@zeniai/client-epic-state 5.1.86 → 5.1.88-betaRD0

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

@@ -0,0 +1,140 @@
+import { toAmount } from '../../../commonStateTypes/amount';
+import { DEFAULT_DATE_FORMAT } from '../../../commonStateTypes/fiscalYearHelpers/formatZeniDateFY';
+import { MONTH_YEAR_FORMAT } from '../../../commonStateTypes/fiscalYearHelpers/formatZeniDateFY';
+import { LAST_SCHEDULE_DAY_OF_MONTH } from '../../../commonStateTypes/timePeriod';
+import { getPostingDateAndStatusForIndex } from '../../scheduleView/scheduleDetailView/scheduleDetailLocalDataHelper';
+import { mapScheduleTransactionToBaseScheduleTransactionPayload, } from '../../scheduleView/scheduleDetailView/scheduleDetailPayload';
+const getNewScheduleMemo = (vendorName, schedulePostingDate, currentPeriod, totalPeriod, assetId) => {
+    const addAsset = assetId != null && assetId !== '' ? ` - ${assetId}` : '';
+    return `${vendorName} - ${schedulePostingDate.format(MONTH_YEAR_FORMAT)} (${currentPeriod} of ${totalPeriod})${addAsset}`;
+};
+/**
+ * Computes the month-by-month JE schedule breakdown for a brand-new schedule
+ * (no linked transaction yet) — replicates createNewSchedulesHelper's math
+ * (scheduleDetailLocalDataHelper.ts) exactly: lump-sum total split evenly
+ * across months with the rounding remainder absorbed by the last month, and a
+ * running balance that decrements each month and is forced to exactly 0 on
+ * the last row.
+ */
+export const computeNewScheduleJeDetails = (localData, totalAmount, vendorName) => {
+    const period = localData.selectedMonths;
+    const startingMonth = localData.selectedDate;
+    if (startingMonth == null || period == null) {
+        return [];
+    }
+    const assetId = 'assetId' in localData ? localData.assetId : undefined;
+    const averageAmount = Math.abs(Math.round((totalAmount.amount / period) * 100) / 100);
+    const lastMonthAmount = Math.abs(Math.round((Math.abs(totalAmount.amount) - averageAmount * (period - 1)) * 100) / 100);
+    let runningBalance = Math.abs(totalAmount.amount);
+    const negativeNumbers = totalAmount.amount < 0 || runningBalance < 0;
+    const newJeDetails = [];
+    for (let index = 0; index < period; index++) {
+        if (runningBalance > averageAmount) {
+            runningBalance = Math.round((runningBalance - averageAmount) * 100) / 100;
+        }
+        else {
+            runningBalance = 0;
+        }
+        const amount = index === period - 1 ? lastMonthAmount : averageAmount;
+        runningBalance = index === period - 1 ? 0 : runningBalance;
+        const schedulePostingDate = startingMonth.add(index, 'month');
+        const { postingDate, postingStatus } = getPostingDateAndStatusForIndex(schedulePostingDate.month(), schedulePostingDate.year(), localData.lastDayOfMonth === true
+            ? undefined
+            : localData.selectedDayOfMonth);
+        newJeDetails.push({
+            postingDate,
+            amount: toAmount(negativeNumbers ? -amount : amount, totalAmount.currencyCode, totalAmount.currencySymbol),
+            runningBalance: toAmount(negativeNumbers ? -runningBalance : runningBalance, totalAmount.currencyCode, totalAmount.currencySymbol),
+            postingStatus,
+            memo: getNewScheduleMemo(vendorName, schedulePostingDate, index + 1, period, assetId),
+            jeLink: { type: 'unknown' },
+        });
+    }
+    return newJeDetails;
+};
+const mapNewJeDetailsToScheduledJournalEntryPayload = (jeScheduleDetails) => jeScheduleDetails.map((journalEntry) => ({
+    status: {
+        code: journalEntry.postingStatus,
+        label: journalEntry.postingStatus,
+    },
+    transaction_memo: journalEntry.memo,
+    third_party_id: journalEntry.jeLink.thirdPartyTransactionId ?? null,
+    expected_post_date: journalEntry.postingDate.format(DEFAULT_DATE_FORMAT),
+    amount: journalEntry.amount.amount,
+    balance: journalEntry.runningBalance.amount,
+    // Brand-new schedule — there is no prior scheduled-journal-entry history
+    // to cross-reference (unlike the legacy edit flow's equivalent mapper).
+    scheduled_journal_entry_id: null,
+    actual_post_date: null,
+    is_platform_generated: null,
+    je_schedule_id: null,
+    update_time: null,
+    create_time: null,
+}));
+/**
+ * Builds a savable schedule payload directly from a Base Transaction search
+ * result and the New Schedule form's local data — bypassing the legacy
+ * getJEScheduledTransactionByJEScheduleTransactionKey selector entirely,
+ * since that selector throws unless the entity has already round-tripped
+ * through a real GET /1.0/schedules/:id. A brand-new schedule has no such
+ * history, so this reads only from data already in hand (the selected
+ * transaction/line plus what the user filled into the form).
+ */
+export const prepareNewSchedulePayload = (transaction, localData, scheduleType) => {
+    if (transaction.thirdPartyTransactionId == null ||
+        transaction.thirdPartyTransactionId === '') {
+        return { ok: false, reason: 'missing_third_party_id' };
+    }
+    const scheduleTransaction = transaction;
+    const vendorId = localData.selectedVendor?.id ?? transaction.vendorId ?? '';
+    const vendorName = localData.selectedVendor?.name ?? transaction.vendorName ?? '';
+    if (vendorId === '' || vendorName === '') {
+        return { ok: false, reason: 'missing_vendor' };
+    }
+    const vendor = {
+        vendor_id: vendorId,
+        vendor_name: vendorName,
+    };
+    const jeScheduleDetails = computeNewScheduleJeDetails(localData, scheduleTransaction.amount, vendorName);
+    const postingDate = localData.selectedDayOfMonth ??
+        (localData.lastDayOfMonth === true ? LAST_SCHEDULE_DAY_OF_MONTH : null);
+    const firstJEScheduleDate = jeScheduleDetails.length > 0
+        ? jeScheduleDetails[0].postingDate.format(DEFAULT_DATE_FORMAT)
+        : null;
+    const lastJEScheduleDate = jeScheduleDetails.length > 0
+        ? jeScheduleDetails[jeScheduleDetails.length - 1].postingDate.format(DEFAULT_DATE_FORMAT)
+        : null;
+    const isFixedAssets = scheduleType === 'fixed_assets';
+    const assetId = 'assetId' in localData ? localData.assetId : undefined;
+    const selectedAccumulatedDepreciationCategory = 'selectedAccumulatedDepreciationCategory' in localData
+        ? localData.selectedAccumulatedDepreciationCategory
+        : undefined;
+    const status = { code: 'new', label: 'New' };
+    const jeSchedulePayload = {
+        status,
+        vendor,
+        currency_code: scheduleTransaction.currency.currencyCode,
+        currency_symbol: scheduleTransaction.currency.currencySymbol,
+        period: localData.selectedMonths ?? null,
+        je_schedule_type: scheduleType,
+        posting_date: postingDate,
+        balance: scheduleTransaction.amount.amount,
+        start_date: firstJEScheduleDate,
+        end_date: lastJEScheduleDate,
+        je_credit_accounting_class_id: scheduleTransaction.classBase?.classId ?? null,
+        je_credit_account_id: isFixedAssets
+            ? (selectedAccumulatedDepreciationCategory ?? null)
+            : scheduleTransaction.account.accountId,
+        je_debit_account_id: localData.selectedAccount ?? null,
+        je_debit_accounting_class_id: localData.selectedClass ?? null,
+        other_attributes: assetId != null ? { asset_id: assetId } : {},
+        base_transaction: mapScheduleTransactionToBaseScheduleTransactionPayload(scheduleTransaction),
+    };
+    return {
+        ok: true,
+        payload: {
+            je_schedules: [jeSchedulePayload],
+            scheduled_journal_entries: mapNewJeDetailsToScheduledJournalEntryPayload(jeScheduleDetails),
+        },
+    };
+};

package/lib/esm/view/expenseAutomationView/payload/jeSchedulesPayload.js

@@ -1,5 +1,60 @@
 import { DEFAULT_DATE_FORMAT } from '../../../commonStateTypes/fiscalYearHelpers/formatZeniDateFY';
+import { getClassList } from '../../classList/classListSelector';
 import { mapScheduleTransactionToBaseScheduleTransactionPayload, mapVendorToVendorPayload, } from '../../scheduleView/scheduleDetailView/scheduleDetailPayload';
+const BALANCE_SHEET_CLASS_LABEL = 'balance_sheet';
+const SERVICE_MONTH_FORMAT = 'YYYY-MM';
+/**
+ * The credit line is the accrued liability, which always sits on the balance sheet — the
+ * recurring accrued path resolves the same class the same way (see
+ * prepareNewScheduleAccruedDetailPayload). Omitted rather than sent empty when the tenant has
+ * no balance_sheet class, since the API treats the field as optional.
+ */
+export const prepareCreateOneTimeAccrualPayload = (state, localData) => {
+    const { classListState, classState } = state;
+    const balanceSheetClass = getClassList(classState, classListState).classes.find((accountingClass) => accountingClass.labels?.includes(BALANCE_SHEET_CLASS_LABEL) === true);
+    // reverse_next_month alone decides reversal_policy server-side, so reversal_policy is
+    // deliberately not sent — the API documents it only as an alternate way to say on_bill_match,
+    // and sending both would be two sources of truth for one toggle.
+    const reversalFields = localData.reverseNextMonth
+        ? {
+            reverse_next_month: true,
+            expected_reversal_date: getExpectedReversalDate(localData.serviceMonth).format(DEFAULT_DATE_FORMAT),
+        }
+        : { reverse_next_month: false };
+    return {
+        vendor_id: localData.vendorId,
+        vendor_name: localData.vendorName,
+        service_month: localData.serviceMonth.format(SERVICE_MONTH_FORMAT),
+        amount: localData.amount,
+        memo: localData.memo,
+        je_debit_account_id: localData.debitAccountId,
+        je_credit_account_id: localData.creditAccountId,
+        ...(localData.debitAccountName != null
+            ? { je_debit_account_name: localData.debitAccountName }
+            : {}),
+        ...(localData.creditAccountName != null
+            ? { je_credit_account_name: localData.creditAccountName }
+            : {}),
+        ...(localData.debitClassId != null
+            ? { je_debit_accounting_class_id: localData.debitClassId }
+            : {}),
+        ...(localData.debitClassName != null
+            ? { je_debit_accounting_class_name: localData.debitClassName }
+            : {}),
+        ...(balanceSheetClass != null
+            ? {
+                je_credit_accounting_class_id: balanceSheetClass.classId,
+                je_credit_accounting_class_name: balanceSheetClass.className,
+            }
+            : {}),
+        ...reversalFields,
+    };
+};
+/**
+ * The API defaults this to the 1st of the month after service_month. We send it explicitly so the
+ * date the form promised the user is the date that gets stored.
+ */
+export const getExpectedReversalDate = (serviceMonth) => serviceMonth.add(1, 'month').startOf('month');
 export const prepareIgnoreSchedulePayload = (scheduleType, jeScheduleTransaction, state) => {
     const { vendorState } = state;
     const { vendor, currencyCode, currencySymbol, baseTransaction, status, balanceAsOfToday, period, startDate, endDate, jeCredit, jeDebit, } = jeScheduleTransaction;

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

@@ -2,9 +2,16 @@ import { createSlice } from '@reduxjs/toolkit';
 import { geNestedAccountIDHierarchyForReport } from '../../../commonStateTypes/accountView/getNestedAccountIDHierarchyForReport';
 import { toMonthYearPeriodId, } from '../../../commonStateTypes/timePeriod';
 import { mapAccountBasePayloadToAccountBase, mapAccountMetadataPayloadToAccountMetadata, } from '../../../entity/account/accountPayload';
-import { getJEScheduleTransactionDetailKeyPayload, } from '../../../entity/jeSchedules/jeSchedulesPayload';
+import { generateJEOneTimeAccrualKey } from '../../../entity/jeSchedules/jeScheduleHelper';
+import { getJEScheduleKey, getJEScheduleTransactionDetailKeyPayload, } from '../../../entity/jeSchedules/jeSchedulesPayload';
 import { clearAll } from '../../../rootActions';
 import { mapAccountTypeRecommendationPayloadToAccountRecommendationByType, } from '../../accountMappingView/accountTypeRecommendation/accountTypeRecommendationPayload';
+import { MIN_NEW_SCHEDULE_SEARCH_LENGTH, getJESchedulePeriodTabKey, } from '../types/jeSchedulesViewState';
+function removeKeyFromEveryTabSlot(keysByPeriodAndTab, keyToRemove) {
+    for (const periodTabKey of Object.keys(keysByPeriodAndTab)) {
+        keysByPeriodAndTab[periodTabKey] = keysByPeriodAndTab[periodTabKey].filter((jeScheduleKey) => jeScheduleKey !== keyToRemove);
+    }
+}
 export const accountSettingsInitialState = {
     localData: {
         selectedPrepaidExpensesAccountIds: [],
@@ -36,16 +43,34 @@ 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: {},
+    jeScheduleTransactionKeysByPeriodAndTab: {},
+    jeScheduleAccruedKeysByPeriodAndTab: {},
+    jeScheduleOneTimeAccrualKeysByPeriodAndTab: {},
+    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,
@@ -56,6 +81,14 @@ export const initialState = {
         error: undefined,
     },
     accountSettings: accountSettingsInitialState,
+    newSchedule: {
+        createOneTimeAccrualStatus: { fetchState: 'Not-Started', error: undefined },
+        newScheduleState: newScheduleInitialState,
+        saveStatus: { fetchState: 'Not-Started', error: undefined },
+        searchTransactions: searchTransactionsInitialState,
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
     fetchState: 'Not-Started',
     error: undefined,
     hasValidState() {
@@ -100,9 +133,12 @@ const expenseAutomationJESchedulesView = createSlice({
             },
         },
         fetchJeSchedulesSuccess(draft, action) {
-            const { jeSchedules, selectedPeriod, failedJeSchedules, refreshViewInBackground, } = action.payload;
+            const { jeSchedules, selectedPeriod, selectedPageTab, failedJeSchedules, accruedJeSchedules, oneTimeAccruals, refreshViewInBackground, } = action.payload;
+            const periodTabKey = getJESchedulePeriodTabKey(selectedPageTab, toMonthYearPeriodId(selectedPeriod));
             const jeScheduleTransactionKeys = jeSchedules.map((schedules) => getJEScheduleTransactionDetailKeyPayload(schedules.base_transaction));
             const failedJeScheduleTransactionKeys = failedJeSchedules.map((schedules) => getJEScheduleTransactionDetailKeyPayload(schedules.base_transaction));
+            const jeScheduleAccruedKeys = accruedJeSchedules.map((schedule) => getJEScheduleKey(schedule));
+            const jeScheduleOneTimeAccrualKeys = oneTimeAccruals.map((accrual) => generateJEOneTimeAccrualKey(accrual._id));
             if (refreshViewInBackground === true &&
                 draft.refreshStatus.fetchState === 'In-Progress') {
                 draft.refreshStatus = { fetchState: 'Completed', error: undefined };
@@ -111,19 +147,28 @@ const expenseAutomationJESchedulesView = createSlice({
                 draft.fetchState = 'Completed';
                 draft.error = undefined;
             }
-            draft.jeScheduleTransactionKeysByPeriod[toMonthYearPeriodId(selectedPeriod)] = jeScheduleTransactionKeys;
-            draft.failedJeScheduleTransactionKeysByPeriod[toMonthYearPeriodId(selectedPeriod)] = failedJeScheduleTransactionKeys;
+            draft.jeScheduleTransactionKeysByPeriodAndTab[periodTabKey] =
+                jeScheduleTransactionKeys;
+            draft.jeScheduleAccruedKeysByPeriodAndTab[periodTabKey] =
+                jeScheduleAccruedKeys;
+            draft.jeScheduleOneTimeAccrualKeysByPeriodAndTab[periodTabKey] =
+                jeScheduleOneTimeAccrualKeys;
+            draft.failedJeScheduleTransactionKeysByPeriodAndTab[periodTabKey] =
+                failedJeScheduleTransactionKeys;
         },
         fetchJeSchedulesFailure(draft, action) {
-            const { status, selectedPeriod } = action.payload;
+            const { status, selectedPeriod, selectedPageTab } = action.payload;
+            const periodTabKey = getJESchedulePeriodTabKey(selectedPageTab, 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.jeScheduleOneTimeAccrualKeysByPeriodAndTab[periodTabKey] = [];
             }
-            draft.jeScheduleTransactionKeysByPeriod[toMonthYearPeriodId(selectedPeriod)] = [];
         },
         retryJeSchedule(draft, action) {
             const { scheduledJournalEntryID } = action.payload;
@@ -211,17 +256,18 @@ const expenseAutomationJESchedulesView = 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[toMonthYearPeriodId(selectedPeriod)] = jeScheduleKeys;
+                const { selectedPeriod, selectedPageTab, jeScheduleKeys } = action.payload;
+                draft.jeScheduleTransactionKeysByPeriodAndTab[getJESchedulePeriodTabKey(selectedPageTab, toMonthYearPeriodId(selectedPeriod))] = jeScheduleKeys;
             },
         },
         removeJeScheduleTransactionKey: {
@@ -234,12 +280,10 @@ const expenseAutomationJESchedulesView = createSlice({
                 };
             },
             reducer(draft, action) {
-                const { selectedPeriod, jeScheduleKey } = action.payload;
-                const prevData = [
-                    ...(draft.jeScheduleTransactionKeysByPeriod[toMonthYearPeriodId(selectedPeriod)] ?? []),
-                ];
-                const filteredKeys = prevData.filter((jeKey) => jeKey !== jeScheduleKey);
-                draft.jeScheduleTransactionKeysByPeriod[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: {
@@ -252,12 +296,8 @@ const expenseAutomationJESchedulesView = createSlice({
                 };
             },
             reducer(draft, action) {
-                const { selectedPeriod, failedJeScheduleKey } = action.payload;
-                const prevData = [
-                    ...(draft.failedJeScheduleTransactionKeysByPeriod[toMonthYearPeriodId(selectedPeriod)] ?? []),
-                ];
-                const filteredKeys = prevData.filter((jeKey) => jeKey !== failedJeScheduleKey);
-                draft.failedJeScheduleTransactionKeysByPeriod[toMonthYearPeriodId(selectedPeriod)] = filteredKeys;
+                const { failedJeScheduleKey } = action.payload;
+                removeKeyFromEveryTabSlot(draft.failedJeScheduleTransactionKeysByPeriodAndTab, failedJeScheduleKey);
             },
         },
         initializeJeScheduleLocalData: {
@@ -369,6 +409,114 @@ 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, 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 < 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,
+            };
+        },
+        createOneTimeAccrual: {
+            prepare(localData) {
+                return { payload: { localData } };
+            },
+            reducer(draft) {
+                draft.newSchedule.createOneTimeAccrualStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+        },
+        createOneTimeAccrualSuccess(draft) {
+            draft.newSchedule.createOneTimeAccrualStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        createOneTimeAccrualFailure(draft, action) {
+            draft.newSchedule.createOneTimeAccrualStatus = {
+                fetchState: 'Error',
+                error: action.payload.status,
+            };
+        },
         updateJESchedulesUIState(draft, action) {
             if (action.payload.sortKey != null) {
                 draft.uiState.sortKey = action.payload.sortKey;
@@ -382,10 +530,21 @@ 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);
         },
@@ -396,7 +555,7 @@ const expenseAutomationJESchedulesView = createSlice({
         });
     },
 });
-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, createOneTimeAccrual, createOneTimeAccrualFailure, createOneTimeAccrualSuccess, 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 +1,102 @@
+import { getAccountIdsForLabels, getAccountIdsForTypes, } from '../../../entity/account/accountSelector';
+import { getScheduleTransactionById } 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';
+/**
+ * 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 = searchTransactions.searchResults
+        .map((key) => getScheduleTransactionById(state.transactionState, key))
+        .filter((transaction) => transaction != null);
+    return {
+        searchTransactionsResults,
+        searchTransactionsFetchState: {
+            fetchState: searchTransactions.fetchState,
+            error: searchTransactions.error,
+        },
+        searchTransactionsString: searchTransactions.searchString,
+    };
+};
+const ACCRUED_EXPENSE_ACCOUNT_LABELS = ['accrued_expenses'];
+/**
+ * Account + class options for the one-time accrual creation form.
+ *
+ * getAccountsTypesForScheduleDetails('accrued_expenses') deliberately includes
+ * other_current_liabilities, because the accrued liability accounts live there —
+ * so the debit list has to subtract them back out, and the credit list keeps only
+ * them. Mirrors getScheduleAccruedDetailView, which is the form this one is
+ * modelled on.
+ */
+export const getNewOneTimeAccrualView = (state) => {
+    const { accountState, accountListState, classState, classListState } = state;
+    const { newSchedule } = state.expenseAutomationJESchedulesViewState;
+    const accountType = getAccountsTypesForScheduleEpics();
+    const accrualAccountIds = getAccountIdsForTypes(accountState, getAccountsTypesForScheduleDetails('accrued_expenses'));
+    const accruedCategoryIds = getAccountIdsForLabels(accountState, ACCRUED_EXPENSE_ACCOUNT_LABELS);
+    const allAccountList = getAccountList(accountState, accountListState, accountType.accountListKey);
+    const nestedAccountHierarchy = getNestedAccountListHierarchy(accountListState, accountType.accountListKey);
+    const debitAccounts = allAccountList.accounts.filter((account) => accrualAccountIds.includes(account.accountId) &&
+        !accruedCategoryIds.includes(account.accountId));
+    const creditAccounts = allAccountList.accounts.filter((account) => accruedCategoryIds.includes(account.accountId));
+    const allClassList = getClassList(classState, classListState);
+    return {
+        accountListNestedAccountHierarchy: filterNestedAccountHierarchyById(nestedAccountHierarchy, debitAccounts.map((account) => account.accountId)),
+        accruedAccountListNestedAccountHierarchy: filterNestedAccountHierarchyById(nestedAccountHierarchy, creditAccounts.map((account) => account.accountId)),
+        allAccountList: debitAccounts,
+        allAccruedExpenseList: creditAccounts,
+        allClassList: allClassList.classes,
+        classListNestedAccountHierarchy: getNestedClassListHierarchy(classListState),
+        createStatus: newSchedule.createOneTimeAccrualStatus,
+    };
+};
+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],
+        saveStatus: newSchedule.saveStatus,
+        ...searchTransactionsView,
+        fetchState: newSchedule.fetchState,
+        error: newSchedule.error,
+    };
+};