@zeniai/client-epic-state 5.0.83-betaRR5 → 5.0.84-beta0ND

package/lib/esm/entity/aiCfo/aiCfoReducer.js

@@ -1,10 +1,9 @@
 import { createSlice } from '@reduxjs/toolkit';
 import { date as zeniDate } from '../../zeniDayJS';
-import { ALL_AI_CFO_ANSWER_RESPONSE_TYPES, toAiCfoAnswerResponseType, toAiCfoAnswerResponseTypeStrict, toAiCfoAnswerStateType, toAiCfoVisualizationTypeStrict, toInteractiveFormTypeStrict, toMessageSender, toMessageType, toYFormatScaleStrict, toYFormatTypeStrict, toYFormatUnitStrict, } from './aiCfoState';
+import { ALL_AI_CFO_ANSWER_RESPONSE_TYPES, toAiCfoAnswerResponseType, toAiCfoAnswerResponseTypeStrict, toAiCfoAnswerStateType, toAiCfoVisualizationTypeStrict, toMessageSender, toMessageType, toYFormatScaleStrict, toYFormatTypeStrict, toYFormatUnitStrict, } from './aiCfoState';
 export const initialAiCfoState = {
     aiCfoByChatSessionId: {},
     partialQuestionAnswers: {},
-    syntheticAnswersByChatSessionId: {},
 };
 // Utility: Merge two arrays of Q&A pairs, combining responses for the same question
 function mergeQuestionAnswerPairs(existing, newQAs) {
@@ -136,208 +135,9 @@ export const toAiCfoVisualization = (visualization) => {
     if (visualization.type == null || visualization.data == null) {
         return undefined;
     }
-    // Reject unknown viz types instead of silently defaulting to `table`.
-    // The previous `?? 'table'` fallback funneled any non-strict-union
-    // payload into `toAiCfoVisualizationData`, which is the table/chart
-    // decoder and dereferences `data.values.map(...)`. Interactive-form
-    // payloads (e.g. when the BE ships `type: <new_form_kind>` we don't
-    // know about yet) carry no `values`, so that path threw during answer
-    // upsert and broke rendering for the whole Q/A. Returning `undefined`
-    // matches the existing "missing type / data" guard above — callers
-    // already handle a no-visualization answer.
-    const normalizedType = toAiCfoVisualizationTypeStrict(visualization.type);
-    if (normalizedType == null) {
-        return undefined;
-    }
-    return {
-        type: normalizedType,
-        data: normalizedType === 'interactive_form'
-            ? toInteractiveFormVisualization(visualization.data)
-            : toAiCfoVisualizationData(visualization.data),
-    };
-};
-const toInteractiveFormVisualization = (data) => {
-    // When `form_type` is missing / mistyped, fall back to a payload-shape
-    // heuristic instead of blindly defaulting to `cards_creation`. A
-    // `card_policy` payload always carries `mode: 'auto' | 'guided' |
-    // 'upload'` (see `CardPolicyInitialDataPayload`); a `cards_creation`
-    // payload carries `suggested_cards` and never that exact `mode` set.
-    // Without this, a card-policy answer with a malformed `form_type`
-    // would be decoded as cards_creation, surfacing the wrong interactive
-    // form (and wrong submit path) in the UI.
-    const formType = toInteractiveFormTypeStrict(data.form_type) ??
-        inferInteractiveFormTypeFromPayload(data.payload);
-    if (formType === 'card_policy') {
-        return {
-            formType: 'card_policy',
-            payload: toCardPolicyInitialData(data.payload),
-        };
-    }
-    return {
-        formType: 'cards_creation',
-        payload: toCardsCreationInitialData(data.payload),
-    };
-};
-const inferInteractiveFormTypeFromPayload = (payload) => {
-    if (payload != null && typeof payload === 'object' && 'mode' in payload) {
-        const mode = payload.mode;
-        if (mode === 'auto' || mode === 'guided' || mode === 'upload') {
-            return 'card_policy';
-        }
-    }
-    return 'cards_creation';
-};
-/**
- * Decode the unified `cards_creation` interactive-form payload into the FE
- * state shape. Both `review` and `create` modes ship the same envelope
- * (`{mode, suggested_cards[]}`); the only thing that varies is how the
- * common derivations are exposed:
- *
- * - `review` (2-step): `is_suggested: true` rows -> `teamRows`; the full
- *   universe -> `cardNameOptions` (step-2 swap + step-1 "Add something
- *   else" search).
- * - `create` (1-step): `is_suggested: true` rows -> `cardRows` pre-seeded
- *   for the step-2 editable table; the full universe -> `cardNameOptions`
- *   (step-2 swap).
- */
-const toCardsCreationInitialData = (payload) => {
-    const suggestedCards = payload.suggested_cards ?? [];
-    const ordered = [...suggestedCards].sort((a, b) => KIND_RANK[a.card_type] - KIND_RANK[b.card_type]);
-    const withUniqueIds = withSynthesizedIds(ordered);
-    const suggestedOnly = withUniqueIds.filter(({ card }) => card.is_suggested);
-    const cardNameOptions = withUniqueIds.map(({ card, uniqueId }) => ({
-        id: uniqueId,
-        kind: toCardKind(card.card_type),
-        label: card.card_name,
-    }));
-    const suggestedOwnerUserIdByTeamId = Object.fromEntries(suggestedOnly.map(({ card, uniqueId }) => [
-        uniqueId,
-        normalizeOwnerId(card.owner_id),
-    ]));
-    const common = {
-        cardNameOptions,
-        suggestedOwnerUserIdByTeamId,
-    };
-    if (payload.mode === 'create') {
-        return {
-            ...common,
-            mode: 'create',
-            cardRows: suggestedOnly.map(({ card, uniqueId }) => ({
-                cardKind: toCardKind(card.card_type),
-                id: uniqueId,
-                label: card.card_name,
-                recommendedLimit: card.credit_limit > 0 ? card.credit_limit : undefined,
-                suggestedOwnerUserId: normalizeOwnerId(card.owner_id),
-            })),
-        };
-    }
     return {
-        ...common,
-        mode: 'review',
-        teamRows: suggestedOnly.map(({ card, uniqueId }) => ({
-            avgMonthlySpend: CURRENCY_FORMATTER.format(card.avg_spend),
-            cardKind: toCardKind(card.card_type),
-            id: uniqueId,
-            label: card.card_name,
-            recommendedLimit: CURRENCY_FORMATTER.format(card.credit_limit),
-            recommendedLimitCadence: 'Monthly',
-        })),
-    };
-};
-const CURRENCY_FORMATTER = new Intl.NumberFormat('en-US', {
-    style: 'currency',
-    currency: 'USD',
-    maximumFractionDigits: 0,
-});
-/**
- * Normalize the controller's `owner_id` into `string | undefined`. The
- * BE may emit either `null` or `""` to signal "no owner picked"; both
- * collapse to `undefined` so downstream resolvers don't try to look up
- * a user with an empty id.
- */
-const normalizeOwnerId = (ownerId) => (ownerId != null && ownerId !== '' ? ownerId : undefined);
-const KIND_RANK = {
-    vendor: 0,
-    category: 1,
-    department: 2,
-};
-const toCardKind = (cardType) => {
-    if (cardType === 'department') {
-        return 'class';
-    }
-    if (cardType === 'category') {
-        return 'category';
-    }
-    return 'vendor';
-};
-/**
- * Stamp each suggested card with a stable unique id derived from its
- * `card_name_id`. If two cards in the same payload share the same
- * `card_name_id` (which happens in the current sample payload where
- * `card_name_id` is the literal `"vendor_uuid"`), fall back to a
- * synthesized id `${kind}__${card_name_id}__${index}` so RHF row keying
- * stays unique.
- */
-const withSynthesizedIds = (cards) => {
-    const seen = new Set();
-    return cards.map((card, index) => {
-        const preferred = card.card_name_id;
-        if (preferred != null && preferred !== '' && !seen.has(preferred)) {
-            seen.add(preferred);
-            return { card, uniqueId: preferred };
-        }
-        const synthesized = `${card.card_type}__${preferred ?? 'unknown'}__${index}`;
-        seen.add(synthesized);
-        return { card, uniqueId: synthesized };
-    });
-};
-const toCardPolicyDraftPolicy = (payload, index) => ({
-    id: `draft-${index}`,
-    name: payload.name,
-    description: payload.description ?? '',
-    mode: payload.mode,
-    allowedEntity: {
-        categoryCodes: payload.allowed_entity?.category_codes ?? [],
-        merchantNames: payload.allowed_entity?.merchant_names ?? [],
-    },
-    blockedEntity: {
-        categoryCodes: payload.blocked_entity?.category_codes ?? [],
-        merchantNames: payload.blocked_entity?.merchant_names ?? [],
-    },
-    applyToCards: payload.apply_to_cards ?? [],
-    requiredReceiptThreshold: payload.required_receipt_threshold ?? 0,
-    spendLimits: {
-        transaction: payload.spend_limits?.transaction ?? 0,
-    },
-});
-const toCardPolicyStep5Review = (payload) => ({
-    draftPolicies: (payload.draft_policies ?? []).map(toCardPolicyDraftPolicy),
-    groupingSource: payload.grouping_source ?? 'none',
-    prompt: payload.prompt ?? '',
-});
-const toCardPolicyWizardPlan = (payload) => ({
-    step5Review: toCardPolicyStep5Review(payload.step_5_review),
-});
-const toCardPolicyUploadSource = (payload) => ({
-    confidenceScore: payload.confidence_score,
-    fileName: payload.file_name,
-    lowConfidenceFields: payload.low_confidence_fields ?? [],
-});
-const toCardPolicyInitialData = (payload) => {
-    if (payload.mode === 'upload') {
-        return {
-            policyKind: 'upload',
-            wizardPlan: payload.wizard_plan != null
-                ? toCardPolicyWizardPlan(payload.wizard_plan)
-                : undefined,
-            source: payload.source != null
-                ? toCardPolicyUploadSource(payload.source)
-                : undefined,
-        };
-    }
-    return {
-        policyKind: payload.mode,
-        wizardPlan: toCardPolicyWizardPlan(payload.wizard_plan),
+        type: toAiCfoVisualizationTypeStrict(visualization.type) ?? 'table',
+        data: toAiCfoVisualizationData(visualization.data),
     };
 };
 const toAiCfoVisualizationData = (data) => {
@@ -653,118 +453,10 @@ const aiCfo = createSlice({
                 session.questionAnswers.push(qa);
             }
         },
-        /**
-         * Patch the `card_policy` interactive-form payload for a specific
-         * answer in a chat session to merge in the wizard plan + upload
-         * source metadata returned by
-         * `POST /cards/1.0/ai-cfo/policy-recommendation-from-upload`.
-         *
-         * Dispatched by the recommendation epic after a successful response;
-         * the wizard re-renders Steps 2 + 3 of the upload variant once the
-         * payload becomes a populated `CardPolicyInitialData` with
-         * `policyKind: "upload"` + `wizardPlan` + `source`.
-         *
-         * No-op when the target answer / chat session / form payload is
-         * missing or isn't an upload-mode card-policy interactive form —
-         * the bridge epic is best-effort and silently drops in edge cases
-         * (e.g. the user closed the chat before recommendation returned).
-         */
-        updateAiCfoAnswerCardPolicyWizardPlan(draft, action) {
-            const { answerId, chatSessionId, source, wizardPlan } = action.payload;
-            const session = draft.aiCfoByChatSessionId[chatSessionId];
-            if (session == null) {
-                return;
-            }
-            const qa = session.questionAnswers.find((entry) => entry.questionAnswerId === answerId);
-            if (qa == null) {
-                return;
-            }
-            for (const response of Object.values(qa.responses)) {
-                const visualization = response?.content.visualization;
-                if (visualization == null ||
-                    visualization.type !== 'interactive_form') {
-                    continue;
-                }
-                const data = visualization.data;
-                if (data.formType !== 'card_policy' ||
-                    data.payload.policyKind !== 'upload') {
-                    continue;
-                }
-                data.payload = {
-                    ...data.payload,
-                    wizardPlan,
-                    source: source ?? data.payload.source,
-                };
-            }
-        },
-        /**
-         * Append a client-synthesized answer bubble to a chat session. Used by
-         * the AI CFO cards/policy create flow to render a "Creating…" placeholder
-         * in the drawer while the underlying mutation runs.
-         *
-         * The caller is responsible for generating a stable `id` (so the same
-         * bubble can later be updated in place via `updateSyntheticAiCfoAnswer`
-         * once the mutation completes) and a `createdAt` timestamp so the
-         * renderer can interleave synthetic bubbles with streamed Q&A pairs in
-         * chronological order.
-         */
-        appendSyntheticAiCfoAnswer(draft, action) {
-            const { chatSessionId, id, kind, createdAt, entityIds, sourceQuestionAnswerId, } = action.payload;
-            if (draft.syntheticAnswersByChatSessionId[chatSessionId] == null) {
-                draft.syntheticAnswersByChatSessionId[chatSessionId] = [];
-            }
-            draft.syntheticAnswersByChatSessionId[chatSessionId].push({
-                id,
-                kind,
-                entityIds: entityIds ?? [],
-                createdAt,
-                sourceQuestionAnswerId,
-            });
-        },
-        /**
-         * Update an existing synthetic answer bubble in place. Typically called
-         * when the create mutation completes: the screen transitions the bubble
-         * from `creating_*` to `created_*` and populates `entityIds` with the
-         * newly created cards / policy templates.
-         *
-         * No-op when the target bubble is missing (e.g. the session was cleared
-         * before the mutation returned).
-         */
-        updateSyntheticAiCfoAnswer(draft, action) {
-            const { chatSessionId, id, kind, entityIds } = action.payload;
-            const list = draft.syntheticAnswersByChatSessionId[chatSessionId];
-            if (list == null) {
-                return;
-            }
-            const entry = list.find((item) => item.id === id);
-            if (entry == null) {
-                return;
-            }
-            entry.kind = kind;
-            if (entityIds != null) {
-                entry.entityIds = entityIds;
-            }
-        },
-        /**
-         * Remove a single synthetic answer bubble (e.g. when the user manually
-         * dismisses it or the mutation errors out and we want to fall back to
-         * an inline error snackbar).
-         */
-        removeSyntheticAiCfoAnswer(draft, action) {
-            const { chatSessionId, id } = action.payload;
-            const list = draft.syntheticAnswersByChatSessionId[chatSessionId];
-            if (list == null) {
-                return;
-            }
-            draft.syntheticAnswersByChatSessionId[chatSessionId] = list.filter((item) => item.id !== id);
-        },
-        clearSyntheticAiCfoAnswers(draft, action) {
-            delete draft.syntheticAnswersByChatSessionId[action.payload];
-        },
         clearSession(draft, action) {
             const sessionId = action.payload;
             delete draft.aiCfoByChatSessionId[sessionId];
-            delete draft.syntheticAnswersByChatSessionId[sessionId];
+            // Clear partial Q&A if it belongs to the cleared session
             if (draft.partialQuestionAnswers?.[sessionId] != null) {
                 draft.partialQuestionAnswers[sessionId] = undefined;
             }
@@ -772,7 +464,6 @@ const aiCfo = createSlice({
         clearAiCfo(draft) {
             draft.aiCfoByChatSessionId = {};
             draft.partialQuestionAnswers = {};
-            draft.syntheticAnswersByChatSessionId = {};
         },
         deleteQuestion(draft, action) {
             const { chatSessionId, questionAnswerId } = action.payload;
@@ -785,12 +476,6 @@ const aiCfo = createSlice({
             if (idx !== -1) {
                 session.questionAnswers.splice(idx, 1);
             }
-            // Drop synthetic bubbles whose sourceQuestionAnswerId is the deleted Q/A; otherwise "Creating…" / "Created" tiles outlive their Q/A.
-            const syntheticAnswers = draft.syntheticAnswersByChatSessionId[chatSessionId];
-            if (syntheticAnswers != null) {
-                draft.syntheticAnswersByChatSessionId[chatSessionId] =
-                    syntheticAnswers.filter((answer) => answer.sourceQuestionAnswerId !== questionAnswerId);
-            }
         },
     },
 });
@@ -803,5 +488,5 @@ const toChatSession = (chatSessionPayload) => {
         createdAt: zeniDate(created_at),
     };
 };
-export const { setNewSession, clearSession, setSessions, setChatHistory, upsertAnswerPayload, upsertOrAddQuestionAnswerPayload, addQuestionPayload, clearAiCfo, deleteQuestion, updateAiCfoAnswerCardPolicyWizardPlan, appendSyntheticAiCfoAnswer, updateSyntheticAiCfoAnswer, removeSyntheticAiCfoAnswer, clearSyntheticAiCfoAnswers, } = aiCfo.actions;
+export const { setNewSession, clearSession, setSessions, setChatHistory, upsertAnswerPayload, upsertOrAddQuestionAnswerPayload, addQuestionPayload, clearAiCfo, deleteQuestion, } = aiCfo.actions;
 export default aiCfo.reducer;

package/lib/esm/entity/aiCfo/aiCfoSelector.js

@@ -32,30 +32,5 @@ export function getAiCfoSelectorView(state) {
             : [],
     }))
         .sort((a, b) => b.chatSession.createdAt.valueOf() - a.chatSession.createdAt.valueOf());
-    return {
-        allSessionsWithOrderedQuestionAnswers,
-        syntheticAnswersByChatSessionId: state.syntheticAnswersByChatSessionId ?? {},
-    };
-}
-export function getSyntheticAiCfoAnswersForChatSession(state, chatSessionId) {
-    const arr = state.syntheticAnswersByChatSessionId?.[chatSessionId] ?? [];
-    return arr
-        .slice()
-        .sort((a, b) => a.createdAt.valueOf() - b.createdAt.valueOf());
-}
-/**
- * Look up the synthetic answer bubble (if any) whose source AI CFO Q/A
- * is `questionAnswerId`. Used by the in-place renderer to swap a Q/A's
- * answer bubble with the "Creating…" / "Created" tile.
- *
- * Returns `undefined` when no synthetic bubble has been dispatched for
- * the answer yet (i.e. the user hasn't submitted the interactive form),
- * or when the chat session has no synthetic entries at all.
- */
-export function getSyntheticAiCfoAnswerByQuestionAnswerId(state, chatSessionId, questionAnswerId) {
-    const arr = state.syntheticAnswersByChatSessionId?.[chatSessionId];
-    if (arr == null) {
-        return undefined;
-    }
-    return arr.find((answer) => answer.sourceQuestionAnswerId === questionAnswerId);
+    return { allSessionsWithOrderedQuestionAnswers };
 }

package/lib/esm/entity/aiCfo/aiCfoState.js

@@ -7,14 +7,7 @@ export const ALL_AI_CFO_CHARTS_TYPES = [
 export const ALL_AI_CFO_VISUALIZATION_TYPES = [
     ...ALL_AI_CFO_CHARTS_TYPES,
     'table',
-    'interactive_form',
 ];
-export const ALL_INTERACTIVE_FORM_TYPES = [
-    'cards_creation',
-    'card_policy',
-];
-export const toInteractiveFormType = (v) => stringToUnion(v, ALL_INTERACTIVE_FORM_TYPES);
-export const toInteractiveFormTypeStrict = (v) => stringToUnionStrict(v, ALL_INTERACTIVE_FORM_TYPES);
 export const toAiCfoVisualizationType = (v) => stringToUnion(v, ALL_AI_CFO_VISUALIZATION_TYPES);
 export const toAiCfoVisualizationTypeStrict = (v) => stringToUnionStrict(v, ALL_AI_CFO_VISUALIZATION_TYPES);
 export const toAiCfoChartType = (v) => stringToUnion(v, ALL_AI_CFO_CHARTS_TYPES);
@@ -65,16 +58,3 @@ export const toMessageSender = (v) => stringToUnion(v, ALL_MESSAGE_SENDERS);
 export const toMessageType = (v) => stringToUnion(v, ALL_MESSAGE_TYPES);
 export const toMessageSenderStrict = (v) => stringToUnionStrict(v, ALL_MESSAGE_SENDERS);
 export const toMessageTypeStrict = (v) => stringToUnionStrict(v, ALL_MESSAGE_TYPES);
-/**
- * Discriminator for client-synthesized AI CFO answer bubbles. These are not
- * Q/A pairs streamed from the backend — they are pushed locally by the AI
- * CFO flow when it kicks off a cards or policy create from an interactive
- * form, so the drawer can render a "Creating…" placeholder and later a
- * "Created" success bubble while the corresponding mutation epic runs.
- */
-export const ALL_SYNTHETIC_AI_CFO_ANSWER_KINDS = [
-    'creating_cards',
-    'creating_policy',
-    'created_cards',
-    'created_policy',
-];

package/lib/esm/entity/company/companyPayload.js

@@ -328,7 +328,9 @@ const toCompanyOnboardingInfo = (payload) => ({
     onboardingUserIds: payload.onboarding_user_ids,
     isSubsidiary: payload.is_subsidiary,
     parentCompanyId: payload.parent_company_id != null ? payload.parent_company_id : undefined,
+    isOnboardingAiFinanceTeamAcknowledged: payload.is_onboarding_ai_finance_team_acknowledged ?? false,
     isOnboardingCompanyDetailsCompleted: payload.is_onboarding_company_details_step_completed,
+    onboardingAiFinanceTeamAcknowledgedBy: payload.onboarding_ai_finance_team_acknowledged_by ?? [],
     onboardingInfo: toOnboardingInfo(payload.onboarding_info),
     isOnboardingCompleted: payload.is_onboarding_completed,
     subscriptionBillingAddressId: payload.subscription_billing_address_id,

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/snackbar/snackbarTypes.js

@@ -95,9 +95,6 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'charge_card_receipt_upload',
     'charge_card_resend_invite',
     'charge_card_revoke_invite',
-    'card_policy_created',
-    'card_policy_updated',
-    'card_policy_deleted',
     'charge_card_update_limit',
     'charge_cards_update_limit',
     'close_charge_card',
@@ -208,6 +205,7 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'transactionCategorized_transactionUpdated_transactionsFailed',
     'transactionCategorized_transactionUpdated_transactionFailed',
     'accounting_classes_enabled_update',
+    'capitalization_threshold_update',
     'account_excluded_from_reconciliation',
     'account_included_in_reconciliation',
     'ai_accountant_trigger_job',

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

@@ -97,9 +97,6 @@ import { clearInternationalWire } from '../../view/spendManagement/billPay/inter
 import { clearInternationalVerificationView } from '../../view/spendManagement/billPay/internationalWireVerification/internationalWireVerificationReducer';
 import { clearPreviousBills } from '../../view/spendManagement/billPay/previousBills/previousBillsReducer';
 import { clearWiseRedirectStatus } from '../../view/spendManagement/billPay/wiseRedirectView/wiseRedirectReducer';
-import { clearCardPolicyDetail } from '../../view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer';
-import { clearCardPolicyList } from '../../view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer';
-import { clearCreateCardPolicy } from '../../view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer';
 import { clearCardUserOnboarding } from '../../view/spendManagement/chargeCards/cardUserOnboarding/cardUserOnboardingReducer';
 import { clearCashbackDetail } from '../../view/spendManagement/chargeCards/cashbackDetail/cashbackDetailReducer';
 import { clearChargeCardConfig } from '../../view/spendManagement/chargeCards/chargeCardConfig/chargeCardConfigReducer';
@@ -171,7 +168,6 @@ import { clearAllBillTransactions } from '../billPay/billTransaction/billTransac
 import { clearContacts } from '../billPay/contact/contactReducer';
 import { clearAllRecurringBills } from '../billPay/recurringBills/recurringBillsReducer';
 import { clearAllCardPayments } from '../cardPayment/cardPaymentReducer';
-import { clearCardPolicy } from '../cardPolicy/cardPolicyReducer';
 import { clearAllChargeCards } from '../chargeCard/chargeCardReducer';
 import { clearAllChargeCardRepayments } from '../chargeCardRepayment/chargeCardRepaymentReducer';
 import { clearAllChargeCardTransactions } from '../chargeCardTransaction/chargeCardTransactionReducer';
@@ -248,8 +244,6 @@ export const clearAllEpic = (actions$) => actions$.pipe(filter(clearAll.match),
         clearBillPaySetupView(),
         clearCardBalance(),
         clearCardPaymentView(),
-        clearCardPolicyDetail(),
-        clearCardPolicyList(),
         clearCardUserOnboarding(),
         clearCashbackDetail(),
         clearCashBalance(),
@@ -269,7 +263,6 @@ export const clearAllEpic = (actions$) => actions$.pipe(filter(clearAll.match),
         clearCompanyMonthEndReportView(),
         clearCompanyTaskManagerView(),
         clearCompanyView(),
-        clearCreateCardPolicy(),
         clearCreateTransferEntry(),
         clearAllCreditAgent(),
         clearCreditAgentView(),
@@ -431,7 +424,6 @@ export const clearAllEpic = (actions$) => actions$.pipe(filter(clearAll.match),
         clearAllVendorExpenseTrends(),
         clearAllVendors(),
         clearCannedResponses(),
-        clearCardPolicy(),
         clearClassList(),
         clearContacts(),
         clearCountryList(),

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)),
+    ]);
+}))));