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

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

@@ -14,6 +14,7 @@ import { ZeniAPIStatus } from '../../../responsePayload';
 import { UncategorizedAccounts } from '../../accountList/accountListSelector';
 import { UpdateTransactionCategorizationResponsePayload } from '../payload/transactionCategorizationPayload';
 import { SupportedTransactionCategorization, TransactionSaveUpdates, TransactionsTab, TransactionsTabViewState, TransactionsViewState, TransactionsViewUIState } from '../types/transactionsViewState';
+import { TransactionFilters } from '../transactionFilterHelpers';
 export declare const initialTransactionTabViewState: TransactionsTabViewState;
 export declare const initialState: TransactionsViewState;
 export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", period: TimePeriod, cacheOverride?: any, keepExistingListItems?: any, searchString?: string | undefined, pageToken?: PageToken | undefined, refreshViewInBackground?: any, resetListItems?: boolean | undefined, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
@@ -29,7 +30,10 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
 }, "expenseAutomationTransactionsView/fetchTransactionCategorization", never, never>, updateTransactionCategorizationUIState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     selectedTab: TransactionsTab;
     uiState: Partial<TransactionsViewUIState>;
-}, "expenseAutomationTransactionsView/updateTransactionCategorizationUIState">, initializeTransactionCategorizationViewLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionIds: string[], selectedPeriod: MonthYearPeriod, keepExistingListItems: any, pageToken: PageToken, totalCount: number, lineItemsByTransactionIds: Record<string, string[]>, refreshViewInBackground?: any, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
+}, "expenseAutomationTransactionsView/updateTransactionCategorizationUIState">, updateTransactionFilters: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    filters: TransactionFilters;
+    selectedTab: TransactionsTab;
+}, "expenseAutomationTransactionsView/updateTransactionFilters">, initializeTransactionCategorizationViewLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionIds: string[], selectedPeriod: MonthYearPeriod, keepExistingListItems: any, pageToken: PageToken, totalCount: number, lineItemsByTransactionIds: Record<string, string[]>, refreshViewInBackground?: any, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
     selectedTab: "review" | "autoCategorized";
     transactionIds: string[];
     selectedPeriod: MonthYearPeriod;

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

@@ -4,7 +4,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateCurrentSelectedTransactionCategorizationTab = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.initializeTransactionCategorizationViewLocalData = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorization = exports.initialState = exports.initialTransactionTabViewState = void 0;
+exports.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateCurrentSelectedTransactionCategorizationTab = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.initializeTransactionCategorizationViewLocalData = exports.updateTransactionFilters = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorization = exports.initialState = exports.initialTransactionTabViewState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const get_1 = __importDefault(require("lodash/get"));
 const uniq_1 = __importDefault(require("lodash/uniq"));
@@ -34,6 +34,10 @@ exports.initialTransactionTabViewState = {
         totalCount: {},
         limit: 10,
     },
+    filters: {
+        categoryCombinationOperator: 'AND',
+        categories: [],
+    },
     fetchState: 'Not-Started',
     error: undefined,
     hasValidState() {
@@ -243,6 +247,12 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     uiState.totalCount;
             }
         },
+        updateTransactionFilters(draft, action) {
+            const { selectedTab, filters } = action.payload;
+            if (filters != null) {
+                draft.transactionCategorizationView[selectedTab].filters = filters;
+            }
+        },
         saveTransactionCategorization: {
             prepare(selectedTab, transactionIds, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled) {
                 return {
@@ -810,5 +820,5 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.updateTransactionCategorizationSaveStatus = _a.updateTransactionCategorizationSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = _a.updateStatusForTransactionNotMiscategorizedUpdateForCategorization, exports.updateSelectedVendorForTransaction = _a.updateSelectedVendorForTransaction, exports.updateSelectedCustomerForTransaction = _a.updateSelectedCustomerForTransaction, exports.setAllItemsToCategoryClassInLocalDataForCategorization = _a.setAllItemsToCategoryClassInLocalDataForCategorization, exports.updateTotalCountForTransactionCategorization = _a.updateTotalCountForTransactionCategorization, exports.fetchTransactionCategorizationSuccess = _a.fetchTransactionCategorizationSuccess, exports.resetOtherTabsFetchState = _a.resetOtherTabsFetchState, exports.fetchTransactionCategorizationView = _a.fetchTransactionCategorizationView, exports.updateSelectedCheckboxTransactionIds = _a.updateSelectedCheckboxTransactionIds, exports.clearExpenseAutomationTransactionsViewPerTabView = _a.clearExpenseAutomationTransactionsViewPerTabView, exports.clearExpenseAutomationTransactionsView = _a.clearExpenseAutomationTransactionsView, exports.setEntityRecommendationForLineIdsForCategorization = _a.setEntityRecommendationForLineIdsForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab, exports.updateTransactionCategorizationUploadReceiptState = _a.updateTransactionCategorizationUploadReceiptState, exports.uploadTransactionCategorizationReceiptSuccess = _a.uploadTransactionCategorizationReceiptSuccess;
+_a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.updateTransactionFilters = _a.updateTransactionFilters, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.updateTransactionCategorizationSaveStatus = _a.updateTransactionCategorizationSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = _a.updateStatusForTransactionNotMiscategorizedUpdateForCategorization, exports.updateSelectedVendorForTransaction = _a.updateSelectedVendorForTransaction, exports.updateSelectedCustomerForTransaction = _a.updateSelectedCustomerForTransaction, exports.setAllItemsToCategoryClassInLocalDataForCategorization = _a.setAllItemsToCategoryClassInLocalDataForCategorization, exports.updateTotalCountForTransactionCategorization = _a.updateTotalCountForTransactionCategorization, exports.fetchTransactionCategorizationSuccess = _a.fetchTransactionCategorizationSuccess, exports.resetOtherTabsFetchState = _a.resetOtherTabsFetchState, exports.fetchTransactionCategorizationView = _a.fetchTransactionCategorizationView, exports.updateSelectedCheckboxTransactionIds = _a.updateSelectedCheckboxTransactionIds, exports.clearExpenseAutomationTransactionsViewPerTabView = _a.clearExpenseAutomationTransactionsViewPerTabView, exports.clearExpenseAutomationTransactionsView = _a.clearExpenseAutomationTransactionsView, exports.setEntityRecommendationForLineIdsForCategorization = _a.setEntityRecommendationForLineIdsForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab, exports.updateTransactionCategorizationUploadReceiptState = _a.updateTransactionCategorizationUploadReceiptState, exports.uploadTransactionCategorizationReceiptSuccess = _a.uploadTransactionCategorizationReceiptSuccess;
 exports.default = expenseAutomationTransactionsView.reducer;

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

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

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

@@ -3,6 +3,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
     return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
+exports.toTransactionView = void 0;
 exports.getExpenseAutomationTransactionView = getExpenseAutomationTransactionView;
 const omit_1 = __importDefault(require("lodash/omit"));
 const reduceFetchState_1 = require("../../../commonStateTypes/reduceFetchState");
@@ -10,14 +11,34 @@ const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
 const transactionHelper_1 = require("../../../entity/transaction/transactionHelper");
 const transactionSelector_1 = require("../../../entity/transaction/transactionSelector");
+const transactionFilterHelpers_1 = require("../transactionFilterHelpers");
 const accountListSelector_1 = require("../../accountList/accountListSelector");
 const classListSelector_1 = require("../../classList/classListSelector");
 const projectListSelector_1 = require("../../projectList/projectListSelector");
 const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
+const toTransactionView = (transaction, transactionLocalData) => {
+    return {
+        id: transaction.id,
+        date: transaction.date,
+        amount: transaction.amount,
+        vendorName: transaction.vendorName,
+        customerName: transaction.customerName,
+        vendorId: transaction.vendorId,
+        customerId: transaction.customerId,
+        description: transaction.description,
+        memo: transaction.memo,
+        type: transaction.type,
+        typeName: transaction.typeName,
+        createTime: transaction.createTime,
+        transaction: transaction,
+        transactionLocalData,
+    };
+};
+exports.toTransactionView = toTransactionView;
 function getExpenseAutomationTransactionView(state) {
     const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, projectState, projectListState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
     const { selectedTransactionCategorizationTab } = expenseAutomationTransactionsViewState;
-    const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, uploadReceiptStatusById, selectedTransactionId, selectedTransactionLineId, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
+    const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, uploadReceiptStatusById, selectedTransactionId, selectedTransactionLineId, filters, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
     const uncategorizedIncomeExpense = (0, accountListSelector_1.getUncategorizedAccounts)(accountState, accountListState, 'accountList');
     const accountList = (0, accountListSelector_1.getAccountList)(accountState, accountListState, 'accountList');
     const classList = (0, classListSelector_1.getClassList)(classState, classListState);
@@ -36,10 +57,43 @@ function getExpenseAutomationTransactionView(state) {
         ? transactionIdsBySelectedPeriod[monthYearPeriodId]
         : null;
     const transactionIds = transactionIdsForSelectedPeriod ?? [];
-    const transactionLocalData = transactionIds
-        .map((transactionId) => {
+    const transactions = (0, transactionSelector_1.getSupportedTransactionsByIds)(transactionState, transactionIds);
+    const transactionsWithCOT = transactions.map((transaction) => (0, transactionHelper_1.getTransactionWithCOT)(transaction));
+    const transactionLocalDataMap = new Map();
+    transactionIds.forEach((transactionId) => {
         const transactionData = transactionReviewLocalDataById[transactionId];
         if (transactionData != null) {
+            transactionLocalDataMap.set(transactionId, {
+                transactionId,
+                transactionReviewLocalData: transactionData.transactionReviewLocalData,
+            });
+        }
+    });
+    // Step 2: Convert to TransactionView and apply advanced filters
+    const transactionViews = transactionsWithCOT.map((transaction) => {
+        const localData = transactionLocalDataMap.get(transaction.id);
+        return (0, exports.toTransactionView)(transaction, localData);
+    });
+    // Apply TC-specific filters (lives under expenseAutomationView, independent
+    // of the Spend Management filter pipeline).
+    const filteredTransactionViews = (0, transactionFilterHelpers_1.applyTransactionFilters)(transactionViews, filters);
+    // Convert back to TransactionWithCOT for return
+    const filteredTransactionsWithCOT = filteredTransactionViews.map((view) => view.transaction);
+    // Get transactionLocalData for filtered transactions
+    // Also include transactionLocalData for transactions that don't exist in transactionState
+    // but have local data (to match original behavior)
+    const filteredTransactionIds = new Set(filteredTransactionViews.map((view) => view.id));
+    const filteredTransactionLocalData = transactionIds
+        .map((transactionId) => {
+        const transactionData = transactionReviewLocalDataById[transactionId];
+        if (transactionData == null) {
+            return null;
+        }
+        // Include if transaction is in filtered results, or if transaction doesn't exist in state
+        // (to maintain backward compatibility with tests)
+        const transactionExists = transactions.some((t) => t.id === transactionId);
+        if (filteredTransactionIds.has(transactionId) ||
+            !transactionExists) {
             return {
                 transactionId,
                 transactionReviewLocalData: transactionData.transactionReviewLocalData,
@@ -47,9 +101,7 @@ function getExpenseAutomationTransactionView(state) {
         }
         return null;
     })
-        .filter((transaction) => transaction != null);
-    const transactions = (0, transactionSelector_1.getSupportedTransactionsByIds)(transactionState, transactionIds);
-    const transactionsWithCOT = transactions.map((transaction) => (0, transactionHelper_1.getTransactionWithCOT)(transaction));
+        .filter((data) => data != null);
     const monthEndFetchState = monthYearPeriodId != null
         ? (monthEndCloseChecksViewState.monthEndCloseChecksViewByTenantId[currentTenant.tenantId]?.[monthYearPeriodId] ?? { fetchState: 'Not-Started', error: undefined })
         : { fetchState: 'Not-Started', error: undefined };
@@ -96,7 +148,7 @@ function getExpenseAutomationTransactionView(state) {
         version: 0,
         fetchState: fetchStatus.fetchState,
         error: fetchStatus.error,
-        transactions: transactionsWithCOT,
+        transactions: filteredTransactionsWithCOT,
         selectedCheckBoxTransactionIds,
         transactionIdsWithUnsavedData,
         uncategorizedAccounts: uncategorizedIncomeExpense,
@@ -107,7 +159,7 @@ function getExpenseAutomationTransactionView(state) {
         classHierarchyList,
         isAccountingProjectsEnabled,
         projectList,
-        transactionLocalData,
+        transactionLocalData: filteredTransactionLocalData,
         uiState,
         refreshStatus,
         saveStatus,

package/lib/view/expenseAutomationView/transactionFilterHelpers.d.ts

@@ -0,0 +1,65 @@
+/**
+ * Filter machinery for the Transaction Categorization feature inside
+ * Expense Automation. Intentionally self-contained — does NOT import anything
+ * from `view/spendManagement/*`, because Transaction Categorization is not a
+ * Spend Management product. Generic primitives (`CategoryCombinationOperator`,
+ * `FilterCategoryType`) are redeclared locally rather than imported across the
+ * feature boundary; their definitions happen to coincide with the
+ * spend-management equivalents, which is fine — they're the same primitive
+ * concept used independently by both feature groups.
+ */
+import { Amount } from '../../commonStateTypes/amount';
+import { ID } from '../../commonStateTypes/common';
+import { TransactionType } from '../../entity/transaction/stateTypes/transactionType';
+import { SupportedTransactionWithCOT } from '../../entity/transaction/transactionState';
+import { ZeniDate } from '../../zeniDayJS';
+import { TransactionReviewLocalDataSelectorView } from './selectorTypes/transactionsViewSelectorTypes';
+/** Local copy of the generic combination operator — independent of SM. */
+export type CategoryCombinationOperator = 'AND' | 'OR';
+/** Local copy of the generic filter category-input type — independent of SM. */
+export type FilterCategoryType = 'searchAutocomplete' | 'user' | 'dateRange' | 'numberRange' | 'dropdown';
+export type TransactionFilterEntityType = 'transaction_categorization' | 'customer' | 'vendor' | 'merchant';
+export type TransactionFilterCategoryField = 'payment_account_name' | 'payment_account_type' | 'payee' | 'category' | 'class' | 'amount';
+export interface TransactionFilterCategoryDropdownOption {
+    value: TransactionFilterCategoryField;
+    multiple?: boolean;
+    type?: FilterCategoryType;
+}
+export declare const TRANSACTION_FILTER_CATEGORIES: TransactionFilterCategoryDropdownOption[];
+/** Amount filter operators for transaction_categorization. */
+export type TransactionFilterAmountMatchingOperator = 'equal' | 'not-equal' | 'lessThan' | 'greaterThan' | 'inBetween';
+export interface TransactionFilterCategory {
+    field: TransactionFilterCategoryField;
+    matchingOperator: TransactionFilterAmountMatchingOperator;
+    values: (string | number)[];
+    valuesCombinationOperator: 'ANY';
+}
+export interface TransactionFilters {
+    categories: TransactionFilterCategory[];
+    categoryCombinationOperator: CategoryCombinationOperator;
+}
+export interface TransactionView {
+    amount: Amount;
+    createTime: ZeniDate;
+    date: ZeniDate;
+    description: string;
+    id: ID;
+    memo: string;
+    transaction: SupportedTransactionWithCOT;
+    type: TransactionType;
+    customerId?: ID;
+    customerName?: string;
+    transactionLocalData?: TransactionReviewLocalDataSelectorView;
+    typeName?: string;
+    vendorId?: ID;
+    vendorName?: string;
+}
+/**
+ * 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 declare const applyTransactionFilters: (transactions: TransactionView[], filters?: TransactionFilters) => TransactionView[];

package/lib/view/expenseAutomationView/transactionFilterHelpers.js

@@ -0,0 +1,190 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.applyTransactionFilters = exports.TRANSACTION_FILTER_CATEGORIES = void 0;
+exports.TRANSACTION_FILTER_CATEGORIES = [
+    { value: 'payment_account_name', type: 'dropdown' },
+    { value: 'payment_account_type', type: 'dropdown' },
+    { value: 'payee', type: 'searchAutocomplete' },
+    { value: 'category', type: 'dropdown' },
+    { value: 'class', type: 'dropdown' },
+    { value: 'amount', type: 'numberRange' },
+];
+/**
+ * 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.
+ */
+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));
+    });
+};
+exports.applyTransactionFilters = applyTransactionFilters;

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

@@ -15,6 +15,7 @@ import { TransactionCategory, TransactionType } from '../../../entity/transactio
 import { VendorBase } from '../../../entity/vendor/vendorState';
 import { ZeniDate } from '../../../zeniDayJS';
 import { EntityRecommendationKey } from '../../recommendation/recommendationState';
+import { TransactionFilters } from '../transactionFilterHelpers';
 import { TransactionDetailKey } from '../../transactionDetail/transactionDetailState';
 export declare const toTransactionsSortKey: (v: string) => "date" | "amount" | "vendor" | "project" | "category" | "class" | "payment_account" | "transaction_type" | "memo_and_receipt";
 export type TransactionsSortKey = ReturnType<typeof toTransactionsSortKey>;
@@ -91,6 +92,7 @@ export interface SupportedTransactionCategorization {
 }
 export declare const initialSupportedTransactionCategorization: SupportedTransactionCategorization;
 export interface TransactionsTabViewState extends FetchedState {
+    filters: TransactionFilters;
     markAsNotMiscategorizedStatus: FetchStateAndError;
     refreshStatus: FetchStateAndError;
     saveStatus: FetchStateAndError;

package/lib/view/onboardingView/customerView/onboardingCustomerViewReducer.d.ts

@@ -1,7 +1,6 @@
 import { ID } from '../../../commonStateTypes/common';
 import { ZeniAPIStatus } from '../../../responsePayload';
 import { CompanyOfficerType } from '../../companyView/types/companyPassport/companyUsersLocalData';
-import { CompanyDetailsLocalData, CompanyOfficerLocalData } from '../../spendManagement/commonSetup/setupViewState';
 import { PlaidLinkTokenType } from '../../spendManagement/plaidAccount/plaidAccountViewState';
 import { OnboardingCustomerViewState, OnboardingCustomerViewUIState, OnboardingStep } from './onboardingCustomerViewState';
 export declare const initialState: OnboardingCustomerViewState;
@@ -73,33 +72,11 @@ export declare const fetchOnboardingCustomerView: import("@reduxjs/toolkit").Act
     companyId: ID;
     currentStep?: OnboardingStep;
     reCalculateCurrentStep?: boolean;
-}, "onboardingCustomerView/updateOnboardingCustomerViewLocalStoreData">, saveOnboardingCustomerViewDataInLocalStore: import("@reduxjs/toolkit").ActionCreatorWithPayload<Partial<import("../../spendManagement/commonSetup/setupViewState").SetupViewLocalData>, "onboardingCustomerView/saveOnboardingCustomerViewDataInLocalStore">, saveOnboardingCompnayOfficerPhoneInLocalStore: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "onboardingCustomerView/updateOnboardingCustomerViewLocalStoreData">, saveOnboardingCustomerViewDataInLocalStore: import("@reduxjs/toolkit").ActionCreatorWithPayload<Partial<import("../../..").SetupViewLocalData>, "onboardingCustomerView/saveOnboardingCustomerViewDataInLocalStore">, saveOnboardingCompnayOfficerPhoneInLocalStore: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     officerType: CompanyOfficerType;
     phone: string | number;
 }, "onboardingCustomerView/saveOnboardingCompnayOfficerPhoneInLocalStore">, updateOnboardingCustomerViewUIState: import("@reduxjs/toolkit").ActionCreatorWithPayload<Partial<OnboardingCustomerViewUIState>, "onboardingCustomerView/updateOnboardingCustomerViewUIState">, sendOnboardingOfficerOtp: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/sendOnboardingOfficerOtp">, sendOnboardingOfficerOtpSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     otpChallenge: string;
-}, "onboardingCustomerView/sendOnboardingOfficerOtpSuccess">, sendOnboardingOfficerOtpFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "onboardingCustomerView/sendOnboardingOfficerOtpFailure">, resendOnboardingOfficerOtp: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/resendOnboardingOfficerOtp">, verifyOnboardingOfficerOtp: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/verifyOnboardingOfficerOtp">, verifyOnboardingOfficerOtpSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/verifyOnboardingOfficerOtpSuccess">, verifyOnboardingOfficerOtpFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "onboardingCustomerView/verifyOnboardingOfficerOtpFailure">, clearOnboardingCustomerViewDataInLocalStore: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/clearOnboardingCustomerViewDataInLocalStore">, clearOnboardingCustomerView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/clearOnboardingCustomerView">, applyKycDocumentAutofillForOnboarding: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: {
-    autoFilledFieldNames: string[];
-    companyId: ID;
-    officerType: CompanyOfficerType;
-    values: Partial<CompanyOfficerLocalData>;
-}], {
-    autoFilledFieldNames: string[];
-    companyId: ID;
-    officerType: CompanyOfficerType;
-    values: Partial<CompanyOfficerLocalData>;
-}, "onboardingCustomerView/applyKycDocumentAutofillForOnboarding", never, never>, applyKybDocumentAutofillForOnboarding: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: {
-    autoFilledFieldNames: string[];
-    companyId: ID;
-    values: Partial<CompanyDetailsLocalData>;
-}], {
-    autoFilledFieldNames: string[];
-    companyId: ID;
-    values: Partial<CompanyDetailsLocalData>;
-}, "onboardingCustomerView/applyKybDocumentAutofillForOnboarding", never, never>, clearKycKybAutofillForOnboarding: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload?: {
-    officerType?: CompanyOfficerType;
-} | undefined], {
-    officerType?: CompanyOfficerType;
-}, "onboardingCustomerView/clearKycKybAutofillForOnboarding", never, never>;
+}, "onboardingCustomerView/sendOnboardingOfficerOtpSuccess">, sendOnboardingOfficerOtpFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "onboardingCustomerView/sendOnboardingOfficerOtpFailure">, resendOnboardingOfficerOtp: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/resendOnboardingOfficerOtp">, verifyOnboardingOfficerOtp: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/verifyOnboardingOfficerOtp">, verifyOnboardingOfficerOtpSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/verifyOnboardingOfficerOtpSuccess">, verifyOnboardingOfficerOtpFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "onboardingCustomerView/verifyOnboardingOfficerOtpFailure">, clearOnboardingCustomerViewDataInLocalStore: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/clearOnboardingCustomerViewDataInLocalStore">, clearOnboardingCustomerView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/clearOnboardingCustomerView">;
 declare const _default: import("redux").Reducer<OnboardingCustomerViewState>;
 export default _default;