@zeniai/client-epic-state 4.19.86-betaSS2 → 4.19.87-beta0ND

package/lib/entity/jeSchedules/jeSchedulesPayload.d.ts

@@ -13,39 +13,6 @@ export interface JEScheduleOtherAttributesPayload {
     asset_id?: string | null;
     starting_balance?: number | null;
 }
-export interface JEScheduleAISummaryFieldPayload {
-    confidence: number;
-    reasoning: string;
-    predicted_value?: number | string;
-}
-export interface JEScheduleAISummariesPayload {
-    credit_account?: JEScheduleAISummaryFieldPayload;
-    credit_accounting_class?: JEScheduleAISummaryFieldPayload;
-    debit_account?: JEScheduleAISummaryFieldPayload;
-    debit_accounting_class?: JEScheduleAISummaryFieldPayload;
-    period?: JEScheduleAISummaryFieldPayload;
-    posting_date?: JEScheduleAISummaryFieldPayload;
-}
-export interface JEScheduleRecommendationsPayload {
-    amortization_days?: number | null;
-    amortization_months_estimate?: number | null;
-    credit_account_confidence?: number;
-    credit_account_id?: string | null;
-    credit_accounting_class_id?: string | null;
-    credit_class_confidence?: number;
-    debit_account_confidence?: number;
-    debit_account_id?: string | null;
-    debit_accounting_class_id?: string | null;
-    debit_class_confidence?: number;
-    end_date?: string | null;
-    je_schedule_type?: string | null;
-    period?: number | null;
-    period_confidence?: number;
-    posting_date?: string | null;
-    similar_transactions?: unknown[];
-    start_date?: string | null;
-    starting_month?: string | null;
-}
 export interface JEScheduledTransactionPayload {
     balance: number | null;
     base_transaction: ScheduleTransactionPayload;
@@ -68,9 +35,7 @@ export interface JEScheduledTransactionPayload {
     status: StatusCodeWithLabelPayload;
     updated_by: UserPayload;
     vendor: VendorPayload;
-    ai_summaries?: JEScheduleAISummariesPayload;
     end_date?: string | null;
-    recommendations?: JEScheduleRecommendationsPayload;
     updated_at?: string | null;
 }
 export interface JEAccruedScheduledTransactionPayload extends Omit<JEScheduledTransactionPayload, 'base_transaction' | 'je_schedule_id' | 'je_schedule_type'> {

package/lib/entity/jeSchedules/jeSchedulesPayload.js

@@ -144,49 +144,6 @@ function toJEScheduleOtherAttributes(payload) {
         assetId: payload.asset_id ?? undefined,
     };
 }
-function toJEScheduleAIRecommendations(payload) {
-    if (payload == null) {
-        return undefined;
-    }
-    const result = {};
-    if (payload.debit_account != null) {
-        result.debitAccount = {
-            confidence: payload.debit_account.confidence,
-            reasoning: payload.debit_account.reasoning,
-        };
-    }
-    if (payload.credit_account != null) {
-        result.creditAccount = {
-            confidence: payload.credit_account.confidence,
-            reasoning: payload.credit_account.reasoning,
-        };
-    }
-    if (payload.debit_accounting_class != null) {
-        result.debitClass = {
-            confidence: payload.debit_accounting_class.confidence,
-            reasoning: payload.debit_accounting_class.reasoning,
-        };
-    }
-    if (payload.credit_accounting_class != null) {
-        result.creditClass = {
-            confidence: payload.credit_accounting_class.confidence,
-            reasoning: payload.credit_accounting_class.reasoning,
-        };
-    }
-    if (payload.period != null) {
-        result.period = {
-            confidence: payload.period.confidence,
-            reasoning: payload.period.reasoning,
-        };
-    }
-    if (payload.posting_date != null) {
-        result.postingDate = {
-            confidence: payload.posting_date.confidence,
-            reasoning: payload.posting_date.reasoning,
-        };
-    }
-    return Object.keys(result).length > 0 ? result : undefined;
-}
 function toJEScheduledTransaction(payload) {
     return {
         jeScheduleId: payload.je_schedule_id ?? undefined,
@@ -228,7 +185,6 @@ function toJEScheduledTransaction(payload) {
             ? toJEScheduleOtherAttributes(payload.other_attributes)
             : {},
         scheduledJournalEntry: [],
-        aiRecommendations: toJEScheduleAIRecommendations(payload.ai_summaries),
     };
 }
 function toJEAccruedScheduledTransaction(payload) {

package/lib/entity/jeSchedules/jeSchedulesSelector.d.ts

@@ -9,7 +9,7 @@ import { ScheduleTransaction } from '../transaction/stateTypes/scheduleTransacti
 import { TransactionID } from '../transaction/stateTypes/transaction';
 import { User } from '../user/userState';
 import { Vendor } from '../vendor/vendorState';
-import { JEScheduleAIRecommendations, JEScheduleOtherAttributes, ScheduleJournalStatusCode, ScheduleStatus } from './jeSchedulesState';
+import { JEScheduleOtherAttributes, ScheduleJournalStatusCode, ScheduleStatus } from './jeSchedulesState';
 import { JEScheduleKey, JEScheduleTransactionKey, JournalEntryErrorCodeType, ScheduleTypes } from './jeSchedulesTypes';
 export interface ScheduledJournalEntry {
     error: JournalEntryErrorCodeType[];
@@ -59,7 +59,6 @@ export interface JEScheduledTransaction {
     scheduledJournalEntry: ScheduledJournalEntry[];
     status: ScheduleStatus;
     vendor: Vendor;
-    aiRecommendations?: JEScheduleAIRecommendations;
     balanceAsOfToday?: Amount;
     dayOfPostingDate?: ScheduleDaysOfMonth;
     endDate?: ZeniDate;

package/lib/entity/jeSchedules/jeSchedulesSelector.js

@@ -77,7 +77,7 @@ exports.getJEAccruedScheduleByJEScheduleKey = getJEAccruedScheduleByJEScheduleKe
 const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTransactionKey, state) => {
     const { jeSchedulesState, vendorState, accountState, userState, classState, transactionState, } = state;
     const jeScheduleTransactionState = (0, get_1.default)(jeSchedulesState.schedulesByTransactionKey, jeScheduleTransactionKey);
-    const { period, updatedByUserID: updatedBy, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, baseTransaction, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, otherAttributes, jeScheduleType, aiRecommendations, } = jeScheduleTransactionState;
+    const { period, updatedByUserID: updatedBy, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, baseTransaction, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, otherAttributes, jeScheduleType, } = jeScheduleTransactionState;
     const vendorDetails = (0, vendorSelector_1.getVendorByVendorId)(vendorState, vendorId);
     if (vendorDetails == null) {
         throw new Error(`Vendor with ${vendorId} doesn't exist`);
@@ -134,7 +134,6 @@ const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTransacti
             account: accountDebit,
         },
         scheduledJournalEntry,
-        aiRecommendations,
     };
 };
 exports.getJEScheduledTransactionByJEScheduleTransactionKey = getJEScheduledTransactionByJEScheduleTransactionKey;

package/lib/entity/jeSchedules/jeSchedulesState.d.ts

@@ -13,18 +13,6 @@ export interface ScheduleJournalStatusCode {
     code: ScheduleJournalEntryStatusCodeType;
     label: string;
 }
-export interface JEScheduleFieldRecommendation {
-    confidence: number;
-    reasoning: string;
-}
-export interface JEScheduleAIRecommendations {
-    creditAccount?: JEScheduleFieldRecommendation;
-    creditClass?: JEScheduleFieldRecommendation;
-    debitAccount?: JEScheduleFieldRecommendation;
-    debitClass?: JEScheduleFieldRecommendation;
-    period?: JEScheduleFieldRecommendation;
-    postingDate?: JEScheduleFieldRecommendation;
-}
 export interface JEScheduleOtherAttributes {
     assetId?: string;
     startingBalance?: Amount;
@@ -69,7 +57,6 @@ export interface JEScheduledTransactionState {
     scheduledJournalEntry: ScheduledJournalEntryState[];
     status: ScheduleStatus;
     vendorId: ID;
-    aiRecommendations?: JEScheduleAIRecommendations;
     balanceAsOfToday?: number;
     dayOfPostingDate?: ScheduleDaysOfMonth;
     endDate?: ZeniDate;

package/lib/esm/entity/jeSchedules/jeSchedulesPayload.js

@@ -134,49 +134,6 @@ function toJEScheduleOtherAttributes(payload) {
         assetId: payload.asset_id ?? undefined,
     };
 }
-function toJEScheduleAIRecommendations(payload) {
-    if (payload == null) {
-        return undefined;
-    }
-    const result = {};
-    if (payload.debit_account != null) {
-        result.debitAccount = {
-            confidence: payload.debit_account.confidence,
-            reasoning: payload.debit_account.reasoning,
-        };
-    }
-    if (payload.credit_account != null) {
-        result.creditAccount = {
-            confidence: payload.credit_account.confidence,
-            reasoning: payload.credit_account.reasoning,
-        };
-    }
-    if (payload.debit_accounting_class != null) {
-        result.debitClass = {
-            confidence: payload.debit_accounting_class.confidence,
-            reasoning: payload.debit_accounting_class.reasoning,
-        };
-    }
-    if (payload.credit_accounting_class != null) {
-        result.creditClass = {
-            confidence: payload.credit_accounting_class.confidence,
-            reasoning: payload.credit_accounting_class.reasoning,
-        };
-    }
-    if (payload.period != null) {
-        result.period = {
-            confidence: payload.period.confidence,
-            reasoning: payload.period.reasoning,
-        };
-    }
-    if (payload.posting_date != null) {
-        result.postingDate = {
-            confidence: payload.posting_date.confidence,
-            reasoning: payload.posting_date.reasoning,
-        };
-    }
-    return Object.keys(result).length > 0 ? result : undefined;
-}
 export function toJEScheduledTransaction(payload) {
     return {
         jeScheduleId: payload.je_schedule_id ?? undefined,
@@ -218,7 +175,6 @@ export function toJEScheduledTransaction(payload) {
             ? toJEScheduleOtherAttributes(payload.other_attributes)
             : {},
         scheduledJournalEntry: [],
-        aiRecommendations: toJEScheduleAIRecommendations(payload.ai_summaries),
     };
 }
 export function toJEAccruedScheduledTransaction(payload) {

package/lib/esm/entity/jeSchedules/jeSchedulesSelector.js

@@ -70,7 +70,7 @@ export const getJEAccruedScheduleByJEScheduleKey = (JEScheduleKey, state) => {
 export const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTransactionKey, state) => {
     const { jeSchedulesState, vendorState, accountState, userState, classState, transactionState, } = state;
     const jeScheduleTransactionState = recordGet(jeSchedulesState.schedulesByTransactionKey, jeScheduleTransactionKey);
-    const { period, updatedByUserID: updatedBy, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, baseTransaction, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, otherAttributes, jeScheduleType, aiRecommendations, } = jeScheduleTransactionState;
+    const { period, updatedByUserID: updatedBy, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, baseTransaction, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, otherAttributes, jeScheduleType, } = jeScheduleTransactionState;
     const vendorDetails = getVendorByVendorId(vendorState, vendorId);
     if (vendorDetails == null) {
         throw new Error(`Vendor with ${vendorId} doesn't exist`);
@@ -127,6 +127,5 @@ export const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTr
             account: accountDebit,
         },
         scheduledJournalEntry,
-        aiRecommendations,
     };
 };

package/lib/esm/index.js

@@ -162,14 +162,13 @@ import { toExpenseAutomationViewType, } from './view/expenseAutomationView/expen
 import { isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardCreditType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, } from './view/expenseAutomationView/helpers/reconciliationHelpers';
 import { MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, } from './view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper';
 import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFluxAnalysisView, updateFluxAnalysisViewPageMetaData, updateFluxAnalysisViewUIState, updateOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview, } from './view/expenseAutomationView/reducers/fluxAnalysisViewReducer';
-import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryJeSchedule as retryExpenseAutomationJESchedule, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, updateJESchedulesUIState as updateExpenseAutomationJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
+import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryJeSchedule as retryExpenseAutomationJESchedule, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
 import { fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess, } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
 import { deleteAccountStatement, fetchReconciliation as fetchReconciliationView, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, updateAccountReconciliationLocalData as updateExpenseAutomationAccountReconciliationLocalData, updateSelectedAccountId as updateExpenseAutomationAccountReconciliationSelectedAccountId, updateSelectedTab as updateExpenseAutomationAccountReconciliationSelectedTab, updateReconListScrollPosition as updateExpenseAutomationReconListScrollPosition, updateReviewTabSortState as updateExpenseAutomationReconReviewTabListSortState, updateReviewTabLocalData as updateExpenseAutomationReconReviewTabLocalData, updateReconcileTabListScrollState as updateExpenseAutomationReconcileTabListScrollState, updateReconcileTabListSortState as updateExpenseAutomationReconcileTabListSortState, updateReconcileTabLocalData as updateExpenseAutomationReconcileTabLocalData, updateSelectedDrawerAccountId as updateExpenseAutomationSelectedDrawerAccountId, updateStatementUploadChosen, uploadAccountStatement, } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
 import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markTransactionAsNotMiscategorized, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
 import { getExpenseAutomationFluxAnalysisView } from './view/expenseAutomationView/selectors/fluxAnalysisViewSelector';
 import { getExpenseAutomationReconciliationView, isAccountReconReport, } from './view/expenseAutomationView/selectors/reconciliationViewSelector';
 import { getExpenseAutomationTransactionView } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
-import { toJEScheduleSortKey as toExpenseAutomationJEScheduleSortKey, } from './view/expenseAutomationView/types/jeSchedulesViewState';
 import { toMissingReceiptsSortKey as toExpenseAutomationMissingReceiptsSortKey, } from './view/expenseAutomationView/types/missingReceiptsViewState';
 import { toReconciliationTabsType, } from './view/expenseAutomationView/types/reconciliationViewState';
 import { toTransactionsTabKey as toExpenseAutomationTransactionsTabKey, toTransactionsSortKey, } from './view/expenseAutomationView/types/transactionsViewState';
@@ -217,7 +216,8 @@ import { changeZeniPersonRoles, deletePerson, fetchAllPeopleRequiredViews, fetch
 import { getPeople, getPeopleLocalData } from './view/people/peopleSelector';
 import { fetchProfitAndLoss, fetchProfitAndLossForTimeframe, resetProfitAndLossNodeCollapseState, updateProfitAndLossUIState, } from './view/profitAndLoss/profitAndLossReducer';
 import { getPandLReportFetchState, getProfitAndLossReport, } from './view/profitAndLoss/profitAndLossSelector';
-import { fetchProfitAndLossClassesView, resetProfitAndLossClassesNodeCollapseState, updateAccountViewMode as updateProfitAndLossAccountViewMode, updateClassesToFilterOut as updateProfitAndLossClassesToFilterOut, updateProfitAndLossClassesViewUIState, } from './view/profitAndLossClassesView/profitAndLossClassesViewReducer';
+import { fetchProfitAndLossClassesView, resetProfitAndLossClassesNodeCollapseState, updateAccountViewMode as updateProfitAndLossAccountViewMode, updateClassesToFilterOut as updateProfitAndLossClassesToFilterOut, updateClassViewLayout, updateProfitAndLossClassesViewUIState, } from './view/profitAndLossClassesView/profitAndLossClassesViewReducer';
+import { getProfitAndLossClassesHorizontalView } from './view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector';
 import { getProfitAndLossClassesView } from './view/profitAndLossClassesView/profitAndLossClassesViewSelector';
 import { isPandLReportViewCalculatedSectionID, isPandLReportViewSectionID, } from './view/profitAndLossClassesView/profitAndLossClassesViewSelectorTypes';
 import { fetchEntityRecommendationsByTransactionId, fetchRecommendationByEntityId, fetchRecommendationByEntityName, } from './view/recommendation/recommendationReducer';
@@ -416,7 +416,7 @@ export { newBalancesFilterClassesView };
 export { toCOABalanceTypeStrict, toCOABalanceType as toCOABlanaceType, isCalculatedBalanceType, };
 export { stringToUnion, stringToUnionStrict };
 export { fetchMonthEndCloseChecks, fetchMonthClosePerformanceTrend, getMonthEndCloseChecksViewByTenantId, ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY, };
-export { toExpenseAutomationJEScheduleSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, fetchExpenseAutomationMissingReceipts, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, getExpenseAutomationFluxAnalysisView, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, updateFluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, getExpenseAutomationReconciliationView, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, getAccountReconByAccountIdAndSelectedPeriod, toReconciliationTabsType, isAccountReconReport, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, toReconciliationAccountSource, deleteAccountStatement, uploadAccountStatement, updateStatementUploadChosen, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, };
+export { getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, fetchExpenseAutomationMissingReceipts, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, getExpenseAutomationFluxAnalysisView, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, updateFluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, getExpenseAutomationReconciliationView, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, getAccountReconByAccountIdAndSelectedPeriod, toReconciliationTabsType, isAccountReconReport, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, toReconciliationAccountSource, deleteAccountStatement, uploadAccountStatement, updateStatementUploadChosen, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, };
 export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateSelectedCheckboxTransactionIds, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, toTransactionsSortKey, };
 export { TOP_EX_TIME_PERIODS };
 export { toTimeframeTick, mapTimePeriodtoTimeframeTick, toTimePeriod, toAbsoluteDay, toMonthYearPeriodId, convertToPeriod, };
@@ -447,7 +447,7 @@ export { fetchDashboard, getDashboard, updateTreasuryVideoClosed, };
 export { updateDashboardLayout };
 export { getPandLWithForecast, } from './view/profitAndLoss/pAndLWithForecast/pAndLWithForecastSelector';
 export { fetchProfitAndLoss, resetProfitAndLossNodeCollapseState, updateProfitAndLossUIState, getProfitAndLossReport, getPandLReportFetchState, fetchProfitAndLossForTimeframe, };
-export { fetchProfitAndLossClassesView, updateProfitAndLossClassesToFilterOut, resetProfitAndLossClassesNodeCollapseState, updateProfitAndLossClassesViewUIState, updateProfitAndLossAccountViewMode, getProfitAndLossClassesView, isPandLReportViewCalculatedSectionID, isPandLReportViewSectionID, };
+export { fetchProfitAndLossClassesView, updateProfitAndLossClassesToFilterOut, resetProfitAndLossClassesNodeCollapseState, updateProfitAndLossClassesViewUIState, updateProfitAndLossAccountViewMode, updateClassViewLayout, getProfitAndLossClassesView, getProfitAndLossClassesHorizontalView, isPandLReportViewCalculatedSectionID, isPandLReportViewSectionID, };
 export { getAccountingProviderAttachment };
 export { fetchUserListByType, getUserList };
 export { fetchAllPeopleRequiredViews, fetchPeoplePage, fetchPeople, deletePerson, resendInvite, changeZeniPersonRoles, invitePeople, inviteZeniPeople, updatePeopleUIState, peopleSaveUpdates, resetUpdateErrorMessage, peopleSaveDataInLocalStore, peopleClearDataInLocalStore, getPeople, getPeopleLocalData, initializeEditPerson, };
@@ -572,7 +572,7 @@ export { updateChargeCardTransactionAttachments, attachmentFilePathToAttachment,
 export { TIME_SERIES_DURATIONS, convertToTimeSeriesSelectionRange, toTimeSeriesDuration, fetchAggregatedReport, aggregatedReportView, };
 export { fetchApAging, getApAgingReport, updateApAgingUIState, };
 export { fetchApAgingDetail, getApAgingDetailForVendor, updateApAgingDetailUIState, };
-export { clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchExpenseAutomationJESchedulesPage, ignoreExpenseAutomationJESchedule, initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryExpenseAutomationJESchedule, updateExpenseAutomationJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, };
+export { clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchExpenseAutomationJESchedulesPage, ignoreExpenseAutomationJESchedule, initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryExpenseAutomationJESchedule, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, };
 export { createNewSchedulesAccrued, deleteScheduleAccruedDetail, cancelScheduleAccruedJournalEntry, fetchScheduleAccruedDetails, fetchScheduleAccruedDetailsPage, resetJEAccruedLinkInLocalData, saveScheduleAccruedDetails, updateAmountsInScheduleAccruedDetail, updatedJEAccruedLinkWithRecommendedLocalData, updatedJELinkInLocalDataAccruedExpenses, fetchRecommendedTransactionRowIndex, clearSelectedJELinkRowIndex, updateLinkBillExpenseLocalData, updateScheduleAccruedDetailsLocalData, updateSelectedJEAccruedScheduleKey, resetSelectedJEAccruedScheduleKey, resetAccruedDetailNewScheduleState, };
 export { ALL_SCHEDULES_TYPES, getScheduleListReport, getAccruedScheduleListReport, fetchScheduleList, fetchAccruedScheduleList, fetchDownloadSchedules, fetchSchedulesAccount, updateScheduleListLocalData, getFetchStateForScheduleAccountList, toScheduleTypesType, toScheduleTypesTypeStrict, toScheduleListTabsFileTypeStrict, toScheduleSubTabType, updateScheduleListSubTab, updateScheduleListSearchText, updateScheduleListScrollState, updateScheduleListSortState, updateSelectedJEScheduleKey, fetchScheduleDetails, getScheduleDetailsView, getAccruedScheduleDetailsView, fetchScheduleDetailsPage, saveScheduleDetails, deleteScheduleDetail, createNewSchedules, updateScheduleDetailsLocalData, updateScheduleListDownloadState, updateAccruedJEScheduleAccruedByListKey, updatedSelectedJELinkRowIndex, getQBOUrlForLink, getThirdPartyIDFromQBOURL, updatedJELinkInLocalData, updateAmountsInScheduleDetail, resetJELinkInLocalData, updatedJELinkWithRecommendedLocalData, getFetchStateForScheduleListByType, getDefaultSelectedTimeframeForScheduleType, markAsCompleteScheduleDetail, resetMarkAsCompleteStatus, fetchVendorTabView, updateVendorTabViewTab, getVendorTabView, };
 export { toVendorFirstReviewViewColumnKeyType, getGlobalMerchantAutoCompleteResults, getVendorFirstReviewView, getVendorFirstReviewAttachmentView, fetchVendorFirstReviewView, fetchVendorFirstReviewAttachments, updateVendorFirstReviewViewScrollYOffset, resetVendorFirstReviewLocalData, updateVendorFirstReviewViewPageToken, clearRecentlySavedErroredVendorData, saveVendorFirstReviewView, updateVendorFirstReviewViewLocalData, updateVendorFirstReviewSortUiState, fetchGlobalMerchantAutoCompleteView, clearGlobalMerchantAutoCompleteResults, updateReviewVendorDetailLocalData, saveVendorDetailsView, getVendorDetailSelectorView, };

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

@@ -46,8 +46,6 @@ export const initialState = {
     uiState: {
         searchString: '',
         scrollPosition: { scrollTop: 0, scrollLeft: undefined },
-        sortKey: 'startMonth',
-        sortOrder: 'descending',
         totalCount: 0,
         limit: 10,
     },
@@ -375,26 +373,12 @@ const expenseAutomationJESchedulesView = createSlice({
         clearJeAccountSettingsLocalData(draft) {
             draft.accountSettings.localData = accountSettingsInitialState.localData;
         },
-        updateJESchedulesUIState(draft, action) {
-            if (action.payload.sortKey != null) {
-                draft.uiState.sortKey = action.payload.sortKey;
-            }
-            if (action.payload.sortOrder != null) {
-                draft.uiState.sortOrder = action.payload.sortOrder;
-            }
-            if (action.payload.searchString != null) {
-                draft.uiState.searchString = action.payload.searchString;
-            }
-            if (action.payload.scrollPosition != null) {
-                draft.uiState.scrollPosition = action.payload.scrollPosition;
-            }
-        },
         clearExpenseAutomationJESchedulesView(draft) {
             Object.assign(draft, initialState);
         },
     },
 });
-export const { clearExpenseAutomationJESchedulesView, clearJeAccountSettingsLocalData, clearJeScheduleLocalData, fetchAccountSettingsListForAccountTypes, fetchJeSchedules, fetchJeSchedulesFailure, fetchJeSchedulesPage, fetchJeSchedulesSuccess, fetchRecommendationForAccountSettings, ignoreRecommendedJeSchedule, ignoreRecommendedJeScheduleFailure, ignoreRecommendedJeScheduleSuccess, initializeAccountSettingsView, initializeJeScheduleLocalData, removeFailedJeScheduleTransactionKey, removeJeScheduleLocalDataById, removeJeScheduleTransactionKey, retryJeSchedule, retryJeScheduleFailure, retryJeScheduleSuccess, saveAccountSettings, saveAccountSettingsFailure, saveAccountSettingsLocalData, saveAccountSettingsSuccess, updateAccountSettingsListForAccountTypes, updateAccountSettingsListForAccountTypesFailure, updateJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, updateRecommendationForAccountSettings, updateRecommendationForAccountSettingsFailure, } = expenseAutomationJESchedulesView.actions;
+export const { clearExpenseAutomationJESchedulesView, clearJeAccountSettingsLocalData, clearJeScheduleLocalData, fetchAccountSettingsListForAccountTypes, fetchJeSchedules, fetchJeSchedulesFailure, fetchJeSchedulesPage, fetchJeSchedulesSuccess, fetchRecommendationForAccountSettings, ignoreRecommendedJeSchedule, ignoreRecommendedJeScheduleFailure, ignoreRecommendedJeScheduleSuccess, initializeAccountSettingsView, initializeJeScheduleLocalData, removeFailedJeScheduleTransactionKey, removeJeScheduleLocalDataById, removeJeScheduleTransactionKey, retryJeSchedule, retryJeScheduleFailure, retryJeScheduleSuccess, saveAccountSettings, saveAccountSettingsFailure, saveAccountSettingsLocalData, saveAccountSettingsSuccess, updateAccountSettingsListForAccountTypes, updateAccountSettingsListForAccountTypesFailure, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, updateRecommendationForAccountSettings, updateRecommendationForAccountSettingsFailure, } = expenseAutomationJESchedulesView.actions;
 export default expenseAutomationJESchedulesView.reducer;
 const doUpdateRecommendationForAccountSettings = (draft, payload) => {
     const { prepaidExpensesRecommendations, fixedAssetsRecommendations, accruedExpensesRecommendations, } = mapAccountTypeRecommendationPayloadToAccountRecommendationByType(payload);

package/lib/esm/view/expenseAutomationView/selectors/jeSchedulesViewSelector.js

@@ -1,5 +1,4 @@
 import omit from 'lodash/omit';
-import orderBy from 'lodash/orderBy';
 import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { getAccountIdsForTypes } from '../../../entity/account/accountSelector';
 import { getJEScheduledTransactionByJEScheduleTransactionKey, } from '../../../entity/jeSchedules/jeSchedulesSelector';
@@ -11,38 +10,6 @@ import { filterNestedAccountHierarchyById } from '../../scheduleView/scheduleDet
 import { getAccountLabelForScheduleType, getAccountsTypesForScheduleList, } from '../../scheduleView/scheduleListView/scheduleListHelper';
 import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
 import { getJEAccountSettingsView } from './jeAccountSettingsViewSelector';
-function getJEScheduleSortAccessor(sortKey) {
-    switch (sortKey) {
-        case 'vendor':
-            return (s) => s.vendor.name?.toLowerCase();
-        case 'category':
-            return (s) => s.jeDebit.account?.accountName?.toLowerCase();
-        case 'class':
-            return (s) => s.jeDebit.accountingClass?.className?.toLowerCase();
-        case 'scheduleCategory':
-            return (s) => s.jeScheduleType;
-        case 'startMonth':
-            return (s) => s.startDate?.valueOf();
-        case 'type':
-            return (s) => s.baseTransaction.typeOfTransaction;
-        case 'amortizationPeriod':
-            return (s) => s.period;
-        case 'jePostingDate':
-            return (s) => s.dayOfPostingDate;
-        case 'remainingMonths':
-            return (s) => s.period;
-        case 'runningBalance':
-            return (s) => s.balanceAsOfToday?.amount;
-        case 'totalAmount':
-            return (s) => s.baseTransaction.amount.amount;
-        default:
-            return (s) => s.startDate?.valueOf();
-    }
-}
-function sortJEScheduledTransactions(transactions, sortKey, sortOrder) {
-    const accessor = getJEScheduleSortAccessor(sortKey);
-    return orderBy(transactions, [accessor], [sortOrder === 'ascending' ? 'asc' : 'desc']);
-}
 export function getExpenseAutomationJESchedulesView(state) {
     const jeScheduledTransaction = [];
     const failedJeScheduledTransaction = [];
@@ -92,21 +59,13 @@ export function getExpenseAutomationJESchedulesView(state) {
         const jeScheduleDetails = getJEScheduledTransactionByJEScheduleTransactionKey(jeScheduleKey, state);
         failedJeScheduledTransaction.push(jeScheduleDetails);
     });
-    const { sortKey, sortOrder } = uiState;
-    const draftSchedules = sortJEScheduledTransactions(jeScheduledTransaction.filter((schedule) => schedule.status.code === 'draft'), sortKey, sortOrder);
-    const ongoingSchedules = sortJEScheduledTransactions(jeScheduledTransaction.filter((schedule) => schedule.status.code === 'ongoing'), sortKey, sortOrder);
-    const completedSchedules = sortJEScheduledTransactions(jeScheduledTransaction.filter((schedule) => schedule.status.code === 'completed' ||
-        schedule.status.code === 'marked_as_completed'), sortKey, sortOrder);
-    const unsortedResolveSchedules = [];
+    const draftSchedules = jeScheduledTransaction.filter((schedule) => schedule.status.code === 'draft');
+    const resolveSchedules = [];
     failedJeScheduledTransaction.forEach((schedule) => {
         schedule.scheduledJournalEntry.forEach((journalEntry) => {
-            unsortedResolveSchedules.push({
-                ...schedule,
-                scheduledJournalEntry: journalEntry,
-            });
+            resolveSchedules.push({ ...schedule, scheduledJournalEntry: journalEntry });
         });
     });
-    const resolveSchedules = sortJEScheduledTransactions(unsortedResolveSchedules, sortKey, sortOrder);
     const allSteps = monthYearPeriodId != null
         ? getAllSteps(monthEndCloseChecksState, monthYearPeriodId, currentTenant.tenantId)
         : [];
@@ -120,9 +79,7 @@ export function getExpenseAutomationJESchedulesView(state) {
         allAccountList: filteredAccounts,
         accountListNestedAccountHierarchy,
         allClassList: allClasses,
-        completedSchedules,
         draftSchedules,
-        ongoingSchedules,
         resolveSchedules: resolveSchedules,
         accountSettingsView,
         postStatusById: postStatusById,

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

@@ -1,15 +1 @@
-import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
-const JE_SCHEDULE_SORT_KEYS = [
-    'vendor',
-    'category',
-    'class',
-    'scheduleCategory',
-    'startMonth',
-    'type',
-    'amortizationPeriod',
-    'jePostingDate',
-    'remainingMonths',
-    'runningBalance',
-    'totalAmount',
-];
-export const toJEScheduleSortKey = (v) => stringToUnion(v, JE_SCHEDULE_SORT_KEYS);
+export {};

package/lib/esm/view/financeStatement/financeStatementSelector.js

@@ -8,6 +8,7 @@ import { extractThisPeriod } from '../../commonStateTypes/viewAndReport/thisPeri
 import { getBalanceSheet } from '../balanceSheet/balanceSheetSelector';
 import { getCashFlow } from '../cashFlow/cashFlowSelector';
 import { getProfitAndLossReport, } from '../profitAndLoss/profitAndLossSelector';
+import { getProfitAndLossClassesHorizontalView } from '../profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector';
 import { getProfitAndLossClassesView } from '../profitAndLossClassesView/profitAndLossClassesViewSelector';
 function getDateRangeForFinanceReports(profitAndLossState, balanceSheetState, cashFlowState) {
     const datesSorted = [
@@ -60,6 +61,9 @@ export const getFinanceStatement = createSelector((state) => state.accountState,
     const profitAndLossReport = getProfitAndLossReport(filter, undefined, accountState, accountGroupState, sectionAccountsViewState, profitAndLossState, forecastState);
     const classFilter = newBalancesFilterClassesView(filter.firstMonthOfFY, filter.timeframe, filter.balancesRange.numberOfPeriods, filter.balancesRange.thisPeriod, filter.balancesRange.orderBy, filter.additionalBalances, profitAndLossClassesViewState.uiState.classesToFilterOut);
     const profitAndLossByClassReport = getProfitAndLossClassesView(classFilter, accountState, classState, sectionsState, profitAndLossClassesViewState);
+    const profitAndLossByClassHorizontalReport = profitAndLossClassesViewState.uiState.classViewLayout === 'horizontal'
+        ? getProfitAndLossClassesHorizontalView(classFilter, accountState, classState, sectionsState, profitAndLossClassesViewState, thisPeriod)
+        : getProfitAndLossClassesHorizontalView(classFilter, accountState, classState, sectionsState, profitAndLossClassesViewState, undefined);
     const balanceSheetReport = getBalanceSheet(filter, accountState, accountGroupState, sectionAccountsViewState, balanceSheetState);
     const cashFlowReport = getCashFlow(filter, accountState, accountGroupState, sectionAccountsViewState, cashFlowState);
     const allReports = [
@@ -107,6 +111,7 @@ export const getFinanceStatement = createSelector((state) => state.accountState,
         dataAvailable,
         profitAndLossReport,
         profitAndLossByClassReport,
+        profitAndLossByClassHorizontalReport,
         balanceSheetReport,
         cashFlowReport,
         filter,