@zeniai/client-epic-state 5.0.77 → 5.0.78

package/lib/reducer.d.ts

@@ -3,6 +3,7 @@ import { AccountGroupState } from './entity/accountGroup/accountGroupState';
 import { AccountReconState } from './entity/accountRecon/accountReconState';
 import { AddressState } from './entity/address/addressState';
 import { AiAccountantCustomerState } from './entity/aiAccountantCustomer/aiAccountantCustomerState';
+import { CreditAgentEntityState } from './entity/creditAgent/creditAgentState';
 import { AiCfoState } from './entity/aiCfo/aiCfoState';
 import { ApprovalRuleState } from './entity/approvalRule/approvalRuleState';
 import { BankAccountState } from './entity/bankAccount/bankAccount';
@@ -18,7 +19,6 @@ import { CompanyState } from './entity/company/companyState';
 import { CompanyHealthState } from './entity/companyHealthMetric/companyHealthMetricState';
 import { ConnectedAccountState } from './entity/connectedAccount/connectedAccount';
 import { CountryListState } from './entity/countryList/countryListState';
-import { CreditAgentEntityState } from './entity/creditAgent/creditAgentState';
 import { CurrencyState } from './entity/currency/currency';
 import { CustomerState } from './entity/customer/customerState';
 import { CustomerIncomeState } from './entity/customerIncome/customerIncomeTrendState';
@@ -106,8 +106,8 @@ import { JESchedulesViewState as ExpenseAutomationJESchedulesViewState } from '.
 import { MissingReceiptsViewState as ExpenseAutomationMissingReceiptsViewState } from './view/expenseAutomationView/types/missingReceiptsViewState';
 import { ReconciliationViewState as ExpenseAutomationReconciliationViewState } from './view/expenseAutomationView/types/reconciliationViewState';
 import { TransactionsViewState as ExpenseAutomationTransactionsViewState } from './view/expenseAutomationView/types/transactionsViewState';
-import { FeatureNotificationViewState } from './view/featureNotificationView/featureNotificationViewState';
 import { FileViewState } from './view/fileView/fileViewState';
+import { FeatureNotificationViewState } from './view/featureNotificationView/featureNotificationViewState';
 import { FinanceStatementState } from './view/financeStatement/financeStatementState';
 import { ForecastListState } from './view/forecastList/forecastListState';
 import { GlobalMerchantAutoCompleteState } from './view/globalMerchantView/globalMerchantAutoCompleteView/globalMerchantAutoCompleteViewState';

package/lib/reducer.js

@@ -43,6 +43,7 @@ const accountGroupReducer_1 = __importStar(require("./entity/accountGroup/accoun
 const accountReconReducer_1 = __importStar(require("./entity/accountRecon/accountReconReducer"));
 const addressReducer_1 = __importStar(require("./entity/address/addressReducer"));
 const aiAccountantCustomerReducer_1 = __importStar(require("./entity/aiAccountantCustomer/aiAccountantCustomerReducer"));
+const creditAgentReducer_1 = __importStar(require("./entity/creditAgent/creditAgentReducer"));
 const aiCfoReducer_1 = __importStar(require("./entity/aiCfo/aiCfoReducer"));
 const approvalRuleReducer_1 = __importStar(require("./entity/approvalRule/approvalRuleReducer"));
 const bankAccountReducer_1 = __importStar(require("./entity/bankAccount/bankAccountReducer"));
@@ -58,7 +59,6 @@ const companyReducer_1 = __importStar(require("./entity/company/companyReducer")
 const companyHealthMetricReducer_1 = __importStar(require("./entity/companyHealthMetric/companyHealthMetricReducer"));
 const connectedAccountReducer_1 = __importStar(require("./entity/connectedAccount/connectedAccountReducer"));
 const countryListReducer_1 = __importStar(require("./entity/countryList/countryListReducer"));
-const creditAgentReducer_1 = __importStar(require("./entity/creditAgent/creditAgentReducer"));
 const currencyReducer_1 = __importStar(require("./entity/currency/currencyReducer"));
 const customerReducer_1 = __importStar(require("./entity/customer/customerReducer"));
 const customerIncomeTrendReducer_1 = __importStar(require("./entity/customerIncome/customerIncomeTrendReducer"));
@@ -146,9 +146,9 @@ const jeSchedulesViewReducer_1 = __importStar(require("./view/expenseAutomationV
 const missingReceiptsViewReducer_1 = __importStar(require("./view/expenseAutomationView/reducers/missingReceiptsViewReducer"));
 const reconciliationViewReducer_1 = __importStar(require("./view/expenseAutomationView/reducers/reconciliationViewReducer"));
 const transactionsViewReducer_1 = __importStar(require("./view/expenseAutomationView/reducers/transactionsViewReducer"));
-const featureNotificationViewReducer_1 = __importStar(require("./view/featureNotificationView/featureNotificationViewReducer"));
 const fileViewReducer_1 = __importDefault(require("./view/fileView/fileViewReducer"));
 const fileViewState_1 = require("./view/fileView/fileViewState");
+const featureNotificationViewReducer_1 = __importStar(require("./view/featureNotificationView/featureNotificationViewReducer"));
 const financeStatementReducer_1 = __importStar(require("./view/financeStatement/financeStatementReducer"));
 const forecastListReducer_1 = __importStar(require("./view/forecastList/forecastListReducer"));
 const globalMerchantAutoCompleteViewReducer_1 = __importStar(require("./view/globalMerchantView/globalMerchantAutoCompleteView/globalMerchantAutoCompleteViewReducer"));

package/lib/view/aiAccountantView/aiAccountantViewPayload.d.ts

@@ -1,7 +1,7 @@
-import type { AiAccountantCustomerPayload, AiAccountantJobPayload } from '../../entity/aiAccountantCustomer/aiAccountantCustomerPayload';
-import { UserPayload } from '../../entity/user/userPayload';
 import { ZeniAPIResponse } from '../../responsePayload';
 export { AiAccountantCustomerPayload, AiAccountantEnrollmentPayload, AiAccountantJobPayload, toAiAccountantCustomer, toAiAccountantEnrollment, toAiAccountantJob, } from '../../entity/aiAccountantCustomer/aiAccountantCustomerPayload';
+import type { AiAccountantCustomerPayload, AiAccountantJobPayload } from '../../entity/aiAccountantCustomer/aiAccountantCustomerPayload';
+import { UserPayload } from '../../entity/user/userPayload';
 export interface AiAccountantCustomersResponseData {
     customers: AiAccountantCustomerPayload[];
     users: UserPayload[];

package/lib/view/aiAccountantView/aiAccountantViewReducer.d.ts

@@ -1,5 +1,5 @@
-import { ID } from '../../commonStateTypes/common';
 import { AiAccountantCustomerPayload } from '../../entity/aiAccountantCustomer/aiAccountantCustomerPayload';
+import { ID } from '../../commonStateTypes/common';
 import { ZeniAPIStatus } from '../../responsePayload';
 import { AiAccountantUIState, AiAccountantViewState } from './aiAccountantViewState';
 export declare const initialAiAccountantViewState: AiAccountantViewState;

package/lib/view/aiAccountantView/epics/fetchAiAccountantCustomersEpic.js

@@ -10,7 +10,9 @@ const aiAccountantViewReducer_1 = require("../aiAccountantViewReducer");
 const fetchAiAccountantCustomersEpic = (actions$, _, zeniAPI) => actions$.pipe((0, operators_1.filter)(aiAccountantViewReducer_1.fetchAiAccountantCustomers.match), (0, operators_1.switchMap)(() => {
     const base = `${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels`;
     const url = `${base}/ai-accountant/customers`;
-    return zeniAPI.getJSON(url).pipe((0, operators_1.mergeMap)((response) => {
+    return zeniAPI
+        .getJSON(url)
+        .pipe((0, operators_1.mergeMap)((response) => {
         if ((0, responsePayload_1.isSuccessResponse)(response)) {
             const customers = response.data?.customers ?? [];
             const users = response.data?.users ?? [];
@@ -23,6 +25,7 @@ const fetchAiAccountantCustomersEpic = (actions$, _, zeniAPI) => actions$.pipe((
         else {
             return (0, rxjs_1.of)((0, aiAccountantViewReducer_1.updateAiAccountantCustomersFailure)(response.status));
         }
-    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, aiAccountantViewReducer_1.updateAiAccountantCustomersFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected error', 'AI Accountant customers fetch failed: ' + JSON.stringify(error))))));
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, aiAccountantViewReducer_1.updateAiAccountantCustomersFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected error', 'AI Accountant customers fetch failed: ' +
+        JSON.stringify(error))))));
 }));
 exports.fetchAiAccountantCustomersEpic = fetchAiAccountantCustomersEpic;

package/lib/view/aiAccountantView/epics/fetchAiAccountantJobsEpic.js

@@ -23,7 +23,9 @@ const fetchAiAccountantJobsEpic = (actions$, state$, zeniAPI) => actions$.pipe((
     }
     const base = `${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels`;
     const url = `${base}/ai-accountant/jobs?${params.toString()}`;
-    return zeniAPI.getJSON(url).pipe((0, operators_1.mergeMap)((response) => {
+    return zeniAPI
+        .getJSON(url)
+        .pipe((0, operators_1.mergeMap)((response) => {
         if ((0, responsePayload_1.isSuccessResponse)(response)) {
             const jobs = response.data?.jobs ?? [];
             const users = response.data?.users ?? [];
@@ -42,7 +44,8 @@ const fetchAiAccountantJobsEpic = (actions$, state$, zeniAPI) => actions$.pipe((
         }
     }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, aiAccountantViewReducer_1.updateAiAccountantJobsFailure)({
         tenantId,
-        error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected error', 'AI Accountant jobs fetch failed: ' + JSON.stringify(error)),
+        error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected error', 'AI Accountant jobs fetch failed: ' +
+            JSON.stringify(error)),
     }))));
 }));
 exports.fetchAiAccountantJobsEpic = fetchAiAccountantJobsEpic;

package/lib/view/aiAccountantView/epics/triggerAiAccountantJobEpic.js

@@ -54,10 +54,7 @@ const triggerAiAccountantJobEpic = (actions$, state$, zeniAPI) => actions$.pipe(
             messageText: 'failed',
             type: 'error',
             variables: [
-                {
-                    variableName: '__reason__',
-                    variableValue: 'Unexpected error',
-                },
+                { variableName: '__reason__', variableValue: 'Unexpected error' },
             ],
         }),
     ])));

package/lib/view/companyHealthMetricView/companyHealthMetricViewSelector.js

@@ -299,7 +299,7 @@ const applyAdvancedFiltersOnCompaniesList = (allCompanies, filters, filteredComp
         const key = currentFilter.field;
         const categoryValue = getCategoryValueForCompany(key, company);
         if (categoryValue == null) {
-            if (currentFilter.matchingOperator === 'not_equal') {
+            if (currentFilter.matchingOperator === 'not-equal') {
                 return true;
             }
             return false;

package/lib/view/companyTaskManagerView/companyTaskManagerViewSelector.d.ts

@@ -1,4 +1,3 @@
-import { FetchState } from '../../commonStateTypes/common';
 import { SelectorView } from '../../commonStateTypes/viewAndReport/viewAndReport';
 import { Company } from '../../entity/company/companyStateTypes';
 import { Tag } from '../../entity/tag/tagState';
@@ -6,6 +5,7 @@ import { Task } from '../../entity/task/taskState';
 import { User } from '../../entity/user/userState';
 import { RootState } from '../../reducer';
 import { CompanyTaskManagerViewUIState, TaskManagerMetrics } from './companyTaskManagerViewState';
+import { FetchState } from '../../commonStateTypes/common';
 export interface TaskWithCompanyDetail {
     assignees: User[];
     company: Company;

package/lib/view/companyTaskManagerView/companyTaskManagerViewSelector.js

@@ -7,7 +7,7 @@ const tagSelector_1 = require("../../entity/tag/tagSelector");
 const taskSelector_1 = require("../../entity/task/taskSelector");
 const userSelector_1 = require("../../entity/user/userSelector");
 exports.getCompanyTaskManagerView = (0, toolkit_1.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 = (0, taskSelector_1.getTaskById)(taskState, taskId);

package/lib/view/companyView/helpers/cockpitHelpers.js

@@ -51,7 +51,7 @@ const filterCompanyOnCategoriesWithSingleValue = (categoryValue, currentFilter,
         return filterCompanyOnRangeCategoryType(categoryValue, currentFilter);
     }
     // if filter category is not annualRecurringRevenue OR monthlyRecurringRevenue
-    if (currentFilter.matchingOperator === 'not_equal') {
+    if (currentFilter.matchingOperator === 'not-equal') {
         return currentFilter.values.indexOf(categoryValue) === -1;
     }
     return currentFilter.values.indexOf(categoryValue) > -1;

package/lib/view/companyView/selector/companyManagementViewSelector.js

@@ -159,7 +159,7 @@ const applyAdvancedFiltersOnCompaniesList = (allCompanies, filters, filteredComp
         const key = currentFilter.field;
         const categoryValue = getCategoryValueForCompany(key, company);
         if (categoryValue == null) {
-            if (currentFilter.matchingOperator === 'not_equal') {
+            if (currentFilter.matchingOperator === 'not-equal') {
                 return true;
             }
             return false;

package/lib/view/companyView/selector/companyPortfolioViewSelector.js

@@ -122,7 +122,7 @@ const applyAdvancedFiltersOnCompaniesList = (allCompanies, filters, filteredComp
         const key = currentFilter.field;
         const categoryValue = getCategoryValueForCompany(key, company);
         if (categoryValue == null) {
-            if (currentFilter.matchingOperator === 'not_equal') {
+            if (currentFilter.matchingOperator === 'not-equal') {
                 return true;
             }
             return false;

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

@@ -19,7 +19,7 @@ export type SubscriptionViewFilterCategoryField = 'controllerUserIds' | 'statusC
 export type PortfolioViewFilterCategoryField = 'netBurnOrIncome' | 'cashPosition' | 'income' | 'expenses' | 'runway';
 export type HealthMonitorViewFilterCategoryField = 'verticalProductServices' | 'runway' | 'netPromoterScore' | 'customerSatisfactionScore' | 'churnProbabilityPercentage' | 'controller' | 'customerSuccessManager' | 'lastReportSent' | 'subscriptionStartDate' | 'subscriptionRenewalDate' | 'externalProductServiceExposure' | 'companyEngagementMetricsUpdatedAt' | 'companyGroupId' | 'monthlyRecurringRevenue';
 export interface CockpitFilterCategory {
-    matchingOperator: 'equal' | 'not_equal';
+    matchingOperator: 'equal' | 'not-equal';
     values: FilterCategoryValueType[];
     valuesCombinationOperator: 'ANY' | 'ALL';
     field?: AiAccountantFilterCategoryField | ManagementViewFilterCategoryField | SubscriptionViewFilterCategoryField | PortfolioViewFilterCategoryField | HealthMonitorViewFilterCategoryField;

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

@@ -6,10 +6,10 @@ const operators_1 = require("rxjs/operators");
 const timePeriod_1 = require("../../../../commonStateTypes/timePeriod");
 const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
 const responsePayload_1 = require("../../../../responsePayload");
-const bulkUploadTiming_1 = require("../../helpers/bulkUploadTiming");
-const rollingCalendarDateRangeInclusive_1 = require("../../helpers/rollingCalendarDateRangeInclusive");
 const missingReceiptsPayload_1 = require("../../payload/missingReceiptsPayload");
 const missingReceiptsViewReducer_1 = require("../../reducers/missingReceiptsViewReducer");
+const bulkUploadTiming_1 = require("../../helpers/bulkUploadTiming");
+const rollingCalendarDateRangeInclusive_1 = require("../../helpers/rollingCalendarDateRangeInclusive");
 const fetchBulkUploadBatchesEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.fetchBulkUploadBatches.match), (0, operators_1.switchMap)((action) => {
     const { cacheOverride } = action.payload;
     const state = state$.value;

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

@@ -8,7 +8,6 @@ const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
 const transactionReducer_1 = require("../../../../entity/transaction/transactionReducer");
 const responsePayload_1 = require("../../../../responsePayload");
 const missingReceiptsViewReducer_1 = require("../../reducers/missingReceiptsViewReducer");
-const completedSubTab_1 = require("../../types/completedSubTab");
 const fetchCompletedTransactionsEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.fetchCompletedTransactions.match), (0, operators_1.switchMap)((action) => {
     const state = state$.value;
     const { expenseAutomationViewState: { selectedPeriodByTenantId }, expenseAutomationMissingReceiptsViewState: { bulkUpload }, } = state;
@@ -43,7 +42,7 @@ const fetchCompletedTransactionsEpic = (actions$, state$, zeniAPI) => actions$.p
     if (sortOrder != null) {
         queryPayload.sort_order = sortOrder === 'ascending' ? 'asc' : 'desc';
     }
-    if (completedSubTab !== completedSubTab_1.DEFAULT_COMPLETED_SUB_TAB) {
+    if (completedSubTab !== 'all') {
         queryPayload.match_type = completedSubTab;
     }
     const encodedQuery = encodeURIComponent(JSON.stringify(queryPayload));

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

@@ -3,13 +3,13 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.restoreBulkUploadAutomatchingOnMountEpic = void 0;
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
-const timePeriod_1 = require("../../../../commonStateTypes/timePeriod");
-const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
 const responsePayload_1 = require("../../../../responsePayload");
-const bulkUploadTiming_1 = require("../../helpers/bulkUploadTiming");
-const rollingCalendarDateRangeInclusive_1 = require("../../helpers/rollingCalendarDateRangeInclusive");
 const missingReceiptsPayload_1 = require("../../payload/missingReceiptsPayload");
 const missingReceiptsViewReducer_1 = require("../../reducers/missingReceiptsViewReducer");
+const bulkUploadTiming_1 = require("../../helpers/bulkUploadTiming");
+const rollingCalendarDateRangeInclusive_1 = require("../../helpers/rollingCalendarDateRangeInclusive");
+const timePeriod_1 = require("../../../../commonStateTypes/timePeriod");
+const tenantSelector_1 = require("../../../../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
@@ -52,12 +52,10 @@ const restoreBulkUploadAutomatchingOnMountEpic = (actions$, state$, zeniAPI) =>
         bulkUpload.batchListFetchState.fetchState === 'Completed';
     const listSource = alreadyCached
         ? (0, rxjs_1.of)(null)
-        : zeniAPI
-            .getJSON(listUrl)
-            .pipe((0, operators_1.catchError)(() => (0, rxjs_1.of)(null)));
+        : zeniAPI.getJSON(listUrl).pipe((0, operators_1.catchError)(() => (0, rxjs_1.of)(null)));
     return listSource.pipe((0, operators_1.mergeMap)((listResponse) => {
         const batchList = alreadyCached
-            ? (bulkUpload.batchListByPeriod[periodId] ?? [])
+            ? bulkUpload.batchListByPeriod[periodId] ?? []
             : listResponse != null &&
                 (0, responsePayload_1.isSuccessResponse)(listResponse) &&
                 listResponse.data != null

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

@@ -5,11 +5,10 @@ const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const transactionReducer_1 = require("../../../../entity/transaction/transactionReducer");
 const responsePayload_1 = require("../../../../responsePayload");
-const rollingCalendarDateRangeInclusive_1 = require("../../helpers/rollingCalendarDateRangeInclusive");
 const missingReceiptsPayload_1 = require("../../payload/missingReceiptsPayload");
 const missingReceiptsViewReducer_1 = require("../../reducers/missingReceiptsViewReducer");
-const completedSubTab_1 = require("../../types/completedSubTab");
 const transactionsViewState_1 = require("../../types/transactionsViewState");
+const rollingCalendarDateRangeInclusive_1 = require("../../helpers/rollingCalendarDateRangeInclusive");
 /**
  * `auto_categorized` for manual transaction search (Unmatched).
  * Backend contract TBD — align with `fetchTransactionCategorizationEpic` (`selectedTab === 'autoCategorized'`)
@@ -50,11 +49,6 @@ 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: completedSubTab_1.DEFAULT_COMPLETED_SUB_TAB,
         };
         return zeniAPI
             .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`)

package/lib/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationEpic.d.ts

@@ -3,6 +3,6 @@ import { Observable } from 'rxjs';
 import { updateTransactions } from '../../../../entity/transaction/transactionReducer';
 import { RootState } from '../../../../reducer';
 import { ZeniAPI } from '../../../../zeniAPI';
-import { fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationSuccess, initializeTransactionCategorizationViewLocalData, resetOtherTabsFetchState, updateParentTotalCountForTab, updateTotalCountForTransactionCategorization, updateTransactionCategorizationUIState } from '../../reducers/transactionsViewReducer';
-export type ActionType = ReturnType<typeof fetchTransactionCategorization> | ReturnType<typeof updateTransactions> | ReturnType<typeof initializeTransactionCategorizationViewLocalData> | ReturnType<typeof fetchTransactionCategorizationFailure> | ReturnType<typeof updateTransactionCategorizationUIState> | ReturnType<typeof updateTotalCountForTransactionCategorization> | ReturnType<typeof updateParentTotalCountForTab> | ReturnType<typeof fetchTransactionCategorizationSuccess> | ReturnType<typeof resetOtherTabsFetchState>;
+import { fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationSuccess, initializeTransactionCategorizationViewLocalData, resetOtherTabsFetchState, updateTotalCountForTransactionCategorization, updateTransactionCategorizationUIState } from '../../reducers/transactionsViewReducer';
+export type ActionType = ReturnType<typeof fetchTransactionCategorization> | ReturnType<typeof updateTransactions> | ReturnType<typeof initializeTransactionCategorizationViewLocalData> | ReturnType<typeof fetchTransactionCategorizationFailure> | ReturnType<typeof updateTransactionCategorizationUIState> | ReturnType<typeof updateTotalCountForTransactionCategorization> | ReturnType<typeof fetchTransactionCategorizationSuccess> | ReturnType<typeof resetOtherTabsFetchState>;
 export declare const fetchTransactionCategorizationEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -9,7 +9,6 @@ const transactionReducer_1 = require("../../../../entity/transaction/transaction
 const responsePayload_1 = require("../../../../responsePayload");
 const transactionCategorizationLocalDataHelper_1 = require("../../helpers/transactionCategorizationLocalDataHelper");
 const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
-const completedSubTab_1 = require("../../types/completedSubTab");
 const transactionsViewState_1 = require("../../types/transactionsViewState");
 const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(transactionsViewReducer_1.fetchTransactionCategorization.match), (0, operators_1.switchMap)((action) => {
     const { expenseAutomationViewState: { selectedPeriodByTenantId }, expenseAutomationTransactionsViewState, } = state$.value;
@@ -27,9 +26,6 @@ const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) => action
         page_token: pageToken,
         page_size: 25,
         search_text: uiState.searchString,
-        sub_tab: selectedTab === 'autoCategorized'
-            ? expenseAutomationTransactionsViewState.selectedTransactionCategorizationCompletedSubTab
-            : completedSubTab_1.DEFAULT_COMPLETED_SUB_TAB,
     };
     return zeniAPI
         .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
@@ -52,12 +48,6 @@ const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) => action
                 selectedTab,
                 totalCount: response.data.total_count,
             }));
-            updateActions.push((0, transactionsViewReducer_1.updateParentTotalCountForTab)({
-                selectedPeriod,
-                selectedTab,
-                parentTotalCount: response.data.parent_tab_total_count ??
-                    response.data.total_count,
-            }));
             updateActions.push((0, transactionsViewReducer_1.resetOtherTabsFetchState)({
                 refreshViewInBackground,
                 tabs: transactionsViewState_1.TRANSACTIONS_TABS.filter((tab) => selectedTab !== tab),

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts

@@ -2,8 +2,8 @@ import { ID } from '../../../commonStateTypes/common';
 import { AccountBase } from '../../../entity/account/accountState';
 import { UncategorizedAccountTypes } from '../../../entity/account/accountState';
 import { ClassBase } from '../../../entity/class/classState';
-import { Entity } from '../../../entity/genericEntity/entity';
 import { ProjectBase } from '../../../entity/project/projectState';
+import { Entity } from '../../../entity/genericEntity/entity';
 import { RecommendationWithCOTByLineId } from '../../../entity/transaction/stateTypes/transaction';
 import { SupportedTransactionPayload, SupportedTransactionWithCOT } from '../../../entity/transaction/transactionState';
 import { UncategorizedAccounts } from '../../accountList/accountListSelector';
@@ -27,7 +27,6 @@ export declare const removeTransactionFromTabView: (tabView: TransactionsTabView
  */
 export declare const filterAutoTabLineItems: (tabView: TransactionsTabViewState, transactionId: ID, updatedTransaction: SupportedTransactionWithCOT) => void;
 export declare const MAX_SELECTION_LIMIT = 5;
-export declare const shouldAutoSelectAndAdd: (transaction: SupportedTransactionWithCOT, localData: TransactionReviewLocalData, selectedCheckBoxTransactionIds: ID[], uncategorizedAccounts: UncategorizedAccounts, isUncategorizedExpenseCategoryEnabled?: boolean, isAccountingClassesEnabled?: boolean) => boolean;
 export declare const toTransactionDetailLocalData: (transaction: SupportedTransactionWithCOT, selectedTab: TransactionsTab, lineItemsByTransactionIds: string[], uncategorizedIncomeExpense: UncategorizedAccounts, isUncategorizedExpenseCategoryEnabled?: boolean) => TransactionReviewLocalData;
 export declare const toSetAllLineItemsToCategoryClass: (draft: TransactionsTabViewState, transaction: SupportedTransactionWithCOT, transactionId: ID, transactionLineId: ID, transactionDetailLocalData: TransactionReviewLocalData, updatedItem: "category" | "class" | "project", uncategorizedAccounts: UncategorizedAccounts, selectedTab: TransactionsTab, vendorId?: ID, customerId?: ID, selectedAccount?: AccountBase, selectedClassBase?: ClassBase, selectedProjectBase?: ProjectBase, isUncategorizedExpenseCategoryEnabled?: boolean, isAccountingClassesEnabled?: boolean) => {
     localData: TransactionReviewLocalData;

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.hasTransactionLocalDataChanges = exports.isAnyItemWithUncategorizedExpenseAccount = exports.getSnackbarMessageForTransactionReview = exports.mergeTabSpecificLineItems = exports.getLineItemsByTransactionIdsFromLocalData = exports.getLineItemsByTransactionsIdsFromResponse = exports.checkIfAllLineItemsAreCategoryClassFilled = exports.setEntityRecommendationForLineIdInLocalData = exports.toSetAllLineItemsToCategoryClass = exports.toTransactionDetailLocalData = exports.shouldAutoSelectAndAdd = exports.MAX_SELECTION_LIMIT = exports.filterAutoTabLineItems = exports.removeTransactionFromTabView = exports.getPendingReviewLineIdsFromTransaction = void 0;
+exports.hasTransactionLocalDataChanges = exports.isAnyItemWithUncategorizedExpenseAccount = exports.getSnackbarMessageForTransactionReview = exports.mergeTabSpecificLineItems = exports.getLineItemsByTransactionIdsFromLocalData = exports.getLineItemsByTransactionsIdsFromResponse = exports.checkIfAllLineItemsAreCategoryClassFilled = exports.setEntityRecommendationForLineIdInLocalData = exports.toSetAllLineItemsToCategoryClass = exports.toTransactionDetailLocalData = exports.MAX_SELECTION_LIMIT = exports.filterAutoTabLineItems = exports.removeTransactionFromTabView = exports.getPendingReviewLineIdsFromTransaction = void 0;
 const vendorTransaction_1 = require("../../../entity/transaction/stateTypes/vendorTransaction");
 const transactionDetailLocalDataHelper_1 = require("../../transactionDetail/transactionDetailLocalDataHelper");
 const transactionDetailLocalDataHelper_2 = require("../../transactionDetail/transactionDetailLocalDataHelper");
@@ -65,23 +65,6 @@ const filterAutoTabLineItems = (tabView, transactionId, updatedTransaction) => {
 };
 exports.filterAutoTabLineItems = filterAutoTabLineItems;
 exports.MAX_SELECTION_LIMIT = 5;
-// Returns true when the transaction should be auto-added to the
-// selectedCheckBoxTransactionIds list after a categorization-related
-// state mutation: all line items are filled, the selection limit has
-// not been hit, and the id isn't already in the list. Consolidates the
-// triplet that was inlined at four sites (updateSelectedCustomer/Vendor,
-// setAllItemsToCategoryClassInLocalDataForCategorization, and
-// setEntityRecommendationForLineIdInLocalData below).
-const shouldAutoSelectAndAdd = (transaction, localData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) => {
-    if (selectedCheckBoxTransactionIds.includes(transaction.id)) {
-        return false;
-    }
-    if (selectedCheckBoxTransactionIds.length >= exports.MAX_SELECTION_LIMIT) {
-        return false;
-    }
-    return (0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, localData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
-};
-exports.shouldAutoSelectAndAdd = shouldAutoSelectAndAdd;
 const toTransactionDetailLocalData = (transaction, selectedTab, lineItemsByTransactionIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled) => {
     const transactionLocal = {
         ...transactionsViewState_1.initialSupportedTransactionCategorization.transactionReviewLocalData,
@@ -569,14 +552,10 @@ const setEntityRecommendationForLineIdInLocalData = (draft, transaction, transac
         selectedEntity: transactionDetailLocalData.selectedEntity,
         tabSpecificLineItems: transactionDetailLocalData.tabSpecificLineItems,
     };
-    // Auto-uncheck if not all line items are filled (the row's
-    // category/class became stale after the entity update). Otherwise
-    // route through shouldAutoSelectAndAdd so the MAX_SELECTION_LIMIT
-    // gate is consistently applied across all auto-add sites.
     if (!(0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, newLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
         selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter((id) => id !== transaction.id);
     }
-    else if ((0, exports.shouldAutoSelectAndAdd)(transaction, newLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
+    else if (selectedCheckBoxTransactionIds.includes(transaction.id) === false) {
         selectedCheckBoxTransactionIds.push(transaction.id);
     }
     draft.selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds;

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

@@ -2,7 +2,6 @@ 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;
@@ -12,32 +11,12 @@ 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;
     query: TransactionCategorizationQueryPayload;
     total_count: number;
     transactions: SupportedTransactionPayload[];
-    /**
-     * Count of transactions for the entire parent tab (Review or Completed),
-     * regardless of which sub-tab the listing was scoped to. Used solely to
-     * drive the parent tab badge counts on the UI; pagination, list-level
-     * counts, and sub-tab chips continue to consume {@link total_count}.
-     *
-     * Optional at the wire boundary so that any version-skew scenario
-     * (delayed BE rollout, cached SW response, hotfix without the BE change)
-     * deserializes cleanly. Consumers are expected to fall back to
-     * {@link total_count} when this is absent — see
-     * `fetchTransactionCategorizationEpic` for the canonical fallback.
-     */
-    parent_tab_total_count?: number;
 }
 export type TransactionCategorizationResponse = ZeniAPIResponse<TransactionCategorizationPayload>;
 export interface EntityRelatedUpdatesPayload {

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

@@ -6,8 +6,7 @@ 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 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';
+import { type BatchDetails, type BatchListItem, type BatchStatus, type BulkUploadResultsTab, type BulkUploadSortKey, type BulkUploadState, type CompletedSubTab, 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/missingReceiptsViewReducer.js

@@ -5,7 +5,6 @@ exports.fetchCompletedTransactions = exports.acknowledgeBulkUploadConfirmMatchCo
 exports.fetchCompletedTransactionsFailure = exports.fetchCompletedTransactionsSuccess = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
-const completedSubTab_1 = require("../types/completedSubTab");
 const missingReceiptsViewState_1 = require("../types/missingReceiptsViewState");
 const getCompletedTransactionsCacheKey = (periodId, sortKey, sortOrder, subTab) => {
     const sortKeyPart = sortKey ?? 'none';
@@ -20,7 +19,7 @@ exports.initialBulkUploadState = {
     batchListByPeriod: {},
     batchListFetchState: { fetchState: 'Not-Started', error: undefined },
     batchStatusById: {},
-    completedSubTab: completedSubTab_1.DEFAULT_COMPLETED_SUB_TAB,
+    completedSubTab: 'all',
     completedTransactionsByPeriod: {},
     confirmMatchStatus: { fetchState: 'Not-Started', error: undefined },
     currentBatchId: undefined,

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

@@ -4,9 +4,9 @@ import { MonthYearPeriod, TimePeriod } from '../../../commonStateTypes/timePerio
 import { PageToken } from '../../../commonStateTypes/viewAndReport/viewAndReport';
 import { AccountBase } from '../../../entity/account/accountState';
 import { ClassBase } from '../../../entity/class/classState';
+import { ProjectBase } from '../../../entity/project/projectState';
 import { CustomerBase } from '../../../entity/customer/customerState';
 import { Entity } from '../../../entity/genericEntity/entity';
-import { ProjectBase } from '../../../entity/project/projectState';
 import { RecommendationWithCOTByLineId, TransactionID } from '../../../entity/transaction/stateTypes/transaction';
 import { SupportedTransaction, SupportedTransactionPayload, SupportedTransactionWithCOT } from '../../../entity/transaction/transactionState';
 import { VendorBase } from '../../../entity/vendor/vendorState';
@@ -14,7 +14,6 @@ import { ZeniAPIStatus } from '../../../responsePayload';
 import { UncategorizedAccounts } from '../../accountList/accountListSelector';
 import { UpdateTransactionCategorizationResponsePayload } from '../payload/transactionCategorizationPayload';
 import { SupportedTransactionCategorization, TransactionSaveUpdates, TransactionsTab, TransactionsTabViewState, TransactionsViewState, TransactionsViewUIState } from '../types/transactionsViewState';
-import { TransactionFilters } from '../transactionFilterHelpers';
 export declare const initialTransactionTabViewState: TransactionsTabViewState;
 export declare const initialState: TransactionsViewState;
 export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", period: TimePeriod, cacheOverride?: any, keepExistingListItems?: any, searchString?: string | undefined, pageToken?: PageToken | undefined, refreshViewInBackground?: any, resetListItems?: boolean | undefined, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
@@ -30,10 +29,7 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
 }, "expenseAutomationTransactionsView/fetchTransactionCategorization", never, never>, updateTransactionCategorizationUIState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     selectedTab: TransactionsTab;
     uiState: Partial<TransactionsViewUIState>;
-}, "expenseAutomationTransactionsView/updateTransactionCategorizationUIState">, updateTransactionFilters: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
-    filters: TransactionFilters;
-    selectedTab: TransactionsTab;
-}, "expenseAutomationTransactionsView/updateTransactionFilters">, initializeTransactionCategorizationViewLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionIds: string[], selectedPeriod: MonthYearPeriod, keepExistingListItems: any, pageToken: PageToken, totalCount: number, lineItemsByTransactionIds: Record<string, string[]>, refreshViewInBackground?: any, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
+}, "expenseAutomationTransactionsView/updateTransactionCategorizationUIState">, initializeTransactionCategorizationViewLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionIds: string[], selectedPeriod: MonthYearPeriod, keepExistingListItems: any, pageToken: PageToken, totalCount: number, lineItemsByTransactionIds: Record<string, string[]>, refreshViewInBackground?: any, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
     selectedTab: "review" | "autoCategorized";
     transactionIds: string[];
     selectedPeriod: MonthYearPeriod;
@@ -69,9 +65,7 @@ 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>, 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], {
+}, "expenseAutomationTransactionsView/updateCurrentSelectedTransactionCategorizationTab", 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;
@@ -126,11 +120,7 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
     selectedPeriod: MonthYearPeriod;
     selectedTab: TransactionsTab;
     totalCount: number;
-}, "expenseAutomationTransactionsView/updateTotalCountForTransactionCategorization">, updateParentTotalCountForTab: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
-    parentTotalCount: number;
-    selectedPeriod: MonthYearPeriod;
-    selectedTab: TransactionsTab;
-}, "expenseAutomationTransactionsView/updateParentTotalCountForTab">, fetchTransactionCategorizationSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "expenseAutomationTransactionsView/updateTotalCountForTransactionCategorization">, fetchTransactionCategorizationSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     selectedTab: TransactionsTab;
     status: ZeniAPIStatus;
     refreshViewInBackground?: boolean;
@@ -161,20 +151,7 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
     uncategorizedAccounts: UncategorizedAccounts;
     isAccountingClassesEnabled: boolean | undefined;
     isUncategorizedExpenseCategoryEnabled: boolean | undefined;
-}, "expenseAutomationTransactionsView/setEntityRecommendationForLineIdsForCategorization", never, never>, markCategoryClassRecommendationsInProgressForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: TransactionID, lineIds: string[]], {
-    selectedTab: "review" | "autoCategorized";
-    transactionId: TransactionID;
-    lineIds: string[];
-}, "expenseAutomationTransactionsView/markCategoryClassRecommendationsInProgressForCategorization", never, never>, markCategoryClassRecommendationsCompletedForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: TransactionID, lineIds: string[]], {
-    selectedTab: "review" | "autoCategorized";
-    transactionId: TransactionID;
-    lineIds: string[];
-}, "expenseAutomationTransactionsView/markCategoryClassRecommendationsCompletedForCategorization", never, never>, markCategoryClassRecommendationsFailureForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: TransactionID, lineIds: string[], error: ZeniAPIStatus<Record<string, unknown>>], {
-    selectedTab: "review" | "autoCategorized";
-    transactionId: TransactionID;
-    lineIds: string[];
-    error: ZeniAPIStatus<Record<string, unknown>>;
-}, "expenseAutomationTransactionsView/markCategoryClassRecommendationsFailureForCategorization", never, never>, updateSelectedTransactionId: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "expenseAutomationTransactionsView/setEntityRecommendationForLineIdsForCategorization", never, never>, updateSelectedTransactionId: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     lineId: ID;
     selectedTab: TransactionsTab;
     transactionId: ID;