@zeniai/client-epic-state 4.20.3-betaSS13 → 4.20.3-betaSS2

package/lib/view/companyView/types/cockpitTypes.d.ts

@@ -3,17 +3,16 @@ import { ZeniDate } from '../../../zeniDayJS';
 import { SubscriptionViewSortKey } from '../../subscriptionView/types/subscriptionTypes';
 import { FilterCategoryValueType } from '../helpers/cockpitHelpers';
 import { CockpitDownloadTabsID, CockpitTabsFileType } from './cockpitTabsID';
-export declare const toPortfolioSortKeyType: (v: string) => "companyName" | "expenses" | "runway" | "cashBalance" | "revenues" | "netIncome";
-export declare const toManagementSortKeyType: (v: string) => "status" | "bookCloseDate" | "companyName" | "group" | "controller" | "plans" | "monthlyRecurringRevenue" | "notes" | "taxStatus" | "preparer" | "reviewer" | "annualRecurringRevenue" | "task" | "customerSuccessManager" | "apAnalyst" | "reportSent" | "taxLead" | "satisfaction";
-export declare const toOnboardingSortKeyType: (v: string) => "companyName" | "notes" | "businessVerified" | "identityVerified" | "bankAccountLinked" | "customerCreated" | "groupCreated" | "qboLinked" | "enroller" | "invite" | "latestCreated";
-export declare const toHealthSortKeyType: (v: string) => "companyName" | "group" | "controller" | "monthlyRecurringRevenue" | "runway" | "companyEngagementMetricsUpdatedAt" | "customerSatisfactionScore" | "externalProductServiceExposure" | "netPromoterScore" | "customerSuccessManager" | "issues" | "productVerticals" | "churnProbability" | "lastReportSent" | "subscriptionDate" | "renewalDate" | "dashboardLastSeen" | "lastEngagement";
+export declare const toPortfolioSortKeyType: (v: string) => "expenses" | "runway" | "companyName" | "cashBalance" | "revenues" | "netIncome";
+export declare const toManagementSortKeyType: (v: string) => "status" | "bookCloseDate" | "group" | "taxStatus" | "controller" | "preparer" | "reviewer" | "annualRecurringRevenue" | "companyName" | "monthlyRecurringRevenue" | "task" | "notes" | "plans" | "customerSuccessManager" | "apAnalyst" | "reportSent" | "taxLead" | "satisfaction";
+export declare const toOnboardingSortKeyType: (v: string) => "companyName" | "businessVerified" | "identityVerified" | "bankAccountLinked" | "customerCreated" | "groupCreated" | "qboLinked" | "notes" | "enroller" | "invite" | "latestCreated";
+export declare const toHealthSortKeyType: (v: string) => "group" | "runway" | "controller" | "companyName" | "monthlyRecurringRevenue" | "companyEngagementMetricsUpdatedAt" | "customerSatisfactionScore" | "externalProductServiceExposure" | "netPromoterScore" | "customerSuccessManager" | "lastReportSent" | "issues" | "productVerticals" | "churnProbability" | "subscriptionDate" | "renewalDate" | "dashboardLastSeen" | "lastEngagement";
 export declare const toTaskManagerSortKeyType: (v: string) => "status" | "name" | "tags" | "createdBy" | "dueDate" | "priority" | "assignee" | "taskName";
 export type PortfolioViewSortKey = ReturnType<typeof toPortfolioSortKeyType>;
 export type ManagementViewSortKey = ReturnType<typeof toManagementSortKeyType>;
 export type OnboardingViewSortKey = ReturnType<typeof toOnboardingSortKeyType>;
 export type HealthViewSortKey = ReturnType<typeof toHealthSortKeyType>;
 export type TaskManagerViewSortKey = ReturnType<typeof toTaskManagerSortKeyType>;
-export type AiAccountantFilterCategoryField = 'enrollmentStatus';
 export type ManagementViewFilterCategoryField = 'controllerUserIds' | 'customerSuccessManagerUserIds' | 'preparerUserIds' | 'reviewerUserIds' | 'apAnalystUserIds' | 'taxLeadUserIds' | 'companyGroupId' | 'taxStatusCode' | 'statusCode' | 'plans' | 'annualRecurringRevenue' | 'monthlyRecurringRevenue' | 'customerSatisfaction' | 'zeniSatisfaction';
 export type SubscriptionViewFilterCategoryField = 'controllerUserIds' | 'statusCode' | 'recommendedActionCode' | 'subscriptionPlans' | 'subscriptionAddOns' | 'avg2MonthExpenses' | 'slabLowerLimit' | 'slabUpperLimit' | 'monthlyRecurringRevenue';
 export type PortfolioViewFilterCategoryField = 'netBurnOrIncome' | 'cashPosition' | 'income' | 'expenses' | 'runway';
@@ -22,7 +21,7 @@ export interface CockpitFilterCategory {
     matchingOperator: 'equal' | 'not-equal';
     values: FilterCategoryValueType[];
     valuesCombinationOperator: 'ANY' | 'ALL';
-    field?: AiAccountantFilterCategoryField | ManagementViewFilterCategoryField | SubscriptionViewFilterCategoryField | PortfolioViewFilterCategoryField | HealthMonitorViewFilterCategoryField;
+    field?: ManagementViewFilterCategoryField | SubscriptionViewFilterCategoryField | PortfolioViewFilterCategoryField | HealthMonitorViewFilterCategoryField;
 }
 export interface CockpitFilters {
     categories?: CockpitFilterCategory[];

package/lib/view/companyView/types/companyPassport/companyPassportViewState.d.ts

@@ -4,7 +4,6 @@ import { CompanyDetailsLocalData } from '../companyPassport/companyDetailsLocalD
 import { CompanyOfficerLocalData, CompanyOfficerType, PrimaryContactLocalData } from '../companyPassport/companyUsersLocalData';
 export type UpdateActionType = 'company_update' | 'user_create' | 'user_update';
 export interface CompanyPassportViewState extends CommonState, FetchedState {
-    accountingClassesUpdateStatus: FetchStateAndError;
     companyDetails: {
         updateStatus: FetchStateAndError;
         localData?: CompanyDetailsLocalData;

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

@@ -4,10 +4,6 @@ exports.initialCompanyPassportView = void 0;
 const commonState_1 = require("../commonState");
 exports.initialCompanyPassportView = {
     ...commonState_1.initialCommonState,
-    accountingClassesUpdateStatus: {
-        fetchState: 'Not-Started',
-        error: undefined,
-    },
     companyDetails: {
         localData: undefined,
         updateStatus: {

package/lib/view/dashboard/dashboardReducer.d.ts

@@ -1,12 +1,12 @@
 import { DashboardState } from './dashboardState';
 export declare const initialState: DashboardState;
-export declare const fetchDashboard: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[userId: string, companyId: string, tenantId: string, fetchFullReport?: any, cacheOverride?: any, excludeResources?: ("cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation")[] | undefined], {
+export declare const fetchDashboard: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[userId: string, companyId: string, tenantId: string, fetchFullReport?: any, cacheOverride?: any, excludeResources?: ("cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card")[] | undefined], {
     userId: string;
     companyId: string;
     tenantId: string;
     fetchFullReport: any;
     cacheOverride: any;
-    excludeResources: ("cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation")[];
+    excludeResources: ("cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card")[];
 }, "dashboard/fetchDashboard", never, never>, updateTreasuryVideoClosed: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"dashboard/updateTreasuryVideoClosed">, clearDashboard: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"dashboard/clearDashboard">;
 declare const _default: import("redux").Reducer<DashboardState>;
 export default _default;

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

@@ -56,17 +56,22 @@ const fetchReconciliationViewEpic = (actions$, state$, zeniAPI) => actions$.pipe
         return zeniAPI.getJSON(apiUrl).pipe((0, operators_1.mergeMap)((response) => {
             if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
                 const updateActions = [];
-                const allTransactionsPerRecon = (0, reconciliationHelpers_1.getAllReviewTransactionsFromReconcilePayload)(response.data.reconciliation);
-                updateActions.push((0, accountReducer_1.updateAccounts)(response.data.accounts, 'account_reconciliation'), (0, accountReducer_1.updateAccounts)(response.data.excluded_accounts ?? [], 'excluded_account_reconciliation'), (0, userReducer_1.updateAllUsers)({
+                updateActions.push((0, accountReducer_1.updateAccounts)(response.data.accounts, 'account_reconciliation'));
+                updateActions.push((0, userReducer_1.updateAllUsers)({
                     users: response.data.users ?? [],
                     updateType: 'merge',
-                }), (0, fileReducer_1.updateFiles)({ files: response.data.files ?? [] }), (0, transactionReducer_1.updateMultipleReconcileTransactions)(allTransactionsPerRecon, 'merge'), (0, accountReconReducer_1.updateAccountRecon)(selectedPeriod, response.data.reconciliation));
+                }));
+                updateActions.push((0, fileReducer_1.updateFiles)({ files: response.data.files ?? [] }));
+                const allTransactionsPerRecon = (0, reconciliationHelpers_1.getAllReviewTransactionsFromReconcilePayload)(response.data.reconciliation);
+                updateActions.push((0, transactionReducer_1.updateMultipleReconcileTransactions)(allTransactionsPerRecon, 'merge'));
+                updateActions.push((0, accountReconReducer_1.updateAccountRecon)(selectedPeriod, response.data.reconciliation));
                 const reviewTabLocalData = (0, exports.prepareReviewTabLocalData)(response.data.reconciliation[0]?.transactions?.review ?? []);
                 if (accountId != null) {
                     const selectedTransactionIds = (0, saveReconciliationDetailEpic_1.getTransactionIdFromCheckedMatchedTransactionPayload)(response.data.reconciliation[0].transactions.reconcile);
                     updateActions.push((0, reconciliationViewReducer_1.updateReconcileTabLocalData)({
                         selectedTransactionIds: selectedTransactionIds,
-                    }), (0, reconciliationViewReducer_1.initializeReconciliationReviewTabLocalData)(reviewTabLocalData));
+                    }));
+                    updateActions.push((0, reconciliationViewReducer_1.initializeReconciliationReviewTabLocalData)(reviewTabLocalData));
                 }
                 updateActions.push((0, reconciliationViewReducer_1.fetchReconciliationSuccess)(selectedPeriod, response.data, refreshViewInBackground, accountId));
                 return (0, rxjs_1.from)(updateActions);

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

@@ -4,7 +4,7 @@ exports.bulkUploadReceiptsEpic = void 0;
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const responsePayload_1 = require("../../../../responsePayload");
-const bulkUploadTiming_1 = require("../../helpers/bulkUploadTiming");
+const bulkUploadTiming_1 = require("../../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.switchMap)((action) => {
     const { files } = action.payload;

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

@@ -8,8 +8,6 @@ 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;
@@ -24,10 +22,10 @@ const fetchBulkUploadBatchesEpic = (actions$, state$, zeniAPI) => actions$.pipe(
             selectedPeriod,
         }));
     }
-    const { end, start } = (0, rollingCalendarDateRangeInclusive_1.rollingCalendarDateRangeInclusive)(bulkUploadTiming_1.BULK_UPLOAD_BATCH_LIST_DATE_RANGE_DAYS);
+    const period = (0, timePeriod_1.convertToPeriod)(selectedPeriod);
     const queryParam = {
-        start_date: start,
-        end_date: end,
+        start_date: period.start,
+        end_date: period.end,
         sort_order: 'desc',
     };
     return zeniAPI

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

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

@@ -3,20 +3,19 @@ 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$.pipe((0, operators_1.filter)((action) => action.payload.pageToken != null));
@@ -33,11 +32,18 @@ const searchTransactionsForManualMatchEpic = (actions$, state$, zeniAPI) => {
             return rxjs_1.EMPTY;
         }
         const state = state$.value;
-        const { expenseAutomationMissingReceiptsViewState: { bulkUpload: { manualSearch, sortKey, sortOrder }, }, } = state;
-        const { end, start } = (0, rollingCalendarDateRangeInclusive_1.rollingCalendarDateRangeInclusive)(MANUAL_SEARCH_TRANSACTION_DATE_RANGE_DAYS);
+        const { expenseAutomationViewState: { selectedPeriodByTenantId }, expenseAutomationMissingReceiptsViewState: { bulkUpload: { manualSearch, sortKey, sortOrder }, }, } = state;
+        const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
+        const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
+        if (selectedPeriod == null) {
+            return (0, rxjs_1.of)((0, missingReceiptsViewReducer_1.searchTransactionsForManualMatchFailure)({
+                error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Manual search requires a selected accounting period.'),
+            }));
+        }
+        const period = (0, timePeriod_1.convertToPeriod)(selectedPeriod);
         const queryParam = {
-            start_date: start,
-            end_date: end,
+            start_date: period.start,
+            end_date: period.end,
             auto_categorized: exports.MANUAL_TRANSACTION_SEARCH_AUTO_CATEGORIZED,
             sort_by: (0, transactionsViewState_1.toTransactionsSortKey)(sortKey),
             sort_order: sortOrder === 'ascending' ? 'asc' : 'desc',

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, 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>;
+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>;
 /**
  * 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

@@ -6,13 +6,11 @@ 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("../../helpers/bulkUploadTiming");
+const bulkUploadTiming_1 = require("../../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),
@@ -31,25 +29,16 @@ 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$.pipe((0, operators_1.filter)((action) => missingReceiptsViewReducer_1.bulkUploadReceiptsSuccess.match(action) ||
-    missingReceiptsViewReducer_1.restoreBulkUploadMatchingState.match(action)), (0, operators_1.mergeMap)((action) => {
+const bulkUploadAutomatchingTimeoutEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.bulkUploadReceiptsSuccess.match), (0, operators_1.switchMap)((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)))));
@@ -60,14 +49,10 @@ 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$.pipe((0, operators_1.filter)((action) => missingReceiptsViewReducer_1.bulkUploadReceiptsSuccess.match(action) ||
-    missingReceiptsViewReducer_1.restoreBulkUploadMatchingState.match(action)), (0, operators_1.mergeMap)((action) => {
+const pollBulkUploadBatchStatusEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.bulkUploadReceiptsSuccess.match), (0, operators_1.switchMap)((action) => {
     const { batchId } = action.payload;
     let pollErrorNotified = false;
-    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 &&
+    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 &&
         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) => {

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" | "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";
+    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" | "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";
+    messageText: "notification" | "success" | "failed";
     type: "error" | "success" | "info";
     variables: {
         variableName: string;

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

@@ -40,7 +40,6 @@ export interface BatchListItemPayload {
     possible_matches_count: number;
     status: string;
     total_files: number;
-    user_id: string;
 }
 export type BatchListResponse = ZeniAPIResponse<BatchListResponsePayload>;
 export interface MatchedTransactionPayload {
@@ -82,8 +81,6 @@ 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>;
 /**
@@ -96,8 +93,6 @@ 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

@@ -5,7 +5,6 @@ exports.toBatchFile = toBatchFile;
 exports.extractTransactionPayloadsFromBatchFiles = extractTransactionPayloadsFromBatchFiles;
 exports.toBatchSummary = toBatchSummary;
 exports.toBatchDetails = toBatchDetails;
-exports.isBatchDetailsStatusPendingOrProcessing = isBatchDetailsStatusPendingOrProcessing;
 exports.isBatchListStatusCompleted = isBatchListStatusCompleted;
 exports.filterBatchListItemsForBatchDetailsFetch = filterBatchListItemsForBatchDetailsFetch;
 exports.isBatchDetailsApiStatusCompleted = isBatchDetailsApiStatusCompleted;
@@ -114,16 +113,8 @@ 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';
@@ -181,7 +172,6 @@ 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

@@ -1,5 +1,4 @@
 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';
@@ -10,35 +9,14 @@ 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 {
@@ -51,28 +29,6 @@ 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;
@@ -98,4 +54,3 @@ export interface UploadStatementResponsePayload {
     };
 }
 export type UploadStatementResponse = ZeniAPIResponse<UploadStatementResponsePayload>;
-export {};

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

@@ -49,7 +49,7 @@ exports.initialState = {
         searchString: '',
         scrollPosition: { scrollTop: 0, scrollLeft: undefined },
         selectedMainTab: 'pending_review',
-        sortKey: 'transactionDate',
+        sortKey: 'startMonth',
         sortOrder: 'descending',
         totalCount: 0,
         limit: 10,

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

@@ -12,12 +12,6 @@ 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;
@@ -40,15 +34,11 @@ 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[];
-    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<{
+}, "expenseAutomationMissingReceiptsView/bulkUploadReceipts", never, never>, updateBulkUploadProgress: import("@reduxjs/toolkit").ActionCreatorWithPayload<number, "expenseAutomationMissingReceiptsView/updateBulkUploadProgress">, bulkUploadReceiptsSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     batchId: ID;
 }, "expenseAutomationMissingReceiptsView/bulkUploadReceiptsSuccess">, bulkUploadReceiptsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     error: ZeniAPIStatus;
-}, "expenseAutomationMissingReceiptsView/bulkUploadReceiptsFailure">, restoreBulkUploadMatchingState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
-    batchId: ID;
-    totalFiles: number;
-}, "expenseAutomationMissingReceiptsView/restoreBulkUploadMatchingState">, bulkUploadAutomatchingTimedOut: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[batchId: string], {
+}, "expenseAutomationMissingReceiptsView/bulkUploadReceiptsFailure">, 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;
@@ -101,20 +91,14 @@ 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;