@zeniai/client-epic-state 5.0.100 → 5.1.0-betaSS1

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

@@ -3,8 +3,7 @@ export const initialUIState = {
     filterText: '',
     sortKey: 'dueDate',
     sortOrder: 'descending',
-    from: 0,
-    filters: {},
+    pageToken: null,
 };
 const initialMetrics = {
     closed: 0,
@@ -19,13 +18,6 @@ export const initialState = {
     metrics: initialMetrics,
     metricsFetchState: 'Not-Started',
     uiState: initialUIState,
-    cockpitContext: {
-        fetchState: 'Not-Started',
-        error: undefined,
-        companyIds: [],
-        userIds: [],
-        userGroupIds: [],
-    },
     hasValidState() {
         return this.fetchState == 'Completed';
     },
@@ -36,11 +28,10 @@ const companyTaskManagerView = createSlice({
     initialState,
     reducers: {
         fetchCompanyTaskManagerView: {
-            prepare(from, sortKey, sortOrder, keepExistingListItems = true, searchString, filters) {
+            prepare(pageToken, sortKey, sortOrder, keepExistingListItems = true, searchString) {
                 return {
                     payload: {
-                        from,
-                        filters,
+                        pageToken,
                         searchString,
                         sortKey,
                         sortOrder,
@@ -49,10 +40,10 @@ const companyTaskManagerView = createSlice({
                 };
             },
             reducer(draft, action) {
-                const { from, searchString, sortKey, sortOrder, keepExistingListItems } = action.payload;
+                const { pageToken, searchString, sortKey, sortOrder, keepExistingListItems, } = action.payload;
                 draft.uiState.sortKey = sortKey;
                 draft.uiState.sortOrder = sortOrder;
-                draft.uiState.from = from;
+                draft.uiState.pageToken = pageToken;
                 if (keepExistingListItems === false) {
                     draft.taskIds = [];
                 }
@@ -65,14 +56,15 @@ const companyTaskManagerView = createSlice({
         },
         updateCompanyTaskManagerViewOnSuccess(draft, action) {
             const { data } = action.payload;
-            const tasks = data.aggregations.group_by_company_name.buckets.flatMap((bucket) => bucket.tasks);
+            const { tasks, query, total_count } = data;
             draft.fetchState = 'Completed';
             draft.error = undefined;
             draft.taskIds = [...draft.taskIds, ...tasks.map((task) => task.task_id)];
-            if (draft.uiState.filterText === '' && draft.uiState.from === 0) {
-                draft.totalTaskCount = data.total;
+            // consider total count only when fetching for first time
+            if (draft.uiState.filterText === '' && draft.uiState.pageToken == null) {
+                draft.totalTaskCount = total_count;
             }
-            draft.uiState.from = data.from + data.limit;
+            draft.uiState.pageToken = query.page_token;
         },
         updateCompanyTaskManagerViewOnFailure: {
             reducer(draft, action) {
@@ -93,30 +85,10 @@ const companyTaskManagerView = createSlice({
         updateTaskManagerMetricsOnFailure(draft) {
             draft.metricsFetchState = 'Error';
         },
-        updateCompanyTaskManagerViewFilters(draft, action) {
-            if (action.payload.filters != null) {
-                draft.uiState.filters = action.payload.filters;
-            }
-        },
-        fetchCockpitContext(draft) {
-            draft.cockpitContext.fetchState = 'In-Progress';
-            draft.cockpitContext.error = undefined;
-        },
-        updateCockpitContextOnSuccess(draft, action) {
-            draft.cockpitContext.fetchState = 'Completed';
-            draft.cockpitContext.error = undefined;
-            draft.cockpitContext.companyIds = action.payload.companyIds;
-            draft.cockpitContext.userIds = action.payload.userIds;
-            draft.cockpitContext.userGroupIds = action.payload.userGroupIds;
-        },
-        updateCockpitContextOnFailure(draft, action) {
-            draft.cockpitContext.fetchState = 'Error';
-            draft.cockpitContext.error = action.payload;
-        },
         clearCompanyTaskManagerView(draft) {
             Object.assign(draft, initialState);
         },
     },
 });
-export const { fetchCompanyTaskManagerView, updateCompanyTaskManagerViewOnSuccess, updateCompanyTaskManagerViewOnFailure, fetchTaskManagerMetrics, updateTaskManagerMetrics, updateTaskManagerMetricsOnFailure, clearCompanyTaskManagerView, updateCompanyTaskManagerViewFilters, fetchCockpitContext, updateCockpitContextOnSuccess, updateCockpitContextOnFailure, } = companyTaskManagerView.actions;
+export const { fetchCompanyTaskManagerView, updateCompanyTaskManagerViewOnSuccess, updateCompanyTaskManagerViewOnFailure, fetchTaskManagerMetrics, updateTaskManagerMetrics, updateTaskManagerMetricsOnFailure, clearCompanyTaskManagerView, } = companyTaskManagerView.actions;
 export default companyTaskManagerView.reducer;

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

@@ -1,11 +1,10 @@
 import { createSelector } from '@reduxjs/toolkit';
-import { reduceAnyFetchState } from '../../commonStateTypes/reduceFetchState';
-import { getCompanyByCompanyId, getCompanyByCompanyIds, } from '../../entity/company/companySelector';
+import { getCompanyByCompanyId } from '../../entity/company/companySelector';
 import { getTagsByIds } from '../../entity/tag/tagSelector';
 import { getTaskById } from '../../entity/task/taskSelector';
 import { getUserByUserId, getUsersByUserIds, } from '../../entity/user/userSelector';
 export const getCompanyTaskManagerView = createSelector((state) => state.companyTaskManagerViewState, (state) => state.companyState, (state) => state.userState, (state) => state.taskState, (state) => state.tagState, (companyTaskManagerViewState, companyState, userState, taskState, tagState) => {
-    const { taskIds, uiState, totalTaskCount, metrics, metricsFetchState } = companyTaskManagerViewState;
+    const { taskIds, uiState, fetchState, error, totalTaskCount, metrics, metricsFetchState, } = companyTaskManagerViewState;
     const tasksList = [];
     taskIds.forEach((taskId) => {
         const task = getTaskById(taskState, taskId);
@@ -27,22 +26,13 @@ export const getCompanyTaskManagerView = createSelector((state) => state.company
             }
         }
     });
-    const allCompanyIds = companyTaskManagerViewState.cockpitContext.companyIds;
-    const companies = getCompanyByCompanyIds(companyState, allCompanyIds).map((c) => c.company);
-    const users = getUsersByUserIds(userState, companyTaskManagerViewState.cockpitContext.userIds);
-    const fetchStateAndError = reduceAnyFetchState([
-        companyTaskManagerViewState,
-        companyTaskManagerViewState.cockpitContext,
-    ]);
     return {
-        companies,
         metrics,
         metricsFetchState,
         tasksList,
         uiState,
-        fetchState: fetchStateAndError.fetchState,
-        error: fetchStateAndError.error,
+        fetchState,
+        error,
         totalTaskCount,
-        users,
     };
 });

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

@@ -1,35 +1,51 @@
 import { from } from 'rxjs';
 import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { getSortOrder } from '../../../commonPayloadTypes/sortOrderPayload';
+import { updateCompanies } from '../../../entity/company/companyReducer';
 import { updateTags } from '../../../entity/tag/tagReducer';
 import { updateTasks } from '../../../entity/task/taskReducer';
+import { updateAllUsers } from '../../../entity/user/userReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { fetchCompanyTaskManagerView, updateCompanyTaskManagerViewOnFailure, updateCompanyTaskManagerViewOnSuccess, } from '../companyTaskManagerViewReducer';
-const DEFAULT_PAGE_SIZE = 100;
+const toSortKeyPayload = (sortKey) => {
+    switch (sortKey) {
+        case 'taskName':
+            return 'name';
+        case 'dueDate':
+            return 'due_date';
+        case 'createdBy':
+            return 'created_by';
+        case 'name':
+            return 'company_name';
+        default:
+            return sortKey;
+    }
+};
 export const fetchCompanyTaskManagerViewEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchCompanyTaskManagerView.match), switchMap((action) => {
-    const { from: fromOffset, searchString, sortKey, sortOrder, filters, } = action.payload;
+    const { pageToken, sortKey, sortOrder, searchString } = action.payload;
     const queryValue = {
-        size: DEFAULT_PAGE_SIZE,
-        from: fromOffset,
-        global_search: searchString ?? '',
+        page_token: pageToken,
         sort_by: toSortKeyPayload(sortKey),
         sort_order: getSortOrder(sortOrder),
-        filter_join: filters?.categoryCombinationOperator === 'AND' ? 'and' : 'or',
-        ...(filters?.categories != null && filters.categories.length > 0
-            ? { filter_by: toFilterByPayload(filters) }
-            : {}),
+        search_text: searchString ?? '',
+        view: 'cockpit_task_manager_view',
     };
     return zeniAPI
-        .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels/tasks-es?query=${encodeURIComponent(JSON.stringify(queryValue))}`)
+        .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels/tasks?query=${encodeURIComponent(JSON.stringify(queryValue))}`)
         .pipe(mergeMap((response) => {
         if (isSuccessResponse(response) && response.data != null) {
-            const tasksList = response.data.aggregations.group_by_company_name.buckets.flatMap((bucket) => bucket.tasks);
+            const tasksList = response.data.tasks;
             const actions = [
                 updateCompanyTaskManagerViewOnSuccess({
                     data: response.data,
                 }),
                 updateTasks(tasksList),
-                updateTags(tasksList.flatMap((task) => task.tags)),
+                updateCompanies({
+                    payload: response.data.companies,
+                    schema: {},
+                }),
+                updateTags(tasksList.map((task) => task.tags).flat()),
+                updateAllUsers({ users: response.data.users }),
             ];
             return from(actions);
         }
@@ -46,28 +62,3 @@ export const fetchCompanyTaskManagerViewEpic = (actions$, _state$, zeniAPI) => a
         return from(actions);
     }));
 }));
-const toSortKeyPayload = (sortKey) => {
-    switch (sortKey) {
-        case 'taskName':
-            return 'name';
-        case 'dueDate':
-            return 'due_date';
-        case 'createdBy':
-            return 'created_by';
-        case 'name':
-            return 'company_name';
-        default:
-            return sortKey;
-    }
-};
-const toFilterByPayload = (filters) => {
-    if (filters.categories == null) {
-        return [];
-    }
-    return filters.categories.map((category) => ({
-        field: category.field ?? '',
-        operator: category.matchingOperator === 'equal' ? 'is' : 'is_not',
-        values: category.values.map((v) => String(v)),
-        join: category.valuesCombinationOperator === 'ALL' ? 'and' : 'or',
-    }));
-};

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

@@ -309,51 +309,6 @@ const companyView = createSlice({
                 error: action.payload.status,
             };
         },
-        updateCapitalizationAccountThreshold: {
-            prepare(companyId, accountId, threshold, dismissOnboardingForAccount, allOverrides) {
-                return {
-                    payload: {
-                        companyId,
-                        accountId,
-                        threshold,
-                        dismissOnboardingForAccount,
-                        allOverrides,
-                    },
-                };
-            },
-            reducer(draft, 
-            // eslint-disable-next-line @typescript-eslint/no-unused-vars
-            _action) {
-                draft.passportView.capitalizationThresholdUpdateStatus = {
-                    fetchState: 'In-Progress',
-                    error: undefined,
-                };
-            },
-        },
-        updateCapitalizationAccountThresholdSuccess(draft) {
-            draft.passportView.capitalizationThresholdUpdateStatus = {
-                fetchState: 'Completed',
-                error: undefined,
-            };
-        },
-        updateCapitalizationAccountThresholdFailure(draft, action) {
-            draft.passportView.capitalizationThresholdUpdateStatus = {
-                fetchState: 'Error',
-                error: action.payload.status,
-            };
-        },
-        dismissCapitalizationOnboarding: {
-            prepare(companyId, accountId) {
-                return { payload: { companyId, accountId } };
-            },
-            reducer(
-            // eslint-disable-next-line @typescript-eslint/no-unused-vars
-            _draft, 
-            // eslint-disable-next-line @typescript-eslint/no-unused-vars
-            _action) {
-                // No loading state needed — fire-and-forget
-            },
-        },
         companyPassportUpdatePrimaryContact: {
             reducer(draft, action) {
                 const { primaryContact } = action.payload;
@@ -627,5 +582,5 @@ const companyView = createSlice({
         },
     },
 });
-export const { fetchCompanyPassportView, fetchAllCockpitViews, fetchOnboardingView, fetchManagementView, fetchSubscriptionView, fetchPortfolioView, fetchCompanyManagementView, companyManagementSaveUpdates, companyManagementSavePendingUpdates, companyManagementDiscardUpdates, companyManagementSaveUpdatesSuccess, companyManagementSaveUpdatesFailure, updateCompanyViewOnSuccess, updateCompanyViewOnFailure, fetchCompanyPortfolioView, fetchZeniUsers, updateZeniUsersOnSuccess, updateZeniUsersOnFailure, clearCompanyView, updateCompanyPortfolioUIState, updateCompanyManagementUIState, companyPassportSaveDataInLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, companyPassportUpdateCompanyDetails, companyPassportUpdateCompanyDetailsSuccess, companyPassportUpdateCompanyDetailsFailure, updateAccountingClassesEnabled, updateAccountingClassesEnabledSuccess, updateAccountingClassesEnabledFailure, updateCapitalizationAccountThreshold, updateCapitalizationAccountThresholdSuccess, updateCapitalizationAccountThresholdFailure, dismissCapitalizationOnboarding, companyPassportUpdatePrimaryContact, companyPassportUpdatePrimaryContactSuccess, companyPassportUpdatePrimaryContactFailure, companyPassportUpdateCompanyOfficer, companyPassportUpdateCompanyOfficerSuccess, companyPassportUpdateCompanyOfficerFailure, companyPassportCreateCompanyOfficers, companyPassportCreateCompanyOfficersSuccess, companyPassportCreateCompanyOfficersFailure, updateCompanyPassportLocalStoreData, saveIndustryAndIncDateInCompanyPassportLocalStore, saveCompanyPassportDetails, fetchParentSubsidiaryManagementView, updateParentSubsidiaryView, updateParentSubsidiaryViewOnFailure, updateCompanyDownloadState, fetchCompanyMetaData, updateCompanyMetaDataOnSuccess, updateCompanyMetaDataOnFailure, updateMetaDataOnSendMonthEndReport, } = companyView.actions;
+export const { fetchCompanyPassportView, fetchAllCockpitViews, fetchOnboardingView, fetchManagementView, fetchSubscriptionView, fetchPortfolioView, fetchCompanyManagementView, companyManagementSaveUpdates, companyManagementSavePendingUpdates, companyManagementDiscardUpdates, companyManagementSaveUpdatesSuccess, companyManagementSaveUpdatesFailure, updateCompanyViewOnSuccess, updateCompanyViewOnFailure, fetchCompanyPortfolioView, fetchZeniUsers, updateZeniUsersOnSuccess, updateZeniUsersOnFailure, clearCompanyView, updateCompanyPortfolioUIState, updateCompanyManagementUIState, companyPassportSaveDataInLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, companyPassportUpdateCompanyDetails, companyPassportUpdateCompanyDetailsSuccess, companyPassportUpdateCompanyDetailsFailure, updateAccountingClassesEnabled, updateAccountingClassesEnabledSuccess, updateAccountingClassesEnabledFailure, companyPassportUpdatePrimaryContact, companyPassportUpdatePrimaryContactSuccess, companyPassportUpdatePrimaryContactFailure, companyPassportUpdateCompanyOfficer, companyPassportUpdateCompanyOfficerSuccess, companyPassportUpdateCompanyOfficerFailure, companyPassportCreateCompanyOfficers, companyPassportCreateCompanyOfficersSuccess, companyPassportCreateCompanyOfficersFailure, updateCompanyPassportLocalStoreData, saveIndustryAndIncDateInCompanyPassportLocalStore, saveCompanyPassportDetails, fetchParentSubsidiaryManagementView, updateParentSubsidiaryView, updateParentSubsidiaryViewOnFailure, updateCompanyDownloadState, fetchCompanyMetaData, updateCompanyMetaDataOnSuccess, updateCompanyMetaDataOnFailure, updateMetaDataOnSendMonthEndReport, } = companyView.actions;
 export default companyView.reducer;

package/lib/esm/view/companyView/epic/fetchAllCockpitViewsEpic.js

@@ -21,7 +21,7 @@ export const fetchAllCockpitViewsEpic = (actions$, state$) => actions$.pipe(filt
             fetchReviewCompanyView(),
             fetchCompanyHealthMetricView(),
             fetchCompanyMetaData(),
-            fetchCompanyTaskManagerView(0, 'dueDate', 'descending', false),
+            fetchCompanyTaskManagerView(null, 'dueDate', 'descending', false),
             fetchCompanyHealthMetricConfig(),
         ]);
     }
@@ -74,7 +74,7 @@ export const fetchAllCockpitViewsEpic = (actions$, state$) => actions$.pipe(filt
         }
         if (state.companyTaskManagerViewState.fetchState !== 'In-Progress' &&
             state.companyTaskManagerViewState.hasValidState() === false) {
-            fetchActions.push(fetchCompanyTaskManagerView(0, 'dueDate', 'descending', false));
+            fetchActions.push(fetchCompanyTaskManagerView(null, 'dueDate', 'descending', false));
         }
         return from(fetchActions);
     }

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

@@ -5,10 +5,6 @@ export const initialCompanyPassportView = {
         fetchState: 'Not-Started',
         error: undefined,
     },
-    capitalizationThresholdUpdateStatus: {
-        fetchState: 'Not-Started',
-        error: undefined,
-    },
     companyDetails: {
         localData: undefined,
         updateStatus: {

package/lib/esm/view/dashboard/dashboardReducer.js

@@ -1,9 +1,8 @@
 import { createSlice } from '@reduxjs/toolkit';
 import { dateNow } from '../../zeniDayJS';
-import { updateTreasuryPromoIntroClosedByOutsideClick, updateTreasuryPromoRemindMeLaterClicked, } from '../spendManagement/treasury/treasurySetUp/treasurySetupViewReducer';
 export const initialState = {
-    isTreasuryVideoClosed: false,
     lastFetchRequestTime: undefined,
+    isTreasuryVideoClosed: false,
 };
 const dashboard = createSlice({
     name: 'dashboard',
@@ -33,15 +32,6 @@ const dashboard = createSlice({
             Object.assign(draft, initialState);
         },
     },
-    extraReducers: (builder) => {
-        builder
-            .addCase(updateTreasuryPromoRemindMeLaterClicked, (draft) => {
-            draft.isTreasuryVideoClosed = true;
-        })
-            .addCase(updateTreasuryPromoIntroClosedByOutsideClick, (draft) => {
-            draft.isTreasuryVideoClosed = true;
-        });
-    },
 });
 export const { fetchDashboard, updateTreasuryVideoClosed, clearDashboard } = dashboard.actions;
 export default dashboard.reducer;

package/lib/esm/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.js

@@ -9,7 +9,7 @@ import { fetchMissingReceipts } from '../../reducers/missingReceiptsViewReducer'
 import { fetchReconciliation } from '../../reducers/reconciliationViewReducer';
 import { fetchTransactionCategorizationView } from '../../reducers/transactionsViewReducer';
 export const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.pipe(filter(fetchAllExpenseAutomationTabs.match), switchMap((action) => {
-    const { cacheOverride, refreshViewInBackground, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+    const { cacheOverride, refreshViewInBackground, isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses, } = action.payload;
     const state = state$.value;
     const { monthEndCloseChecksState } = state;
     const { monthEndCloseChecksByTenantId } = monthEndCloseChecksState;
@@ -30,7 +30,7 @@ export const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.
     }
     if (cacheOverride === true) {
         const actions = [];
-        actions.push(fetchTransactionCategorizationView(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, cacheOverride, false, undefined, undefined, refreshViewInBackground, false, isUncategorizedExpenseCategoryEnabled), fetchMissingReceipts({ start: timePeriodStart, end: timePeriodEnd }, {
+        actions.push(fetchTransactionCategorizationView(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, cacheOverride, false, undefined, undefined, refreshViewInBackground, false, isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses), fetchMissingReceipts({ start: timePeriodStart, end: timePeriodEnd }, {
             amount: 75.0,
             currencyCode: 'USD',
             currencySymbol: '$',
@@ -83,7 +83,7 @@ export const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.
             (state.expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab].hasValidState() === false ||
                 state.expenseAutomationTransactionsViewState
                     .transactionCategorizationView[selectedTransactionCategorizationTab].transactionIdsBySelectedPeriod[monthYearPeriodId] == null)) {
-            fetchActions.push(fetchTransactionCategorizationView(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, cacheOverride, false, undefined, undefined, refreshViewInBackground, false, isUncategorizedExpenseCategoryEnabled));
+            fetchActions.push(fetchTransactionCategorizationView(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, cacheOverride, false, undefined, undefined, refreshViewInBackground, false, isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses));
         }
         return from(fetchActions);
     }

package/lib/esm/view/expenseAutomationView/epics/common/refreshExpenseAutomationCurrentTabEpic.js

@@ -10,7 +10,7 @@ import { fetchMissingReceipts } from '../../reducers/missingReceiptsViewReducer'
 import { fetchReconciliation } from '../../reducers/reconciliationViewReducer';
 import { fetchTransactionCategorizationView } from '../../reducers/transactionsViewReducer';
 export const refreshExpenseAutomationCurrentTabEpic = (actions$, state$) => actions$.pipe(filter(refreshExpenseAutomationCurrentTab.match), switchMap((action) => {
-    const { isUncategorizedExpenseCategoryEnabled } = action.payload;
+    const { countOnlyStatuses, isUncategorizedExpenseCategoryEnabled, statuses, } = action.payload;
     const state = state$.value;
     const currentTenant = getCurrentTenant(state);
     const companyId = currentTenant.companyId;
@@ -61,9 +61,10 @@ export const refreshExpenseAutomationCurrentTabEpic = (actions$, state$) => acti
             }
         }
         case 'transaction_categorization':
-        default:
+        default: {
             return from([
-                fetchTransactionCategorizationView(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, true, false, undefined, undefined, true, undefined, isUncategorizedExpenseCategoryEnabled),
+                fetchTransactionCategorizationView(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, true, false, undefined, undefined, true, undefined, isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses),
             ]);
+        }
     }
 }));

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

@@ -5,14 +5,9 @@ import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePay
 import { rollingCalendarDateRangeInclusive } from '../../helpers/rollingCalendarDateRangeInclusive';
 import { supportedTransactionPayloadToManualSearchResult } from '../../payload/missingReceiptsPayload';
 import { searchTransactionsForManualMatch, searchTransactionsForManualMatchFailure, searchTransactionsForManualMatchSuccess, } from '../../reducers/missingReceiptsViewReducer';
-import { DEFAULT_COMPLETED_SUB_TAB } from '../../types/completedSubTab';
 import { toTransactionsSortKey } from '../../types/transactionsViewState';
 /**
- * `auto_categorized` for manual transaction search (Unmatched).
- * Backend contract TBD — align with `fetchTransactionCategorizationEpic` (`selectedTab === 'autoCategorized'`)
- * when the expense-automation API documents the intended filter for this flow.
- */
-export const MANUAL_TRANSACTION_SEARCH_AUTO_CATEGORIZED = false;
+
 /** Inclusive rolling window for manual match search (ignores accounting period picker). */
 const MANUAL_SEARCH_TRANSACTION_DATE_RANGE_DAYS = 90;
 export const searchTransactionsForManualMatchEpic = (actions$, state$, zeniAPI) => {
@@ -41,17 +36,11 @@ export const searchTransactionsForManualMatchEpic = (actions$, state$, zeniAPI)
         const queryParam = {
             start_date: start,
             end_date: end,
-            auto_categorized: MANUAL_TRANSACTION_SEARCH_AUTO_CATEGORIZED,
             sort_by: toTransactionsSortKey(manualSearchSortKey),
             sort_order: manualSearchSortOrder === 'ascending' ? 'asc' : 'desc',
             page_token: pageToken ?? null,
             page_size: manualSearch.pageSize,
             search_text: query,
-            // Manual search ignores the Completed sub-tab axis — always span the
-            // default sentinel so the receipt-matching UX returns results
-            // regardless of where the transaction would otherwise be bucketed on
-            // the Completed tab.
-            sub_tab: DEFAULT_COMPLETED_SUB_TAB,
         };
         return zeniAPI
             .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`)

package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/backgroundRefetchReviewTabEpic.js

@@ -10,8 +10,14 @@ import { toTransactionsSortKey } from '../../types/transactionsViewState';
 const SELECTED_TAB = 'review';
 const PAGE_SIZE = 25;
 export const backgroundRefetchReviewTabEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(backgroundRefetchReviewTab.match), switchMap((action) => {
-    const { period, isUncategorizedExpenseCategoryEnabled } = action.payload;
+    const { period, isUncategorizedExpenseCategoryEnabled, reviewStatuses } = action.payload;
     const state = state$.value;
+    // Background refetch must never widen the listing to "all statuses".
+    // Dispatchers that have access to the Statsig-resolved Review-tab
+    // status set (e.g. the EA-screen save chain) pass it through on the
+    // action; everyone else falls back to the hardcoded sentinel so the
+    // refetch matches what the user sees on the Review tab.
+    const effectiveReviewStatuses = reviewStatuses ?? ['pending_review'];
     const currentTenant = getCurrentTenant(state);
     const selectedPeriod = state.expenseAutomationViewState.selectedPeriodByTenantId[currentTenant.tenantId];
     const reviewUiState = state.expenseAutomationTransactionsViewState
@@ -21,12 +27,12 @@ export const backgroundRefetchReviewTabEpic = (actions$, state$, zeniAPI) => act
         const queryParam = {
             start_date: toString(period.start),
             end_date: toString(period.end),
-            auto_categorized: false,
             sort_by: toTransactionsSortKey(reviewUiState.sortKey),
             sort_order: reviewUiState.sortOrder === 'ascending' ? 'asc' : 'desc',
             page_token: pageToken,
             page_size: PAGE_SIZE,
             search_text: reviewUiState.searchString,
+            statuses: effectiveReviewStatuses,
         };
         return zeniAPI.getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`);
     };

package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationEpic.js

@@ -6,11 +6,10 @@ import { updateTransactions } from '../../../../entity/transaction/transactionRe
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
 import { getLineItemsByTransactionsIdsFromResponse } from '../../helpers/transactionCategorizationLocalDataHelper';
 import { fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationSuccess, initializeTransactionCategorizationViewLocalData, resetOtherTabsFetchState, updateParentTotalCountForTab, updateTotalCountForTransactionCategorization, updateTransactionCategorizationUIState, } from '../../reducers/transactionsViewReducer';
-import { DEFAULT_COMPLETED_SUB_TAB } from '../../types/completedSubTab';
 import { TRANSACTIONS_TABS, toTransactionsSortKey, } from '../../types/transactionsViewState';
 export const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchTransactionCategorization.match), switchMap((action) => {
     const { expenseAutomationViewState: { selectedPeriodByTenantId }, expenseAutomationTransactionsViewState, } = state$.value;
-    const { period, keepExistingListItems, selectedTab, refreshViewInBackground, } = action.payload;
+    const { period, keepExistingListItems, selectedTab, refreshViewInBackground, statuses, countOnlyStatuses, } = action.payload;
     const uiState = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTab].uiState;
     const { pageToken, sortOrder, sortKey } = uiState;
     const currentTenant = getCurrentTenant(state$.value);
@@ -18,15 +17,13 @@ export const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) =>
     const queryParam = {
         start_date: toString(period.start),
         end_date: toString(period.end),
-        auto_categorized: selectedTab === 'autoCategorized',
         sort_by: toTransactionsSortKey(sortKey),
         sort_order: sortOrder === 'ascending' ? 'asc' : 'desc',
         page_token: pageToken,
         page_size: 25,
         search_text: uiState.searchString,
-        sub_tab: selectedTab === 'autoCategorized'
-            ? expenseAutomationTransactionsViewState.selectedTransactionCategorizationCompletedSubTab
-            : DEFAULT_COMPLETED_SUB_TAB,
+        statuses,
+        count_only_statuses: countOnlyStatuses,
     };
     return zeniAPI
         .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
@@ -52,8 +49,11 @@ export const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) =>
             updateActions.push(updateParentTotalCountForTab({
                 selectedPeriod,
                 selectedTab,
-                parentTotalCount: response.data.parent_tab_total_count ??
-                    response.data.total_count,
+                // Optional — present only when the request supplied
+                // `count_only_statuses`. The reducer no-ops on undefined so
+                // any cached parent badge stays intact across scoped
+                // fetches (sort changes, pagination, etc.).
+                parentTotalCount: response.data.count_only_total,
             }));
             updateActions.push(resetOtherTabsFetchState({
                 refreshViewInBackground,

package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic.js

@@ -8,7 +8,7 @@ import { fetchOwnerList } from '../../../ownerList/ownerListReducer';
 import { fetchProjectList } from '../../../projectList/projectListReducer';
 import { fetchTransactionCategorization, fetchTransactionCategorizationView, } from '../../reducers/transactionsViewReducer';
 export const fetchTransactionCategorizationViewEpic = (actions$, state$) => actions$.pipe(filter(fetchTransactionCategorizationView.match), mergeMap((action) => {
-    const { selectedTab, cacheOverride, keepExistingListItems, pageToken, period, refreshViewInBackground, searchString, resetListItems, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+    const { selectedTab, cacheOverride, keepExistingListItems, pageToken, period, refreshViewInBackground, searchString, resetListItems, isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses, } = action.payload;
     const updateActions = [];
     const { expenseAutomationTransactionsViewState } = state$.value;
     const { fetchState, transactionIdsBySelectedPeriod } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTab];
@@ -42,7 +42,7 @@ export const fetchTransactionCategorizationViewEpic = (actions$, state$) => acti
     if (cacheOverride === true ||
         fetchState === 'Not-Started' ||
         transactionIds.length === 0) {
-        updateActions.push(fetchTransactionCategorization(selectedTab, period, cacheOverride, keepExistingListItems, searchString, pageToken, refreshViewInBackground, resetListItems, isUncategorizedExpenseCategoryEnabled));
+        updateActions.push(fetchTransactionCategorization(selectedTab, period, cacheOverride, keepExistingListItems, searchString, pageToken, refreshViewInBackground, resetListItems, isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses));
     }
     return from(updateActions);
 }));

package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/markTransactionAsNotMiscategorizedEpic.js

@@ -10,7 +10,7 @@ import { getSnackbarMessageForTransactionReview } from '../../helpers/transactio
 import { fetchTransactionCategorizationView, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateTotalCountForTransactionCategorization, } from '../../reducers/transactionsViewReducer';
 export const markTransactionAsNotMiscategorizedEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(markTransactionAsNotMiscategorized.match), mergeMap((action) => {
     const { expenseAutomationViewState, expenseAutomationTransactionsViewState, } = state$.value;
-    const { transactionsInReview, selectedTab, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+    const { transactionsInReview, selectedTab, isUncategorizedExpenseCategoryEnabled, reviewStatuses: reviewStatusesFromAction, } = action.payload;
     const transactionsSuccess = transactionsInReview.transactions_update_success;
     const transactionsFailed = transactionsInReview.transactions_update_failed;
     const currentTenant = getCurrentTenant(state$.value);
@@ -105,9 +105,20 @@ export const markTransactionAsNotMiscategorizedEpic = (actions$, state$, zeniAPI
                     const timePeriodStart = toAbsoluteDay(period.start);
                     const timePeriodEnd = toAbsoluteDay(period.end);
                     if (timePeriodStart != null && timePeriodEnd != null) {
+                        // Statsig-resolved Review-tab statuses are threaded
+                        // through the EA save chain by `ExpenseAutomationScreen`
+                        // (resolves via `useDynamicConfig` +
+                        // `resolveTransactionCategorizationStatuses`). The
+                        // hardcoded `['pending_review']` last-resort prevents
+                        // accidental "all statuses" widening if the chain ever
+                        // delivers `undefined` (defensive — every live caller
+                        // should be passing this through).
+                        const reviewStatuses = reviewStatusesFromAction ?? [
+                            'pending_review',
+                        ];
                         actions.push(fetchTransactionCategorizationView('review', { start: timePeriodStart, end: timePeriodEnd }, true, // cacheOverride = true to force refresh
                         false, undefined, undefined, true, // refreshViewInBackground
-                        false, isUncategorizedExpenseCategoryEnabled));
+                        false, isUncategorizedExpenseCategoryEnabled, reviewStatuses));
                     }
                 }
                 actions.push(updateTotalCountForTransactionCategorization({

package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/saveTransactionCategorizationEpic.js

@@ -6,7 +6,7 @@ import { getUncategorizedAccounts } from '../../../accountList/accountListSelect
 import { toTransactionUpdatesFromTransactionCategorizationLocalData } from '../../helpers/saveTransactionHelper';
 import { saveTransactionCategorization, updateTransactionCategorization, } from '../../reducers/transactionsViewReducer';
 export const saveTransactionCategorizationEpic = (actions$, state$) => actions$.pipe(filter(saveTransactionCategorization.match), mergeMap((action) => {
-    const { transactionIds, cotTrackingByTransactionId, selectedTab, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+    const { transactionIds, cotTrackingByTransactionId, selectedTab, isUncategorizedExpenseCategoryEnabled, reviewStatuses, } = action.payload;
     const fetchActions = [];
     const { transactionState, expenseAutomationTransactionsViewState } = state$.value;
     const transactionSaveUpdates = [];
@@ -19,6 +19,10 @@ export const saveTransactionCategorizationEpic = (actions$, state$) => actions$.
             transactionSaveUpdates.push(toTransactionUpdatesFromTransactionCategorizationLocalData(localData, transaction, uncategorizedIncomeExpense));
         }
     });
-    fetchActions.push(updateTransactionCategorization(selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled));
+    // Forward `reviewStatuses` so the downstream
+    // `updateTransactionCategorizationEpic` -> `markTransactionAsNotMiscategorized`
+    // chain receives the Statsig-resolved Review-tab statuses end-to-end
+    // without reading Statsig from epic-land.
+    fetchActions.push(updateTransactionCategorization(selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled, reviewStatuses));
     return from(fetchActions);
 }));

package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/triggerReviewTabRefetchEpic.js

@@ -4,7 +4,7 @@ import { convertToPeriod, toAbsoluteDay, } from '../../../../commonStateTypes/ti
 import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
 import { backgroundRefetchReviewTab, syncTransactionCategorizationFromDetailSave, } from '../../reducers/transactionsViewReducer';
 export const triggerReviewTabRefetchEpic = (actions$, state$) => actions$.pipe(filter(syncTransactionCategorizationFromDetailSave.match), mergeMap((action) => {
-    const { pendingReviewLineIds, transactionId, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+    const { pendingReviewLineIds, transactionId, isUncategorizedExpenseCategoryEnabled, reviewStatuses, } = action.payload;
     if (pendingReviewLineIds.length === 0) {
         return EMPTY;
     }
@@ -23,5 +23,5 @@ export const triggerReviewTabRefetchEpic = (actions$, state$) => actions$.pipe(f
     if (timePeriodStart == null || timePeriodEnd == null) {
         return EMPTY;
     }
-    return of(backgroundRefetchReviewTab({ start: timePeriodStart, end: timePeriodEnd }, isUncategorizedExpenseCategoryEnabled));
+    return of(backgroundRefetchReviewTab({ start: timePeriodStart, end: timePeriodEnd }, isUncategorizedExpenseCategoryEnabled, reviewStatuses));
 }));

package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/updateTransactionCategorizationEpic.js

@@ -15,7 +15,7 @@ import { getVendorByVendorId } from '../../../../entity/vendor/vendorSelector';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
 import { markTransactionAsNotMiscategorized, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, } from '../../reducers/transactionsViewReducer';
 export const updateTransactionCategorizationEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(updateTransactionCategorization.match), mergeMap((action) => {
-    const { selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+    const { selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled, reviewStatuses, } = action.payload;
     const { transactionState, vendorState, expenseAutomationTransactionsViewState, } = state$.value;
     const payloadArray = preparePayload(selectedTab, transactionState, vendorState, expenseAutomationTransactionsViewState, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId).filter((payload) => payload != null);
     return zeniAPI
@@ -24,7 +24,11 @@ export const updateTransactionCategorizationEpic = (actions$, state$, zeniAPI) =
         if (isSuccessResponse(response) && response.data != null) {
             const transactionsInReview = response.data;
             const actions = [];
-            actions.push(markTransactionAsNotMiscategorized(selectedTab, transactionsInReview, isUncategorizedExpenseCategoryEnabled), updateTransactionCategorizationSaveStatus(selectedTab, 'Completed', createZeniAPIStatus('Completed', 'Transaction categorization updated successfully')));
+            // Forward `reviewStatuses` so the downstream
+            // `markTransactionAsNotMiscategorizedEpic` can request the
+            // Statsig-resolved Review-tab statuses for its conditional
+            // background refetch via `fetchTransactionCategorizationView`.
+            actions.push(markTransactionAsNotMiscategorized(selectedTab, transactionsInReview, isUncategorizedExpenseCategoryEnabled, reviewStatuses), updateTransactionCategorizationSaveStatus(selectedTab, 'Completed', createZeniAPIStatus('Completed', 'Transaction categorization updated successfully')));
             return from(actions);
         }
         else {