@zeniai/client-epic-state 5.1.18-betaDI1 → 5.1.18-betaDI3

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

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+/**
+ * Narrowing type-guard for "has a non-empty string here". Used in place of
+ * raw `if (foo)` truthiness checks on `string | null | undefined` values so
+ * the `@typescript-eslint/strict-boolean-expressions` lint stays clean —
+ * empty strings should explicitly fall through to the next candidate
+ * (vendorName → customerName → localData.vendor.name → ...) rather than
+ * being implicitly coerced to falsy.
+ */
+const isNonEmptyString = (s) => s != null && s !== '';
+/**
+ * First line item in UI order. `lineItemById` is a Record whose iteration
+ * order is not guaranteed to match what the user sees; `sortedLineItems`
+ * is the canonical ordering used by the categorization list/detail views.
+ */
+const getFirstLineItemFromReviewLocalData = (localData) => {
+    const { sortedLineItems, lineItemById } = localData;
+    if (sortedLineItems.length > 0) {
+        return lineItemById[sortedLineItems[0]];
+    }
+    const lineItems = Object.values(lineItemById);
+    return lineItems.length > 0 ? lineItems[0] : undefined;
+};
+export const TRANSACTION_FILTER_CATEGORIES = [
+    { value: 'payment_account_name', type: 'dropdown' },
+    { value: 'payment_account_type', type: 'dropdown' },
+    { value: 'payee', type: 'searchAutocomplete' },
+    { value: 'category', type: 'dropdown' },
+    { value: 'class', type: 'dropdown' },
+    { value: 'amount', type: 'numberRange' },
+];
+/**
+ * Per-line amounts for a transaction, preserving the canonical source
+ * precedence:
+ *
+ *   1. `transactionLocalData.transactionReviewLocalData.lineItemById` —
+ *      the locally-edited line items the user sees in the grid. Reflects
+ *      unsaved edits so the filter matches what the user actually has on
+ *      screen, not the pre-edit server state.
+ *   2. `transaction.transaction.lines` — persisted lines from the
+ *      transaction payload.
+ *   3. `[transaction.amount.amount]` — single-element fallback for
+ *      transactions that don't have a `lines` array at all (treat the
+ *      transaction-level amount as a one-line transaction).
+ *
+ * Returned as an array so the amount filter in `transactionMatchesCategory`
+ * can OR-combine per-line `matchAmount` results: a transaction is included
+ * if ANY of its lines satisfies the operator, and the full row (with all
+ * lines, matching or not) renders downstream. Before the per-line change
+ * this helper's predecessor in `getCategoryValueForTransaction` summed
+ * these values into a single aggregate and compared the sum.
+ *
+ * **Missing amounts.** Lines (or transactions) whose amount field is
+ * `null` / `undefined` / `NaN` are *dropped* from the returned array
+ * rather than coerced to `0`. Coercing to `0` would silently make a
+ * row with no amount data match operators like `less_than 100`, even
+ * though we genuinely don't know what the amount is — a semantic
+ * regression flagged in PR review. By filtering instead, the empty-array
+ * case bubbles up to `transactionMatchesCategory`, which falls back to
+ * the same "absent value: only `not_equal` matches" contract used by
+ * non-amount fields.
+ *
+ * The defensive `?.` chains stay in place so a partial payload (state
+ * init, Pusher mid-sync, partially-resolved server response) doesn't
+ * throw; the difference is `?? 0` → filter-out.
+ */
+const getLineAmountsForTransaction = (transaction) => {
+    const localData = transaction?.transactionLocalData?.transactionReviewLocalData;
+    if (localData?.lineItemById != null) {
+        const lineItems = Object.values(localData.lineItemById);
+        if (lineItems.length > 0) {
+            return lineItems
+                .map((lineItem) => lineItem?.amount?.amount)
+                .filter(isFiniteNumber);
+        }
+    }
+    if (transaction?.transaction?.lines != null &&
+        transaction.transaction.lines.length > 0) {
+        return transaction.transaction.lines
+            .map((line) => line?.amount?.amount)
+            .filter(isFiniteNumber);
+    }
+    const txAmount = transaction?.amount?.amount;
+    return isFiniteNumber(txAmount) ? [txAmount] : [];
+};
+/**
+ * Type guard that survives an `Array<number | undefined>.filter(...)` and
+ * narrows the result to `number[]`. Also rejects `NaN` so downstream
+ * `matchAmount` never sees a value that fails every operator silently
+ * (because every comparison with `NaN` is false, `NaN < 100`, `NaN > 100`,
+ * `NaN === N` all yield `false` — the row would silently slip through
+ * `not_equal` but fail every other operator, which is exactly the
+ * absent-value contract we want to apply explicitly via an empty array
+ * instead).
+ */
+const isFiniteNumber = (value) => typeof value === 'number' && Number.isFinite(value);
+/**
+ * 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).
+ *
+ * NOTE: the `'amount'` field is NOT handled here. Amount matching is
+ * per-line (see `getLineAmountsForTransaction` + the early-return in
+ * `transactionMatchesCategory`) and would otherwise need to return a
+ * non-scalar value that doesn't fit this helper's contract.
+ */
+const getCategoryValueForTransaction = (key, transaction) => {
+    switch (key) {
+        case 'amount': {
+            // Handled per-line in `transactionMatchesCategory` — see the note on
+            // this function's JSDoc and `getLineAmountsForTransaction` above.
+            return undefined;
+        }
+        case 'payee': {
+            if (isNonEmptyString(transaction.vendorName)) {
+                return transaction.vendorName;
+            }
+            if (isNonEmptyString(transaction.customerName)) {
+                return transaction.customerName;
+            }
+            const localData = transaction.transactionLocalData?.transactionReviewLocalData;
+            const vendorName = localData?.vendor?.name;
+            if (isNonEmptyString(vendorName)) {
+                return vendorName;
+            }
+            const customerName = localData?.customer?.name;
+            if (isNonEmptyString(customerName)) {
+                return customerName;
+            }
+            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 != null) {
+                const firstLineItem = getFirstLineItemFromReviewLocalData(localDataForCategory);
+                const accountId = firstLineItem?.account?.accountId;
+                if (isNonEmptyString(accountId)) {
+                    return accountId;
+                }
+                const qboId = firstLineItem?.account?.qboId;
+                if (isNonEmptyString(qboId)) {
+                    return qboId;
+                }
+                const accountName = firstLineItem?.account?.accountName;
+                if (isNonEmptyString(accountName)) {
+                    return 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 != null) {
+                const firstLineItemForClass = getFirstLineItemFromReviewLocalData(localDataForClass);
+                const classId = firstLineItemForClass?.class?.classId;
+                if (isNonEmptyString(classId)) {
+                    return classId;
+                }
+                const qboId = firstLineItemForClass?.class?.qboId;
+                if (isNonEmptyString(qboId)) {
+                    return qboId;
+                }
+                const className = firstLineItemForClass?.class?.className;
+                if (isNonEmptyString(className)) {
+                    return 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).
+ *
+ * The `'equal' | 'not_equal'` branch matches if `amount` equals ANY of the
+ * configured values (consistent with how non-amount filters interpret a
+ * multi-value `values` array). `.some()` over the values array also makes
+ * the empty-values case behave correctly — empty array → `matched = false`
+ * — though in practice `applyTransactionFilters` strips empty-values
+ * categories before they reach this matcher. The trailing
+ * `op === 'not_equal' ? !matched : matched` line inverts for `not_equal`.
+ */
+const matchAmount = (amount, category) => {
+    const op = category.matchingOperator;
+    const values = category.values;
+    let matched = false;
+    if (op === 'in_between') {
+        if (values.length >= 2) {
+            const min = Number(values[0]);
+            const max = Number(values[1]);
+            matched = amount >= min && amount <= max;
+        }
+    }
+    else if (op === 'less_than') {
+        if (values.length >= 1) {
+            matched = amount < Number(values[0]);
+        }
+    }
+    else if (op === 'greater_than') {
+        if (values.length >= 1) {
+            matched = amount > Number(values[0]);
+        }
+    }
+    else if (op === 'equal' || op === 'not_equal') {
+        matched = values.some((v) => {
+            const s = String(v);
+            // Backward compatibility: legacy "low<->high" range-string form
+            // persisted under `matchingOperator: 'equal'`.
+            if (s.includes('<->')) {
+                const parts = s.split('<->');
+                return (amount >= Number(parts[0] ?? '') && amount <= Number(parts[1] ?? ''));
+            }
+            return amount === Number(v);
+        });
+    }
+    return op === 'not_equal' ? !matched : matched;
+};
+const transactionMatchesCategory = (transaction, category) => {
+    if (category.field === 'amount') {
+        // Per-line matching: the transaction is included if ANY of its lines
+        // satisfies the operator. This is what the user expects when a
+        // multi-line transaction contains lines at different amounts — they
+        // want the row to surface if even one line falls in the filter's
+        // range. The full row (with non-matching lines too) renders
+        // downstream; this matcher only decides row inclusion. Same
+        // operator + sign semantics as the aggregate version, just applied
+        // per line.
+        //
+        // `not_equal` deserves a sanity-check: `matchAmount` already inverts
+        // internally for that operator, so for a line whose amount is NOT
+        // in the filter's `values`, matchAmount returns true; for a line
+        // whose amount IS in the values, it returns false. `.some()` over
+        // lines therefore means "the transaction has at least one line that
+        // is not equal to any of the filter values" — which is the right
+        // match-any-line interpretation of `not_equal` (a transaction
+        // matches if it has a line that satisfies the negation).
+        const lineAmounts = getLineAmountsForTransaction(transaction);
+        if (lineAmounts.length === 0) {
+            // No valid (finite) amount data on the transaction or its lines —
+            // apply the same absent-value contract the generic branch below
+            // uses for non-amount fields: only `not_equal` matches a missing
+            // value, every other operator excludes it. Coercing missing
+            // amounts to `0` upstream (the previous behavior) would have made
+            // such rows silently match `less_than 100`, `in_between [0, 50]`,
+            // etc., which the PR review correctly flagged as a regression.
+            return category.matchingOperator === 'not_equal';
+        }
+        return lineAmounts.some((lineAmount) => matchAmount(lineAmount, category));
+    }
+    const value = getCategoryValueForTransaction(category.field, transaction);
+    if (value == null) {
+        // Absent-value semantics — pinning these down explicitly so the
+        // asymmetry isn't surprising:
+        //
+        //   not_equal: a missing value IS NOT EQUAL to any candidate, so the
+        //              transaction matches the filter (passes through).
+        //   equal:     a missing value is not equal to any candidate, so the
+        //              transaction does NOT match (filtered out).
+        //   less_than / greater_than: SQL-style three-valued logic — comparing
+        //              against a missing value is "unknown", which we treat as
+        //              "does not match" (filtered out). A user setting
+        //              "amount < $1000" probably wants transactions with a
+        //              concrete amount that satisfies the bound, not rows
+        //              where the amount can't be determined.
+        //   in_between: same as the single-sided comparators — missing values
+        //              are filtered out.
+        //
+        // Only the `not_equal` branch returns `true` here; everything else
+        // falls through to the `false` below. Note: 'amount' never lands here
+        // because it short-circuits to the per-line path above.
+        return category.matchingOperator === 'not_equal';
+    }
+    const valueStr = value.toString();
+    const valueInList = category.values.some((v) => v.toString() === valueStr);
+    return category.matchingOperator === 'not_equal' ? !valueInList : valueInList;
+};
+/**
+ * TC-only equivalent of `applyAdvancedFiltersOnList`. Filters a list of
+ * `TransactionView` items against a `TransactionFilters` object using the
+ * AND/OR combination semantics from `categoryCombinationOperator`.
+ *
+ * Independent of `view/spendManagement` — keeps the TC filter pipeline cleanly
+ * inside the Expense Automation feature group.
+ */
+export const applyTransactionFilters = (transactions, filters) => {
+    if (filters?.categories == null || filters.categories.length === 0) {
+        return transactions;
+    }
+    // Mirrors the predicate used by `getTransactionAppliedFiltersCount` on the
+    // webc side. A half-filled category — e.g. `in_between` with only the
+    // `min` typed — would otherwise survive the filter pass and produce zero
+    // matches because `Number("")` collapses to `0`, artificially emptying
+    // the list while editing. Skipping such categories keeps the filtered
+    // view stable while the user finishes typing.
+    const activeCategories = filters.categories.filter((c) => {
+        if (c.field == null || c.values.length === 0) {
+            return false;
+        }
+        if (c.field === 'amount' && c.matchingOperator === 'in_between') {
+            return (c.values.length >= 2 &&
+                String(c.values[0] ?? '').trim() !== '' &&
+                String(c.values[1] ?? '').trim() !== '');
+        }
+        return String(c.values[0] ?? '').trim() !== '';
+    });
+    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));
+    });
+};
+//# sourceMappingURL=transactionFilterHelpers.js.map

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

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* Filter machinery for the Transaction Categorization feature inside\n * Expense Automation. Intentionally self-contained — does NOT import anything\n * from `view/spendManagement/*`, because Transaction Categorization is not a\n * Spend Management product. Shared primitives\n * (`CategoryCombinationOperator`, `FilterCategoryType`) come from\n * `commonStateTypes/filterPrimitives`, which both feature groups consume.\n */\nimport {Amount} from '../../commonStateTypes/amount';\nimport {ID} from '../../commonStateTypes/common';\nimport {\n  CategoryCombinationOperator,\n  FilterCategoryType,\n} from '../../commonStateTypes/filterPrimitives';\nimport {TransactionWithAccountAndClassLine} from '../../entity/transaction/stateTypes/transactionLine';\nimport {TransactionType} from '../../entity/transaction/stateTypes/transactionType';\nimport {SupportedTransactionWithCOT} from '../../entity/transaction/transactionState';\nimport {ZeniDate} from '../../zeniDayJS';\nimport {TransactionReviewLocalDataSelectorView} from './selectorTypes/transactionsViewSelectorTypes';\nimport {TransactionReviewLocalData} from './types/transactionsViewState';\n\n/**\n * Re-exported here so the CES barrel can pull TC's primitives from the\n * Expense Automation surface without reaching into `commonStateTypes`\n * directly — keeps the barrel's existing import topology stable.\n */\nexport type {CategoryCombinationOperator, FilterCategoryType};\n\n/**\n * Narrowing type-guard for \"has a non-empty string here\". Used in place of\n * raw `if (foo)` truthiness checks on `string | null | undefined` values so\n * the `@typescript-eslint/strict-boolean-expressions` lint stays clean —\n * empty strings should explicitly fall through to the next candidate\n * (vendorName → customerName → localData.vendor.name → ...) rather than\n * being implicitly coerced to falsy.\n */\nconst isNonEmptyString = (s: string | null | undefined): s is string =>\n  s != null && s !== '';\n\n/**\n * First line item in UI order. `lineItemById` is a Record whose iteration\n * order is not guaranteed to match what the user sees; `sortedLineItems`\n * is the canonical ordering used by the categorization list/detail views.\n */\nconst getFirstLineItemFromReviewLocalData = (\n  localData: TransactionReviewLocalData\n) => {\n  const {sortedLineItems, lineItemById} = localData;\n  if (sortedLineItems.length > 0) {\n    return lineItemById[sortedLineItems[0]];\n  }\n  const lineItems = Object.values(lineItemById);\n  return lineItems.length > 0 ? lineItems[0] : undefined;\n};\n\nexport type TransactionFilterEntityType =\n  | 'transaction_categorization'\n  | 'customer'\n  | 'vendor'\n  | 'merchant';\n\nexport type TransactionFilterCategoryField =\n  | 'payment_account_name'\n  | 'payment_account_type'\n  | 'payee'\n  | 'category'\n  | 'class'\n  | 'amount';\n\nexport interface TransactionFilterCategoryDropdownOption {\n  value: TransactionFilterCategoryField;\n  multiple?: boolean;\n  type?: FilterCategoryType;\n}\n\nexport const TRANSACTION_FILTER_CATEGORIES: TransactionFilterCategoryDropdownOption[] =\n  [\n    {value: 'payment_account_name', type: 'dropdown'},\n    {value: 'payment_account_type', type: 'dropdown'},\n    {value: 'payee', type: 'searchAutocomplete'},\n    {value: 'category', type: 'dropdown'},\n    {value: 'class', type: 'dropdown'},\n    {value: 'amount', type: 'numberRange'},\n  ];\n\n/** Amount filter operators for transaction_categorization. */\nexport type TransactionFilterAmountMatchingOperator =\n  | 'equal'\n  | 'not_equal'\n  | 'less_than'\n  | 'greater_than'\n  | 'in_between';\n\nexport interface TransactionFilterCategory {\n  field: TransactionFilterCategoryField;\n  matchingOperator: TransactionFilterAmountMatchingOperator;\n  values: (string | number)[];\n  valuesCombinationOperator: 'ANY';\n}\n\nexport interface TransactionFilters {\n  categories: TransactionFilterCategory[];\n  categoryCombinationOperator: CategoryCombinationOperator;\n}\n\nexport interface TransactionView {\n  amount: Amount;\n  createTime: ZeniDate;\n  date: ZeniDate;\n  description: string;\n  id: ID;\n  memo: string;\n  transaction: SupportedTransactionWithCOT;\n  type: TransactionType;\n  customerId?: ID;\n  customerName?: string;\n  transactionLocalData?: TransactionReviewLocalDataSelectorView;\n  typeName?: string;\n  vendorId?: ID;\n  vendorName?: string;\n}\n\n/**\n * Per-line amounts for a transaction, preserving the canonical source\n * precedence:\n *\n *   1. `transactionLocalData.transactionReviewLocalData.lineItemById` —\n *      the locally-edited line items the user sees in the grid. Reflects\n *      unsaved edits so the filter matches what the user actually has on\n *      screen, not the pre-edit server state.\n *   2. `transaction.transaction.lines` — persisted lines from the\n *      transaction payload.\n *   3. `[transaction.amount.amount]` — single-element fallback for\n *      transactions that don't have a `lines` array at all (treat the\n *      transaction-level amount as a one-line transaction).\n *\n * Returned as an array so the amount filter in `transactionMatchesCategory`\n * can OR-combine per-line `matchAmount` results: a transaction is included\n * if ANY of its lines satisfies the operator, and the full row (with all\n * lines, matching or not) renders downstream. Before the per-line change\n * this helper's predecessor in `getCategoryValueForTransaction` summed\n * these values into a single aggregate and compared the sum.\n *\n * **Missing amounts.** Lines (or transactions) whose amount field is\n * `null` / `undefined` / `NaN` are *dropped* from the returned array\n * rather than coerced to `0`. Coercing to `0` would silently make a\n * row with no amount data match operators like `less_than 100`, even\n * though we genuinely don't know what the amount is — a semantic\n * regression flagged in PR review. By filtering instead, the empty-array\n * case bubbles up to `transactionMatchesCategory`, which falls back to\n * the same \"absent value: only `not_equal` matches\" contract used by\n * non-amount fields.\n *\n * The defensive `?.` chains stay in place so a partial payload (state\n * init, Pusher mid-sync, partially-resolved server response) doesn't\n * throw; the difference is `?? 0` → filter-out.\n */\nconst getLineAmountsForTransaction = (\n  transaction: TransactionView\n): number[] => {\n  const localData =\n    transaction?.transactionLocalData?.transactionReviewLocalData;\n  if (localData?.lineItemById != null) {\n    const lineItems = Object.values(localData.lineItemById);\n    if (lineItems.length > 0) {\n      return lineItems\n        .map((lineItem) => lineItem?.amount?.amount)\n        .filter(isFiniteNumber);\n    }\n  }\n  if (\n    transaction?.transaction?.lines != null &&\n    transaction.transaction.lines.length > 0\n  ) {\n    return transaction.transaction.lines\n      .map((line) => line?.amount?.amount)\n      .filter(isFiniteNumber);\n  }\n  const txAmount = transaction?.amount?.amount;\n  return isFiniteNumber(txAmount) ? [txAmount] : [];\n};\n\n/**\n * Type guard that survives an `Array<number | undefined>.filter(...)` and\n * narrows the result to `number[]`. Also rejects `NaN` so downstream\n * `matchAmount` never sees a value that fails every operator silently\n * (because every comparison with `NaN` is false, `NaN < 100`, `NaN > 100`,\n * `NaN === N` all yield `false` — the row would silently slip through\n * `not_equal` but fail every other operator, which is exactly the\n * absent-value contract we want to apply explicitly via an empty array\n * instead).\n */\nconst isFiniteNumber = (value: number | null | undefined): value is number =>\n  typeof value === 'number' && Number.isFinite(value);\n\n/**\n * Resolve the comparable value for a transaction against a given filter field.\n * Returns undefined when the transaction doesn't carry the field — callers\n * decide whether absence counts as a match (for 'not_equal' it does).\n *\n * NOTE: the `'amount'` field is NOT handled here. Amount matching is\n * per-line (see `getLineAmountsForTransaction` + the early-return in\n * `transactionMatchesCategory`) and would otherwise need to return a\n * non-scalar value that doesn't fit this helper's contract.\n */\nconst getCategoryValueForTransaction = (\n  key: TransactionFilterCategoryField,\n  transaction: TransactionView\n): string | number | undefined => {\n  switch (key) {\n    case 'amount': {\n      // Handled per-line in `transactionMatchesCategory` — see the note on\n      // this function's JSDoc and `getLineAmountsForTransaction` above.\n      return undefined;\n    }\n\n    case 'payee': {\n      if (isNonEmptyString(transaction.vendorName)) {\n        return transaction.vendorName;\n      }\n      if (isNonEmptyString(transaction.customerName)) {\n        return transaction.customerName;\n      }\n      const localData =\n        transaction.transactionLocalData?.transactionReviewLocalData;\n      const vendorName = localData?.vendor?.name;\n      if (isNonEmptyString(vendorName)) {\n        return vendorName;\n      }\n      const customerName = localData?.customer?.name;\n      if (isNonEmptyString(customerName)) {\n        return customerName;\n      }\n      return undefined;\n    }\n\n    case 'payment_account_name': {\n      // Match what TransactionCategorizationListRow renders for the cell.\n      return transaction.transaction.account?.accountName;\n    }\n\n    case 'payment_account_type': {\n      // Raw `paymentType` enum (\"credit_card\" / \"check\" / \"cash\"). Dropdown\n      // option values use the same enum; row uses `paymentTypeName` for the\n      // human label.\n      return transaction.transaction.paymentType;\n    }\n\n    case 'category': {\n      const localDataForCategory =\n        transaction.transactionLocalData?.transactionReviewLocalData;\n      if (localDataForCategory != null) {\n        const firstLineItem =\n          getFirstLineItemFromReviewLocalData(localDataForCategory);\n        const accountId = firstLineItem?.account?.accountId;\n        if (isNonEmptyString(accountId)) {\n          return accountId;\n        }\n        const qboId = firstLineItem?.account?.qboId;\n        if (isNonEmptyString(qboId)) {\n          return qboId;\n        }\n        const accountName = firstLineItem?.account?.accountName;\n        if (isNonEmptyString(accountName)) {\n          return accountName;\n        }\n      }\n      const firstLineForCategory = transaction.transaction.lines?.[0];\n      if (\n        firstLineForCategory?.type ===\n          'transaction_with_account_and_class_line' ||\n        firstLineForCategory?.type ===\n          'transaction_with_product_or_service_line' ||\n        firstLineForCategory?.type === 'journal_entry_transaction_line'\n      ) {\n        const account = (\n          firstLineForCategory as TransactionWithAccountAndClassLine\n        ).account;\n        return account?.accountId ?? account?.qboId ?? account?.accountName;\n      }\n      return undefined;\n    }\n\n    case 'class': {\n      const localDataForClass =\n        transaction.transactionLocalData?.transactionReviewLocalData;\n      if (localDataForClass != null) {\n        const firstLineItemForClass =\n          getFirstLineItemFromReviewLocalData(localDataForClass);\n        const classId = firstLineItemForClass?.class?.classId;\n        if (isNonEmptyString(classId)) {\n          return classId;\n        }\n        const qboId = firstLineItemForClass?.class?.qboId;\n        if (isNonEmptyString(qboId)) {\n          return qboId;\n        }\n        const className = firstLineItemForClass?.class?.className;\n        if (isNonEmptyString(className)) {\n          return className;\n        }\n      }\n      const firstLineForClass = transaction.transaction.lines?.[0];\n      if (\n        firstLineForClass?.type === 'transaction_with_account_and_class_line' ||\n        firstLineForClass?.type ===\n          'transaction_with_product_or_service_line' ||\n        firstLineForClass?.type === 'journal_entry_transaction_line'\n      ) {\n        const classData = (\n          firstLineForClass as TransactionWithAccountAndClassLine\n        ).class;\n        return classData?.classId ?? classData?.qboId ?? classData?.className;\n      }\n      return undefined;\n    }\n\n    default:\n      return undefined;\n  }\n};\n\n/**\n * TC-only amount matcher. Supports all five operators TC defines, including\n * the legacy \"1000<->5000\" range-string form (kept for backward compatibility\n * with persisted filter state that may still contain that encoding).\n *\n * The `'equal' | 'not_equal'` branch matches if `amount` equals ANY of the\n * configured values (consistent with how non-amount filters interpret a\n * multi-value `values` array). `.some()` over the values array also makes\n * the empty-values case behave correctly — empty array → `matched = false`\n * — though in practice `applyTransactionFilters` strips empty-values\n * categories before they reach this matcher. The trailing\n * `op === 'not_equal' ? !matched : matched` line inverts for `not_equal`.\n */\nconst matchAmount = (\n  amount: number,\n  category: TransactionFilterCategory\n): boolean => {\n  const op = category.matchingOperator;\n  const values = category.values;\n  let matched = false;\n\n  if (op === 'in_between') {\n    if (values.length >= 2) {\n      const min = Number(values[0]);\n      const max = Number(values[1]);\n      matched = amount >= min && amount <= max;\n    }\n  } else if (op === 'less_than') {\n    if (values.length >= 1) {\n      matched = amount < Number(values[0]);\n    }\n  } else if (op === 'greater_than') {\n    if (values.length >= 1) {\n      matched = amount > Number(values[0]);\n    }\n  } else if (op === 'equal' || op === 'not_equal') {\n    matched = values.some((v) => {\n      const s = String(v);\n      // Backward compatibility: legacy \"low<->high\" range-string form\n      // persisted under `matchingOperator: 'equal'`.\n      if (s.includes('<->')) {\n        const parts = s.split('<->');\n        return (\n          amount >= Number(parts[0] ?? '') && amount <= Number(parts[1] ?? '')\n        );\n      }\n      return amount === Number(v);\n    });\n  }\n\n  return op === 'not_equal' ? !matched : matched;\n};\n\nconst transactionMatchesCategory = (\n  transaction: TransactionView,\n  category: TransactionFilterCategory\n): boolean => {\n  if (category.field === 'amount') {\n    // Per-line matching: the transaction is included if ANY of its lines\n    // satisfies the operator. This is what the user expects when a\n    // multi-line transaction contains lines at different amounts — they\n    // want the row to surface if even one line falls in the filter's\n    // range. The full row (with non-matching lines too) renders\n    // downstream; this matcher only decides row inclusion. Same\n    // operator + sign semantics as the aggregate version, just applied\n    // per line.\n    //\n    // `not_equal` deserves a sanity-check: `matchAmount` already inverts\n    // internally for that operator, so for a line whose amount is NOT\n    // in the filter's `values`, matchAmount returns true; for a line\n    // whose amount IS in the values, it returns false. `.some()` over\n    // lines therefore means \"the transaction has at least one line that\n    // is not equal to any of the filter values\" — which is the right\n    // match-any-line interpretation of `not_equal` (a transaction\n    // matches if it has a line that satisfies the negation).\n    const lineAmounts = getLineAmountsForTransaction(transaction);\n    if (lineAmounts.length === 0) {\n      // No valid (finite) amount data on the transaction or its lines —\n      // apply the same absent-value contract the generic branch below\n      // uses for non-amount fields: only `not_equal` matches a missing\n      // value, every other operator excludes it. Coercing missing\n      // amounts to `0` upstream (the previous behavior) would have made\n      // such rows silently match `less_than 100`, `in_between [0, 50]`,\n      // etc., which the PR review correctly flagged as a regression.\n      return category.matchingOperator === 'not_equal';\n    }\n    return lineAmounts.some((lineAmount) => matchAmount(lineAmount, category));\n  }\n  const value = getCategoryValueForTransaction(category.field, transaction);\n  if (value == null) {\n    // Absent-value semantics — pinning these down explicitly so the\n    // asymmetry isn't surprising:\n    //\n    //   not_equal: a missing value IS NOT EQUAL to any candidate, so the\n    //              transaction matches the filter (passes through).\n    //   equal:     a missing value is not equal to any candidate, so the\n    //              transaction does NOT match (filtered out).\n    //   less_than / greater_than: SQL-style three-valued logic — comparing\n    //              against a missing value is \"unknown\", which we treat as\n    //              \"does not match\" (filtered out). A user setting\n    //              \"amount < $1000\" probably wants transactions with a\n    //              concrete amount that satisfies the bound, not rows\n    //              where the amount can't be determined.\n    //   in_between: same as the single-sided comparators — missing values\n    //              are filtered out.\n    //\n    // Only the `not_equal` branch returns `true` here; everything else\n    // falls through to the `false` below. Note: 'amount' never lands here\n    // because it short-circuits to the per-line path above.\n    return category.matchingOperator === 'not_equal';\n  }\n  const valueStr = value.toString();\n  const valueInList = category.values.some((v) => v.toString() === valueStr);\n  return category.matchingOperator === 'not_equal' ? !valueInList : valueInList;\n};\n\n/**\n * TC-only equivalent of `applyAdvancedFiltersOnList`. Filters a list of\n * `TransactionView` items against a `TransactionFilters` object using the\n * AND/OR combination semantics from `categoryCombinationOperator`.\n *\n * Independent of `view/spendManagement` — keeps the TC filter pipeline cleanly\n * inside the Expense Automation feature group.\n */\nexport const applyTransactionFilters = (\n  transactions: TransactionView[],\n  filters?: TransactionFilters\n): TransactionView[] => {\n  if (filters?.categories == null || filters.categories.length === 0) {\n    return transactions;\n  }\n\n  // Mirrors the predicate used by `getTransactionAppliedFiltersCount` on the\n  // webc side. A half-filled category — e.g. `in_between` with only the\n  // `min` typed — would otherwise survive the filter pass and produce zero\n  // matches because `Number(\"\")` collapses to `0`, artificially emptying\n  // the list while editing. Skipping such categories keeps the filtered\n  // view stable while the user finishes typing.\n  const activeCategories = filters.categories.filter((c) => {\n    if (c.field == null || c.values.length === 0) {\n      return false;\n    }\n    if (c.field === 'amount' && c.matchingOperator === 'in_between') {\n      return (\n        c.values.length >= 2 &&\n        String(c.values[0] ?? '').trim() !== '' &&\n        String(c.values[1] ?? '').trim() !== ''\n      );\n    }\n    return String(c.values[0] ?? '').trim() !== '';\n  });\n  if (activeCategories.length === 0) {\n    return transactions;\n  }\n\n  const op = filters.categoryCombinationOperator;\n  return transactions.filter((txn) => {\n    if (op === 'AND') {\n      return activeCategories.every((cat) =>\n        transactionMatchesCategory(txn, cat)\n      );\n    }\n    return activeCategories.some((cat) => transactionMatchesCategory(txn, cat));\n  });\n};\n"]}

package/lib/esm/view/expenseAutomationView/types/completedSubTab.js

@@ -0,0 +1,18 @@
+import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
+/**
+ * Sub-tabs that can appear under any "Completed" tab in the Expense Automation
+ * surface (Transaction Categorization Completed and Missing Receipts Completed
+ * both use this exact union). Forwarded verbatim to listing APIs as `sub_tab`
+ * / `match_type`. `'all'` preserves parent-tab semantics on the backend.
+ */
+const COMPLETED_SUB_TABS = ['all', 'ai_accountant', 'manual'];
+export const toCompletedSubTab = (v) => stringToUnion(v.trim().toLowerCase(), COMPLETED_SUB_TABS);
+/**
+ * "No sub-tab filter" sentinel — single source of truth for the default
+ * value of {@link CompletedSubTab}. Use this constant in initial slice
+ * state and at any call site that needs to fall back to the parent-tab
+ * listing semantics (review tab requests, manual-search overrides, etc.)
+ * so a future rename of the union doesn't require chasing literals.
+ */
+export const DEFAULT_COMPLETED_SUB_TAB = 'all';
+//# sourceMappingURL=completedSubTab.js.map

package/lib/esm/view/expenseAutomationView/types/completedSubTab.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"completedSubTab.js","sourceRoot":"","sources":["../../../../../src/view/expenseAutomationView/types/completedSubTab.ts"],"names":[],"mappings":"AAAA,OAAO,EAAC,aAAa,EAAC,MAAM,yCAAyC,CAAC;AAEtE;;;;;GAKG;AACH,MAAM,kBAAkB,GAAG,CAAC,KAAK,EAAE,eAAe,EAAE,QAAQ,CAAU,CAAC;AAEvE,MAAM,CAAC,MAAM,iBAAiB,GAAG,CAAC,CAAS,EAAE,EAAE,CAC7C,aAAa,CAAC,CAAC,CAAC,IAAI,EAAE,CAAC,WAAW,EAAE,EAAE,kBAAkB,CAAC,CAAC;AAI5D;;;;;;GAMG;AACH,MAAM,CAAC,MAAM,yBAAyB,GAAoB,KAAK,CAAC","sourcesContent":["import {stringToUnion} from '../../../commonStateTypes/stringToUnion';\n\n/**\n * Sub-tabs that can appear under any \"Completed\" tab in the Expense Automation\n * surface (Transaction Categorization Completed and Missing Receipts Completed\n * both use this exact union). Forwarded verbatim to listing APIs as `sub_tab`\n * / `match_type`. `'all'` preserves parent-tab semantics on the backend.\n */\nconst COMPLETED_SUB_TABS = ['all', 'ai_accountant', 'manual'] as const;\n\nexport const toCompletedSubTab = (v: string) =>\n  stringToUnion(v.trim().toLowerCase(), COMPLETED_SUB_TABS);\n\nexport type CompletedSubTab = ReturnType<typeof toCompletedSubTab>;\n\n/**\n * \"No sub-tab filter\" sentinel — single source of truth for the default\n * value of {@link CompletedSubTab}. Use this constant in initial slice\n * state and at any call site that needs to fall back to the parent-tab\n * listing semantics (review tab requests, manual-search overrides, etc.)\n * so a future rename of the union doesn't require chasing literals.\n */\nexport const DEFAULT_COMPLETED_SUB_TAB: CompletedSubTab = 'all';\n"]}

package/lib/esm/view/expenseAutomationView/types/fluxAnalysisViewState.js

@@ -0,0 +1,5 @@
+import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
+const FLUX_ANALYSIS_SORT_KEYS = ['vendor', 'variance', 'status'];
+// eslint-disable-next-line @typescript-eslint/no-unused-vars
+const toFluxAnalysisSortKey = (v) => stringToUnion(v, FLUX_ANALYSIS_SORT_KEYS);
+//# sourceMappingURL=fluxAnalysisViewState.js.map

package/lib/esm/view/expenseAutomationView/types/fluxAnalysisViewState.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"fluxAnalysisViewState.js","sourceRoot":"","sources":["../../../../../src/view/expenseAutomationView/types/fluxAnalysisViewState.ts"],"names":[],"mappings":"AAQA,OAAO,EAAC,aAAa,EAAC,MAAM,yCAAyC,CAAC;AAKtE,MAAM,uBAAuB,GAAG,CAAC,QAAQ,EAAE,UAAU,EAAE,QAAQ,CAAU,CAAC;AAE1E,6DAA6D;AAC7D,MAAM,qBAAqB,GAAG,CAAC,CAAS,EAAE,EAAE,CAC1C,aAAa,CAAC,CAAC,EAAE,uBAAuB,CAAC,CAAC","sourcesContent":["import {Currency} from '../../../commonStateTypes/amount';\nimport {COABalance} from '../../../commonStateTypes/coaBalance/coaBalance';\nimport {\n  FetchStateAndError,\n  FetchedState,\n  ID,\n} from '../../../commonStateTypes/common';\nimport {SortOrder} from '../../../commonStateTypes/selectorTypes/sortOrderTypes';\nimport {stringToUnion} from '../../../commonStateTypes/stringToUnion';\nimport {MonthYearPeriodId} from '../../../commonStateTypes/timePeriod';\nimport {PageToken} from '../../../commonStateTypes/viewAndReport/viewAndReport';\nimport {FluxAnalysisSectionType} from '../selectorTypes/fluxAnalysisViewSelectorTypes';\n\nconst FLUX_ANALYSIS_SORT_KEYS = ['vendor', 'variance', 'status'] as const;\n\n// eslint-disable-next-line @typescript-eslint/no-unused-vars\nconst toFluxAnalysisSortKey = (v: string) =>\n  stringToUnion(v, FLUX_ANALYSIS_SORT_KEYS);\n\nexport type FluxAnalysisSortKey = ReturnType<typeof toFluxAnalysisSortKey>;\n\nexport type FluxAnalysisActionType = 'review' | 'unreview';\nexport type FluxAnalysisReviewStatus = 'Pending Review' | 'Reviewed';\n\nexport interface FluxBalancesByMonth {\n  month1: COABalance;\n  month2: COABalance;\n}\nexport interface BalancesAndVariance {\n  balancesByMonth: FluxBalancesByMonth | undefined;\n  varianceAmount: number;\n  variancePercentage: number;\n}\nexport interface FluxAnalysisEntities {\n  operatingExpenses: FluxAnalysisOperatingExpense[];\n}\n\nexport interface FluxVendorAccountsAndClasses extends BalancesAndVariance {\n  accountId: ID | undefined;\n  classId: ID | undefined;\n}\nexport interface FluxAnalysisOperatingExpense extends BalancesAndVariance {\n  anomalyReason: string;\n  currency: Currency;\n  fluxAnalysisEntityId: ID;\n  status: FluxAnalysisReviewStatus;\n  userId: ID | undefined;\n  vendorAccountsAndClasses: FluxVendorAccountsAndClasses[];\n  vendorId: ID;\n}\n\ninterface GroupPaginationInfo {\n  hasMore: boolean;\n  pageToken: PageToken;\n  totalCount: number;\n  limit?: number;\n}\nexport interface FluxAnalysisViewUIState {\n  collapsableStatus: {\n    [nodeId: string]: boolean;\n  };\n  paginationInfoByGroup: {\n    generalExpense: GroupPaginationInfo;\n    reimbursement: GroupPaginationInfo;\n  };\n  scrollPosition:\n    | {\n        scrollTop: number;\n        scrollLeft?: number; // Not required for all views\n      }\n    | undefined;\n  searchString: string;\n  sortKey: FluxAnalysisSortKey;\n  sortOrder: SortOrder;\n}\n\nexport interface FluxAnalysisViewGroup {\n  fetchStatus: FetchStateAndError;\n  operatingExpenseIds: ID[];\n  total: BalancesAndVariance | undefined;\n}\nexport interface FluxAnalysisViewGroups {\n  generalExpense: FluxAnalysisViewGroup;\n  reimbursement: FluxAnalysisViewGroup;\n}\n\nexport interface FluxAnalysisViewState extends FetchedState {\n  bulkReviewStatus: FetchStateAndError;\n  currency: Currency;\n  fluxAnalysisEntities: FluxAnalysisEntities;\n  groupsBySelectedPeriod: Record<MonthYearPeriodId, FluxAnalysisViewGroups>;\n  refreshStatus: FetchStateAndError;\n  reviewOperatingExpenseIdsByPeriod: Record<MonthYearPeriodId, ID[]>;\n  selectedSectionIdsByPeriod: Record<\n    MonthYearPeriodId,\n    FluxAnalysisSectionType[]\n  >;\n  totalBalancesAndVariance: BalancesAndVariance | undefined;\n  uiState: FluxAnalysisViewUIState;\n}\n"]}

package/lib/esm/view/expenseAutomationView/types/jeSchedulesViewState.js

@@ -0,0 +1,25 @@
+import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
+const JE_SCHEDULE_SORT_KEYS = [
+    'vendor',
+    'category',
+    'class',
+    'depCategory',
+    'scheduleCategory',
+    'startMonth',
+    'type',
+    'amortizationPeriod',
+    'jePostingDate',
+    'remainingMonths',
+    'runningBalance',
+    'totalAmount',
+    'transactionDate',
+    'memo',
+];
+export const toJEScheduleSortKey = (v) => stringToUnion(v, JE_SCHEDULE_SORT_KEYS);
+const JE_SCHEDULE_MAIN_TABS = [
+    'pending_review',
+    'ongoing',
+    'completed',
+];
+export const toJEScheduleMainTab = (v) => stringToUnion(v, JE_SCHEDULE_MAIN_TABS);
+//# sourceMappingURL=jeSchedulesViewState.js.map

package/lib/esm/view/expenseAutomationView/types/jeSchedulesViewState.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"jeSchedulesViewState.js","sourceRoot":"","sources":["../../../../../src/view/expenseAutomationView/types/jeSchedulesViewState.ts"],"names":[],"mappings":"AAQA,OAAO,EAAC,aAAa,EAAC,MAAM,yCAAyC,CAAC;AAStE,MAAM,qBAAqB,GAAG;IAC5B,QAAQ;IACR,UAAU;IACV,OAAO;IACP,aAAa;IACb,kBAAkB;IAClB,YAAY;IACZ,MAAM;IACN,oBAAoB;IACpB,eAAe;IACf,iBAAiB;IACjB,gBAAgB;IAChB,aAAa;IACb,iBAAiB;IACjB,MAAM;CACE,CAAC;AAEX,MAAM,CAAC,MAAM,mBAAmB,GAAG,CAAC,CAAS,EAAE,EAAE,CAC/C,aAAa,CAAC,CAAC,EAAE,qBAAqB,CAAC,CAAC;AAI1C,MAAM,qBAAqB,GAAG;IAC5B,gBAAgB;IAChB,SAAS;IACT,WAAW;CACH,CAAC;AAEX,MAAM,CAAC,MAAM,mBAAmB,GAAG,CAAC,CAAS,EAAE,EAAE,CAC/C,aAAa,CAAC,CAAC,EAAE,qBAAqB,CAAC,CAAC","sourcesContent":["import {NestedAccountHierarchyForReport} from '../../../commonStateTypes/accountView/nestedAccountID';\nimport {\n  FetchStateAndError,\n  FetchedState,\n  ID,\n} from '../../../commonStateTypes/common';\nimport {Recommendation} from '../../../commonStateTypes/recommendationBase';\nimport {SortOrder} from '../../../commonStateTypes/selectorTypes/sortOrderTypes';\nimport {stringToUnion} from '../../../commonStateTypes/stringToUnion';\nimport {MonthYearPeriodId} from '../../../commonStateTypes/timePeriod';\nimport {AccountBase} from '../../../entity/account/accountState';\nimport {\n  JEScheduleTransactionKey,\n  ScheduleTypes,\n} from '../../../entity/jeSchedules/jeSchedulesTypes';\nimport {VendorBase} from '../../../entity/vendor/vendorState';\n\nconst JE_SCHEDULE_SORT_KEYS = [\n  'vendor',\n  'category',\n  'class',\n  'depCategory',\n  'scheduleCategory',\n  'startMonth',\n  'type',\n  'amortizationPeriod',\n  'jePostingDate',\n  'remainingMonths',\n  'runningBalance',\n  'totalAmount',\n  'transactionDate',\n  'memo',\n] as const;\n\nexport const toJEScheduleSortKey = (v: string) =>\n  stringToUnion(v, JE_SCHEDULE_SORT_KEYS);\n\nexport type JEScheduleSortKey = ReturnType<typeof toJEScheduleSortKey>;\n\nconst JE_SCHEDULE_MAIN_TABS = [\n  'pending_review',\n  'ongoing',\n  'completed',\n] as const;\n\nexport const toJEScheduleMainTab = (v: string) =>\n  stringToUnion(v, JE_SCHEDULE_MAIN_TABS);\n\nexport type JEScheduleMainTab = ReturnType<typeof toJEScheduleMainTab>;\n\nexport interface JESchedulesViewUIState {\n  scrollPosition:\n    | {\n        scrollTop: number;\n        scrollLeft?: number; // Not required for all views\n      }\n    | undefined;\n  searchString: string;\n  selectedMainTab: JEScheduleMainTab;\n  sortKey: JEScheduleSortKey;\n  sortOrder: SortOrder;\n  totalCount: number;\n  limit?: number;\n}\n\nexport interface JEScheduleLocalData {\n  jeScheduleID: ID;\n  scheduledJournalEntryID: ID;\n  jeScheduleType?: ScheduleTypes;\n  updatedAccumulatedDepreciationCategoryID?: ID;\n  updatedCategoryId?: ID;\n  updatedClassId?: ID;\n  updatedVendor?: VendorBase;\n}\n\nexport interface JESchedulesViewState extends FetchedState {\n  accountSettings: AccountSettingsState;\n  failedJeScheduleTransactionKeysByPeriod: Record<\n    MonthYearPeriodId,\n    JEScheduleTransactionKey[]\n  >;\n  ignoreStatusById: Record<JEScheduleTransactionKey, FetchStateAndError>; // Review or Ignore activity\n  jeScheduleLocalDataById: Record<ID, JEScheduleLocalData>; // ID is scheduledJournalEntryID\n\n  jeScheduleTransactionKeysByPeriod: Record<\n    MonthYearPeriodId,\n    JEScheduleTransactionKey[]\n  >;\n  postStatusById: Record<ID, FetchStateAndError>; // ID is scheduledJournalEntryID : For Resolving Schedule\n  refreshStatus: FetchStateAndError;\n  uiState: JESchedulesViewUIState;\n}\n\nexport interface AccountSettingsLocalData {\n  previousAccruedExpensesAccount: AccountBase[];\n  previousFixedAssetsAccount: AccountBase[];\n  // this will point to the original account which already has the label\n  previousPrepaidExpensesAccount: AccountBase[];\n\n  selectedAccruedExpensesAccountIds: ID[];\n  selectedFixedAssetsAccountIds: ID[];\n  selectedPrepaidExpensesAccountIds: ID[];\n}\n\nexport interface AccountSettingsState {\n  accountListFetchState: FetchStateAndError;\n\n  accruedExpensesAccountIdList: ID[]; // list of accrued expenses accounts\n  accruedExpensesNestedAccountListHierarchy: NestedAccountHierarchyForReport[];\n  accruedExpensesRecommendations: Recommendation[];\n\n  fixedAssetsAccountIdList: ID[]; // list of fixed assets accounts\n  fixedAssetsNestedAccountListHierarchy: NestedAccountHierarchyForReport[];\n  fixedAssetsRecommendations: Recommendation[];\n\n  localData: AccountSettingsLocalData;\n  prepaidExpensesAccountIdList: ID[]; // list of prepaid expenses accounts\n  prepaidExpensesNestedAccountListHierarchy: NestedAccountHierarchyForReport[];\n\n  prepaidExpensesRecommendations: Recommendation[];\n  recommendationFetchState: FetchStateAndError;\n  updateFetchState: FetchStateAndError;\n}\n"]}

package/lib/esm/view/expenseAutomationView/types/missingReceiptsViewState.js

@@ -0,0 +1,52 @@
+import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
+const MISSING_RECEIPTS_SORT_KEYS = [
+    'vendor',
+    'date',
+    'category',
+    'class',
+    'amount',
+];
+export const toMissingReceiptsSortKey = (v) => stringToUnion(v, MISSING_RECEIPTS_SORT_KEYS);
+// -- Bulk Receipt Upload Types --
+/**
+ * Minimum trimmed query length before manual-match search calls the expense-automation API.
+ * Kept in sync with `ManualSearchInput` in web-components (fires search only when length ≥ this).
+ */
+export const MIN_MANUAL_TRANSACTION_SEARCH_LENGTH = 2;
+const BATCH_STATUS_VALUES = ['pending', 'processing', 'completed'];
+export const toBatchStatusValue = (v) => stringToUnion(v.trim().toLowerCase(), BATCH_STATUS_VALUES);
+/** Canonical batch file statuses (API ingress may use aliases; see `parseBatchFileStatus`). */
+export const BATCH_FILE_STATUSES = [
+    'exact_match',
+    'possible_matches',
+    'no_match',
+    'failed',
+];
+export const toBatchFileStatus = (v) => stringToUnion(v.trim().toLowerCase().replace(/-/g, '_'), BATCH_FILE_STATUSES);
+const UNMATCHED_TAB_FILE_STATUSES = ['possible_matches', 'no_match'];
+/** True for files that belong in the Unmatched tab (possible matches or no match). */
+export function isUnmatchedTabFileStatus(status) {
+    return UNMATCHED_TAB_FILE_STATUSES.includes(status);
+}
+const BULK_UPLOAD_PHASES = [
+    'idle',
+    'uploading',
+    'matching',
+    'completed',
+];
+export const toBulkUploadPhase = (v) => stringToUnion(v.trim().toLowerCase(), BULK_UPLOAD_PHASES);
+const BULK_UPLOAD_RESULTS_TABS = ['completed', 'unmatched'];
+export const toBulkUploadResultsTab = (v) => stringToUnion(v.trim().toLowerCase(), BULK_UPLOAD_RESULTS_TABS);
+const MISSING_RECEIPTS_TABS = ['missing', 'completed', 'unmatched'];
+export const toMissingReceiptsTab = (v) => stringToUnion(v.trim().toLowerCase(), MISSING_RECEIPTS_TABS);
+const MATCH_SOURCES = ['ai', 'manual'];
+export const toMatchSource = (v) => stringToUnion(v.trim().toLowerCase(), MATCH_SOURCES);
+const BULK_UPLOAD_SORT_KEYS = [
+    'amount',
+    'category',
+    'class',
+    'date',
+    'vendor',
+];
+export const toBulkUploadSortKey = (v) => stringToUnion(v.trim().toLowerCase(), BULK_UPLOAD_SORT_KEYS);
+//# sourceMappingURL=missingReceiptsViewState.js.map

package/lib/esm/view/expenseAutomationView/types/missingReceiptsViewState.js.map

@@ -0,0 +1 @@
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see `parseBatchFileStatus`). */\nexport const BATCH_FILE_STATUSES = [\n  'exact_match',\n  'possible_matches',\n  'no_match',\n  'failed',\n] as const;\nexport const toBatchFileStatus = (v: string) =>\n  stringToUnion(v.trim().toLowerCase().replace(/-/g, '_'), BATCH_FILE_STATUSES);\nexport type BatchFileStatus = ReturnType<typeof toBatchFileStatus>;\n\nconst UNMATCHED_TAB_FILE_STATUSES = ['possible_matches', 'no_match'] as const;\n\n/** True for files that belong in the Unmatched tab (possible matches or no match). */\nexport function isUnmatchedTabFileStatus(status: BatchFileStatus): boolean {\n  return (UNMATCHED_TAB_FILE_STATUSES as readonly string[]).includes(status);\n}\n\nconst BULK_UPLOAD_PHASES = [\n  'idle',\n  'uploading',\n  'matching',\n  'completed',\n] as const;\nexport const toBulkUploadPhase = (v: string) =>\n  stringToUnion(v.trim().toLowerCase(), BULK_UPLOAD_PHASES);\nexport type BulkUploadPhase = ReturnType<typeof toBulkUploadPhase>;\n\nconst BULK_UPLOAD_RESULTS_TABS = ['completed', 'unmatched'] as const;\nexport const toBulkUploadResultsTab = (v: string) =>\n  stringToUnion(v.trim().toLowerCase(), BULK_UPLOAD_RESULTS_TABS);\nexport type BulkUploadResultsTab = ReturnType<typeof toBulkUploadResultsTab>;\n\nconst MISSING_RECEIPTS_TABS = ['missing', 'completed', 'unmatched'] as const;\nexport const toMissingReceiptsTab = (v: string) =>\n  stringToUnion(v.trim().toLowerCase(), MISSING_RECEIPTS_TABS);\nexport type MissingReceiptsTab = ReturnType<typeof toMissingReceiptsTab>;\n\nconst MATCH_SOURCES = ['ai', 'manual'] as const;\nexport const toMatchSource = (v: string) =>\n  stringToUnion(v.trim().toLowerCase(), MATCH_SOURCES);\nexport type MatchSource = ReturnType<typeof toMatchSource>;\n\nconst BULK_UPLOAD_SORT_KEYS = [\n  'amount',\n  'category',\n  'class',\n  'date',\n  'vendor',\n] as const;\nexport const toBulkUploadSortKey = (v: string) =>\n  stringToUnion(v.trim().toLowerCase(), BULK_UPLOAD_SORT_KEYS);\nexport type BulkUploadSortKey = ReturnType<typeof toBulkUploadSortKey>;\n\nexport interface CandidateRef {\n  matchScore: number;\n  transactionId: ID;\n}\n\nexport interface MatchCandidate {\n  amount: number;\n  currencyCode: string;\n  matchScore: number;\n  transactionDate: string;\n  transactionId: ID;\n  transactionType: string;\n  vendorName: string;\n  vendorLogo?: string;\n}\n\nexport interface BatchFile {\n  attachmentId: ID;\n  fileDownloadUrl: string | null;\n  fileId: ID;\n  filename: string;\n  filePreviewUrl: string | null;\n  status: BatchFileStatus;\n  candidates?: CandidateRef[];\n  matchedTransactionId?: ID;\n  matchSource?: MatchSource;\n}\n\nexport interface BatchSummary {\n  failed: number;\n  matched: number;\n  noMatch: number;\n  possibleMatches: number;\n  total: number;\n}\n\nexport interface BatchStatus {\n  batchId: ID;\n  progress: {processed: number; total: number};\n  status: BatchStatusValue;\n}\n\nexport interface BatchDetails {\n  batchId: ID;\n  createdAt: string;\n  files: BatchFile[];\n  status: BatchStatusValue;\n  summary: BatchSummary;\n  /** Present when batch-details API includes `user_id` (uploader). */\n  userId?: ID;\n}\n\nexport interface BatchListItem {\n  batchId: ID;\n  createdAt: string;\n  failedCount: number;\n  matchedCount: number;\n  noMatchCount: number;\n  possibleMatchesCount: number;\n  status: string;\n  totalFiles: number;\n  userId: ID;\n}\n\nexport interface ManualSearchResult {\n  amount: number;\n  currencyCode: string;\n  entityId: string;\n  memo: string;\n  transactionDate: string;\n  transactionId: ID;\n  transactionType: string;\n  vendorName: string;\n  /** Present when API/merged transaction state supplies a logo URL. */\n  vendorLogo?: string;\n}\n\nexport interface ManualSearchState {\n  fetchState: FetchStateAndError;\n  /** True while appending the next page (initial search uses fetchState only). */\n  isLoadingMore: boolean;\n  nextPageToken: string | null;\n  pageSize: number;\n  results: ManualSearchResult[];\n  searchQuery: string;\n  totalCount: number;\n}\n\n/** Same union as {@link CompletedSubTab} — used for completed-transactions API `match_type`. */\nexport type CompletedTransactionsMatchType = CompletedSubTab;\n\nexport interface CompletedTransactionsState {\n  fetchState: FetchStateAndError;\n  nextPageToken: string | null;\n  totalCount: number;\n  transactionIds: ID[];\n}\n\nexport interface BulkUploadState {\n  batchDetailsById: Record<ID, BatchDetails>;\n  batchDetailsPaginationState: FetchStateAndError;\n  /**\n   * True while a stale-while-revalidate refresh of `batchDetailsById` is in flight (manual refresh\n   * or scope-change replacement). Existing entries are kept on screen during this window; the UI\n   * can surface a lightweight refresh indicator. Cleared on `fetchMoreBatchDetailsComplete` /\n   * `fetchMoreBatchDetailsFailure`.\n   */\n  batchDetailsRevalidating: boolean;\n  batchListByPeriod: Record<MonthYearPeriodId, BatchListItem[]>;\n  batchListFetchState: FetchStateAndError;\n  batchStatusById: Record<ID, BatchStatus>;\n  completedSubTab: CompletedSubTab;\n  completedTransactionsByPeriod: Record<string, CompletedTransactionsState>;\n  confirmMatchStatus: FetchStateAndError;\n  currentResultsTab: BulkUploadResultsTab;\n  failedBatchDetailIds: ID[];\n  /**\n   * Set to `true` once the first batch-details page has resolved (success or empty completion).\n   * Drives stale-while-revalidate: the Unmatched skeleton is shown only while this is `false`.\n   * Reset only by `clearBulkUpload` or by an explicit scope-change (period/tenant) clear.\n   */\n  initialBatchDetailsLoaded: boolean;\n  /**\n   * Last time `GET /1.0/batches/:id` was issued for a given batch via the targeted refresh epic.\n   * Used to throttle Pusher resend storms — repeat completion events for the same batchId within\n   * the dedupe window are dropped.\n   */\n  lastBatchDetailRefreshAtById: Record<ID, number>;\n  /**\n   * Incremented when manual search Redux state is cleared so Unmatched `ManualSearchInput`\n   * instances remount and drop local query text.\n   */\n  manualSearch: ManualSearchState;\n  manualSearchUiResetKey: number;\n  phase: BulkUploadPhase;\n  sortKey: BulkUploadSortKey | undefined;\n  sortOrder: SortOrder | undefined;\n  uploadedFileCount: number;\n  uploadProgress: number;\n  uploadStatus: FetchStateAndError;\n  currentBatchId?: ID;\n}\n\nexport interface MissingReceiptsViewState extends FetchedState {\n  bulkUpload: BulkUploadState;\n  /**\n   * When set, the app shell should switch the Missing Receipts sub-tab (e.g. to Unmatched)\n   * once, then clear via `clearMissingReceiptsTabNavigation`.\n   */\n  pendingMissingReceiptsTabNavigation: BulkUploadResultsTab | null;\n  refreshStatus: FetchStateAndError;\n  transactionIdsBySelectedPeriod: Record<MonthYearPeriodId, ID[]>;\n  uiState: MissingReceiptsViewUIState;\n  uploadReceiptStatusById: Record<ID, FetchStateAndError>;\n}\n"]}

package/lib/esm/view/expenseAutomationView/types/reconciliationViewState.js

@@ -0,0 +1,33 @@
+import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
+export const RECONCILE_ACTIONS = [
+    'reconcile',
+    'save_reconcile_for_later',
+    'exclude',
+];
+export const toReconcileActions = (v) => stringToUnion(v, RECONCILE_ACTIONS);
+const RECONCILIATION_VIEW_TABS = ['reconcile', 'review'];
+export const toReconciliationTabsType = (v) => stringToUnion(v, RECONCILIATION_VIEW_TABS);
+const RECON_RECONCILE_SORT_KEYS = [
+    'date',
+    'clearedDate',
+    'type',
+    'payee',
+    'account',
+    'transactionDirection',
+    'memo',
+    'amount',
+    'recommended',
+];
+// eslint-disable-next-line @typescript-eslint/no-unused-vars
+const toReconReconcileSortKeysType = (v) => stringToUnion(v, RECON_RECONCILE_SORT_KEYS);
+const RECON_REVIEW_SORT_KEYS = [
+    'date',
+    'payee',
+    'memo',
+    'amount',
+    'direction',
+    'match',
+];
+// eslint-disable-next-line @typescript-eslint/no-unused-vars
+const toReconReviewSortKey = (v) => stringToUnion(v, RECON_REVIEW_SORT_KEYS);
+//# sourceMappingURL=reconciliationViewState.js.map

package/lib/esm/view/expenseAutomationView/types/reconciliationViewState.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"reconciliationViewState.js","sourceRoot":"","sources":["../../../../../src/view/expenseAutomationView/types/reconciliationViewState.ts"],"names":[],"mappings":"AAGA,OAAO,EAAC,aAAa,EAAC,MAAM,yCAAyC,CAAC;AAQtE,MAAM,CAAC,MAAM,iBAAiB,GAAG;IAC/B,WAAW;IACX,0BAA0B;IAC1B,SAAS;CACD,CAAC;AAEX,MAAM,CAAC,MAAM,kBAAkB,GAAG,CAAC,CAAS,EAAE,EAAE,CAC9C,aAAa,CAAC,CAAC,EAAE,iBAAiB,CAAC,CAAC;AAkBtC,MAAM,wBAAwB,GAAG,CAAC,WAAW,EAAE,QAAQ,CAAU,CAAC;AAElE,MAAM,CAAC,MAAM,wBAAwB,GAAG,CAAC,CAAS,EAAE,EAAE,CACpD,aAAa,CAAC,CAAC,EAAE,wBAAwB,CAAC,CAAC;AAM7C,MAAM,yBAAyB,GAAG;IAChC,MAAM;IACN,aAAa;IACb,MAAM;IACN,OAAO;IACP,SAAS;IACT,sBAAsB;IACtB,MAAM;IACN,QAAQ;IACR,aAAa;CACL,CAAC;AAEX,6DAA6D;AAC7D,MAAM,4BAA4B,GAAG,CAAC,CAAS,EAAE,EAAE,CACjD,aAAa,CAAC,CAAC,EAAE,yBAAyB,CAAC,CAAC;AAuC9C,MAAM,sBAAsB,GAAG;IAC7B,MAAM;IACN,OAAO;IACP,MAAM;IACN,QAAQ;IACR,WAAW;IACX,OAAO;CACC,CAAC;AAEX,6DAA6D;AAC7D,MAAM,oBAAoB,GAAG,CAAC,CAAS,EAAE,EAAE,CACzC,aAAa,CAAC,CAAC,EAAE,sBAAsB,CAAC,CAAC","sourcesContent":["import {Amount} from '../../../commonStateTypes/amount';\nimport {FetchStateAndError, ID} from '../../../commonStateTypes/common';\nimport {SortOrder} from '../../../commonStateTypes/selectorTypes/sortOrderTypes';\nimport {stringToUnion} from '../../../commonStateTypes/stringToUnion';\nimport {MonthYearPeriodId} from '../../../commonStateTypes/timePeriod';\nimport {ReconciliationAccountSourceType} from '../../../entity/account/accountState';\nimport {BankStatusCodeType} from '../../../entity/accountRecon/accountReconState';\nimport {CustomerBase} from '../../../entity/customer/customerState';\nimport {VendorBase} from '../../../entity/vendor/vendorState';\nimport {ZeniAPIStatus} from '../../../responsePayload';\n\nexport const RECONCILE_ACTIONS = [\n  'reconcile',\n  'save_reconcile_for_later',\n  'exclude',\n] as const;\n\nexport const toReconcileActions = (v: string) =>\n  stringToUnion(v, RECONCILE_ACTIONS);\n\nexport type ReconcileActionType = ReturnType<typeof toReconcileActions>;\n\nexport type SaveReconcileDetailActionPayload =\n  | {\n      excludeTransactionId: ID;\n      reconcileAction: 'exclude';\n    }\n  | {\n      reconcileAction: 'reconcile' | 'save_reconcile_for_later';\n    };\n\nexport interface SaveReconciliationDetailFailurePayload {\n  error: ZeniAPIStatus;\n  fetchStateByAction: SaveReconcileDetailActionPayload;\n}\n\nconst RECONCILIATION_VIEW_TABS = ['reconcile', 'review'] as const;\n\nexport const toReconciliationTabsType = (v: string) =>\n  stringToUnion(v, RECONCILIATION_VIEW_TABS);\n\nexport declare type ReconciliationViewTabType = ReturnType<\n  typeof toReconciliationTabsType\n>;\n\nconst RECON_RECONCILE_SORT_KEYS = [\n  'date',\n  'clearedDate',\n  'type',\n  'payee',\n  'account',\n  'transactionDirection',\n  'memo',\n  'amount',\n  'recommended',\n] as const;\n\n// eslint-disable-next-line @typescript-eslint/no-unused-vars\nconst toReconReconcileSortKeysType = (v: string) =>\n  stringToUnion(v, RECON_RECONCILE_SORT_KEYS);\n\nexport declare type ReconReconcileSortKey = ReturnType<\n  typeof toReconReconcileSortKeysType\n>;\n\nexport interface ReconciliationReconcileTabLocalData {\n  selectedTransactionIds: ID[];\n}\n\nexport interface ReconciliationReconcileTabViewUiState {\n  sortKey: ReconReconcileSortKey;\n  sortOrder: SortOrder;\n  scrollYOffset?: number;\n}\n\nexport interface TransactionSummary {\n  count: number;\n  totalAmount: Amount;\n}\nexport interface BalancesLocalData {\n  clearedBalance: Amount;\n  deposits: TransactionSummary;\n  payments: TransactionSummary;\n  variance: Amount;\n  variancePercentage?: number;\n}\nexport interface ReconciliationTabsState {\n  balances: BalancesLocalData;\n  reconcile: {\n    localData: ReconciliationReconcileTabLocalData;\n    uiState: ReconciliationReconcileTabViewUiState;\n  };\n  review: {\n    localData: Record<ID, ReconciliationReviewTabLocalData>;\n    uiState: ReconciliationReviewTabViewUiState;\n  };\n}\n\nconst RECON_REVIEW_SORT_KEYS = [\n  'date',\n  'payee',\n  'memo',\n  'amount',\n  'direction',\n  'match',\n] as const;\n\n// eslint-disable-next-line @typescript-eslint/no-unused-vars\nconst toReconReviewSortKey = (v: string) =>\n  stringToUnion(v, RECON_REVIEW_SORT_KEYS);\n\nexport type ReconReviewSortKey = ReturnType<typeof toReconReviewSortKey>;\n\nexport interface ReconciliationReviewTabViewUiState {\n  scrollPosition:\n    | {\n        scrollTop: number;\n        scrollLeft?: number;\n      }\n    | undefined;\n  sortKey: ReconReviewSortKey;\n  sortOrder: SortOrder;\n}\n\nexport interface ReconciliationReviewTabLocalData {\n  memo: string;\n  bankAccountId?: ID;\n  categoryId?: ID;\n  classId?: ID;\n  creditCardId?: ID;\n  customer?: CustomerBase;\n  matchedTransactionId?: ID;\n  vendor?: VendorBase;\n}\nexport interface ExcludeAccountFromReconciliationPayload {\n  accountId: ID;\n}\n\nexport interface ExclusionInfo {\n  bankBalance: Amount | undefined;\n  clearedBalance: Amount | undefined;\n  variance: Amount | undefined;\n}\n\nexport interface ActionFetchStates {\n  excludeAccountFetch: FetchStateAndError;\n  excludeFetchById: Record<ID, FetchStateAndError>;\n  includeAccountFetch: FetchStateAndError;\n  reconcileFetch: FetchStateAndError;\n  saveForLaterFetch: FetchStateAndError;\n  saveReconciliationReviewFetch: Record<ID, FetchStateAndError>;\n}\n\nexport interface ReconListUIState {\n  nodeCollapseState: Record<ID, boolean>;\n  scrollPosition: {\n    scrollTop: number;\n    scrollLeft?: number;\n  };\n}\n\nexport interface ReconciliationViewState extends FetchStateAndError {\n  accountConnectionStatusByAccountID: Record<ID, BankConnectionStatus>;\n  accountReconciliationRecordsBySelectedPeriod: Record<\n    MonthYearPeriodId,\n    AccountReconciliationRecords\n  >;\n  actionFetchState: ActionFetchStates;\n  excludedAccountExclusionInfo: Record<ID, ExclusionInfo>;\n  excludedAccountIDs: ID[];\n  reconListUIState: ReconListUIState;\n  reconTabsState: ReconciliationTabsState;\n  refreshStatus: FetchStateAndError;\n  selectedTab: ReconciliationViewTabType; // default is review\n  statementUploadChosen: boolean; // this flag will be true if statement upload is selected from a row\n  selectedAccountId?: ID;\n  selectedDrawerAccountId?: ID; // This will be set when account drawer is opened.\n}\n\nexport interface BankConnectionStatus {\n  // This flag will be true only when plaid connection has been initiated\n  // and status is still not_connected\n  connectionInProgress: boolean;\n  status: BankStatusCodeType;\n  paymentAccountId?: ID; // This is the payment account id which is returned when plaid connection is successful\n}\n\nexport interface AccountReconciliationRecords {\n  accountIDs: ID[];\n  reconciliationByAccountID: Record<\n    ID,\n    AccountReconciliationDataWithTransactionFetchState\n  >;\n}\n\nexport interface AccountReconciliationLocalData {\n  accountSource?: ReconciliationAccountSourceType;\n}\n\nexport interface AccountReconciliationDataWithTransactionFetchState {\n  accountId: ID;\n  localData: AccountReconciliationLocalData;\n  refreshStatus: FetchStateAndError;\n  statementDeleteStatus: FetchStateAndError;\n  statementParseInProgress: boolean;\n  statementUpdateStatus: FetchStateAndError;\n  statementUploadStatus: FetchStateAndError;\n  transactionFetchState: FetchStateAndError;\n  accountDetectionReason?: string;\n  reconciliationId?: ID;\n}\n"]}