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

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

@@ -37,8 +37,8 @@ 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";
-    messageText: "notification" | "success" | "failed";
+    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" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "ai_accountant_trigger_job";
+    messageText: "notification" | "failed" | "success";
     type: "error" | "success" | "info";
     variables: {
         variableName: string;

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], {

package/lib/view/expenseAutomationView/reducers/jeSchedulesViewReducer.js

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateRecommendationForAccountSettingsFailure = exports.updateRecommendationForAccountSettings = exports.updateJeScheduleTransactionKeys = exports.updateJeScheduleLocalDataById = exports.updateAccountSettingsListForAccountTypesFailure = exports.updateAccountSettingsListForAccountTypes = exports.saveAccountSettingsSuccess = exports.saveAccountSettingsLocalData = exports.saveAccountSettingsFailure = exports.saveAccountSettings = exports.retryJeScheduleSuccess = exports.retryJeScheduleFailure = exports.retryJeSchedule = exports.removeJeScheduleTransactionKey = exports.removeJeScheduleLocalDataById = exports.removeFailedJeScheduleTransactionKey = exports.initializeJeScheduleLocalData = exports.initializeAccountSettingsView = exports.ignoreRecommendedJeScheduleSuccess = exports.ignoreRecommendedJeScheduleFailure = exports.ignoreRecommendedJeSchedule = exports.fetchRecommendationForAccountSettings = exports.fetchJeSchedulesSuccess = exports.fetchJeSchedulesPage = exports.fetchJeSchedulesFailure = exports.fetchJeSchedules = exports.fetchAccountSettingsListForAccountTypes = exports.clearJeScheduleLocalData = exports.clearJeAccountSettingsLocalData = exports.clearExpenseAutomationJESchedulesView = exports.initialState = exports.accountSettingsInitialState = void 0;
+exports.updateRecommendationForAccountSettingsFailure = exports.updateRecommendationForAccountSettings = exports.updateJeScheduleTransactionKeys = exports.updateJeScheduleLocalDataById = exports.updateJESchedulesUIState = exports.updateAccountSettingsListForAccountTypesFailure = exports.updateAccountSettingsListForAccountTypes = exports.saveAccountSettingsSuccess = exports.saveAccountSettingsLocalData = exports.saveAccountSettingsFailure = exports.saveAccountSettings = exports.retryJeScheduleSuccess = exports.retryJeScheduleFailure = exports.retryJeSchedule = exports.removeJeScheduleTransactionKey = exports.removeJeScheduleLocalDataById = exports.removeFailedJeScheduleTransactionKey = exports.initializeJeScheduleLocalData = exports.initializeAccountSettingsView = exports.ignoreRecommendedJeScheduleSuccess = exports.ignoreRecommendedJeScheduleFailure = exports.ignoreRecommendedJeSchedule = exports.fetchRecommendationForAccountSettings = exports.fetchJeSchedulesSuccess = exports.fetchJeSchedulesPage = exports.fetchJeSchedulesFailure = exports.fetchJeSchedules = exports.fetchAccountSettingsListForAccountTypes = exports.clearJeScheduleLocalData = exports.clearJeAccountSettingsLocalData = exports.clearExpenseAutomationJESchedulesView = exports.initialState = exports.accountSettingsInitialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const getNestedAccountIDHierarchyForReport_1 = require("../../../commonStateTypes/accountView/getNestedAccountIDHierarchyForReport");
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
@@ -48,6 +48,9 @@ exports.initialState = {
     uiState: {
         searchString: '',
         scrollPosition: { scrollTop: 0, scrollLeft: undefined },
+        selectedMainTab: 'pending_review',
+        sortKey: 'transactionDate',
+        sortOrder: 'descending',
         totalCount: 0,
         limit: 10,
     },
@@ -369,12 +372,29 @@ const expenseAutomationJESchedulesView = (0, toolkit_1.createSlice)({
         clearJeAccountSettingsLocalData(draft) {
             draft.accountSettings.localData = exports.accountSettingsInitialState.localData;
         },
+        updateJESchedulesUIState(draft, action) {
+            if (action.payload.sortKey != null) {
+                draft.uiState.sortKey = action.payload.sortKey;
+            }
+            if (action.payload.sortOrder != null) {
+                draft.uiState.sortOrder = action.payload.sortOrder;
+            }
+            if (action.payload.searchString != null) {
+                draft.uiState.searchString = action.payload.searchString;
+            }
+            if (action.payload.scrollPosition != null) {
+                draft.uiState.scrollPosition = action.payload.scrollPosition;
+            }
+            if (action.payload.selectedMainTab != null) {
+                draft.uiState.selectedMainTab = action.payload.selectedMainTab;
+            }
+        },
         clearExpenseAutomationJESchedulesView(draft) {
             Object.assign(draft, exports.initialState);
         },
     },
 });
-_a = expenseAutomationJESchedulesView.actions, exports.clearExpenseAutomationJESchedulesView = _a.clearExpenseAutomationJESchedulesView, exports.clearJeAccountSettingsLocalData = _a.clearJeAccountSettingsLocalData, exports.clearJeScheduleLocalData = _a.clearJeScheduleLocalData, exports.fetchAccountSettingsListForAccountTypes = _a.fetchAccountSettingsListForAccountTypes, exports.fetchJeSchedules = _a.fetchJeSchedules, exports.fetchJeSchedulesFailure = _a.fetchJeSchedulesFailure, exports.fetchJeSchedulesPage = _a.fetchJeSchedulesPage, exports.fetchJeSchedulesSuccess = _a.fetchJeSchedulesSuccess, exports.fetchRecommendationForAccountSettings = _a.fetchRecommendationForAccountSettings, exports.ignoreRecommendedJeSchedule = _a.ignoreRecommendedJeSchedule, exports.ignoreRecommendedJeScheduleFailure = _a.ignoreRecommendedJeScheduleFailure, exports.ignoreRecommendedJeScheduleSuccess = _a.ignoreRecommendedJeScheduleSuccess, exports.initializeAccountSettingsView = _a.initializeAccountSettingsView, exports.initializeJeScheduleLocalData = _a.initializeJeScheduleLocalData, exports.removeFailedJeScheduleTransactionKey = _a.removeFailedJeScheduleTransactionKey, exports.removeJeScheduleLocalDataById = _a.removeJeScheduleLocalDataById, exports.removeJeScheduleTransactionKey = _a.removeJeScheduleTransactionKey, exports.retryJeSchedule = _a.retryJeSchedule, exports.retryJeScheduleFailure = _a.retryJeScheduleFailure, exports.retryJeScheduleSuccess = _a.retryJeScheduleSuccess, exports.saveAccountSettings = _a.saveAccountSettings, exports.saveAccountSettingsFailure = _a.saveAccountSettingsFailure, exports.saveAccountSettingsLocalData = _a.saveAccountSettingsLocalData, exports.saveAccountSettingsSuccess = _a.saveAccountSettingsSuccess, exports.updateAccountSettingsListForAccountTypes = _a.updateAccountSettingsListForAccountTypes, exports.updateAccountSettingsListForAccountTypesFailure = _a.updateAccountSettingsListForAccountTypesFailure, exports.updateJeScheduleLocalDataById = _a.updateJeScheduleLocalDataById, exports.updateJeScheduleTransactionKeys = _a.updateJeScheduleTransactionKeys, exports.updateRecommendationForAccountSettings = _a.updateRecommendationForAccountSettings, exports.updateRecommendationForAccountSettingsFailure = _a.updateRecommendationForAccountSettingsFailure;
+_a = expenseAutomationJESchedulesView.actions, exports.clearExpenseAutomationJESchedulesView = _a.clearExpenseAutomationJESchedulesView, exports.clearJeAccountSettingsLocalData = _a.clearJeAccountSettingsLocalData, exports.clearJeScheduleLocalData = _a.clearJeScheduleLocalData, exports.fetchAccountSettingsListForAccountTypes = _a.fetchAccountSettingsListForAccountTypes, exports.fetchJeSchedules = _a.fetchJeSchedules, exports.fetchJeSchedulesFailure = _a.fetchJeSchedulesFailure, exports.fetchJeSchedulesPage = _a.fetchJeSchedulesPage, exports.fetchJeSchedulesSuccess = _a.fetchJeSchedulesSuccess, exports.fetchRecommendationForAccountSettings = _a.fetchRecommendationForAccountSettings, exports.ignoreRecommendedJeSchedule = _a.ignoreRecommendedJeSchedule, exports.ignoreRecommendedJeScheduleFailure = _a.ignoreRecommendedJeScheduleFailure, exports.ignoreRecommendedJeScheduleSuccess = _a.ignoreRecommendedJeScheduleSuccess, exports.initializeAccountSettingsView = _a.initializeAccountSettingsView, exports.initializeJeScheduleLocalData = _a.initializeJeScheduleLocalData, exports.removeFailedJeScheduleTransactionKey = _a.removeFailedJeScheduleTransactionKey, exports.removeJeScheduleLocalDataById = _a.removeJeScheduleLocalDataById, exports.removeJeScheduleTransactionKey = _a.removeJeScheduleTransactionKey, exports.retryJeSchedule = _a.retryJeSchedule, exports.retryJeScheduleFailure = _a.retryJeScheduleFailure, exports.retryJeScheduleSuccess = _a.retryJeScheduleSuccess, exports.saveAccountSettings = _a.saveAccountSettings, exports.saveAccountSettingsFailure = _a.saveAccountSettingsFailure, exports.saveAccountSettingsLocalData = _a.saveAccountSettingsLocalData, exports.saveAccountSettingsSuccess = _a.saveAccountSettingsSuccess, exports.updateAccountSettingsListForAccountTypes = _a.updateAccountSettingsListForAccountTypes, exports.updateAccountSettingsListForAccountTypesFailure = _a.updateAccountSettingsListForAccountTypesFailure, exports.updateJESchedulesUIState = _a.updateJESchedulesUIState, exports.updateJeScheduleLocalDataById = _a.updateJeScheduleLocalDataById, exports.updateJeScheduleTransactionKeys = _a.updateJeScheduleTransactionKeys, exports.updateRecommendationForAccountSettings = _a.updateRecommendationForAccountSettings, exports.updateRecommendationForAccountSettingsFailure = _a.updateRecommendationForAccountSettingsFailure;
 exports.default = expenseAutomationJESchedulesView.reducer;
 const doUpdateRecommendationForAccountSettings = (draft, payload) => {
     const { prepaidExpensesRecommendations, fixedAssetsRecommendations, accruedExpensesRecommendations, } = (0, accountTypeRecommendationPayload_1.mapAccountTypeRecommendationPayloadToAccountRecommendationByType)(payload);

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

@@ -12,6 +12,12 @@ export declare const initialBulkUploadState: BulkUploadState;
 export declare const initialState: MissingReceiptsViewState;
 /** Epic trigger only; batch-details fetch is handled in epics. */
 export declare const fetchBulkUploadBatchDetails: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationMissingReceiptsView/fetchBulkUploadBatchDetails">;
+/**
+ * Epic trigger only. Dispatched from the screen on missing-receipts entry / period switch so the
+ * automatching banner is restored for the logged-in user even when they sit on the Missing tab
+ * after a hard refresh. The epic owns the list + details API calls end-to-end.
+ */
+export declare const restoreBulkUploadAutomatchingOnMount: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationMissingReceiptsView/restoreBulkUploadAutomatchingOnMount">;
 export declare const fetchMissingReceipts: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[period: TimePeriod, minimumTransactionAmount: Amount, cacheOverride?: any, refreshViewInBackground?: any], {
     period: TimePeriod;
     minimumTransactionAmount: Amount;
@@ -34,11 +40,15 @@ export declare const fetchMissingReceipts: import("@reduxjs/toolkit").ActionCrea
     selectedPeriod: MonthYearPeriod;
 }, "expenseAutomationMissingReceiptsView/markMissingReceiptAsDone", never, never>, clearExpenseAutomationMissingReceiptsView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationMissingReceiptsView/clearExpenseAutomationMissingReceiptsView">, bulkUploadReceipts: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[files: File[]], {
     files: File[];
-}, "expenseAutomationMissingReceiptsView/bulkUploadReceipts", never, never>, updateBulkUploadProgress: import("@reduxjs/toolkit").ActionCreatorWithPayload<number, "expenseAutomationMissingReceiptsView/updateBulkUploadProgress">, bulkUploadReceiptsSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    fileCount: number;
+}, "expenseAutomationMissingReceiptsView/bulkUploadReceipts", never, never>, updateBulkUploadProgress: import("@reduxjs/toolkit").ActionCreatorWithPayload<number, "expenseAutomationMissingReceiptsView/updateBulkUploadProgress">, setBulkUploadUploadedFileCount: import("@reduxjs/toolkit").ActionCreatorWithPayload<number, "expenseAutomationMissingReceiptsView/setBulkUploadUploadedFileCount">, bulkUploadReceiptsSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     batchId: ID;
 }, "expenseAutomationMissingReceiptsView/bulkUploadReceiptsSuccess">, bulkUploadReceiptsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     error: ZeniAPIStatus;
-}, "expenseAutomationMissingReceiptsView/bulkUploadReceiptsFailure">, bulkUploadAutomatchingTimedOut: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[batchId: string], {
+}, "expenseAutomationMissingReceiptsView/bulkUploadReceiptsFailure">, restoreBulkUploadMatchingState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    batchId: ID;
+    totalFiles: number;
+}, "expenseAutomationMissingReceiptsView/restoreBulkUploadMatchingState">, bulkUploadAutomatchingTimedOut: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[batchId: string], {
     batchId: string;
 }, "expenseAutomationMissingReceiptsView/bulkUploadAutomatchingTimedOut", never, never>, pusherBatchStatusUpdate: import("@reduxjs/toolkit").ActionCreatorWithPayload<BatchStatus, "expenseAutomationMissingReceiptsView/pusherBatchStatusUpdate">, requestMissingReceiptsTabNavigation: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     tab: BulkUploadResultsTab;
@@ -91,14 +101,20 @@ export declare const fetchMissingReceipts: import("@reduxjs/toolkit").ActionCrea
     pageToken: string | undefined;
     cacheOverride: boolean | undefined;
 }, "expenseAutomationMissingReceiptsView/fetchCompletedTransactions", never, never>, fetchCompletedTransactionsSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    completedSubTab: CompletedSubTab;
     isInitialLoad: boolean;
     nextPageToken: string | null;
     selectedPeriod: MonthYearPeriod;
+    sortKey: BulkUploadSortKey;
+    sortOrder: SortOrder;
     totalCount: number;
     transactionIds: ID[];
 }, "expenseAutomationMissingReceiptsView/fetchCompletedTransactionsSuccess">, fetchCompletedTransactionsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    completedSubTab: CompletedSubTab;
     error: ZeniAPIStatus;
     selectedPeriod: MonthYearPeriod;
+    sortKey: BulkUploadSortKey;
+    sortOrder: SortOrder;
 }, "expenseAutomationMissingReceiptsView/fetchCompletedTransactionsFailure">;
 declare const _default: import("redux").Reducer<MissingReceiptsViewState>;
 export default _default;

package/lib/view/expenseAutomationView/reducers/missingReceiptsViewReducer.js

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.fetchCompletedTransactionsFailure = exports.fetchCompletedTransactionsSuccess = exports.fetchCompletedTransactions = exports.acknowledgeBulkUploadConfirmMatchComplete = exports.clearManualSearchResults = exports.searchTransactionsForManualMatchFailure = exports.searchTransactionsForManualMatchSuccess = exports.searchTransactionsForManualMatch = exports.clearBulkUpload = exports.setBulkUploadSortConfig = exports.setBulkUploadCompletedSubTab = exports.setBulkUploadResultsTab = exports.confirmBulkUploadMatchFailure = exports.confirmBulkUploadMatchSuccess = exports.confirmBulkUploadMatch = exports.fetchBulkUploadBatchesFailure = exports.fetchBulkUploadBatchesSuccess = exports.fetchBulkUploadBatches = exports.fetchMoreBatchDetailsFailure = exports.fetchMoreBatchDetailsComplete = exports.fetchMoreBatchDetails = exports.setInitialBatchDetailsLoading = exports.batchDetailFetchFailed = exports.storeBatchDetails = exports.fetchBulkUploadBatchDetailsFailure = exports.fetchBulkUploadBatchDetailsSuccess = exports.clearMissingReceiptsTabNavigation = exports.requestMissingReceiptsTabNavigation = exports.pusherBatchStatusUpdate = exports.bulkUploadAutomatchingTimedOut = exports.bulkUploadReceiptsFailure = exports.bulkUploadReceiptsSuccess = exports.updateBulkUploadProgress = exports.bulkUploadReceipts = exports.clearExpenseAutomationMissingReceiptsView = exports.markMissingReceiptAsDone = exports.updateMissingReceiptsUIState = exports.updateMissingReceiptUploadState = exports.uploadMissingReceiptSuccess = exports.fetchMissingReceiptsFailure = exports.fetchMissingReceiptsSuccess = exports.fetchMissingReceipts = exports.fetchBulkUploadBatchDetails = exports.initialState = exports.initialBulkUploadState = exports.getCompletedTransactionsCacheKey = void 0;
+exports.fetchCompletedTransactionsFailure = exports.fetchCompletedTransactionsSuccess = exports.fetchCompletedTransactions = exports.acknowledgeBulkUploadConfirmMatchComplete = exports.clearManualSearchResults = exports.searchTransactionsForManualMatchFailure = exports.searchTransactionsForManualMatchSuccess = exports.searchTransactionsForManualMatch = exports.clearBulkUpload = exports.setBulkUploadSortConfig = exports.setBulkUploadCompletedSubTab = exports.setBulkUploadResultsTab = exports.confirmBulkUploadMatchFailure = exports.confirmBulkUploadMatchSuccess = exports.confirmBulkUploadMatch = exports.fetchBulkUploadBatchesFailure = exports.fetchBulkUploadBatchesSuccess = exports.fetchBulkUploadBatches = exports.fetchMoreBatchDetailsFailure = exports.fetchMoreBatchDetailsComplete = exports.fetchMoreBatchDetails = exports.setInitialBatchDetailsLoading = exports.batchDetailFetchFailed = exports.storeBatchDetails = exports.fetchBulkUploadBatchDetailsFailure = exports.fetchBulkUploadBatchDetailsSuccess = exports.clearMissingReceiptsTabNavigation = exports.requestMissingReceiptsTabNavigation = exports.pusherBatchStatusUpdate = exports.bulkUploadAutomatchingTimedOut = exports.restoreBulkUploadMatchingState = exports.bulkUploadReceiptsFailure = exports.bulkUploadReceiptsSuccess = exports.setBulkUploadUploadedFileCount = exports.updateBulkUploadProgress = exports.bulkUploadReceipts = exports.clearExpenseAutomationMissingReceiptsView = exports.markMissingReceiptAsDone = exports.updateMissingReceiptsUIState = exports.updateMissingReceiptUploadState = exports.uploadMissingReceiptSuccess = exports.fetchMissingReceiptsFailure = exports.fetchMissingReceiptsSuccess = exports.fetchMissingReceipts = exports.restoreBulkUploadAutomatchingOnMount = exports.fetchBulkUploadBatchDetails = exports.initialState = exports.initialBulkUploadState = exports.getCompletedTransactionsCacheKey = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const missingReceiptsViewState_1 = require("../types/missingReceiptsViewState");
@@ -32,6 +32,7 @@ exports.initialBulkUploadState = {
     phase: 'idle',
     sortKey: 'date',
     sortOrder: 'descending',
+    uploadedFileCount: 0,
     uploadProgress: 0,
     uploadStatus: { fetchState: 'Not-Started', error: undefined },
 };
@@ -58,6 +59,12 @@ exports.initialState = {
 };
 /** Epic trigger only; batch-details fetch is handled in epics. */
 exports.fetchBulkUploadBatchDetails = (0, toolkit_1.createAction)('expenseAutomationMissingReceiptsView/fetchBulkUploadBatchDetails');
+/**
+ * Epic trigger only. Dispatched from the screen on missing-receipts entry / period switch so the
+ * automatching banner is restored for the logged-in user even when they sit on the Missing tab
+ * after a hard refresh. The epic owns the list + details API calls end-to-end.
+ */
+exports.restoreBulkUploadAutomatchingOnMount = (0, toolkit_1.createAction)('expenseAutomationMissingReceiptsView/restoreBulkUploadAutomatchingOnMount');
 const expenseAutomationMissingReceiptsView = (0, toolkit_1.createSlice)({
     name: 'expenseAutomationMissingReceiptsView',
     initialState: exports.initialState,
@@ -161,21 +168,29 @@ const expenseAutomationMissingReceiptsView = (0, toolkit_1.createSlice)({
         },
         // -- Bulk Upload Actions --
         bulkUploadReceipts: {
-            reducer(draft) {
+            reducer(draft, action) {
                 draft.bulkUpload.phase = 'uploading';
                 draft.bulkUpload.uploadProgress = 0;
+                draft.bulkUpload.uploadedFileCount = action.payload.fileCount;
                 draft.bulkUpload.uploadStatus = {
                     fetchState: 'In-Progress',
                     error: undefined,
                 };
             },
             prepare(files) {
-                return { payload: { files } };
+                return { payload: { files, fileCount: files.length } };
             },
         },
         updateBulkUploadProgress(draft, action) {
             draft.bulkUpload.uploadProgress = action.payload;
         },
+        /**
+         * Sync file count when bulk upload uses direct HTTP (`bulkUploadReceipts` Redux action is not
+         * dispatched, so `bulkUploadReceipts` reducer never runs).
+         */
+        setBulkUploadUploadedFileCount(draft, action) {
+            draft.bulkUpload.uploadedFileCount = action.payload;
+        },
         bulkUploadReceiptsSuccess(draft, action) {
             draft.bulkUpload.currentBatchId = action.payload.batchId;
             draft.bulkUpload.uploadProgress = 100;
@@ -192,6 +207,14 @@ const expenseAutomationMissingReceiptsView = (0, toolkit_1.createSlice)({
             };
             draft.bulkUpload.phase = 'idle';
         },
+        restoreBulkUploadMatchingState(draft, action) {
+            if (draft.bulkUpload.phase !== 'idle') {
+                return;
+            }
+            draft.bulkUpload.currentBatchId = action.payload.batchId;
+            draft.bulkUpload.uploadedFileCount = action.payload.totalFiles;
+            draft.bulkUpload.phase = 'matching';
+        },
         bulkUploadAutomatchingTimedOut: {
             reducer(draft, action) {
                 if (draft.bulkUpload.phase !== 'matching' ||
@@ -504,9 +527,9 @@ const expenseAutomationMissingReceiptsView = (0, toolkit_1.createSlice)({
             },
         },
         fetchCompletedTransactionsSuccess(draft, action) {
-            const { transactionIds, nextPageToken, totalCount, selectedPeriod, isInitialLoad, } = action.payload;
+            const { transactionIds, nextPageToken, totalCount, selectedPeriod, isInitialLoad, sortKey, sortOrder, completedSubTab, } = action.payload;
             const periodId = (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod);
-            const cacheKey = (0, exports.getCompletedTransactionsCacheKey)(periodId, draft.bulkUpload.sortKey, draft.bulkUpload.sortOrder, draft.bulkUpload.completedSubTab);
+            const cacheKey = (0, exports.getCompletedTransactionsCacheKey)(periodId, sortKey, sortOrder, completedSubTab);
             if (isInitialLoad) {
                 draft.bulkUpload.completedTransactionsByPeriod[cacheKey] = {
                     transactionIds,
@@ -535,7 +558,7 @@ const expenseAutomationMissingReceiptsView = (0, toolkit_1.createSlice)({
         },
         fetchCompletedTransactionsFailure(draft, action) {
             const periodId = (0, timePeriod_1.toMonthYearPeriodId)(action.payload.selectedPeriod);
-            const cacheKey = (0, exports.getCompletedTransactionsCacheKey)(periodId, draft.bulkUpload.sortKey, draft.bulkUpload.sortOrder, draft.bulkUpload.completedSubTab);
+            const cacheKey = (0, exports.getCompletedTransactionsCacheKey)(periodId, action.payload.sortKey, action.payload.sortOrder, action.payload.completedSubTab);
             const existing = draft.bulkUpload.completedTransactionsByPeriod[cacheKey];
             if (existing != null) {
                 existing.fetchState = {
@@ -556,7 +579,7 @@ const expenseAutomationMissingReceiptsView = (0, toolkit_1.createSlice)({
 });
 _a = expenseAutomationMissingReceiptsView.actions, exports.fetchMissingReceipts = _a.fetchMissingReceipts, exports.fetchMissingReceiptsSuccess = _a.fetchMissingReceiptsSuccess, exports.fetchMissingReceiptsFailure = _a.fetchMissingReceiptsFailure, exports.uploadMissingReceiptSuccess = _a.uploadMissingReceiptSuccess, exports.updateMissingReceiptUploadState = _a.updateMissingReceiptUploadState, exports.updateMissingReceiptsUIState = _a.updateMissingReceiptsUIState, exports.markMissingReceiptAsDone = _a.markMissingReceiptAsDone, exports.clearExpenseAutomationMissingReceiptsView = _a.clearExpenseAutomationMissingReceiptsView, 
 // Bulk Upload
-exports.bulkUploadReceipts = _a.bulkUploadReceipts, exports.updateBulkUploadProgress = _a.updateBulkUploadProgress, exports.bulkUploadReceiptsSuccess = _a.bulkUploadReceiptsSuccess, exports.bulkUploadReceiptsFailure = _a.bulkUploadReceiptsFailure, exports.bulkUploadAutomatchingTimedOut = _a.bulkUploadAutomatchingTimedOut, exports.pusherBatchStatusUpdate = _a.pusherBatchStatusUpdate, exports.requestMissingReceiptsTabNavigation = _a.requestMissingReceiptsTabNavigation, exports.clearMissingReceiptsTabNavigation = _a.clearMissingReceiptsTabNavigation, exports.fetchBulkUploadBatchDetailsSuccess = _a.fetchBulkUploadBatchDetailsSuccess, exports.fetchBulkUploadBatchDetailsFailure = _a.fetchBulkUploadBatchDetailsFailure, exports.storeBatchDetails = _a.storeBatchDetails, exports.batchDetailFetchFailed = _a.batchDetailFetchFailed, exports.setInitialBatchDetailsLoading = _a.setInitialBatchDetailsLoading, exports.fetchMoreBatchDetails = _a.fetchMoreBatchDetails, exports.fetchMoreBatchDetailsComplete = _a.fetchMoreBatchDetailsComplete, exports.fetchMoreBatchDetailsFailure = _a.fetchMoreBatchDetailsFailure, exports.fetchBulkUploadBatches = _a.fetchBulkUploadBatches, exports.fetchBulkUploadBatchesSuccess = _a.fetchBulkUploadBatchesSuccess, exports.fetchBulkUploadBatchesFailure = _a.fetchBulkUploadBatchesFailure, exports.confirmBulkUploadMatch = _a.confirmBulkUploadMatch, exports.confirmBulkUploadMatchSuccess = _a.confirmBulkUploadMatchSuccess, exports.confirmBulkUploadMatchFailure = _a.confirmBulkUploadMatchFailure, exports.setBulkUploadResultsTab = _a.setBulkUploadResultsTab, exports.setBulkUploadCompletedSubTab = _a.setBulkUploadCompletedSubTab, exports.setBulkUploadSortConfig = _a.setBulkUploadSortConfig, exports.clearBulkUpload = _a.clearBulkUpload, exports.searchTransactionsForManualMatch = _a.searchTransactionsForManualMatch, exports.searchTransactionsForManualMatchSuccess = _a.searchTransactionsForManualMatchSuccess, exports.searchTransactionsForManualMatchFailure = _a.searchTransactionsForManualMatchFailure, exports.clearManualSearchResults = _a.clearManualSearchResults, exports.acknowledgeBulkUploadConfirmMatchComplete = _a.acknowledgeBulkUploadConfirmMatchComplete, 
+exports.bulkUploadReceipts = _a.bulkUploadReceipts, exports.updateBulkUploadProgress = _a.updateBulkUploadProgress, exports.setBulkUploadUploadedFileCount = _a.setBulkUploadUploadedFileCount, exports.bulkUploadReceiptsSuccess = _a.bulkUploadReceiptsSuccess, exports.bulkUploadReceiptsFailure = _a.bulkUploadReceiptsFailure, exports.restoreBulkUploadMatchingState = _a.restoreBulkUploadMatchingState, exports.bulkUploadAutomatchingTimedOut = _a.bulkUploadAutomatchingTimedOut, exports.pusherBatchStatusUpdate = _a.pusherBatchStatusUpdate, exports.requestMissingReceiptsTabNavigation = _a.requestMissingReceiptsTabNavigation, exports.clearMissingReceiptsTabNavigation = _a.clearMissingReceiptsTabNavigation, exports.fetchBulkUploadBatchDetailsSuccess = _a.fetchBulkUploadBatchDetailsSuccess, exports.fetchBulkUploadBatchDetailsFailure = _a.fetchBulkUploadBatchDetailsFailure, exports.storeBatchDetails = _a.storeBatchDetails, exports.batchDetailFetchFailed = _a.batchDetailFetchFailed, exports.setInitialBatchDetailsLoading = _a.setInitialBatchDetailsLoading, exports.fetchMoreBatchDetails = _a.fetchMoreBatchDetails, exports.fetchMoreBatchDetailsComplete = _a.fetchMoreBatchDetailsComplete, exports.fetchMoreBatchDetailsFailure = _a.fetchMoreBatchDetailsFailure, exports.fetchBulkUploadBatches = _a.fetchBulkUploadBatches, exports.fetchBulkUploadBatchesSuccess = _a.fetchBulkUploadBatchesSuccess, exports.fetchBulkUploadBatchesFailure = _a.fetchBulkUploadBatchesFailure, exports.confirmBulkUploadMatch = _a.confirmBulkUploadMatch, exports.confirmBulkUploadMatchSuccess = _a.confirmBulkUploadMatchSuccess, exports.confirmBulkUploadMatchFailure = _a.confirmBulkUploadMatchFailure, exports.setBulkUploadResultsTab = _a.setBulkUploadResultsTab, exports.setBulkUploadCompletedSubTab = _a.setBulkUploadCompletedSubTab, exports.setBulkUploadSortConfig = _a.setBulkUploadSortConfig, exports.clearBulkUpload = _a.clearBulkUpload, exports.searchTransactionsForManualMatch = _a.searchTransactionsForManualMatch, exports.searchTransactionsForManualMatchSuccess = _a.searchTransactionsForManualMatchSuccess, exports.searchTransactionsForManualMatchFailure = _a.searchTransactionsForManualMatchFailure, exports.clearManualSearchResults = _a.clearManualSearchResults, exports.acknowledgeBulkUploadConfirmMatchComplete = _a.acknowledgeBulkUploadConfirmMatchComplete, 
 // Completed Transactions
 exports.fetchCompletedTransactions = _a.fetchCompletedTransactions, exports.fetchCompletedTransactionsSuccess = _a.fetchCompletedTransactionsSuccess, exports.fetchCompletedTransactionsFailure = _a.fetchCompletedTransactionsFailure;
 exports.default = expenseAutomationMissingReceiptsView.reducer;

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

@@ -2,9 +2,10 @@ import { Amount } from '../../../commonStateTypes/amount';
 import { FetchState, ID } from '../../../commonStateTypes/common';
 import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { MonthYearPeriod } from '../../../commonStateTypes/timePeriod';
+import { ReconciliationDataPayload } from '../../../entity/accountRecon/accountReconPayload';
 import { ZeniAPIStatus } from '../../../responsePayload';
-import { ReconciliationPayload, UploadStatementDocumentAIPayload } from '../payload/reconciliationPayload';
-import { AccountReconciliationLocalData, ActionFetchStates, ReconReconcileSortKey, ReconReviewSortKey, ReconciliationReviewTabLocalData, ReconciliationTabsState, ReconciliationViewState, ReconciliationViewTabType, SaveReconcileDetailActionPayload, SaveReconciliationDetailFailurePayload, TransactionSummary } from '../types/reconciliationViewState';
+import { ExcludedAccountFromReconciliationPayload, ReconciliationPayload, UploadStatementDocumentAIPayload } from '../payload/reconciliationPayload';
+import { AccountReconciliationLocalData, ActionFetchStates, ExcludeAccountFromReconciliationPayload, ReconReconcileSortKey, ReconReviewSortKey, ReconciliationReviewTabLocalData, ReconciliationTabsState, ReconciliationViewState, ReconciliationViewTabType, SaveReconcileDetailActionPayload, SaveReconciliationDetailFailurePayload, TransactionSummary } from '../types/reconciliationViewState';
 export declare const initialReconciliationTabsState: ReconciliationTabsState;
 export declare const initialActionFetchState: ActionFetchStates;
 export declare const initialState: ReconciliationViewState;
@@ -86,7 +87,17 @@ export declare const fetchReconciliation: import("@reduxjs/toolkit").ActionCreat
     accountId: ID;
     error: ZeniAPIStatus;
     selectedPeriod: MonthYearPeriod;
-}, "expenseAutomationReconciliationView/deleteAccountStatementFailure">, uploadAccountStatement: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "expenseAutomationReconciliationView/deleteAccountStatementFailure">, excludeAccountFromReconciliation: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: ExcludeAccountFromReconciliationPayload], ExcludeAccountFromReconciliationPayload, "expenseAutomationReconciliationView/excludeAccountFromReconciliation", never, never>, excludeAccountFromReconciliationSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    selectedPeriod: MonthYearPeriod;
+    account?: ExcludedAccountFromReconciliationPayload;
+}, "expenseAutomationReconciliationView/excludeAccountFromReconciliationSuccess">, excludeAccountFromReconciliationFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    error: ZeniAPIStatus;
+}, "expenseAutomationReconciliationView/excludeAccountFromReconciliationFailure">, includeAccountInReconciliation: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: ExcludeAccountFromReconciliationPayload], ExcludeAccountFromReconciliationPayload, "expenseAutomationReconciliationView/includeAccountInReconciliation", never, never>, includeAccountInReconciliationSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    selectedPeriod: MonthYearPeriod;
+    reconciliation?: ReconciliationDataPayload;
+}, "expenseAutomationReconciliationView/includeAccountInReconciliationSuccess">, includeAccountInReconciliationFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    error: ZeniAPIStatus;
+}, "expenseAutomationReconciliationView/includeAccountInReconciliationFailure">, uploadAccountStatement: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     accountId: ID;
     payload: UploadStatementDocumentAIPayload;
     selectedPeriod: MonthYearPeriod;
@@ -99,6 +110,9 @@ export declare const fetchReconciliation: import("@reduxjs/toolkit").ActionCreat
     selectedPeriod: MonthYearPeriod;
 }, "expenseAutomationReconciliationView/uploadAccountStatementFailure">, updateStatementUploadChosen: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     statementUploadChosen: boolean;
-}, "expenseAutomationReconciliationView/updateStatementUploadChosen">;
+}, "expenseAutomationReconciliationView/updateStatementUploadChosen">, updateNodeCollapseState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    collapsed: boolean;
+    nodeId: ID;
+}, "expenseAutomationReconciliationView/updateNodeCollapseState">;
 declare const _default: import("redux").Reducer<ReconciliationViewState>;
 export default _default;