@zeniai/client-epic-state 4.19.99-betaAD01 → 4.19.99-betaAD07

package/lib/common/aiCfo/aiCfoSuggestedQuestionsPageContext.d.ts

@@ -0,0 +1,19 @@
+/**
+ * Canonical union of `page_context` values for GET …/suggested-questions (and related Redux
+ * `suggestedQuestionsByPageContext` on `AiCfoViewState`).
+ *
+ * ## Report IDs vs `page_context`
+ *
+ * **These strings are not all finance `report_id` values.** They are the **API’s** `page_context`
+ * slugs. Only the **reports tab** subset is *derived* from `ReportID` (e.g. `profit_and_loss` →
+ * `profit_loss`). That mapping lives in the web app:
+ * `zeni-web-app-ui/src/aiCfo/aiCfoSuggestedQuestionsPageContext.ts`
+ * (`reportIdToAiCfoSuggestedQuestionsPageContext`).
+ *
+ * Other members (e.g. `dashboard`, `bills_list`, `task_checklist`) come from **product routes /
+ * screens**, not from report IDs. Adding a new host screen usually means extending this union and
+ * wiring route resolution in the UI; coordinate with the backend for suggested-questions support.
+ *
+ * @see README.md in this directory for maintenance expectations.
+ */
+export type AiCfoSuggestedQuestionsPageContext = 'balance_sheet' | 'profit_loss' | 'vendors' | 'transactions' | 'cash_flow' | 'accounts_receivable' | 'accounts_payable' | 'transaction_details' | 'dashboard' | 'cash_balance' | 'card_balance' | 'command_centre' | 'je_schedules' | 'reconciliation' | 'flux_analysis' | 'receipts' | 'mei' | 'task_checklist' | 'performance' | 'bills_list' | 'bills_details' | 'reimbursement_list' | 'reimbursement_details' | 'vendors_summary' | 'opex_by_vendor' | 'prepaid_expenses' | 'fixed_assets' | 'form_1099' | 'accrued_expenses' | 'forecast' | 'checking' | 'checking_details' | 'treasury' | 'cards' | 'cards_detail' | 'people' | 'rewards' | 'notifications';

package/lib/common/aiCfo/aiCfoSuggestedQuestionsPageContext.js

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

package/lib/entity/jeSchedules/jeSchedulesPayload.d.ts

@@ -25,26 +25,28 @@ export interface JEScheduleAISummariesPayload {
     debit_accounting_class?: JEScheduleAISummaryFieldPayload;
     period?: JEScheduleAISummaryFieldPayload;
     posting_date?: JEScheduleAISummaryFieldPayload;
+    schedule_type?: JEScheduleAISummaryFieldPayload;
 }
 export interface JEScheduleRecommendationsPayload {
-    amortization_days?: number | null;
-    amortization_months_estimate?: number | null;
     credit_account_confidence?: number;
-    credit_account_id?: string | null;
-    credit_accounting_class_id?: string | null;
     credit_class_confidence?: number;
     debit_account_confidence?: number;
-    debit_account_id?: string | null;
-    debit_accounting_class_id?: string | null;
     debit_class_confidence?: number;
     end_date?: string | null;
+    je_credit_account_id?: string | null;
+    je_credit_accounting_class_id?: string | null;
+    je_debit_account_id?: string | null;
+    je_debit_accounting_class_id?: string | null;
     je_schedule_type?: string | null;
+    je_schedule_type_confidence?: number;
     period?: number | null;
     period_confidence?: number;
     posting_date?: string | null;
+    posting_date_confidence?: number;
     similar_transactions?: unknown[];
     start_date?: string | null;
     starting_month?: string | null;
+    starting_month_confidence?: number;
 }
 export interface JEScheduledTransactionPayload {
     balance: number | null;
@@ -69,6 +71,7 @@ export interface JEScheduledTransactionPayload {
     updated_by: UserPayload;
     vendor: VendorPayload;
     ai_summaries?: JEScheduleAISummariesPayload;
+    created_by?: UserPayload;
     end_date?: string | null;
     recommendations?: JEScheduleRecommendationsPayload;
     updated_at?: string | null;

package/lib/entity/jeSchedules/jeSchedulesPayload.js

@@ -146,7 +146,7 @@ function toJEScheduleOtherAttributes(payload) {
         assetId: payload.asset_id ?? undefined,
     };
 }
-function toJEScheduleAIRecommendations(payload) {
+function toJEScheduleAISummaries(payload) {
     if (payload == null) {
         return undefined;
     }
@@ -187,8 +187,40 @@ function toJEScheduleAIRecommendations(payload) {
             reasoning: payload.posting_date.reasoning,
         };
     }
+    if (payload.schedule_type != null) {
+        result.scheduleType = {
+            confidence: payload.schedule_type.confidence,
+            reasoning: payload.schedule_type.reasoning,
+        };
+    }
     return Object.keys(result).length > 0 ? result : undefined;
 }
+function toJEScheduleRecommendations(payload) {
+    if (payload == null) {
+        return undefined;
+    }
+    return {
+        creditAccountConfidence: payload.credit_account_confidence,
+        creditClassConfidence: payload.credit_class_confidence,
+        debitAccountConfidence: payload.debit_account_confidence,
+        debitClassConfidence: payload.debit_class_confidence,
+        endDate: payload.end_date ?? undefined,
+        jeCreditAccountId: payload.je_credit_account_id ?? undefined,
+        jeCreditAccountingClassId: payload.je_credit_accounting_class_id ?? undefined,
+        jeDebitAccountId: payload.je_debit_account_id ?? undefined,
+        jeDebitAccountingClassId: payload.je_debit_accounting_class_id ?? undefined,
+        jeScheduleType: payload.je_schedule_type ?? undefined,
+        jeScheduleTypeConfidence: payload.je_schedule_type_confidence,
+        period: payload.period ?? undefined,
+        periodConfidence: payload.period_confidence,
+        postingDate: payload.posting_date ?? undefined,
+        postingDateConfidence: payload.posting_date_confidence,
+        similarTransactions: payload.similar_transactions,
+        startDate: payload.start_date ?? undefined,
+        startingMonth: payload.starting_month ?? undefined,
+        startingMonthConfidence: payload.starting_month_confidence,
+    };
+}
 function toJEScheduledTransaction(payload) {
     return {
         jeScheduleId: payload.je_schedule_id ?? undefined,
@@ -233,7 +265,9 @@ function toJEScheduledTransaction(payload) {
             ? toJEScheduleOtherAttributes(payload.other_attributes)
             : {},
         scheduledJournalEntry: [],
-        aiRecommendations: toJEScheduleAIRecommendations(payload.ai_summaries),
+        aiSummaries: toJEScheduleAISummaries(payload.ai_summaries),
+        createdByUserID: payload.created_by?.user_id ?? undefined,
+        recommendations: toJEScheduleRecommendations(payload.recommendations),
     };
 }
 function toJEAccruedScheduledTransaction(payload) {

package/lib/entity/jeSchedules/jeSchedulesSelector.d.ts

@@ -9,7 +9,7 @@ import { ScheduleTransaction } from '../transaction/stateTypes/scheduleTransacti
 import { TransactionID } from '../transaction/stateTypes/transaction';
 import { User } from '../user/userState';
 import { Vendor } from '../vendor/vendorState';
-import { JEScheduleAIRecommendations, JEScheduleOtherAttributes, ScheduleJournalStatusCode, ScheduleStatus } from './jeSchedulesState';
+import { JEScheduleAISummaries, JEScheduleOtherAttributes, JEScheduleRecommendations, ScheduleJournalStatusCode, ScheduleStatus } from './jeSchedulesState';
 import { JEScheduleKey, JEScheduleTransactionKey, JournalEntryErrorCodeType, ScheduleTypes } from './jeSchedulesTypes';
 export interface ScheduledJournalEntry {
     error: JournalEntryErrorCodeType[];
@@ -59,14 +59,16 @@ export interface JEScheduledTransaction {
     scheduledJournalEntry: ScheduledJournalEntry[];
     status: ScheduleStatus;
     vendor: Vendor;
-    aiRecommendations?: JEScheduleAIRecommendations;
+    aiSummaries?: JEScheduleAISummaries;
     balanceAsOfToday?: Amount;
+    createdByUser?: User;
     dayOfPostingDate?: ScheduleDaysOfMonth;
     endDate?: ZeniDate;
     jeScheduleId?: ID;
     jeScheduleType?: ScheduleTypes;
     lastDayOfMonth?: boolean;
     period?: number;
+    recommendations?: JEScheduleRecommendations;
     startDate?: ZeniDate;
     updatedAt?: ZeniDate;
     updatedByUser?: User;

package/lib/entity/jeSchedules/jeSchedulesSelector.js

@@ -77,12 +77,13 @@ exports.getJEAccruedScheduleByJEScheduleKey = getJEAccruedScheduleByJEScheduleKe
 const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTransactionKey, state) => {
     const { jeSchedulesState, vendorState, accountState, userState, classState, transactionState, } = state;
     const jeScheduleTransactionState = (0, get_1.default)(jeSchedulesState.schedulesByTransactionKey, jeScheduleTransactionKey);
-    const { period, updatedByUserID: updatedBy, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, baseTransaction, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, otherAttributes, jeScheduleType, aiRecommendations, } = jeScheduleTransactionState;
+    const { period, updatedByUserID: updatedBy, createdByUserID: createdBy, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, baseTransaction, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, otherAttributes, jeScheduleType, aiSummaries, recommendations, } = jeScheduleTransactionState;
     const vendorDetails = (0, vendorSelector_1.getVendorByVendorId)(vendorState, vendorId);
     if (vendorDetails == null) {
         throw new Error(`Vendor with ${vendorId} doesn't exist`);
     }
     const userDetails = updatedBy != null ? (0, userSelector_1.getUserByUserId)(userState, updatedBy) : undefined;
+    const createdByUserDetails = createdBy != null ? (0, userSelector_1.getUserByUserId)(userState, createdBy) : undefined;
     const baseTransactionObject = (0, transactionSelector_1.getScheduleTransactionById)(transactionState, baseTransaction);
     if (baseTransactionObject == null) {
         throw Error('Base Schedule transaction cannot be null');
@@ -134,7 +135,9 @@ const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTransacti
             account: accountDebit,
         },
         scheduledJournalEntry,
-        aiRecommendations,
+        aiSummaries,
+        createdByUser: createdByUserDetails,
+        recommendations,
     };
 };
 exports.getJEScheduledTransactionByJEScheduleTransactionKey = getJEScheduledTransactionByJEScheduleTransactionKey;

package/lib/entity/jeSchedules/jeSchedulesState.d.ts

@@ -16,13 +16,35 @@ export interface JEScheduleFieldRecommendation {
     confidence: number;
     reasoning: string;
 }
-export interface JEScheduleAIRecommendations {
+export interface JEScheduleAISummaries {
     creditAccount?: JEScheduleFieldRecommendation;
     creditClass?: JEScheduleFieldRecommendation;
     debitAccount?: JEScheduleFieldRecommendation;
     debitClass?: JEScheduleFieldRecommendation;
     period?: JEScheduleFieldRecommendation;
     postingDate?: JEScheduleFieldRecommendation;
+    scheduleType?: JEScheduleFieldRecommendation;
+}
+export interface JEScheduleRecommendations {
+    creditAccountConfidence?: number;
+    creditClassConfidence?: number;
+    debitAccountConfidence?: number;
+    debitClassConfidence?: number;
+    endDate?: string;
+    jeCreditAccountId?: string;
+    jeCreditAccountingClassId?: string;
+    jeDebitAccountId?: string;
+    jeDebitAccountingClassId?: string;
+    jeScheduleType?: string;
+    jeScheduleTypeConfidence?: number;
+    period?: number;
+    periodConfidence?: number;
+    postingDate?: string;
+    postingDateConfidence?: number;
+    similarTransactions?: unknown[];
+    startDate?: string;
+    startingMonth?: string;
+    startingMonthConfidence?: number;
 }
 export interface JEScheduleOtherAttributes {
     assetId?: string;
@@ -68,14 +90,16 @@ export interface JEScheduledTransactionState {
     scheduledJournalEntry: ScheduledJournalEntryState[];
     status: ScheduleStatus;
     vendorId: ID;
-    aiRecommendations?: JEScheduleAIRecommendations;
+    aiSummaries?: JEScheduleAISummaries;
     balanceAsOfToday?: number;
+    createdByUserID?: ID;
     dayOfPostingDate?: ScheduleDaysOfMonth;
     endDate?: ZeniDate;
     jeScheduleId?: ID;
     jeScheduleType?: ScheduleTypes;
     lastDayOfMonth?: boolean;
     period?: number;
+    recommendations?: JEScheduleRecommendations;
     startDate?: ZeniDate;
     updatedAt?: ZeniDate;
     updatedByUserID?: ID;

package/lib/entity/transaction/payloadTypes/scheduleTransactionPayload.d.ts

@@ -2,12 +2,15 @@ import { AccountBasePayload } from '../../account/accountPayload';
 import { ClassBasePayload } from '../../class/classPayload';
 import { ScheduleTransaction } from '../stateTypes/scheduleTransaction';
 import { TransactionIDPayload } from './transactionIDPayload';
-export interface ScheduleTransactionPayload extends TransactionIDPayload, Omit<AccountBasePayload, 'qbo_id'>, Omit<ClassBasePayload, 'qbo_id' | 'labels'> {
+export interface ScheduleTransactionPayload extends TransactionIDPayload, Omit<AccountBasePayload, 'qbo_id' | 'labels'>, Omit<ClassBasePayload, 'qbo_id' | 'labels'> {
     line_id: string;
     third_party_transaction_id: string;
     total_amount: number;
     transaction_date: string;
     transaction_memo: string;
     transaction_type_name: string;
+    labels?: string[];
+    sync_token?: number;
+    transaction_description?: string | null;
 }
 export declare const toScheduleTransaction: (payload: ScheduleTransactionPayload, currency_code: string, currency_symbol: string) => ScheduleTransaction;

package/lib/entity/transaction/payloadTypes/scheduleTransactionPayload.js

@@ -32,6 +32,7 @@ const toScheduleTransaction = (payload, currency_code, currency_symbol) => {
             currencyCode: currency_code,
             currencySymbol: currency_symbol,
         },
+        description: payload.transaction_description ?? undefined,
     };
 };
 exports.toScheduleTransaction = toScheduleTransaction;

package/lib/entity/transaction/stateTypes/scheduleTransaction.d.ts

@@ -9,4 +9,5 @@ export interface ScheduleTransaction extends BaseTransaction {
     lineId: ID;
     thirdPartyTransactionId: ID;
     classBase?: ClassBase;
+    description?: string;
 }

package/lib/esm/common/aiCfo/aiCfoSuggestedQuestionsPageContext.js

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

package/lib/esm/entity/jeSchedules/jeSchedulesPayload.js

@@ -136,7 +136,7 @@ function toJEScheduleOtherAttributes(payload) {
         assetId: payload.asset_id ?? undefined,
     };
 }
-function toJEScheduleAIRecommendations(payload) {
+function toJEScheduleAISummaries(payload) {
     if (payload == null) {
         return undefined;
     }
@@ -177,8 +177,40 @@ function toJEScheduleAIRecommendations(payload) {
             reasoning: payload.posting_date.reasoning,
         };
     }
+    if (payload.schedule_type != null) {
+        result.scheduleType = {
+            confidence: payload.schedule_type.confidence,
+            reasoning: payload.schedule_type.reasoning,
+        };
+    }
     return Object.keys(result).length > 0 ? result : undefined;
 }
+function toJEScheduleRecommendations(payload) {
+    if (payload == null) {
+        return undefined;
+    }
+    return {
+        creditAccountConfidence: payload.credit_account_confidence,
+        creditClassConfidence: payload.credit_class_confidence,
+        debitAccountConfidence: payload.debit_account_confidence,
+        debitClassConfidence: payload.debit_class_confidence,
+        endDate: payload.end_date ?? undefined,
+        jeCreditAccountId: payload.je_credit_account_id ?? undefined,
+        jeCreditAccountingClassId: payload.je_credit_accounting_class_id ?? undefined,
+        jeDebitAccountId: payload.je_debit_account_id ?? undefined,
+        jeDebitAccountingClassId: payload.je_debit_accounting_class_id ?? undefined,
+        jeScheduleType: payload.je_schedule_type ?? undefined,
+        jeScheduleTypeConfidence: payload.je_schedule_type_confidence,
+        period: payload.period ?? undefined,
+        periodConfidence: payload.period_confidence,
+        postingDate: payload.posting_date ?? undefined,
+        postingDateConfidence: payload.posting_date_confidence,
+        similarTransactions: payload.similar_transactions,
+        startDate: payload.start_date ?? undefined,
+        startingMonth: payload.starting_month ?? undefined,
+        startingMonthConfidence: payload.starting_month_confidence,
+    };
+}
 export function toJEScheduledTransaction(payload) {
     return {
         jeScheduleId: payload.je_schedule_id ?? undefined,
@@ -223,7 +255,9 @@ export function toJEScheduledTransaction(payload) {
             ? toJEScheduleOtherAttributes(payload.other_attributes)
             : {},
         scheduledJournalEntry: [],
-        aiRecommendations: toJEScheduleAIRecommendations(payload.ai_summaries),
+        aiSummaries: toJEScheduleAISummaries(payload.ai_summaries),
+        createdByUserID: payload.created_by?.user_id ?? undefined,
+        recommendations: toJEScheduleRecommendations(payload.recommendations),
     };
 }
 export function toJEAccruedScheduledTransaction(payload) {

package/lib/esm/entity/jeSchedules/jeSchedulesSelector.js

@@ -70,12 +70,13 @@ export const getJEAccruedScheduleByJEScheduleKey = (JEScheduleKey, state) => {
 export const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTransactionKey, state) => {
     const { jeSchedulesState, vendorState, accountState, userState, classState, transactionState, } = state;
     const jeScheduleTransactionState = recordGet(jeSchedulesState.schedulesByTransactionKey, jeScheduleTransactionKey);
-    const { period, updatedByUserID: updatedBy, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, baseTransaction, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, otherAttributes, jeScheduleType, aiRecommendations, } = jeScheduleTransactionState;
+    const { period, updatedByUserID: updatedBy, createdByUserID: createdBy, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, baseTransaction, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, otherAttributes, jeScheduleType, aiSummaries, recommendations, } = jeScheduleTransactionState;
     const vendorDetails = getVendorByVendorId(vendorState, vendorId);
     if (vendorDetails == null) {
         throw new Error(`Vendor with ${vendorId} doesn't exist`);
     }
     const userDetails = updatedBy != null ? getUserByUserId(userState, updatedBy) : undefined;
+    const createdByUserDetails = createdBy != null ? getUserByUserId(userState, createdBy) : undefined;
     const baseTransactionObject = getScheduleTransactionById(transactionState, baseTransaction);
     if (baseTransactionObject == null) {
         throw Error('Base Schedule transaction cannot be null');
@@ -127,6 +128,8 @@ export const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTr
             account: accountDebit,
         },
         scheduledJournalEntry,
-        aiRecommendations,
+        aiSummaries,
+        createdByUser: createdByUserDetails,
+        recommendations,
     };
 };

package/lib/esm/entity/transaction/payloadTypes/scheduleTransactionPayload.js

@@ -29,5 +29,6 @@ export const toScheduleTransaction = (payload, currency_code, currency_symbol) =
             currencyCode: currency_code,
             currencySymbol: currency_symbol,
         },
+        description: payload.transaction_description ?? undefined,
     };
 };

package/lib/esm/view/expenseAutomationView/expenseAutomationViewSelector.js

@@ -91,7 +91,6 @@ export function getExpenseAutomationView(state) {
     const fetchStateVariables = [
         expenseAutomationMissingReceiptsViewState,
         expenseAutomationJESchedulesViewState,
-        monthEndCloseChecksView,
         expenseAutomationTransactionsView,
         expenseAutomationReconciliationViewState,
     ];

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

@@ -1,3 +1,4 @@
+import { reduceAnyFetchState } from '../../../commonStateTypes/reduceFetchState';
 import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { getAccountBase } from '../../../entity/account/accountSelector';
 import { getClassById } from '../../../entity/class/classSelector';
@@ -6,7 +7,7 @@ import { getUserByUserId } from '../../../entity/user/userSelector';
 import { getVendorByVendorId } from '../../../entity/vendor/vendorSelector';
 import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
 export function getExpenseAutomationFluxAnalysisView(state) {
-    const { expenseAutomationFluxAnalysisViewState, monthEndCloseChecksState } = state;
+    const { expenseAutomationFluxAnalysisViewState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
     const { fetchState, error, refreshStatus, uiState, reviewOperatingExpenseIdsByPeriod, selectedSectionIdsByPeriod, groupsBySelectedPeriod, fluxAnalysisEntities, bulkReviewStatus, currency, totalBalancesAndVariance, } = expenseAutomationFluxAnalysisViewState;
     const fetchStateAndError = {
         fetchState,
@@ -91,10 +92,17 @@ export function getExpenseAutomationFluxAnalysisView(state) {
         },
     };
     const completionStatus = fluxCompletionStatus != null ? fluxCompletionStatus : 'incomplete';
+    const monthEndFetchState = monthYearPeriodId != null
+        ? (monthEndCloseChecksViewState.monthEndCloseChecksViewByTenantId[currentTenant.tenantId]?.[monthYearPeriodId] ?? { fetchState: 'Not-Started', error: undefined })
+        : { fetchState: 'Not-Started', error: undefined };
+    const reducedFetchStatus = reduceAnyFetchState([
+        fetchStateAndError,
+        monthEndFetchState,
+    ]);
     return {
         sections,
         totalBalancesAndVariance,
-        fetchStatus: fetchStateAndError,
+        fetchStatus: reducedFetchStatus,
         bulkReviewStatus,
         reviewOperatingExpensesIds,
         selectedSectionIds,

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

@@ -1,5 +1,6 @@
 import omit from 'lodash/omit';
 import orderBy from 'lodash/orderBy';
+import { reduceAnyFetchState } from '../../../commonStateTypes/reduceFetchState';
 import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { getAccountIdsForTypes } from '../../../entity/account/accountSelector';
 import { getJEScheduledTransactionByJEScheduleTransactionKey, } from '../../../entity/jeSchedules/jeSchedulesSelector';
@@ -19,6 +20,8 @@ function getJEScheduleSortAccessor(sortKey) {
             return (s) => s.jeDebit.account?.accountName?.toLowerCase();
         case 'class':
             return (s) => s.jeDebit.accountingClass?.className?.toLowerCase();
+        case 'depCategory':
+            return (s) => s.jeCredit.account?.accountName?.toLowerCase();
         case 'scheduleCategory':
             return (s) => s.jeScheduleType;
         case 'startMonth':
@@ -50,7 +53,7 @@ function sortJEScheduledTransactions(transactions, sortKey, sortOrder) {
 export function getExpenseAutomationJESchedulesView(state) {
     const jeScheduledTransaction = [];
     const failedJeScheduledTransaction = [];
-    const { accountState, accountListState, classState, classListState, expenseAutomationJESchedulesViewState, expenseAutomationViewState, monthEndCloseChecksState, } = state;
+    const { accountState, accountListState, classState, classListState, expenseAutomationJESchedulesViewState, expenseAutomationViewState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
     const { jeScheduleTransactionKeysByPeriod, failedJeScheduleTransactionKeysByPeriod, jeScheduleLocalDataById, postStatusById, ignoreStatusById, uiState, error, fetchState, refreshStatus, } = expenseAutomationJESchedulesViewState;
     const accountSettingsView = getJEAccountSettingsView(state);
     const currentTenant = getCurrentTenant(state);
@@ -116,6 +119,13 @@ export function getExpenseAutomationJESchedulesView(state) {
         : [];
     const jeCompletionStatus = allSteps.find((step) => step.step === 'je_schedules')?.completionStatus;
     const completionStatus = jeCompletionStatus != null ? jeCompletionStatus : 'incomplete';
+    const monthEndFetchState = monthYearPeriodId != null
+        ? (monthEndCloseChecksViewState.monthEndCloseChecksViewByTenantId[currentTenant.tenantId]?.[monthYearPeriodId] ?? { fetchState: 'Not-Started', error: undefined })
+        : { fetchState: 'Not-Started', error: undefined };
+    const reducedFetchStatus = reduceAnyFetchState([
+        { fetchState, error },
+        monthEndFetchState,
+    ]);
     return {
         uncategorizedAccounts,
         allDepreciationAccountList: filteredDepAccounts,
@@ -131,10 +141,10 @@ export function getExpenseAutomationJESchedulesView(state) {
         accountSettingsView,
         postStatusById: postStatusById,
         ignoreStatusById: ignoreStatusById,
-        fetchState: fetchState,
+        fetchState: reducedFetchStatus.fetchState,
         jeScheduleLocalDataById: jeScheduleLocalDataById,
         uiState: uiState,
-        error: error,
+        error: reducedFetchStatus.error,
         refreshStatus,
         completionStatus,
     };

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

@@ -1,4 +1,5 @@
 import orderBy from 'lodash/orderBy';
+import { reduceAnyFetchState } from '../../../commonStateTypes/reduceFetchState';
 import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { getCurrentTenant } from '../../../entity/tenant/tenantSelector';
 import { getSupportedTransactionById, getSupportedTransactionsByIds, } from '../../../entity/transaction/transactionSelector';
@@ -7,7 +8,7 @@ import { getCompletedTransactionsCacheKey } from '../reducers/missingReceiptsVie
 import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
 import { isUnmatchedTabFileStatus, } from '../types/missingReceiptsViewState';
 export function getExpenseAutomationMissingReceiptsView(state) {
-    const { expenseAutomationMissingReceiptsViewState, expenseAutomationViewState, transactionState, monthEndCloseChecksState, } = state;
+    const { expenseAutomationMissingReceiptsViewState, expenseAutomationViewState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
     const currentTenant = getCurrentTenant(state);
     const { selectedPeriodByTenantId } = expenseAutomationViewState;
     const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
@@ -175,9 +176,16 @@ export function getExpenseAutomationMissingReceiptsView(state) {
             vendorLogo: result.vendorLogo ?? transaction?.logo?.href,
         };
     });
+    const monthEndFetchState = monthYearPeriodId != null
+        ? (monthEndCloseChecksViewState.monthEndCloseChecksViewByTenantId[currentTenant.tenantId]?.[monthYearPeriodId] ?? { fetchState: 'Not-Started', error: undefined })
+        : { fetchState: 'Not-Started', error: undefined };
+    const reducedFetchStatus = reduceAnyFetchState([
+        { fetchState, error },
+        monthEndFetchState,
+    ]);
     return {
-        fetchState,
-        error,
+        fetchState: reducedFetchStatus.fetchState,
+        error: reducedFetchStatus.error,
         uploadReceiptStatusById,
         uiState,
         refreshStatus,

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

@@ -13,7 +13,7 @@ import { getAccountList, getNestedAccountListHierarchy, } from '../../accountLis
 import { getClassList, getNestedClassListHierarchy, } from '../../classList/classListSelector';
 import { initialActionFetchState, initialReconciliationTabsState, initialState, } from '../reducers/reconciliationViewReducer';
 import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
-export const getExpenseAutomationReconciliationView = createSelector((state) => state, (state) => getCurrentTenant(state), (state) => state.expenseAutomationReconciliationViewState, (state) => state.expenseAutomationViewState, (state) => state.plaidAccountViewState, (state) => state.accountListState, (state) => state.accountState, (state) => state.classListState, (state) => state.classState, (state) => state.monthEndCloseChecksState, (state) => state.vendorState, (state, currentTenant, reconciliationViewState, expenseAutomationViewState, plaidAccountViewState, accountListState, accountState, classListState, classState, monthEndCloseChecksState, vendorState) => {
+export const getExpenseAutomationReconciliationView = createSelector((state) => state, (state) => getCurrentTenant(state), (state) => state.expenseAutomationReconciliationViewState, (state) => state.expenseAutomationViewState, (state) => state.plaidAccountViewState, (state) => state.accountListState, (state) => state.accountState, (state) => state.classListState, (state) => state.classState, (state) => state.monthEndCloseChecksState, (state) => state.vendorState, (state) => state.monthEndCloseChecksViewState, (state, currentTenant, reconciliationViewState, expenseAutomationViewState, plaidAccountViewState, accountListState, accountState, classListState, classState, monthEndCloseChecksState, vendorState, monthEndCloseChecksViewState) => {
     const { selectedPeriodByTenantId } = expenseAutomationViewState;
     const reconcileTabUiState = reconciliationViewState.reconTabsState.reconcile.uiState;
     const reviewTabUiState = reconciliationViewState.reconTabsState.review.uiState;
@@ -35,6 +35,13 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
         }
         return acc;
     }, []);
+    const monthYearPeriodId = selectedPeriod != null ? toMonthYearPeriodId(selectedPeriod) : null;
+    const monthEndFetchState = monthYearPeriodId != null
+        ? (monthEndCloseChecksViewState.monthEndCloseChecksViewByTenantId[currentTenant.tenantId]?.[monthYearPeriodId] ?? {
+            fetchState: 'Not-Started',
+            error: undefined,
+        })
+        : { fetchState: 'Not-Started', error: undefined };
     if (accountReconForMonthYearPeriod == null) {
         return {
             bankAccounts: [],
@@ -44,10 +51,13 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
             classListNestedAccountHierarchy: [],
             allAccountList: [],
             allClassList: [],
-            fetchStatus: {
-                fetchState: reconciliationViewState.fetchState,
-                error: reconciliationViewState.error,
-            },
+            fetchStatus: reduceAnyFetchState([
+                {
+                    fetchState: reconciliationViewState.fetchState,
+                    error: reconciliationViewState.error,
+                },
+                monthEndFetchState,
+            ]),
             plaidConnectionDetails: plaidAccountViewState['expense_automation_reconcile']
                 .plaidConnectionDetails,
             completionStatus: 'incomplete',
@@ -270,10 +280,13 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
         bankAccounts: uniqueBankAccounts,
         creditCards: uniqueCreditCards,
         accountReconciliationsByAccountID: reconList,
-        fetchStatus: {
-            fetchState: reconciliationViewState.fetchState,
-            error: reconciliationViewState.error,
-        },
+        fetchStatus: reduceAnyFetchState([
+            {
+                fetchState: reconciliationViewState.fetchState,
+                error: reconciliationViewState.error,
+            },
+            monthEndFetchState,
+        ]),
         plaidConnectionDetails: plaidAccountViewState['expense_automation_reconcile']
             .plaidConnectionDetails,
         reconciliationTabsState: reconciliationViewState.reconTabsState,

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

@@ -1,5 +1,5 @@
 import omit from 'lodash/omit';
-import { reduceAllFetchState } from '../../../commonStateTypes/reduceFetchState';
+import { reduceAllFetchState, reduceAnyFetchState, } from '../../../commonStateTypes/reduceFetchState';
 import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { getCurrentTenant } from '../../../entity/tenant/tenantSelector';
 import { getTransactionWithCOT } from '../../../entity/transaction/transactionHelper';
@@ -8,7 +8,7 @@ import { getAccountList, getNestedAccountListHierarchy, getUncategorizedAccounts
 import { getClassList, getNestedClassListHierarchy, } from '../../classList/classListSelector';
 import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
 export function getExpenseAutomationTransactionView(state) {
-    const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, transactionState, monthEndCloseChecksState, } = state;
+    const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
     const { selectedTransactionCategorizationTab } = expenseAutomationTransactionsViewState;
     const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, uploadReceiptStatusById, selectedTransactionId, selectedTransactionLineId, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
     const uncategorizedIncomeExpense = getUncategorizedAccounts(accountState, accountListState, 'accountList');
@@ -41,10 +41,16 @@ export function getExpenseAutomationTransactionView(state) {
         .filter((transaction) => transaction != null);
     const transactions = getSupportedTransactionsByIds(transactionState, transactionIds);
     const transactionsWithCOT = transactions.map((transaction) => getTransactionWithCOT(transaction));
-    const fetchStatus = reduceAllFetchState([
-        accountList,
-        classList,
-        expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab],
+    const monthEndFetchState = monthYearPeriodId != null
+        ? (monthEndCloseChecksViewState.monthEndCloseChecksViewByTenantId[currentTenant.tenantId]?.[monthYearPeriodId] ?? { fetchState: 'Not-Started', error: undefined })
+        : { fetchState: 'Not-Started', error: undefined };
+    const fetchStatus = reduceAnyFetchState([
+        reduceAllFetchState([
+            accountList,
+            classList,
+            expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab],
+        ]),
+        monthEndFetchState,
     ]);
     const totalCountByReview = expenseAutomationTransactionsViewState.transactionCategorizationView.review
         .uiState.totalCount;

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

@@ -3,6 +3,7 @@ const JE_SCHEDULE_SORT_KEYS = [
     'vendor',
     'category',
     'class',
+    'depCategory',
     'scheduleCategory',
     'startMonth',
     'type',

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

@@ -49,16 +49,11 @@ export const getProfitAndLossClassesHorizontalView = (filter, accountState, clas
     const calculatedSections = {};
     let reportCurrency = defaultCustomerCurrency;
     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 ?? defaultCustomerCurrency;
-        // Pivot each section from class→account to account→class
+        // Fetch each section and pivot class→account to account→class in one pass
         HORIZONTAL_PANDL_SECTION_IDS.forEach((sectionId) => {
-            const sectionReport = sectionReports[sectionId];
+            const sectionReport = getSectionClassesViewReport(accountState, classState, sectionsState, { reportId, sectionId }, filter);
             if (sectionReport != null) {
                 sections[sectionId] = pivotSectionToHorizontal(sectionReport, classColumns, SECTION_TITLES[sectionId] ?? sectionId, reportCurrency);
             }
@@ -261,7 +256,7 @@ function sumBalancesInSlice(balances) {
     if (balances.length === 0) {
         return 0;
     }
-    const summed = getSummationFreeRangeTotalBalance([...balances]);
+    const summed = getSummationFreeRangeTotalBalance(balances);
     return summed?.balance.amount ?? 0;
 }
 /**