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

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (93) hide show
  1. package/lib/commonStateTypes/coaBalance/classBalances/getSumOfBalancesGroupedByPeriod.js +16 -3
  2. package/lib/commonStateTypes/viewAndReport/reportIDHelper.d.ts +6 -0
  3. package/lib/commonStateTypes/viewAndReport/reportIDHelper.js +12 -1
  4. package/lib/commonStateTypes/viewAndReport/viewAndReport.d.ts +2 -2
  5. package/lib/commonStateTypes/viewAndReport/viewAndReport.js +2 -0
  6. package/lib/entity/accountGroup/accountGroupState.d.ts +1 -1
  7. package/lib/entity/class/classReducer.d.ts +4 -4
  8. package/lib/entity/class/classState.d.ts +1 -1
  9. package/lib/entity/forecast/forecastState.d.ts +1 -1
  10. package/lib/entity/sectionAccountsView/sectionAccountsView.d.ts +1 -1
  11. package/lib/entity/sectionClassesViewV2/sectionClassesView.d.ts +1 -1
  12. package/lib/entity/sectionClassesViewV2/sectionClassesViewEpic.js +2 -1
  13. package/lib/entity/sectionClassesViewV2/sectionClassesViewReducer.d.ts +2 -2
  14. package/lib/entity/sectionProjectView/sectionProjectView.d.ts +1 -1
  15. package/lib/entity/sectionProjectView/sectionProjectViewReducer.d.ts +2 -2
  16. package/lib/epic.d.ts +5 -1
  17. package/lib/epic.js +8 -0
  18. package/lib/esm/commonStateTypes/coaBalance/classBalances/getSumOfBalancesGroupedByPeriod.js +16 -3
  19. package/lib/esm/commonStateTypes/viewAndReport/reportIDHelper.js +7 -0
  20. package/lib/esm/commonStateTypes/viewAndReport/viewAndReport.js +2 -0
  21. package/lib/esm/entity/sectionClassesViewV2/sectionClassesViewEpic.js +2 -1
  22. package/lib/esm/epic.js +8 -0
  23. package/lib/esm/index.js +7 -3
  24. package/lib/esm/reducer.js +6 -0
  25. package/lib/esm/view/cashFlow/cashFlowGroupedSectionOrder.js +47 -0
  26. package/lib/esm/view/cashFlowClassesView/cashFlowClassesViewEpic.js +30 -0
  27. package/lib/esm/view/cashFlowClassesView/cashFlowClassesViewPayload.js +1 -0
  28. package/lib/esm/view/cashFlowClassesView/cashFlowClassesViewReducer.js +129 -0
  29. package/lib/esm/view/cashFlowClassesView/cashFlowClassesViewSelector.js +53 -0
  30. package/lib/esm/view/cashFlowClassesView/cashFlowClassesViewSelectorTypes.js +1 -0
  31. package/lib/esm/view/cashFlowClassesView/cashFlowClassesViewState.js +1 -0
  32. package/lib/esm/view/cashFlowClassesView/cashFlowForTimeframeClassesViewEpic.js +55 -0
  33. package/lib/esm/view/cashFlowProjectView/cashFlowForTimeframeProjectViewEpic.js +57 -0
  34. package/lib/esm/view/cashFlowProjectView/cashFlowProjectViewEpic.js +30 -0
  35. package/lib/esm/view/cashFlowProjectView/cashFlowProjectViewPayload.js +1 -0
  36. package/lib/esm/view/cashFlowProjectView/cashFlowProjectViewReducer.js +125 -0
  37. package/lib/esm/view/cashFlowProjectView/cashFlowProjectViewSelector.js +54 -0
  38. package/lib/esm/view/cashFlowProjectView/cashFlowProjectViewSelectorTypes.js +1 -0
  39. package/lib/esm/view/cashFlowProjectView/cashFlowProjectViewState.js +1 -0
  40. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic.js +11 -29
  41. package/lib/esm/view/financeStatement/financeStatementSelector.js +21 -1
  42. package/lib/index.d.ts +11 -3
  43. package/lib/index.js +71 -48
  44. package/lib/reducer.d.ts +2 -0
  45. package/lib/reducer.js +6 -0
  46. package/lib/rootStateTypes.d.ts +4 -0
  47. package/lib/view/auditReportView/auditReportViewState.d.ts +1 -1
  48. package/lib/view/billPayCard/billPayCardSelector.d.ts +1 -1
  49. package/lib/view/cardBalance/cardBalanceSelector.d.ts +1 -1
  50. package/lib/view/cashBalance/cashBalanceSelector.d.ts +1 -1
  51. package/lib/view/cashFlow/cashFlowGroupedSectionOrder.d.ts +15 -0
  52. package/lib/view/cashFlow/cashFlowGroupedSectionOrder.js +50 -0
  53. package/lib/view/cashFlowClassesView/cashFlowClassesViewEpic.d.ts +6 -0
  54. package/lib/view/cashFlowClassesView/cashFlowClassesViewEpic.js +34 -0
  55. package/lib/view/cashFlowClassesView/cashFlowClassesViewPayload.d.ts +14 -0
  56. package/lib/view/cashFlowClassesView/cashFlowClassesViewPayload.js +2 -0
  57. package/lib/view/cashFlowClassesView/cashFlowClassesViewReducer.d.ts +34 -0
  58. package/lib/view/cashFlowClassesView/cashFlowClassesViewReducer.js +133 -0
  59. package/lib/view/cashFlowClassesView/cashFlowClassesViewSelector.d.ts +7 -0
  60. package/lib/view/cashFlowClassesView/cashFlowClassesViewSelector.js +57 -0
  61. package/lib/view/cashFlowClassesView/cashFlowClassesViewSelectorTypes.d.ts +15 -0
  62. package/lib/view/cashFlowClassesView/cashFlowClassesViewSelectorTypes.js +2 -0
  63. package/lib/view/cashFlowClassesView/cashFlowClassesViewState.d.ts +23 -0
  64. package/lib/view/cashFlowClassesView/cashFlowClassesViewState.js +2 -0
  65. package/lib/view/cashFlowClassesView/cashFlowForTimeframeClassesViewEpic.d.ts +9 -0
  66. package/lib/view/cashFlowClassesView/cashFlowForTimeframeClassesViewEpic.js +60 -0
  67. package/lib/view/cashFlowProjectView/cashFlowForTimeframeProjectViewEpic.d.ts +10 -0
  68. package/lib/view/cashFlowProjectView/cashFlowForTimeframeProjectViewEpic.js +62 -0
  69. package/lib/view/cashFlowProjectView/cashFlowProjectViewEpic.d.ts +6 -0
  70. package/lib/view/cashFlowProjectView/cashFlowProjectViewEpic.js +34 -0
  71. package/lib/view/cashFlowProjectView/cashFlowProjectViewPayload.d.ts +14 -0
  72. package/lib/view/cashFlowProjectView/cashFlowProjectViewPayload.js +2 -0
  73. package/lib/view/cashFlowProjectView/cashFlowProjectViewReducer.d.ts +33 -0
  74. package/lib/view/cashFlowProjectView/cashFlowProjectViewReducer.js +129 -0
  75. package/lib/view/cashFlowProjectView/cashFlowProjectViewSelector.d.ts +7 -0
  76. package/lib/view/cashFlowProjectView/cashFlowProjectViewSelector.js +58 -0
  77. package/lib/view/cashFlowProjectView/cashFlowProjectViewSelectorTypes.d.ts +19 -0
  78. package/lib/view/cashFlowProjectView/cashFlowProjectViewSelectorTypes.js +2 -0
  79. package/lib/view/cashFlowProjectView/cashFlowProjectViewState.d.ts +22 -0
  80. package/lib/view/cashFlowProjectView/cashFlowProjectViewState.js +2 -0
  81. package/lib/view/cashInCashOut/cashInCashOutSelector.d.ts +1 -1
  82. package/lib/view/cashPosition/cashPositionSelector.d.ts +1 -1
  83. package/lib/view/dashboard/dashboardReducer.d.ts +2 -2
  84. package/lib/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic.js +11 -29
  85. package/lib/view/financeStatement/financeStatementReducer.d.ts +1 -1
  86. package/lib/view/financeStatement/financeStatementSelector.d.ts +4 -0
  87. package/lib/view/financeStatement/financeStatementSelector.js +21 -1
  88. package/lib/view/globalMerchantView/globalMerchantViewReducer.d.ts +2 -2
  89. package/lib/view/reimbursementCard/reimbursementCardSelector.d.ts +1 -1
  90. package/lib/view/reportsResync/reportsResyncReducer.d.ts +2 -2
  91. package/lib/view/tasksCard/tasksCardSelector.d.ts +1 -1
  92. package/lib/view/topEx/topExSelector.d.ts +1 -1
  93. package/package.json +1 -1
@@ -0,0 +1,10 @@
1
+ import { ActionsObservable, StateObservable } from 'redux-observable';
2
+ import { Observable } from 'rxjs';
3
+ import { updateProjects } from '../../entity/project/projectReducer';
4
+ import { updateSectionProjectView } from '../../entity/sectionProjectView/sectionProjectViewReducer';
5
+ import { RootState } from '../../reducer';
6
+ import { ZeniAPI } from '../../zeniAPI';
7
+ import { fetchCashFlowForTimeframeProjectView, updateCashFlowForTimeframeProjectView, updateCashFlowForTimeframeProjectViewFailure } from './cashFlowProjectViewReducer';
8
+ export type ActionType = ReturnType<typeof fetchCashFlowForTimeframeProjectView> | ReturnType<typeof updateCashFlowForTimeframeProjectView> | ReturnType<typeof updateCashFlowForTimeframeProjectViewFailure> | ReturnType<typeof updateProjects> | ReturnType<typeof updateSectionProjectView>;
9
+ export declare const reportIdUniqueKey: () => "cash_flow_by_projects";
10
+ export declare const fetchCashFlowForTimeframeProjectViewEpic: (actions$: ActionsObservable<ActionType>, _: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;
@@ -0,0 +1,62 @@
1
+ "use strict";
2
+ Object.defineProperty(exports, "__esModule", { value: true });
3
+ exports.fetchCashFlowForTimeframeProjectViewEpic = exports.reportIdUniqueKey = void 0;
4
+ const rxjs_1 = require("rxjs");
5
+ const operators_1 = require("rxjs/operators");
6
+ const projectReducer_1 = require("../../entity/project/projectReducer");
7
+ const sectionProjectViewReducer_1 = require("../../entity/sectionProjectView/sectionProjectViewReducer");
8
+ const responsePayload_1 = require("../../responsePayload");
9
+ const cashFlowPayload_1 = require("../cashFlow/cashFlowPayload");
10
+ const cashFlowProjectViewReducer_1 = require("./cashFlowProjectViewReducer");
11
+ const getTimeSeriesGroup = (timeframe) => {
12
+ switch (timeframe) {
13
+ case 'month':
14
+ return 'months';
15
+ case 'quarter':
16
+ return 'quarters';
17
+ case 'year':
18
+ return 'years';
19
+ }
20
+ };
21
+ const reportIdUniqueKey = () => 'cash_flow_by_projects';
22
+ exports.reportIdUniqueKey = reportIdUniqueKey;
23
+ const fetchCashFlowForTimeframeProjectViewEpic = (actions$, _, zeniAPI) => actions$.pipe((0, operators_1.filter)(cashFlowProjectViewReducer_1.fetchCashFlowForTimeframeProjectView.match), (0, operators_1.mergeMap)((action) => {
24
+ const queryValue = {
25
+ is_full_response: true,
26
+ time_series_groups: [getTimeSeriesGroup(action.payload.timeframe)],
27
+ is_group_by_project: true,
28
+ // Only sent when refreshing: the flag makes the backend bypass its saved
29
+ // report and regenerate, so a normal lookup must not carry it.
30
+ ...(action.payload.cacheOverride === true
31
+ ? { is_hard_refresh: true }
32
+ : {}),
33
+ };
34
+ return zeniAPI
35
+ .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/2.0/reports/cash_flow?query=${encodeURIComponent(JSON.stringify(queryValue))}`)
36
+ .pipe((0, operators_1.mergeMap)((response) => {
37
+ if (response.data != null && (0, responsePayload_1.isSuccessResponse)(response)) {
38
+ const actions = [];
39
+ const { report } = response.data;
40
+ const currency = report.currency;
41
+ actions.push((0, projectReducer_1.updateProjects)(report.projects));
42
+ actions.push((0, sectionProjectViewReducer_1.updateSectionProjectView)(action.payload.timeframe, (0, cashFlowPayload_1.toCashFlowReportViewID)('adjustments'), (0, exports.reportIdUniqueKey)(), report.operating_activities.adjustments, report.accounts, currency));
43
+ actions.push((0, sectionProjectViewReducer_1.updateSectionProjectView)(action.payload.timeframe, (0, cashFlowPayload_1.toCashFlowReportViewID)('investing_activities'), (0, exports.reportIdUniqueKey)(), report.investing_activities, report.accounts, currency));
44
+ actions.push((0, sectionProjectViewReducer_1.updateSectionProjectView)(action.payload.timeframe, (0, cashFlowPayload_1.toCashFlowReportViewID)('financing_activities'), (0, exports.reportIdUniqueKey)(), report.financing_activities, report.accounts, currency));
45
+ actions.push((0, sectionProjectViewReducer_1.updateSectionProjectView)(action.payload.timeframe, (0, cashFlowPayload_1.toCashFlowReportViewID)('net_income'), (0, exports.reportIdUniqueKey)(), report.operating_activities.net_income, report.accounts, currency));
46
+ actions.push((0, sectionProjectViewReducer_1.updateSectionProjectView)(action.payload.timeframe, (0, cashFlowPayload_1.toCashFlowReportViewID)('operating_activities'), (0, exports.reportIdUniqueKey)(), report.operating_activities, report.accounts, currency));
47
+ actions.push((0, sectionProjectViewReducer_1.updateSectionProjectView)(action.payload.timeframe, (0, cashFlowPayload_1.toCashFlowReportViewID)('change_in_cash_and_equivalents'), (0, exports.reportIdUniqueKey)(), report.change_in_cash_and_equivalents, report.accounts, currency));
48
+ actions.push((0, cashFlowProjectViewReducer_1.updateCashFlowForTimeframeProjectView)({
49
+ timeframe: action.payload.timeframe,
50
+ report: response.data,
51
+ }));
52
+ return (0, rxjs_1.from)(actions);
53
+ }
54
+ else {
55
+ return (0, rxjs_1.of)((0, cashFlowProjectViewReducer_1.updateCashFlowForTimeframeProjectViewFailure)(response.status, action.payload.timeframe));
56
+ }
57
+ }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, cashFlowProjectViewReducer_1.updateCashFlowForTimeframeProjectViewFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Cash Flow by Project REST API call errored out: ' +
58
+ (error instanceof Error
59
+ ? error.message
60
+ : JSON.stringify(error))), action.payload.timeframe))));
61
+ }));
62
+ exports.fetchCashFlowForTimeframeProjectViewEpic = fetchCashFlowForTimeframeProjectViewEpic;
@@ -0,0 +1,6 @@
1
+ import { ActionsObservable, StateObservable } from 'redux-observable';
2
+ import { Observable } from 'rxjs';
3
+ import { RootState } from '../../reducer';
4
+ import { fetchCashFlowForTimeframeProjectView, fetchCashFlowProjectView } from './cashFlowProjectViewReducer';
5
+ export type ActionType = ReturnType<typeof fetchCashFlowProjectView> | ReturnType<typeof fetchCashFlowForTimeframeProjectView>;
6
+ export declare const fetchCashFlowProjectViewEpic: (actions$: ActionsObservable<ActionType>, state: StateObservable<RootState>) => Observable<ActionType>;
@@ -0,0 +1,34 @@
1
+ "use strict";
2
+ Object.defineProperty(exports, "__esModule", { value: true });
3
+ exports.fetchCashFlowProjectViewEpic = void 0;
4
+ const rxjs_1 = require("rxjs");
5
+ const operators_1 = require("rxjs/operators");
6
+ const cashFlowProjectViewReducer_1 = require("./cashFlowProjectViewReducer");
7
+ const fetchCashFlowProjectViewEpic = (actions$, state) => actions$.pipe((0, operators_1.filter)(cashFlowProjectViewReducer_1.fetchCashFlowProjectView.match), (0, operators_1.switchMap)((action) => {
8
+ const { cacheOverride } = action.payload;
9
+ if (cacheOverride === true) {
10
+ return (0, rxjs_1.from)([
11
+ (0, cashFlowProjectViewReducer_1.fetchCashFlowForTimeframeProjectView)('month', true),
12
+ (0, cashFlowProjectViewReducer_1.fetchCashFlowForTimeframeProjectView)('quarter', true),
13
+ (0, cashFlowProjectViewReducer_1.fetchCashFlowForTimeframeProjectView)('year', true),
14
+ ]);
15
+ }
16
+ else {
17
+ const fetchActions = [];
18
+ const projectFetchState = state.value.cashFlowProjectViewState.fetchState;
19
+ if (projectFetchState['month'].fetchState !== 'In-Progress' &&
20
+ projectFetchState['month'].fetchState !== 'Completed') {
21
+ fetchActions.push((0, cashFlowProjectViewReducer_1.fetchCashFlowForTimeframeProjectView)('month'));
22
+ }
23
+ if (projectFetchState['quarter'].fetchState !== 'In-Progress' &&
24
+ projectFetchState['quarter'].fetchState !== 'Completed') {
25
+ fetchActions.push((0, cashFlowProjectViewReducer_1.fetchCashFlowForTimeframeProjectView)('quarter'));
26
+ }
27
+ if (projectFetchState['year'].fetchState !== 'In-Progress' &&
28
+ projectFetchState['year'].fetchState !== 'Completed') {
29
+ fetchActions.push((0, cashFlowProjectViewReducer_1.fetchCashFlowForTimeframeProjectView)('year'));
30
+ }
31
+ return (0, rxjs_1.from)(fetchActions);
32
+ }
33
+ }));
34
+ exports.fetchCashFlowProjectViewEpic = fetchCashFlowProjectViewEpic;
@@ -0,0 +1,14 @@
1
+ import { ZeniReportResponse } from '../../responsePayload';
2
+ import { ReportByProjectMetadataPayloadV2, SectionByProjectCOABalanceGroupedPayloadV2 } from '../profitAndLossProjectView/profitAndLossProjectViewPayload';
3
+ interface OperatingActivitiesProjectView {
4
+ adjustments: SectionByProjectCOABalanceGroupedPayloadV2;
5
+ net_income: SectionByProjectCOABalanceGroupedPayloadV2;
6
+ }
7
+ export interface CashFlowProjectViewPayload extends ReportByProjectMetadataPayloadV2 {
8
+ change_in_cash_and_equivalents: SectionByProjectCOABalanceGroupedPayloadV2;
9
+ financing_activities: SectionByProjectCOABalanceGroupedPayloadV2;
10
+ investing_activities: SectionByProjectCOABalanceGroupedPayloadV2;
11
+ operating_activities: SectionByProjectCOABalanceGroupedPayloadV2 & OperatingActivitiesProjectView;
12
+ }
13
+ export type CashFlowReportProjectViewResponse = ZeniReportResponse<CashFlowProjectViewPayload>;
14
+ export {};
@@ -0,0 +1,2 @@
1
+ "use strict";
2
+ Object.defineProperty(exports, "__esModule", { value: true });
@@ -0,0 +1,33 @@
1
+ import { AccountViewMode, ID } from '../../commonStateTypes/common';
2
+ import { ZeniAPIStatus, ZeniReportData } from '../../responsePayload';
3
+ import { CashFlowProjectViewPayload } from './cashFlowProjectViewPayload';
4
+ import { CashFlowProjectViewState } from './cashFlowProjectViewState';
5
+ export declare const initialState: CashFlowProjectViewState;
6
+ export declare const fetchCashFlowProjectView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[cacheOverride?: boolean | undefined], {
7
+ cacheOverride: boolean;
8
+ }, "cashFlowProjectView/fetchCashFlowProjectView", never, never>, fetchCashFlowForTimeframeProjectView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[timeframe: "month" | "year" | "quarter", cacheOverride?: boolean | undefined], {
9
+ timeframe: "month" | "year" | "quarter";
10
+ cacheOverride: boolean;
11
+ }, "cashFlowProjectView/fetchCashFlowForTimeframeProjectView", never, never>, updateCashFlowForTimeframeProjectView: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
12
+ report: ZeniReportData<CashFlowProjectViewPayload>;
13
+ timeframe: "month" | "quarter" | "year";
14
+ }, "cashFlowProjectView/updateCashFlowForTimeframeProjectView">, updateCashFlowForTimeframeProjectViewFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[error: ZeniAPIStatus<Record<string, unknown>>, timeframe: "month" | "year" | "quarter"], {
15
+ error: ZeniAPIStatus<Record<string, unknown>>;
16
+ timeframe: "month" | "year" | "quarter";
17
+ }, "cashFlowProjectView/updateCashFlowForTimeframeProjectViewFailure", never, never>, updateCashFlowProjectsToFilterOut: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
18
+ projectsToFilterOut: ID[];
19
+ }, "cashFlowProjectView/updateCashFlowProjectsToFilterOut">, updateCashFlowProjectViewUIState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
20
+ nodeCollapseState?: {
21
+ isCollapsed: boolean;
22
+ nodeId: ID;
23
+ };
24
+ resetLeftScroll?: boolean;
25
+ scrollPosition?: {
26
+ scrollTop: number;
27
+ scrollLeft?: number;
28
+ };
29
+ }, "cashFlowProjectView/updateCashFlowProjectViewUIState">, updateCashFlowProjectViewAccountViewMode: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
30
+ viewMode: AccountViewMode;
31
+ }, "cashFlowProjectView/updateCashFlowProjectViewAccountViewMode">, resetCashFlowProjectNodeCollapseState: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"cashFlowProjectView/resetCashFlowProjectNodeCollapseState">;
32
+ declare const _default: import("redux").Reducer<CashFlowProjectViewState>;
33
+ export default _default;
@@ -0,0 +1,129 @@
1
+ "use strict";
2
+ var _a;
3
+ Object.defineProperty(exports, "__esModule", { value: true });
4
+ exports.resetCashFlowProjectNodeCollapseState = exports.updateCashFlowProjectViewAccountViewMode = exports.updateCashFlowProjectViewUIState = exports.updateCashFlowProjectsToFilterOut = exports.updateCashFlowForTimeframeProjectViewFailure = exports.updateCashFlowForTimeframeProjectView = exports.fetchCashFlowForTimeframeProjectView = exports.fetchCashFlowProjectView = exports.initialState = void 0;
5
+ const toolkit_1 = require("@reduxjs/toolkit");
6
+ const viewAndReportPayloadv2_1 = require("../../commonPayloadTypes/v2/viewAndReportPayloadv2");
7
+ const rootActions_1 = require("../../rootActions");
8
+ exports.initialState = {
9
+ bookCloseDate: undefined,
10
+ fetchState: {
11
+ month: {
12
+ fetchState: 'Not-Started',
13
+ error: undefined,
14
+ },
15
+ quarter: {
16
+ fetchState: 'Not-Started',
17
+ error: undefined,
18
+ },
19
+ year: {
20
+ fetchState: 'Not-Started',
21
+ error: undefined,
22
+ },
23
+ },
24
+ firstMonthOfFY: 1,
25
+ projectIds: [],
26
+ reportId: 'cash_flow_by_projects',
27
+ reportTitle: 'cash_flow_by_projects',
28
+ uiState: {
29
+ accountViewMode: 'account_group',
30
+ nodeCollapseState: {},
31
+ projectsToFilterOut: [],
32
+ scrollPosition: undefined,
33
+ },
34
+ };
35
+ const cashFlowProjectView = (0, toolkit_1.createSlice)({
36
+ name: 'cashFlowProjectView',
37
+ initialState: exports.initialState,
38
+ reducers: {
39
+ fetchCashFlowProjectView: {
40
+ prepare(cacheOverride = false) {
41
+ return { payload: { cacheOverride } };
42
+ },
43
+ reducer(
44
+ // eslint-disable-next-line @typescript-eslint/no-unused-vars
45
+ _draft,
46
+ // eslint-disable-next-line @typescript-eslint/no-unused-vars
47
+ _action) {
48
+ // nothing to do here
49
+ },
50
+ },
51
+ fetchCashFlowForTimeframeProjectView: {
52
+ prepare(timeframe, cacheOverride = false) {
53
+ return { payload: { timeframe, cacheOverride } };
54
+ },
55
+ reducer(draft, action) {
56
+ const timeframe = action.payload.timeframe;
57
+ draft.fetchState[timeframe].fetchState = 'In-Progress';
58
+ draft.fetchState[timeframe].error = undefined;
59
+ },
60
+ },
61
+ updateCashFlowForTimeframeProjectView(draft, action) {
62
+ doUpdateCashFlowProjectView(draft, action.payload.timeframe, action.payload.report);
63
+ },
64
+ updateCashFlowForTimeframeProjectViewFailure: {
65
+ prepare(error, timeframe) {
66
+ return {
67
+ payload: {
68
+ error,
69
+ timeframe,
70
+ },
71
+ };
72
+ },
73
+ reducer(draft, action) {
74
+ draft.fetchState[action.payload.timeframe] = {
75
+ fetchState: 'Error',
76
+ error: action.payload.error,
77
+ };
78
+ },
79
+ },
80
+ updateCashFlowProjectsToFilterOut(draft, action) {
81
+ draft.uiState.projectsToFilterOut = action.payload.projectsToFilterOut;
82
+ },
83
+ updateCashFlowProjectViewUIState(draft, action) {
84
+ const { nodeCollapseState, scrollPosition, resetLeftScroll } = action.payload;
85
+ if (nodeCollapseState != null) {
86
+ draft.uiState.nodeCollapseState = Object.assign({}, draft.uiState.nodeCollapseState, {
87
+ [nodeCollapseState.nodeId]: nodeCollapseState.isCollapsed,
88
+ });
89
+ }
90
+ // Mutually exclusive: resetLeftScroll clears only scrollLeft from the
91
+ // recorded position, scrollPosition replaces the whole record.
92
+ if (resetLeftScroll === true && draft.uiState.scrollPosition != null) {
93
+ draft.uiState.scrollPosition.scrollLeft = undefined;
94
+ }
95
+ else if (scrollPosition != null) {
96
+ draft.uiState.scrollPosition = scrollPosition;
97
+ }
98
+ },
99
+ updateCashFlowProjectViewAccountViewMode(draft, action) {
100
+ draft.uiState.accountViewMode = action.payload.viewMode;
101
+ },
102
+ resetCashFlowProjectNodeCollapseState(draft) {
103
+ draft.uiState.nodeCollapseState = {};
104
+ },
105
+ },
106
+ extraReducers: (builder) => {
107
+ builder.addCase(rootActions_1.clearAll, (draft) => {
108
+ Object.assign(draft, exports.initialState);
109
+ });
110
+ },
111
+ });
112
+ _a = cashFlowProjectView.actions, exports.fetchCashFlowProjectView = _a.fetchCashFlowProjectView, exports.fetchCashFlowForTimeframeProjectView = _a.fetchCashFlowForTimeframeProjectView, exports.updateCashFlowForTimeframeProjectView = _a.updateCashFlowForTimeframeProjectView, exports.updateCashFlowForTimeframeProjectViewFailure = _a.updateCashFlowForTimeframeProjectViewFailure, exports.updateCashFlowProjectsToFilterOut = _a.updateCashFlowProjectsToFilterOut, exports.updateCashFlowProjectViewUIState = _a.updateCashFlowProjectViewUIState, exports.updateCashFlowProjectViewAccountViewMode = _a.updateCashFlowProjectViewAccountViewMode, exports.resetCashFlowProjectNodeCollapseState = _a.resetCashFlowProjectNodeCollapseState;
113
+ exports.default = cashFlowProjectView.reducer;
114
+ const doUpdateCashFlowProjectView = (draft, timeframe, cashFlowReport) => {
115
+ const report = (0, viewAndReportPayloadv2_1.mapReportPayloadV2ToReportV2)(cashFlowReport.report);
116
+ draft.currency = report.currency;
117
+ draft.dataAvailable = report.dataAvailable;
118
+ draft.firstMonthOfFY = report.firstMonthOfFY;
119
+ draft.bookCloseDate = report.bookCloseDate;
120
+ draft.status = report.status;
121
+ draft.fetchState[timeframe].fetchState = 'Completed';
122
+ draft.fetchState[timeframe].error = undefined;
123
+ // Populated once, as with classHierarchy in the classes view: a project added
124
+ // mid-session is not picked up until the store is cleared, even by a hard
125
+ // refresh. Matches profitAndLossProjectViewReducer.
126
+ if (draft.projectIds.length <= 0) {
127
+ draft.projectIds = cashFlowReport.report.projects.map((project) => project.accounting_project_id);
128
+ }
129
+ };
@@ -0,0 +1,7 @@
1
+ import { COABalancesFilterProjectView } from '../../commonStateTypes/coaBalance/coaBalancesFilterProjectView';
2
+ import { AccountState } from '../../entity/account/accountState';
3
+ import { ProjectState } from '../../entity/project/projectReducer';
4
+ import { SectionProjectViewState } from '../../entity/sectionProjectView/sectionProjectViewState';
5
+ import { CashFlowProjectViewReport } from './cashFlowProjectViewSelectorTypes';
6
+ import { CashFlowProjectViewState } from './cashFlowProjectViewState';
7
+ export declare const getCashFlowProjectView: (filter: COABalancesFilterProjectView, accountState: AccountState, projectState: ProjectState, sectionsState: SectionProjectViewState, cashFlowProjectViewState: CashFlowProjectViewState) => CashFlowProjectViewReport;
@@ -0,0 +1,58 @@
1
+ "use strict";
2
+ Object.defineProperty(exports, "__esModule", { value: true });
3
+ exports.getCashFlowProjectView = void 0;
4
+ const getCOABalancesSlice_1 = require("../../commonStateTypes/coaBalance/getCOABalancesSlice");
5
+ const reduceFetchState_1 = require("../../commonStateTypes/reduceFetchState");
6
+ const projectSelector_1 = require("../../entity/project/projectSelector");
7
+ const sectionProjectViewSelector_1 = require("../../entity/sectionProjectView/sectionProjectViewSelector");
8
+ const cashFlowGroupedSectionOrder_1 = require("../cashFlow/cashFlowGroupedSectionOrder");
9
+ const getCashFlowProjectView = (filter, accountState, projectState, sectionsState, cashFlowProjectViewState) => {
10
+ const fetchState = (0, reduceFetchState_1.reduceFetchStateParallelTimeframes)([
11
+ cashFlowProjectViewState.fetchState.month,
12
+ cashFlowProjectViewState.fetchState.quarter,
13
+ cashFlowProjectViewState.fetchState.year,
14
+ ]);
15
+ const reportId = 'cash_flow_by_projects';
16
+ const sections = {};
17
+ const calculatedSections = {};
18
+ if (fetchState.fetchState === 'Completed') {
19
+ cashFlowGroupedSectionOrder_1.CASH_FLOW_GROUPED_BREAKDOWN_IDS.forEach((sectionId) => {
20
+ sections[sectionId] = (0, sectionProjectViewSelector_1.getSectionProjectViewReport)(accountState, projectState, sectionsState, cashFlowProjectViewState.projectIds, { reportId, sectionId }, filter);
21
+ });
22
+ // These come back grouped, so each figure is read through the section layer
23
+ // and arrives already pruned by the class/project picker — the same source
24
+ // the breakdown rows above render from, so the two can never disagree.
25
+ cashFlowGroupedSectionOrder_1.CASH_FLOW_GROUPED_CALCULATED_IDS.forEach((calculatedSectionId) => {
26
+ calculatedSections[calculatedSectionId] = (0, getCOABalancesSlice_1.getCOABalances)(
27
+ // Already built by the breakdown loop above; rebuilding it would repeat
28
+ // the whole section walk on every recompute.
29
+ sections[calculatedSectionId].sectionBalancesTotalByPeriod, filter);
30
+ });
31
+ calculatedSections['investingActivitiesTotal'] = (0, getCOABalancesSlice_1.getCOABalances)(sections['investingActivities'].sectionBalancesTotalByPeriod, filter);
32
+ calculatedSections['financingActivitiesTotal'] = (0, getCOABalancesSlice_1.getCOABalances)(sections['financingActivities'].sectionBalancesTotalByPeriod, filter);
33
+ }
34
+ return {
35
+ sections,
36
+ calculatedSections,
37
+ fetchState: fetchState.fetchState,
38
+ error: fetchState.error,
39
+ filter,
40
+ uiState: cashFlowProjectViewState.uiState,
41
+ projects: (0, projectSelector_1.getProjectsByIds)(projectState, cashFlowProjectViewState.projectIds),
42
+ projectsToFilterOut: cashFlowProjectViewState.uiState.projectsToFilterOut,
43
+ reportId: cashFlowProjectViewState.reportId,
44
+ reportTitle: cashFlowProjectViewState.reportTitle,
45
+ firstMonthOfFY: cashFlowProjectViewState.firstMonthOfFY,
46
+ dataAvailable: cashFlowProjectViewState.dataAvailable,
47
+ bookCloseDate: cashFlowProjectViewState.bookCloseDate,
48
+ version: cashFlowProjectViewState.version,
49
+ status: cashFlowProjectViewState.status,
50
+ idsInOrder: cashFlowGroupedSectionOrder_1.CASH_FLOW_GROUPED_IDS_IN_ORDER,
51
+ rootSectionsWithSubSectionIds: {
52
+ operatingActivities: cashFlowGroupedSectionOrder_1.CASH_FLOW_GROUPED_OPERATING_IDS_IN_ORDER,
53
+ investingActivities: cashFlowGroupedSectionOrder_1.CASH_FLOW_GROUPED_INVESTING_IDS_IN_ORDER,
54
+ financingActivities: cashFlowGroupedSectionOrder_1.CASH_FLOW_GROUPED_FINANCING_IDS_IN_ORDER,
55
+ },
56
+ };
57
+ };
58
+ exports.getCashFlowProjectView = getCashFlowProjectView;
@@ -0,0 +1,19 @@
1
+ import { COABalancesFilterProjectView } from '../../commonStateTypes/coaBalance/coaBalancesFilterProjectView';
2
+ import { ID } from '../../commonStateTypes/common';
3
+ import { CalculatedSection } from '../../commonStateTypes/selectorTypes/selectorTypes';
4
+ import { SelectorReport } from '../../commonStateTypes/viewAndReport/viewAndReport';
5
+ import { Project } from '../../entity/project/projectState';
6
+ import { SectionProjectViewReport } from '../../entity/sectionProjectView/sectionProjectViewSelectorTypes';
7
+ import { CashFlowReportViewCalculatedSectionID, CashFlowReportViewSectionID } from '../cashFlow/cashFlowPayload';
8
+ import { SectionIdsWithSubSectionIds } from '../cashFlow/cashFlowSelectorTypes';
9
+ import { CashFlowProjectViewUIState } from './cashFlowProjectViewState';
10
+ export interface CashFlowProjectViewReport extends SelectorReport {
11
+ calculatedSections: Record<CashFlowReportViewCalculatedSectionID, CalculatedSection>;
12
+ filter: COABalancesFilterProjectView;
13
+ idsInOrder: (CashFlowReportViewSectionID | CashFlowReportViewCalculatedSectionID)[];
14
+ projects: Project[];
15
+ projectsToFilterOut: ID[];
16
+ rootSectionsWithSubSectionIds: SectionIdsWithSubSectionIds;
17
+ sections: Record<CashFlowReportViewSectionID, SectionProjectViewReport> & Partial<Record<CashFlowReportViewCalculatedSectionID, SectionProjectViewReport>>;
18
+ uiState: CashFlowProjectViewUIState;
19
+ }
@@ -0,0 +1,2 @@
1
+ "use strict";
2
+ Object.defineProperty(exports, "__esModule", { value: true });
@@ -0,0 +1,22 @@
1
+ import { Currency } from '../../commonStateTypes/amount';
2
+ import { AccountViewMode, FetchStateAndError, ID } from '../../commonStateTypes/common';
3
+ import { Report } from '../../commonStateTypes/viewAndReport/viewAndReport';
4
+ export interface CashFlowProjectViewUIState {
5
+ accountViewMode: AccountViewMode;
6
+ nodeCollapseState: Record<ID, boolean>;
7
+ projectsToFilterOut: ID[];
8
+ scrollPosition: {
9
+ scrollTop: number;
10
+ scrollLeft?: number;
11
+ } | undefined;
12
+ }
13
+ export interface CashFlowProjectViewState extends Report {
14
+ fetchState: {
15
+ month: FetchStateAndError;
16
+ quarter: FetchStateAndError;
17
+ year: FetchStateAndError;
18
+ };
19
+ projectIds: ID[];
20
+ uiState: CashFlowProjectViewUIState;
21
+ currency?: Currency;
22
+ }
@@ -0,0 +1,2 @@
1
+ "use strict";
2
+ Object.defineProperty(exports, "__esModule", { value: true });
@@ -15,7 +15,7 @@ export declare const getCashInCashOut: (accountState: AccountState, accountGroup
15
15
  firstMonthOfFY: 1 | 2 | 3 | 4 | 5 | 11 | 6 | 7 | 8 | 9 | 10 | 12;
16
16
  dataAvailable: import("../../commonStateTypes/timeframeTick").TimeframeTick | undefined;
17
17
  availableNumberOfPeriods: number | undefined;
18
- reportId: "vendor" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "operating_expenses_by_projects" | "revenue" | "revenue_by_classes" | "revenue_by_projects" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "net_burn_or_income_by_projects" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "balance_sheet_by_classes" | "balance_sheet_by_projects" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts";
18
+ reportId: "vendor" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "operating_expenses_by_projects" | "revenue" | "revenue_by_classes" | "revenue_by_projects" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "net_burn_or_income_by_projects" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "balance_sheet_by_classes" | "balance_sheet_by_projects" | "cash_flow" | "cash_flow_by_classes" | "cash_flow_by_projects" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts";
19
19
  reportTitle: string;
20
20
  version: string | number | undefined;
21
21
  status: import("../..").Status | undefined;
@@ -12,7 +12,7 @@ export declare const getCashPosition: (accountState: AccountState, cashPositionS
12
12
  firstMonthOfFY: 1 | 2 | 3 | 4 | 5 | 11 | 6 | 7 | 8 | 9 | 10 | 12;
13
13
  dataAvailable: import("../../commonStateTypes/timeframeTick").TimeframeTick | undefined;
14
14
  availableNumberOfPeriods: number | undefined;
15
- reportId: "vendor" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "operating_expenses_by_projects" | "revenue" | "revenue_by_classes" | "revenue_by_projects" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "net_burn_or_income_by_projects" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "balance_sheet_by_classes" | "balance_sheet_by_projects" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts";
15
+ reportId: "vendor" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "operating_expenses_by_projects" | "revenue" | "revenue_by_classes" | "revenue_by_projects" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "net_burn_or_income_by_projects" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "balance_sheet_by_classes" | "balance_sheet_by_projects" | "cash_flow" | "cash_flow_by_classes" | "cash_flow_by_projects" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts";
16
16
  reportTitle: string;
17
17
  version: string | number | undefined;
18
18
  status: import("../..").Status | undefined;
@@ -1,12 +1,12 @@
1
1
  import { DashboardState } from './dashboardState';
2
2
  export declare const initialState: DashboardState;
3
- export declare const fetchDashboard: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[userId: string, companyId: string, tenantId: string, fetchFullReport?: any, cacheOverride?: any, excludeResources?: ("vendor" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "operating_expenses_by_projects" | "revenue" | "revenue_by_classes" | "revenue_by_projects" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "net_burn_or_income_by_projects" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "balance_sheet_by_classes" | "balance_sheet_by_projects" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts")[] | undefined], {
3
+ export declare const fetchDashboard: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[userId: string, companyId: string, tenantId: string, fetchFullReport?: any, cacheOverride?: any, excludeResources?: ("vendor" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "operating_expenses_by_projects" | "revenue" | "revenue_by_classes" | "revenue_by_projects" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "net_burn_or_income_by_projects" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "balance_sheet_by_classes" | "balance_sheet_by_projects" | "cash_flow" | "cash_flow_by_classes" | "cash_flow_by_projects" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts")[] | undefined], {
4
4
  userId: string;
5
5
  companyId: string;
6
6
  tenantId: string;
7
7
  fetchFullReport: any;
8
8
  cacheOverride: any;
9
- excludeResources: ("vendor" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "operating_expenses_by_projects" | "revenue" | "revenue_by_classes" | "revenue_by_projects" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "net_burn_or_income_by_projects" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "balance_sheet_by_classes" | "balance_sheet_by_projects" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts")[];
9
+ excludeResources: ("vendor" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "operating_expenses_by_projects" | "revenue" | "revenue_by_classes" | "revenue_by_projects" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "net_burn_or_income_by_projects" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "balance_sheet_by_classes" | "balance_sheet_by_projects" | "cash_flow" | "cash_flow_by_classes" | "cash_flow_by_projects" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts")[];
10
10
  }, "dashboard/fetchDashboard", never, never>;
11
11
  declare const _default: import("redux").Reducer<DashboardState>;
12
12
  export default _default;
@@ -12,18 +12,6 @@ const rootActions_1 = require("../../../../rootActions");
12
12
  const zeniDayJS_1 = require("../../../../zeniDayJS");
13
13
  const jeSchedulesPayload_1 = require("../../payload/jeSchedulesPayload");
14
14
  const jeSchedulesViewReducer_1 = require("../../reducers/jeSchedulesViewReducer");
15
- /**
16
- * How far back to look for accrued schedules, matching the Vendors page
17
- * (`getDefaultSelectedTimeframeForScheduleType`, 'accrued_expenses'), which queries the same
18
- * start_date filter through /1.0/schedules.
19
- */
20
- const ACCRUED_LOOKBACK_MONTHS = 24;
21
- /**
22
- * One-time accruals keep their own, narrower lookback. Unlike an accrued schedule they belong to
23
- * exactly one service month and never span months, so the reason the accrued window has to reach
24
- * back does not apply to them -- widening it would only add older history to the Existing tab.
25
- */
26
- const ONE_TIME_ACCRUAL_LOOKBACK_MONTHS = 12;
27
15
  const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(jeSchedulesViewReducer_1.fetchJeSchedules.match), (0, operators_1.mergeMap)((action) => {
28
16
  const state = state$.value;
29
17
  const { expenseAutomationViewState: { selectedPeriodByTenantId }, } = state;
@@ -45,21 +33,15 @@ const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, op
45
33
  const endDate = isClosePeriodTab || existingEndDate == null
46
34
  ? (0, timePeriod_2.toString)(period.end)
47
35
  : (0, timePeriod_2.toString)(existingEndDate);
48
- // Accrued rows are windowed on the schedule's own start_date -- its FIRST posting date --
49
- // rather than a transaction date, so the lower bound has to reach back past the start of
50
- // every accrual still running in this period, not just the ones that began in it. Review
51
- // used to send the close month itself, which returned only accruals whose first posting fell
52
- // in that month and hid every longer-running one.
53
- const parsedEndDate = (0, zeniDayJS_1.date)(endDate);
54
- const accruedStartDate = parsedEndDate
55
- .subtract(ACCRUED_LOOKBACK_MONTHS, 'month')
56
- .startOf('month')
57
- .format(timePeriod_1.DEFAULT_DATE_FORMAT);
58
- // Formatted as a service month, not a date: that is the only thing it is sent as.
59
- const oneTimeAccrualServiceMonthStart = parsedEndDate
60
- .subtract(ONE_TIME_ACCRUAL_LOOKBACK_MONTHS, 'month')
61
- .startOf('month')
62
- .format(jeSchedulesPayload_1.SERVICE_MONTH_FORMAT);
36
+ // Accrued rows are windowed on the schedule's own start_date rather than a transaction date,
37
+ // so they get their own bounds. Review wants the month being closed; Existing wants the year
38
+ // up to endDate, snapped to the 1st — the same window the server used to compute for itself.
39
+ const accruedStartDate = isClosePeriodTab
40
+ ? (0, timePeriod_2.toString)(period.start)
41
+ : (0, zeniDayJS_1.date)(endDate)
42
+ .subtract(1, 'year')
43
+ .startOf('month')
44
+ .format(timePeriod_1.DEFAULT_DATE_FORMAT);
63
45
  const queryParam = {
64
46
  base_transaction_end_date: endDate,
65
47
  end_date: endDate,
@@ -80,8 +62,8 @@ const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, op
80
62
  filter_failed_je_postings_by_date: true,
81
63
  }
82
64
  : {
83
- one_time_accrual_service_month_start: oneTimeAccrualServiceMonthStart,
84
- one_time_accrual_service_month_end: parsedEndDate.format(jeSchedulesPayload_1.SERVICE_MONTH_FORMAT),
65
+ one_time_accrual_service_month_start: (0, zeniDayJS_1.date)(accruedStartDate).format(jeSchedulesPayload_1.SERVICE_MONTH_FORMAT),
66
+ one_time_accrual_service_month_end: (0, zeniDayJS_1.date)(endDate).format(jeSchedulesPayload_1.SERVICE_MONTH_FORMAT),
85
67
  // Existing lists what actually reached the books.
86
68
  one_time_accrual_statuses: ['posted'],
87
69
  // A failed posting from an earlier month still needs to surface here, so this list
@@ -17,7 +17,7 @@ export declare const fetchFinanceStatement: import("@reduxjs/toolkit").ActionCre
17
17
  firstMonthOfFY: Month;
18
18
  maxNumOfPeriodsToHighlight: number;
19
19
  thisPeriod: TimeframeTick;
20
- }, "financeStatement/updateFinanceStatementThisPeriod">, updateCOABalancesRange: import("@reduxjs/toolkit").ActionCreatorWithPayload<COABalancesRange, "financeStatement/updateCOABalancesRange">, updateSelectedReportId: import("@reduxjs/toolkit").ActionCreatorWithPayload<"vendor" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "operating_expenses_by_projects" | "revenue" | "revenue_by_classes" | "revenue_by_projects" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "net_burn_or_income_by_projects" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "balance_sheet_by_classes" | "balance_sheet_by_projects" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts", "financeStatement/updateSelectedReportId">, updateFinanceStatementAdditionalBalancesSelection: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
20
+ }, "financeStatement/updateFinanceStatementThisPeriod">, updateCOABalancesRange: import("@reduxjs/toolkit").ActionCreatorWithPayload<COABalancesRange, "financeStatement/updateCOABalancesRange">, updateSelectedReportId: import("@reduxjs/toolkit").ActionCreatorWithPayload<"vendor" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "operating_expenses_by_projects" | "revenue" | "revenue_by_classes" | "revenue_by_projects" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "net_burn_or_income_by_projects" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "balance_sheet_by_classes" | "balance_sheet_by_projects" | "cash_flow" | "cash_flow_by_classes" | "cash_flow_by_projects" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts", "financeStatement/updateSelectedReportId">, updateFinanceStatementAdditionalBalancesSelection: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
21
21
  additionalBalances: COABalanceType[];
22
22
  coaBalances: COABalance[];
23
23
  firstMonthOfFY: Month;
@@ -9,6 +9,8 @@ import { BalanceSheetReport } from '../balanceSheet/balanceSheetSelectorTypes';
9
9
  import { BalanceSheetClassesViewReport } from '../balanceSheetClassesView/balanceSheetClassesViewSelectorTypes';
10
10
  import { BalanceSheetProjectViewReport } from '../balanceSheetProjectView/balanceSheetProjectViewSelectorTypes';
11
11
  import { CashFlowReport } from '../cashFlow/cashFlowSelectorTypes';
12
+ import { CashFlowClassesViewReport } from '../cashFlowClassesView/cashFlowClassesViewSelectorTypes';
13
+ import { CashFlowProjectViewReport } from '../cashFlowProjectView/cashFlowProjectViewSelectorTypes';
12
14
  import { ProfitAndLossReport } from '../profitAndLoss/profitAndLossSelector';
13
15
  import { ProfitAndLossByClassHorizontalReport } from '../profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelectorTypes';
14
16
  import { ProfitAndLossClassesViewReport } from '../profitAndLossClassesView/profitAndLossClassesViewSelectorTypes';
@@ -19,6 +21,8 @@ export interface FinanceStatementReport extends SelectorReport {
19
21
  balanceSheetByProjectReport: BalanceSheetProjectViewReport;
20
22
  balanceSheetReport: BalanceSheetReport;
21
23
  balancesInTimeframe: COABalance[];
24
+ cashFlowByClassReport: CashFlowClassesViewReport;
25
+ cashFlowByProjectReport: CashFlowProjectViewReport;
22
26
  cashFlowReport: CashFlowReport;
23
27
  displayOrder: COABalancesOrder;
24
28
  downloadState: FetchState;