@zeniai/client-epic-state 4.20.10 → 5.0.0-beta0ND

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

@@ -8,6 +8,8 @@ const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
 const responsePayload_1 = require("../../../../responsePayload");
 const missingReceiptsPayload_1 = require("../../payload/missingReceiptsPayload");
 const missingReceiptsViewReducer_1 = require("../../reducers/missingReceiptsViewReducer");
+const bulkUploadTiming_1 = require("../../helpers/bulkUploadTiming");
+const rollingCalendarDateRangeInclusive_1 = require("../../helpers/rollingCalendarDateRangeInclusive");
 const fetchBulkUploadBatchesEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.fetchBulkUploadBatches.match), (0, operators_1.switchMap)((action) => {
     const { cacheOverride } = action.payload;
     const state = state$.value;
@@ -22,10 +24,10 @@ const fetchBulkUploadBatchesEpic = (actions$, state$, zeniAPI) => actions$.pipe(
             selectedPeriod,
         }));
     }
-    const period = (0, timePeriod_1.convertToPeriod)(selectedPeriod);
+    const { end, start } = (0, rollingCalendarDateRangeInclusive_1.rollingCalendarDateRangeInclusive)(bulkUploadTiming_1.BULK_UPLOAD_BATCH_LIST_DATE_RANGE_DAYS);
     const queryParam = {
-        start_date: period.start,
-        end_date: period.end,
+        start_date: start,
+        end_date: end,
         sort_order: 'desc',
     };
     return zeniAPI

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

@@ -0,0 +1,10 @@
+import { ActionsObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { fetchCompletedTransactions, setBulkUploadCompletedSubTab, setBulkUploadSortConfig } from '../../reducers/missingReceiptsViewReducer';
+export type ActionType = ReturnType<typeof setBulkUploadSortConfig> | ReturnType<typeof setBulkUploadCompletedSubTab> | ReturnType<typeof fetchCompletedTransactions>;
+/**
+ * Completed transactions are cached per sort key/order/sub-tab. After a sort or sub-tab
+ * change, the fetch epic would otherwise skip the network when that cache entry already
+ * exists — dispatch a cache-bypassing initial fetch whenever either changes from the UI.
+ */
+export declare const refetchCompletedTransactionsOnBulkUploadSortEpic: (actions$: ActionsObservable<ActionType>) => Observable<ActionType>;

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

@@ -0,0 +1,16 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.refetchCompletedTransactionsOnBulkUploadSortEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const missingReceiptsViewReducer_1 = require("../../reducers/missingReceiptsViewReducer");
+/**
+ * Completed transactions are cached per sort key/order/sub-tab. After a sort or sub-tab
+ * change, the fetch epic would otherwise skip the network when that cache entry already
+ * exists — dispatch a cache-bypassing initial fetch whenever either changes from the UI.
+ */
+const refetchCompletedTransactionsOnBulkUploadSortEpic = (actions$) => {
+    return actions$.pipe((0, operators_1.filter)((action) => missingReceiptsViewReducer_1.setBulkUploadSortConfig.match(action) ||
+        missingReceiptsViewReducer_1.setBulkUploadCompletedSubTab.match(action)), (0, operators_1.mergeMap)(() => (0, rxjs_1.of)((0, missingReceiptsViewReducer_1.fetchCompletedTransactions)(undefined, true))));
+};
+exports.refetchCompletedTransactionsOnBulkUploadSortEpic = refetchCompletedTransactionsOnBulkUploadSortEpic;

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

@@ -0,0 +1,18 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { RootState } from '../../../../reducer';
+import { ZeniAPI } from '../../../../zeniAPI';
+import { fetchBulkUploadBatchesSuccess, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState } from '../../reducers/missingReceiptsViewReducer';
+export type ActionType = ReturnType<typeof restoreBulkUploadAutomatchingOnMount> | ReturnType<typeof fetchBulkUploadBatchesSuccess> | ReturnType<typeof restoreBulkUploadMatchingState>;
+/**
+ * On missing-receipts entry / period switch, hydrate the automatching banner for the logged-in
+ * user without relying on UI-driven list fetches (the Missing tab does not fetch the batch list
+ * while `phase === 'idle'`). Flow:
+ *  1. Call `GET /1.0/batches` (rolling 30-day window).
+ *  2. Emit `fetchBulkUploadBatchesSuccess` so `batchListByPeriod` is populated for the selected
+ *     period (prevents a duplicate list fetch when the user switches to the Unmatched tab).
+ *  3. For each `processing|pending` row, call `GET /1.0/batches/:id` in order; for the first row
+ *     whose details `user_id` matches the logged-in user and whose status is still
+ *     pending/processing, dispatch `restoreBulkUploadMatchingState` and stop.
+ */
+export declare const restoreBulkUploadAutomatchingOnMountEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -0,0 +1,102 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.restoreBulkUploadAutomatchingOnMountEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const responsePayload_1 = require("../../../../responsePayload");
+const missingReceiptsPayload_1 = require("../../payload/missingReceiptsPayload");
+const missingReceiptsViewReducer_1 = require("../../reducers/missingReceiptsViewReducer");
+const bulkUploadTiming_1 = require("../../helpers/bulkUploadTiming");
+const rollingCalendarDateRangeInclusive_1 = require("../../helpers/rollingCalendarDateRangeInclusive");
+const timePeriod_1 = require("../../../../commonStateTypes/timePeriod");
+const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
+/**
+ * On missing-receipts entry / period switch, hydrate the automatching banner for the logged-in
+ * user without relying on UI-driven list fetches (the Missing tab does not fetch the batch list
+ * while `phase === 'idle'`). Flow:
+ *  1. Call `GET /1.0/batches` (rolling 30-day window).
+ *  2. Emit `fetchBulkUploadBatchesSuccess` so `batchListByPeriod` is populated for the selected
+ *     period (prevents a duplicate list fetch when the user switches to the Unmatched tab).
+ *  3. For each `processing|pending` row, call `GET /1.0/batches/:id` in order; for the first row
+ *     whose details `user_id` matches the logged-in user and whose status is still
+ *     pending/processing, dispatch `restoreBulkUploadMatchingState` and stop.
+ */
+const restoreBulkUploadAutomatchingOnMountEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.restoreBulkUploadAutomatchingOnMount.match), (0, operators_1.mergeMap)(() => {
+    const state = state$.value;
+    const { expenseAutomationMissingReceiptsViewState: { bulkUpload }, expenseAutomationViewState: { selectedPeriodByTenantId }, } = state;
+    if (bulkUpload.phase !== 'idle') {
+        return rxjs_1.EMPTY;
+    }
+    if (bulkUpload.batchListFetchState.fetchState === 'In-Progress') {
+        return rxjs_1.EMPTY;
+    }
+    const loggedInUserId = state.tenantState.loggedInUser?.userId;
+    if (loggedInUserId == null) {
+        return rxjs_1.EMPTY;
+    }
+    const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
+    const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
+    if (selectedPeriod == null) {
+        return rxjs_1.EMPTY;
+    }
+    const { end, start } = (0, rollingCalendarDateRangeInclusive_1.rollingCalendarDateRangeInclusive)(bulkUploadTiming_1.BULK_UPLOAD_BATCH_LIST_DATE_RANGE_DAYS);
+    const queryParam = {
+        start_date: start,
+        end_date: end,
+        sort_order: 'desc',
+    };
+    const listUrl = `${zeniAPI.apiEndPoints.communicationAgentMicroServiceBaseUrl}/1.0/batches?query=${encodeURIComponent(JSON.stringify(queryParam))}`;
+    const detailsBaseUrl = `${zeniAPI.apiEndPoints.communicationAgentMicroServiceBaseUrl}/1.0/batches/`;
+    const periodId = (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod);
+    const alreadyCached = (bulkUpload.batchListByPeriod[periodId] ?? []).length > 0 &&
+        bulkUpload.batchListFetchState.fetchState === 'Completed';
+    const listSource = alreadyCached
+        ? (0, rxjs_1.of)(null)
+        : zeniAPI.getJSON(listUrl).pipe((0, operators_1.catchError)(() => (0, rxjs_1.of)(null)));
+    return listSource.pipe((0, operators_1.mergeMap)((listResponse) => {
+        const batchList = alreadyCached
+            ? bulkUpload.batchListByPeriod[periodId] ?? []
+            : listResponse != null &&
+                (0, responsePayload_1.isSuccessResponse)(listResponse) &&
+                listResponse.data != null
+                ? listResponse.data.batches.map(missingReceiptsPayload_1.toBatchListItem)
+                : null;
+        if (batchList == null) {
+            return rxjs_1.EMPTY;
+        }
+        const successAction = alreadyCached
+            ? null
+            : (0, missingReceiptsViewReducer_1.fetchBulkUploadBatchesSuccess)({
+                batchList,
+                selectedPeriod,
+            });
+        const processingBatches = batchList.filter((b) => {
+            const status = b.status.toLowerCase();
+            return status === 'processing' || status === 'pending';
+        });
+        const restoreStream = (0, rxjs_1.from)(processingBatches).pipe((0, operators_1.concatMap)((batch) => zeniAPI
+            .getJSON(`${detailsBaseUrl}${batch.batchId}`)
+            .pipe((0, operators_1.mergeMap)((response) => {
+            if (!(0, responsePayload_1.isSuccessResponse)(response) || response.data == null) {
+                return rxjs_1.EMPTY;
+            }
+            const data = response.data;
+            const detailsUserId = data.user_id;
+            if (detailsUserId == null ||
+                detailsUserId !== loggedInUserId) {
+                return rxjs_1.EMPTY;
+            }
+            if (!(0, missingReceiptsPayload_1.isBatchDetailsStatusPendingOrProcessing)(data.status)) {
+                return rxjs_1.EMPTY;
+            }
+            return (0, rxjs_1.of)((0, missingReceiptsViewReducer_1.restoreBulkUploadMatchingState)({
+                batchId: batch.batchId,
+                totalFiles: batch.totalFiles,
+            }));
+        }), (0, operators_1.catchError)(() => rxjs_1.EMPTY))), (0, operators_1.take)(1));
+        return successAction != null
+            ? (0, rxjs_1.concat)((0, rxjs_1.of)(successAction), restoreStream)
+            : restoreStream;
+    }));
+}));
+exports.restoreBulkUploadAutomatchingOnMountEpic = restoreBulkUploadAutomatchingOnMountEpic;

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

@@ -3,19 +3,20 @@ 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");
+const rollingCalendarDateRangeInclusive_1 = require("../../helpers/rollingCalendarDateRangeInclusive");
 /**
  * `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;
+/** Inclusive rolling window for manual match search (ignores accounting period picker). */
+const MANUAL_SEARCH_TRANSACTION_DATE_RANGE_DAYS = 90;
 const searchTransactionsForManualMatchEpic = (actions$, state$, zeniAPI) => {
     const searchActions$ = actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.searchTransactionsForManualMatch.match));
     const pagination$ = searchActions$.pipe((0, operators_1.filter)((action) => action.payload.pageToken != null));
@@ -32,18 +33,11 @@ const searchTransactionsForManualMatchEpic = (actions$, state$, zeniAPI) => {
             return rxjs_1.EMPTY;
         }
         const state = state$.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 { expenseAutomationMissingReceiptsViewState: { bulkUpload: { manualSearch, sortKey, sortOrder }, }, } = state;
+        const { end, start } = (0, rollingCalendarDateRangeInclusive_1.rollingCalendarDateRangeInclusive)(MANUAL_SEARCH_TRANSACTION_DATE_RANGE_DAYS);
         const queryParam = {
-            start_date: period.start,
-            end_date: period.end,
+            start_date: start,
+            end_date: end,
             auto_categorized: exports.MANUAL_TRANSACTION_SEARCH_AUTO_CATEGORIZED,
             sort_by: (0, transactionsViewState_1.toTransactionsSortKey)(sortKey),
             sort_order: sortOrder === 'ascending' ? 'asc' : 'desc',

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

@@ -4,8 +4,8 @@ import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
 import { updateTransactions } from '../../../../entity/transaction/transactionReducer';
 import { RootState } from '../../../../reducer';
 import { ZeniAPI } from '../../../../zeniAPI';
-import { bulkUploadAutomatchingTimedOut, 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> | ReturnType<typeof bulkUploadAutomatchingTimedOut>;
+import { bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, clearBulkUpload, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, restoreBulkUploadMatchingState } from '../../reducers/missingReceiptsViewReducer';
+export type ActionType = ReturnType<typeof bulkUploadReceiptsSuccess> | ReturnType<typeof restoreBulkUploadMatchingState> | ReturnType<typeof pusherBatchStatusUpdate> | ReturnType<typeof fetchBulkUploadBatchDetailsSuccess> | ReturnType<typeof fetchBulkUploadBatches> | ReturnType<typeof requestMissingReceiptsTabNavigation> | ReturnType<typeof updateTransactions> | ReturnType<typeof clearBulkUpload> | ReturnType<typeof openSnackbar> | ReturnType<typeof bulkUploadAutomatchingTimedOut>;
 /**
  * On Pusher batch completion: refresh batch list (then fetchMultipleBatchDetailsEpic runs),
  * and request switching to the Unmatched tab. Debounced to reduce duplicate refreshes.

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

@@ -6,11 +6,13 @@ 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 bulkUploadTiming_1 = require("../../bulkUploadTiming");
+const bulkUploadTiming_1 = require("../../helpers/bulkUploadTiming");
 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;
+/** Shorter first poll for restored sessions — batch may already be near completion. */
+const RESTORE_FIRST_DELAY_MS = 5000;
 const FALLBACK_POLL_INTERVAL_MS = 10000;
 /**
  * On Pusher batch completion: refresh batch list (then fetchMultipleBatchDetailsEpic runs),
@@ -29,7 +31,8 @@ exports.pusherBatchStatusCompletionEpic = pusherBatchStatusCompletionEpic;
  * force `phase` to `completed` (dismiss automatching banner) and refresh the batch list.
  * Cancels when the batch completes normally, bulk state is cleared, or another upload supersedes.
  */
-const bulkUploadAutomatchingTimeoutEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.bulkUploadReceiptsSuccess.match), (0, operators_1.mergeMap)((action) => {
+const bulkUploadAutomatchingTimeoutEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)((action) => missingReceiptsViewReducer_1.bulkUploadReceiptsSuccess.match(action) ||
+    missingReceiptsViewReducer_1.restoreBulkUploadMatchingState.match(action)), (0, operators_1.mergeMap)((action) => {
     const { batchId } = action.payload;
     return (0, rxjs_1.timer)(bulkUploadTiming_1.BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS).pipe((0, operators_1.mergeMap)(() => {
         const bulk = state$.value.expenseAutomationMissingReceiptsViewState.bulkUpload;
@@ -49,10 +52,15 @@ exports.bulkUploadAutomatchingTimeoutEpic = bulkUploadAutomatchingTimeoutEpic;
  * error snackbar per upload session (first failure only) so the user is not spammed every
  * interval; Pusher or a later successful poll still completes the flow.
  */
-const pollBulkUploadBatchStatusEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.bulkUploadReceiptsSuccess.match), (0, operators_1.mergeMap)((action) => {
+const pollBulkUploadBatchStatusEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)((action) => missingReceiptsViewReducer_1.bulkUploadReceiptsSuccess.match(action) ||
+    missingReceiptsViewReducer_1.restoreBulkUploadMatchingState.match(action)), (0, operators_1.mergeMap)((action) => {
     const { batchId } = action.payload;
     let pollErrorNotified = false;
-    return (0, rxjs_1.timer)(FALLBACK_FIRST_DELAY_MS, FALLBACK_POLL_INTERVAL_MS).pipe((0, operators_1.takeUntil)((0, rxjs_1.merge)(actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.clearBulkUpload.match)), actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.pusherBatchStatusUpdate.match), (0, operators_1.filter)((action) => action.payload.batchId === batchId)), actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.fetchBulkUploadBatchDetailsSuccess.match), (0, operators_1.filter)((action) => action.payload.batchId === batchId)), actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.bulkUploadAutomatchingTimedOut.match), (0, operators_1.filter)((action) => action.payload.batchId === batchId)))), (0, operators_1.switchMap)(() => zeniAPI
+    const firstDelay = missingReceiptsViewReducer_1.restoreBulkUploadMatchingState.match(action)
+        ? RESTORE_FIRST_DELAY_MS
+        : FALLBACK_FIRST_DELAY_MS;
+    return (0, rxjs_1.timer)(firstDelay, FALLBACK_POLL_INTERVAL_MS).pipe((0, operators_1.takeUntil)((0, rxjs_1.merge)(actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.clearBulkUpload.match)), actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.pusherBatchStatusUpdate.match), (0, operators_1.filter)((action) => action.payload.batchId === batchId &&
+        action.payload.status === 'completed')), actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.fetchBulkUploadBatchDetailsSuccess.match), (0, operators_1.filter)((action) => action.payload.batchId === batchId)), actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.bulkUploadAutomatchingTimedOut.match), (0, operators_1.filter)((action) => action.payload.batchId === batchId)))), (0, operators_1.switchMap)(() => zeniAPI
         .getJSON(`${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). */

package/lib/view/expenseAutomationView/expenseAutomationViewSelector.js

@@ -94,7 +94,6 @@ function getExpenseAutomationView(state) {
     const fetchStateVariables = [
         expenseAutomationMissingReceiptsViewState,
         expenseAutomationJESchedulesViewState,
-        monthEndCloseChecksView,
         expenseAutomationTransactionsView,
         expenseAutomationReconciliationViewState,
     ];

package/lib/view/expenseAutomationView/{bulkUploadTiming.d.ts → helpers/bulkUploadTiming.d.ts}

@@ -8,3 +8,9 @@ export declare const BULK_UPLOAD_BAR_COMPLETE_HOLD_MS = 400;
  * fallback polling, clear the automatching banner (`phase` → completed), and refresh batch list.
  */
 export declare const BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS = 300000;
+/**
+ * Rolling window (in days) for the bulk-upload batch list API. Period-agnostic — the batch list
+ * ignores the accounting month picker. Shared between the regular batch-list fetch and the
+ * restore-on-mount hydration so both flows always query the same window.
+ */
+export declare const BULK_UPLOAD_BATCH_LIST_DATE_RANGE_DAYS = 30;

package/lib/view/expenseAutomationView/{bulkUploadTiming.js → helpers/bulkUploadTiming.js}

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS = exports.BULK_UPLOAD_BAR_COMPLETE_HOLD_MS = void 0;
+exports.BULK_UPLOAD_BATCH_LIST_DATE_RANGE_DAYS = exports.BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS = exports.BULK_UPLOAD_BAR_COMPLETE_HOLD_MS = void 0;
 /**
  * After upload API success, hold the bar at 100% this long before transitioning to matching,
  * so the fill animation can complete without an abrupt swap to the auto-matching banner.
@@ -11,3 +11,9 @@ exports.BULK_UPLOAD_BAR_COMPLETE_HOLD_MS = 400;
  * fallback polling, clear the automatching banner (`phase` → completed), and refresh batch list.
  */
 exports.BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS = 300000;
+/**
+ * Rolling window (in days) for the bulk-upload batch list API. Period-agnostic — the batch list
+ * ignores the accounting month picker. Shared between the regular batch-list fetch and the
+ * restore-on-mount hydration so both flows always query the same window.
+ */
+exports.BULK_UPLOAD_BATCH_LIST_DATE_RANGE_DAYS = 30;

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

@@ -0,0 +1,7 @@
+/**
+ * Local calendar dates from (end − (days − 1)) through end, inclusive.
+ */
+export declare function rollingCalendarDateRangeInclusive(days: number): {
+    end: string;
+    start: string;
+};

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

@@ -0,0 +1,16 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.rollingCalendarDateRangeInclusive = rollingCalendarDateRangeInclusive;
+const formatZeniDateFY_1 = require("../../../commonStateTypes/fiscalYearHelpers/formatZeniDateFY");
+const zeniDayJS_1 = require("../../../zeniDayJS");
+/**
+ * Local calendar dates from (end − (days − 1)) through end, inclusive.
+ */
+function rollingCalendarDateRangeInclusive(days) {
+    const end = (0, zeniDayJS_1.dateNow)().startOf('day');
+    const start = end.subtract(days - 1, 'day');
+    return {
+        end: end.format(formatZeniDateFY_1.DEFAULT_DATE_FORMAT),
+        start: start.format(formatZeniDateFY_1.DEFAULT_DATE_FORMAT),
+    };
+}

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

@@ -67,8 +67,8 @@ const toTransactionUpdatesFromTransactionCategorizationLocalData = (transactionC
                 lineItem.account?.qboId !== accountLine.account.qboId &&
                     Boolean(lineItem.account?.qboId);
             hasClassChanged =
-                Boolean(lineItem.class?.qboId) &&
-                    lineItem.class?.qboId !== accountLine.class.qboId;
+                (lineItem.class?.qboId != null || accountLine.class?.qboId != null) &&
+                    lineItem.class?.qboId !== accountLine.class?.qboId;
             const recommendedAccountBase = (0, saveTransactionHelper_1.toRecommendedAccountBase)(lineItem.amount.amount, lineItem.account);
             const recommendedClassBase = (0, saveTransactionHelper_1.toRecommendedClassBase)(lineItem.amount.amount, lineItem.class);
             if (entityDetails != null &&

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" | "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";
+    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" | "receipts_bulk_match" | "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" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "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" | "accounting_classes_enabled_update";
     messageText: "notification" | "success" | "failed";
     type: "error" | "success" | "info";
     variables: {

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

@@ -241,7 +241,7 @@ const buildLineItemById = (transaction, uncategorizedIncomeExpense, recommendati
                         isPreFilled: true,
                     };
                 }
-                if (accountLine.class.classId === '' &&
+                if (Boolean(accountLine.class?.classId) === false &&
                     higherPreferenceRecommendation?.class != null) {
                     record.class = {
                         ...higherPreferenceRecommendation.class,
@@ -472,7 +472,7 @@ const setEntityRecommendationForLineIdInLocalData = (draft, transaction, transac
                                 }
                                 : accountLine.account;
                     record.class =
-                        accountLine.class.classId !== ''
+                        Boolean(accountLine.class?.classId) !== false
                             ? accountLine.class
                             : recommendations?.[0]?.class
                                 ? {

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

@@ -10,11 +10,11 @@ export interface ExpenseAutomationJESchedulesQueryPayload {
     start_date: string;
 }
 interface ExpenseAutomationJESchedulesPayload {
-    draft_je_schedules: JEScheduledTransactionPayload[];
     failed_je_postings: {
         je_schedules: JEScheduledTransactionPayload[];
         scheduled_journal_entries: ScheduledJournalEntryPayload[];
     };
+    je_schedules: JEScheduledTransactionPayload[];
 }
 export type ExpenseAutomationJESchedulesResponse = ZeniAPIResponse<ExpenseAutomationJESchedulesPayload>;
 export interface IgnoreDraftJESchedulePayload {

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

@@ -40,6 +40,7 @@ export interface BatchListItemPayload {
     possible_matches_count: number;
     status: string;
     total_files: number;
+    user_id: string;
 }
 export type BatchListResponse = ZeniAPIResponse<BatchListResponsePayload>;
 export interface MatchedTransactionPayload {
@@ -81,6 +82,8 @@ export interface BatchDetailsResponsePayload {
         possible_matches: number;
         total: number;
     };
+    /** Uploader — used to scope automatching UI to the user who submitted the batch. */
+    user_id?: string;
 }
 export type BatchDetailsResponse = ZeniAPIResponse<BatchDetailsResponsePayload>;
 /**
@@ -93,6 +96,8 @@ export declare function toBatchFile(payload: BatchFilePayload, filesEndPoint?: s
 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 is still in-flight for automatching (GET /batches/:id while not completed). */
+export declare function isBatchDetailsStatusPendingOrProcessing(status: string): boolean;
 /** Batch list `status` is a string from the API — compare case-insensitively. */
 export declare function isBatchListStatusCompleted(status: string): boolean;
 /**

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

@@ -5,6 +5,7 @@ exports.toBatchFile = toBatchFile;
 exports.extractTransactionPayloadsFromBatchFiles = extractTransactionPayloadsFromBatchFiles;
 exports.toBatchSummary = toBatchSummary;
 exports.toBatchDetails = toBatchDetails;
+exports.isBatchDetailsStatusPendingOrProcessing = isBatchDetailsStatusPendingOrProcessing;
 exports.isBatchListStatusCompleted = isBatchListStatusCompleted;
 exports.filterBatchListItemsForBatchDetailsFetch = filterBatchListItemsForBatchDetailsFetch;
 exports.isBatchDetailsApiStatusCompleted = isBatchDetailsApiStatusCompleted;
@@ -113,8 +114,16 @@ function toBatchDetails(payload, filesEndPoint) {
         files: payload.files.map((file) => toBatchFile(file, filesEndPoint)),
         status: (0, missingReceiptsViewState_1.toBatchStatusValue)(payload.status),
         summary: toBatchSummary(payload.summary),
+        ...(payload.user_id != null && payload.user_id !== ''
+            ? { userId: payload.user_id }
+            : {}),
     };
 }
+/** Batch is still in-flight for automatching (GET /batches/:id while not completed). */
+function isBatchDetailsStatusPendingOrProcessing(status) {
+    const s = status.toLowerCase();
+    return s === 'processing' || s === 'pending';
+}
 /** Batch list `status` is a string from the API — compare case-insensitively. */
 function isBatchListStatusCompleted(status) {
     return status.toLowerCase() === 'completed';
@@ -172,6 +181,7 @@ function toBatchListItem(payload) {
         possibleMatchesCount: payload.possible_matches_count,
         status: payload.status,
         totalFiles: payload.total_files,
+        userId: payload.user_id,
     };
 }
 /**

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

@@ -1,4 +1,5 @@
 import { StatusCodeWithLabelPayload } from '../../../commonPayloadTypes/statusPayload';
+import { ID } from '../../../commonStateTypes/common';
 import { MonthYearPeriod } from '../../../commonStateTypes/timePeriod';
 import { AccountPayload } from '../../../entity/account/accountPayload';
 import { ReconciliationDataPayload, StatementMetaDataPayload, TransactionsToReviewPayload } from '../../../entity/accountRecon/accountReconPayload';
@@ -9,14 +10,35 @@ import { UserPayload } from '../../../entity/user/userPayload';
 import { RootState } from '../../../reducer';
 import { ZeniAPIResponse } from '../../../responsePayload';
 import { BalancesLocalData, SaveReconcileDetailActionPayload } from '../types/reconciliationViewState';
+export interface DetectionInfoPayload {
+    account_id: string;
+    bank_balance: number | null;
+    cleared_balance: number | null;
+    variance: number | null;
+    currency_code?: string;
+    currency_symbol?: string;
+}
 export interface AccountAndPaymentAccountPayload extends AccountPayload {
     payment_account_id: string | null;
+    detection_info?: DetectionInfoPayload;
+    detection_reason?: string;
+}
+interface ExclusionInfoPayload {
+    bank_balance: number | null;
+    cleared_balance: number | null;
+    variance: number | null;
+}
+export interface ExcludedAccountPayload extends AccountAndPaymentAccountPayload {
+    exclusion_info: ExclusionInfoPayload;
 }
 export interface ReconciliationPayload {
     accounts: AccountAndPaymentAccountPayload[];
     files: FilePayload[];
     reconciliation: ReconciliationDataPayload[];
     users: UserPayload[];
+    detection_info?: DetectionInfoPayload;
+    detection_reason?: string;
+    excluded_accounts?: ExcludedAccountPayload[];
 }
 export type ReconciliationResponse = ZeniAPIResponse<ReconciliationPayload>;
 export interface SaveReconciliationReviewPayload {
@@ -29,6 +51,28 @@ export declare function createSaveReconciliationPayloadBasedOnActionAndMethod(st
         review: TransactionsToReviewPayload[];
     };
 };
+export interface ExcludeAccountFromReconciliationRequestPayload {
+    account_id: ID;
+    bank_balance: number;
+    cleared_balance: number;
+    variance: number;
+}
+export interface ExcludedAccountFromReconciliationPayload {
+    account_id: ID;
+    bank_balance: number | null;
+    cleared_balance: number | null;
+    variance: number | null;
+    currency_code?: string;
+    currency_symbol?: string;
+}
+export interface ExcludeAccountFromReconciliationResponsePayload {
+    excluded_account: ExcludedAccountFromReconciliationPayload;
+}
+export type ExcludeAccountFromReconciliationResponse = ZeniAPIResponse<ExcludeAccountFromReconciliationResponsePayload>;
+export interface IncludeAccountInReconciliationResponsePayload {
+    reconciliation: ReconciliationDataPayload;
+}
+export type IncludeAccountInReconciliationResponse = ZeniAPIResponse<IncludeAccountInReconciliationResponsePayload>;
 export interface DeleteStatementResponsePayload {
     statement_upload: {
         statement_data_status: StatusCodeWithLabelPayload;
@@ -54,3 +98,4 @@ export interface UploadStatementResponsePayload {
     };
 }
 export type UploadStatementResponse = ZeniAPIResponse<UploadStatementResponsePayload>;
+export {};

package/lib/view/expenseAutomationView/reducers/jeSchedulesViewReducer.d.ts

@@ -5,7 +5,7 @@ import { JEScheduledTransactionPayload } from '../../../entity/jeSchedules/jeSch
 import { JEScheduleTransactionKey } from '../../../entity/jeSchedules/jeSchedulesTypes';
 import { ZeniAPIStatus } from '../../../responsePayload';
 import { AccountTypeRecommendationPayload } from '../../accountMappingView/accountTypeRecommendation/accountTypeRecommendationPayload';
-import { AccountSettingsLocalData, AccountSettingsState, JEScheduleLocalData, JESchedulesViewState } from '../types/jeSchedulesViewState';
+import { AccountSettingsLocalData, AccountSettingsState, JEScheduleLocalData, JESchedulesViewState, JESchedulesViewUIState } from '../types/jeSchedulesViewState';
 export declare const accountSettingsInitialState: AccountSettingsState;
 export declare const initialState: JESchedulesViewState;
 export declare const clearExpenseAutomationJESchedulesView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/clearExpenseAutomationJESchedulesView">, clearJeAccountSettingsLocalData: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/clearJeAccountSettingsLocalData">, clearJeScheduleLocalData: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/clearJeScheduleLocalData">, fetchAccountSettingsListForAccountTypes: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/fetchAccountSettingsListForAccountTypes">, fetchJeSchedules: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[period: TimePeriod, refreshViewInBackground?: any], {
@@ -56,7 +56,7 @@ export declare const clearExpenseAutomationJESchedulesView: import("@reduxjs/too
     accountPayload: AccountMetadataPayload[];
 }, "expenseAutomationJESchedulesView/updateAccountSettingsListForAccountTypes">, updateAccountSettingsListForAccountTypesFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     status: ZeniAPIStatus;
-}, "expenseAutomationJESchedulesView/updateAccountSettingsListForAccountTypesFailure">, updateJeScheduleLocalDataById: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "expenseAutomationJESchedulesView/updateAccountSettingsListForAccountTypesFailure">, updateJESchedulesUIState: import("@reduxjs/toolkit").ActionCreatorWithPayload<Partial<JESchedulesViewUIState>, "expenseAutomationJESchedulesView/updateJESchedulesUIState">, updateJeScheduleLocalDataById: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     localData: Partial<JEScheduleLocalData>;
     scheduledJournalEntryID: ID;
 }, "expenseAutomationJESchedulesView/updateJeScheduleLocalDataById">, updateJeScheduleTransactionKeys: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[jeScheduleKeys: (`${string}_bill_${string}` | `${string}_expense_${string}` | `${string}_check_${string}` | `${string}_refund_${string}` | `${string}_invoice_${string}` | `${string}_payment_${string}` | `${string}_credit_memo_${string}` | `${string}_sales_receipt_${string}` | `${string}_delayed_credit_${string}` | `${string}_delayed_charge_${string}` | `${string}_bill_payment_${string}` | `${string}_bill_payment_check_${string}` | `${string}_bill_payment_credit_card_${string}` | `${string}_vendor_credit_${string}` | `${string}_credit_card_credit_${string}` | `${string}_transfer_${string}` | `${string}_credit_card_payment_${string}` | `${string}_deposit_${string}` | `${string}_journal_entry_${string}`)[], selectedPeriod: MonthYearPeriod], {