@zeniai/client-epic-state 4.19.99-betaRD9 → 4.19.99-betaSS2

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/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/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

@@ -52,11 +52,16 @@ 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;
-        // 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 = (0, sectionClassesViewSelector_1.getSectionClassesViewReport)(accountState, classState, sectionsState, { reportId, sectionId }, filter);
+            const sectionReport = sectionReports[sectionId];
             if (sectionReport != null) {
                 sections[sectionId] = pivotSectionToHorizontal(sectionReport, classColumns, SECTION_TITLES[sectionId] ?? sectionId, reportCurrency);
             }
@@ -260,7 +265,7 @@ 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

@@ -28,31 +28,30 @@ function enrichHorizontalSection(report, section) {
         return total?.balance.amount ?? 0;
     });
     section.sectionHeaderBalancesSlice = buildHorizontalClassColumnBalancesSlice(report, classAmounts, section.sectionTotal.amount);
-    const parentIndices = computeHorizontalAccountParentIndices(section.accounts);
-    const childrenRowIndicesByParent = buildHorizontalAccountChildIndicesByParent(parentIndices);
+    const childrenRowIndicesByParent = buildHorizontalAccountChildIndicesByParent(section.accounts);
     const childrenRecord = {};
     childrenRowIndicesByParent.forEach((childIndices, parentIndex) => {
         childrenRecord[parentIndex] = childIndices;
     });
     section.treeLayout = {
         rootAccountRowIndices: section.accounts
-            .map((_, i) => (parentIndices[i] === -1 ? i : -1))
+            .map((_, i) => findHorizontalAccountParentIndex(section.accounts, 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];
-        // Same column order as `report.classColumns` (see `pivotSectionToHorizontal`).
-        const classRowAmounts = row.classBalances.map((b) => b.balance.amount);
+        const classRowAmounts = report.classColumns.map((col) => {
+            const cb = row.classBalances.find((b) => b.classId === col.classId);
+            return cb?.balance.amount ?? 0;
+        });
         row.accountReportData = {
             accountId: row.accountId,
             accountName: row.accountName,
             accountType: row.accountType,
             depth: row.depth,
             balancesInTimeframe: buildHorizontalClassColumnBalancesSlice(report, classRowAmounts, row.rowTotal.amount),
-            horizontalTreeView: buildHorizontalTreeViewFromPrecomputed(section.accounts, i, parentIndices, siblingsPerRow, hasChildFlags),
+            horizontalTreeView: buildHorizontalTreeView(section.accounts, i),
         };
     }
 }
@@ -124,157 +123,64 @@ function buildHorizontalClassColumnBalancesSlice(report, classAmounts, totalAmou
         },
     };
 }
-/**
- * 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;
-            }
-            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;
+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;
             }
+            return -1;
         }
-        stack.push(rowIndex);
     }
-    return parentIndex;
+    return -1;
 }
-/** 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);
+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);
         }
-        g.push(rowIndex);
     }
-    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;
+    return siblings;
 }
-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 horizontalAccountHasChildRows(dfsOrderedAccountRows, parentRowIndex) {
+    return dfsOrderedAccountRows.some((_, rowIndex) => findHorizontalAccountParentIndex(dfsOrderedAccountRows, rowIndex) ===
+        parentRowIndex);
 }
-function buildHorizontalSubAccountAncestorMetadataFromPrecomputed(dfsOrderedAccountRows, currentRowIndex, parentIndices, siblingsPerRow, hasChildFlags) {
-    const chain = [];
+function buildHorizontalSubAccountAncestorMetadata(dfsOrderedAccountRows, currentRowIndex) {
+    const ancestorRowIndicesRootToLeaf = [];
     let walkRowIndex = currentRowIndex;
     while (walkRowIndex >= 0) {
-        chain.unshift(walkRowIndex);
-        const parentRowIndex = parentIndices[walkRowIndex];
-        if (parentRowIndex == null) {
-            break;
-        }
-        walkRowIndex = parentRowIndex;
+        ancestorRowIndicesRootToLeaf.unshift(walkRowIndex);
+        walkRowIndex = findHorizontalAccountParentIndex(dfsOrderedAccountRows, walkRowIndex);
     }
-    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 ancestorRowIndicesRootToLeaf.map((rowIndex) => {
+        const siblingIndices = getHorizontalAccountSiblingIndices(dfsOrderedAccountRows, rowIndex);
         return {
-            depth: accountRow.depth - 2,
+            depth: dfsOrderedAccountRows[rowIndex].depth - 2,
             hasSibling: siblingIndices.length > 1,
-            hasChildren: hasChild === true,
+            hasChildren: horizontalAccountHasChildRows(dfsOrderedAccountRows, rowIndex),
             isLastNode: rowIndex === siblingIndices[siblingIndices.length - 1],
-            name: accountRow.accountName,
+            name: dfsOrderedAccountRows[rowIndex].accountName,
         };
     });
 }
-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) {
+function buildHorizontalAccountChildIndicesByParent(dfsOrderedAccountRows) {
     const childIndicesByParentRowIndex = new Map();
-    for (let rowIndex = 0; rowIndex < parentIndices.length; rowIndex++) {
-        const parentRowIndex = parentIndices[rowIndex];
-        if (parentRowIndex != null && parentRowIndex >= 0) {
+    for (let rowIndex = 0; rowIndex < dfsOrderedAccountRows.length; rowIndex++) {
+        const parentRowIndex = findHorizontalAccountParentIndex(dfsOrderedAccountRows, rowIndex);
+        if (parentRowIndex >= 0) {
             let childRowIndices = childIndicesByParentRowIndex.get(parentRowIndex);
-            if (childRowIndices == null) {
+            if (childRowIndices === undefined) {
                 childRowIndices = [];
                 childIndicesByParentRowIndex.set(parentRowIndex, childRowIndices);
             }
@@ -283,3 +189,16 @@ function buildHorizontalAccountChildIndicesByParent(parentIndices) {
     }
     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/lib/view/reviewCompanyView/reviewCompanyViewState.d.ts

@@ -3,7 +3,7 @@ import { SortOrder } from '../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { OnboardingInfo } from '../../entity/company/companyStateTypes';
 import { ZeniDate } from '../../zeniDayJS';
 import { AuditSummaryPayload, ReviewCompanyPayload } from './reviewCompanyPayload';
-export declare const toReviewColumnKeyType: (v: string) => "companyName" | "notes" | "uncategorized" | "auditScore" | "miscategorized" | "warnings" | "vendorReview" | "reviewVendor";
+export declare const toReviewColumnKeyType: (v: string) => "uncategorized" | "companyName" | "auditScore" | "miscategorized" | "notes" | "warnings" | "vendorReview" | "reviewVendor";
 export type ReviewCompanyColumnKey = ReturnType<typeof toReviewColumnKeyType>;
 export type ReviewTransactionsType = 'income' | 'expense';
 export interface AuditSummary {

package/lib/view/spendManagement/billPay/billList/billListReducer.d.ts

@@ -21,7 +21,7 @@ export declare const fetchBillList: import("@reduxjs/toolkit").ActionCreatorWith
     period: TimePeriod;
     tab: "paid" | "pending_approval" | "scheduled" | "draft";
     error: ZeniAPIStatus<Record<string, unknown>>;
-}, "billList/updateBillListFailure", never, never>, updateTab: import("@reduxjs/toolkit").ActionCreatorWithPayload<"paid" | "pending_approval" | "scheduled" | "draft", "billList/updateTab">, updateSubTab: import("@reduxjs/toolkit").ActionCreatorWithPayload<"failed" | "cancelled" | "rejected" | "ach" | "wire" | "deleted" | "overdue" | "all" | "awaiting_approval" | "awaiting_my_approval" | "offline", "billList/updateSubTab">, updateSelectedBillId: import("@reduxjs/toolkit").ActionCreatorWithPayload<string, "billList/updateSelectedBillId">, clearBillList: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"billList/clearBillList">, updateBillDetailSaveBillCode: import("@reduxjs/toolkit").ActionCreatorWithOptionalPayload<SaveBillStageCode, "billList/updateBillDetailSaveBillCode">, updateBillListUIState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "billList/updateBillListFailure", never, never>, updateTab: import("@reduxjs/toolkit").ActionCreatorWithPayload<"paid" | "pending_approval" | "scheduled" | "draft", "billList/updateTab">, updateSubTab: import("@reduxjs/toolkit").ActionCreatorWithPayload<"rejected" | "failed" | "ach" | "wire" | "cancelled" | "deleted" | "overdue" | "all" | "awaiting_approval" | "awaiting_my_approval" | "offline", "billList/updateSubTab">, updateSelectedBillId: import("@reduxjs/toolkit").ActionCreatorWithPayload<string, "billList/updateSelectedBillId">, clearBillList: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"billList/clearBillList">, updateBillDetailSaveBillCode: import("@reduxjs/toolkit").ActionCreatorWithOptionalPayload<SaveBillStageCode, "billList/updateBillDetailSaveBillCode">, updateBillListUIState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     period: TimePeriod;
     uiState: Partial<BillListUIState>;
 }, "billList/updateBillListUIState">, updateSearchResult: import("@reduxjs/toolkit").ActionCreatorWithPayload<string, "billList/updateSearchResult">, updateFilterResult: import("@reduxjs/toolkit").ActionCreatorWithPayload<{

package/lib/view/spendManagement/billPay/billList/billListState.d.ts

@@ -35,7 +35,7 @@ export type SaveBillStageCode = 'draft' | 'pending_approval' | undefined;
 export declare const ALL_BILL_TABS: readonly ["paid", "pending_approval", "scheduled", "draft"];
 declare const toBillTabType: (v: string) => "paid" | "pending_approval" | "scheduled" | "draft";
 export type BillTab = ReturnType<typeof toBillTabType>;
-declare const toBillsSubTabType: (v: string) => "failed" | "cancelled" | "rejected" | "ach" | "wire" | "deleted" | "overdue" | "all" | "awaiting_approval" | "awaiting_my_approval" | "offline";
+declare const toBillsSubTabType: (v: string) => "rejected" | "failed" | "ach" | "wire" | "cancelled" | "deleted" | "overdue" | "all" | "awaiting_approval" | "awaiting_my_approval" | "offline";
 export type BillsSubTabType = ReturnType<typeof toBillsSubTabType>;
 declare const toBillPaySortKeyType: (v: string) => "amount" | "status" | "name" | "dueDate" | "paymentMethod" | "invoiceNumber" | "invoiceDate";
 export declare type BillPayViewSortKey = ReturnType<typeof toBillPaySortKeyType>;

package/lib/view/spendManagement/chargeCards/chargeCardDetail/chargeCardDetailReducer.d.ts

@@ -52,12 +52,12 @@ export declare const fetchChargeCardDetailPage: import("@reduxjs/toolkit").Actio
     chargeCardId: ID;
     fetchState: FetchState;
     error?: ZeniAPIStatus;
-}, "chargeCardDetail/updatePhysicalChargeCardAttemptSuccessOrFailure">, updatePhysicalChargeCardAttempt: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[chargeCardId: string, statusCode: "failed" | "success"], {
+}, "chargeCardDetail/updatePhysicalChargeCardAttemptSuccessOrFailure">, updatePhysicalChargeCardAttempt: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[chargeCardId: string, statusCode: "success" | "failed"], {
     chargeCardId: string;
-    statusCode: "failed" | "success";
-}, "chargeCardDetail/updatePhysicalChargeCardAttempt", never, never>, updateDebitCardPinAttempt: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[chargeCardId: string, statusCode: "failed" | "success"], {
+    statusCode: "success" | "failed";
+}, "chargeCardDetail/updatePhysicalChargeCardAttempt", never, never>, updateDebitCardPinAttempt: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[chargeCardId: string, statusCode: "success" | "failed"], {
     chargeCardId: string;
-    statusCode: "failed" | "success";
+    statusCode: "success" | "failed";
 }, "chargeCardDetail/updateDebitCardPinAttempt", never, never>, updateDebitCardPinAttemptSuccessOrFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     chargeCardId: ID;
     fetchState: FetchState;

package/lib/view/spendManagement/reimbursement/remiListView/remiListReducer.d.ts

@@ -27,7 +27,7 @@ export declare const fetchRemiList: import("@reduxjs/toolkit").ActionCreatorWith
 }, "remiList/updateRemiListFailure", never, never>, updateRemiListUIState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     period: TimePeriod;
     uiState: Partial<RemiListUIState>;
-}, "remiList/updateRemiListUIState">, updateTab: import("@reduxjs/toolkit").ActionCreatorWithPayload<"paid" | "pending_approval" | "scheduled" | "draft", "remiList/updateTab">, updateSubTab: import("@reduxjs/toolkit").ActionCreatorWithPayload<"failed" | "cancelled" | "rejected" | "ach" | "wire" | "deleted" | "overdue" | "all" | "myDrafts" | "awaitingApproval" | "awaitingMyApproval" | "awaitingAllApproval", "remiList/updateSubTab">, updateSelectedRemiId: import("@reduxjs/toolkit").ActionCreatorWithPayload<string, "remiList/updateSelectedRemiId">, clearRemiList: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"remiList/clearRemiList">, updateRemiDetailSaveRemiCode: import("@reduxjs/toolkit").ActionCreatorWithOptionalPayload<SaveRemiStageCode, "remiList/updateRemiDetailSaveRemiCode">, updateSearchResult: import("@reduxjs/toolkit").ActionCreatorWithPayload<string, "remiList/updateSearchResult">, updateFilterResult: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "remiList/updateRemiListUIState">, updateTab: import("@reduxjs/toolkit").ActionCreatorWithPayload<"paid" | "pending_approval" | "scheduled" | "draft", "remiList/updateTab">, updateSubTab: import("@reduxjs/toolkit").ActionCreatorWithPayload<"rejected" | "failed" | "ach" | "wire" | "cancelled" | "deleted" | "overdue" | "all" | "myDrafts" | "awaitingApproval" | "awaitingMyApproval" | "awaitingAllApproval", "remiList/updateSubTab">, updateSelectedRemiId: import("@reduxjs/toolkit").ActionCreatorWithPayload<string, "remiList/updateSelectedRemiId">, clearRemiList: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"remiList/clearRemiList">, updateRemiDetailSaveRemiCode: import("@reduxjs/toolkit").ActionCreatorWithOptionalPayload<SaveRemiStageCode, "remiList/updateRemiDetailSaveRemiCode">, updateSearchResult: import("@reduxjs/toolkit").ActionCreatorWithPayload<string, "remiList/updateSearchResult">, updateFilterResult: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     filters: ReimbursementFilters;
 }, "remiList/updateFilterResult">, updateRemiListDownloadUIState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     uiState: Partial<RemiListDownloadUIState>;

package/lib/view/spendManagement/reimbursement/remiListView/remiListState.d.ts

@@ -33,10 +33,10 @@ export declare const ALL_REMI_TABS: readonly ["paid", "pending_approval", "sched
 export declare const toRemiTabType: (v: string) => "paid" | "pending_approval" | "scheduled" | "draft";
 export declare const toRemiTabTypeStrict: (v: string) => "paid" | "pending_approval" | "scheduled" | "draft" | undefined;
 export type RemiTabType = ReturnType<typeof toRemiTabType>;
-export declare const toRemiSubTabType: (v: string) => "failed" | "cancelled" | "rejected" | "ach" | "wire" | "deleted" | "overdue" | "all" | "myDrafts" | "awaitingApproval" | "awaitingMyApproval" | "awaitingAllApproval";
-export declare const toRemiSubTabTypeStrict: (v: string) => "failed" | "cancelled" | "rejected" | "ach" | "wire" | "deleted" | "overdue" | "all" | "myDrafts" | "awaitingApproval" | "awaitingMyApproval" | "awaitingAllApproval" | undefined;
+export declare const toRemiSubTabType: (v: string) => "rejected" | "failed" | "ach" | "wire" | "cancelled" | "deleted" | "overdue" | "all" | "myDrafts" | "awaitingApproval" | "awaitingMyApproval" | "awaitingAllApproval";
+export declare const toRemiSubTabTypeStrict: (v: string) => "rejected" | "failed" | "ach" | "wire" | "cancelled" | "deleted" | "overdue" | "all" | "myDrafts" | "awaitingApproval" | "awaitingMyApproval" | "awaitingAllApproval" | undefined;
 export type RemiSubTabType = ReturnType<typeof toRemiSubTabType>;
-export declare const toRemiSubTabUnderScoreType: (v: string) => "failed" | "cancelled" | "rejected" | "ach" | "wire" | "deleted" | "overdue" | "all" | "awaiting_approval" | "awaiting_my_approval" | "my_drafts" | "awaiting_all_approval";
+export declare const toRemiSubTabUnderScoreType: (v: string) => "rejected" | "failed" | "ach" | "wire" | "cancelled" | "deleted" | "overdue" | "all" | "awaiting_approval" | "awaiting_my_approval" | "my_drafts" | "awaiting_all_approval";
 export type RemiSubTabUnderScoreType = ReturnType<typeof toRemiSubTabUnderScoreType>;
 declare const toReimbursementSortKeyType: (v: string) => "amount" | "status" | "type" | "createdBy" | "submittedOn" | "reportName";
 export type ReimbursementViewSortKey = ReturnType<typeof toReimbursementSortKeyType>;

package/lib/view/subscriptionView/types/subscriptionTypes.d.ts

@@ -1,4 +1,4 @@
-export declare const toSubscriptionSortKeyType: (v: string) => "status" | "companyName" | "controller" | "plans" | "planLowerLimit" | "planHigherLimit" | "avg2MonthExpenses" | "addons" | "upgradeStatus" | "monthlyRecurringRevenue" | "notes";
+export declare const toSubscriptionSortKeyType: (v: string) => "status" | "controller" | "avg2MonthExpenses" | "companyName" | "monthlyRecurringRevenue" | "notes" | "plans" | "planLowerLimit" | "planHigherLimit" | "addons" | "upgradeStatus";
 export type SubscriptionViewSortKey = ReturnType<typeof toSubscriptionSortKeyType>;
 export declare const SUBSCRIPTION_STATUS_CODES: string[];
 declare const toSubscriptionStatusCodeType: (v: string) => string;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "4.19.99-betaRD9",
+  "version": "4.19.99-betaSS2",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",

package/lib/entity/aiAccountantCustomer/aiAccountantCustomerPayload.d.ts

@@ -1,44 +0,0 @@
-import { AiAccountantCustomer, AiAccountantEnrollment, AiAccountantJob } from './aiAccountantCustomerState';
-export interface AiAccountantEnrollmentPayload {
-    status: string;
-    accuracy?: Record<string, number>;
-    latest_training?: string;
-    latest_transaction_sync?: string;
-    offboarded_at?: string;
-    offboarded_by?: string;
-    onboarded_at?: string;
-    onboarded_by?: string;
-    validation_results?: Array<{
-        accuracy: number;
-        model_type: string;
-        passed: boolean;
-        threshold: number;
-    }>;
-}
-export interface AiAccountantCustomerPayload {
-    company_id: string;
-    company_name: string;
-    tenant_id: string;
-    bookclose_date?: string;
-    enrollment?: AiAccountantEnrollmentPayload | null;
-}
-export interface AiAccountantJobPayload {
-    company_id: string;
-    created_at: string;
-    job_id: string;
-    operation_type: string;
-    status: string;
-    tenant_id: string;
-    triggered_by: string;
-    company_namespace?: string;
-    completed_at?: string;
-    error_message?: string;
-    parameters?: Record<string, unknown>;
-    retry_count?: number;
-    started_at?: string;
-    steps?: Array<Record<string, unknown>>;
-    validation_results?: Array<Record<string, unknown>>;
-}
-export declare const toAiAccountantEnrollment: (payload: AiAccountantEnrollmentPayload) => AiAccountantEnrollment;
-export declare const toAiAccountantCustomer: (payload: AiAccountantCustomerPayload) => AiAccountantCustomer;
-export declare const toAiAccountantJob: (payload: AiAccountantJobPayload) => AiAccountantJob;

package/lib/entity/aiAccountantCustomer/aiAccountantCustomerPayload.js

@@ -1,55 +0,0 @@
-"use strict";
-Object.defineProperty(exports, "__esModule", { value: true });
-exports.toAiAccountantJob = exports.toAiAccountantCustomer = exports.toAiAccountantEnrollment = void 0;
-const zeniDayJS_1 = require("../../zeniDayJS");
-const aiAccountantCustomerState_1 = require("./aiAccountantCustomerState");
-// ── Mapping functions (payload → state) ──
-const toAiAccountantEnrollment = (payload) => ({
-    status: (0, aiAccountantCustomerState_1.toAiAccountantEnrollmentStatus)(payload.status),
-    accuracy: payload.accuracy,
-    latestTraining: payload.latest_training != null
-        ? (0, zeniDayJS_1.date)(payload.latest_training)
-        : undefined,
-    latestTransactionSync: payload.latest_transaction_sync != null
-        ? (0, zeniDayJS_1.date)(payload.latest_transaction_sync)
-        : undefined,
-    offboardedAt: payload.offboarded_at != null ? (0, zeniDayJS_1.date)(payload.offboarded_at) : undefined,
-    offboardedBy: payload.offboarded_by,
-    onboardedAt: payload.onboarded_at != null ? (0, zeniDayJS_1.date)(payload.onboarded_at) : undefined,
-    onboardedBy: payload.onboarded_by,
-    validationResults: payload.validation_results?.map((vr) => ({
-        accuracy: vr.accuracy,
-        modelType: vr.model_type,
-        passed: vr.passed,
-        threshold: vr.threshold,
-    })),
-});
-exports.toAiAccountantEnrollment = toAiAccountantEnrollment;
-const toAiAccountantCustomer = (payload) => ({
-    companyId: payload.company_id,
-    companyName: payload.company_name,
-    tenantId: payload.tenant_id,
-    bookcloseDate: payload.bookclose_date != null ? (0, zeniDayJS_1.date)(payload.bookclose_date) : undefined,
-    enrollment: payload.enrollment != null
-        ? (0, exports.toAiAccountantEnrollment)(payload.enrollment)
-        : undefined,
-});
-exports.toAiAccountantCustomer = toAiAccountantCustomer;
-const toAiAccountantJob = (payload) => ({
-    companyId: payload.company_id,
-    createdAt: (0, zeniDayJS_1.date)(payload.created_at),
-    jobId: payload.job_id,
-    operationType: (0, aiAccountantCustomerState_1.toAiAccountantOperationType)(payload.operation_type),
-    status: (0, aiAccountantCustomerState_1.toAiAccountantJobStatus)(payload.status),
-    tenantId: payload.tenant_id,
-    triggeredBy: payload.triggered_by,
-    companyNamespace: payload.company_namespace,
-    completedAt: payload.completed_at != null ? (0, zeniDayJS_1.date)(payload.completed_at) : undefined,
-    errorMessage: payload.error_message,
-    parameters: payload.parameters,
-    retryCount: payload.retry_count,
-    startedAt: payload.started_at != null ? (0, zeniDayJS_1.date)(payload.started_at) : undefined,
-    steps: payload.steps,
-    validationResults: payload.validation_results,
-});
-exports.toAiAccountantJob = toAiAccountantJob;

package/lib/entity/aiAccountantCustomer/aiAccountantCustomerReducer.d.ts

@@ -1,10 +0,0 @@
-import { AiAccountantCustomerPayload, AiAccountantJobPayload } from './aiAccountantCustomerPayload';
-import { AiAccountantCustomerState } from './aiAccountantCustomerState';
-export declare const initialAiAccountantCustomerState: AiAccountantCustomerState;
-export declare const clearAllAiAccountantCustomers: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"aiAccountantCustomer/clearAllAiAccountantCustomers">, updateAiAccountantCustomers: import("@reduxjs/toolkit").ActionCreatorWithPayload<AiAccountantCustomerPayload[], "aiAccountantCustomer/updateAiAccountantCustomers">, updateAiAccountantCustomer: import("@reduxjs/toolkit").ActionCreatorWithPayload<AiAccountantCustomerPayload, "aiAccountantCustomer/updateAiAccountantCustomer">, updateAiAccountantJobs: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[tenantId: string, jobs: AiAccountantJobPayload[], append?: boolean | undefined], {
-    tenantId: string;
-    jobs: AiAccountantJobPayload[];
-    append: boolean;
-}, "aiAccountantCustomer/updateAiAccountantJobs", never, never>;
-declare const _default: import("redux").Reducer<AiAccountantCustomerState>;
-export default _default;

package/lib/entity/aiAccountantCustomer/aiAccountantCustomerReducer.js

@@ -1,51 +0,0 @@
-"use strict";
-var _a;
-Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateAiAccountantJobs = exports.updateAiAccountantCustomer = exports.updateAiAccountantCustomers = exports.clearAllAiAccountantCustomers = exports.initialAiAccountantCustomerState = void 0;
-const toolkit_1 = require("@reduxjs/toolkit");
-const aiAccountantCustomerPayload_1 = require("./aiAccountantCustomerPayload");
-exports.initialAiAccountantCustomerState = {
-    customerByTenantId: {},
-    jobsByTenantId: {},
-};
-const aiAccountantCustomer = (0, toolkit_1.createSlice)({
-    name: 'aiAccountantCustomer',
-    initialState: exports.initialAiAccountantCustomerState,
-    reducers: {
-        updateAiAccountantCustomers(draft, action) {
-            const newCustomerByTenantId = {};
-            action.payload.forEach((payload) => {
-                const customer = (0, aiAccountantCustomerPayload_1.toAiAccountantCustomer)(payload);
-                newCustomerByTenantId[customer.tenantId] = customer;
-            });
-            draft.customerByTenantId = newCustomerByTenantId;
-        },
-        updateAiAccountantCustomer(draft, action) {
-            const customer = (0, aiAccountantCustomerPayload_1.toAiAccountantCustomer)(action.payload);
-            draft.customerByTenantId[customer.tenantId] = customer;
-        },
-        updateAiAccountantJobs: {
-            reducer(draft, action) {
-                const mappedJobs = action.payload.jobs.map(aiAccountantCustomerPayload_1.toAiAccountantJob);
-                if (action.payload.append) {
-                    const existing = draft.jobsByTenantId[action.payload.tenantId] ?? [];
-                    const jobMap = new Map(existing.map((job) => [job.jobId, job]));
-                    mappedJobs.forEach((job) => jobMap.set(job.jobId, job));
-                    draft.jobsByTenantId[action.payload.tenantId] =
-                        Array.from(jobMap.values());
-                }
-                else {
-                    draft.jobsByTenantId[action.payload.tenantId] = mappedJobs;
-                }
-            },
-            prepare(tenantId, jobs, append = false) {
-                return { payload: { tenantId, jobs, append } };
-            },
-        },
-        clearAllAiAccountantCustomers(draft) {
-            Object.assign(draft, exports.initialAiAccountantCustomerState);
-        },
-    },
-});
-_a = aiAccountantCustomer.actions, exports.clearAllAiAccountantCustomers = _a.clearAllAiAccountantCustomers, exports.updateAiAccountantCustomers = _a.updateAiAccountantCustomers, exports.updateAiAccountantCustomer = _a.updateAiAccountantCustomer, exports.updateAiAccountantJobs = _a.updateAiAccountantJobs;
-exports.default = aiAccountantCustomer.reducer;