@zeniai/client-epic-state 5.0.87-betaJK2 → 5.0.87-betaVR1

package/lib/esm/index.js

@@ -174,7 +174,6 @@ import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fet
 import { getExpenseAutomationFluxAnalysisView } from './view/expenseAutomationView/selectors/fluxAnalysisViewSelector';
 import { getExpenseAutomationReconciliationView, isAccountReconReport, } from './view/expenseAutomationView/selectors/reconciliationViewSelector';
 import { getExpenseAutomationTransactionView, getLastTransferEntryReplacement, } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
-import { TRANSACTION_FILTER_CATEGORIES, applyTransactionFilters, } from './view/expenseAutomationView/transactionFilterHelpers';
 import { DEFAULT_COMPLETED_SUB_TAB, toCompletedSubTab, } from './view/expenseAutomationView/types/completedSubTab';
 import { toJEScheduleMainTab as toExpenseAutomationJEScheduleMainTab, toJEScheduleSortKey as toExpenseAutomationJEScheduleSortKey, } from './view/expenseAutomationView/types/jeSchedulesViewState';
 import { BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toMatchSource, toMissingReceiptsTab, } from './view/expenseAutomationView/types/missingReceiptsViewState';
@@ -339,6 +338,7 @@ import { getRemiBusinessVerificationDetails, getRemiSetupViewDetails, } from './
 import { approveOrRejectRemisBulkAction, autoReviewPendingApprovalRemis, cancelOrDeleteRemisBulkAction, clearAllRemisFromBulkActionList, clearRemiBulkActionView, incrementRemiBulkActionProcessedCount, removeRemiFromBulkActionList, reviewDraftRemisBulkAction, submitDraftRemisBulkAction, updateRemisBulkActionList, } from './view/spendManagement/reimbursement/remisBulkActionView/remisBulkActionViewReducer';
 import { getRemisBulkOperationProgress, getRemisBulkReviewView, } from './view/spendManagement/reimbursement/remisBulkActionView/remisBulkActionViewSelector';
 import { hideCreatedByFilter, } from './view/spendManagement/spendManagementFilterHelpers';
+import { TRANSACTION_FILTER_CATEGORIES, applyTransactionFilters, } from './view/expenseAutomationView/transactionFilterHelpers';
 import { acceptTreasuryTerms, clearTreasurySetupView, fetchPortfolioAllocation, fetchTreasuryFunds, fetchTreasurySetupView, updateFundAllocationLocalData, updatePortfolioAllocation, updateTreasuryVideoViewed, } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewReducer';
 import { getTreasuryBusinessVerificationDetails, getTreasurySetupViewDetails, } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewSelector';
 import { getTreasuryFundsMaximumYield, } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewState';
@@ -368,7 +368,7 @@ import { getAllTags } from './view/tagView/tagViewSelector';
 import { deleteCannedResponse, fetchCannedResponses, saveCannedResponse, } from './view/taskManager/cannedResponsesView/cannedResponsesReducer';
 import { getCannedResponsesView } from './view/taskManager/cannedResponsesView/cannedResponsesSelector';
 import { initialTaskDetail, initialTaskDetailLocalData, } from './view/taskManager/taskDetailView/taskDetail';
-import { archiveTask, createSubTask, deleteTask, discardTaskUpdatesInLocalStore, fetchSubTasks, fetchTaskDetailPage, saveTaskDetail, saveTaskUpdatesToLocalStore, snoozeTask, unsnoozeTask, } from './view/taskManager/taskDetailView/taskDetailReducer';
+import { archiveTask, deleteTask, discardTaskUpdatesInLocalStore, fetchTaskDetailPage, saveTaskDetail, saveTaskUpdatesToLocalStore, snoozeTask, unsnoozeTask, } from './view/taskManager/taskDetailView/taskDetailReducer';
 import { allTaskPriority, allTaskStatus, getTaskDetail, } from './view/taskManager/taskDetailView/taskDetailSelector';
 import { createTaskFromTaskGroupTemplate } from './view/taskManager/taskGroupTemplateView/taskGroupTemplateViewReducer';
 import { createNewTaskGroup, deleteTaskGroup, fetchAllTaskGroups, updateTaskGroupName, } from './view/taskManager/taskGroupView/taskGroupViewReducer';
@@ -385,6 +385,7 @@ import { getAllTopExpenses, getTop6Expenses, getTopExpenses, } from './view/topE
 import { TOP_EX_TIME_PERIODS, } from './view/topEx/topExState';
 import { getAccountingProviderAttachment, } from './view/transactionDetail/getAccountingProviderAttachmentSelector';
 import { getChangedLineItemCountFromLocalData, isAccountUncategorized, } from './view/transactionDetail/transactionDetailLocalDataHelper';
+import { JOURNAL_ENTRY_SORT_KEYS, filterJournalEntryLinesExcludingLinked, journalEntryDefaultSortConfig, journalEntryTotalsByPostingSide, sortJournalEntryLines, sumJournalEntryAmounts, toJournalEntrySortKey, } from './view/transactionDetail/journalEntryLinesViewModel';
 import { clearTransactionDetailSaveStatus, deleteTransactionAttachment, downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentFailure, downloadAccountingProviderAttachmentSuccess, fetchTransactionDetail, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, resetAllLineItemsToVendor, resetLineItemsCategoryClassInLocalData, resetSelectedCustomer, resetVendor, saveTransactionDetail, saveTransactionDetailLocalData, setAllLineItemsLocalDataIsUpdateAllChecked, setAllLineItemsToCategoryClassInLocalData, setIsVendorUpdateAllChecked, updateLatestSelectedEntity, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateSelectedCustomer, updateSelectedVendor, updateTransactionDetail, updateVendorBulkRecommendationsFetchStatus, updateVendorToAllLineItems, uploadMissingAttachmentSuccess, } from './view/transactionDetail/transactionDetailReducer';
 import { getInitialUpdatablePeriodsForTransactionRecommendations, getTransactionDetail, getTransactionDetailForTransaction, } from './view/transactionDetail/transactionDetailSelector';
 import { getThirdPartyIdFromTransactionId, } from './view/transactionDetail/transactionDetailState';
@@ -583,6 +584,7 @@ export { getNextNthWorkingDay, getPreviousNthWorkingDay, isHolidayToday, filterD
 export { fetchCompanyOnboardingView, fetchQBOConnectionPool, updateQBOConnectionPoolExternalConnection, fetchOnboardingCompletedCompanies, saveOnboardingCustomerCompletedStatus, toProductType, toProductTypeStrict, getOnboardingCockpitView, getNewOnboardingCustomerView, getOnboardingEmailGroup, initializeOnboardingCustomerViewUpdateData, clearOnboardingCustomerViewUpdateData, saveOnboardingCustomerViewUpdateData, updateOnboardingCustomerListUIState, updateCustomerCreationStatus, updateStatusAfterOnboardingCompleted, saveOnboardingCustomerViewUpdates, saveOnboardingCustomerNotes, saveOnboardingCustomerDataInLocalStore, updateOnboardingCustomerDataInLocalStore, resetNewOnboardedCustomerId, sendOnboardingCustomerViewInvite, retryBankAccountConnectionForOnboarding, };
 export { getTransactionsListByCategoryType, getTransactionListUIStateByCategoryType, };
 export { getChangedLineItemCountFromLocalData, isAccountUncategorized };
+export { JOURNAL_ENTRY_SORT_KEYS, filterJournalEntryLinesExcludingLinked, journalEntryDefaultSortConfig, journalEntryTotalsByPostingSide, sortJournalEntryLines, sumJournalEntryAmounts, toJournalEntrySortKey, };
 export { openSnackbar, closeSnackbar, getSnackbar, };
 export { getSpendManagementEffectiveListPeriod, getSelectedCompanyOfficer, showBillPayPromoPage, showReimbursementPromoPage, getActualPaymentDate, isVerifiedStatusCode, isVerifiedPaymentAccountProviderStatusCode, isBulkProcessing, getBillListUniqueType, getRemiListUniqueType, getBulkOperationSuffix, toAccountsPromoConfig, toSameDayAchDisablementConfig, isPaymentMethodOutsideZeni, isAwaitingMarkAsPaid, checkIfLowBalance, };
 export { canSendMonthEndEmailReport, shouldEnableCalendarPickerForLastReportSent, };
@@ -619,7 +621,7 @@ export { fetchGlobalMerchantRecommendation, createGlobalMerchant, updateCreateGl
 export { approveVendorGlobalReview, rejectVendorGlobalReview, fetchVendorGlobalReviewView, updateSelectedGlobalMerchant, updateVendorGlobalReviewViewUIState, getVendorGlobalReviewView, getTenantMerchantByMerchantId, toVendorGlobalReviewColumnSortKeyType, updateVendorGlobalReviewViewLocalData, };
 export { fetchArAging, updateArAgingUIState, fetchArAgingDetail, updateArAgingDetailUIState, getArAgingReport, getArAgingDetailForCustomer, updateArAgingNodeCollapseState, };
 export { toRecurringBillFrequency, toRecurringBillFrequencyStrict, };
-export { getTaskGroupById, getAllTasks, fetchTaskListPage, getTaskDetail, fetchTaskDetailPage, saveTaskUpdatesToLocalStore, saveTaskDetail, createSubTask, fetchSubTasks, archiveTask, fetchCannedResponses, saveCannedResponse, deleteCannedResponse, getCannedResponsesView, updateTaskListSearchText, updateTaskListUIState, allTaskStatus, allTaskPriority, updateTaskFilters, TASK_LIST_FILTER_CATEGORIES, TASK_LIST_GROUP_BY_CATEGORIES, deleteTask, discardTaskUpdatesInLocalStore, bulkUpdateTaskList, createNewTaskGroup, initiateTaskListLocalData, deleteTaskGroup, updateTaskListLocalData, dragNDropTasks, updateTaskGroupName, toTaskListGroupByKeyType, toTaskListGroupByKeyTypeStrict, getTaskUpdates, fetchAllTaskGroups, initialTaskDetail, getDueDateValueFromDueDateGroupId, toPriorityCodeType, toTaskStatusCodeType, toDueDateGroupKeyType, updateTaskFromListView, updateTaskListTab, removeTaskFromList, snoozeTask, unsnoozeTask, convertHHMMStrToMinutes, initialTaskDetailLocalData, ALL_TASK_LIST_TABS, };
+export { getTaskGroupById, getAllTasks, fetchTaskListPage, getTaskDetail, fetchTaskDetailPage, saveTaskUpdatesToLocalStore, saveTaskDetail, archiveTask, fetchCannedResponses, saveCannedResponse, deleteCannedResponse, getCannedResponsesView, updateTaskListSearchText, updateTaskListUIState, allTaskStatus, allTaskPriority, updateTaskFilters, TASK_LIST_FILTER_CATEGORIES, TASK_LIST_GROUP_BY_CATEGORIES, deleteTask, discardTaskUpdatesInLocalStore, bulkUpdateTaskList, createNewTaskGroup, initiateTaskListLocalData, deleteTaskGroup, updateTaskListLocalData, dragNDropTasks, updateTaskGroupName, toTaskListGroupByKeyType, toTaskListGroupByKeyTypeStrict, getTaskUpdates, fetchAllTaskGroups, initialTaskDetail, getDueDateValueFromDueDateGroupId, toPriorityCodeType, toTaskStatusCodeType, toDueDateGroupKeyType, updateTaskFromListView, updateTaskListTab, removeTaskFromList, snoozeTask, unsnoozeTask, convertHHMMStrToMinutes, initialTaskDetailLocalData, ALL_TASK_LIST_TABS, };
 export { getAllTags, fetchTagList, createTag, deleteTag, };
 export { getAllCardsAndBankPaymentMethods, createCardSetupIntent, confirmCardSetupIntent, addCardPaymentSource, fetchPaymentSources, resetCardPaymentErrorStatuses, clearCardPaymentView, };
 export { getAuditReportGroupViewSelectorView, getAuditRuleGroupViewSelectorView, getUserFromAllUsers, fetchAuditRuleGroupView, fetchAuditReportGroupView, saveReasonForAuditRule, clearAuditReportGroupViewByCompanyId, };

package/lib/esm/view/taskManager/taskDetailView/epics/fetchTaskDetailEpic.js

@@ -4,16 +4,13 @@ import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
 import { updateTags } from '../../../../entity/tag/tagReducer';
 import { updateTasks } from '../../../../entity/task/taskReducer';
-import { getTaskById } from '../../../../entity/task/taskSelector';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
 import { fetchFileList } from '../../../fileView/fileViewReducer';
-import { updateTaskListOnNewTaskCreationSuccess } from '../../taskListView/taskListReducer';
 import { fetchTaskDetail, initializeTaskToLocalStore, removeTaskDetail, updateEditTaskFetchStatus, } from '../taskDetailReducer';
 export const fetchTaskDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchTaskDetail.match), mergeMap((action) => {
     const { taskId, cacheOverride } = action.payload;
     const taskActions = [];
     const state = state$.value;
-    const isTaskListFetched = state.taskListState.fetchState === 'Completed';
     const taskDetail = recordGet(state.taskDetailState.editTaskStateById, taskId, undefined);
     if (cacheOverride === true) {
         taskActions.push(removeTaskDetail(taskId));
@@ -35,16 +32,6 @@ export const fetchTaskDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe(
                     updateTags(response.data.tasks.map((task) => task.tags).flat()),
                     initializeTaskToLocalStore(taskId),
                 ];
-                if (isTaskListFetched === true) {
-                    const taskGroupId = response.data.tasks[0].task_group_ids?.[0];
-                    if (taskGroupId != null) {
-                        fetchActions.push(updateTaskListOnNewTaskCreationSuccess({
-                            taskGroupId,
-                            task: response.data.tasks[0],
-                            currentTaskState: getTaskById(state.taskState, taskId),
-                        }));
-                    }
-                }
                 const fileIds = response.data.tasks[0].file_ids;
                 if (fileIds.length > 0) {
                     fetchActions.push(fetchFileList(fileIds));

package/lib/esm/view/taskManager/taskDetailView/taskDetailReducer.js

@@ -6,11 +6,6 @@ import { initialTaskDetail, } from './taskDetail';
 export const initialState = {
     newTaskState: initialTaskDetail,
     editTaskStateById: {},
-    subTaskCreateStatus: {
-        fetchState: 'Not-Started',
-        error: undefined,
-    },
-    subTaskListFetchStatusByParentId: {},
     taskHistoryById: {},
 };
 const taskDetailView = createSlice({
@@ -55,7 +50,7 @@ const taskDetailView = createSlice({
         updateEditTaskFetchStatus(draft, action) {
             const { taskId, fetchState, error } = action.payload;
             draft.editTaskStateById[taskId] = {
-                ...(draft.editTaskStateById[taskId] ?? initialTaskDetail),
+                ...draft.editTaskStateById[taskId],
                 fetchTaskStatus: {
                     fetchState,
                     error: fetchState === 'Error' ? error : undefined,
@@ -323,54 +318,10 @@ const taskDetailView = createSlice({
                 error,
             };
         },
-        createSubTask: {
-            reducer(draft) {
-                draft.subTaskCreateStatus = {
-                    fetchState: 'In-Progress',
-                    error: undefined,
-                };
-            },
-            prepare(payload) {
-                return { payload };
-            },
-        },
-        createSubTaskSuccessOrFailure(draft, action) {
-            const { fetchState, error } = action.payload;
-            draft.subTaskCreateStatus = {
-                fetchState,
-                error,
-            };
-        },
-        fetchSubTasks: {
-            reducer(draft, action) {
-                const { parentTaskId } = action.payload;
-                draft.subTaskListFetchStatusByParentId[parentTaskId] = {
-                    fetchState: 'In-Progress',
-                    error: undefined,
-                };
-            },
-            prepare(parentTaskId) {
-                return { payload: { parentTaskId } };
-            },
-        },
-        updateSubTasks(draft, action) {
-            const { parentTaskId } = action.payload;
-            draft.subTaskListFetchStatusByParentId[parentTaskId] = {
-                fetchState: 'Completed',
-                error: undefined,
-            };
-        },
-        updateSubTasksFetchStatus(draft, action) {
-            const { parentTaskId, fetchState, error } = action.payload;
-            draft.subTaskListFetchStatusByParentId[parentTaskId] = {
-                fetchState,
-                error,
-            };
-        },
         clearTaskDetail(draft) {
             Object.assign(draft, initialState);
         },
     },
 });
-export const { fetchTaskDetailPage, fetchTaskDetail, initializeTaskToLocalStore, updateEditTaskFetchStatus, saveTaskUpdatesToLocalStore, discardTaskUpdatesInLocalStore, saveTaskDetail, archiveTask, archiveTaskSuccessOrFailure, saveTaskSuccessOrFailure, createSubTask, createSubTaskSuccessOrFailure, fetchSubTasks, updateSubTasks, updateSubTasksFetchStatus, deleteTask, removeTaskDetail, deleteTaskSuccessOrFailure, snoozeTask, snoozeTaskSuccessOrFailure, unsnoozeTask, fetchTaskHistory, updateTaskHistory, updateTaskHistoryFetchStatus, clearTaskDetail, updateCreatedTagToLocalStore, updateDeletedTagToLocalStore, } = taskDetailView.actions;
+export const { fetchTaskDetailPage, fetchTaskDetail, initializeTaskToLocalStore, updateEditTaskFetchStatus, saveTaskUpdatesToLocalStore, discardTaskUpdatesInLocalStore, saveTaskDetail, archiveTask, archiveTaskSuccessOrFailure, saveTaskSuccessOrFailure, deleteTask, removeTaskDetail, deleteTaskSuccessOrFailure, snoozeTask, snoozeTaskSuccessOrFailure, unsnoozeTask, fetchTaskHistory, updateTaskHistory, updateTaskHistoryFetchStatus, clearTaskDetail, updateCreatedTagToLocalStore, updateDeletedTagToLocalStore, } = taskDetailView.actions;
 export default taskDetailView.reducer;

package/lib/esm/view/taskManager/taskDetailView/taskDetailSelector.js

@@ -1,8 +1,8 @@
 import isEqual from 'lodash/isEqual';
-import { reduceAnyFetchState } from '../../../commonStateTypes/reduceFetchState';
+import { reduceFetchState } from '../../../commonStateTypes/reduceFetchState';
 import { getClassesByIds } from '../../../entity/class/classSelector';
 import { getFilesByFileIds } from '../../../entity/file/fileSelector';
-import { getTaskById, getTasksByIds } from '../../../entity/task/taskSelector';
+import { getTaskById } from '../../../entity/task/taskSelector';
 import { getUserAndUserRole, } from '../../companyView/types/userAndRole';
 import { getFileDeleteStatusById, getFileUpdateNameStatusById, } from '../../fileView/fileViewSelector';
 import { getUserList, } from '../../userListView/userListViewSelector';
@@ -27,13 +27,8 @@ export const getTaskDetail = (state, taskId) => {
     let recurringSourceTaskId = undefined;
     let snoozedUntil = undefined;
     let taskGroupId = undefined;
-    let subtasks = [];
     if (taskId != null && sourceTaskDetail != null) {
         const taskEntity = getTaskById(taskState, taskId);
-        subtasks =
-            taskEntity != null
-                ? getTasksByIds(taskState, taskEntity.subTasksIds)
-                : [];
         const fileIdsInEntity = taskEntity?.fileIds ?? [];
         if (taskEntity != null) {
             createdByUser = getUserAndUserRole(userState, userRoleState, addressState, taskEntity.createdBy);
@@ -44,27 +39,25 @@ export const getTaskDetail = (state, taskId) => {
             taskGroupId = taskEntity.taskGroupIds[0];
         }
         if (fileIdsInEntity.length > 0) {
-            fetchStatus = reduceAnyFetchState([
+            fetchStatus = reduceFetchState([
                 fileViewState.fetchFilesStatus,
                 sourceTaskDetail.fetchTaskStatus,
                 userList,
                 classListState,
-                taskDetailState.subTaskListFetchStatusByParentId[taskId],
             ]);
         }
         else {
-            fetchStatus = reduceAnyFetchState([
+            fetchStatus = reduceFetchState([
                 sourceTaskDetail.fetchTaskStatus,
                 userList,
                 classListState,
-                taskDetailState.subTaskListFetchStatusByParentId[taskId],
             ]);
         }
         showTaskDetailFormFooter = showFormFooter(sourceTaskDetail.taskDetailLocalData, taskEntity);
         taskHistory = taskDetailState.taskHistoryById[taskId]?.historicEvents ?? [];
     }
     else if (taskId == null) {
-        fetchStatus = reduceAnyFetchState([userList, classListState]);
+        fetchStatus = reduceFetchState([userList, classListState]);
     }
     const { classIds } = classListState;
     const allAccountingClasses = getClassesByIds(classState, {
@@ -97,7 +90,6 @@ export const getTaskDetail = (state, taskId) => {
         showTaskDetailFormFooter,
         snoozedUntil,
         taskGroupId,
-        subtasks,
     };
 };
 export const allTaskStatus = [
@@ -145,16 +137,13 @@ export const allTaskPriority = [
     },
 ];
 const showFormFooter = (taskDetailLocalData, taskDetailInStore) => {
-    if (taskDetailInStore == null) {
-        return false;
-    }
-    if (taskDetailLocalData.name !== taskDetailInStore.name ||
+    if (taskDetailLocalData.name !== taskDetailInStore?.name ||
         taskDetailLocalData.description !== taskDetailInStore.description ||
         taskDetailLocalData.priority !== taskDetailInStore.priority.code ||
         taskDetailLocalData.status !== taskDetailInStore.status.code ||
         !isEqual(taskDetailInStore.tagIds, taskDetailLocalData.tagIds) ||
-        !isEqual(taskDetailLocalData.assignee, taskDetailInStore.assignees ?? []) ||
-        !isEqual(taskDetailLocalData.groupAssignees, taskDetailInStore.groupAssignees ?? []) ||
+        !isEqual(taskDetailLocalData.assignee, taskDetailInStore?.assignees ?? []) ||
+        !isEqual(taskDetailLocalData.groupAssignees, taskDetailInStore?.groupAssignees ?? []) ||
         !isEqual(taskDetailLocalData.fileIds, taskDetailInStore.fileIds ?? []) ||
         !isEqual(taskDetailLocalData.dueDate, taskDetailInStore.dueDate) ||
         !isEqual(taskDetailLocalData.type, taskDetailInStore.type) ||

package/lib/esm/view/transactionDetail/journalEntryLinesViewModel.js

@@ -0,0 +1,149 @@
+import orderBy from 'lodash/orderBy';
+import { stringToUnion } from '../../commonStateTypes/stringToUnion';
+import { LINE_TYPE_LINKED, } from '../../entity/transaction/stateTypes/transactionLine';
+/**
+ * View-model helpers for the new Journal Entry table view (see
+ * web-components `journalEntryTable`). Keeps presentation-agnostic
+ * logic — totals, sort, line-filter — colocated in epic-state so it
+ * is testable and reusable.
+ */
+// ---------------------------------------------------------------------------
+// Sort keys
+// ---------------------------------------------------------------------------
+export const JOURNAL_ENTRY_SORT_KEYS = [
+    'description',
+    'name',
+    'category',
+    'class',
+    'debit',
+    'credit',
+];
+export const toJournalEntrySortKey = (v) => stringToUnion(v, JOURNAL_ENTRY_SORT_KEYS);
+export const journalEntryDefaultSortConfig = {
+    sortKey: 'description',
+    sortOrder: 'ascending',
+};
+/**
+ * Sums the `amount.amount` field of every line and returns an `Amount`
+ * whose currencyCode/currencySymbol are taken from the first line.
+ * Returns `undefined` for an empty list, and also when the first line
+ * has no currency to carry — a stray bare number with no symbol is
+ * worse to render than nothing, so the caller is forced to handle the
+ * absence.
+ *
+ * **Precondition:** all input lines must share a currency. Journal
+ * entry lines on the same transaction always do, which is the only
+ * caller today. Mixed-currency input is summed numerically (no FX
+ * conversion) and tagged with the first line's currency, which will
+ * silently produce a wrong total — if this helper is ever reused for
+ * a cross-currency aggregate (e.g. a multi-transaction report), the
+ * caller must pre-group by currency before calling.
+ *
+ * Mirrors legacy `calculateTotal` in
+ * `web-components/src/components/transactionDetail/items/TransactionLinesJournalEntry.tsx`
+ * but without the `Object.assign` ceremony and with stable currency carry-over.
+ */
+export const sumJournalEntryAmounts = (lines) => {
+    if (lines.length === 0) {
+        return undefined;
+    }
+    const first = lines[0].amount;
+    if (first?.currencyCode == null || first?.currencySymbol == null) {
+        return undefined;
+    }
+    let total = 0;
+    for (const line of lines) {
+        total += line.amount?.amount ?? 0;
+    }
+    return {
+        amount: total,
+        currencyCode: first.currencyCode,
+        currencySymbol: first.currencySymbol,
+    };
+};
+/**
+ * Splits `lines` by `postingType` into a single debit total and a
+ * single credit total — the shape the new flat-table totals row
+ * (`JournalEntryTotalsRow` in `web-components`, Figma frame
+ * `5177:12750`) needs.
+ *
+ * The legacy `TransactionLinesJournalEntry` grouped lines into six
+ * `JournalEntryItemType` buckets (`debit` / `uncategorizedDebit` /
+ * `miscategorizedDebit` plus the credit triplet) for *visual banner
+ * headers* in the line list; its bottom totals row was already two
+ * combined numbers. The new flat table folds those banners away by
+ * design, so we don't surface a per-status breakdown here. If the
+ * design ever asks for sub-totals per status, that's a richer shape
+ * (`{debit: {total, uncategorized, miscategorized}, credit: {…}}`)
+ * and a follow-up — not a v1 of this helper.
+ *
+ * As a side effect, the legacy `calculateCombinedTotalAmount`
+ * `??`/`+` precedence bug (`totalAmount?.amount ?? 0 + (uncat ?? 0) +
+ * (miscat ?? 0)` parses as `totalAmount?.amount ?? (0 + uncat +
+ * miscat)`, silently dropping the uncat/miscat pieces whenever
+ * `totalAmount` was non-nullish) is gone by construction here: there
+ * is no separate combine step, just one pass over the lines.
+ */
+export const journalEntryTotalsByPostingSide = (lines) => {
+    const debitLines = [];
+    const creditLines = [];
+    for (const line of lines) {
+        if (line.postingType === 'debit') {
+            debitLines.push(line);
+        }
+        else if (line.postingType === 'credit') {
+            creditLines.push(line);
+        }
+    }
+    return {
+        debitTotal: sumJournalEntryAmounts(debitLines),
+        creditTotal: sumJournalEntryAmounts(creditLines),
+    };
+};
+// ---------------------------------------------------------------------------
+// Filter
+// ---------------------------------------------------------------------------
+/**
+ * Drops `linked_transaction_line` entries — equivalent to legacy
+ * `filterOutLinkedTransactionLine` in `transactionDetail.helpers.ts`.
+ *
+ * The literal lives in `LINE_TYPE_LINKED` next to `LineType` so the
+ * filter discriminant stays bound to the union at the type level.
+ * Other sites still inlining the literal (see `transactionDetailLocalDataHelper`,
+ * `transactionDetailState`, `transactionCategorizationLocalDataHelper`,
+ * `transactionLinePayload`, and the mocks) are a known follow-up.
+ */
+export const filterJournalEntryLinesExcludingLinked = (lines) => lines?.filter((line) => line.type !== LINE_TYPE_LINKED) ?? [];
+const sortOrderToLodash = (sortOrder) => sortOrder === 'descending' ? 'desc' : 'asc';
+/**
+ * Stable, accessor-driven sort over arbitrary line shapes. Lines that
+ * resolve to the same key value preserve their original relative order
+ * thanks to lodash's stable `orderBy`.
+ *
+ * Strings are lower-cased before comparison so the order is predictable
+ * across mixed-case data. Numbers (debit/credit) compare directly.
+ */
+export const sortJournalEntryLines = (lines, config, accessors) => {
+    const accessor = (line) => {
+        switch (config.sortKey) {
+            case 'description':
+                return accessors.description(line).toLowerCase();
+            case 'name':
+                return accessors.name(line).toLowerCase();
+            case 'category':
+                return accessors.category(line).toLowerCase();
+            case 'class':
+                return accessors.class(line).toLowerCase();
+            case 'debit':
+                return accessors.debit(line);
+            case 'credit':
+                return accessors.credit(line);
+            default:
+                // stringToUnion narrows permissively (returns `s as StringUnion` for
+                // non-member input, see commonStateTypes/stringToUnion.ts), so this
+                // branch is reachable at runtime — keep it as a description fallback.
+                return accessors.description(line).toLowerCase();
+        }
+    };
+    return orderBy([...lines], [accessor], [sortOrderToLodash(config.sortOrder)]);
+};

package/lib/index.d.ts

@@ -288,7 +288,6 @@ import { getExpenseAutomationFluxAnalysisView } from './view/expenseAutomationVi
 import { JEScheduledTransactionWithFailedEntries } from './view/expenseAutomationView/selectors/jeSchedulesViewSelector';
 import { getExpenseAutomationReconciliationView, isAccountReconReport } from './view/expenseAutomationView/selectors/reconciliationViewSelector';
 import { getExpenseAutomationTransactionView, getLastTransferEntryReplacement } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
-import { TRANSACTION_FILTER_CATEGORIES, TransactionFilterAmountMatchingOperator, TransactionFilterCategory, TransactionFilterCategoryDropdownOption, TransactionFilterCategoryField, TransactionFilterEntityType, TransactionFilters, applyTransactionFilters } from './view/expenseAutomationView/transactionFilterHelpers';
 import { CompletedSubTab, DEFAULT_COMPLETED_SUB_TAB, toCompletedSubTab } from './view/expenseAutomationView/types/completedSubTab';
 import { FluxAnalysisActionType, FluxAnalysisReviewStatus, FluxAnalysisSortKey, FluxAnalysisViewUIState, FluxBalancesByMonth } from './view/expenseAutomationView/types/fluxAnalysisViewState';
 import { AccountSettingsLocalData, JEScheduleMainTab as ExpenseAutomationJEScheduleMainTab, JEScheduleSortKey as ExpenseAutomationJEScheduleSortKey, JESchedulesViewUIState as ExpenseAutomationJESchedulesViewUIState, JEScheduleLocalData, toJEScheduleMainTab as toExpenseAutomationJEScheduleMainTab, toJEScheduleSortKey as toExpenseAutomationJEScheduleSortKey } from './view/expenseAutomationView/types/jeSchedulesViewState';
@@ -510,6 +509,7 @@ import { MileageDenomination, MileageDetailsLocalData, RemiSetupViewLocalData, R
 import { approveOrRejectRemisBulkAction, autoReviewPendingApprovalRemis, cancelOrDeleteRemisBulkAction, clearAllRemisFromBulkActionList, clearRemiBulkActionView, incrementRemiBulkActionProcessedCount, removeRemiFromBulkActionList, reviewDraftRemisBulkAction, submitDraftRemisBulkAction, updateRemisBulkActionList } from './view/spendManagement/reimbursement/remisBulkActionView/remisBulkActionViewReducer';
 import { RemisBulkReviewView, getRemisBulkOperationProgress, getRemisBulkReviewView } from './view/spendManagement/reimbursement/remisBulkActionView/remisBulkActionViewSelector';
 import { BillPayFilterCategoryDropdownOption, CategoryCombinationOperator, FilterCategoryType, MatchingOperatorDropdownOption, ReimbursementFilterCategoryDropdownOption, SpendManagementFilterCategoryDropdownOption, SpendManagementFilterEntityType, SpendManagementFiltersType, TaskFilterCategoryDropdownOption, hideCreatedByFilter } from './view/spendManagement/spendManagementFilterHelpers';
+import { TRANSACTION_FILTER_CATEGORIES, TransactionFilterAmountMatchingOperator, TransactionFilterCategory, TransactionFilterCategoryDropdownOption, TransactionFilterCategoryField, TransactionFilterEntityType, TransactionFilters, applyTransactionFilters } from './view/expenseAutomationView/transactionFilterHelpers';
 import { acceptTreasuryTerms, clearTreasurySetupView, fetchPortfolioAllocation, fetchTreasuryFunds, fetchTreasurySetupView, updateFundAllocationLocalData, updatePortfolioAllocation, updateTreasuryVideoViewed } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewReducer';
 import { TreasuryBusinessVerificationDetails, TreasurySetupView, getTreasuryBusinessVerificationDetails, getTreasurySetupViewDetails } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewSelector';
 import { FundAllocationOption, FundComposition, FundData, getTreasuryFundsMaximumYield } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewState';
@@ -551,8 +551,8 @@ import { TagViewState } from './view/tagView/tagViewState';
 import { CannedResponse, CannedResponsesViewState } from './view/taskManager/cannedResponsesView/cannedResponses';
 import { deleteCannedResponse, fetchCannedResponses, saveCannedResponse } from './view/taskManager/cannedResponsesView/cannedResponsesReducer';
 import { getCannedResponsesView } from './view/taskManager/cannedResponsesView/cannedResponsesSelector';
-import { CreateSubTaskPayload, EditTaskLocalData, initialTaskDetail, initialTaskDetailLocalData } from './view/taskManager/taskDetailView/taskDetail';
-import { archiveTask, createSubTask, deleteTask, discardTaskUpdatesInLocalStore, fetchSubTasks, fetchTaskDetailPage, saveTaskDetail, saveTaskUpdatesToLocalStore, snoozeTask, unsnoozeTask } from './view/taskManager/taskDetailView/taskDetailReducer';
+import { EditTaskLocalData, initialTaskDetail, initialTaskDetailLocalData } from './view/taskManager/taskDetailView/taskDetail';
+import { archiveTask, deleteTask, discardTaskUpdatesInLocalStore, fetchTaskDetailPage, saveTaskDetail, saveTaskUpdatesToLocalStore, snoozeTask, unsnoozeTask } from './view/taskManager/taskDetailView/taskDetailReducer';
 import { TaskDetailSelectorView, allTaskPriority, allTaskStatus, getTaskDetail } from './view/taskManager/taskDetailView/taskDetailSelector';
 import { createTaskFromTaskGroupTemplate } from './view/taskManager/taskGroupTemplateView/taskGroupTemplateViewReducer';
 import { createNewTaskGroup, deleteTaskGroup, fetchAllTaskGroups, updateTaskGroupName } from './view/taskManager/taskGroupView/taskGroupViewReducer';
@@ -571,6 +571,7 @@ import { TopExAccount, TopExReport, TopExTimePeriodWithMetaData, TopExpenses } f
 import { TOP_EX_TIME_PERIODS, TopExTimePeriod, TopExpense } from './view/topEx/topExState';
 import { AccountingProviderAttachmentSelector, getAccountingProviderAttachment } from './view/transactionDetail/getAccountingProviderAttachmentSelector';
 import { getChangedLineItemCountFromLocalData, isAccountUncategorized } from './view/transactionDetail/transactionDetailLocalDataHelper';
+import { JOURNAL_ENTRY_SORT_KEYS, JournalEntryRowSortConfig, JournalEntrySortAccessors, JournalEntrySortKey, filterJournalEntryLinesExcludingLinked, journalEntryDefaultSortConfig, journalEntryTotalsByPostingSide, sortJournalEntryLines, sumJournalEntryAmounts, toJournalEntrySortKey } from './view/transactionDetail/journalEntryLinesViewModel';
 import { clearTransactionDetailSaveStatus, deleteTransactionAttachment, downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentFailure, downloadAccountingProviderAttachmentSuccess, fetchTransactionDetail, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, resetAllLineItemsToVendor, resetLineItemsCategoryClassInLocalData, resetSelectedCustomer, resetVendor, saveTransactionDetail, saveTransactionDetailLocalData, setAllLineItemsLocalDataIsUpdateAllChecked, setAllLineItemsToCategoryClassInLocalData, setIsVendorUpdateAllChecked, updateLatestSelectedEntity, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateSelectedCustomer, updateSelectedVendor, updateTransactionDetail, updateVendorBulkRecommendationsFetchStatus, updateVendorToAllLineItems, uploadMissingAttachmentSuccess } from './view/transactionDetail/transactionDetailReducer';
 import { TransactionDetailReport, VendorDetailsView, getInitialUpdatablePeriodsForTransactionRecommendations, getTransactionDetail, getTransactionDetailForTransaction } from './view/transactionDetail/transactionDetailSelector';
 import { TransactionUpdates, getThirdPartyIdFromTransactionId } from './view/transactionDetail/transactionDetailState';
@@ -830,6 +831,8 @@ export { fetchCompanyOnboardingView, fetchQBOConnectionPool, updateQBOConnection
 export { TransactionListByCategoryType, getTransactionsListByCategoryType, getTransactionListUIStateByCategoryType, TransactionCategoryType, };
 export { TransactionDetailLocalData, TransactionDetailLineItemData, TransactionVendorUpdates, };
 export { getChangedLineItemCountFromLocalData, isAccountUncategorized };
+export { JOURNAL_ENTRY_SORT_KEYS, filterJournalEntryLinesExcludingLinked, journalEntryDefaultSortConfig, journalEntryTotalsByPostingSide, sortJournalEntryLines, sumJournalEntryAmounts, toJournalEntrySortKey, };
+export type { JournalEntryRowSortConfig, JournalEntrySortAccessors, JournalEntrySortKey, };
 export { openSnackbar, closeSnackbar, getSnackbar, SnackbarMessageType, SnackbarMessageSections, SnackbarMessageSectionTexts, SnackbarMessageConfig, };
 export { getSpendManagementEffectiveListPeriod, getSelectedCompanyOfficer, showBillPayPromoPage, showReimbursementPromoPage, getActualPaymentDate, isVerifiedStatusCode, isVerifiedPaymentAccountProviderStatusCode, isBulkProcessing, getBillListUniqueType, getRemiListUniqueType, BulkOperationType, BulkOperationFinishedType, getBulkOperationSuffix, ZeniAccountsPromoConfig, toAccountsPromoConfig, SameDayAchDisablementConfig, toSameDayAchDisablementConfig, isPaymentMethodOutsideZeni, isAwaitingMarkAsPaid, checkIfLowBalance, };
 export { FilterCategoryValueType, canSendMonthEndEmailReport, shouldEnableCalendarPickerForLastReportSent, };
@@ -878,7 +881,7 @@ export { fetchGlobalMerchantRecommendation, createGlobalMerchant, updateCreateGl
 export { approveVendorGlobalReview, rejectVendorGlobalReview, fetchVendorGlobalReviewView, updateSelectedGlobalMerchant, updateVendorGlobalReviewViewUIState, getVendorGlobalReviewView, getTenantMerchantByMerchantId, toVendorGlobalReviewColumnSortKeyType, VendorGlobalReview, VendorGlobalReviewViewUIState, VendorGlobalReviewViewColumnSortKey, VendorGlobalReviewViewSelectorView, VendorGlobalReviewViewState, VendorGlobalReviewViewLocalData, updateVendorGlobalReviewViewLocalData, GlobalReviewPageCurrentSelectionByColumn, GlobalRecommendationFetchSource, };
 export { fetchArAging, updateArAgingUIState, fetchArAgingDetail, updateArAgingDetailUIState, ArAgingReport, ArAgingDetail, NestedAgingBalancesByCustomer, getArAgingReport, getArAgingDetailForCustomer, updateArAgingNodeCollapseState, };
 export { toRecurringBillFrequency, toRecurringBillFrequencyStrict, RecurringBillFrequency, RecurringBillDetail, RecurringBillConfig, RecurringBillStatus, RecurringBillPaymentStatus, };
-export { Task, TaskListSelectorView, TaskWithUserDetails, TaskListViewSortKey, TaskListUIState, TaskDetailSelectorView, EditTaskLocalData, TaskStatusCodeType, PriorityCodeType, getTaskGroupById, TaskStatus, TaskPriority, TaskCodeType, getAllTasks, fetchTaskListPage, getTaskDetail, fetchTaskDetailPage, saveTaskUpdatesToLocalStore, saveTaskDetail, createSubTask, fetchSubTasks, CreateSubTaskPayload, archiveTask, CannedResponse, CannedResponsesViewState, fetchCannedResponses, saveCannedResponse, deleteCannedResponse, getCannedResponsesView, updateTaskListSearchText, updateTaskListUIState, allTaskStatus, allTaskPriority, TaskListFilters, updateTaskFilters, TASK_LIST_FILTER_CATEGORIES, TASK_LIST_GROUP_BY_CATEGORIES, TaskListFilterCategoryField, deleteTask, discardTaskUpdatesInLocalStore, TaskFilterCategory, TaskType, TaskGroupWithTasksList, TaskListLocalData, bulkUpdateTaskList, createNewTaskGroup, initiateTaskListLocalData, deleteTaskGroup, updateTaskListLocalData, dragNDropTasks, updateTaskGroupName, TaskGroupState, TaskGroupKey, toTaskListGroupByKeyType, toTaskListGroupByKeyTypeStrict, getTaskUpdates, fetchAllTaskGroups, initialTaskDetail, getDueDateValueFromDueDateGroupId, toPriorityCodeType, toTaskStatusCodeType, DueDateGroupKey, toDueDateGroupKeyType, updateTaskFromListView, updateTaskListTab, removeTaskFromList, snoozeTask, unsnoozeTask, convertHHMMStrToMinutes, initialTaskDetailLocalData, TaskListTab, ALL_TASK_LIST_TABS, };
+export { Task, TaskListSelectorView, TaskWithUserDetails, TaskListViewSortKey, TaskListUIState, TaskDetailSelectorView, EditTaskLocalData, TaskStatusCodeType, PriorityCodeType, getTaskGroupById, TaskStatus, TaskPriority, TaskCodeType, getAllTasks, fetchTaskListPage, getTaskDetail, fetchTaskDetailPage, saveTaskUpdatesToLocalStore, saveTaskDetail, archiveTask, CannedResponse, CannedResponsesViewState, fetchCannedResponses, saveCannedResponse, deleteCannedResponse, getCannedResponsesView, updateTaskListSearchText, updateTaskListUIState, allTaskStatus, allTaskPriority, TaskListFilters, updateTaskFilters, TASK_LIST_FILTER_CATEGORIES, TASK_LIST_GROUP_BY_CATEGORIES, TaskListFilterCategoryField, deleteTask, discardTaskUpdatesInLocalStore, TaskFilterCategory, TaskType, TaskGroupWithTasksList, TaskListLocalData, bulkUpdateTaskList, createNewTaskGroup, initiateTaskListLocalData, deleteTaskGroup, updateTaskListLocalData, dragNDropTasks, updateTaskGroupName, TaskGroupState, TaskGroupKey, toTaskListGroupByKeyType, toTaskListGroupByKeyTypeStrict, getTaskUpdates, fetchAllTaskGroups, initialTaskDetail, getDueDateValueFromDueDateGroupId, toPriorityCodeType, toTaskStatusCodeType, DueDateGroupKey, toDueDateGroupKeyType, updateTaskFromListView, updateTaskListTab, removeTaskFromList, snoozeTask, unsnoozeTask, convertHHMMStrToMinutes, initialTaskDetailLocalData, TaskListTab, ALL_TASK_LIST_TABS, };
 export { Tag, TagState, TagViewState, getAllTags, TagViewSelectorView, fetchTagList, createTag, deleteTag, };
 export { CardPayment, CardPaymentViewState, SetupIntentData, CardPaymentSelectorView, getAllCardsAndBankPaymentMethods, createCardSetupIntent, confirmCardSetupIntent, addCardPaymentSource, fetchPaymentSources, resetCardPaymentErrorStatuses, clearCardPaymentView, AddCardPaymentSourceType, };
 export { getAuditReportGroupViewSelectorView, getAuditRuleGroupViewSelectorView, getUserFromAllUsers, AuditReportGroupSelectorView, AuditReportGroupViewSelectorView, AuditRuleGroupViewSelectorView, fetchAuditRuleGroupView, fetchAuditReportGroupView, saveReasonForAuditRule, AuditRuleGroup, AuditRuleGroupReport, AuditReportRule, AuditRuleEntityType, AuditRuleEntityIdType, AuditRuleBypassReason, clearAuditReportGroupViewByCompanyId, };