@zeniai/client-epic-state 5.1.20-betaRD3 → 5.1.20-betaRD5

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

@@ -6,8 +6,8 @@ import { fetchAccountList } from '../../../accountList/accountListReducer';
 import { fetchClassList } from '../../../classList/classListReducer';
 import { fetchOwnerList } from '../../../ownerList/ownerListReducer';
 import { fetchProjectList } from '../../../projectList/projectListReducer';
-import { fetchTransactionCategorization, fetchTransactionCategorizationView, restoreFullDatasetSnapshot, } from '../../reducers/transactionsViewReducer';
-import { TRANSACTIONS_TABS, } from '../../types/transactionsViewState';
+import { fetchTransactionCategorization, fetchTransactionCategorizationView, } from '../../reducers/transactionsViewReducer';
+import { TRANSACTIONS_TABS } from '../../types/transactionsViewState';
 export const fetchTransactionCategorizationViewEpic = (actions$, state$) => actions$.pipe(filter(fetchTransactionCategorizationView.match), mergeMap((action) => {
     const { selectedTab, cacheOverride, keepExistingListItems, pageToken, period, refreshViewInBackground, searchString, resetListItems, isUncategorizedExpenseCategoryEnabled, } = action.payload;
     const updateActions = [];
@@ -19,12 +19,6 @@ export const fetchTransactionCategorizationViewEpic = (actions$, state$) => acti
     };
     const periodId = toMonthYearPeriodId(monthYearPeriod);
     const transactionIds = transactionIdsBySelectedPeriod[periodId] ?? [];
-    const hasUsableSnapshot = (tabKey) => {
-        const snapshot = expenseAutomationTransactionsViewState.transactionCategorizationView[tabKey].fullDatasetSnapshot;
-        return (snapshot != null &&
-            snapshot.periodId === periodId &&
-            snapshot.transactionIds.length > 0);
-    };
     const accountList = state$.value.accountListState.byReportId['accountList'];
     if (accountList.hasValidState() === false &&
         accountList.fetchState === 'Not-Started') {
@@ -46,20 +40,11 @@ export const fetchTransactionCategorizationViewEpic = (actions$, state$) => acti
         vendorOwnerList.fetchState === 'Not-Started') {
         updateActions.push(fetchOwnerList());
     }
-    // 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 fresh fetch if no snapshot (either
-    // the tab was never loaded, or the snapshot was invalidated because a
-    // categorization happened during search).
-    const clearingSearchWithNoSnapshot = searchString === '' && !hasUsableSnapshot(selectedTab);
-    if (searchString === '' && hasUsableSnapshot(selectedTab)) {
-        updateActions.push(restoreFullDatasetSnapshot({ selectedTab, period }));
-    }
-    else if (clearingSearchWithNoSnapshot ||
+    if (searchString === '' ||
         cacheOverride === true ||
         fetchState === 'Not-Started' ||
         transactionIds.length === 0) {
-        updateActions.push(fetchTransactionCategorization(selectedTab, period, clearingSearchWithNoSnapshot ? true : cacheOverride, keepExistingListItems, searchString, pageToken, refreshViewInBackground, clearingSearchWithNoSnapshot ? true : resetListItems, isUncategorizedExpenseCategoryEnabled));
+        updateActions.push(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.
@@ -82,12 +67,7 @@ export const fetchTransactionCategorizationViewEpic = (actions$, state$) => acti
         TRANSACTIONS_TABS.filter((tab) => tab !== selectedTab).forEach((otherTab) => {
             const otherTabSearchString = expenseAutomationTransactionsViewState.transactionCategorizationView[otherTab].uiState.searchString;
             if (searchString !== otherTabSearchString) {
-                if (searchString === '' && hasUsableSnapshot(otherTab)) {
-                    updateActions.push(restoreFullDatasetSnapshot({ selectedTab: otherTab, period }));
-                }
-                else {
-                    updateActions.push(fetchTransactionCategorization(otherTab, period, true, keepExistingListItems, searchString, undefined, true, true, isUncategorizedExpenseCategoryEnabled));
-                }
+                updateActions.push(fetchTransactionCategorization(otherTab, period, true, keepExistingListItems, searchString, undefined, true, true, isUncategorizedExpenseCategoryEnabled));
             }
         });
     }

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

@@ -38,7 +38,6 @@ export const initialTransactionTabViewState = {
     hasValidState() {
         return this.fetchState == 'Completed';
     },
-    fullDatasetSnapshot: undefined,
     transactionReviewLocalDataById: {},
     transactionIdsBySelectedPeriod: {},
     selectedCheckBoxTransactionIds: [],
@@ -178,29 +177,6 @@ const expenseAutomationTransactionsView = createSlice({
                 const periodId = 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) {
                     transactionIdsBySelectedPeriod.forEach((transactionId) => {
@@ -718,47 +694,6 @@ 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;
-            }
-            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;
             draft.transactionCategorizationView[selectedTab].transactionIdsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)] =
@@ -1087,7 +1022,6 @@ const expenseAutomationTransactionsView = createSlice({
                 if (allReviewed) {
                     if (existsInReview) {
                         removeTransactionFromTabView(reviewTabView, txnId);
-                        reviewTabView.fullDatasetSnapshot = undefined;
                     }
                     return;
                 }
@@ -1134,13 +1068,11 @@ const expenseAutomationTransactionsView = createSlice({
             reducer(draft, action) {
                 const { transactionId } = action.payload;
                 for (const tab of TRANSACTIONS_TABS) {
-                    const tabView = draft.transactionCategorizationView[tab];
-                    removeTransactionFromTabView(tabView, transactionId);
-                    tabView.fullDatasetSnapshot = undefined;
+                    removeTransactionFromTabView(draft.transactionCategorizationView[tab], transactionId);
                 }
             },
         },
     },
 });
-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 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 default expenseAutomationTransactionsView.reducer;

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, 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>;
+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>;
 export declare const fetchTransactionCategorizationViewEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => Observable<ActionType>;

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

@@ -22,12 +22,6 @@ const fetchTransactionCategorizationViewEpic = (actions$, state$) => actions$.pi
     };
     const periodId = (0, timePeriod_1.toMonthYearPeriodId)(monthYearPeriod);
     const transactionIds = transactionIdsBySelectedPeriod[periodId] ?? [];
-    const hasUsableSnapshot = (tabKey) => {
-        const snapshot = expenseAutomationTransactionsViewState.transactionCategorizationView[tabKey].fullDatasetSnapshot;
-        return (snapshot != null &&
-            snapshot.periodId === periodId &&
-            snapshot.transactionIds.length > 0);
-    };
     const accountList = state$.value.accountListState.byReportId['accountList'];
     if (accountList.hasValidState() === false &&
         accountList.fetchState === 'Not-Started') {
@@ -49,20 +43,11 @@ const fetchTransactionCategorizationViewEpic = (actions$, state$) => actions$.pi
         vendorOwnerList.fetchState === 'Not-Started') {
         updateActions.push((0, ownerListReducer_1.fetchOwnerList)());
     }
-    // When clearing search (searchString === ''), restore from the pre-search
-    // snapshot if one exists — avoids a round-trip since all data is already
-    // in the entity store. Fall back to a fresh fetch if no snapshot (either
-    // the tab was never loaded, or the snapshot was invalidated because a
-    // categorization happened during search).
-    const clearingSearchWithNoSnapshot = searchString === '' && !hasUsableSnapshot(selectedTab);
-    if (searchString === '' && hasUsableSnapshot(selectedTab)) {
-        updateActions.push((0, transactionsViewReducer_1.restoreFullDatasetSnapshot)({ selectedTab, period }));
-    }
-    else if (clearingSearchWithNoSnapshot ||
+    if (searchString === '' ||
         cacheOverride === true ||
         fetchState === 'Not-Started' ||
         transactionIds.length === 0) {
-        updateActions.push((0, transactionsViewReducer_1.fetchTransactionCategorization)(selectedTab, period, clearingSearchWithNoSnapshot ? true : cacheOverride, keepExistingListItems, searchString, pageToken, refreshViewInBackground, clearingSearchWithNoSnapshot ? true : resetListItems, isUncategorizedExpenseCategoryEnabled));
+        updateActions.push((0, transactionsViewReducer_1.fetchTransactionCategorization)(selectedTab, period, cacheOverride, keepExistingListItems, searchString, pageToken, refreshViewInBackground, resetListItems, isUncategorizedExpenseCategoryEnabled));
     }
     // On the initial load of a tab (searchString undefined = non-search fetch),
     // preload every other tab that hasn't been fetched yet for this period.
@@ -85,12 +70,7 @@ const fetchTransactionCategorizationViewEpic = (actions$, state$) => actions$.pi
         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));
-                }
+                updateActions.push((0, transactionsViewReducer_1.fetchTransactionCategorization)(otherTab, period, true, keepExistingListItems, searchString, undefined, true, true, isUncategorizedExpenseCategoryEnabled));
             }
         });
     }

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

@@ -137,10 +137,7 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
 }, "expenseAutomationTransactionsView/fetchTransactionCategorizationSuccess">, resetOtherTabsFetchState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     tabs: TransactionsTab[];
     refreshViewInBackground?: boolean;
-}, "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], {
+}, "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], {
     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.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;
+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;
 const toolkit_1 = require("@reduxjs/toolkit");
 const get_1 = __importDefault(require("lodash/get"));
 const uniq_1 = __importDefault(require("lodash/uniq"));
@@ -45,7 +45,6 @@ exports.initialTransactionTabViewState = {
     hasValidState() {
         return this.fetchState == 'Completed';
     },
-    fullDatasetSnapshot: undefined,
     transactionReviewLocalDataById: {},
     transactionIdsBySelectedPeriod: {},
     selectedCheckBoxTransactionIds: [],
@@ -185,29 +184,6 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                 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) {
                     transactionIdsBySelectedPeriod.forEach((transactionId) => {
@@ -725,47 +701,6 @@ 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;
-            }
-            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;
             draft.transactionCategorizationView[selectedTab].transactionIdsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] =
@@ -1094,7 +1029,6 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                 if (allReviewed) {
                     if (existsInReview) {
                         (0, transactionCategorizationLocalDataHelper_1.removeTransactionFromTabView)(reviewTabView, txnId);
-                        reviewTabView.fullDatasetSnapshot = undefined;
                     }
                     return;
                 }
@@ -1141,13 +1075,11 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
             reducer(draft, action) {
                 const { transactionId } = action.payload;
                 for (const tab of transactionsViewState_1.TRANSACTIONS_TABS) {
-                    const tabView = draft.transactionCategorizationView[tab];
-                    (0, transactionCategorizationLocalDataHelper_1.removeTransactionFromTabView)(tabView, transactionId);
-                    tabView.fullDatasetSnapshot = undefined;
+                    (0, transactionCategorizationLocalDataHelper_1.removeTransactionFromTabView)(draft.transactionCategorizationView[tab], transactionId);
                 }
             },
         },
     },
 });
-_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;
+_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;
 exports.default = expenseAutomationTransactionsView.reducer;

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

@@ -94,24 +94,8 @@ 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/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.1.20-betaRD3",
+  "version": "5.1.20-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",