@zeniai/client-epic-state 5.1.18-betaDI1 → 5.1.18-betaDI3

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

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+import { toAmountWC } from '../../commonStateTypes/amount';
+import { getSummationFreeRangeTotalBalance } from '../../commonStateTypes/coaBalance/additionalBalances/getSummationBalance';
+import { defaultCustomerCurrency } from '../../commonStateTypes/currencyHelper';
+import { reduceFetchStateParallelTimeframes } from '../../commonStateTypes/reduceFetchState';
+import { getSectionClassesViewReport } from '../../entity/sectionClassesViewV2/sectionClassesViewSelector';
+import { HORIZONTAL_CLASS_TOTAL_BALANCE_ID, } from './profitAndLossClassesByClassHorizontalSelectorTypes';
+import { enrichProfitAndLossByClassHorizontalReport } from './profitAndLossHorizontalEnrichment';
+/** Standard class ID returned by the accounting platform for transactions without an assigned class. */
+export const NOT_SPECIFIED_CLASS_ID = 'not_specified';
+export const profitAndLossHorizontalIdsInOrder = [
+    'income',
+    'cogs',
+    'grossProfit',
+    'expenses',
+    'earningsBeforeInterestAndTax',
+    'otherIncome',
+    'otherExpenses',
+    'netOtherIncome',
+    'netIncome',
+];
+const SECTION_TITLES = {
+    income: 'Income',
+    cogs: 'Cost of Goods Sold',
+    grossProfit: 'Gross Profit',
+    expenses: 'Expenses',
+    earningsBeforeInterestAndTax: 'Net Operating Income',
+    otherIncome: 'Other Income',
+    otherExpenses: 'Other Expenses',
+    netOtherIncome: 'Net Other Income',
+    netIncome: 'Net Income',
+};
+/** Sections fetched and pivoted for horizontal layout (excludes e.g. `netOperatingIncome`). */
+const HORIZONTAL_PANDL_SECTION_IDS = [
+    'income',
+    'cogs',
+    'expenses',
+    'otherIncome',
+    'otherExpenses',
+];
+export const getProfitAndLossClassesHorizontalView = (filter, accountState, classState, sectionsState, profitAndLossClassesViewState, selectedPeriod) => {
+    const fetchState = reduceFetchStateParallelTimeframes([
+        profitAndLossClassesViewState.fetchState.month,
+        profitAndLossClassesViewState.fetchState.quarter,
+        profitAndLossClassesViewState.fetchState.year,
+    ]);
+    const reportId = 'profit_and_loss_by_classes';
+    // Build class columns from the class hierarchy (top-level only).
+    // Use `filter.classesToFilterOut` so PDF/Excel downloads (fresh store, empty UI state)
+    // respect `classes_to_filter_out` from the request; in-app `classFilter` mirrors uiState.
+    const classColumns = buildClassColumns(profitAndLossClassesViewState.classHierarchy, filter.classesToFilterOut);
+    const sections = {};
+    const calculatedSections = {};
+    let reportCurrency = defaultCustomerCurrency;
+    if (fetchState.fetchState === 'Completed' && selectedPeriod != null) {
+        reportCurrency =
+            profitAndLossClassesViewState.currency ?? defaultCustomerCurrency;
+        // Fetch each section and pivot class→account to account→class in one pass
+        HORIZONTAL_PANDL_SECTION_IDS.forEach((sectionId) => {
+            const sectionReport = getSectionClassesViewReport(accountState, classState, sectionsState, { reportId, sectionId }, filter);
+            if (sectionReport != null) {
+                sections[sectionId] = pivotSectionToHorizontal(sectionReport, classColumns, SECTION_TITLES[sectionId] ?? sectionId, reportCurrency);
+            }
+        });
+        // Calculate derived sections
+        const incomeSection = sections['income'];
+        const cogsSection = sections['cogs'];
+        const expensesSection = sections['expenses'];
+        const otherIncomeSection = sections['otherIncome'];
+        const otherExpensesSection = sections['otherExpenses'];
+        // Gross Profit = Income - COGS
+        if (incomeSection != null && cogsSection != null) {
+            calculatedSections['grossProfit'] = computeCalculatedSection(incomeSection.classTotals, cogsSection.classTotals, incomeSection.sectionTotal, cogsSection.sectionTotal, 'subtract', SECTION_TITLES['grossProfit']);
+        }
+        // EBIT = Gross Profit - Expenses
+        const grossProfit = calculatedSections['grossProfit'];
+        if (grossProfit != null && expensesSection != null) {
+            calculatedSections['earningsBeforeInterestAndTax'] =
+                computeCalculatedSection(grossProfit.classTotals, expensesSection.classTotals, grossProfit.sectionTotal, expensesSection.sectionTotal, 'subtract', SECTION_TITLES['earningsBeforeInterestAndTax']);
+        }
+        // Net Other Income = Other Income - Other Expenses
+        if (otherIncomeSection != null && otherExpensesSection != null) {
+            calculatedSections['netOtherIncome'] = computeCalculatedSection(otherIncomeSection.classTotals, otherExpensesSection.classTotals, otherIncomeSection.sectionTotal, otherExpensesSection.sectionTotal, 'subtract', SECTION_TITLES['netOtherIncome']);
+        }
+        // Net Income = EBIT + Net Other Income
+        const ebit = calculatedSections['earningsBeforeInterestAndTax'];
+        const netOtherIncome = calculatedSections['netOtherIncome'];
+        if (ebit != null && netOtherIncome != null) {
+            calculatedSections['netIncome'] = computeCalculatedSection(ebit.classTotals, netOtherIncome.classTotals, ebit.sectionTotal, netOtherIncome.sectionTotal, 'add', SECTION_TITLES['netIncome']);
+        }
+    }
+    // Build synthetic header COABalances for rendering class names as column headers
+    const headerBalances = buildHeaderBalances(classColumns, filter.timeframe, selectedPeriod, reportCurrency);
+    const report = {
+        reportId,
+        reportTitle: 'Profit and Loss by Class',
+        firstMonthOfFY: profitAndLossClassesViewState.firstMonthOfFY,
+        fetchState: fetchState.fetchState,
+        bookCloseDate: profitAndLossClassesViewState.bookCloseDate,
+        dataAvailable: profitAndLossClassesViewState.dataAvailable,
+        selectedPeriod,
+        classColumns,
+        sections,
+        calculatedSections,
+        idsInOrder: profitAndLossHorizontalIdsInOrder,
+        uiState: profitAndLossClassesViewState.uiState,
+        headerBalances,
+    };
+    enrichProfitAndLossByClassHorizontalReport(report);
+    return report;
+};
+/**
+ * Build column definitions from class hierarchy (top-level classes only).
+ */
+function buildClassColumns(classHierarchy, classesToFilterOut) {
+    const filteredIds = new Set(classesToFilterOut.map((id) => id[0]));
+    return classHierarchy
+        .filter((c) => !filteredIds.has(c.classId[0]))
+        .map((c) => ({
+        classId: c.classId[0],
+        className: c.className,
+        nestedClassId: c.classId,
+        qboId: c.qboId,
+    }))
+        .sort((a, b) => {
+        const aIsNotSpecified = a.classId === NOT_SPECIFIED_CLASS_ID;
+        const bIsNotSpecified = b.classId === NOT_SPECIFIED_CLASS_ID;
+        if (aIsNotSpecified && !bIsNotSpecified) {
+            return 1;
+        }
+        if (!aIsNotSpecified && bIsNotSpecified) {
+            return -1;
+        }
+        return a.className.localeCompare(b.className, [], {
+            sensitivity: 'base',
+        });
+    });
+}
+/**
+ * Pivot a section from class→account→balances to account→class→balance (single period).
+ */
+function pivotSectionToHorizontal(section, classColumns, title, currency) {
+    // Map: accountId -> { accountName, classId -> balance }
+    const accountMap = new Map();
+    // Also track class totals
+    const classTotalMap = new Map();
+    classColumns.forEach((col) => classTotalMap.set(col.classId, 0));
+    // Iterate over each class in the section
+    section.classes.forEach((classReport) => {
+        const classId = classReport.id[0];
+        // Only process classes that are in our columns
+        if (!classTotalMap.has(classId)) {
+            return;
+        }
+        // Sum all sliced period balances (same slice as vertical columns; multi-period = range total)
+        const classBalance = sumBalancesInSlice(classReport.childrenBalancesTotal.balances);
+        classTotalMap.set(classId, classBalance);
+        // Iterate through accounts in this class
+        collectAccountsFromClass(classReport, classId, accountMap);
+    });
+    // Build account rows in COA tree order (same parent/child ordering as vertical P&L by class).
+    // Sorting by depth + name flattened the hierarchy and broke sub-account grouping.
+    const orderedIds = collectAccountIdsInTreeOrder(section, classColumns);
+    const usedIds = new Set();
+    const accounts = [];
+    const pushAccountRow = (accountId) => {
+        const accountData = accountMap.get(accountId);
+        if (accountData == null) {
+            return;
+        }
+        usedIds.add(accountId);
+        const classBalances = classColumns.map((col) => ({
+            classId: col.classId,
+            balance: toAmountWC(accountData.classBalances.get(col.classId) ?? 0, currency),
+        }));
+        const rowTotal = classBalances.reduce((sum, cb) => sum + cb.balance.amount, 0);
+        accounts.push({
+            accountId,
+            accountName: accountData.accountName,
+            accountType: accountData.accountType,
+            depth: accountData.depth,
+            classBalances,
+            rowTotal: toAmountWC(rowTotal, currency),
+        });
+    };
+    for (const id of orderedIds) {
+        pushAccountRow(id);
+    }
+    for (const accountId of accountMap.keys()) {
+        if (!usedIds.has(accountId)) {
+            pushAccountRow(accountId);
+        }
+    }
+    // Build class totals
+    const classTotals = classColumns.map((col) => ({
+        classId: col.classId,
+        balance: toAmountWC(classTotalMap.get(col.classId) ?? 0, currency),
+    }));
+    const sectionTotal = classTotals.reduce((sum, ct) => sum + ct.balance.amount, 0);
+    return {
+        title,
+        accounts,
+        classTotals,
+        sectionTotal: toAmountWC(sectionTotal, currency),
+    };
+}
+/**
+ * DFS account ids in the same order as vertical P&L by class, using the first class
+ * column that appears in this section as the canonical tree (structure is identical per class).
+ */
+function collectAccountIdsInTreeOrder(section, classColumns) {
+    const ids = [];
+    const visitNested = (nested) => {
+        ids.push(nested.account.accountId);
+        nested.children.forEach(visitNested);
+    };
+    for (const col of classColumns) {
+        const classReport = section.classes.find((c) => c.id[0] === col.classId);
+        if (classReport == null) {
+            continue;
+        }
+        classReport.class.accounts.forEach(visitNested);
+        return ids;
+    }
+    return ids;
+}
+/**
+ * Recursively collect account balances from a NestedClassReportV2 into accountMap.
+ */
+function collectAccountsFromClass(classReport, classId, accountMap) {
+    // Process accounts directly on this class (depth 2 matches vertical `AccountsSection` first level)
+    classReport.class.accounts.forEach((nestedAccount) => {
+        collectAccountsFromNestedAccount(nestedAccount, classId, accountMap, 2);
+    });
+}
+/**
+ * Recursively collect accounts from NestedAccountReport (handles sub-accounts).
+ */
+function collectAccountsFromNestedAccount(nestedAccount, classId, accountMap, depth) {
+    const accountId = nestedAccount.account.accountId;
+    const accountName = nestedAccount.account.accountName;
+    const balance = sumBalancesInSlice(nestedAccount.account.balancesInTimeframe.balances);
+    if (!accountMap.has(accountId)) {
+        accountMap.set(accountId, {
+            accountName,
+            accountType: nestedAccount.account.accountType,
+            depth,
+            classBalances: new Map(),
+        });
+    }
+    const accountData = accountMap.get(accountId);
+    if (accountData == null) {
+        return;
+    }
+    accountData.depth = Math.max(accountData.depth, depth);
+    if (accountData.accountType == null &&
+        nestedAccount.account.accountType != null) {
+        accountData.accountType = nestedAccount.account.accountType;
+    }
+    const existing = accountData.classBalances.get(classId) ?? 0;
+    accountData.classBalances.set(classId, existing + balance);
+    // Process sub-accounts
+    nestedAccount.children.forEach((child) => {
+        collectAccountsFromNestedAccount(child, classId, accountMap, depth + 1);
+    });
+}
+/**
+ * Total `balance.amount` for the current COA slice (same aggregation as
+ * `getSummationFreeRangeTotalBalance`, used for class totals and account rows).
+ */
+function sumBalancesInSlice(balances) {
+    if (balances.length === 0) {
+        return 0;
+    }
+    const summed = getSummationFreeRangeTotalBalance(balances);
+    return summed?.balance.amount ?? 0;
+}
+/**
+ * Compute a calculated section by adding or subtracting two sets of class totals.
+ */
+function computeCalculatedSection(aTotals, bTotals, aTotal, bTotal, operation, title) {
+    const currency = {
+        currencyCode: aTotal.currencyCode,
+        currencySymbol: aTotal.currencySymbol,
+    };
+    const bTotalsMap = new Map(bTotals.map((b) => [b.classId, b.balance.amount]));
+    const classTotals = aTotals.map((a) => {
+        const bAmount = bTotalsMap.get(a.classId) ?? 0;
+        const resultAmount = operation === 'add'
+            ? a.balance.amount + bAmount
+            : a.balance.amount - bAmount;
+        return {
+            classId: a.classId,
+            balance: toAmountWC(resultAmount, currency),
+        };
+    });
+    const sectionTotalAmount = operation === 'add'
+        ? aTotal.amount + bTotal.amount
+        : aTotal.amount - bTotal.amount;
+    return {
+        title,
+        classTotals,
+        sectionTotal: toAmountWC(sectionTotalAmount, currency),
+    };
+}
+/**
+ * Build synthetic COABalance array for header rendering.
+ * One entry per class column + one for "Total".
+ */
+function buildHeaderBalances(classColumns, timeframe, selectedPeriod, currency) {
+    if (selectedPeriod == null) {
+        return [];
+    }
+    const { endDate, startDate } = selectedPeriod;
+    const balances = classColumns.map((col) => ({
+        balance: toAmountWC(0, currency),
+        balanceTimeFrame: timeframe,
+        endDate,
+        startDate,
+        type: 'default',
+        label: col.className,
+        id: col.classId,
+    }));
+    // Add a "Total" column
+    balances.push({
+        balance: toAmountWC(0, currency),
+        balanceTimeFrame: timeframe,
+        endDate,
+        startDate,
+        type: 'default',
+        label: 'Total',
+        id: HORIZONTAL_CLASS_TOTAL_BALANCE_ID,
+    });
+    return balances;
+}
+//# sourceMappingURL=profitAndLossClassesByClassHorizontalSelector.js.map

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

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{Amount, Currency, toAmountWC} from '../../commonStateTypes/amount';\nimport {NestedClassHierarchyForReport} from '../../commonStateTypes/classesView/nestedClassID';\nimport {getSummationFreeRangeTotalBalance} from '../../commonStateTypes/coaBalance/additionalBalances/getSummationBalance';\nimport {\n  COABalance,\n  COABalanceTimeFrame,\n} from '../../commonStateTypes/coaBalance/coaBalance';\nimport {COABalancesFilterClassesView} from '../../commonStateTypes/coaBalance/coaBalancesFilterClassesView';\nimport {defaultCustomerCurrency} from '../../commonStateTypes/currencyHelper';\nimport {reduceFetchStateParallelTimeframes} from '../../commonStateTypes/reduceFetchState';\nimport {AccountState, AccountType} from '../../entity/account/accountState';\nimport {NestedAccountReport} from '../../entity/account/subAccountSelector';\nimport {ClassState} from '../../entity/class/classState';\nimport {getSectionClassesViewReport} from '../../entity/sectionClassesViewV2/sectionClassesViewSelector';\nimport {\n  NestedClassReportV2,\n  SectionClassesViewReportV2,\n} from '../../entity/sectionClassesViewV2/sectionClassesViewSelectorTypes';\nimport {SectionClassesViewStateV2} from '../../entity/sectionClassesViewV2/sectionClassesViewState';\nimport {ZeniDate} from '../../zeniDayJS';\nimport {\n  ClassColumnDefinition,\n  HORIZONTAL_CLASS_TOTAL_BALANCE_ID,\n  HorizontalAccountRow,\n  HorizontalCalculatedSection,\n  HorizontalClassBalance,\n  HorizontalSectionReport,\n  ProfitAndLossByClassHorizontalReport,\n} from './profitAndLossClassesByClassHorizontalSelectorTypes';\nimport {\n  PandLReportViewCalculatedSectionID,\n  PandLReportViewSectionID,\n} from './profitAndLossClassesViewSelectorTypes';\nimport {ProfitAndLossClassesViewState} from './profitAndLossClassesViewState';\nimport {enrichProfitAndLossByClassHorizontalReport} from './profitAndLossHorizontalEnrichment';\n\n/** Standard class ID returned by the accounting platform for transactions without an assigned class. */\nexport const NOT_SPECIFIED_CLASS_ID = 'not_specified';\n\nexport const profitAndLossHorizontalIdsInOrder: (\n  | PandLReportViewSectionID\n  | PandLReportViewCalculatedSectionID\n)[] = [\n  'income',\n  'cogs',\n  'grossProfit',\n  'expenses',\n  'earningsBeforeInterestAndTax',\n  'otherIncome',\n  'otherExpenses',\n  'netOtherIncome',\n  'netIncome',\n];\n\nconst SECTION_TITLES: Record<string, string> = {\n  income: 'Income',\n  cogs: 'Cost of Goods Sold',\n  grossProfit: 'Gross Profit',\n  expenses: 'Expenses',\n  earningsBeforeInterestAndTax: 'Net Operating Income',\n  otherIncome: 'Other Income',\n  otherExpenses: 'Other Expenses',\n  netOtherIncome: 'Net Other Income',\n  netIncome: 'Net Income',\n};\n\n/** Sections fetched and pivoted for horizontal layout (excludes e.g. `netOperatingIncome`). */\nconst HORIZONTAL_PANDL_SECTION_IDS: readonly PandLReportViewSectionID[] = [\n  'income',\n  'cogs',\n  'expenses',\n  'otherIncome',\n  'otherExpenses',\n];\n\nexport const getProfitAndLossClassesHorizontalView = (\n  filter: COABalancesFilterClassesView,\n  accountState: AccountState,\n  classState: ClassState,\n  sectionsState: SectionClassesViewStateV2,\n  profitAndLossClassesViewState: ProfitAndLossClassesViewState,\n  selectedPeriod: {endDate: ZeniDate; startDate: ZeniDate} | undefined\n): ProfitAndLossByClassHorizontalReport => {\n  const fetchState = reduceFetchStateParallelTimeframes([\n    profitAndLossClassesViewState.fetchState.month,\n    profitAndLossClassesViewState.fetchState.quarter,\n    profitAndLossClassesViewState.fetchState.year,\n  ]);\n\n  const reportId = 'profit_and_loss_by_classes';\n\n  // Build class columns from the class hierarchy (top-level only).\n  // Use `filter.classesToFilterOut` so PDF/Excel downloads (fresh store, empty UI state)\n  // respect `classes_to_filter_out` from the request; in-app `classFilter` mirrors uiState.\n  const classColumns = buildClassColumns(\n    profitAndLossClassesViewState.classHierarchy,\n    filter.classesToFilterOut\n  );\n\n  const sections: Partial<\n    Record<PandLReportViewSectionID, HorizontalSectionReport>\n  > = {};\n  const calculatedSections: Partial<\n    Record<PandLReportViewCalculatedSectionID, HorizontalCalculatedSection>\n  > = {};\n\n  let reportCurrency: Currency = defaultCustomerCurrency;\n\n  if (fetchState.fetchState === 'Completed' && selectedPeriod != null) {\n    reportCurrency =\n      profitAndLossClassesViewState.currency ?? defaultCustomerCurrency;\n\n    // Fetch each section and pivot class→account to account→class in one pass\n    HORIZONTAL_PANDL_SECTION_IDS.forEach((sectionId) => {\n      const sectionReport = getSectionClassesViewReport(\n        accountState,\n        classState,\n        sectionsState,\n        {reportId, sectionId},\n        filter\n      );\n      if (sectionReport != null) {\n        sections[sectionId] = pivotSectionToHorizontal(\n          sectionReport,\n          classColumns,\n          SECTION_TITLES[sectionId] ?? sectionId,\n          reportCurrency\n        );\n      }\n    });\n\n    // Calculate derived sections\n    const incomeSection = sections['income'];\n    const cogsSection = sections['cogs'];\n    const expensesSection = sections['expenses'];\n    const otherIncomeSection = sections['otherIncome'];\n    const otherExpensesSection = sections['otherExpenses'];\n\n    // Gross Profit = Income - COGS\n    if (incomeSection != null && cogsSection != null) {\n      calculatedSections['grossProfit'] = computeCalculatedSection(\n        incomeSection.classTotals,\n        cogsSection.classTotals,\n        incomeSection.sectionTotal,\n        cogsSection.sectionTotal,\n        'subtract',\n        SECTION_TITLES['grossProfit']\n      );\n    }\n\n    // EBIT = Gross Profit - Expenses\n    const grossProfit = calculatedSections['grossProfit'];\n    if (grossProfit != null && expensesSection != null) {\n      calculatedSections['earningsBeforeInterestAndTax'] =\n        computeCalculatedSection(\n          grossProfit.classTotals,\n          expensesSection.classTotals,\n          grossProfit.sectionTotal,\n          expensesSection.sectionTotal,\n          'subtract',\n          SECTION_TITLES['earningsBeforeInterestAndTax']\n        );\n    }\n\n    // Net Other Income = Other Income - Other Expenses\n    if (otherIncomeSection != null && otherExpensesSection != null) {\n      calculatedSections['netOtherIncome'] = computeCalculatedSection(\n        otherIncomeSection.classTotals,\n        otherExpensesSection.classTotals,\n        otherIncomeSection.sectionTotal,\n        otherExpensesSection.sectionTotal,\n        'subtract',\n        SECTION_TITLES['netOtherIncome']\n      );\n    }\n\n    // Net Income = EBIT + Net Other Income\n    const ebit = calculatedSections['earningsBeforeInterestAndTax'];\n    const netOtherIncome = calculatedSections['netOtherIncome'];\n    if (ebit != null && netOtherIncome != null) {\n      calculatedSections['netIncome'] = computeCalculatedSection(\n        ebit.classTotals,\n        netOtherIncome.classTotals,\n        ebit.sectionTotal,\n        netOtherIncome.sectionTotal,\n        'add',\n        SECTION_TITLES['netIncome']\n      );\n    }\n  }\n\n  // Build synthetic header COABalances for rendering class names as column headers\n  const headerBalances = buildHeaderBalances(\n    classColumns,\n    filter.timeframe,\n    selectedPeriod,\n    reportCurrency\n  );\n\n  const report: ProfitAndLossByClassHorizontalReport = {\n    reportId,\n    reportTitle: 'Profit and Loss by Class',\n    firstMonthOfFY: profitAndLossClassesViewState.firstMonthOfFY,\n    fetchState: fetchState.fetchState,\n    bookCloseDate: profitAndLossClassesViewState.bookCloseDate,\n    dataAvailable: profitAndLossClassesViewState.dataAvailable,\n    selectedPeriod,\n    classColumns,\n    sections,\n    calculatedSections,\n    idsInOrder: profitAndLossHorizontalIdsInOrder,\n    uiState: profitAndLossClassesViewState.uiState,\n    headerBalances,\n  };\n  enrichProfitAndLossByClassHorizontalReport(report);\n  return report;\n};\n\n/**\n * Build column definitions from class hierarchy (top-level classes only).\n */\nfunction buildClassColumns(\n  classHierarchy: NestedClassHierarchyForReport[],\n  classesToFilterOut: readonly (readonly string[])[]\n): ClassColumnDefinition[] {\n  const filteredIds = new Set(classesToFilterOut.map((id) => id[0]));\n  return classHierarchy\n    .filter((c) => !filteredIds.has(c.classId[0]))\n    .map((c) => ({\n      classId: c.classId[0],\n      className: c.className,\n      nestedClassId: c.classId,\n      qboId: c.qboId,\n    }))\n    .sort((a, b) => {\n      const aIsNotSpecified = a.classId === NOT_SPECIFIED_CLASS_ID;\n      const bIsNotSpecified = b.classId === NOT_SPECIFIED_CLASS_ID;\n      if (aIsNotSpecified && !bIsNotSpecified) {\n        return 1;\n      }\n      if (!aIsNotSpecified && bIsNotSpecified) {\n        return -1;\n      }\n      return a.className.localeCompare(b.className, [], {\n        sensitivity: 'base',\n      });\n    });\n}\n\n/**\n * Pivot a section from class→account→balances to account→class→balance (single period).\n */\nfunction pivotSectionToHorizontal(\n  section: SectionClassesViewReportV2,\n  classColumns: ClassColumnDefinition[],\n  title: string,\n  currency: Currency\n): HorizontalSectionReport {\n  // Map: accountId -> { accountName, classId -> balance }\n  const accountMap = new Map<\n    string,\n    {\n      accountName: string;\n      classBalances: Map<string, number>;\n      /** Max depth seen across classes (aligns with vertical `AccountsSection` depth). */\n      depth: number;\n      accountType?: AccountType;\n    }\n  >();\n\n  // Also track class totals\n  const classTotalMap = new Map<string, number>();\n  classColumns.forEach((col) => classTotalMap.set(col.classId, 0));\n\n  // Iterate over each class in the section\n  section.classes.forEach((classReport) => {\n    const classId = classReport.id[0];\n    // Only process classes that are in our columns\n    if (!classTotalMap.has(classId)) {\n      return;\n    }\n\n    // Sum all sliced period balances (same slice as vertical columns; multi-period = range total)\n    const classBalance = sumBalancesInSlice(\n      classReport.childrenBalancesTotal.balances\n    );\n    classTotalMap.set(classId, classBalance);\n\n    // Iterate through accounts in this class\n    collectAccountsFromClass(classReport, classId, accountMap);\n  });\n\n  // Build account rows in COA tree order (same parent/child ordering as vertical P&L by class).\n  // Sorting by depth + name flattened the hierarchy and broke sub-account grouping.\n  const orderedIds = collectAccountIdsInTreeOrder(section, classColumns);\n  const usedIds = new Set<string>();\n  const accounts: HorizontalAccountRow[] = [];\n\n  const pushAccountRow = (accountId: string): void => {\n    const accountData = accountMap.get(accountId);\n    if (accountData == null) {\n      return;\n    }\n    usedIds.add(accountId);\n    const classBalances: HorizontalClassBalance[] = classColumns.map((col) => ({\n      classId: col.classId,\n      balance: toAmountWC(\n        accountData.classBalances.get(col.classId) ?? 0,\n        currency\n      ),\n    }));\n\n    const rowTotal = classBalances.reduce(\n      (sum, cb) => sum + cb.balance.amount,\n      0\n    );\n\n    accounts.push({\n      accountId,\n      accountName: accountData.accountName,\n      accountType: accountData.accountType,\n      depth: accountData.depth,\n      classBalances,\n      rowTotal: toAmountWC(rowTotal, currency),\n    });\n  };\n\n  for (const id of orderedIds) {\n    pushAccountRow(id);\n  }\n  for (const accountId of accountMap.keys()) {\n    if (!usedIds.has(accountId)) {\n      pushAccountRow(accountId);\n    }\n  }\n\n  // Build class totals\n  const classTotals: HorizontalClassBalance[] = classColumns.map((col) => ({\n    classId: col.classId,\n    balance: toAmountWC(classTotalMap.get(col.classId) ?? 0, currency),\n  }));\n\n  const sectionTotal = classTotals.reduce(\n    (sum, ct) => sum + ct.balance.amount,\n    0\n  );\n\n  return {\n    title,\n    accounts,\n    classTotals,\n    sectionTotal: toAmountWC(sectionTotal, currency),\n  };\n}\n\n/**\n * DFS account ids in the same order as vertical P&L by class, using the first class\n * column that appears in this section as the canonical tree (structure is identical per class).\n */\nfunction collectAccountIdsInTreeOrder(\n  section: SectionClassesViewReportV2,\n  classColumns: ClassColumnDefinition[]\n): string[] {\n  const ids: string[] = [];\n\n  const visitNested = (nested: NestedAccountReport): void => {\n    ids.push(nested.account.accountId);\n    nested.children.forEach(visitNested);\n  };\n\n  for (const col of classColumns) {\n    const classReport = section.classes.find((c) => c.id[0] === col.classId);\n    if (classReport == null) {\n      continue;\n    }\n    classReport.class.accounts.forEach(visitNested);\n    return ids;\n  }\n\n  return ids;\n}\n\n/**\n * Recursively collect account balances from a NestedClassReportV2 into accountMap.\n */\nfunction collectAccountsFromClass(\n  classReport: NestedClassReportV2,\n  classId: string,\n  accountMap: Map<\n    string,\n    {\n      accountName: string;\n      classBalances: Map<string, number>;\n      depth: number;\n      accountType?: AccountType;\n    }\n  >\n): void {\n  // Process accounts directly on this class (depth 2 matches vertical `AccountsSection` first level)\n  classReport.class.accounts.forEach((nestedAccount) => {\n    collectAccountsFromNestedAccount(nestedAccount, classId, accountMap, 2);\n  });\n}\n\n/**\n * Recursively collect accounts from NestedAccountReport (handles sub-accounts).\n */\nfunction collectAccountsFromNestedAccount(\n  nestedAccount: NestedAccountReport,\n  classId: string,\n  accountMap: Map<\n    string,\n    {\n      accountName: string;\n      classBalances: Map<string, number>;\n      depth: number;\n      accountType?: AccountType;\n    }\n  >,\n  depth: number\n): void {\n  const accountId = nestedAccount.account.accountId;\n  const accountName = nestedAccount.account.accountName;\n  const balance = sumBalancesInSlice(\n    nestedAccount.account.balancesInTimeframe.balances\n  );\n\n  if (!accountMap.has(accountId)) {\n    accountMap.set(accountId, {\n      accountName,\n      accountType: nestedAccount.account.accountType,\n      depth,\n      classBalances: new Map(),\n    });\n  }\n  const accountData = accountMap.get(accountId);\n  if (accountData == null) {\n    return;\n  }\n  accountData.depth = Math.max(accountData.depth, depth);\n  if (\n    accountData.accountType == null &&\n    nestedAccount.account.accountType != null\n  ) {\n    accountData.accountType = nestedAccount.account.accountType;\n  }\n  const existing = accountData.classBalances.get(classId) ?? 0;\n  accountData.classBalances.set(classId, existing + balance);\n\n  // Process sub-accounts\n  nestedAccount.children.forEach((child) => {\n    collectAccountsFromNestedAccount(child, classId, accountMap, depth + 1);\n  });\n}\n\n/**\n * Total `balance.amount` for the current COA slice (same aggregation as\n * `getSummationFreeRangeTotalBalance`, used for class totals and account rows).\n */\nfunction sumBalancesInSlice(balances: readonly COABalance[]): number {\n  if (balances.length === 0) {\n    return 0;\n  }\n  const summed = getSummationFreeRangeTotalBalance(balances);\n  return summed?.balance.amount ?? 0;\n}\n\n/**\n * Compute a calculated section by adding or subtracting two sets of class totals.\n */\nfunction computeCalculatedSection(\n  aTotals: HorizontalClassBalance[],\n  bTotals: HorizontalClassBalance[],\n  aTotal: Amount,\n  bTotal: Amount,\n  operation: 'add' | 'subtract',\n  title: string\n): HorizontalCalculatedSection {\n  const currency: Currency = {\n    currencyCode: aTotal.currencyCode,\n    currencySymbol: aTotal.currencySymbol,\n  };\n  const bTotalsMap = new Map(bTotals.map((b) => [b.classId, b.balance.amount]));\n  const classTotals: HorizontalClassBalance[] = aTotals.map((a) => {\n    const bAmount = bTotalsMap.get(a.classId) ?? 0;\n    const resultAmount =\n      operation === 'add'\n        ? a.balance.amount + bAmount\n        : a.balance.amount - bAmount;\n    return {\n      classId: a.classId,\n      balance: toAmountWC(resultAmount, currency),\n    };\n  });\n\n  const sectionTotalAmount =\n    operation === 'add'\n      ? aTotal.amount + bTotal.amount\n      : aTotal.amount - bTotal.amount;\n\n  return {\n    title,\n    classTotals,\n    sectionTotal: toAmountWC(sectionTotalAmount, currency),\n  };\n}\n\n/**\n * Build synthetic COABalance array for header rendering.\n * One entry per class column + one for \"Total\".\n */\nfunction buildHeaderBalances(\n  classColumns: ClassColumnDefinition[],\n  timeframe: COABalanceTimeFrame,\n  selectedPeriod: {endDate: ZeniDate; startDate: ZeniDate} | undefined,\n  currency: Currency\n): COABalance[] {\n  if (selectedPeriod == null) {\n    return [];\n  }\n  const {endDate, startDate} = selectedPeriod;\n\n  const balances: COABalance[] = classColumns.map((col) => ({\n    balance: toAmountWC(0, currency),\n    balanceTimeFrame: timeframe,\n    endDate,\n    startDate,\n    type: 'default' as const,\n    label: col.className,\n    id: col.classId,\n  }));\n\n  // Add a \"Total\" column\n  balances.push({\n    balance: toAmountWC(0, currency),\n    balanceTimeFrame: timeframe,\n    endDate,\n    startDate,\n    type: 'default' as const,\n    label: 'Total',\n    id: HORIZONTAL_CLASS_TOTAL_BALANCE_ID,\n  });\n\n  return balances;\n}\n"]}

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

@@ -0,0 +1,10 @@
+/** Synthetic COABalance `id` for the horizontal class report Total column (transaction routing). */
+export const HORIZONTAL_CLASS_TOTAL_BALANCE_ID = '__horizontal_total__';
+export function isHorizontalAccountReportData(data) {
+    return (typeof data === 'object' &&
+        data !== null &&
+        'depth' in data &&
+        typeof data.depth === 'number' &&
+        !('filter' in data));
+}
+//# sourceMappingURL=profitAndLossClassesByClassHorizontalSelectorTypes.js.map

package/lib/esm/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelectorTypes.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"profitAndLossClassesByClassHorizontalSelectorTypes.js","sourceRoot":"","sources":["../../../../src/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelectorTypes.ts"],"names":[],"mappings":"AA4BA,oGAAoG;AACpG,MAAM,CAAC,MAAM,iCAAiC,GAAG,sBAAsB,CAAC;AAiCxE,MAAM,UAAU,6BAA6B,CAC3C,IAAa;IAEb,OAAO,CACL,OAAO,IAAI,KAAK,QAAQ;QACxB,IAAI,KAAK,IAAI;QACb,OAAO,IAAI,IAAI;QACf,OAAQ,IAAoC,CAAC,KAAK,KAAK,QAAQ;QAC/D,CAAC,CAAC,QAAQ,IAAI,IAAI,CAAC,CACpB,CAAC;AACJ,CAAC","sourcesContent":["import {Amount} from '../../commonStateTypes/amount';\nimport {NestedClassID} from '../../commonStateTypes/classesView/nestedClassID';\nimport {COABalance} from '../../commonStateTypes/coaBalance/coaBalance';\nimport {COABalancesSlice} from '../../commonStateTypes/coaBalance/coaBalancesFilter';\nimport {FetchState, ID} from '../../commonStateTypes/common';\nimport {DataAvailable} from '../../commonStateTypes/dataAvailable';\nimport {Month} from '../../commonStateTypes/timePeriod';\nimport {ReportID} from '../../commonStateTypes/viewAndReport/viewAndReport';\nimport {AccountType} from '../../entity/account/accountState';\nimport {ZeniDate} from '../../zeniDayJS';\nimport {\n  PandLReportViewCalculatedSectionID,\n  PandLReportViewSectionID,\n} from './profitAndLossClassesViewSelectorTypes';\nimport {ProfitAndLossClassesViewUIState} from './profitAndLossClassesViewState';\n\nexport interface ClassColumnDefinition {\n  classId: string;\n  className: string;\n  nestedClassId: NestedClassID;\n  qboId?: ID;\n}\n\nexport interface HorizontalClassBalance {\n  balance: Amount;\n  classId: string;\n}\n\n/** Synthetic COABalance `id` for the horizontal class report Total column (transaction routing). */\nexport const HORIZONTAL_CLASS_TOTAL_BALANCE_ID = '__horizontal_total__';\n\n/** One line in the account column tree chrome (same role as report-tree ancestor metadata). */\nexport interface HorizontalAccountTreeLineMetadata {\n  depth: number;\n  hasChildren: boolean;\n  hasSibling: boolean;\n  isLastNode: boolean;\n  name?: string;\n}\n\nexport interface HorizontalAccountTreeView {\n  hasChildren: boolean;\n  hasSiblings: boolean;\n  isLastNode: boolean;\n  isLeaf: boolean;\n  subAccountAncestorMetadata: HorizontalAccountTreeLineMetadata[];\n  treeDepth: number;\n}\n\n/**\n * Row payload for horizontal P&L-by-class account cells (synthetic balances + tree chrome).\n */\nexport interface HorizontalAccountReportData {\n  accountId: string;\n  accountName: string;\n  balancesInTimeframe: COABalancesSlice;\n  /** Nesting depth in the section account tree (matches `HorizontalAccountRow.depth`). */\n  depth: number;\n  accountType?: AccountType;\n  horizontalTreeView?: HorizontalAccountTreeView;\n}\n\nexport function isHorizontalAccountReportData(\n  data: unknown\n): data is HorizontalAccountReportData {\n  return (\n    typeof data === 'object' &&\n    data !== null &&\n    'depth' in data &&\n    typeof (data as HorizontalAccountReportData).depth === 'number' &&\n    !('filter' in data)\n  );\n}\n\nexport interface HorizontalAccountRow {\n  accountId: string;\n  accountName: string;\n  classBalances: HorizontalClassBalance[];\n  /** Matches vertical classes PDF account indentation (`depth * 6` pt); top-level rows use 2. */\n  depth: number;\n  rowTotal: Amount;\n  /**\n   * Filled by `enrichProfitAndLossByClassHorizontalReport` for UI tree mapping\n   * (balances slice + `TreeViewRow` metadata).\n   */\n  accountReportData?: HorizontalAccountReportData;\n  /** COA account type (same as vertical `AccountReport.accountType`) for transaction links. */\n  accountType?: AccountType;\n}\n\n/** Nested account row structure for a horizontal section (flat rows → tree). */\nexport interface HorizontalSectionTreeLayout {\n  /** Parent row index → child row indices. */\n  childrenRowIndicesByParent: Record<number, number[]>;\n  rootAccountRowIndices: number[];\n}\n\nexport interface HorizontalSectionReport {\n  accounts: HorizontalAccountRow[];\n  classTotals: HorizontalClassBalance[];\n  sectionTotal: Amount;\n  title: string;\n  /** Synthetic balances for the section header row (class columns + Total); set by enrichment. */\n  sectionHeaderBalancesSlice?: COABalancesSlice;\n  /** Row hierarchy for mapping to report-tree nodes; set by enrichment. */\n  treeLayout?: HorizontalSectionTreeLayout;\n}\n\nexport interface HorizontalCalculatedSection {\n  classTotals: HorizontalClassBalance[];\n  sectionTotal: Amount;\n  title: string;\n  /** Synthetic balances for the calculated row; set by enrichment. */\n  sectionHeaderBalancesSlice?: COABalancesSlice;\n}\n\nexport interface ProfitAndLossByClassHorizontalReport {\n  calculatedSections: Partial<\n    Record<PandLReportViewCalculatedSectionID, HorizontalCalculatedSection>\n  >;\n  classColumns: ClassColumnDefinition[];\n  fetchState: FetchState;\n  firstMonthOfFY: Month;\n  /** Synthetic COABalance array for header rendering — one per class column + total */\n  headerBalances: COABalance[];\n  idsInOrder: (PandLReportViewSectionID | PandLReportViewCalculatedSectionID)[];\n  reportId: ReportID;\n  reportTitle: string;\n  sections: Partial<Record<PandLReportViewSectionID, HorizontalSectionReport>>;\n  selectedPeriod:\n    | {\n        endDate: ZeniDate;\n        startDate: ZeniDate;\n        label?: string;\n      }\n    | undefined;\n  uiState: ProfitAndLossClassesViewUIState;\n  bookCloseDate?: ZeniDate;\n  dataAvailable?: DataAvailable;\n}\n"]}

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

@@ -0,0 +1,31 @@
+import { from } from 'rxjs';
+import { filter, switchMap } from 'rxjs/operators';
+import { fetchProfitAndLossClassesView, fetchProfitAndLossForTimeframeClassesView, } from './profitAndLossClassesViewReducer';
+export const fetchProfitAndLossClassesViewEpic = (actions$, state) => actions$.pipe(filter(fetchProfitAndLossClassesView.match), switchMap((action) => {
+    const { cacheOverride } = action.payload;
+    if (cacheOverride === true) {
+        return from([
+            fetchProfitAndLossForTimeframeClassesView('month'),
+            fetchProfitAndLossForTimeframeClassesView('quarter'),
+            fetchProfitAndLossForTimeframeClassesView('year'),
+        ]);
+    }
+    else {
+        const fetchActions = [];
+        const classFetchState = state.value.profitAndLossClassesViewState.fetchState;
+        if (classFetchState['month'].fetchState !== 'In-Progress' &&
+            classFetchState['month'].fetchState !== 'Completed') {
+            fetchActions.push(fetchProfitAndLossForTimeframeClassesView('month'));
+        }
+        if (classFetchState['quarter'].fetchState !== 'In-Progress' &&
+            classFetchState['quarter'].fetchState !== 'Completed') {
+            fetchActions.push(fetchProfitAndLossForTimeframeClassesView('quarter'));
+        }
+        if (classFetchState['year'].fetchState !== 'In-Progress' &&
+            classFetchState['year'].fetchState !== 'Completed') {
+            fetchActions.push(fetchProfitAndLossForTimeframeClassesView('year'));
+        }
+        return from(fetchActions);
+    }
+}));
+//# sourceMappingURL=profitAndLossClassesViewEpic.js.map

package/lib/esm/view/profitAndLossClassesView/profitAndLossClassesViewEpic.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"profitAndLossClassesViewEpic.js","sourceRoot":"","sources":["../../../../src/view/profitAndLossClassesView/profitAndLossClassesViewEpic.ts"],"names":[],"mappings":"AACA,OAAO,EAAa,IAAI,EAAC,MAAM,MAAM,CAAC;AACtC,OAAO,EAAC,MAAM,EAAE,SAAS,EAAC,MAAM,gBAAgB,CAAC;AAGjD,OAAO,EACL,6BAA6B,EAC7B,yCAAyC,GAC1C,MAAM,mCAAmC,CAAC;AAM3C,MAAM,CAAC,MAAM,iCAAiC,GAAG,CAC/C,QAAuC,EACvC,KAAiC,EACT,EAAE,CAC1B,QAAQ,CAAC,IAAI,CACX,MAAM,CAAC,6BAA6B,CAAC,KAAK,CAAC,EAC3C,SAAS,CAAC,CAAC,MAAM,EAAE,EAAE;IACnB,MAAM,EAAC,aAAa,EAAC,GAAG,MAAM,CAAC,OAAO,CAAC;IACvC,IAAI,aAAa,KAAK,IAAI,EAAE,CAAC;QAC3B,OAAO,IAAI,CAAC;YACV,yCAAyC,CAAC,OAAO,CAAC;YAClD,yCAAyC,CAAC,SAAS,CAAC;YACpD,yCAAyC,CAAC,MAAM,CAAC;SAClD,CAAC,CAAC;IACL,CAAC;SAAM,CAAC;QACN,MAAM,YAAY,GAAiB,EAAE,CAAC;QACtC,MAAM,eAAe,GACnB,KAAK,CAAC,KAAK,CAAC,6BAA6B,CAAC,UAAU,CAAC;QACvD,IACE,eAAe,CAAC,OAAO,CAAC,CAAC,UAAU,KAAK,aAAa;YACrD,eAAe,CAAC,OAAO,CAAC,CAAC,UAAU,KAAK,WAAW,EACnD,CAAC;YACD,YAAY,CAAC,IAAI,CAAC,yCAAyC,CAAC,OAAO,CAAC,CAAC,CAAC;QACxE,CAAC;QACD,IACE,eAAe,CAAC,SAAS,CAAC,CAAC,UAAU,KAAK,aAAa;YACvD,eAAe,CAAC,SAAS,CAAC,CAAC,UAAU,KAAK,WAAW,EACrD,CAAC;YACD,YAAY,CAAC,IAAI,CACf,yCAAyC,CAAC,SAAS,CAAC,CACrD,CAAC;QACJ,CAAC;QACD,IACE,eAAe,CAAC,MAAM,CAAC,CAAC,UAAU,KAAK,aAAa;YACpD,eAAe,CAAC,MAAM,CAAC,CAAC,UAAU,KAAK,WAAW,EAClD,CAAC;YACD,YAAY,CAAC,IAAI,CAAC,yCAAyC,CAAC,MAAM,CAAC,CAAC,CAAC;QACvE,CAAC;QACD,OAAO,IAAI,CAAC,YAAY,CAAC,CAAC;IAC5B,CAAC;AACH,CAAC,CAAC,CACH,CAAC","sourcesContent":["import {ActionsObservable, StateObservable} from 'redux-observable';\nimport {Observable, from} from 'rxjs';\nimport {filter, switchMap} from 'rxjs/operators';\n\nimport {RootState} from '../../reducer';\nimport {\n  fetchProfitAndLossClassesView,\n  fetchProfitAndLossForTimeframeClassesView,\n} from './profitAndLossClassesViewReducer';\n\nexport type ActionType =\n  | ReturnType<typeof fetchProfitAndLossClassesView>\n  | ReturnType<typeof fetchProfitAndLossForTimeframeClassesView>;\n\nexport const fetchProfitAndLossClassesViewEpic = (\n  actions$: ActionsObservable<ActionType>,\n  state: StateObservable<RootState>\n): Observable<ActionType> =>\n  actions$.pipe(\n    filter(fetchProfitAndLossClassesView.match),\n    switchMap((action) => {\n      const {cacheOverride} = action.payload;\n      if (cacheOverride === true) {\n        return from([\n          fetchProfitAndLossForTimeframeClassesView('month'),\n          fetchProfitAndLossForTimeframeClassesView('quarter'),\n          fetchProfitAndLossForTimeframeClassesView('year'),\n        ]);\n      } else {\n        const fetchActions: ActionType[] = [];\n        const classFetchState =\n          state.value.profitAndLossClassesViewState.fetchState;\n        if (\n          classFetchState['month'].fetchState !== 'In-Progress' &&\n          classFetchState['month'].fetchState !== 'Completed'\n        ) {\n          fetchActions.push(fetchProfitAndLossForTimeframeClassesView('month'));\n        }\n        if (\n          classFetchState['quarter'].fetchState !== 'In-Progress' &&\n          classFetchState['quarter'].fetchState !== 'Completed'\n        ) {\n          fetchActions.push(\n            fetchProfitAndLossForTimeframeClassesView('quarter')\n          );\n        }\n        if (\n          classFetchState['year'].fetchState !== 'In-Progress' &&\n          classFetchState['year'].fetchState !== 'Completed'\n        ) {\n          fetchActions.push(fetchProfitAndLossForTimeframeClassesView('year'));\n        }\n        return from(fetchActions);\n      }\n    })\n  );\n"]}

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

@@ -0,0 +1,2 @@
+export {};
+//# sourceMappingURL=profitAndLossClassesViewPayload.js.map

package/lib/esm/view/profitAndLossClassesView/profitAndLossClassesViewPayload.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"profitAndLossClassesViewPayload.js","sourceRoot":"","sources":["../../../../src/view/profitAndLossClassesView/profitAndLossClassesViewPayload.ts"],"names":[],"mappings":"","sourcesContent":["import {\n  ReportByClassMetadataPayloadV2,\n  SectionByClassCOABalanceGroupedPayloadV2,\n} from '../../commonPayloadTypes/classesView/reportByClassPayloadV2';\nimport {COABalanceGroupedPayloadV2} from '../../commonPayloadTypes/v2/coaBalancePayload';\nimport {ZeniReportResponse} from '../../responsePayload';\n\nexport interface ProfitAndLossClassesViewPayload extends ReportByClassMetadataPayloadV2 {\n  cogs: SectionByClassCOABalanceGroupedPayloadV2;\n  earnings_before_interest_and_tax: COABalanceGroupedPayloadV2;\n  expenses: SectionByClassCOABalanceGroupedPayloadV2;\n  gross_profit: COABalanceGroupedPayloadV2;\n  income: SectionByClassCOABalanceGroupedPayloadV2;\n\n  net_income: COABalanceGroupedPayloadV2;\n  net_operating_income: COABalanceGroupedPayloadV2;\n  net_other_income: COABalanceGroupedPayloadV2;\n  other_expenses: SectionByClassCOABalanceGroupedPayloadV2;\n  other_income: SectionByClassCOABalanceGroupedPayloadV2;\n}\nexport type ProfitAndLossReportClassesViewResponse =\n  ZeniReportResponse<ProfitAndLossClassesViewPayload>;\n"]}

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

@@ -0,0 +1,124 @@
+import { createSlice } from '@reduxjs/toolkit';
+import { mapReportPayloadV2ToReportV2 } from '../../commonPayloadTypes/v2/viewAndReportPayloadv2';
+import { geNestedClassIDHierarchyForReport } from '../../commonStateTypes/classesView/getNestedClassIDHierarchyForReport';
+import { toClassMetadata } from '../../entity/class/classPayload';
+export const initialState = {
+    classHierarchy: [],
+    bookCloseDate: undefined,
+    fetchState: {
+        month: {
+            fetchState: 'Not-Started',
+            error: undefined,
+        },
+        quarter: {
+            fetchState: 'Not-Started',
+            error: undefined,
+        },
+        year: {
+            fetchState: 'Not-Started',
+            error: undefined,
+        },
+    },
+    uiState: {
+        nodeCollapseState: {},
+        scrollPosition: undefined,
+        accountViewMode: 'account_group',
+        classViewLayout: 'vertical',
+        classesToFilterOut: [],
+    },
+    firstMonthOfFY: 1,
+    reportId: 'profit_and_loss_by_classes',
+    reportTitle: 'profit_and_loss_by_classes',
+};
+const profitAndLossClassesView = createSlice({
+    name: 'profitAndLossClassesView',
+    initialState,
+    reducers: {
+        fetchProfitAndLossClassesView: {
+            prepare(cacheOverride = false) {
+                return { payload: { cacheOverride } };
+            },
+            reducer(
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _draft, 
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _action) {
+                // nothing to do here
+            },
+        },
+        fetchProfitAndLossForTimeframeClassesView: {
+            prepare(timeframe, fetchFullReport = true, cacheOverride = false) {
+                return { payload: { timeframe, fetchFullReport, cacheOverride } };
+            },
+            reducer(draft, action) {
+                const timeframe = action.payload.timeframe;
+                draft.fetchState[timeframe].fetchState = 'In-Progress';
+                draft.fetchState[timeframe].error = undefined;
+            },
+        },
+        updateProfitAndLossForTimeframeClassesView(draft, action) {
+            doUpdatedProfitAndLossClassesView(draft, action.payload.timeframe, action.payload.report);
+        },
+        updateProfitAndLossForTimeframeClassesViewFailure: {
+            prepare(error, timeframe) {
+                return {
+                    payload: {
+                        error,
+                        timeframe,
+                    },
+                };
+            },
+            reducer(draft, action) {
+                draft.fetchState[action.payload.timeframe] = {
+                    fetchState: 'Error',
+                    error: action.payload.error,
+                };
+            },
+        },
+        updateClassesToFilterOut(draft, action) {
+            draft.uiState.classesToFilterOut = action.payload.classesToFilterOut;
+        },
+        updateProfitAndLossClassesViewUIState(draft, action) {
+            const { nodeCollapseState, scrollPosition, resetLeftScroll } = action.payload;
+            if (nodeCollapseState != null) {
+                draft.uiState.nodeCollapseState = Object.assign({}, draft.uiState.nodeCollapseState, {
+                    [nodeCollapseState.nodeId]: nodeCollapseState.isCollapsed,
+                });
+            }
+            if (resetLeftScroll === true && draft.uiState.scrollPosition != null) {
+                draft.uiState.scrollPosition.scrollLeft = undefined;
+            }
+            else if (scrollPosition != null) {
+                draft.uiState.scrollPosition = scrollPosition;
+            }
+        },
+        updateAccountViewMode(draft, action) {
+            draft.uiState.accountViewMode = action.payload.viewMode;
+        },
+        updateClassViewLayout(draft, action) {
+            draft.uiState.classViewLayout = action.payload.classViewLayout;
+        },
+        resetProfitAndLossClassesNodeCollapseState(draft) {
+            draft.uiState.nodeCollapseState = {};
+        },
+        clearProfitAndLossClassesView(draft) {
+            Object.assign(draft, initialState);
+        },
+    },
+});
+export const { fetchProfitAndLossClassesView, fetchProfitAndLossForTimeframeClassesView, updateProfitAndLossForTimeframeClassesView, updateProfitAndLossForTimeframeClassesViewFailure, updateClassesToFilterOut, updateProfitAndLossClassesViewUIState, updateAccountViewMode, updateClassViewLayout, resetProfitAndLossClassesNodeCollapseState, clearProfitAndLossClassesView, } = profitAndLossClassesView.actions;
+export default profitAndLossClassesView.reducer;
+const doUpdatedProfitAndLossClassesView = (draft, timeframe, pandLReport) => {
+    const report = mapReportPayloadV2ToReportV2(pandLReport.report);
+    draft.currency = report.currency;
+    draft.dataAvailable = report.dataAvailable;
+    draft.firstMonthOfFY = report.firstMonthOfFY;
+    draft.bookCloseDate = report.bookCloseDate;
+    draft.status = report.status;
+    draft.fetchState[timeframe].fetchState = 'Completed';
+    const classMetadata = pandLReport.report.classes.map((eachClass) => toClassMetadata(eachClass));
+    if (draft.classHierarchy.length <= 0) {
+        draft.classHierarchy = geNestedClassIDHierarchyForReport(classMetadata);
+    }
+};
+//# sourceMappingURL=profitAndLossClassesViewReducer.js.map

package/lib/esm/view/profitAndLossClassesView/profitAndLossClassesViewReducer.js.map

@@ -0,0 +1 @@
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{PayloadAction, createSlice} from '@reduxjs/toolkit';\n\nimport {mapReportPayloadV2ToReportV2} from '../../commonPayloadTypes/v2/viewAndReportPayloadv2';\nimport {geNestedClassIDHierarchyForReport} from '../../commonStateTypes/classesView/getNestedClassIDHierarchyForReport';\nimport {NestedClassID} from '../../commonStateTypes/classesView/nestedClassID';\nimport {AccountViewMode, ID} from '../../commonStateTypes/common';\nimport {toClassMetadata} from '../../entity/class/classPayload';\nimport {ZeniAPIStatus, ZeniReportData} from '../../responsePayload';\nimport {ProfitAndLossClassesViewPayload} from './profitAndLossClassesViewPayload';\nimport {\n  ClassViewLayout,\n  ProfitAndLossClassesViewState,\n} from './profitAndLossClassesViewState';\n\nexport const initialState: ProfitAndLossClassesViewState = {\n  classHierarchy: [],\n  bookCloseDate: undefined,\n  fetchState: {\n    month: {\n      fetchState: 'Not-Started',\n      error: undefined,\n    },\n    quarter: {\n      fetchState: 'Not-Started',\n      error: undefined,\n    },\n    year: {\n      fetchState: 'Not-Started',\n      error: undefined,\n    },\n  },\n  uiState: {\n    nodeCollapseState: {},\n    scrollPosition: undefined,\n    accountViewMode: 'account_group',\n    classViewLayout: 'vertical',\n    classesToFilterOut: [],\n  },\n  firstMonthOfFY: 1,\n  reportId: 'profit_and_loss_by_classes',\n  reportTitle: 'profit_and_loss_by_classes',\n};\n\nconst profitAndLossClassesView = createSlice({\n  name: 'profitAndLossClassesView',\n  initialState,\n  reducers: {\n    fetchProfitAndLossClassesView: {\n      prepare(cacheOverride: boolean = false) {\n        return {payload: {cacheOverride}};\n      },\n      reducer(\n        // eslint-disable-next-line @typescript-eslint/no-unused-vars\n        _draft,\n        // eslint-disable-next-line @typescript-eslint/no-unused-vars\n        _action: PayloadAction<{cacheOverride: boolean}>\n      ) {\n        // nothing to do here\n      },\n    },\n    fetchProfitAndLossForTimeframeClassesView: {\n      prepare(\n        timeframe: 'month' | 'quarter' | 'year',\n\n        fetchFullReport: boolean = true,\n\n        cacheOverride: boolean = false\n      ) {\n        return {payload: {timeframe, fetchFullReport, cacheOverride}};\n      },\n      reducer(\n        draft,\n        action: PayloadAction<{\n          cacheOverride: boolean;\n          fetchFullReport: boolean;\n          timeframe: 'month' | 'quarter' | 'year';\n        }>\n      ) {\n        const timeframe = action.payload.timeframe;\n        draft.fetchState[timeframe].fetchState = 'In-Progress';\n        draft.fetchState[timeframe].error = undefined;\n      },\n    },\n    updateProfitAndLossForTimeframeClassesView(\n      draft,\n      action: PayloadAction<{\n        report: ZeniReportData<ProfitAndLossClassesViewPayload>;\n        timeframe: 'month' | 'quarter' | 'year';\n      }>\n    ) {\n      doUpdatedProfitAndLossClassesView(\n        draft,\n        action.payload.timeframe,\n        action.payload.report\n      );\n    },\n    updateProfitAndLossForTimeframeClassesViewFailure: {\n      prepare(error: ZeniAPIStatus, timeframe: 'month' | 'quarter' | 'year') {\n        return {\n          payload: {\n            error,\n            timeframe,\n          },\n        };\n      },\n      reducer(\n        draft: ProfitAndLossClassesViewState,\n        action: PayloadAction<{\n          error: ZeniAPIStatus;\n          timeframe: 'month' | 'quarter' | 'year';\n        }>\n      ) {\n        draft.fetchState[action.payload.timeframe] = {\n          fetchState: 'Error',\n          error: action.payload.error,\n        };\n      },\n    },\n    updateClassesToFilterOut(\n      draft,\n      action: PayloadAction<{\n        classesToFilterOut: NestedClassID[];\n      }>\n    ) {\n      draft.uiState.classesToFilterOut = action.payload.classesToFilterOut;\n    },\n    updateProfitAndLossClassesViewUIState(\n      draft,\n      action: PayloadAction<{\n        nodeCollapseState?: {\n          isCollapsed: boolean;\n          nodeId: ID;\n        };\n        resetLeftScroll?: boolean;\n        scrollPosition?: {\n          scrollTop: number;\n          scrollLeft?: number;\n        };\n      }>\n    ) {\n      const {nodeCollapseState, scrollPosition, resetLeftScroll} =\n        action.payload;\n      if (nodeCollapseState != null) {\n        draft.uiState.nodeCollapseState = Object.assign(\n          {},\n          draft.uiState.nodeCollapseState,\n          {\n            [nodeCollapseState.nodeId]: nodeCollapseState.isCollapsed,\n          }\n        );\n      }\n      if (resetLeftScroll === true && draft.uiState.scrollPosition != null) {\n        draft.uiState.scrollPosition.scrollLeft = undefined;\n      } else if (scrollPosition != null) {\n        draft.uiState.scrollPosition = scrollPosition;\n      }\n    },\n    updateAccountViewMode(\n      draft,\n      action: PayloadAction<{\n        viewMode: AccountViewMode;\n      }>\n    ) {\n      draft.uiState.accountViewMode = action.payload.viewMode;\n    },\n    updateClassViewLayout(\n      draft,\n      action: PayloadAction<{\n        classViewLayout: ClassViewLayout;\n      }>\n    ) {\n      draft.uiState.classViewLayout = action.payload.classViewLayout;\n    },\n    resetProfitAndLossClassesNodeCollapseState(draft) {\n      draft.uiState.nodeCollapseState = {};\n    },\n    clearProfitAndLossClassesView(draft) {\n      Object.assign(draft, initialState);\n    },\n  },\n});\n\nexport const {\n  fetchProfitAndLossClassesView,\n  fetchProfitAndLossForTimeframeClassesView,\n  updateProfitAndLossForTimeframeClassesView,\n  updateProfitAndLossForTimeframeClassesViewFailure,\n  updateClassesToFilterOut,\n  updateProfitAndLossClassesViewUIState,\n  updateAccountViewMode,\n  updateClassViewLayout,\n  resetProfitAndLossClassesNodeCollapseState,\n  clearProfitAndLossClassesView,\n} = profitAndLossClassesView.actions;\n\nexport default profitAndLossClassesView.reducer;\n\nconst doUpdatedProfitAndLossClassesView = (\n  draft: ProfitAndLossClassesViewState,\n  timeframe: 'month' | 'quarter' | 'year',\n  pandLReport: ZeniReportData<ProfitAndLossClassesViewPayload>\n) => {\n  const report = mapReportPayloadV2ToReportV2(pandLReport.report);\n  draft.currency = report.currency;\n  draft.dataAvailable = report.dataAvailable;\n  draft.firstMonthOfFY = report.firstMonthOfFY;\n  draft.bookCloseDate = report.bookCloseDate;\n  draft.status = report.status;\n\n  draft.fetchState[timeframe].fetchState = 'Completed';\n  const classMetadata = pandLReport.report.classes.map((eachClass) =>\n    toClassMetadata(eachClass)\n  );\n  if (draft.classHierarchy.length <= 0) {\n    draft.classHierarchy = geNestedClassIDHierarchyForReport(classMetadata);\n  }\n};\n"]}