@zeniai/client-epic-state 5.1.17 → 5.1.18-betaDI2

package/lib/esm/commonStateTypes/workingDayHelper.js

@@ -109,3 +109,4 @@ export const isHoliday = (date) => {
     }
     return holidays.indexOf(date.toString()) >= 0;
 };
+//# sourceMappingURL=workingDayHelper.js.map

package/lib/esm/commonStateTypes/workingDayHelper.js.map

@@ -0,0 +1 @@
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Holidays from 'date-holidays';\n\nimport {ZeniDate, dateNow, date as zeniDate} from '../zeniDayJS';\n\nexport const standardFormat = 'MM/DD/YYYY';\n\nexport const startDate = '2000-01-01';\nexport const endDate = '2070-12-31';\nexport const PAYMENT_BUSINESS_DAYS = 4;\n\nconst dateHolidays = new Holidays('US');\n\nconst holidays = dateHolidays\n  .getHolidays(new Date().getFullYear())\n  .filter((holiday) => holiday.type === 'public' || holiday.type === 'bank')\n  .map((holiday) => zeniDate(holiday.date).toDate()); // https://www.linkedin.com/pulse/fix-invalid-date-safari-ie-hatem-ahmad/\n\nexport const holidaysFormatted = holidays.map((holiday) =>\n  zeniDate(holiday.toDateString()).format(standardFormat)\n);\n\nexport type NextTransferFrequency = 'daily' | 'weekly' | 'biweekly' | 'monthly';\n\n/**\n * Returns the next scheduled transfer date for a recurring transfer/sweep,\n * given a frequency cadence. Advances by the cadence and then skips past\n * weekends and US holidays. Used by both:\n *   - `<ReviewAutoTransferRuleDrawer>` (web-c) for the display \"next transfer\"\n *   - `saveAutoSweepSettingsEpic` for the `first_run_date` PUT payload\n */\nexport const getNextTransferDate = (\n  frequency: NextTransferFrequency\n): ZeniDate => {\n  const date = new Date();\n  if (frequency === 'daily') {\n    date.setDate(date.getDate() + 1);\n  } else if (frequency === 'weekly') {\n    date.setDate(date.getDate() + 7);\n  } else if (frequency === 'biweekly') {\n    date.setDate(date.getDate() + 14);\n  } else if (frequency === 'monthly') {\n    date.setMonth(date.getMonth() + 1);\n  }\n\n  const isWeekend = date.getDay() === 0 || date.getDay() === 6;\n  const isHolidayDate = isHoliday(zeniDate(date.toDateString()));\n  const result =\n    isWeekend || isHolidayDate ? getNextNthWorkingDay(date, [0, 6], 1) : date;\n\n  return zeniDate(result.toDateString());\n};\n\nexport const getNextNthWorkingDay = (\n  date: Date,\n  filterDaysIndex: number[],\n  numberOfWorkingDays: number\n) => {\n  const currentDate = new Date(date.toDateString());\n  const holidaysFormatted = holidays.map((holiday) =>\n    zeniDate(holiday.toDateString()).format(standardFormat)\n  );\n\n  Array(numberOfWorkingDays)\n    .fill(0)\n    .forEach(() => {\n      currentDate.setDate(currentDate.getDate() + 1);\n\n      while (\n        filterDaysIndex.includes(currentDate.getDay()) ||\n        holidaysFormatted.indexOf(\n          zeniDate(currentDate.toDateString()).format(standardFormat)\n        ) != -1\n      ) {\n        currentDate.setDate(currentDate.getDate() + 1);\n      }\n    });\n\n  return currentDate;\n};\n\nexport const getPreviousNthWorkingDay = (\n  date: Date,\n  filterDaysIndex: number[],\n  numberOfWorkingDays: number\n) => {\n  const currentDate = new Date(date.toDateString());\n  const holidaysFormatted = holidays.map((holiday) =>\n    zeniDate(holiday.toDateString()).format(standardFormat)\n  );\n\n  Array(numberOfWorkingDays)\n    .fill(0)\n    .forEach(() => {\n      while (\n        filterDaysIndex.includes(currentDate.getDay()) ||\n        holidaysFormatted.indexOf(\n          zeniDate(currentDate.toDateString()).format(standardFormat)\n        ) != -1\n      ) {\n        currentDate.setDate(currentDate.getDate() - 1);\n      }\n\n      currentDate.setDate(currentDate.getDate() - 1);\n    });\n\n  while (\n    filterDaysIndex.includes(currentDate.getDay()) ||\n    holidaysFormatted.indexOf(\n      zeniDate(currentDate.toDateString()).format(standardFormat)\n    ) != -1\n  ) {\n    currentDate.setDate(currentDate.getDate() - 1);\n  }\n\n  return currentDate;\n};\n\nexport const isHolidayToday = (filterDaysIndex: number[]) => {\n  const holidaysFormatted = holidays.map((holiday) =>\n    zeniDate(holiday.toDateString()).format(standardFormat)\n  );\n\n  const currentDate = new Date();\n\n  return (\n    filterDaysIndex.includes(currentDate.getDay()) ||\n    holidaysFormatted.indexOf(\n      zeniDate(currentDate.toDateString()).format(standardFormat)\n    ) != -1\n  );\n};\n\nexport const filterDays = (date: Date, filterDaysIndex: number[]) => {\n  const formattedDate = zeniDate(date.toDateString()).format(standardFormat);\n\n  return (\n    filterDaysIndex.includes(date.getDay()) === false &&\n    holidaysFormatted.includes(formattedDate) === false\n  );\n};\n\nexport const getYearsList = (\n  startYear = 2000,\n  endYear = new Date().getFullYear()\n) => {\n  let currentYear = endYear;\n  const years: number[] = [];\n\n  while (currentYear >= startYear) {\n    years.push(currentYear--);\n  }\n\n  return years;\n};\n\nconst getHolidaysListPerYear = (year: number): string[] => {\n  return dateHolidays\n    .getHolidays(year)\n    .filter((holiday) => holiday.type === 'public' || holiday.type === 'bank')\n    .map((holiday) => zeniDate(holiday.date).toString());\n};\n\nconst holidaysPerYear: Record<number, string[]> = {\n  [dateNow().year()]: getHolidaysListPerYear(dateNow().year()),\n};\n\n//isHoliday requires date parameter to be simple date Dayjs format, not datetime Dayjs\nexport const isHoliday = (date: ZeniDate): boolean => {\n  const currentYear = date.year();\n  let holidays: string[] = [];\n\n  if (holidaysPerYear[currentYear] != null) {\n    holidays = holidaysPerYear[currentYear];\n  } else {\n    holidays = getHolidaysListPerYear(currentYear);\n    holidaysPerYear[currentYear] = holidays;\n  }\n  return holidays.indexOf(date.toString()) >= 0;\n};\n"]}

package/lib/esm/configureStore.js

@@ -75,3 +75,4 @@ export function injectFeatureModules() {
 export function injectFeatureEpics() {
     return injectFeatureModules();
 }
+//# sourceMappingURL=configureStore.js.map

package/lib/esm/configureStore.js.map

@@ -0,0 +1 @@
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The heavy\n  // code lives in epics (RxJS chains, API calls) which ARE deferred below.\n  const store = createStore(\n    rootReducer,\n    composeEnhancers(applyMiddleware(epicMiddleware))\n  ) as EnhancedStore;\n\n  // Attach epic manager to store for external access\n  store.epicManager = storeEpicManager;\n\n  // Start the dynamic root epic (BehaviorSubject + switchMap)\n  epicMiddleware.run(storeEpicManager.rootEpic);\n\n  // Inject only core epics at startup (24 out of ~526)\n  // Feature epics are loaded lazily via injectFeatureModules()\n  storeEpicManager.setEpic(coreRootEpic);\n\n  return store;\n}\n\n/**\n * Dynamically load and inject ALL feature epics.\n *\n * The full epic tree (~526 epics) is loaded as a separate chunk.\n * `epicManager.setEpic()` replaces core epics with the full epic tree.\n * `switchMap` ensures the previous subscription is cleanly torn down.\n *\n * IMPORTANT: `triggerEarlyApiCalls()` (or any action dispatch) must be\n * chained AFTER this promise resolves. The `switchMap` in epicManager\n * cancels all in-flight operations from core epics when it switches to\n * the full epic tree. If API calls are dispatched before the switch,\n * they get cancelled and never retried (the full epic misses the\n * original dispatch actions).\n *\n * This function is memoized — safe to call multiple times; the chunk\n * is only downloaded once and `setEpic()` is called exactly once.\n *\n * NOTE: Reducer deferral is NOT used because many selectors (getDashboard,\n * getExpenseAutomationView, etc.) destructure state keys directly and crash\n * if they're undefined. The full reducer loads synchronously — it's lightweight\n * (~50KB gzipped). The real performance win is deferring epics (~500KB+ with\n * RxJS chains, API logic, and data transformations).\n */\nlet _featureModulesPromise: Promise<void> | null = null;\n\nexport function injectFeatureModules(): Promise<void> {\n  if (_featureModulesPromise != null) {\n    return _featureModulesPromise;\n  }\n  _featureModulesPromise = import('./epic').then((epicModule) => {\n    storeEpicManager.setEpic(epicModule.default);\n  });\n  return _featureModulesPromise;\n}\n\n/**\n * @deprecated Use `injectFeatureModules()` instead.\n * Kept for backward compatibility during migration.\n */\nexport function injectFeatureEpics(): Promise<void> {\n  return injectFeatureModules();\n}\n"]}

package/lib/esm/coreEpics.js

@@ -61,3 +61,4 @@ fetchNotificationUnreadCountEpic,
 // User profile
 fetchMyProfileEpic, fetchMyProfileViewEpic);
 export default coreRootEpic;
+//# sourceMappingURL=coreEpics.js.map

package/lib/esm/coreEpics.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"coreEpics.js","sourceRoot":"","sources":["../../src/coreEpics.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;GAUG;AACH,OAAO,EAAO,YAAY,EAAC,MAAM,kBAAkB,CAAC;AAEpD,wEAAwE;AACxE,OAAO,EAAC,YAAY,EAAC,MAAM,8BAA8B,CAAC;AAC1D,OAAO,EAAC,qBAAqB,EAAC,MAAM,4CAA4C,CAAC;AACjF,OAAO,EAAC,qBAAqB,EAAC,MAAM,4CAA4C,CAAC;AACjF,OAAO,EAAC,mBAAmB,EAAC,MAAM,0CAA0C,CAAC;AAC7E,OAAO,EAAC,0BAA0B,EAAC,MAAM,iDAAiD,CAAC;AAC3F,OAAO,EAAC,4BAA4B,EAAC,MAAM,mDAAmD,CAAC;AAC/F,OAAO,EAAC,qCAAqC,EAAC,MAAM,4DAA4D,CAAC;AACjH,OAAO,EAAC,yBAAyB,EAAC,MAAM,gDAAgD,CAAC;AACzF,OAAO,EAAC,0BAA0B,EAAC,MAAM,iDAAiD,CAAC;AAC3F,OAAO,EAAC,4BAA4B,EAAC,MAAM,mDAAmD,CAAC;AAC/F,OAAO,EAAC,oBAAoB,EAAC,MAAM,2CAA2C,CAAC;AAC/E,OAAO,EAAC,YAAY,EAAC,MAAM,qCAAqC,CAAC;AACjE,OAAO,EAAC,aAAa,EAAC,MAAM,sCAAsC,CAAC;AACnE,OAAO,EAAC,yBAAyB,EAAC,MAAM,gDAAgD,CAAC;AACzF,wEAAwE;AACxE,OAAO,EAAC,yBAAyB,EAAC,MAAM,2DAA2D,CAAC;AACpG,wEAAwE;AACxE,OAAO,EAAC,+BAA+B,EAAC,MAAM,iEAAiE,CAAC;AAChH,wEAAwE;AACxE,OAAO,EAAC,cAAc,EAAC,MAAM,uEAAuE,CAAC;AACrG,wEAAwE;AACxE,OAAO,EAAC,sBAAsB,EAAC,MAAM,4CAA4C,CAAC;AAClF,OAAO,EAAC,wBAAwB,EAAC,MAAM,kDAAkD,CAAC;AAC1F,wEAAwE;AACxE,OAAO,EAAC,gCAAgC,EAAC,MAAM,gEAAgE,CAAC;AAChH,wEAAwE;AACxE,OAAO,EAAC,kBAAkB,EAAC,MAAM,6CAA6C,CAAC;AAC/E,OAAO,EAAC,sBAAsB,EAAC,MAAM,iDAAiD,CAAC;AACvF,OAAO,EAAC,aAAa,EAAC,MAAM,8CAA8C,CAAC;AAC3E,OAAO,EAAC,WAAW,EAAC,MAAM,4CAA4C,CAAC;AACvE,OAAO,EAAC,aAAa,EAAC,MAAM,8CAA8C,CAAC;AAE3E,2EAA2E;AAC3E,yEAAyE;AACzE,wEAAwE;AACxE,MAAM,YAAY,GAAS,YAAY;AACrC,gBAAgB;AAChB,YAAY,EACZ,qBAAqB,EACrB,YAAY,EACZ,aAAa,EACb,oBAAoB,EACpB,qBAAqB,EACrB,mBAAmB,EACnB,0BAA0B,EAC1B,4BAA4B,EAC5B,qCAAqC,EACrC,yBAAyB,EACzB,0BAA0B,EAC1B,4BAA4B,EAC5B,yBAAyB;AACzB,QAAQ;AACR,yBAAyB;AACzB,gBAAgB;AAChB,+BAA+B;AAC/B,YAAY;AACZ,aAAa,EACb,WAAW,EACX,aAAa,EACb,cAAc;AACd,iBAAiB;AACjB,sBAAsB,EACtB,wBAAwB;AACxB,gBAAgB;AAChB,gCAAgC;AAChC,eAAe;AACf,kBAAkB,EAClB,sBAAsB,CACvB,CAAC;AAEF,eAAe,YAAY,CAAC","sourcesContent":["/**\n * Core epics that must run at startup for the app to initialize.\n *\n * These handle: authentication, tenant loading, user profile,\n * notifications, company config, and toast messages.\n *\n * All other epics (~500) are deferred to after first paint via\n * dynamic import in `injectFeatureEpics()`.\n *\n * 24 core epics out of ~526 total = ~95% of epic code deferred.\n */\nimport {Epic, combineEpics} from 'redux-observable';\n\n// ── Tenant & Auth Epics ──────────────────────────────────────────────\nimport {clearAllEpic} from './entity/tenant/clearAllEpic';\nimport {doMagicLinkSignInEpic} from './entity/tenant/epic/doMagicLinkSignInEpic';\nimport {fetchActiveTenantEpic} from './entity/tenant/epic/fetchActiveTenantEpic';\nimport {fetchAllTenantsEpic} from './entity/tenant/epic/fetchAllTenantsEpic';\nimport {fetchExcludedResourcesEpic} from './entity/tenant/epic/fetchExcludedResourcesEpic';\nimport {fetchExternalConnectionsEpic} from './entity/tenant/epic/fetchExternalConnectionsEpic';\nimport {fetchSubscriptionSummaryForTenantEpic} from './entity/tenant/epic/fetchSubscriptionSummaryForTenantEpic';\nimport {resendVerifyDeviceOTPEpic} from './entity/tenant/epic/resendVerifyDeviceOTPEpic';\nimport {saveExternalConnectionEpic} from './entity/tenant/epic/saveExternalConnectionEpic';\nimport {sendEmailMagicLinkToUserEpic} from './entity/tenant/epic/sendEmailMagicLinkToUserEpic';\nimport {sessionHeartbeatEpic} from './entity/tenant/epic/sessionHeartbeatEpic';\nimport {doSignInEpic} from './entity/tenant/epic/signInUserEpic';\nimport {doSignOutEpic} from './entity/tenant/epic/signOutUserEpic';\nimport {verifyDeviceWithTwoFAEpic} from './entity/tenant/epic/verifyDeviceWithTwoFAEpic';\n// ── Toast Notification Epic ──────────────────────────────────────────\nimport {pushToastNotificationEpic} from './entity/toastNotification/epic/pushToastNotificationEpic';\n// ── Authentication & Collaboration ───────────────────────────────────\nimport {fetchCollaborationAuthTokenEpic} from './view/authenticationView/epics/fetchCollaborationAuthTokenEpic';\n// ── 2FA / OTP Epics ──────────────────────────────────────────────────\nimport {verifyUserEpic} from './view/commonVendorView/vendorView/epics/twoFactorAuth/verifyUserEpic';\n// ── Company Config Epics ─────────────────────────────────────────────\nimport {fetchCompanyConfigEpic} from './view/companyConfigView/companyConfigEpic';\nimport {fetchCompanyMetaDataEpic} from './view/companyView/epic/fetchCompanyMetaDataEpic';\n// ── Notification Badge Epic ──────────────────────────────────────────\nimport {fetchNotificationUnreadCountEpic} from './view/notificationView/epics/fetchNotificationUnreadCountEpic';\n// ── User Profile Epics ───────────────────────────────────────────────\nimport {fetchMyProfileEpic} from './view/settingsView/epic/fetchMyProfileEpic';\nimport {fetchMyProfileViewEpic} from './view/settingsView/epic/fetchMyProfileViewEpic';\nimport {resendOtpEpic} from './view/twoFactorAuthentication/resendOtpEpic';\nimport {sendOtpEpic} from './view/twoFactorAuthentication/sendOtpEpic';\nimport {verifyOtpEpic} from './view/twoFactorAuthentication/verifyOtpEpic';\n\n// Typed as Epic (defaults to Epic<Action, Action, any, any>) rather than a\n// specific action union. Core epics handle a subset of actions; the full\n// RootActionType is only available in the dynamically imported epic.ts.\nconst coreRootEpic: Epic = combineEpics(\n  // Auth & tenant\n  clearAllEpic,\n  doMagicLinkSignInEpic,\n  doSignInEpic,\n  doSignOutEpic,\n  sessionHeartbeatEpic,\n  fetchActiveTenantEpic,\n  fetchAllTenantsEpic,\n  fetchExcludedResourcesEpic,\n  fetchExternalConnectionsEpic,\n  fetchSubscriptionSummaryForTenantEpic,\n  resendVerifyDeviceOTPEpic,\n  saveExternalConnectionEpic,\n  sendEmailMagicLinkToUserEpic,\n  verifyDeviceWithTwoFAEpic,\n  // Toast\n  pushToastNotificationEpic,\n  // Collaboration\n  fetchCollaborationAuthTokenEpic,\n  // 2FA / OTP\n  resendOtpEpic,\n  sendOtpEpic,\n  verifyOtpEpic,\n  verifyUserEpic,\n  // Company config\n  fetchCompanyConfigEpic,\n  fetchCompanyMetaDataEpic,\n  // Notifications\n  fetchNotificationUnreadCountEpic,\n  // User profile\n  fetchMyProfileEpic,\n  fetchMyProfileViewEpic\n);\n\nexport default coreRootEpic;\n"]}

package/lib/esm/entity/account/accountPayload.js

@@ -97,3 +97,4 @@ function mapTaxConfigPayloadToTaxConfig(tax_1099_config) {
         boxType: tax_1099_config.box_type,
     };
 }
+//# sourceMappingURL=accountPayload.js.map

package/lib/esm/entity/account/accountPayload.js.map

@@ -0,0 +1 @@
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{BalancePayload} from '../../commonPayloadTypes/balanceChangePayload';\nimport {COABalanceGroupedPayload} from '../../commonPayloadTypes/coaBalancePayload';\nimport {\n  RecommendationBasePayload,\n  RecommendedAccountBasePayloadWithCOT,\n  toRecommendationBase,\n  toRecommendationBasePayload,\n} from '../../commonPayloadTypes/recommendationPayload';\nimport {StatusPayload} from '../../commonPayloadTypes/statusPayload';\nimport {URLPayload, toURL} from '../../commonPayloadTypes/urlPayload';\nimport {\n  AccountBase,\n  AccountLabel,\n  AccountMetadata,\n  RecommendedAccountBase,\n  RecommendedAccountBaseWithCOT,\n  StatementCloseDay,\n  Tax1099Config,\n  toAccountLabelStrict,\n  toAccountTypeStrict,\n  toReconciliationAccountSource,\n} from './accountState';\n\nexport interface AccountBasePayload {\n  account_id: string;\n  account_name: string;\n  labels: string[];\n\n  account_description?: string | null;\n  account_sub_type?: string | null;\n  account_type?: string | null;\n  coa_id?: string | null;\n  currency_code?: string | null;\n  currency_symbol?: string | null;\n  is_bill_editable_coa_account_type?: boolean | null;\n  is_deleted?: boolean | null;\n  last_4_digits?: string | null;\n  logo?: URLPayload;\n  payment_type?: string | null;\n  payment_type_name?: string | null;\n  qbo_id?: string;\n  reconciliation_source?: string | null;\n  tax_1099_config?: Tax1099ConfigPayload | null;\n}\n\nexport interface Tax1099ConfigPayload {\n  box_type: string | null;\n  expense_type: string | null;\n  is_bank_account: boolean;\n  is_expense_account: boolean;\n  type_1099: string | null;\n}\nexport interface RecommendedAccountBasePayload\n  extends AccountBasePayload, RecommendationBasePayload {\n  account_name_confidence?: number; // Keeping it optional to avoid sending it in put calls\n}\n\nexport const mapAccountBasePayloadToAccountBase = (\n  payload: AccountBasePayload\n): AccountBase => ({\n  accountId: payload.account_id ?? payload.account_name, // note:if account_id is null, use account_name as its ID.\n  accountName: payload.account_name,\n  tax1099Config: mapTaxConfigPayloadToTaxConfig(payload.tax_1099_config),\n  accountType: toAccountTypeStrict(payload.account_type),\n  accountSubType: payload.account_sub_type ?? undefined,\n  accountDescription: payload.account_description ?? '',\n  last4Digits: payload.last_4_digits ?? undefined,\n  logo: payload.logo == null ? undefined : toURL(payload.logo),\n  paymentType: payload.payment_type ?? undefined,\n  paymentTypeName: payload.payment_type_name ?? undefined,\n  qboId: payload.qbo_id ?? undefined,\n  coaId: payload.coa_id ?? undefined,\n  labels: toAccountLabelArray(payload.labels ?? []),\n  reconciliationSource:\n    payload.reconciliation_source == null\n      ? undefined\n      : toReconciliationAccountSource(payload.reconciliation_source),\n  isBillEditableCoaAccountType:\n    payload.is_bill_editable_coa_account_type ?? undefined,\n  isDeleted: payload.is_deleted ?? false,\n});\nexport const mapRecommendedAccountBasePayloadToRecommendedAccountBase = (\n  payload: RecommendedAccountBasePayload\n): RecommendedAccountBase | undefined => {\n  return payload.account_id != null && payload.qbo_id != null\n    ? {\n        accountId: payload.account_id ?? payload.account_name, // note:if account_id is null, use account_name as its ID.\n        accountName: payload.account_name,\n        accountType: toAccountTypeStrict(payload.account_type),\n        accountSubType: payload.account_sub_type ?? undefined,\n        accountDescription: payload.account_description ?? '',\n        last4Digits: payload.last_4_digits ?? undefined,\n        logo: payload.logo == null ? undefined : toURL(payload.logo),\n        qboId: payload.qbo_id ?? undefined,\n        coaId: payload.coa_id ?? '',\n        labels: toAccountLabelArray(payload.labels),\n        accountNameConfidence: payload.account_name_confidence,\n        ...toRecommendationBase(payload),\n      }\n    : undefined;\n};\n\nexport const mapRecommendedAccountBasePayloadWithCOTToRecommendedAccountBaseWithCOT =\n  (\n    payload: RecommendedAccountBasePayloadWithCOT\n  ): RecommendedAccountBaseWithCOT | undefined => {\n    const base =\n      mapRecommendedAccountBasePayloadToRecommendedAccountBase(payload);\n    if (!base) {\n      return undefined;\n    }\n    return {\n      ...base,\n      cot: payload.ai_reasoning?.cot ?? [],\n      reasoning: payload.ai_reasoning?.reasoning ?? '',\n    };\n  };\n\nexport const mapStatementCloseDayPayloadToStatementCloseDay = (\n  payload: string\n): StatementCloseDay => {\n  return payload === 'LAST_DAY_OF_THE_MONTH'\n    ? 'LAST_DAY_OF_THE_MONTH'\n    : parseInt(payload);\n};\n\nexport interface AccountPayload extends AccountBasePayload {\n  assets?: COABalanceGroupedPayload;\n  balance?: BalancePayload;\n  cash_in?: COABalanceGroupedPayload;\n  cash_out?: COABalanceGroupedPayload;\n  cash_position?: COABalanceGroupedPayload;\n  cogs?: COABalanceGroupedPayload;\n  equity?: COABalanceGroupedPayload;\n  expenses?: COABalanceGroupedPayload;\n  financing_activities?: COABalanceGroupedPayload;\n  income?: COABalanceGroupedPayload;\n  investing_activities?: COABalanceGroupedPayload;\n  liabilities?: COABalanceGroupedPayload;\n  operating_activities?: COABalanceGroupedPayload;\n  other_expenses?: COABalanceGroupedPayload;\n  other_income?: COABalanceGroupedPayload;\n  statement_close_day?: string | null;\n  status?: StatusPayload;\n}\n\nexport interface AccountMetadataPayload extends AccountBasePayload {\n  is_sub_account: boolean | null;\n  parent_account_id: string | null;\n}\n\nexport const toAccountPayload = (acc?: AccountBase): AccountBasePayload => ({\n  qbo_id: acc != null ? acc.qboId : '',\n  coa_id: acc != null ? acc.coaId : '',\n  account_id: acc != null ? acc.accountId : '',\n  account_name: acc != null ? acc.accountName : '',\n  labels: acc != null ? acc.labels : [],\n});\nexport const toRecommendedAccountBasePayload = (\n  acc: RecommendedAccountBase\n): RecommendedAccountBasePayload => {\n  return {\n    qbo_id: acc.qboId ?? '',\n    coa_id: acc.coaId ?? '',\n    account_id: acc.accountId ?? '',\n    account_name: acc.accountName ?? '',\n    labels: acc.labels,\n    ...toRecommendationBasePayload(acc),\n  };\n};\n\nconst toAccountLabelArray = (labels: string[]): AccountLabel[] => {\n  const acLabels: AccountLabel[] = [\n    ...(labels\n      .map((label) => toAccountLabelStrict(label))\n      .filter((label) => label != null) as AccountLabel[]),\n  ];\n  return acLabels;\n};\n\nexport const mapAccountMetadataPayloadToAccountMetadata = (\n  payload: AccountMetadataPayload\n): AccountMetadata => ({\n  ...mapAccountBasePayloadToAccountBase(payload),\n  isSubAccount: payload.is_sub_account ?? false,\n  parentAccountId: payload.parent_account_id ?? undefined,\n});\n\nfunction mapTaxConfigPayloadToTaxConfig(\n  tax_1099_config: Tax1099ConfigPayload | undefined | null\n): Tax1099Config | undefined {\n  if (!tax_1099_config) {\n    return undefined;\n  }\n\n  return {\n    isBankAccount: tax_1099_config.is_bank_account,\n    isExpenseAccount: tax_1099_config.is_expense_account,\n    expenseType1099: tax_1099_config.expense_type,\n    type1099: tax_1099_config.type_1099,\n    boxType: tax_1099_config.box_type,\n  };\n}\n"]}

package/lib/esm/entity/account/accountReducer.js

@@ -171,3 +171,4 @@ export const emptyAccount = {
     accountName: '',
     accountDescription: '',
 };
+//# sourceMappingURL=accountReducer.js.map

package/lib/esm/entity/account/accountReducer.js.map

@@ -0,0 +1 @@
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{PayloadAction, createSlice} from '@reduxjs/toolkit';\nimport assignWith from 'lodash/assignWith';\n\nimport {mapBalancePayloadToBalance} from '../../commonPayloadTypes/balanceChangePayload';\nimport {mapCOABalanceGroupedPayloadToCOABalanceGrouped} from '../../commonPayloadTypes/coaBalancePayload';\nimport {mapStatusPayloadToStatus} from '../../commonPayloadTypes/statusPayload';\nimport {AccountMetadataWithBalancesPayload} from '../../commonPayloadTypes/subAccountView/reportBySubAccountPayload';\nimport {\n  COABalanceGroupedByPeriodPayloadV2,\n  mapCOABalanceGroupedByPeriodPayloadV2ToCOABalanceGroupedByPeriod,\n} from '../../commonPayloadTypes/v2/coaBalancePayload';\nimport {CurrencyPayload} from '../../commonPayloadTypes/v2/viewAndReportPayloadv2';\nimport {AccountsViewParentID} from '../../commonStateTypes/accountView/nestedAccountID';\nimport {ClassesViewParentID} from '../../commonStateTypes/classesView/nestedClassID';\nimport {ID, UpdateType} from '../../commonStateTypes/common';\nimport {ProjectsViewParentID} from '../../commonStateTypes/projectView/projectViewParentID';\nimport {ReportIDPlusForecastID} from '../../commonStateTypes/viewAndReport/viewAndReport';\nimport {\n  AccountBasePayload,\n  AccountPayload,\n  mapAccountBasePayloadToAccountBase,\n  mapStatementCloseDayPayloadToStatementCloseDay,\n} from './accountPayload';\nimport {\n  Account,\n  AccountBase,\n  AccountKey,\n  AccountState,\n  StatementCloseDay,\n  getAccountKey,\n} from './accountState';\n\nexport const initialState: AccountState = {\n  accountsByKey: {} as Record<AccountKey, Account>,\n};\n\nconst account = createSlice({\n  name: 'account',\n  initialState,\n  reducers: {\n    updateAccounts: {\n      reducer(\n        draft,\n        action: PayloadAction<\n          AccountPayload[],\n          string,\n          {\n            reportId: ReportIDPlusForecastID;\n            updateType: UpdateType;\n            classesViewParentId?: ClassesViewParentID;\n          }\n        >\n      ) {\n        doUpdateAccounts(\n          draft.accountsByKey,\n          action.payload,\n          action.meta.reportId,\n          action.meta.classesViewParentId,\n          action.meta.updateType\n        );\n      },\n      prepare(\n        payload: AccountPayload[],\n        reportId: ReportIDPlusForecastID,\n        classesViewParentId?: ClassesViewParentID,\n        updateType: UpdateType = 'merge'\n      ) {\n        return {\n          payload,\n          meta: {reportId, classesViewParentId, updateType},\n        };\n      },\n    },\n    updateMultipleSubAccountsWithBalances: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          currencyPayload: CurrencyPayload;\n          reportId: ReportIDPlusForecastID;\n          subAccountWithBalancesListPayloads: AccountMetadataWithBalancesPayload[];\n          timeframe: 'month' | 'quarter' | 'year';\n          updateType: UpdateType;\n        }>\n      ) {\n        doUpdateSubAccountsWithBalances(\n          draft.accountsByKey,\n          action.payload.subAccountWithBalancesListPayloads,\n          action.payload.currencyPayload,\n          action.payload.reportId,\n          action.payload.timeframe,\n          action.payload.updateType\n        );\n      },\n      prepare(\n        subAccountWithBalancesListPayloads: AccountMetadataWithBalancesPayload[],\n        currencyPayload: CurrencyPayload,\n        reportId: ReportIDPlusForecastID,\n        timeframe: 'month' | 'quarter' | 'year',\n        updateType: UpdateType = 'merge'\n      ) {\n        return {\n          payload: {\n            subAccountWithBalancesListPayloads,\n            currencyPayload,\n            reportId,\n            updateType,\n            timeframe,\n          },\n        };\n      },\n    },\n    updateAccountStatementCloseDay(\n      draft,\n      action: PayloadAction<{\n        accountId: ID;\n        reportId: ReportIDPlusForecastID;\n        statementCloseDay: StatementCloseDay;\n      }>\n    ) {\n      const key = getAccountKey(\n        action.payload.reportId,\n        action.payload.accountId\n      );\n      draft.accountsByKey[key].statementCloseDay =\n        action.payload.statementCloseDay;\n    },\n    changeAccountKey(\n      draft,\n      action: PayloadAction<{newKey: AccountKey; oldKey: AccountKey}>\n    ) {\n      const {oldKey, newKey} = action.payload;\n      draft.accountsByKey[newKey] = draft.accountsByKey[oldKey];\n      delete draft.accountsByKey[oldKey];\n    },\n    clearAllAccounts(draft) {\n      draft.accountsByKey = {} as Record<AccountKey, Account>;\n    },\n  },\n});\n\nexport const {\n  updateAccounts,\n  updateMultipleSubAccountsWithBalances,\n  updateAccountStatementCloseDay,\n  changeAccountKey,\n  clearAllAccounts,\n} = account.actions;\nexport default account.reducer;\n\n/**\n * Helper functions.\n */\n\n/**\n * Update accountsById draft.\n * @param draft\n * @param payload\n */\n\nfunction doUpdateAccounts(\n  draft: Record<ID, Account>,\n  payload: AccountPayload[],\n  reportId: ReportIDPlusForecastID,\n  classesViewParentId: ClassesViewParentID | undefined,\n  updateType: UpdateType\n) {\n  payload.forEach((accountPayload) => {\n    const latestAccount = mapAccountPayloadToAccount(\n      accountPayload,\n      reportId,\n      classesViewParentId,\n      undefined\n    );\n    if (latestAccount.key in draft && updateType === 'merge') {\n      assignWith(\n        draft[latestAccount.key],\n        latestAccount,\n        (objValue, srcValue) => (srcValue == null ? objValue : srcValue) // IMPORTANT: replace the value only when source has valid value. Otherwise keep the existing value!\n      );\n    } else {\n      draft[latestAccount.key] = latestAccount;\n    }\n  });\n}\n\nfunction doUpdateSubAccountsWithBalances(\n  draft: Record<ID, Account>,\n  subAccountWithBalancesListPayload: AccountMetadataWithBalancesPayload[],\n  currencyPayload: CurrencyPayload,\n  reportId: ReportIDPlusForecastID,\n  timeframe: 'month' | 'quarter' | 'year',\n  updateType: UpdateType\n) {\n  for (\n    let index = 0;\n    index < subAccountWithBalancesListPayload.length;\n    index++\n  ) {\n    const accountBasePayload =\n      subAccountWithBalancesListPayload[index].accountMetadataPayload;\n    const accountBalancesPayload =\n      subAccountWithBalancesListPayload[index].accountBalancesPayload;\n    const accountViewParentId =\n      subAccountWithBalancesListPayload[index].accountsViewParentID;\n    const classesViewParentId =\n      subAccountWithBalancesListPayload[index].classesViewParentID;\n    const projectsViewParentId =\n      subAccountWithBalancesListPayload[index].projectsViewParentID;\n    doUpdateAccountWithBalancesV2(\n      draft,\n      accountBasePayload,\n      accountBalancesPayload,\n      currencyPayload,\n      reportId,\n      timeframe,\n      classesViewParentId,\n      accountViewParentId,\n      projectsViewParentId,\n      updateType\n    );\n  }\n}\n\nfunction doUpdateAccountWithBalancesV2(\n  draft: Record<ID, Account>,\n  accountBasePayload: AccountBasePayload,\n  accountBalancesPayload: COABalanceGroupedByPeriodPayloadV2,\n  currencyPayload: CurrencyPayload,\n  reportId: ReportIDPlusForecastID,\n  timeframe: 'month' | 'quarter' | 'year',\n  classesViewParentId: ClassesViewParentID | undefined,\n  accountsViewParentId: AccountsViewParentID | undefined,\n  projectsViewParentId: ProjectsViewParentID | undefined,\n  updateType: UpdateType\n) {\n  const key = getAccountKey(\n    reportId,\n    accountBasePayload.account_id,\n    classesViewParentId,\n    accountsViewParentId,\n    projectsViewParentId\n  );\n\n  const balancesByPeriod =\n    mapCOABalanceGroupedByPeriodPayloadV2ToCOABalanceGroupedByPeriod(\n      accountBalancesPayload,\n      currencyPayload,\n      timeframe\n    );\n  if (key in draft && updateType === 'merge') {\n    // only add balances\n    draft[key].balancesByPeriod = Object.assign(\n      {},\n      draft[key].balancesByPeriod,\n      balancesByPeriod\n    );\n  } else {\n    const latestAccount: Account = {\n      ...mapAccountBasePayloadToAccountBase(accountBasePayload),\n      key,\n      accountsViewParentId,\n      classesViewParentId,\n      projectsViewParentId,\n    };\n    latestAccount.balancesByPeriod = balancesByPeriod;\n    draft[latestAccount.key] = latestAccount;\n  }\n}\n\nconst mapAccountPayloadToAccount = (\n  payload: AccountPayload,\n  reportId: ReportIDPlusForecastID,\n  classesViewParentId: ClassesViewParentID | undefined,\n  accountsViewParentId: AccountsViewParentID | undefined\n): Account => ({\n  ...mapAccountBasePayloadToAccountBase(payload),\n  key: getAccountKey(\n    reportId,\n    payload.account_id,\n    classesViewParentId,\n    accountsViewParentId\n  ),\n  classesViewParentId,\n  accountsViewParentId,\n  status:\n    payload.status == null\n      ? undefined\n      : mapStatusPayloadToStatus(payload.status),\n  balance:\n    payload.balance == null\n      ? undefined\n      : mapBalancePayloadToBalance(payload.balance),\n  expenses:\n    payload.expenses == null\n      ? undefined\n      : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.expenses),\n  income:\n    payload.income == null\n      ? undefined\n      : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.income),\n  cogs:\n    payload.cogs == null\n      ? undefined\n      : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.cogs),\n  cashPosition:\n    payload.cash_position == null\n      ? undefined\n      : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.cash_position),\n  cashIn:\n    payload.cash_in == null\n      ? undefined\n      : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.cash_in),\n  cashOut:\n    payload.cash_out == null\n      ? undefined\n      : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.cash_out),\n  otherIncome:\n    payload.other_income == null\n      ? undefined\n      : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.other_income),\n  otherExpenses:\n    payload.other_expenses == null\n      ? undefined\n      : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.other_expenses),\n  equity:\n    payload.equity == null\n      ? undefined\n      : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.equity),\n  assets:\n    payload.assets == null\n      ? undefined\n      : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.assets),\n  liabilities:\n    payload.liabilities == null\n      ? undefined\n      : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.liabilities),\n  operatingActivities:\n    payload.operating_activities == null\n      ? undefined\n      : mapCOABalanceGroupedPayloadToCOABalanceGrouped(\n          payload.operating_activities\n        ),\n  investingActivities:\n    payload.investing_activities == null\n      ? undefined\n      : mapCOABalanceGroupedPayloadToCOABalanceGrouped(\n          payload.investing_activities\n        ),\n  financingActivities:\n    payload.financing_activities == null\n      ? undefined\n      : mapCOABalanceGroupedPayloadToCOABalanceGrouped(\n          payload.financing_activities\n        ),\n  statementCloseDay:\n    payload.statement_close_day == null\n      ? undefined\n      : mapStatementCloseDayPayloadToStatementCloseDay(\n          payload.statement_close_day\n        ),\n  qboId: payload.qbo_id == null ? undefined : payload.qbo_id,\n  coaId: payload.coa_id == null ? undefined : payload.coa_id,\n});\n\nexport const emptyAccount: AccountBase = {\n  labels: [],\n  accountId: '',\n  accountName: '',\n  accountDescription: '',\n};\n"]}

package/lib/esm/entity/account/accountSelector.js

@@ -235,3 +235,4 @@ export const getTransactionFilterAccountOptions = createSelector(
     }
     return { categoryOptions, paymentAccountNames };
 });
+//# sourceMappingURL=accountSelector.js.map

package/lib/esm/entity/account/accountSelector.js.map

@@ -0,0 +1 @@
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{createSelector} from '@reduxjs/toolkit';\nimport flatMap from 'lodash/flatMap';\n\nimport {AccountsViewParentID} from '../../commonStateTypes/accountView/nestedAccountID';\nimport {ClassesViewParentID} from '../../commonStateTypes/classesView/nestedClassID';\nimport {AdditionalBalancesOptions} from '../../commonStateTypes/coaBalance/additionalBalances/getAdditionalBalances';\nimport {getCOABalances} from '../../commonStateTypes/coaBalance/coaBalance';\nimport {COABalancesFilter} from '../../commonStateTypes/coaBalance/coaBalancesFilter';\nimport {sortComparator} from '../../commonStateTypes/coaBalance/sortBalancesByFreeRangeTotal';\nimport {ID} from '../../commonStateTypes/common';\nimport {ProjectsViewParentID} from '../../commonStateTypes/projectView/projectViewParentID';\nimport {EntityOrder} from '../../commonStateTypes/selectorTypes/selectorTypes';\nimport {ReportIDPlusForecastID} from '../../commonStateTypes/viewAndReport/viewAndReport';\nimport {\n  Account,\n  AccountBase,\n  AccountState,\n  AccountType,\n  getAccountKey,\n  isPaymentAccountType,\n} from './accountState';\n\nfunction getCommonAccountFields(\n  accountState: AccountState,\n  id: {\n    accountId: ID;\n    reportId: ReportIDPlusForecastID;\n    accountsViewParentId?: AccountsViewParentID;\n    classesViewParentId?: ClassesViewParentID;\n    projectsViewParentId?: ProjectsViewParentID;\n  }\n) {\n  const key = getAccountKey(\n    id.reportId,\n    id.accountId,\n    id.classesViewParentId,\n    id.accountsViewParentId,\n    id.projectsViewParentId\n  );\n  const account = accountState.accountsByKey[key];\n  if (account == null) {\n    throw new Error(`Account with ${key} doesn't exists`);\n  }\n  return {\n    accountId: account.accountId,\n    accountName: account.accountName,\n    accountType: account.accountType,\n    accountSubType: account.accountSubType,\n    accountDescription: account.accountDescription,\n    last4Digits: account.last4Digits,\n    logo: account.logo,\n    status: account.status,\n    balance: account.balance,\n    statementCloseDay: account.statementCloseDay,\n    qboId: account.qboId,\n    coaId: account.coaId,\n    classesViewParentId: account.classesViewParentId,\n    projectsViewParentId: account.projectsViewParentId,\n    accountsViewParentId: account.accountsViewParentId,\n    labels: account.labels,\n    isBillEditableCoaAccountType: account.isBillEditableCoaAccountType ?? false,\n    isDeleted: account.isDeleted ?? false,\n  };\n}\n\nexport const getAccountBase = (\n  accountState: AccountState,\n  accountId: ID,\n  reportId: ReportIDPlusForecastID\n): AccountBase | undefined => {\n  const key = getAccountKey(reportId, accountId);\n  const account = accountState.accountsByKey[key];\n  if (account == null) {\n    return undefined;\n  }\n  return {\n    accountId: account.accountId,\n    accountName: account.accountName,\n    tax1099Config: account.tax1099Config,\n    accountType: account.accountType,\n    accountSubType: account.accountSubType,\n    accountDescription: account.accountDescription,\n    last4Digits: account.last4Digits,\n    logo: account.logo,\n    qboId: account.qboId,\n    coaId: account.coaId,\n    labels: account.labels,\n    reconciliationSource: account.reconciliationSource,\n  };\n};\n\n/**\n * Transfer-account IDs from the API are resolved under `transfer_accounts`; if that\n * slice is not hydrated yet, fall back to `account_list` so dropdowns still populate.\n */\nexport const getAccountBaseForTransferAccounts = (\n  accountState: AccountState,\n  accountId: ID\n): AccountBase | undefined =>\n  getAccountBase(accountState, accountId, 'transfer_accounts') ??\n  getAccountBase(accountState, accountId, 'account_list');\n\n/**\n * Credit-card-only pool from the transfer-flow accounts API; falls back to `account_list`.\n */\nexport const getAccountBaseForCreditCardTransferAccounts = (\n  accountState: AccountState,\n  accountId: ID\n): AccountBase | undefined =>\n  getAccountBase(accountState, accountId, 'credit_card_transfer_accounts') ??\n  getAccountBase(accountState, accountId, 'account_list');\n\nexport function getAccount(\n  accountState: AccountState,\n  id: {\n    accountId: ID;\n    reportId: ReportIDPlusForecastID;\n    accountsViewParentId?: AccountsViewParentID;\n    classesViewParentId?: ClassesViewParentID;\n    projectsViewParentId?: ProjectsViewParentID;\n  },\n  filter: COABalancesFilter,\n  additionalBalancesOptions?: AdditionalBalancesOptions\n) {\n  const key = getAccountKey(\n    id.reportId,\n    id.accountId,\n    id.classesViewParentId,\n    id.accountsViewParentId,\n    id.projectsViewParentId\n  );\n  const account = accountState.accountsByKey[key];\n  if (account == null) {\n    throw new Error(`Account with ${key} doesn't exists`);\n  }\n\n  const balancesInTimeframe = getCOABalances(\n    account.balancesByPeriod,\n    filter,\n    additionalBalancesOptions\n  );\n  const expensesInTimeframe = getCOABalances(account.expenses, filter);\n  const incomeInTimeframe = getCOABalances(account.income, filter);\n  const cogsInTimeframe = getCOABalances(account.cogs, filter);\n  const cashPositionInTimeframe = getCOABalances(account.cashPosition, filter);\n  const cashInInTimeframe = getCOABalances(account.cashIn, filter);\n  const cashOutInTimeframe = getCOABalances(account.cashOut, filter);\n  const otherIncomeInTimeframe = getCOABalances(account.otherIncome, filter);\n  const otherExpensesInTimeframe = getCOABalances(\n    account.otherExpenses,\n    filter\n  );\n  const equityInTimeframe = getCOABalances(\n    account.equity,\n    filter,\n    additionalBalancesOptions\n  );\n  const assetsInTimeframe = getCOABalances(\n    account.assets,\n    filter,\n    additionalBalancesOptions\n  );\n  const liabilitiesInTimeframe = getCOABalances(\n    account.liabilities,\n    filter,\n    additionalBalancesOptions\n  );\n  const operatingActivitiesInTimeframe = getCOABalances(\n    account.operatingActivities,\n    filter\n  );\n  const investingActivitiesInTimeframe = getCOABalances(\n    account.investingActivities,\n    filter\n  );\n  const financingActivitiesInTimeframe = getCOABalances(\n    account.financingActivities,\n    filter\n  );\n\n  return {\n    ...getCommonAccountFields(accountState, id),\n    filter,\n    balancesInTimeframe,\n    expensesInTimeframe,\n    incomeInTimeframe,\n    cogsInTimeframe,\n    cashPositionInTimeframe,\n    cashInInTimeframe,\n    cashOutInTimeframe,\n    otherIncomeInTimeframe,\n    otherExpensesInTimeframe,\n    equityInTimeframe,\n    assetsInTimeframe,\n    liabilitiesInTimeframe,\n    operatingActivitiesInTimeframe,\n    investingActivitiesInTimeframe,\n    financingActivitiesInTimeframe,\n  };\n}\n\nexport function getAccountWithBalance(\n  accountState: AccountState,\n  id: {\n    accountId: ID;\n    reportId: ReportIDPlusForecastID;\n    accountsViewParentId?: AccountsViewParentID;\n    classesViewParentId?: ClassesViewParentID;\n    projectsViewParentId?: ProjectsViewParentID;\n  }\n) {\n  return {\n    ...getCommonAccountFields(accountState, id),\n  };\n}\n\nexport type AccountReport = ReturnType<typeof getAccount>;\n\nexport type AccountWithBalanceReport = ReturnType<typeof getAccountWithBalance>;\n\nexport const getAccountsOrdered = (\n  filter: COABalancesFilter,\n  accountState: AccountState,\n  id: {\n    accountIDs: ID[];\n    reportId: ReportIDPlusForecastID;\n    accountsViewParentId?: AccountsViewParentID;\n    classesViewParentId?: ClassesViewParentID;\n    projectsViewParentId?: ProjectsViewParentID;\n  },\n  orderBy:\n    | 'balance'\n    | 'expenses'\n    | 'income'\n    | 'cogs'\n    | 'cashPosition'\n    | 'cashIn'\n    | 'cashOut'\n    | 'otherIncome'\n    | 'otherExpenses'\n    | 'equity'\n    | 'assets'\n    | 'liabilities'\n    | 'operating_activities'\n    | 'investing_activities'\n    | 'financing_activities',\n  order: EntityOrder = 'last_balance_descending'\n) =>\n  id.accountIDs\n    .map((accountId) =>\n      getAccount(\n        accountState,\n        {\n          accountId,\n          reportId: id.reportId,\n          classesViewParentId: id.classesViewParentId,\n          accountsViewParentId: id.accountsViewParentId,\n          projectsViewParentId: id.projectsViewParentId,\n        },\n        filter\n      )\n    )\n    .sort((a, b) => {\n      switch (orderBy) {\n        case 'balance':\n          if (order === 'balances_total_descending') {\n            return (\n              (b.balance?.available.amount ?? 0) -\n              (a.balance?.available.amount ?? 0)\n            );\n          } else if (order === 'balances_total_ascending') {\n            return (\n              (a.balance?.available.amount ?? 0) -\n              (b.balance?.available.amount ?? 0)\n            );\n          } else {\n            return 0;\n          }\n        case 'expenses':\n          return sortComparator(\n            a.expensesInTimeframe,\n            b.expensesInTimeframe,\n            filter.balancesRange.orderBy,\n            order\n          );\n        case 'income':\n          return sortComparator(\n            a.incomeInTimeframe,\n            b.incomeInTimeframe,\n            filter.balancesRange.orderBy,\n            order\n          );\n        case 'cogs':\n          return sortComparator(\n            a.cogsInTimeframe,\n            b.cogsInTimeframe,\n            filter.balancesRange.orderBy,\n            order\n          );\n        case 'cashPosition':\n          return sortComparator(\n            a.cashPositionInTimeframe,\n            b.cashPositionInTimeframe,\n            filter.balancesRange.orderBy,\n            order\n          );\n        case 'cashIn':\n          return sortComparator(\n            a.cashInInTimeframe,\n            b.cashInInTimeframe,\n            filter.balancesRange.orderBy,\n            order\n          );\n        case 'cashOut':\n          return sortComparator(\n            a.cashOutInTimeframe,\n            b.cashOutInTimeframe,\n            filter.balancesRange.orderBy,\n            order\n          );\n        case 'otherIncome':\n          return sortComparator(\n            a.otherIncomeInTimeframe,\n            b.otherIncomeInTimeframe,\n            filter.balancesRange.orderBy,\n            order\n          );\n        case 'otherExpenses':\n          return sortComparator(\n            a.otherExpensesInTimeframe,\n            b.otherExpensesInTimeframe,\n            filter.balancesRange.orderBy,\n            order\n          );\n        case 'equity':\n          return sortComparator(\n            a.equityInTimeframe,\n            b.equityInTimeframe,\n            filter.balancesRange.orderBy,\n            order\n          );\n        case 'assets':\n          return sortComparator(\n            a.assetsInTimeframe,\n            b.assetsInTimeframe,\n            filter.balancesRange.orderBy,\n            order\n          );\n        case 'liabilities':\n          return sortComparator(\n            a.liabilitiesInTimeframe,\n            b.liabilitiesInTimeframe,\n            filter.balancesRange.orderBy,\n            order\n          );\n        case 'operating_activities':\n          return sortComparator(\n            a.operatingActivitiesInTimeframe,\n            b.operatingActivitiesInTimeframe,\n            filter.balancesRange.orderBy,\n            order\n          );\n        case 'investing_activities':\n          return sortComparator(\n            a.investingActivitiesInTimeframe,\n            b.investingActivitiesInTimeframe,\n            filter.balancesRange.orderBy,\n            order\n          );\n        case 'financing_activities':\n          return sortComparator(\n            a.financingActivitiesInTimeframe,\n            b.financingActivitiesInTimeframe,\n            filter.balancesRange.orderBy,\n            order\n          );\n      }\n    });\n\nexport const getAccountsByType = (\n  accountState: AccountState,\n  accountTypes: AccountType[]\n): Partial<Record<AccountType, Account[]>> => {\n  const accountsByType: Partial<Record<AccountType, Account[]>> = {};\n\n  accountTypes.forEach((accountType: AccountType) => {\n    accountsByType[accountType] = Object.values(\n      accountState.accountsByKey\n    ).filter((account) => account.accountType === accountType);\n  });\n\n  return accountsByType;\n};\n\nexport const getAccountIdsForTypes = (\n  accountState: AccountState,\n  accountTypes: AccountType[]\n): ID[] => {\n  const allAccountsByType = getAccountsByType(accountState, accountTypes);\n\n  let allAccountIdsForTypes: ID[] = [];\n\n  accountTypes.forEach((accountType) => {\n    if (allAccountsByType[accountType] != null) {\n      allAccountIdsForTypes = [\n        ...allAccountIdsForTypes,\n        ...flatMap(allAccountsByType[accountType], (value) => value.accountId),\n      ];\n    }\n  });\n\n  return allAccountIdsForTypes;\n};\n\nexport const getAccountIdsForLabels = (\n  accountState: AccountState,\n  labels: string[]\n): ID[] => {\n  const allAccountIdsForLabels: ID[] = [];\n\n  Object.entries(accountState.accountsByKey).forEach(([, account]) => {\n    for (let i = 0; i < account.labels.length; i++) {\n      if (labels.includes(account.labels[i])) {\n        allAccountIdsForLabels.push(account.accountId);\n      }\n    }\n  });\n\n  return allAccountIdsForLabels;\n};\n\n/**\n * Returns all accounts currently in state (single pass over accountsByKey).\n * Use for dropdowns that need account names and types; map to\n * { accountId, accountName, accountType } as needed.\n */\nexport const getAllAccounts = (accountState: AccountState): Account[] =>\n  Object.values(accountState.accountsByKey);\n\nexport interface AccountFilterOption {\n  accountId: ID;\n  accountName: string;\n  accountType: AccountType;\n}\n\n/**\n * Partitions accounts for transaction filter dropdowns: bank/credit_card → paymentAccountNames,\n * all other account types → categoryOptions. Use for payment_account_name and category filter options.\n *\n * Memoised via `createSelector` so the composite `{categoryOptions,\n * paymentAccountNames}` keeps a stable identity across Redux dispatches that\n * don't change account data. Without this, every consumer using\n * `useSelector(state => getTransactionFilterAccountOptions(state.accountState))`\n * would re-render on every dispatch (the inline call returns a fresh outer\n * object each time, defeating reference equality).\n */\nexport const getTransactionFilterAccountOptions: (\n  accountState: AccountState\n) => {\n  categoryOptions: AccountFilterOption[];\n  paymentAccountNames: AccountFilterOption[];\n} = createSelector(\n  // Key the memo on the underlying `accountsByKey` record rather than on\n  // `getAllAccounts` output: the latter returns a fresh `Object.values(...)`\n  // array on every call, which would defeat reselect's reference-equality\n  // check and re-run the projection on every dispatch.\n  [(accountState: AccountState) => accountState.accountsByKey],\n  (accountsByKey) => {\n    const accounts = Object.values(accountsByKey);\n    const paymentAccountNames: AccountFilterOption[] = [];\n    const categoryOptions: AccountFilterOption[] = [];\n    for (const account of accounts) {\n      if (account.accountType == null) {\n        continue;\n      }\n      const option: AccountFilterOption = {\n        accountId: account.accountId,\n        accountName: account.accountName,\n        accountType: account.accountType,\n      };\n      if (isPaymentAccountType(account.accountType)) {\n        paymentAccountNames.push(option);\n      } else {\n        categoryOptions.push(option);\n      }\n    }\n    return {categoryOptions, paymentAccountNames};\n  }\n);\n"]}

package/lib/esm/entity/account/accountState.js

@@ -69,3 +69,4 @@ export function getAccountKey(reportIdUniqueKey, accountId, classesViewParentId,
 const ALL_RECONCILIATION_ACCOUNT_SOURCES = ['plaid', 'bank_statement'];
 export const toReconciliationAccountSource = (v) => stringToUnion(v, ALL_RECONCILIATION_ACCOUNT_SOURCES);
 export const toReconciliationAccountSourceStrict = (v) => stringToUnionStrict(v ?? '', ALL_RECONCILIATION_ACCOUNT_SOURCES);
+//# sourceMappingURL=accountState.js.map

package/lib/esm/entity/account/accountState.js.map

@@ -0,0 +1 @@
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'', ALL_ACCOUNT_TYPES);\n\n/** Account types used for payment-account filters (e.g. transaction filter \"payment account name\"). */\nexport const PAYMENT_ACCOUNT_TYPES = ['bank', 'credit_card'] as const;\nexport type PaymentAccountType = (typeof PAYMENT_ACCOUNT_TYPES)[number];\n\nexport function isPaymentAccountType(\n  accountType: AccountType | undefined\n): accountType is PaymentAccountType {\n  return (\n    accountType != null &&\n    (PAYMENT_ACCOUNT_TYPES as readonly string[]).includes(accountType)\n  );\n}\n\nexport type UncategorizedAccountTypes = 'expense' | 'income';\n\nconst ALL_ACCOUNT_LABELS = [\n  'uncategorized_income',\n  'uncategorized_expense',\n  'prepaid_expenses',\n  'fixed_assets',\n  'bank_charges_and_fees',\n  'travel_transportation',\n  'accrued_expenses',\n] as const;\n\n// eslint-disable-next-line @typescript-eslint/no-unused-vars\nconst toAccountLabel = (v: string) => stringToUnion(v, ALL_ACCOUNT_LABELS);\nexport type AccountLabel = ReturnType<typeof toAccountLabel>;\nexport const toAccountLabelStrict = (\n  v: string | null | undefined\n): AccountLabel | undefined => stringToUnionStrict(v ?? '', ALL_ACCOUNT_LABELS);\n\nexport function getAccountKey(\n  reportIdUniqueKey: ReportIDPlusForecastID,\n  accountId: ID,\n  classesViewParentId?: ClassesViewParentID,\n  accountsViewParentId?: AccountsViewParentID,\n  projectsViewParentId?: ProjectsViewParentID\n) {\n  if (projectsViewParentId != null) {\n    return `${projectsViewParentId.sectionId}-${projectsViewParentId.projectId}-${accountId}-${reportIdUniqueKey}` as const;\n  }\n  if (classesViewParentId != null && accountsViewParentId == null) {\n    return `${classesViewParentId.sectionId}-${\n      classesViewParentId.parentClassId != null\n        ? getNestedClassIDStr(classesViewParentId.parentClassId)\n        : ''\n    }-${accountId}-${reportIdUniqueKey}` as const;\n  }\n  if (classesViewParentId == null && accountsViewParentId != null) {\n    return `${accountsViewParentId.sectionId}-${\n      accountsViewParentId.parentAccountId != null\n        ? getNestedAccountIDStr(accountsViewParentId.parentAccountId)\n        : ''\n    }-${accountId}-${reportIdUniqueKey}` as const;\n  }\n\n  if (classesViewParentId != null && accountsViewParentId != null) {\n    return `${classesViewParentId.sectionId}-${\n      classesViewParentId.parentClassId != null\n        ? getNestedClassIDStr(classesViewParentId.parentClassId)\n        : ''\n    }-${accountsViewParentId.sectionId}-${\n      accountsViewParentId.parentAccountId != null\n        ? getNestedAccountIDStr(accountsViewParentId.parentAccountId)\n        : ''\n    }-${accountId}-${reportIdUniqueKey}` as const;\n  }\n  return `${accountId}-${reportIdUniqueKey}` as const;\n}\nexport type AccountKey = ReturnType<typeof getAccountKey>;\n\nconst ALL_RECONCILIATION_ACCOUNT_SOURCES = ['plaid', 'bank_statement'] as const;\nexport const toReconciliationAccountSource = (v: string) =>\n  stringToUnion(v, ALL_RECONCILIATION_ACCOUNT_SOURCES);\nexport type ReconciliationAccountSourceType = ReturnType<\n  typeof toReconciliationAccountSource\n>;\nexport const toReconciliationAccountSourceStrict = (\n  v: string | null | undefined\n): ReconciliationAccountSourceType | undefined =>\n  stringToUnionStrict(v ?? '', ALL_RECONCILIATION_ACCOUNT_SOURCES);\n\nexport interface AccountState {\n  accountsByKey: Record<AccountKey, Account>;\n}\n\nexport type StatementCloseDay = number | 'LAST_DAY_OF_THE_MONTH';\n\nexport interface Tax1099Config {\n  boxType: string | null;\n  expenseType1099: string | null;\n  isBankAccount: boolean;\n  isExpenseAccount: boolean;\n  type1099: string | null;\n}\n\nexport interface AccountBase {\n  accountDescription: string;\n  accountId: ID;\n  accountName: string;\n  labels: AccountLabel[];\n\n  accountSubType?: string;\n  accountType?: AccountType;\n  coaId?: ID;\n  isBillEditableCoaAccountType?: boolean; // whether the account is editable in qbo or not\n  isDeleted?: boolean; // is the account deleted in qbo\n  isPreFilled?: boolean; // whether the account is pre-filled from the recommendations\n  last4Digits?: string;\n  logo?: ZeniUrl;\n  paymentType?: string;\n  paymentTypeName?: string;\n  qboId?: ID;\n  reconciliationSource?: ReconciliationAccountSourceType;\n  tax1099Config?: Tax1099Config;\n}\nexport interface RecommendedAccountBase\n  extends AccountBase, RecommendationBase {\n  accountNameConfidence?: number;\n}\n\nexport interface RecommendedAccountBaseWithCOT extends RecommendedAccountBase {\n  cot: string[];\n  reasoning: string;\n}\n\nexport interface Account extends AccountBase {\n  key: AccountKey;\n  accountsViewParentId?: AccountsViewParentID;\n  assets?: COABalanceGrouped;\n  balance?: Balance;\n  balancesByPeriod?: COABalanceGroupedByPeriod;\n  cashIn?: COABalanceGrouped;\n  cashOut?: COABalanceGrouped;\n  cashPosition?: COABalanceGrouped;\n  classesViewParentId?: ClassesViewParentID;\n  cogs?: COABalanceGrouped;\n  equity?: COABalanceGrouped;\n  expenses?: COABalanceGrouped;\n  financingActivities?: COABalanceGrouped;\n  income?: COABalanceGrouped;\n  investingActivities?: COABalanceGrouped;\n  liabilities?: COABalanceGrouped;\n  operatingActivities?: COABalanceGrouped;\n  otherExpenses?: COABalanceGrouped;\n  otherIncome?: COABalanceGrouped;\n  projectsViewParentId?: ProjectsViewParentID;\n  statementCloseDay?: StatementCloseDay;\n  status?: Status;\n}\n\nexport interface AccountMetadata extends AccountBase {\n  isSubAccount: boolean;\n  parentAccountId: ID | undefined;\n}\n"]}

package/lib/esm/entity/account/pickAndMergeForecastAccountReport.js

@@ -97,3 +97,4 @@ function cloneAccountWithZeroBalance(account) {
     return clonedAccount;
 }
 export const cloneAccountsWithZeroBalance = (accounts) => accounts.map((account) => cloneAccountWithZeroBalance(account));
+//# sourceMappingURL=pickAndMergeForecastAccountReport.js.map

package/lib/esm/entity/account/pickAndMergeForecastAccountReport.js.map

@@ -0,0 +1 @@
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:["import differenceBy from 'lodash/differenceBy';\n\nimport {isEqualNestedAccountId} from '../../commonStateTypes/accountView/nestedAccountID';\nimport {\n  cloneAndResetBalanceSlice,\n  pickAndMergeForecast,\n} from '../../commonStateTypes/coaBalance/pickAndMergeForecast';\nimport {AccountReport} from './accountSelector';\nimport {NestedAccountReport} from './subAccountSelector';\n\nexport function pickAndMergeForecastAccountReport(\n  reportA: AccountReport,\n  reportF: AccountReport\n): AccountReport {\n  const reportResult: AccountReport = Object.assign({}, reportA);\n  reportResult.cashPositionInTimeframe = pickAndMergeForecast(\n    reportA.cashPositionInTimeframe,\n    reportF.cashPositionInTimeframe\n  );\n  reportResult.expensesInTimeframe = pickAndMergeForecast(\n    reportA.expensesInTimeframe,\n    reportF.expensesInTimeframe\n  );\n  reportResult.incomeInTimeframe = pickAndMergeForecast(\n    reportA.incomeInTimeframe,\n    reportF.incomeInTimeframe\n  );\n  reportResult.cogsInTimeframe = pickAndMergeForecast(\n    reportA.cogsInTimeframe,\n    reportF.cogsInTimeframe\n  );\n  reportResult.cashInInTimeframe = pickAndMergeForecast(\n    reportA.cashInInTimeframe,\n    reportF.cashInInTimeframe\n  );\n  reportResult.cashOutInTimeframe = pickAndMergeForecast(\n    reportA.cashOutInTimeframe,\n    reportF.cashOutInTimeframe\n  );\n  reportResult.otherIncomeInTimeframe = pickAndMergeForecast(\n    reportA.otherIncomeInTimeframe,\n    reportF.otherIncomeInTimeframe\n  );\n  reportResult.otherExpensesInTimeframe = pickAndMergeForecast(\n    reportA.otherExpensesInTimeframe,\n    reportF.otherExpensesInTimeframe\n  );\n  reportResult.equityInTimeframe = pickAndMergeForecast(\n    reportA.equityInTimeframe,\n    reportF.equityInTimeframe\n  );\n  reportResult.assetsInTimeframe = pickAndMergeForecast(\n    reportA.assetsInTimeframe,\n    reportF.assetsInTimeframe\n  );\n  reportResult.liabilitiesInTimeframe = pickAndMergeForecast(\n    reportA.liabilitiesInTimeframe,\n    reportF.liabilitiesInTimeframe\n  );\n  reportResult.operatingActivitiesInTimeframe = pickAndMergeForecast(\n    reportA.operatingActivitiesInTimeframe,\n    reportF.operatingActivitiesInTimeframe\n  );\n  reportResult.investingActivitiesInTimeframe = pickAndMergeForecast(\n    reportA.investingActivitiesInTimeframe,\n    reportF.investingActivitiesInTimeframe\n  );\n  reportResult.financingActivitiesInTimeframe = pickAndMergeForecast(\n    reportA.financingActivitiesInTimeframe,\n    reportF.financingActivitiesInTimeframe\n  );\n  reportResult.balancesInTimeframe = pickAndMergeForecast(\n    reportA.balancesInTimeframe,\n    reportF.balancesInTimeframe\n  );\n  return reportResult;\n}\n\nexport function pickAndMergeForecastAccounts(\n  accountsA: AccountReport[],\n  accountsF: AccountReport[]\n): AccountReport[] {\n  const resultAccounts: AccountReport[] = [];\n  const forecastOnlyAccounts: AccountReport[] = differenceBy(\n    accountsF,\n    accountsA,\n    'accountId'\n  );\n  const zeroActualsAccounts: AccountReport[] = forecastOnlyAccounts.map(\n    (account) => cloneAccountWithZeroBalance(account)\n  );\n  const targetAccountsA: AccountReport[] = [\n    ...accountsA,\n    ...zeroActualsAccounts,\n  ];\n  targetAccountsA.forEach((accountA) => {\n    const matchingAccountF = accountsF.find(\n      (accountF) => accountF.accountId === accountA.accountId\n    );\n    if (matchingAccountF != null) {\n      resultAccounts.push(\n        pickAndMergeForecastAccountReport(accountA, matchingAccountF)\n      );\n    } else {\n      resultAccounts.push(accountA);\n    }\n  });\n\n  return resultAccounts;\n}\n\nexport function pickAndMergeForecastNestedAccounts(\n  nestedAccountsA: NestedAccountReport[],\n  nestedAccountsF: NestedAccountReport[]\n): NestedAccountReport[] {\n  const nestedResultAccounts: NestedAccountReport[] = [];\n  nestedAccountsA.forEach((nestedChildA) => {\n    // find forecast account in nestedAccountsF children\n    const nestedChildF = nestedAccountsF.find((childF) =>\n      isEqualNestedAccountId(childF.id, nestedChildA.id)\n    );\n    if (nestedChildF != null) {\n      const nestedResultAccount = pickAndMergeForecastNestedAccount(\n        nestedChildA,\n        nestedChildF\n      );\n      nestedResultAccounts.push(nestedResultAccount);\n    } else {\n      nestedResultAccounts.push(nestedChildA);\n    }\n  });\n\n  return nestedResultAccounts;\n}\n\nfunction pickAndMergeForecastNestedAccount(\n  nestedAccountsA: NestedAccountReport,\n  nestedAccountsF: NestedAccountReport\n): NestedAccountReport {\n  const accountsA = nestedAccountsA.account;\n  const accountsF = nestedAccountsF.account;\n\n  const mergedAccounts = pickAndMergeForecastAccounts([accountsA], [accountsF]);\n\n  return {\n    ...nestedAccountsA,\n    account: mergedAccounts[0],\n    children: pickAndMergeForecastNestedAccounts(\n      nestedAccountsA.children,\n      nestedAccountsF.children\n    ),\n  };\n}\n\nexport function cloneAndResetNestedAccount(\n  accountReport: NestedAccountReport\n): NestedAccountReport {\n  const clonedAccount = {\n    ...accountReport,\n    account: cloneAccountWithZeroBalance(accountReport.account),\n    children: accountReport.children.map((accChild) =>\n      cloneAndResetNestedAccount(accChild)\n    ),\n  };\n\n  return clonedAccount;\n}\n\n/**\n * Clones the given account, and sets all balances to Zero in the cloned account\n * @param account\n * @returns cloned account with zero balances\n */\nfunction cloneAccountWithZeroBalance(account: AccountReport): AccountReport {\n  const clonedAccount = Object.assign({}, account); //Note: Just shallow copy is enough because the balances are clonedDeep.\n  clonedAccount.balancesInTimeframe = cloneAndResetBalanceSlice(\n    clonedAccount.balancesInTimeframe\n  );\n  clonedAccount.cashPositionInTimeframe = cloneAndResetBalanceSlice(\n    clonedAccount.cashPositionInTimeframe\n  );\n  clonedAccount.expensesInTimeframe = cloneAndResetBalanceSlice(\n    clonedAccount.expensesInTimeframe\n  );\n  clonedAccount.incomeInTimeframe = cloneAndResetBalanceSlice(\n    clonedAccount.incomeInTimeframe\n  );\n  clonedAccount.cogsInTimeframe = cloneAndResetBalanceSlice(\n    clonedAccount.cogsInTimeframe\n  );\n  clonedAccount.cashInInTimeframe = cloneAndResetBalanceSlice(\n    clonedAccount.cashInInTimeframe\n  );\n  clonedAccount.cashOutInTimeframe = cloneAndResetBalanceSlice(\n    clonedAccount.cashOutInTimeframe\n  );\n  clonedAccount.otherIncomeInTimeframe = cloneAndResetBalanceSlice(\n    clonedAccount.otherIncomeInTimeframe\n  );\n  clonedAccount.otherExpensesInTimeframe = cloneAndResetBalanceSlice(\n    clonedAccount.otherExpensesInTimeframe\n  );\n  clonedAccount.equityInTimeframe = cloneAndResetBalanceSlice(\n    clonedAccount.equityInTimeframe\n  );\n  clonedAccount.assetsInTimeframe = cloneAndResetBalanceSlice(\n    clonedAccount.assetsInTimeframe\n  );\n  clonedAccount.liabilitiesInTimeframe = cloneAndResetBalanceSlice(\n    clonedAccount.liabilitiesInTimeframe\n  );\n  clonedAccount.operatingActivitiesInTimeframe = cloneAndResetBalanceSlice(\n    clonedAccount.operatingActivitiesInTimeframe\n  );\n  clonedAccount.investingActivitiesInTimeframe = cloneAndResetBalanceSlice(\n    clonedAccount.investingActivitiesInTimeframe\n  );\n  clonedAccount.financingActivitiesInTimeframe = cloneAndResetBalanceSlice(\n    clonedAccount.financingActivitiesInTimeframe\n  );\n\n  return clonedAccount;\n}\n\nexport const cloneAccountsWithZeroBalance = (accounts: AccountReport[]) =>\n  accounts.map((account) => cloneAccountWithZeroBalance(account));\n"]}

package/lib/esm/entity/account/subAccountSelector.js

@@ -56,3 +56,4 @@ export const sortNestedAccounts = (accounts, filter, order = 'last_balance_desce
         return sortComparatorWithTotals(a.balancesInTimeframe, b.balancesInTimeframe, filter.balancesRange.orderBy, order);
     });
 };
+//# sourceMappingURL=subAccountSelector.js.map

package/lib/esm/entity/account/subAccountSelector.js.map

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// isLeafAccount === children.length === 0\n}\n\n/**\n * This function helps build the nested account report for a given account in a section/account group\n *  in a report\n */\nexport const getNestedAccountReportForAccount = (\n  accountState: AccountState,\n  id: {\n    accountIdHierarchy: NestedAccountIDHierarchy;\n    reportId: ReportIDPlusForecastID;\n    accountsViewParentId?: AccountsViewParentID;\n    classesViewParentId?: ClassesViewParentID;\n    projectsViewParentId?: ProjectsViewParentID;\n  },\n  filter: COABalancesFilter,\n  accountHasSiblings: boolean,\n  additionalBalancesOptions?: AdditionalBalancesOptions\n): NestedAccountReport | undefined => {\n  const newFilter: COABalancesFilter = {\n    firstMonthOfFY: filter.firstMonthOfFY,\n    timeframe: filter.timeframe,\n    additionalBalances: filter.additionalBalances,\n    balancesRange: filter.balancesRange,\n  };\n  const accountReport = getAccount(\n    accountState,\n    {\n      accountId: id.accountIdHierarchy.id[0],\n      reportId: id.reportId,\n      classesViewParentId: id.classesViewParentId,\n      accountsViewParentId: id.accountsViewParentId,\n      projectsViewParentId: id.projectsViewParentId,\n    },\n    newFilter,\n    additionalBalancesOptions\n  );\n  if (accountReport == null) {\n    return undefined;\n  }\n\n  const childrenReports: NestedAccountReport[] = [];\n\n  id.accountIdHierarchy.children.forEach((childAccount) => {\n    const report = getNestedAccountReportForAccount(\n      accountState,\n      {\n        reportId: id.reportId,\n        accountIdHierarchy: childAccount,\n        classesViewParentId: id.classesViewParentId,\n        projectsViewParentId: id.projectsViewParentId,\n        accountsViewParentId:\n          id.accountsViewParentId != null\n            ? {\n                parentAccountId: id.accountIdHierarchy.id,\n                sectionId: id.accountsViewParentId.sectionId,\n              }\n            : undefined,\n      },\n      filter,\n      id.accountIdHierarchy.children.length > 1,\n      additionalBalancesOptions\n    );\n    if (report != null) {\n      childrenReports.push(report);\n    }\n  });\n\n  // sort the children accounts based on their totals.\n  const sortedChildren = sortNestedAccounts(childrenReports, filter);\n\n  return {\n    id: id.accountIdHierarchy.id,\n    account: accountReport,\n    isLeafAccount: id.accountIdHierarchy.children.length === 0,\n    children: sortedChildren,\n    hasSiblings: accountHasSiblings,\n  };\n};\n\nexport const sortNestedAccounts = (\n  accounts: NestedAccountReport[],\n  filter: COABalancesFilter,\n  order: EntityOrder = 'last_balance_descending'\n) => {\n  return accounts.sort((aAccount, bAccount) => {\n    const a = aAccount.account;\n    const b = bAccount.account;\n    return sortComparatorWithTotals(\n      a.balancesInTimeframe,\n      b.balancesInTimeframe,\n      filter.balancesRange.orderBy,\n      order\n    );\n  });\n};\n"]}

package/lib/esm/entity/accountGroup/accountGroupPayload.js

@@ -1 +1,2 @@
 export {};
+//# sourceMappingURL=accountGroupPayload.js.map

package/lib/esm/entity/accountGroup/accountGroupPayload.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"accountGroupPayload.js","sourceRoot":"","sources":["../../../../src/entity/accountGroup/accountGroupPayload.ts"],"names":[],"mappings":"","sourcesContent":["import {COABalanceGroupedPayload} from '../../commonPayloadTypes/coaBalancePayload';\nimport {ID} from '../../commonStateTypes/common';\n\nexport interface AccountGroupMetadataPayload {\n  account_group_id: string;\n  account_group_name: string;\n  account_group_type: string;\n  is_sub_account_group_false?: boolean | null;\n  parent_account_group_id?: string | null;\n}\n\nexport interface AccountGroupPayload extends AccountGroupMetadataPayload {\n  account_ids: ID[];\n  assets?: COABalanceGroupedPayload;\n  cash_in?: COABalanceGroupedPayload;\n  cash_out?: COABalanceGroupedPayload;\n  cogs?: COABalanceGroupedPayload;\n  equity?: COABalanceGroupedPayload;\n  expenses?: COABalanceGroupedPayload;\n  financing_activities?: COABalanceGroupedPayload;\n  income?: COABalanceGroupedPayload;\n  investing_activities?: COABalanceGroupedPayload;\n  liabilities?: COABalanceGroupedPayload;\n  operating_activities?: COABalanceGroupedPayload;\n}\n"]}

package/lib/esm/entity/accountGroup/accountGroupReducer.js

@@ -128,3 +128,4 @@ const mapAccountGroupMetadataPayloadV2ToAccountGroupBase = (accountGroupMetadata
         accountGroupType: toAccountGroupType(accountGroupMetadataPayload.account_group_type),
     };
 };
+//# sourceMappingURL=accountGroupReducer.js.map

package/lib/esm/entity/accountGroup/accountGroupReducer.js.map

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{PayloadAction, createSlice} from '@reduxjs/toolkit';\nimport assignWith from 'lodash/assignWith';\n\nimport {mapCOABalanceGroupedPayloadToCOABalanceGrouped} from '../../commonPayloadTypes/coaBalancePayload';\nimport {AccountGroupMetadataWithBalancesPayload} from '../../commonPayloadTypes/subAccountView/reportBySubAccountPayload';\nimport {mapCOABalanceGroupedByPeriodPayloadV2ToCOABalanceGroupedByPeriod} from '../../commonPayloadTypes/v2/coaBalancePayload';\nimport {CurrencyPayload} from '../../commonPayloadTypes/v2/viewAndReportPayloadv2';\nimport {ID, UpdateType} from '../../commonStateTypes/common';\nimport {ReportIDPlusForecastID} from '../../commonStateTypes/viewAndReport/viewAndReport';\nimport {\n  AccountGroupMetadataPayload,\n  AccountGroupPayload,\n} from './accountGroupPayload';\nimport {\n  AccountGroup,\n  AccountGroupBase,\n  AccountGroupKey,\n  AccountGroupState,\n  AccountGroupType,\n  getAccountGroupKey,\n  toAccountGroupType,\n} from './accountGroupState';\n\nexport const initialState: AccountGroupState = {\n  accountGroupsByKey: {} as Record<AccountGroupKey, AccountGroup>,\n};\n\nconst accountGroup = createSlice({\n  name: 'accountGroup',\n  initialState,\n  reducers: {\n    updateAccountGroups: {\n      reducer(\n        draft,\n        action: PayloadAction<\n          AccountGroupPayload[],\n          string,\n          {reportId: ReportIDPlusForecastID; updateType: UpdateType}\n        >\n      ) {\n        doUpdateAccountGroups(\n          draft.accountGroupsByKey,\n          action.payload,\n          action.meta.reportId,\n          action.meta.updateType\n        );\n      },\n      prepare(\n        payload: AccountGroupPayload[],\n        reportId: ReportIDPlusForecastID,\n        updateType: UpdateType = 'merge'\n      ) {\n        return {payload, meta: {reportId, updateType}};\n      },\n    },\n    addAccountGroupsWithBalances: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          accountGroupWithBalances: AccountGroupMetadataWithBalancesPayload[];\n          currencyPayload: CurrencyPayload;\n          reportId: ReportIDPlusForecastID;\n          sectionId: ID;\n          timeframe: 'month' | 'quarter' | 'year';\n        }>\n      ) {\n        doUpdateMultipleAccountGroupsWithBalances(\n          draft.accountGroupsByKey,\n          action.payload.timeframe,\n          action.payload.accountGroupWithBalances,\n          action.payload.currencyPayload,\n          action.payload.sectionId,\n          action.payload.reportId\n        );\n      },\n      prepare(\n        timeframe: 'month' | 'quarter' | 'year',\n        accountGroupWithBalances: AccountGroupMetadataWithBalancesPayload[],\n        currencyPayload: CurrencyPayload,\n        sectionId: ID,\n        reportId: ReportIDPlusForecastID\n      ) {\n        return {\n          payload: {\n            timeframe,\n            accountGroupWithBalances,\n            currencyPayload,\n            sectionId,\n            reportId,\n          },\n        };\n      },\n    },\n    clearAllAccountGroups(draft) {\n      draft.accountGroupsByKey = {} as Record<AccountGroupKey, AccountGroup>;\n    },\n  },\n});\n\nexport const {\n  updateAccountGroups,\n  addAccountGroupsWithBalances,\n  clearAllAccountGroups,\n} = accountGroup.actions;\nexport default accountGroup.reducer;\n\n/**\n * Helper functions\n */\n\n/**\n * Update accountGroupById draft\n * @param draft\n * @param payload\n */\nfunction doUpdateAccountGroups(\n  draft: Record<AccountGroupKey, AccountGroup>,\n  payload: AccountGroupPayload[],\n  reportId: ReportIDPlusForecastID,\n  updateType: UpdateType\n) {\n  payload.forEach((accountGroupPayload) => {\n    const latestAccountGroup = mapAccountGroupPayloadToAccountGroup(\n      accountGroupPayload,\n      reportId\n    );\n    if (latestAccountGroup.key in draft && updateType === 'merge') {\n      assignWith(\n        draft[latestAccountGroup.key],\n        latestAccountGroup,\n        (objValue, srcValue) => (srcValue == null ? objValue : srcValue) // IMPORTANT: replace the value only when source has valid value. Otherwise keep the existing value!\n      );\n    } else {\n      draft[latestAccountGroup.key] = latestAccountGroup;\n    }\n  });\n}\n\nconst mapAccountGroupPayloadToAccountGroup = (\n  payload: AccountGroupPayload,\n  reportId: ReportIDPlusForecastID\n): AccountGroup => ({\n  key: getAccountGroupKey(\n    payload.account_group_id,\n    toAccountGroupType(payload.account_group_type),\n    reportId\n  ),\n  accountGroupId: payload.account_group_id,\n  accountGroupName: payload.account_group_name,\n  accountGroupType: toAccountGroupType(payload.account_group_type),\n  accountIds: payload.account_ids,\n  expenses:\n    payload.expenses == null\n      ? undefined\n      : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.expenses),\n  income:\n    payload.income == null\n      ? undefined\n      : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.income),\n  cogs:\n    payload.cogs == null\n      ? undefined\n      : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.cogs),\n  cashIn:\n    payload.cash_in == null\n      ? undefined\n      : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.cash_in),\n  cashOut:\n    payload.cash_out == null\n      ? undefined\n      : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.cash_out),\n  equity:\n    payload.equity == null\n      ? undefined\n      : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.equity),\n  assets:\n    payload.assets == null\n      ? undefined\n      : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.assets),\n  liabilities:\n    payload.liabilities == null\n      ? undefined\n      : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.liabilities),\n  operatingActivities:\n    payload.operating_activities == null\n      ? undefined\n      : mapCOABalanceGroupedPayloadToCOABalanceGrouped(\n          payload.operating_activities\n        ),\n  investingActivities:\n    payload.investing_activities == null\n      ? undefined\n      : mapCOABalanceGroupedPayloadToCOABalanceGrouped(\n          payload.investing_activities\n        ),\n  financingActivities:\n    payload.financing_activities == null\n      ? undefined\n      : mapCOABalanceGroupedPayloadToCOABalanceGrouped(\n          payload.financing_activities\n        ),\n});\n\nconst doUpdateMultipleAccountGroupsWithBalances = (\n  draft: Record<AccountGroupKey, AccountGroup>,\n  timeframe: 'month' | 'quarter' | 'year',\n  accountGroupWithBalances: AccountGroupMetadataWithBalancesPayload[],\n  currencyPayload: CurrencyPayload,\n  sectionId: ID,\n  reportId: ReportIDPlusForecastID\n) => {\n  accountGroupWithBalances.forEach((accountGroupPayload) => {\n    const accountGroupKey = getAccountGroupKey(\n      accountGroupPayload.accountGroupMetadataPayload.account_group_id,\n      toAccountGroupType(sectionId),\n      reportId\n    );\n\n    const balancesByPeriod =\n      mapCOABalanceGroupedByPeriodPayloadV2ToCOABalanceGroupedByPeriod(\n        accountGroupPayload.accountGroupBalances,\n        currencyPayload,\n        timeframe\n      );\n    if (accountGroupKey in draft) {\n      // only add balances\n      draft[accountGroupKey].balancesByPeriod = Object.assign(\n        {},\n        draft[accountGroupKey].balancesByPeriod,\n        balancesByPeriod\n      );\n    } else {\n      const accountGroup: AccountGroup = {\n        ...mapAccountGroupMetadataPayloadV2ToAccountGroupBase(\n          accountGroupPayload.accountGroupMetadataPayload,\n          sectionId,\n          reportId\n        ),\n        balancesByPeriod: balancesByPeriod,\n        nestedAccountIds: accountGroupPayload.nestedAccountIds,\n        accountIds: [],\n      };\n      draft[accountGroupKey] = accountGroup;\n    }\n  });\n};\n\nconst mapAccountGroupMetadataPayloadV2ToAccountGroupBase = (\n  accountGroupMetadataPayload: AccountGroupMetadataPayload,\n  sectionId: ID,\n  reportId: ReportIDPlusForecastID\n): AccountGroupBase => {\n  return {\n    key: getAccountGroupKey(\n      accountGroupMetadataPayload.account_group_id,\n      sectionId as AccountGroupType,\n      reportId\n    ),\n    accountGroupId: accountGroupMetadataPayload.account_group_id,\n    accountGroupName: accountGroupMetadataPayload.account_group_name,\n    accountGroupType: toAccountGroupType(\n      accountGroupMetadataPayload.account_group_type\n    ),\n  };\n};\n"]}

package/lib/esm/entity/accountGroup/accountGroupSelector.js

@@ -152,3 +152,4 @@ export const getAccountGroupsOrdered = (filter, accountState, accountGroupState,
         }
     });
 };
+//# sourceMappingURL=accountGroupSelector.js.map

package/lib/esm/entity/accountGroup/accountGroupSelector.js.map

@@ -0,0 +1 @@
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{getCOABalances} from '../../commonStateTypes/coaBalance/coaBalance';\nimport {COABalancesFilter} from '../../commonStateTypes/coaBalance/coaBalancesFilter';\nimport {sortComparator} from '../../commonStateTypes/coaBalance/sortBalancesByFreeRangeTotal';\nimport {ID} from '../../commonStateTypes/common';\nimport {EntityOrder} from '../../commonStateTypes/selectorTypes/selectorTypes';\nimport {ReportIDPlusForecastID} from '../../commonStateTypes/viewAndReport/viewAndReport';\nimport {getAccountsOrdered} from '../account/accountSelector';\nimport {AccountState} from '../account/accountState';\nimport {\n  AccountGroupState,\n  AccountGroupType,\n  getAccountGroupKey,\n} from './accountGroupState';\n\nconst getAccountGroup = (\n  accountGroupState: AccountGroupState,\n  accountState: AccountState,\n  accountGroupId: ID,\n  accountGroupType: AccountGroupType,\n  reportId: ReportIDPlusForecastID,\n  accountsOrder: EntityOrder = 'last_balance_descending',\n  filter: COABalancesFilter\n) => {\n  const key = getAccountGroupKey(accountGroupId, accountGroupType, reportId);\n  const accountGroup = accountGroupState.accountGroupsByKey[key];\n  if (accountGroup == null) {\n    throw new Error(`Account Group with ${key} doesn't exists`);\n  }\n\n  const expensesInTimeframe = getCOABalances(accountGroup.expenses, filter);\n\n  const accountsWithExpenses =\n    accountGroup.expenses != null\n      ? getAccountsOrdered(\n          filter,\n          accountState,\n          {\n            accountIDs: accountGroup.accountIds,\n            reportId,\n          },\n          'expenses',\n          accountsOrder\n        )\n      : [];\n\n  const incomeInTimeframe = getCOABalances(accountGroup.income, filter);\n\n  const accountsWithIncome =\n    accountGroup.income != null\n      ? getAccountsOrdered(\n          filter,\n          accountState,\n          {\n            accountIDs: accountGroup.accountIds,\n            reportId,\n          },\n          'income',\n          accountsOrder\n        )\n      : [];\n\n  const cogsInTimeframe = getCOABalances(accountGroup.cogs, filter);\n\n  const accountsWithCogs =\n    accountGroup.cogs != null\n      ? getAccountsOrdered(\n          filter,\n          accountState,\n          {\n            accountIDs: accountGroup.accountIds,\n            reportId,\n          },\n          'cogs',\n          accountsOrder\n        )\n      : [];\n\n  const cashInInTimeframe = getCOABalances(accountGroup.cashIn, filter);\n\n  const accountsWithCashIn =\n    accountGroup.cashIn != null\n      ? getAccountsOrdered(\n          filter,\n          accountState,\n          {\n            accountIDs: accountGroup.accountIds,\n            reportId,\n          },\n          'cashIn',\n          accountsOrder\n        )\n      : [];\n\n  const cashOutInTimeframe = getCOABalances(accountGroup.cashOut, filter);\n\n  const accountsWithCashOut =\n    accountGroup.cashOut != null\n      ? getAccountsOrdered(\n          filter,\n          accountState,\n          {\n            accountIDs: accountGroup.accountIds,\n            reportId,\n          },\n          'cashOut',\n          accountsOrder\n        )\n      : [];\n\n  const equityInTimeframe = getCOABalances(accountGroup.equity, filter, {\n    isBalanceSheetBalances: true,\n  });\n\n  const accountsWithEquity =\n    accountGroup.equity != null\n      ? getAccountsOrdered(\n          filter,\n          accountState,\n          {\n            accountIDs: accountGroup.accountIds,\n            reportId,\n          },\n          'equity',\n          accountsOrder\n        )\n      : [];\n\n  const assetsInTimeframe = getCOABalances(accountGroup.assets, filter, {\n    isBalanceSheetBalances: true,\n  });\n\n  const accountsWithAssets =\n    accountGroup.assets != null\n      ? getAccountsOrdered(\n          filter,\n          accountState,\n          {\n            accountIDs: accountGroup.accountIds,\n            reportId,\n          },\n          'assets',\n          accountsOrder\n        )\n      : [];\n\n  const liabilitiesInTimeframe = getCOABalances(\n    accountGroup.liabilities,\n    filter,\n    {\n      isBalanceSheetBalances: true,\n    }\n  );\n\n  const accountsWithLiabilities =\n    accountGroup.liabilities != null\n      ? getAccountsOrdered(\n          filter,\n          accountState,\n          {\n            accountIDs: accountGroup.accountIds,\n            reportId,\n          },\n          'liabilities',\n          accountsOrder\n        )\n      : [];\n\n  const operatingActivitiesInTimeframe = getCOABalances(\n    accountGroup.operatingActivities,\n    filter\n  );\n\n  const accountsWithOperatingActivites =\n    accountGroup.operatingActivities != null\n      ? getAccountsOrdered(\n          filter,\n          accountState,\n          {\n            accountIDs: accountGroup.accountIds,\n            reportId,\n          },\n          'operating_activities',\n          accountsOrder\n        )\n      : [];\n\n  const investingActivitiesInTimeframe = getCOABalances(\n    accountGroup.investingActivities,\n    filter\n  );\n\n  const accountsWithInvestingActivities =\n    accountGroup.investingActivities != null\n      ? getAccountsOrdered(\n          filter,\n          accountState,\n          {\n            accountIDs: accountGroup.accountIds,\n            reportId,\n          },\n          'investing_activities',\n          accountsOrder\n        )\n      : [];\n\n  const financingActivitiesInTimeframe = getCOABalances(\n    accountGroup.financingActivities,\n    filter\n  );\n\n  const accountsWithFinancingActivities =\n    accountGroup.financingActivities != null\n      ? getAccountsOrdered(\n          filter,\n          accountState,\n          {\n            accountIDs: accountGroup.accountIds,\n            reportId,\n          },\n          'financing_activities',\n          accountsOrder\n        )\n      : [];\n\n  return {\n    filter,\n    accountGroupId: accountGroup.accountGroupId,\n    accountGroupName: accountGroup.accountGroupName,\n    accountGroupType: accountGroup.accountGroupType,\n    accountsOrder: accountsOrder,\n    accountsWithExpensesOrdered: accountsWithExpenses,\n    expensesInTimeframe,\n    accountsWithIncomeOrdered: accountsWithIncome,\n    incomeInTimeframe,\n    accountsWithCogsOrdered: accountsWithCogs,\n    cogsInTimeframe,\n    accountsWithCashInOrdered: accountsWithCashIn,\n    cashInInTimeframe,\n    accountsWithCashOutOrdered: accountsWithCashOut,\n    cashOutInTimeframe,\n    equityInTimeframe,\n    accountsWithEquityOrdered: accountsWithEquity,\n    assetsInTimeframe,\n    accountsWithAssetsOrdered: accountsWithAssets,\n    liabilitiesInTimeframe,\n    accountsWithLiabilitiesOrdered: accountsWithLiabilities,\n    operatingActivitiesInTimeframe,\n    accountsWithOperatingActivitiesOrdered: accountsWithOperatingActivites,\n    investingActivitiesInTimeframe,\n    accountsWithInvestingActivitiesOrdered: accountsWithInvestingActivities,\n    financingActivitiesInTimeframe,\n    accountsWithFinancingActivitiesOrdered: accountsWithFinancingActivities,\n  };\n};\n\nexport type AccountGroupReport = ReturnType<typeof getAccountGroup>;\n\nexport const getAccountGroupsOrdered = (\n  filter: COABalancesFilter,\n  accountState: AccountState,\n  accountGroupState: AccountGroupState,\n  accountGroupIDs: ID[],\n  accountGroupType: AccountGroupType,\n  reportId: ReportIDPlusForecastID,\n  orderBy:\n    | 'income'\n    | 'expenses'\n    | 'cogs'\n    | 'cashIn'\n    | 'cashOut'\n    | 'equity'\n    | 'assets'\n    | 'liabilities'\n    | 'operating_activities'\n    | 'investing_activities'\n    | 'financing_activities',\n  order: EntityOrder = 'last_balance_descending'\n) => {\n  return accountGroupIDs\n    .map((acGroupId) =>\n      getAccountGroup(\n        accountGroupState,\n        accountState,\n        acGroupId,\n        accountGroupType,\n        reportId,\n        'last_balance_descending', // Note: Account order is always `descending_balances` inside Account Group Always!!\n        filter\n      )\n    )\n    .sort((a, b) => {\n      switch (orderBy) {\n        case 'income':\n          return sortComparator(\n            a.incomeInTimeframe,\n            b.incomeInTimeframe,\n            filter.balancesRange.orderBy,\n            order\n          );\n        case 'expenses':\n          return sortComparator(\n            a.expensesInTimeframe,\n            b.expensesInTimeframe,\n            filter.balancesRange.orderBy,\n            order\n          );\n        case 'cogs':\n          return sortComparator(\n            a.cogsInTimeframe,\n            b.cogsInTimeframe,\n            filter.balancesRange.orderBy,\n            order\n          );\n        case 'cashIn':\n          return sortComparator(\n            a.cashInInTimeframe,\n            b.cashInInTimeframe,\n            filter.balancesRange.orderBy,\n            order\n          );\n        case 'cashOut':\n          return sortComparator(\n            a.cashOutInTimeframe,\n            b.cashOutInTimeframe,\n            filter.balancesRange.orderBy,\n            order\n          );\n\n        case 'equity':\n          return sortComparator(\n            a.equityInTimeframe,\n            b.equityInTimeframe,\n            filter.balancesRange.orderBy,\n            order\n          );\n        case 'assets':\n          return sortComparator(\n            a.assetsInTimeframe,\n            b.assetsInTimeframe,\n            filter.balancesRange.orderBy,\n            order\n          );\n        case 'liabilities':\n          return sortComparator(\n            a.liabilitiesInTimeframe,\n            b.liabilitiesInTimeframe,\n            filter.balancesRange.orderBy,\n            order\n          );\n        case 'operating_activities':\n          return sortComparator(\n            a.operatingActivitiesInTimeframe,\n            b.operatingActivitiesInTimeframe,\n            filter.balancesRange.orderBy,\n            order\n          );\n        case 'investing_activities':\n          return sortComparator(\n            a.investingActivitiesInTimeframe,\n            b.investingActivitiesInTimeframe,\n            filter.balancesRange.orderBy,\n            order\n          );\n        case 'financing_activities':\n          return sortComparator(\n            a.financingActivitiesInTimeframe,\n            b.financingActivitiesInTimeframe,\n            filter.balancesRange.orderBy,\n            order\n          );\n      }\n    });\n};\n"]}

package/lib/esm/entity/accountGroup/accountGroupState.js

@@ -19,3 +19,4 @@ export const toAccountGroupType = (value) => stringToUnion(value, ALL_ACCOUNT_GR
 export function getAccountGroupKey(accountGroupId, accountGroupType, reportIdUniqueKey) {
     return `${accountGroupId}-${accountGroupType}-${reportIdUniqueKey}`;
 }
+//# sourceMappingURL=accountGroupState.js.map

package/lib/esm/entity/accountGroup/accountGroupState.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"accountGroupState.js","sourceRoot":"","sources":["../../../../src/entity/accountGroup/accountGroupState.ts"],"names":[],"mappings":"AAMA,OAAO,EAAC,aAAa,EAAC,MAAM,sCAAsC,CAAC;AAGnE,MAAM,uBAAuB,GAAG;IAC9B,QAAQ;IACR,UAAU;IACV,MAAM;IACN,kBAAkB;IAClB,QAAQ;IACR,QAAQ;IACR,aAAa;IACb,sBAAsB;IACtB,sBAAsB;IACtB,sBAAsB;IACtB,qBAAqB;IACrB,gCAAgC;IAChC,qBAAqB;IACrB,qBAAqB;CACb,CAAC;AACX,MAAM,CAAC,MAAM,kBAAkB,GAAG,CAAC,KAAa,EAAE,EAAE,CAClD,aAAa,CAAC,KAAK,EAAE,uBAAuB,CAAC,CAAC;AAGhD,MAAM,UAAU,kBAAkB,CAChC,cAAkB,EAClB,gBAAkC,EAClC,iBAAyC;IAEzC,OAAO,GAAG,cAAc,IAAI,gBAAgB,IAAI,iBAAiB,EAAW,CAAC;AAC/E,CAAC","sourcesContent":["import {NestedAccountIDHierarchy} from '../../commonStateTypes/accountView/nestedAccountID';\nimport {\n  COABalanceGrouped,\n  COABalanceGroupedByPeriod,\n} from '../../commonStateTypes/coaBalance/coaBalance';\nimport {ID} from '../../commonStateTypes/common';\nimport {stringToUnion} from '../../commonStateTypes/stringToUnion';\nimport {ReportIDPlusForecastID} from '../../commonStateTypes/viewAndReport/viewAndReport';\n\nconst ALL_ACCOUNT_GROUP_TYPES = [\n  'income',\n  'expenses',\n  'cogs',\n  'cash_in_cash_out',\n  'equity',\n  'assets',\n  'liabilities',\n  'operating_activities',\n  'investing_activities',\n  'financing_activities',\n  'operatingActivities',\n  'operatingActivitiesAdjustments',\n  'investingActivities',\n  'financingActivities',\n] as const;\nexport const toAccountGroupType = (value: string) =>\n  stringToUnion(value, ALL_ACCOUNT_GROUP_TYPES);\nexport type AccountGroupType = ReturnType<typeof toAccountGroupType>;\n\nexport function getAccountGroupKey(\n  accountGroupId: ID,\n  accountGroupType: AccountGroupType,\n  reportIdUniqueKey: ReportIDPlusForecastID\n) {\n  return `${accountGroupId}-${accountGroupType}-${reportIdUniqueKey}` as const;\n}\nexport type AccountGroupKey = ReturnType<typeof getAccountGroupKey>;\n\nexport interface AccountGroupState {\n  accountGroupsByKey: Record<AccountGroupKey, AccountGroup>;\n}\n\nexport interface AccountGroupBase {\n  accountGroupId: ID;\n  accountGroupName: string;\n  accountGroupType: AccountGroupType;\n  key: AccountGroupKey;\n}\n\nexport interface AccountGroup extends AccountGroupBase {\n  accountIds: ID[];\n  assets?: COABalanceGrouped;\n  balancesByPeriod?: COABalanceGroupedByPeriod;\n  cashIn?: COABalanceGrouped;\n  cashOut?: COABalanceGrouped;\n  cogs?: COABalanceGrouped;\n  equity?: COABalanceGrouped;\n  expenses?: COABalanceGrouped;\n  financingActivities?: COABalanceGrouped;\n  income?: COABalanceGrouped;\n  investingActivities?: COABalanceGrouped;\n  liabilities?: COABalanceGrouped;\n\n  // v2\n  nestedAccountIds?: NestedAccountIDHierarchy[]; // this will be present for v2 accountGroups\n  operatingActivities?: COABalanceGrouped;\n}\n"]}

package/lib/esm/entity/accountGroup/accountGroupV2Selector.js

@@ -74,3 +74,4 @@ export const sortAccountGroupReports = (acGroupReports, filter, order = 'last_ba
         return sortComparator(a, b, filter.balancesRange.orderBy, order);
     });
 };
+//# sourceMappingURL=accountGroupV2Selector.js.map

package/lib/esm/entity/accountGroup/accountGroupV2Selector.js.map

@@ -0,0 +1 @@
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differenceBy from 'lodash/differenceBy';\n\nimport {getParentAccountId} from '../../commonStateTypes/accountView/getNestedAccountIDHierarchyForReport';\nimport {AdditionalBalancesOptions} from '../../commonStateTypes/coaBalance/additionalBalances/getAdditionalBalances';\nimport {getCOABalances} from '../../commonStateTypes/coaBalance/coaBalance';\nimport {\n  COABalancesFilter,\n  COABalancesSlice,\n} from '../../commonStateTypes/coaBalance/coaBalancesFilter';\nimport {\n  cloneAndResetBalanceSlice,\n  pickAndMergeForecast,\n} from '../../commonStateTypes/coaBalance/pickAndMergeForecast';\nimport {sortComparator} from '../../commonStateTypes/coaBalance/sortBalancesByFreeRangeTotal';\nimport {ID} from '../../commonStateTypes/common';\nimport {EntityOrder} from '../../commonStateTypes/selectorTypes/selectorTypes';\nimport {ReportIDPlusForecastID} from '../../commonStateTypes/viewAndReport/viewAndReport';\nimport {AccountState} from '../account/accountState';\nimport {\n  cloneAndResetNestedAccount,\n  pickAndMergeForecastNestedAccounts,\n} from '../account/pickAndMergeForecastAccountReport';\nimport {\n  NestedAccountReport,\n  getNestedAccountReportForAccount,\n  sortNestedAccounts,\n} from '../account/subAccountSelector';\nimport {\n  AccountGroupKey,\n  AccountGroupState,\n  AccountGroupType,\n} from './accountGroupState';\n\nexport interface AccountGroupReportV2 extends COABalancesSlice {\n  accountGroupId: ID;\n  accountGroupKey: AccountGroupKey;\n  accountGroupName: string;\n  accountGroupType: AccountGroupType;\n  accounts: NestedAccountReport[];\n  filter: COABalancesFilter;\n}\n\nexport const getAccountGroupReportV2 = (\n  accountGroupState: AccountGroupState,\n  accountState: AccountState,\n  id: {\n    accountGroupKey: AccountGroupKey;\n    reportId: ReportIDPlusForecastID;\n    sectionId: ID;\n  },\n  filter: COABalancesFilter,\n  additionalBalancesOptions?: AdditionalBalancesOptions\n): AccountGroupReportV2 | undefined => {\n  const accountGroup = accountGroupState.accountGroupsByKey[id.accountGroupKey];\n  if (accountGroup == null) {\n    return undefined;\n  }\n\n  const accountReports: NestedAccountReport[] = [];\n\n  if (accountGroup.nestedAccountIds != null) {\n    const accGroupAcLength = accountGroup.nestedAccountIds.length;\n    accountGroup.nestedAccountIds.forEach((nestedAccountId) => {\n      const report = getNestedAccountReportForAccount(\n        accountState,\n        {\n          reportId: id.reportId,\n          accountIdHierarchy: nestedAccountId,\n          accountsViewParentId: {\n            sectionId: id.sectionId,\n            parentAccountId: getParentAccountId(nestedAccountId.id),\n          },\n        },\n        filter,\n        accGroupAcLength > 1,\n        additionalBalancesOptions\n      );\n      if (report != null) {\n        accountReports.push(report);\n      }\n    });\n  }\n\n  // sort the accounts based on their totals.\n  const sortedAccountReports = sortNestedAccounts(accountReports, filter);\n\n  const accountGroupBalances = getCOABalances(\n    accountGroup.balancesByPeriod,\n    filter,\n    additionalBalancesOptions\n  );\n\n  return {\n    ...accountGroupBalances,\n    filter,\n    accountGroupId: accountGroup.accountGroupId,\n    accountGroupName: accountGroup.accountGroupName,\n    accountGroupType: accountGroup.accountGroupType,\n    accountGroupKey: accountGroup.key,\n    accounts: sortedAccountReports,\n  };\n};\n\nfunction cloneAccountGroupV2WithZeroBalance(\n  accountGroup: AccountGroupReportV2\n): AccountGroupReportV2 {\n  const resultAcGroup = {\n    ...accountGroup,\n    ...cloneAndResetBalanceSlice(accountGroup),\n  };\n  resultAcGroup.accounts = accountGroup.accounts.map((account) =>\n    cloneAndResetNestedAccount(account)\n  );\n\n  return resultAcGroup;\n}\n\nexport function pickAndMergeForecastAccountGroupsV2(\n  accountGroupA: AccountGroupReportV2[],\n  accountGroupF: AccountGroupReportV2[]\n): AccountGroupReportV2[] {\n  const resultAcGroups: AccountGroupReportV2[] = [];\n  const forecastOnlyAcGroups = differenceBy(\n    accountGroupF,\n    accountGroupA,\n    'accountGroupId'\n  );\n  const zeroActualsAcGroup: AccountGroupReportV2[] = forecastOnlyAcGroups.map(\n    (acGroup) => cloneAccountGroupV2WithZeroBalance(acGroup)\n  );\n  const targetAcGroupsA = [...accountGroupA, ...zeroActualsAcGroup];\n\n  targetAcGroupsA.forEach((acGroupA) => {\n    const matchingAcGroupF = accountGroupF.find(\n      (acGroupF) => acGroupF.accountGroupId === acGroupA.accountGroupId\n    );\n    if (matchingAcGroupF != null) {\n      resultAcGroups.push(\n        pickAndMergeForecastAccountGroupV2(acGroupA, matchingAcGroupF)\n      );\n    } else {\n      resultAcGroups.push(acGroupA);\n    }\n  });\n\n  return resultAcGroups;\n}\n\nfunction pickAndMergeForecastAccountGroupV2(\n  accountGroupA: AccountGroupReportV2,\n  accountGroupF: AccountGroupReportV2\n): AccountGroupReportV2 {\n  const resultAccountGroup: AccountGroupReportV2 = Object.assign(\n    {},\n    accountGroupA,\n    pickAndMergeForecast(accountGroupA, accountGroupF)\n  );\n\n  resultAccountGroup.accounts = pickAndMergeForecastNestedAccounts(\n    accountGroupA.accounts,\n    accountGroupF.accounts\n  );\n\n  return resultAccountGroup;\n}\n\nexport const sortAccountGroupReports = (\n  acGroupReports: AccountGroupReportV2[],\n  filter: COABalancesFilter,\n  order: EntityOrder = 'last_balance_descending'\n) => {\n  return acGroupReports.sort((a, b) => {\n    return sortComparator(a, b, filter.balancesRange.orderBy, order);\n  });\n};\n"]}

package/lib/esm/entity/accountGroup/pickAndMergeForecastAcGroupReport.js

@@ -75,3 +75,4 @@ function cloneAccountGroupWithZeroBalance(acGroup) {
     clonedAcGroup.financingActivitiesInTimeframe = cloneAndResetBalanceSlice(clonedAcGroup.financingActivitiesInTimeframe);
     return clonedAcGroup;
 }
+//# sourceMappingURL=pickAndMergeForecastAcGroupReport.js.map

package/lib/esm/entity/accountGroup/pickAndMergeForecastAcGroupReport.js.map

@@ -0,0 +1 @@
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differenceBy from 'lodash/differenceBy';\n\nimport {\n  cloneAndResetBalanceSlice,\n  pickAndMergeForecast,\n} from '../../commonStateTypes/coaBalance/pickAndMergeForecast';\nimport {\n  cloneAccountsWithZeroBalance,\n  pickAndMergeForecastAccounts,\n} from '../account/pickAndMergeForecastAccountReport';\nimport {AccountGroupReport} from './accountGroupSelector';\n\nexport function pickAndMergeForecastAcGroupReport(\n  reportA: AccountGroupReport,\n  reportF: AccountGroupReport\n): AccountGroupReport {\n  const reportResult: AccountGroupReport = Object.assign({}, reportA);\n  reportResult.accountsWithExpensesOrdered = pickAndMergeForecastAccounts(\n    reportA.accountsWithExpensesOrdered,\n    reportF.accountsWithExpensesOrdered\n  );\n  reportResult.expensesInTimeframe = pickAndMergeForecast(\n    reportA.expensesInTimeframe,\n    reportF.expensesInTimeframe\n  );\n  reportResult.accountsWithIncomeOrdered = pickAndMergeForecastAccounts(\n    reportA.accountsWithIncomeOrdered,\n    reportF.accountsWithIncomeOrdered\n  );\n  reportResult.incomeInTimeframe = pickAndMergeForecast(\n    reportA.incomeInTimeframe,\n    reportF.incomeInTimeframe\n  );\n  reportResult.accountsWithCogsOrdered = pickAndMergeForecastAccounts(\n    reportA.accountsWithCogsOrdered,\n    reportF.accountsWithCogsOrdered\n  );\n  reportResult.cogsInTimeframe = pickAndMergeForecast(\n    reportA.cogsInTimeframe,\n    reportF.cogsInTimeframe\n  );\n  reportResult.accountsWithCashInOrdered = pickAndMergeForecastAccounts(\n    reportA.accountsWithCashInOrdered,\n    reportF.accountsWithCashInOrdered\n  );\n  reportResult.cashInInTimeframe = pickAndMergeForecast(\n    reportA.cashInInTimeframe,\n    reportF.cashInInTimeframe\n  );\n  reportResult.accountsWithCashOutOrdered = pickAndMergeForecastAccounts(\n    reportA.accountsWithCashOutOrdered,\n    reportF.accountsWithCashOutOrdered\n  );\n  reportResult.cashOutInTimeframe = pickAndMergeForecast(\n    reportA.cashOutInTimeframe,\n    reportF.cashOutInTimeframe\n  );\n  reportResult.accountsWithEquityOrdered = pickAndMergeForecastAccounts(\n    reportA.accountsWithEquityOrdered,\n    reportF.accountsWithEquityOrdered\n  );\n  reportResult.equityInTimeframe = pickAndMergeForecast(\n    reportA.equityInTimeframe,\n    reportF.equityInTimeframe\n  );\n  reportResult.accountsWithAssetsOrdered = pickAndMergeForecastAccounts(\n    reportA.accountsWithAssetsOrdered,\n    reportF.accountsWithAssetsOrdered\n  );\n  reportResult.assetsInTimeframe = pickAndMergeForecast(\n    reportA.assetsInTimeframe,\n    reportF.assetsInTimeframe\n  );\n\n  reportResult.accountsWithLiabilitiesOrdered = pickAndMergeForecastAccounts(\n    reportA.accountsWithLiabilitiesOrdered,\n    reportF.accountsWithLiabilitiesOrdered\n  );\n  reportResult.liabilitiesInTimeframe = pickAndMergeForecast(\n    reportA.liabilitiesInTimeframe,\n    reportF.liabilitiesInTimeframe\n  );\n\n  reportResult.accountsWithOperatingActivitiesOrdered =\n    pickAndMergeForecastAccounts(\n      reportA.accountsWithOperatingActivitiesOrdered,\n      reportF.accountsWithOperatingActivitiesOrdered\n    );\n  reportResult.operatingActivitiesInTimeframe = pickAndMergeForecast(\n    reportA.operatingActivitiesInTimeframe,\n    reportF.operatingActivitiesInTimeframe\n  );\n\n  reportResult.accountsWithInvestingActivitiesOrdered =\n    pickAndMergeForecastAccounts(\n      reportA.accountsWithInvestingActivitiesOrdered,\n      reportF.accountsWithInvestingActivitiesOrdered\n    );\n  reportResult.investingActivitiesInTimeframe = pickAndMergeForecast(\n    reportA.investingActivitiesInTimeframe,\n    reportF.investingActivitiesInTimeframe\n  );\n\n  reportResult.accountsWithFinancingActivitiesOrdered =\n    pickAndMergeForecastAccounts(\n      reportA.accountsWithFinancingActivitiesOrdered,\n      reportF.accountsWithFinancingActivitiesOrdered\n    );\n  reportResult.financingActivitiesInTimeframe = pickAndMergeForecast(\n    reportA.financingActivitiesInTimeframe,\n    reportF.financingActivitiesInTimeframe\n  );\n\n  return reportResult;\n}\n\nexport function pickAndMergeForecastAccountGroups(\n  acGroupsA: AccountGroupReport[],\n  acGroupsF: AccountGroupReport[]\n): AccountGroupReport[] {\n  const resultAcGroups: AccountGroupReport[] = [];\n  const forecastOnlyAcGroups = differenceBy(\n    acGroupsF,\n    acGroupsA,\n    'accountGroupId'\n  );\n  const zeroActualsAcGroup: AccountGroupReport[] = forecastOnlyAcGroups.map(\n    (acGroup) => cloneAccountGroupWithZeroBalance(acGroup)\n  );\n  const targetAcGroupsA = [...acGroupsA, ...zeroActualsAcGroup];\n  targetAcGroupsA.forEach((acGroupA) => {\n    const matchingAcGroupF = acGroupsF.find(\n      (acGroupF) => acGroupF.accountGroupId === acGroupA.accountGroupId\n    );\n    if (matchingAcGroupF != null) {\n      resultAcGroups.push(\n        pickAndMergeForecastAcGroupReport(acGroupA, matchingAcGroupF)\n      );\n    } else {\n      resultAcGroups.push(acGroupA);\n    }\n  });\n\n  return resultAcGroups;\n}\n\nfunction cloneAccountGroupWithZeroBalance(\n  acGroup: AccountGroupReport\n): AccountGroupReport {\n  const clonedAcGroup = Object.assign({}, acGroup); //Note: Just shallow copy is enough because the balances are clonedDeep.\n\n  clonedAcGroup.accountsWithExpensesOrdered = cloneAccountsWithZeroBalance(\n    clonedAcGroup.accountsWithExpensesOrdered\n  );\n  clonedAcGroup.expensesInTimeframe = cloneAndResetBalanceSlice(\n    clonedAcGroup.expensesInTimeframe\n  );\n  clonedAcGroup.accountsWithIncomeOrdered = cloneAccountsWithZeroBalance(\n    clonedAcGroup.accountsWithIncomeOrdered\n  );\n  clonedAcGroup.incomeInTimeframe = cloneAndResetBalanceSlice(\n    clonedAcGroup.incomeInTimeframe\n  );\n  clonedAcGroup.accountsWithCogsOrdered = cloneAccountsWithZeroBalance(\n    clonedAcGroup.accountsWithCogsOrdered\n  );\n  clonedAcGroup.cogsInTimeframe = cloneAndResetBalanceSlice(\n    clonedAcGroup.cogsInTimeframe\n  );\n  clonedAcGroup.accountsWithCashInOrdered = cloneAccountsWithZeroBalance(\n    clonedAcGroup.accountsWithCashInOrdered\n  );\n  clonedAcGroup.cashInInTimeframe = cloneAndResetBalanceSlice(\n    clonedAcGroup.cashInInTimeframe\n  );\n  clonedAcGroup.accountsWithCashOutOrdered = cloneAccountsWithZeroBalance(\n    clonedAcGroup.accountsWithCashOutOrdered\n  );\n  clonedAcGroup.cashOutInTimeframe = cloneAndResetBalanceSlice(\n    clonedAcGroup.cashOutInTimeframe\n  );\n  clonedAcGroup.accountsWithEquityOrdered = cloneAccountsWithZeroBalance(\n    clonedAcGroup.accountsWithEquityOrdered\n  );\n  clonedAcGroup.equityInTimeframe = cloneAndResetBalanceSlice(\n    clonedAcGroup.equityInTimeframe\n  );\n  clonedAcGroup.accountsWithAssetsOrdered = cloneAccountsWithZeroBalance(\n    clonedAcGroup.accountsWithAssetsOrdered\n  );\n  clonedAcGroup.assetsInTimeframe = cloneAndResetBalanceSlice(\n    clonedAcGroup.assetsInTimeframe\n  );\n\n  clonedAcGroup.accountsWithLiabilitiesOrdered = cloneAccountsWithZeroBalance(\n    clonedAcGroup.accountsWithLiabilitiesOrdered\n  );\n  clonedAcGroup.liabilitiesInTimeframe = cloneAndResetBalanceSlice(\n    clonedAcGroup.liabilitiesInTimeframe\n  );\n\n  clonedAcGroup.accountsWithOperatingActivitiesOrdered =\n    cloneAccountsWithZeroBalance(\n      clonedAcGroup.accountsWithOperatingActivitiesOrdered\n    );\n  clonedAcGroup.operatingActivitiesInTimeframe = cloneAndResetBalanceSlice(\n    clonedAcGroup.operatingActivitiesInTimeframe\n  );\n\n  clonedAcGroup.accountsWithInvestingActivitiesOrdered =\n    cloneAccountsWithZeroBalance(\n      clonedAcGroup.accountsWithInvestingActivitiesOrdered\n    );\n  clonedAcGroup.investingActivitiesInTimeframe = cloneAndResetBalanceSlice(\n    clonedAcGroup.investingActivitiesInTimeframe\n  );\n\n  clonedAcGroup.accountsWithFinancingActivitiesOrdered =\n    cloneAccountsWithZeroBalance(\n      clonedAcGroup.accountsWithFinancingActivitiesOrdered\n    );\n  clonedAcGroup.financingActivitiesInTimeframe = cloneAndResetBalanceSlice(\n    clonedAcGroup.financingActivitiesInTimeframe\n  );\n\n  return clonedAcGroup;\n}\n"]}

package/lib/esm/entity/accountRecon/accountReconPayload.js

@@ -162,3 +162,4 @@ export const toRecommendedReviewTransactionPayload = (payload) => {
             : {}),
     };
 };
+//# sourceMappingURL=accountReconPayload.js.map

package/lib/esm/entity/accountRecon/accountReconPayload.js.map

@@ -0,0 +1 @@
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{StatusCodeWithLabelPayload} from '../../commonPayloadTypes/statusPayload';\nimport {CurrencyPayload} from '../../commonPayloadTypes/v2/viewAndReportPayloadv2';\nimport {toAmount} from '../../commonStateTypes/amount';\nimport {ID} from '../../commonStateTypes/common';\nimport {DEFAULT_DATE_FORMAT} from '../../commonStateTypes/fiscalYearHelpers/formatZeniDateFY';\nimport {date} from '../../zeniDayJS';\nimport {MatchedTransactionPayload} from '../transaction/payloadTypes/reconciliationTransactionPayloads';\nimport {\n  toMerchantType,\n  toTransactionDirectionType,\n} from '../transaction/stateTypes/reconciliationTransaction';\nimport {\n  AccountReconciliationData,\n  RecommendedReviewTransaction,\n  TransactionsToReview,\n  toBalanceDataStatusCodeType,\n  toRecommendedActionCodeType,\n  toReconciliationStatusCodeType,\n  toStatementDataStatusCodeType,\n  toStatementStatusCodeType,\n} from './accountReconState';\n\nexport interface StatementMetaDataPayload {\n  file_id: string;\n  statement_upload_id: string;\n}\n\nexport interface ReconciliationDataPayload {\n  account_id: ID;\n  balance_data_status: StatusCodeWithLabelPayload | null;\n  bank_balance: number | null;\n  bank_status: StatusCodeWithLabelPayload;\n  cleared_balance: number | null;\n  create_time: string | null;\n  currency: CurrencyPayload;\n  end_date: string;\n  error_message: {\n    details_error: string;\n    error_message: string;\n  } | null;\n  initial_cleared_balance: number | null;\n  payment_account_updated_at: string | null;\n  reconciliation_id: string | null;\n  retry_count: number | null;\n  source: string | null;\n  start_date: string;\n  statement_data_status: StatusCodeWithLabelPayload | null;\n  statement_meta_data: StatementMetaDataPayload | null;\n  statement_status: StatusCodeWithLabelPayload | null;\n  status: StatusCodeWithLabelPayload | null;\n  transactions: ReconcileReviewTransactionsPayload;\n  update_time: string | null;\n  user_id: ID | null;\n  variance: number | null;\n}\n\n// Review recommendation transaction payload\n\nexport interface RecommendedReviewTransactionPayload {\n  amount: number;\n  confidence_score: number;\n  recommendation_reasons: string[];\n  transaction_date: string;\n  transaction_memo: string;\n\n  account_id?: ID | null;\n  account_name?: string | null;\n  book_transaction_id?: string | null;\n  class_id?: ID | null;\n  class_name?: string | null;\n  merchant_id?: ID | null;\n  merchant_name?: string | null;\n  merchant_type?: string | null;\n  transaction_id?: string | null;\n  transaction_type?: string;\n}\n\ninterface RecommendedActionPayload {\n  recommended_action_description: string;\n  recommended_actions: string;\n  recommended_transactions: RecommendedReviewTransactionPayload[];\n  plaid_confidence_score?: string | null;\n  zeni_confidence_score?: number | null;\n}\nexport interface TransactionsToReviewPayload {\n  amount: number;\n  recommended_action: RecommendedActionPayload;\n  status: string;\n  transaction_date: string;\n  transaction_direction: string;\n  transaction_id: string;\n  transaction_memo: string;\n  merchant_id?: ID | null;\n  merchant_name?: string | null;\n  merchant_type?: string | null;\n}\n\nexport interface ReconcileReviewTransactionsPayload {\n  reconcile: MatchedTransactionPayload[];\n  review: TransactionsToReviewPayload[];\n}\n\nexport const toTransactionsToReview = (\n  payload: TransactionsToReviewPayload,\n  currencyPayload: CurrencyPayload\n): TransactionsToReview => {\n  return {\n    transactionId: payload.transaction_id,\n    transactionDirection: toTransactionDirectionType(\n      payload.transaction_direction\n    ),\n    amount: {\n      amount: payload.amount,\n      currencyCode: currencyPayload.currency_code,\n      currencySymbol: currencyPayload.currency_symbol,\n    },\n    status: payload.status,\n    transactionDate: date(payload.transaction_date),\n    memo: payload.transaction_memo,\n    merchantId: payload.merchant_id ?? undefined,\n    merchantName: payload.merchant_name ?? undefined,\n    merchantType:\n      payload.merchant_type != null\n        ? toMerchantType(payload.merchant_type)\n        : undefined,\n    recommendedAction: {\n      action: toRecommendedActionCodeType(\n        payload.recommended_action.recommended_actions\n      ),\n      plaidConfidenceScore:\n        payload.recommended_action.plaid_confidence_score ?? null,\n      zeniConfidenceScore:\n        payload.recommended_action.zeni_confidence_score ?? null,\n      reason: payload.recommended_action.recommended_action_description,\n      recommendedTransactions:\n        payload.recommended_action.recommended_transactions.map((transaction) =>\n          toRecommendedReviewTransaction(transaction, currencyPayload)\n        ),\n    },\n  };\n};\nexport const toTransactionsToReviewPayload = (\n  payload: TransactionsToReview\n): TransactionsToReviewPayload => {\n  return {\n    transaction_id: payload.transactionId,\n    transaction_direction: toTransactionDirectionType(\n      payload.transactionDirection\n    ),\n    amount: payload.amount.amount,\n    status: payload.status,\n    transaction_date: payload.transactionDate.format(DEFAULT_DATE_FORMAT),\n    transaction_memo: payload.memo,\n    recommended_action: {\n      recommended_actions: toRecommendedActionCodeType(\n        payload.recommendedAction.action\n      ),\n      recommended_action_description: payload.recommendedAction.reason,\n      recommended_transactions:\n        payload.recommendedAction.recommendedTransactions.map((transaction) =>\n          toRecommendedReviewTransactionPayload(transaction)\n        ),\n      plaid_confidence_score:\n        payload.recommendedAction.plaidConfidenceScore ?? null,\n      zeni_confidence_score:\n        payload.recommendedAction.zeniConfidenceScore ?? null,\n    },\n  };\n};\n\nexport const toAccountReconciliationData = (\n  payload: ReconciliationDataPayload\n): AccountReconciliationData => {\n  const statementStatusCode = payload.statement_status?.code ?? 'not_found';\n  const statementStatusLabel = payload.statement_status?.label ?? 'Not Found';\n  const variance =\n    payload.bank_balance != null && payload.cleared_balance != null\n      ? toAmount(\n          Math.abs(payload.cleared_balance - payload.bank_balance),\n          payload.currency.currency_code,\n          payload.currency.currency_symbol\n        )\n      : undefined;\n  const variancePercentage =\n    variance != null &&\n    payload.bank_balance != null &&\n    payload.bank_balance !== 0\n      ? (variance.amount / Math.abs(payload.bank_balance)) * 100\n      : undefined;\n  return {\n    reconciliationId: payload.reconciliation_id ?? undefined,\n    accountId: payload.account_id,\n    reconciliationStatus: payload.status\n      ? {\n          code: toReconciliationStatusCodeType(payload.status.code),\n          label: payload.status.label,\n        }\n      : undefined,\n    statementStatus: {\n      code: toStatementStatusCodeType(statementStatusCode),\n      label: statementStatusLabel,\n    },\n    balanceDataStatus: payload.balance_data_status\n      ? {\n          code: toBalanceDataStatusCodeType(payload.balance_data_status.code),\n          label: payload.balance_data_status.label,\n        }\n      : undefined,\n    statementDataStatus: payload.statement_data_status\n      ? {\n          code: toStatementDataStatusCodeType(\n            payload.statement_data_status.code\n          ),\n          label: payload.statement_data_status.label,\n        }\n      : undefined,\n    statementMetaData: payload.statement_meta_data\n      ? {\n          fileId: payload.statement_meta_data.file_id,\n          statementUploadId: payload.statement_meta_data.statement_upload_id,\n        }\n      : undefined,\n    currency: {\n      currencyCode: payload.currency.currency_code,\n      currencySymbol: payload.currency.currency_symbol,\n    },\n    transactionsToReview: payload.transactions.review.map((transaction) =>\n      toTransactionsToReview(transaction, payload.currency)\n    ),\n    transactionsToReconcile: payload.transactions.reconcile.map(\n      (transaction) => transaction.transaction_id\n    ),\n    userId: payload.user_id ?? undefined,\n    variance: variance,\n    variancePercentage: variancePercentage,\n    bankBalance:\n      payload.bank_balance != null\n        ? toAmount(\n            payload.bank_balance,\n            payload.currency.currency_code,\n            payload.currency.currency_symbol\n          )\n        : undefined,\n    clearedBalance:\n      payload.cleared_balance != null\n        ? toAmount(\n            payload.cleared_balance,\n            payload.currency.currency_code,\n            payload.currency.currency_symbol\n          )\n        : undefined,\n    initialClearedBalance:\n      payload.initial_cleared_balance != null\n        ? toAmount(\n            payload.initial_cleared_balance,\n            payload.currency.currency_code,\n            payload.currency.currency_symbol\n          )\n        : undefined,\n    startDate: date(payload.start_date),\n    endDate: date(payload.end_date),\n    accountUpdatedAt:\n      payload.payment_account_updated_at != null\n        ? date(payload.payment_account_updated_at)\n        : undefined,\n    reconUpdatedAt:\n      payload.update_time != null ? date(payload.update_time) : undefined,\n    errorMessage:\n      payload.error_message != null\n        ? {\n            errorShort: payload.error_message.error_message,\n            errorDetails: payload.error_message.details_error,\n          }\n        : undefined,\n  };\n};\n\nexport const toRecommendedReviewTransaction = (\n  payload: RecommendedReviewTransactionPayload,\n  currencyPayload: CurrencyPayload\n): RecommendedReviewTransaction => {\n  return {\n    transactionId: payload.transaction_id ?? undefined,\n    merchantId: payload.merchant_id ?? undefined,\n    merchantName: payload.merchant_name ?? undefined,\n    merchantType:\n      payload.merchant_type != null\n        ? toMerchantType(payload.merchant_type)\n        : undefined,\n    classId: payload.class_id ?? undefined,\n    accountId: payload.account_id ?? undefined,\n    date: date(payload.transaction_date),\n    amount: toAmount(\n      payload.amount,\n      currencyPayload.currency_code,\n      currencyPayload.currency_symbol\n    ),\n    memo: payload.transaction_memo ?? undefined,\n    confidenceScore: payload.confidence_score,\n    recommendedReasons: payload.recommendation_reasons,\n    bookTransactionId: payload.book_transaction_id ?? undefined,\n  };\n};\n\nexport const toRecommendedReviewTransactionPayload = (\n  payload: RecommendedReviewTransaction\n): RecommendedReviewTransactionPayload => {\n  return {\n    transaction_date: payload.date.format(DEFAULT_DATE_FORMAT),\n    confidence_score: payload.confidenceScore,\n    transaction_memo: payload.memo,\n    recommendation_reasons: payload.recommendedReasons,\n    amount: payload.amount.amount,\n\n    ...(payload.transactionId != null\n      ? {transaction_id: payload.transactionId}\n      : {}),\n    ...(payload.merchantId != null ? {merchant_id: payload.merchantId} : {}),\n    ...(payload.merchantName != null\n      ? {merchant_name: payload.merchantName}\n      : {}),\n    ...(payload.merchantType != null\n      ? {merchant_type: toMerchantType(payload.merchantType)}\n      : {}),\n    ...(payload.classId != null ? {class_id: payload.classId} : {}),\n    ...(payload.accountId != null ? {account_id: payload.accountId} : {}),\n\n    ...(payload.bookTransactionId != null\n      ? {book_transaction_id: payload.bookTransactionId}\n      : {}),\n  };\n};\n"]}

package/lib/esm/entity/accountRecon/accountReconReducer.js

@@ -135,3 +135,4 @@ const doUpdateAccountRecon = (draft, selectedPeriod, accountReconDataPayload) =>
         draft.accountReconByAccountReconKey[toAccountReconKey(accountReconData.account_id, selectedPeriod)] = toAccountReconciliationData(accountReconData);
     });
 };
+//# sourceMappingURL=accountReconReducer.js.map