@zeniai/client-epic-state 5.1.82 → 5.1.83-betaRD1

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts

@@ -39,7 +39,7 @@ export declare const getLineItemsByTransactionsIdsFromResponse: (transactions: S
 export declare const getLineItemsByTransactionIdsFromLocalData: (transactionLocalData: TransactionReviewLocalDataSelectorView[], selectedTab: TransactionsTab) => Record<ID, string[]>;
 export declare const mergeTabSpecificLineItems: (currentTabSpecificLineItems: TabSpecificLineItems, selectedTab: TransactionsTab, newLineItems: TabSpecificLineItems) => TabSpecificLineItems;
 export declare const getSnackbarMessageForTransactionReview: (updatedCount: number, failedCount: number, categorizedCount: number) => {
-    messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_approval_reorder" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_approval_reorder" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "card_policy_created" | "card_policy_updated" | "card_policy_deleted" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "accounting_projects_enabled_update" | "accounting_projects_qbo_not_enabled" | "capitalization_threshold_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "statement_parsing_in_progress" | "statement_parsing_complete" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron" | "create_sub_task" | "qbo_connection_already_linked" | "qbo_connection_failed" | "accounting_projects_qbo_reconnect_failed";
+    messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_approval_reorder" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_approval_reorder" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "card_policy_created" | "card_policy_updated" | "card_policy_deleted" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "accounting_projects_enabled_update" | "accounting_projects_qbo_not_enabled" | "capitalization_threshold_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "statement_parsing_in_progress" | "statement_parsing_complete" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron" | "create_sub_task" | "qbo_connection_already_linked" | "qbo_connection_failed" | "accounting_projects_qbo_reconnect_failed" | "invoicing_dunning_case_resolved" | "invoicing_dunning_retry" | "invoicing_dunning_cancel" | "invoicing_dunning_settings_save" | "invoicing_qbo_backfill" | "invoicing_qbo_sync_health_retry" | "invoicing_qbo_settings_save" | "invoicing_branding_save" | "invoicing_discount_archive" | "invoicing_discount_unarchive" | "invoicing_discount_delete" | "invoicing_invoice_reminder_sent" | "invoicing_invoice_regenerated" | "invoicing_invoice_voided" | "invoicing_catalog_item_saved" | "invoicing_customer_saved" | "invoicing_subscription_saved" | "invoicing_coupon_saved" | "invoicing_invoice_saved" | "invoicing_credit_note_saved" | "invoicing_payment_recorded" | "invoicing_subscription_activated" | "invoicing_subscription_cancellation_removed" | "invoicing_subscription_cancelled" | "invoicing_subscription_non_renewing" | "invoicing_subscription_paused" | "invoicing_subscription_reactivated" | "invoicing_subscription_resumed" | "invoicing_subscription_term_end_changed";
     messageText: "notification" | "failed" | "success";
     type: "error" | "success" | "info";
     variables: {

package/lib/view/expenseAutomationView/payload/jeSchedulesPayload.d.ts

@@ -1,4 +1,4 @@
-import { JEScheduledTransactionPayload, ScheduledJournalEntryPayload } from '../../../entity/jeSchedules/jeSchedulesPayload';
+import { JEAccruedScheduledTransactionPayload, JEScheduledTransactionPayload, ScheduledJournalEntryPayload } from '../../../entity/jeSchedules/jeSchedulesPayload';
 import { JEScheduledTransaction } from '../../../entity/jeSchedules/jeSchedulesSelector';
 import { ScheduleTypes } from '../../../entity/jeSchedules/jeSchedulesTypes';
 import { RootState } from '../../../reducer';
@@ -7,7 +7,9 @@ import { JESchedulePayload, SaveJESchedulePayload } from '../../scheduleView/sch
 import { JEScheduleLocalData } from '../types/jeSchedulesViewState';
 export interface ExpenseAutomationJESchedulesQueryPayload {
     end_date: string;
+    include_accrued: boolean;
     start_date: string;
+    close_period_start_date?: string;
 }
 interface ExpenseAutomationJESchedulesPayload {
     failed_je_postings: {
@@ -15,6 +17,10 @@ interface ExpenseAutomationJESchedulesPayload {
         scheduled_journal_entries: ScheduledJournalEntryPayload[];
     };
     je_schedules: JEScheduledTransactionPayload[];
+    accrued_je_schedules?: {
+        je_schedules: JEAccruedScheduledTransactionPayload[];
+        scheduled_journal_entries?: ScheduledJournalEntryPayload[];
+    };
 }
 export type ExpenseAutomationJESchedulesResponse = ZeniAPIResponse<ExpenseAutomationJESchedulesPayload>;
 export interface IgnoreDraftJESchedulePayload {

package/lib/view/expenseAutomationView/reducers/jeSchedulesViewReducer.d.ts

@@ -1,26 +1,32 @@
 import { ID } from '../../../commonStateTypes/common';
 import { MonthYearPeriod, TimePeriod } from '../../../commonStateTypes/timePeriod';
 import { AccountMetadataPayload } from '../../../entity/account/accountPayload';
-import { JEScheduledTransactionPayload } from '../../../entity/jeSchedules/jeSchedulesPayload';
-import { JEScheduleTransactionKey } from '../../../entity/jeSchedules/jeSchedulesTypes';
+import { JEAccruedScheduledTransactionPayload, JEScheduledTransactionPayload } from '../../../entity/jeSchedules/jeSchedulesPayload';
+import { JEScheduleTransactionKey, ScheduleTypes } from '../../../entity/jeSchedules/jeSchedulesTypes';
 import { ZeniAPIStatus } from '../../../responsePayload';
 import { AccountTypeRecommendationPayload } from '../../accountMappingView/accountTypeRecommendation/accountTypeRecommendationPayload';
-import { AccountSettingsLocalData, AccountSettingsState, JEScheduleLocalData, JESchedulesViewState, JESchedulesViewUIState } from '../types/jeSchedulesViewState';
+import { AccountSettingsLocalData, AccountSettingsState, JEPageTab, JEScheduleLocalData, JESchedulesViewState, JESchedulesViewUIState, NewScheduleLocalData, NewScheduleLocalDataFixedAssets, SearchTransactionsState } from '../types/jeSchedulesViewState';
 export declare const accountSettingsInitialState: AccountSettingsState;
+export declare const getBaseNewScheduleLocalData: (scheduleType: ScheduleTypes) => NewScheduleLocalData;
+export declare const newScheduleInitialState: JESchedulesViewState['newSchedule']['newScheduleState'];
+export declare const searchTransactionsInitialState: SearchTransactionsState;
 export declare const initialState: JESchedulesViewState;
-export declare const clearExpenseAutomationJESchedulesView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/clearExpenseAutomationJESchedulesView">, clearJeAccountSettingsLocalData: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/clearJeAccountSettingsLocalData">, clearJeScheduleLocalData: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/clearJeScheduleLocalData">, fetchAccountSettingsListForAccountTypes: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/fetchAccountSettingsListForAccountTypes">, fetchJeSchedules: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[period: TimePeriod, refreshViewInBackground?: any], {
+export declare const clearExpenseAutomationJESchedulesView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/clearExpenseAutomationJESchedulesView">, clearJeAccountSettingsLocalData: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/clearJeAccountSettingsLocalData">, clearJeScheduleLocalData: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/clearJeScheduleLocalData">, clearSearchTransactionsForNewSchedule: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/clearSearchTransactionsForNewSchedule">, fetchAccountSettingsListForAccountTypes: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/fetchAccountSettingsListForAccountTypes">, fetchJeSchedules: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[period: TimePeriod, refreshViewInBackground?: any], {
     period: TimePeriod;
     refreshViewInBackground: any;
 }, "expenseAutomationJESchedulesView/fetchJeSchedules", never, never>, fetchJeSchedulesFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    selectedPageTab: JEPageTab;
     selectedPeriod: MonthYearPeriod;
     status: ZeniAPIStatus;
 }, "expenseAutomationJESchedulesView/fetchJeSchedulesFailure">, fetchJeSchedulesPage: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[period: TimePeriod, refreshViewInBackground?: any], {
     period: TimePeriod;
     refreshViewInBackground: any;
 }, "expenseAutomationJESchedulesView/fetchJeSchedulesPage", never, never>, fetchJeSchedulesSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    accruedJeSchedules: JEAccruedScheduledTransactionPayload[];
     failedJeSchedules: JEScheduledTransactionPayload[];
     jeSchedules: JEScheduledTransactionPayload[];
     refreshViewInBackground: boolean;
+    selectedPageTab: JEPageTab;
     selectedPeriod: MonthYearPeriod;
 }, "expenseAutomationJESchedulesView/fetchJeSchedulesSuccess">, fetchRecommendationForAccountSettings: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/fetchRecommendationForAccountSettings">, ignoreRecommendedJeSchedule: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[jeScheduleTransactionKey: `${string}_bill_${string}` | `${string}_expense_${string}` | `${string}_check_${string}` | `${string}_refund_${string}` | `${string}_invoice_${string}` | `${string}_payment_${string}` | `${string}_credit_memo_${string}` | `${string}_sales_receipt_${string}` | `${string}_delayed_credit_${string}` | `${string}_delayed_charge_${string}` | `${string}_bill_payment_${string}` | `${string}_bill_payment_check_${string}` | `${string}_bill_payment_credit_card_${string}` | `${string}_vendor_credit_${string}` | `${string}_credit_card_credit_${string}` | `${string}_transfer_${string}` | `${string}_credit_card_payment_${string}` | `${string}_deposit_${string}` | `${string}_journal_entry_${string}`, scheduleType: "prepaid_expenses" | "fixed_assets" | "accrued_expenses" | "deferred_revenue"], {
     jeScheduleTransactionKey: `${string}_bill_${string}` | `${string}_expense_${string}` | `${string}_check_${string}` | `${string}_refund_${string}` | `${string}_invoice_${string}` | `${string}_payment_${string}` | `${string}_credit_memo_${string}` | `${string}_sales_receipt_${string}` | `${string}_delayed_credit_${string}` | `${string}_delayed_charge_${string}` | `${string}_bill_payment_${string}` | `${string}_bill_payment_check_${string}` | `${string}_bill_payment_credit_card_${string}` | `${string}_vendor_credit_${string}` | `${string}_credit_card_credit_${string}` | `${string}_transfer_${string}` | `${string}_credit_card_payment_${string}` | `${string}_deposit_${string}` | `${string}_journal_entry_${string}`;
@@ -32,7 +38,11 @@ export declare const clearExpenseAutomationJESchedulesView: import("@reduxjs/too
     jeScheduleTransactionKey: `${string}_bill_${string}` | `${string}_expense_${string}` | `${string}_check_${string}` | `${string}_refund_${string}` | `${string}_invoice_${string}` | `${string}_payment_${string}` | `${string}_credit_memo_${string}` | `${string}_sales_receipt_${string}` | `${string}_delayed_credit_${string}` | `${string}_delayed_charge_${string}` | `${string}_bill_payment_${string}` | `${string}_bill_payment_check_${string}` | `${string}_bill_payment_credit_card_${string}` | `${string}_vendor_credit_${string}` | `${string}_credit_card_credit_${string}` | `${string}_transfer_${string}` | `${string}_credit_card_payment_${string}` | `${string}_deposit_${string}` | `${string}_journal_entry_${string}`;
 }, "expenseAutomationJESchedulesView/ignoreRecommendedJeScheduleSuccess", never, never>, initializeAccountSettingsView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/initializeAccountSettingsView">, initializeJeScheduleLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[jeSchedules: JEScheduledTransactionPayload[]], {
     jeScheduleTransactionKeys: (`${string}_bill_${string}` | `${string}_expense_${string}` | `${string}_check_${string}` | `${string}_refund_${string}` | `${string}_invoice_${string}` | `${string}_payment_${string}` | `${string}_credit_memo_${string}` | `${string}_sales_receipt_${string}` | `${string}_delayed_credit_${string}` | `${string}_delayed_charge_${string}` | `${string}_bill_payment_${string}` | `${string}_bill_payment_check_${string}` | `${string}_bill_payment_credit_card_${string}` | `${string}_vendor_credit_${string}` | `${string}_credit_card_credit_${string}` | `${string}_transfer_${string}` | `${string}_credit_card_payment_${string}` | `${string}_deposit_${string}` | `${string}_journal_entry_${string}`)[];
-}, "expenseAutomationJESchedulesView/initializeJeScheduleLocalData", never, never>, removeFailedJeScheduleTransactionKey: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[failedJeScheduleKey: `${string}_bill_${string}` | `${string}_expense_${string}` | `${string}_check_${string}` | `${string}_refund_${string}` | `${string}_invoice_${string}` | `${string}_payment_${string}` | `${string}_credit_memo_${string}` | `${string}_sales_receipt_${string}` | `${string}_delayed_credit_${string}` | `${string}_delayed_charge_${string}` | `${string}_bill_payment_${string}` | `${string}_bill_payment_check_${string}` | `${string}_bill_payment_credit_card_${string}` | `${string}_vendor_credit_${string}` | `${string}_credit_card_credit_${string}` | `${string}_transfer_${string}` | `${string}_credit_card_payment_${string}` | `${string}_deposit_${string}` | `${string}_journal_entry_${string}`, selectedPeriod: MonthYearPeriod], {
+}, "expenseAutomationJESchedulesView/initializeJeScheduleLocalData", never, never>, initializeNewSchedule: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[{
+    scheduleType: "fixed_assets" | "prepaid_expenses";
+}], {
+    scheduleType: "prepaid_expenses" | "fixed_assets";
+}, "expenseAutomationJESchedulesView/initializeNewSchedule", never, never>, removeFailedJeScheduleTransactionKey: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[failedJeScheduleKey: `${string}_bill_${string}` | `${string}_expense_${string}` | `${string}_check_${string}` | `${string}_refund_${string}` | `${string}_invoice_${string}` | `${string}_payment_${string}` | `${string}_credit_memo_${string}` | `${string}_sales_receipt_${string}` | `${string}_delayed_credit_${string}` | `${string}_delayed_charge_${string}` | `${string}_bill_payment_${string}` | `${string}_bill_payment_check_${string}` | `${string}_bill_payment_credit_card_${string}` | `${string}_vendor_credit_${string}` | `${string}_credit_card_credit_${string}` | `${string}_transfer_${string}` | `${string}_credit_card_payment_${string}` | `${string}_deposit_${string}` | `${string}_journal_entry_${string}`, selectedPeriod: MonthYearPeriod], {
     failedJeScheduleKey: `${string}_bill_${string}` | `${string}_expense_${string}` | `${string}_check_${string}` | `${string}_refund_${string}` | `${string}_invoice_${string}` | `${string}_payment_${string}` | `${string}_credit_memo_${string}` | `${string}_sales_receipt_${string}` | `${string}_delayed_credit_${string}` | `${string}_delayed_charge_${string}` | `${string}_bill_payment_${string}` | `${string}_bill_payment_check_${string}` | `${string}_bill_payment_credit_card_${string}` | `${string}_vendor_credit_${string}` | `${string}_credit_card_credit_${string}` | `${string}_transfer_${string}` | `${string}_credit_card_payment_${string}` | `${string}_deposit_${string}` | `${string}_journal_entry_${string}`;
     selectedPeriod: MonthYearPeriod;
 }, "expenseAutomationJESchedulesView/removeFailedJeScheduleTransactionKey", never, never>, removeJeScheduleLocalDataById: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
@@ -40,7 +50,11 @@ export declare const clearExpenseAutomationJESchedulesView: import("@reduxjs/too
 }, "expenseAutomationJESchedulesView/removeJeScheduleLocalDataById">, removeJeScheduleTransactionKey: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[jeScheduleKey: `${string}_bill_${string}` | `${string}_expense_${string}` | `${string}_check_${string}` | `${string}_refund_${string}` | `${string}_invoice_${string}` | `${string}_payment_${string}` | `${string}_credit_memo_${string}` | `${string}_sales_receipt_${string}` | `${string}_delayed_credit_${string}` | `${string}_delayed_charge_${string}` | `${string}_bill_payment_${string}` | `${string}_bill_payment_check_${string}` | `${string}_bill_payment_credit_card_${string}` | `${string}_vendor_credit_${string}` | `${string}_credit_card_credit_${string}` | `${string}_transfer_${string}` | `${string}_credit_card_payment_${string}` | `${string}_deposit_${string}` | `${string}_journal_entry_${string}`, selectedPeriod: MonthYearPeriod], {
     jeScheduleKey: `${string}_bill_${string}` | `${string}_expense_${string}` | `${string}_check_${string}` | `${string}_refund_${string}` | `${string}_invoice_${string}` | `${string}_payment_${string}` | `${string}_credit_memo_${string}` | `${string}_sales_receipt_${string}` | `${string}_delayed_credit_${string}` | `${string}_delayed_charge_${string}` | `${string}_bill_payment_${string}` | `${string}_bill_payment_check_${string}` | `${string}_bill_payment_credit_card_${string}` | `${string}_vendor_credit_${string}` | `${string}_credit_card_credit_${string}` | `${string}_transfer_${string}` | `${string}_credit_card_payment_${string}` | `${string}_deposit_${string}` | `${string}_journal_entry_${string}`;
     selectedPeriod: MonthYearPeriod;
-}, "expenseAutomationJESchedulesView/removeJeScheduleTransactionKey", never, never>, retryJeSchedule: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "expenseAutomationJESchedulesView/removeJeScheduleTransactionKey", never, never>, resetNewScheduleLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[{
+    scheduleType: "fixed_assets" | "prepaid_expenses";
+}], {
+    scheduleType: "prepaid_expenses" | "fixed_assets";
+}, "expenseAutomationJESchedulesView/resetNewScheduleLocalData", never, never>, retryJeSchedule: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     jeScheduleTransactionKey: JEScheduleTransactionKey;
     scheduledJournalEntryID: ID;
 }, "expenseAutomationJESchedulesView/retryJeSchedule">, retryJeScheduleFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
@@ -52,17 +66,37 @@ export declare const clearExpenseAutomationJESchedulesView: import("@reduxjs/too
     status: ZeniAPIStatus;
 }, "expenseAutomationJESchedulesView/saveAccountSettingsFailure">, saveAccountSettingsLocalData: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     data: Partial<AccountSettingsLocalData>;
-}, "expenseAutomationJESchedulesView/saveAccountSettingsLocalData">, saveAccountSettingsSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/saveAccountSettingsSuccess">, updateAccountSettingsListForAccountTypes: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "expenseAutomationJESchedulesView/saveAccountSettingsLocalData">, saveAccountSettingsSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/saveAccountSettingsSuccess">, saveNewSchedule: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[{
+    scheduleType: "fixed_assets" | "prepaid_expenses";
+}], {
+    scheduleType: "prepaid_expenses" | "fixed_assets";
+}, "expenseAutomationJESchedulesView/saveNewSchedule", never, never>, saveNewScheduleFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    status: ZeniAPIStatus;
+}, "expenseAutomationJESchedulesView/saveNewScheduleFailure">, saveNewScheduleSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/saveNewScheduleSuccess">, searchTransactionsForNewSchedule: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[{
+    query: string;
+    scheduleType: "fixed_assets" | "prepaid_expenses";
+}], {
+    query: string;
+    scheduleType: "prepaid_expenses" | "fixed_assets";
+}, "expenseAutomationJESchedulesView/searchTransactionsForNewSchedule", never, never>, searchTransactionsForNewScheduleFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    status: ZeniAPIStatus;
+}, "expenseAutomationJESchedulesView/searchTransactionsForNewScheduleFailure">, searchTransactionsForNewScheduleSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    searchResults: JEScheduleTransactionKey[];
+}, "expenseAutomationJESchedulesView/searchTransactionsForNewScheduleSuccess">, toggleJECreatedGroupCollapsed: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/toggleJECreatedGroupCollapsed">, toggleJEPendingGroupCollapsed: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/toggleJEPendingGroupCollapsed">, updateAccountSettingsListForAccountTypes: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     accountPayload: AccountMetadataPayload[];
 }, "expenseAutomationJESchedulesView/updateAccountSettingsListForAccountTypes">, updateAccountSettingsListForAccountTypesFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     status: ZeniAPIStatus;
-}, "expenseAutomationJESchedulesView/updateAccountSettingsListForAccountTypesFailure">, updateJESchedulesUIState: import("@reduxjs/toolkit").ActionCreatorWithPayload<Partial<JESchedulesViewUIState>, "expenseAutomationJESchedulesView/updateJESchedulesUIState">, updateJeScheduleLocalDataById: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "expenseAutomationJESchedulesView/updateAccountSettingsListForAccountTypesFailure">, updateJESchedulesUIState: import("@reduxjs/toolkit").ActionCreatorWithPayload<Partial<JESchedulesViewUIState>, "expenseAutomationJESchedulesView/updateJESchedulesUIState">, updateJEScheduleTypeFilter: import("@reduxjs/toolkit").ActionCreatorWithPayload<"prepaid_expenses" | "fixed_assets" | "accrued_expenses" | "deferred_revenue" | null, "expenseAutomationJESchedulesView/updateJEScheduleTypeFilter">, updateJeScheduleLocalDataById: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     localData: Partial<JEScheduleLocalData>;
     scheduledJournalEntryID: ID;
-}, "expenseAutomationJESchedulesView/updateJeScheduleLocalDataById">, updateJeScheduleTransactionKeys: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[jeScheduleKeys: (`${string}_bill_${string}` | `${string}_expense_${string}` | `${string}_check_${string}` | `${string}_refund_${string}` | `${string}_invoice_${string}` | `${string}_payment_${string}` | `${string}_credit_memo_${string}` | `${string}_sales_receipt_${string}` | `${string}_delayed_credit_${string}` | `${string}_delayed_charge_${string}` | `${string}_bill_payment_${string}` | `${string}_bill_payment_check_${string}` | `${string}_bill_payment_credit_card_${string}` | `${string}_vendor_credit_${string}` | `${string}_credit_card_credit_${string}` | `${string}_transfer_${string}` | `${string}_credit_card_payment_${string}` | `${string}_deposit_${string}` | `${string}_journal_entry_${string}`)[], selectedPeriod: MonthYearPeriod], {
+}, "expenseAutomationJESchedulesView/updateJeScheduleLocalDataById">, updateJeScheduleTransactionKeys: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[jeScheduleKeys: (`${string}_bill_${string}` | `${string}_expense_${string}` | `${string}_check_${string}` | `${string}_refund_${string}` | `${string}_invoice_${string}` | `${string}_payment_${string}` | `${string}_credit_memo_${string}` | `${string}_sales_receipt_${string}` | `${string}_delayed_credit_${string}` | `${string}_delayed_charge_${string}` | `${string}_bill_payment_${string}` | `${string}_bill_payment_check_${string}` | `${string}_bill_payment_credit_card_${string}` | `${string}_vendor_credit_${string}` | `${string}_credit_card_credit_${string}` | `${string}_transfer_${string}` | `${string}_credit_card_payment_${string}` | `${string}_deposit_${string}` | `${string}_journal_entry_${string}`)[], selectedPeriod: MonthYearPeriod, selectedPageTab: "schedules" | "existing_schedules"], {
     jeScheduleKeys: (`${string}_bill_${string}` | `${string}_expense_${string}` | `${string}_check_${string}` | `${string}_refund_${string}` | `${string}_invoice_${string}` | `${string}_payment_${string}` | `${string}_credit_memo_${string}` | `${string}_sales_receipt_${string}` | `${string}_delayed_credit_${string}` | `${string}_delayed_charge_${string}` | `${string}_bill_payment_${string}` | `${string}_bill_payment_check_${string}` | `${string}_bill_payment_credit_card_${string}` | `${string}_vendor_credit_${string}` | `${string}_credit_card_credit_${string}` | `${string}_transfer_${string}` | `${string}_credit_card_payment_${string}` | `${string}_deposit_${string}` | `${string}_journal_entry_${string}`)[];
     selectedPeriod: MonthYearPeriod;
-}, "expenseAutomationJESchedulesView/updateJeScheduleTransactionKeys", never, never>, updateRecommendationForAccountSettings: import("@reduxjs/toolkit").ActionCreatorWithPayload<AccountTypeRecommendationPayload, "expenseAutomationJESchedulesView/updateRecommendationForAccountSettings">, updateRecommendationForAccountSettingsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    selectedPageTab: "schedules" | "existing_schedules";
+}, "expenseAutomationJESchedulesView/updateJeScheduleTransactionKeys", never, never>, updateNewScheduleLocalData: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    localData: Partial<NewScheduleLocalDataFixedAssets>;
+    scheduleType: "fixed_assets" | "prepaid_expenses";
+}, "expenseAutomationJESchedulesView/updateNewScheduleLocalData">, updateRecommendationForAccountSettings: import("@reduxjs/toolkit").ActionCreatorWithPayload<AccountTypeRecommendationPayload, "expenseAutomationJESchedulesView/updateRecommendationForAccountSettings">, updateRecommendationForAccountSettingsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     status: ZeniAPIStatus;
 }, "expenseAutomationJESchedulesView/updateRecommendationForAccountSettingsFailure">;
 declare const _default: import("redux").Reducer<JESchedulesViewState>;

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

@@ -1,13 +1,19 @@
 "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");
+function removeKeyFromEveryTabSlot(keysByPeriodAndTab, keyToRemove) {
+    for (const periodTabKey of Object.keys(keysByPeriodAndTab)) {
+        keysByPeriodAndTab[periodTabKey] = keysByPeriodAndTab[periodTabKey].filter((jeScheduleKey) => jeScheduleKey !== keyToRemove);
+    }
+}
 exports.accountSettingsInitialState = {
     localData: {
         selectedPrepaidExpensesAccountIds: [],
@@ -39,16 +45,34 @@ 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: {},
+    jeScheduleTransactionKeysByPeriodAndTab: {},
+    jeScheduleAccruedKeysByPeriodAndTab: {},
+    failedJeScheduleTransactionKeysByPeriodAndTab: {},
     postStatusById: {},
     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 +83,13 @@ 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() {
@@ -103,9 +134,11 @@ const expenseAutomationJESchedulesView = (0, toolkit_1.createSlice)({
             },
         },
         fetchJeSchedulesSuccess(draft, action) {
-            const { jeSchedules, selectedPeriod, failedJeSchedules, refreshViewInBackground, } = action.payload;
+            const { jeSchedules, selectedPeriod, selectedPageTab, failedJeSchedules, accruedJeSchedules, refreshViewInBackground, } = action.payload;
+            const periodTabKey = (0, jeSchedulesViewState_1.getJESchedulePeriodTabKey)(selectedPageTab, (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod));
             const jeScheduleTransactionKeys = jeSchedules.map((schedules) => (0, jeSchedulesPayload_1.getJEScheduleTransactionDetailKeyPayload)(schedules.base_transaction));
             const failedJeScheduleTransactionKeys = failedJeSchedules.map((schedules) => (0, jeSchedulesPayload_1.getJEScheduleTransactionDetailKeyPayload)(schedules.base_transaction));
+            const jeScheduleAccruedKeys = accruedJeSchedules.map((schedule) => (0, jeSchedulesPayload_1.getJEScheduleKey)(schedule));
             if (refreshViewInBackground === true &&
                 draft.refreshStatus.fetchState === 'In-Progress') {
                 draft.refreshStatus = { fetchState: 'Completed', error: undefined };
@@ -114,19 +147,25 @@ const expenseAutomationJESchedulesView = (0, toolkit_1.createSlice)({
                 draft.fetchState = 'Completed';
                 draft.error = undefined;
             }
-            draft.jeScheduleTransactionKeysByPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] = jeScheduleTransactionKeys;
-            draft.failedJeScheduleTransactionKeysByPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] = failedJeScheduleTransactionKeys;
+            draft.jeScheduleTransactionKeysByPeriodAndTab[periodTabKey] =
+                jeScheduleTransactionKeys;
+            draft.jeScheduleAccruedKeysByPeriodAndTab[periodTabKey] =
+                jeScheduleAccruedKeys;
+            draft.failedJeScheduleTransactionKeysByPeriodAndTab[periodTabKey] =
+                failedJeScheduleTransactionKeys;
         },
         fetchJeSchedulesFailure(draft, action) {
-            const { status, selectedPeriod } = action.payload;
+            const { status, selectedPeriod, selectedPageTab } = action.payload;
+            const periodTabKey = (0, jeSchedulesViewState_1.getJESchedulePeriodTabKey)(selectedPageTab, (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod));
             if (draft.refreshStatus.fetchState === 'In-Progress') {
                 draft.refreshStatus = { fetchState: 'Error', error: status };
             }
             else {
                 draft.fetchState = 'Error';
                 draft.error = status;
+                draft.jeScheduleTransactionKeysByPeriodAndTab[periodTabKey] = [];
+                draft.jeScheduleAccruedKeysByPeriodAndTab[periodTabKey] = [];
             }
-            draft.jeScheduleTransactionKeysByPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] = [];
         },
         retryJeSchedule(draft, action) {
             const { scheduledJournalEntryID } = action.payload;
@@ -214,17 +253,18 @@ const expenseAutomationJESchedulesView = (0, toolkit_1.createSlice)({
             };
         },
         updateJeScheduleTransactionKeys: {
-            prepare(jeScheduleKeys, selectedPeriod) {
+            prepare(jeScheduleKeys, selectedPeriod, selectedPageTab) {
                 return {
                     payload: {
                         jeScheduleKeys: jeScheduleKeys,
                         selectedPeriod: selectedPeriod,
+                        selectedPageTab: selectedPageTab,
                     },
                 };
             },
             reducer(draft, action) {
-                const { selectedPeriod, jeScheduleKeys } = action.payload;
-                draft.jeScheduleTransactionKeysByPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] = jeScheduleKeys;
+                const { selectedPeriod, selectedPageTab, jeScheduleKeys } = action.payload;
+                draft.jeScheduleTransactionKeysByPeriodAndTab[(0, jeSchedulesViewState_1.getJESchedulePeriodTabKey)(selectedPageTab, (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod))] = jeScheduleKeys;
             },
         },
         removeJeScheduleTransactionKey: {
@@ -237,12 +277,10 @@ const expenseAutomationJESchedulesView = (0, toolkit_1.createSlice)({
                 };
             },
             reducer(draft, action) {
-                const { selectedPeriod, jeScheduleKey } = action.payload;
-                const prevData = [
-                    ...(draft.jeScheduleTransactionKeysByPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] ?? []),
-                ];
-                const filteredKeys = prevData.filter((jeKey) => jeKey !== jeScheduleKey);
-                draft.jeScheduleTransactionKeysByPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] = filteredKeys;
+                const { jeScheduleKey } = action.payload;
+                // Dropped from every tab's slot, not just the visible one: once a schedule is ignored or
+                // resolved it must not reappear when the user switches tabs and hits a cached list.
+                removeKeyFromEveryTabSlot(draft.jeScheduleTransactionKeysByPeriodAndTab, jeScheduleKey);
             },
         },
         removeFailedJeScheduleTransactionKey: {
@@ -255,12 +293,8 @@ const expenseAutomationJESchedulesView = (0, toolkit_1.createSlice)({
                 };
             },
             reducer(draft, action) {
-                const { selectedPeriod, failedJeScheduleKey } = action.payload;
-                const prevData = [
-                    ...(draft.failedJeScheduleTransactionKeysByPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] ?? []),
-                ];
-                const filteredKeys = prevData.filter((jeKey) => jeKey !== failedJeScheduleKey);
-                draft.failedJeScheduleTransactionKeysByPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] = filteredKeys;
+                const { failedJeScheduleKey } = action.payload;
+                removeKeyFromEveryTabSlot(draft.failedJeScheduleTransactionKeysByPeriodAndTab, failedJeScheduleKey);
             },
         },
         initializeJeScheduleLocalData: {
@@ -372,6 +406,91 @@ 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, scheduleType, }) {
+                return { payload: { query, scheduleType } };
+            },
+            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 +504,27 @@ 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 } 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 { ScheduleTransaction } from '../../../entity/transaction/stateTypes/scheduleTransaction';
+import { NewScheduleLocalData, NewScheduleLocalDataFixedAssets } from '../types/jeSchedulesViewState';
+export interface NewScheduleSearchTransactionsView {
+    searchTransactionsFetchState: FetchStateAndError;
+    searchTransactionsResults: ScheduleTransaction[];
+    searchTransactionsString?: string;
+}
+export interface NewScheduleView extends SelectorView, NewScheduleSearchTransactionsView {
+    accountListNestedAccountHierarchy: NestedAccountHierarchyForReport[];
+    allAccountList: AccountBase[];
+    allClassList: ClassBase[];
+    classListNestedAccountHierarchy: NestedClassHierarchyForReport[];
+    newScheduleLocalData: NewScheduleLocalData | NewScheduleLocalDataFixedAssets;
+    saveStatus: FetchStateAndError;
+    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

@@ -4,12 +4,30 @@ import { CompletionStatusType, FetchStateAndError, ID } from '../../../commonSta
 import { SelectorView } from '../../../commonStateTypes/viewAndReport/viewAndReport';
 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 { JEScheduledTransactionWithFailedEntries } from '../selectors/jeSchedulesViewSelector';
-import { JEScheduleLocalData, JESchedulesViewUIState } from '../types/jeSchedulesViewState';
+import { NewScheduleView } from '../selectorTypes/jeNewScheduleViewSelectorTypes';
+import { JEScheduleRow, JEScheduledTransactionWithFailedEntries } from '../selectors/jeSchedulesViewSelector';
+import { JEPageTab, 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;
@@ -18,16 +36,24 @@ export interface ExpenseAutomationJESchedulesViewSelector extends SelectorView {
     allDepreciationAccountList: AccountBase[];
     allDepreciationAccountListNestedAccountHierarchy: NestedAccountHierarchyForReport[];
     classListNestedAccountHierarchy: NestedClassHierarchyForReport[];
-    completedSchedules: JEScheduledTransaction[];
     completionStatus: CompletionStatusType;
-    draftSchedules: JEScheduledTransaction[];
+    createdSchedules: JEScheduleRow[];
+    createdTotal: number;
+    hasLoadedForSelectedTab: boolean;
     ignoreStatusById: Record<JEScheduleTransactionKey, FetchStateAndError>;
     jeScheduleLocalDataById: Record<ID, JEScheduleLocalData>;
-    ongoingSchedules: JEScheduledTransaction[];
-    pendingReviewSchedules: (JEScheduledTransaction | JEScheduledTransactionWithFailedEntries)[];
+    jeScheduleTypeCounts: {
+        active: Record<ScheduleTypes, number>;
+        ongoing: Record<ScheduleTypes, number>;
+    };
+    kpiSummary: JEKpiSummary;
+    newScheduleView: NewScheduleView | undefined;
+    pendingReviewSchedules: JEScheduleRow[];
+    pendingReviewTotal: number;
     postStatusById: Record<ID, FetchStateAndError>;
     refreshStatus: FetchStateAndError;
     resolveSchedules: JEScheduledTransactionWithFailedEntries[];
+    scheduleCountsByTab: Partial<Record<JEPageTab, number>>;
     uiState: JESchedulesViewUIState;
     uncategorizedAccounts: UncategorizedAccounts;
 }