@zeniai/client-epic-state 5.1.0-betaSS3 → 5.1.0

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

@@ -6,10 +6,11 @@ import { updateTransactions } from '../../../../entity/transaction/transactionRe
 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 { 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;
-    const { period, keepExistingListItems, selectedTab, refreshViewInBackground, statuses, countOnlyStatuses, } = action.payload;
+    const { period, keepExistingListItems, selectedTab, refreshViewInBackground, } = action.payload;
     const uiState = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTab].uiState;
     const { pageToken, sortOrder, sortKey } = uiState;
     const currentTenant = getCurrentTenant(state$.value);
@@ -17,23 +18,18 @@ export const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) =>
     const queryParam = {
         start_date: toString(period.start),
         end_date: toString(period.end),
+        auto_categorized: selectedTab === 'autoCategorized',
         sort_by: toTransactionsSortKey(sortKey),
         sort_order: sortOrder === 'ascending' ? 'asc' : 'desc',
         page_token: pageToken,
         page_size: 25,
         search_text: uiState.searchString,
-        statuses,
-        count_only_statuses: countOnlyStatuses,
+        sub_tab: selectedTab === 'autoCategorized'
+            ? expenseAutomationTransactionsViewState.selectedTransactionCategorizationCompletedSubTab
+            : DEFAULT_COMPLETED_SUB_TAB,
     };
-    // BETA TEST — Shubham dev namespace for transaction-categorization
-    // `statuses` / `count_only_statuses` rollout. Revert before merge by
-    // restoring `${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}` in
-    // place of the hardcoded base. Mirrored in
-    // `backgroundRefetchReviewTabEpic.ts` and
-    // `searchTransactionsForManualMatchEpic.ts` — grep `BETA TEST` to
-    // find every override site.
     return zeniAPI
-        .getJSON(`https://dev.api.zeni.ai/version/accounting/shubham/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
+        .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
         .pipe(mergeMap((response) => {
         if (isSuccessResponse(response) && response.data != null) {
             const updateActions = [];
@@ -56,11 +52,8 @@ export const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) =>
             updateActions.push(updateParentTotalCountForTab({
                 selectedPeriod,
                 selectedTab,
-                // Optional — present only when the request supplied
-                // `count_only_statuses`. The reducer no-ops on undefined so
-                // any cached parent badge stays intact across scoped
-                // fetches (sort changes, pagination, etc.).
-                parentTotalCount: response.data.count_only_total,
+                parentTotalCount: response.data.parent_tab_total_count ??
+                    response.data.total_count,
             }));
             updateActions.push(resetOtherTabsFetchState({
                 refreshViewInBackground,

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

@@ -8,7 +8,7 @@ import { fetchOwnerList } from '../../../ownerList/ownerListReducer';
 import { fetchProjectList } from '../../../projectList/projectListReducer';
 import { fetchTransactionCategorization, fetchTransactionCategorizationView, } from '../../reducers/transactionsViewReducer';
 export const fetchTransactionCategorizationViewEpic = (actions$, state$) => actions$.pipe(filter(fetchTransactionCategorizationView.match), mergeMap((action) => {
-    const { selectedTab, cacheOverride, keepExistingListItems, pageToken, period, refreshViewInBackground, searchString, resetListItems, isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses, } = action.payload;
+    const { selectedTab, cacheOverride, keepExistingListItems, pageToken, period, refreshViewInBackground, searchString, resetListItems, isUncategorizedExpenseCategoryEnabled, } = action.payload;
     const updateActions = [];
     const { expenseAutomationTransactionsViewState } = state$.value;
     const { fetchState, transactionIdsBySelectedPeriod } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTab];
@@ -42,7 +42,7 @@ export const fetchTransactionCategorizationViewEpic = (actions$, state$) => acti
     if (cacheOverride === true ||
         fetchState === 'Not-Started' ||
         transactionIds.length === 0) {
-        updateActions.push(fetchTransactionCategorization(selectedTab, period, cacheOverride, keepExistingListItems, searchString, pageToken, refreshViewInBackground, resetListItems, isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses));
+        updateActions.push(fetchTransactionCategorization(selectedTab, period, cacheOverride, keepExistingListItems, searchString, pageToken, refreshViewInBackground, resetListItems, isUncategorizedExpenseCategoryEnabled));
     }
     return from(updateActions);
 }));

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

@@ -10,7 +10,7 @@ import { getSnackbarMessageForTransactionReview } from '../../helpers/transactio
 import { fetchTransactionCategorizationView, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateTotalCountForTransactionCategorization, } from '../../reducers/transactionsViewReducer';
 export const markTransactionAsNotMiscategorizedEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(markTransactionAsNotMiscategorized.match), mergeMap((action) => {
     const { expenseAutomationViewState, expenseAutomationTransactionsViewState, } = state$.value;
-    const { transactionsInReview, selectedTab, isUncategorizedExpenseCategoryEnabled, reviewStatuses: reviewStatusesFromAction, } = action.payload;
+    const { transactionsInReview, selectedTab, isUncategorizedExpenseCategoryEnabled, } = action.payload;
     const transactionsSuccess = transactionsInReview.transactions_update_success;
     const transactionsFailed = transactionsInReview.transactions_update_failed;
     const currentTenant = getCurrentTenant(state$.value);
@@ -105,20 +105,9 @@ export const markTransactionAsNotMiscategorizedEpic = (actions$, state$, zeniAPI
                     const timePeriodStart = toAbsoluteDay(period.start);
                     const timePeriodEnd = toAbsoluteDay(period.end);
                     if (timePeriodStart != null && timePeriodEnd != null) {
-                        // Statsig-resolved Review-tab statuses are threaded
-                        // through the EA save chain by `ExpenseAutomationScreen`
-                        // (resolves via `useDynamicConfig` +
-                        // `resolveTransactionCategorizationStatuses`). The
-                        // hardcoded `['pending_review']` last-resort prevents
-                        // accidental "all statuses" widening if the chain ever
-                        // delivers `undefined` (defensive — every live caller
-                        // should be passing this through).
-                        const reviewStatuses = reviewStatusesFromAction ?? [
-                            'pending_review',
-                        ];
                         actions.push(fetchTransactionCategorizationView('review', { start: timePeriodStart, end: timePeriodEnd }, true, // cacheOverride = true to force refresh
                         false, undefined, undefined, true, // refreshViewInBackground
-                        false, isUncategorizedExpenseCategoryEnabled, reviewStatuses));
+                        false, isUncategorizedExpenseCategoryEnabled));
                     }
                 }
                 actions.push(updateTotalCountForTransactionCategorization({

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

@@ -6,7 +6,7 @@ import { getUncategorizedAccounts } from '../../../accountList/accountListSelect
 import { toTransactionUpdatesFromTransactionCategorizationLocalData } from '../../helpers/saveTransactionHelper';
 import { saveTransactionCategorization, updateTransactionCategorization, } from '../../reducers/transactionsViewReducer';
 export const saveTransactionCategorizationEpic = (actions$, state$) => actions$.pipe(filter(saveTransactionCategorization.match), mergeMap((action) => {
-    const { transactionIds, cotTrackingByTransactionId, selectedTab, isUncategorizedExpenseCategoryEnabled, reviewStatuses, } = action.payload;
+    const { transactionIds, cotTrackingByTransactionId, selectedTab, isUncategorizedExpenseCategoryEnabled, } = action.payload;
     const fetchActions = [];
     const { transactionState, expenseAutomationTransactionsViewState } = state$.value;
     const transactionSaveUpdates = [];
@@ -19,10 +19,6 @@ export const saveTransactionCategorizationEpic = (actions$, state$) => actions$.
             transactionSaveUpdates.push(toTransactionUpdatesFromTransactionCategorizationLocalData(localData, transaction, uncategorizedIncomeExpense));
         }
     });
-    // Forward `reviewStatuses` so the downstream
-    // `updateTransactionCategorizationEpic` -> `markTransactionAsNotMiscategorized`
-    // chain receives the Statsig-resolved Review-tab statuses end-to-end
-    // without reading Statsig from epic-land.
-    fetchActions.push(updateTransactionCategorization(selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled, reviewStatuses));
+    fetchActions.push(updateTransactionCategorization(selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled));
     return from(fetchActions);
 }));

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

@@ -4,7 +4,7 @@ import { convertToPeriod, toAbsoluteDay, } from '../../../../commonStateTypes/ti
 import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
 import { backgroundRefetchReviewTab, syncTransactionCategorizationFromDetailSave, } from '../../reducers/transactionsViewReducer';
 export const triggerReviewTabRefetchEpic = (actions$, state$) => actions$.pipe(filter(syncTransactionCategorizationFromDetailSave.match), mergeMap((action) => {
-    const { pendingReviewLineIds, transactionId, isUncategorizedExpenseCategoryEnabled, reviewStatuses, } = action.payload;
+    const { pendingReviewLineIds, transactionId, isUncategorizedExpenseCategoryEnabled, } = action.payload;
     if (pendingReviewLineIds.length === 0) {
         return EMPTY;
     }
@@ -23,5 +23,5 @@ export const triggerReviewTabRefetchEpic = (actions$, state$) => actions$.pipe(f
     if (timePeriodStart == null || timePeriodEnd == null) {
         return EMPTY;
     }
-    return of(backgroundRefetchReviewTab({ start: timePeriodStart, end: timePeriodEnd }, isUncategorizedExpenseCategoryEnabled, reviewStatuses));
+    return of(backgroundRefetchReviewTab({ start: timePeriodStart, end: timePeriodEnd }, isUncategorizedExpenseCategoryEnabled));
 }));

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

@@ -15,7 +15,7 @@ import { getVendorByVendorId } from '../../../../entity/vendor/vendorSelector';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
 import { markTransactionAsNotMiscategorized, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, } from '../../reducers/transactionsViewReducer';
 export const updateTransactionCategorizationEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(updateTransactionCategorization.match), mergeMap((action) => {
-    const { selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled, reviewStatuses, } = action.payload;
+    const { selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled, } = action.payload;
     const { transactionState, vendorState, expenseAutomationTransactionsViewState, } = state$.value;
     const payloadArray = preparePayload(selectedTab, transactionState, vendorState, expenseAutomationTransactionsViewState, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId).filter((payload) => payload != null);
     return zeniAPI
@@ -24,11 +24,7 @@ export const updateTransactionCategorizationEpic = (actions$, state$, zeniAPI) =
         if (isSuccessResponse(response) && response.data != null) {
             const transactionsInReview = response.data;
             const actions = [];
-            // Forward `reviewStatuses` so the downstream
-            // `markTransactionAsNotMiscategorizedEpic` can request the
-            // Statsig-resolved Review-tab statuses for its conditional
-            // background refetch via `fetchTransactionCategorizationView`.
-            actions.push(markTransactionAsNotMiscategorized(selectedTab, transactionsInReview, isUncategorizedExpenseCategoryEnabled, reviewStatuses), updateTransactionCategorizationSaveStatus(selectedTab, 'Completed', createZeniAPIStatus('Completed', 'Transaction categorization updated successfully')));
+            actions.push(markTransactionAsNotMiscategorized(selectedTab, transactionsInReview, isUncategorizedExpenseCategoryEnabled), updateTransactionCategorizationSaveStatus(selectedTab, 'Completed', createZeniAPIStatus('Completed', 'Transaction categorization updated successfully')));
             return from(actions);
         }
         else {

package/lib/esm/view/expenseAutomationView/expenseAutomationViewReducer.js

@@ -18,37 +18,20 @@ const expenseAutomationView = createSlice({
             reducer() {
                 //do nothing
             },
-            /**
-             * `statuses` / `countOnlyStatuses` carry the Statsig-resolved values
-             * for the currently selected transaction-categorization tab. The
-             * host (`ExpenseAutomationScreen`) resolves them via
-             * `useDynamicConfig` + `resolveTransactionCategorizationStatuses`
-             * and passes them in so the downstream bootstrap fetch hits the
-             * listing API with the correct status filter. Optional only as a
-             * defensive type concession for non-categorization callers (the
-             * action is also used to bootstrap the missing-receipts / reconciliation
-             * / month-end views, which don't consume these args).
-             */
-            prepare(cacheOverride = false, refreshViewInBackground = false, isUncategorizedExpenseCategoryEnabled = false, statuses, countOnlyStatuses) {
+            prepare(cacheOverride = false, refreshViewInBackground = false, isUncategorizedExpenseCategoryEnabled = false) {
                 return {
                     payload: {
                         cacheOverride,
                         refreshViewInBackground,
                         isUncategorizedExpenseCategoryEnabled,
-                        statuses,
-                        countOnlyStatuses,
                     },
                 };
             },
         },
         refreshExpenseAutomationCurrentTab: {
-            prepare(isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses) {
+            prepare(isUncategorizedExpenseCategoryEnabled) {
                 return {
-                    payload: {
-                        isUncategorizedExpenseCategoryEnabled,
-                        statuses,
-                        countOnlyStatuses,
-                    },
+                    payload: { isUncategorizedExpenseCategoryEnabled },
                 };
             },
             reducer() {

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

@@ -5,6 +5,7 @@ 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 { TRANSACTIONS_TABS, } from '../types/transactionsViewState';
 export const initialTransactionTabViewState = {
     saveStatus: {
         fetchState: 'Not-Started',
@@ -120,7 +121,7 @@ const expenseAutomationTransactionsView = createSlice({
     reducers: {
         fetchTransactionCategorizationView: {
             prepare(selectedTab, period, cacheOverride = false, keepExistingListItems = false, searchString, // when this is defined the output should go to search result IDs
-            pageToken, refreshViewInBackground = false, resetListItems = false, isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses) {
+            pageToken, refreshViewInBackground = false, resetListItems = false, isUncategorizedExpenseCategoryEnabled) {
                 return {
                     payload: {
                         selectedTab,
@@ -132,8 +133,6 @@ const expenseAutomationTransactionsView = createSlice({
                         refreshViewInBackground,
                         resetListItems,
                         isUncategorizedExpenseCategoryEnabled,
-                        statuses,
-                        countOnlyStatuses,
                     },
                 };
             },
@@ -182,7 +181,7 @@ const expenseAutomationTransactionsView = createSlice({
                 }
             },
             prepare(selectedTab, period, cacheOverride = false, keepExistingListItems = false, searchString, // when this is defined the output should go to search result IDs
-            pageToken, refreshViewInBackground = false, resetListItems, isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses) {
+            pageToken, refreshViewInBackground = false, resetListItems, isUncategorizedExpenseCategoryEnabled) {
                 return {
                     payload: {
                         selectedTab,
@@ -194,8 +193,6 @@ const expenseAutomationTransactionsView = createSlice({
                         refreshViewInBackground,
                         resetListItems,
                         isUncategorizedExpenseCategoryEnabled,
-                        statuses,
-                        countOnlyStatuses,
                     },
                 };
             },
@@ -314,25 +311,13 @@ const expenseAutomationTransactionsView = createSlice({
             draft.transactionCategorizationView[selectedTab].filters = filters;
         },
         saveTransactionCategorization: {
-            /**
-             * `reviewStatuses` carries the Statsig-resolved Review-tab statuses
-             * forwarded by `ExpenseAutomationScreen`.
-             * `saveTransactionCategorizationEpic` threads them downstream into
-             * `updateTransactionCategorization` -> `markTransactionAsNotMiscategorized`
-             * so the conditional background Review-tab refetch in
-             * `markTransactionAsNotMiscategorizedEpic` can request the correct
-             * status set without reading Statsig from epic-land. Optional during
-             * the deprecation window so un-migrated callers continue to work via
-             * slice fallback.
-             */
-            prepare(selectedTab, transactionIds, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled, reviewStatuses) {
+            prepare(selectedTab, transactionIds, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled) {
                 return {
                     payload: {
                         selectedTab,
                         transactionIds,
                         cotTrackingByTransactionId,
                         isUncategorizedExpenseCategoryEnabled,
-                        reviewStatuses,
                     },
                 };
             },
@@ -406,16 +391,9 @@ const expenseAutomationTransactionsView = createSlice({
                     fetchState: 'In-Progress',
                 };
             },
-            /**
-             * `reviewStatuses` carries the Statsig-resolved Review-tab statuses
-             * forwarded from `saveTransactionCategorization`.
-             * `updateTransactionCategorizationEpic` threads them downstream into
-             * `markTransactionAsNotMiscategorized`.
-             */
-            prepare(selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled, reviewStatuses) {
+            prepare(selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled) {
                 return {
                     payload: {
-                        reviewStatuses,
                         selectedTab,
                         transactionIds,
                         transactionSaveUpdates,
@@ -880,20 +858,12 @@ const expenseAutomationTransactionsView = createSlice({
                     error: undefined,
                 };
             },
-            /**
-             * `reviewStatuses` carries the Statsig-resolved Review-tab statuses
-             * forwarded from the EA-screen save chain.
-             * `markTransactionAsNotMiscategorizedEpic` reads this payload value
-             * when dispatching the conditional background Review-tab refetch via
-             * `fetchTransactionCategorizationView`.
-             */
-            prepare(selectedTab, transactionsInReview, isUncategorizedExpenseCategoryEnabled, reviewStatuses) {
+            prepare(selectedTab, transactionsInReview, isUncategorizedExpenseCategoryEnabled) {
                 return {
                     payload: {
                         selectedTab,
                         transactionsInReview,
                         isUncategorizedExpenseCategoryEnabled,
-                        reviewStatuses,
                     },
                 };
             },
@@ -951,17 +921,10 @@ const expenseAutomationTransactionsView = createSlice({
         },
         updateTotalCountForTransactionCategorization(draft, action) {
             const { selectedTab, selectedPeriod, totalCount } = action.payload;
-            const periodId = toMonthYearPeriodId(selectedPeriod);
-            draft.transactionCategorizationView[selectedTab].uiState.totalCount[periodId] = totalCount;
-            if (selectedTab === 'review') {
-                draft.parentTotalCountByTab.review[periodId] = totalCount;
-            }
+            draft.transactionCategorizationView[selectedTab].uiState.totalCount[toMonthYearPeriodId(selectedPeriod)] = totalCount;
         },
         updateParentTotalCountForTab(draft, action) {
             const { selectedTab, selectedPeriod, parentTotalCount } = action.payload;
-            if (parentTotalCount == null) {
-                return;
-            }
             draft.parentTotalCountByTab[selectedTab][toMonthYearPeriodId(selectedPeriod)] = parentTotalCount;
         },
         updateSelectedCheckboxTransactionIds(draft, action) {
@@ -1010,7 +973,7 @@ const expenseAutomationTransactionsView = createSlice({
             },
         },
         syncTransactionCategorizationFromDetailSave: {
-            prepare(transactionId, updatedTransaction, pendingReviewLineIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled, reviewStatuses) {
+            prepare(transactionId, updatedTransaction, pendingReviewLineIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled) {
                 return {
                     payload: {
                         transactionId,
@@ -1018,7 +981,6 @@ const expenseAutomationTransactionsView = createSlice({
                         pendingReviewLineIds,
                         uncategorizedIncomeExpense,
                         isUncategorizedExpenseCategoryEnabled,
-                        reviewStatuses,
                     },
                 };
             },
@@ -1064,12 +1026,11 @@ const expenseAutomationTransactionsView = createSlice({
             },
         },
         backgroundRefetchReviewTab: {
-            prepare(period, isUncategorizedExpenseCategoryEnabled, reviewStatuses) {
+            prepare(period, isUncategorizedExpenseCategoryEnabled) {
                 return {
                     payload: {
                         period,
                         isUncategorizedExpenseCategoryEnabled,
-                        reviewStatuses,
                     },
                 };
             },
@@ -1080,7 +1041,18 @@ const expenseAutomationTransactionsView = createSlice({
                 };
             },
         },
+        removeTransactionFromAllTabs: {
+            prepare(transactionId) {
+                return { payload: { transactionId } };
+            },
+            reducer(draft, action) {
+                const { transactionId } = action.payload;
+                for (const tab of TRANSACTIONS_TABS) {
+                    removeTransactionFromTabView(draft.transactionCategorizationView[tab], transactionId);
+                }
+            },
+        },
     },
 });
-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, 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, removeTransactionFromAllTabs, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } = expenseAutomationTransactionsView.actions;
 export default expenseAutomationTransactionsView.reducer;

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

@@ -8,6 +8,7 @@ import { getSupportedTransactionsByIds } from '../../../entity/transaction/trans
 import { applyTransactionFilters, } from '../transactionFilterHelpers';
 import { getAccountList, getNestedAccountListHierarchy, getUncategorizedAccounts, } from '../../accountList/accountListSelector';
 import { getClassList, getNestedClassListHierarchy, } from '../../classList/classListSelector';
+import { getResolvedTransferAccounts } from '../../createTransferEntry/createTransferEntrySelector';
 import { getProjectList } from '../../projectList/projectListSelector';
 import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
 // Walks the tab's transactionReviewLocalDataById map and returns
@@ -81,8 +82,11 @@ export const toTransactionView = (transaction, transactionLocalData) => {
         transactionLocalData,
     };
 };
+// Re-exported here for back-compat. New code should import from
+// `view/createTransferEntry/createTransferEntrySelector`.
+export { getLastTransferEntryReplacement } from '../../createTransferEntry/createTransferEntrySelector';
 export function getExpenseAutomationTransactionView(state) {
-    const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, projectState, projectListState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
+    const { accountState, classState, classListState, accountListState, createTransferEntryState, expenseAutomationTransactionsViewState, expenseAutomationViewState, projectState, projectListState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
     const { selectedTransactionCategorizationCompletedSubTab, selectedTransactionCategorizationTab, } = expenseAutomationTransactionsViewState;
     const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, uploadReceiptStatusById, selectedTransactionId, selectedTransactionLineId, filters, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
     const uncategorizedIncomeExpense = getUncategorizedAccounts(accountState, accountListState, 'accountList');
@@ -182,11 +186,10 @@ export function getExpenseAutomationTransactionView(state) {
         review: monthYearPeriodId != null ? totalCountByReview[monthYearPeriodId] : 0,
         autoCategorized: monthYearPeriodId != null ? totalCountByAutoCat[monthYearPeriodId] : 0,
     };
-    // Parent-tab badge counts. Sourced from the listing response's optional
-    // `count_only_total` (only emitted when the request supplied
-    // `count_only_statuses`) and used exclusively by the navbar / tab strip
-    // badges. Independent of which Completed sub-tab is active so the badge
-    // stays stable across sub-tab switches.
+    // Parent-tab badge counts. Sourced from `parent_tab_total_count` in the
+    // listing response and used exclusively by the navbar / tab strip badges.
+    // Independent of which Completed sub-tab is active so the badge stays
+    // stable across sub-tab switches.
     const parentTotalCountByTab = expenseAutomationTransactionsViewState.parentTotalCountByTab;
     const parentTabTotalCountByTab = {
         review: monthYearPeriodId != null
@@ -215,6 +218,7 @@ export function getExpenseAutomationTransactionView(state) {
         : [];
     const transactionCompletionStatus = allSteps.find((step) => step.step === 'transaction_categorization')?.completionStatus;
     const completionStatus = transactionCompletionStatus ?? 'incomplete';
+    const { transferAccountsList, creditCardTransferAccountsList } = getResolvedTransferAccounts(state);
     const inFlightCategoryClassRecommendationsByTransactionId = getCategorizationInFlightRecommendationsByTransactionId(state);
     const hasInFlightCategoryClassRecommendations = getCategorizationHasInFlightRecommendations(state);
     return {
@@ -239,6 +243,7 @@ export function getExpenseAutomationTransactionView(state) {
         refreshStatus,
         saveStatus,
         markAsNotMiscategorizedStatus,
+        createTransferEntryStatus: createTransferEntryState.createTransferEntryStatus,
         completionStatus,
         totalCountByTab,
         parentTabTotalCountByTab,
@@ -246,6 +251,8 @@ export function getExpenseAutomationTransactionView(state) {
         uploadReceiptStatusById,
         selectedTransactionId,
         selectedTransactionLineId,
+        creditCardTransferAccountsList,
+        transferAccounts: transferAccountsList,
         selectedTransactionCategorizationCompletedSubTab,
     };
 }

package/lib/esm/view/expenseAutomationView/transactionFilterHelpers.js

@@ -28,28 +28,87 @@ export const TRANSACTION_FILTER_CATEGORIES = [
     { value: 'class', type: 'dropdown' },
     { value: 'amount', type: 'numberRange' },
 ];
+/**
+ * Per-line amounts for a transaction, preserving the canonical source
+ * precedence:
+ *
+ *   1. `transactionLocalData.transactionReviewLocalData.lineItemById` —
+ *      the locally-edited line items the user sees in the grid. Reflects
+ *      unsaved edits so the filter matches what the user actually has on
+ *      screen, not the pre-edit server state.
+ *   2. `transaction.transaction.lines` — persisted lines from the
+ *      transaction payload.
+ *   3. `[transaction.amount.amount]` — single-element fallback for
+ *      transactions that don't have a `lines` array at all (treat the
+ *      transaction-level amount as a one-line transaction).
+ *
+ * Returned as an array so the amount filter in `transactionMatchesCategory`
+ * can OR-combine per-line `matchAmount` results: a transaction is included
+ * if ANY of its lines satisfies the operator, and the full row (with all
+ * lines, matching or not) renders downstream. Before the per-line change
+ * this helper's predecessor in `getCategoryValueForTransaction` summed
+ * these values into a single aggregate and compared the sum.
+ *
+ * **Missing amounts.** Lines (or transactions) whose amount field is
+ * `null` / `undefined` / `NaN` are *dropped* from the returned array
+ * rather than coerced to `0`. Coercing to `0` would silently make a
+ * row with no amount data match operators like `less_than 100`, even
+ * though we genuinely don't know what the amount is — a semantic
+ * regression flagged in PR review. By filtering instead, the empty-array
+ * case bubbles up to `transactionMatchesCategory`, which falls back to
+ * the same "absent value: only `not_equal` matches" contract used by
+ * non-amount fields.
+ *
+ * The defensive `?.` chains stay in place so a partial payload (state
+ * init, Pusher mid-sync, partially-resolved server response) doesn't
+ * throw; the difference is `?? 0` → filter-out.
+ */
+const getLineAmountsForTransaction = (transaction) => {
+    const localData = transaction?.transactionLocalData?.transactionReviewLocalData;
+    if (localData?.lineItemById != null) {
+        const lineItems = Object.values(localData.lineItemById);
+        if (lineItems.length > 0) {
+            return lineItems
+                .map((lineItem) => lineItem?.amount?.amount)
+                .filter(isFiniteNumber);
+        }
+    }
+    if (transaction?.transaction?.lines != null &&
+        transaction.transaction.lines.length > 0) {
+        return transaction.transaction.lines
+            .map((line) => line?.amount?.amount)
+            .filter(isFiniteNumber);
+    }
+    const txAmount = transaction?.amount?.amount;
+    return isFiniteNumber(txAmount) ? [txAmount] : [];
+};
+/**
+ * Type guard that survives an `Array<number | undefined>.filter(...)` and
+ * narrows the result to `number[]`. Also rejects `NaN` so downstream
+ * `matchAmount` never sees a value that fails every operator silently
+ * (because every comparison with `NaN` is false, `NaN < 100`, `NaN > 100`,
+ * `NaN === N` all yield `false` — the row would silently slip through
+ * `not_equal` but fail every other operator, which is exactly the
+ * absent-value contract we want to apply explicitly via an empty array
+ * instead).
+ */
+const isFiniteNumber = (value) => typeof value === 'number' && Number.isFinite(value);
 /**
  * Resolve the comparable value for a transaction against a given filter field.
  * Returns undefined when the transaction doesn't carry the field — callers
  * decide whether absence counts as a match (for 'not_equal' it does).
+ *
+ * NOTE: the `'amount'` field is NOT handled here. Amount matching is
+ * per-line (see `getLineAmountsForTransaction` + the early-return in
+ * `transactionMatchesCategory`) and would otherwise need to return a
+ * non-scalar value that doesn't fit this helper's contract.
  */
 const getCategoryValueForTransaction = (key, transaction) => {
     switch (key) {
         case 'amount': {
-            // Prefer transactionLocalData line items (sum). Fall back to lines on
-            // the transaction itself. Final fallback: transaction-level amount.
-            const localDataForAmount = transaction.transactionLocalData?.transactionReviewLocalData;
-            if (localDataForAmount?.lineItemById) {
-                const lineItems = Object.values(localDataForAmount.lineItemById);
-                if (lineItems.length > 0) {
-                    return lineItems.reduce((sum, lineItem) => sum + (lineItem.amount?.amount ?? 0), 0);
-                }
-            }
-            if (transaction.transaction.lines &&
-                transaction.transaction.lines.length > 0) {
-                return transaction.transaction.lines.reduce((sum, line) => sum + (line.amount?.amount ?? 0), 0);
-            }
-            return transaction.amount.amount;
+            // Handled per-line in `transactionMatchesCategory` — see the note on
+            // this function's JSDoc and `getLineAmountsForTransaction` above.
+            return undefined;
         }
         case 'payee': {
             if (isNonEmptyString(transaction.vendorName)) {
@@ -187,6 +246,37 @@ const matchAmount = (amount, category) => {
     return op === 'not_equal' ? !matched : matched;
 };
 const transactionMatchesCategory = (transaction, category) => {
+    if (category.field === 'amount') {
+        // Per-line matching: the transaction is included if ANY of its lines
+        // satisfies the operator. This is what the user expects when a
+        // multi-line transaction contains lines at different amounts — they
+        // want the row to surface if even one line falls in the filter's
+        // range. The full row (with non-matching lines too) renders
+        // downstream; this matcher only decides row inclusion. Same
+        // operator + sign semantics as the aggregate version, just applied
+        // per line.
+        //
+        // `not_equal` deserves a sanity-check: `matchAmount` already inverts
+        // internally for that operator, so for a line whose amount is NOT
+        // in the filter's `values`, matchAmount returns true; for a line
+        // whose amount IS in the values, it returns false. `.some()` over
+        // lines therefore means "the transaction has at least one line that
+        // is not equal to any of the filter values" — which is the right
+        // match-any-line interpretation of `not_equal` (a transaction
+        // matches if it has a line that satisfies the negation).
+        const lineAmounts = getLineAmountsForTransaction(transaction);
+        if (lineAmounts.length === 0) {
+            // No valid (finite) amount data on the transaction or its lines —
+            // apply the same absent-value contract the generic branch below
+            // uses for non-amount fields: only `not_equal` matches a missing
+            // value, every other operator excludes it. Coercing missing
+            // amounts to `0` upstream (the previous behavior) would have made
+            // such rows silently match `less_than 100`, `in_between [0, 50]`,
+            // etc., which the PR review correctly flagged as a regression.
+            return category.matchingOperator === 'not_equal';
+        }
+        return lineAmounts.some((lineAmount) => matchAmount(lineAmount, category));
+    }
     const value = getCategoryValueForTransaction(category.field, transaction);
     if (value == null) {
         // Absent-value semantics — pinning these down explicitly so the
@@ -206,12 +296,10 @@ const transactionMatchesCategory = (transaction, category) => {
         //              are filtered out.
         //
         // Only the `not_equal` branch returns `true` here; everything else
-        // falls through to the `false` below.
+        // falls through to the `false` below. Note: 'amount' never lands here
+        // because it short-circuits to the per-line path above.
         return category.matchingOperator === 'not_equal';
     }
-    if (category.field === 'amount') {
-        return matchAmount(Number(value), category);
-    }
     const valueStr = value.toString();
     const valueInList = category.values.some((v) => v.toString() === valueStr);
     return category.matchingOperator === 'not_equal' ? !valueInList : valueInList;