@zeniai/client-epic-state 5.0.72 → 5.0.74

package/lib/entity/monthEndCloseChecks/monthEndCloseChecksPayload.js

@@ -21,6 +21,7 @@ const toMonthEndCloseCheck = (monthCloseCheck) => {
         title: monthCloseCheck.month_close_check_title,
         frequency: (0, monthEndCloseChecksState_1.toMonthEndCloseCheckFrequency)(monthCloseCheck.action_frequency),
         progress: monthCloseCheck.progress_percentage,
+        progressAI: monthCloseCheck.progress_percentage_ai ?? 0,
         sequence: monthCloseCheck.sequence,
         isDisabled: (0, expenseAutomationViewState_1.toExpenseAutomationViewType)(monthCloseCheck.month_close_check_type) ===
             'month_end_insights',
@@ -61,6 +62,7 @@ const toMonthEndCloseChecksInfo = (payload, period) => ({
     monthEndCloseCheckList: payload.month_close_checks.map((monthCloseCheck) => toMonthEndCloseCheck(monthCloseCheck)),
     auditSummary: {
         auditScorePercentage: payload.audit_summary.audit_score_percentage,
+        auditScorePercentageAI: payload.audit_summary.audit_score_percentage_ai ?? 0,
         auditReportLastGeneratedDate: payload.audit_summary.audit_report_last_generated_date != null
             ? (0, zeniDayJS_1.date)(payload.audit_summary.audit_report_last_generated_date)
             : null,

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

@@ -18,6 +18,7 @@ export interface MonthEndCloseCheck {
     isDisabled: boolean;
     metrics: MonthCloseCheckMetrics[];
     progress: number;
+    progressAI: number;
     sequence: number;
     title: string;
 }
@@ -32,6 +33,7 @@ export interface MonthEndInsights {
 export interface MonthEndAuditSummary {
     auditReportLastGeneratedDate: ZeniDate | null;
     auditScorePercentage: number;
+    auditScorePercentageAI: number;
 }
 export interface MonthEndCloseChecksInfo {
     auditSummary: MonthEndAuditSummary;

package/lib/entity/sectionProjectView/sectionProjectViewReducer.d.ts

@@ -1,6 +1,6 @@
 import { CurrencyPayload } from '../../commonPayloadTypes/v2/viewAndReportPayloadv2';
-import { AccountMetadataPayload } from '../account/accountPayload';
 import { SectionByProjectCOABalanceGroupedPayloadV2 } from '../../view/profitAndLossProjectView/profitAndLossProjectViewPayload';
+import { AccountMetadataPayload } from '../account/accountPayload';
 import { SectionProjectViewState } from './sectionProjectViewState';
 export declare const initialState: SectionProjectViewState;
 export declare const updateSectionProjectView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[timeframe: "month" | "year" | "quarter", sectionId: string, reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation", sectionPayload: SectionByProjectCOABalanceGroupedPayloadV2, accountsMetadataPayload: AccountMetadataPayload[], currencyPayload: CurrencyPayload], {

package/lib/entity/sectionProjectView/sectionProjectViewSelector.js

@@ -5,8 +5,8 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.getSectionProjectViewReport = void 0;
 const get_1 = __importDefault(require("lodash/get"));
-const coaBalance_1 = require("../../commonStateTypes/coaBalance/coaBalance");
 const getSumOfBalancesGroupedByPeriod_1 = require("../../commonStateTypes/coaBalance/classBalances/getSumOfBalancesGroupedByPeriod");
+const coaBalance_1 = require("../../commonStateTypes/coaBalance/coaBalance");
 const subAccountSelector_1 = require("../account/subAccountSelector");
 const projectSelector_1 = require("../project/projectSelector");
 const sectionProjectView_1 = require("./sectionProjectView");

package/lib/entity/tenant/SessionManager.js

@@ -1,4 +1,6 @@
 "use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.SessionManager = void 0;
 /**
  * SessionManager — Central session lifecycle manager.
  *
@@ -10,8 +12,6 @@
  * 5. Sync activity across same-origin tabs via BroadcastChannel so one
  *    active tab keeps other tabs' sessions alive (no cascading logout).
  */
-Object.defineProperty(exports, "__esModule", { value: true });
-exports.SessionManager = void 0;
 const sessionTypes_1 = require("./sessionTypes");
 /** Events that indicate user activity. */
 const ACTIVITY_EVENTS = [
@@ -263,7 +263,10 @@ class SessionManager {
         this.callbacks?.onHeartbeat();
         // Let other tabs know we just fired a heartbeat — they can skip theirs
         // this cycle to avoid N tabs all firing heartbeats.
-        this.broadcast({ type: 'heartbeat-fired', timestamp: this.lastHeartbeatTime });
+        this.broadcast({
+            type: 'heartbeat-fired',
+            timestamp: this.lastHeartbeatTime,
+        });
     }
     // ─── BroadcastChannel (cross-tab activity sync) ───────────
     setupBroadcastChannel() {

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

@@ -2,13 +2,13 @@ import { ActionsObservable } from 'redux-observable';
 import { clearAllAiAccountantCustomers } from '../../entity/aiAccountantCustomer/aiAccountantCustomerReducer';
 import { clearAiCfo } from '../../entity/aiCfo/aiCfoReducer';
 import { clearAllApprovalRules } from '../../entity/approvalRule/approvalRuleReducer';
+import { clearAllCreditAgent } from '../../entity/creditAgent/creditAgentReducer';
 import { clearAllEntityApprovalStatus } from '../../entity/entityApprovalStatus/entityApprovalStatusReducer';
 import { clearAllMonthEndCloseChecks } from '../../entity/monthEndCloseChecks/monthEndCloseChecksReducer';
 import { clearAllNotifications } from '../../entity/notification/notificationReducer';
 import { clearAllSectionsClassesViewV2 } from '../../entity/sectionClassesViewV2/sectionClassesViewReducer';
 import { clearAllSectionsProjectView } from '../../entity/sectionProjectView/sectionProjectViewReducer';
 import { clearAllTaskGroups } from '../../entity/taskGroup/taskGroupReducer';
-import { clearCannedResponses } from '../../view/taskManager/cannedResponsesView/cannedResponsesReducer';
 import { clearAllToastNotifications } from '../../entity/toastNotification/toastNotificationReducer';
 import { clearAccountList } from '../../view/accountList/accountListReducer';
 import { clearAccountMappingView } from '../../view/accountMappingView/accountMappingReducer';
@@ -39,7 +39,6 @@ import { clearCompanyHealthMetricView } from '../../view/companyHealthMetricView
 import { clearCompanyMonthEndReportView } from '../../view/companyMonthEndReportView/companyMonthEndReportViewReducer';
 import { clearCompanyTaskManagerView } from '../../view/companyTaskManagerView/companyTaskManagerViewReducer';
 import { clearCompanyView } from '../../view/companyView/companyViewReducer';
-import { clearAllCreditAgent } from '../../entity/creditAgent/creditAgentReducer';
 import { clearCreditAgentView } from '../../view/creditAgentView/creditAgentViewReducer';
 import { clearDashboard } from '../../view/dashboard/dashboardReducer';
 import { clearDashboardLayout } from '../../view/dashboardLayout/dashboardLayoutReducer';
@@ -134,6 +133,7 @@ import { clearZeniAccountSetupView } from '../../view/spendManagement/zeniAccoun
 import { clearZeniAccountsConfig } from '../../view/spendManagement/zeniAccounts/zeniAccountsConfig/zeniAccountsConfigReducer';
 import { clearSubscriptionView } from '../../view/subscriptionView/subscriptionViewReducer';
 import { clearTagView } from '../../view/tagView/tagViewReducer';
+import { clearCannedResponses } from '../../view/taskManager/cannedResponsesView/cannedResponsesReducer';
 import { clearTaskDetail } from '../../view/taskManager/taskDetailView/taskDetailReducer';
 import { clearTaskGroupTemplatesView } from '../../view/taskManager/taskGroupTemplateView/taskGroupTemplateViewReducer';
 import { clearTaskGroupView } from '../../view/taskManager/taskGroupView/taskGroupViewReducer';

package/lib/entity/tenant/clearAllEpic.js

@@ -6,13 +6,13 @@ const operators_1 = require("rxjs/operators");
 const aiAccountantCustomerReducer_1 = require("../../entity/aiAccountantCustomer/aiAccountantCustomerReducer");
 const aiCfoReducer_1 = require("../../entity/aiCfo/aiCfoReducer");
 const approvalRuleReducer_1 = require("../../entity/approvalRule/approvalRuleReducer");
+const creditAgentReducer_1 = require("../../entity/creditAgent/creditAgentReducer");
 const entityApprovalStatusReducer_1 = require("../../entity/entityApprovalStatus/entityApprovalStatusReducer");
 const monthEndCloseChecksReducer_1 = require("../../entity/monthEndCloseChecks/monthEndCloseChecksReducer");
 const notificationReducer_1 = require("../../entity/notification/notificationReducer");
 const sectionClassesViewReducer_1 = require("../../entity/sectionClassesViewV2/sectionClassesViewReducer");
 const sectionProjectViewReducer_1 = require("../../entity/sectionProjectView/sectionProjectViewReducer");
 const taskGroupReducer_1 = require("../../entity/taskGroup/taskGroupReducer");
-const cannedResponsesReducer_1 = require("../../view/taskManager/cannedResponsesView/cannedResponsesReducer");
 const toastNotificationReducer_1 = require("../../entity/toastNotification/toastNotificationReducer");
 const accountListReducer_1 = require("../../view/accountList/accountListReducer");
 const accountMappingReducer_1 = require("../../view/accountMappingView/accountMappingReducer");
@@ -43,7 +43,6 @@ const companyHealthMetricViewReducer_1 = require("../../view/companyHealthMetric
 const companyMonthEndReportViewReducer_1 = require("../../view/companyMonthEndReportView/companyMonthEndReportViewReducer");
 const companyTaskManagerViewReducer_1 = require("../../view/companyTaskManagerView/companyTaskManagerViewReducer");
 const companyViewReducer_1 = require("../../view/companyView/companyViewReducer");
-const creditAgentReducer_1 = require("../../entity/creditAgent/creditAgentReducer");
 const creditAgentViewReducer_1 = require("../../view/creditAgentView/creditAgentViewReducer");
 const dashboardReducer_1 = require("../../view/dashboard/dashboardReducer");
 const dashboardLayoutReducer_1 = require("../../view/dashboardLayout/dashboardLayoutReducer");
@@ -138,6 +137,7 @@ const zeniAccountSetupViewReducer_1 = require("../../view/spendManagement/zeniAc
 const zeniAccountsConfigReducer_1 = require("../../view/spendManagement/zeniAccounts/zeniAccountsConfig/zeniAccountsConfigReducer");
 const subscriptionViewReducer_1 = require("../../view/subscriptionView/subscriptionViewReducer");
 const tagViewReducer_1 = require("../../view/tagView/tagViewReducer");
+const cannedResponsesReducer_1 = require("../../view/taskManager/cannedResponsesView/cannedResponsesReducer");
 const taskDetailReducer_1 = require("../../view/taskManager/taskDetailView/taskDetailReducer");
 const taskGroupTemplateViewReducer_1 = require("../../view/taskManager/taskGroupTemplateView/taskGroupTemplateViewReducer");
 const taskGroupViewReducer_1 = require("../../view/taskManager/taskGroupView/taskGroupViewReducer");

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

@@ -21,9 +21,13 @@ const saveAPIKeyConnectionEpic = (actions$, _, zeniAPI) => actions$.pipe((0, ope
     }
     const status = response.status ??
         (0, responsePayload_1.createZeniAPIStatus)('Failed to save connection. Please try again.');
-    return (0, rxjs_1.from)([(0, tenantReducer_1.saveAPIKeyConnectionFailure)(action.payload.tenantId, status)]);
+    return (0, rxjs_1.from)([
+        (0, tenantReducer_1.saveAPIKeyConnectionFailure)(action.payload.tenantId, status),
+    ]);
 }), (0, operators_1.catchError)((error) => {
-    const message = error instanceof Error ? error.message : 'Unexpected error saving connection.';
+    const message = error instanceof Error
+        ? error.message
+        : 'Unexpected error saving connection.';
     return (0, rxjs_1.from)([
         (0, tenantReducer_1.saveAPIKeyConnectionFailure)(action.payload.tenantId, (0, responsePayload_1.createZeniAPIStatus)(message)),
     ]);

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

@@ -23,9 +23,13 @@ const saveOAuthConnectionEpic = (actions$, _, zeniAPI) => actions$.pipe((0, oper
     }
     const status = response.status ??
         (0, responsePayload_1.createZeniAPIStatus)('Failed to save connection. Please try again.');
-    return (0, rxjs_1.from)([(0, tenantReducer_1.saveOAuthConnectionFailure)(action.payload.tenantId, status)]);
+    return (0, rxjs_1.from)([
+        (0, tenantReducer_1.saveOAuthConnectionFailure)(action.payload.tenantId, status),
+    ]);
 }), (0, operators_1.catchError)((error) => {
-    const message = error instanceof Error ? error.message : 'Unexpected error saving connection.';
+    const message = error instanceof Error
+        ? error.message
+        : 'Unexpected error saving connection.';
     return (0, rxjs_1.from)([
         (0, tenantReducer_1.saveOAuthConnectionFailure)(action.payload.tenantId, (0, responsePayload_1.createZeniAPIStatus)(message)),
     ]);

package/lib/entity/tenant/tenantReducer.js

@@ -574,7 +574,12 @@ const tenant = (0, toolkit_1.createSlice)({
         saveConnectorCredentialsSuccess: {
             prepare(tenantId, connectionType, connectionName, connectionPayload) {
                 return {
-                    payload: { tenantId, connectionType, connectionName, connectionPayload },
+                    payload: {
+                        tenantId,
+                        connectionType,
+                        connectionName,
+                        connectionPayload,
+                    },
                 };
             },
             reducer(draft, action) {

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

@@ -27,7 +27,9 @@ const toTransactionLineBase = (payload, lineType, currency) => ({
 });
 const toLinkedTransactionLine = (payload, currency) => ({
     ...toTransactionLineBase(payload, 'linked_transaction_line', currency),
-    linkedTransactions: payload.linked_transactions != null ? payload.linked_transactions.map((transactionIDPayload) => (0, transactionIDPayload_1.toTransactionID)(transactionIDPayload)) : [],
+    linkedTransactions: payload.linked_transactions != null
+        ? payload.linked_transactions.map((transactionIDPayload) => (0, transactionIDPayload_1.toTransactionID)(transactionIDPayload))
+        : [],
 });
 /**
  * Transaction with account and class line payload with COT tracking

package/lib/epic.d.ts

@@ -182,6 +182,8 @@ import { ActionType as FetchExpenseAutomationSaveTransactionCategorizationAction
 import { ActionType as TriggerReviewTabRefetchActionType } from './view/expenseAutomationView/epics/transactionCategorization/triggerReviewTabRefetchEpic';
 import { ActionType as FetchExpenseAutomationUpdateTransactionCategorizationEpicActionType } from './view/expenseAutomationView/epics/transactionCategorization/updateTransactionCategorizationEpic';
 import { ActionType as UploadTransactionReceiptSuccessEpicActionType } from './view/expenseAutomationView/epics/transactionCategorization/uploadTransactionReceiptSuccessEpic';
+import { ActionType as FetchRegisteredInterestsActionType } from './view/featureNotificationView/epics/fetchRegisteredInterestsEpic';
+import { ActionType as NotifyMeForFeatureActionType } from './view/featureNotificationView/epics/notifyMeForFeatureEpic';
 import { ActionType as DeleteFileActionType } from './view/fileView/epic/deleteFileEpic';
 import { ActionType as DeleteFileListActionType } from './view/fileView/epic/deleteFileListEpic';
 import { ActionType as FetchFileActionType } from './view/fileView/epic/fetchFileEpic';
@@ -207,8 +209,6 @@ import { ActionType as FetchNotificationUnreadCountActionType } from './view/not
 import { ActionType as FetchNotificationViewActionType } from './view/notificationView/epics/fetchNotificationViewEpic';
 import { ActionType as UpdateNotificationViewAllNotificationsStatusActionType } from './view/notificationView/epics/updateNotificationViewAllNotificationsStatusEpic';
 import { ActionType as UpdateNotificationViewNotificationStatusActionType } from './view/notificationView/epics/updateNotificationViewNotificationStatusEpic';
-import { ActionType as FetchRegisteredInterestsActionType } from './view/featureNotificationView/epics/fetchRegisteredInterestsEpic';
-import { ActionType as NotifyMeForFeatureActionType } from './view/featureNotificationView/epics/notifyMeForFeatureEpic';
 import { ActionType as FetchCompanyOnboardingViewActionType } from './view/onboardingView/cockpitView/epic/fetchCompanyOnboardingViewEpic';
 import { ActionType as FetchOnboardingCompletedCompaniesActionType } from './view/onboardingView/cockpitView/epic/fetchOnboardingCompletedCompaniesEpic';
 import { ActionType as FetchQBOConnectionPoolActionType } from './view/onboardingView/cockpitView/epic/fetchQBOConnectionPoolEpic';
@@ -495,15 +495,18 @@ import { ActionType as SaveSubscriptionUpdatesActionType } from './view/subscrip
 import { ActionType as CreateTagActionType } from './view/tagView/epics/createTagEpic';
 import { ActionType as DeleteTagActionType } from './view/tagView/epics/deleteTagEpic';
 import { ActionType as FetchAllTagsActionType } from './view/tagView/epics/fetchAllTagsEpic';
+import { ActionType as DeleteCannedResponseActionType } from './view/taskManager/cannedResponsesView/epics/deleteCannedResponseEpic';
+import { ActionType as FetchCannedResponsesActionType } from './view/taskManager/cannedResponsesView/epics/fetchCannedResponsesEpic';
+import { ActionType as SaveCannedResponseActionType } from './view/taskManager/cannedResponsesView/epics/saveCannedResponseEpic';
 import { ActionType as ArchiveTaskActionType } from './view/taskManager/taskDetailView/epics/archiveTaskEpic';
 import { ActionType as DeleteTaskActionType } from './view/taskManager/taskDetailView/epics/deleteTaskEpic';
-import { ActionType as SnoozeTaskActionType } from './view/taskManager/taskDetailView/epics/snoozeTaskEpic';
-import { ActionType as UnsnoozeTaskActionType } from './view/taskManager/taskDetailView/epics/unsnoozeTaskEpic';
 import { ActionType as FetchTaskDetailActionType } from './view/taskManager/taskDetailView/epics/fetchTaskDetailEpic';
 import { ActionType as FetchTaskDetailPageActionType } from './view/taskManager/taskDetailView/epics/fetchTaskDetailPageEpic';
 import { ActionType as FetchTaskHistoryActionType } from './view/taskManager/taskDetailView/epics/fetchTaskHistoryEpic';
 import { ActionType as InitializeTaskToLocalStoreActionType } from './view/taskManager/taskDetailView/epics/initializeTaskToLocalStoreEpic';
 import { ActionType as SaveTaskDetailActionType } from './view/taskManager/taskDetailView/epics/saveTaskDetailEpic';
+import { ActionType as SnoozeTaskActionType } from './view/taskManager/taskDetailView/epics/snoozeTaskEpic';
+import { ActionType as UnsnoozeTaskActionType } from './view/taskManager/taskDetailView/epics/unsnoozeTaskEpic';
 import { ActionType as CreateTaskFromTaskGroupTemplateActionType } from './view/taskManager/taskGroupTemplateView/epics/createTaskFromTaskGroupTemplateEpic';
 import { ActionType as FetchTaskGroupTemplatesActionType } from './view/taskManager/taskGroupTemplateView/epics/fetchTaskGroupTemplatesEpic';
 import { ActionType as CreateNewTaskGroupActionType } from './view/taskManager/taskGroupView/epics/createNewTaskGroupEpic';
@@ -515,9 +518,6 @@ import { ActionType as DragNDropTasksActionType } from './view/taskManager/taskL
 import { ActionType as FetchTaskListActionType } from './view/taskManager/taskListView/epics/fetchTaskListEpic';
 import { ActionType as FetchTaskListPageActionType } from './view/taskManager/taskListView/epics/fetchTaskListPageEpic';
 import { ActionType as UpdateTaskFromListViewActionType } from './view/taskManager/taskListView/epics/updateTaskFromListViewEpic';
-import { ActionType as FetchCannedResponsesActionType } from './view/taskManager/cannedResponsesView/epics/fetchCannedResponsesEpic';
-import { ActionType as SaveCannedResponseActionType } from './view/taskManager/cannedResponsesView/epics/saveCannedResponseEpic';
-import { ActionType as DeleteCannedResponseActionType } from './view/taskManager/cannedResponsesView/epics/deleteCannedResponseEpic';
 import { ActionType as FetchTasksCardActionType } from './view/tasksCard/fetchTasksCardEpic';
 import { ActionType as TopExActionType } from './view/topEx/topExEpic';
 import { ActionType as FetchTransactionActivityLogActionType } from './view/transactionActivityLogView/fetchTransactionActivityLogEpic';
@@ -531,13 +531,13 @@ import { ActionType as UpdateTransactionDetailActionType } from './view/transact
 import { ActionType as UpdateTransactionOnUploadSuccessActionType } from './view/transactionDetail/epics/uploadMissingAttachmentSuccessEpic';
 import { ActionType as FetchTransactionListByAccountActionType } from './view/transactionList/fetchTransactionListByAccountEpic';
 import { ActionType as FetchTransactionListByClassActionType } from './view/transactionList/fetchTransactionListByClassEpic';
-import { ActionType as FetchTransactionListByProjectActionType } from './view/transactionList/fetchTransactionListByProjectEpic';
 import { ActionType as FetchTransactionListByEntityActionType } from './view/transactionList/fetchTransactionListByEntityEpic';
+import { ActionType as FetchTransactionListByProjectActionType } from './view/transactionList/fetchTransactionListByProjectEpic';
 import { ActionType as FetchTransactionsListByCategoryTypeActionType } from './view/transactionList/fetchTransactionsListByCategoryTypeEpic';
 import { ActionType as ParallelFetchAccountTransactionListActionType } from './view/transactionList/parallelFetchAccountTransactionListEpic';
 import { ActionType as ParallelFetchClassTransactionListActionType } from './view/transactionList/parallelFetchClassTransactionListEpic';
-import { ActionType as ParallelFetchProjectTransactionListActionType } from './view/transactionList/parallelFetchProjectTransactionListEpic';
 import { ActionType as ParallelFetchEntityTransactionListActionType } from './view/transactionList/parallelFetchEntityTransactionListEpic';
+import { ActionType as ParallelFetchProjectTransactionListActionType } from './view/transactionList/parallelFetchProjectTransactionListEpic';
 import { ActionType as ParallelFetchTransactionListByCategoryTypeActionType } from './view/transactionList/parallelFetchTransactionListByCategoryTypeEpic';
 import { ActionType as FetchExpenseTrendActionType } from './view/trend/fetchExpenseTrendEpic';
 import { ActionType as FetchIncomeTrendActionType } from './view/trend/fetchIncomeTrendEpic';

package/lib/epic.js

@@ -9,6 +9,7 @@ const sectionAccountsViewEpic_1 = require("./entity/sectionAccountsView/sectionA
 const sectionClassesViewEpic_1 = require("./entity/sectionClassesViewV2/sectionClassesViewEpic");
 const sectionProjectViewEpic_1 = require("./entity/sectionProjectView/sectionProjectViewEpic");
 const clearAllEpic_1 = require("./entity/tenant/clearAllEpic");
+const deleteConnectionEpic_1 = require("./entity/tenant/epic/deleteConnectionEpic");
 const doMagicLinkSignInEpic_1 = require("./entity/tenant/epic/doMagicLinkSignInEpic");
 const fetchActiveTenantEpic_1 = require("./entity/tenant/epic/fetchActiveTenantEpic");
 const fetchAllTenantsEpic_1 = require("./entity/tenant/epic/fetchAllTenantsEpic");
@@ -16,7 +17,6 @@ const fetchExcludedResourcesEpic_1 = require("./entity/tenant/epic/fetchExcluded
 const fetchExternalConnectionsEpic_1 = require("./entity/tenant/epic/fetchExternalConnectionsEpic");
 const fetchSubscriptionSummaryForTenantEpic_1 = require("./entity/tenant/epic/fetchSubscriptionSummaryForTenantEpic");
 const resendVerifyDeviceOTPEpic_1 = require("./entity/tenant/epic/resendVerifyDeviceOTPEpic");
-const deleteConnectionEpic_1 = require("./entity/tenant/epic/deleteConnectionEpic");
 const saveAPIKeyConnectionEpic_1 = require("./entity/tenant/epic/saveAPIKeyConnectionEpic");
 const saveConnectorCredentialsEpic_1 = require("./entity/tenant/epic/saveConnectorCredentialsEpic");
 const saveExternalConnectionEpic_1 = require("./entity/tenant/epic/saveExternalConnectionEpic");
@@ -190,6 +190,8 @@ const saveTransactionCategorizationEpic_1 = require("./view/expenseAutomationVie
 const triggerReviewTabRefetchEpic_1 = require("./view/expenseAutomationView/epics/transactionCategorization/triggerReviewTabRefetchEpic");
 const updateTransactionCategorizationEpic_1 = require("./view/expenseAutomationView/epics/transactionCategorization/updateTransactionCategorizationEpic");
 const uploadTransactionReceiptSuccessEpic_1 = require("./view/expenseAutomationView/epics/transactionCategorization/uploadTransactionReceiptSuccessEpic");
+const fetchRegisteredInterestsEpic_1 = require("./view/featureNotificationView/epics/fetchRegisteredInterestsEpic");
+const notifyMeForFeatureEpic_1 = require("./view/featureNotificationView/epics/notifyMeForFeatureEpic");
 const deleteFileEpic_1 = require("./view/fileView/epic/deleteFileEpic");
 const deleteFileListEpic_1 = require("./view/fileView/epic/deleteFileListEpic");
 const fetchFileEpic_1 = require("./view/fileView/epic/fetchFileEpic");
@@ -215,8 +217,6 @@ const fetchNotificationUnreadCountEpic_1 = require("./view/notificationView/epic
 const fetchNotificationViewEpic_1 = require("./view/notificationView/epics/fetchNotificationViewEpic");
 const updateNotificationViewAllNotificationsStatusEpic_1 = require("./view/notificationView/epics/updateNotificationViewAllNotificationsStatusEpic");
 const updateNotificationViewNotificationStatusEpic_1 = require("./view/notificationView/epics/updateNotificationViewNotificationStatusEpic");
-const fetchRegisteredInterestsEpic_1 = require("./view/featureNotificationView/epics/fetchRegisteredInterestsEpic");
-const notifyMeForFeatureEpic_1 = require("./view/featureNotificationView/epics/notifyMeForFeatureEpic");
 const fetchCompanyOnboardingViewEpic_1 = require("./view/onboardingView/cockpitView/epic/fetchCompanyOnboardingViewEpic");
 const fetchOnboardingCompletedCompaniesEpic_1 = require("./view/onboardingView/cockpitView/epic/fetchOnboardingCompletedCompaniesEpic");
 const fetchQBOConnectionPoolEpic_1 = require("./view/onboardingView/cockpitView/epic/fetchQBOConnectionPoolEpic");
@@ -506,15 +506,18 @@ const saveSubscriptionUpdatesEpic_1 = require("./view/subscriptionView/epic/save
 const createTagEpic_1 = require("./view/tagView/epics/createTagEpic");
 const deleteTagEpic_1 = require("./view/tagView/epics/deleteTagEpic");
 const fetchAllTagsEpic_1 = require("./view/tagView/epics/fetchAllTagsEpic");
+const deleteCannedResponseEpic_1 = require("./view/taskManager/cannedResponsesView/epics/deleteCannedResponseEpic");
+const fetchCannedResponsesEpic_1 = require("./view/taskManager/cannedResponsesView/epics/fetchCannedResponsesEpic");
+const saveCannedResponseEpic_1 = require("./view/taskManager/cannedResponsesView/epics/saveCannedResponseEpic");
 const archiveTaskEpic_1 = require("./view/taskManager/taskDetailView/epics/archiveTaskEpic");
 const deleteTaskEpic_1 = require("./view/taskManager/taskDetailView/epics/deleteTaskEpic");
-const snoozeTaskEpic_1 = require("./view/taskManager/taskDetailView/epics/snoozeTaskEpic");
-const unsnoozeTaskEpic_1 = require("./view/taskManager/taskDetailView/epics/unsnoozeTaskEpic");
 const fetchTaskDetailEpic_1 = require("./view/taskManager/taskDetailView/epics/fetchTaskDetailEpic");
 const fetchTaskDetailPageEpic_1 = require("./view/taskManager/taskDetailView/epics/fetchTaskDetailPageEpic");
 const fetchTaskHistoryEpic_1 = require("./view/taskManager/taskDetailView/epics/fetchTaskHistoryEpic");
 const initializeTaskToLocalStoreEpic_1 = require("./view/taskManager/taskDetailView/epics/initializeTaskToLocalStoreEpic");
 const saveTaskDetailEpic_1 = require("./view/taskManager/taskDetailView/epics/saveTaskDetailEpic");
+const snoozeTaskEpic_1 = require("./view/taskManager/taskDetailView/epics/snoozeTaskEpic");
+const unsnoozeTaskEpic_1 = require("./view/taskManager/taskDetailView/epics/unsnoozeTaskEpic");
 const createTaskFromTaskGroupTemplateEpic_1 = require("./view/taskManager/taskGroupTemplateView/epics/createTaskFromTaskGroupTemplateEpic");
 const fetchTaskGroupTemplatesEpic_1 = require("./view/taskManager/taskGroupTemplateView/epics/fetchTaskGroupTemplatesEpic");
 const createNewTaskGroupEpic_1 = require("./view/taskManager/taskGroupView/epics/createNewTaskGroupEpic");
@@ -526,9 +529,6 @@ const dragNDropTasksEpic_1 = require("./view/taskManager/taskListView/epics/drag
 const fetchTaskListEpic_1 = require("./view/taskManager/taskListView/epics/fetchTaskListEpic");
 const fetchTaskListPageEpic_1 = require("./view/taskManager/taskListView/epics/fetchTaskListPageEpic");
 const updateTaskFromListViewEpic_1 = require("./view/taskManager/taskListView/epics/updateTaskFromListViewEpic");
-const fetchCannedResponsesEpic_1 = require("./view/taskManager/cannedResponsesView/epics/fetchCannedResponsesEpic");
-const saveCannedResponseEpic_1 = require("./view/taskManager/cannedResponsesView/epics/saveCannedResponseEpic");
-const deleteCannedResponseEpic_1 = require("./view/taskManager/cannedResponsesView/epics/deleteCannedResponseEpic");
 const fetchTasksCardEpic_1 = require("./view/tasksCard/fetchTasksCardEpic");
 const topExEpic_1 = require("./view/topEx/topExEpic");
 const fetchTransactionActivityLogEpic_1 = require("./view/transactionActivityLogView/fetchTransactionActivityLogEpic");
@@ -542,13 +542,13 @@ const updateTransactionDetailEpic_1 = require("./view/transactionDetail/epics/up
 const uploadMissingAttachmentSuccessEpic_1 = require("./view/transactionDetail/epics/uploadMissingAttachmentSuccessEpic");
 const fetchTransactionListByAccountEpic_1 = require("./view/transactionList/fetchTransactionListByAccountEpic");
 const fetchTransactionListByClassEpic_1 = require("./view/transactionList/fetchTransactionListByClassEpic");
-const fetchTransactionListByProjectEpic_1 = require("./view/transactionList/fetchTransactionListByProjectEpic");
 const fetchTransactionListByEntityEpic_1 = require("./view/transactionList/fetchTransactionListByEntityEpic");
+const fetchTransactionListByProjectEpic_1 = require("./view/transactionList/fetchTransactionListByProjectEpic");
 const fetchTransactionsListByCategoryTypeEpic_1 = require("./view/transactionList/fetchTransactionsListByCategoryTypeEpic");
 const parallelFetchAccountTransactionListEpic_1 = require("./view/transactionList/parallelFetchAccountTransactionListEpic");
 const parallelFetchClassTransactionListEpic_1 = require("./view/transactionList/parallelFetchClassTransactionListEpic");
-const parallelFetchProjectTransactionListEpic_1 = require("./view/transactionList/parallelFetchProjectTransactionListEpic");
 const parallelFetchEntityTransactionListEpic_1 = require("./view/transactionList/parallelFetchEntityTransactionListEpic");
+const parallelFetchProjectTransactionListEpic_1 = require("./view/transactionList/parallelFetchProjectTransactionListEpic");
 const parallelFetchTransactionListByCategoryTypeEpic_1 = require("./view/transactionList/parallelFetchTransactionListByCategoryTypeEpic");
 const fetchExpenseTrendEpic_1 = require("./view/trend/fetchExpenseTrendEpic");
 const fetchIncomeTrendEpic_1 = require("./view/trend/fetchIncomeTrendEpic");

package/lib/esm/commonStateTypes/cacheOverrideFetchReducer.js

@@ -0,0 +1,16 @@
+/**
+ * Factory for `fetchXxx` reducers that support Pusher-driven silent refresh.
+ * When `cacheOverride=true`, fetchState and error are left untouched so the
+ * UI doesn't flash a skeleton. When `false`, `applyTo` runs the normal
+ * 'In-Progress' transition.
+ */
+export const createCacheOverrideFetchReducer = (applyTo) => ({
+    reducer(draft, action) {
+        if (action.payload.cacheOverride !== true) {
+            applyTo(draft);
+        }
+    },
+    prepare(cacheOverride = false) {
+        return { payload: { cacheOverride } };
+    },
+});

package/lib/esm/commonStateTypes/filterPrimitives.js

@@ -0,0 +1,20 @@
+/**
+ * Shared filter primitives — used by both Transaction Categorization and
+ * Spend Management filter pipelines.
+ *
+ * These types are deliberately decoupled from any specific feature group:
+ *
+ *   - `CategoryCombinationOperator` is how a `categories[]` array combines
+ *     (`AND` ⇒ every category must match; `OR` ⇒ any category matches).
+ *   - `FilterCategoryType` is the input-type tag a filter category uses to
+ *     pick its value-picker UI (text autocomplete, user picker, date range,
+ *     number range, plain dropdown).
+ *
+ * They used to be redeclared locally in both `transactionFilterHelpers.ts`
+ * and `spendManagementFilterHelpers.ts` to keep the feature groups
+ * independent. Centralising them here is consistent with Route B (which
+ * separated the *matching pipelines*, not the *shared primitive types*) and
+ * removes the maintenance trap of two identical type definitions drifting
+ * apart over time.
+ */
+export {};

package/lib/esm/commonStateTypes/pusherActions.js

@@ -0,0 +1,3 @@
+import { createAction } from '@reduxjs/toolkit';
+export const addChargeCardTransactionFromPusher = createAction('chargeCardDetail/addChargeCardTransactionFromPusher');
+export const addDeclinedChargeCardTransactionFromPusher = createAction('chargeCardDetail/addDeclinedChargeCardTransactionFromPusher');

package/lib/esm/coreEpics.js

@@ -21,8 +21,8 @@ import { fetchSubscriptionSummaryForTenantEpic } from './entity/tenant/epic/fetc
 import { resendVerifyDeviceOTPEpic } from './entity/tenant/epic/resendVerifyDeviceOTPEpic';
 import { saveExternalConnectionEpic } from './entity/tenant/epic/saveExternalConnectionEpic';
 import { sendEmailMagicLinkToUserEpic } from './entity/tenant/epic/sendEmailMagicLinkToUserEpic';
-import { doSignInEpic } from './entity/tenant/epic/signInUserEpic';
 import { sessionHeartbeatEpic } from './entity/tenant/epic/sessionHeartbeatEpic';
+import { doSignInEpic } from './entity/tenant/epic/signInUserEpic';
 import { doSignOutEpic } from './entity/tenant/epic/signOutUserEpic';
 import { verifyDeviceWithTwoFAEpic } from './entity/tenant/epic/verifyDeviceWithTwoFAEpic';
 // ── Toast Notification Epic ──────────────────────────────────────────

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

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

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

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

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

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

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

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

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

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