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

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)}`),
+        }),
+    ])));
+}));

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

@@ -0,0 +1,44 @@
+import { EMPTY, from, merge, of } from 'rxjs';
+import { catchError, debounceTime, filter, mergeMap, switchMap, } from 'rxjs/operators';
+import { updateTransactions } from '../../../../../entity/transaction/transactionReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
+import { searchTransactionsForNewSchedule, searchTransactionsForNewScheduleFailure, searchTransactionsForNewScheduleSuccess, } from '../../../reducers/jeSchedulesViewReducer';
+import { MIN_NEW_SCHEDULE_SEARCH_LENGTH } from '../../../types/jeSchedulesViewState';
+/** Dropdown-sized result set — no pagination for Base Transaction search. */
+const NEW_SCHEDULE_SEARCH_PAGE_SIZE = 10;
+export const searchTransactionsForNewScheduleEpic = (actions$, _state$, zeniAPI) => {
+    const searchActions$ = actions$.pipe(filter(searchTransactionsForNewSchedule.match));
+    /** No API for empty or 1-char queries; immediate merge so switchMap cancels any in-flight HTTP. */
+    const newSearchTooShortOrClear$ = searchActions$.pipe(filter((action) => action.payload.query.trim().length < MIN_NEW_SCHEDULE_SEARCH_LENGTH));
+    const newSearchDebounced$ = searchActions$.pipe(filter((action) => action.payload.query.trim().length >= MIN_NEW_SCHEDULE_SEARCH_LENGTH), debounceTime(300));
+    return merge(newSearchTooShortOrClear$, newSearchDebounced$).pipe(switchMap((action) => {
+        const query = action.payload.query.trim();
+        if (query.length < MIN_NEW_SCHEDULE_SEARCH_LENGTH) {
+            return EMPTY;
+        }
+        const queryParam = {
+            page_size: NEW_SCHEDULE_SEARCH_PAGE_SIZE,
+            search_text: query,
+        };
+        return zeniAPI
+            .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/schedules/base_transaction_search?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
+            .pipe(mergeMap((response) => {
+            if (isSuccessResponse(response) && response.data != null) {
+                const { transactions } = response.data;
+                const actionsOut = [
+                    updateTransactions(transactions, (value) => value.transaction_id, 'merge'),
+                    searchTransactionsForNewScheduleSuccess({
+                        searchResults: transactions.map((transaction) => transaction.transaction_id),
+                    }),
+                ];
+                return from(actionsOut);
+            }
+            return of(searchTransactionsForNewScheduleFailure({
+                status: response.status,
+            }));
+        }), catchError((error) => of(searchTransactionsForNewScheduleFailure({
+            status: createZeniAPIStatus('Unexpected Error', 'Search transactions for new schedule errored: ' +
+                JSON.stringify(error)),
+        }))));
+    }));
+};

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

@@ -0,0 +1,22 @@
+import { EMPTY, of } from 'rxjs';
+import { filter, mergeMap } from 'rxjs/operators';
+import { convertToPeriod, toAbsoluteDay, } from '../../../../commonStateTypes/timePeriod';
+import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
+import { fetchJeSchedulesPage, updateJESchedulesUIState, } from '../../reducers/jeSchedulesViewReducer';
+export const switchJESchedulesTabEpic = (actions$, state$) => actions$.pipe(filter(updateJESchedulesUIState.match), filter((action) => action.payload.selectedPageTab != null), mergeMap(() => {
+    const state = state$.value;
+    const { fetchState, refreshStatus } = state.expenseAutomationJESchedulesViewState;
+    if (fetchState === 'In-Progress' ||
+        refreshStatus.fetchState === 'In-Progress') {
+        return EMPTY;
+    }
+    const currentTenant = getCurrentTenant(state);
+    const selectedPeriod = state.expenseAutomationViewState.selectedPeriodByTenantId[currentTenant.tenantId];
+    const period = convertToPeriod(selectedPeriod);
+    const timePeriodStart = toAbsoluteDay(period.start);
+    const timePeriodEnd = toAbsoluteDay(period.end);
+    if (timePeriodStart == null || timePeriodEnd == null) {
+        return EMPTY;
+    }
+    return of(fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, true));
+}));

package/lib/esm/view/expenseAutomationView/helpers/newScheduleLocalDataHelper.js

@@ -0,0 +1,152 @@
+import { toAmount } from '../../../commonStateTypes/amount';
+import { DEFAULT_DATE_FORMAT } from '../../../commonStateTypes/fiscalYearHelpers/formatZeniDateFY';
+import { MONTH_YEAR_FORMAT } from '../../../commonStateTypes/fiscalYearHelpers/formatZeniDateFY';
+import { LAST_SCHEDULE_DAY_OF_MONTH } from '../../../commonStateTypes/timePeriod';
+import { mapSupportedTransactionLineToScheduleTransaction } from '../../../entity/transaction/scheduleTransactionHelper';
+import { getPostingDateAndStatusForIndex } from '../../scheduleView/scheduleDetailView/scheduleDetailLocalDataHelper';
+import { mapScheduleTransactionToBaseScheduleTransactionPayload, } from '../../scheduleView/scheduleDetailView/scheduleDetailPayload';
+const getNewScheduleMemo = (vendorName, schedulePostingDate, currentPeriod, totalPeriod, assetId) => {
+    const addAsset = assetId != null && assetId !== '' ? ` - ${assetId}` : '';
+    return `${vendorName} - ${schedulePostingDate.format(MONTH_YEAR_FORMAT)} (${currentPeriod} of ${totalPeriod})${addAsset}`;
+};
+/**
+ * Computes the month-by-month JE schedule breakdown for a brand-new schedule
+ * (no linked transaction yet) — replicates createNewSchedulesHelper's math
+ * (scheduleDetailLocalDataHelper.ts) exactly: lump-sum total split evenly
+ * across months with the rounding remainder absorbed by the last month, and a
+ * running balance that decrements each month and is forced to exactly 0 on
+ * the last row.
+ */
+export const computeNewScheduleJeDetails = (localData, totalAmount, vendorName) => {
+    const period = localData.selectedMonths;
+    const startingMonth = localData.selectedDate;
+    if (startingMonth == null || period == null) {
+        return [];
+    }
+    const assetId = 'assetId' in localData ? localData.assetId : undefined;
+    const averageAmount = Math.abs(Math.round((totalAmount.amount / period) * 100) / 100);
+    const lastMonthAmount = Math.abs(Math.round((Math.abs(totalAmount.amount) - averageAmount * (period - 1)) * 100) / 100);
+    let runningBalance = Math.abs(totalAmount.amount);
+    const negativeNumbers = totalAmount.amount < 0 || runningBalance < 0;
+    const newJeDetails = [];
+    for (let index = 0; index < period; index++) {
+        if (runningBalance > averageAmount) {
+            runningBalance = Math.round((runningBalance - averageAmount) * 100) / 100;
+        }
+        else {
+            runningBalance = 0;
+        }
+        const amount = index === period - 1 ? lastMonthAmount : averageAmount;
+        runningBalance = index === period - 1 ? 0 : runningBalance;
+        const schedulePostingDate = startingMonth.add(index, 'month');
+        const { postingDate, postingStatus } = getPostingDateAndStatusForIndex(schedulePostingDate.month(), schedulePostingDate.year(), localData.lastDayOfMonth === true
+            ? undefined
+            : localData.selectedDayOfMonth);
+        newJeDetails.push({
+            postingDate,
+            amount: toAmount(negativeNumbers ? -amount : amount, totalAmount.currencyCode, totalAmount.currencySymbol),
+            runningBalance: toAmount(negativeNumbers ? -runningBalance : runningBalance, totalAmount.currencyCode, totalAmount.currencySymbol),
+            postingStatus,
+            memo: getNewScheduleMemo(vendorName, schedulePostingDate, index + 1, period, assetId),
+            jeLink: { type: 'unknown' },
+        });
+    }
+    return newJeDetails;
+};
+/**
+ * Whether a Base Transaction search result can be selected for a new
+ * schedule this round — restricted to single-line transactions since the
+ * search/list endpoint's `lines` may not reflect the transaction's full line
+ * set, and there is no line-picker UI yet.
+ */
+export const isSupportedTransactionSelectableForNewSchedule = (transaction) => transaction.totalLinesCount === 1 && transaction.lines?.length === 1;
+const mapNewJeDetailsToScheduledJournalEntryPayload = (jeScheduleDetails) => jeScheduleDetails.map((journalEntry) => ({
+    status: {
+        code: journalEntry.postingStatus,
+        label: journalEntry.postingStatus,
+    },
+    transaction_memo: journalEntry.memo,
+    third_party_id: journalEntry.jeLink.thirdPartyTransactionId ?? null,
+    expected_post_date: journalEntry.postingDate.format(DEFAULT_DATE_FORMAT),
+    amount: journalEntry.amount.amount,
+    balance: journalEntry.runningBalance.amount,
+    // Brand-new schedule — there is no prior scheduled-journal-entry history
+    // to cross-reference (unlike the legacy edit flow's equivalent mapper).
+    scheduled_journal_entry_id: null,
+    actual_post_date: null,
+    is_platform_generated: null,
+    je_schedule_id: null,
+    update_time: null,
+    create_time: null,
+}));
+/**
+ * Builds a savable schedule payload directly from a Base Transaction search
+ * result and the New Schedule form's local data — bypassing the legacy
+ * getJEScheduledTransactionByJEScheduleTransactionKey selector entirely,
+ * since that selector throws unless the entity has already round-tripped
+ * through a real GET /1.0/schedules/:id. A brand-new schedule has no such
+ * history, so this reads only from data already in hand (the selected
+ * transaction/line plus what the user filled into the form).
+ */
+export const prepareNewSchedulePayload = (transaction, localData, scheduleType) => {
+    const [firstLine] = transaction.lines ?? [];
+    if (!isSupportedTransactionSelectableForNewSchedule(transaction) ||
+        firstLine == null) {
+        return { ok: false, reason: 'multi_line_not_supported' };
+    }
+    const scheduleTransaction = mapSupportedTransactionLineToScheduleTransaction(transaction, firstLine.id);
+    if (scheduleTransaction == null) {
+        return { ok: false, reason: 'missing_third_party_id' };
+    }
+    const vendorId = localData.selectedVendor?.id ?? transaction.vendorId ?? '';
+    const vendorName = localData.selectedVendor?.name ?? transaction.vendorName ?? '';
+    if (vendorId === '' || vendorName === '') {
+        return { ok: false, reason: 'missing_vendor' };
+    }
+    const vendor = {
+        vendor_id: vendorId,
+        vendor_name: vendorName,
+    };
+    const jeScheduleDetails = computeNewScheduleJeDetails(localData, scheduleTransaction.amount, vendorName);
+    const postingDate = localData.selectedDayOfMonth ??
+        (localData.lastDayOfMonth === true ? LAST_SCHEDULE_DAY_OF_MONTH : null);
+    const firstJEScheduleDate = jeScheduleDetails.length > 0
+        ? jeScheduleDetails[0].postingDate.format(DEFAULT_DATE_FORMAT)
+        : null;
+    const lastJEScheduleDate = jeScheduleDetails.length > 0
+        ? jeScheduleDetails[jeScheduleDetails.length - 1].postingDate.format(DEFAULT_DATE_FORMAT)
+        : null;
+    const isFixedAssets = scheduleType === 'fixed_assets';
+    const assetId = 'assetId' in localData ? localData.assetId : undefined;
+    const selectedAccumulatedDepreciationCategory = 'selectedAccumulatedDepreciationCategory' in localData
+        ? localData.selectedAccumulatedDepreciationCategory
+        : undefined;
+    const status = { code: 'new', label: 'New' };
+    const jeSchedulePayload = {
+        status,
+        vendor,
+        currency_code: scheduleTransaction.currency.currencyCode,
+        currency_symbol: scheduleTransaction.currency.currencySymbol,
+        period: localData.selectedMonths ?? null,
+        je_schedule_type: scheduleType,
+        posting_date: postingDate,
+        balance: scheduleTransaction.amount.amount,
+        start_date: firstJEScheduleDate,
+        end_date: lastJEScheduleDate,
+        je_credit_accounting_class_id: scheduleTransaction.classBase?.classId ?? null,
+        je_credit_account_id: isFixedAssets
+            ? (selectedAccumulatedDepreciationCategory ?? null)
+            : scheduleTransaction.account.accountId,
+        je_debit_account_id: localData.selectedAccount ?? null,
+        je_debit_accounting_class_id: localData.selectedClass ?? null,
+        other_attributes: assetId != null ? { asset_id: assetId } : {},
+        base_transaction: mapScheduleTransactionToBaseScheduleTransactionPayload(scheduleTransaction),
+    };
+    return {
+        ok: true,
+        payload: {
+            je_schedules: [jeSchedulePayload],
+            scheduled_journal_entries: mapNewJeDetailsToScheduledJournalEntryPayload(jeScheduleDetails),
+        },
+    };
+};