@zeniai/client-epic-state 5.1.4 → 5.1.5-betaML1
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/lib/entity/company/companyPayload.d.ts +4 -0
- package/lib/entity/company/companyPayload.js +6 -0
- package/lib/entity/company/companyStateTypes.d.ts +7 -0
- package/lib/entity/paymentAccount/paymentAccountSelector.d.ts +1 -0
- package/lib/entity/paymentAccount/paymentAccountSelector.js +9 -0
- package/lib/entity/tenant/epic/deleteConnectionEpic.d.ts +1 -1
- package/lib/entity/tenant/epic/initEmailConnectOAuthEpic.d.ts +21 -0
- package/lib/entity/tenant/epic/initEmailConnectOAuthEpic.js +59 -0
- package/lib/entity/tenant/epic/saveAPIKeyConnectionEpic.d.ts +1 -1
- package/lib/entity/tenant/epic/saveConnectorCredentialsEpic.d.ts +3 -3
- package/lib/entity/tenant/epic/saveOAuthConnectionEpic.d.ts +1 -1
- package/lib/entity/tenant/tenantPayload.d.ts +1 -0
- package/lib/entity/tenant/tenantReducer.d.ts +38 -25
- package/lib/entity/tenant/tenantReducer.js +65 -5
- package/lib/entity/tenant/tenantState.d.ts +1 -0
- package/lib/entity/transaction/payloadTypes/transactionPayload.d.ts +2 -0
- package/lib/entity/transaction/payloadTypes/transactionPayload.js +1 -0
- package/lib/entity/transaction/stateTypes/transaction.d.ts +2 -0
- package/lib/epic.d.ts +6 -1
- package/lib/epic.js +7 -1
- package/lib/esm/entity/company/companyPayload.js +6 -0
- package/lib/esm/entity/paymentAccount/paymentAccountSelector.js +8 -0
- package/lib/esm/entity/tenant/epic/initEmailConnectOAuthEpic.js +55 -0
- package/lib/esm/entity/tenant/tenantReducer.js +63 -3
- package/lib/esm/entity/transaction/payloadTypes/transactionPayload.js +1 -0
- package/lib/esm/epic.js +7 -1
- package/lib/esm/index.js +11 -7
- package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/backgroundRefetchReviewTabEpic.js +7 -1
- package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationEpic.js +1 -1
- package/lib/esm/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js +1 -0
- package/lib/esm/view/fileView/epic/deleteFileEpic.js +2 -2
- package/lib/esm/view/fileView/epic/deleteFileListEpic.js +2 -2
- package/lib/esm/view/onboardingView/customerView/epic/aiAgentsActivation/fetchAiAgentsActivationStatusEpic.js +40 -0
- package/lib/esm/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiActivationViewedEpic.js +29 -0
- package/lib/esm/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiFinanceTeamEpic.js +40 -0
- package/lib/esm/view/onboardingView/customerView/epic/customerDetails/updateOnboardingCustomerViewEpic.js +24 -18
- package/lib/esm/view/onboardingView/customerView/epic/customerDetails/updateOnboardingCustomerViewLocalStoreDataEpic.js +29 -17
- package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewReducer.js +223 -51
- package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewSelector.js +24 -12
- package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewState.js +37 -6
- package/lib/esm/view/spendManagement/commonSetup/epic/setup/parseUploadedKybDocumentEpic.js +58 -0
- package/lib/esm/view/spendManagement/commonSetup/epic/setup/parseUploadedKycDocumentEpic.js +77 -0
- package/lib/esm/view/spendManagement/commonSetup/kycKybAutofillActions.js +14 -0
- package/lib/esm/view/spendManagement/commonSetup/kycKybParseMapper.js +207 -0
- package/lib/esm/view/spendManagement/commonSetup/setupViewReducer.js +106 -52
- package/lib/esm/view/spendManagement/commonSetup/setupViewSelector.js +6 -1
- package/lib/esm/view/spendManagement/commonSetup/types/kycKybAutofill.js +41 -0
- package/lib/index.d.ts +14 -10
- package/lib/index.js +64 -35
- package/lib/view/expenseAutomationView/epics/transactionCategorization/backgroundRefetchReviewTabEpic.js +7 -1
- package/lib/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationEpic.js +1 -1
- package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js +1 -0
- package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts +2 -0
- package/lib/view/fileView/epic/deleteFileEpic.js +1 -1
- package/lib/view/fileView/epic/deleteFileListEpic.js +1 -1
- package/lib/view/onboardingView/customerView/epic/aiAgentsActivation/fetchAiAgentsActivationStatusEpic.d.ts +7 -0
- package/lib/view/onboardingView/customerView/epic/aiAgentsActivation/fetchAiAgentsActivationStatusEpic.js +44 -0
- package/lib/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiActivationViewedEpic.d.ts +8 -0
- package/lib/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiActivationViewedEpic.js +33 -0
- package/lib/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiFinanceTeamEpic.d.ts +9 -0
- package/lib/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiFinanceTeamEpic.js +44 -0
- package/lib/view/onboardingView/customerView/epic/customerDetails/updateOnboardingCustomerViewEpic.js +24 -18
- package/lib/view/onboardingView/customerView/epic/customerDetails/updateOnboardingCustomerViewLocalStoreDataEpic.d.ts +2 -2
- package/lib/view/onboardingView/customerView/epic/customerDetails/updateOnboardingCustomerViewLocalStoreDataEpic.js +27 -15
- package/lib/view/onboardingView/customerView/onboardingCustomerViewPayload.d.ts +3 -0
- package/lib/view/onboardingView/customerView/onboardingCustomerViewReducer.d.ts +44 -5
- package/lib/view/onboardingView/customerView/onboardingCustomerViewReducer.js +225 -52
- package/lib/view/onboardingView/customerView/onboardingCustomerViewSelector.d.ts +6 -1
- package/lib/view/onboardingView/customerView/onboardingCustomerViewSelector.js +27 -12
- package/lib/view/onboardingView/customerView/onboardingCustomerViewState.d.ts +52 -8
- package/lib/view/onboardingView/customerView/onboardingCustomerViewState.js +39 -7
- package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKybDocumentEpic.d.ts +28 -0
- package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKybDocumentEpic.js +62 -0
- package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKycDocumentEpic.d.ts +9 -0
- package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKycDocumentEpic.js +81 -0
- package/lib/view/spendManagement/commonSetup/kycKybAutofillActions.d.ts +24 -0
- package/lib/view/spendManagement/commonSetup/kycKybAutofillActions.js +17 -0
- package/lib/view/spendManagement/commonSetup/kycKybParseMapper.d.ts +29 -0
- package/lib/view/spendManagement/commonSetup/kycKybParseMapper.js +215 -0
- package/lib/view/spendManagement/commonSetup/setupViewReducer.d.ts +28 -2
- package/lib/view/spendManagement/commonSetup/setupViewReducer.js +107 -53
- package/lib/view/spendManagement/commonSetup/setupViewSelector.d.ts +7 -2
- package/lib/view/spendManagement/commonSetup/setupViewSelector.js +6 -1
- package/lib/view/spendManagement/commonSetup/setupViewState.d.ts +19 -0
- package/lib/view/spendManagement/commonSetup/types/kycKybAutofill.d.ts +154 -0
- package/lib/view/spendManagement/commonSetup/types/kycKybAutofill.js +46 -0
- package/package.json +1 -1
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"use strict";
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Object.defineProperty(exports, "__esModule", { value: true });
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exports.fetchAiAgentsActivationStatusEpic = void 0;
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const rxjs_1 = require("rxjs");
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const operators_1 = require("rxjs/operators");
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const responsePayload_1 = require("../../../../../responsePayload");
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const onboardingCustomerViewReducer_1 = require("../../onboardingCustomerViewReducer");
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const toPhaseStatus = (raw) => {
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if (raw === 'idle' ||
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raw === 'starting' ||
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raw === 'building' ||
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raw === 'ready') {
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return raw;
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}
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return 'idle';
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};
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const toPhase = (row) => ({
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key: row.key,
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status: toPhaseStatus(row.status),
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startedAt: row.started_at,
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completedAt: row.completed_at,
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});
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const toCounts = (payload) => ({
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customerCount: payload?.customer_count ?? 0,
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glAccountCount: payload?.gl_account_count ?? 0,
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targetTransactionCount: payload?.target_transaction_count ?? 0,
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transactionCount: payload?.transaction_count ?? 0,
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vendorCount: payload?.vendor_count ?? 0,
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});
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const fetchAiAgentsActivationStatusEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(onboardingCustomerViewReducer_1.fetchAiAgentsActivationStatus.match), (0, operators_1.mergeMap)(() => {
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const url = `${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/ai-agents-activation/status`;
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return zeniAPI.getJSON(url).pipe((0, operators_1.mergeMap)((response) => {
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if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
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const phases = (response.data.phases ?? []).map(toPhase);
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return (0, rxjs_1.of)((0, onboardingCustomerViewReducer_1.fetchAiAgentsActivationStatusSuccess)({
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phases,
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counts: toCounts(response.data.counts),
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}));
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}
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return (0, rxjs_1.of)((0, onboardingCustomerViewReducer_1.fetchAiAgentsActivationStatusFailure)(response.status));
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}), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, onboardingCustomerViewReducer_1.fetchAiAgentsActivationStatusFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'fetchAiAgentsActivationStatus errored out ' +
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JSON.stringify(error))))));
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}));
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exports.fetchAiAgentsActivationStatusEpic = fetchAiAgentsActivationStatusEpic;
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import { ActionsObservable, StateObservable } from 'redux-observable';
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import { Observable } from 'rxjs';
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import { updateCompanies } from '../../../../../entity/company/companyReducer';
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import { RootState } from '../../../../../reducer';
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import { ZeniAPI } from '../../../../../zeniAPI';
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import { acknowledgeOnboardingAiActivationViewed, acknowledgeOnboardingAiActivationViewedFailure, acknowledgeOnboardingAiActivationViewedSuccess } from '../../onboardingCustomerViewReducer';
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export type ActionType = ReturnType<typeof acknowledgeOnboardingAiActivationViewed> | ReturnType<typeof updateCompanies> | ReturnType<typeof acknowledgeOnboardingAiActivationViewedSuccess> | ReturnType<typeof acknowledgeOnboardingAiActivationViewedFailure>;
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export declare const acknowledgeOnboardingAiActivationViewedEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;
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"use strict";
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Object.defineProperty(exports, "__esModule", { value: true });
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exports.acknowledgeOnboardingAiActivationViewedEpic = void 0;
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const rxjs_1 = require("rxjs");
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const operators_1 = require("rxjs/operators");
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const companyReducer_1 = require("../../../../../entity/company/companyReducer");
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const responsePayload_1 = require("../../../../../responsePayload");
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const onboardingCustomerViewReducer_1 = require("../../onboardingCustomerViewReducer");
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const acknowledgeOnboardingAiActivationViewedEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(onboardingCustomerViewReducer_1.acknowledgeOnboardingAiActivationViewed.match), (0, operators_1.mergeMap)((action) => {
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const { companyId } = action.payload;
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const payload = {
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is_onboarding_ai_activation_viewed: true,
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};
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return zeniAPI
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.putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, payload)
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.pipe((0, operators_1.mergeMap)((response) => {
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if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
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const actions = [
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(0, companyReducer_1.updateCompanies)({
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payload: response.data.companies,
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schema: {},
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}),
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(0, onboardingCustomerViewReducer_1.acknowledgeOnboardingAiActivationViewedSuccess)(),
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];
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return (0, rxjs_1.from)(actions);
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}
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return (0, rxjs_1.of)((0, onboardingCustomerViewReducer_1.acknowledgeOnboardingAiActivationViewedFailure)(response.status));
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}),
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// Best-effort — failure is silent; cascade just runs again next visit.
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(0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, onboardingCustomerViewReducer_1.acknowledgeOnboardingAiActivationViewedFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Acknowledge - Onboarding AI Activation Viewed errored out' +
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JSON.stringify(error))))));
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}));
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exports.acknowledgeOnboardingAiActivationViewedEpic = acknowledgeOnboardingAiActivationViewedEpic;
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import { ActionsObservable, StateObservable } from 'redux-observable';
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import { Observable } from 'rxjs';
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import { updateCompanies } from '../../../../../entity/company/companyReducer';
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import { openSnackbar } from '../../../../../entity/snackbar/snackbarReducer';
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import { RootState } from '../../../../../reducer';
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import { ZeniAPI } from '../../../../../zeniAPI';
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import { acknowledgeOnboardingAiFinanceTeam, acknowledgeOnboardingAiFinanceTeamFailure, acknowledgeOnboardingAiFinanceTeamSuccess } from '../../onboardingCustomerViewReducer';
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export type ActionType = ReturnType<typeof acknowledgeOnboardingAiFinanceTeam> | ReturnType<typeof updateCompanies> | ReturnType<typeof openSnackbar> | ReturnType<typeof acknowledgeOnboardingAiFinanceTeamSuccess> | ReturnType<typeof acknowledgeOnboardingAiFinanceTeamFailure>;
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export declare const acknowledgeOnboardingAiFinanceTeamEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;
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"use strict";
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Object.defineProperty(exports, "__esModule", { value: true });
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exports.acknowledgeOnboardingAiFinanceTeamEpic = void 0;
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const rxjs_1 = require("rxjs");
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const operators_1 = require("rxjs/operators");
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const companyReducer_1 = require("../../../../../entity/company/companyReducer");
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const snackbarReducer_1 = require("../../../../../entity/snackbar/snackbarReducer");
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const responsePayload_1 = require("../../../../../responsePayload");
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const onboardingCustomerViewReducer_1 = require("../../onboardingCustomerViewReducer");
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const acknowledgeOnboardingAiFinanceTeamEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(onboardingCustomerViewReducer_1.acknowledgeOnboardingAiFinanceTeam.match), (0, operators_1.mergeMap)((action) => {
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const { companyId } = action.payload;
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const payload = {
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is_onboarding_ai_finance_team_acknowledged: true,
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};
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return zeniAPI
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.putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, payload)
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.pipe((0, operators_1.mergeMap)((response) => {
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if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
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const actions = [
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(0, companyReducer_1.updateCompanies)({
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payload: response.data.companies,
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schema: {},
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}),
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(0, onboardingCustomerViewReducer_1.acknowledgeOnboardingAiFinanceTeamSuccess)(),
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];
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return (0, rxjs_1.from)(actions);
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}
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else {
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return (0, rxjs_1.of)((0, snackbarReducer_1.openSnackbar)({
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messageSection: 'onboarding_customer_view_complete',
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messageText: 'failed',
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type: 'error',
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variables: [
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{
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variableName: '_api-error_',
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variableValue: response.status.message,
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},
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],
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}), (0, onboardingCustomerViewReducer_1.acknowledgeOnboardingAiFinanceTeamFailure)(response.status));
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}
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}), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, onboardingCustomerViewReducer_1.acknowledgeOnboardingAiFinanceTeamFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Acknowledge - Onboarding AI Finance Team errored out' +
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JSON.stringify(error))))));
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}));
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exports.acknowledgeOnboardingAiFinanceTeamEpic = acknowledgeOnboardingAiFinanceTeamEpic;
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const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(onboardingCustomerViewReducer_1.updateOnboardingCustomerView.match), (0, operators_1.mergeMap)((action) => {
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const { companyId, officerType, sendForVerification, reCalculateCurrentStep = false, isBillingAddressUpdate, } = action.payload;
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const { onboardingCustomerViewState } = state$.value;
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const { companyDetails, primaryContactDetails, companyOfficerUpdateStatus, currentStep, } = onboardingCustomerViewState;
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const { companyDetails, primaryContactDetails, companyOfficerUpdateStatus, currentStep, currentSubStep, } = onboardingCustomerViewState;
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const companyLocalData = companyDetails.localData;
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const primaryContactLocalData = primaryContactDetails.localData;
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let companyOfficerLocalData;
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Boolean(companyOfficerLocalData.email) === true // Don't save Empty Company Officer details
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? (0, updateBusinessVerificationDetailsEpic_1.toBusinessVerificationOfficerDataPayload)(companyOfficerLocalData, false, companyOfficerAddressToCreate)
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: {};
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// Verification step has two sub-steps that share currentStep but save
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// different payloads — currentSubStep is the source of truth here.
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const isOfficerSave = currentStep === 'verification' &&
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currentSubStep === 'company_officer';
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if (isBillingAddressUpdate === false) {
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if (
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if (isOfficerSave) {
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payload = {
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company: toBusinessVerificationMinimalCompanyDataPayload(companyLocalData),
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company_officer,
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@@ -69,6 +73,11 @@ const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => actions$
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};
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}
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const section = isBillingAddressUpdate === true
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? 'setup_billing'
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: isOfficerSave
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? 'company_officer'
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: 'company_details';
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const messageSectionMapper = {
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company_officer: {
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sendForVerification: 'onboarding_customer_identity_verification_submit',
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@@ -78,23 +87,20 @@ const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => actions$
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sendForVerification: 'onboarding_customer_business_verification_submit',
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save: 'onboarding_customer_business_verification_save',
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},
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setup_billing: {
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save: 'billing_address_view',
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sendForVerification: 'billing_address_view',
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},
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};
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let messageSection;
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if (isBillingAddressUpdate === true) {
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messageSection = messageSectionMapper[
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messageSection = messageSectionMapper[section].save;
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}
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else if (sendForVerification === true) {
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messageSection = messageSectionMapper[section].sendForVerification;
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else {
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messageSection =
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messageSectionMapper[currentStep].sendForVerification;
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else {
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messageSection = messageSectionMapper[currentStep].save;
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messageSection = messageSectionMapper[section].save;
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}
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return zeniAPI
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.putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, payload)
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@@ -117,18 +123,18 @@ const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => actions$
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const externalConnections = currentTenant.externalConnections;
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const isQBOConnection = externalConnections?.accounting?.some((connection) => connection.connectionName.match(/quickbooks/i)) ?? false;
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const { allSteps } = (0, onboardingCustomerViewSelector_1.getOnboardingCustomerView)(state$.value, companyId);
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if (currentStep === '
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if (currentStep === 'setup_billing') {
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if (isQBOConnection === true &&
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allSteps.includes('
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actions.push((0, onboardingCustomerViewReducer_1.updateCurrentStep)({ step: '
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allSteps.includes('connect_ledger')) {
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actions.push((0, onboardingCustomerViewReducer_1.updateCurrentStep)({ step: 'connect_ledger' }));
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}
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else {
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actions.push((0, onboardingCustomerViewReducer_1.updateCurrentStep)({ step: '
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actions.push((0, onboardingCustomerViewReducer_1.updateCurrentStep)({ step: 'verification' }));
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}
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}
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// The officer→details transition is now a sub-step change
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// handled by the page (currentSubStep dispatch). No
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// currentStep update needed for that traversal anymore.
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actions.push((0, onboardingCustomerViewReducer_1.updateOnboardingCustomerViewLocalStoreData)({
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companyId: response.data.companies[0].company_id,
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currentStep,
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@@ -1,6 +1,6 @@
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import { ActionsObservable, StateObservable } from 'redux-observable';
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import { RootState } from '../../../../../reducer';
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import { newAddressInLocalStore, resetNewAddressDataInLocalStore, resetNewAddressesInLocalStore } from '../../../../addressView/addressViewReducer';
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import { clearOnboardingCustomerViewDataInLocalStore, saveOnboardingCustomerViewDataInLocalStore, updateCurrentStep, updateOnboardingCustomerViewLocalStoreData } from '../../onboardingCustomerViewReducer';
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export type ActionType = ReturnType<typeof updateOnboardingCustomerViewLocalStoreData> | ReturnType<typeof saveOnboardingCustomerViewDataInLocalStore> | ReturnType<typeof clearOnboardingCustomerViewDataInLocalStore> | ReturnType<typeof resetNewAddressesInLocalStore> | ReturnType<typeof newAddressInLocalStore> | ReturnType<typeof resetNewAddressDataInLocalStore> | ReturnType<typeof updateCurrentStep>;
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import { clearOnboardingCustomerViewDataInLocalStore, saveOnboardingCustomerViewDataInLocalStore, updateCurrentStep, updateCurrentSubStep, updateOnboardingCustomerViewLocalStoreData } from '../../onboardingCustomerViewReducer';
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export type ActionType = ReturnType<typeof updateOnboardingCustomerViewLocalStoreData> | ReturnType<typeof saveOnboardingCustomerViewDataInLocalStore> | ReturnType<typeof clearOnboardingCustomerViewDataInLocalStore> | ReturnType<typeof resetNewAddressesInLocalStore> | ReturnType<typeof newAddressInLocalStore> | ReturnType<typeof resetNewAddressDataInLocalStore> | ReturnType<typeof updateCurrentStep> | ReturnType<typeof updateCurrentSubStep>;
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export declare const updateOnboardingCustomerViewLocalStoreDataEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => import("rxjs").Observable<ActionType>;
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@@ -22,7 +22,7 @@ const onboardingCustomerViewReducer_1 = require("../../onboardingCustomerViewRed
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const onboardingCustomerViewSelector_1 = require("../../onboardingCustomerViewSelector");
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const updateOnboardingCustomerViewLocalStoreDataEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(onboardingCustomerViewReducer_1.updateOnboardingCustomerViewLocalStoreData.match), (0, operators_1.mergeMap)((action) => {
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const { companyId, currentStep, reCalculateCurrentStep } = action.payload;
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const { companyState, companyViewState,
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const { companyState, companyViewState, userState, userRoleState, onboardingCustomerViewState, subscriptionPaymentAccountState, paymentAccountState, addressState, } = state$.value;
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const { subscriptionPaymentAccountIds } = onboardingCustomerViewState;
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const subscriptionIDs = (0, get_1.default)(companyViewState.passportView.subscriptionIDsByCompanyID, companyId, undefined);
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const companyView = (0, getCompanyView_1.getCompanyView)(state$.value, companyId, subscriptionIDs ?? []);
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@@ -42,7 +42,12 @@ const updateOnboardingCustomerViewLocalStoreDataEpic = (actions$, state$) => act
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const onboardingCustomerViewLocalData = toOnboardingCustomerViewLocalData(company, companyOfficers, companyOfficerRoles, primaryContact);
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const { companyDetails, officers, primaryContactDetails } = onboardingCustomerViewLocalData;
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let updatedCompanyDetails = companyDetails;
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-
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// After an officer sub-step save inside the verification step, propagate
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// the latest syncToken into the cached company-details local data so the
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// user's next details-save doesn't 409.
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const isOfficerSave = currentStep === 'verification' &&
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onboardingCustomerViewState.currentSubStep === 'company_officer';
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if (isOfficerSave &&
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onboardingCustomerViewState.companyDetails.localData != null) {
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const { companyInfo } = company;
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const { syncToken } = companyInfo;
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@@ -51,7 +56,7 @@ const updateOnboardingCustomerViewLocalStoreDataEpic = (actions$, state$) => act
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syncToken,
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};
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}
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let updatedCurrentStep = '
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let updatedCurrentStep = 'setup_billing';
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let subscriptionPaymentAccount;
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const { companyOnboardingInfo } = company;
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const accountingConnectionCreationMode = companyOnboardingInfo?.onboardingInfo
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@@ -78,18 +83,17 @@ const updateOnboardingCustomerViewLocalStoreDataEpic = (actions$, state$) => act
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cardPaymentViewState.cardPaymentsIds.length > 0) &&
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companyView?.company.company.companyOnboardingInfo
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.subscriptionBillingAddressId != null) {
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updatedCurrentStep = '
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}
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updatedCurrentStep = 'connect_ledger';
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const isOnboardingAiActivationViewed = companyOnboardingInfo?.onboardingInfo
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?.onboardingAiActivationInfo?.isOnboardingAiActivationViewed ??
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false;
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// Past the ledger step we always sit on connect_data_source —
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// it has many integrations, so we treat it as never auto-complete
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// and only advance to verification on an explicit user dispatch.
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// While the AI activation interstitial hasn't been viewed yet,
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// stay on connect_ledger so the interstitial gets its chance.
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if (isValidConnection && isOnboardingAiActivationViewed) {
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updatedCurrentStep = 'connect_data_source';
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}
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}
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}
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@@ -111,6 +115,14 @@ const updateOnboardingCustomerViewLocalStoreDataEpic = (actions$, state$) => act
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}
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if (reCalculateCurrentStep === true) {
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fetchActions.push((0, onboardingCustomerViewReducer_1.updateCurrentStep)({ step: updatedCurrentStep }));
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// Whenever the recalc lands the user on a different step, reset
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// the sub-step to the step's landing sub-state — otherwise a
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// stale subStep (e.g. 'default' carried over from another step)
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// leaves verification rendering an empty form.
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if (updatedCurrentStep !== onboardingCustomerViewState.currentStep) {
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const targetSubStep = updatedCurrentStep === 'verification' ? 'unlock-stack' : 'default';
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fetchActions.push((0, onboardingCustomerViewReducer_1.updateCurrentSubStep)({ subStep: targetSubStep }));
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}
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}
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}
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if (companyView != null) {
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@@ -15,6 +15,9 @@ export interface OnboardingStatusPayload {
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15
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is_user_landed_to_interim_page: boolean;
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should_complete_onboarding: boolean;
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}
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+
export interface AiFinanceTeamAcknowledgementPayload {
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is_onboarding_ai_finance_team_acknowledged: boolean;
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}
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interface CompaniesData {
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companies: CompanyPayload[];
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}
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@@ -1,8 +1,9 @@
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1
1
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import { ID } from '../../../commonStateTypes/common';
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2
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import { ZeniAPIStatus } from '../../../responsePayload';
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import { CompanyOfficerType } from '../../companyView/types/companyPassport/companyUsersLocalData';
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+
import { CompanyDetailsLocalData, CompanyOfficerLocalData } from '../../spendManagement/commonSetup/setupViewState';
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import { PlaidLinkTokenType } from '../../spendManagement/plaidAccount/plaidAccountViewState';
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5
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-
import { OnboardingCustomerViewState, OnboardingCustomerViewUIState, OnboardingStep } from './onboardingCustomerViewState';
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6
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+
import { AiAgentsActivationCounts, AiAgentsActivationPhase, OnboardingCustomerViewState, OnboardingCustomerViewUIState, OnboardingStep, OnboardingSubStep } from './onboardingCustomerViewState';
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6
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export declare const initialState: OnboardingCustomerViewState;
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7
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export declare const fetchOnboardingCustomerView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, cacheOverride?: any, reCalculateCurrentStep?: any], {
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companyId: string;
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@@ -16,7 +17,17 @@ export declare const fetchOnboardingCustomerView: import("@reduxjs/toolkit").Act
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companyId: string;
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checkOnboardingComplete: boolean;
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productSuitePage: boolean;
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-
}, "onboardingCustomerView/updateOnboardingCustomerViewCompleteStatus", never, never>, updateOnboardingCustomerViewCompleteStatusSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/updateOnboardingCustomerViewCompleteStatusSuccess">, updateOnboardingCustomerViewCompleteStatusFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[error: ZeniAPIStatus<Record<string, unknown>>], ZeniAPIStatus<Record<string, unknown>>, "onboardingCustomerView/updateOnboardingCustomerViewCompleteStatusFailure", never, never>,
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20
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+
}, "onboardingCustomerView/updateOnboardingCustomerViewCompleteStatus", never, never>, updateOnboardingCustomerViewCompleteStatusSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/updateOnboardingCustomerViewCompleteStatusSuccess">, updateOnboardingCustomerViewCompleteStatusFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[error: ZeniAPIStatus<Record<string, unknown>>], ZeniAPIStatus<Record<string, unknown>>, "onboardingCustomerView/updateOnboardingCustomerViewCompleteStatusFailure", never, never>, acknowledgeOnboardingAiFinanceTeam: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string], {
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21
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+
companyId: string;
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+
}, "onboardingCustomerView/acknowledgeOnboardingAiFinanceTeam", never, never>, acknowledgeOnboardingAiFinanceTeamSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/acknowledgeOnboardingAiFinanceTeamSuccess">, acknowledgeOnboardingAiFinanceTeamFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[error: ZeniAPIStatus<Record<string, unknown>>], ZeniAPIStatus<Record<string, unknown>>, "onboardingCustomerView/acknowledgeOnboardingAiFinanceTeamFailure", never, never>, acknowledgeOnboardingAiActivationViewed: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string], {
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23
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+
companyId: string;
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+
}, "onboardingCustomerView/acknowledgeOnboardingAiActivationViewed", never, never>, acknowledgeOnboardingAiActivationViewedSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/acknowledgeOnboardingAiActivationViewedSuccess">, acknowledgeOnboardingAiActivationViewedFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[error: ZeniAPIStatus<Record<string, unknown>>], ZeniAPIStatus<Record<string, unknown>>, "onboardingCustomerView/acknowledgeOnboardingAiActivationViewedFailure", never, never>, fetchAiAgentsActivationStatus: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/fetchAiAgentsActivationStatus">, fetchAiAgentsActivationStatusSuccess: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: {
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25
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+
counts: AiAgentsActivationCounts;
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26
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+
phases: AiAgentsActivationPhase[];
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27
|
+
}], {
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|
+
counts: AiAgentsActivationCounts;
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+
phases: AiAgentsActivationPhase[];
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+
}, "onboardingCustomerView/fetchAiAgentsActivationStatusSuccess", never, never>, fetchAiAgentsActivationStatusFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[error: ZeniAPIStatus<Record<string, unknown>>], ZeniAPIStatus<Record<string, unknown>>, "onboardingCustomerView/fetchAiAgentsActivationStatusFailure", never, never>, aiAgentsActivationCountsUpdated: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: Partial<AiAgentsActivationCounts>], Partial<AiAgentsActivationCounts>, "onboardingCustomerView/aiAgentsActivationCountsUpdated", never, never>, aiAgentsActivationPhaseChanged: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: AiAgentsActivationPhase], AiAgentsActivationPhase, "onboardingCustomerView/aiAgentsActivationPhaseChanged", never, never>, updateOnboardingCustomerViewDashboardLoaded: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string], {
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20
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|
companyId: string;
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}, "onboardingCustomerView/updateOnboardingCustomerViewDashboardLoaded", never, never>, updateOnboardingCustomerViewDashboardLoadedSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/updateOnboardingCustomerViewDashboardLoadedSuccess">, updateOnboardingCustomerViewDashboardLoadedFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[error: ZeniAPIStatus<Record<string, unknown>>], ZeniAPIStatus<Record<string, unknown>>, "onboardingCustomerView/updateOnboardingCustomerViewDashboardLoadedFailure", never, never>, updateOnboardingCustomerView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, sendForVerification: boolean, reCalculateCurrentStep?: boolean | undefined, isBillingAddressUpdate?: boolean | undefined, officerType?: "Officer_1" | "Officer_3" | "Officer_2" | "Officer_4" | "Officer_5" | "Officer_6" | "Officer_7" | "Officer_8" | "Officer_9" | "Officer_10" | undefined], {
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22
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|
companyId: string;
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|
@@ -65,18 +76,46 @@ export declare const fetchOnboardingCustomerView: import("@reduxjs/toolkit").Act
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65
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|
linkTokenType: PlaidLinkTokenType;
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66
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|
}, "onboardingCustomerView/getOnboardingPlaidLinkTokenFailure", never, never>, updateCurrentStep: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
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67
78
|
step: OnboardingStep;
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68
|
-
}, "onboardingCustomerView/updateCurrentStep">,
|
|
79
|
+
}, "onboardingCustomerView/updateCurrentStep">, updateCurrentSubStep: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
|
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80
|
+
subStep: OnboardingSubStep;
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81
|
+
}, "onboardingCustomerView/updateCurrentSubStep">, updateOnboardingCustomerViewAccountDetails: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[paymentAccountIds: string[], subscriptionPaymentAccountIds: string[]], {
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paymentAccountIds: string[];
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70
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|
subscriptionPaymentAccountIds: string[];
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71
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|
}, "onboardingCustomerView/updateOnboardingCustomerViewAccountDetails", never, never>, updateOnboardingCustomerViewLocalStoreData: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
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72
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|
companyId: ID;
|
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73
86
|
currentStep?: OnboardingStep;
|
|
74
87
|
reCalculateCurrentStep?: boolean;
|
|
75
|
-
}, "onboardingCustomerView/updateOnboardingCustomerViewLocalStoreData">, saveOnboardingCustomerViewDataInLocalStore: import("@reduxjs/toolkit").ActionCreatorWithPayload<Partial<import("
|
|
88
|
+
}, "onboardingCustomerView/updateOnboardingCustomerViewLocalStoreData">, saveOnboardingCustomerViewDataInLocalStore: import("@reduxjs/toolkit").ActionCreatorWithPayload<Partial<import("../../spendManagement/commonSetup/setupViewState").SetupViewLocalData>, "onboardingCustomerView/saveOnboardingCustomerViewDataInLocalStore">, saveOnboardingCompnayOfficerPhoneInLocalStore: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
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|
76
89
|
officerType: CompanyOfficerType;
|
|
77
90
|
phone: string | number;
|
|
78
91
|
}, "onboardingCustomerView/saveOnboardingCompnayOfficerPhoneInLocalStore">, updateOnboardingCustomerViewUIState: import("@reduxjs/toolkit").ActionCreatorWithPayload<Partial<OnboardingCustomerViewUIState>, "onboardingCustomerView/updateOnboardingCustomerViewUIState">, sendOnboardingOfficerOtp: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/sendOnboardingOfficerOtp">, sendOnboardingOfficerOtpSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
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otpChallenge: string;
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80
|
-
}, "onboardingCustomerView/sendOnboardingOfficerOtpSuccess">, sendOnboardingOfficerOtpFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "onboardingCustomerView/sendOnboardingOfficerOtpFailure">, resendOnboardingOfficerOtp: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/resendOnboardingOfficerOtp">, verifyOnboardingOfficerOtp: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/verifyOnboardingOfficerOtp">, verifyOnboardingOfficerOtpSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/verifyOnboardingOfficerOtpSuccess">, verifyOnboardingOfficerOtpFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "onboardingCustomerView/verifyOnboardingOfficerOtpFailure">, clearOnboardingCustomerViewDataInLocalStore: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/clearOnboardingCustomerViewDataInLocalStore">, clearOnboardingCustomerView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/clearOnboardingCustomerView"
|
|
93
|
+
}, "onboardingCustomerView/sendOnboardingOfficerOtpSuccess">, sendOnboardingOfficerOtpFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "onboardingCustomerView/sendOnboardingOfficerOtpFailure">, resendOnboardingOfficerOtp: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/resendOnboardingOfficerOtp">, verifyOnboardingOfficerOtp: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/verifyOnboardingOfficerOtp">, verifyOnboardingOfficerOtpSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/verifyOnboardingOfficerOtpSuccess">, verifyOnboardingOfficerOtpFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "onboardingCustomerView/verifyOnboardingOfficerOtpFailure">, clearOnboardingCustomerViewDataInLocalStore: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/clearOnboardingCustomerViewDataInLocalStore">, clearOnboardingCustomerView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/clearOnboardingCustomerView">, applyKycDocumentAutofillForOnboarding: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: {
|
|
94
|
+
autoFilledFieldNames: string[];
|
|
95
|
+
companyId: ID;
|
|
96
|
+
fileId: ID;
|
|
97
|
+
officerType: CompanyOfficerType;
|
|
98
|
+
values: Partial<CompanyOfficerLocalData>;
|
|
99
|
+
}], {
|
|
100
|
+
autoFilledFieldNames: string[];
|
|
101
|
+
companyId: ID;
|
|
102
|
+
fileId: ID;
|
|
103
|
+
officerType: CompanyOfficerType;
|
|
104
|
+
values: Partial<CompanyOfficerLocalData>;
|
|
105
|
+
}, "onboardingCustomerView/applyKycDocumentAutofillForOnboarding", never, never>, applyKybDocumentAutofillForOnboarding: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: {
|
|
106
|
+
autoFilledFieldNames: string[];
|
|
107
|
+
companyId: ID;
|
|
108
|
+
fileId: ID;
|
|
109
|
+
values: Partial<CompanyDetailsLocalData>;
|
|
110
|
+
}], {
|
|
111
|
+
autoFilledFieldNames: string[];
|
|
112
|
+
companyId: ID;
|
|
113
|
+
fileId: ID;
|
|
114
|
+
values: Partial<CompanyDetailsLocalData>;
|
|
115
|
+
}, "onboardingCustomerView/applyKybDocumentAutofillForOnboarding", never, never>, clearKycKybAutofillForOnboarding: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload?: {
|
|
116
|
+
officerType?: CompanyOfficerType;
|
|
117
|
+
} | undefined], {
|
|
118
|
+
officerType?: CompanyOfficerType;
|
|
119
|
+
}, "onboardingCustomerView/clearKycKybAutofillForOnboarding", never, never>;
|
|
81
120
|
declare const _default: import("redux").Reducer<OnboardingCustomerViewState>;
|
|
82
121
|
export default _default;
|