@zeniai/client-epic-state 4.19.99-betaRD2 → 4.19.99-betaRD21

package/lib/view/companyView/types/cockpitTypes.d.ts

@@ -1,13 +1,12 @@
 import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { ZeniDate } from '../../../zeniDayJS';
-import { AiAccountantFilterCategoryField } from '../../aiAccountantView/aiAccountantViewState';
 import { SubscriptionViewSortKey } from '../../subscriptionView/types/subscriptionTypes';
 import { FilterCategoryValueType } from '../helpers/cockpitHelpers';
 import { CockpitDownloadTabsID, CockpitTabsFileType } from './cockpitTabsID';
-export declare const toPortfolioSortKeyType: (v: string) => "companyName" | "expenses" | "runway" | "cashBalance" | "revenues" | "netIncome";
-export declare const toManagementSortKeyType: (v: string) => "status" | "bookCloseDate" | "companyName" | "group" | "controller" | "plans" | "monthlyRecurringRevenue" | "notes" | "taxStatus" | "preparer" | "reviewer" | "annualRecurringRevenue" | "task" | "customerSuccessManager" | "apAnalyst" | "reportSent" | "taxLead" | "satisfaction";
-export declare const toOnboardingSortKeyType: (v: string) => "companyName" | "notes" | "businessVerified" | "identityVerified" | "bankAccountLinked" | "customerCreated" | "groupCreated" | "qboLinked" | "enroller" | "invite" | "latestCreated";
-export declare const toHealthSortKeyType: (v: string) => "companyName" | "group" | "controller" | "monthlyRecurringRevenue" | "runway" | "companyEngagementMetricsUpdatedAt" | "customerSatisfactionScore" | "externalProductServiceExposure" | "netPromoterScore" | "customerSuccessManager" | "issues" | "productVerticals" | "churnProbability" | "lastReportSent" | "subscriptionDate" | "renewalDate" | "dashboardLastSeen" | "lastEngagement";
+export declare const toPortfolioSortKeyType: (v: string) => "expenses" | "runway" | "companyName" | "cashBalance" | "revenues" | "netIncome";
+export declare const toManagementSortKeyType: (v: string) => "status" | "bookCloseDate" | "group" | "taxStatus" | "controller" | "preparer" | "reviewer" | "annualRecurringRevenue" | "companyName" | "monthlyRecurringRevenue" | "task" | "notes" | "plans" | "customerSuccessManager" | "apAnalyst" | "reportSent" | "taxLead" | "satisfaction";
+export declare const toOnboardingSortKeyType: (v: string) => "companyName" | "businessVerified" | "identityVerified" | "bankAccountLinked" | "customerCreated" | "groupCreated" | "qboLinked" | "notes" | "enroller" | "invite" | "latestCreated";
+export declare const toHealthSortKeyType: (v: string) => "group" | "runway" | "controller" | "companyName" | "monthlyRecurringRevenue" | "companyEngagementMetricsUpdatedAt" | "customerSatisfactionScore" | "externalProductServiceExposure" | "netPromoterScore" | "customerSuccessManager" | "lastReportSent" | "issues" | "productVerticals" | "churnProbability" | "subscriptionDate" | "renewalDate" | "dashboardLastSeen" | "lastEngagement";
 export declare const toTaskManagerSortKeyType: (v: string) => "status" | "name" | "tags" | "createdBy" | "dueDate" | "priority" | "assignee" | "taskName";
 export type PortfolioViewSortKey = ReturnType<typeof toPortfolioSortKeyType>;
 export type ManagementViewSortKey = ReturnType<typeof toManagementSortKeyType>;
@@ -22,7 +21,7 @@ export interface CockpitFilterCategory {
     matchingOperator: 'equal' | 'not-equal';
     values: FilterCategoryValueType[];
     valuesCombinationOperator: 'ANY' | 'ALL';
-    field?: AiAccountantFilterCategoryField | ManagementViewFilterCategoryField | SubscriptionViewFilterCategoryField | PortfolioViewFilterCategoryField | HealthMonitorViewFilterCategoryField;
+    field?: ManagementViewFilterCategoryField | SubscriptionViewFilterCategoryField | PortfolioViewFilterCategoryField | HealthMonitorViewFilterCategoryField;
 }
 export interface CockpitFilters {
     categories?: CockpitFilterCategory[];

package/lib/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic.js

@@ -24,13 +24,13 @@ const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, op
         if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
             const updateActions = [];
             updateActions.push((0, jeSchedulesReducer_1.updateJESchedules)([
-                ...response.data.draft_je_schedules,
+                ...response.data.je_schedules,
                 ...response.data.failed_je_postings.je_schedules,
             ]), (0, jeSchedulesReducer_1.updateJESchedulesDetails)([...response.data.failed_je_postings.je_schedules], response.data.failed_je_postings.scheduled_journal_entries), (0, jeSchedulesViewReducer_1.initializeJeScheduleLocalData)([
                 ...response.data.failed_je_postings.je_schedules,
             ]));
             updateActions.push((0, jeSchedulesViewReducer_1.fetchJeSchedulesSuccess)({
-                jeSchedules: [...response.data.draft_je_schedules],
+                jeSchedules: [...response.data.je_schedules],
                 failedJeSchedules: [
                     ...response.data.failed_je_postings.je_schedules,
                 ],

package/lib/view/expenseAutomationView/epics/missingReceipts/bulkUploadReceiptsEpic.js

@@ -6,7 +6,7 @@ const operators_1 = require("rxjs/operators");
 const responsePayload_1 = require("../../../../responsePayload");
 const bulkUploadTiming_1 = require("../../bulkUploadTiming");
 const missingReceiptsViewReducer_1 = require("../../reducers/missingReceiptsViewReducer");
-const bulkUploadReceiptsEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.bulkUploadReceipts.match), (0, operators_1.mergeMap)((action) => {
+const bulkUploadReceiptsEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.bulkUploadReceipts.match), (0, operators_1.switchMap)((action) => {
     const { files } = action.payload;
     const formData = new FormData();
     for (const file of files) {

package/lib/view/expenseAutomationView/epics/missingReceipts/watchBulkUploadBatchStatusEpic.js

@@ -29,7 +29,7 @@ exports.pusherBatchStatusCompletionEpic = pusherBatchStatusCompletionEpic;
  * force `phase` to `completed` (dismiss automatching banner) and refresh the batch list.
  * Cancels when the batch completes normally, bulk state is cleared, or another upload supersedes.
  */
-const bulkUploadAutomatchingTimeoutEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.bulkUploadReceiptsSuccess.match), (0, operators_1.mergeMap)((action) => {
+const bulkUploadAutomatchingTimeoutEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.bulkUploadReceiptsSuccess.match), (0, operators_1.switchMap)((action) => {
     const { batchId } = action.payload;
     return (0, rxjs_1.timer)(bulkUploadTiming_1.BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS).pipe((0, operators_1.mergeMap)(() => {
         const bulk = state$.value.expenseAutomationMissingReceiptsViewState.bulkUpload;
@@ -49,10 +49,11 @@ exports.bulkUploadAutomatchingTimeoutEpic = bulkUploadAutomatchingTimeoutEpic;
  * error snackbar per upload session (first failure only) so the user is not spammed every
  * interval; Pusher or a later successful poll still completes the flow.
  */
-const pollBulkUploadBatchStatusEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.bulkUploadReceiptsSuccess.match), (0, operators_1.mergeMap)((action) => {
+const pollBulkUploadBatchStatusEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.bulkUploadReceiptsSuccess.match), (0, operators_1.switchMap)((action) => {
     const { batchId } = action.payload;
     let pollErrorNotified = false;
-    return (0, rxjs_1.timer)(FALLBACK_FIRST_DELAY_MS, FALLBACK_POLL_INTERVAL_MS).pipe((0, operators_1.takeUntil)((0, rxjs_1.merge)(actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.clearBulkUpload.match)), actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.pusherBatchStatusUpdate.match), (0, operators_1.filter)((action) => action.payload.batchId === batchId)), actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.fetchBulkUploadBatchDetailsSuccess.match), (0, operators_1.filter)((action) => action.payload.batchId === batchId)), actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.bulkUploadAutomatchingTimedOut.match), (0, operators_1.filter)((action) => action.payload.batchId === batchId)))), (0, operators_1.switchMap)(() => zeniAPI
+    return (0, rxjs_1.timer)(FALLBACK_FIRST_DELAY_MS, FALLBACK_POLL_INTERVAL_MS).pipe((0, operators_1.takeUntil)((0, rxjs_1.merge)(actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.clearBulkUpload.match)), actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.pusherBatchStatusUpdate.match), (0, operators_1.filter)((action) => action.payload.batchId === batchId &&
+        action.payload.status === 'completed')), actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.fetchBulkUploadBatchDetailsSuccess.match), (0, operators_1.filter)((action) => action.payload.batchId === batchId)), actions$.pipe((0, operators_1.filter)(missingReceiptsViewReducer_1.bulkUploadAutomatchingTimedOut.match), (0, operators_1.filter)((action) => action.payload.batchId === batchId)))), (0, operators_1.switchMap)(() => zeniAPI
         .getJSON(`${zeniAPI.apiEndPoints.communicationAgentMicroServiceBaseUrl}/1.0/batches/${batchId}`)
         .pipe((0, operators_1.mergeMap)((response) => {
         /** Same batch-details URL; polls until `status` is completed (Pusher may win first). */

package/lib/view/expenseAutomationView/expenseAutomationViewSelector.js

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

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts

@@ -38,7 +38,7 @@ export declare const getLineItemsByTransactionIdsFromLocalData: (transactionLoca
 export declare const mergeTabSpecificLineItems: (currentTabSpecificLineItems: TabSpecificLineItems, selectedTab: TransactionsTab, newLineItems: TabSpecificLineItems) => TabSpecificLineItems;
 export declare const getSnackbarMessageForTransactionReview: (updatedCount: number, failedCount: number, categorizedCount: number) => {
     messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed";
-    messageText: "notification" | "failed" | "success";
+    messageText: "notification" | "success" | "failed";
     type: "error" | "success" | "info";
     variables: {
         variableName: string;

package/lib/view/expenseAutomationView/payload/jeSchedulesPayload.d.ts

@@ -10,11 +10,11 @@ export interface ExpenseAutomationJESchedulesQueryPayload {
     start_date: string;
 }
 interface ExpenseAutomationJESchedulesPayload {
-    draft_je_schedules: JEScheduledTransactionPayload[];
     failed_je_postings: {
         je_schedules: JEScheduledTransactionPayload[];
         scheduled_journal_entries: ScheduledJournalEntryPayload[];
     };
+    je_schedules: JEScheduledTransactionPayload[];
 }
 export type ExpenseAutomationJESchedulesResponse = ZeniAPIResponse<ExpenseAutomationJESchedulesPayload>;
 export interface IgnoreDraftJESchedulePayload {

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/expenseAutomationView/types/missingReceiptsViewState.d.ts

@@ -17,7 +17,7 @@ export interface MissingReceiptsViewUIState {
  * Kept in sync with `ManualSearchInput` in web-components (fires search only when length ≥ this).
  */
 export declare const MIN_MANUAL_TRANSACTION_SEARCH_LENGTH = 2;
-export declare const toBatchStatusValue: (v: string) => "pending" | "completed" | "processing";
+export declare const toBatchStatusValue: (v: string) => "pending" | "processing" | "completed";
 export type BatchStatusValue = ReturnType<typeof toBatchStatusValue>;
 /** Canonical batch file statuses (API ingress may use aliases; see `parseBatchFileStatus`). */
 export declare const BATCH_FILE_STATUSES: readonly ["exact_match", "possible_matches", "no_match", "failed"];

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;
 }
 /**