@zeniai/client-epic-state 5.0.31-betaAR6 → 5.0.31-betaAR8

package/lib/view/spendManagement/spendManagementFilterHelpers.js

@@ -339,33 +339,19 @@ const getCategoryValueForTransaction = (key, transaction) => {
             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;
+            // Match the value the row renders: TransactionCategorizationListRow reads
+            // `currentTransaction?.account?.accountName` for the Payment Account Name
+            // column. Returning the same field here keeps filter-match parity with the
+            // visible cell, so any row a user can see is also a row the filter can match.
+            return transaction.transaction.account?.accountName;
         }
         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;
+            // Compare against the raw `paymentType` enum (e.g. "credit_card", "check",
+            // "cash"). The same enum is what TransactionCategorizationListRow uses for
+            // its icon switch on line ~1675, and it's what the dropdown options below
+            // emit as `value`. Display labels come from PAYMENT_TYPE_LABELS in
+            // entity/transaction/stateTypes/paymentType.ts.
+            return transaction.transaction.paymentType;
         }
         case 'category': {
             // Get from transactionLocalData (preferred) or from transaction lines

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.0.31-betaAR6",
+  "version": "5.0.31-betaAR8",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",