@zeniai/client-epic-state 4.19.99-betaVR3 → 4.19.100

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

@@ -1,14 +1,10 @@
 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';
-import { isBatchListStatusCompleted } from '../payload/missingReceiptsPayload';
-import { getCompletedTransactionsCacheKey } from '../reducers/missingReceiptsViewReducer';
+import { getSupportedTransactionsByIds } from '../../../entity/transaction/transactionSelector';
 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];
@@ -37,7 +33,7 @@ export function getExpenseAutomationMissingReceiptsView(state) {
                     transaction.lines.length > 0 &&
                     transaction.lines[0]
                         ?.class != null
-                    ? transaction.lines[0].class?.className.toLowerCase()
+                    ? transaction.lines[0].class.className.toLowerCase()
                     : null;
             case 'vendor':
             default:
@@ -51,260 +47,13 @@ export function getExpenseAutomationMissingReceiptsView(state) {
     const completionStatus = missingReceiptsCompletionStatus != null
         ? missingReceiptsCompletionStatus
         : 'incomplete';
-    const { bulkUpload, pendingMissingReceiptsTabNavigation } = expenseAutomationMissingReceiptsViewState;
-    const currentBatchStatus = bulkUpload.currentBatchId != null
-        ? bulkUpload.batchStatusById[bulkUpload.currentBatchId]
-        : undefined;
-    const batchList = monthYearPeriodId != null
-        ? (bulkUpload.batchListByPeriod[monthYearPeriodId] ?? [])
-        : [];
-    /**
-     * Primary "Unmatched" batch = first completed batch in platform list order, preferring the
-     * first batch that still has possible_matches/no_match work when any completed batch has such work.
-     * Batches without details yet: wait if the list row still reports unmatched work; otherwise skip
-     * so we do not block the whole tab while other rows are not fetched yet.
-     */
-    const primaryBatchIdFromDetailsOrder = getPrimaryBatchIdFromBatchListOrder(batchList, bulkUpload.batchDetailsById, bulkUpload.failedBatchDetailIds);
-    /**
-     * During upload/matching, prefer `currentBatchId` only when its batch details are loaded,
-     * completed, and still have unmatched-tab work. Otherwise keep `primaryBatchIdFromDetailsOrder`.
-     *
-     * If we pinned to `currentBatchId` as soon as it was absent from the batch list (in-flight
-     * upload), details are often not loaded yet — `unmatchedFiles` would empty while older batches
-     * moved to "past", so the primary "Unmatched Receipts" section vanished during auto-matching.
-     */
-    const unmatchedSectionBatchId = (() => {
-        const phase = bulkUpload.phase;
-        if (phase !== 'matching' && phase !== 'uploading') {
-            return primaryBatchIdFromDetailsOrder;
-        }
-        const currentId = bulkUpload.currentBatchId;
-        if (currentId == null) {
-            return primaryBatchIdFromDetailsOrder;
-        }
-        const currentDetails = bulkUpload.batchDetailsById[currentId];
-        if (currentDetails != null &&
-            currentDetails.status === 'completed' &&
-            batchDetailsHasUnmatchedWork(currentDetails)) {
-            return currentId;
-        }
-        return primaryBatchIdFromDetailsOrder;
-    })();
-    const completedBatchesInApiOrder = batchList.filter((batchListItem) => isBatchListStatusCompleted(batchListItem.status));
-    const currentBatchDetails = unmatchedSectionBatchId != null
-        ? bulkUpload.batchDetailsById[unmatchedSectionBatchId]
-        : undefined;
-    const resolvedFiles = currentBatchDetails?.files.map((file) => resolveBatchFile(file, currentBatchDetails.batchId, transactionState));
-    const failedIds = new Set(bulkUpload.failedBatchDetailIds);
-    const hasMoreBatchDetails = completedBatchesInApiOrder.some((batchListItem) => bulkUpload.batchDetailsById[batchListItem.batchId] == null &&
-        !failedIds.has(batchListItem.batchId));
-    const getSortValue = (file) => {
-        const matchedTransaction = file.matchedTransaction;
-        if (matchedTransaction == null) {
-            return null;
-        }
-        switch (bulkUpload.sortKey) {
-            case 'vendor':
-                return ((matchedTransaction.vendorName ?? matchedTransaction.description)?.toLowerCase() ?? null);
-            case 'category': {
-                const line = matchedTransaction.lines?.[0];
-                return line?.account?.accountName?.toLowerCase() ?? null;
-            }
-            case 'class': {
-                const line = matchedTransaction.lines?.[0];
-                return line?.class?.className?.toLowerCase() ?? null;
-            }
-            case 'date':
-                return matchedTransaction.date.valueOf();
-            case 'amount':
-                return matchedTransaction.amount.amount;
-            default:
-                return null;
-        }
-    };
-    const bulkUploadSortDirection = bulkUpload.sortOrder === 'ascending' ? 'asc' : 'desc';
-    const matchedFiles = orderBy(resolvedFiles?.filter((resolvedFile) => resolvedFile.status === 'exact_match') ?? [], getSortValue, bulkUploadSortDirection);
-    const unmatchedFiles = orderBy(resolvedFiles?.filter((resolvedFile) => isUnmatchedTabFileStatus(resolvedFile.status)) ?? [], getSortValue, bulkUploadSortDirection);
-    const progress = currentBatchStatus != null
-        ? {
-            ...currentBatchStatus.progress,
-            percentage: currentBatchStatus.progress.total > 0
-                ? Math.round((currentBatchStatus.progress.processed /
-                    currentBatchStatus.progress.total) *
-                    100)
-                : 0,
-        }
-        : { total: 0, processed: 0, percentage: 0 };
-    const batchListFetchState = bulkUpload.batchListFetchState;
-    /**
-     * When primary batch is not resolved yet, still aggregate unmatched files from every batch
-     * that has details loaded (otherwise past is empty and receipts vanish from the UI).
-     */
-    const pastBatches = unmatchedSectionBatchId != null
-        ? batchList.filter((batchListItem) => batchListItem.batchId !== unmatchedSectionBatchId)
-        : batchList;
-    const pastUnmatchedFiles = pastBatches.flatMap((pastBatch) => {
-        const details = bulkUpload.batchDetailsById[pastBatch.batchId];
-        if (details == null) {
-            return [];
-        }
-        return details.files
-            .filter((batchFile) => isUnmatchedTabFileStatus(batchFile.status))
-            .map((batchFile) => resolveBatchFile(batchFile, pastBatch.batchId, transactionState));
-    });
-    const completedTransactionsCacheKey = monthYearPeriodId != null
-        ? getCompletedTransactionsCacheKey(monthYearPeriodId, bulkUpload.sortKey, bulkUpload.sortOrder, bulkUpload.completedSubTab)
-        : undefined;
-    const completedTransactionsForPeriod = completedTransactionsCacheKey != null
-        ? bulkUpload.completedTransactionsByPeriod[completedTransactionsCacheKey]
-        : undefined;
-    const completedTransactionIds = completedTransactionsForPeriod?.transactionIds ?? [];
-    const resolvedCompletedTransactions = getSupportedTransactionsByIds(transactionState, completedTransactionIds);
-    const resolvedBatchDetails = currentBatchDetails != null && resolvedFiles != null
-        ? {
-            batchId: currentBatchDetails.batchId,
-            createdAt: currentBatchDetails.createdAt,
-            files: resolvedFiles,
-            status: currentBatchDetails.status,
-            summary: currentBatchDetails.summary,
-        }
-        : undefined;
-    const manualSearchResults = bulkUpload.manualSearch.results.map((result) => {
-        const transaction = getSupportedTransactionById(transactionState, result.transactionId);
-        return {
-            ...result,
-            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,
         transactions: sortedTransactions,
         completionStatus,
-        pendingMissingReceiptsTabNavigation: pendingMissingReceiptsTabNavigation ?? null,
-        bulkUpload: {
-            phase: bulkUpload.phase,
-            uploadStatus: bulkUpload.uploadStatus,
-            batchStatus: currentBatchStatus,
-            batchDetails: resolvedBatchDetails,
-            completedSubTab: bulkUpload.completedSubTab,
-            completedTransactions: {
-                fetchState: completedTransactionsForPeriod?.fetchState ?? {
-                    fetchState: 'Not-Started',
-                    error: undefined,
-                },
-                nextPageToken: completedTransactionsForPeriod?.nextPageToken ?? null,
-                totalCount: completedTransactionsForPeriod?.totalCount ?? 0,
-                transactions: resolvedCompletedTransactions,
-            },
-            matchedFiles,
-            unmatchedFiles,
-            progress,
-            currentResultsTab: bulkUpload.currentResultsTab,
-            sortKey: bulkUpload.sortKey,
-            sortOrder: bulkUpload.sortOrder,
-            batchList,
-            batchListFetchState,
-            pastBatches,
-            pastUnmatchedFiles,
-            confirmMatchStatus: bulkUpload.confirmMatchStatus,
-            manualSearchUiResetKey: bulkUpload.manualSearchUiResetKey,
-            hasMoreBatchDetails,
-            batchDetailsPaginationState: bulkUpload.batchDetailsPaginationState,
-            manualSearch: {
-                ...bulkUpload.manualSearch,
-                results: manualSearchResults,
-            },
-            uploadProgress: bulkUpload.uploadProgress,
-        },
-    };
-}
-function batchDetailsHasUnmatchedWork(details) {
-    return details.files.some((file) => isUnmatchedTabFileStatus(file.status));
-}
-/** List row summary before batch details load — aligns with unmatched / possible-match work. */
-function batchListItemHasUnmatchedWork(batch) {
-    return batch.noMatchCount > 0 || batch.possibleMatchesCount > 0;
-}
-/**
- * `batchList` must match platform order (same sequence as the bulk-upload batches API). Picks the
- * primary batch for the top "Unmatched" section. Skips failed detail fetches.
- *
- * If details are not loaded for an earlier list row but that row reports no unmatched work, we
- * skip it so later rows with loaded details can be primary (avoids an empty tab when the first
- * fetch page only loaded later batches). If the list reports unmatched work but details are still
- * loading, we wait (undefined) so primary order stays correct once details arrive.
- */
-function getPrimaryBatchIdFromBatchListOrder(batchListInPlatformOrder, batchDetailsById, failedBatchDetailIds) {
-    const failedIds = new Set(failedBatchDetailIds);
-    const anyCompletedBatchHasUnmatchedWork = batchListInPlatformOrder.some((batch) => {
-        if (failedIds.has(batch.batchId)) {
-            return false;
-        }
-        const details = batchDetailsById[batch.batchId];
-        if (details != null &&
-            details.status === 'completed' &&
-            batchDetailsHasUnmatchedWork(details)) {
-            return true;
-        }
-        return details == null && batchListItemHasUnmatchedWork(batch);
-    });
-    for (const batch of batchListInPlatformOrder) {
-        if (failedIds.has(batch.batchId)) {
-            continue;
-        }
-        const details = batchDetailsById[batch.batchId];
-        if (details == null) {
-            if (batchListItemHasUnmatchedWork(batch)) {
-                return undefined;
-            }
-            continue;
-        }
-        if (details.status !== 'completed') {
-            continue;
-        }
-        if (anyCompletedBatchHasUnmatchedWork) {
-            if (batchDetailsHasUnmatchedWork(details)) {
-                return batch.batchId;
-            }
-            continue;
-        }
-        return batch.batchId;
-    }
-    return undefined;
-}
-function resolveBatchFile(file, batchId, transactionState) {
-    const matchedTransaction = file.matchedTransactionId != null
-        ? getSupportedTransactionById(transactionState, file.matchedTransactionId)
-        : undefined;
-    const candidates = file.candidates
-        ?.map((ref) => {
-        const transaction = getSupportedTransactionById(transactionState, ref.transactionId);
-        return transaction != null
-            ? { transaction, matchScore: ref.matchScore }
-            : undefined;
-    })
-        .filter((candidate) => candidate != null);
-    return {
-        attachmentId: file.attachmentId,
-        batchId,
-        fileDownloadUrl: file.fileDownloadUrl,
-        fileId: file.fileId,
-        filename: file.filename,
-        filePreviewUrl: file.filePreviewUrl,
-        status: file.status,
-        matchedTransaction,
-        candidates: candidates != null && candidates.length > 0 ? candidates : undefined,
-        matchSource: file.matchSource,
     };
 }

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';
@@ -8,9 +8,9 @@ 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 { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, selectedTransactionId, selectedTransactionLineId, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
     const uncategorizedIncomeExpense = getUncategorizedAccounts(accountState, accountListState, 'accountList');
     const accountList = getAccountList(accountState, accountListState, 'accountList');
     const classList = getClassList(classState, classListState);
@@ -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;
@@ -100,7 +94,6 @@ export function getExpenseAutomationTransactionView(state) {
         completionStatus,
         totalCountByTab,
         fetchStateByTransactionTabs: fetchStateByTab,
-        uploadReceiptStatusById,
         selectedTransactionId,
         selectedTransactionLineId,
     };

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

@@ -1,18 +1 @@
-import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
-const JE_SCHEDULE_SORT_KEYS = [
-    'vendor',
-    'category',
-    'class',
-    'depCategory',
-    'scheduleCategory',
-    'startMonth',
-    'type',
-    'amortizationPeriod',
-    'jePostingDate',
-    'remainingMonths',
-    'runningBalance',
-    'totalAmount',
-    'transactionDate',
-    'memo',
-];
-export const toJEScheduleSortKey = (v) => stringToUnion(v, JE_SCHEDULE_SORT_KEYS);
+export {};

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

@@ -7,47 +7,3 @@ const MISSING_RECEIPTS_SORT_KEYS = [
     'amount',
 ];
 export const toMissingReceiptsSortKey = (v) => stringToUnion(v, MISSING_RECEIPTS_SORT_KEYS);
-// -- Bulk Receipt Upload Types --
-/**
- * Minimum trimmed query length before manual-match search calls the expense-automation API.
- * Kept in sync with `ManualSearchInput` in web-components (fires search only when length ≥ this).
- */
-export const MIN_MANUAL_TRANSACTION_SEARCH_LENGTH = 2;
-const BATCH_STATUS_VALUES = ['pending', 'processing', 'completed'];
-export const toBatchStatusValue = (v) => stringToUnion(v.trim().toLowerCase(), BATCH_STATUS_VALUES);
-/** Canonical batch file statuses (API ingress may use aliases; see `parseBatchFileStatus`). */
-export const BATCH_FILE_STATUSES = [
-    'exact_match',
-    'possible_matches',
-    'no_match',
-    'failed',
-];
-export const toBatchFileStatus = (v) => stringToUnion(v.trim().toLowerCase().replace(/-/g, '_'), BATCH_FILE_STATUSES);
-const UNMATCHED_TAB_FILE_STATUSES = ['possible_matches', 'no_match'];
-/** True for files that belong in the Unmatched tab (possible matches or no match). */
-export function isUnmatchedTabFileStatus(status) {
-    return UNMATCHED_TAB_FILE_STATUSES.includes(status);
-}
-const BULK_UPLOAD_PHASES = [
-    'idle',
-    'uploading',
-    'matching',
-    'completed',
-];
-export const toBulkUploadPhase = (v) => stringToUnion(v.trim().toLowerCase(), BULK_UPLOAD_PHASES);
-const BULK_UPLOAD_RESULTS_TABS = ['completed', 'unmatched'];
-export const toBulkUploadResultsTab = (v) => stringToUnion(v.trim().toLowerCase(), BULK_UPLOAD_RESULTS_TABS);
-const MISSING_RECEIPTS_TABS = ['missing', 'completed', 'unmatched'];
-export const toMissingReceiptsTab = (v) => stringToUnion(v.trim().toLowerCase(), MISSING_RECEIPTS_TABS);
-const COMPLETED_SUB_TABS = ['all', 'ai_accountant', 'manual'];
-export const toCompletedSubTab = (v) => stringToUnion(v.trim().toLowerCase(), COMPLETED_SUB_TABS);
-const MATCH_SOURCES = ['ai', 'manual'];
-export const toMatchSource = (v) => stringToUnion(v.trim().toLowerCase(), MATCH_SOURCES);
-const BULK_UPLOAD_SORT_KEYS = [
-    'amount',
-    'category',
-    'class',
-    'date',
-    'vendor',
-];
-export const toBulkUploadSortKey = (v) => stringToUnion(v.trim().toLowerCase(), BULK_UPLOAD_SORT_KEYS);

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

@@ -4,11 +4,10 @@ const TRANSACTIONS_SORT_KEYS = [
     'vendor',
     'amount',
     'transaction_type',
-    'payment_account',
     'date',
     'category',
     'class',
-    'memo_and_receipt',
+    'memo',
 ];
 export const toTransactionsSortKey = (v) => stringToUnion(v, TRANSACTIONS_SORT_KEYS);
 export const TRANSACTIONS_TABS = ['review', 'autoCategorized'];

package/lib/esm/view/financeStatement/financeStatementReducer.js

@@ -44,20 +44,19 @@ const financeStatement = createSlice({
         updateFinanceStatementThisPeriod(draft, action) {
             const { firstMonthOfFY, coaBalances, maxNumOfPeriodsToHighlight } = action.payload;
             const { timeframe, selectedCOABalancesRange } = draft;
-            const safeCoaBalances = coaBalances != null ? coaBalances : [];
-            if (safeCoaBalances.length > 0) {
-                const prevThisPeriod = extractThisPeriod(action.payload.firstMonthOfFY, timeframe, selectedCOABalancesRange, safeCoaBalances);
+            if (coaBalances.length > 0) {
+                const prevThisPeriod = extractThisPeriod(action.payload.firstMonthOfFY, timeframe, selectedCOABalancesRange, coaBalances);
                 if (prevThisPeriod != null) {
                     const selectedCoaBalancesRangeWithThisPeriod = {
                         ...selectedCOABalancesRange,
                         thisPeriod: prevThisPeriod,
                     };
-                    const newThisPeriod = getMatchingThisPeriod(action.payload.firstMonthOfFY, timeframe, action.payload.thisPeriod, safeCoaBalances);
+                    const newThisPeriod = getMatchingThisPeriod(action.payload.firstMonthOfFY, timeframe, action.payload.thisPeriod, coaBalances);
                     if (newThisPeriod != null) {
                         const selectionRanges = getSelectedAndHighlightedRangesForThisPeriod({
                             firstMonthOfFY,
                             thisPeriod: newThisPeriod,
-                            coaBalances: safeCoaBalances,
+                            coaBalances,
                             timeframe,
                             maxNumOfPeriodsToSelect: maxNumOfPeriodsToHighlight,
                             currentSelection: {
@@ -76,9 +75,7 @@ const financeStatement = createSlice({
             draft.selectedReportId = action.payload;
         },
         updateFinanceStatementAdditionalBalancesSelection(draft, action) {
-            const { firstMonthOfFY, additionalBalances: additionalBalancesPayload, coaBalances, maxNumOfPeriodsToHighlight, } = action.payload;
-            const safeCoaBalances = coaBalances != null ? coaBalances : [];
-            const additionalBalances = additionalBalancesPayload ?? [];
+            const { firstMonthOfFY, additionalBalances, coaBalances, maxNumOfPeriodsToHighlight, } = action.payload;
             let tempAdditionalBalances = [...additionalBalances];
             if (additionalBalances.includes('this_period_vs_last_period') ||
                 additionalBalances.includes('this_period_vs_last_period_percent')) {
@@ -94,8 +91,8 @@ const financeStatement = createSlice({
             draft.isAdditionalBalancesShown =
                 additionalBalances.length != 0 ? true : false;
             const { timeframe, selectedCOABalancesRange } = draft;
-            if (safeCoaBalances.length > 0) {
-                const thisPeriod = extractThisPeriod(action.payload.firstMonthOfFY, timeframe, selectedCOABalancesRange, safeCoaBalances);
+            if (coaBalances.length > 0) {
+                const thisPeriod = extractThisPeriod(action.payload.firstMonthOfFY, timeframe, selectedCOABalancesRange, coaBalances);
                 if (thisPeriod != null) {
                     const selectedCoaBalancesRangeWithThisPeriod = {
                         ...selectedCOABalancesRange,
@@ -104,7 +101,7 @@ const financeStatement = createSlice({
                     const selectionRanges = getSelectedAndHighlightedRangesForThisPeriod({
                         firstMonthOfFY,
                         thisPeriod: thisPeriod,
-                        coaBalances: safeCoaBalances,
+                        coaBalances,
                         timeframe,
                         maxNumOfPeriodsToHighlight: maxNumOfPeriodsToHighlight,
                         currentSelection: {

package/lib/esm/view/financeStatement/financeStatementSelector.js

@@ -1,5 +1,4 @@
 import { createSelector } from '@reduxjs/toolkit';
-import { stripCompareAdditionalBalanceTypes } from '../../commonStateTypes/coaBalance/coaBalanceType';
 import { newBalancesFilter, newBalancesFilterForDateRange, } from '../../commonStateTypes/coaBalance/coaBalancesFilter';
 import { newBalancesFilterClassesView } from '../../commonStateTypes/coaBalance/coaBalancesFilterClassesView';
 import { getNumberOfPeriods, } from '../../commonStateTypes/dataAvailable';
@@ -9,7 +8,6 @@ import { extractThisPeriod } from '../../commonStateTypes/viewAndReport/thisPeri
 import { getBalanceSheet } from '../balanceSheet/balanceSheetSelector';
 import { getCashFlow } from '../cashFlow/cashFlowSelector';
 import { getProfitAndLossReport, } from '../profitAndLoss/profitAndLossSelector';
-import { getProfitAndLossClassesHorizontalView } from '../profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector';
 import { getProfitAndLossClassesView } from '../profitAndLossClassesView/profitAndLossClassesViewSelector';
 function getDateRangeForFinanceReports(profitAndLossState, balanceSheetState, cashFlowState) {
     const datesSorted = [
@@ -44,11 +42,11 @@ export const getFinanceStatement = createSelector((state) => state.accountState,
     if (dataAvailable != null) {
         const noFilter = newBalancesFilterForDateRange(firstMonthOfFY, financeStatementState.timeframe, dataAvailable, 'ascending_date', []);
         const profitAndLossForTimeframeTicks = getProfitAndLossReport(noFilter, undefined, accountState, accountGroupState, sectionAccountsViewState, profitAndLossState, forecastState);
-        const expensesBalances = profitAndLossForTimeframeTicks.sections.expenses?.balances ?? [];
-        const incomeBalances = profitAndLossForTimeframeTicks.sections.income?.balances ?? [];
-        balancesInTimeframe =
-            expensesBalances.length > 0 ? expensesBalances : incomeBalances;
-        if (balancesInTimeframe.length > 0) {
+        if (profitAndLossForTimeframeTicks.sections.expenses != null) {
+            balancesInTimeframe =
+                profitAndLossForTimeframeTicks.sections.expenses.balances.length > 0
+                    ? profitAndLossForTimeframeTicks.sections['expenses'].balances
+                    : profitAndLossForTimeframeTicks.sections['income'].balances;
             allTimeframeTicks = balancesInTimeframe.map((balance) => toTimeframeTick(balance));
         }
     }
@@ -56,22 +54,12 @@ export const getFinanceStatement = createSelector((state) => state.accountState,
     if (thisPeriod == null && balancesInTimeframe.length > 0) {
         thisPeriod = toTimeframeTick(balancesInTimeframe[balancesInTimeframe.length - 1]);
     }
-    const rawAdditionalBalances = financeStatementState.isAdditionalBalancesShown === true
+    const filter = newBalancesFilter(firstMonthOfFY, financeStatementState.timeframe, Math.min(getNumberOfPeriods(firstMonthOfFY, financeStatementState.timeframe, dataAvailable) ?? financeStatementState.selectedCOABalancesRange.numberOfPeriods, financeStatementState.selectedCOABalancesRange.numberOfPeriods), thisPeriod, 'ascending_date', financeStatementState.isAdditionalBalancesShown === true
         ? financeStatementState.selectedAdditionalBalances
-        : [];
-    const useHorizontalClassesLayout = profitAndLossClassesViewState.uiState.classViewLayout ===
-        'horizontal' &&
-        financeStatementState.selectedReportId === 'profit_and_loss_by_classes';
-    const additionalBalancesForFilter = useHorizontalClassesLayout
-        ? stripCompareAdditionalBalanceTypes(rawAdditionalBalances)
-        : rawAdditionalBalances;
-    const filter = newBalancesFilter(firstMonthOfFY, financeStatementState.timeframe, Math.min(getNumberOfPeriods(firstMonthOfFY, financeStatementState.timeframe, dataAvailable) ?? financeStatementState.selectedCOABalancesRange.numberOfPeriods, financeStatementState.selectedCOABalancesRange.numberOfPeriods), thisPeriod, 'ascending_date', additionalBalancesForFilter);
+        : []);
     const profitAndLossReport = getProfitAndLossReport(filter, undefined, accountState, accountGroupState, sectionAccountsViewState, profitAndLossState, forecastState);
     const classFilter = newBalancesFilterClassesView(filter.firstMonthOfFY, filter.timeframe, filter.balancesRange.numberOfPeriods, filter.balancesRange.thisPeriod, filter.balancesRange.orderBy, filter.additionalBalances, profitAndLossClassesViewState.uiState.classesToFilterOut);
     const profitAndLossByClassReport = getProfitAndLossClassesView(classFilter, accountState, classState, sectionsState, profitAndLossClassesViewState);
-    const profitAndLossByClassHorizontalReport = getProfitAndLossClassesHorizontalView(classFilter, accountState, classState, sectionsState, profitAndLossClassesViewState, profitAndLossClassesViewState.uiState.classViewLayout === 'horizontal'
-        ? thisPeriod
-        : undefined);
     const balanceSheetReport = getBalanceSheet(filter, accountState, accountGroupState, sectionAccountsViewState, balanceSheetState);
     const cashFlowReport = getCashFlow(filter, accountState, accountGroupState, sectionAccountsViewState, cashFlowState);
     const allReports = [
@@ -119,15 +107,12 @@ export const getFinanceStatement = createSelector((state) => state.accountState,
         dataAvailable,
         profitAndLossReport,
         profitAndLossByClassReport,
-        profitAndLossByClassHorizontalReport,
         balanceSheetReport,
         cashFlowReport,
         filter,
         selectedReportId: financeStatementState.selectedReportId,
         downloadState: financeStatementState.downloadState,
-        isCompareModeOn: useHorizontalClassesLayout
-            ? false
-            : financeStatementState.selectedAdditionalBalances.includes('this_period_vs_last_period') ||
-                financeStatementState.selectedAdditionalBalances.includes('this_period_vs_last_period_percent'),
+        isCompareModeOn: financeStatementState.selectedAdditionalBalances.includes('this_period_vs_last_period') ||
+            financeStatementState.selectedAdditionalBalances.includes('this_period_vs_last_period_percent'),
     };
 });

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

@@ -23,7 +23,6 @@ export const initialState = {
         nodeCollapseState: {},
         scrollPosition: undefined,
         accountViewMode: 'account_group',
-        classViewLayout: 'vertical',
         classesToFilterOut: [],
     },
     firstMonthOfFY: 1,
@@ -95,9 +94,6 @@ const profitAndLossClassesView = createSlice({
         updateAccountViewMode(draft, action) {
             draft.uiState.accountViewMode = action.payload.viewMode;
         },
-        updateClassViewLayout(draft, action) {
-            draft.uiState.classViewLayout = action.payload.classViewLayout;
-        },
         resetProfitAndLossClassesNodeCollapseState(draft) {
             draft.uiState.nodeCollapseState = {};
         },
@@ -106,11 +102,10 @@ const profitAndLossClassesView = createSlice({
         },
     },
 });
-export const { fetchProfitAndLossClassesView, fetchProfitAndLossForTimeframeClassesView, updateProfitAndLossForTimeframeClassesView, updateProfitAndLossForTimeframeClassesViewFailure, updateClassesToFilterOut, updateProfitAndLossClassesViewUIState, updateAccountViewMode, updateClassViewLayout, resetProfitAndLossClassesNodeCollapseState, clearProfitAndLossClassesView, } = profitAndLossClassesView.actions;
+export const { fetchProfitAndLossClassesView, fetchProfitAndLossForTimeframeClassesView, updateProfitAndLossForTimeframeClassesView, updateProfitAndLossForTimeframeClassesViewFailure, updateClassesToFilterOut, updateProfitAndLossClassesViewUIState, updateAccountViewMode, resetProfitAndLossClassesNodeCollapseState, clearProfitAndLossClassesView, } = profitAndLossClassesView.actions;
 export default profitAndLossClassesView.reducer;
 const doUpdatedProfitAndLossClassesView = (draft, timeframe, pandLReport) => {
     const report = mapReportPayloadV2ToReportV2(pandLReport.report);
-    draft.currency = report.currency;
     draft.dataAvailable = report.dataAvailable;
     draft.firstMonthOfFY = report.firstMonthOfFY;
     draft.bookCloseDate = report.bookCloseDate;