@zeniai/client-epic-state 4.20.3-betaSS12 → 4.20.3-betaSS13

package/lib/view/profitAndLossProjectView/profitAndLossProjectViewPayload.d.ts

@@ -0,0 +1,33 @@
+import { AccountCOABalanceGroupedPayloadByAccountId } from '../../commonPayloadTypes/subAccountView/reportBySubAccountPayload';
+import { COABalanceGroupedPayloadV2 } from '../../commonPayloadTypes/v2/coaBalancePayload';
+import { ReportPayloadV2 } from '../../commonPayloadTypes/v2/viewAndReportPayloadv2';
+import { AccountMetadataPayload } from '../../entity/account/accountPayload';
+import { ProjectMetadataPayload } from '../../entity/project/projectPayload';
+import { ZeniReportResponse } from '../../responsePayload';
+export interface ReportByProjectMetadataPayloadV2 extends ReportPayloadV2 {
+    accounts: AccountMetadataPayload[];
+    projects: ProjectMetadataPayload[];
+}
+export interface ProjectCOABalanceGroupedPayloadV2 extends COABalanceGroupedPayloadV2 {
+    accounts: AccountCOABalanceGroupedPayloadByAccountId;
+}
+interface ProjectCOABalanceGroupedPayloadByProjectIdV2 {
+    [project_Id: string]: ProjectCOABalanceGroupedPayloadV2;
+}
+export interface SectionByProjectCOABalanceGroupedPayloadV2 extends COABalanceGroupedPayloadV2 {
+    projects: ProjectCOABalanceGroupedPayloadByProjectIdV2;
+}
+export interface ProfitAndLossProjectViewPayload extends ReportByProjectMetadataPayloadV2 {
+    cogs: SectionByProjectCOABalanceGroupedPayloadV2;
+    earnings_before_interest_and_tax: COABalanceGroupedPayloadV2;
+    expenses: SectionByProjectCOABalanceGroupedPayloadV2;
+    gross_profit: COABalanceGroupedPayloadV2;
+    income: SectionByProjectCOABalanceGroupedPayloadV2;
+    net_income: COABalanceGroupedPayloadV2;
+    net_operating_income: COABalanceGroupedPayloadV2;
+    net_other_income: COABalanceGroupedPayloadV2;
+    other_expenses: SectionByProjectCOABalanceGroupedPayloadV2;
+    other_income: SectionByProjectCOABalanceGroupedPayloadV2;
+}
+export type ProfitAndLossReportProjectViewResponse = ZeniReportResponse<ProfitAndLossProjectViewPayload>;
+export {};

package/lib/view/profitAndLossProjectView/profitAndLossProjectViewPayload.js

@@ -0,0 +1,2 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });

package/lib/view/profitAndLossProjectView/profitAndLossProjectViewReducer.d.ts

@@ -0,0 +1,33 @@
+import { AccountViewMode, ID } from '../../commonStateTypes/common';
+import { ZeniAPIStatus, ZeniReportData } from '../../responsePayload';
+import { ProfitAndLossProjectViewPayload } from './profitAndLossProjectViewPayload';
+import { ProfitAndLossProjectViewState } from './profitAndLossProjectViewState';
+export declare const initialState: ProfitAndLossProjectViewState;
+export declare const fetchProfitAndLossProjectView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[cacheOverride?: boolean | undefined], {
+    cacheOverride: boolean;
+}, "profitAndLossProjectView/fetchProfitAndLossProjectView", never, never>, fetchProfitAndLossForTimeframeProjectView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[timeframe: "month" | "year" | "quarter", fetchFullReport?: boolean | undefined, cacheOverride?: boolean | undefined], {
+    timeframe: "month" | "year" | "quarter";
+    fetchFullReport: boolean;
+    cacheOverride: boolean;
+}, "profitAndLossProjectView/fetchProfitAndLossForTimeframeProjectView", never, never>, updateProfitAndLossForTimeframeProjectView: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    report: ZeniReportData<ProfitAndLossProjectViewPayload>;
+    timeframe: "month" | "quarter" | "year";
+}, "profitAndLossProjectView/updateProfitAndLossForTimeframeProjectView">, updateProfitAndLossForTimeframeProjectViewFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[error: ZeniAPIStatus<Record<string, unknown>>, timeframe: "month" | "year" | "quarter"], {
+    error: ZeniAPIStatus<Record<string, unknown>>;
+    timeframe: "month" | "year" | "quarter";
+}, "profitAndLossProjectView/updateProfitAndLossForTimeframeProjectViewFailure", never, never>, updateProjectsToFilterOut: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    projectsToFilterOut: ID[];
+}, "profitAndLossProjectView/updateProjectsToFilterOut">, updateProfitAndLossProjectViewUIState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    nodeCollapseState?: {
+        isCollapsed: boolean;
+        nodeId: ID;
+    };
+    scrollPosition?: {
+        scrollTop: number;
+        scrollLeft?: number;
+    };
+}, "profitAndLossProjectView/updateProfitAndLossProjectViewUIState">, updateProjectViewAccountViewMode: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    viewMode: AccountViewMode;
+}, "profitAndLossProjectView/updateProjectViewAccountViewMode">, resetProfitAndLossProjectNodeCollapseState: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"profitAndLossProjectView/resetProfitAndLossProjectNodeCollapseState">, clearProfitAndLossProjectView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"profitAndLossProjectView/clearProfitAndLossProjectView">;
+declare const _default: import("redux").Reducer<ProfitAndLossProjectViewState>;
+export default _default;

package/lib/view/profitAndLossProjectView/profitAndLossProjectViewReducer.js

@@ -0,0 +1,117 @@
+"use strict";
+var _a;
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.clearProfitAndLossProjectView = exports.resetProfitAndLossProjectNodeCollapseState = exports.updateProjectViewAccountViewMode = exports.updateProfitAndLossProjectViewUIState = exports.updateProjectsToFilterOut = exports.updateProfitAndLossForTimeframeProjectViewFailure = exports.updateProfitAndLossForTimeframeProjectView = exports.fetchProfitAndLossForTimeframeProjectView = exports.fetchProfitAndLossProjectView = exports.initialState = void 0;
+const toolkit_1 = require("@reduxjs/toolkit");
+const viewAndReportPayloadv2_1 = require("../../commonPayloadTypes/v2/viewAndReportPayloadv2");
+exports.initialState = {
+    bookCloseDate: undefined,
+    fetchState: {
+        month: {
+            fetchState: 'Not-Started',
+            error: undefined,
+        },
+        quarter: {
+            fetchState: 'Not-Started',
+            error: undefined,
+        },
+        year: {
+            fetchState: 'Not-Started',
+            error: undefined,
+        },
+    },
+    firstMonthOfFY: 1,
+    projectIds: [],
+    reportId: 'profit_and_loss_by_projects',
+    reportTitle: 'profit_and_loss_by_projects',
+    uiState: {
+        accountViewMode: 'project',
+        nodeCollapseState: {},
+        projectsToFilterOut: [],
+        scrollPosition: undefined,
+    },
+};
+const profitAndLossProjectView = (0, toolkit_1.createSlice)({
+    name: 'profitAndLossProjectView',
+    initialState: exports.initialState,
+    reducers: {
+        fetchProfitAndLossProjectView: {
+            prepare(cacheOverride = false) {
+                return { payload: { cacheOverride } };
+            },
+            reducer(
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _draft, 
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _action) {
+                // nothing to do here
+            },
+        },
+        fetchProfitAndLossForTimeframeProjectView: {
+            prepare(timeframe, fetchFullReport = true, cacheOverride = false) {
+                return { payload: { timeframe, fetchFullReport, cacheOverride } };
+            },
+            reducer(draft, action) {
+                const timeframe = action.payload.timeframe;
+                draft.fetchState[timeframe].fetchState = 'In-Progress';
+                draft.fetchState[timeframe].error = undefined;
+            },
+        },
+        updateProfitAndLossForTimeframeProjectView(draft, action) {
+            doUpdateProfitAndLossProjectView(draft, action.payload.timeframe, action.payload.report);
+        },
+        updateProfitAndLossForTimeframeProjectViewFailure: {
+            prepare(error, timeframe) {
+                return {
+                    payload: {
+                        error,
+                        timeframe,
+                    },
+                };
+            },
+            reducer(draft, action) {
+                draft.fetchState[action.payload.timeframe] = {
+                    fetchState: 'Error',
+                    error: action.payload.error,
+                };
+            },
+        },
+        updateProjectsToFilterOut(draft, action) {
+            draft.uiState.projectsToFilterOut = action.payload.projectsToFilterOut;
+        },
+        updateProfitAndLossProjectViewUIState(draft, action) {
+            const { nodeCollapseState, scrollPosition } = action.payload;
+            if (nodeCollapseState != null) {
+                draft.uiState.nodeCollapseState = Object.assign({}, draft.uiState.nodeCollapseState, {
+                    [nodeCollapseState.nodeId]: nodeCollapseState.isCollapsed,
+                });
+            }
+            if (scrollPosition != null) {
+                draft.uiState.scrollPosition = scrollPosition;
+            }
+        },
+        updateProjectViewAccountViewMode(draft, action) {
+            draft.uiState.accountViewMode = action.payload.viewMode;
+        },
+        resetProfitAndLossProjectNodeCollapseState(draft) {
+            draft.uiState.nodeCollapseState = {};
+        },
+        clearProfitAndLossProjectView(draft) {
+            Object.assign(draft, exports.initialState);
+        },
+    },
+});
+_a = profitAndLossProjectView.actions, exports.fetchProfitAndLossProjectView = _a.fetchProfitAndLossProjectView, exports.fetchProfitAndLossForTimeframeProjectView = _a.fetchProfitAndLossForTimeframeProjectView, exports.updateProfitAndLossForTimeframeProjectView = _a.updateProfitAndLossForTimeframeProjectView, exports.updateProfitAndLossForTimeframeProjectViewFailure = _a.updateProfitAndLossForTimeframeProjectViewFailure, exports.updateProjectsToFilterOut = _a.updateProjectsToFilterOut, exports.updateProfitAndLossProjectViewUIState = _a.updateProfitAndLossProjectViewUIState, exports.updateProjectViewAccountViewMode = _a.updateProjectViewAccountViewMode, exports.resetProfitAndLossProjectNodeCollapseState = _a.resetProfitAndLossProjectNodeCollapseState, exports.clearProfitAndLossProjectView = _a.clearProfitAndLossProjectView;
+exports.default = profitAndLossProjectView.reducer;
+const doUpdateProfitAndLossProjectView = (draft, timeframe, pandLReport) => {
+    const report = (0, viewAndReportPayloadv2_1.mapReportPayloadV2ToReportV2)(pandLReport.report);
+    draft.currency = report.currency;
+    draft.dataAvailable = report.dataAvailable;
+    draft.firstMonthOfFY = report.firstMonthOfFY;
+    draft.bookCloseDate = report.bookCloseDate;
+    draft.status = report.status;
+    draft.fetchState[timeframe].fetchState = 'Completed';
+    if (draft.projectIds.length <= 0) {
+        draft.projectIds = pandLReport.report.projects.map((project) => project.zeni_project_id);
+    }
+};

package/lib/view/profitAndLossProjectView/profitAndLossProjectViewSelector.d.ts

@@ -0,0 +1,9 @@
+import { COABalancesFilterProjectView } from '../../commonStateTypes/coaBalance/coaBalancesFilterProjectView';
+import { AccountState } from '../../entity/account/accountState';
+import { ProjectState } from '../../entity/project/projectReducer';
+import { SectionProjectViewState } from '../../entity/sectionProjectView/sectionProjectViewState';
+import { PandLReportViewCalculatedSectionID, PandLReportViewSectionID } from '../profitAndLossClassesView/profitAndLossClassesViewSelectorTypes';
+import { ProfitAndLossProjectViewReport } from './profitAndLossProjectViewSelectorTypes';
+import { ProfitAndLossProjectViewState } from './profitAndLossProjectViewState';
+export declare const profitAndLossProjectIdsInOrder: (PandLReportViewSectionID | PandLReportViewCalculatedSectionID)[];
+export declare const getProfitAndLossProjectView: (filter: COABalancesFilterProjectView, accountState: AccountState, projectState: ProjectState, sectionsState: SectionProjectViewState, profitAndLossProjectViewState: ProfitAndLossProjectViewState) => ProfitAndLossProjectViewReport;

package/lib/view/profitAndLossProjectView/profitAndLossProjectViewSelector.js

@@ -0,0 +1,69 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.getProfitAndLossProjectView = exports.profitAndLossProjectIdsInOrder = void 0;
+const getDifferenceOfBalancesGroupedByPeriod_1 = require("../../commonStateTypes/coaBalance/classBalances/getDifferenceOfBalancesGroupedByPeriod");
+const getSumOfBalancesGroupedByPeriod_1 = require("../../commonStateTypes/coaBalance/classBalances/getSumOfBalancesGroupedByPeriod");
+const coaBalance_1 = require("../../commonStateTypes/coaBalance/coaBalance");
+const reduceFetchState_1 = require("../../commonStateTypes/reduceFetchState");
+const projectSelector_1 = require("../../entity/project/projectSelector");
+const sectionProjectViewSelector_1 = require("../../entity/sectionProjectView/sectionProjectViewSelector");
+const profitAndLossClassesViewSelectorTypes_1 = require("../profitAndLossClassesView/profitAndLossClassesViewSelectorTypes");
+exports.profitAndLossProjectIdsInOrder = [
+    'income',
+    'cogs',
+    'grossProfit',
+    'expenses',
+    'earningsBeforeInterestAndTax',
+    'otherIncome',
+    'otherExpenses',
+    'netOtherIncome',
+    'netIncome',
+];
+const getProfitAndLossProjectView = (filter, accountState, projectState, sectionsState, profitAndLossProjectViewState) => {
+    const fetchState = (0, reduceFetchState_1.reduceFetchStateParallelTimeframes)([
+        profitAndLossProjectViewState.fetchState.month,
+        profitAndLossProjectViewState.fetchState.quarter,
+        profitAndLossProjectViewState.fetchState.year,
+    ]);
+    const reportId = 'profit_and_loss_by_projects';
+    const sections = {};
+    const calculatedSections = {};
+    if (fetchState.fetchState === 'Completed') {
+        profitAndLossClassesViewSelectorTypes_1.ALL_PANDL_REPORT_VIEW_SECTION_IDS.forEach((sectionId) => {
+            sections[`${sectionId}`] = (0, sectionProjectViewSelector_1.getSectionProjectViewReport)(accountState, projectState, sectionsState, profitAndLossProjectViewState.projectIds, {
+                reportId,
+                sectionId,
+            }, filter);
+        });
+        const grossProfitBalancesByPeriod = (0, getDifferenceOfBalancesGroupedByPeriod_1.getDifferenceOfBalancesGroupedByPeriod)(sections['income'].sectionBalancesTotalByPeriod, sections['cogs'].sectionBalancesTotalByPeriod);
+        calculatedSections['grossProfit'] = (0, coaBalance_1.getCOABalances)(grossProfitBalancesByPeriod, filter);
+        const ebitBalancesByPeriod = (0, getDifferenceOfBalancesGroupedByPeriod_1.getDifferenceOfBalancesGroupedByPeriod)(grossProfitBalancesByPeriod, sections['expenses'].sectionBalancesTotalByPeriod);
+        calculatedSections['earningsBeforeInterestAndTax'] = (0, coaBalance_1.getCOABalances)(ebitBalancesByPeriod, filter);
+        const netOtherIncomeBalances = (0, getDifferenceOfBalancesGroupedByPeriod_1.getDifferenceOfBalancesGroupedByPeriod)(sections['otherIncome'].sectionBalancesTotalByPeriod, sections['otherExpenses'].sectionBalancesTotalByPeriod);
+        calculatedSections['netOtherIncome'] = (0, coaBalance_1.getCOABalances)(netOtherIncomeBalances, filter);
+        const netIncomeBalances = (0, getSumOfBalancesGroupedByPeriod_1.getSumOfBalancesByGroupedByPeriod)([
+            ebitBalancesByPeriod,
+            netOtherIncomeBalances,
+        ]);
+        calculatedSections['netIncome'] = (0, coaBalance_1.getCOABalances)(netIncomeBalances, filter);
+    }
+    return {
+        sections,
+        calculatedSections,
+        reportId: profitAndLossProjectViewState.reportId,
+        reportTitle: profitAndLossProjectViewState.reportTitle,
+        firstMonthOfFY: profitAndLossProjectViewState.firstMonthOfFY,
+        dataAvailable: profitAndLossProjectViewState.dataAvailable,
+        bookCloseDate: profitAndLossProjectViewState.bookCloseDate,
+        version: profitAndLossProjectViewState.version,
+        status: profitAndLossProjectViewState.status,
+        fetchState: fetchState.fetchState,
+        error: fetchState.error,
+        filter,
+        uiState: profitAndLossProjectViewState.uiState,
+        projects: (0, projectSelector_1.getProjectsByIds)(projectState, profitAndLossProjectViewState.projectIds),
+        projectsToFilterOut: profitAndLossProjectViewState.uiState.projectsToFilterOut,
+        idsInOrder: exports.profitAndLossProjectIdsInOrder,
+    };
+};
+exports.getProfitAndLossProjectView = getProfitAndLossProjectView;

package/lib/view/profitAndLossProjectView/profitAndLossProjectViewSelectorTypes.d.ts

@@ -0,0 +1,19 @@
+import { SectionProjectViewReport } from '../../entity/sectionProjectView/sectionProjectViewSelectorTypes';
+import { COABalancesFilterProjectView } from '../../commonStateTypes/coaBalance/coaBalancesFilterProjectView';
+import { ID } from '../../commonStateTypes/common';
+import { DataAvailable } from '../../commonStateTypes/dataAvailable';
+import { CalculatedSection } from '../../commonStateTypes/selectorTypes/selectorTypes';
+import { SelectorReport } from '../../commonStateTypes/viewAndReport/viewAndReport';
+import { Project } from '../../entity/project/projectState';
+import { PandLReportViewCalculatedSectionID, PandLReportViewSectionID } from '../profitAndLossClassesView/profitAndLossClassesViewSelectorTypes';
+import { ProfitAndLossProjectViewUIState } from './profitAndLossProjectViewState';
+export interface ProfitAndLossProjectViewReport extends SelectorReport {
+    calculatedSections: Record<PandLReportViewCalculatedSectionID, CalculatedSection>;
+    filter: COABalancesFilterProjectView;
+    idsInOrder: (PandLReportViewSectionID | PandLReportViewCalculatedSectionID)[];
+    projects: Project[];
+    projectsToFilterOut: ID[];
+    sections: Record<PandLReportViewSectionID, SectionProjectViewReport>;
+    uiState: ProfitAndLossProjectViewUIState;
+    dataAvailable?: DataAvailable;
+}

package/lib/view/profitAndLossProjectView/profitAndLossProjectViewSelectorTypes.js

@@ -0,0 +1,2 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });

package/lib/view/profitAndLossProjectView/profitAndLossProjectViewState.d.ts

@@ -0,0 +1,22 @@
+import { Currency } from '../../commonStateTypes/amount';
+import { AccountViewMode, FetchStateAndError, ID } from '../../commonStateTypes/common';
+import { Report } from '../../commonStateTypes/viewAndReport/viewAndReport';
+export interface ProfitAndLossProjectViewUIState {
+    accountViewMode: AccountViewMode;
+    nodeCollapseState: Record<ID, boolean>;
+    projectsToFilterOut: ID[];
+    scrollPosition: {
+        scrollTop: number;
+        scrollLeft?: number;
+    } | undefined;
+}
+export interface ProfitAndLossProjectViewState extends Report {
+    fetchState: {
+        month: FetchStateAndError;
+        quarter: FetchStateAndError;
+        year: FetchStateAndError;
+    };
+    projectIds: ID[];
+    uiState: ProfitAndLossProjectViewUIState;
+    currency?: Currency;
+}

package/lib/view/profitAndLossProjectView/profitAndLossProjectViewState.js

@@ -0,0 +1,2 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });

package/lib/view/reimbursementCard/reimbursementCardSelector.d.ts

@@ -1,6 +1,6 @@
 import { RootState } from '../../reducer';
 export declare const getReimbursementCardReport: (state: RootState) => {
-    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card";
+    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation";
     reportTitle: string;
     version: string | number | undefined;
     fetchState: import("../..").FetchState;

package/lib/view/reportsResync/reportsClassViewRefetchingEpic.d.ts

@@ -4,7 +4,8 @@ import { RootState } from '../../reducer';
 import { fetchNetBurnOrIncomeClassesView } from '../netBurnOrIncomeClassesView/netBurnOrIncomeClassesViewReducer';
 import { fetchOpExClassesView } from '../opExClassesView/opExClassesViewReducer';
 import { fetchProfitAndLossClassesView } from '../profitAndLossClassesView/profitAndLossClassesViewReducer';
+import { fetchProfitAndLossProjectView } from '../profitAndLossProjectView/profitAndLossProjectViewReducer';
 import { fetchRevenueClassesView } from '../revenueClassesView/revenueClassesViewReducer';
 import { initiateReportsClassViewRefetching } from './reportsResyncReducer';
-export type ActionType = ReturnType<typeof initiateReportsClassViewRefetching> | ReturnType<typeof fetchProfitAndLossClassesView> | ReturnType<typeof fetchOpExClassesView> | ReturnType<typeof fetchRevenueClassesView> | ReturnType<typeof fetchNetBurnOrIncomeClassesView>;
+export type ActionType = ReturnType<typeof initiateReportsClassViewRefetching> | ReturnType<typeof fetchProfitAndLossClassesView> | ReturnType<typeof fetchOpExClassesView> | ReturnType<typeof fetchRevenueClassesView> | ReturnType<typeof fetchNetBurnOrIncomeClassesView> | ReturnType<typeof fetchProfitAndLossProjectView>;
 export declare const initiateReportsClassViewRefetchingEpic: (actions$: ActionsObservable<ActionType>, _: StateObservable<RootState>) => Observable<ActionType>;

package/lib/view/reportsResync/reportsClassViewRefetchingEpic.js

@@ -6,6 +6,7 @@ const operators_1 = require("rxjs/operators");
 const netBurnOrIncomeClassesViewReducer_1 = require("../netBurnOrIncomeClassesView/netBurnOrIncomeClassesViewReducer");
 const opExClassesViewReducer_1 = require("../opExClassesView/opExClassesViewReducer");
 const profitAndLossClassesViewReducer_1 = require("../profitAndLossClassesView/profitAndLossClassesViewReducer");
+const profitAndLossProjectViewReducer_1 = require("../profitAndLossProjectView/profitAndLossProjectViewReducer");
 const revenueClassesViewReducer_1 = require("../revenueClassesView/revenueClassesViewReducer");
 const reportsResyncReducer_1 = require("./reportsResyncReducer");
 const initiateReportsClassViewRefetchingEpic = (actions$, 
@@ -26,6 +27,9 @@ _) => actions$.pipe((0, operators_1.filter)(reportsResyncReducer_1.initiateRepor
         case 'net_burn_or_income_by_classes':
             actions.push((0, netBurnOrIncomeClassesViewReducer_1.fetchNetBurnOrIncomeClassesView)(true));
             break;
+        case 'profit_and_loss_by_projects':
+            actions.push((0, profitAndLossProjectViewReducer_1.fetchProfitAndLossProjectView)(true));
+            break;
         default:
             break;
     }

package/lib/view/reportsResync/reportsResyncReducer.d.ts

@@ -2,8 +2,8 @@ import { ReportID } from '../../commonStateTypes/viewAndReport/viewAndReport';
 import { ZeniAPIStatus } from '../../responsePayload';
 import { ReportsResyncState } from './reportsResyncState';
 export declare const initialReportsResyncState: ReportsResyncState;
-export declare const initiateReportsResync: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[reportIdToResync: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card"], {
-    reportIdToResync: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card";
+export declare const initiateReportsResync: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[reportIdToResync: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation"], {
+    reportIdToResync: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation";
 }, "initiateReportsResync/initiateReportsResync", never, never>, initiateReportsClassViewRefetching: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     reportIdToResync: ReportID;
 }, "initiateReportsResync/initiateReportsClassViewRefetching">, reportsResyncSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{

package/lib/view/reviewCompanyView/reviewCompanyViewState.d.ts

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

package/lib/view/scheduleView/scheduleListView/scheduleListTypes.d.ts

@@ -7,7 +7,7 @@ export declare const getScheduleListKey: (selectedCategory: ID, selectedTimefram
 export type ScheduleListKey = ReturnType<typeof getScheduleListKey>;
 export declare const toScheduleSubTabType: (v: string) => "completed" | "new" | "ongoing" | "all";
 export type ScheduleSubTabType = ReturnType<typeof toScheduleSubTabType>;
-declare const toScheduleSortKeyType: (v: string) => "months" | "amount" | "vendor" | "status" | "user" | "createTime" | "class" | "memo" | "balanceAsOfToday" | "transactionDate" | "transactionType" | "assetId" | "accruedExpenseCategory" | "scheduleCategory" | "expenseCategory" | "accumulatedDepreciationCategory" | "startMonth" | "endMonth";
+declare const toScheduleSortKeyType: (v: string) => "months" | "amount" | "vendor" | "status" | "user" | "createTime" | "class" | "memo" | "balanceAsOfToday" | "transactionDate" | "transactionType" | "assetId" | "scheduleCategory" | "startMonth" | "accruedExpenseCategory" | "expenseCategory" | "accumulatedDepreciationCategory" | "endMonth";
 export declare type ScheduleListSortKey = ReturnType<typeof toScheduleSortKeyType>;
 export interface DownloadJEScheduleTabOptions {
     categoryId: ID;

package/lib/view/spendManagement/autotransferRules/autoTransferRulesPayload.d.ts

@@ -0,0 +1,75 @@
+import { Amount } from '../../../commonStateTypes/amount';
+import { ZeniAPIResponse } from '../../../responsePayload';
+import { ZeniDate } from '../../../zeniDayJS';
+import { FundingAccount } from '../commonSetup/setupViewSelector';
+import { TreasuryAccount } from '../treasury/treasuryTransferMoney/treasuryTransferMoneyState';
+import { AutoTransferRule } from './autoTransferRulesState';
+export type AutoTransferRuleType = 'minimum_balance' | 'recurring' | 'percentage_of_balance';
+export type AutoTransferRuleFrequency = 'daily' | 'weekly' | 'monthly';
+export interface DestinationBankAccountMetadataPayload {
+    account_id: string;
+    account_type: string;
+    percentage: number;
+}
+export interface AutoTransferRulePayload {
+    amount: number;
+    auto_transfer_rule_id: string;
+    create_time: string;
+    created_by_user_id: string;
+    currency_code: string;
+    currency_symbol: string;
+    destination_bank_account_id: string | null;
+    destination_bank_account_metadata: DestinationBankAccountMetadataPayload[] | null;
+    destination_bank_account_type: string;
+    frequency: AutoTransferRuleFrequency;
+    is_active: boolean;
+    is_deleted: boolean;
+    last_run_time: string | null;
+    last_run_transaction_metadata: unknown | null;
+    next_transfer_date: string;
+    rule_type: AutoTransferRuleType;
+    source_bank_account_id: string;
+    source_bank_account_type: string;
+    update_time: string;
+}
+interface AutoTransferRulesPayload {
+    auto_transfer_rules: AutoTransferRulePayload[];
+}
+export type FetchAutoTransferRulesResponse = ZeniAPIResponse<AutoTransferRulesPayload>;
+export interface AutoTransferRuleRequestBody {
+    amount?: number;
+    currency_code?: string;
+    currency_symbol?: string;
+    destination_bank_account_id?: string;
+    destination_bank_account_metadata?: DestinationBankAccountMetadataPayload[];
+    destination_bank_account_type?: string;
+    first_transfer_date?: string;
+    frequency?: AutoTransferRuleFrequency;
+    is_active?: boolean;
+    next_transfer_date?: string;
+    rule_type?: AutoTransferRuleType;
+    source_bank_account_id?: string;
+    source_bank_account_type?: string;
+}
+export interface AutoTransferRuleLocalData {
+    amount?: Amount;
+    destinationAccount?: FundingAccount | TreasuryAccount;
+    destinationAccountWithPercentAllocation?: {
+        account: FundingAccount | TreasuryAccount;
+        percentage: number;
+    }[];
+    firstTransferDate?: ZeniDate;
+    frequency?: AutoTransferRuleFrequency;
+    ruleType?: AutoTransferRuleType;
+    sourceAccount?: FundingAccount | TreasuryAccount;
+}
+interface CreateAutoTransferRulesPayload {
+    auto_transfer_rule: AutoTransferRulePayload;
+}
+export type CreateAutoTransferRulesResponse = ZeniAPIResponse<CreateAutoTransferRulesPayload>;
+interface DeleteAutoTransferRulePayload {
+    message: string;
+}
+export type DeleteAutoTransferRuleResponse = ZeniAPIResponse<DeleteAutoTransferRulePayload>;
+export declare const mapPayloadToAutoTransferRule: (payload: AutoTransferRulePayload) => AutoTransferRule;
+export {};

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

@@ -0,0 +1,30 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.mapPayloadToAutoTransferRule = void 0;
+const zeniDayJS_1 = require("../../../zeniDayJS");
+const mapPayloadToAutoTransferRule = (payload) => ({
+    amount: payload.amount,
+    autoTransferRuleId: payload.auto_transfer_rule_id,
+    createTime: payload.create_time != null ? (0, zeniDayJS_1.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
+        ? (0, zeniDayJS_1.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 ? (0, zeniDayJS_1.date)(payload.update_time) : undefined,
+});
+exports.mapPayloadToAutoTransferRule = mapPayloadToAutoTransferRule;

package/lib/view/spendManagement/autotransferRules/autoTransferRulesReducer.d.ts

@@ -0,0 +1,50 @@
+import { FetchState, ID } from '../../../commonStateTypes/common';
+import { ZeniAPIStatus } from '../../../responsePayload';
+import { HistoricEventPayload } from '../commonHistoryView/commonHistoryPayload';
+import { ReviewTransferMoneyPayload } from '../zeniAccounts/transferDetail/transferDetailPayload';
+import { AutoTransferRuleLocalData } from './autoTransferRulesPayload';
+import { AutoTransferRule, AutoTransferRulesState } from './autoTransferRulesState';
+export declare const initialState: AutoTransferRulesState;
+export declare const fetchAutoTransferRules: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[cacheOverride?: any], {
+    cacheOverride: any;
+}, "autotransferRules/fetchAutoTransferRules", never, never>, updateAutoTransferRules: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    rules: AutoTransferRule[];
+}, "autotransferRules/updateAutoTransferRules">, updateAutoTransferRulesFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    fetchState: FetchState;
+    error?: ZeniAPIStatus;
+}, "autotransferRules/updateAutoTransferRulesFailure">, fetchAutoTransferReviewDetail: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"autotransferRules/fetchAutoTransferReviewDetail">, updateAutoTransferReviewDetail: import("@reduxjs/toolkit").ActionCreatorWithPayload<ReviewTransferMoneyPayload, "autotransferRules/updateAutoTransferReviewDetail">, updateAutoTransferReviewDetailFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "autotransferRules/updateAutoTransferReviewDetailFailure">, clearAutoTransferReviewDetail: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"autotransferRules/clearAutoTransferReviewDetail">, createAutoTransferRule: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"autotransferRules/createAutoTransferRule">, createAutoTransferRuleSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    rule: AutoTransferRule;
+}, "autotransferRules/createAutoTransferRuleSuccess">, createAutoTransferRuleFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    fetchState: FetchState;
+    error?: ZeniAPIStatus;
+}, "autotransferRules/createAutoTransferRuleFailure">, updateAutoTransferRule: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[ruleId: string, pauseRule?: boolean | undefined, resumeRule?: boolean | undefined], {
+    ruleId: string;
+    pauseRule: boolean | undefined;
+    resumeRule: boolean | undefined;
+}, "autotransferRules/updateAutoTransferRule", never, never>, updateAutoTransferRuleSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    rule: AutoTransferRule;
+}, "autotransferRules/updateAutoTransferRuleSuccess">, updateAutoTransferRuleFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    fetchState: FetchState;
+    ruleId: ID;
+    error?: ZeniAPIStatus;
+}, "autotransferRules/updateAutoTransferRuleFailure">, deleteAutoTransferRule: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[ruleId: string], {
+    ruleId: string;
+}, "autotransferRules/deleteAutoTransferRule", never, never>, deleteAutoTransferRuleSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    ruleId: ID;
+}, "autotransferRules/deleteAutoTransferRuleSuccess">, deleteAutoTransferRuleFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    fetchState: FetchState;
+    ruleId: ID;
+    error?: ZeniAPIStatus;
+}, "autotransferRules/deleteAutoTransferRuleFailure">, fetchAutoTransferRuleHistory: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[ruleId: string, cacheOverride?: any], {
+    ruleId: string;
+    cacheOverride: any;
+}, "autotransferRules/fetchAutoTransferRuleHistory", never, never>, updateAutoTransferRuleHistory: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    historicEventsPayload: HistoricEventPayload[];
+    ruleId: ID;
+}, "autotransferRules/updateAutoTransferRuleHistory">, updateAutoTransferRuleHistoryFetchStatus: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    fetchState: FetchState;
+    ruleId: ID;
+    error?: ZeniAPIStatus;
+}, "autotransferRules/updateAutoTransferRuleHistoryFetchStatus">, updateRuleLocalData: import("@reduxjs/toolkit").ActionCreatorWithPayload<AutoTransferRuleLocalData, "autotransferRules/updateRuleLocalData">, clearRuleUpdateLocalData: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"autotransferRules/clearRuleUpdateLocalData">, clearAutoTransferRules: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"autotransferRules/clearAutoTransferRules">;
+declare const _default: import("redux").Reducer<AutoTransferRulesState>;
+export default _default;