@zeniai/client-epic-state 5.0.92 → 5.0.93-beta0ND

package/lib/entity/cardPolicy/policyRecommendationFromUploadEpic.js

@@ -0,0 +1,105 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.policyRecommendationFromUploadEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const responsePayload_1 = require("../../responsePayload");
+const createCardPolicyReducer_1 = require("../../view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer");
+const aiCfoReducer_1 = require("../aiCfo/aiCfoReducer");
+const cardPolicyReducer_1 = require("./cardPolicyReducer");
+/**
+ * Listens for `fetchCardPolicyRecommendationFromUpload` and POSTs the
+ * just-extracted policy rules to the AI-CFO recommendation endpoint.
+ *
+ * On success — dispatches BOTH:
+ *  - `updatePolicyRecommendationFromUploadSuccess` (flips the
+ *    cardPolicy slice's recommendation lifecycle to `Completed`), and
+ *  - `updateAiCfoAnswerCardPolicyWizardPlan` (patches the in-flight AI
+ *    CFO answer's `CardPolicyInitialData` so the wizard can advance from
+ *    Step 1 → Step 2 in the upload variant).
+ *
+ * The reducer payload originally captured at kickoff (`answerId` +
+ * `chatSessionId`) re-enters via the action so the patch can find the
+ * right answer to merge into.
+ */
+const policyRecommendationFromUploadEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(cardPolicyReducer_1.fetchCardPolicyRecommendationFromUpload.match), 
+// `switchMap` (vs `mergeMap`) cancels any in-flight recommendation
+// whenever a new upload kicks off another one. Without this an older,
+// slower recommendation response could still resolve after a fresh
+// extract has started — that late response would dispatch
+// `updateAiCfoAnswerCardPolicyWizardPlan` against the *current*
+// `answerId`/`chatSessionId` (the ones captured at its kickoff) and
+// overwrite the wizard plan with stale draft policies from the prior
+// document. Pairs with the matching `switchMap` in
+// `extractPolicyDocumentEpic`.
+(0, operators_1.switchMap)((action) => {
+    const { answerId, chatSessionId, extractedRules } = action.payload;
+    const body = {
+        extracted_rules: {
+            allowed_entity: {
+                category_codes: extractedRules.allowedEntity.categoryCodes,
+                merchant_names: extractedRules.allowedEntity.merchantNames,
+            },
+            blocked_entity: {
+                category_codes: extractedRules.blockedEntity.categoryCodes,
+                merchant_names: extractedRules.blockedEntity.merchantNames,
+            },
+            confidence_score: extractedRules.confidenceScore,
+            policy_name: extractedRules.policyName,
+            required_receipt_threshold: extractedRules.requiredReceiptThreshold,
+            transaction_limit: extractedRules.transactionLimit,
+        },
+    };
+    return zeniAPI
+        .postAndGetJSON(`${zeniAPI.apiEndPoints.cardMicroServiceBaseUrl}/1.0/ai-cfo/policy-recommendation-from-upload`, body)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if (!(0, responsePayload_1.isSuccessStatus)(response) ||
+            response.data?.wizard_plan?.step_5_review == null) {
+            return (0, rxjs_1.of)((0, cardPolicyReducer_1.updatePolicyRecommendationFromUploadFailure)(response.status));
+        }
+        const data = response.data;
+        const review = data.wizard_plan.step_5_review;
+        const wizardPlan = {
+            step5Review: {
+                draftPolicies: (review.draft_policies ?? []).map((draft, index) => ({
+                    id: `draft-${index}`,
+                    name: draft.name,
+                    description: draft.description ?? '',
+                    mode: draft.mode,
+                    allowedEntity: {
+                        categoryCodes: draft.allowed_entity?.category_codes ?? [],
+                        merchantNames: draft.allowed_entity?.merchant_names ?? [],
+                    },
+                    blockedEntity: {
+                        categoryCodes: draft.blocked_entity?.category_codes ?? [],
+                        merchantNames: draft.blocked_entity?.merchant_names ?? [],
+                    },
+                    applyToCards: draft.apply_to_cards ?? [],
+                    requiredReceiptThreshold: draft.required_receipt_threshold ?? 0,
+                    spendLimits: {
+                        transaction: draft.spend_limits?.transaction ?? 0,
+                    },
+                })),
+                groupingSource: review.grouping_source ?? 'none',
+                prompt: review.prompt ?? '',
+            },
+        };
+        const source = data.source != null
+            ? {
+                confidenceScore: data.source.confidence_score,
+                fileName: data.source.file_name,
+                lowConfidenceFields: data.source.low_confidence_fields ?? [],
+            }
+            : undefined;
+        return (0, rxjs_1.of)((0, cardPolicyReducer_1.updatePolicyRecommendationFromUploadSuccess)(), (0, aiCfoReducer_1.updateAiCfoAnswerCardPolicyWizardPlan)({
+            answerId,
+            chatSessionId,
+            wizardPlan,
+            source,
+        }), (0, createCardPolicyReducer_1.updateAiCardPolicyFormDraftFromUploadPlan)(wizardPlan, source));
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, cardPolicyReducer_1.updatePolicyRecommendationFromUploadFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Policy recommendation from upload REST API call errored out' +
+        JSON.stringify(error))))), 
+    // Guards the user-dismissed case that switchMap doesn't cover: a late response would patch a wizard plan the user already cleared.
+    (0, operators_1.takeUntil)(actions$.pipe((0, operators_1.filter)(cardPolicyReducer_1.clearPolicyDocumentExtraction.match))));
+}));
+exports.policyRecommendationFromUploadEpic = policyRecommendationFromUploadEpic;

package/lib/entity/company/companyPayload.d.ts

@@ -320,6 +320,10 @@ interface CompanyOnboardingInfoPayload {
     is_subsidiary: boolean;
     onboarding_user_ids: ID[];
     parent_company_id: ID | null;
+    is_onboarding_ai_activation_viewed?: boolean;
+    is_onboarding_ai_finance_team_acknowledged?: boolean;
+    onboarding_ai_activation_viewed_by?: ID[];
+    onboarding_ai_finance_team_acknowledged_by?: ID[];
     onboarding_info?: OnboardingInfoPayload;
     subscription_billing_address_id?: ID;
 }

package/lib/entity/company/companyPayload.js

@@ -333,7 +333,11 @@ 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,
+    isOnboardingAiActivationViewed: payload.is_onboarding_ai_activation_viewed ?? false,
     isOnboardingCompanyDetailsCompleted: payload.is_onboarding_company_details_step_completed,
+    onboardingAiFinanceTeamAcknowledgedBy: payload.onboarding_ai_finance_team_acknowledged_by ?? [],
+    onboardingAiActivationViewedBy: payload.onboarding_ai_activation_viewed_by ?? [],
     onboardingInfo: (0, exports.toOnboardingInfo)(payload.onboarding_info),
     isOnboardingCompleted: payload.is_onboarding_completed,
     subscriptionBillingAddressId: payload.subscription_billing_address_id,

package/lib/entity/company/companyStateTypes.d.ts

@@ -323,9 +323,13 @@ export interface OnboardingInfo extends OnboardingStepsInfo {
     onboardingToQuoteSignMinutes?: number;
 }
 export interface CompanyOnboardingInfo {
+    isOnboardingAiActivationViewed: boolean;
+    isOnboardingAiFinanceTeamAcknowledged: boolean;
     isOnboardingCompanyDetailsCompleted: boolean;
     isOnboardingCompleted: boolean;
     isSubsidiary: boolean;
+    onboardingAiActivationViewedBy: ID[];
+    onboardingAiFinanceTeamAcknowledgedBy: ID[];
     onboardingUserIds: ID[];
     onboardingInfo?: OnboardingInfo;
     parentCompanyId?: ID;

package/lib/entity/jeSchedules/jeSchedulesTypes.d.ts

@@ -10,7 +10,7 @@ export declare const ALL_SCHEDULES_TYPES: readonly ["prepaid_expenses", "fixed_a
 export declare const toScheduleTypesType: (v: string) => "prepaid_expenses" | "fixed_assets" | "accrued_expenses" | "deferred_revenue";
 export type ScheduleTypes = ReturnType<typeof toScheduleTypesType>;
 export declare const toScheduleTypesTypeStrict: (v?: string) => "prepaid_expenses" | "fixed_assets" | "accrued_expenses" | "deferred_revenue" | undefined;
-export declare const toScheduleJournalEntryStatusCodeType: (v: string) => "pending" | "posted" | "unknown" | "canceled" | "recorded";
+export declare const toScheduleJournalEntryStatusCodeType: (v: string) => "pending" | "unknown" | "posted" | "canceled" | "recorded";
 export type ScheduleJournalEntryStatusCodeType = ReturnType<typeof toScheduleJournalEntryStatusCodeType>;
 export declare const toScheduleStatusCodeType: (v: string) => "completed" | "draft" | "new" | "ongoing" | "marked_as_completed";
 export type ScheduleStatusCodeType = ReturnType<typeof toScheduleStatusCodeType>;

package/lib/entity/monthEndCloseChecks/monthEndCloseChecksState.d.ts

@@ -3,7 +3,7 @@ import { MonthYearPeriod, MonthYearPeriodId } from '../../commonStateTypes/timeP
 import { ExpenseAutomationViewType } from '../../view/expenseAutomationView/expenseAutomationViewState';
 import { ZeniDate } from '../../zeniDayJS';
 export declare const ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY: readonly ["Weekly", "Monthly"];
-export declare const toMonthEndCloseCheckFrequency: (v?: string) => "Weekly" | "Monthly";
+export declare const toMonthEndCloseCheckFrequency: (v?: string) => "Monthly" | "Weekly";
 export type MonthEndCloseCheckFrequency = NonNullable<ReturnType<typeof toMonthEndCloseCheckFrequency>>;
 export interface MonthCloseCheckMetrics {
     columnIndex: number;

package/lib/entity/paymentAccount/paymentAccountSelector.d.ts

@@ -4,3 +4,4 @@ export declare function getPaymentAccountsByPaymentAccountIds(paymentAccountStat
 export declare function getPaymentAccountByPaymentAccountId(paymentAccountState: PaymentAccountState, PaymentAccountId: ID): PaymentAccount | undefined;
 export declare function getPaymentAccountByBankAccountId(paymentAccountState: PaymentAccountState, bankAccountId: ID): PaymentAccount | undefined;
 export declare function getPaymentAccountsByBankAccountIds(paymentAccountState: PaymentAccountState, bankAccountIds: ID[]): PaymentAccount[];
+export declare function getPlaidPaymentAccounts(paymentAccountState: PaymentAccountState): PaymentAccount[];

package/lib/entity/paymentAccount/paymentAccountSelector.js

@@ -7,6 +7,7 @@ exports.getPaymentAccountsByPaymentAccountIds = getPaymentAccountsByPaymentAccou
 exports.getPaymentAccountByPaymentAccountId = getPaymentAccountByPaymentAccountId;
 exports.getPaymentAccountByBankAccountId = getPaymentAccountByBankAccountId;
 exports.getPaymentAccountsByBankAccountIds = getPaymentAccountsByBankAccountIds;
+exports.getPlaidPaymentAccounts = getPlaidPaymentAccounts;
 const get_1 = __importDefault(require("lodash/get"));
 const values_1 = __importDefault(require("lodash/values"));
 function getPaymentAccountsByPaymentAccountIds(paymentAccountState, paymentAccountIds) {
@@ -28,3 +29,6 @@ function getPaymentAccountsByBankAccountIds(paymentAccountState, bankAccountIds)
         .filter((value) => value != null);
     return paymentAccounts;
 }
+function getPlaidPaymentAccounts(paymentAccountState) {
+    return (0, values_1.default)(paymentAccountState.paymentAccountByID).filter((account) => account.provider === 'plaid');
+}

package/lib/entity/snackbar/snackbarTypes.d.ts

@@ -1,4 +1,4 @@
-export declare const toSnackbarMessageSection: (v: string) => "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "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" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron";
+export declare const toSnackbarMessageSection: (v: string) => "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "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" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "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" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron";
 export type SnackbarMessageSections = ReturnType<typeof toSnackbarMessageSection>;
 export declare const toSnackbarMessageSectionTexts: (v: string) => "notification" | "failed" | "success";
 export type SnackbarMessageSectionTexts = ReturnType<typeof toSnackbarMessageSectionTexts>;

package/lib/entity/snackbar/snackbarTypes.js

@@ -98,6 +98,9 @@ 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',

package/lib/entity/tenant/clearAllEpic.d.ts

@@ -96,6 +96,9 @@ 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';
@@ -167,6 +170,7 @@ 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';
@@ -210,8 +214,8 @@ import { clearAllUserRoles } from '../userRole/userRoleReducer';
 import { clearAllVendors } from '../vendor/vendorReducer';
 import { clearAllVendorExpenseTrends } from '../vendorExpense/vendorExpenseReducer';
 import { clearAll } from './tenantReducer';
-type clearActionTypeForViews = ReturnType<typeof clearAccountList> | ReturnType<typeof clearAccountMappingView> | ReturnType<typeof clearActivityHistory> | ReturnType<typeof clearActivityRealTimeApproval> | ReturnType<typeof clearAddressView> | ReturnType<typeof clearAiAccountantView> | ReturnType<typeof clearAllAiAccountantCustomers> | ReturnType<typeof clearAiCfoView> | ReturnType<typeof clearAllClasses> | ReturnType<typeof clearAllProjects> | ReturnType<typeof clearAllMonthEndCloseChecksView> | ReturnType<typeof clearApAging> | ReturnType<typeof clearApAgingDetail> | ReturnType<typeof clearArAging> | ReturnType<typeof clearArAgingDetail> | ReturnType<typeof clearAuthenticationView> | ReturnType<typeof clearAutoTransferRules> | ReturnType<typeof clearBalanceSheet> | ReturnType<typeof clearBankAccountView> | ReturnType<typeof clearBillDetailView> | ReturnType<typeof clearBillList> | ReturnType<typeof clearBillPayBulkActionView> | ReturnType<typeof clearBillPayCard> | ReturnType<typeof clearBillPayConfig> | ReturnType<typeof clearBillPayReview> | ReturnType<typeof clearBillPaySetupApproverView> | ReturnType<typeof clearBillPaySetupView> | ReturnType<typeof clearCardBalance> | ReturnType<typeof clearCardPaymentView> | ReturnType<typeof clearCardUserOnboarding> | ReturnType<typeof clearCashbackDetail> | ReturnType<typeof clearCashBalance> | ReturnType<typeof clearCashFlow> | ReturnType<typeof clearCashInCashOut> | ReturnType<typeof clearCashPosition> | ReturnType<typeof clearChargeCardConfig> | ReturnType<typeof clearChargeCardDetail> | ReturnType<typeof clearChargeCardList> | ReturnType<typeof clearChargeCardRepaymentDetail> | ReturnType<typeof clearChargeCardSetupView> | ReturnType<typeof clearChargeCardStatementList> | ReturnType<typeof clearCheckDeposit> | ReturnType<typeof clearCompanyConfigView> | ReturnType<typeof clearCompanyHealthMetric> | ReturnType<typeof clearCompanyHealthMetricView> | ReturnType<typeof clearCompanyMonthEndReportView> | ReturnType<typeof clearCompanyTaskManagerView> | ReturnType<typeof clearCompanyView> | ReturnType<typeof clearCreateTransferEntry> | ReturnType<typeof clearAllCreditAgent> | ReturnType<typeof clearCreditAgentView> | ReturnType<typeof clearDashboard> | ReturnType<typeof clearDashboardLayout> | ReturnType<typeof clearDepositAccountDetail> | ReturnType<typeof clearDepositAccountList> | ReturnType<typeof clearDepositAccountTransactionList> | ReturnType<typeof clearEditBillViewDetail> | ReturnType<typeof clearEditRemiViewDetail> | ReturnType<typeof clearAllEntityAutoCompleteResults> | ReturnType<typeof clearExpenseAutomationFluxAnalysisView> | ReturnType<typeof clearExpenseAutomationJESchedulesView> | ReturnType<typeof clearExpenseAutomationMissingReceiptsView> | ReturnType<typeof clearExpenseAutomationReconciliationView> | ReturnType<typeof clearExpenseAutomationTransactionsView> | ReturnType<typeof clearExpenseAutomationView> | ReturnType<typeof clearExpressPayView> | ReturnType<typeof clearFeatureNotificationView> | ReturnType<typeof clearFileViewList> | ReturnType<typeof clearFinanceStatement> | ReturnType<typeof clearForecastList> | ReturnType<typeof clearGlobalMerchantAutoCompleteResults> | ReturnType<typeof clearGlobalMerchantView> | ReturnType<typeof clearInsightsCard> | ReturnType<typeof clearInternationalWire> | ReturnType<typeof clearInternationalVerificationView> | ReturnType<typeof clearIssueChargeCard> | ReturnType<typeof clearMerchantList> | ReturnType<typeof clearNetBurnOrIncome> | ReturnType<typeof clearNetBurnOrIncomeClassesView> | ReturnType<typeof clearNetBurnOrIncomeStoryCard> | ReturnType<typeof clearNotificationView> | ReturnType<typeof clearOnboardingCockpitView> | ReturnType<typeof clearOnboardingCustomerView> | ReturnType<typeof clearOpEx> | ReturnType<typeof clearOpExByVendor> | ReturnType<typeof clearOpExClassesView> | ReturnType<typeof clearOwnerList> | ReturnType<typeof clearPaymentAccountList> | ReturnType<typeof clearPeople> | ReturnType<typeof clearAggregatedReport> | ReturnType<typeof clearPreviousBills> | ReturnType<typeof clearProfitAndLoss> | ReturnType<typeof clearProfitAndLossClassesView> | ReturnType<typeof clearProfitAndLossProjectView> | ReturnType<typeof clearProjectList> | ReturnType<typeof clearRecommendation> | ReturnType<typeof clearReferrals> | ReturnType<typeof clearReimbursementCard> | ReturnType<typeof clearReimbursementConfig> | ReturnType<typeof clearRemiBulkActionView> | ReturnType<typeof clearRemiDetailView> | ReturnType<typeof clearRemiList> | ReturnType<typeof clearRemiSetupApproverView> | ReturnType<typeof clearRemiSetupView> | ReturnType<typeof clearReportUIOption> | ReturnType<typeof clearRevenue> | ReturnType<typeof clearRevenueClassesView> | ReturnType<typeof clearReviewCompany> | ReturnType<typeof clearScheduleDetailView> | ReturnType<typeof clearScheduleAccruedDetailView> | ReturnType<typeof clearScheduleList> | ReturnType<typeof clearSettingsView> | ReturnType<typeof clearSetupView> | ReturnType<typeof clearPlaidAccountView> | ReturnType<typeof clearSubscriptionView> | ReturnType<typeof clearTagView> | ReturnType<typeof clearTaskDetail> | ReturnType<typeof clearTaskGroupTemplatesView> | ReturnType<typeof clearTaskGroupView> | ReturnType<typeof clearTaskList> | ReturnType<typeof clearTasksCard> | ReturnType<typeof clearTopEx> | ReturnType<typeof clearTransactionDetail> | ReturnType<typeof clearTransactionList> | ReturnType<typeof clearTransferDetail> | ReturnType<typeof clearTreasuryOverviewDetail> | ReturnType<typeof clearTreasurySetupView> | ReturnType<typeof clearTreasuryStatementList> | ReturnType<typeof clearTreasuryTaxLetterList> | ReturnType<typeof clearTreasuryTransferMoney> | ReturnType<typeof clearTrendData> | ReturnType<typeof clearTrendWithTransactions> | ReturnType<typeof clearTwoFactorAuthentication> | ReturnType<typeof clearUserFinancialAccount> | ReturnType<typeof clearUserListView> | ReturnType<typeof clearUserRoleConfigView> | ReturnType<typeof clearVendorGlobalReviewView> | ReturnType<typeof clearVendorReviewView> | ReturnType<typeof clearVendorTypeList> | ReturnType<typeof clearVendor1099TypeList> | ReturnType<typeof clearVendorView> | ReturnType<typeof clearVendorsFiling1099List> | ReturnType<typeof clearVendorsList> | ReturnType<typeof clearVendorsTabVendorView> | ReturnType<typeof clearWiseRedirectStatus> | ReturnType<typeof clearZeniAccStatementList> | ReturnType<typeof clearZeniAccountList> | ReturnType<typeof clearZeniAccountSetupView> | ReturnType<typeof clearZeniAccountsConfig> | ReturnType<typeof clearZeniAccountsPromoCard> | ReturnType<typeof clearZeniOAuthView>;
-type clearActionTypeForEntities = ReturnType<typeof clearAiCfo> | ReturnType<typeof clearAllAccountGroups> | ReturnType<typeof clearAllAccountRecon> | ReturnType<typeof clearAllAccountingSummary> | ReturnType<typeof clearAllAccounts> | ReturnType<typeof clearAllAddresses> | ReturnType<typeof clearAllApprovalRules> | ReturnType<typeof clearAllBankAccounts> | ReturnType<typeof clearAllBillTransactions> | ReturnType<typeof clearAllCardPayments> | ReturnType<typeof clearAllChargeCardRepayments> | ReturnType<typeof clearAllChargeCardTransactions> | ReturnType<typeof clearAllChargeCards> | ReturnType<typeof clearAllCompanies> | ReturnType<typeof clearAllConnectedAccounts> | ReturnType<typeof clearAllCurrencies> | ReturnType<typeof clearAllCustomerIncomeTrend> | ReturnType<typeof clearAllCustomers> | ReturnType<typeof clearAllDepositAccounts> | ReturnType<typeof clearAllEntities> | ReturnType<typeof clearAllEntityApprovalStatus> | ReturnType<typeof clearAllFiles> | ReturnType<typeof clearAllForecasts> | ReturnType<typeof clearAllGlobalMerchants> | ReturnType<typeof clearAllInsights> | ReturnType<typeof clearAllAccruedJESchedules> | ReturnType<typeof clearAllJEScheduleTransactions> | ReturnType<typeof clearAllMerchants> | ReturnType<typeof clearAllMonthEndCloseChecks> | ReturnType<typeof clearAllNotifications> | ReturnType<typeof clearAllOnboardingCustomersInfo> | ReturnType<typeof clearAllPaymentAccounts> | ReturnType<typeof clearAllPaymentInstruments> | ReturnType<typeof clearAllRecurringBills> | ReturnType<typeof clearAllReimbursements> | ReturnType<typeof clearAllSectionsAccountsView> | ReturnType<typeof clearAllSectionsClassesViewV2> | ReturnType<typeof clearAllSectionsProjectView> | ReturnType<typeof clearAllSubscriptionAddOns> | ReturnType<typeof clearAllSubscriptionCoupons> | ReturnType<typeof clearAllSubscriptionPlans> | ReturnType<typeof clearAllSubscriptionSummary> | ReturnType<typeof clearAllSubscriptions> | ReturnType<typeof clearAllTags> | ReturnType<typeof clearAllTaskGroups> | ReturnType<typeof clearAllTaskGroupTemplates> | ReturnType<typeof clearAllTaskSummary> | ReturnType<typeof clearAllTasks> | ReturnType<typeof clearAllToastNotifications> | ReturnType<typeof clearAllTransactions> | ReturnType<typeof clearAllUserRoles> | ReturnType<typeof clearAllUsers> | ReturnType<typeof clearAllVendorExpenseTrends> | ReturnType<typeof clearAllVendors> | ReturnType<typeof clearCannedResponses> | ReturnType<typeof clearClassList> | ReturnType<typeof clearContacts> | ReturnType<typeof clearCountryList> | ReturnType<typeof clearDepositAccountTransaction> | ReturnType<typeof clearSnackbar>;
+type clearActionTypeForViews = ReturnType<typeof clearAccountList> | ReturnType<typeof clearAccountMappingView> | ReturnType<typeof clearActivityHistory> | ReturnType<typeof clearActivityRealTimeApproval> | ReturnType<typeof clearAddressView> | ReturnType<typeof clearAiAccountantView> | ReturnType<typeof clearAllAiAccountantCustomers> | ReturnType<typeof clearAiCfoView> | ReturnType<typeof clearAllClasses> | ReturnType<typeof clearAllProjects> | ReturnType<typeof clearAllMonthEndCloseChecksView> | ReturnType<typeof clearApAging> | ReturnType<typeof clearApAgingDetail> | ReturnType<typeof clearArAging> | ReturnType<typeof clearArAgingDetail> | ReturnType<typeof clearAuthenticationView> | ReturnType<typeof clearAutoTransferRules> | ReturnType<typeof clearBalanceSheet> | ReturnType<typeof clearBankAccountView> | ReturnType<typeof clearBillDetailView> | ReturnType<typeof clearBillList> | ReturnType<typeof clearBillPayBulkActionView> | ReturnType<typeof clearBillPayCard> | ReturnType<typeof clearBillPayConfig> | ReturnType<typeof clearBillPayReview> | ReturnType<typeof clearBillPaySetupApproverView> | ReturnType<typeof clearBillPaySetupView> | ReturnType<typeof clearCardBalance> | ReturnType<typeof clearCardPaymentView> | ReturnType<typeof clearCardPolicyDetail> | ReturnType<typeof clearCardPolicyList> | ReturnType<typeof clearCardUserOnboarding> | ReturnType<typeof clearCashbackDetail> | ReturnType<typeof clearCashBalance> | ReturnType<typeof clearCashFlow> | ReturnType<typeof clearCashInCashOut> | ReturnType<typeof clearCashPosition> | ReturnType<typeof clearChargeCardConfig> | ReturnType<typeof clearChargeCardDetail> | ReturnType<typeof clearChargeCardList> | ReturnType<typeof clearChargeCardRepaymentDetail> | ReturnType<typeof clearChargeCardSetupView> | ReturnType<typeof clearChargeCardStatementList> | ReturnType<typeof clearCheckDeposit> | ReturnType<typeof clearCompanyConfigView> | ReturnType<typeof clearCompanyHealthMetric> | ReturnType<typeof clearCompanyHealthMetricView> | ReturnType<typeof clearCompanyMonthEndReportView> | ReturnType<typeof clearCompanyTaskManagerView> | ReturnType<typeof clearCompanyView> | ReturnType<typeof clearCreateCardPolicy> | ReturnType<typeof clearCreateTransferEntry> | ReturnType<typeof clearAllCreditAgent> | ReturnType<typeof clearCreditAgentView> | ReturnType<typeof clearDashboard> | ReturnType<typeof clearDashboardLayout> | ReturnType<typeof clearDepositAccountDetail> | ReturnType<typeof clearDepositAccountList> | ReturnType<typeof clearDepositAccountTransactionList> | ReturnType<typeof clearEditBillViewDetail> | ReturnType<typeof clearEditRemiViewDetail> | ReturnType<typeof clearAllEntityAutoCompleteResults> | ReturnType<typeof clearExpenseAutomationFluxAnalysisView> | ReturnType<typeof clearExpenseAutomationJESchedulesView> | ReturnType<typeof clearExpenseAutomationMissingReceiptsView> | ReturnType<typeof clearExpenseAutomationReconciliationView> | ReturnType<typeof clearExpenseAutomationTransactionsView> | ReturnType<typeof clearExpenseAutomationView> | ReturnType<typeof clearExpressPayView> | ReturnType<typeof clearFeatureNotificationView> | ReturnType<typeof clearFileViewList> | ReturnType<typeof clearFinanceStatement> | ReturnType<typeof clearForecastList> | ReturnType<typeof clearGlobalMerchantAutoCompleteResults> | ReturnType<typeof clearGlobalMerchantView> | ReturnType<typeof clearInsightsCard> | ReturnType<typeof clearInternationalWire> | ReturnType<typeof clearInternationalVerificationView> | ReturnType<typeof clearIssueChargeCard> | ReturnType<typeof clearMerchantList> | ReturnType<typeof clearNetBurnOrIncome> | ReturnType<typeof clearNetBurnOrIncomeClassesView> | ReturnType<typeof clearNetBurnOrIncomeStoryCard> | ReturnType<typeof clearNotificationView> | ReturnType<typeof clearOnboardingCockpitView> | ReturnType<typeof clearOnboardingCustomerView> | ReturnType<typeof clearOpEx> | ReturnType<typeof clearOpExByVendor> | ReturnType<typeof clearOpExClassesView> | ReturnType<typeof clearOwnerList> | ReturnType<typeof clearPaymentAccountList> | ReturnType<typeof clearPeople> | ReturnType<typeof clearAggregatedReport> | ReturnType<typeof clearPreviousBills> | ReturnType<typeof clearProfitAndLoss> | ReturnType<typeof clearProfitAndLossClassesView> | ReturnType<typeof clearProfitAndLossProjectView> | ReturnType<typeof clearProjectList> | ReturnType<typeof clearRecommendation> | ReturnType<typeof clearReferrals> | ReturnType<typeof clearReimbursementCard> | ReturnType<typeof clearReimbursementConfig> | ReturnType<typeof clearRemiBulkActionView> | ReturnType<typeof clearRemiDetailView> | ReturnType<typeof clearRemiList> | ReturnType<typeof clearRemiSetupApproverView> | ReturnType<typeof clearRemiSetupView> | ReturnType<typeof clearReportUIOption> | ReturnType<typeof clearRevenue> | ReturnType<typeof clearRevenueClassesView> | ReturnType<typeof clearReviewCompany> | ReturnType<typeof clearScheduleDetailView> | ReturnType<typeof clearScheduleAccruedDetailView> | ReturnType<typeof clearScheduleList> | ReturnType<typeof clearSettingsView> | ReturnType<typeof clearSetupView> | ReturnType<typeof clearPlaidAccountView> | ReturnType<typeof clearSubscriptionView> | ReturnType<typeof clearTagView> | ReturnType<typeof clearTaskDetail> | ReturnType<typeof clearTaskGroupTemplatesView> | ReturnType<typeof clearTaskGroupView> | ReturnType<typeof clearTaskList> | ReturnType<typeof clearTasksCard> | ReturnType<typeof clearTopEx> | ReturnType<typeof clearTransactionDetail> | ReturnType<typeof clearTransactionList> | ReturnType<typeof clearTransferDetail> | ReturnType<typeof clearTreasuryOverviewDetail> | ReturnType<typeof clearTreasurySetupView> | ReturnType<typeof clearTreasuryStatementList> | ReturnType<typeof clearTreasuryTaxLetterList> | ReturnType<typeof clearTreasuryTransferMoney> | ReturnType<typeof clearTrendData> | ReturnType<typeof clearTrendWithTransactions> | ReturnType<typeof clearTwoFactorAuthentication> | ReturnType<typeof clearUserFinancialAccount> | ReturnType<typeof clearUserListView> | ReturnType<typeof clearUserRoleConfigView> | ReturnType<typeof clearVendorGlobalReviewView> | ReturnType<typeof clearVendorReviewView> | ReturnType<typeof clearVendorTypeList> | ReturnType<typeof clearVendor1099TypeList> | ReturnType<typeof clearVendorView> | ReturnType<typeof clearVendorsFiling1099List> | ReturnType<typeof clearVendorsList> | ReturnType<typeof clearVendorsTabVendorView> | ReturnType<typeof clearWiseRedirectStatus> | ReturnType<typeof clearZeniAccStatementList> | ReturnType<typeof clearZeniAccountList> | ReturnType<typeof clearZeniAccountSetupView> | ReturnType<typeof clearZeniAccountsConfig> | ReturnType<typeof clearZeniAccountsPromoCard> | ReturnType<typeof clearZeniOAuthView>;
+type clearActionTypeForEntities = ReturnType<typeof clearAiCfo> | ReturnType<typeof clearAllAccountGroups> | ReturnType<typeof clearAllAccountRecon> | ReturnType<typeof clearAllAccountingSummary> | ReturnType<typeof clearAllAccounts> | ReturnType<typeof clearAllAddresses> | ReturnType<typeof clearAllApprovalRules> | ReturnType<typeof clearAllBankAccounts> | ReturnType<typeof clearAllBillTransactions> | ReturnType<typeof clearAllCardPayments> | ReturnType<typeof clearAllChargeCardRepayments> | ReturnType<typeof clearAllChargeCardTransactions> | ReturnType<typeof clearAllChargeCards> | ReturnType<typeof clearAllCompanies> | ReturnType<typeof clearAllConnectedAccounts> | ReturnType<typeof clearAllCurrencies> | ReturnType<typeof clearAllCustomerIncomeTrend> | ReturnType<typeof clearAllCustomers> | ReturnType<typeof clearAllDepositAccounts> | ReturnType<typeof clearAllEntities> | ReturnType<typeof clearAllEntityApprovalStatus> | ReturnType<typeof clearAllFiles> | ReturnType<typeof clearAllForecasts> | ReturnType<typeof clearAllGlobalMerchants> | ReturnType<typeof clearAllInsights> | ReturnType<typeof clearAllAccruedJESchedules> | ReturnType<typeof clearAllJEScheduleTransactions> | ReturnType<typeof clearAllMerchants> | ReturnType<typeof clearAllMonthEndCloseChecks> | ReturnType<typeof clearAllNotifications> | ReturnType<typeof clearAllOnboardingCustomersInfo> | ReturnType<typeof clearAllPaymentAccounts> | ReturnType<typeof clearAllPaymentInstruments> | ReturnType<typeof clearAllRecurringBills> | ReturnType<typeof clearAllReimbursements> | ReturnType<typeof clearAllSectionsAccountsView> | ReturnType<typeof clearAllSectionsClassesViewV2> | ReturnType<typeof clearAllSectionsProjectView> | ReturnType<typeof clearAllSubscriptionAddOns> | ReturnType<typeof clearAllSubscriptionCoupons> | ReturnType<typeof clearAllSubscriptionPlans> | ReturnType<typeof clearAllSubscriptionSummary> | ReturnType<typeof clearAllSubscriptions> | ReturnType<typeof clearAllTags> | ReturnType<typeof clearAllTaskGroups> | ReturnType<typeof clearAllTaskGroupTemplates> | ReturnType<typeof clearAllTaskSummary> | ReturnType<typeof clearAllTasks> | ReturnType<typeof clearAllToastNotifications> | ReturnType<typeof clearAllTransactions> | ReturnType<typeof clearAllUserRoles> | ReturnType<typeof clearAllUsers> | ReturnType<typeof clearAllVendorExpenseTrends> | ReturnType<typeof clearAllVendors> | ReturnType<typeof clearCannedResponses> | ReturnType<typeof clearCardPolicy> | ReturnType<typeof clearClassList> | ReturnType<typeof clearContacts> | ReturnType<typeof clearCountryList> | ReturnType<typeof clearDepositAccountTransaction> | ReturnType<typeof clearSnackbar>;
 export type ActionType = clearActionTypeForViews | clearActionTypeForEntities | ReturnType<typeof clearAll>;
 export declare const clearAllEpic: (actions$: ActionsObservable<ActionType>) => import("rxjs").Observable<ActionType>;
 export {};

package/lib/entity/tenant/clearAllEpic.js

@@ -100,6 +100,9 @@ const internationalWireReducer_1 = require("../../view/spendManagement/billPay/i
 const internationalWireVerificationReducer_1 = require("../../view/spendManagement/billPay/internationalWireVerification/internationalWireVerificationReducer");
 const previousBillsReducer_1 = require("../../view/spendManagement/billPay/previousBills/previousBillsReducer");
 const wiseRedirectReducer_1 = require("../../view/spendManagement/billPay/wiseRedirectView/wiseRedirectReducer");
+const cardPolicyDetailReducer_1 = require("../../view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer");
+const cardPolicyListReducer_1 = require("../../view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer");
+const createCardPolicyReducer_1 = require("../../view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer");
 const cardUserOnboardingReducer_1 = require("../../view/spendManagement/chargeCards/cardUserOnboarding/cardUserOnboardingReducer");
 const cashbackDetailReducer_1 = require("../../view/spendManagement/chargeCards/cashbackDetail/cashbackDetailReducer");
 const chargeCardConfigReducer_1 = require("../../view/spendManagement/chargeCards/chargeCardConfig/chargeCardConfigReducer");
@@ -171,6 +174,7 @@ const billTransactionReducer_1 = require("../billPay/billTransaction/billTransac
 const contactReducer_1 = require("../billPay/contact/contactReducer");
 const recurringBillsReducer_1 = require("../billPay/recurringBills/recurringBillsReducer");
 const cardPaymentReducer_1 = require("../cardPayment/cardPaymentReducer");
+const cardPolicyReducer_1 = require("../cardPolicy/cardPolicyReducer");
 const chargeCardReducer_1 = require("../chargeCard/chargeCardReducer");
 const chargeCardRepaymentReducer_1 = require("../chargeCardRepayment/chargeCardRepaymentReducer");
 const chargeCardTransactionReducer_1 = require("../chargeCardTransaction/chargeCardTransactionReducer");
@@ -247,6 +251,8 @@ const clearAllEpic = (actions$) => actions$.pipe((0, operators_1.filter)(tenantR
         (0, billPaySetupViewReducer_1.clearBillPaySetupView)(),
         (0, cardBalanceReducer_1.clearCardBalance)(),
         (0, cardPaymentViewReducer_1.clearCardPaymentView)(),
+        (0, cardPolicyDetailReducer_1.clearCardPolicyDetail)(),
+        (0, cardPolicyListReducer_1.clearCardPolicyList)(),
         (0, cardUserOnboardingReducer_1.clearCardUserOnboarding)(),
         (0, cashbackDetailReducer_1.clearCashbackDetail)(),
         (0, cashBalanceReducer_1.clearCashBalance)(),
@@ -266,6 +272,7 @@ const clearAllEpic = (actions$) => actions$.pipe((0, operators_1.filter)(tenantR
         (0, companyMonthEndReportViewReducer_1.clearCompanyMonthEndReportView)(),
         (0, companyTaskManagerViewReducer_1.clearCompanyTaskManagerView)(),
         (0, companyViewReducer_1.clearCompanyView)(),
+        (0, createCardPolicyReducer_1.clearCreateCardPolicy)(),
         (0, createTransferEntryReducer_1.clearCreateTransferEntry)(),
         (0, creditAgentReducer_1.clearAllCreditAgent)(),
         (0, creditAgentViewReducer_1.clearCreditAgentView)(),
@@ -427,6 +434,7 @@ const clearAllEpic = (actions$) => actions$.pipe((0, operators_1.filter)(tenantR
         (0, vendorExpenseReducer_1.clearAllVendorExpenseTrends)(),
         (0, vendorReducer_1.clearAllVendors)(),
         (0, cannedResponsesReducer_1.clearCannedResponses)(),
+        (0, cardPolicyReducer_1.clearCardPolicy)(),
         (0, classListReducer_1.clearClassList)(),
         (0, contactReducer_1.clearContacts)(),
         (0, countryListReducer_1.clearCountryList)(),

package/lib/entity/tenant/epic/deleteConnectionEpic.d.ts

@@ -7,7 +7,7 @@ export declare const deleteConnectionEpic: (actions$: ActionsObservable<ActionTy
     payload: {
         tenantId: string;
         connectionId: string;
-        connectionType: "revenue" | "payments";
+        connectionType: "revenue" | "email" | "payments";
     };
     type: "tenant/deleteConnectionSuccess";
 } | {

package/lib/entity/tenant/epic/initEmailConnectOAuthEpic.d.ts

@@ -0,0 +1,21 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { RootState } from '../../../reducer';
+import { ZeniAPI } from '../../../zeniAPI';
+import { initEmailConnectOAuth, initEmailConnectOAuthFailure, initEmailConnectOAuthSuccess } from '../tenantReducer';
+export type ActionType = ReturnType<typeof initEmailConnectOAuth> | ReturnType<typeof initEmailConnectOAuthSuccess> | ReturnType<typeof initEmailConnectOAuthFailure>;
+export type NavigateFn = (url: string) => void;
+export declare const initEmailConnectOAuthEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI, navigate?: NavigateFn) => import("rxjs").Observable<{
+    payload: {
+        tenantId: string;
+        provider: "gmail" | "outlook";
+        authorizationUrl: string;
+    };
+    type: "tenant/initEmailConnectOAuthSuccess";
+} | {
+    payload: {
+        tenantId: string;
+        provider: "gmail" | "outlook";
+        status: import("../../../responsePayload").ZeniAPIStatus<Record<string, unknown>>;
+    };
+    type: "tenant/initEmailConnectOAuthFailure";
+}>;

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

@@ -0,0 +1,54 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.initEmailConnectOAuthEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const responsePayload_1 = require("../../../responsePayload");
+const tenantReducer_1 = require("../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.
+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$.pipe((0, operators_1.filter)(tenantReducer_1.initEmailConnectOAuth.match), (0, operators_1.switchMap)((action) => zeniAPI
+    .postAndGetJSON(`${zeniAPI.apiEndPoints.authMicroServiceBaseUrl}/1.0/connectors/email/${action.payload.provider}/init`, { redirect_after_url: action.payload.redirectAfterUrl }, { 'zeni-tenant-id': action.payload.tenantId })
+    .pipe((0, operators_1.mergeMap)((response) => {
+    if ((0, responsePayload_1.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 (0, rxjs_1.from)([
+            (0, tenantReducer_1.initEmailConnectOAuthSuccess)(action.payload.tenantId, action.payload.provider, response.data.authorization_url),
+        ]);
+    }
+    const status = response.status ??
+        (0, responsePayload_1.createZeniAPIStatus)(`Failed to start ${action.payload.provider} connection. Please try again.`);
+    return (0, rxjs_1.from)([
+        (0, tenantReducer_1.initEmailConnectOAuthFailure)(action.payload.tenantId, action.payload.provider, status),
+    ]);
+}), (0, operators_1.catchError)((error) => {
+    const message = error instanceof Error
+        ? error.message
+        : `Unexpected error starting ${action.payload.provider} connection.`;
+    return (0, rxjs_1.from)([
+        (0, tenantReducer_1.initEmailConnectOAuthFailure)(action.payload.tenantId, action.payload.provider, (0, responsePayload_1.createZeniAPIStatus)(message)),
+    ]);
+}))));
+exports.initEmailConnectOAuthEpic = initEmailConnectOAuthEpic;

package/lib/entity/tenant/epic/saveAPIKeyConnectionEpic.d.ts

@@ -6,7 +6,7 @@ export type ActionType = ReturnType<typeof saveAPIKeyConnection> | ReturnType<ty
 export declare const saveAPIKeyConnectionEpic: (actions$: ActionsObservable<ActionType>, _: StateObservable<RootState>, zeniAPI: ZeniAPI) => import("rxjs").Observable<{
     payload: {
         tenantId: string;
-        connectionType: "revenue" | "payments";
+        connectionType: "revenue" | "email" | "payments";
         connectionPayload: import("../tenantPayload").ConnectionDataPayload;
     };
     type: "tenant/saveAPIKeyConnectionSuccess";

package/lib/entity/tenant/epic/saveConnectorCredentialsEpic.d.ts

@@ -6,15 +6,15 @@ export type ActionType = ReturnType<typeof saveConnectorCredentials> | ReturnTyp
 export declare const saveConnectorCredentialsEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => import("rxjs").Observable<{
     payload: {
         tenantId: string;
-        connectionType: "revenue" | "payments";
-        connectionName: "chargebee" | "hubspot" | "stripe" | "mercury" | "paypal";
+        connectionType: "revenue" | "email" | "payments";
+        connectionName: "chargebee" | "hubspot" | "stripe" | "mercury" | "paypal" | "gmail" | "outlook";
         connectionPayload: import("../tenantPayload").ConnectionDataPayload;
     };
     type: "tenant/saveConnectorCredentialsSuccess";
 } | {
     payload: {
         tenantId: string;
-        connectionName: "chargebee" | "hubspot" | "stripe" | "mercury" | "paypal";
+        connectionName: "chargebee" | "hubspot" | "stripe" | "mercury" | "paypal" | "gmail" | "outlook";
         status: import("../../../responsePayload").ZeniAPIStatus<Record<string, unknown>>;
     };
     type: "tenant/saveConnectorCredentialsFailure";

package/lib/entity/tenant/epic/saveOAuthConnectionEpic.d.ts

@@ -6,7 +6,7 @@ export type ActionType = ReturnType<typeof saveOAuthConnection> | ReturnType<typ
 export declare const saveOAuthConnectionEpic: (actions$: ActionsObservable<ActionType>, _: StateObservable<RootState>, zeniAPI: ZeniAPI) => import("rxjs").Observable<{
     payload: {
         tenantId: string;
-        connectionType: "revenue" | "payments";
+        connectionType: "revenue" | "email" | "payments";
         connectionPayload: import("../tenantPayload").ConnectionDataPayload;
     };
     type: "tenant/saveOAuthConnectionSuccess";

package/lib/entity/tenant/tenantPayload.d.ts

@@ -161,6 +161,7 @@ interface ConnectionsPayload {
     connections: {
         accounting: ConnectionDataPayload[];
         payments: ConnectionDataPayload[];
+        email?: ConnectionDataPayload[];
         revenue?: ConnectionDataPayload[];
     };
 }