@zeniai/client-epic-state 4.19.53-betaAR1 → 4.19.53

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

@@ -13,7 +13,6 @@ 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], {
@@ -29,10 +28,7 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
 }, "expenseAutomationTransactionsView/fetchTransactionCategorization", never, never>, updateTransactionCategorizationUIState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     selectedTab: TransactionsTab;
     uiState: Partial<TransactionsViewUIState>;
-}, "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], {
+}, "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], {
     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.updateTransactionFilters = 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.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"));
@@ -34,10 +34,6 @@ exports.initialTransactionTabViewState = {
         totalCount: {},
         limit: 10,
     },
-    filters: {
-        categoryCombinationOperator: 'AND',
-        categories: [],
-    },
     fetchState: 'Not-Started',
     error: undefined,
     hasValidState() {
@@ -246,12 +242,6 @@ 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 +777,5 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
         },
     },
 });
-_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;
+_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;
 exports.default = expenseAutomationTransactionsView.reducer;

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

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

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

@@ -3,7 +3,6 @@ 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");
@@ -11,33 +10,13 @@ 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, filters, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
+    const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, selectedTransactionId, selectedTransactionLineId, } = 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);
@@ -54,42 +33,10 @@ function getExpenseAutomationTransactionView(state) {
         ? transactionIdsBySelectedPeriod[monthYearPeriodId]
         : null;
     const transactionIds = transactionIdsForSelectedPeriod ?? [];
-    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
+    const transactionLocalData = 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) {
+        if (transactionData != null) {
             return {
                 transactionId,
                 transactionReviewLocalData: transactionData.transactionReviewLocalData,
@@ -97,7 +44,9 @@ function getExpenseAutomationTransactionView(state) {
         }
         return null;
     })
-        .filter((data) => data != null);
+        .filter((transaction) => transaction != null);
+    const transactions = (0, transactionSelector_1.getSupportedTransactionsByIds)(transactionState, transactionIds);
+    const transactionsWithCOT = transactions.map((transaction) => (0, transactionHelper_1.getTransactionWithCOT)(transaction));
     const fetchStatus = (0, reduceFetchState_1.reduceAllFetchState)([
         accountList,
         classList,
@@ -134,7 +83,7 @@ function getExpenseAutomationTransactionView(state) {
         version: 0,
         fetchState: fetchStatus.fetchState,
         error: fetchStatus.error,
-        transactions: filteredTransactionsWithCOT,
+        transactions: transactionsWithCOT,
         selectedCheckBoxTransactionIds,
         transactionIdsWithUnsavedData,
         uncategorizedAccounts: uncategorizedIncomeExpense,
@@ -143,7 +92,7 @@ function getExpenseAutomationTransactionView(state) {
         classList: allClasses,
         accountsHierarchyList,
         classHierarchyList,
-        transactionLocalData: filteredTransactionLocalData,
+        transactionLocalData,
         uiState,
         refreshStatus,
         saveStatus,

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

@@ -14,7 +14,6 @@ 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>;
@@ -90,7 +89,6 @@ export interface SupportedTransactionCategorization {
 }
 export declare const initialSupportedTransactionCategorization: SupportedTransactionCategorization;
 export interface TransactionsTabViewState extends FetchedState {
-    filters: TransactionFilters;
     markAsNotMiscategorizedStatus: FetchStateAndError;
     refreshStatus: FetchStateAndError;
     saveStatus: FetchStateAndError;

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

@@ -1,12 +1,7 @@
-import { Amount } from '../../commonStateTypes/amount';
-import { ID } from '../../commonStateTypes/common';
 import { TimePeriod } from '../../commonStateTypes/timePeriod';
-import { TransactionType } from '../../entity/transaction/stateTypes/transactionType';
-import { SupportedTransactionWithCOT } from '../../entity/transaction/transactionState';
 import { UserRoleType } from '../../entity/userRole/userRoleType';
 import { RootState } from '../../reducer';
 import { ZeniDate } from '../../zeniDayJS';
-import { TransactionReviewLocalDataSelectorView } from '../expenseAutomationView/selectorTypes/transactionsViewSelectorTypes';
 import { TaskListFilterCategoryField, TaskListFilters } from '../taskManager/taskListView/taskList';
 import { TaskWithUserDetails } from '../taskManager/taskListView/taskListSelector';
 import { BillTransactionView } from './billPay/billList/billListSelector';
@@ -15,8 +10,8 @@ import { PaymentHistoryFilterCategoryDropdownOption, PaymentHistoryFilters } fro
 import { ChargeCardRepaymentWithUser } from './chargeCards/chargeCardPaymentHistory/chargeCardPaymentHistorySelector';
 import { ReimbursementView } from './reimbursement/remiListView/remiListSelector';
 import { ReimbursementFilters, RemiListViewFilterCategoryField } from './reimbursement/remiListView/remiListState';
-export type SpendManagementFiltersType = BillPayFilters | ReimbursementFilters | TaskListFilters | TransactionFilters | PaymentHistoryFilters;
-export type SpendManagementFilterEntityType = 'bill_pay' | 'reimbursement' | 'task_management' | 'transaction_categorization' | 'charge_card_payment_history';
+export type SpendManagementFiltersType = BillPayFilters | ReimbursementFilters | TaskListFilters | PaymentHistoryFilters;
+export type SpendManagementFilterEntityType = 'bill_pay' | 'reimbursement' | 'task_management' | 'charge_card_payment_history';
 export type FilterCategoryType = 'searchAutocomplete' | 'user' | 'dateRange' | 'numberRange' | 'dropdown';
 export interface MatchingOperatorDropdownOption {
     label: 'is' | 'is not';
@@ -38,45 +33,9 @@ export interface TaskFilterCategoryDropdownOption {
     multiple?: boolean;
     type?: FilterCategoryType;
 }
-export type SpendManagementFilterCategoryDropdownOption = BillPayFilterCategoryDropdownOption | ReimbursementFilterCategoryDropdownOption | TaskFilterCategoryDropdownOption | TransactionFilterCategoryDropdownOption | PaymentHistoryFilterCategoryDropdownOption;
-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;
-}
-/** Amount filter operators for transaction_categorization (expense automation). Other entities use only equal/not-equal. */
-export type TransactionFilterAmountMatchingOperator = 'equal' | 'not-equal' | 'lessThan' | 'greaterThan' | 'inBetween';
-export interface TransactionFilterCategory {
-    field: TransactionFilterCategoryField;
-    matchingOperator: TransactionFilterAmountMatchingOperator;
-    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 SpendManagementFilterCategoryDropdownOption = BillPayFilterCategoryDropdownOption | ReimbursementFilterCategoryDropdownOption | TaskFilterCategoryDropdownOption | PaymentHistoryFilterCategoryDropdownOption;
 export type FilterCategoryValueType = string | number | ZeniDate;
-export declare const applyAdvancedFiltersOnList: (entity: SpendManagementFilterEntityType, allItems: BillTransactionView[] | ReimbursementView[] | TaskWithUserDetails[] | TransactionView[] | ChargeCardRepaymentWithUser[], filters?: BillPayFilters | ReimbursementFilters | TaskListFilters | TransactionFilters | PaymentHistoryFilters, filteredItems?: (BillTransactionView | ReimbursementView | TaskWithUserDetails | TransactionView | ChargeCardRepaymentWithUser)[], index?: number) => (BillTransactionView | ReimbursementView | TaskWithUserDetails | TransactionView | ChargeCardRepaymentWithUser)[];
+export declare const applyAdvancedFiltersOnList: (entity: SpendManagementFilterEntityType, allItems: BillTransactionView[] | ReimbursementView[] | TaskWithUserDetails[] | ChargeCardRepaymentWithUser[], filters?: BillPayFilters | ReimbursementFilters | TaskListFilters | PaymentHistoryFilters, filteredItems?: (BillTransactionView | ReimbursementView | TaskWithUserDetails | ChargeCardRepaymentWithUser)[], index?: number) => (BillTransactionView | ReimbursementView | TaskWithUserDetails | ChargeCardRepaymentWithUser)[];
 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 = exports.TRANSACTION_FILTER_CATEGORIES = void 0;
+exports.hideCreatedByFilter = exports.isRemiListDownloadable = exports.isBillListDownloadable = exports.applyAdvancedFiltersOnList = void 0;
 const get_1 = __importDefault(require("lodash/get"));
 const userSelector_1 = require("../../entity/user/userSelector");
 const userRoleType_1 = require("../../entity/userRole/userRoleType");
@@ -13,81 +13,28 @@ 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: 'dropdown' },
-    { 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)
-// For amount: supports new transaction_categorization operators (inBetween, lessThan, greaterThan) and
-// backward compatibility for old format values: ["1000<->5000"] with matchingOperator "equal".
-// Other entities (bill_pay, reimbursement, etc.) use only equal/not-equal and are unchanged.
 const filterItemOnRangeCategoryType = (valueForItem, currentFilter) => {
     let doesItemFallInValueRange = false;
     const filterField = currentFilter.field;
     if (filterField === 'amount') {
-        const currentValue = Number(valueForItem);
-        const op = currentFilter.matchingOperator;
-        const values = currentFilter.values;
-        if (op === 'inBetween') {
-            // New format: values = [min, max] (expense automation transaction_categorization only)
-            if (values.length >= 2) {
-                const min = Number(values[0]);
-                const max = Number(values[1]);
-                doesItemFallInValueRange = currentValue >= min && currentValue <= max;
-            }
-        }
-        else if (op === 'lessThan') {
-            if (values.length >= 1) {
-                const threshold = Number(values[0]);
-                doesItemFallInValueRange = currentValue < threshold;
-            }
-        }
-        else if (op === 'greaterThan') {
-            if (values.length >= 1) {
-                const threshold = Number(values[0]);
-                doesItemFallInValueRange = currentValue > threshold;
-            }
-        }
-        else if (op === 'equal' &&
-            values.length === 1 &&
-            String(values[0]).includes('<->')) {
-            // Backward compatibility: old format ["1000<->5000"] with matchingOperator "equal"
-            const parts = String(values[0]).split('<->');
-            const lowerValue = Number(parts[0] ?? '');
-            const higherValue = Number(parts[1] ?? '');
-            doesItemFallInValueRange =
-                currentValue >= lowerValue && currentValue <= higherValue;
-        }
-        else if (op === 'equal' && values.length === 1) {
-            // New format: exact match on single value (expense automation)
-            const val = Number(values[0]);
-            doesItemFallInValueRange = currentValue === val;
-        }
-        else {
-            // Existing logic for equal/not-equal (bill_pay, reimbursement, etc. or multiple range values)
-            for (const filterValue of values) {
-                const lowerValue = Number.parseInt(filterValue?.toString()?.split('<->')[0] ?? '', 10);
-                const higherValue = Number.parseInt(filterValue?.toString()?.split('<->')[1] ?? '', 10);
-                if (currentValue >= lowerValue && currentValue <= higherValue) {
-                    doesItemFallInValueRange = true;
-                }
+        for (const filterValue of currentFilter.values) {
+            const currentValue = parseInt(valueForItem.toString());
+            const lowerValue = parseInt(filterValue?.toString()?.split('<->')[0] ?? '');
+            const higherValue = parseInt(filterValue?.toString()?.split('<->')[1] ?? '');
+            if (currentValue >= lowerValue && currentValue <= higherValue) {
+                doesItemFallInValueRange = true;
             }
         }
-        return op === 'not-equal'
-            ? !doesItemFallInValueRange
-            : doesItemFallInValueRange;
     }
-    // Date range and other range fields (unchanged for other entities)
-    const currentValue = valueForItem;
-    const lowerValue = currentFilter.values[0];
-    const higherValue = currentFilter.values[1];
-    if (currentValue.isSameOrAfter(lowerValue) &&
-        currentValue.isSameOrBefore(higherValue)) {
-        doesItemFallInValueRange = true;
+    else {
+        const currentValue = valueForItem;
+        const lowerValue = currentFilter.values[0];
+        const higherValue = currentFilter.values[1];
+        if (currentValue.isSameOrAfter(lowerValue) &&
+            currentValue.isSameOrBefore(higherValue)) {
+            doesItemFallInValueRange = true;
+        }
     }
     return currentFilter.matchingOperator === 'equal'
         ? doesItemFallInValueRange
@@ -172,11 +119,7 @@ const applyAdvancedFiltersOnList = (entity, allItems, filters, filteredItems = [
                 ? getCategoryValueForReimbursement(key, item)
                 : entity === 'task_management'
                     ? getCategoryValueForTaskList(key, item)
-                    : entity === 'transaction_categorization'
-                        ? getCategoryValueForTransaction(key, item)
-                        : entity === 'charge_card_payment_history'
-                            ? getCategoryValueForPaymentHistory(key, item)
-                            : undefined;
+                    : getCategoryValueForPaymentHistory(key, item);
         if (categoryValue == null) {
             if (currentFilter.matchingOperator === 'not-equal') {
                 return true;
@@ -298,132 +241,6 @@ 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 getCategoryValueForPaymentHistory = (key, repayment) => {
     switch (key) {
         case 'repaymentDate':

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "4.19.53-betaAR1",
+  "version": "4.19.53",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",