@zeniai/client-epic-state 4.20.3-betaSS12 → 4.20.3-betaSS14

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

@@ -1,14 +1,14 @@
 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 { getIsAccountingClassesEnabled, getCurrentTenant, } from '../../../entity/tenant/tenantSelector';
 import { getTransactionWithCOT } from '../../../entity/transaction/transactionHelper';
 import { getSupportedTransactionsByIds } from '../../../entity/transaction/transactionSelector';
 import { getAccountList, getNestedAccountListHierarchy, getUncategorizedAccounts, } from '../../accountList/accountListSelector';
 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 +41,20 @@ export function getExpenseAutomationTransactionView(state) {
         .filter((transaction) => transaction != null);
     const transactions = getSupportedTransactionsByIds(transactionState, transactionIds);
     const transactionsWithCOT = transactions.map((transaction) => getTransactionWithCOT(transaction));
-    const fetchStatus = reduceAllFetchState([
+    const monthEndFetchState = monthYearPeriodId != null
+        ? (monthEndCloseChecksViewState.monthEndCloseChecksViewByTenantId[currentTenant.tenantId]?.[monthYearPeriodId] ?? { fetchState: 'Not-Started', error: undefined })
+        : { fetchState: 'Not-Started', error: undefined };
+    const isAccountingClassesEnabled = getIsAccountingClassesEnabled(state);
+    const allFetchStateList = [
         accountList,
-        classList,
         expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab],
+    ];
+    if (isAccountingClassesEnabled) {
+        allFetchStateList.push(classList);
+    }
+    const fetchStatus = reduceAnyFetchState([
+        reduceAllFetchState(allFetchStateList),
+        monthEndFetchState,
     ]);
     const totalCountByReview = expenseAutomationTransactionsViewState.transactionCategorizationView.review
         .uiState.totalCount;

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

@@ -1 +1,24 @@
-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);
+const JE_SCHEDULE_MAIN_TABS = [
+    'pending_review',
+    'ongoing',
+    'completed',
+];
+export const toJEScheduleMainTab = (v) => stringToUnion(v, JE_SCHEDULE_MAIN_TABS);

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

@@ -9,8 +9,10 @@ import { extractThisPeriod } from '../../commonStateTypes/viewAndReport/thisPeri
 import { getBalanceSheet } from '../balanceSheet/balanceSheetSelector';
 import { getCashFlow } from '../cashFlow/cashFlowSelector';
 import { getProfitAndLossReport, } from '../profitAndLoss/profitAndLossSelector';
+import { newBalancesFilterProjectView } from '../../commonStateTypes/coaBalance/coaBalancesFilterProjectView';
 import { getProfitAndLossClassesHorizontalView } from '../profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector';
 import { getProfitAndLossClassesView } from '../profitAndLossClassesView/profitAndLossClassesViewSelector';
+import { getProfitAndLossProjectView } from '../profitAndLossProjectView/profitAndLossProjectViewSelector';
 function getDateRangeForFinanceReports(profitAndLossState, balanceSheetState, cashFlowState) {
     const datesSorted = [
         profitAndLossState.dataAvailable?.startDate,
@@ -35,7 +37,7 @@ function getFirstMonthOfFY(profitAndLossState, balanceSheetState, cashFlowState)
         cashFlowState.firstMonthOfFY ??
         1);
 }
-export const getFinanceStatement = createSelector((state) => state.accountState, (state) => state.accountGroupState, (state) => state.classState, (state) => state.sectionClassesViewStateV2, (state) => state.profitAndLossState, (state) => state.profitAndLossClassesViewState, (state) => state.balanceSheetState, (state) => state.cashFlowState, (state) => state.financeStatementState, (state) => state.sectionAccountsViewState, (state) => state.forecastState, (accountState, accountGroupState, classState, sectionsState, profitAndLossState, profitAndLossClassesViewState, balanceSheetState, cashFlowState, financeStatementState, sectionAccountsViewState, forecastState) => {
+export const getFinanceStatement = createSelector((state) => state.accountState, (state) => state.accountGroupState, (state) => state.classState, (state) => state.sectionClassesViewStateV2, (state) => state.profitAndLossState, (state) => state.profitAndLossClassesViewState, (state) => state.projectState, (state) => state.sectionProjectViewState, (state) => state.profitAndLossProjectViewState, (state) => state.balanceSheetState, (state) => state.cashFlowState, (state) => state.financeStatementState, (state) => state.sectionAccountsViewState, (state) => state.forecastState, (accountState, accountGroupState, classState, sectionsState, profitAndLossState, profitAndLossClassesViewState, projectState, sectionProjectViewState, profitAndLossProjectViewState, balanceSheetState, cashFlowState, financeStatementState, sectionAccountsViewState, forecastState) => {
     // to get min and max dates across three reports
     let allTimeframeTicks = [];
     let balancesInTimeframe = [];
@@ -69,6 +71,8 @@ export const getFinanceStatement = createSelector((state) => state.accountState,
     const profitAndLossReport = getProfitAndLossReport(filter, undefined, accountState, accountGroupState, sectionAccountsViewState, profitAndLossState, forecastState);
     const classFilter = newBalancesFilterClassesView(filter.firstMonthOfFY, filter.timeframe, filter.balancesRange.numberOfPeriods, filter.balancesRange.thisPeriod, filter.balancesRange.orderBy, filter.additionalBalances, profitAndLossClassesViewState.uiState.classesToFilterOut);
     const profitAndLossByClassReport = getProfitAndLossClassesView(classFilter, accountState, classState, sectionsState, profitAndLossClassesViewState);
+    const projectFilter = newBalancesFilterProjectView(filter.firstMonthOfFY, filter.timeframe, filter.balancesRange.numberOfPeriods, filter.balancesRange.thisPeriod, filter.balancesRange.orderBy, filter.additionalBalances, profitAndLossProjectViewState.uiState.projectsToFilterOut);
+    const profitAndLossByProjectReport = getProfitAndLossProjectView(projectFilter, accountState, projectState, sectionProjectViewState, profitAndLossProjectViewState);
     const profitAndLossByClassHorizontalReport = getProfitAndLossClassesHorizontalView(classFilter, accountState, classState, sectionsState, profitAndLossClassesViewState, profitAndLossClassesViewState.uiState.classViewLayout === 'horizontal'
         ? thisPeriod
         : undefined);
@@ -89,6 +93,12 @@ export const getFinanceStatement = createSelector((state) => state.accountState,
                 error: profitAndLossReport.error,
             };
             break;
+        case 'profit_and_loss_by_projects':
+            selectedReportAndTimeframeFetchState = {
+                fetchState: profitAndLossByProjectReport.fetchState,
+                error: profitAndLossByProjectReport.error,
+            };
+            break;
         case 'balance_sheet':
             selectedReportAndTimeframeFetchState = {
                 fetchState: balanceSheetReport.fetchState,
@@ -119,6 +129,7 @@ export const getFinanceStatement = createSelector((state) => state.accountState,
         dataAvailable,
         profitAndLossReport,
         profitAndLossByClassReport,
+        profitAndLossByProjectReport,
         profitAndLossByClassHorizontalReport,
         balanceSheetReport,
         cashFlowReport,

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

@@ -3,6 +3,7 @@ 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';
@@ -317,6 +318,7 @@ function buildHeaderBalances(classColumns, timeframe, selectedPeriod, currency)
         startDate,
         type: 'default',
         label: col.className,
+        id: col.classId,
     }));
     // Add a "Total" column
     balances.push({
@@ -326,6 +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/profitAndLossProjectView/profitAndLossForTimeframeProjectViewEpic.js

@@ -0,0 +1,47 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { updateProjects } from '../../entity/project/projectReducer';
+import { updateSectionProjectView } from '../../entity/sectionProjectView/sectionProjectViewReducer';
+import { createZeniAPIStatus, isSuccessResponse } from '../../responsePayload';
+import { fetchProfitAndLossForTimeframeProjectView, updateProfitAndLossForTimeframeProjectView, updateProfitAndLossForTimeframeProjectViewFailure, } from './profitAndLossProjectViewReducer';
+export const fetchProfitAndLossForTimeframeProjectViewEpic = (actions$, _, zeniAPI) => actions$.pipe(filter(fetchProfitAndLossForTimeframeProjectView.match), mergeMap((action) => {
+    const getTimeSeriesGroup = (timeframe) => {
+        switch (timeframe) {
+            case 'month':
+                return 'months';
+            case 'quarter':
+                return 'quarters';
+            case 'year':
+                return 'years';
+        }
+    };
+    const queryValue = {
+        is_full_response: action.payload.fetchFullReport,
+        time_series_groups: [getTimeSeriesGroup(action.payload.timeframe)],
+        is_group_by_project: true,
+    };
+    return zeniAPI
+        .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/2.0/reports/profit_and_loss?query=${encodeURIComponent(JSON.stringify(queryValue))}`)
+        .pipe(mergeMap((response) => {
+        if (response.data != null && isSuccessResponse(response)) {
+            const actions = [];
+            const report = response.data.report;
+            const currency = report.currency;
+            actions.push(updateProjects(report.projects));
+            actions.push(updateSectionProjectView(action.payload.timeframe, 'cogs', 'profit_and_loss_by_projects', report.cogs, report.accounts, currency));
+            actions.push(updateSectionProjectView(action.payload.timeframe, 'expenses', 'profit_and_loss_by_projects', report.expenses, report.accounts, currency));
+            actions.push(updateSectionProjectView(action.payload.timeframe, 'income', 'profit_and_loss_by_projects', report.income, report.accounts, currency));
+            actions.push(updateSectionProjectView(action.payload.timeframe, 'otherExpenses', 'profit_and_loss_by_projects', report.other_expenses, report.accounts, currency));
+            actions.push(updateSectionProjectView(action.payload.timeframe, 'otherIncome', 'profit_and_loss_by_projects', report.other_income, report.accounts, currency));
+            actions.push(updateProfitAndLossForTimeframeProjectView({
+                timeframe: action.payload.timeframe,
+                report: response.data,
+            }));
+            return from(actions);
+        }
+        else {
+            return of(updateProfitAndLossForTimeframeProjectViewFailure(response.status, action.payload.timeframe));
+        }
+    }), catchError((error) => of(updateProfitAndLossForTimeframeProjectViewFailure(createZeniAPIStatus('Unexpected Error', 'P&L by Projects REST API call errored out' +
+        JSON.stringify(error)), action.payload.timeframe))));
+}));

package/lib/esm/view/profitAndLossProjectView/profitAndLossProjectViewEpic.js

@@ -0,0 +1,30 @@
+import { from } from 'rxjs';
+import { filter, switchMap } from 'rxjs/operators';
+import { fetchProfitAndLossForTimeframeProjectView, fetchProfitAndLossProjectView, } from './profitAndLossProjectViewReducer';
+export const fetchProfitAndLossProjectViewEpic = (actions$, state) => actions$.pipe(filter(fetchProfitAndLossProjectView.match), switchMap((action) => {
+    const { cacheOverride } = action.payload;
+    if (cacheOverride === true) {
+        return from([
+            fetchProfitAndLossForTimeframeProjectView('month'),
+            fetchProfitAndLossForTimeframeProjectView('quarter'),
+            fetchProfitAndLossForTimeframeProjectView('year'),
+        ]);
+    }
+    else {
+        const fetchActions = [];
+        const projectFetchState = state.value.profitAndLossProjectViewState.fetchState;
+        if (projectFetchState['month'].fetchState !== 'In-Progress' &&
+            projectFetchState['month'].fetchState !== 'Completed') {
+            fetchActions.push(fetchProfitAndLossForTimeframeProjectView('month'));
+        }
+        if (projectFetchState['quarter'].fetchState !== 'In-Progress' &&
+            projectFetchState['quarter'].fetchState !== 'Completed') {
+            fetchActions.push(fetchProfitAndLossForTimeframeProjectView('quarter'));
+        }
+        if (projectFetchState['year'].fetchState !== 'In-Progress' &&
+            projectFetchState['year'].fetchState !== 'Completed') {
+            fetchActions.push(fetchProfitAndLossForTimeframeProjectView('year'));
+        }
+        return from(fetchActions);
+    }
+}));

package/lib/esm/view/profitAndLossProjectView/profitAndLossProjectViewPayload.js

@@ -0,0 +1 @@
+export {};

package/lib/esm/view/profitAndLossProjectView/profitAndLossProjectViewReducer.js

@@ -0,0 +1,113 @@
+import { createSlice } from '@reduxjs/toolkit';
+import { mapReportPayloadV2ToReportV2 } from '../../commonPayloadTypes/v2/viewAndReportPayloadv2';
+export const 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 = createSlice({
+    name: 'profitAndLossProjectView',
+    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, initialState);
+        },
+    },
+});
+export const { fetchProfitAndLossProjectView, fetchProfitAndLossForTimeframeProjectView, updateProfitAndLossForTimeframeProjectView, updateProfitAndLossForTimeframeProjectViewFailure, updateProjectsToFilterOut, updateProfitAndLossProjectViewUIState, updateProjectViewAccountViewMode, resetProfitAndLossProjectNodeCollapseState, clearProfitAndLossProjectView, } = profitAndLossProjectView.actions;
+export default profitAndLossProjectView.reducer;
+const doUpdateProfitAndLossProjectView = (draft, timeframe, pandLReport) => {
+    const report = 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/esm/view/profitAndLossProjectView/profitAndLossProjectViewSelector.js

@@ -0,0 +1,65 @@
+import { getDifferenceOfBalancesGroupedByPeriod } from '../../commonStateTypes/coaBalance/classBalances/getDifferenceOfBalancesGroupedByPeriod';
+import { getSumOfBalancesByGroupedByPeriod } from '../../commonStateTypes/coaBalance/classBalances/getSumOfBalancesGroupedByPeriod';
+import { getCOABalances } from '../../commonStateTypes/coaBalance/coaBalance';
+import { reduceFetchStateParallelTimeframes } from '../../commonStateTypes/reduceFetchState';
+import { getProjectsByIds } from '../../entity/project/projectSelector';
+import { getSectionProjectViewReport } from '../../entity/sectionProjectView/sectionProjectViewSelector';
+import { ALL_PANDL_REPORT_VIEW_SECTION_IDS, } from '../profitAndLossClassesView/profitAndLossClassesViewSelectorTypes';
+export const profitAndLossProjectIdsInOrder = [
+    'income',
+    'cogs',
+    'grossProfit',
+    'expenses',
+    'earningsBeforeInterestAndTax',
+    'otherIncome',
+    'otherExpenses',
+    'netOtherIncome',
+    'netIncome',
+];
+export const getProfitAndLossProjectView = (filter, accountState, projectState, sectionsState, profitAndLossProjectViewState) => {
+    const fetchState = 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') {
+        ALL_PANDL_REPORT_VIEW_SECTION_IDS.forEach((sectionId) => {
+            sections[`${sectionId}`] = getSectionProjectViewReport(accountState, projectState, sectionsState, profitAndLossProjectViewState.projectIds, {
+                reportId,
+                sectionId,
+            }, filter);
+        });
+        const grossProfitBalancesByPeriod = getDifferenceOfBalancesGroupedByPeriod(sections['income'].sectionBalancesTotalByPeriod, sections['cogs'].sectionBalancesTotalByPeriod);
+        calculatedSections['grossProfit'] = getCOABalances(grossProfitBalancesByPeriod, filter);
+        const ebitBalancesByPeriod = getDifferenceOfBalancesGroupedByPeriod(grossProfitBalancesByPeriod, sections['expenses'].sectionBalancesTotalByPeriod);
+        calculatedSections['earningsBeforeInterestAndTax'] = getCOABalances(ebitBalancesByPeriod, filter);
+        const netOtherIncomeBalances = getDifferenceOfBalancesGroupedByPeriod(sections['otherIncome'].sectionBalancesTotalByPeriod, sections['otherExpenses'].sectionBalancesTotalByPeriod);
+        calculatedSections['netOtherIncome'] = getCOABalances(netOtherIncomeBalances, filter);
+        const netIncomeBalances = getSumOfBalancesByGroupedByPeriod([
+            ebitBalancesByPeriod,
+            netOtherIncomeBalances,
+        ]);
+        calculatedSections['netIncome'] = 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: getProjectsByIds(projectState, profitAndLossProjectViewState.projectIds),
+        projectsToFilterOut: profitAndLossProjectViewState.uiState.projectsToFilterOut,
+        idsInOrder: profitAndLossProjectIdsInOrder,
+    };
+};

package/lib/esm/view/profitAndLossProjectView/profitAndLossProjectViewSelectorTypes.js

@@ -0,0 +1 @@
+export {};

package/lib/esm/view/profitAndLossProjectView/profitAndLossProjectViewState.js

@@ -0,0 +1 @@
+export {};

package/lib/esm/view/reportsResync/reportsClassViewRefetchingEpic.js

@@ -3,6 +3,7 @@ import { filter, switchMap } from 'rxjs/operators';
 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 const initiateReportsClassViewRefetchingEpic = (actions$, 
@@ -23,6 +24,9 @@ _) => actions$.pipe(filter(initiateReportsClassViewRefetching.match), switchMap(
         case 'net_burn_or_income_by_classes':
             actions.push(fetchNetBurnOrIncomeClassesView(true));
             break;
+        case 'profit_and_loss_by_projects':
+            actions.push(fetchProfitAndLossProjectView(true));
+            break;
         default:
             break;
     }

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,
+});

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

@@ -0,0 +1,199 @@
+import { createSlice } from '@reduxjs/toolkit';
+import recordGet from 'lodash/get';
+import { initialCommonHistory } from '../commonHistoryView/commonHistory';
+import { toHistoricEvent, } from '../commonHistoryView/commonHistoryPayload';
+import { mapReviewTransferMoneyPayloadToReviewTransferMoney, } from '../zeniAccounts/transferDetail/transferDetailPayload';
+export const initialState = {
+    autoTransferReviewDetail: {
+        reviewTransferMoney: {
+            isShowDailyAchLimitWarning: false,
+            dailyAchDebitLimit: {
+                amount: 0,
+                currencyCode: 'USD',
+                currencySymbol: '$',
+            },
+            transferSchedules: [],
+        },
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
+    historyByRuleId: {},
+    ruleDeleteStatusById: {},
+    ruleUpdateLocalData: {},
+    ruleUpdateStatusById: {},
+    rules: [],
+    fetchState: 'Not-Started',
+    error: undefined,
+    createRuleFetchState: {
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
+    hasValidState() {
+        return this.fetchState === 'Completed';
+    },
+};
+const autotransferRules = createSlice({
+    name: 'autotransferRules',
+    initialState,
+    reducers: {
+        fetchAutoTransferRules: {
+            reducer(draft) {
+                draft.fetchState = 'In-Progress';
+            },
+            prepare(cacheOverride = false) {
+                return {
+                    payload: {
+                        cacheOverride,
+                    },
+                };
+            },
+        },
+        updateAutoTransferRules(draft, action) {
+            draft.rules = action.payload.rules;
+            draft.fetchState = 'Completed';
+            draft.error = undefined;
+        },
+        updateAutoTransferRulesFailure(draft, action) {
+            draft.fetchState = action.payload.fetchState;
+            draft.error = action.payload.error;
+        },
+        updateRuleLocalData(draft, action) {
+            draft.ruleUpdateLocalData = {
+                ...draft.ruleUpdateLocalData,
+                ...action.payload,
+            };
+        },
+        clearRuleUpdateLocalData(draft) {
+            draft.ruleUpdateLocalData = {};
+        },
+        fetchAutoTransferReviewDetail(draft) {
+            draft.autoTransferReviewDetail.fetchState = 'In-Progress';
+            draft.autoTransferReviewDetail.error = undefined;
+        },
+        updateAutoTransferReviewDetail(draft, action) {
+            draft.autoTransferReviewDetail.fetchState = 'Completed';
+            draft.autoTransferReviewDetail.error = undefined;
+            draft.autoTransferReviewDetail.reviewTransferMoney =
+                mapReviewTransferMoneyPayloadToReviewTransferMoney(action.payload);
+        },
+        updateAutoTransferReviewDetailFailure(draft, action) {
+            draft.autoTransferReviewDetail.fetchState = 'Error';
+            draft.autoTransferReviewDetail.error = action.payload;
+        },
+        clearAutoTransferReviewDetail(draft) {
+            draft.autoTransferReviewDetail = initialState.autoTransferReviewDetail;
+        },
+        createAutoTransferRule(draft) {
+            draft.createRuleFetchState = {
+                fetchState: 'In-Progress',
+                error: undefined,
+            };
+        },
+        createAutoTransferRuleSuccess(draft, action) {
+            draft.rules = [...draft.rules, action.payload.rule];
+            draft.createRuleFetchState = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        createAutoTransferRuleFailure(draft, action) {
+            draft.createRuleFetchState = {
+                fetchState: action.payload.fetchState,
+                error: action.payload.error,
+            };
+        },
+        updateAutoTransferRule: {
+            reducer(draft, action) {
+                draft.ruleUpdateStatusById[action.payload.ruleId] = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(ruleId, pauseRule, resumeRule) {
+                return { payload: { ruleId, pauseRule, resumeRule } };
+            },
+        },
+        updateAutoTransferRuleSuccess(draft, action) {
+            const updatedRule = action.payload.rule;
+            draft.rules = draft.rules.map((rule) => rule.autoTransferRuleId === updatedRule.autoTransferRuleId
+                ? updatedRule
+                : rule);
+            draft.ruleUpdateStatusById[updatedRule.autoTransferRuleId] = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        updateAutoTransferRuleFailure(draft, action) {
+            draft.ruleUpdateStatusById[action.payload.ruleId] = {
+                fetchState: action.payload.fetchState,
+                error: action.payload.error,
+            };
+        },
+        deleteAutoTransferRule: {
+            reducer(draft, action) {
+                draft.ruleDeleteStatusById[action.payload.ruleId] = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(ruleId) {
+                return { payload: { ruleId } };
+            },
+        },
+        deleteAutoTransferRuleSuccess(draft, action) {
+            const { ruleId } = action.payload;
+            draft.rules = draft.rules.filter((rule) => rule.autoTransferRuleId !== ruleId);
+            draft.ruleDeleteStatusById[ruleId] = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        deleteAutoTransferRuleFailure(draft, action) {
+            draft.ruleDeleteStatusById[action.payload.ruleId] = {
+                fetchState: action.payload.fetchState,
+                error: action.payload.error,
+            };
+        },
+        fetchAutoTransferRuleHistory: {
+            reducer(draft, action) {
+                const { ruleId, cacheOverride } = action.payload;
+                const detail = recordGet(draft.historyByRuleId, ruleId, undefined);
+                if (cacheOverride === true ||
+                    detail == null ||
+                    detail.fetchState !== 'In-Progress') {
+                    draft.historyByRuleId[ruleId] = {
+                        ...initialCommonHistory,
+                    };
+                }
+            },
+            prepare(ruleId, cacheOverride = true) {
+                return {
+                    payload: { ruleId, cacheOverride },
+                };
+            },
+        },
+        updateAutoTransferRuleHistory(draft, action) {
+            const { ruleId, historicEventsPayload } = action.payload;
+            const historicEvents = historicEventsPayload.map((historicEventPayload) => toHistoricEvent(historicEventPayload));
+            draft.historyByRuleId[ruleId] = {
+                ...initialCommonHistory,
+                fetchState: 'Completed',
+                error: undefined,
+                historicEvents,
+            };
+        },
+        updateAutoTransferRuleHistoryFetchStatus(draft, action) {
+            const { ruleId, fetchState, error } = action.payload;
+            const detail = recordGet(draft.historyByRuleId, ruleId, undefined);
+            if (detail != null) {
+                detail.fetchState = fetchState;
+                detail.error = error;
+            }
+        },
+        clearAutoTransferRules(draft) {
+            Object.assign(draft, initialState);
+        },
+    },
+});
+export const { fetchAutoTransferRules, updateAutoTransferRules, updateAutoTransferRulesFailure, fetchAutoTransferReviewDetail, updateAutoTransferReviewDetail, updateAutoTransferReviewDetailFailure, clearAutoTransferReviewDetail, createAutoTransferRule, createAutoTransferRuleSuccess, createAutoTransferRuleFailure, updateAutoTransferRule, updateAutoTransferRuleSuccess, updateAutoTransferRuleFailure, deleteAutoTransferRule, deleteAutoTransferRuleSuccess, deleteAutoTransferRuleFailure, fetchAutoTransferRuleHistory, updateAutoTransferRuleHistory, updateAutoTransferRuleHistoryFetchStatus, updateRuleLocalData, clearRuleUpdateLocalData, clearAutoTransferRules, } = autotransferRules.actions;
+export default autotransferRules.reducer;