@zeniai/client-epic-state 5.1.20-betaDI2 → 5.1.20-betaRD2

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$.pipe((0, operators_1.filter)(transactionsViewReducer_1.fetchTransactionCategorizationView.match), (0, operators_1.mergeMap)((action) => {
     const { selectedTab, cacheOverride, keepExistingListItems, pageToken, period, refreshViewInBackground, searchString, resetListItems, isUncategorizedExpenseCategoryEnabled, } = action.payload;
     const updateActions = [];
@@ -19,8 +20,14 @@ const fetchTransactionCategorizationViewEpic = (actions$, state$) => actions$.pi
         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$.value.accountListState.byReportId['accountList'];
     if (accountList.hasValidState() === false &&
         accountList.fetchState === 'Not-Started') {
@@ -42,11 +49,48 @@ const fetchTransactionCategorizationViewEpic = (actions$, state$) => actions$.pi
         vendorOwnerList.fetchState === 'Not-Started') {
         updateActions.push((0, ownerListReducer_1.fetchOwnerList)());
     }
-    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) {
         updateActions.push((0, transactionsViewReducer_1.fetchTransactionCategorization)(selectedTab, period, cacheOverride, keepExistingListItems, searchString, pageToken, refreshViewInBackground, resetListItems, isUncategorizedExpenseCategoryEnabled));
     }
+    // On the initial load of a tab (searchString undefined = non-search fetch),
+    // preload every other tab that hasn't been fetched yet for this period.
+    // This makes switching to the other tab instant instead of triggering a
+    // fresh fetch on click. refreshViewInBackground=true keeps it silent.
+    if (searchString === undefined) {
+        transactionsViewState_1.TRANSACTIONS_TABS.filter((tab) => tab !== selectedTab).forEach((otherTab) => {
+            const otherTabFetchState = expenseAutomationTransactionsViewState.transactionCategorizationView[otherTab].fetchState;
+            if (otherTabFetchState === 'Not-Started') {
+                updateActions.push((0, transactionsViewReducer_1.fetchTransactionCategorization)(otherTab, period, false, false, undefined, undefined, true, undefined, isUncategorizedExpenseCategoryEnabled));
+            }
+        });
+    }
+    // When search changes (searchString defined, including empty string to
+    // 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 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;
+            if (searchString !== otherTabSearchString) {
+                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));
+                }
+            }
+        });
+    }
     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.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: [],
@@ -160,27 +161,62 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     draft.transactionCategorizationView[selectedTab].fetchState =
                         'In-Progress';
                     draft.transactionCategorizationView[selectedTab].error = undefined;
+                    // A foreground fetch supersedes any in-flight background preload.
+                    // Reset refreshStatus so a cancelled preload doesn't leave the
+                    // spinner stuck at In-Progress.
+                    draft.transactionCategorizationView[selectedTab].refreshStatus = {
+                        fetchState: 'Not-Started',
+                        error: undefined,
+                    };
                 }
                 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;
+                const monthYearPeriod = {
+                    month: period.start.month,
+                    year: period.start.year,
+                };
+                const periodId = (0, timePeriod_1.toMonthYearPeriodId)(monthYearPeriod);
+                const transactionIdsBySelectedPeriod = draft.transactionCategorizationView[selectedTab]
+                    .transactionIdsBySelectedPeriod[periodId] ?? [];
+                // Snapshot before any list mutation so clearing the search restores
+                // instantly without an API round-trip — for BOTH active and synced tabs.
+                // Active-tab search dispatches resetListItems=false, so this must live
+                // outside the resetListItems block. fullDatasetSnapshot == null prevents
+                // overwriting the original snapshot on search refinement ('ama'→'amazon').
+                if (searchString !== undefined &&
+                    searchString !== '' &&
+                    transactionIdsBySelectedPeriod.length > 0 &&
+                    draft.transactionCategorizationView[selectedTab].fullDatasetSnapshot ==
+                        null) {
+                    draft.transactionCategorizationView[selectedTab].fullDatasetSnapshot =
+                        {
+                            parentTotalCount: draft.parentTotalCountByTab[selectedTab][periodId],
+                            periodId,
+                            totalCount: draft.transactionCategorizationView[selectedTab].uiState
+                                .totalCount[periodId],
+                            transactionIds: [...transactionIdsBySelectedPeriod],
+                            transactionReviewLocalDataById: {
+                                ...draft.transactionCategorizationView[selectedTab]
+                                    .transactionReviewLocalDataById,
+                            },
+                        };
+                }
                 // Reset list when we change the sort order and fetch list again
                 if (resetListItems === true) {
-                    const monthYearPeriod = {
-                        month: period.start.month,
-                        year: period.start.year,
-                    };
-                    const transactionIdsBySelectedPeriod = draft.transactionCategorizationView[selectedTab]
-                        .transactionIdsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(monthYearPeriod)];
                     transactionIdsBySelectedPeriod.forEach((transactionId) => {
                         delete draft.transactionCategorizationView[selectedTab]
                             .transactionReviewLocalDataById[transactionId];
                     });
                     draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds =
                         draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds.filter((selectedCheckBoxTransactionId) => transactionIdsBySelectedPeriod.includes(selectedCheckBoxTransactionId));
-                    draft.transactionCategorizationView[selectedTab].transactionIdsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(monthYearPeriod)] = [];
+                    draft.transactionCategorizationView[selectedTab].transactionIdsBySelectedPeriod[periodId] = [];
                     draft.transactionCategorizationView[selectedTab].refreshStatus = {
                         fetchState: 'Not-Started',
                         error: undefined,
@@ -312,10 +348,12 @@ 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) {
@@ -667,19 +705,66 @@ 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.
+            });
+        },
+        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;
+            }
+            if (snapshot.parentTotalCount != null) {
+                draft.parentTotalCountByTab[selectedTab][periodId] =
+                    snapshot.parentTotalCount;
+            }
+            draft.transactionCategorizationView[selectedTab].uiState.searchString =
+                '';
+            draft.transactionCategorizationView[selectedTab].uiState.pageToken = null;
+            draft.transactionCategorizationView[selectedTab].fetchState = 'Completed';
+            draft.transactionCategorizationView[selectedTab].refreshStatus = {
+                fetchState: 'Not-Started',
+                error: undefined,
+            };
+            draft.transactionCategorizationView[selectedTab].error = undefined;
+            draft.transactionCategorizationView[selectedTab].fullDatasetSnapshot =
+                undefined;
         },
         fetchTransactionCategorizationFailure(draft, action) {
             const { selectedTab, selectedPeriod } = action.payload;
@@ -1009,6 +1094,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                 if (allReviewed) {
                     if (existsInReview) {
                         (0, transactionCategorizationLocalDataHelper_1.removeTransactionFromTabView)(reviewTabView, txnId);
+                        reviewTabView.fullDatasetSnapshot = undefined;
                     }
                     return;
                 }
@@ -1055,11 +1141,13 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
             reducer(draft, action) {
                 const { transactionId } = action.payload;
                 for (const tab of transactionsViewState_1.TRANSACTIONS_TABS) {
-                    (0, transactionCategorizationLocalDataHelper_1.removeTransactionFromTabView)(draft.transactionCategorizationView[tab], transactionId);
+                    const tabView = draft.transactionCategorizationView[tab];
+                    (0, transactionCategorizationLocalDataHelper_1.removeTransactionFromTabView)(tabView, transactionId);
+                    tabView.fullDatasetSnapshot = undefined;
                 }
             },
         },
     },
 });
-_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 +94,24 @@ 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 {
+    parentTotalCount: number | undefined;
+    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/lib/view/spendManagement/commonSetup/setupViewReducer.js

@@ -115,7 +115,11 @@ const setupView = (0, toolkit_1.createSlice)({
         saveSetupViewDataInLocalStore(draft, action) {
             const setupViewLocalData = action.payload;
             if (setupViewLocalData.companyDetails != null) {
-                draft.companyDetails.localData = setupViewLocalData.companyDetails;
+                const syncToken = setupViewLocalData.companyDetails.syncToken ?? draft.companyDetails.localData?.syncToken;
+                draft.companyDetails.localData = {
+                    ...setupViewLocalData.companyDetails,
+                    ...(syncToken != null ? { syncToken } : {}),
+                };
             }
             if (setupViewLocalData.primaryContactDetails != null) {
                 draft.primaryContactDetails.localData =

package/lib/view/taskManager/taskDetailView/epics/initializeTaskToLocalStoreEpic.js

@@ -34,7 +34,6 @@ const initializeTaskToLocalStoreEpic = (actions$, state$) => actions$.pipe((0, o
             recurringStartDate: task.recurringStartDate,
             timeSpent: task.timeSpent,
             isPrivate: task.isPrivate,
-            taskGroupId: task.taskGroupIds[0],
         };
         const actions = [
             (0, taskDetailReducer_1.saveTaskUpdatesToLocalStore)({ taskDetailLocalData, taskId }),

package/lib/view/taskManager/taskDetailView/epics/saveTaskDetailEpic.js

@@ -15,17 +15,9 @@ const saveTaskDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, oper
     const { taskId, taskGroupId } = action.payload;
     const state = state$.value;
     const isTaskListFetched = state.taskListState.fetchState === 'Completed';
-    // For an edit, prefer the locally-edited group (Bug 12). If absent,
-    // fall back to the entity's current group. For a create, use the
-    // taskGroupId from the action payload.
-    const localTaskGroupId = taskId != null
-        ? state.taskDetailState.editTaskStateById[taskId]?.taskDetailLocalData
-            .taskGroupId
-        : undefined;
     const updatedTaskGroupId = taskId == null
         ? taskGroupId
-        : (localTaskGroupId ??
-            (0, taskSelector_1.getTaskById)(state.taskState, taskId)?.taskGroupIds[0]);
+        : (0, taskSelector_1.getTaskById)(state.taskState, taskId)?.taskGroupIds[0];
     const payload = prepareTaskPayload(state, taskId, updatedTaskGroupId);
     const saveTaskApi = taskId != null
         ? zeniAPI.putAndGetJSON(`${zeniAPI.apiEndPoints.taskMicroServiceBaseUrl}/1.0/task-manager/tasks/${taskId}`, payload)

package/lib/view/taskManager/taskDetailView/taskDetail.d.ts

@@ -40,7 +40,6 @@ export interface EditTaskLocalData {
     recurringStartDate?: ZeniDate;
     savedRecurringEndDate?: ZeniDate;
     savedRecurringTasksCount?: number;
-    taskGroupId?: ID;
 }
 export declare const initialTaskDetailLocalData: EditTaskLocalData;
 export declare const initialTaskDetail: EditTaskDetail;

package/lib/view/taskManager/taskDetailView/taskDetailSelector.js

@@ -158,8 +158,7 @@ const showFormFooter = (taskDetailLocalData, taskDetailInStore) => {
         !(0, isEqual_1.default)(taskDetailLocalData.recurringFrequency, taskDetailInStore.recurringFrequency) ||
         !(0, isEqual_1.default)(taskDetailLocalData.recurringDaysOfWeek, taskDetailInStore.recurringDaysOfWeek) ||
         !(0, isEqual_1.default)(taskDetailLocalData.recurringStartDate, taskDetailInStore.recurringStartDate) ||
-        !(0, isEqual_1.default)(taskDetailLocalData.timeSpent, taskDetailInStore.timeSpent) ||
-        !(0, isEqual_1.default)(taskDetailLocalData.taskGroupId, taskDetailInStore.taskGroupIds[0])) {
+        !(0, isEqual_1.default)(taskDetailLocalData.timeSpent, taskDetailInStore.timeSpent)) {
         return true;
     }
     return false;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.1.20-betaDI2",
+  "version": "5.1.20-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",

package/lib/esm/view/taskManager/taskDetailView/epics/sendCommentMentionNotificationEpic.js

@@ -1,44 +0,0 @@
-import { createAction } from '@reduxjs/toolkit';
-import { EMPTY, of } from 'rxjs';
-import { catchError, filter, mergeMap } from 'rxjs/operators';
-import { isSuccessResponse } from '../../../../responsePayload';
-/**
- * Fire-and-forget action — dispatched by the task-comments UI when a comment
- * is created with @-mentions. The epic POSTs to task-manager's
- * `/comment-mention-notification` endpoint which fans out Slack DMs to each
- * mentioned internal user.
- *
- * Result is intentionally not captured in redux state: comment creation
- * itself is owned by Liveblocks, and a network failure on the notification
- * should not surface in the UI (the comment is still persisted in Liveblocks).
- */
-export const sendCommentMentionNotification = createAction('taskDetailView/sendCommentMentionNotification', (taskId, mentionedUserIds, performedById) => ({
-    payload: { taskId, mentionedUserIds, performedById },
-}));
-export const sendCommentMentionNotificationEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(sendCommentMentionNotification.match), mergeMap((action) => handleSendCommentMentionNotification(action.payload, zeniAPI)));
-const handleSendCommentMentionNotification = ({ taskId, mentionedUserIds, performedById, }, zeniAPI) => {
-    // Short-circuit when there's nothing to send. Avoids a useless round-trip
-    // (server would also short-circuit with a 200/no-op, but we may as well
-    // not enqueue the request at all).
-    if (mentionedUserIds.length === 0) {
-        return EMPTY;
-    }
-    const url = `${zeniAPI.apiEndPoints.taskMicroServiceBaseUrl}/1.0/task-manager/tasks/${taskId}/comment-mention-notification`;
-    const request$ = zeniAPI.postAndGetJSON(url, {
-        mentioned_user_ids: mentionedUserIds,
-        performed_by_id: performedById,
-    });
-    return request$.pipe(mergeMap((response) => {
-        if (!isSuccessResponse(response)) {
-            // Non-success response — log to console but do not propagate to state.
-            // Liveblocks still has the comment; Slack fan-out is best-effort.
-            // eslint-disable-next-line no-console
-            console.warn('sendCommentMentionNotification non-success response', response);
-        }
-        return EMPTY;
-    }), catchError((error) => {
-        // eslint-disable-next-line no-console
-        console.warn('sendCommentMentionNotification error', error);
-        return of();
-    }));
-};

package/lib/view/taskManager/taskDetailView/epics/sendCommentMentionNotificationEpic.d.ts

@@ -1,20 +0,0 @@
-import { ActionsObservable, StateObservable } from 'redux-observable';
-import { RootState } from '../../../../reducer';
-import { ZeniAPI } from '../../../../zeniAPI';
-/**
- * Fire-and-forget action — dispatched by the task-comments UI when a comment
- * is created with @-mentions. The epic POSTs to task-manager's
- * `/comment-mention-notification` endpoint which fans out Slack DMs to each
- * mentioned internal user.
- *
- * Result is intentionally not captured in redux state: comment creation
- * itself is owned by Liveblocks, and a network failure on the notification
- * should not surface in the UI (the comment is still persisted in Liveblocks).
- */
-export declare const sendCommentMentionNotification: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[taskId: string, mentionedUserIds: string[], performedById: string], {
-    taskId: string;
-    mentionedUserIds: string[];
-    performedById: string;
-}, "taskDetailView/sendCommentMentionNotification", never, never>;
-export type ActionType = ReturnType<typeof sendCommentMentionNotification>;
-export declare const sendCommentMentionNotificationEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => import("rxjs").Observable<unknown>;

package/lib/view/taskManager/taskDetailView/epics/sendCommentMentionNotificationEpic.js

@@ -1,48 +0,0 @@
-"use strict";
-Object.defineProperty(exports, "__esModule", { value: true });
-exports.sendCommentMentionNotificationEpic = exports.sendCommentMentionNotification = void 0;
-const toolkit_1 = require("@reduxjs/toolkit");
-const rxjs_1 = require("rxjs");
-const operators_1 = require("rxjs/operators");
-const responsePayload_1 = require("../../../../responsePayload");
-/**
- * Fire-and-forget action — dispatched by the task-comments UI when a comment
- * is created with @-mentions. The epic POSTs to task-manager's
- * `/comment-mention-notification` endpoint which fans out Slack DMs to each
- * mentioned internal user.
- *
- * Result is intentionally not captured in redux state: comment creation
- * itself is owned by Liveblocks, and a network failure on the notification
- * should not surface in the UI (the comment is still persisted in Liveblocks).
- */
-exports.sendCommentMentionNotification = (0, toolkit_1.createAction)('taskDetailView/sendCommentMentionNotification', (taskId, mentionedUserIds, performedById) => ({
-    payload: { taskId, mentionedUserIds, performedById },
-}));
-const sendCommentMentionNotificationEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(exports.sendCommentMentionNotification.match), (0, operators_1.mergeMap)((action) => handleSendCommentMentionNotification(action.payload, zeniAPI)));
-exports.sendCommentMentionNotificationEpic = sendCommentMentionNotificationEpic;
-const handleSendCommentMentionNotification = ({ taskId, mentionedUserIds, performedById, }, zeniAPI) => {
-    // Short-circuit when there's nothing to send. Avoids a useless round-trip
-    // (server would also short-circuit with a 200/no-op, but we may as well
-    // not enqueue the request at all).
-    if (mentionedUserIds.length === 0) {
-        return rxjs_1.EMPTY;
-    }
-    const url = `${zeniAPI.apiEndPoints.taskMicroServiceBaseUrl}/1.0/task-manager/tasks/${taskId}/comment-mention-notification`;
-    const request$ = zeniAPI.postAndGetJSON(url, {
-        mentioned_user_ids: mentionedUserIds,
-        performed_by_id: performedById,
-    });
-    return request$.pipe((0, operators_1.mergeMap)((response) => {
-        if (!(0, responsePayload_1.isSuccessResponse)(response)) {
-            // Non-success response — log to console but do not propagate to state.
-            // Liveblocks still has the comment; Slack fan-out is best-effort.
-            // eslint-disable-next-line no-console
-            console.warn('sendCommentMentionNotification non-success response', response);
-        }
-        return rxjs_1.EMPTY;
-    }), (0, operators_1.catchError)((error) => {
-        // eslint-disable-next-line no-console
-        console.warn('sendCommentMentionNotification error', error);
-        return (0, rxjs_1.of)();
-    }));
-};