@zeniai/client-epic-state 5.0.64-betaAR2 → 5.0.64-betaSS1

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

@@ -14,7 +14,6 @@ import { ZeniAPIStatus } from '../../../responsePayload';
 import { UncategorizedAccounts } from '../../accountList/accountListSelector';
 import { UpdateTransactionCategorizationResponsePayload } from '../payload/transactionCategorizationPayload';
 import { SupportedTransactionCategorization, TransactionSaveUpdates, TransactionsTab, TransactionsTabViewState, TransactionsViewState, TransactionsViewUIState } from '../types/transactionsViewState';
-import { TransactionFilters } from '../transactionFilterHelpers';
 export declare const initialTransactionTabViewState: TransactionsTabViewState;
 export declare const initialState: TransactionsViewState;
 export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", period: TimePeriod, cacheOverride?: any, keepExistingListItems?: any, searchString?: string | undefined, pageToken?: PageToken | undefined, refreshViewInBackground?: any, resetListItems?: boolean | undefined, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
@@ -30,10 +29,7 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
 }, "expenseAutomationTransactionsView/fetchTransactionCategorization", never, never>, updateTransactionCategorizationUIState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     selectedTab: TransactionsTab;
     uiState: Partial<TransactionsViewUIState>;
-}, "expenseAutomationTransactionsView/updateTransactionCategorizationUIState">, updateTransactionFilters: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
-    filters: TransactionFilters;
-    selectedTab: TransactionsTab;
-}, "expenseAutomationTransactionsView/updateTransactionFilters">, initializeTransactionCategorizationViewLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionIds: string[], selectedPeriod: MonthYearPeriod, keepExistingListItems: any, pageToken: PageToken, totalCount: number, lineItemsByTransactionIds: Record<string, string[]>, refreshViewInBackground?: any, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
+}, "expenseAutomationTransactionsView/updateTransactionCategorizationUIState">, initializeTransactionCategorizationViewLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionIds: string[], selectedPeriod: MonthYearPeriod, keepExistingListItems: any, pageToken: PageToken, totalCount: number, lineItemsByTransactionIds: Record<string, string[]>, refreshViewInBackground?: any, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
     selectedTab: "review" | "autoCategorized";
     transactionIds: string[];
     selectedPeriod: MonthYearPeriod;
@@ -69,7 +65,9 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
     isUncategorizedExpenseCategoryEnabled: boolean | undefined;
 }, "expenseAutomationTransactionsView/updateTransactionCategorization", never, never>, updateCurrentSelectedTransactionCategorizationTab: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[newSelectedTab: "review" | "autoCategorized"], {
     newSelectedTab: "review" | "autoCategorized";
-}, "expenseAutomationTransactionsView/updateCurrentSelectedTransactionCategorizationTab", never, never>, updateTransactionCategorizationSaveStatus: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", fetchState: FetchState, error?: ZeniAPIStatus<Record<string, unknown>> | undefined], {
+}, "expenseAutomationTransactionsView/updateCurrentSelectedTransactionCategorizationTab", never, never>, updateTransactionCategorizationCompletedSubTab: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[newSubTab: "all" | "manual" | "ai_accountant"], {
+    newSubTab: "all" | "manual" | "ai_accountant";
+}, "expenseAutomationTransactionsView/updateTransactionCategorizationCompletedSubTab", never, never>, updateTransactionCategorizationSaveStatus: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", fetchState: FetchState, error?: ZeniAPIStatus<Record<string, unknown>> | undefined], {
     selectedTab: "review" | "autoCategorized";
     fetchState: FetchState;
     error: ZeniAPIStatus<Record<string, unknown>> | undefined;
@@ -124,7 +122,11 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
     selectedPeriod: MonthYearPeriod;
     selectedTab: TransactionsTab;
     totalCount: number;
-}, "expenseAutomationTransactionsView/updateTotalCountForTransactionCategorization">, fetchTransactionCategorizationSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "expenseAutomationTransactionsView/updateTotalCountForTransactionCategorization">, updateParentTotalCountForTab: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    parentTotalCount: number;
+    selectedPeriod: MonthYearPeriod;
+    selectedTab: TransactionsTab;
+}, "expenseAutomationTransactionsView/updateParentTotalCountForTab">, fetchTransactionCategorizationSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     selectedTab: TransactionsTab;
     status: ZeniAPIStatus;
     refreshViewInBackground?: boolean;

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

@@ -4,13 +4,14 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = 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.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = 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.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"));
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const vendorTransaction_1 = require("../../../entity/transaction/stateTypes/vendorTransaction");
 const transactionCategorizationLocalDataHelper_1 = require("../helpers/transactionCategorizationLocalDataHelper");
+const completedSubTab_1 = require("../types/completedSubTab");
 exports.initialTransactionTabViewState = {
     saveStatus: {
         fetchState: 'Not-Started',
@@ -34,10 +35,6 @@ exports.initialTransactionTabViewState = {
         totalCount: {},
         limit: 10,
     },
-    filters: {
-        categoryCombinationOperator: 'AND',
-        categories: [],
-    },
     fetchState: 'Not-Started',
     error: undefined,
     hasValidState() {
@@ -52,12 +49,68 @@ exports.initialTransactionTabViewState = {
     selectedTransactionLineId: undefined,
 };
 exports.initialState = {
+    autoCategorizedSubTabCache: {},
+    parentTotalCountByTab: {
+        review: {},
+        autoCategorized: {},
+    },
     selectedTransactionCategorizationTab: 'review',
+    selectedTransactionCategorizationCompletedSubTab: completedSubTab_1.DEFAULT_COMPLETED_SUB_TAB,
     transactionCategorizationView: {
         review: { ...exports.initialTransactionTabViewState },
         autoCategorized: { ...exports.initialTransactionTabViewState },
     },
 };
+/**
+ * Capture the autoCategorized tab's current paginated dataset for a sub-tab.
+ * The mid-flight `'In-Progress'` state is normalised to `'Completed'` because
+ * the in-flight request is cancelled by `switchMap` in the fetch epic when the
+ * sub-tab changes — restoring `'In-Progress'` later would leave the UI stuck
+ * showing a phantom loading state with no fetch actually running. Length-zero
+ * datasets degrade to `'Not-Started'` so the next visit triggers a fresh
+ * fetch from page 1 instead of short-circuiting on stale empty caches.
+ *
+ * Snapshot scope (deliberately narrow):
+ * - Captured: `pageToken`, `totalCount`, `transactionIdsBySelectedPeriod`,
+ *   `fetchState`, `error`. These are the keys the fetch epic's cache check
+ *   reads to decide whether to short-circuit a sub-tab revisit.
+ * - Intentionally NOT captured (left in place on `autoCat` and inherited by
+ *   the incoming sub-tab):
+ *     - `uiState.searchString`, `uiState.sortKey`, `uiState.sortOrder`,
+ *       `uiState.scrollPosition`, `uiState.nodeCollapseState`,
+ *       `uiState.limit` — search and sort are user-applied preferences that
+ *       persist across sub-tabs by design (a search query stays active when
+ *       the user toggles between Manual / AI Accountant).
+ *     - `selectedCheckBoxTransactionIds` — selection state is intentionally
+ *       cleared at the action source (the fetch epic / save flow), not
+ *       by the snapshot path. Carrying selection across sub-tabs is safe
+ *       because every sub-tab change goes through a fetch round-trip that
+ *       reconciles selection against the new row IDs.
+ *     - `transactionReviewLocalDataById`, `transactionIdsWithUnsavedData`,
+ *       `uploadReceiptStatusById`, `saveStatus`, `refreshStatus`,
+ *       `markAsNotMiscategorizedStatus` — these are per-row / per-flight
+ *       caches that are write-through global state, not sub-tab-scoped.
+ *
+ * If the contract changes (e.g. selection should reset on every sub-tab
+ * switch), update both this comment and the snapshot return shape together.
+ */
+function snapshotAutoCategorizedTab(autoCat) {
+    const transactionIdsBySelectedPeriod = {
+        ...autoCat.transactionIdsBySelectedPeriod,
+    };
+    const hasAnyLoadedRows = Object.values(transactionIdsBySelectedPeriod).some((ids) => ids.length > 0);
+    let normalisedFetchState = autoCat.fetchState;
+    if (normalisedFetchState === 'In-Progress') {
+        normalisedFetchState = hasAnyLoadedRows ? 'Completed' : 'Not-Started';
+    }
+    return {
+        error: autoCat.error,
+        fetchState: normalisedFetchState,
+        pageToken: autoCat.uiState.pageToken,
+        totalCount: { ...autoCat.uiState.totalCount },
+        transactionIdsBySelectedPeriod,
+    };
+}
 const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
     name: 'expenseAutomationTransactionsView',
     initialState: exports.initialState,
@@ -247,12 +300,6 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     uiState.totalCount;
             }
         },
-        updateTransactionFilters(draft, action) {
-            const { selectedTab, filters } = action.payload;
-            if (filters != null) {
-                draft.transactionCategorizationView[selectedTab].filters = filters;
-            }
-        },
         saveTransactionCategorization: {
             prepare(selectedTab, transactionIds, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled) {
                 return {
@@ -277,6 +324,48 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                 return { payload: { newSelectedTab } };
             },
         },
+        updateTransactionCategorizationCompletedSubTab: {
+            reducer(draft, action) {
+                const { newSubTab } = action.payload;
+                const previousSubTab = draft.selectedTransactionCategorizationCompletedSubTab;
+                if (previousSubTab === newSubTab) {
+                    return;
+                }
+                const autoCat = draft.transactionCategorizationView.autoCategorized;
+                // Snapshot the outgoing sub-tab so a future revisit can short-circuit
+                // the fetch epic (mirrors the parent-tab "don't refetch what's
+                // already cached" behaviour). Period-scoped data is preserved as-is
+                // because the snapshot itself is keyed only by sub-tab; the active
+                // tab's per-period maps remain the source of truth while live.
+                draft.autoCategorizedSubTabCache[previousSubTab] =
+                    snapshotAutoCategorizedTab(autoCat);
+                const cached = draft.autoCategorizedSubTabCache[newSubTab];
+                if (cached != null) {
+                    autoCat.uiState.pageToken = cached.pageToken;
+                    autoCat.uiState.totalCount = { ...cached.totalCount };
+                    autoCat.transactionIdsBySelectedPeriod = {
+                        ...cached.transactionIdsBySelectedPeriod,
+                    };
+                    autoCat.fetchState = cached.fetchState;
+                    autoCat.error = cached.error;
+                }
+                else {
+                    // Sub-tab has never been visited — clear the active slot so the
+                    // view-epic's `fetchState === 'Not-Started' || transactionIds.length
+                    // === 0` cache check falls through and triggers a fresh page-1
+                    // fetch for the new dataset.
+                    autoCat.uiState.pageToken = null;
+                    autoCat.uiState.totalCount = {};
+                    autoCat.transactionIdsBySelectedPeriod = {};
+                    autoCat.fetchState = 'Not-Started';
+                    autoCat.error = undefined;
+                }
+                draft.selectedTransactionCategorizationCompletedSubTab = newSubTab;
+            },
+            prepare(newSubTab) {
+                return { payload: { newSubTab } };
+            },
+        },
         updateTransactionCategorization: {
             reducer(draft, action) {
                 const selectedTab = action.payload.selectedTab;
@@ -714,6 +803,10 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
             const { selectedTab, selectedPeriod, totalCount } = action.payload;
             draft.transactionCategorizationView[selectedTab].uiState.totalCount[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] = totalCount;
         },
+        updateParentTotalCountForTab(draft, action) {
+            const { selectedTab, selectedPeriod, parentTotalCount } = action.payload;
+            draft.parentTotalCountByTab[selectedTab][(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] = parentTotalCount;
+        },
         updateSelectedCheckboxTransactionIds(draft, action) {
             const selectedTab = action.payload.selectedTab;
             const transactionIds = action.payload.transactionIds;
@@ -724,6 +817,16 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
             draft.transactionCategorizationView[selectedTab] = {
                 ...exports.initialTransactionTabViewState,
             };
+            draft.parentTotalCountByTab[selectedTab] = {};
+            // The per-sub-tab snapshot cache lives at the slice root and is
+            // exclusively populated by the autoCategorized tab's sub-tab switching
+            // (see updateTransactionCategorizationCompletedSubTab). When that tab
+            // is reset, leaving stale snapshots behind would short-circuit the
+            // next sub-tab visit with phantom row IDs / page tokens that no longer
+            // correspond to anything in state — drop them in lockstep.
+            if (selectedTab === 'autoCategorized') {
+                draft.autoCategorizedSubTabCache = {};
+            }
         },
         clearExpenseAutomationTransactionsView(draft) {
             Object.assign(draft, exports.initialState);
@@ -820,5 +923,5 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.updateTransactionFilters = _a.updateTransactionFilters, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.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.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.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab, exports.updateTransactionCategorizationUploadReceiptState = _a.updateTransactionCategorizationUploadReceiptState, exports.uploadTransactionCategorizationReceiptSuccess = _a.uploadTransactionCategorizationReceiptSuccess;
+_a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, 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.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab, exports.updateTransactionCategorizationUploadReceiptState = _a.updateTransactionCategorizationUploadReceiptState, exports.uploadTransactionCategorizationReceiptSuccess = _a.uploadTransactionCategorizationReceiptSuccess;
 exports.default = expenseAutomationTransactionsView.reducer;

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

@@ -2,7 +2,8 @@ import { CompletionStatusType, FetchStateAndError, ID } from '../../../commonSta
 import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { SelectorView } from '../../../commonStateTypes/viewAndReport/viewAndReport';
 import { SupportedTransaction } from '../../../entity/transaction/transactionState';
-import type { BatchFileStatus, BatchListItem, BatchStatus, BulkUploadPhase, BulkUploadResultsTab, BulkUploadSortKey, CompletedSubTab, ManualSearchState, MatchSource, MissingReceiptsViewUIState } from '../types/missingReceiptsViewState';
+import type { CompletedSubTab } from '../types/completedSubTab';
+import type { BatchFileStatus, BatchListItem, BatchStatus, BulkUploadPhase, BulkUploadResultsTab, BulkUploadSortKey, ManualSearchState, MatchSource, MissingReceiptsViewUIState } from '../types/missingReceiptsViewState';
 export interface CompletedTransactionsSelectorData {
     fetchState: FetchStateAndError;
     nextPageToken: string | null;

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

@@ -7,6 +7,7 @@ import { ClassBase } from '../../../entity/class/classState';
 import { SupportedTransactionWithCOT } from '../../../entity/transaction/transactionState';
 import { UncategorizedAccounts } from '../../accountList/accountListSelector';
 import { ProjectListSelectorView } from '../../projectList/projectListSelector';
+import { CompletedSubTab } from '../types/completedSubTab';
 import { TransactionReviewLocalData, TransactionsTab, TransactionsViewUIState } from '../types/transactionsViewState';
 export interface TransactionReviewLocalDataSelectorView {
     transactionId: ID;
@@ -21,10 +22,23 @@ export interface ExpenseAutomationTransactionViewSelector extends SelectorView {
     fetchStateByTransactionTabs: Record<TransactionsTab, FetchStateAndError>;
     isAccountingProjectsEnabled: boolean;
     markAsNotMiscategorizedStatus: FetchStateAndError;
+    /**
+     * Parent tab badge counts, sourced from the listing response's
+     * `parent_tab_total_count`. Used exclusively to drive the navbar / tab
+     * strip badge labels — every other count consumer (pagination, in-list
+     * "showing X of Y", save flows) keeps reading {@link totalCountByTab}.
+     */
+    parentTabTotalCountByTab: Record<TransactionsTab, number>;
     projectList: ProjectListSelectorView;
     refreshStatus: FetchStateAndError;
     saveStatus: FetchStateAndError;
     selectedCheckBoxTransactionIds: ID[];
+    selectedTransactionCategorizationCompletedSubTab: CompletedSubTab;
+    /**
+     * Per-(sub-)tab counts mirroring `total_count` from the listing response.
+     * Powers pagination via `InfiniteLoader.itemCount`, in-list count copy,
+     * and the `resetTransactionCategorizationLocalData` round-trip.
+     */
     totalCountByTab: Record<TransactionsTab, number>;
     transactionIdsWithUnsavedData: ID[];
     transactionLocalData: TransactionReviewLocalDataSelectorView[];

package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.d.ts

@@ -1,6 +1,3 @@
-import { TransactionWithCOT } from '../../../entity/transaction/stateTypes/transaction';
 import { RootState } from '../../../reducer';
-import { TransactionView } from '../transactionFilterHelpers';
-import { ExpenseAutomationTransactionViewSelector, TransactionReviewLocalDataSelectorView } from '../selectorTypes/transactionsViewSelectorTypes';
-export declare const toTransactionView: (transaction: TransactionWithCOT, transactionLocalData?: TransactionReviewLocalDataSelectorView) => TransactionView;
+import { ExpenseAutomationTransactionViewSelector } from '../selectorTypes/transactionsViewSelectorTypes';
 export declare function getExpenseAutomationTransactionView(state: RootState): ExpenseAutomationTransactionViewSelector;

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

@@ -3,7 +3,6 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
     return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.toTransactionView = void 0;
 exports.getExpenseAutomationTransactionView = getExpenseAutomationTransactionView;
 const omit_1 = __importDefault(require("lodash/omit"));
 const reduceFetchState_1 = require("../../../commonStateTypes/reduceFetchState");
@@ -11,34 +10,14 @@ const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
 const transactionHelper_1 = require("../../../entity/transaction/transactionHelper");
 const transactionSelector_1 = require("../../../entity/transaction/transactionSelector");
-const transactionFilterHelpers_1 = require("../transactionFilterHelpers");
 const accountListSelector_1 = require("../../accountList/accountListSelector");
 const classListSelector_1 = require("../../classList/classListSelector");
 const projectListSelector_1 = require("../../projectList/projectListSelector");
 const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
-const toTransactionView = (transaction, transactionLocalData) => {
-    return {
-        id: transaction.id,
-        date: transaction.date,
-        amount: transaction.amount,
-        vendorName: transaction.vendorName,
-        customerName: transaction.customerName,
-        vendorId: transaction.vendorId,
-        customerId: transaction.customerId,
-        description: transaction.description,
-        memo: transaction.memo,
-        type: transaction.type,
-        typeName: transaction.typeName,
-        createTime: transaction.createTime,
-        transaction: transaction,
-        transactionLocalData,
-    };
-};
-exports.toTransactionView = toTransactionView;
 function getExpenseAutomationTransactionView(state) {
     const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, projectState, projectListState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
-    const { selectedTransactionCategorizationTab } = expenseAutomationTransactionsViewState;
-    const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, uploadReceiptStatusById, selectedTransactionId, selectedTransactionLineId, filters, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
+    const { selectedTransactionCategorizationCompletedSubTab, selectedTransactionCategorizationTab, } = expenseAutomationTransactionsViewState;
+    const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, uploadReceiptStatusById, selectedTransactionId, selectedTransactionLineId, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
     const uncategorizedIncomeExpense = (0, accountListSelector_1.getUncategorizedAccounts)(accountState, accountListState, 'accountList');
     const accountList = (0, accountListSelector_1.getAccountList)(accountState, accountListState, 'accountList');
     const classList = (0, classListSelector_1.getClassList)(classState, classListState);
@@ -57,43 +36,10 @@ function getExpenseAutomationTransactionView(state) {
         ? transactionIdsBySelectedPeriod[monthYearPeriodId]
         : null;
     const transactionIds = transactionIdsForSelectedPeriod ?? [];
-    const transactions = (0, transactionSelector_1.getSupportedTransactionsByIds)(transactionState, transactionIds);
-    const transactionsWithCOT = transactions.map((transaction) => (0, transactionHelper_1.getTransactionWithCOT)(transaction));
-    const transactionLocalDataMap = new Map();
-    transactionIds.forEach((transactionId) => {
-        const transactionData = transactionReviewLocalDataById[transactionId];
-        if (transactionData != null) {
-            transactionLocalDataMap.set(transactionId, {
-                transactionId,
-                transactionReviewLocalData: transactionData.transactionReviewLocalData,
-            });
-        }
-    });
-    // Step 2: Convert to TransactionView and apply advanced filters
-    const transactionViews = transactionsWithCOT.map((transaction) => {
-        const localData = transactionLocalDataMap.get(transaction.id);
-        return (0, exports.toTransactionView)(transaction, localData);
-    });
-    // Apply TC-specific filters (lives under expenseAutomationView, independent
-    // of the Spend Management filter pipeline).
-    const filteredTransactionViews = (0, transactionFilterHelpers_1.applyTransactionFilters)(transactionViews, filters);
-    // Convert back to TransactionWithCOT for return
-    const filteredTransactionsWithCOT = filteredTransactionViews.map((view) => view.transaction);
-    // Get transactionLocalData for filtered transactions
-    // Also include transactionLocalData for transactions that don't exist in transactionState
-    // but have local data (to match original behavior)
-    const filteredTransactionIds = new Set(filteredTransactionViews.map((view) => view.id));
-    const filteredTransactionLocalData = transactionIds
+    const transactionLocalData = transactionIds
         .map((transactionId) => {
         const transactionData = transactionReviewLocalDataById[transactionId];
-        if (transactionData == null) {
-            return null;
-        }
-        // Include if transaction is in filtered results, or if transaction doesn't exist in state
-        // (to maintain backward compatibility with tests)
-        const transactionExists = transactions.some((t) => t.id === transactionId);
-        if (filteredTransactionIds.has(transactionId) ||
-            !transactionExists) {
+        if (transactionData != null) {
             return {
                 transactionId,
                 transactionReviewLocalData: transactionData.transactionReviewLocalData,
@@ -101,7 +47,9 @@ function getExpenseAutomationTransactionView(state) {
         }
         return null;
     })
-        .filter((data) => data != null);
+        .filter((transaction) => transaction != null);
+    const transactions = (0, transactionSelector_1.getSupportedTransactionsByIds)(transactionState, transactionIds);
+    const transactionsWithCOT = transactions.map((transaction) => (0, transactionHelper_1.getTransactionWithCOT)(transaction));
     const monthEndFetchState = monthYearPeriodId != null
         ? (monthEndCloseChecksViewState.monthEndCloseChecksViewByTenantId[currentTenant.tenantId]?.[monthYearPeriodId] ?? { fetchState: 'Not-Started', error: undefined })
         : { fetchState: 'Not-Started', error: undefined };
@@ -121,10 +69,27 @@ function getExpenseAutomationTransactionView(state) {
         .uiState.totalCount;
     const totalCountByAutoCat = expenseAutomationTransactionsViewState.transactionCategorizationView
         .autoCategorized.uiState.totalCount;
+    // Per-(sub-)tab counts powering pagination, in-list "showing X of Y", and
+    // any save/refresh round-trips. Sourced from `uiState.totalCount` which
+    // mirrors the response's `total_count` for whatever tab/sub-tab the user is
+    // viewing (e.g. only the Manual sub-tab rows for Completed → Manual).
     const totalCountByTab = {
         review: monthYearPeriodId != null ? totalCountByReview[monthYearPeriodId] : 0,
         autoCategorized: monthYearPeriodId != null ? totalCountByAutoCat[monthYearPeriodId] : 0,
     };
+    // Parent-tab badge counts. Sourced from `parent_tab_total_count` in the
+    // listing response and used exclusively by the navbar / tab strip badges.
+    // Independent of which Completed sub-tab is active so the badge stays
+    // stable across sub-tab switches.
+    const parentTotalCountByTab = expenseAutomationTransactionsViewState.parentTotalCountByTab;
+    const parentTabTotalCountByTab = {
+        review: monthYearPeriodId != null
+            ? (parentTotalCountByTab.review[monthYearPeriodId] ?? 0)
+            : 0,
+        autoCategorized: monthYearPeriodId != null
+            ? (parentTotalCountByTab.autoCategorized[monthYearPeriodId] ?? 0)
+            : 0,
+    };
     const fetchStateByTab = {
         review: {
             fetchState: expenseAutomationTransactionsViewState.transactionCategorizationView
@@ -148,7 +113,7 @@ function getExpenseAutomationTransactionView(state) {
         version: 0,
         fetchState: fetchStatus.fetchState,
         error: fetchStatus.error,
-        transactions: filteredTransactionsWithCOT,
+        transactions: transactionsWithCOT,
         selectedCheckBoxTransactionIds,
         transactionIdsWithUnsavedData,
         uncategorizedAccounts: uncategorizedIncomeExpense,
@@ -159,16 +124,18 @@ function getExpenseAutomationTransactionView(state) {
         classHierarchyList,
         isAccountingProjectsEnabled,
         projectList,
-        transactionLocalData: filteredTransactionLocalData,
+        transactionLocalData,
         uiState,
         refreshStatus,
         saveStatus,
         markAsNotMiscategorizedStatus,
         completionStatus,
         totalCountByTab,
+        parentTabTotalCountByTab,
         fetchStateByTransactionTabs: fetchStateByTab,
         uploadReceiptStatusById,
         selectedTransactionId,
         selectedTransactionLineId,
+        selectedTransactionCategorizationCompletedSubTab,
     };
 }

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

@@ -0,0 +1,10 @@
+export declare const toCompletedSubTab: (v: string) => "all" | "manual" | "ai_accountant";
+export type CompletedSubTab = ReturnType<typeof toCompletedSubTab>;
+/**
+ * "No sub-tab filter" sentinel — single source of truth for the default
+ * value of {@link CompletedSubTab}. Use this constant in initial slice
+ * state and at any call site that needs to fall back to the parent-tab
+ * listing semantics (review tab requests, manual-search overrides, etc.)
+ * so a future rename of the union doesn't require chasing literals.
+ */
+export declare const DEFAULT_COMPLETED_SUB_TAB: CompletedSubTab;

package/lib/view/expenseAutomationView/types/completedSubTab.js

@@ -0,0 +1,21 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.DEFAULT_COMPLETED_SUB_TAB = exports.toCompletedSubTab = void 0;
+const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
+/**
+ * Sub-tabs that can appear under any "Completed" tab in the Expense Automation
+ * surface (Transaction Categorization Completed and Missing Receipts Completed
+ * both use this exact union). Forwarded verbatim to listing APIs as `sub_tab`
+ * / `match_type`. `'all'` preserves parent-tab semantics on the backend.
+ */
+const COMPLETED_SUB_TABS = ['all', 'ai_accountant', 'manual'];
+const toCompletedSubTab = (v) => (0, stringToUnion_1.stringToUnion)(v.trim().toLowerCase(), COMPLETED_SUB_TABS);
+exports.toCompletedSubTab = toCompletedSubTab;
+/**
+ * "No sub-tab filter" sentinel — single source of truth for the default
+ * value of {@link CompletedSubTab}. Use this constant in initial slice
+ * state and at any call site that needs to fall back to the parent-tab
+ * listing semantics (review tab requests, manual-search overrides, etc.)
+ * so a future rename of the union doesn't require chasing literals.
+ */
+exports.DEFAULT_COMPLETED_SUB_TAB = 'all';

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

@@ -1,6 +1,7 @@
 import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
 import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
+import { CompletedSubTab } from './completedSubTab';
 export declare const toMissingReceiptsSortKey: (v: string) => "date" | "amount" | "vendor" | "category" | "class";
 export type MissingReceiptsSortKey = ReturnType<typeof toMissingReceiptsSortKey>;
 export interface MissingReceiptsViewUIState {
@@ -31,8 +32,6 @@ export declare const toBulkUploadResultsTab: (v: string) => "completed" | "unmat
 export type BulkUploadResultsTab = ReturnType<typeof toBulkUploadResultsTab>;
 export declare const toMissingReceiptsTab: (v: string) => "completed" | "unmatched" | "missing";
 export type MissingReceiptsTab = ReturnType<typeof toMissingReceiptsTab>;
-export declare const toCompletedSubTab: (v: string) => "all" | "manual" | "ai_accountant";
-export type CompletedSubTab = ReturnType<typeof toCompletedSubTab>;
 export declare const toMatchSource: (v: string) => "manual" | "ai";
 export type MatchSource = ReturnType<typeof toMatchSource>;
 export declare const toBulkUploadSortKey: (v: string) => "date" | "amount" | "vendor" | "category" | "class";

package/lib/view/expenseAutomationView/types/missingReceiptsViewState.js

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.toBulkUploadSortKey = exports.toMatchSource = exports.toCompletedSubTab = exports.toMissingReceiptsTab = exports.toBulkUploadResultsTab = exports.toBulkUploadPhase = exports.toBatchFileStatus = exports.BATCH_FILE_STATUSES = exports.toBatchStatusValue = exports.MIN_MANUAL_TRANSACTION_SEARCH_LENGTH = exports.toMissingReceiptsSortKey = void 0;
+exports.toBulkUploadSortKey = exports.toMatchSource = exports.toMissingReceiptsTab = exports.toBulkUploadResultsTab = exports.toBulkUploadPhase = exports.toBatchFileStatus = exports.BATCH_FILE_STATUSES = exports.toBatchStatusValue = exports.MIN_MANUAL_TRANSACTION_SEARCH_LENGTH = exports.toMissingReceiptsSortKey = void 0;
 exports.isUnmatchedTabFileStatus = isUnmatchedTabFileStatus;
 const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
 const MISSING_RECEIPTS_SORT_KEYS = [
@@ -49,9 +49,6 @@ exports.toBulkUploadResultsTab = toBulkUploadResultsTab;
 const MISSING_RECEIPTS_TABS = ['missing', 'completed', 'unmatched'];
 const toMissingReceiptsTab = (v) => (0, stringToUnion_1.stringToUnion)(v.trim().toLowerCase(), MISSING_RECEIPTS_TABS);
 exports.toMissingReceiptsTab = toMissingReceiptsTab;
-const COMPLETED_SUB_TABS = ['all', 'ai_accountant', 'manual'];
-const toCompletedSubTab = (v) => (0, stringToUnion_1.stringToUnion)(v.trim().toLowerCase(), COMPLETED_SUB_TABS);
-exports.toCompletedSubTab = toCompletedSubTab;
 const MATCH_SOURCES = ['ai', 'manual'];
 const toMatchSource = (v) => (0, stringToUnion_1.stringToUnion)(v.trim().toLowerCase(), MATCH_SOURCES);
 exports.toMatchSource = toMatchSource;

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

@@ -1,5 +1,5 @@
 import { Amount } from '../../../commonStateTypes/amount';
-import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
+import { FetchState, FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
 import { Recommendation, RecommendationWithCOT } from '../../../commonStateTypes/recommendationBase';
 import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
@@ -13,10 +13,11 @@ import { TransactionID } from '../../../entity/transaction/stateTypes/transactio
 import { BillableStatus, CategorizationStatusType, PlatformLineDetailType, ProductOrService, TransactionLineBase } from '../../../entity/transaction/stateTypes/transactionLine';
 import { TransactionCategory, TransactionType } from '../../../entity/transaction/stateTypes/transactionType';
 import { VendorBase } from '../../../entity/vendor/vendorState';
+import { ZeniAPIStatus } from '../../../responsePayload';
 import { ZeniDate } from '../../../zeniDayJS';
 import { EntityRecommendationKey } from '../../recommendation/recommendationState';
-import { TransactionFilters } from '../transactionFilterHelpers';
 import { TransactionDetailKey } from '../../transactionDetail/transactionDetailState';
+import { CompletedSubTab } from './completedSubTab';
 export declare const toTransactionsSortKey: (v: string) => "date" | "amount" | "vendor" | "project" | "category" | "class" | "payment_account" | "transaction_type" | "memo_and_receipt";
 export type TransactionsSortKey = ReturnType<typeof toTransactionsSortKey>;
 export declare const TRANSACTIONS_TABS: readonly ["review", "autoCategorized"];
@@ -92,7 +93,6 @@ export interface SupportedTransactionCategorization {
 }
 export declare const initialSupportedTransactionCategorization: SupportedTransactionCategorization;
 export interface TransactionsTabViewState extends FetchedState {
-    filters: TransactionFilters;
     markAsNotMiscategorizedStatus: FetchStateAndError;
     refreshStatus: FetchStateAndError;
     saveStatus: FetchStateAndError;
@@ -105,7 +105,39 @@ export interface TransactionsTabViewState extends FetchedState {
     selectedTransactionId?: ID;
     selectedTransactionLineId?: ID;
 }
+/**
+ * Snapshot of the autoCategorized tab's paginated dataset for a single
+ * Completed sub-tab. Stored in {@link TransactionsViewState.autoCategorizedSubTabCache}
+ * so revisiting an already-loaded sub-tab can short-circuit the fetch epic
+ * (mirrors parent-tab caching). The snapshot is period-spanning — both the
+ * `totalCount` map and `transactionIdsBySelectedPeriod` map preserve every
+ * period the user has paged through under that sub-tab.
+ */
+export interface AutoCategorizedSubTabSnapshot {
+    error: ZeniAPIStatus | undefined;
+    fetchState: FetchState;
+    pageToken: PageToken;
+    totalCount: Record<MonthYearPeriodId, number>;
+    transactionIdsBySelectedPeriod: Record<MonthYearPeriodId, ID[]>;
+}
 export type TransactionsViewState = {
+    /**
+     * Per-sub-tab snapshot cache for the Completed (autoCategorized) tab. Keyed
+     * by {@link CompletedSubTab}. Populated as the user navigates between
+     * sub-tabs and consulted on every switch — the active autoCategorized slot
+     * is restored from here when a snapshot exists, otherwise it is reset and
+     * the fetch epic loads page 1 fresh.
+     */
+    autoCategorizedSubTabCache: Partial<Record<CompletedSubTab, AutoCategorizedSubTabSnapshot>>;
+    /**
+     * Period-keyed parent tab counts, scoped per {@link TransactionsTab}.
+     * Sourced from the listing response's `parent_tab_total_count` and used
+     * exclusively to drive the parent tab badges on the UI — every other
+     * count consumer (pagination, sub-tab chips, in-tab "showing X of Y")
+     * keeps reading from {@link TransactionsViewUIState.totalCount}.
+     */
+    parentTotalCountByTab: Record<TransactionsTab, Record<MonthYearPeriodId, number>>;
+    selectedTransactionCategorizationCompletedSubTab: CompletedSubTab;
     selectedTransactionCategorizationTab: TransactionsTab;
     transactionCategorizationView: Record<TransactionsTab, TransactionsTabViewState>;
 };

package/lib/view/spendManagement/spendManagementFilterHelpers.js

@@ -14,8 +14,6 @@ const helpers_1 = require("./helpers");
 const remiListSelector_1 = require("./reimbursement/remiListView/remiListSelector");
 const remiListState_1 = require("./reimbursement/remiListView/remiListState");
 //filters items against filter values representing a range. ex: date (from-to), amount(1k<-->5k)
-// Spend Management uses only equal/not-equal — TC amount operators
-// (inBetween, lessThan, greaterThan) live in the TC filter pipeline.
 const filterItemOnRangeCategoryType = (valueForItem, currentFilter) => {
     let doesItemFallInValueRange = false;
     const filterField = currentFilter.field;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.0.64-betaAR2",
+  "version": "5.0.64-betaSS1",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",