@zeniai/client-epic-state 5.0.76 → 5.0.77-betaAD01

package/lib/esm/index.js

@@ -15,6 +15,7 @@ import { getActualPeriodOfFY, getActualPeriodOfFYQtr, } from './commonStateTypes
 import { getFYMonths } from './commonStateTypes/fiscalYearHelpers/getFYMonths';
 import { getFYQuarterAndYear, getLastMonthOfFYQuarter, getLastMonthOfFYYear, } from './commonStateTypes/fiscalYearHelpers/getFYQuarterAndYear';
 import { getStartOfAndEndOfTimeframeForFY } from './commonStateTypes/fiscalYearHelpers/getStartOfAndEndOfTimeframeFY';
+import { addChargeCardTransactionFromPusher, addDeclinedChargeCardTransactionFromPusher, } from './commonStateTypes/pusherActions';
 import { isAllFetchCompleted, isAnyFetchInProgress, reduceAllFetchState, reduceAnyCompletedFetchState, reduceAnyFetchState, reduceFetchState, reduceFetchStateParallelTimeframes, } from './commonStateTypes/reduceFetchState';
 import { toReimbursementTypeCode } from './commonStateTypes/reimbursementTypeCode';
 import { stringToUnion, stringToUnionStrict, } from './commonStateTypes/stringToUnion';
@@ -23,6 +24,7 @@ import { mapTimePeriodtoTimeframeTick, toTimePeriod, toTimeframeTick, } from './
 import { isAgingReport, isCashFlowOrBalanceSheetReport, isDashboardClassesViewReport, isDashboardReport, isFluxAnalysisOpExReport, isOpExByVendorReport, isPAndLClassesViewReport, isPAndLProjectViewReport, isPAndLReport, } from './commonStateTypes/viewAndReport/reportIDHelper';
 import { toReportFormatStrict, toReportID, } from './commonStateTypes/viewAndReport/viewAndReport';
 import { PAYMENT_BUSINESS_DAYS, filterDays, getNextNthWorkingDay, getPreviousNthWorkingDay, getYearsList, holidaysFormatted, isHoliday, isHolidayToday, } from './commonStateTypes/workingDayHelper';
+import { getAllAccounts, getTransactionFilterAccountOptions, } from './entity/account/accountSelector';
 import { toAccountType, toReconciliationAccountSource, } from './entity/account/accountState';
 import { getAccountGroupKey, toAccountGroupType, } from './entity/accountGroup/accountGroupState';
 /**
@@ -34,9 +36,11 @@ import { toAttributeOrRoleTypeStrict, toAttributeTypeStrict, toRoleTypeStrict, }
 import { toOutsideZeniPaymentModeType, } from './entity/billPay/billTransaction/billTransactionState';
 import { toRecurringBillFrequency, toRecurringBillFrequencyStrict, } from './entity/billPay/recurringBills/recurringBillsState';
 import { toCardAddressType, toCardType, toCreditLimitFrequencyCodeType, toShippingAddressType, } from './entity/chargeCard/chargeCard';
+import { updateChargeCardSpendingFromPusher, updateChargeCardStatusFromPusher, } from './entity/chargeCard/chargeCardReducer';
 import { getChargeCardById } from './entity/chargeCard/chargeCardSelector';
 import { attachmentFilePathToAttachment, } from './entity/chargeCardTransaction/chargeCardTransactionPayload';
 import { updateChargeCardTransactionAttachments } from './entity/chargeCardTransaction/chargeCardTransactionReducer';
+import { updateChargeCardTransactionFromPusher, updateChargeCardTransactionReceiptFromPusher, updateChargeCardTransactionStatusFromPusher, } from './entity/chargeCardTransaction/chargeCardTransactionReducer';
 import { getControllersName, getFirstControllerEmail, getFirstControllerId, } from './entity/company/companyHelper';
 import { getCompanyByCompanyId, getCompanyInfoForAllCockpitCompaniesInState, getControllersForCompany, } from './entity/company/companySelector';
 import { ALL_ACCOUNTING_CONNECTION_CREATION_MODES, isCompanyEligibleForTreasury, } from './entity/company/companyStateTypes';
@@ -59,7 +63,7 @@ import { closeSnackbar, openSnackbar } from './entity/snackbar/snackbarReducer';
 import { getSnackbar } from './entity/snackbar/snackbarSelector';
 import { ALL_WEEK_DAYS, toDayOfWeek, toPriorityCodeType, toTaskStatusCodeType, } from './entity/task/taskState';
 import { getTaskGroupById } from './entity/taskGroup/taskGroupSelector';
-import { clearAll, doMagicLinkSignIn, doSignIn, doSignOut, fetchActiveTenant, fetchAllTenants, fetchExcludedResources as fetchExcludedResourcesForTenant, fetchExternalConnections as fetchExternalConnectionsForTenant, fetchSubscriptionSummaryForTenant, resendVerifyDeviceOTP, resetSignInState, deleteConnection, saveAPIKeyConnection, saveConnectorCredentials, saveExternalConnection as saveExternalConnectionForTenant, saveOAuthConnection, sendEmailMagicLinkToUser, sendSessionHeartbeat, toExternalIntegrationType, toExternalSupportedTool, updateCurrentTenant, updateSignInState, verifyDeviceWithTwoFA, } from './entity/tenant/tenantReducer';
+import { clearAll, deleteConnection, doMagicLinkSignIn, doSignIn, doSignOut, fetchActiveTenant, fetchAllTenants, fetchExcludedResources as fetchExcludedResourcesForTenant, fetchExternalConnections as fetchExternalConnectionsForTenant, fetchSubscriptionSummaryForTenant, resendVerifyDeviceOTP, resetSignInState, saveAPIKeyConnection, saveConnectorCredentials, saveExternalConnection as saveExternalConnectionForTenant, saveOAuthConnection, sendEmailMagicLinkToUser, sendSessionHeartbeat, toExternalIntegrationType, toExternalSupportedTool, updateCurrentTenant, updateSignInState, verifyDeviceWithTwoFA, } from './entity/tenant/tenantReducer';
 import { getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getTenantBaseById, getTenantBaseViewForTenantId, getTenantBaseViewForTenantView, getTenantsBaseByCheckInDateSelector, getTenantsByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, isOtherProductsEnabledForTenant, isTenantBankingOnly, isTenantBookkeepingEnabled, isTenantCardsOnly, isTenantUsingZeniCOA, isZeniDomainTenant, toTenantCoreDetailsView, } from './entity/tenant/tenantSelector';
 import { pushToastNotification } from './entity/toastNotification/toastNotificationReducer';
 import { getLastNotificationTime, getNotifications, } from './entity/toastNotification/toastNotificationSelector';
@@ -123,8 +127,6 @@ import { fetchCashPosition, updateCashPositionCOABalancesRange, updateCashPositi
 import { getCashPosition, getCashPositionForHighlightedRange, getCashPositionForSelectedRange, getCashPositionUIState, } from './view/cashPosition/cashPositionSelector';
 import { fetchClassList } from './view/classList/classListReducer';
 import { getClassList, } from './view/classList/classListSelector';
-import { fetchProjectList } from './view/projectList/projectListReducer';
-import { getProjectList, } from './view/projectList/projectListSelector';
 import { SEMI_WEEKLY_REQUIRED_DAYS_COUNT, getMinAllowedEndDate, getRecurringEndDateFromCount, toRecurringFrequency, } from './view/common/recurringViewHelper';
 import { ZENI_CLEARING_ACCOUNT, isZeniClearingAccount, isZeniClearingAccountReport, } from './view/common/zeniClearingAccountHelper';
 import { clearTransactionVendorSaveStatus, resetTransactionVendorLocalData, saveTransactionVendor, saveTransactionVendorSuccessOrFailure, updateTransactionVendorLocalData, } from './view/commonVendorView/transactionVendorView/transactionVendorViewReducer';
@@ -165,17 +167,20 @@ import { isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType
 import { MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, } from './view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper';
 import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFluxAnalysisView, updateFluxAnalysisViewPageMetaData, updateFluxAnalysisViewUIState, updateOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview, } from './view/expenseAutomationView/reducers/fluxAnalysisViewReducer';
 import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryJeSchedule as retryExpenseAutomationJESchedule, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, updateJESchedulesUIState as updateExpenseAutomationJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
-import { acknowledgeBulkUploadConfirmMatchComplete, bulkUploadAutomatchingTimedOut, bulkUploadReceipts, bulkUploadReceiptsFailure, bulkUploadReceiptsSuccess, clearBulkUpload, clearManualSearchResults, clearMissingReceiptsTabNavigation, confirmBulkUploadMatch, confirmBulkUploadMatchFailure, confirmBulkUploadMatchSuccess, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsFailure, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, fetchBulkUploadBatchesFailure, fetchBulkUploadBatchesSuccess, fetchCompletedTransactions, fetchCompletedTransactionsFailure, fetchCompletedTransactionsSuccess, fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, searchTransactionsForManualMatch, searchTransactionsForManualMatchFailure, searchTransactionsForManualMatchSuccess, setBulkUploadCompletedSubTab, setBulkUploadResultsTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, storeBatchDetails, updateBulkUploadProgress, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess, } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
+import { acknowledgeBulkUploadConfirmMatchComplete, bulkUploadAutomatchingTimedOut, bulkUploadReceipts, bulkUploadReceiptsFailure, bulkUploadReceiptsSuccess, clearBulkUpload, clearBulkUploadBatchDetailsForScopeChange, clearManualSearchResults, clearMissingReceiptsTabNavigation, confirmBulkUploadMatch, confirmBulkUploadMatchFailure, confirmBulkUploadMatchSuccess, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsFailure, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, fetchBulkUploadBatchesFailure, fetchBulkUploadBatchesSuccess, fetchCompletedTransactions, fetchCompletedTransactionsFailure, fetchCompletedTransactionsSuccess, fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, markBatchDetailRefreshAttempted, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, pusherBatchStatusUpdate, refreshBatchDetailsForBatchId, requestMissingReceiptsTabNavigation, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, searchTransactionsForManualMatch, searchTransactionsForManualMatchFailure, searchTransactionsForManualMatchSuccess, setBulkUploadCompletedSubTab, setBulkUploadResultsTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, storeBatchDetails, updateBulkUploadProgress, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess, } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
 import { deleteAccountStatement, excludeAccountFromReconciliation, fetchReconciliation as fetchReconciliationView, includeAccountInReconciliation, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, updateAccountReconciliationLocalData as updateExpenseAutomationAccountReconciliationLocalData, updateSelectedAccountId as updateExpenseAutomationAccountReconciliationSelectedAccountId, updateSelectedTab as updateExpenseAutomationAccountReconciliationSelectedTab, updateReconListScrollPosition as updateExpenseAutomationReconListScrollPosition, updateReviewTabSortState as updateExpenseAutomationReconReviewTabListSortState, updateReviewTabLocalData as updateExpenseAutomationReconReviewTabLocalData, updateReconcileTabListScrollState as updateExpenseAutomationReconcileTabListScrollState, updateReconcileTabListSortState as updateExpenseAutomationReconcileTabListSortState, updateReconcileTabLocalData as updateExpenseAutomationReconcileTabLocalData, updateSelectedDrawerAccountId as updateExpenseAutomationSelectedDrawerAccountId, updateNodeCollapseState, updateStatementUploadChosen, uploadAccountStatement, } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
-import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markTransactionAsNotMiscategorized, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
+import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markCategoryClassRecommendationsFailureForCategorization, markTransactionAsNotMiscategorized, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, updateTransactionFilters, uploadTransactionCategorizationReceiptSuccess, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
 import { getExpenseAutomationFluxAnalysisView } from './view/expenseAutomationView/selectors/fluxAnalysisViewSelector';
 import { getExpenseAutomationReconciliationView, isAccountReconReport, } from './view/expenseAutomationView/selectors/reconciliationViewSelector';
 import { getExpenseAutomationTransactionView } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
+import { DEFAULT_COMPLETED_SUB_TAB, toCompletedSubTab, } from './view/expenseAutomationView/types/completedSubTab';
 import { toJEScheduleMainTab as toExpenseAutomationJEScheduleMainTab, toJEScheduleSortKey as toExpenseAutomationJEScheduleSortKey, } from './view/expenseAutomationView/types/jeSchedulesViewState';
-import { BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, } from './view/expenseAutomationView/types/missingReceiptsViewState';
+import { BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toMatchSource, toMissingReceiptsTab, } from './view/expenseAutomationView/types/missingReceiptsViewState';
 import { toMissingReceiptsSortKey as toExpenseAutomationMissingReceiptsSortKey, } from './view/expenseAutomationView/types/missingReceiptsViewState';
 import { toReconciliationTabsType, } from './view/expenseAutomationView/types/reconciliationViewState';
 import { toTransactionsTabKey as toExpenseAutomationTransactionsTabKey, toTransactionsSortKey, } from './view/expenseAutomationView/types/transactionsViewState';
+import { clearFeatureNotificationView, fetchRegisteredInterests, notifyMeForFeature, } from './view/featureNotificationView/featureNotificationViewReducer';
+import { getFeatureNotificationView, getRegisteredInterests, getRegisteredInterestsByFeature, isFeatureInterestRegistered, } from './view/featureNotificationView/featureNotificationViewSelector';
 import downloadFile from './view/fileView/fileDownloadHelpers';
 import uploadFile from './view/fileView/fileUploadHelpers';
 import { clearFileViewList, deleteFile, deleteFileFailure, deleteFileList, deleteFileListFailure, deleteFileListSuccess, deleteFileSuccess, fetchFile, fetchFileList, fetchFileListFailure, fetchFileListSuccess, updateFileName, updateFileNameFailure, updateFileNameSuccess, updateFilesMetadata, } from './view/fileView/fileViewReducer';
@@ -202,8 +207,6 @@ import { getNetBurnOrIncomeStoryCardReport } from './view/netBurnOrIncomeStoryCa
 import { fetchNotificationUnreadCount, fetchNotificationUnreadCountSuccess, fetchNotificationView, updateNotificationViewAllNotificationsStatus, updateNotificationViewCurrentTabAndSubTab, updateNotificationViewNotificationStatus, updateNotificationViewSubTab, updateNotificationViewTabState, updateNotificationViewUIState, } from './view/notificationView/notificationViewReducer';
 import { getExternalNotificationsForSelectedSubTab, getNotificationView, getNotificationsForSelectedSubTab, } from './view/notificationView/notificationViewSelector';
 import { toNotificationSubTabTypeStrict, toNotificationTabTypeStrict, } from './view/notificationView/notificationViewState';
-import { clearFeatureNotificationView, fetchRegisteredInterests, notifyMeForFeature, } from './view/featureNotificationView/featureNotificationViewReducer';
-import { getFeatureNotificationView, getRegisteredInterests, getRegisteredInterestsByFeature, isFeatureInterestRegistered, } from './view/featureNotificationView/featureNotificationViewSelector';
 import { clearOnboardingCustomerViewUpdateData, fetchCompanyOnboardingView, fetchOnboardingCompletedCompanies, fetchQBOConnectionPool, getOnboardingEmailGroup, initializeOnboardingCustomerViewUpdateData, resetNewOnboardedCustomerId, retryBankAccountConnectionForOnboarding, saveOnboardingCustomerCompletedStatus, saveOnboardingCustomerDataInLocalStore, saveOnboardingCustomerNotes, saveOnboardingCustomerViewUpdateData, saveOnboardingCustomerViewUpdates, sendOnboardingCustomerViewInvite, updateCustomerCreationStatus, updateOnboardingCustomerDataInLocalStore, updateOnboardingCustomerListUIState, updateQBOConnectionPoolExternalConnection, updateStatusAfterOnboardingCompleted, } from './view/onboardingView/cockpitView/onboardingCockpitViewReducer';
 import { getNewOnboardingCustomerView, getOnboardingCockpitView, } from './view/onboardingView/cockpitView/onboardingCockpitViewSelector';
 import { toProductType, toProductTypeStrict, } from './view/onboardingView/cockpitView/types/onboardingCockpitViewTypes';
@@ -224,14 +227,16 @@ import { fetchProfitAndLoss, fetchProfitAndLossForTimeframe, resetProfitAndLossN
 import { getPandLReportFetchState, getProfitAndLossReport, } from './view/profitAndLoss/profitAndLossSelector';
 import { getEmptyHorizontalSectionBalancesSlice } from './view/profitAndLossClassesView/horizontalSectionEmptyBalancesSlice';
 import { getProfitAndLossClassesHorizontalView } from './view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector';
-import { aggregateHorizontalDescendantBalances } from './view/profitAndLossClassesView/profitAndLossHorizontalEnrichment';
 import { HORIZONTAL_CLASS_TOTAL_BALANCE_ID, isHorizontalAccountReportData, } from './view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelectorTypes';
 import { fetchProfitAndLossClassesView, resetProfitAndLossClassesNodeCollapseState, updateClassViewLayout, updateAccountViewMode as updateProfitAndLossAccountViewMode, updateClassesToFilterOut as updateProfitAndLossClassesToFilterOut, updateProfitAndLossClassesViewUIState, } from './view/profitAndLossClassesView/profitAndLossClassesViewReducer';
 import { getProfitAndLossClassesView } from './view/profitAndLossClassesView/profitAndLossClassesViewSelector';
 import { isPandLReportViewCalculatedSectionID, isPandLReportViewSectionID, } from './view/profitAndLossClassesView/profitAndLossClassesViewSelectorTypes';
+import { aggregateHorizontalDescendantBalances } from './view/profitAndLossClassesView/profitAndLossHorizontalEnrichment';
 import { clearProfitAndLossProjectView, fetchProfitAndLossForTimeframeProjectView, fetchProfitAndLossProjectView, resetProfitAndLossProjectNodeCollapseState, updateProfitAndLossProjectViewUIState, updateProjectViewAccountViewMode, updateProjectsToFilterOut, } from './view/profitAndLossProjectView/profitAndLossProjectViewReducer';
 import { getProfitAndLossProjectView } from './view/profitAndLossProjectView/profitAndLossProjectViewSelector';
-import { fetchEntityRecommendationsByTransactionId, fetchRecommendationByEntityId, fetchRecommendationByEntityName, } from './view/recommendation/recommendationReducer';
+import { fetchProjectList } from './view/projectList/projectListReducer';
+import { getProjectList, } from './view/projectList/projectListSelector';
+import { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, } from './view/recommendation/recommendationReducer';
 import { clearReferrals, fetchReferrals, fetchRewardsPlan, resendReferralInvite, saveReferralFormDataInLocalStore, sendReferralInvite, updateReferViewed, updateReferralListSortUiState, } from './view/referralView/referralReducer';
 import { getInviteFormView, getReferralListView, getRewardsPlanCard, } from './view/referralView/referralSelector';
 import { AmountStatusTypes, StatusTypes, toReferralListViewSortKeyType, } from './view/referralView/referralState';
@@ -295,7 +300,7 @@ import { fetchChargeCardConfig } from './view/spendManagement/chargeCards/charge
 import { closeChargeCard, completeCVVActivationWait, completeDebitCardSetPinWait, fetchChargeCardDetail, fetchChargeCardDetailPage, fetchChargeCardTransactionAttachments, fetchChargeCardTransactionList, fetchChargeCardTransactionStatistics, fetchChargeCardsRecurringExpenses, fetchDepositAccountLimit, lockChargeCard, startCVVActivationWait, startDebitCardSetPinWait, unlockChargeCard, updateChargeCardDetail, updateChargeCardName, updateChargeCardSpendLimit, updateChargeCardSpendLimitSuccessOrFailure, updateChargeCardTransactionIsViewReceiptClicked, updateChargeCardTransactionReceiptsShowTickFetchStatus, updateChargeCardTransactionUploadReceiptsFetchStatus, updateDebitCardPinAttempt, updatePhysicalChargeCardAttempt, } from './view/spendManagement/chargeCards/chargeCardDetail/chargeCardDetailReducer';
 import { getChargeCardCVVActivateView, getChargeCardControlDetailView, getChargeCardDetailView, getChargeCardRecurringExpensesView, getChargeCardTransactionAttachmentView, getDebitCardSetPinView, getDepositAccountLimitFetchStateByDepositAccountId, } from './view/spendManagement/chargeCards/chargeCardDetail/chargeCardDetailSelector';
 import { toChargeCardSortKeyType, } from './view/spendManagement/chargeCards/chargeCardList/chargeCardList';
-import { closeChargeCards, fetchChargeCardList, fetchChargeCardListPage, fetchCreditAccount, fetchCreditAccountRepayment, fetchDebitCardSummary, lockChargeCards, resendCardInvite, revokeCardInvite, revokeChargeCardsInvite, unlockChargeCards, updateBulkActionCardIds, updateSearchText as updateChargeCardListSearchText, updateChargeCardListUIState, updateChargeCardsSpendLimit, updateRowActionCardId, } from './view/spendManagement/chargeCards/chargeCardList/chargeCardListReducer';
+import { closeChargeCards, fetchChargeCardList, fetchChargeCardListPage, fetchCreditAccount, fetchCreditAccountRepayment, fetchDebitCardSummary, lockChargeCards, resendCardInvite, revokeCardInvite, revokeChargeCardsInvite, unlockChargeCards, updateBulkActionCardIds, updateSearchText as updateChargeCardListSearchText, updateChargeCardListUIState, updateChargeCardsSpendLimit, updateCreditAccountBalanceFromPusher, updateRowActionCardId, } from './view/spendManagement/chargeCards/chargeCardList/chargeCardListReducer';
 import { anyCardOnHold, getChargeCardBulkActionView, getChargeCardListView, getChargeCardRecurringExpensesByCardIds, getChargeCardRowActionView, getCreditAccountDetails, getDebitCardList, getDebitCardSummary, getDepositAccountListWithDebitCardIssued, getMyPendingActivationChargeCardListView, getMyRequestOnHoldChargeCardListWithShippingAddress, } from './view/spendManagement/chargeCards/chargeCardList/chargeCardListSelector';
 import { PAYMENT_HISTORY_FILTER_CATEGORIES, } from './view/spendManagement/chargeCards/chargeCardPaymentHistory/chargeCardPaymentHistory';
 import { getChargeCardPaymentHistoryDownloadReport, } from './view/spendManagement/chargeCards/chargeCardPaymentHistory/chargeCardPaymentHistoryDownloadSelector';
@@ -332,6 +337,7 @@ import { getRemiBusinessVerificationDetails, getRemiSetupViewDetails, } from './
 import { approveOrRejectRemisBulkAction, autoReviewPendingApprovalRemis, cancelOrDeleteRemisBulkAction, clearAllRemisFromBulkActionList, clearRemiBulkActionView, incrementRemiBulkActionProcessedCount, removeRemiFromBulkActionList, reviewDraftRemisBulkAction, submitDraftRemisBulkAction, updateRemisBulkActionList, } from './view/spendManagement/reimbursement/remisBulkActionView/remisBulkActionViewReducer';
 import { getRemisBulkOperationProgress, getRemisBulkReviewView, } from './view/spendManagement/reimbursement/remisBulkActionView/remisBulkActionViewSelector';
 import { hideCreatedByFilter, } from './view/spendManagement/spendManagementFilterHelpers';
+import { TRANSACTION_FILTER_CATEGORIES, applyTransactionFilters, } from './view/expenseAutomationView/transactionFilterHelpers';
 import { acceptTreasuryTerms, clearTreasurySetupView, fetchPortfolioAllocation, fetchTreasuryFunds, fetchTreasurySetupView, updateFundAllocationLocalData, updatePortfolioAllocation, updateTreasuryVideoViewed, } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewReducer';
 import { getTreasuryBusinessVerificationDetails, getTreasurySetupViewDetails, } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewSelector';
 import { getTreasuryFundsMaximumYield, } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewState';
@@ -378,15 +384,15 @@ import { getAllTopExpenses, getTop6Expenses, getTopExpenses, } from './view/topE
 import { TOP_EX_TIME_PERIODS, } from './view/topEx/topExState';
 import { getAccountingProviderAttachment, } from './view/transactionDetail/getAccountingProviderAttachmentSelector';
 import { getChangedLineItemCountFromLocalData, isAccountUncategorized, } from './view/transactionDetail/transactionDetailLocalDataHelper';
-import { clearTransactionDetailSaveStatus, deleteTransactionAttachment, downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentFailure, downloadAccountingProviderAttachmentSuccess, fetchTransactionDetail, initializeTransactionDetailLocalData, removeEntityRecommendationForLineIdForTransactionDetail, resetAllLineItemsToVendor, resetLineItemsCategoryClassInLocalData, resetSelectedCustomer, resetVendor, saveTransactionDetail, saveTransactionDetailLocalData, setAllLineItemsLocalDataIsUpdateAllChecked, setAllLineItemsToCategoryClassInLocalData, setIsVendorUpdateAllChecked, updateLatestSelectedEntity, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateSelectedCustomer, updateSelectedVendor, updateTransactionDetail, updateVendorBulkRecommendationsFetchStatus, updateVendorToAllLineItems, uploadMissingAttachmentSuccess, } from './view/transactionDetail/transactionDetailReducer';
+import { clearTransactionDetailSaveStatus, deleteTransactionAttachment, downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentFailure, downloadAccountingProviderAttachmentSuccess, fetchTransactionDetail, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, resetAllLineItemsToVendor, resetLineItemsCategoryClassInLocalData, resetSelectedCustomer, resetVendor, saveTransactionDetail, saveTransactionDetailLocalData, setAllLineItemsLocalDataIsUpdateAllChecked, setAllLineItemsToCategoryClassInLocalData, setIsVendorUpdateAllChecked, updateLatestSelectedEntity, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateSelectedCustomer, updateSelectedVendor, updateTransactionDetail, updateVendorBulkRecommendationsFetchStatus, updateVendorToAllLineItems, uploadMissingAttachmentSuccess, } from './view/transactionDetail/transactionDetailReducer';
 import { getInitialUpdatablePeriodsForTransactionRecommendations, getTransactionDetail, getTransactionDetailForTransaction, } from './view/transactionDetail/transactionDetailSelector';
 import { getThirdPartyIdFromTransactionId, } from './view/transactionDetail/transactionDetailState';
 import { getTransactionListByAccount, getTransactionListUIStateByAccountKey, } from './view/transactionList/transactionListByAccountSelector';
 import { getTransactionListUIStateByCategoryType, getTransactionsListByCategoryType, } from './view/transactionList/transactionListByCategoryTypeSelector';
 import { getTransactionListByClass, getTransactionListUIStateByClassKey, } from './view/transactionList/transactionListByClassSelector';
-import { getTransactionListByProject, getTransactionListUIStateByProjectKey, } from './view/transactionList/transactionListByProjectSelector';
 import { getTransactionListByEntity, getTransactionListByEntityForSinglePeriod, } from './view/transactionList/transactionListByEntitySelector';
-import { clearTransactionList, fetchAccountTransactionList, fetchEntityTransactionList, parallelFetchAccountTransactionList, parallelFetchClassTransactionList, parallelFetchProjectTransactionList, parallelFetchEntityTransactionList, parallelFetchTransactionListByCategoryType, updateLatestTransactionId, updateTransactionListByAccount, updateTransactionListByAccountFailure, updateTransactionListByAccountUIState, updateTransactionListByClass, updateTransactionListByClassUIState, updateTransactionListByProject, updateTransactionListByProjectUIState, updateTransactionListByEntity, updateTransactionListByEntityFailure, updateTransactionListUIStateByCategoryType, } from './view/transactionList/transactionListReducer';
+import { getTransactionListByProject, getTransactionListUIStateByProjectKey, } from './view/transactionList/transactionListByProjectSelector';
+import { clearTransactionList, fetchAccountTransactionList, fetchEntityTransactionList, parallelFetchAccountTransactionList, parallelFetchClassTransactionList, parallelFetchEntityTransactionList, parallelFetchProjectTransactionList, parallelFetchTransactionListByCategoryType, updateLatestTransactionId, updateTransactionListByAccount, updateTransactionListByAccountFailure, updateTransactionListByAccountUIState, updateTransactionListByClass, updateTransactionListByClassUIState, updateTransactionListByEntity, updateTransactionListByEntityFailure, updateTransactionListByProject, updateTransactionListByProjectUIState, updateTransactionListUIStateByCategoryType, } from './view/transactionList/transactionListReducer';
 import { clearTrendData, fetchExpenseTrend, fetchIncomeTrend, } from './view/trend/trendReducer';
 import { getCurrentFiscalQuarterDateRange, getTrendForEntity, } from './view/trend/trendSelector';
 import { clearTrendWithTransactions, fetchTransactionsForEntity, fetchTrendForEntity, updateSelectedTimeperiod, } from './view/trendWithTransactions/trendWithTransactionsReducer';
@@ -441,18 +447,18 @@ export { stringToUnion, stringToUnionStrict };
 export { fetchMonthEndCloseChecks, fetchMonthClosePerformanceTrend, getMonthEndCloseChecksViewByTenantId, ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY, };
 export { 
 // Bulk Upload Types
-BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, toExpenseAutomationJEScheduleMainTab, toExpenseAutomationJEScheduleSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, fetchExpenseAutomationMissingReceipts, 
+BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, DEFAULT_COMPLETED_SUB_TAB, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, toExpenseAutomationJEScheduleMainTab, toExpenseAutomationJEScheduleSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, fetchExpenseAutomationMissingReceipts, 
 // Bulk Upload Actions
-bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, getExpenseAutomationFluxAnalysisView, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, updateFluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, getExpenseAutomationReconciliationView, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, getAccountReconByAccountIdAndSelectedPeriod, toReconciliationTabsType, isAccountReconReport, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, toReconciliationAccountSource, deleteAccountStatement, uploadAccountStatement, updateNodeCollapseState, updateStatementUploadChosen, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, };
-export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateSelectedCheckboxTransactionIds, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, toTransactionsSortKey, };
+bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, clearBulkUploadBatchDetailsForScopeChange, markBatchDetailRefreshAttempted, refreshBatchDetailsForBatchId, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, getExpenseAutomationFluxAnalysisView, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, updateFluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, getExpenseAutomationReconciliationView, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, getAccountReconByAccountIdAndSelectedPeriod, toReconciliationTabsType, isAccountReconReport, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, toReconciliationAccountSource, deleteAccountStatement, uploadAccountStatement, updateNodeCollapseState, updateStatementUploadChosen, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, };
+export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateTransactionFilters, updateSelectedCheckboxTransactionIds, markCategoryClassRecommendationsFailureForCategorization, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, toTransactionsSortKey, };
 export { TOP_EX_TIME_PERIODS };
 export { toTimeframeTick, mapTimePeriodtoTimeframeTick, toTimePeriod, toAbsoluteDay, toMonthYearPeriodId, convertToPeriod, };
 export { toVendorSpendTrendFilterTabsTypeStrict, } from './entity/vendorExpense/vendorExpenseSelector';
 export { getNumberOfPeriods };
 export { SCHEDULE_DAYS_OF_MONTH, toScheduleDaysOfMonth, toMonth, toMonthStrict, toQuarter, toQuarterStrict, };
 export { getTenantBaseById, getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getTenantsByCheckInDateSelector, getTenantsBaseByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, toTenantCoreDetailsView, getTenantBaseViewForTenantView, getTenantBaseViewForTenantId, isZeniDomainTenant, isTenantUsingZeniCOA, fetchActiveTenant, fetchAllTenants, updateCurrentTenant, clearAll, doMagicLinkSignIn, verifyDeviceWithTwoFA, resendVerifyDeviceOTP, sendEmailMagicLinkToUser, doSignIn, updateSignInState, doSignOut, sendSessionHeartbeat, resetSignInState, fetchExcludedResourcesForTenant, fetchExternalConnectionsForTenant, saveExternalConnectionForTenant, deleteConnection, saveAPIKeyConnection, saveConnectorCredentials, saveOAuthConnection, toExternalIntegrationType, toExternalSupportedTool, fetchSubscriptionSummaryForTenant, isTenantBankingOnly, isTenantCardsOnly, isTenantBookkeepingEnabled, isOtherProductsEnabledForTenant, };
-export { toAccountType, toAccountGroupType, getAccountGroupKey, };
-export { getClassById } from './entity/class/classSelector';
+export { toAccountType, toAccountGroupType, getAccountGroupKey, getAllAccounts, getTransactionFilterAccountOptions, };
+export { getAllClasses, getClassById, getClassFilterOptions, } from './entity/class/classSelector';
 export { getForecast };
 export { getUserName, getUserByUserId, getUsersByUserIds, getAllZeniUsersFromState, } from './entity/user/userSelector';
 export { toUserRoleType, toUserRoleTypeStrict, isFinOpsUserRoleType, hasAdminLevelAccess, hasFullOrAdminLevelAccess, hasReimbursementUserAccess, hasEmployeeLevelAccess, hasBookKeepingAdminLevelAccess, hasBookKeepingUserLevelAccess, isNonZeniRole, hasInvestorBankerLevelAccess, getUserRoleMap, hasOnlyBillPayAccess, hasZeniRoleOrCompanyOfficerAccess, hasSuperAdminLevelAccess, hasBillPayFallbackAdminLevelAccess, hasRemiFallbackAdminLevelAccess, hasOnlyReimbursementAccess, hasOnlyChargeCardAccess, hasOnlyZeniAccountsAccess, isZeniSignedInUser, getUserRoleByUserId, getUserRoleByUserIds, hasChargeCardAccess, hasZeniAccountsAccess, hasTreasuryAccess, hasTreasuryAdminLevelAccess, hasBillPayAccess, hasReimbursementAccess, hasReimbursementAdminLevelAccess, hasBillPayAdminLevelAccess, hasChargeCardAdminLevelAccess, hasSpendManagementAccess, hasSpendManagementAdminLevelAccess, hasZeniAccountsAdminLevelAccess, hasAnyCompanyRole, hasAnyFinOpRole, hasBillPayAccessible, hasReimbursementAccessible, hasZeniAccountsAccessible, hasChargeCardAccessible, hasTreasuryAccessible, hasAICFOAccess, };
@@ -497,7 +503,7 @@ export { isTransferTransaction };
 export { getSupportedTransactionById, };
 export { clearTransactionList, updateLatestTransactionId, parallelFetchAccountTransactionList, parallelFetchEntityTransactionList, fetchAccountTransactionList, updateTransactionListByAccount, updateTransactionListByAccountFailure, updateTransactionListByAccountUIState, parallelFetchClassTransactionList, updateTransactionListByClassUIState, updateTransactionListByClass, parallelFetchProjectTransactionList, updateTransactionListByProjectUIState, updateTransactionListByProject, updateTransactionListUIStateByCategoryType, parallelFetchTransactionListByCategoryType, };
 export { getTransactionListByAccount, getTransactionListUIStateByAccountKey, };
-export { fetchEntityTransactionList, updateTransactionListByEntity, saveTransactionDetailLocalData, clearTransactionDetailSaveStatus, updateTransactionListByEntityFailure, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, saveTransactionDetail, setAllLineItemsLocalDataIsUpdateAllChecked, initializeTransactionDetailLocalData, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetSelectedCustomer, resetVendor, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, };
+export { fetchEntityTransactionList, updateTransactionListByEntity, saveTransactionDetailLocalData, clearTransactionDetailSaveStatus, updateTransactionListByEntityFailure, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, saveTransactionDetail, setAllLineItemsLocalDataIsUpdateAllChecked, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetSelectedCustomer, resetVendor, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, };
 export { downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentSuccess, downloadAccountingProviderAttachmentFailure, fetchTransactionDetail, updateTransactionDetail, uploadMissingAttachmentSuccess, deleteTransactionAttachment, getThirdPartyIdFromTransactionId, };
 export { getTransactionListByEntity };
 export { getTransactionListByClass, getTransactionListUIStateByClassKey, getTransactionListByProject, getTransactionListUIStateByProjectKey, getTransactionListByEntityForSinglePeriod, };
@@ -552,6 +558,10 @@ export { toRemiSubTabType, toRemiSubTabTypeStrict, toRemiTabType, toRemiTabTypeS
 export { getClassList, fetchClassList, getProjectList, fetchProjectList, };
 export { fetchBillList, fetchBillListPerTab, updateTab, updateSubTab, updateSelectedBillId, updateBillDetailSaveBillCode, fetchVendorByNameAndParseInvoice, saveBillUpdatesToLocalStore, discardBillUpdatesInLocalStore, saveBillDetail, approveOrRejectBill, updateApprovalStatusOnSuccess, deleteBill, cancelAndDeleteBill, retryOrRefundBill, getBillList, getBillDownloadList, getBillDetailView, checkApproveRejectBtnShowForBill, getBillTransactionDetailKey, fetchBillDetail, fetchEditBillDetailPage, fetchAndUpdateVendorRecommendations, fetchDuplicateBill, clearBillPayReview, getEditBillDetail, getReviewPageBillDetail, fetchBillAndInitializeLocalStore, updateShowAutofill, saveVendorSuccessOrFailure, updateBillListUIState, BILL_PAY_FILTER_CATEGORIES, updateVendorDetailLocalData, resetVendorDetailLocalData, resetVendorSaveStatus, updateContactsInVendorDetailLocalData, updateVendorTabDetailUIState, updateContactsInVendorTabDetailLocalData, updateBillUploadFetchState, updateBillListSearchResult, fetchUserDetails, verifyUser, updateVendorContact, toPaymentToOption, convertAmountToHomeCurrency, fetchVendorAndUpdateBillLocalData, markBillForRetry, updateWithdrawFromAccountId, removeBillFileFromLocalStore, replaceBillFileInLocalStore, updateShouldReplaceBillData, };
 export { hideCreatedByFilter, };
+// Transaction Categorization filter API — lives under Expense Automation,
+// not Spend Management. Kept in a separate re-export block to make the
+// separation visible at the barrel level.
+export { TRANSACTION_FILTER_CATEGORIES, applyTransactionFilters, };
 export { fetchBillPaySetupView, fetchZeniAccountSetupView, enableSetup, getPaymentAccounts, getPlaidLinkToken, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData, updateBusinessVerificationDetails, updatePaymentAccount, updatePaymentAccountLoginStatus, updatePaymentAccountStatus, establishPlaidConnection, updateMappedCashAccount, updatePrimaryFundingAccount, acceptBillPayTerms, acceptZeniAccountTerms, acceptBillPayUpdatedTerms, saveSetupViewDataInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, saveIndustryAndIncDateInLocalStore, clearSetupViewDataInLocalStore, clearBillPaySetupView, clearZeniAccountSetupView, sendOtp, resendOtp, verifyOtp, getBillPaySetupViewDetails, getPlaidAccountDetails, getZeniAccountSetupViewDetails, getBusinessVerificationDetails, getBillPayBusinessVerificationDetails, getZeniAccountBusinessVerificationDetails, getTreasuryBusinessVerificationDetails, getCommonSetupViewDetails, getTwoFactorAuthenticationView, getTwoFactorAuthenticationViewForCardUserOnboarding, getTwoFactorAuthenticationViewForChargeCardHolder, };
 export { getApprovalRuleViewDetails, getBankConnectionsSetupViewDetails, getIntegrationsView, };
 export { fetchUserFinancialAccount };
@@ -577,7 +587,7 @@ export { getSpendManagementEffectiveListPeriod, getSelectedCompanyOfficer, showB
 export { canSendMonthEndEmailReport, shouldEnableCalendarPickerForLastReportSent, };
 export { getInternationalSubConfigCodeKey, BILL_NEW_PAYMENT_METHODS, NEW_INTERNATIONAL_METHOD_SUBTEXT, SWIFT_OUR_INTERNATIONAL_METHOD_SUBTEXT, LOCAL_CURRENCY_INTERNATIONAL_METHOD_SUBTEXT, };
 export { getVendorList, updateSortUiState, updatePageToken, updateYTDSelectionUIState, isColumnYTDSpend, isVendorsTabVisible, toVendorReportIDType, getVendorFiling1099List, fetchVendorsFiling1099Download, };
-export { fetchEntityRecommendationsByTransactionId, fetchRecommendationByEntityId, fetchRecommendationByEntityName, };
+export { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, };
 export { fetchOwnerList };
 export { getZeniAccountsConfigDetail, getZeniAccountList, fetchZeniAccountList, fetchAccountList, createCheckingAccount, fetchPaymentAccountList, unlinkPaymentAccount, getDepositAccountDetail, getAllDepositAccounts, getDepositAccountDetailForPDF, fetchDepositAccount, fetchZeniAccountsConfig, updateTransferMoneyLocalData, updateTransferToLocalData, updateDepositToLocalData, transferMoney, getTransferDetail, clearTransferDetail, clearReviewTransferDetail, fetchReviewTransferDetail, fetchDepositAccountDetail, depositCheck, updateCheckDepositLocalData, clearCheckDeposit, getCheckDepositDetail, updateDepositAccount, fetchDepositAccountHistorySuccess, fetchDepositAccountHistoryFailure, fetchZeniAccStatementPage, getZeniAccStatements, };
 export { fetchDepositAccountTransactionList, getDepositAccountTransactionList, };
@@ -596,7 +606,7 @@ export { fetchUserRoleConfig, getUserRoleConfig };
 export { getCompanyHealthMetricConfig, fetchCompanyHealthMetricConfig, };
 export { updateCompaniesHealth, updateCompanyHealth, };
 export { clearCompanyHealthMetricView, fetchCompanyHealthMetricView, initializeCompanyHealthMetricViewLocalData, removeSelectedCompanyId, saveCompanyHealthMetricById, updateCompanyHealthMetricLocalStore, updateCompanyHealthMetricViewErrorStatus, updateCompanyHealthMetricViewSuccessStatus, updateCompanyHealthViewUIState, };
-export { updateChargeCardTransactionAttachments, attachmentFilePathToAttachment, isCompanyRunwayInfinite, getCompanyHealthMetricView, hasCompanyHealthMetricFormFieldChanged, companyHealthMetricDropDownOptions, getChargeCardBusinessVerificationDetails, fetchDebitCardSummary, fetchChargeCardList, fetchChargeCardListPage, fetchChargeCardConfig, fetchCreditAccount, fetchCreditAccountRepayment, getChargeCardListView, getMyPendingActivationChargeCardListView, getMyRequestOnHoldChargeCardListWithShippingAddress, clearChargeCardRepaymentDetail, fetchChargeCardRepaymentDetail, initiateChargeCardRepayment, updateChargeCardRepaymentLocalStore, getChargeCardRepaymentDetail, fetchChargeCardPaymentPage, fetchChargeCardPaymentHistory, updatePaymentHistoryDownloadUIState, updatePaymentHistoryFilters, updatePaymentHistorySearchText, updatePaymentHistoryUIState, getChargeCardPaymentHistoryDownloadReport, getChargeCardPaymentHistoryView, getPaymentHistorySourceAccountName, getPaymentStatusDisplayText, PAYMENT_HISTORY_FILTER_CATEGORIES, getCreditAccountDetails, fetchChargeCardDetailPage, fetchChargeCardDetail, fetchChargeCardTransactionStatistics, fetchDepositAccountLimit, getChargeCardDetailView, getChargeCardControlDetailView, getDepositAccountLimitFetchStateByDepositAccountId, getChargeCardTransactionAttachmentView, getDebitCardSetPinView, getChargeCardRecurringExpensesByCardIds, getChargeCardRecurringExpensesView, getChargeCardRowActionView, getChargeCardBulkActionView, getChargeCardCVVActivateView, fetchChargeCardTransactionList, fetchCashbackDetail, toChargeCardSortKeyType, getCashbackDetail, getZeniDateFromPeriod, toCreditLimitFrequencyCodeType, getDepositAccountListWithDebitCardIssued, getIssueChargeCardView, getChargeCardSetupViewDetails, fetchChargeCardStatementList, getChargeCardStatements, fetchChargeCardSetupView, enableChargeCardAutoPay, acceptChargeCardTerms, expressInterestInChargeCard, getDepositAccountLimitForChargeCardByDepositAccountId, toCardAddressType, toShippingAddressType, toCardType, issueChargeCards, fetchIssueCardPage, fetchDepositAccountListForCards, getDebitCardList, getDebitCardSummary, updateCustomAddressId, updateChargeCardsLocalStore, resetIssueChargeCardForm, updateBulkActionCardIds, updateChargeCardListSearchText, updateChargeCardListUIState, updateCashbackDetailUIState, updateChargeCardDetail, updatePhysicalChargeCardAttempt, lockChargeCard, unlockChargeCard, closeChargeCard, updateChargeCardName, getCardUserOnboardingView, initializeCardUserOnboardingLocalData, updateCardUserOnboardingLocalData, saveCardOnboardingUserDetails, updateChargeCardTransactionUploadReceiptsFetchStatus, completeDebitCardSetPinWait, startDebitCardSetPinWait, updateDebitCardPinAttempt, updateChargeCardTransactionReceiptsShowTickFetchStatus, updateChargeCardTransactionIsViewReceiptClicked, fetchChargeCardTransactionAttachments, completeCVVActivationWait, startCVVActivationWait, updateChargeCardSpendLimit, updateChargeCardSpendLimitSuccessOrFailure, resendCardInvite, revokeCardInvite, updateRowActionCardId, revokeChargeCardsInvite, lockChargeCards, unlockChargeCards, closeChargeCards, updateChargeCardsSpendLimit, fetchChargeCardsRecurringExpenses, startCardUserOnboardingActivationWait, completeCardUserOnboardingActivationWait, setFirstViewAfterActivation, setFirstViewCompleteAfterActivation, setCurrentDisplayedCardId, getChargeCardById, anyCardOnHold, };
+export { updateChargeCardTransactionAttachments, updateChargeCardStatusFromPusher, updateChargeCardSpendingFromPusher, updateChargeCardTransactionStatusFromPusher, updateChargeCardTransactionFromPusher, updateChargeCardTransactionReceiptFromPusher, updateCreditAccountBalanceFromPusher, addChargeCardTransactionFromPusher, addDeclinedChargeCardTransactionFromPusher, attachmentFilePathToAttachment, isCompanyRunwayInfinite, getCompanyHealthMetricView, hasCompanyHealthMetricFormFieldChanged, companyHealthMetricDropDownOptions, getChargeCardBusinessVerificationDetails, fetchDebitCardSummary, fetchChargeCardList, fetchChargeCardListPage, fetchChargeCardConfig, fetchCreditAccount, fetchCreditAccountRepayment, getChargeCardListView, getMyPendingActivationChargeCardListView, getMyRequestOnHoldChargeCardListWithShippingAddress, clearChargeCardRepaymentDetail, fetchChargeCardRepaymentDetail, initiateChargeCardRepayment, updateChargeCardRepaymentLocalStore, getChargeCardRepaymentDetail, fetchChargeCardPaymentPage, fetchChargeCardPaymentHistory, updatePaymentHistoryDownloadUIState, updatePaymentHistoryFilters, updatePaymentHistorySearchText, updatePaymentHistoryUIState, getChargeCardPaymentHistoryDownloadReport, getChargeCardPaymentHistoryView, getPaymentHistorySourceAccountName, getPaymentStatusDisplayText, PAYMENT_HISTORY_FILTER_CATEGORIES, getCreditAccountDetails, fetchChargeCardDetailPage, fetchChargeCardDetail, fetchChargeCardTransactionStatistics, fetchDepositAccountLimit, getChargeCardDetailView, getChargeCardControlDetailView, getDepositAccountLimitFetchStateByDepositAccountId, getChargeCardTransactionAttachmentView, getDebitCardSetPinView, getChargeCardRecurringExpensesByCardIds, getChargeCardRecurringExpensesView, getChargeCardRowActionView, getChargeCardBulkActionView, getChargeCardCVVActivateView, fetchChargeCardTransactionList, fetchCashbackDetail, toChargeCardSortKeyType, getCashbackDetail, getZeniDateFromPeriod, toCreditLimitFrequencyCodeType, getDepositAccountListWithDebitCardIssued, getIssueChargeCardView, getChargeCardSetupViewDetails, fetchChargeCardStatementList, getChargeCardStatements, fetchChargeCardSetupView, enableChargeCardAutoPay, acceptChargeCardTerms, expressInterestInChargeCard, getDepositAccountLimitForChargeCardByDepositAccountId, toCardAddressType, toShippingAddressType, toCardType, issueChargeCards, fetchIssueCardPage, fetchDepositAccountListForCards, getDebitCardList, getDebitCardSummary, updateCustomAddressId, updateChargeCardsLocalStore, resetIssueChargeCardForm, updateBulkActionCardIds, updateChargeCardListSearchText, updateChargeCardListUIState, updateCashbackDetailUIState, updateChargeCardDetail, updatePhysicalChargeCardAttempt, lockChargeCard, unlockChargeCard, closeChargeCard, updateChargeCardName, getCardUserOnboardingView, initializeCardUserOnboardingLocalData, updateCardUserOnboardingLocalData, saveCardOnboardingUserDetails, updateChargeCardTransactionUploadReceiptsFetchStatus, completeDebitCardSetPinWait, startDebitCardSetPinWait, updateDebitCardPinAttempt, updateChargeCardTransactionReceiptsShowTickFetchStatus, updateChargeCardTransactionIsViewReceiptClicked, fetchChargeCardTransactionAttachments, completeCVVActivationWait, startCVVActivationWait, updateChargeCardSpendLimit, updateChargeCardSpendLimitSuccessOrFailure, resendCardInvite, revokeCardInvite, updateRowActionCardId, revokeChargeCardsInvite, lockChargeCards, unlockChargeCards, closeChargeCards, updateChargeCardsSpendLimit, fetchChargeCardsRecurringExpenses, startCardUserOnboardingActivationWait, completeCardUserOnboardingActivationWait, setFirstViewAfterActivation, setFirstViewCompleteAfterActivation, setCurrentDisplayedCardId, getChargeCardById, anyCardOnHold, };
 export { TIME_SERIES_DURATIONS, convertToTimeSeriesSelectionRange, toTimeSeriesDuration, fetchAggregatedReport, aggregatedReportView, };
 export { fetchApAging, getApAgingReport, updateApAgingUIState, };
 export { fetchApAgingDetail, getApAgingDetailForVendor, updateApAgingDetailUIState, };
@@ -632,9 +642,9 @@ export { clearAllAiAccountantCustomers, updateAiAccountantCustomers, updateAiAcc
 export { getAiAccountantCustomers, getAiAccountantJobsByTenantId, } from './entity/aiAccountantCustomer/aiAccountantCustomerSelector';
 export { cancelAiAccountantOnboarding, clearAiAccountantView, fetchAiAccountantCustomers, fetchAiAccountantJobs, setSelectedTenantIdsForJobTrigger, triggerAiAccountantJob, updateAiAccountantUIState, } from './view/aiAccountantView/aiAccountantViewReducer';
 export { getAiAccountantCockpitView, } from './view/aiAccountantView/aiAccountantViewSelector';
-export { fetchChatSessionsForUser, createSession, submitQuestion, updateAiCfoViewScrollPosition, updateCurrentInput, updateCotCollapsedState, clearInput, setSession, clearAiCfoView, clearCurrentSessionId, clearDeleteChatSessionStatus, clearLastContextMessage, createSessionAndSubmit, stopSubmit, stopSubmitQuestion, fetchChatHistory, acceptMasterTOS, deleteChatSession, updateResponseState, fetchSuggestedQuestions, fetchSuggestedQuestionsSuccess, fetchSuggestedQuestionsFailure, applyAiCfoSidePanelHostPageTransition, clearAiCfoSidePanelHostPageContext, } from './view/aiCfoView/aiCfoViewReducer';
+export { fetchChatSessionsForUser, createSession, submitQuestion, updateAiCfoViewScrollPosition, updateCurrentInput, updateCotCollapsedState, clearInput, setSession, clearAiCfoView, clearCurrentSessionId, clearDeleteChatSessionStatus, clearLastContextMessage, createSessionAndSubmit, stopSubmit, stopSubmitQuestion, fetchChatHistory, acceptMasterTOS, deleteChatSession, updateChatSessionPin, updateResponseState, fetchSuggestedQuestions, fetchSuggestedQuestionsSuccess, fetchSuggestedQuestionsFailure, applyAiCfoSidePanelHostPageTransition, clearAiCfoSidePanelHostPageContext, } from './view/aiCfoView/aiCfoViewReducer';
 export { getAiCfoView, getSuggestedQuestionsForPageContext, } from './view/aiCfoView/aiCfoViewSelector';
-export { setNewSession, setSessions, upsertAnswerPayload, upsertOrAddQuestionAnswerPayload, addQuestionPayload, clearSession, clearAiCfo, toAiCfoVisualization, } from './entity/aiCfo/aiCfoReducer';
+export { setNewSession, setSessions, mergeChatSessionFromPutResponse, upsertAnswerPayload, upsertOrAddQuestionAnswerPayload, addQuestionPayload, clearSession, clearAiCfo, toAiCfoVisualization, } from './entity/aiCfo/aiCfoReducer';
 export { getAllQuestionAnswersForChatSession, getQuestionAnswerByIdForChatSession, getAllQuestionsForChatSession, getAiCfoSelectorView, } from './entity/aiCfo/aiCfoSelector';
 export { ALL_AI_CFO_CHARTS_TYPES, ALL_AI_CFO_VISUALIZATION_TYPES, ALL_AI_CFO_ANSWER_STATE_TYPES, ALL_AI_CFO_ANSWER_RESPONSE_TYPES, toAiCfoVisualizationType, toAiCfoVisualizationTypeStrict, toAiCfoChartType, toAiCfoChartTypeStrict, toAiCfoAnswerStateType, toAiCfoAnswerStateTypeStrict, toAiCfoAnswerResponseType, toAiCfoAnswerResponseTypeStrict, toMessageSender, toMessageType, } from './entity/aiCfo/aiCfoState';
 export { fetchTreasuryOverviewDetail, fetchTreasuryTransactionList, updateTreasuryTransactionListUIState, } from './view/spendManagement/treasury/treasuryList/treasuryDetailReducer';

package/lib/esm/reducer.js

@@ -4,7 +4,6 @@ import accountGroup, { initialState as initialAccountGroupState, } from './entit
 import accountRecon, { initialState as initialAccountReconState, } from './entity/accountRecon/accountReconReducer';
 import address, { initialState as initialAddressState, } from './entity/address/addressReducer';
 import aiAccountantCustomer, { initialAiAccountantCustomerState, } from './entity/aiAccountantCustomer/aiAccountantCustomerReducer';
-import creditAgentEntity, { initialCreditAgentEntityState, } from './entity/creditAgent/creditAgentReducer';
 import aiCfo, { initialAiCfoState } from './entity/aiCfo/aiCfoReducer';
 import approvalRule, { initialState as initialApprovalRuleState, } from './entity/approvalRule/approvalRuleReducer';
 import bankAccount, { initialState as initialBankAccountState, } from './entity/bankAccount/bankAccountReducer';
@@ -20,6 +19,7 @@ import company, { initialState as initialCompanyState, } from './entity/company/
 import companyHealthMetric, { initialState as initialCompanyHealthMetricState, } from './entity/companyHealthMetric/companyHealthMetricReducer';
 import connectedAccount, { initialState as initialConnectedAccountState, } from './entity/connectedAccount/connectedAccountReducer';
 import countryList, { initialState as initialCountryListState, } from './entity/countryList/countryListReducer';
+import creditAgentEntity, { initialCreditAgentEntityState, } from './entity/creditAgent/creditAgentReducer';
 import currency, { initialState as initialCurrencyState, } from './entity/currency/currencyReducer';
 import customer, { initialState as initialCustomerState, } from './entity/customer/customerReducer';
 import customerIncome, { initialState as initialCustomerIncomeState, } from './entity/customerIncome/customerIncomeTrendReducer';
@@ -107,9 +107,9 @@ import expenseAutomationJESchedulesView, { initialState as initialExpenseAutomat
 import expenseAutomationMissingReceiptsView, { initialState as initialExpenseAutomationMissingReceiptsViewState, } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
 import expenseAutomationReconciliationView, { initialState as initialExpenseAutomationReconciliationViewState, } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
 import expenseAutomationTransactionsView, { initialState as initialExpenseAutomationTransactionsViewState, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
+import featureNotificationView, { initialState as initialFeatureNotificationViewState, } from './view/featureNotificationView/featureNotificationViewReducer';
 import fileView from './view/fileView/fileViewReducer';
 import { initialFileViewState, } from './view/fileView/fileViewState';
-import featureNotificationView, { initialState as initialFeatureNotificationViewState, } from './view/featureNotificationView/featureNotificationViewReducer';
 import financeStatement, { initialFinanceStatementState, } from './view/financeStatement/financeStatementReducer';
 import forecastList, { initialState as initialForecastListState, } from './view/forecastList/forecastListReducer';
 import globalMerchantAutoComplete, { initialState as initialGlobalMerchantAutoCompleteState, } from './view/globalMerchantView/globalMerchantAutoCompleteView/globalMerchantAutoCompleteViewReducer';

package/lib/esm/view/aiAccountantView/epics/fetchAiAccountantCustomersEpic.js

@@ -7,9 +7,7 @@ import { fetchAiAccountantCustomers, updateAiAccountantCustomers, updateAiAccoun
 export const fetchAiAccountantCustomersEpic = (actions$, _, zeniAPI) => actions$.pipe(filter(fetchAiAccountantCustomers.match), switchMap(() => {
     const base = `${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels`;
     const url = `${base}/ai-accountant/customers`;
-    return zeniAPI
-        .getJSON(url)
-        .pipe(mergeMap((response) => {
+    return zeniAPI.getJSON(url).pipe(mergeMap((response) => {
         if (isSuccessResponse(response)) {
             const customers = response.data?.customers ?? [];
             const users = response.data?.users ?? [];
@@ -22,6 +20,5 @@ export const fetchAiAccountantCustomersEpic = (actions$, _, zeniAPI) => actions$
         else {
             return of(updateAiAccountantCustomersFailure(response.status));
         }
-    }), catchError((error) => of(updateAiAccountantCustomersFailure(createZeniAPIStatus('Unexpected error', 'AI Accountant customers fetch failed: ' +
-        JSON.stringify(error))))));
+    }), catchError((error) => of(updateAiAccountantCustomersFailure(createZeniAPIStatus('Unexpected error', 'AI Accountant customers fetch failed: ' + JSON.stringify(error))))));
 }));

package/lib/esm/view/aiAccountantView/epics/fetchAiAccountantJobsEpic.js

@@ -20,9 +20,7 @@ export const fetchAiAccountantJobsEpic = (actions$, state$, zeniAPI) => actions$
     }
     const base = `${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels`;
     const url = `${base}/ai-accountant/jobs?${params.toString()}`;
-    return zeniAPI
-        .getJSON(url)
-        .pipe(mergeMap((response) => {
+    return zeniAPI.getJSON(url).pipe(mergeMap((response) => {
         if (isSuccessResponse(response)) {
             const jobs = response.data?.jobs ?? [];
             const users = response.data?.users ?? [];
@@ -41,7 +39,6 @@ export const fetchAiAccountantJobsEpic = (actions$, state$, zeniAPI) => actions$
         }
     }), catchError((error) => of(updateAiAccountantJobsFailure({
         tenantId,
-        error: createZeniAPIStatus('Unexpected error', 'AI Accountant jobs fetch failed: ' +
-            JSON.stringify(error)),
+        error: createZeniAPIStatus('Unexpected error', 'AI Accountant jobs fetch failed: ' + JSON.stringify(error)),
     }))));
 }));

package/lib/esm/view/aiAccountantView/epics/triggerAiAccountantJobEpic.js

@@ -51,7 +51,10 @@ export const triggerAiAccountantJobEpic = (actions$, state$, zeniAPI) => actions
             messageText: 'failed',
             type: 'error',
             variables: [
-                { variableName: '__reason__', variableValue: 'Unexpected error' },
+                {
+                    variableName: '__reason__',
+                    variableValue: 'Unexpected error',
+                },
             ],
         }),
     ])));

package/lib/esm/view/aiCfoView/aiCfoViewReducer.js

@@ -377,6 +377,16 @@ const aiCfoView = createSlice({
             const { chatSessionId } = action.payload;
             delete draft.deleteChatSessionStateByChatSessionId[chatSessionId];
         },
+        /** Dispatched to trigger {@link updateChatSessionPinEpic}; no view state mutation. */
+        updateChatSessionPin: {
+            reducer(draft, _action) {
+                void draft;
+                void _action;
+            },
+            prepare(chatSessionId, isPinned) {
+                return { payload: { chatSessionId, isPinned } };
+            },
+        },
         clearInput(draft) {
             draft.uiState.currentInput = '';
         },
@@ -452,5 +462,5 @@ const aiCfoView = createSlice({
         },
     },
 });
-export const { submitQuestion, submitQuestionSuccess, submitQuestionFailure, updateResponseState, updateAiCfoViewScrollPosition, updateCurrentInput, clearInput, setSession, createSession, createSessionSuccess, createSessionFailure, createSessionAndSubmit, initializeNewSessionState, createSessionAndSubmitSuccess, createSessionAndSubmitFailure, fetchChatSessionsForUser, fetchChatSessionsForUserSuccess, fetchChatSessionsForUserFailure, fetchChatHistory, fetchChatHistorySuccess, fetchChatHistoryFailure, clearCurrentSessionId, clearLastContextMessage, stopSubmit, stopSubmitSuccess, stopSubmitFailure, stopSubmitQuestion, stopSubmitQuestionSuccess, stopSubmitQuestionFailure, acceptMasterTOS, acceptMasterTOSSuccess, acceptMasterTOSFailure, deleteChatSession, deleteChatSessionSuccess, deleteChatSessionFailure, clearDeleteChatSessionStatus, clearAiCfoView, updateCotCollapsedState, fetchSuggestedQuestions, fetchSuggestedQuestionsSuccess, fetchSuggestedQuestionsFailure, applyAiCfoSidePanelHostPageTransition, clearAiCfoSidePanelHostPageContext, } = aiCfoView.actions;
+export const { submitQuestion, submitQuestionSuccess, submitQuestionFailure, updateResponseState, updateAiCfoViewScrollPosition, updateCurrentInput, clearInput, setSession, createSession, createSessionSuccess, createSessionFailure, createSessionAndSubmit, initializeNewSessionState, createSessionAndSubmitSuccess, createSessionAndSubmitFailure, fetchChatSessionsForUser, fetchChatSessionsForUserSuccess, fetchChatSessionsForUserFailure, fetchChatHistory, fetchChatHistorySuccess, fetchChatHistoryFailure, clearCurrentSessionId, clearLastContextMessage, stopSubmit, stopSubmitSuccess, stopSubmitFailure, stopSubmitQuestion, stopSubmitQuestionSuccess, stopSubmitQuestionFailure, acceptMasterTOS, acceptMasterTOSSuccess, acceptMasterTOSFailure, deleteChatSession, deleteChatSessionSuccess, deleteChatSessionFailure, clearDeleteChatSessionStatus, updateChatSessionPin, clearAiCfoView, updateCotCollapsedState, fetchSuggestedQuestions, fetchSuggestedQuestionsSuccess, fetchSuggestedQuestionsFailure, applyAiCfoSidePanelHostPageTransition, clearAiCfoSidePanelHostPageContext, } = aiCfoView.actions;
 export default aiCfoView.reducer;

package/lib/esm/view/aiCfoView/epics/updateChatSessionPinEpic.js

@@ -0,0 +1,46 @@
+import { EMPTY, of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { mergeChatSessionFromPutResponse } from '../../../entity/aiCfo/aiCfoReducer';
+import { isSuccessResponse } from '../../../responsePayload';
+import { updateChatSessionPin } from '../aiCfoViewReducer';
+/**
+ * TEMP (remove after chat platform pin API is deployed everywhere):
+ * When PUT pin/unpin fails, still merge requested pin state so the drawer/navbar UX works
+ * against older backends. Revert this file when the platform supports pin or when dropping
+ * compatibility — search for `TEMP_PIN_OPTIMISTIC`.
+ */
+function buildOptimisticPinPayload_TEMP_PIN_OPTIMISTIC(state, chatSessionId, isPinned) {
+    const session = state.aiCfoState.aiCfoByChatSessionId[chatSessionId]?.chatSession;
+    if (session == null) {
+        return null;
+    }
+    return {
+        chat_session_id: chatSessionId,
+        user_id: session.userId,
+        created_at: session.createdAt.toISOString(),
+        chat_session_summary: session.chatSessionSummary ?? null,
+        is_pinned: isPinned,
+        pinned_at: isPinned ? new Date().toISOString() : null,
+    };
+}
+export const updateChatSessionPinEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(updateChatSessionPin.match), switchMap((action) => {
+    const { chatSessionId, isPinned } = action.payload;
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.aiCfoMicroServiceBaseUrl}/1.0/sessions/${chatSessionId}`, { is_pinned: isPinned })
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            return of(mergeChatSessionFromPutResponse(response.data));
+        }
+        // TEMP_PIN_OPTIMISTIC — see comment above
+        const synthetic = buildOptimisticPinPayload_TEMP_PIN_OPTIMISTIC(state$.value, chatSessionId, isPinned);
+        return synthetic != null
+            ? of(mergeChatSessionFromPutResponse(synthetic))
+            : EMPTY;
+    }), catchError(() => {
+        // TEMP_PIN_OPTIMISTIC — see comment above
+        const synthetic = buildOptimisticPinPayload_TEMP_PIN_OPTIMISTIC(state$.value, chatSessionId, isPinned);
+        return synthetic != null
+            ? of(mergeChatSessionFromPutResponse(synthetic))
+            : EMPTY;
+    }));
+}));

package/lib/esm/view/companyHealthMetricView/companyHealthMetricViewSelector.js

@@ -291,7 +291,7 @@ const applyAdvancedFiltersOnCompaniesList = (allCompanies, filters, filteredComp
         const key = currentFilter.field;
         const categoryValue = getCategoryValueForCompany(key, company);
         if (categoryValue == null) {
-            if (currentFilter.matchingOperator === 'not-equal') {
+            if (currentFilter.matchingOperator === 'not_equal') {
                 return true;
             }
             return false;

package/lib/esm/view/companyTaskManagerView/companyTaskManagerViewSelector.js

@@ -4,7 +4,7 @@ import { getTagsByIds } from '../../entity/tag/tagSelector';
 import { getTaskById } from '../../entity/task/taskSelector';
 import { getUserByUserId, getUsersByUserIds, } from '../../entity/user/userSelector';
 export const getCompanyTaskManagerView = createSelector((state) => state.companyTaskManagerViewState, (state) => state.companyState, (state) => state.userState, (state) => state.taskState, (state) => state.tagState, (companyTaskManagerViewState, companyState, userState, taskState, tagState) => {
-    const { taskIds, uiState, fetchState, error, totalTaskCount, metrics, metricsFetchState } = companyTaskManagerViewState;
+    const { taskIds, uiState, fetchState, error, totalTaskCount, metrics, metricsFetchState, } = companyTaskManagerViewState;
     const tasksList = [];
     taskIds.forEach((taskId) => {
         const task = getTaskById(taskState, taskId);

package/lib/esm/view/companyTaskManagerView/epics/fetchTaskManagerMetricsEpic.js

@@ -1,6 +1,6 @@
 import { of } from 'rxjs';
 import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
-import { isSuccessResponse, } from '../../../responsePayload';
+import { isSuccessResponse } from '../../../responsePayload';
 import { fetchTaskManagerMetrics, updateTaskManagerMetrics, updateTaskManagerMetricsOnFailure, } from '../companyTaskManagerViewReducer';
 export const fetchTaskManagerMetricsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchTaskManagerMetrics.match), switchMap(() => {
     const query = JSON.stringify({ is_filter_by_logged_in_user: true });

package/lib/esm/view/companyView/helpers/cockpitHelpers.js

@@ -48,7 +48,7 @@ export const filterCompanyOnCategoriesWithSingleValue = (categoryValue, currentF
         return filterCompanyOnRangeCategoryType(categoryValue, currentFilter);
     }
     // if filter category is not annualRecurringRevenue OR monthlyRecurringRevenue
-    if (currentFilter.matchingOperator === 'not-equal') {
+    if (currentFilter.matchingOperator === 'not_equal') {
         return currentFilter.values.indexOf(categoryValue) === -1;
     }
     return currentFilter.values.indexOf(categoryValue) > -1;

package/lib/esm/view/companyView/selector/companyManagementViewSelector.js

@@ -150,7 +150,7 @@ const applyAdvancedFiltersOnCompaniesList = (allCompanies, filters, filteredComp
         const key = currentFilter.field;
         const categoryValue = getCategoryValueForCompany(key, company);
         if (categoryValue == null) {
-            if (currentFilter.matchingOperator === 'not-equal') {
+            if (currentFilter.matchingOperator === 'not_equal') {
                 return true;
             }
             return false;

package/lib/esm/view/companyView/selector/companyPortfolioViewSelector.js

@@ -116,7 +116,7 @@ const applyAdvancedFiltersOnCompaniesList = (allCompanies, filters, filteredComp
         const key = currentFilter.field;
         const categoryValue = getCategoryValueForCompany(key, company);
         if (categoryValue == null) {
-            if (currentFilter.matchingOperator === 'not-equal') {
+            if (currentFilter.matchingOperator === 'not_equal') {
                 return true;
             }
             return false;

package/lib/esm/view/expenseAutomationView/epics/missingReceipts/fetchBulkUploadBatchesEpic.js

@@ -3,10 +3,10 @@ import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { toMonthYearPeriodId } from '../../../../commonStateTypes/timePeriod';
 import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
-import { toBatchListItem, } from '../../payload/missingReceiptsPayload';
-import { fetchBulkUploadBatches, fetchBulkUploadBatchesFailure, fetchBulkUploadBatchesSuccess, } from '../../reducers/missingReceiptsViewReducer';
 import { BULK_UPLOAD_BATCH_LIST_DATE_RANGE_DAYS } from '../../helpers/bulkUploadTiming';
 import { rollingCalendarDateRangeInclusive } from '../../helpers/rollingCalendarDateRangeInclusive';
+import { toBatchListItem, } from '../../payload/missingReceiptsPayload';
+import { fetchBulkUploadBatches, fetchBulkUploadBatchesFailure, fetchBulkUploadBatchesSuccess, } from '../../reducers/missingReceiptsViewReducer';
 export const fetchBulkUploadBatchesEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchBulkUploadBatches.match), switchMap((action) => {
     const { cacheOverride } = action.payload;
     const state = state$.value;

package/lib/esm/view/expenseAutomationView/epics/missingReceipts/fetchCompletedTransactionsEpic.js

@@ -5,6 +5,7 @@ import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
 import { updateTransactions } from '../../../../entity/transaction/transactionReducer';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
 import { fetchCompletedTransactions, fetchCompletedTransactionsFailure, fetchCompletedTransactionsSuccess, getCompletedTransactionsCacheKey, } from '../../reducers/missingReceiptsViewReducer';
+import { DEFAULT_COMPLETED_SUB_TAB } from '../../types/completedSubTab';
 export const fetchCompletedTransactionsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchCompletedTransactions.match), switchMap((action) => {
     const state = state$.value;
     const { expenseAutomationViewState: { selectedPeriodByTenantId }, expenseAutomationMissingReceiptsViewState: { bulkUpload }, } = state;
@@ -39,7 +40,7 @@ export const fetchCompletedTransactionsEpic = (actions$, state$, zeniAPI) => act
     if (sortOrder != null) {
         queryPayload.sort_order = sortOrder === 'ascending' ? 'asc' : 'desc';
     }
-    if (completedSubTab !== 'all') {
+    if (completedSubTab !== DEFAULT_COMPLETED_SUB_TAB) {
         queryPayload.match_type = completedSubTab;
     }
     const encodedQuery = encodeURIComponent(JSON.stringify(queryPayload));