@zeniai/client-epic-state 5.0.31-beta0ND → 5.0.31-betaAR1

package/lib/entity/account/accountSelector.d.ts

@@ -123,3 +123,21 @@ export declare const getAccountsOrdered: (filter: COABalancesFilter, accountStat
 export declare const getAccountsByType: (accountState: AccountState, accountTypes: AccountType[]) => Partial<Record<AccountType, Account[]>>;
 export declare const getAccountIdsForTypes: (accountState: AccountState, accountTypes: AccountType[]) => ID[];
 export declare const getAccountIdsForLabels: (accountState: AccountState, labels: string[]) => ID[];
+/**
+ * Returns all accounts currently in state (single pass over accountsByKey).
+ * Use for dropdowns that need account names and types; map to
+ * { accountId, accountName, accountType } as needed.
+ */
+export declare const getAllAccounts: (accountState: AccountState) => Account[];
+export interface AccountFilterOption {
+    accountId: ID;
+    accountName: string;
+}
+/**
+ * Partitions accounts for transaction filter dropdowns: bank/credit_card → paymentAccountNames,
+ * all other account types → categoryOptions. Use for payment_account_name and category filter options.
+ */
+export declare const getTransactionFilterAccountOptions: (accountState: AccountState) => {
+    categoryOptions: AccountFilterOption[];
+    paymentAccountNames: AccountFilterOption[];
+};

package/lib/entity/account/accountSelector.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.getAccountIdsForLabels = exports.getAccountIdsForTypes = exports.getAccountsByType = exports.getAccountsOrdered = exports.getAccountBase = void 0;
+exports.getTransactionFilterAccountOptions = exports.getAllAccounts = exports.getAccountIdsForLabels = exports.getAccountIdsForTypes = exports.getAccountsByType = exports.getAccountsOrdered = exports.getAccountBase = void 0;
 exports.getAccount = getAccount;
 exports.getAccountWithBalance = getAccountWithBalance;
 const flatMap_1 = __importDefault(require("lodash/flatMap"));
@@ -192,3 +192,33 @@ const getAccountIdsForLabels = (accountState, labels) => {
     return allAccountIdsForLabels;
 };
 exports.getAccountIdsForLabels = getAccountIdsForLabels;
+/**
+ * Returns all accounts currently in state (single pass over accountsByKey).
+ * Use for dropdowns that need account names and types; map to
+ * { accountId, accountName, accountType } as needed.
+ */
+const getAllAccounts = (accountState) => Object.values(accountState.accountsByKey);
+exports.getAllAccounts = getAllAccounts;
+/**
+ * Partitions accounts for transaction filter dropdowns: bank/credit_card → paymentAccountNames,
+ * all other account types → categoryOptions. Use for payment_account_name and category filter options.
+ */
+const getTransactionFilterAccountOptions = (accountState) => {
+    const accounts = (0, exports.getAllAccounts)(accountState);
+    const paymentAccountNames = [];
+    const categoryOptions = [];
+    for (const account of accounts) {
+        const option = {
+            accountId: account.accountId,
+            accountName: account.accountName,
+        };
+        if ((0, accountState_1.isPaymentAccountType)(account.accountType)) {
+            paymentAccountNames.push(option);
+        }
+        else {
+            categoryOptions.push(option);
+        }
+    }
+    return { categoryOptions, paymentAccountNames };
+};
+exports.getTransactionFilterAccountOptions = getTransactionFilterAccountOptions;

package/lib/entity/account/accountState.d.ts

@@ -8,9 +8,14 @@ import { RecommendationBase } from '../../commonStateTypes/recommendationBase';
 import { Status } from '../../commonStateTypes/status';
 import { ReportIDPlusForecastID } from '../../commonStateTypes/viewAndReport/viewAndReport';
 import { ZeniUrl } from '../../zeniUrl';
+export declare const ALL_ACCOUNT_TYPES: readonly ["bank", "credit_card", "expenses", "cogs", "income", "cash_in", "cash_out", "cash_position", "other_income", "other_expense", "accounts_receivable", "other_current_assets", "fixed_assets", "other_assets", "accounts_payable", "other_current_liabilities", "long_term_liabilities", "equity", "current_liabilities", "current_assets"];
 export declare const toAccountType: (v: string) => "cash_position" | "fixed_assets" | "bank" | "credit_card" | "expenses" | "cogs" | "income" | "cash_in" | "cash_out" | "other_income" | "other_expense" | "accounts_receivable" | "other_current_assets" | "other_assets" | "accounts_payable" | "other_current_liabilities" | "long_term_liabilities" | "equity" | "current_liabilities" | "current_assets";
 export type AccountType = ReturnType<typeof toAccountType>;
 export declare const toAccountTypeStrict: (v: string | null | undefined) => AccountType | undefined;
+/** Account types used for payment-account filters (e.g. transaction filter "payment account name"). */
+export declare const PAYMENT_ACCOUNT_TYPES: readonly ["bank", "credit_card"];
+export type PaymentAccountType = (typeof PAYMENT_ACCOUNT_TYPES)[number];
+export declare function isPaymentAccountType(accountType: AccountType | undefined): accountType is PaymentAccountType;
 export type UncategorizedAccountTypes = 'expense' | 'income';
 declare const toAccountLabel: (v: string) => "prepaid_expenses" | "fixed_assets" | "uncategorized_income" | "uncategorized_expense" | "bank_charges_and_fees" | "travel_transportation" | "accrued_expenses";
 export type AccountLabel = ReturnType<typeof toAccountLabel>;

package/lib/entity/account/accountState.js

@@ -1,11 +1,12 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.toReconciliationAccountSourceStrict = exports.toReconciliationAccountSource = exports.toAccountLabelStrict = exports.toAccountTypeStrict = exports.toAccountType = void 0;
+exports.toReconciliationAccountSourceStrict = exports.toReconciliationAccountSource = exports.toAccountLabelStrict = exports.PAYMENT_ACCOUNT_TYPES = exports.toAccountTypeStrict = exports.toAccountType = exports.ALL_ACCOUNT_TYPES = void 0;
+exports.isPaymentAccountType = isPaymentAccountType;
 exports.getAccountKey = getAccountKey;
 const nestedAccountID_1 = require("../../commonStateTypes/accountView/nestedAccountID");
 const nestedClassID_1 = require("../../commonStateTypes/classesView/nestedClassID");
 const stringToUnion_1 = require("../../commonStateTypes/stringToUnion");
-const ALL_ACCOUNT_TYPES = [
+exports.ALL_ACCOUNT_TYPES = [
     'bank',
     'credit_card',
     'expenses',
@@ -27,10 +28,16 @@ const ALL_ACCOUNT_TYPES = [
     'current_liabilities',
     'current_assets',
 ];
-const toAccountType = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_ACCOUNT_TYPES);
+const toAccountType = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_ACCOUNT_TYPES);
 exports.toAccountType = toAccountType;
-const toAccountTypeStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v ?? '', ALL_ACCOUNT_TYPES);
+const toAccountTypeStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v ?? '', exports.ALL_ACCOUNT_TYPES);
 exports.toAccountTypeStrict = toAccountTypeStrict;
+/** Account types used for payment-account filters (e.g. transaction filter "payment account name"). */
+exports.PAYMENT_ACCOUNT_TYPES = ['bank', 'credit_card'];
+function isPaymentAccountType(accountType) {
+    return (accountType != null &&
+        exports.PAYMENT_ACCOUNT_TYPES.includes(accountType));
+}
 const ALL_ACCOUNT_LABELS = [
     'uncategorized_income',
     'uncategorized_expense',

package/lib/entity/class/classSelector.d.ts

@@ -20,3 +20,8 @@ export declare function getClassReport(classState: ClassState, accountState: Acc
     reportId: ReportID;
     classesViewParentId?: ClassesViewParentID;
 }, filter: COABalancesFilter): ClassReport | undefined;
+/**
+ * Returns all classes currently in state (single pass over classesByKey).
+ * Use for dropdowns that need class names; map to { classId, className } as needed.
+ */
+export declare function getAllClasses(classState: ClassState): Class[];

package/lib/entity/class/classSelector.js

@@ -6,6 +6,7 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.getClassesByIds = getClassesByIds;
 exports.getClassById = getClassById;
 exports.getClassReport = getClassReport;
+exports.getAllClasses = getAllClasses;
 const get_1 = __importDefault(require("lodash/get"));
 const coaBalance_1 = require("../../commonStateTypes/coaBalance/coaBalance");
 const accountSelector_1 = require("../account/accountSelector");
@@ -58,3 +59,10 @@ function getClassReport(classState, accountState, id, filter) {
         accounts: accountReport,
     };
 }
+/**
+ * Returns all classes currently in state (single pass over classesByKey).
+ * Use for dropdowns that need class names; map to { classId, className } as needed.
+ */
+function getAllClasses(classState) {
+    return Object.values(classState.classesByKey);
+}

package/lib/entity/transaction/payloadTypes/transactionLinePayload.js

@@ -26,7 +26,7 @@ const toTransactionLineBase = (payload, lineType, currency) => ({
 });
 const toLinkedTransactionLine = (payload, currency) => ({
     ...toTransactionLineBase(payload, 'linked_transaction_line', currency),
-    linkedTransactions: payload.linked_transactions.map((transactionIDPayload) => (0, transactionIDPayload_1.toTransactionID)(transactionIDPayload)),
+    linkedTransactions: payload.linked_transactions != null ? payload.linked_transactions.map((transactionIDPayload) => (0, transactionIDPayload_1.toTransactionID)(transactionIDPayload)) : [],
 });
 /**
  * Transaction with account and class line payload with COT tracking

package/lib/esm/entity/account/accountSelector.js

@@ -1,7 +1,7 @@
 import flatMap from 'lodash/flatMap';
 import { getCOABalances } from '../../commonStateTypes/coaBalance/coaBalance';
 import { sortComparator } from '../../commonStateTypes/coaBalance/sortBalancesByFreeRangeTotal';
-import { getAccountKey, } from './accountState';
+import { getAccountKey, isPaymentAccountType, } from './accountState';
 function getCommonAccountFields(accountState, id) {
     const key = getAccountKey(id.reportId, id.accountId, id.classesViewParentId, id.accountsViewParentId, id.projectsViewParentId);
     const account = accountState.accountsByKey[key];
@@ -179,3 +179,31 @@ export const getAccountIdsForLabels = (accountState, labels) => {
     });
     return allAccountIdsForLabels;
 };
+/**
+ * Returns all accounts currently in state (single pass over accountsByKey).
+ * Use for dropdowns that need account names and types; map to
+ * { accountId, accountName, accountType } as needed.
+ */
+export const getAllAccounts = (accountState) => Object.values(accountState.accountsByKey);
+/**
+ * Partitions accounts for transaction filter dropdowns: bank/credit_card → paymentAccountNames,
+ * all other account types → categoryOptions. Use for payment_account_name and category filter options.
+ */
+export const getTransactionFilterAccountOptions = (accountState) => {
+    const accounts = getAllAccounts(accountState);
+    const paymentAccountNames = [];
+    const categoryOptions = [];
+    for (const account of accounts) {
+        const option = {
+            accountId: account.accountId,
+            accountName: account.accountName,
+        };
+        if (isPaymentAccountType(account.accountType)) {
+            paymentAccountNames.push(option);
+        }
+        else {
+            categoryOptions.push(option);
+        }
+    }
+    return { categoryOptions, paymentAccountNames };
+};

package/lib/esm/entity/account/accountState.js

@@ -1,7 +1,7 @@
 import { getNestedAccountIDStr, } from '../../commonStateTypes/accountView/nestedAccountID';
 import { getNestedClassIDStr, } from '../../commonStateTypes/classesView/nestedClassID';
 import { stringToUnion, stringToUnionStrict, } from '../../commonStateTypes/stringToUnion';
-const ALL_ACCOUNT_TYPES = [
+export const ALL_ACCOUNT_TYPES = [
     'bank',
     'credit_card',
     'expenses',
@@ -25,6 +25,12 @@ const ALL_ACCOUNT_TYPES = [
 ];
 export const toAccountType = (v) => stringToUnion(v, ALL_ACCOUNT_TYPES);
 export const toAccountTypeStrict = (v) => stringToUnionStrict(v ?? '', ALL_ACCOUNT_TYPES);
+/** Account types used for payment-account filters (e.g. transaction filter "payment account name"). */
+export const PAYMENT_ACCOUNT_TYPES = ['bank', 'credit_card'];
+export function isPaymentAccountType(accountType) {
+    return (accountType != null &&
+        PAYMENT_ACCOUNT_TYPES.includes(accountType));
+}
 const ALL_ACCOUNT_LABELS = [
     'uncategorized_income',
     'uncategorized_expense',

package/lib/esm/entity/class/classSelector.js

@@ -50,3 +50,10 @@ export function getClassReport(classState, accountState, id, filter) {
         accounts: accountReport,
     };
 }
+/**
+ * Returns all classes currently in state (single pass over classesByKey).
+ * Use for dropdowns that need class names; map to { classId, className } as needed.
+ */
+export function getAllClasses(classState) {
+    return Object.values(classState.classesByKey);
+}

package/lib/esm/entity/transaction/payloadTypes/transactionLinePayload.js

@@ -22,7 +22,7 @@ const toTransactionLineBase = (payload, lineType, currency) => ({
 });
 const toLinkedTransactionLine = (payload, currency) => ({
     ...toTransactionLineBase(payload, 'linked_transaction_line', currency),
-    linkedTransactions: payload.linked_transactions.map((transactionIDPayload) => toTransactionID(transactionIDPayload)),
+    linkedTransactions: payload.linked_transactions != null ? payload.linked_transactions.map((transactionIDPayload) => toTransactionID(transactionIDPayload)) : [],
 });
 /**
  * Transaction with account and class line payload with COT tracking

package/lib/esm/index.js

@@ -23,7 +23,8 @@ import { mapTimePeriodtoTimeframeTick, toTimePeriod, toTimeframeTick, } from './
 import { isAgingReport, isCashFlowOrBalanceSheetReport, isDashboardClassesViewReport, isDashboardReport, isFluxAnalysisOpExReport, isOpExByVendorReport, isPAndLClassesViewReport, isPAndLProjectViewReport, isPAndLReport, } from './commonStateTypes/viewAndReport/reportIDHelper';
 import { toReportFormatStrict, toReportID, } from './commonStateTypes/viewAndReport/viewAndReport';
 import { PAYMENT_BUSINESS_DAYS, filterDays, getNextNthWorkingDay, getPreviousNthWorkingDay, getYearsList, holidaysFormatted, isHoliday, isHolidayToday, } from './commonStateTypes/workingDayHelper';
-import { toAccountType, toReconciliationAccountSource, } from './entity/account/accountState';
+import { getAllAccounts, getTransactionFilterAccountOptions, } from './entity/account/accountSelector';
+import { ALL_ACCOUNT_TYPES, toAccountType, toReconciliationAccountSource, } from './entity/account/accountState';
 import { getAccountGroupKey, toAccountGroupType, } from './entity/accountGroup/accountGroupState';
 /**
  * Expense Automation Exports starts
@@ -59,7 +60,7 @@ import { closeSnackbar, openSnackbar } from './entity/snackbar/snackbarReducer';
 import { getSnackbar } from './entity/snackbar/snackbarSelector';
 import { toPriorityCodeType, toTaskStatusCodeType, } from './entity/task/taskState';
 import { getTaskGroupById } from './entity/taskGroup/taskGroupSelector';
-import { clearAll, doMagicLinkSignIn, doSignIn, doSignOut, sendSessionHeartbeat, fetchActiveTenant, fetchAllTenants, fetchExcludedResources as fetchExcludedResourcesForTenant, fetchExternalConnections as fetchExternalConnectionsForTenant, fetchSubscriptionSummaryForTenant, resendVerifyDeviceOTP, resetSignInState, saveExternalConnection as saveExternalConnectionForTenant, sendEmailMagicLinkToUser, updateCurrentTenant, updateSignInState, verifyDeviceWithTwoFA, } from './entity/tenant/tenantReducer';
+import { clearAll, doMagicLinkSignIn, doSignIn, doSignOut, fetchActiveTenant, fetchAllTenants, fetchExcludedResources as fetchExcludedResourcesForTenant, fetchExternalConnections as fetchExternalConnectionsForTenant, fetchSubscriptionSummaryForTenant, resendVerifyDeviceOTP, resetSignInState, saveExternalConnection as saveExternalConnectionForTenant, sendEmailMagicLinkToUser, sendSessionHeartbeat, updateCurrentTenant, updateSignInState, verifyDeviceWithTwoFA, } from './entity/tenant/tenantReducer';
 import { getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getTenantBaseById, getTenantBaseViewForTenantId, getTenantBaseViewForTenantView, getTenantsBaseByCheckInDateSelector, getTenantsByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, isOtherProductsEnabledForTenant, isTenantBankingOnly, isTenantBookkeepingEnabled, isTenantCardsOnly, isTenantUsingZeniCOA, isZeniDomainTenant, toTenantCoreDetailsView, } from './entity/tenant/tenantSelector';
 import { pushToastNotification } from './entity/toastNotification/toastNotificationReducer';
 import { getLastNotificationTime, getNotifications, } from './entity/toastNotification/toastNotificationSelector';
@@ -165,7 +166,7 @@ import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFl
 import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryJeSchedule as retryExpenseAutomationJESchedule, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, updateJESchedulesUIState as updateExpenseAutomationJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
 import { acknowledgeBulkUploadConfirmMatchComplete, bulkUploadAutomatchingTimedOut, bulkUploadReceipts, bulkUploadReceiptsFailure, bulkUploadReceiptsSuccess, clearBulkUpload, clearManualSearchResults, clearMissingReceiptsTabNavigation, confirmBulkUploadMatch, confirmBulkUploadMatchFailure, confirmBulkUploadMatchSuccess, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsFailure, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, fetchBulkUploadBatchesFailure, fetchBulkUploadBatchesSuccess, fetchCompletedTransactions, fetchCompletedTransactionsFailure, fetchCompletedTransactionsSuccess, fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, searchTransactionsForManualMatch, searchTransactionsForManualMatchFailure, searchTransactionsForManualMatchSuccess, setBulkUploadCompletedSubTab, setBulkUploadResultsTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, storeBatchDetails, updateBulkUploadProgress, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess, } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
 import { deleteAccountStatement, excludeAccountFromReconciliation, fetchReconciliation as fetchReconciliationView, includeAccountInReconciliation, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, updateAccountReconciliationLocalData as updateExpenseAutomationAccountReconciliationLocalData, updateSelectedAccountId as updateExpenseAutomationAccountReconciliationSelectedAccountId, updateSelectedTab as updateExpenseAutomationAccountReconciliationSelectedTab, updateReconListScrollPosition as updateExpenseAutomationReconListScrollPosition, updateReviewTabSortState as updateExpenseAutomationReconReviewTabListSortState, updateReviewTabLocalData as updateExpenseAutomationReconReviewTabLocalData, updateReconcileTabListScrollState as updateExpenseAutomationReconcileTabListScrollState, updateReconcileTabListSortState as updateExpenseAutomationReconcileTabListSortState, updateReconcileTabLocalData as updateExpenseAutomationReconcileTabLocalData, updateSelectedDrawerAccountId as updateExpenseAutomationSelectedDrawerAccountId, updateNodeCollapseState, updateStatementUploadChosen, uploadAccountStatement, } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
-import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markTransactionAsNotMiscategorized, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
+import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markTransactionAsNotMiscategorized, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, updateTransactionFilters, uploadTransactionCategorizationReceiptSuccess, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
 import { getExpenseAutomationFluxAnalysisView } from './view/expenseAutomationView/selectors/fluxAnalysisViewSelector';
 import { getExpenseAutomationReconciliationView, isAccountReconReport, } from './view/expenseAutomationView/selectors/reconciliationViewSelector';
 import { getExpenseAutomationTransactionView } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
@@ -220,12 +221,11 @@ import { fetchProfitAndLoss, fetchProfitAndLossForTimeframe, resetProfitAndLossN
 import { getPandLReportFetchState, getProfitAndLossReport, } from './view/profitAndLoss/profitAndLossSelector';
 import { getEmptyHorizontalSectionBalancesSlice } from './view/profitAndLossClassesView/horizontalSectionEmptyBalancesSlice';
 import { getProfitAndLossClassesHorizontalView } from './view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector';
-import { aggregateHorizontalDescendantBalances } from './view/profitAndLossClassesView/profitAndLossHorizontalEnrichment';
 import { HORIZONTAL_CLASS_TOTAL_BALANCE_ID, isHorizontalAccountReportData, } from './view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelectorTypes';
 import { fetchProfitAndLossClassesView, resetProfitAndLossClassesNodeCollapseState, updateClassViewLayout, updateAccountViewMode as updateProfitAndLossAccountViewMode, updateClassesToFilterOut as updateProfitAndLossClassesToFilterOut, updateProfitAndLossClassesViewUIState, } from './view/profitAndLossClassesView/profitAndLossClassesViewReducer';
 import { getProfitAndLossClassesView } from './view/profitAndLossClassesView/profitAndLossClassesViewSelector';
 import { isPandLReportViewCalculatedSectionID, isPandLReportViewSectionID, } from './view/profitAndLossClassesView/profitAndLossClassesViewSelectorTypes';
-import { clearProfitAndLossProjectView, fetchProfitAndLossForTimeframeProjectView, fetchProfitAndLossProjectView, resetProfitAndLossProjectNodeCollapseState, updateProjectViewAccountViewMode, updateProjectsToFilterOut, updateProfitAndLossProjectViewUIState, } from './view/profitAndLossProjectView/profitAndLossProjectViewReducer';
+import { clearProfitAndLossProjectView, fetchProfitAndLossForTimeframeProjectView, fetchProfitAndLossProjectView, resetProfitAndLossProjectNodeCollapseState, updateProfitAndLossProjectViewUIState, updateProjectViewAccountViewMode, updateProjectsToFilterOut, } from './view/profitAndLossProjectView/profitAndLossProjectViewReducer';
 import { getProfitAndLossProjectView } from './view/profitAndLossProjectView/profitAndLossProjectViewSelector';
 import { fetchEntityRecommendationsByTransactionId, fetchRecommendationByEntityId, fetchRecommendationByEntityName, } from './view/recommendation/recommendationReducer';
 import { clearReferrals, fetchReferrals, fetchRewardsPlan, resendReferralInvite, saveReferralFormDataInLocalStore, sendReferralInvite, updateReferViewed, updateReferralListSortUiState, } from './view/referralView/referralReducer';
@@ -327,7 +327,7 @@ import { acceptEmployeeRemiTerms, acceptRemiTerms, clearRemiSetupView, fetchRemi
 import { getRemiBusinessVerificationDetails, getRemiSetupViewDetails, } from './view/spendManagement/reimbursement/remiSetupView/remiSetupViewSelector';
 import { approveOrRejectRemisBulkAction, autoReviewPendingApprovalRemis, cancelOrDeleteRemisBulkAction, clearAllRemisFromBulkActionList, clearRemiBulkActionView, incrementRemiBulkActionProcessedCount, removeRemiFromBulkActionList, reviewDraftRemisBulkAction, submitDraftRemisBulkAction, updateRemisBulkActionList, } from './view/spendManagement/reimbursement/remisBulkActionView/remisBulkActionViewReducer';
 import { getRemisBulkOperationProgress, getRemisBulkReviewView, } from './view/spendManagement/reimbursement/remisBulkActionView/remisBulkActionViewSelector';
-import { hideCreatedByFilter, } from './view/spendManagement/spendManagementFilterHelpers';
+import { TRANSACTION_FILTER_CATEGORIES, hideCreatedByFilter, } from './view/spendManagement/spendManagementFilterHelpers';
 import { acceptTreasuryTerms, clearTreasurySetupView, fetchPortfolioAllocation, fetchTreasuryFunds, fetchTreasurySetupView, updateFundAllocationLocalData, updatePortfolioAllocation, updateTreasuryVideoViewed, } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewReducer';
 import { getTreasuryBusinessVerificationDetails, getTreasurySetupViewDetails, } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewSelector';
 import { getTreasuryFundsMaximumYield, } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewState';
@@ -354,14 +354,14 @@ import { getSubscriptionEstimationData, getSubscriptionListView, getSubscription
 import { toSubscriptionSortKeyType, } from './view/subscriptionView/types/subscriptionTypes';
 import { createTag, deleteTag, fetchTagList, } from './view/tagView/tagViewReducer';
 import { getAllTags } from './view/tagView/tagViewSelector';
-import { initialTaskDetail, initialTaskDetailLocalData, } from './view/taskManager/taskDetailView/taskDetail';
-import { archiveTask, deleteTask, discardTaskUpdatesInLocalStore, fetchTaskDetailPage, saveTaskDetail, saveTaskUpdatesToLocalStore, snoozeTask, unsnoozeTask, } from './view/taskManager/taskDetailView/taskDetailReducer';
 import { deleteCannedResponse, fetchCannedResponses, saveCannedResponse, } from './view/taskManager/cannedResponsesView/cannedResponsesReducer';
 import { getCannedResponsesView } from './view/taskManager/cannedResponsesView/cannedResponsesSelector';
+import { initialTaskDetail, initialTaskDetailLocalData, } from './view/taskManager/taskDetailView/taskDetail';
+import { archiveTask, deleteTask, discardTaskUpdatesInLocalStore, fetchTaskDetailPage, saveTaskDetail, saveTaskUpdatesToLocalStore, snoozeTask, unsnoozeTask, } from './view/taskManager/taskDetailView/taskDetailReducer';
 import { allTaskPriority, allTaskStatus, getTaskDetail, } from './view/taskManager/taskDetailView/taskDetailSelector';
 import { createTaskFromTaskGroupTemplate } from './view/taskManager/taskGroupTemplateView/taskGroupTemplateViewReducer';
 import { createNewTaskGroup, deleteTaskGroup, fetchAllTaskGroups, updateTaskGroupName, } from './view/taskManager/taskGroupView/taskGroupViewReducer';
-import { TASK_LIST_FILTER_CATEGORIES, TASK_LIST_GROUP_BY_CATEGORIES, toDueDateGroupKeyType, toTaskListGroupByKeyType, toTaskListGroupByKeyTypeStrict, ALL_TASK_LIST_TABS, } from './view/taskManager/taskListView/taskList';
+import { ALL_TASK_LIST_TABS, TASK_LIST_FILTER_CATEGORIES, TASK_LIST_GROUP_BY_CATEGORIES, toDueDateGroupKeyType, toTaskListGroupByKeyType, toTaskListGroupByKeyTypeStrict, } from './view/taskManager/taskListView/taskList';
 import { bulkUpdateTaskList, dragNDropTasks, fetchTaskListPage, initiateTaskListLocalData, removeTaskFromList, updateTaskFilters, updateTaskFromListView, updateTaskListLocalData, updateTaskListSearchText, updateTaskListTab, updateTaskListUIState, } from './view/taskManager/taskListView/taskListReducer';
 import { getAllTasks, } from './view/taskManager/taskListView/taskListSelector';
 import { getDueDateValueFromDueDateGroupId, getTaskUpdates, } from './view/taskManager/taskListView/taskListViewHelpers';
@@ -430,15 +430,15 @@ export {
 BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, toExpenseAutomationJEScheduleMainTab, toExpenseAutomationJEScheduleSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, fetchExpenseAutomationMissingReceipts, 
 // Bulk Upload Actions
 bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, getExpenseAutomationFluxAnalysisView, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, updateFluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, getExpenseAutomationReconciliationView, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, getAccountReconByAccountIdAndSelectedPeriod, toReconciliationTabsType, isAccountReconReport, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, toReconciliationAccountSource, deleteAccountStatement, uploadAccountStatement, updateNodeCollapseState, updateStatementUploadChosen, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, };
-export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateSelectedCheckboxTransactionIds, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, toTransactionsSortKey, };
+export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateTransactionFilters, updateSelectedCheckboxTransactionIds, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, toTransactionsSortKey, TRANSACTION_FILTER_CATEGORIES, };
 export { TOP_EX_TIME_PERIODS };
 export { toTimeframeTick, mapTimePeriodtoTimeframeTick, toTimePeriod, toAbsoluteDay, toMonthYearPeriodId, convertToPeriod, };
 export { toVendorSpendTrendFilterTabsTypeStrict, } from './entity/vendorExpense/vendorExpenseSelector';
 export { getNumberOfPeriods };
 export { SCHEDULE_DAYS_OF_MONTH, toScheduleDaysOfMonth, toMonth, toMonthStrict, toQuarter, toQuarterStrict, };
 export { getTenantBaseById, getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getTenantsByCheckInDateSelector, getTenantsBaseByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, toTenantCoreDetailsView, getTenantBaseViewForTenantView, getTenantBaseViewForTenantId, isZeniDomainTenant, isTenantUsingZeniCOA, fetchActiveTenant, fetchAllTenants, updateCurrentTenant, clearAll, doMagicLinkSignIn, verifyDeviceWithTwoFA, resendVerifyDeviceOTP, sendEmailMagicLinkToUser, doSignIn, updateSignInState, doSignOut, sendSessionHeartbeat, resetSignInState, fetchExcludedResourcesForTenant, fetchExternalConnectionsForTenant, saveExternalConnectionForTenant, fetchSubscriptionSummaryForTenant, isTenantBankingOnly, isTenantCardsOnly, isTenantBookkeepingEnabled, isOtherProductsEnabledForTenant, };
-export { toAccountType, toAccountGroupType, getAccountGroupKey, };
-export { getClassById } from './entity/class/classSelector';
+export { ALL_ACCOUNT_TYPES, toAccountType, getAllAccounts, getTransactionFilterAccountOptions, toAccountGroupType, getAccountGroupKey, };
+export { getAllClasses, getClassById } from './entity/class/classSelector';
 export { getForecast };
 export { getUserName, getUserByUserId, getUsersByUserIds, getAllZeniUsersFromState, } from './entity/user/userSelector';
 export { toUserRoleType, toUserRoleTypeStrict, isFinOpsUserRoleType, hasAdminLevelAccess, hasFullOrAdminLevelAccess, hasReimbursementUserAccess, hasEmployeeLevelAccess, hasBookKeepingAdminLevelAccess, hasBookKeepingUserLevelAccess, isNonZeniRole, hasInvestorBankerLevelAccess, getUserRoleMap, hasOnlyBillPayAccess, hasZeniRoleOrCompanyOfficerAccess, hasSuperAdminLevelAccess, hasBillPayFallbackAdminLevelAccess, hasRemiFallbackAdminLevelAccess, hasOnlyReimbursementAccess, hasOnlyChargeCardAccess, hasOnlyZeniAccountsAccess, isZeniSignedInUser, getUserRoleByUserId, getUserRoleByUserIds, hasChargeCardAccess, hasZeniAccountsAccess, hasTreasuryAccess, hasTreasuryAdminLevelAccess, hasBillPayAccess, hasReimbursementAccess, hasReimbursementAdminLevelAccess, hasBillPayAdminLevelAccess, hasChargeCardAdminLevelAccess, hasSpendManagementAccess, hasSpendManagementAdminLevelAccess, hasZeniAccountsAdminLevelAccess, hasAnyCompanyRole, hasAnyFinOpRole, hasBillPayAccessible, hasReimbursementAccessible, hasZeniAccountsAccessible, hasChargeCardAccessible, hasTreasuryAccessible, hasAICFOAccess, };
@@ -460,7 +460,7 @@ export { fetchDashboard, getDashboard, updateTreasuryVideoClosed, };
 export { updateDashboardLayout };
 export { getPandLWithForecast, } from './view/profitAndLoss/pAndLWithForecast/pAndLWithForecastSelector';
 export { fetchProfitAndLoss, resetProfitAndLossNodeCollapseState, updateProfitAndLossUIState, getProfitAndLossReport, getPandLReportFetchState, fetchProfitAndLossForTimeframe, };
-export { fetchProfitAndLossClassesView, updateProfitAndLossClassesToFilterOut, resetProfitAndLossClassesNodeCollapseState, updateProfitAndLossClassesViewUIState, updateProfitAndLossAccountViewMode, updateClassViewLayout, getProfitAndLossClassesView, aggregateHorizontalDescendantBalances, getEmptyHorizontalSectionBalancesSlice, getProfitAndLossClassesHorizontalView, isPandLReportViewCalculatedSectionID, isPandLReportViewSectionID, HORIZONTAL_CLASS_TOTAL_BALANCE_ID, isHorizontalAccountReportData, };
+export { fetchProfitAndLossClassesView, updateProfitAndLossClassesToFilterOut, resetProfitAndLossClassesNodeCollapseState, updateProfitAndLossClassesViewUIState, updateProfitAndLossAccountViewMode, updateClassViewLayout, getProfitAndLossClassesView, getEmptyHorizontalSectionBalancesSlice, getProfitAndLossClassesHorizontalView, isPandLReportViewCalculatedSectionID, isPandLReportViewSectionID, HORIZONTAL_CLASS_TOTAL_BALANCE_ID, isHorizontalAccountReportData, };
 export { clearProfitAndLossProjectView, fetchProfitAndLossForTimeframeProjectView, fetchProfitAndLossProjectView, resetProfitAndLossProjectNodeCollapseState, updateProjectViewAccountViewMode, updateProjectsToFilterOut, updateProfitAndLossProjectViewUIState, getProfitAndLossProjectView, };
 export { getAccountingProviderAttachment };
 export { fetchUserListByType, getUserList };
@@ -498,7 +498,7 @@ export { fetchIncomeTrend, fetchExpenseTrend, clearTrendData };
 export { getTrendForEntity, getCurrentFiscalQuarterDateRange };
 export { CustomerIncomeTrend };
 export { VendorExpenseTrend };
-export { toEntityType };
+export { toEntityType, };
 export { fetchEntityAutoCompleteEpic };
 export { clearEntityAutoCompleteResults, clearAllEntityAutoCompleteResults, fetchEntityAutoCompleteResults, };
 export { getEntityAutoCompleteResults };

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

@@ -27,6 +27,10 @@ export const initialTransactionTabViewState = {
         totalCount: {},
         limit: 10,
     },
+    filters: {
+        categoryCombinationOperator: 'AND',
+        categories: [],
+    },
     fetchState: 'Not-Started',
     error: undefined,
     hasValidState() {
@@ -236,6 +240,12 @@ const expenseAutomationTransactionsView = 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 {
@@ -792,5 +802,5 @@ const expenseAutomationTransactionsView = createSlice({
         },
     },
 });
-export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } = expenseAutomationTransactionsView.actions;
+export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, updateTransactionFilters, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } = expenseAutomationTransactionsView.actions;
 export default expenseAutomationTransactionsView.reducer;

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

@@ -4,13 +4,32 @@ import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { getIsAccountingClassesEnabled, getCurrentTenant, } from '../../../entity/tenant/tenantSelector';
 import { getTransactionWithCOT } from '../../../entity/transaction/transactionHelper';
 import { getSupportedTransactionsByIds } from '../../../entity/transaction/transactionSelector';
+import { applyAdvancedFiltersOnList, } from '../../spendManagement/spendManagementFilterHelpers';
 import { getAccountList, getNestedAccountListHierarchy, getUncategorizedAccounts, } from '../../accountList/accountListSelector';
 import { getClassList, getNestedClassListHierarchy, } from '../../classList/classListSelector';
 import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
+export 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,
+    };
+};
 export function getExpenseAutomationTransactionView(state) {
     const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
     const { selectedTransactionCategorizationTab } = expenseAutomationTransactionsViewState;
-    const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, uploadReceiptStatusById, selectedTransactionId, selectedTransactionLineId, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
+    const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, uploadReceiptStatusById, selectedTransactionId, selectedTransactionLineId, filters, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
     const uncategorizedIncomeExpense = getUncategorizedAccounts(accountState, accountListState, 'accountList');
     const accountList = getAccountList(accountState, accountListState, 'accountList');
     const classList = getClassList(classState, classListState);
@@ -27,10 +46,42 @@ export function getExpenseAutomationTransactionView(state) {
         ? transactionIdsBySelectedPeriod[monthYearPeriodId]
         : null;
     const transactionIds = transactionIdsForSelectedPeriod ?? [];
-    const transactionLocalData = transactionIds
-        .map((transactionId) => {
+    const transactions = getSupportedTransactionsByIds(transactionState, transactionIds);
+    const transactionsWithCOT = transactions.map((transaction) => 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 toTransactionView(transaction, localData);
+    });
+    // Apply advanced filters if they exist
+    const filteredTransactionViews = 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,
@@ -38,9 +89,7 @@ export function getExpenseAutomationTransactionView(state) {
         }
         return null;
     })
-        .filter((transaction) => transaction != null);
-    const transactions = getSupportedTransactionsByIds(transactionState, transactionIds);
-    const transactionsWithCOT = transactions.map((transaction) => getTransactionWithCOT(transaction));
+        .filter((data) => data != null);
     const monthEndFetchState = monthYearPeriodId != null
         ? (monthEndCloseChecksViewState.monthEndCloseChecksViewByTenantId[currentTenant.tenantId]?.[monthYearPeriodId] ?? { fetchState: 'Not-Started', error: undefined })
         : { fetchState: 'Not-Started', error: undefined };
@@ -87,7 +136,7 @@ export function getExpenseAutomationTransactionView(state) {
         version: 0,
         fetchState: fetchStatus.fetchState,
         error: fetchStatus.error,
-        transactions: transactionsWithCOT,
+        transactions: filteredTransactionsWithCOT,
         selectedCheckBoxTransactionIds,
         transactionIdsWithUnsavedData,
         uncategorizedAccounts: uncategorizedIncomeExpense,
@@ -96,7 +145,7 @@ export function getExpenseAutomationTransactionView(state) {
         classList: allClasses,
         accountsHierarchyList,
         classHierarchyList,
-        transactionLocalData,
+        transactionLocalData: filteredTransactionLocalData,
         uiState,
         refreshStatus,
         saveStatus,

package/lib/esm/view/profitAndLossClassesView/profitAndLossHorizontalEnrichment.js

@@ -115,48 +115,6 @@ function buildHorizontalClassColumnBalancesSlice(report, classAmounts, totalAmou
         },
     };
 }
-/**
- * Sum balances across descendant accounts (recursive).
- *
- * Parent rows in the horizontal pivot only carry their own direct postings
- * (zero for "container" accounts), so callers rendering "Total {parent}" rows
- * must aggregate from descendants to get the real per-class totals.
- *
- * Returns one `COABalance` per class column + total (same shape as the
- * enriched `balancesInTimeframe.balances`), with `amount` summed and `type`
- * set to `default_with_null_balance` for zeros. Returns `[]` when no
- * descendants have enriched data.
- */
-export function aggregateHorizontalDescendantBalances(accounts, childIndices, childrenByParent) {
-    let template;
-    const sums = new Map();
-    const walk = (idx) => {
-        const childRow = accounts[idx];
-        const childBalances = childRow?.accountReportData?.balancesInTimeframe.balances;
-        if (childBalances != null) {
-            if (template == null) {
-                template = childBalances;
-            }
-            childBalances.forEach((b, i) => {
-                sums.set(i, (sums.get(i) ?? 0) + (b.balance.amount ?? 0));
-            });
-            const grandChildren = childrenByParent[idx] ?? [];
-            grandChildren.forEach(walk);
-        }
-    };
-    childIndices.forEach(walk);
-    if (template == null) {
-        return [];
-    }
-    return template.map((tpl, i) => {
-        const amount = sums.get(i) ?? 0;
-        return {
-            ...tpl,
-            balance: { ...tpl.balance, amount },
-            type: amount === 0 ? 'default_with_null_balance' : 'default',
-        };
-    });
-}
 /**
  * Parent index per DFS row — O(n). Matches the scan in the former
  * `findHorizontalAccountParentIndex` (depth <= 2 rows have no parent).