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

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

@@ -1,8 +1,11 @@
 import orderBy from 'lodash/orderBy';
 import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { getCurrentTenant } from '../../../entity/tenant/tenantSelector';
-import { getSupportedTransactionsByIds } from '../../../entity/transaction/transactionSelector';
+import { getSupportedTransactionById, getSupportedTransactionsByIds, } from '../../../entity/transaction/transactionSelector';
+import { isBatchListStatusCompleted } from '../payload/missingReceiptsPayload';
+import { getCompletedTransactionsCacheKey } from '../reducers/missingReceiptsViewReducer';
 import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
+import { isUnmatchedTabFileStatus, } from '../types/missingReceiptsViewState';
 export function getExpenseAutomationMissingReceiptsView(state) {
     const { expenseAutomationMissingReceiptsViewState, expenseAutomationViewState, transactionState, monthEndCloseChecksState, } = state;
     const currentTenant = getCurrentTenant(state);
@@ -47,6 +50,131 @@ export function getExpenseAutomationMissingReceiptsView(state) {
     const completionStatus = missingReceiptsCompletionStatus != null
         ? missingReceiptsCompletionStatus
         : 'incomplete';
+    const { bulkUpload, pendingMissingReceiptsTabNavigation } = expenseAutomationMissingReceiptsViewState;
+    const currentBatchStatus = bulkUpload.currentBatchId != null
+        ? bulkUpload.batchStatusById[bulkUpload.currentBatchId]
+        : undefined;
+    const batchList = monthYearPeriodId != null
+        ? (bulkUpload.batchListByPeriod[monthYearPeriodId] ?? [])
+        : [];
+    /**
+     * Primary "Unmatched" batch = first completed batch in platform list order, preferring the
+     * first batch that still has possible_matches/no_match work when any completed batch has such work.
+     * Batches without details yet: wait if the list row still reports unmatched work; otherwise skip
+     * so we do not block the whole tab while other rows are not fetched yet.
+     */
+    const primaryBatchIdFromDetailsOrder = getPrimaryBatchIdFromBatchListOrder(batchList, bulkUpload.batchDetailsById, bulkUpload.failedBatchDetailIds);
+    /**
+     * During upload/matching, prefer `currentBatchId` only when its batch details are loaded,
+     * completed, and still have unmatched-tab work. Otherwise keep `primaryBatchIdFromDetailsOrder`.
+     *
+     * If we pinned to `currentBatchId` as soon as it was absent from the batch list (in-flight
+     * upload), details are often not loaded yet — `unmatchedFiles` would empty while older batches
+     * moved to "past", so the primary "Unmatched Receipts" section vanished during auto-matching.
+     */
+    const unmatchedSectionBatchId = (() => {
+        const phase = bulkUpload.phase;
+        if (phase !== 'matching' && phase !== 'uploading') {
+            return primaryBatchIdFromDetailsOrder;
+        }
+        const currentId = bulkUpload.currentBatchId;
+        if (currentId == null) {
+            return primaryBatchIdFromDetailsOrder;
+        }
+        const currentDetails = bulkUpload.batchDetailsById[currentId];
+        if (currentDetails != null &&
+            currentDetails.status === 'completed' &&
+            batchDetailsHasUnmatchedWork(currentDetails)) {
+            return currentId;
+        }
+        return primaryBatchIdFromDetailsOrder;
+    })();
+    const completedBatchesInApiOrder = batchList.filter((batchListItem) => isBatchListStatusCompleted(batchListItem.status));
+    const currentBatchDetails = unmatchedSectionBatchId != null
+        ? bulkUpload.batchDetailsById[unmatchedSectionBatchId]
+        : undefined;
+    const resolvedFiles = currentBatchDetails?.files.map((file) => resolveBatchFile(file, currentBatchDetails.batchId, transactionState));
+    const failedIds = new Set(bulkUpload.failedBatchDetailIds);
+    const hasMoreBatchDetails = completedBatchesInApiOrder.some((batchListItem) => bulkUpload.batchDetailsById[batchListItem.batchId] == null &&
+        !failedIds.has(batchListItem.batchId));
+    const getSortValue = (file) => {
+        const matchedTransaction = file.matchedTransaction;
+        if (matchedTransaction == null) {
+            return null;
+        }
+        switch (bulkUpload.sortKey) {
+            case 'vendor':
+                return ((matchedTransaction.vendorName ?? matchedTransaction.description)?.toLowerCase() ?? null);
+            case 'category': {
+                const line = matchedTransaction.lines?.[0];
+                return line?.account?.accountName?.toLowerCase() ?? null;
+            }
+            case 'class': {
+                const line = matchedTransaction.lines?.[0];
+                return line?.class?.className?.toLowerCase() ?? null;
+            }
+            case 'date':
+                return matchedTransaction.date.valueOf();
+            case 'amount':
+                return matchedTransaction.amount.amount;
+            default:
+                return null;
+        }
+    };
+    const bulkUploadSortDirection = bulkUpload.sortOrder === 'ascending' ? 'asc' : 'desc';
+    const matchedFiles = orderBy(resolvedFiles?.filter((resolvedFile) => resolvedFile.status === 'exact_match') ?? [], getSortValue, bulkUploadSortDirection);
+    const unmatchedFiles = orderBy(resolvedFiles?.filter((resolvedFile) => isUnmatchedTabFileStatus(resolvedFile.status)) ?? [], getSortValue, bulkUploadSortDirection);
+    const progress = currentBatchStatus != null
+        ? {
+            ...currentBatchStatus.progress,
+            percentage: currentBatchStatus.progress.total > 0
+                ? Math.round((currentBatchStatus.progress.processed /
+                    currentBatchStatus.progress.total) *
+                    100)
+                : 0,
+        }
+        : { total: 0, processed: 0, percentage: 0 };
+    const batchListFetchState = bulkUpload.batchListFetchState;
+    /**
+     * When primary batch is not resolved yet, still aggregate unmatched files from every batch
+     * that has details loaded (otherwise past is empty and receipts vanish from the UI).
+     */
+    const pastBatches = unmatchedSectionBatchId != null
+        ? batchList.filter((batchListItem) => batchListItem.batchId !== unmatchedSectionBatchId)
+        : batchList;
+    const pastUnmatchedFiles = pastBatches.flatMap((pastBatch) => {
+        const details = bulkUpload.batchDetailsById[pastBatch.batchId];
+        if (details == null) {
+            return [];
+        }
+        return details.files
+            .filter((batchFile) => isUnmatchedTabFileStatus(batchFile.status))
+            .map((batchFile) => resolveBatchFile(batchFile, pastBatch.batchId, transactionState));
+    });
+    const completedTransactionsCacheKey = monthYearPeriodId != null
+        ? getCompletedTransactionsCacheKey(monthYearPeriodId, bulkUpload.sortKey, bulkUpload.sortOrder, bulkUpload.completedSubTab)
+        : undefined;
+    const completedTransactionsForPeriod = completedTransactionsCacheKey != null
+        ? bulkUpload.completedTransactionsByPeriod[completedTransactionsCacheKey]
+        : undefined;
+    const completedTransactionIds = completedTransactionsForPeriod?.transactionIds ?? [];
+    const resolvedCompletedTransactions = getSupportedTransactionsByIds(transactionState, completedTransactionIds);
+    const resolvedBatchDetails = currentBatchDetails != null && resolvedFiles != null
+        ? {
+            batchId: currentBatchDetails.batchId,
+            createdAt: currentBatchDetails.createdAt,
+            files: resolvedFiles,
+            status: currentBatchDetails.status,
+            summary: currentBatchDetails.summary,
+        }
+        : undefined;
+    const manualSearchResults = bulkUpload.manualSearch.results.map((result) => {
+        const transaction = getSupportedTransactionById(transactionState, result.transactionId);
+        return {
+            ...result,
+            vendorLogo: result.vendorLogo ?? transaction?.logo?.href,
+        };
+    });
     return {
         fetchState,
         error,
@@ -55,5 +183,120 @@ export function getExpenseAutomationMissingReceiptsView(state) {
         refreshStatus,
         transactions: sortedTransactions,
         completionStatus,
+        pendingMissingReceiptsTabNavigation: pendingMissingReceiptsTabNavigation ?? null,
+        bulkUpload: {
+            phase: bulkUpload.phase,
+            uploadStatus: bulkUpload.uploadStatus,
+            batchStatus: currentBatchStatus,
+            batchDetails: resolvedBatchDetails,
+            completedSubTab: bulkUpload.completedSubTab,
+            completedTransactions: {
+                fetchState: completedTransactionsForPeriod?.fetchState ?? {
+                    fetchState: 'Not-Started',
+                    error: undefined,
+                },
+                nextPageToken: completedTransactionsForPeriod?.nextPageToken ?? null,
+                totalCount: completedTransactionsForPeriod?.totalCount ?? 0,
+                transactions: resolvedCompletedTransactions,
+            },
+            matchedFiles,
+            unmatchedFiles,
+            progress,
+            currentResultsTab: bulkUpload.currentResultsTab,
+            sortKey: bulkUpload.sortKey,
+            sortOrder: bulkUpload.sortOrder,
+            batchList,
+            batchListFetchState,
+            pastBatches,
+            pastUnmatchedFiles,
+            confirmMatchStatus: bulkUpload.confirmMatchStatus,
+            manualSearchUiResetKey: bulkUpload.manualSearchUiResetKey,
+            hasMoreBatchDetails,
+            batchDetailsPaginationState: bulkUpload.batchDetailsPaginationState,
+            manualSearch: {
+                ...bulkUpload.manualSearch,
+                results: manualSearchResults,
+            },
+            uploadProgress: bulkUpload.uploadProgress,
+        },
+    };
+}
+function batchDetailsHasUnmatchedWork(details) {
+    return details.files.some((file) => isUnmatchedTabFileStatus(file.status));
+}
+/** List row summary before batch details load — aligns with unmatched / possible-match work. */
+function batchListItemHasUnmatchedWork(batch) {
+    return batch.noMatchCount > 0 || batch.possibleMatchesCount > 0;
+}
+/**
+ * `batchList` must match platform order (same sequence as the bulk-upload batches API). Picks the
+ * primary batch for the top "Unmatched" section. Skips failed detail fetches.
+ *
+ * If details are not loaded for an earlier list row but that row reports no unmatched work, we
+ * skip it so later rows with loaded details can be primary (avoids an empty tab when the first
+ * fetch page only loaded later batches). If the list reports unmatched work but details are still
+ * loading, we wait (undefined) so primary order stays correct once details arrive.
+ */
+function getPrimaryBatchIdFromBatchListOrder(batchListInPlatformOrder, batchDetailsById, failedBatchDetailIds) {
+    const failedIds = new Set(failedBatchDetailIds);
+    const anyCompletedBatchHasUnmatchedWork = batchListInPlatformOrder.some((batch) => {
+        if (failedIds.has(batch.batchId)) {
+            return false;
+        }
+        const details = batchDetailsById[batch.batchId];
+        if (details != null &&
+            details.status === 'completed' &&
+            batchDetailsHasUnmatchedWork(details)) {
+            return true;
+        }
+        return details == null && batchListItemHasUnmatchedWork(batch);
+    });
+    for (const batch of batchListInPlatformOrder) {
+        if (failedIds.has(batch.batchId)) {
+            continue;
+        }
+        const details = batchDetailsById[batch.batchId];
+        if (details == null) {
+            if (batchListItemHasUnmatchedWork(batch)) {
+                return undefined;
+            }
+            continue;
+        }
+        if (details.status !== 'completed') {
+            continue;
+        }
+        if (anyCompletedBatchHasUnmatchedWork) {
+            if (batchDetailsHasUnmatchedWork(details)) {
+                return batch.batchId;
+            }
+            continue;
+        }
+        return batch.batchId;
+    }
+    return undefined;
+}
+function resolveBatchFile(file, batchId, transactionState) {
+    const matchedTransaction = file.matchedTransactionId != null
+        ? getSupportedTransactionById(transactionState, file.matchedTransactionId)
+        : undefined;
+    const candidates = file.candidates
+        ?.map((ref) => {
+        const transaction = getSupportedTransactionById(transactionState, ref.transactionId);
+        return transaction != null
+            ? { transaction, matchScore: ref.matchScore }
+            : undefined;
+    })
+        .filter((candidate) => candidate != null);
+    return {
+        attachmentId: file.attachmentId,
+        batchId,
+        fileDownloadUrl: file.fileDownloadUrl,
+        fileId: file.fileId,
+        filename: file.filename,
+        filePreviewUrl: file.filePreviewUrl,
+        status: file.status,
+        matchedTransaction,
+        candidates: candidates != null && candidates.length > 0 ? candidates : undefined,
+        matchSource: file.matchSource,
     };
 }

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

@@ -10,7 +10,7 @@ import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes
 export function getExpenseAutomationTransactionView(state) {
     const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, transactionState, monthEndCloseChecksState, } = state;
     const { selectedTransactionCategorizationTab } = expenseAutomationTransactionsViewState;
-    const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, selectedTransactionId, selectedTransactionLineId, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
+    const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, uploadReceiptStatusById, selectedTransactionId, selectedTransactionLineId, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
     const uncategorizedIncomeExpense = getUncategorizedAccounts(accountState, accountListState, 'accountList');
     const accountList = getAccountList(accountState, accountListState, 'accountList');
     const classList = getClassList(classState, classListState);
@@ -94,6 +94,7 @@ export function getExpenseAutomationTransactionView(state) {
         completionStatus,
         totalCountByTab,
         fetchStateByTransactionTabs: fetchStateByTab,
+        uploadReceiptStatusById,
         selectedTransactionId,
         selectedTransactionLineId,
     };

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

@@ -7,3 +7,47 @@ const MISSING_RECEIPTS_SORT_KEYS = [
     'amount',
 ];
 export const toMissingReceiptsSortKey = (v) => stringToUnion(v, MISSING_RECEIPTS_SORT_KEYS);
+// -- Bulk Receipt Upload Types --
+/**
+ * Minimum trimmed query length before manual-match search calls the expense-automation API.
+ * Kept in sync with `ManualSearchInput` in web-components (fires search only when length ≥ this).
+ */
+export const MIN_MANUAL_TRANSACTION_SEARCH_LENGTH = 2;
+const BATCH_STATUS_VALUES = ['pending', 'processing', 'completed'];
+export const toBatchStatusValue = (v) => stringToUnion(v.trim().toLowerCase(), BATCH_STATUS_VALUES);
+/** Canonical batch file statuses (API ingress may use aliases; see `parseBatchFileStatus`). */
+export const BATCH_FILE_STATUSES = [
+    'exact_match',
+    'possible_matches',
+    'no_match',
+    'failed',
+];
+export const toBatchFileStatus = (v) => stringToUnion(v.trim().toLowerCase().replace(/-/g, '_'), BATCH_FILE_STATUSES);
+const UNMATCHED_TAB_FILE_STATUSES = ['possible_matches', 'no_match'];
+/** True for files that belong in the Unmatched tab (possible matches or no match). */
+export function isUnmatchedTabFileStatus(status) {
+    return UNMATCHED_TAB_FILE_STATUSES.includes(status);
+}
+const BULK_UPLOAD_PHASES = [
+    'idle',
+    'uploading',
+    'matching',
+    'completed',
+];
+export const toBulkUploadPhase = (v) => stringToUnion(v.trim().toLowerCase(), BULK_UPLOAD_PHASES);
+const BULK_UPLOAD_RESULTS_TABS = ['completed', 'unmatched'];
+export const toBulkUploadResultsTab = (v) => stringToUnion(v.trim().toLowerCase(), BULK_UPLOAD_RESULTS_TABS);
+const MISSING_RECEIPTS_TABS = ['missing', 'completed', 'unmatched'];
+export const toMissingReceiptsTab = (v) => stringToUnion(v.trim().toLowerCase(), MISSING_RECEIPTS_TABS);
+const COMPLETED_SUB_TABS = ['all', 'ai_accountant', 'manual'];
+export const toCompletedSubTab = (v) => stringToUnion(v.trim().toLowerCase(), COMPLETED_SUB_TABS);
+const MATCH_SOURCES = ['ai', 'manual'];
+export const toMatchSource = (v) => stringToUnion(v.trim().toLowerCase(), MATCH_SOURCES);
+const BULK_UPLOAD_SORT_KEYS = [
+    'amount',
+    'category',
+    'class',
+    'date',
+    'vendor',
+];
+export const toBulkUploadSortKey = (v) => stringToUnion(v.trim().toLowerCase(), BULK_UPLOAD_SORT_KEYS);

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

@@ -4,10 +4,11 @@ const TRANSACTIONS_SORT_KEYS = [
     'vendor',
     'amount',
     'transaction_type',
+    'payment_account',
     'date',
     'category',
     'class',
-    'memo',
+    'memo_and_receipt',
 ];
 export const toTransactionsSortKey = (v) => stringToUnion(v, TRANSACTIONS_SORT_KEYS);
 export const TRANSACTIONS_TABS = ['review', 'autoCategorized'];

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

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

package/lib/esm/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector.js

@@ -0,0 +1,281 @@
+import { toAmountWC } from '../../commonStateTypes/amount';
+import { getSectionClassesViewReport } from '../../entity/sectionClassesViewV2/sectionClassesViewSelector';
+import { ALL_PANDL_REPORT_VIEW_SECTION_IDS, } from './profitAndLossClassesViewSelectorTypes';
+const DEFAULT_CURRENCY = { currencyCode: 'USD', currencySymbol: '$' };
+export const 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',
+};
+export 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 = {};
+        ALL_PANDL_REPORT_VIEW_SECTION_IDS.forEach((sectionId) => {
+            sectionReports[sectionId] = 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: profitAndLossHorizontalIdsInOrder,
+        uiState: profitAndLossClassesViewState.uiState,
+        headerBalances,
+    };
+};
+/**
+ * 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: 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: toAmountWC(rowTotal, DEFAULT_CURRENCY),
+        });
+    });
+    // Build class totals
+    const classTotals = classColumns.map((col) => ({
+        classId: col.classId,
+        balance: toAmountWC(classTotalMap.get(col.classId) ?? 0, DEFAULT_CURRENCY),
+    }));
+    const sectionTotal = classTotals.reduce((sum, ct) => sum + ct.balance.amount, 0);
+    return {
+        title,
+        accounts,
+        classTotals,
+        sectionTotal: 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: toAmountWC(resultAmount, DEFAULT_CURRENCY),
+        };
+    });
+    const sectionTotalAmount = operation === 'add'
+        ? aTotal.amount + bTotal.amount
+        : aTotal.amount - bTotal.amount;
+    return {
+        title,
+        classTotals,
+        sectionTotal: 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: toAmountWC(0, DEFAULT_CURRENCY),
+        balanceTimeFrame: timeframe,
+        endDate,
+        startDate,
+        type: 'default',
+        label: col.className,
+    }));
+    // Add a "Total" column
+    balances.push({
+        balance: 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/esm/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelectorTypes.js

@@ -0,0 +1 @@
+export {};