@zeniai/client-epic-state 4.19.87-betaVR2 → 4.19.88-beta0ND
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/lib/entity/depositAccount/depositAccount.js +8 -1
- package/lib/epic.d.ts +4 -4
- package/lib/epic.js +4 -4
- package/lib/esm/entity/depositAccount/depositAccount.js +8 -1
- package/lib/esm/epic.js +4 -4
- package/lib/esm/index.js +4 -3
- package/lib/esm/view/expenseAutomationView/epics/missingReceipts/fetchMoreBatchDetailsEpic.js +1 -2
- package/lib/esm/view/expenseAutomationView/epics/missingReceipts/fetchMultipleBatchDetailsEpic.js +1 -2
- package/lib/esm/view/expenseAutomationView/epics/missingReceipts/searchTransactionsForManualMatchEpic.js +2 -3
- package/lib/esm/view/expenseAutomationView/epics/missingReceipts/watchBulkUploadBatchStatusEpic.js +1 -4
- package/lib/esm/view/expenseAutomationView/reducers/missingReceiptsViewReducer.js +11 -4
- package/lib/esm/view/expenseAutomationView/reducers/transactionsViewReducer.js +4 -1
- package/lib/esm/view/expenseAutomationView/selectors/missingReceiptsSelector.js +5 -7
- package/lib/esm/view/expenseAutomationView/types/missingReceiptsViewState.js +6 -1
- package/lib/esm/view/financeStatement/financeStatementSelector.js +5 -0
- package/lib/esm/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector.js +282 -0
- package/lib/esm/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelectorTypes.js +1 -0
- package/lib/esm/view/profitAndLossClassesView/profitAndLossClassesViewReducer.js +5 -1
- package/lib/index.d.ts +8 -6
- package/lib/index.js +43 -40
- package/lib/tsconfig.typecheck.tsbuildinfo +1 -0
- package/lib/view/expenseAutomationView/epics/missingReceipts/fetchMoreBatchDetailsEpic.js +1 -2
- package/lib/view/expenseAutomationView/epics/missingReceipts/fetchMultipleBatchDetailsEpic.js +1 -2
- package/lib/view/expenseAutomationView/epics/missingReceipts/searchTransactionsForManualMatchEpic.js +1 -2
- package/lib/view/expenseAutomationView/epics/missingReceipts/watchBulkUploadBatchStatusEpic.js +1 -4
- package/lib/view/expenseAutomationView/payload/missingReceiptsPayload.d.ts +1 -1
- package/lib/view/expenseAutomationView/reducers/missingReceiptsViewReducer.d.ts +1 -1
- package/lib/view/expenseAutomationView/reducers/missingReceiptsViewReducer.js +11 -4
- package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.js +4 -1
- package/lib/view/expenseAutomationView/selectorTypes/missingReceiptsSelectorTypes.d.ts +1 -1
- package/lib/view/expenseAutomationView/selectors/missingReceiptsSelector.js +5 -7
- package/lib/view/expenseAutomationView/types/missingReceiptsViewState.js +6 -1
- package/lib/view/financeStatement/financeStatementSelector.d.ts +2 -0
- package/lib/view/financeStatement/financeStatementSelector.js +5 -0
- package/lib/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector.d.ts +13 -0
- package/lib/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector.js +286 -0
- package/lib/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelectorTypes.d.ts +57 -0
- package/lib/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelectorTypes.js +2 -0
- package/lib/view/profitAndLossClassesView/profitAndLossClassesViewReducer.d.ts +4 -2
- package/lib/view/profitAndLossClassesView/profitAndLossClassesViewReducer.js +6 -2
- package/lib/view/profitAndLossClassesView/profitAndLossClassesViewState.d.ts +2 -0
- package/package.json +2 -2
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@@ -31,8 +31,7 @@ const fetchMoreBatchDetailsEpic = (actions$, state$, zeniAPI) => actions$.pipe((
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}
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const nextPage = unfetchedBatchIds.slice(0, MORE_BATCH_PAGE_SIZE);
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return (0, rxjs_1.concat)((0, fetchMultipleBatchDetailsEpic_1.fetchBatchDetailsByIds)(nextPage, zeniAPI), (0, rxjs_1.of)((0, missingReceiptsViewReducer_1.fetchMoreBatchDetailsComplete)())).pipe((0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, missingReceiptsViewReducer_1.fetchMoreBatchDetailsFailure)({
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error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Fetch more batch details errored out: ' +
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JSON.stringify(error)),
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error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Fetch more batch details errored out: ' + JSON.stringify(error)),
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}))));
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}));
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exports.fetchMoreBatchDetailsEpic = fetchMoreBatchDetailsEpic;
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package/lib/view/expenseAutomationView/epics/missingReceipts/fetchMultipleBatchDetailsEpic.js
CHANGED
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@@ -29,8 +29,7 @@ function fetchBatchDetailsByIds(batchIds, zeniAPI) {
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actions.push((0, missingReceiptsViewReducer_1.storeBatchDetails)((0, missingReceiptsPayload_1.toBatchDetails)(response.data, zeniAPI.apiEndPoints.fileMicroServiceBaseUrl)));
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return (0, rxjs_1.from)(actions);
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}), (0, operators_1.catchError)((error) => {
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-
console.error(`Failed to fetch batch details for ${batchId}:`, (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Fetch batch details errored out: ' +
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JSON.stringify(error)));
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console.error(`Failed to fetch batch details for ${batchId}:`, (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Fetch batch details errored out: ' + JSON.stringify(error)));
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return (0, rxjs_1.of)((0, missingReceiptsViewReducer_1.batchDetailFetchFailed)({ batchId }));
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})), 5));
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}
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package/lib/view/expenseAutomationView/epics/missingReceipts/searchTransactionsForManualMatchEpic.js
CHANGED
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@@ -28,8 +28,7 @@ const searchTransactionsForManualMatchEpic = (actions$, state$, zeniAPI) => {
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action.payload.query.trim().length >= 2), (0, operators_1.debounceTime)(300));
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return (0, rxjs_1.merge)(pagination$, newSearchTooShortOrClear$, newSearchDebounced$).pipe((0, operators_1.switchMap)((action) => {
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const { query, pageToken } = action.payload;
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if (pageToken == null &&
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query.trim().length < 2) {
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if (pageToken == null && query.trim().length < 2) {
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return rxjs_1.EMPTY;
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}
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const state = state$.value;
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package/lib/view/expenseAutomationView/epics/missingReceipts/watchBulkUploadBatchStatusEpic.js
CHANGED
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@@ -33,12 +33,9 @@ const bulkUploadAutomatchingTimeoutEpic = (actions$, state$) => actions$.pipe((0
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const { batchId } = action.payload;
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return (0, rxjs_1.timer)(bulkUploadTiming_1.BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS).pipe((0, operators_1.mergeMap)(() => {
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const bulk = state$.value.expenseAutomationMissingReceiptsViewState.bulkUpload;
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if (bulk.phase !== 'matching' ||
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bulk.currentBatchId !== batchId) {
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if (bulk.phase !== 'matching' || bulk.currentBatchId !== batchId) {
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return rxjs_1.EMPTY;
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}
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// eslint-disable-next-line no-console
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console.warn('[bulk-upload] Automatching wait exceeded timeout; releasing UI', { batchId });
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return (0, rxjs_1.from)([
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(0, missingReceiptsViewReducer_1.bulkUploadAutomatchingTimedOut)(batchId),
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(0, missingReceiptsViewReducer_1.fetchBulkUploadBatches)({ cacheOverride: true }),
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@@ -1,8 +1,8 @@
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import { URLPayload } from '../../../commonPayloadTypes/urlPayload';
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import type { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
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import { TransactionPayload } from '../../../entity/transaction/payloadTypes/transactionPayload';
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import { SupportedTransactionPayload } from '../../../entity/transaction/transactionState';
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import { ZeniAPIResponse } from '../../../responsePayload';
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import type { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
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import { type BatchDetails, type BatchFile, type BatchFileStatus, type BatchListItem, type BatchStatus, type BatchSummary, type ManualSearchResult } from '../types/missingReceiptsViewState';
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export interface MissingReceiptsQueryPayload {
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end_date: string;
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@@ -2,11 +2,11 @@ import { Amount } from '../../../commonStateTypes/amount';
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import { FetchStateAndError, ID, UpdateType } from '../../../commonStateTypes/common';
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import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
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import { MonthYearPeriod, TimePeriod } from '../../../commonStateTypes/timePeriod';
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import type { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
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import { TransactionPayload } from '../../../entity/transaction/payloadTypes/transactionPayload';
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import { SupportedTransactionPayload } from '../../../entity/transaction/transactionState';
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import { ZeniAPIStatus } from '../../../responsePayload';
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import { type BatchDetails, type BatchListItem, type BatchStatus, type BulkUploadResultsTab, type BulkUploadSortKey, type BulkUploadState, type CompletedSubTab, type ManualSearchResult, type MissingReceiptsViewState, type MissingReceiptsViewUIState } from '../types/missingReceiptsViewState';
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import type { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
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export declare const getCompletedTransactionsCacheKey: (periodId: MonthYearPeriodId, sortKey: BulkUploadSortKey, sortOrder: SortOrder, subTab: CompletedSubTab) => string;
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export declare const initialBulkUploadState: BulkUploadState;
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export declare const initialState: MissingReceiptsViewState;
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@@ -328,8 +328,7 @@ const expenseAutomationMissingReceiptsView = (0, toolkit_1.createSlice)({
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* dismiss the Unmatched skeleton.
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*/
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const currentId = draft.bulkUpload.currentBatchId;
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if (draft.bulkUpload.phase === 'matching' &&
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currentId != null) {
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if (draft.bulkUpload.phase === 'matching' && currentId != null) {
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const existing = draft.bulkUpload.batchDetailsById[currentId];
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if (existing?.status === 'completed') {
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draft.bulkUpload.phase = 'completed';
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@@ -350,7 +349,15 @@ const expenseAutomationMissingReceiptsView = (0, toolkit_1.createSlice)({
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};
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},
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prepare(batchId, attachmentId, transactionId, transactionType, fileName) {
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return {
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return {
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payload: {
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batchId,
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attachmentId,
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transactionId,
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transactionType,
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fileName,
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},
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};
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},
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},
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confirmBulkUploadMatchSuccess(draft, action) {
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@@ -497,7 +504,7 @@ const expenseAutomationMissingReceiptsView = (0, toolkit_1.createSlice)({
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},
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},
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fetchCompletedTransactionsSuccess(draft, action) {
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const { transactionIds, nextPageToken, totalCount, selectedPeriod, isInitialLoad } = action.payload;
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const { transactionIds, nextPageToken, totalCount, selectedPeriod, isInitialLoad, } = action.payload;
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const periodId = (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod);
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const cacheKey = (0, exports.getCompletedTransactionsCacheKey)(periodId, draft.bulkUpload.sortKey, draft.bulkUpload.sortOrder, draft.bulkUpload.completedSubTab);
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if (isInitialLoad) {
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@@ -719,7 +719,10 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
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uploadTransactionCategorizationReceiptSuccess: {
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reducer(draft, action) {
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const { transactionPayload, selectedTab } = action.payload;
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draft.transactionCategorizationView[selectedTab].uploadReceiptStatusById[transactionPayload.transaction_id] = {
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draft.transactionCategorizationView[selectedTab].uploadReceiptStatusById[transactionPayload.transaction_id] = {
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fetchState: 'Completed',
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error: undefined,
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};
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},
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prepare(selectedTab, transactionPayload, updateType = 'merge') {
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return { payload: { selectedTab, transactionPayload, updateType } };
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import { CompletionStatusType, FetchStateAndError, ID } from '../../../commonStateTypes/common';
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import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
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import { SelectorView } from '../../../commonStateTypes/viewAndReport/viewAndReport';
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import { SupportedTransaction } from '../../../entity/transaction/transactionState';
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import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
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import type { BatchFileStatus, BatchListItem, BatchStatus, BulkUploadPhase, BulkUploadResultsTab, BulkUploadSortKey, CompletedSubTab, ManualSearchState, MatchSource, MissingReceiptsViewUIState } from '../types/missingReceiptsViewState';
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export interface CompletedTransactionsSelectorData {
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fetchState: FetchStateAndError;
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const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
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const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
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const transactionSelector_1 = require("../../../entity/transaction/transactionSelector");
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const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
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const missingReceiptsPayload_1 = require("../payload/missingReceiptsPayload");
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const missingReceiptsViewReducer_1 = require("../reducers/missingReceiptsViewReducer");
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const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
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const missingReceiptsViewState_1 = require("../types/missingReceiptsViewState");
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function getExpenseAutomationMissingReceiptsView(state) {
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const { expenseAutomationMissingReceiptsViewState, expenseAutomationViewState, transactionState, monthEndCloseChecksState, } = state;
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const completionStatus = missingReceiptsCompletionStatus != null
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? missingReceiptsCompletionStatus
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: 'incomplete';
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const { bulkUpload, pendingMissingReceiptsTabNavigation
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const { bulkUpload, pendingMissingReceiptsTabNavigation } = expenseAutomationMissingReceiptsViewState;
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const currentBatchStatus = bulkUpload.currentBatchId != null
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? bulkUpload.batchStatusById[bulkUpload.currentBatchId]
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: undefined;
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const batchList = monthYearPeriodId != null
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? bulkUpload.batchListByPeriod[monthYearPeriodId] ?? []
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? (bulkUpload.batchListByPeriod[monthYearPeriodId] ?? [])
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: [];
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/**
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* Primary "Unmatched" batch = first completed batch in platform list order, preferring the
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switch (bulkUpload.sortKey) {
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case 'vendor':
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return (matchedTransaction.vendorName ?? matchedTransaction.description)?.toLowerCase() ?? null;
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return ((matchedTransaction.vendorName ?? matchedTransaction.description)?.toLowerCase() ?? null);
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case 'category': {
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const line = matchedTransaction.lines?.[0];
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return line?.account?.accountName?.toLowerCase() ?? null;
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filePreviewUrl: file.filePreviewUrl,
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status: file.status,
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matchedTransaction,
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candidates: candidates != null && candidates.length > 0
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? candidates
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: undefined,
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candidates: candidates != null && candidates.length > 0 ? candidates : undefined,
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matchSource: file.matchSource,
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};
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}
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function isUnmatchedTabFileStatus(status) {
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return UNMATCHED_TAB_FILE_STATUSES.includes(status);
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}
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const BULK_UPLOAD_PHASES = [
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const BULK_UPLOAD_PHASES = [
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'idle',
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'uploading',
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'matching',
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'completed',
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];
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const toBulkUploadPhase = (v) => (0, stringToUnion_1.stringToUnion)(v.trim().toLowerCase(), BULK_UPLOAD_PHASES);
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exports.toBulkUploadPhase = toBulkUploadPhase;
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const BULK_UPLOAD_RESULTS_TABS = ['completed', 'unmatched'];
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import { BalanceSheetReport } from '../balanceSheet/balanceSheetSelectorTypes';
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import { CashFlowReport } from '../cashFlow/cashFlowSelectorTypes';
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import { ProfitAndLossReport } from '../profitAndLoss/profitAndLossSelector';
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import { ProfitAndLossByClassHorizontalReport } from '../profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelectorTypes';
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import { ProfitAndLossClassesViewReport } from '../profitAndLossClassesView/profitAndLossClassesViewSelectorTypes';
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export interface FinanceStatementReport extends SelectorReport {
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allTimeframeTicks: TimeframeTickWithMetaData[];
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downloadState: FetchState;
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filter: COABalancesFilter;
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isCompareModeOn: boolean;
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profitAndLossByClassHorizontalReport: ProfitAndLossByClassHorizontalReport;
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profitAndLossByClassReport: ProfitAndLossClassesViewReport;
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profitAndLossReport: ProfitAndLossReport;
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reportFormat: ReportFormat;
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const balanceSheetSelector_1 = require("../balanceSheet/balanceSheetSelector");
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const cashFlowSelector_1 = require("../cashFlow/cashFlowSelector");
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const profitAndLossSelector_1 = require("../profitAndLoss/profitAndLossSelector");
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const profitAndLossClassesByClassHorizontalSelector_1 = require("../profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector");
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const profitAndLossClassesViewSelector_1 = require("../profitAndLossClassesView/profitAndLossClassesViewSelector");
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function getDateRangeForFinanceReports(profitAndLossState, balanceSheetState, cashFlowState) {
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const datesSorted = [
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@@ -63,6 +64,9 @@ exports.getFinanceStatement = (0, toolkit_1.createSelector)((state) => state.acc
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const profitAndLossReport = (0, profitAndLossSelector_1.getProfitAndLossReport)(filter, undefined, accountState, accountGroupState, sectionAccountsViewState, profitAndLossState, forecastState);
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const classFilter = (0, coaBalancesFilterClassesView_1.newBalancesFilterClassesView)(filter.firstMonthOfFY, filter.timeframe, filter.balancesRange.numberOfPeriods, filter.balancesRange.thisPeriod, filter.balancesRange.orderBy, filter.additionalBalances, profitAndLossClassesViewState.uiState.classesToFilterOut);
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const profitAndLossByClassReport = (0, profitAndLossClassesViewSelector_1.getProfitAndLossClassesView)(classFilter, accountState, classState, sectionsState, profitAndLossClassesViewState);
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const profitAndLossByClassHorizontalReport = profitAndLossClassesViewState.uiState.classViewLayout === 'horizontal'
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? (0, profitAndLossClassesByClassHorizontalSelector_1.getProfitAndLossClassesHorizontalView)(classFilter, accountState, classState, sectionsState, profitAndLossClassesViewState, thisPeriod)
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: (0, profitAndLossClassesByClassHorizontalSelector_1.getProfitAndLossClassesHorizontalView)(classFilter, accountState, classState, sectionsState, profitAndLossClassesViewState, undefined);
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const balanceSheetReport = (0, balanceSheetSelector_1.getBalanceSheet)(filter, accountState, accountGroupState, sectionAccountsViewState, balanceSheetState);
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const cashFlowReport = (0, cashFlowSelector_1.getCashFlow)(filter, accountState, accountGroupState, sectionAccountsViewState, cashFlowState);
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const allReports = [
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@@ -110,6 +114,7 @@ exports.getFinanceStatement = (0, toolkit_1.createSelector)((state) => state.acc
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dataAvailable,
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profitAndLossReport,
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profitAndLossByClassReport,
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profitAndLossByClassHorizontalReport,
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balanceSheetReport,
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cashFlowReport,
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filter,
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@@ -0,0 +1,13 @@
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1
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import { COABalancesFilterClassesView } from '../../commonStateTypes/coaBalance/coaBalancesFilterClassesView';
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2
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import { AccountState } from '../../entity/account/accountState';
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import { ClassState } from '../../entity/class/classState';
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import { SectionClassesViewStateV2 } from '../../entity/sectionClassesViewV2/sectionClassesViewState';
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import { ZeniDate } from '../../zeniDayJS';
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import { ProfitAndLossByClassHorizontalReport } from './profitAndLossClassesByClassHorizontalSelectorTypes';
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import { PandLReportViewCalculatedSectionID, PandLReportViewSectionID } from './profitAndLossClassesViewSelectorTypes';
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import { ProfitAndLossClassesViewState } from './profitAndLossClassesViewState';
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export declare const profitAndLossHorizontalIdsInOrder: (PandLReportViewSectionID | PandLReportViewCalculatedSectionID)[];
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export declare const getProfitAndLossClassesHorizontalView: (filter: COABalancesFilterClassesView, accountState: AccountState, classState: ClassState, sectionsState: SectionClassesViewStateV2, profitAndLossClassesViewState: ProfitAndLossClassesViewState, selectedPeriod: {
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endDate: ZeniDate;
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startDate: ZeniDate;
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} | undefined) => ProfitAndLossByClassHorizontalReport;
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@@ -0,0 +1,286 @@
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1
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"use strict";
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Object.defineProperty(exports, "__esModule", { value: true });
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exports.getProfitAndLossClassesHorizontalView = exports.profitAndLossHorizontalIdsInOrder = void 0;
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const amount_1 = require("../../commonStateTypes/amount");
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const sectionClassesViewSelector_1 = require("../../entity/sectionClassesViewV2/sectionClassesViewSelector");
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const profitAndLossClassesViewSelectorTypes_1 = require("./profitAndLossClassesViewSelectorTypes");
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const DEFAULT_CURRENCY = { currencyCode: 'USD', currencySymbol: '$' };
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exports.profitAndLossHorizontalIdsInOrder = [
|
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9
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+
'income',
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'cogs',
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'grossProfit',
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'expenses',
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'earningsBeforeInterestAndTax',
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+
'otherIncome',
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'otherExpenses',
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'netOtherIncome',
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'netIncome',
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];
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const SECTION_TITLES = {
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income: 'Income',
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+
cogs: 'Cost of Goods Sold',
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+
grossProfit: 'Gross Profit',
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expenses: 'Expenses',
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earningsBeforeInterestAndTax: 'Net Operating Income',
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otherIncome: 'Other Income',
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otherExpenses: 'Other Expenses',
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netOtherIncome: 'Net Other Income',
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netIncome: 'Net Income',
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};
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+
const getProfitAndLossClassesHorizontalView = (filter, accountState, classState, sectionsState, profitAndLossClassesViewState, selectedPeriod) => {
|
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+
const fetchState = reduceFetchState([
|
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profitAndLossClassesViewState.fetchState.month,
|
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+
profitAndLossClassesViewState.fetchState.quarter,
|
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|
+
profitAndLossClassesViewState.fetchState.year,
|
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|
+
]);
|
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|
+
const reportId = 'profit_and_loss_by_classes';
|
|
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|
+
// Build class columns from the class hierarchy (top-level only)
|
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|
+
const classColumns = buildClassColumns(profitAndLossClassesViewState.classHierarchy, profitAndLossClassesViewState.uiState.classesToFilterOut);
|
|
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|
+
const sections = {};
|
|
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|
+
const calculatedSections = {};
|
|
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|
+
if (fetchState.fetchState === 'Completed' && selectedPeriod != null) {
|
|
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|
+
// Get section reports using existing selector infrastructure
|
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|
+
const sectionReports = {};
|
|
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|
+
profitAndLossClassesViewSelectorTypes_1.ALL_PANDL_REPORT_VIEW_SECTION_IDS.forEach((sectionId) => {
|
|
45
|
+
sectionReports[sectionId] = (0, sectionClassesViewSelector_1.getSectionClassesViewReport)(accountState, classState, sectionsState, { reportId, sectionId }, filter);
|
|
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|
+
});
|
|
47
|
+
// Pivot each section from class→account to account→class
|
|
48
|
+
const sectionIds = [
|
|
49
|
+
'income',
|
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50
|
+
'cogs',
|
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51
|
+
'expenses',
|
|
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|
+
'otherIncome',
|
|
53
|
+
'otherExpenses',
|
|
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|
+
];
|
|
55
|
+
sectionIds.forEach((sectionId) => {
|
|
56
|
+
const sectionReport = sectionReports[sectionId];
|
|
57
|
+
if (sectionReport != null) {
|
|
58
|
+
sections[sectionId] = pivotSectionToHorizontal(sectionReport, classColumns, selectedPeriod, SECTION_TITLES[sectionId] ?? sectionId);
|
|
59
|
+
}
|
|
60
|
+
});
|
|
61
|
+
// Calculate derived sections
|
|
62
|
+
const incomeSection = sections['income'];
|
|
63
|
+
const cogsSection = sections['cogs'];
|
|
64
|
+
const expensesSection = sections['expenses'];
|
|
65
|
+
const otherIncomeSection = sections['otherIncome'];
|
|
66
|
+
const otherExpensesSection = sections['otherExpenses'];
|
|
67
|
+
// Gross Profit = Income - COGS
|
|
68
|
+
if (incomeSection != null && cogsSection != null) {
|
|
69
|
+
calculatedSections['grossProfit'] = computeCalculatedSection(incomeSection.classTotals, cogsSection.classTotals, incomeSection.sectionTotal, cogsSection.sectionTotal, 'subtract', SECTION_TITLES['grossProfit']);
|
|
70
|
+
}
|
|
71
|
+
// EBIT = Gross Profit - Expenses
|
|
72
|
+
const grossProfit = calculatedSections['grossProfit'];
|
|
73
|
+
if (grossProfit != null && expensesSection != null) {
|
|
74
|
+
calculatedSections['earningsBeforeInterestAndTax'] =
|
|
75
|
+
computeCalculatedSection(grossProfit.classTotals, expensesSection.classTotals, grossProfit.sectionTotal, expensesSection.sectionTotal, 'subtract', SECTION_TITLES['earningsBeforeInterestAndTax']);
|
|
76
|
+
}
|
|
77
|
+
// Net Other Income = Other Income - Other Expenses
|
|
78
|
+
if (otherIncomeSection != null && otherExpensesSection != null) {
|
|
79
|
+
calculatedSections['netOtherIncome'] = computeCalculatedSection(otherIncomeSection.classTotals, otherExpensesSection.classTotals, otherIncomeSection.sectionTotal, otherExpensesSection.sectionTotal, 'subtract', SECTION_TITLES['netOtherIncome']);
|
|
80
|
+
}
|
|
81
|
+
// Net Income = EBIT + Net Other Income
|
|
82
|
+
const ebit = calculatedSections['earningsBeforeInterestAndTax'];
|
|
83
|
+
const netOtherIncome = calculatedSections['netOtherIncome'];
|
|
84
|
+
if (ebit != null && netOtherIncome != null) {
|
|
85
|
+
calculatedSections['netIncome'] = computeCalculatedSection(ebit.classTotals, netOtherIncome.classTotals, ebit.sectionTotal, netOtherIncome.sectionTotal, 'add', SECTION_TITLES['netIncome']);
|
|
86
|
+
}
|
|
87
|
+
}
|
|
88
|
+
// Build synthetic header COABalances for rendering class names as column headers
|
|
89
|
+
const headerBalances = buildHeaderBalances(classColumns, filter.timeframe, selectedPeriod);
|
|
90
|
+
return {
|
|
91
|
+
reportId,
|
|
92
|
+
reportTitle: 'Profit and Loss by Class',
|
|
93
|
+
firstMonthOfFY: profitAndLossClassesViewState.firstMonthOfFY,
|
|
94
|
+
fetchState: fetchState.fetchState,
|
|
95
|
+
bookCloseDate: profitAndLossClassesViewState.bookCloseDate,
|
|
96
|
+
dataAvailable: profitAndLossClassesViewState.dataAvailable,
|
|
97
|
+
selectedPeriod,
|
|
98
|
+
classColumns,
|
|
99
|
+
sections,
|
|
100
|
+
calculatedSections,
|
|
101
|
+
idsInOrder: exports.profitAndLossHorizontalIdsInOrder,
|
|
102
|
+
uiState: profitAndLossClassesViewState.uiState,
|
|
103
|
+
headerBalances,
|
|
104
|
+
};
|
|
105
|
+
};
|
|
106
|
+
exports.getProfitAndLossClassesHorizontalView = getProfitAndLossClassesHorizontalView;
|
|
107
|
+
/**
|
|
108
|
+
* Build column definitions from class hierarchy (top-level classes only).
|
|
109
|
+
*/
|
|
110
|
+
function buildClassColumns(classHierarchy, classesToFilterOut) {
|
|
111
|
+
return classHierarchy
|
|
112
|
+
.filter((c) => !classesToFilterOut.some((filteredId) => filteredId[0] === c.classId[0]))
|
|
113
|
+
.map((c) => ({
|
|
114
|
+
classId: c.classId[0],
|
|
115
|
+
className: c.className,
|
|
116
|
+
nestedClassId: c.classId,
|
|
117
|
+
qboId: c.qboId,
|
|
118
|
+
}));
|
|
119
|
+
}
|
|
120
|
+
/**
|
|
121
|
+
* Pivot a section from class→account→balances to account→class→balance (single period).
|
|
122
|
+
*/
|
|
123
|
+
function pivotSectionToHorizontal(section, classColumns, selectedPeriod, title) {
|
|
124
|
+
// Map: accountId -> { accountName, classId -> balance }
|
|
125
|
+
const accountMap = new Map();
|
|
126
|
+
// Also track class totals
|
|
127
|
+
const classTotalMap = new Map();
|
|
128
|
+
classColumns.forEach((col) => classTotalMap.set(col.classId, 0));
|
|
129
|
+
// Iterate over each class in the section
|
|
130
|
+
section.classes.forEach((classReport) => {
|
|
131
|
+
const classId = classReport.id[0];
|
|
132
|
+
// Only process classes that are in our columns
|
|
133
|
+
if (!classColumns.some((col) => col.classId === classId)) {
|
|
134
|
+
return;
|
|
135
|
+
}
|
|
136
|
+
// Get the class-level balance for this period (total for the class in this section)
|
|
137
|
+
const classBalance = findBalanceForPeriod(classReport.childrenBalancesTotal.balances, selectedPeriod);
|
|
138
|
+
classTotalMap.set(classId, classBalance);
|
|
139
|
+
// Iterate through accounts in this class
|
|
140
|
+
collectAccountsFromClass(classReport, classId, selectedPeriod, accountMap);
|
|
141
|
+
});
|
|
142
|
+
// Build account rows
|
|
143
|
+
const accounts = [];
|
|
144
|
+
accountMap.forEach((accountData, accountId) => {
|
|
145
|
+
const classBalances = classColumns.map((col) => ({
|
|
146
|
+
classId: col.classId,
|
|
147
|
+
balance: (0, amount_1.toAmountWC)(accountData.classBalances.get(col.classId) ?? 0, DEFAULT_CURRENCY),
|
|
148
|
+
}));
|
|
149
|
+
const rowTotal = classBalances.reduce((sum, cb) => sum + cb.balance.amount, 0);
|
|
150
|
+
accounts.push({
|
|
151
|
+
accountId,
|
|
152
|
+
accountName: accountData.accountName,
|
|
153
|
+
classBalances,
|
|
154
|
+
rowTotal: (0, amount_1.toAmountWC)(rowTotal, DEFAULT_CURRENCY),
|
|
155
|
+
});
|
|
156
|
+
});
|
|
157
|
+
// Build class totals
|
|
158
|
+
const classTotals = classColumns.map((col) => ({
|
|
159
|
+
classId: col.classId,
|
|
160
|
+
balance: (0, amount_1.toAmountWC)(classTotalMap.get(col.classId) ?? 0, DEFAULT_CURRENCY),
|
|
161
|
+
}));
|
|
162
|
+
const sectionTotal = classTotals.reduce((sum, ct) => sum + ct.balance.amount, 0);
|
|
163
|
+
return {
|
|
164
|
+
title,
|
|
165
|
+
accounts,
|
|
166
|
+
classTotals,
|
|
167
|
+
sectionTotal: (0, amount_1.toAmountWC)(sectionTotal, DEFAULT_CURRENCY),
|
|
168
|
+
};
|
|
169
|
+
}
|
|
170
|
+
/**
|
|
171
|
+
* Recursively collect account balances from a NestedClassReportV2 into accountMap.
|
|
172
|
+
*/
|
|
173
|
+
function collectAccountsFromClass(classReport, classId, selectedPeriod, accountMap) {
|
|
174
|
+
// Process accounts directly on this class
|
|
175
|
+
classReport.class.accounts.forEach((nestedAccount) => {
|
|
176
|
+
collectAccountsFromNestedAccount(nestedAccount, classId, selectedPeriod, accountMap);
|
|
177
|
+
});
|
|
178
|
+
}
|
|
179
|
+
/**
|
|
180
|
+
* Recursively collect accounts from NestedAccountReport (handles sub-accounts).
|
|
181
|
+
*/
|
|
182
|
+
function collectAccountsFromNestedAccount(nestedAccount, classId, selectedPeriod, accountMap) {
|
|
183
|
+
const accountId = nestedAccount.account.accountId;
|
|
184
|
+
const accountName = nestedAccount.account.accountName;
|
|
185
|
+
const balance = findBalanceForPeriod(nestedAccount.account.balancesInTimeframe.balances, selectedPeriod);
|
|
186
|
+
if (!accountMap.has(accountId)) {
|
|
187
|
+
accountMap.set(accountId, {
|
|
188
|
+
accountName,
|
|
189
|
+
classBalances: new Map(),
|
|
190
|
+
});
|
|
191
|
+
}
|
|
192
|
+
const accountData = accountMap.get(accountId);
|
|
193
|
+
if (accountData == null) {
|
|
194
|
+
return;
|
|
195
|
+
}
|
|
196
|
+
const existing = accountData.classBalances.get(classId) ?? 0;
|
|
197
|
+
accountData.classBalances.set(classId, existing + balance);
|
|
198
|
+
// Process sub-accounts
|
|
199
|
+
nestedAccount.children.forEach((child) => {
|
|
200
|
+
collectAccountsFromNestedAccount(child, classId, selectedPeriod, accountMap);
|
|
201
|
+
});
|
|
202
|
+
}
|
|
203
|
+
/**
|
|
204
|
+
* Find the balance amount for a specific period from a COABalance array.
|
|
205
|
+
*/
|
|
206
|
+
function findBalanceForPeriod(balances, selectedPeriod) {
|
|
207
|
+
for (const bal of balances) {
|
|
208
|
+
const b = bal;
|
|
209
|
+
if (b.startDate != null && b.endDate != null) {
|
|
210
|
+
if (b.startDate.isSame(selectedPeriod.startDate, 'day') &&
|
|
211
|
+
b.endDate.isSame(selectedPeriod.endDate, 'day')) {
|
|
212
|
+
return b.balance?.amount ?? 0;
|
|
213
|
+
}
|
|
214
|
+
}
|
|
215
|
+
}
|
|
216
|
+
return 0;
|
|
217
|
+
}
|
|
218
|
+
/**
|
|
219
|
+
* Compute a calculated section by adding or subtracting two sets of class totals.
|
|
220
|
+
*/
|
|
221
|
+
function computeCalculatedSection(aTotals, bTotals, aTotal, bTotal, operation, title) {
|
|
222
|
+
const classTotals = aTotals.map((a) => {
|
|
223
|
+
const bMatch = bTotals.find((b) => b.classId === a.classId);
|
|
224
|
+
const bAmount = bMatch?.balance.amount ?? 0;
|
|
225
|
+
const resultAmount = operation === 'add'
|
|
226
|
+
? a.balance.amount + bAmount
|
|
227
|
+
: a.balance.amount - bAmount;
|
|
228
|
+
return {
|
|
229
|
+
classId: a.classId,
|
|
230
|
+
balance: (0, amount_1.toAmountWC)(resultAmount, DEFAULT_CURRENCY),
|
|
231
|
+
};
|
|
232
|
+
});
|
|
233
|
+
const sectionTotalAmount = operation === 'add'
|
|
234
|
+
? aTotal.amount + bTotal.amount
|
|
235
|
+
: aTotal.amount - bTotal.amount;
|
|
236
|
+
return {
|
|
237
|
+
title,
|
|
238
|
+
classTotals,
|
|
239
|
+
sectionTotal: (0, amount_1.toAmountWC)(sectionTotalAmount, DEFAULT_CURRENCY),
|
|
240
|
+
};
|
|
241
|
+
}
|
|
242
|
+
/**
|
|
243
|
+
* Build synthetic COABalance array for header rendering.
|
|
244
|
+
* One entry per class column + one for "Total".
|
|
245
|
+
*/
|
|
246
|
+
function buildHeaderBalances(classColumns, timeframe, selectedPeriod) {
|
|
247
|
+
if (selectedPeriod == null) {
|
|
248
|
+
return [];
|
|
249
|
+
}
|
|
250
|
+
const { endDate, startDate } = selectedPeriod;
|
|
251
|
+
const balances = classColumns.map((col) => ({
|
|
252
|
+
balance: (0, amount_1.toAmountWC)(0, DEFAULT_CURRENCY),
|
|
253
|
+
balanceTimeFrame: timeframe,
|
|
254
|
+
endDate,
|
|
255
|
+
startDate,
|
|
256
|
+
type: 'default',
|
|
257
|
+
label: col.className,
|
|
258
|
+
}));
|
|
259
|
+
// Add a "Total" column
|
|
260
|
+
balances.push({
|
|
261
|
+
balance: (0, amount_1.toAmountWC)(0, DEFAULT_CURRENCY),
|
|
262
|
+
balanceTimeFrame: timeframe,
|
|
263
|
+
endDate,
|
|
264
|
+
startDate,
|
|
265
|
+
type: 'default',
|
|
266
|
+
label: 'Total',
|
|
267
|
+
});
|
|
268
|
+
return balances;
|
|
269
|
+
}
|
|
270
|
+
function reduceFetchState(fetchStateList) {
|
|
271
|
+
const isAnyProgress = fetchStateList.some((s) => s.fetchState === 'In-Progress');
|
|
272
|
+
const isAllCompleted = fetchStateList.every((s) => s.fetchState === 'Completed');
|
|
273
|
+
const isAnyError = fetchStateList.some((s) => s.fetchState === 'Error');
|
|
274
|
+
const error = fetchStateList.find((s) => s.error != null)?.error;
|
|
275
|
+
let fetchState = 'Not-Started';
|
|
276
|
+
if (isAnyProgress) {
|
|
277
|
+
fetchState = 'In-Progress';
|
|
278
|
+
}
|
|
279
|
+
else if (isAllCompleted) {
|
|
280
|
+
fetchState = 'Completed';
|
|
281
|
+
}
|
|
282
|
+
else if (isAnyError) {
|
|
283
|
+
fetchState = 'Error';
|
|
284
|
+
}
|
|
285
|
+
return { fetchState, error };
|
|
286
|
+
}
|
package/lib/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelectorTypes.d.ts
ADDED
|
@@ -0,0 +1,57 @@
|
|
|
1
|
+
import { Amount } from '../../commonStateTypes/amount';
|
|
2
|
+
import { NestedClassID } from '../../commonStateTypes/classesView/nestedClassID';
|
|
3
|
+
import { COABalance } from '../../commonStateTypes/coaBalance/coaBalance';
|
|
4
|
+
import { FetchState, ID } from '../../commonStateTypes/common';
|
|
5
|
+
import { DataAvailable } from '../../commonStateTypes/dataAvailable';
|
|
6
|
+
import { Month } from '../../commonStateTypes/timePeriod';
|
|
7
|
+
import { ReportID } from '../../commonStateTypes/viewAndReport/viewAndReport';
|
|
8
|
+
import { ZeniDate } from '../../zeniDayJS';
|
|
9
|
+
import { PandLReportViewCalculatedSectionID, PandLReportViewSectionID } from './profitAndLossClassesViewSelectorTypes';
|
|
10
|
+
import { ProfitAndLossClassesViewUIState } from './profitAndLossClassesViewState';
|
|
11
|
+
export interface ClassColumnDefinition {
|
|
12
|
+
classId: string;
|
|
13
|
+
className: string;
|
|
14
|
+
nestedClassId: NestedClassID;
|
|
15
|
+
qboId?: ID;
|
|
16
|
+
}
|
|
17
|
+
export interface HorizontalClassBalance {
|
|
18
|
+
balance: Amount;
|
|
19
|
+
classId: string;
|
|
20
|
+
}
|
|
21
|
+
export interface HorizontalAccountRow {
|
|
22
|
+
accountId: string;
|
|
23
|
+
accountName: string;
|
|
24
|
+
classBalances: HorizontalClassBalance[];
|
|
25
|
+
rowTotal: Amount;
|
|
26
|
+
}
|
|
27
|
+
export interface HorizontalSectionReport {
|
|
28
|
+
accounts: HorizontalAccountRow[];
|
|
29
|
+
classTotals: HorizontalClassBalance[];
|
|
30
|
+
sectionTotal: Amount;
|
|
31
|
+
title: string;
|
|
32
|
+
}
|
|
33
|
+
export interface HorizontalCalculatedSection {
|
|
34
|
+
classTotals: HorizontalClassBalance[];
|
|
35
|
+
sectionTotal: Amount;
|
|
36
|
+
title: string;
|
|
37
|
+
}
|
|
38
|
+
export interface ProfitAndLossByClassHorizontalReport {
|
|
39
|
+
calculatedSections: Partial<Record<PandLReportViewCalculatedSectionID, HorizontalCalculatedSection>>;
|
|
40
|
+
classColumns: ClassColumnDefinition[];
|
|
41
|
+
fetchState: FetchState;
|
|
42
|
+
firstMonthOfFY: Month;
|
|
43
|
+
/** Synthetic COABalance array for header rendering — one per class column + total */
|
|
44
|
+
headerBalances: COABalance[];
|
|
45
|
+
idsInOrder: (PandLReportViewSectionID | PandLReportViewCalculatedSectionID)[];
|
|
46
|
+
reportId: ReportID;
|
|
47
|
+
reportTitle: string;
|
|
48
|
+
sections: Partial<Record<PandLReportViewSectionID, HorizontalSectionReport>>;
|
|
49
|
+
selectedPeriod: {
|
|
50
|
+
endDate: ZeniDate;
|
|
51
|
+
startDate: ZeniDate;
|
|
52
|
+
label?: string;
|
|
53
|
+
} | undefined;
|
|
54
|
+
uiState: ProfitAndLossClassesViewUIState;
|
|
55
|
+
bookCloseDate?: ZeniDate;
|
|
56
|
+
dataAvailable?: DataAvailable;
|
|
57
|
+
}
|
|
@@ -2,7 +2,7 @@ import { NestedClassID } from '../../commonStateTypes/classesView/nestedClassID'
|
|
|
2
2
|
import { AccountViewMode, ID } from '../../commonStateTypes/common';
|
|
3
3
|
import { ZeniAPIStatus, ZeniReportData } from '../../responsePayload';
|
|
4
4
|
import { ProfitAndLossClassesViewPayload } from './profitAndLossClassesViewPayload';
|
|
5
|
-
import { ProfitAndLossClassesViewState } from './profitAndLossClassesViewState';
|
|
5
|
+
import { ClassViewLayout, ProfitAndLossClassesViewState } from './profitAndLossClassesViewState';
|
|
6
6
|
export declare const initialState: ProfitAndLossClassesViewState;
|
|
7
7
|
export declare const fetchProfitAndLossClassesView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[cacheOverride?: boolean | undefined], {
|
|
8
8
|
cacheOverride: boolean;
|
|
@@ -30,6 +30,8 @@ export declare const fetchProfitAndLossClassesView: import("@reduxjs/toolkit").A
|
|
|
30
30
|
};
|
|
31
31
|
}, "profitAndLossClassesView/updateProfitAndLossClassesViewUIState">, updateAccountViewMode: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
|
|
32
32
|
viewMode: AccountViewMode;
|
|
33
|
-
}, "profitAndLossClassesView/updateAccountViewMode">,
|
|
33
|
+
}, "profitAndLossClassesView/updateAccountViewMode">, updateClassViewLayout: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
|
|
34
|
+
classViewLayout: ClassViewLayout;
|
|
35
|
+
}, "profitAndLossClassesView/updateClassViewLayout">, resetProfitAndLossClassesNodeCollapseState: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"profitAndLossClassesView/resetProfitAndLossClassesNodeCollapseState">, clearProfitAndLossClassesView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"profitAndLossClassesView/clearProfitAndLossClassesView">;
|
|
34
36
|
declare const _default: import("redux").Reducer<ProfitAndLossClassesViewState>;
|
|
35
37
|
export default _default;
|