@zeniai/client-epic-state 5.0.64-beta3ND → 5.0.64-betaAR1

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Files changed (55) hide show
  1. package/lib/entity/account/accountSelector.d.ts +20 -1
  2. package/lib/entity/account/accountSelector.js +35 -1
  3. package/lib/entity/account/accountState.d.ts +5 -0
  4. package/lib/entity/account/accountState.js +11 -4
  5. package/lib/entity/class/classSelector.d.ts +5 -0
  6. package/lib/entity/class/classSelector.js +8 -0
  7. package/lib/epic.d.ts +1 -3
  8. package/lib/epic.js +1 -3
  9. package/lib/esm/entity/account/accountSelector.js +33 -1
  10. package/lib/esm/entity/account/accountState.js +7 -1
  11. package/lib/esm/entity/class/classSelector.js +7 -0
  12. package/lib/esm/epic.js +1 -3
  13. package/lib/esm/index.js +14 -10
  14. package/lib/esm/view/expenseAutomationView/reducers/transactionsViewReducer.js +11 -1
  15. package/lib/esm/view/expenseAutomationView/selectors/transactionCategorizationSelector.js +58 -8
  16. package/lib/esm/view/expenseAutomationView/transactionFilterHelpers.js +186 -0
  17. package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewReducer.js +50 -61
  18. package/lib/esm/view/spendManagement/commonSetup/setupViewReducer.js +52 -71
  19. package/lib/esm/view/spendManagement/commonSetup/setupViewSelector.js +0 -2
  20. package/lib/esm/view/spendManagement/spendManagementFilterHelpers.js +2 -0
  21. package/lib/index.d.ts +11 -12
  22. package/lib/index.js +41 -44
  23. package/lib/tsconfig.typecheck.tsbuildinfo +1 -1
  24. package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts +5 -1
  25. package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.js +12 -2
  26. package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.d.ts +4 -1
  27. package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.js +60 -8
  28. package/lib/view/expenseAutomationView/transactionFilterHelpers.d.ts +65 -0
  29. package/lib/view/expenseAutomationView/transactionFilterHelpers.js +190 -0
  30. package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts +2 -0
  31. package/lib/view/onboardingView/customerView/onboardingCustomerViewReducer.d.ts +2 -25
  32. package/lib/view/onboardingView/customerView/onboardingCustomerViewReducer.js +51 -62
  33. package/lib/view/onboardingView/customerView/onboardingCustomerViewState.d.ts +0 -10
  34. package/lib/view/spendManagement/commonSetup/setupViewReducer.d.ts +2 -24
  35. package/lib/view/spendManagement/commonSetup/setupViewReducer.js +53 -72
  36. package/lib/view/spendManagement/commonSetup/setupViewSelector.d.ts +0 -4
  37. package/lib/view/spendManagement/commonSetup/setupViewSelector.js +0 -2
  38. package/lib/view/spendManagement/commonSetup/setupViewState.d.ts +0 -12
  39. package/lib/view/spendManagement/spendManagementFilterHelpers.js +2 -0
  40. package/package.json +3 -6
  41. package/lib/esm/view/spendManagement/commonSetup/epic/setup/parseUploadedKybDocumentEpic.js +0 -49
  42. package/lib/esm/view/spendManagement/commonSetup/epic/setup/parseUploadedKycDocumentEpic.js +0 -58
  43. package/lib/esm/view/spendManagement/commonSetup/kycKybAutofillActions.js +0 -12
  44. package/lib/esm/view/spendManagement/commonSetup/kycKybParseMapper.js +0 -205
  45. package/lib/esm/view/spendManagement/commonSetup/types/kycKybAutofill.js +0 -28
  46. package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKybDocumentEpic.d.ts +0 -8
  47. package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKybDocumentEpic.js +0 -53
  48. package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKycDocumentEpic.d.ts +0 -8
  49. package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKycDocumentEpic.js +0 -62
  50. package/lib/view/spendManagement/commonSetup/kycKybAutofillActions.d.ts +0 -27
  51. package/lib/view/spendManagement/commonSetup/kycKybAutofillActions.js +0 -15
  52. package/lib/view/spendManagement/commonSetup/kycKybParseMapper.d.ts +0 -24
  53. package/lib/view/spendManagement/commonSetup/kycKybParseMapper.js +0 -213
  54. package/lib/view/spendManagement/commonSetup/types/kycKybAutofill.d.ts +0 -125
  55. package/lib/view/spendManagement/commonSetup/types/kycKybAutofill.js +0 -32
package/lib/esm/epic.js CHANGED
@@ -420,8 +420,6 @@ import { fetchEntityHistoryEpic, } from './view/spendManagement/commonHistoryVie
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  import { enableSetupEpic, } from './view/spendManagement/commonSetup/epic/setup/enableSetupEpic';
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  import { updateBusinessVerificationDetailsEpic, } from './view/spendManagement/commonSetup/epic/setup/updateBusinessVerificationDetailsEpic';
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  import { updateSetupViewLocalStoreDataEpic, } from './view/spendManagement/commonSetup/epic/setup/updateSetupViewLocalStoreDataEpic';
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- import { parseUploadedKycDocumentEpic, } from './view/spendManagement/commonSetup/epic/setup/parseUploadedKycDocumentEpic';
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- import { parseUploadedKybDocumentEpic, } from './view/spendManagement/commonSetup/epic/setup/parseUploadedKybDocumentEpic';
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  import { fetchMerchantListEpic, } from './view/spendManagement/merchantList/fetchMerchantListEpic';
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  import { getPaymentAccountsEpic, } from './view/spendManagement/plaidAccount/epic/paymentAccounts/getPaymentAccountsEpic';
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  import { updateMappedCashAccountEpic, } from './view/spendManagement/plaidAccount/epic/paymentAccounts/updateMappedCashAccountEpic';
@@ -580,7 +578,7 @@ import { fetchZeniAccStatementPageEpic, } from './view/zeniAccStatementList/fetc
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  import { fetchZeniAccountsPromoCardEpic, } from './view/zeniAccountsPromoCard/zeniAccountsPromoCardEpic';
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  import { approveOAuthConsentEpic, } from './view/zeniOAuthView/epics/approveOAuthConsentEpic';
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  // Note: Please maintain strict alphabetical order
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- const combinedEpics = combineEpics(acceptBillPayTermsEpic, acceptBillPayUpdatedTermsEpic, acceptChargeCardTermsEpic, acceptEmployeeRemiTermsEpic, acceptMasterTOSEpic, acceptRemiTermsEpic, acceptTreasuryTermsEpic, acceptZeniAccountTermsEpic, addCardPaymentSourceEpic, approveOAuthConsentEpic, approveOrRejectBillEpic, approveOrRejectBillsBulkActionEpic, approveOrRejectRemiEpic, approveOrRejectRemisBulkActionEpic, approveVendorGlobalReviewEpic, archiveTaskEpic, backgroundRefetchReviewTabEpic, bulkUpdateTaskListEpic, cancelAiAccountantOnboardingEpic, cancelAndDeleteBillEpic, cancelAndDeleteRemiEpic, cancelOrDeleteBillsBulkActionEpic, cancelOrDeleteRemisBulkActionEpic, cancelScheduleAccruedJournalEntryEpic, changeZeniPersonRolesEpic, checkDepositEpic, clearAllEpic, closeChargeCardEpic, closeChargeCardsEpic, companyManagementSavePendingUpdatesEpic, companyManagementSaveUpdatesEpic, confirmCardSetupIntentEpic, convertAmountToHomeCurrencyEpic, createAddressEpic, createAutoTransferRuleEpic, createBankAccountEpic, createCardSetupIntentEpic, createCheckingAccountEpic, createCompanyAddressEpic, createCompanyOfficersEpic, createCompanyUserAddressEpic, createGlobalMerchantEpic, createInternationalBankAccountEpic, createNewSchedulesAccruedEpic, createNewSchedulesEpic, createNewTaskGroupEpic, createPaymentInstrumentEpic, createSessionAndSubmitEpic, createSessionEpic, createTagEpic, createTaskFromTaskGroupTemplateEpic, createUserBankAccountEpic, deleteAccountStatementEpic, deleteAutoTransferRuleEpic, excludeAccountFromReconciliationEpic, includeAccountInReconciliationEpic, deleteBankAccountEpic, deleteBillEpic, deleteChatSessionEpic, deleteConnectionEpic, deleteBillPayApprovalRuleEpic, deleteFileEpic, deleteFileListEpic, deleteInternationalBankAccountEpic, deletePaymentInstrumentEpic, deletePersonEpic, deleteRemiApprovalRuleEpic, deleteRemiEpic, deleteScheduleAccruedDetailEpic, deleteScheduleDetailEpic, deleteTagEpic, deleteTaskEpic, snoozeTaskEpic, unsnoozeTaskEpic, deleteTaskGroupEpic, deleteTransactionAttachmentEpic, deleteUserBankAccountEpic, doMagicLinkSignInEpic, doSignInEpic, doSignOutEpic, sendEmailMagicLinkToUserEpic, sessionHeartbeatEpic, verifyDeviceWithTwoFAEpic, downloadAccountingProviderAttachmentEpic, dragNDropTasksEpic, enableChargeCardAutoPayEpic, enableSetupEpic, establishOnboardingPlaidConnectionEpic, establishPlaidConnectionEpic, expressInterestChargeCardEpic, fetchAccountListEpic, fetchAccountListForAccountTypesEpic, fetchAccountSettingsListForAccountTypesEpic, fetchAccruedScheduleListEpic, fetchActiveTenantEpic, fetchAddressEpic, fetchAiAccountantCustomersEpic, fetchAiAccountantJobsEpic, fetchAllCockpitViewsEpic, fetchAllExpenseAutomationTabsEpic, fetchAllPeopleRequiredViewsEpic, fetchAllTagsEpic, fetchAllTaskGroupsEpic, fetchAllTenantsEpic, fetchAndUpdateVendorRecommendationsEpic, fetchAggregatedReportEpic, fetchApAgingDetailEpic, fetchApAgingEpic, fetchArAgingDetailEpic, fetchArAgingEpic, fetchAuditReportGroupViewEpic, fetchAuditRuleGroupViewEpic, fetchAutoTransferReviewDetailEpic, fetchAutoTransferRuleHistoryEpic, fetchAutoTransferRulesEpic, fetchBalanceSheetEpic, fetchBalanceSheetForTimeframeEpic, fetchBankAccountsListEpic, fetchBankConnectionsViewEpic, fetchBankCountryNameByIbanEpic, fetchBankNameByRoutingEpic, fetchBankNameBySwiftEpic, fetchBillAndInitializeLocalStoreEpic, fetchBillDetailEpic, fetchBillingAccountsListEpic, fetchBillListEpic, fetchBillListPerTabEpic, fetchBillPayApproversDetailsEpic, fetchBillPayApproversListEpic, fetchBillPayCardEpic, fetchBillPayConfigEpic, fetchBillPaySetupApproverViewEpic, fetchBillPaySetupViewEpic, fetchCardBalanceEpic, fetchCardProfilesEpic, fetchCashbackDetailEpic, fetchCashBalanceEpic, fetchCashFlowEpic, fetchCashFlowForTimeframeEpic, fetchCashInCashOutEpic, fetchCashPositionEpic, fetchChargeCardConfigEpic, fetchChargeCardDetailEpic, fetchChargeCardDetailPageEpic, fetchChargeCardListEpic, fetchChargeCardListPageEpic, fetchChargeCardPaymentPageEpic, fetchChargeCardRepaymentDetailEpic, fetchChargeCardPaymentHistoryEpic, fetchChargeCardSetupViewEpic, fetchChargeCardStatementListEpic, fetchChargeCardTransactionAttachmentsEpic, fetchChargeCardTransactionListEpic, fetchChargeCardTransactionStatisticsEpic, fetchChargeCardsRecurringExpensesEpic, fetchChatHistoryEpic, fetchChatSessionsForUserEpic, fetchClassListEpic, fetchCollaborationAuthTokenEpic, fetchCompanyBillingAddressEpic, fetchCompanyConfigEpic, fetchCompanyHealthMetricConfigEpic, fetchCompanyHealthMetricViewEpic, fetchCompanyManagementViewEpic, fetchCompanyMetaDataEpic, fetchCompanyMonthEndReportHistoricDataEpic, fetchCompanyMonthEndReportHistoricDatesEpic, fetchCompanyMonthEndReportTemplatesEpic, fetchCompanyMonthEndReportViewEpic, fetchCompanyOnboardingViewEpic, fetchCompanyPassportViewEpic, fetchCompanyPortfolioViewEpic, fetchCompanyTaskManagerViewEpic, fetchTaskManagerMetricsEpic, fetchCreditAccountEpic, fetchCreditAccountRepaymentEpic, fetchCreditAgentAccessEpic, fetchCreditAgentMacroEpic, fetchCurrencyConversionValueEpic, fetchDashboardEpic, fetchDashboardLayoutEpic, fetchDebitCardSummaryEpic, fetchDepositAccountDetailEpic, fetchDepositAccountEpic, fetchDepositAccountHistoryEpic, fetchDepositAccountLimitEpic, fetchDepositAccountListEpic, fetchDepositAccountListForCardsEpic, fetchDepositAccountTransactionListEpic, fetchDownloadSchedulesEpic, fetchDuplicateBillPayReviewEpic, fetchDuplicateReimbursementEpic, fetchEditBillDetailPageEpic, fetchEditRemiDetailPageEpic, fetchEligibleActionsForBillEpic, fetchEntityAutoCompleteEpic, fetchEntityHistoryEpic, fetchEntityRecommendationsByTransactionIdEpic, fetchExcludedResourcesEpic, fetchExpenseAutomationFluxAnalysisViewEpic, fetchExpenseAutomationInitializeTransactionCategorizationViewLocalDataEpic, fetchExpenseAutomationJeSchedulesEpic, fetchExpenseAutomationJESchedulesPageEpic, fetchExpenseAutomationMarkTransactionAsNotMiscategorizedEpic, fetchExpenseAutomationMissingReceiptsEpic, bulkUploadReceiptsEpic, confirmBulkUploadMatchEpic, fetchBulkUploadBatchDetailsEpic, fetchMultipleBatchDetailsEpic, fetchMoreBatchDetailsEpic, fetchBulkUploadBatchesEpic, fetchCompletedTransactionsEpic, refetchCompletedTransactionsOnBulkUploadSortEpic, bulkUploadAutomatchingTimeoutEpic, bulkUploadMatchResultToastEpic, pollBulkUploadBatchStatusEpic, pusherBatchStatusCompletionEpic, restoreBulkUploadAutomatchingOnMountEpic, searchTransactionsForManualMatchEpic, fetchExpenseAutomationReconciliationsViewEpic, fetchExpenseAutomationSaveTransactionCategorizationEpic, fetchExpenseAutomationTransactionCategorizationEpic, fetchExpenseAutomationTransactionCategorizationViewEpic, fetchExpenseAutomationUpdateTransactionCategorizationEpic, fetchExpenseTrendEpic, fetchExpressPayInitialDetailsEpic, fetchExternalConnectionsEpic, fetchFileEpic, fetchFileListEpic, fetchFinanceStatementEpic, fetchForecastListEpic, initiateReportsClassViewRefetchingEpic, reportsResyncEpic, fetchGlobalMerchantAutoCompleteViewEpic, fetchGlobalMerchantRecommendationEpic, fetchIncomeTrendEpic, fetchInsightsCardEpic, fetchInternationalWireDynamicFormEpic, fetchIntlVerificationFormEpic, fetchIssueCardPageEpic, fetchMagicLinkBankNameByRoutingEpic, fetchMagicLinkBankNameBySwiftEpic, fetchMagicLinkBillEpic, fetchMagicLinkTenantEpic, fetchManagementViewEpic, fetchMerchantListEpic, fetchMonthClosePerformanceTrendEpic, fetchMonthEndCloseChecksEpic, fetchMyProfileEpic, fetchMyProfileViewEpic, fetchNetBurnOrIncomeClassesViewEpic, fetchNetBurnOrIncomeEpic, fetchNetBurnOrIncomeForTimeframeClassesViewEpic, fetchNetBurnOrIncomeForTimeframeEpic, fetchNetBurnOrIncomeStoryCardEpic, fetchNetBurnOrIncomeWithForecastEpic, fetchNotificationSettingsEpic, fetchNotificationSettingsViewEpic, fetchNotificationUnreadCountEpic, fetchNotificationViewEpic, fetchRegisteredInterestsEpic, fetchOnboardingCompletedCompaniesEpic, fetchOnboardingCustomerSetupViewEpic, fetchOnboardingCustomerViewEpic, fetchOnboardingViewEpic, fetchOpExByVendorEpic, fetchOpExByVendorReportForTimeframeEpic, fetchOpExByVendorReportSummaryEpic, fetchOpExClassesViewEpic, fetchOpExEpic, fetchOpExForTimeframeClassesViewEpic, fetchOpExReportForTimeframeEpic, fetchOpExWithForecastEpic, fetchOwnerListEpic, fetchParentSubsidiaryManagementViewEpic, fetchPaymentAccountBalanceEpic, fetchPaymentAccountListEpic, fetchPaymentSourcesEpic, fetchPeopleEpic, fetchPeoplePageEpic, fetchPortfolioViewEpic, fetchPreviousBillsEpic, fetchProfitAndLossClassesViewEpic, fetchProfitAndLossEpic, fetchProfitAndLossForTimeframeClassesViewEpic, fetchProfitAndLossForTimeframeProjectViewEpic, fetchProfitAndLossForTimeframeEpic, fetchProfitAndLossProjectViewEpic, fetchProjectListEpic, fetchQBOConnectionPoolEpic, fetchRecommendationByEntityIdEpic, fetchRecommendationByEntityNameEpic, fetchRecommendationForAccountSettingsEpic, fetchRecommendationForAccountTypeEpic, fetchRecommendationsAndUpdateMerchantRecommendationsEpic, fetchRecommendedTransactionRowIndexEpic, fetchReferralsEpic, fetchReimbursementCardEpic, fetchReimbursementConfigEpic, fetchRemiAndInitializeLocalStoreEpic, fetchRemiApproversDetailsEpic, fetchRemiApproversListEpic, fetchRemiDetailEpic, fetchRemiListEpic, fetchRemiListPerTabEpic, fetchRemiSetupApproverViewEpic, fetchRemiSetupViewEpic, fetchRevenueClassesViewEpic, fetchRevenueEpic, fetchRevenueForTimeframeClassesViewEpic, fetchRevenueForTimeframeEpic, fetchRevenueWithForecastEpic, fetchReviewCompanyViewEpic, fetchReviewTransferDetailEpic, fetchRewardsPlanEpic, fetchScheduleAccruedDetailsEpic, fetchScheduleAccruedDetailsPageEpic, fetchScheduleDetailsEpic, fetchScheduleDetailsPageEpic, fetchScheduleListEpic, fetchSchedulesAccountEpic, fetchSubscriptionAddOnsEpic, fetchSubscriptionCouponsEpic, fetchSubscriptionCreateEstimateEpic, fetchSubscriptionDetailsEpic, fetchSubscriptionListEpic, fetchSubscriptionPlansEpic, fetchSubscriptionSummaryForTenantEpic, fetchSubscriptionUpdateEstimateEpic, fetchSubscriptionViewEpic, fetchSuggestedQuestionsEpic, fetchTaskDetailEpic, fetchTaskDetailPageEpic, fetchTaskGroupTemplatesEpic, fetchTaskHistoryEpic, fetchTaskListEpic, fetchTaskListPageEpic, fetchTasksCardEpic, fetchTopExEpic, fetchTransactionActivityLogEpic, fetchTransactionDetailEpic, fetchTransactionListByAccountEpic, fetchTransactionListByClassEpic, fetchTransactionListByProjectEpic, fetchTransactionListByEntityEpic, fetchTransactionsForEntityEpic, fetchTransactionsListByCategoryTypeEpic, fetchTreasuryDetailEpic, fetchTreasuryFundsEpic, fetchTreasuryHistoryEpic, fetchTreasurySetupViewEpic, fetchTreasuryStatementListEpic, fetchTreasuryTaxLetterListEpic, fetchTreasuryTransactionListEpic, updatePortfolioAllocationEpic, fetchPortfolioAllocationEpic, fetchTrendForEntityEpic, fetchUserDetailEpic, fetchUserFinancialAccountEpic, fetchUserListByTypeEpic, fetchUserRoleConfigEpic, fetchVendor1099TypeListEpic, fetchVendorAndUpdateBillLocalDataEpic, fetchVendorByNameAndParseInvoiceEpic, fetchVendorDetailsEpic, fetchVendorEpic, fetchVendorFirstReviewAttachmentsEpic, fetchVendorFirstReviewViewEpic, fetchVendorGlobalReviewViewEpic, fetchVendorsFiling1099AllEpic, fetchVendorsFiling1099DownloadEpic, fetchVendorsFiling1099ListEpic, fetchVendorsListEpic, fetchVendorsTabVendorDetailPageViewEpic, fetchVendorsTabVendorDetailsEpic, fetchVendorsTabVendorEpic, fetchVendorTabViewEpic, fetchVendorTypeListEpic, fetchZeniAccountListEpic, fetchZeniAccountsConfigEpic, fetchZeniAccountSetupViewEpic, fetchZeniAccountsPromoCardEpic, fetchZeniAccStatementListEpic, fetchZeniAccStatementPageEpic, fetchZeniUsersEpic, getOnboardingEmailGroupEpic, getOnboardingPlaidLinkTokenEpic, getPaymentAccountsEpic, getPlaidLinkTokenEpic, ignoreExpenseAutomationJEScheduleEpic, improveUsingZeniGPTEpic, initialiseExpenseAutomationReconciliationLocalDataForSelectedAccountIdEpic, initializeAccountMappingViewEpic, initializeAccountSettingsViewEpic, initializeBillPaySetupApproverViewUpdateDataEpic, initializeBillToLocalStoreEpic, initializeCardUserOnboardingLocalDataEpic, initializeCompanyHealthMetricViewLocalDataEpic, initializeDynamicFormEpic, initializeEditPersonEpic, initializeExpenseAutomationJeScheduleLocalDataEpic, initializeInternationalWireLocalDataEpic, initializeIntlVerificationFormEpic, initializeMyProfileLocalDataEpic, initializeOnboardingCustomerViewUpdateDataEpic, initializeRemiSetupApproverViewUpdateDataEpic, initializeRemiToLocalStoreEpic, initializeScheduleAccruedDetailLocalDataEpic, initializeScheduleDetailLocalDataEpic, initializeSubscriptionLocalDataEpic, initializeTaskToLocalStoreEpic, initializeTransactionDetailLocalDataEpic, initializeVendorAddressEpic, initiateChargeCardRepaymentEpic, invitePeopleEpic, inviteZeniPeopleEpic, issueChargeCardEpic, lockChargeCardEpic, lockChargeCardsEpic, markAsCompleteScheduleDetailEpic, markTransactionAsNotMiscategorizedEpic, notifyMeForFeatureEpic, parallelFetchAccountTransactionListEpic, parallelFetchClassTransactionListEpic, parallelFetchProjectTransactionListEpic, parallelFetchEntityTransactionListEpic, parallelFetchTransactionListByCategoryTypeEpic, parseInvoiceToBillEpic, parseReceiptsToRemiEpic, peopleSaveUpdatesEpic, pushToastNotificationEpic, refreshExpenseAutomationCurrentTabEpic, refreshIntegrationsDataEpic, rejectVendorGlobalReviewEpic, resendCardInviteEpic, resendInviteEpic, resendOtpEpic, resendVerifyDeviceOTPEpic, resendReferralInviteEpic, resetTransactionVendorLocalDataEpic, resetVendorDetailLocalDataEpic, resetVendorsTabVendorDetailLocalDataEpic, retryBankAccountConnectionEpic, retryBankAccountConnectionForOnboardingEpic, retryExpenseAutomationJEScheduleEpic, retryOrRefundBillEpic, validateBillsBulkActionEpic, reviewDraftRemisBulkActionEpic, reviewExpenseAutomationFluxAnalysisViewEpic, revokeCardInviteEpic, revokeChargeCardsInviteEpic, saveAccountMappingViewEpic, saveAccountSettingsViewEpic, saveAPIKeyConnectionEpic, saveBillDetailEpic, saveBillPaySetupApproverViewUpdatesEpic, saveCardOnboardingUserDetailsEpic, saveCompanyBillingAddressEpic, saveCompanyHealthMetricByIdEpic, saveCompanyMonthEndReportEpic, saveCompanyPassportDetailsEpic, saveConnectorCredentialsEpic, saveCreditAgentMacroEpic, saveExpenseAutomationReconciliationDetailsEpic, saveExpenseAutomationReconciliationReviewEpic, saveExternalConnectionEpic, saveMagicLinkBankAccountEpic, saveNewAddressEpic, saveNotificationSettingsEpic, saveOAuthConnectionEpic, saveOnboardingCustomerCompletedStatusEpic, saveOnboardingCustomerNotesEpic, saveOnboardingCustomerViewUpdatesEpic, saveRealTimeApprovalEpic, saveReasonForAuditRuleEpic, saveRemiDetailEpic, saveRemiSetupApproverViewUpdatesEpic, saveScheduleAccruedDetailsEpic, saveScheduleDetailsEpic, saveSubscriptionNotesUpdatesEpic, saveSubscriptionUpdatesEpic, saveTaskDetailEpic, saveTransactionDetailEpic, saveTransactionVendorEpic, saveVendorDetailsViewEpic, saveVendorEpic, saveVendorFirstReviewViewEpic, saveVendorsTabVendorEpic, scheduleTenantCreditScoreCronEpic, sendCompanyMonthEndReportEpic, sendOnboardingCustomerViewInviteEpic, sendOtpEpic, sendReferralInviteEpic, statementCloseDayEpic, stopSubmitEpic, stopSubmitQuestionEpic, submitDraftBillsBulkActionEpic, submitDraftRemisBulkActionEpic, submitExpressPayEpic, submitIntlVerificationEpic, submitQuestionEpic, toggleReportUIOptionForecastModeEpic, transferMoneyEpic, treasuryTransferMoneyEpic, triggerAiAccountantJobEpic, triggerReviewTabRefetchEpic, unlinkPaymentAccountEpic, unlockChargeCardEpic, unlockChargeCardsEpic, updateAccruedJESchedulesEpic, updateAddressEpic, updateAmountsInScheduleAccruedDetailEpic, updateAmountsInScheduleDetailEpic, updateAutoTransferRuleEpic, updateBusinessVerificationDetailsEpic, updateCardProfileEpic, updateChargeCardDetailEpic, updateChargeCardLimitEpic, updateChargeCardNameEpic, updateChargeCardsLimitEpic, updateAccountingClassesEnabledEpic, updateCompanyDetailsEpic, updateCompanyOfficerEpic, updateCompanyPassportLocalStoreDataEpic, updateDashboardLayoutEpic, updateDebitCardPinAttemptEpic, updateDepositAccountEpic, updateExpenseAutomationReconciliationBalanceLocalDataEpic, updateFileNameEpic, updateFilesMetadataEpic, updateJESchedulesEpic, updateMappedCashAccountEpic, updateMileageDetailsEpic, updateMyProfileEpic, updateNetBurnOrIncomeStoryCardSettingsEpic, updateNotificationViewAllNotificationsStatusEpic, updateNotificationViewNotificationStatusEpic, updateOnboardingCustomerViewCompleteStatusEpic, updateOnboardingCustomerViewDashboardLoadedEpic, updateOnboardingCustomerViewEpic, updateOnboardingCustomerViewLocalStoreDataEpic, updateOnboardingPaymentAccountLoginStatusEpic, updateOnboardingPaymentAccountStatusEpic, updatePaymentAccountEpic, updatePaymentAccountLoginStatusEpic, updatePaymentAccountStatusEpic, updatePhysicalChargeCardAttemptEpic, updatePrimaryContactEpic, updatePrimaryFundingAccountEpic, updateQBOConnectionPoolExternalConnectionEpic, updateReferViewedEpic, updateRemiSetupViewLocalStoreDataEpic, updateReportUIOptionCOABalancesRangeEpic, updateReportUIOptionIsCompareModeEpic, updateReportUIOptionIsCompareModeOnEpic, updateReportUIOptionThisPeriodEpic, updateReportUIOptionTimeFrameEpic, updateSectionAccountsViewEpic, updateSectionClassesViewEpicV2, updateSectionProjectViewEpic, updateSelectedVendorForCreateFlowEpic, updateSetupViewLocalStoreDataEpic, parseUploadedKycDocumentEpic, parseUploadedKybDocumentEpic, updateTaskFromListViewEpic, updateTaskGroupNameEpic, fetchCannedResponsesEpic, saveCannedResponseEpic, deleteCannedResponseEpic, updateTransactionDetailEpic, updateTreasuryVideoViewedEpic, updateVendorContactEpic, uploadAccountStatementEpic, uploadMissingAttachmentSuccessEpic, uploadMissingReceiptSuccessEpic, uploadTransactionReceiptSuccessEpic, vendorFiling1099UploadDetailsSaveEpic, verifyOtpEpic, verifyUserEpic, waitForBillDetailThenInitializeLocalStoreEpic, waitForForecastListThenFetchNetBurnOrIncomeWithForecastEpic, waitForForecastListThenFetchOpExWithForecastEpic, waitForForecastListThenFetchRevenueWithForecastEpic, waitForMerchantRecommendationFetchThenUpdateRecommendationInMerchantEpic, waitForVendorByIdThenSaveBillUpdatetoLocalStoreEpic, waitForVendorByNameThenParsetoLocalStoreEpic, waitForVendorByNameThenUpdateBillDetailEpic, waitForVendorRecommendationFetchThenUpdateRecommendationInBillEpic, wiseRedirectEpic);
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+ const combinedEpics = combineEpics(acceptBillPayTermsEpic, acceptBillPayUpdatedTermsEpic, acceptChargeCardTermsEpic, acceptEmployeeRemiTermsEpic, acceptMasterTOSEpic, acceptRemiTermsEpic, acceptTreasuryTermsEpic, acceptZeniAccountTermsEpic, addCardPaymentSourceEpic, approveOAuthConsentEpic, approveOrRejectBillEpic, approveOrRejectBillsBulkActionEpic, approveOrRejectRemiEpic, approveOrRejectRemisBulkActionEpic, approveVendorGlobalReviewEpic, archiveTaskEpic, backgroundRefetchReviewTabEpic, bulkUpdateTaskListEpic, cancelAiAccountantOnboardingEpic, cancelAndDeleteBillEpic, cancelAndDeleteRemiEpic, cancelOrDeleteBillsBulkActionEpic, cancelOrDeleteRemisBulkActionEpic, cancelScheduleAccruedJournalEntryEpic, changeZeniPersonRolesEpic, checkDepositEpic, clearAllEpic, closeChargeCardEpic, closeChargeCardsEpic, companyManagementSavePendingUpdatesEpic, companyManagementSaveUpdatesEpic, confirmCardSetupIntentEpic, convertAmountToHomeCurrencyEpic, createAddressEpic, createAutoTransferRuleEpic, createBankAccountEpic, createCardSetupIntentEpic, createCheckingAccountEpic, createCompanyAddressEpic, createCompanyOfficersEpic, createCompanyUserAddressEpic, createGlobalMerchantEpic, createInternationalBankAccountEpic, createNewSchedulesAccruedEpic, createNewSchedulesEpic, createNewTaskGroupEpic, createPaymentInstrumentEpic, createSessionAndSubmitEpic, createSessionEpic, createTagEpic, createTaskFromTaskGroupTemplateEpic, createUserBankAccountEpic, deleteAccountStatementEpic, deleteAutoTransferRuleEpic, excludeAccountFromReconciliationEpic, includeAccountInReconciliationEpic, deleteBankAccountEpic, deleteBillEpic, deleteChatSessionEpic, deleteConnectionEpic, deleteBillPayApprovalRuleEpic, deleteFileEpic, deleteFileListEpic, deleteInternationalBankAccountEpic, deletePaymentInstrumentEpic, deletePersonEpic, deleteRemiApprovalRuleEpic, deleteRemiEpic, deleteScheduleAccruedDetailEpic, deleteScheduleDetailEpic, deleteTagEpic, deleteTaskEpic, snoozeTaskEpic, unsnoozeTaskEpic, deleteTaskGroupEpic, deleteTransactionAttachmentEpic, deleteUserBankAccountEpic, doMagicLinkSignInEpic, doSignInEpic, doSignOutEpic, sendEmailMagicLinkToUserEpic, sessionHeartbeatEpic, verifyDeviceWithTwoFAEpic, downloadAccountingProviderAttachmentEpic, dragNDropTasksEpic, enableChargeCardAutoPayEpic, enableSetupEpic, establishOnboardingPlaidConnectionEpic, establishPlaidConnectionEpic, expressInterestChargeCardEpic, fetchAccountListEpic, fetchAccountListForAccountTypesEpic, fetchAccountSettingsListForAccountTypesEpic, fetchAccruedScheduleListEpic, fetchActiveTenantEpic, fetchAddressEpic, fetchAiAccountantCustomersEpic, fetchAiAccountantJobsEpic, fetchAllCockpitViewsEpic, fetchAllExpenseAutomationTabsEpic, fetchAllPeopleRequiredViewsEpic, fetchAllTagsEpic, fetchAllTaskGroupsEpic, fetchAllTenantsEpic, fetchAndUpdateVendorRecommendationsEpic, fetchAggregatedReportEpic, fetchApAgingDetailEpic, fetchApAgingEpic, fetchArAgingDetailEpic, fetchArAgingEpic, fetchAuditReportGroupViewEpic, fetchAuditRuleGroupViewEpic, fetchAutoTransferReviewDetailEpic, fetchAutoTransferRuleHistoryEpic, fetchAutoTransferRulesEpic, fetchBalanceSheetEpic, fetchBalanceSheetForTimeframeEpic, fetchBankAccountsListEpic, fetchBankConnectionsViewEpic, fetchBankCountryNameByIbanEpic, fetchBankNameByRoutingEpic, fetchBankNameBySwiftEpic, fetchBillAndInitializeLocalStoreEpic, fetchBillDetailEpic, fetchBillingAccountsListEpic, fetchBillListEpic, fetchBillListPerTabEpic, fetchBillPayApproversDetailsEpic, fetchBillPayApproversListEpic, fetchBillPayCardEpic, fetchBillPayConfigEpic, fetchBillPaySetupApproverViewEpic, fetchBillPaySetupViewEpic, fetchCardBalanceEpic, fetchCardProfilesEpic, fetchCashbackDetailEpic, fetchCashBalanceEpic, fetchCashFlowEpic, fetchCashFlowForTimeframeEpic, fetchCashInCashOutEpic, fetchCashPositionEpic, fetchChargeCardConfigEpic, fetchChargeCardDetailEpic, fetchChargeCardDetailPageEpic, fetchChargeCardListEpic, fetchChargeCardListPageEpic, fetchChargeCardPaymentPageEpic, fetchChargeCardRepaymentDetailEpic, fetchChargeCardPaymentHistoryEpic, fetchChargeCardSetupViewEpic, fetchChargeCardStatementListEpic, fetchChargeCardTransactionAttachmentsEpic, fetchChargeCardTransactionListEpic, fetchChargeCardTransactionStatisticsEpic, fetchChargeCardsRecurringExpensesEpic, fetchChatHistoryEpic, fetchChatSessionsForUserEpic, fetchClassListEpic, fetchCollaborationAuthTokenEpic, fetchCompanyBillingAddressEpic, fetchCompanyConfigEpic, fetchCompanyHealthMetricConfigEpic, fetchCompanyHealthMetricViewEpic, fetchCompanyManagementViewEpic, fetchCompanyMetaDataEpic, fetchCompanyMonthEndReportHistoricDataEpic, fetchCompanyMonthEndReportHistoricDatesEpic, fetchCompanyMonthEndReportTemplatesEpic, fetchCompanyMonthEndReportViewEpic, fetchCompanyOnboardingViewEpic, fetchCompanyPassportViewEpic, fetchCompanyPortfolioViewEpic, fetchCompanyTaskManagerViewEpic, fetchTaskManagerMetricsEpic, fetchCreditAccountEpic, fetchCreditAccountRepaymentEpic, fetchCreditAgentAccessEpic, fetchCreditAgentMacroEpic, fetchCurrencyConversionValueEpic, fetchDashboardEpic, fetchDashboardLayoutEpic, fetchDebitCardSummaryEpic, fetchDepositAccountDetailEpic, fetchDepositAccountEpic, fetchDepositAccountHistoryEpic, fetchDepositAccountLimitEpic, fetchDepositAccountListEpic, fetchDepositAccountListForCardsEpic, fetchDepositAccountTransactionListEpic, fetchDownloadSchedulesEpic, fetchDuplicateBillPayReviewEpic, fetchDuplicateReimbursementEpic, fetchEditBillDetailPageEpic, fetchEditRemiDetailPageEpic, fetchEligibleActionsForBillEpic, fetchEntityAutoCompleteEpic, fetchEntityHistoryEpic, fetchEntityRecommendationsByTransactionIdEpic, fetchExcludedResourcesEpic, fetchExpenseAutomationFluxAnalysisViewEpic, fetchExpenseAutomationInitializeTransactionCategorizationViewLocalDataEpic, fetchExpenseAutomationJeSchedulesEpic, fetchExpenseAutomationJESchedulesPageEpic, fetchExpenseAutomationMarkTransactionAsNotMiscategorizedEpic, fetchExpenseAutomationMissingReceiptsEpic, bulkUploadReceiptsEpic, confirmBulkUploadMatchEpic, fetchBulkUploadBatchDetailsEpic, fetchMultipleBatchDetailsEpic, fetchMoreBatchDetailsEpic, fetchBulkUploadBatchesEpic, fetchCompletedTransactionsEpic, refetchCompletedTransactionsOnBulkUploadSortEpic, bulkUploadAutomatchingTimeoutEpic, bulkUploadMatchResultToastEpic, pollBulkUploadBatchStatusEpic, pusherBatchStatusCompletionEpic, restoreBulkUploadAutomatchingOnMountEpic, searchTransactionsForManualMatchEpic, fetchExpenseAutomationReconciliationsViewEpic, fetchExpenseAutomationSaveTransactionCategorizationEpic, fetchExpenseAutomationTransactionCategorizationEpic, fetchExpenseAutomationTransactionCategorizationViewEpic, fetchExpenseAutomationUpdateTransactionCategorizationEpic, fetchExpenseTrendEpic, fetchExpressPayInitialDetailsEpic, fetchExternalConnectionsEpic, fetchFileEpic, fetchFileListEpic, fetchFinanceStatementEpic, fetchForecastListEpic, initiateReportsClassViewRefetchingEpic, reportsResyncEpic, fetchGlobalMerchantAutoCompleteViewEpic, fetchGlobalMerchantRecommendationEpic, fetchIncomeTrendEpic, fetchInsightsCardEpic, fetchInternationalWireDynamicFormEpic, fetchIntlVerificationFormEpic, fetchIssueCardPageEpic, fetchMagicLinkBankNameByRoutingEpic, fetchMagicLinkBankNameBySwiftEpic, fetchMagicLinkBillEpic, fetchMagicLinkTenantEpic, fetchManagementViewEpic, fetchMerchantListEpic, fetchMonthClosePerformanceTrendEpic, fetchMonthEndCloseChecksEpic, fetchMyProfileEpic, fetchMyProfileViewEpic, fetchNetBurnOrIncomeClassesViewEpic, fetchNetBurnOrIncomeEpic, fetchNetBurnOrIncomeForTimeframeClassesViewEpic, fetchNetBurnOrIncomeForTimeframeEpic, fetchNetBurnOrIncomeStoryCardEpic, fetchNetBurnOrIncomeWithForecastEpic, fetchNotificationSettingsEpic, fetchNotificationSettingsViewEpic, fetchNotificationUnreadCountEpic, fetchNotificationViewEpic, fetchRegisteredInterestsEpic, fetchOnboardingCompletedCompaniesEpic, fetchOnboardingCustomerSetupViewEpic, fetchOnboardingCustomerViewEpic, fetchOnboardingViewEpic, fetchOpExByVendorEpic, fetchOpExByVendorReportForTimeframeEpic, fetchOpExByVendorReportSummaryEpic, fetchOpExClassesViewEpic, fetchOpExEpic, fetchOpExForTimeframeClassesViewEpic, fetchOpExReportForTimeframeEpic, fetchOpExWithForecastEpic, fetchOwnerListEpic, fetchParentSubsidiaryManagementViewEpic, fetchPaymentAccountBalanceEpic, fetchPaymentAccountListEpic, fetchPaymentSourcesEpic, fetchPeopleEpic, fetchPeoplePageEpic, fetchPortfolioViewEpic, fetchPreviousBillsEpic, fetchProfitAndLossClassesViewEpic, fetchProfitAndLossEpic, fetchProfitAndLossForTimeframeClassesViewEpic, fetchProfitAndLossForTimeframeProjectViewEpic, fetchProfitAndLossForTimeframeEpic, fetchProfitAndLossProjectViewEpic, fetchProjectListEpic, fetchQBOConnectionPoolEpic, fetchRecommendationByEntityIdEpic, fetchRecommendationByEntityNameEpic, fetchRecommendationForAccountSettingsEpic, fetchRecommendationForAccountTypeEpic, fetchRecommendationsAndUpdateMerchantRecommendationsEpic, fetchRecommendedTransactionRowIndexEpic, fetchReferralsEpic, fetchReimbursementCardEpic, fetchReimbursementConfigEpic, fetchRemiAndInitializeLocalStoreEpic, fetchRemiApproversDetailsEpic, fetchRemiApproversListEpic, fetchRemiDetailEpic, fetchRemiListEpic, fetchRemiListPerTabEpic, fetchRemiSetupApproverViewEpic, fetchRemiSetupViewEpic, fetchRevenueClassesViewEpic, fetchRevenueEpic, fetchRevenueForTimeframeClassesViewEpic, fetchRevenueForTimeframeEpic, fetchRevenueWithForecastEpic, fetchReviewCompanyViewEpic, fetchReviewTransferDetailEpic, fetchRewardsPlanEpic, fetchScheduleAccruedDetailsEpic, fetchScheduleAccruedDetailsPageEpic, fetchScheduleDetailsEpic, fetchScheduleDetailsPageEpic, fetchScheduleListEpic, fetchSchedulesAccountEpic, fetchSubscriptionAddOnsEpic, fetchSubscriptionCouponsEpic, fetchSubscriptionCreateEstimateEpic, fetchSubscriptionDetailsEpic, fetchSubscriptionListEpic, fetchSubscriptionPlansEpic, fetchSubscriptionSummaryForTenantEpic, fetchSubscriptionUpdateEstimateEpic, fetchSubscriptionViewEpic, fetchSuggestedQuestionsEpic, fetchTaskDetailEpic, fetchTaskDetailPageEpic, fetchTaskGroupTemplatesEpic, fetchTaskHistoryEpic, fetchTaskListEpic, fetchTaskListPageEpic, fetchTasksCardEpic, fetchTopExEpic, fetchTransactionActivityLogEpic, fetchTransactionDetailEpic, fetchTransactionListByAccountEpic, fetchTransactionListByClassEpic, fetchTransactionListByProjectEpic, fetchTransactionListByEntityEpic, fetchTransactionsForEntityEpic, fetchTransactionsListByCategoryTypeEpic, fetchTreasuryDetailEpic, fetchTreasuryFundsEpic, fetchTreasuryHistoryEpic, fetchTreasurySetupViewEpic, fetchTreasuryStatementListEpic, fetchTreasuryTaxLetterListEpic, fetchTreasuryTransactionListEpic, updatePortfolioAllocationEpic, fetchPortfolioAllocationEpic, fetchTrendForEntityEpic, fetchUserDetailEpic, fetchUserFinancialAccountEpic, fetchUserListByTypeEpic, fetchUserRoleConfigEpic, fetchVendor1099TypeListEpic, fetchVendorAndUpdateBillLocalDataEpic, fetchVendorByNameAndParseInvoiceEpic, fetchVendorDetailsEpic, fetchVendorEpic, fetchVendorFirstReviewAttachmentsEpic, fetchVendorFirstReviewViewEpic, fetchVendorGlobalReviewViewEpic, fetchVendorsFiling1099AllEpic, fetchVendorsFiling1099DownloadEpic, fetchVendorsFiling1099ListEpic, fetchVendorsListEpic, fetchVendorsTabVendorDetailPageViewEpic, fetchVendorsTabVendorDetailsEpic, fetchVendorsTabVendorEpic, fetchVendorTabViewEpic, fetchVendorTypeListEpic, fetchZeniAccountListEpic, fetchZeniAccountsConfigEpic, fetchZeniAccountSetupViewEpic, fetchZeniAccountsPromoCardEpic, fetchZeniAccStatementListEpic, fetchZeniAccStatementPageEpic, fetchZeniUsersEpic, getOnboardingEmailGroupEpic, getOnboardingPlaidLinkTokenEpic, getPaymentAccountsEpic, getPlaidLinkTokenEpic, ignoreExpenseAutomationJEScheduleEpic, improveUsingZeniGPTEpic, initialiseExpenseAutomationReconciliationLocalDataForSelectedAccountIdEpic, initializeAccountMappingViewEpic, initializeAccountSettingsViewEpic, initializeBillPaySetupApproverViewUpdateDataEpic, initializeBillToLocalStoreEpic, initializeCardUserOnboardingLocalDataEpic, initializeCompanyHealthMetricViewLocalDataEpic, initializeDynamicFormEpic, initializeEditPersonEpic, initializeExpenseAutomationJeScheduleLocalDataEpic, initializeInternationalWireLocalDataEpic, initializeIntlVerificationFormEpic, initializeMyProfileLocalDataEpic, initializeOnboardingCustomerViewUpdateDataEpic, initializeRemiSetupApproverViewUpdateDataEpic, initializeRemiToLocalStoreEpic, initializeScheduleAccruedDetailLocalDataEpic, initializeScheduleDetailLocalDataEpic, initializeSubscriptionLocalDataEpic, initializeTaskToLocalStoreEpic, initializeTransactionDetailLocalDataEpic, initializeVendorAddressEpic, initiateChargeCardRepaymentEpic, invitePeopleEpic, inviteZeniPeopleEpic, issueChargeCardEpic, lockChargeCardEpic, lockChargeCardsEpic, markAsCompleteScheduleDetailEpic, markTransactionAsNotMiscategorizedEpic, notifyMeForFeatureEpic, parallelFetchAccountTransactionListEpic, parallelFetchClassTransactionListEpic, parallelFetchProjectTransactionListEpic, parallelFetchEntityTransactionListEpic, parallelFetchTransactionListByCategoryTypeEpic, parseInvoiceToBillEpic, parseReceiptsToRemiEpic, peopleSaveUpdatesEpic, pushToastNotificationEpic, refreshExpenseAutomationCurrentTabEpic, refreshIntegrationsDataEpic, rejectVendorGlobalReviewEpic, resendCardInviteEpic, resendInviteEpic, resendOtpEpic, resendVerifyDeviceOTPEpic, resendReferralInviteEpic, resetTransactionVendorLocalDataEpic, resetVendorDetailLocalDataEpic, resetVendorsTabVendorDetailLocalDataEpic, retryBankAccountConnectionEpic, retryBankAccountConnectionForOnboardingEpic, retryExpenseAutomationJEScheduleEpic, retryOrRefundBillEpic, validateBillsBulkActionEpic, reviewDraftRemisBulkActionEpic, reviewExpenseAutomationFluxAnalysisViewEpic, revokeCardInviteEpic, revokeChargeCardsInviteEpic, saveAccountMappingViewEpic, saveAccountSettingsViewEpic, saveAPIKeyConnectionEpic, saveBillDetailEpic, saveBillPaySetupApproverViewUpdatesEpic, saveCardOnboardingUserDetailsEpic, saveCompanyBillingAddressEpic, saveCompanyHealthMetricByIdEpic, saveCompanyMonthEndReportEpic, saveCompanyPassportDetailsEpic, saveConnectorCredentialsEpic, saveCreditAgentMacroEpic, saveExpenseAutomationReconciliationDetailsEpic, saveExpenseAutomationReconciliationReviewEpic, saveExternalConnectionEpic, saveMagicLinkBankAccountEpic, saveNewAddressEpic, saveNotificationSettingsEpic, saveOAuthConnectionEpic, saveOnboardingCustomerCompletedStatusEpic, saveOnboardingCustomerNotesEpic, saveOnboardingCustomerViewUpdatesEpic, saveRealTimeApprovalEpic, saveReasonForAuditRuleEpic, saveRemiDetailEpic, saveRemiSetupApproverViewUpdatesEpic, saveScheduleAccruedDetailsEpic, saveScheduleDetailsEpic, saveSubscriptionNotesUpdatesEpic, saveSubscriptionUpdatesEpic, saveTaskDetailEpic, saveTransactionDetailEpic, saveTransactionVendorEpic, saveVendorDetailsViewEpic, saveVendorEpic, saveVendorFirstReviewViewEpic, saveVendorsTabVendorEpic, scheduleTenantCreditScoreCronEpic, sendCompanyMonthEndReportEpic, sendOnboardingCustomerViewInviteEpic, sendOtpEpic, sendReferralInviteEpic, statementCloseDayEpic, stopSubmitEpic, stopSubmitQuestionEpic, submitDraftBillsBulkActionEpic, submitDraftRemisBulkActionEpic, submitExpressPayEpic, submitIntlVerificationEpic, submitQuestionEpic, toggleReportUIOptionForecastModeEpic, transferMoneyEpic, treasuryTransferMoneyEpic, triggerAiAccountantJobEpic, triggerReviewTabRefetchEpic, unlinkPaymentAccountEpic, unlockChargeCardEpic, unlockChargeCardsEpic, updateAccruedJESchedulesEpic, updateAddressEpic, updateAmountsInScheduleAccruedDetailEpic, updateAmountsInScheduleDetailEpic, updateAutoTransferRuleEpic, updateBusinessVerificationDetailsEpic, updateCardProfileEpic, updateChargeCardDetailEpic, updateChargeCardLimitEpic, updateChargeCardNameEpic, updateChargeCardsLimitEpic, updateAccountingClassesEnabledEpic, updateCompanyDetailsEpic, updateCompanyOfficerEpic, updateCompanyPassportLocalStoreDataEpic, updateDashboardLayoutEpic, updateDebitCardPinAttemptEpic, updateDepositAccountEpic, updateExpenseAutomationReconciliationBalanceLocalDataEpic, updateFileNameEpic, updateFilesMetadataEpic, updateJESchedulesEpic, updateMappedCashAccountEpic, updateMileageDetailsEpic, updateMyProfileEpic, updateNetBurnOrIncomeStoryCardSettingsEpic, updateNotificationViewAllNotificationsStatusEpic, updateNotificationViewNotificationStatusEpic, updateOnboardingCustomerViewCompleteStatusEpic, updateOnboardingCustomerViewDashboardLoadedEpic, updateOnboardingCustomerViewEpic, updateOnboardingCustomerViewLocalStoreDataEpic, updateOnboardingPaymentAccountLoginStatusEpic, updateOnboardingPaymentAccountStatusEpic, updatePaymentAccountEpic, updatePaymentAccountLoginStatusEpic, updatePaymentAccountStatusEpic, updatePhysicalChargeCardAttemptEpic, updatePrimaryContactEpic, updatePrimaryFundingAccountEpic, updateQBOConnectionPoolExternalConnectionEpic, updateReferViewedEpic, updateRemiSetupViewLocalStoreDataEpic, updateReportUIOptionCOABalancesRangeEpic, updateReportUIOptionIsCompareModeEpic, updateReportUIOptionIsCompareModeOnEpic, updateReportUIOptionThisPeriodEpic, updateReportUIOptionTimeFrameEpic, updateSectionAccountsViewEpic, updateSectionClassesViewEpicV2, updateSectionProjectViewEpic, updateSelectedVendorForCreateFlowEpic, updateSetupViewLocalStoreDataEpic, updateTaskFromListViewEpic, updateTaskGroupNameEpic, fetchCannedResponsesEpic, saveCannedResponseEpic, deleteCannedResponseEpic, updateTransactionDetailEpic, updateTreasuryVideoViewedEpic, updateVendorContactEpic, uploadAccountStatementEpic, uploadMissingAttachmentSuccessEpic, uploadMissingReceiptSuccessEpic, uploadTransactionReceiptSuccessEpic, vendorFiling1099UploadDetailsSaveEpic, verifyOtpEpic, verifyUserEpic, waitForBillDetailThenInitializeLocalStoreEpic, waitForForecastListThenFetchNetBurnOrIncomeWithForecastEpic, waitForForecastListThenFetchOpExWithForecastEpic, waitForForecastListThenFetchRevenueWithForecastEpic, waitForMerchantRecommendationFetchThenUpdateRecommendationInMerchantEpic, waitForVendorByIdThenSaveBillUpdatetoLocalStoreEpic, waitForVendorByNameThenParsetoLocalStoreEpic, waitForVendorByNameThenUpdateBillDetailEpic, waitForVendorRecommendationFetchThenUpdateRecommendationInBillEpic, wiseRedirectEpic);
584
582
  const rootEpic = (action$, store$, dependencies) => combinedEpics(action$, store$, dependencies).pipe(map(identity), catchError((error, source) => {
585
583
  console.error(error);
586
584
  return source;
package/lib/esm/index.js CHANGED
@@ -23,6 +23,7 @@ import { mapTimePeriodtoTimeframeTick, toTimePeriod, toTimeframeTick, } from './
23
23
  import { isAgingReport, isCashFlowOrBalanceSheetReport, isDashboardClassesViewReport, isDashboardReport, isFluxAnalysisOpExReport, isOpExByVendorReport, isPAndLClassesViewReport, isPAndLProjectViewReport, isPAndLReport, } from './commonStateTypes/viewAndReport/reportIDHelper';
24
24
  import { toReportFormatStrict, toReportID, } from './commonStateTypes/viewAndReport/viewAndReport';
25
25
  import { PAYMENT_BUSINESS_DAYS, filterDays, getNextNthWorkingDay, getPreviousNthWorkingDay, getYearsList, holidaysFormatted, isHoliday, isHolidayToday, } from './commonStateTypes/workingDayHelper';
26
+ import { getAllAccounts, getTransactionFilterAccountOptions, } from './entity/account/accountSelector';
26
27
  import { toAccountType, toReconciliationAccountSource, } from './entity/account/accountState';
27
28
  import { getAccountGroupKey, toAccountGroupType, } from './entity/accountGroup/accountGroupState';
28
29
  /**
@@ -167,7 +168,7 @@ import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFl
167
168
  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';
168
169
  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';
169
170
  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';
170
- 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';
171
+ 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';
171
172
  import { getExpenseAutomationFluxAnalysisView } from './view/expenseAutomationView/selectors/fluxAnalysisViewSelector';
172
173
  import { getExpenseAutomationReconciliationView, isAccountReconReport, } from './view/expenseAutomationView/selectors/reconciliationViewSelector';
173
174
  import { getExpenseAutomationTransactionView } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
@@ -207,7 +208,7 @@ import { getFeatureNotificationView, getRegisteredInterests, getRegisteredIntere
207
208
  import { clearOnboardingCustomerViewUpdateData, fetchCompanyOnboardingView, fetchOnboardingCompletedCompanies, fetchQBOConnectionPool, getOnboardingEmailGroup, initializeOnboardingCustomerViewUpdateData, resetNewOnboardedCustomerId, retryBankAccountConnectionForOnboarding, saveOnboardingCustomerCompletedStatus, saveOnboardingCustomerDataInLocalStore, saveOnboardingCustomerNotes, saveOnboardingCustomerViewUpdateData, saveOnboardingCustomerViewUpdates, sendOnboardingCustomerViewInvite, updateCustomerCreationStatus, updateOnboardingCustomerDataInLocalStore, updateOnboardingCustomerListUIState, updateQBOConnectionPoolExternalConnection, updateStatusAfterOnboardingCompleted, } from './view/onboardingView/cockpitView/onboardingCockpitViewReducer';
208
209
  import { getNewOnboardingCustomerView, getOnboardingCockpitView, } from './view/onboardingView/cockpitView/onboardingCockpitViewSelector';
209
210
  import { toProductType, toProductTypeStrict, } from './view/onboardingView/cockpitView/types/onboardingCockpitViewTypes';
210
- import { applyKycDocumentAutofillForOnboarding, applyKybDocumentAutofillForOnboarding, clearKycKybAutofillForOnboarding, clearOnboardingCustomerView, clearOnboardingCustomerViewDataInLocalStore, establishOnboardingPlaidConnection, fetchOnboardingCustomerSetupView, fetchOnboardingCustomerView, getOnboardingPlaidLinkToken, saveOnboardingCompnayOfficerPhoneInLocalStore, saveOnboardingCustomerViewDataInLocalStore, updateCurrentStep, updateOnboardingCustomerView, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingCustomerViewLocalStoreData, updateOnboardingCustomerViewUIState, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountStatus, } from './view/onboardingView/customerView/onboardingCustomerViewReducer';
211
+ import { clearOnboardingCustomerView, clearOnboardingCustomerViewDataInLocalStore, establishOnboardingPlaidConnection, fetchOnboardingCustomerSetupView, fetchOnboardingCustomerView, getOnboardingPlaidLinkToken, saveOnboardingCompnayOfficerPhoneInLocalStore, saveOnboardingCustomerViewDataInLocalStore, updateCurrentStep, updateOnboardingCustomerView, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingCustomerViewLocalStoreData, updateOnboardingCustomerViewUIState, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountStatus, } from './view/onboardingView/customerView/onboardingCustomerViewReducer';
211
212
  import { getOnboardingCustomerView, getProductSettingsString, } from './view/onboardingView/customerView/onboardingCustomerViewSelector';
212
213
  import { fetchOpEx, fetchOpExWithForecast, updateOpExCOABalancesRange, updateOpExDownloadState, updateOpExUIState, } from './view/opEx/opExReducer';
213
214
  import { getOperatingExpensesForHighlightedRange, getOperatingExpensesForSelectedRange, getOperatingExpensesReport, getOperatingExpensesReportFetchState, getOperatingExpensesUIState, } from './view/opEx/opExSelector';
@@ -310,8 +311,7 @@ import { fetchChargeCardStatementList } from './view/spendManagement/chargeCards
310
311
  import { getChargeCardStatements, } from './view/spendManagement/chargeCards/chargeCardStatementList/chargeCardStatementListSelector';
311
312
  import { fetchDepositAccountListForCards, fetchIssueCardPage, issueChargeCards, resetIssueChargeCardForm, updateChargeCardsLocalStore, updateCustomAddressId, } from './view/spendManagement/chargeCards/issueChargeCard/issueChargeCardReducer';
312
313
  import { getIssueChargeCardView, } from './view/spendManagement/chargeCards/issueChargeCard/issueChargeCardSelector';
313
- import { clearSetupViewDataInLocalStore, enableSetup, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveIndustryAndIncDateInLocalStore, saveSetupViewDataInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, updateBusinessVerificationDetails, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData, applyKycDocumentAutofillForSetup, applyKybDocumentAutofillForSetup, clearKycKybAutofillForSetup, } from './view/spendManagement/commonSetup/setupViewReducer';
314
- import { parseUploadedKycDocument, parseUploadedKybDocument, } from './view/spendManagement/commonSetup/kycKybAutofillActions';
314
+ import { clearSetupViewDataInLocalStore, enableSetup, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveIndustryAndIncDateInLocalStore, saveSetupViewDataInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, updateBusinessVerificationDetails, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData, } from './view/spendManagement/commonSetup/setupViewReducer';
315
315
  import { getBusinessVerificationDetails, getCommonSetupViewDetails, } from './view/spendManagement/commonSetup/setupViewSelector';
316
316
  import { COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES, COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY, COMPANY_PURPOSE_OF_ACCOUNT_CODES, COMPANY_SOURCE_OF_FUNDS_CODES, COMPANY_TRANSACTION_VOLUME_CODES, COMPANY_US_NEXUS_TYPE_CODES, getCompanyOnboardingSubIndustryCodesForIndustry, } from './view/spendManagement/commonSetup/types/businessVerification';
317
317
  import { checkIfLowBalance, getActualPaymentDate, getBillListUniqueType, getBulkOperationSuffix, getRemiListUniqueType, getSelectedCompanyOfficer, getSpendManagementEffectiveListPeriod, isAwaitingMarkAsPaid, isBulkProcessing, isPaymentMethodOutsideZeni, isVerifiedPaymentAccountProviderStatusCode, isVerifiedStatusCode, showBillPayPromoPage, showReimbursementPromoPage, toAccountsPromoConfig, toSameDayAchDisablementConfig, } from './view/spendManagement/helpers';
@@ -333,6 +333,7 @@ import { getRemiBusinessVerificationDetails, getRemiSetupViewDetails, } from './
333
333
  import { approveOrRejectRemisBulkAction, autoReviewPendingApprovalRemis, cancelOrDeleteRemisBulkAction, clearAllRemisFromBulkActionList, clearRemiBulkActionView, incrementRemiBulkActionProcessedCount, removeRemiFromBulkActionList, reviewDraftRemisBulkAction, submitDraftRemisBulkAction, updateRemisBulkActionList, } from './view/spendManagement/reimbursement/remisBulkActionView/remisBulkActionViewReducer';
334
334
  import { getRemisBulkOperationProgress, getRemisBulkReviewView, } from './view/spendManagement/reimbursement/remisBulkActionView/remisBulkActionViewSelector';
335
335
  import { hideCreatedByFilter, } from './view/spendManagement/spendManagementFilterHelpers';
336
+ import { TRANSACTION_FILTER_CATEGORIES, applyTransactionFilters, } from './view/expenseAutomationView/transactionFilterHelpers';
336
337
  import { acceptTreasuryTerms, clearTreasurySetupView, fetchPortfolioAllocation, fetchTreasuryFunds, fetchTreasurySetupView, updateFundAllocationLocalData, updatePortfolioAllocation, updateTreasuryVideoViewed, } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewReducer';
337
338
  import { getTreasuryBusinessVerificationDetails, getTreasurySetupViewDetails, } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewSelector';
338
339
  import { getTreasuryFundsMaximumYield, } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewState';
@@ -445,15 +446,15 @@ export {
445
446
  BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, toExpenseAutomationJEScheduleMainTab, toExpenseAutomationJEScheduleSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, fetchExpenseAutomationMissingReceipts,
446
447
  // Bulk Upload Actions
447
448
  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, };
448
- export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateSelectedCheckboxTransactionIds, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, toTransactionsSortKey, };
449
+ export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateTransactionFilters, updateSelectedCheckboxTransactionIds, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, toTransactionsSortKey, };
449
450
  export { TOP_EX_TIME_PERIODS };
450
451
  export { toTimeframeTick, mapTimePeriodtoTimeframeTick, toTimePeriod, toAbsoluteDay, toMonthYearPeriodId, convertToPeriod, };
451
452
  export { toVendorSpendTrendFilterTabsTypeStrict, } from './entity/vendorExpense/vendorExpenseSelector';
452
453
  export { getNumberOfPeriods };
453
454
  export { SCHEDULE_DAYS_OF_MONTH, toScheduleDaysOfMonth, toMonth, toMonthStrict, toQuarter, toQuarterStrict, };
454
455
  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, deleteConnection, saveAPIKeyConnection, saveConnectorCredentials, saveOAuthConnection, toExternalIntegrationType, toExternalSupportedTool, fetchSubscriptionSummaryForTenant, isTenantBankingOnly, isTenantCardsOnly, isTenantBookkeepingEnabled, isOtherProductsEnabledForTenant, };
455
- export { toAccountType, toAccountGroupType, getAccountGroupKey, };
456
- export { getClassById } from './entity/class/classSelector';
456
+ export { toAccountType, toAccountGroupType, getAccountGroupKey, getAllAccounts, getTransactionFilterAccountOptions, };
457
+ export { getAllClasses, getClassById } from './entity/class/classSelector';
457
458
  export { getForecast };
458
459
  export { getUserName, getUserByUserId, getUsersByUserIds, getAllZeniUsersFromState, } from './entity/user/userSelector';
459
460
  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, };
@@ -553,7 +554,11 @@ export { toRemiSubTabType, toRemiSubTabTypeStrict, toRemiTabType, toRemiTabTypeS
553
554
  export { getClassList, fetchClassList, getProjectList, fetchProjectList, };
554
555
  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, };
555
556
  export { hideCreatedByFilter, };
556
- 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, applyKycDocumentAutofillForSetup, applyKybDocumentAutofillForSetup, clearKycKybAutofillForSetup, parseUploadedKycDocument, parseUploadedKybDocument, sendOtp, resendOtp, verifyOtp, getBillPaySetupViewDetails, getPlaidAccountDetails, getZeniAccountSetupViewDetails, getBusinessVerificationDetails, getBillPayBusinessVerificationDetails, getZeniAccountBusinessVerificationDetails, getTreasuryBusinessVerificationDetails, getCommonSetupViewDetails, getTwoFactorAuthenticationView, getTwoFactorAuthenticationViewForCardUserOnboarding, getTwoFactorAuthenticationViewForChargeCardHolder, };
557
+ // Transaction Categorization filter API lives under Expense Automation,
558
+ // not Spend Management. Kept in a separate re-export block to make the
559
+ // separation visible at the barrel level.
560
+ export { TRANSACTION_FILTER_CATEGORIES, applyTransactionFilters, };
561
+ 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, };
557
562
  export { getApprovalRuleViewDetails, getBankConnectionsSetupViewDetails, getIntegrationsView, };
558
563
  export { fetchUserFinancialAccount };
559
564
  export { getUserFinancialAccount };
@@ -587,7 +592,7 @@ export { saveTransactionVendor, saveTransactionVendorSuccessOrFailure, updateTra
587
592
  export { fetchCompanyConfig };
588
593
  export { getCompanyConfig };
589
594
  export { isZeniClearingAccountReport, ZENI_CLEARING_ACCOUNT, isZeniClearingAccount, };
590
- export { fetchOnboardingCustomerView, fetchOnboardingCustomerSetupView, getOnboardingPlaidLinkToken, establishOnboardingPlaidConnection, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountStatus, updateOnboardingCustomerView, updateOnboardingCustomerViewLocalStoreData, updateCurrentStep, updateOnboardingCustomerViewUIState, saveOnboardingCompnayOfficerPhoneInLocalStore, saveOnboardingCustomerViewDataInLocalStore, clearOnboardingCustomerView, clearOnboardingCustomerViewDataInLocalStore, applyKycDocumentAutofillForOnboarding, applyKybDocumentAutofillForOnboarding, clearKycKybAutofillForOnboarding, getOnboardingCustomerView, getProductSettingsString, };
595
+ export { fetchOnboardingCustomerView, fetchOnboardingCustomerSetupView, getOnboardingPlaidLinkToken, establishOnboardingPlaidConnection, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountStatus, updateOnboardingCustomerView, updateOnboardingCustomerViewLocalStoreData, updateCurrentStep, updateOnboardingCustomerViewUIState, saveOnboardingCompnayOfficerPhoneInLocalStore, saveOnboardingCustomerViewDataInLocalStore, clearOnboardingCustomerView, clearOnboardingCustomerViewDataInLocalStore, getOnboardingCustomerView, getProductSettingsString, };
591
596
  export { saveAccountMapping, saveAccountMappingLocalData, clearAccountMappingLocalData, getAccountMappingView, initializeAccountMappingView, };
592
597
  export { getMagicLinkView, getMagicLinkBankAccountView, getMagicLinkCurrentAddressState, };
593
598
  export { fetchMagicLinkTenant, fetchBillAttachment, saveBankAccount, updateMagicLinkBankAccountLocalStoreData, updateMagicLinkInternationalBankAccountLocalStoreData, fetchMagicLinkBankNameByRouting, fetchMagicLinkBankNameBySwift, saveMagicLinkAddressInLocalStore, };
@@ -654,4 +659,3 @@ export { getTransactionActivityLogView, } from './view/transactionActivityLogVie
654
659
  // ── Session Management ──────────────────────────────────────────────
655
660
  export { SessionManager } from './entity/tenant/SessionManager';
656
661
  export { DEFAULT_SESSION_CONFIG } from './entity/tenant/sessionTypes';
657
- export { toKycProvidedDocumentType } from './view/spendManagement/commonSetup/types/kycKybAutofill';
@@ -27,6 +27,10 @@ export const initialTransactionTabViewState = {
27
27
  totalCount: {},
28
28
  limit: 10,
29
29
  },
30
+ filters: {
31
+ categoryCombinationOperator: 'AND',
32
+ categories: [],
33
+ },
30
34
  fetchState: 'Not-Started',
31
35
  error: undefined,
32
36
  hasValidState() {
@@ -236,6 +240,12 @@ const expenseAutomationTransactionsView = createSlice({
236
240
  uiState.totalCount;
237
241
  }
238
242
  },
243
+ updateTransactionFilters(draft, action) {
244
+ const { selectedTab, filters } = action.payload;
245
+ if (filters != null) {
246
+ draft.transactionCategorizationView[selectedTab].filters = filters;
247
+ }
248
+ },
239
249
  saveTransactionCategorization: {
240
250
  prepare(selectedTab, transactionIds, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled) {
241
251
  return {
@@ -803,5 +813,5 @@ const expenseAutomationTransactionsView = createSlice({
803
813
  },
804
814
  },
805
815
  });
806
- 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;
816
+ 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;
807
817
  export default expenseAutomationTransactionsView.reducer;
@@ -4,14 +4,33 @@ import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
4
4
  import { getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, } from '../../../entity/tenant/tenantSelector';
5
5
  import { getTransactionWithCOT } from '../../../entity/transaction/transactionHelper';
6
6
  import { getSupportedTransactionsByIds } from '../../../entity/transaction/transactionSelector';
7
+ import { applyTransactionFilters, } from '../transactionFilterHelpers';
7
8
  import { getAccountList, getNestedAccountListHierarchy, getUncategorizedAccounts, } from '../../accountList/accountListSelector';
8
9
  import { getClassList, getNestedClassListHierarchy, } from '../../classList/classListSelector';
9
10
  import { getProjectList } from '../../projectList/projectListSelector';
10
11
  import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
12
+ export const toTransactionView = (transaction, transactionLocalData) => {
13
+ return {
14
+ id: transaction.id,
15
+ date: transaction.date,
16
+ amount: transaction.amount,
17
+ vendorName: transaction.vendorName,
18
+ customerName: transaction.customerName,
19
+ vendorId: transaction.vendorId,
20
+ customerId: transaction.customerId,
21
+ description: transaction.description,
22
+ memo: transaction.memo,
23
+ type: transaction.type,
24
+ typeName: transaction.typeName,
25
+ createTime: transaction.createTime,
26
+ transaction: transaction,
27
+ transactionLocalData,
28
+ };
29
+ };
11
30
  export function getExpenseAutomationTransactionView(state) {
12
31
  const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, projectState, projectListState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
13
32
  const { selectedTransactionCategorizationTab } = expenseAutomationTransactionsViewState;
14
- const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, uploadReceiptStatusById, selectedTransactionId, selectedTransactionLineId, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
33
+ const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, uploadReceiptStatusById, selectedTransactionId, selectedTransactionLineId, filters, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
15
34
  const uncategorizedIncomeExpense = getUncategorizedAccounts(accountState, accountListState, 'accountList');
16
35
  const accountList = getAccountList(accountState, accountListState, 'accountList');
17
36
  const classList = getClassList(classState, classListState);
@@ -30,10 +49,43 @@ export function getExpenseAutomationTransactionView(state) {
30
49
  ? transactionIdsBySelectedPeriod[monthYearPeriodId]
31
50
  : null;
32
51
  const transactionIds = transactionIdsForSelectedPeriod ?? [];
33
- const transactionLocalData = transactionIds
34
- .map((transactionId) => {
52
+ const transactions = getSupportedTransactionsByIds(transactionState, transactionIds);
53
+ const transactionsWithCOT = transactions.map((transaction) => getTransactionWithCOT(transaction));
54
+ const transactionLocalDataMap = new Map();
55
+ transactionIds.forEach((transactionId) => {
35
56
  const transactionData = transactionReviewLocalDataById[transactionId];
36
57
  if (transactionData != null) {
58
+ transactionLocalDataMap.set(transactionId, {
59
+ transactionId,
60
+ transactionReviewLocalData: transactionData.transactionReviewLocalData,
61
+ });
62
+ }
63
+ });
64
+ // Step 2: Convert to TransactionView and apply advanced filters
65
+ const transactionViews = transactionsWithCOT.map((transaction) => {
66
+ const localData = transactionLocalDataMap.get(transaction.id);
67
+ return toTransactionView(transaction, localData);
68
+ });
69
+ // Apply TC-specific filters (lives under expenseAutomationView, independent
70
+ // of the Spend Management filter pipeline).
71
+ const filteredTransactionViews = applyTransactionFilters(transactionViews, filters);
72
+ // Convert back to TransactionWithCOT for return
73
+ const filteredTransactionsWithCOT = filteredTransactionViews.map((view) => view.transaction);
74
+ // Get transactionLocalData for filtered transactions
75
+ // Also include transactionLocalData for transactions that don't exist in transactionState
76
+ // but have local data (to match original behavior)
77
+ const filteredTransactionIds = new Set(filteredTransactionViews.map((view) => view.id));
78
+ const filteredTransactionLocalData = transactionIds
79
+ .map((transactionId) => {
80
+ const transactionData = transactionReviewLocalDataById[transactionId];
81
+ if (transactionData == null) {
82
+ return null;
83
+ }
84
+ // Include if transaction is in filtered results, or if transaction doesn't exist in state
85
+ // (to maintain backward compatibility with tests)
86
+ const transactionExists = transactions.some((t) => t.id === transactionId);
87
+ if (filteredTransactionIds.has(transactionId) ||
88
+ !transactionExists) {
37
89
  return {
38
90
  transactionId,
39
91
  transactionReviewLocalData: transactionData.transactionReviewLocalData,
@@ -41,9 +93,7 @@ export function getExpenseAutomationTransactionView(state) {
41
93
  }
42
94
  return null;
43
95
  })
44
- .filter((transaction) => transaction != null);
45
- const transactions = getSupportedTransactionsByIds(transactionState, transactionIds);
46
- const transactionsWithCOT = transactions.map((transaction) => getTransactionWithCOT(transaction));
96
+ .filter((data) => data != null);
47
97
  const monthEndFetchState = monthYearPeriodId != null
48
98
  ? (monthEndCloseChecksViewState.monthEndCloseChecksViewByTenantId[currentTenant.tenantId]?.[monthYearPeriodId] ?? { fetchState: 'Not-Started', error: undefined })
49
99
  : { fetchState: 'Not-Started', error: undefined };
@@ -90,7 +140,7 @@ export function getExpenseAutomationTransactionView(state) {
90
140
  version: 0,
91
141
  fetchState: fetchStatus.fetchState,
92
142
  error: fetchStatus.error,
93
- transactions: transactionsWithCOT,
143
+ transactions: filteredTransactionsWithCOT,
94
144
  selectedCheckBoxTransactionIds,
95
145
  transactionIdsWithUnsavedData,
96
146
  uncategorizedAccounts: uncategorizedIncomeExpense,
@@ -101,7 +151,7 @@ export function getExpenseAutomationTransactionView(state) {
101
151
  classHierarchyList,
102
152
  isAccountingProjectsEnabled,
103
153
  projectList,
104
- transactionLocalData,
154
+ transactionLocalData: filteredTransactionLocalData,
105
155
  uiState,
106
156
  refreshStatus,
107
157
  saveStatus,
@@ -0,0 +1,186 @@
1
+ export const TRANSACTION_FILTER_CATEGORIES = [
2
+ { value: 'payment_account_name', type: 'dropdown' },
3
+ { value: 'payment_account_type', type: 'dropdown' },
4
+ { value: 'payee', type: 'searchAutocomplete' },
5
+ { value: 'category', type: 'dropdown' },
6
+ { value: 'class', type: 'dropdown' },
7
+ { value: 'amount', type: 'numberRange' },
8
+ ];
9
+ /**
10
+ * Resolve the comparable value for a transaction against a given filter field.
11
+ * Returns undefined when the transaction doesn't carry the field — callers
12
+ * decide whether absence counts as a match (for 'not-equal' it does).
13
+ */
14
+ const getCategoryValueForTransaction = (key, transaction) => {
15
+ switch (key) {
16
+ case 'amount': {
17
+ // Prefer transactionLocalData line items (sum). Fall back to lines on
18
+ // the transaction itself. Final fallback: transaction-level amount.
19
+ const localDataForAmount = transaction.transactionLocalData?.transactionReviewLocalData;
20
+ if (localDataForAmount?.lineItemById) {
21
+ const lineItems = Object.values(localDataForAmount.lineItemById);
22
+ if (lineItems.length > 0) {
23
+ return lineItems.reduce((sum, lineItem) => sum + (lineItem.amount?.amount ?? 0), 0);
24
+ }
25
+ }
26
+ if (transaction.transaction.lines &&
27
+ transaction.transaction.lines.length > 0) {
28
+ return transaction.transaction.lines.reduce((sum, line) => sum + (line.amount?.amount ?? 0), 0);
29
+ }
30
+ return transaction.amount.amount;
31
+ }
32
+ case 'payee': {
33
+ if (transaction.vendorName) {
34
+ return transaction.vendorName;
35
+ }
36
+ if (transaction.customerName) {
37
+ return transaction.customerName;
38
+ }
39
+ const localData = transaction.transactionLocalData?.transactionReviewLocalData;
40
+ if (localData?.vendor?.name) {
41
+ return localData.vendor.name;
42
+ }
43
+ if (localData?.customer?.name) {
44
+ return localData.customer.name;
45
+ }
46
+ return undefined;
47
+ }
48
+ case 'payment_account_name': {
49
+ // Match what TransactionCategorizationListRow renders for the cell.
50
+ return transaction.transaction.account?.accountName;
51
+ }
52
+ case 'payment_account_type': {
53
+ // Raw `paymentType` enum ("credit_card" / "check" / "cash"). Dropdown
54
+ // option values use the same enum; row uses `paymentTypeName` for the
55
+ // human label.
56
+ return transaction.transaction.paymentType;
57
+ }
58
+ case 'category': {
59
+ const localDataForCategory = transaction.transactionLocalData?.transactionReviewLocalData;
60
+ if (localDataForCategory) {
61
+ const firstLineItem = Object.values(localDataForCategory.lineItemById)[0];
62
+ if (firstLineItem?.account?.accountId) {
63
+ return firstLineItem.account.accountId;
64
+ }
65
+ if (firstLineItem?.account?.qboId) {
66
+ return firstLineItem.account.qboId;
67
+ }
68
+ if (firstLineItem?.account?.accountName) {
69
+ return firstLineItem.account.accountName;
70
+ }
71
+ }
72
+ const firstLineForCategory = transaction.transaction.lines?.[0];
73
+ if (firstLineForCategory?.type ===
74
+ 'transaction_with_account_and_class_line' ||
75
+ firstLineForCategory?.type ===
76
+ 'transaction_with_product_or_service_line' ||
77
+ firstLineForCategory?.type === 'journal_entry_transaction_line') {
78
+ const account = firstLineForCategory.account;
79
+ return account?.accountId ?? account?.qboId ?? account?.accountName;
80
+ }
81
+ return undefined;
82
+ }
83
+ case 'class': {
84
+ const localDataForClass = transaction.transactionLocalData?.transactionReviewLocalData;
85
+ if (localDataForClass) {
86
+ const firstLineItemForClass = Object.values(localDataForClass.lineItemById)[0];
87
+ if (firstLineItemForClass?.class?.classId) {
88
+ return firstLineItemForClass.class.classId;
89
+ }
90
+ if (firstLineItemForClass?.class?.qboId) {
91
+ return firstLineItemForClass.class.qboId;
92
+ }
93
+ if (firstLineItemForClass?.class?.className) {
94
+ return firstLineItemForClass.class.className;
95
+ }
96
+ }
97
+ const firstLineForClass = transaction.transaction.lines?.[0];
98
+ if (firstLineForClass?.type === 'transaction_with_account_and_class_line' ||
99
+ firstLineForClass?.type ===
100
+ 'transaction_with_product_or_service_line' ||
101
+ firstLineForClass?.type === 'journal_entry_transaction_line') {
102
+ const classData = firstLineForClass.class;
103
+ return classData?.classId ?? classData?.qboId ?? classData?.className;
104
+ }
105
+ return undefined;
106
+ }
107
+ default:
108
+ return undefined;
109
+ }
110
+ };
111
+ /**
112
+ * TC-only amount matcher. Supports all five operators TC defines, including
113
+ * the legacy "1000<->5000" range-string form (kept for backward compatibility
114
+ * with persisted filter state that may still contain that encoding).
115
+ */
116
+ const matchAmount = (amount, category) => {
117
+ const op = category.matchingOperator;
118
+ const values = category.values;
119
+ let matched = false;
120
+ if (op === 'inBetween') {
121
+ if (values.length >= 2) {
122
+ const min = Number(values[0]);
123
+ const max = Number(values[1]);
124
+ matched = amount >= min && amount <= max;
125
+ }
126
+ }
127
+ else if (op === 'lessThan') {
128
+ if (values.length >= 1) {
129
+ matched = amount < Number(values[0]);
130
+ }
131
+ }
132
+ else if (op === 'greaterThan') {
133
+ if (values.length >= 1) {
134
+ matched = amount > Number(values[0]);
135
+ }
136
+ }
137
+ else if (op === 'equal' &&
138
+ values.length === 1 &&
139
+ String(values[0]).includes('<->')) {
140
+ // Backward compatibility: ["1000<->5000"] with matchingOperator "equal".
141
+ const parts = String(values[0]).split('<->');
142
+ matched =
143
+ amount >= Number(parts[0] ?? '') && amount <= Number(parts[1] ?? '');
144
+ }
145
+ else if (op === 'equal' && values.length === 1) {
146
+ matched = amount === Number(values[0]);
147
+ }
148
+ return op === 'not-equal' ? !matched : matched;
149
+ };
150
+ const transactionMatchesCategory = (transaction, category) => {
151
+ const value = getCategoryValueForTransaction(category.field, transaction);
152
+ if (value == null) {
153
+ // Absent values count as a match only under 'not-equal'.
154
+ return category.matchingOperator === 'not-equal';
155
+ }
156
+ if (category.field === 'amount') {
157
+ return matchAmount(Number(value), category);
158
+ }
159
+ const valueStr = value.toString();
160
+ const valueInList = category.values.some((v) => v.toString() === valueStr);
161
+ return category.matchingOperator === 'not-equal' ? !valueInList : valueInList;
162
+ };
163
+ /**
164
+ * TC-only equivalent of `applyAdvancedFiltersOnList`. Filters a list of
165
+ * `TransactionView` items against a `TransactionFilters` object using the
166
+ * AND/OR combination semantics from `categoryCombinationOperator`.
167
+ *
168
+ * Independent of `view/spendManagement` — keeps the TC filter pipeline cleanly
169
+ * inside the Expense Automation feature group.
170
+ */
171
+ export const applyTransactionFilters = (transactions, filters) => {
172
+ if (filters?.categories == null || filters.categories.length === 0) {
173
+ return transactions;
174
+ }
175
+ const activeCategories = filters.categories.filter((c) => c.field != null && c.values.length > 0);
176
+ if (activeCategories.length === 0) {
177
+ return transactions;
178
+ }
179
+ const op = filters.categoryCombinationOperator;
180
+ return transactions.filter((txn) => {
181
+ if (op === 'AND') {
182
+ return activeCategories.every((cat) => transactionMatchesCategory(txn, cat));
183
+ }
184
+ return activeCategories.some((cat) => transactionMatchesCategory(txn, cat));
185
+ });
186
+ };