@zeniai/client-epic-state 5.1.18-betaDI11 → 5.1.18-betaDI12

package/lib/esm/index.js

@@ -173,10 +173,10 @@ import { MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLine
 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, 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 { clearStatementDateConflict, deleteAccountStatement, excludeAccountFromReconciliation, fetchReconciliation as fetchReconciliationView, includeAccountInReconciliation, parseStatement, parseStatementFailure, parseStatementSuccess, reparseStatement, reparseStatementFailure, reparseStatementSuccess, resetReparseStatementStatus, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, submitStatementUpdate, 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, updateParsedStatementData, updateStatementProcessingFailed, updateStatementUpdateLocalData, updateStatementUploadChosen, uploadAccountStatement, } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
 import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markCategoryClassRecommendationsFailureForCategorization, markTransactionAsNotMiscategorized, removeTransactionFromAllTabs, 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 { getExpenseAutomationReconciliationView, getReparseStatementStatusByAccountId, isAccountReconReport, } from './view/expenseAutomationView/selectors/reconciliationViewSelector';
 import { getExpenseAutomationTransactionView, getLastTransferEntryReplacement, } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
 import { TRANSACTION_FILTER_CATEGORIES, applyTransactionFilters, } from './view/expenseAutomationView/transactionFilterHelpers';
 import { DEFAULT_COMPLETED_SUB_TAB, toCompletedSubTab, } from './view/expenseAutomationView/types/completedSubTab';
@@ -221,7 +221,7 @@ import { getAiAgentsActivationCounts, getAiAgentsActivationPhases, getAiAgentsAc
 import { ALL_ONBOARDING_STEPS, ALL_ONBOARDING_SUB_STEPS, toOnboardingStepType, toOnboardingSubStepType, } from './view/onboardingView/customerView/onboardingCustomerViewState';
 import { fetchOpEx, fetchOpExWithForecast, updateOpExCOABalancesRange, updateOpExDownloadState, updateOpExUIState, } from './view/opEx/opExReducer';
 import { getOperatingExpensesForHighlightedRange, getOperatingExpensesForSelectedRange, getOperatingExpensesReport, getOperatingExpensesReportFetchState, getOperatingExpensesUIState, } from './view/opEx/opExSelector';
-import { clearOpExByVendorSearch, fetchOpExByVendor, fetchOpExByVendorReportForTimeframe, updateOpExByVendorAdditionalBalancesSelection, updateOpExByVendorDownloadState, updateOpExByVendorPageFetchInProgress, updateOpExByVendorPageLimit, updateOpExByVendorSearchString, updateOpExByVendorSort, updateOpExByVendorSortOrSearchInProgress, updateOpExByVendorTimeFrame, updateOpExByVendorUIState, } from './view/opExByVendor/opExByVendorReducer';
+import { clearOpExByVendorSearch, fetchOpExByVendor, fetchOpExByVendorReportForTimeframe, refreshOpExByVendorReport, updateOpExByVendorAdditionalBalancesSelection, updateOpExByVendorDownloadState, updateOpExByVendorPageFetchInProgress, updateOpExByVendorPageLimit, updateOpExByVendorSearchString, updateOpExByVendorSort, updateOpExByVendorSortOrSearchInProgress, updateOpExByVendorTimeFrame, updateOpExByVendorUIState, } from './view/opExByVendor/opExByVendorReducer';
 import { getOpExByVendorReport, getOpExByVendorUIState, getOpexVendorTimeframeKey, isOpexByVendorIDNotSpecifiedVendor, } from './view/opExByVendor/opExByVendorSelector';
 import { toOpexByVendorSortKeyType, } from './view/opExByVendor/opExByVendorState';
 import { fetchOpExClassesView, updateAccountViewMode as updateOpExAccountViewMode, updateClassesToFilterOut as updateOpExClassesToFilterOut, updateOpExClassesViewUIState, } from './view/opExClassesView/opExClassesViewReducer';
@@ -244,7 +244,7 @@ import { getProfitAndLossProjectView } from './view/profitAndLossProjectView/pro
 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 { DEFAULT_REFERRER_AMOUNT, 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';
 import { fetchReimbursementCard } from './view/reimbursementCard/reimbursementCardReducer';
@@ -462,7 +462,7 @@ export {
 // Bulk Upload Types
 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, 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, getLastTransferEntryReplacement, 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, };
+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, getLastTransferEntryReplacement, updateFluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, getExpenseAutomationReconciliationView, getReparseStatementStatusByAccountId, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, getAccountReconByAccountIdAndSelectedPeriod, toReconciliationTabsType, isAccountReconReport, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, updateStatementProcessingFailed, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, toReconciliationAccountSource, deleteAccountStatement, uploadAccountStatement, parseStatement, parseStatementSuccess, parseStatementFailure, reparseStatement, reparseStatementSuccess, reparseStatementFailure, resetReparseStatementStatus, updateParsedStatementData, updateNodeCollapseState, updateStatementUploadChosen, submitStatementUpdate, clearStatementDateConflict, updateStatementUpdateLocalData, 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, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, resetCreateTransferEntryStatus, clearTransferEntryRouteReplacement, fetchAccountsForTransferFlow, removeTransactionFromAllTabs, clearExpenseAutomationTransactionsView, toTransactionsSortKey, };
 export { TOP_EX_TIME_PERIODS };
 export { toTimeframeTick, mapTimePeriodtoTimeframeTick, toTimePeriod, toAbsoluteDay, toMonthYearPeriodId, convertToPeriod, };
@@ -479,7 +479,7 @@ export { getCardBalance, fetchCardBalance, updateStatementCloseDay, };
 export { getCashBalance, fetchCashBalance };
 export { fetchBillPayCard, fetchReimbursementCard };
 export { fetchOpEx, updateOpExCOABalancesRange, updateOpExDownloadState, updateOpExUIState, getOperatingExpensesReportFetchState, getOperatingExpensesReport, getOperatingExpensesUIState, getOperatingExpensesForSelectedRange, getOperatingExpensesForHighlightedRange, fetchOpExWithForecast, };
-export { fetchOpExByVendor, fetchOpExByVendorReportForTimeframe, updateOpExByVendorTimeFrame, updateOpExByVendorUIState, getOpExByVendorReport, getOpExByVendorUIState, updateOpExByVendorAdditionalBalancesSelection, updateOpExByVendorSearchString, updateOpExByVendorSort, updateOpExByVendorPageFetchInProgress, updateOpExByVendorSortOrSearchInProgress, updateOpExByVendorDownloadState, clearOpExByVendorSearch, updateOpExByVendorPageLimit, toOpexByVendorSortKeyType, getOpexVendorTimeframeKey, isOpexByVendorIDNotSpecifiedVendor, };
+export { fetchOpExByVendor, fetchOpExByVendorReportForTimeframe, refreshOpExByVendorReport, updateOpExByVendorTimeFrame, updateOpExByVendorUIState, getOpExByVendorReport, getOpExByVendorUIState, updateOpExByVendorAdditionalBalancesSelection, updateOpExByVendorSearchString, updateOpExByVendorSort, updateOpExByVendorPageFetchInProgress, updateOpExByVendorSortOrSearchInProgress, updateOpExByVendorDownloadState, clearOpExByVendorSearch, updateOpExByVendorPageLimit, toOpexByVendorSortKeyType, getOpexVendorTimeframeKey, isOpexByVendorIDNotSpecifiedVendor, };
 export { fetchOpExClassesView, updateOpExAccountViewMode, updateOpExClassesToFilterOut, updateOpExClassesViewUIState, getOpExClassesView, getOpExClassesViewForHighlightedRange, getOpExClassesViewForSelectedRange, isOpExClassesViewSectionID, isOpExClassesViewCalculatedSectionID, };
 export { fetchNetBurnOrIncomeClassesView, updateNetBurnOrIncomeAccountViewMode, updateNetBurnOrIncomeClassesToFilterOut, updateNetBurnOrIncomeClassesViewUIState, getNetBurnOrIncomeClassesView, getNetBurnOrIncomeClassesViewForHighlightedRange, getNetBurnOrIncomeClassesViewForSelectedRange, isNetBurnOrIncomeClassesViewSectionID, isNetBurnOrIncomeClassesViewCalculatedSectionID, };
 export { fetchNetBurnOrIncome, updateNetBurnOrIncomeUIState, fetchNetBurnOrIncomeWithForecast, updateNetBurnOrIncomeCOABalancesRange, updateNetBurnOrIncomeDownloadState, getNetBurnOrIncomeReport, getNetBurnOrIncomeForSelectedRange, getNetBurnOrIncomeForHighlightedRange, getNetBurnOrIncomeUIState, getNetBurnOrIncomeReportFetchState, isNetBurnOrIncomeReportViewCalculatedSectionID, isNetBurnOrIncomeReportViewSectionID, };
@@ -643,7 +643,7 @@ export { toNotificationModeStrict, updateCommentsNotifications, updateCommentsNo
 export { toNotificationSubTabTypeStrict, toNotificationTabTypeStrict, fetchNotificationView, fetchNotificationUnreadCount, fetchNotificationUnreadCountSuccess, updateNotificationViewAllNotificationsStatus, updateNotificationViewNotificationStatus, updateNotificationViewTabState, updateNotificationViewCurrentTabAndSubTab, updateNotificationViewSubTab, updateNotificationViewUIState, getNotificationView, getExternalNotificationsForSelectedSubTab, getNotificationsForSelectedSubTab, };
 export { clearFeatureNotificationView, fetchRegisteredInterests, notifyMeForFeature, getFeatureNotificationView, getRegisteredInterests, getRegisteredInterestsByFeature, isFeatureInterestRegistered, };
 export { pushToastNotification, getLastNotificationTime, getNotifications, };
-export { getReferralListView, getInviteFormView, toReferralListViewSortKeyType, StatusTypes, AmountStatusTypes, fetchReferrals, sendReferralInvite, clearReferrals, saveReferralFormDataInLocalStore, updateReferralListSortUiState, resendReferralInvite, fetchRewardsPlan, getRewardsPlanCard, updateReferViewed, };
+export { getReferralListView, getInviteFormView, toReferralListViewSortKeyType, StatusTypes, AmountStatusTypes, DEFAULT_REFERRER_AMOUNT, fetchReferrals, sendReferralInvite, clearReferrals, saveReferralFormDataInLocalStore, updateReferralListSortUiState, resendReferralInvite, fetchRewardsPlan, getRewardsPlanCard, updateReferViewed, };
 export { ALL_WEEK_DAYS, SEMI_WEEKLY_REQUIRED_DAYS_COUNT, getMinAllowedEndDate, getRecurringEndDateFromCount, toDayOfWeek, toRecurringFrequency, };
 export { fetchCockpitContext, fetchCompanyTaskManagerView, fetchTaskManagerMetrics, getCompanyTaskManagerView, createTaskFromTaskGroupTemplate, };
 export { fetchInternationalVerificationForm, submitInternationalVerificationForm, updateVerificationFormLocalData, getIntlWireVerificationView, };
@@ -656,8 +656,8 @@ export { clearAllAiAccountantCustomers, updateAiAccountantCustomers, updateAiAcc
 export { getAiAccountantCustomers, getAiAccountantJobsByTenantId, } from './entity/aiAccountantCustomer/aiAccountantCustomerSelector';
 export { cancelAiAccountantOnboarding, clearAiAccountantView, fetchAiAccountantCustomers, fetchAiAccountantJobs, setSelectedTenantIdsForJobTrigger, triggerAiAccountantJob, updateAiAccountantUIState, } from './view/aiAccountantView/aiAccountantViewReducer';
 export { getAiAccountantCockpitView, } from './view/aiAccountantView/aiAccountantViewSelector';
-export { fetchChatSessionsForUser, createSession, submitQuestion, updateAiCfoViewScrollPosition, updateCurrentInput, updateCotCollapsedState, clearInput, setSession, clearAiCfoView, clearCurrentSessionId, clearDeleteChatSessionStatus, clearLastContextMessage, createSessionAndSubmit, stopSubmit, stopSubmitQuestion, fetchChatHistory, acceptMasterTOS, deleteChatSession, updateResponseState, fetchSuggestedQuestions, fetchSuggestedQuestionsSuccess, fetchSuggestedQuestionsFailure, applyAiCfoSidePanelHostPageTransition, clearAiCfoSidePanelHostPageContext, } from './view/aiCfoView/aiCfoViewReducer';
-export { getAiCfoView, getSuggestedQuestionsForPageContext, } from './view/aiCfoView/aiCfoViewSelector';
+export { fetchChatSessionsForUser, createSession, submitQuestion, updateAiCfoViewScrollPosition, updateCurrentInput, updateCotCollapsedState, clearInput, setSession, clearAiCfoView, clearCurrentSessionId, clearDeleteChatSessionStatus, clearLastContextMessage, createSessionAndSubmit, stopSubmit, stopSubmitQuestion, fetchChatHistory, acceptMasterTOS, deleteChatSession, updateResponseState, fetchSuggestedQuestions, fetchSuggestedQuestionsSuccess, fetchSuggestedQuestionsFailure, fetchSkills, fetchSkillsSuccess, fetchSkillsFailure, applyAiCfoSidePanelHostPageTransition, clearAiCfoSidePanelHostPageContext, } from './view/aiCfoView/aiCfoViewReducer';
+export { getAiCfoView, getSuggestedQuestionsForPageContext, getSkills, } from './view/aiCfoView/aiCfoViewSelector';
 export { setNewSession, setSessions, updateAiCfoAnswerCardPolicyWizardPlan, upsertAnswerPayload, upsertOrAddQuestionAnswerPayload, addQuestionPayload, clearSession, clearAiCfo, toAiCfoVisualization, appendSyntheticAiCfoAnswer, updateSyntheticAiCfoAnswer, removeSyntheticAiCfoAnswer, clearSyntheticAiCfoAnswers, } from './entity/aiCfo/aiCfoReducer';
 export { getAllQuestionAnswersForChatSession, getQuestionAnswerByIdForChatSession, getAllQuestionsForChatSession, getAiCfoSelectorView, getSyntheticAiCfoAnswersForChatSession, getSyntheticAiCfoAnswerByQuestionAnswerId, } from './entity/aiCfo/aiCfoSelector';
 export { ALL_AI_CFO_CHARTS_TYPES, ALL_AI_CFO_VISUALIZATION_TYPES, ALL_AI_CFO_ANSWER_STATE_TYPES, ALL_AI_CFO_ANSWER_RESPONSE_TYPES, ALL_INTERACTIVE_FORM_TYPES, toAiCfoVisualizationType, toAiCfoVisualizationTypeStrict, toAiCfoChartType, toAiCfoChartTypeStrict, toAiCfoAnswerStateType, toAiCfoAnswerStateTypeStrict, toAiCfoAnswerResponseType, toAiCfoAnswerResponseTypeStrict, toInteractiveFormType, toInteractiveFormTypeStrict, ALL_SYNTHETIC_AI_CFO_ANSWER_KINDS, toMessageSender, toMessageType, } from './entity/aiCfo/aiCfoState';

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

@@ -47,6 +47,7 @@ export const initialAiCfoViewState = {
     responseStateByChatSessionId: {},
     stopSubmitStateByChatSessionId: {},
     suggestedQuestionsByPageContext: {},
+    skills: { fetchState: 'Not-Started', error: undefined, skills: [] },
 };
 const aiCfoView = createSlice({
     name: 'aiCfoView',
@@ -62,7 +63,7 @@ const aiCfoView = createSlice({
                     answer: { fetchState: 'In-Progress', error: undefined },
                 };
             },
-            prepare(sessionId, questionAnswerId, userId, questionId, createdAt, question, files) {
+            prepare(sessionId, questionAnswerId, userId, questionId, createdAt, question, files, macroId) {
                 return {
                     payload: {
                         sessionId,
@@ -72,6 +73,7 @@ const aiCfoView = createSlice({
                         createdAt,
                         question,
                         files,
+                        macroId,
                     },
                 };
             },
@@ -222,7 +224,7 @@ const aiCfoView = createSlice({
                 draft.createSessionAndSubmitState.fetchState = 'In-Progress';
                 draft.createSessionAndSubmitState.error = undefined;
             },
-            prepare(agentId, userId, questionAnswerId, questionId, createdAt, question, files, pageContext) {
+            prepare(agentId, userId, questionAnswerId, questionId, createdAt, question, files, pageContext, macroId) {
                 return {
                     payload: {
                         agentId,
@@ -233,6 +235,7 @@ const aiCfoView = createSlice({
                         question,
                         files,
                         pageContext,
+                        macroId,
                     },
                 };
             },
@@ -445,6 +448,29 @@ const aiCfoView = createSlice({
                 error,
             };
         },
+        fetchSkills(draft) {
+            // Optional-chain: persisted/rehydrated state from before this slice existed
+            // may have no `skills`, so don't assume draft.skills is set.
+            draft.skills = {
+                fetchState: 'In-Progress',
+                error: undefined,
+                skills: draft.skills?.skills ?? [],
+            };
+        },
+        fetchSkillsSuccess(draft, action) {
+            draft.skills = {
+                fetchState: 'Completed',
+                error: undefined,
+                skills: action.payload.skills,
+            };
+        },
+        fetchSkillsFailure(draft, action) {
+            draft.skills = {
+                fetchState: 'Error',
+                error: action.payload,
+                skills: draft.skills?.skills ?? [],
+            };
+        },
         clearAiCfoView(draft) {
             Object.assign(draft, initialAiCfoViewState);
         },
@@ -455,5 +481,5 @@ const aiCfoView = createSlice({
         },
     },
 });
-export const { submitQuestion, submitQuestionSuccess, submitQuestionFailure, updateResponseState, updateAiCfoViewScrollPosition, updateCurrentInput, clearInput, setSession, createSession, createSessionSuccess, createSessionFailure, createSessionAndSubmit, initializeNewSessionState, createSessionAndSubmitSuccess, createSessionAndSubmitFailure, fetchChatSessionsForUser, fetchChatSessionsForUserSuccess, fetchChatSessionsForUserFailure, fetchChatHistory, fetchChatHistorySuccess, fetchChatHistoryFailure, clearCurrentSessionId, clearLastContextMessage, stopSubmit, stopSubmitSuccess, stopSubmitFailure, stopSubmitQuestion, stopSubmitQuestionSuccess, stopSubmitQuestionFailure, acceptMasterTOS, acceptMasterTOSSuccess, acceptMasterTOSFailure, deleteChatSession, deleteChatSessionSuccess, deleteChatSessionFailure, clearDeleteChatSessionStatus, clearAiCfoView, updateCotCollapsedState, fetchSuggestedQuestions, fetchSuggestedQuestionsSuccess, fetchSuggestedQuestionsFailure, applyAiCfoSidePanelHostPageTransition, clearAiCfoSidePanelHostPageContext, } = aiCfoView.actions;
+export const { submitQuestion, submitQuestionSuccess, submitQuestionFailure, updateResponseState, updateAiCfoViewScrollPosition, updateCurrentInput, clearInput, setSession, createSession, createSessionSuccess, createSessionFailure, createSessionAndSubmit, initializeNewSessionState, createSessionAndSubmitSuccess, createSessionAndSubmitFailure, fetchChatSessionsForUser, fetchChatSessionsForUserSuccess, fetchChatSessionsForUserFailure, fetchChatHistory, fetchChatHistorySuccess, fetchChatHistoryFailure, clearCurrentSessionId, clearLastContextMessage, stopSubmit, stopSubmitSuccess, stopSubmitFailure, stopSubmitQuestion, stopSubmitQuestionSuccess, stopSubmitQuestionFailure, acceptMasterTOS, acceptMasterTOSSuccess, acceptMasterTOSFailure, deleteChatSession, deleteChatSessionSuccess, deleteChatSessionFailure, clearDeleteChatSessionStatus, clearAiCfoView, updateCotCollapsedState, fetchSuggestedQuestions, fetchSuggestedQuestionsSuccess, fetchSuggestedQuestionsFailure, fetchSkills, fetchSkillsSuccess, fetchSkillsFailure, applyAiCfoSidePanelHostPageTransition, clearAiCfoSidePanelHostPageContext, } = aiCfoView.actions;
 export default aiCfoView.reducer;

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

@@ -22,3 +22,14 @@ export const getAiCfoView = (state) => {
 export function getSuggestedQuestionsForPageContext(state, pageContext) {
     return state.aiCfoViewState?.suggestedQuestionsByPageContext?.[pageContext];
 }
+// Stable fallback so getSkills returns a referentially-stable object when skills
+// state is absent — a fresh literal each call would defeat useSelector identity
+// checks and cause needless re-renders.
+const EMPTY_SKILLS_STATE = {
+    fetchState: 'Not-Started',
+    error: undefined,
+    skills: [],
+};
+export function getSkills(state) {
+    return state.aiCfoViewState?.skills ?? EMPTY_SKILLS_STATE;
+}

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

@@ -66,7 +66,7 @@ function waitForChannelSubscription(pusherInstance, channelName, timeoutMs = 500
     }));
 }
 export const createSessionAndSubmitEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(createSessionAndSubmit.match), switchMap((action) => {
-    const { agentId, userId, questionAnswerId, questionId, createdAt, question, files, pageContext, } = action.payload;
+    const { agentId, userId, questionAnswerId, questionId, createdAt, question, files, pageContext, macroId, } = action.payload;
     const payload = {
         agent_id: agentId,
         ...(pageContext != null && { page_context: pageContext }),
@@ -113,7 +113,7 @@ export const createSessionAndSubmitEpic = (actions$, _state$, zeniAPI) => action
                 // This allows fetchChatHistory to run after the question is submitted
                 of(createSessionAndSubmitSuccess(), 
                 // Submit the question after handlers are bound
-                submitQuestion(sessionId, questionAnswerId, userId, questionId, createdAt, question, files), 
+                submitQuestion(sessionId, questionAnswerId, userId, questionId, createdAt, question, files, macroId), 
                 // Add question payload optimistically after submitQuestion (matches original order)
                 // This is idempotent - won't create duplicates if called multiple times
                 // submitQuestionEpic will find the question already exists and only update the response

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

@@ -0,0 +1,34 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
+import { fetchSkills, fetchSkillsFailure, fetchSkillsSuccess, } from '../aiCfoViewReducer';
+const toSkill = (s) => ({
+    macroId: s.macro_id,
+    name: s.name,
+    displayName: s.display_name,
+    description: s.description,
+    semver: s.semver,
+    parameterHints: s.parameter_hints,
+    hasScripts: s.has_scripts,
+});
+/** GET {aiCfoMicroServiceBaseUrl}/1.0/skills — chat-visible skills for the `/` menu. */
+export const fetchSkillsEpic = (actions$, 
+// state$ intentionally unused: the `/` menu dispatches this once per slash-entry
+// (the composer dedupes), so we always re-fetch the (small, singleton) list.
+_state$, zeniAPI) => actions$.pipe(filter(fetchSkills.match), 
+// switchMap: a singleton list endpoint with no key — cancel any in-flight
+// fetch so the latest dispatch wins (no racing writes to `skills`).
+switchMap(() => {
+    // aiCfoMicroServiceBaseUrl already targets the chat service (it serves the
+    // /1.0/agents/{id} submit route too); /1.0/skills lives on the same service.
+    const url = `${zeniAPI.apiEndPoints.aiCfoMicroServiceBaseUrl}/1.0/skills`;
+    return zeniAPI.getJSON(url).pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            // Guard the array: a malformed 2xx body without `skills` must not crash .map.
+            return of(fetchSkillsSuccess({
+                skills: (response.data.skills ?? []).map(toSkill),
+            }));
+        }
+        return of(fetchSkillsFailure(response.status));
+    }), catchError((error) => of(fetchSkillsFailure(createZeniAPIStatus('Unexpected Error', 'Fetch skills REST API call failed', error instanceof Error ? { message: error.message } : undefined)))));
+}));

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

@@ -4,7 +4,7 @@ import { upsertOrAddQuestionAnswerPayload } from '../../../entity/aiCfo/aiCfoRed
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { submitQuestion, submitQuestionFailure, submitQuestionSuccess, } from '../aiCfoViewReducer';
 export const submitQuestionEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(submitQuestion.match), mergeMap((action) => {
-    const { questionAnswerId, userId, sessionId, questionId, createdAt, question, files, } = action.payload;
+    const { questionAnswerId, userId, sessionId, questionId, createdAt, question, files, macroId, } = action.payload;
     const { aiCfoViewState } = state$.value;
     const { uiState } = aiCfoViewState;
     const agentId = uiState.agentId;
@@ -17,15 +17,21 @@ export const submitQuestionEpic = (actions$, state$, zeniAPI) => actions$.pipe(f
         const formData = new FormData();
         formData.append('chat_session_id', sessionId);
         formData.append('message', question);
+        if (macroId != null) {
+            formData.append('macro_id', macroId);
+        }
         for (const file of files) {
             formData.append('files', file, file.name);
         }
         apiCall = zeniAPI.postFormData(endpoint, formData);
     }
     else {
+        // `message` is the display token (e.g. "/flux"); `macro_id` tells the chat
+        // service to expand the skill's instructions as the actual agent prompt.
         apiCall = zeniAPI.postAndGetJSON(endpoint, {
             chat_session_id: sessionId,
             message: question,
+            ...(macroId != null && { macro_id: macroId }),
         });
     }
     return apiCall.pipe(mergeMap((response) => {

package/lib/esm/view/expenseAutomationView/epics/accountRecon/parseStatementEpic.js

@@ -0,0 +1,34 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { transformParseStatementPayloadToState, } from '../../payload/reconciliationPayload';
+import { parseStatement, parseStatementFailure, parseStatementSuccess, updateParsedStatementData, } from '../../reducers/reconciliationViewReducer';
+export const parseStatementEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(parseStatement.match), switchMap((action) => {
+    const { accountId, selectedPeriod, statementUploadId } = action.payload;
+    const parseStatementApi$ = zeniAPI.getJSON(`${zeniAPI.apiEndPoints.reconciliationMicroServiceBaseUrl}/2.0/statement-uploads/${statementUploadId}`);
+    return parseStatementApi$.pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) === true && response.data != null) {
+            const actions = [];
+            const transformedData = transformParseStatementPayloadToState(response.data);
+            actions.push(updateParsedStatementData({
+                accountId,
+                selectedPeriod,
+                parsedStatementData: transformedData,
+            }));
+            actions.push(parseStatementSuccess({ accountId, selectedPeriod }));
+            return from(actions);
+        }
+        else {
+            return of(parseStatementFailure({
+                accountId,
+                selectedPeriod,
+                error: response.status,
+            }));
+        }
+    }), catchError((error) => of(parseStatementFailure({
+        accountId,
+        selectedPeriod,
+        error: createZeniAPIStatus('Unexpected Error', 'Parse Statement REST API call errored out ' +
+            (error instanceof Error ? error.message : String(error))),
+    }))));
+}));

package/lib/esm/view/expenseAutomationView/epics/accountRecon/reparseStatementEpic.js

@@ -0,0 +1,31 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { updateAccountReconReparseStatement } from '../../../../entity/accountRecon/accountReconReducer';
+import { toAccountReconKey } from '../../../../entity/accountRecon/accountReconState';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { reparseStatement, reparseStatementFailure, reparseStatementSuccess, } from '../../reducers/reconciliationViewReducer';
+export const reparseStatementEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(reparseStatement.match), switchMap((action) => {
+    const { accountId, selectedPeriod, statementUploadId } = action.payload;
+    const reparseStatementApi$ = zeniAPI.postAndGetJSON(`${zeniAPI.apiEndPoints.reconciliationMicroServiceBaseUrl}/1.0/reconciliation/statements/${statementUploadId}/reparse`);
+    return reparseStatementApi$.pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) === true && response.data != null) {
+            const accountReconKey = toAccountReconKey(accountId, selectedPeriod);
+            return from([
+                updateAccountReconReparseStatement(accountReconKey, response.data),
+                reparseStatementSuccess({ accountId, selectedPeriod }),
+            ]);
+        }
+        else {
+            return of(reparseStatementFailure({
+                accountId,
+                selectedPeriod,
+                error: response.status,
+            }));
+        }
+    }), catchError((error) => of(reparseStatementFailure({
+        accountId,
+        selectedPeriod,
+        error: createZeniAPIStatus('Unexpected Error', 'Reparse Statement REST API call errored out ' +
+            (error instanceof Error ? error.message : String(error))),
+    }))));
+}));

package/lib/esm/view/expenseAutomationView/epics/accountRecon/updateStatementInfoEpic.js

@@ -0,0 +1,57 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { toMonthYearPeriodId } from '../../../../commonStateTypes/timePeriod';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { isStatementDateConflictResponse, toStatementUpdateRequestBody, transformStatementDateConflictToState, transformUpdateStatementInfoPayloadToState, } from '../../payload/reconciliationPayload';
+import { submitStatementUpdate, submitStatementUpdateFailure, submitStatementUpdateSuccess, updateParsedStatementData, } from '../../reducers/reconciliationViewReducer';
+export const updateStatementInfoEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(submitStatementUpdate.match), switchMap((action) => {
+    const { accountId, selectedPeriod, statementUploadId } = action.payload;
+    const state = state$.value;
+    const reconciliationView = state.expenseAutomationReconciliationViewState;
+    const accountRecon = reconciliationView.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
+    const localData = accountRecon?.localData?.statementUpdateLocalData;
+    if (!localData) {
+        return of(submitStatementUpdateFailure({
+            accountId,
+            selectedPeriod,
+            error: createZeniAPIStatus('Missing Data', 'No statement update data found'),
+        }));
+    }
+    const hasInvalidUpdates = localData.statementTransactions.updated.some((txn) => txn.statementTransactionId == null);
+    if (hasInvalidUpdates) {
+        return of(submitStatementUpdateFailure({
+            accountId,
+            selectedPeriod,
+            error: createZeniAPIStatus('Invalid Data', 'One or more edited transactions are missing statement transaction ids'),
+        }));
+    }
+    const body = toStatementUpdateRequestBody(localData);
+    const updateStatementApi$ = zeniAPI.putAndGetJSON(`${zeniAPI.apiEndPoints.reconciliationMicroServiceBaseUrl}/2.0/statement-uploads/${statementUploadId}`, body);
+    return updateStatementApi$.pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) === true && response.data != null) {
+            const parsedStatementData = transformUpdateStatementInfoPayloadToState(response.data);
+            return of(updateParsedStatementData({
+                accountId,
+                selectedPeriod,
+                parsedStatementData,
+            }), submitStatementUpdateSuccess({
+                accountId,
+                selectedPeriod,
+            }));
+        }
+        const dateConflict = isStatementDateConflictResponse(response)
+            ? transformStatementDateConflictToState(response)
+            : null;
+        return of(submitStatementUpdateFailure({
+            accountId,
+            selectedPeriod,
+            error: response.status,
+            dateConflict,
+        }));
+    }), catchError((error) => of(submitStatementUpdateFailure({
+        accountId,
+        selectedPeriod,
+        error: createZeniAPIStatus('Unexpected Error', 'Update Statement REST API call errored out ' +
+            (error instanceof Error ? error.message : String(error))),
+    }))));
+}));

package/lib/esm/view/expenseAutomationView/epics/fluxAnalysis/fetchFluxAnalysisViewEpic.js

@@ -59,6 +59,7 @@ export const fetchFluxAnalysisViewEpic = (actions$, state$, zeniAPI) => actions$
                         selectedPeriod: monthAndYear,
                         fetchReimbursement,
                         keepExistingListItems,
+                        status: response.data?.status,
                     }));
                 }
                 return from(updateActions);

package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationEpic.js

@@ -1,5 +1,5 @@
-import { from, of } from 'rxjs';
-import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { EMPTY, from, of } from 'rxjs';
+import { catchError, filter, groupBy, mergeMap, switchMap } from 'rxjs/operators';
 import { toString } from '../../../../commonStateTypes/timePeriod';
 import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
 import { updateTransactions } from '../../../../entity/transaction/transactionReducer';
@@ -8,11 +8,15 @@ import { getLineItemsByTransactionsIdsFromResponse } from '../../helpers/transac
 import { fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationSuccess, initializeTransactionCategorizationViewLocalData, resetOtherTabsFetchState, updateParentTotalCountForTab, updateTotalCountForTransactionCategorization, updateTransactionCategorizationUIState, } from '../../reducers/transactionsViewReducer';
 import { DEFAULT_COMPLETED_SUB_TAB } from '../../types/completedSubTab';
 import { TRANSACTIONS_TABS, toTransactionsSortKey, } from '../../types/transactionsViewState';
-export const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchTransactionCategorization.match), switchMap((action) => {
+export const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchTransactionCategorization.match), 
+// Per-tab switchMap: cancels in-flight requests for the same tab on a new
+// request, but allows both tabs to fetch concurrently (e.g. dual search).
+groupBy((action) => action.payload.selectedTab), mergeMap((group$) => group$.pipe(switchMap((action) => {
     const { expenseAutomationViewState: { selectedPeriodByTenantId }, expenseAutomationTransactionsViewState, } = state$.value;
     const { period, keepExistingListItems, selectedTab, refreshViewInBackground, } = action.payload;
     const uiState = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTab].uiState;
     const { pageToken, sortOrder, sortKey } = uiState;
+    const requestSearchString = uiState.searchString;
     const currentTenant = getCurrentTenant(state$.value);
     const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
     const queryParam = {
@@ -24,6 +28,10 @@ export const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) =>
         page_token: pageToken,
         page_size: 25,
         search_text: uiState.searchString,
+        // Always scope to the active tab's auto_categorized status;
+        // cross-status search (omit or true) is reserved for Receipts
+        // manual-match.
+        search_all_statuses: false,
         sub_tab: selectedTab === 'autoCategorized'
             ? expenseAutomationTransactionsViewState.selectedTransactionCategorizationCompletedSubTab
             : DEFAULT_COMPLETED_SUB_TAB,
@@ -31,15 +39,37 @@ export const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) =>
     return zeniAPI
         .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
         .pipe(mergeMap((response) => {
+        // Stale-response guard: if search was cleared while this
+        // request was in-flight (restoreFullDatasetSnapshot ran),
+        // discard results and errors to avoid overwriting the restored
+        // IDs/counts or marking the tab as Error. Covers both the
+        // success and failure branches. switchMap only cancels on a new
+        // fetchTransactionCategorization for the same tab; restore
+        // doesn't dispatch one, so we guard here instead.
+        const currentSearchString = state$.value.expenseAutomationTransactionsViewState
+            .transactionCategorizationView[selectedTab].uiState
+            .searchString;
+        if (currentSearchString !== requestSearchString) {
+            return EMPTY;
+        }
         if (isSuccessResponse(response) && response.data != null) {
             const updateActions = [];
             updateActions.push(updateTransactions(response.data.transactions, (value) => value.transaction_id, 'merge'));
             const transactionIds = response.data.transactions.map((transaction) => transaction.transaction_id);
             const lineItemsByTransactionIds = getLineItemsByTransactionsIdsFromResponse(response.data.transactions);
+            // Only propagate the fields the response provides (pageToken).
+            // Do NOT spread the captured uiState — that would re-apply
+            // searchString/sortKey/etc. from request-start and overwrite
+            // any state changes made during the in-flight request (e.g.
+            // user clearing search triggers restoreFullDatasetSnapshot
+            // before this response lands).
+            // pageToken is also set by saveTransactionCategorizationLocalData
+            // via initializeTransactionCategorizationViewLocalDataEpic, so
+            // null values are handled correctly there regardless of the
+            // != null guard in updateTransactionCategorizationUIState.
             updateActions.push(updateTransactionCategorizationUIState({
                 selectedTab,
                 uiState: {
-                    ...uiState,
                     pageToken: response.data.next_page_token ?? null,
                 },
             }));
@@ -73,10 +103,18 @@ export const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) =>
                 status: response.status,
             }));
         }
-    }), catchError((error) => of(fetchTransactionCategorizationFailure({
-        selectedPeriod,
-        selectedTab,
-        status: createZeniAPIStatus('Unexpected Error', 'fetch Transaction Categorization REST API call errored out' +
-            JSON.stringify(error)),
-    }))));
-}));
+    }), catchError((error) => {
+        const currentSearchString = state$.value.expenseAutomationTransactionsViewState
+            .transactionCategorizationView[selectedTab].uiState
+            .searchString;
+        if (currentSearchString !== requestSearchString) {
+            return EMPTY;
+        }
+        return of(fetchTransactionCategorizationFailure({
+            selectedPeriod,
+            selectedTab,
+            status: createZeniAPIStatus('Unexpected Error', 'fetch Transaction Categorization REST API call errored out' +
+                JSON.stringify(error)),
+        }));
+    }));
+}))));

package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic.js

@@ -7,6 +7,7 @@ import { fetchClassList } from '../../../classList/classListReducer';
 import { fetchOwnerList } from '../../../ownerList/ownerListReducer';
 import { fetchProjectList } from '../../../projectList/projectListReducer';
 import { fetchTransactionCategorization, fetchTransactionCategorizationView, } from '../../reducers/transactionsViewReducer';
+import { TRANSACTIONS_TABS } from '../../types/transactionsViewState';
 export const fetchTransactionCategorizationViewEpic = (actions$, state$) => actions$.pipe(filter(fetchTransactionCategorizationView.match), mergeMap((action) => {
     const { selectedTab, cacheOverride, keepExistingListItems, pageToken, period, refreshViewInBackground, searchString, resetListItems, isUncategorizedExpenseCategoryEnabled, } = action.payload;
     const updateActions = [];
@@ -16,8 +17,8 @@ export const fetchTransactionCategorizationViewEpic = (actions$, state$) => acti
         month: period.start.month,
         year: period.start.year,
     };
-    const transactionIds = transactionIdsBySelectedPeriod[toMonthYearPeriodId(monthYearPeriod)] ??
-        [];
+    const periodId = toMonthYearPeriodId(monthYearPeriod);
+    const transactionIds = transactionIdsBySelectedPeriod[periodId] ?? [];
     const accountList = state$.value.accountListState.byReportId['accountList'];
     if (accountList.hasValidState() === false &&
         accountList.fetchState === 'Not-Started') {
@@ -39,10 +40,36 @@ export const fetchTransactionCategorizationViewEpic = (actions$, state$) => acti
         vendorOwnerList.fetchState === 'Not-Started') {
         updateActions.push(fetchOwnerList());
     }
-    if (cacheOverride === true ||
+    if (searchString === '' ||
+        cacheOverride === true ||
         fetchState === 'Not-Started' ||
         transactionIds.length === 0) {
         updateActions.push(fetchTransactionCategorization(selectedTab, period, cacheOverride, keepExistingListItems, searchString, pageToken, refreshViewInBackground, resetListItems, isUncategorizedExpenseCategoryEnabled));
     }
+    // On the initial load of a tab (searchString undefined = non-search fetch),
+    // preload every other tab that hasn't been fetched yet for this period.
+    // This makes switching to the other tab instant instead of triggering a
+    // fresh fetch on click. refreshViewInBackground=true keeps it silent.
+    if (searchString === undefined) {
+        TRANSACTIONS_TABS.filter((tab) => tab !== selectedTab).forEach((otherTab) => {
+            const otherTabFetchState = expenseAutomationTransactionsViewState.transactionCategorizationView[otherTab].fetchState;
+            if (otherTabFetchState === 'Not-Started') {
+                updateActions.push(fetchTransactionCategorization(otherTab, period, false, false, undefined, undefined, true, undefined, isUncategorizedExpenseCategoryEnabled));
+            }
+        });
+    }
+    // When search changes (searchString defined, including empty string to
+    // clear), also update every other tab so all tabs always reflect the same
+    // search query. Skip if the other tab already has this search string to
+    // avoid redundant work on noop updates. On clear, restore from snapshot
+    // if available; otherwise issue a background fetch.
+    if (searchString !== undefined) {
+        TRANSACTIONS_TABS.filter((tab) => tab !== selectedTab).forEach((otherTab) => {
+            const otherTabSearchString = expenseAutomationTransactionsViewState.transactionCategorizationView[otherTab].uiState.searchString;
+            if (searchString !== otherTabSearchString) {
+                updateActions.push(fetchTransactionCategorization(otherTab, period, true, keepExistingListItems, searchString, undefined, true, true, isUncategorizedExpenseCategoryEnabled));
+            }
+        });
+    }
     return from(updateActions);
 }));