@zeniai/client-epic-state 5.0.55-betaAR4 → 5.0.55-betaAR6

package/lib/esm/index.js

@@ -332,7 +332,8 @@ 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 { TRANSACTION_FILTER_CATEGORIES, hideCreatedByFilter, } from './view/spendManagement/spendManagementFilterHelpers';
+import { hideCreatedByFilter, } from './view/spendManagement/spendManagementFilterHelpers';
+import { TRANSACTION_FILTER_CATEGORIES, applyTransactionFilters, } from './view/expenseAutomationView/transactionFilterHelpers';
 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';
@@ -552,7 +553,11 @@ export { toOutsideZeniPaymentModeType, checkShowMarkAsPaidButton, };
 export { toRemiSubTabType, toRemiSubTabTypeStrict, toRemiTabType, toRemiTabTypeStrict, toReimbursementTypeCode, getRemiList, getRemiDownloadList, fetchRemiList, fetchRemiListPerTab, updateRemiListTab, updateRemiListSubTab, updateRemiDetailSaveRemiCode, updateRemiListUIState, updateRemiListSearchResult, updateBillListFilterResult, updateRemiListFilterResult, REIMBURSEMENT_FILTER_CATEGORIES, REIMBURSEMENT_FILTER_CATEGORIES_RESTRICTED, updateRemiListDownloadUIState, updateBillListDownloadUIState, updateBillsBulkActionList, removeBillFromBulkActionList, clearAllBillsFromBulkActionList, getBillsBulkReviewView, validateBillsBulkAction, approveOrRejectBillsBulkAction, cancelOrDeleteBillsBulkAction, submitDraftBillsBulkAction, autoReviewPendingApprovalBills, incrementBulkActionProcessedCount, getBillsBulkOperationProgress, clearBillPayBulkActionView, isBillConditionallyValid, getRemisBulkReviewView, getRemisBulkOperationProgress, updateRemisBulkActionList, removeRemiFromBulkActionList, clearAllRemisFromBulkActionList, reviewDraftRemisBulkAction, approveOrRejectRemisBulkAction, cancelOrDeleteRemisBulkAction, submitDraftRemisBulkAction, autoReviewPendingApprovalRemis, clearRemiBulkActionView, incrementRemiBulkActionProcessedCount, updateOutsideZeniPaymentLocalData, discardOutsideZeniPaymentLocalData, checkIfCreatorIsApprover, };
 export { getClassList, fetchClassList, getProjectList, fetchProjectList, };
 export { fetchBillList, fetchBillListPerTab, updateTab, updateSubTab, updateSelectedBillId, updateBillDetailSaveBillCode, fetchVendorByNameAndParseInvoice, saveBillUpdatesToLocalStore, discardBillUpdatesInLocalStore, saveBillDetail, approveOrRejectBill, updateApprovalStatusOnSuccess, deleteBill, cancelAndDeleteBill, retryOrRefundBill, getBillList, getBillDownloadList, getBillDetailView, checkApproveRejectBtnShowForBill, getBillTransactionDetailKey, fetchBillDetail, fetchEditBillDetailPage, fetchAndUpdateVendorRecommendations, fetchDuplicateBill, clearBillPayReview, getEditBillDetail, getReviewPageBillDetail, fetchBillAndInitializeLocalStore, updateShowAutofill, saveVendorSuccessOrFailure, updateBillListUIState, BILL_PAY_FILTER_CATEGORIES, updateVendorDetailLocalData, resetVendorDetailLocalData, resetVendorSaveStatus, updateContactsInVendorDetailLocalData, updateVendorTabDetailUIState, updateContactsInVendorTabDetailLocalData, updateBillUploadFetchState, updateBillListSearchResult, fetchUserDetails, verifyUser, updateVendorContact, toPaymentToOption, convertAmountToHomeCurrency, fetchVendorAndUpdateBillLocalData, markBillForRetry, updateWithdrawFromAccountId, removeBillFileFromLocalStore, replaceBillFileInLocalStore, updateShouldReplaceBillData, };
-export { hideCreatedByFilter, TRANSACTION_FILTER_CATEGORIES, };
+export { hideCreatedByFilter, };
+// Transaction Categorization filter API — lives under Expense Automation,
+// not Spend Management. Kept in a separate re-export block to make the
+// separation visible at the barrel level.
+export { TRANSACTION_FILTER_CATEGORIES, applyTransactionFilters, };
 export { fetchBillPaySetupView, fetchZeniAccountSetupView, enableSetup, getPaymentAccounts, getPlaidLinkToken, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData, updateBusinessVerificationDetails, updatePaymentAccount, updatePaymentAccountLoginStatus, updatePaymentAccountStatus, establishPlaidConnection, updateMappedCashAccount, updatePrimaryFundingAccount, acceptBillPayTerms, acceptZeniAccountTerms, acceptBillPayUpdatedTerms, saveSetupViewDataInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, saveIndustryAndIncDateInLocalStore, clearSetupViewDataInLocalStore, clearBillPaySetupView, clearZeniAccountSetupView, sendOtp, resendOtp, verifyOtp, getBillPaySetupViewDetails, getPlaidAccountDetails, getZeniAccountSetupViewDetails, getBusinessVerificationDetails, getBillPayBusinessVerificationDetails, getZeniAccountBusinessVerificationDetails, getTreasuryBusinessVerificationDetails, getCommonSetupViewDetails, getTwoFactorAuthenticationView, getTwoFactorAuthenticationViewForCardUserOnboarding, getTwoFactorAuthenticationViewForChargeCardHolder, };
 export { getApprovalRuleViewDetails, getBankConnectionsSetupViewDetails, getIntegrationsView, };
 export { fetchUserFinancialAccount };

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

@@ -4,7 +4,7 @@ import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, } from '../../../entity/tenant/tenantSelector';
 import { getTransactionWithCOT } from '../../../entity/transaction/transactionHelper';
 import { getSupportedTransactionsByIds } from '../../../entity/transaction/transactionSelector';
-import { applyAdvancedFiltersOnList, } from '../../spendManagement/spendManagementFilterHelpers';
+import { applyTransactionFilters, } from '../transactionFilterHelpers';
 import { getAccountList, getNestedAccountListHierarchy, getUncategorizedAccounts, } from '../../accountList/accountListSelector';
 import { getClassList, getNestedClassListHierarchy, } from '../../classList/classListSelector';
 import { getProjectList } from '../../projectList/projectListSelector';
@@ -66,8 +66,9 @@ export function getExpenseAutomationTransactionView(state) {
         const localData = transactionLocalDataMap.get(transaction.id);
         return toTransactionView(transaction, localData);
     });
-    // Apply advanced filters if they exist
-    const filteredTransactionViews = applyAdvancedFiltersOnList('transaction_categorization', transactionViews, filters);
+    // Apply TC-specific filters (lives under expenseAutomationView, independent
+    // of the Spend Management filter pipeline).
+    const filteredTransactionViews = applyTransactionFilters(transactionViews, filters);
     // Convert back to TransactionWithCOT for return
     const filteredTransactionsWithCOT = filteredTransactionViews.map((view) => view.transaction);
     // Get transactionLocalData for filtered transactions

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

@@ -0,0 +1,186 @@
+export const 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' },
+];
+/**
+ * Resolve the comparable value for a transaction against a given filter field.
+ * Returns undefined when the transaction doesn't carry the field — callers
+ * decide whether absence counts as a match (for 'not-equal' it does).
+ */
+const getCategoryValueForTransaction = (key, transaction) => {
+    switch (key) {
+        case 'amount': {
+            // Prefer transactionLocalData line items (sum). Fall back to lines on
+            // the transaction itself. Final fallback: transaction-level amount.
+            const localDataForAmount = transaction.transactionLocalData?.transactionReviewLocalData;
+            if (localDataForAmount?.lineItemById) {
+                const lineItems = Object.values(localDataForAmount.lineItemById);
+                if (lineItems.length > 0) {
+                    return lineItems.reduce((sum, lineItem) => sum + (lineItem.amount?.amount ?? 0), 0);
+                }
+            }
+            if (transaction.transaction.lines &&
+                transaction.transaction.lines.length > 0) {
+                return transaction.transaction.lines.reduce((sum, line) => sum + (line.amount?.amount ?? 0), 0);
+            }
+            return transaction.amount.amount;
+        }
+        case 'payee': {
+            if (transaction.vendorName) {
+                return transaction.vendorName;
+            }
+            if (transaction.customerName) {
+                return transaction.customerName;
+            }
+            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': {
+            // Match what TransactionCategorizationListRow renders for the cell.
+            return transaction.transaction.account?.accountName;
+        }
+        case 'payment_account_type': {
+            // Raw `paymentType` enum ("credit_card" / "check" / "cash"). Dropdown
+            // option values use the same enum; row uses `paymentTypeName` for the
+            // human label.
+            return transaction.transaction.paymentType;
+        }
+        case 'category': {
+            const localDataForCategory = transaction.transactionLocalData?.transactionReviewLocalData;
+            if (localDataForCategory) {
+                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;
+                }
+            }
+            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': {
+            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;
+    }
+};
+/**
+ * TC-only amount matcher. Supports all five operators TC defines, including
+ * the legacy "1000<->5000" range-string form (kept for backward compatibility
+ * with persisted filter state that may still contain that encoding).
+ */
+const matchAmount = (amount, category) => {
+    const op = category.matchingOperator;
+    const values = category.values;
+    let matched = false;
+    if (op === 'inBetween') {
+        if (values.length >= 2) {
+            const min = Number(values[0]);
+            const max = Number(values[1]);
+            matched = amount >= min && amount <= max;
+        }
+    }
+    else if (op === 'lessThan') {
+        if (values.length >= 1) {
+            matched = amount < Number(values[0]);
+        }
+    }
+    else if (op === 'greaterThan') {
+        if (values.length >= 1) {
+            matched = amount > Number(values[0]);
+        }
+    }
+    else if (op === 'equal' &&
+        values.length === 1 &&
+        String(values[0]).includes('<->')) {
+        // Backward compatibility: ["1000<->5000"] with matchingOperator "equal".
+        const parts = String(values[0]).split('<->');
+        matched =
+            amount >= Number(parts[0] ?? '') && amount <= Number(parts[1] ?? '');
+    }
+    else if (op === 'equal' && values.length === 1) {
+        matched = amount === Number(values[0]);
+    }
+    return op === 'not-equal' ? !matched : matched;
+};
+const transactionMatchesCategory = (transaction, category) => {
+    const value = getCategoryValueForTransaction(category.field, transaction);
+    if (value == null) {
+        // Absent values count as a match only under 'not-equal'.
+        return category.matchingOperator === 'not-equal';
+    }
+    if (category.field === 'amount') {
+        return matchAmount(Number(value), category);
+    }
+    const valueStr = value.toString();
+    const valueInList = category.values.some((v) => v.toString() === valueStr);
+    return category.matchingOperator === 'not-equal' ? !valueInList : valueInList;
+};
+/**
+ * TC-only equivalent of `applyAdvancedFiltersOnList`. Filters a list of
+ * `TransactionView` items against a `TransactionFilters` object using the
+ * AND/OR combination semantics from `categoryCombinationOperator`.
+ *
+ * Independent of `view/spendManagement` — keeps the TC filter pipeline cleanly
+ * inside the Expense Automation feature group.
+ */
+export const applyTransactionFilters = (transactions, filters) => {
+    if (filters?.categories == null || filters.categories.length === 0) {
+        return transactions;
+    }
+    const activeCategories = filters.categories.filter((c) => c.field != null && c.values.length > 0);
+    if (activeCategories.length === 0) {
+        return transactions;
+    }
+    const op = filters.categoryCombinationOperator;
+    return transactions.filter((txn) => {
+        if (op === 'AND') {
+            return activeCategories.every((cat) => transactionMatchesCategory(txn, cat));
+        }
+        return activeCategories.some((cat) => transactionMatchesCategory(txn, cat));
+    });
+};

package/lib/esm/view/spendManagement/spendManagementFilterHelpers.js

@@ -7,81 +7,30 @@ import { ALL_BILL_TABS, getBillListKey, } from './billPay/billList/billListState
 import { getActualPaymentDate } from './helpers';
 import { getApproversOrRejectors as getApproversOrRejectorsForReimbursement, } from './reimbursement/remiListView/remiListSelector';
 import { ALL_REMI_TABS, getRemiListKey, } from './reimbursement/remiListView/remiListState';
-export const 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.
+// Spend Management uses only equal/not-equal — TC amount operators
+// (inBetween, lessThan, greaterThan) live in the TC filter pipeline.
 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
@@ -166,11 +115,7 @@ export const applyAdvancedFiltersOnList = (entity, allItems, filters, filteredIt
                 ? 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;
@@ -291,119 +236,6 @@ 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': {
-            // 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': {
-            // 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 emit
-            // as `value`. Display labels come from each account's `paymentTypeName`
-            // field (populated by mapAccountBasePayloadToAccountBase from the backend
-            // payload) — no client-side label map required.
-            return transaction.transaction.paymentType;
-        }
-        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/lib/index.d.ts

@@ -503,7 +503,8 @@ import { RemiBusinessVerificationDetails, RemiSetupView, getRemiBusinessVerifica
 import { MileageDenomination, MileageDetailsLocalData, RemiSetupViewLocalData, RemiSetupViewState } from './view/spendManagement/reimbursement/remiSetupView/remiSetupViewState';
 import { approveOrRejectRemisBulkAction, autoReviewPendingApprovalRemis, cancelOrDeleteRemisBulkAction, clearAllRemisFromBulkActionList, clearRemiBulkActionView, incrementRemiBulkActionProcessedCount, removeRemiFromBulkActionList, reviewDraftRemisBulkAction, submitDraftRemisBulkAction, updateRemisBulkActionList } from './view/spendManagement/reimbursement/remisBulkActionView/remisBulkActionViewReducer';
 import { RemisBulkReviewView, getRemisBulkOperationProgress, getRemisBulkReviewView } from './view/spendManagement/reimbursement/remisBulkActionView/remisBulkActionViewSelector';
-import { BillPayFilterCategoryDropdownOption, CategoryCombinationOperator, FilterCategoryType, MatchingOperatorDropdownOption, ReimbursementFilterCategoryDropdownOption, SpendManagementFilterCategoryDropdownOption, SpendManagementFilterEntityType, SpendManagementFiltersType, TRANSACTION_FILTER_CATEGORIES, TaskFilterCategoryDropdownOption, TransactionFilterCategory, TransactionFilterCategoryDropdownOption, TransactionFilterCategoryField, TransactionFilterEntityType, TransactionFilters, hideCreatedByFilter } from './view/spendManagement/spendManagementFilterHelpers';
+import { BillPayFilterCategoryDropdownOption, CategoryCombinationOperator, FilterCategoryType, MatchingOperatorDropdownOption, ReimbursementFilterCategoryDropdownOption, SpendManagementFilterCategoryDropdownOption, SpendManagementFilterEntityType, SpendManagementFiltersType, TaskFilterCategoryDropdownOption, hideCreatedByFilter } from './view/spendManagement/spendManagementFilterHelpers';
+import { TRANSACTION_FILTER_CATEGORIES, TransactionFilterCategory, TransactionFilterCategoryDropdownOption, TransactionFilterCategoryField, TransactionFilterEntityType, TransactionFilters, applyTransactionFilters } from './view/expenseAutomationView/transactionFilterHelpers';
 import { acceptTreasuryTerms, clearTreasurySetupView, fetchPortfolioAllocation, fetchTreasuryFunds, fetchTreasurySetupView, updateFundAllocationLocalData, updatePortfolioAllocation, updateTreasuryVideoViewed } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewReducer';
 import { TreasuryBusinessVerificationDetails, TreasurySetupView, getTreasuryBusinessVerificationDetails, getTreasurySetupViewDetails } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewSelector';
 import { FundAllocationOption, FundComposition, FundData, getTreasuryFundsMaximumYield } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewState';
@@ -793,7 +794,8 @@ export { BillTransaction, BillPayInfo, BillStage, BillStageCodeType, BillTransac
 export { MilageReimbursementLine, OutofPocketReimbursementLine, ReimbursementLine, ReimbursementTypeCode, Reimbursement, RemiTabType, toRemiSubTabType, toRemiSubTabTypeStrict, toRemiTabType, toRemiTabTypeStrict, toReimbursementTypeCode, RemiSubTabType, ReimbursementViewSortKey, RemiListUIState, RemiListReport, RemiListDownloadReport, ReimbursementView, ReimbursementFilters, ReimbursementFilterCategory, RemiListViewFilterCategoryField, getRemiList, getRemiDownloadList, fetchRemiList, fetchRemiListPerTab, updateRemiListTab, updateRemiListSubTab, updateRemiDetailSaveRemiCode, updateRemiListUIState, updateRemiListSearchResult, updateBillListFilterResult, updateRemiListFilterResult, REIMBURSEMENT_FILTER_CATEGORIES, REIMBURSEMENT_FILTER_CATEGORIES_RESTRICTED, updateRemiListDownloadUIState, updateBillListDownloadUIState, updateBillsBulkActionList, removeBillFromBulkActionList, clearAllBillsFromBulkActionList, getBillsBulkReviewView, BillsBulkReviewView, validateBillsBulkAction, approveOrRejectBillsBulkAction, cancelOrDeleteBillsBulkAction, submitDraftBillsBulkAction, autoReviewPendingApprovalBills, incrementBulkActionProcessedCount, getBillsBulkOperationProgress, BulkOperationProgress, clearBillPayBulkActionView, isBillConditionallyValid, getRemisBulkReviewView, RemisBulkReviewView, getRemisBulkOperationProgress, updateRemisBulkActionList, removeRemiFromBulkActionList, clearAllRemisFromBulkActionList, reviewDraftRemisBulkAction, approveOrRejectRemisBulkAction, cancelOrDeleteRemisBulkAction, submitDraftRemisBulkAction, autoReviewPendingApprovalRemis, clearRemiBulkActionView, incrementRemiBulkActionProcessedCount, RemiBulkSelectExceptionInfoType, OutsideZeniPaymentLocalData, updateOutsideZeniPaymentLocalData, discardOutsideZeniPaymentLocalData, checkIfCreatorIsApprover, };
 export { AccountListSelectorView, ClassListSelectorView, getClassList, fetchClassList, ProjectListSelectorView, getProjectList, fetchProjectList, };
 export { BillTab, BillsSubTabType, SaveBillStageCode, BillPayReviewSelectorView, DuplicateBillsSelectorView, EditBillDetailSelectorView, LineItemRecommendationsLocalData, EditBillInitialDetails, BillableStatus, PaymentDetailsSection, BillListReport, BillListDownloadReport, WhatForSection, fetchBillList, fetchBillListPerTab, updateTab, updateSubTab, updateSelectedBillId, updateBillDetailSaveBillCode, fetchVendorByNameAndParseInvoice, saveBillUpdatesToLocalStore, discardBillUpdatesInLocalStore, saveBillDetail, approveOrRejectBill, updateApprovalStatusOnSuccess, deleteBill, cancelAndDeleteBill, retryOrRefundBill, getBillList, getBillDownloadList, BillDetailViewSelector, ActorActivityWithUser, BillActivity, StepWithStatus, getBillDetailView, checkApproveRejectBtnShowForBill, BillDetailView, getBillTransactionDetailKey, fetchBillDetail, fetchEditBillDetailPage, fetchAndUpdateVendorRecommendations, fetchDuplicateBill, clearBillPayReview, EditBillDetail, EditBillDetailViewState, getEditBillDetail, getReviewPageBillDetail, BillDetailLocalData, PaymentDetailsSectionView, fetchBillAndInitializeLocalStore, updateShowAutofill, saveVendorSuccessOrFailure, BillPaymentStatus, BillPaymentStatusCodeType, BillPaymentRefundStatus, BillPaymentRefundStatusCodeType, BillStatus, BillStatusCodeType, BillApprovalType, updateBillListUIState, BillListUIState, BillPayViewSortKey, BillPayFilters, BillPayFilterCategory, BillListViewFilterCategoryField, BILL_PAY_FILTER_CATEGORIES, updateVendorDetailLocalData, resetVendorDetailLocalData, resetVendorSaveStatus, updateContactsInVendorDetailLocalData, updateVendorTabDetailUIState, updateContactsInVendorTabDetailLocalData, updateBillUploadFetchState, updateBillListSearchResult, fetchUserDetails, verifyUser, updateVendorContact, PaymentToOption, toPaymentToOption, convertAmountToHomeCurrency, RecurringBillInstance, RecurringBillConfigLocalData, EditRecurringBillType, fetchVendorAndUpdateBillLocalData, markBillForRetry, updateWithdrawFromAccountId, removeBillFileFromLocalStore, replaceBillFileInLocalStore, updateShouldReplaceBillData, };
-export { SpendManagementFiltersType, SpendManagementFilterEntityType, FilterCategoryType, BillPayFilterCategoryDropdownOption, ReimbursementFilterCategoryDropdownOption, TaskFilterCategoryDropdownOption, SpendManagementFilterCategoryDropdownOption, MatchingOperatorDropdownOption, CategoryCombinationOperator, hideCreatedByFilter, TRANSACTION_FILTER_CATEGORIES, TransactionFilterCategory, TransactionFilterCategoryDropdownOption, TransactionFilterCategoryField, TransactionFilterEntityType, TransactionFilters, };
+export { SpendManagementFiltersType, SpendManagementFilterEntityType, FilterCategoryType, BillPayFilterCategoryDropdownOption, ReimbursementFilterCategoryDropdownOption, TaskFilterCategoryDropdownOption, SpendManagementFilterCategoryDropdownOption, MatchingOperatorDropdownOption, CategoryCombinationOperator, hideCreatedByFilter, };
+export { TRANSACTION_FILTER_CATEGORIES, TransactionFilterCategory, TransactionFilterCategoryDropdownOption, TransactionFilterCategoryField, TransactionFilterEntityType, TransactionFilters, applyTransactionFilters, };
 export { BillPaySetupViewState, ZeniAccountSetupViewState, BillPaySetupViewLocalData, ZeniAccountSetupViewLocalData, PlaidAccountState, fetchBillPaySetupView, fetchZeniAccountSetupView, enableSetup, getPaymentAccounts, getPlaidLinkToken, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData, updateBusinessVerificationDetails, updatePaymentAccount, updatePaymentAccountLoginStatus, updatePaymentAccountStatus, establishPlaidConnection, updateMappedCashAccount, updatePrimaryFundingAccount, acceptBillPayTerms, acceptZeniAccountTerms, acceptBillPayUpdatedTerms, saveSetupViewDataInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, saveIndustryAndIncDateInLocalStore, clearSetupViewDataInLocalStore, clearBillPaySetupView, clearZeniAccountSetupView, sendOtp, resendOtp, verifyOtp, CompanyDetails, CompanyOfficersDetails, BillPaySetupView, ZeniAccountSetupView, BillPayBusinessVerificationDetails, ZeniAccountBusinessVerificationDetails, TreasuryBusinessVerificationDetails, SetupViewState, SetupViewLocalData, SetupView, BusinessVerificationDetails, getBillPaySetupViewDetails, getPlaidAccountDetails, getZeniAccountSetupViewDetails, getBusinessVerificationDetails, getBillPayBusinessVerificationDetails, getZeniAccountBusinessVerificationDetails, getTreasuryBusinessVerificationDetails, getCommonSetupViewDetails, PlaidConnectionDetails, PlaidLinkTokenType, PlaidAccountKeyType, Token, FundingAccount, getTwoFactorAuthenticationView, getTwoFactorAuthenticationViewForCardUserOnboarding, getTwoFactorAuthenticationViewForChargeCardHolder, TwoFactorAuthenticationView, };
 export { BankConnectionsSetupView, IntegrationsView, getApprovalRuleViewDetails, getBankConnectionsSetupViewDetails, getIntegrationsView, };
 export { fetchUserFinancialAccount };