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

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

@@ -1,9 +1,10 @@
 import { EntityRecommendationPayload } from '../../../commonPayloadTypes/recommendationPayload';
 import { TransactionPayload } from '../../../entity/transaction/payloadTypes/transactionPayload';
-import { CategorizationStatusType } from '../../../entity/transaction/stateTypes/transactionLine';
 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;
     page_size: number;
     page_token: string | null;
@@ -11,8 +12,13 @@ export interface TransactionCategorizationQueryPayload {
     sort_by: string;
     sort_order: string;
     start_date: string | null;
-    count_only_statuses?: CategorizationStatusType[];
-    statuses?: CategorizationStatusType[];
+    /**
+     * 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;
@@ -20,13 +26,18 @@ export interface TransactionCategorizationPayload {
     total_count: number;
     transactions: SupportedTransactionPayload[];
     /**
-     * Backend-computed count for the optional {@link
-     * TransactionCategorizationQueryPayload.count_only_statuses} filter. Present
-     * only when the request supplied `count_only_statuses`; otherwise omitted,
-     * so any cached parent-badge value on the frontend stays intact across
-     * scoped fetches.
+     * 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.
      */
-    count_only_total?: number;
+    parent_tab_total_count?: number;
 }
 export type TransactionCategorizationResponse = ZeniAPIResponse<TransactionCategorizationPayload>;
 export interface EntityRelatedUpdatesPayload {

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

@@ -13,11 +13,11 @@ import { VendorBase } from '../../../entity/vendor/vendorState';
 import { ZeniAPIStatus } from '../../../responsePayload';
 import { UncategorizedAccounts } from '../../accountList/accountListSelector';
 import { UpdateTransactionCategorizationResponsePayload } from '../payload/transactionCategorizationPayload';
-import { TransactionFilters } from '../transactionFilterHelpers';
 import { SupportedTransactionCategorization, TransactionSaveUpdates, TransactionsTab, TransactionsTabViewState, TransactionsViewState, TransactionsViewUIState } from '../types/transactionsViewState';
+import { TransactionFilters } from '../transactionFilterHelpers';
 export declare const initialTransactionTabViewState: TransactionsTabViewState;
 export declare const initialState: TransactionsViewState;
-export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", period: TimePeriod, cacheOverride?: any, keepExistingListItems?: any, searchString?: string | undefined, pageToken?: PageToken | undefined, refreshViewInBackground?: any, resetListItems?: boolean | undefined, isUncategorizedExpenseCategoryEnabled?: boolean | undefined, statuses?: ("auto_categorized" | "auto_reviewed" | "pending_review" | "review_complete")[] | undefined, countOnlyStatuses?: ("auto_categorized" | "auto_reviewed" | "pending_review" | "review_complete")[] | undefined], {
+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], {
     selectedTab: "review" | "autoCategorized";
     period: TimePeriod;
     searchString: string | undefined;
@@ -27,8 +27,6 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
     refreshViewInBackground: any;
     resetListItems: boolean | undefined;
     isUncategorizedExpenseCategoryEnabled: boolean | undefined;
-    statuses: ("auto_categorized" | "auto_reviewed" | "pending_review" | "review_complete")[] | undefined;
-    countOnlyStatuses: ("auto_categorized" | "auto_reviewed" | "pending_review" | "review_complete")[] | undefined;
 }, "expenseAutomationTransactionsView/fetchTransactionCategorization", never, never>, updateTransactionCategorizationUIState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     selectedTab: TransactionsTab;
     uiState: Partial<TransactionsViewUIState>;
@@ -58,14 +56,12 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
     selectedPeriod: MonthYearPeriod;
     selectedTab: TransactionsTab;
     status: ZeniAPIStatus;
-}, "expenseAutomationTransactionsView/fetchTransactionCategorizationFailure">, saveTransactionCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionIds: string[], cotTrackingByTransactionId: COTTransactionTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled?: boolean | undefined, reviewStatuses?: ("auto_categorized" | "auto_reviewed" | "pending_review" | "review_complete")[] | undefined], {
+}, "expenseAutomationTransactionsView/fetchTransactionCategorizationFailure">, saveTransactionCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionIds: string[], cotTrackingByTransactionId: COTTransactionTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
     selectedTab: "review" | "autoCategorized";
     transactionIds: string[];
     cotTrackingByTransactionId: COTTransactionTrackingByTransactionId;
     isUncategorizedExpenseCategoryEnabled: boolean | undefined;
-    reviewStatuses: ("auto_categorized" | "auto_reviewed" | "pending_review" | "review_complete")[] | undefined;
-}, "expenseAutomationTransactionsView/saveTransactionCategorization", never, never>, updateTransactionCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionIds: string[], transactionSaveUpdates: TransactionSaveUpdates[], cotTrackingByTransactionId: COTTransactionTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled?: boolean | undefined, reviewStatuses?: ("auto_categorized" | "auto_reviewed" | "pending_review" | "review_complete")[] | undefined], {
-    reviewStatuses: ("auto_categorized" | "auto_reviewed" | "pending_review" | "review_complete")[] | undefined;
+}, "expenseAutomationTransactionsView/saveTransactionCategorization", never, never>, updateTransactionCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionIds: string[], transactionSaveUpdates: TransactionSaveUpdates[], cotTrackingByTransactionId: COTTransactionTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
     selectedTab: "review" | "autoCategorized";
     transactionIds: string[];
     transactionSaveUpdates: TransactionSaveUpdates[];
@@ -79,11 +75,10 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
     selectedTab: "review" | "autoCategorized";
     fetchState: FetchState;
     error: ZeniAPIStatus<Record<string, unknown>> | undefined;
-}, "expenseAutomationTransactionsView/updateTransactionCategorizationSaveStatus", never, never>, markTransactionAsNotMiscategorized: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionsInReview: UpdateTransactionCategorizationResponsePayload, isUncategorizedExpenseCategoryEnabled?: boolean | undefined, reviewStatuses?: ("auto_categorized" | "auto_reviewed" | "pending_review" | "review_complete")[] | undefined], {
+}, "expenseAutomationTransactionsView/updateTransactionCategorizationSaveStatus", never, never>, markTransactionAsNotMiscategorized: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionsInReview: UpdateTransactionCategorizationResponsePayload, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
     selectedTab: "review" | "autoCategorized";
     transactionsInReview: UpdateTransactionCategorizationResponsePayload;
     isUncategorizedExpenseCategoryEnabled: boolean | undefined;
-    reviewStatuses: ("auto_categorized" | "auto_reviewed" | "pending_review" | "review_complete")[] | undefined;
 }, "expenseAutomationTransactionsView/markTransactionAsNotMiscategorized", never, never>, updateStatusForTransactionNotMiscategorizedUpdateForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", uncheckTransactionIds: string[], removeTransactionIdsFromSelectedPeriod: string[], selectedPeriod: MonthYearPeriod, fetchState: FetchState, error?: ZeniAPIStatus<Record<string, unknown>> | undefined, updateLineItemsByTransactionId?: Record<string, string[]> | undefined], {
     removeTransactionIdsFromSelectedPeriod: string[];
     selectedPeriod: MonthYearPeriod;
@@ -132,9 +127,9 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
     selectedTab: TransactionsTab;
     totalCount: number;
 }, "expenseAutomationTransactionsView/updateTotalCountForTransactionCategorization">, updateParentTotalCountForTab: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    parentTotalCount: number;
     selectedPeriod: MonthYearPeriod;
     selectedTab: TransactionsTab;
-    parentTotalCount?: number;
 }, "expenseAutomationTransactionsView/updateParentTotalCountForTab">, fetchTransactionCategorizationSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     selectedTab: TransactionsTab;
     status: ZeniAPIStatus;
@@ -142,7 +137,7 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
 }, "expenseAutomationTransactionsView/fetchTransactionCategorizationSuccess">, resetOtherTabsFetchState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     tabs: TransactionsTab[];
     refreshViewInBackground?: boolean;
-}, "expenseAutomationTransactionsView/resetOtherTabsFetchState">, fetchTransactionCategorizationView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", period: TimePeriod, cacheOverride?: any, keepExistingListItems?: any, searchString?: string | undefined, pageToken?: PageToken | undefined, refreshViewInBackground?: any, resetListItems?: any, isUncategorizedExpenseCategoryEnabled?: boolean | undefined, statuses?: ("auto_categorized" | "auto_reviewed" | "pending_review" | "review_complete")[] | undefined, countOnlyStatuses?: ("auto_categorized" | "auto_reviewed" | "pending_review" | "review_complete")[] | undefined], {
+}, "expenseAutomationTransactionsView/resetOtherTabsFetchState">, fetchTransactionCategorizationView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", period: TimePeriod, cacheOverride?: any, keepExistingListItems?: any, searchString?: string | undefined, pageToken?: PageToken | undefined, refreshViewInBackground?: any, resetListItems?: any, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
     selectedTab: "review" | "autoCategorized";
     period: TimePeriod;
     searchString: string | undefined;
@@ -152,8 +147,6 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
     refreshViewInBackground: any;
     resetListItems: any;
     isUncategorizedExpenseCategoryEnabled: boolean | undefined;
-    statuses: ("auto_categorized" | "auto_reviewed" | "pending_review" | "review_complete")[] | undefined;
-    countOnlyStatuses: ("auto_categorized" | "auto_reviewed" | "pending_review" | "review_complete")[] | undefined;
 }, "expenseAutomationTransactionsView/fetchTransactionCategorizationView", never, never>, updateSelectedCheckboxTransactionIds: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     selectedTab: TransactionsTab;
     transactionIds: ID[];
@@ -185,18 +178,18 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
     lineId: ID;
     selectedTab: TransactionsTab;
     transactionId: ID;
-}, "expenseAutomationTransactionsView/updateSelectedTransactionId">, syncTransactionCategorizationFromDetailSave: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, updatedTransaction: SupportedTransactionWithCOT, pendingReviewLineIds: string[], uncategorizedIncomeExpense: UncategorizedAccounts, isUncategorizedExpenseCategoryEnabled?: boolean | undefined, reviewStatuses?: ("auto_categorized" | "auto_reviewed" | "pending_review" | "review_complete")[] | undefined], {
+}, "expenseAutomationTransactionsView/updateSelectedTransactionId">, syncTransactionCategorizationFromDetailSave: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, updatedTransaction: SupportedTransactionWithCOT, pendingReviewLineIds: string[], uncategorizedIncomeExpense: UncategorizedAccounts, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
     transactionId: TransactionID;
     updatedTransaction: SupportedTransactionWithCOT;
     pendingReviewLineIds: string[];
     uncategorizedIncomeExpense: UncategorizedAccounts;
     isUncategorizedExpenseCategoryEnabled: boolean | undefined;
-    reviewStatuses: ("auto_categorized" | "auto_reviewed" | "pending_review" | "review_complete")[] | undefined;
-}, "expenseAutomationTransactionsView/syncTransactionCategorizationFromDetailSave", never, never>, backgroundRefetchReviewTab: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[period: TimePeriod, isUncategorizedExpenseCategoryEnabled?: boolean | undefined, reviewStatuses?: ("auto_categorized" | "auto_reviewed" | "pending_review" | "review_complete")[] | undefined], {
+}, "expenseAutomationTransactionsView/syncTransactionCategorizationFromDetailSave", never, never>, backgroundRefetchReviewTab: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[period: TimePeriod, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
     period: TimePeriod;
     isUncategorizedExpenseCategoryEnabled: boolean | undefined;
-    reviewStatuses: ("auto_categorized" | "auto_reviewed" | "pending_review" | "review_complete")[] | undefined;
-}, "expenseAutomationTransactionsView/backgroundRefetchReviewTab", never, never>, updateTransactionCategorizationUploadReceiptState: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: string, fetchStatus: FetchStateAndError], {
+}, "expenseAutomationTransactionsView/backgroundRefetchReviewTab", never, never>, 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], {
     selectedTab: "review" | "autoCategorized";
     transactionId: string;
     fetchStatus: FetchStateAndError;

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

@@ -4,7 +4,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.markCategoryClassRecommendationsFailureForCategorization = exports.markCategoryClassRecommendationsCompletedForCategorization = exports.markCategoryClassRecommendationsInProgressForCategorization = 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.updateTransactionFilters = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorization = exports.initialState = exports.initialTransactionTabViewState = void 0;
+exports.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = exports.removeTransactionFromAllTabs = exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.markCategoryClassRecommendationsFailureForCategorization = exports.markCategoryClassRecommendationsCompletedForCategorization = exports.markCategoryClassRecommendationsInProgressForCategorization = 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.updateTransactionFilters = 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"));
@@ -12,6 +12,7 @@ const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const vendorTransaction_1 = require("../../../entity/transaction/stateTypes/vendorTransaction");
 const transactionCategorizationLocalDataHelper_1 = require("../helpers/transactionCategorizationLocalDataHelper");
 const completedSubTab_1 = require("../types/completedSubTab");
+const transactionsViewState_1 = require("../types/transactionsViewState");
 exports.initialTransactionTabViewState = {
     saveStatus: {
         fetchState: 'Not-Started',
@@ -127,7 +128,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.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,
@@ -139,8 +140,6 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                         refreshViewInBackground,
                         resetListItems,
                         isUncategorizedExpenseCategoryEnabled,
-                        statuses,
-                        countOnlyStatuses,
                     },
                 };
             },
@@ -189,7 +188,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.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,
@@ -201,8 +200,6 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                         refreshViewInBackground,
                         resetListItems,
                         isUncategorizedExpenseCategoryEnabled,
-                        statuses,
-                        countOnlyStatuses,
                     },
                 };
             },
@@ -321,25 +318,13 @@ const expenseAutomationTransactionsView = (0, toolkit_1.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,
                     },
                 };
             },
@@ -413,16 +398,9 @@ const expenseAutomationTransactionsView = (0, toolkit_1.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,
@@ -887,20 +865,12 @@ const expenseAutomationTransactionsView = (0, toolkit_1.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,
                     },
                 };
             },
@@ -958,17 +928,10 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
         },
         updateTotalCountForTransactionCategorization(draft, action) {
             const { selectedTab, selectedPeriod, totalCount } = action.payload;
-            const periodId = (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod);
-            draft.transactionCategorizationView[selectedTab].uiState.totalCount[periodId] = totalCount;
-            if (selectedTab === 'review') {
-                draft.parentTotalCountByTab.review[periodId] = totalCount;
-            }
+            draft.transactionCategorizationView[selectedTab].uiState.totalCount[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] = totalCount;
         },
         updateParentTotalCountForTab(draft, action) {
             const { selectedTab, selectedPeriod, parentTotalCount } = action.payload;
-            if (parentTotalCount == null) {
-                return;
-            }
             draft.parentTotalCountByTab[selectedTab][(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] = parentTotalCount;
         },
         updateSelectedCheckboxTransactionIds(draft, action) {
@@ -1017,7 +980,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
             },
         },
         syncTransactionCategorizationFromDetailSave: {
-            prepare(transactionId, updatedTransaction, pendingReviewLineIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled, reviewStatuses) {
+            prepare(transactionId, updatedTransaction, pendingReviewLineIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled) {
                 return {
                     payload: {
                         transactionId,
@@ -1025,7 +988,6 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                         pendingReviewLineIds,
                         uncategorizedIncomeExpense,
                         isUncategorizedExpenseCategoryEnabled,
-                        reviewStatuses,
                     },
                 };
             },
@@ -1071,12 +1033,11 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
             },
         },
         backgroundRefetchReviewTab: {
-            prepare(period, isUncategorizedExpenseCategoryEnabled, reviewStatuses) {
+            prepare(period, isUncategorizedExpenseCategoryEnabled) {
                 return {
                     payload: {
                         period,
                         isUncategorizedExpenseCategoryEnabled,
-                        reviewStatuses,
                     },
                 };
             },
@@ -1087,7 +1048,18 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                 };
             },
         },
+        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.updateTransactionFilters = _a.updateTransactionFilters, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.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.markCategoryClassRecommendationsInProgressForCategorization = _a.markCategoryClassRecommendationsInProgressForCategorization, exports.markCategoryClassRecommendationsCompletedForCategorization = _a.markCategoryClassRecommendationsCompletedForCategorization, exports.markCategoryClassRecommendationsFailureForCategorization = _a.markCategoryClassRecommendationsFailureForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab, exports.updateTransactionCategorizationUploadReceiptState = _a.updateTransactionCategorizationUploadReceiptState, exports.uploadTransactionCategorizationReceiptSuccess = _a.uploadTransactionCategorizationReceiptSuccess;
+_a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.updateTransactionFilters = _a.updateTransactionFilters, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.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.markCategoryClassRecommendationsInProgressForCategorization = _a.markCategoryClassRecommendationsInProgressForCategorization, exports.markCategoryClassRecommendationsCompletedForCategorization = _a.markCategoryClassRecommendationsCompletedForCategorization, exports.markCategoryClassRecommendationsFailureForCategorization = _a.markCategoryClassRecommendationsFailureForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab, exports.removeTransactionFromAllTabs = _a.removeTransactionFromAllTabs, exports.updateTransactionCategorizationUploadReceiptState = _a.updateTransactionCategorizationUploadReceiptState, exports.uploadTransactionCategorizationReceiptSuccess = _a.uploadTransactionCategorizationReceiptSuccess;
 exports.default = expenseAutomationTransactionsView.reducer;

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

@@ -1,6 +1,6 @@
 import { NestedAccountHierarchyForReport } from '../../../commonStateTypes/accountView/nestedAccountID';
 import { NestedClassHierarchyForReport } from '../../../commonStateTypes/classesView/nestedClassID';
-import { CompletionStatusType, FetchStateAndError, ID } from '../../../commonStateTypes/common';
+import { CompletionStatusType, FetchState, FetchStateAndError, ID } from '../../../commonStateTypes/common';
 import { SelectorView } from '../../../commonStateTypes/viewAndReport/viewAndReport';
 import { AccountBase } from '../../../entity/account/accountState';
 import { ClassBase } from '../../../entity/class/classState';
@@ -19,17 +19,18 @@ export interface ExpenseAutomationTransactionViewSelector extends SelectorView {
     classHierarchyList: NestedClassHierarchyForReport[];
     classList: ClassBase[];
     completionStatus: CompletionStatusType;
+    createTransferEntryStatus: FetchState;
+    creditCardTransferAccountsList: AccountBase[];
     fetchStateByTransactionTabs: Record<TransactionsTab, FetchStateAndError>;
     hasInFlightCategoryClassRecommendations: boolean;
     inFlightCategoryClassRecommendationsByTransactionId: Record<ID, boolean>;
     isAccountingProjectsEnabled: boolean;
     markAsNotMiscategorizedStatus: FetchStateAndError;
     /**
-     * Parent tab badge counts, sourced from the listing response's optional
-     * `count_only_total` (only emitted when the request supplied
-     * `count_only_statuses`). 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}.
+     * 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;
@@ -46,6 +47,7 @@ export interface ExpenseAutomationTransactionViewSelector extends SelectorView {
     transactionIdsWithUnsavedData: ID[];
     transactionLocalData: TransactionReviewLocalDataSelectorView[];
     transactions: SupportedTransactionWithCOT[];
+    transferAccounts: AccountBase[];
     uiState: TransactionsViewUIState;
     uncategorizedAccounts: UncategorizedAccounts;
     uploadReceiptStatusById: Record<ID, FetchStateAndError>;

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

@@ -6,4 +6,5 @@ import { ExpenseAutomationTransactionViewSelector, TransactionReviewLocalDataSel
 export declare const getCategorizationInFlightRecommendationsByTransactionId: (state: RootState) => Record<ID, boolean>;
 export declare const getCategorizationHasInFlightRecommendations: (state: RootState) => boolean;
 export declare const toTransactionView: (transaction: TransactionWithCOT, transactionLocalData?: TransactionReviewLocalDataSelectorView) => TransactionView;
+export { getLastTransferEntryReplacement } from '../../createTransferEntry/createTransferEntrySelector';
 export declare function getExpenseAutomationTransactionView(state: RootState): ExpenseAutomationTransactionViewSelector;

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

@@ -3,7 +3,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
     return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.toTransactionView = exports.getCategorizationHasInFlightRecommendations = exports.getCategorizationInFlightRecommendationsByTransactionId = void 0;
+exports.getLastTransferEntryReplacement = exports.toTransactionView = exports.getCategorizationHasInFlightRecommendations = exports.getCategorizationInFlightRecommendationsByTransactionId = void 0;
 exports.getExpenseAutomationTransactionView = getExpenseAutomationTransactionView;
 const toolkit_1 = require("@reduxjs/toolkit");
 const omit_1 = __importDefault(require("lodash/omit"));
@@ -15,6 +15,7 @@ const transactionSelector_1 = require("../../../entity/transaction/transactionSe
 const transactionFilterHelpers_1 = require("../transactionFilterHelpers");
 const accountListSelector_1 = require("../../accountList/accountListSelector");
 const classListSelector_1 = require("../../classList/classListSelector");
+const createTransferEntrySelector_1 = require("../../createTransferEntry/createTransferEntrySelector");
 const projectListSelector_1 = require("../../projectList/projectListSelector");
 const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
 // Walks the tab's transactionReviewLocalDataById map and returns
@@ -90,8 +91,12 @@ const toTransactionView = (transaction, transactionLocalData) => {
     };
 };
 exports.toTransactionView = toTransactionView;
+// Re-exported here for back-compat. New code should import from
+// `view/createTransferEntry/createTransferEntrySelector`.
+var createTransferEntrySelector_2 = require("../../createTransferEntry/createTransferEntrySelector");
+Object.defineProperty(exports, "getLastTransferEntryReplacement", { enumerable: true, get: function () { return createTransferEntrySelector_2.getLastTransferEntryReplacement; } });
 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 = (0, accountListSelector_1.getUncategorizedAccounts)(accountState, accountListState, 'accountList');
@@ -191,11 +196,10 @@ 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
@@ -224,6 +228,7 @@ function getExpenseAutomationTransactionView(state) {
         : [];
     const transactionCompletionStatus = allSteps.find((step) => step.step === 'transaction_categorization')?.completionStatus;
     const completionStatus = transactionCompletionStatus ?? 'incomplete';
+    const { transferAccountsList, creditCardTransferAccountsList } = (0, createTransferEntrySelector_1.getResolvedTransferAccounts)(state);
     const inFlightCategoryClassRecommendationsByTransactionId = (0, exports.getCategorizationInFlightRecommendationsByTransactionId)(state);
     const hasInFlightCategoryClassRecommendations = (0, exports.getCategorizationHasInFlightRecommendations)(state);
     return {
@@ -248,6 +253,7 @@ function getExpenseAutomationTransactionView(state) {
         refreshStatus,
         saveStatus,
         markAsNotMiscategorizedStatus,
+        createTransferEntryStatus: createTransferEntryState.createTransferEntryStatus,
         completionStatus,
         totalCountByTab,
         parentTabTotalCountByTab,
@@ -255,6 +261,8 @@ function getExpenseAutomationTransactionView(state) {
         uploadReceiptStatusById,
         selectedTransactionId,
         selectedTransactionLineId,
+        creditCardTransferAccountsList,
+        transferAccounts: transferAccountsList,
         selectedTransactionCategorizationCompletedSubTab,
     };
 }