@zeniai/client-epic-state 5.0.64-betaML1 → 5.0.64-betaSS1

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

@@ -7,6 +7,7 @@ const transactionReducer_1 = require("../../../../entity/transaction/transaction
 const responsePayload_1 = require("../../../../responsePayload");
 const missingReceiptsPayload_1 = require("../../payload/missingReceiptsPayload");
 const missingReceiptsViewReducer_1 = require("../../reducers/missingReceiptsViewReducer");
+const completedSubTab_1 = require("../../types/completedSubTab");
 const transactionsViewState_1 = require("../../types/transactionsViewState");
 const rollingCalendarDateRangeInclusive_1 = require("../../helpers/rollingCalendarDateRangeInclusive");
 /**
@@ -49,6 +50,11 @@ const searchTransactionsForManualMatchEpic = (actions$, state$, zeniAPI) => {
             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: completedSubTab_1.DEFAULT_COMPLETED_SUB_TAB,
         };
         return zeniAPI
             .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`)

package/lib/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationEpic.d.ts

@@ -3,6 +3,6 @@ import { Observable } from 'rxjs';
 import { updateTransactions } from '../../../../entity/transaction/transactionReducer';
 import { RootState } from '../../../../reducer';
 import { ZeniAPI } from '../../../../zeniAPI';
-import { fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationSuccess, initializeTransactionCategorizationViewLocalData, resetOtherTabsFetchState, updateTotalCountForTransactionCategorization, updateTransactionCategorizationUIState } from '../../reducers/transactionsViewReducer';
-export type ActionType = ReturnType<typeof fetchTransactionCategorization> | ReturnType<typeof updateTransactions> | ReturnType<typeof initializeTransactionCategorizationViewLocalData> | ReturnType<typeof fetchTransactionCategorizationFailure> | ReturnType<typeof updateTransactionCategorizationUIState> | ReturnType<typeof updateTotalCountForTransactionCategorization> | ReturnType<typeof fetchTransactionCategorizationSuccess> | ReturnType<typeof resetOtherTabsFetchState>;
+import { fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationSuccess, initializeTransactionCategorizationViewLocalData, resetOtherTabsFetchState, updateParentTotalCountForTab, updateTotalCountForTransactionCategorization, updateTransactionCategorizationUIState } from '../../reducers/transactionsViewReducer';
+export type ActionType = ReturnType<typeof fetchTransactionCategorization> | ReturnType<typeof updateTransactions> | ReturnType<typeof initializeTransactionCategorizationViewLocalData> | ReturnType<typeof fetchTransactionCategorizationFailure> | ReturnType<typeof updateTransactionCategorizationUIState> | ReturnType<typeof updateTotalCountForTransactionCategorization> | ReturnType<typeof updateParentTotalCountForTab> | ReturnType<typeof fetchTransactionCategorizationSuccess> | ReturnType<typeof resetOtherTabsFetchState>;
 export declare const fetchTransactionCategorizationEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -9,6 +9,7 @@ const transactionReducer_1 = require("../../../../entity/transaction/transaction
 const responsePayload_1 = require("../../../../responsePayload");
 const transactionCategorizationLocalDataHelper_1 = require("../../helpers/transactionCategorizationLocalDataHelper");
 const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
+const completedSubTab_1 = require("../../types/completedSubTab");
 const transactionsViewState_1 = require("../../types/transactionsViewState");
 const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(transactionsViewReducer_1.fetchTransactionCategorization.match), (0, operators_1.switchMap)((action) => {
     const { expenseAutomationViewState: { selectedPeriodByTenantId }, expenseAutomationTransactionsViewState, } = state$.value;
@@ -26,6 +27,9 @@ const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) => action
         page_token: pageToken,
         page_size: 25,
         search_text: uiState.searchString,
+        sub_tab: selectedTab === 'autoCategorized'
+            ? expenseAutomationTransactionsViewState.selectedTransactionCategorizationCompletedSubTab
+            : completedSubTab_1.DEFAULT_COMPLETED_SUB_TAB,
     };
     return zeniAPI
         .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
@@ -48,6 +52,12 @@ const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) => action
                 selectedTab,
                 totalCount: response.data.total_count,
             }));
+            updateActions.push((0, transactionsViewReducer_1.updateParentTotalCountForTab)({
+                selectedPeriod,
+                selectedTab,
+                parentTotalCount: response.data.parent_tab_total_count ??
+                    response.data.total_count,
+            }));
             updateActions.push((0, transactionsViewReducer_1.resetOtherTabsFetchState)({
                 refreshViewInBackground,
                 tabs: transactionsViewState_1.TRANSACTIONS_TABS.filter((tab) => selectedTab !== tab),

package/lib/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic.d.ts

@@ -5,6 +5,6 @@ import { fetchAccountList } from '../../../accountList/accountListReducer';
 import { fetchClassList } from '../../../classList/classListReducer';
 import { fetchOwnerList } from '../../../ownerList/ownerListReducer';
 import { fetchProjectList } from '../../../projectList/projectListReducer';
-import { fetchTransactionCategorization, fetchTransactionCategorizationView, fetchAccountsForTransferFlow } from '../../reducers/transactionsViewReducer';
-export type ActionType = ReturnType<typeof fetchTransactionCategorizationView> | ReturnType<typeof fetchTransactionCategorization> | ReturnType<typeof fetchAccountList> | ReturnType<typeof fetchClassList> | ReturnType<typeof fetchOwnerList> | ReturnType<typeof fetchAccountsForTransferFlow> | ReturnType<typeof fetchProjectList>;
+import { fetchTransactionCategorization, fetchTransactionCategorizationView } from '../../reducers/transactionsViewReducer';
+export type ActionType = ReturnType<typeof fetchTransactionCategorizationView> | ReturnType<typeof fetchTransactionCategorization> | ReturnType<typeof fetchAccountList> | ReturnType<typeof fetchClassList> | ReturnType<typeof fetchOwnerList> | ReturnType<typeof fetchProjectList>;
 export declare const fetchTransactionCategorizationViewEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => Observable<ActionType>;

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

@@ -26,13 +26,6 @@ const fetchTransactionCategorizationViewEpic = (actions$, state$) => actions$.pi
         accountList.fetchState === 'Not-Started') {
         updateActions.push((0, accountListReducer_1.fetchAccountList)('accountList', true));
     }
-    const { transferAccounts, creditCardAccountsForTransfer, } = state$.value.expenseAutomationTransactionsViewState;
-    if (transferAccounts.fetchState === 'Not-Started') {
-        updateActions.push((0, transactionsViewReducer_1.fetchAccountsForTransferFlow)({ kind: 'transfer_eligible' }));
-    }
-    if (creditCardAccountsForTransfer.fetchState === 'Not-Started') {
-        updateActions.push((0, transactionsViewReducer_1.fetchAccountsForTransferFlow)({ kind: 'credit_card_only' }));
-    }
     const classList = state$.value.classListState;
     if (classList.hasValidState() === false &&
         classList.fetchState === 'Not-Started') {

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts

@@ -38,7 +38,7 @@ export declare const getLineItemsByTransactionsIdsFromResponse: (transactions: S
 export declare const getLineItemsByTransactionIdsFromLocalData: (transactionLocalData: TransactionReviewLocalDataSelectorView[], selectedTab: TransactionsTab) => Record<ID, string[]>;
 export declare const mergeTabSpecificLineItems: (currentTabSpecificLineItems: TabSpecificLineItems, selectedTab: TransactionsTab, newLineItems: TabSpecificLineItems) => TabSpecificLineItems;
 export declare const getSnackbarMessageForTransactionReview: (updatedCount: number, failedCount: number, categorizedCount: number) => {
-    messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "convert_transaction_type" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron";
+    messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron";
     messageText: "notification" | "failed" | "success";
     type: "error" | "success" | "info";
     variables: {

package/lib/view/expenseAutomationView/payload/transactionCategorizationPayload.d.ts

@@ -2,6 +2,7 @@ import { EntityRecommendationPayload } from '../../../commonPayloadTypes/recomme
 import { TransactionPayload } from '../../../entity/transaction/payloadTypes/transactionPayload';
 import { SupportedTransactionPayload } from '../../../entity/transaction/transactionState';
 import { ZeniAPIResponse } from '../../../responsePayload';
+import { CompletedSubTab } from '../types/completedSubTab';
 export interface TransactionCategorizationQueryPayload {
     auto_categorized: boolean;
     end_date: string | null;
@@ -11,12 +12,32 @@ export interface TransactionCategorizationQueryPayload {
     sort_by: string;
     sort_order: string;
     start_date: string | null;
+    /**
+     * Required. For the Completed (`auto_categorized=true`) listing, scopes the
+     * returned page + `total_count` to one of the Completed sub-tabs. For the
+     * Review listing it is forced to `'all'` to preserve parent-tab semantics
+     * on the backend.
+     */
+    sub_tab: CompletedSubTab;
 }
 export interface TransactionCategorizationPayload {
     next_page_token: string | null;
     query: TransactionCategorizationQueryPayload;
     total_count: number;
     transactions: SupportedTransactionPayload[];
+    /**
+     * Count of transactions for the entire parent tab (Review or Completed),
+     * regardless of which sub-tab the listing was scoped to. Used solely to
+     * drive the parent tab badge counts on the UI; pagination, list-level
+     * counts, and sub-tab chips continue to consume {@link total_count}.
+     *
+     * Optional at the wire boundary so that any version-skew scenario
+     * (delayed BE rollout, cached SW response, hotfix without the BE change)
+     * deserializes cleanly. Consumers are expected to fall back to
+     * {@link total_count} when this is absent — see
+     * `fetchTransactionCategorizationEpic` for the canonical fallback.
+     */
+    parent_tab_total_count?: number;
 }
 export type TransactionCategorizationResponse = ZeniAPIResponse<TransactionCategorizationPayload>;
 export interface EntityRelatedUpdatesPayload {

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

@@ -6,7 +6,8 @@ import type { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { TransactionPayload } from '../../../entity/transaction/payloadTypes/transactionPayload';
 import { SupportedTransactionPayload } from '../../../entity/transaction/transactionState';
 import { ZeniAPIStatus } from '../../../responsePayload';
-import { type BatchDetails, type BatchListItem, type BatchStatus, type BulkUploadResultsTab, type BulkUploadSortKey, type BulkUploadState, type CompletedSubTab, type ManualSearchResult, type MissingReceiptsViewState, type MissingReceiptsViewUIState } from '../types/missingReceiptsViewState';
+import { type CompletedSubTab } from '../types/completedSubTab';
+import { type BatchDetails, type BatchListItem, type BatchStatus, type BulkUploadResultsTab, type BulkUploadSortKey, type BulkUploadState, type ManualSearchResult, type MissingReceiptsViewState, type MissingReceiptsViewUIState } from '../types/missingReceiptsViewState';
 export declare const getCompletedTransactionsCacheKey: (periodId: MonthYearPeriodId, sortKey: BulkUploadSortKey | undefined, sortOrder: SortOrder | undefined, subTab: CompletedSubTab) => string;
 export declare const initialBulkUploadState: BulkUploadState;
 export declare const initialState: MissingReceiptsViewState;

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

@@ -4,6 +4,7 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.fetchCompletedTransactionsFailure = exports.fetchCompletedTransactionsSuccess = exports.fetchCompletedTransactions = exports.acknowledgeBulkUploadConfirmMatchComplete = exports.clearManualSearchResults = exports.searchTransactionsForManualMatchFailure = exports.searchTransactionsForManualMatchSuccess = exports.searchTransactionsForManualMatch = exports.clearBulkUpload = exports.setBulkUploadSortConfig = exports.setBulkUploadCompletedSubTab = exports.setBulkUploadResultsTab = exports.confirmBulkUploadMatchFailure = exports.confirmBulkUploadMatchSuccess = exports.confirmBulkUploadMatch = exports.fetchBulkUploadBatchesFailure = exports.fetchBulkUploadBatchesSuccess = exports.fetchBulkUploadBatches = exports.fetchMoreBatchDetailsFailure = exports.fetchMoreBatchDetailsComplete = exports.fetchMoreBatchDetails = exports.setInitialBatchDetailsLoading = exports.batchDetailFetchFailed = exports.storeBatchDetails = exports.fetchBulkUploadBatchDetailsFailure = exports.fetchBulkUploadBatchDetailsSuccess = exports.clearMissingReceiptsTabNavigation = exports.requestMissingReceiptsTabNavigation = exports.pusherBatchStatusUpdate = exports.bulkUploadAutomatchingTimedOut = exports.restoreBulkUploadMatchingState = exports.bulkUploadReceiptsFailure = exports.bulkUploadReceiptsSuccess = exports.setBulkUploadUploadedFileCount = exports.updateBulkUploadProgress = exports.bulkUploadReceipts = exports.clearExpenseAutomationMissingReceiptsView = exports.markMissingReceiptAsDone = exports.updateMissingReceiptsUIState = exports.updateMissingReceiptUploadState = exports.uploadMissingReceiptSuccess = exports.fetchMissingReceiptsFailure = exports.fetchMissingReceiptsSuccess = exports.fetchMissingReceipts = exports.restoreBulkUploadAutomatchingOnMount = exports.fetchBulkUploadBatchDetails = exports.initialState = exports.initialBulkUploadState = exports.getCompletedTransactionsCacheKey = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
+const completedSubTab_1 = require("../types/completedSubTab");
 const missingReceiptsViewState_1 = require("../types/missingReceiptsViewState");
 const getCompletedTransactionsCacheKey = (periodId, sortKey, sortOrder, subTab) => {
     const sortKeyPart = sortKey ?? 'none';
@@ -17,7 +18,7 @@ exports.initialBulkUploadState = {
     batchListByPeriod: {},
     batchListFetchState: { fetchState: 'Not-Started', error: undefined },
     batchStatusById: {},
-    completedSubTab: 'all',
+    completedSubTab: completedSubTab_1.DEFAULT_COMPLETED_SUB_TAB,
     completedTransactionsByPeriod: {},
     confirmMatchStatus: { fetchState: 'Not-Started', error: undefined },
     currentBatchId: undefined,

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

@@ -13,7 +13,7 @@ import { VendorBase } from '../../../entity/vendor/vendorState';
 import { ZeniAPIStatus } from '../../../responsePayload';
 import { UncategorizedAccounts } from '../../accountList/accountListSelector';
 import { UpdateTransactionCategorizationResponsePayload } from '../payload/transactionCategorizationPayload';
-import { SupportedTransactionCategorization, TransactionSaveUpdates, TransactionsTab, TransactionsTabViewState, TransactionsViewState, TransactionsViewUIState, TransferAccountsFetchKind } from '../types/transactionsViewState';
+import { SupportedTransactionCategorization, TransactionSaveUpdates, TransactionsTab, TransactionsTabViewState, TransactionsViewState, TransactionsViewUIState } from '../types/transactionsViewState';
 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], {
@@ -65,7 +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;
@@ -120,7 +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;
@@ -164,26 +170,7 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
 }, "expenseAutomationTransactionsView/syncTransactionCategorizationFromDetailSave", never, never>, backgroundRefetchReviewTab: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[period: TimePeriod, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
     period: TimePeriod;
     isUncategorizedExpenseCategoryEnabled: boolean | undefined;
-}, "expenseAutomationTransactionsView/backgroundRefetchReviewTab", never, never>, fetchAccountsForTransferFlow: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
-    kind: TransferAccountsFetchKind;
-}, "expenseAutomationTransactionsView/fetchAccountsForTransferFlow">, updateAccountsForTransferFlow: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
-    accountIds: ID[];
-    kind: TransferAccountsFetchKind;
-}, "expenseAutomationTransactionsView/updateAccountsForTransferFlow">, updateAccountsForTransferFlowFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
-    kind: TransferAccountsFetchKind;
-}, "expenseAutomationTransactionsView/updateAccountsForTransferFlowFailure">, createTransferEntry: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: string, creditAccountIntegrationId: string, debitAccountIntegrationId: string, memo: string, transactionType: string, sourceTransactionType: string], {
-    transactionId: string;
-    creditAccountIntegrationId: string;
-    debitAccountIntegrationId: string;
-    memo: string;
-    transactionType: string;
-    sourceTransactionType: string;
-}, "expenseAutomationTransactionsView/createTransferEntry", never, never>, createTransferEntrySuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationTransactionsView/createTransferEntrySuccess">, createTransferEntryFailure: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationTransactionsView/createTransferEntryFailure">, resetCreateTransferEntryStatus: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationTransactionsView/resetCreateTransferEntryStatus">, createTransferEntryReplacedTransaction: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[previousTransactionId: TransactionID, newTransactionId: TransactionID], {
-    newTransactionId: TransactionID;
-    previousTransactionId: TransactionID;
-}, "expenseAutomationTransactionsView/createTransferEntryReplacedTransaction", never, never>, acknowledgeTransferEntryRouteReplacement: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationTransactionsView/acknowledgeTransferEntryRouteReplacement">, removeTransactionFromAllTabs: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: string], {
-    transactionId: string;
-}, "expenseAutomationTransactionsView/removeTransactionFromAllTabs", never, never>, updateTransactionCategorizationUploadReceiptState: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: string, fetchStatus: FetchStateAndError], {
+}, "expenseAutomationTransactionsView/backgroundRefetchReviewTab", never, never>, updateTransactionCategorizationUploadReceiptState: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: string, fetchStatus: FetchStateAndError], {
     selectedTab: "review" | "autoCategorized";
     transactionId: string;
     fetchStatus: FetchStateAndError;

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

@@ -4,14 +4,14 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = exports.removeTransactionFromAllTabs = exports.acknowledgeTransferEntryRouteReplacement = exports.createTransferEntryReplacedTransaction = exports.resetCreateTransferEntryStatus = exports.createTransferEntryFailure = exports.createTransferEntrySuccess = exports.createTransferEntry = exports.updateAccountsForTransferFlowFailure = exports.updateAccountsForTransferFlow = exports.fetchAccountsForTransferFlow = 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.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 transactionsViewState_1 = require("../types/transactionsViewState");
+const completedSubTab_1 = require("../types/completedSubTab");
 exports.initialTransactionTabViewState = {
     saveStatus: {
         fetchState: 'Not-Started',
@@ -49,22 +49,68 @@ exports.initialTransactionTabViewState = {
     selectedTransactionLineId: undefined,
 };
 exports.initialState = {
-    createTransferEntryStatus: 'Not-Started',
-    creditCardAccountsForTransfer: {
-        accountIds: [],
-        fetchState: 'Not-Started',
+    autoCategorizedSubTabCache: {},
+    parentTotalCountByTab: {
+        review: {},
+        autoCategorized: {},
     },
-    lastTransferEntryReplacement: undefined,
     selectedTransactionCategorizationTab: 'review',
+    selectedTransactionCategorizationCompletedSubTab: completedSubTab_1.DEFAULT_COMPLETED_SUB_TAB,
     transactionCategorizationView: {
         review: { ...exports.initialTransactionTabViewState },
         autoCategorized: { ...exports.initialTransactionTabViewState },
     },
-    transferAccounts: {
-        accountIds: [],
-        fetchState: 'Not-Started',
-    },
 };
+/**
+ * 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,
@@ -278,6 +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;
@@ -715,6 +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;
@@ -725,6 +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);
@@ -819,74 +921,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                 };
             },
         },
-        fetchAccountsForTransferFlow(draft, action) {
-            const slice = action.payload.kind === 'credit_card_only'
-                ? draft.creditCardAccountsForTransfer
-                : draft.transferAccounts;
-            slice.fetchState = 'In-Progress';
-        },
-        updateAccountsForTransferFlow(draft, action) {
-            const slice = action.payload.kind === 'credit_card_only'
-                ? draft.creditCardAccountsForTransfer
-                : draft.transferAccounts;
-            slice.fetchState = 'Completed';
-            slice.accountIds = action.payload.accountIds;
-        },
-        updateAccountsForTransferFlowFailure(draft, action) {
-            const slice = action.payload.kind === 'credit_card_only'
-                ? draft.creditCardAccountsForTransfer
-                : draft.transferAccounts;
-            slice.fetchState = 'Error';
-        },
-        createTransferEntry: {
-            prepare(transactionId, creditAccountIntegrationId, debitAccountIntegrationId, memo, transactionType, sourceTransactionType) {
-                return {
-                    payload: {
-                        transactionId,
-                        creditAccountIntegrationId,
-                        debitAccountIntegrationId,
-                        memo,
-                        transactionType,
-                        sourceTransactionType,
-                    },
-                };
-            },
-            reducer(draft) {
-                draft.createTransferEntryStatus = 'In-Progress';
-            },
-        },
-        createTransferEntrySuccess(draft) {
-            draft.createTransferEntryStatus = 'Completed';
-        },
-        createTransferEntryFailure(draft) {
-            draft.createTransferEntryStatus = 'Error';
-        },
-        resetCreateTransferEntryStatus(draft) {
-            draft.createTransferEntryStatus = 'Not-Started';
-        },
-        createTransferEntryReplacedTransaction: {
-            prepare(previousTransactionId, newTransactionId) {
-                return { payload: { newTransactionId, previousTransactionId } };
-            },
-            reducer(draft, action) {
-                draft.lastTransferEntryReplacement = action.payload;
-            },
-        },
-        acknowledgeTransferEntryRouteReplacement(draft) {
-            draft.lastTransferEntryReplacement = undefined;
-        },
-        removeTransactionFromAllTabs: {
-            prepare(transactionId) {
-                return { payload: { transactionId } };
-            },
-            reducer(draft, action) {
-                const { transactionId } = action.payload;
-                for (const tab of transactionsViewState_1.TRANSACTIONS_TABS) {
-                    (0, transactionCategorizationLocalDataHelper_1.removeTransactionFromTabView)(draft.transactionCategorizationView[tab], transactionId);
-                }
-            },
-        },
     },
 });
-_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.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.fetchAccountsForTransferFlow = _a.fetchAccountsForTransferFlow, exports.updateAccountsForTransferFlow = _a.updateAccountsForTransferFlow, exports.updateAccountsForTransferFlowFailure = _a.updateAccountsForTransferFlowFailure, exports.createTransferEntry = _a.createTransferEntry, exports.createTransferEntrySuccess = _a.createTransferEntrySuccess, exports.createTransferEntryFailure = _a.createTransferEntryFailure, exports.resetCreateTransferEntryStatus = _a.resetCreateTransferEntryStatus, exports.createTransferEntryReplacedTransaction = _a.createTransferEntryReplacedTransaction, exports.acknowledgeTransferEntryRouteReplacement = _a.acknowledgeTransferEntryRouteReplacement, exports.removeTransactionFromAllTabs = _a.removeTransactionFromAllTabs, 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

@@ -1,12 +1,13 @@
 import { NestedAccountHierarchyForReport } from '../../../commonStateTypes/accountView/nestedAccountID';
 import { NestedClassHierarchyForReport } from '../../../commonStateTypes/classesView/nestedClassID';
-import { CompletionStatusType, FetchState, FetchStateAndError, ID } from '../../../commonStateTypes/common';
+import { CompletionStatusType, FetchStateAndError, ID } from '../../../commonStateTypes/common';
 import { SelectorView } from '../../../commonStateTypes/viewAndReport/viewAndReport';
 import { AccountBase } from '../../../entity/account/accountState';
 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;
@@ -18,20 +19,30 @@ export interface ExpenseAutomationTransactionViewSelector extends SelectorView {
     classHierarchyList: NestedClassHierarchyForReport[];
     classList: ClassBase[];
     completionStatus: CompletionStatusType;
-    createTransferEntryStatus: FetchState;
-    creditCardAccountsForTransferList: AccountBase[];
     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[];
     transactions: SupportedTransactionWithCOT[];
-    transferAccounts: AccountBase[];
     uiState: TransactionsViewUIState;
     uncategorizedAccounts: UncategorizedAccounts;
     uploadReceiptStatusById: Record<ID, FetchStateAndError>;

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

@@ -1,5 +1,3 @@
 import { RootState } from '../../../reducer';
 import { ExpenseAutomationTransactionViewSelector } from '../selectorTypes/transactionsViewSelectorTypes';
-import { TransferEntryRouteReplacement } from '../types/transactionsViewState';
-export declare function getLastTransferEntryReplacement(state: RootState): TransferEntryRouteReplacement | undefined;
 export declare function getExpenseAutomationTransactionView(state: RootState): ExpenseAutomationTransactionViewSelector;