@zeniai/client-epic-state 5.0.47 → 5.0.48-betaRD1

package/lib/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic.d.ts

@@ -4,6 +4,7 @@ import { RootState } from '../../../../reducer';
 import { fetchAccountList } from '../../../accountList/accountListReducer';
 import { fetchClassList } from '../../../classList/classListReducer';
 import { fetchOwnerList } from '../../../ownerList/ownerListReducer';
+import { fetchProjectList } from '../../../projectList/projectListReducer';
 import { fetchTransactionCategorization, fetchTransactionCategorizationView } from '../../reducers/transactionsViewReducer';
-export type ActionType = ReturnType<typeof fetchTransactionCategorizationView> | ReturnType<typeof fetchTransactionCategorization> | ReturnType<typeof fetchAccountList> | ReturnType<typeof fetchClassList> | ReturnType<typeof fetchOwnerList>;
+export type ActionType = ReturnType<typeof fetchTransactionCategorizationView> | ReturnType<typeof fetchTransactionCategorization> | ReturnType<typeof fetchAccountList> | ReturnType<typeof fetchClassList> | ReturnType<typeof fetchOwnerList> | ReturnType<typeof fetchProjectList>;
 export declare const fetchTransactionCategorizationViewEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => Observable<ActionType>;

package/lib/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic.js

@@ -7,6 +7,7 @@ const timePeriod_1 = require("../../../../commonStateTypes/timePeriod");
 const accountListReducer_1 = require("../../../accountList/accountListReducer");
 const classListReducer_1 = require("../../../classList/classListReducer");
 const ownerListReducer_1 = require("../../../ownerList/ownerListReducer");
+const projectListReducer_1 = require("../../../projectList/projectListReducer");
 const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
 const fetchTransactionCategorizationViewEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(transactionsViewReducer_1.fetchTransactionCategorizationView.match), (0, operators_1.mergeMap)((action) => {
     const { selectedTab, cacheOverride, keepExistingListItems, pageToken, period, refreshViewInBackground, searchString, resetListItems, isUncategorizedExpenseCategoryEnabled, } = action.payload;
@@ -29,6 +30,11 @@ const fetchTransactionCategorizationViewEpic = (actions$, state$) => actions$.pi
         classList.fetchState === 'Not-Started') {
         updateActions.push((0, classListReducer_1.fetchClassList)());
     }
+    const projectList = state$.value.projectListState;
+    if (projectList.hasValidState() === false &&
+        projectList.fetchState === 'Not-Started') {
+        updateActions.push((0, projectListReducer_1.fetchProjectList)());
+    }
     const vendorOwnerList = state$.value.ownerListState;
     if (vendorOwnerList.hasValidState() === false &&
         vendorOwnerList.fetchState === 'Not-Started') {

package/lib/view/expenseAutomationView/epics/transactionCategorization/updateTransactionCategorizationEpic.js

@@ -117,6 +117,9 @@ const toTransactionUpdatePayload = (updates, detail, transactionId, cotTrackingB
                 if (lineUpdates.class != null) {
                     lineToBeUpdated.class = lineUpdates.class;
                 }
+                if (lineUpdates.project != null) {
+                    lineToBeUpdated.project = lineUpdates.project;
+                }
                 if (lineUpdates.account != null) {
                     lineToBeUpdated.account = lineUpdates.account;
                 }

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

@@ -2,6 +2,7 @@ import { ID } from '../../../commonStateTypes/common';
 import { AccountBase } from '../../../entity/account/accountState';
 import { UncategorizedAccountTypes } from '../../../entity/account/accountState';
 import { ClassBase } from '../../../entity/class/classState';
+import { ProjectBase } from '../../../entity/project/projectState';
 import { Entity } from '../../../entity/genericEntity/entity';
 import { RecommendationWithCOTByLineId } from '../../../entity/transaction/stateTypes/transaction';
 import { SupportedTransactionPayload, SupportedTransactionWithCOT } from '../../../entity/transaction/transactionState';
@@ -27,7 +28,7 @@ export declare const removeTransactionFromTabView: (tabView: TransactionsTabView
 export declare const filterAutoTabLineItems: (tabView: TransactionsTabViewState, transactionId: ID, updatedTransaction: SupportedTransactionWithCOT) => void;
 export declare const MAX_SELECTION_LIMIT = 5;
 export declare const toTransactionDetailLocalData: (transaction: SupportedTransactionWithCOT, selectedTab: TransactionsTab, lineItemsByTransactionIds: string[], uncategorizedIncomeExpense: UncategorizedAccounts, isUncategorizedExpenseCategoryEnabled?: boolean) => TransactionReviewLocalData;
-export declare const toSetAllLineItemsToCategoryClass: (draft: TransactionsTabViewState, transaction: SupportedTransactionWithCOT, transactionId: ID, transactionLineId: ID, transactionDetailLocalData: TransactionReviewLocalData, updatedItem: "category" | "class", uncategorizedAccounts: UncategorizedAccounts, selectedTab: TransactionsTab, vendorId?: ID, customerId?: ID, selectedAccount?: AccountBase, selectedClassBase?: ClassBase, isUncategorizedExpenseCategoryEnabled?: boolean, isAccountingClassesEnabled?: boolean) => {
+export declare const toSetAllLineItemsToCategoryClass: (draft: TransactionsTabViewState, transaction: SupportedTransactionWithCOT, transactionId: ID, transactionLineId: ID, transactionDetailLocalData: TransactionReviewLocalData, updatedItem: "category" | "class" | "project", uncategorizedAccounts: UncategorizedAccounts, selectedTab: TransactionsTab, vendorId?: ID, customerId?: ID, selectedAccount?: AccountBase, selectedClassBase?: ClassBase, selectedProject?: ProjectBase, isUncategorizedExpenseCategoryEnabled?: boolean, isAccountingClassesEnabled?: boolean) => {
     localData: TransactionReviewLocalData;
     similarTransactionUpdated: boolean;
 };

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

@@ -190,6 +190,7 @@ const buildLineItemById = (transaction, uncategorizedIncomeExpense, recommendati
             const lineId = line.id;
             record.account = accountLine.account;
             record.class = accountLine.class;
+            record.project = accountLine.project;
             record.vendor =
                 accountLine.vendor != null
                     ? {
@@ -312,7 +313,7 @@ const buildLineItemById = (transaction, uncategorizedIncomeExpense, recommendati
     });
     return lineItemData;
 };
-const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, transactionLineId, transactionDetailLocalData, updatedItem, uncategorizedAccounts, selectedTab, vendorId, customerId, selectedAccount, selectedClassBase, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) => {
+const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, transactionLineId, transactionDetailLocalData, updatedItem, uncategorizedAccounts, selectedTab, vendorId, customerId, selectedAccount, selectedClassBase, selectedProject, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) => {
     let newLineItems = {};
     let selectedCheckBoxTransactionIds = draft.selectedCheckBoxTransactionIds;
     let similarTransactionUpdated = false;
@@ -332,7 +333,7 @@ const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, tra
                     const record = {
                         ...transactionDetailLocalData.lineItemById[lineId],
                     };
-                    // if the line is the one that is being updated, then set the account and class
+                    // if the line is the one that is being updated, then set the account, class, and project
                     if (transactionId === record.transactionId &&
                         transactionLineId === lineId) {
                         if (selectedAccount != null) {
@@ -341,6 +342,9 @@ const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, tra
                         if (selectedClassBase != null) {
                             record.class = selectedClassBase;
                         }
+                        if (selectedProject != null) {
+                            record.project = selectedProject;
+                        }
                         const isClassSatisfied = isAccountingClassesEnabled === false || record.class != null;
                         if (isClassSatisfied && record.account != null) {
                             if (selectedCheckBoxTransactionIds.length < exports.MAX_SELECTION_LIMIT &&
@@ -392,6 +396,18 @@ const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, tra
                                     selectedCheckBoxTransactionIds.push(transaction.id);
                                 }
                             }
+                            if (selectedProject != null &&
+                                updatedItem === 'project' &&
+                                record.project?.projectId == null) {
+                                record.project = selectedProject;
+                                similarTransactionUpdated = true;
+                                if (record.account != null &&
+                                    selectedCheckBoxTransactionIds.length < exports.MAX_SELECTION_LIMIT &&
+                                    selectedCheckBoxTransactionIds.includes(transaction.id) ===
+                                        false) {
+                                    selectedCheckBoxTransactionIds.push(transaction.id);
+                                }
+                            }
                         }
                     }
                     if (line.type === 'transaction_with_product_or_service_line') {
@@ -522,6 +538,7 @@ const setEntityRecommendationForLineIdInLocalData = (draft, transaction, transac
             ...newLineItem,
             class: matchingRecord.class,
             account: matchingRecord.account,
+            project: matchingRecord.project,
             lineEntity: matchingRecord.lineEntity,
         };
     }

package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts

@@ -4,6 +4,7 @@ import { MonthYearPeriod, TimePeriod } from '../../../commonStateTypes/timePerio
 import { PageToken } from '../../../commonStateTypes/viewAndReport/viewAndReport';
 import { AccountBase } from '../../../entity/account/accountState';
 import { ClassBase } from '../../../entity/class/classState';
+import { ProjectBase } from '../../../entity/project/projectState';
 import { CustomerBase } from '../../../entity/customer/customerState';
 import { Entity } from '../../../entity/genericEntity/entity';
 import { RecommendationWithCOTByLineId, TransactionID } from '../../../entity/transaction/stateTypes/transaction';
@@ -100,7 +101,7 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
     isUncategorizedExpenseCategoryEnabled?: boolean;
     selectedEntity?: Entity;
     updatedCustomer?: CustomerBase;
-}, "expenseAutomationTransactionsView/updateSelectedCustomerForTransaction">, setAllItemsToCategoryClassInLocalDataForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: string, lineId: string, transactions: SupportedTransactionWithCOT[], uncategorizedAccounts: UncategorizedAccounts, vendorId?: string | undefined, customerId?: string | undefined, selectedAccount?: AccountBase | undefined, selectedClassBase?: ClassBase | undefined, lineEntity?: Entity | undefined, recommendations?: RecommendationWithCOT[] | undefined, isUncategorizedExpenseCategoryEnabled?: boolean | undefined, isAccountingClassesEnabled?: boolean | undefined], {
+}, "expenseAutomationTransactionsView/updateSelectedCustomerForTransaction">, setAllItemsToCategoryClassInLocalDataForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: string, lineId: string, transactions: SupportedTransactionWithCOT[], uncategorizedAccounts: UncategorizedAccounts, vendorId?: string | undefined, customerId?: string | undefined, selectedAccount?: AccountBase | undefined, selectedClassBase?: ClassBase | undefined, selectedProject?: ProjectBase | undefined, lineEntity?: Entity | undefined, recommendations?: RecommendationWithCOT[] | undefined, isUncategorizedExpenseCategoryEnabled?: boolean | undefined, isAccountingClassesEnabled?: boolean | undefined], {
     selectedTab: "review" | "autoCategorized";
     transactionId: string;
     lineId: string;
@@ -110,6 +111,7 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
     lineEntity: Entity | undefined;
     selectedAccount: AccountBase | undefined;
     selectedClassBase: ClassBase | undefined;
+    selectedProject: ProjectBase | undefined;
     recommendations: RecommendationWithCOT[] | undefined;
     uncategorizedAccounts: UncategorizedAccounts;
     isAccountingClassesEnabled: boolean | undefined;

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

@@ -289,7 +289,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
         },
         setAllItemsToCategoryClassInLocalDataForCategorization: {
             reducer(draft, action) {
-                const { vendorId, customerId, selectedAccount, selectedClassBase, transactions, transactionId, lineId, selectedTab, uncategorizedAccounts, isAccountingClassesEnabled, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+                const { vendorId, customerId, selectedAccount, selectedClassBase, selectedProject, transactions, transactionId, lineId, selectedTab, uncategorizedAccounts, isAccountingClassesEnabled, isUncategorizedExpenseCategoryEnabled, } = action.payload;
                 const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
                     .transactionReviewLocalDataById, transactionId, undefined);
                 const existingAccount = transactionLocalData?.transactionReviewLocalData.lineItemById[lineId]
@@ -303,6 +303,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                                 ...transactionLocalData.transactionReviewLocalData.lineItemById[lineId],
                                 account: selectedAccount,
                                 class: selectedClassBase,
+                                project: selectedProject,
                             },
                         },
                     };
@@ -331,9 +332,16 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                         const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
                             .transactionReviewLocalDataById, transaction.id, undefined);
                         if (transactionLocalData != null) {
-                            const { localData, similarTransactionUpdated } = (0, transactionCategorizationLocalDataHelper_1.toSetAllLineItemsToCategoryClass)(draft.transactionCategorizationView[selectedTab], transaction, transactionId, lineId, transactionLocalData.transactionReviewLocalData, existingAccount?.accountId !== selectedAccount?.accountId
+                            const existingClassId = transactionLocalData.transactionReviewLocalData.lineItemById[lineId]?.class?.classId;
+                            const existingProjectId = transactionLocalData.transactionReviewLocalData.lineItemById[lineId]?.project?.projectId;
+                            const updatedItem = existingAccount?.accountId !== selectedAccount?.accountId
                                 ? 'category'
-                                : 'class', uncategorizedAccounts, selectedTab, vendorId, customerId, selectedAccount, selectedClassBase, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
+                                : existingClassId !== selectedClassBase?.classId
+                                    ? 'class'
+                                    : existingProjectId !== selectedProject?.projectId
+                                        ? 'project'
+                                        : 'class';
+                            const { localData, similarTransactionUpdated } = (0, transactionCategorizationLocalDataHelper_1.toSetAllLineItemsToCategoryClass)(draft.transactionCategorizationView[selectedTab], transaction, transactionId, lineId, transactionLocalData.transactionReviewLocalData, updatedItem, uncategorizedAccounts, selectedTab, vendorId, customerId, selectedAccount, selectedClassBase, selectedProject, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
                             draft.transactionCategorizationView[selectedTab].transactionReviewLocalDataById[transaction.id] = {
                                 transactionId: transaction.id,
                                 transactionReviewLocalData: localData,
@@ -352,7 +360,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     ...dirtyIds,
                 ]);
             },
-            prepare(selectedTab, transactionId, lineId, transactions, uncategorizedAccounts, vendorId, customerId, selectedAccount, selectedClassBase, lineEntity, recommendations, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) {
+            prepare(selectedTab, transactionId, lineId, transactions, uncategorizedAccounts, vendorId, customerId, selectedAccount, selectedClassBase, selectedProject, lineEntity, recommendations, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) {
                 return {
                     payload: {
                         selectedTab,
@@ -364,6 +372,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                         lineEntity,
                         selectedAccount,
                         selectedClassBase,
+                        selectedProject,
                         recommendations,
                         uncategorizedAccounts,
                         isAccountingClassesEnabled,

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

@@ -6,6 +6,7 @@ import { AccountBase } from '../../../entity/account/accountState';
 import { ClassBase } from '../../../entity/class/classState';
 import { SupportedTransactionWithCOT } from '../../../entity/transaction/transactionState';
 import { UncategorizedAccounts } from '../../accountList/accountListSelector';
+import { ProjectListSelectorView } from '../../projectList/projectListSelector';
 import { TransactionReviewLocalData, TransactionsTab, TransactionsViewUIState } from '../types/transactionsViewState';
 export interface TransactionReviewLocalDataSelectorView {
     transactionId: ID;
@@ -18,7 +19,9 @@ export interface ExpenseAutomationTransactionViewSelector extends SelectorView {
     classList: ClassBase[];
     completionStatus: CompletionStatusType;
     fetchStateByTransactionTabs: Record<TransactionsTab, FetchStateAndError>;
+    isAccountingProjectsEnabled: boolean;
     markAsNotMiscategorizedStatus: FetchStateAndError;
+    projectList: ProjectListSelectorView;
     refreshStatus: FetchStateAndError;
     saveStatus: FetchStateAndError;
     selectedCheckBoxTransactionIds: ID[];

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

@@ -12,9 +12,10 @@ const transactionHelper_1 = require("../../../entity/transaction/transactionHelp
 const transactionSelector_1 = require("../../../entity/transaction/transactionSelector");
 const accountListSelector_1 = require("../../accountList/accountListSelector");
 const classListSelector_1 = require("../../classList/classListSelector");
+const projectListSelector_1 = require("../../projectList/projectListSelector");
 const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
 function getExpenseAutomationTransactionView(state) {
-    const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
+    const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, projectState, projectListState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
     const { selectedTransactionCategorizationTab } = expenseAutomationTransactionsViewState;
     const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, uploadReceiptStatusById, selectedTransactionId, selectedTransactionLineId, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
     const uncategorizedIncomeExpense = (0, accountListSelector_1.getUncategorizedAccounts)(accountState, accountListState, 'accountList');
@@ -23,6 +24,8 @@ function getExpenseAutomationTransactionView(state) {
     const allClasses = classList.classes.map((classData) => {
         return (0, omit_1.default)(classData, ['accountIds', 'key']);
     });
+    const projectList = (0, projectListSelector_1.getProjectList)(projectState, projectListState);
+    const isAccountingProjectsEnabled = (0, tenantSelector_1.getIsAccountingProjectsEnabled)(state);
     const accountsHierarchyList = (0, accountListSelector_1.getNestedAccountListHierarchy)(accountListState, 'accountList');
     const classHierarchyList = (0, classListSelector_1.getNestedClassListHierarchy)(classListState);
     const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
@@ -102,6 +105,8 @@ function getExpenseAutomationTransactionView(state) {
         classList: allClasses,
         accountsHierarchyList,
         classHierarchyList,
+        isAccountingProjectsEnabled,
+        projectList,
         transactionLocalData,
         uiState,
         refreshStatus,

package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts

@@ -7,6 +7,7 @@ import { PageToken } from '../../../commonStateTypes/viewAndReport/viewAndReport
 import { AccountBase } from '../../../entity/account/accountState';
 import { ClassBase } from '../../../entity/class/classState';
 import { CustomerBase } from '../../../entity/customer/customerState';
+import { ProjectBase } from '../../../entity/project/projectState';
 import { Entity, EntityType } from '../../../entity/genericEntity/entity';
 import { TransactionID } from '../../../entity/transaction/stateTypes/transaction';
 import { BillableStatus, CategorizationStatusType, PlatformLineDetailType, ProductOrService, TransactionLineBase } from '../../../entity/transaction/stateTypes/transactionLine';
@@ -53,6 +54,7 @@ export interface TransactionCategorizationLineItemData extends TransactionLineBa
     lineTransactionType?: TransactionType;
     postingType?: TransactionCategory;
     postingTypeName?: string;
+    project?: ProjectBase;
     recommendationsWithCOT?: RecommendationWithCOT[];
     reviewPendingReasons?: string[];
     selectedEntityLine?: Entity;
@@ -110,6 +112,7 @@ export interface TransactionLineUpdates {
     class?: ClassBase;
     customer?: CustomerBase;
     lineDescription?: string;
+    project?: ProjectBase;
     recommendation?: Recommendation[];
     vendor?: VendorBase;
 }

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

@@ -1,6 +1,20 @@
-import { ProfitAndLossByClassHorizontalReport } from './profitAndLossClassesByClassHorizontalSelectorTypes';
+import { COABalance } from '../../commonStateTypes/coaBalance/coaBalance';
+import { HorizontalAccountRow, ProfitAndLossByClassHorizontalReport } from './profitAndLossClassesByClassHorizontalSelectorTypes';
 /**
  * Populates `sectionHeaderBalancesSlice`, and per-account `accountReportData`, so the
  * web layer only maps selector output to tree nodes.
  */
 export declare function enrichProfitAndLossByClassHorizontalReport(report: ProfitAndLossByClassHorizontalReport): void;
+/**
+ * Sum balances across descendant accounts (recursive).
+ *
+ * Parent rows in the horizontal pivot only carry their own direct postings
+ * (zero for "container" accounts), so callers rendering "Total {parent}" rows
+ * must aggregate from descendants to get the real per-class totals.
+ *
+ * Returns one `COABalance` per class column + total (same shape as the
+ * enriched `balancesInTimeframe.balances`), with `amount` summed and `type`
+ * set to `default_with_null_balance` for zeros. Returns `[]` when no
+ * descendants have enriched data.
+ */
+export declare function aggregateHorizontalDescendantBalances(accounts: readonly HorizontalAccountRow[], childIndices: readonly number[], childrenByParent: Readonly<Record<number, readonly number[]>>): COABalance[];

package/lib/view/profitAndLossClassesView/profitAndLossHorizontalEnrichment.js

@@ -1,6 +1,7 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.enrichProfitAndLossByClassHorizontalReport = enrichProfitAndLossByClassHorizontalReport;
+exports.aggregateHorizontalDescendantBalances = aggregateHorizontalDescendantBalances;
 const currencyHelper_1 = require("../../commonStateTypes/currencyHelper");
 const horizontalSectionEmptyBalancesSlice_1 = require("./horizontalSectionEmptyBalancesSlice");
 const profitAndLossClassesByClassHorizontalSelectorTypes_1 = require("./profitAndLossClassesByClassHorizontalSelectorTypes");
@@ -118,6 +119,50 @@ function buildHorizontalClassColumnBalancesSlice(report, classAmounts, totalAmou
         },
     };
 }
+/**
+ * Sum balances across descendant accounts (recursive).
+ *
+ * Parent rows in the horizontal pivot only carry their own direct postings
+ * (zero for "container" accounts), so callers rendering "Total {parent}" rows
+ * must aggregate from descendants to get the real per-class totals.
+ *
+ * Returns one `COABalance` per class column + total (same shape as the
+ * enriched `balancesInTimeframe.balances`), with `amount` summed and `type`
+ * set to `default_with_null_balance` for zeros. Returns `[]` when no
+ * descendants have enriched data.
+ */
+function aggregateHorizontalDescendantBalances(accounts, childIndices, childrenByParent) {
+    let template;
+    const sums = new Map();
+    const walk = (idx) => {
+        const childRow = accounts[idx];
+        const childBalances = childRow?.accountReportData?.balancesInTimeframe.balances;
+        if (childBalances != null) {
+            if (template == null) {
+                template = childBalances;
+            }
+            childBalances.forEach((b, i) => {
+                sums.set(i, (sums.get(i) ?? 0) + (b.balance.amount ?? 0));
+            });
+        }
+        // Always recurse — a missing intermediate node should not prune its
+        // descendants from the aggregate.
+        const grandChildren = childrenByParent[idx] ?? [];
+        grandChildren.forEach(walk);
+    };
+    childIndices.forEach(walk);
+    if (template == null) {
+        return [];
+    }
+    return template.map((tpl, i) => {
+        const amount = sums.get(i) ?? 0;
+        return {
+            ...tpl,
+            balance: { ...tpl.balance, amount },
+            type: amount === 0 ? 'default_with_null_balance' : 'default',
+        };
+    });
+}
 /**
  * Parent index per DFS row — O(n). Matches the scan in the former
  * `findHorizontalAccountParentIndex` (depth <= 2 rows have no parent).

package/lib/view/transactionDetail/transactionDetailState.d.ts

@@ -4,7 +4,7 @@ import { AccountBase } from '../../entity/account/accountState';
 import { ClassBase } from '../../entity/class/classState';
 import { CustomerBase } from '../../entity/customer/customerState';
 import { EntityType } from '../../entity/genericEntity/entity';
-import { Project } from '../../entity/project/projectState';
+import { ProjectBase } from '../../entity/project/projectState';
 import { Transaction, TransactionID } from '../../entity/transaction/stateTypes/transaction';
 import { VendorBase } from '../../entity/vendor/vendorState';
 import { EntityRecommendationKey } from '../recommendation/recommendationState';
@@ -53,7 +53,7 @@ export interface TransactionLineUpdates {
     class?: ClassBase;
     customer?: CustomerBase;
     lineDescription?: string;
-    project?: Project;
+    project?: ProjectBase;
     recommendation?: Recommendation[];
     vendor?: VendorBase;
 }

package/lib/view/transactionDetail/transactionDetailTypes.d.ts

@@ -4,7 +4,7 @@ import { AccountBase, RecommendedAccountBase } from '../../entity/account/accoun
 import { ClassBase, RecommendedClassBase } from '../../entity/class/classState';
 import { CustomerBase } from '../../entity/customer/customerState';
 import { Entity } from '../../entity/genericEntity/entity';
-import { Project } from '../../entity/project/projectState';
+import { ProjectBase } from '../../entity/project/projectState';
 import { TransactionID } from '../../entity/transaction/stateTypes/transaction';
 import { BillableStatus, PlatformLineDetailType, ProductOrService, TransactionLineBase } from '../../entity/transaction/stateTypes/transactionLine';
 import { TransactionCategory, TransactionType } from '../../entity/transaction/stateTypes/transactionType';
@@ -30,7 +30,7 @@ export interface TransactionDetailLineItemData extends TransactionLineBase {
     linkedTransactions?: TransactionID[];
     postingType?: TransactionCategory;
     postingTypeName?: string;
-    project?: Project;
+    project?: ProjectBase;
     recommendationsWithCOT?: RecommendationWithCOT[];
     recommendedAccount?: RecommendedAccountBase;
     recommendedClass?: RecommendedClassBase;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.0.47",
+  "version": "5.0.48-betaRD1",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",