@zeniai/client-epic-state 5.1.7 → 5.1.8-beta0ND

package/lib/entity/tenant/tenantReducer.js

@@ -4,8 +4,8 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateSubscriptionSummaryForTenantFailure = exports.updateSubscriptionSummaryForTenantSuccess = exports.fetchSubscriptionSummaryForTenant = exports.clearAll = exports.deleteConnectionFailure = exports.deleteConnectionSuccess = exports.deleteConnection = exports.saveConnectorCredentialsFailure = exports.saveConnectorCredentialsSuccess = exports.saveConnectorCredentials = exports.saveOAuthConnectionFailure = exports.saveOAuthConnectionSuccess = exports.saveOAuthConnection = exports.saveAPIKeyConnectionFailure = exports.saveAPIKeyConnectionSuccess = exports.saveAPIKeyConnection = exports.fetchExternalConnectionsSuccess = exports.fetchExternalConnectionsFailure = exports.saveExternalConnectionFailure = exports.saveExternalConnectionSuccess = exports.saveExternalConnection = exports.fetchExternalConnections = exports.updateLoggedInUser = exports.sessionHeartbeatFailure = exports.sessionHeartbeatSuccess = exports.sendSessionHeartbeat = exports.signOutSuccess = exports.doSignOut = exports.updateSignInState = exports.sendEmailMagicLinkToUserFailure = exports.sendEmailMagicLinkToUserSuccess = exports.sendEmailMagicLinkToUser = exports.magicLinkSignInFailure = exports.magicLinkSignInSuccess = exports.doMagicLinkSignIn = exports.doSignIn = exports.updateExcludedResourcesFailure = exports.updateExcludedResourcesSuccess = exports.fetchExcludedResources = exports.updateCurrentTenant = exports.updateTenantFailure = exports.updateTenantSuccess = exports.fetchActiveTenant = exports.updateTenantsFailure = exports.updateTenantsSuccess = exports.fetchAllTenants = exports.updateTenants = exports.initialState = exports.toExternalSupportedTool = exports.toExternalIntegrationType = void 0;
-exports.toConnection = exports.toRoleResource = exports.resendVerifyDeviceOTPFailure = exports.resendVerifyDeviceOTPSuccess = exports.resendVerifyDeviceOTP = exports.updateTreasuryPromoIntroClosedByOutsideClickForLoggedInUser = exports.updateTreasuryPromoRemindMeLaterClickedForLoggedInUser = exports.updateTreasuryVideoViewedForLoggedInUser = exports.verifyDeviceWithTwoFAFailure = exports.verifyDeviceWithTwoFASuccess = exports.verifyDeviceWithTwoFA = exports.updateTenantMasterTOSInfo = exports.updateTenantCapitalizationThreshold = exports.updateTenantCapitalizationOnboardingDismissed = exports.updateTenantAccountingClassesEnabled = exports.trigger2FA = exports.resetSignInState = exports.updateReferViewedForLoggedInUser = exports.updateTenantReimbursementInfo = exports.removeOnboardingTenant = exports.updateOnboardingTenants = void 0;
+exports.clearAll = exports.deleteConnectionFailure = exports.deleteConnectionSuccess = exports.deleteConnection = exports.initEmailConnectOAuthFailure = exports.initEmailConnectOAuthSuccess = exports.initEmailConnectOAuth = exports.saveConnectorCredentialsFailure = exports.saveConnectorCredentialsSuccess = exports.saveConnectorCredentials = exports.saveOAuthConnectionFailure = exports.saveOAuthConnectionSuccess = exports.saveOAuthConnection = exports.saveAPIKeyConnectionFailure = exports.saveAPIKeyConnectionSuccess = exports.saveAPIKeyConnection = exports.fetchExternalConnectionsSuccess = exports.fetchExternalConnectionsFailure = exports.saveExternalConnectionFailure = exports.saveExternalConnectionSuccess = exports.saveExternalConnection = exports.fetchExternalConnections = exports.updateLoggedInUser = exports.sessionHeartbeatFailure = exports.sessionHeartbeatSuccess = exports.sendSessionHeartbeat = exports.signOutSuccess = exports.doSignOut = exports.updateSignInState = exports.sendEmailMagicLinkToUserFailure = exports.sendEmailMagicLinkToUserSuccess = exports.sendEmailMagicLinkToUser = exports.magicLinkSignInFailure = exports.magicLinkSignInSuccess = exports.doMagicLinkSignIn = exports.doSignIn = exports.updateExcludedResourcesFailure = exports.updateExcludedResourcesSuccess = exports.fetchExcludedResources = exports.updateCurrentTenant = exports.updateTenantFailure = exports.updateTenantSuccess = exports.fetchActiveTenant = exports.updateTenantsFailure = exports.updateTenantsSuccess = exports.fetchAllTenants = exports.updateTenants = exports.initialState = exports.toExternalSupportedTool = exports.toExternalIntegrationType = void 0;
+exports.toConnection = exports.toRoleResource = exports.resendVerifyDeviceOTPFailure = exports.resendVerifyDeviceOTPSuccess = exports.resendVerifyDeviceOTP = exports.updateTreasuryPromoIntroClosedByOutsideClickForLoggedInUser = exports.updateTreasuryPromoRemindMeLaterClickedForLoggedInUser = exports.updateTreasuryVideoViewedForLoggedInUser = exports.verifyDeviceWithTwoFAFailure = exports.verifyDeviceWithTwoFASuccess = exports.verifyDeviceWithTwoFA = exports.updateTenantMasterTOSInfo = exports.updateTenantCapitalizationAccountOverride = exports.updateTenantCapitalizationOnboardingDismissed = exports.updateTenantAccountingClassesEnabled = exports.trigger2FA = exports.resetSignInState = exports.updateReferViewedForLoggedInUser = exports.updateTenantReimbursementInfo = exports.removeOnboardingTenant = exports.updateOnboardingTenants = exports.updateSubscriptionSummaryForTenantFailure = exports.updateSubscriptionSummaryForTenantSuccess = exports.fetchSubscriptionSummaryForTenant = void 0;
 exports.mapCapitalizableAccountsPayload = mapCapitalizableAccountsPayload;
 exports.mapConnectionsPayloadToState = mapConnectionsPayloadToState;
 const toolkit_1 = require("@reduxjs/toolkit");
@@ -19,7 +19,7 @@ const netBurnOrIncomeStoryCardState_1 = require("../../view/netBurnOrIncomeStory
 const zeniDayJS_1 = require("../../zeniDayJS");
 const subscriptionSummaryReducer_1 = require("../subscription/subscriptionSummary/subscriptionSummaryReducer");
 const userRolePayload_1 = require("../userRole/userRolePayload");
-const EXTERNAL_INTEGRATION_TYPES = ['revenue', 'payments'];
+const EXTERNAL_INTEGRATION_TYPES = ['revenue', 'payments', 'email'];
 const toExternalIntegrationType = (v) => (0, stringToUnion_1.stringToUnion)(v, EXTERNAL_INTEGRATION_TYPES);
 exports.toExternalIntegrationType = toExternalIntegrationType;
 const EXTERNAL_SUPPORTED_TOOLS = [
@@ -28,6 +28,8 @@ const EXTERNAL_SUPPORTED_TOOLS = [
     'stripe',
     'mercury',
     'paypal',
+    'gmail',
+    'outlook',
 ];
 const toExternalSupportedTool = (v) => (0, stringToUnion_1.stringToUnion)(v, EXTERNAL_SUPPORTED_TOOLS);
 exports.toExternalSupportedTool = toExternalSupportedTool;
@@ -90,13 +92,21 @@ const tenant = (0, toolkit_1.createSlice)({
                         (newTenant != null && action.payload.tenantUpdated)) {
                         // Note: If tenant data already exists, save it if the new data is the latest one.
                         // we dont want to overwrite the user related data since that has not come in the output
-                        draft.tenantsById[tenantPayload.tenant_id] =
-                            applyTreasuryPromoUserFieldsFromPayload(tenantInStore, {
-                                ...newTenant,
-                                rewardsLastViewedTime: tenantInStore?.rewardsLastViewedTime,
-                            }, action.payload.userTenantPayload ?? {
-                                rewards_feature_last_viewed_time: null,
-                            });
+                        const merged = applyTreasuryPromoUserFieldsFromPayload(tenantInStore, {
+                            ...newTenant,
+                            rewardsLastViewedTime: tenantInStore?.rewardsLastViewedTime,
+                        }, action.payload.userTenantPayload ?? {
+                            rewards_feature_last_viewed_time: null,
+                        });
+                        draft.tenantsById[tenantPayload.tenant_id] = {
+                            ...merged,
+                            capitalizableAccountOverrides: merged.capitalizableAccountOverrides ??
+                                tenantInStore?.capitalizableAccountOverrides ??
+                                null,
+                            capitalizationOnboardingDismissedAccounts: merged.capitalizationOnboardingDismissedAccounts ??
+                                tenantInStore?.capitalizationOnboardingDismissedAccounts ??
+                                null,
+                        };
                     }
                 });
             },
@@ -124,7 +134,16 @@ const tenant = (0, toolkit_1.createSlice)({
             draft.error = undefined;
             const [tenantsbyId, tenantIds, firstUser] = mapTenantsPayloadToState(tenants, user);
             tenantIds.forEach((tenantId) => {
-                tenantsbyId[tenantId] = applyTreasuryPromoUserFieldsFromPayload(draft.tenantsById[tenantId], tenantsbyId[tenantId], user);
+                const existingTenant = draft.tenantsById[tenantId];
+                tenantsbyId[tenantId] = applyTreasuryPromoUserFieldsFromPayload(existingTenant, tenantsbyId[tenantId], user);
+                if (existingTenant != null) {
+                    tenantsbyId[tenantId].capitalizableAccountOverrides =
+                        tenantsbyId[tenantId].capitalizableAccountOverrides ??
+                            existingTenant.capitalizableAccountOverrides;
+                    tenantsbyId[tenantId].capitalizationOnboardingDismissedAccounts =
+                        tenantsbyId[tenantId].capitalizationOnboardingDismissedAccounts ??
+                            existingTenant.capitalizationOnboardingDismissedAccounts;
+                }
             });
             draft.tenantsById = tenantsbyId;
             draft.tenantIds = tenantIds;
@@ -142,6 +161,17 @@ const tenant = (0, toolkit_1.createSlice)({
             draft.activeTenantFetchState.fetchState = 'Completed';
             draft.activeTenantFetchState.error = undefined;
             const [tenantsbyId, tenantIds, firstUser] = mapTenantsPayloadToState(tenants, user);
+            tenantIds.forEach((tenantId) => {
+                const existingTenant = draft.tenantsById[tenantId];
+                if (existingTenant != null) {
+                    tenantsbyId[tenantId].capitalizableAccountOverrides =
+                        tenantsbyId[tenantId].capitalizableAccountOverrides ??
+                            existingTenant.capitalizableAccountOverrides;
+                    tenantsbyId[tenantId].capitalizationOnboardingDismissedAccounts =
+                        tenantsbyId[tenantId].capitalizationOnboardingDismissedAccounts ??
+                            existingTenant.capitalizationOnboardingDismissedAccounts;
+                }
+            });
             draft.tenantsById = { ...draft.tenantsById, ...tenantsbyId };
             draft.tenantIds = [...new Set([...draft.tenantIds, ...tenantIds])];
             draft.loggedInUser = (0, assignWith_1.default)(draft.loggedInUser ?? {}, firstUser, (objValue, srcValue) => srcValue ?? objValue);
@@ -152,25 +182,38 @@ const tenant = (0, toolkit_1.createSlice)({
                 draft.tenantsById[tenantId].isAccountingClassesEnabled = enabled;
             }
         },
-        updateTenantCapitalizationThreshold(draft, action) {
-            const { tenantId, capitalizationThreshold, capitalizationThresholdMaxCeiling, } = action.payload;
+        // Optimistic per-key merge: assumes the backend PATCH merges
+        // capitalizable_account_overrides by key rather than replacing the whole field.
+        updateTenantCapitalizationAccountOverride(draft, action) {
+            const { tenantId, accountId, threshold, allOverrides } = action.payload;
             if (draft.tenantsById[tenantId] != null) {
-                draft.tenantsById[tenantId].capitalizationThreshold =
-                    capitalizationThreshold;
-                draft.tenantsById[tenantId].capitalizationThresholdMaxCeiling =
-                    capitalizationThresholdMaxCeiling;
+                if (allOverrides !== undefined) {
+                    draft.tenantsById[tenantId].capitalizableAccountOverrides =
+                        allOverrides != null && Object.keys(allOverrides).length > 0
+                            ? allOverrides
+                            : null;
+                }
+                else {
+                    const currentOverrides = draft.tenantsById[tenantId].capitalizableAccountOverrides ?? {};
+                    if (threshold === null) {
+                        delete currentOverrides[accountId];
+                    }
+                    else {
+                        currentOverrides[accountId] = threshold;
+                    }
+                    draft.tenantsById[tenantId].capitalizableAccountOverrides =
+                        Object.keys(currentOverrides).length > 0 ? currentOverrides : null;
+                }
             }
         },
         updateTenantCapitalizationOnboardingDismissed(draft, action) {
-            const { tenantId, popupType } = action.payload;
+            const { tenantId, accountId } = action.payload;
             if (draft.tenantsById[tenantId] != null) {
-                if (popupType === 'prepaid') {
-                    draft.tenantsById[tenantId].capitalizationOnboardingShownForPrepaid =
-                        true;
-                }
-                else {
-                    draft.tenantsById[tenantId].capitalizationOnboardingShownForFixedAsset = true;
-                }
+                const existing = draft.tenantsById[tenantId]
+                    .capitalizationOnboardingDismissedAccounts ?? {};
+                existing[accountId] = true;
+                draft.tenantsById[tenantId].capitalizationOnboardingDismissedAccounts =
+                    existing;
             }
         },
         updateTenantMasterTOSInfo(draft, action) {
@@ -373,6 +416,7 @@ const tenant = (0, toolkit_1.createSlice)({
                 draft.externalConnectionsByTenant[action.payload.tenantId] = {
                     fetchState: 'In-Progress',
                     accounting: [],
+                    email: [],
                     payments: [],
                     revenue: [],
                     saveConnectionState: 'Not-Started',
@@ -390,10 +434,11 @@ const tenant = (0, toolkit_1.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',
@@ -415,6 +460,7 @@ const tenant = (0, toolkit_1.createSlice)({
                 draft.externalConnectionsByTenant[tenantId] = {
                     fetchState: 'Error',
                     accounting: [],
+                    email: [],
                     payments: [],
                     revenue: [],
                     saveConnectionState: 'Error',
@@ -628,6 +674,56 @@ const tenant = (0, toolkit_1.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 } };
@@ -827,7 +923,7 @@ const tenant = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = tenant.actions, exports.updateTenants = _a.updateTenants, exports.fetchAllTenants = _a.fetchAllTenants, exports.updateTenantsSuccess = _a.updateTenantsSuccess, exports.updateTenantsFailure = _a.updateTenantsFailure, exports.fetchActiveTenant = _a.fetchActiveTenant, exports.updateTenantSuccess = _a.updateTenantSuccess, exports.updateTenantFailure = _a.updateTenantFailure, exports.updateCurrentTenant = _a.updateCurrentTenant, exports.fetchExcludedResources = _a.fetchExcludedResources, exports.updateExcludedResourcesSuccess = _a.updateExcludedResourcesSuccess, exports.updateExcludedResourcesFailure = _a.updateExcludedResourcesFailure, exports.doSignIn = _a.doSignIn, exports.doMagicLinkSignIn = _a.doMagicLinkSignIn, exports.magicLinkSignInSuccess = _a.magicLinkSignInSuccess, exports.magicLinkSignInFailure = _a.magicLinkSignInFailure, exports.sendEmailMagicLinkToUser = _a.sendEmailMagicLinkToUser, exports.sendEmailMagicLinkToUserSuccess = _a.sendEmailMagicLinkToUserSuccess, exports.sendEmailMagicLinkToUserFailure = _a.sendEmailMagicLinkToUserFailure, exports.updateSignInState = _a.updateSignInState, exports.doSignOut = _a.doSignOut, exports.signOutSuccess = _a.signOutSuccess, exports.sendSessionHeartbeat = _a.sendSessionHeartbeat, exports.sessionHeartbeatSuccess = _a.sessionHeartbeatSuccess, exports.sessionHeartbeatFailure = _a.sessionHeartbeatFailure, exports.updateLoggedInUser = _a.updateLoggedInUser, exports.fetchExternalConnections = _a.fetchExternalConnections, exports.saveExternalConnection = _a.saveExternalConnection, exports.saveExternalConnectionSuccess = _a.saveExternalConnectionSuccess, exports.saveExternalConnectionFailure = _a.saveExternalConnectionFailure, exports.fetchExternalConnectionsFailure = _a.fetchExternalConnectionsFailure, exports.fetchExternalConnectionsSuccess = _a.fetchExternalConnectionsSuccess, exports.saveAPIKeyConnection = _a.saveAPIKeyConnection, exports.saveAPIKeyConnectionSuccess = _a.saveAPIKeyConnectionSuccess, exports.saveAPIKeyConnectionFailure = _a.saveAPIKeyConnectionFailure, exports.saveOAuthConnection = _a.saveOAuthConnection, exports.saveOAuthConnectionSuccess = _a.saveOAuthConnectionSuccess, exports.saveOAuthConnectionFailure = _a.saveOAuthConnectionFailure, exports.saveConnectorCredentials = _a.saveConnectorCredentials, exports.saveConnectorCredentialsSuccess = _a.saveConnectorCredentialsSuccess, exports.saveConnectorCredentialsFailure = _a.saveConnectorCredentialsFailure, exports.deleteConnection = _a.deleteConnection, exports.deleteConnectionSuccess = _a.deleteConnectionSuccess, exports.deleteConnectionFailure = _a.deleteConnectionFailure, exports.clearAll = _a.clearAll, exports.fetchSubscriptionSummaryForTenant = _a.fetchSubscriptionSummaryForTenant, exports.updateSubscriptionSummaryForTenantSuccess = _a.updateSubscriptionSummaryForTenantSuccess, exports.updateSubscriptionSummaryForTenantFailure = _a.updateSubscriptionSummaryForTenantFailure, exports.updateOnboardingTenants = _a.updateOnboardingTenants, exports.removeOnboardingTenant = _a.removeOnboardingTenant, exports.updateTenantReimbursementInfo = _a.updateTenantReimbursementInfo, exports.updateReferViewedForLoggedInUser = _a.updateReferViewedForLoggedInUser, exports.resetSignInState = _a.resetSignInState, exports.trigger2FA = _a.trigger2FA, exports.updateTenantAccountingClassesEnabled = _a.updateTenantAccountingClassesEnabled, exports.updateTenantCapitalizationOnboardingDismissed = _a.updateTenantCapitalizationOnboardingDismissed, exports.updateTenantCapitalizationThreshold = _a.updateTenantCapitalizationThreshold, exports.updateTenantMasterTOSInfo = _a.updateTenantMasterTOSInfo, exports.verifyDeviceWithTwoFA = _a.verifyDeviceWithTwoFA, exports.verifyDeviceWithTwoFASuccess = _a.verifyDeviceWithTwoFASuccess, exports.verifyDeviceWithTwoFAFailure = _a.verifyDeviceWithTwoFAFailure, exports.updateTreasuryVideoViewedForLoggedInUser = _a.updateTreasuryVideoViewedForLoggedInUser, exports.updateTreasuryPromoRemindMeLaterClickedForLoggedInUser = _a.updateTreasuryPromoRemindMeLaterClickedForLoggedInUser, exports.updateTreasuryPromoIntroClosedByOutsideClickForLoggedInUser = _a.updateTreasuryPromoIntroClosedByOutsideClickForLoggedInUser, exports.resendVerifyDeviceOTP = _a.resendVerifyDeviceOTP, exports.resendVerifyDeviceOTPSuccess = _a.resendVerifyDeviceOTPSuccess, exports.resendVerifyDeviceOTPFailure = _a.resendVerifyDeviceOTPFailure;
+_a = tenant.actions, exports.updateTenants = _a.updateTenants, exports.fetchAllTenants = _a.fetchAllTenants, exports.updateTenantsSuccess = _a.updateTenantsSuccess, exports.updateTenantsFailure = _a.updateTenantsFailure, exports.fetchActiveTenant = _a.fetchActiveTenant, exports.updateTenantSuccess = _a.updateTenantSuccess, exports.updateTenantFailure = _a.updateTenantFailure, exports.updateCurrentTenant = _a.updateCurrentTenant, exports.fetchExcludedResources = _a.fetchExcludedResources, exports.updateExcludedResourcesSuccess = _a.updateExcludedResourcesSuccess, exports.updateExcludedResourcesFailure = _a.updateExcludedResourcesFailure, exports.doSignIn = _a.doSignIn, exports.doMagicLinkSignIn = _a.doMagicLinkSignIn, exports.magicLinkSignInSuccess = _a.magicLinkSignInSuccess, exports.magicLinkSignInFailure = _a.magicLinkSignInFailure, exports.sendEmailMagicLinkToUser = _a.sendEmailMagicLinkToUser, exports.sendEmailMagicLinkToUserSuccess = _a.sendEmailMagicLinkToUserSuccess, exports.sendEmailMagicLinkToUserFailure = _a.sendEmailMagicLinkToUserFailure, exports.updateSignInState = _a.updateSignInState, exports.doSignOut = _a.doSignOut, exports.signOutSuccess = _a.signOutSuccess, exports.sendSessionHeartbeat = _a.sendSessionHeartbeat, exports.sessionHeartbeatSuccess = _a.sessionHeartbeatSuccess, exports.sessionHeartbeatFailure = _a.sessionHeartbeatFailure, exports.updateLoggedInUser = _a.updateLoggedInUser, exports.fetchExternalConnections = _a.fetchExternalConnections, exports.saveExternalConnection = _a.saveExternalConnection, exports.saveExternalConnectionSuccess = _a.saveExternalConnectionSuccess, exports.saveExternalConnectionFailure = _a.saveExternalConnectionFailure, exports.fetchExternalConnectionsFailure = _a.fetchExternalConnectionsFailure, exports.fetchExternalConnectionsSuccess = _a.fetchExternalConnectionsSuccess, exports.saveAPIKeyConnection = _a.saveAPIKeyConnection, exports.saveAPIKeyConnectionSuccess = _a.saveAPIKeyConnectionSuccess, exports.saveAPIKeyConnectionFailure = _a.saveAPIKeyConnectionFailure, exports.saveOAuthConnection = _a.saveOAuthConnection, exports.saveOAuthConnectionSuccess = _a.saveOAuthConnectionSuccess, exports.saveOAuthConnectionFailure = _a.saveOAuthConnectionFailure, exports.saveConnectorCredentials = _a.saveConnectorCredentials, exports.saveConnectorCredentialsSuccess = _a.saveConnectorCredentialsSuccess, exports.saveConnectorCredentialsFailure = _a.saveConnectorCredentialsFailure, exports.initEmailConnectOAuth = _a.initEmailConnectOAuth, exports.initEmailConnectOAuthSuccess = _a.initEmailConnectOAuthSuccess, exports.initEmailConnectOAuthFailure = _a.initEmailConnectOAuthFailure, exports.deleteConnection = _a.deleteConnection, exports.deleteConnectionSuccess = _a.deleteConnectionSuccess, exports.deleteConnectionFailure = _a.deleteConnectionFailure, exports.clearAll = _a.clearAll, exports.fetchSubscriptionSummaryForTenant = _a.fetchSubscriptionSummaryForTenant, exports.updateSubscriptionSummaryForTenantSuccess = _a.updateSubscriptionSummaryForTenantSuccess, exports.updateSubscriptionSummaryForTenantFailure = _a.updateSubscriptionSummaryForTenantFailure, exports.updateOnboardingTenants = _a.updateOnboardingTenants, exports.removeOnboardingTenant = _a.removeOnboardingTenant, exports.updateTenantReimbursementInfo = _a.updateTenantReimbursementInfo, exports.updateReferViewedForLoggedInUser = _a.updateReferViewedForLoggedInUser, exports.resetSignInState = _a.resetSignInState, exports.trigger2FA = _a.trigger2FA, exports.updateTenantAccountingClassesEnabled = _a.updateTenantAccountingClassesEnabled, exports.updateTenantCapitalizationOnboardingDismissed = _a.updateTenantCapitalizationOnboardingDismissed, exports.updateTenantCapitalizationAccountOverride = _a.updateTenantCapitalizationAccountOverride, exports.updateTenantMasterTOSInfo = _a.updateTenantMasterTOSInfo, exports.verifyDeviceWithTwoFA = _a.verifyDeviceWithTwoFA, exports.verifyDeviceWithTwoFASuccess = _a.verifyDeviceWithTwoFASuccess, exports.verifyDeviceWithTwoFAFailure = _a.verifyDeviceWithTwoFAFailure, exports.updateTreasuryVideoViewedForLoggedInUser = _a.updateTreasuryVideoViewedForLoggedInUser, exports.updateTreasuryPromoRemindMeLaterClickedForLoggedInUser = _a.updateTreasuryPromoRemindMeLaterClickedForLoggedInUser, exports.updateTreasuryPromoIntroClosedByOutsideClickForLoggedInUser = _a.updateTreasuryPromoIntroClosedByOutsideClickForLoggedInUser, exports.resendVerifyDeviceOTP = _a.resendVerifyDeviceOTP, exports.resendVerifyDeviceOTPSuccess = _a.resendVerifyDeviceOTPSuccess, exports.resendVerifyDeviceOTPFailure = _a.resendVerifyDeviceOTPFailure;
 exports.default = tenant.reducer;
 /**
  * Applies treasury promo user fields from the tenants API user block when present.
@@ -937,11 +1033,11 @@ function mapTenantPayloadToTenant(payload, userTenantPayload) {
         zeniBookCloseMonthAndYear: payload.zeni_book_close_month_and_year != null
             ? (0, timePeriod_1.toMonthYearPeriod)(payload.zeni_book_close_month_and_year)
             : undefined,
-        capitalizationThreshold: payload.capitalization_threshold ?? null,
-        capitalizationThresholdMaxCeiling: payload.capitalization_threshold_max_ceiling ?? null,
+        capitalizableAccountOverrides: payload.capitalizable_account_overrides ?? null,
         capitalizableAccounts: payload.capitalizable_accounts != null
             ? mapCapitalizableAccountsPayload(payload.capitalizable_accounts)
             : null,
+        capitalizationOnboardingDismissedAccounts: payload.capitalization_onboarding_dismissed_accounts ?? null,
         capitalizationOnboardingShownForPrepaid: payload.capitalization_onboarding_shown_for_prepaid ?? false,
         capitalizationOnboardingShownForFixedAsset: payload.capitalization_onboarding_shown_for_fixed_asset ?? false,
     };
@@ -1007,6 +1103,11 @@ function mapConnectionsPayloadToState(connectionsPayload) {
     const { connections } = connectionsPayload;
     return {
         accounting: connections.accounting.map((payload) => (0, exports.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) => (0, exports.toConnection)(payload)),
         payments: connections.payments.map((payload) => (0, exports.toConnection)(payload)),
         revenue: (connections.revenue ?? []).map((payload) => (0, exports.toConnection)(payload)),
     };

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

@@ -85,6 +85,7 @@ export declare const getCurrentTenantExternalConnections: (tenantState: TenantSt
 export declare const toTenantCoreDetailsView: (tenantsBaseView: TenantBaseView[]) => TenantCoreDetailsView[];
 export declare const isTenantBankingOnly: (isDebitCardFlagEnabled: boolean, tenant: Tenant | undefined) => boolean;
 export declare const isTenantCardsOnly: (tenant: Tenant | undefined) => boolean;
+export declare const isTenantAccountingServicesEnabled: (tenant: Tenant | undefined) => boolean;
 export declare const getIsAccountingClassesEnabled: (state: RootState) => boolean;
 export declare const getIsAccountingProjectsEnabled: (state: RootState) => boolean;
 export declare const isTenantBookkeepingEnabled: (tenant: Tenant | undefined) => boolean;

package/lib/entity/tenant/tenantSelector.js

@@ -3,7 +3,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
     return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.isTenantTreasuryEnabled = exports.isOtherProductsEnabledForTenant = exports.isTenantBookkeepingEnabled = exports.getIsAccountingProjectsEnabled = exports.getIsAccountingClassesEnabled = exports.isTenantCardsOnly = exports.isTenantBankingOnly = exports.toTenantCoreDetailsView = exports.getCurrentTenantExternalConnections = exports.isTenantUsingZeniCOA = exports.isZeniDomainTenant = exports.getTenantBaseViewForTenantView = exports.getTenantsCoreDetailsByCheckInDateSelector = exports.getTenantsBaseByCheckInDateSelector = exports.getTenantBaseById = exports.getTenantsByCheckInDateSelector = exports.getCurrentTenant = exports.getTenantBaseViewForTenantId = void 0;
+exports.isTenantTreasuryEnabled = exports.isOtherProductsEnabledForTenant = exports.isTenantBookkeepingEnabled = exports.getIsAccountingProjectsEnabled = exports.getIsAccountingClassesEnabled = exports.isTenantAccountingServicesEnabled = exports.isTenantCardsOnly = exports.isTenantBankingOnly = exports.toTenantCoreDetailsView = exports.getCurrentTenantExternalConnections = exports.isTenantUsingZeniCOA = exports.isZeniDomainTenant = exports.getTenantBaseViewForTenantView = exports.getTenantsCoreDetailsByCheckInDateSelector = exports.getTenantsBaseByCheckInDateSelector = exports.getTenantBaseById = exports.getTenantsByCheckInDateSelector = exports.getCurrentTenant = exports.getTenantBaseViewForTenantId = void 0;
 exports.getTenant = getTenant;
 exports.getOnboardingTenantByTenantId = getOnboardingTenantByTenantId;
 const toolkit_1 = require("@reduxjs/toolkit");
@@ -280,6 +280,15 @@ const isTenantCardsOnly = (tenant) => {
         : false;
 };
 exports.isTenantCardsOnly = isTenantCardsOnly;
+const isTenantAccountingServicesEnabled = (tenant) => {
+    return tenant != null && tenant.productSettings != null
+        ? tenant.productSettings.isCfoEnabled === true ||
+            tenant.productSettings.isTaxEnabled === true ||
+            tenant.productSettings.isPayrollEnabled === true ||
+            tenant.productSettings.isBookkeepingEnabled === true
+        : false;
+};
+exports.isTenantAccountingServicesEnabled = isTenantAccountingServicesEnabled;
 const getIsAccountingClassesEnabled = (state) => {
     const { currentTenantId, tenantsById } = state.tenantState;
     if (currentTenantId == null) {

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

@@ -13,6 +13,7 @@ import { AuthProvider, ExternalSupportedTool } from './tenantReducer';
 export interface TenantExternalConnections {
     accounting: Connection[];
     deleteConnectionState: FetchState;
+    email: Connection[];
     fetchState: FetchState;
     payments: Connection[];
     revenue: Connection[];
@@ -70,11 +71,11 @@ export interface TenantProductSettings {
 }
 export interface Tenant {
     accountingClassIDs: ID[];
+    capitalizableAccountOverrides: Record<ID, number> | null;
     capitalizableAccounts: CapitalizableAccounts | null;
+    capitalizationOnboardingDismissedAccounts: Record<ID, true> | null;
     capitalizationOnboardingShownForFixedAsset: boolean;
     capitalizationOnboardingShownForPrepaid: boolean;
-    capitalizationThreshold: number | null;
-    capitalizationThresholdMaxCeiling: number | null;
     chargebeeId: ID;
     companyId: ID;
     companyName: string;

package/lib/entity/transaction/payloadTypes/transactionPayload.d.ts

@@ -51,6 +51,8 @@ export interface TransactionPayload extends TransactionIDPayload, AccountBasePay
     to_from_account_integration_id?: string | null;
     to_from_account_name?: string | null;
     total_amount?: number;
+    /** Transactions list API: count of categorizable lines across all statuses (not just the active tab) */
+    total_lines_count?: number;
     transaction_type_name?: string;
     transaction_update_time?: string;
     vendor_id?: string | null;

package/lib/entity/transaction/payloadTypes/transactionPayload.js

@@ -73,7 +73,8 @@ const toTransaction = (payload) => {
             payload.target_account_integration_id !== ''
             ? { targetAccountIntegrationId: payload.target_account_integration_id }
             : {}),
-        ...(payload.target_account_name != null && payload.target_account_name !== ''
+        ...(payload.target_account_name != null &&
+            payload.target_account_name !== ''
             ? { targetAccountName: payload.target_account_name }
             : {}),
         ...(payload.to_from_account_id != null && payload.to_from_account_id !== ''
@@ -83,7 +84,8 @@ const toTransaction = (payload) => {
             payload.to_from_account_integration_id !== ''
             ? { toFromAccountIntegrationId: payload.to_from_account_integration_id }
             : {}),
-        ...(payload.to_from_account_name != null && payload.to_from_account_name !== ''
+        ...(payload.to_from_account_name != null &&
+            payload.to_from_account_name !== ''
             ? { toFromAccountName: payload.to_from_account_name }
             : {}),
         ...(payload.category_id != null && payload.category_id !== ''
@@ -122,6 +124,9 @@ const toTransaction = (payload) => {
             : {}),
         linkedTransactions: payload.linked_transactions?.map((transactionIDPayload) => (0, transactionIDPayload_1.toTransactionID)(transactionIDPayload)),
         lines,
+        ...(payload.total_lines_count != null
+            ? { totalLinesCount: payload.total_lines_count }
+            : {}),
         account: payloadHasAccountInfo(payload)
             ? (0, accountPayload_1.mapAccountBasePayloadToAccountBase)(payload)
             : undefined,
@@ -155,6 +160,16 @@ const toTransactionPayload = (transaction) => {
         lines: transaction?.lines?.map((line) => (0, transactionLinePayload_1.toLinePayload)(line)) ?? [],
         recommendations: toRecommendationsPayload(transaction.lines ?? [], transaction.recommendations ?? {}),
     };
+    // Only carry `document_id` (the journal-entry title / document number) when
+    // the transaction actually has one, so transaction types that never expose
+    // the title don't start sending the key, and we never emit an empty string
+    // that the server could interpret as clearing the number.
+    if (transaction.documentId != null) {
+        transactionPayload = {
+            ...transactionPayload,
+            document_id: transaction.documentId,
+        };
+    }
     //note:  for transaction type deposit and refund account is must for put call
     if (transaction.account != null &&
         (transaction.type === 'deposit' || transaction.type === 'refund')) {

package/lib/entity/transaction/stateTypes/transaction.d.ts

@@ -56,6 +56,8 @@ export interface Transaction extends BaseTransaction {
     toFromAccountId?: ID;
     toFromAccountIntegrationId?: string;
     toFromAccountName?: string;
+    /** Count of categorizable lines across all statuses (transactions list API); used to gate single-line-only flows */
+    totalLinesCount?: number;
     updateTime?: ZeniDate;
     vendorId?: ID;
     vendorName?: string;