@zeniai/client-epic-state 5.0.76 → 5.0.77-betaAK1

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, };
@@ -653,3 +663,5 @@ export { getTransactionActivityLogView, } from './view/transactionActivityLogVie
 // ── Session Management ──────────────────────────────────────────────
 export { SessionManager } from './entity/tenant/SessionManager';
 export { DEFAULT_SESSION_CONFIG } from './entity/tenant/sessionTypes';
+export { fetchCashManagementOverviewPage } from './view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer';
+export { getCashManagementOverview, getCashManagementOverviewBanner, } from './view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewSelector';

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';
@@ -61,6 +61,7 @@ import tenant, { initialState as initialTenantState, } from './entity/tenant/ten
 import toastNotification, { initialState as initialToastNotificationState, } from './entity/toastNotification/toastNotificationReducer';
 import transaction, { initialState as initialTransactionState, } from './entity/transaction/transactionReducer';
 import transactionActivityLog, { initialState as initialTransactionActivityLogState, } from './entity/transactionActivityLog/transactionActivityLogReducer';
+import upcomingPaymentEvent, { initialState as initialUpcomingPaymentEventState, } from './entity/upcomingPaymentEvent/upcomingPaymentEventReducer';
 import user, { initialState as initialUserState, } from './entity/user/userReducer';
 import userGroups, { initialState as initialUserGroupsState, } from './entity/userGroups/userGroupsReducer';
 import userRole, { initialState as initialUserRoleState, } from './entity/userRole/userRoleReducer';
@@ -107,9 +108,9 @@ 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';
@@ -157,6 +158,7 @@ import internationalWireVerification, { initialState as initialInternationalWire
 import magicLinkView, { initialState as initialMagicLinkViewState, } from './view/spendManagement/billPay/magicLinkView/magicLinkViewReducer';
 import previousBills, { initialState as initialPreviousBillsState, } from './view/spendManagement/billPay/previousBills/previousBillsReducer';
 import wiseRedirect, { initialState as initialWiseRedirectState, } from './view/spendManagement/billPay/wiseRedirectView/wiseRedirectReducer';
+import cashManagementOverview, { initialState as initialCashManagementOverviewState, } from './view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer';
 import cardUserOnboarding, { initialState as initialCardUserOnboardingState, } from './view/spendManagement/chargeCards/cardUserOnboarding/cardUserOnboardingReducer';
 import cashbackDetail, { initialState as initialCashbackDetailState, } from './view/spendManagement/chargeCards/cashbackDetail/cashbackDetailReducer';
 import chargeCardConfig, { initialState as initialChargeCardConfigState, } from './view/spendManagement/chargeCards/chargeCardConfig/chargeCardConfigReducer';
@@ -287,6 +289,7 @@ const initialEntitiesState = {
     toastNotificationState: initialToastNotificationState,
     transactionActivityLogState: initialTransactionActivityLogState,
     transactionState: initialTransactionState,
+    upcomingPaymentEventState: initialUpcomingPaymentEventState,
     userGroupsState: initialUserGroupsState,
     userRoleState: initialUserRoleState,
     userState: initialUserState,
@@ -326,6 +329,7 @@ const initialViewsState = {
     cashBalanceState: initialCashBalanceState,
     cashFlowState: initialCashFlowState,
     cashInCashOutState: initialCashInCashOutState,
+    cashManagementOverviewState: initialCashManagementOverviewState,
     cashPositionState: initialCashPositionState,
     chargeCardConfigState: initialChargeCardConfigState,
     chargeCardDetailState: initialChargeCardDetailState,
@@ -523,6 +527,7 @@ const entityReducers = {
     toastNotificationState: toastNotification,
     transactionActivityLogState: transactionActivityLog,
     transactionState: transaction,
+    upcomingPaymentEventState: upcomingPaymentEvent,
     userGroupsState: userGroups,
     userRoleState: userRole,
     userState: user,
@@ -561,6 +566,7 @@ const viewReducers = {
     cashBalanceState: cashBalance,
     cashFlowState: cashFlow,
     cashInCashOutState: cashInCashOut,
+    cashManagementOverviewState: cashManagementOverview,
     cashPositionState: cashPosition,
     chargeCardConfigState: chargeCardConfig,
     chargeCardDetailState: chargeCardDetail,

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/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));

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

@@ -31,10 +31,19 @@ export function fetchBatchDetailsByIds(batchIds, zeniAPI) {
 }
 export const fetchMultipleBatchDetailsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchBulkUploadBatchesSuccess.match), mergeMap((action) => {
     const batchList = action.payload.batchList;
-    const { batchDetailsById } = state$.value.expenseAutomationMissingReceiptsViewState.bulkUpload;
+    const bulkUpload = state$.value.expenseAutomationMissingReceiptsViewState.bulkUpload;
+    const { batchDetailsById, batchDetailsRevalidating } = bulkUpload;
     /** Only completed list rows may trigger batch-details API; preserve platform order. */
-    const completedBatchesMissingDetails = filterBatchListItemsForBatchDetailsFetch(batchList).filter((batch) => batchDetailsById[batch.batchId] == null);
-    const completedBatchIds = completedBatchesMissingDetails.map((batch) => batch.batchId);
+    const completedRows = filterBatchListItemsForBatchDetailsFetch(batchList);
+    /**
+     * Stale-while-revalidate: when a manual refresh has set `batchDetailsRevalidating`, refresh
+     * every completed list row (replacing entries via `storeBatchDetails` as they arrive). On a
+     * normal first fetch we still only request rows whose details are missing.
+     */
+    const candidateRows = batchDetailsRevalidating === true
+        ? completedRows
+        : completedRows.filter((batch) => batchDetailsById[batch.batchId] == null);
+    const completedBatchIds = candidateRows.map((batch) => batch.batchId);
     const batchIdsToFetch = completedBatchIds.slice(0, INITIAL_BATCH_PAGE_SIZE);
     if (batchIdsToFetch.length === 0) {
         /**
@@ -42,7 +51,6 @@ export const fetchMultipleBatchDetailsEpic = (actions$, state$, zeniAPI) => acti
          * `currentBatchId` may not appear in the filtered list but still needs `GET /batches/:id`.
          * Fall back to the single-batch-details epic so `phase` and details can resolve.
          */
-        const bulkUpload = state$.value.expenseAutomationMissingReceiptsViewState.bulkUpload;
         const currentId = bulkUpload.currentBatchId;
         if (currentId != null &&
             bulkUpload.phase === 'matching' &&
@@ -50,7 +58,15 @@ export const fetchMultipleBatchDetailsEpic = (actions$, state$, zeniAPI) => acti
             shouldFetchBatchDetailsForBatchId(bulkUpload.batchStatusById, bulkUpload.batchListByPeriod, currentId)) {
             return of(fetchBulkUploadBatchDetails());
         }
-        return EMPTY;
+        /**
+         * Close the pagination loop so the Unmatched-tab loading heuristic can settle.
+         * `fetchMoreBatchDetailsComplete` also clears `batchDetailsRevalidating` and flips
+         * `initialBatchDetailsLoaded` to true. Without this, `batchDetailsPaginationState` stays
+         * at `Not-Started` forever after a list refresh that finds zero completed rows (or all
+         * already cached) — the direct-open-Unmatched-without-upload path used to render an
+         * infinite skeleton.
+         */
+        return of(fetchMoreBatchDetailsComplete());
     }
     return concat(of(setInitialBatchDetailsLoading()), fetchBatchDetailsByIds(batchIdsToFetch, zeniAPI), of(fetchMoreBatchDetailsComplete()));
 }));