@zeniai/client-epic-state 5.1.94 → 5.1.95

package/lib/esm/view/financeStatement/financeStatementSelector.js

@@ -8,6 +8,8 @@ import { reduceAnyCompletedFetchState } from '../../commonStateTypes/reduceFetch
 import { toTimeframeTick, } from '../../commonStateTypes/timeframeTick';
 import { extractThisPeriod } from '../../commonStateTypes/viewAndReport/thisPeriodHelpers';
 import { getBalanceSheet } from '../balanceSheet/balanceSheetSelector';
+import { getBalanceSheetClassesView } from '../balanceSheetClassesView/balanceSheetClassesViewSelector';
+import { getBalanceSheetProjectView } from '../balanceSheetProjectView/balanceSheetProjectViewSelector';
 import { getCashFlow } from '../cashFlow/cashFlowSelector';
 import { getProfitAndLossReport, } from '../profitAndLoss/profitAndLossSelector';
 import { getProfitAndLossClassesHorizontalView } from '../profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector';
@@ -37,7 +39,7 @@ function getFirstMonthOfFY(profitAndLossState, balanceSheetState, cashFlowState)
         cashFlowState.firstMonthOfFY ??
         1);
 }
-export const getFinanceStatement = createSelector((state) => state.accountState, (state) => state.accountGroupState, (state) => state.classState, (state) => state.sectionClassesViewStateV2, (state) => state.profitAndLossState, (state) => state.profitAndLossClassesViewState, (state) => state.projectState, (state) => state.sectionProjectViewState, (state) => state.profitAndLossProjectViewState, (state) => state.balanceSheetState, (state) => state.cashFlowState, (state) => state.financeStatementState, (state) => state.sectionAccountsViewState, (state) => state.forecastState, (accountState, accountGroupState, classState, sectionsState, profitAndLossState, profitAndLossClassesViewState, projectState, sectionProjectViewState, profitAndLossProjectViewState, balanceSheetState, cashFlowState, financeStatementState, sectionAccountsViewState, forecastState) => {
+export const getFinanceStatement = createSelector((state) => state.accountState, (state) => state.accountGroupState, (state) => state.classState, (state) => state.sectionClassesViewStateV2, (state) => state.profitAndLossState, (state) => state.profitAndLossClassesViewState, (state) => state.projectState, (state) => state.sectionProjectViewState, (state) => state.profitAndLossProjectViewState, (state) => state.balanceSheetState, (state) => state.balanceSheetClassesViewState, (state) => state.balanceSheetProjectViewState, (state) => state.cashFlowState, (state) => state.financeStatementState, (state) => state.sectionAccountsViewState, (state) => state.forecastState, (accountState, accountGroupState, classState, sectionsState, profitAndLossState, profitAndLossClassesViewState, projectState, sectionProjectViewState, profitAndLossProjectViewState, balanceSheetState, balanceSheetClassesViewState, balanceSheetProjectViewState, cashFlowState, financeStatementState, sectionAccountsViewState, forecastState) => {
     // to get min and max dates across three reports
     let allTimeframeTicks = [];
     let balancesInTimeframe = [];
@@ -77,6 +79,10 @@ export const getFinanceStatement = createSelector((state) => state.accountState,
         ? thisPeriod
         : undefined);
     const balanceSheetReport = getBalanceSheet(filter, accountState, accountGroupState, sectionAccountsViewState, balanceSheetState);
+    const balanceSheetClassFilter = newBalancesFilterClassesView(filter.firstMonthOfFY, filter.timeframe, filter.balancesRange.numberOfPeriods, filter.balancesRange.thisPeriod, filter.balancesRange.orderBy, filter.additionalBalances, balanceSheetClassesViewState.uiState.classesToFilterOut);
+    const balanceSheetByClassReport = getBalanceSheetClassesView(balanceSheetClassFilter, accountState, classState, sectionsState, balanceSheetClassesViewState);
+    const balanceSheetProjectFilter = newBalancesFilterProjectView(filter.firstMonthOfFY, filter.timeframe, filter.balancesRange.numberOfPeriods, filter.balancesRange.thisPeriod, filter.balancesRange.orderBy, filter.additionalBalances, balanceSheetProjectViewState.uiState.projectsToFilterOut);
+    const balanceSheetByProjectReport = getBalanceSheetProjectView(balanceSheetProjectFilter, accountState, projectState, sectionProjectViewState, balanceSheetProjectViewState);
     const cashFlowReport = getCashFlow(filter, accountState, accountGroupState, sectionAccountsViewState, cashFlowState);
     const allReports = [
         profitAndLossReport.reducedAnyFetchState,
@@ -105,6 +111,18 @@ export const getFinanceStatement = createSelector((state) => state.accountState,
                 error: balanceSheetReport.error,
             };
             break;
+        case 'balance_sheet_by_classes':
+            selectedReportAndTimeframeFetchState = {
+                fetchState: balanceSheetByClassReport.fetchState,
+                error: balanceSheetByClassReport.error,
+            };
+            break;
+        case 'balance_sheet_by_projects':
+            selectedReportAndTimeframeFetchState = {
+                fetchState: balanceSheetByProjectReport.fetchState,
+                error: balanceSheetByProjectReport.error,
+            };
+            break;
         case 'cash_flow':
             selectedReportAndTimeframeFetchState = {
                 fetchState: cashFlowReport.fetchState,
@@ -132,6 +150,8 @@ export const getFinanceStatement = createSelector((state) => state.accountState,
         profitAndLossByProjectReport,
         profitAndLossByClassHorizontalReport,
         balanceSheetReport,
+        balanceSheetByClassReport,
+        balanceSheetByProjectReport,
         cashFlowReport,
         filter,
         selectedReportId: financeStatementState.selectedReportId,

package/lib/esm/view/profitAndLossProjectView/profitAndLossProjectViewReducer.js

@@ -77,13 +77,18 @@ const profitAndLossProjectView = createSlice({
             draft.uiState.projectsToFilterOut = action.payload.projectsToFilterOut;
         },
         updateProfitAndLossProjectViewUIState(draft, action) {
-            const { nodeCollapseState, scrollPosition } = action.payload;
+            const { nodeCollapseState, scrollPosition, resetLeftScroll } = action.payload;
             if (nodeCollapseState != null) {
                 draft.uiState.nodeCollapseState = Object.assign({}, draft.uiState.nodeCollapseState, {
                     [nodeCollapseState.nodeId]: nodeCollapseState.isCollapsed,
                 });
             }
-            if (scrollPosition != null) {
+            // Mutually exclusive: resetLeftScroll clears only scrollLeft from the
+            // recorded position, scrollPosition replaces the whole record.
+            if (resetLeftScroll === true && draft.uiState.scrollPosition != null) {
+                draft.uiState.scrollPosition.scrollLeft = undefined;
+            }
+            else if (scrollPosition != null) {
                 draft.uiState.scrollPosition = scrollPosition;
             }
         },

package/lib/esm/view/spendManagement/spendManagementFilterHelpers.js

@@ -156,7 +156,7 @@ const getCategoryValueForBill = (key, bill) => {
         case 'dueDate':
             return bill.dueDate;
         case 'amount':
-            return bill.amount.amount;
+            return bill.totalAmountInUSD?.amount ?? bill.amount.amount;
         case 'paymentMethod': {
             const paymentMethodCode = bill.billPayInfo.billPaymentMethodType.code;
             const paymentMethodSubCode = bill.billPayInfo.billPaymentMethodType.subCode;

package/lib/index.d.ts

@@ -37,7 +37,7 @@ import { stringToUnion, stringToUnionStrict } from './commonStateTypes/stringToU
 import { AbsoluteDay, Day, Month, MonthYearPeriod, Quarter, SCHEDULE_DAYS_OF_MONTH, ScheduleDaysOfMonth, TimePeriod, convertToPeriod, toAbsoluteDay, toMonth, toMonthStrict, toMonthYearPeriodId, toQuarter, toQuarterStrict, toScheduleDaysOfMonth } from './commonStateTypes/timePeriod';
 import { TimeframeTick, TimeframeTickWithMetaData, mapTimePeriodtoTimeframeTick, toTimePeriod, toTimeframeTick } from './commonStateTypes/timeframeTick';
 import { AgingDateSelectionType, AgingDetailReportInvoice, AgingDetailReportUIState, AgingReportId, AgingReportInvoice, AgingReportSortKey, AgingReportUIState } from './commonStateTypes/viewAndReport/agingReportStateTypes';
-import { isAgingReport, isCashFlowOrBalanceSheetReport, isDashboardClassesViewReport, isDashboardProjectViewReport, isDashboardReport, isFluxAnalysisOpExReport, isOpExByVendorReport, isPAndLClassesViewReport, isPAndLProjectViewReport, isPAndLReport } from './commonStateTypes/viewAndReport/reportIDHelper';
+import { isAgingReport, isBalanceSheetClassesViewReport, isBalanceSheetProjectViewReport, isBalanceSheetReport, isCashFlowOrBalanceSheetReport, isDashboardClassesViewReport, isDashboardProjectViewReport, isDashboardReport, isFluxAnalysisOpExReport, isGroupedBalanceSheetReport, isOpExByVendorReport, isPAndLClassesViewReport, isPAndLProjectViewReport, isPAndLReport } from './commonStateTypes/viewAndReport/reportIDHelper';
 import { PageToken, Report, ReportFormat, ReportID, ReportIDPlusForecastID, SelectorReport, SelectorView, View, toReportFormatStrict, toReportID } from './commonStateTypes/viewAndReport/viewAndReport';
 import { PAYMENT_BUSINESS_DAYS, filterDays, getNextNthWorkingDay, getNextTransferDate, getPreviousNthWorkingDay, getYearsList, holidaysFormatted, isHoliday, isHolidayToday } from './commonStateTypes/workingDayHelper';
 import { AccountFilterOption, AccountReport, AccountWithBalanceReport, getAllAccounts, getTransactionFilterAccountOptions } from './entity/account/accountSelector';
@@ -200,6 +200,14 @@ import { fetchBalanceSheet, fetchBalanceSheetForTimeframe, resetBalanceSheetNode
 import { getBalanceSheet, getBalanceSheetFetchState, getBalanceSheetForFullDataAvailableRange } from './view/balanceSheet/balanceSheetSelector';
 import { BalanceSheetReport, BalanceSheetReportViewCalculatedSectionID, BalanceSheetReportViewID, BalanceSheetReportViewRootSectionID, BalanceSheetReportViewSectionID, SectionIdsWithSubSectionIds as BalanceSheetSectionIdsWithSubSectionIds, isBalanceSheetReportViewCalculatedSectionID, isBalanceSheetReportViewSectionID, typeOfBalanceSheetRootSection } from './view/balanceSheet/balanceSheetSelectorTypes';
 import { BalanceSheetState, BalanceSheetUIState } from './view/balanceSheet/balanceSheetState';
+import { clearBalanceSheetClassesView, fetchBalanceSheetClassesView, fetchBalanceSheetForTimeframeClassesView, resetBalanceSheetClassesNodeCollapseState, updateBalanceSheetClassesToFilterOut, updateBalanceSheetClassesViewAccountViewMode, updateBalanceSheetClassesViewUIState } from './view/balanceSheetClassesView/balanceSheetClassesViewReducer';
+import { getBalanceSheetClassesView } from './view/balanceSheetClassesView/balanceSheetClassesViewSelector';
+import { BalanceSheetClassesViewReport } from './view/balanceSheetClassesView/balanceSheetClassesViewSelectorTypes';
+import { BalanceSheetClassesViewUIState } from './view/balanceSheetClassesView/balanceSheetClassesViewState';
+import { clearBalanceSheetProjectView, fetchBalanceSheetForTimeframeProjectView, fetchBalanceSheetProjectView, resetBalanceSheetProjectNodeCollapseState, updateBalanceSheetProjectViewAccountViewMode, updateBalanceSheetProjectViewUIState, updateBalanceSheetProjectsToFilterOut } from './view/balanceSheetProjectView/balanceSheetProjectViewReducer';
+import { getBalanceSheetProjectView } from './view/balanceSheetProjectView/balanceSheetProjectViewSelector';
+import { BalanceSheetProjectViewReport } from './view/balanceSheetProjectView/balanceSheetProjectViewSelectorTypes';
+import { BalanceSheetProjectViewUIState } from './view/balanceSheetProjectView/balanceSheetProjectViewState';
 import { clearBankAccountView, createBankAccount, createInternationalBankAccount, createUserBankAccount, deleteBankAccount, deleteUserBankAccount, fetchBankCountryNameByIban, fetchBankNameByRouting, fetchBankNameBySwift, resetCreateBankAccountDetails, updateBankAccountViewLocalStoreData, updateInternationalBankAccountViewLocalStoreData, updateStatusForCreateBankAccountFlow } from './view/bankAccountView/bankAccountViewReducer';
 import { BankAccountSelectorView, getBankAccount } from './view/bankAccountView/bankAccountViewSelector';
 import { BankAccountContext, BankNameByRoutingState, BankNameBySwiftState, CreateBankAccountDetails, CreateBankAccountLocalData, CreateInternationalBankAccountDetails, CreateInternationalBankAccountLocalData } from './view/bankAccountView/bankAccountViewState';
@@ -678,7 +686,7 @@ export default initialize;
 export { initializePusher, disconnectPusher, Dayjs, ZeniDate, dateInLocal as zeniDateInLocal, date as zeniDate, dateLocal, dateNow, getBusinessDayOfDate, formatZeniDateFY as formatZeniDate, getFYMonths, getFYQuarterAndYear, getStartOfAndEndOfTimeframeForFY, getActualPeriodOfFYQtr, getActualPeriodOfFY, getLocalTimezone, addPeriod, subtractPeriod, setLocalTimezone, updateZeniDateLocaleID, ZeniUrl, toZeniUrl, toZeniUrlWithoutBaseURL, RESTAPIEndpoints, RootState, updateZeniAPIClientConfig, zeniAPIClientConfig, injectFeatureEpics, injectFeatureModules, initializeWithNewStore, ZeniStore, ZeniAPIStatus, getTimeframeTickTag, TimeFrameTickTag, isIncompleteMonthPresentInTimeframeTick, getLastMonthOfFYQuarter, getLastMonthOfFYYear, getMonthIndex, dateFromYearMonthDate, getMinDate, ExternalAPIEndpoints, };
 export { ID, FetchState, FetchStateAndError, FetchedState, UpdateType, Mode, AccountViewMode, CompletionStatusType, };
 export { Amount, toAmount, Currency };
-export { View, SelectorView, Report, ReportID, toReportID, ReportIDPlusForecastID, SelectorReport, ReportFormat, toReportFormatStrict, isCashFlowOrBalanceSheetReport, isDashboardReport, isDashboardClassesViewReport, isDashboardProjectViewReport, isPAndLReport, isPAndLClassesViewReport, isPAndLProjectViewReport, isAgingReport, isOpExByVendorReport, isFluxAnalysisOpExReport, PageToken, };
+export { View, SelectorView, Report, ReportID, toReportID, ReportIDPlusForecastID, SelectorReport, ReportFormat, toReportFormatStrict, isCashFlowOrBalanceSheetReport, isBalanceSheetReport, isBalanceSheetClassesViewReport, isBalanceSheetProjectViewReport, isGroupedBalanceSheetReport, isDashboardReport, isDashboardClassesViewReport, isDashboardProjectViewReport, isPAndLReport, isPAndLClassesViewReport, isPAndLProjectViewReport, isAgingReport, isOpExByVendorReport, isFluxAnalysisOpExReport, PageToken, };
 export { NestedClassIDHierarchy, NestedClassID, NestedClassHierarchyForReport };
 export { NestedAccountHierarchyForReport, NestedAccountID, NestedAccountIDHierarchy, };
 export { NestedCustomerID, NestedCustomerHierarchy };
@@ -749,6 +757,8 @@ export { fetchAllPeopleRequiredViews, fetchPeoplePage, fetchPeople, deletePerson
 export { REMINDER_NOTIFICATION_TYPES, NOTIFICATION_MODES, clearSettingsView, fetchMyProfileView, fetchMyProfile, fetchBankConnectionsView, fetchBillingAccountsView, fetchCompanyBillingAddress, saveCompanyBillingAddress, fetchNotificationSettings, saveNotificationSettings, updateNotificationSettingsLocalData, fetchNotificationSettingsView, resetNotificationSettingsLocalData, resetNotificationSettingsUpdateStatus, refreshQBOData, updateSettingsViewUIState, isMonthEndNotificationsSectionVisibleOnSettingsPage, getNotificationSettingsView, getNotificationSettings, getBillingAccountsViewDetails, getMyProfileView, getMyBankConnectionsDetails, isAccountingTabVisible, isApprovalRulesTabVisible, isBankConnectionsTabVisible, isBillingTabVisible, isBusinessVerificationTabVisible, isCompanyDetailsTabVisible, isIntegrationsTabVisible, isSettingsVisible, isMyBankConnectionsTabVisible, isNotificationsTabVisible, isPerformanceTabVisible, isRemindersSectionVisibleOnSettingsPage, MyProfileSelectorView, MyBankConnectionsView, BillingView, MyProfile, SettingsViewState, SettingsViewUIState, NotificationSettings, NotificationSettingsLocalData, ReminderNotificationSettingsLocalData, NotificationSettingsSelectorView, ReminderNotificationSettingsData, MonthEndInsightsNotificationSettingsData, MonthEndInsightsNotificationSettingsLocalData, ReminderTypeKey, NotificationModeKey, FrequencyTypeKey, RemindersLocalData, IntegrationsSettings, ProductWisePrimaryAccount, OtherPaymentAccountWithSetup, updateMyProfile, updateMyProfileLocalData, MyProfileSettingsLocalData, initializeMyProfileLocalData, };
 export { PeopleViewSortKey };
 export { fetchBalanceSheet, BalanceSheetReport, getBalanceSheet, getBalanceSheetFetchState, getBalanceSheetForFullDataAvailableRange, BalanceSheetState, BalanceSheetUIState, resetBalanceSheetNodeCollapseState, updateBalanceSheetUIState, BalanceSheetReportViewID, BalanceSheetSectionIdsWithSubSectionIds, BalanceSheetReportViewCalculatedSectionID, BalanceSheetReportViewSectionID, BalanceSheetReportViewRootSectionID, typeOfBalanceSheetRootSection, isBalanceSheetReportViewSectionID, isBalanceSheetReportViewCalculatedSectionID, fetchBalanceSheetForTimeframe, };
+export { clearBalanceSheetClassesView, fetchBalanceSheetClassesView, fetchBalanceSheetForTimeframeClassesView, resetBalanceSheetClassesNodeCollapseState, updateBalanceSheetClassesToFilterOut, updateBalanceSheetClassesViewAccountViewMode, updateBalanceSheetClassesViewUIState, getBalanceSheetClassesView, BalanceSheetClassesViewReport, BalanceSheetClassesViewUIState, };
+export { clearBalanceSheetProjectView, fetchBalanceSheetForTimeframeProjectView, fetchBalanceSheetProjectView, resetBalanceSheetProjectNodeCollapseState, updateBalanceSheetProjectViewAccountViewMode, updateBalanceSheetProjectViewUIState, updateBalanceSheetProjectsToFilterOut, getBalanceSheetProjectView, BalanceSheetProjectViewReport, BalanceSheetProjectViewUIState, };
 export { fetchCashFlow, CashFlowReport, getCashFlow, getCashFlowReportFetchState, CashFlowReportViewCalculatedSectionID, resetCashFlowNodeCollapseState, updateCashFlowUIState, CashFlowReportViewRootSectionID, CashFlowSectionIdsWithSubSectionIds, typeOfCashFlowRootSection, CashFlowReportViewID, isCashFlowReportViewCalculatedSectionID, isCashFlowReportViewSectionID, isCashFlowReportViewCalculatedSectionType1ID, CashFlowReportViewSectionID, fetchCashFlowForTimeframe, };
 export { FinanceStatementReport, getFinanceStatement, getReportsResyncView, fetchFinanceStatement, updateCOABalancesRange, updateSelectedReportId, updateDownloadState, updateFinanceStatementAdditionalBalancesSelection, updateFinanceStatementDisplayOrder, updateFinanceStatementFormat, };
 export { initiateReportsResync, reportsResyncSuccess, reportsResyncFailure, clearReportsResync, };