@zeniai/client-epic-state 5.2.30-betaRD0 → 5.2.31

package/lib/esm/view/cashFlowClassesView/cashFlowClassesViewReducer.js

@@ -0,0 +1,129 @@
+import { createSlice } from '@reduxjs/toolkit';
+import { mapReportPayloadV2ToReportV2 } from '../../commonPayloadTypes/v2/viewAndReportPayloadv2';
+import { geNestedClassIDHierarchyForReport } from '../../commonStateTypes/classesView/getNestedClassIDHierarchyForReport';
+import { toClassMetadata } from '../../entity/class/classPayload';
+import { clearAll } from '../../rootActions';
+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',
+        classesToFilterOut: [],
+    },
+    firstMonthOfFY: 1,
+    reportId: 'cash_flow_by_classes',
+    reportTitle: 'cash_flow_by_classes',
+};
+const cashFlowClassesView = createSlice({
+    name: 'cashFlowClassesView',
+    initialState,
+    reducers: {
+        fetchCashFlowClassesView: {
+            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
+            },
+        },
+        fetchCashFlowForTimeframeClassesView: {
+            prepare(timeframe, cacheOverride = false) {
+                return { payload: { timeframe, cacheOverride } };
+            },
+            reducer(draft, action) {
+                const timeframe = action.payload.timeframe;
+                draft.fetchState[timeframe].fetchState = 'In-Progress';
+                draft.fetchState[timeframe].error = undefined;
+            },
+        },
+        updateCashFlowForTimeframeClassesView(draft, action) {
+            doUpdateCashFlowClassesView(draft, action.payload.timeframe, action.payload.report);
+        },
+        updateCashFlowForTimeframeClassesViewFailure: {
+            prepare(error, timeframe) {
+                return {
+                    payload: {
+                        error,
+                        timeframe,
+                    },
+                };
+            },
+            reducer(draft, action) {
+                draft.fetchState[action.payload.timeframe] = {
+                    fetchState: 'Error',
+                    error: action.payload.error,
+                };
+            },
+        },
+        updateCashFlowClassesToFilterOut(draft, action) {
+            draft.uiState.classesToFilterOut = action.payload.classesToFilterOut;
+        },
+        updateCashFlowClassesViewUIState(draft, action) {
+            const { nodeCollapseState, scrollPosition, resetLeftScroll } = action.payload;
+            if (nodeCollapseState != null) {
+                draft.uiState.nodeCollapseState = Object.assign({}, draft.uiState.nodeCollapseState, {
+                    [nodeCollapseState.nodeId]: nodeCollapseState.isCollapsed,
+                });
+            }
+            // 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;
+            }
+        },
+        updateCashFlowClassesViewAccountViewMode(draft, action) {
+            draft.uiState.accountViewMode = action.payload.viewMode;
+        },
+        resetCashFlowClassesNodeCollapseState(draft) {
+            draft.uiState.nodeCollapseState = {};
+        },
+    },
+    extraReducers: (builder) => {
+        builder.addCase(clearAll, (draft) => {
+            Object.assign(draft, initialState);
+        });
+    },
+});
+export const { fetchCashFlowClassesView, fetchCashFlowForTimeframeClassesView, updateCashFlowForTimeframeClassesView, updateCashFlowForTimeframeClassesViewFailure, updateCashFlowClassesToFilterOut, updateCashFlowClassesViewUIState, updateCashFlowClassesViewAccountViewMode, resetCashFlowClassesNodeCollapseState, } = cashFlowClassesView.actions;
+export default cashFlowClassesView.reducer;
+const doUpdateCashFlowClassesView = (draft, timeframe, cashFlowReport) => {
+    const report = mapReportPayloadV2ToReportV2(cashFlowReport.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';
+    draft.fetchState[timeframe].error = undefined;
+    const classMetadata = cashFlowReport.report.classes.map((eachClass) => toClassMetadata(eachClass));
+    // Populated once and then left alone, so a per-timeframe response cannot
+    // clobber a hierarchy built from a full one. A class added mid-session is
+    // therefore not picked up until the store is cleared, even by a hard refresh —
+    // the same trade-off profitAndLossClassesViewReducer makes.
+    if (draft.classHierarchy.length <= 0) {
+        draft.classHierarchy = geNestedClassIDHierarchyForReport(classMetadata);
+    }
+};

package/lib/esm/view/cashFlowClassesView/cashFlowClassesViewSelector.js

@@ -0,0 +1,53 @@
+import { getCOABalances } from '../../commonStateTypes/coaBalance/getCOABalancesSlice';
+import { reduceFetchStateParallelTimeframes } from '../../commonStateTypes/reduceFetchState';
+import { getSectionClassesViewReport } from '../../entity/sectionClassesViewV2/sectionClassesViewSelector';
+import { CASH_FLOW_GROUPED_BREAKDOWN_IDS, CASH_FLOW_GROUPED_CALCULATED_IDS, CASH_FLOW_GROUPED_FINANCING_IDS_IN_ORDER, CASH_FLOW_GROUPED_IDS_IN_ORDER, CASH_FLOW_GROUPED_INVESTING_IDS_IN_ORDER, CASH_FLOW_GROUPED_OPERATING_IDS_IN_ORDER, } from '../cashFlow/cashFlowGroupedSectionOrder';
+export const getCashFlowClassesView = (filter, accountState, classState, sectionsState, cashFlowClassesViewState) => {
+    const fetchState = reduceFetchStateParallelTimeframes([
+        cashFlowClassesViewState.fetchState.month,
+        cashFlowClassesViewState.fetchState.quarter,
+        cashFlowClassesViewState.fetchState.year,
+    ]);
+    const reportId = 'cash_flow_by_classes';
+    const sections = {};
+    const calculatedSections = {};
+    if (fetchState.fetchState === 'Completed') {
+        CASH_FLOW_GROUPED_BREAKDOWN_IDS.forEach((sectionId) => {
+            sections[sectionId] = getSectionClassesViewReport(accountState, classState, sectionsState, { reportId, sectionId }, filter);
+        });
+        // These come back grouped, so each figure is read through the section layer
+        // and arrives already pruned by the class/project picker — the same source
+        // the breakdown rows above render from, so the two can never disagree.
+        CASH_FLOW_GROUPED_CALCULATED_IDS.forEach((calculatedSectionId) => {
+            calculatedSections[calculatedSectionId] = getCOABalances(
+            // Already built by the breakdown loop above; rebuilding it would repeat
+            // the whole section walk on every recompute.
+            sections[calculatedSectionId].sectionBalancesTotalByPeriod, filter);
+        });
+        calculatedSections['investingActivitiesTotal'] = getCOABalances(sections['investingActivities'].sectionBalancesTotalByPeriod, filter);
+        calculatedSections['financingActivitiesTotal'] = getCOABalances(sections['financingActivities'].sectionBalancesTotalByPeriod, filter);
+    }
+    return {
+        sections,
+        calculatedSections,
+        fetchState: fetchState.fetchState,
+        error: fetchState.error,
+        filter,
+        uiState: cashFlowClassesViewState.uiState,
+        classHierarchy: cashFlowClassesViewState.classHierarchy,
+        classesToFilterOut: cashFlowClassesViewState.uiState.classesToFilterOut,
+        reportId: cashFlowClassesViewState.reportId,
+        reportTitle: cashFlowClassesViewState.reportTitle,
+        firstMonthOfFY: cashFlowClassesViewState.firstMonthOfFY,
+        dataAvailable: cashFlowClassesViewState.dataAvailable,
+        bookCloseDate: cashFlowClassesViewState.bookCloseDate,
+        version: cashFlowClassesViewState.version,
+        status: cashFlowClassesViewState.status,
+        idsInOrder: CASH_FLOW_GROUPED_IDS_IN_ORDER,
+        rootSectionsWithSubSectionIds: {
+            operatingActivities: CASH_FLOW_GROUPED_OPERATING_IDS_IN_ORDER,
+            investingActivities: CASH_FLOW_GROUPED_INVESTING_IDS_IN_ORDER,
+            financingActivities: CASH_FLOW_GROUPED_FINANCING_IDS_IN_ORDER,
+        },
+    };
+};

package/lib/esm/view/cashFlowClassesView/cashFlowClassesViewSelectorTypes.js

@@ -0,0 +1 @@
+export {};

package/lib/esm/view/cashFlowClassesView/cashFlowClassesViewState.js

@@ -0,0 +1 @@
+export {};

package/lib/esm/view/cashFlowClassesView/cashFlowForTimeframeClassesViewEpic.js

@@ -0,0 +1,55 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { updateSectionClassesView } from '../../entity/sectionClassesViewV2/sectionClassesViewReducer';
+import { createZeniAPIStatus, isSuccessResponse } from '../../responsePayload';
+import { toCashFlowReportViewID } from '../cashFlow/cashFlowPayload';
+import { fetchCashFlowForTimeframeClassesView, updateCashFlowForTimeframeClassesView, updateCashFlowForTimeframeClassesViewFailure, } from './cashFlowClassesViewReducer';
+const getTimeSeriesGroup = (timeframe) => {
+    switch (timeframe) {
+        case 'month':
+            return 'months';
+        case 'quarter':
+            return 'quarters';
+        case 'year':
+            return 'years';
+    }
+};
+export const reportIdUniqueKey = () => 'cash_flow_by_classes';
+export const fetchCashFlowForTimeframeClassesViewEpic = (actions$, _, zeniAPI) => actions$.pipe(filter(fetchCashFlowForTimeframeClassesView.match), mergeMap((action) => {
+    const queryValue = {
+        is_full_response: true,
+        time_series_groups: [getTimeSeriesGroup(action.payload.timeframe)],
+        is_group_by_class: true,
+        // Only sent when refreshing: the flag makes the backend bypass its saved
+        // report and regenerate, so a normal lookup must not carry it.
+        ...(action.payload.cacheOverride === true
+            ? { is_hard_refresh: true }
+            : {}),
+    };
+    return zeniAPI
+        .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/2.0/reports/cash_flow?query=${encodeURIComponent(JSON.stringify(queryValue))}`)
+        .pipe(mergeMap((response) => {
+        if (response.data != null && isSuccessResponse(response)) {
+            const actions = [];
+            const { report } = response.data;
+            const currency = report.currency;
+            actions.push(updateSectionClassesView(action.payload.timeframe, toCashFlowReportViewID('adjustments'), reportIdUniqueKey(), report.operating_activities.adjustments, report.classes, report.accounts, currency));
+            actions.push(updateSectionClassesView(action.payload.timeframe, toCashFlowReportViewID('investing_activities'), reportIdUniqueKey(), report.investing_activities, report.classes, report.accounts, currency));
+            actions.push(updateSectionClassesView(action.payload.timeframe, toCashFlowReportViewID('financing_activities'), reportIdUniqueKey(), report.financing_activities, report.classes, report.accounts, currency));
+            actions.push(updateSectionClassesView(action.payload.timeframe, toCashFlowReportViewID('net_income'), reportIdUniqueKey(), report.operating_activities.net_income, report.classes, report.accounts, currency));
+            actions.push(updateSectionClassesView(action.payload.timeframe, toCashFlowReportViewID('operating_activities'), reportIdUniqueKey(), report.operating_activities, report.classes, report.accounts, currency));
+            actions.push(updateSectionClassesView(action.payload.timeframe, toCashFlowReportViewID('change_in_cash_and_equivalents'), reportIdUniqueKey(), report.change_in_cash_and_equivalents, report.classes, report.accounts, currency));
+            actions.push(updateCashFlowForTimeframeClassesView({
+                timeframe: action.payload.timeframe,
+                report: response.data,
+            }));
+            return from(actions);
+        }
+        else {
+            return of(updateCashFlowForTimeframeClassesViewFailure(response.status, action.payload.timeframe));
+        }
+    }), catchError((error) => of(updateCashFlowForTimeframeClassesViewFailure(createZeniAPIStatus('Unexpected Error', 'Cash Flow by Class REST API call errored out: ' +
+        (error instanceof Error
+            ? error.message
+            : JSON.stringify(error))), action.payload.timeframe))));
+}));

package/lib/esm/view/cashFlowProjectView/cashFlowForTimeframeProjectViewEpic.js

@@ -0,0 +1,57 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { updateProjects } from '../../entity/project/projectReducer';
+import { updateSectionProjectView } from '../../entity/sectionProjectView/sectionProjectViewReducer';
+import { createZeniAPIStatus, isSuccessResponse } from '../../responsePayload';
+import { toCashFlowReportViewID } from '../cashFlow/cashFlowPayload';
+import { fetchCashFlowForTimeframeProjectView, updateCashFlowForTimeframeProjectView, updateCashFlowForTimeframeProjectViewFailure, } from './cashFlowProjectViewReducer';
+const getTimeSeriesGroup = (timeframe) => {
+    switch (timeframe) {
+        case 'month':
+            return 'months';
+        case 'quarter':
+            return 'quarters';
+        case 'year':
+            return 'years';
+    }
+};
+export const reportIdUniqueKey = () => 'cash_flow_by_projects';
+export const fetchCashFlowForTimeframeProjectViewEpic = (actions$, _, zeniAPI) => actions$.pipe(filter(fetchCashFlowForTimeframeProjectView.match), mergeMap((action) => {
+    const queryValue = {
+        is_full_response: true,
+        time_series_groups: [getTimeSeriesGroup(action.payload.timeframe)],
+        is_group_by_project: true,
+        // Only sent when refreshing: the flag makes the backend bypass its saved
+        // report and regenerate, so a normal lookup must not carry it.
+        ...(action.payload.cacheOverride === true
+            ? { is_hard_refresh: true }
+            : {}),
+    };
+    return zeniAPI
+        .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/2.0/reports/cash_flow?query=${encodeURIComponent(JSON.stringify(queryValue))}`)
+        .pipe(mergeMap((response) => {
+        if (response.data != null && isSuccessResponse(response)) {
+            const actions = [];
+            const { report } = response.data;
+            const currency = report.currency;
+            actions.push(updateProjects(report.projects));
+            actions.push(updateSectionProjectView(action.payload.timeframe, toCashFlowReportViewID('adjustments'), reportIdUniqueKey(), report.operating_activities.adjustments, report.accounts, currency));
+            actions.push(updateSectionProjectView(action.payload.timeframe, toCashFlowReportViewID('investing_activities'), reportIdUniqueKey(), report.investing_activities, report.accounts, currency));
+            actions.push(updateSectionProjectView(action.payload.timeframe, toCashFlowReportViewID('financing_activities'), reportIdUniqueKey(), report.financing_activities, report.accounts, currency));
+            actions.push(updateSectionProjectView(action.payload.timeframe, toCashFlowReportViewID('net_income'), reportIdUniqueKey(), report.operating_activities.net_income, report.accounts, currency));
+            actions.push(updateSectionProjectView(action.payload.timeframe, toCashFlowReportViewID('operating_activities'), reportIdUniqueKey(), report.operating_activities, report.accounts, currency));
+            actions.push(updateSectionProjectView(action.payload.timeframe, toCashFlowReportViewID('change_in_cash_and_equivalents'), reportIdUniqueKey(), report.change_in_cash_and_equivalents, report.accounts, currency));
+            actions.push(updateCashFlowForTimeframeProjectView({
+                timeframe: action.payload.timeframe,
+                report: response.data,
+            }));
+            return from(actions);
+        }
+        else {
+            return of(updateCashFlowForTimeframeProjectViewFailure(response.status, action.payload.timeframe));
+        }
+    }), catchError((error) => of(updateCashFlowForTimeframeProjectViewFailure(createZeniAPIStatus('Unexpected Error', 'Cash Flow by Project REST API call errored out: ' +
+        (error instanceof Error
+            ? error.message
+            : JSON.stringify(error))), action.payload.timeframe))));
+}));

package/lib/esm/view/cashFlowProjectView/cashFlowProjectViewEpic.js

@@ -0,0 +1,30 @@
+import { from } from 'rxjs';
+import { filter, switchMap } from 'rxjs/operators';
+import { fetchCashFlowForTimeframeProjectView, fetchCashFlowProjectView, } from './cashFlowProjectViewReducer';
+export const fetchCashFlowProjectViewEpic = (actions$, state) => actions$.pipe(filter(fetchCashFlowProjectView.match), switchMap((action) => {
+    const { cacheOverride } = action.payload;
+    if (cacheOverride === true) {
+        return from([
+            fetchCashFlowForTimeframeProjectView('month', true),
+            fetchCashFlowForTimeframeProjectView('quarter', true),
+            fetchCashFlowForTimeframeProjectView('year', true),
+        ]);
+    }
+    else {
+        const fetchActions = [];
+        const projectFetchState = state.value.cashFlowProjectViewState.fetchState;
+        if (projectFetchState['month'].fetchState !== 'In-Progress' &&
+            projectFetchState['month'].fetchState !== 'Completed') {
+            fetchActions.push(fetchCashFlowForTimeframeProjectView('month'));
+        }
+        if (projectFetchState['quarter'].fetchState !== 'In-Progress' &&
+            projectFetchState['quarter'].fetchState !== 'Completed') {
+            fetchActions.push(fetchCashFlowForTimeframeProjectView('quarter'));
+        }
+        if (projectFetchState['year'].fetchState !== 'In-Progress' &&
+            projectFetchState['year'].fetchState !== 'Completed') {
+            fetchActions.push(fetchCashFlowForTimeframeProjectView('year'));
+        }
+        return from(fetchActions);
+    }
+}));

package/lib/esm/view/cashFlowProjectView/cashFlowProjectViewPayload.js

@@ -0,0 +1 @@
+export {};

package/lib/esm/view/cashFlowProjectView/cashFlowProjectViewReducer.js

@@ -0,0 +1,125 @@
+import { createSlice } from '@reduxjs/toolkit';
+import { mapReportPayloadV2ToReportV2 } from '../../commonPayloadTypes/v2/viewAndReportPayloadv2';
+import { clearAll } from '../../rootActions';
+export const initialState = {
+    bookCloseDate: undefined,
+    fetchState: {
+        month: {
+            fetchState: 'Not-Started',
+            error: undefined,
+        },
+        quarter: {
+            fetchState: 'Not-Started',
+            error: undefined,
+        },
+        year: {
+            fetchState: 'Not-Started',
+            error: undefined,
+        },
+    },
+    firstMonthOfFY: 1,
+    projectIds: [],
+    reportId: 'cash_flow_by_projects',
+    reportTitle: 'cash_flow_by_projects',
+    uiState: {
+        accountViewMode: 'account_group',
+        nodeCollapseState: {},
+        projectsToFilterOut: [],
+        scrollPosition: undefined,
+    },
+};
+const cashFlowProjectView = createSlice({
+    name: 'cashFlowProjectView',
+    initialState,
+    reducers: {
+        fetchCashFlowProjectView: {
+            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
+            },
+        },
+        fetchCashFlowForTimeframeProjectView: {
+            prepare(timeframe, cacheOverride = false) {
+                return { payload: { timeframe, cacheOverride } };
+            },
+            reducer(draft, action) {
+                const timeframe = action.payload.timeframe;
+                draft.fetchState[timeframe].fetchState = 'In-Progress';
+                draft.fetchState[timeframe].error = undefined;
+            },
+        },
+        updateCashFlowForTimeframeProjectView(draft, action) {
+            doUpdateCashFlowProjectView(draft, action.payload.timeframe, action.payload.report);
+        },
+        updateCashFlowForTimeframeProjectViewFailure: {
+            prepare(error, timeframe) {
+                return {
+                    payload: {
+                        error,
+                        timeframe,
+                    },
+                };
+            },
+            reducer(draft, action) {
+                draft.fetchState[action.payload.timeframe] = {
+                    fetchState: 'Error',
+                    error: action.payload.error,
+                };
+            },
+        },
+        updateCashFlowProjectsToFilterOut(draft, action) {
+            draft.uiState.projectsToFilterOut = action.payload.projectsToFilterOut;
+        },
+        updateCashFlowProjectViewUIState(draft, action) {
+            const { nodeCollapseState, scrollPosition, resetLeftScroll } = action.payload;
+            if (nodeCollapseState != null) {
+                draft.uiState.nodeCollapseState = Object.assign({}, draft.uiState.nodeCollapseState, {
+                    [nodeCollapseState.nodeId]: nodeCollapseState.isCollapsed,
+                });
+            }
+            // 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;
+            }
+        },
+        updateCashFlowProjectViewAccountViewMode(draft, action) {
+            draft.uiState.accountViewMode = action.payload.viewMode;
+        },
+        resetCashFlowProjectNodeCollapseState(draft) {
+            draft.uiState.nodeCollapseState = {};
+        },
+    },
+    extraReducers: (builder) => {
+        builder.addCase(clearAll, (draft) => {
+            Object.assign(draft, initialState);
+        });
+    },
+});
+export const { fetchCashFlowProjectView, fetchCashFlowForTimeframeProjectView, updateCashFlowForTimeframeProjectView, updateCashFlowForTimeframeProjectViewFailure, updateCashFlowProjectsToFilterOut, updateCashFlowProjectViewUIState, updateCashFlowProjectViewAccountViewMode, resetCashFlowProjectNodeCollapseState, } = cashFlowProjectView.actions;
+export default cashFlowProjectView.reducer;
+const doUpdateCashFlowProjectView = (draft, timeframe, cashFlowReport) => {
+    const report = mapReportPayloadV2ToReportV2(cashFlowReport.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';
+    draft.fetchState[timeframe].error = undefined;
+    // Populated once, as with classHierarchy in the classes view: a project added
+    // mid-session is not picked up until the store is cleared, even by a hard
+    // refresh. Matches profitAndLossProjectViewReducer.
+    if (draft.projectIds.length <= 0) {
+        draft.projectIds = cashFlowReport.report.projects.map((project) => project.accounting_project_id);
+    }
+};

package/lib/esm/view/cashFlowProjectView/cashFlowProjectViewSelector.js

@@ -0,0 +1,54 @@
+import { getCOABalances } from '../../commonStateTypes/coaBalance/getCOABalancesSlice';
+import { reduceFetchStateParallelTimeframes } from '../../commonStateTypes/reduceFetchState';
+import { getProjectsByIds } from '../../entity/project/projectSelector';
+import { getSectionProjectViewReport } from '../../entity/sectionProjectView/sectionProjectViewSelector';
+import { CASH_FLOW_GROUPED_BREAKDOWN_IDS, CASH_FLOW_GROUPED_CALCULATED_IDS, CASH_FLOW_GROUPED_FINANCING_IDS_IN_ORDER, CASH_FLOW_GROUPED_IDS_IN_ORDER, CASH_FLOW_GROUPED_INVESTING_IDS_IN_ORDER, CASH_FLOW_GROUPED_OPERATING_IDS_IN_ORDER, } from '../cashFlow/cashFlowGroupedSectionOrder';
+export const getCashFlowProjectView = (filter, accountState, projectState, sectionsState, cashFlowProjectViewState) => {
+    const fetchState = reduceFetchStateParallelTimeframes([
+        cashFlowProjectViewState.fetchState.month,
+        cashFlowProjectViewState.fetchState.quarter,
+        cashFlowProjectViewState.fetchState.year,
+    ]);
+    const reportId = 'cash_flow_by_projects';
+    const sections = {};
+    const calculatedSections = {};
+    if (fetchState.fetchState === 'Completed') {
+        CASH_FLOW_GROUPED_BREAKDOWN_IDS.forEach((sectionId) => {
+            sections[sectionId] = getSectionProjectViewReport(accountState, projectState, sectionsState, cashFlowProjectViewState.projectIds, { reportId, sectionId }, filter);
+        });
+        // These come back grouped, so each figure is read through the section layer
+        // and arrives already pruned by the class/project picker — the same source
+        // the breakdown rows above render from, so the two can never disagree.
+        CASH_FLOW_GROUPED_CALCULATED_IDS.forEach((calculatedSectionId) => {
+            calculatedSections[calculatedSectionId] = getCOABalances(
+            // Already built by the breakdown loop above; rebuilding it would repeat
+            // the whole section walk on every recompute.
+            sections[calculatedSectionId].sectionBalancesTotalByPeriod, filter);
+        });
+        calculatedSections['investingActivitiesTotal'] = getCOABalances(sections['investingActivities'].sectionBalancesTotalByPeriod, filter);
+        calculatedSections['financingActivitiesTotal'] = getCOABalances(sections['financingActivities'].sectionBalancesTotalByPeriod, filter);
+    }
+    return {
+        sections,
+        calculatedSections,
+        fetchState: fetchState.fetchState,
+        error: fetchState.error,
+        filter,
+        uiState: cashFlowProjectViewState.uiState,
+        projects: getProjectsByIds(projectState, cashFlowProjectViewState.projectIds),
+        projectsToFilterOut: cashFlowProjectViewState.uiState.projectsToFilterOut,
+        reportId: cashFlowProjectViewState.reportId,
+        reportTitle: cashFlowProjectViewState.reportTitle,
+        firstMonthOfFY: cashFlowProjectViewState.firstMonthOfFY,
+        dataAvailable: cashFlowProjectViewState.dataAvailable,
+        bookCloseDate: cashFlowProjectViewState.bookCloseDate,
+        version: cashFlowProjectViewState.version,
+        status: cashFlowProjectViewState.status,
+        idsInOrder: CASH_FLOW_GROUPED_IDS_IN_ORDER,
+        rootSectionsWithSubSectionIds: {
+            operatingActivities: CASH_FLOW_GROUPED_OPERATING_IDS_IN_ORDER,
+            investingActivities: CASH_FLOW_GROUPED_INVESTING_IDS_IN_ORDER,
+            financingActivities: CASH_FLOW_GROUPED_FINANCING_IDS_IN_ORDER,
+        },
+    };
+};

package/lib/esm/view/cashFlowProjectView/cashFlowProjectViewSelectorTypes.js

@@ -0,0 +1 @@
+export {};

package/lib/esm/view/cashFlowProjectView/cashFlowProjectViewState.js

@@ -0,0 +1 @@
+export {};

package/lib/esm/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic.js

@@ -9,18 +9,6 @@ import { clearAll } from '../../../../rootActions';
 import { date } from '../../../../zeniDayJS';
 import { SERVICE_MONTH_FORMAT, } from '../../payload/jeSchedulesPayload';
 import { fetchJeSchedules, fetchJeSchedulesFailure, fetchJeSchedulesSuccess, initializeJeScheduleLocalData, } from '../../reducers/jeSchedulesViewReducer';
-/**
- * How far back to look for accrued schedules, matching the Vendors page
- * (`getDefaultSelectedTimeframeForScheduleType`, 'accrued_expenses'), which queries the same
- * start_date filter through /1.0/schedules.
- */
-const ACCRUED_LOOKBACK_MONTHS = 24;
-/**
- * One-time accruals keep their own, narrower lookback. Unlike an accrued schedule they belong to
- * exactly one service month and never span months, so the reason the accrued window has to reach
- * back does not apply to them -- widening it would only add older history to the Existing tab.
- */
-const ONE_TIME_ACCRUAL_LOOKBACK_MONTHS = 12;
 export const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchJeSchedules.match), mergeMap((action) => {
     const state = state$.value;
     const { expenseAutomationViewState: { selectedPeriodByTenantId }, } = state;
@@ -42,21 +30,15 @@ export const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe
     const endDate = isClosePeriodTab || existingEndDate == null
         ? toString(period.end)
         : toString(existingEndDate);
-    // Accrued rows are windowed on the schedule's own start_date -- its FIRST posting date --
-    // rather than a transaction date, so the lower bound has to reach back past the start of
-    // every accrual still running in this period, not just the ones that began in it. Review
-    // used to send the close month itself, which returned only accruals whose first posting fell
-    // in that month and hid every longer-running one.
-    const parsedEndDate = date(endDate);
-    const accruedStartDate = parsedEndDate
-        .subtract(ACCRUED_LOOKBACK_MONTHS, 'month')
-        .startOf('month')
-        .format(DEFAULT_DATE_FORMAT);
-    // Formatted as a service month, not a date: that is the only thing it is sent as.
-    const oneTimeAccrualServiceMonthStart = parsedEndDate
-        .subtract(ONE_TIME_ACCRUAL_LOOKBACK_MONTHS, 'month')
-        .startOf('month')
-        .format(SERVICE_MONTH_FORMAT);
+    // Accrued rows are windowed on the schedule's own start_date rather than a transaction date,
+    // so they get their own bounds. Review wants the month being closed; Existing wants the year
+    // up to endDate, snapped to the 1st — the same window the server used to compute for itself.
+    const accruedStartDate = isClosePeriodTab
+        ? toString(period.start)
+        : date(endDate)
+            .subtract(1, 'year')
+            .startOf('month')
+            .format(DEFAULT_DATE_FORMAT);
     const queryParam = {
         base_transaction_end_date: endDate,
         end_date: endDate,
@@ -77,8 +59,8 @@ export const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe
                 filter_failed_je_postings_by_date: true,
             }
             : {
-                one_time_accrual_service_month_start: oneTimeAccrualServiceMonthStart,
-                one_time_accrual_service_month_end: parsedEndDate.format(SERVICE_MONTH_FORMAT),
+                one_time_accrual_service_month_start: date(accruedStartDate).format(SERVICE_MONTH_FORMAT),
+                one_time_accrual_service_month_end: date(endDate).format(SERVICE_MONTH_FORMAT),
                 // Existing lists what actually reached the books.
                 one_time_accrual_statuses: ['posted'],
                 // A failed posting from an earlier month still needs to surface here, so this list

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

@@ -11,6 +11,8 @@ import { getBalanceSheet } from '../balanceSheet/balanceSheetSelector';
 import { getBalanceSheetClassesView } from '../balanceSheetClassesView/balanceSheetClassesViewSelector';
 import { getBalanceSheetProjectView } from '../balanceSheetProjectView/balanceSheetProjectViewSelector';
 import { getCashFlow } from '../cashFlow/cashFlowSelector';
+import { getCashFlowClassesView } from '../cashFlowClassesView/cashFlowClassesViewSelector';
+import { getCashFlowProjectView } from '../cashFlowProjectView/cashFlowProjectViewSelector';
 import { getProfitAndLossReport, } from '../profitAndLoss/profitAndLossSelector';
 import { getProfitAndLossClassesHorizontalView } from '../profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector';
 import { getProfitAndLossClassesView } from '../profitAndLossClassesView/profitAndLossClassesViewSelector';
@@ -39,7 +41,7 @@ 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.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) => {
+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.cashFlowClassesViewState, (state) => state.cashFlowProjectViewState, (state) => state.financeStatementState, (state) => state.sectionAccountsViewState, (state) => state.forecastState, (accountState, accountGroupState, classState, sectionsState, profitAndLossState, profitAndLossClassesViewState, projectState, sectionProjectViewState, profitAndLossProjectViewState, balanceSheetState, balanceSheetClassesViewState, balanceSheetProjectViewState, cashFlowState, cashFlowClassesViewState, cashFlowProjectViewState, financeStatementState, sectionAccountsViewState, forecastState) => {
     // to get min and max dates across three reports
     let allTimeframeTicks = [];
     let balancesInTimeframe = [];
@@ -81,6 +83,10 @@ export const getFinanceStatement = createSelector((state) => state.accountState,
     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 cashFlowClassFilter = newBalancesFilterClassesView(filter.firstMonthOfFY, filter.timeframe, filter.balancesRange.numberOfPeriods, filter.balancesRange.thisPeriod, filter.balancesRange.orderBy, filter.additionalBalances, cashFlowClassesViewState.uiState.classesToFilterOut);
+    const cashFlowByClassReport = getCashFlowClassesView(cashFlowClassFilter, accountState, classState, sectionsState, cashFlowClassesViewState);
+    const cashFlowProjectFilter = newBalancesFilterProjectView(filter.firstMonthOfFY, filter.timeframe, filter.balancesRange.numberOfPeriods, filter.balancesRange.thisPeriod, filter.balancesRange.orderBy, filter.additionalBalances, cashFlowProjectViewState.uiState.projectsToFilterOut);
+    const cashFlowByProjectReport = getCashFlowProjectView(cashFlowProjectFilter, accountState, projectState, sectionProjectViewState, cashFlowProjectViewState);
     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);
@@ -129,6 +135,18 @@ export const getFinanceStatement = createSelector((state) => state.accountState,
                 error: cashFlowReport.error,
             };
             break;
+        case 'cash_flow_by_classes':
+            selectedReportAndTimeframeFetchState = {
+                fetchState: cashFlowByClassReport.fetchState,
+                error: cashFlowByClassReport.error,
+            };
+            break;
+        case 'cash_flow_by_projects':
+            selectedReportAndTimeframeFetchState = {
+                fetchState: cashFlowByProjectReport.fetchState,
+                error: cashFlowByProjectReport.error,
+            };
+            break;
         default:
             break;
     }
@@ -151,6 +169,8 @@ export const getFinanceStatement = createSelector((state) => state.accountState,
         profitAndLossByClassHorizontalReport,
         balanceSheetReport,
         balanceSheetByClassReport,
+        cashFlowByClassReport,
+        cashFlowByProjectReport,
         balanceSheetByProjectReport,
         cashFlowReport,
         filter,