@zeniai/client-epic-state 4.20.11 → 5.0.0-betaRD1

package/lib/esm/view/companyTaskManagerView/companyTaskManagerViewReducer.js

@@ -5,10 +5,18 @@ export const initialUIState = {
     sortOrder: 'descending',
     pageToken: null,
 };
+const initialMetrics = {
+    closed: 0,
+    open: 0,
+    overdue: 0,
+    total: 0,
+};
 export const initialState = {
     taskIds: [],
     fetchState: 'Not-Started',
     error: undefined,
+    metrics: initialMetrics,
+    metricsFetchState: 'Not-Started',
     uiState: initialUIState,
     hasValidState() {
         return this.fetchState == 'Completed';
@@ -67,10 +75,20 @@ const companyTaskManagerView = createSlice({
                 return { payload: { error } };
             },
         },
+        fetchTaskManagerMetrics(draft) {
+            draft.metricsFetchState = 'In-Progress';
+        },
+        updateTaskManagerMetrics(draft, action) {
+            draft.metrics = action.payload;
+            draft.metricsFetchState = 'Completed';
+        },
+        updateTaskManagerMetricsOnFailure(draft) {
+            draft.metricsFetchState = 'Error';
+        },
         clearCompanyTaskManagerView(draft) {
             Object.assign(draft, initialState);
         },
     },
 });
-export const { fetchCompanyTaskManagerView, updateCompanyTaskManagerViewOnSuccess, updateCompanyTaskManagerViewOnFailure, clearCompanyTaskManagerView, } = companyTaskManagerView.actions;
+export const { fetchCompanyTaskManagerView, updateCompanyTaskManagerViewOnSuccess, updateCompanyTaskManagerViewOnFailure, fetchTaskManagerMetrics, updateTaskManagerMetrics, updateTaskManagerMetricsOnFailure, clearCompanyTaskManagerView, } = companyTaskManagerView.actions;
 export default companyTaskManagerView.reducer;

package/lib/esm/view/companyTaskManagerView/companyTaskManagerViewSelector.js

@@ -4,7 +4,7 @@ import { getTagsByIds } from '../../entity/tag/tagSelector';
 import { getTaskById } from '../../entity/task/taskSelector';
 import { getUserByUserId, getUsersByUserIds, } from '../../entity/user/userSelector';
 export const getCompanyTaskManagerView = createSelector((state) => state.companyTaskManagerViewState, (state) => state.companyState, (state) => state.userState, (state) => state.taskState, (state) => state.tagState, (companyTaskManagerViewState, companyState, userState, taskState, tagState) => {
-    const { taskIds, uiState, fetchState, error, totalTaskCount } = companyTaskManagerViewState;
+    const { taskIds, uiState, fetchState, error, totalTaskCount, metrics, metricsFetchState } = companyTaskManagerViewState;
     const tasksList = [];
     taskIds.forEach((taskId) => {
         const task = getTaskById(taskState, taskId);
@@ -27,6 +27,8 @@ export const getCompanyTaskManagerView = createSelector((state) => state.company
         }
     });
     return {
+        metrics,
+        metricsFetchState,
         tasksList,
         uiState,
         fetchState,

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

@@ -0,0 +1,17 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { isSuccessResponse, } from '../../../responsePayload';
+import { fetchTaskManagerMetrics, updateTaskManagerMetrics, updateTaskManagerMetricsOnFailure, } from '../companyTaskManagerViewReducer';
+export const fetchTaskManagerMetricsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchTaskManagerMetrics.match), switchMap(() => {
+    const query = JSON.stringify({ is_filter_by_logged_in_user: true });
+    return zeniAPI
+        .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels/tasks-es-metrics?query=${encodeURIComponent(query)}`)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            return of(updateTaskManagerMetrics(response.data.summary));
+        }
+        else {
+            return of(updateTaskManagerMetricsOnFailure());
+        }
+    }), catchError(() => of(updateTaskManagerMetricsOnFailure())));
+}));

package/lib/esm/view/companyView/companyViewReducer.js

@@ -284,6 +284,31 @@ const companyView = createSlice({
                 error: status,
             };
         },
+        updateAccountingClassesEnabled: {
+            reducer(draft, 
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _action) {
+                draft.passportView.accountingClassesUpdateStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(companyId, enabled) {
+                return { payload: { companyId, enabled } };
+            },
+        },
+        updateAccountingClassesEnabledSuccess(draft) {
+            draft.passportView.accountingClassesUpdateStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        updateAccountingClassesEnabledFailure(draft, action) {
+            draft.passportView.accountingClassesUpdateStatus = {
+                fetchState: 'Error',
+                error: action.payload.status,
+            };
+        },
         companyPassportUpdatePrimaryContact: {
             reducer(draft, action) {
                 const { primaryContact } = action.payload;
@@ -557,5 +582,5 @@ const companyView = createSlice({
         },
     },
 });
-export const { fetchCompanyPassportView, fetchAllCockpitViews, fetchOnboardingView, fetchManagementView, fetchSubscriptionView, fetchPortfolioView, fetchCompanyManagementView, companyManagementSaveUpdates, companyManagementSavePendingUpdates, companyManagementDiscardUpdates, companyManagementSaveUpdatesSuccess, companyManagementSaveUpdatesFailure, updateCompanyViewOnSuccess, updateCompanyViewOnFailure, fetchCompanyPortfolioView, fetchZeniUsers, updateZeniUsersOnSuccess, updateZeniUsersOnFailure, clearCompanyView, updateCompanyPortfolioUIState, updateCompanyManagementUIState, companyPassportSaveDataInLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, companyPassportUpdateCompanyDetails, companyPassportUpdateCompanyDetailsSuccess, companyPassportUpdateCompanyDetailsFailure, companyPassportUpdatePrimaryContact, companyPassportUpdatePrimaryContactSuccess, companyPassportUpdatePrimaryContactFailure, companyPassportUpdateCompanyOfficer, companyPassportUpdateCompanyOfficerSuccess, companyPassportUpdateCompanyOfficerFailure, companyPassportCreateCompanyOfficers, companyPassportCreateCompanyOfficersSuccess, companyPassportCreateCompanyOfficersFailure, updateCompanyPassportLocalStoreData, saveIndustryAndIncDateInCompanyPassportLocalStore, saveCompanyPassportDetails, fetchParentSubsidiaryManagementView, updateParentSubsidiaryView, updateParentSubsidiaryViewOnFailure, updateCompanyDownloadState, fetchCompanyMetaData, updateCompanyMetaDataOnSuccess, updateCompanyMetaDataOnFailure, updateMetaDataOnSendMonthEndReport, } = companyView.actions;
+export const { fetchCompanyPassportView, fetchAllCockpitViews, fetchOnboardingView, fetchManagementView, fetchSubscriptionView, fetchPortfolioView, fetchCompanyManagementView, companyManagementSaveUpdates, companyManagementSavePendingUpdates, companyManagementDiscardUpdates, companyManagementSaveUpdatesSuccess, companyManagementSaveUpdatesFailure, updateCompanyViewOnSuccess, updateCompanyViewOnFailure, fetchCompanyPortfolioView, fetchZeniUsers, updateZeniUsersOnSuccess, updateZeniUsersOnFailure, clearCompanyView, updateCompanyPortfolioUIState, updateCompanyManagementUIState, companyPassportSaveDataInLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, companyPassportUpdateCompanyDetails, companyPassportUpdateCompanyDetailsSuccess, companyPassportUpdateCompanyDetailsFailure, updateAccountingClassesEnabled, updateAccountingClassesEnabledSuccess, updateAccountingClassesEnabledFailure, companyPassportUpdatePrimaryContact, companyPassportUpdatePrimaryContactSuccess, companyPassportUpdatePrimaryContactFailure, companyPassportUpdateCompanyOfficer, companyPassportUpdateCompanyOfficerSuccess, companyPassportUpdateCompanyOfficerFailure, companyPassportCreateCompanyOfficers, companyPassportCreateCompanyOfficersSuccess, companyPassportCreateCompanyOfficersFailure, updateCompanyPassportLocalStoreData, saveIndustryAndIncDateInCompanyPassportLocalStore, saveCompanyPassportDetails, fetchParentSubsidiaryManagementView, updateParentSubsidiaryView, updateParentSubsidiaryViewOnFailure, updateCompanyDownloadState, fetchCompanyMetaData, updateCompanyMetaDataOnSuccess, updateCompanyMetaDataOnFailure, updateMetaDataOnSendMonthEndReport, } = companyView.actions;
 export default companyView.reducer;

package/lib/esm/view/companyView/epic/companyPassport/updateAccountingClassesEnabledEpic.js

@@ -0,0 +1,61 @@
+import { from } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { updateCompanies } from '../../../../entity/company/companyReducer';
+import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
+import { updateTenantAccountingClassesEnabled } from '../../../../entity/tenant/tenantReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { updateAccountingClassesEnabled, updateAccountingClassesEnabledFailure, updateAccountingClassesEnabledSuccess, } from '../../companyViewReducer';
+export const updateAccountingClassesEnabledEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(updateAccountingClassesEnabled.match), switchMap((action) => {
+    const { companyId, enabled } = action.payload;
+    const tenantId = Object.values(state$.value.tenantState.tenantsById).find((t) => t.companyId === companyId)?.tenantId;
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, { is_accounting_classes_enabled: enabled })
+        .pipe(mergeMap((response) => {
+        const companies = response.data?.companies ?? [];
+        if (isSuccessResponse(response) && companies.length > 0) {
+            const actions = [
+                updateCompanies({
+                    payload: companies,
+                    schema: {},
+                }),
+            ];
+            if (tenantId != null) {
+                actions.push(updateTenantAccountingClassesEnabled({
+                    enabled,
+                    tenantId,
+                }));
+            }
+            actions.push(updateAccountingClassesEnabledSuccess());
+            actions.push(openSnackbar({
+                messageSection: 'accounting_classes_enabled_update',
+                messageText: 'success',
+                type: 'success',
+            }));
+            return from(actions);
+        }
+        else {
+            return from([
+                updateAccountingClassesEnabledFailure({
+                    status: response.status,
+                }),
+                openSnackbar({
+                    messageSection: 'accounting_classes_enabled_update',
+                    messageText: 'failed',
+                    type: 'error',
+                }),
+            ]);
+        }
+    }), catchError((error) => from([
+        updateAccountingClassesEnabledFailure({
+            status: createZeniAPIStatus('Unexpected error', 'Update Accounting Classes Enabled errored out' +
+                (error instanceof Error
+                    ? error.message
+                    : JSON.stringify(error))),
+        }),
+        openSnackbar({
+            messageSection: 'accounting_classes_enabled_update',
+            messageText: 'failed',
+            type: 'error',
+        }),
+    ])));
+}));

package/lib/esm/view/companyView/types/companyPassport/companyPassportViewState.js

@@ -1,6 +1,10 @@
 import { initialCommonState } from '../commonState';
 export const initialCompanyPassportView = {
     ...initialCommonState,
+    accountingClassesUpdateStatus: {
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
     companyDetails: {
         localData: undefined,
         updateStatus: {

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

@@ -0,0 +1,44 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { changeAccountKey } from '../../../../entity/account/accountReducer';
+import { getAccountKey } from '../../../../entity/account/accountState';
+import { getAccountReconByAccountIdAndSelectedPeriod } from '../../../../entity/accountRecon/accountReconSelector';
+import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { excludeAccountFromReconciliation, excludeAccountFromReconciliationFailure, excludeAccountFromReconciliationSuccess, } from '../../reducers/reconciliationViewReducer';
+export const excludeAccountFromReconciliationEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(excludeAccountFromReconciliation.match), mergeMap((action) => {
+    const { accountId } = action.payload;
+    const state = state$.value;
+    const currentTenant = getCurrentTenant(state);
+    const selectedPeriod = state.expenseAutomationViewState.selectedPeriodByTenantId[currentTenant.tenantId];
+    const reconciliationData = getAccountReconByAccountIdAndSelectedPeriod(state, accountId, selectedPeriod);
+    const payload = {
+        account_id: accountId,
+        bank_balance: reconciliationData?.balance?.amount ?? null,
+        cleared_balance: reconciliationData?.clearedBalance?.amount ?? null,
+        variance: reconciliationData?.variance?.amount ?? null,
+    };
+    const apiUrl = `${zeniAPI.apiEndPoints.reconciliationMicroServiceBaseUrl}/1.0/reconciliation/excluded-accounts`;
+    return zeniAPI
+        .postAndGetJSON(apiUrl, payload)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response)) {
+            const newAccountKey = getAccountKey('excluded_account_reconciliation', accountId);
+            const oldAccountKey = getAccountKey('account_reconciliation', accountId);
+            return of(excludeAccountFromReconciliationSuccess({
+                account: response.data?.excluded_account ?? undefined,
+                selectedPeriod,
+            }), changeAccountKey({
+                oldKey: oldAccountKey,
+                newKey: newAccountKey,
+            }));
+        }
+        else {
+            return of(excludeAccountFromReconciliationFailure({
+                error: response.status,
+            }));
+        }
+    }), catchError((error) => of(excludeAccountFromReconciliationFailure({
+        error: createZeniAPIStatus('Unexpected Error', `Exclude account from reconciliation REST API call errored out ${JSON.stringify(error)}`),
+    }))));
+}));

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

@@ -53,22 +53,17 @@ export const fetchReconciliationViewEpic = (actions$, state$, zeniAPI) => action
         return zeniAPI.getJSON(apiUrl).pipe(mergeMap((response) => {
             if (isSuccessResponse(response) && response.data != null) {
                 const updateActions = [];
-                updateActions.push(updateAccounts(response.data.accounts, 'account_reconciliation'));
-                updateActions.push(updateAllUsers({
+                const allTransactionsPerRecon = getAllReviewTransactionsFromReconcilePayload(response.data.reconciliation);
+                updateActions.push(updateAccounts(response.data.accounts, 'account_reconciliation'), updateAccounts(response.data.excluded_accounts ?? [], 'excluded_account_reconciliation'), updateAllUsers({
                     users: response.data.users ?? [],
                     updateType: 'merge',
-                }));
-                updateActions.push(updateFiles({ files: response.data.files ?? [] }));
-                const allTransactionsPerRecon = getAllReviewTransactionsFromReconcilePayload(response.data.reconciliation);
-                updateActions.push(updateMultipleReconcileTransactions(allTransactionsPerRecon, 'merge'));
-                updateActions.push(updateAccountRecon(selectedPeriod, response.data.reconciliation));
+                }), updateFiles({ files: response.data.files ?? [] }), updateMultipleReconcileTransactions(allTransactionsPerRecon, 'merge'), updateAccountRecon(selectedPeriod, response.data.reconciliation));
                 const reviewTabLocalData = prepareReviewTabLocalData(response.data.reconciliation[0]?.transactions?.review ?? []);
                 if (accountId != null) {
                     const selectedTransactionIds = getTransactionIdFromCheckedMatchedTransactionPayload(response.data.reconciliation[0].transactions.reconcile);
                     updateActions.push(updateReconcileTabLocalData({
                         selectedTransactionIds: selectedTransactionIds,
-                    }));
-                    updateActions.push(initializeReconciliationReviewTabLocalData(reviewTabLocalData));
+                    }), initializeReconciliationReviewTabLocalData(reviewTabLocalData));
                 }
                 updateActions.push(fetchReconciliationSuccess(selectedPeriod, response.data, refreshViewInBackground, accountId));
                 return from(updateActions);

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

@@ -0,0 +1,44 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { convertToPeriod } from '../../../../commonStateTypes/timePeriod';
+import { changeAccountKey } from '../../../../entity/account/accountReducer';
+import { getAccountKey } from '../../../../entity/account/accountState';
+import { updateAccountRecon } from '../../../../entity/accountRecon/accountReconReducer';
+import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { includeAccountInReconciliation, includeAccountInReconciliationFailure, includeAccountInReconciliationSuccess, } from '../../reducers/reconciliationViewReducer';
+export const includeAccountInReconciliationEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(includeAccountInReconciliation.match), mergeMap((action) => {
+    const { accountId } = action.payload;
+    const state = state$.value;
+    const currentTenant = getCurrentTenant(state);
+    const selectedPeriod = state.expenseAutomationViewState.selectedPeriodByTenantId[currentTenant.tenantId];
+    const period = convertToPeriod(selectedPeriod, true);
+    const query = JSON.stringify({
+        start_date: period.start,
+        end_date: period.end,
+    });
+    const apiUrl = `${zeniAPI.apiEndPoints.reconciliationMicroServiceBaseUrl}/1.0/reconciliation/excluded-accounts/${accountId}?query=${encodeURIComponent(query)}`;
+    return zeniAPI
+        .deleteAndGetJSON(apiUrl)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            const reconciliation = response.data.reconciliation;
+            const oldAccountKey = getAccountKey('excluded_account_reconciliation', reconciliation.account_id);
+            const newAccountKey = getAccountKey('account_reconciliation', reconciliation.account_id);
+            return of(updateAccountRecon(selectedPeriod, [reconciliation]), includeAccountInReconciliationSuccess({
+                reconciliation,
+                selectedPeriod,
+            }), changeAccountKey({
+                oldKey: oldAccountKey,
+                newKey: newAccountKey,
+            }));
+        }
+        else {
+            return of(includeAccountInReconciliationFailure({
+                error: response.status,
+            }));
+        }
+    }), catchError((error) => of(includeAccountInReconciliationFailure({
+        error: createZeniAPIStatus('Unexpected Error', `Include account in reconciliation REST API call errored out ${JSON.stringify(error)}`),
+    }))));
+}));

package/lib/esm/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic.js

@@ -21,13 +21,13 @@ export const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe
         if (isSuccessResponse(response) && response.data != null) {
             const updateActions = [];
             updateActions.push(updateJESchedules([
-                ...response.data.draft_je_schedules,
+                ...response.data.je_schedules,
                 ...response.data.failed_je_postings.je_schedules,
             ]), updateJESchedulesDetails([...response.data.failed_je_postings.je_schedules], response.data.failed_je_postings.scheduled_journal_entries), initializeJeScheduleLocalData([
                 ...response.data.failed_je_postings.je_schedules,
             ]));
             updateActions.push(fetchJeSchedulesSuccess({
-                jeSchedules: [...response.data.draft_je_schedules],
+                jeSchedules: [...response.data.je_schedules],
                 failedJeSchedules: [
                     ...response.data.failed_je_postings.je_schedules,
                 ],

package/lib/esm/view/expenseAutomationView/epics/missingReceipts/bulkUploadMatchResultToastEpic.js

@@ -0,0 +1,33 @@
+import { merge, of } from 'rxjs';
+import { filter, mergeMap, switchMap, take, takeUntil } from 'rxjs/operators';
+import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
+import { bulkUploadReceiptsSuccess, clearBulkUpload, fetchBulkUploadBatchDetailsSuccess, restoreBulkUploadMatchingState, storeBatchDetails, } from '../../reducers/missingReceiptsViewReducer';
+/**
+ * Show a success toast when batch details arrive for the current upload batch,
+ * e.g. "17 out of 20 Receipts Matched". Scoped per upload session so it fires
+ * only once: starts on `bulkUploadReceiptsSuccess` (or `restoreBulkUploadMatchingState`
+ * for a restored session), waits for the first batch-details action for that batch,
+ * emits the toast, then stops. `clearBulkUpload` cancels the in-flight wait.
+ */
+export const bulkUploadMatchResultToastEpic = (actions$) => actions$.pipe(filter((action) => bulkUploadReceiptsSuccess.match(action) ||
+    restoreBulkUploadMatchingState.match(action)), switchMap((uploadAction) => {
+    const { batchId } = uploadAction.payload;
+    return merge(actions$.pipe(filter(fetchBulkUploadBatchDetailsSuccess.match)), actions$.pipe(filter(storeBatchDetails.match))).pipe(filter((a) => a.payload.batchId === batchId), take(1), mergeMap((action) => {
+        const { summary } = action.payload;
+        return of(openSnackbar({
+            messageSection: 'receipts_bulk_match',
+            messageText: 'success',
+            type: 'success',
+            variables: [
+                {
+                    variableName: '_matched_',
+                    variableValue: String(summary.matched),
+                },
+                {
+                    variableName: '_total_',
+                    variableValue: String(summary.total),
+                },
+            ],
+        }));
+    }), takeUntil(actions$.pipe(filter(clearBulkUpload.match))));
+}));

package/lib/esm/view/expenseAutomationView/epics/missingReceipts/bulkUploadReceiptsEpic.js

@@ -1,9 +1,9 @@
 import { concat, of, timer } from 'rxjs';
-import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
-import { BULK_UPLOAD_BAR_COMPLETE_HOLD_MS } from '../../bulkUploadTiming';
+import { BULK_UPLOAD_BAR_COMPLETE_HOLD_MS } from '../../helpers/bulkUploadTiming';
 import { bulkUploadReceipts, bulkUploadReceiptsFailure, bulkUploadReceiptsSuccess, updateBulkUploadProgress, } from '../../reducers/missingReceiptsViewReducer';
-export const bulkUploadReceiptsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(bulkUploadReceipts.match), mergeMap((action) => {
+export const bulkUploadReceiptsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(bulkUploadReceipts.match), switchMap((action) => {
     const { files } = action.payload;
     const formData = new FormData();
     for (const file of files) {

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

@@ -1,10 +1,12 @@
 import { of } from 'rxjs';
 import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
-import { convertToPeriod, toMonthYearPeriodId, } from '../../../../commonStateTypes/timePeriod';
+import { toMonthYearPeriodId } from '../../../../commonStateTypes/timePeriod';
 import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
 import { toBatchListItem, } from '../../payload/missingReceiptsPayload';
 import { fetchBulkUploadBatches, fetchBulkUploadBatchesFailure, fetchBulkUploadBatchesSuccess, } from '../../reducers/missingReceiptsViewReducer';
+import { BULK_UPLOAD_BATCH_LIST_DATE_RANGE_DAYS } from '../../helpers/bulkUploadTiming';
+import { rollingCalendarDateRangeInclusive } from '../../helpers/rollingCalendarDateRangeInclusive';
 export const fetchBulkUploadBatchesEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchBulkUploadBatches.match), switchMap((action) => {
     const { cacheOverride } = action.payload;
     const state = state$.value;
@@ -19,10 +21,10 @@ export const fetchBulkUploadBatchesEpic = (actions$, state$, zeniAPI) => actions
             selectedPeriod,
         }));
     }
-    const period = convertToPeriod(selectedPeriod);
+    const { end, start } = rollingCalendarDateRangeInclusive(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/esm/view/expenseAutomationView/epics/missingReceipts/refetchCompletedTransactionsOnBulkUploadSortEpic.js

@@ -0,0 +1,12 @@
+import { of } from 'rxjs';
+import { filter, mergeMap } from 'rxjs/operators';
+import { fetchCompletedTransactions, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, } from '../../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.
+ */
+export const refetchCompletedTransactionsOnBulkUploadSortEpic = (actions$) => {
+    return actions$.pipe(filter((action) => setBulkUploadSortConfig.match(action) ||
+        setBulkUploadCompletedSubTab.match(action)), mergeMap(() => of(fetchCompletedTransactions(undefined, true))));
+};

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

@@ -0,0 +1,98 @@
+import { EMPTY, concat, from, of } from 'rxjs';
+import { catchError, concatMap, filter, mergeMap, take } from 'rxjs/operators';
+import { isSuccessResponse } from '../../../../responsePayload';
+import { isBatchDetailsStatusPendingOrProcessing, toBatchListItem, } from '../../payload/missingReceiptsPayload';
+import { fetchBulkUploadBatchesSuccess, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, } from '../../reducers/missingReceiptsViewReducer';
+import { BULK_UPLOAD_BATCH_LIST_DATE_RANGE_DAYS } from '../../helpers/bulkUploadTiming';
+import { rollingCalendarDateRangeInclusive } from '../../helpers/rollingCalendarDateRangeInclusive';
+import { toMonthYearPeriodId } from '../../../../commonStateTypes/timePeriod';
+import { getCurrentTenant } from '../../../../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.
+ */
+export const restoreBulkUploadAutomatchingOnMountEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(restoreBulkUploadAutomatchingOnMount.match), mergeMap(() => {
+    const state = state$.value;
+    const { expenseAutomationMissingReceiptsViewState: { bulkUpload }, expenseAutomationViewState: { selectedPeriodByTenantId }, } = state;
+    if (bulkUpload.phase !== 'idle') {
+        return EMPTY;
+    }
+    if (bulkUpload.batchListFetchState.fetchState === 'In-Progress') {
+        return EMPTY;
+    }
+    const loggedInUserId = state.tenantState.loggedInUser?.userId;
+    if (loggedInUserId == null) {
+        return EMPTY;
+    }
+    const currentTenant = getCurrentTenant(state);
+    const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
+    if (selectedPeriod == null) {
+        return EMPTY;
+    }
+    const { end, start } = rollingCalendarDateRangeInclusive(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 = `${zeniAPI.apiEndPoints.communicationAgentMicroServiceBaseUrl}/1.0/batches/`;
+    const periodId = toMonthYearPeriodId(selectedPeriod);
+    const alreadyCached = (bulkUpload.batchListByPeriod[periodId] ?? []).length > 0 &&
+        bulkUpload.batchListFetchState.fetchState === 'Completed';
+    const listSource = alreadyCached
+        ? of(null)
+        : zeniAPI.getJSON(listUrl).pipe(catchError(() => of(null)));
+    return listSource.pipe(mergeMap((listResponse) => {
+        const batchList = alreadyCached
+            ? bulkUpload.batchListByPeriod[periodId] ?? []
+            : listResponse != null &&
+                isSuccessResponse(listResponse) &&
+                listResponse.data != null
+                ? listResponse.data.batches.map(toBatchListItem)
+                : null;
+        if (batchList == null) {
+            return EMPTY;
+        }
+        const successAction = alreadyCached
+            ? null
+            : fetchBulkUploadBatchesSuccess({
+                batchList,
+                selectedPeriod,
+            });
+        const processingBatches = batchList.filter((b) => {
+            const status = b.status.toLowerCase();
+            return status === 'processing' || status === 'pending';
+        });
+        const restoreStream = from(processingBatches).pipe(concatMap((batch) => zeniAPI
+            .getJSON(`${detailsBaseUrl}${batch.batchId}`)
+            .pipe(mergeMap((response) => {
+            if (!isSuccessResponse(response) || response.data == null) {
+                return EMPTY;
+            }
+            const data = response.data;
+            const detailsUserId = data.user_id;
+            if (detailsUserId == null ||
+                detailsUserId !== loggedInUserId) {
+                return EMPTY;
+            }
+            if (!isBatchDetailsStatusPendingOrProcessing(data.status)) {
+                return EMPTY;
+            }
+            return of(restoreBulkUploadMatchingState({
+                batchId: batch.batchId,
+                totalFiles: batch.totalFiles,
+            }));
+        }), catchError(() => EMPTY))), take(1));
+        return successAction != null
+            ? concat(of(successAction), restoreStream)
+            : restoreStream;
+    }));
+}));

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

@@ -1,18 +1,19 @@
 import { EMPTY, from, merge, of } from 'rxjs';
 import { catchError, debounceTime, filter, mergeMap, switchMap, } from 'rxjs/operators';
-import { convertToPeriod } from '../../../../commonStateTypes/timePeriod';
-import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
 import { updateTransactions } from '../../../../entity/transaction/transactionReducer';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
 import { supportedTransactionPayloadToManualSearchResult } from '../../payload/missingReceiptsPayload';
 import { searchTransactionsForManualMatch, searchTransactionsForManualMatchFailure, searchTransactionsForManualMatchSuccess, } from '../../reducers/missingReceiptsViewReducer';
 import { toTransactionsSortKey } from '../../types/transactionsViewState';
+import { rollingCalendarDateRangeInclusive } from '../../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.
  */
 export const 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;
 export const searchTransactionsForManualMatchEpic = (actions$, state$, zeniAPI) => {
     const searchActions$ = actions$.pipe(filter(searchTransactionsForManualMatch.match));
     const pagination$ = searchActions$.pipe(filter((action) => action.payload.pageToken != null));
@@ -29,18 +30,11 @@ export const searchTransactionsForManualMatchEpic = (actions$, state$, zeniAPI)
             return EMPTY;
         }
         const state = state$.value;
-        const { expenseAutomationViewState: { selectedPeriodByTenantId }, expenseAutomationMissingReceiptsViewState: { bulkUpload: { manualSearch, sortKey, sortOrder }, }, } = state;
-        const currentTenant = getCurrentTenant(state);
-        const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
-        if (selectedPeriod == null) {
-            return of(searchTransactionsForManualMatchFailure({
-                error: createZeniAPIStatus('Unexpected Error', 'Manual search requires a selected accounting period.'),
-            }));
-        }
-        const period = convertToPeriod(selectedPeriod);
+        const { expenseAutomationMissingReceiptsViewState: { bulkUpload: { manualSearch, sortKey, sortOrder }, }, } = state;
+        const { end, start } = 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: MANUAL_TRANSACTION_SEARCH_AUTO_CATEGORIZED,
             sort_by: toTransactionsSortKey(sortKey),
             sort_order: sortOrder === 'ascending' ? 'asc' : 'desc',

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

@@ -3,11 +3,13 @@ import { catchError, debounceTime, filter, mergeMap, switchMap, takeUntil, } fro
 import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
 import { updateTransactions } from '../../../../entity/transaction/transactionReducer';
 import { isSuccessResponse } from '../../../../responsePayload';
-import { BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS } from '../../bulkUploadTiming';
+import { BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS } from '../../helpers/bulkUploadTiming';
 import { extractTransactionPayloadsFromBatchFiles, isBatchDetailsApiStatusCompleted, toBatchDetails, } from '../../payload/missingReceiptsPayload';
-import { bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, clearBulkUpload, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, } from '../../reducers/missingReceiptsViewReducer';
+import { bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, clearBulkUpload, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, restoreBulkUploadMatchingState, } from '../../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),
@@ -25,7 +27,8 @@ export const pusherBatchStatusCompletionEpic = (actions$) => actions$.pipe(filte
  * 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.
  */
-export const bulkUploadAutomatchingTimeoutEpic = (actions$, state$) => actions$.pipe(filter(bulkUploadReceiptsSuccess.match), mergeMap((action) => {
+export const bulkUploadAutomatchingTimeoutEpic = (actions$, state$) => actions$.pipe(filter((action) => bulkUploadReceiptsSuccess.match(action) ||
+    restoreBulkUploadMatchingState.match(action)), mergeMap((action) => {
     const { batchId } = action.payload;
     return timer(BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS).pipe(mergeMap(() => {
         const bulk = state$.value.expenseAutomationMissingReceiptsViewState.bulkUpload;
@@ -44,10 +47,15 @@ export const bulkUploadAutomatchingTimeoutEpic = (actions$, state$) => actions$.
  * 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 const pollBulkUploadBatchStatusEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(bulkUploadReceiptsSuccess.match), mergeMap((action) => {
+export const pollBulkUploadBatchStatusEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter((action) => bulkUploadReceiptsSuccess.match(action) ||
+    restoreBulkUploadMatchingState.match(action)), mergeMap((action) => {
     const { batchId } = action.payload;
     let pollErrorNotified = false;
-    return timer(FALLBACK_FIRST_DELAY_MS, FALLBACK_POLL_INTERVAL_MS).pipe(takeUntil(merge(actions$.pipe(filter(clearBulkUpload.match)), actions$.pipe(filter(pusherBatchStatusUpdate.match), filter((action) => action.payload.batchId === batchId)), actions$.pipe(filter(fetchBulkUploadBatchDetailsSuccess.match), filter((action) => action.payload.batchId === batchId)), actions$.pipe(filter(bulkUploadAutomatchingTimedOut.match), filter((action) => action.payload.batchId === batchId)))), switchMap(() => zeniAPI
+    const firstDelay = restoreBulkUploadMatchingState.match(action)
+        ? RESTORE_FIRST_DELAY_MS
+        : FALLBACK_FIRST_DELAY_MS;
+    return timer(firstDelay, FALLBACK_POLL_INTERVAL_MS).pipe(takeUntil(merge(actions$.pipe(filter(clearBulkUpload.match)), actions$.pipe(filter(pusherBatchStatusUpdate.match), filter((action) => action.payload.batchId === batchId &&
+        action.payload.status === 'completed')), actions$.pipe(filter(fetchBulkUploadBatchDetailsSuccess.match), filter((action) => action.payload.batchId === batchId)), actions$.pipe(filter(bulkUploadAutomatchingTimedOut.match), filter((action) => action.payload.batchId === batchId)))), switchMap(() => zeniAPI
         .getJSON(`${zeniAPI.apiEndPoints.communicationAgentMicroServiceBaseUrl}/1.0/batches/${batchId}`)
         .pipe(mergeMap((response) => {
         /** Same batch-details URL; polls until `status` is completed (Pusher may win first). */

package/lib/esm/view/expenseAutomationView/expenseAutomationViewSelector.js

@@ -91,7 +91,6 @@ export function getExpenseAutomationView(state) {
     const fetchStateVariables = [
         expenseAutomationMissingReceiptsViewState,
         expenseAutomationJESchedulesViewState,
-        monthEndCloseChecksView,
         expenseAutomationTransactionsView,
         expenseAutomationReconciliationViewState,
     ];

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

@@ -8,3 +8,9 @@ export const BULK_UPLOAD_BAR_COMPLETE_HOLD_MS = 400;
  * fallback polling, clear the automatching banner (`phase` → completed), and refresh batch list.
  */
 export 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 const BULK_UPLOAD_BATCH_LIST_DATE_RANGE_DAYS = 30;