@zeniai/client-epic-state 4.19.95 → 4.19.96-beta1ND

package/lib/commonStateTypes/reduceFetchState.d.ts

@@ -11,6 +11,15 @@ export declare const isAllFetchCompleted: (fetchStateList: FetchStateAndError[])
  * @return single fetchStateWithError
  */
 export declare function reduceFetchState(fetchStateList: FetchStateAndError[]): FetchStateAndError;
+/**
+ * Combine multiple independent fetches (e.g. month / quarter / year for one report).
+ * In-Progress if any fetch is in progress; Completed only when all complete; Error if
+ * any failed once nothing is still in progress.
+ *
+ * Differs from {@link reduceFetchState} (requires all In-Progress for that state) and
+ * from {@link reduceAllFetchState} (Error only when every fetch failed).
+ */
+export declare function reduceFetchStateParallelTimeframes(fetchStateList: FetchStateAndError[]): FetchStateAndError;
 /**
  * Reduces list of fetch state to boolean
  * @param fetchStateList list of fetch states

package/lib/commonStateTypes/reduceFetchState.js

@@ -2,6 +2,7 @@
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.reduceAnyCompletedFetchState = exports.reduceAllFetchState = exports.reduceAnyFetchState = exports.isAnyFetchCompleted = exports.isAnyFetchInProgress = exports.isAllFetchCompleted = void 0;
 exports.reduceFetchState = reduceFetchState;
+exports.reduceFetchStateParallelTimeframes = reduceFetchStateParallelTimeframes;
 /**
  * Reduces list of fetch state to boolean
  * @param fetchStateList list of fetch states
@@ -55,6 +56,31 @@ function reduceFetchState(fetchStateList) {
         error,
     };
 }
+/**
+ * Combine multiple independent fetches (e.g. month / quarter / year for one report).
+ * In-Progress if any fetch is in progress; Completed only when all complete; Error if
+ * any failed once nothing is still in progress.
+ *
+ * Differs from {@link reduceFetchState} (requires all In-Progress for that state) and
+ * from {@link reduceAllFetchState} (Error only when every fetch failed).
+ */
+function reduceFetchStateParallelTimeframes(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 = reduceError(fetchStateList);
+    let fetchState = 'Not-Started';
+    if (isAnyProgress) {
+        fetchState = 'In-Progress';
+    }
+    else if (isAllCompleted) {
+        fetchState = 'Completed';
+    }
+    else if (isAnyError) {
+        fetchState = 'Error';
+    }
+    return { fetchState, error };
+}
 /**
  * Reduces list of fetch state to boolean
  * @param fetchStateList list of fetch states

package/lib/esm/commonStateTypes/reduceFetchState.js

@@ -50,6 +50,31 @@ export function reduceFetchState(fetchStateList) {
         error,
     };
 }
+/**
+ * Combine multiple independent fetches (e.g. month / quarter / year for one report).
+ * In-Progress if any fetch is in progress; Completed only when all complete; Error if
+ * any failed once nothing is still in progress.
+ *
+ * Differs from {@link reduceFetchState} (requires all In-Progress for that state) and
+ * from {@link reduceAllFetchState} (Error only when every fetch failed).
+ */
+export function reduceFetchStateParallelTimeframes(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 = reduceError(fetchStateList);
+    let fetchState = 'Not-Started';
+    if (isAnyProgress) {
+        fetchState = 'In-Progress';
+    }
+    else if (isAllCompleted) {
+        fetchState = 'Completed';
+    }
+    else if (isAnyError) {
+        fetchState = 'Error';
+    }
+    return { fetchState, error };
+}
 /**
  * Reduces list of fetch state to boolean
  * @param fetchStateList list of fetch states

package/lib/esm/index.js

@@ -14,7 +14,7 @@ import { getActualPeriodOfFY, getActualPeriodOfFYQtr, } from './commonStateTypes
 import { getFYMonths } from './commonStateTypes/fiscalYearHelpers/getFYMonths';
 import { getFYQuarterAndYear, getLastMonthOfFYQuarter, getLastMonthOfFYYear, } from './commonStateTypes/fiscalYearHelpers/getFYQuarterAndYear';
 import { getStartOfAndEndOfTimeframeForFY } from './commonStateTypes/fiscalYearHelpers/getStartOfAndEndOfTimeframeFY';
-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 { stringToUnion, stringToUnionStrict, } from './commonStateTypes/stringToUnion';
 import { SCHEDULE_DAYS_OF_MONTH, convertToPeriod, toAbsoluteDay, toMonth, toMonthStrict, toMonthYearPeriodId, toQuarter, toQuarterStrict, toScheduleDaysOfMonth, } from './commonStateTypes/timePeriod';
@@ -217,7 +217,8 @@ import { changeZeniPersonRoles, deletePerson, fetchAllPeopleRequiredViews, fetch
 import { getPeople, getPeopleLocalData } from './view/people/peopleSelector';
 import { fetchProfitAndLoss, fetchProfitAndLossForTimeframe, resetProfitAndLossNodeCollapseState, updateProfitAndLossUIState, } from './view/profitAndLoss/profitAndLossReducer';
 import { getPandLReportFetchState, getProfitAndLossReport, } from './view/profitAndLoss/profitAndLossSelector';
-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 { getProfitAndLossClassesView } from './view/profitAndLossClassesView/profitAndLossClassesViewSelector';
 import { isPandLReportViewCalculatedSectionID, isPandLReportViewSectionID, } from './view/profitAndLossClassesView/profitAndLossClassesViewSelectorTypes';
 import { fetchEntityRecommendationsByTransactionId, fetchRecommendationByEntityId, fetchRecommendationByEntityName, } from './view/recommendation/recommendationReducer';
@@ -451,7 +452,7 @@ export { fetchDashboard, getDashboard, updateTreasuryVideoClosed, };
 export { updateDashboardLayout };
 export { getPandLWithForecast, } from './view/profitAndLoss/pAndLWithForecast/pAndLWithForecastSelector';
 export { fetchProfitAndLoss, resetProfitAndLossNodeCollapseState, updateProfitAndLossUIState, getProfitAndLossReport, getPandLReportFetchState, fetchProfitAndLossForTimeframe, };
-export { fetchProfitAndLossClassesView, updateProfitAndLossClassesToFilterOut, resetProfitAndLossClassesNodeCollapseState, updateProfitAndLossClassesViewUIState, updateProfitAndLossAccountViewMode, getProfitAndLossClassesView, isPandLReportViewCalculatedSectionID, isPandLReportViewSectionID, };
+export { fetchProfitAndLossClassesView, updateProfitAndLossClassesToFilterOut, resetProfitAndLossClassesNodeCollapseState, updateProfitAndLossClassesViewUIState, updateProfitAndLossAccountViewMode, updateClassViewLayout, getProfitAndLossClassesView, getProfitAndLossClassesHorizontalView, isPandLReportViewCalculatedSectionID, isPandLReportViewSectionID, };
 export { getAccountingProviderAttachment };
 export { fetchUserListByType, getUserList };
 export { fetchAllPeopleRequiredViews, fetchPeoplePage, fetchPeople, deletePerson, resendInvite, changeZeniPersonRoles, invitePeople, inviteZeniPeople, updatePeopleUIState, peopleSaveUpdates, resetUpdateErrorMessage, peopleSaveDataInLocalStore, peopleClearDataInLocalStore, getPeople, getPeopleLocalData, initializeEditPerson, };
@@ -543,7 +544,7 @@ export { saveRealTimeApproval, updateIsEditModeRealTimeApprovals, };
 export { deleteRemi, fetchRemiDetail, cancelAndDeleteRemi, approveOrRejectRemi, clearRemiDetailView, fetchDuplicateReimbursement, clearDuplicateReimbursementDetail, removeDuplicateReimbursementByLineId, };
 export { getEditRemiDetail, };
 export { fetchEditRemiDetailPage, fetchRecommendationsAndUpdateMerchantRecommendations, fetchRemiAndInitializeLocalStore, initializeRemiToLocalStore, saveRemiUpdatesToLocalStore, fetchCurrencyConversionValue, discardRemiUpdatesInLocalStore, removeFileFromRemiUpdatesInLocalStore, saveRemiDetail, saveRemiSuccessOrFailure, parseReceiptsToRemi, clearEditRemiViewDetail, updateAddRemiAutoFields, updateUploadFetchState, updateTentativeMerchantNames, clearTentativeMerchantName, updateReimbursementType, updateHomeCurrencyConversion, clearAddRemiAutoFields, };
-export { reduceFetchState, reduceAnyFetchState, reduceAllFetchState, reduceAnyCompletedFetchState, isAnyFetchInProgress, isAllFetchCompleted, ALL_FILE_TYPES, toFileTypeStrict, };
+export { reduceFetchState, reduceFetchStateParallelTimeframes, reduceAnyFetchState, reduceAllFetchState, reduceAnyCompletedFetchState, isAnyFetchInProgress, isAllFetchCompleted, ALL_FILE_TYPES, toFileTypeStrict, };
 export { getNextNthWorkingDay, getPreviousNthWorkingDay, isHolidayToday, filterDays, getYearsList, isHoliday, holidaysFormatted, PAYMENT_BUSINESS_DAYS, };
 export { fetchCompanyOnboardingView, fetchQBOConnectionPool, updateQBOConnectionPoolExternalConnection, fetchOnboardingCompletedCompanies, saveOnboardingCustomerCompletedStatus, toProductType, toProductTypeStrict, getOnboardingCockpitView, getNewOnboardingCustomerView, getOnboardingEmailGroup, initializeOnboardingCustomerViewUpdateData, clearOnboardingCustomerViewUpdateData, saveOnboardingCustomerViewUpdateData, updateOnboardingCustomerListUIState, updateCustomerCreationStatus, updateStatusAfterOnboardingCompleted, saveOnboardingCustomerViewUpdates, saveOnboardingCustomerNotes, saveOnboardingCustomerDataInLocalStore, updateOnboardingCustomerDataInLocalStore, resetNewOnboardedCustomerId, sendOnboardingCustomerViewInvite, retryBankAccountConnectionForOnboarding, };
 export { getTransactionsListByCategoryType, getTransactionListUIStateByCategoryType, };

package/lib/esm/view/expenseAutomationView/epics/accountRecon/saveReconciliationReviewEpic.js

@@ -4,6 +4,7 @@ import { DEFAULT_DATE_FORMAT } from '../../../../commonStateTypes/fiscalYearHelp
 import { addTransactionToReconcileList, excludeReconReviewTransaction, } from '../../../../entity/accountRecon/accountReconReducer';
 import { getAccountReconByAccountIdAndSelectedPeriod, } from '../../../../entity/accountRecon/accountReconSelector';
 import { toAccountReconKey, } from '../../../../entity/accountRecon/accountReconState';
+import { getEntityByEntityIDs } from '../../../../entity/genericEntity/entitySelector';
 import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
 import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
 import { updateMultipleReconcileTransactions } from '../../../../entity/transaction/transactionReducer';
@@ -12,6 +13,7 @@ import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePay
 import { saveReconciliationReview, updateReconcileTabLocalData, updateSaveReconciliationReviewFetchStatus, } from '../../reducers/reconciliationViewReducer';
 export const saveReconciliationReviewEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(saveReconciliationReview.match), mergeMap((action) => {
     const state = state$.value;
+    const entityState = state.entityState;
     const { transactionId } = action.payload;
     const localData = state.expenseAutomationReconciliationViewState.reconTabsState.review
         .localData[transactionId];
@@ -59,7 +61,7 @@ export const saveReconciliationReviewEpic = (actions$, state$, zeniAPI) => actio
                 payload = getPayloadForCCPayment(updatedTransaction, localData, reconciliationData?.account.accountType);
                 break;
             case 'record_deposit':
-                payload = getPayloadForDeposit(updatedTransaction, localData);
+                payload = getPayloadForDeposit(updatedTransaction, localData, entityState);
                 break;
         }
     }
@@ -159,7 +161,10 @@ function getPayloadForExpenseRecord(updatedTransaction, localData) {
         currency_code: updatedTransaction.amount.currencyCode,
     };
 }
-function getPayloadForDeposit(updatedTransaction, localData) {
+function getPayloadForDeposit(updatedTransaction, localData, entityState) {
+    const customerZeniId = localData.customer?.id != null
+        ? getEntityByEntityIDs(entityState, [localData.customer?.id])[0]?.zeniId
+        : undefined;
     return {
         amount: updatedTransaction.amount.amount,
         transaction_memo: updatedTransaction.memo,
@@ -167,7 +172,7 @@ function getPayloadForDeposit(updatedTransaction, localData) {
         transaction_date: updatedTransaction.transactionDate.format(DEFAULT_DATE_FORMAT),
         transaction_direction: updatedTransaction.transactionDirection,
         transaction_id: updatedTransaction.transactionId,
-        customer_id: localData.customer?.id,
+        customer_id: customerZeniId,
         customer_name: localData.customer?.name,
         account_id: localData.categoryId,
         accounting_class_id: localData.classId,

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

@@ -44,19 +44,20 @@ const financeStatement = createSlice({
         updateFinanceStatementThisPeriod(draft, action) {
             const { firstMonthOfFY, coaBalances, maxNumOfPeriodsToHighlight } = action.payload;
             const { timeframe, selectedCOABalancesRange } = draft;
-            if (coaBalances.length > 0) {
-                const prevThisPeriod = extractThisPeriod(action.payload.firstMonthOfFY, timeframe, selectedCOABalancesRange, coaBalances);
+            const safeCoaBalances = coaBalances != null ? coaBalances : [];
+            if (safeCoaBalances.length > 0) {
+                const prevThisPeriod = extractThisPeriod(action.payload.firstMonthOfFY, timeframe, selectedCOABalancesRange, safeCoaBalances);
                 if (prevThisPeriod != null) {
                     const selectedCoaBalancesRangeWithThisPeriod = {
                         ...selectedCOABalancesRange,
                         thisPeriod: prevThisPeriod,
                     };
-                    const newThisPeriod = getMatchingThisPeriod(action.payload.firstMonthOfFY, timeframe, action.payload.thisPeriod, coaBalances);
+                    const newThisPeriod = getMatchingThisPeriod(action.payload.firstMonthOfFY, timeframe, action.payload.thisPeriod, safeCoaBalances);
                     if (newThisPeriod != null) {
                         const selectionRanges = getSelectedAndHighlightedRangesForThisPeriod({
                             firstMonthOfFY,
                             thisPeriod: newThisPeriod,
-                            coaBalances,
+                            coaBalances: safeCoaBalances,
                             timeframe,
                             maxNumOfPeriodsToSelect: maxNumOfPeriodsToHighlight,
                             currentSelection: {
@@ -75,7 +76,9 @@ const financeStatement = createSlice({
             draft.selectedReportId = action.payload;
         },
         updateFinanceStatementAdditionalBalancesSelection(draft, action) {
-            const { firstMonthOfFY, additionalBalances, coaBalances, maxNumOfPeriodsToHighlight, } = action.payload;
+            const { firstMonthOfFY, additionalBalances: additionalBalancesPayload, coaBalances, maxNumOfPeriodsToHighlight, } = action.payload;
+            const safeCoaBalances = coaBalances != null ? coaBalances : [];
+            const additionalBalances = additionalBalancesPayload ?? [];
             let tempAdditionalBalances = [...additionalBalances];
             if (additionalBalances.includes('this_period_vs_last_period') ||
                 additionalBalances.includes('this_period_vs_last_period_percent')) {
@@ -91,8 +94,8 @@ const financeStatement = createSlice({
             draft.isAdditionalBalancesShown =
                 additionalBalances.length != 0 ? true : false;
             const { timeframe, selectedCOABalancesRange } = draft;
-            if (coaBalances.length > 0) {
-                const thisPeriod = extractThisPeriod(action.payload.firstMonthOfFY, timeframe, selectedCOABalancesRange, coaBalances);
+            if (safeCoaBalances.length > 0) {
+                const thisPeriod = extractThisPeriod(action.payload.firstMonthOfFY, timeframe, selectedCOABalancesRange, safeCoaBalances);
                 if (thisPeriod != null) {
                     const selectedCoaBalancesRangeWithThisPeriod = {
                         ...selectedCOABalancesRange,
@@ -101,7 +104,7 @@ const financeStatement = createSlice({
                     const selectionRanges = getSelectedAndHighlightedRangesForThisPeriod({
                         firstMonthOfFY,
                         thisPeriod: thisPeriod,
-                        coaBalances,
+                        coaBalances: safeCoaBalances,
                         timeframe,
                         maxNumOfPeriodsToHighlight: maxNumOfPeriodsToHighlight,
                         currentSelection: {

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 +1,323 @@
+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).
+    // Use `filter.classesToFilterOut` so PDF/Excel downloads (fresh store, empty UI state)
+    // respect `classes_to_filter_out` from the request; in-app `classFilter` mirrors uiState.
+    const classColumns = buildClassColumns(profitAndLossClassesViewState.classHierarchy, filter.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,
+    }))
+        .sort((a, b) => a.className.localeCompare(b.className, [], { sensitivity: 'base' }));
+}
+/**
+ * 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 in COA tree order (same parent/child ordering as vertical P&L by class).
+    // Sorting by depth + name flattened the hierarchy and broke sub-account grouping.
+    const orderedIds = collectAccountIdsInTreeOrder(section, classColumns);
+    const usedIds = new Set();
+    const accounts = [];
+    const pushAccountRow = (accountId) => {
+        const accountData = accountMap.get(accountId);
+        if (accountData == null) {
+            return;
+        }
+        usedIds.add(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,
+            accountType: accountData.accountType,
+            depth: accountData.depth,
+            classBalances,
+            rowTotal: toAmountWC(rowTotal, currency),
+        });
+    };
+    for (const id of orderedIds) {
+        pushAccountRow(id);
+    }
+    for (const accountId of accountMap.keys()) {
+        if (!usedIds.has(accountId)) {
+            pushAccountRow(accountId);
+        }
+    }
+    // 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),
+    };
+}
+/**
+ * DFS account ids in the same order as vertical P&L by class, using the first class
+ * column that appears in this section as the canonical tree (structure is identical per class).
+ */
+function collectAccountIdsInTreeOrder(section, classColumns) {
+    const ids = [];
+    const visitNested = (nested) => {
+        ids.push(nested.account.accountId);
+        nested.children.forEach(visitNested);
+    };
+    for (const col of classColumns) {
+        const classReport = section.classes.find((c) => c.id[0] === col.classId);
+        if (classReport == null) {
+            continue;
+        }
+        classReport.class.accounts.forEach(visitNested);
+        return ids;
+    }
+    return ids;
+}
+/**
+ * Recursively collect account balances from a NestedClassReportV2 into accountMap.
+ */
+function collectAccountsFromClass(classReport, classId, accountMap) {
+    // Process accounts directly on this class (depth 2 matches vertical `AccountsSection` first level)
+    classReport.class.accounts.forEach((nestedAccount) => {
+        collectAccountsFromNestedAccount(nestedAccount, classId, accountMap, 2);
+    });
+}
+/**
+ * Recursively collect accounts from NestedAccountReport (handles sub-accounts).
+ */
+function collectAccountsFromNestedAccount(nestedAccount, classId, accountMap, depth) {
+    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,
+            accountType: nestedAccount.account.accountType,
+            depth,
+            classBalances: new Map(),
+        });
+    }
+    const accountData = accountMap.get(accountId);
+    if (accountData == null) {
+        return;
+    }
+    accountData.depth = Math.max(accountData.depth, depth);
+    if (accountData.accountType == null && nestedAccount.account.accountType != null) {
+        accountData.accountType = nestedAccount.account.accountType;
+    }
+    const existing = accountData.classBalances.get(classId) ?? 0;
+    accountData.classBalances.set(classId, existing + balance);
+    // Process sub-accounts
+    nestedAccount.children.forEach((child) => {
+        collectAccountsFromNestedAccount(child, classId, accountMap, depth + 1);
+    });
+}
+/**
+ * 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;