@zeniai/client-epic-state 5.0.78 → 5.0.79

package/lib/esm/reducer.js

@@ -4,7 +4,6 @@ import accountGroup, { initialState as initialAccountGroupState, } from './entit
 import accountRecon, { initialState as initialAccountReconState, } from './entity/accountRecon/accountReconReducer';
 import address, { initialState as initialAddressState, } from './entity/address/addressReducer';
 import aiAccountantCustomer, { initialAiAccountantCustomerState, } from './entity/aiAccountantCustomer/aiAccountantCustomerReducer';
-import creditAgentEntity, { initialCreditAgentEntityState, } from './entity/creditAgent/creditAgentReducer';
 import aiCfo, { initialAiCfoState } from './entity/aiCfo/aiCfoReducer';
 import approvalRule, { initialState as initialApprovalRuleState, } from './entity/approvalRule/approvalRuleReducer';
 import bankAccount, { initialState as initialBankAccountState, } from './entity/bankAccount/bankAccountReducer';
@@ -20,6 +19,7 @@ import company, { initialState as initialCompanyState, } from './entity/company/
 import companyHealthMetric, { initialState as initialCompanyHealthMetricState, } from './entity/companyHealthMetric/companyHealthMetricReducer';
 import connectedAccount, { initialState as initialConnectedAccountState, } from './entity/connectedAccount/connectedAccountReducer';
 import countryList, { initialState as initialCountryListState, } from './entity/countryList/countryListReducer';
+import creditAgentEntity, { initialCreditAgentEntityState, } from './entity/creditAgent/creditAgentReducer';
 import currency, { initialState as initialCurrencyState, } from './entity/currency/currencyReducer';
 import customer, { initialState as initialCustomerState, } from './entity/customer/customerReducer';
 import customerIncome, { initialState as initialCustomerIncomeState, } from './entity/customerIncome/customerIncomeTrendReducer';
@@ -107,9 +107,9 @@ import expenseAutomationJESchedulesView, { initialState as initialExpenseAutomat
 import expenseAutomationMissingReceiptsView, { initialState as initialExpenseAutomationMissingReceiptsViewState, } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
 import expenseAutomationReconciliationView, { initialState as initialExpenseAutomationReconciliationViewState, } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
 import expenseAutomationTransactionsView, { initialState as initialExpenseAutomationTransactionsViewState, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
+import featureNotificationView, { initialState as initialFeatureNotificationViewState, } from './view/featureNotificationView/featureNotificationViewReducer';
 import fileView from './view/fileView/fileViewReducer';
 import { initialFileViewState, } from './view/fileView/fileViewState';
-import featureNotificationView, { initialState as initialFeatureNotificationViewState, } from './view/featureNotificationView/featureNotificationViewReducer';
 import financeStatement, { initialFinanceStatementState, } from './view/financeStatement/financeStatementReducer';
 import forecastList, { initialState as initialForecastListState, } from './view/forecastList/forecastListReducer';
 import globalMerchantAutoComplete, { initialState as initialGlobalMerchantAutoCompleteState, } from './view/globalMerchantView/globalMerchantAutoCompleteView/globalMerchantAutoCompleteViewReducer';

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

@@ -7,9 +7,7 @@ import { fetchAiAccountantCustomers, updateAiAccountantCustomers, updateAiAccoun
 export const fetchAiAccountantCustomersEpic = (actions$, _, zeniAPI) => actions$.pipe(filter(fetchAiAccountantCustomers.match), switchMap(() => {
     const base = `${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels`;
     const url = `${base}/ai-accountant/customers`;
-    return zeniAPI
-        .getJSON(url)
-        .pipe(mergeMap((response) => {
+    return zeniAPI.getJSON(url).pipe(mergeMap((response) => {
         if (isSuccessResponse(response)) {
             const customers = response.data?.customers ?? [];
             const users = response.data?.users ?? [];
@@ -22,6 +20,5 @@ export const fetchAiAccountantCustomersEpic = (actions$, _, zeniAPI) => actions$
         else {
             return of(updateAiAccountantCustomersFailure(response.status));
         }
-    }), catchError((error) => of(updateAiAccountantCustomersFailure(createZeniAPIStatus('Unexpected error', 'AI Accountant customers fetch failed: ' +
-        JSON.stringify(error))))));
+    }), catchError((error) => of(updateAiAccountantCustomersFailure(createZeniAPIStatus('Unexpected error', 'AI Accountant customers fetch failed: ' + JSON.stringify(error))))));
 }));

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

@@ -20,9 +20,7 @@ export const fetchAiAccountantJobsEpic = (actions$, state$, zeniAPI) => actions$
     }
     const base = `${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels`;
     const url = `${base}/ai-accountant/jobs?${params.toString()}`;
-    return zeniAPI
-        .getJSON(url)
-        .pipe(mergeMap((response) => {
+    return zeniAPI.getJSON(url).pipe(mergeMap((response) => {
         if (isSuccessResponse(response)) {
             const jobs = response.data?.jobs ?? [];
             const users = response.data?.users ?? [];
@@ -41,7 +39,6 @@ export const fetchAiAccountantJobsEpic = (actions$, state$, zeniAPI) => actions$
         }
     }), catchError((error) => of(updateAiAccountantJobsFailure({
         tenantId,
-        error: createZeniAPIStatus('Unexpected error', 'AI Accountant jobs fetch failed: ' +
-            JSON.stringify(error)),
+        error: createZeniAPIStatus('Unexpected error', 'AI Accountant jobs fetch failed: ' + JSON.stringify(error)),
     }))));
 }));

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

@@ -51,7 +51,10 @@ export const triggerAiAccountantJobEpic = (actions$, state$, zeniAPI) => actions
             messageText: 'failed',
             type: 'error',
             variables: [
-                { variableName: '__reason__', variableValue: 'Unexpected error' },
+                {
+                    variableName: '__reason__',
+                    variableValue: 'Unexpected error',
+                },
             ],
         }),
     ])));

package/lib/esm/view/companyHealthMetricView/companyHealthMetricViewSelector.js

@@ -291,7 +291,7 @@ 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/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/companyView/helpers/cockpitHelpers.js

@@ -48,7 +48,7 @@ export const filterCompanyOnCategoriesWithSingleValue = (categoryValue, currentF
         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/esm/view/companyView/selector/companyManagementViewSelector.js

@@ -150,7 +150,7 @@ 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/esm/view/companyView/selector/companyPortfolioViewSelector.js

@@ -116,7 +116,7 @@ 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/esm/view/creditAgentView/creditAgentViewReducer.js

@@ -13,10 +13,6 @@ function getOrCreateTenantView(draft, tenantId) {
     return draft.tenantViewByTenantId[tenantId];
 }
 export const initialCreditAgentViewState = {
-    access: {
-        fetchStatus: { fetchState: 'Not-Started' },
-        isAllowed: false,
-    },
     macro: {
         fetchStatus: { fetchState: 'Not-Started' },
         updateStatus: { fetchState: 'Not-Started' },
@@ -35,17 +31,6 @@ const creditAgentView = createSlice({
     name: 'creditAgentView',
     initialState: initialCreditAgentViewState,
     reducers: {
-        // ── Access ──
-        fetchCreditAgentAccess(draft) {
-            draft.access.fetchStatus = { fetchState: 'In-Progress' };
-        },
-        fetchCreditAgentAccessSuccess(draft, action) {
-            draft.access.fetchStatus = { fetchState: 'Completed' };
-            draft.access.isAllowed = action.payload;
-        },
-        fetchCreditAgentAccessFailure(draft, action) {
-            draft.access.fetchStatus = { fetchState: 'Error', error: action.payload };
-        },
         // ── Card Profiles (list-level fetch) ──
         fetchCardProfiles(draft) {
             draft.profilesFetchStatus = { fetchState: 'In-Progress' };
@@ -164,7 +149,7 @@ const creditAgentView = createSlice({
         },
     },
 });
-export const { fetchCreditAgentAccess, fetchCreditAgentAccessSuccess, fetchCreditAgentAccessFailure, scheduleTenantCreditScoreCron, scheduleTenantCreditScoreCronSuccess, scheduleTenantCreditScoreCronFailure, fetchCreditAgentMacro, fetchCreditAgentMacroSuccess, fetchCreditAgentMacroFailure, saveCreditAgentMacro, saveCreditAgentMacroSuccess, saveCreditAgentMacroFailure, resetSaveMacroState, fetchCardProfiles, fetchCardProfilesSuccess, fetchCardProfilesFailure, updateCardProfile, updateCardProfileSuccess, updateCardProfileFailure, updateCreditAgentUIState, clearCreditAgentView, } = creditAgentView.actions;
+export const { scheduleTenantCreditScoreCron, scheduleTenantCreditScoreCronSuccess, scheduleTenantCreditScoreCronFailure, fetchCreditAgentMacro, fetchCreditAgentMacroSuccess, fetchCreditAgentMacroFailure, saveCreditAgentMacro, saveCreditAgentMacroSuccess, saveCreditAgentMacroFailure, resetSaveMacroState, fetchCardProfiles, fetchCardProfilesSuccess, fetchCardProfilesFailure, updateCardProfile, updateCardProfileSuccess, updateCardProfileFailure, updateCreditAgentUIState, clearCreditAgentView, } = creditAgentView.actions;
 export { initialCreditAgentViewState as initialState };
 export default creditAgentView.reducer;
 // ── Helpers ──

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 { 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';
+import { toBatchListItem, } from '../../payload/missingReceiptsPayload';
+import { fetchBulkUploadBatches, fetchBulkUploadBatchesFailure, fetchBulkUploadBatchesSuccess, } from '../../reducers/missingReceiptsViewReducer';
 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

@@ -5,6 +5,7 @@ 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;
@@ -39,7 +40,7 @@ export const fetchCompletedTransactionsEpic = (actions$, state$, zeniAPI) => act
     if (sortOrder != null) {
         queryPayload.sort_order = sortOrder === 'ascending' ? 'asc' : 'desc';
     }
-    if (completedSubTab !== 'all') {
+    if (completedSubTab !== DEFAULT_COMPLETED_SUB_TAB) {
         queryPayload.match_type = completedSubTab;
     }
     const encodedQuery = encodeURIComponent(JSON.stringify(queryPayload));

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 { 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';
+import { isBatchDetailsStatusPendingOrProcessing, toBatchListItem, } from '../../payload/missingReceiptsPayload';
+import { fetchBulkUploadBatchesSuccess, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, } from '../../reducers/missingReceiptsViewReducer';
 /**
  * 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
@@ -49,10 +49,12 @@ 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

@@ -2,10 +2,11 @@ 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'`)
@@ -46,6 +47,11 @@ 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/transactionCategorization/fetchTransactionCategorizationEpic.js

@@ -5,7 +5,8 @@ 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, updateTotalCountForTransactionCategorization, updateTransactionCategorizationUIState, } from '../../reducers/transactionsViewReducer';
+import { fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationSuccess, initializeTransactionCategorizationViewLocalData, resetOtherTabsFetchState, updateParentTotalCountForTab, updateTotalCountForTransactionCategorization, updateTransactionCategorizationUIState, } from '../../reducers/transactionsViewReducer';
+import { DEFAULT_COMPLETED_SUB_TAB } from '../../types/completedSubTab';
 import { TRANSACTIONS_TABS, toTransactionsSortKey, } from '../../types/transactionsViewState';
 export const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchTransactionCategorization.match), switchMap((action) => {
     const { expenseAutomationViewState: { selectedPeriodByTenantId }, expenseAutomationTransactionsViewState, } = state$.value;
@@ -23,6 +24,9 @@ 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))}`)
@@ -45,6 +49,12 @@ 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/helpers/transactionCategorizationLocalDataHelper.js

@@ -59,6 +59,22 @@ export const filterAutoTabLineItems = (tabView, transactionId, updatedTransactio
     }
 };
 export const 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).
+export const shouldAutoSelectAndAdd = (transaction, localData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) => {
+    if (selectedCheckBoxTransactionIds.includes(transaction.id)) {
+        return false;
+    }
+    if (selectedCheckBoxTransactionIds.length >= MAX_SELECTION_LIMIT) {
+        return false;
+    }
+    return checkIfAllLineItemsAreCategoryClassFilled(transaction, localData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
+};
 export const toTransactionDetailLocalData = (transaction, selectedTab, lineItemsByTransactionIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled) => {
     const transactionLocal = {
         ...initialSupportedTransactionCategorization.transactionReviewLocalData,
@@ -544,10 +560,14 @@ export const setEntityRecommendationForLineIdInLocalData = (draft, transaction,
         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 (!checkIfAllLineItemsAreCategoryClassFilled(transaction, newLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
         selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter((id) => id !== transaction.id);
     }
-    else if (selectedCheckBoxTransactionIds.includes(transaction.id) === false) {
+    else if (shouldAutoSelectAndAdd(transaction, newLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
         selectedCheckBoxTransactionIds.push(transaction.id);
     }
     draft.selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds;

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

@@ -1,5 +1,6 @@
 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';
@@ -13,7 +14,7 @@ export const initialBulkUploadState = {
     batchListByPeriod: {},
     batchListFetchState: { fetchState: 'Not-Started', error: undefined },
     batchStatusById: {},
-    completedSubTab: 'all',
+    completedSubTab: DEFAULT_COMPLETED_SUB_TAB,
     completedTransactionsByPeriod: {},
     confirmMatchStatus: { fetchState: 'Not-Started', error: undefined },
     currentBatchId: undefined,