@zeniai/client-epic-state 5.0.71-betaVR3 → 5.0.72

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

@@ -4,7 +4,7 @@ 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, fetchState, error, totalTaskCount, metrics, metricsFetchState, } = companyTaskManagerViewState;
+    const { taskIds, uiState, fetchState, error, totalTaskCount, metrics, metricsFetchState } = companyTaskManagerViewState;
     const tasksList = [];
     taskIds.forEach((taskId) => {
         const task = getTaskById(taskState, taskId);

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

@@ -1,6 +1,6 @@
 import { of } from 'rxjs';
 import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
-import { isSuccessResponse } from '../../../responsePayload';
+import { isSuccessResponse, } from '../../../responsePayload';
 import { fetchTaskManagerMetrics, updateTaskManagerMetrics, updateTaskManagerMetricsOnFailure, } from '../companyTaskManagerViewReducer';
 export const fetchTaskManagerMetricsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchTaskManagerMetrics.match), switchMap(() => {
     const query = JSON.stringify({ is_filter_by_logged_in_user: true });

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

@@ -3,10 +3,10 @@ import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { toMonthYearPeriodId } from '../../../../commonStateTypes/timePeriod';
 import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
-import { BULK_UPLOAD_BATCH_LIST_DATE_RANGE_DAYS } from '../../helpers/bulkUploadTiming';
-import { rollingCalendarDateRangeInclusive } from '../../helpers/rollingCalendarDateRangeInclusive';
 import { toBatchListItem, } from '../../payload/missingReceiptsPayload';
 import { fetchBulkUploadBatches, fetchBulkUploadBatchesFailure, fetchBulkUploadBatchesSuccess, } from '../../reducers/missingReceiptsViewReducer';
+import { BULK_UPLOAD_BATCH_LIST_DATE_RANGE_DAYS } from '../../helpers/bulkUploadTiming';
+import { rollingCalendarDateRangeInclusive } from '../../helpers/rollingCalendarDateRangeInclusive';
 export const fetchBulkUploadBatchesEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchBulkUploadBatches.match), switchMap((action) => {
     const { cacheOverride } = action.payload;
     const state = state$.value;

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

@@ -5,7 +5,6 @@ import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
 import { updateTransactions } from '../../../../entity/transaction/transactionReducer';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
 import { fetchCompletedTransactions, fetchCompletedTransactionsFailure, fetchCompletedTransactionsSuccess, getCompletedTransactionsCacheKey, } from '../../reducers/missingReceiptsViewReducer';
-import { DEFAULT_COMPLETED_SUB_TAB } from '../../types/completedSubTab';
 export const fetchCompletedTransactionsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchCompletedTransactions.match), switchMap((action) => {
     const state = state$.value;
     const { expenseAutomationViewState: { selectedPeriodByTenantId }, expenseAutomationMissingReceiptsViewState: { bulkUpload }, } = state;
@@ -40,7 +39,7 @@ export const fetchCompletedTransactionsEpic = (actions$, state$, zeniAPI) => act
     if (sortOrder != null) {
         queryPayload.sort_order = sortOrder === 'ascending' ? 'asc' : 'desc';
     }
-    if (completedSubTab !== DEFAULT_COMPLETED_SUB_TAB) {
+    if (completedSubTab !== 'all') {
         queryPayload.match_type = completedSubTab;
     }
     const encodedQuery = encodeURIComponent(JSON.stringify(queryPayload));

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

@@ -31,19 +31,10 @@ export function fetchBatchDetailsByIds(batchIds, zeniAPI) {
 }
 export const fetchMultipleBatchDetailsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchBulkUploadBatchesSuccess.match), mergeMap((action) => {
     const batchList = action.payload.batchList;
-    const bulkUpload = state$.value.expenseAutomationMissingReceiptsViewState.bulkUpload;
-    const { batchDetailsById, batchDetailsRevalidating } = bulkUpload;
+    const { batchDetailsById } = state$.value.expenseAutomationMissingReceiptsViewState.bulkUpload;
     /** Only completed list rows may trigger batch-details API; preserve platform order. */
-    const completedRows = filterBatchListItemsForBatchDetailsFetch(batchList);
-    /**
-     * Stale-while-revalidate: when a manual refresh has set `batchDetailsRevalidating`, refresh
-     * every completed list row (replacing entries via `storeBatchDetails` as they arrive). On a
-     * normal first fetch we still only request rows whose details are missing.
-     */
-    const candidateRows = batchDetailsRevalidating === true
-        ? completedRows
-        : completedRows.filter((batch) => batchDetailsById[batch.batchId] == null);
-    const completedBatchIds = candidateRows.map((batch) => batch.batchId);
+    const completedBatchesMissingDetails = filterBatchListItemsForBatchDetailsFetch(batchList).filter((batch) => batchDetailsById[batch.batchId] == null);
+    const completedBatchIds = completedBatchesMissingDetails.map((batch) => batch.batchId);
     const batchIdsToFetch = completedBatchIds.slice(0, INITIAL_BATCH_PAGE_SIZE);
     if (batchIdsToFetch.length === 0) {
         /**
@@ -51,6 +42,7 @@ export const fetchMultipleBatchDetailsEpic = (actions$, state$, zeniAPI) => acti
          * `currentBatchId` may not appear in the filtered list but still needs `GET /batches/:id`.
          * Fall back to the single-batch-details epic so `phase` and details can resolve.
          */
+        const bulkUpload = state$.value.expenseAutomationMissingReceiptsViewState.bulkUpload;
         const currentId = bulkUpload.currentBatchId;
         if (currentId != null &&
             bulkUpload.phase === 'matching' &&
@@ -58,15 +50,7 @@ export const fetchMultipleBatchDetailsEpic = (actions$, state$, zeniAPI) => acti
             shouldFetchBatchDetailsForBatchId(bulkUpload.batchStatusById, bulkUpload.batchListByPeriod, currentId)) {
             return of(fetchBulkUploadBatchDetails());
         }
-        /**
-         * Close the pagination loop so the Unmatched-tab loading heuristic can settle.
-         * `fetchMoreBatchDetailsComplete` also clears `batchDetailsRevalidating` and flips
-         * `initialBatchDetailsLoaded` to true. Without this, `batchDetailsPaginationState` stays
-         * at `Not-Started` forever after a list refresh that finds zero completed rows (or all
-         * already cached) — the direct-open-Unmatched-without-upload path used to render an
-         * infinite skeleton.
-         */
-        return of(fetchMoreBatchDetailsComplete());
+        return EMPTY;
     }
     return concat(of(setInitialBatchDetailsLoading()), fetchBatchDetailsByIds(batchIdsToFetch, zeniAPI), of(fetchMoreBatchDetailsComplete()));
 }));

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

@@ -1,12 +1,12 @@
 import { EMPTY, concat, from, of } from 'rxjs';
 import { catchError, concatMap, filter, mergeMap, take } from 'rxjs/operators';
-import { toMonthYearPeriodId } from '../../../../commonStateTypes/timePeriod';
-import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
 import { isSuccessResponse } from '../../../../responsePayload';
-import { BULK_UPLOAD_BATCH_LIST_DATE_RANGE_DAYS } from '../../helpers/bulkUploadTiming';
-import { rollingCalendarDateRangeInclusive } from '../../helpers/rollingCalendarDateRangeInclusive';
 import { isBatchDetailsStatusPendingOrProcessing, toBatchListItem, } from '../../payload/missingReceiptsPayload';
 import { fetchBulkUploadBatchesSuccess, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, } from '../../reducers/missingReceiptsViewReducer';
+import { BULK_UPLOAD_BATCH_LIST_DATE_RANGE_DAYS } from '../../helpers/bulkUploadTiming';
+import { rollingCalendarDateRangeInclusive } from '../../helpers/rollingCalendarDateRangeInclusive';
+import { toMonthYearPeriodId } from '../../../../commonStateTypes/timePeriod';
+import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
 /**
  * On missing-receipts entry / period switch, hydrate the automatching banner for the logged-in
  * user without relying on UI-driven list fetches (the Missing tab does not fetch the batch list
@@ -49,12 +49,10 @@ export const restoreBulkUploadAutomatchingOnMountEpic = (actions$, state$, zeniA
         bulkUpload.batchListFetchState.fetchState === 'Completed';
     const listSource = alreadyCached
         ? of(null)
-        : zeniAPI
-            .getJSON(listUrl)
-            .pipe(catchError(() => of(null)));
+        : zeniAPI.getJSON(listUrl).pipe(catchError(() => of(null)));
     return listSource.pipe(mergeMap((listResponse) => {
         const batchList = alreadyCached
-            ? (bulkUpload.batchListByPeriod[periodId] ?? [])
+            ? bulkUpload.batchListByPeriod[periodId] ?? []
             : listResponse != null &&
                 isSuccessResponse(listResponse) &&
                 listResponse.data != null

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

@@ -2,11 +2,10 @@ import { EMPTY, from, merge, of } from 'rxjs';
 import { catchError, debounceTime, filter, mergeMap, switchMap, } from 'rxjs/operators';
 import { updateTransactions } from '../../../../entity/transaction/transactionReducer';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
-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';
+import { rollingCalendarDateRangeInclusive } from '../../helpers/rollingCalendarDateRangeInclusive';
 /**
  * `auto_categorized` for manual transaction search (Unmatched).
  * Backend contract TBD — align with `fetchTransactionCategorizationEpic` (`selectedTab === 'autoCategorized'`)
@@ -47,11 +46,6 @@ export 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 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/missingReceipts/watchBulkUploadBatchStatusEpic.js

@@ -5,27 +5,23 @@ import { updateTransactions } from '../../../../entity/transaction/transactionRe
 import { isSuccessResponse } from '../../../../responsePayload';
 import { BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS } from '../../helpers/bulkUploadTiming';
 import { extractTransactionPayloadsFromBatchFiles, isBatchDetailsApiStatusCompleted, toBatchDetails, } from '../../payload/missingReceiptsPayload';
-import { bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, clearBulkUpload, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, pusherBatchStatusUpdate, refreshBatchDetailsForBatchId, restoreBulkUploadMatchingState, } from '../../reducers/missingReceiptsViewReducer';
+import { bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, clearBulkUpload, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, pusherBatchStatusUpdate, restoreBulkUploadMatchingState, } from '../../reducers/missingReceiptsViewReducer';
 /** First poll after upload; then interval while batch not resolved via Pusher or API. */
 const FALLBACK_FIRST_DELAY_MS = 30000;
 /** Shorter first poll for restored sessions — batch may already be near completion. */
 const RESTORE_FIRST_DELAY_MS = 5000;
 const FALLBACK_POLL_INTERVAL_MS = 10000;
 /**
- * On Pusher batch completion: refresh the batch list (so summary counts update) and dispatch a
- * targeted single-batch details refresh for the batch that just completed. Stale-while-revalidate:
- * we no longer pass `invalidateBatchDetailsCache: true` — existing `batchDetailsById` entries stay
- * on screen and the just-completed row replaces in place via `storeBatchDetails`. The post-match
- * tab decision (Unmatched vs Completed) is made client-side in `ExpenseAutomationPage` once fresh
+ * On Pusher batch completion: refresh batch list (then fetchMultipleBatchDetailsEpic runs).
+ * Debounced to reduce duplicate refreshes. The post-match tab decision
+ * (Unmatched vs Completed) is made client-side in `ExpenseAutomationPage` once fresh
  * batch details land -- do not dispatch `requestMissingReceiptsTabNavigation` here.
- *
- * Pusher resend storms (same batch completing twice within the dedupe window) are throttled in
- * `refreshBatchDetailsForBatchIdEpic` via `lastBatchDetailRefreshAtById`, so this epic stays
- * stateless and just forwards the event.
  */
-export const pusherBatchStatusCompletionEpic = (actions$) => actions$.pipe(filter(pusherBatchStatusUpdate.match), filter((action) => action.payload.status === 'completed'), debounceTime(300), mergeMap((action) => from([
-    fetchBulkUploadBatches({ cacheOverride: true }),
-    refreshBatchDetailsForBatchId({ batchId: action.payload.batchId }),
+export const pusherBatchStatusCompletionEpic = (actions$) => actions$.pipe(filter(pusherBatchStatusUpdate.match), filter((action) => action.payload.status === 'completed'), debounceTime(300), mergeMap(() => from([
+    fetchBulkUploadBatches({
+        cacheOverride: true,
+        invalidateBatchDetailsCache: true,
+    }),
 ])));
 /**
  * If Pusher and batch-details are delayed beyond {@link BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS},

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

@@ -5,8 +5,7 @@ import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
 import { updateTransactions } from '../../../../entity/transaction/transactionReducer';
 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 { fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationSuccess, initializeTransactionCategorizationViewLocalData, resetOtherTabsFetchState, updateTotalCountForTransactionCategorization, updateTransactionCategorizationUIState, } from '../../reducers/transactionsViewReducer';
 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;
@@ -24,9 +23,6 @@ export const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) =>
         page_token: pageToken,
         page_size: 25,
         search_text: uiState.searchString,
-        sub_tab: selectedTab === 'autoCategorized'
-            ? expenseAutomationTransactionsViewState.selectedTransactionCategorizationCompletedSubTab
-            : DEFAULT_COMPLETED_SUB_TAB,
     };
     return zeniAPI
         .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
@@ -49,12 +45,6 @@ export const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) =>
                 selectedTab,
                 totalCount: response.data.total_count,
             }));
-            updateActions.push(updateParentTotalCountForTab({
-                selectedPeriod,
-                selectedTab,
-                parentTotalCount: response.data.parent_tab_total_count ??
-                    response.data.total_count,
-            }));
             updateActions.push(resetOtherTabsFetchState({
                 refreshViewInBackground,
                 tabs: TRANSACTIONS_TABS.filter((tab) => selectedTab !== tab),

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

@@ -1,6 +1,5 @@
 import { createAction, createSlice } from '@reduxjs/toolkit';
 import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
-import { DEFAULT_COMPLETED_SUB_TAB, } from '../types/completedSubTab';
 import { MIN_MANUAL_TRANSACTION_SEARCH_LENGTH, } from '../types/missingReceiptsViewState';
 export const getCompletedTransactionsCacheKey = (periodId, sortKey, sortOrder, subTab) => {
     const sortKeyPart = sortKey ?? 'none';
@@ -10,18 +9,15 @@ export const getCompletedTransactionsCacheKey = (periodId, sortKey, sortOrder, s
 export const initialBulkUploadState = {
     batchDetailsById: {},
     batchDetailsPaginationState: { fetchState: 'Not-Started', error: undefined },
-    batchDetailsRevalidating: false,
     batchListByPeriod: {},
     batchListFetchState: { fetchState: 'Not-Started', error: undefined },
     batchStatusById: {},
-    completedSubTab: DEFAULT_COMPLETED_SUB_TAB,
+    completedSubTab: 'all',
     completedTransactionsByPeriod: {},
     confirmMatchStatus: { fetchState: 'Not-Started', error: undefined },
     currentBatchId: undefined,
     currentResultsTab: 'unmatched',
     failedBatchDetailIds: [],
-    initialBatchDetailsLoaded: false,
-    lastBatchDetailRefreshAtById: {},
     manualSearchUiResetKey: 0,
     manualSearch: {
         fetchState: { fetchState: 'Not-Started', error: undefined },
@@ -68,13 +64,6 @@ export const fetchBulkUploadBatchDetails = createAction('expenseAutomationMissin
  * after a hard refresh. The epic owns the list + details API calls end-to-end.
  */
 export const restoreBulkUploadAutomatchingOnMount = createAction('expenseAutomationMissingReceiptsView/restoreBulkUploadAutomatchingOnMount');
-/**
- * Epic trigger only. Targeted stale-while-revalidate refresh for a single batch's details — used
- * by `pusherBatchStatusCompletionEpic` so a Pusher 'completed' event re-fetches only that one
- * batch instead of wiping the entire `batchDetailsById` cache. The epic dedupes via
- * `lastBatchDetailRefreshAtById` so resend storms don't trigger waves of API calls.
- */
-export const refreshBatchDetailsForBatchId = createAction('expenseAutomationMissingReceiptsView/refreshBatchDetailsForBatchId');
 const expenseAutomationMissingReceiptsView = createSlice({
     name: 'expenseAutomationMissingReceiptsView',
     initialState,
@@ -261,16 +250,6 @@ const expenseAutomationMissingReceiptsView = createSlice({
             const details = action.payload;
             draft.bulkUpload.batchDetailsById[details.batchId] = details;
             draft.bulkUpload.phase = 'completed';
-            draft.bulkUpload.initialBatchDetailsLoaded = true;
-            /**
-             * A successful detail load supersedes any previous failure for this batch — without this,
-             * `getPrimaryBatchIdFromBatchListOrder` (and pagination) would keep skipping the batch
-             * across the recovery, hiding now-valid Unmatched-tab work.
-             */
-            const failedIndex = draft.bulkUpload.failedBatchDetailIds.indexOf(details.batchId);
-            if (failedIndex >= 0) {
-                draft.bulkUpload.failedBatchDetailIds.splice(failedIndex, 1);
-            }
         },
         fetchBulkUploadBatchDetailsFailure: {
             reducer(draft) {
@@ -292,19 +271,6 @@ const expenseAutomationMissingReceiptsView = createSlice({
                 draft.bulkUpload.currentBatchId === details.batchId) {
                 draft.bulkUpload.phase = 'completed';
             }
-            /** Stale-while-revalidate: any successful detail load means we have rendered data. */
-            draft.bulkUpload.initialBatchDetailsLoaded = true;
-            /**
-             * Stale-while-revalidate recovery: if this batch had previously failed, a successful
-             * targeted refresh (Pusher `completed` → `refreshBatchDetailsForBatchIdEpic`) or
-             * multi-batch revalidation (manual refresh) supersedes the failure. Selectors that gate
-             * on `failedBatchDetailIds` (primary-batch resolution, `hasMoreBatchDetails`) must see the
-             * batch as recovered so it can show fresh Unmatched work.
-             */
-            const failedIndex = draft.bulkUpload.failedBatchDetailIds.indexOf(details.batchId);
-            if (failedIndex >= 0) {
-                draft.bulkUpload.failedBatchDetailIds.splice(failedIndex, 1);
-            }
         },
         batchDetailFetchFailed(draft, action) {
             const { batchId } = action.payload;
@@ -333,14 +299,6 @@ const expenseAutomationMissingReceiptsView = createSlice({
                 fetchState: 'Completed',
                 error: undefined,
             };
-            /**
-             * Stale-while-revalidate: a completed pagination round means the initial page (or a
-             * subsequent revalidation) has fully resolved. Once `initialBatchDetailsLoaded` flips to
-             * `true` it stays `true` for the session — only `clearBulkUpload` /
-             * `clearBulkUploadBatchDetailsForScopeChange` can reset it.
-             */
-            draft.bulkUpload.initialBatchDetailsLoaded = true;
-            draft.bulkUpload.batchDetailsRevalidating = false;
             const currentId = draft.bulkUpload.currentBatchId;
             const currentDetails = currentId != null
                 ? draft.bulkUpload.batchDetailsById[currentId]
@@ -356,24 +314,12 @@ const expenseAutomationMissingReceiptsView = createSlice({
                 fetchState: 'Error',
                 error: action.payload.error,
             };
-            draft.bulkUpload.batchDetailsRevalidating = false;
         },
         fetchBulkUploadBatches: {
             reducer(draft, action) {
-                /**
-                 * Manual refresh button (and any other caller passing `invalidateBatchDetailsCache: true`):
-                 * wipe the details cache, failed-id list, and pagination state so the Unmatched tab drops
-                 * its existing rows and re-renders the initial-load skeleton while the next list +
-                 * details fetches resolve. The post-success epic (`fetchMultipleBatchDetailsEpic`) then
-                 * re-runs the details chain from a clean slate.
-                 */
                 if (action.payload.invalidateBatchDetailsCache === true) {
                     draft.bulkUpload.batchDetailsById = {};
                     draft.bulkUpload.failedBatchDetailIds = [];
-                    draft.bulkUpload.batchDetailsPaginationState = {
-                        fetchState: 'Not-Started',
-                        error: undefined,
-                    };
                 }
                 draft.bulkUpload.batchListFetchState = {
                     fetchState: 'In-Progress',
@@ -390,31 +336,6 @@ const expenseAutomationMissingReceiptsView = createSlice({
                 };
             },
         },
-        /**
-         * Tenant/period scope change — the new scope's data is genuinely unknown so the existing
-         * details cache and `initialBatchDetailsLoaded` flag must be reset (the Unmatched skeleton
-         * is acceptable on scope change). Distinct from a stale-while-revalidate refresh.
-         */
-        clearBulkUploadBatchDetailsForScopeChange(draft) {
-            draft.bulkUpload.batchDetailsById = {};
-            draft.bulkUpload.failedBatchDetailIds = [];
-            draft.bulkUpload.batchDetailsPaginationState = {
-                fetchState: 'Not-Started',
-                error: undefined,
-            };
-            draft.bulkUpload.batchDetailsRevalidating = false;
-            draft.bulkUpload.initialBatchDetailsLoaded = false;
-            draft.bulkUpload.lastBatchDetailRefreshAtById = {};
-        },
-        /**
-         * Records the last time we issued a targeted refresh for `batchId`. Set by
-         * `refreshBatchDetailsForBatchIdEpic` before each API call so subsequent Pusher resends in the
-         * dedupe window are skipped.
-         */
-        markBatchDetailRefreshAttempted(draft, action) {
-            draft.bulkUpload.lastBatchDetailRefreshAtById[action.payload.batchId] =
-                action.payload.timestamp;
-        },
         fetchBulkUploadBatchesSuccess(draft, action) {
             const periodId = toMonthYearPeriodId(action.payload.selectedPeriod);
             draft.bulkUpload.batchListByPeriod[periodId] = action.payload.batchList;
@@ -657,7 +578,7 @@ const expenseAutomationMissingReceiptsView = createSlice({
 });
 export const { fetchMissingReceipts, fetchMissingReceiptsSuccess, fetchMissingReceiptsFailure, uploadMissingReceiptSuccess, updateMissingReceiptUploadState, updateMissingReceiptsUIState, markMissingReceiptAsDone, clearExpenseAutomationMissingReceiptsView, 
 // Bulk Upload
-bulkUploadReceipts, updateBulkUploadProgress, setBulkUploadUploadedFileCount, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadMatchingState, bulkUploadAutomatchingTimedOut, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, batchDetailFetchFailed, setInitialBatchDetailsLoading, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, clearBulkUploadBatchDetailsForScopeChange, markBatchDetailRefreshAttempted, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, 
+bulkUploadReceipts, updateBulkUploadProgress, setBulkUploadUploadedFileCount, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadMatchingState, bulkUploadAutomatchingTimedOut, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, batchDetailFetchFailed, setInitialBatchDetailsLoading, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, 
 // Completed Transactions
 fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, } = expenseAutomationMissingReceiptsView.actions;
 export default expenseAutomationMissingReceiptsView.reducer;

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

@@ -4,7 +4,6 @@ import uniq from 'lodash/uniq';
 import { toMonthYearPeriodId, } from '../../../commonStateTypes/timePeriod';
 import { isVendorTransaction } from '../../../entity/transaction/stateTypes/vendorTransaction';
 import { MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, filterAutoTabLineItems, mergeTabSpecificLineItems, removeTransactionFromTabView, setEntityRecommendationForLineIdInLocalData, toSetAllLineItemsToCategoryClass, toTransactionDetailLocalData, } from '../helpers/transactionCategorizationLocalDataHelper';
-import { DEFAULT_COMPLETED_SUB_TAB, } from '../types/completedSubTab';
 export const initialTransactionTabViewState = {
     saveStatus: {
         fetchState: 'Not-Started',
@@ -42,74 +41,12 @@ export const initialTransactionTabViewState = {
     selectedTransactionLineId: undefined,
 };
 export const initialState = {
-    autoCategorizedSubTabCache: {},
-    parentTotalCountByTab: {
-        review: {},
-        autoCategorized: {},
-    },
     selectedTransactionCategorizationTab: 'review',
-    selectedTransactionCategorizationCompletedSubTab: DEFAULT_COMPLETED_SUB_TAB,
     transactionCategorizationView: {
         review: { ...initialTransactionTabViewState },
         autoCategorized: { ...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.
- *
- * Snapshot scope (deliberately narrow):
- * - Captured: `pageToken`, `totalCount`, `transactionIdsBySelectedPeriod`,
- *   `fetchState`, `error`, `scrollPosition`. The first five are the keys the
- *   fetch epic's cache check reads to decide whether to short-circuit a
- *   sub-tab revisit; `scrollPosition` is captured per sub-tab so revisiting
- *   restores the user's last offset and switching to a never-visited sub-tab
- *   starts at the top instead of inheriting the outgoing sub-tab's offset
- *   (which would land the user at a meaningless row index against a
- *   completely different list).
- * - Intentionally NOT captured (left in place on `autoCat` and inherited by
- *   the incoming sub-tab):
- *     - `uiState.searchString`, `uiState.sortKey`, `uiState.sortOrder`,
- *       `uiState.nodeCollapseState`, `uiState.limit` — search and sort are
- *       user-applied preferences that persist across sub-tabs by design (a
- *       search query stays active when the user toggles between Manual / AI
- *       Accountant).
- *     - `selectedCheckBoxTransactionIds` — selection state is intentionally
- *       cleared at the action source (the fetch epic / save flow), not
- *       by the snapshot path. Carrying selection across sub-tabs is safe
- *       because every sub-tab change goes through a fetch round-trip that
- *       reconciles selection against the new row IDs.
- *     - `transactionReviewLocalDataById`, `transactionIdsWithUnsavedData`,
- *       `uploadReceiptStatusById`, `saveStatus`, `refreshStatus`,
- *       `markAsNotMiscategorizedStatus` — these are per-row / per-flight
- *       caches that are write-through global state, not sub-tab-scoped.
- *
- * If the contract changes (e.g. selection should reset on every sub-tab
- * switch), update both this comment and the snapshot return shape together.
- */
-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,
-        scrollPosition: autoCat.uiState.scrollPosition,
-        totalCount: { ...autoCat.uiState.totalCount },
-        transactionIdsBySelectedPeriod,
-    };
-}
 const expenseAutomationTransactionsView = createSlice({
     name: 'expenseAutomationTransactionsView',
     initialState,
@@ -323,55 +260,6 @@ const expenseAutomationTransactionsView = 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.uiState.scrollPosition = cached.scrollPosition;
-                    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. `scrollPosition` is reset to the top
-                    // so the incoming list isn't anchored to the outgoing sub-tab's
-                    // offset (different rows → previous offset is meaningless).
-                    autoCat.uiState.pageToken = null;
-                    autoCat.uiState.totalCount = {};
-                    autoCat.uiState.scrollPosition = {
-                        scrollTop: 0,
-                        scrollLeft: undefined,
-                    };
-                    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;
@@ -809,10 +697,6 @@ const expenseAutomationTransactionsView = createSlice({
             const { selectedTab, selectedPeriod, totalCount } = action.payload;
             draft.transactionCategorizationView[selectedTab].uiState.totalCount[toMonthYearPeriodId(selectedPeriod)] = totalCount;
         },
-        updateParentTotalCountForTab(draft, action) {
-            const { selectedTab, selectedPeriod, parentTotalCount } = action.payload;
-            draft.parentTotalCountByTab[selectedTab][toMonthYearPeriodId(selectedPeriod)] = parentTotalCount;
-        },
         updateSelectedCheckboxTransactionIds(draft, action) {
             const selectedTab = action.payload.selectedTab;
             const transactionIds = action.payload.transactionIds;
@@ -823,16 +707,6 @@ const expenseAutomationTransactionsView = createSlice({
             draft.transactionCategorizationView[selectedTab] = {
                 ...initialTransactionTabViewState,
             };
-            draft.parentTotalCountByTab[selectedTab] = {};
-            // The per-sub-tab snapshot cache lives at the slice root and is
-            // exclusively populated by the autoCategorized tab's sub-tab switching
-            // (see updateTransactionCategorizationCompletedSubTab). When that tab
-            // is reset, leaving stale snapshots behind would short-circuit the
-            // next sub-tab visit with phantom row IDs / page tokens that no longer
-            // correspond to anything in state — drop them in lockstep.
-            if (selectedTab === 'autoCategorized') {
-                draft.autoCategorizedSubTabCache = {};
-            }
         },
         clearExpenseAutomationTransactionsView(draft) {
             Object.assign(draft, initialState);
@@ -929,5 +803,5 @@ const expenseAutomationTransactionsView = createSlice({
         },
     },
 });
-export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, updateParentTotalCountForTab, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } = expenseAutomationTransactionsView.actions;
+export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } = expenseAutomationTransactionsView.actions;
 export default expenseAutomationTransactionsView.reducer;

package/lib/esm/view/expenseAutomationView/selectors/missingReceiptsSelector.js

@@ -224,8 +224,6 @@ export function getExpenseAutomationMissingReceiptsView(state) {
             manualSearchUiResetKey: bulkUpload.manualSearchUiResetKey,
             hasMoreBatchDetails,
             batchDetailsPaginationState: bulkUpload.batchDetailsPaginationState,
-            batchDetailsRevalidating: bulkUpload.batchDetailsRevalidating,
-            initialBatchDetailsLoaded: bulkUpload.initialBatchDetailsLoaded,
             manualSearch: {
                 ...bulkUpload.manualSearch,
                 results: manualSearchResults,

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

@@ -10,7 +10,7 @@ import { getProjectList } from '../../projectList/projectListSelector';
 import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
 export function getExpenseAutomationTransactionView(state) {
     const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, projectState, projectListState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
-    const { selectedTransactionCategorizationCompletedSubTab, selectedTransactionCategorizationTab, } = expenseAutomationTransactionsViewState;
+    const { selectedTransactionCategorizationTab } = expenseAutomationTransactionsViewState;
     const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, uploadReceiptStatusById, selectedTransactionId, selectedTransactionLineId, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
     const uncategorizedIncomeExpense = getUncategorizedAccounts(accountState, accountListState, 'accountList');
     const accountList = getAccountList(accountState, accountListState, 'accountList');
@@ -63,27 +63,10 @@ export function getExpenseAutomationTransactionView(state) {
         .uiState.totalCount;
     const totalCountByAutoCat = expenseAutomationTransactionsViewState.transactionCategorizationView
         .autoCategorized.uiState.totalCount;
-    // Per-(sub-)tab counts powering pagination, in-list "showing X of Y", and
-    // any save/refresh round-trips. Sourced from `uiState.totalCount` which
-    // mirrors the response's `total_count` for whatever tab/sub-tab the user is
-    // viewing (e.g. only the Manual sub-tab rows for Completed → Manual).
     const totalCountByTab = {
         review: monthYearPeriodId != null ? totalCountByReview[monthYearPeriodId] : 0,
         autoCategorized: monthYearPeriodId != null ? totalCountByAutoCat[monthYearPeriodId] : 0,
     };
-    // Parent-tab badge counts. Sourced from `parent_tab_total_count` in the
-    // listing response and used exclusively by the navbar / tab strip badges.
-    // Independent of which Completed sub-tab is active so the badge stays
-    // stable across sub-tab switches.
-    const parentTotalCountByTab = expenseAutomationTransactionsViewState.parentTotalCountByTab;
-    const parentTabTotalCountByTab = {
-        review: monthYearPeriodId != null
-            ? (parentTotalCountByTab.review[monthYearPeriodId] ?? 0)
-            : 0,
-        autoCategorized: monthYearPeriodId != null
-            ? (parentTotalCountByTab.autoCategorized[monthYearPeriodId] ?? 0)
-            : 0,
-    };
     const fetchStateByTab = {
         review: {
             fetchState: expenseAutomationTransactionsViewState.transactionCategorizationView
@@ -125,11 +108,9 @@ export function getExpenseAutomationTransactionView(state) {
         markAsNotMiscategorizedStatus,
         completionStatus,
         totalCountByTab,
-        parentTabTotalCountByTab,
         fetchStateByTransactionTabs: fetchStateByTab,
         uploadReceiptStatusById,
         selectedTransactionId,
         selectedTransactionLineId,
-        selectedTransactionCategorizationCompletedSubTab,
     };
 }