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

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

@@ -4,6 +4,7 @@ import { toMonthYearPeriodId, } from '../../../commonStateTypes/timePeriod';
 import { mapAccountBasePayloadToAccountBase, mapAccountMetadataPayloadToAccountMetadata, } from '../../../entity/account/accountPayload';
 import { getJEScheduleTransactionDetailKeyPayload, } from '../../../entity/jeSchedules/jeSchedulesPayload';
 import { mapAccountTypeRecommendationPayloadToAccountRecommendationByType, } from '../../accountMappingView/accountTypeRecommendation/accountTypeRecommendationPayload';
+import { MIN_NEW_SCHEDULE_SEARCH_LENGTH, } from '../types/jeSchedulesViewState';
 export const accountSettingsInitialState = {
     localData: {
         selectedPrepaidExpensesAccountIds: [],
@@ -35,6 +36,19 @@ export const accountSettingsInitialState = {
     accruedExpensesNestedAccountListHierarchy: [],
     accruedExpensesRecommendations: [],
 };
+export const getBaseNewScheduleLocalData = (scheduleType) => ({
+    scheduleType,
+    jeScheduleDetails: [],
+});
+export const newScheduleInitialState = {
+    fixed_assets: getBaseNewScheduleLocalData('fixed_assets'),
+    prepaid_expenses: getBaseNewScheduleLocalData('prepaid_expenses'),
+};
+export const searchTransactionsInitialState = {
+    searchResults: [],
+    fetchState: 'Not-Started',
+    error: undefined,
+};
 export const initialState = {
     jeScheduleTransactionKeysByPeriod: {},
     failedJeScheduleTransactionKeysByPeriod: {},
@@ -42,9 +56,12 @@ export const 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,
@@ -55,6 +72,13 @@ export const initialState = {
         error: undefined,
     },
     accountSettings: accountSettingsInitialState,
+    newSchedule: {
+        newScheduleState: newScheduleInitialState,
+        saveStatus: { fetchState: 'Not-Started', error: undefined },
+        searchTransactions: searchTransactionsInitialState,
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
     fetchState: 'Not-Started',
     error: undefined,
     hasValidState() {
@@ -121,8 +145,8 @@ const expenseAutomationJESchedulesView = createSlice({
             else {
                 draft.fetchState = 'Error';
                 draft.error = status;
+                draft.jeScheduleTransactionKeysByPeriod[toMonthYearPeriodId(selectedPeriod)] = [];
             }
-            draft.jeScheduleTransactionKeysByPeriod[toMonthYearPeriodId(selectedPeriod)] = [];
         },
         retryJeSchedule(draft, action) {
             const { scheduledJournalEntryID } = action.payload;
@@ -368,6 +392,91 @@ const expenseAutomationJESchedulesView = createSlice({
         clearJeAccountSettingsLocalData(draft) {
             draft.accountSettings.localData = 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] =
+                    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 < MIN_NEW_SCHEDULE_SEARCH_LENGTH) {
+                    draft.newSchedule.searchTransactions = 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 = 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;
@@ -381,16 +490,27 @@ const expenseAutomationJESchedulesView = 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, initialState);
         },
     },
 });
-export const { clearExpenseAutomationJESchedulesView, clearJeAccountSettingsLocalData, clearJeScheduleLocalData, fetchAccountSettingsListForAccountTypes, fetchJeSchedules, fetchJeSchedulesFailure, fetchJeSchedulesPage, fetchJeSchedulesSuccess, fetchRecommendationForAccountSettings, ignoreRecommendedJeSchedule, ignoreRecommendedJeScheduleFailure, ignoreRecommendedJeScheduleSuccess, initializeAccountSettingsView, initializeJeScheduleLocalData, removeFailedJeScheduleTransactionKey, removeJeScheduleLocalDataById, removeJeScheduleTransactionKey, retryJeSchedule, retryJeScheduleFailure, retryJeScheduleSuccess, saveAccountSettings, saveAccountSettingsFailure, saveAccountSettingsLocalData, saveAccountSettingsSuccess, updateAccountSettingsListForAccountTypes, updateAccountSettingsListForAccountTypesFailure, updateJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, updateRecommendationForAccountSettings, updateRecommendationForAccountSettingsFailure, } = expenseAutomationJESchedulesView.actions;
+export const { clearExpenseAutomationJESchedulesView, clearJeAccountSettingsLocalData, clearJeScheduleLocalData, clearSearchTransactionsForNewSchedule, fetchAccountSettingsListForAccountTypes, fetchJeSchedules, fetchJeSchedulesFailure, fetchJeSchedulesPage, fetchJeSchedulesSuccess, fetchRecommendationForAccountSettings, ignoreRecommendedJeSchedule, ignoreRecommendedJeScheduleFailure, ignoreRecommendedJeScheduleSuccess, initializeAccountSettingsView, initializeJeScheduleLocalData, initializeNewSchedule, removeFailedJeScheduleTransactionKey, removeJeScheduleLocalDataById, removeJeScheduleTransactionKey, resetNewScheduleLocalData, retryJeSchedule, retryJeScheduleFailure, retryJeScheduleSuccess, saveAccountSettings, saveAccountSettingsFailure, saveAccountSettingsLocalData, saveAccountSettingsSuccess, saveNewSchedule, saveNewScheduleFailure, saveNewScheduleSuccess, searchTransactionsForNewSchedule, searchTransactionsForNewScheduleFailure, searchTransactionsForNewScheduleSuccess, toggleJECreatedGroupCollapsed, toggleJEPendingGroupCollapsed, updateAccountSettingsListForAccountTypes, updateAccountSettingsListForAccountTypesFailure, updateJESchedulesUIState, updateJEScheduleTypeFilter, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, updateNewScheduleLocalData, updateRecommendationForAccountSettings, updateRecommendationForAccountSettingsFailure, } = expenseAutomationJESchedulesView.actions;
 export default expenseAutomationJESchedulesView.reducer;
 const doUpdateRecommendationForAccountSettings = (draft, payload) => {
     const { prepaidExpensesRecommendations, fixedAssetsRecommendations, accruedExpensesRecommendations, } = mapAccountTypeRecommendationPayloadToAccountRecommendationByType(payload);

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

@@ -0,0 +1 @@
+export {};

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

@@ -0,0 +1,71 @@
+import { getAccountIdsForTypes } from '../../../entity/account/accountSelector';
+import { getSupportedTransactionsByIds } from '../../../entity/transaction/transactionSelector';
+import { getAccountIdsForLabel, getAccountList, getNestedAccountListHierarchy, } from '../../accountList/accountListSelector';
+import { getClassList, getNestedClassListHierarchy, } from '../../classList/classListSelector';
+import { getAccountsTypesForScheduleDetails } from '../../scheduleView/scheduleDetailView/scheduleDetailLocalDataHelper';
+import { filterNestedAccountHierarchyById } from '../../scheduleView/scheduleDetailView/scheduleDetailSelector';
+import { getAccountLabelForScheduleType, getAccountsTypesForScheduleEpics, } from '../../scheduleView/scheduleListView/scheduleListHelper';
+import { isSupportedTransactionSelectableForNewSchedule } from '../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.
+ */
+export const getNewScheduleSearchTransactionsView = (state) => {
+    const { searchTransactions } = state.expenseAutomationJESchedulesViewState.newSchedule;
+    const searchTransactionsResults = getSupportedTransactionsByIds(state.transactionState, searchTransactions.searchResults);
+    return {
+        searchTransactionsResults,
+        selectableBaseTransactionIds: searchTransactionsResults
+            .filter(isSupportedTransactionSelectableForNewSchedule)
+            .map((transaction) => transaction.id),
+        searchTransactionsFetchState: {
+            fetchState: searchTransactions.fetchState,
+            error: searchTransactions.error,
+        },
+        searchTransactionsString: searchTransactions.searchString,
+    };
+};
+export const getNewScheduleView = (state, scheduleType) => {
+    const { accountState, accountListState, classState, classListState } = state;
+    const { newSchedule } = state.expenseAutomationJESchedulesViewState;
+    const searchTransactionsView = getNewScheduleSearchTransactionsView(state);
+    const accountType = getAccountsTypesForScheduleEpics();
+    const newScheduleAccountTypes = getAccountsTypesForScheduleDetails(scheduleType);
+    const newScheduleAccountIds = getAccountIdsForTypes(accountState, newScheduleAccountTypes);
+    const allAccountList = getAccountList(accountState, accountListState, accountType.accountListKey);
+    const filteredAccounts = allAccountList.accounts.filter((account) => newScheduleAccountIds.includes(account.accountId));
+    const accountListNestedAccountHierarchy = filterNestedAccountHierarchyById(getNestedAccountListHierarchy(accountListState, accountType.accountListKey), filteredAccounts.map((account) => account.accountId));
+    const allClassList = getClassList(classState, classListState);
+    const classListNestedAccountHierarchy = getNestedClassListHierarchy(classListState);
+    let allDepreciationAccountList;
+    let allDepreciationAccountListNestedAccountHierarchy;
+    if (scheduleType === 'fixed_assets') {
+        const depreciationCategoryIds = getAccountIdsForTypes(accountState, [
+            'fixed_assets',
+            'other_assets',
+        ]);
+        const accountLabel = getAccountLabelForScheduleType('fixed_assets');
+        const fixedAssetLabelAccountIds = accountLabel != null
+            ? getAccountIdsForLabel(accountListState, accountType.accountListKey, accountLabel)
+            : [];
+        allDepreciationAccountList = allAccountList.accounts.filter((account) => depreciationCategoryIds.includes(account.accountId) &&
+            !fixedAssetLabelAccountIds.includes(account.accountId));
+        allDepreciationAccountListNestedAccountHierarchy =
+            filterNestedAccountHierarchyById(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,
+    };
+};

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

@@ -4,6 +4,7 @@ import { reduceAnyFetchState } from '../../../commonStateTypes/reduceFetchState'
 import { LAST_SCHEDULE_DAY_OF_MONTH, toMonthYearPeriodId, } from '../../../commonStateTypes/timePeriod';
 import { getAccountIdsForTypes } from '../../../entity/account/accountSelector';
 import { getJEScheduledTransactionByJEScheduleTransactionKey, } from '../../../entity/jeSchedules/jeSchedulesSelector';
+import { ALL_SCHEDULES_TYPES, } from '../../../entity/jeSchedules/jeSchedulesTypes';
 import { getCurrentTenant } from '../../../entity/tenant/tenantSelector';
 import { getAccountIdsForLabel, getAccountList, getNestedAccountListHierarchy, getUncategorizedAccounts, } from '../../accountList/accountListSelector';
 import { getClassList, getNestedClassListHierarchy, } from '../../classList/classListSelector';
@@ -12,6 +13,20 @@ import { filterNestedAccountHierarchyById } from '../../scheduleView/scheduleDet
 import { getAccountLabelForScheduleType, getAccountsTypesForScheduleList, } from '../../scheduleView/scheduleListView/scheduleListHelper';
 import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
 import { getJEAccountSettingsView } from './jeAccountSettingsViewSelector';
+import { getNewScheduleView } from './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.
+export const isAiAccountantSchedule = (schedule) => schedule.createdByUser?.email === AI_BOT_EMAIL ||
+    schedule.createdByUser?.email === BOT_EMAIL;
 function getJEScheduleSortAccessor(sortKey) {
     switch (sortKey) {
         case 'vendor':
@@ -53,7 +68,7 @@ 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:
@@ -68,8 +83,12 @@ export 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 = getJEAccountSettingsView(state);
+    const newScheduleView = newSchedule.selectedDetailScheduleType === 'fixed_assets' ||
+        newSchedule.selectedDetailScheduleType === 'prepaid_expenses'
+        ? getNewScheduleView(state, newSchedule.selectedDetailScheduleType)
+        : undefined;
     const currentTenant = getCurrentTenant(state);
     const { selectedPeriodByTenantId } = expenseAutomationViewState;
     const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
@@ -113,11 +132,7 @@ export function getExpenseAutomationJESchedulesView(state) {
         const jeScheduleDetails = 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) => {
@@ -130,9 +145,42 @@ export 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(isAiAccountantSchedule);
+    const manualSchedules = allSchedules.filter((schedule) => !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
         ? getAllSteps(monthEndCloseChecksState, monthYearPeriodId, currentTenant.tenantId)
         : [];
@@ -145,6 +193,22 @@ export function getExpenseAutomationJESchedulesView(state) {
         { fetchState, error },
         monthEndFetchState,
     ]);
+    const countByType = (schedules) => {
+        const counts = 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,
@@ -153,12 +217,15 @@ export 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/esm/view/expenseAutomationView/types/jeSchedulesViewState.js

@@ -16,9 +16,6 @@ const JE_SCHEDULE_SORT_KEYS = [
     'memo',
 ];
 export const toJEScheduleSortKey = (v) => stringToUnion(v, JE_SCHEDULE_SORT_KEYS);
-const JE_SCHEDULE_MAIN_TABS = [
-    'pending_review',
-    'ongoing',
-    'completed',
-];
-export const toJEScheduleMainTab = (v) => stringToUnion(v, JE_SCHEDULE_MAIN_TABS);
+const JE_PAGE_TABS = ['schedules', 'existing_schedules'];
+export const toJEPageTab = (v) => stringToUnion(v, JE_PAGE_TABS);
+export const MIN_NEW_SCHEDULE_SEARCH_LENGTH = 2;

package/lib/esm/view/notificationPreferencesView/epics/saveNotificationPreferencesEpic.js

@@ -0,0 +1,116 @@
+import { EMPTY, concat, of } from 'rxjs';
+import { catchError, debounceTime, filter, finalize, mergeMap, switchMap, takeUntil, withLatestFrom, } from 'rxjs/operators';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../responsePayload';
+import { notificationPreferencesUrl } from '../notificationPreferencesEndpoint';
+import { mapPreferencesToPayload, } from '../notificationPreferencesViewPayload';
+import { clearAllNotificationPreferencesView, clearNotificationPreferencesLocalOverrides, saveNotificationPreferences, saveNotificationPreferencesFailure, saveNotificationPreferencesSuccess, setGroupFrequency, toggleEventChannel, } from '../notificationPreferencesViewReducer';
+import { getNotificationLocalOverrides } from '../notificationPreferencesViewSelector';
+const DEBOUNCE_MS = 300;
+export const saveNotificationPreferencesEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter((action) => toggleEventChannel.match(action) || setGroupFrequency.match(action)), 
+// Coalesce bursts of toggles into a single PUT. Trade-off: rapid clickers
+// defer saves until they pause. Consider a max-wait wrapper if this
+// becomes a UX problem.
+debounceTime(DEBOUNCE_MS), withLatestFrom(state$), 
+// `switchMap` unsubscribes from any in-flight PUT observable when a new
+// debounced batch fires. The prior HTTP request has already left the
+// client — the network call is NOT cancelled — but its response is
+// ignored, so stale success/failure actions cannot clobber the newer
+// batch's state. Server-side ordering is arrival-order LWW.
+switchMap(([, state]) => {
+    const overrides = getNotificationLocalOverrides(state);
+    const preferencesPatch = mapPreferencesToPayload(overrides);
+    if (Object.keys(preferencesPatch).length === 0) {
+        // No diff → do not dispatch a synthetic success (that would wipe
+        // stored preferences via the reducer). Simply no-op.
+        return EMPTY;
+    }
+    // Snapshot the Cancel epoch at PUT-dispatch time. Every Cancel bumps
+    // `cancelEpoch`; the reducer compares the captured value on Success/
+    // Failure and skips the merge when the value has advanced (user
+    // pressed Cancel since this save started). See Cursor Bugbot 4aa021f7
+    // — the earlier counter model failed when `switchMap` abandoned an
+    // in-flight save's response (Success/Failure never dispatched, so
+    // the counter never drained and future saves got their merge dropped).
+    const cancelEpochAtDispatch = state.notificationPreferencesViewState.cancelEpoch;
+    const body = { task_checklist_preferences: preferencesPatch };
+    // Suppress the error snackbar when the response lands AFTER the user
+    // pressed Cancel — the Failure reducer already swallows the state
+    // update, so the toast would be a stale error for a save the user
+    // abandoned. `StateObservable#value` reads the current cancelEpoch at
+    // response time (not at dispatch time — that's what
+    // `cancelEpochAtDispatch` captures). Cursor Bugbot da2f4fe2 + Nikunj.
+    const errorSnackbar = openSnackbar({
+        messageSection: 'notification_settings_saved',
+        messageText: 'failed',
+        type: 'error',
+    });
+    const isCancelledSince = () => cancelEpochAtDispatch <
+        state$.value.notificationPreferencesViewState.cancelEpoch;
+    // Abort the in-flight HTTP request when `switchMap` disposes this
+    // observable (new debounced batch fires, tenant switch, unmount).
+    // Without an AbortSignal, `switchMap` would drop the response
+    // client-side but the older PUT would still land on the server —
+    // under patch-semantic LWW, a slower older PUT arriving after a
+    // newer one silently reverts the user's latest choice on the
+    // server. Cursor Bugbot e3861a76. `AbortController.abort()` is
+    // idempotent so it's safe if the request already completed.
+    const controller = new AbortController();
+    const request$ = zeniAPI
+        .putAndGetJSON(notificationPreferencesUrl(zeniAPI), body, undefined, controller.signal)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response)) {
+            return of(saveNotificationPreferencesSuccess({
+                cancelEpochAtDispatch,
+                savedOverrides: overrides,
+                serverEcho: response.data?.task_checklist_preferences,
+            }));
+        }
+        const actions = [
+            saveNotificationPreferencesFailure({
+                cancelEpochAtDispatch,
+                error: response.status,
+            }),
+        ];
+        if (!isCancelledSince()) {
+            // Surface a user-visible error — without it the UI reverts to
+            // server truth after debounce and the failed toggle looks like
+            // a mystery UI bug.
+            actions.push(errorSnackbar);
+        }
+        return of(...actions);
+    }), catchError((error) => {
+        const actions = [
+            saveNotificationPreferencesFailure({
+                cancelEpochAtDispatch,
+                error: createZeniAPIStatus('Unexpected Error', 'Save notification preferences failed: ' +
+                    JSON.stringify(error)),
+            }),
+        ];
+        if (!isCancelledSince()) {
+            actions.push(errorSnackbar);
+        }
+        return of(...actions);
+    }), finalize(() => {
+        // switchMap disposal (new batch fires, unmount) OR the takeUntil
+        // below (Cancel fires) → abort the still-in-flight HTTP request.
+        // No-op if the request has already completed successfully or
+        // errored. Without this, the pre-Cancel PUT would still land on
+        // the server; under patch-semantic LWW, a slower older PUT
+        // arriving after Cancel silently reverts the user's just-cleared
+        // overrides on the server.
+        controller.abort();
+    }), 
+    // Cancel and tenant-switch/logout do not flow through the outer
+    // `filter`, so switchMap would never dispose this observable on
+    // either. `takeUntil` completes request$ on Cancel OR clear-all,
+    // which triggers finalize above (aborts the in-flight HTTP
+    // request). Without matching clear-all, a tenant switch during
+    // an in-flight PUT would let the older PUT land on the server
+    // under patch-semantic LWW. Cursor Bugbot 3637969823 + 3641372002.
+    takeUntil(actions$.pipe(filter((action) => clearNotificationPreferencesLocalOverrides.match(action) ||
+        clearAllNotificationPreferencesView.match(action)))));
+    // Flip savePreferencesState to In-Progress BEFORE the network call so
+    // any "saving…" UI can render.
+    return concat(of(saveNotificationPreferences()), request$);
+}));

package/lib/esm/view/notificationPreferencesView/notificationPreferencesEndpoint.js

@@ -0,0 +1,5 @@
+// Shared endpoint used by both the GET (envelope refresh in
+// `fetchNotificationSettingsEpic`) and the PUT (patch in
+// `saveNotificationPreferencesEpic`). Kept as a helper so an endpoint rename
+// can't drift between the two callers.
+export const notificationPreferencesUrl = (zeniAPI) => `${zeniAPI.apiEndPoints.notificationMicroServiceBaseUrl}/1.0/notification-preferences`;

package/lib/esm/view/notificationPreferencesView/notificationPreferencesViewPayload.js

@@ -0,0 +1,36 @@
+import { toNotificationChannel, toNotificationFrequency, } from '../../entity/notificationRegistry/notificationRegistryState';
+const mapEventEnabledByChannel = (raw) => {
+    if (raw == null) {
+        return {};
+    }
+    const out = {};
+    Object.entries(raw).forEach(([eventId, channelMap]) => {
+        const mapped = {};
+        Object.entries(channelMap).forEach(([channel, enabled]) => {
+            mapped[toNotificationChannel(channel)] = enabled;
+        });
+        out[eventId] = mapped;
+    });
+    return out;
+};
+export const mapPayloadToPreferences = (payload) => {
+    const groupFrequencyRaw = payload?.group_frequency_by_group_id ?? {};
+    const groupFrequencyByGroupId = Object.fromEntries(Object.entries(groupFrequencyRaw).map(([groupId, frequency]) => [
+        groupId,
+        toNotificationFrequency(frequency),
+    ]));
+    return {
+        eventEnabledByChannel: mapEventEnabledByChannel(payload?.event_enabled_by_channel),
+        groupFrequencyByGroupId,
+    };
+};
+export const mapPreferencesToPayload = (preferences) => {
+    const payload = {};
+    if (Object.keys(preferences.eventEnabledByChannel).length > 0) {
+        payload.event_enabled_by_channel = preferences.eventEnabledByChannel;
+    }
+    if (Object.keys(preferences.groupFrequencyByGroupId).length > 0) {
+        payload.group_frequency_by_group_id = preferences.groupFrequencyByGroupId;
+    }
+    return payload;
+};