@zeniai/client-epic-state 4.19.89 → 4.19.90-beta0ND

package/lib/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector.js

@@ -0,0 +1,285 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.getProfitAndLossClassesHorizontalView = exports.profitAndLossHorizontalIdsInOrder = void 0;
+const amount_1 = require("../../commonStateTypes/amount");
+const sectionClassesViewSelector_1 = require("../../entity/sectionClassesViewV2/sectionClassesViewSelector");
+const profitAndLossClassesViewSelectorTypes_1 = require("./profitAndLossClassesViewSelectorTypes");
+const DEFAULT_CURRENCY = { currencyCode: 'USD', currencySymbol: '$' };
+exports.profitAndLossHorizontalIdsInOrder = [
+    'income',
+    'cogs',
+    'grossProfit',
+    'expenses',
+    'earningsBeforeInterestAndTax',
+    'otherIncome',
+    'otherExpenses',
+    'netOtherIncome',
+    'netIncome',
+];
+const SECTION_TITLES = {
+    income: 'Income',
+    cogs: 'Cost of Goods Sold',
+    grossProfit: 'Gross Profit',
+    expenses: 'Expenses',
+    earningsBeforeInterestAndTax: 'Net Operating Income',
+    otherIncome: 'Other Income',
+    otherExpenses: 'Other Expenses',
+    netOtherIncome: 'Net Other Income',
+    netIncome: 'Net Income',
+};
+const getProfitAndLossClassesHorizontalView = (filter, accountState, classState, sectionsState, profitAndLossClassesViewState, selectedPeriod) => {
+    const fetchState = reduceFetchState([
+        profitAndLossClassesViewState.fetchState.month,
+        profitAndLossClassesViewState.fetchState.quarter,
+        profitAndLossClassesViewState.fetchState.year,
+    ]);
+    const reportId = 'profit_and_loss_by_classes';
+    // Build class columns from the class hierarchy (top-level only)
+    const classColumns = buildClassColumns(profitAndLossClassesViewState.classHierarchy, profitAndLossClassesViewState.uiState.classesToFilterOut);
+    const sections = {};
+    const calculatedSections = {};
+    if (fetchState.fetchState === 'Completed' && selectedPeriod != null) {
+        // Get section reports using existing selector infrastructure
+        const sectionReports = {};
+        profitAndLossClassesViewSelectorTypes_1.ALL_PANDL_REPORT_VIEW_SECTION_IDS.forEach((sectionId) => {
+            sectionReports[sectionId] = (0, sectionClassesViewSelector_1.getSectionClassesViewReport)(accountState, classState, sectionsState, { reportId, sectionId }, filter);
+        });
+        // Pivot each section from class→account to account→class
+        const sectionIds = [
+            'income',
+            'cogs',
+            'expenses',
+            'otherIncome',
+            'otherExpenses',
+        ];
+        sectionIds.forEach((sectionId) => {
+            const sectionReport = sectionReports[sectionId];
+            if (sectionReport != null) {
+                sections[sectionId] = pivotSectionToHorizontal(sectionReport, classColumns, SECTION_TITLES[sectionId] ?? sectionId);
+            }
+        });
+        // Calculate derived sections
+        const incomeSection = sections['income'];
+        const cogsSection = sections['cogs'];
+        const expensesSection = sections['expenses'];
+        const otherIncomeSection = sections['otherIncome'];
+        const otherExpensesSection = sections['otherExpenses'];
+        // Gross Profit = Income - COGS
+        if (incomeSection != null && cogsSection != null) {
+            calculatedSections['grossProfit'] = computeCalculatedSection(incomeSection.classTotals, cogsSection.classTotals, incomeSection.sectionTotal, cogsSection.sectionTotal, 'subtract', SECTION_TITLES['grossProfit']);
+        }
+        // EBIT = Gross Profit - Expenses
+        const grossProfit = calculatedSections['grossProfit'];
+        if (grossProfit != null && expensesSection != null) {
+            calculatedSections['earningsBeforeInterestAndTax'] =
+                computeCalculatedSection(grossProfit.classTotals, expensesSection.classTotals, grossProfit.sectionTotal, expensesSection.sectionTotal, 'subtract', SECTION_TITLES['earningsBeforeInterestAndTax']);
+        }
+        // Net Other Income = Other Income - Other Expenses
+        if (otherIncomeSection != null && otherExpensesSection != null) {
+            calculatedSections['netOtherIncome'] = computeCalculatedSection(otherIncomeSection.classTotals, otherExpensesSection.classTotals, otherIncomeSection.sectionTotal, otherExpensesSection.sectionTotal, 'subtract', SECTION_TITLES['netOtherIncome']);
+        }
+        // Net Income = EBIT + Net Other Income
+        const ebit = calculatedSections['earningsBeforeInterestAndTax'];
+        const netOtherIncome = calculatedSections['netOtherIncome'];
+        if (ebit != null && netOtherIncome != null) {
+            calculatedSections['netIncome'] = computeCalculatedSection(ebit.classTotals, netOtherIncome.classTotals, ebit.sectionTotal, netOtherIncome.sectionTotal, 'add', SECTION_TITLES['netIncome']);
+        }
+    }
+    // Build synthetic header COABalances for rendering class names as column headers
+    const headerBalances = buildHeaderBalances(classColumns, filter.timeframe, selectedPeriod);
+    return {
+        reportId,
+        reportTitle: 'Profit and Loss by Class',
+        firstMonthOfFY: profitAndLossClassesViewState.firstMonthOfFY,
+        fetchState: fetchState.fetchState,
+        bookCloseDate: profitAndLossClassesViewState.bookCloseDate,
+        dataAvailable: profitAndLossClassesViewState.dataAvailable,
+        selectedPeriod,
+        classColumns,
+        sections,
+        calculatedSections,
+        idsInOrder: exports.profitAndLossHorizontalIdsInOrder,
+        uiState: profitAndLossClassesViewState.uiState,
+        headerBalances,
+    };
+};
+exports.getProfitAndLossClassesHorizontalView = getProfitAndLossClassesHorizontalView;
+/**
+ * Build column definitions from class hierarchy (top-level classes only).
+ */
+function buildClassColumns(classHierarchy, classesToFilterOut) {
+    return classHierarchy
+        .filter((c) => !classesToFilterOut.some((filteredId) => filteredId[0] === c.classId[0]))
+        .map((c) => ({
+        classId: c.classId[0],
+        className: c.className,
+        nestedClassId: c.classId,
+        qboId: c.qboId,
+    }));
+}
+/**
+ * Pivot a section from class→account→balances to account→class→balance (single period).
+ */
+function pivotSectionToHorizontal(section, classColumns, title) {
+    // Map: accountId -> { accountName, classId -> balance }
+    const accountMap = new Map();
+    // Also track class totals
+    const classTotalMap = new Map();
+    classColumns.forEach((col) => classTotalMap.set(col.classId, 0));
+    // Iterate over each class in the section
+    section.classes.forEach((classReport) => {
+        const classId = classReport.id[0];
+        // Only process classes that are in our columns
+        if (!classColumns.some((col) => col.classId === classId)) {
+            return;
+        }
+        // Sum all sliced period balances (same slice as vertical columns; multi-period = range total)
+        const classBalance = sumBalancesInSlice(classReport.childrenBalancesTotal.balances);
+        classTotalMap.set(classId, classBalance);
+        // Iterate through accounts in this class
+        collectAccountsFromClass(classReport, classId, accountMap);
+    });
+    // Build account rows
+    const accounts = [];
+    accountMap.forEach((accountData, accountId) => {
+        const classBalances = classColumns.map((col) => ({
+            classId: col.classId,
+            balance: (0, amount_1.toAmountWC)(accountData.classBalances.get(col.classId) ?? 0, DEFAULT_CURRENCY),
+        }));
+        const rowTotal = classBalances.reduce((sum, cb) => sum + cb.balance.amount, 0);
+        accounts.push({
+            accountId,
+            accountName: accountData.accountName,
+            classBalances,
+            rowTotal: (0, amount_1.toAmountWC)(rowTotal, DEFAULT_CURRENCY),
+        });
+    });
+    // Build class totals
+    const classTotals = classColumns.map((col) => ({
+        classId: col.classId,
+        balance: (0, amount_1.toAmountWC)(classTotalMap.get(col.classId) ?? 0, DEFAULT_CURRENCY),
+    }));
+    const sectionTotal = classTotals.reduce((sum, ct) => sum + ct.balance.amount, 0);
+    return {
+        title,
+        accounts,
+        classTotals,
+        sectionTotal: (0, amount_1.toAmountWC)(sectionTotal, DEFAULT_CURRENCY),
+    };
+}
+/**
+ * Recursively collect account balances from a NestedClassReportV2 into accountMap.
+ */
+function collectAccountsFromClass(classReport, classId, accountMap) {
+    // Process accounts directly on this class
+    classReport.class.accounts.forEach((nestedAccount) => {
+        collectAccountsFromNestedAccount(nestedAccount, classId, accountMap);
+    });
+}
+/**
+ * Recursively collect accounts from NestedAccountReport (handles sub-accounts).
+ */
+function collectAccountsFromNestedAccount(nestedAccount, classId, accountMap) {
+    const accountId = nestedAccount.account.accountId;
+    const accountName = nestedAccount.account.accountName;
+    const balance = sumBalancesInSlice(nestedAccount.account.balancesInTimeframe.balances);
+    if (!accountMap.has(accountId)) {
+        accountMap.set(accountId, {
+            accountName,
+            classBalances: new Map(),
+        });
+    }
+    const accountData = accountMap.get(accountId);
+    if (accountData == null) {
+        return;
+    }
+    const existing = accountData.classBalances.get(classId) ?? 0;
+    accountData.classBalances.set(classId, existing + balance);
+    // Process sub-accounts
+    nestedAccount.children.forEach((child) => {
+        collectAccountsFromNestedAccount(child, classId, accountMap);
+    });
+}
+/**
+ * Total amount for the current report slice. `balances` is already narrowed by
+ * `getCOABalances` / `sliceCOABalances` to the selected range; summing matches
+ * multi-period selections and avoids mismatches when `thisPeriod` does not
+ * align with a row (e.g. slice fallback) or when several period rows are shown.
+ */
+function sumBalancesInSlice(balances) {
+    let sum = 0;
+    for (const bal of balances) {
+        const b = bal;
+        sum += b.balance?.amount ?? 0;
+    }
+    return sum;
+}
+/**
+ * Compute a calculated section by adding or subtracting two sets of class totals.
+ */
+function computeCalculatedSection(aTotals, bTotals, aTotal, bTotal, operation, title) {
+    const classTotals = aTotals.map((a) => {
+        const bMatch = bTotals.find((b) => b.classId === a.classId);
+        const bAmount = bMatch?.balance.amount ?? 0;
+        const resultAmount = operation === 'add'
+            ? a.balance.amount + bAmount
+            : a.balance.amount - bAmount;
+        return {
+            classId: a.classId,
+            balance: (0, amount_1.toAmountWC)(resultAmount, DEFAULT_CURRENCY),
+        };
+    });
+    const sectionTotalAmount = operation === 'add'
+        ? aTotal.amount + bTotal.amount
+        : aTotal.amount - bTotal.amount;
+    return {
+        title,
+        classTotals,
+        sectionTotal: (0, amount_1.toAmountWC)(sectionTotalAmount, DEFAULT_CURRENCY),
+    };
+}
+/**
+ * Build synthetic COABalance array for header rendering.
+ * One entry per class column + one for "Total".
+ */
+function buildHeaderBalances(classColumns, timeframe, selectedPeriod) {
+    if (selectedPeriod == null) {
+        return [];
+    }
+    const { endDate, startDate } = selectedPeriod;
+    const balances = classColumns.map((col) => ({
+        balance: (0, amount_1.toAmountWC)(0, DEFAULT_CURRENCY),
+        balanceTimeFrame: timeframe,
+        endDate,
+        startDate,
+        type: 'default',
+        label: col.className,
+    }));
+    // Add a "Total" column
+    balances.push({
+        balance: (0, amount_1.toAmountWC)(0, DEFAULT_CURRENCY),
+        balanceTimeFrame: timeframe,
+        endDate,
+        startDate,
+        type: 'default',
+        label: 'Total',
+    });
+    return balances;
+}
+function reduceFetchState(fetchStateList) {
+    const isAnyProgress = fetchStateList.some((s) => s.fetchState === 'In-Progress');
+    const isAllCompleted = fetchStateList.every((s) => s.fetchState === 'Completed');
+    const isAnyError = fetchStateList.some((s) => s.fetchState === 'Error');
+    const error = fetchStateList.find((s) => s.error != null)?.error;
+    let fetchState = 'Not-Started';
+    if (isAnyProgress) {
+        fetchState = 'In-Progress';
+    }
+    else if (isAllCompleted) {
+        fetchState = 'Completed';
+    }
+    else if (isAnyError) {
+        fetchState = 'Error';
+    }
+    return { fetchState, error };
+}

package/lib/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelectorTypes.d.ts

@@ -0,0 +1,57 @@
+import { Amount } from '../../commonStateTypes/amount';
+import { NestedClassID } from '../../commonStateTypes/classesView/nestedClassID';
+import { COABalance } from '../../commonStateTypes/coaBalance/coaBalance';
+import { FetchState, ID } from '../../commonStateTypes/common';
+import { DataAvailable } from '../../commonStateTypes/dataAvailable';
+import { Month } from '../../commonStateTypes/timePeriod';
+import { ReportID } from '../../commonStateTypes/viewAndReport/viewAndReport';
+import { ZeniDate } from '../../zeniDayJS';
+import { PandLReportViewCalculatedSectionID, PandLReportViewSectionID } from './profitAndLossClassesViewSelectorTypes';
+import { ProfitAndLossClassesViewUIState } from './profitAndLossClassesViewState';
+export interface ClassColumnDefinition {
+    classId: string;
+    className: string;
+    nestedClassId: NestedClassID;
+    qboId?: ID;
+}
+export interface HorizontalClassBalance {
+    balance: Amount;
+    classId: string;
+}
+export interface HorizontalAccountRow {
+    accountId: string;
+    accountName: string;
+    classBalances: HorizontalClassBalance[];
+    rowTotal: Amount;
+}
+export interface HorizontalSectionReport {
+    accounts: HorizontalAccountRow[];
+    classTotals: HorizontalClassBalance[];
+    sectionTotal: Amount;
+    title: string;
+}
+export interface HorizontalCalculatedSection {
+    classTotals: HorizontalClassBalance[];
+    sectionTotal: Amount;
+    title: string;
+}
+export interface ProfitAndLossByClassHorizontalReport {
+    calculatedSections: Partial<Record<PandLReportViewCalculatedSectionID, HorizontalCalculatedSection>>;
+    classColumns: ClassColumnDefinition[];
+    fetchState: FetchState;
+    firstMonthOfFY: Month;
+    /** Synthetic COABalance array for header rendering — one per class column + total */
+    headerBalances: COABalance[];
+    idsInOrder: (PandLReportViewSectionID | PandLReportViewCalculatedSectionID)[];
+    reportId: ReportID;
+    reportTitle: string;
+    sections: Partial<Record<PandLReportViewSectionID, HorizontalSectionReport>>;
+    selectedPeriod: {
+        endDate: ZeniDate;
+        startDate: ZeniDate;
+        label?: string;
+    } | undefined;
+    uiState: ProfitAndLossClassesViewUIState;
+    bookCloseDate?: ZeniDate;
+    dataAvailable?: DataAvailable;
+}

package/lib/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelectorTypes.js

@@ -0,0 +1,2 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });

package/lib/view/profitAndLossClassesView/profitAndLossClassesViewReducer.d.ts

@@ -2,7 +2,7 @@ import { NestedClassID } from '../../commonStateTypes/classesView/nestedClassID'
 import { AccountViewMode, ID } from '../../commonStateTypes/common';
 import { ZeniAPIStatus, ZeniReportData } from '../../responsePayload';
 import { ProfitAndLossClassesViewPayload } from './profitAndLossClassesViewPayload';
-import { ProfitAndLossClassesViewState } from './profitAndLossClassesViewState';
+import { ClassViewLayout, ProfitAndLossClassesViewState } from './profitAndLossClassesViewState';
 export declare const initialState: ProfitAndLossClassesViewState;
 export declare const fetchProfitAndLossClassesView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[cacheOverride?: boolean | undefined], {
     cacheOverride: boolean;
@@ -30,6 +30,8 @@ export declare const fetchProfitAndLossClassesView: import("@reduxjs/toolkit").A
     };
 }, "profitAndLossClassesView/updateProfitAndLossClassesViewUIState">, updateAccountViewMode: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     viewMode: AccountViewMode;
-}, "profitAndLossClassesView/updateAccountViewMode">, resetProfitAndLossClassesNodeCollapseState: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"profitAndLossClassesView/resetProfitAndLossClassesNodeCollapseState">, clearProfitAndLossClassesView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"profitAndLossClassesView/clearProfitAndLossClassesView">;
+}, "profitAndLossClassesView/updateAccountViewMode">, updateClassViewLayout: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    classViewLayout: ClassViewLayout;
+}, "profitAndLossClassesView/updateClassViewLayout">, resetProfitAndLossClassesNodeCollapseState: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"profitAndLossClassesView/resetProfitAndLossClassesNodeCollapseState">, clearProfitAndLossClassesView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"profitAndLossClassesView/clearProfitAndLossClassesView">;
 declare const _default: import("redux").Reducer<ProfitAndLossClassesViewState>;
 export default _default;

package/lib/view/profitAndLossClassesView/profitAndLossClassesViewReducer.js

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.clearProfitAndLossClassesView = exports.resetProfitAndLossClassesNodeCollapseState = exports.updateAccountViewMode = exports.updateProfitAndLossClassesViewUIState = exports.updateClassesToFilterOut = exports.updateProfitAndLossForTimeframeClassesViewFailure = exports.updateProfitAndLossForTimeframeClassesView = exports.fetchProfitAndLossForTimeframeClassesView = exports.fetchProfitAndLossClassesView = exports.initialState = void 0;
+exports.clearProfitAndLossClassesView = exports.resetProfitAndLossClassesNodeCollapseState = exports.updateClassViewLayout = exports.updateAccountViewMode = exports.updateProfitAndLossClassesViewUIState = exports.updateClassesToFilterOut = exports.updateProfitAndLossForTimeframeClassesViewFailure = exports.updateProfitAndLossForTimeframeClassesView = exports.fetchProfitAndLossForTimeframeClassesView = exports.fetchProfitAndLossClassesView = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const viewAndReportPayloadv2_1 = require("../../commonPayloadTypes/v2/viewAndReportPayloadv2");
 const getNestedClassIDHierarchyForReport_1 = require("../../commonStateTypes/classesView/getNestedClassIDHierarchyForReport");
@@ -27,6 +27,7 @@ exports.initialState = {
         nodeCollapseState: {},
         scrollPosition: undefined,
         accountViewMode: 'account_group',
+        classViewLayout: 'vertical',
         classesToFilterOut: [],
     },
     firstMonthOfFY: 1,
@@ -98,6 +99,9 @@ const profitAndLossClassesView = (0, toolkit_1.createSlice)({
         updateAccountViewMode(draft, action) {
             draft.uiState.accountViewMode = action.payload.viewMode;
         },
+        updateClassViewLayout(draft, action) {
+            draft.uiState.classViewLayout = action.payload.classViewLayout;
+        },
         resetProfitAndLossClassesNodeCollapseState(draft) {
             draft.uiState.nodeCollapseState = {};
         },
@@ -106,7 +110,7 @@ const profitAndLossClassesView = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = profitAndLossClassesView.actions, exports.fetchProfitAndLossClassesView = _a.fetchProfitAndLossClassesView, exports.fetchProfitAndLossForTimeframeClassesView = _a.fetchProfitAndLossForTimeframeClassesView, exports.updateProfitAndLossForTimeframeClassesView = _a.updateProfitAndLossForTimeframeClassesView, exports.updateProfitAndLossForTimeframeClassesViewFailure = _a.updateProfitAndLossForTimeframeClassesViewFailure, exports.updateClassesToFilterOut = _a.updateClassesToFilterOut, exports.updateProfitAndLossClassesViewUIState = _a.updateProfitAndLossClassesViewUIState, exports.updateAccountViewMode = _a.updateAccountViewMode, exports.resetProfitAndLossClassesNodeCollapseState = _a.resetProfitAndLossClassesNodeCollapseState, exports.clearProfitAndLossClassesView = _a.clearProfitAndLossClassesView;
+_a = profitAndLossClassesView.actions, exports.fetchProfitAndLossClassesView = _a.fetchProfitAndLossClassesView, exports.fetchProfitAndLossForTimeframeClassesView = _a.fetchProfitAndLossForTimeframeClassesView, exports.updateProfitAndLossForTimeframeClassesView = _a.updateProfitAndLossForTimeframeClassesView, exports.updateProfitAndLossForTimeframeClassesViewFailure = _a.updateProfitAndLossForTimeframeClassesViewFailure, exports.updateClassesToFilterOut = _a.updateClassesToFilterOut, exports.updateProfitAndLossClassesViewUIState = _a.updateProfitAndLossClassesViewUIState, exports.updateAccountViewMode = _a.updateAccountViewMode, exports.updateClassViewLayout = _a.updateClassViewLayout, exports.resetProfitAndLossClassesNodeCollapseState = _a.resetProfitAndLossClassesNodeCollapseState, exports.clearProfitAndLossClassesView = _a.clearProfitAndLossClassesView;
 exports.default = profitAndLossClassesView.reducer;
 const doUpdatedProfitAndLossClassesView = (draft, timeframe, pandLReport) => {
     const report = (0, viewAndReportPayloadv2_1.mapReportPayloadV2ToReportV2)(pandLReport.report);

package/lib/view/profitAndLossClassesView/profitAndLossClassesViewState.d.ts

@@ -1,9 +1,11 @@
 import { NestedClassHierarchyForReport, NestedClassID } from '../../commonStateTypes/classesView/nestedClassID';
 import { AccountViewMode, FetchStateAndError, ID } from '../../commonStateTypes/common';
 import { Report } from '../../commonStateTypes/viewAndReport/viewAndReport';
+export type ClassViewLayout = 'vertical' | 'horizontal';
 export interface ProfitAndLossClassesViewUIState {
     accountViewMode: AccountViewMode;
     classesToFilterOut: NestedClassID[];
+    classViewLayout: ClassViewLayout;
     nodeCollapseState: Record<ID, boolean>;
     scrollPosition: {
         scrollTop: number;

package/lib/view/taskManager/taskDetailView/taskDetailSelector.js

@@ -116,7 +116,7 @@ exports.allTaskPriority = [
     },
     {
         code: 'medium',
-        name: 'Normal',
+        name: 'Medium',
     },
     {
         code: 'low',

package/lib/zeniAPI.js

@@ -82,8 +82,6 @@ class ZeniAPIClient {
         return (0, rxjs_1.from)(promise);
     }
     postFormData(restEndPoint, formData, signal) {
-        // Use apiHeaders for auth headers, then remove Content-Type
-        // so the browser sets multipart/form-data with the correct boundary
         // eslint-disable-next-line @typescript-eslint/no-unused-vars
         const { 'Content-Type': _contentType, ...headers } = this.apiHeaders();
         const promise = (0, cross_fetch_1.fetch)(restEndPoint, {

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "4.19.89",
+  "version": "4.19.90-beta0ND",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",