@zeniai/client-epic-state 4.19.99-betaAD07 → 4.19.99-betaAK1

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

@@ -25,28 +25,26 @@ 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;
@@ -71,7 +69,6 @@ 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 toJEScheduleAISummaries(payload) {
+function toJEScheduleAIRecommendations(payload) {
     if (payload == null) {
         return undefined;
     }
@@ -187,40 +187,8 @@ function toJEScheduleAISummaries(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,
@@ -265,9 +233,7 @@ function toJEScheduledTransaction(payload) {
             ? toJEScheduleOtherAttributes(payload.other_attributes)
             : {},
         scheduledJournalEntry: [],
-        aiSummaries: toJEScheduleAISummaries(payload.ai_summaries),
-        createdByUserID: payload.created_by?.user_id ?? undefined,
-        recommendations: toJEScheduleRecommendations(payload.recommendations),
+        aiRecommendations: toJEScheduleAIRecommendations(payload.ai_summaries),
     };
 }
 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 { JEScheduleAISummaries, JEScheduleOtherAttributes, JEScheduleRecommendations, ScheduleJournalStatusCode, ScheduleStatus } from './jeSchedulesState';
+import { JEScheduleAIRecommendations, JEScheduleOtherAttributes, ScheduleJournalStatusCode, ScheduleStatus } from './jeSchedulesState';
 import { JEScheduleKey, JEScheduleTransactionKey, JournalEntryErrorCodeType, ScheduleTypes } from './jeSchedulesTypes';
 export interface ScheduledJournalEntry {
     error: JournalEntryErrorCodeType[];
@@ -59,16 +59,14 @@ export interface JEScheduledTransaction {
     scheduledJournalEntry: ScheduledJournalEntry[];
     status: ScheduleStatus;
     vendor: Vendor;
-    aiSummaries?: JEScheduleAISummaries;
+    aiRecommendations?: JEScheduleAIRecommendations;
     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

@@ -77,13 +77,12 @@ 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, createdByUserID: createdBy, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, baseTransaction, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, otherAttributes, jeScheduleType, aiSummaries, recommendations, } = jeScheduleTransactionState;
+    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 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');
@@ -135,9 +134,7 @@ const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTransacti
             account: accountDebit,
         },
         scheduledJournalEntry,
-        aiSummaries,
-        createdByUser: createdByUserDetails,
-        recommendations,
+        aiRecommendations,
     };
 };
 exports.getJEScheduledTransactionByJEScheduleTransactionKey = getJEScheduledTransactionByJEScheduleTransactionKey;

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

@@ -16,35 +16,13 @@ export interface JEScheduleFieldRecommendation {
     confidence: number;
     reasoning: string;
 }
-export interface JEScheduleAISummaries {
+export interface JEScheduleAIRecommendations {
     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;
@@ -90,16 +68,14 @@ export interface JEScheduledTransactionState {
     scheduledJournalEntry: ScheduledJournalEntryState[];
     status: ScheduleStatus;
     vendorId: ID;
-    aiSummaries?: JEScheduleAISummaries;
+    aiRecommendations?: JEScheduleAIRecommendations;
     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

@@ -2,15 +2,12 @@ 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' | 'labels'>, Omit<ClassBasePayload, 'qbo_id' | 'labels'> {
+export interface ScheduleTransactionPayload extends TransactionIDPayload, Omit<AccountBasePayload, 'qbo_id'>, 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

@@ -32,7 +32,6 @@ 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

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

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

@@ -136,7 +136,7 @@ function toJEScheduleOtherAttributes(payload) {
         assetId: payload.asset_id ?? undefined,
     };
 }
-function toJEScheduleAISummaries(payload) {
+function toJEScheduleAIRecommendations(payload) {
     if (payload == null) {
         return undefined;
     }
@@ -177,40 +177,8 @@ function toJEScheduleAISummaries(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,
@@ -255,9 +223,7 @@ export function toJEScheduledTransaction(payload) {
             ? toJEScheduleOtherAttributes(payload.other_attributes)
             : {},
         scheduledJournalEntry: [],
-        aiSummaries: toJEScheduleAISummaries(payload.ai_summaries),
-        createdByUserID: payload.created_by?.user_id ?? undefined,
-        recommendations: toJEScheduleRecommendations(payload.recommendations),
+        aiRecommendations: toJEScheduleAIRecommendations(payload.ai_summaries),
     };
 }
 export function toJEAccruedScheduledTransaction(payload) {

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

@@ -70,13 +70,12 @@ 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, createdByUserID: createdBy, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, baseTransaction, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, otherAttributes, jeScheduleType, aiSummaries, recommendations, } = jeScheduleTransactionState;
+    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 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');
@@ -128,8 +127,6 @@ export const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTr
             account: accountDebit,
         },
         scheduledJournalEntry,
-        aiSummaries,
-        createdByUser: createdByUserDetails,
-        recommendations,
+        aiRecommendations,
     };
 };

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

@@ -29,6 +29,5 @@ 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

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

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

@@ -1,4 +1,3 @@
-import { reduceAnyFetchState } from '../../../commonStateTypes/reduceFetchState';
 import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { getAccountBase } from '../../../entity/account/accountSelector';
 import { getClassById } from '../../../entity/class/classSelector';
@@ -7,7 +6,7 @@ import { getUserByUserId } from '../../../entity/user/userSelector';
 import { getVendorByVendorId } from '../../../entity/vendor/vendorSelector';
 import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
 export function getExpenseAutomationFluxAnalysisView(state) {
-    const { expenseAutomationFluxAnalysisViewState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
+    const { expenseAutomationFluxAnalysisViewState, monthEndCloseChecksState } = state;
     const { fetchState, error, refreshStatus, uiState, reviewOperatingExpenseIdsByPeriod, selectedSectionIdsByPeriod, groupsBySelectedPeriod, fluxAnalysisEntities, bulkReviewStatus, currency, totalBalancesAndVariance, } = expenseAutomationFluxAnalysisViewState;
     const fetchStateAndError = {
         fetchState,
@@ -92,17 +91,10 @@ 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: reducedFetchStatus,
+        fetchStatus: fetchStateAndError,
         bulkReviewStatus,
         reviewOperatingExpensesIds,
         selectedSectionIds,

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

@@ -1,6 +1,5 @@
 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';
@@ -20,8 +19,6 @@ 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':
@@ -53,7 +50,7 @@ function sortJEScheduledTransactions(transactions, sortKey, sortOrder) {
 export function getExpenseAutomationJESchedulesView(state) {
     const jeScheduledTransaction = [];
     const failedJeScheduledTransaction = [];
-    const { accountState, accountListState, classState, classListState, expenseAutomationJESchedulesViewState, expenseAutomationViewState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
+    const { accountState, accountListState, classState, classListState, expenseAutomationJESchedulesViewState, expenseAutomationViewState, monthEndCloseChecksState, } = state;
     const { jeScheduleTransactionKeysByPeriod, failedJeScheduleTransactionKeysByPeriod, jeScheduleLocalDataById, postStatusById, ignoreStatusById, uiState, error, fetchState, refreshStatus, } = expenseAutomationJESchedulesViewState;
     const accountSettingsView = getJEAccountSettingsView(state);
     const currentTenant = getCurrentTenant(state);
@@ -119,13 +116,6 @@ 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,
@@ -141,10 +131,10 @@ export function getExpenseAutomationJESchedulesView(state) {
         accountSettingsView,
         postStatusById: postStatusById,
         ignoreStatusById: ignoreStatusById,
-        fetchState: reducedFetchStatus.fetchState,
+        fetchState: fetchState,
         jeScheduleLocalDataById: jeScheduleLocalDataById,
         uiState: uiState,
-        error: reducedFetchStatus.error,
+        error: error,
         refreshStatus,
         completionStatus,
     };

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

@@ -1,5 +1,4 @@
 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';
@@ -8,7 +7,7 @@ import { getCompletedTransactionsCacheKey } from '../reducers/missingReceiptsVie
 import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
 import { isUnmatchedTabFileStatus, } from '../types/missingReceiptsViewState';
 export function getExpenseAutomationMissingReceiptsView(state) {
-    const { expenseAutomationMissingReceiptsViewState, expenseAutomationViewState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
+    const { expenseAutomationMissingReceiptsViewState, expenseAutomationViewState, transactionState, monthEndCloseChecksState, } = state;
     const currentTenant = getCurrentTenant(state);
     const { selectedPeriodByTenantId } = expenseAutomationViewState;
     const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
@@ -176,16 +175,9 @@ 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: reducedFetchStatus.fetchState,
-        error: reducedFetchStatus.error,
+        fetchState,
+        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) => state.monthEndCloseChecksViewState, (state, currentTenant, reconciliationViewState, expenseAutomationViewState, plaidAccountViewState, accountListState, accountState, classListState, classState, monthEndCloseChecksState, vendorState, monthEndCloseChecksViewState) => {
+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) => {
     const { selectedPeriodByTenantId } = expenseAutomationViewState;
     const reconcileTabUiState = reconciliationViewState.reconTabsState.reconcile.uiState;
     const reviewTabUiState = reconciliationViewState.reconTabsState.review.uiState;
@@ -35,13 +35,6 @@ 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: [],
@@ -51,13 +44,10 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
             classListNestedAccountHierarchy: [],
             allAccountList: [],
             allClassList: [],
-            fetchStatus: reduceAnyFetchState([
-                {
-                    fetchState: reconciliationViewState.fetchState,
-                    error: reconciliationViewState.error,
-                },
-                monthEndFetchState,
-            ]),
+            fetchStatus: {
+                fetchState: reconciliationViewState.fetchState,
+                error: reconciliationViewState.error,
+            },
             plaidConnectionDetails: plaidAccountViewState['expense_automation_reconcile']
                 .plaidConnectionDetails,
             completionStatus: 'incomplete',
@@ -280,13 +270,10 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
         bankAccounts: uniqueBankAccounts,
         creditCards: uniqueCreditCards,
         accountReconciliationsByAccountID: reconList,
-        fetchStatus: reduceAnyFetchState([
-            {
-                fetchState: reconciliationViewState.fetchState,
-                error: reconciliationViewState.error,
-            },
-            monthEndFetchState,
-        ]),
+        fetchStatus: {
+            fetchState: reconciliationViewState.fetchState,
+            error: reconciliationViewState.error,
+        },
         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, reduceAnyFetchState, } from '../../../commonStateTypes/reduceFetchState';
+import { reduceAllFetchState } 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, monthEndCloseChecksViewState, } = state;
+    const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, transactionState, monthEndCloseChecksState, } = 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');
@@ -41,16 +41,10 @@ export function getExpenseAutomationTransactionView(state) {
         .filter((transaction) => transaction != null);
     const transactions = getSupportedTransactionsByIds(transactionState, transactionIds);
     const transactionsWithCOT = transactions.map((transaction) => getTransactionWithCOT(transaction));
-    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 fetchStatus = reduceAllFetchState([
+        accountList,
+        classList,
+        expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab],
     ]);
     const totalCountByReview = expenseAutomationTransactionsViewState.transactionCategorizationView.review
         .uiState.totalCount;

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

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

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

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