@zeniai/client-epic-state 5.2.69-beta0MM → 5.2.69

package/lib/entity/jeSchedules/jeSchedulesPayload.d.ts

@@ -187,7 +187,6 @@ export interface JEOneTimeAccrualPayload {
     reversal_policy?: string | null;
     reversal_posting_date?: string | null;
     reversal_transaction_id?: ID | null;
-    reversal_transaction_integration_id?: ID | null;
     reversal_trigger?: string | null;
     reversed_by_user?: UserPayload | null;
     transaction_id?: ID | null;

package/lib/entity/jeSchedules/jeSchedulesPayload.js

@@ -550,7 +550,6 @@ function toJEOneTimeAccrual(payload) {
         transactionId: payload.transaction_id ?? undefined,
         transactionIntegrationId: payload.transaction_integration_id ?? undefined,
         reversalTransactionId: payload.reversal_transaction_id ?? undefined,
-        reversalTransactionIntegrationId: payload.reversal_transaction_integration_id ?? undefined,
         createdBy: toJEOneTimeAccrualCreator(payload.created_by_user),
         reversedBy: toJEOneTimeAccrualCreator(payload.reversed_by_user),
     };

package/lib/entity/jeSchedules/jeSchedulesState.d.ts

@@ -269,7 +269,6 @@ export interface JEOneTimeAccrualState {
     profileSnapshot?: JEOneTimeAccrualProfileSnapshot;
     reversalPostingDate?: ZeniDate;
     reversalTransactionId?: ID;
-    reversalTransactionIntegrationId?: ID;
     reversalTrigger?: OneTimeAccrualReversalTriggerType;
     reversedBy?: JEOneTimeAccrualCreator;
     transactionId?: ID;

package/lib/esm/entity/jeSchedules/jeSchedulesPayload.js

@@ -539,7 +539,6 @@ export function toJEOneTimeAccrual(payload) {
         transactionId: payload.transaction_id ?? undefined,
         transactionIntegrationId: payload.transaction_integration_id ?? undefined,
         reversalTransactionId: payload.reversal_transaction_id ?? undefined,
-        reversalTransactionIntegrationId: payload.reversal_transaction_integration_id ?? undefined,
         createdBy: toJEOneTimeAccrualCreator(payload.created_by_user),
         reversedBy: toJEOneTimeAccrualCreator(payload.reversed_by_user),
     };

package/lib/esm/view/expenseAutomationView/selectors/actualMatchingViewSelector.js

@@ -1,5 +1,5 @@
-import { createSelector } from '@reduxjs/toolkit';
 import orderBy from 'lodash/orderBy';
+import { createSelector } from '@reduxjs/toolkit';
 import { toMonthYearPeriodId, } from '../../../commonStateTypes/timePeriod';
 import { getActualMatchingMatchById } from '../../../entity/actualMatching/actualMatchingSelector';
 import { generateJEOneTimeAccrualKey } from '../../../entity/jeSchedules/jeScheduleHelper';
@@ -94,11 +94,7 @@ function collectGroupedMembers(members) {
         estimatedAmount: member.estimatedAmount,
         jeDebitAccountName: member.jeDebitAccountName,
         memo: member.memo,
-        reversalTransactionId: member.reversalTransactionId,
-        reversalTransactionIntegrationId: member.reversalTransactionIntegrationId,
         serviceMonth: member.serviceMonth,
-        transactionId: member.transactionId,
-        transactionIntegrationId: member.transactionIntegrationId,
     }));
 }
 function collectLeftoverMembers(leftovers) {
@@ -316,22 +312,18 @@ function toActualMatchingMatchView(match) {
             : match.leftovers.map(toMatchModalAccrual),
     };
 }
+const EMPTY_ACTUAL_MATCHING_ROWS = [];
 const matchViewSelectorById = new Map();
 export function getExpenseAutomationActualMatchingMatchView(state, matchId) {
     let selector = matchViewSelectorById.get(matchId);
     if (selector == null) {
         selector = createSelector([
-            (root) => root.expenseAutomationActualMatchingViewState
-                .detailFetchStateByMatchId[matchId] ?? NOT_STARTED,
+            (root) => root.expenseAutomationActualMatchingViewState.detailFetchStateByMatchId[matchId] ?? NOT_STARTED,
             (root) => root.expenseAutomationActualMatchingViewState.ignoreStatusByMatchId[matchId] ?? NOT_STARTED,
-            (root) => root.expenseAutomationActualMatchingViewState
-                .lastMatchResultsByMatchId?.[matchId],
-            (root) => root.expenseAutomationActualMatchingViewState
-                .lastUndoResultsByMatchId?.[matchId],
-            (root) => root.expenseAutomationActualMatchingViewState
-                .detailRefreshStatusByMatchId[matchId] ?? NOT_STARTED,
-            (root) => root.expenseAutomationActualMatchingViewState
-                .undoReversalStatusByMatchId[matchId] ?? NOT_STARTED,
+            (root) => root.expenseAutomationActualMatchingViewState.lastMatchResultsByMatchId?.[matchId],
+            (root) => root.expenseAutomationActualMatchingViewState.lastUndoResultsByMatchId?.[matchId],
+            (root) => root.expenseAutomationActualMatchingViewState.detailRefreshStatusByMatchId[matchId] ?? NOT_STARTED,
+            (root) => root.expenseAutomationActualMatchingViewState.undoReversalStatusByMatchId[matchId] ?? NOT_STARTED,
             (root) => getActualMatchingMatchById(root.actualMatchingState, matchId),
         ], (detailFetchState, ignoreStatus, lastMatchResults, lastUndoResults, refreshStatus, undoReversalStatus, match) => ({
             detailFetchState,
@@ -361,8 +353,7 @@ export function getActualMatchingMatchModalConfirmStatus(state, matchId) {
     if (matchId != null && matchId !== '') {
         return (state.expenseAutomationActualMatchingViewState.confirmStatusByMatchId[matchId] ?? NOT_STARTED);
     }
-    return state.expenseAutomationActualMatchingViewState.matchModal
-        .confirmStatus;
+    return state.expenseAutomationActualMatchingViewState.matchModal.confirmStatus;
 }
 export function getExpenseAutomationActualMatchingView(state) {
     const { expenseAutomationActualMatchingViewState } = state;
@@ -376,8 +367,14 @@ export function getExpenseAutomationActualMatchingView(state) {
         .filter((match) => match.members.length > 0)
         .map(toActualMatchingRow);
     const rows = allRows.filter((row) => matchesSearch(row, uiState.searchString));
-    const reversed = sortActualMatchingRows(rows.filter((row) => isReversedMatchKind(row.kind)), uiState);
-    const pendingReview = sortActualMatchingRows(rows.filter((row) => row.kind === 'pending_review'), uiState);
+    const includePendingReview = uiState.statusFilter !== 'reversed';
+    const includeReversed = uiState.statusFilter !== 'pending_review';
+    const reversed = includeReversed
+        ? sortActualMatchingRows(rows.filter((row) => isReversedMatchKind(row.kind)), uiState)
+        : EMPTY_ACTUAL_MATCHING_ROWS;
+    const pendingReview = includePendingReview
+        ? sortActualMatchingRows(rows.filter((row) => row.kind === 'pending_review'), uiState)
+        : EMPTY_ACTUAL_MATCHING_ROWS;
     const kpiSummary = buildActualMatchingKpiSummary(allRows, getTenantDisplayCurrency(state)?.currencyCode);
     const searchedAccruals = matchModal.accrualSearch.results
         .map((key) => getJEOneTimeAccrualByKey(key, state.jeSchedulesState))

package/lib/index.d.ts

@@ -316,7 +316,7 @@ import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData,
 import { acknowledgeBulkUploadConfirmMatchComplete, bulkUploadAutomatchingTimedOut, bulkUploadReceipts, bulkUploadReceiptsFailure, bulkUploadReceiptsSuccess, clearBulkUpload, clearBulkUploadBatchDetailsForScopeChange, clearManualSearchResults, clearMissingReceiptsTabNavigation, confirmBulkUploadMatch, confirmBulkUploadMatchFailure, confirmBulkUploadMatchSuccess, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsFailure, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, fetchBulkUploadBatchesFailure, fetchBulkUploadBatchesSuccess, fetchCompletedTransactions, fetchCompletedTransactionsFailure, fetchCompletedTransactionsSuccess, fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, markBatchDetailRefreshAttempted, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, pusherBatchStatusUpdate, refreshBatchDetailsForBatchId, requestMissingReceiptsTabNavigation, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, searchTransactionsForManualMatch, searchTransactionsForManualMatchFailure, searchTransactionsForManualMatchSuccess, setBulkUploadCompletedSubTab, setBulkUploadResultsTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, storeBatchDetails, updateBulkUploadProgress, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
 import { clearStatementDateConflict, confirmStatementMapping, deleteAccountStatement, deleteCombinedStatement, excludeAccountFromReconciliation, fetchReconciliation as fetchReconciliationView, includeAccountInReconciliation, parseCombinedStatement, parseStatement, parseStatementFailure, parseStatementSuccess, reparseStatement, reparseStatementFailure, reparseStatementSuccess, resetReparseStatementStatus, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, setStatementProcessingDismissedToBackground, submitCombinedStatementUpdate, submitStatementUpdate, updateAccountReconciliationLocalData as updateExpenseAutomationAccountReconciliationLocalData, updateSelectedAccountId as updateExpenseAutomationAccountReconciliationSelectedAccountId, updateSelectedTab as updateExpenseAutomationAccountReconciliationSelectedTab, updateReconListScrollPosition as updateExpenseAutomationReconListScrollPosition, updateReviewTabSortState as updateExpenseAutomationReconReviewTabListSortState, updateReviewTabLocalData as updateExpenseAutomationReconReviewTabLocalData, updateReconcileTabListScrollState as updateExpenseAutomationReconcileTabListScrollState, updateReconcileTabListSortState as updateExpenseAutomationReconcileTabListSortState, updateReconcileTabLocalData as updateExpenseAutomationReconcileTabLocalData, updateSelectedDrawerAccountId as updateExpenseAutomationSelectedDrawerAccountId, updateNodeCollapseState, updateParsedStatementData, updateStatementProcessingBackgroundCompletedSteps, updateStatementProcessingFailed, updateStatementUpdateLocalData, updateStatementUploadChosen, uploadAccountStatement } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
 import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markCategoryClassRecommendationsFailureForCategorization, markTransactionAsNotMiscategorized, removeTransactionFromAllTabs, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, updateTransactionFilters, updateTransactionGroup, uploadTransactionCategorizationReceiptSuccess } from './view/expenseAutomationView/reducers/transactionsViewReducer';
-import { ActualMatchingGroupedAccrual, ActualMatchingJournalEntryIds, ActualMatchingKpiSummary, ActualMatchingMatchModalView, ActualMatchingMatchView, ActualMatchingRow, ActualMatchingRowKind, ExpenseAutomationActualMatchingViewSelector } from './view/expenseAutomationView/selectorTypes/actualMatchingViewSelectorTypes';
+import { ActualMatchingGroupedAccrual, ActualMatchingKpiSummary, ActualMatchingMatchModalView, ActualMatchingMatchView, ActualMatchingRow, ActualMatchingRowKind, ExpenseAutomationActualMatchingViewSelector } from './view/expenseAutomationView/selectorTypes/actualMatchingViewSelectorTypes';
 import { ExpenseAutomationStepDetails, ExpenseAutomationViewSelector } from './view/expenseAutomationView/selectorTypes/expenseAutomationViewSelectorTypes';
 import { ExpenseAutomationFluxAnalysisViewSelector, FluxAnalysisOperatingExpenseView, FluxAnalysisVendorView, FluxAnalysisViewSectionReport, FluxVendorAccountsAndClassesView } from './view/expenseAutomationView/selectorTypes/fluxAnalysisViewSelectorTypes';
 import { JEAccountSettingsView } from './view/expenseAutomationView/selectorTypes/jeAccountSettingsViewSelectorTypes';
@@ -736,7 +736,7 @@ export { TransactionsOrder, COABalancesSliceOrder, EntityOrder, Section, Section
 export { ClassesViewSelectorReportV2 };
 export { BalancesTimeseries, TrendTimeseries, BalanceKind };
 export { fetchMonthEndCloseChecks, fetchMonthClosePerformanceTrend, MonthClosePerformanceTrend, MonthEndCloseCheck, getMonthEndCloseChecksViewByTenantId, MonthEndCloseChecksView, MonthEndCloseCheckFrequency, MonthCloseCheckMetrics, MonthCloseCheckProgressJson, ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY, MonthEndAuditSummary, };
-export { ExpenseAutomationViewSelector, ExpenseAutomationStepDetails, ExpenseAutomationViewType, ExpenseAutomationMissingReceiptsViewSelector, BulkUploadSelectorData, ExpenseAutomationFluxAnalysisViewSelector, FluxAnalysisVendorView, FluxAnalysisViewSectionReport, FluxVendorAccountsAndClassesView, ExpenseAutomationMissingReceiptsViewUIState, ExpenseAutomationMissingReceiptsViewState, ExpenseAutomationViewState, ExpenseAutomationTransactionsTab, ExpenseAutomationMissingReceiptsSortKey, BATCH_FILE_STATUSES, BatchDetails, BatchFile, BatchFileStatus, BatchListItem, isUnmatchedTabFileStatus, BatchStatus, BatchStatusValue, BatchSummary, BulkUploadPhase, BulkUploadResultsTab, BulkUploadSortKey, BulkUploadState, CandidateRef, CompletedSubTab, CompletedTransactionsSelectorData, DEFAULT_COMPLETED_SUB_TAB, DEFAULT_TRANSACTION_GROUP, TRANSACTION_GROUPS, TransactionGroup, toTransactionGroup, MatchCandidate, MatchSource, MissingReceiptsTab, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, ResolvedBatchFile, ResolvedBatchDetails, ResolvedCandidate, ExpenseAutomationJEScheduleSortKey, ExpenseAutomationJESchedulesViewUIState, ExpenseAutomationActualMatchingViewSelector, ActualMatchingGroupedAccrual, ActualMatchingJournalEntryIds, ActualMatchingKpiSummary, ActualMatchingMatchModalView, ActualMatchingMatchView, ActualMatchingRow, ActualMatchingRowKind, ExpenseAutomationActualMatchingSortKey, ExpenseAutomationActualMatchingStatusFilter, ExpenseAutomationActualMatchingViewUIState, ActualMatchingTransactionSearchResult, MatchAndReverseAccrualsParams, MatchAndReverseResult, MatchAndReverseResultStatus, ALL_ACTUAL_MATCHING_IGNORE_REASONS, ActualMatchingIgnoreReasonType, IgnoreActualMatchingSuggestionParams, UndoReversalAccrualsParams, UndoReversalResult, UndoReversalResultStatus, actualMatchingTransactionLineKey, JEKpiSummary, ALL_JE_PAGE_TABS, JEPageTab, MATCH_ACCRUAL_SEARCH_LIMIT, MATCH_SEARCH_DEBOUNCE_MS, MATCH_TRANSACTION_SEARCH_PAGE_SIZE, toExpenseAutomationJEScheduleSortKey, toExpenseAutomationActualMatchingSortKey, toExpenseAutomationActualMatchingStatusFilter, toActualMatchingIgnoreReasonType, toJEPageTab, toMatchAndReverseResultStatus, toUndoReversalResultStatus, toggleJECreatedGroupCollapsed, toggleJEFailedGroupCollapsed, toggleJEPendingGroupCollapsed, updateJEScheduleTypeFilter, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, toExpenseAutomationViewTypeStrict, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionGroup, fetchExpenseAutomationMissingReceipts, bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, clearBulkUploadBatchDetailsForScopeChange, markBatchDetailRefreshAttempted, refreshBatchDetailsForBatchId, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, FluxAnalysisOperatingExpenseView, FluxAnalysisSectionType, getExpenseAutomationFluxAnalysisView, FluxAnalysisSortKey, FluxAnalysisActionType, FluxBalancesByMonth, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, getLastTransferEntryReplacement, ReconReconcileSortKey, ReconciliationReconcileTabLocalData, FluxAnalysisReviewStatus, updateFluxAnalysisViewUIState, FluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, SaveExpenseAutomationReconciliationActionType, ExcludeAccountFromReconciliationPayload, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, ExpenseAutomationReconciliationViewSelector, getExpenseAutomationReconciliationView, getLedgerAccountIdsWithStatementOverrideWarning, getLedgerAccountsForCombinedStatementMapping, getReparseStatementStatusByAccountId, getUnavailableLedgerAccountIds, AccountReconciliationBySection, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, UploadStatementDocumentAIResponse, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, AccountReconciliationByAccount, AccountReconciliationEntity, getAccountReconByAccountIdAndSelectedPeriod, ExpenseAutomationReconciliationViewTab, toReconciliationTabsType, isAccountReconReport, ReconReviewSortKey, AccountReconSectionID, ReconciliationReviewTabLocalData, TransactionsToReview, RecommendedActionCodeType, ReconciliationStatusCodeType, BalanceDataStatusCodeType, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, updateStatementProcessingFailed, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, BankStatusCodeType, ReconciliationAccountSourceType, toReconciliationAccountSource, StatementStatusCodeType, AccountReconciliationLocalData, CombinedStatementAccount, StatementAccountScope, StatementDataStatusCodeType, deleteAccountStatement, deleteCombinedStatement, uploadAccountStatement, parseCombinedStatement, parseStatement, parseStatementSuccess, parseStatementFailure, reparseStatement, reparseStatementSuccess, reparseStatementFailure, resetReparseStatementStatus, updateParsedStatementData, updateNodeCollapseState, UploadStatementDocumentAIPayload, updateStatementUploadChosen, submitCombinedStatementUpdate, submitStatementUpdate, clearStatementDateConflict, confirmStatementMapping, StatementDateConflict, updateStatementUpdateLocalData, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, setStatementProcessingDismissedToBackground, updateStatementProcessingBackgroundCompletedSteps, ParsedStatementData, StatementUpdateLocalData, StatementMeta, StatementTransaction, StatementTransactionForUpdate, StatementTransactionsUpdate, };
+export { ExpenseAutomationViewSelector, ExpenseAutomationStepDetails, ExpenseAutomationViewType, ExpenseAutomationMissingReceiptsViewSelector, BulkUploadSelectorData, ExpenseAutomationFluxAnalysisViewSelector, FluxAnalysisVendorView, FluxAnalysisViewSectionReport, FluxVendorAccountsAndClassesView, ExpenseAutomationMissingReceiptsViewUIState, ExpenseAutomationMissingReceiptsViewState, ExpenseAutomationViewState, ExpenseAutomationTransactionsTab, ExpenseAutomationMissingReceiptsSortKey, BATCH_FILE_STATUSES, BatchDetails, BatchFile, BatchFileStatus, BatchListItem, isUnmatchedTabFileStatus, BatchStatus, BatchStatusValue, BatchSummary, BulkUploadPhase, BulkUploadResultsTab, BulkUploadSortKey, BulkUploadState, CandidateRef, CompletedSubTab, CompletedTransactionsSelectorData, DEFAULT_COMPLETED_SUB_TAB, DEFAULT_TRANSACTION_GROUP, TRANSACTION_GROUPS, TransactionGroup, toTransactionGroup, MatchCandidate, MatchSource, MissingReceiptsTab, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, ResolvedBatchFile, ResolvedBatchDetails, ResolvedCandidate, ExpenseAutomationJEScheduleSortKey, ExpenseAutomationJESchedulesViewUIState, ExpenseAutomationActualMatchingViewSelector, ActualMatchingGroupedAccrual, ActualMatchingKpiSummary, ActualMatchingMatchModalView, ActualMatchingMatchView, ActualMatchingRow, ActualMatchingRowKind, ExpenseAutomationActualMatchingSortKey, ExpenseAutomationActualMatchingStatusFilter, ExpenseAutomationActualMatchingViewUIState, ActualMatchingTransactionSearchResult, MatchAndReverseAccrualsParams, MatchAndReverseResult, MatchAndReverseResultStatus, ALL_ACTUAL_MATCHING_IGNORE_REASONS, ActualMatchingIgnoreReasonType, IgnoreActualMatchingSuggestionParams, UndoReversalAccrualsParams, UndoReversalResult, UndoReversalResultStatus, actualMatchingTransactionLineKey, JEKpiSummary, ALL_JE_PAGE_TABS, JEPageTab, MATCH_ACCRUAL_SEARCH_LIMIT, MATCH_SEARCH_DEBOUNCE_MS, MATCH_TRANSACTION_SEARCH_PAGE_SIZE, toExpenseAutomationJEScheduleSortKey, toExpenseAutomationActualMatchingSortKey, toExpenseAutomationActualMatchingStatusFilter, toActualMatchingIgnoreReasonType, toJEPageTab, toMatchAndReverseResultStatus, toUndoReversalResultStatus, toggleJECreatedGroupCollapsed, toggleJEFailedGroupCollapsed, toggleJEPendingGroupCollapsed, updateJEScheduleTypeFilter, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, toExpenseAutomationViewTypeStrict, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionGroup, fetchExpenseAutomationMissingReceipts, bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, clearBulkUploadBatchDetailsForScopeChange, markBatchDetailRefreshAttempted, refreshBatchDetailsForBatchId, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, FluxAnalysisOperatingExpenseView, FluxAnalysisSectionType, getExpenseAutomationFluxAnalysisView, FluxAnalysisSortKey, FluxAnalysisActionType, FluxBalancesByMonth, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, getLastTransferEntryReplacement, ReconReconcileSortKey, ReconciliationReconcileTabLocalData, FluxAnalysisReviewStatus, updateFluxAnalysisViewUIState, FluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, SaveExpenseAutomationReconciliationActionType, ExcludeAccountFromReconciliationPayload, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, ExpenseAutomationReconciliationViewSelector, getExpenseAutomationReconciliationView, getLedgerAccountIdsWithStatementOverrideWarning, getLedgerAccountsForCombinedStatementMapping, getReparseStatementStatusByAccountId, getUnavailableLedgerAccountIds, AccountReconciliationBySection, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, UploadStatementDocumentAIResponse, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, AccountReconciliationByAccount, AccountReconciliationEntity, getAccountReconByAccountIdAndSelectedPeriod, ExpenseAutomationReconciliationViewTab, toReconciliationTabsType, isAccountReconReport, ReconReviewSortKey, AccountReconSectionID, ReconciliationReviewTabLocalData, TransactionsToReview, RecommendedActionCodeType, ReconciliationStatusCodeType, BalanceDataStatusCodeType, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, updateStatementProcessingFailed, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, BankStatusCodeType, ReconciliationAccountSourceType, toReconciliationAccountSource, StatementStatusCodeType, AccountReconciliationLocalData, CombinedStatementAccount, StatementAccountScope, StatementDataStatusCodeType, deleteAccountStatement, deleteCombinedStatement, uploadAccountStatement, parseCombinedStatement, parseStatement, parseStatementSuccess, parseStatementFailure, reparseStatement, reparseStatementSuccess, reparseStatementFailure, resetReparseStatementStatus, updateParsedStatementData, updateNodeCollapseState, UploadStatementDocumentAIPayload, updateStatementUploadChosen, submitCombinedStatementUpdate, submitStatementUpdate, clearStatementDateConflict, confirmStatementMapping, StatementDateConflict, updateStatementUpdateLocalData, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, setStatementProcessingDismissedToBackground, updateStatementProcessingBackgroundCompletedSteps, ParsedStatementData, StatementUpdateLocalData, StatementMeta, StatementTransaction, StatementTransactionForUpdate, StatementTransactionsUpdate, };
 export { JEScheduleLocalData };
 export { ExpenseAutomationJESchedulesViewSelector, JEAccountSettingsView, ExpenseAutomationJEOneTimeAccrualDetailView, JEScheduleRow, JEScheduledTransactionWithFailedEntries, NewJeDetailLocalData, NewJeScheduleState, NewOneTimeAccrualLocalData, NewAccrualAccountsView, NewScheduleLocalData, NewScheduleLocalDataFixedAssets, NewScheduleSearchTransactionsView, NewScheduleView, SearchTransactionsState, computeNewScheduleJeDetails, createOneTimeAccrual, createOneTimeAccrualFailure, createOneTimeAccrualSuccess, fetchOneTimeAccrual, getJeNewAccrualAccountsView, ignoreOneTimeAccrual, promoteOneTimeAccrual, revertJeSchedule, revertOneTimeAccrual, getJeNewScheduleSearchTransactionsView, getJeNewScheduleView, };
 export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateTransactionFilters, updateSelectedCheckboxTransactionIds, markCategoryClassRecommendationsFailureForCategorization, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, resetCreateTransferEntryStatus, clearTransferEntryRouteReplacement, fetchAccountsForTransferFlow, removeTransactionFromAllTabs, clearExpenseAutomationTransactionsView, TransactionsSortKey, toTransactionsSortKey, TransactionsTab, TransactionCategorizationLineItemData, TransactionReviewLocalData, SupportedTransactionCategorization, ExpenseAutomationTransactionsViewState, ExpenseAutomationTransactionsViewUIState, ExpenseAutomationTransactionViewSelector, TransactionReviewLocalDataSelectorView, };

package/lib/view/expenseAutomationView/selectorTypes/actualMatchingViewSelectorTypes.d.ts

@@ -5,14 +5,13 @@ import { JEOneTimeAccrual } from '../../../entity/jeSchedules/jeSchedulesSelecto
 import { ZeniDate } from '../../../zeniDayJS';
 import { ActualMatchingTransactionSearchResult, ActualMatchingViewUIState, MatchAndReverseResult } from '../types/actualMatchingViewState';
 export type ActualMatchingRowKind = 'auto_reversed' | 'pending_review' | 'manually_reversed';
-export type ActualMatchingJournalEntryIds = Pick<JEOneTimeAccrual, 'reversalTransactionId' | 'reversalTransactionIntegrationId' | 'transactionId' | 'transactionIntegrationId'>;
 export type ActualMatchingGroupedAccrual = {
     accrualId: ID;
     estimatedAmount?: Amount;
     jeDebitAccountName?: string;
     memo?: string;
     serviceMonth?: string;
-} & ActualMatchingJournalEntryIds;
+};
 export interface ActualMatchingRow extends JEOneTimeAccrual {
     accruedAmount: Amount;
     actualAmount: Amount;

package/lib/view/expenseAutomationView/selectors/actualMatchingViewSelector.js

@@ -20,8 +20,8 @@ exports.getCloseMatchAfterUndoMatchId = getCloseMatchAfterUndoMatchId;
 exports.getCloseMatchAfterIgnoreMatchId = getCloseMatchAfterIgnoreMatchId;
 exports.getActualMatchingMatchModalConfirmStatus = getActualMatchingMatchModalConfirmStatus;
 exports.getExpenseAutomationActualMatchingView = getExpenseAutomationActualMatchingView;
-const toolkit_1 = require("@reduxjs/toolkit");
 const orderBy_1 = __importDefault(require("lodash/orderBy"));
+const toolkit_1 = require("@reduxjs/toolkit");
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const actualMatchingSelector_1 = require("../../../entity/actualMatching/actualMatchingSelector");
 const jeScheduleHelper_1 = require("../../../entity/jeSchedules/jeScheduleHelper");
@@ -116,11 +116,7 @@ function collectGroupedMembers(members) {
         estimatedAmount: member.estimatedAmount,
         jeDebitAccountName: member.jeDebitAccountName,
         memo: member.memo,
-        reversalTransactionId: member.reversalTransactionId,
-        reversalTransactionIntegrationId: member.reversalTransactionIntegrationId,
         serviceMonth: member.serviceMonth,
-        transactionId: member.transactionId,
-        transactionIntegrationId: member.transactionIntegrationId,
     }));
 }
 function collectLeftoverMembers(leftovers) {
@@ -338,22 +334,18 @@ function toActualMatchingMatchView(match) {
             : match.leftovers.map(toMatchModalAccrual),
     };
 }
+const EMPTY_ACTUAL_MATCHING_ROWS = [];
 const matchViewSelectorById = new Map();
 function getExpenseAutomationActualMatchingMatchView(state, matchId) {
     let selector = matchViewSelectorById.get(matchId);
     if (selector == null) {
         selector = (0, toolkit_1.createSelector)([
-            (root) => root.expenseAutomationActualMatchingViewState
-                .detailFetchStateByMatchId[matchId] ?? NOT_STARTED,
+            (root) => root.expenseAutomationActualMatchingViewState.detailFetchStateByMatchId[matchId] ?? NOT_STARTED,
             (root) => root.expenseAutomationActualMatchingViewState.ignoreStatusByMatchId[matchId] ?? NOT_STARTED,
-            (root) => root.expenseAutomationActualMatchingViewState
-                .lastMatchResultsByMatchId?.[matchId],
-            (root) => root.expenseAutomationActualMatchingViewState
-                .lastUndoResultsByMatchId?.[matchId],
-            (root) => root.expenseAutomationActualMatchingViewState
-                .detailRefreshStatusByMatchId[matchId] ?? NOT_STARTED,
-            (root) => root.expenseAutomationActualMatchingViewState
-                .undoReversalStatusByMatchId[matchId] ?? NOT_STARTED,
+            (root) => root.expenseAutomationActualMatchingViewState.lastMatchResultsByMatchId?.[matchId],
+            (root) => root.expenseAutomationActualMatchingViewState.lastUndoResultsByMatchId?.[matchId],
+            (root) => root.expenseAutomationActualMatchingViewState.detailRefreshStatusByMatchId[matchId] ?? NOT_STARTED,
+            (root) => root.expenseAutomationActualMatchingViewState.undoReversalStatusByMatchId[matchId] ?? NOT_STARTED,
             (root) => (0, actualMatchingSelector_1.getActualMatchingMatchById)(root.actualMatchingState, matchId),
         ], (detailFetchState, ignoreStatus, lastMatchResults, lastUndoResults, refreshStatus, undoReversalStatus, match) => ({
             detailFetchState,
@@ -383,8 +375,7 @@ function getActualMatchingMatchModalConfirmStatus(state, matchId) {
     if (matchId != null && matchId !== '') {
         return (state.expenseAutomationActualMatchingViewState.confirmStatusByMatchId[matchId] ?? NOT_STARTED);
     }
-    return state.expenseAutomationActualMatchingViewState.matchModal
-        .confirmStatus;
+    return state.expenseAutomationActualMatchingViewState.matchModal.confirmStatus;
 }
 function getExpenseAutomationActualMatchingView(state) {
     const { expenseAutomationActualMatchingViewState } = state;
@@ -398,8 +389,14 @@ function getExpenseAutomationActualMatchingView(state) {
         .filter((match) => match.members.length > 0)
         .map(toActualMatchingRow);
     const rows = allRows.filter((row) => matchesSearch(row, uiState.searchString));
-    const reversed = sortActualMatchingRows(rows.filter((row) => isReversedMatchKind(row.kind)), uiState);
-    const pendingReview = sortActualMatchingRows(rows.filter((row) => row.kind === 'pending_review'), uiState);
+    const includePendingReview = uiState.statusFilter !== 'reversed';
+    const includeReversed = uiState.statusFilter !== 'pending_review';
+    const reversed = includeReversed
+        ? sortActualMatchingRows(rows.filter((row) => isReversedMatchKind(row.kind)), uiState)
+        : EMPTY_ACTUAL_MATCHING_ROWS;
+    const pendingReview = includePendingReview
+        ? sortActualMatchingRows(rows.filter((row) => row.kind === 'pending_review'), uiState)
+        : EMPTY_ACTUAL_MATCHING_ROWS;
     const kpiSummary = buildActualMatchingKpiSummary(allRows, getTenantDisplayCurrency(state)?.currencyCode);
     const searchedAccruals = matchModal.accrualSearch.results
         .map((key) => (0, jeSchedulesSelector_1.getJEOneTimeAccrualByKey)(key, state.jeSchedulesState))

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

@@ -21,8 +21,9 @@ export interface ActualMatchingViewUIState {
     sortKey: ActualMatchingSortKey;
     sortOrder: SortOrder;
     /**
-     * Unused by the list: Pending review and Reversed always render as separate
-     * tables. Kept so persisted UI state and older clients still hydrate.
+     * List-only filter. `all` shows both groups; `pending_review` / `reversed`
+     * empty the other group (`reversed` includes auto and manual). KPI summary
+     * stays on the unfiltered period.
      */
     statusFilter: ActualMatchingStatusFilter;
 }

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.2.69-beta0MM",
+  "version": "5.2.69",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",