@zeniai/client-epic-state 5.1.61-betaDI0 → 5.1.62-betaRD1

package/lib/esm/index.js

@@ -152,7 +152,7 @@ import { fetchCompanyMonthEndReportHistoricData, fetchCompanyMonthEndReportHisto
 import { getCompanyMonthEndReportHistoricData, getCompanyMonthEndReportSelectorView, } from './view/companyMonthEndReportView/companyMonthEndReportViewSelector';
 import { fetchCockpitContext, fetchCompanyTaskManagerView, fetchTaskManagerMetrics, updateCompanyTaskManagerViewFilters, } from './view/companyTaskManagerView/companyTaskManagerViewReducer';
 import { getCompanyTaskManagerView, } from './view/companyTaskManagerView/companyTaskManagerViewSelector';
-import { clearCompanyView, companyManagementSaveUpdates, companyPassportClearDataInLocalStore, companyPassportSaveDataInLocalStore, deleteCompanyOfficerInLocalStore, dismissCapitalizationOnboarding, fetchAllCockpitViews, fetchCompanyManagementView, fetchCompanyPassportView, fetchCompanyPortfolioView, fetchManagementView, fetchOnboardingView, fetchParentSubsidiaryManagementView, fetchPortfolioView, fetchSubscriptionView, fetchZeniUsers, saveCompanyPassportDetails, saveIndustryAndIncDateInCompanyPassportLocalStore, updateAccountingClassesEnabled, updateCapitalizationAccountThreshold, updateCompanyDownloadState, updateCompanyManagementUIState, updateCompanyPassportLocalStoreData, updateCompanyPortfolioUIState, } from './view/companyView/companyViewReducer';
+import { clearCompanyView, companyManagementSaveUpdates, companyPassportClearDataInLocalStore, companyPassportSaveDataInLocalStore, deleteCompanyOfficerInLocalStore, dismissCapitalizationOnboarding, fetchAllCockpitViews, fetchCompanyManagementView, fetchCompanyPassportView, fetchCompanyPortfolioView, fetchManagementView, fetchOnboardingView, fetchParentSubsidiaryManagementView, fetchPortfolioView, fetchSubscriptionView, fetchZeniUsers, saveCompanyPassportDetails, saveIndustryAndIncDateInCompanyPassportLocalStore, updateAccountingClassesEnabled, enableAccountingProjects, resumeEnableAccountingProjects, disableAccountingProjects, clearQboProjectsReconnectRequest, updateCapitalizationAccountThreshold, updateCompanyDownloadState, updateCompanyManagementUIState, updateCompanyPassportLocalStoreData, updateCompanyPortfolioUIState, } from './view/companyView/companyViewReducer';
 import { canSendMonthEndEmailReport, shouldEnableCalendarPickerForLastReportSent, } from './view/companyView/helpers/cockpitHelpers';
 import { getParentSubsidiaryManagementView } from './view/companyView/parentSubsidiaryView/parentSubsidiaryViewSelector';
 import { getAddonListZeniSku, getCompanyManagementView, getPlanListZeniSku, } from './view/companyView/selector/companyManagementViewSelector';
@@ -170,19 +170,21 @@ import uploadAccountStatementIntoDocumentAI from './view/expenseAutomationView/e
 import { fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedPeriod, updateCurrentSelectedView, } from './view/expenseAutomationView/expenseAutomationViewReducer';
 import { getExpenseAutomationView } from './view/expenseAutomationView/expenseAutomationViewSelector';
 import { toExpenseAutomationViewType, } from './view/expenseAutomationView/expenseAutomationViewState';
+import { computeNewScheduleJeDetails } from './view/expenseAutomationView/helpers/newScheduleLocalDataHelper';
 import { isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardCreditType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, } from './view/expenseAutomationView/helpers/reconciliationHelpers';
 import { MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, } from './view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper';
 import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFluxAnalysisView, updateFluxAnalysisViewPageMetaData, updateFluxAnalysisViewUIState, updateOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview, } from './view/expenseAutomationView/reducers/fluxAnalysisViewReducer';
-import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryJeSchedule as retryExpenseAutomationJESchedule, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, updateJESchedulesUIState as updateExpenseAutomationJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
+import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, clearSearchTransactionsForNewSchedule as clearJeSearchTransactionsForNewSchedule, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeNewSchedule as initializeJeNewSchedule, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, resetNewScheduleLocalData as resetJeNewScheduleLocalData, retryJeSchedule as retryExpenseAutomationJESchedule, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, saveNewSchedule as saveJeNewSchedule, saveNewScheduleFailure as saveJeNewScheduleFailure, saveNewScheduleSuccess as saveJeNewScheduleSuccess, searchTransactionsForNewSchedule as searchJeTransactionsForNewSchedule, searchTransactionsForNewScheduleFailure as searchJeTransactionsForNewScheduleFailure, searchTransactionsForNewScheduleSuccess as searchJeTransactionsForNewScheduleSuccess, toggleJECreatedGroupCollapsed, toggleJEPendingGroupCollapsed, updateJESchedulesUIState as updateExpenseAutomationJESchedulesUIState, updateJEScheduleTypeFilter, updateNewScheduleLocalData as updateJeNewScheduleLocalData, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
 import { acknowledgeBulkUploadConfirmMatchComplete, bulkUploadAutomatchingTimedOut, bulkUploadReceipts, bulkUploadReceiptsFailure, bulkUploadReceiptsSuccess, clearBulkUpload, clearBulkUploadBatchDetailsForScopeChange, clearManualSearchResults, clearMissingReceiptsTabNavigation, confirmBulkUploadMatch, confirmBulkUploadMatchFailure, confirmBulkUploadMatchSuccess, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsFailure, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, fetchBulkUploadBatchesFailure, fetchBulkUploadBatchesSuccess, fetchCompletedTransactions, fetchCompletedTransactionsFailure, fetchCompletedTransactionsSuccess, fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, markBatchDetailRefreshAttempted, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, pusherBatchStatusUpdate, refreshBatchDetailsForBatchId, requestMissingReceiptsTabNavigation, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, searchTransactionsForManualMatch, searchTransactionsForManualMatchFailure, searchTransactionsForManualMatchSuccess, setBulkUploadCompletedSubTab, setBulkUploadResultsTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, storeBatchDetails, updateBulkUploadProgress, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess, } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
 import { clearStatementDateConflict, deleteAccountStatement, excludeAccountFromReconciliation, fetchReconciliation as fetchReconciliationView, includeAccountInReconciliation, parseStatement, parseStatementFailure, parseStatementSuccess, reparseStatement, reparseStatementFailure, reparseStatementSuccess, resetReparseStatementStatus, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, setStatementProcessingDismissedToBackground, submitStatementUpdate, updateAccountReconciliationLocalData as updateExpenseAutomationAccountReconciliationLocalData, updateSelectedAccountId as updateExpenseAutomationAccountReconciliationSelectedAccountId, updateSelectedTab as updateExpenseAutomationAccountReconciliationSelectedTab, updateReconListScrollPosition as updateExpenseAutomationReconListScrollPosition, updateReviewTabSortState as updateExpenseAutomationReconReviewTabListSortState, updateReviewTabLocalData as updateExpenseAutomationReconReviewTabLocalData, updateReconcileTabListScrollState as updateExpenseAutomationReconcileTabListScrollState, updateReconcileTabListSortState as updateExpenseAutomationReconcileTabListSortState, updateReconcileTabLocalData as updateExpenseAutomationReconcileTabLocalData, updateSelectedDrawerAccountId as updateExpenseAutomationSelectedDrawerAccountId, updateNodeCollapseState, updateParsedStatementData, updateStatementProcessingBackgroundCompletedSteps, updateStatementProcessingFailed, updateStatementUpdateLocalData, updateStatementUploadChosen, uploadAccountStatement, } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
 import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markCategoryClassRecommendationsFailureForCategorization, markTransactionAsNotMiscategorized, removeTransactionFromAllTabs, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, updateTransactionFilters, uploadTransactionCategorizationReceiptSuccess, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
 import { getExpenseAutomationFluxAnalysisView } from './view/expenseAutomationView/selectors/fluxAnalysisViewSelector';
+import { getNewScheduleSearchTransactionsView as getJeNewScheduleSearchTransactionsView, getNewScheduleView as getJeNewScheduleView, } from './view/expenseAutomationView/selectors/jeNewScheduleViewSelector';
 import { getExpenseAutomationReconciliationView, getReparseStatementStatusByAccountId, isAccountReconReport, } from './view/expenseAutomationView/selectors/reconciliationViewSelector';
 import { getExpenseAutomationTransactionView, getLastTransferEntryReplacement, } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
 import { TRANSACTION_FILTER_CATEGORIES, applyTransactionFilters, } from './view/expenseAutomationView/transactionFilterHelpers';
 import { DEFAULT_COMPLETED_SUB_TAB, toCompletedSubTab, } from './view/expenseAutomationView/types/completedSubTab';
-import { toJEScheduleMainTab as toExpenseAutomationJEScheduleMainTab, toJEScheduleSortKey as toExpenseAutomationJEScheduleSortKey, } from './view/expenseAutomationView/types/jeSchedulesViewState';
+import { toJEScheduleSortKey as toExpenseAutomationJEScheduleSortKey, toJEPageTab, } from './view/expenseAutomationView/types/jeSchedulesViewState';
 import { BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toMatchSource, toMissingReceiptsTab, } from './view/expenseAutomationView/types/missingReceiptsViewState';
 import { toMissingReceiptsSortKey as toExpenseAutomationMissingReceiptsSortKey, } from './view/expenseAutomationView/types/missingReceiptsViewState';
 import { toReconciliationTabsType, } from './view/expenseAutomationView/types/reconciliationViewState';
@@ -463,9 +465,10 @@ export { stringToUnion, stringToUnionStrict };
 export { fetchMonthEndCloseChecks, fetchMonthClosePerformanceTrend, getMonthEndCloseChecksViewByTenantId, ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY, };
 export { 
 // Bulk Upload Types
-BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, DEFAULT_COMPLETED_SUB_TAB, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, toExpenseAutomationJEScheduleMainTab, toExpenseAutomationJEScheduleSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, fetchExpenseAutomationMissingReceipts, 
+BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, DEFAULT_COMPLETED_SUB_TAB, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, toExpenseAutomationJEScheduleSortKey, toJEPageTab, toggleJECreatedGroupCollapsed, toggleJEPendingGroupCollapsed, updateJEScheduleTypeFilter, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, fetchExpenseAutomationMissingReceipts, 
 // Bulk Upload Actions
 bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, clearBulkUploadBatchDetailsForScopeChange, markBatchDetailRefreshAttempted, refreshBatchDetailsForBatchId, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, getExpenseAutomationFluxAnalysisView, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, getLastTransferEntryReplacement, updateFluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, getExpenseAutomationReconciliationView, getReparseStatementStatusByAccountId, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, getAccountReconByAccountIdAndSelectedPeriod, toReconciliationTabsType, isAccountReconReport, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, updateStatementProcessingFailed, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, toReconciliationAccountSource, deleteAccountStatement, uploadAccountStatement, parseStatement, parseStatementSuccess, parseStatementFailure, reparseStatement, reparseStatementSuccess, reparseStatementFailure, resetReparseStatementStatus, updateParsedStatementData, updateNodeCollapseState, updateStatementUploadChosen, submitStatementUpdate, clearStatementDateConflict, updateStatementUpdateLocalData, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, setStatementProcessingDismissedToBackground, updateStatementProcessingBackgroundCompletedSteps, };
+export { computeNewScheduleJeDetails, getJeNewScheduleSearchTransactionsView, getJeNewScheduleView, };
 export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateTransactionFilters, updateSelectedCheckboxTransactionIds, markCategoryClassRecommendationsFailureForCategorization, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, resetCreateTransferEntryStatus, clearTransferEntryRouteReplacement, fetchAccountsForTransferFlow, removeTransactionFromAllTabs, clearExpenseAutomationTransactionsView, toTransactionsSortKey, };
 export { TOP_EX_TIME_PERIODS };
 export { toTimeframeTick, mapTimePeriodtoTimeframeTick, toTimePeriod, toAbsoluteDay, toMonthYearPeriodId, convertToPeriod, };
@@ -554,7 +557,7 @@ export { newAddressInLocalStore, getAddress, getNewAddress, getAllNewAddresses,
 export { toManagementSortKeyType, toOnboardingSortKeyType, toPortfolioSortKeyType, toHealthSortKeyType, toTaskManagerSortKeyType, updateCompanyTaskManagerViewFilters, };
 export { ALL_COCKPIT_TABS_FILE_TYPES, ALL_COCKPIT_TABS_IDS, toCockpitTabsIDStrict, toCockpitTabsFileTypeStrict, };
 export { isAllowedValueWithCode, isAllowedValueWithID, };
-export { fetchCompanyPassportView, getCompanyPassportView, getCompanyPassportLocalStoreData, isCompanyPassportDataToBeSaved, companyPassportSaveDataInLocalStore, saveIndustryAndIncDateInCompanyPassportLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, updateCompanyPassportLocalStoreData, saveCompanyPassportDetails, updateAccountingClassesEnabled, updateCapitalizationAccountThreshold, dismissCapitalizationOnboarding, clearCompanyView, };
+export { fetchCompanyPassportView, getCompanyPassportView, getCompanyPassportLocalStoreData, isCompanyPassportDataToBeSaved, companyPassportSaveDataInLocalStore, saveIndustryAndIncDateInCompanyPassportLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, updateCompanyPassportLocalStoreData, saveCompanyPassportDetails, updateAccountingClassesEnabled, enableAccountingProjects, resumeEnableAccountingProjects, disableAccountingProjects, clearQboProjectsReconnectRequest, updateCapitalizationAccountThreshold, dismissCapitalizationOnboarding, clearCompanyView, };
 export { toCompanyPassportLocalData, };
 export { COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES, COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY, COMPANY_PURPOSE_OF_ACCOUNT_CODES, COMPANY_SOURCE_OF_FUNDS_CODES, COMPANY_TRANSACTION_VOLUME_CODES, COMPANY_US_NEXUS_TYPE_CODES, getCompanyOnboardingSubIndustryCodesForIndustry, };
 export { getUncategorizedAccounts, getNestedAccountListHierarchy, };
@@ -627,7 +630,7 @@ export { updateChargeCardTransactionAttachments, updateChargeCardStatusFromPushe
 export { TIME_SERIES_DURATIONS, convertToTimeSeriesSelectionRange, toTimeSeriesDuration, fetchAggregatedReport, aggregatedReportView, };
 export { fetchApAging, getApAgingReport, updateApAgingUIState, };
 export { fetchApAgingDetail, getApAgingDetailForVendor, updateApAgingDetailUIState, };
-export { clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchExpenseAutomationJESchedulesPage, ignoreExpenseAutomationJESchedule, initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryExpenseAutomationJESchedule, updateExpenseAutomationJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, };
+export { clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, clearJeSearchTransactionsForNewSchedule, fetchExpenseAutomationJESchedulesPage, ignoreExpenseAutomationJESchedule, initializeJeAccountSettingsView, initializeJeNewSchedule, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, resetJeNewScheduleLocalData, retryExpenseAutomationJESchedule, saveJeNewSchedule, saveJeNewScheduleFailure, saveJeNewScheduleSuccess, searchJeTransactionsForNewSchedule, searchJeTransactionsForNewScheduleFailure, searchJeTransactionsForNewScheduleSuccess, updateExpenseAutomationJESchedulesUIState, updateJeNewScheduleLocalData, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, };
 export { createNewSchedulesAccrued, deleteScheduleAccruedDetail, cancelScheduleAccruedJournalEntry, fetchScheduleAccruedDetails, fetchScheduleAccruedDetailsPage, resetJEAccruedLinkInLocalData, saveScheduleAccruedDetails, updateAmountsInScheduleAccruedDetail, updatedJEAccruedLinkWithRecommendedLocalData, updatedJELinkInLocalDataAccruedExpenses, fetchRecommendedTransactionRowIndex, clearSelectedJELinkRowIndex, updateLinkBillExpenseLocalData, updateScheduleAccruedDetailsLocalData, updateSelectedJEAccruedScheduleKey, resetSelectedJEAccruedScheduleKey, resetAccruedDetailNewScheduleState, };
 export { getJEScheduleTransactionKey, ALL_SCHEDULES_TYPES, getScheduleListReport, getAccruedScheduleListReport, fetchScheduleList, fetchAccruedScheduleList, fetchDownloadSchedules, fetchSchedulesAccount, updateScheduleListLocalData, getFetchStateForScheduleAccountList, toScheduleTypesType, toScheduleTypesTypeStrict, toScheduleListTabsFileTypeStrict, toScheduleSubTabType, updateScheduleListSubTab, updateScheduleListSearchText, updateScheduleListScrollState, updateScheduleListSortState, updateSelectedJEScheduleKey, fetchScheduleDetails, getScheduleDetailsView, getAccruedScheduleDetailsView, fetchScheduleDetailsPage, saveScheduleDetails, deleteScheduleDetail, createNewSchedules, updateScheduleDetailsLocalData, updateScheduleListDownloadState, updateAccruedJEScheduleAccruedByListKey, updatedSelectedJELinkRowIndex, getQBOUrlForLink, getThirdPartyIDFromQBOURL, updatedJELinkInLocalData, updateAmountsInScheduleDetail, resetJELinkInLocalData, updatedJELinkWithRecommendedLocalData, getFetchStateForScheduleListByType, getDefaultSelectedTimeframeForScheduleType, markAsCompleteScheduleDetail, resetMarkAsCompleteStatus, fetchVendorTabView, updateVendorTabViewTab, getVendorTabView, };
 export { toVendorFirstReviewViewColumnKeyType, getGlobalMerchantAutoCompleteResults, getVendorFirstReviewView, getVendorFirstReviewAttachmentView, fetchVendorFirstReviewView, fetchVendorFirstReviewAttachments, updateVendorFirstReviewViewScrollYOffset, resetVendorFirstReviewLocalData, updateVendorFirstReviewViewPageToken, clearRecentlySavedErroredVendorData, saveVendorFirstReviewView, updateVendorFirstReviewViewLocalData, updateVendorFirstReviewSortUiState, fetchGlobalMerchantAutoCompleteView, clearGlobalMerchantAutoCompleteResults, updateReviewVendorDetailLocalData, saveVendorDetailsView, getVendorDetailSelectorView, };

package/lib/esm/view/companyView/companyViewReducer.js

@@ -309,6 +309,73 @@ const companyView = createSlice({
                 error: action.payload.status,
             };
         },
+        enableAccountingProjects: {
+            reducer(draft, 
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _action) {
+                draft.passportView.accountingProjectsUpdateStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+                draft.passportView.needsQboProjectsReconnect = false;
+            },
+            prepare(companyId) {
+                return { payload: { companyId } };
+            },
+        },
+        resumeEnableAccountingProjects: {
+            reducer(draft, 
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _action) {
+                draft.passportView.accountingProjectsUpdateStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+                draft.passportView.needsQboProjectsReconnect = false;
+            },
+            prepare(companyId) {
+                return { payload: { companyId } };
+            },
+        },
+        disableAccountingProjects: {
+            reducer(draft, 
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _action) {
+                draft.passportView.accountingProjectsUpdateStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+                draft.passportView.needsQboProjectsReconnect = false;
+            },
+            prepare(companyId) {
+                return { payload: { companyId } };
+            },
+        },
+        updateAccountingProjectsEnabledSuccess(draft) {
+            draft.passportView.accountingProjectsUpdateStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+            draft.passportView.needsQboProjectsReconnect = false;
+        },
+        updateAccountingProjectsEnabledFailure(draft, action) {
+            draft.passportView.accountingProjectsUpdateStatus = {
+                fetchState: 'Error',
+                error: action.payload.status,
+            };
+            draft.passportView.needsQboProjectsReconnect = false;
+        },
+        requestQboProjectsReconnect(draft) {
+            draft.passportView.needsQboProjectsReconnect = true;
+            // Keep In-Progress so the Projects toggle stays locked through OAuth.
+            draft.passportView.accountingProjectsUpdateStatus = {
+                fetchState: 'In-Progress',
+                error: undefined,
+            };
+        },
+        clearQboProjectsReconnectRequest(draft) {
+            draft.passportView.needsQboProjectsReconnect = false;
+        },
         updateCapitalizationAccountThreshold: {
             prepare(companyId, accountId, threshold, dismissOnboardingForAccount, allOverrides) {
                 return {
@@ -627,5 +694,5 @@ const companyView = createSlice({
         },
     },
 });
-export const { fetchCompanyPassportView, fetchAllCockpitViews, fetchOnboardingView, fetchManagementView, fetchSubscriptionView, fetchPortfolioView, fetchCompanyManagementView, companyManagementSaveUpdates, companyManagementSavePendingUpdates, companyManagementDiscardUpdates, companyManagementSaveUpdatesSuccess, companyManagementSaveUpdatesFailure, updateCompanyViewOnSuccess, updateCompanyViewOnFailure, fetchCompanyPortfolioView, fetchZeniUsers, updateZeniUsersOnSuccess, updateZeniUsersOnFailure, clearCompanyView, updateCompanyPortfolioUIState, updateCompanyManagementUIState, companyPassportSaveDataInLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, companyPassportUpdateCompanyDetails, companyPassportUpdateCompanyDetailsSuccess, companyPassportUpdateCompanyDetailsFailure, updateAccountingClassesEnabled, updateAccountingClassesEnabledSuccess, updateAccountingClassesEnabledFailure, updateCapitalizationAccountThreshold, updateCapitalizationAccountThresholdSuccess, updateCapitalizationAccountThresholdFailure, dismissCapitalizationOnboarding, companyPassportUpdatePrimaryContact, companyPassportUpdatePrimaryContactSuccess, companyPassportUpdatePrimaryContactFailure, companyPassportUpdateCompanyOfficer, companyPassportUpdateCompanyOfficerSuccess, companyPassportUpdateCompanyOfficerFailure, companyPassportCreateCompanyOfficers, companyPassportCreateCompanyOfficersSuccess, companyPassportCreateCompanyOfficersFailure, updateCompanyPassportLocalStoreData, saveIndustryAndIncDateInCompanyPassportLocalStore, saveCompanyPassportDetails, fetchParentSubsidiaryManagementView, updateParentSubsidiaryView, updateParentSubsidiaryViewOnFailure, updateCompanyDownloadState, fetchCompanyMetaData, updateCompanyMetaDataOnSuccess, updateCompanyMetaDataOnFailure, updateMetaDataOnSendMonthEndReport, } = companyView.actions;
+export const { fetchCompanyPassportView, fetchAllCockpitViews, fetchOnboardingView, fetchManagementView, fetchSubscriptionView, fetchPortfolioView, fetchCompanyManagementView, companyManagementSaveUpdates, companyManagementSavePendingUpdates, companyManagementDiscardUpdates, companyManagementSaveUpdatesSuccess, companyManagementSaveUpdatesFailure, updateCompanyViewOnSuccess, updateCompanyViewOnFailure, fetchCompanyPortfolioView, fetchZeniUsers, updateZeniUsersOnSuccess, updateZeniUsersOnFailure, clearCompanyView, updateCompanyPortfolioUIState, updateCompanyManagementUIState, companyPassportSaveDataInLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, companyPassportUpdateCompanyDetails, companyPassportUpdateCompanyDetailsSuccess, companyPassportUpdateCompanyDetailsFailure, updateAccountingClassesEnabled, updateAccountingClassesEnabledSuccess, updateAccountingClassesEnabledFailure, enableAccountingProjects, resumeEnableAccountingProjects, disableAccountingProjects, updateAccountingProjectsEnabledSuccess, updateAccountingProjectsEnabledFailure, requestQboProjectsReconnect, clearQboProjectsReconnectRequest, updateCapitalizationAccountThreshold, updateCapitalizationAccountThresholdSuccess, updateCapitalizationAccountThresholdFailure, dismissCapitalizationOnboarding, companyPassportUpdatePrimaryContact, companyPassportUpdatePrimaryContactSuccess, companyPassportUpdatePrimaryContactFailure, companyPassportUpdateCompanyOfficer, companyPassportUpdateCompanyOfficerSuccess, companyPassportUpdateCompanyOfficerFailure, companyPassportCreateCompanyOfficers, companyPassportCreateCompanyOfficersSuccess, companyPassportCreateCompanyOfficersFailure, updateCompanyPassportLocalStoreData, saveIndustryAndIncDateInCompanyPassportLocalStore, saveCompanyPassportDetails, fetchParentSubsidiaryManagementView, updateParentSubsidiaryView, updateParentSubsidiaryViewOnFailure, updateCompanyDownloadState, fetchCompanyMetaData, updateCompanyMetaDataOnSuccess, updateCompanyMetaDataOnFailure, updateMetaDataOnSendMonthEndReport, } = companyView.actions;
 export default companyView.reducer;

package/lib/esm/view/companyView/epic/companyPassport/dismissCapitalizationOnboardingEpic.js

@@ -1,11 +1,12 @@
 import { from } from 'rxjs';
 import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { updateTenantCapitalizationOnboardingDismissed } from '../../../../entity/tenant/tenantReducer';
+import { getTenantIdByCompanyId } from '../../../../entity/tenant/tenantSelector';
 import { isSuccessResponse } from '../../../../responsePayload';
 import { dismissCapitalizationOnboarding } from '../../companyViewReducer';
 export const dismissCapitalizationOnboardingEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(dismissCapitalizationOnboarding.match), switchMap((action) => {
     const { companyId, accountId } = action.payload;
-    const tenantId = Object.values(state$.value.tenantState.tenantsById).find((t) => t.companyId === companyId)?.tenantId;
+    const tenantId = getTenantIdByCompanyId(state$.value.tenantState, companyId);
     const body = {
         capitalization_onboarding_dismissed_accounts: { [accountId]: true },
     };

package/lib/esm/view/companyView/epic/companyPassport/projects/disableAccountingProjectsEpic.js

@@ -0,0 +1,56 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { updateCompanies } from '../../../../../entity/company/companyReducer';
+import { openSnackbar } from '../../../../../entity/snackbar/snackbarReducer';
+import { updateTenantAccountingProjectsEnabled } from '../../../../../entity/tenant/tenantReducer';
+import { getTenantIdByCompanyId } from '../../../../../entity/tenant/tenantSelector';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
+import { disableAccountingProjects, updateAccountingProjectsEnabledFailure, updateAccountingProjectsEnabledSuccess, } from '../../../companyViewReducer';
+export const disableAccountingProjectsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(disableAccountingProjects.match), switchMap((action) => {
+    const { companyId } = action.payload;
+    const tenantId = getTenantIdByCompanyId(state$.value.tenantState, companyId);
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, { is_accounting_projects_enabled: false })
+        .pipe(mergeMap((response) => {
+        const companies = response.data?.companies ?? [];
+        if (isSuccessResponse(response) && companies.length > 0) {
+            const actions = [
+                updateCompanies({
+                    payload: companies,
+                    schema: {},
+                }),
+            ];
+            if (tenantId != null) {
+                actions.push(updateTenantAccountingProjectsEnabled({
+                    enabled: false,
+                    tenantId,
+                }));
+            }
+            actions.push(updateAccountingProjectsEnabledSuccess());
+            actions.push(openSnackbar({
+                messageSection: 'accounting_projects_enabled_update',
+                messageText: 'success',
+                type: 'success',
+            }));
+            return from(actions);
+        }
+        return from([
+            updateAccountingProjectsEnabledFailure({
+                status: response.status,
+            }),
+            openSnackbar({
+                messageSection: 'accounting_projects_enabled_update',
+                messageText: 'failed',
+                type: 'error',
+            }),
+        ]);
+    }), catchError((error) => of(updateAccountingProjectsEnabledFailure({
+        status: createZeniAPIStatus('Unexpected error', `Update Accounting Projects Enabled errored out - ${error instanceof Error
+            ? error.message
+            : JSON.stringify(error)}`),
+    }), openSnackbar({
+        messageSection: 'accounting_projects_enabled_update',
+        messageText: 'failed',
+        type: 'error',
+    }))));
+}));

package/lib/esm/view/companyView/epic/companyPassport/projects/enableAccountingProjectsEpic.js

@@ -0,0 +1,37 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { openSnackbar } from '../../../../../entity/snackbar/snackbarReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
+import { enableAccountingProjects, requestQboProjectsReconnect, resumeEnableAccountingProjects, updateAccountingProjectsEnabledFailure, } from '../../../companyViewReducer';
+export const enableAccountingProjectsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(enableAccountingProjects.match), switchMap((action) => {
+    const { companyId } = action.payload;
+    return zeniAPI
+        .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accounting_provider_project_authorization_status`)
+        .pipe(mergeMap((response) => {
+        if (!isSuccessResponse(response) || response.data == null) {
+            return from([
+                updateAccountingProjectsEnabledFailure({
+                    status: response.status,
+                }),
+                openSnackbar({
+                    messageSection: 'accounting_projects_enabled_update',
+                    messageText: 'failed',
+                    type: 'error',
+                }),
+            ]);
+        }
+        if (response.data.is_accounting_provider_project_apis_authorized !==
+            true) {
+            return from([requestQboProjectsReconnect()]);
+        }
+        return from([resumeEnableAccountingProjects(companyId)]);
+    }), catchError((error) => of(updateAccountingProjectsEnabledFailure({
+        status: createZeniAPIStatus('Unexpected error', `Accounting provider project authorization status errored out - ${error instanceof Error
+            ? error.message
+            : JSON.stringify(error)}`),
+    }), openSnackbar({
+        messageSection: 'accounting_projects_enabled_update',
+        messageText: 'failed',
+        type: 'error',
+    }))));
+}));

package/lib/esm/view/companyView/epic/companyPassport/projects/resumeEnableAccountingProjectsEpic.js

@@ -0,0 +1,73 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { openSnackbar } from '../../../../../entity/snackbar/snackbarReducer';
+import { updateTenantAccountingProjectsEnabled } from '../../../../../entity/tenant/tenantReducer';
+import { getTenantIdByCompanyId } from '../../../../../entity/tenant/tenantSelector';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
+import { resumeEnableAccountingProjects, updateAccountingProjectsEnabledFailure, updateAccountingProjectsEnabledSuccess, } from '../../../companyViewReducer';
+export const resumeEnableAccountingProjectsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(resumeEnableAccountingProjects.match), switchMap((action) => {
+    const { companyId } = action.payload;
+    const tenantId = getTenantIdByCompanyId(state$.value.tenantState, companyId);
+    if (tenantId == null) {
+        return from([
+            updateAccountingProjectsEnabledFailure({
+                status: createZeniAPIStatus('Unexpected error', 'Tenant not found for company'),
+            }),
+            openSnackbar({
+                messageSection: 'accounting_projects_enabled_update',
+                messageText: 'failed',
+                type: 'error',
+            }),
+        ]);
+    }
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accounting_provider_project_enablement_status`)
+        .pipe(mergeMap((response) => {
+        if (!isSuccessResponse(response) || response.data == null) {
+            return from([
+                updateAccountingProjectsEnabledFailure({
+                    status: response.status,
+                }),
+                openSnackbar({
+                    messageSection: 'accounting_projects_enabled_update',
+                    messageText: 'failed',
+                    type: 'error',
+                }),
+            ]);
+        }
+        if (response.data.is_accounting_provider_project_apis_enabled !==
+            true ||
+            response.data.is_accounting_projects_enabled !== true) {
+            return from([
+                updateAccountingProjectsEnabledFailure({
+                    status: createZeniAPIStatus('Projects not enabled in QBO', 'Please enable projects in QBO before enabling in the Zeni dashboard!'),
+                }),
+                openSnackbar({
+                    messageSection: 'accounting_projects_qbo_not_enabled',
+                    messageText: 'failed',
+                    type: 'error',
+                }),
+            ]);
+        }
+        return from([
+            updateTenantAccountingProjectsEnabled({
+                enabled: true,
+                tenantId,
+            }),
+            updateAccountingProjectsEnabledSuccess(),
+            openSnackbar({
+                messageSection: 'accounting_projects_enabled_update',
+                messageText: 'success',
+                type: 'success',
+            }),
+        ]);
+    }), catchError((error) => of(updateAccountingProjectsEnabledFailure({
+        status: createZeniAPIStatus('Unexpected error', `Accounting provider project enablement status errored out - ${error instanceof Error
+            ? error.message
+            : JSON.stringify(error)}`),
+    }), openSnackbar({
+        messageSection: 'accounting_projects_enabled_update',
+        messageText: 'failed',
+        type: 'error',
+    }))));
+}));

package/lib/esm/view/companyView/epic/companyPassport/updateAccountingClassesEnabledEpic.js

@@ -3,11 +3,12 @@ import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { updateCompanies } from '../../../../entity/company/companyReducer';
 import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
 import { updateTenantAccountingClassesEnabled } from '../../../../entity/tenant/tenantReducer';
+import { getTenantIdByCompanyId } from '../../../../entity/tenant/tenantSelector';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
 import { updateAccountingClassesEnabled, updateAccountingClassesEnabledFailure, updateAccountingClassesEnabledSuccess, } from '../../companyViewReducer';
 export const updateAccountingClassesEnabledEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(updateAccountingClassesEnabled.match), switchMap((action) => {
     const { companyId, enabled } = action.payload;
-    const tenantId = Object.values(state$.value.tenantState.tenantsById).find((t) => t.companyId === companyId)?.tenantId;
+    const tenantId = getTenantIdByCompanyId(state$.value.tenantState, companyId);
     return zeniAPI
         .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, { is_accounting_classes_enabled: enabled })
         .pipe(mergeMap((response) => {

package/lib/esm/view/companyView/epic/companyPassport/updateCapitalizationAccountThresholdEpic.js

@@ -3,11 +3,12 @@ import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { updateCompanies } from '../../../../entity/company/companyReducer';
 import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
 import { updateTenantCapitalizationAccountOverride, updateTenantCapitalizationOnboardingDismissed, } from '../../../../entity/tenant/tenantReducer';
+import { getTenantIdByCompanyId } from '../../../../entity/tenant/tenantSelector';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
 import { updateCapitalizationAccountThreshold, updateCapitalizationAccountThresholdFailure, updateCapitalizationAccountThresholdSuccess, } from '../../companyViewReducer';
 export const updateCapitalizationAccountThresholdEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(updateCapitalizationAccountThreshold.match), switchMap((action) => {
     const { companyId, accountId, threshold, dismissOnboardingForAccount, allOverrides, } = action.payload;
-    const tenantId = Object.values(state$.value.tenantState.tenantsById).find((t) => t.companyId === companyId)?.tenantId;
+    const tenantId = getTenantIdByCompanyId(state$.value.tenantState, companyId);
     let finalOverrides;
     if (allOverrides !== undefined) {
         finalOverrides = allOverrides ?? {};

package/lib/esm/view/companyView/types/companyPassport/companyPassportViewState.js

@@ -5,10 +5,15 @@ export const initialCompanyPassportView = {
         fetchState: 'Not-Started',
         error: undefined,
     },
+    accountingProjectsUpdateStatus: {
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
     capitalizationThresholdUpdateStatus: {
         fetchState: 'Not-Started',
         error: undefined,
     },
+    needsQboProjectsReconnect: false,
     companyDetails: {
         localData: undefined,
         updateStatus: {

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

@@ -1,9 +1,11 @@
 import { from, of } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
-import { toString } from '../../../../commonStateTypes/timePeriod';
+import { DEFAULT_DATE_FORMAT } from '../../../../commonStateTypes/fiscalYearHelpers/formatZeniDateFY';
+import { toAbsoluteDay, toString } from '../../../../commonStateTypes/timePeriod';
 import { updateJESchedules, updateJESchedulesDetails, } from '../../../../entity/jeSchedules/jeSchedulesReducer';
 import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { date } from '../../../../zeniDayJS';
 import { fetchJeSchedules, fetchJeSchedulesFailure, fetchJeSchedulesSuccess, initializeJeScheduleLocalData, } from '../../reducers/jeSchedulesViewReducer';
 export const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchJeSchedules.match), mergeMap((action) => {
     const state = state$.value;
@@ -11,9 +13,20 @@ export const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe
     const { period, refreshViewInBackground } = action.payload;
     const currentTenant = getCurrentTenant(state);
     const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
+    const isClosePeriodTab = state.expenseAutomationJESchedulesViewState.uiState.selectedPageTab ===
+        'schedules';
+    const existingEndDate = toAbsoluteDay(date(toString(period.start))
+        .subtract(1, 'month')
+        .endOf('month')
+        .format(DEFAULT_DATE_FORMAT));
     const queryParam = {
         start_date: toString(period.start),
-        end_date: toString(period.end),
+        end_date: isClosePeriodTab || existingEndDate == null
+            ? toString(period.end)
+            : toString(existingEndDate),
+        ...(isClosePeriodTab
+            ? { close_period_start_date: toString(period.start) }
+            : {}),
     };
     return zeniAPI
         .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expenses_automation/je_schedules?query=${encodeURIComponent(JSON.stringify(queryParam))}`)

package/lib/esm/view/expenseAutomationView/epics/jeSchedule/newSchedule/initializeNewScheduleEpic.js

@@ -0,0 +1,21 @@
+import { from } from 'rxjs';
+import { filter, mergeMap } from 'rxjs/operators';
+import { fetchAccountList } from '../../../../accountList/accountListReducer';
+import { fetchClassList } from '../../../../classList/classListReducer';
+import { getAccountsTypesForScheduleEpics } from '../../../../scheduleView/scheduleListView/scheduleListHelper';
+import { clearSearchTransactionsForNewSchedule, initializeNewSchedule, resetNewScheduleLocalData, } from '../../../reducers/jeSchedulesViewReducer';
+export const initializeNewScheduleEpic = (actions$, state$) => actions$.pipe(filter(initializeNewSchedule.match), mergeMap((action) => {
+    const newScheduleActions = [];
+    const accountType = getAccountsTypesForScheduleEpics();
+    const { accountListState, classListState } = state$.value;
+    if (accountListState.byReportId[accountType.accountListKey]?.fetchState ===
+        'Not-Started') {
+        newScheduleActions.push(fetchAccountList(accountType.accountListKey, true, false, false, false, accountType.allowedAccountList));
+    }
+    if (classListState.fetchState === 'Not-Started') {
+        newScheduleActions.push(fetchClassList());
+    }
+    newScheduleActions.push(resetNewScheduleLocalData({ scheduleType: action.payload.scheduleType }));
+    newScheduleActions.push(clearSearchTransactionsForNewSchedule());
+    return from(newScheduleActions);
+}));

package/lib/esm/view/expenseAutomationView/epics/jeSchedule/newSchedule/saveNewScheduleEpic.js

@@ -0,0 +1,110 @@
+import { from } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { updateJESchedules, updateJESchedulesDetails, } from '../../../../../entity/jeSchedules/jeSchedulesReducer';
+import { openSnackbar } from '../../../../../entity/snackbar/snackbarReducer';
+import { getSupportedTransactionById } from '../../../../../entity/transaction/transactionSelector';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
+import { prepareNewSchedulePayload, } from '../../../helpers/newScheduleLocalDataHelper';
+import { resetNewScheduleLocalData, saveNewSchedule, saveNewScheduleFailure, saveNewScheduleSuccess, } from '../../../reducers/jeSchedulesViewReducer';
+const FAILURE_REASON_MESSAGES = {
+    multi_line_not_supported: 'This transaction has multiple lines and cannot be scheduled yet.',
+    missing_third_party_id: 'This transaction is missing a QuickBooks reference and cannot be scheduled.',
+    missing_vendor: 'Select a vendor before saving this schedule.',
+};
+export const saveNewScheduleEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(saveNewSchedule.match), mergeMap((action) => {
+    const { scheduleType } = action.payload;
+    const state = state$.value;
+    const localData = state.expenseAutomationJESchedulesViewState.newSchedule
+        .newScheduleState[scheduleType];
+    const transactionId = localData.selectedBaseTransactionId?.id;
+    const transaction = transactionId != null
+        ? getSupportedTransactionById(state.transactionState, transactionId)
+        : undefined;
+    if (transaction == null) {
+        return from([
+            saveNewScheduleFailure({
+                status: createZeniAPIStatus('Unexpected Error', 'No base transaction selected for this schedule.'),
+            }),
+            openSnackbar({
+                messageSection: 'create_schedule',
+                messageText: 'failed',
+                type: 'error',
+                variables: [
+                    {
+                        variableName: '_api-error_',
+                        variableValue: 'No base transaction selected.',
+                    },
+                ],
+            }),
+        ]);
+    }
+    const result = prepareNewSchedulePayload(transaction, localData, scheduleType);
+    if (!result.ok) {
+        const message = FAILURE_REASON_MESSAGES[result.reason];
+        return from([
+            saveNewScheduleFailure({
+                status: createZeniAPIStatus('Unexpected Error', message),
+            }),
+            openSnackbar({
+                messageSection: 'create_schedule',
+                messageText: 'failed',
+                type: 'error',
+                variables: [{ variableName: '_api-error_', variableValue: message }],
+            }),
+        ]);
+    }
+    const vendorName = localData.selectedVendor?.name ?? transaction.vendorName ?? '';
+    const queryParam = {
+        je_schedule_type: scheduleType,
+    };
+    const payload = { ...result.payload };
+    return zeniAPI
+        .postAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/schedules?query=${encodeURIComponent(JSON.stringify(queryParam))}`, payload)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            return from([
+                updateJESchedules(response.data.je_schedules),
+                updateJESchedulesDetails(response.data.je_schedules, response.data.scheduled_journal_entries),
+                resetNewScheduleLocalData({ scheduleType }),
+                saveNewScheduleSuccess(),
+                openSnackbar({
+                    messageSection: 'create_schedule',
+                    messageText: 'success',
+                    type: 'success',
+                    variables: [
+                        { variableName: '_vendor_name_', variableValue: vendorName },
+                    ],
+                }),
+            ]);
+        }
+        return from([
+            saveNewScheduleFailure({ status: response.status }),
+            openSnackbar({
+                messageSection: 'create_schedule',
+                messageText: 'failed',
+                type: 'error',
+                variables: [
+                    {
+                        variableName: '_api-error_',
+                        variableValue: response.status.message,
+                    },
+                ],
+            }),
+        ]);
+    }), catchError((error) => from([
+        openSnackbar({
+            messageSection: 'create_schedule',
+            messageText: 'failed',
+            type: 'error',
+            variables: [
+                {
+                    variableName: '_api-error_',
+                    variableValue: JSON.stringify(error),
+                },
+            ],
+        }),
+        saveNewScheduleFailure({
+            status: createZeniAPIStatus('Unexpected Error', `Save New Schedule REST API call errored out ${JSON.stringify(error)}`),
+        }),
+    ])));
+}));