@zeniai/client-epic-state 5.1.8-betaSS1 → 5.1.9

package/lib/esm/view/companyTaskManagerView/companyTaskManagerViewReducer.js

@@ -3,8 +3,7 @@ export const initialUIState = {
     filterText: '',
     sortKey: 'dueDate',
     sortOrder: 'descending',
-    from: 0,
-    filters: {},
+    pageToken: null,
 };
 const initialMetrics = {
     closed: 0,
@@ -19,13 +18,6 @@ export const initialState = {
     metrics: initialMetrics,
     metricsFetchState: 'Not-Started',
     uiState: initialUIState,
-    cockpitContext: {
-        fetchState: 'Not-Started',
-        error: undefined,
-        companyIds: [],
-        userIds: [],
-        userGroupIds: [],
-    },
     hasValidState() {
         return this.fetchState == 'Completed';
     },
@@ -36,11 +28,10 @@ const companyTaskManagerView = createSlice({
     initialState,
     reducers: {
         fetchCompanyTaskManagerView: {
-            prepare(from, sortKey, sortOrder, keepExistingListItems = true, searchString, filters) {
+            prepare(pageToken, sortKey, sortOrder, keepExistingListItems = true, searchString) {
                 return {
                     payload: {
-                        from,
-                        filters,
+                        pageToken,
                         searchString,
                         sortKey,
                         sortOrder,
@@ -49,10 +40,10 @@ const companyTaskManagerView = createSlice({
                 };
             },
             reducer(draft, action) {
-                const { from, searchString, sortKey, sortOrder, keepExistingListItems } = action.payload;
+                const { pageToken, searchString, sortKey, sortOrder, keepExistingListItems, } = action.payload;
                 draft.uiState.sortKey = sortKey;
                 draft.uiState.sortOrder = sortOrder;
-                draft.uiState.from = from;
+                draft.uiState.pageToken = pageToken;
                 if (keepExistingListItems === false) {
                     draft.taskIds = [];
                 }
@@ -65,14 +56,15 @@ const companyTaskManagerView = createSlice({
         },
         updateCompanyTaskManagerViewOnSuccess(draft, action) {
             const { data } = action.payload;
-            const tasks = data.aggregations.group_by_company_name.buckets.flatMap((bucket) => bucket.tasks);
+            const { tasks, query, total_count } = data;
             draft.fetchState = 'Completed';
             draft.error = undefined;
             draft.taskIds = [...draft.taskIds, ...tasks.map((task) => task.task_id)];
-            if (draft.uiState.filterText === '' && draft.uiState.from === 0) {
-                draft.totalTaskCount = data.total;
+            // consider total count only when fetching for first time
+            if (draft.uiState.filterText === '' && draft.uiState.pageToken == null) {
+                draft.totalTaskCount = total_count;
             }
-            draft.uiState.from = data.from + data.limit;
+            draft.uiState.pageToken = query.page_token;
         },
         updateCompanyTaskManagerViewOnFailure: {
             reducer(draft, action) {
@@ -93,30 +85,10 @@ const companyTaskManagerView = createSlice({
         updateTaskManagerMetricsOnFailure(draft) {
             draft.metricsFetchState = 'Error';
         },
-        updateCompanyTaskManagerViewFilters(draft, action) {
-            if (action.payload.filters != null) {
-                draft.uiState.filters = action.payload.filters;
-            }
-        },
-        fetchCockpitContext(draft) {
-            draft.cockpitContext.fetchState = 'In-Progress';
-            draft.cockpitContext.error = undefined;
-        },
-        updateCockpitContextOnSuccess(draft, action) {
-            draft.cockpitContext.fetchState = 'Completed';
-            draft.cockpitContext.error = undefined;
-            draft.cockpitContext.companyIds = action.payload.companyIds;
-            draft.cockpitContext.userIds = action.payload.userIds;
-            draft.cockpitContext.userGroupIds = action.payload.userGroupIds;
-        },
-        updateCockpitContextOnFailure(draft, action) {
-            draft.cockpitContext.fetchState = 'Error';
-            draft.cockpitContext.error = action.payload;
-        },
         clearCompanyTaskManagerView(draft) {
             Object.assign(draft, initialState);
         },
     },
 });
-export const { fetchCompanyTaskManagerView, updateCompanyTaskManagerViewOnSuccess, updateCompanyTaskManagerViewOnFailure, fetchTaskManagerMetrics, updateTaskManagerMetrics, updateTaskManagerMetricsOnFailure, clearCompanyTaskManagerView, updateCompanyTaskManagerViewFilters, fetchCockpitContext, updateCockpitContextOnSuccess, updateCockpitContextOnFailure, } = companyTaskManagerView.actions;
+export const { fetchCompanyTaskManagerView, updateCompanyTaskManagerViewOnSuccess, updateCompanyTaskManagerViewOnFailure, fetchTaskManagerMetrics, updateTaskManagerMetrics, updateTaskManagerMetricsOnFailure, clearCompanyTaskManagerView, } = companyTaskManagerView.actions;
 export default companyTaskManagerView.reducer;

package/lib/esm/view/companyTaskManagerView/companyTaskManagerViewSelector.js

@@ -1,11 +1,10 @@
 import { createSelector } from '@reduxjs/toolkit';
-import { reduceAnyFetchState } from '../../commonStateTypes/reduceFetchState';
-import { getCompanyByCompanyId, getCompanyByCompanyIds, } from '../../entity/company/companySelector';
+import { getCompanyByCompanyId } from '../../entity/company/companySelector';
 import { getTagsByIds } from '../../entity/tag/tagSelector';
 import { getTaskById } from '../../entity/task/taskSelector';
 import { getUserByUserId, getUsersByUserIds, } from '../../entity/user/userSelector';
 export const getCompanyTaskManagerView = createSelector((state) => state.companyTaskManagerViewState, (state) => state.companyState, (state) => state.userState, (state) => state.taskState, (state) => state.tagState, (companyTaskManagerViewState, companyState, userState, taskState, tagState) => {
-    const { taskIds, uiState, totalTaskCount, metrics, metricsFetchState } = companyTaskManagerViewState;
+    const { taskIds, uiState, fetchState, error, totalTaskCount, metrics, metricsFetchState, } = companyTaskManagerViewState;
     const tasksList = [];
     taskIds.forEach((taskId) => {
         const task = getTaskById(taskState, taskId);
@@ -27,22 +26,13 @@ export const getCompanyTaskManagerView = createSelector((state) => state.company
             }
         }
     });
-    const allCompanyIds = companyTaskManagerViewState.cockpitContext.companyIds;
-    const companies = getCompanyByCompanyIds(companyState, allCompanyIds).map((c) => c.company);
-    const users = getUsersByUserIds(userState, companyTaskManagerViewState.cockpitContext.userIds);
-    const fetchStateAndError = reduceAnyFetchState([
-        companyTaskManagerViewState,
-        companyTaskManagerViewState.cockpitContext,
-    ]);
     return {
-        companies,
         metrics,
         metricsFetchState,
         tasksList,
         uiState,
-        fetchState: fetchStateAndError.fetchState,
-        error: fetchStateAndError.error,
+        fetchState,
+        error,
         totalTaskCount,
-        users,
     };
 });

package/lib/esm/view/companyTaskManagerView/epics/fetchCompanyTaskManagerViewEpic.js

@@ -1,35 +1,51 @@
 import { from } from 'rxjs';
 import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { getSortOrder } from '../../../commonPayloadTypes/sortOrderPayload';
+import { updateCompanies } from '../../../entity/company/companyReducer';
 import { updateTags } from '../../../entity/tag/tagReducer';
 import { updateTasks } from '../../../entity/task/taskReducer';
+import { updateAllUsers } from '../../../entity/user/userReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { fetchCompanyTaskManagerView, updateCompanyTaskManagerViewOnFailure, updateCompanyTaskManagerViewOnSuccess, } from '../companyTaskManagerViewReducer';
-const DEFAULT_PAGE_SIZE = 100;
+const toSortKeyPayload = (sortKey) => {
+    switch (sortKey) {
+        case 'taskName':
+            return 'name';
+        case 'dueDate':
+            return 'due_date';
+        case 'createdBy':
+            return 'created_by';
+        case 'name':
+            return 'company_name';
+        default:
+            return sortKey;
+    }
+};
 export const fetchCompanyTaskManagerViewEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchCompanyTaskManagerView.match), switchMap((action) => {
-    const { from: fromOffset, searchString, sortKey, sortOrder, filters, } = action.payload;
+    const { pageToken, sortKey, sortOrder, searchString } = action.payload;
     const queryValue = {
-        size: DEFAULT_PAGE_SIZE,
-        from: fromOffset,
-        global_search: searchString ?? '',
+        page_token: pageToken,
         sort_by: toSortKeyPayload(sortKey),
         sort_order: getSortOrder(sortOrder),
-        filter_join: filters?.categoryCombinationOperator === 'AND' ? 'and' : 'or',
-        ...(filters?.categories != null && filters.categories.length > 0
-            ? { filter_by: toFilterByPayload(filters) }
-            : {}),
+        search_text: searchString ?? '',
+        view: 'cockpit_task_manager_view',
     };
     return zeniAPI
-        .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels/tasks-es?query=${encodeURIComponent(JSON.stringify(queryValue))}`)
+        .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels/tasks?query=${encodeURIComponent(JSON.stringify(queryValue))}`)
         .pipe(mergeMap((response) => {
         if (isSuccessResponse(response) && response.data != null) {
-            const tasksList = response.data.aggregations.group_by_company_name.buckets.flatMap((bucket) => bucket.tasks);
+            const tasksList = response.data.tasks;
             const actions = [
                 updateCompanyTaskManagerViewOnSuccess({
                     data: response.data,
                 }),
                 updateTasks(tasksList),
-                updateTags(tasksList.flatMap((task) => task.tags)),
+                updateCompanies({
+                    payload: response.data.companies,
+                    schema: {},
+                }),
+                updateTags(tasksList.map((task) => task.tags).flat()),
+                updateAllUsers({ users: response.data.users }),
             ];
             return from(actions);
         }
@@ -46,28 +62,3 @@ export const fetchCompanyTaskManagerViewEpic = (actions$, _state$, zeniAPI) => a
         return from(actions);
     }));
 }));
-const toSortKeyPayload = (sortKey) => {
-    switch (sortKey) {
-        case 'taskName':
-            return 'name';
-        case 'dueDate':
-            return 'due_date';
-        case 'createdBy':
-            return 'created_by';
-        case 'name':
-            return 'company_name';
-        default:
-            return sortKey;
-    }
-};
-const toFilterByPayload = (filters) => {
-    if (filters.categories == null) {
-        return [];
-    }
-    return filters.categories.map((category) => ({
-        field: category.field ?? '',
-        operator: category.matchingOperator === 'equal' ? 'is' : 'is_not',
-        values: category.values.map((v) => String(v)),
-        join: category.valuesCombinationOperator === 'ALL' ? 'and' : 'or',
-    }));
-};

package/lib/esm/view/companyView/companyViewReducer.js

@@ -309,15 +309,14 @@ const companyView = createSlice({
                 error: action.payload.status,
             };
         },
-        updateCapitalizationAccountThreshold: {
-            prepare(companyId, accountId, threshold, dismissOnboardingForAccount, allOverrides) {
+        updateCapitalizationThreshold: {
+            prepare(companyId, capitalizationThreshold, capitalizationThresholdMaxCeiling, dismissOnboardingForPopupType) {
                 return {
                     payload: {
                         companyId,
-                        accountId,
-                        threshold,
-                        dismissOnboardingForAccount,
-                        allOverrides,
+                        capitalizationThreshold,
+                        capitalizationThresholdMaxCeiling,
+                        dismissOnboardingForPopupType,
                     },
                 };
             },
@@ -330,21 +329,21 @@ const companyView = createSlice({
                 };
             },
         },
-        updateCapitalizationAccountThresholdSuccess(draft) {
+        updateCapitalizationThresholdSuccess(draft) {
             draft.passportView.capitalizationThresholdUpdateStatus = {
                 fetchState: 'Completed',
                 error: undefined,
             };
         },
-        updateCapitalizationAccountThresholdFailure(draft, action) {
+        updateCapitalizationThresholdFailure(draft, action) {
             draft.passportView.capitalizationThresholdUpdateStatus = {
                 fetchState: 'Error',
                 error: action.payload.status,
             };
         },
         dismissCapitalizationOnboarding: {
-            prepare(companyId, accountId) {
-                return { payload: { companyId, accountId } };
+            prepare(companyId, popupType) {
+                return { payload: { companyId, popupType } };
             },
             reducer(
             // eslint-disable-next-line @typescript-eslint/no-unused-vars
@@ -627,5 +626,5 @@ const companyView = createSlice({
         },
     },
 });
-export const { fetchCompanyPassportView, fetchAllCockpitViews, fetchOnboardingView, fetchManagementView, fetchSubscriptionView, fetchPortfolioView, fetchCompanyManagementView, companyManagementSaveUpdates, companyManagementSavePendingUpdates, companyManagementDiscardUpdates, companyManagementSaveUpdatesSuccess, companyManagementSaveUpdatesFailure, updateCompanyViewOnSuccess, updateCompanyViewOnFailure, fetchCompanyPortfolioView, fetchZeniUsers, updateZeniUsersOnSuccess, updateZeniUsersOnFailure, clearCompanyView, updateCompanyPortfolioUIState, updateCompanyManagementUIState, companyPassportSaveDataInLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, companyPassportUpdateCompanyDetails, companyPassportUpdateCompanyDetailsSuccess, companyPassportUpdateCompanyDetailsFailure, updateAccountingClassesEnabled, updateAccountingClassesEnabledSuccess, updateAccountingClassesEnabledFailure, updateCapitalizationAccountThreshold, updateCapitalizationAccountThresholdSuccess, updateCapitalizationAccountThresholdFailure, dismissCapitalizationOnboarding, companyPassportUpdatePrimaryContact, companyPassportUpdatePrimaryContactSuccess, companyPassportUpdatePrimaryContactFailure, companyPassportUpdateCompanyOfficer, companyPassportUpdateCompanyOfficerSuccess, companyPassportUpdateCompanyOfficerFailure, companyPassportCreateCompanyOfficers, companyPassportCreateCompanyOfficersSuccess, companyPassportCreateCompanyOfficersFailure, updateCompanyPassportLocalStoreData, saveIndustryAndIncDateInCompanyPassportLocalStore, saveCompanyPassportDetails, fetchParentSubsidiaryManagementView, updateParentSubsidiaryView, updateParentSubsidiaryViewOnFailure, updateCompanyDownloadState, fetchCompanyMetaData, updateCompanyMetaDataOnSuccess, updateCompanyMetaDataOnFailure, updateMetaDataOnSendMonthEndReport, } = companyView.actions;
+export const { fetchCompanyPassportView, fetchAllCockpitViews, fetchOnboardingView, fetchManagementView, fetchSubscriptionView, fetchPortfolioView, fetchCompanyManagementView, companyManagementSaveUpdates, companyManagementSavePendingUpdates, companyManagementDiscardUpdates, companyManagementSaveUpdatesSuccess, companyManagementSaveUpdatesFailure, updateCompanyViewOnSuccess, updateCompanyViewOnFailure, fetchCompanyPortfolioView, fetchZeniUsers, updateZeniUsersOnSuccess, updateZeniUsersOnFailure, clearCompanyView, updateCompanyPortfolioUIState, updateCompanyManagementUIState, companyPassportSaveDataInLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, companyPassportUpdateCompanyDetails, companyPassportUpdateCompanyDetailsSuccess, companyPassportUpdateCompanyDetailsFailure, updateAccountingClassesEnabled, updateAccountingClassesEnabledSuccess, updateAccountingClassesEnabledFailure, updateCapitalizationThreshold, updateCapitalizationThresholdSuccess, updateCapitalizationThresholdFailure, dismissCapitalizationOnboarding, companyPassportUpdatePrimaryContact, companyPassportUpdatePrimaryContactSuccess, companyPassportUpdatePrimaryContactFailure, companyPassportUpdateCompanyOfficer, companyPassportUpdateCompanyOfficerSuccess, companyPassportUpdateCompanyOfficerFailure, companyPassportCreateCompanyOfficers, companyPassportCreateCompanyOfficersSuccess, companyPassportCreateCompanyOfficersFailure, updateCompanyPassportLocalStoreData, saveIndustryAndIncDateInCompanyPassportLocalStore, saveCompanyPassportDetails, fetchParentSubsidiaryManagementView, updateParentSubsidiaryView, updateParentSubsidiaryViewOnFailure, updateCompanyDownloadState, fetchCompanyMetaData, updateCompanyMetaDataOnSuccess, updateCompanyMetaDataOnFailure, updateMetaDataOnSendMonthEndReport, } = companyView.actions;
 export default companyView.reducer;

package/lib/esm/view/companyView/epic/companyPassport/dismissCapitalizationOnboardingEpic.js

@@ -4,11 +4,11 @@ import { updateTenantCapitalizationOnboardingDismissed } from '../../../../entit
 import { isSuccessResponse } from '../../../../responsePayload';
 import { dismissCapitalizationOnboarding } from '../../companyViewReducer';
 export const dismissCapitalizationOnboardingEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(dismissCapitalizationOnboarding.match), switchMap((action) => {
-    const { companyId, accountId } = action.payload;
+    const { companyId, popupType } = action.payload;
     const tenantId = Object.values(state$.value.tenantState.tenantsById).find((t) => t.companyId === companyId)?.tenantId;
-    const body = {
-        capitalization_onboarding_dismissed_accounts: { [accountId]: true },
-    };
+    const body = popupType === 'prepaid'
+        ? { capitalization_onboarding_shown_for_prepaid: true }
+        : { capitalization_onboarding_shown_for_fixed_asset: true };
     return zeniAPI
         .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, body)
         .pipe(mergeMap((response) => {
@@ -16,7 +16,7 @@ export const dismissCapitalizationOnboardingEpic = (actions$, state$, zeniAPI) =
             return from([
                 updateTenantCapitalizationOnboardingDismissed({
                     tenantId,
-                    accountId,
+                    popupType,
                 }),
             ]);
         }

package/lib/esm/view/companyView/epic/companyPassport/{updateCapitalizationAccountThresholdEpic.js → updateCapitalizationThresholdEpic.js}

@@ -2,35 +2,21 @@ import { from } from 'rxjs';
 import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { updateCompanies } from '../../../../entity/company/companyReducer';
 import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
-import { updateTenantCapitalizationAccountOverride, updateTenantCapitalizationOnboardingDismissed, } from '../../../../entity/tenant/tenantReducer';
+import { updateTenantCapitalizationOnboardingDismissed, updateTenantCapitalizationThreshold, } from '../../../../entity/tenant/tenantReducer';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
-import { updateCapitalizationAccountThreshold, updateCapitalizationAccountThresholdFailure, updateCapitalizationAccountThresholdSuccess, } from '../../companyViewReducer';
-export const updateCapitalizationAccountThresholdEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(updateCapitalizationAccountThreshold.match), switchMap((action) => {
-    const { companyId, accountId, threshold, dismissOnboardingForAccount, allOverrides, } = action.payload;
+import { updateCapitalizationThreshold, updateCapitalizationThresholdFailure, updateCapitalizationThresholdSuccess, } from '../../companyViewReducer';
+export const updateCapitalizationThresholdEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(updateCapitalizationThreshold.match), switchMap((action) => {
+    const { companyId, capitalizationThreshold, capitalizationThresholdMaxCeiling, dismissOnboardingForPopupType, } = action.payload;
     const tenantId = Object.values(state$.value.tenantState.tenantsById).find((t) => t.companyId === companyId)?.tenantId;
-    let finalOverrides;
-    if (allOverrides !== undefined) {
-        finalOverrides = allOverrides ?? {};
-    }
-    else {
-        finalOverrides = {
-            ...(tenantId != null
-                ? state$.value.tenantState.tenantsById[tenantId]
-                    ?.capitalizableAccountOverrides
-                : {}),
-        };
-        if (threshold === null) {
-            delete finalOverrides[accountId];
-        }
-        else {
-            finalOverrides[accountId] = threshold;
-        }
-    }
     const body = {
-        capitalizable_account_overrides: Object.keys(finalOverrides).length > 0 ? finalOverrides : null,
+        capitalization_threshold: capitalizationThreshold,
+        capitalization_threshold_max_ceiling: capitalizationThresholdMaxCeiling,
     };
-    if (dismissOnboardingForAccount === true) {
-        body.capitalization_onboarding_dismissed_accounts = { [accountId]: true };
+    if (dismissOnboardingForPopupType === 'prepaid') {
+        body.capitalization_onboarding_shown_for_prepaid = true;
+    }
+    else if (dismissOnboardingForPopupType === 'fixed_asset') {
+        body.capitalization_onboarding_shown_for_fixed_asset = true;
     }
     return zeniAPI
         .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, body)
@@ -45,24 +31,19 @@ export const updateCapitalizationAccountThresholdEpic = (actions$, state$, zeniA
                 }));
             }
             if (tenantId != null) {
-                actions.push(updateTenantCapitalizationAccountOverride({
+                actions.push(updateTenantCapitalizationThreshold({
                     tenantId,
-                    accountId,
-                    threshold,
-                    allOverrides: allOverrides !== undefined
-                        ? Object.keys(finalOverrides).length > 0
-                            ? finalOverrides
-                            : null
-                        : undefined,
+                    capitalizationThreshold,
+                    capitalizationThresholdMaxCeiling,
                 }));
-                if (dismissOnboardingForAccount === true) {
+                if (dismissOnboardingForPopupType != null) {
                     actions.push(updateTenantCapitalizationOnboardingDismissed({
                         tenantId,
-                        accountId,
+                        popupType: dismissOnboardingForPopupType,
                     }));
                 }
             }
-            actions.push(updateCapitalizationAccountThresholdSuccess());
+            actions.push(updateCapitalizationThresholdSuccess());
             actions.push(openSnackbar({
                 messageSection: 'capitalization_threshold_update',
                 messageText: 'success',
@@ -72,7 +53,7 @@ export const updateCapitalizationAccountThresholdEpic = (actions$, state$, zeniA
         }
         else {
             return from([
-                updateCapitalizationAccountThresholdFailure({
+                updateCapitalizationThresholdFailure({
                     status: response.status,
                 }),
                 openSnackbar({
@@ -83,7 +64,7 @@ export const updateCapitalizationAccountThresholdEpic = (actions$, state$, zeniA
             ]);
         }
     }), catchError((error) => from([
-        updateCapitalizationAccountThresholdFailure({
+        updateCapitalizationThresholdFailure({
             status: createZeniAPIStatus('Unexpected error', 'Update Capitalization Threshold errored out' +
                 (error instanceof Error
                     ? error.message

package/lib/esm/view/companyView/epic/fetchAllCockpitViewsEpic.js

@@ -21,7 +21,7 @@ export const fetchAllCockpitViewsEpic = (actions$, state$) => actions$.pipe(filt
             fetchReviewCompanyView(),
             fetchCompanyHealthMetricView(),
             fetchCompanyMetaData(),
-            fetchCompanyTaskManagerView(0, 'dueDate', 'descending', false),
+            fetchCompanyTaskManagerView(null, 'dueDate', 'descending', false),
             fetchCompanyHealthMetricConfig(),
         ]);
     }
@@ -74,7 +74,7 @@ export const fetchAllCockpitViewsEpic = (actions$, state$) => actions$.pipe(filt
         }
         if (state.companyTaskManagerViewState.fetchState !== 'In-Progress' &&
             state.companyTaskManagerViewState.hasValidState() === false) {
-            fetchActions.push(fetchCompanyTaskManagerView(0, 'dueDate', 'descending', false));
+            fetchActions.push(fetchCompanyTaskManagerView(null, 'dueDate', 'descending', false));
         }
         return from(fetchActions);
     }

package/lib/esm/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.js

@@ -9,7 +9,7 @@ import { fetchMissingReceipts } from '../../reducers/missingReceiptsViewReducer'
 import { fetchReconciliation } from '../../reducers/reconciliationViewReducer';
 import { fetchTransactionCategorizationView } from '../../reducers/transactionsViewReducer';
 export const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.pipe(filter(fetchAllExpenseAutomationTabs.match), switchMap((action) => {
-    const { cacheOverride, refreshViewInBackground, isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses, } = action.payload;
+    const { cacheOverride, refreshViewInBackground, isUncategorizedExpenseCategoryEnabled, } = action.payload;
     const state = state$.value;
     const { monthEndCloseChecksState } = state;
     const { monthEndCloseChecksByTenantId } = monthEndCloseChecksState;
@@ -30,7 +30,7 @@ export const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.
     }
     if (cacheOverride === true) {
         const actions = [];
-        actions.push(fetchTransactionCategorizationView(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, cacheOverride, false, undefined, undefined, refreshViewInBackground, false, isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses), fetchMissingReceipts({ start: timePeriodStart, end: timePeriodEnd }, {
+        actions.push(fetchTransactionCategorizationView(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, cacheOverride, false, undefined, undefined, refreshViewInBackground, false, isUncategorizedExpenseCategoryEnabled), fetchMissingReceipts({ start: timePeriodStart, end: timePeriodEnd }, {
             amount: 75.0,
             currencyCode: 'USD',
             currencySymbol: '$',
@@ -83,7 +83,7 @@ export const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.
             (state.expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab].hasValidState() === false ||
                 state.expenseAutomationTransactionsViewState
                     .transactionCategorizationView[selectedTransactionCategorizationTab].transactionIdsBySelectedPeriod[monthYearPeriodId] == null)) {
-            fetchActions.push(fetchTransactionCategorizationView(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, cacheOverride, false, undefined, undefined, refreshViewInBackground, false, isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses));
+            fetchActions.push(fetchTransactionCategorizationView(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, cacheOverride, false, undefined, undefined, refreshViewInBackground, false, isUncategorizedExpenseCategoryEnabled));
         }
         return from(fetchActions);
     }

package/lib/esm/view/expenseAutomationView/epics/common/refreshExpenseAutomationCurrentTabEpic.js

@@ -10,7 +10,7 @@ import { fetchMissingReceipts } from '../../reducers/missingReceiptsViewReducer'
 import { fetchReconciliation } from '../../reducers/reconciliationViewReducer';
 import { fetchTransactionCategorizationView } from '../../reducers/transactionsViewReducer';
 export const refreshExpenseAutomationCurrentTabEpic = (actions$, state$) => actions$.pipe(filter(refreshExpenseAutomationCurrentTab.match), switchMap((action) => {
-    const { countOnlyStatuses, isUncategorizedExpenseCategoryEnabled, statuses, } = action.payload;
+    const { isUncategorizedExpenseCategoryEnabled } = action.payload;
     const state = state$.value;
     const currentTenant = getCurrentTenant(state);
     const companyId = currentTenant.companyId;
@@ -61,10 +61,9 @@ export const refreshExpenseAutomationCurrentTabEpic = (actions$, state$) => acti
             }
         }
         case 'transaction_categorization':
-        default: {
+        default:
             return from([
-                fetchTransactionCategorizationView(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, true, false, undefined, undefined, true, undefined, isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses),
+                fetchTransactionCategorizationView(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, true, false, undefined, undefined, true, undefined, isUncategorizedExpenseCategoryEnabled),
             ]);
-        }
     }
 }));

package/lib/esm/view/expenseAutomationView/epics/missingReceipts/searchTransactionsForManualMatchEpic.js

@@ -5,9 +5,14 @@ import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePay
 import { rollingCalendarDateRangeInclusive } from '../../helpers/rollingCalendarDateRangeInclusive';
 import { supportedTransactionPayloadToManualSearchResult } from '../../payload/missingReceiptsPayload';
 import { searchTransactionsForManualMatch, searchTransactionsForManualMatchFailure, searchTransactionsForManualMatchSuccess, } from '../../reducers/missingReceiptsViewReducer';
+import { DEFAULT_COMPLETED_SUB_TAB } from '../../types/completedSubTab';
 import { toTransactionsSortKey } from '../../types/transactionsViewState';
 /**
-
+ * `auto_categorized` for manual transaction search (Unmatched).
+ * Backend contract TBD — align with `fetchTransactionCategorizationEpic` (`selectedTab === 'autoCategorized'`)
+ * when the expense-automation API documents the intended filter for this flow.
+ */
+export const MANUAL_TRANSACTION_SEARCH_AUTO_CATEGORIZED = false;
 /** Inclusive rolling window for manual match search (ignores accounting period picker). */
 const MANUAL_SEARCH_TRANSACTION_DATE_RANGE_DAYS = 90;
 export const searchTransactionsForManualMatchEpic = (actions$, state$, zeniAPI) => {
@@ -36,24 +41,20 @@ export const searchTransactionsForManualMatchEpic = (actions$, state$, zeniAPI)
         const queryParam = {
             start_date: start,
             end_date: end,
+            auto_categorized: MANUAL_TRANSACTION_SEARCH_AUTO_CATEGORIZED,
             sort_by: toTransactionsSortKey(manualSearchSortKey),
             sort_order: manualSearchSortOrder === 'ascending' ? 'asc' : 'desc',
             page_token: pageToken ?? null,
             page_size: manualSearch.pageSize,
             search_text: query,
+            // Manual search ignores the Completed sub-tab axis — always span the
+            // default sentinel so the receipt-matching UX returns results
+            // regardless of where the transaction would otherwise be bucketed on
+            // the Completed tab.
+            sub_tab: DEFAULT_COMPLETED_SUB_TAB,
         };
-        // BETA TEST — Shubham dev namespace for transaction-categorization
-        // `statuses` / `count_only_statuses` rollout. Revert before merge by
-        // restoring `${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}` in
-        // place of the hardcoded base. Mirrored in
-        // `fetchTransactionCategorizationEpic.ts` and
-        // `backgroundRefetchReviewTabEpic.ts` — grep `BETA TEST` to find
-        // every override site.
-        // #region agent log
-        fetch('http://127.0.0.1:7755/ingest/4e987812-899d-4b9b-8ed6-a799cd019b33', { method: 'POST', headers: { 'Content-Type': 'application/json', 'X-Debug-Session-Id': 'f3bde0' }, body: JSON.stringify({ sessionId: 'f3bde0', hypothesisId: 'D', location: 'searchTransactionsForManualMatchEpic.ts:117', message: 'searchTransactionsForManualMatchEpic firing API', data: { query, pageToken, start: queryParam.start_date, end: queryParam.end_date, stack: (new Error().stack || '').split('\n').slice(1, 10).join(' | ') }, timestamp: Date.now() }) }).catch(() => { });
-        // #endregion
         return zeniAPI
-            .getJSON(`https://dev.api.zeni.ai/version/accounting/shubham/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
+            .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
             .pipe(mergeMap((response) => {
             if (isSuccessResponse(response) && response.data != null) {
                 const { transactions, next_page_token, total_count } = response.data;

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

@@ -10,14 +10,8 @@ import { toTransactionsSortKey } from '../../types/transactionsViewState';
 const SELECTED_TAB = 'review';
 const PAGE_SIZE = 25;
 export const backgroundRefetchReviewTabEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(backgroundRefetchReviewTab.match), switchMap((action) => {
-    const { period, isUncategorizedExpenseCategoryEnabled, reviewStatuses } = action.payload;
+    const { period, isUncategorizedExpenseCategoryEnabled } = action.payload;
     const state = state$.value;
-    // Background refetch must never widen the listing to "all statuses".
-    // Dispatchers that have access to the Statsig-resolved Review-tab
-    // status set (e.g. the EA-screen save chain) pass it through on the
-    // action; everyone else falls back to the hardcoded sentinel so the
-    // refetch matches what the user sees on the Review tab.
-    const effectiveReviewStatuses = reviewStatuses ?? ['pending_review'];
     const currentTenant = getCurrentTenant(state);
     const selectedPeriod = state.expenseAutomationViewState.selectedPeriodByTenantId[currentTenant.tenantId];
     const reviewUiState = state.expenseAutomationTransactionsViewState
@@ -27,24 +21,14 @@ export const backgroundRefetchReviewTabEpic = (actions$, state$, zeniAPI) => act
         const queryParam = {
             start_date: toString(period.start),
             end_date: toString(period.end),
+            auto_categorized: false,
             sort_by: toTransactionsSortKey(reviewUiState.sortKey),
             sort_order: reviewUiState.sortOrder === 'ascending' ? 'asc' : 'desc',
             page_token: pageToken,
             page_size: PAGE_SIZE,
             search_text: reviewUiState.searchString,
-            statuses: effectiveReviewStatuses,
         };
-        // BETA TEST — Shubham dev namespace for transaction-categorization
-        // `statuses` / `count_only_statuses` rollout. Revert before merge by
-        // restoring `${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}` in
-        // place of the hardcoded base. Mirrored in
-        // `fetchTransactionCategorizationEpic.ts` and
-        // `searchTransactionsForManualMatchEpic.ts` — grep `BETA TEST` to
-        // find every override site.
-        // #region agent log
-        fetch('http://127.0.0.1:7755/ingest/4e987812-899d-4b9b-8ed6-a799cd019b33', { method: 'POST', headers: { 'Content-Type': 'application/json', 'X-Debug-Session-Id': 'f3bde0' }, body: JSON.stringify({ sessionId: 'f3bde0', hypothesisId: 'E', location: 'backgroundRefetchReviewTabEpic.ts:112', message: 'backgroundRefetchReviewTabEpic firing API', data: { pageToken, effectiveReviewStatuses, start: queryParam.start_date, end: queryParam.end_date, stack: (new Error().stack || '').split('\n').slice(1, 10).join(' | ') }, timestamp: Date.now() }) }).catch(() => { });
-        // #endregion
-        return zeniAPI.getJSON(`https://dev.api.zeni.ai/version/accounting/shubham/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`);
+        return zeniAPI.getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`);
     };
     return fetchPage(null).pipe(expand((response) => {
         if (!isSuccessResponse(response) || response.data == null) {