@zeniai/client-epic-state 5.1.6 → 5.1.8-betaAS1

package/lib/commonPayloadTypes/commonPayload.d.ts

@@ -10,10 +10,31 @@ export interface AllowedValueWithCodeOptionalPayload {
 export declare function isAllowedValueWithCodePayload(allowedValueWithCodePayload: any): allowedValueWithCodePayload is AllowedValueWithCodePayload;
 export declare function isAllowedValueWithCodeOptionalPayload(allowedValueWithCodePayload: any): allowedValueWithCodePayload is AllowedValueWithCodeOptionalPayload;
 export declare function toAllowedValueWithCode(allowedValueWithCodePayload: AllowedValueWithCodePayload): AllowedValueWithCode;
+export interface LabelValueCodeDescriptionPayload {
+    code: string;
+    description: string;
+}
+export interface LabelValueFileOptionPayload {
+    file_id: string;
+    option?: string;
+}
+export interface LabelValuePersonNamePayload {
+    first_name?: string;
+    last_name?: string;
+}
+export interface LabelValuePersonPayload {
+    company_role?: string;
+    date_of_birth?: string;
+    email?: string;
+    name?: LabelValuePersonNamePayload;
+    nationality?: string;
+    ownership_percentage?: number;
+    proof_of_address?: LabelValueFileOptionPayload[];
+    proof_of_identity?: LabelValueFileOptionPayload[];
+    ssn?: string;
+}
+export type LabelValueCodesValuesPayload = string | string[] | LabelValueCodeDescriptionPayload | LabelValueCodeDescriptionPayload[] | LabelValueFileOptionPayload | LabelValueFileOptionPayload[] | LabelValuePersonPayload | LabelValuePersonPayload[];
 export interface LabelValueCodesPayload {
     label: string;
-    values: {
-        code: string;
-        description: string;
-    }[] | string[];
+    values: LabelValueCodesValuesPayload;
 }

package/lib/esm/index.js

@@ -292,6 +292,7 @@ import { convertAmountToHomeCurrency, discardBillUpdatesInLocalStore, discardOut
 import { checkIfCreatorIsApprover, getEditBillDetail, toPaymentToOption, } from './view/spendManagement/billPay/editBillView/editBillViewSelector';
 import { clearInternationalWire, createPaymentInstrument, createPaymentInstrumentUpdateStatus, deletePaymentInstrument, fetchInternationalWireDynamicForm, initializeDynamicForm, initializeInternationalWireLocalData, updateInternationalWireLocalStoreData, } from './view/spendManagement/billPay/internationalWire/internationalWireReducer';
 import { getInternationalWireView, } from './view/spendManagement/billPay/internationalWire/internationalWireSelector';
+import { InternationalWireVerificationFormOrder, sortVerificationFormFields, } from './view/spendManagement/billPay/internationalWireVerification/internationalWireVerificationPayload';
 import { fetchInternationalVerificationForm, submitInternationalVerificationForm, updateVerificationFormLocalData, } from './view/spendManagement/billPay/internationalWireVerification/internationalWireVerificationReducer';
 import { getIntlWireVerificationView, } from './view/spendManagement/billPay/internationalWireVerification/internationalWireVerificationSelector';
 import { fetchBillAttachment, fetchMagicLinkBankNameByRouting, fetchMagicLinkBankNameBySwift, fetchMagicLinkTenant, saveBankAccount, saveMagicLinkAddressInLocalStore, updateMagicLinkBankAccountLocalStoreData, updateMagicLinkInternationalBankAccountLocalStoreData, } from './view/spendManagement/billPay/magicLinkView/magicLinkViewReducer';
@@ -644,7 +645,11 @@ export { pushToastNotification, getLastNotificationTime, getNotifications, };
 export { getReferralListView, getInviteFormView, toReferralListViewSortKeyType, StatusTypes, AmountStatusTypes, fetchReferrals, sendReferralInvite, clearReferrals, saveReferralFormDataInLocalStore, updateReferralListSortUiState, resendReferralInvite, fetchRewardsPlan, getRewardsPlanCard, updateReferViewed, };
 export { ALL_WEEK_DAYS, SEMI_WEEKLY_REQUIRED_DAYS_COUNT, getMinAllowedEndDate, getRecurringEndDateFromCount, toDayOfWeek, toRecurringFrequency, };
 export { fetchCockpitContext, fetchCompanyTaskManagerView, fetchTaskManagerMetrics, getCompanyTaskManagerView, createTaskFromTaskGroupTemplate, };
-export { fetchInternationalVerificationForm, submitInternationalVerificationForm, updateVerificationFormLocalData, getIntlWireVerificationView, };
+export { InternationalWireVerificationFormOrder, sortVerificationFormFields, fetchInternationalVerificationForm, submitInternationalVerificationForm, updateVerificationFormLocalData, getIntlWireVerificationView, };
+export { InternationalWireVerificationBooleanWithSubfieldsFieldNameList, InternationalWireVerificationBooleanWithSubfieldsFieldNames, InternationalWireVerificationControllingPersonFieldName, InternationalWireVerificationFormFieldNames, InternationalWireVerificationStakeHolderFieldName, InternationalWireVerificationSubfieldNames, } from './view/spendManagement/billPay/internationalWireVerification/internationalWireVerificationFieldConstants';
+export { IntlWireVerificationLocalDataSuffix, toIntlWireVerificationFormDetails, toIntlWireVerificationSubmitPayload, } from './view/spendManagement/billPay/internationalWireVerification/internationalWireVerificationSubmitPayload';
+export { getStakeHolderOwnerIndicesFromLocalData, } from './view/spendManagement/billPay/internationalWireVerification/internationalWireVerificationLocalDataHelpers';
+export { toVerificationFormLocalDataFromOnboardingDetails, } from './view/spendManagement/billPay/internationalWireVerification/internationalWireOnboardingDetailsToLocalData';
 export { fetchExpressPayInitialDetails, updateExpressPayFormLocalData, submitExpressPay, resetExpressPayLocalData, getExpressPayView, };
 export { acceptTreasuryTerms, fetchTreasurySetupView, clearTreasurySetupView, fetchTreasuryFunds, updatePortfolioAllocation, fetchPortfolioAllocation, updateFundAllocationLocalData, updateTreasuryPromoIntroClosedByOutsideClick, updateTreasuryPromoRemindMeLaterClicked, updateTreasuryVideoViewed, getTreasurySetupViewDetails, getTreasuryFundsMaximumYield, };
 // ── AI Accountant Entity ──

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/billPay/internationalWireVerification/epics/fetchIntlVerificationFormEpic.js

@@ -1,8 +1,9 @@
 import { from, of } from 'rxjs';
 import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
-import { fetchInternationalVerificationForm, initializeIntlVerificationForm, updateInternationalVerificationForm, updateVerificationFormFailure, } from '../internationalWireVerificationReducer';
-export const fetchIntlVerificationFormEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchInternationalVerificationForm.match), switchMap((action) => {
+import { toVerificationFormLocalDataFromOnboardingDetails } from '../internationalWireOnboardingDetailsToLocalData';
+import { fetchInternationalVerificationForm, updateInternationalVerificationForm, updateVerificationFormFailure, updateVerificationFormLocalData, } from '../internationalWireVerificationReducer';
+export const fetchIntlVerificationFormEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchInternationalVerificationForm.match), switchMap((action) => {
     const query = {
         region: 'US',
         legal_type: 'BUSINESS',
@@ -11,11 +12,14 @@ export const fetchIntlVerificationFormEpic = (actions$, _state$, zeniAPI) => act
         .getJSON(`${zeniAPI.apiEndPoints.payMicroServiceBaseUrl}/1.0/international-wire/onboarding-fields?query=${encodeURIComponent(JSON.stringify(query))}`)
         .pipe(mergeMap((response) => {
         if (isSuccessResponse(response) && response.data != null) {
+            const onboardingDataFromCompanyInfo = state$.value.companyState.companiesById[action.payload.companyId]
+                ?.companyBillPayInfo?.internationalWireOnboardingDetails;
+            const localData = toVerificationFormLocalDataFromOnboardingDetails(onboardingDataFromCompanyInfo, response.data.labels);
             return from([
                 updateInternationalVerificationForm({
                     internationalWireFormPayload: response.data.labels,
                 }),
-                initializeIntlVerificationForm(action.payload.companyId, response.data.labels),
+                updateVerificationFormLocalData(localData),
             ]);
         }
         else {

package/lib/esm/view/spendManagement/billPay/internationalWireVerification/epics/initializeIntlVerificationFormEpic.js

@@ -1,39 +1,38 @@
-import { from } from 'rxjs';
+import { empty, from } from 'rxjs';
 import { filter, mergeMap } from 'rxjs/operators';
+import { getCurrentTenant } from '../../../../../entity/tenant/tenantSelector';
+import { fetchBillPaySetupViewSuccess } from '../../billPaySetupView/billPaySetupViewReducer';
+import { toVerificationFormLocalDataFromOnboardingDetails } from '../internationalWireOnboardingDetailsToLocalData';
 import { initializeIntlVerificationForm, updateVerificationFormLocalData, } from '../internationalWireVerificationReducer';
-export const initializeIntlVerificationFormEpic = (actions$, state$) => actions$.pipe(filter(initializeIntlVerificationForm.match), mergeMap((action) => {
-    const { companyId, internationalWireFormPayload } = action.payload;
-    const actions = [];
+const hasSavedPersonSubfieldData = (localData) => Object.keys(localData).some((key) => /^stake_holder_\d+_/.test(key) ||
+    (key.startsWith('controlling_person_') && key !== 'controlling_person'));
+export const initializeIntlVerificationFormEpic = (actions$, state$) => actions$.pipe(filter((action) => initializeIntlVerificationForm.match(action) ||
+    fetchBillPaySetupViewSuccess.match(action)), mergeMap((action) => {
     const state = state$.value;
-    const onboardingDataFromCompanyInfo = state.companyState.companiesById[companyId].companyBillPayInfo
-        .internationalWireOnboardingDetails;
-    const localData = {};
-    Object.keys(internationalWireFormPayload).forEach((formFieldKey) => {
-        const values = onboardingDataFromCompanyInfo != null
-            ? onboardingDataFromCompanyInfo[formFieldKey]?.values
-            : undefined;
-        if (values != null) {
-            localData[formFieldKey] =
-                internationalWireFormPayload[formFieldKey].type === 'enum'
-                    ? internationalWireFormPayload[formFieldKey]
-                        .is_multiple_values_allowed === false
-                        ? typeof values[0] === 'object' && 'code' in values[0]
-                            ? values[0].code
-                            : ''
-                        : values.map((value) => typeof value === 'object' && 'code' in value
-                            ? value.code
-                            : '')
-                    : values[0];
+    const formFieldLabels = state.internationalWireVerificationState.verificationFormFieldLabels;
+    if (Object.keys(formFieldLabels).length === 0) {
+        return empty();
+    }
+    const companyId = initializeIntlVerificationForm.match(action) ?
+        action.payload.companyId
+        : getCurrentTenant(state)?.companyId;
+    if (companyId == null) {
+        return empty();
+    }
+    const onboardingDataFromCompanyInfo = state.companyState.companiesById[companyId]?.companyBillPayInfo
+        ?.internationalWireOnboardingDetails;
+    const localDataFromCompany = toVerificationFormLocalDataFromOnboardingDetails(onboardingDataFromCompanyInfo, formFieldLabels);
+    const existingLocalData = state.internationalWireVerificationState.verificationFormLocalData;
+    if (fetchBillPaySetupViewSuccess.match(action)) {
+        if (!hasSavedPersonSubfieldData(localDataFromCompany) ||
+            hasSavedPersonSubfieldData(existingLocalData)) {
+            return empty();
         }
-        else {
-            localData[formFieldKey] =
-                internationalWireFormPayload[formFieldKey].type === 'enum' &&
-                    internationalWireFormPayload[formFieldKey]
-                        .is_multiple_values_allowed === true
-                    ? []
-                    : '';
-        }
-    });
-    actions.push(updateVerificationFormLocalData(localData));
-    return from(actions);
+    }
+    return from([
+        updateVerificationFormLocalData({
+            ...existingLocalData,
+            ...localDataFromCompany,
+        }),
+    ]);
 }));

package/lib/esm/view/spendManagement/billPay/internationalWireVerification/epics/submitIntlVerificationEpic.js

@@ -3,6 +3,7 @@ import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { updateInternationalWireOnboardingStatus } from '../../../../../entity/company/companyReducer';
 import { openSnackbar } from '../../../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
+import { toIntlWireVerificationSubmitPayload } from '../internationalWireVerificationSubmitPayload';
 import { submitInternationalVerificationForm, updateVerificationFormSubmissionStatus, } from '../internationalWireVerificationReducer';
 export const submitIntlVerificationEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(submitInternationalVerificationForm.match), switchMap((action) => {
     const { internationalWireVerificationState } = state$.value;
@@ -10,7 +11,7 @@ export const submitIntlVerificationEpic = (actions$, state$, zeniAPI) => actions
     const localData = internationalWireVerificationState.verificationFormLocalData;
     if (localData != null) {
         return zeniAPI
-            .postAndGetJSON(`${zeniAPI.apiEndPoints.payMicroServiceBaseUrl}/1.0/international-wire/onboarding`, toIntlWireVerificationPayload(localData))
+            .postAndGetJSON(`${zeniAPI.apiEndPoints.payMicroServiceBaseUrl}/1.0/international-wire/onboarding`, toIntlWireVerificationSubmitPayload(localData))
             .pipe(mergeMap((response) => {
             const actions = [];
             if (isSuccessResponse(response) && response.data != null) {
@@ -54,9 +55,3 @@ export const submitIntlVerificationEpic = (actions$, state$, zeniAPI) => actions
         return from([]);
     }
 }));
-const toIntlWireVerificationPayload = (localData) => {
-    return {
-        is_applicant_declaration: true,
-        form_details: localData,
-    };
-};

package/lib/esm/view/spendManagement/billPay/internationalWireVerification/internationalWireOnboardingDetailsToLocalData.js

@@ -0,0 +1,146 @@
+import { InternationalWireVerificationBooleanWithSubfieldsFieldNames, InternationalWireVerificationFormFieldNames, } from './internationalWireVerificationFieldConstants';
+import { appendIntlWireFileOptionsToLocalData, appendIntlWirePersonToLocalData, isIntlWireFileOptionLike, isIntlWirePersonLike, toIntlWireFileOptionArray, } from './internationalWireVerificationLocalDataHelpers';
+const MULTI_OPTION_FILE_FIELD_NAMES = new Set([
+    InternationalWireVerificationFormFieldNames.businessOwnership,
+    InternationalWireVerificationFormFieldNames.companyProofOfAddress,
+    InternationalWireVerificationFormFieldNames.companyOfficerProofOfAddress,
+]);
+const toValuesArray = (values) => {
+    if (values == null) {
+        return [];
+    }
+    if (Array.isArray(values)) {
+        return values;
+    }
+    return [values];
+};
+const getCodeFromValue = (value) => {
+    if (typeof value === 'string') {
+        return value;
+    }
+    if (typeof value === 'object' &&
+        value != null &&
+        'code' in value &&
+        typeof value.code === 'string') {
+        return value.code;
+    }
+    return '';
+};
+const setEmptyFieldDefault = (localData, fieldKey, fieldPayload) => {
+    if (fieldPayload.type === 'enum') {
+        localData[fieldKey] =
+            fieldPayload.is_multiple_values_allowed === true ? [] : '';
+        return;
+    }
+    if (fieldPayload.type === 'boolean_with_subfields') {
+        if (fieldKey ===
+            InternationalWireVerificationBooleanWithSubfieldsFieldNames.stakeHolder) {
+            localData[fieldKey] = 'false';
+            return;
+        }
+        if (fieldKey ===
+            InternationalWireVerificationBooleanWithSubfieldsFieldNames.controllingPerson) {
+            localData[fieldKey] = fieldPayload.default === true ? 'true' : 'false';
+        }
+    }
+};
+const parseEnumValues = (localData, fieldKey, fieldPayload, values) => {
+    if (fieldPayload.is_multiple_values_allowed === true) {
+        localData[fieldKey] = values
+            .map(getCodeFromValue)
+            .filter((code) => code.length > 0);
+        return;
+    }
+    localData[fieldKey] = getCodeFromValue(values[0]);
+};
+const parseFileValues = (localData, fieldKey, fieldPayload, values) => {
+    if (values.length > 0 &&
+        (isIntlWireFileOptionLike(values[0]) ||
+            MULTI_OPTION_FILE_FIELD_NAMES.has(fieldKey))) {
+        const fileOptions = toIntlWireFileOptionArray(values);
+        if (fileOptions.length > 0) {
+            appendIntlWireFileOptionsToLocalData(localData, fieldKey, fileOptions);
+        }
+        return;
+    }
+    const fileIds = values.filter((value) => typeof value === 'string' && value.length > 0);
+    if (fieldPayload.is_multiple_values_allowed === true) {
+        localData[fieldKey] = fileIds;
+        return;
+    }
+    localData[fieldKey] = fileIds[0] ?? '';
+};
+const parseBooleanWithSubfieldsValues = (localData, fieldKey, fieldPayload, rawValues) => {
+    if (fieldKey ===
+        InternationalWireVerificationBooleanWithSubfieldsFieldNames.controllingPerson) {
+        if (isIntlWirePersonLike(rawValues)) {
+            localData[fieldKey] = 'false';
+            appendIntlWirePersonToLocalData(localData, fieldKey, rawValues);
+            return;
+        }
+        const values = toValuesArray(rawValues);
+        if (values.length > 0 && isIntlWirePersonLike(values[0])) {
+            localData[fieldKey] = 'false';
+            appendIntlWirePersonToLocalData(localData, fieldKey, values[0]);
+            return;
+        }
+        const selection = getCodeFromValue(values[0]);
+        localData[fieldKey] =
+            selection.length > 0
+                ? selection
+                : fieldPayload.default === true
+                    ? 'true'
+                    : 'false';
+        return;
+    }
+    if (fieldKey ===
+        InternationalWireVerificationBooleanWithSubfieldsFieldNames.stakeHolder) {
+        const values = toValuesArray(rawValues);
+        if (values.length > 0 && isIntlWirePersonLike(values[0])) {
+            localData[fieldKey] = 'true';
+            values.forEach((person, ownerIndex) => {
+                if (isIntlWirePersonLike(person)) {
+                    appendIntlWirePersonToLocalData(localData, `${fieldKey}_${ownerIndex}`, person);
+                }
+            });
+            return;
+        }
+        const selection = getCodeFromValue(values[0]);
+        localData[fieldKey] = selection.length > 0 ? selection : 'false';
+    }
+};
+export const toVerificationFormLocalDataFromOnboardingDetails = (onboardingDetails, internationalWireFormPayload) => {
+    const localData = {};
+    Object.keys(internationalWireFormPayload).forEach((fieldKey) => {
+        const fieldPayload = internationalWireFormPayload[fieldKey];
+        const rawValues = onboardingDetails?.[fieldKey]?.values;
+        if (rawValues == null) {
+            setEmptyFieldDefault(localData, fieldKey, fieldPayload);
+            return;
+        }
+        if (fieldPayload.type === 'boolean_with_subfields') {
+            parseBooleanWithSubfieldsValues(localData, fieldKey, fieldPayload, rawValues);
+            return;
+        }
+        const values = toValuesArray(rawValues);
+        if (values.length === 0) {
+            setEmptyFieldDefault(localData, fieldKey, fieldPayload);
+            return;
+        }
+        switch (fieldPayload.type) {
+            case 'enum':
+                parseEnumValues(localData, fieldKey, fieldPayload, values);
+                break;
+            case 'file':
+                parseFileValues(localData, fieldKey, fieldPayload, values);
+                break;
+            case 'date':
+                localData[fieldKey] = getCodeFromValue(values[0]);
+                break;
+            default:
+                localData[fieldKey] = getCodeFromValue(values[0]);
+                break;
+        }
+    });
+    return localData;
+};

package/lib/esm/view/spendManagement/billPay/internationalWireVerification/internationalWireVerificationFieldConstants.js

@@ -0,0 +1,40 @@
+export const InternationalWireVerificationFormFieldNames = {
+    certificateOfGoodStanding: 'certificate_of_good_standing',
+    businessOwnership: 'business_ownership',
+    companyProofOfAddress: 'company_proof_of_address',
+    companyOfficerProofOfAddress: 'company_officer_proof_of_address',
+    companyRegistrationDate: 'company_registration_date',
+    annualTurnover: 'annual_turnover',
+    expectedTransactionVolume: 'expected_transaction_volume',
+    employeeCount: 'employee_count',
+    intendedUseOfAccount: 'intended_use_of_account',
+    transactionCountries: 'transaction_countries',
+    stakeHolder: 'stake_holder',
+    controllingPerson: 'controlling_person',
+};
+export const InternationalWireVerificationStakeHolderFieldName = InternationalWireVerificationFormFieldNames.stakeHolder;
+export const InternationalWireVerificationControllingPersonFieldName = InternationalWireVerificationFormFieldNames.controllingPerson;
+export const InternationalWireVerificationBooleanWithSubfieldsFieldNames = {
+    stakeHolder: InternationalWireVerificationStakeHolderFieldName,
+    controllingPerson: InternationalWireVerificationControllingPersonFieldName,
+};
+export const InternationalWireVerificationBooleanWithSubfieldsFieldNameList = Object.values(InternationalWireVerificationBooleanWithSubfieldsFieldNames);
+export const InternationalWireVerificationSubfieldNames = {
+    companyRole: 'company_role',
+    dateOfBirth: 'date_of_birth',
+    name: 'name',
+    email: 'email',
+    nationality: 'nationality',
+    ownershipPercentage: 'ownership_percentage',
+    proofOfIdentity: 'proof_of_identity',
+    proofOfAddress: 'proof_of_address',
+    ssn: 'ssn',
+};
+export const InternationalWireVerificationReadonlyHideableFieldNames = [
+    InternationalWireVerificationFormFieldNames.stakeHolder,
+    InternationalWireVerificationFormFieldNames.controllingPerson,
+    InternationalWireVerificationFormFieldNames.businessOwnership,
+    InternationalWireVerificationFormFieldNames.companyProofOfAddress,
+    InternationalWireVerificationFormFieldNames.companyOfficerProofOfAddress,
+];
+export const InternationalWireVerificationReadonlyVisibilityGateFieldName = InternationalWireVerificationFormFieldNames.businessOwnership;

package/lib/esm/view/spendManagement/billPay/internationalWireVerification/internationalWireVerificationLocalDataHelpers.js

@@ -0,0 +1,86 @@
+import { InternationalWireVerificationFormFieldNames, InternationalWireVerificationSubfieldNames, } from './internationalWireVerificationFieldConstants';
+import { IntlWireVerificationLocalDataSuffix } from './internationalWireVerificationSubmitPayload';
+export const isIntlWireFileOptionLike = (value) => typeof value === 'object' &&
+    value != null &&
+    'file_id' in value &&
+    typeof value.file_id === 'string';
+export const isIntlWirePersonLike = (value) => {
+    if (typeof value !== 'object' || value == null || Array.isArray(value)) {
+        return false;
+    }
+    const person = value;
+    return (person.name != null ||
+        person.email != null ||
+        person.nationality != null ||
+        person.company_role != null ||
+        person.ssn != null ||
+        person.date_of_birth != null ||
+        person.ownership_percentage != null ||
+        person.proof_of_identity != null ||
+        person.proof_of_address != null);
+};
+export const toIntlWireFileOptionArray = (items) => items.filter(isIntlWireFileOptionLike);
+export const appendIntlWireFileOptionsToLocalData = (localData, baseKey, fileOptions) => {
+    const [front, back] = fileOptions;
+    if (front?.file_id != null && front.file_id !== '') {
+        localData[baseKey] = front.file_id;
+        if (front.option != null && front.option !== '') {
+            localData[`${baseKey}${IntlWireVerificationLocalDataSuffix.documentOption}`] = front.option;
+        }
+    }
+    if (back?.file_id != null && back.file_id !== '') {
+        localData[`${baseKey}${IntlWireVerificationLocalDataSuffix.documentBack}`] =
+            back.file_id;
+    }
+};
+export const appendIntlWirePersonToLocalData = (localData, keyPrefix, person) => {
+    const nameBaseKey = `${keyPrefix}_${InternationalWireVerificationSubfieldNames.name}`;
+    if (person.name?.first_name != null) {
+        localData[`${nameBaseKey}${IntlWireVerificationLocalDataSuffix.nameFirst}`] = person.name.first_name;
+    }
+    if (person.name?.last_name != null) {
+        localData[`${nameBaseKey}${IntlWireVerificationLocalDataSuffix.nameLast}`] = person.name.last_name;
+    }
+    const assignStringField = (subfieldName, fieldValue) => {
+        if (fieldValue != null && fieldValue !== '') {
+            localData[`${keyPrefix}_${subfieldName}`] = fieldValue;
+        }
+    };
+    assignStringField(InternationalWireVerificationSubfieldNames.nationality, person.nationality);
+    assignStringField(InternationalWireVerificationSubfieldNames.email, person.email);
+    assignStringField(InternationalWireVerificationSubfieldNames.companyRole, person.company_role);
+    assignStringField(InternationalWireVerificationSubfieldNames.ssn, person.ssn);
+    assignStringField(InternationalWireVerificationSubfieldNames.dateOfBirth, person.date_of_birth);
+    if (person.ownership_percentage != null) {
+        localData[`${keyPrefix}_${InternationalWireVerificationSubfieldNames.ownershipPercentage}`] = person.ownership_percentage;
+    }
+    if (person.proof_of_identity != null) {
+        appendIntlWireFileOptionsToLocalData(localData, `${keyPrefix}_${InternationalWireVerificationSubfieldNames.proofOfIdentity}`, toIntlWireFileOptionArray(person.proof_of_identity));
+    }
+    if (person.proof_of_address != null) {
+        appendIntlWireFileOptionsToLocalData(localData, `${keyPrefix}_${InternationalWireVerificationSubfieldNames.proofOfAddress}`, toIntlWireFileOptionArray(person.proof_of_address));
+    }
+};
+export const getStakeHolderOwnerIndicesFromLocalData = (localData) => {
+    const indices = new Set();
+    Object.keys(localData).forEach((key) => {
+        const match = key.match(/^stake_holder_(\d+)_/);
+        if (match != null) {
+            indices.add(Number.parseInt(match[1], 10));
+        }
+    });
+    return Array.from(indices).sort((a, b) => a - b);
+};
+export const hasBusinessOwnershipValueInLocalData = (localData) => {
+    const baseKey = InternationalWireVerificationFormFieldNames.businessOwnership;
+    const frontFileId = localData[baseKey];
+    if (typeof frontFileId === 'string' && frontFileId !== '') {
+        return true;
+    }
+    const backFileId = localData[`${baseKey}${IntlWireVerificationLocalDataSuffix.documentBack}`];
+    if (typeof backFileId === 'string' && backFileId !== '') {
+        return true;
+    }
+    const documentOption = localData[`${baseKey}${IntlWireVerificationLocalDataSuffix.documentOption}`];
+    return typeof documentOption === 'string' && documentOption !== '';
+};

package/lib/esm/view/spendManagement/billPay/internationalWireVerification/internationalWireVerificationPayload.js

@@ -1,15 +1,62 @@
+import { InternationalWireVerificationReadonlyHideableFieldNames, InternationalWireVerificationFormFieldNames, } from './internationalWireVerificationFieldConstants';
+import { hasBusinessOwnershipValueInLocalData } from './internationalWireVerificationLocalDataHelpers';
+export const InternationalWireVerificationFormOrder = [
+    InternationalWireVerificationFormFieldNames.certificateOfGoodStanding,
+    InternationalWireVerificationFormFieldNames.businessOwnership,
+    InternationalWireVerificationFormFieldNames.companyProofOfAddress,
+    InternationalWireVerificationFormFieldNames.companyOfficerProofOfAddress,
+    InternationalWireVerificationFormFieldNames.companyRegistrationDate,
+    InternationalWireVerificationFormFieldNames.annualTurnover,
+    InternationalWireVerificationFormFieldNames.expectedTransactionVolume,
+    InternationalWireVerificationFormFieldNames.employeeCount,
+    InternationalWireVerificationFormFieldNames.intendedUseOfAccount,
+    InternationalWireVerificationFormFieldNames.transactionCountries,
+    InternationalWireVerificationFormFieldNames.stakeHolder,
+    InternationalWireVerificationFormFieldNames.controllingPerson,
+];
+const toFieldValues = (fieldValues) => fieldValues?.map(({ code, description }) => ({ code, description })) ?? [];
+const toSubField = (subfield) => ({
+    label: subfield.label,
+    placeholder: subfield.field_hint_text ?? '',
+    type: subfield.type,
+    fieldValues: toFieldValues(subfield.field_values),
+    isMultipleOptionsSupported: subfield.is_multiple_options_supported,
+    options: subfield.options,
+});
 export const toDynamicFormField = (key, payload) => ({
     name: key,
     label: payload.label,
     placeholder: payload.field_hint_text ?? '',
     isMultipleValuesAllowed: payload.is_multiple_values_allowed ?? false,
     type: payload.type,
-    fieldValues: payload.field_values != null && payload.field_values.length > 0
-        ? payload.field_values.map((fieldValue) => {
-            return {
-                code: fieldValue.code,
-                description: fieldValue.description,
-            };
-        })
-        : [],
+    fieldValues: toFieldValues(payload.field_values),
+    isMultipleOptionsSupported: payload.is_multiple_options_supported,
+    options: payload.options,
+    requirements: payload.requirements,
+    default: payload.default,
+    subfields: payload.subfields != null
+        ? Object.fromEntries(Object.entries(payload.subfields).map(([subfieldKey, subfield]) => [
+            subfieldKey,
+            toSubField(subfield),
+        ]))
+        : undefined,
 });
+const readonlyHideableVerificationFormFieldNames = new Set(InternationalWireVerificationReadonlyHideableFieldNames);
+export const filterVerificationFormFieldsForReadonlyView = (fields, localData, isReadonly) => {
+    if (!isReadonly || hasBusinessOwnershipValueInLocalData(localData)) {
+        return fields;
+    }
+    return fields.filter((field) => !readonlyHideableVerificationFormFieldNames.has(field.name));
+};
+export const sortVerificationFormFields = (fields) => {
+    const orderIndex = new Map(InternationalWireVerificationFormOrder.map((name, index) => [name, index]));
+    return fields.slice().sort((a, b) => {
+        const aIndex = orderIndex.get(a.name) ?? InternationalWireVerificationFormOrder.length;
+        const bIndex = orderIndex.get(b.name) ?? InternationalWireVerificationFormOrder.length;
+        if (aIndex !== bIndex) {
+            return aIndex - bIndex;
+        }
+        return a.name.localeCompare(b.name);
+    });
+};
+export const toVerificationFormFields = (internationalWireFormPayload) => sortVerificationFormFields(Object.keys(internationalWireFormPayload).map((key) => toDynamicFormField(key, internationalWireFormPayload[key])));

package/lib/esm/view/spendManagement/billPay/internationalWireVerification/internationalWireVerificationReducer.js

@@ -1,9 +1,10 @@
 import { createSlice } from '@reduxjs/toolkit';
-import { toDynamicFormField, } from './internationalWireVerificationPayload';
+import { toVerificationFormFields, } from './internationalWireVerificationPayload';
 export const initialState = {
     verificationFormFetchState: {
         fetchState: 'Not-Started',
     },
+    verificationFormFieldLabels: {},
     verificationFormFields: [],
     verificationFormLocalData: {},
     verificationFormSubmitState: {
@@ -31,11 +32,8 @@ const internationalWireVerification = createSlice({
         },
         updateInternationalVerificationForm(draft, action) {
             const { internationalWireFormPayload } = action.payload;
-            const verificationFormFields = [];
-            Object.keys(internationalWireFormPayload).forEach((key) => {
-                verificationFormFields.push(toDynamicFormField(key, internationalWireFormPayload[key]));
-            });
-            draft.verificationFormFields = verificationFormFields;
+            draft.verificationFormFieldLabels = internationalWireFormPayload;
+            draft.verificationFormFields = toVerificationFormFields(internationalWireFormPayload);
             draft.verificationFormFetchState.fetchState = 'Completed';
         },
         updateVerificationFormFailure(draft, action) {
@@ -45,6 +43,7 @@ const internationalWireVerification = createSlice({
         },
         updateVerificationFormLocalData(draft, action) {
             draft.verificationFormLocalData = {
+                ...draft.verificationFormLocalData,
                 ...action.payload,
             };
         },