@zeniai/client-epic-state 5.1.91 → 5.1.92-betaRD0

package/lib/entity/aiCfo/aiCfoState.d.ts

@@ -140,9 +140,9 @@ export interface AiCfoVisualization {
     data: TableVisualization | ChartVisualization | InteractiveFormVisualization;
     type: AiCfoVisualizationType;
 }
-export declare const toMessageSender: (v: string) => "user" | "agent";
+export declare const toMessageSender: (v: string) => "agent" | "user";
 export declare const toMessageType: (v: string) => "plain_text" | "json";
-export declare const toMessageSenderStrict: (v: string) => "user" | "agent" | undefined;
+export declare const toMessageSenderStrict: (v: string) => "agent" | "user" | undefined;
 export declare const toMessageTypeStrict: (v: string) => "plain_text" | "json" | undefined;
 export type MessageSender = ReturnType<typeof toMessageSender>;
 export type MessageType = ReturnType<typeof toMessageType>;

package/lib/entity/jeSchedules/jeScheduleHelper.d.ts

@@ -1,2 +1,4 @@
+import { ID } from '../../commonStateTypes/common';
 import { JEAccruedScheduledTransactionPayload } from './jeSchedulesPayload';
 export declare function generateJEScheduleKey(payload: JEAccruedScheduledTransactionPayload): `${string}_${string}`;
+export declare function generateJEOneTimeAccrualKey(accrualId: ID): `${string}_one_time_accrual`;

package/lib/entity/jeSchedules/jeScheduleHelper.js

@@ -1,6 +1,13 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.generateJEScheduleKey = generateJEScheduleKey;
+exports.generateJEOneTimeAccrualKey = generateJEOneTimeAccrualKey;
 function generateJEScheduleKey(payload) {
     return `${payload.je_schedule_id}_${payload.je_schedule_type}`;
 }
+// Suffixed rather than using the bare Mongo _id so the key is a distinct type from
+// JEScheduleKey / JEScheduleTransactionKey and the three cannot be passed interchangeably.
+// The unsuffixed id stays on the entity as `accrualId` for callers that need it.
+function generateJEOneTimeAccrualKey(accrualId) {
+    return `${accrualId}_one_time_accrual`;
+}

package/lib/entity/jeSchedules/jeSchedulesPayload.d.ts

@@ -7,7 +7,7 @@ import { TransactionIDPayload } from '../transaction/payloadTypes/transactionIDP
 import { TransactionCategory } from '../transaction/stateTypes/transactionType';
 import { UserPayload } from '../user/userPayload';
 import { VendorPayload } from '../vendor/vendorPayload';
-import { JEAccruedScheduledTransactionState, JEScheduledTransactionState, ScheduledJournalEntryState } from './jeSchedulesState';
+import { JEAccruedScheduledTransactionState, JEOneTimeAccrualState, JEScheduledTransactionState, ScheduledJournalEntryState } from './jeSchedulesState';
 import { JEScheduleKey, JEScheduleTransactionKey } from './jeSchedulesTypes';
 export interface JEScheduleOtherAttributesPayload {
     asset_id?: string | null;
@@ -72,9 +72,13 @@ export interface JEScheduledTransactionPayload {
     updated_by: UserPayload;
     vendor: VendorPayload;
     ai_summaries?: JEScheduleAISummariesPayload;
+    confidence_score?: number | null;
+    create_time?: string | null;
     created_by?: UserPayload;
     end_date?: string | null;
+    posted_count?: number | null;
     recommendations?: JEScheduleRecommendationsPayload;
+    recurring_amount?: number | null;
     updated_at?: string | null;
 }
 export interface JEAccruedScheduledTransactionPayload extends Omit<JEScheduledTransactionPayload, 'base_transaction' | 'je_schedule_id' | 'je_schedule_type'> {
@@ -84,6 +88,66 @@ export interface JEAccruedScheduledTransactionPayload extends Omit<JEScheduledTr
     memo: string;
     recurring_amount: number;
 }
+/**
+ * The frozen vendor profile the Cron used to decide an accrual, so the detail page can show its
+ * reasoning even after the live profile is rebuilt. Present on agent/Cron rows ONLY — a human-created
+ * accrual carries none, which is why every consumer has to treat it as absent rather than empty.
+ */
+export interface JEOneTimeAccrualProfileSnapshotPayload {
+    billing_pattern?: {
+        avg_amount?: number | null;
+        billing_lag_days?: number | null;
+        consistency_score?: number | null;
+        frequency?: string | null;
+        last_bill_amount?: number | null;
+        last_bill_date?: string | null;
+        months_of_history?: number | null;
+        typical_bill_day?: number | null;
+    } | null;
+    monthly_totals?: Record<string, number> | null;
+    sorted_months?: string[] | null;
+}
+/** The JE the AI originally suggested, frozen at draft time for suggested-vs-posted comparison. */
+export interface JEOneTimeAccrualAiSuggestionPayload {
+    estimated_amount?: number | null;
+    je_credit_account_id?: ID | null;
+    je_credit_account_name?: string | null;
+    je_debit_account_id?: ID | null;
+    je_debit_account_name?: string | null;
+    memo?: string | null;
+}
+export interface JEOneTimeAccrualPayload {
+    _id: ID;
+    estimated_amount: number;
+    origin: string;
+    service_month: string;
+    status: string;
+    vendor_id: ID;
+    vendor_name: string;
+    actual_post_date?: string | null;
+    actual_reversal_post_date?: string | null;
+    ai_suggestion?: JEOneTimeAccrualAiSuggestionPayload | null;
+    automation_tier?: string | null;
+    created_by_user?: UserPayload | null;
+    currency?: string | null;
+    expected_reversal_date?: string | null;
+    je_credit_account_id?: ID | null;
+    je_credit_account_name?: string | null;
+    je_credit_accounting_class_id?: ID | null;
+    je_credit_accounting_class_name?: string | null;
+    je_debit_account_id?: ID | null;
+    je_debit_account_name?: string | null;
+    je_debit_accounting_class_id?: ID | null;
+    je_debit_accounting_class_name?: string | null;
+    memo?: string | null;
+    posting_date?: string | null;
+    profile_snapshot?: JEOneTimeAccrualProfileSnapshotPayload | null;
+    reversal_policy?: string | null;
+    reversal_transaction_id?: ID | null;
+    reversal_trigger?: string | null;
+    transaction_id?: ID | null;
+    transaction_integration_id?: ID | null;
+}
 export interface ScheduledJournalEntryPayload {
     actual_post_date: string | null;
     create_time: string | null;
@@ -114,3 +178,4 @@ export declare function getJEScheduleTransactionDetailKeyPayload(payload: Schedu
 export declare function getJEScheduleKey(payload: JEAccruedScheduledTransactionPayload): JEScheduleKey;
 export declare function toJEScheduledTransaction(payload: JEScheduledTransactionPayload): JEScheduledTransactionState;
 export declare function toJEAccruedScheduledTransaction(payload: JEAccruedScheduledTransactionPayload): JEAccruedScheduledTransactionState;
+export declare function toJEOneTimeAccrual(payload: JEOneTimeAccrualPayload): JEOneTimeAccrualState;

package/lib/entity/jeSchedules/jeSchedulesPayload.js

@@ -8,12 +8,15 @@ exports.getJEScheduleTransactionDetailKeyPayload = getJEScheduleTransactionDetai
 exports.getJEScheduleKey = getJEScheduleKey;
 exports.toJEScheduledTransaction = toJEScheduledTransaction;
 exports.toJEAccruedScheduledTransaction = toJEAccruedScheduledTransaction;
+exports.toJEOneTimeAccrual = toJEOneTimeAccrual;
 const amount_1 = require("../../commonStateTypes/amount");
 const timePeriod_1 = require("../../commonStateTypes/timePeriod");
 const zeniDayJS_1 = require("../../zeniDayJS");
+const zeniUrl_1 = require("../../zeniUrl");
 const transactionIDPayload_1 = require("../transaction/payloadTypes/transactionIDPayload");
 const jeScheduleHelper_1 = require("./jeScheduleHelper");
 const jeSchedulesTypes_1 = require("./jeSchedulesTypes");
+const USD_CURRENCY_CODE = 'USD';
 function toScheduledJournalEntryState(payload, currency_code, currency_symbol) {
     return {
         status: {
@@ -258,9 +261,18 @@ function toJEScheduledTransaction(payload) {
         startDate: payload.start_date != null ? (0, zeniDayJS_1.date)(payload.start_date) : undefined,
         endDate: payload.end_date != null ? (0, zeniDayJS_1.date)(payload.end_date) : undefined,
         period: payload.period != null ? Number(payload.period) : undefined,
+        recurringAmount: payload.recurring_amount != null
+            ? {
+                amount: payload.recurring_amount,
+                currencyCode: payload.currency_code,
+                currencySymbol: payload.currency_symbol,
+            }
+            : undefined,
+        postedCount: payload.posted_count ?? undefined,
         updatedByUserID: payload.updated_by.user_id,
         balanceAsOfToday: payload.balance ?? undefined,
         updatedAt: payload.updated_at != null ? (0, zeniDayJS_1.date)(payload.updated_at) : undefined,
+        createTime: payload.create_time != null ? (0, zeniDayJS_1.date)(payload.create_time) : undefined,
         jeCredit: {
             accountId: payload.je_credit_account_id ?? undefined,
             accountingClassId: payload.je_credit_accounting_class_id ?? undefined,
@@ -285,6 +297,7 @@ function toJEScheduledTransaction(payload) {
             : {},
         scheduledJournalEntry: [],
         aiSummaries: toJEScheduleAISummaries(payload.ai_summaries),
+        confidenceScore: payload.confidence_score ?? undefined,
         createdByUserID: payload.created_by?.user_id ?? undefined,
         recommendations: toJEScheduleRecommendations(payload.recommendations),
     };
@@ -342,3 +355,125 @@ function toJEAccruedScheduledTransaction(payload) {
         jeScheduleType: (0, jeSchedulesTypes_1.toScheduleTypesTypeStrict)(payload.je_schedule_type),
     };
 }
+/**
+ * Reads the months in the order the snapshot gives them rather than deriving a range: a vendor that
+ * skipped a month has no entry for it, so filling gaps would invent history that was never billed.
+ */
+function toJEOneTimeAccrualMonthlyTotals(snapshot, currencyCode) {
+    const monthlyTotals = snapshot.monthly_totals;
+    if (monthlyTotals == null) {
+        return [];
+    }
+    const months = snapshot.sorted_months ?? Object.keys(monthlyTotals).sort();
+    return months
+        .filter((month) => monthlyTotals[month] != null)
+        .map((month) => ({
+        month,
+        amount: toOneTimeAccrualAmount(monthlyTotals[month], currencyCode),
+    }));
+}
+function toJEOneTimeAccrualProfileSnapshot(payload, currencyCode) {
+    if (payload == null) {
+        return undefined;
+    }
+    const billingPattern = payload.billing_pattern;
+    return {
+        monthlyTotals: toJEOneTimeAccrualMonthlyTotals(payload, currencyCode),
+        billingPattern: billingPattern != null
+            ? {
+                frequency: billingPattern.frequency ?? undefined,
+                monthsOfHistory: billingPattern.months_of_history ?? undefined,
+                consistencyScore: billingPattern.consistency_score ?? undefined,
+                billingLagDays: billingPattern.billing_lag_days ?? undefined,
+                typicalBillDay: billingPattern.typical_bill_day ?? undefined,
+                avgAmount: billingPattern.avg_amount != null
+                    ? toOneTimeAccrualAmount(billingPattern.avg_amount, currencyCode)
+                    : undefined,
+                lastBillAmount: billingPattern.last_bill_amount != null
+                    ? toOneTimeAccrualAmount(billingPattern.last_bill_amount, currencyCode)
+                    : undefined,
+                lastBillDate: billingPattern.last_bill_date != null
+                    ? (0, zeniDayJS_1.date)(billingPattern.last_bill_date)
+                    : undefined,
+            }
+            : undefined,
+    };
+}
+function toJEOneTimeAccrualAiSuggestion(payload, currencyCode) {
+    if (payload == null) {
+        return undefined;
+    }
+    return {
+        memo: payload.memo ?? undefined,
+        jeDebitAccountName: payload.je_debit_account_name ?? undefined,
+        jeCreditAccountName: payload.je_credit_account_name ?? undefined,
+        estimatedAmount: payload.estimated_amount != null
+            ? toOneTimeAccrualAmount(payload.estimated_amount, currencyCode)
+            : undefined,
+    };
+}
+function toJEOneTimeAccrual(payload) {
+    return {
+        accrualId: payload._id,
+        vendorId: payload.vendor_id,
+        vendorName: payload.vendor_name,
+        serviceMonth: payload.service_month,
+        accrualStatus: (0, jeSchedulesTypes_1.toOneTimeAccrualStatusCodeType)(payload.status),
+        origin: (0, jeSchedulesTypes_1.toOneTimeAccrualOriginType)(payload.origin),
+        automationTier: payload.automation_tier != null
+            ? (0, jeSchedulesTypes_1.toOneTimeAccrualAutomationTierType)(payload.automation_tier)
+            : undefined,
+        estimatedAmount: toOneTimeAccrualAmount(payload.estimated_amount, payload.currency),
+        memo: payload.memo ?? '',
+        profileSnapshot: toJEOneTimeAccrualProfileSnapshot(payload.profile_snapshot, payload.currency),
+        aiSuggestion: toJEOneTimeAccrualAiSuggestion(payload.ai_suggestion, payload.currency),
+        // Exclusive by contract: a scheduled row reverses on expectedReversalDate and bills never
+        // drive it, so the two never need reconciling. Defaulting to on_bill_match matches the
+        // create path's default when the field is absent on an older document.
+        reversalPolicy: (0, jeSchedulesTypes_1.toOneTimeAccrualReversalPolicyType)(payload.reversal_policy ?? 'on_bill_match'),
+        reversalTrigger: (0, jeSchedulesTypes_1.toOneTimeAccrualReversalTriggerType)(payload.reversal_trigger ?? undefined),
+        expectedReversalDate: payload.expected_reversal_date != null
+            ? (0, zeniDayJS_1.date)(payload.expected_reversal_date)
+            : undefined,
+        postingDate: payload.posting_date != null ? (0, zeniDayJS_1.date)(payload.posting_date) : undefined,
+        actualPostDate: payload.actual_post_date != null
+            ? (0, zeniDayJS_1.date)(payload.actual_post_date)
+            : undefined,
+        actualReversalPostDate: payload.actual_reversal_post_date != null
+            ? (0, zeniDayJS_1.date)(payload.actual_reversal_post_date)
+            : undefined,
+        jeDebitAccountId: payload.je_debit_account_id ?? undefined,
+        jeDebitAccountName: payload.je_debit_account_name ?? undefined,
+        jeDebitAccountingClassId: payload.je_debit_accounting_class_id ?? undefined,
+        jeDebitAccountingClassName: payload.je_debit_accounting_class_name ?? undefined,
+        jeCreditAccountId: payload.je_credit_account_id ?? undefined,
+        jeCreditAccountName: payload.je_credit_account_name ?? undefined,
+        jeCreditAccountingClassId: payload.je_credit_accounting_class_id ?? undefined,
+        jeCreditAccountingClassName: payload.je_credit_accounting_class_name ?? undefined,
+        transactionId: payload.transaction_id ?? undefined,
+        transactionIntegrationId: payload.transaction_integration_id ?? undefined,
+        reversalTransactionId: payload.reversal_transaction_id ?? undefined,
+        createdBy: toJEOneTimeAccrualCreator(payload.created_by_user),
+    };
+}
+// The accrual wire format carries a currency CODE but no symbol, so the symbol has to be derived.
+// Only USD has a known glyph today (the create path is USD-only); anything else falls back to the
+// code, which reads correctly as "EUR 1,200" rather than silently rendering a wrong "$".
+function toOneTimeAccrualAmount(amount, currencyCode) {
+    const code = currencyCode ?? USD_CURRENCY_CODE;
+    return (0, amount_1.toAmount)(amount, code, code === USD_CURRENCY_CODE ? '$' : code);
+}
+function toJEOneTimeAccrualCreator(payload) {
+    if (payload == null) {
+        return undefined;
+    }
+    return {
+        userId: payload.user_id,
+        email: payload.email ?? undefined,
+        firstName: payload.first_name ?? undefined,
+        lastName: payload.last_name ?? undefined,
+        photo: payload.photo?.original != null
+            ? (0, zeniUrl_1.toZeniUrl)(payload.photo.original)
+            : undefined,
+    };
+}

package/lib/entity/jeSchedules/jeSchedulesReducer.d.ts

@@ -1,5 +1,5 @@
 import { UpdateType } from '../../commonStateTypes/common';
-import { JEAccruedScheduledTransactionPayload, JEScheduledTransactionPayload, ScheduledJournalEntryPayload } from './jeSchedulesPayload';
+import { JEAccruedScheduledTransactionPayload, JEOneTimeAccrualPayload, JEScheduledTransactionPayload, ScheduledJournalEntryPayload } from './jeSchedulesPayload';
 import { JESchedulesState } from './jeSchedulesState';
 export declare const initialState: JESchedulesState;
 export declare const updateJESchedules: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[jeSchedulesTransactionsPayload: JEScheduledTransactionPayload[]], {
@@ -22,6 +22,8 @@ export declare const updateJESchedules: import("@reduxjs/toolkit").ActionCreator
     jeScheduleTransactionKey: `${string}_expense_${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}` | `${string}_bill_${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}`;
 }, "jeSchedules/deleteJESchedulesDetails", never, never>, deleteAccruedJESchedulesDetails: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[JEScheduleKey: `${string}_${string}`], {
     JEScheduleKey: `${string}_${string}`;
-}, "jeSchedules/deleteAccruedJESchedulesDetails", never, never>, clearAllAccruedJESchedules: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"jeSchedules/clearAllAccruedJESchedules">, clearAllJEScheduleTransactions: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"jeSchedules/clearAllJEScheduleTransactions">;
+}, "jeSchedules/deleteAccruedJESchedulesDetails", never, never>, clearAllAccruedJESchedules: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"jeSchedules/clearAllAccruedJESchedules">, clearAllJEScheduleTransactions: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"jeSchedules/clearAllJEScheduleTransactions">, updateJEOneTimeAccruals: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[jeOneTimeAccrualsPayload: JEOneTimeAccrualPayload[]], {
+    jeOneTimeAccrualsPayload: JEOneTimeAccrualPayload[];
+}, "jeSchedules/updateJEOneTimeAccruals", never, never>;
 declare const _default: import("redux").Reducer<JESchedulesState>;
 export default _default;

package/lib/entity/jeSchedules/jeSchedulesReducer.js

@@ -4,14 +4,16 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.clearAllJEScheduleTransactions = exports.clearAllAccruedJESchedules = exports.deleteAccruedJESchedulesDetails = exports.deleteJESchedulesDetails = exports.updateAccruedJESchedulesDetails = exports.updateJESchedulesDetails = exports.updateAccruedJEScheduledTransaction = exports.updateJEScheduledTransaction = exports.updateAccruedJESchedules = exports.updateJESchedules = exports.initialState = void 0;
+exports.updateJEOneTimeAccruals = exports.clearAllJEScheduleTransactions = exports.clearAllAccruedJESchedules = exports.deleteAccruedJESchedulesDetails = exports.deleteJESchedulesDetails = exports.updateAccruedJESchedulesDetails = exports.updateJESchedulesDetails = exports.updateAccruedJEScheduledTransaction = exports.updateJEScheduledTransaction = exports.updateAccruedJESchedules = exports.updateJESchedules = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const assignWith_1 = __importDefault(require("lodash/assignWith"));
 const rootActions_1 = require("../../rootActions");
+const jeScheduleHelper_1 = require("./jeScheduleHelper");
 const jeSchedulesPayload_1 = require("./jeSchedulesPayload");
 exports.initialState = {
     schedulesByTransactionKey: {},
     schedulesByAccruedJEScheduleKey: {},
+    oneTimeAccrualsByKey: {},
 };
 const jeSchedules = (0, toolkit_1.createSlice)({
     name: 'jeSchedules',
@@ -116,6 +118,25 @@ const jeSchedules = (0, toolkit_1.createSlice)({
                 delete draft.schedulesByAccruedJEScheduleKey[JEScheduleKey];
             },
         },
+        // Writes directly, unlike updateAccruedJESchedules / updateJESchedules, which are no-op
+        // actions whose only job is to trigger the entity fan-out epic that fetches vendors,
+        // accounts, classes and users. An accrual denormalizes all of those as names on the document,
+        // so there is nothing to fan out to.
+        updateJEOneTimeAccruals: {
+            prepare(jeOneTimeAccrualsPayload) {
+                return {
+                    payload: {
+                        jeOneTimeAccrualsPayload,
+                    },
+                };
+            },
+            reducer(draft, action) {
+                action.payload.jeOneTimeAccrualsPayload.forEach((accrualPayload) => {
+                    const accrual = (0, jeSchedulesPayload_1.toJEOneTimeAccrual)(accrualPayload);
+                    draft.oneTimeAccrualsByKey[(0, jeScheduleHelper_1.generateJEOneTimeAccrualKey)(accrual.accrualId)] = accrual;
+                });
+            },
+        },
         clearAllJEScheduleTransactions(draft) {
             draft.schedulesByTransactionKey = {};
         },
@@ -127,10 +148,11 @@ const jeSchedules = (0, toolkit_1.createSlice)({
         builder.addCase(rootActions_1.clearAll, (draft) => {
             draft.schedulesByAccruedJEScheduleKey = {};
             draft.schedulesByTransactionKey = {};
+            draft.oneTimeAccrualsByKey = {};
         });
     },
 });
-_a = jeSchedules.actions, exports.updateJESchedules = _a.updateJESchedules, exports.updateAccruedJESchedules = _a.updateAccruedJESchedules, exports.updateJEScheduledTransaction = _a.updateJEScheduledTransaction, exports.updateAccruedJEScheduledTransaction = _a.updateAccruedJEScheduledTransaction, exports.updateJESchedulesDetails = _a.updateJESchedulesDetails, exports.updateAccruedJESchedulesDetails = _a.updateAccruedJESchedulesDetails, exports.deleteJESchedulesDetails = _a.deleteJESchedulesDetails, exports.deleteAccruedJESchedulesDetails = _a.deleteAccruedJESchedulesDetails, exports.clearAllAccruedJESchedules = _a.clearAllAccruedJESchedules, exports.clearAllJEScheduleTransactions = _a.clearAllJEScheduleTransactions;
+_a = jeSchedules.actions, exports.updateJESchedules = _a.updateJESchedules, exports.updateAccruedJESchedules = _a.updateAccruedJESchedules, exports.updateJEScheduledTransaction = _a.updateJEScheduledTransaction, exports.updateAccruedJEScheduledTransaction = _a.updateAccruedJEScheduledTransaction, exports.updateJESchedulesDetails = _a.updateJESchedulesDetails, exports.updateAccruedJESchedulesDetails = _a.updateAccruedJESchedulesDetails, exports.deleteJESchedulesDetails = _a.deleteJESchedulesDetails, exports.deleteAccruedJESchedulesDetails = _a.deleteAccruedJESchedulesDetails, exports.clearAllAccruedJESchedules = _a.clearAllAccruedJESchedules, exports.clearAllJEScheduleTransactions = _a.clearAllJEScheduleTransactions, exports.updateJEOneTimeAccruals = _a.updateJEOneTimeAccruals;
 exports.default = jeSchedules.reducer;
 /**
  * Helper functions

package/lib/entity/jeSchedules/jeSchedulesSelector.d.ts

@@ -9,8 +9,8 @@ import { ScheduleTransaction } from '../transaction/stateTypes/scheduleTransacti
 import { TransactionID } from '../transaction/stateTypes/transaction';
 import { User } from '../user/userState';
 import { Vendor } from '../vendor/vendorState';
-import { JEScheduleAISummaries, JEScheduleOtherAttributes, JEScheduleRecommendations, ScheduleJournalStatusCode, ScheduleStatus } from './jeSchedulesState';
-import { JEScheduleKey, JEScheduleTransactionKey, JournalEntryErrorCodeType, ScheduleTypes } from './jeSchedulesTypes';
+import { JEOneTimeAccrualState, JEScheduleAISummaries, JEScheduleOtherAttributes, JEScheduleRecommendations, JESchedulesState, ScheduleJournalStatusCode, ScheduleStatus } from './jeSchedulesState';
+import { JEOneTimeAccrualKey, JEScheduleKey, JEScheduleTransactionKey, JournalEntryErrorCodeType, ScheduleTypes } from './jeSchedulesTypes';
 export interface ScheduledJournalEntry {
     error: JournalEntryErrorCodeType[];
     expectedPostDate: ZeniDate;
@@ -55,13 +55,17 @@ export interface JEScheduledTransaction {
         accountingClass?: Class;
     };
     jeScheduleTransactionKey: JEScheduleTransactionKey;
+    lifecycleTotal: number;
     otherAttributes: JEScheduleOtherAttributes;
+    postedCount: number;
     scheduledJournalEntry: ScheduledJournalEntry[];
     status: ScheduleStatus;
     vendor: Vendor;
     aiSummaries?: JEScheduleAISummaries;
     balanceAsOfToday?: Amount;
+    confidenceScore?: number;
     createdByUser?: User;
+    createTime?: ZeniDate;
     dayOfPostingDate?: ScheduleDaysOfMonth;
     endDate?: ZeniDate;
     jeScheduleId?: ID;
@@ -69,9 +73,14 @@ export interface JEScheduledTransaction {
     lastDayOfMonth?: boolean;
     period?: number;
     recommendations?: JEScheduleRecommendations;
+    recurringAmount?: Amount;
     startDate?: ZeniDate;
     updatedAt?: ZeniDate;
     updatedByUser?: User;
 }
+export interface JEOneTimeAccrual extends JEOneTimeAccrualState {
+    jeOneTimeAccrualKey: JEOneTimeAccrualKey;
+}
+export declare const getJEOneTimeAccrualByKey: (jeOneTimeAccrualKey: JEOneTimeAccrualKey, jeSchedulesState: JESchedulesState) => JEOneTimeAccrual | undefined;
 export declare const getJEAccruedScheduleByJEScheduleKey: (JEScheduleKey: JEScheduleKey, state: RootState) => JEAccruedSchedule | undefined;
 export declare const getJEScheduledTransactionByJEScheduleTransactionKey: (jeScheduleTransactionKey: JEScheduleTransactionKey, state: RootState) => JEScheduledTransaction;

package/lib/entity/jeSchedules/jeSchedulesSelector.js

@@ -3,7 +3,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
     return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.getJEScheduledTransactionByJEScheduleTransactionKey = exports.getJEAccruedScheduleByJEScheduleKey = void 0;
+exports.getJEScheduledTransactionByJEScheduleTransactionKey = exports.getJEAccruedScheduleByJEScheduleKey = exports.getJEOneTimeAccrualByKey = void 0;
 const get_1 = __importDefault(require("lodash/get"));
 const amount_1 = require("../../commonStateTypes/amount");
 const accountSelector_1 = require("../account/accountSelector");
@@ -11,13 +11,27 @@ const classSelector_1 = require("../class/classSelector");
 const transactionSelector_1 = require("../transaction/transactionSelector");
 const userSelector_1 = require("../user/userSelector");
 const vendorSelector_1 = require("../vendor/vendorSelector");
+// Takes the slice, not RootState: an accrual denormalizes its vendor, account and class names, so
+// unlike getJEAccruedScheduleByJEScheduleKey this joins nothing.
+//
+// Spreads the stored entity rather than rebuilding it field by field. That is deliberate — the
+// accrued joiner listed every field explicitly and silently dropped jeScheduleType, which made a
+// whole tab render empty while its reducer test still passed. A spread cannot lose a field.
+const getJEOneTimeAccrualByKey = (jeOneTimeAccrualKey, jeSchedulesState) => {
+    const accrual = (0, get_1.default)(jeSchedulesState.oneTimeAccrualsByKey, jeOneTimeAccrualKey);
+    if (accrual == null) {
+        return undefined;
+    }
+    return { ...accrual, jeOneTimeAccrualKey };
+};
+exports.getJEOneTimeAccrualByKey = getJEOneTimeAccrualByKey;
 const getJEAccruedScheduleByJEScheduleKey = (JEScheduleKey, state) => {
     const { jeSchedulesState, vendorState, accountState, userState, classState } = state;
     const JEAccruedScheduleState = (0, get_1.default)(jeSchedulesState.schedulesByAccruedJEScheduleKey, JEScheduleKey);
     if (JEAccruedScheduleState == null) {
         return undefined;
     }
-    const { period, updatedByUserID: updatedBy, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, memo, recurringAmount, createTime, otherAttributes, } = JEAccruedScheduleState;
+    const { period, updatedByUserID: updatedBy, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, memo, recurringAmount, createTime, otherAttributes, jeScheduleType, } = JEAccruedScheduleState;
     const vendorDetails = (0, vendorSelector_1.getVendorByVendorId)(vendorState, vendorId);
     if (vendorDetails == null) {
         throw new Error(`Vendor with ${vendorId} doesn't exist`);
@@ -41,6 +55,8 @@ const getJEAccruedScheduleByJEScheduleKey = (JEScheduleKey, state) => {
             reportId: 'class_list',
         })
         : undefined;
+    const postedCount = scheduledJournalEntry.filter((sje) => sje.status.code === 'posted' || sje.status.code === 'recorded').length;
+    const lifecycleTotal = period ?? scheduledJournalEntry.length;
     return {
         jeScheduleId,
         otherAttributes,
@@ -49,6 +65,8 @@ const getJEAccruedScheduleByJEScheduleKey = (JEScheduleKey, state) => {
         updatedAt,
         currencyCode,
         currencySymbol,
+        lifecycleTotal,
+        postedCount,
         jeCredit: {
             accountingClass: classCredit,
             account: accountCredit,
@@ -66,6 +84,7 @@ const getJEAccruedScheduleByJEScheduleKey = (JEScheduleKey, state) => {
         memo,
         createTime,
         recurringAmount,
+        jeScheduleType,
         jeAccruedScheduleKey: JEScheduleKey,
         balanceAsOfToday: balanceAsOfToday != null
             ? (0, amount_1.toAmount)(balanceAsOfToday, currencyCode, currencySymbol)
@@ -77,7 +96,7 @@ exports.getJEAccruedScheduleByJEScheduleKey = getJEAccruedScheduleByJEScheduleKe
 const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTransactionKey, state) => {
     const { jeSchedulesState, vendorState, accountState, userState, classState, transactionState, } = state;
     const jeScheduleTransactionState = (0, get_1.default)(jeSchedulesState.schedulesByTransactionKey, jeScheduleTransactionKey);
-    const { period, updatedByUserID: updatedBy, createdByUserID: createdBy, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, baseTransaction, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, otherAttributes, jeScheduleType, aiSummaries, recommendations, } = jeScheduleTransactionState;
+    const { period, updatedByUserID: updatedBy, createdByUserID: createdBy, createTime, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, baseTransaction, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, otherAttributes, jeScheduleType, aiSummaries, confidenceScore, recommendations, recurringAmount, postedCount: postedCountFromServer, } = jeScheduleTransactionState;
     const vendorDetails = (0, vendorSelector_1.getVendorByVendorId)(vendorState, vendorId);
     if (vendorDetails == null) {
         throw new Error(`Vendor with ${vendorId} doesn't exist`);
@@ -106,14 +125,24 @@ const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTransacti
             reportId: 'class_list',
         })
         : undefined;
+    // The expense-automation response carries no scheduled journal entries for these rows, so the
+    // filter below counts an empty array and every schedule reported 0 posted. Prefer the count the
+    // server derives, and keep the filter for callers that do have entries (the detail page, and
+    // failed postings, which come with theirs).
+    const postedCount = postedCountFromServer ??
+        scheduledJournalEntry.filter((sje) => sje.status.code === 'posted' || sje.status.code === 'recorded').length;
+    const lifecycleTotal = period ?? scheduledJournalEntry.length;
     return {
         jeScheduleId,
         jeScheduleType,
+        recurringAmount,
         jeScheduleTransactionKey: jeScheduleTransactionKey,
         vendor: vendorDetails,
         updatedByUser: userDetails,
         updatedAt: updatedAt,
         period,
+        lifecycleTotal,
+        postedCount,
         balanceAsOfToday: balanceAsOfToday != null
             ? (0, amount_1.toAmount)(balanceAsOfToday, currencyCode, currencySymbol)
             : undefined,
@@ -136,7 +165,9 @@ const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTransacti
         },
         scheduledJournalEntry,
         aiSummaries,
+        confidenceScore,
         createdByUser: createdByUserDetails,
+        createTime,
         recommendations,
     };
 };

package/lib/entity/jeSchedules/jeSchedulesState.d.ts

@@ -2,8 +2,9 @@ import { Amount } from '../../commonStateTypes/amount';
 import { ID } from '../../commonStateTypes/common';
 import { ScheduleDaysOfMonth } from '../../commonStateTypes/timePeriod';
 import { ZeniDate } from '../../zeniDayJS';
+import { ZeniUrl as Url } from '../../zeniUrl';
 import { TransactionID } from '../transaction/stateTypes/transaction';
-import { JEScheduleKey, JEScheduleTransactionKey, JournalEntryErrorCodeType, ScheduleJournalEntryStatusCodeType, ScheduleStatusCodeType, ScheduleTypes } from './jeSchedulesTypes';
+import { JEOneTimeAccrualKey, JEScheduleKey, JEScheduleTransactionKey, JournalEntryErrorCodeType, OneTimeAccrualAutomationTierType, OneTimeAccrualOriginType, OneTimeAccrualReversalPolicyType, OneTimeAccrualReversalTriggerType, OneTimeAccrualStatusCodeType, ScheduleJournalEntryStatusCodeType, ScheduleStatusCodeType, ScheduleTypes } from './jeSchedulesTypes';
 export interface ScheduleStatus {
     code: ScheduleStatusCodeType;
     label: string;
@@ -94,14 +95,18 @@ export interface JEScheduledTransactionState {
     vendorId: ID;
     aiSummaries?: JEScheduleAISummaries;
     balanceAsOfToday?: number;
+    confidenceScore?: number;
     createdByUserID?: ID;
+    createTime?: ZeniDate;
     dayOfPostingDate?: ScheduleDaysOfMonth;
     endDate?: ZeniDate;
     jeScheduleId?: ID;
     jeScheduleType?: ScheduleTypes;
     lastDayOfMonth?: boolean;
     period?: number;
+    postedCount?: number;
     recommendations?: JEScheduleRecommendations;
+    recurringAmount?: Amount;
     startDate?: ZeniDate;
     updatedAt?: ZeniDate;
     updatedByUserID?: ID;
@@ -112,7 +117,80 @@ export interface JEAccruedScheduledTransactionState extends Omit<JEScheduledTran
     memo: string;
     recurringAmount: Amount;
 }
+export interface JEOneTimeAccrualCreator {
+    userId: ID;
+    email?: string;
+    firstName?: string;
+    lastName?: string;
+    photo?: Url;
+}
+/**
+ * One month of a vendor's billed history, taken from profile_snapshot. Kept as an ordered array
+ * rather than the payload's map because the months are not contiguous — a vendor that skipped a
+ * month has no entry — so consumers must not derive the sequence themselves.
+ */
+export interface JEOneTimeAccrualMonthlyTotal {
+    amount: Amount;
+    month: string;
+}
+export interface JEOneTimeAccrualBillingPattern {
+    avgAmount?: Amount;
+    billingLagDays?: number;
+    consistencyScore?: number;
+    frequency?: string;
+    lastBillAmount?: Amount;
+    lastBillDate?: ZeniDate;
+    monthsOfHistory?: number;
+    typicalBillDay?: number;
+}
+/**
+ * The vendor profile the AI used to decide this accrual. Absent on human-created accruals, so every
+ * card built from it has to be omitted rather than rendered empty.
+ */
+export interface JEOneTimeAccrualProfileSnapshot {
+    monthlyTotals: JEOneTimeAccrualMonthlyTotal[];
+    billingPattern?: JEOneTimeAccrualBillingPattern;
+}
+/** What the AI originally suggested, frozen at draft time. */
+export interface JEOneTimeAccrualAiSuggestion {
+    estimatedAmount?: Amount;
+    jeCreditAccountName?: string;
+    jeDebitAccountName?: string;
+    memo?: string;
+}
+export interface JEOneTimeAccrualState {
+    accrualId: ID;
+    accrualStatus: OneTimeAccrualStatusCodeType;
+    estimatedAmount: Amount;
+    memo: string;
+    origin: OneTimeAccrualOriginType;
+    reversalPolicy: OneTimeAccrualReversalPolicyType;
+    serviceMonth: string;
+    vendorId: ID;
+    vendorName: string;
+    actualPostDate?: ZeniDate;
+    actualReversalPostDate?: ZeniDate;
+    aiSuggestion?: JEOneTimeAccrualAiSuggestion;
+    automationTier?: OneTimeAccrualAutomationTierType;
+    createdBy?: JEOneTimeAccrualCreator;
+    expectedReversalDate?: ZeniDate;
+    jeCreditAccountId?: ID;
+    jeCreditAccountingClassId?: ID;
+    jeCreditAccountingClassName?: string;
+    jeCreditAccountName?: string;
+    jeDebitAccountId?: ID;
+    jeDebitAccountingClassId?: ID;
+    jeDebitAccountingClassName?: string;
+    jeDebitAccountName?: string;
+    postingDate?: ZeniDate;
+    profileSnapshot?: JEOneTimeAccrualProfileSnapshot;
+    reversalTransactionId?: ID;
+    reversalTrigger?: OneTimeAccrualReversalTriggerType;
+    transactionId?: ID;
+    transactionIntegrationId?: ID;
+}
 export interface JESchedulesState {
+    oneTimeAccrualsByKey: Record<JEOneTimeAccrualKey, JEOneTimeAccrualState>;
     schedulesByAccruedJEScheduleKey: Record<JEScheduleKey, JEAccruedScheduledTransactionState>;
     schedulesByTransactionKey: Record<JEScheduleTransactionKey, JEScheduledTransactionState>;
 }