@zeniai/client-epic-state 5.1.16-betaRD4 → 5.1.16-betaRD5

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

@@ -18,11 +18,6 @@ groupBy((action) => action.payload.selectedTab), mergeMap((group$) => group$.pip
     const { pageToken, sortOrder, sortKey } = uiState;
     const currentTenant = getCurrentTenant(state$.value);
     const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
-    console.log('[EA-SEARCH] fetchTransactionCategorizationEpic HTTP call', {
-        selectedTab,
-        refreshViewInBackground,
-        search_text: uiState.searchString,
-    });
     const queryParam = {
         start_date: toString(period.start),
         end_date: toString(period.end),

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

@@ -6,25 +6,25 @@ import { fetchAccountList } from '../../../accountList/accountListReducer';
 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';
+import { fetchTransactionCategorization, fetchTransactionCategorizationView, restoreFullDatasetSnapshot, } from '../../reducers/transactionsViewReducer';
+import { TRANSACTIONS_TABS, } from '../../types/transactionsViewState';
 export const fetchTransactionCategorizationViewEpic = (actions$, state$) => actions$.pipe(filter(fetchTransactionCategorizationView.match), mergeMap((action) => {
     const { selectedTab, cacheOverride, keepExistingListItems, pageToken, period, refreshViewInBackground, searchString, resetListItems, isUncategorizedExpenseCategoryEnabled, } = action.payload;
     const updateActions = [];
     const { expenseAutomationTransactionsViewState } = state$.value;
     const { fetchState, transactionIdsBySelectedPeriod } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTab];
-    console.log('[EA-SEARCH] fetchTransactionCategorizationViewEpic received', {
-        selectedTab,
-        cacheOverride,
-        searchString,
-        fetchState,
-    });
     const monthYearPeriod = {
         month: period.start.month,
         year: period.start.year,
     };
-    const transactionIds = transactionIdsBySelectedPeriod[toMonthYearPeriodId(monthYearPeriod)] ??
-        [];
+    const periodId = toMonthYearPeriodId(monthYearPeriod);
+    const transactionIds = transactionIdsBySelectedPeriod[periodId] ?? [];
+    const hasUsableSnapshot = (tabKey) => {
+        const snapshot = expenseAutomationTransactionsViewState.transactionCategorizationView[tabKey].fullDatasetSnapshot;
+        return (snapshot != null &&
+            snapshot.periodId === periodId &&
+            snapshot.transactionIds.length > 0);
+    };
     const accountList = state$.value.accountListState.byReportId['accountList'];
     if (accountList.hasValidState() === false &&
         accountList.fetchState === 'Not-Started') {
@@ -46,37 +46,33 @@ export const fetchTransactionCategorizationViewEpic = (actions$, state$) => acti
         vendorOwnerList.fetchState === 'Not-Started') {
         updateActions.push(fetchOwnerList());
     }
-    console.log('[EA-SEARCH] view epic cache check', {
-        selectedTab,
-        cacheOverride,
-        fetchState,
-        transactionIdsBySelectedPeriod
-    });
-    if (cacheOverride === true ||
+    // When clearing search (searchString === ''), restore from the pre-search
+    // snapshot if one exists — avoids a round-trip since all data is already
+    // in the entity store. Fall back to a normal fetch if no snapshot (the
+    // tab was never loaded before the search was applied).
+    if (searchString === '' && hasUsableSnapshot(selectedTab)) {
+        updateActions.push(restoreFullDatasetSnapshot({ selectedTab, period }));
+    }
+    else if (cacheOverride === true ||
         fetchState === 'Not-Started' ||
         transactionIds.length === 0) {
-        console.log('[EA-SEARCH] dispatching fetchTransactionCategorization for active tab', { selectedTab, searchString });
         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
+    // clear), also update 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.
+    // avoid redundant work on noop updates. On clear, restore from snapshot
+    // if available; otherwise issue a background fetch.
     if (searchString !== undefined) {
         TRANSACTIONS_TABS.filter((tab) => tab !== selectedTab).forEach((otherTab) => {
             const otherTabSearchString = expenseAutomationTransactionsViewState.transactionCategorizationView[otherTab].uiState.searchString;
-            console.log('[EA-SEARCH] dual-fetch check for other tab', {
-                otherTab,
-                searchString,
-                otherTabSearchString,
-                willDispatch: searchString !== otherTabSearchString,
-            });
             if (searchString !== otherTabSearchString) {
-                console.log('[EA-SEARCH] dispatching fetchTransactionCategorization for other tab', { otherTab, searchString });
-                updateActions.push(fetchTransactionCategorization(otherTab, period, true, keepExistingListItems, searchString, undefined, true, true, isUncategorizedExpenseCategoryEnabled));
+                if (searchString === '' && hasUsableSnapshot(otherTab)) {
+                    updateActions.push(restoreFullDatasetSnapshot({ selectedTab: otherTab, period }));
+                }
+                else {
+                    updateActions.push(fetchTransactionCategorization(otherTab, period, true, keepExistingListItems, searchString, undefined, true, true, isUncategorizedExpenseCategoryEnabled));
+                }
             }
         });
     }

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

@@ -38,6 +38,7 @@ export const initialTransactionTabViewState = {
     hasValidState() {
         return this.fetchState == 'Completed';
     },
+    fullDatasetSnapshot: undefined,
     transactionReviewLocalDataById: {},
     transactionIdsBySelectedPeriod: {},
     selectedCheckBoxTransactionIds: [],
@@ -169,8 +170,29 @@ const expenseAutomationTransactionsView = createSlice({
                         month: period.start.month,
                         year: period.start.year,
                     };
+                    const periodId = toMonthYearPeriodId(monthYearPeriod);
                     const transactionIdsBySelectedPeriod = draft.transactionCategorizationView[selectedTab]
-                        .transactionIdsBySelectedPeriod[toMonthYearPeriodId(monthYearPeriod)] ?? [];
+                        .transactionIdsBySelectedPeriod[periodId] ?? [];
+                    // When starting a non-empty search, snapshot the current full dataset
+                    // so clearing the search can restore instantly without an API round-trip.
+                    // Only save the snapshot when there are rows to restore; skip for tabs
+                    // that have never been loaded (empty list → no useful snapshot).
+                    if (searchString !== undefined &&
+                        searchString !== '' &&
+                        transactionIdsBySelectedPeriod.length > 0) {
+                        const snapshot = {
+                            periodId,
+                            totalCount: draft.transactionCategorizationView[selectedTab].uiState
+                                .totalCount[periodId],
+                            transactionIds: [...transactionIdsBySelectedPeriod],
+                            transactionReviewLocalDataById: {
+                                ...draft.transactionCategorizationView[selectedTab]
+                                    .transactionReviewLocalDataById,
+                            },
+                        };
+                        draft.transactionCategorizationView[selectedTab].fullDatasetSnapshot =
+                            snapshot;
+                    }
                     transactionIdsBySelectedPeriod.forEach((transactionId) => {
                         delete draft.transactionCategorizationView[selectedTab]
                             .transactionReviewLocalDataById[transactionId];
@@ -686,6 +708,39 @@ const expenseAutomationTransactionsView = createSlice({
                 // leave the other tab's state untouched — it has its own active fetch.
             });
         },
+        restoreFullDatasetSnapshot(draft, action) {
+            const { selectedTab, period } = action.payload;
+            const periodId = toMonthYearPeriodId({
+                month: period.start.month,
+                year: period.start.year,
+            });
+            const snapshot = draft.transactionCategorizationView[selectedTab].fullDatasetSnapshot;
+            if (snapshot == null || snapshot.periodId !== periodId) {
+                return;
+            }
+            draft.transactionCategorizationView[selectedTab]
+                .transactionIdsBySelectedPeriod[periodId] = snapshot.transactionIds;
+            // Merge back per-transaction local data; skip entries that were updated
+            // during the search (e.g. a save that happened while filtered results
+            // were showing) so those saves are not overwritten.
+            Object.entries(snapshot.transactionReviewLocalDataById).forEach(([transactionId, localData]) => {
+                if (draft.transactionCategorizationView[selectedTab]
+                    .transactionReviewLocalDataById[transactionId] == null) {
+                    draft.transactionCategorizationView[selectedTab]
+                        .transactionReviewLocalDataById[transactionId] = localData;
+                }
+            });
+            if (snapshot.totalCount != null) {
+                draft.transactionCategorizationView[selectedTab].uiState.totalCount[periodId] = snapshot.totalCount;
+            }
+            draft.transactionCategorizationView[selectedTab].uiState.searchString =
+                '';
+            draft.transactionCategorizationView[selectedTab].uiState.pageToken = null;
+            draft.transactionCategorizationView[selectedTab].fetchState = 'Completed';
+            draft.transactionCategorizationView[selectedTab].error = undefined;
+            draft.transactionCategorizationView[selectedTab].fullDatasetSnapshot =
+                undefined;
+        },
         fetchTransactionCategorizationFailure(draft, action) {
             const { selectedTab, selectedPeriod } = action.payload;
             draft.transactionCategorizationView[selectedTab].transactionIdsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)] =
@@ -1066,5 +1121,5 @@ const expenseAutomationTransactionsView = createSlice({
         },
     },
 });
-export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, updateTransactionFilters, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, updateParentTotalCountForTab, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, markCategoryClassRecommendationsInProgressForCategorization, markCategoryClassRecommendationsCompletedForCategorization, markCategoryClassRecommendationsFailureForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, removeTransactionFromAllTabs, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } = expenseAutomationTransactionsView.actions;
+export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, updateTransactionFilters, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, updateParentTotalCountForTab, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, restoreFullDatasetSnapshot, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, markCategoryClassRecommendationsInProgressForCategorization, markCategoryClassRecommendationsCompletedForCategorization, markCategoryClassRecommendationsFailureForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, removeTransactionFromAllTabs, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } = expenseAutomationTransactionsView.actions;
 export default expenseAutomationTransactionsView.reducer;

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

@@ -21,11 +21,6 @@ const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) => action
     const { pageToken, sortOrder, sortKey } = uiState;
     const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state$.value);
     const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
-    console.log('[EA-SEARCH] fetchTransactionCategorizationEpic HTTP call', {
-        selectedTab,
-        refreshViewInBackground,
-        search_text: uiState.searchString,
-    });
     const queryParam = {
         start_date: (0, timePeriod_1.toString)(period.start),
         end_date: (0, timePeriod_1.toString)(period.end),

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

@@ -5,6 +5,6 @@ import { fetchAccountList } from '../../../accountList/accountListReducer';
 import { fetchClassList } from '../../../classList/classListReducer';
 import { fetchOwnerList } from '../../../ownerList/ownerListReducer';
 import { fetchProjectList } from '../../../projectList/projectListReducer';
-import { fetchTransactionCategorization, fetchTransactionCategorizationView } from '../../reducers/transactionsViewReducer';
-export type ActionType = ReturnType<typeof fetchTransactionCategorizationView> | ReturnType<typeof fetchTransactionCategorization> | ReturnType<typeof fetchAccountList> | ReturnType<typeof fetchClassList> | ReturnType<typeof fetchOwnerList> | ReturnType<typeof fetchProjectList>;
+import { fetchTransactionCategorization, fetchTransactionCategorizationView, restoreFullDatasetSnapshot } from '../../reducers/transactionsViewReducer';
+export type ActionType = ReturnType<typeof fetchTransactionCategorizationView> | ReturnType<typeof fetchTransactionCategorization> | ReturnType<typeof restoreFullDatasetSnapshot> | ReturnType<typeof fetchAccountList> | ReturnType<typeof fetchClassList> | ReturnType<typeof fetchOwnerList> | ReturnType<typeof fetchProjectList>;
 export declare const fetchTransactionCategorizationViewEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => Observable<ActionType>;

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

@@ -16,18 +16,18 @@ const fetchTransactionCategorizationViewEpic = (actions$, state$) => actions$.pi
     const updateActions = [];
     const { expenseAutomationTransactionsViewState } = state$.value;
     const { fetchState, transactionIdsBySelectedPeriod } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTab];
-    console.log('[EA-SEARCH] fetchTransactionCategorizationViewEpic received', {
-        selectedTab,
-        cacheOverride,
-        searchString,
-        fetchState,
-    });
     const monthYearPeriod = {
         month: period.start.month,
         year: period.start.year,
     };
-    const transactionIds = transactionIdsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(monthYearPeriod)] ??
-        [];
+    const periodId = (0, timePeriod_1.toMonthYearPeriodId)(monthYearPeriod);
+    const transactionIds = transactionIdsBySelectedPeriod[periodId] ?? [];
+    const hasUsableSnapshot = (tabKey) => {
+        const snapshot = expenseAutomationTransactionsViewState.transactionCategorizationView[tabKey].fullDatasetSnapshot;
+        return (snapshot != null &&
+            snapshot.periodId === periodId &&
+            snapshot.transactionIds.length > 0);
+    };
     const accountList = state$.value.accountListState.byReportId['accountList'];
     if (accountList.hasValidState() === false &&
         accountList.fetchState === 'Not-Started') {
@@ -49,37 +49,33 @@ const fetchTransactionCategorizationViewEpic = (actions$, state$) => actions$.pi
         vendorOwnerList.fetchState === 'Not-Started') {
         updateActions.push((0, ownerListReducer_1.fetchOwnerList)());
     }
-    console.log('[EA-SEARCH] view epic cache check', {
-        selectedTab,
-        cacheOverride,
-        fetchState,
-        transactionIdsBySelectedPeriod
-    });
-    if (cacheOverride === true ||
+    // When clearing search (searchString === ''), restore from the pre-search
+    // snapshot if one exists — avoids a round-trip since all data is already
+    // in the entity store. Fall back to a normal fetch if no snapshot (the
+    // tab was never loaded before the search was applied).
+    if (searchString === '' && hasUsableSnapshot(selectedTab)) {
+        updateActions.push((0, transactionsViewReducer_1.restoreFullDatasetSnapshot)({ selectedTab, period }));
+    }
+    else if (cacheOverride === true ||
         fetchState === 'Not-Started' ||
         transactionIds.length === 0) {
-        console.log('[EA-SEARCH] dispatching fetchTransactionCategorization for active tab', { selectedTab, searchString });
         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
+    // clear), also update 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.
+    // avoid redundant work on noop updates. On clear, restore from snapshot
+    // if available; otherwise issue a background fetch.
     if (searchString !== undefined) {
         transactionsViewState_1.TRANSACTIONS_TABS.filter((tab) => tab !== selectedTab).forEach((otherTab) => {
             const otherTabSearchString = expenseAutomationTransactionsViewState.transactionCategorizationView[otherTab].uiState.searchString;
-            console.log('[EA-SEARCH] dual-fetch check for other tab', {
-                otherTab,
-                searchString,
-                otherTabSearchString,
-                willDispatch: searchString !== otherTabSearchString,
-            });
             if (searchString !== otherTabSearchString) {
-                console.log('[EA-SEARCH] dispatching fetchTransactionCategorization for other tab', { otherTab, searchString });
-                updateActions.push((0, transactionsViewReducer_1.fetchTransactionCategorization)(otherTab, period, true, keepExistingListItems, searchString, undefined, true, true, isUncategorizedExpenseCategoryEnabled));
+                if (searchString === '' && hasUsableSnapshot(otherTab)) {
+                    updateActions.push((0, transactionsViewReducer_1.restoreFullDatasetSnapshot)({ selectedTab: otherTab, period }));
+                }
+                else {
+                    updateActions.push((0, transactionsViewReducer_1.fetchTransactionCategorization)(otherTab, period, true, keepExistingListItems, searchString, undefined, true, true, isUncategorizedExpenseCategoryEnabled));
+                }
             }
         });
     }

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

@@ -137,7 +137,10 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
 }, "expenseAutomationTransactionsView/fetchTransactionCategorizationSuccess">, resetOtherTabsFetchState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     tabs: TransactionsTab[];
     refreshViewInBackground?: boolean;
-}, "expenseAutomationTransactionsView/resetOtherTabsFetchState">, fetchTransactionCategorizationView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", period: TimePeriod, cacheOverride?: any, keepExistingListItems?: any, searchString?: string | undefined, pageToken?: PageToken | undefined, refreshViewInBackground?: any, resetListItems?: any, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
+}, "expenseAutomationTransactionsView/resetOtherTabsFetchState">, restoreFullDatasetSnapshot: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    period: TimePeriod;
+    selectedTab: TransactionsTab;
+}, "expenseAutomationTransactionsView/restoreFullDatasetSnapshot">, fetchTransactionCategorizationView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", period: TimePeriod, cacheOverride?: any, keepExistingListItems?: any, searchString?: string | undefined, pageToken?: PageToken | undefined, refreshViewInBackground?: any, resetListItems?: any, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
     selectedTab: "review" | "autoCategorized";
     period: TimePeriod;
     searchString: string | undefined;

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

@@ -4,7 +4,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = exports.removeTransactionFromAllTabs = exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.markCategoryClassRecommendationsFailureForCategorization = exports.markCategoryClassRecommendationsCompletedForCategorization = exports.markCategoryClassRecommendationsInProgressForCategorization = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateParentTotalCountForTab = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateTransactionCategorizationCompletedSubTab = exports.updateCurrentSelectedTransactionCategorizationTab = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.initializeTransactionCategorizationViewLocalData = exports.updateTransactionFilters = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorization = exports.initialState = exports.initialTransactionTabViewState = void 0;
+exports.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = exports.removeTransactionFromAllTabs = exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.markCategoryClassRecommendationsFailureForCategorization = exports.markCategoryClassRecommendationsCompletedForCategorization = exports.markCategoryClassRecommendationsInProgressForCategorization = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.restoreFullDatasetSnapshot = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateParentTotalCountForTab = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateTransactionCategorizationCompletedSubTab = exports.updateCurrentSelectedTransactionCategorizationTab = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.initializeTransactionCategorizationViewLocalData = exports.updateTransactionFilters = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorization = exports.initialState = exports.initialTransactionTabViewState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const get_1 = __importDefault(require("lodash/get"));
 const uniq_1 = __importDefault(require("lodash/uniq"));
@@ -45,6 +45,7 @@ exports.initialTransactionTabViewState = {
     hasValidState() {
         return this.fetchState == 'Completed';
     },
+    fullDatasetSnapshot: undefined,
     transactionReviewLocalDataById: {},
     transactionIdsBySelectedPeriod: {},
     selectedCheckBoxTransactionIds: [],
@@ -176,8 +177,29 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                         month: period.start.month,
                         year: period.start.year,
                     };
+                    const periodId = (0, timePeriod_1.toMonthYearPeriodId)(monthYearPeriod);
                     const transactionIdsBySelectedPeriod = draft.transactionCategorizationView[selectedTab]
-                        .transactionIdsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(monthYearPeriod)] ?? [];
+                        .transactionIdsBySelectedPeriod[periodId] ?? [];
+                    // When starting a non-empty search, snapshot the current full dataset
+                    // so clearing the search can restore instantly without an API round-trip.
+                    // Only save the snapshot when there are rows to restore; skip for tabs
+                    // that have never been loaded (empty list → no useful snapshot).
+                    if (searchString !== undefined &&
+                        searchString !== '' &&
+                        transactionIdsBySelectedPeriod.length > 0) {
+                        const snapshot = {
+                            periodId,
+                            totalCount: draft.transactionCategorizationView[selectedTab].uiState
+                                .totalCount[periodId],
+                            transactionIds: [...transactionIdsBySelectedPeriod],
+                            transactionReviewLocalDataById: {
+                                ...draft.transactionCategorizationView[selectedTab]
+                                    .transactionReviewLocalDataById,
+                            },
+                        };
+                        draft.transactionCategorizationView[selectedTab].fullDatasetSnapshot =
+                            snapshot;
+                    }
                     transactionIdsBySelectedPeriod.forEach((transactionId) => {
                         delete draft.transactionCategorizationView[selectedTab]
                             .transactionReviewLocalDataById[transactionId];
@@ -693,6 +715,39 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                 // leave the other tab's state untouched — it has its own active fetch.
             });
         },
+        restoreFullDatasetSnapshot(draft, action) {
+            const { selectedTab, period } = action.payload;
+            const periodId = (0, timePeriod_1.toMonthYearPeriodId)({
+                month: period.start.month,
+                year: period.start.year,
+            });
+            const snapshot = draft.transactionCategorizationView[selectedTab].fullDatasetSnapshot;
+            if (snapshot == null || snapshot.periodId !== periodId) {
+                return;
+            }
+            draft.transactionCategorizationView[selectedTab]
+                .transactionIdsBySelectedPeriod[periodId] = snapshot.transactionIds;
+            // Merge back per-transaction local data; skip entries that were updated
+            // during the search (e.g. a save that happened while filtered results
+            // were showing) so those saves are not overwritten.
+            Object.entries(snapshot.transactionReviewLocalDataById).forEach(([transactionId, localData]) => {
+                if (draft.transactionCategorizationView[selectedTab]
+                    .transactionReviewLocalDataById[transactionId] == null) {
+                    draft.transactionCategorizationView[selectedTab]
+                        .transactionReviewLocalDataById[transactionId] = localData;
+                }
+            });
+            if (snapshot.totalCount != null) {
+                draft.transactionCategorizationView[selectedTab].uiState.totalCount[periodId] = snapshot.totalCount;
+            }
+            draft.transactionCategorizationView[selectedTab].uiState.searchString =
+                '';
+            draft.transactionCategorizationView[selectedTab].uiState.pageToken = null;
+            draft.transactionCategorizationView[selectedTab].fetchState = 'Completed';
+            draft.transactionCategorizationView[selectedTab].error = undefined;
+            draft.transactionCategorizationView[selectedTab].fullDatasetSnapshot =
+                undefined;
+        },
         fetchTransactionCategorizationFailure(draft, action) {
             const { selectedTab, selectedPeriod } = action.payload;
             draft.transactionCategorizationView[selectedTab].transactionIdsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] =
@@ -1073,5 +1128,5 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.updateTransactionFilters = _a.updateTransactionFilters, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.updateTransactionCategorizationCompletedSubTab = _a.updateTransactionCategorizationCompletedSubTab, exports.updateTransactionCategorizationSaveStatus = _a.updateTransactionCategorizationSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = _a.updateStatusForTransactionNotMiscategorizedUpdateForCategorization, exports.updateSelectedVendorForTransaction = _a.updateSelectedVendorForTransaction, exports.updateSelectedCustomerForTransaction = _a.updateSelectedCustomerForTransaction, exports.setAllItemsToCategoryClassInLocalDataForCategorization = _a.setAllItemsToCategoryClassInLocalDataForCategorization, exports.updateTotalCountForTransactionCategorization = _a.updateTotalCountForTransactionCategorization, exports.updateParentTotalCountForTab = _a.updateParentTotalCountForTab, exports.fetchTransactionCategorizationSuccess = _a.fetchTransactionCategorizationSuccess, exports.resetOtherTabsFetchState = _a.resetOtherTabsFetchState, exports.fetchTransactionCategorizationView = _a.fetchTransactionCategorizationView, exports.updateSelectedCheckboxTransactionIds = _a.updateSelectedCheckboxTransactionIds, exports.clearExpenseAutomationTransactionsViewPerTabView = _a.clearExpenseAutomationTransactionsViewPerTabView, exports.clearExpenseAutomationTransactionsView = _a.clearExpenseAutomationTransactionsView, exports.setEntityRecommendationForLineIdsForCategorization = _a.setEntityRecommendationForLineIdsForCategorization, exports.markCategoryClassRecommendationsInProgressForCategorization = _a.markCategoryClassRecommendationsInProgressForCategorization, exports.markCategoryClassRecommendationsCompletedForCategorization = _a.markCategoryClassRecommendationsCompletedForCategorization, exports.markCategoryClassRecommendationsFailureForCategorization = _a.markCategoryClassRecommendationsFailureForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab, exports.removeTransactionFromAllTabs = _a.removeTransactionFromAllTabs, exports.updateTransactionCategorizationUploadReceiptState = _a.updateTransactionCategorizationUploadReceiptState, exports.uploadTransactionCategorizationReceiptSuccess = _a.uploadTransactionCategorizationReceiptSuccess;
+_a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.updateTransactionFilters = _a.updateTransactionFilters, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.updateTransactionCategorizationCompletedSubTab = _a.updateTransactionCategorizationCompletedSubTab, exports.updateTransactionCategorizationSaveStatus = _a.updateTransactionCategorizationSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = _a.updateStatusForTransactionNotMiscategorizedUpdateForCategorization, exports.updateSelectedVendorForTransaction = _a.updateSelectedVendorForTransaction, exports.updateSelectedCustomerForTransaction = _a.updateSelectedCustomerForTransaction, exports.setAllItemsToCategoryClassInLocalDataForCategorization = _a.setAllItemsToCategoryClassInLocalDataForCategorization, exports.updateTotalCountForTransactionCategorization = _a.updateTotalCountForTransactionCategorization, exports.updateParentTotalCountForTab = _a.updateParentTotalCountForTab, exports.fetchTransactionCategorizationSuccess = _a.fetchTransactionCategorizationSuccess, exports.resetOtherTabsFetchState = _a.resetOtherTabsFetchState, exports.restoreFullDatasetSnapshot = _a.restoreFullDatasetSnapshot, exports.fetchTransactionCategorizationView = _a.fetchTransactionCategorizationView, exports.updateSelectedCheckboxTransactionIds = _a.updateSelectedCheckboxTransactionIds, exports.clearExpenseAutomationTransactionsViewPerTabView = _a.clearExpenseAutomationTransactionsViewPerTabView, exports.clearExpenseAutomationTransactionsView = _a.clearExpenseAutomationTransactionsView, exports.setEntityRecommendationForLineIdsForCategorization = _a.setEntityRecommendationForLineIdsForCategorization, exports.markCategoryClassRecommendationsInProgressForCategorization = _a.markCategoryClassRecommendationsInProgressForCategorization, exports.markCategoryClassRecommendationsCompletedForCategorization = _a.markCategoryClassRecommendationsCompletedForCategorization, exports.markCategoryClassRecommendationsFailureForCategorization = _a.markCategoryClassRecommendationsFailureForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab, exports.removeTransactionFromAllTabs = _a.removeTransactionFromAllTabs, exports.updateTransactionCategorizationUploadReceiptState = _a.updateTransactionCategorizationUploadReceiptState, exports.uploadTransactionCategorizationReceiptSuccess = _a.uploadTransactionCategorizationReceiptSuccess;
 exports.default = expenseAutomationTransactionsView.reducer;

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

@@ -94,8 +94,23 @@ export interface SupportedTransactionCategorization {
     transactionId?: ID;
 }
 export declare const initialSupportedTransactionCategorization: SupportedTransactionCategorization;
+/**
+ * Snapshot of a tab's full (pre-search) dataset taken the moment the user
+ * first applies a non-empty search string. When the search is cleared the
+ * view epic restores from here instead of issuing a new API request.
+ *
+ * Only saved when there are actual rows to restore (`transactionIds` is
+ * non-empty); cleared once consumed or replaced by a fresh search.
+ */
+export interface FullDatasetSnapshot {
+    periodId: MonthYearPeriodId;
+    totalCount: number | undefined;
+    transactionIds: ID[];
+    transactionReviewLocalDataById: Record<ID | TransactionDetailKey, SupportedTransactionCategorization>;
+}
 export interface TransactionsTabViewState extends FetchedState {
     filters: TransactionFilters;
+    fullDatasetSnapshot: FullDatasetSnapshot | undefined;
     markAsNotMiscategorizedStatus: FetchStateAndError;
     refreshStatus: FetchStateAndError;
     saveStatus: FetchStateAndError;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.1.16-betaRD4",
+  "version": "5.1.16-betaRD5",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",