@zeniai/client-epic-state 5.1.15 → 5.1.16-betaRD2

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

@@ -42,7 +42,7 @@ const tenantSelector = createSelector(getTenantsByCheckInDateSelector, getCurren
 export const getDashboard = createSelector(tenantSelector, getCardBalance, getCashBalance, getOperatingExpensesForLast5Periods, getRevenueForLast4Periods, getTop6Expenses, getNetBurnOrIncomeForLast4Periods, getNetBurnOrIncomeStoryCard, getCashPositionLast5Periods, getCashInCashOutLast4Periods, getInsights, getCompanyPassportView, getTasksCardReport, getBillPayCardReport, getReimbursementCardReport, apAgingSelector, arAgingSelector, getZeniAccountsPromoCard, getRewardsPlanCard, getDashboardCardsOrdered, (state) => {
     const currentTenant = getCurrentTenant(state);
     return getMonthEndCloseChecksViewByTenantId(state, currentTenant.tenantId);
-}, (state) => state.tenantState, (_state, additionalExcludedReports) => additionalExcludedReports, (_state, _additionalExcludedReports, signedInUser) => signedInUser, (_state, _excluded, _signedInUser, isExpenseAutomationFeatureEnabledV2) => isExpenseAutomationFeatureEnabledV2, (_state, _excluded, _signedInUser, _enabledV2, isExpenseAutomationFeatureEnabled) => isExpenseAutomationFeatureEnabled, (_state, _excluded, _signedInUser, _enabledV2, _enabled, isTreasuryFeatureEnabled) => isTreasuryFeatureEnabled, (state) => state.dashboardState.isTreasuryVideoClosed, (tenants, cardBalance, cashBalance, opEx, revenue, topEx, netBurnOrIncome, netBurnOrIncomeStoryCard, cashPosition, cashInCashOut, insightsView, companyPassportView, tasksCard, billPayCard, reimbursementCard, apAgingReport, arAgingReport, zeniAccountsPromoCard, rewardsPlanCard, cards, monthEndCloseChecksView, tenantState, additionalExcludedReports, signedInUser, isExpenseAutomationFeatureEnabledV2, isExpenseAutomationFeatureEnabled, isTreasuryFeatureEnabled, isTreasuryVideoClosed) => {
+}, (state) => state.tenantState, (_state, additionalExcludedReports) => additionalExcludedReports, (_state, _additionalExcludedReports, signedInUser) => signedInUser, (_state, _excluded, _signedInUser, isExpenseAutomationFeatureEnabledV2) => isExpenseAutomationFeatureEnabledV2, (_state, _excluded, _signedInUser, _enabledV2, isExpenseAutomationFeatureEnabled) => isExpenseAutomationFeatureEnabled, (state) => state.dashboardState.isTreasuryVideoClosed, (tenants, cardBalance, cashBalance, opEx, revenue, topEx, netBurnOrIncome, netBurnOrIncomeStoryCard, cashPosition, cashInCashOut, insightsView, companyPassportView, tasksCard, billPayCard, reimbursementCard, apAgingReport, arAgingReport, zeniAccountsPromoCard, rewardsPlanCard, cards, monthEndCloseChecksView, tenantState, additionalExcludedReports, signedInUser, isExpenseAutomationFeatureEnabledV2, isExpenseAutomationFeatureEnabled, isTreasuryVideoClosed) => {
     const isReimbursementFeatureEnabled = tenants.currentTenant.company?.featuresActivationInfo
         .isReimbursementFeatureEnabled;
     const isBillPayFeatureEnabled = tenants.currentTenant.company?.featuresActivationInfo
@@ -153,23 +153,10 @@ export const getDashboard = createSelector(tenantSelector, getCardBalance, getCa
         cardsToRemove.add('bill_pay_card');
         cardsToRemove.add('reimbursement_card');
     }
-    const showZeniAccountsPromoCard = zeniAccountsPromoCard.isShowDepositAccountsPromo === true;
-    if (showZeniAccountsPromoCard) {
-        cardsToRemove.add('bill_pay_promo_card');
-        cardsToRemove.add('reimbursement_promo_card');
-    }
-    else {
-        cardsToRemove.add('zeni_accounts_promo_card');
-    }
-    // remove treasury promo card if its already enabled
-    const isTreasuryTOSAccepted = tenants.currentTenant.companyTreasuryInfo?.info?.isTreasuryTOSAccepted;
-    if (isTreasuryTOSAccepted === true || isTreasuryFeatureEnabled === false) {
-        cardsToRemove.add('treasury_promo_card');
-    }
-    // More than one promo card can't be shown on the dashboard (priority: Treasury > Accounts > Bill > Remi).
+    cardsToRemove.add('zeni_accounts_promo_card');
+    cardsToRemove.add('treasury_promo_card');
+    // More than one promo card can't be shown on the dashboard (priority: Bill > Remi).
     const PROMO_CARD_PRIORITY_ORDER = [
-        'treasury_promo_card',
-        'zeni_accounts_promo_card',
         'bill_pay_promo_card',
         'reimbursement_promo_card',
     ];

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

@@ -1,5 +1,5 @@
 import { from, of } from 'rxjs';
-import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { catchError, filter, groupBy, mergeMap, switchMap } from 'rxjs/operators';
 import { toString } from '../../../../commonStateTypes/timePeriod';
 import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
 import { updateTransactions } from '../../../../entity/transaction/transactionReducer';
@@ -8,7 +8,10 @@ import { getLineItemsByTransactionsIdsFromResponse } from '../../helpers/transac
 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$.pipe(filter(fetchTransactionCategorization.match), switchMap((action) => {
+export const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchTransactionCategorization.match), 
+// Per-tab switchMap: cancels in-flight requests for the same tab on a new
+// request, but allows both tabs to fetch concurrently (e.g. dual search).
+groupBy((action) => action.payload.selectedTab), mergeMap((group$) => group$.pipe(switchMap((action) => {
     const { expenseAutomationViewState: { selectedPeriodByTenantId }, expenseAutomationTransactionsViewState, } = state$.value;
     const { period, keepExistingListItems, selectedTab, refreshViewInBackground, } = action.payload;
     const uiState = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTab].uiState;
@@ -24,6 +27,10 @@ export const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) =>
         page_token: pageToken,
         page_size: 25,
         search_text: uiState.searchString,
+        // Always scope to the active tab's auto_categorized status;
+        // cross-status search (omit or true) is reserved for Receipts
+        // manual-match.
+        search_all_statuses: false,
         sub_tab: selectedTab === 'autoCategorized'
             ? expenseAutomationTransactionsViewState.selectedTransactionCategorizationCompletedSubTab
             : DEFAULT_COMPLETED_SUB_TAB,
@@ -79,4 +86,4 @@ export const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) =>
         status: createZeniAPIStatus('Unexpected Error', 'fetch Transaction Categorization REST API call errored out' +
             JSON.stringify(error)),
     }))));
-}));
+}))));

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

@@ -7,6 +7,7 @@ import { fetchClassList } from '../../../classList/classListReducer';
 import { fetchOwnerList } from '../../../ownerList/ownerListReducer';
 import { fetchProjectList } from '../../../projectList/projectListReducer';
 import { fetchTransactionCategorization, fetchTransactionCategorizationView, } from '../../reducers/transactionsViewReducer';
+import { TRANSACTIONS_TABS } from '../../types/transactionsViewState';
 export const fetchTransactionCategorizationViewEpic = (actions$, state$) => actions$.pipe(filter(fetchTransactionCategorizationView.match), mergeMap((action) => {
     const { selectedTab, cacheOverride, keepExistingListItems, pageToken, period, refreshViewInBackground, searchString, resetListItems, isUncategorizedExpenseCategoryEnabled, } = action.payload;
     const updateActions = [];
@@ -44,5 +45,20 @@ export const fetchTransactionCategorizationViewEpic = (actions$, state$) => acti
         transactionIds.length === 0) {
         updateActions.push(fetchTransactionCategorization(selectedTab, period, cacheOverride, keepExistingListItems, searchString, pageToken, refreshViewInBackground, resetListItems, isUncategorizedExpenseCategoryEnabled));
     }
+    // When search changes (searchString defined, including empty string to
+    // clear), also fetch every other tab so all tabs always reflect the same
+    // search query. Skip if the other tab already has this search string to
+    // avoid redundant requests on noop updates. cacheOverride=true bypasses
+    // the cache check; pageToken reset to undefined so the other tab starts
+    // from page 1; refreshViewInBackground=true because the user isn't
+    // looking at the other tab, so a silent background fetch is correct.
+    if (searchString !== undefined) {
+        TRANSACTIONS_TABS.filter((tab) => tab !== selectedTab).forEach((otherTab) => {
+            const otherTabSearchString = expenseAutomationTransactionsViewState.transactionCategorizationView[otherTab].uiState.searchString;
+            if (searchString !== otherTabSearchString) {
+                updateActions.push(fetchTransactionCategorization(otherTab, period, true, keepExistingListItems, searchString, undefined, true, true, isUncategorizedExpenseCategoryEnabled));
+            }
+        });
+    }
     return from(updateActions);
 }));

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

@@ -156,8 +156,12 @@ const expenseAutomationTransactionsView = createSlice({
                 }
                 draft.transactionCategorizationView[selectedTab].uiState.pageToken =
                     pageToken ?? null;
-                draft.transactionCategorizationView[selectedTab].uiState.searchString =
-                    searchString ?? '';
+                // Only overwrite when explicitly set; undefined means a non-search fetch
+                // (tab switch, period change) should preserve the existing search string.
+                if (searchString !== undefined) {
+                    draft.transactionCategorizationView[selectedTab].uiState.searchString =
+                        searchString;
+                }
                 draft.transactionCategorizationView[selectedTab].error = undefined;
                 // Reset list when we change the sort order and fetch list again
                 if (resetListItems === true) {
@@ -305,10 +309,12 @@ const expenseAutomationTransactionsView = createSlice({
             }
         },
         updateTransactionFilters(draft, action) {
-            const { selectedTab, filters } = action.payload;
-            // `filters` is non-nullable per the payload type, so no runtime
-            // null-check is needed — dropping it removes a dead defensive branch.
-            draft.transactionCategorizationView[selectedTab].filters = filters;
+            const { filters } = action.payload;
+            // Filters are tab-agnostic (payee/category/class/amount), so apply to
+            // all tabs so switching tabs after filtering shows consistent results.
+            TRANSACTIONS_TABS.forEach((tab) => {
+                draft.transactionCategorizationView[tab].filters = filters;
+            });
         },
         saveTransactionCategorization: {
             prepare(selectedTab, transactionIds, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled) {
@@ -660,18 +666,24 @@ const expenseAutomationTransactionsView = createSlice({
         resetOtherTabsFetchState(draft, action) {
             const { tabs, refreshViewInBackground } = action.payload;
             tabs.forEach((tab) => {
-                if (draft.transactionCategorizationView[tab].fetchState ===
-                    'In-Progress' ||
-                    refreshViewInBackground !== true) {
+                const tabFetchState = draft.transactionCategorizationView[tab].fetchState;
+                if (refreshViewInBackground !== true) {
+                    // Foreground fetch completed: mark other tabs as Completed.
                     draft.transactionCategorizationView[tab].fetchState = 'Completed';
                     draft.transactionCategorizationView[tab].error = undefined;
                 }
-                else {
+                else if (tabFetchState !== 'In-Progress') {
+                    // Background fetch completed: reset the other tab's refreshStatus,
+                    // but only when it is not mid-load. During a dual-search the active
+                    // tab has its own foreground fetch in flight — clobbering its
+                    // fetchState here would drop the skeleton and show an empty list.
                     draft.transactionCategorizationView[tab].refreshStatus = {
                         fetchState: 'Not-Started',
                         error: undefined,
                     };
                 }
+                // If tabFetchState === 'In-Progress' and refreshViewInBackground === true,
+                // leave the other tab's state untouched — it has its own active fetch.
             });
         },
         fetchTransactionCategorizationFailure(draft, action) {

package/lib/view/dashboard/dashboardSelector.d.ts

@@ -12,4 +12,4 @@ export interface DashboardReport extends SelectorReport {
     currentTenant?: Tenant;
 }
 export declare const getDashboard: (state: RootState, additionalExcludedReports: ReportID[], // used when reports are excluded through statsig
-signedInUser: LoggedInUser | undefined, isExpenseAutomationFeatureEnabledV2: boolean, isExpenseAutomationFeatureEnabled: boolean, isTreasuryFeatureEnabled: boolean) => DashboardReport;
+signedInUser: LoggedInUser | undefined, isExpenseAutomationFeatureEnabledV2: boolean, isExpenseAutomationFeatureEnabled: boolean) => DashboardReport;

package/lib/view/dashboard/dashboardSelector.js

@@ -45,7 +45,7 @@ const tenantSelector = (0, toolkit_1.createSelector)(tenantSelector_1.getTenants
 exports.getDashboard = (0, toolkit_1.createSelector)(tenantSelector, cardBalanceSelector_1.getCardBalance, cashBalanceSelector_1.getCashBalance, getOperatingExpensesForLast5Periods, getRevenueForLast4Periods, topExSelector_1.getTop6Expenses, getNetBurnOrIncomeForLast4Periods, getNetBurnOrIncomeStoryCard, getCashPositionLast5Periods, getCashInCashOutLast4Periods, insightsCardSelector_1.getInsights, companyPassportViewSelector_1.getCompanyPassportView, tasksCardSelector_1.getTasksCardReport, billPayCardSelector_1.getBillPayCardReport, reimbursementCardSelector_1.getReimbursementCardReport, apAgingSelector, arAgingSelector, zeniAccountsPromoCardSelector_1.getZeniAccountsPromoCard, referralSelector_1.getRewardsPlanCard, dashboardLayoutSelector_1.getDashboardCardsOrdered, (state) => {
     const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
     return (0, monthEndCloseChecksViewSelector_1.getMonthEndCloseChecksViewByTenantId)(state, currentTenant.tenantId);
-}, (state) => state.tenantState, (_state, additionalExcludedReports) => additionalExcludedReports, (_state, _additionalExcludedReports, signedInUser) => signedInUser, (_state, _excluded, _signedInUser, isExpenseAutomationFeatureEnabledV2) => isExpenseAutomationFeatureEnabledV2, (_state, _excluded, _signedInUser, _enabledV2, isExpenseAutomationFeatureEnabled) => isExpenseAutomationFeatureEnabled, (_state, _excluded, _signedInUser, _enabledV2, _enabled, isTreasuryFeatureEnabled) => isTreasuryFeatureEnabled, (state) => state.dashboardState.isTreasuryVideoClosed, (tenants, cardBalance, cashBalance, opEx, revenue, topEx, netBurnOrIncome, netBurnOrIncomeStoryCard, cashPosition, cashInCashOut, insightsView, companyPassportView, tasksCard, billPayCard, reimbursementCard, apAgingReport, arAgingReport, zeniAccountsPromoCard, rewardsPlanCard, cards, monthEndCloseChecksView, tenantState, additionalExcludedReports, signedInUser, isExpenseAutomationFeatureEnabledV2, isExpenseAutomationFeatureEnabled, isTreasuryFeatureEnabled, isTreasuryVideoClosed) => {
+}, (state) => state.tenantState, (_state, additionalExcludedReports) => additionalExcludedReports, (_state, _additionalExcludedReports, signedInUser) => signedInUser, (_state, _excluded, _signedInUser, isExpenseAutomationFeatureEnabledV2) => isExpenseAutomationFeatureEnabledV2, (_state, _excluded, _signedInUser, _enabledV2, isExpenseAutomationFeatureEnabled) => isExpenseAutomationFeatureEnabled, (state) => state.dashboardState.isTreasuryVideoClosed, (tenants, cardBalance, cashBalance, opEx, revenue, topEx, netBurnOrIncome, netBurnOrIncomeStoryCard, cashPosition, cashInCashOut, insightsView, companyPassportView, tasksCard, billPayCard, reimbursementCard, apAgingReport, arAgingReport, zeniAccountsPromoCard, rewardsPlanCard, cards, monthEndCloseChecksView, tenantState, additionalExcludedReports, signedInUser, isExpenseAutomationFeatureEnabledV2, isExpenseAutomationFeatureEnabled, isTreasuryVideoClosed) => {
     const isReimbursementFeatureEnabled = tenants.currentTenant.company?.featuresActivationInfo
         .isReimbursementFeatureEnabled;
     const isBillPayFeatureEnabled = tenants.currentTenant.company?.featuresActivationInfo
@@ -156,23 +156,10 @@ exports.getDashboard = (0, toolkit_1.createSelector)(tenantSelector, cardBalance
         cardsToRemove.add('bill_pay_card');
         cardsToRemove.add('reimbursement_card');
     }
-    const showZeniAccountsPromoCard = zeniAccountsPromoCard.isShowDepositAccountsPromo === true;
-    if (showZeniAccountsPromoCard) {
-        cardsToRemove.add('bill_pay_promo_card');
-        cardsToRemove.add('reimbursement_promo_card');
-    }
-    else {
-        cardsToRemove.add('zeni_accounts_promo_card');
-    }
-    // remove treasury promo card if its already enabled
-    const isTreasuryTOSAccepted = tenants.currentTenant.companyTreasuryInfo?.info?.isTreasuryTOSAccepted;
-    if (isTreasuryTOSAccepted === true || isTreasuryFeatureEnabled === false) {
-        cardsToRemove.add('treasury_promo_card');
-    }
-    // More than one promo card can't be shown on the dashboard (priority: Treasury > Accounts > Bill > Remi).
+    cardsToRemove.add('zeni_accounts_promo_card');
+    cardsToRemove.add('treasury_promo_card');
+    // More than one promo card can't be shown on the dashboard (priority: Bill > Remi).
     const PROMO_CARD_PRIORITY_ORDER = [
-        'treasury_promo_card',
-        'zeni_accounts_promo_card',
         'bill_pay_promo_card',
         'reimbursement_promo_card',
     ];

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

@@ -11,7 +11,10 @@ const transactionCategorizationLocalDataHelper_1 = require("../../helpers/transa
 const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
 const completedSubTab_1 = require("../../types/completedSubTab");
 const transactionsViewState_1 = require("../../types/transactionsViewState");
-const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(transactionsViewReducer_1.fetchTransactionCategorization.match), (0, operators_1.switchMap)((action) => {
+const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(transactionsViewReducer_1.fetchTransactionCategorization.match), 
+// Per-tab switchMap: cancels in-flight requests for the same tab on a new
+// request, but allows both tabs to fetch concurrently (e.g. dual search).
+(0, operators_1.groupBy)((action) => action.payload.selectedTab), (0, operators_1.mergeMap)((group$) => group$.pipe((0, operators_1.switchMap)((action) => {
     const { expenseAutomationViewState: { selectedPeriodByTenantId }, expenseAutomationTransactionsViewState, } = state$.value;
     const { period, keepExistingListItems, selectedTab, refreshViewInBackground, } = action.payload;
     const uiState = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTab].uiState;
@@ -27,6 +30,10 @@ const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) => action
         page_token: pageToken,
         page_size: 25,
         search_text: uiState.searchString,
+        // Always scope to the active tab's auto_categorized status;
+        // cross-status search (omit or true) is reserved for Receipts
+        // manual-match.
+        search_all_statuses: false,
         sub_tab: selectedTab === 'autoCategorized'
             ? expenseAutomationTransactionsViewState.selectedTransactionCategorizationCompletedSubTab
             : completedSubTab_1.DEFAULT_COMPLETED_SUB_TAB,
@@ -82,5 +89,5 @@ const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) => action
         status: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'fetch Transaction Categorization REST API call errored out' +
             JSON.stringify(error)),
     }))));
-}));
+}))));
 exports.fetchTransactionCategorizationEpic = fetchTransactionCategorizationEpic;

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

@@ -10,6 +10,7 @@ const classListReducer_1 = require("../../../classList/classListReducer");
 const ownerListReducer_1 = require("../../../ownerList/ownerListReducer");
 const projectListReducer_1 = require("../../../projectList/projectListReducer");
 const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
+const transactionsViewState_1 = require("../../types/transactionsViewState");
 const fetchTransactionCategorizationViewEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(transactionsViewReducer_1.fetchTransactionCategorizationView.match), (0, operators_1.mergeMap)((action) => {
     const { selectedTab, cacheOverride, keepExistingListItems, pageToken, period, refreshViewInBackground, searchString, resetListItems, isUncategorizedExpenseCategoryEnabled, } = action.payload;
     const updateActions = [];
@@ -47,6 +48,21 @@ const fetchTransactionCategorizationViewEpic = (actions$, state$) => actions$.pi
         transactionIds.length === 0) {
         updateActions.push((0, transactionsViewReducer_1.fetchTransactionCategorization)(selectedTab, period, cacheOverride, keepExistingListItems, searchString, pageToken, refreshViewInBackground, resetListItems, isUncategorizedExpenseCategoryEnabled));
     }
+    // When search changes (searchString defined, including empty string to
+    // clear), also fetch every other tab so all tabs always reflect the same
+    // search query. Skip if the other tab already has this search string to
+    // avoid redundant requests on noop updates. cacheOverride=true bypasses
+    // the cache check; pageToken reset to undefined so the other tab starts
+    // from page 1; refreshViewInBackground=true because the user isn't
+    // looking at the other tab, so a silent background fetch is correct.
+    if (searchString !== undefined) {
+        transactionsViewState_1.TRANSACTIONS_TABS.filter((tab) => tab !== selectedTab).forEach((otherTab) => {
+            const otherTabSearchString = expenseAutomationTransactionsViewState.transactionCategorizationView[otherTab].uiState.searchString;
+            if (searchString !== otherTabSearchString) {
+                updateActions.push((0, transactionsViewReducer_1.fetchTransactionCategorization)(otherTab, period, true, keepExistingListItems, searchString, undefined, true, true, isUncategorizedExpenseCategoryEnabled));
+            }
+        });
+    }
     return (0, rxjs_1.from)(updateActions);
 }));
 exports.fetchTransactionCategorizationViewEpic = fetchTransactionCategorizationViewEpic;

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

@@ -19,6 +19,13 @@ export interface TransactionCategorizationQueryPayload {
      * on the backend.
      */
     sub_tab: CompletedSubTab;
+    /**
+     * When `false`, the backend scopes the search to the active tab's
+     * categorization status (respects `auto_categorized`). When `true` or
+     * omitted, the backend searches across all statuses — the legacy behaviour
+     * that the Receipts manual-match flow relies on.
+     */
+    search_all_statuses?: boolean;
 }
 export interface TransactionCategorizationPayload {
     next_page_token: string | null;

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

@@ -163,8 +163,12 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                 }
                 draft.transactionCategorizationView[selectedTab].uiState.pageToken =
                     pageToken ?? null;
-                draft.transactionCategorizationView[selectedTab].uiState.searchString =
-                    searchString ?? '';
+                // Only overwrite when explicitly set; undefined means a non-search fetch
+                // (tab switch, period change) should preserve the existing search string.
+                if (searchString !== undefined) {
+                    draft.transactionCategorizationView[selectedTab].uiState.searchString =
+                        searchString;
+                }
                 draft.transactionCategorizationView[selectedTab].error = undefined;
                 // Reset list when we change the sort order and fetch list again
                 if (resetListItems === true) {
@@ -312,10 +316,12 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
             }
         },
         updateTransactionFilters(draft, action) {
-            const { selectedTab, filters } = action.payload;
-            // `filters` is non-nullable per the payload type, so no runtime
-            // null-check is needed — dropping it removes a dead defensive branch.
-            draft.transactionCategorizationView[selectedTab].filters = filters;
+            const { filters } = action.payload;
+            // Filters are tab-agnostic (payee/category/class/amount), so apply to
+            // all tabs so switching tabs after filtering shows consistent results.
+            transactionsViewState_1.TRANSACTIONS_TABS.forEach((tab) => {
+                draft.transactionCategorizationView[tab].filters = filters;
+            });
         },
         saveTransactionCategorization: {
             prepare(selectedTab, transactionIds, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled) {
@@ -667,18 +673,24 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
         resetOtherTabsFetchState(draft, action) {
             const { tabs, refreshViewInBackground } = action.payload;
             tabs.forEach((tab) => {
-                if (draft.transactionCategorizationView[tab].fetchState ===
-                    'In-Progress' ||
-                    refreshViewInBackground !== true) {
+                const tabFetchState = draft.transactionCategorizationView[tab].fetchState;
+                if (refreshViewInBackground !== true) {
+                    // Foreground fetch completed: mark other tabs as Completed.
                     draft.transactionCategorizationView[tab].fetchState = 'Completed';
                     draft.transactionCategorizationView[tab].error = undefined;
                 }
-                else {
+                else if (tabFetchState !== 'In-Progress') {
+                    // Background fetch completed: reset the other tab's refreshStatus,
+                    // but only when it is not mid-load. During a dual-search the active
+                    // tab has its own foreground fetch in flight — clobbering its
+                    // fetchState here would drop the skeleton and show an empty list.
                     draft.transactionCategorizationView[tab].refreshStatus = {
                         fetchState: 'Not-Started',
                         error: undefined,
                     };
                 }
+                // If tabFetchState === 'In-Progress' and refreshViewInBackground === true,
+                // leave the other tab's state untouched — it has its own active fetch.
             });
         },
         fetchTransactionCategorizationFailure(draft, action) {

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.1.15",
+  "version": "5.1.16-betaRD2",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",