@zeniai/client-epic-state 4.20.3-betaSS12 → 4.20.3-betaSS13

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

@@ -0,0 +1,69 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.includeAccountInReconciliationEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const timePeriod_1 = require("../../../../commonStateTypes/timePeriod");
+const accountReducer_1 = require("../../../../entity/account/accountReducer");
+const accountSelector_1 = require("../../../../entity/account/accountSelector");
+const accountState_1 = require("../../../../entity/account/accountState");
+const accountReconReducer_1 = require("../../../../entity/accountRecon/accountReconReducer");
+const snackbarReducer_1 = require("../../../../entity/snackbar/snackbarReducer");
+const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
+const responsePayload_1 = require("../../../../responsePayload");
+const reconciliationViewReducer_1 = require("../../reducers/reconciliationViewReducer");
+const includeAccountInReconciliationEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(reconciliationViewReducer_1.includeAccountInReconciliation.match), (0, operators_1.mergeMap)((action) => {
+    const { accountId } = action.payload;
+    const state = state$.value;
+    const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
+    const selectedPeriod = state.expenseAutomationViewState.selectedPeriodByTenantId[currentTenant.tenantId];
+    const account = (0, accountSelector_1.getAccountBase)(state.accountState, accountId, 'excluded_account_reconciliation');
+    const period = (0, timePeriod_1.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((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+            const reconciliation = response.data.reconciliation;
+            const oldAccountKey = (0, accountState_1.getAccountKey)('excluded_account_reconciliation', reconciliation.account_id);
+            const newAccountKey = (0, accountState_1.getAccountKey)('account_reconciliation', reconciliation.account_id);
+            return (0, rxjs_1.of)((0, accountReconReducer_1.updateAccountRecon)(selectedPeriod, [reconciliation]), (0, reconciliationViewReducer_1.includeAccountInReconciliationSuccess)({
+                reconciliation,
+                selectedPeriod,
+            }), (0, accountReducer_1.changeAccountKey)({
+                oldKey: oldAccountKey,
+                newKey: newAccountKey,
+            }), (0, snackbarReducer_1.openSnackbar)({
+                messageSection: 'account_included_in_reconciliation',
+                messageText: 'success',
+                type: 'success',
+                variables: [
+                    {
+                        variableName: '_account-name_',
+                        variableValue: account?.accountName ?? '',
+                    },
+                ],
+            }));
+        }
+        else {
+            return (0, rxjs_1.of)((0, reconciliationViewReducer_1.includeAccountInReconciliationFailure)({
+                error: response.status,
+            }), (0, snackbarReducer_1.openSnackbar)({
+                messageSection: 'account_included_in_reconciliation',
+                messageText: 'failed',
+                type: 'error',
+            }));
+        }
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, reconciliationViewReducer_1.includeAccountInReconciliationFailure)({
+        error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', `Include account in reconciliation REST API call errored out ${JSON.stringify(error)}`),
+    }), (0, snackbarReducer_1.openSnackbar)({
+        messageSection: 'account_included_in_reconciliation',
+        messageText: 'failed',
+        type: 'error',
+    }))));
+}));
+exports.includeAccountInReconciliationEpic = includeAccountInReconciliationEpic;

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

@@ -24,13 +24,13 @@ const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, op
         if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
             const updateActions = [];
             updateActions.push((0, jeSchedulesReducer_1.updateJESchedules)([
-                ...response.data.draft_je_schedules,
+                ...response.data.je_schedules,
                 ...response.data.failed_je_postings.je_schedules,
             ]), (0, jeSchedulesReducer_1.updateJESchedulesDetails)([...response.data.failed_je_postings.je_schedules], response.data.failed_je_postings.scheduled_journal_entries), (0, jeSchedulesViewReducer_1.initializeJeScheduleLocalData)([
                 ...response.data.failed_je_postings.je_schedules,
             ]));
             updateActions.push((0, jeSchedulesViewReducer_1.fetchJeSchedulesSuccess)({
-                jeSchedules: [...response.data.draft_je_schedules],
+                jeSchedules: [...response.data.je_schedules],
                 failedJeSchedules: [
                     ...response.data.failed_je_postings.je_schedules,
                 ],

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

@@ -0,0 +1,13 @@
+import { ActionsObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
+import { bulkUploadReceiptsSuccess, clearBulkUpload, fetchBulkUploadBatchDetailsSuccess, restoreBulkUploadMatchingState, storeBatchDetails } from '../../reducers/missingReceiptsViewReducer';
+export type ActionType = ReturnType<typeof bulkUploadReceiptsSuccess> | ReturnType<typeof restoreBulkUploadMatchingState> | ReturnType<typeof fetchBulkUploadBatchDetailsSuccess> | ReturnType<typeof storeBatchDetails> | ReturnType<typeof clearBulkUpload> | ReturnType<typeof openSnackbar>;
+/**
+ * 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 declare const bulkUploadMatchResultToastEpic: (actions$: ActionsObservable<ActionType>) => Observable<ActionType>;

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

@@ -0,0 +1,37 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.bulkUploadMatchResultToastEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const snackbarReducer_1 = require("../../../../entity/snackbar/snackbarReducer");
+const missingReceiptsViewReducer_1 = require("../../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.
+ */
+const bulkUploadMatchResultToastEpic = (actions$) => actions$.pipe((0, operators_1.filter)((action) => missingReceiptsViewReducer_1.bulkUploadReceiptsSuccess.match(action) ||
+    missingReceiptsViewReducer_1.restoreBulkUploadMatchingState.match(action)), (0, operators_1.switchMap)((uploadAction) => {
+    const { batchId } = uploadAction.payload;
+    return (0, rxjs_1.merge)(actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.fetchBulkUploadBatchDetailsSuccess.match)), actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.storeBatchDetails.match))).pipe((0, operators_1.filter)((a) => a.payload.batchId === batchId), (0, operators_1.take)(1), (0, operators_1.mergeMap)((action) => {
+        const { summary } = action.payload;
+        return (0, rxjs_1.of)((0, snackbarReducer_1.openSnackbar)({
+            messageSection: 'receipts_bulk_match',
+            messageText: 'success',
+            type: 'success',
+            variables: [
+                {
+                    variableName: '_matched_',
+                    variableValue: String(summary.matched),
+                },
+                {
+                    variableName: '_total_',
+                    variableValue: String(summary.total),
+                },
+            ],
+        }));
+    }), (0, operators_1.takeUntil)(actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.clearBulkUpload.match))));
+}));
+exports.bulkUploadMatchResultToastEpic = bulkUploadMatchResultToastEpic;

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

@@ -4,9 +4,9 @@ exports.bulkUploadReceiptsEpic = void 0;
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const responsePayload_1 = require("../../../../responsePayload");
-const bulkUploadTiming_1 = require("../../bulkUploadTiming");
+const bulkUploadTiming_1 = require("../../helpers/bulkUploadTiming");
 const missingReceiptsViewReducer_1 = require("../../reducers/missingReceiptsViewReducer");
-const bulkUploadReceiptsEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.bulkUploadReceipts.match), (0, operators_1.mergeMap)((action) => {
+const bulkUploadReceiptsEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.bulkUploadReceipts.match), (0, operators_1.switchMap)((action) => {
     const { files } = action.payload;
     const formData = new FormData();
     for (const file of files) {

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/fetchCompletedTransactionsEpic.js

@@ -15,7 +15,13 @@ const fetchCompletedTransactionsEpic = (actions$, state$, zeniAPI) => actions$.p
     const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
     const periodId = (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod);
     const isInitialLoad = action.payload.pageToken == null;
-    const cacheKey = (0, missingReceiptsViewReducer_1.getCompletedTransactionsCacheKey)(periodId, bulkUpload.sortKey, bulkUpload.sortOrder, bulkUpload.completedSubTab);
+    /**
+     * Snapshot sort config + subTab at request time so success/failure write
+     * into the same cache key the request was made under, even if the user
+     * toggles sort while the request is in flight.
+     */
+    const { sortKey, sortOrder, completedSubTab } = bulkUpload;
+    const cacheKey = (0, missingReceiptsViewReducer_1.getCompletedTransactionsCacheKey)(periodId, sortKey, sortOrder, completedSubTab);
     const existingData = bulkUpload.completedTransactionsByPeriod[cacheKey];
     if (isInitialLoad &&
         action.payload.cacheOverride !== true &&
@@ -27,13 +33,13 @@ const fetchCompletedTransactionsEpic = (actions$, state$, zeniAPI) => actions$.p
     const queryPayload = {
         start_date: period.start,
         end_date: period.end,
-        sort_by: bulkUpload.sortKey,
-        sort_order: bulkUpload.sortOrder === 'ascending' ? 'asc' : 'desc',
+        sort_by: sortKey,
+        sort_order: sortOrder === 'ascending' ? 'asc' : 'desc',
         page_token: action.payload.pageToken ?? null,
         page_size: 25,
     };
-    if (bulkUpload.completedSubTab !== 'all') {
-        queryPayload.match_type = bulkUpload.completedSubTab;
+    if (completedSubTab !== 'all') {
+        queryPayload.match_type = completedSubTab;
     }
     const encodedQuery = encodeURIComponent(JSON.stringify(queryPayload));
     return zeniAPI
@@ -49,17 +55,26 @@ const fetchCompletedTransactionsEpic = (actions$, state$, zeniAPI) => actions$.p
                 nextPageToken: response.data.next_page_token,
                 totalCount: response.data.total_count,
                 selectedPeriod,
+                sortKey,
+                sortOrder,
+                completedSubTab,
             }));
             return (0, rxjs_1.from)(updateActions);
         }
         return (0, rxjs_1.of)((0, missingReceiptsViewReducer_1.fetchCompletedTransactionsFailure)({
             error: response.status,
             selectedPeriod,
+            sortKey,
+            sortOrder,
+            completedSubTab,
         }));
     }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, missingReceiptsViewReducer_1.fetchCompletedTransactionsFailure)({
         error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Fetch completed transactions errored: ' +
             JSON.stringify(error)),
         selectedPeriod,
+        sortKey,
+        sortOrder,
+        completedSubTab,
     }))));
 }));
 exports.fetchCompletedTransactionsEpic = fetchCompletedTransactionsEpic;

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, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, restoreBulkUploadMatchingState } from '../../reducers/missingReceiptsViewReducer';
+export type ActionType = ReturnType<typeof bulkUploadReceiptsSuccess> | ReturnType<typeof restoreBulkUploadMatchingState> | ReturnType<typeof pusherBatchStatusUpdate> | ReturnType<typeof fetchBulkUploadBatchDetails> | 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),
@@ -29,16 +31,25 @@ 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$.value.expenseAutomationMissingReceiptsViewState.bulkUpload;
         if (bulk.phase !== 'matching' || bulk.currentBatchId !== batchId) {
             return rxjs_1.EMPTY;
         }
+        /**
+         * Also request the single-batch details directly so the "X out of Y Receipts Matched"
+         * toast still fires when the backend actually completed between the last Pusher ping
+         * and this timeout. If Pusher already tagged the batch as still `processing`,
+         * `fetchBulkUploadBatchDetailsEpic`'s guard will skip the call and we simply rely on
+         * the list refresh to eventually populate details via `fetchMultipleBatchDetailsEpic`.
+         */
         return (0, rxjs_1.from)([
             (0, missingReceiptsViewReducer_1.bulkUploadAutomatchingTimedOut)(batchId),
             (0, missingReceiptsViewReducer_1.fetchBulkUploadBatches)({ cacheOverride: true }),
+            (0, missingReceiptsViewReducer_1.fetchBulkUploadBatchDetails)(),
         ]);
     }), (0, operators_1.takeUntil)((0, rxjs_1.merge)(actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.clearBulkUpload.match)), actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.pusherBatchStatusUpdate.match), (0, operators_1.filter)((a) => a.payload.batchId === batchId &&
         a.payload.status === 'completed')), actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.fetchBulkUploadBatchDetailsSuccess.match), (0, operators_1.filter)((a) => a.payload.batchId === batchId)))));
@@ -49,10 +60,15 @@ 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/helpers/bulkUploadTiming.d.ts

@@ -0,0 +1,16 @@
+/**
+ * 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.
+ */
+export declare const BULK_UPLOAD_BAR_COMPLETE_HOLD_MS = 400;
+/**
+ * Max wall-clock wait for Pusher + batch-details resolution after upload. If exceeded, we stop
+ * 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/helpers/bulkUploadTiming.js

@@ -0,0 +1,19 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+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.
+ */
+exports.BULK_UPLOAD_BAR_COMPLETE_HOLD_MS = 400;
+/**
+ * Max wall-clock wait for Pusher + batch-details resolution after upload. If exceeded, we stop
+ * 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 &&