@zeniai/client-epic-state 4.20.2 → 4.20.3-beta10ND

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

@@ -37,7 +37,7 @@ export declare const getLineItemsByTransactionsIdsFromResponse: (transactions: S
 export declare const getLineItemsByTransactionIdsFromLocalData: (transactionLocalData: TransactionReviewLocalDataSelectorView[], selectedTab: TransactionsTab) => Record<ID, string[]>;
 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";
+    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" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "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" | "success" | "failed";
     type: "error" | "success" | "info";
     variables: {

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js

@@ -241,7 +241,7 @@ const buildLineItemById = (transaction, uncategorizedIncomeExpense, recommendati
                         isPreFilled: true,
                     };
                 }
-                if (accountLine.class.classId === '' &&
+                if (Boolean(accountLine.class?.classId) === false &&
                     higherPreferenceRecommendation?.class != null) {
                     record.class = {
                         ...higherPreferenceRecommendation.class,
@@ -472,7 +472,7 @@ const setEntityRecommendationForLineIdInLocalData = (draft, transaction, transac
                                 }
                                 : accountLine.account;
                     record.class =
-                        accountLine.class.classId !== ''
+                        Boolean(accountLine.class?.classId) !== false
                             ? accountLine.class
                             : recommendations?.[0]?.class
                                 ? {

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/reducers/jeSchedulesViewReducer.d.ts

@@ -5,7 +5,7 @@ import { JEScheduledTransactionPayload } from '../../../entity/jeSchedules/jeSch
 import { JEScheduleTransactionKey } from '../../../entity/jeSchedules/jeSchedulesTypes';
 import { ZeniAPIStatus } from '../../../responsePayload';
 import { AccountTypeRecommendationPayload } from '../../accountMappingView/accountTypeRecommendation/accountTypeRecommendationPayload';
-import { AccountSettingsLocalData, AccountSettingsState, JEScheduleLocalData, JESchedulesViewState } from '../types/jeSchedulesViewState';
+import { AccountSettingsLocalData, AccountSettingsState, JEScheduleLocalData, JESchedulesViewState, JESchedulesViewUIState } from '../types/jeSchedulesViewState';
 export declare const accountSettingsInitialState: AccountSettingsState;
 export declare const initialState: JESchedulesViewState;
 export declare const clearExpenseAutomationJESchedulesView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/clearExpenseAutomationJESchedulesView">, clearJeAccountSettingsLocalData: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/clearJeAccountSettingsLocalData">, clearJeScheduleLocalData: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/clearJeScheduleLocalData">, fetchAccountSettingsListForAccountTypes: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/fetchAccountSettingsListForAccountTypes">, fetchJeSchedules: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[period: TimePeriod, refreshViewInBackground?: any], {
@@ -56,7 +56,7 @@ export declare const clearExpenseAutomationJESchedulesView: import("@reduxjs/too
     accountPayload: AccountMetadataPayload[];
 }, "expenseAutomationJESchedulesView/updateAccountSettingsListForAccountTypes">, updateAccountSettingsListForAccountTypesFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     status: ZeniAPIStatus;
-}, "expenseAutomationJESchedulesView/updateAccountSettingsListForAccountTypesFailure">, updateJeScheduleLocalDataById: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "expenseAutomationJESchedulesView/updateAccountSettingsListForAccountTypesFailure">, updateJESchedulesUIState: import("@reduxjs/toolkit").ActionCreatorWithPayload<Partial<JESchedulesViewUIState>, "expenseAutomationJESchedulesView/updateJESchedulesUIState">, updateJeScheduleLocalDataById: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     localData: Partial<JEScheduleLocalData>;
     scheduledJournalEntryID: ID;
 }, "expenseAutomationJESchedulesView/updateJeScheduleLocalDataById">, updateJeScheduleTransactionKeys: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[jeScheduleKeys: (`${string}_bill_${string}` | `${string}_expense_${string}` | `${string}_check_${string}` | `${string}_refund_${string}` | `${string}_invoice_${string}` | `${string}_payment_${string}` | `${string}_credit_memo_${string}` | `${string}_sales_receipt_${string}` | `${string}_delayed_credit_${string}` | `${string}_delayed_charge_${string}` | `${string}_bill_payment_${string}` | `${string}_bill_payment_check_${string}` | `${string}_bill_payment_credit_card_${string}` | `${string}_vendor_credit_${string}` | `${string}_credit_card_credit_${string}` | `${string}_transfer_${string}` | `${string}_credit_card_payment_${string}` | `${string}_deposit_${string}` | `${string}_journal_entry_${string}`)[], selectedPeriod: MonthYearPeriod], {

package/lib/view/expenseAutomationView/reducers/jeSchedulesViewReducer.js

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateRecommendationForAccountSettingsFailure = exports.updateRecommendationForAccountSettings = exports.updateJeScheduleTransactionKeys = exports.updateJeScheduleLocalDataById = exports.updateAccountSettingsListForAccountTypesFailure = exports.updateAccountSettingsListForAccountTypes = exports.saveAccountSettingsSuccess = exports.saveAccountSettingsLocalData = exports.saveAccountSettingsFailure = exports.saveAccountSettings = exports.retryJeScheduleSuccess = exports.retryJeScheduleFailure = exports.retryJeSchedule = exports.removeJeScheduleTransactionKey = exports.removeJeScheduleLocalDataById = exports.removeFailedJeScheduleTransactionKey = exports.initializeJeScheduleLocalData = exports.initializeAccountSettingsView = exports.ignoreRecommendedJeScheduleSuccess = exports.ignoreRecommendedJeScheduleFailure = exports.ignoreRecommendedJeSchedule = exports.fetchRecommendationForAccountSettings = exports.fetchJeSchedulesSuccess = exports.fetchJeSchedulesPage = exports.fetchJeSchedulesFailure = exports.fetchJeSchedules = exports.fetchAccountSettingsListForAccountTypes = exports.clearJeScheduleLocalData = exports.clearJeAccountSettingsLocalData = exports.clearExpenseAutomationJESchedulesView = exports.initialState = exports.accountSettingsInitialState = void 0;
+exports.updateRecommendationForAccountSettingsFailure = exports.updateRecommendationForAccountSettings = exports.updateJeScheduleTransactionKeys = exports.updateJeScheduleLocalDataById = exports.updateJESchedulesUIState = exports.updateAccountSettingsListForAccountTypesFailure = exports.updateAccountSettingsListForAccountTypes = exports.saveAccountSettingsSuccess = exports.saveAccountSettingsLocalData = exports.saveAccountSettingsFailure = exports.saveAccountSettings = exports.retryJeScheduleSuccess = exports.retryJeScheduleFailure = exports.retryJeSchedule = exports.removeJeScheduleTransactionKey = exports.removeJeScheduleLocalDataById = exports.removeFailedJeScheduleTransactionKey = exports.initializeJeScheduleLocalData = exports.initializeAccountSettingsView = exports.ignoreRecommendedJeScheduleSuccess = exports.ignoreRecommendedJeScheduleFailure = exports.ignoreRecommendedJeSchedule = exports.fetchRecommendationForAccountSettings = exports.fetchJeSchedulesSuccess = exports.fetchJeSchedulesPage = exports.fetchJeSchedulesFailure = exports.fetchJeSchedules = exports.fetchAccountSettingsListForAccountTypes = exports.clearJeScheduleLocalData = exports.clearJeAccountSettingsLocalData = exports.clearExpenseAutomationJESchedulesView = exports.initialState = exports.accountSettingsInitialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const getNestedAccountIDHierarchyForReport_1 = require("../../../commonStateTypes/accountView/getNestedAccountIDHierarchyForReport");
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
@@ -48,6 +48,8 @@ exports.initialState = {
     uiState: {
         searchString: '',
         scrollPosition: { scrollTop: 0, scrollLeft: undefined },
+        sortKey: 'startMonth',
+        sortOrder: 'descending',
         totalCount: 0,
         limit: 10,
     },
@@ -369,12 +371,26 @@ const expenseAutomationJESchedulesView = (0, toolkit_1.createSlice)({
         clearJeAccountSettingsLocalData(draft) {
             draft.accountSettings.localData = exports.accountSettingsInitialState.localData;
         },
+        updateJESchedulesUIState(draft, action) {
+            if (action.payload.sortKey != null) {
+                draft.uiState.sortKey = action.payload.sortKey;
+            }
+            if (action.payload.sortOrder != null) {
+                draft.uiState.sortOrder = action.payload.sortOrder;
+            }
+            if (action.payload.searchString != null) {
+                draft.uiState.searchString = action.payload.searchString;
+            }
+            if (action.payload.scrollPosition != null) {
+                draft.uiState.scrollPosition = action.payload.scrollPosition;
+            }
+        },
         clearExpenseAutomationJESchedulesView(draft) {
             Object.assign(draft, exports.initialState);
         },
     },
 });
-_a = expenseAutomationJESchedulesView.actions, exports.clearExpenseAutomationJESchedulesView = _a.clearExpenseAutomationJESchedulesView, exports.clearJeAccountSettingsLocalData = _a.clearJeAccountSettingsLocalData, exports.clearJeScheduleLocalData = _a.clearJeScheduleLocalData, exports.fetchAccountSettingsListForAccountTypes = _a.fetchAccountSettingsListForAccountTypes, exports.fetchJeSchedules = _a.fetchJeSchedules, exports.fetchJeSchedulesFailure = _a.fetchJeSchedulesFailure, exports.fetchJeSchedulesPage = _a.fetchJeSchedulesPage, exports.fetchJeSchedulesSuccess = _a.fetchJeSchedulesSuccess, exports.fetchRecommendationForAccountSettings = _a.fetchRecommendationForAccountSettings, exports.ignoreRecommendedJeSchedule = _a.ignoreRecommendedJeSchedule, exports.ignoreRecommendedJeScheduleFailure = _a.ignoreRecommendedJeScheduleFailure, exports.ignoreRecommendedJeScheduleSuccess = _a.ignoreRecommendedJeScheduleSuccess, exports.initializeAccountSettingsView = _a.initializeAccountSettingsView, exports.initializeJeScheduleLocalData = _a.initializeJeScheduleLocalData, exports.removeFailedJeScheduleTransactionKey = _a.removeFailedJeScheduleTransactionKey, exports.removeJeScheduleLocalDataById = _a.removeJeScheduleLocalDataById, exports.removeJeScheduleTransactionKey = _a.removeJeScheduleTransactionKey, exports.retryJeSchedule = _a.retryJeSchedule, exports.retryJeScheduleFailure = _a.retryJeScheduleFailure, exports.retryJeScheduleSuccess = _a.retryJeScheduleSuccess, exports.saveAccountSettings = _a.saveAccountSettings, exports.saveAccountSettingsFailure = _a.saveAccountSettingsFailure, exports.saveAccountSettingsLocalData = _a.saveAccountSettingsLocalData, exports.saveAccountSettingsSuccess = _a.saveAccountSettingsSuccess, exports.updateAccountSettingsListForAccountTypes = _a.updateAccountSettingsListForAccountTypes, exports.updateAccountSettingsListForAccountTypesFailure = _a.updateAccountSettingsListForAccountTypesFailure, exports.updateJeScheduleLocalDataById = _a.updateJeScheduleLocalDataById, exports.updateJeScheduleTransactionKeys = _a.updateJeScheduleTransactionKeys, exports.updateRecommendationForAccountSettings = _a.updateRecommendationForAccountSettings, exports.updateRecommendationForAccountSettingsFailure = _a.updateRecommendationForAccountSettingsFailure;
+_a = expenseAutomationJESchedulesView.actions, exports.clearExpenseAutomationJESchedulesView = _a.clearExpenseAutomationJESchedulesView, exports.clearJeAccountSettingsLocalData = _a.clearJeAccountSettingsLocalData, exports.clearJeScheduleLocalData = _a.clearJeScheduleLocalData, exports.fetchAccountSettingsListForAccountTypes = _a.fetchAccountSettingsListForAccountTypes, exports.fetchJeSchedules = _a.fetchJeSchedules, exports.fetchJeSchedulesFailure = _a.fetchJeSchedulesFailure, exports.fetchJeSchedulesPage = _a.fetchJeSchedulesPage, exports.fetchJeSchedulesSuccess = _a.fetchJeSchedulesSuccess, exports.fetchRecommendationForAccountSettings = _a.fetchRecommendationForAccountSettings, exports.ignoreRecommendedJeSchedule = _a.ignoreRecommendedJeSchedule, exports.ignoreRecommendedJeScheduleFailure = _a.ignoreRecommendedJeScheduleFailure, exports.ignoreRecommendedJeScheduleSuccess = _a.ignoreRecommendedJeScheduleSuccess, exports.initializeAccountSettingsView = _a.initializeAccountSettingsView, exports.initializeJeScheduleLocalData = _a.initializeJeScheduleLocalData, exports.removeFailedJeScheduleTransactionKey = _a.removeFailedJeScheduleTransactionKey, exports.removeJeScheduleLocalDataById = _a.removeJeScheduleLocalDataById, exports.removeJeScheduleTransactionKey = _a.removeJeScheduleTransactionKey, exports.retryJeSchedule = _a.retryJeSchedule, exports.retryJeScheduleFailure = _a.retryJeScheduleFailure, exports.retryJeScheduleSuccess = _a.retryJeScheduleSuccess, exports.saveAccountSettings = _a.saveAccountSettings, exports.saveAccountSettingsFailure = _a.saveAccountSettingsFailure, exports.saveAccountSettingsLocalData = _a.saveAccountSettingsLocalData, exports.saveAccountSettingsSuccess = _a.saveAccountSettingsSuccess, exports.updateAccountSettingsListForAccountTypes = _a.updateAccountSettingsListForAccountTypes, exports.updateAccountSettingsListForAccountTypesFailure = _a.updateAccountSettingsListForAccountTypesFailure, exports.updateJESchedulesUIState = _a.updateJESchedulesUIState, exports.updateJeScheduleLocalDataById = _a.updateJeScheduleLocalDataById, exports.updateJeScheduleTransactionKeys = _a.updateJeScheduleTransactionKeys, exports.updateRecommendationForAccountSettings = _a.updateRecommendationForAccountSettings, exports.updateRecommendationForAccountSettingsFailure = _a.updateRecommendationForAccountSettingsFailure;
 exports.default = expenseAutomationJESchedulesView.reducer;
 const doUpdateRecommendationForAccountSettings = (draft, payload) => {
     const { prepaidExpensesRecommendations, fixedAssetsRecommendations, accruedExpensesRecommendations, } = (0, accountTypeRecommendationPayload_1.mapAccountTypeRecommendationPayloadToAccountRecommendationByType)(payload);

package/lib/view/expenseAutomationView/selectorTypes/jeSchedulesSelectorTypes.d.ts

@@ -18,10 +18,12 @@ export interface ExpenseAutomationJESchedulesViewSelector extends SelectorView {
     allDepreciationAccountList: AccountBase[];
     allDepreciationAccountListNestedAccountHierarchy: NestedAccountHierarchyForReport[];
     classListNestedAccountHierarchy: NestedClassHierarchyForReport[];
+    completedSchedules: JEScheduledTransaction[];
     completionStatus: CompletionStatusType;
     draftSchedules: JEScheduledTransaction[];
     ignoreStatusById: Record<JEScheduleTransactionKey, FetchStateAndError>;
     jeScheduleLocalDataById: Record<ID, JEScheduleLocalData>;
+    ongoingSchedules: JEScheduledTransaction[];
     postStatusById: Record<ID, FetchStateAndError>;
     refreshStatus: FetchStateAndError;
     resolveSchedules: JEScheduledTransactionWithFailedEntries[];

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

@@ -5,6 +5,8 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 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");
@@ -16,10 +18,48 @@ const scheduleDetailSelector_1 = require("../../scheduleView/scheduleDetailView/
 const scheduleListHelper_1 = require("../../scheduleView/scheduleListView/scheduleListHelper");
 const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
 const jeAccountSettingsViewSelector_1 = require("./jeAccountSettingsViewSelector");
+function getJEScheduleSortAccessor(sortKey) {
+    switch (sortKey) {
+        case 'vendor':
+            return (s) => s.vendor.name?.toLowerCase();
+        case 'category':
+            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':
+            return (s) => s.startDate?.valueOf();
+        case 'type':
+            return (s) => s.baseTransaction.typeOfTransaction;
+        case 'amortizationPeriod':
+            return (s) => s.period;
+        case 'jePostingDate':
+            return (s) => s.dayOfPostingDate;
+        case 'remainingMonths':
+            return (s) => s.period;
+        case 'runningBalance':
+            return (s) => s.balanceAsOfToday?.amount;
+        case 'totalAmount':
+            return (s) => s.baseTransaction.amount.amount;
+        case 'transactionDate':
+            return (s) => s.baseTransaction.date.valueOf();
+        case 'memo':
+            return (s) => s.baseTransaction.memo?.toLowerCase();
+        default:
+            return (s) => s.startDate?.valueOf();
+    }
+}
+function sortJEScheduledTransactions(transactions, sortKey, sortOrder) {
+    const accessor = getJEScheduleSortAccessor(sortKey);
+    return (0, orderBy_1.default)(transactions, [accessor], [sortOrder === 'ascending' ? 'asc' : 'desc']);
+}
 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);
@@ -65,18 +105,33 @@ function getExpenseAutomationJESchedulesView(state) {
         const jeScheduleDetails = (0, jeSchedulesSelector_1.getJEScheduledTransactionByJEScheduleTransactionKey)(jeScheduleKey, state);
         failedJeScheduledTransaction.push(jeScheduleDetails);
     });
-    const draftSchedules = jeScheduledTransaction.filter((schedule) => schedule.status.code === 'draft');
-    const resolveSchedules = [];
+    const { sortKey, sortOrder } = uiState;
+    const draftSchedules = sortJEScheduledTransactions(jeScheduledTransaction.filter((schedule) => schedule.status.code === 'draft'), sortKey, sortOrder);
+    const ongoingSchedules = sortJEScheduledTransactions(jeScheduledTransaction.filter((schedule) => schedule.status.code === 'ongoing'), sortKey, sortOrder);
+    const completedSchedules = sortJEScheduledTransactions(jeScheduledTransaction.filter((schedule) => schedule.status.code === 'completed' ||
+        schedule.status.code === 'marked_as_completed'), sortKey, sortOrder);
+    const unsortedResolveSchedules = [];
     failedJeScheduledTransaction.forEach((schedule) => {
         schedule.scheduledJournalEntry.forEach((journalEntry) => {
-            resolveSchedules.push({ ...schedule, scheduledJournalEntry: journalEntry });
+            unsortedResolveSchedules.push({
+                ...schedule,
+                scheduledJournalEntry: journalEntry,
+            });
         });
     });
+    const resolveSchedules = sortJEScheduledTransactions(unsortedResolveSchedules, sortKey, sortOrder);
     const allSteps = monthYearPeriodId != null
         ? (0, expenseAutomationViewSelectorTypes_1.getAllSteps)(monthEndCloseChecksState, monthYearPeriodId, currentTenant.tenantId)
         : [];
     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,
@@ -85,15 +140,17 @@ function getExpenseAutomationJESchedulesView(state) {
         allAccountList: filteredAccounts,
         accountListNestedAccountHierarchy,
         allClassList: allClasses,
+        completedSchedules,
         draftSchedules,
+        ongoingSchedules,
         resolveSchedules: resolveSchedules,
         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];
@@ -42,7 +43,7 @@ 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:
@@ -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

@@ -1,16 +1,21 @@
 import { NestedAccountHierarchyForReport } from '../../../commonStateTypes/accountView/nestedAccountID';
 import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
 import { Recommendation } from '../../../commonStateTypes/recommendationBase';
+import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
 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" | "depCategory" | "scheduleCategory" | "startMonth" | "amortizationPeriod" | "jePostingDate" | "remainingMonths";
+export type JEScheduleSortKey = ReturnType<typeof toJEScheduleSortKey>;
 export interface JESchedulesViewUIState {
     scrollPosition: {
         scrollTop: number;
         scrollLeft?: number;
     } | undefined;
     searchString: string;
+    sortKey: JEScheduleSortKey;
+    sortOrder: SortOrder;
     totalCount: number;
     limit?: number;
 }

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

@@ -1,2 +1,22 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
+exports.toJEScheduleSortKey = void 0;
+const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
+const JE_SCHEDULE_SORT_KEYS = [
+    'vendor',
+    'category',
+    'class',
+    'depCategory',
+    'scheduleCategory',
+    'startMonth',
+    'type',
+    'amortizationPeriod',
+    'jePostingDate',
+    'remainingMonths',
+    'runningBalance',
+    'totalAmount',
+    'transactionDate',
+    'memo',
+];
+const toJEScheduleSortKey = (v) => (0, stringToUnion_1.stringToUnion)(v, JE_SCHEDULE_SORT_KEYS);
+exports.toJEScheduleSortKey = toJEScheduleSortKey;

package/lib/view/onboardingView/cockpitView/types/onboardingCockpitViewTypes.d.ts

@@ -3,7 +3,7 @@ import { CompanyWithSchema } from '../../../../entity/company/companySelector';
 import { OnboardingCustomerInfo } from '../../../../entity/onboardingCustomer/onboardingCustomerState';
 import { Tenant } from '../../../../entity/tenant/tenantState';
 import { CompanyDetailsLocalData, PrimaryContactLocalData } from '../../../spendManagement/commonSetup/setupViewState';
-declare const toProductGroupType: (v: string) => "other" | "bookkeeping" | "banking" | "spend_management" | "cards";
+declare const toProductGroupType: (v: string) => "cards" | "other" | "bookkeeping" | "banking" | "spend_management";
 export type ProductGroupType = ReturnType<typeof toProductGroupType>;
 export declare const toProductType: (v: string) => "zeni_treasury" | "other" | "bookkeeping" | "zeni_checking" | "zeni_bill_pay" | "zeni_reimbursements" | "zeni_cards" | "zeni_payroll" | "zeni_cfo" | "zeni_tax";
 export declare const toProductTypeStrict: (v: string) => "zeni_treasury" | "other" | "bookkeeping" | "zeni_checking" | "zeni_bill_pay" | "zeni_reimbursements" | "zeni_cards" | "zeni_payroll" | "zeni_cfo" | "zeni_tax" | undefined;

package/lib/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector.d.ts

@@ -6,6 +6,8 @@ import { ZeniDate } from '../../zeniDayJS';
 import { ProfitAndLossByClassHorizontalReport } from './profitAndLossClassesByClassHorizontalSelectorTypes';
 import { PandLReportViewCalculatedSectionID, PandLReportViewSectionID } from './profitAndLossClassesViewSelectorTypes';
 import { ProfitAndLossClassesViewState } from './profitAndLossClassesViewState';
+/** Standard class ID returned by the accounting platform for transactions without an assigned class. */
+export declare const NOT_SPECIFIED_CLASS_ID = "not_specified";
 export declare const profitAndLossHorizontalIdsInOrder: (PandLReportViewSectionID | PandLReportViewCalculatedSectionID)[];
 export declare const getProfitAndLossClassesHorizontalView: (filter: COABalancesFilterClassesView, accountState: AccountState, classState: ClassState, sectionsState: SectionClassesViewStateV2, profitAndLossClassesViewState: ProfitAndLossClassesViewState, selectedPeriod: {
     endDate: ZeniDate;

package/lib/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector.js

@@ -1,12 +1,15 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.getProfitAndLossClassesHorizontalView = exports.profitAndLossHorizontalIdsInOrder = void 0;
+exports.getProfitAndLossClassesHorizontalView = exports.profitAndLossHorizontalIdsInOrder = exports.NOT_SPECIFIED_CLASS_ID = void 0;
 const amount_1 = require("../../commonStateTypes/amount");
 const getSummationBalance_1 = require("../../commonStateTypes/coaBalance/additionalBalances/getSummationBalance");
 const currencyHelper_1 = require("../../commonStateTypes/currencyHelper");
 const reduceFetchState_1 = require("../../commonStateTypes/reduceFetchState");
 const sectionClassesViewSelector_1 = require("../../entity/sectionClassesViewV2/sectionClassesViewSelector");
+const profitAndLossClassesByClassHorizontalSelectorTypes_1 = require("./profitAndLossClassesByClassHorizontalSelectorTypes");
 const profitAndLossHorizontalEnrichment_1 = require("./profitAndLossHorizontalEnrichment");
+/** Standard class ID returned by the accounting platform for transactions without an assigned class. */
+exports.NOT_SPECIFIED_CLASS_ID = 'not_specified';
 exports.profitAndLossHorizontalIdsInOrder = [
     'income',
     'cogs',
@@ -122,7 +125,19 @@ function buildClassColumns(classHierarchy, classesToFilterOut) {
         nestedClassId: c.classId,
         qboId: c.qboId,
     }))
-        .sort((a, b) => a.className.localeCompare(b.className, [], { sensitivity: 'base' }));
+        .sort((a, b) => {
+        const aIsNotSpecified = a.classId === exports.NOT_SPECIFIED_CLASS_ID;
+        const bIsNotSpecified = b.classId === exports.NOT_SPECIFIED_CLASS_ID;
+        if (aIsNotSpecified && !bIsNotSpecified) {
+            return 1;
+        }
+        if (!aIsNotSpecified && bIsNotSpecified) {
+            return -1;
+        }
+        return a.className.localeCompare(b.className, [], {
+            sensitivity: 'base',
+        });
+    });
 }
 /**
  * Pivot a section from class→account→balances to account→class→balance (single period).
@@ -307,6 +322,7 @@ function buildHeaderBalances(classColumns, timeframe, selectedPeriod, currency)
         startDate,
         type: 'default',
         label: col.className,
+        id: col.classId,
     }));
     // Add a "Total" column
     balances.push({
@@ -316,6 +332,7 @@ function buildHeaderBalances(classColumns, timeframe, selectedPeriod, currency)
         startDate,
         type: 'default',
         label: 'Total',
+        id: profitAndLossClassesByClassHorizontalSelectorTypes_1.HORIZONTAL_CLASS_TOTAL_BALANCE_ID,
     });
     return balances;
 }