@zeniai/client-epic-state 5.1.6 → 5.1.8

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

@@ -8,7 +8,7 @@ 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, emptyAiAgentsActivationSubview, toOnboardingStepType, } from './onboardingCustomerViewState';
+import { ALL_ONBOARDING_STEPS, ALL_ZENI_USER_BOOKKEEPING_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, parsingDocumentFileIds, updateStatus, saveStatus, currentStep, currentSubStep, uiState, fetchState, error, } = onboardingCustomerViewState;
@@ -207,14 +207,20 @@ export function isOfficerDetailsCompleted(companyOfficers, companyOfficerRoles,
         isPhoneVerified === true);
 }
 export const onboardingStepsData = (isValidConnection, productSettings, accountingConnectionCreationMode) => {
-    const allStepsData = accountingConnectionCreationMode === 'zeni_user' ||
-        ((productSettings.isBankingEnabled || productSettings.isCardsEnabled) &&
-            !productSettings.isBookkeepingEnabled)
+    // 3 cohorts:
+    //   - Core-only (banking/cards, no bookkeeping): no ledger, no integrations.
+    //   - Zeni-team-connects-QBO bookkeeping: skip ledger but keep integrations
+    //     so the customer can still wire up Plaid / Stripe / HubSpot / email.
+    //   - Customer-connects-QBO bookkeeping: full 4-step flow.
+    const isCoreOnlyTenant = (productSettings.isBankingEnabled || productSettings.isCardsEnabled) &&
+        !productSettings.isBookkeepingEnabled;
+    const allStepsData = isCoreOnlyTenant
         ? ALL_ZENI_USER_ONBOARDING_STEPS
-        : ALL_ONBOARDING_STEPS;
+        : accountingConnectionCreationMode === 'zeni_user'
+            ? ALL_ZENI_USER_BOOKKEEPING_ONBOARDING_STEPS
+            : ALL_ONBOARDING_STEPS;
     const requiredStepsData = (accountingConnectionCreationMode === 'zeni_user' && isValidConnection) ||
-        ((productSettings.isBankingEnabled || productSettings.isCardsEnabled) &&
-            !productSettings.isBookkeepingEnabled)
+        isCoreOnlyTenant
         ? ZENI_USER_REQUIRED_ONBOARDING_STEPS
         : REQUIRED_ONBOARDING_STEPS;
     return {

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

@@ -18,6 +18,14 @@ export const ALL_ZENI_USER_ONBOARDING_STEPS = [
     ...ZENI_USER_REQUIRED_ONBOARDING_STEPS,
     ...ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
 ];
+// Zeni-team-connects-QBO bookkeeping tenants: skip the `connect_ledger` step
+// (Zeni already did it) but keep `connect_data_source` so the customer can
+// still wire up non-QBO integrations (Plaid, Stripe, HubSpot, email, etc.).
+export const ALL_ZENI_USER_BOOKKEEPING_ONBOARDING_STEPS = [
+    ...ZENI_USER_REQUIRED_ONBOARDING_STEPS,
+    'connect_data_source',
+    ...ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
+];
 export const ALL_CUSTOMER_ONBOARDING_STEPS_WITH_QBO = [
     ...CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO,
     'connect_data_source',

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

@@ -11,7 +11,21 @@ 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';
+// Extend's driving-license parser is US-focused — its response shape
+// (`ExtendDrivingLicenseParsed`) only returns `issuing_state`, no
+// `issuing_country` / `country_of_issue`. So we default the address country
+// to US for autofill purposes.
+//
+// `country` is the alpha-3 ISO code (matches the rest of the codebase's
+// address payloads — e.g. `subscriptionBillingAddress.country = 'USA'`).
+// The Edit Address form's country dropdown looks up the option by alpha-3,
+// so using the country name here would leave the dropdown blank.
+//
+// To support non-US driving licenses later: (1) extend the document-service
+// Extend workflow to return an issuing-country field, (2) add it to
+// `ExtendDrivingLicenseParsed`, (3) read it here with this US value as the
+// fallback when the parser couldn't determine the country.
+const DRIVING_LICENSE_DEFAULT_COUNTRY = 'USA';
 const DRIVING_LICENSE_DEFAULT_COUNTRY_CODE = 'US';
 const emptyResult = () => ({
     values: {},

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

@@ -213,14 +213,20 @@ function isOfficerDetailsCompleted(companyOfficers, companyOfficerRoles, officer
         isPhoneVerified === true);
 }
 const onboardingStepsData = (isValidConnection, productSettings, accountingConnectionCreationMode) => {
-    const allStepsData = accountingConnectionCreationMode === 'zeni_user' ||
-        ((productSettings.isBankingEnabled || productSettings.isCardsEnabled) &&
-            !productSettings.isBookkeepingEnabled)
+    // 3 cohorts:
+    //   - Core-only (banking/cards, no bookkeeping): no ledger, no integrations.
+    //   - Zeni-team-connects-QBO bookkeeping: skip ledger but keep integrations
+    //     so the customer can still wire up Plaid / Stripe / HubSpot / email.
+    //   - Customer-connects-QBO bookkeeping: full 4-step flow.
+    const isCoreOnlyTenant = (productSettings.isBankingEnabled || productSettings.isCardsEnabled) &&
+        !productSettings.isBookkeepingEnabled;
+    const allStepsData = isCoreOnlyTenant
         ? onboardingCustomerViewState_1.ALL_ZENI_USER_ONBOARDING_STEPS
-        : onboardingCustomerViewState_1.ALL_ONBOARDING_STEPS;
+        : accountingConnectionCreationMode === 'zeni_user'
+            ? onboardingCustomerViewState_1.ALL_ZENI_USER_BOOKKEEPING_ONBOARDING_STEPS
+            : onboardingCustomerViewState_1.ALL_ONBOARDING_STEPS;
     const requiredStepsData = (accountingConnectionCreationMode === 'zeni_user' && isValidConnection) ||
-        ((productSettings.isBankingEnabled || productSettings.isCardsEnabled) &&
-            !productSettings.isBookkeepingEnabled)
+        isCoreOnlyTenant
         ? onboardingCustomerViewState_1.ZENI_USER_REQUIRED_ONBOARDING_STEPS
         : onboardingCustomerViewState_1.REQUIRED_ONBOARDING_STEPS;
     return {

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

@@ -8,6 +8,7 @@ export declare const CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO: readonly ["con
 export declare const REQUIRED_ONBOARDING_STEPS: readonly ["setup_billing", "connect_ledger"];
 export declare const ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT: readonly ["verification"];
 export declare const ALL_ZENI_USER_ONBOARDING_STEPS: readonly ["setup_billing", "verification"];
+export declare const ALL_ZENI_USER_BOOKKEEPING_ONBOARDING_STEPS: readonly ["setup_billing", "connect_data_source", "verification"];
 export declare const ALL_CUSTOMER_ONBOARDING_STEPS_WITH_QBO: readonly ["connect_ledger", "connect_data_source", "verification"];
 export declare const ALL_ONBOARDING_STEPS: readonly ["setup_billing", "connect_ledger", "connect_data_source", "verification"];
 export declare const toOnboardingStepType: (v: string) => "setup_billing" | "connect_ledger" | "verification" | "connect_data_source";

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

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.emptyAiAgentsActivationSubview = exports.emptyAiAgentsActivationCounts = exports.toOnboardingSubStepType = exports.ALL_ONBOARDING_SUB_STEPS = exports.toOnboardingStepType = exports.ALL_ONBOARDING_STEPS = exports.ALL_CUSTOMER_ONBOARDING_STEPS_WITH_QBO = exports.ALL_ZENI_USER_ONBOARDING_STEPS = exports.ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT = exports.REQUIRED_ONBOARDING_STEPS = exports.CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO = exports.ZENI_USER_REQUIRED_ONBOARDING_STEPS = void 0;
+exports.emptyAiAgentsActivationSubview = exports.emptyAiAgentsActivationCounts = exports.toOnboardingSubStepType = exports.ALL_ONBOARDING_SUB_STEPS = exports.toOnboardingStepType = exports.ALL_ONBOARDING_STEPS = exports.ALL_CUSTOMER_ONBOARDING_STEPS_WITH_QBO = exports.ALL_ZENI_USER_BOOKKEEPING_ONBOARDING_STEPS = exports.ALL_ZENI_USER_ONBOARDING_STEPS = exports.ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT = exports.REQUIRED_ONBOARDING_STEPS = exports.CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO = exports.ZENI_USER_REQUIRED_ONBOARDING_STEPS = void 0;
 const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
 // Onboarding steps are the 4 top-level surfaces. Officer + details verification
 // live as sub-steps under `verification` (state machine in CustomerOnboardingPage).
@@ -21,6 +21,14 @@ exports.ALL_ZENI_USER_ONBOARDING_STEPS = [
     ...exports.ZENI_USER_REQUIRED_ONBOARDING_STEPS,
     ...exports.ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
 ];
+// Zeni-team-connects-QBO bookkeeping tenants: skip the `connect_ledger` step
+// (Zeni already did it) but keep `connect_data_source` so the customer can
+// still wire up non-QBO integrations (Plaid, Stripe, HubSpot, email, etc.).
+exports.ALL_ZENI_USER_BOOKKEEPING_ONBOARDING_STEPS = [
+    ...exports.ZENI_USER_REQUIRED_ONBOARDING_STEPS,
+    'connect_data_source',
+    ...exports.ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
+];
 exports.ALL_CUSTOMER_ONBOARDING_STEPS_WITH_QBO = [
     ...exports.CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO,
     'connect_data_source',

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

@@ -14,7 +14,21 @@ const kycKybAutofill_1 = require("./types/kycKybAutofill");
 exports.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';
+// Extend's driving-license parser is US-focused — its response shape
+// (`ExtendDrivingLicenseParsed`) only returns `issuing_state`, no
+// `issuing_country` / `country_of_issue`. So we default the address country
+// to US for autofill purposes.
+//
+// `country` is the alpha-3 ISO code (matches the rest of the codebase's
+// address payloads — e.g. `subscriptionBillingAddress.country = 'USA'`).
+// The Edit Address form's country dropdown looks up the option by alpha-3,
+// so using the country name here would leave the dropdown blank.
+//
+// To support non-US driving licenses later: (1) extend the document-service
+// Extend workflow to return an issuing-country field, (2) add it to
+// `ExtendDrivingLicenseParsed`, (3) read it here with this US value as the
+// fallback when the parser couldn't determine the country.
+const DRIVING_LICENSE_DEFAULT_COUNTRY = 'USA';
 const DRIVING_LICENSE_DEFAULT_COUNTRY_CODE = 'US';
 const emptyResult = () => ({
     values: {},

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.1.6",
+  "version": "5.1.8",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",