@zeniai/client-epic-state 5.0.73 → 5.0.75

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;
@@ -157,7 +161,20 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
     uncategorizedAccounts: UncategorizedAccounts;
     isAccountingClassesEnabled: boolean | undefined;
     isUncategorizedExpenseCategoryEnabled: boolean | undefined;
-}, "expenseAutomationTransactionsView/setEntityRecommendationForLineIdsForCategorization", never, never>, updateSelectedTransactionId: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "expenseAutomationTransactionsView/setEntityRecommendationForLineIdsForCategorization", never, never>, markCategoryClassRecommendationsInProgressForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: TransactionID, lineIds: string[]], {
+    selectedTab: "review" | "autoCategorized";
+    transactionId: TransactionID;
+    lineIds: string[];
+}, "expenseAutomationTransactionsView/markCategoryClassRecommendationsInProgressForCategorization", never, never>, markCategoryClassRecommendationsCompletedForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: TransactionID, lineIds: string[]], {
+    selectedTab: "review" | "autoCategorized";
+    transactionId: TransactionID;
+    lineIds: string[];
+}, "expenseAutomationTransactionsView/markCategoryClassRecommendationsCompletedForCategorization", never, never>, markCategoryClassRecommendationsFailureForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: TransactionID, lineIds: string[], error: ZeniAPIStatus<Record<string, unknown>>], {
+    selectedTab: "review" | "autoCategorized";
+    transactionId: TransactionID;
+    lineIds: string[];
+    error: ZeniAPIStatus<Record<string, unknown>>;
+}, "expenseAutomationTransactionsView/markCategoryClassRecommendationsFailureForCategorization", never, never>, updateSelectedTransactionId: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     lineId: ID;
     selectedTab: TransactionsTab;
     transactionId: ID;

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.updateParentTotalCountForTab = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateTransactionCategorizationCompletedSubTab = 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.markCategoryClassRecommendationsFailureForCategorization = exports.markCategoryClassRecommendationsCompletedForCategorization = exports.markCategoryClassRecommendationsInProgressForCategorization = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateParentTotalCountForTab = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateTransactionCategorizationCompletedSubTab = 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"));
@@ -35,6 +35,10 @@ exports.initialTransactionTabViewState = {
         totalCount: {},
         limit: 10,
     },
+    filters: {
+        categoryCombinationOperator: 'AND',
+        categories: [],
+    },
     fetchState: 'Not-Started',
     error: undefined,
     hasValidState() {
@@ -306,6 +310,12 @@ const expenseAutomationTransactionsView = (0, toolkit_1.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 {
@@ -427,12 +437,9 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     const selectedCheckBoxTransactionIds = draft.transactionCategorizationView[selectedTab]
                         .selectedCheckBoxTransactionIds;
                     if (selectedTransaction != null &&
-                        (0, transactionCategorizationLocalDataHelper_1.checkIfAllLineItemsAreCategoryClassFilled)(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
-                        selectedCheckBoxTransactionIds.length < transactionCategorizationLocalDataHelper_1.MAX_SELECTION_LIMIT &&
-                        selectedCheckBoxTransactionIds.includes(transactionId) === false) {
+                        (0, transactionCategorizationLocalDataHelper_1.shouldAutoSelectAndAdd)(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
                         draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
-                            ...draft.transactionCategorizationView[selectedTab]
-                                .selectedCheckBoxTransactionIds,
+                            ...selectedCheckBoxTransactionIds,
                             transactionId,
                         ];
                     }
@@ -515,9 +522,26 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                 const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
                     .transactionReviewLocalDataById, transactionId.id, undefined);
                 if (transactionLocalData != null) {
+                    const newLocalData = (0, transactionCategorizationLocalDataHelper_1.setEntityRecommendationForLineIdInLocalData)(draft.transactionCategorizationView[selectedTab], transaction, transactionLocalData.transactionReviewLocalData, entity, lineIds, uncategorizedAccounts, action.payload.recommendationWithCOTByLineId, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
+                    // Release the per-line fetch flag for every line this fetch
+                    // covered. Done in-place on the freshly returned local data
+                    // (the helper produces a new mutable object), before we write
+                    // it back to the draft.
+                    lineIds.forEach((lineId) => {
+                        const lineItem = newLocalData.lineItemById[lineId];
+                        if (lineItem != null) {
+                            newLocalData.lineItemById[lineId] = {
+                                ...lineItem,
+                                categoryClassRecommendationsFetchState: {
+                                    fetchState: 'Completed',
+                                    error: undefined,
+                                },
+                            };
+                        }
+                    });
                     draft.transactionCategorizationView[selectedTab].transactionReviewLocalDataById[transaction.id] = {
                         transactionId: transaction.id,
-                        transactionReviewLocalData: (0, transactionCategorizationLocalDataHelper_1.setEntityRecommendationForLineIdInLocalData)(draft.transactionCategorizationView[selectedTab], transaction, transactionLocalData.transactionReviewLocalData, entity, lineIds, uncategorizedAccounts, action.payload.recommendationWithCOTByLineId, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled),
+                        transactionReviewLocalData: newLocalData,
                     };
                     // Mark transaction as dirty (autofill happened)
                     if (!draft.transactionCategorizationView[selectedTab].transactionIdsWithUnsavedData.includes(transaction.id)) {
@@ -530,6 +554,99 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                 }
             },
         },
+        // Start arm of the line-update recommendations fetch. Flips covered
+        // lines to In-Progress AND removes the transaction from
+        // selectedCheckBoxTransactionIds — the row is unchecked + disabled
+        // until either the success arm (recheck if limit allows) or the
+        // failure arm releases the per-line flag.
+        markCategoryClassRecommendationsInProgressForCategorization: {
+            reducer(draft, action) {
+                const { selectedTab, transactionId, lineIds } = action.payload;
+                const tab = draft.transactionCategorizationView[selectedTab];
+                const transactionLocalData = (0, get_1.default)(tab.transactionReviewLocalDataById, transactionId.id, undefined);
+                if (transactionLocalData != null) {
+                    lineIds.forEach((lineId) => {
+                        const lineItem = transactionLocalData.transactionReviewLocalData.lineItemById[lineId];
+                        if (lineItem != null) {
+                            transactionLocalData.transactionReviewLocalData.lineItemById[lineId] = {
+                                ...lineItem,
+                                categoryClassRecommendationsFetchState: {
+                                    fetchState: 'In-Progress',
+                                    error: undefined,
+                                },
+                            };
+                        }
+                    });
+                }
+                // Uncheck on fetch start: the row's existing category/class are
+                // stale after a payee change, so we drop the auto-selection until
+                // fresh recommendations land.
+                if (tab.selectedCheckBoxTransactionIds.includes(transactionId.id)) {
+                    tab.selectedCheckBoxTransactionIds =
+                        tab.selectedCheckBoxTransactionIds.filter((id) => id !== transactionId.id);
+                }
+            },
+            prepare(selectedTab, transactionId, lineIds) {
+                return { payload: { selectedTab, transactionId, lineIds } };
+            },
+        },
+        // Completed arm. Used by the epic when the HTTP call succeeds but the
+        // server returned no per-line recommendations — we still need to
+        // release the In-Progress flag so the skeleton resolves. Successful
+        // responses with recommendations go through
+        // setEntityRecommendationForLineIdsForCategorization instead (which
+        // also flips the lines to Completed).
+        markCategoryClassRecommendationsCompletedForCategorization: {
+            reducer(draft, action) {
+                const { selectedTab, transactionId, lineIds } = action.payload;
+                const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
+                    .transactionReviewLocalDataById, transactionId.id, undefined);
+                if (transactionLocalData != null) {
+                    lineIds.forEach((lineId) => {
+                        const lineItem = transactionLocalData.transactionReviewLocalData.lineItemById[lineId];
+                        if (lineItem != null) {
+                            transactionLocalData.transactionReviewLocalData.lineItemById[lineId] = {
+                                ...lineItem,
+                                categoryClassRecommendationsFetchState: {
+                                    fetchState: 'Completed',
+                                    error: undefined,
+                                },
+                            };
+                        }
+                    });
+                }
+            },
+            prepare(selectedTab, transactionId, lineIds) {
+                return { payload: { selectedTab, transactionId, lineIds } };
+            },
+        },
+        // Failure arm. Flips covered lines to Error so the skeleton resolves
+        // and downstream UI can react to the failure. The transaction stays
+        // unchecked from the start-arm action.
+        markCategoryClassRecommendationsFailureForCategorization: {
+            reducer(draft, action) {
+                const { selectedTab, transactionId, lineIds, error } = action.payload;
+                const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
+                    .transactionReviewLocalDataById, transactionId.id, undefined);
+                if (transactionLocalData != null) {
+                    lineIds.forEach((lineId) => {
+                        const lineItem = transactionLocalData.transactionReviewLocalData.lineItemById[lineId];
+                        if (lineItem != null) {
+                            transactionLocalData.transactionReviewLocalData.lineItemById[lineId] = {
+                                ...lineItem,
+                                categoryClassRecommendationsFetchState: {
+                                    fetchState: 'Error',
+                                    error,
+                                },
+                            };
+                        }
+                    });
+                }
+            },
+            prepare(selectedTab, transactionId, lineIds, error) {
+                return { payload: { selectedTab, transactionId, lineIds, error } };
+            },
+        },
         fetchTransactionCategorizationSuccess(draft, action) {
             const { selectedTab, refreshViewInBackground } = action.payload;
             if (draft.transactionCategorizationView[selectedTab].fetchState ===
@@ -625,9 +742,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     .selectedCheckBoxTransactionIds;
                 if (newTransactionLocalData.customer != null &&
                     newTransactionLocalData.customer.id != null &&
-                    (0, transactionCategorizationLocalDataHelper_1.checkIfAllLineItemsAreCategoryClassFilled)(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
-                    selectedCheckBoxTransactionIds.length < transactionCategorizationLocalDataHelper_1.MAX_SELECTION_LIMIT &&
-                    selectedCheckBoxTransactionIds.includes(transactionId) === false) {
+                    (0, transactionCategorizationLocalDataHelper_1.shouldAutoSelectAndAdd)(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
                     draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
                         ...selectedCheckBoxTransactionIds,
                         transactionId,
@@ -701,9 +816,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     .selectedCheckBoxTransactionIds;
                 if (newTransactionLocalData.vendor != null &&
                     newTransactionLocalData.vendor.id != null &&
-                    (0, transactionCategorizationLocalDataHelper_1.checkIfAllLineItemsAreCategoryClassFilled)(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
-                    selectedCheckBoxTransactionIds.length < transactionCategorizationLocalDataHelper_1.MAX_SELECTION_LIMIT &&
-                    selectedCheckBoxTransactionIds.includes(transactionId) === false) {
+                    (0, transactionCategorizationLocalDataHelper_1.shouldAutoSelectAndAdd)(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
                     draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
                         ...selectedCheckBoxTransactionIds,
                         transactionId,
@@ -936,5 +1049,5 @@ 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.updateTransactionCategorizationCompletedSubTab = _a.updateTransactionCategorizationCompletedSubTab, 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.updateParentTotalCountForTab = _a.updateParentTotalCountForTab, 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.updateTransactionCategorizationCompletedSubTab = _a.updateTransactionCategorizationCompletedSubTab, 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.updateParentTotalCountForTab = _a.updateParentTotalCountForTab, 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.markCategoryClassRecommendationsInProgressForCategorization = _a.markCategoryClassRecommendationsInProgressForCategorization, exports.markCategoryClassRecommendationsCompletedForCategorization = _a.markCategoryClassRecommendationsCompletedForCategorization, exports.markCategoryClassRecommendationsFailureForCategorization = _a.markCategoryClassRecommendationsFailureForCategorization, 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/selectorTypes/transactionsViewSelectorTypes.d.ts

@@ -20,6 +20,8 @@ export interface ExpenseAutomationTransactionViewSelector extends SelectorView {
     classList: ClassBase[];
     completionStatus: CompletionStatusType;
     fetchStateByTransactionTabs: Record<TransactionsTab, FetchStateAndError>;
+    hasInFlightCategoryClassRecommendations: boolean;
+    inFlightCategoryClassRecommendationsByTransactionId: Record<ID, boolean>;
     isAccountingProjectsEnabled: boolean;
     markAsNotMiscategorizedStatus: FetchStateAndError;
     /**

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

@@ -1,3 +1,9 @@
+import { ID } from '../../../commonStateTypes/common';
+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 getCategorizationInFlightRecommendationsByTransactionId: (state: RootState) => Record<ID, boolean>;
+export declare const getCategorizationHasInFlightRecommendations: (state: RootState) => boolean;
+export declare const toTransactionView: (transaction: TransactionWithCOT, transactionLocalData?: TransactionReviewLocalDataSelectorView) => TransactionView;
 export declare function getExpenseAutomationTransactionView(state: RootState): ExpenseAutomationTransactionViewSelector;

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

@@ -3,21 +3,97 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
     return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
+exports.toTransactionView = exports.getCategorizationHasInFlightRecommendations = exports.getCategorizationInFlightRecommendationsByTransactionId = void 0;
 exports.getExpenseAutomationTransactionView = getExpenseAutomationTransactionView;
+const toolkit_1 = require("@reduxjs/toolkit");
 const omit_1 = __importDefault(require("lodash/omit"));
 const reduceFetchState_1 = require("../../../commonStateTypes/reduceFetchState");
 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");
+// Walks the tab's transactionReviewLocalDataById map and returns
+// `{ [transactionId]: true }` for every transaction that has at least
+// one line whose targeted-fetch is In-Progress. Pulled out as a plain
+// function so each tab's createSelector can share it.
+const computeCategorizationInFlightRecommendations = (transactionReviewLocalDataById) => {
+    const result = {};
+    if (transactionReviewLocalDataById == null) {
+        return result;
+    }
+    for (const [transactionId, data] of Object.entries(transactionReviewLocalDataById)) {
+        const lineItems = Object.values(data.transactionReviewLocalData.lineItemById);
+        if (lineItems.some((lineItem) => lineItem.categoryClassRecommendationsFetchState?.fetchState ===
+            'In-Progress')) {
+            result[transactionId] = true;
+        }
+    }
+    return result;
+};
+// Per-tab createSelector instances. Each one is memoized on its OWN tab's
+// transactionReviewLocalDataById reference. Switching tabs A->B->A no
+// longer busts the memo for tab A — the dispatcher below just returns
+// whichever per-tab selector matches the active tab, and reselect keeps
+// the prior result alive as long as the underlying slice ref is stable.
+const getReviewInFlightRecommendationsByTransactionId = (0, toolkit_1.createSelector)((state) => state.expenseAutomationTransactionsViewState.transactionCategorizationView
+    .review.transactionReviewLocalDataById, computeCategorizationInFlightRecommendations);
+const getAutoCategorizedInFlightRecommendationsByTransactionId = (0, toolkit_1.createSelector)((state) => state.expenseAutomationTransactionsViewState.transactionCategorizationView
+    .autoCategorized.transactionReviewLocalDataById, computeCategorizationInFlightRecommendations);
+// Per-transaction "any line is fetching category/class recommendations?"
+// map for the active categorization tab. Dispatches to the per-tab
+// memoized selector above so steady state (no fetches in flight)
+// recomputes only when the active tab's local data changes; tab switches
+// are O(1) cache lookups.
+//
+// `default` guards against the union "lying" at runtime: `TransactionsTab`
+// is produced via `stringToUnion`, which falls back to `s as StringUnion`
+// for unrecognized strings, so an unexpected value can land in state. The
+// downstream `getCategorizationHasInFlightRecommendations` calls
+// `Object.keys` on this result, so we must always return an object.
+const getCategorizationInFlightRecommendationsByTransactionId = (state) => {
+    const tab = state.expenseAutomationTransactionsViewState
+        .selectedTransactionCategorizationTab;
+    switch (tab) {
+        case 'review':
+            return getReviewInFlightRecommendationsByTransactionId(state);
+        case 'autoCategorized':
+            return getAutoCategorizedInFlightRecommendationsByTransactionId(state);
+        default:
+            return {};
+    }
+};
+exports.getCategorizationInFlightRecommendationsByTransactionId = getCategorizationInFlightRecommendationsByTransactionId;
+// Page-level "any line on the active tab is in flight?" flag. Drives the
+// list-page Save disable.
+exports.getCategorizationHasInFlightRecommendations = (0, toolkit_1.createSelector)(exports.getCategorizationInFlightRecommendationsByTransactionId, (inFlightByTransactionId) => Object.keys(inFlightByTransactionId).length > 0);
+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 { selectedTransactionCategorizationCompletedSubTab, 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);
@@ -36,20 +112,58 @@ 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) {
-            return {
+            transactionLocalDataMap.set(transactionId, {
                 transactionId,
                 transactionReviewLocalData: transactionData.transactionReviewLocalData,
-            };
+            });
         }
-        return null;
-    })
-        .filter((transaction) => transaction != null);
-    const transactions = (0, transactionSelector_1.getSupportedTransactionsByIds)(transactionState, transactionIds);
-    const transactionsWithCOT = transactions.map((transaction) => (0, transactionHelper_1.getTransactionWithCOT)(transaction));
+    });
+    // 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));
+    // Pre-compute the membership set once. The previous implementation called
+    // `transactions.some(t => t.id === transactionId)` inside the per-id loop,
+    // turning the pipeline into O(n × m) — measurable on tenants with large
+    // transaction lists since this selector runs on every Redux dispatch.
+    const transactionExistsById = new Set(transactions.map((t) => t.id));
+    // `.flatMap` returns `X[]` directly when the callback returns `[]` for the
+    // skip case, so we don't need the trailing `.filter((d): d is X => …)` type
+    // predicate that the previous `map → filter` pipeline required.
+    const filteredTransactionLocalData = transactionIds.flatMap((transactionId) => {
+        const transactionData = transactionReviewLocalDataById[transactionId];
+        if (transactionData == null) {
+            return [];
+        }
+        // Include if transaction is in filtered results, or if transaction doesn't exist in state
+        // (to maintain backward compatibility with tests)
+        const transactionExists = transactionExistsById.has(transactionId);
+        if (filteredTransactionIds.has(transactionId) || !transactionExists) {
+            return [
+                {
+                    transactionId,
+                    transactionReviewLocalData: transactionData.transactionReviewLocalData,
+                },
+            ];
+        }
+        return [];
+    });
     const monthEndFetchState = monthYearPeriodId != null
         ? (monthEndCloseChecksViewState.monthEndCloseChecksViewByTenantId[currentTenant.tenantId]?.[monthYearPeriodId] ?? { fetchState: 'Not-Started', error: undefined })
         : { fetchState: 'Not-Started', error: undefined };
@@ -109,11 +223,13 @@ function getExpenseAutomationTransactionView(state) {
         : [];
     const transactionCompletionStatus = allSteps.find((step) => step.step === 'transaction_categorization')?.completionStatus;
     const completionStatus = transactionCompletionStatus ?? 'incomplete';
+    const inFlightCategoryClassRecommendationsByTransactionId = (0, exports.getCategorizationInFlightRecommendationsByTransactionId)(state);
+    const hasInFlightCategoryClassRecommendations = (0, exports.getCategorizationHasInFlightRecommendations)(state);
     return {
         version: 0,
         fetchState: fetchStatus.fetchState,
         error: fetchStatus.error,
-        transactions: transactionsWithCOT,
+        transactions: filteredTransactionsWithCOT,
         selectedCheckBoxTransactionIds,
         transactionIdsWithUnsavedData,
         uncategorizedAccounts: uncategorizedIncomeExpense,
@@ -122,9 +238,11 @@ function getExpenseAutomationTransactionView(state) {
         classList: allClasses,
         accountsHierarchyList,
         classHierarchyList,
+        hasInFlightCategoryClassRecommendations,
+        inFlightCategoryClassRecommendationsByTransactionId,
         isAccountingProjectsEnabled,
         projectList,
-        transactionLocalData,
+        transactionLocalData: filteredTransactionLocalData,
         uiState,
         refreshStatus,
         saveStatus,

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

@@ -0,0 +1,66 @@
+/**
+ * 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. Shared primitives
+ * (`CategoryCombinationOperator`, `FilterCategoryType`) come from
+ * `commonStateTypes/filterPrimitives`, which both feature groups consume.
+ */
+import { Amount } from '../../commonStateTypes/amount';
+import { ID } from '../../commonStateTypes/common';
+import { CategoryCombinationOperator, FilterCategoryType } from '../../commonStateTypes/filterPrimitives';
+import { TransactionType } from '../../entity/transaction/stateTypes/transactionType';
+import { SupportedTransactionWithCOT } from '../../entity/transaction/transactionState';
+import { ZeniDate } from '../../zeniDayJS';
+import { TransactionReviewLocalDataSelectorView } from './selectorTypes/transactionsViewSelectorTypes';
+/**
+ * Re-exported here so the CES barrel can pull TC's primitives from the
+ * Expense Automation surface without reaching into `commonStateTypes`
+ * directly — keeps the barrel's existing import topology stable.
+ */
+export type { CategoryCombinationOperator, FilterCategoryType };
+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' | 'less_than' | 'greater_than' | 'in_between';
+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[];