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

package/lib/view/aiCfoView/aiCfoViewPayload.d.ts

@@ -1,7 +1,7 @@
 import { AiCfoAnswerPayload, ChatSessionPayload } from '../../entity/aiCfo/aiCfoPayload';
 import { UserRolePayload } from '../../entity/userRole/userRolePayload';
 import { ZeniAPIResponse } from '../../responsePayload';
-import { AiCfoSuggestedQuestionsPageContext } from './aiCfoViewState';
+import type { AiCfoSuggestedQuestionsPageContext } from '../../common/aiCfo/aiCfoSuggestedQuestionsPageContext';
 export type ContextStatus = 'NONE' | 'NOT_FOUND' | 'PERMISSION_DENIED' | 'SUCCESS';
 export interface CreateSessionResponseData {
     chat_session_id: string;

package/lib/view/aiCfoView/aiCfoViewReducer.d.ts

@@ -4,7 +4,7 @@ import { ChatSessionPayload } from '../../entity/aiCfo/aiCfoPayload';
 import { AiCfoAnswerResponseType } from '../../entity/aiCfo/aiCfoState';
 import { ZeniAPIStatus } from '../../responsePayload';
 import { ContextStatus } from './aiCfoViewPayload';
-import { AiCfoSuggestedQuestionsPageContext } from './aiCfoViewState';
+import type { AiCfoSuggestedQuestionsPageContext } from '../../common/aiCfo/aiCfoSuggestedQuestionsPageContext';
 import { AiCfoViewState } from './aiCfoViewState';
 export declare const initialAiCfoViewState: AiCfoViewState;
 export declare const submitQuestion: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[sessionId: string, questionAnswerId: string, userId: string, questionId: string, createdAt: import("dayjs").Dayjs, question: string, files?: File[] | undefined], {

package/lib/view/aiCfoView/aiCfoViewSelector.d.ts

@@ -3,7 +3,7 @@ import { FetchStateAndError } from '../../commonStateTypes/common';
 import { SelectorView } from '../../commonStateTypes/viewAndReport/viewAndReport';
 import { AiCfoSelectorView } from '../../entity/aiCfo/aiCfoSelector';
 import { RootState } from '../../reducer';
-import { AiCfoSuggestedQuestionsPageContext } from './aiCfoViewState';
+import type { AiCfoSuggestedQuestionsPageContext } from '../../common/aiCfo/aiCfoSuggestedQuestionsPageContext';
 import { AiCfoViewUIState, SuggestedQuestionsForPageContext } from './aiCfoViewState';
 export interface AiCfoViewSelector extends SelectorView, AiCfoSelectorView {
     createSessionAndSubmitState: FetchStateAndError;

package/lib/view/aiCfoView/aiCfoViewState.d.ts

@@ -1,3 +1,4 @@
+import type { AiCfoSuggestedQuestionsPageContext } from '../../common/aiCfo/aiCfoSuggestedQuestionsPageContext';
 import { FetchStateAndError, ID } from '../../commonStateTypes/common';
 import { PageToken } from '../../commonStateTypes/viewAndReport/viewAndReport';
 import { ContextStatus } from './aiCfoViewPayload';
@@ -31,10 +32,6 @@ export interface AiCfoViewUIState {
     lastContextMessage?: string;
     lastContextStatus?: ContextStatus;
 }
-/**
- * Supported `page_context` values for GET .../suggested-questions and related UI state.
- */
-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';
 export interface SuggestedQuestionsForPageContext extends FetchStateAndError {
     pageContext: AiCfoSuggestedQuestionsPageContext;
     suggestedQuestions: string[];

package/lib/view/expenseAutomationView/expenseAutomationViewSelector.js

@@ -94,7 +94,6 @@ function getExpenseAutomationView(state) {
     const fetchStateVariables = [
         expenseAutomationMissingReceiptsViewState,
         expenseAutomationJESchedulesViewState,
-        monthEndCloseChecksView,
         expenseAutomationTransactionsView,
         expenseAutomationReconciliationViewState,
     ];

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

@@ -1,6 +1,7 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.getExpenseAutomationFluxAnalysisView = getExpenseAutomationFluxAnalysisView;
+const reduceFetchState_1 = require("../../../commonStateTypes/reduceFetchState");
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const accountSelector_1 = require("../../../entity/account/accountSelector");
 const classSelector_1 = require("../../../entity/class/classSelector");
@@ -9,7 +10,7 @@ const userSelector_1 = require("../../../entity/user/userSelector");
 const vendorSelector_1 = require("../../../entity/vendor/vendorSelector");
 const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
 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,
@@ -94,10 +95,17 @@ 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 = (0, reduceFetchState_1.reduceAnyFetchState)([
+        fetchStateAndError,
+        monthEndFetchState,
+    ]);
     return {
         sections,
         totalBalancesAndVariance,
-        fetchStatus: fetchStateAndError,
+        fetchStatus: reducedFetchStatus,
         bulkReviewStatus,
         reviewOperatingExpensesIds,
         selectedSectionIds,

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

@@ -6,6 +6,7 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.getExpenseAutomationJESchedulesView = getExpenseAutomationJESchedulesView;
 const omit_1 = __importDefault(require("lodash/omit"));
 const orderBy_1 = __importDefault(require("lodash/orderBy"));
+const reduceFetchState_1 = require("../../../commonStateTypes/reduceFetchState");
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const accountSelector_1 = require("../../../entity/account/accountSelector");
 const jeSchedulesSelector_1 = require("../../../entity/jeSchedules/jeSchedulesSelector");
@@ -25,6 +26,8 @@ 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':
@@ -56,7 +59,7 @@ function sortJEScheduledTransactions(transactions, sortKey, sortOrder) {
 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 = (0, jeAccountSettingsViewSelector_1.getJEAccountSettingsView)(state);
     const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
@@ -122,6 +125,13 @@ 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 = (0, reduceFetchState_1.reduceAnyFetchState)([
+        { fetchState, error },
+        monthEndFetchState,
+    ]);
     return {
         uncategorizedAccounts,
         allDepreciationAccountList: filteredDepAccounts,
@@ -137,10 +147,10 @@ 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/view/expenseAutomationView/selectors/missingReceiptsSelector.js

@@ -5,6 +5,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.getExpenseAutomationMissingReceiptsView = getExpenseAutomationMissingReceiptsView;
 const orderBy_1 = __importDefault(require("lodash/orderBy"));
+const reduceFetchState_1 = require("../../../commonStateTypes/reduceFetchState");
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
 const transactionSelector_1 = require("../../../entity/transaction/transactionSelector");
@@ -13,7 +14,7 @@ const missingReceiptsViewReducer_1 = require("../reducers/missingReceiptsViewRed
 const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
 const missingReceiptsViewState_1 = require("../types/missingReceiptsViewState");
 function getExpenseAutomationMissingReceiptsView(state) {
-    const { expenseAutomationMissingReceiptsViewState, expenseAutomationViewState, transactionState, monthEndCloseChecksState, } = state;
+    const { expenseAutomationMissingReceiptsViewState, expenseAutomationViewState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
     const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
     const { selectedPeriodByTenantId } = expenseAutomationViewState;
     const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
@@ -181,9 +182,16 @@ 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 = (0, reduceFetchState_1.reduceAnyFetchState)([
+        { fetchState, error },
+        monthEndFetchState,
+    ]);
     return {
-        fetchState,
-        error,
+        fetchState: reducedFetchStatus.fetchState,
+        error: reducedFetchStatus.error,
         uploadReceiptStatusById,
         uiState,
         refreshStatus,

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

@@ -19,7 +19,7 @@ const accountListSelector_1 = require("../../accountList/accountListSelector");
 const classListSelector_1 = require("../../classList/classListSelector");
 const reconciliationViewReducer_1 = require("../reducers/reconciliationViewReducer");
 const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
-exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((state) => state, (state) => (0, tenantSelector_1.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) => {
+exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((state) => state, (state) => (0, tenantSelector_1.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;
@@ -41,6 +41,13 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
         }
         return acc;
     }, []);
+    const monthYearPeriodId = selectedPeriod != null ? (0, timePeriod_1.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: [],
@@ -50,10 +57,13 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
             classListNestedAccountHierarchy: [],
             allAccountList: [],
             allClassList: [],
-            fetchStatus: {
-                fetchState: reconciliationViewState.fetchState,
-                error: reconciliationViewState.error,
-            },
+            fetchStatus: (0, reduceFetchState_1.reduceAnyFetchState)([
+                {
+                    fetchState: reconciliationViewState.fetchState,
+                    error: reconciliationViewState.error,
+                },
+                monthEndFetchState,
+            ]),
             plaidConnectionDetails: plaidAccountViewState['expense_automation_reconcile']
                 .plaidConnectionDetails,
             completionStatus: 'incomplete',
@@ -276,10 +286,13 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
         bankAccounts: uniqueBankAccounts,
         creditCards: uniqueCreditCards,
         accountReconciliationsByAccountID: reconList,
-        fetchStatus: {
-            fetchState: reconciliationViewState.fetchState,
-            error: reconciliationViewState.error,
-        },
+        fetchStatus: (0, reduceFetchState_1.reduceAnyFetchState)([
+            {
+                fetchState: reconciliationViewState.fetchState,
+                error: reconciliationViewState.error,
+            },
+            monthEndFetchState,
+        ]),
         plaidConnectionDetails: plaidAccountViewState['expense_automation_reconcile']
             .plaidConnectionDetails,
         reconciliationTabsState: reconciliationViewState.reconTabsState,

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

@@ -14,7 +14,7 @@ const accountListSelector_1 = require("../../accountList/accountListSelector");
 const classListSelector_1 = require("../../classList/classListSelector");
 const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
 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 = (0, accountListSelector_1.getUncategorizedAccounts)(accountState, accountListState, 'accountList');
@@ -47,10 +47,16 @@ function getExpenseAutomationTransactionView(state) {
         .filter((transaction) => transaction != null);
     const transactions = (0, transactionSelector_1.getSupportedTransactionsByIds)(transactionState, transactionIds);
     const transactionsWithCOT = transactions.map((transaction) => (0, transactionHelper_1.getTransactionWithCOT)(transaction));
-    const fetchStatus = (0, reduceFetchState_1.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 = (0, reduceFetchState_1.reduceAnyFetchState)([
+        (0, reduceFetchState_1.reduceAllFetchState)([
+            accountList,
+            classList,
+            expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab],
+        ]),
+        monthEndFetchState,
     ]);
     const totalCountByReview = expenseAutomationTransactionsViewState.transactionCategorizationView.review
         .uiState.totalCount;

package/lib/view/expenseAutomationView/types/jeSchedulesViewState.d.ts

@@ -6,7 +6,7 @@ import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { AccountBase } from '../../../entity/account/accountState';
 import { JEScheduleTransactionKey, ScheduleTypes } from '../../../entity/jeSchedules/jeSchedulesTypes';
 import { VendorBase } from '../../../entity/vendor/vendorState';
-export declare const toJEScheduleSortKey: (v: string) => "vendor" | "type" | "category" | "class" | "memo" | "transactionDate" | "totalAmount" | "runningBalance" | "scheduleCategory" | "startMonth" | "amortizationPeriod" | "jePostingDate" | "remainingMonths";
+export declare const toJEScheduleSortKey: (v: string) => "vendor" | "type" | "category" | "class" | "memo" | "transactionDate" | "totalAmount" | "runningBalance" | "depCategory" | "scheduleCategory" | "startMonth" | "amortizationPeriod" | "jePostingDate" | "remainingMonths";
 export type JEScheduleSortKey = ReturnType<typeof toJEScheduleSortKey>;
 export interface JESchedulesViewUIState {
     scrollPosition: {

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

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

package/lib/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector.js

@@ -52,16 +52,11 @@ const getProfitAndLossClassesHorizontalView = (filter, accountState, classState,
     const calculatedSections = {};
     let reportCurrency = currencyHelper_1.defaultCustomerCurrency;
     if (fetchState.fetchState === 'Completed' && selectedPeriod != null) {
-        // Get section reports using existing selector infrastructure
-        const sectionReports = {};
-        HORIZONTAL_PANDL_SECTION_IDS.forEach((sectionId) => {
-            sectionReports[sectionId] = (0, sectionClassesViewSelector_1.getSectionClassesViewReport)(accountState, classState, sectionsState, { reportId, sectionId }, filter);
-        });
         reportCurrency =
             profitAndLossClassesViewState.currency ?? currencyHelper_1.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 = (0, sectionClassesViewSelector_1.getSectionClassesViewReport)(accountState, classState, sectionsState, { reportId, sectionId }, filter);
             if (sectionReport != null) {
                 sections[sectionId] = pivotSectionToHorizontal(sectionReport, classColumns, SECTION_TITLES[sectionId] ?? sectionId, reportCurrency);
             }
@@ -265,7 +260,7 @@ function sumBalancesInSlice(balances) {
     if (balances.length === 0) {
         return 0;
     }
-    const summed = (0, getSummationBalance_1.getSummationFreeRangeTotalBalance)([...balances]);
+    const summed = (0, getSummationBalance_1.getSummationFreeRangeTotalBalance)(balances);
     return summed?.balance.amount ?? 0;
 }
 /**

package/lib/view/profitAndLossClassesView/profitAndLossHorizontalEnrichment.js

@@ -28,30 +28,31 @@ function enrichHorizontalSection(report, section) {
         return total?.balance.amount ?? 0;
     });
     section.sectionHeaderBalancesSlice = buildHorizontalClassColumnBalancesSlice(report, classAmounts, section.sectionTotal.amount);
-    const childrenRowIndicesByParent = buildHorizontalAccountChildIndicesByParent(section.accounts);
+    const parentIndices = computeHorizontalAccountParentIndices(section.accounts);
+    const childrenRowIndicesByParent = buildHorizontalAccountChildIndicesByParent(parentIndices);
     const childrenRecord = {};
     childrenRowIndicesByParent.forEach((childIndices, parentIndex) => {
         childrenRecord[parentIndex] = childIndices;
     });
     section.treeLayout = {
         rootAccountRowIndices: section.accounts
-            .map((_, i) => findHorizontalAccountParentIndex(section.accounts, i) === -1 ? i : -1)
+            .map((_, i) => (parentIndices[i] === -1 ? i : -1))
             .filter((i) => i >= 0),
         childrenRowIndicesByParent: childrenRecord,
     };
+    const siblingsPerRow = buildSiblingIndicesPerRow(section.accounts, parentIndices);
+    const hasChildFlags = computeHorizontalHasChildFlags(parentIndices);
     for (let i = 0; i < section.accounts.length; i++) {
         const row = section.accounts[i];
-        const classRowAmounts = report.classColumns.map((col) => {
-            const cb = row.classBalances.find((b) => b.classId === col.classId);
-            return cb?.balance.amount ?? 0;
-        });
+        // Same column order as `report.classColumns` (see `pivotSectionToHorizontal`).
+        const classRowAmounts = row.classBalances.map((b) => b.balance.amount);
         row.accountReportData = {
             accountId: row.accountId,
             accountName: row.accountName,
             accountType: row.accountType,
             depth: row.depth,
             balancesInTimeframe: buildHorizontalClassColumnBalancesSlice(report, classRowAmounts, row.rowTotal.amount),
-            horizontalTreeView: buildHorizontalTreeView(section.accounts, i),
+            horizontalTreeView: buildHorizontalTreeViewFromPrecomputed(section.accounts, i, parentIndices, siblingsPerRow, hasChildFlags),
         };
     }
 }
@@ -123,64 +124,157 @@ function buildHorizontalClassColumnBalancesSlice(report, classAmounts, totalAmou
         },
     };
 }
-function findHorizontalAccountParentIndex(dfsOrderedAccountRows, childRowIndex) {
-    const childDepth = dfsOrderedAccountRows[childRowIndex].depth;
-    if (childDepth <= 2) {
-        return -1;
-    }
-    for (let earlierRowIndex = childRowIndex - 1; earlierRowIndex >= 0; earlierRowIndex--) {
-        const earlierDepth = dfsOrderedAccountRows[earlierRowIndex].depth;
-        if (earlierDepth < childDepth) {
-            if (earlierDepth === childDepth - 1) {
-                return earlierRowIndex;
+/**
+ * Parent index per DFS row — O(n). Matches the scan in the former
+ * `findHorizontalAccountParentIndex` (depth &lt;= 2 rows have no parent).
+ */
+function computeHorizontalAccountParentIndices(rows) {
+    const accountRowCount = rows.length;
+    const parentIndex = new Array(accountRowCount).fill(-1);
+    const stack = [];
+    for (let rowIndex = 0; rowIndex < accountRowCount; rowIndex++) {
+        const accountRow = rows[rowIndex];
+        if (accountRow == null) {
+            continue;
+        }
+        const d = accountRow.depth;
+        while (stack.length > 0) {
+            const topIdx = stack[stack.length - 1];
+            if (topIdx == null) {
+                break;
             }
-            return -1;
+            const topRow = rows[topIdx];
+            if (topRow == null) {
+                stack.pop();
+                continue;
+            }
+            if (topRow.depth < d) {
+                break;
+            }
+            stack.pop();
+        }
+        if (d <= 2) {
+            parentIndex[rowIndex] = -1;
+        }
+        else if (stack.length === 0) {
+            parentIndex[rowIndex] = -1;
         }
+        else {
+            const peek = stack[stack.length - 1];
+            if (peek == null) {
+                parentIndex[rowIndex] = -1;
+            }
+            else {
+                const parentRow = rows[peek];
+                parentIndex[rowIndex] =
+                    parentRow != null && parentRow.depth === d - 1 ? peek : -1;
+            }
+        }
+        stack.push(rowIndex);
     }
-    return -1;
+    return parentIndex;
 }
-function getHorizontalAccountSiblingIndices(dfsOrderedAccountRows, rowIndex) {
-    const parentRowIndex = findHorizontalAccountParentIndex(dfsOrderedAccountRows, rowIndex);
-    const rowDepth = dfsOrderedAccountRows[rowIndex].depth;
-    const siblings = [];
-    for (let i = 0; i < dfsOrderedAccountRows.length; i++) {
-        if (dfsOrderedAccountRows[i].depth === rowDepth &&
-            findHorizontalAccountParentIndex(dfsOrderedAccountRows, i) ===
-                parentRowIndex) {
-            siblings.push(i);
+/** Sibling row indices (same parent + depth), in traversal order — O(n). */
+function buildSiblingIndicesPerRow(rows, parentIndices) {
+    const accountRowCount = rows.length;
+    const keyToIndices = new Map();
+    for (let rowIndex = 0; rowIndex < accountRowCount; rowIndex++) {
+        const parentRowIndex = parentIndices[rowIndex];
+        const accountRow = rows[rowIndex];
+        if (parentRowIndex == null || accountRow == null) {
+            continue;
+        }
+        const key = `${parentRowIndex}:${accountRow.depth}`;
+        let g = keyToIndices.get(key);
+        if (g == null) {
+            g = [];
+            keyToIndices.set(key, g);
         }
+        g.push(rowIndex);
     }
-    return siblings;
+    const siblingsPerRow = new Array(accountRowCount);
+    for (let rowIndex = 0; rowIndex < accountRowCount; rowIndex++) {
+        const parentRowIndex = parentIndices[rowIndex];
+        const accountRow = rows[rowIndex];
+        if (parentRowIndex == null || accountRow == null) {
+            siblingsPerRow[rowIndex] = [rowIndex];
+            continue;
+        }
+        const key = `${parentRowIndex}:${accountRow.depth}`;
+        const group = keyToIndices.get(key);
+        siblingsPerRow[rowIndex] = group != null ? group : [rowIndex];
+    }
+    return siblingsPerRow;
 }
-function horizontalAccountHasChildRows(dfsOrderedAccountRows, parentRowIndex) {
-    return dfsOrderedAccountRows.some((_, rowIndex) => findHorizontalAccountParentIndex(dfsOrderedAccountRows, rowIndex) ===
-        parentRowIndex);
+function computeHorizontalHasChildFlags(parentIndices) {
+    const rowCount = parentIndices.length;
+    const flags = new Array(rowCount).fill(false);
+    for (let rowIndex = 0; rowIndex < rowCount; rowIndex++) {
+        const parentRowIndex = parentIndices[rowIndex];
+        if (parentRowIndex != null &&
+            parentRowIndex >= 0 &&
+            parentRowIndex < rowCount) {
+            flags[parentRowIndex] = true;
+        }
+    }
+    return flags;
 }
-function buildHorizontalSubAccountAncestorMetadata(dfsOrderedAccountRows, currentRowIndex) {
-    const ancestorRowIndicesRootToLeaf = [];
+function buildHorizontalSubAccountAncestorMetadataFromPrecomputed(dfsOrderedAccountRows, currentRowIndex, parentIndices, siblingsPerRow, hasChildFlags) {
+    const chain = [];
     let walkRowIndex = currentRowIndex;
     while (walkRowIndex >= 0) {
-        ancestorRowIndicesRootToLeaf.unshift(walkRowIndex);
-        walkRowIndex = findHorizontalAccountParentIndex(dfsOrderedAccountRows, walkRowIndex);
+        chain.unshift(walkRowIndex);
+        const parentRowIndex = parentIndices[walkRowIndex];
+        if (parentRowIndex == null) {
+            break;
+        }
+        walkRowIndex = parentRowIndex;
     }
-    return ancestorRowIndicesRootToLeaf.map((rowIndex) => {
-        const siblingIndices = getHorizontalAccountSiblingIndices(dfsOrderedAccountRows, rowIndex);
+    return chain.map((rowIndex) => {
+        const accountRow = dfsOrderedAccountRows[rowIndex];
+        const siblingIndices = siblingsPerRow[rowIndex];
+        const hasChild = hasChildFlags[rowIndex];
+        if (accountRow == null || siblingIndices == null) {
+            return {
+                depth: 0,
+                hasSibling: false,
+                hasChildren: hasChild === true,
+                isLastNode: true,
+                name: '',
+            };
+        }
         return {
-            depth: dfsOrderedAccountRows[rowIndex].depth - 2,
+            depth: accountRow.depth - 2,
             hasSibling: siblingIndices.length > 1,
-            hasChildren: horizontalAccountHasChildRows(dfsOrderedAccountRows, rowIndex),
+            hasChildren: hasChild === true,
             isLastNode: rowIndex === siblingIndices[siblingIndices.length - 1],
-            name: dfsOrderedAccountRows[rowIndex].accountName,
+            name: accountRow.accountName,
         };
     });
 }
-function buildHorizontalAccountChildIndicesByParent(dfsOrderedAccountRows) {
+function buildHorizontalTreeViewFromPrecomputed(dfsOrderedAccountRows, currentRowIndex, parentIndices, siblingsPerRow, hasChildFlags) {
+    const siblingIndices = siblingsPerRow[currentRowIndex];
+    const accountRow = dfsOrderedAccountRows[currentRowIndex];
+    const hasChildrenFlag = hasChildFlags[currentRowIndex];
+    const treeDepth = accountRow != null ? Math.max(0, accountRow.depth - 2) : 0;
+    const hasChildren = hasChildrenFlag === true;
+    const sibs = siblingIndices ?? [currentRowIndex];
+    return {
+        subAccountAncestorMetadata: buildHorizontalSubAccountAncestorMetadataFromPrecomputed(dfsOrderedAccountRows, currentRowIndex, parentIndices, siblingsPerRow, hasChildFlags),
+        treeDepth,
+        hasChildren,
+        hasSiblings: sibs.length > 1,
+        isLeaf: !hasChildren,
+        isLastNode: currentRowIndex === sibs[sibs.length - 1],
+    };
+}
+function buildHorizontalAccountChildIndicesByParent(parentIndices) {
     const childIndicesByParentRowIndex = new Map();
-    for (let rowIndex = 0; rowIndex < dfsOrderedAccountRows.length; rowIndex++) {
-        const parentRowIndex = findHorizontalAccountParentIndex(dfsOrderedAccountRows, rowIndex);
-        if (parentRowIndex >= 0) {
+    for (let rowIndex = 0; rowIndex < parentIndices.length; rowIndex++) {
+        const parentRowIndex = parentIndices[rowIndex];
+        if (parentRowIndex != null && parentRowIndex >= 0) {
             let childRowIndices = childIndicesByParentRowIndex.get(parentRowIndex);
-            if (childRowIndices === undefined) {
+            if (childRowIndices == null) {
                 childRowIndices = [];
                 childIndicesByParentRowIndex.set(parentRowIndex, childRowIndices);
             }
@@ -189,16 +283,3 @@ function buildHorizontalAccountChildIndicesByParent(dfsOrderedAccountRows) {
     }
     return childIndicesByParentRowIndex;
 }
-function buildHorizontalTreeView(dfsOrderedAccountRows, currentRowIndex) {
-    const treeDepth = Math.max(0, dfsOrderedAccountRows[currentRowIndex].depth - 2);
-    const siblingIndices = getHorizontalAccountSiblingIndices(dfsOrderedAccountRows, currentRowIndex);
-    const hasChildren = horizontalAccountHasChildRows(dfsOrderedAccountRows, currentRowIndex);
-    return {
-        subAccountAncestorMetadata: buildHorizontalSubAccountAncestorMetadata(dfsOrderedAccountRows, currentRowIndex),
-        treeDepth,
-        hasChildren,
-        hasSiblings: siblingIndices.length > 1,
-        isLeaf: !hasChildren,
-        isLastNode: currentRowIndex === siblingIndices[siblingIndices.length - 1],
-    };
-}

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "4.19.99-betaAD01",
+  "version": "4.19.99-betaAD07",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",