@zeniai/client-epic-state 5.2.30 → 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/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,

package/lib/index.d.ts

@@ -42,7 +42,7 @@ import { stringToUnion, stringToUnionStrict } from './commonStateTypes/stringToU
 import { AbsoluteDay, Day, Month, MonthYearPeriod, Quarter, SCHEDULE_DAYS_OF_MONTH, ScheduleDaysOfMonth, TimePeriod, convertToPeriod, toAbsoluteDay, toMonth, toMonthStrict, toMonthYearPeriodId, toQuarter, toQuarterStrict, toScheduleDaysOfMonth } from './commonStateTypes/timePeriod';
 import { TimeframeTick, TimeframeTickWithMetaData, mapTimePeriodtoTimeframeTick, toTimePeriod, toTimeframeTick } from './commonStateTypes/timeframeTick';
 import { AgingDateSelectionType, AgingDetailReportInvoice, AgingDetailReportUIState, AgingReportId, AgingReportInvoice, AgingReportSortKey, AgingReportUIState } from './commonStateTypes/viewAndReport/agingReportStateTypes';
-import { isAgingReport, isBalanceSheetClassesViewReport, isBalanceSheetProjectViewReport, isBalanceSheetReport, isCashFlowOrBalanceSheetReport, isDashboardClassesViewReport, isDashboardProjectViewReport, isDashboardReport, isFluxAnalysisOpExReport, isGroupedBalanceSheetReport, isOpExByVendorReport, isPAndLClassesViewReport, isPAndLProjectViewReport, isPAndLReport } from './commonStateTypes/viewAndReport/reportIDHelper';
+import { isAgingReport, isBalanceSheetClassesViewReport, isBalanceSheetProjectViewReport, isBalanceSheetReport, isCashFlowClassesViewReport, isCashFlowOrBalanceSheetReport, isCashFlowProjectViewReport, isCashFlowReport, isDashboardClassesViewReport, isDashboardProjectViewReport, isDashboardReport, isFluxAnalysisOpExReport, isGroupedBalanceSheetReport, isGroupedCashFlowReport, isOpExByVendorReport, isPAndLClassesViewReport, isPAndLProjectViewReport, isPAndLReport } from './commonStateTypes/viewAndReport/reportIDHelper';
 import { PageToken, Report, ReportFormat, ReportID, ReportIDPlusForecastID, SelectorReport, SelectorView, View, toReportFormatStrict, toReportID } from './commonStateTypes/viewAndReport/viewAndReport';
 import { PAYMENT_BUSINESS_DAYS, filterDays, getNextNthWorkingDay, getNextTransferDate, getPreviousNthWorkingDay, getYearsList, holidaysFormatted, isHoliday, isHolidayToday } from './commonStateTypes/workingDayHelper';
 import { AccountFilterOption, AccountReport, AccountWithBalanceReport, getAllAccounts, getTransactionFilterAccountOptions } from './entity/account/accountSelector';
@@ -239,6 +239,14 @@ import { CashFlowReportViewCalculatedSectionID, CashFlowReportViewID, CashFlowRe
 import { fetchCashFlow, fetchCashFlowForTimeframe, resetCashFlowNodeCollapseState, updateCashFlowUIState } from './view/cashFlow/cashFlowReducer';
 import { getCashFlow, getCashFlowReportFetchState } from './view/cashFlow/cashFlowSelector';
 import { CashFlowReport, CashFlowReportViewRootSectionID, SectionIdsWithSubSectionIds as CashFlowSectionIdsWithSubSectionIds, typeOfCashFlowRootSection } from './view/cashFlow/cashFlowSelectorTypes';
+import { fetchCashFlowClassesView, fetchCashFlowForTimeframeClassesView, resetCashFlowClassesNodeCollapseState, updateCashFlowClassesToFilterOut, updateCashFlowClassesViewAccountViewMode, updateCashFlowClassesViewUIState } from './view/cashFlowClassesView/cashFlowClassesViewReducer';
+import { getCashFlowClassesView } from './view/cashFlowClassesView/cashFlowClassesViewSelector';
+import { CashFlowClassesViewReport } from './view/cashFlowClassesView/cashFlowClassesViewSelectorTypes';
+import { CashFlowClassesViewUIState } from './view/cashFlowClassesView/cashFlowClassesViewState';
+import { fetchCashFlowForTimeframeProjectView, fetchCashFlowProjectView, resetCashFlowProjectNodeCollapseState, updateCashFlowProjectViewAccountViewMode, updateCashFlowProjectViewUIState, updateCashFlowProjectsToFilterOut } from './view/cashFlowProjectView/cashFlowProjectViewReducer';
+import { getCashFlowProjectView } from './view/cashFlowProjectView/cashFlowProjectViewSelector';
+import { CashFlowProjectViewReport } from './view/cashFlowProjectView/cashFlowProjectViewSelectorTypes';
+import { CashFlowProjectViewUIState } from './view/cashFlowProjectView/cashFlowProjectViewState';
 import { fetchCashInCashOut, updateCashInCashOutCOABalancesRange, updateCashInCashOutDownloadState, updateCashInCashOutUIState } from './view/cashInCashOut/cashInCashOutReducer';
 import { getCashInCashOut, getCashInCashOutForHighlightedRange, getCashInCashOutForSelectedRange, getCashInCashOutUIState } from './view/cashInCashOut/cashInCashOutSelector';
 import { CashInCashOutCalculatedSectionID, CashInCashOutReport, CashInCashOutSectionID, CashInCashOutUIStateSelectorView } from './view/cashInCashOut/cashInCashOutSelectorTypes';
@@ -706,7 +714,7 @@ export default initialize;
 export { initializePusher, disconnectPusher, Dayjs, ZeniDate, dateInLocal as zeniDateInLocal, date as zeniDate, dateLocal, dateNow, getBusinessDayOfDate, formatZeniDateFY as formatZeniDate, getFYMonths, getFYQuarterAndYear, getStartOfAndEndOfTimeframeForFY, getActualPeriodOfFYQtr, getActualPeriodOfFY, getLocalTimezone, addPeriod, subtractPeriod, setLocalTimezone, updateZeniDateLocaleID, ZeniUrl, toZeniUrl, toZeniUrlWithoutBaseURL, RESTAPIEndpoints, RootState, updateZeniAPIClientConfig, zeniAPIClientConfig, injectFeatureEpics, injectFeatureModules, initializeWithNewStore, ZeniStore, ZeniAPIStatus, getTimeframeTickTag, TimeFrameTickTag, isIncompleteMonthPresentInTimeframeTick, getLastMonthOfFYQuarter, getLastMonthOfFYYear, getMonthIndex, dateFromYearMonthDate, getMinDate, ExternalAPIEndpoints, };
 export { ID, FetchState, FetchStateAndError, FetchedState, UpdateType, Mode, AccountViewMode, CompletionStatusType, };
 export { Amount, toAmount, Currency };
-export { View, SelectorView, Report, ReportID, toReportID, ReportIDPlusForecastID, SelectorReport, ReportFormat, toReportFormatStrict, isCashFlowOrBalanceSheetReport, isBalanceSheetReport, isBalanceSheetClassesViewReport, isBalanceSheetProjectViewReport, isGroupedBalanceSheetReport, isDashboardReport, isDashboardClassesViewReport, isDashboardProjectViewReport, isPAndLReport, isPAndLClassesViewReport, isPAndLProjectViewReport, isAgingReport, isOpExByVendorReport, isFluxAnalysisOpExReport, PageToken, };
+export { View, SelectorView, Report, ReportID, toReportID, ReportIDPlusForecastID, SelectorReport, ReportFormat, toReportFormatStrict, isCashFlowOrBalanceSheetReport, isBalanceSheetReport, isBalanceSheetClassesViewReport, isBalanceSheetProjectViewReport, isCashFlowClassesViewReport, isCashFlowProjectViewReport, isCashFlowReport, isGroupedCashFlowReport, isGroupedBalanceSheetReport, isDashboardReport, isDashboardClassesViewReport, isDashboardProjectViewReport, isPAndLReport, isPAndLClassesViewReport, isPAndLProjectViewReport, isAgingReport, isOpExByVendorReport, isFluxAnalysisOpExReport, PageToken, };
 export { NestedClassIDHierarchy, NestedClassID, NestedClassHierarchyForReport };
 export { NestedAccountHierarchyForReport, NestedAccountID, NestedAccountIDHierarchy, };
 export { NestedCustomerID, NestedCustomerHierarchy };
@@ -777,7 +785,7 @@ export { fetchAllPeopleRequiredViews, fetchPeoplePage, fetchPeople, deletePerson
 export { REMINDER_NOTIFICATION_TYPES, NOTIFICATION_MODES, clearSettingsView, fetchMyProfileView, fetchMyProfile, fetchBankConnectionsView, fetchBillingAccountsView, fetchCompanyBillingAddress, saveCompanyBillingAddress, fetchNotificationSettings, saveNotificationSettings, updateNotificationSettingsLocalData, fetchNotificationSettingsView, resetNotificationSettingsLocalData, resetNotificationSettingsUpdateStatus, refreshQBOData, updateSettingsViewUIState, isMonthEndNotificationsSectionVisibleOnSettingsPage, getNotificationSettingsView, getNotificationSettings, getBillingAccountsViewDetails, getMyProfileView, getMyBankConnectionsDetails, isAccountingTabVisible, isApprovalRulesTabVisible, isBankConnectionsTabVisible, isBillingTabVisible, isBusinessVerificationTabVisible, isCompanyDetailsTabVisible, isIntegrationsTabVisible, isSettingsVisible, isMyBankConnectionsTabVisible, isNotificationsTabVisible, isPerformanceTabVisible, isRemindersSectionVisibleOnSettingsPage, MyProfileSelectorView, MyBankConnectionsView, BillingView, MyProfile, SettingsViewState, SettingsViewUIState, NotificationSettings, NotificationSettingsLocalData, ReminderNotificationSettingsLocalData, NotificationSettingsSelectorView, ReminderNotificationSettingsData, MonthEndInsightsNotificationSettingsData, MonthEndInsightsNotificationSettingsLocalData, ReminderTypeKey, NotificationModeKey, FrequencyTypeKey, RemindersLocalData, IntegrationsSettings, ProductWisePrimaryAccount, OtherPaymentAccountWithSetup, updateMyProfile, updateMyProfileLocalData, MyProfileSettingsLocalData, initializeMyProfileLocalData, };
 export { PeopleViewSortKey };
 export { fetchBalanceSheet, BalanceSheetReport, getBalanceSheet, getBalanceSheetFetchState, getBalanceSheetForFullDataAvailableRange, BalanceSheetState, BalanceSheetUIState, resetBalanceSheetNodeCollapseState, updateBalanceSheetUIState, BalanceSheetReportViewID, BalanceSheetSectionIdsWithSubSectionIds, BalanceSheetReportViewCalculatedSectionID, BalanceSheetReportViewSectionID, BalanceSheetReportViewRootSectionID, typeOfBalanceSheetRootSection, isBalanceSheetReportViewSectionID, isBalanceSheetReportViewCalculatedSectionID, fetchBalanceSheetForTimeframe, };
-export { fetchBalanceSheetClassesView, fetchBalanceSheetForTimeframeClassesView, resetBalanceSheetClassesNodeCollapseState, updateBalanceSheetClassesToFilterOut, updateBalanceSheetClassesViewAccountViewMode, updateBalanceSheetClassesViewUIState, getBalanceSheetClassesView, BalanceSheetClassesViewReport, BalanceSheetClassesViewUIState, };
+export { CashFlowClassesViewReport, CashFlowClassesViewUIState, CashFlowProjectViewReport, CashFlowProjectViewUIState, fetchCashFlowClassesView, fetchCashFlowForTimeframeClassesView, fetchCashFlowForTimeframeProjectView, fetchCashFlowProjectView, getCashFlowClassesView, getCashFlowProjectView, resetCashFlowClassesNodeCollapseState, resetCashFlowProjectNodeCollapseState, updateCashFlowClassesToFilterOut, updateCashFlowClassesViewAccountViewMode, updateCashFlowClassesViewUIState, updateCashFlowProjectViewAccountViewMode, updateCashFlowProjectViewUIState, updateCashFlowProjectsToFilterOut, fetchBalanceSheetClassesView, fetchBalanceSheetForTimeframeClassesView, resetBalanceSheetClassesNodeCollapseState, updateBalanceSheetClassesToFilterOut, updateBalanceSheetClassesViewAccountViewMode, updateBalanceSheetClassesViewUIState, getBalanceSheetClassesView, BalanceSheetClassesViewReport, BalanceSheetClassesViewUIState, };
 export { fetchBalanceSheetForTimeframeProjectView, fetchBalanceSheetProjectView, resetBalanceSheetProjectNodeCollapseState, updateBalanceSheetProjectViewAccountViewMode, updateBalanceSheetProjectViewUIState, updateBalanceSheetProjectsToFilterOut, getBalanceSheetProjectView, BalanceSheetProjectViewReport, BalanceSheetProjectViewUIState, };
 export { fetchCashFlow, CashFlowReport, getCashFlow, getCashFlowReportFetchState, CashFlowReportViewCalculatedSectionID, resetCashFlowNodeCollapseState, updateCashFlowUIState, CashFlowReportViewRootSectionID, CashFlowSectionIdsWithSubSectionIds, typeOfCashFlowRootSection, CashFlowReportViewID, isCashFlowReportViewCalculatedSectionID, isCashFlowReportViewSectionID, isCashFlowReportViewCalculatedSectionType1ID, CashFlowReportViewSectionID, fetchCashFlowForTimeframe, };
 export { FinanceStatementReport, getFinanceStatement, getReportsResyncView, fetchFinanceStatement, updateCOABalancesRange, updateSelectedReportId, updateDownloadState, updateFinanceStatementAdditionalBalancesSelection, updateFinanceStatementDisplayOrder, updateFinanceStatementFormat, };