@zeniai/client-epic-state 5.1.7 → 5.1.8-betaAS1

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

@@ -1,5 +1,7 @@
 import { createSlice } from '@reduxjs/toolkit';
 import { date } from '../../../zeniDayJS';
+import { parseUploadedKybDocument, parseUploadedKybDocumentFailure, parseUploadedKycDocument, parseUploadedKycDocumentFailure, } from '../../spendManagement/commonSetup/kycKybAutofillActions';
+import { emptyAiAgentsActivationSubview, } from './onboardingCustomerViewState';
 const initialStatus = {
     fetchState: 'Not-Started',
     error: undefined,
@@ -8,62 +10,33 @@ export const initialState = {
     updateStatus: initialStatus,
     saveStatus: initialStatus,
     dashboardLoadedStatus: initialStatus,
-    currentStep: 'link_payment_account',
+    currentStep: 'setup_billing',
+    currentSubStep: 'default',
+    parsingDocumentFileIds: [],
     companyDetails: {
+        autoFilledFields: [],
         localData: undefined,
     },
-    companyOfficerUpdateStatus: {
-        Officer_1: {
+    companyOfficerUpdateStatus: (() => {
+        const emptyOfficerSlot = {
+            autoFilledFields: [],
             localData: undefined,
             sendOtpStatus: initialStatus,
             otpverificationStatus: initialStatus,
-        },
-        Officer_2: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_3: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_4: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_5: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_6: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_7: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_8: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_9: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_10: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-    },
+        };
+        return {
+            Officer_1: { ...emptyOfficerSlot },
+            Officer_2: { ...emptyOfficerSlot },
+            Officer_3: { ...emptyOfficerSlot },
+            Officer_4: { ...emptyOfficerSlot },
+            Officer_5: { ...emptyOfficerSlot },
+            Officer_6: { ...emptyOfficerSlot },
+            Officer_7: { ...emptyOfficerSlot },
+            Officer_8: { ...emptyOfficerSlot },
+            Officer_9: { ...emptyOfficerSlot },
+            Officer_10: { ...emptyOfficerSlot },
+        };
+    })(),
     primaryContactDetails: {},
     paymentAccountDetails: {
         fetchStatus: initialStatus,
@@ -91,6 +64,7 @@ export const initialState = {
     },
     fetchState: 'Not-Started',
     error: undefined,
+    aiAgentsActivation: { ...emptyAiAgentsActivationSubview },
     uiState: {
         isQBOPopupOpen: false,
         isCardPaymentPopupOpen: false,
@@ -143,6 +117,9 @@ const onboardingCustomerView = createSlice({
         updateCurrentStep(draft, action) {
             draft.currentStep = action.payload.step;
         },
+        updateCurrentSubStep(draft, action) {
+            draft.currentSubStep = action.payload.subStep;
+        },
         updateOnboardingCustomerViewAccountDetails: {
             prepare(paymentAccountIds, subscriptionPaymentAccountIds) {
                 return { payload: { paymentAccountIds, subscriptionPaymentAccountIds } };
@@ -180,6 +157,126 @@ const onboardingCustomerView = createSlice({
                 };
             },
         },
+        acknowledgeOnboardingAiFinanceTeam: {
+            reducer(draft) {
+                draft.aiFinanceTeamAcknowledgementStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(companyId) {
+                return {
+                    payload: { companyId },
+                };
+            },
+        },
+        acknowledgeOnboardingAiFinanceTeamSuccess(draft) {
+            draft.aiFinanceTeamAcknowledgementStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        acknowledgeOnboardingAiFinanceTeamFailure: {
+            reducer(draft, action) {
+                draft.aiFinanceTeamAcknowledgementStatus = {
+                    fetchState: 'Error',
+                    error: action.payload,
+                };
+            },
+            prepare(error) {
+                return {
+                    payload: error,
+                };
+            },
+        },
+        acknowledgeOnboardingAiActivationViewed: {
+            reducer(draft) {
+                draft.aiActivationViewedAcknowledgementStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(companyId) {
+                return {
+                    payload: { companyId },
+                };
+            },
+        },
+        acknowledgeOnboardingAiActivationViewedSuccess(draft) {
+            draft.aiActivationViewedAcknowledgementStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        acknowledgeOnboardingAiActivationViewedFailure: {
+            reducer(draft, action) {
+                draft.aiActivationViewedAcknowledgementStatus = {
+                    fetchState: 'Error',
+                    error: action.payload,
+                };
+            },
+            prepare(error) {
+                return {
+                    payload: error,
+                };
+            },
+        },
+        fetchAiAgentsActivationStatus(draft) {
+            draft.aiAgentsActivation.fetchStatus = {
+                fetchState: 'In-Progress',
+                error: undefined,
+            };
+        },
+        fetchAiAgentsActivationStatusSuccess: {
+            reducer(draft, action) {
+                draft.aiAgentsActivation.fetchStatus = {
+                    fetchState: 'Completed',
+                    error: undefined,
+                };
+                draft.aiAgentsActivation.phases = action.payload.phases;
+                draft.aiAgentsActivation.counts = action.payload.counts;
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
+        fetchAiAgentsActivationStatusFailure: {
+            reducer(draft, action) {
+                draft.aiAgentsActivation.fetchStatus = {
+                    fetchState: 'Error',
+                    error: action.payload,
+                };
+            },
+            prepare(error) {
+                return { payload: error };
+            },
+        },
+        aiAgentsActivationCountsUpdated: {
+            reducer(draft, action) {
+                draft.aiAgentsActivation.counts = {
+                    ...draft.aiAgentsActivation.counts,
+                    ...action.payload,
+                };
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
+        aiAgentsActivationPhaseChanged: {
+            reducer(draft, action) {
+                const target = draft.aiAgentsActivation.phases;
+                const index = target.findIndex((phase) => phase.key === action.payload.key);
+                if (index === -1) {
+                    target.push(action.payload);
+                }
+                else {
+                    target[index] = { ...target[index], ...action.payload };
+                }
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
         updateOnboardingCustomerViewDashboardLoaded: {
             reducer(draft) {
                 draft.dashboardLoadedStatus = {
@@ -592,7 +689,82 @@ const onboardingCustomerView = createSlice({
         clearOnboardingCustomerView(draft) {
             Object.assign(draft, initialState);
         },
+        /** Merge AI-parsed officer fields into the officer's onboarding localData. */
+        applyKycDocumentAutofillForOnboarding: {
+            reducer(draft, action) {
+                const { officerType, values, autoFilledFieldNames, fileId } = action.payload;
+                const slot = draft.companyOfficerUpdateStatus[officerType];
+                slot.localData = Object.assign({}, slot.localData, values);
+                slot.autoFilledFields = Array.from(new Set([...(slot.autoFilledFields ?? []), ...autoFilledFieldNames]));
+                draft.parsingDocumentFileIds = (draft.parsingDocumentFileIds ?? []).filter((id) => id !== fileId);
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
+        /** Merge AI-parsed company fields into companyDetails onboarding localData. */
+        applyKybDocumentAutofillForOnboarding: {
+            reducer(draft, action) {
+                const { values, autoFilledFieldNames, fileId } = action.payload;
+                draft.companyDetails.localData = Object.assign({}, draft.companyDetails.localData, values);
+                const prev = draft.companyDetails.autoFilledFields ?? [];
+                draft.companyDetails.autoFilledFields = Array.from(new Set([...prev, ...autoFilledFieldNames]));
+                draft.parsingDocumentFileIds = (draft.parsingDocumentFileIds ?? []).filter((id) => id !== fileId);
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
+        /** Wipe AI-autofill badges during onboarding. */
+        clearKycKybAutofillForOnboarding: {
+            reducer(draft, action) {
+                const { officerType } = action.payload;
+                if (officerType != null) {
+                    draft.companyOfficerUpdateStatus[officerType].autoFilledFields = [];
+                }
+                else {
+                    draft.companyDetails.autoFilledFields = [];
+                    Object.keys(draft.companyOfficerUpdateStatus).forEach((key) => {
+                        draft.companyOfficerUpdateStatus[key].autoFilledFields = [];
+                    });
+                }
+            },
+            prepare(payload = {}) {
+                return { payload };
+            },
+        },
+    },
+    extraReducers: (builder) => {
+        const addParsingFileId = (draft, fileId) => {
+            draft.parsingDocumentFileIds = draft.parsingDocumentFileIds ?? [];
+            if (!draft.parsingDocumentFileIds.includes(fileId)) {
+                draft.parsingDocumentFileIds.push(fileId);
+            }
+        };
+        const removeParsingFileId = (draft, fileId) => {
+            draft.parsingDocumentFileIds = (draft.parsingDocumentFileIds ?? []).filter((id) => id !== fileId);
+        };
+        builder.addCase(parseUploadedKycDocument, (draft, action) => {
+            if (action.payload.target === 'onboarding') {
+                addParsingFileId(draft, action.payload.fileId);
+            }
+        });
+        builder.addCase(parseUploadedKybDocument, (draft, action) => {
+            if (action.payload.target === 'onboarding') {
+                addParsingFileId(draft, action.payload.fileId);
+            }
+        });
+        builder.addCase(parseUploadedKycDocumentFailure, (draft, action) => {
+            if (action.payload.target === 'onboarding') {
+                removeParsingFileId(draft, action.payload.fileId);
+            }
+        });
+        builder.addCase(parseUploadedKybDocumentFailure, (draft, action) => {
+            if (action.payload.target === 'onboarding') {
+                removeParsingFileId(draft, action.payload.fileId);
+            }
+        });
     },
 });
-export const { fetchOnboardingCustomerView, fetchOnboardingCustomerSetupView, fetchOnboardingCustomerSetupViewSuccess, fetchOnboardingCustomerSetupViewFailure, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewCompleteStatusSuccess, updateOnboardingCustomerViewCompleteStatusFailure, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingCustomerViewDashboardLoadedSuccess, updateOnboardingCustomerViewDashboardLoadedFailure, updateOnboardingCustomerView, updateOnboardingCustomerViewSuccess, updateOnboardingCustomerViewFailure, updateOnboardingPaymentAccountStatus, updateOnboardingPaymentAccountStatusSuccess, updateOnboardingPaymentAccountStatusFailure, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountLoginStatusSuccess, updateOnboardingPaymentAccountLoginStatusFailure, establishOnboardingPlaidConnection, establishOnboardingPlaidConnectionSuccess, establishOnboardingPlaidConnectionFailure, getOnboardingPlaidLinkToken, getOnboardingPlaidLinkTokenSuccess, getOnboardingPlaidLinkTokenFailure, updateCurrentStep, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewLocalStoreData, saveOnboardingCustomerViewDataInLocalStore, saveOnboardingCompnayOfficerPhoneInLocalStore, updateOnboardingCustomerViewUIState, sendOnboardingOfficerOtp, sendOnboardingOfficerOtpSuccess, sendOnboardingOfficerOtpFailure, resendOnboardingOfficerOtp, verifyOnboardingOfficerOtp, verifyOnboardingOfficerOtpSuccess, verifyOnboardingOfficerOtpFailure, clearOnboardingCustomerViewDataInLocalStore, clearOnboardingCustomerView, } = onboardingCustomerView.actions;
+export const { fetchOnboardingCustomerView, fetchOnboardingCustomerSetupView, fetchOnboardingCustomerSetupViewSuccess, fetchOnboardingCustomerSetupViewFailure, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewCompleteStatusSuccess, updateOnboardingCustomerViewCompleteStatusFailure, acknowledgeOnboardingAiFinanceTeam, acknowledgeOnboardingAiFinanceTeamSuccess, acknowledgeOnboardingAiFinanceTeamFailure, acknowledgeOnboardingAiActivationViewed, acknowledgeOnboardingAiActivationViewedSuccess, acknowledgeOnboardingAiActivationViewedFailure, fetchAiAgentsActivationStatus, fetchAiAgentsActivationStatusSuccess, fetchAiAgentsActivationStatusFailure, aiAgentsActivationCountsUpdated, aiAgentsActivationPhaseChanged, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingCustomerViewDashboardLoadedSuccess, updateOnboardingCustomerViewDashboardLoadedFailure, updateOnboardingCustomerView, updateOnboardingCustomerViewSuccess, updateOnboardingCustomerViewFailure, updateOnboardingPaymentAccountStatus, updateOnboardingPaymentAccountStatusSuccess, updateOnboardingPaymentAccountStatusFailure, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountLoginStatusSuccess, updateOnboardingPaymentAccountLoginStatusFailure, establishOnboardingPlaidConnection, establishOnboardingPlaidConnectionSuccess, establishOnboardingPlaidConnectionFailure, getOnboardingPlaidLinkToken, getOnboardingPlaidLinkTokenSuccess, getOnboardingPlaidLinkTokenFailure, updateCurrentStep, updateCurrentSubStep, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewLocalStoreData, saveOnboardingCustomerViewDataInLocalStore, saveOnboardingCompnayOfficerPhoneInLocalStore, updateOnboardingCustomerViewUIState, sendOnboardingOfficerOtp, sendOnboardingOfficerOtpSuccess, sendOnboardingOfficerOtpFailure, resendOnboardingOfficerOtp, verifyOnboardingOfficerOtp, verifyOnboardingOfficerOtpSuccess, verifyOnboardingOfficerOtpFailure, clearOnboardingCustomerViewDataInLocalStore, clearOnboardingCustomerView, applyKycDocumentAutofillForOnboarding, applyKybDocumentAutofillForOnboarding, clearKycKybAutofillForOnboarding, } = onboardingCustomerView.actions;
 export default onboardingCustomerView.reducer;

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

@@ -8,10 +8,10 @@ import { getUserRoleByUserIds } from '../../../entity/userRole/userRoleSelector'
 import { getCompanyConfig } from '../../companyConfigView/companyConfigSelector';
 import { getCompanyView } from '../../companyView/selectorHelpers/getCompanyView';
 import { getCompanyAndIdentityDetails, } from '../../spendManagement/commonSetup/setupViewSelector';
-import { ALL_ONBOARDING_STEPS, ALL_ZENI_USER_ONBOARDING_STEPS, REQUIRED_ONBOARDING_STEPS, ZENI_USER_REQUIRED_ONBOARDING_STEPS, toOnboardingStepType, } from './onboardingCustomerViewState';
+import { ALL_ONBOARDING_STEPS, ALL_ZENI_USER_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, updateStatus, saveStatus, currentStep, uiState, fetchState, error, } = onboardingCustomerViewState;
+    const { companyDetails, companyOfficerUpdateStatus, primaryContactDetails, subscriptionPaymentAccountIds, paymentAccountDetails, plaidConnectionDetails, parsingDocumentFileIds, updateStatus, saveStatus, currentStep, currentSubStep, uiState, fetchState, error, } = onboardingCustomerViewState;
     const { paymentAccountIds } = paymentAccountDetails;
     let subscriptionPaymentAccount;
     let paymentAccount;
@@ -54,6 +54,7 @@ export function getOnboardingCustomerView(state, companyId) {
         companyDetails,
         companyOfficerUpdateStatus,
         primaryContactDetails,
+        parsingDocumentFileIds,
     });
     const companyAddress = addressViewState.newAddressState?.company_address;
     if (companyAddress == null &&
@@ -73,7 +74,7 @@ export function getOnboardingCustomerView(state, companyId) {
         cardPaymentViewState.cardPaymentsIds.length > 0) &&
         companyView?.company.company.companyOnboardingInfo
             .subscriptionBillingAddressId != null) {
-        completedSteps.push('link_payment_account');
+        completedSteps.push('setup_billing');
     }
     const isPaymentVerified = (paymentAccount?.providerVerificationStatus?.code?.includes('verified') ===
         true &&
@@ -84,24 +85,25 @@ export function getOnboardingCustomerView(state, companyId) {
         .subscriptionBillingAddressId != null;
     if ((isPaymentVerified || hasSubscriptionBillingAddress) &&
         !(isPaymentVerified && hasSubscriptionBillingAddress)) {
-        halfCompletedSteps.push('link_payment_account');
+        halfCompletedSteps.push('setup_billing');
     }
     const isValidConnection = externalConnections?.accounting[0]?.isValid ?? false;
     if (isValidConnection) {
-        completedSteps.push('qbo_connection');
+        completedSteps.push('connect_ledger');
     }
-    if (companyDetails.localData != null &&
+    const isCompanyDetailsDone = companyDetails.localData != null &&
         primaryContactDetails.localData != null &&
-        isCompanyDetailsCompleted(fileState, companyView, primaryContact)) {
-        completedSteps.push('company_details');
-    }
+        isCompanyDetailsCompleted(fileState, companyView, primaryContact);
     const officerIndex = companyOfficers.length > 0
         ? Object.values(companyOfficerLocalData).findIndex((officer) => officer?.isSelectedForVerification === true)
         : 0;
     const selectedOfficerType = `Officer_${officerIndex < 0 ? 1 : officerIndex + 1}`;
-    if (companyOfficerLocalData[selectedOfficerType] != null &&
-        isOfficerDetailsCompleted(companyOfficers, companyOfficerRoles, companyOfficerLocalData[selectedOfficerType], fileState)) {
-        completedSteps.push('company_officer');
+    const isOfficerDone = companyOfficerLocalData[selectedOfficerType] != null &&
+        isOfficerDetailsCompleted(companyOfficers, companyOfficerRoles, companyOfficerLocalData[selectedOfficerType], fileState);
+    // The verification step (single sidebar step) is only "complete" once both
+    // the company-officer and company-details sub-steps are fully filled in.
+    if (isCompanyDetailsDone && isOfficerDone) {
+        completedSteps.push('verification');
     }
     const { allStepsData, requiredStepsData } = onboardingStepsData(isValidConnection, currentTenant?.productSettings ?? [], accountingConnectionCreationMode);
     const allRequiredStepsCompleted = requiredStepsData.every((step) => {
@@ -119,6 +121,7 @@ export function getOnboardingCustomerView(state, companyId) {
     return {
         companyDetailsLocalData,
         companyOfficerLocalData,
+        parsingDocumentFileIds,
         subscriptionBillingAddress: subscriptionBillingAddress?.addressToCreate,
         companyView,
         allNationalityCountries,
@@ -127,6 +130,7 @@ export function getOnboardingCustomerView(state, companyId) {
             officer: isOfficerDetailsSavePending(companyOfficers, companyOfficerRoles, fileState, companyOfficerLocalData[selectedOfficerType]),
         },
         currentStep,
+        currentSubStep,
         completedSteps,
         halfCompletedSteps,
         allRequiredStepsCompleted,
@@ -203,14 +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 {
@@ -323,3 +333,11 @@ export const getProductSettingsString = (productSettings) => {
         .map((key) => productKeyMap[key])
         .join(',');
 };
+const fromActivationView = (state) => 
+// Fall back to the empty subview so state hydrated from an older persisted
+// version (before aiAgentsActivation existed) doesn't crash on .phases/.counts.
+state.onboardingCustomerViewState.aiAgentsActivation ??
+    emptyAiAgentsActivationSubview;
+export const getAiAgentsActivationSubview = (state) => fromActivationView(state);
+export const getAiAgentsActivationPhases = (state) => fromActivationView(state).phases;
+export const getAiAgentsActivationCounts = (state) => fromActivationView(state).counts;

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

@@ -1,28 +1,67 @@
 import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
-export const ZENI_USER_REQUIRED_ONBOARDING_STEPS = [
-    'link_payment_account',
-];
+// Onboarding steps are the 4 top-level surfaces. Officer + details verification
+// live as sub-steps under `verification` (state machine in CustomerOnboardingPage).
+// The optional data-source step is its own surface; the legacy connect-data-source
+// sub-step under the old `qbo_connection` no longer exists.
+export const ZENI_USER_REQUIRED_ONBOARDING_STEPS = ['setup_billing'];
 export const CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO = [
-    'qbo_connection',
+    'connect_ledger',
 ];
 export const REQUIRED_ONBOARDING_STEPS = [
     ...ZENI_USER_REQUIRED_ONBOARDING_STEPS,
     ...CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO,
 ];
 export const ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT = [
-    'company_officer',
-    'company_details',
+    'verification',
 ];
 export const ALL_ZENI_USER_ONBOARDING_STEPS = [
     ...ZENI_USER_REQUIRED_ONBOARDING_STEPS,
     ...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',
     ...ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
 ];
 export const ALL_ONBOARDING_STEPS = [
     ...REQUIRED_ONBOARDING_STEPS,
+    'connect_data_source',
     ...ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
 ];
 export const toOnboardingStepType = (v) => stringToUnion(v, ALL_ONBOARDING_STEPS);
+// Per-step sub-state. Lives in Redux so the save epic can tell, for example,
+// an officer-form save from a company-details save while both share
+// currentStep = 'verification'.
+//   - 'default'           generic landing sub-state.
+//   - 'ai-activating'     connect_ledger interstitial during AI activation.
+//   - 'unlock-stack'      verification landing — VerifyUnlockFinancialStackPage.
+//   - 'company_officer'   verification → officer form.
+//   - 'company_details'   verification → company details form.
+export const ALL_ONBOARDING_SUB_STEPS = [
+    'default',
+    'ai-activating',
+    'unlock-stack',
+    'company_officer',
+    'company_details',
+];
+export const toOnboardingSubStepType = (v) => stringToUnion(v, ALL_ONBOARDING_SUB_STEPS);
+export const emptyAiAgentsActivationCounts = {
+    customerCount: 0,
+    glAccountCount: 0,
+    targetTransactionCount: 0,
+    transactionCount: 0,
+    vendorCount: 0,
+};
+export const emptyAiAgentsActivationSubview = {
+    counts: emptyAiAgentsActivationCounts,
+    fetchStatus: { fetchState: 'Not-Started', error: undefined },
+    phases: [],
+};

package/lib/esm/view/spendManagement/autotransferRules/autoTransferRulesSelector.js

@@ -1,10 +1,29 @@
 import recordGet from 'lodash/get';
 import { reduceAllFetchState } from '../../../commonStateTypes/reduceFetchState';
-import { getAllFundingAccounts, } from '../commonSetup/setupViewSelector';
+import { getDepositAccountByDepositAccountId } from '../../../entity/depositAccount/depositAccountSelector';
+import { getAllFundingAccounts, mapDepositAccToFundingAccount, } from '../commonSetup/setupViewSelector';
 import { getAllDepositAccounts } from '../zeniAccounts/depositAccountList/depositAccountListSelector';
 import { getAllPaymentAccounts } from '../zeniAccounts/paymentAccountList/paymentAccountListSelector';
+const buildCashManagementRule = (autoSweepFlowState, depositAccountState, treasuryDetailState) => {
+    const { settingsId, bufferAmount, frequency, memo, primaryFundingAccountId, nextTransferDate, } = autoSweepFlowState;
+    if (settingsId == null || primaryFundingAccountId == null) {
+        return undefined;
+    }
+    const depositAccount = getDepositAccountByDepositAccountId(depositAccountState, primaryFundingAccountId);
+    return {
+        bufferAmount,
+        frequency,
+        memo,
+        settingsId,
+        primaryFundingAccount: depositAccount != null
+            ? mapDepositAccToFundingAccount(depositAccount)
+            : undefined,
+        treasurySummary: treasuryDetailState.accountSummary,
+        nextTransferDate,
+    };
+};
 export const getAutoTransferRules = (state) => {
-    const { autotransferRulesState, depositAccountState, paymentAccountState, depositAccountListState, paymentAccountListState, treasuryDetailState, } = state;
+    const { autotransferRulesState, autoSweepFlowState, depositAccountState, paymentAccountState, depositAccountListState, paymentAccountListState, treasuryDetailState, } = state;
     const { rules, error, historyByRuleId, ruleUpdateLocalData, ruleUpdateStatusById, ruleDeleteStatusById, createRuleFetchState, autoTransferReviewDetail, } = autotransferRulesState;
     const depositAccountsView = getAllDepositAccounts(depositAccountState, depositAccountListState);
     const paymentAccountsView = getAllPaymentAccounts(paymentAccountState, paymentAccountListState);
@@ -39,6 +58,7 @@ export const getAutoTransferRules = (state) => {
         transferMoneyParties,
         transferMoneyPartiesFetchState,
         createRuleFetchState,
+        cashManagementRule: buildCashManagementRule(autoSweepFlowState, depositAccountState, treasuryDetailState),
         fetchState,
         error,
         version: 0,

package/lib/esm/view/spendManagement/billPay/billPayReview/billPayReviewSelector.js

@@ -52,6 +52,12 @@ export const getReviewPageBillDetail = (state, billId) => {
     let recurringConfig;
     let billPayInfo;
     let isBillMarkedForRetry = false;
+    // Bill-level accounting class id. Approval Rules 3.0 'department'
+    // criteria match against this. Sourced from BillTransaction so
+    // any selector that needs it (e.g. creator-as-approver lookup)
+    // can read it off the view rather than reaching into
+    // 'state.billTransactionState' itself.
+    let classId;
     const zeniAssistRetryStatus = billId != null
         ? billDetailViewState.billDetailById[key].zeniAssist.retryStatus
         : undefined;
@@ -62,6 +68,13 @@ export const getReviewPageBillDetail = (state, billId) => {
             transaction?.billPayInfo.isCollectToAccountInfoFromVendorContact ?? false;
         isRecurring = transaction?.isRecurring ?? false;
         billPayInfo = transaction?.billPayInfo;
+        // Normalise empty-string to undefined so downstream readers
+        // treat "no class" uniformly regardless of whether the wire
+        // used '' or omitted the field.
+        classId =
+            transaction?.classId != null && transaction.classId !== ''
+                ? transaction.classId
+                : undefined;
         if (isRecurring &&
             transaction?.recurringBillConfigId != null &&
             transaction.recurringBillInstance != null) {
@@ -178,5 +191,6 @@ export const getReviewPageBillDetail = (state, billId) => {
         zeniAssistRetryStatus,
         billPayInfo,
         outsideZeniPaymentInfo,
+        classId,
     };
 };