@zeniai/client-epic-state 5.2.75 → 5.2.76-betaNB1

package/lib/epic.js

@@ -445,6 +445,7 @@ const fetchEntityRecommendationsForLineUpdateEpic_1 = require("./view/recommenda
 const fetchRecommendationByEntityIdEpic_1 = require("./view/recommendation/fetchRecommendationByEntityIdEpic");
 const fetchRecommendationByEntityNameEpic_1 = require("./view/recommendation/fetchRecommendationByEntityNameEpic");
 const submitRecommendationFeedbackEpic_1 = require("./view/recommendation/submitRecommendationFeedbackEpic");
+const fetchReconciliationReportEpic_1 = require("./view/reconciliationReportView/epic/fetchReconciliationReportEpic");
 const fetchReferralsEpic_1 = require("./view/referralView/epics/fetchReferralsEpic");
 const fetchRewardsPlanEpic_1 = require("./view/referralView/epics/fetchRewardsPlanEpic");
 const resendReferralInviteEpic_1 = require("./view/referralView/epics/resendReferralInviteEpic");
@@ -1174,6 +1175,7 @@ const ALL_EPICS = [
     fetchRecommendationForAccountTypeEpic_1.fetchRecommendationForAccountTypeEpic,
     fetchRecommendationsAndUpdateMerchantRecommendationsEpic_1.fetchRecommendationsAndUpdateMerchantRecommendationsEpic,
     fetchRecommendedTransactionRowIndexEpic_1.fetchRecommendedTransactionRowIndexEpic,
+    fetchReconciliationReportEpic_1.fetchReconciliationReportEpic,
     fetchReferralsEpic_1.fetchReferralsEpic,
     fetchRegisteredInterestsEpic_1.fetchRegisteredInterestsEpic,
     fetchReimbursementCardEpic_1.fetchReimbursementCardEpic,

package/lib/esm/commonStateTypes/common.js

@@ -2,3 +2,11 @@ import { stringToUnion } from './stringToUnion';
 const COMPLETION_STATUS_TYPES = ['incomplete', 'complete'];
 export const toCompletionStatusType = (v) => stringToUnion(v, COMPLETION_STATUS_TYPES);
 export const getUnderScoreKey = (keys) => keys.join('_');
+/** Early-exit emptiness check: `Object.keys(x).length > 0` allocates an array
+ *  on every call, and this one runs inside selector inputs. */
+export const hasAnyKey = (record) => {
+    for (const _key in record) {
+        return true;
+    }
+    return false;
+};

package/lib/esm/entity/reconciliationReport/reconciliationReportPayload.js

@@ -0,0 +1 @@
+export {};

package/lib/esm/entity/reconciliationReport/reconciliationReportReducer.js

@@ -0,0 +1,168 @@
+import { createSlice } from '@reduxjs/toolkit';
+import { mapCurrencyPayloadToCurrency } from '../../commonPayloadTypes/v2/viewAndReportPayloadv2';
+import { toAmountWC } from '../../commonStateTypes/amount';
+import { clearAll } from '../../rootActions';
+import { date } from '../../zeniDayJS';
+import { toReconciliationStatusCodeType } from '../accountRecon/accountReconState';
+import { toReconciliationReportDataSource, toReconciliationReportMatchType, } from './reconciliationReportState';
+export const initialState = {
+    reportsByReconciliationId: {},
+};
+const reconciliationReport = createSlice({
+    name: 'reconciliationReport',
+    initialState,
+    reducers: {
+        updateReconciliationReport(draft, action) {
+            const report = mapReconciliationReportPayloadToReconciliationReport(action.payload);
+            draft.reportsByReconciliationId[report.reconciliationId] = report;
+        },
+        removeReconciliationReport(draft, action) {
+            delete draft.reportsByReconciliationId[action.payload];
+        },
+    },
+    extraReducers: (builder) => {
+        builder.addCase(clearAll, (draft) => {
+            Object.assign(draft, initialState);
+        });
+    },
+});
+export const { updateReconciliationReport, removeReconciliationReport } = reconciliationReport.actions;
+export default reconciliationReport.reducer;
+function toOptionalAmount(amount, currency) {
+    if (amount == null) {
+        return undefined;
+    }
+    return toAmountWC(amount, currency);
+}
+function toOptionalDate(value) {
+    if (value == null || value === '') {
+        return undefined;
+    }
+    return date(value);
+}
+function mapCountAmount(payload, currency) {
+    return {
+        count: payload.count,
+        amount: toAmountWC(payload.amount, currency),
+    };
+}
+function mapTransactionRow(payload, currency) {
+    return {
+        transactionId: payload.transaction_id ?? undefined,
+        date: toOptionalDate(payload.date),
+        type: payload.type,
+        payee: payload.payee,
+        match: toReconciliationReportMatchType(payload.match),
+        amount: toAmountWC(payload.amount, currency),
+        clearedBalance: payload.cleared_balance != null
+            ? toAmountWC(payload.cleared_balance, currency)
+            : undefined,
+        glAccount: payload.gl_account ?? undefined,
+        referenceNumber: payload.reference_number ?? undefined,
+        issueDate: toOptionalDate(payload.issue_date),
+        ageDays: payload.age_days ?? undefined,
+    };
+}
+function mapBucket(payload, currency) {
+    return {
+        count: payload.count,
+        amount: toAmountWC(payload.amount, currency),
+        transactions: payload.transactions.map((transaction) => mapTransactionRow(transaction, currency)),
+    };
+}
+function mapPaymentsDeposits(payload, currency) {
+    return {
+        payments: mapBucket(payload.payments, currency),
+        deposits: mapBucket(payload.deposits, currency),
+    };
+}
+export function mapReconciliationReportPayloadToReconciliationReport(payload) {
+    const currency = mapCurrencyPayloadToCurrency(payload.currency);
+    return {
+        reconciliationId: payload.reconciliation_id,
+        companyName: payload.company_name ?? undefined,
+        account: {
+            accountId: payload.account.account_id,
+            accountName: payload.account.account_name ?? undefined,
+            accountType: payload.account.account_type ?? undefined,
+            accountSubType: payload.account.account_sub_type ?? undefined,
+            last4Digits: payload.account.last_4_digits ?? undefined,
+            maskedAccountNumber: payload.account.masked_account_number ?? undefined,
+            financialInstitution: payload.account.financial_institution ?? undefined,
+            glAccountName: payload.account.gl_account_name ?? undefined,
+            coaId: payload.account.coa_id ?? undefined,
+        },
+        period: {
+            startDate: toOptionalDate(payload.period.start_date),
+            endDate: toOptionalDate(payload.period.end_date),
+        },
+        statementDate: toOptionalDate(payload.statement_date),
+        dataSource: toReconciliationReportDataSource(payload.data_source),
+        currency,
+        status: {
+            code: toReconciliationStatusCodeType(payload.status.code),
+            label: payload.status.label,
+        },
+        reconciledAt: toOptionalDate(payload.reconciled_at),
+        reconciledBy: {
+            userId: payload.reconciled_by.user_id ?? undefined,
+            name: payload.reconciled_by.name ?? undefined,
+        },
+        disclaimer: payload.disclaimer,
+        reportReference: payload.report_reference ?? undefined,
+        locked: payload.locked,
+        difference: toOptionalAmount(payload.difference.amount, currency),
+        aiMatch: {
+            autoMatchedCount: payload.ai_match.auto_matched_count,
+            manuallyMatchedCount: payload.ai_match.manually_matched_count,
+            clearedCount: payload.ai_match.cleared_count,
+        },
+        afterPeriodEnd: {
+            unclearedAmount: toAmountWC(payload.after_period_end.uncleared_amount, currency),
+            clearedAmount: toAmountWC(payload.after_period_end.cleared_amount, currency),
+        },
+        statement: {
+            openingBalance: toOptionalAmount(payload.statement.opening_balance, currency),
+            paymentsCleared: mapCountAmount(payload.statement.payments_cleared, currency),
+            depositsCleared: mapCountAmount(payload.statement.deposits_cleared, currency),
+            closingBalance: toOptionalAmount(payload.statement.closing_balance, currency),
+        },
+        register: {
+            balanceAsOfPeriodEnd: toOptionalAmount(payload.register.balance_as_of_period_end, currency),
+            outstandingAsOfPeriodEnd: toAmountWC(payload.register.outstanding_as_of_period_end, currency),
+            balanceAsOfReconciledAt: toOptionalAmount(payload.register.balance_as_of_reconciled_at, currency),
+        },
+        summary: {
+            openingBalance: toOptionalAmount(payload.summary.opening_balance, currency),
+            clearedPayments: mapCountAmount(payload.summary.cleared_payments, currency),
+            clearedDeposits: mapCountAmount(payload.summary.cleared_deposits, currency),
+            closingBalance: toOptionalAmount(payload.summary.closing_balance, currency),
+            unclearedAsOfStatementDate: {
+                payments: mapCountAmount(payload.summary.uncleared_as_of_statement_date.payments, currency),
+                deposits: mapCountAmount(payload.summary.uncleared_as_of_statement_date.deposits, currency),
+            },
+            ledgerClosingAsOfStatementDate: toOptionalAmount(payload.summary.ledger_closing_as_of_statement_date, currency),
+            clearedAfterStatementDate: payload.summary.cleared_after_statement_date != null
+                ? mapCountAmount(payload.summary.cleared_after_statement_date, currency)
+                : undefined,
+            unclearedAfterStatementDate: payload.summary.uncleared_after_statement_date != null
+                ? mapCountAmount(payload.summary.uncleared_after_statement_date, currency)
+                : undefined,
+            ledgerBalanceAsOfReconciledOn: toOptionalAmount(payload.summary.ledger_balance_as_of_reconciled_on, currency),
+            bridge: {
+                bankClosing: toOptionalAmount(payload.summary.bridge.bank_closing, currency),
+                unclearedDeposits: toAmountWC(payload.summary.bridge.uncleared_deposits, currency),
+                unclearedPayments: toAmountWC(payload.summary.bridge.uncleared_payments, currency),
+                computedLedgerClosing: toOptionalAmount(payload.summary.bridge.computed_ledger_closing, currency),
+                ledgerClosing: toOptionalAmount(payload.summary.bridge.ledger_closing, currency),
+                variance: toOptionalAmount(payload.summary.bridge.variance, currency),
+            },
+            variance: toOptionalAmount(payload.summary.variance, currency),
+        },
+        details: {
+            cleared: mapPaymentsDeposits(payload.details.cleared, currency),
+            carriedForward: mapPaymentsDeposits(payload.details.carried_forward, currency),
+            unclearedAsOfStatementDate: mapPaymentsDeposits(payload.details.uncleared_as_of_statement_date, currency),
+        },
+    };
+}

package/lib/esm/entity/reconciliationReport/reconciliationReportSelector.js

@@ -0,0 +1,4 @@
+import recordGet from 'lodash/get';
+export function getReconciliationReportByReconciliationId(reconciliationReportState, reconciliationId) {
+    return recordGet(reconciliationReportState.reportsByReconciliationId, reconciliationId, undefined);
+}

package/lib/esm/entity/reconciliationReport/reconciliationReportState.js

@@ -0,0 +1,10 @@
+import { stringToUnion } from '../../commonStateTypes/stringToUnion';
+const RECONCILIATION_REPORT_MATCH_TYPE = ['automatic', 'manual'];
+export const toReconciliationReportMatchType = (value) => {
+    if (value === 'auto') {
+        return 'automatic';
+    }
+    return stringToUnion(value, RECONCILIATION_REPORT_MATCH_TYPE);
+};
+const RECONCILIATION_REPORT_DATA_SOURCE = ['Statement', 'Plaid'];
+export const toReconciliationReportDataSource = (value) => stringToUnion(value, RECONCILIATION_REPORT_DATA_SOURCE);

package/lib/esm/epic.js

@@ -442,6 +442,7 @@ import { fetchEntityRecommendationsForLineUpdateEpic, } from './view/recommendat
 import { fetchRecommendationByEntityIdEpic, } from './view/recommendation/fetchRecommendationByEntityIdEpic';
 import { fetchRecommendationByEntityNameEpic, } from './view/recommendation/fetchRecommendationByEntityNameEpic';
 import { submitRecommendationFeedbackEpic, } from './view/recommendation/submitRecommendationFeedbackEpic';
+import { fetchReconciliationReportEpic, } from './view/reconciliationReportView/epic/fetchReconciliationReportEpic';
 import { fetchReferralsEpic, } from './view/referralView/epics/fetchReferralsEpic';
 import { fetchRewardsPlanEpic, } from './view/referralView/epics/fetchRewardsPlanEpic';
 import { resendReferralInviteEpic, } from './view/referralView/epics/resendReferralInviteEpic';
@@ -1171,6 +1172,7 @@ const ALL_EPICS = [
     fetchRecommendationForAccountTypeEpic,
     fetchRecommendationsAndUpdateMerchantRecommendationsEpic,
     fetchRecommendedTransactionRowIndexEpic,
+    fetchReconciliationReportEpic,
     fetchReferralsEpic,
     fetchRegisteredInterestsEpic,
     fetchReimbursementCardEpic,

package/lib/esm/index.js

@@ -274,6 +274,8 @@ import { fetchProjectList } from './view/projectList/projectListReducer';
 import { getProjectList, } from './view/projectList/projectListSelector';
 import { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, submitRecommendationFeedback, } from './view/recommendation/recommendationReducer';
 import { getRecommendationFeedbackSubmitState } from './view/recommendation/recommendationSelector';
+import { fetchReconciliationReport } from './view/reconciliationReportView/reconciliationReportViewReducer';
+import { getReconciliationReport } from './view/reconciliationReportView/reconciliationReportViewSelector';
 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';
@@ -416,7 +418,7 @@ import { allTaskPriority, allTaskStatus, getTaskDetail, } from './view/taskManag
 import { createTaskFromTaskGroupTemplate } from './view/taskManager/taskGroupTemplateView/taskGroupTemplateViewReducer';
 import { createNewTaskGroup, deleteTaskGroup, fetchAllTaskGroups, updateTaskGroupName, } from './view/taskManager/taskGroupView/taskGroupViewReducer';
 import { ALL_TASK_LIST_TABS, TASK_LIST_FILTER_CATEGORIES, TASK_LIST_GROUP_BY_CATEGORIES, toDueDateGroupKeyType, toTaskListGroupByKeyType, toTaskListGroupByKeyTypeStrict, } from './view/taskManager/taskListView/taskList';
-import { bulkUpdateTaskList, dragNDropTasks, fetchTaskListPage, initiateTaskListLocalData, removeTaskFromList, updateTaskFilters, updateTaskFromListView, updateTaskListLocalData, updateTaskListSearchText, updateTaskListTab, updateTaskListUIState, } from './view/taskManager/taskListView/taskListReducer';
+import { bulkUpdateTaskList, dragNDropTasks, fetchTaskList, fetchTaskListPage, initiateTaskListLocalData, removeTaskFromList, updateTaskFilters, updateTaskFromListView, updateTaskListLocalData, updateTaskListSearchText, updateTaskListTab, updateTaskListUIState, } from './view/taskManager/taskListView/taskListReducer';
 import { getAllTasks, } from './view/taskManager/taskListView/taskListSelector';
 import { getDueDateValueFromDueDateGroupId, getTaskUpdates, sortSubtasks, } from './view/taskManager/taskListView/taskListViewHelpers';
 import { fetchTasksCard } from './view/tasksCard/tasksCardReducer';
@@ -576,6 +578,7 @@ export { getEntityAutoCompleteResults };
 export { updateEntities };
 export { getEntityByEntityIDs };
 export { getAddressByAddressId };
+export { fetchReconciliationReport, getReconciliationReport, };
 export { ALL_ACCOUNTING_CONNECTION_CREATION_MODES, isCompanyEligibleForTreasury, isCardsProductEnabledOnCompany, filterChargeCardRolesWhenProductDisabled, };
 export { getCompanyByCompanyId, getControllersForCompany, getCompanyInfoForAllCockpitCompaniesInState, getFirstControllerEmail, getFirstControllerId, getControllersName, };
 export { getCompanyManagementView, getPlanListZeniSku, getAddonListZeniSku, };
@@ -671,7 +674,7 @@ export { fetchGlobalMerchantRecommendation, createGlobalMerchant, updateCreateGl
 export { approveVendorGlobalReview, rejectVendorGlobalReview, fetchVendorGlobalReviewView, updateSelectedGlobalMerchant, updateVendorGlobalReviewViewUIState, getVendorGlobalReviewView, getTenantMerchantByMerchantId, toVendorGlobalReviewColumnSortKeyType, updateVendorGlobalReviewViewLocalData, };
 export { fetchArAging, updateArAgingUIState, fetchArAgingDetail, updateArAgingDetailUIState, getArAgingReport, getArAgingDetailForCustomer, updateArAgingNodeCollapseState, };
 export { toRecurringBillFrequency, toRecurringBillFrequencyStrict, };
-export { getTaskGroupById, getAllTasks, fetchTaskListPage, getTaskDetail, fetchTaskDetailPage, saveTaskUpdatesToLocalStore, saveTaskDetail, createSubTask, resetSubTaskCreateStatus, fetchSubTasks, archiveTask, fetchCannedResponses, saveCannedResponse, deleteCannedResponse, getCannedResponsesView, updateTaskListSearchText, updateTaskListUIState, allTaskStatus, allTaskPriority, updateTaskFilters, TASK_LIST_FILTER_CATEGORIES, TASK_LIST_GROUP_BY_CATEGORIES, deleteTask, discardTaskUpdatesInLocalStore, bulkUpdateTaskList, createNewTaskGroup, initiateTaskListLocalData, deleteTaskGroup, updateTaskListLocalData, dragNDropTasks, updateTaskGroupName, toTaskListGroupByKeyType, toTaskListGroupByKeyTypeStrict, getTaskUpdates, sortSubtasks, fetchAllTaskGroups, initialTaskDetail, getDueDateValueFromDueDateGroupId, toPriorityCodeType, toTaskStatusCodeType, toDueDateGroupKeyType, updateTaskFromListView, updateTaskListTab, removeTaskFromList, snoozeTask, unsnoozeTask, convertHHMMStrToMinutes, initialTaskDetailLocalData, ALL_TASK_LIST_TABS, };
+export { getTaskGroupById, getAllTasks, fetchTaskList, fetchTaskListPage, getTaskDetail, fetchTaskDetailPage, saveTaskUpdatesToLocalStore, saveTaskDetail, createSubTask, resetSubTaskCreateStatus, fetchSubTasks, archiveTask, fetchCannedResponses, saveCannedResponse, deleteCannedResponse, getCannedResponsesView, updateTaskListSearchText, updateTaskListUIState, allTaskStatus, allTaskPriority, updateTaskFilters, TASK_LIST_FILTER_CATEGORIES, TASK_LIST_GROUP_BY_CATEGORIES, deleteTask, discardTaskUpdatesInLocalStore, bulkUpdateTaskList, createNewTaskGroup, initiateTaskListLocalData, deleteTaskGroup, updateTaskListLocalData, dragNDropTasks, updateTaskGroupName, toTaskListGroupByKeyType, toTaskListGroupByKeyTypeStrict, getTaskUpdates, sortSubtasks, fetchAllTaskGroups, initialTaskDetail, getDueDateValueFromDueDateGroupId, toPriorityCodeType, toTaskStatusCodeType, toDueDateGroupKeyType, updateTaskFromListView, updateTaskListTab, removeTaskFromList, snoozeTask, unsnoozeTask, convertHHMMStrToMinutes, initialTaskDetailLocalData, ALL_TASK_LIST_TABS, };
 export { getAllTags, fetchTagList, createTag, deleteTag, };
 export { getAllCardsAndBankPaymentMethods, createCardSetupIntent, confirmCardSetupIntent, addCardPaymentSource, fetchPaymentSources, resetCardPaymentErrorStatuses, clearCardPaymentView, };
 export { getAuditReportGroupViewSelectorView, getAuditRuleGroupViewSelectorView, getUserFromAllUsers, fetchAuditRuleGroupView, fetchAuditReportGroupView, saveReasonForAuditRule, clearAuditReportGroupViewByCompanyId, };

package/lib/esm/reducer.js

@@ -38,10 +38,10 @@ import invoicingCoupon, { initialState as initialInvoicingCouponState, } from '.
 import invoicingCreditNote, { initialState as initialInvoicingCreditNoteState, } from './entity/invoicing/creditNote/creditNoteReducer';
 import invoicingDunningCase, { initialState as initialInvoicingDunningCaseState, } from './entity/invoicing/dunningCase/dunningCaseReducer';
 import invoicingInvoice, { initialState as initialInvoicingInvoiceState, } from './entity/invoicing/invoice/invoiceReducer';
+import invoicingCatalog, { initialState as initialInvoicingCatalogState, } from './entity/invoicing/invoicingCatalog/invoicingCatalogReducer';
 import invoicingCustomer, { initialState as initialInvoicingCustomerState, } from './entity/invoicing/invoicingCustomer/invoicingCustomerReducer';
 import invoicingSubscription, { initialState as initialInvoicingSubscriptionState, } from './entity/invoicing/invoicingSubscription/invoicingSubscriptionReducer';
 import invoicingTransaction, { initialState as initialInvoicingTransactionState, } from './entity/invoicing/invoicingTransaction/invoicingTransactionReducer';
-import invoicingCatalog, { initialState as initialInvoicingCatalogState, } from './entity/invoicing/invoicingCatalog/invoicingCatalogReducer';
 import jeSchedules, { initialState as initialJESchedulesState, } from './entity/jeSchedules/jeSchedulesReducer';
 import merchant, { initialState as initialMerchantState, } from './entity/merchant/merchantReducer';
 import monthEndCloseChecks, { initialState as initialMonthEndCloseChecksState, } from './entity/monthEndCloseChecks/monthEndCloseChecksReducer';
@@ -52,6 +52,7 @@ import paymentAccount, { initialState as initialPaymentAccountState, } from './e
 import paymentInstrument, { initialState as initialPaymentInstrumentState, } from './entity/paymentInstrument/paymentInstrumentReducer';
 import accountingSummary, { initialState as initialAccountingSummaryState, } from './entity/portfolio/accountingSummary/accountingSummaryReducer';
 import project, { initialState as initialProjectState, } from './entity/project/projectReducer';
+import reconciliationReport, { initialState as initialReconciliationReportState, } from './entity/reconciliationReport/reconciliationReportReducer';
 import reimbursement, { initialState as initialReimbursementState, } from './entity/reimbursement/reimbursementReducer';
 import sectionAccountsView, { initialState as initialSectionAccountsViewState, } from './entity/sectionAccountsView/sectionAccountsViewReducer';
 import sectionClassesViewV2, { initialState as initialSectionClassesViewStateV2, } from './entity/sectionClassesViewV2/sectionClassesViewReducer';
@@ -179,6 +180,7 @@ import profitAndLossClassesView, { initialState as initialProfitAndLossClassesVi
 import profitAndLossProjectView, { initialState as initialProfitAndLossProjectViewState, } from './view/profitAndLossProjectView/profitAndLossProjectViewReducer';
 import projectList, { initialState as initialProjectListState, } from './view/projectList/projectListReducer';
 import recommendation, { initialState as initialEntityRecommendationState, } from './view/recommendation/recommendationReducer';
+import reconciliationReportView, { initialState as initialReconciliationReportViewState, } from './view/reconciliationReportView/reconciliationReportViewReducer';
 import referralView, { initialState as initialReferralViewState, } from './view/referralView/referralReducer';
 import reimbursementCard, { initialState as initialReimbursementCardState, } from './view/reimbursementCard/reimbursementCardReducer';
 import reportUIOptionsReducer, { initialState as initialReportUIOptionsState, } from './view/reportUIOptions/reportUIOptionsReducer';
@@ -325,6 +327,7 @@ const initialEntitiesState = {
     onboardingCustomerState: initialOnboardingCustomerState,
     paymentAccountState: initialPaymentAccountState,
     paymentInstrumentState: initialPaymentInstrumentState,
+    reconciliationReportState: initialReconciliationReportState,
     recurringBillState: initialRecurringBillState,
     reimbursementConfigState: initialReimbursementConfigState,
     reimbursementState: initialReimbursementState,
@@ -493,6 +496,7 @@ const initialViewsState = {
     profitAndLossState: initialProfitAndLossState,
     projectListState: initialProjectListState,
     realTimeApprovalState: initialRealTimeApprovalState,
+    reconciliationReportViewState: initialReconciliationReportViewState,
     referralViewState: initialReferralViewState,
     reimbursementCardState: initialReimbursementCardState,
     reimbursementConfigState: initialReimbursementConfigState,
@@ -611,6 +615,7 @@ const entityReducers = {
     onboardingCustomerState: onboardingCustomer,
     paymentAccountState: paymentAccount,
     paymentInstrumentState: paymentInstrument,
+    reconciliationReportState: reconciliationReport,
     recurringBillState: recurringBill,
     reimbursementConfigState: reimbursementConfig,
     reimbursementState: reimbursement,
@@ -779,6 +784,7 @@ const viewReducers = {
     profitAndLossState: profitAndLoss,
     projectListState: projectList,
     realTimeApprovalState: realTimeApproval,
+    reconciliationReportViewState: reconciliationReportView,
     referralViewState: referralView,
     reimbursementCardState: reimbursementCard,
     reimbursementConfigState: reimbursementConfig,

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

@@ -4,19 +4,41 @@ import { getSortOrder } from '../../../commonPayloadTypes/sortOrderPayload';
 import { updateTags } from '../../../entity/tag/tagReducer';
 import { updateTasks } from '../../../entity/task/taskReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
+import { date as toZeniDate } from '../../../zeniDayJS';
 import { fetchCompanyTaskManagerView, updateCompanyTaskManagerViewOnFailure, updateCompanyTaskManagerViewOnSuccess, } from '../companyTaskManagerViewReducer';
 const DEFAULT_PAGE_SIZE = 100;
-export const fetchCompanyTaskManagerViewEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchCompanyTaskManagerView.match), switchMap((action) => {
+// Mutates the accumulator rather than spreading it: spreading rebuilds the whole
+// map on every entry, which is O(n^2) over a tenant's tag list.
+const toTagNameByID = (state) => Object.entries(state.tagState.tagByID).reduce((result, [tagId, tag]) => {
+    const name = tag?.name;
+    if (name != null && name !== '') {
+        result[tagId] = name;
+    }
+    return result;
+}, {});
+const hasTagCategory = (filters) => (filters?.categories ?? []).some((category) => category.field === 'tag');
+export const fetchCompanyTaskManagerViewEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchCompanyTaskManagerView.match), switchMap((action) => {
     const { from: fromOffset, searchString, sortKey, sortOrder, filters, } = action.payload;
     const queryValue = {
         size: DEFAULT_PAGE_SIZE,
         from: fromOffset,
         global_search: searchString ?? '',
+        // TasksEsSearch defaults this to true, which AND-injects an
+        // `assignees = <caller>` filter. Cockpit's task list is a cross-tenant
+        // view grouped by company (and offers an Assignee filter), so it must
+        // NOT be scoped to the operator — otherwise every category filter
+        // AND's down to their own tasks and returns nothing. The metrics panel
+        // deliberately passes `true`; this list deliberately passes `false`.
+        is_filter_by_logged_in_user: false,
         sort_by: toSortKeyPayload(sortKey),
         sort_order: getSortOrder(sortOrder),
         filter_join: filters?.categoryCombinationOperator === 'AND' ? 'and' : 'or',
         ...(filters?.categories != null && filters.categories.length > 0
-            ? { filter_by: toFilterByPayload(filters) }
+            ? {
+                // Only walk the tag map when a tag filter is actually in play;
+                // otherwise every dispatch pays for a map nothing reads.
+                filter_by: toFilterByPayload(filters, hasTagCategory(filters) ? toTagNameByID(state$.value) : {}),
+            }
             : {}),
         task_group_scopes: filters?.taskGroupScopes != null && filters.taskGroupScopes.length > 0
             ? filters.taskGroupScopes
@@ -63,14 +85,123 @@ const toSortKeyPayload = (sortKey) => {
             return sortKey;
     }
 };
-const toFilterByPayload = (filters) => {
+// Cockpit filter-category keys are UI identifiers; the ES index uses its own
+// field names (see TasksEsSearch.get). Anything not listed here already matches
+// the contract (assignees, priority, status, company_id).
+const ES_FIELD_BY_CATEGORY = {
+    creationDate: 'create_time',
+    dueDate: 'due_date',
+    tag: 'tags',
+};
+// ES rejects `is` / `is_not` on date fields — they only accept `between`, whose
+// values are the [start, end] pair the dateRange picker already emits.
+const ES_DATE_FIELDS = new Set(['create_time', 'due_date']);
+// The cockpit date picker hands over ZeniDate objects; once filters have round-
+// tripped through redux they can arrive as ISO or date-only strings instead.
+// Both have to reach ES as instants: `create_time`/`update_time` carry a real
+// timestamp, so a date-only upper bound lands on midnight and drops everything
+// created later that day — a single-day Created filter would return almost
+// nothing, which is the empty state this epic exists to fix.
+// A real check rather than `value as ZeniDate`: the cast would silently lie
+// about a raw Date, a number, or anything else redux hands back, leaving the
+// runtime guard as the only thing standing between us and a crash.
+const isZeniDateLike = (value) => value != null &&
+    typeof value.isValid === 'function' &&
+    typeof value.format === 'function';
+const CALENDAR_DATE_ONLY = /^\d{4}-\d{2}-\d{2}$/;
+const toDateBound = (value, edge) => {
+    // A bare `YYYY-MM-DD` carries no instant to misread — use it verbatim. This
+    // is the only genuinely timezone-proof shape, which is why it is worth a
+    // fast path of its own.
+    if (typeof value === 'string' && CALENDAR_DATE_ONLY.test(value)) {
+        return edge === 'start'
+            ? `${value}T00:00:00.000Z`
+            : `${value}T23:59:59.999Z`;
+    }
+    // Everything else came from the picker, and the picker emits LOCAL midnight:
+    // `ZeniDatePicker` hands react-datepicker's local-midnight Date to
+    // `zeniDate(date.toISOString())`. So the instant encodes "midnight on the day
+    // the user clicked, in the user's zone" — and the day they clicked is
+    // recovered by reading it locally, never in UTC.
+    //
+    // Reading it in UTC subtracts the offset for every UTC+ operator: clicking
+    // "Mar 4" in Asia/Kolkata stores 2026-03-03T18:30:00Z, which is the 3rd in
+    // UTC. A single-day filter then returns the wrong day's tasks rather than
+    // none, and US-based testing never sees it.
+    const parsed = typeof value === 'string' ? toZeniDate(value) : value;
+    if (!isZeniDateLike(parsed) || !parsed.isValid()) {
+        // Drop the row rather than send garbage: ES rejects the whole request on
+        // one bad bound, taking the other filters down with it.
+        return '';
+    }
+    const ymd = parsed.format('YYYY-MM-DD');
+    return edge === 'start' ? `${ymd}T00:00:00.000Z` : `${ymd}T23:59:59.999Z`;
+};
+const toFilterByPayload = (filters, tagNameByID) => {
     if (filters.categories == null) {
         return [];
     }
-    return filters.categories.map((category) => ({
-        field: category.field ?? '',
-        operator: category.matchingOperator === 'equal' ? 'is' : 'is_not',
-        values: category.values.map((v) => String(v)),
-        join: category.valuesCombinationOperator === 'ALL' ? 'and' : 'or',
-    }));
+    return filters.categories.flatMap((category) => {
+        const categoryField = category.field ?? '';
+        const field = ES_FIELD_BY_CATEGORY[categoryField] ?? categoryField;
+        // The dropdown is keyed by tagId, but ES matches `tags` on the tag NAME,
+        // so resolve through the tag entity this epic itself populates. Unknown ids
+        // fall through unchanged rather than being dropped.
+        const isDateField = ES_DATE_FIELDS.has(field);
+        // `between` is exactly [from, to]. A half-filled picker (one value) makes ES
+        // reject the query outright, and a longer array would quietly bind extras to
+        // `end` — both land the user back on an unexplained empty page, which is the
+        // failure this epic exists to remove. Drop the row instead.
+        if (isDateField && category.values.length !== 2) {
+            return [];
+        }
+        const values = category.values.map((value, index) => {
+            if (isDateField) {
+                // [from, to] — widen the upper bound to the end of its day.
+                return toDateBound(value, index === 0 ? 'start' : 'end');
+            }
+            const raw = String(value);
+            if (field !== 'tags') {
+                return raw;
+            }
+            // An id we cannot resolve would reach ES verbatim and match nothing —
+            // another silent empty page. Can happen when a filter is hydrated from the
+            // URL before `updateTags` has populated `tagByID`, so keep the value
+            // (dropping it would widen the result set) but make it visible in logs.
+            const tagName = tagNameByID[raw];
+            if (tagName == null) {
+                console.debug(`[taskManager] unresolved tagId "${raw}" sent to ES verbatim; expect no matches`);
+            }
+            return tagName ?? raw;
+        });
+        // `toDateBound` returns '' for a value it cannot parse. Honour that here:
+        // emitting a `between` with an empty bound fails the whole ES query, which
+        // takes every OTHER filter in the same request down with it — the silent
+        // empty page this epic exists to remove, from one unparseable value that a
+        // URL-hydrated filter can supply.
+        if (isDateField && values.some((value) => value === '')) {
+            return [];
+        }
+        // ES has no date-exclusion operator: `is`/`is_not` are rejected on date
+        // fields, and `between` can only select a range, never exclude one. The
+        // operator dropdown still offers "is not" for every category, so an excluded
+        // date range would otherwise be sent as a plain `between` — returning exactly
+        // the rows the user asked to hide. Drop the row instead: a superset is
+        // wrong-but-obvious, an inverted result is wrong-and-invisible.
+        if (isDateField && category.matchingOperator !== 'equal') {
+            return [];
+        }
+        return [
+            {
+                field,
+                operator: isDateField
+                    ? 'between'
+                    : category.matchingOperator === 'equal'
+                        ? 'is'
+                        : 'is_not',
+                values,
+                join: category.valuesCombinationOperator === 'ALL' ? 'and' : 'or',
+            },
+        ];
+    });
 };

package/lib/esm/view/reconciliationReportView/epic/fetchReconciliationReportEpic.js

@@ -0,0 +1,29 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { updateReconciliationReport } from '../../../entity/reconciliationReport/reconciliationReportReducer';
+import { getReconciliationReportByReconciliationId } from '../../../entity/reconciliationReport/reconciliationReportSelector';
+import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
+import { fetchReconciliationReport, fetchReconciliationReportFailure, fetchReconciliationReportSuccess, } from '../reconciliationReportViewReducer';
+export const fetchReconciliationReportEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchReconciliationReport.match), switchMap((action) => {
+    const { reconciliationId, cacheOverride } = action.payload;
+    const cachedReport = getReconciliationReportByReconciliationId(state$.value.reconciliationReportState, reconciliationId);
+    if (cacheOverride === true || cachedReport == null) {
+        return zeniAPI
+            .getJSON(`${zeniAPI.apiEndPoints.reconciliationMicroServiceBaseUrl}/2.0/reconciliation/${reconciliationId}/report`)
+            .pipe(mergeMap((response) => {
+            if (isSuccessResponse(response) === true &&
+                response.data != null) {
+                return of(updateReconciliationReport(response.data), fetchReconciliationReportSuccess(reconciliationId));
+            }
+            return of(fetchReconciliationReportFailure({
+                reconciliationId,
+                status: response.status,
+            }));
+        }), catchError((error) => of(fetchReconciliationReportFailure({
+            reconciliationId,
+            status: createZeniAPIStatus('Unexpected Error', 'Fetch Reconciliation Report REST API call errored out' +
+                JSON.stringify(error)),
+        }))));
+    }
+    return of(fetchReconciliationReportSuccess(reconciliationId));
+}));

package/lib/esm/view/reconciliationReportView/reconciliationReportViewPayload.js

@@ -0,0 +1 @@
+export {};

package/lib/esm/view/reconciliationReportView/reconciliationReportViewReducer.js

@@ -0,0 +1,44 @@
+import { createSlice } from '@reduxjs/toolkit';
+import { clearAll } from '../../rootActions';
+export const initialState = {
+    fetchReconciliationReportState: {},
+};
+const reconciliationReportView = createSlice({
+    name: 'reconciliationReportView',
+    initialState,
+    reducers: {
+        fetchReconciliationReport: {
+            prepare(reconciliationId, cacheOverride = false) {
+                return { payload: { reconciliationId, cacheOverride } };
+            },
+            reducer(draft, action) {
+                const { reconciliationId } = action.payload;
+                draft.fetchReconciliationReportState[reconciliationId] = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+        },
+        fetchReconciliationReportSuccess(draft, action) {
+            const reconciliationId = action.payload;
+            draft.fetchReconciliationReportState[reconciliationId] = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        fetchReconciliationReportFailure(draft, action) {
+            const { reconciliationId, status } = action.payload;
+            draft.fetchReconciliationReportState[reconciliationId] = {
+                fetchState: 'Error',
+                error: status,
+            };
+        },
+    },
+    extraReducers: (builder) => {
+        builder.addCase(clearAll, (draft) => {
+            Object.assign(draft, initialState);
+        });
+    },
+});
+export const { fetchReconciliationReport, fetchReconciliationReportSuccess, fetchReconciliationReportFailure, } = reconciliationReportView.actions;
+export default reconciliationReportView.reducer;

package/lib/esm/view/reconciliationReportView/reconciliationReportViewSelector.js

@@ -0,0 +1,10 @@
+import { getReconciliationReportByReconciliationId } from '../../entity/reconciliationReport/reconciliationReportSelector';
+export function getReconciliationReport(state, reconciliationId) {
+    const fetchReconciliationReportState = state.reconciliationReportViewState.fetchReconciliationReportState[reconciliationId];
+    const report = getReconciliationReportByReconciliationId(state.reconciliationReportState, reconciliationId);
+    return {
+        fetchState: fetchReconciliationReportState?.fetchState ?? 'Not-Started',
+        fetchError: fetchReconciliationReportState?.error,
+        report,
+    };
+}

package/lib/esm/view/reconciliationReportView/reconciliationReportViewState.js

@@ -0,0 +1 @@
+export {};