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

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

@@ -25,7 +25,7 @@ export const pusherBatchStatusCompletionEpic = (actions$) => actions$.pipe(filte
  * force `phase` to `completed` (dismiss automatching banner) and refresh the batch list.
  * Cancels when the batch completes normally, bulk state is cleared, or another upload supersedes.
  */
-export const bulkUploadAutomatchingTimeoutEpic = (actions$, state$) => actions$.pipe(filter(bulkUploadReceiptsSuccess.match), mergeMap((action) => {
+export const bulkUploadAutomatchingTimeoutEpic = (actions$, state$) => actions$.pipe(filter(bulkUploadReceiptsSuccess.match), switchMap((action) => {
     const { batchId } = action.payload;
     return timer(BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS).pipe(mergeMap(() => {
         const bulk = state$.value.expenseAutomationMissingReceiptsViewState.bulkUpload;
@@ -44,10 +44,11 @@ export const bulkUploadAutomatchingTimeoutEpic = (actions$, state$) => actions$.
  * error snackbar per upload session (first failure only) so the user is not spammed every
  * interval; Pusher or a later successful poll still completes the flow.
  */
-export const pollBulkUploadBatchStatusEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(bulkUploadReceiptsSuccess.match), mergeMap((action) => {
+export const pollBulkUploadBatchStatusEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(bulkUploadReceiptsSuccess.match), switchMap((action) => {
     const { batchId } = action.payload;
     let pollErrorNotified = false;
-    return timer(FALLBACK_FIRST_DELAY_MS, FALLBACK_POLL_INTERVAL_MS).pipe(takeUntil(merge(actions$.pipe(filter(clearBulkUpload.match)), actions$.pipe(filter(pusherBatchStatusUpdate.match), filter((action) => action.payload.batchId === batchId)), actions$.pipe(filter(fetchBulkUploadBatchDetailsSuccess.match), filter((action) => action.payload.batchId === batchId)), actions$.pipe(filter(bulkUploadAutomatchingTimedOut.match), filter((action) => action.payload.batchId === batchId)))), switchMap(() => zeniAPI
+    return timer(FALLBACK_FIRST_DELAY_MS, FALLBACK_POLL_INTERVAL_MS).pipe(takeUntil(merge(actions$.pipe(filter(clearBulkUpload.match)), actions$.pipe(filter(pusherBatchStatusUpdate.match), filter((action) => action.payload.batchId === batchId &&
+        action.payload.status === 'completed')), actions$.pipe(filter(fetchBulkUploadBatchDetailsSuccess.match), filter((action) => action.payload.batchId === batchId)), actions$.pipe(filter(bulkUploadAutomatchingTimedOut.match), filter((action) => action.payload.batchId === batchId)))), switchMap(() => zeniAPI
         .getJSON(`${zeniAPI.apiEndPoints.communicationAgentMicroServiceBaseUrl}/1.0/batches/${batchId}`)
         .pipe(mergeMap((response) => {
         /** Same batch-details URL; polls until `status` is completed (Pusher may win first). */

package/lib/esm/view/expenseAutomationView/expenseAutomationViewSelector.js

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

package/lib/esm/view/expenseAutomationView/helpers/saveTransactionHelper.js

@@ -64,8 +64,8 @@ export const toTransactionUpdatesFromTransactionCategorizationLocalData = (trans
                 lineItem.account?.qboId !== accountLine.account.qboId &&
                     Boolean(lineItem.account?.qboId);
             hasClassChanged =
-                Boolean(lineItem.class?.qboId) &&
-                    lineItem.class?.qboId !== accountLine.class.qboId;
+                (lineItem.class?.qboId != null || accountLine.class?.qboId != null) &&
+                    lineItem.class?.qboId !== accountLine.class?.qboId;
             const recommendedAccountBase = toRecommendedAccountBase(lineItem.amount.amount, lineItem.account);
             const recommendedClassBase = toRecommendedClassBase(lineItem.amount.amount, lineItem.class);
             if (entityDetails != null &&

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

@@ -234,7 +234,7 @@ const buildLineItemById = (transaction, uncategorizedIncomeExpense, recommendati
                         isPreFilled: true,
                     };
                 }
-                if (accountLine.class.classId === '' &&
+                if (Boolean(accountLine.class?.classId) === false &&
                     higherPreferenceRecommendation?.class != null) {
                     record.class = {
                         ...higherPreferenceRecommendation.class,
@@ -464,7 +464,7 @@ export const setEntityRecommendationForLineIdInLocalData = (draft, transaction,
                                 }
                                 : accountLine.account;
                     record.class =
-                        accountLine.class.classId !== ''
+                        Boolean(accountLine.class?.classId) !== false
                             ? accountLine.class
                             : recommendations?.[0]?.class
                                 ? {

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

@@ -44,6 +44,8 @@ export const initialState = {
     uiState: {
         searchString: '',
         scrollPosition: { scrollTop: 0, scrollLeft: undefined },
+        sortKey: 'startMonth',
+        sortOrder: 'descending',
         totalCount: 0,
         limit: 10,
     },
@@ -365,12 +367,26 @@ const expenseAutomationJESchedulesView = createSlice({
         clearJeAccountSettingsLocalData(draft) {
             draft.accountSettings.localData = 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, initialState);
         },
     },
 });
-export const { clearExpenseAutomationJESchedulesView, clearJeAccountSettingsLocalData, clearJeScheduleLocalData, fetchAccountSettingsListForAccountTypes, fetchJeSchedules, fetchJeSchedulesFailure, fetchJeSchedulesPage, fetchJeSchedulesSuccess, fetchRecommendationForAccountSettings, ignoreRecommendedJeSchedule, ignoreRecommendedJeScheduleFailure, ignoreRecommendedJeScheduleSuccess, initializeAccountSettingsView, initializeJeScheduleLocalData, removeFailedJeScheduleTransactionKey, removeJeScheduleLocalDataById, removeJeScheduleTransactionKey, retryJeSchedule, retryJeScheduleFailure, retryJeScheduleSuccess, saveAccountSettings, saveAccountSettingsFailure, saveAccountSettingsLocalData, saveAccountSettingsSuccess, updateAccountSettingsListForAccountTypes, updateAccountSettingsListForAccountTypesFailure, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, updateRecommendationForAccountSettings, updateRecommendationForAccountSettingsFailure, } = expenseAutomationJESchedulesView.actions;
+export const { clearExpenseAutomationJESchedulesView, clearJeAccountSettingsLocalData, clearJeScheduleLocalData, fetchAccountSettingsListForAccountTypes, fetchJeSchedules, fetchJeSchedulesFailure, fetchJeSchedulesPage, fetchJeSchedulesSuccess, fetchRecommendationForAccountSettings, ignoreRecommendedJeSchedule, ignoreRecommendedJeScheduleFailure, ignoreRecommendedJeScheduleSuccess, initializeAccountSettingsView, initializeJeScheduleLocalData, removeFailedJeScheduleTransactionKey, removeJeScheduleLocalDataById, removeJeScheduleTransactionKey, retryJeSchedule, retryJeScheduleFailure, retryJeScheduleSuccess, saveAccountSettings, saveAccountSettingsFailure, saveAccountSettingsLocalData, saveAccountSettingsSuccess, updateAccountSettingsListForAccountTypes, updateAccountSettingsListForAccountTypesFailure, updateJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, updateRecommendationForAccountSettings, updateRecommendationForAccountSettingsFailure, } = expenseAutomationJESchedulesView.actions;
 export default expenseAutomationJESchedulesView.reducer;
 const doUpdateRecommendationForAccountSettings = (draft, payload) => {
     const { prepaidExpensesRecommendations, fixedAssetsRecommendations, accruedExpensesRecommendations, } = mapAccountTypeRecommendationPayloadToAccountRecommendationByType(payload);

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

@@ -1,3 +1,4 @@
+import { reduceAnyFetchState } from '../../../commonStateTypes/reduceFetchState';
 import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { getAccountBase } from '../../../entity/account/accountSelector';
 import { getClassById } from '../../../entity/class/classSelector';
@@ -6,7 +7,7 @@ import { getUserByUserId } from '../../../entity/user/userSelector';
 import { getVendorByVendorId } from '../../../entity/vendor/vendorSelector';
 import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
 export function getExpenseAutomationFluxAnalysisView(state) {
-    const { expenseAutomationFluxAnalysisViewState, monthEndCloseChecksState } = state;
+    const { expenseAutomationFluxAnalysisViewState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
     const { fetchState, error, refreshStatus, uiState, reviewOperatingExpenseIdsByPeriod, selectedSectionIdsByPeriod, groupsBySelectedPeriod, fluxAnalysisEntities, bulkReviewStatus, currency, totalBalancesAndVariance, } = expenseAutomationFluxAnalysisViewState;
     const fetchStateAndError = {
         fetchState,
@@ -91,10 +92,17 @@ export function getExpenseAutomationFluxAnalysisView(state) {
         },
     };
     const completionStatus = fluxCompletionStatus != null ? fluxCompletionStatus : 'incomplete';
+    const monthEndFetchState = monthYearPeriodId != null
+        ? (monthEndCloseChecksViewState.monthEndCloseChecksViewByTenantId[currentTenant.tenantId]?.[monthYearPeriodId] ?? { fetchState: 'Not-Started', error: undefined })
+        : { fetchState: 'Not-Started', error: undefined };
+    const reducedFetchStatus = reduceAnyFetchState([
+        fetchStateAndError,
+        monthEndFetchState,
+    ]);
     return {
         sections,
         totalBalancesAndVariance,
-        fetchStatus: fetchStateAndError,
+        fetchStatus: reducedFetchStatus,
         bulkReviewStatus,
         reviewOperatingExpensesIds,
         selectedSectionIds,

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

@@ -1,4 +1,6 @@
 import omit from 'lodash/omit';
+import orderBy from 'lodash/orderBy';
+import { reduceAnyFetchState } from '../../../commonStateTypes/reduceFetchState';
 import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { getAccountIdsForTypes } from '../../../entity/account/accountSelector';
 import { getJEScheduledTransactionByJEScheduleTransactionKey, } from '../../../entity/jeSchedules/jeSchedulesSelector';
@@ -10,10 +12,48 @@ import { filterNestedAccountHierarchyById } from '../../scheduleView/scheduleDet
 import { getAccountLabelForScheduleType, getAccountsTypesForScheduleList, } from '../../scheduleView/scheduleListView/scheduleListHelper';
 import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
 import { getJEAccountSettingsView } from './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 orderBy(transactions, [accessor], [sortOrder === 'ascending' ? 'asc' : 'desc']);
+}
 export 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 = getJEAccountSettingsView(state);
     const currentTenant = getCurrentTenant(state);
@@ -59,18 +99,33 @@ export function getExpenseAutomationJESchedulesView(state) {
         const jeScheduleDetails = 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
         ? 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 = reduceAnyFetchState([
+        { fetchState, error },
+        monthEndFetchState,
+    ]);
     return {
         uncategorizedAccounts,
         allDepreciationAccountList: filteredDepAccounts,
@@ -79,15 +134,17 @@ export 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/esm/view/expenseAutomationView/selectors/missingReceiptsSelector.js

@@ -1,4 +1,5 @@
 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';
@@ -7,7 +8,7 @@ import { getCompletedTransactionsCacheKey } from '../reducers/missingReceiptsVie
 import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
 import { isUnmatchedTabFileStatus, } from '../types/missingReceiptsViewState';
 export function getExpenseAutomationMissingReceiptsView(state) {
-    const { expenseAutomationMissingReceiptsViewState, expenseAutomationViewState, transactionState, monthEndCloseChecksState, } = state;
+    const { expenseAutomationMissingReceiptsViewState, expenseAutomationViewState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
     const currentTenant = getCurrentTenant(state);
     const { selectedPeriodByTenantId } = expenseAutomationViewState;
     const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
@@ -36,7 +37,7 @@ 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:
@@ -175,9 +176,16 @@ export function getExpenseAutomationMissingReceiptsView(state) {
             vendorLogo: result.vendorLogo ?? transaction?.logo?.href,
         };
     });
+    const monthEndFetchState = monthYearPeriodId != null
+        ? (monthEndCloseChecksViewState.monthEndCloseChecksViewByTenantId[currentTenant.tenantId]?.[monthYearPeriodId] ?? { fetchState: 'Not-Started', error: undefined })
+        : { fetchState: 'Not-Started', error: undefined };
+    const reducedFetchStatus = reduceAnyFetchState([
+        { fetchState, error },
+        monthEndFetchState,
+    ]);
     return {
-        fetchState,
-        error,
+        fetchState: reducedFetchStatus.fetchState,
+        error: reducedFetchStatus.error,
         uploadReceiptStatusById,
         uiState,
         refreshStatus,

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

@@ -13,7 +13,7 @@ import { getAccountList, getNestedAccountListHierarchy, } from '../../accountLis
 import { getClassList, getNestedClassListHierarchy, } from '../../classList/classListSelector';
 import { initialActionFetchState, initialReconciliationTabsState, initialState, } from '../reducers/reconciliationViewReducer';
 import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
-export const getExpenseAutomationReconciliationView = createSelector((state) => state, (state) => getCurrentTenant(state), (state) => state.expenseAutomationReconciliationViewState, (state) => state.expenseAutomationViewState, (state) => state.plaidAccountViewState, (state) => state.accountListState, (state) => state.accountState, (state) => state.classListState, (state) => state.classState, (state) => state.monthEndCloseChecksState, (state) => state.vendorState, (state, currentTenant, reconciliationViewState, expenseAutomationViewState, plaidAccountViewState, accountListState, accountState, classListState, classState, monthEndCloseChecksState, vendorState) => {
+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) => {
     const { selectedPeriodByTenantId } = expenseAutomationViewState;
     const reconcileTabUiState = reconciliationViewState.reconTabsState.reconcile.uiState;
     const reviewTabUiState = reconciliationViewState.reconTabsState.review.uiState;
@@ -35,6 +35,13 @@ 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: [],
@@ -44,10 +51,13 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
             classListNestedAccountHierarchy: [],
             allAccountList: [],
             allClassList: [],
-            fetchStatus: {
-                fetchState: reconciliationViewState.fetchState,
-                error: reconciliationViewState.error,
-            },
+            fetchStatus: reduceAnyFetchState([
+                {
+                    fetchState: reconciliationViewState.fetchState,
+                    error: reconciliationViewState.error,
+                },
+                monthEndFetchState,
+            ]),
             plaidConnectionDetails: plaidAccountViewState['expense_automation_reconcile']
                 .plaidConnectionDetails,
             completionStatus: 'incomplete',
@@ -270,10 +280,13 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
         bankAccounts: uniqueBankAccounts,
         creditCards: uniqueCreditCards,
         accountReconciliationsByAccountID: reconList,
-        fetchStatus: {
-            fetchState: reconciliationViewState.fetchState,
-            error: reconciliationViewState.error,
-        },
+        fetchStatus: reduceAnyFetchState([
+            {
+                fetchState: reconciliationViewState.fetchState,
+                error: reconciliationViewState.error,
+            },
+            monthEndFetchState,
+        ]),
         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 } from '../../../commonStateTypes/reduceFetchState';
+import { reduceAllFetchState, reduceAnyFetchState, } from '../../../commonStateTypes/reduceFetchState';
 import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { getCurrentTenant } from '../../../entity/tenant/tenantSelector';
 import { getTransactionWithCOT } from '../../../entity/transaction/transactionHelper';
@@ -8,7 +8,7 @@ import { getAccountList, getNestedAccountListHierarchy, getUncategorizedAccounts
 import { getClassList, getNestedClassListHierarchy, } from '../../classList/classListSelector';
 import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
 export function getExpenseAutomationTransactionView(state) {
-    const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, transactionState, monthEndCloseChecksState, } = 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 = getUncategorizedAccounts(accountState, accountListState, 'accountList');
@@ -41,10 +41,16 @@ export function getExpenseAutomationTransactionView(state) {
         .filter((transaction) => transaction != null);
     const transactions = getSupportedTransactionsByIds(transactionState, transactionIds);
     const transactionsWithCOT = transactions.map((transaction) => getTransactionWithCOT(transaction));
-    const fetchStatus = 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 = reduceAnyFetchState([
+        reduceAllFetchState([
+            accountList,
+            classList,
+            expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab],
+        ]),
+        monthEndFetchState,
     ]);
     const totalCountByReview = expenseAutomationTransactionsViewState.transactionCategorizationView.review
         .uiState.totalCount;

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

@@ -1 +1,18 @@
-export {};
+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);

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

@@ -3,7 +3,10 @@ import { getSummationFreeRangeTotalBalance } from '../../commonStateTypes/coaBal
 import { defaultCustomerCurrency } from '../../commonStateTypes/currencyHelper';
 import { reduceFetchStateParallelTimeframes } from '../../commonStateTypes/reduceFetchState';
 import { getSectionClassesViewReport } from '../../entity/sectionClassesViewV2/sectionClassesViewSelector';
+import { HORIZONTAL_CLASS_TOTAL_BALANCE_ID, } from './profitAndLossClassesByClassHorizontalSelectorTypes';
 import { enrichProfitAndLossByClassHorizontalReport } from './profitAndLossHorizontalEnrichment';
+/** Standard class ID returned by the accounting platform for transactions without an assigned class. */
+export const NOT_SPECIFIED_CLASS_ID = 'not_specified';
 export const profitAndLossHorizontalIdsInOrder = [
     'income',
     'cogs',
@@ -118,7 +121,19 @@ 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 === NOT_SPECIFIED_CLASS_ID;
+        const bIsNotSpecified = b.classId === 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).
@@ -303,6 +318,7 @@ function buildHeaderBalances(classColumns, timeframe, selectedPeriod, currency)
         startDate,
         type: 'default',
         label: col.className,
+        id: col.classId,
     }));
     // Add a "Total" column
     balances.push({
@@ -312,6 +328,7 @@ function buildHeaderBalances(classColumns, timeframe, selectedPeriod, currency)
         startDate,
         type: 'default',
         label: 'Total',
+        id: HORIZONTAL_CLASS_TOTAL_BALANCE_ID,
     });
     return balances;
 }

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

@@ -72,19 +72,22 @@ function buildHorizontalClassColumnBalancesSlice(report, classAmounts, totalAmou
         return getEmptyHorizontalSectionBalancesSlice(report.firstMonthOfFY, timeframe);
     }
     const { startDate, endDate } = report.selectedPeriod;
-    const balances = report.classColumns.map((col, columnIndex) => ({
-        balance: {
-            amount: classAmounts[columnIndex] ?? 0,
-            currencyCode,
-            currencySymbol,
-        },
-        balanceTimeFrame: timeframe,
-        startDate,
-        endDate,
-        type: 'default',
-        id: col.classId,
-        label: col.className,
-    }));
+    const balances = report.classColumns.map((col, columnIndex) => {
+        const amount = classAmounts[columnIndex] ?? 0;
+        return {
+            balance: {
+                amount,
+                currencyCode,
+                currencySymbol,
+            },
+            balanceTimeFrame: timeframe,
+            startDate,
+            endDate,
+            type: amount === 0 ? 'default_with_null_balance' : 'default',
+            id: col.classId,
+            label: col.className,
+        };
+    });
     balances.push({
         balance: {
             amount: totalAmount,
@@ -94,7 +97,7 @@ function buildHorizontalClassColumnBalancesSlice(report, classAmounts, totalAmou
         balanceTimeFrame: timeframe,
         startDate,
         endDate,
-        type: 'default',
+        type: totalAmount === 0 ? 'default_with_null_balance' : 'default',
         id: HORIZONTAL_CLASS_TOTAL_BALANCE_ID,
         label: 'Total',
     });

package/lib/esm/view/spendManagement/autotransferRules/autoTransferRulesPayload.js

@@ -0,0 +1,26 @@
+import { date } from '../../../zeniDayJS';
+export const mapPayloadToAutoTransferRule = (payload) => ({
+    amount: payload.amount,
+    autoTransferRuleId: payload.auto_transfer_rule_id,
+    createTime: payload.create_time != null ? date(payload.create_time) : undefined,
+    currencyCode: payload.currency_code,
+    currencySymbol: payload.currency_symbol ?? '$',
+    destinationBankAccountId: payload.destination_bank_account_id,
+    destinationBankAccountMetadata: payload.destination_bank_account_metadata?.map((m) => ({
+        accountId: m.account_id,
+        accountType: m.account_type,
+        percentage: m.percentage,
+    })) ?? undefined,
+    destinationBankAccountType: payload.destination_bank_account_type ?? undefined,
+    frequency: payload.frequency,
+    isActive: payload.is_active,
+    isDeleted: payload.is_deleted,
+    lastRunTime: payload.last_run_time,
+    nextTransferDate: payload.next_transfer_date != null
+        ? date(payload.next_transfer_date)
+        : undefined,
+    ruleType: payload.rule_type,
+    sourceBankAccountId: payload.source_bank_account_id,
+    sourceBankAccountType: payload.source_bank_account_type,
+    updateTime: payload.update_time != null ? date(payload.update_time) : undefined,
+});