@zeniai/client-epic-state 4.19.83 → 4.19.84-betaVR10

package/lib/view/expenseAutomationView/epics/missingReceipts/searchTransactionsForManualMatchEpic.js

@@ -0,0 +1,82 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.searchTransactionsForManualMatchEpic = exports.MANUAL_TRANSACTION_SEARCH_AUTO_CATEGORIZED = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const timePeriod_1 = require("../../../../commonStateTypes/timePeriod");
+const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
+const transactionReducer_1 = require("../../../../entity/transaction/transactionReducer");
+const responsePayload_1 = require("../../../../responsePayload");
+const missingReceiptsPayload_1 = require("../../payload/missingReceiptsPayload");
+const missingReceiptsViewReducer_1 = require("../../reducers/missingReceiptsViewReducer");
+const transactionsViewState_1 = require("../../types/transactionsViewState");
+/**
+ * `auto_categorized` for manual transaction search (Unmatched).
+ * Backend contract TBD — align with `fetchTransactionCategorizationEpic` (`selectedTab === 'autoCategorized'`)
+ * when the expense-automation API documents the intended filter for this flow.
+ */
+exports.MANUAL_TRANSACTION_SEARCH_AUTO_CATEGORIZED = false;
+const searchTransactionsForManualMatchEpic = (actions$, state$, zeniAPI) => {
+    const searchActions$ = actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.searchTransactionsForManualMatch.match));
+    const pagination$ = searchActions$.pipe((0, operators_1.filter)((a) => a.payload.pageToken != null));
+    /**
+     * No API for empty or 1-char queries; immediate merge so switchMap cancels any in-flight HTTP.
+     */
+    const newSearchTooShortOrClear$ = searchActions$.pipe((0, operators_1.filter)((a) => a.payload.pageToken == null &&
+        a.payload.query.trim().length < 2));
+    const newSearchDebounced$ = searchActions$.pipe((0, operators_1.filter)((a) => a.payload.pageToken == null &&
+        a.payload.query.trim().length >= 2), (0, operators_1.debounceTime)(300));
+    return (0, rxjs_1.merge)(pagination$, newSearchTooShortOrClear$, newSearchDebounced$).pipe((0, operators_1.switchMap)((action) => {
+        const { query, pageToken } = action.payload;
+        if (pageToken == null &&
+            query.trim().length < 2) {
+            return rxjs_1.EMPTY;
+        }
+        const state = state$.value;
+        const { expenseAutomationViewState: { selectedPeriodByTenantId }, expenseAutomationMissingReceiptsViewState: { bulkUpload: { manualSearch, sortKey, sortOrder }, }, } = state;
+        const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
+        const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
+        if (selectedPeriod == null) {
+            return (0, rxjs_1.of)((0, missingReceiptsViewReducer_1.searchTransactionsForManualMatchFailure)({
+                error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Manual search requires a selected accounting period.'),
+            }));
+        }
+        const period = (0, timePeriod_1.convertToPeriod)(selectedPeriod);
+        const queryParam = {
+            start_date: period.start,
+            end_date: period.end,
+            auto_categorized: exports.MANUAL_TRANSACTION_SEARCH_AUTO_CATEGORIZED,
+            sort_by: (0, transactionsViewState_1.toTransactionsSortKey)(sortKey),
+            sort_order: sortOrder === 'ascending' ? 'asc' : 'desc',
+            page_token: pageToken ?? null,
+            page_size: manualSearch.pageSize,
+            search_text: query,
+        };
+        return zeniAPI
+            .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
+            .pipe((0, operators_1.mergeMap)((response) => {
+            if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+                const { transactions, next_page_token, total_count } = response.data;
+                const append = pageToken != null;
+                const results = transactions.map(missingReceiptsPayload_1.supportedTransactionPayloadToManualSearchResult);
+                const actionsOut = [
+                    (0, transactionReducer_1.updateTransactions)(transactions, (value) => value.transaction_id, 'merge'),
+                    (0, missingReceiptsViewReducer_1.searchTransactionsForManualMatchSuccess)({
+                        append,
+                        nextPageToken: next_page_token ?? null,
+                        results,
+                        totalCount: total_count,
+                    }),
+                ];
+                return (0, rxjs_1.from)(actionsOut);
+            }
+            return (0, rxjs_1.of)((0, missingReceiptsViewReducer_1.searchTransactionsForManualMatchFailure)({
+                error: response.status,
+            }));
+        }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, missingReceiptsViewReducer_1.searchTransactionsForManualMatchFailure)({
+            error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Search transactions for manual match errored: ' +
+                JSON.stringify(error)),
+        }))));
+    }));
+};
+exports.searchTransactionsForManualMatchEpic = searchTransactionsForManualMatchEpic;

package/lib/view/expenseAutomationView/epics/missingReceipts/uploadMissingReceiptSuccessEpic.js

@@ -15,11 +15,13 @@ const uploadMissingReceiptSuccessEpic = (actions$, state$) => actions$.pipe((0,
     updateActions.push((0, transactionReducer_1.updateTransaction)(transactionPayload.transaction_id, transactionPayload, updateType));
     if (currentTenant != null) {
         const monthEndChecksPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
-        updateActions.push((0, monthEndCloseChecksViewReducer_1.fetchMonthEndCloseChecks)({
-            tenantId: currentTenant.tenantId,
-            period: monthEndChecksPeriod,
-            refreshViewInBackground: true,
-        }));
+        if (monthEndChecksPeriod != null) {
+            updateActions.push((0, monthEndCloseChecksViewReducer_1.fetchMonthEndCloseChecks)({
+                tenantId: currentTenant.tenantId,
+                period: monthEndChecksPeriod,
+                refreshViewInBackground: true,
+            }));
+        }
     }
     return (0, rxjs_1.from)(updateActions);
 }));

package/lib/view/expenseAutomationView/epics/missingReceipts/watchBulkUploadBatchStatusEpic.d.ts

@@ -0,0 +1,19 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
+import { updateTransactions } from '../../../../entity/transaction/transactionReducer';
+import { RootState } from '../../../../reducer';
+import { ZeniAPI } from '../../../../zeniAPI';
+import { bulkUploadReceiptsSuccess, clearBulkUpload, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation } from '../../reducers/missingReceiptsViewReducer';
+export type ActionType = ReturnType<typeof bulkUploadReceiptsSuccess> | ReturnType<typeof pusherBatchStatusUpdate> | ReturnType<typeof fetchBulkUploadBatchDetailsSuccess> | ReturnType<typeof fetchBulkUploadBatches> | ReturnType<typeof requestMissingReceiptsTabNavigation> | ReturnType<typeof updateTransactions> | ReturnType<typeof clearBulkUpload> | ReturnType<typeof openSnackbar>;
+/**
+ * On Pusher batch completion: refresh batch list (then fetchMultipleBatchDetailsEpic runs),
+ * and request switching to the Unmatched tab. Debounced to reduce duplicate refreshes.
+ */
+export declare const pusherBatchStatusCompletionEpic: (actions$: ActionsObservable<ActionType>) => Observable<ActionType>;
+/**
+ * Fallback polling when Pusher is slow or unavailable. Network errors on a poll tick show one
+ * error snackbar per upload session (first failure only) so the user is not spammed every
+ * interval; Pusher or a later successful poll still completes the flow.
+ */
+export declare const pollBulkUploadBatchStatusEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/expenseAutomationView/epics/missingReceipts/watchBulkUploadBatchStatusEpic.js

@@ -0,0 +1,64 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.pollBulkUploadBatchStatusEpic = exports.pusherBatchStatusCompletionEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const snackbarReducer_1 = require("../../../../entity/snackbar/snackbarReducer");
+const transactionReducer_1 = require("../../../../entity/transaction/transactionReducer");
+const responsePayload_1 = require("../../../../responsePayload");
+const missingReceiptsPayload_1 = require("../../payload/missingReceiptsPayload");
+const missingReceiptsViewReducer_1 = require("../../reducers/missingReceiptsViewReducer");
+/** First poll after upload; then interval while batch not resolved via Pusher or API. */
+const FALLBACK_FIRST_DELAY_MS = 30000;
+const FALLBACK_POLL_INTERVAL_MS = 10000;
+/**
+ * On Pusher batch completion: refresh batch list (then fetchMultipleBatchDetailsEpic runs),
+ * and request switching to the Unmatched tab. Debounced to reduce duplicate refreshes.
+ */
+const pusherBatchStatusCompletionEpic = (actions$) => actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.pusherBatchStatusUpdate.match), (0, operators_1.filter)((action) => action.payload.status === 'completed'), (0, operators_1.debounceTime)(300), (0, operators_1.mergeMap)(() => (0, rxjs_1.from)([
+    (0, missingReceiptsViewReducer_1.fetchBulkUploadBatches)({
+        cacheOverride: true,
+        invalidateBatchDetailsCache: true,
+    }),
+    (0, missingReceiptsViewReducer_1.requestMissingReceiptsTabNavigation)({ tab: 'unmatched' }),
+])));
+exports.pusherBatchStatusCompletionEpic = pusherBatchStatusCompletionEpic;
+/**
+ * Fallback polling when Pusher is slow or unavailable. Network errors on a poll tick show one
+ * error snackbar per upload session (first failure only) so the user is not spammed every
+ * interval; Pusher or a later successful poll still completes the flow.
+ */
+const pollBulkUploadBatchStatusEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.bulkUploadReceiptsSuccess.match), (0, operators_1.mergeMap)((action) => {
+    const { batchId } = action.payload;
+    let pollErrorNotified = false;
+    return (0, rxjs_1.timer)(FALLBACK_FIRST_DELAY_MS, FALLBACK_POLL_INTERVAL_MS).pipe((0, operators_1.takeUntil)((0, rxjs_1.merge)(actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.clearBulkUpload.match)), actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.pusherBatchStatusUpdate.match), (0, operators_1.filter)((a) => a.payload.batchId === batchId)), actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.fetchBulkUploadBatchDetailsSuccess.match), (0, operators_1.filter)((a) => a.payload.batchId === batchId)))), (0, operators_1.switchMap)(() => zeniAPI
+        .getJSON(`${zeniAPI.apiEndPoints.communicationAgentMicroServiceBaseUrl}/1.0/batches/${batchId}`)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        /** Same batch-details URL; polls until `status` is completed (Pusher may win first). */
+        if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+            if ((0, missingReceiptsPayload_1.isBatchDetailsApiStatusCompleted)(response.data.status)) {
+                const actions = [];
+                const transactionPayloads = (0, missingReceiptsPayload_1.extractTransactionPayloadsFromBatchFiles)(response.data.files);
+                if (transactionPayloads.length > 0) {
+                    actions.push((0, transactionReducer_1.updateTransactions)(transactionPayloads, (value) => value.transaction_id));
+                }
+                actions.push((0, missingReceiptsViewReducer_1.fetchBulkUploadBatchDetailsSuccess)((0, missingReceiptsPayload_1.toBatchDetails)(response.data, zeniAPI.apiEndPoints.fileMicroServiceBaseUrl)));
+                actions.push((0, missingReceiptsViewReducer_1.fetchBulkUploadBatches)({ cacheOverride: true }));
+                actions.push((0, missingReceiptsViewReducer_1.requestMissingReceiptsTabNavigation)({ tab: 'unmatched' }));
+                return (0, rxjs_1.from)(actions);
+            }
+        }
+        return rxjs_1.EMPTY;
+    }), (0, operators_1.catchError)(() => {
+        if (!pollErrorNotified) {
+            pollErrorNotified = true;
+            return (0, rxjs_1.of)((0, snackbarReducer_1.openSnackbar)({
+                messageSection: 'receipts_upload',
+                messageText: 'failed',
+                type: 'error',
+            }));
+        }
+        return rxjs_1.EMPTY;
+    }))));
+}));
+exports.pollBulkUploadBatchStatusEpic = pollBulkUploadBatchStatusEpic;

package/lib/view/expenseAutomationView/epics/transactionCategorization/triggerReviewTabRefetchEpic.js

@@ -7,15 +7,14 @@ const timePeriod_1 = require("../../../../commonStateTypes/timePeriod");
 const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
 const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
 const triggerReviewTabRefetchEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(transactionsViewReducer_1.syncTransactionCategorizationFromDetailSave.match), (0, operators_1.mergeMap)((action) => {
-    const { pendingReviewLineIds, transactionId, isUncategorizedExpenseCategoryEnabled } = action.payload;
+    const { pendingReviewLineIds, transactionId, isUncategorizedExpenseCategoryEnabled, } = action.payload;
     if (pendingReviewLineIds.length === 0) {
         return rxjs_1.EMPTY;
     }
     const state = state$.value;
     // Only trigger when the transaction was auto-only (not in review tab after reducer ran)
     const reviewLocalData = state.expenseAutomationTransactionsViewState
-        .transactionCategorizationView.review
-        .transactionReviewLocalDataById[transactionId.id];
+        .transactionCategorizationView.review.transactionReviewLocalDataById[transactionId.id];
     if (reviewLocalData != null) {
         return rxjs_1.EMPTY;
     }

package/lib/view/expenseAutomationView/epics/transactionCategorization/uploadTransactionReceiptSuccessEpic.d.ts

@@ -0,0 +1,7 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { updateTransaction } from '../../../../entity/transaction/transactionReducer';
+import { RootState } from '../../../../reducer';
+import { fetchMonthEndCloseChecks } from '../../../monthEndCloseChecksView/monthEndCloseChecksViewReducer';
+import { uploadTransactionCategorizationReceiptSuccess } from '../../reducers/transactionsViewReducer';
+export type ActionType = ReturnType<typeof uploadTransactionCategorizationReceiptSuccess> | ReturnType<typeof fetchMonthEndCloseChecks> | ReturnType<typeof updateTransaction>;
+export declare const uploadTransactionReceiptSuccessEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => import("rxjs").Observable<ActionType>;

package/lib/view/expenseAutomationView/epics/transactionCategorization/uploadTransactionReceiptSuccessEpic.js

@@ -0,0 +1,28 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.uploadTransactionReceiptSuccessEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
+const transactionReducer_1 = require("../../../../entity/transaction/transactionReducer");
+const monthEndCloseChecksViewReducer_1 = require("../../../monthEndCloseChecksView/monthEndCloseChecksViewReducer");
+const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
+const uploadTransactionReceiptSuccessEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(transactionsViewReducer_1.uploadTransactionCategorizationReceiptSuccess.match), (0, operators_1.mergeMap)((action) => {
+    const { transactionPayload, updateType } = action.payload;
+    const updateActions = [];
+    const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state$.value);
+    const selectedPeriodByTenantId = state$.value.expenseAutomationViewState.selectedPeriodByTenantId;
+    updateActions.push((0, transactionReducer_1.updateTransaction)(transactionPayload.transaction_id, transactionPayload, updateType));
+    if (currentTenant != null) {
+        const monthEndChecksPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
+        if (monthEndChecksPeriod != null) {
+            updateActions.push((0, monthEndCloseChecksViewReducer_1.fetchMonthEndCloseChecks)({
+                tenantId: currentTenant.tenantId,
+                period: monthEndChecksPeriod,
+                refreshViewInBackground: true,
+            }));
+        }
+    }
+    return (0, rxjs_1.from)(updateActions);
+}));
+exports.uploadTransactionReceiptSuccessEpic = uploadTransactionReceiptSuccessEpic;

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts

@@ -37,7 +37,7 @@ export declare const getLineItemsByTransactionsIdsFromResponse: (transactions: S
 export declare const getLineItemsByTransactionIdsFromLocalData: (transactionLocalData: TransactionReviewLocalDataSelectorView[], selectedTab: TransactionsTab) => Record<ID, string[]>;
 export declare const mergeTabSpecificLineItems: (currentTabSpecificLineItems: TabSpecificLineItems, selectedTab: TransactionsTab, newLineItems: TabSpecificLineItems) => TabSpecificLineItems;
 export declare const getSnackbarMessageForTransactionReview: (updatedCount: number, failedCount: number, categorizedCount: number) => {
-    messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipts_upload" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed";
+    messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed";
     messageText: "notification" | "success" | "failed";
     type: "error" | "success" | "info";
     variables: {

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js

@@ -46,8 +46,8 @@ const filterAutoTabLineItems = (tabView, transactionId, updatedTransaction) => {
     if (localData == null) {
         return;
     }
-    const currentAutoLineIds = localData.transactionReviewLocalData.tabSpecificLineItems
-        .autoCategorized ?? [];
+    const currentAutoLineIds = localData.transactionReviewLocalData.tabSpecificLineItems.autoCategorized ??
+        [];
     const linesById = new Map(updatedTransaction.lines?.map((l) => [l.id, l]));
     const retainedLineIds = currentAutoLineIds.filter((lineId) => {
         const line = linesById.get(lineId);

package/lib/view/expenseAutomationView/payload/missingReceiptsPayload.d.ts

@@ -1,5 +1,9 @@
+import { URLPayload } from '../../../commonPayloadTypes/urlPayload';
 import { TransactionPayload } from '../../../entity/transaction/payloadTypes/transactionPayload';
+import { SupportedTransactionPayload } from '../../../entity/transaction/transactionState';
 import { ZeniAPIResponse } from '../../../responsePayload';
+import type { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
+import type { BatchDetails, BatchFile, BatchFileStatus, BatchListItem, BatchStatus, BatchSummary, ManualSearchResult } from '../types/missingReceiptsViewState';
 export interface MissingReceiptsQueryPayload {
     end_date: string;
     is_attachment_missing_only: boolean;
@@ -13,4 +17,118 @@ interface MissingReceiptsPayload {
     transactions: TransactionPayload[];
 }
 export type MissingReceiptsResponse = ZeniAPIResponse<MissingReceiptsPayload>;
+export interface BatchListQueryPayload {
+    end_date: string;
+    sort_order: string;
+    start_date: string;
+}
+export interface BulkUploadResponsePayload {
+    batch_id: string;
+    status: string;
+    total_files: number;
+}
+export type BulkUploadResponse = ZeniAPIResponse<BulkUploadResponsePayload>;
+export interface BatchListResponsePayload {
+    batches: BatchListItemPayload[];
+}
+export interface BatchListItemPayload {
+    batch_id: string;
+    created_at: string;
+    failed_count: number;
+    matched_count: number;
+    no_match_count: number;
+    possible_matches_count: number;
+    status: string;
+    total_files: number;
+}
+export type BatchListResponse = ZeniAPIResponse<BatchListResponsePayload>;
+export interface MatchedTransactionPayload {
+    amount: number;
+    currency_code: string;
+    transaction_date: string | null;
+    transaction_id: string;
+    vendor_name: string;
+    transaction_type?: string;
+    vendor_logo?: URLPayload | null;
+}
+export interface MatchCandidatePayload extends MatchedTransactionPayload {
+    match_score: number;
+}
+/**
+ * Wire payload for a batch file row. `status` may use legacy aliases (`matched`, `un_matched`,
+ * `possible_match`, `possible_matches`, etc.) until the backend is fully migrated; canonical
+ * values are applied in {@link parseBatchFileStatus} via {@link toBatchFile}.
+ */
+export interface BatchFilePayload {
+    attachment_id: string;
+    file_id: string;
+    file_preview_url: string | null;
+    filename: string;
+    status: string;
+    candidates?: MatchCandidatePayload[];
+    match_source?: string;
+    matched_transaction?: MatchedTransactionPayload;
+}
+export interface BatchDetailsResponsePayload {
+    batch_id: string;
+    created_at: string;
+    files: BatchFilePayload[];
+    status: string;
+    summary: {
+        failed: number;
+        matched: number;
+        no_match: number;
+        possible_matches: number;
+        total: number;
+    };
+}
+export type BatchDetailsResponse = ZeniAPIResponse<BatchDetailsResponsePayload>;
+/**
+ * Maps batch-details API `files[].status` strings to canonical {@link BatchFileStatus}.
+ * Legacy aliases are supported during rollout; unknown strings map to `failed` so Redux never
+ * holds untyped status values.
+ */
+export declare function parseBatchFileStatus(raw: string): BatchFileStatus;
+export declare function toBatchFile(payload: BatchFilePayload, filesEndPoint?: string): BatchFile;
+export declare function extractTransactionPayloadsFromBatchFiles(files: BatchFilePayload[]): SupportedTransactionPayload[];
+export declare function toBatchSummary(payload: BatchDetailsResponsePayload['summary']): BatchSummary;
+export declare function toBatchDetails(payload: BatchDetailsResponsePayload, filesEndPoint?: string): BatchDetails;
+/** Batch list `status` is a string from the API — compare case-insensitively. */
+export declare function isBatchListStatusCompleted(status: string): boolean;
+/**
+ * Subset of the get-all-batches (`/batches?query=...`) list that is eligible for
+ * `GET /batches/:batchId` details fetches. The stored list may include pending, failed, or other
+ * statuses for UI; only `completed` rows should trigger batch-details requests.
+ */
+export declare function filterBatchListItemsForBatchDetailsFetch(batches: BatchListItem[]): BatchListItem[];
+/**
+ * Batch details API response `status` field — only completed payloads should be stored from
+ * multi-batch fetch paths (list can be briefly stale vs. live processing state).
+ */
+export declare function isBatchDetailsApiStatusCompleted(status: string): boolean;
+export declare function findBatchListItemForBatchId(batchListByPeriod: Record<MonthYearPeriodId, BatchListItem[]>, batchId: string): BatchListItem | undefined;
+/**
+ * Whether it is appropriate to call `GET .../batches/:id` for details.
+ * Skips when live batch status or batch list row indicates the batch is not completed yet.
+ * When status is unknown in both sources, allows the request (e.g. dispatch before list refresh).
+ */
+export declare function shouldFetchBatchDetailsForBatchId(batchStatusById: Record<string, BatchStatus>, batchListByPeriod: Record<MonthYearPeriodId, BatchListItem[]>, batchId: string): boolean;
+export declare function toBatchListItem(payload: BatchListItemPayload): BatchListItem;
+/** Maps expense-automation transaction rows to manual-search list rows (Unmatched tab). */
+export declare function supportedTransactionPayloadToManualSearchResult(payload: SupportedTransactionPayload): ManualSearchResult;
+export interface CompletedTransactionsQueryPayload {
+    end_date?: string;
+    match_type?: string;
+    page_size?: number;
+    page_token?: string | null;
+    sort_by?: string;
+    sort_order?: string;
+    start_date?: string;
+}
+export interface CompletedTransactionsResponsePayload {
+    next_page_token: string | null;
+    total_count: number;
+    transactions: SupportedTransactionPayload[];
+}
+export type CompletedTransactionsResponse = ZeniAPIResponse<CompletedTransactionsResponsePayload>;
 export {};

package/lib/view/expenseAutomationView/payload/missingReceiptsPayload.js

@@ -1,2 +1,187 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
+exports.parseBatchFileStatus = parseBatchFileStatus;
+exports.toBatchFile = toBatchFile;
+exports.extractTransactionPayloadsFromBatchFiles = extractTransactionPayloadsFromBatchFiles;
+exports.toBatchSummary = toBatchSummary;
+exports.toBatchDetails = toBatchDetails;
+exports.isBatchListStatusCompleted = isBatchListStatusCompleted;
+exports.filterBatchListItemsForBatchDetailsFetch = filterBatchListItemsForBatchDetailsFetch;
+exports.isBatchDetailsApiStatusCompleted = isBatchDetailsApiStatusCompleted;
+exports.findBatchListItemForBatchId = findBatchListItemForBatchId;
+exports.shouldFetchBatchDetailsForBatchId = shouldFetchBatchDetailsForBatchId;
+exports.toBatchListItem = toBatchListItem;
+exports.supportedTransactionPayloadToManualSearchResult = supportedTransactionPayloadToManualSearchResult;
+const urlPayload_1 = require("../../../commonPayloadTypes/urlPayload");
+const transactionPayload_1 = require("../../../entity/transaction/payloadTypes/transactionPayload");
+// -- Converter functions --
+/**
+ * Maps batch-details API `files[].status` strings to canonical {@link BatchFileStatus}.
+ * Legacy aliases are supported during rollout; unknown strings map to `failed` so Redux never
+ * holds untyped status values.
+ */
+function parseBatchFileStatus(raw) {
+    const s = raw.trim().toLowerCase().replace(/-/g, '_');
+    switch (s) {
+        case 'exact_match':
+        case 'matched':
+            return 'exact_match';
+        case 'possible_matches':
+        case 'possible_match':
+        case 'possiblematch':
+        case 'un_matched':
+        case 'unmatched':
+            return 'possible_matches';
+        case 'no_match':
+        case 'nomatch':
+            return 'no_match';
+        case 'failed':
+            return 'failed';
+        default:
+            return 'failed';
+    }
+}
+function toBatchFile(payload, filesEndPoint) {
+    return {
+        attachmentId: payload.attachment_id,
+        candidates: payload.candidates?.map((c) => ({
+            transactionId: c.transaction_id,
+            matchScore: c.match_score,
+        })),
+        fileDownloadUrl: payload.file_id != null && filesEndPoint != null
+            ? `${filesEndPoint}/1.0/files/${payload.file_id}?query=${encodeURIComponent(JSON.stringify({ download_file: true }))}`
+            : null,
+        fileId: payload.file_id,
+        filePreviewUrl: payload.file_preview_url,
+        filename: payload.filename,
+        matchSource: payload.match_source,
+        matchedTransactionId: payload.matched_transaction?.transaction_id,
+        status: parseBatchFileStatus(payload.status),
+    };
+}
+function extractTransactionPayloadsFromBatchFiles(files) {
+    const seen = new Set();
+    const payloads = [];
+    for (const file of files) {
+        if (file.matched_transaction != null) {
+            const id = file.matched_transaction.transaction_id;
+            if (!seen.has(id)) {
+                seen.add(id);
+                payloads.push(matchedTransactionPayloadToSupportedTransactionPayload(file.matched_transaction));
+            }
+        }
+        if (file.candidates != null) {
+            for (const candidate of file.candidates) {
+                const id = candidate.transaction_id;
+                if (!seen.has(id)) {
+                    seen.add(id);
+                    payloads.push(matchedTransactionPayloadToSupportedTransactionPayload(candidate));
+                }
+            }
+        }
+    }
+    return payloads;
+}
+function matchedTransactionPayloadToSupportedTransactionPayload(payload) {
+    return {
+        transaction_id: payload.transaction_id,
+        transaction_type: payload.transaction_type ?? 'expense',
+        transaction_date: payload.transaction_date ?? '',
+        currency_code: payload.currency_code,
+        total_amount: payload.amount,
+        vendor_name: payload.vendor_name,
+        logo: payload.vendor_logo == null ? undefined : (0, urlPayload_1.toURL)(payload.vendor_logo),
+    };
+}
+function toBatchSummary(payload) {
+    return {
+        failed: payload.failed,
+        matched: payload.matched,
+        noMatch: payload.no_match,
+        possibleMatches: payload.possible_matches,
+        total: payload.total,
+    };
+}
+function toBatchDetails(payload, filesEndPoint) {
+    return {
+        batchId: payload.batch_id,
+        createdAt: payload.created_at,
+        files: payload.files.map((f) => toBatchFile(f, filesEndPoint)),
+        status: payload.status,
+        summary: toBatchSummary(payload.summary),
+    };
+}
+/** Batch list `status` is a string from the API — compare case-insensitively. */
+function isBatchListStatusCompleted(status) {
+    return status.toLowerCase() === 'completed';
+}
+/**
+ * Subset of the get-all-batches (`/batches?query=...`) list that is eligible for
+ * `GET /batches/:batchId` details fetches. The stored list may include pending, failed, or other
+ * statuses for UI; only `completed` rows should trigger batch-details requests.
+ */
+function filterBatchListItemsForBatchDetailsFetch(batches) {
+    return batches.filter((b) => isBatchListStatusCompleted(b.status));
+}
+/**
+ * Batch details API response `status` field — only completed payloads should be stored from
+ * multi-batch fetch paths (list can be briefly stale vs. live processing state).
+ */
+function isBatchDetailsApiStatusCompleted(status) {
+    return status.toLowerCase() === 'completed';
+}
+function findBatchListItemForBatchId(batchListByPeriod, batchId) {
+    for (const list of Object.values(batchListByPeriod)) {
+        const found = list.find((b) => b.batchId === batchId);
+        if (found != null) {
+            return found;
+        }
+    }
+    return undefined;
+}
+/**
+ * Whether it is appropriate to call `GET .../batches/:id` for details.
+ * Skips when live batch status or batch list row indicates the batch is not completed yet.
+ * When status is unknown in both sources, allows the request (e.g. dispatch before list refresh).
+ */
+function shouldFetchBatchDetailsForBatchId(batchStatusById, batchListByPeriod, batchId) {
+    const live = batchStatusById[batchId]?.status;
+    if (live === 'completed') {
+        return true;
+    }
+    if (live === 'pending' || live === 'processing') {
+        return false;
+    }
+    const listItem = findBatchListItemForBatchId(batchListByPeriod, batchId);
+    if (listItem != null && !isBatchListStatusCompleted(listItem.status)) {
+        return false;
+    }
+    return true;
+}
+function toBatchListItem(payload) {
+    return {
+        batchId: payload.batch_id,
+        createdAt: payload.created_at,
+        failedCount: payload.failed_count,
+        matchedCount: payload.matched_count,
+        noMatchCount: payload.no_match_count,
+        possibleMatchesCount: payload.possible_matches_count,
+        status: payload.status,
+        totalFiles: payload.total_files,
+    };
+}
+/** Maps expense-automation transaction rows to manual-search list rows (Unmatched tab). */
+function supportedTransactionPayloadToManualSearchResult(payload) {
+    const amountPayload = (0, transactionPayload_1.getTransactionPayloadAmount)(payload);
+    return {
+        amount: amountPayload.amount,
+        currencyCode: amountPayload.currencyCode,
+        entityId: payload.vendor_id ?? payload.customer_id ?? '',
+        memo: payload.transaction_memo ?? '',
+        transactionDate: payload.transaction_date,
+        transactionId: payload.transaction_id,
+        transactionType: payload.transaction_type,
+        vendorName: payload.vendor_name ?? '',
+        vendorLogo: (0, urlPayload_1.toURL)(payload.logo)?.href,
+    };
+}