@zeniai/client-epic-state 5.1.8-betaAS1 → 5.1.8-betaSS1

package/lib/commonPayloadTypes/commonPayload.d.ts

@@ -10,31 +10,10 @@ export interface AllowedValueWithCodeOptionalPayload {
 export declare function isAllowedValueWithCodePayload(allowedValueWithCodePayload: any): allowedValueWithCodePayload is AllowedValueWithCodePayload;
 export declare function isAllowedValueWithCodeOptionalPayload(allowedValueWithCodePayload: any): allowedValueWithCodePayload is AllowedValueWithCodeOptionalPayload;
 export declare function toAllowedValueWithCode(allowedValueWithCodePayload: AllowedValueWithCodePayload): AllowedValueWithCode;
-export interface LabelValueCodeDescriptionPayload {
-    code: string;
-    description: string;
-}
-export interface LabelValueFileOptionPayload {
-    file_id: string;
-    option?: string;
-}
-export interface LabelValuePersonNamePayload {
-    first_name?: string;
-    last_name?: string;
-}
-export interface LabelValuePersonPayload {
-    company_role?: string;
-    date_of_birth?: string;
-    email?: string;
-    name?: LabelValuePersonNamePayload;
-    nationality?: string;
-    ownership_percentage?: number;
-    proof_of_address?: LabelValueFileOptionPayload[];
-    proof_of_identity?: LabelValueFileOptionPayload[];
-    ssn?: string;
-}
-export type LabelValueCodesValuesPayload = string | string[] | LabelValueCodeDescriptionPayload | LabelValueCodeDescriptionPayload[] | LabelValueFileOptionPayload | LabelValueFileOptionPayload[] | LabelValuePersonPayload | LabelValuePersonPayload[];
 export interface LabelValueCodesPayload {
     label: string;
-    values: LabelValueCodesValuesPayload;
+    values: {
+        code: string;
+        description: string;
+    }[] | string[];
 }

package/lib/esm/index.js

@@ -73,7 +73,7 @@ import { getLastNotificationTime, getNotifications, } from './entity/toastNotifi
 import { mapFileEntityToAttachment, toContentType, toContentTypeStrict, } from './entity/transaction/stateTypes/attachment';
 import { isCustomerTransaction, } from './entity/transaction/stateTypes/customerTransaction';
 import { isTransferTransaction, } from './entity/transaction/stateTypes/otherTransaction';
-import { toPlatformLineDetailType, } from './entity/transaction/stateTypes/transactionLine';
+import { toCategorizationStatusType, toPlatformLineDetailType, } from './entity/transaction/stateTypes/transactionLine';
 import { toTransactionCategory, toTransactionType, toTransactionTypeStrict, } from './entity/transaction/stateTypes/transactionType';
 import { isVendorTransaction, isVendorTransactionWithCustomer, } from './entity/transaction/stateTypes/vendorTransaction';
 import { getSupportedTransactionById } from './entity/transaction/transactionSelector';
@@ -292,7 +292,6 @@ import { convertAmountToHomeCurrency, discardBillUpdatesInLocalStore, discardOut
 import { checkIfCreatorIsApprover, getEditBillDetail, toPaymentToOption, } from './view/spendManagement/billPay/editBillView/editBillViewSelector';
 import { clearInternationalWire, createPaymentInstrument, createPaymentInstrumentUpdateStatus, deletePaymentInstrument, fetchInternationalWireDynamicForm, initializeDynamicForm, initializeInternationalWireLocalData, updateInternationalWireLocalStoreData, } from './view/spendManagement/billPay/internationalWire/internationalWireReducer';
 import { getInternationalWireView, } from './view/spendManagement/billPay/internationalWire/internationalWireSelector';
-import { InternationalWireVerificationFormOrder, sortVerificationFormFields, } from './view/spendManagement/billPay/internationalWireVerification/internationalWireVerificationPayload';
 import { fetchInternationalVerificationForm, submitInternationalVerificationForm, updateVerificationFormLocalData, } from './view/spendManagement/billPay/internationalWireVerification/internationalWireVerificationReducer';
 import { getIntlWireVerificationView, } from './view/spendManagement/billPay/internationalWireVerification/internationalWireVerificationSelector';
 import { fetchBillAttachment, fetchMagicLinkBankNameByRouting, fetchMagicLinkBankNameBySwift, fetchMagicLinkTenant, saveBankAccount, saveMagicLinkAddressInLocalStore, updateMagicLinkBankAccountLocalStoreData, updateMagicLinkInternationalBankAccountLocalStoreData, } from './view/spendManagement/billPay/magicLinkView/magicLinkViewReducer';
@@ -507,7 +506,7 @@ export { toAttachment, } from './entity/transaction/payloadTypes/attachmentPaylo
 export { defaultCustomerCurrency };
 export { isCustomerTransaction };
 export { toTransactionID, } from './entity/transaction/payloadTypes/transactionIDPayload';
-export { toPlatformLineDetailType, };
+export { toPlatformLineDetailType, toCategorizationStatusType, };
 export { toTransactionType, toTransactionTypeStrict, toTransactionCategory, };
 export { defaultVendorCurrency, updateVendors };
 export { isVendorTransaction, isVendorTransactionWithCustomer, };
@@ -645,11 +644,7 @@ export { pushToastNotification, getLastNotificationTime, getNotifications, };
 export { getReferralListView, getInviteFormView, toReferralListViewSortKeyType, StatusTypes, AmountStatusTypes, fetchReferrals, sendReferralInvite, clearReferrals, saveReferralFormDataInLocalStore, updateReferralListSortUiState, resendReferralInvite, fetchRewardsPlan, getRewardsPlanCard, updateReferViewed, };
 export { ALL_WEEK_DAYS, SEMI_WEEKLY_REQUIRED_DAYS_COUNT, getMinAllowedEndDate, getRecurringEndDateFromCount, toDayOfWeek, toRecurringFrequency, };
 export { fetchCockpitContext, fetchCompanyTaskManagerView, fetchTaskManagerMetrics, getCompanyTaskManagerView, createTaskFromTaskGroupTemplate, };
-export { InternationalWireVerificationFormOrder, sortVerificationFormFields, fetchInternationalVerificationForm, submitInternationalVerificationForm, updateVerificationFormLocalData, getIntlWireVerificationView, };
-export { InternationalWireVerificationBooleanWithSubfieldsFieldNameList, InternationalWireVerificationBooleanWithSubfieldsFieldNames, InternationalWireVerificationControllingPersonFieldName, InternationalWireVerificationFormFieldNames, InternationalWireVerificationStakeHolderFieldName, InternationalWireVerificationSubfieldNames, } from './view/spendManagement/billPay/internationalWireVerification/internationalWireVerificationFieldConstants';
-export { IntlWireVerificationLocalDataSuffix, toIntlWireVerificationFormDetails, toIntlWireVerificationSubmitPayload, } from './view/spendManagement/billPay/internationalWireVerification/internationalWireVerificationSubmitPayload';
-export { getStakeHolderOwnerIndicesFromLocalData, } from './view/spendManagement/billPay/internationalWireVerification/internationalWireVerificationLocalDataHelpers';
-export { toVerificationFormLocalDataFromOnboardingDetails, } from './view/spendManagement/billPay/internationalWireVerification/internationalWireOnboardingDetailsToLocalData';
+export { fetchInternationalVerificationForm, submitInternationalVerificationForm, updateVerificationFormLocalData, getIntlWireVerificationView, };
 export { fetchExpressPayInitialDetails, updateExpressPayFormLocalData, submitExpressPay, resetExpressPayLocalData, getExpressPayView, };
 export { acceptTreasuryTerms, fetchTreasurySetupView, clearTreasurySetupView, fetchTreasuryFunds, updatePortfolioAllocation, fetchPortfolioAllocation, updateFundAllocationLocalData, updateTreasuryPromoIntroClosedByOutsideClick, updateTreasuryPromoRemindMeLaterClicked, updateTreasuryVideoViewed, getTreasurySetupViewDetails, getTreasuryFundsMaximumYield, };
 // ── AI Accountant Entity ──

package/lib/esm/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.js

@@ -9,7 +9,7 @@ import { fetchMissingReceipts } from '../../reducers/missingReceiptsViewReducer'
 import { fetchReconciliation } from '../../reducers/reconciliationViewReducer';
 import { fetchTransactionCategorizationView } from '../../reducers/transactionsViewReducer';
 export const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.pipe(filter(fetchAllExpenseAutomationTabs.match), switchMap((action) => {
-    const { cacheOverride, refreshViewInBackground, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+    const { cacheOverride, refreshViewInBackground, isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses, } = action.payload;
     const state = state$.value;
     const { monthEndCloseChecksState } = state;
     const { monthEndCloseChecksByTenantId } = monthEndCloseChecksState;
@@ -30,7 +30,7 @@ export const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.
     }
     if (cacheOverride === true) {
         const actions = [];
-        actions.push(fetchTransactionCategorizationView(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, cacheOverride, false, undefined, undefined, refreshViewInBackground, false, isUncategorizedExpenseCategoryEnabled), fetchMissingReceipts({ start: timePeriodStart, end: timePeriodEnd }, {
+        actions.push(fetchTransactionCategorizationView(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, cacheOverride, false, undefined, undefined, refreshViewInBackground, false, isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses), fetchMissingReceipts({ start: timePeriodStart, end: timePeriodEnd }, {
             amount: 75.0,
             currencyCode: 'USD',
             currencySymbol: '$',
@@ -83,7 +83,7 @@ export const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.
             (state.expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab].hasValidState() === false ||
                 state.expenseAutomationTransactionsViewState
                     .transactionCategorizationView[selectedTransactionCategorizationTab].transactionIdsBySelectedPeriod[monthYearPeriodId] == null)) {
-            fetchActions.push(fetchTransactionCategorizationView(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, cacheOverride, false, undefined, undefined, refreshViewInBackground, false, isUncategorizedExpenseCategoryEnabled));
+            fetchActions.push(fetchTransactionCategorizationView(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, cacheOverride, false, undefined, undefined, refreshViewInBackground, false, isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses));
         }
         return from(fetchActions);
     }

package/lib/esm/view/expenseAutomationView/epics/common/refreshExpenseAutomationCurrentTabEpic.js

@@ -10,7 +10,7 @@ import { fetchMissingReceipts } from '../../reducers/missingReceiptsViewReducer'
 import { fetchReconciliation } from '../../reducers/reconciliationViewReducer';
 import { fetchTransactionCategorizationView } from '../../reducers/transactionsViewReducer';
 export const refreshExpenseAutomationCurrentTabEpic = (actions$, state$) => actions$.pipe(filter(refreshExpenseAutomationCurrentTab.match), switchMap((action) => {
-    const { isUncategorizedExpenseCategoryEnabled } = action.payload;
+    const { countOnlyStatuses, isUncategorizedExpenseCategoryEnabled, statuses, } = action.payload;
     const state = state$.value;
     const currentTenant = getCurrentTenant(state);
     const companyId = currentTenant.companyId;
@@ -61,9 +61,10 @@ export const refreshExpenseAutomationCurrentTabEpic = (actions$, state$) => acti
             }
         }
         case 'transaction_categorization':
-        default:
+        default: {
             return from([
-                fetchTransactionCategorizationView(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, true, false, undefined, undefined, true, undefined, isUncategorizedExpenseCategoryEnabled),
+                fetchTransactionCategorizationView(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, true, false, undefined, undefined, true, undefined, isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses),
             ]);
+        }
     }
 }));

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

@@ -5,14 +5,9 @@ import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePay
 import { rollingCalendarDateRangeInclusive } from '../../helpers/rollingCalendarDateRangeInclusive';
 import { supportedTransactionPayloadToManualSearchResult } from '../../payload/missingReceiptsPayload';
 import { searchTransactionsForManualMatch, searchTransactionsForManualMatchFailure, searchTransactionsForManualMatchSuccess, } from '../../reducers/missingReceiptsViewReducer';
-import { DEFAULT_COMPLETED_SUB_TAB } from '../../types/completedSubTab';
 import { toTransactionsSortKey } from '../../types/transactionsViewState';
 /**
- * `auto_categorized` for manual transaction search (Unmatched).
- * Backend contract TBD — align with `fetchTransactionCategorizationEpic` (`selectedTab === 'autoCategorized'`)
- * when the expense-automation API documents the intended filter for this flow.
- */
-export const MANUAL_TRANSACTION_SEARCH_AUTO_CATEGORIZED = false;
+
 /** Inclusive rolling window for manual match search (ignores accounting period picker). */
 const MANUAL_SEARCH_TRANSACTION_DATE_RANGE_DAYS = 90;
 export const searchTransactionsForManualMatchEpic = (actions$, state$, zeniAPI) => {
@@ -41,20 +36,24 @@ export const searchTransactionsForManualMatchEpic = (actions$, state$, zeniAPI)
         const queryParam = {
             start_date: start,
             end_date: end,
-            auto_categorized: MANUAL_TRANSACTION_SEARCH_AUTO_CATEGORIZED,
             sort_by: toTransactionsSortKey(manualSearchSortKey),
             sort_order: manualSearchSortOrder === 'ascending' ? 'asc' : 'desc',
             page_token: pageToken ?? null,
             page_size: manualSearch.pageSize,
             search_text: query,
-            // Manual search ignores the Completed sub-tab axis — always span the
-            // default sentinel so the receipt-matching UX returns results
-            // regardless of where the transaction would otherwise be bucketed on
-            // the Completed tab.
-            sub_tab: DEFAULT_COMPLETED_SUB_TAB,
         };
+        // BETA TEST — Shubham dev namespace for transaction-categorization
+        // `statuses` / `count_only_statuses` rollout. Revert before merge by
+        // restoring `${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}` in
+        // place of the hardcoded base. Mirrored in
+        // `fetchTransactionCategorizationEpic.ts` and
+        // `backgroundRefetchReviewTabEpic.ts` — grep `BETA TEST` to find
+        // every override site.
+        // #region agent log
+        fetch('http://127.0.0.1:7755/ingest/4e987812-899d-4b9b-8ed6-a799cd019b33', { method: 'POST', headers: { 'Content-Type': 'application/json', 'X-Debug-Session-Id': 'f3bde0' }, body: JSON.stringify({ sessionId: 'f3bde0', hypothesisId: 'D', location: 'searchTransactionsForManualMatchEpic.ts:117', message: 'searchTransactionsForManualMatchEpic firing API', data: { query, pageToken, start: queryParam.start_date, end: queryParam.end_date, stack: (new Error().stack || '').split('\n').slice(1, 10).join(' | ') }, timestamp: Date.now() }) }).catch(() => { });
+        // #endregion
         return zeniAPI
-            .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
+            .getJSON(`https://dev.api.zeni.ai/version/accounting/shubham/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
             .pipe(mergeMap((response) => {
             if (isSuccessResponse(response) && response.data != null) {
                 const { transactions, next_page_token, total_count } = response.data;

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

@@ -10,8 +10,14 @@ import { toTransactionsSortKey } from '../../types/transactionsViewState';
 const SELECTED_TAB = 'review';
 const PAGE_SIZE = 25;
 export const backgroundRefetchReviewTabEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(backgroundRefetchReviewTab.match), switchMap((action) => {
-    const { period, isUncategorizedExpenseCategoryEnabled } = action.payload;
+    const { period, isUncategorizedExpenseCategoryEnabled, reviewStatuses } = action.payload;
     const state = state$.value;
+    // Background refetch must never widen the listing to "all statuses".
+    // Dispatchers that have access to the Statsig-resolved Review-tab
+    // status set (e.g. the EA-screen save chain) pass it through on the
+    // action; everyone else falls back to the hardcoded sentinel so the
+    // refetch matches what the user sees on the Review tab.
+    const effectiveReviewStatuses = reviewStatuses ?? ['pending_review'];
     const currentTenant = getCurrentTenant(state);
     const selectedPeriod = state.expenseAutomationViewState.selectedPeriodByTenantId[currentTenant.tenantId];
     const reviewUiState = state.expenseAutomationTransactionsViewState
@@ -21,14 +27,24 @@ export const backgroundRefetchReviewTabEpic = (actions$, state$, zeniAPI) => act
         const queryParam = {
             start_date: toString(period.start),
             end_date: toString(period.end),
-            auto_categorized: false,
             sort_by: toTransactionsSortKey(reviewUiState.sortKey),
             sort_order: reviewUiState.sortOrder === 'ascending' ? 'asc' : 'desc',
             page_token: pageToken,
             page_size: PAGE_SIZE,
             search_text: reviewUiState.searchString,
+            statuses: effectiveReviewStatuses,
         };
-        return zeniAPI.getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`);
+        // BETA TEST — Shubham dev namespace for transaction-categorization
+        // `statuses` / `count_only_statuses` rollout. Revert before merge by
+        // restoring `${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}` in
+        // place of the hardcoded base. Mirrored in
+        // `fetchTransactionCategorizationEpic.ts` and
+        // `searchTransactionsForManualMatchEpic.ts` — grep `BETA TEST` to
+        // find every override site.
+        // #region agent log
+        fetch('http://127.0.0.1:7755/ingest/4e987812-899d-4b9b-8ed6-a799cd019b33', { method: 'POST', headers: { 'Content-Type': 'application/json', 'X-Debug-Session-Id': 'f3bde0' }, body: JSON.stringify({ sessionId: 'f3bde0', hypothesisId: 'E', location: 'backgroundRefetchReviewTabEpic.ts:112', message: 'backgroundRefetchReviewTabEpic firing API', data: { pageToken, effectiveReviewStatuses, start: queryParam.start_date, end: queryParam.end_date, stack: (new Error().stack || '').split('\n').slice(1, 10).join(' | ') }, timestamp: Date.now() }) }).catch(() => { });
+        // #endregion
+        return zeniAPI.getJSON(`https://dev.api.zeni.ai/version/accounting/shubham/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`);
     };
     return fetchPage(null).pipe(expand((response) => {
         if (!isSuccessResponse(response) || response.data == null) {

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

@@ -6,11 +6,10 @@ 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, } = action.payload;
+    const { period, keepExistingListItems, selectedTab, refreshViewInBackground, statuses, countOnlyStatuses, } = action.payload;
     const uiState = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTab].uiState;
     const { pageToken, sortOrder, sortKey } = uiState;
     const currentTenant = getCurrentTenant(state$.value);
@@ -18,18 +17,26 @@ export const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) =>
     const queryParam = {
         start_date: toString(period.start),
         end_date: toString(period.end),
-        auto_categorized: selectedTab === 'autoCategorized',
         sort_by: toTransactionsSortKey(sortKey),
         sort_order: sortOrder === 'ascending' ? 'asc' : 'desc',
         page_token: pageToken,
         page_size: 25,
         search_text: uiState.searchString,
-        sub_tab: selectedTab === 'autoCategorized'
-            ? expenseAutomationTransactionsViewState.selectedTransactionCategorizationCompletedSubTab
-            : DEFAULT_COMPLETED_SUB_TAB,
+        statuses,
+        count_only_statuses: countOnlyStatuses,
     };
+    // #region agent log
+    fetch('http://127.0.0.1:7755/ingest/4e987812-899d-4b9b-8ed6-a799cd019b33', { method: 'POST', headers: { 'Content-Type': 'application/json', 'X-Debug-Session-Id': 'f3bde0' }, body: JSON.stringify({ sessionId: 'f3bde0', hypothesisId: 'A/B/C', location: 'fetchTransactionCategorizationEpic.ts:84', message: 'fetchTransactionCategorizationEpic firing API', data: { selectedTab, incomingStatuses: statuses, incomingCountOnlyStatuses: countOnlyStatuses, refreshViewInBackground, keepExistingListItems, searchString: uiState.searchString, pageToken, start: toString(period.start), end: toString(period.end), statusesIsUndefined: statuses === undefined, stack: (new Error().stack || '').split('\n').slice(1, 10).join(' | ') }, timestamp: Date.now() }) }).catch(() => { });
+    // #endregion
+    // BETA TEST — Shubham dev namespace for transaction-categorization
+    // `statuses` / `count_only_statuses` rollout. Revert before merge by
+    // restoring `${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(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
+        .getJSON(`https://dev.api.zeni.ai/version/accounting/shubham/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
         .pipe(mergeMap((response) => {
         if (isSuccessResponse(response) && response.data != null) {
             const updateActions = [];
@@ -52,8 +59,11 @@ export const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) =>
             updateActions.push(updateParentTotalCountForTab({
                 selectedPeriod,
                 selectedTab,
-                parentTotalCount: response.data.parent_tab_total_count ??
-                    response.data.total_count,
+                // 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,
             }));
             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$.pipe(filter(fetchTransactionCategorizationView.match), mergeMap((action) => {
-    const { selectedTab, cacheOverride, keepExistingListItems, pageToken, period, refreshViewInBackground, searchString, resetListItems, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+    const { selectedTab, cacheOverride, keepExistingListItems, pageToken, period, refreshViewInBackground, searchString, resetListItems, isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses, } = action.payload;
     const updateActions = [];
     const { expenseAutomationTransactionsViewState } = state$.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));
+        updateActions.push(fetchTransactionCategorization(selectedTab, period, cacheOverride, keepExistingListItems, searchString, pageToken, refreshViewInBackground, resetListItems, isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses));
     }
     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, } = action.payload;
+    const { transactionsInReview, selectedTab, isUncategorizedExpenseCategoryEnabled, reviewStatuses: reviewStatusesFromAction, } = action.payload;
     const transactionsSuccess = transactionsInReview.transactions_update_success;
     const transactionsFailed = transactionsInReview.transactions_update_failed;
     const currentTenant = getCurrentTenant(state$.value);
@@ -105,9 +105,20 @@ export const markTransactionAsNotMiscategorizedEpic = (actions$, 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));
+                        false, isUncategorizedExpenseCategoryEnabled, reviewStatuses));
                     }
                 }
                 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$.pipe(filter(saveTransactionCategorization.match), mergeMap((action) => {
-    const { transactionIds, cotTrackingByTransactionId, selectedTab, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+    const { transactionIds, cotTrackingByTransactionId, selectedTab, isUncategorizedExpenseCategoryEnabled, reviewStatuses, } = action.payload;
     const fetchActions = [];
     const { transactionState, expenseAutomationTransactionsViewState } = state$.value;
     const transactionSaveUpdates = [];
@@ -19,6 +19,10 @@ export const saveTransactionCategorizationEpic = (actions$, state$) => actions$.
             transactionSaveUpdates.push(toTransactionUpdatesFromTransactionCategorizationLocalData(localData, transaction, uncategorizedIncomeExpense));
         }
     });
-    fetchActions.push(updateTransactionCategorization(selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled));
+    // 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));
     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$.pipe(filter(syncTransactionCategorizationFromDetailSave.match), mergeMap((action) => {
-    const { pendingReviewLineIds, transactionId, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+    const { pendingReviewLineIds, transactionId, isUncategorizedExpenseCategoryEnabled, reviewStatuses, } = action.payload;
     if (pendingReviewLineIds.length === 0) {
         return EMPTY;
     }
@@ -23,5 +23,5 @@ export const triggerReviewTabRefetchEpic = (actions$, state$) => actions$.pipe(f
     if (timePeriodStart == null || timePeriodEnd == null) {
         return EMPTY;
     }
-    return of(backgroundRefetchReviewTab({ start: timePeriodStart, end: timePeriodEnd }, isUncategorizedExpenseCategoryEnabled));
+    return of(backgroundRefetchReviewTab({ start: timePeriodStart, end: timePeriodEnd }, isUncategorizedExpenseCategoryEnabled, reviewStatuses));
 }));

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$.pipe(filter(updateTransactionCategorization.match), mergeMap((action) => {
-    const { selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+    const { selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled, reviewStatuses, } = action.payload;
     const { transactionState, vendorState, expenseAutomationTransactionsViewState, } = state$.value;
     const payloadArray = preparePayload(selectedTab, transactionState, vendorState, expenseAutomationTransactionsViewState, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId).filter((payload) => payload != null);
     return zeniAPI
@@ -24,7 +24,11 @@ export const updateTransactionCategorizationEpic = (actions$, state$, zeniAPI) =
         if (isSuccessResponse(response) && response.data != null) {
             const transactionsInReview = response.data;
             const actions = [];
-            actions.push(markTransactionAsNotMiscategorized(selectedTab, transactionsInReview, isUncategorizedExpenseCategoryEnabled), updateTransactionCategorizationSaveStatus(selectedTab, 'Completed', createZeniAPIStatus('Completed', 'Transaction categorization updated successfully')));
+            // 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')));
             return from(actions);
         }
         else {

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

@@ -18,20 +18,37 @@ const expenseAutomationView = createSlice({
             reducer() {
                 //do nothing
             },
-            prepare(cacheOverride = false, refreshViewInBackground = false, isUncategorizedExpenseCategoryEnabled = false) {
+            /**
+             * `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) {
                 return {
                     payload: {
                         cacheOverride,
                         refreshViewInBackground,
                         isUncategorizedExpenseCategoryEnabled,
+                        statuses,
+                        countOnlyStatuses,
                     },
                 };
             },
         },
         refreshExpenseAutomationCurrentTab: {
-            prepare(isUncategorizedExpenseCategoryEnabled) {
+            prepare(isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses) {
                 return {
-                    payload: { isUncategorizedExpenseCategoryEnabled },
+                    payload: {
+                        isUncategorizedExpenseCategoryEnabled,
+                        statuses,
+                        countOnlyStatuses,
+                    },
                 };
             },
             reducer() {

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

@@ -121,7 +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) {
+            pageToken, refreshViewInBackground = false, resetListItems = false, isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses) {
                 return {
                     payload: {
                         selectedTab,
@@ -133,6 +133,8 @@ const expenseAutomationTransactionsView = createSlice({
                         refreshViewInBackground,
                         resetListItems,
                         isUncategorizedExpenseCategoryEnabled,
+                        statuses,
+                        countOnlyStatuses,
                     },
                 };
             },
@@ -181,7 +183,7 @@ 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) {
+            pageToken, refreshViewInBackground = false, resetListItems, isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses) {
                 return {
                     payload: {
                         selectedTab,
@@ -193,6 +195,8 @@ const expenseAutomationTransactionsView = createSlice({
                         refreshViewInBackground,
                         resetListItems,
                         isUncategorizedExpenseCategoryEnabled,
+                        statuses,
+                        countOnlyStatuses,
                     },
                 };
             },
@@ -311,13 +315,25 @@ const expenseAutomationTransactionsView = createSlice({
             draft.transactionCategorizationView[selectedTab].filters = filters;
         },
         saveTransactionCategorization: {
-            prepare(selectedTab, transactionIds, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled) {
+            /**
+             * `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) {
                 return {
                     payload: {
                         selectedTab,
                         transactionIds,
                         cotTrackingByTransactionId,
                         isUncategorizedExpenseCategoryEnabled,
+                        reviewStatuses,
                     },
                 };
             },
@@ -391,9 +407,16 @@ const expenseAutomationTransactionsView = createSlice({
                     fetchState: 'In-Progress',
                 };
             },
-            prepare(selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled) {
+            /**
+             * `reviewStatuses` carries the Statsig-resolved Review-tab statuses
+             * forwarded from `saveTransactionCategorization`.
+             * `updateTransactionCategorizationEpic` threads them downstream into
+             * `markTransactionAsNotMiscategorized`.
+             */
+            prepare(selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled, reviewStatuses) {
                 return {
                     payload: {
+                        reviewStatuses,
                         selectedTab,
                         transactionIds,
                         transactionSaveUpdates,
@@ -858,12 +881,20 @@ const expenseAutomationTransactionsView = createSlice({
                     error: undefined,
                 };
             },
-            prepare(selectedTab, transactionsInReview, isUncategorizedExpenseCategoryEnabled) {
+            /**
+             * `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) {
                 return {
                     payload: {
                         selectedTab,
                         transactionsInReview,
                         isUncategorizedExpenseCategoryEnabled,
+                        reviewStatuses,
                     },
                 };
             },
@@ -921,10 +952,17 @@ const expenseAutomationTransactionsView = createSlice({
         },
         updateTotalCountForTransactionCategorization(draft, action) {
             const { selectedTab, selectedPeriod, totalCount } = action.payload;
-            draft.transactionCategorizationView[selectedTab].uiState.totalCount[toMonthYearPeriodId(selectedPeriod)] = totalCount;
+            const periodId = toMonthYearPeriodId(selectedPeriod);
+            draft.transactionCategorizationView[selectedTab].uiState.totalCount[periodId] = totalCount;
+            if (selectedTab === 'review') {
+                draft.parentTotalCountByTab.review[periodId] = totalCount;
+            }
         },
         updateParentTotalCountForTab(draft, action) {
             const { selectedTab, selectedPeriod, parentTotalCount } = action.payload;
+            if (parentTotalCount == null) {
+                return;
+            }
             draft.parentTotalCountByTab[selectedTab][toMonthYearPeriodId(selectedPeriod)] = parentTotalCount;
         },
         updateSelectedCheckboxTransactionIds(draft, action) {
@@ -973,7 +1011,7 @@ const expenseAutomationTransactionsView = createSlice({
             },
         },
         syncTransactionCategorizationFromDetailSave: {
-            prepare(transactionId, updatedTransaction, pendingReviewLineIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled) {
+            prepare(transactionId, updatedTransaction, pendingReviewLineIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled, reviewStatuses) {
                 return {
                     payload: {
                         transactionId,
@@ -981,6 +1019,7 @@ const expenseAutomationTransactionsView = createSlice({
                         pendingReviewLineIds,
                         uncategorizedIncomeExpense,
                         isUncategorizedExpenseCategoryEnabled,
+                        reviewStatuses,
                     },
                 };
             },
@@ -1026,11 +1065,12 @@ const expenseAutomationTransactionsView = createSlice({
             },
         },
         backgroundRefetchReviewTab: {
-            prepare(period, isUncategorizedExpenseCategoryEnabled) {
+            prepare(period, isUncategorizedExpenseCategoryEnabled, reviewStatuses) {
                 return {
                     payload: {
                         period,
                         isUncategorizedExpenseCategoryEnabled,
+                        reviewStatuses,
                     },
                 };
             },

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

@@ -186,10 +186,11 @@ export function getExpenseAutomationTransactionView(state) {
         review: monthYearPeriodId != null ? totalCountByReview[monthYearPeriodId] : 0,
         autoCategorized: monthYearPeriodId != null ? totalCountByAutoCat[monthYearPeriodId] : 0,
     };
-    // Parent-tab badge counts. Sourced from `parent_tab_total_count` in the
-    // listing response and used exclusively by the navbar / tab strip badges.
-    // Independent of which Completed sub-tab is active so the badge stays
-    // stable across sub-tab switches.
+    // 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.
     const parentTotalCountByTab = expenseAutomationTransactionsViewState.parentTotalCountByTab;
     const parentTabTotalCountByTab = {
         review: monthYearPeriodId != null