@zeniai/client-epic-state 4.19.42 → 4.19.43-betaAR1

package/lib/view/expenseAutomationView/expenseAutomationViewSelector.js

@@ -180,7 +180,7 @@ function getExpenseAutomationView(state) {
     ]);
     return {
         jeSchedules,
-        transactionView: expenseAutomationTransactionsView,
+        transactionView: expenseAutomationTransactionsView, //
         missingReceipts,
         reconciliation,
         currentSelectedViewFetchState,

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

@@ -13,6 +13,7 @@ import { ZeniAPIStatus } from '../../../responsePayload';
 import { UncategorizedAccounts } from '../../accountList/accountListSelector';
 import { UpdateTransactionCategorizationResponsePayload } from '../payload/transactionCategorizationPayload';
 import { SupportedTransactionCategorization, TransactionSaveUpdates, TransactionsTab, TransactionsTabViewState, TransactionsViewState, TransactionsViewUIState } from '../types/transactionsViewState';
+import { TransactionFilters } from '../../spendManagement/spendManagementFilterHelpers';
 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], {
@@ -28,7 +29,10 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
 }, "expenseAutomationTransactionsView/fetchTransactionCategorization", never, never>, updateTransactionCategorizationUIState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     selectedTab: TransactionsTab;
     uiState: Partial<TransactionsViewUIState>;
-}, "expenseAutomationTransactionsView/updateTransactionCategorizationUIState">, initializeTransactionCategorizationViewLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionIds: string[], selectedPeriod: MonthYearPeriod, keepExistingListItems: any, pageToken: PageToken, totalCount: number, lineItemsByTransactionIds: Record<string, string[]>, refreshViewInBackground?: any, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
+}, "expenseAutomationTransactionsView/updateTransactionCategorizationUIState">, updateTransactionFilters: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    filters: TransactionFilters;
+    selectedTab: TransactionsTab;
+}, "expenseAutomationTransactionsView/updateTransactionFilters">, initializeTransactionCategorizationViewLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionIds: string[], selectedPeriod: MonthYearPeriod, keepExistingListItems: any, pageToken: PageToken, totalCount: number, lineItemsByTransactionIds: Record<string, string[]>, refreshViewInBackground?: any, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
     selectedTab: "review" | "autoCategorized";
     transactionIds: string[];
     selectedPeriod: MonthYearPeriod;

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.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateCurrentSelectedTransactionCategorizationTab = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.initializeTransactionCategorizationViewLocalData = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorization = exports.initialState = exports.initialTransactionTabViewState = void 0;
+exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateCurrentSelectedTransactionCategorizationTab = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.initializeTransactionCategorizationViewLocalData = exports.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"));
@@ -34,6 +34,10 @@ exports.initialTransactionTabViewState = {
         totalCount: {},
         limit: 10,
     },
+    filters: {
+        categoryCombinationOperator: 'AND',
+        categories: [],
+    },
     fetchState: 'Not-Started',
     error: undefined,
     hasValidState() {
@@ -242,6 +246,12 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     uiState.totalCount;
             }
         },
+        updateTransactionFilters(draft, action) {
+            const { selectedTab, filters } = action.payload;
+            if (filters != null) {
+                draft.transactionCategorizationView[selectedTab].filters = filters;
+            }
+        },
         saveTransactionCategorization: {
             prepare(selectedTab, transactionIds, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled) {
                 return {
@@ -787,5 +797,5 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.updateTransactionCategorizationSaveStatus = _a.updateTransactionCategorizationSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = _a.updateStatusForTransactionNotMiscategorizedUpdateForCategorization, exports.updateSelectedVendorForTransaction = _a.updateSelectedVendorForTransaction, exports.updateSelectedCustomerForTransaction = _a.updateSelectedCustomerForTransaction, exports.setAllItemsToCategoryClassInLocalDataForCategorization = _a.setAllItemsToCategoryClassInLocalDataForCategorization, exports.updateTotalCountForTransactionCategorization = _a.updateTotalCountForTransactionCategorization, exports.fetchTransactionCategorizationSuccess = _a.fetchTransactionCategorizationSuccess, exports.resetOtherTabsFetchState = _a.resetOtherTabsFetchState, exports.fetchTransactionCategorizationView = _a.fetchTransactionCategorizationView, exports.updateSelectedCheckboxTransactionIds = _a.updateSelectedCheckboxTransactionIds, exports.clearExpenseAutomationTransactionsViewPerTabView = _a.clearExpenseAutomationTransactionsViewPerTabView, exports.clearExpenseAutomationTransactionsView = _a.clearExpenseAutomationTransactionsView, exports.setEntityRecommendationForLineIdsForCategorization = _a.setEntityRecommendationForLineIdsForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab;
+_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.updateTransactionCategorizationSaveStatus = _a.updateTransactionCategorizationSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = _a.updateStatusForTransactionNotMiscategorizedUpdateForCategorization, exports.updateSelectedVendorForTransaction = _a.updateSelectedVendorForTransaction, exports.updateSelectedCustomerForTransaction = _a.updateSelectedCustomerForTransaction, exports.setAllItemsToCategoryClassInLocalDataForCategorization = _a.setAllItemsToCategoryClassInLocalDataForCategorization, exports.updateTotalCountForTransactionCategorization = _a.updateTotalCountForTransactionCategorization, exports.fetchTransactionCategorizationSuccess = _a.fetchTransactionCategorizationSuccess, exports.resetOtherTabsFetchState = _a.resetOtherTabsFetchState, exports.fetchTransactionCategorizationView = _a.fetchTransactionCategorizationView, exports.updateSelectedCheckboxTransactionIds = _a.updateSelectedCheckboxTransactionIds, exports.clearExpenseAutomationTransactionsViewPerTabView = _a.clearExpenseAutomationTransactionsViewPerTabView, exports.clearExpenseAutomationTransactionsView = _a.clearExpenseAutomationTransactionsView, exports.setEntityRecommendationForLineIdsForCategorization = _a.setEntityRecommendationForLineIdsForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab;
 exports.default = expenseAutomationTransactionsView.reducer;

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

@@ -1,3 +1,6 @@
+import { TransactionWithCOT } from '../../../entity/transaction/stateTypes/transaction';
 import { RootState } from '../../../reducer';
-import { ExpenseAutomationTransactionViewSelector } from '../selectorTypes/transactionsViewSelectorTypes';
+import { TransactionView } from '../../spendManagement/spendManagementFilterHelpers';
+import { ExpenseAutomationTransactionViewSelector, TransactionReviewLocalDataSelectorView } from '../selectorTypes/transactionsViewSelectorTypes';
+export declare const toTransactionView: (transaction: TransactionWithCOT, transactionLocalData?: TransactionReviewLocalDataSelectorView) => TransactionView;
 export declare function getExpenseAutomationTransactionView(state: RootState): ExpenseAutomationTransactionViewSelector;

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

@@ -3,6 +3,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
     return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
+exports.toTransactionView = void 0;
 exports.getExpenseAutomationTransactionView = getExpenseAutomationTransactionView;
 const omit_1 = __importDefault(require("lodash/omit"));
 const reduceFetchState_1 = require("../../../commonStateTypes/reduceFetchState");
@@ -10,13 +11,33 @@ const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
 const transactionHelper_1 = require("../../../entity/transaction/transactionHelper");
 const transactionSelector_1 = require("../../../entity/transaction/transactionSelector");
+const spendManagementFilterHelpers_1 = require("../../spendManagement/spendManagementFilterHelpers");
 const accountListSelector_1 = require("../../accountList/accountListSelector");
 const classListSelector_1 = require("../../classList/classListSelector");
 const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
+const toTransactionView = (transaction, transactionLocalData) => {
+    return {
+        id: transaction.id,
+        date: transaction.date,
+        amount: transaction.amount,
+        vendorName: transaction.vendorName,
+        customerName: transaction.customerName,
+        vendorId: transaction.vendorId,
+        customerId: transaction.customerId,
+        description: transaction.description,
+        memo: transaction.memo,
+        type: transaction.type,
+        typeName: transaction.typeName,
+        createTime: transaction.createTime,
+        transaction: transaction,
+        transactionLocalData,
+    };
+};
+exports.toTransactionView = toTransactionView;
 function getExpenseAutomationTransactionView(state) {
     const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, transactionState, monthEndCloseChecksState, } = state;
     const { selectedTransactionCategorizationTab } = expenseAutomationTransactionsViewState;
-    const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, selectedTransactionId, selectedTransactionLineId, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
+    const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, selectedTransactionId, selectedTransactionLineId, filters, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
     const uncategorizedIncomeExpense = (0, accountListSelector_1.getUncategorizedAccounts)(accountState, accountListState, 'accountList');
     const accountList = (0, accountListSelector_1.getAccountList)(accountState, accountListState, 'accountList');
     const classList = (0, classListSelector_1.getClassList)(classState, classListState);
@@ -33,10 +54,42 @@ function getExpenseAutomationTransactionView(state) {
         ? transactionIdsBySelectedPeriod[monthYearPeriodId]
         : null;
     const transactionIds = transactionIdsForSelectedPeriod ?? [];
-    const transactionLocalData = transactionIds
-        .map((transactionId) => {
+    const transactions = (0, transactionSelector_1.getSupportedTransactionsByIds)(transactionState, transactionIds);
+    const transactionsWithCOT = transactions.map((transaction) => (0, transactionHelper_1.getTransactionWithCOT)(transaction));
+    const transactionLocalDataMap = new Map();
+    transactionIds.forEach((transactionId) => {
         const transactionData = transactionReviewLocalDataById[transactionId];
         if (transactionData != null) {
+            transactionLocalDataMap.set(transactionId, {
+                transactionId,
+                transactionReviewLocalData: transactionData.transactionReviewLocalData,
+            });
+        }
+    });
+    // Step 2: Convert to TransactionView and apply advanced filters
+    const transactionViews = transactionsWithCOT.map((transaction) => {
+        const localData = transactionLocalDataMap.get(transaction.id);
+        return (0, exports.toTransactionView)(transaction, localData);
+    });
+    // Apply advanced filters if they exist
+    const filteredTransactionViews = (0, spendManagementFilterHelpers_1.applyAdvancedFiltersOnList)('transaction_categorization', transactionViews, filters);
+    // Convert back to TransactionWithCOT for return
+    const filteredTransactionsWithCOT = filteredTransactionViews.map((view) => view.transaction);
+    // Get transactionLocalData for filtered transactions
+    // Also include transactionLocalData for transactions that don't exist in transactionState
+    // but have local data (to match original behavior)
+    const filteredTransactionIds = new Set(filteredTransactionViews.map((view) => view.id));
+    const filteredTransactionLocalData = transactionIds
+        .map((transactionId) => {
+        const transactionData = transactionReviewLocalDataById[transactionId];
+        if (transactionData == null) {
+            return null;
+        }
+        // Include if transaction is in filtered results, or if transaction doesn't exist in state
+        // (to maintain backward compatibility with tests)
+        const transactionExists = transactions.some((t) => t.id === transactionId);
+        if (filteredTransactionIds.has(transactionId) ||
+            !transactionExists) {
             return {
                 transactionId,
                 transactionReviewLocalData: transactionData.transactionReviewLocalData,
@@ -44,9 +97,7 @@ function getExpenseAutomationTransactionView(state) {
         }
         return null;
     })
-        .filter((transaction) => transaction != null);
-    const transactions = (0, transactionSelector_1.getSupportedTransactionsByIds)(transactionState, transactionIds);
-    const transactionsWithCOT = transactions.map((transaction) => (0, transactionHelper_1.getTransactionWithCOT)(transaction));
+        .filter((data) => data != null);
     const fetchStatus = (0, reduceFetchState_1.reduceAllFetchState)([
         accountList,
         classList,
@@ -83,7 +134,7 @@ function getExpenseAutomationTransactionView(state) {
         version: 0,
         fetchState: fetchStatus.fetchState,
         error: fetchStatus.error,
-        transactions: transactionsWithCOT,
+        transactions: filteredTransactionsWithCOT,
         selectedCheckBoxTransactionIds,
         transactionIdsWithUnsavedData,
         uncategorizedAccounts: uncategorizedIncomeExpense,
@@ -92,7 +143,7 @@ function getExpenseAutomationTransactionView(state) {
         classList: allClasses,
         accountsHierarchyList,
         classHierarchyList,
-        transactionLocalData,
+        transactionLocalData: filteredTransactionLocalData,
         uiState,
         refreshStatus,
         saveStatus,

package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts

@@ -14,6 +14,7 @@ import { TransactionCategory, TransactionType } from '../../../entity/transactio
 import { VendorBase } from '../../../entity/vendor/vendorState';
 import { ZeniDate } from '../../../zeniDayJS';
 import { EntityRecommendationKey } from '../../recommendation/recommendationState';
+import { TransactionFilters } from '../../spendManagement/spendManagementFilterHelpers';
 import { TransactionDetailKey } from '../../transactionDetail/transactionDetailState';
 export declare const toTransactionsSortKey: (v: string) => "date" | "amount" | "vendor" | "category" | "class" | "memo" | "transaction_type";
 export type TransactionsSortKey = ReturnType<typeof toTransactionsSortKey>;
@@ -89,6 +90,7 @@ export interface SupportedTransactionCategorization {
 }
 export declare const initialSupportedTransactionCategorization: SupportedTransactionCategorization;
 export interface TransactionsTabViewState extends FetchedState {
+    filters: TransactionFilters;
     markAsNotMiscategorizedStatus: FetchStateAndError;
     refreshStatus: FetchStateAndError;
     saveStatus: FetchStateAndError;

package/lib/view/onboardingView/customerView/epic/customerDetails/updateOnboardingCustomerViewDashboardLoadedEpic.d.ts

@@ -0,0 +1,8 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { updateCompanies } from '../../../../../entity/company/companyReducer';
+import { RootState } from '../../../../../reducer';
+import { ZeniAPI } from '../../../../../zeniAPI';
+import { updateOnboardingCustomerViewDashboardLoaded, updateOnboardingCustomerViewDashboardLoadedFailure, updateOnboardingCustomerViewDashboardLoadedSuccess } from '../../onboardingCustomerViewReducer';
+export type ActionType = ReturnType<typeof updateOnboardingCustomerViewDashboardLoaded> | ReturnType<typeof updateCompanies> | ReturnType<typeof updateOnboardingCustomerViewDashboardLoadedSuccess> | ReturnType<typeof updateOnboardingCustomerViewDashboardLoadedFailure>;
+export declare const updateOnboardingCustomerViewDashboardLoadedEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/onboardingView/customerView/epic/customerDetails/updateOnboardingCustomerViewDashboardLoadedEpic.js

@@ -0,0 +1,32 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.updateOnboardingCustomerViewDashboardLoadedEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const companyReducer_1 = require("../../../../../entity/company/companyReducer");
+const responsePayload_1 = require("../../../../../responsePayload");
+const onboardingCustomerViewReducer_1 = require("../../onboardingCustomerViewReducer");
+const updateOnboardingCustomerViewDashboardLoadedEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(onboardingCustomerViewReducer_1.updateOnboardingCustomerViewDashboardLoaded.match), (0, operators_1.mergeMap)((action) => {
+    const { companyId } = action.payload;
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, { is_dashboard_loaded: true })
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessStatus)(response)) {
+            const actionsToDispatch = [
+                (0, onboardingCustomerViewReducer_1.updateOnboardingCustomerViewDashboardLoadedSuccess)(),
+            ];
+            if (response.data?.companies != null) {
+                actionsToDispatch.unshift((0, companyReducer_1.updateCompanies)({
+                    payload: response.data.companies,
+                    schema: {},
+                }));
+            }
+            return (0, rxjs_1.from)(actionsToDispatch);
+        }
+        else {
+            return (0, rxjs_1.of)((0, onboardingCustomerViewReducer_1.updateOnboardingCustomerViewDashboardLoadedFailure)(response.status));
+        }
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, onboardingCustomerViewReducer_1.updateOnboardingCustomerViewDashboardLoadedFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Update - Onboarding Customer View Dashboard Loaded errored out' +
+        JSON.stringify(error))))));
+}));
+exports.updateOnboardingCustomerViewDashboardLoadedEpic = updateOnboardingCustomerViewDashboardLoadedEpic;

package/lib/view/onboardingView/customerView/onboardingCustomerViewReducer.d.ts

@@ -16,7 +16,9 @@ export declare const fetchOnboardingCustomerView: import("@reduxjs/toolkit").Act
     companyId: string;
     checkOnboardingComplete: boolean;
     productSuitePage: boolean;
-}, "onboardingCustomerView/updateOnboardingCustomerViewCompleteStatus", never, never>, updateOnboardingCustomerViewCompleteStatusSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/updateOnboardingCustomerViewCompleteStatusSuccess">, updateOnboardingCustomerViewCompleteStatusFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[error: ZeniAPIStatus<Record<string, unknown>>], ZeniAPIStatus<Record<string, unknown>>, "onboardingCustomerView/updateOnboardingCustomerViewCompleteStatusFailure", never, never>, updateOnboardingCustomerView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, sendForVerification: boolean, reCalculateCurrentStep?: boolean | undefined, isBillingAddressUpdate?: boolean | undefined, officerType?: "Officer_1" | "Officer_3" | "Officer_2" | "Officer_4" | "Officer_5" | "Officer_6" | "Officer_7" | "Officer_8" | "Officer_9" | "Officer_10" | undefined], {
+}, "onboardingCustomerView/updateOnboardingCustomerViewCompleteStatus", never, never>, updateOnboardingCustomerViewCompleteStatusSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/updateOnboardingCustomerViewCompleteStatusSuccess">, updateOnboardingCustomerViewCompleteStatusFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[error: ZeniAPIStatus<Record<string, unknown>>], ZeniAPIStatus<Record<string, unknown>>, "onboardingCustomerView/updateOnboardingCustomerViewCompleteStatusFailure", never, never>, updateOnboardingCustomerViewDashboardLoaded: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string], {
+    companyId: string;
+}, "onboardingCustomerView/updateOnboardingCustomerViewDashboardLoaded", never, never>, updateOnboardingCustomerViewDashboardLoadedSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/updateOnboardingCustomerViewDashboardLoadedSuccess">, updateOnboardingCustomerViewDashboardLoadedFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[error: ZeniAPIStatus<Record<string, unknown>>], ZeniAPIStatus<Record<string, unknown>>, "onboardingCustomerView/updateOnboardingCustomerViewDashboardLoadedFailure", never, never>, updateOnboardingCustomerView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, sendForVerification: boolean, reCalculateCurrentStep?: boolean | undefined, isBillingAddressUpdate?: boolean | undefined, officerType?: "Officer_1" | "Officer_3" | "Officer_2" | "Officer_4" | "Officer_5" | "Officer_6" | "Officer_7" | "Officer_8" | "Officer_9" | "Officer_10" | undefined], {
     companyId: string;
     sendForVerification: boolean;
     reCalculateCurrentStep: boolean | undefined;

package/lib/view/onboardingView/customerView/onboardingCustomerViewReducer.js

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.clearOnboardingCustomerView = exports.clearOnboardingCustomerViewDataInLocalStore = exports.verifyOnboardingOfficerOtpFailure = exports.verifyOnboardingOfficerOtpSuccess = exports.verifyOnboardingOfficerOtp = exports.resendOnboardingOfficerOtp = exports.sendOnboardingOfficerOtpFailure = exports.sendOnboardingOfficerOtpSuccess = exports.sendOnboardingOfficerOtp = exports.updateOnboardingCustomerViewUIState = exports.saveOnboardingCompnayOfficerPhoneInLocalStore = exports.saveOnboardingCustomerViewDataInLocalStore = exports.updateOnboardingCustomerViewLocalStoreData = exports.updateOnboardingCustomerViewAccountDetails = exports.updateCurrentStep = exports.getOnboardingPlaidLinkTokenFailure = exports.getOnboardingPlaidLinkTokenSuccess = exports.getOnboardingPlaidLinkToken = exports.establishOnboardingPlaidConnectionFailure = exports.establishOnboardingPlaidConnectionSuccess = exports.establishOnboardingPlaidConnection = exports.updateOnboardingPaymentAccountLoginStatusFailure = exports.updateOnboardingPaymentAccountLoginStatusSuccess = exports.updateOnboardingPaymentAccountLoginStatus = exports.updateOnboardingPaymentAccountStatusFailure = exports.updateOnboardingPaymentAccountStatusSuccess = exports.updateOnboardingPaymentAccountStatus = exports.updateOnboardingCustomerViewFailure = exports.updateOnboardingCustomerViewSuccess = exports.updateOnboardingCustomerView = exports.updateOnboardingCustomerViewCompleteStatusFailure = exports.updateOnboardingCustomerViewCompleteStatusSuccess = exports.updateOnboardingCustomerViewCompleteStatus = exports.fetchOnboardingCustomerSetupViewFailure = exports.fetchOnboardingCustomerSetupViewSuccess = exports.fetchOnboardingCustomerSetupView = exports.fetchOnboardingCustomerView = exports.initialState = void 0;
+exports.clearOnboardingCustomerView = exports.clearOnboardingCustomerViewDataInLocalStore = exports.verifyOnboardingOfficerOtpFailure = exports.verifyOnboardingOfficerOtpSuccess = exports.verifyOnboardingOfficerOtp = exports.resendOnboardingOfficerOtp = exports.sendOnboardingOfficerOtpFailure = exports.sendOnboardingOfficerOtpSuccess = exports.sendOnboardingOfficerOtp = exports.updateOnboardingCustomerViewUIState = exports.saveOnboardingCompnayOfficerPhoneInLocalStore = exports.saveOnboardingCustomerViewDataInLocalStore = exports.updateOnboardingCustomerViewLocalStoreData = exports.updateOnboardingCustomerViewAccountDetails = exports.updateCurrentStep = exports.getOnboardingPlaidLinkTokenFailure = exports.getOnboardingPlaidLinkTokenSuccess = exports.getOnboardingPlaidLinkToken = exports.establishOnboardingPlaidConnectionFailure = exports.establishOnboardingPlaidConnectionSuccess = exports.establishOnboardingPlaidConnection = exports.updateOnboardingPaymentAccountLoginStatusFailure = exports.updateOnboardingPaymentAccountLoginStatusSuccess = exports.updateOnboardingPaymentAccountLoginStatus = exports.updateOnboardingPaymentAccountStatusFailure = exports.updateOnboardingPaymentAccountStatusSuccess = exports.updateOnboardingPaymentAccountStatus = exports.updateOnboardingCustomerViewFailure = exports.updateOnboardingCustomerViewSuccess = exports.updateOnboardingCustomerView = exports.updateOnboardingCustomerViewDashboardLoadedFailure = exports.updateOnboardingCustomerViewDashboardLoadedSuccess = exports.updateOnboardingCustomerViewDashboardLoaded = exports.updateOnboardingCustomerViewCompleteStatusFailure = exports.updateOnboardingCustomerViewCompleteStatusSuccess = exports.updateOnboardingCustomerViewCompleteStatus = exports.fetchOnboardingCustomerSetupViewFailure = exports.fetchOnboardingCustomerSetupViewSuccess = exports.fetchOnboardingCustomerSetupView = exports.fetchOnboardingCustomerView = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const zeniDayJS_1 = require("../../../zeniDayJS");
 const initialStatus = {
@@ -11,6 +11,7 @@ const initialStatus = {
 exports.initialState = {
     updateStatus: initialStatus,
     saveStatus: initialStatus,
+    dashboardLoadedStatus: initialStatus,
     currentStep: 'link_payment_account',
     companyDetails: {
         localData: undefined,
@@ -183,6 +184,35 @@ const onboardingCustomerView = (0, toolkit_1.createSlice)({
                 };
             },
         },
+        updateOnboardingCustomerViewDashboardLoaded: {
+            reducer(draft) {
+                draft.dashboardLoadedStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(companyId) {
+                return {
+                    payload: { companyId },
+                };
+            },
+        },
+        updateOnboardingCustomerViewDashboardLoadedSuccess(draft) {
+            draft.dashboardLoadedStatus = { fetchState: 'Completed', error: undefined };
+        },
+        updateOnboardingCustomerViewDashboardLoadedFailure: {
+            reducer(draft, action) {
+                draft.dashboardLoadedStatus = {
+                    fetchState: 'Error',
+                    error: action.payload,
+                };
+            },
+            prepare(error) {
+                return {
+                    payload: error,
+                };
+            },
+        },
         updateOnboardingPaymentAccountStatus: {
             reducer(draft, action) {
                 const { linkTokenType } = action.payload;
@@ -568,5 +598,5 @@ const onboardingCustomerView = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = onboardingCustomerView.actions, exports.fetchOnboardingCustomerView = _a.fetchOnboardingCustomerView, exports.fetchOnboardingCustomerSetupView = _a.fetchOnboardingCustomerSetupView, exports.fetchOnboardingCustomerSetupViewSuccess = _a.fetchOnboardingCustomerSetupViewSuccess, exports.fetchOnboardingCustomerSetupViewFailure = _a.fetchOnboardingCustomerSetupViewFailure, exports.updateOnboardingCustomerViewCompleteStatus = _a.updateOnboardingCustomerViewCompleteStatus, exports.updateOnboardingCustomerViewCompleteStatusSuccess = _a.updateOnboardingCustomerViewCompleteStatusSuccess, exports.updateOnboardingCustomerViewCompleteStatusFailure = _a.updateOnboardingCustomerViewCompleteStatusFailure, exports.updateOnboardingCustomerView = _a.updateOnboardingCustomerView, exports.updateOnboardingCustomerViewSuccess = _a.updateOnboardingCustomerViewSuccess, exports.updateOnboardingCustomerViewFailure = _a.updateOnboardingCustomerViewFailure, exports.updateOnboardingPaymentAccountStatus = _a.updateOnboardingPaymentAccountStatus, exports.updateOnboardingPaymentAccountStatusSuccess = _a.updateOnboardingPaymentAccountStatusSuccess, exports.updateOnboardingPaymentAccountStatusFailure = _a.updateOnboardingPaymentAccountStatusFailure, exports.updateOnboardingPaymentAccountLoginStatus = _a.updateOnboardingPaymentAccountLoginStatus, exports.updateOnboardingPaymentAccountLoginStatusSuccess = _a.updateOnboardingPaymentAccountLoginStatusSuccess, exports.updateOnboardingPaymentAccountLoginStatusFailure = _a.updateOnboardingPaymentAccountLoginStatusFailure, exports.establishOnboardingPlaidConnection = _a.establishOnboardingPlaidConnection, exports.establishOnboardingPlaidConnectionSuccess = _a.establishOnboardingPlaidConnectionSuccess, exports.establishOnboardingPlaidConnectionFailure = _a.establishOnboardingPlaidConnectionFailure, exports.getOnboardingPlaidLinkToken = _a.getOnboardingPlaidLinkToken, exports.getOnboardingPlaidLinkTokenSuccess = _a.getOnboardingPlaidLinkTokenSuccess, exports.getOnboardingPlaidLinkTokenFailure = _a.getOnboardingPlaidLinkTokenFailure, exports.updateCurrentStep = _a.updateCurrentStep, exports.updateOnboardingCustomerViewAccountDetails = _a.updateOnboardingCustomerViewAccountDetails, exports.updateOnboardingCustomerViewLocalStoreData = _a.updateOnboardingCustomerViewLocalStoreData, exports.saveOnboardingCustomerViewDataInLocalStore = _a.saveOnboardingCustomerViewDataInLocalStore, exports.saveOnboardingCompnayOfficerPhoneInLocalStore = _a.saveOnboardingCompnayOfficerPhoneInLocalStore, exports.updateOnboardingCustomerViewUIState = _a.updateOnboardingCustomerViewUIState, exports.sendOnboardingOfficerOtp = _a.sendOnboardingOfficerOtp, exports.sendOnboardingOfficerOtpSuccess = _a.sendOnboardingOfficerOtpSuccess, exports.sendOnboardingOfficerOtpFailure = _a.sendOnboardingOfficerOtpFailure, exports.resendOnboardingOfficerOtp = _a.resendOnboardingOfficerOtp, exports.verifyOnboardingOfficerOtp = _a.verifyOnboardingOfficerOtp, exports.verifyOnboardingOfficerOtpSuccess = _a.verifyOnboardingOfficerOtpSuccess, exports.verifyOnboardingOfficerOtpFailure = _a.verifyOnboardingOfficerOtpFailure, exports.clearOnboardingCustomerViewDataInLocalStore = _a.clearOnboardingCustomerViewDataInLocalStore, exports.clearOnboardingCustomerView = _a.clearOnboardingCustomerView;
+_a = onboardingCustomerView.actions, exports.fetchOnboardingCustomerView = _a.fetchOnboardingCustomerView, exports.fetchOnboardingCustomerSetupView = _a.fetchOnboardingCustomerSetupView, exports.fetchOnboardingCustomerSetupViewSuccess = _a.fetchOnboardingCustomerSetupViewSuccess, exports.fetchOnboardingCustomerSetupViewFailure = _a.fetchOnboardingCustomerSetupViewFailure, exports.updateOnboardingCustomerViewCompleteStatus = _a.updateOnboardingCustomerViewCompleteStatus, exports.updateOnboardingCustomerViewCompleteStatusSuccess = _a.updateOnboardingCustomerViewCompleteStatusSuccess, exports.updateOnboardingCustomerViewCompleteStatusFailure = _a.updateOnboardingCustomerViewCompleteStatusFailure, exports.updateOnboardingCustomerViewDashboardLoaded = _a.updateOnboardingCustomerViewDashboardLoaded, exports.updateOnboardingCustomerViewDashboardLoadedSuccess = _a.updateOnboardingCustomerViewDashboardLoadedSuccess, exports.updateOnboardingCustomerViewDashboardLoadedFailure = _a.updateOnboardingCustomerViewDashboardLoadedFailure, exports.updateOnboardingCustomerView = _a.updateOnboardingCustomerView, exports.updateOnboardingCustomerViewSuccess = _a.updateOnboardingCustomerViewSuccess, exports.updateOnboardingCustomerViewFailure = _a.updateOnboardingCustomerViewFailure, exports.updateOnboardingPaymentAccountStatus = _a.updateOnboardingPaymentAccountStatus, exports.updateOnboardingPaymentAccountStatusSuccess = _a.updateOnboardingPaymentAccountStatusSuccess, exports.updateOnboardingPaymentAccountStatusFailure = _a.updateOnboardingPaymentAccountStatusFailure, exports.updateOnboardingPaymentAccountLoginStatus = _a.updateOnboardingPaymentAccountLoginStatus, exports.updateOnboardingPaymentAccountLoginStatusSuccess = _a.updateOnboardingPaymentAccountLoginStatusSuccess, exports.updateOnboardingPaymentAccountLoginStatusFailure = _a.updateOnboardingPaymentAccountLoginStatusFailure, exports.establishOnboardingPlaidConnection = _a.establishOnboardingPlaidConnection, exports.establishOnboardingPlaidConnectionSuccess = _a.establishOnboardingPlaidConnectionSuccess, exports.establishOnboardingPlaidConnectionFailure = _a.establishOnboardingPlaidConnectionFailure, exports.getOnboardingPlaidLinkToken = _a.getOnboardingPlaidLinkToken, exports.getOnboardingPlaidLinkTokenSuccess = _a.getOnboardingPlaidLinkTokenSuccess, exports.getOnboardingPlaidLinkTokenFailure = _a.getOnboardingPlaidLinkTokenFailure, exports.updateCurrentStep = _a.updateCurrentStep, exports.updateOnboardingCustomerViewAccountDetails = _a.updateOnboardingCustomerViewAccountDetails, exports.updateOnboardingCustomerViewLocalStoreData = _a.updateOnboardingCustomerViewLocalStoreData, exports.saveOnboardingCustomerViewDataInLocalStore = _a.saveOnboardingCustomerViewDataInLocalStore, exports.saveOnboardingCompnayOfficerPhoneInLocalStore = _a.saveOnboardingCompnayOfficerPhoneInLocalStore, exports.updateOnboardingCustomerViewUIState = _a.updateOnboardingCustomerViewUIState, exports.sendOnboardingOfficerOtp = _a.sendOnboardingOfficerOtp, exports.sendOnboardingOfficerOtpSuccess = _a.sendOnboardingOfficerOtpSuccess, exports.sendOnboardingOfficerOtpFailure = _a.sendOnboardingOfficerOtpFailure, exports.resendOnboardingOfficerOtp = _a.resendOnboardingOfficerOtp, exports.verifyOnboardingOfficerOtp = _a.verifyOnboardingOfficerOtp, exports.verifyOnboardingOfficerOtpSuccess = _a.verifyOnboardingOfficerOtpSuccess, exports.verifyOnboardingOfficerOtpFailure = _a.verifyOnboardingOfficerOtpFailure, exports.clearOnboardingCustomerViewDataInLocalStore = _a.clearOnboardingCustomerViewDataInLocalStore, exports.clearOnboardingCustomerView = _a.clearOnboardingCustomerView;
 exports.default = onboardingCustomerView.reducer;

package/lib/view/onboardingView/customerView/onboardingCustomerViewState.d.ts

@@ -30,6 +30,7 @@ export interface OnboardingCustomerViewState extends FetchedState {
         localData?: CompanyOfficerLocalData;
     }>;
     currentStep: OnboardingStep;
+    dashboardLoadedStatus: FetchStateAndError;
     paymentAccountDetails: {
         fetchStatus: FetchStateAndError;
         paymentAccountIds: ID[];

package/lib/view/spendManagement/spendManagementFilterHelpers.d.ts

@@ -1,15 +1,20 @@
+import { Amount } from '../../commonStateTypes/amount';
+import { ID } from '../../commonStateTypes/common';
 import { TimePeriod } from '../../commonStateTypes/timePeriod';
 import { UserRoleType } from '../../entity/userRole/userRoleType';
 import { RootState } from '../../reducer';
 import { ZeniDate } from '../../zeniDayJS';
 import { TaskListFilterCategoryField, TaskListFilters } from '../taskManager/taskListView/taskList';
 import { TaskWithUserDetails } from '../taskManager/taskListView/taskListSelector';
+import { SupportedTransactionWithCOT } from '../../entity/transaction/transactionState';
+import { TransactionType } from '../../entity/transaction/stateTypes/transactionType';
+import { TransactionReviewLocalDataSelectorView } from '../expenseAutomationView/selectorTypes/transactionsViewSelectorTypes';
 import { BillTransactionView } from './billPay/billList/billListSelector';
 import { BillListViewFilterCategoryField, BillPayFilters } from './billPay/billList/billListState';
 import { ReimbursementView } from './reimbursement/remiListView/remiListSelector';
 import { ReimbursementFilters, RemiListViewFilterCategoryField } from './reimbursement/remiListView/remiListState';
-export type SpendManagementFiltersType = BillPayFilters | ReimbursementFilters | TaskListFilters;
-export type SpendManagementFilterEntityType = 'bill_pay' | 'reimbursement' | 'task_management';
+export type SpendManagementFiltersType = BillPayFilters | ReimbursementFilters | TaskListFilters | TransactionFilters;
+export type SpendManagementFilterEntityType = 'bill_pay' | 'reimbursement' | 'task_management' | 'transaction_categorization';
 export type FilterCategoryType = 'searchAutocomplete' | 'user' | 'dateRange' | 'numberRange' | 'dropdown';
 export interface MatchingOperatorDropdownOption {
     label: 'is' | 'is not';
@@ -31,9 +36,43 @@ export interface TaskFilterCategoryDropdownOption {
     multiple?: boolean;
     type?: FilterCategoryType;
 }
-export type SpendManagementFilterCategoryDropdownOption = BillPayFilterCategoryDropdownOption | ReimbursementFilterCategoryDropdownOption | TaskFilterCategoryDropdownOption;
+export type SpendManagementFilterCategoryDropdownOption = BillPayFilterCategoryDropdownOption | ReimbursementFilterCategoryDropdownOption | TaskFilterCategoryDropdownOption | TransactionFilterCategoryDropdownOption;
+export interface TransactionFilterCategoryDropdownOption {
+    value: TransactionFilterCategoryField;
+    multiple?: boolean;
+    type?: FilterCategoryType;
+}
+export type TransactionFilterEntityType = 'transaction_categorization' | 'customer' | 'vendor' | 'merchant';
+export type TransactionFilterCategoryField = 'payment_account_name' | 'payment_account_type' | 'payee' | 'category' | 'class' | 'amount';
+export declare const TRANSACTION_FILTER_CATEGORIES: TransactionFilterCategoryDropdownOption[];
+export interface TransactionFilters {
+    categories: TransactionFilterCategory[];
+    categoryCombinationOperator: CategoryCombinationOperator;
+}
+export interface TransactionFilterCategory {
+    field: TransactionFilterCategoryField;
+    matchingOperator: 'equal' | 'not-equal';
+    values: (string | ZeniDate)[];
+    valuesCombinationOperator: 'ANY';
+}
+export interface TransactionView {
+    amount: Amount;
+    createTime: ZeniDate;
+    date: ZeniDate;
+    description: string;
+    id: ID;
+    memo: string;
+    transaction: SupportedTransactionWithCOT;
+    type: TransactionType;
+    customerId?: ID;
+    customerName?: string;
+    transactionLocalData?: TransactionReviewLocalDataSelectorView;
+    typeName?: string;
+    vendorId?: ID;
+    vendorName?: string;
+}
 export type FilterCategoryValueType = string | number | ZeniDate;
-export declare const applyAdvancedFiltersOnList: (entity: SpendManagementFilterEntityType, allItems: BillTransactionView[] | ReimbursementView[] | TaskWithUserDetails[], filters?: BillPayFilters | ReimbursementFilters | TaskListFilters, filteredItems?: (BillTransactionView | ReimbursementView | TaskWithUserDetails)[], index?: number) => (BillTransactionView | ReimbursementView | TaskWithUserDetails)[];
+export declare const applyAdvancedFiltersOnList: (entity: SpendManagementFilterEntityType, allItems: BillTransactionView[] | ReimbursementView[] | TaskWithUserDetails[] | TransactionView[], filters?: BillPayFilters | ReimbursementFilters | TaskListFilters | TransactionFilters, filteredItems?: (BillTransactionView | ReimbursementView | TaskWithUserDetails | TransactionView)[], index?: number) => (BillTransactionView | ReimbursementView | TaskWithUserDetails | TransactionView)[];
 export declare const isBillListDownloadable: (state: RootState, currentTimePeriod: TimePeriod) => boolean;
 export declare const isRemiListDownloadable: (state: RootState, currentTimePeriod: TimePeriod) => boolean;
 export declare const hideCreatedByFilter: (userRole: UserRoleType[]) => boolean;

package/lib/view/spendManagement/spendManagementFilterHelpers.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.hideCreatedByFilter = exports.isRemiListDownloadable = exports.isBillListDownloadable = exports.applyAdvancedFiltersOnList = void 0;
+exports.hideCreatedByFilter = exports.isRemiListDownloadable = exports.isBillListDownloadable = exports.applyAdvancedFiltersOnList = exports.TRANSACTION_FILTER_CATEGORIES = void 0;
 const get_1 = __importDefault(require("lodash/get"));
 const userSelector_1 = require("../../entity/user/userSelector");
 const userRoleType_1 = require("../../entity/userRole/userRoleType");
@@ -13,6 +13,14 @@ const billListState_1 = require("./billPay/billList/billListState");
 const helpers_1 = require("./helpers");
 const remiListSelector_1 = require("./reimbursement/remiListView/remiListSelector");
 const remiListState_1 = require("./reimbursement/remiListView/remiListState");
+exports.TRANSACTION_FILTER_CATEGORIES = [
+    { value: 'payment_account_name', type: 'searchAutocomplete' },
+    { value: 'payment_account_type', type: 'dropdown' },
+    { value: 'payee', type: 'searchAutocomplete' },
+    { value: 'category', type: 'dropdown' },
+    { value: 'class', type: 'dropdown' },
+    { value: 'amount', type: 'numberRange' },
+];
 //filters items against filter values representing a range. ex: date (from-to), amount(1k<-->5k)
 const filterItemOnRangeCategoryType = (valueForItem, currentFilter) => {
     let doesItemFallInValueRange = false;
@@ -110,7 +118,11 @@ const applyAdvancedFiltersOnList = (entity, allItems, filters, filteredItems = [
             ? getCategoryValueForBill(key, item)
             : entity === 'reimbursement'
                 ? getCategoryValueForReimbursement(key, item)
-                : getCategoryValueForTaskList(key, item);
+                : entity === 'task_management'
+                    ? getCategoryValueForTaskList(key, item)
+                    : entity === 'transaction_categorization'
+                        ? getCategoryValueForTransaction(key, item)
+                        : undefined;
         if (categoryValue == null) {
             if (currentFilter.matchingOperator === 'not-equal') {
                 return true;
@@ -231,6 +243,130 @@ const getCategoryValueForReimbursement = (key, reimbursement) => {
             return undefined;
     }
 };
+const getCategoryValueForTransaction = (key, transaction) => {
+    switch (key) {
+        case 'amount': {
+            // Get from transactionLocalData line items (preferred) - sum all line item amounts
+            const localDataForAmount = transaction.transactionLocalData?.transactionReviewLocalData;
+            if (localDataForAmount?.lineItemById) {
+                const lineItems = Object.values(localDataForAmount.lineItemById);
+                if (lineItems.length > 0) {
+                    // Sum all line item amounts
+                    const totalAmount = lineItems.reduce((sum, lineItem) => sum + (lineItem.amount?.amount ?? 0), 0);
+                    return totalAmount;
+                }
+            }
+            // Fallback to transaction-level amount or sum from transaction lines
+            if (transaction.transaction.lines && transaction.transaction.lines.length > 0) {
+                const totalAmount = transaction.transaction.lines.reduce((sum, line) => sum + (line.amount?.amount ?? 0), 0);
+                return totalAmount;
+            }
+            // Final fallback to transaction amount
+            return transaction.amount.amount;
+        }
+        case 'payee': {
+            // Priority: vendorName > customerName > from transactionLocalData
+            if (transaction.vendorName) {
+                return transaction.vendorName;
+            }
+            if (transaction.customerName) {
+                return transaction.customerName;
+            }
+            // Check transactionLocalData for vendor/customer
+            const localData = transaction.transactionLocalData?.transactionReviewLocalData;
+            if (localData?.vendor?.name) {
+                return localData.vendor.name;
+            }
+            if (localData?.customer?.name) {
+                return localData.customer.name;
+            }
+            return undefined;
+        }
+        case 'payment_account_name': {
+            // Get from transaction.account or from lines
+            if (transaction.transaction.account?.accountName) {
+                return transaction.transaction.account.accountName;
+            }
+            // Get from first line's account
+            const firstLine = transaction.transaction.lines?.[0];
+            if (firstLine?.type === 'transaction_with_account_and_class_line' ||
+                firstLine?.type === 'transaction_with_product_or_service_line' ||
+                firstLine?.type === 'journal_entry_transaction_line') {
+                const accountLine = firstLine;
+                return accountLine.account?.accountName;
+            }
+            return undefined;
+        }
+        case 'payment_account_type': {
+            // Similar to payment_account_name but for type
+            if (transaction.transaction.account?.accountType) {
+                return transaction.transaction.account.accountType;
+            }
+            const firstLineForType = transaction.transaction.lines?.[0];
+            if (firstLineForType?.type === 'transaction_with_account_and_class_line' ||
+                firstLineForType?.type === 'transaction_with_product_or_service_line' ||
+                firstLineForType?.type === 'journal_entry_transaction_line') {
+                const accountLineForType = firstLineForType;
+                return accountLineForType.account?.accountType;
+            }
+            return undefined;
+        }
+        case 'category': {
+            // Get from transactionLocalData (preferred) or from transaction lines
+            const localDataForCategory = transaction.transactionLocalData?.transactionReviewLocalData;
+            if (localDataForCategory) {
+                // Get category from first line item or most common
+                const firstLineItem = Object.values(localDataForCategory.lineItemById)[0];
+                if (firstLineItem?.account?.accountId) {
+                    return firstLineItem.account.accountId;
+                }
+                if (firstLineItem?.account?.qboId) {
+                    return firstLineItem.account.qboId;
+                }
+                if (firstLineItem?.account?.accountName) {
+                    return firstLineItem.account.accountName;
+                }
+            }
+            // Fallback to transaction lines
+            const firstLineForCategory = transaction.transaction.lines?.[0];
+            if (firstLineForCategory?.type === 'transaction_with_account_and_class_line' ||
+                firstLineForCategory?.type === 'transaction_with_product_or_service_line' ||
+                firstLineForCategory?.type === 'journal_entry_transaction_line') {
+                const account = firstLineForCategory
+                    .account;
+                return account?.accountId ?? account?.qboId ?? account?.accountName;
+            }
+            return undefined;
+        }
+        case 'class': {
+            // Similar to category but for class
+            const localDataForClass = transaction.transactionLocalData?.transactionReviewLocalData;
+            if (localDataForClass) {
+                const firstLineItemForClass = Object.values(localDataForClass.lineItemById)[0];
+                if (firstLineItemForClass?.class?.classId) {
+                    return firstLineItemForClass.class.classId;
+                }
+                if (firstLineItemForClass?.class?.qboId) {
+                    return firstLineItemForClass.class.qboId;
+                }
+                if (firstLineItemForClass?.class?.className) {
+                    return firstLineItemForClass.class.className;
+                }
+            }
+            const firstLineForClass = transaction.transaction.lines?.[0];
+            if (firstLineForClass?.type === 'transaction_with_account_and_class_line' ||
+                firstLineForClass?.type === 'transaction_with_product_or_service_line' ||
+                firstLineForClass?.type === 'journal_entry_transaction_line') {
+                const classData = firstLineForClass
+                    .class;
+                return classData?.classId ?? classData?.qboId ?? classData?.className;
+            }
+            return undefined;
+        }
+        default:
+            return undefined;
+    }
+};
 const isBillListDownloadable = (state, currentTimePeriod) => {
     const { billListState, billTransactionState, entityApprovalStatusState, userState, } = state;
     const keys = billListState_1.ALL_BILL_TABS.filter((tab) => tab !== 'draft').map((tab) => (0, billListState_1.getBillListKey)(currentTimePeriod, tab));

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "4.19.42",
+  "version": "4.19.43-betaAR1",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",
@@ -113,6 +113,7 @@
     "circular-dependency": "npx madge --circular --extensions ts ./src",
     "build": "concurrently --kill-others-on-fail --handle-input \"echo 'Running ESLint...' && eslint . --ext .js,.jsx,.ts,.tsx\" \"echo 'TypeScript build in progress...' && time tsc && echo 'ESM build...' && tsc -p tsconfig.esm.json\" \"echo 'Running tests and typecheck...' && pnpm test\" && rimraf \"lib/**/__mocks__\" \"lib/**/__testHelpers__\"",
     "only-build": "eslint . --ext .js,.jsx,.ts,.tsx && time tsc && tsc -p tsconfig.esm.json && rimraf \"lib/**/__mocks__\" \"lib/**/__testHelpers__\"",
+    "only-build-dev": "eslint . --ext .js,.jsx,.ts,.tsx && time tsc -p tsconfig.dev.json && tsc -p tsconfig.esm.dev.json && rimraf \"lib/**/__mocks__\" \"lib/**/__testHelpers__\"",
     "format": "prettier --write --ignore-unknown \"src/**/*\" && pnpm lint",
     "format-watch": "(git diff --name-only --diff-filter=ACM && git ls-files --others --exclude-standard) | grep -E '\\.(ts|tsx)$' | xargs prettier --write",
     "check-version": "node ./scripts/check_version.js",