@zeniai/client-epic-state 4.19.88-beta11ND → 4.19.88-beta2ND

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.
Files changed (22) hide show
  1. package/lib/entity/reimbursement/reimbursementPayload.d.ts +0 -2
  2. package/lib/entity/reimbursement/reimbursementPayload.js +0 -7
  3. package/lib/entity/reimbursement/reimbursementState.d.ts +0 -2
  4. package/lib/esm/entity/reimbursement/reimbursementPayload.js +0 -7
  5. package/lib/esm/index.js +3 -2
  6. package/lib/esm/view/financeStatement/financeStatementSelector.js +5 -0
  7. package/lib/esm/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector.js +281 -0
  8. package/lib/esm/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelectorTypes.js +1 -0
  9. package/lib/esm/view/profitAndLossClassesView/profitAndLossClassesViewReducer.js +5 -1
  10. package/lib/index.d.ts +5 -3
  11. package/lib/index.js +28 -25
  12. package/lib/tsconfig.typecheck.tsbuildinfo +1 -1
  13. package/lib/view/financeStatement/financeStatementSelector.d.ts +2 -0
  14. package/lib/view/financeStatement/financeStatementSelector.js +5 -0
  15. package/lib/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector.d.ts +13 -0
  16. package/lib/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector.js +285 -0
  17. package/lib/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelectorTypes.d.ts +57 -0
  18. package/lib/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelectorTypes.js +2 -0
  19. package/lib/view/profitAndLossClassesView/profitAndLossClassesViewReducer.d.ts +4 -2
  20. package/lib/view/profitAndLossClassesView/profitAndLossClassesViewReducer.js +6 -2
  21. package/lib/view/profitAndLossClassesView/profitAndLossClassesViewState.d.ts +2 -0
  22. package/package.json +1 -1
@@ -1,7 +1,6 @@
1
1
  import { URLPayload } from '../../commonPayloadTypes/urlPayload';
2
2
  import { SegregatedReimbursementLineWithRecommendation } from '../../view/spendManagement/reimbursement/editRemiView/editRemiViewState';
3
3
  import { AccountBasePayload } from '../account/accountPayload';
4
- import { CustomerBasePayload } from '../customer/customerPayload';
5
4
  import { BillAccountPayload, BillPaymentMethodPayload, BillPaymentStatusPayload, BillStagePayload, BillStatusPayload, BulkOperationDetailPayload, DeletionInfoPayload } from '../billPay/billTransaction/billTransactionPayload';
6
5
  import { ClassBasePayload } from '../class/classPayload';
7
6
  import { MerchantBasePayload } from '../merchant/merchantPayload';
@@ -69,7 +68,6 @@ interface ReimbursementTypePayload {
69
68
  export interface LineDetailPayload {
70
69
  class: ClassBasePayload;
71
70
  account?: AccountBasePayload;
72
- customer?: CustomerBasePayload;
73
71
  }
74
72
  interface ReimbursementInfoPayload {
75
73
  actual_deposit_date: string | null;
@@ -6,7 +6,6 @@ const amount_1 = require("../../commonStateTypes/amount");
6
6
  const stringToUnion_1 = require("../../commonStateTypes/stringToUnion");
7
7
  const zeniDayJS_1 = require("../../zeniDayJS");
8
8
  const accountPayload_1 = require("../account/accountPayload");
9
- const customerPayload_1 = require("../customer/customerPayload");
10
9
  const billTransactionPayload_1 = require("../billPay/billTransaction/billTransactionPayload");
11
10
  const classPayload_1 = require("../class/classPayload");
12
11
  const merchantPayload_1 = require("../merchant/merchantPayload");
@@ -172,9 +171,6 @@ const toLineDetailPayload = (lineDetail) => ({
172
171
  account: lineDetail.account != null
173
172
  ? (0, accountPayload_1.toAccountPayload)(lineDetail.account)
174
173
  : undefined,
175
- customer: lineDetail.customer != null
176
- ? (0, customerPayload_1.toCustomerBasePayload)(undefined, lineDetail.customer)
177
- : undefined,
178
174
  });
179
175
  exports.toLineDetailPayload = toLineDetailPayload;
180
176
  const toLineDetail = (payload) => ({
@@ -184,9 +180,6 @@ const toLineDetail = (payload) => ({
184
180
  account: payload.account?.account_id != null
185
181
  ? (0, accountPayload_1.mapAccountBasePayloadToAccountBase)(payload.account)
186
182
  : undefined,
187
- customer: payload.customer?.customer_id != null
188
- ? (0, customerPayload_1.toCustomerBase)(payload.customer, false)
189
- : undefined,
190
183
  });
191
184
  const toDistanceMilage = (payload) => ({
192
185
  unit: payload.unit,
@@ -6,7 +6,6 @@ import { ZeniUrl as Url } from '../../zeniUrl';
6
6
  import { AccountBase } from '../account/accountState';
7
7
  import { BillPaymentStatus, BillStage, BillStatus, BulkProcessingDetail, DeletionInfo } from '../billPay/billTransaction/billTransactionState';
8
8
  import { ClassBase } from '../class/classState';
9
- import { CustomerBase } from '../customer/customerState';
10
9
  import { MerchantBase } from '../merchant/merchant';
11
10
  import { Attachment } from '../transaction/stateTypes/attachment';
12
11
  import { ReimbursementTransactionType } from './reimbursementPayload';
@@ -59,7 +58,6 @@ export interface DistanceMilage {
59
58
  export interface LineDetail {
60
59
  account?: AccountBase;
61
60
  class?: ClassBase;
62
- customer?: CustomerBase;
63
61
  }
64
62
  export interface ReimbursementInfo {
65
63
  billPaymentMethodType: RemiPaymentMethod;
@@ -3,7 +3,6 @@ import { toAmount } from '../../commonStateTypes/amount';
3
3
  import { stringToUnion } from '../../commonStateTypes/stringToUnion';
4
4
  import { date, dateNow } from '../../zeniDayJS';
5
5
  import { mapAccountBasePayloadToAccountBase, toAccountPayload, } from '../account/accountPayload';
6
- import { toCustomerBase, toCustomerBasePayload, } from '../customer/customerPayload';
7
6
  import { toBillPaymentMethod, toBillPaymentStatus, toBillStage, toBillStatus, toBulkProcessingDetail, toDeletionInfo, } from '../billPay/billTransaction/billTransactionPayload';
8
7
  import { mapClassBasePayloadToClassBase, toClassBasePayload, } from '../class/classPayload';
9
8
  import { mapMerchantBasePayloadToMerchantBase, toMerchantBasePayload, } from '../merchant/merchantPayload';
@@ -167,9 +166,6 @@ export const toLineDetailPayload = (lineDetail) => ({
167
166
  account: lineDetail.account != null
168
167
  ? toAccountPayload(lineDetail.account)
169
168
  : undefined,
170
- customer: lineDetail.customer != null
171
- ? toCustomerBasePayload(undefined, lineDetail.customer)
172
- : undefined,
173
169
  });
174
170
  const toLineDetail = (payload) => ({
175
171
  class: payload.class.accounting_class_id != null
@@ -178,9 +174,6 @@ const toLineDetail = (payload) => ({
178
174
  account: payload.account?.account_id != null
179
175
  ? mapAccountBasePayloadToAccountBase(payload.account)
180
176
  : undefined,
181
- customer: payload.customer?.customer_id != null
182
- ? toCustomerBase(payload.customer, false)
183
- : undefined,
184
177
  });
185
178
  const toDistanceMilage = (payload) => ({
186
179
  unit: payload.unit,
package/lib/esm/index.js CHANGED
@@ -217,7 +217,8 @@ import { changeZeniPersonRoles, deletePerson, fetchAllPeopleRequiredViews, fetch
217
217
  import { getPeople, getPeopleLocalData } from './view/people/peopleSelector';
218
218
  import { fetchProfitAndLoss, fetchProfitAndLossForTimeframe, resetProfitAndLossNodeCollapseState, updateProfitAndLossUIState, } from './view/profitAndLoss/profitAndLossReducer';
219
219
  import { getPandLReportFetchState, getProfitAndLossReport, } from './view/profitAndLoss/profitAndLossSelector';
220
- import { fetchProfitAndLossClassesView, resetProfitAndLossClassesNodeCollapseState, updateAccountViewMode as updateProfitAndLossAccountViewMode, updateClassesToFilterOut as updateProfitAndLossClassesToFilterOut, updateProfitAndLossClassesViewUIState, } from './view/profitAndLossClassesView/profitAndLossClassesViewReducer';
220
+ import { fetchProfitAndLossClassesView, resetProfitAndLossClassesNodeCollapseState, updateAccountViewMode as updateProfitAndLossAccountViewMode, updateClassesToFilterOut as updateProfitAndLossClassesToFilterOut, updateClassViewLayout, updateProfitAndLossClassesViewUIState, } from './view/profitAndLossClassesView/profitAndLossClassesViewReducer';
221
+ import { getProfitAndLossClassesHorizontalView } from './view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector';
221
222
  import { getProfitAndLossClassesView } from './view/profitAndLossClassesView/profitAndLossClassesViewSelector';
222
223
  import { isPandLReportViewCalculatedSectionID, isPandLReportViewSectionID, } from './view/profitAndLossClassesView/profitAndLossClassesViewSelectorTypes';
223
224
  import { fetchEntityRecommendationsByTransactionId, fetchRecommendationByEntityId, fetchRecommendationByEntityName, } from './view/recommendation/recommendationReducer';
@@ -451,7 +452,7 @@ export { fetchDashboard, getDashboard, updateTreasuryVideoClosed, };
451
452
  export { updateDashboardLayout };
452
453
  export { getPandLWithForecast, } from './view/profitAndLoss/pAndLWithForecast/pAndLWithForecastSelector';
453
454
  export { fetchProfitAndLoss, resetProfitAndLossNodeCollapseState, updateProfitAndLossUIState, getProfitAndLossReport, getPandLReportFetchState, fetchProfitAndLossForTimeframe, };
454
- export { fetchProfitAndLossClassesView, updateProfitAndLossClassesToFilterOut, resetProfitAndLossClassesNodeCollapseState, updateProfitAndLossClassesViewUIState, updateProfitAndLossAccountViewMode, getProfitAndLossClassesView, isPandLReportViewCalculatedSectionID, isPandLReportViewSectionID, };
455
+ export { fetchProfitAndLossClassesView, updateProfitAndLossClassesToFilterOut, resetProfitAndLossClassesNodeCollapseState, updateProfitAndLossClassesViewUIState, updateProfitAndLossAccountViewMode, updateClassViewLayout, getProfitAndLossClassesView, getProfitAndLossClassesHorizontalView, isPandLReportViewCalculatedSectionID, isPandLReportViewSectionID, };
455
456
  export { getAccountingProviderAttachment };
456
457
  export { fetchUserListByType, getUserList };
457
458
  export { fetchAllPeopleRequiredViews, fetchPeoplePage, fetchPeople, deletePerson, resendInvite, changeZeniPersonRoles, invitePeople, inviteZeniPeople, updatePeopleUIState, peopleSaveUpdates, resetUpdateErrorMessage, peopleSaveDataInLocalStore, peopleClearDataInLocalStore, getPeople, getPeopleLocalData, initializeEditPerson, };
@@ -8,6 +8,7 @@ import { extractThisPeriod } from '../../commonStateTypes/viewAndReport/thisPeri
8
8
  import { getBalanceSheet } from '../balanceSheet/balanceSheetSelector';
9
9
  import { getCashFlow } from '../cashFlow/cashFlowSelector';
10
10
  import { getProfitAndLossReport, } from '../profitAndLoss/profitAndLossSelector';
11
+ import { getProfitAndLossClassesHorizontalView } from '../profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector';
11
12
  import { getProfitAndLossClassesView } from '../profitAndLossClassesView/profitAndLossClassesViewSelector';
12
13
  function getDateRangeForFinanceReports(profitAndLossState, balanceSheetState, cashFlowState) {
13
14
  const datesSorted = [
@@ -60,6 +61,9 @@ export const getFinanceStatement = createSelector((state) => state.accountState,
60
61
  const profitAndLossReport = getProfitAndLossReport(filter, undefined, accountState, accountGroupState, sectionAccountsViewState, profitAndLossState, forecastState);
61
62
  const classFilter = newBalancesFilterClassesView(filter.firstMonthOfFY, filter.timeframe, filter.balancesRange.numberOfPeriods, filter.balancesRange.thisPeriod, filter.balancesRange.orderBy, filter.additionalBalances, profitAndLossClassesViewState.uiState.classesToFilterOut);
62
63
  const profitAndLossByClassReport = getProfitAndLossClassesView(classFilter, accountState, classState, sectionsState, profitAndLossClassesViewState);
64
+ const profitAndLossByClassHorizontalReport = profitAndLossClassesViewState.uiState.classViewLayout === 'horizontal'
65
+ ? getProfitAndLossClassesHorizontalView(classFilter, accountState, classState, sectionsState, profitAndLossClassesViewState, thisPeriod)
66
+ : getProfitAndLossClassesHorizontalView(classFilter, accountState, classState, sectionsState, profitAndLossClassesViewState, undefined);
63
67
  const balanceSheetReport = getBalanceSheet(filter, accountState, accountGroupState, sectionAccountsViewState, balanceSheetState);
64
68
  const cashFlowReport = getCashFlow(filter, accountState, accountGroupState, sectionAccountsViewState, cashFlowState);
65
69
  const allReports = [
@@ -107,6 +111,7 @@ export const getFinanceStatement = createSelector((state) => state.accountState,
107
111
  dataAvailable,
108
112
  profitAndLossReport,
109
113
  profitAndLossByClassReport,
114
+ profitAndLossByClassHorizontalReport,
110
115
  balanceSheetReport,
111
116
  cashFlowReport,
112
117
  filter,
@@ -0,0 +1,281 @@
1
+ import { toAmountWC } from '../../commonStateTypes/amount';
2
+ import { getSectionClassesViewReport } from '../../entity/sectionClassesViewV2/sectionClassesViewSelector';
3
+ import { ALL_PANDL_REPORT_VIEW_SECTION_IDS, } from './profitAndLossClassesViewSelectorTypes';
4
+ const DEFAULT_CURRENCY = { currencyCode: 'USD', currencySymbol: '$' };
5
+ export const profitAndLossHorizontalIdsInOrder = [
6
+ 'income',
7
+ 'cogs',
8
+ 'grossProfit',
9
+ 'expenses',
10
+ 'earningsBeforeInterestAndTax',
11
+ 'otherIncome',
12
+ 'otherExpenses',
13
+ 'netOtherIncome',
14
+ 'netIncome',
15
+ ];
16
+ const SECTION_TITLES = {
17
+ income: 'Income',
18
+ cogs: 'Cost of Goods Sold',
19
+ grossProfit: 'Gross Profit',
20
+ expenses: 'Expenses',
21
+ earningsBeforeInterestAndTax: 'Net Operating Income',
22
+ otherIncome: 'Other Income',
23
+ otherExpenses: 'Other Expenses',
24
+ netOtherIncome: 'Net Other Income',
25
+ netIncome: 'Net Income',
26
+ };
27
+ export const getProfitAndLossClassesHorizontalView = (filter, accountState, classState, sectionsState, profitAndLossClassesViewState, selectedPeriod) => {
28
+ const fetchState = reduceFetchState([
29
+ profitAndLossClassesViewState.fetchState.month,
30
+ profitAndLossClassesViewState.fetchState.quarter,
31
+ profitAndLossClassesViewState.fetchState.year,
32
+ ]);
33
+ const reportId = 'profit_and_loss_by_classes';
34
+ // Build class columns from the class hierarchy (top-level only)
35
+ const classColumns = buildClassColumns(profitAndLossClassesViewState.classHierarchy, profitAndLossClassesViewState.uiState.classesToFilterOut);
36
+ const sections = {};
37
+ const calculatedSections = {};
38
+ if (fetchState.fetchState === 'Completed' && selectedPeriod != null) {
39
+ // Get section reports using existing selector infrastructure
40
+ const sectionReports = {};
41
+ ALL_PANDL_REPORT_VIEW_SECTION_IDS.forEach((sectionId) => {
42
+ sectionReports[sectionId] = getSectionClassesViewReport(accountState, classState, sectionsState, { reportId, sectionId }, filter);
43
+ });
44
+ // Pivot each section from class→account to account→class
45
+ const sectionIds = [
46
+ 'income',
47
+ 'cogs',
48
+ 'expenses',
49
+ 'otherIncome',
50
+ 'otherExpenses',
51
+ ];
52
+ sectionIds.forEach((sectionId) => {
53
+ const sectionReport = sectionReports[sectionId];
54
+ if (sectionReport != null) {
55
+ sections[sectionId] = pivotSectionToHorizontal(sectionReport, classColumns, SECTION_TITLES[sectionId] ?? sectionId);
56
+ }
57
+ });
58
+ // Calculate derived sections
59
+ const incomeSection = sections['income'];
60
+ const cogsSection = sections['cogs'];
61
+ const expensesSection = sections['expenses'];
62
+ const otherIncomeSection = sections['otherIncome'];
63
+ const otherExpensesSection = sections['otherExpenses'];
64
+ // Gross Profit = Income - COGS
65
+ if (incomeSection != null && cogsSection != null) {
66
+ calculatedSections['grossProfit'] = computeCalculatedSection(incomeSection.classTotals, cogsSection.classTotals, incomeSection.sectionTotal, cogsSection.sectionTotal, 'subtract', SECTION_TITLES['grossProfit']);
67
+ }
68
+ // EBIT = Gross Profit - Expenses
69
+ const grossProfit = calculatedSections['grossProfit'];
70
+ if (grossProfit != null && expensesSection != null) {
71
+ calculatedSections['earningsBeforeInterestAndTax'] =
72
+ computeCalculatedSection(grossProfit.classTotals, expensesSection.classTotals, grossProfit.sectionTotal, expensesSection.sectionTotal, 'subtract', SECTION_TITLES['earningsBeforeInterestAndTax']);
73
+ }
74
+ // Net Other Income = Other Income - Other Expenses
75
+ if (otherIncomeSection != null && otherExpensesSection != null) {
76
+ calculatedSections['netOtherIncome'] = computeCalculatedSection(otherIncomeSection.classTotals, otherExpensesSection.classTotals, otherIncomeSection.sectionTotal, otherExpensesSection.sectionTotal, 'subtract', SECTION_TITLES['netOtherIncome']);
77
+ }
78
+ // Net Income = EBIT + Net Other Income
79
+ const ebit = calculatedSections['earningsBeforeInterestAndTax'];
80
+ const netOtherIncome = calculatedSections['netOtherIncome'];
81
+ if (ebit != null && netOtherIncome != null) {
82
+ calculatedSections['netIncome'] = computeCalculatedSection(ebit.classTotals, netOtherIncome.classTotals, ebit.sectionTotal, netOtherIncome.sectionTotal, 'add', SECTION_TITLES['netIncome']);
83
+ }
84
+ }
85
+ // Build synthetic header COABalances for rendering class names as column headers
86
+ const headerBalances = buildHeaderBalances(classColumns, filter.timeframe, selectedPeriod);
87
+ return {
88
+ reportId,
89
+ reportTitle: 'Profit and Loss by Class',
90
+ firstMonthOfFY: profitAndLossClassesViewState.firstMonthOfFY,
91
+ fetchState: fetchState.fetchState,
92
+ bookCloseDate: profitAndLossClassesViewState.bookCloseDate,
93
+ dataAvailable: profitAndLossClassesViewState.dataAvailable,
94
+ selectedPeriod,
95
+ classColumns,
96
+ sections,
97
+ calculatedSections,
98
+ idsInOrder: profitAndLossHorizontalIdsInOrder,
99
+ uiState: profitAndLossClassesViewState.uiState,
100
+ headerBalances,
101
+ };
102
+ };
103
+ /**
104
+ * Build column definitions from class hierarchy (top-level classes only).
105
+ */
106
+ function buildClassColumns(classHierarchy, classesToFilterOut) {
107
+ return classHierarchy
108
+ .filter((c) => !classesToFilterOut.some((filteredId) => filteredId[0] === c.classId[0]))
109
+ .map((c) => ({
110
+ classId: c.classId[0],
111
+ className: c.className,
112
+ nestedClassId: c.classId,
113
+ qboId: c.qboId,
114
+ }));
115
+ }
116
+ /**
117
+ * Pivot a section from class→account→balances to account→class→balance (single period).
118
+ */
119
+ function pivotSectionToHorizontal(section, classColumns, title) {
120
+ // Map: accountId -> { accountName, classId -> balance }
121
+ const accountMap = new Map();
122
+ // Also track class totals
123
+ const classTotalMap = new Map();
124
+ classColumns.forEach((col) => classTotalMap.set(col.classId, 0));
125
+ // Iterate over each class in the section
126
+ section.classes.forEach((classReport) => {
127
+ const classId = classReport.id[0];
128
+ // Only process classes that are in our columns
129
+ if (!classColumns.some((col) => col.classId === classId)) {
130
+ return;
131
+ }
132
+ // Sum all sliced period balances (same slice as vertical columns; multi-period = range total)
133
+ const classBalance = sumBalancesInSlice(classReport.childrenBalancesTotal.balances);
134
+ classTotalMap.set(classId, classBalance);
135
+ // Iterate through accounts in this class
136
+ collectAccountsFromClass(classReport, classId, accountMap);
137
+ });
138
+ // Build account rows
139
+ const accounts = [];
140
+ accountMap.forEach((accountData, accountId) => {
141
+ const classBalances = classColumns.map((col) => ({
142
+ classId: col.classId,
143
+ balance: toAmountWC(accountData.classBalances.get(col.classId) ?? 0, DEFAULT_CURRENCY),
144
+ }));
145
+ const rowTotal = classBalances.reduce((sum, cb) => sum + cb.balance.amount, 0);
146
+ accounts.push({
147
+ accountId,
148
+ accountName: accountData.accountName,
149
+ classBalances,
150
+ rowTotal: toAmountWC(rowTotal, DEFAULT_CURRENCY),
151
+ });
152
+ });
153
+ // Build class totals
154
+ const classTotals = classColumns.map((col) => ({
155
+ classId: col.classId,
156
+ balance: toAmountWC(classTotalMap.get(col.classId) ?? 0, DEFAULT_CURRENCY),
157
+ }));
158
+ const sectionTotal = classTotals.reduce((sum, ct) => sum + ct.balance.amount, 0);
159
+ return {
160
+ title,
161
+ accounts,
162
+ classTotals,
163
+ sectionTotal: toAmountWC(sectionTotal, DEFAULT_CURRENCY),
164
+ };
165
+ }
166
+ /**
167
+ * Recursively collect account balances from a NestedClassReportV2 into accountMap.
168
+ */
169
+ function collectAccountsFromClass(classReport, classId, accountMap) {
170
+ // Process accounts directly on this class
171
+ classReport.class.accounts.forEach((nestedAccount) => {
172
+ collectAccountsFromNestedAccount(nestedAccount, classId, accountMap);
173
+ });
174
+ }
175
+ /**
176
+ * Recursively collect accounts from NestedAccountReport (handles sub-accounts).
177
+ */
178
+ function collectAccountsFromNestedAccount(nestedAccount, classId, accountMap) {
179
+ const accountId = nestedAccount.account.accountId;
180
+ const accountName = nestedAccount.account.accountName;
181
+ const balance = sumBalancesInSlice(nestedAccount.account.balancesInTimeframe.balances);
182
+ if (!accountMap.has(accountId)) {
183
+ accountMap.set(accountId, {
184
+ accountName,
185
+ classBalances: new Map(),
186
+ });
187
+ }
188
+ const accountData = accountMap.get(accountId);
189
+ if (accountData == null) {
190
+ return;
191
+ }
192
+ const existing = accountData.classBalances.get(classId) ?? 0;
193
+ accountData.classBalances.set(classId, existing + balance);
194
+ // Process sub-accounts
195
+ nestedAccount.children.forEach((child) => {
196
+ collectAccountsFromNestedAccount(child, classId, accountMap);
197
+ });
198
+ }
199
+ /**
200
+ * Total amount for the current report slice. `balances` is already narrowed by
201
+ * `getCOABalances` / `sliceCOABalances` to the selected range; summing matches
202
+ * multi-period selections and avoids mismatches when `thisPeriod` does not
203
+ * align with a row (e.g. slice fallback) or when several period rows are shown.
204
+ */
205
+ function sumBalancesInSlice(balances) {
206
+ let sum = 0;
207
+ for (const bal of balances) {
208
+ const b = bal;
209
+ sum += b.balance?.amount ?? 0;
210
+ }
211
+ return sum;
212
+ }
213
+ /**
214
+ * Compute a calculated section by adding or subtracting two sets of class totals.
215
+ */
216
+ function computeCalculatedSection(aTotals, bTotals, aTotal, bTotal, operation, title) {
217
+ const classTotals = aTotals.map((a) => {
218
+ const bMatch = bTotals.find((b) => b.classId === a.classId);
219
+ const bAmount = bMatch?.balance.amount ?? 0;
220
+ const resultAmount = operation === 'add'
221
+ ? a.balance.amount + bAmount
222
+ : a.balance.amount - bAmount;
223
+ return {
224
+ classId: a.classId,
225
+ balance: toAmountWC(resultAmount, DEFAULT_CURRENCY),
226
+ };
227
+ });
228
+ const sectionTotalAmount = operation === 'add'
229
+ ? aTotal.amount + bTotal.amount
230
+ : aTotal.amount - bTotal.amount;
231
+ return {
232
+ title,
233
+ classTotals,
234
+ sectionTotal: toAmountWC(sectionTotalAmount, DEFAULT_CURRENCY),
235
+ };
236
+ }
237
+ /**
238
+ * Build synthetic COABalance array for header rendering.
239
+ * One entry per class column + one for "Total".
240
+ */
241
+ function buildHeaderBalances(classColumns, timeframe, selectedPeriod) {
242
+ if (selectedPeriod == null) {
243
+ return [];
244
+ }
245
+ const { endDate, startDate } = selectedPeriod;
246
+ const balances = classColumns.map((col) => ({
247
+ balance: toAmountWC(0, DEFAULT_CURRENCY),
248
+ balanceTimeFrame: timeframe,
249
+ endDate,
250
+ startDate,
251
+ type: 'default',
252
+ label: col.className,
253
+ }));
254
+ // Add a "Total" column
255
+ balances.push({
256
+ balance: toAmountWC(0, DEFAULT_CURRENCY),
257
+ balanceTimeFrame: timeframe,
258
+ endDate,
259
+ startDate,
260
+ type: 'default',
261
+ label: 'Total',
262
+ });
263
+ return balances;
264
+ }
265
+ function reduceFetchState(fetchStateList) {
266
+ const isAnyProgress = fetchStateList.some((s) => s.fetchState === 'In-Progress');
267
+ const isAllCompleted = fetchStateList.every((s) => s.fetchState === 'Completed');
268
+ const isAnyError = fetchStateList.some((s) => s.fetchState === 'Error');
269
+ const error = fetchStateList.find((s) => s.error != null)?.error;
270
+ let fetchState = 'Not-Started';
271
+ if (isAnyProgress) {
272
+ fetchState = 'In-Progress';
273
+ }
274
+ else if (isAllCompleted) {
275
+ fetchState = 'Completed';
276
+ }
277
+ else if (isAnyError) {
278
+ fetchState = 'Error';
279
+ }
280
+ return { fetchState, error };
281
+ }
@@ -23,6 +23,7 @@ export const initialState = {
23
23
  nodeCollapseState: {},
24
24
  scrollPosition: undefined,
25
25
  accountViewMode: 'account_group',
26
+ classViewLayout: 'vertical',
26
27
  classesToFilterOut: [],
27
28
  },
28
29
  firstMonthOfFY: 1,
@@ -94,6 +95,9 @@ const profitAndLossClassesView = createSlice({
94
95
  updateAccountViewMode(draft, action) {
95
96
  draft.uiState.accountViewMode = action.payload.viewMode;
96
97
  },
98
+ updateClassViewLayout(draft, action) {
99
+ draft.uiState.classViewLayout = action.payload.classViewLayout;
100
+ },
97
101
  resetProfitAndLossClassesNodeCollapseState(draft) {
98
102
  draft.uiState.nodeCollapseState = {};
99
103
  },
@@ -102,7 +106,7 @@ const profitAndLossClassesView = createSlice({
102
106
  },
103
107
  },
104
108
  });
105
- export const { fetchProfitAndLossClassesView, fetchProfitAndLossForTimeframeClassesView, updateProfitAndLossForTimeframeClassesView, updateProfitAndLossForTimeframeClassesViewFailure, updateClassesToFilterOut, updateProfitAndLossClassesViewUIState, updateAccountViewMode, resetProfitAndLossClassesNodeCollapseState, clearProfitAndLossClassesView, } = profitAndLossClassesView.actions;
109
+ export const { fetchProfitAndLossClassesView, fetchProfitAndLossForTimeframeClassesView, updateProfitAndLossForTimeframeClassesView, updateProfitAndLossForTimeframeClassesViewFailure, updateClassesToFilterOut, updateProfitAndLossClassesViewUIState, updateAccountViewMode, updateClassViewLayout, resetProfitAndLossClassesNodeCollapseState, clearProfitAndLossClassesView, } = profitAndLossClassesView.actions;
106
110
  export default profitAndLossClassesView.reducer;
107
111
  const doUpdatedProfitAndLossClassesView = (draft, timeframe, pandLReport) => {
108
112
  const report = mapReportPayloadV2ToReportV2(pandLReport.report);
package/lib/index.d.ts CHANGED
@@ -346,10 +346,12 @@ import { PeopleViewSortKey } from './view/people/peopleTypes';
346
346
  import { fetchProfitAndLoss, fetchProfitAndLossForTimeframe, resetProfitAndLossNodeCollapseState, updateProfitAndLossUIState } from './view/profitAndLoss/profitAndLossReducer';
347
347
  import { ProfitAndLossReport, getPandLReportFetchState, getProfitAndLossReport } from './view/profitAndLoss/profitAndLossSelector';
348
348
  import { ProfitAndLossState, ProfitAndLossUIState } from './view/profitAndLoss/profitAndLossState';
349
- import { fetchProfitAndLossClassesView, resetProfitAndLossClassesNodeCollapseState, updateAccountViewMode as updateProfitAndLossAccountViewMode, updateClassesToFilterOut as updateProfitAndLossClassesToFilterOut, updateProfitAndLossClassesViewUIState } from './view/profitAndLossClassesView/profitAndLossClassesViewReducer';
349
+ import { fetchProfitAndLossClassesView, resetProfitAndLossClassesNodeCollapseState, updateAccountViewMode as updateProfitAndLossAccountViewMode, updateClassesToFilterOut as updateProfitAndLossClassesToFilterOut, updateClassViewLayout, updateProfitAndLossClassesViewUIState } from './view/profitAndLossClassesView/profitAndLossClassesViewReducer';
350
+ import { getProfitAndLossClassesHorizontalView } from './view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector';
351
+ import { ClassColumnDefinition, HorizontalAccountRow, HorizontalCalculatedSection, HorizontalClassBalance, HorizontalSectionReport, ProfitAndLossByClassHorizontalReport } from './view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelectorTypes';
350
352
  import { getProfitAndLossClassesView } from './view/profitAndLossClassesView/profitAndLossClassesViewSelector';
351
353
  import { PandLReportViewCalculatedSectionID, PandLReportViewSectionID, ProfitAndLossClassesViewReport, isPandLReportViewCalculatedSectionID, isPandLReportViewSectionID } from './view/profitAndLossClassesView/profitAndLossClassesViewSelectorTypes';
352
- import { ProfitAndLossClassesViewUIState } from './view/profitAndLossClassesView/profitAndLossClassesViewState';
354
+ import { ClassViewLayout, ProfitAndLossClassesViewUIState } from './view/profitAndLossClassesView/profitAndLossClassesViewState';
353
355
  import { fetchEntityRecommendationsByTransactionId, fetchRecommendationByEntityId, fetchRecommendationByEntityName } from './view/recommendation/recommendationReducer';
354
356
  import { clearReferrals, fetchReferrals, fetchRewardsPlan, resendReferralInvite, saveReferralFormDataInLocalStore, sendReferralInvite, updateReferViewed, updateReferralListSortUiState } from './view/referralView/referralReducer';
355
357
  import { ReferralListSelectorView, RewardsPlanCardReport, getInviteFormView, getReferralListView, getRewardsPlanCard } from './view/referralView/referralSelector';
@@ -664,7 +666,7 @@ export { fetchDashboard, getDashboard, DashboardReport, updateTreasuryVideoClose
664
666
  export { updateDashboardLayout };
665
667
  export { PandLWithForecastView, getPandLWithForecast, } from './view/profitAndLoss/pAndLWithForecast/pAndLWithForecastSelector';
666
668
  export { fetchProfitAndLoss, resetProfitAndLossNodeCollapseState, updateProfitAndLossUIState, ProfitAndLossState, ProfitAndLossUIState, getProfitAndLossReport, ProfitAndLossReport, getPandLReportFetchState, fetchProfitAndLossForTimeframe, };
667
- export { fetchProfitAndLossClassesView, updateProfitAndLossClassesToFilterOut, resetProfitAndLossClassesNodeCollapseState, updateProfitAndLossClassesViewUIState, updateProfitAndLossAccountViewMode, ProfitAndLossClassesViewUIState, ProfitAndLossClassesViewReport, getProfitAndLossClassesView, PandLReportViewSectionID, PandLReportViewCalculatedSectionID, isPandLReportViewCalculatedSectionID, isPandLReportViewSectionID, };
669
+ export { fetchProfitAndLossClassesView, updateProfitAndLossClassesToFilterOut, resetProfitAndLossClassesNodeCollapseState, updateProfitAndLossClassesViewUIState, updateProfitAndLossAccountViewMode, updateClassViewLayout, ProfitAndLossClassesViewUIState, ProfitAndLossClassesViewReport, getProfitAndLossClassesView, getProfitAndLossClassesHorizontalView, PandLReportViewSectionID, PandLReportViewCalculatedSectionID, isPandLReportViewCalculatedSectionID, isPandLReportViewSectionID, ClassViewLayout, ProfitAndLossByClassHorizontalReport, ClassColumnDefinition, HorizontalAccountRow, HorizontalClassBalance, HorizontalSectionReport, HorizontalCalculatedSection, };
668
670
  export { AccountingProviderAttachmentSelector, getAccountingProviderAttachment };
669
671
  export { fetchUserListByType, getUserList, UserListSelectorView };
670
672
  export { fetchAllPeopleRequiredViews, fetchPeoplePage, fetchPeople, deletePerson, resendInvite, changeZeniPersonRoles, invitePeople, inviteZeniPeople, updatePeopleUIState, peopleSaveUpdates, resetUpdateErrorMessage, peopleSaveDataInLocalStore, peopleClearDataInLocalStore, PeopleSelectorView, PeopleLocalDataView, Person, getPeople, getPeopleLocalData, PeopleState, PersonUpdateType, PeoplePageMode, ZeniPersonUserRoleType, PeopleUIState, PeopleLocalData, initializeEditPerson, };