@zeniai/client-epic-state 5.1.18-betaDI1 → 5.1.18-betaDI2

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

@@ -0,0 +1,174 @@
+import { createSlice } from '@reduxjs/toolkit';
+import assignWith from 'lodash/assignWith';
+import { mapBalancePayloadToBalance } from '../../commonPayloadTypes/balanceChangePayload';
+import { mapCOABalanceGroupedPayloadToCOABalanceGrouped } from '../../commonPayloadTypes/coaBalancePayload';
+import { mapStatusPayloadToStatus } from '../../commonPayloadTypes/statusPayload';
+import { mapCOABalanceGroupedByPeriodPayloadV2ToCOABalanceGroupedByPeriod, } from '../../commonPayloadTypes/v2/coaBalancePayload';
+import { mapAccountBasePayloadToAccountBase, mapStatementCloseDayPayloadToStatementCloseDay, } from './accountPayload';
+import { getAccountKey, } from './accountState';
+export const initialState = {
+    accountsByKey: {},
+};
+const account = createSlice({
+    name: 'account',
+    initialState,
+    reducers: {
+        updateAccounts: {
+            reducer(draft, action) {
+                doUpdateAccounts(draft.accountsByKey, action.payload, action.meta.reportId, action.meta.classesViewParentId, action.meta.updateType);
+            },
+            prepare(payload, reportId, classesViewParentId, updateType = 'merge') {
+                return {
+                    payload,
+                    meta: { reportId, classesViewParentId, updateType },
+                };
+            },
+        },
+        updateMultipleSubAccountsWithBalances: {
+            reducer(draft, action) {
+                doUpdateSubAccountsWithBalances(draft.accountsByKey, action.payload.subAccountWithBalancesListPayloads, action.payload.currencyPayload, action.payload.reportId, action.payload.timeframe, action.payload.updateType);
+            },
+            prepare(subAccountWithBalancesListPayloads, currencyPayload, reportId, timeframe, updateType = 'merge') {
+                return {
+                    payload: {
+                        subAccountWithBalancesListPayloads,
+                        currencyPayload,
+                        reportId,
+                        updateType,
+                        timeframe,
+                    },
+                };
+            },
+        },
+        updateAccountStatementCloseDay(draft, action) {
+            const key = getAccountKey(action.payload.reportId, action.payload.accountId);
+            draft.accountsByKey[key].statementCloseDay =
+                action.payload.statementCloseDay;
+        },
+        changeAccountKey(draft, action) {
+            const { oldKey, newKey } = action.payload;
+            draft.accountsByKey[newKey] = draft.accountsByKey[oldKey];
+            delete draft.accountsByKey[oldKey];
+        },
+        clearAllAccounts(draft) {
+            draft.accountsByKey = {};
+        },
+    },
+});
+export const { updateAccounts, updateMultipleSubAccountsWithBalances, updateAccountStatementCloseDay, changeAccountKey, clearAllAccounts, } = account.actions;
+export default account.reducer;
+/**
+ * Helper functions.
+ */
+/**
+ * Update accountsById draft.
+ * @param draft
+ * @param payload
+ */
+function doUpdateAccounts(draft, payload, reportId, classesViewParentId, updateType) {
+    payload.forEach((accountPayload) => {
+        const latestAccount = mapAccountPayloadToAccount(accountPayload, reportId, classesViewParentId, undefined);
+        if (latestAccount.key in draft && updateType === 'merge') {
+            assignWith(draft[latestAccount.key], latestAccount, (objValue, srcValue) => (srcValue == null ? objValue : srcValue) // IMPORTANT: replace the value only when source has valid value. Otherwise keep the existing value!
+            );
+        }
+        else {
+            draft[latestAccount.key] = latestAccount;
+        }
+    });
+}
+function doUpdateSubAccountsWithBalances(draft, subAccountWithBalancesListPayload, currencyPayload, reportId, timeframe, updateType) {
+    for (let index = 0; index < subAccountWithBalancesListPayload.length; index++) {
+        const accountBasePayload = subAccountWithBalancesListPayload[index].accountMetadataPayload;
+        const accountBalancesPayload = subAccountWithBalancesListPayload[index].accountBalancesPayload;
+        const accountViewParentId = subAccountWithBalancesListPayload[index].accountsViewParentID;
+        const classesViewParentId = subAccountWithBalancesListPayload[index].classesViewParentID;
+        const projectsViewParentId = subAccountWithBalancesListPayload[index].projectsViewParentID;
+        doUpdateAccountWithBalancesV2(draft, accountBasePayload, accountBalancesPayload, currencyPayload, reportId, timeframe, classesViewParentId, accountViewParentId, projectsViewParentId, updateType);
+    }
+}
+function doUpdateAccountWithBalancesV2(draft, accountBasePayload, accountBalancesPayload, currencyPayload, reportId, timeframe, classesViewParentId, accountsViewParentId, projectsViewParentId, updateType) {
+    const key = getAccountKey(reportId, accountBasePayload.account_id, classesViewParentId, accountsViewParentId, projectsViewParentId);
+    const balancesByPeriod = mapCOABalanceGroupedByPeriodPayloadV2ToCOABalanceGroupedByPeriod(accountBalancesPayload, currencyPayload, timeframe);
+    if (key in draft && updateType === 'merge') {
+        // only add balances
+        draft[key].balancesByPeriod = Object.assign({}, draft[key].balancesByPeriod, balancesByPeriod);
+    }
+    else {
+        const latestAccount = {
+            ...mapAccountBasePayloadToAccountBase(accountBasePayload),
+            key,
+            accountsViewParentId,
+            classesViewParentId,
+            projectsViewParentId,
+        };
+        latestAccount.balancesByPeriod = balancesByPeriod;
+        draft[latestAccount.key] = latestAccount;
+    }
+}
+const mapAccountPayloadToAccount = (payload, reportId, classesViewParentId, accountsViewParentId) => ({
+    ...mapAccountBasePayloadToAccountBase(payload),
+    key: getAccountKey(reportId, payload.account_id, classesViewParentId, accountsViewParentId),
+    classesViewParentId,
+    accountsViewParentId,
+    status: payload.status == null
+        ? undefined
+        : mapStatusPayloadToStatus(payload.status),
+    balance: payload.balance == null
+        ? undefined
+        : mapBalancePayloadToBalance(payload.balance),
+    expenses: payload.expenses == null
+        ? undefined
+        : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.expenses),
+    income: payload.income == null
+        ? undefined
+        : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.income),
+    cogs: payload.cogs == null
+        ? undefined
+        : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.cogs),
+    cashPosition: payload.cash_position == null
+        ? undefined
+        : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.cash_position),
+    cashIn: payload.cash_in == null
+        ? undefined
+        : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.cash_in),
+    cashOut: payload.cash_out == null
+        ? undefined
+        : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.cash_out),
+    otherIncome: payload.other_income == null
+        ? undefined
+        : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.other_income),
+    otherExpenses: payload.other_expenses == null
+        ? undefined
+        : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.other_expenses),
+    equity: payload.equity == null
+        ? undefined
+        : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.equity),
+    assets: payload.assets == null
+        ? undefined
+        : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.assets),
+    liabilities: payload.liabilities == null
+        ? undefined
+        : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.liabilities),
+    operatingActivities: payload.operating_activities == null
+        ? undefined
+        : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.operating_activities),
+    investingActivities: payload.investing_activities == null
+        ? undefined
+        : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.investing_activities),
+    financingActivities: payload.financing_activities == null
+        ? undefined
+        : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.financing_activities),
+    statementCloseDay: payload.statement_close_day == null
+        ? undefined
+        : mapStatementCloseDayPayloadToStatementCloseDay(payload.statement_close_day),
+    qboId: payload.qbo_id == null ? undefined : payload.qbo_id,
+    coaId: payload.coa_id == null ? undefined : payload.coa_id,
+});
+export const emptyAccount = {
+    labels: [],
+    accountId: '',
+    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

@@ -0,0 +1,238 @@
+import { createSelector } from '@reduxjs/toolkit';
+import flatMap from 'lodash/flatMap';
+import { getCOABalances } from '../../commonStateTypes/coaBalance/coaBalance';
+import { sortComparator } from '../../commonStateTypes/coaBalance/sortBalancesByFreeRangeTotal';
+import { getAccountKey, isPaymentAccountType, } from './accountState';
+function getCommonAccountFields(accountState, id) {
+    const key = getAccountKey(id.reportId, id.accountId, id.classesViewParentId, id.accountsViewParentId, id.projectsViewParentId);
+    const account = accountState.accountsByKey[key];
+    if (account == null) {
+        throw new Error(`Account with ${key} doesn't exists`);
+    }
+    return {
+        accountId: account.accountId,
+        accountName: account.accountName,
+        accountType: account.accountType,
+        accountSubType: account.accountSubType,
+        accountDescription: account.accountDescription,
+        last4Digits: account.last4Digits,
+        logo: account.logo,
+        status: account.status,
+        balance: account.balance,
+        statementCloseDay: account.statementCloseDay,
+        qboId: account.qboId,
+        coaId: account.coaId,
+        classesViewParentId: account.classesViewParentId,
+        projectsViewParentId: account.projectsViewParentId,
+        accountsViewParentId: account.accountsViewParentId,
+        labels: account.labels,
+        isBillEditableCoaAccountType: account.isBillEditableCoaAccountType ?? false,
+        isDeleted: account.isDeleted ?? false,
+    };
+}
+export const getAccountBase = (accountState, accountId, reportId) => {
+    const key = getAccountKey(reportId, accountId);
+    const account = accountState.accountsByKey[key];
+    if (account == null) {
+        return undefined;
+    }
+    return {
+        accountId: account.accountId,
+        accountName: account.accountName,
+        tax1099Config: account.tax1099Config,
+        accountType: account.accountType,
+        accountSubType: account.accountSubType,
+        accountDescription: account.accountDescription,
+        last4Digits: account.last4Digits,
+        logo: account.logo,
+        qboId: account.qboId,
+        coaId: account.coaId,
+        labels: account.labels,
+        reconciliationSource: account.reconciliationSource,
+    };
+};
+/**
+ * Transfer-account IDs from the API are resolved under `transfer_accounts`; if that
+ * slice is not hydrated yet, fall back to `account_list` so dropdowns still populate.
+ */
+export const getAccountBaseForTransferAccounts = (accountState, accountId) => getAccountBase(accountState, accountId, 'transfer_accounts') ??
+    getAccountBase(accountState, accountId, 'account_list');
+/**
+ * Credit-card-only pool from the transfer-flow accounts API; falls back to `account_list`.
+ */
+export const getAccountBaseForCreditCardTransferAccounts = (accountState, accountId) => getAccountBase(accountState, accountId, 'credit_card_transfer_accounts') ??
+    getAccountBase(accountState, accountId, 'account_list');
+export function getAccount(accountState, id, filter, additionalBalancesOptions) {
+    const key = getAccountKey(id.reportId, id.accountId, id.classesViewParentId, id.accountsViewParentId, id.projectsViewParentId);
+    const account = accountState.accountsByKey[key];
+    if (account == null) {
+        throw new Error(`Account with ${key} doesn't exists`);
+    }
+    const balancesInTimeframe = getCOABalances(account.balancesByPeriod, filter, additionalBalancesOptions);
+    const expensesInTimeframe = getCOABalances(account.expenses, filter);
+    const incomeInTimeframe = getCOABalances(account.income, filter);
+    const cogsInTimeframe = getCOABalances(account.cogs, filter);
+    const cashPositionInTimeframe = getCOABalances(account.cashPosition, filter);
+    const cashInInTimeframe = getCOABalances(account.cashIn, filter);
+    const cashOutInTimeframe = getCOABalances(account.cashOut, filter);
+    const otherIncomeInTimeframe = getCOABalances(account.otherIncome, filter);
+    const otherExpensesInTimeframe = getCOABalances(account.otherExpenses, filter);
+    const equityInTimeframe = getCOABalances(account.equity, filter, additionalBalancesOptions);
+    const assetsInTimeframe = getCOABalances(account.assets, filter, additionalBalancesOptions);
+    const liabilitiesInTimeframe = getCOABalances(account.liabilities, filter, additionalBalancesOptions);
+    const operatingActivitiesInTimeframe = getCOABalances(account.operatingActivities, filter);
+    const investingActivitiesInTimeframe = getCOABalances(account.investingActivities, filter);
+    const financingActivitiesInTimeframe = getCOABalances(account.financingActivities, filter);
+    return {
+        ...getCommonAccountFields(accountState, id),
+        filter,
+        balancesInTimeframe,
+        expensesInTimeframe,
+        incomeInTimeframe,
+        cogsInTimeframe,
+        cashPositionInTimeframe,
+        cashInInTimeframe,
+        cashOutInTimeframe,
+        otherIncomeInTimeframe,
+        otherExpensesInTimeframe,
+        equityInTimeframe,
+        assetsInTimeframe,
+        liabilitiesInTimeframe,
+        operatingActivitiesInTimeframe,
+        investingActivitiesInTimeframe,
+        financingActivitiesInTimeframe,
+    };
+}
+export function getAccountWithBalance(accountState, id) {
+    return {
+        ...getCommonAccountFields(accountState, id),
+    };
+}
+export const getAccountsOrdered = (filter, accountState, id, orderBy, order = 'last_balance_descending') => id.accountIDs
+    .map((accountId) => getAccount(accountState, {
+    accountId,
+    reportId: id.reportId,
+    classesViewParentId: id.classesViewParentId,
+    accountsViewParentId: id.accountsViewParentId,
+    projectsViewParentId: id.projectsViewParentId,
+}, filter))
+    .sort((a, b) => {
+    switch (orderBy) {
+        case 'balance':
+            if (order === 'balances_total_descending') {
+                return ((b.balance?.available.amount ?? 0) -
+                    (a.balance?.available.amount ?? 0));
+            }
+            else if (order === 'balances_total_ascending') {
+                return ((a.balance?.available.amount ?? 0) -
+                    (b.balance?.available.amount ?? 0));
+            }
+            else {
+                return 0;
+            }
+        case 'expenses':
+            return sortComparator(a.expensesInTimeframe, b.expensesInTimeframe, filter.balancesRange.orderBy, order);
+        case 'income':
+            return sortComparator(a.incomeInTimeframe, b.incomeInTimeframe, filter.balancesRange.orderBy, order);
+        case 'cogs':
+            return sortComparator(a.cogsInTimeframe, b.cogsInTimeframe, filter.balancesRange.orderBy, order);
+        case 'cashPosition':
+            return sortComparator(a.cashPositionInTimeframe, b.cashPositionInTimeframe, filter.balancesRange.orderBy, order);
+        case 'cashIn':
+            return sortComparator(a.cashInInTimeframe, b.cashInInTimeframe, filter.balancesRange.orderBy, order);
+        case 'cashOut':
+            return sortComparator(a.cashOutInTimeframe, b.cashOutInTimeframe, filter.balancesRange.orderBy, order);
+        case 'otherIncome':
+            return sortComparator(a.otherIncomeInTimeframe, b.otherIncomeInTimeframe, filter.balancesRange.orderBy, order);
+        case 'otherExpenses':
+            return sortComparator(a.otherExpensesInTimeframe, b.otherExpensesInTimeframe, filter.balancesRange.orderBy, order);
+        case 'equity':
+            return sortComparator(a.equityInTimeframe, b.equityInTimeframe, filter.balancesRange.orderBy, order);
+        case 'assets':
+            return sortComparator(a.assetsInTimeframe, b.assetsInTimeframe, filter.balancesRange.orderBy, order);
+        case 'liabilities':
+            return sortComparator(a.liabilitiesInTimeframe, b.liabilitiesInTimeframe, filter.balancesRange.orderBy, order);
+        case 'operating_activities':
+            return sortComparator(a.operatingActivitiesInTimeframe, b.operatingActivitiesInTimeframe, filter.balancesRange.orderBy, order);
+        case 'investing_activities':
+            return sortComparator(a.investingActivitiesInTimeframe, b.investingActivitiesInTimeframe, filter.balancesRange.orderBy, order);
+        case 'financing_activities':
+            return sortComparator(a.financingActivitiesInTimeframe, b.financingActivitiesInTimeframe, filter.balancesRange.orderBy, order);
+    }
+});
+export const getAccountsByType = (accountState, accountTypes) => {
+    const accountsByType = {};
+    accountTypes.forEach((accountType) => {
+        accountsByType[accountType] = Object.values(accountState.accountsByKey).filter((account) => account.accountType === accountType);
+    });
+    return accountsByType;
+};
+export const getAccountIdsForTypes = (accountState, accountTypes) => {
+    const allAccountsByType = getAccountsByType(accountState, accountTypes);
+    let allAccountIdsForTypes = [];
+    accountTypes.forEach((accountType) => {
+        if (allAccountsByType[accountType] != null) {
+            allAccountIdsForTypes = [
+                ...allAccountIdsForTypes,
+                ...flatMap(allAccountsByType[accountType], (value) => value.accountId),
+            ];
+        }
+    });
+    return allAccountIdsForTypes;
+};
+export const getAccountIdsForLabels = (accountState, labels) => {
+    const allAccountIdsForLabels = [];
+    Object.entries(accountState.accountsByKey).forEach(([, account]) => {
+        for (let i = 0; i < account.labels.length; i++) {
+            if (labels.includes(account.labels[i])) {
+                allAccountIdsForLabels.push(account.accountId);
+            }
+        }
+    });
+    return allAccountIdsForLabels;
+};
+/**
+ * Returns all accounts currently in state (single pass over accountsByKey).
+ * Use for dropdowns that need account names and types; map to
+ * { accountId, accountName, accountType } as needed.
+ */
+export const getAllAccounts = (accountState) => Object.values(accountState.accountsByKey);
+/**
+ * Partitions accounts for transaction filter dropdowns: bank/credit_card → paymentAccountNames,
+ * all other account types → categoryOptions. Use for payment_account_name and category filter options.
+ *
+ * Memoised via `createSelector` so the composite `{categoryOptions,
+ * paymentAccountNames}` keeps a stable identity across Redux dispatches that
+ * don't change account data. Without this, every consumer using
+ * `useSelector(state => getTransactionFilterAccountOptions(state.accountState))`
+ * would re-render on every dispatch (the inline call returns a fresh outer
+ * object each time, defeating reference equality).
+ */
+export const getTransactionFilterAccountOptions = createSelector(
+// Key the memo on the underlying `accountsByKey` record rather than on
+// `getAllAccounts` output: the latter returns a fresh `Object.values(...)`
+// array on every call, which would defeat reselect's reference-equality
+// check and re-run the projection on every dispatch.
+[(accountState) => accountState.accountsByKey], (accountsByKey) => {
+    const accounts = Object.values(accountsByKey);
+    const paymentAccountNames = [];
+    const categoryOptions = [];
+    for (const account of accounts) {
+        if (account.accountType == null) {
+            continue;
+        }
+        const option = {
+            accountId: account.accountId,
+            accountName: account.accountName,
+            accountType: account.accountType,
+        };
+        if (isPaymentAccountType(account.accountType)) {
+            paymentAccountNames.push(option);
+        }
+        else {
+            categoryOptions.push(option);
+        }
+    }
+    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

@@ -0,0 +1,72 @@
+import { getNestedAccountIDStr, } from '../../commonStateTypes/accountView/nestedAccountID';
+import { getNestedClassIDStr, } from '../../commonStateTypes/classesView/nestedClassID';
+import { stringToUnion, stringToUnionStrict, } from '../../commonStateTypes/stringToUnion';
+export const ALL_ACCOUNT_TYPES = [
+    'bank',
+    'credit_card',
+    'expenses',
+    'cogs',
+    'income',
+    'cash_in',
+    'cash_out',
+    'cash_position',
+    'other_income',
+    'other_expense',
+    'accounts_receivable',
+    'other_current_assets',
+    'fixed_assets',
+    'other_assets',
+    'accounts_payable',
+    'other_current_liabilities',
+    'long_term_liabilities',
+    'equity',
+    'current_liabilities',
+    'current_assets',
+];
+export const toAccountType = (v) => stringToUnion(v, ALL_ACCOUNT_TYPES);
+export const toAccountTypeStrict = (v) => stringToUnionStrict(v ?? '', ALL_ACCOUNT_TYPES);
+/** Account types used for payment-account filters (e.g. transaction filter "payment account name"). */
+export const PAYMENT_ACCOUNT_TYPES = ['bank', 'credit_card'];
+export function isPaymentAccountType(accountType) {
+    return (accountType != null &&
+        PAYMENT_ACCOUNT_TYPES.includes(accountType));
+}
+const ALL_ACCOUNT_LABELS = [
+    'uncategorized_income',
+    'uncategorized_expense',
+    'prepaid_expenses',
+    'fixed_assets',
+    'bank_charges_and_fees',
+    'travel_transportation',
+    'accrued_expenses',
+];
+// eslint-disable-next-line @typescript-eslint/no-unused-vars
+const toAccountLabel = (v) => stringToUnion(v, ALL_ACCOUNT_LABELS);
+export const toAccountLabelStrict = (v) => stringToUnionStrict(v ?? '', ALL_ACCOUNT_LABELS);
+export function getAccountKey(reportIdUniqueKey, accountId, classesViewParentId, accountsViewParentId, projectsViewParentId) {
+    if (projectsViewParentId != null) {
+        return `${projectsViewParentId.sectionId}-${projectsViewParentId.projectId}-${accountId}-${reportIdUniqueKey}`;
+    }
+    if (classesViewParentId != null && accountsViewParentId == null) {
+        return `${classesViewParentId.sectionId}-${classesViewParentId.parentClassId != null
+            ? getNestedClassIDStr(classesViewParentId.parentClassId)
+            : ''}-${accountId}-${reportIdUniqueKey}`;
+    }
+    if (classesViewParentId == null && accountsViewParentId != null) {
+        return `${accountsViewParentId.sectionId}-${accountsViewParentId.parentAccountId != null
+            ? getNestedAccountIDStr(accountsViewParentId.parentAccountId)
+            : ''}-${accountId}-${reportIdUniqueKey}`;
+    }
+    if (classesViewParentId != null && accountsViewParentId != null) {
+        return `${classesViewParentId.sectionId}-${classesViewParentId.parentClassId != null
+            ? getNestedClassIDStr(classesViewParentId.parentClassId)
+            : ''}-${accountsViewParentId.sectionId}-${accountsViewParentId.parentAccountId != null
+            ? getNestedAccountIDStr(accountsViewParentId.parentAccountId)
+            : ''}-${accountId}-${reportIdUniqueKey}`;
+    }
+    return `${accountId}-${reportIdUniqueKey}`;
+}
+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"]}