@zeniai/client-epic-state 5.1.61 → 5.1.62-betaRD2

package/lib/view/expenseAutomationView/reducers/jeSchedulesViewReducer.js

@@ -1,13 +1,14 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateRecommendationForAccountSettingsFailure = exports.updateRecommendationForAccountSettings = exports.updateJeScheduleTransactionKeys = exports.updateJeScheduleLocalDataById = exports.updateJESchedulesUIState = exports.updateAccountSettingsListForAccountTypesFailure = exports.updateAccountSettingsListForAccountTypes = exports.saveAccountSettingsSuccess = exports.saveAccountSettingsLocalData = exports.saveAccountSettingsFailure = exports.saveAccountSettings = exports.retryJeScheduleSuccess = exports.retryJeScheduleFailure = exports.retryJeSchedule = exports.removeJeScheduleTransactionKey = exports.removeJeScheduleLocalDataById = exports.removeFailedJeScheduleTransactionKey = exports.initializeJeScheduleLocalData = exports.initializeAccountSettingsView = exports.ignoreRecommendedJeScheduleSuccess = exports.ignoreRecommendedJeScheduleFailure = exports.ignoreRecommendedJeSchedule = exports.fetchRecommendationForAccountSettings = exports.fetchJeSchedulesSuccess = exports.fetchJeSchedulesPage = exports.fetchJeSchedulesFailure = exports.fetchJeSchedules = exports.fetchAccountSettingsListForAccountTypes = exports.clearJeScheduleLocalData = exports.clearJeAccountSettingsLocalData = exports.clearExpenseAutomationJESchedulesView = exports.initialState = exports.accountSettingsInitialState = void 0;
+exports.updateRecommendationForAccountSettingsFailure = exports.updateRecommendationForAccountSettings = exports.updateNewScheduleLocalData = exports.updateJeScheduleTransactionKeys = exports.updateJeScheduleLocalDataById = exports.updateJEScheduleTypeFilter = exports.updateJESchedulesUIState = exports.updateAccountSettingsListForAccountTypesFailure = exports.updateAccountSettingsListForAccountTypes = exports.toggleJEPendingGroupCollapsed = exports.toggleJECreatedGroupCollapsed = exports.searchTransactionsForNewScheduleSuccess = exports.searchTransactionsForNewScheduleFailure = exports.searchTransactionsForNewSchedule = exports.saveNewScheduleSuccess = exports.saveNewScheduleFailure = exports.saveNewSchedule = exports.saveAccountSettingsSuccess = exports.saveAccountSettingsLocalData = exports.saveAccountSettingsFailure = exports.saveAccountSettings = exports.retryJeScheduleSuccess = exports.retryJeScheduleFailure = exports.retryJeSchedule = exports.resetNewScheduleLocalData = exports.removeJeScheduleTransactionKey = exports.removeJeScheduleLocalDataById = exports.removeFailedJeScheduleTransactionKey = exports.initializeNewSchedule = exports.initializeJeScheduleLocalData = exports.initializeAccountSettingsView = exports.ignoreRecommendedJeScheduleSuccess = exports.ignoreRecommendedJeScheduleFailure = exports.ignoreRecommendedJeSchedule = exports.fetchRecommendationForAccountSettings = exports.fetchJeSchedulesSuccess = exports.fetchJeSchedulesPage = exports.fetchJeSchedulesFailure = exports.fetchJeSchedules = exports.fetchAccountSettingsListForAccountTypes = exports.clearSearchTransactionsForNewSchedule = exports.clearJeScheduleLocalData = exports.clearJeAccountSettingsLocalData = exports.clearExpenseAutomationJESchedulesView = exports.initialState = exports.searchTransactionsInitialState = exports.newScheduleInitialState = exports.getBaseNewScheduleLocalData = exports.accountSettingsInitialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const getNestedAccountIDHierarchyForReport_1 = require("../../../commonStateTypes/accountView/getNestedAccountIDHierarchyForReport");
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const accountPayload_1 = require("../../../entity/account/accountPayload");
 const jeSchedulesPayload_1 = require("../../../entity/jeSchedules/jeSchedulesPayload");
 const accountTypeRecommendationPayload_1 = require("../../accountMappingView/accountTypeRecommendation/accountTypeRecommendationPayload");
+const jeSchedulesViewState_1 = require("../types/jeSchedulesViewState");
 exports.accountSettingsInitialState = {
     localData: {
         selectedPrepaidExpensesAccountIds: [],
@@ -39,6 +40,20 @@ exports.accountSettingsInitialState = {
     accruedExpensesNestedAccountListHierarchy: [],
     accruedExpensesRecommendations: [],
 };
+const getBaseNewScheduleLocalData = (scheduleType) => ({
+    scheduleType,
+    jeScheduleDetails: [],
+});
+exports.getBaseNewScheduleLocalData = getBaseNewScheduleLocalData;
+exports.newScheduleInitialState = {
+    fixed_assets: (0, exports.getBaseNewScheduleLocalData)('fixed_assets'),
+    prepaid_expenses: (0, exports.getBaseNewScheduleLocalData)('prepaid_expenses'),
+};
+exports.searchTransactionsInitialState = {
+    searchResults: [],
+    fetchState: 'Not-Started',
+    error: undefined,
+};
 exports.initialState = {
     jeScheduleTransactionKeysByPeriod: {},
     failedJeScheduleTransactionKeysByPeriod: {},
@@ -46,9 +61,12 @@ exports.initialState = {
     ignoreStatusById: {},
     jeScheduleLocalDataById: {},
     uiState: {
-        searchString: '',
+        createdGroupCollapsed: false,
+        pendingGroupCollapsed: false,
         scrollPosition: { scrollTop: 0, scrollLeft: undefined },
-        selectedMainTab: 'pending_review',
+        searchString: '',
+        selectedJETypeFilter: null,
+        selectedPageTab: 'schedules',
         sortKey: 'transactionDate',
         sortOrder: 'descending',
         totalCount: 0,
@@ -59,6 +77,13 @@ exports.initialState = {
         error: undefined,
     },
     accountSettings: exports.accountSettingsInitialState,
+    newSchedule: {
+        newScheduleState: exports.newScheduleInitialState,
+        saveStatus: { fetchState: 'Not-Started', error: undefined },
+        searchTransactions: exports.searchTransactionsInitialState,
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
     fetchState: 'Not-Started',
     error: undefined,
     hasValidState() {
@@ -125,8 +150,8 @@ const expenseAutomationJESchedulesView = (0, toolkit_1.createSlice)({
             else {
                 draft.fetchState = 'Error';
                 draft.error = status;
+                draft.jeScheduleTransactionKeysByPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] = [];
             }
-            draft.jeScheduleTransactionKeysByPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] = [];
         },
         retryJeSchedule(draft, action) {
             const { scheduledJournalEntryID } = action.payload;
@@ -372,6 +397,91 @@ const expenseAutomationJESchedulesView = (0, toolkit_1.createSlice)({
         clearJeAccountSettingsLocalData(draft) {
             draft.accountSettings.localData = exports.accountSettingsInitialState.localData;
         },
+        initializeNewSchedule: {
+            prepare({ scheduleType, }) {
+                return { payload: { scheduleType } };
+            },
+            reducer() {
+                // Purely an epic-trigger action — the epic fans out the account/class
+                // list fetches plus resetNewScheduleLocalData.
+            },
+        },
+        resetNewScheduleLocalData: {
+            prepare({ scheduleType, }) {
+                return { payload: { scheduleType } };
+            },
+            reducer(draft, action) {
+                const { scheduleType } = action.payload;
+                draft.newSchedule.newScheduleState[scheduleType] =
+                    (0, exports.getBaseNewScheduleLocalData)(scheduleType);
+            },
+        },
+        updateNewScheduleLocalData(draft, action) {
+            const { scheduleType, localData } = action.payload;
+            draft.newSchedule.newScheduleState[scheduleType] = {
+                ...draft.newSchedule.newScheduleState[scheduleType],
+                ...localData,
+            };
+        },
+        searchTransactionsForNewSchedule: {
+            prepare({ query }) {
+                return { payload: { query } };
+            },
+            reducer(draft, action) {
+                const trimmed = action.payload.query.trim();
+                // Cleared or too-short query: no API (see epic) — reset immediately.
+                if (trimmed.length < jeSchedulesViewState_1.MIN_NEW_SCHEDULE_SEARCH_LENGTH) {
+                    draft.newSchedule.searchTransactions = exports.searchTransactionsInitialState;
+                    return;
+                }
+                draft.newSchedule.searchTransactions = {
+                    ...draft.newSchedule.searchTransactions,
+                    searchString: action.payload.query,
+                    fetchState: 'In-Progress',
+                };
+            },
+        },
+        searchTransactionsForNewScheduleSuccess(draft, action) {
+            draft.newSchedule.searchTransactions = {
+                ...draft.newSchedule.searchTransactions,
+                searchResults: action.payload.searchResults,
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        searchTransactionsForNewScheduleFailure(draft, action) {
+            draft.newSchedule.searchTransactions = {
+                ...draft.newSchedule.searchTransactions,
+                fetchState: 'Error',
+                error: action.payload.status,
+            };
+        },
+        clearSearchTransactionsForNewSchedule(draft) {
+            draft.newSchedule.searchTransactions = exports.searchTransactionsInitialState;
+        },
+        saveNewSchedule: {
+            prepare({ scheduleType, }) {
+                return { payload: { scheduleType } };
+            },
+            reducer(draft) {
+                draft.newSchedule.saveStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+        },
+        saveNewScheduleSuccess(draft) {
+            draft.newSchedule.saveStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        saveNewScheduleFailure(draft, action) {
+            draft.newSchedule.saveStatus = {
+                fetchState: 'Error',
+                error: action.payload.status,
+            };
+        },
         updateJESchedulesUIState(draft, action) {
             if (action.payload.sortKey != null) {
                 draft.uiState.sortKey = action.payload.sortKey;
@@ -385,16 +495,27 @@ const expenseAutomationJESchedulesView = (0, toolkit_1.createSlice)({
             if (action.payload.scrollPosition != null) {
                 draft.uiState.scrollPosition = action.payload.scrollPosition;
             }
-            if (action.payload.selectedMainTab != null) {
-                draft.uiState.selectedMainTab = action.payload.selectedMainTab;
+            if (action.payload.selectedPageTab != null) {
+                draft.uiState.selectedPageTab = action.payload.selectedPageTab;
             }
         },
+        updateJEScheduleTypeFilter(draft, action) {
+            draft.uiState.selectedJETypeFilter = action.payload;
+        },
+        toggleJEPendingGroupCollapsed(draft) {
+            draft.uiState.pendingGroupCollapsed =
+                !draft.uiState.pendingGroupCollapsed;
+        },
+        toggleJECreatedGroupCollapsed(draft) {
+            draft.uiState.createdGroupCollapsed =
+                !draft.uiState.createdGroupCollapsed;
+        },
         clearExpenseAutomationJESchedulesView(draft) {
             Object.assign(draft, exports.initialState);
         },
     },
 });
-_a = expenseAutomationJESchedulesView.actions, exports.clearExpenseAutomationJESchedulesView = _a.clearExpenseAutomationJESchedulesView, exports.clearJeAccountSettingsLocalData = _a.clearJeAccountSettingsLocalData, exports.clearJeScheduleLocalData = _a.clearJeScheduleLocalData, exports.fetchAccountSettingsListForAccountTypes = _a.fetchAccountSettingsListForAccountTypes, exports.fetchJeSchedules = _a.fetchJeSchedules, exports.fetchJeSchedulesFailure = _a.fetchJeSchedulesFailure, exports.fetchJeSchedulesPage = _a.fetchJeSchedulesPage, exports.fetchJeSchedulesSuccess = _a.fetchJeSchedulesSuccess, exports.fetchRecommendationForAccountSettings = _a.fetchRecommendationForAccountSettings, exports.ignoreRecommendedJeSchedule = _a.ignoreRecommendedJeSchedule, exports.ignoreRecommendedJeScheduleFailure = _a.ignoreRecommendedJeScheduleFailure, exports.ignoreRecommendedJeScheduleSuccess = _a.ignoreRecommendedJeScheduleSuccess, exports.initializeAccountSettingsView = _a.initializeAccountSettingsView, exports.initializeJeScheduleLocalData = _a.initializeJeScheduleLocalData, exports.removeFailedJeScheduleTransactionKey = _a.removeFailedJeScheduleTransactionKey, exports.removeJeScheduleLocalDataById = _a.removeJeScheduleLocalDataById, exports.removeJeScheduleTransactionKey = _a.removeJeScheduleTransactionKey, exports.retryJeSchedule = _a.retryJeSchedule, exports.retryJeScheduleFailure = _a.retryJeScheduleFailure, exports.retryJeScheduleSuccess = _a.retryJeScheduleSuccess, exports.saveAccountSettings = _a.saveAccountSettings, exports.saveAccountSettingsFailure = _a.saveAccountSettingsFailure, exports.saveAccountSettingsLocalData = _a.saveAccountSettingsLocalData, exports.saveAccountSettingsSuccess = _a.saveAccountSettingsSuccess, exports.updateAccountSettingsListForAccountTypes = _a.updateAccountSettingsListForAccountTypes, exports.updateAccountSettingsListForAccountTypesFailure = _a.updateAccountSettingsListForAccountTypesFailure, exports.updateJESchedulesUIState = _a.updateJESchedulesUIState, exports.updateJeScheduleLocalDataById = _a.updateJeScheduleLocalDataById, exports.updateJeScheduleTransactionKeys = _a.updateJeScheduleTransactionKeys, exports.updateRecommendationForAccountSettings = _a.updateRecommendationForAccountSettings, exports.updateRecommendationForAccountSettingsFailure = _a.updateRecommendationForAccountSettingsFailure;
+_a = expenseAutomationJESchedulesView.actions, exports.clearExpenseAutomationJESchedulesView = _a.clearExpenseAutomationJESchedulesView, exports.clearJeAccountSettingsLocalData = _a.clearJeAccountSettingsLocalData, exports.clearJeScheduleLocalData = _a.clearJeScheduleLocalData, exports.clearSearchTransactionsForNewSchedule = _a.clearSearchTransactionsForNewSchedule, exports.fetchAccountSettingsListForAccountTypes = _a.fetchAccountSettingsListForAccountTypes, exports.fetchJeSchedules = _a.fetchJeSchedules, exports.fetchJeSchedulesFailure = _a.fetchJeSchedulesFailure, exports.fetchJeSchedulesPage = _a.fetchJeSchedulesPage, exports.fetchJeSchedulesSuccess = _a.fetchJeSchedulesSuccess, exports.fetchRecommendationForAccountSettings = _a.fetchRecommendationForAccountSettings, exports.ignoreRecommendedJeSchedule = _a.ignoreRecommendedJeSchedule, exports.ignoreRecommendedJeScheduleFailure = _a.ignoreRecommendedJeScheduleFailure, exports.ignoreRecommendedJeScheduleSuccess = _a.ignoreRecommendedJeScheduleSuccess, exports.initializeAccountSettingsView = _a.initializeAccountSettingsView, exports.initializeJeScheduleLocalData = _a.initializeJeScheduleLocalData, exports.initializeNewSchedule = _a.initializeNewSchedule, exports.removeFailedJeScheduleTransactionKey = _a.removeFailedJeScheduleTransactionKey, exports.removeJeScheduleLocalDataById = _a.removeJeScheduleLocalDataById, exports.removeJeScheduleTransactionKey = _a.removeJeScheduleTransactionKey, exports.resetNewScheduleLocalData = _a.resetNewScheduleLocalData, exports.retryJeSchedule = _a.retryJeSchedule, exports.retryJeScheduleFailure = _a.retryJeScheduleFailure, exports.retryJeScheduleSuccess = _a.retryJeScheduleSuccess, exports.saveAccountSettings = _a.saveAccountSettings, exports.saveAccountSettingsFailure = _a.saveAccountSettingsFailure, exports.saveAccountSettingsLocalData = _a.saveAccountSettingsLocalData, exports.saveAccountSettingsSuccess = _a.saveAccountSettingsSuccess, exports.saveNewSchedule = _a.saveNewSchedule, exports.saveNewScheduleFailure = _a.saveNewScheduleFailure, exports.saveNewScheduleSuccess = _a.saveNewScheduleSuccess, exports.searchTransactionsForNewSchedule = _a.searchTransactionsForNewSchedule, exports.searchTransactionsForNewScheduleFailure = _a.searchTransactionsForNewScheduleFailure, exports.searchTransactionsForNewScheduleSuccess = _a.searchTransactionsForNewScheduleSuccess, exports.toggleJECreatedGroupCollapsed = _a.toggleJECreatedGroupCollapsed, exports.toggleJEPendingGroupCollapsed = _a.toggleJEPendingGroupCollapsed, exports.updateAccountSettingsListForAccountTypes = _a.updateAccountSettingsListForAccountTypes, exports.updateAccountSettingsListForAccountTypesFailure = _a.updateAccountSettingsListForAccountTypesFailure, exports.updateJESchedulesUIState = _a.updateJESchedulesUIState, exports.updateJEScheduleTypeFilter = _a.updateJEScheduleTypeFilter, exports.updateJeScheduleLocalDataById = _a.updateJeScheduleLocalDataById, exports.updateJeScheduleTransactionKeys = _a.updateJeScheduleTransactionKeys, exports.updateNewScheduleLocalData = _a.updateNewScheduleLocalData, exports.updateRecommendationForAccountSettings = _a.updateRecommendationForAccountSettings, exports.updateRecommendationForAccountSettingsFailure = _a.updateRecommendationForAccountSettingsFailure;
 exports.default = expenseAutomationJESchedulesView.reducer;
 const doUpdateRecommendationForAccountSettings = (draft, payload) => {
     const { prepaidExpensesRecommendations, fixedAssetsRecommendations, accruedExpensesRecommendations, } = (0, accountTypeRecommendationPayload_1.mapAccountTypeRecommendationPayloadToAccountRecommendationByType)(payload);

package/lib/view/expenseAutomationView/selectorTypes/jeNewScheduleViewSelectorTypes.d.ts

@@ -0,0 +1,25 @@
+import { NestedAccountHierarchyForReport } from '../../../commonStateTypes/accountView/nestedAccountID';
+import { NestedClassHierarchyForReport } from '../../../commonStateTypes/classesView/nestedClassID';
+import { FetchStateAndError, ID } from '../../../commonStateTypes/common';
+import { SelectorView } from '../../../commonStateTypes/viewAndReport/viewAndReport';
+import { AccountBase } from '../../../entity/account/accountState';
+import { ClassBase } from '../../../entity/class/classState';
+import { ScheduleTypes } from '../../../entity/jeSchedules/jeSchedulesTypes';
+import { SupportedTransaction } from '../../../entity/transaction/transactionState';
+import { NewScheduleLocalData, NewScheduleLocalDataFixedAssets } from '../types/jeSchedulesViewState';
+export interface NewScheduleSearchTransactionsView {
+    searchTransactionsFetchState: FetchStateAndError;
+    searchTransactionsResults: SupportedTransaction[];
+    selectableBaseTransactionIds: ID[];
+    searchTransactionsString?: string;
+}
+export interface NewScheduleView extends SelectorView, NewScheduleSearchTransactionsView {
+    accountListNestedAccountHierarchy: NestedAccountHierarchyForReport[];
+    allAccountList: AccountBase[];
+    allClassList: ClassBase[];
+    classListNestedAccountHierarchy: NestedClassHierarchyForReport[];
+    newScheduleLocalData: NewScheduleLocalData | NewScheduleLocalDataFixedAssets;
+    scheduleType: ScheduleTypes;
+    allDepreciationAccountList?: AccountBase[];
+    allDepreciationAccountListNestedAccountHierarchy?: NestedAccountHierarchyForReport[];
+}

package/lib/view/expenseAutomationView/selectorTypes/jeNewScheduleViewSelectorTypes.js

@@ -0,0 +1,2 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });

package/lib/view/expenseAutomationView/selectorTypes/jeSchedulesSelectorTypes.d.ts

@@ -5,11 +5,30 @@ import { SelectorView } from '../../../commonStateTypes/viewAndReport/viewAndRep
 import { AccountBase } from '../../../entity/account/accountState';
 import { ClassBase } from '../../../entity/class/classState';
 import { JEScheduledTransaction } from '../../../entity/jeSchedules/jeSchedulesSelector';
-import { JEScheduleTransactionKey } from '../../../entity/jeSchedules/jeSchedulesTypes';
+import { JEScheduleTransactionKey, ScheduleTypes } from '../../../entity/jeSchedules/jeSchedulesTypes';
 import { UncategorizedAccounts } from '../../accountList/accountListSelector';
 import { JEAccountSettingsView } from '../selectorTypes/jeAccountSettingsViewSelectorTypes';
+import { NewScheduleView } from '../selectorTypes/jeNewScheduleViewSelectorTypes';
 import { JEScheduledTransactionWithFailedEntries } from '../selectors/jeSchedulesViewSelector';
 import { JEScheduleLocalData, JESchedulesViewUIState } from '../types/jeSchedulesViewState';
+export interface JEKpiSummary {
+    aiAccountant: {
+        amount: number;
+        count: number;
+    };
+    manual: {
+        amount: number;
+        count: number;
+    };
+    needsReview: {
+        amount: number;
+        count: number;
+    };
+    total: {
+        amount: number;
+        count: number;
+    };
+}
 export interface ExpenseAutomationJESchedulesViewSelector extends SelectorView {
     accountListNestedAccountHierarchy: NestedAccountHierarchyForReport[];
     accountSettingsView: JEAccountSettingsView;
@@ -18,13 +37,19 @@ export interface ExpenseAutomationJESchedulesViewSelector extends SelectorView {
     allDepreciationAccountList: AccountBase[];
     allDepreciationAccountListNestedAccountHierarchy: NestedAccountHierarchyForReport[];
     classListNestedAccountHierarchy: NestedClassHierarchyForReport[];
-    completedSchedules: JEScheduledTransaction[];
     completionStatus: CompletionStatusType;
-    draftSchedules: JEScheduledTransaction[];
+    createdSchedules: JEScheduledTransaction[];
+    createdTotal: number;
     ignoreStatusById: Record<JEScheduleTransactionKey, FetchStateAndError>;
     jeScheduleLocalDataById: Record<ID, JEScheduleLocalData>;
-    ongoingSchedules: JEScheduledTransaction[];
+    jeScheduleTypeCounts: {
+        active: Record<ScheduleTypes, number>;
+        ongoing: Record<ScheduleTypes, number>;
+    };
+    kpiSummary: JEKpiSummary;
+    newScheduleView: NewScheduleView | undefined;
     pendingReviewSchedules: (JEScheduledTransaction | JEScheduledTransactionWithFailedEntries)[];
+    pendingReviewTotal: number;
     postStatusById: Record<ID, FetchStateAndError>;
     refreshStatus: FetchStateAndError;
     resolveSchedules: JEScheduledTransactionWithFailedEntries[];

package/lib/view/expenseAutomationView/selectors/jeNewScheduleViewSelector.d.ts

@@ -0,0 +1,10 @@
+import { RootState } from '../../../reducer';
+import { NewScheduleSearchTransactionsView, NewScheduleView } from '../selectorTypes/jeNewScheduleViewSelectorTypes';
+/**
+ * The Base Transaction search is shared across schedule types (one search
+ * box, not one per prepaid_expenses/fixed_assets) — split out from
+ * getNewScheduleView so a consumer can read it without supplying an
+ * otherwise-irrelevant scheduleType.
+ */
+export declare const getNewScheduleSearchTransactionsView: (state: RootState) => NewScheduleSearchTransactionsView;
+export declare const getNewScheduleView: (state: RootState, scheduleType: "fixed_assets" | "prepaid_expenses") => NewScheduleView;

package/lib/view/expenseAutomationView/selectors/jeNewScheduleViewSelector.js

@@ -0,0 +1,76 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.getNewScheduleView = exports.getNewScheduleSearchTransactionsView = void 0;
+const accountSelector_1 = require("../../../entity/account/accountSelector");
+const transactionSelector_1 = require("../../../entity/transaction/transactionSelector");
+const accountListSelector_1 = require("../../accountList/accountListSelector");
+const classListSelector_1 = require("../../classList/classListSelector");
+const scheduleDetailLocalDataHelper_1 = require("../../scheduleView/scheduleDetailView/scheduleDetailLocalDataHelper");
+const scheduleDetailSelector_1 = require("../../scheduleView/scheduleDetailView/scheduleDetailSelector");
+const scheduleListHelper_1 = require("../../scheduleView/scheduleListView/scheduleListHelper");
+const newScheduleLocalDataHelper_1 = require("../helpers/newScheduleLocalDataHelper");
+/**
+ * The Base Transaction search is shared across schedule types (one search
+ * box, not one per prepaid_expenses/fixed_assets) — split out from
+ * getNewScheduleView so a consumer can read it without supplying an
+ * otherwise-irrelevant scheduleType.
+ */
+const getNewScheduleSearchTransactionsView = (state) => {
+    const { searchTransactions } = state.expenseAutomationJESchedulesViewState.newSchedule;
+    const searchTransactionsResults = (0, transactionSelector_1.getSupportedTransactionsByIds)(state.transactionState, searchTransactions.searchResults);
+    return {
+        searchTransactionsResults,
+        selectableBaseTransactionIds: searchTransactionsResults
+            .filter(newScheduleLocalDataHelper_1.isSupportedTransactionSelectableForNewSchedule)
+            .map((transaction) => transaction.id),
+        searchTransactionsFetchState: {
+            fetchState: searchTransactions.fetchState,
+            error: searchTransactions.error,
+        },
+        searchTransactionsString: searchTransactions.searchString,
+    };
+};
+exports.getNewScheduleSearchTransactionsView = getNewScheduleSearchTransactionsView;
+const getNewScheduleView = (state, scheduleType) => {
+    const { accountState, accountListState, classState, classListState } = state;
+    const { newSchedule } = state.expenseAutomationJESchedulesViewState;
+    const searchTransactionsView = (0, exports.getNewScheduleSearchTransactionsView)(state);
+    const accountType = (0, scheduleListHelper_1.getAccountsTypesForScheduleEpics)();
+    const newScheduleAccountTypes = (0, scheduleDetailLocalDataHelper_1.getAccountsTypesForScheduleDetails)(scheduleType);
+    const newScheduleAccountIds = (0, accountSelector_1.getAccountIdsForTypes)(accountState, newScheduleAccountTypes);
+    const allAccountList = (0, accountListSelector_1.getAccountList)(accountState, accountListState, accountType.accountListKey);
+    const filteredAccounts = allAccountList.accounts.filter((account) => newScheduleAccountIds.includes(account.accountId));
+    const accountListNestedAccountHierarchy = (0, scheduleDetailSelector_1.filterNestedAccountHierarchyById)((0, accountListSelector_1.getNestedAccountListHierarchy)(accountListState, accountType.accountListKey), filteredAccounts.map((account) => account.accountId));
+    const allClassList = (0, classListSelector_1.getClassList)(classState, classListState);
+    const classListNestedAccountHierarchy = (0, classListSelector_1.getNestedClassListHierarchy)(classListState);
+    let allDepreciationAccountList;
+    let allDepreciationAccountListNestedAccountHierarchy;
+    if (scheduleType === 'fixed_assets') {
+        const depreciationCategoryIds = (0, accountSelector_1.getAccountIdsForTypes)(accountState, [
+            'fixed_assets',
+            'other_assets',
+        ]);
+        const accountLabel = (0, scheduleListHelper_1.getAccountLabelForScheduleType)('fixed_assets');
+        const fixedAssetLabelAccountIds = accountLabel != null
+            ? (0, accountListSelector_1.getAccountIdsForLabel)(accountListState, accountType.accountListKey, accountLabel)
+            : [];
+        allDepreciationAccountList = allAccountList.accounts.filter((account) => depreciationCategoryIds.includes(account.accountId) &&
+            !fixedAssetLabelAccountIds.includes(account.accountId));
+        allDepreciationAccountListNestedAccountHierarchy =
+            (0, scheduleDetailSelector_1.filterNestedAccountHierarchyById)((0, accountListSelector_1.getNestedAccountListHierarchy)(accountListState, accountType.accountListKey), allDepreciationAccountList.map((account) => account.accountId));
+    }
+    return {
+        scheduleType,
+        accountListNestedAccountHierarchy,
+        allAccountList: filteredAccounts,
+        allClassList: allClassList.classes,
+        allDepreciationAccountList,
+        allDepreciationAccountListNestedAccountHierarchy,
+        classListNestedAccountHierarchy,
+        newScheduleLocalData: newSchedule.newScheduleState[scheduleType],
+        ...searchTransactionsView,
+        fetchState: newSchedule.fetchState,
+        error: newSchedule.error,
+    };
+};
+exports.getNewScheduleView = getNewScheduleView;

package/lib/view/expenseAutomationView/selectors/jeSchedulesViewSelector.d.ts

@@ -1,6 +1,7 @@
 import { JEScheduledTransaction, ScheduledJournalEntry } from '../../../entity/jeSchedules/jeSchedulesSelector';
 import { RootState } from '../../../reducer';
 import { ExpenseAutomationJESchedulesViewSelector } from '../selectorTypes/jeSchedulesSelectorTypes';
+export declare const isAiAccountantSchedule: (schedule: JEScheduledTransaction | JEScheduledTransactionWithFailedEntries) => boolean;
 export declare function getExpenseAutomationJESchedulesView(state: RootState): ExpenseAutomationJESchedulesViewSelector;
 export interface JEScheduledTransactionWithFailedEntries extends Omit<JEScheduledTransaction, 'scheduledJournalEntry'> {
     scheduledJournalEntry: ScheduledJournalEntry;

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

@@ -3,6 +3,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
     return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
+exports.isAiAccountantSchedule = void 0;
 exports.getExpenseAutomationJESchedulesView = getExpenseAutomationJESchedulesView;
 const omit_1 = __importDefault(require("lodash/omit"));
 const orderBy_1 = __importDefault(require("lodash/orderBy"));
@@ -10,6 +11,7 @@ const reduceFetchState_1 = require("../../../commonStateTypes/reduceFetchState")
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const accountSelector_1 = require("../../../entity/account/accountSelector");
 const jeSchedulesSelector_1 = require("../../../entity/jeSchedules/jeSchedulesSelector");
+const jeSchedulesTypes_1 = require("../../../entity/jeSchedules/jeSchedulesTypes");
 const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
 const accountListSelector_1 = require("../../accountList/accountListSelector");
 const classListSelector_1 = require("../../classList/classListSelector");
@@ -18,6 +20,21 @@ const scheduleDetailSelector_1 = require("../../scheduleView/scheduleDetailView/
 const scheduleListHelper_1 = require("../../scheduleView/scheduleListView/scheduleListHelper");
 const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
 const jeAccountSettingsViewSelector_1 = require("./jeAccountSettingsViewSelector");
+const jeNewScheduleViewSelector_1 = require("./jeNewScheduleViewSelector");
+// Matches the AI-automation user addresses webc's schedule list row already
+// checks (JEScheduleReadOnlyListRow/JEScheduleDraftListRow "Method" column,
+// strings.ts aiBotEmail/botEmail) to determine whether a schedule was
+// created by the AI accountant vs. a human.
+const AI_BOT_EMAIL = 'ai@zeni.ai';
+const BOT_EMAIL = 'bot@zeni.ai';
+// Exported (rather than kept as a closure inside the selector) so it can be
+// unit-tested directly — confidenceScore is a separate, more narrowly
+// populated field that can be null on a schedule the bot user created,
+// which previously caused these schedules to display as "AI Accountant" in
+// the list but count under "Manual" in the KPI summary.
+const isAiAccountantSchedule = (schedule) => schedule.createdByUser?.email === AI_BOT_EMAIL ||
+    schedule.createdByUser?.email === BOT_EMAIL;
+exports.isAiAccountantSchedule = isAiAccountantSchedule;
 function getJEScheduleSortAccessor(sortKey) {
     switch (sortKey) {
         case 'vendor':
@@ -59,7 +76,7 @@ function getJEScheduleSortAccessor(sortKey) {
         case 'totalAmount':
             return (s) => s.baseTransaction.amount.amount;
         case 'transactionDate':
-            return (s) => s.baseTransaction.date.valueOf();
+            return (s) => s.createTime?.valueOf();
         case 'memo':
             return (s) => s.baseTransaction.memo?.toLowerCase();
         default:
@@ -74,8 +91,12 @@ function getExpenseAutomationJESchedulesView(state) {
     const jeScheduledTransaction = [];
     const failedJeScheduledTransaction = [];
     const { accountState, accountListState, classState, classListState, expenseAutomationJESchedulesViewState, expenseAutomationViewState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
-    const { jeScheduleTransactionKeysByPeriod, failedJeScheduleTransactionKeysByPeriod, jeScheduleLocalDataById, postStatusById, ignoreStatusById, uiState, error, fetchState, refreshStatus, } = expenseAutomationJESchedulesViewState;
+    const { jeScheduleTransactionKeysByPeriod, failedJeScheduleTransactionKeysByPeriod, jeScheduleLocalDataById, postStatusById, ignoreStatusById, uiState, error, fetchState, refreshStatus, newSchedule, } = expenseAutomationJESchedulesViewState;
     const accountSettingsView = (0, jeAccountSettingsViewSelector_1.getJEAccountSettingsView)(state);
+    const newScheduleView = newSchedule.selectedDetailScheduleType === 'fixed_assets' ||
+        newSchedule.selectedDetailScheduleType === 'prepaid_expenses'
+        ? (0, jeNewScheduleViewSelector_1.getNewScheduleView)(state, newSchedule.selectedDetailScheduleType)
+        : undefined;
     const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
     const { selectedPeriodByTenantId } = expenseAutomationViewState;
     const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
@@ -119,11 +140,7 @@ function getExpenseAutomationJESchedulesView(state) {
         const jeScheduleDetails = (0, jeSchedulesSelector_1.getJEScheduledTransactionByJEScheduleTransactionKey)(jeScheduleKey, state);
         failedJeScheduledTransaction.push(jeScheduleDetails);
     });
-    const { sortKey, sortOrder } = uiState;
-    const draftSchedules = sortJEScheduledTransactions(jeScheduledTransaction.filter((schedule) => schedule.status.code === 'draft'), sortKey, sortOrder);
-    const ongoingSchedules = sortJEScheduledTransactions(jeScheduledTransaction.filter((schedule) => schedule.status.code === 'ongoing'), sortKey, sortOrder);
-    const completedSchedules = sortJEScheduledTransactions(jeScheduledTransaction.filter((schedule) => schedule.status.code === 'completed' ||
-        schedule.status.code === 'marked_as_completed'), sortKey, sortOrder);
+    const { sortKey, sortOrder, selectedJETypeFilter } = uiState;
     const unsortedResolveSchedules = [];
     failedJeScheduledTransaction.forEach((schedule) => {
         schedule.scheduledJournalEntry.forEach((journalEntry) => {
@@ -136,9 +153,42 @@ function getExpenseAutomationJESchedulesView(state) {
     const resolveSchedules = sortJEScheduledTransactions(unsortedResolveSchedules, sortKey, sortOrder);
     const validResolveForPending = unsortedResolveSchedules.filter((r) => jeScheduleLocalDataById[r.scheduledJournalEntry.scheduledJournalEntryID] != null);
     const pendingReviewSchedules = sortJEScheduledTransactions([
-        ...jeScheduledTransaction.filter((schedule) => schedule.status.code === 'draft'),
+        ...jeScheduledTransaction.filter((schedule) => schedule.status.code === 'draft' &&
+            (selectedJETypeFilter == null ||
+                schedule.jeScheduleType === selectedJETypeFilter)),
         ...validResolveForPending,
     ], sortKey, sortOrder);
+    const createdSchedules = sortJEScheduledTransactions(jeScheduledTransaction.filter((schedule) => (schedule.status.code === 'ongoing' ||
+        schedule.status.code === 'completed' ||
+        schedule.status.code === 'marked_as_completed') &&
+        (selectedJETypeFilter == null ||
+            schedule.jeScheduleType === selectedJETypeFilter)), sortKey, sortOrder);
+    // KPI summary — derived from unfiltered schedules so counts are always accurate
+    const allSchedules = jeScheduledTransaction;
+    const sumAmount = (schedules) => schedules.reduce((total, schedule) => total + (schedule.baseTransaction.amount.amount ?? 0), 0);
+    const pendingReviewTotal = sumAmount(pendingReviewSchedules);
+    const createdTotal = sumAmount(createdSchedules);
+    const aiAccountantSchedules = allSchedules.filter(exports.isAiAccountantSchedule);
+    const manualSchedules = allSchedules.filter((schedule) => !(0, exports.isAiAccountantSchedule)(schedule));
+    const pendingUnfiltered = allSchedules.filter((schedule) => schedule.status.code === 'draft');
+    const kpiSummary = {
+        aiAccountant: {
+            count: aiAccountantSchedules.length,
+            amount: sumAmount(aiAccountantSchedules),
+        },
+        manual: {
+            count: manualSchedules.length,
+            amount: sumAmount(manualSchedules),
+        },
+        needsReview: {
+            count: pendingUnfiltered.length,
+            amount: sumAmount(pendingUnfiltered),
+        },
+        total: {
+            count: allSchedules.length,
+            amount: sumAmount(allSchedules),
+        },
+    };
     const allSteps = monthYearPeriodId != null
         ? (0, expenseAutomationViewSelectorTypes_1.getAllSteps)(monthEndCloseChecksState, monthYearPeriodId, currentTenant.tenantId)
         : [];
@@ -151,6 +201,22 @@ function getExpenseAutomationJESchedulesView(state) {
         { fetchState, error },
         monthEndFetchState,
     ]);
+    const countByType = (schedules) => {
+        const counts = jeSchedulesTypes_1.ALL_SCHEDULES_TYPES.reduce((acc, type) => ({ ...acc, [type]: 0 }), {});
+        schedules.forEach((schedule) => {
+            if (schedule.jeScheduleType != null) {
+                counts[schedule.jeScheduleType] += 1;
+            }
+        });
+        return counts;
+    };
+    const jeScheduleTypeCounts = {
+        active: countByType(allSchedules.filter((schedule) => schedule.status.code === 'draft' ||
+            schedule.status.code === 'ongoing' ||
+            schedule.status.code === 'completed' ||
+            schedule.status.code === 'marked_as_completed')),
+        ongoing: countByType(allSchedules.filter((schedule) => schedule.status.code === 'ongoing')),
+    };
     return {
         uncategorizedAccounts,
         allDepreciationAccountList: filteredDepAccounts,
@@ -159,12 +225,15 @@ function getExpenseAutomationJESchedulesView(state) {
         allAccountList: filteredAccounts,
         accountListNestedAccountHierarchy,
         allClassList: allClasses,
-        completedSchedules,
-        draftSchedules,
-        ongoingSchedules,
+        createdSchedules,
+        createdTotal,
+        jeScheduleTypeCounts,
+        kpiSummary,
         pendingReviewSchedules,
+        pendingReviewTotal,
         resolveSchedules: resolveSchedules,
         accountSettingsView,
+        newScheduleView,
         postStatusById: postStatusById,
         ignoreStatusById: ignoreStatusById,
         fetchState: reducedFetchStatus.fetchState,

package/lib/view/expenseAutomationView/types/jeSchedulesViewState.d.ts

@@ -1,22 +1,29 @@
 import { NestedAccountHierarchyForReport } from '../../../commonStateTypes/accountView/nestedAccountID';
+import { Amount } from '../../../commonStateTypes/amount';
 import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
 import { Recommendation } from '../../../commonStateTypes/recommendationBase';
 import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
-import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
+import { MonthYearPeriodId, ScheduleDaysOfMonth } from '../../../commonStateTypes/timePeriod';
 import { AccountBase } from '../../../entity/account/accountState';
-import { JEScheduleTransactionKey, ScheduleTypes } from '../../../entity/jeSchedules/jeSchedulesTypes';
+import { JEScheduleTransactionKey, ScheduleJournalEntryStatusCodeType, ScheduleTypes } from '../../../entity/jeSchedules/jeSchedulesTypes';
+import { TransactionID } from '../../../entity/transaction/stateTypes/transaction';
 import { VendorBase } from '../../../entity/vendor/vendorState';
-export declare const toJEScheduleSortKey: (v: string) => "vendor" | "type" | "category" | "class" | "memo" | "transactionDate" | "totalAmount" | "runningBalance" | "depCategory" | "scheduleCategory" | "startMonth" | "amortizationPeriod" | "jePostingDate" | "remainingMonths";
+import { ZeniDate } from '../../../zeniDayJS';
+import { JETransactionLink } from '../../scheduleView/scheduleDetailView/scheduleDetailState';
+export declare const toJEScheduleSortKey: (v: string) => "vendor" | "type" | "category" | "class" | "memo" | "transactionDate" | "totalAmount" | "runningBalance" | "jePostingDate" | "depCategory" | "scheduleCategory" | "startMonth" | "amortizationPeriod" | "remainingMonths";
 export type JEScheduleSortKey = ReturnType<typeof toJEScheduleSortKey>;
-export declare const toJEScheduleMainTab: (v: string) => "completed" | "pending_review" | "ongoing";
-export type JEScheduleMainTab = ReturnType<typeof toJEScheduleMainTab>;
+export declare const toJEPageTab: (v: string) => "schedules" | "existing_schedules";
+export type JEPageTab = ReturnType<typeof toJEPageTab>;
 export interface JESchedulesViewUIState {
+    createdGroupCollapsed: boolean;
+    pendingGroupCollapsed: boolean;
     scrollPosition: {
         scrollTop: number;
         scrollLeft?: number;
     } | undefined;
     searchString: string;
-    selectedMainTab: JEScheduleMainTab;
+    selectedJETypeFilter: ScheduleTypes | null;
+    selectedPageTab: JEPageTab;
     sortKey: JEScheduleSortKey;
     sortOrder: SortOrder;
     totalCount: number;
@@ -37,10 +44,50 @@ export interface JESchedulesViewState extends FetchedState {
     ignoreStatusById: Record<JEScheduleTransactionKey, FetchStateAndError>;
     jeScheduleLocalDataById: Record<ID, JEScheduleLocalData>;
     jeScheduleTransactionKeysByPeriod: Record<MonthYearPeriodId, JEScheduleTransactionKey[]>;
+    newSchedule: NewJeScheduleState;
     postStatusById: Record<ID, FetchStateAndError>;
     refreshStatus: FetchStateAndError;
     uiState: JESchedulesViewUIState;
 }
+export interface NewJeDetailLocalData {
+    amount: Amount;
+    jeLink: JETransactionLink;
+    memo: string;
+    postingDate: ZeniDate;
+    postingStatus: ScheduleJournalEntryStatusCodeType;
+    runningBalance: Amount;
+}
+export interface NewScheduleLocalData {
+    jeScheduleDetails: NewJeDetailLocalData[];
+    scheduleType: ScheduleTypes;
+    lastDayOfMonth?: boolean;
+    selectedAccount?: ID;
+    selectedBaseTransactionId?: TransactionID;
+    selectedClass?: ID;
+    selectedDate?: ZeniDate;
+    selectedDayOfMonth?: ScheduleDaysOfMonth;
+    selectedJEScheduleKey?: JEScheduleTransactionKey;
+    selectedMonths?: number;
+    selectedVendor?: VendorBase;
+}
+export interface NewScheduleLocalDataFixedAssets extends NewScheduleLocalData {
+    assetId?: string;
+    selectedAccumulatedDepreciationCategory?: ID;
+}
+export interface SearchTransactionsState extends FetchStateAndError {
+    searchResults: ID[];
+    searchString?: string;
+}
+export declare const MIN_NEW_SCHEDULE_SEARCH_LENGTH = 2;
+export interface NewJeScheduleState extends FetchStateAndError {
+    newScheduleState: {
+        fixed_assets: NewScheduleLocalDataFixedAssets;
+        prepaid_expenses: NewScheduleLocalData;
+    };
+    saveStatus: FetchStateAndError;
+    searchTransactions: SearchTransactionsState;
+    selectedDetailScheduleType?: ScheduleTypes;
+}
 export interface AccountSettingsLocalData {
     previousAccruedExpensesAccount: AccountBase[];
     previousFixedAssetsAccount: AccountBase[];