@zeniai/client-epic-state 5.0.51-betaRD2 → 5.0.51-betaSS1

package/lib/index.js

@@ -38,10 +38,10 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.injectFeatureModules = exports.injectFeatureEpics = exports.zeniAPIClientConfig = exports.updateZeniAPIClientConfig = exports.toZeniUrlWithoutBaseURL = exports.toZeniUrl = exports.updateZeniDateLocaleID = exports.setLocalTimezone = exports.subtractPeriod = exports.addPeriod = exports.getLocalTimezone = exports.getActualPeriodOfFY = exports.getActualPeriodOfFYQtr = exports.getStartOfAndEndOfTimeframeForFY = exports.getFYQuarterAndYear = exports.getFYMonths = exports.formatZeniDate = exports.getBusinessDayOfDate = exports.dateNow = exports.dateLocal = exports.zeniDate = exports.zeniDateInLocal = exports.Dayjs = exports.disconnectPusher = exports.initializePusher = exports.saveJeAccountSettingsLocalData = exports.saveJeAccountSettings = exports.getCreditAgentMacroEntity = exports.getCreditAgentRows = exports.updateCreditAgentRows = exports.updateCreditAgentRow = exports.updateCreditAgentMacro = exports.clearAllCreditAgent = exports.getCreditReportDownloadPayload = exports.getCardProfilesData = exports.getCreditAgentMacro = exports.getCreditAgentEntity = exports.getCreditAgentView = exports.toMacro = exports.toCardTenantProfileRow = exports.clearCreditAgentView = exports.updateCreditAgentUIState = exports.updateCardProfile = exports.fetchCardProfiles = exports.resetSaveMacroState = exports.saveCreditAgentMacro = exports.fetchCreditAgentMacro = exports.scheduleTenantCreditScoreCron = exports.fetchCreditAgentAccessSuccess = exports.fetchCreditAgentAccess = void 0;
 exports.toExpenseAutomationTransactionsTabKey = exports.toExpenseAutomationMissingReceiptsSortKey = exports.getExpenseAutomationView = exports.toExpenseAutomationJEScheduleSortKey = exports.toExpenseAutomationJEScheduleMainTab = exports.toMissingReceiptsTab = exports.toMatchSource = exports.toCompletedSubTab = exports.toBulkUploadSortKey = exports.toBulkUploadResultsTab = exports.toBulkUploadPhase = exports.toBatchStatusValue = exports.toBatchFileStatus = exports.isUnmatchedTabFileStatus = exports.BATCH_FILE_STATUSES = exports.ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY = exports.getMonthEndCloseChecksViewByTenantId = exports.fetchMonthClosePerformanceTrend = exports.fetchMonthEndCloseChecks = exports.stringToUnionStrict = exports.stringToUnion = exports.stripCompareAdditionalBalanceTypes = exports.isCalculatedBalanceType = exports.toCOABlanaceType = exports.toCOABalanceTypeStrict = exports.newBalancesFilterClassesView = exports.newBalancesFilterForDateRange = exports.newBalancesFilter = exports.toCOABalancesOrderStrict = exports.toCOABalanceTimeframe = exports.isFluxAnalysisOpExReport = exports.isOpExByVendorReport = exports.isAgingReport = exports.isPAndLProjectViewReport = exports.isPAndLClassesViewReport = exports.isPAndLReport = exports.isDashboardClassesViewReport = exports.isDashboardReport = exports.isCashFlowOrBalanceSheetReport = exports.toReportFormatStrict = exports.toReportID = exports.toAmount = exports.getMinDate = exports.dateFromYearMonthDate = exports.getMonthIndex = exports.getLastMonthOfFYYear = exports.getLastMonthOfFYQuarter = exports.isIncompleteMonthPresentInTimeframeTick = exports.getTimeframeTickTag = exports.initializeWithNewStore = void 0;
-exports.updateExpenseAutomationMissingReceiptsUIState = exports.updateExpenseAutomationMissingReceiptUploadState = exports.reviewFluxAnalysisView = exports.updateFluxAnalysisSelectedSectionIdsForReview = exports.updateFluxOperatingExpensesIdsForReview = exports.clearExpenseAutomationFluxAnalysisView = exports.fetchFluxAnalysisView = exports.fetchCompletedTransactionsFailure = exports.fetchCompletedTransactionsSuccess = exports.fetchCompletedTransactions = exports.acknowledgeBulkUploadConfirmMatchComplete = exports.clearManualSearchResults = exports.searchTransactionsForManualMatchFailure = exports.searchTransactionsForManualMatchSuccess = exports.searchTransactionsForManualMatch = exports.clearBulkUpload = exports.setBulkUploadUploadedFileCount = exports.setBulkUploadSortConfig = exports.setBulkUploadCompletedSubTab = exports.setBulkUploadResultsTab = exports.confirmBulkUploadMatchFailure = exports.confirmBulkUploadMatchSuccess = exports.confirmBulkUploadMatch = exports.fetchBulkUploadBatchesFailure = exports.fetchBulkUploadBatchesSuccess = exports.fetchBulkUploadBatches = exports.fetchMoreBatchDetailsFailure = exports.fetchMoreBatchDetailsComplete = exports.fetchMoreBatchDetails = exports.storeBatchDetails = exports.fetchBulkUploadBatchDetailsFailure = exports.fetchBulkUploadBatchDetailsSuccess = exports.fetchBulkUploadBatchDetails = exports.clearMissingReceiptsTabNavigation = exports.requestMissingReceiptsTabNavigation = exports.pusherBatchStatusUpdate = exports.updateBulkUploadProgress = exports.restoreBulkUploadMatchingState = exports.restoreBulkUploadAutomatchingOnMount = exports.bulkUploadReceiptsFailure = exports.bulkUploadReceiptsSuccess = exports.bulkUploadAutomatchingTimedOut = exports.bulkUploadReceipts = exports.fetchExpenseAutomationMissingReceipts = exports.updateCurrentSelectedTransactionCategorizationTab = exports.refreshExpenseAutomationCurrentTab = exports.fetchAllExpenseAutomationTabs = exports.markExpenseAutomationMissingReceiptAsDone = exports.uploadExpenseAutomationMissingReceiptSuccess = exports.toExpenseAutomationViewType = void 0;
-exports.setEntityRecommendationForLineIdsForCategorization = exports.updateSelectedCheckboxTransactionIds = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorizationView = exports.fetchTransactionCategorization = exports.setStatementParseInProgress = exports.isReviewTransactionCreditCardCreditType = exports.isReviewTransactionExpenseType = exports.isReviewTransactionDepositType = exports.isReviewTransactionCreditCardPaymentType = exports.isReviewTransactionBillPaymentType = exports.isReviewTransactionBankTransferType = exports.updateStatementUploadChosen = exports.updateNodeCollapseState = exports.uploadAccountStatement = exports.deleteAccountStatement = exports.toReconciliationAccountSource = exports.updateExpenseAutomationAccountReconciliationLocalData = exports.saveExpenseAutomationReconciliationReview = exports.updateExpenseAutomationSelectedDrawerAccountId = exports.updateExpenseAutomationReconReviewTabLocalData = exports.isAccountReconReport = exports.toReconciliationTabsType = exports.getAccountReconByAccountIdAndSelectedPeriod = exports.setConnectionInProgressForAccountReconciliation = exports.updateExpenseAutomationReconListScrollPosition = exports.uploadAccountStatementIntoDocumentAI = exports.fetchReconciliationView = exports.getExpenseAutomationReconciliationView = exports.updateExpenseAutomationAccountReconciliationSelectedAccountId = exports.updateExpenseAutomationAccountReconciliationSelectedTab = exports.updateExpenseAutomationReconcileTabLocalData = exports.updateExpenseAutomationReconcileTabListSortState = exports.updateExpenseAutomationReconReviewTabListSortState = exports.updateExpenseAutomationReconcileTabListScrollState = exports.saveExpenseAutomationReconciliationDetail = exports.includeAccountInReconciliation = exports.excludeAccountFromReconciliation = exports.isAnyItemWithUncategorizedExpenseAccount = exports.getLineItemsByTransactionIdsFromLocalData = exports.checkIfAllLineItemsAreCategoryClassFilled = exports.MAX_SELECTION_LIMIT = exports.updateFluxAnalysisViewPageMetaData = exports.updateFluxAnalysisViewUIState = exports.getExpenseAutomationTransactionView = exports.updateCurrentSelectedPeriod = exports.updateCurrentSelectedView = exports.getExpenseAutomationFluxAnalysisView = exports.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = void 0;
-exports.sendEmailMagicLinkToUser = exports.resendVerifyDeviceOTP = exports.verifyDeviceWithTwoFA = exports.doMagicLinkSignIn = exports.clearAll = exports.updateCurrentTenant = exports.fetchAllTenants = exports.fetchActiveTenant = exports.isTenantUsingZeniCOA = exports.isZeniDomainTenant = exports.getTenantBaseViewForTenantId = exports.getTenantBaseViewForTenantView = exports.toTenantCoreDetailsView = exports.getTenantsCoreDetailsByCheckInDateSelector = exports.getTenantsBaseByCheckInDateSelector = exports.getTenantsByCheckInDateSelector = exports.getIsAccountingProjectsEnabled = exports.getIsAccountingClassesEnabled = exports.getCurrentTenant = exports.getTenantBaseById = exports.toQuarterStrict = exports.toQuarter = exports.toMonthStrict = exports.toMonth = exports.toScheduleDaysOfMonth = exports.SCHEDULE_DAYS_OF_MONTH = exports.getNumberOfPeriods = exports.toVendorSpendTrendFilterTabsTypeStrict = exports.convertToPeriod = exports.toMonthYearPeriodId = exports.toAbsoluteDay = exports.toTimePeriod = exports.mapTimePeriodtoTimeframeTick = exports.toTimeframeTick = exports.TOP_EX_TIME_PERIODS = exports.toTransactionsSortKey = exports.clearExpenseAutomationTransactionsView = exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.initializeTransactionCategorizationViewLocalData = void 0;
-exports.getUserRoleByUserId = exports.isZeniSignedInUser = exports.hasOnlyZeniAccountsAccess = exports.hasOnlyChargeCardAccess = exports.hasOnlyReimbursementAccess = exports.hasRemiFallbackAdminLevelAccess = exports.hasBillPayFallbackAdminLevelAccess = exports.hasSuperAdminLevelAccess = exports.hasZeniRoleOrCompanyOfficerAccess = exports.hasOnlyBillPayAccess = exports.getUserRoleMap = exports.hasInvestorBankerLevelAccess = exports.isNonZeniRole = exports.hasBookKeepingUserLevelAccess = exports.hasBookKeepingAdminLevelAccess = exports.hasEmployeeLevelAccess = exports.hasReimbursementUserAccess = exports.hasFullOrAdminLevelAccess = exports.hasAdminLevelAccess = exports.isFinOpsUserRoleType = exports.toUserRoleTypeStrict = exports.toUserRoleType = exports.getAllZeniUsersFromState = exports.getUsersByUserIds = exports.getUserByUserId = exports.getUserName = exports.getForecast = exports.getClassById = exports.getAccountGroupKey = exports.toAccountGroupType = exports.toAccountType = exports.isOtherProductsEnabledForTenant = exports.isTenantBookkeepingEnabled = exports.isTenantCardsOnly = exports.isTenantBankingOnly = exports.fetchSubscriptionSummaryForTenant = exports.toExternalSupportedTool = exports.toExternalIntegrationType = exports.saveOAuthConnection = exports.saveConnectorCredentials = exports.saveAPIKeyConnection = exports.deleteConnection = exports.saveExternalConnectionForTenant = exports.fetchExternalConnectionsForTenant = exports.fetchExcludedResourcesForTenant = exports.resetSignInState = exports.sendSessionHeartbeat = exports.doSignOut = exports.updateSignInState = exports.doSignIn = void 0;
+exports.updateExpenseAutomationMissingReceiptUploadState = exports.reviewFluxAnalysisView = exports.updateFluxAnalysisSelectedSectionIdsForReview = exports.updateFluxOperatingExpensesIdsForReview = exports.clearExpenseAutomationFluxAnalysisView = exports.fetchFluxAnalysisView = exports.fetchCompletedTransactionsFailure = exports.fetchCompletedTransactionsSuccess = exports.fetchCompletedTransactions = exports.acknowledgeBulkUploadConfirmMatchComplete = exports.clearManualSearchResults = exports.searchTransactionsForManualMatchFailure = exports.searchTransactionsForManualMatchSuccess = exports.searchTransactionsForManualMatch = exports.clearBulkUpload = exports.setBulkUploadUploadedFileCount = exports.setBulkUploadSortConfig = exports.setBulkUploadCompletedSubTab = exports.setBulkUploadResultsTab = exports.confirmBulkUploadMatchFailure = exports.confirmBulkUploadMatchSuccess = exports.confirmBulkUploadMatch = exports.fetchBulkUploadBatchesFailure = exports.fetchBulkUploadBatchesSuccess = exports.fetchBulkUploadBatches = exports.fetchMoreBatchDetailsFailure = exports.fetchMoreBatchDetailsComplete = exports.fetchMoreBatchDetails = exports.storeBatchDetails = exports.fetchBulkUploadBatchDetailsFailure = exports.fetchBulkUploadBatchDetailsSuccess = exports.fetchBulkUploadBatchDetails = exports.clearMissingReceiptsTabNavigation = exports.requestMissingReceiptsTabNavigation = exports.pusherBatchStatusUpdate = exports.updateBulkUploadProgress = exports.restoreBulkUploadMatchingState = exports.restoreBulkUploadAutomatchingOnMount = exports.bulkUploadReceiptsFailure = exports.bulkUploadReceiptsSuccess = exports.bulkUploadAutomatchingTimedOut = exports.bulkUploadReceipts = exports.fetchExpenseAutomationMissingReceipts = exports.updateTransactionCategorizationCompletedSubTab = exports.updateCurrentSelectedTransactionCategorizationTab = exports.refreshExpenseAutomationCurrentTab = exports.fetchAllExpenseAutomationTabs = exports.markExpenseAutomationMissingReceiptAsDone = exports.uploadExpenseAutomationMissingReceiptSuccess = exports.toExpenseAutomationViewType = void 0;
+exports.updateSelectedCheckboxTransactionIds = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorizationView = exports.fetchTransactionCategorization = exports.setStatementParseInProgress = exports.isReviewTransactionCreditCardCreditType = exports.isReviewTransactionExpenseType = exports.isReviewTransactionDepositType = exports.isReviewTransactionCreditCardPaymentType = exports.isReviewTransactionBillPaymentType = exports.isReviewTransactionBankTransferType = exports.updateStatementUploadChosen = exports.updateNodeCollapseState = exports.uploadAccountStatement = exports.deleteAccountStatement = exports.toReconciliationAccountSource = exports.updateExpenseAutomationAccountReconciliationLocalData = exports.saveExpenseAutomationReconciliationReview = exports.updateExpenseAutomationSelectedDrawerAccountId = exports.updateExpenseAutomationReconReviewTabLocalData = exports.isAccountReconReport = exports.toReconciliationTabsType = exports.getAccountReconByAccountIdAndSelectedPeriod = exports.setConnectionInProgressForAccountReconciliation = exports.updateExpenseAutomationReconListScrollPosition = exports.uploadAccountStatementIntoDocumentAI = exports.fetchReconciliationView = exports.getExpenseAutomationReconciliationView = exports.updateExpenseAutomationAccountReconciliationSelectedAccountId = exports.updateExpenseAutomationAccountReconciliationSelectedTab = exports.updateExpenseAutomationReconcileTabLocalData = exports.updateExpenseAutomationReconcileTabListSortState = exports.updateExpenseAutomationReconReviewTabListSortState = exports.updateExpenseAutomationReconcileTabListScrollState = exports.saveExpenseAutomationReconciliationDetail = exports.includeAccountInReconciliation = exports.excludeAccountFromReconciliation = exports.isAnyItemWithUncategorizedExpenseAccount = exports.getLineItemsByTransactionIdsFromLocalData = exports.checkIfAllLineItemsAreCategoryClassFilled = exports.MAX_SELECTION_LIMIT = exports.updateFluxAnalysisViewPageMetaData = exports.updateFluxAnalysisViewUIState = exports.getExpenseAutomationTransactionView = exports.updateCurrentSelectedPeriod = exports.updateCurrentSelectedView = exports.getExpenseAutomationFluxAnalysisView = exports.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = exports.updateExpenseAutomationMissingReceiptsUIState = void 0;
+exports.resendVerifyDeviceOTP = exports.verifyDeviceWithTwoFA = exports.doMagicLinkSignIn = exports.clearAll = exports.updateCurrentTenant = exports.fetchAllTenants = exports.fetchActiveTenant = exports.isTenantUsingZeniCOA = exports.isZeniDomainTenant = exports.getTenantBaseViewForTenantId = exports.getTenantBaseViewForTenantView = exports.toTenantCoreDetailsView = exports.getTenantsCoreDetailsByCheckInDateSelector = exports.getTenantsBaseByCheckInDateSelector = exports.getTenantsByCheckInDateSelector = exports.getIsAccountingProjectsEnabled = exports.getIsAccountingClassesEnabled = exports.getCurrentTenant = exports.getTenantBaseById = exports.toQuarterStrict = exports.toQuarter = exports.toMonthStrict = exports.toMonth = exports.toScheduleDaysOfMonth = exports.SCHEDULE_DAYS_OF_MONTH = exports.getNumberOfPeriods = exports.toVendorSpendTrendFilterTabsTypeStrict = exports.convertToPeriod = exports.toMonthYearPeriodId = exports.toAbsoluteDay = exports.toTimePeriod = exports.mapTimePeriodtoTimeframeTick = exports.toTimeframeTick = exports.TOP_EX_TIME_PERIODS = exports.toTransactionsSortKey = exports.clearExpenseAutomationTransactionsView = exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.initializeTransactionCategorizationViewLocalData = exports.setEntityRecommendationForLineIdsForCategorization = void 0;
+exports.getUserRoleByUserId = exports.isZeniSignedInUser = exports.hasOnlyZeniAccountsAccess = exports.hasOnlyChargeCardAccess = exports.hasOnlyReimbursementAccess = exports.hasRemiFallbackAdminLevelAccess = exports.hasBillPayFallbackAdminLevelAccess = exports.hasSuperAdminLevelAccess = exports.hasZeniRoleOrCompanyOfficerAccess = exports.hasOnlyBillPayAccess = exports.getUserRoleMap = exports.hasInvestorBankerLevelAccess = exports.isNonZeniRole = exports.hasBookKeepingUserLevelAccess = exports.hasBookKeepingAdminLevelAccess = exports.hasEmployeeLevelAccess = exports.hasReimbursementUserAccess = exports.hasFullOrAdminLevelAccess = exports.hasAdminLevelAccess = exports.isFinOpsUserRoleType = exports.toUserRoleTypeStrict = exports.toUserRoleType = exports.getAllZeniUsersFromState = exports.getUsersByUserIds = exports.getUserByUserId = exports.getUserName = exports.getForecast = exports.getClassById = exports.getAccountGroupKey = exports.toAccountGroupType = exports.toAccountType = exports.isOtherProductsEnabledForTenant = exports.isTenantBookkeepingEnabled = exports.isTenantCardsOnly = exports.isTenantBankingOnly = exports.fetchSubscriptionSummaryForTenant = exports.toExternalSupportedTool = exports.toExternalIntegrationType = exports.saveOAuthConnection = exports.saveAPIKeyConnection = exports.deleteConnection = exports.saveExternalConnectionForTenant = exports.fetchExternalConnectionsForTenant = exports.fetchExcludedResourcesForTenant = exports.resetSignInState = exports.sendSessionHeartbeat = exports.doSignOut = exports.updateSignInState = exports.doSignIn = exports.sendEmailMagicLinkToUser = void 0;
 exports.updateOpExByVendorDownloadState = exports.updateOpExByVendorSortOrSearchInProgress = exports.updateOpExByVendorPageFetchInProgress = exports.updateOpExByVendorSort = exports.updateOpExByVendorSearchString = exports.updateOpExByVendorAdditionalBalancesSelection = exports.getOpExByVendorUIState = exports.getOpExByVendorReport = exports.updateOpExByVendorUIState = exports.updateOpExByVendorTimeFrame = exports.fetchOpExByVendorReportForTimeframe = exports.fetchOpExByVendor = exports.fetchOpExWithForecast = exports.getOperatingExpensesForHighlightedRange = exports.getOperatingExpensesForSelectedRange = exports.getOperatingExpensesUIState = exports.getOperatingExpensesReport = exports.getOperatingExpensesReportFetchState = exports.updateOpExUIState = exports.updateOpExDownloadState = exports.updateOpExCOABalancesRange = exports.fetchOpEx = exports.fetchReimbursementCard = exports.fetchBillPayCard = exports.fetchCashBalance = exports.getCashBalance = exports.updateStatementCloseDay = exports.fetchCardBalance = exports.getCardBalance = exports.hasAICFOAccess = exports.hasTreasuryAccessible = exports.hasChargeCardAccessible = exports.hasZeniAccountsAccessible = exports.hasReimbursementAccessible = exports.hasBillPayAccessible = exports.hasAnyFinOpRole = exports.hasAnyCompanyRole = exports.hasZeniAccountsAdminLevelAccess = exports.hasSpendManagementAdminLevelAccess = exports.hasSpendManagementAccess = exports.hasChargeCardAdminLevelAccess = exports.hasBillPayAdminLevelAccess = exports.hasReimbursementAdminLevelAccess = exports.hasReimbursementAccess = exports.hasBillPayAccess = exports.hasTreasuryAdminLevelAccess = exports.hasTreasuryAccess = exports.hasZeniAccountsAccess = exports.hasChargeCardAccess = exports.getUserRoleByUserIds = void 0;
 exports.isRevenueCalculatedSectionID = exports.updateRevenueUIState = exports.updateRevenueDownloadState = exports.updateRevenueCOABalancesRange = exports.getRevenueForHighlightedRange = exports.getRevenueForSelectedRange = exports.getRevenueUIState = exports.getRevenueReportFetchState = exports.getRevenueReport = exports.fetchRevenueWithForecast = exports.fetchRevenue = exports.toAverageMonthsCount = exports.getNetBurnOrIncomeStoryCardReport = exports.updateNetBurnOrIncomeStoryCardSettings = exports.fetchNetBurnOrIncomeStoryCard = exports.isNetBurnOrIncomeReportViewSectionID = exports.isNetBurnOrIncomeReportViewCalculatedSectionID = exports.getNetBurnOrIncomeReportFetchState = exports.getNetBurnOrIncomeUIState = exports.getNetBurnOrIncomeForHighlightedRange = exports.getNetBurnOrIncomeForSelectedRange = exports.getNetBurnOrIncomeReport = exports.updateNetBurnOrIncomeDownloadState = exports.updateNetBurnOrIncomeCOABalancesRange = exports.fetchNetBurnOrIncomeWithForecast = exports.updateNetBurnOrIncomeUIState = exports.fetchNetBurnOrIncome = exports.isNetBurnOrIncomeClassesViewCalculatedSectionID = exports.isNetBurnOrIncomeClassesViewSectionID = exports.getNetBurnOrIncomeClassesViewForSelectedRange = exports.getNetBurnOrIncomeClassesViewForHighlightedRange = exports.getNetBurnOrIncomeClassesView = exports.updateNetBurnOrIncomeClassesViewUIState = exports.updateNetBurnOrIncomeClassesToFilterOut = exports.updateNetBurnOrIncomeAccountViewMode = exports.fetchNetBurnOrIncomeClassesView = exports.isOpExClassesViewCalculatedSectionID = exports.isOpExClassesViewSectionID = exports.getOpExClassesViewForSelectedRange = exports.getOpExClassesViewForHighlightedRange = exports.getOpExClassesView = exports.updateOpExClassesViewUIState = exports.updateOpExClassesToFilterOut = exports.updateOpExAccountViewMode = exports.fetchOpExClassesView = exports.isOpexByVendorIDNotSpecifiedVendor = exports.getOpexVendorTimeframeKey = exports.toOpexByVendorSortKeyType = exports.updateOpExByVendorPageLimit = exports.clearOpExByVendorSearch = void 0;
 exports.getProfitAndLossClassesView = exports.updateClassViewLayout = exports.updateProfitAndLossAccountViewMode = exports.updateProfitAndLossClassesViewUIState = exports.resetProfitAndLossClassesNodeCollapseState = exports.updateProfitAndLossClassesToFilterOut = exports.fetchProfitAndLossClassesView = exports.fetchProfitAndLossForTimeframe = exports.getPandLReportFetchState = exports.getProfitAndLossReport = exports.updateProfitAndLossUIState = exports.resetProfitAndLossNodeCollapseState = exports.fetchProfitAndLoss = exports.getPandLWithForecast = exports.updateDashboardLayout = exports.updateTreasuryVideoClosed = exports.getDashboard = exports.fetchDashboard = exports.getAllTopExpenses = exports.getTop6Expenses = exports.getTopExpenses = exports.updateTopExDownloadState = exports.updateTopExTimeFrame = exports.fetchTopEx = exports.updateCashInCashOutUIState = exports.updateCashInCashOutDownloadState = exports.updateCashInCashOutCOABalancesRange = exports.getCashInCashOutForHighlightedRange = exports.getCashInCashOutForSelectedRange = exports.getCashInCashOutUIState = exports.getCashInCashOut = exports.fetchCashInCashOut = exports.getCashPositionForHighlightedRange = exports.getCashPositionForSelectedRange = exports.getCashPositionUIState = exports.getCashPosition = exports.updateCashPositionUIState = exports.updateCashPositionDownloadState = exports.updateCashPositionCOABalancesRange = exports.fetchCashPosition = exports.isRevenueClassesViewCalculatedSectionID = exports.isRevenueClassesViewSectionID = exports.getRevenueClassesViewForSelectedRange = exports.getRevenueClassesViewForHighlightedRange = exports.getRevenueClassesView = exports.updateRevenueClassesViewUIState = exports.updateRevenueClassesToFilterOut = exports.updateRevenueAccountViewMode = exports.fetchRevenueClassesView = exports.isRevenueSectionID = void 0;
@@ -283,7 +283,6 @@ Object.defineProperty(exports, "resendVerifyDeviceOTP", { enumerable: true, get:
 Object.defineProperty(exports, "resetSignInState", { enumerable: true, get: function () { return tenantReducer_1.resetSignInState; } });
 Object.defineProperty(exports, "deleteConnection", { enumerable: true, get: function () { return tenantReducer_1.deleteConnection; } });
 Object.defineProperty(exports, "saveAPIKeyConnection", { enumerable: true, get: function () { return tenantReducer_1.saveAPIKeyConnection; } });
-Object.defineProperty(exports, "saveConnectorCredentials", { enumerable: true, get: function () { return tenantReducer_1.saveConnectorCredentials; } });
 Object.defineProperty(exports, "saveExternalConnectionForTenant", { enumerable: true, get: function () { return tenantReducer_1.saveExternalConnection; } });
 Object.defineProperty(exports, "saveOAuthConnection", { enumerable: true, get: function () { return tenantReducer_1.saveOAuthConnection; } });
 Object.defineProperty(exports, "sendEmailMagicLinkToUser", { enumerable: true, get: function () { return tenantReducer_1.sendEmailMagicLinkToUser; } });
@@ -841,6 +840,7 @@ Object.defineProperty(exports, "setAllItemsToCategoryClassInLocalDataForCategori
 Object.defineProperty(exports, "setEntityRecommendationForLineIdsForCategorization", { enumerable: true, get: function () { return transactionsViewReducer_1.setEntityRecommendationForLineIdsForCategorization; } });
 Object.defineProperty(exports, "syncTransactionCategorizationFromDetailSave", { enumerable: true, get: function () { return transactionsViewReducer_1.syncTransactionCategorizationFromDetailSave; } });
 Object.defineProperty(exports, "updateCurrentSelectedTransactionCategorizationTab", { enumerable: true, get: function () { return transactionsViewReducer_1.updateCurrentSelectedTransactionCategorizationTab; } });
+Object.defineProperty(exports, "updateTransactionCategorizationCompletedSubTab", { enumerable: true, get: function () { return transactionsViewReducer_1.updateTransactionCategorizationCompletedSubTab; } });
 Object.defineProperty(exports, "updateSelectedCheckboxTransactionIds", { enumerable: true, get: function () { return transactionsViewReducer_1.updateSelectedCheckboxTransactionIds; } });
 Object.defineProperty(exports, "updateSelectedCustomerForTransaction", { enumerable: true, get: function () { return transactionsViewReducer_1.updateSelectedCustomerForTransaction; } });
 Object.defineProperty(exports, "updateSelectedTransactionId", { enumerable: true, get: function () { return transactionsViewReducer_1.updateSelectedTransactionId; } });
@@ -868,9 +868,10 @@ Object.defineProperty(exports, "toBatchStatusValue", { enumerable: true, get: fu
 Object.defineProperty(exports, "toBulkUploadPhase", { enumerable: true, get: function () { return missingReceiptsViewState_1.toBulkUploadPhase; } });
 Object.defineProperty(exports, "toBulkUploadResultsTab", { enumerable: true, get: function () { return missingReceiptsViewState_1.toBulkUploadResultsTab; } });
 Object.defineProperty(exports, "toBulkUploadSortKey", { enumerable: true, get: function () { return missingReceiptsViewState_1.toBulkUploadSortKey; } });
-Object.defineProperty(exports, "toCompletedSubTab", { enumerable: true, get: function () { return missingReceiptsViewState_1.toCompletedSubTab; } });
 Object.defineProperty(exports, "toMatchSource", { enumerable: true, get: function () { return missingReceiptsViewState_1.toMatchSource; } });
 Object.defineProperty(exports, "toMissingReceiptsTab", { enumerable: true, get: function () { return missingReceiptsViewState_1.toMissingReceiptsTab; } });
+const completedSubTab_1 = require("./view/expenseAutomationView/types/completedSubTab");
+Object.defineProperty(exports, "toCompletedSubTab", { enumerable: true, get: function () { return completedSubTab_1.toCompletedSubTab; } });
 const missingReceiptsViewState_2 = require("./view/expenseAutomationView/types/missingReceiptsViewState");
 Object.defineProperty(exports, "toExpenseAutomationMissingReceiptsSortKey", { enumerable: true, get: function () { return missingReceiptsViewState_2.toMissingReceiptsSortKey; } });
 const reconciliationViewState_1 = require("./view/expenseAutomationView/types/reconciliationViewState");

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

@@ -49,6 +49,10 @@ const searchTransactionsForManualMatchEpic = (actions$, state$, zeniAPI) => {
             page_token: pageToken ?? null,
             page_size: manualSearch.pageSize,
             search_text: query,
+            // Manual search ignores the Completed sub-tab axis — always span 'all'
+            // so the receipt-matching UX returns results regardless of where the
+            // transaction would otherwise be bucketed on the Completed tab.
+            sub_tab: 'all',
         };
         return zeniAPI
             .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`)

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

@@ -26,9 +26,14 @@ const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) => action
         page_token: pageToken,
         page_size: 25,
         search_text: uiState.searchString,
+        sub_tab: selectedTab === 'autoCategorized'
+            ? expenseAutomationTransactionsViewState.selectedTransactionCategorizationCompletedSubTab
+            : 'all',
     };
     return zeniAPI
-        .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
+        .getJSON(
+    // TODO: revert dev override before merge
+    `https://dev.api.zeni.ai/version/accounting/shubham/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
         .pipe((0, operators_1.mergeMap)((response) => {
         if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
             const updateActions = [];

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

@@ -2,6 +2,7 @@ import { EntityRecommendationPayload } from '../../../commonPayloadTypes/recomme
 import { TransactionPayload } from '../../../entity/transaction/payloadTypes/transactionPayload';
 import { SupportedTransactionPayload } from '../../../entity/transaction/transactionState';
 import { ZeniAPIResponse } from '../../../responsePayload';
+import { CompletedSubTab } from '../types/completedSubTab';
 export interface TransactionCategorizationQueryPayload {
     auto_categorized: boolean;
     end_date: string | null;
@@ -11,6 +12,13 @@ export interface TransactionCategorizationQueryPayload {
     sort_by: string;
     sort_order: string;
     start_date: string | null;
+    /**
+     * Required. For the Completed (`auto_categorized=true`) listing, scopes the
+     * returned page + `total_count` to one of the Completed sub-tabs. For the
+     * Review listing it is forced to `'all'` to preserve parent-tab semantics
+     * on the backend.
+     */
+    sub_tab: CompletedSubTab;
 }
 export interface TransactionCategorizationPayload {
     next_page_token: string | null;

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

@@ -6,7 +6,8 @@ import type { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { TransactionPayload } from '../../../entity/transaction/payloadTypes/transactionPayload';
 import { SupportedTransactionPayload } from '../../../entity/transaction/transactionState';
 import { ZeniAPIStatus } from '../../../responsePayload';
-import { type BatchDetails, type BatchListItem, type BatchStatus, type BulkUploadResultsTab, type BulkUploadSortKey, type BulkUploadState, type CompletedSubTab, type ManualSearchResult, type MissingReceiptsViewState, type MissingReceiptsViewUIState } from '../types/missingReceiptsViewState';
+import { type CompletedSubTab } from '../types/completedSubTab';
+import { type BatchDetails, type BatchListItem, type BatchStatus, type BulkUploadResultsTab, type BulkUploadSortKey, type BulkUploadState, type ManualSearchResult, type MissingReceiptsViewState, type MissingReceiptsViewUIState } from '../types/missingReceiptsViewState';
 export declare const getCompletedTransactionsCacheKey: (periodId: MonthYearPeriodId, sortKey: BulkUploadSortKey | undefined, sortOrder: SortOrder | undefined, subTab: CompletedSubTab) => string;
 export declare const initialBulkUploadState: BulkUploadState;
 export declare const initialState: MissingReceiptsViewState;

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

@@ -65,7 +65,9 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
     isUncategorizedExpenseCategoryEnabled: boolean | undefined;
 }, "expenseAutomationTransactionsView/updateTransactionCategorization", never, never>, updateCurrentSelectedTransactionCategorizationTab: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[newSelectedTab: "review" | "autoCategorized"], {
     newSelectedTab: "review" | "autoCategorized";
-}, "expenseAutomationTransactionsView/updateCurrentSelectedTransactionCategorizationTab", never, never>, updateTransactionCategorizationSaveStatus: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", fetchState: FetchState, error?: ZeniAPIStatus<Record<string, unknown>> | undefined], {
+}, "expenseAutomationTransactionsView/updateCurrentSelectedTransactionCategorizationTab", never, never>, updateTransactionCategorizationCompletedSubTab: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[newSubTab: "all" | "manual" | "ai_accountant"], {
+    newSubTab: "all" | "manual" | "ai_accountant";
+}, "expenseAutomationTransactionsView/updateTransactionCategorizationCompletedSubTab", never, never>, updateTransactionCategorizationSaveStatus: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", fetchState: FetchState, error?: ZeniAPIStatus<Record<string, unknown>> | undefined], {
     selectedTab: "review" | "autoCategorized";
     fetchState: FetchState;
     error: ZeniAPIStatus<Record<string, unknown>> | undefined;

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

@@ -4,7 +4,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateCurrentSelectedTransactionCategorizationTab = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.initializeTransactionCategorizationViewLocalData = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorization = exports.initialState = exports.initialTransactionTabViewState = void 0;
+exports.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateTransactionCategorizationCompletedSubTab = exports.updateCurrentSelectedTransactionCategorizationTab = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.initializeTransactionCategorizationViewLocalData = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorization = exports.initialState = exports.initialTransactionTabViewState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const get_1 = __importDefault(require("lodash/get"));
 const uniq_1 = __importDefault(require("lodash/uniq"));
@@ -48,12 +48,40 @@ exports.initialTransactionTabViewState = {
     selectedTransactionLineId: undefined,
 };
 exports.initialState = {
+    autoCategorizedSubTabCache: {},
     selectedTransactionCategorizationTab: 'review',
+    selectedTransactionCategorizationCompletedSubTab: 'all',
     transactionCategorizationView: {
         review: { ...exports.initialTransactionTabViewState },
         autoCategorized: { ...exports.initialTransactionTabViewState },
     },
 };
+/**
+ * Capture the autoCategorized tab's current paginated dataset for a sub-tab.
+ * The mid-flight `'In-Progress'` state is normalised to `'Completed'` because
+ * the in-flight request is cancelled by `switchMap` in the fetch epic when the
+ * sub-tab changes — restoring `'In-Progress'` later would leave the UI stuck
+ * showing a phantom loading state with no fetch actually running. Length-zero
+ * datasets degrade to `'Not-Started'` so the next visit triggers a fresh
+ * fetch from page 1 instead of short-circuiting on stale empty caches.
+ */
+function snapshotAutoCategorizedTab(autoCat) {
+    const transactionIdsBySelectedPeriod = {
+        ...autoCat.transactionIdsBySelectedPeriod,
+    };
+    const hasAnyLoadedRows = Object.values(transactionIdsBySelectedPeriod).some((ids) => ids.length > 0);
+    let normalisedFetchState = autoCat.fetchState;
+    if (normalisedFetchState === 'In-Progress') {
+        normalisedFetchState = hasAnyLoadedRows ? 'Completed' : 'Not-Started';
+    }
+    return {
+        error: autoCat.error,
+        fetchState: normalisedFetchState,
+        pageToken: autoCat.uiState.pageToken,
+        totalCount: { ...autoCat.uiState.totalCount },
+        transactionIdsBySelectedPeriod,
+    };
+}
 const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
     name: 'expenseAutomationTransactionsView',
     initialState: exports.initialState,
@@ -267,6 +295,48 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                 return { payload: { newSelectedTab } };
             },
         },
+        updateTransactionCategorizationCompletedSubTab: {
+            reducer(draft, action) {
+                const { newSubTab } = action.payload;
+                const previousSubTab = draft.selectedTransactionCategorizationCompletedSubTab;
+                if (previousSubTab === newSubTab) {
+                    return;
+                }
+                const autoCat = draft.transactionCategorizationView.autoCategorized;
+                // Snapshot the outgoing sub-tab so a future revisit can short-circuit
+                // the fetch epic (mirrors the parent-tab "don't refetch what's
+                // already cached" behaviour). Period-scoped data is preserved as-is
+                // because the snapshot itself is keyed only by sub-tab; the active
+                // tab's per-period maps remain the source of truth while live.
+                draft.autoCategorizedSubTabCache[previousSubTab] =
+                    snapshotAutoCategorizedTab(autoCat);
+                const cached = draft.autoCategorizedSubTabCache[newSubTab];
+                if (cached != null) {
+                    autoCat.uiState.pageToken = cached.pageToken;
+                    autoCat.uiState.totalCount = { ...cached.totalCount };
+                    autoCat.transactionIdsBySelectedPeriod = {
+                        ...cached.transactionIdsBySelectedPeriod,
+                    };
+                    autoCat.fetchState = cached.fetchState;
+                    autoCat.error = cached.error;
+                }
+                else {
+                    // Sub-tab has never been visited — clear the active slot so the
+                    // view-epic's `fetchState === 'Not-Started' || transactionIds.length
+                    // === 0` cache check falls through and triggers a fresh page-1
+                    // fetch for the new dataset.
+                    autoCat.uiState.pageToken = null;
+                    autoCat.uiState.totalCount = {};
+                    autoCat.transactionIdsBySelectedPeriod = {};
+                    autoCat.fetchState = 'Not-Started';
+                    autoCat.error = undefined;
+                }
+                draft.selectedTransactionCategorizationCompletedSubTab = newSubTab;
+            },
+            prepare(newSubTab) {
+                return { payload: { newSubTab } };
+            },
+        },
         updateTransactionCategorization: {
             reducer(draft, action) {
                 const selectedTab = action.payload.selectedTab;
@@ -810,5 +880,5 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.updateTransactionCategorizationSaveStatus = _a.updateTransactionCategorizationSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = _a.updateStatusForTransactionNotMiscategorizedUpdateForCategorization, exports.updateSelectedVendorForTransaction = _a.updateSelectedVendorForTransaction, exports.updateSelectedCustomerForTransaction = _a.updateSelectedCustomerForTransaction, exports.setAllItemsToCategoryClassInLocalDataForCategorization = _a.setAllItemsToCategoryClassInLocalDataForCategorization, exports.updateTotalCountForTransactionCategorization = _a.updateTotalCountForTransactionCategorization, exports.fetchTransactionCategorizationSuccess = _a.fetchTransactionCategorizationSuccess, exports.resetOtherTabsFetchState = _a.resetOtherTabsFetchState, exports.fetchTransactionCategorizationView = _a.fetchTransactionCategorizationView, exports.updateSelectedCheckboxTransactionIds = _a.updateSelectedCheckboxTransactionIds, exports.clearExpenseAutomationTransactionsViewPerTabView = _a.clearExpenseAutomationTransactionsViewPerTabView, exports.clearExpenseAutomationTransactionsView = _a.clearExpenseAutomationTransactionsView, exports.setEntityRecommendationForLineIdsForCategorization = _a.setEntityRecommendationForLineIdsForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab, exports.updateTransactionCategorizationUploadReceiptState = _a.updateTransactionCategorizationUploadReceiptState, exports.uploadTransactionCategorizationReceiptSuccess = _a.uploadTransactionCategorizationReceiptSuccess;
+_a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.updateTransactionCategorizationCompletedSubTab = _a.updateTransactionCategorizationCompletedSubTab, exports.updateTransactionCategorizationSaveStatus = _a.updateTransactionCategorizationSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = _a.updateStatusForTransactionNotMiscategorizedUpdateForCategorization, exports.updateSelectedVendorForTransaction = _a.updateSelectedVendorForTransaction, exports.updateSelectedCustomerForTransaction = _a.updateSelectedCustomerForTransaction, exports.setAllItemsToCategoryClassInLocalDataForCategorization = _a.setAllItemsToCategoryClassInLocalDataForCategorization, exports.updateTotalCountForTransactionCategorization = _a.updateTotalCountForTransactionCategorization, exports.fetchTransactionCategorizationSuccess = _a.fetchTransactionCategorizationSuccess, exports.resetOtherTabsFetchState = _a.resetOtherTabsFetchState, exports.fetchTransactionCategorizationView = _a.fetchTransactionCategorizationView, exports.updateSelectedCheckboxTransactionIds = _a.updateSelectedCheckboxTransactionIds, exports.clearExpenseAutomationTransactionsViewPerTabView = _a.clearExpenseAutomationTransactionsViewPerTabView, exports.clearExpenseAutomationTransactionsView = _a.clearExpenseAutomationTransactionsView, exports.setEntityRecommendationForLineIdsForCategorization = _a.setEntityRecommendationForLineIdsForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab, exports.updateTransactionCategorizationUploadReceiptState = _a.updateTransactionCategorizationUploadReceiptState, exports.uploadTransactionCategorizationReceiptSuccess = _a.uploadTransactionCategorizationReceiptSuccess;
 exports.default = expenseAutomationTransactionsView.reducer;

package/lib/view/expenseAutomationView/selectorTypes/missingReceiptsSelectorTypes.d.ts

@@ -2,7 +2,8 @@ import { CompletionStatusType, FetchStateAndError, ID } from '../../../commonSta
 import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { SelectorView } from '../../../commonStateTypes/viewAndReport/viewAndReport';
 import { SupportedTransaction } from '../../../entity/transaction/transactionState';
-import type { BatchFileStatus, BatchListItem, BatchStatus, BulkUploadPhase, BulkUploadResultsTab, BulkUploadSortKey, CompletedSubTab, ManualSearchState, MatchSource, MissingReceiptsViewUIState } from '../types/missingReceiptsViewState';
+import type { CompletedSubTab } from '../types/completedSubTab';
+import type { BatchFileStatus, BatchListItem, BatchStatus, BulkUploadPhase, BulkUploadResultsTab, BulkUploadSortKey, ManualSearchState, MatchSource, MissingReceiptsViewUIState } from '../types/missingReceiptsViewState';
 export interface CompletedTransactionsSelectorData {
     fetchState: FetchStateAndError;
     nextPageToken: string | null;

package/lib/view/expenseAutomationView/selectorTypes/transactionsViewSelectorTypes.d.ts

@@ -7,6 +7,7 @@ import { ClassBase } from '../../../entity/class/classState';
 import { SupportedTransactionWithCOT } from '../../../entity/transaction/transactionState';
 import { UncategorizedAccounts } from '../../accountList/accountListSelector';
 import { ProjectListSelectorView } from '../../projectList/projectListSelector';
+import { CompletedSubTab } from '../types/completedSubTab';
 import { TransactionReviewLocalData, TransactionsTab, TransactionsViewUIState } from '../types/transactionsViewState';
 export interface TransactionReviewLocalDataSelectorView {
     transactionId: ID;
@@ -25,6 +26,7 @@ export interface ExpenseAutomationTransactionViewSelector extends SelectorView {
     refreshStatus: FetchStateAndError;
     saveStatus: FetchStateAndError;
     selectedCheckBoxTransactionIds: ID[];
+    selectedTransactionCategorizationCompletedSubTab: CompletedSubTab;
     totalCountByTab: Record<TransactionsTab, number>;
     transactionIdsWithUnsavedData: ID[];
     transactionLocalData: TransactionReviewLocalDataSelectorView[];

package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.js

@@ -16,7 +16,7 @@ const projectListSelector_1 = require("../../projectList/projectListSelector");
 const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
 function getExpenseAutomationTransactionView(state) {
     const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, projectState, projectListState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
-    const { selectedTransactionCategorizationTab } = expenseAutomationTransactionsViewState;
+    const { selectedTransactionCategorizationCompletedSubTab, selectedTransactionCategorizationTab, } = expenseAutomationTransactionsViewState;
     const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, uploadReceiptStatusById, selectedTransactionId, selectedTransactionLineId, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
     const uncategorizedIncomeExpense = (0, accountListSelector_1.getUncategorizedAccounts)(accountState, accountListState, 'accountList');
     const accountList = (0, accountListSelector_1.getAccountList)(accountState, accountListState, 'accountList');
@@ -118,5 +118,6 @@ function getExpenseAutomationTransactionView(state) {
         uploadReceiptStatusById,
         selectedTransactionId,
         selectedTransactionLineId,
+        selectedTransactionCategorizationCompletedSubTab,
     };
 }

package/lib/view/expenseAutomationView/types/completedSubTab.d.ts

@@ -0,0 +1,2 @@
+export declare const toCompletedSubTab: (v: string) => "all" | "manual" | "ai_accountant";
+export type CompletedSubTab = ReturnType<typeof toCompletedSubTab>;

package/lib/view/expenseAutomationView/types/completedSubTab.js

@@ -0,0 +1,13 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.toCompletedSubTab = void 0;
+const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
+/**
+ * Sub-tabs that can appear under any "Completed" tab in the Expense Automation
+ * surface (Transaction Categorization Completed and Missing Receipts Completed
+ * both use this exact union). Forwarded verbatim to listing APIs as `sub_tab`
+ * / `match_type`. `'all'` preserves parent-tab semantics on the backend.
+ */
+const COMPLETED_SUB_TABS = ['all', 'ai_accountant', 'manual'];
+const toCompletedSubTab = (v) => (0, stringToUnion_1.stringToUnion)(v.trim().toLowerCase(), COMPLETED_SUB_TABS);
+exports.toCompletedSubTab = toCompletedSubTab;

package/lib/view/expenseAutomationView/types/missingReceiptsViewState.d.ts

@@ -1,6 +1,7 @@
 import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
 import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
+import { CompletedSubTab } from './completedSubTab';
 export declare const toMissingReceiptsSortKey: (v: string) => "date" | "amount" | "vendor" | "category" | "class";
 export type MissingReceiptsSortKey = ReturnType<typeof toMissingReceiptsSortKey>;
 export interface MissingReceiptsViewUIState {
@@ -31,8 +32,6 @@ export declare const toBulkUploadResultsTab: (v: string) => "completed" | "unmat
 export type BulkUploadResultsTab = ReturnType<typeof toBulkUploadResultsTab>;
 export declare const toMissingReceiptsTab: (v: string) => "completed" | "unmatched" | "missing";
 export type MissingReceiptsTab = ReturnType<typeof toMissingReceiptsTab>;
-export declare const toCompletedSubTab: (v: string) => "all" | "manual" | "ai_accountant";
-export type CompletedSubTab = ReturnType<typeof toCompletedSubTab>;
 export declare const toMatchSource: (v: string) => "manual" | "ai";
 export type MatchSource = ReturnType<typeof toMatchSource>;
 export declare const toBulkUploadSortKey: (v: string) => "date" | "amount" | "vendor" | "category" | "class";

package/lib/view/expenseAutomationView/types/missingReceiptsViewState.js

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.toBulkUploadSortKey = exports.toMatchSource = exports.toCompletedSubTab = exports.toMissingReceiptsTab = exports.toBulkUploadResultsTab = exports.toBulkUploadPhase = exports.toBatchFileStatus = exports.BATCH_FILE_STATUSES = exports.toBatchStatusValue = exports.MIN_MANUAL_TRANSACTION_SEARCH_LENGTH = exports.toMissingReceiptsSortKey = void 0;
+exports.toBulkUploadSortKey = exports.toMatchSource = exports.toMissingReceiptsTab = exports.toBulkUploadResultsTab = exports.toBulkUploadPhase = exports.toBatchFileStatus = exports.BATCH_FILE_STATUSES = exports.toBatchStatusValue = exports.MIN_MANUAL_TRANSACTION_SEARCH_LENGTH = exports.toMissingReceiptsSortKey = void 0;
 exports.isUnmatchedTabFileStatus = isUnmatchedTabFileStatus;
 const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
 const MISSING_RECEIPTS_SORT_KEYS = [
@@ -49,9 +49,6 @@ exports.toBulkUploadResultsTab = toBulkUploadResultsTab;
 const MISSING_RECEIPTS_TABS = ['missing', 'completed', 'unmatched'];
 const toMissingReceiptsTab = (v) => (0, stringToUnion_1.stringToUnion)(v.trim().toLowerCase(), MISSING_RECEIPTS_TABS);
 exports.toMissingReceiptsTab = toMissingReceiptsTab;
-const COMPLETED_SUB_TABS = ['all', 'ai_accountant', 'manual'];
-const toCompletedSubTab = (v) => (0, stringToUnion_1.stringToUnion)(v.trim().toLowerCase(), COMPLETED_SUB_TABS);
-exports.toCompletedSubTab = toCompletedSubTab;
 const MATCH_SOURCES = ['ai', 'manual'];
 const toMatchSource = (v) => (0, stringToUnion_1.stringToUnion)(v.trim().toLowerCase(), MATCH_SOURCES);
 exports.toMatchSource = toMatchSource;

package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts

@@ -1,5 +1,5 @@
 import { Amount } from '../../../commonStateTypes/amount';
-import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
+import { FetchState, FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
 import { Recommendation, RecommendationWithCOT } from '../../../commonStateTypes/recommendationBase';
 import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
@@ -13,9 +13,11 @@ import { TransactionID } from '../../../entity/transaction/stateTypes/transactio
 import { BillableStatus, CategorizationStatusType, PlatformLineDetailType, ProductOrService, TransactionLineBase } from '../../../entity/transaction/stateTypes/transactionLine';
 import { TransactionCategory, TransactionType } from '../../../entity/transaction/stateTypes/transactionType';
 import { VendorBase } from '../../../entity/vendor/vendorState';
+import { ZeniAPIStatus } from '../../../responsePayload';
 import { ZeniDate } from '../../../zeniDayJS';
 import { EntityRecommendationKey } from '../../recommendation/recommendationState';
 import { TransactionDetailKey } from '../../transactionDetail/transactionDetailState';
+import { CompletedSubTab } from './completedSubTab';
 export declare const toTransactionsSortKey: (v: string) => "date" | "amount" | "vendor" | "project" | "category" | "class" | "payment_account" | "transaction_type" | "memo_and_receipt";
 export type TransactionsSortKey = ReturnType<typeof toTransactionsSortKey>;
 export declare const TRANSACTIONS_TABS: readonly ["review", "autoCategorized"];
@@ -103,7 +105,31 @@ export interface TransactionsTabViewState extends FetchedState {
     selectedTransactionId?: ID;
     selectedTransactionLineId?: ID;
 }
+/**
+ * Snapshot of the autoCategorized tab's paginated dataset for a single
+ * Completed sub-tab. Stored in {@link TransactionsViewState.autoCategorizedSubTabCache}
+ * so revisiting an already-loaded sub-tab can short-circuit the fetch epic
+ * (mirrors parent-tab caching). The snapshot is period-spanning — both the
+ * `totalCount` map and `transactionIdsBySelectedPeriod` map preserve every
+ * period the user has paged through under that sub-tab.
+ */
+export interface AutoCategorizedSubTabSnapshot {
+    error: ZeniAPIStatus | undefined;
+    fetchState: FetchState;
+    pageToken: PageToken;
+    totalCount: Record<MonthYearPeriodId, number>;
+    transactionIdsBySelectedPeriod: Record<MonthYearPeriodId, ID[]>;
+}
 export type TransactionsViewState = {
+    /**
+     * Per-sub-tab snapshot cache for the Completed (autoCategorized) tab. Keyed
+     * by {@link CompletedSubTab}. Populated as the user navigates between
+     * sub-tabs and consulted on every switch — the active autoCategorized slot
+     * is restored from here when a snapshot exists, otherwise it is reset and
+     * the fetch epic loads page 1 fresh.
+     */
+    autoCategorizedSubTabCache: Partial<Record<CompletedSubTab, AutoCategorizedSubTabSnapshot>>;
+    selectedTransactionCategorizationCompletedSubTab: CompletedSubTab;
     selectedTransactionCategorizationTab: TransactionsTab;
     transactionCategorizationView: Record<TransactionsTab, TransactionsTabViewState>;
 };

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.0.51-betaRD2",
+  "version": "5.0.51-betaSS1",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",

package/lib/entity/tenant/epic/saveConnectorCredentialsEpic.d.ts

@@ -1,21 +0,0 @@
-import { ActionsObservable, StateObservable } from 'redux-observable';
-import { RootState } from '../../../reducer';
-import { ZeniAPI } from '../../../zeniAPI';
-import { saveConnectorCredentials, saveConnectorCredentialsFailure, saveConnectorCredentialsSuccess } from '../tenantReducer';
-export type ActionType = ReturnType<typeof saveConnectorCredentials> | ReturnType<typeof saveConnectorCredentialsSuccess> | ReturnType<typeof saveConnectorCredentialsFailure>;
-export declare const saveConnectorCredentialsEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => import("rxjs").Observable<{
-    payload: {
-        tenantId: string;
-        connectionType: "revenue" | "payments";
-        connectionName: "chargebee" | "hubspot" | "stripe" | "mercury" | "paypal";
-        connectionPayload: import("../tenantPayload").ConnectionDataPayload;
-    };
-    type: "tenant/saveConnectorCredentialsSuccess";
-} | {
-    payload: {
-        tenantId: string;
-        connectionName: "chargebee" | "hubspot" | "stripe" | "mercury" | "paypal";
-        status: import("../../../responsePayload").ZeniAPIStatus<Record<string, unknown>>;
-    };
-    type: "tenant/saveConnectorCredentialsFailure";
-}>;

package/lib/entity/tenant/epic/saveConnectorCredentialsEpic.js

@@ -1,42 +0,0 @@
-"use strict";
-Object.defineProperty(exports, "__esModule", { value: true });
-exports.saveConnectorCredentialsEpic = void 0;
-const rxjs_1 = require("rxjs");
-const operators_1 = require("rxjs/operators");
-const responsePayload_1 = require("../../../responsePayload");
-const tenantReducer_1 = require("../tenantReducer");
-// Backs the new POST /1.0/connectors/<slug>/credentials endpoint used by
-// Phase 1 connectors (Stripe + Mercury api_key, PayPal client_credentials).
-// The endpoint is slug-keyed and creates-or-updates the Connection row, so the
-// FE doesn't need a connection_id in the URL. The credentials payload is
-// connector-specific (api_key, or client_id+client_secret) and is forwarded
-// verbatim to the BE — connector-side validation lives in
-// prepare_credential_update_args on the tenant service.
-const saveConnectorCredentialsEpic = (actions$, 
-// Underscore prefix marks the parameter as intentionally unused today but
-// names what it will become — when we wire an in-progress guard (so a
-// second save click can't `switchMap`-cancel an in-flight save and leave
-// the BE in an indeterminate state), drop the underscore and read state
-// here.
-_state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(tenantReducer_1.saveConnectorCredentials.match), (0, operators_1.switchMap)((action) => zeniAPI
-    .postAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/connectors/${action.payload.connectionName}/credentials`, action.payload.credentials, { 'zeni-tenant-id': action.payload.tenantId })
-    .pipe((0, operators_1.mergeMap)((response) => {
-    if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
-        return (0, rxjs_1.from)([
-            (0, tenantReducer_1.saveConnectorCredentialsSuccess)(action.payload.tenantId, action.payload.connectionType, action.payload.connectionName, response.data),
-        ]);
-    }
-    const status = response.status ??
-        (0, responsePayload_1.createZeniAPIStatus)('Failed to save connection. Please try again.');
-    return (0, rxjs_1.from)([
-        (0, tenantReducer_1.saveConnectorCredentialsFailure)(action.payload.tenantId, action.payload.connectionName, status),
-    ]);
-}), (0, operators_1.catchError)((error) => {
-    const message = error instanceof Error
-        ? error.message
-        : 'Unexpected error saving connection.';
-    return (0, rxjs_1.from)([
-        (0, tenantReducer_1.saveConnectorCredentialsFailure)(action.payload.tenantId, action.payload.connectionName, (0, responsePayload_1.createZeniAPIStatus)(message)),
-    ]);
-}))));
-exports.saveConnectorCredentialsEpic = saveConnectorCredentialsEpic;

package/lib/esm/entity/tenant/epic/saveConnectorCredentialsEpic.js

@@ -1,38 +0,0 @@
-import { from } from 'rxjs';
-import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
-import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
-import { saveConnectorCredentials, saveConnectorCredentialsFailure, saveConnectorCredentialsSuccess, } from '../tenantReducer';
-// Backs the new POST /1.0/connectors/<slug>/credentials endpoint used by
-// Phase 1 connectors (Stripe + Mercury api_key, PayPal client_credentials).
-// The endpoint is slug-keyed and creates-or-updates the Connection row, so the
-// FE doesn't need a connection_id in the URL. The credentials payload is
-// connector-specific (api_key, or client_id+client_secret) and is forwarded
-// verbatim to the BE — connector-side validation lives in
-// prepare_credential_update_args on the tenant service.
-export const saveConnectorCredentialsEpic = (actions$, 
-// Underscore prefix marks the parameter as intentionally unused today but
-// names what it will become — when we wire an in-progress guard (so a
-// second save click can't `switchMap`-cancel an in-flight save and leave
-// the BE in an indeterminate state), drop the underscore and read state
-// here.
-_state$, zeniAPI) => actions$.pipe(filter(saveConnectorCredentials.match), switchMap((action) => zeniAPI
-    .postAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/connectors/${action.payload.connectionName}/credentials`, action.payload.credentials, { 'zeni-tenant-id': action.payload.tenantId })
-    .pipe(mergeMap((response) => {
-    if (isSuccessResponse(response) && response.data != null) {
-        return from([
-            saveConnectorCredentialsSuccess(action.payload.tenantId, action.payload.connectionType, action.payload.connectionName, response.data),
-        ]);
-    }
-    const status = response.status ??
-        createZeniAPIStatus('Failed to save connection. Please try again.');
-    return from([
-        saveConnectorCredentialsFailure(action.payload.tenantId, action.payload.connectionName, status),
-    ]);
-}), catchError((error) => {
-    const message = error instanceof Error
-        ? error.message
-        : 'Unexpected error saving connection.';
-    return from([
-        saveConnectorCredentialsFailure(action.payload.tenantId, action.payload.connectionName, createZeniAPIStatus(message)),
-    ]);
-}))));