@zeniai/client-epic-state 4.19.90 → 4.19.91-beta1ND

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 = [
@@ -42,11 +43,11 @@ export const getFinanceStatement = createSelector((state) => state.accountState,
     if (dataAvailable != null) {
         const noFilter = newBalancesFilterForDateRange(firstMonthOfFY, financeStatementState.timeframe, dataAvailable, 'ascending_date', []);
         const profitAndLossForTimeframeTicks = getProfitAndLossReport(noFilter, undefined, accountState, accountGroupState, sectionAccountsViewState, profitAndLossState, forecastState);
-        if (profitAndLossForTimeframeTicks.sections.expenses != null) {
-            balancesInTimeframe =
-                profitAndLossForTimeframeTicks.sections.expenses.balances.length > 0
-                    ? profitAndLossForTimeframeTicks.sections['expenses'].balances
-                    : profitAndLossForTimeframeTicks.sections['income'].balances;
+        const expensesBalances = profitAndLossForTimeframeTicks.sections.expenses?.balances ?? [];
+        const incomeBalances = profitAndLossForTimeframeTicks.sections.income?.balances ?? [];
+        balancesInTimeframe =
+            expensesBalances.length > 0 ? expensesBalances : incomeBalances;
+        if (balancesInTimeframe.length > 0) {
             allTimeframeTicks = balancesInTimeframe.map((balance) => toTimeframeTick(balance));
         }
     }
@@ -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 = getProfitAndLossClassesHorizontalView(classFilter, accountState, classState, sectionsState, profitAndLossClassesViewState, profitAndLossClassesViewState.uiState.classViewLayout === 'horizontal'
+        ? thisPeriod
+        : 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 +1,276 @@
+import { toAmountWC } from '../../commonStateTypes/amount';
+import { reduceFetchStateParallelTimeframes } from '../../commonStateTypes/reduceFetchState';
+import { getSectionClassesViewReport } from '../../entity/sectionClassesViewV2/sectionClassesViewSelector';
+/** If `ProfitAndLossClassesViewState.currency` is unset (e.g. tests). */
+const FALLBACK_REPORT_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',
+};
+/** Sections fetched and pivoted for horizontal layout (excludes e.g. `netOperatingIncome`). */
+const HORIZONTAL_PANDL_SECTION_IDS = [
+    'income',
+    'cogs',
+    'expenses',
+    'otherIncome',
+    'otherExpenses',
+];
+export const getProfitAndLossClassesHorizontalView = (filter, accountState, classState, sectionsState, profitAndLossClassesViewState, selectedPeriod) => {
+    const fetchState = reduceFetchStateParallelTimeframes([
+        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 = {};
+    let reportCurrency = FALLBACK_REPORT_CURRENCY;
+    if (fetchState.fetchState === 'Completed' && selectedPeriod != null) {
+        // Get section reports using existing selector infrastructure
+        const sectionReports = {};
+        HORIZONTAL_PANDL_SECTION_IDS.forEach((sectionId) => {
+            sectionReports[sectionId] = getSectionClassesViewReport(accountState, classState, sectionsState, { reportId, sectionId }, filter);
+        });
+        reportCurrency =
+            profitAndLossClassesViewState.currency ?? FALLBACK_REPORT_CURRENCY;
+        // Pivot each section from class→account to account→class
+        HORIZONTAL_PANDL_SECTION_IDS.forEach((sectionId) => {
+            const sectionReport = sectionReports[sectionId];
+            if (sectionReport != null) {
+                sections[sectionId] = pivotSectionToHorizontal(sectionReport, classColumns, SECTION_TITLES[sectionId] ?? sectionId, reportCurrency);
+            }
+        });
+        // 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, reportCurrency);
+    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) {
+    const filteredIds = new Set(classesToFilterOut.map((id) => id[0]));
+    return classHierarchy
+        .filter((c) => !filteredIds.has(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, currency) {
+    // 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 (!classTotalMap.has(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, currency),
+        }));
+        const rowTotal = classBalances.reduce((sum, cb) => sum + cb.balance.amount, 0);
+        accounts.push({
+            accountId,
+            accountName: accountData.accountName,
+            classBalances,
+            rowTotal: toAmountWC(rowTotal, currency),
+        });
+    });
+    // Build class totals
+    const classTotals = classColumns.map((col) => ({
+        classId: col.classId,
+        balance: toAmountWC(classTotalMap.get(col.classId) ?? 0, currency),
+    }));
+    const sectionTotal = classTotals.reduce((sum, ct) => sum + ct.balance.amount, 0);
+    return {
+        title,
+        accounts,
+        classTotals,
+        sectionTotal: toAmountWC(sectionTotal, 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) {
+        sum += bal.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 currency = {
+        currencyCode: aTotal.currencyCode,
+        currencySymbol: aTotal.currencySymbol,
+    };
+    const bTotalsMap = new Map(bTotals.map((b) => [b.classId, b.balance.amount]));
+    const classTotals = aTotals.map((a) => {
+        const bAmount = bTotalsMap.get(a.classId) ?? 0;
+        const resultAmount = operation === 'add'
+            ? a.balance.amount + bAmount
+            : a.balance.amount - bAmount;
+        return {
+            classId: a.classId,
+            balance: toAmountWC(resultAmount, currency),
+        };
+    });
+    const sectionTotalAmount = operation === 'add'
+        ? aTotal.amount + bTotal.amount
+        : aTotal.amount - bTotal.amount;
+    return {
+        title,
+        classTotals,
+        sectionTotal: toAmountWC(sectionTotalAmount, currency),
+    };
+}
+/**
+ * Build synthetic COABalance array for header rendering.
+ * One entry per class column + one for "Total".
+ */
+function buildHeaderBalances(classColumns, timeframe, selectedPeriod, currency) {
+    if (selectedPeriod == null) {
+        return [];
+    }
+    const { endDate, startDate } = selectedPeriod;
+    const balances = classColumns.map((col) => ({
+        balance: toAmountWC(0, currency),
+        balanceTimeFrame: timeframe,
+        endDate,
+        startDate,
+        type: 'default',
+        label: col.className,
+    }));
+    // Add a "Total" column
+    balances.push({
+        balance: toAmountWC(0, currency),
+        balanceTimeFrame: timeframe,
+        endDate,
+        startDate,
+        type: 'default',
+        label: 'Total',
+    });
+    return balances;
+}

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

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

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

@@ -23,6 +23,7 @@ export const initialState = {
         nodeCollapseState: {},
         scrollPosition: undefined,
         accountViewMode: 'account_group',
+        classViewLayout: 'vertical',
         classesToFilterOut: [],
     },
     firstMonthOfFY: 1,
@@ -94,6 +95,9 @@ const profitAndLossClassesView = createSlice({
         updateAccountViewMode(draft, action) {
             draft.uiState.accountViewMode = action.payload.viewMode;
         },
+        updateClassViewLayout(draft, action) {
+            draft.uiState.classViewLayout = action.payload.classViewLayout;
+        },
         resetProfitAndLossClassesNodeCollapseState(draft) {
             draft.uiState.nodeCollapseState = {};
         },
@@ -102,10 +106,11 @@ const profitAndLossClassesView = createSlice({
         },
     },
 });
-export const { fetchProfitAndLossClassesView, fetchProfitAndLossForTimeframeClassesView, updateProfitAndLossForTimeframeClassesView, updateProfitAndLossForTimeframeClassesViewFailure, updateClassesToFilterOut, updateProfitAndLossClassesViewUIState, updateAccountViewMode, resetProfitAndLossClassesNodeCollapseState, clearProfitAndLossClassesView, } = profitAndLossClassesView.actions;
+export const { fetchProfitAndLossClassesView, fetchProfitAndLossForTimeframeClassesView, updateProfitAndLossForTimeframeClassesView, updateProfitAndLossForTimeframeClassesViewFailure, updateClassesToFilterOut, updateProfitAndLossClassesViewUIState, updateAccountViewMode, updateClassViewLayout, resetProfitAndLossClassesNodeCollapseState, clearProfitAndLossClassesView, } = profitAndLossClassesView.actions;
 export default profitAndLossClassesView.reducer;
 const doUpdatedProfitAndLossClassesView = (draft, timeframe, pandLReport) => {
     const report = mapReportPayloadV2ToReportV2(pandLReport.report);
+    draft.currency = report.currency;
     draft.dataAvailable = report.dataAvailable;
     draft.firstMonthOfFY = report.firstMonthOfFY;
     draft.bookCloseDate = report.bookCloseDate;

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

@@ -1,6 +1,7 @@
 import { getDifferenceOfBalancesGroupedByPeriod } from '../../commonStateTypes/coaBalance/classBalances/getDifferenceOfBalancesGroupedByPeriod';
 import { getSumOfBalancesByGroupedByPeriod } from '../../commonStateTypes/coaBalance/classBalances/getSumOfBalancesGroupedByPeriod';
 import { getCOABalances } from '../../commonStateTypes/coaBalance/coaBalance';
+import { reduceFetchStateParallelTimeframes } from '../../commonStateTypes/reduceFetchState';
 import { getSectionClassesViewReport } from '../../entity/sectionClassesViewV2/sectionClassesViewSelector';
 import { ALL_PANDL_REPORT_VIEW_SECTION_IDS, } from './profitAndLossClassesViewSelectorTypes';
 export const profitAndLossIdsInOrder = [
@@ -15,7 +16,7 @@ export const profitAndLossIdsInOrder = [
     'netIncome',
 ];
 export const getProfitAndLossClassesView = (filter, accountState, classState, sectionsState, profitAndLossClassesViewState) => {
-    const fetchState = reduceFetchState([
+    const fetchState = reduceFetchStateParallelTimeframes([
         profitAndLossClassesViewState.fetchState.month,
         profitAndLossClassesViewState.fetchState.quarter,
         profitAndLossClassesViewState.fetchState.year,
@@ -64,31 +65,3 @@ export const getProfitAndLossClassesView = (filter, accountState, classState, se
         idsInOrder: profitAndLossIdsInOrder,
     };
 };
-function reduceFetchState(fetchStateList) {
-    const isAnyProgress = fetchStateList.reduce((prevValue, currentValue) => {
-        return prevValue === true || currentValue.fetchState === 'In-Progress';
-    }, false);
-    const isAllCompleted = fetchStateList.reduce((prevValue, currentValue) => {
-        return prevValue === true && currentValue.fetchState === 'Completed';
-    }, true);
-    const isAnyError = fetchStateList.reduce((prevValue, currentValue) => {
-        return prevValue === true || currentValue.fetchState === 'Error';
-    }, false);
-    const error = fetchStateList.reduce((prevValue, currentValue) => {
-        return prevValue ?? currentValue.error;
-    }, undefined);
-    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/profitAndLossForTimeframeClassesViewEpic.js

@@ -24,11 +24,13 @@ export const fetchProfitAndLossForTimeframeClassesViewEpic = (actions$, _, zeniA
         .pipe(mergeMap((response) => {
         if (response.data != null && isSuccessResponse(response)) {
             const actions = [];
-            actions.push(updateSectionClassesView(action.payload.timeframe, 'cogs', 'profit_and_loss_by_classes', response.data.report.cogs, response.data.report.classes, response.data.report.accounts, response.data.report.currency));
-            actions.push(updateSectionClassesView(action.payload.timeframe, 'expenses', 'profit_and_loss_by_classes', response.data.report.expenses, response.data.report.classes, response.data.report.accounts, response.data.report.currency));
-            actions.push(updateSectionClassesView(action.payload.timeframe, 'income', 'profit_and_loss_by_classes', response.data.report.income, response.data.report.classes, response.data.report.accounts, response.data.report.currency));
-            actions.push(updateSectionClassesView(action.payload.timeframe, 'otherExpenses', 'profit_and_loss_by_classes', response.data.report.other_expenses, response.data.report.classes, response.data.report.accounts, response.data.report.currency));
-            actions.push(updateSectionClassesView(action.payload.timeframe, 'otherIncome', 'profit_and_loss_by_classes', response.data.report.other_income, response.data.report.classes, response.data.report.accounts, response.data.report.currency));
+            const report = response.data.report;
+            const currency = report.currency;
+            actions.push(updateSectionClassesView(action.payload.timeframe, 'cogs', 'profit_and_loss_by_classes', report.cogs, report.classes, report.accounts, currency));
+            actions.push(updateSectionClassesView(action.payload.timeframe, 'expenses', 'profit_and_loss_by_classes', report.expenses, report.classes, report.accounts, currency));
+            actions.push(updateSectionClassesView(action.payload.timeframe, 'income', 'profit_and_loss_by_classes', report.income, report.classes, report.accounts, currency));
+            actions.push(updateSectionClassesView(action.payload.timeframe, 'otherExpenses', 'profit_and_loss_by_classes', report.other_expenses, report.classes, report.accounts, currency));
+            actions.push(updateSectionClassesView(action.payload.timeframe, 'otherIncome', 'profit_and_loss_by_classes', report.other_income, report.classes, report.accounts, currency));
             actions.push(updateProfitAndLossForTimeframeClassesView({
                 timeframe: action.payload.timeframe,
                 report: response.data,

package/lib/esm/view/scheduleView/scheduleDetailView/epics/fetchScheduleDetailsEpic.js

@@ -1,9 +1,8 @@
 import { from, of } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { getJEScheduleTransactionDetailKeyPayload, } from '../../../../entity/jeSchedules/jeSchedulesPayload';
 import { updateJESchedules, updateJESchedulesDetails, } from '../../../../entity/jeSchedules/jeSchedulesReducer';
-import { toTransactionType } from '../../../../entity/transaction/stateTypes/transactionType';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
-import { getZeniTransactionDetailKey } from '../../../transactionDetail/transactionDetailState';
 import { createNewSchedules, fetchScheduleDetails, initializeScheduleDetailLocalData, saveScheduleDetailsSuccessOrFailure, updateScheduleDetailsFailure, updateScheduleDetailsSuccess, updateSelectedJEScheduleKey, } from '../scheduleDetailReducer';
 export const fetchScheduleDetailsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchScheduleDetails.match), mergeMap((action) => {
     const updateActions = [];
@@ -24,11 +23,7 @@ export const fetchScheduleDetailsEpic = (actions$, state$, zeniAPI) => actions$.
             .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/schedules/${selectedJeScheduleDetailId}?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
             .pipe(mergeMap((response) => {
             if (isSuccessResponse(response) && response.data != null) {
-                const transactionData = response.data.je_schedules[0].base_transaction;
-                const selectedJEScheduleKey = getZeniTransactionDetailKey({
-                    id: transactionData.transaction_id,
-                    type: toTransactionType(transactionData.transaction_type),
-                });
+                const selectedJEScheduleKey = getJEScheduleTransactionDetailKeyPayload(response.data.je_schedules[0].base_transaction);
                 updateActions.push(updateJESchedules(response.data.je_schedules), updateSelectedJEScheduleKey({ selectedJEScheduleKey }), updateJESchedulesDetails(response.data.je_schedules, response.data.scheduled_journal_entries), saveScheduleDetailsSuccessOrFailure('Not-Started'), initializeScheduleDetailLocalData(scheduleType, selectedJEScheduleKey, selectedJeScheduleDetailId), updateScheduleDetailsSuccess());
                 if (response.data.je_schedules[0].status.code === 'draft' &&
                     isCompleteJEScheduleFormDataPresent(response.data.je_schedules[0])) {

package/lib/esm/view/scheduleView/scheduleListView/scheduleListReducer.js

@@ -1,7 +1,5 @@
 import { createSlice } from '@reduxjs/toolkit';
-import { getJEScheduleKey, } from '../../../entity/jeSchedules/jeSchedulesPayload';
-import { toTransactionID } from '../../../entity/transaction/payloadTypes/transactionIDPayload';
-import { getZeniTransactionDetailKey } from '../../transactionDetail/transactionDetailState';
+import { getJEScheduleKey, getJEScheduleTransactionDetailKeyPayload, } from '../../../entity/jeSchedules/jeSchedulesPayload';
 import { getDefaultSelectedTimeframeForScheduleType } from './scheduleListHelper';
 import { getScheduleListKey, } from './scheduleListTypes';
 export const initialUIState = {
@@ -379,10 +377,7 @@ export default scheduleListView.reducer;
 function doUpdateScheduleList(draft, payload, scheduleType, selectedTimeframe, selectedCategoryId) {
     if (scheduleType !== 'accrued_expenses') {
         const state = getState(draft, scheduleType);
-        const jeScheduleTransactionKeys = payload.map((schedules) => {
-            const transactionID = toTransactionID(schedules.base_transaction);
-            return getZeniTransactionDetailKey(transactionID);
-        });
+        const jeScheduleTransactionKeys = payload.map((schedules) => getJEScheduleTransactionDetailKeyPayload(schedules.base_transaction));
         state.selectedCategoryId = selectedCategoryId;
         state.selectedTimeframe = selectedTimeframe;
         const key = getScheduleListKey(selectedCategoryId, selectedTimeframe);

package/lib/index.d.ts

@@ -24,7 +24,7 @@ import { getFYMonths } from './commonStateTypes/fiscalYearHelpers/getFYMonths';
 import { getFYQuarterAndYear, getLastMonthOfFYQuarter, getLastMonthOfFYYear } from './commonStateTypes/fiscalYearHelpers/getFYQuarterAndYear';
 import { getStartOfAndEndOfTimeframeForFY } from './commonStateTypes/fiscalYearHelpers/getStartOfAndEndOfTimeframeFY';
 import { COTLineItemTracking, COTRecommendationTracking, COTTransactionTracking, COTTransactionTrackingByTransactionId, Recommendation, RecommendationWithCOT, TransactionLineRecommendationFieldTypes } from './commonStateTypes/recommendationBase';
-import { isAllFetchCompleted, isAnyFetchInProgress, reduceAllFetchState, reduceAnyCompletedFetchState, reduceAnyFetchState, reduceFetchState } from './commonStateTypes/reduceFetchState';
+import { isAllFetchCompleted, isAnyFetchInProgress, reduceAllFetchState, reduceAnyCompletedFetchState, reduceAnyFetchState, reduceFetchState, reduceFetchStateParallelTimeframes } from './commonStateTypes/reduceFetchState';
 import { toReimbursementTypeCode } from './commonStateTypes/reimbursementTypeCode';
 import { ClassesViewSelectorReportV2 } from './commonStateTypes/selectorTypes/classesViewSelectorReport';
 import { COABalancesSliceOrder, CalculatedSection, EntityOrder, Section, SectionWithAccountOnly, TransactionsOrder } from './commonStateTypes/selectorTypes/selectorTypes';
@@ -91,7 +91,7 @@ import { TrendChangeType } from './entity/insights/insightPayload';
 import { Insight } from './entity/insights/insightState';
 import { InsightSummary } from './entity/insights/insightSummary';
 import { JEAccruedSchedule, JEScheduledTransaction, ScheduledJournalEntry } from './entity/jeSchedules/jeSchedulesSelector';
-import { ALL_SCHEDULES_TYPES, JEScheduleKey, JEScheduleTransactionKey, JournalEntryErrorCodeType, ScheduleJournalEntryStatusCodeType, ScheduleStatusCodeType, ScheduleTypes, toScheduleTypesType, toScheduleTypesTypeStrict } from './entity/jeSchedules/jeSchedulesTypes';
+import { ALL_SCHEDULES_TYPES, JEScheduleKey, JEScheduleTransactionKey, JournalEntryErrorCodeType, ScheduleJournalEntryStatusCodeType, ScheduleStatusCodeType, ScheduleTransactionID, ScheduleTypes, getJEScheduleTransactionKey, toScheduleTypesType, toScheduleTypesTypeStrict } from './entity/jeSchedules/jeSchedulesTypes';
 import { Merchant } from './entity/merchant/merchant';
 import { ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY, MonthCloseCheckMetrics, MonthEndAuditSummary, MonthEndCloseCheck, MonthEndCloseCheckFrequency } from './entity/monthEndCloseChecks/monthEndCloseChecksState';
 import { updateCommentsNotifications, updateCommentsNotificationsStatuses } from './entity/notification/notificationReducer';
@@ -346,10 +346,12 @@ import { PeopleViewSortKey } from './view/people/peopleTypes';
 import { fetchProfitAndLoss, fetchProfitAndLossForTimeframe, resetProfitAndLossNodeCollapseState, updateProfitAndLossUIState } from './view/profitAndLoss/profitAndLossReducer';
 import { ProfitAndLossReport, getPandLReportFetchState, getProfitAndLossReport } from './view/profitAndLoss/profitAndLossSelector';
 import { ProfitAndLossState, ProfitAndLossUIState } from './view/profitAndLoss/profitAndLossState';
-import { fetchProfitAndLossClassesView, resetProfitAndLossClassesNodeCollapseState, updateAccountViewMode as updateProfitAndLossAccountViewMode, updateClassesToFilterOut as updateProfitAndLossClassesToFilterOut, updateProfitAndLossClassesViewUIState } from './view/profitAndLossClassesView/profitAndLossClassesViewReducer';
+import { fetchProfitAndLossClassesView, resetProfitAndLossClassesNodeCollapseState, updateAccountViewMode as updateProfitAndLossAccountViewMode, updateClassesToFilterOut as updateProfitAndLossClassesToFilterOut, updateClassViewLayout, updateProfitAndLossClassesViewUIState } from './view/profitAndLossClassesView/profitAndLossClassesViewReducer';
+import { getProfitAndLossClassesHorizontalView } from './view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector';
+import { ClassColumnDefinition, HorizontalAccountRow, HorizontalCalculatedSection, HorizontalClassBalance, HorizontalSectionReport, ProfitAndLossByClassHorizontalReport } from './view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelectorTypes';
 import { getProfitAndLossClassesView } from './view/profitAndLossClassesView/profitAndLossClassesViewSelector';
 import { PandLReportViewCalculatedSectionID, PandLReportViewSectionID, ProfitAndLossClassesViewReport, isPandLReportViewCalculatedSectionID, isPandLReportViewSectionID } from './view/profitAndLossClassesView/profitAndLossClassesViewSelectorTypes';
-import { ProfitAndLossClassesViewUIState } from './view/profitAndLossClassesView/profitAndLossClassesViewState';
+import { ClassViewLayout, ProfitAndLossClassesViewUIState } from './view/profitAndLossClassesView/profitAndLossClassesViewState';
 import { fetchEntityRecommendationsByTransactionId, fetchRecommendationByEntityId, fetchRecommendationByEntityName } from './view/recommendation/recommendationReducer';
 import { clearReferrals, fetchReferrals, fetchRewardsPlan, resendReferralInvite, saveReferralFormDataInLocalStore, sendReferralInvite, updateReferViewed, updateReferralListSortUiState } from './view/referralView/referralReducer';
 import { ReferralListSelectorView, RewardsPlanCardReport, getInviteFormView, getReferralListView, getRewardsPlanCard } from './view/referralView/referralSelector';
@@ -664,7 +666,7 @@ export { fetchDashboard, getDashboard, DashboardReport, updateTreasuryVideoClose
 export { updateDashboardLayout };
 export { PandLWithForecastView, getPandLWithForecast, } from './view/profitAndLoss/pAndLWithForecast/pAndLWithForecastSelector';
 export { fetchProfitAndLoss, resetProfitAndLossNodeCollapseState, updateProfitAndLossUIState, ProfitAndLossState, ProfitAndLossUIState, getProfitAndLossReport, ProfitAndLossReport, getPandLReportFetchState, fetchProfitAndLossForTimeframe, };
-export { fetchProfitAndLossClassesView, updateProfitAndLossClassesToFilterOut, resetProfitAndLossClassesNodeCollapseState, updateProfitAndLossClassesViewUIState, updateProfitAndLossAccountViewMode, ProfitAndLossClassesViewUIState, ProfitAndLossClassesViewReport, getProfitAndLossClassesView, PandLReportViewSectionID, PandLReportViewCalculatedSectionID, isPandLReportViewCalculatedSectionID, isPandLReportViewSectionID, };
+export { fetchProfitAndLossClassesView, updateProfitAndLossClassesToFilterOut, resetProfitAndLossClassesNodeCollapseState, updateProfitAndLossClassesViewUIState, updateProfitAndLossAccountViewMode, updateClassViewLayout, ProfitAndLossClassesViewUIState, ProfitAndLossClassesViewReport, getProfitAndLossClassesView, getProfitAndLossClassesHorizontalView, PandLReportViewSectionID, PandLReportViewCalculatedSectionID, isPandLReportViewCalculatedSectionID, isPandLReportViewSectionID, ClassViewLayout, ProfitAndLossByClassHorizontalReport, ClassColumnDefinition, HorizontalAccountRow, HorizontalClassBalance, HorizontalSectionReport, HorizontalCalculatedSection, };
 export { AccountingProviderAttachmentSelector, getAccountingProviderAttachment };
 export { fetchUserListByType, getUserList, UserListSelectorView };
 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, };
@@ -780,7 +782,7 @@ export { RemiDetailLocalData, AutoFields, OutofPocketReimbursementLineWithRecomm
 export { Merchant };
 export { fetchEditRemiDetailPage, fetchRecommendationsAndUpdateMerchantRecommendations, fetchRemiAndInitializeLocalStore, initializeRemiToLocalStore, saveRemiUpdatesToLocalStore, fetchCurrencyConversionValue, discardRemiUpdatesInLocalStore, removeFileFromRemiUpdatesInLocalStore, saveRemiDetail, saveRemiSuccessOrFailure, parseReceiptsToRemi, clearEditRemiViewDetail, updateAddRemiAutoFields, updateUploadFetchState, updateTentativeMerchantNames, clearTentativeMerchantName, updateReimbursementType, updateHomeCurrencyConversion, clearAddRemiAutoFields, };
 export { AnimationFileName };
-export { reduceFetchState, reduceAnyFetchState, reduceAllFetchState, reduceAnyCompletedFetchState, isAnyFetchInProgress, isAllFetchCompleted, SortOrder, ALL_FILE_TYPES, FileType, toFileTypeStrict, };
+export { reduceFetchState, reduceFetchStateParallelTimeframes, reduceAnyFetchState, reduceAllFetchState, reduceAnyCompletedFetchState, isAnyFetchInProgress, isAllFetchCompleted, SortOrder, ALL_FILE_TYPES, FileType, toFileTypeStrict, };
 export { getNextNthWorkingDay, getPreviousNthWorkingDay, isHolidayToday, filterDays, getYearsList, isHoliday, holidaysFormatted, PAYMENT_BUSINESS_DAYS, };
 export { CustomerRatingCodeType, TeamRatingCodeType };
 export { CustomerSatisfactionInfo };
@@ -828,7 +830,7 @@ export { fetchApAgingDetail, AgingReportInvoice, ApAgingDetail, getApAgingDetail
 export { LinkBillExpenseKey };
 export { clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchExpenseAutomationJESchedulesPage, ignoreExpenseAutomationJESchedule, initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryExpenseAutomationJESchedule, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, };
 export { createNewSchedulesAccrued, deleteScheduleAccruedDetail, cancelScheduleAccruedJournalEntry, fetchScheduleAccruedDetails, fetchScheduleAccruedDetailsPage, resetJEAccruedLinkInLocalData, saveScheduleAccruedDetails, updateAmountsInScheduleAccruedDetail, updatedJEAccruedLinkWithRecommendedLocalData, updatedJELinkInLocalDataAccruedExpenses, fetchRecommendedTransactionRowIndex, clearSelectedJELinkRowIndex, updateLinkBillExpenseLocalData, updateScheduleAccruedDetailsLocalData, updateSelectedJEAccruedScheduleKey, resetSelectedJEAccruedScheduleKey, resetAccruedDetailNewScheduleState, };
-export { JEScheduleKey, JEScheduleTransactionKey, ALL_SCHEDULES_TYPES, JEScheduledTransaction, JEAccruedSchedule, ScheduleTypes, ScheduleJournalEntryStatusCodeType, ScheduleListReport, ScheduleAccruedListReport, getScheduleListReport, getAccruedScheduleListReport, ScheduleSubTabType, ScheduleListSortKey, fetchScheduleList, fetchAccruedScheduleList, fetchDownloadSchedules, fetchSchedulesAccount, updateScheduleListLocalData, getFetchStateForScheduleAccountList, toScheduleTypesType, toScheduleTypesTypeStrict, toScheduleListTabsFileTypeStrict, ScheduleListLocalData, ScheduleDetailsLocalDataFixedAssets, ScheduleDetailsLocalDataAccruedExpenses, ScheduleDetailsView, ScheduleAccruedDetailsView, LinkBillExpenseView, LinkBillExpenseLocalData, JEScheduleDetailsLocalData, ScheduleDetailsLocalData, toScheduleSubTabType, ScheduleStatusCodeType, JournalEntryErrorCodeType, ScheduleTransaction, updateScheduleListSubTab, updateScheduleListSearchText, updateScheduleListScrollState, updateScheduleListSortState, ScheduleDetailSortKey, ScheduledJournalEntry, updateSelectedJEScheduleKey, fetchScheduleDetails, getScheduleDetailsView, getAccruedScheduleDetailsView, fetchScheduleDetailsPage, saveScheduleDetails, deleteScheduleDetail, createNewSchedules, updateScheduleDetailsLocalData, JETransactionLink, updateScheduleListDownloadState, updateAccruedJEScheduleAccruedByListKey, DownloadJEScheduleTabOptions, updatedSelectedJELinkRowIndex, ScheduleListTabsFileType, getQBOUrlForLink, getThirdPartyIDFromQBOURL, updatedJELinkInLocalData, updateAmountsInScheduleDetail, ScheduleDetailUIState, resetJELinkInLocalData, JEScheduledTransactionWithBalance, JEScheduleWithBalance, JELinkType, updatedJELinkWithRecommendedLocalData, getFetchStateForScheduleListByType, getDefaultSelectedTimeframeForScheduleType, markAsCompleteScheduleDetail, resetMarkAsCompleteStatus, fetchVendorTabView, updateVendorTabViewTab, VendorTabViewTabType, getVendorTabView, VendorTabViewSelectorView, };
+export { JEScheduleKey, JEScheduleTransactionKey, ScheduleTransactionID, getJEScheduleTransactionKey, ALL_SCHEDULES_TYPES, JEScheduledTransaction, JEAccruedSchedule, ScheduleTypes, ScheduleJournalEntryStatusCodeType, ScheduleListReport, ScheduleAccruedListReport, getScheduleListReport, getAccruedScheduleListReport, ScheduleSubTabType, ScheduleListSortKey, fetchScheduleList, fetchAccruedScheduleList, fetchDownloadSchedules, fetchSchedulesAccount, updateScheduleListLocalData, getFetchStateForScheduleAccountList, toScheduleTypesType, toScheduleTypesTypeStrict, toScheduleListTabsFileTypeStrict, ScheduleListLocalData, ScheduleDetailsLocalDataFixedAssets, ScheduleDetailsLocalDataAccruedExpenses, ScheduleDetailsView, ScheduleAccruedDetailsView, LinkBillExpenseView, LinkBillExpenseLocalData, JEScheduleDetailsLocalData, ScheduleDetailsLocalData, toScheduleSubTabType, ScheduleStatusCodeType, JournalEntryErrorCodeType, ScheduleTransaction, updateScheduleListSubTab, updateScheduleListSearchText, updateScheduleListScrollState, updateScheduleListSortState, ScheduleDetailSortKey, ScheduledJournalEntry, updateSelectedJEScheduleKey, fetchScheduleDetails, getScheduleDetailsView, getAccruedScheduleDetailsView, fetchScheduleDetailsPage, saveScheduleDetails, deleteScheduleDetail, createNewSchedules, updateScheduleDetailsLocalData, JETransactionLink, updateScheduleListDownloadState, updateAccruedJEScheduleAccruedByListKey, DownloadJEScheduleTabOptions, updatedSelectedJELinkRowIndex, ScheduleListTabsFileType, getQBOUrlForLink, getThirdPartyIDFromQBOURL, updatedJELinkInLocalData, updateAmountsInScheduleDetail, ScheduleDetailUIState, resetJELinkInLocalData, JEScheduledTransactionWithBalance, JEScheduleWithBalance, JELinkType, updatedJELinkWithRecommendedLocalData, getFetchStateForScheduleListByType, getDefaultSelectedTimeframeForScheduleType, markAsCompleteScheduleDetail, resetMarkAsCompleteStatus, fetchVendorTabView, updateVendorTabViewTab, VendorTabViewTabType, getVendorTabView, VendorTabViewSelectorView, };
 export { GlobalMerchant, GlobalMerchantBase, TenantMerchant };
 export { ReviewStatus, VendorTransactionAttachment, VendorTransactionAttachmentPayload, VendorFirstReviewViewSelectorView, VendorFirstReviewViewLocalData, VendorFirstReviewSelectorView, VendorFirstReviewSelectorAttachmentView, VendorFirstReviewViewUIState, VendorFirstReviewViewColumnKey, GlobalMerchantAutoCompleteView, VendorReviewRowCurrentSelection, toVendorFirstReviewViewColumnKeyType, RecommendedNonExistingGlobalMerchant, getGlobalMerchantAutoCompleteResults, VendorReviewRecommendationViewState, GlobalMerchantType, getVendorFirstReviewView, getVendorFirstReviewAttachmentView, fetchVendorFirstReviewView, fetchVendorFirstReviewAttachments, updateVendorFirstReviewViewScrollYOffset, resetVendorFirstReviewLocalData, updateVendorFirstReviewViewPageToken, clearRecentlySavedErroredVendorData, saveVendorFirstReviewView, updateVendorFirstReviewViewLocalData, updateVendorFirstReviewSortUiState, fetchGlobalMerchantAutoCompleteView, clearGlobalMerchantAutoCompleteResults, GlobalVendorReviewRowCurrentSelection, FirstReviewPageCurrentSelectionByColumn, updateReviewVendorDetailLocalData, saveVendorDetailsView, getVendorDetailSelectorView, FirstReviewVendorDetailSelectorView, VendorViewLocalData, };
 export { fetchGlobalMerchantRecommendation, createGlobalMerchant, updateCreateGlobalMerchantLocalData, clearGlobalMerchantView, getGlobalMerchantView, GlobalMerchantViewSelectorView, GlobalMerchantViewState, NewGlobalMerchantData, NewGlobalMerchantCurrentSelection, };