@zeniai/client-epic-state 5.0.10 → 5.0.11-betaAD01

package/lib/common/aiCfo/aiCfoSuggestedQuestionsPageContext.d.ts

@@ -16,4 +16,4 @@
  *
  * @see README.md in this directory for maintenance expectations.
  */
-export type AiCfoSuggestedQuestionsPageContext = 'balance_sheet' | 'profit_loss' | 'vendors' | 'transactions' | 'cash_flow' | 'accounts_receivable' | 'accounts_payable' | 'transaction_details' | 'dashboard' | 'cash_balance' | 'card_balance' | 'command_centre' | 'je_schedules' | 'reconciliation' | 'flux_analysis' | 'receipts' | 'mei' | 'task_checklist' | 'performance' | 'bills_list' | 'bills_details' | 'reimbursement_list' | 'reimbursement_details' | 'vendors_summary' | 'opex_by_vendor' | 'prepaid_expenses' | 'fixed_assets' | 'form_1099' | 'accrued_expenses' | 'forecast' | 'checking' | 'checking_details' | 'treasury' | 'cards' | 'cards_detail' | 'people' | 'rewards' | 'notifications';
+export type AiCfoSuggestedQuestionsPageContext = 'balance_sheet' | 'profit_loss' | 'vendors' | 'transactions' | 'cash_flow' | 'accounts_receivable' | 'accounts_payable' | 'transaction_details' | 'dashboard' | 'cash_balance' | 'card_balance' | 'cash_in_cash_out' | 'net_burn_or_income' | 'cash_position' | 'top_expenses' | 'revenue' | 'operating_expenses' | 'command_centre' | 'je_schedules' | 'reconciliation' | 'flux_analysis' | 'receipts' | 'mei' | 'task_checklist' | 'performance' | 'bills_list' | 'bills_details' | 'reimbursement_list' | 'reimbursement_details' | 'vendors_summary' | 'opex_by_vendor' | 'prepaid_expenses' | 'fixed_assets' | 'form_1099' | 'accrued_expenses' | 'forecast' | 'checking' | 'checking_details' | 'treasury' | 'cards' | 'cards_detail' | 'people' | 'rewards' | 'notifications';

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

@@ -12,7 +12,13 @@ export const fetchCompletedTransactionsEpic = (actions$, state$, zeniAPI) => act
     const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
     const periodId = toMonthYearPeriodId(selectedPeriod);
     const isInitialLoad = action.payload.pageToken == null;
-    const cacheKey = getCompletedTransactionsCacheKey(periodId, bulkUpload.sortKey, bulkUpload.sortOrder, bulkUpload.completedSubTab);
+    /**
+     * Snapshot sort config + subTab at request time so success/failure write
+     * into the same cache key the request was made under, even if the user
+     * toggles sort while the request is in flight.
+     */
+    const { sortKey, sortOrder, completedSubTab } = bulkUpload;
+    const cacheKey = getCompletedTransactionsCacheKey(periodId, sortKey, sortOrder, completedSubTab);
     const existingData = bulkUpload.completedTransactionsByPeriod[cacheKey];
     if (isInitialLoad &&
         action.payload.cacheOverride !== true &&
@@ -24,13 +30,13 @@ export const fetchCompletedTransactionsEpic = (actions$, state$, zeniAPI) => act
     const queryPayload = {
         start_date: period.start,
         end_date: period.end,
-        sort_by: bulkUpload.sortKey,
-        sort_order: bulkUpload.sortOrder === 'ascending' ? 'asc' : 'desc',
+        sort_by: sortKey,
+        sort_order: sortOrder === 'ascending' ? 'asc' : 'desc',
         page_token: action.payload.pageToken ?? null,
         page_size: 25,
     };
-    if (bulkUpload.completedSubTab !== 'all') {
-        queryPayload.match_type = bulkUpload.completedSubTab;
+    if (completedSubTab !== 'all') {
+        queryPayload.match_type = completedSubTab;
     }
     const encodedQuery = encodeURIComponent(JSON.stringify(queryPayload));
     return zeniAPI
@@ -46,16 +52,25 @@ export const fetchCompletedTransactionsEpic = (actions$, state$, zeniAPI) => act
                 nextPageToken: response.data.next_page_token,
                 totalCount: response.data.total_count,
                 selectedPeriod,
+                sortKey,
+                sortOrder,
+                completedSubTab,
             }));
             return from(updateActions);
         }
         return of(fetchCompletedTransactionsFailure({
             error: response.status,
             selectedPeriod,
+            sortKey,
+            sortOrder,
+            completedSubTab,
         }));
     }), catchError((error) => of(fetchCompletedTransactionsFailure({
         error: createZeniAPIStatus('Unexpected Error', 'Fetch completed transactions errored: ' +
             JSON.stringify(error)),
         selectedPeriod,
+        sortKey,
+        sortOrder,
+        completedSubTab,
     }))));
 }));

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

@@ -5,7 +5,7 @@ import { updateTransactions } from '../../../../entity/transaction/transactionRe
 import { isSuccessResponse } from '../../../../responsePayload';
 import { BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS } from '../../helpers/bulkUploadTiming';
 import { extractTransactionPayloadsFromBatchFiles, isBatchDetailsApiStatusCompleted, toBatchDetails, } from '../../payload/missingReceiptsPayload';
-import { bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, clearBulkUpload, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, restoreBulkUploadMatchingState, } from '../../reducers/missingReceiptsViewReducer';
+import { bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, clearBulkUpload, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, restoreBulkUploadMatchingState, } from '../../reducers/missingReceiptsViewReducer';
 /** First poll after upload; then interval while batch not resolved via Pusher or API. */
 const FALLBACK_FIRST_DELAY_MS = 30000;
 /** Shorter first poll for restored sessions — batch may already be near completion. */
@@ -35,9 +35,17 @@ export const bulkUploadAutomatchingTimeoutEpic = (actions$, state$) => actions$.
         if (bulk.phase !== 'matching' || bulk.currentBatchId !== batchId) {
             return EMPTY;
         }
+        /**
+         * Also request the single-batch details directly so the "X out of Y Receipts Matched"
+         * toast still fires when the backend actually completed between the last Pusher ping
+         * and this timeout. If Pusher already tagged the batch as still `processing`,
+         * `fetchBulkUploadBatchDetailsEpic`'s guard will skip the call and we simply rely on
+         * the list refresh to eventually populate details via `fetchMultipleBatchDetailsEpic`.
+         */
         return from([
             bulkUploadAutomatchingTimedOut(batchId),
             fetchBulkUploadBatches({ cacheOverride: true }),
+            fetchBulkUploadBatchDetails(),
         ]);
     }), takeUntil(merge(actions$.pipe(filter(clearBulkUpload.match)), actions$.pipe(filter(pusherBatchStatusUpdate.match), filter((a) => a.payload.batchId === batchId &&
         a.payload.status === 'completed')), actions$.pipe(filter(fetchBulkUploadBatchDetailsSuccess.match), filter((a) => a.payload.batchId === batchId)))));

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

@@ -522,9 +522,9 @@ const expenseAutomationMissingReceiptsView = 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 = toMonthYearPeriodId(selectedPeriod);
-            const cacheKey = getCompletedTransactionsCacheKey(periodId, draft.bulkUpload.sortKey, draft.bulkUpload.sortOrder, draft.bulkUpload.completedSubTab);
+            const cacheKey = getCompletedTransactionsCacheKey(periodId, sortKey, sortOrder, completedSubTab);
             if (isInitialLoad) {
                 draft.bulkUpload.completedTransactionsByPeriod[cacheKey] = {
                     transactionIds,
@@ -553,7 +553,7 @@ const expenseAutomationMissingReceiptsView = createSlice({
         },
         fetchCompletedTransactionsFailure(draft, action) {
             const periodId = toMonthYearPeriodId(action.payload.selectedPeriod);
-            const cacheKey = getCompletedTransactionsCacheKey(periodId, draft.bulkUpload.sortKey, draft.bulkUpload.sortOrder, draft.bulkUpload.completedSubTab);
+            const cacheKey = getCompletedTransactionsCacheKey(periodId, action.payload.sortKey, action.payload.sortOrder, action.payload.completedSubTab);
             const existing = draft.bulkUpload.completedTransactionsByPeriod[cacheKey];
             if (existing != null) {
                 existing.fetchState = {

package/lib/esm/view/spendManagement/billPay/billDetailView/epics/fetchBillDetailEpic.js

@@ -53,7 +53,7 @@ export const fetchBillDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe(
                 response.data?.transaction?.transaction_id != null) {
                 // eslint-disable-next-line @typescript-eslint/no-non-null-assertion
                 const transcationId = response.data.transaction.transaction_id;
-                const vendorInResponse = response.data?.vendors[0];
+                const vendorInResponse = response.data?.vendors?.[0];
                 const flattenedContacts = vendorInResponse?.contacts ?? [];
                 const flattenedAddresses = getFlattenedAddress(response.data?.vendors ?? []);
                 const flattenedBankAccounts = vendorInResponse?.bank_accounts ?? [];
@@ -85,7 +85,7 @@ export const fetchBillDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe(
                         ...response.data.bank_accounts,
                     ]),
                     updatePaymentInstruments(flattenedPaymentInstruments),
-                    updateVendors(response.data.vendors),
+                    updateVendors(response.data.vendors ?? []),
                     // end: save all vendor related entities
                 ];
                 if (vendorInResponse == null &&
@@ -94,15 +94,15 @@ export const fetchBillDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe(
                     fetchActions.push(fetchVendorsList({
                         searchString: response.data?.transaction.candidate_vendor_name,
                     }));
-                    fetchActions.push(waitForVendorByNameThenUpdateBillDetail(billId, response.data, response.data.vendors[0]?.vendor_id));
+                    fetchActions.push(waitForVendorByNameThenUpdateBillDetail(billId, response.data, undefined));
                 }
                 else {
                     fetchActions.push(updateBillDetail({ billId, billDetail: response.data }));
-                    fetchActions.push(updateBillDetailFetchState(transcationId, 'Completed', undefined, response.data.vendors[0]?.vendor_id));
+                    fetchActions.push(updateBillDetailFetchState(transcationId, 'Completed', undefined, vendorInResponse?.vendor_id));
                     const transactionInResponse = response.data?.transaction;
                     if (transactionInResponse != null &&
                         transactionInResponse.total_amount != null &&
-                        Boolean(vendorInResponse) === true) {
+                        vendorInResponse != null) {
                         fetchActions.push(fetchDuplicateBill(vendorInResponse.vendor_name, vendorInResponse.vendor_id, transactionInResponse.total_amount, transactionInResponse.recipient_total_amount, transactionInResponse.document_id, billId));
                     }
                     const billHasPaymentError = [