@zeniai/client-epic-state 4.19.99-betaRD6 → 4.19.99-betaRD7

package/lib/entity/aiAccountantCustomer/aiAccountantCustomerPayload.js

@@ -7,7 +7,9 @@ const aiAccountantCustomerState_1 = require("./aiAccountantCustomerState");
 const toAiAccountantEnrollment = (payload) => ({
     status: (0, aiAccountantCustomerState_1.toAiAccountantEnrollmentStatus)(payload.status),
     accuracy: payload.accuracy,
-    latestTraining: payload.latest_training,
+    latestTraining: payload.latest_training != null
+        ? (0, zeniDayJS_1.date)(payload.latest_training)
+        : undefined,
     latestTransactionSync: payload.latest_transaction_sync != null
         ? (0, zeniDayJS_1.date)(payload.latest_transaction_sync)
         : undefined,

package/lib/entity/aiAccountantCustomer/aiAccountantCustomerReducer.js

@@ -13,10 +13,12 @@ const aiAccountantCustomer = (0, toolkit_1.createSlice)({
     initialState: exports.initialAiAccountantCustomerState,
     reducers: {
         updateAiAccountantCustomers(draft, action) {
+            const newCustomerByTenantId = {};
             action.payload.forEach((payload) => {
                 const customer = (0, aiAccountantCustomerPayload_1.toAiAccountantCustomer)(payload);
-                draft.customerByTenantId[customer.tenantId] = customer;
+                newCustomerByTenantId[customer.tenantId] = customer;
             });
+            draft.customerByTenantId = newCustomerByTenantId;
         },
         updateAiAccountantCustomer(draft, action) {
             const customer = (0, aiAccountantCustomerPayload_1.toAiAccountantCustomer)(action.payload);
@@ -27,10 +29,10 @@ const aiAccountantCustomer = (0, toolkit_1.createSlice)({
                 const mappedJobs = action.payload.jobs.map(aiAccountantCustomerPayload_1.toAiAccountantJob);
                 if (action.payload.append) {
                     const existing = draft.jobsByTenantId[action.payload.tenantId] ?? [];
-                    draft.jobsByTenantId[action.payload.tenantId] = [
-                        ...existing,
-                        ...mappedJobs,
-                    ];
+                    const jobMap = new Map(existing.map((job) => [job.jobId, job]));
+                    mappedJobs.forEach((job) => jobMap.set(job.jobId, job));
+                    draft.jobsByTenantId[action.payload.tenantId] =
+                        Array.from(jobMap.values());
                 }
                 else {
                     draft.jobsByTenantId[action.payload.tenantId] = mappedJobs;

package/lib/entity/aiAccountantCustomer/aiAccountantCustomerSelector.d.ts

@@ -6,7 +6,7 @@ import { AiAccountantCustomerState, AiAccountantEnrollmentStatus, AiAccountantJo
 export interface AiAccountantEnrollmentView {
     status: AiAccountantEnrollmentStatus;
     accuracy?: Record<string, number>;
-    latestTraining?: string;
+    latestTraining?: ZeniDate;
     latestTransactionSync?: ZeniDate;
     offboardedAt?: ZeniDate;
     offboardedBy?: User;

package/lib/entity/aiAccountantCustomer/aiAccountantCustomerState.d.ts

@@ -4,12 +4,12 @@ export declare const toAiAccountantOperationType: (v: string) => "onboard" | "of
 export type AiAccountantOperationType = ReturnType<typeof toAiAccountantOperationType>;
 export declare const toAiAccountantEnrollmentStatus: (v: string) => "onboarding" | "error" | "active" | "pending" | "offboarding" | "offboarded" | "failed";
 export type AiAccountantEnrollmentStatus = ReturnType<typeof toAiAccountantEnrollmentStatus>;
-export declare const toAiAccountantJobStatus: (v: string) => "failed" | "queued" | "running" | "completed" | "cancelled";
+export declare const toAiAccountantJobStatus: (v: string) => "failed" | "queued" | "running" | "completed" | "cancelled" | "retried";
 export type AiAccountantJobStatus = ReturnType<typeof toAiAccountantJobStatus>;
 export interface AiAccountantEnrollment {
     status: AiAccountantEnrollmentStatus;
     accuracy?: Record<string, number>;
-    latestTraining?: string;
+    latestTraining?: ZeniDate;
     latestTransactionSync?: ZeniDate;
     offboardedAt?: ZeniDate;
     offboardedBy?: ID;

package/lib/entity/aiAccountantCustomer/aiAccountantCustomerState.js

@@ -31,6 +31,7 @@ const ALL_JOB_STATUSES = [
     'completed',
     'failed',
     'cancelled',
+    'retried',
 ];
 const toAiAccountantJobStatus = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_JOB_STATUSES);
 exports.toAiAccountantJobStatus = toAiAccountantJobStatus;

package/lib/entity/jeSchedules/jeSchedulesPayload.d.ts

@@ -25,26 +25,28 @@ export interface JEScheduleAISummariesPayload {
     debit_accounting_class?: JEScheduleAISummaryFieldPayload;
     period?: JEScheduleAISummaryFieldPayload;
     posting_date?: JEScheduleAISummaryFieldPayload;
+    schedule_type?: JEScheduleAISummaryFieldPayload;
 }
 export interface JEScheduleRecommendationsPayload {
-    amortization_days?: number | null;
-    amortization_months_estimate?: number | null;
     credit_account_confidence?: number;
-    credit_account_id?: string | null;
-    credit_accounting_class_id?: string | null;
     credit_class_confidence?: number;
     debit_account_confidence?: number;
-    debit_account_id?: string | null;
-    debit_accounting_class_id?: string | null;
     debit_class_confidence?: number;
     end_date?: string | null;
+    je_credit_account_id?: string | null;
+    je_credit_accounting_class_id?: string | null;
+    je_debit_account_id?: string | null;
+    je_debit_accounting_class_id?: string | null;
     je_schedule_type?: string | null;
+    je_schedule_type_confidence?: number;
     period?: number | null;
     period_confidence?: number;
     posting_date?: string | null;
+    posting_date_confidence?: number;
     similar_transactions?: unknown[];
     start_date?: string | null;
     starting_month?: string | null;
+    starting_month_confidence?: number;
 }
 export interface JEScheduledTransactionPayload {
     balance: number | null;
@@ -69,6 +71,7 @@ export interface JEScheduledTransactionPayload {
     updated_by: UserPayload;
     vendor: VendorPayload;
     ai_summaries?: JEScheduleAISummariesPayload;
+    created_by?: UserPayload;
     end_date?: string | null;
     recommendations?: JEScheduleRecommendationsPayload;
     updated_at?: string | null;

package/lib/entity/jeSchedules/jeSchedulesPayload.js

@@ -146,7 +146,7 @@ function toJEScheduleOtherAttributes(payload) {
         assetId: payload.asset_id ?? undefined,
     };
 }
-function toJEScheduleAIRecommendations(payload) {
+function toJEScheduleAISummaries(payload) {
     if (payload == null) {
         return undefined;
     }
@@ -187,8 +187,40 @@ function toJEScheduleAIRecommendations(payload) {
             reasoning: payload.posting_date.reasoning,
         };
     }
+    if (payload.schedule_type != null) {
+        result.scheduleType = {
+            confidence: payload.schedule_type.confidence,
+            reasoning: payload.schedule_type.reasoning,
+        };
+    }
     return Object.keys(result).length > 0 ? result : undefined;
 }
+function toJEScheduleRecommendations(payload) {
+    if (payload == null) {
+        return undefined;
+    }
+    return {
+        creditAccountConfidence: payload.credit_account_confidence,
+        creditClassConfidence: payload.credit_class_confidence,
+        debitAccountConfidence: payload.debit_account_confidence,
+        debitClassConfidence: payload.debit_class_confidence,
+        endDate: payload.end_date ?? undefined,
+        jeCreditAccountId: payload.je_credit_account_id ?? undefined,
+        jeCreditAccountingClassId: payload.je_credit_accounting_class_id ?? undefined,
+        jeDebitAccountId: payload.je_debit_account_id ?? undefined,
+        jeDebitAccountingClassId: payload.je_debit_accounting_class_id ?? undefined,
+        jeScheduleType: payload.je_schedule_type ?? undefined,
+        jeScheduleTypeConfidence: payload.je_schedule_type_confidence,
+        period: payload.period ?? undefined,
+        periodConfidence: payload.period_confidence,
+        postingDate: payload.posting_date ?? undefined,
+        postingDateConfidence: payload.posting_date_confidence,
+        similarTransactions: payload.similar_transactions,
+        startDate: payload.start_date ?? undefined,
+        startingMonth: payload.starting_month ?? undefined,
+        startingMonthConfidence: payload.starting_month_confidence,
+    };
+}
 function toJEScheduledTransaction(payload) {
     return {
         jeScheduleId: payload.je_schedule_id ?? undefined,
@@ -233,7 +265,9 @@ function toJEScheduledTransaction(payload) {
             ? toJEScheduleOtherAttributes(payload.other_attributes)
             : {},
         scheduledJournalEntry: [],
-        aiRecommendations: toJEScheduleAIRecommendations(payload.ai_summaries),
+        aiSummaries: toJEScheduleAISummaries(payload.ai_summaries),
+        createdByUserID: payload.created_by?.user_id ?? undefined,
+        recommendations: toJEScheduleRecommendations(payload.recommendations),
     };
 }
 function toJEAccruedScheduledTransaction(payload) {

package/lib/entity/jeSchedules/jeSchedulesSelector.d.ts

@@ -9,7 +9,7 @@ import { ScheduleTransaction } from '../transaction/stateTypes/scheduleTransacti
 import { TransactionID } from '../transaction/stateTypes/transaction';
 import { User } from '../user/userState';
 import { Vendor } from '../vendor/vendorState';
-import { JEScheduleAIRecommendations, JEScheduleOtherAttributes, ScheduleJournalStatusCode, ScheduleStatus } from './jeSchedulesState';
+import { JEScheduleAISummaries, JEScheduleOtherAttributes, JEScheduleRecommendations, ScheduleJournalStatusCode, ScheduleStatus } from './jeSchedulesState';
 import { JEScheduleKey, JEScheduleTransactionKey, JournalEntryErrorCodeType, ScheduleTypes } from './jeSchedulesTypes';
 export interface ScheduledJournalEntry {
     error: JournalEntryErrorCodeType[];
@@ -59,14 +59,16 @@ export interface JEScheduledTransaction {
     scheduledJournalEntry: ScheduledJournalEntry[];
     status: ScheduleStatus;
     vendor: Vendor;
-    aiRecommendations?: JEScheduleAIRecommendations;
+    aiSummaries?: JEScheduleAISummaries;
     balanceAsOfToday?: Amount;
+    createdByUser?: User;
     dayOfPostingDate?: ScheduleDaysOfMonth;
     endDate?: ZeniDate;
     jeScheduleId?: ID;
     jeScheduleType?: ScheduleTypes;
     lastDayOfMonth?: boolean;
     period?: number;
+    recommendations?: JEScheduleRecommendations;
     startDate?: ZeniDate;
     updatedAt?: ZeniDate;
     updatedByUser?: User;

package/lib/entity/jeSchedules/jeSchedulesSelector.js

@@ -77,12 +77,13 @@ exports.getJEAccruedScheduleByJEScheduleKey = getJEAccruedScheduleByJEScheduleKe
 const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTransactionKey, state) => {
     const { jeSchedulesState, vendorState, accountState, userState, classState, transactionState, } = state;
     const jeScheduleTransactionState = (0, get_1.default)(jeSchedulesState.schedulesByTransactionKey, jeScheduleTransactionKey);
-    const { period, updatedByUserID: updatedBy, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, baseTransaction, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, otherAttributes, jeScheduleType, aiRecommendations, } = jeScheduleTransactionState;
+    const { period, updatedByUserID: updatedBy, createdByUserID: createdBy, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, baseTransaction, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, otherAttributes, jeScheduleType, aiSummaries, recommendations, } = jeScheduleTransactionState;
     const vendorDetails = (0, vendorSelector_1.getVendorByVendorId)(vendorState, vendorId);
     if (vendorDetails == null) {
         throw new Error(`Vendor with ${vendorId} doesn't exist`);
     }
     const userDetails = updatedBy != null ? (0, userSelector_1.getUserByUserId)(userState, updatedBy) : undefined;
+    const createdByUserDetails = createdBy != null ? (0, userSelector_1.getUserByUserId)(userState, createdBy) : undefined;
     const baseTransactionObject = (0, transactionSelector_1.getScheduleTransactionById)(transactionState, baseTransaction);
     if (baseTransactionObject == null) {
         throw Error('Base Schedule transaction cannot be null');
@@ -134,7 +135,9 @@ const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTransacti
             account: accountDebit,
         },
         scheduledJournalEntry,
-        aiRecommendations,
+        aiSummaries,
+        createdByUser: createdByUserDetails,
+        recommendations,
     };
 };
 exports.getJEScheduledTransactionByJEScheduleTransactionKey = getJEScheduledTransactionByJEScheduleTransactionKey;

package/lib/entity/jeSchedules/jeSchedulesState.d.ts

@@ -16,13 +16,35 @@ export interface JEScheduleFieldRecommendation {
     confidence: number;
     reasoning: string;
 }
-export interface JEScheduleAIRecommendations {
+export interface JEScheduleAISummaries {
     creditAccount?: JEScheduleFieldRecommendation;
     creditClass?: JEScheduleFieldRecommendation;
     debitAccount?: JEScheduleFieldRecommendation;
     debitClass?: JEScheduleFieldRecommendation;
     period?: JEScheduleFieldRecommendation;
     postingDate?: JEScheduleFieldRecommendation;
+    scheduleType?: JEScheduleFieldRecommendation;
+}
+export interface JEScheduleRecommendations {
+    creditAccountConfidence?: number;
+    creditClassConfidence?: number;
+    debitAccountConfidence?: number;
+    debitClassConfidence?: number;
+    endDate?: string;
+    jeCreditAccountId?: string;
+    jeCreditAccountingClassId?: string;
+    jeDebitAccountId?: string;
+    jeDebitAccountingClassId?: string;
+    jeScheduleType?: string;
+    jeScheduleTypeConfidence?: number;
+    period?: number;
+    periodConfidence?: number;
+    postingDate?: string;
+    postingDateConfidence?: number;
+    similarTransactions?: unknown[];
+    startDate?: string;
+    startingMonth?: string;
+    startingMonthConfidence?: number;
 }
 export interface JEScheduleOtherAttributes {
     assetId?: string;
@@ -68,14 +90,16 @@ export interface JEScheduledTransactionState {
     scheduledJournalEntry: ScheduledJournalEntryState[];
     status: ScheduleStatus;
     vendorId: ID;
-    aiRecommendations?: JEScheduleAIRecommendations;
+    aiSummaries?: JEScheduleAISummaries;
     balanceAsOfToday?: number;
+    createdByUserID?: ID;
     dayOfPostingDate?: ScheduleDaysOfMonth;
     endDate?: ZeniDate;
     jeScheduleId?: ID;
     jeScheduleType?: ScheduleTypes;
     lastDayOfMonth?: boolean;
     period?: number;
+    recommendations?: JEScheduleRecommendations;
     startDate?: ZeniDate;
     updatedAt?: ZeniDate;
     updatedByUserID?: ID;

package/lib/entity/transaction/payloadTypes/scheduleTransactionPayload.d.ts

@@ -2,12 +2,15 @@ import { AccountBasePayload } from '../../account/accountPayload';
 import { ClassBasePayload } from '../../class/classPayload';
 import { ScheduleTransaction } from '../stateTypes/scheduleTransaction';
 import { TransactionIDPayload } from './transactionIDPayload';
-export interface ScheduleTransactionPayload extends TransactionIDPayload, Omit<AccountBasePayload, 'qbo_id'>, Omit<ClassBasePayload, 'qbo_id' | 'labels'> {
+export interface ScheduleTransactionPayload extends TransactionIDPayload, Omit<AccountBasePayload, 'qbo_id' | 'labels'>, Omit<ClassBasePayload, 'qbo_id' | 'labels'> {
     line_id: string;
     third_party_transaction_id: string;
     total_amount: number;
     transaction_date: string;
     transaction_memo: string;
     transaction_type_name: string;
+    labels?: string[];
+    sync_token?: number;
+    transaction_description?: string | null;
 }
 export declare const toScheduleTransaction: (payload: ScheduleTransactionPayload, currency_code: string, currency_symbol: string) => ScheduleTransaction;

package/lib/entity/transaction/payloadTypes/scheduleTransactionPayload.js

@@ -32,6 +32,7 @@ const toScheduleTransaction = (payload, currency_code, currency_symbol) => {
             currencyCode: currency_code,
             currencySymbol: currency_symbol,
         },
+        description: payload.transaction_description ?? undefined,
     };
 };
 exports.toScheduleTransaction = toScheduleTransaction;

package/lib/entity/transaction/stateTypes/scheduleTransaction.d.ts

@@ -9,4 +9,5 @@ export interface ScheduleTransaction extends BaseTransaction {
     lineId: ID;
     thirdPartyTransactionId: ID;
     classBase?: ClassBase;
+    description?: string;
 }

package/lib/esm/entity/aiAccountantCustomer/aiAccountantCustomerPayload.js

@@ -4,7 +4,9 @@ import { toAiAccountantEnrollmentStatus, toAiAccountantJobStatus, toAiAccountant
 export const toAiAccountantEnrollment = (payload) => ({
     status: toAiAccountantEnrollmentStatus(payload.status),
     accuracy: payload.accuracy,
-    latestTraining: payload.latest_training,
+    latestTraining: payload.latest_training != null
+        ? date(payload.latest_training)
+        : undefined,
     latestTransactionSync: payload.latest_transaction_sync != null
         ? date(payload.latest_transaction_sync)
         : undefined,

package/lib/esm/entity/aiAccountantCustomer/aiAccountantCustomerReducer.js

@@ -9,10 +9,12 @@ const aiAccountantCustomer = createSlice({
     initialState: initialAiAccountantCustomerState,
     reducers: {
         updateAiAccountantCustomers(draft, action) {
+            const newCustomerByTenantId = {};
             action.payload.forEach((payload) => {
                 const customer = toAiAccountantCustomer(payload);
-                draft.customerByTenantId[customer.tenantId] = customer;
+                newCustomerByTenantId[customer.tenantId] = customer;
             });
+            draft.customerByTenantId = newCustomerByTenantId;
         },
         updateAiAccountantCustomer(draft, action) {
             const customer = toAiAccountantCustomer(action.payload);
@@ -23,10 +25,10 @@ const aiAccountantCustomer = createSlice({
                 const mappedJobs = action.payload.jobs.map(toAiAccountantJob);
                 if (action.payload.append) {
                     const existing = draft.jobsByTenantId[action.payload.tenantId] ?? [];
-                    draft.jobsByTenantId[action.payload.tenantId] = [
-                        ...existing,
-                        ...mappedJobs,
-                    ];
+                    const jobMap = new Map(existing.map((job) => [job.jobId, job]));
+                    mappedJobs.forEach((job) => jobMap.set(job.jobId, job));
+                    draft.jobsByTenantId[action.payload.tenantId] =
+                        Array.from(jobMap.values());
                 }
                 else {
                     draft.jobsByTenantId[action.payload.tenantId] = mappedJobs;

package/lib/esm/entity/aiAccountantCustomer/aiAccountantCustomerState.js

@@ -26,5 +26,6 @@ const ALL_JOB_STATUSES = [
     'completed',
     'failed',
     'cancelled',
+    'retried',
 ];
 export const toAiAccountantJobStatus = (v) => stringToUnion(v, ALL_JOB_STATUSES);

package/lib/esm/entity/jeSchedules/jeSchedulesPayload.js

@@ -136,7 +136,7 @@ function toJEScheduleOtherAttributes(payload) {
         assetId: payload.asset_id ?? undefined,
     };
 }
-function toJEScheduleAIRecommendations(payload) {
+function toJEScheduleAISummaries(payload) {
     if (payload == null) {
         return undefined;
     }
@@ -177,8 +177,40 @@ function toJEScheduleAIRecommendations(payload) {
             reasoning: payload.posting_date.reasoning,
         };
     }
+    if (payload.schedule_type != null) {
+        result.scheduleType = {
+            confidence: payload.schedule_type.confidence,
+            reasoning: payload.schedule_type.reasoning,
+        };
+    }
     return Object.keys(result).length > 0 ? result : undefined;
 }
+function toJEScheduleRecommendations(payload) {
+    if (payload == null) {
+        return undefined;
+    }
+    return {
+        creditAccountConfidence: payload.credit_account_confidence,
+        creditClassConfidence: payload.credit_class_confidence,
+        debitAccountConfidence: payload.debit_account_confidence,
+        debitClassConfidence: payload.debit_class_confidence,
+        endDate: payload.end_date ?? undefined,
+        jeCreditAccountId: payload.je_credit_account_id ?? undefined,
+        jeCreditAccountingClassId: payload.je_credit_accounting_class_id ?? undefined,
+        jeDebitAccountId: payload.je_debit_account_id ?? undefined,
+        jeDebitAccountingClassId: payload.je_debit_accounting_class_id ?? undefined,
+        jeScheduleType: payload.je_schedule_type ?? undefined,
+        jeScheduleTypeConfidence: payload.je_schedule_type_confidence,
+        period: payload.period ?? undefined,
+        periodConfidence: payload.period_confidence,
+        postingDate: payload.posting_date ?? undefined,
+        postingDateConfidence: payload.posting_date_confidence,
+        similarTransactions: payload.similar_transactions,
+        startDate: payload.start_date ?? undefined,
+        startingMonth: payload.starting_month ?? undefined,
+        startingMonthConfidence: payload.starting_month_confidence,
+    };
+}
 export function toJEScheduledTransaction(payload) {
     return {
         jeScheduleId: payload.je_schedule_id ?? undefined,
@@ -223,7 +255,9 @@ export function toJEScheduledTransaction(payload) {
             ? toJEScheduleOtherAttributes(payload.other_attributes)
             : {},
         scheduledJournalEntry: [],
-        aiRecommendations: toJEScheduleAIRecommendations(payload.ai_summaries),
+        aiSummaries: toJEScheduleAISummaries(payload.ai_summaries),
+        createdByUserID: payload.created_by?.user_id ?? undefined,
+        recommendations: toJEScheduleRecommendations(payload.recommendations),
     };
 }
 export function toJEAccruedScheduledTransaction(payload) {

package/lib/esm/entity/jeSchedules/jeSchedulesSelector.js

@@ -70,12 +70,13 @@ export const getJEAccruedScheduleByJEScheduleKey = (JEScheduleKey, state) => {
 export const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTransactionKey, state) => {
     const { jeSchedulesState, vendorState, accountState, userState, classState, transactionState, } = state;
     const jeScheduleTransactionState = recordGet(jeSchedulesState.schedulesByTransactionKey, jeScheduleTransactionKey);
-    const { period, updatedByUserID: updatedBy, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, baseTransaction, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, otherAttributes, jeScheduleType, aiRecommendations, } = jeScheduleTransactionState;
+    const { period, updatedByUserID: updatedBy, createdByUserID: createdBy, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, baseTransaction, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, otherAttributes, jeScheduleType, aiSummaries, recommendations, } = jeScheduleTransactionState;
     const vendorDetails = getVendorByVendorId(vendorState, vendorId);
     if (vendorDetails == null) {
         throw new Error(`Vendor with ${vendorId} doesn't exist`);
     }
     const userDetails = updatedBy != null ? getUserByUserId(userState, updatedBy) : undefined;
+    const createdByUserDetails = createdBy != null ? getUserByUserId(userState, createdBy) : undefined;
     const baseTransactionObject = getScheduleTransactionById(transactionState, baseTransaction);
     if (baseTransactionObject == null) {
         throw Error('Base Schedule transaction cannot be null');
@@ -127,6 +128,8 @@ export const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTr
             account: accountDebit,
         },
         scheduledJournalEntry,
-        aiRecommendations,
+        aiSummaries,
+        createdByUser: createdByUserDetails,
+        recommendations,
     };
 };

package/lib/esm/entity/transaction/payloadTypes/scheduleTransactionPayload.js

@@ -29,5 +29,6 @@ export const toScheduleTransaction = (payload, currency_code, currency_symbol) =
             currencyCode: currency_code,
             currencySymbol: currency_symbol,
         },
+        description: payload.transaction_description ?? undefined,
     };
 };

package/lib/esm/view/aiAccountantView/aiAccountantViewReducer.js

@@ -21,7 +21,7 @@ const aiAccountantView = createSlice({
             draft.customersFetchStatus = { fetchState: 'In-Progress' };
         },
         updateAiAccountantCustomers(draft, action) {
-            draft.customersByTenantId = toCustomersByTenantId(action.payload);
+            draft.customersByTenantId = toCustomersByTenantId(action.payload, draft.customersByTenantId);
             draft.customersFetchStatus = { fetchState: 'Completed' };
         },
         updateAiAccountantCustomersFailure(draft, action) {
@@ -133,14 +133,16 @@ const aiAccountantView = createSlice({
 export const { cancelAiAccountantOnboarding, cancelAiAccountantOnboardingFailure, cancelAiAccountantOnboardingSuccess, clearAiAccountantView, fetchAiAccountantCustomers, fetchAiAccountantJobs, setSelectedTenantIdsForJobTrigger, triggerAiAccountantJob, triggerAiAccountantJobFailure, triggerAiAccountantJobSuccess, updateAiAccountantCustomers, updateAiAccountantCustomersFailure, updateAiAccountantJobs, updateAiAccountantJobsFailure, updateAiAccountantUIState, } = aiAccountantView.actions;
 export default aiAccountantView.reducer;
 // ── Helpers ──
-const toCustomersByTenantId = (customers) => {
+const toCustomersByTenantId = (customers, existing) => {
     const result = {};
     for (const payload of customers) {
-        result[payload.tenant_id] = {
+        const tenantId = payload.tenant_id;
+        const existingState = existing[tenantId];
+        result[tenantId] = existingState ?? {
             cancelOnboardingStatus: { fetchState: 'Not-Started' },
             jobsFetchStatus: { fetchState: 'Not-Started' },
             jobsPageToken: null,
-            tenantId: payload.tenant_id,
+            tenantId,
         };
     }
     return result;

package/lib/esm/view/aiAccountantView/aiAccountantViewSelector.js

@@ -48,11 +48,11 @@ const getSortedCustomers = (customers, sortKey, sortOrder) => {
             case 'status':
                 return (customer.enrollment?.status ?? 'unknown').toLowerCase();
             case 'bookcloseDate':
-                return customer.bookcloseDate ?? '';
+                return customer.bookcloseDate?.valueOf() ?? 0;
             case 'latestTraining':
-                return customer.enrollment?.latestTraining ?? '';
+                return customer.enrollment?.latestTraining?.valueOf() ?? 0;
             case 'latestSync':
-                return customer.enrollment?.latestTransactionSync ?? '';
+                return customer.enrollment?.latestTransactionSync?.valueOf() ?? 0;
             case 'accuracy':
                 return customer.averageAccuracy;
             default:

package/lib/esm/view/expenseAutomationView/expenseAutomationViewSelector.js

@@ -91,7 +91,6 @@ export function getExpenseAutomationView(state) {
     const fetchStateVariables = [
         expenseAutomationMissingReceiptsViewState,
         expenseAutomationJESchedulesViewState,
-        monthEndCloseChecksView,
         expenseAutomationTransactionsView,
         expenseAutomationReconciliationViewState,
     ];

package/lib/esm/view/expenseAutomationView/selectors/fluxAnalysisViewSelector.js

@@ -1,3 +1,4 @@
+import { reduceAnyFetchState } from '../../../commonStateTypes/reduceFetchState';
 import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { getAccountBase } from '../../../entity/account/accountSelector';
 import { getClassById } from '../../../entity/class/classSelector';
@@ -6,7 +7,7 @@ import { getUserByUserId } from '../../../entity/user/userSelector';
 import { getVendorByVendorId } from '../../../entity/vendor/vendorSelector';
 import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
 export function getExpenseAutomationFluxAnalysisView(state) {
-    const { expenseAutomationFluxAnalysisViewState, monthEndCloseChecksState } = state;
+    const { expenseAutomationFluxAnalysisViewState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
     const { fetchState, error, refreshStatus, uiState, reviewOperatingExpenseIdsByPeriod, selectedSectionIdsByPeriod, groupsBySelectedPeriod, fluxAnalysisEntities, bulkReviewStatus, currency, totalBalancesAndVariance, } = expenseAutomationFluxAnalysisViewState;
     const fetchStateAndError = {
         fetchState,
@@ -91,10 +92,17 @@ export function getExpenseAutomationFluxAnalysisView(state) {
         },
     };
     const completionStatus = fluxCompletionStatus != null ? fluxCompletionStatus : 'incomplete';
+    const monthEndFetchState = monthYearPeriodId != null
+        ? (monthEndCloseChecksViewState.monthEndCloseChecksViewByTenantId[currentTenant.tenantId]?.[monthYearPeriodId] ?? { fetchState: 'Not-Started', error: undefined })
+        : { fetchState: 'Not-Started', error: undefined };
+    const reducedFetchStatus = reduceAnyFetchState([
+        fetchStateAndError,
+        monthEndFetchState,
+    ]);
     return {
         sections,
         totalBalancesAndVariance,
-        fetchStatus: fetchStateAndError,
+        fetchStatus: reducedFetchStatus,
         bulkReviewStatus,
         reviewOperatingExpensesIds,
         selectedSectionIds,

package/lib/esm/view/expenseAutomationView/selectors/jeSchedulesViewSelector.js

@@ -1,5 +1,6 @@
 import omit from 'lodash/omit';
 import orderBy from 'lodash/orderBy';
+import { reduceAnyFetchState } from '../../../commonStateTypes/reduceFetchState';
 import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { getAccountIdsForTypes } from '../../../entity/account/accountSelector';
 import { getJEScheduledTransactionByJEScheduleTransactionKey, } from '../../../entity/jeSchedules/jeSchedulesSelector';
@@ -19,6 +20,8 @@ function getJEScheduleSortAccessor(sortKey) {
             return (s) => s.jeDebit.account?.accountName?.toLowerCase();
         case 'class':
             return (s) => s.jeDebit.accountingClass?.className?.toLowerCase();
+        case 'depCategory':
+            return (s) => s.jeCredit.account?.accountName?.toLowerCase();
         case 'scheduleCategory':
             return (s) => s.jeScheduleType;
         case 'startMonth':
@@ -50,7 +53,7 @@ function sortJEScheduledTransactions(transactions, sortKey, sortOrder) {
 export function getExpenseAutomationJESchedulesView(state) {
     const jeScheduledTransaction = [];
     const failedJeScheduledTransaction = [];
-    const { accountState, accountListState, classState, classListState, expenseAutomationJESchedulesViewState, expenseAutomationViewState, monthEndCloseChecksState, } = state;
+    const { accountState, accountListState, classState, classListState, expenseAutomationJESchedulesViewState, expenseAutomationViewState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
     const { jeScheduleTransactionKeysByPeriod, failedJeScheduleTransactionKeysByPeriod, jeScheduleLocalDataById, postStatusById, ignoreStatusById, uiState, error, fetchState, refreshStatus, } = expenseAutomationJESchedulesViewState;
     const accountSettingsView = getJEAccountSettingsView(state);
     const currentTenant = getCurrentTenant(state);
@@ -116,6 +119,13 @@ export function getExpenseAutomationJESchedulesView(state) {
         : [];
     const jeCompletionStatus = allSteps.find((step) => step.step === 'je_schedules')?.completionStatus;
     const completionStatus = jeCompletionStatus != null ? jeCompletionStatus : 'incomplete';
+    const monthEndFetchState = monthYearPeriodId != null
+        ? (monthEndCloseChecksViewState.monthEndCloseChecksViewByTenantId[currentTenant.tenantId]?.[monthYearPeriodId] ?? { fetchState: 'Not-Started', error: undefined })
+        : { fetchState: 'Not-Started', error: undefined };
+    const reducedFetchStatus = reduceAnyFetchState([
+        { fetchState, error },
+        monthEndFetchState,
+    ]);
     return {
         uncategorizedAccounts,
         allDepreciationAccountList: filteredDepAccounts,
@@ -131,10 +141,10 @@ export function getExpenseAutomationJESchedulesView(state) {
         accountSettingsView,
         postStatusById: postStatusById,
         ignoreStatusById: ignoreStatusById,
-        fetchState: fetchState,
+        fetchState: reducedFetchStatus.fetchState,
         jeScheduleLocalDataById: jeScheduleLocalDataById,
         uiState: uiState,
-        error: error,
+        error: reducedFetchStatus.error,
         refreshStatus,
         completionStatus,
     };