@zeniai/client-epic-state 5.0.79 → 5.0.80

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

@@ -5,8 +5,7 @@ import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
 import { updateTransactions } from '../../../../entity/transaction/transactionReducer';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
 import { getLineItemsByTransactionsIdsFromResponse } from '../../helpers/transactionCategorizationLocalDataHelper';
-import { fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationSuccess, initializeTransactionCategorizationViewLocalData, resetOtherTabsFetchState, updateParentTotalCountForTab, updateTotalCountForTransactionCategorization, updateTransactionCategorizationUIState, } from '../../reducers/transactionsViewReducer';
-import { DEFAULT_COMPLETED_SUB_TAB } from '../../types/completedSubTab';
+import { fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationSuccess, initializeTransactionCategorizationViewLocalData, resetOtherTabsFetchState, updateTotalCountForTransactionCategorization, updateTransactionCategorizationUIState, } from '../../reducers/transactionsViewReducer';
 import { TRANSACTIONS_TABS, toTransactionsSortKey, } from '../../types/transactionsViewState';
 export const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchTransactionCategorization.match), switchMap((action) => {
     const { expenseAutomationViewState: { selectedPeriodByTenantId }, expenseAutomationTransactionsViewState, } = state$.value;
@@ -24,9 +23,6 @@ export const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) =>
         page_token: pageToken,
         page_size: 25,
         search_text: uiState.searchString,
-        sub_tab: selectedTab === 'autoCategorized'
-            ? expenseAutomationTransactionsViewState.selectedTransactionCategorizationCompletedSubTab
-            : DEFAULT_COMPLETED_SUB_TAB,
     };
     return zeniAPI
         .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
@@ -49,12 +45,6 @@ export const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) =>
                 selectedTab,
                 totalCount: response.data.total_count,
             }));
-            updateActions.push(updateParentTotalCountForTab({
-                selectedPeriod,
-                selectedTab,
-                parentTotalCount: response.data.parent_tab_total_count ??
-                    response.data.total_count,
-            }));
             updateActions.push(resetOtherTabsFetchState({
                 refreshViewInBackground,
                 tabs: TRANSACTIONS_TABS.filter((tab) => selectedTab !== tab),

package/lib/esm/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js

@@ -59,22 +59,6 @@ export const filterAutoTabLineItems = (tabView, transactionId, updatedTransactio
     }
 };
 export const MAX_SELECTION_LIMIT = 5;
-// Returns true when the transaction should be auto-added to the
-// selectedCheckBoxTransactionIds list after a categorization-related
-// state mutation: all line items are filled, the selection limit has
-// not been hit, and the id isn't already in the list. Consolidates the
-// triplet that was inlined at four sites (updateSelectedCustomer/Vendor,
-// setAllItemsToCategoryClassInLocalDataForCategorization, and
-// setEntityRecommendationForLineIdInLocalData below).
-export const shouldAutoSelectAndAdd = (transaction, localData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) => {
-    if (selectedCheckBoxTransactionIds.includes(transaction.id)) {
-        return false;
-    }
-    if (selectedCheckBoxTransactionIds.length >= MAX_SELECTION_LIMIT) {
-        return false;
-    }
-    return checkIfAllLineItemsAreCategoryClassFilled(transaction, localData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
-};
 export const toTransactionDetailLocalData = (transaction, selectedTab, lineItemsByTransactionIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled) => {
     const transactionLocal = {
         ...initialSupportedTransactionCategorization.transactionReviewLocalData,
@@ -560,14 +544,10 @@ export const setEntityRecommendationForLineIdInLocalData = (draft, transaction,
         selectedEntity: transactionDetailLocalData.selectedEntity,
         tabSpecificLineItems: transactionDetailLocalData.tabSpecificLineItems,
     };
-    // Auto-uncheck if not all line items are filled (the row's
-    // category/class became stale after the entity update). Otherwise
-    // route through shouldAutoSelectAndAdd so the MAX_SELECTION_LIMIT
-    // gate is consistently applied across all auto-add sites.
     if (!checkIfAllLineItemsAreCategoryClassFilled(transaction, newLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
         selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter((id) => id !== transaction.id);
     }
-    else if (shouldAutoSelectAndAdd(transaction, newLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
+    else if (selectedCheckBoxTransactionIds.includes(transaction.id) === false) {
         selectedCheckBoxTransactionIds.push(transaction.id);
     }
     draft.selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds;

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

@@ -1,6 +1,5 @@
 import { createAction, createSlice } from '@reduxjs/toolkit';
 import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
-import { DEFAULT_COMPLETED_SUB_TAB, } from '../types/completedSubTab';
 import { MIN_MANUAL_TRANSACTION_SEARCH_LENGTH, } from '../types/missingReceiptsViewState';
 export const getCompletedTransactionsCacheKey = (periodId, sortKey, sortOrder, subTab) => {
     const sortKeyPart = sortKey ?? 'none';
@@ -14,7 +13,7 @@ export const initialBulkUploadState = {
     batchListByPeriod: {},
     batchListFetchState: { fetchState: 'Not-Started', error: undefined },
     batchStatusById: {},
-    completedSubTab: DEFAULT_COMPLETED_SUB_TAB,
+    completedSubTab: 'all',
     completedTransactionsByPeriod: {},
     confirmMatchStatus: { fetchState: 'Not-Started', error: undefined },
     currentBatchId: undefined,

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

@@ -3,8 +3,7 @@ import recordGet from 'lodash/get';
 import uniq from 'lodash/uniq';
 import { toMonthYearPeriodId, } from '../../../commonStateTypes/timePeriod';
 import { isVendorTransaction } from '../../../entity/transaction/stateTypes/vendorTransaction';
-import { filterAutoTabLineItems, mergeTabSpecificLineItems, removeTransactionFromTabView, setEntityRecommendationForLineIdInLocalData, shouldAutoSelectAndAdd, toSetAllLineItemsToCategoryClass, toTransactionDetailLocalData, } from '../helpers/transactionCategorizationLocalDataHelper';
-import { DEFAULT_COMPLETED_SUB_TAB, } from '../types/completedSubTab';
+import { MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, filterAutoTabLineItems, mergeTabSpecificLineItems, removeTransactionFromTabView, setEntityRecommendationForLineIdInLocalData, toSetAllLineItemsToCategoryClass, toTransactionDetailLocalData, } from '../helpers/transactionCategorizationLocalDataHelper';
 export const initialTransactionTabViewState = {
     saveStatus: {
         fetchState: 'Not-Started',
@@ -28,10 +27,6 @@ export const initialTransactionTabViewState = {
         totalCount: {},
         limit: 10,
     },
-    filters: {
-        categoryCombinationOperator: 'AND',
-        categories: [],
-    },
     fetchState: 'Not-Started',
     error: undefined,
     hasValidState() {
@@ -46,74 +41,12 @@ export const initialTransactionTabViewState = {
     selectedTransactionLineId: undefined,
 };
 export const initialState = {
-    autoCategorizedSubTabCache: {},
-    parentTotalCountByTab: {
-        review: {},
-        autoCategorized: {},
-    },
     selectedTransactionCategorizationTab: 'review',
-    selectedTransactionCategorizationCompletedSubTab: DEFAULT_COMPLETED_SUB_TAB,
     transactionCategorizationView: {
         review: { ...initialTransactionTabViewState },
         autoCategorized: { ...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`, `scrollPosition`. The first five are the keys the
- *   fetch epic's cache check reads to decide whether to short-circuit a
- *   sub-tab revisit; `scrollPosition` is captured per sub-tab so revisiting
- *   restores the user's last offset and switching to a never-visited sub-tab
- *   starts at the top instead of inheriting the outgoing sub-tab's offset
- *   (which would land the user at a meaningless row index against a
- *   completely different list).
- * - Intentionally NOT captured (left in place on `autoCat` and inherited by
- *   the incoming sub-tab):
- *     - `uiState.searchString`, `uiState.sortKey`, `uiState.sortOrder`,
- *       `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,
-        scrollPosition: autoCat.uiState.scrollPosition,
-        totalCount: { ...autoCat.uiState.totalCount },
-        transactionIdsBySelectedPeriod,
-    };
-}
 const expenseAutomationTransactionsView = createSlice({
     name: 'expenseAutomationTransactionsView',
     initialState,
@@ -303,12 +236,6 @@ const expenseAutomationTransactionsView = createSlice({
                     uiState.totalCount;
             }
         },
-        updateTransactionFilters(draft, action) {
-            const { selectedTab, filters } = action.payload;
-            // `filters` is non-nullable per the payload type, so no runtime
-            // null-check is needed — dropping it removes a dead defensive branch.
-            draft.transactionCategorizationView[selectedTab].filters = filters;
-        },
         saveTransactionCategorization: {
             prepare(selectedTab, transactionIds, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled) {
                 return {
@@ -333,55 +260,6 @@ const expenseAutomationTransactionsView = 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.uiState.scrollPosition = cached.scrollPosition;
-                    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. `scrollPosition` is reset to the top
-                    // so the incoming list isn't anchored to the outgoing sub-tab's
-                    // offset (different rows → previous offset is meaningless).
-                    autoCat.uiState.pageToken = null;
-                    autoCat.uiState.totalCount = {};
-                    autoCat.uiState.scrollPosition = {
-                        scrollTop: 0,
-                        scrollLeft: undefined,
-                    };
-                    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;
@@ -430,9 +308,12 @@ const expenseAutomationTransactionsView = createSlice({
                     const selectedCheckBoxTransactionIds = draft.transactionCategorizationView[selectedTab]
                         .selectedCheckBoxTransactionIds;
                     if (selectedTransaction != null &&
-                        shouldAutoSelectAndAdd(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
+                        checkIfAllLineItemsAreCategoryClassFilled(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
+                        selectedCheckBoxTransactionIds.length < MAX_SELECTION_LIMIT &&
+                        selectedCheckBoxTransactionIds.includes(transactionId) === false) {
                         draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
-                            ...selectedCheckBoxTransactionIds,
+                            ...draft.transactionCategorizationView[selectedTab]
+                                .selectedCheckBoxTransactionIds,
                             transactionId,
                         ];
                     }
@@ -515,26 +396,9 @@ const expenseAutomationTransactionsView = createSlice({
                 const transactionLocalData = recordGet(draft.transactionCategorizationView[selectedTab]
                     .transactionReviewLocalDataById, transactionId.id, undefined);
                 if (transactionLocalData != null) {
-                    const newLocalData = setEntityRecommendationForLineIdInLocalData(draft.transactionCategorizationView[selectedTab], transaction, transactionLocalData.transactionReviewLocalData, entity, lineIds, uncategorizedAccounts, action.payload.recommendationWithCOTByLineId, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
-                    // Release the per-line fetch flag for every line this fetch
-                    // covered. Done in-place on the freshly returned local data
-                    // (the helper produces a new mutable object), before we write
-                    // it back to the draft.
-                    lineIds.forEach((lineId) => {
-                        const lineItem = newLocalData.lineItemById[lineId];
-                        if (lineItem != null) {
-                            newLocalData.lineItemById[lineId] = {
-                                ...lineItem,
-                                categoryClassRecommendationsFetchState: {
-                                    fetchState: 'Completed',
-                                    error: undefined,
-                                },
-                            };
-                        }
-                    });
                     draft.transactionCategorizationView[selectedTab].transactionReviewLocalDataById[transaction.id] = {
                         transactionId: transaction.id,
-                        transactionReviewLocalData: newLocalData,
+                        transactionReviewLocalData: setEntityRecommendationForLineIdInLocalData(draft.transactionCategorizationView[selectedTab], transaction, transactionLocalData.transactionReviewLocalData, entity, lineIds, uncategorizedAccounts, action.payload.recommendationWithCOTByLineId, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled),
                     };
                     // Mark transaction as dirty (autofill happened)
                     if (!draft.transactionCategorizationView[selectedTab].transactionIdsWithUnsavedData.includes(transaction.id)) {
@@ -547,99 +411,6 @@ const expenseAutomationTransactionsView = createSlice({
                 }
             },
         },
-        // Start arm of the line-update recommendations fetch. Flips covered
-        // lines to In-Progress AND removes the transaction from
-        // selectedCheckBoxTransactionIds — the row is unchecked + disabled
-        // until either the success arm (recheck if limit allows) or the
-        // failure arm releases the per-line flag.
-        markCategoryClassRecommendationsInProgressForCategorization: {
-            reducer(draft, action) {
-                const { selectedTab, transactionId, lineIds } = action.payload;
-                const tab = draft.transactionCategorizationView[selectedTab];
-                const transactionLocalData = recordGet(tab.transactionReviewLocalDataById, transactionId.id, undefined);
-                if (transactionLocalData != null) {
-                    lineIds.forEach((lineId) => {
-                        const lineItem = transactionLocalData.transactionReviewLocalData.lineItemById[lineId];
-                        if (lineItem != null) {
-                            transactionLocalData.transactionReviewLocalData.lineItemById[lineId] = {
-                                ...lineItem,
-                                categoryClassRecommendationsFetchState: {
-                                    fetchState: 'In-Progress',
-                                    error: undefined,
-                                },
-                            };
-                        }
-                    });
-                }
-                // Uncheck on fetch start: the row's existing category/class are
-                // stale after a payee change, so we drop the auto-selection until
-                // fresh recommendations land.
-                if (tab.selectedCheckBoxTransactionIds.includes(transactionId.id)) {
-                    tab.selectedCheckBoxTransactionIds =
-                        tab.selectedCheckBoxTransactionIds.filter((id) => id !== transactionId.id);
-                }
-            },
-            prepare(selectedTab, transactionId, lineIds) {
-                return { payload: { selectedTab, transactionId, lineIds } };
-            },
-        },
-        // Completed arm. Used by the epic when the HTTP call succeeds but the
-        // server returned no per-line recommendations — we still need to
-        // release the In-Progress flag so the skeleton resolves. Successful
-        // responses with recommendations go through
-        // setEntityRecommendationForLineIdsForCategorization instead (which
-        // also flips the lines to Completed).
-        markCategoryClassRecommendationsCompletedForCategorization: {
-            reducer(draft, action) {
-                const { selectedTab, transactionId, lineIds } = action.payload;
-                const transactionLocalData = recordGet(draft.transactionCategorizationView[selectedTab]
-                    .transactionReviewLocalDataById, transactionId.id, undefined);
-                if (transactionLocalData != null) {
-                    lineIds.forEach((lineId) => {
-                        const lineItem = transactionLocalData.transactionReviewLocalData.lineItemById[lineId];
-                        if (lineItem != null) {
-                            transactionLocalData.transactionReviewLocalData.lineItemById[lineId] = {
-                                ...lineItem,
-                                categoryClassRecommendationsFetchState: {
-                                    fetchState: 'Completed',
-                                    error: undefined,
-                                },
-                            };
-                        }
-                    });
-                }
-            },
-            prepare(selectedTab, transactionId, lineIds) {
-                return { payload: { selectedTab, transactionId, lineIds } };
-            },
-        },
-        // Failure arm. Flips covered lines to Error so the skeleton resolves
-        // and downstream UI can react to the failure. The transaction stays
-        // unchecked from the start-arm action.
-        markCategoryClassRecommendationsFailureForCategorization: {
-            reducer(draft, action) {
-                const { selectedTab, transactionId, lineIds, error } = action.payload;
-                const transactionLocalData = recordGet(draft.transactionCategorizationView[selectedTab]
-                    .transactionReviewLocalDataById, transactionId.id, undefined);
-                if (transactionLocalData != null) {
-                    lineIds.forEach((lineId) => {
-                        const lineItem = transactionLocalData.transactionReviewLocalData.lineItemById[lineId];
-                        if (lineItem != null) {
-                            transactionLocalData.transactionReviewLocalData.lineItemById[lineId] = {
-                                ...lineItem,
-                                categoryClassRecommendationsFetchState: {
-                                    fetchState: 'Error',
-                                    error,
-                                },
-                            };
-                        }
-                    });
-                }
-            },
-            prepare(selectedTab, transactionId, lineIds, error) {
-                return { payload: { selectedTab, transactionId, lineIds, error } };
-            },
-        },
         fetchTransactionCategorizationSuccess(draft, action) {
             const { selectedTab, refreshViewInBackground } = action.payload;
             if (draft.transactionCategorizationView[selectedTab].fetchState ===
@@ -735,7 +506,9 @@ const expenseAutomationTransactionsView = createSlice({
                     .selectedCheckBoxTransactionIds;
                 if (newTransactionLocalData.customer != null &&
                     newTransactionLocalData.customer.id != null &&
-                    shouldAutoSelectAndAdd(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
+                    checkIfAllLineItemsAreCategoryClassFilled(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
+                    selectedCheckBoxTransactionIds.length < MAX_SELECTION_LIMIT &&
+                    selectedCheckBoxTransactionIds.includes(transactionId) === false) {
                     draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
                         ...selectedCheckBoxTransactionIds,
                         transactionId,
@@ -809,7 +582,9 @@ const expenseAutomationTransactionsView = createSlice({
                     .selectedCheckBoxTransactionIds;
                 if (newTransactionLocalData.vendor != null &&
                     newTransactionLocalData.vendor.id != null &&
-                    shouldAutoSelectAndAdd(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
+                    checkIfAllLineItemsAreCategoryClassFilled(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
+                    selectedCheckBoxTransactionIds.length < MAX_SELECTION_LIMIT &&
+                    selectedCheckBoxTransactionIds.includes(transactionId) === false) {
                     draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
                         ...selectedCheckBoxTransactionIds,
                         transactionId,
@@ -922,10 +697,6 @@ const expenseAutomationTransactionsView = createSlice({
             const { selectedTab, selectedPeriod, totalCount } = action.payload;
             draft.transactionCategorizationView[selectedTab].uiState.totalCount[toMonthYearPeriodId(selectedPeriod)] = totalCount;
         },
-        updateParentTotalCountForTab(draft, action) {
-            const { selectedTab, selectedPeriod, parentTotalCount } = action.payload;
-            draft.parentTotalCountByTab[selectedTab][toMonthYearPeriodId(selectedPeriod)] = parentTotalCount;
-        },
         updateSelectedCheckboxTransactionIds(draft, action) {
             const selectedTab = action.payload.selectedTab;
             const transactionIds = action.payload.transactionIds;
@@ -936,16 +707,6 @@ const expenseAutomationTransactionsView = createSlice({
             draft.transactionCategorizationView[selectedTab] = {
                 ...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, initialState);
@@ -1042,5 +803,5 @@ const expenseAutomationTransactionsView = createSlice({
         },
     },
 });
-export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, updateTransactionFilters, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, updateParentTotalCountForTab, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, markCategoryClassRecommendationsInProgressForCategorization, markCategoryClassRecommendationsCompletedForCategorization, markCategoryClassRecommendationsFailureForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } = expenseAutomationTransactionsView.actions;
+export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } = expenseAutomationTransactionsView.actions;
 export default expenseAutomationTransactionsView.reducer;