@zeniai/client-epic-state 5.0.80 → 5.0.81-beta0ND

package/lib/esm/entity/account/accountSelector.js

@@ -1,7 +1,8 @@
+import { createSelector } from '@reduxjs/toolkit';
 import flatMap from 'lodash/flatMap';
 import { getCOABalances } from '../../commonStateTypes/coaBalance/coaBalance';
 import { sortComparator } from '../../commonStateTypes/coaBalance/sortBalancesByFreeRangeTotal';
-import { getAccountKey, } from './accountState';
+import { getAccountKey, isPaymentAccountType, } from './accountState';
 function getCommonAccountFields(accountState, id) {
     const key = getAccountKey(id.reportId, id.accountId, id.classesViewParentId, id.accountsViewParentId, id.projectsViewParentId);
     const account = accountState.accountsByKey[key];
@@ -179,3 +180,47 @@ export const getAccountIdsForLabels = (accountState, labels) => {
     });
     return allAccountIdsForLabels;
 };
+/**
+ * Returns all accounts currently in state (single pass over accountsByKey).
+ * Use for dropdowns that need account names and types; map to
+ * { accountId, accountName, accountType } as needed.
+ */
+export const getAllAccounts = (accountState) => Object.values(accountState.accountsByKey);
+/**
+ * Partitions accounts for transaction filter dropdowns: bank/credit_card → paymentAccountNames,
+ * all other account types → categoryOptions. Use for payment_account_name and category filter options.
+ *
+ * Memoised via `createSelector` so the composite `{categoryOptions,
+ * paymentAccountNames}` keeps a stable identity across Redux dispatches that
+ * don't change account data. Without this, every consumer using
+ * `useSelector(state => getTransactionFilterAccountOptions(state.accountState))`
+ * would re-render on every dispatch (the inline call returns a fresh outer
+ * object each time, defeating reference equality).
+ */
+export const getTransactionFilterAccountOptions = createSelector(
+// Key the memo on the underlying `accountsByKey` record rather than on
+// `getAllAccounts` output: the latter returns a fresh `Object.values(...)`
+// array on every call, which would defeat reselect's reference-equality
+// check and re-run the projection on every dispatch.
+[(accountState) => accountState.accountsByKey], (accountsByKey) => {
+    const accounts = Object.values(accountsByKey);
+    const paymentAccountNames = [];
+    const categoryOptions = [];
+    for (const account of accounts) {
+        if (account.accountType == null) {
+            continue;
+        }
+        const option = {
+            accountId: account.accountId,
+            accountName: account.accountName,
+            accountType: account.accountType,
+        };
+        if (isPaymentAccountType(account.accountType)) {
+            paymentAccountNames.push(option);
+        }
+        else {
+            categoryOptions.push(option);
+        }
+    }
+    return { categoryOptions, paymentAccountNames };
+});

package/lib/esm/entity/account/accountState.js

@@ -1,7 +1,7 @@
 import { getNestedAccountIDStr, } from '../../commonStateTypes/accountView/nestedAccountID';
 import { getNestedClassIDStr, } from '../../commonStateTypes/classesView/nestedClassID';
 import { stringToUnion, stringToUnionStrict, } from '../../commonStateTypes/stringToUnion';
-const ALL_ACCOUNT_TYPES = [
+export const ALL_ACCOUNT_TYPES = [
     'bank',
     'credit_card',
     'expenses',
@@ -25,6 +25,12 @@ const ALL_ACCOUNT_TYPES = [
 ];
 export const toAccountType = (v) => stringToUnion(v, ALL_ACCOUNT_TYPES);
 export const toAccountTypeStrict = (v) => stringToUnionStrict(v ?? '', ALL_ACCOUNT_TYPES);
+/** Account types used for payment-account filters (e.g. transaction filter "payment account name"). */
+export const PAYMENT_ACCOUNT_TYPES = ['bank', 'credit_card'];
+export function isPaymentAccountType(accountType) {
+    return (accountType != null &&
+        PAYMENT_ACCOUNT_TYPES.includes(accountType));
+}
 const ALL_ACCOUNT_LABELS = [
     'uncategorized_income',
     'uncategorized_expense',

package/lib/esm/entity/aiAccountantCustomer/aiAccountantCustomerPayload.js

@@ -19,9 +19,7 @@ const toAccuracyByModel = (accuracyPayload) => {
 export const toAiAccountantEnrollment = (payload) => ({
     status: toAiAccountantEnrollmentStatus(payload.status),
     accuracy: toAccuracyByModel(payload.accuracy),
-    latestTraining: payload.latest_training != null
-        ? date(payload.latest_training)
-        : undefined,
+    latestTraining: payload.latest_training != null ? date(payload.latest_training) : undefined,
     latestTransactionSync: payload.latest_transaction_sync != null
         ? date(payload.latest_transaction_sync)
         : undefined,

package/lib/esm/entity/aiAccountantCustomer/aiAccountantCustomerReducer.js

@@ -27,8 +27,7 @@ const aiAccountantCustomer = createSlice({
                     const existing = draft.jobsByTenantId[action.payload.tenantId] ?? [];
                     const jobMap = new Map(existing.map((job) => [job.jobId, job]));
                     mappedJobs.forEach((job) => jobMap.set(job.jobId, job));
-                    draft.jobsByTenantId[action.payload.tenantId] =
-                        Array.from(jobMap.values());
+                    draft.jobsByTenantId[action.payload.tenantId] = Array.from(jobMap.values());
                 }
                 else {
                     draft.jobsByTenantId[action.payload.tenantId] = mappedJobs;

package/lib/esm/entity/chargeCard/chargeCardReducer.js

@@ -1,5 +1,7 @@
 import { createSlice } from '@reduxjs/toolkit';
 import assignWith from 'lodash/assignWith';
+import { toAmount } from '../../commonStateTypes/amount';
+import { toCardStatusCodeType } from './chargeCard';
 import { mapChargeCardPayloadToChargeCard, } from './chargeCardPayload';
 export const initialState = {
     chargeCardByID: {},
@@ -35,6 +37,37 @@ const chargeCard = createSlice({
             const latestChargeCard = mapChargeCardPayloadToChargeCard(action.payload);
             draft.chargeCardByID[latestChargeCard.id] = latestChargeCard;
         },
+        updateChargeCardStatusFromPusher(draft, action) {
+            const { cardId, cardStatus, isLockedByAdmin } = action.payload;
+            const card = draft.chargeCardByID[cardId];
+            if (card != null) {
+                card.status = {
+                    code: toCardStatusCodeType(cardStatus.code),
+                    name: cardStatus.name,
+                };
+                if (isLockedByAdmin !== undefined) {
+                    card.isLockedByAdmin = isLockedByAdmin;
+                }
+            }
+        },
+        updateChargeCardSpendingFromPusher(draft, action) {
+            const { cardId, currencyCode, currencySymbol } = action.payload;
+            const card = draft.chargeCardByID[cardId];
+            if (card == null) {
+                return;
+            }
+            const amt = (v) => v !== undefined ? toAmount(v, currencyCode, currencySymbol) : undefined;
+            card.balance = amt(action.payload.balance) ?? card.balance;
+            card.hold = amt(action.payload.hold) ?? card.hold;
+            card.dailyPurchaseSpends =
+                amt(action.payload.dailyPurchaseSpends) ?? card.dailyPurchaseSpends;
+            card.monthlyPurchaseSpends =
+                amt(action.payload.monthlyPurchaseSpends) ?? card.monthlyPurchaseSpends;
+            card.dailyWithdrawals =
+                amt(action.payload.dailyWithdrawals) ?? card.dailyWithdrawals;
+            card.monthlyWithdrawals =
+                amt(action.payload.monthlyWithdrawals) ?? card.monthlyWithdrawals;
+        },
         removeChargeCard(draft, action) {
             delete draft.chargeCardByID[action.payload];
         },
@@ -43,5 +76,5 @@ const chargeCard = createSlice({
         },
     },
 });
-export const { updateChargeCards, updateChargeCard, removeChargeCard, clearAllChargeCards, } = chargeCard.actions;
+export const { updateChargeCards, updateChargeCard, updateChargeCardStatusFromPusher, updateChargeCardSpendingFromPusher, removeChargeCard, clearAllChargeCards, } = chargeCard.actions;
 export default chargeCard.reducer;

package/lib/esm/entity/chargeCardTransaction/chargeCardTransactionReducer.js

@@ -1,4 +1,6 @@
 import { createSlice } from '@reduxjs/toolkit';
+import { addChargeCardTransactionFromPusher, addDeclinedChargeCardTransactionFromPusher, } from '../../commonStateTypes/pusherActions';
+import { toCardTransactionStatusCode, } from './chargeCardTransaction';
 import { toChargeCardTransaction, } from './chargeCardTransactionPayload';
 export const initialState = {
     chargeCardTransactionById: {},
@@ -46,10 +48,42 @@ const chargeCardTransaction = createSlice({
                 }
             }
         },
+        updateChargeCardTransactionStatusFromPusher(draft, action) {
+            const { transactionId, transactionStatus } = action.payload;
+            const transaction = draft.chargeCardTransactionById[transactionId];
+            if (transaction != null) {
+                transaction.transactionStatus = {
+                    code: toCardTransactionStatusCode(transactionStatus.code),
+                    name: transactionStatus.name,
+                };
+            }
+        },
+        updateChargeCardTransactionFromPusher(draft, action) {
+            const entity = toChargeCardTransaction(action.payload.transaction);
+            draft.chargeCardTransactionById[entity.id] = entity;
+        },
+        updateChargeCardTransactionReceiptFromPusher(draft, action) {
+            const { transactionId, attachmentFilePaths } = action.payload;
+            const transaction = draft.chargeCardTransactionById[transactionId];
+            if (transaction != null) {
+                transaction.attachmentFilePaths = attachmentFilePaths;
+            }
+        },
         clearAllChargeCardTransactions(draft) {
             draft.chargeCardTransactionById = {};
         },
     },
+    extraReducers: (builder) => {
+        builder
+            .addCase(addChargeCardTransactionFromPusher, (draft, action) => {
+            const entity = toChargeCardTransaction(action.payload.transaction);
+            draft.chargeCardTransactionById[entity.id] = entity;
+        })
+            .addCase(addDeclinedChargeCardTransactionFromPusher, (draft, action) => {
+            const entity = toChargeCardTransaction(action.payload.transaction);
+            draft.chargeCardTransactionById[entity.id] = entity;
+        });
+    },
 });
-export const { updateChargeCardTransactions, updateChargeCardTransaction, updateChargeCardTransactionAttachments, removeChargeCardTransaction, removeChargeCardTransactionAttachmentByThirdPartyTransactionId, clearAllChargeCardTransactions, } = chargeCardTransaction.actions;
+export const { updateChargeCardTransactions, updateChargeCardTransaction, updateChargeCardTransactionAttachments, updateChargeCardTransactionStatusFromPusher, updateChargeCardTransactionFromPusher, updateChargeCardTransactionReceiptFromPusher, removeChargeCardTransaction, removeChargeCardTransactionAttachmentByThirdPartyTransactionId, clearAllChargeCardTransactions, } = chargeCardTransaction.actions;
 export default chargeCardTransaction.reducer;

package/lib/esm/entity/class/classSelector.js

@@ -1,3 +1,4 @@
+import { createSelector } from '@reduxjs/toolkit';
 import recordGet from 'lodash/get';
 import { getCOABalances } from '../../commonStateTypes/coaBalance/coaBalance';
 import { getAccount } from '../account/accountSelector';
@@ -50,3 +51,50 @@ export function getClassReport(classState, accountState, id, filter) {
         accounts: accountReport,
     };
 }
+/**
+ * Returns all classes currently in state (single pass over classesByKey).
+ * Use for dropdowns that need class names; map to { classId, className } as needed.
+ */
+export function getAllClasses(classState) {
+    return Object.values(classState.classesByKey);
+}
+/**
+ * Memoised projection of `getAllClasses` to the `{classId, className}` shape
+ * expected by filter dropdowns. Consumers should prefer this over inlining a
+ * `getAllClasses(...).map(...)` inside `useSelector`: the inline map allocates
+ * a fresh array on every Redux dispatch, breaking `useSelector`'s
+ * reference-equality optimisation and triggering re-renders on every state
+ * change unrelated to class data.
+ *
+ * Two cleanups happen here, intentionally inside the selector so every
+ * consumer benefits uniformly:
+ *   1. **Drop entries with a blank `className`.** Soft-deleted classes can
+ *      retain their classId in state while the human name is blanked, which
+ *      would otherwise render as an empty row in the filter dropdown.
+ *   2. **Dedupe by `classId`.** `classesByKey` is keyed by
+ *      `${classId}-${reportId}` (see `getClassKey`), so a class loaded under
+ *      multiple report contexts appears as multiple entries from
+ *      `Object.values(classesByKey)`. The first non-blank entry per
+ *      `classId` wins.
+ */
+export const getClassFilterOptions = createSelector(
+// Key the memo on the underlying `classesByKey` record rather than on
+// `getAllClasses` output: the latter returns a fresh `Object.values(...)`
+// array on every call, which would defeat reselect's reference-equality
+// check and re-run the projection on every dispatch.
+[(classState) => classState.classesByKey], (classesByKey) => {
+    const classes = Object.values(classesByKey);
+    const seenClassIds = new Set();
+    const options = [];
+    for (const c of classes) {
+        if (c.classId == null || seenClassIds.has(c.classId)) {
+            continue;
+        }
+        if (c.className == null || c.className.trim() === '') {
+            continue;
+        }
+        seenClassIds.add(c.classId);
+        options.push({ classId: c.classId, className: c.className });
+    }
+    return options;
+});

package/lib/esm/entity/paymentAccount/paymentAccountSelector.js

@@ -19,3 +19,6 @@ export function getPaymentAccountsByBankAccountIds(paymentAccountState, bankAcco
         .filter((value) => value != null);
     return paymentAccounts;
 }
+export function getPlaidPaymentAccounts(paymentAccountState) {
+    return values(paymentAccountState.paymentAccountByID).filter((account) => account.provider === 'plaid');
+}

package/lib/esm/entity/sectionProjectView/sectionProjectViewSelector.js

@@ -1,6 +1,6 @@
 import recordGet from 'lodash/get';
-import { getCOABalances, } from '../../commonStateTypes/coaBalance/coaBalance';
 import { getSumOfBalancesByGroupedByPeriod } from '../../commonStateTypes/coaBalance/classBalances/getSumOfBalancesGroupedByPeriod';
+import { getCOABalances, } from '../../commonStateTypes/coaBalance/coaBalance';
 import { getNestedAccountReportForAccount, } from '../account/subAccountSelector';
 import { getProjectById } from '../project/projectSelector';
 import { getSectionProjectViewKey } from './sectionProjectView';

package/lib/esm/entity/tenant/SessionManager.js

@@ -260,7 +260,10 @@ export class SessionManager {
         this.callbacks?.onHeartbeat();
         // Let other tabs know we just fired a heartbeat — they can skip theirs
         // this cycle to avoid N tabs all firing heartbeats.
-        this.broadcast({ type: 'heartbeat-fired', timestamp: this.lastHeartbeatTime });
+        this.broadcast({
+            type: 'heartbeat-fired',
+            timestamp: this.lastHeartbeatTime,
+        });
     }
     // ─── BroadcastChannel (cross-tab activity sync) ───────────
     setupBroadcastChannel() {

package/lib/esm/entity/tenant/clearAllEpic.js

@@ -3,13 +3,13 @@ import { filter, mergeMap } from 'rxjs/operators';
 import { clearAllAiAccountantCustomers } from '../../entity/aiAccountantCustomer/aiAccountantCustomerReducer';
 import { clearAiCfo } from '../../entity/aiCfo/aiCfoReducer';
 import { clearAllApprovalRules } from '../../entity/approvalRule/approvalRuleReducer';
+import { clearAllCreditAgent } from '../../entity/creditAgent/creditAgentReducer';
 import { clearAllEntityApprovalStatus } from '../../entity/entityApprovalStatus/entityApprovalStatusReducer';
 import { clearAllMonthEndCloseChecks } from '../../entity/monthEndCloseChecks/monthEndCloseChecksReducer';
 import { clearAllNotifications } from '../../entity/notification/notificationReducer';
 import { clearAllSectionsClassesViewV2 } from '../../entity/sectionClassesViewV2/sectionClassesViewReducer';
 import { clearAllSectionsProjectView } from '../../entity/sectionProjectView/sectionProjectViewReducer';
 import { clearAllTaskGroups } from '../../entity/taskGroup/taskGroupReducer';
-import { clearCannedResponses } from '../../view/taskManager/cannedResponsesView/cannedResponsesReducer';
 import { clearAllToastNotifications } from '../../entity/toastNotification/toastNotificationReducer';
 import { clearAccountList } from '../../view/accountList/accountListReducer';
 import { clearAccountMappingView } from '../../view/accountMappingView/accountMappingReducer';
@@ -40,7 +40,6 @@ import { clearCompanyHealthMetricView } from '../../view/companyHealthMetricView
 import { clearCompanyMonthEndReportView } from '../../view/companyMonthEndReportView/companyMonthEndReportViewReducer';
 import { clearCompanyTaskManagerView } from '../../view/companyTaskManagerView/companyTaskManagerViewReducer';
 import { clearCompanyView } from '../../view/companyView/companyViewReducer';
-import { clearAllCreditAgent } from '../../entity/creditAgent/creditAgentReducer';
 import { clearCreditAgentView } from '../../view/creditAgentView/creditAgentViewReducer';
 import { clearDashboard } from '../../view/dashboard/dashboardReducer';
 import { clearDashboardLayout } from '../../view/dashboardLayout/dashboardLayoutReducer';
@@ -135,6 +134,7 @@ import { clearZeniAccountSetupView } from '../../view/spendManagement/zeniAccoun
 import { clearZeniAccountsConfig } from '../../view/spendManagement/zeniAccounts/zeniAccountsConfig/zeniAccountsConfigReducer';
 import { clearSubscriptionView } from '../../view/subscriptionView/subscriptionViewReducer';
 import { clearTagView } from '../../view/tagView/tagViewReducer';
+import { clearCannedResponses } from '../../view/taskManager/cannedResponsesView/cannedResponsesReducer';
 import { clearTaskDetail } from '../../view/taskManager/taskDetailView/taskDetailReducer';
 import { clearTaskGroupTemplatesView } from '../../view/taskManager/taskGroupTemplateView/taskGroupTemplateViewReducer';
 import { clearTaskGroupView } from '../../view/taskManager/taskGroupView/taskGroupViewReducer';

package/lib/esm/entity/tenant/epic/initEmailConnectOAuthEpic.js

@@ -0,0 +1,50 @@
+import { from } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../responsePayload';
+import { initEmailConnectOAuth, initEmailConnectOAuthFailure, initEmailConnectOAuthSuccess, } from '../tenantReducer';
+const defaultNavigate = (url) => {
+    // Production path: full-page redirect. The user's session continues on the
+    // provider's consent screen and lands back on this app via auth's HTML
+    // callback page (which itself redirects to redirect_after_url with the
+    // result encoded as a query param).
+    if (typeof window !== 'undefined') {
+        window.location.href = url;
+    }
+};
+// Backs the new POST /1.0/connectors/email/<provider>/init endpoint on the
+// auth service. The endpoint creates a CSRF state token in the auth NDB
+// store and returns the provider's authorization_url; this epic then drives
+// a full-page redirect so the user lands on Google's / Microsoft's consent
+// screen. After consent the user lands on auth's callback, which writes the
+// resulting tokens through to tenant and redirects the browser back to
+// ``redirectAfterUrl`` with ``?email_connect_result=<json>`` for the
+// integrations page to consume on mount.
+export const initEmailConnectOAuthEpic = (actions$, _state$, zeniAPI, 
+// Test seam: callers can override to assert intended URL without actually
+// navigating. Default is full-page redirect via window.location.
+navigate = defaultNavigate) => actions$.pipe(filter(initEmailConnectOAuth.match), switchMap((action) => zeniAPI
+    .postAndGetJSON(`${zeniAPI.apiEndPoints.authMicroServiceBaseUrl}/1.0/connectors/email/${action.payload.provider}/init`, { redirect_after_url: action.payload.redirectAfterUrl }, { 'zeni-tenant-id': action.payload.tenantId })
+    .pipe(mergeMap((response) => {
+    if (isSuccessResponse(response) && response.data != null) {
+        // Fire-and-forget side effect — once the browser navigates,
+        // any further state we'd dispatch here is irrelevant. We still
+        // emit the success action so subscribers (tests, analytics)
+        // can observe the URL the epic decided to navigate to.
+        navigate(response.data.authorization_url);
+        return from([
+            initEmailConnectOAuthSuccess(action.payload.tenantId, action.payload.provider, response.data.authorization_url),
+        ]);
+    }
+    const status = response.status ??
+        createZeniAPIStatus(`Failed to start ${action.payload.provider} connection. Please try again.`);
+    return from([
+        initEmailConnectOAuthFailure(action.payload.tenantId, action.payload.provider, status),
+    ]);
+}), catchError((error) => {
+    const message = error instanceof Error
+        ? error.message
+        : `Unexpected error starting ${action.payload.provider} connection.`;
+    return from([
+        initEmailConnectOAuthFailure(action.payload.tenantId, action.payload.provider, createZeniAPIStatus(message)),
+    ]);
+}))));

package/lib/esm/entity/tenant/epic/saveAPIKeyConnectionEpic.js

@@ -18,9 +18,13 @@ export const saveAPIKeyConnectionEpic = (actions$, _, zeniAPI) => actions$.pipe(
     }
     const status = response.status ??
         createZeniAPIStatus('Failed to save connection. Please try again.');
-    return from([saveAPIKeyConnectionFailure(action.payload.tenantId, status)]);
+    return from([
+        saveAPIKeyConnectionFailure(action.payload.tenantId, status),
+    ]);
 }), catchError((error) => {
-    const message = error instanceof Error ? error.message : 'Unexpected error saving connection.';
+    const message = error instanceof Error
+        ? error.message
+        : 'Unexpected error saving connection.';
     return from([
         saveAPIKeyConnectionFailure(action.payload.tenantId, createZeniAPIStatus(message)),
     ]);

package/lib/esm/entity/tenant/epic/saveOAuthConnectionEpic.js

@@ -20,9 +20,13 @@ export const saveOAuthConnectionEpic = (actions$, _, zeniAPI) => actions$.pipe(f
     }
     const status = response.status ??
         createZeniAPIStatus('Failed to save connection. Please try again.');
-    return from([saveOAuthConnectionFailure(action.payload.tenantId, status)]);
+    return from([
+        saveOAuthConnectionFailure(action.payload.tenantId, status),
+    ]);
 }), catchError((error) => {
-    const message = error instanceof Error ? error.message : 'Unexpected error saving connection.';
+    const message = error instanceof Error
+        ? error.message
+        : 'Unexpected error saving connection.';
     return from([
         saveOAuthConnectionFailure(action.payload.tenantId, createZeniAPIStatus(message)),
     ]);

package/lib/esm/entity/tenant/tenantReducer.js

@@ -9,7 +9,7 @@ import { toNumberOfMonthForAverage, toTimeSpanIdForAverage, } from '../../view/n
 import { date, dateNow } from '../../zeniDayJS';
 import { toSubscriptionSummary } from '../subscription/subscriptionSummary/subscriptionSummaryReducer';
 import { getInvitationStatus, getUserRoles, toMasterTOSInfo, toUserReimbursementInfo, } from '../userRole/userRolePayload';
-const EXTERNAL_INTEGRATION_TYPES = ['revenue', 'payments'];
+const EXTERNAL_INTEGRATION_TYPES = ['revenue', 'payments', 'email'];
 export const toExternalIntegrationType = (v) => stringToUnion(v, EXTERNAL_INTEGRATION_TYPES);
 const EXTERNAL_SUPPORTED_TOOLS = [
     'chargebee',
@@ -17,6 +17,8 @@ const EXTERNAL_SUPPORTED_TOOLS = [
     'stripe',
     'mercury',
     'paypal',
+    'gmail',
+    'outlook',
 ];
 export const toExternalSupportedTool = (v) => stringToUnion(v, EXTERNAL_SUPPORTED_TOOLS);
 export const initialState = {
@@ -342,6 +344,7 @@ const tenant = createSlice({
                 draft.externalConnectionsByTenant[action.payload.tenantId] = {
                     fetchState: 'In-Progress',
                     accounting: [],
+                    email: [],
                     payments: [],
                     revenue: [],
                     saveConnectionState: 'Not-Started',
@@ -359,10 +362,11 @@ const tenant = createSlice({
                 return { payload: { tenantId, externalConnections } };
             },
             reducer(draft, action) {
-                const { accounting, payments, revenue } = mapConnectionsPayloadToState(action.payload.externalConnections);
+                const { accounting, email, payments, revenue } = mapConnectionsPayloadToState(action.payload.externalConnections);
                 draft.externalConnectionsByTenant[action.payload.tenantId] = {
                     fetchState: 'Completed',
                     accounting,
+                    email,
                     payments,
                     revenue,
                     saveConnectionState: 'Completed',
@@ -384,6 +388,7 @@ const tenant = createSlice({
                 draft.externalConnectionsByTenant[tenantId] = {
                     fetchState: 'Error',
                     accounting: [],
+                    email: [],
                     payments: [],
                     revenue: [],
                     saveConnectionState: 'Error',
@@ -563,7 +568,12 @@ const tenant = createSlice({
         saveConnectorCredentialsSuccess: {
             prepare(tenantId, connectionType, connectionName, connectionPayload) {
                 return {
-                    payload: { tenantId, connectionType, connectionName, connectionPayload },
+                    payload: {
+                        tenantId,
+                        connectionType,
+                        connectionName,
+                        connectionPayload,
+                    },
                 };
             },
             reducer(draft, action) {
@@ -592,6 +602,56 @@ const tenant = createSlice({
                 }
             },
         },
+        // Email-connect (Gmail / Outlook) OAuth init. Distinct from the other
+        // connector saves because the FE never sees the access_token — the
+        // user-facing redirect lands on the auth service's callback, auth
+        // exchanges code → tokens and posts them to tenant, then redirects the
+        // browser back to ``redirectAfterUrl`` with ``?email_connect_result=...``.
+        // The success action carries the provider's authorization_url so the
+        // epic can drive a full-page redirect, mirroring the legacy HubSpot
+        // flow in zeni-web-app-ui/IntegrationsScreen.
+        initEmailConnectOAuth: {
+            prepare(tenantId, provider, redirectAfterUrl) {
+                return { payload: { tenantId, provider, redirectAfterUrl } };
+            },
+            reducer(draft, action) {
+                const existing = draft.externalConnectionsByTenant[action.payload.tenantId];
+                if (existing != null) {
+                    // Reuse the per-slug saveConnectorCredentialsStateBySlug bucket so
+                    // the IntegrationsSettingsPage shows the same loading affordance
+                    // it already uses for Stripe/Mercury/PayPal connect flows.
+                    existing.saveConnectorCredentialsStateBySlug[action.payload.provider] = 'In-Progress';
+                    delete existing.saveConnectorCredentialsErrorBySlug[action.payload.provider];
+                }
+            },
+        },
+        initEmailConnectOAuthSuccess: {
+            prepare(tenantId, provider, authorizationUrl) {
+                return { payload: { tenantId, provider, authorizationUrl } };
+            },
+            reducer(draft, action) {
+                // Intentionally leave state as 'In-Progress' — the epic is about to
+                // do a full-page redirect, so any UI state we set here would be
+                // overwritten by the navigation anyway. Setting Completed would
+                // briefly flash a success state before the redirect, which reads
+                // wrong because the connection isn't actually saved yet at this
+                // point (it lands after the OAuth round-trip).
+                void draft;
+                void action;
+            },
+        },
+        initEmailConnectOAuthFailure: {
+            prepare(tenantId, provider, status) {
+                return { payload: { tenantId, provider, status } };
+            },
+            reducer(draft, action) {
+                const existing = draft.externalConnectionsByTenant[action.payload.tenantId];
+                if (existing != null) {
+                    existing.saveConnectorCredentialsStateBySlug[action.payload.provider] = 'Error';
+                    existing.saveConnectorCredentialsErrorBySlug[action.payload.provider] = action.payload.status;
+                }
+            },
+        },
         deleteConnection: {
             prepare(tenantId, connectionId, connectionType) {
                 return { payload: { tenantId, connectionId, connectionType } };
@@ -780,7 +840,7 @@ const tenant = createSlice({
         },
     },
 });
-export const { updateTenants, fetchAllTenants, updateTenantsSuccess, updateTenantsFailure, fetchActiveTenant, updateTenantSuccess, updateTenantFailure, updateCurrentTenant, fetchExcludedResources, updateExcludedResourcesSuccess, updateExcludedResourcesFailure, doSignIn, doMagicLinkSignIn, magicLinkSignInSuccess, magicLinkSignInFailure, sendEmailMagicLinkToUser, sendEmailMagicLinkToUserSuccess, sendEmailMagicLinkToUserFailure, updateSignInState, doSignOut, signOutSuccess, sendSessionHeartbeat, sessionHeartbeatSuccess, sessionHeartbeatFailure, updateLoggedInUser, fetchExternalConnections, saveExternalConnection, saveExternalConnectionSuccess, saveExternalConnectionFailure, fetchExternalConnectionsFailure, fetchExternalConnectionsSuccess, saveAPIKeyConnection, saveAPIKeyConnectionSuccess, saveAPIKeyConnectionFailure, saveOAuthConnection, saveOAuthConnectionSuccess, saveOAuthConnectionFailure, saveConnectorCredentials, saveConnectorCredentialsSuccess, saveConnectorCredentialsFailure, deleteConnection, deleteConnectionSuccess, deleteConnectionFailure, clearAll, fetchSubscriptionSummaryForTenant, updateSubscriptionSummaryForTenantSuccess, updateSubscriptionSummaryForTenantFailure, updateOnboardingTenants, removeOnboardingTenant, updateTenantReimbursementInfo, updateReferViewedForLoggedInUser, updateTreasuryVideoViewedForLoggedInUser, resetSignInState, trigger2FA, updateTenantAccountingClassesEnabled, updateTenantMasterTOSInfo, verifyDeviceWithTwoFA, verifyDeviceWithTwoFASuccess, verifyDeviceWithTwoFAFailure, resendVerifyDeviceOTP, resendVerifyDeviceOTPSuccess, resendVerifyDeviceOTPFailure, } = tenant.actions;
+export const { updateTenants, fetchAllTenants, updateTenantsSuccess, updateTenantsFailure, fetchActiveTenant, updateTenantSuccess, updateTenantFailure, updateCurrentTenant, fetchExcludedResources, updateExcludedResourcesSuccess, updateExcludedResourcesFailure, doSignIn, doMagicLinkSignIn, magicLinkSignInSuccess, magicLinkSignInFailure, sendEmailMagicLinkToUser, sendEmailMagicLinkToUserSuccess, sendEmailMagicLinkToUserFailure, updateSignInState, doSignOut, signOutSuccess, sendSessionHeartbeat, sessionHeartbeatSuccess, sessionHeartbeatFailure, updateLoggedInUser, fetchExternalConnections, saveExternalConnection, saveExternalConnectionSuccess, saveExternalConnectionFailure, fetchExternalConnectionsFailure, fetchExternalConnectionsSuccess, saveAPIKeyConnection, saveAPIKeyConnectionSuccess, saveAPIKeyConnectionFailure, saveOAuthConnection, saveOAuthConnectionSuccess, saveOAuthConnectionFailure, saveConnectorCredentials, saveConnectorCredentialsSuccess, saveConnectorCredentialsFailure, initEmailConnectOAuth, initEmailConnectOAuthSuccess, initEmailConnectOAuthFailure, deleteConnection, deleteConnectionSuccess, deleteConnectionFailure, clearAll, fetchSubscriptionSummaryForTenant, updateSubscriptionSummaryForTenantSuccess, updateSubscriptionSummaryForTenantFailure, updateOnboardingTenants, removeOnboardingTenant, updateTenantReimbursementInfo, updateReferViewedForLoggedInUser, updateTreasuryVideoViewedForLoggedInUser, resetSignInState, trigger2FA, updateTenantAccountingClassesEnabled, updateTenantMasterTOSInfo, verifyDeviceWithTwoFA, verifyDeviceWithTwoFASuccess, verifyDeviceWithTwoFAFailure, resendVerifyDeviceOTP, resendVerifyDeviceOTPSuccess, resendVerifyDeviceOTPFailure, } = tenant.actions;
 export default tenant.reducer;
 /**
  * Converts tenants payload to Tenant and User State
@@ -907,6 +967,11 @@ export function mapConnectionsPayloadToState(connectionsPayload) {
     const { connections } = connectionsPayload;
     return {
         accounting: connections.accounting.map((payload) => toConnection(payload)),
+        // Tenant materializes gmail/outlook under the `email` bucket via
+        // _THIRD_PARTY_CONNECTORS_TO_MATERIALIZE when their slugs are enabled in
+        // third_party_enabled_connectors Statsig config. Default to [] so older
+        // tenant deploys (or disabled-everywhere envs) don't blow up here.
+        email: (connections.email ?? []).map((payload) => toConnection(payload)),
         payments: connections.payments.map((payload) => toConnection(payload)),
         revenue: (connections.revenue ?? []).map((payload) => toConnection(payload)),
     };

package/lib/esm/entity/transaction/payloadTypes/transactionLinePayload.js

@@ -23,7 +23,9 @@ const toTransactionLineBase = (payload, lineType, currency) => ({
 });
 const toLinkedTransactionLine = (payload, currency) => ({
     ...toTransactionLineBase(payload, 'linked_transaction_line', currency),
-    linkedTransactions: payload.linked_transactions != null ? payload.linked_transactions.map((transactionIDPayload) => toTransactionID(transactionIDPayload)) : [],
+    linkedTransactions: payload.linked_transactions != null
+        ? payload.linked_transactions.map((transactionIDPayload) => toTransactionID(transactionIDPayload))
+        : [],
 });
 /**
  * Transaction with account and class line payload with COT tracking