@zeniai/web-components 4.1.40 → 4.1.41-betaAK1

package/dist/components/common/filters/GenericFilters.d.ts

@@ -0,0 +1,75 @@
+import { MatchingOperatorDropdownOption, SpendManagementFilterEntityType, TransactionFilterEntityType, UserRoleType } from '@zeniai/client-epic-state';
+import { AutoCompleteActions, AutoCompleteData } from '../../common/autoComplete/autoCompleteProps';
+import { GenericFilterCategory, GenericFilterCategoryDropdownOption, GenericFiltersType, ValuesDropdownOption } from './genericFilterTypes';
+export type SupportedFilterEntityType = TransactionFilterEntityType | SpendManagementFilterEntityType;
+export interface GroupByFiltersComponentProps {
+    component: React.ReactElement;
+    height: number;
+}
+export interface GenericFiltersProps<TEntity extends SupportedFilterEntityType, TField extends string, TCategoryDropdownOption extends GenericFilterCategoryDropdownOption<TField>, TFiltersType extends GenericFiltersType<TField>> {
+    entity: TEntity;
+    filters: TFiltersType;
+    filterStrings: {
+        addFilterBtnText: string;
+        categoryPlaceholder: string;
+        clearAllBtnText: string;
+        empty: string;
+        filterByLabel: string;
+        searchPlaceholder: string;
+        select: string;
+        /** Optional: return custom placeholder for the value dropdown by category field */
+        getValuePlaceholder?: (categoryField: string, categoryLabel: string) => string | undefined;
+    };
+    helpers: {
+        getAppliedFiltersCount: (filters: TFiltersType) => number;
+        getDefaultEmptyFilters: () => TFiltersType;
+        getFilterCategories: (entity: TEntity, userRole?: UserRoleType[]) => TCategoryDropdownOption[];
+        getFilterCategoryLabel: (entity: TEntity, key: string) => string;
+        getUpdatedFiltersOnCategoryChange: (props: {
+            currentFilters: TFiltersType;
+            selectedOption: TCategoryDropdownOption;
+            categoryIndex?: number;
+        }) => TFiltersType;
+        getUpdatedFiltersOnMatchingOperatorChange: (props: {
+            currentFilters: TFiltersType;
+            selectedOption: MatchingOperatorDropdownOption;
+            categoryIndex?: number;
+        }) => TFiltersType;
+        getUpdatedFiltersOnValueChange: (props: {
+            categoryIndex: number;
+            currentFilters: TFiltersType;
+            selectedOptions: ValuesDropdownOption[];
+        }) => TFiltersType;
+    };
+    /**
+     * Memoized dropdown options keyed by category field. The cache inside
+     * GenericFilters mirrors this value, so when source data lands after
+     * first render the dropdowns refresh automatically. Callers MUST
+     * memoize this (e.g. with `useMemo`) — passing a new object reference
+     * on every parent render will churn the internal cache state.
+     */
+    categoryWiseOptions?: Record<string, ValuesDropdownOption[]>;
+    createdByUserListLoaded?: boolean;
+    disableFilters?: boolean;
+    groupByFiltersComponent?: GroupByFiltersComponentProps;
+    transactionsLoaded?: boolean;
+    vendorSearchAutoCompleteActions?: AutoCompleteActions;
+    vendorSearchAutoCompleteData?: AutoCompleteData;
+    onFiltersChange: (filters: TFiltersType) => void;
+    onFilterClick?: (entity: TEntity) => void;
+    /** When provided and returns non-null for a field, renders custom operator + value UI (e.g. transaction amount filter with From/To inputs). */
+    renderCustomCategoryValueSection?: (field: string, props: {
+        categoryIndex: number;
+        filter: GenericFilterCategory<TField>;
+        onMatchingOperatorChange: (option: {
+            label: string;
+            value: string;
+        }, categoryIndex?: number) => void;
+        onValueChange: (value: ValuesDropdownOption[], categoryIndex: number) => void;
+    }) => {
+        operatorDropdown: React.ReactNode;
+        valueField: React.ReactNode;
+    } | null;
+}
+declare function GenericFilters<TEntity extends SupportedFilterEntityType, TField extends string, TCategoryDropdownOption extends GenericFilterCategoryDropdownOption<TField>, TFiltersType extends GenericFiltersType<TField>>({ entity: selectedEntity, filters, filterStrings, helpers, onFiltersChange, createdByUserListLoaded, disableFilters, groupByFiltersComponent, transactionsLoaded, vendorSearchAutoCompleteActions, vendorSearchAutoCompleteData, categoryWiseOptions, onFilterClick, renderCustomCategoryValueSection, }: GenericFiltersProps<TEntity, TField, TCategoryDropdownOption, TFiltersType>): import("react/jsx-runtime").JSX.Element;
+export default GenericFilters;

package/dist/components/common/filters/components/GenericFiltersSelection.d.ts

@@ -0,0 +1,58 @@
+import { MatchingOperatorDropdownOption, UserRoleType } from '@zeniai/client-epic-state';
+import { AutoCompleteActions, AutoCompleteData } from '../../../common/autoComplete/autoCompleteProps';
+import { SupportedFilterEntityType } from '../GenericFilters';
+import { GenericFilterCategory, GenericFilterCategoryDropdownOption, GenericFiltersType, ValuesDropdownOption } from '../genericFilterTypes';
+export interface GenericFiltersSelectionProps<TEntity extends SupportedFilterEntityType, TField extends string, TCategoryDropdownOption extends GenericFilterCategoryDropdownOption<TField>, TFiltersType extends GenericFiltersType<TField>> {
+    filters: TFiltersType;
+    filterStrings: {
+        addFilterBtnText: string;
+        categoryPlaceholder: string;
+        clearAllBtnText: string;
+        filterByLabel: string;
+        searchPlaceholder: string;
+        select: string;
+        getValuePlaceholder?: (categoryField: string, categoryLabel: string) => string | undefined;
+    };
+    filterValues: Record<string, ValuesDropdownOption[]>;
+    helpers: {
+        getAppliedFiltersCount: (filters: TFiltersType) => number;
+        getDefaultEmptyFilters: () => TFiltersType;
+        getFilterCategories: (entity: TEntity, userRole?: UserRoleType[]) => TCategoryDropdownOption[];
+        getFilterCategoryLabel: (entity: TEntity, key: string) => string;
+        getUpdatedFiltersOnCategoryChange: (props: {
+            currentFilters: TFiltersType;
+            selectedOption: TCategoryDropdownOption;
+            categoryIndex?: number;
+        }) => TFiltersType;
+        getUpdatedFiltersOnMatchingOperatorChange: (props: {
+            currentFilters: TFiltersType;
+            selectedOption: MatchingOperatorDropdownOption;
+            categoryIndex?: number;
+        }) => TFiltersType;
+        getUpdatedFiltersOnValueChange: (props: {
+            categoryIndex: number;
+            currentFilters: TFiltersType;
+            selectedOptions: ValuesDropdownOption[];
+        }) => TFiltersType;
+    };
+    selectedEntity: TEntity;
+    vendorSearchAutoCompleteActions?: AutoCompleteActions;
+    vendorSearchAutoCompleteData?: AutoCompleteData;
+    onFiltersChange: (filters: TFiltersType) => void;
+    renderCustomCategoryValueSection?: (field: string, props: {
+        categoryIndex: number;
+        filter: GenericFilterCategory<TField>;
+        onMatchingOperatorChange: (option: {
+            label: string;
+            value: string;
+        }, categoryIndex?: number) => void;
+        onValueChange: (value: ValuesDropdownOption[], categoryIndex: number) => void;
+    }) => {
+        operatorDropdown: React.ReactNode;
+        valueField: React.ReactNode;
+    } | null;
+}
+declare const _default: <TEntity extends SupportedFilterEntityType, TField extends string, TCategoryDropdownOption extends GenericFilterCategoryDropdownOption<TField>, TFiltersType extends GenericFiltersType<TField>>(props: GenericFiltersSelectionProps<TEntity, TField, TCategoryDropdownOption, TFiltersType> & {
+    ref?: React.ForwardedRef<HTMLDivElement>;
+}) => React.ReactElement;
+export default _default;

package/dist/components/common/filters/genericFilterTypes.d.ts

@@ -0,0 +1,62 @@
+import { CategoryCombinationOperator, ZeniDate, ZeniUrl } from '@zeniai/client-epic-state';
+type DropdownOptionTypeBase = {
+    [key: string]: any;
+};
+export type ValuesDropdownOption = DropdownOptionTypeBase & {
+    label: string;
+    value: string | number | ZeniDate;
+    email?: string;
+    iconColor?: string;
+    iconType?: string;
+    photo?: ZeniUrl;
+};
+/**
+ * How a category's selected values combine when matching:
+ *   - `"ANY"` — match a row if any value in `values[]` matches (OR semantics).
+ *   - `"ALL"` — match a row only if every value in `values[]` matches (AND).
+ *
+ * Exposed as a named type so callsites that store or narrow this field
+ * (e.g. TC's `TransactionFilterCategory`, which pins it to literal `"ANY"`)
+ * reference one source of truth rather than redeclaring the union.
+ */
+export type ValuesCombinationOperator = "ANY" | "ALL";
+export type GenericFilterCategory<TField extends string = string> = {
+    values: Array<string | number | ZeniDate>;
+    field?: TField;
+    matchingOperator?: string;
+    valuesCombinationOperator?: ValuesCombinationOperator;
+};
+export type GenericFiltersType<TField extends string = string> = {
+    categories: GenericFilterCategory<TField>[];
+    categoryCombinationOperator: CategoryCombinationOperator;
+};
+/**
+ * Type shape for `NEW_CATEGORY_BODY` below. Carries three deliberate
+ * narrowing choices:
+ *
+ *   - `valuesCombinationOperator: "ANY"` — the literal type, not the wider
+ *     `ValuesCombinationOperator` union, because TC's
+ *     `TransactionFilterCategory` narrows the field further to exactly
+ *     `"ANY"`. Without the literal here, the `...NEW_CATEGORY_BODY` spread
+ *     would produce `string` and fail the downstream assignment.
+ *   - `values: never[]` — narrowest possible array type, so the spread is
+ *     assignable to any concrete `values` (e.g. TC's `(string | number)[]`,
+ *     SM's `Array<string | number | ZeniDate>`).
+ *   - `matchingOperator: string` — widely usable placeholder; every caller
+ *     overrides this field after the spread.
+ *
+ * Using an explicit type annotation rather than `as const` keeps the
+ * narrowing without scattering `as const` through callsites.
+ */
+type NewCategoryBody = {
+    matchingOperator: string;
+    values: never[];
+    valuesCombinationOperator: "ANY";
+};
+export declare const NEW_CATEGORY_BODY: NewCategoryBody;
+export type GenericFilterCategoryDropdownOption<TField extends string = string> = {
+    value: TField;
+    multiple?: boolean;
+    type?: string;
+};
+export {};

package/dist/components/common/listPageSearchInputBox/ListPageSearchInputBox.d.ts

@@ -1,5 +1,6 @@
 export interface Props {
     disabled?: boolean;
+    enableSearchHotkey?: boolean;
     inputWrapperStyle?: React.CSSProperties;
     keepSearchBoxOpen?: boolean;
     placeholder?: string;
@@ -8,9 +9,10 @@ export interface Props {
     searchIconMarginRight?: string;
     searchText?: string;
     style?: React.CSSProperties;
+    styledSearchCancelIconWrapperStyle?: React.CSSProperties;
     styledSearchIconContainerStyle?: React.CSSProperties;
     styledSearchIconWrapperStyle?: React.CSSProperties;
     onSearchOpen?: (isOpen: boolean) => void;
     onSearchTextChanged?: (text: string) => void;
 }
-export declare function ListPageSearchInputBox({ disabled, inputWrapperStyle, keepSearchBoxOpen, placeholder, searchBarDataTestId, searchIconMarginRight, searchText, style, styledSearchIconContainerStyle, styledSearchIconWrapperStyle, onSearchOpen, onSearchTextChanged, }: Readonly<Props>): import("react/jsx-runtime").JSX.Element;
+export declare function ListPageSearchInputBox({ enableSearchHotkey, disabled, inputWrapperStyle, keepSearchBoxOpen, placeholder, searchBarDataTestId, searchIconMarginRight, searchText, style, styledSearchCancelIconWrapperStyle, styledSearchIconContainerStyle, styledSearchIconWrapperStyle, onSearchOpen, onSearchTextChanged, }: Readonly<Props>): import("react/jsx-runtime").JSX.Element;

package/dist/components/common/listPageSearchSection/ListPageSearchSection.d.ts

@@ -2,13 +2,26 @@ export interface ListPageSearchSectionProps {
     isSearchOpen: boolean;
     searchPlaceHolder: string;
     searchText: string;
+    /** Tab-within-feature scope — see `selectedEntity` above. */
+    currentTab?: string;
     downloadPresent?: boolean;
+    enableSearchHotkey?: boolean;
     hideSearchBtn?: boolean;
     inputWrapperStyle?: React.CSSProperties;
     /** When set, applied to each search bar container (icon + input). */
     searchBarDataTestId?: string;
     searchIconMarginRight?: string;
     searchTextBoxStyle?: React.CSSProperties;
+    /**
+     * Optional page/feature scope — paired with `currentTab` to derive a
+     * specific `data-testid` on the outer container (e.g.
+     * `search-transaction_categorization-review`). Both must be supplied for
+     * the attribute to render; either missing falls back to no `data-testid`
+     * so consumers without this context (vendor pages, aging reports, etc.)
+     * stay un-tagged and continue to rely on their own scoping mechanisms.
+     */
+    selectedEntity?: string;
+    styledSearchCancelIconWrapperStyle?: React.CSSProperties;
     styledSearchIconContainerStyle?: React.CSSProperties;
     styledSearchIconWrapperStyle?: React.CSSProperties;
     onSearchTextChanged?: (searchText: string) => void;

package/dist/components/expenseAutomation/ExpenseAutomationPage.d.ts

@@ -1,5 +1,5 @@
 import { ReactNode } from 'react';
-import { AccountBase, AuthParams, BulkUploadResultsTab, BulkUploadSelectorData, BulkUploadSortKey, COTTransactionTrackingByTransactionId, ClassBase, CompletedSubTab, CustomerBase, Entity, ExpenseAutomationJESchedulesViewUIState, ExpenseAutomationMissingReceiptsViewUIState, ExpenseAutomationReconciliationViewTab, ExpenseAutomationStepDetails, ExpenseAutomationTransactionsTab, ExpenseAutomationTransactionsViewUIState, ExpenseAutomationViewSelector, ExpenseAutomationViewType, FetchState, FluxAnalysisActionType, FluxAnalysisSectionType, FluxAnalysisViewUIState, ID, JEScheduleTransactionKey, LoggedInUser, MissingReceiptsTab, MonthYearPeriod, PageToken, PlaidLinkTokenType, RecommendationWithCOT, ReconReconcileSortKey, ReconReviewSortKey, ReconciliationReviewTabLocalData, SaveExpenseAutomationReconciliationActionType, ScheduleTypes, SortOrder, SupportedTransactionPayload, SupportedTransactionWithCOT, TransactionEntityType, TransactionID, TransactionType, Vendor, VendorBase, ZeniAPIStatus } from '@zeniai/client-epic-state';
+import { AccountBase, AccountFilterOption, AuthParams, BulkUploadResultsTab, BulkUploadSelectorData, BulkUploadSortKey, COTTransactionTrackingByTransactionId, ClassBase, ClassFilterOption, CompletedSubTab, CustomerBase, Entity, ExpenseAutomationJESchedulesViewUIState, ExpenseAutomationMissingReceiptsViewUIState, ExpenseAutomationReconciliationViewTab, ExpenseAutomationStepDetails, ExpenseAutomationTransactionsTab, ExpenseAutomationTransactionsViewUIState, ExpenseAutomationViewSelector, ExpenseAutomationViewType, FetchState, FluxAnalysisActionType, FluxAnalysisSectionType, FluxAnalysisViewUIState, ID, JEScheduleTransactionKey, LoggedInUser, MissingReceiptsTab, MonthYearPeriod, PageToken, PlaidLinkTokenType, RecommendationWithCOT, ReconReconcileSortKey, ReconReviewSortKey, ReconciliationReviewTabLocalData, SaveExpenseAutomationReconciliationActionType, ScheduleTypes, SortOrder, SupportedTransactionPayload, SupportedTransactionWithCOT, TransactionEntityType, TransactionFilters, TransactionID, TransactionType, Vendor, VendorBase, ZeniAPIStatus } from '@zeniai/client-epic-state';
 import { AutoCompleteActions, AutoCompleteData } from '../common/autoComplete/autoCompleteProps';
 import { ReportTreeScrollPosition } from '../reportTree/ReportTree';
 import { ExpenseAutomationThreadClickTarget } from './components/ExpenseAutomationCommentingShell';
@@ -22,6 +22,8 @@ export interface ExpenseAutomationPageProps extends MonthEndReportPageProps {
     receiptUploadEndpoint: string;
     vendorSearchAutoCompleteActions: AutoCompleteActions;
     vendorSearchAutoCompleteData: AutoCompleteData;
+    /** Accounts from getAllAccounts(accountState) for Payment Account Name/Type filter dropdowns */
+    accountsForFilters?: AccountFilterOption[];
     /**
      * Transaction categorization only: inline activity next to the TC list
      * (e.g. `TransactionActivityLogPanel`).
@@ -34,6 +36,19 @@ export interface ExpenseAutomationPageProps extends MonthEndReportPageProps {
     activityLogTransactionId?: ID;
     bulkUploadEndpoint?: string;
     bulkUploadSelector?: BulkUploadSelectorData;
+    /** Options for the Category filter dropdown (converted to { label: accountName, value: accountId }) */
+    categoryOptions?: Array<{
+        accountId?: string;
+        accountName?: string;
+    }>;
+    /**
+     * Class options for the Class filter dropdown. Uses the narrow
+     * `ClassFilterOption` ({classId, className}) — only the identity and the
+     * display label are needed here. Passing the full `ClassBase` would be a
+     * loose contract that lets consumers accidentally rely on fields that the
+     * upstream selector strips out.
+     */
+    classesForFilters?: ClassFilterOption[];
     /** Initial receipts sub-tab (e.g. Storybook: show Unmatched without clicking tabs). */
     initialMissingReceiptsTab?: MissingReceiptsTab;
     isAiCfoAccessEnabled?: boolean;
@@ -72,6 +87,7 @@ export interface ExpenseAutomationPageProps extends MonthEndReportPageProps {
     }, isBulkFetch: boolean, selectedTab: ExpenseAutomationTransactionsTab, entity?: Entity, updatedCustomer?: CustomerBase) => void;
     onFetchReimbursementView: (selectedPeriod: MonthYearPeriod, pageToken: PageToken, keepExistingListItems: boolean) => void;
     onFetchTransactionCategorizationList: (selectedTab: ExpenseAutomationTransactionsTab, searchString?: string, keepExistingListItems?: boolean, pageToken?: PageToken, refreshInBackground?: boolean, resetListItems?: boolean) => void;
+    onFiltersChange: (filters: TransactionFilters) => void;
     onIncludeAccountIntoReconciliation: (accountId: ID) => void;
     onJeAccountSettingsChange: (formData: JEScheduleAccountSettingsFormData) => void;
     onJESchedulesFormDataChange: (scheduleJournalEntryID: ID, localData: JEScheduleResolveComponentFormData) => void;
@@ -101,6 +117,7 @@ export interface ExpenseAutomationPageProps extends MonthEndReportPageProps {
     onUpdateSelectedCheckboxTransactionIds: (selectedTab: ExpenseAutomationTransactionsTab, transactionIds: ID[]) => void;
     onUpdateStep: (step: ExpenseAutomationViewType) => void;
     onUpdateTab: (tab: ExpenseAutomationTransactionsTab) => void;
+    onUpdateTransactionCategorizationCompletedSubTab: (subTab: CompletedSubTab) => void;
     onUpdateTransactionCategorizationUIState: (selectedTab: ExpenseAutomationTransactionsTab, uiState: Partial<ExpenseAutomationTransactionsViewUIState>) => void;
     onUploadReceiptAttachment: (transaction: SupportedTransactionPayload) => void;
     onUploadReceiptComplete: (transactionPayload: SupportedTransactionPayload, selectedPeriod: MonthYearPeriod) => void;
@@ -138,6 +155,7 @@ export interface ExpenseAutomationPageProps extends MonthEndReportPageProps {
     /** Sync Redux `uploadedFileCount` when using direct HTTP bulk upload (no `onBulkUploadFiles`). */
     onBulkUploadUploadedFileCount?: (count: number) => void;
     onClearBulkUpload?: () => void;
+    onClearBulkUploadBatchDetailsForScopeChange?: () => void;
     /** Clears one-shot Redux flag after switching Missing Receipts sub-tab (e.g. Unmatched on batch complete). */
     onClearMissingReceiptsTabNavigation?: () => void;
     onConfirmBulkUploadMatch?: (batchId: ID, attachmentId: ID, transactionId: ID, transactionType: string, fileName: string) => void;

package/dist/components/expenseAutomation/components/EmptyTableSection.d.ts

@@ -6,6 +6,12 @@ interface EmptyTableSectionProps {
     subTitle: string;
     tab: ExpenseAutomationViewType;
     title: string;
+    /**
+     * When true, render the "no search results" illustration instead of the
+     * tab-specific all-done illustration. Used by the Transaction Categorization
+     * list when an active search/filter yields no matches.
+     */
+    useNoSearchResultIcon?: boolean;
 }
 export default function EmptyTableSection(props: EmptyTableSectionProps): import("react/jsx-runtime").JSX.Element;
 export {};

package/dist/components/expenseAutomation/components/ExpenseAutomationSubTabSwitcher.d.ts

@@ -0,0 +1,17 @@
+import { CSSProperties } from 'react';
+import { TabSwitcherOption } from '../../common/allNavBars/statusSwitcher/switcherTypes';
+export interface ExpenseAutomationSubTabSwitcherProps<TId extends string = string> {
+    activeSubTab: TId;
+    allTabs: TabSwitcherOption[];
+    containerStyle?: CSSProperties;
+    onSubTabChange: (id: TId) => void;
+}
+/**
+ * Generic sub-tab strip for any tab inside the Expense Automation surface.
+ *
+ * Wraps the shared {@link SubTabSwitcher} with the standard column chrome and
+ * padding used across Expense Automation so visual parity is automatic. The
+ * `id` type is generic so callers can plug in any union (e.g. `CompletedSubTab`)
+ * without casting at the call site.
+ */
+export declare function ExpenseAutomationSubTabSwitcher<TId extends string = string>({ activeSubTab, allTabs, onSubTabChange, containerStyle, }: ExpenseAutomationSubTabSwitcherProps<TId>): import("react/jsx-runtime").JSX.Element;

package/dist/components/expenseAutomation/components/NavBarWithHeader.d.ts

@@ -1,6 +1,8 @@
 import { ReactNode } from 'react';
-import { CompletionStatusType, ExpenseAutomationReconciliationViewTab, ExpenseAutomationTransactionsTab, ExpenseAutomationViewType, FetchState, ID, MissingReceiptsTab } from '@zeniai/client-epic-state';
+import { CompletionStatusType, ExpenseAutomationReconciliationViewTab, ExpenseAutomationTransactionsTab, ExpenseAutomationViewType, FetchState, ID, MissingReceiptsTab, TransactionFilterEntityType, TransactionFilters } from '@zeniai/client-epic-state';
 import { TabSwitcherOption } from '../../common/allNavBars/statusSwitcher/switcherTypes';
+import { AutoCompleteActions, AutoCompleteData } from '../../common/autoComplete/autoCompleteProps';
+import { ValuesDropdownOption } from '../../common/filters/genericFilterTypes';
 import { JEScheduleMainTab } from '../sections/jeSchedules/jeScheduleConfig';
 import { ExpenseAutomationNavbarHeaderData } from './navbarHeaderData';
 interface NavBarWithHeaderProps {
@@ -12,15 +14,30 @@ interface NavBarWithHeaderProps {
     isZeniUser: boolean;
     refreshStatus: FetchState;
     searchText: string;
+    selectedEntity: TransactionFilterEntityType;
     /** Renders below the tab strip (e.g. Missing Receipts bulk upload email + policy). */
     belowTabsSlot?: ReactNode;
     completionPercentage?: number;
     /** Raw progress (0–100) for color bands; falls back to `completionPercentage` when omitted. */
     completionProgressRaw?: number;
+    createdByUserListLoaded?: boolean;
     currentJeTab?: JEScheduleMainTab;
     currentMissingReceiptsTab?: MissingReceiptsTab;
     currentRecontab?: ExpenseAutomationReconciliationViewTab;
     currentTab?: ExpenseAutomationTransactionsTab;
+    filterComponent?: React.ComponentType<{
+        entity: TransactionFilterEntityType;
+        filters: TransactionFilters;
+        /** Memoized dropdown options keyed by category field. Update this when source data populates so dropdowns refresh. */
+        categoryWiseOptions?: Record<string, ValuesDropdownOption[]>;
+        createdByUserListLoaded?: boolean;
+        vendorSearchAutoCompleteActions?: AutoCompleteActions;
+        vendorSearchAutoCompleteData?: AutoCompleteData;
+        onFiltersChange: (filters: TransactionFilters) => void;
+    }>;
+    /** Memoized dropdown options keyed by category field. Update this when source data populates so dropdowns refresh. */
+    filterOptions?: Record<string, ValuesDropdownOption[]>;
+    filters?: TransactionFilters;
     hideTabSwitcher?: boolean;
     isAiCfoAccessEnabled?: boolean;
     isCompletionLoading?: boolean;
@@ -29,6 +46,8 @@ interface NavBarWithHeaderProps {
     selectedGenericTab?: ID;
     selectedReconAccountId?: ID;
     titleStyle?: React.CSSProperties;
+    vendorSearchAutoCompleteActions?: AutoCompleteActions;
+    vendorSearchAutoCompleteData?: AutoCompleteData;
     getTabCountAndFetchState: (currentTab: ExpenseAutomationTransactionsTab | ExpenseAutomationReconciliationViewTab | MissingReceiptsTab | JEScheduleMainTab) => {
         count: number;
         isFetching: boolean;
@@ -43,6 +62,7 @@ interface NavBarWithHeaderProps {
     onUpdateTab: (tab: ExpenseAutomationTransactionsTab) => void;
     onAskAiCfoClick?: () => void;
     onCommentDrawerClick?: () => void;
+    onFiltersChange?: (filters: TransactionFilters) => void;
     onGenericTabChange?: (tab: TabSwitcherOption) => void;
     onJeTabUpdate?: (tab: JEScheduleMainTab) => void;
     onMissingReceiptsTabUpdate?: (tab: MissingReceiptsTab) => void;

package/dist/components/expenseAutomation/components/TableSection.d.ts

@@ -1,5 +1,5 @@
 import { ReactNode } from 'react';
-import { AttachmentFilePayload, AuthParams, ExpenseAutomationViewSelector, ID, LoggedInUser, SaveExpenseAutomationReconciliationActionType } from '@zeniai/client-epic-state';
+import { AttachmentFilePayload, AuthParams, ExpenseAutomationViewSelector, ID, LoggedInUser, SaveExpenseAutomationReconciliationActionType, TransactionFilters } from '@zeniai/client-epic-state';
 import { AutoCompleteActions, AutoCompleteData } from '../../common/autoComplete/autoCompleteProps';
 import { FooterFormIdType } from '../common';
 import { AccountReconciliationParentPageActionProps } from '../sections/accountRecon/AccountReconciliationPage';
@@ -32,6 +32,7 @@ export interface MonthEndReportPageProps {
 interface TableSectionProps extends MissingReceiptsListTableActionProps, TransactionCategorizationActionProps, JESchedulePageProps, FluxAnalysisTableProps, AccountReconciliationParentPageActionProps, MonthEndReportPageProps {
     authParams: AuthParams;
     expenseAutomationViewSelector: ExpenseAutomationViewSelector;
+    filters: TransactionFilters;
     isAccountingClassesEnabled: boolean;
     isCOTEnabled: boolean;
     isProjectsTransactionsEnabled: boolean;

package/dist/components/expenseAutomation/components/filters/AmountFilterValueField.d.ts

@@ -0,0 +1,8 @@
+import { ValuesDropdownOption } from '../../../common/filters/genericFilterTypes';
+export interface AmountFilterValueFieldProps {
+    matchingOperator: string;
+    value: (string | number)[];
+    onChange: (options: ValuesDropdownOption[]) => void;
+}
+declare const AmountFilterValueField: ({ matchingOperator, value, onChange, }: AmountFilterValueFieldProps) => import("react/jsx-runtime").JSX.Element;
+export default AmountFilterValueField;

package/dist/components/expenseAutomation/components/filters/AmountMatchingOperatorDropdown.d.ts

@@ -0,0 +1,8 @@
+import { AmountMatchingOperatorOption } from './amountFilterConstants';
+interface AmountMatchingOperatorDropdownProps {
+    categoryIndex?: number;
+    value?: string;
+    onChange: (option: AmountMatchingOperatorOption, categoryIndex?: number) => void;
+}
+declare const AmountMatchingOperatorDropdown: ({ onChange, value, categoryIndex, }: AmountMatchingOperatorDropdownProps) => import("react/jsx-runtime").JSX.Element;
+export default AmountMatchingOperatorDropdown;

package/dist/components/expenseAutomation/components/filters/TransactionFiltersComponent.d.ts

@@ -0,0 +1,17 @@
+import { TransactionFilterEntityType, TransactionFilters } from '@zeniai/client-epic-state';
+import { AutoCompleteActions, AutoCompleteData } from '../../../common/autoComplete/autoCompleteProps';
+import { ValuesDropdownOption } from '../../../common/filters/genericFilterTypes';
+export interface TransactionFiltersProps {
+    entity: TransactionFilterEntityType;
+    filters: TransactionFilters;
+    /** Memoized dropdown options keyed by category field. Update this when the source data populates so the dropdowns refresh. */
+    categoryWiseOptions?: Record<string, ValuesDropdownOption[]>;
+    createdByUserListLoaded?: boolean;
+    disableFilters?: boolean;
+    transactionsLoaded?: boolean;
+    vendorSearchAutoCompleteActions?: AutoCompleteActions;
+    vendorSearchAutoCompleteData?: AutoCompleteData;
+    onFiltersChange: (filters: TransactionFilters) => void;
+}
+declare const TransactionFiltersComponent: ({ entity, filters, vendorSearchAutoCompleteData, vendorSearchAutoCompleteActions, disableFilters, transactionsLoaded, createdByUserListLoaded, onFiltersChange, categoryWiseOptions, }: TransactionFiltersProps) => import("react/jsx-runtime").JSX.Element;
+export default TransactionFiltersComponent;

package/dist/components/expenseAutomation/components/filters/amountFilterConstants.d.ts

@@ -0,0 +1,19 @@
+/**
+ * Amount filter: operator types and dropdown options for the
+ * transaction-categorization Amount filter. Used only by the TC filter UI;
+ * not consumed outside this folder.
+ */
+type AmountMatchingOperatorValue = "less_than" | "greater_than" | "equal" | "in_between";
+export interface AmountMatchingOperatorOption {
+    label: string;
+    value: AmountMatchingOperatorValue;
+}
+export declare const getAmountMatchingOperatorOptions: (labels: {
+    greaterThan: string;
+    inBetween: string;
+    isEqual: string;
+    lessThan: string;
+}) => AmountMatchingOperatorOption[];
+export declare const isAmountMatchingOperator: (value: string) => value is AmountMatchingOperatorValue;
+export declare const DEFAULT_AMOUNT_MATCHING_OPERATOR: AmountMatchingOperatorValue;
+export {};

package/dist/components/expenseAutomation/components/filters/transactionFiltersHelpers.d.ts

@@ -0,0 +1,24 @@
+import { MatchingOperatorDropdownOption, TransactionFilterCategoryDropdownOption, TransactionFilters } from '@zeniai/client-epic-state';
+import { ValuesDropdownOption } from '../../../common/filters/genericFilterTypes';
+export declare const getTransactionFilterCategories: () => TransactionFilterCategoryDropdownOption[];
+export declare const getTransactionFilterCategoryLabel: (key: string) => string;
+export declare const getUpdatedTransactionFiltersOnCategoryChange: ({ currentFilters, selectedOption, categoryIndex, }: {
+    currentFilters: TransactionFilters;
+    selectedOption: TransactionFilterCategoryDropdownOption;
+    categoryIndex?: number;
+}) => TransactionFilters;
+export declare const getUpdatedTransactionFiltersOnMatchingOperatorChange: ({ currentFilters, selectedOption, categoryIndex, }: {
+    currentFilters: TransactionFilters;
+    selectedOption: MatchingOperatorDropdownOption | {
+        label: string;
+        value: string;
+    };
+    categoryIndex?: number;
+}) => TransactionFilters;
+export declare const getUpdatedTransactionFiltersOnValueChange: ({ categoryIndex, currentFilters, selectedOptions, }: {
+    categoryIndex: number;
+    currentFilters: TransactionFilters;
+    selectedOptions: ValuesDropdownOption[];
+}) => TransactionFilters;
+export declare const getTransactionAppliedFiltersCount: (filters: TransactionFilters) => number;
+export declare const hasActiveSearchOrFilters: (searchString: string, filters: TransactionFilters) => boolean;

package/dist/components/expenseAutomation/components/navbarHeaderData.d.ts

@@ -1,6 +1,6 @@
 import { ExpenseAutomationReconciliationViewTab, ExpenseAutomationTransactionsTab, ExpenseAutomationViewType, ID, MissingReceiptsTab } from '@zeniai/client-epic-state';
 import { JEScheduleMainTab } from '../sections/jeSchedules/jeScheduleConfig';
-declare const toRightOptionType: (v: string) => "search" | "close" | "comment" | "refresh" | "commentDrawer" | "askAiCfo";
+declare const toRightOptionType: (v: string) => "search" | "close" | "filter" | "comment" | "refresh" | "commentDrawer" | "askAiCfo";
 type RightSection = ReturnType<typeof toRightOptionType>;
 declare const toLeftOptionType: (v: string) => "back";
 type LeftSection = ReturnType<typeof toLeftOptionType>;
@@ -35,7 +35,7 @@ export interface ExpenseAutomationNavbarHeaderData {
     title: string;
     subText?: string;
 }
-export declare const getNavBarHeaderData: (expenseAutomationViewType: ExpenseAutomationViewType, autoCategorizedTransactionNumber?: number, accountId?: ID, customTitle?: string, navBarSubText?: string, 
+export declare const getNavBarHeaderData: (expenseAutomationViewType: ExpenseAutomationViewType, autoCategorizedTransactionNumber?: number, accountId?: ID, customTitle?: string, navBarSubText?: string, currentTab?: ExpenseAutomationTransactionsTab, isSearchAndFilterEnabled?: boolean, 
 /** When `{ includeBulkUploadTabs: false }` (bulk upload / feature off), no sub-tabs — original subtitle only. */
 missingReceiptsOptions?: {
     includeBulkUploadTabs?: boolean;

package/dist/components/expenseAutomation/sections/missingReceipts/MissingReceiptsPage.d.ts

@@ -42,6 +42,12 @@ export interface MissingReceiptsPageProps {
     setMissingReceiptsTab: (tab: MissingReceiptsTab) => void;
     onBulkUploadFiles?: (files: File[]) => void;
     onBulkUploadSuccess?: (batchId: string) => void;
+    /**
+     * Wipes the bulk-upload details cache and `initialBatchDetailsLoaded` flag on tenant/period
+     * change. Distinct from a stale-while-revalidate refresh — the new scope's data is genuinely
+     * unknown, so the Unmatched skeleton is the correct UX.
+     */
+    onClearBulkUploadBatchDetailsForScopeChange?: () => void;
     onDeleteUnmatchedReceipt?: (attachmentId: ID) => void;
     onFetchBulkUploadBatches?: (input?: {
         cacheOverride?: boolean;

package/dist/components/expenseAutomation/sections/transactionCategorization/transactionCategorizationCompletedSubTabs.d.ts

@@ -0,0 +1,7 @@
+import { TabSwitcherOption } from '../../../common/allNavBars/statusSwitcher/switcherTypes';
+/**
+ * Sub-tabs rendered under the Transaction Categorization "Completed" tab.
+ * The `id` values match the `CompletedSubTab` union exposed by client-epic-state
+ * and are forwarded verbatim to the listing API as `sub_tab`.
+ */
+export declare const TRANSACTION_CATEGORIZATION_COMPLETED_SUB_TABS: TabSwitcherOption[];

package/dist/components/formElements/filterValuesDropdownField/FilterValuesDropdownField.d.ts

@@ -1,23 +1,14 @@
 import { default as React } from 'react';
-import { EntityAutoCompleteView, FilterCategoryType, ZeniDate, ZeniUrl } from '@zeniai/client-epic-state';
+import { EntityAutoCompleteView, FilterCategoryType, ZeniDate } from '@zeniai/client-epic-state';
 import { AutoCompleteActions, AutoCompleteData } from '../../common/autoComplete/autoCompleteProps';
-interface DropdownOptionTypeBase {
-    [key: string]: any;
-}
-export interface ValuesDropdownOption extends DropdownOptionTypeBase {
-    label: string;
-    value: string | ZeniDate;
-    email?: string;
-    iconColor?: string;
-    iconType?: string;
-    photo?: ZeniUrl;
-}
+import { ValuesCombinationOperator, ValuesDropdownOption } from '../../common/filters/genericFilterTypes';
+export type { ValuesDropdownOption };
 export interface FilterValuesDropdownFieldProps {
     filterCategoryType: FilterCategoryType;
     options: ValuesDropdownOption[];
     placeHolder: string;
-    value: (string | ZeniDate)[];
-    valuesCombinationOperator: string;
+    value: (string | number | ZeniDate)[];
+    valuesCombinationOperator: ValuesCombinationOperator;
     searchAutoCompleteActions?: AutoCompleteActions;
     searchAutoCompleteData?: AutoCompleteData;
     onChange: (value: ValuesDropdownOption[]) => void;

package/dist/components/spendManagement/autoTransferRules/AutoTransferRulePage.d.ts

@@ -17,6 +17,12 @@ export interface AutoTransferRulePageProps {
     depositAccountListView?: DepositAccountListSelectorView;
     downloadAccountDetailEndPoint?: string;
     editingRuleId?: string | null;
+    /**
+     * When `true`, suppresses the page-level NavBar. Use when embedding this
+     * page inside another page (e.g. as a sub-tab of cash management) that
+     * already owns the chrome.
+     */
+    hideNavBar?: boolean;
     isEditDrawerOpen?: boolean;
     scrollToAddRule?: boolean;
     zeniAccountsConfigDetail?: ZeniAccountsConfigSelectorView;
@@ -33,7 +39,7 @@ export interface AutoTransferRulePageProps {
     onUpdateRuleLocalData: (localData: AutoTransferRuleLocalData, ruleId?: string) => void;
     onEditClick?: (ruleId: string) => void;
 }
-declare const AutoTransferRulePage: ({ autoTransferRuleView, hasAdminLevelAccess, companyName, analytics, authParams, currentTenant, depositAccountListView, downloadAccountDetailEndPoint, transferLimit, zeniAccountsConfigDetail, onBackClick, onDeleteClick, onPauseClick, onResumeClick, onActivityClick, onUpdateRule, onCreateRule, onReviewClick, includeTreasuryOption, isEditDrawerOpen, editingRuleId, onUpdateRuleLocalData, onEditClick, clearRuleLocalData, onEditDrawerClose, scrollToAddRule, }: AutoTransferRulePageProps) => import("react/jsx-runtime").JSX.Element;
+declare const AutoTransferRulePage: ({ autoTransferRuleView, hasAdminLevelAccess, companyName, analytics, authParams, currentTenant, depositAccountListView, downloadAccountDetailEndPoint, transferLimit, zeniAccountsConfigDetail, onBackClick, onDeleteClick, onPauseClick, onResumeClick, onActivityClick, onUpdateRule, onCreateRule, onReviewClick, hideNavBar, includeTreasuryOption, isEditDrawerOpen, editingRuleId, onUpdateRuleLocalData, onEditClick, clearRuleLocalData, onEditDrawerClose, scrollToAddRule, }: AutoTransferRulePageProps) => import("react/jsx-runtime").JSX.Element;
 export default AutoTransferRulePage;
 export declare const getAccountLabel: (account?: FundingAccount | {
     accType: string;