@zeniai/client-epic-state 5.0.80 → 5.0.81-beta0ND

package/lib/commonStateTypes/cacheOverrideFetchReducer.d.ts

@@ -0,0 +1,17 @@
+import { Draft, PayloadAction } from '@reduxjs/toolkit';
+/**
+ * Factory for `fetchXxx` reducers that support Pusher-driven silent refresh.
+ * When `cacheOverride=true`, fetchState and error are left untouched so the
+ * UI doesn't flash a skeleton. When `false`, `applyTo` runs the normal
+ * 'In-Progress' transition.
+ */
+export declare const createCacheOverrideFetchReducer: <TState>(applyTo: (draft: Draft<TState>) => void) => {
+    prepare: (cacheOverride?: boolean) => {
+        payload: {
+            cacheOverride: boolean;
+        };
+    };
+    reducer: (draft: Draft<TState>, action: PayloadAction<{
+        cacheOverride: boolean;
+    }>) => void;
+};

package/lib/commonStateTypes/cacheOverrideFetchReducer.js

@@ -0,0 +1,20 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.createCacheOverrideFetchReducer = void 0;
+/**
+ * Factory for `fetchXxx` reducers that support Pusher-driven silent refresh.
+ * When `cacheOverride=true`, fetchState and error are left untouched so the
+ * UI doesn't flash a skeleton. When `false`, `applyTo` runs the normal
+ * 'In-Progress' transition.
+ */
+const createCacheOverrideFetchReducer = (applyTo) => ({
+    reducer(draft, action) {
+        if (action.payload.cacheOverride !== true) {
+            applyTo(draft);
+        }
+    },
+    prepare(cacheOverride = false) {
+        return { payload: { cacheOverride } };
+    },
+});
+exports.createCacheOverrideFetchReducer = createCacheOverrideFetchReducer;

package/lib/commonStateTypes/filterPrimitives.d.ts

@@ -0,0 +1,23 @@
+/**
+ * Shared filter primitives — used by both Transaction Categorization and
+ * Spend Management filter pipelines.
+ *
+ * These types are deliberately decoupled from any specific feature group:
+ *
+ *   - `CategoryCombinationOperator` is how a `categories[]` array combines
+ *     (`AND` ⇒ every category must match; `OR` ⇒ any category matches).
+ *   - `FilterCategoryType` is the input-type tag a filter category uses to
+ *     pick its value-picker UI (text autocomplete, user picker, date range,
+ *     number range, plain dropdown).
+ *
+ * They used to be redeclared locally in both `transactionFilterHelpers.ts`
+ * and `spendManagementFilterHelpers.ts` to keep the feature groups
+ * independent. Centralising them here is consistent with Route B (which
+ * separated the *matching pipelines*, not the *shared primitive types*) and
+ * removes the maintenance trap of two identical type definitions drifting
+ * apart over time.
+ */
+/** How `categories[]` combines: AND requires every category to match, OR requires any. */
+export type CategoryCombinationOperator = 'AND' | 'OR';
+/** Input-type tag a filter category uses to pick its value-picker UI. */
+export type FilterCategoryType = 'searchAutocomplete' | 'user' | 'dateRange' | 'numberRange' | 'dropdown';

package/lib/commonStateTypes/filterPrimitives.js

@@ -0,0 +1,21 @@
+"use strict";
+/**
+ * Shared filter primitives — used by both Transaction Categorization and
+ * Spend Management filter pipelines.
+ *
+ * These types are deliberately decoupled from any specific feature group:
+ *
+ *   - `CategoryCombinationOperator` is how a `categories[]` array combines
+ *     (`AND` ⇒ every category must match; `OR` ⇒ any category matches).
+ *   - `FilterCategoryType` is the input-type tag a filter category uses to
+ *     pick its value-picker UI (text autocomplete, user picker, date range,
+ *     number range, plain dropdown).
+ *
+ * They used to be redeclared locally in both `transactionFilterHelpers.ts`
+ * and `spendManagementFilterHelpers.ts` to keep the feature groups
+ * independent. Centralising them here is consistent with Route B (which
+ * separated the *matching pipelines*, not the *shared primitive types*) and
+ * removes the maintenance trap of two identical type definitions drifting
+ * apart over time.
+ */
+Object.defineProperty(exports, "__esModule", { value: true });

package/lib/commonStateTypes/pusherActions.d.ts

@@ -0,0 +1,11 @@
+import { ChargeCardTransactionPayload } from '../entity/chargeCardTransaction/chargeCardTransactionPayload';
+import { ID } from './common';
+export declare const addChargeCardTransactionFromPusher: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    cardId: ID;
+    transaction: ChargeCardTransactionPayload;
+}, string>;
+export declare const addDeclinedChargeCardTransactionFromPusher: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    cardId: ID;
+    transaction: ChargeCardTransactionPayload;
+    declineReason?: string;
+}, string>;

package/lib/commonStateTypes/pusherActions.js

@@ -0,0 +1,6 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.addDeclinedChargeCardTransactionFromPusher = exports.addChargeCardTransactionFromPusher = void 0;
+const toolkit_1 = require("@reduxjs/toolkit");
+exports.addChargeCardTransactionFromPusher = (0, toolkit_1.createAction)('chargeCardDetail/addChargeCardTransactionFromPusher');
+exports.addDeclinedChargeCardTransactionFromPusher = (0, toolkit_1.createAction)('chargeCardDetail/addDeclinedChargeCardTransactionFromPusher');

package/lib/coreEpics.js

@@ -23,8 +23,8 @@ const fetchSubscriptionSummaryForTenantEpic_1 = require("./entity/tenant/epic/fe
 const resendVerifyDeviceOTPEpic_1 = require("./entity/tenant/epic/resendVerifyDeviceOTPEpic");
 const saveExternalConnectionEpic_1 = require("./entity/tenant/epic/saveExternalConnectionEpic");
 const sendEmailMagicLinkToUserEpic_1 = require("./entity/tenant/epic/sendEmailMagicLinkToUserEpic");
-const signInUserEpic_1 = require("./entity/tenant/epic/signInUserEpic");
 const sessionHeartbeatEpic_1 = require("./entity/tenant/epic/sessionHeartbeatEpic");
+const signInUserEpic_1 = require("./entity/tenant/epic/signInUserEpic");
 const signOutUserEpic_1 = require("./entity/tenant/epic/signOutUserEpic");
 const verifyDeviceWithTwoFAEpic_1 = require("./entity/tenant/epic/verifyDeviceWithTwoFAEpic");
 // ── Toast Notification Epic ──────────────────────────────────────────

package/lib/entity/account/accountSelector.d.ts

@@ -1,9 +1,9 @@
 import { AccountsViewParentID } from '../../commonStateTypes/accountView/nestedAccountID';
 import { ClassesViewParentID } from '../../commonStateTypes/classesView/nestedClassID';
-import { ProjectsViewParentID } from '../../commonStateTypes/projectView/projectViewParentID';
 import { AdditionalBalancesOptions } from '../../commonStateTypes/coaBalance/additionalBalances/getAdditionalBalances';
 import { COABalancesFilter } from '../../commonStateTypes/coaBalance/coaBalancesFilter';
 import { ID } from '../../commonStateTypes/common';
+import { ProjectsViewParentID } from '../../commonStateTypes/projectView/projectViewParentID';
 import { EntityOrder } from '../../commonStateTypes/selectorTypes/selectorTypes';
 import { ReportIDPlusForecastID } from '../../commonStateTypes/viewAndReport/viewAndReport';
 import { Account, AccountBase, AccountState, AccountType } from './accountState';
@@ -123,3 +123,29 @@ export declare const getAccountsOrdered: (filter: COABalancesFilter, accountStat
 export declare const getAccountsByType: (accountState: AccountState, accountTypes: AccountType[]) => Partial<Record<AccountType, Account[]>>;
 export declare const getAccountIdsForTypes: (accountState: AccountState, accountTypes: AccountType[]) => ID[];
 export declare const getAccountIdsForLabels: (accountState: AccountState, labels: string[]) => ID[];
+/**
+ * Returns all accounts currently in state (single pass over accountsByKey).
+ * Use for dropdowns that need account names and types; map to
+ * { accountId, accountName, accountType } as needed.
+ */
+export declare const getAllAccounts: (accountState: AccountState) => Account[];
+export interface AccountFilterOption {
+    accountId: ID;
+    accountName: string;
+    accountType: AccountType;
+}
+/**
+ * Partitions accounts for transaction filter dropdowns: bank/credit_card → paymentAccountNames,
+ * all other account types → categoryOptions. Use for payment_account_name and category filter options.
+ *
+ * Memoised via `createSelector` so the composite `{categoryOptions,
+ * paymentAccountNames}` keeps a stable identity across Redux dispatches that
+ * don't change account data. Without this, every consumer using
+ * `useSelector(state => getTransactionFilterAccountOptions(state.accountState))`
+ * would re-render on every dispatch (the inline call returns a fresh outer
+ * object each time, defeating reference equality).
+ */
+export declare const getTransactionFilterAccountOptions: (accountState: AccountState) => {
+    categoryOptions: AccountFilterOption[];
+    paymentAccountNames: AccountFilterOption[];
+};

package/lib/entity/account/accountSelector.js

@@ -3,9 +3,10 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
     return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.getAccountIdsForLabels = exports.getAccountIdsForTypes = exports.getAccountsByType = exports.getAccountsOrdered = exports.getAccountBase = void 0;
+exports.getTransactionFilterAccountOptions = exports.getAllAccounts = exports.getAccountIdsForLabels = exports.getAccountIdsForTypes = exports.getAccountsByType = exports.getAccountsOrdered = exports.getAccountBase = void 0;
 exports.getAccount = getAccount;
 exports.getAccountWithBalance = getAccountWithBalance;
+const toolkit_1 = require("@reduxjs/toolkit");
 const flatMap_1 = __importDefault(require("lodash/flatMap"));
 const coaBalance_1 = require("../../commonStateTypes/coaBalance/coaBalance");
 const sortBalancesByFreeRangeTotal_1 = require("../../commonStateTypes/coaBalance/sortBalancesByFreeRangeTotal");
@@ -192,3 +193,48 @@ const getAccountIdsForLabels = (accountState, labels) => {
     return allAccountIdsForLabels;
 };
 exports.getAccountIdsForLabels = getAccountIdsForLabels;
+/**
+ * Returns all accounts currently in state (single pass over accountsByKey).
+ * Use for dropdowns that need account names and types; map to
+ * { accountId, accountName, accountType } as needed.
+ */
+const getAllAccounts = (accountState) => Object.values(accountState.accountsByKey);
+exports.getAllAccounts = getAllAccounts;
+/**
+ * Partitions accounts for transaction filter dropdowns: bank/credit_card → paymentAccountNames,
+ * all other account types → categoryOptions. Use for payment_account_name and category filter options.
+ *
+ * Memoised via `createSelector` so the composite `{categoryOptions,
+ * paymentAccountNames}` keeps a stable identity across Redux dispatches that
+ * don't change account data. Without this, every consumer using
+ * `useSelector(state => getTransactionFilterAccountOptions(state.accountState))`
+ * would re-render on every dispatch (the inline call returns a fresh outer
+ * object each time, defeating reference equality).
+ */
+exports.getTransactionFilterAccountOptions = (0, toolkit_1.createSelector)(
+// Key the memo on the underlying `accountsByKey` record rather than on
+// `getAllAccounts` output: the latter returns a fresh `Object.values(...)`
+// array on every call, which would defeat reselect's reference-equality
+// check and re-run the projection on every dispatch.
+[(accountState) => accountState.accountsByKey], (accountsByKey) => {
+    const accounts = Object.values(accountsByKey);
+    const paymentAccountNames = [];
+    const categoryOptions = [];
+    for (const account of accounts) {
+        if (account.accountType == null) {
+            continue;
+        }
+        const option = {
+            accountId: account.accountId,
+            accountName: account.accountName,
+            accountType: account.accountType,
+        };
+        if ((0, accountState_1.isPaymentAccountType)(account.accountType)) {
+            paymentAccountNames.push(option);
+        }
+        else {
+            categoryOptions.push(option);
+        }
+    }
+    return { categoryOptions, paymentAccountNames };
+});

package/lib/entity/account/accountState.d.ts

@@ -1,16 +1,21 @@
 import { AccountsViewParentID } from '../../commonStateTypes/accountView/nestedAccountID';
 import { Balance } from '../../commonStateTypes/balance';
 import { ClassesViewParentID } from '../../commonStateTypes/classesView/nestedClassID';
-import { ProjectsViewParentID } from '../../commonStateTypes/projectView/projectViewParentID';
 import { COABalanceGrouped, COABalanceGroupedByPeriod } from '../../commonStateTypes/coaBalance/coaBalance';
 import { ID } from '../../commonStateTypes/common';
+import { ProjectsViewParentID } from '../../commonStateTypes/projectView/projectViewParentID';
 import { RecommendationBase } from '../../commonStateTypes/recommendationBase';
 import { Status } from '../../commonStateTypes/status';
 import { ReportIDPlusForecastID } from '../../commonStateTypes/viewAndReport/viewAndReport';
 import { ZeniUrl } from '../../zeniUrl';
+export declare const ALL_ACCOUNT_TYPES: readonly ["bank", "credit_card", "expenses", "cogs", "income", "cash_in", "cash_out", "cash_position", "other_income", "other_expense", "accounts_receivable", "other_current_assets", "fixed_assets", "other_assets", "accounts_payable", "other_current_liabilities", "long_term_liabilities", "equity", "current_liabilities", "current_assets"];
 export declare const toAccountType: (v: string) => "cash_position" | "fixed_assets" | "bank" | "credit_card" | "expenses" | "cogs" | "income" | "cash_in" | "cash_out" | "other_income" | "other_expense" | "accounts_receivable" | "other_current_assets" | "other_assets" | "accounts_payable" | "other_current_liabilities" | "long_term_liabilities" | "equity" | "current_liabilities" | "current_assets";
 export type AccountType = ReturnType<typeof toAccountType>;
 export declare const toAccountTypeStrict: (v: string | null | undefined) => AccountType | undefined;
+/** Account types used for payment-account filters (e.g. transaction filter "payment account name"). */
+export declare const PAYMENT_ACCOUNT_TYPES: readonly ["bank", "credit_card"];
+export type PaymentAccountType = (typeof PAYMENT_ACCOUNT_TYPES)[number];
+export declare function isPaymentAccountType(accountType: AccountType | undefined): accountType is PaymentAccountType;
 export type UncategorizedAccountTypes = 'expense' | 'income';
 declare const toAccountLabel: (v: string) => "prepaid_expenses" | "fixed_assets" | "uncategorized_income" | "uncategorized_expense" | "bank_charges_and_fees" | "travel_transportation" | "accrued_expenses";
 export type AccountLabel = ReturnType<typeof toAccountLabel>;

package/lib/entity/account/accountState.js

@@ -1,11 +1,12 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.toReconciliationAccountSourceStrict = exports.toReconciliationAccountSource = exports.toAccountLabelStrict = exports.toAccountTypeStrict = exports.toAccountType = void 0;
+exports.toReconciliationAccountSourceStrict = exports.toReconciliationAccountSource = exports.toAccountLabelStrict = exports.PAYMENT_ACCOUNT_TYPES = exports.toAccountTypeStrict = exports.toAccountType = exports.ALL_ACCOUNT_TYPES = void 0;
+exports.isPaymentAccountType = isPaymentAccountType;
 exports.getAccountKey = getAccountKey;
 const nestedAccountID_1 = require("../../commonStateTypes/accountView/nestedAccountID");
 const nestedClassID_1 = require("../../commonStateTypes/classesView/nestedClassID");
 const stringToUnion_1 = require("../../commonStateTypes/stringToUnion");
-const ALL_ACCOUNT_TYPES = [
+exports.ALL_ACCOUNT_TYPES = [
     'bank',
     'credit_card',
     'expenses',
@@ -27,10 +28,16 @@ const ALL_ACCOUNT_TYPES = [
     'current_liabilities',
     'current_assets',
 ];
-const toAccountType = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_ACCOUNT_TYPES);
+const toAccountType = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_ACCOUNT_TYPES);
 exports.toAccountType = toAccountType;
-const toAccountTypeStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v ?? '', ALL_ACCOUNT_TYPES);
+const toAccountTypeStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v ?? '', exports.ALL_ACCOUNT_TYPES);
 exports.toAccountTypeStrict = toAccountTypeStrict;
+/** Account types used for payment-account filters (e.g. transaction filter "payment account name"). */
+exports.PAYMENT_ACCOUNT_TYPES = ['bank', 'credit_card'];
+function isPaymentAccountType(accountType) {
+    return (accountType != null &&
+        exports.PAYMENT_ACCOUNT_TYPES.includes(accountType));
+}
 const ALL_ACCOUNT_LABELS = [
     'uncategorized_income',
     'uncategorized_expense',

package/lib/entity/account/subAccountSelector.d.ts

@@ -1,8 +1,8 @@
 import { AccountsViewParentID, NestedAccountID, NestedAccountIDHierarchy } from '../../commonStateTypes/accountView/nestedAccountID';
 import { ClassesViewParentID } from '../../commonStateTypes/classesView/nestedClassID';
-import { ProjectsViewParentID } from '../../commonStateTypes/projectView/projectViewParentID';
 import { AdditionalBalancesOptions } from '../../commonStateTypes/coaBalance/additionalBalances/getAdditionalBalances';
 import { COABalancesFilter } from '../../commonStateTypes/coaBalance/coaBalancesFilter';
+import { ProjectsViewParentID } from '../../commonStateTypes/projectView/projectViewParentID';
 import { EntityOrder } from '../../commonStateTypes/selectorTypes/selectorTypes';
 import { ReportIDPlusForecastID } from '../../commonStateTypes/viewAndReport/viewAndReport';
 import { AccountReport } from './accountSelector';

package/lib/entity/aiAccountantCustomer/aiAccountantCustomerPayload.js

@@ -22,9 +22,7 @@ const toAccuracyByModel = (accuracyPayload) => {
 const toAiAccountantEnrollment = (payload) => ({
     status: (0, aiAccountantCustomerState_1.toAiAccountantEnrollmentStatus)(payload.status),
     accuracy: toAccuracyByModel(payload.accuracy),
-    latestTraining: payload.latest_training != null
-        ? (0, zeniDayJS_1.date)(payload.latest_training)
-        : undefined,
+    latestTraining: payload.latest_training != null ? (0, zeniDayJS_1.date)(payload.latest_training) : undefined,
     latestTransactionSync: payload.latest_transaction_sync != null
         ? (0, zeniDayJS_1.date)(payload.latest_transaction_sync)
         : undefined,

package/lib/entity/aiAccountantCustomer/aiAccountantCustomerReducer.js

@@ -31,8 +31,7 @@ const aiAccountantCustomer = (0, toolkit_1.createSlice)({
                     const existing = draft.jobsByTenantId[action.payload.tenantId] ?? [];
                     const jobMap = new Map(existing.map((job) => [job.jobId, job]));
                     mappedJobs.forEach((job) => jobMap.set(job.jobId, job));
-                    draft.jobsByTenantId[action.payload.tenantId] =
-                        Array.from(jobMap.values());
+                    draft.jobsByTenantId[action.payload.tenantId] = Array.from(jobMap.values());
                 }
                 else {
                     draft.jobsByTenantId[action.payload.tenantId] = mappedJobs;

package/lib/entity/aiAccountantCustomer/aiAccountantCustomerSelector.d.ts

@@ -1,7 +1,7 @@
 import { ID } from '../../commonStateTypes/common';
+import { ZeniDate } from '../../zeniDayJS';
 import { User } from '../user/userState';
 import { UserState } from '../user/userState';
-import { ZeniDate } from '../../zeniDayJS';
 import { AiAccountantCustomerState, AiAccountantEnrollmentStatus, AiAccountantJobStatus, AiAccountantOperationType } from './aiAccountantCustomerState';
 export interface AiAccountantEnrollmentView {
     status: AiAccountantEnrollmentStatus;

package/lib/entity/chargeCard/chargeCardReducer.d.ts

@@ -1,9 +1,26 @@
-import { UpdateType } from '../../commonStateTypes/common';
+import { ID, UpdateType } from '../../commonStateTypes/common';
 import { ChargeCardState } from './chargeCard';
 import { ChargeCardPayload } from './chargeCardPayload';
 export declare const initialState: ChargeCardState;
 export declare const updateChargeCards: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[chargeCards: ChargeCardPayload[], updateType?: UpdateType | undefined], ChargeCardPayload[], "chargeCard/updateChargeCards", never, {
     updateType: UpdateType;
-}>, updateChargeCard: import("@reduxjs/toolkit").ActionCreatorWithPayload<ChargeCardPayload, "chargeCard/updateChargeCard">, removeChargeCard: import("@reduxjs/toolkit").ActionCreatorWithPayload<string, "chargeCard/removeChargeCard">, clearAllChargeCards: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"chargeCard/clearAllChargeCards">;
+}>, updateChargeCard: import("@reduxjs/toolkit").ActionCreatorWithPayload<ChargeCardPayload, "chargeCard/updateChargeCard">, updateChargeCardStatusFromPusher: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    cardId: ID;
+    cardStatus: {
+        code: string;
+        name: string;
+    };
+    isLockedByAdmin: boolean | undefined;
+}, "chargeCard/updateChargeCardStatusFromPusher">, updateChargeCardSpendingFromPusher: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    cardId: ID;
+    currencyCode: string;
+    currencySymbol: string;
+    balance?: number;
+    dailyPurchaseSpends?: number;
+    dailyWithdrawals?: number;
+    hold?: number;
+    monthlyPurchaseSpends?: number;
+    monthlyWithdrawals?: number;
+}, "chargeCard/updateChargeCardSpendingFromPusher">, removeChargeCard: import("@reduxjs/toolkit").ActionCreatorWithPayload<string, "chargeCard/removeChargeCard">, clearAllChargeCards: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"chargeCard/clearAllChargeCards">;
 declare const _default: import("redux").Reducer<ChargeCardState>;
 export default _default;

package/lib/entity/chargeCard/chargeCardReducer.js

@@ -4,9 +4,11 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.clearAllChargeCards = exports.removeChargeCard = exports.updateChargeCard = exports.updateChargeCards = exports.initialState = void 0;
+exports.clearAllChargeCards = exports.removeChargeCard = exports.updateChargeCardSpendingFromPusher = exports.updateChargeCardStatusFromPusher = exports.updateChargeCard = exports.updateChargeCards = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const assignWith_1 = __importDefault(require("lodash/assignWith"));
+const amount_1 = require("../../commonStateTypes/amount");
+const chargeCard_1 = require("./chargeCard");
 const chargeCardPayload_1 = require("./chargeCardPayload");
 exports.initialState = {
     chargeCardByID: {},
@@ -42,6 +44,37 @@ const chargeCard = (0, toolkit_1.createSlice)({
             const latestChargeCard = (0, chargeCardPayload_1.mapChargeCardPayloadToChargeCard)(action.payload);
             draft.chargeCardByID[latestChargeCard.id] = latestChargeCard;
         },
+        updateChargeCardStatusFromPusher(draft, action) {
+            const { cardId, cardStatus, isLockedByAdmin } = action.payload;
+            const card = draft.chargeCardByID[cardId];
+            if (card != null) {
+                card.status = {
+                    code: (0, chargeCard_1.toCardStatusCodeType)(cardStatus.code),
+                    name: cardStatus.name,
+                };
+                if (isLockedByAdmin !== undefined) {
+                    card.isLockedByAdmin = isLockedByAdmin;
+                }
+            }
+        },
+        updateChargeCardSpendingFromPusher(draft, action) {
+            const { cardId, currencyCode, currencySymbol } = action.payload;
+            const card = draft.chargeCardByID[cardId];
+            if (card == null) {
+                return;
+            }
+            const amt = (v) => v !== undefined ? (0, amount_1.toAmount)(v, currencyCode, currencySymbol) : undefined;
+            card.balance = amt(action.payload.balance) ?? card.balance;
+            card.hold = amt(action.payload.hold) ?? card.hold;
+            card.dailyPurchaseSpends =
+                amt(action.payload.dailyPurchaseSpends) ?? card.dailyPurchaseSpends;
+            card.monthlyPurchaseSpends =
+                amt(action.payload.monthlyPurchaseSpends) ?? card.monthlyPurchaseSpends;
+            card.dailyWithdrawals =
+                amt(action.payload.dailyWithdrawals) ?? card.dailyWithdrawals;
+            card.monthlyWithdrawals =
+                amt(action.payload.monthlyWithdrawals) ?? card.monthlyWithdrawals;
+        },
         removeChargeCard(draft, action) {
             delete draft.chargeCardByID[action.payload];
         },
@@ -50,5 +83,5 @@ const chargeCard = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = chargeCard.actions, exports.updateChargeCards = _a.updateChargeCards, exports.updateChargeCard = _a.updateChargeCard, exports.removeChargeCard = _a.removeChargeCard, exports.clearAllChargeCards = _a.clearAllChargeCards;
+_a = chargeCard.actions, exports.updateChargeCards = _a.updateChargeCards, exports.updateChargeCard = _a.updateChargeCard, exports.updateChargeCardStatusFromPusher = _a.updateChargeCardStatusFromPusher, exports.updateChargeCardSpendingFromPusher = _a.updateChargeCardSpendingFromPusher, exports.removeChargeCard = _a.removeChargeCard, exports.clearAllChargeCards = _a.clearAllChargeCards;
 exports.default = chargeCard.reducer;

package/lib/entity/chargeCardTransaction/chargeCardTransactionReducer.d.ts

@@ -5,7 +5,20 @@ export declare const initialState: ChargeCardTransactionState;
 export declare const updateChargeCardTransactions: import("@reduxjs/toolkit").ActionCreatorWithPayload<ChargeCardTransactionPayload[], "chargeCardTransaction/updateChargeCardTransactions">, updateChargeCardTransaction: import("@reduxjs/toolkit").ActionCreatorWithPayload<ChargeCardTransactionPayload, "chargeCardTransaction/updateChargeCardTransaction">, updateChargeCardTransactionAttachments: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     data: TransactionReceiptsPayload;
     transactionId: ID;
-}, "chargeCardTransaction/updateChargeCardTransactionAttachments">, removeChargeCardTransaction: import("@reduxjs/toolkit").ActionCreatorWithPayload<string, "chargeCardTransaction/removeChargeCardTransaction">, removeChargeCardTransactionAttachmentByThirdPartyTransactionId: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "chargeCardTransaction/updateChargeCardTransactionAttachments">, updateChargeCardTransactionStatusFromPusher: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    transactionId: ID;
+    transactionStatus: {
+        code: string;
+        name: string;
+    };
+}, "chargeCardTransaction/updateChargeCardTransactionStatusFromPusher">, updateChargeCardTransactionFromPusher: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    cardId: ID;
+    transaction: ChargeCardTransactionPayload;
+}, "chargeCardTransaction/updateChargeCardTransactionFromPusher">, updateChargeCardTransactionReceiptFromPusher: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    attachmentFilePaths: string[];
+    cardId: ID;
+    transactionId: ID;
+}, "chargeCardTransaction/updateChargeCardTransactionReceiptFromPusher">, removeChargeCardTransaction: import("@reduxjs/toolkit").ActionCreatorWithPayload<string, "chargeCardTransaction/removeChargeCardTransaction">, removeChargeCardTransactionAttachmentByThirdPartyTransactionId: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     attachmentFileName: string;
     thirdPartyTransactionId: ID;
 }, "chargeCardTransaction/removeChargeCardTransactionAttachmentByThirdPartyTransactionId">, clearAllChargeCardTransactions: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"chargeCardTransaction/clearAllChargeCardTransactions">;

package/lib/entity/chargeCardTransaction/chargeCardTransactionReducer.js

@@ -1,8 +1,10 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.clearAllChargeCardTransactions = exports.removeChargeCardTransactionAttachmentByThirdPartyTransactionId = exports.removeChargeCardTransaction = exports.updateChargeCardTransactionAttachments = exports.updateChargeCardTransaction = exports.updateChargeCardTransactions = exports.initialState = void 0;
+exports.clearAllChargeCardTransactions = exports.removeChargeCardTransactionAttachmentByThirdPartyTransactionId = exports.removeChargeCardTransaction = exports.updateChargeCardTransactionReceiptFromPusher = exports.updateChargeCardTransactionFromPusher = exports.updateChargeCardTransactionStatusFromPusher = exports.updateChargeCardTransactionAttachments = exports.updateChargeCardTransaction = exports.updateChargeCardTransactions = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
+const pusherActions_1 = require("../../commonStateTypes/pusherActions");
+const chargeCardTransaction_1 = require("./chargeCardTransaction");
 const chargeCardTransactionPayload_1 = require("./chargeCardTransactionPayload");
 exports.initialState = {
     chargeCardTransactionById: {},
@@ -50,10 +52,42 @@ const chargeCardTransaction = (0, toolkit_1.createSlice)({
                 }
             }
         },
+        updateChargeCardTransactionStatusFromPusher(draft, action) {
+            const { transactionId, transactionStatus } = action.payload;
+            const transaction = draft.chargeCardTransactionById[transactionId];
+            if (transaction != null) {
+                transaction.transactionStatus = {
+                    code: (0, chargeCardTransaction_1.toCardTransactionStatusCode)(transactionStatus.code),
+                    name: transactionStatus.name,
+                };
+            }
+        },
+        updateChargeCardTransactionFromPusher(draft, action) {
+            const entity = (0, chargeCardTransactionPayload_1.toChargeCardTransaction)(action.payload.transaction);
+            draft.chargeCardTransactionById[entity.id] = entity;
+        },
+        updateChargeCardTransactionReceiptFromPusher(draft, action) {
+            const { transactionId, attachmentFilePaths } = action.payload;
+            const transaction = draft.chargeCardTransactionById[transactionId];
+            if (transaction != null) {
+                transaction.attachmentFilePaths = attachmentFilePaths;
+            }
+        },
         clearAllChargeCardTransactions(draft) {
             draft.chargeCardTransactionById = {};
         },
     },
+    extraReducers: (builder) => {
+        builder
+            .addCase(pusherActions_1.addChargeCardTransactionFromPusher, (draft, action) => {
+            const entity = (0, chargeCardTransactionPayload_1.toChargeCardTransaction)(action.payload.transaction);
+            draft.chargeCardTransactionById[entity.id] = entity;
+        })
+            .addCase(pusherActions_1.addDeclinedChargeCardTransactionFromPusher, (draft, action) => {
+            const entity = (0, chargeCardTransactionPayload_1.toChargeCardTransaction)(action.payload.transaction);
+            draft.chargeCardTransactionById[entity.id] = entity;
+        });
+    },
 });
-_a = chargeCardTransaction.actions, exports.updateChargeCardTransactions = _a.updateChargeCardTransactions, exports.updateChargeCardTransaction = _a.updateChargeCardTransaction, exports.updateChargeCardTransactionAttachments = _a.updateChargeCardTransactionAttachments, exports.removeChargeCardTransaction = _a.removeChargeCardTransaction, exports.removeChargeCardTransactionAttachmentByThirdPartyTransactionId = _a.removeChargeCardTransactionAttachmentByThirdPartyTransactionId, exports.clearAllChargeCardTransactions = _a.clearAllChargeCardTransactions;
+_a = chargeCardTransaction.actions, exports.updateChargeCardTransactions = _a.updateChargeCardTransactions, exports.updateChargeCardTransaction = _a.updateChargeCardTransaction, exports.updateChargeCardTransactionAttachments = _a.updateChargeCardTransactionAttachments, exports.updateChargeCardTransactionStatusFromPusher = _a.updateChargeCardTransactionStatusFromPusher, exports.updateChargeCardTransactionFromPusher = _a.updateChargeCardTransactionFromPusher, exports.updateChargeCardTransactionReceiptFromPusher = _a.updateChargeCardTransactionReceiptFromPusher, exports.removeChargeCardTransaction = _a.removeChargeCardTransaction, exports.removeChargeCardTransactionAttachmentByThirdPartyTransactionId = _a.removeChargeCardTransactionAttachmentByThirdPartyTransactionId, exports.clearAllChargeCardTransactions = _a.clearAllChargeCardTransactions;
 exports.default = chargeCardTransaction.reducer;

package/lib/entity/class/classSelector.d.ts

@@ -5,6 +5,16 @@ import { ReportID } from '../../commonStateTypes/viewAndReport/viewAndReport';
 import { AccountState } from '../account/accountState';
 import { ClassReport } from './classSelectorTypes';
 import { Class, ClassState } from './classState';
+/**
+ * Minimal class shape consumed by filter dropdowns. Only the identity and
+ * the display label are needed — payload size and prop-type breadth are
+ * kept small so consumers can't accidentally rely on `Class` fields that
+ * the projection does not carry.
+ */
+export interface ClassFilterOption {
+    classId: ID;
+    className: string;
+}
 export declare function getClassesByIds(classState: ClassState, id: {
     classIds: ID[];
     reportId: ReportID;
@@ -20,3 +30,28 @@ export declare function getClassReport(classState: ClassState, accountState: Acc
     reportId: ReportID;
     classesViewParentId?: ClassesViewParentID;
 }, filter: COABalancesFilter): ClassReport | undefined;
+/**
+ * Returns all classes currently in state (single pass over classesByKey).
+ * Use for dropdowns that need class names; map to { classId, className } as needed.
+ */
+export declare function getAllClasses(classState: ClassState): Class[];
+/**
+ * Memoised projection of `getAllClasses` to the `{classId, className}` shape
+ * expected by filter dropdowns. Consumers should prefer this over inlining a
+ * `getAllClasses(...).map(...)` inside `useSelector`: the inline map allocates
+ * a fresh array on every Redux dispatch, breaking `useSelector`'s
+ * reference-equality optimisation and triggering re-renders on every state
+ * change unrelated to class data.
+ *
+ * Two cleanups happen here, intentionally inside the selector so every
+ * consumer benefits uniformly:
+ *   1. **Drop entries with a blank `className`.** Soft-deleted classes can
+ *      retain their classId in state while the human name is blanked, which
+ *      would otherwise render as an empty row in the filter dropdown.
+ *   2. **Dedupe by `classId`.** `classesByKey` is keyed by
+ *      `${classId}-${reportId}` (see `getClassKey`), so a class loaded under
+ *      multiple report contexts appears as multiple entries from
+ *      `Object.values(classesByKey)`. The first non-blank entry per
+ *      `classId` wins.
+ */
+export declare const getClassFilterOptions: (classState: ClassState) => ClassFilterOption[];

package/lib/entity/class/classSelector.js

@@ -3,9 +3,12 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
     return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
+exports.getClassFilterOptions = void 0;
 exports.getClassesByIds = getClassesByIds;
 exports.getClassById = getClassById;
 exports.getClassReport = getClassReport;
+exports.getAllClasses = getAllClasses;
+const toolkit_1 = require("@reduxjs/toolkit");
 const get_1 = __importDefault(require("lodash/get"));
 const coaBalance_1 = require("../../commonStateTypes/coaBalance/coaBalance");
 const accountSelector_1 = require("../account/accountSelector");
@@ -58,3 +61,50 @@ function getClassReport(classState, accountState, id, filter) {
         accounts: accountReport,
     };
 }
+/**
+ * Returns all classes currently in state (single pass over classesByKey).
+ * Use for dropdowns that need class names; map to { classId, className } as needed.
+ */
+function getAllClasses(classState) {
+    return Object.values(classState.classesByKey);
+}
+/**
+ * Memoised projection of `getAllClasses` to the `{classId, className}` shape
+ * expected by filter dropdowns. Consumers should prefer this over inlining a
+ * `getAllClasses(...).map(...)` inside `useSelector`: the inline map allocates
+ * a fresh array on every Redux dispatch, breaking `useSelector`'s
+ * reference-equality optimisation and triggering re-renders on every state
+ * change unrelated to class data.
+ *
+ * Two cleanups happen here, intentionally inside the selector so every
+ * consumer benefits uniformly:
+ *   1. **Drop entries with a blank `className`.** Soft-deleted classes can
+ *      retain their classId in state while the human name is blanked, which
+ *      would otherwise render as an empty row in the filter dropdown.
+ *   2. **Dedupe by `classId`.** `classesByKey` is keyed by
+ *      `${classId}-${reportId}` (see `getClassKey`), so a class loaded under
+ *      multiple report contexts appears as multiple entries from
+ *      `Object.values(classesByKey)`. The first non-blank entry per
+ *      `classId` wins.
+ */
+exports.getClassFilterOptions = (0, toolkit_1.createSelector)(
+// Key the memo on the underlying `classesByKey` record rather than on
+// `getAllClasses` output: the latter returns a fresh `Object.values(...)`
+// array on every call, which would defeat reselect's reference-equality
+// check and re-run the projection on every dispatch.
+[(classState) => classState.classesByKey], (classesByKey) => {
+    const classes = Object.values(classesByKey);
+    const seenClassIds = new Set();
+    const options = [];
+    for (const c of classes) {
+        if (c.classId == null || seenClassIds.has(c.classId)) {
+            continue;
+        }
+        if (c.className == null || c.className.trim() === '') {
+            continue;
+        }
+        seenClassIds.add(c.classId);
+        options.push({ classId: c.classId, className: c.className });
+    }
+    return options;
+});

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

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

package/lib/entity/paymentAccount/paymentAccountSelector.js

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