@zeniai/client-epic-state 5.0.69-betaAR4 → 5.0.69-betaAR5

package/lib/esm/commonStateTypes/filterPrimitives.js

@@ -0,0 +1,20 @@
+/**
+ * Shared filter primitives — used by both Transaction Categorization and
+ * Spend Management filter pipelines.
+ *
+ * These types are deliberately decoupled from any specific feature group:
+ *
+ *   - `CategoryCombinationOperator` is how a `categories[]` array combines
+ *     (`AND` ⇒ every category must match; `OR` ⇒ any category matches).
+ *   - `FilterCategoryType` is the input-type tag a filter category uses to
+ *     pick its value-picker UI (text autocomplete, user picker, date range,
+ *     number range, plain dropdown).
+ *
+ * They used to be redeclared locally in both `transactionFilterHelpers.ts`
+ * and `spendManagementFilterHelpers.ts` to keep the feature groups
+ * independent. Centralising them here is consistent with Route B (which
+ * separated the *matching pipelines*, not the *shared primitive types*) and
+ * removes the maintenance trap of two identical type definitions drifting
+ * apart over time.
+ */
+export {};

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

@@ -1,7 +1,8 @@
+import { createSelector } from '@reduxjs/toolkit';
 import flatMap from 'lodash/flatMap';
 import { getCOABalances } from '../../commonStateTypes/coaBalance/coaBalance';
 import { sortComparator } from '../../commonStateTypes/coaBalance/sortBalancesByFreeRangeTotal';
-import { getAccountKey, } from './accountState';
+import { getAccountKey, isPaymentAccountType, } from './accountState';
 function getCommonAccountFields(accountState, id) {
     const key = getAccountKey(id.reportId, id.accountId, id.classesViewParentId, id.accountsViewParentId, id.projectsViewParentId);
     const account = accountState.accountsByKey[key];
@@ -179,3 +180,47 @@ export const getAccountIdsForLabels = (accountState, labels) => {
     });
     return allAccountIdsForLabels;
 };
+/**
+ * Returns all accounts currently in state (single pass over accountsByKey).
+ * Use for dropdowns that need account names and types; map to
+ * { accountId, accountName, accountType } as needed.
+ */
+export const getAllAccounts = (accountState) => Object.values(accountState.accountsByKey);
+/**
+ * Partitions accounts for transaction filter dropdowns: bank/credit_card → paymentAccountNames,
+ * all other account types → categoryOptions. Use for payment_account_name and category filter options.
+ *
+ * Memoised via `createSelector` so the composite `{categoryOptions,
+ * paymentAccountNames}` keeps a stable identity across Redux dispatches that
+ * don't change account data. Without this, every consumer using
+ * `useSelector(state => getTransactionFilterAccountOptions(state.accountState))`
+ * would re-render on every dispatch (the inline call returns a fresh outer
+ * object each time, defeating reference equality).
+ */
+export const getTransactionFilterAccountOptions = createSelector(
+// Key the memo on the underlying `accountsByKey` record rather than on
+// `getAllAccounts` output: the latter returns a fresh `Object.values(...)`
+// array on every call, which would defeat reselect's reference-equality
+// check and re-run the projection on every dispatch.
+[(accountState) => accountState.accountsByKey], (accountsByKey) => {
+    const accounts = Object.values(accountsByKey);
+    const paymentAccountNames = [];
+    const categoryOptions = [];
+    for (const account of accounts) {
+        if (account.accountType == null) {
+            continue;
+        }
+        const option = {
+            accountId: account.accountId,
+            accountName: account.accountName,
+            accountType: account.accountType,
+        };
+        if (isPaymentAccountType(account.accountType)) {
+            paymentAccountNames.push(option);
+        }
+        else {
+            categoryOptions.push(option);
+        }
+    }
+    return { categoryOptions, paymentAccountNames };
+});

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

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

package/lib/esm/entity/approvalRule/approvalRulePayload.js

@@ -14,139 +14,18 @@ export const toApprovalRule = (payload) => ({
     version: payload.version,
     criteria: toApprovalCriteria(payload.criteria),
     steps: toApprovalSteps(payload.steps),
-    description: payload.description ?? undefined,
-    priority: payload.priority,
-    isFallback: payload.is_fallback ?? false,
-    // separationOfDuties: backend doesn't ship this field yet; left undefined
-    // until the spec is finalized.
-    areApprovalsSerialized: payload.are_approvals_serialized,
-    pendingApprovalsCount: payload.pending_approvals_count,
-    pendingEntityApprovalUpdateStatus: payload.pending_entity_approval_update_status,
 });
-/**
- * Maps the wire-level criteria block into the state-side discriminated
- * `Criteria[]` union.
- *
- * The wire keeps each condition as a flat row inside `conditions[]`.
- * Amount comparisons can show up as a `gte` only, a `lte` only, or a
- * `gte` + `lte` pair — those collapse into a single AmountCriteria whose
- * `comparator` is `greater_than`, `less_than`, or `range` respectively.
- *
- * Vendor and department conditions map one-to-one: `in` becomes `is`,
- * `not_in` becomes `is_not`.
- *
- * Resilient to two forms of upstream drift:
- *  - Missing / null criteria → returns [].
- *  - Legacy criteria shape (array of amount-range objects, the pre-3.0
- *    wire) → converted to an AmountCriteria so existing rules in production
- *    still render while the backend rolls out.
- */
 const toApprovalCriteria = (payload) => {
-    if (payload == null) {
-        return [];
-    }
-    if (Array.isArray(payload)) {
-        // Legacy pre-3.0 wire: an array of amount-range entries.
-        return legacyAmountRangeToCriteria(payload);
-    }
-    if (!Array.isArray(payload.conditions)) {
-        return [];
-    }
-    const results = [];
-    const amountCriteria = toAmountCriteria(payload);
-    if (amountCriteria != null) {
-        results.push(amountCriteria);
-    }
-    payload.conditions
-        .filter((condition) => condition.field === 'vendor_id')
-        .forEach((condition) => {
-        const vendor = toVendorCriteria(condition);
-        if (vendor != null) {
-            results.push(vendor);
-        }
-    });
-    payload.conditions
-        .filter((condition) => condition.field === 'department_id')
-        .forEach((condition) => {
-        const department = toDepartmentCriteria(condition);
-        if (department != null) {
-            results.push(department);
-        }
-    });
-    return results;
-};
-const legacyAmountRangeToCriteria = (legacy) => {
-    if (legacy.length === 0) {
-        return [];
-    }
-    const first = legacy[0] ?? {};
-    const currency = first.currency_code ?? 'USD';
-    const symbol = first.currency_symbol ?? '$';
-    const min = typeof first.min === 'number'
-        ? toAmount(first.min, currency, symbol)
-        : undefined;
-    const max = typeof first.max === 'number'
-        ? toAmount(first.max, currency, symbol)
-        : undefined;
-    if (min == null && max == null) {
-        return [];
-    }
-    const comparator = min != null && max != null
-        ? 'range'
-        : min != null
-            ? 'greater_than'
-            : 'less_than';
-    return [{ type: 'amount', comparator, min, max }];
-};
-const toAmountCriteria = (payload) => {
-    if (!Array.isArray(payload.conditions)) {
-        return undefined;
-    }
-    const amountConditions = payload.conditions.filter((condition) => condition.field === 'amount');
-    const gteCondition = amountConditions.find((condition) => condition.type === 'gte' || condition.type === 'eq');
-    const lteCondition = amountConditions.find((condition) => condition.type === 'lte');
-    if (gteCondition == null && lteCondition == null) {
-        return undefined;
-    }
-    const currencyCode = payload.currency_code ?? 'USD';
-    const currencySymbol = payload.currency_symbol ?? '$';
-    const min = typeof gteCondition?.value === 'number'
-        ? toAmount(gteCondition.value, currencyCode, currencySymbol)
-        : undefined;
-    const max = typeof lteCondition?.value === 'number'
-        ? toAmount(lteCondition.value, currencyCode, currencySymbol)
-        : undefined;
-    let comparator;
-    if (min != null && max != null) {
-        comparator = 'range';
-    }
-    else if (min != null) {
-        comparator = 'greater_than';
-    }
-    else {
-        comparator = 'less_than';
-    }
-    return { type: 'amount', comparator, min, max };
-};
-const toVendorCriteria = (condition) => {
-    if (!Array.isArray(condition.value)) {
-        return undefined;
-    }
-    return {
-        type: 'vendor',
-        operator: condition.type === 'not_in' ? 'is_not' : 'is',
-        vendorIds: condition.value,
-    };
-};
-const toDepartmentCriteria = (condition) => {
-    if (!Array.isArray(condition.value)) {
-        return undefined;
-    }
-    return {
-        type: 'department',
-        operator: condition.type === 'not_in' ? 'is_not' : 'is',
-        departmentIds: condition.value,
-    };
+    return payload.map((criteria) => ({
+        rangeType: criteria.type,
+        rangeEntity: criteria.range_entity,
+        range: {
+            min: toAmount(criteria.min, criteria.currency_code, criteria.currency_symbol),
+            max: criteria.max != null
+                ? toAmount(criteria.max, criteria.currency_code, criteria.currency_symbol)
+                : undefined,
+        },
+    }));
 };
 const toApprovalSteps = (payload) => {
     return payload.map((step) => ({

package/lib/esm/entity/approvalRule/approvalRuleSelector.js

@@ -7,38 +7,3 @@ export function getApprovalRulesByIds(approvalRuleState, approvalRuleIds) {
         .filter((value) => value != null);
     return approvalRulesByIds;
 }
-/**
- * Returns the amount-range portion of a rule's criteria, if any.
- *
- * Use this whenever a caller needs to read amount min/max from the new
- * discriminated `Criteria` union without inlining a type guard.
- */
-export function getAmountCriteria(criteria) {
-    return criteria.find((c) => c.type === 'amount');
-}
-export function getVendorCriteria(criteria) {
-    return criteria.find((c) => c.type === 'vendor');
-}
-export function getDepartmentCriteria(criteria) {
-    return criteria.find((c) => c.type === 'department');
-}
-/**
- * Returns all rules of the given entityType, sorted by `priority` ascending.
- *
- * Rules without a `priority` value sort to the end (treated as Infinity).
- * Use this for the list page where rules render in evaluation order.
- */
-export function getApprovalRulesByEntityType(approvalRuleState, entityType) {
-    return Object.values(approvalRuleState.approvalRuleById)
-        .filter((rule) => rule.entityType === entityType)
-        .sort((a, b) => (a.priority ?? Infinity) - (b.priority ?? Infinity));
-}
-/**
- * Returns the tenant's fallback rule for the given entityType, if one exists.
- *
- * The fallback rule is shown by the "fallback engine active" banner on the
- * list page and is used to handle bills/reimbursements that match no other rule.
- */
-export function getFallbackApprovalRule(approvalRuleState, entityType) {
-    return Object.values(approvalRuleState.approvalRuleById).find((rule) => rule.entityType === entityType && rule.isFallback === true);
-}

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

@@ -1,3 +1,4 @@
+import { createSelector } from '@reduxjs/toolkit';
 import recordGet from 'lodash/get';
 import { getCOABalances } from '../../commonStateTypes/coaBalance/coaBalance';
 import { getAccount } from '../account/accountSelector';
@@ -50,3 +51,50 @@ export function getClassReport(classState, accountState, id, filter) {
         accounts: accountReport,
     };
 }
+/**
+ * Returns all classes currently in state (single pass over classesByKey).
+ * Use for dropdowns that need class names; map to { classId, className } as needed.
+ */
+export function getAllClasses(classState) {
+    return Object.values(classState.classesByKey);
+}
+/**
+ * Memoised projection of `getAllClasses` to the `{classId, className}` shape
+ * expected by filter dropdowns. Consumers should prefer this over inlining a
+ * `getAllClasses(...).map(...)` inside `useSelector`: the inline map allocates
+ * a fresh array on every Redux dispatch, breaking `useSelector`'s
+ * reference-equality optimisation and triggering re-renders on every state
+ * change unrelated to class data.
+ *
+ * Two cleanups happen here, intentionally inside the selector so every
+ * consumer benefits uniformly:
+ *   1. **Drop entries with a blank `className`.** Soft-deleted classes can
+ *      retain their classId in state while the human name is blanked, which
+ *      would otherwise render as an empty row in the filter dropdown.
+ *   2. **Dedupe by `classId`.** `classesByKey` is keyed by
+ *      `${classId}-${reportId}` (see `getClassKey`), so a class loaded under
+ *      multiple report contexts appears as multiple entries from
+ *      `Object.values(classesByKey)`. The first non-blank entry per
+ *      `classId` wins.
+ */
+export const getClassFilterOptions = createSelector(
+// Key the memo on the underlying `classesByKey` record rather than on
+// `getAllClasses` output: the latter returns a fresh `Object.values(...)`
+// array on every call, which would defeat reselect's reference-equality
+// check and re-run the projection on every dispatch.
+[(classState) => classState.classesByKey], (classesByKey) => {
+    const classes = Object.values(classesByKey);
+    const seenClassIds = new Set();
+    const options = [];
+    for (const c of classes) {
+        if (c.classId == null || seenClassIds.has(c.classId)) {
+            continue;
+        }
+        if (c.className == null || c.className.trim() === '') {
+            continue;
+        }
+        seenClassIds.add(c.classId);
+        options.push({ classId: c.classId, className: c.className });
+    }
+    return options;
+});

package/lib/esm/index.js

@@ -24,6 +24,7 @@ import { mapTimePeriodtoTimeframeTick, toTimePeriod, toTimeframeTick, } from './
 import { isAgingReport, isCashFlowOrBalanceSheetReport, isDashboardClassesViewReport, isDashboardReport, isFluxAnalysisOpExReport, isOpExByVendorReport, isPAndLClassesViewReport, isPAndLProjectViewReport, isPAndLReport, } from './commonStateTypes/viewAndReport/reportIDHelper';
 import { toReportFormatStrict, toReportID, } from './commonStateTypes/viewAndReport/viewAndReport';
 import { PAYMENT_BUSINESS_DAYS, filterDays, getNextNthWorkingDay, getPreviousNthWorkingDay, getYearsList, holidaysFormatted, isHoliday, isHolidayToday, } from './commonStateTypes/workingDayHelper';
+import { getAllAccounts, getTransactionFilterAccountOptions, } from './entity/account/accountSelector';
 import { toAccountType, toReconciliationAccountSource, } from './entity/account/accountState';
 import { getAccountGroupKey, toAccountGroupType, } from './entity/accountGroup/accountGroupState';
 /**
@@ -32,7 +33,6 @@ import { getAccountGroupKey, toAccountGroupType, } from './entity/accountGroup/a
 import { getAccountReconByAccountIdAndSelectedPeriod, } from './entity/accountRecon/accountReconSelector';
 import { getAddressByAddressId } from './entity/address/addressSelector';
 import { toAttributeOrRoleTypeStrict, toAttributeTypeStrict, toRoleTypeStrict, } from './entity/approvalRule/approvalRuleState';
-import { getAmountCriteria, getApprovalRulesByEntityType, getDepartmentCriteria, getFallbackApprovalRule, getVendorCriteria, } from './entity/approvalRule/approvalRuleSelector';
 import { toOutsideZeniPaymentModeType, } from './entity/billPay/billTransaction/billTransactionState';
 import { toRecurringBillFrequency, toRecurringBillFrequencyStrict, } from './entity/billPay/recurringBills/recurringBillsState';
 import { toCardAddressType, toCardType, toCreditLimitFrequencyCodeType, toShippingAddressType, } from './entity/chargeCard/chargeCard';
@@ -169,7 +169,7 @@ import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFl
 import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryJeSchedule as retryExpenseAutomationJESchedule, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, updateJESchedulesUIState as updateExpenseAutomationJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
 import { acknowledgeBulkUploadConfirmMatchComplete, bulkUploadAutomatchingTimedOut, bulkUploadReceipts, bulkUploadReceiptsFailure, bulkUploadReceiptsSuccess, clearBulkUpload, clearManualSearchResults, clearMissingReceiptsTabNavigation, confirmBulkUploadMatch, confirmBulkUploadMatchFailure, confirmBulkUploadMatchSuccess, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsFailure, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, fetchBulkUploadBatchesFailure, fetchBulkUploadBatchesSuccess, fetchCompletedTransactions, fetchCompletedTransactionsFailure, fetchCompletedTransactionsSuccess, fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, searchTransactionsForManualMatch, searchTransactionsForManualMatchFailure, searchTransactionsForManualMatchSuccess, setBulkUploadCompletedSubTab, setBulkUploadResultsTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, storeBatchDetails, updateBulkUploadProgress, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess, } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
 import { deleteAccountStatement, excludeAccountFromReconciliation, fetchReconciliation as fetchReconciliationView, includeAccountInReconciliation, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, updateAccountReconciliationLocalData as updateExpenseAutomationAccountReconciliationLocalData, updateSelectedAccountId as updateExpenseAutomationAccountReconciliationSelectedAccountId, updateSelectedTab as updateExpenseAutomationAccountReconciliationSelectedTab, updateReconListScrollPosition as updateExpenseAutomationReconListScrollPosition, updateReviewTabSortState as updateExpenseAutomationReconReviewTabListSortState, updateReviewTabLocalData as updateExpenseAutomationReconReviewTabLocalData, updateReconcileTabListScrollState as updateExpenseAutomationReconcileTabListScrollState, updateReconcileTabListSortState as updateExpenseAutomationReconcileTabListSortState, updateReconcileTabLocalData as updateExpenseAutomationReconcileTabLocalData, updateSelectedDrawerAccountId as updateExpenseAutomationSelectedDrawerAccountId, updateNodeCollapseState, updateStatementUploadChosen, uploadAccountStatement, } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
-import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markTransactionAsNotMiscategorized, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
+import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markTransactionAsNotMiscategorized, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, updateTransactionFilters, uploadTransactionCategorizationReceiptSuccess, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
 import { getExpenseAutomationFluxAnalysisView } from './view/expenseAutomationView/selectors/fluxAnalysisViewSelector';
 import { getExpenseAutomationReconciliationView, isAccountReconReport, } from './view/expenseAutomationView/selectors/reconciliationViewSelector';
 import { getExpenseAutomationTransactionView } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
@@ -337,6 +337,7 @@ import { getRemiBusinessVerificationDetails, getRemiSetupViewDetails, } from './
 import { approveOrRejectRemisBulkAction, autoReviewPendingApprovalRemis, cancelOrDeleteRemisBulkAction, clearAllRemisFromBulkActionList, clearRemiBulkActionView, incrementRemiBulkActionProcessedCount, removeRemiFromBulkActionList, reviewDraftRemisBulkAction, submitDraftRemisBulkAction, updateRemisBulkActionList, } from './view/spendManagement/reimbursement/remisBulkActionView/remisBulkActionViewReducer';
 import { getRemisBulkOperationProgress, getRemisBulkReviewView, } from './view/spendManagement/reimbursement/remisBulkActionView/remisBulkActionViewSelector';
 import { hideCreatedByFilter, } from './view/spendManagement/spendManagementFilterHelpers';
+import { TRANSACTION_FILTER_CATEGORIES, applyTransactionFilters, } from './view/expenseAutomationView/transactionFilterHelpers';
 import { acceptTreasuryTerms, clearTreasurySetupView, fetchPortfolioAllocation, fetchTreasuryFunds, fetchTreasurySetupView, updateFundAllocationLocalData, updatePortfolioAllocation, updateTreasuryVideoViewed, } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewReducer';
 import { getTreasuryBusinessVerificationDetails, getTreasurySetupViewDetails, } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewSelector';
 import { getTreasuryFundsMaximumYield, } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewState';
@@ -449,15 +450,15 @@ export {
 BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, DEFAULT_COMPLETED_SUB_TAB, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, toExpenseAutomationJEScheduleMainTab, toExpenseAutomationJEScheduleSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, fetchExpenseAutomationMissingReceipts, 
 // Bulk Upload Actions
 bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, getExpenseAutomationFluxAnalysisView, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, updateFluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, getExpenseAutomationReconciliationView, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, getAccountReconByAccountIdAndSelectedPeriod, toReconciliationTabsType, isAccountReconReport, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, toReconciliationAccountSource, deleteAccountStatement, uploadAccountStatement, updateNodeCollapseState, updateStatementUploadChosen, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, };
-export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateSelectedCheckboxTransactionIds, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, toTransactionsSortKey, };
+export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateTransactionFilters, updateSelectedCheckboxTransactionIds, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, toTransactionsSortKey, };
 export { TOP_EX_TIME_PERIODS };
 export { toTimeframeTick, mapTimePeriodtoTimeframeTick, toTimePeriod, toAbsoluteDay, toMonthYearPeriodId, convertToPeriod, };
 export { toVendorSpendTrendFilterTabsTypeStrict, } from './entity/vendorExpense/vendorExpenseSelector';
 export { getNumberOfPeriods };
 export { SCHEDULE_DAYS_OF_MONTH, toScheduleDaysOfMonth, toMonth, toMonthStrict, toQuarter, toQuarterStrict, };
 export { getTenantBaseById, getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getTenantsByCheckInDateSelector, getTenantsBaseByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, toTenantCoreDetailsView, getTenantBaseViewForTenantView, getTenantBaseViewForTenantId, isZeniDomainTenant, isTenantUsingZeniCOA, fetchActiveTenant, fetchAllTenants, updateCurrentTenant, clearAll, doMagicLinkSignIn, verifyDeviceWithTwoFA, resendVerifyDeviceOTP, sendEmailMagicLinkToUser, doSignIn, updateSignInState, doSignOut, sendSessionHeartbeat, resetSignInState, fetchExcludedResourcesForTenant, fetchExternalConnectionsForTenant, saveExternalConnectionForTenant, deleteConnection, saveAPIKeyConnection, saveConnectorCredentials, saveOAuthConnection, toExternalIntegrationType, toExternalSupportedTool, fetchSubscriptionSummaryForTenant, isTenantBankingOnly, isTenantCardsOnly, isTenantBookkeepingEnabled, isOtherProductsEnabledForTenant, };
-export { toAccountType, toAccountGroupType, getAccountGroupKey, };
-export { getClassById } from './entity/class/classSelector';
+export { toAccountType, toAccountGroupType, getAccountGroupKey, getAllAccounts, getTransactionFilterAccountOptions, };
+export { getAllClasses, getClassById, getClassFilterOptions, } from './entity/class/classSelector';
 export { getForecast };
 export { getUserName, getUserByUserId, getUsersByUserIds, getAllZeniUsersFromState, } from './entity/user/userSelector';
 export { toUserRoleType, toUserRoleTypeStrict, isFinOpsUserRoleType, hasAdminLevelAccess, hasFullOrAdminLevelAccess, hasReimbursementUserAccess, hasEmployeeLevelAccess, hasBookKeepingAdminLevelAccess, hasBookKeepingUserLevelAccess, isNonZeniRole, hasInvestorBankerLevelAccess, getUserRoleMap, hasOnlyBillPayAccess, hasZeniRoleOrCompanyOfficerAccess, hasSuperAdminLevelAccess, hasBillPayFallbackAdminLevelAccess, hasRemiFallbackAdminLevelAccess, hasOnlyReimbursementAccess, hasOnlyChargeCardAccess, hasOnlyZeniAccountsAccess, isZeniSignedInUser, getUserRoleByUserId, getUserRoleByUserIds, hasChargeCardAccess, hasZeniAccountsAccess, hasTreasuryAccess, hasTreasuryAdminLevelAccess, hasBillPayAccess, hasReimbursementAccess, hasReimbursementAdminLevelAccess, hasBillPayAdminLevelAccess, hasChargeCardAdminLevelAccess, hasSpendManagementAccess, hasSpendManagementAdminLevelAccess, hasZeniAccountsAdminLevelAccess, hasAnyCompanyRole, hasAnyFinOpRole, hasBillPayAccessible, hasReimbursementAccessible, hasZeniAccountsAccessible, hasChargeCardAccessible, hasTreasuryAccessible, hasAICFOAccess, };
@@ -557,6 +558,10 @@ export { toRemiSubTabType, toRemiSubTabTypeStrict, toRemiTabType, toRemiTabTypeS
 export { getClassList, fetchClassList, getProjectList, fetchProjectList, };
 export { fetchBillList, fetchBillListPerTab, updateTab, updateSubTab, updateSelectedBillId, updateBillDetailSaveBillCode, fetchVendorByNameAndParseInvoice, saveBillUpdatesToLocalStore, discardBillUpdatesInLocalStore, saveBillDetail, approveOrRejectBill, updateApprovalStatusOnSuccess, deleteBill, cancelAndDeleteBill, retryOrRefundBill, getBillList, getBillDownloadList, getBillDetailView, checkApproveRejectBtnShowForBill, getBillTransactionDetailKey, fetchBillDetail, fetchEditBillDetailPage, fetchAndUpdateVendorRecommendations, fetchDuplicateBill, clearBillPayReview, getEditBillDetail, getReviewPageBillDetail, fetchBillAndInitializeLocalStore, updateShowAutofill, saveVendorSuccessOrFailure, updateBillListUIState, BILL_PAY_FILTER_CATEGORIES, updateVendorDetailLocalData, resetVendorDetailLocalData, resetVendorSaveStatus, updateContactsInVendorDetailLocalData, updateVendorTabDetailUIState, updateContactsInVendorTabDetailLocalData, updateBillUploadFetchState, updateBillListSearchResult, fetchUserDetails, verifyUser, updateVendorContact, toPaymentToOption, convertAmountToHomeCurrency, fetchVendorAndUpdateBillLocalData, markBillForRetry, updateWithdrawFromAccountId, removeBillFileFromLocalStore, replaceBillFileInLocalStore, updateShouldReplaceBillData, };
 export { hideCreatedByFilter, };
+// Transaction Categorization filter API — lives under Expense Automation,
+// not Spend Management. Kept in a separate re-export block to make the
+// separation visible at the barrel level.
+export { TRANSACTION_FILTER_CATEGORIES, applyTransactionFilters, };
 export { fetchBillPaySetupView, fetchZeniAccountSetupView, enableSetup, getPaymentAccounts, getPlaidLinkToken, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData, updateBusinessVerificationDetails, updatePaymentAccount, updatePaymentAccountLoginStatus, updatePaymentAccountStatus, establishPlaidConnection, updateMappedCashAccount, updatePrimaryFundingAccount, acceptBillPayTerms, acceptZeniAccountTerms, acceptBillPayUpdatedTerms, saveSetupViewDataInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, saveIndustryAndIncDateInLocalStore, clearSetupViewDataInLocalStore, clearBillPaySetupView, clearZeniAccountSetupView, sendOtp, resendOtp, verifyOtp, getBillPaySetupViewDetails, getPlaidAccountDetails, getZeniAccountSetupViewDetails, getBusinessVerificationDetails, getBillPayBusinessVerificationDetails, getZeniAccountBusinessVerificationDetails, getTreasuryBusinessVerificationDetails, getCommonSetupViewDetails, getTwoFactorAuthenticationView, getTwoFactorAuthenticationViewForCardUserOnboarding, getTwoFactorAuthenticationViewForChargeCardHolder, };
 export { getApprovalRuleViewDetails, getBankConnectionsSetupViewDetails, getIntegrationsView, };
 export { fetchUserFinancialAccount };
@@ -564,7 +569,7 @@ export { getUserFinancialAccount };
 export { fetchRemiSetupView, updateMileageDetails, saveRemiSetupViewDataInLocalStore, acceptRemiTerms, acceptEmployeeRemiTerms, clearRemiSetupView, getRemiSetupViewDetails, getRemiBusinessVerificationDetails, };
 export { VERIFIED_PAYMENT_ACCOUNT_PROVIDER_VERIFICATION_STATUS, };
 export { isSuccessResponse, isInvalidSessionError, isAccessDeniedError, };
-export { getAmountCriteria, getApprovalRulesByEntityType, getDepartmentCriteria, getFallbackApprovalRule, getVendorCriteria, toAttributeTypeStrict, toAttributeOrRoleTypeStrict, toRoleTypeStrict, };
+export { toAttributeTypeStrict, toAttributeOrRoleTypeStrict, toRoleTypeStrict, };
 export { getBillPaySetupApproverView, getBillPaySetupApproverUpdateDataView, fetchBillPaySetupApproverView, fetchBillPayApproversDetails, fetchBillPayApproversList, deleteBillPayApprovalRule, saveBillPaySetupApproverViewUpdateData, saveBillPaySetupApproverViewUpdates, setBillsSetupApproverViewListeningToPusherEvent, initializeBillPaySetupApproverViewUpdateData, clearBillPaySetupApproverViewUpdateData, clearBillPaySetupApproverView, };
 export { getRemiSetupApproverView, getRemiSetupApproverUpdateDataView, fetchRemiSetupApproverView, fetchRemiApproversList, fetchRemiApproversDetails, deleteRemiApprovalRule, saveRemiSetupApproverViewUpdateData, saveRemiSetupApproverViewUpdates, initializeRemiSetupApproverViewUpdateData, setRemiSetupApproverViewListeningToPusherEvent, clearRemiSetupApproverViewUpdateData, clearRemiSetupApproverView, };
 export { getRemiDetailView, checkApproveRejectBtnShowForRemi, };

package/lib/esm/view/companyHealthMetricView/companyHealthMetricViewSelector.js

@@ -291,7 +291,7 @@ const applyAdvancedFiltersOnCompaniesList = (allCompanies, filters, filteredComp
         const key = currentFilter.field;
         const categoryValue = getCategoryValueForCompany(key, company);
         if (categoryValue == null) {
-            if (currentFilter.matchingOperator === 'not-equal') {
+            if (currentFilter.matchingOperator === 'not_equal') {
                 return true;
             }
             return false;

package/lib/esm/view/companyView/helpers/cockpitHelpers.js

@@ -48,7 +48,7 @@ export const filterCompanyOnCategoriesWithSingleValue = (categoryValue, currentF
         return filterCompanyOnRangeCategoryType(categoryValue, currentFilter);
     }
     // if filter category is not annualRecurringRevenue OR monthlyRecurringRevenue
-    if (currentFilter.matchingOperator === 'not-equal') {
+    if (currentFilter.matchingOperator === 'not_equal') {
         return currentFilter.values.indexOf(categoryValue) === -1;
     }
     return currentFilter.values.indexOf(categoryValue) > -1;

package/lib/esm/view/companyView/selector/companyManagementViewSelector.js

@@ -150,7 +150,7 @@ const applyAdvancedFiltersOnCompaniesList = (allCompanies, filters, filteredComp
         const key = currentFilter.field;
         const categoryValue = getCategoryValueForCompany(key, company);
         if (categoryValue == null) {
-            if (currentFilter.matchingOperator === 'not-equal') {
+            if (currentFilter.matchingOperator === 'not_equal') {
                 return true;
             }
             return false;

package/lib/esm/view/companyView/selector/companyPortfolioViewSelector.js

@@ -116,7 +116,7 @@ const applyAdvancedFiltersOnCompaniesList = (allCompanies, filters, filteredComp
         const key = currentFilter.field;
         const categoryValue = getCategoryValueForCompany(key, company);
         if (categoryValue == null) {
-            if (currentFilter.matchingOperator === 'not-equal') {
+            if (currentFilter.matchingOperator === 'not_equal') {
                 return true;
             }
             return false;

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

@@ -28,6 +28,10 @@ export const initialTransactionTabViewState = {
         totalCount: {},
         limit: 10,
     },
+    filters: {
+        categoryCombinationOperator: 'AND',
+        categories: [],
+    },
     fetchState: 'Not-Started',
     error: undefined,
     hasValidState() {
@@ -299,6 +303,12 @@ const expenseAutomationTransactionsView = createSlice({
                     uiState.totalCount;
             }
         },
+        updateTransactionFilters(draft, action) {
+            const { selectedTab, filters } = action.payload;
+            // `filters` is non-nullable per the payload type, so no runtime
+            // null-check is needed — dropping it removes a dead defensive branch.
+            draft.transactionCategorizationView[selectedTab].filters = filters;
+        },
         saveTransactionCategorization: {
             prepare(selectedTab, transactionIds, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled) {
                 return {
@@ -929,5 +939,5 @@ const expenseAutomationTransactionsView = createSlice({
         },
     },
 });
-export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, updateParentTotalCountForTab, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } = expenseAutomationTransactionsView.actions;
+export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, updateTransactionFilters, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, updateParentTotalCountForTab, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } = expenseAutomationTransactionsView.actions;
 export default expenseAutomationTransactionsView.reducer;