@zeniai/client-epic-state 5.2.10-betaRD1 → 5.2.11

package/lib/esm/index.js

@@ -60,7 +60,7 @@ import { getForecast } from './entity/forecast/forecastSelector';
 import { toEntityType, } from './entity/genericEntity/entity';
 import { updateEntities } from './entity/genericEntity/entityReducer';
 import { getEntityByEntityIDs } from './entity/genericEntity/entitySelector';
-import { ALL_JE_SCHEDULE_IGNORE_REASONS, ALL_JE_SCHEDULE_REVERT_REASONS, ALL_ONE_TIME_ACCRUAL_IGNORE_REASONS, ALL_ONE_TIME_ACCRUAL_REVERT_REASONS, ALL_SCHEDULES_TYPES, getJEScheduleTransactionKey, toScheduleTypesType, toScheduleTypesTypeStrict, } from './entity/jeSchedules/jeSchedulesTypes';
+import { ALL_SCHEDULES_TYPES, getJEScheduleTransactionKey, toScheduleTypesType, toScheduleTypesTypeStrict, } from './entity/jeSchedules/jeSchedulesTypes';
 import { ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY, } from './entity/monthEndCloseChecks/monthEndCloseChecksState';
 import { updateCommentsNotifications, updateCommentsNotificationsStatuses, } from './entity/notification/notificationReducer';
 import { toNotificationModeStrict, } from './entity/notification/types/notificationTypes';
@@ -83,7 +83,7 @@ import { isTransferTransaction, } from './entity/transaction/stateTypes/otherTra
 import { toPlatformLineDetailType, } from './entity/transaction/stateTypes/transactionLine';
 import { toTransactionCategory, toTransactionType, toTransactionTypeStrict, } from './entity/transaction/stateTypes/transactionType';
 import { isVendorTransaction, isVendorTransactionWithCustomer, } from './entity/transaction/stateTypes/vendorTransaction';
-import { getScheduleTransactionById, getSupportedTransactionById, } from './entity/transaction/transactionSelector';
+import { getSupportedTransactionById } from './entity/transaction/transactionSelector';
 import { getUserRoleByUserId, getUserRoleByUserIds, } from './entity/userRole/userRoleSelector';
 import { hasBillPayAccessible, hasBillPayFallbackAdminLevelAccess, hasChargeCardAccessible, hasReimbursementAccessible, hasReimbursementUserAccess, hasRemiFallbackAdminLevelAccess, hasTreasuryAccessible, hasZeniAccountsAccessible, isZeniSignedInUser, } from './entity/userRole/userRoleTenantAccess';
 import { getUserRoleMap, hasAICFOAccess, hasAdminLevelAccess, hasAnyCompanyRole, hasAnyFinOpRole, hasBillPayAccess, hasBillPayAdminLevelAccess, hasBookKeepingAdminLevelAccess, hasBookKeepingUserLevelAccess, hasChargeCardAccess, hasChargeCardAdminLevelAccess, hasEmployeeLevelAccess, hasFullOrAdminLevelAccess, hasInvestorBankerLevelAccess, hasInvoicingAdminLevelAccess, hasOnlyBillPayAccess, hasOnlyChargeCardAccess, hasOnlyReimbursementAccess, hasOnlyZeniAccountsAccess, hasReimbursementAccess, hasReimbursementAdminLevelAccess, hasSpendManagementAccess, hasSpendManagementAdminLevelAccess, hasSuperAdminLevelAccess, hasTreasuryAccess, hasTreasuryAdminLevelAccess, hasZeniAccountsAccess, hasZeniAccountsAdminLevelAccess, hasZeniRoleOrCompanyOfficerAccess, isFinOpsUserRoleType, isNonZeniRole, toUserRoleType, toUserRoleTypeStrict, } from './entity/userRole/userRoleType';
@@ -181,23 +181,21 @@ import uploadAccountStatementIntoDocumentAI from './view/expenseAutomationView/e
 import { fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedPeriod, updateCurrentSelectedView, } from './view/expenseAutomationView/expenseAutomationViewReducer';
 import { getExpenseAutomationView } from './view/expenseAutomationView/expenseAutomationViewSelector';
 import { toExpenseAutomationViewType, } from './view/expenseAutomationView/expenseAutomationViewState';
-import { computeNewScheduleJeDetails } from './view/expenseAutomationView/helpers/newScheduleLocalDataHelper';
 import { isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardCreditType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, } from './view/expenseAutomationView/helpers/reconciliationHelpers';
 import { MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, } from './view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper';
 import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFluxAnalysisView, updateFluxAnalysisViewPageMetaData, updateFluxAnalysisViewUIState, updateOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview, } from './view/expenseAutomationView/reducers/fluxAnalysisViewReducer';
-import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, clearSearchTransactionsForNewSchedule as clearJeSearchTransactionsForNewSchedule, createOneTimeAccrual, createOneTimeAccrualFailure, createOneTimeAccrualSuccess, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, fetchOneTimeAccrual, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, ignoreOneTimeAccrual, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeNewSchedule as initializeJeNewSchedule, initializeJeScheduleLocalData, promoteOneTimeAccrual, removeJeScheduleTransactionKey, resetNewScheduleLocalData as resetJeNewScheduleLocalData, retryJeSchedule as retryExpenseAutomationJESchedule, revertJeSchedule, revertOneTimeAccrual, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, saveNewSchedule as saveJeNewSchedule, saveNewScheduleFailure as saveJeNewScheduleFailure, saveNewScheduleSuccess as saveJeNewScheduleSuccess, searchTransactionsForNewSchedule as searchJeTransactionsForNewSchedule, searchTransactionsForNewScheduleFailure as searchJeTransactionsForNewScheduleFailure, searchTransactionsForNewScheduleSuccess as searchJeTransactionsForNewScheduleSuccess, toggleJECreatedGroupCollapsed, toggleJEPendingGroupCollapsed, updateJESchedulesUIState as updateExpenseAutomationJESchedulesUIState, updateJEScheduleTypeFilter, updateNewScheduleLocalData as updateJeNewScheduleLocalData, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
+import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryJeSchedule as retryExpenseAutomationJESchedule, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, updateJESchedulesUIState as updateExpenseAutomationJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
 import { acknowledgeBulkUploadConfirmMatchComplete, bulkUploadAutomatchingTimedOut, bulkUploadReceipts, bulkUploadReceiptsFailure, bulkUploadReceiptsSuccess, clearBulkUpload, clearBulkUploadBatchDetailsForScopeChange, clearManualSearchResults, clearMissingReceiptsTabNavigation, confirmBulkUploadMatch, confirmBulkUploadMatchFailure, confirmBulkUploadMatchSuccess, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsFailure, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, fetchBulkUploadBatchesFailure, fetchBulkUploadBatchesSuccess, fetchCompletedTransactions, fetchCompletedTransactionsFailure, fetchCompletedTransactionsSuccess, fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, markBatchDetailRefreshAttempted, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, pusherBatchStatusUpdate, refreshBatchDetailsForBatchId, requestMissingReceiptsTabNavigation, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, searchTransactionsForManualMatch, searchTransactionsForManualMatchFailure, searchTransactionsForManualMatchSuccess, setBulkUploadCompletedSubTab, setBulkUploadResultsTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, storeBatchDetails, updateBulkUploadProgress, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess, } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
 import { clearStatementDateConflict, confirmStatementMapping, deleteAccountStatement, excludeAccountFromReconciliation, fetchReconciliation as fetchReconciliationView, includeAccountInReconciliation, parseCombinedStatement, parseStatement, parseStatementFailure, parseStatementSuccess, reparseStatement, reparseStatementFailure, reparseStatementSuccess, resetReparseStatementStatus, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, setStatementProcessingDismissedToBackground, submitCombinedStatementUpdate, submitStatementUpdate, updateAccountReconciliationLocalData as updateExpenseAutomationAccountReconciliationLocalData, updateSelectedAccountId as updateExpenseAutomationAccountReconciliationSelectedAccountId, updateSelectedTab as updateExpenseAutomationAccountReconciliationSelectedTab, updateReconListScrollPosition as updateExpenseAutomationReconListScrollPosition, updateReviewTabSortState as updateExpenseAutomationReconReviewTabListSortState, updateReviewTabLocalData as updateExpenseAutomationReconReviewTabLocalData, updateReconcileTabListScrollState as updateExpenseAutomationReconcileTabListScrollState, updateReconcileTabListSortState as updateExpenseAutomationReconcileTabListSortState, updateReconcileTabLocalData as updateExpenseAutomationReconcileTabLocalData, updateSelectedDrawerAccountId as updateExpenseAutomationSelectedDrawerAccountId, updateNodeCollapseState, updateParsedStatementData, updateStatementProcessingBackgroundCompletedSteps, updateStatementProcessingFailed, updateStatementUpdateLocalData, updateStatementUploadChosen, uploadAccountStatement, } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
 import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markCategoryClassRecommendationsFailureForCategorization, markTransactionAsNotMiscategorized, removeTransactionFromAllTabs, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, updateTransactionFilters, updateTransactionGroup, uploadTransactionCategorizationReceiptSuccess, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
 import { getExpenseAutomationFluxAnalysisView } from './view/expenseAutomationView/selectors/fluxAnalysisViewSelector';
-import { getNewAccrualAccountsView as getJeNewAccrualAccountsView, getNewScheduleSearchTransactionsView as getJeNewScheduleSearchTransactionsView, getNewScheduleView as getJeNewScheduleView, } from './view/expenseAutomationView/selectors/jeNewScheduleViewSelector';
 import { getExpenseAutomationReconciliationView, getLedgerAccountsForCombinedStatementMapping, getReparseStatementStatusByAccountId, getUnavailableLedgerAccountIds, isAccountReconReport, } from './view/expenseAutomationView/selectors/reconciliationViewSelector';
 import { getExpenseAutomationTransactionView, getLastTransferEntryReplacement, } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
 import { applyTransactionFilters } from './view/expenseAutomationView/transactionFilterHelpers';
 import { TRANSACTION_FILTER_CATEGORIES, } from './view/expenseAutomationView/transactionFilterTypes';
 import { DEFAULT_COMPLETED_SUB_TAB, toCompletedSubTab, } from './view/expenseAutomationView/types/completedSubTab';
 import { DEFAULT_TRANSACTION_GROUP, TRANSACTION_GROUPS, toTransactionGroup, } from './view/expenseAutomationView/types/transactionGroup';
-import { toJEScheduleSortKey as toExpenseAutomationJEScheduleSortKey, toJEPageTab, } from './view/expenseAutomationView/types/jeSchedulesViewState';
+import { toJEScheduleMainTab as toExpenseAutomationJEScheduleMainTab, toJEScheduleSortKey as toExpenseAutomationJEScheduleSortKey, } from './view/expenseAutomationView/types/jeSchedulesViewState';
 import { BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toMatchSource, toMissingReceiptsTab, } from './view/expenseAutomationView/types/missingReceiptsViewState';
 import { toMissingReceiptsSortKey as toExpenseAutomationMissingReceiptsSortKey, } from './view/expenseAutomationView/types/missingReceiptsViewState';
 import { toReconciliationTabsType, } from './view/expenseAutomationView/types/reconciliationViewState';
@@ -485,10 +483,9 @@ export { stringToUnion, stringToUnionStrict };
 export { fetchMonthEndCloseChecks, fetchMonthClosePerformanceTrend, getMonthEndCloseChecksViewByTenantId, ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY, };
 export { 
 // Bulk Upload Types
-BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, DEFAULT_COMPLETED_SUB_TAB, DEFAULT_TRANSACTION_GROUP, TRANSACTION_GROUPS, toTransactionGroup, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, toExpenseAutomationJEScheduleSortKey, toJEPageTab, toggleJECreatedGroupCollapsed, toggleJEPendingGroupCollapsed, updateJEScheduleTypeFilter, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionGroup, fetchExpenseAutomationMissingReceipts, 
+BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, DEFAULT_COMPLETED_SUB_TAB, DEFAULT_TRANSACTION_GROUP, TRANSACTION_GROUPS, toTransactionGroup, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, toExpenseAutomationJEScheduleMainTab, toExpenseAutomationJEScheduleSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionGroup, fetchExpenseAutomationMissingReceipts, 
 // Bulk Upload Actions
 bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, clearBulkUploadBatchDetailsForScopeChange, markBatchDetailRefreshAttempted, refreshBatchDetailsForBatchId, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, getExpenseAutomationFluxAnalysisView, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, getLastTransferEntryReplacement, updateFluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, getExpenseAutomationReconciliationView, getLedgerAccountsForCombinedStatementMapping, getReparseStatementStatusByAccountId, getUnavailableLedgerAccountIds, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, getAccountReconByAccountIdAndSelectedPeriod, toReconciliationTabsType, isAccountReconReport, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, updateStatementProcessingFailed, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, toReconciliationAccountSource, deleteAccountStatement, uploadAccountStatement, parseCombinedStatement, parseStatement, parseStatementSuccess, parseStatementFailure, reparseStatement, reparseStatementSuccess, reparseStatementFailure, resetReparseStatementStatus, updateParsedStatementData, updateNodeCollapseState, updateStatementUploadChosen, submitCombinedStatementUpdate, submitStatementUpdate, clearStatementDateConflict, confirmStatementMapping, updateStatementUpdateLocalData, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, setStatementProcessingDismissedToBackground, updateStatementProcessingBackgroundCompletedSteps, };
-export { computeNewScheduleJeDetails, createOneTimeAccrual, createOneTimeAccrualFailure, createOneTimeAccrualSuccess, fetchOneTimeAccrual, getJeNewAccrualAccountsView, ignoreOneTimeAccrual, promoteOneTimeAccrual, revertJeSchedule, revertOneTimeAccrual, getJeNewScheduleSearchTransactionsView, getJeNewScheduleView, };
 export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateTransactionFilters, updateSelectedCheckboxTransactionIds, markCategoryClassRecommendationsFailureForCategorization, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, resetCreateTransferEntryStatus, clearTransferEntryRouteReplacement, fetchAccountsForTransferFlow, removeTransactionFromAllTabs, clearExpenseAutomationTransactionsView, toTransactionsSortKey, };
 export { TOP_EX_TIME_PERIODS };
 export { toTimeframeTick, mapTimePeriodtoTimeframeTick, toTimePeriod, toAbsoluteDay, toMonthYearPeriodId, convertToPeriod, };
@@ -544,7 +541,7 @@ export { toTransactionType, toTransactionTypeStrict, toTransactionCategory, };
 export { defaultVendorCurrency, updateVendors };
 export { isVendorTransaction, isVendorTransactionWithCustomer, };
 export { isTransferTransaction };
-export { getScheduleTransactionById, getSupportedTransactionById, };
+export { getSupportedTransactionById, };
 export { updateLatestTransactionId, parallelFetchAccountTransactionList, parallelFetchEntityTransactionList, fetchAccountTransactionList, updateTransactionListByAccount, updateTransactionListByAccountFailure, updateTransactionListByAccountUIState, parallelFetchClassTransactionList, updateTransactionListByClassUIState, updateTransactionListByClass, parallelFetchProjectTransactionList, updateTransactionListByProjectUIState, updateTransactionListByProject, updateTransactionListUIStateByCategoryType, parallelFetchTransactionListByCategoryType, };
 export { getTransactionListByAccount, getTransactionListUIStateByAccountKey, };
 export { fetchEntityTransactionList, updateTransactionListByEntity, saveTransactionDetailLocalData, clearTransactionDetailSaveStatus, updateTransactionListByEntityFailure, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, saveTransactionDetail, setAllLineItemsLocalDataIsUpdateAllChecked, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetSelectedCustomer, resetVendor, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, addSplitLine, deleteSplitLine, toggleSplitEditMode, };
@@ -655,9 +652,9 @@ export { updateChargeCardTransactionAttachments, updateChargeCardStatusFromPushe
 export { TIME_SERIES_DURATIONS, convertToTimeSeriesSelectionRange, toTimeSeriesDuration, fetchAggregatedReport, aggregatedReportView, };
 export { fetchApAging, getApAgingReport, updateApAgingUIState, };
 export { fetchApAgingDetail, getApAgingDetailForVendor, updateApAgingDetailUIState, };
-export { clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, clearJeSearchTransactionsForNewSchedule, fetchExpenseAutomationJESchedulesPage, ignoreExpenseAutomationJESchedule, initializeJeAccountSettingsView, initializeJeNewSchedule, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, resetJeNewScheduleLocalData, retryExpenseAutomationJESchedule, saveJeNewSchedule, saveJeNewScheduleFailure, saveJeNewScheduleSuccess, searchJeTransactionsForNewSchedule, searchJeTransactionsForNewScheduleFailure, searchJeTransactionsForNewScheduleSuccess, updateExpenseAutomationJESchedulesUIState, updateJeNewScheduleLocalData, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, };
+export { clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchExpenseAutomationJESchedulesPage, ignoreExpenseAutomationJESchedule, initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryExpenseAutomationJESchedule, updateExpenseAutomationJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, };
 export { createNewSchedulesAccrued, deleteScheduleAccruedDetail, cancelScheduleAccruedJournalEntry, fetchScheduleAccruedDetails, fetchScheduleAccruedDetailsPage, resetJEAccruedLinkInLocalData, saveScheduleAccruedDetails, updateAmountsInScheduleAccruedDetail, updatedJEAccruedLinkWithRecommendedLocalData, updatedJELinkInLocalDataAccruedExpenses, fetchRecommendedTransactionRowIndex, clearSelectedJELinkRowIndex, updateLinkBillExpenseLocalData, updateScheduleAccruedDetailsLocalData, updateSelectedJEAccruedScheduleKey, resetSelectedJEAccruedScheduleKey, resetAccruedDetailNewScheduleState, };
-export { getJEScheduleTransactionKey, ALL_JE_SCHEDULE_IGNORE_REASONS, ALL_JE_SCHEDULE_REVERT_REASONS, ALL_ONE_TIME_ACCRUAL_IGNORE_REASONS, ALL_ONE_TIME_ACCRUAL_REVERT_REASONS, ALL_SCHEDULES_TYPES, getScheduleListReport, getAccruedScheduleListReport, fetchScheduleList, fetchAccruedScheduleList, fetchDownloadSchedules, fetchSchedulesAccount, updateScheduleListLocalData, getFetchStateForScheduleAccountList, toScheduleTypesType, toScheduleTypesTypeStrict, toScheduleListTabsFileTypeStrict, toScheduleSubTabType, updateScheduleListSubTab, updateScheduleListSearchText, updateScheduleListScrollState, updateScheduleListSortState, updateSelectedJEScheduleKey, fetchScheduleDetails, getScheduleDetailsView, getAccruedScheduleDetailsView, fetchScheduleDetailsPage, saveScheduleDetails, deleteScheduleDetail, createNewSchedules, updateScheduleDetailsLocalData, updateScheduleListDownloadState, updateAccruedJEScheduleAccruedByListKey, updatedSelectedJELinkRowIndex, getQBOUrlForLink, getThirdPartyIDFromQBOURL, updatedJELinkInLocalData, updateAmountsInScheduleDetail, resetJELinkInLocalData, updatedJELinkWithRecommendedLocalData, getFetchStateForScheduleListByType, getDefaultSelectedTimeframeForScheduleType, markAsCompleteScheduleDetail, resetMarkAsCompleteStatus, fetchVendorTabView, updateVendorTabViewTab, getVendorTabView, };
+export { getJEScheduleTransactionKey, ALL_SCHEDULES_TYPES, getScheduleListReport, getAccruedScheduleListReport, fetchScheduleList, fetchAccruedScheduleList, fetchDownloadSchedules, fetchSchedulesAccount, updateScheduleListLocalData, getFetchStateForScheduleAccountList, toScheduleTypesType, toScheduleTypesTypeStrict, toScheduleListTabsFileTypeStrict, toScheduleSubTabType, updateScheduleListSubTab, updateScheduleListSearchText, updateScheduleListScrollState, updateScheduleListSortState, updateSelectedJEScheduleKey, fetchScheduleDetails, getScheduleDetailsView, getAccruedScheduleDetailsView, fetchScheduleDetailsPage, saveScheduleDetails, deleteScheduleDetail, createNewSchedules, updateScheduleDetailsLocalData, updateScheduleListDownloadState, updateAccruedJEScheduleAccruedByListKey, updatedSelectedJELinkRowIndex, getQBOUrlForLink, getThirdPartyIDFromQBOURL, updatedJELinkInLocalData, updateAmountsInScheduleDetail, resetJELinkInLocalData, updatedJELinkWithRecommendedLocalData, getFetchStateForScheduleListByType, getDefaultSelectedTimeframeForScheduleType, markAsCompleteScheduleDetail, resetMarkAsCompleteStatus, fetchVendorTabView, updateVendorTabViewTab, getVendorTabView, };
 export { toVendorFirstReviewViewColumnKeyType, getGlobalMerchantAutoCompleteResults, getVendorFirstReviewView, getVendorFirstReviewAttachmentView, fetchVendorFirstReviewView, fetchVendorFirstReviewAttachments, updateVendorFirstReviewViewScrollYOffset, resetVendorFirstReviewLocalData, updateVendorFirstReviewViewPageToken, clearRecentlySavedErroredVendorData, saveVendorFirstReviewView, updateVendorFirstReviewViewLocalData, updateVendorFirstReviewSortUiState, fetchGlobalMerchantAutoCompleteView, clearGlobalMerchantAutoCompleteResults, updateReviewVendorDetailLocalData, saveVendorDetailsView, getVendorDetailSelectorView, };
 export { fetchGlobalMerchantRecommendation, createGlobalMerchant, updateCreateGlobalMerchantLocalData, clearGlobalMerchantView, getGlobalMerchantView, };
 export { approveVendorGlobalReview, rejectVendorGlobalReview, fetchVendorGlobalReviewView, updateSelectedGlobalMerchant, updateVendorGlobalReviewViewUIState, getVendorGlobalReviewView, getTenantMerchantByMerchantId, toVendorGlobalReviewColumnSortKeyType, updateVendorGlobalReviewViewLocalData, };
@@ -865,6 +862,3 @@ export { INVOICING_QBO_CUSTOMER_MATCHING_MODES, getInvoicingQboAccountMappingId,
 export { acceptInvoicingTerms, enableInvoicing, fetchInvoicingConfig, resetInvoicingConfigActionStates, updateInvoicingConfig, } from './view/invoicing/invoicingConfigView/invoicingConfigViewReducer';
 export { getInvoicingConfigView } from './view/invoicing/invoicingConfigView/invoicingConfigViewSelector';
 export { getInvoicingOnboardingGateView } from './view/invoicing/invoicingConfigView/invoicingConfigViewSelector';
-// Accrued JE schedules are not a discriminated union member, so consumers need this guard to
-// narrow a JEScheduleRow before reading baseTransaction / recurringAmount.
-export { getExpenseAutomationJEOneTimeAccrualDetailView, getJEScheduleRowType, isAccruedScheduleRow, isAiAccountantSchedule, isExistingTabRow, isOneTimeAccrualRow, isRenderableOneTimeAccrual, isPendingReviewRow, } from './view/expenseAutomationView/selectors/jeSchedulesViewSelector';

package/lib/esm/view/companyMonthEndReportView/companyMonthEndReportViewReducer.js

@@ -95,7 +95,10 @@ const companyMonthEndReportView = createSlice({
             },
         },
         saveCompanyMonthEndReport: {
-            prepare(recipientEmailList, companyId, subject, isPreview, fileId, zeniRequestsHtml, tenantId) {
+            // The trailing pair is an object, not two more positional optionals: both
+            // are optional and neither is a distinct type, so a swapped call would
+            // compile silently.
+            prepare(recipientEmailList, companyId, subject, isPreview, fileId, zeniRequestsHtml, options) {
                 return {
                     payload: {
                         recipientEmailList,
@@ -104,7 +107,8 @@ const companyMonthEndReportView = createSlice({
                         isPreview,
                         fileId,
                         zeniRequestsHtml,
-                        tenantId,
+                        tenantId: options?.tenantId,
+                        agentInsightEdits: options?.agentInsightEdits,
                     },
                 };
             },

package/lib/esm/view/companyMonthEndReportView/companyMonthEndReportViewState.js

@@ -18,6 +18,10 @@ export const toCompanyMonthEndReportData = (data) => {
             : undefined,
         draftUserId: data.draft_user_id,
         zeniRequestsData: data.zeni_requests_data ?? [],
+        agentInsightsEditedBy: data.agent_insights_edited_by ?? undefined,
+        agentInsightsEditedAt: data.agent_insights_edited_at != null
+            ? date(data.agent_insights_edited_at)
+            : undefined,
     };
 };
 export function toMonthEndHistoricData(data) {

package/lib/esm/view/companyMonthEndReportView/epics/saveCompanyMonthEndReportEpic.js

@@ -6,9 +6,10 @@ import { getAttachmentFileByFileId } from '../../../entity/file/fileSelector';
 import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessStatus } from '../../../responsePayload';
 import { dateNow, getBusinessDayOfDate } from '../../../zeniDayJS';
+import { buildMonthEndTemplateData } from '../monthEndTemplateData';
 import { saveCompanyMonthEndReport, updateCompanyMonthEndReportDataOnSaveSuccess, updateStatusForCompanyMonthEndReportOnSaveFailure, } from '../companyMonthEndReportViewReducer';
 export const saveCompanyMonthEndReportEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(saveCompanyMonthEndReport.match), mergeMap((action) => {
-    const { companyId, recipientEmailList, subject, isPreview, fileId, zeniRequestsHtml, tenantId, } = action.payload;
+    const { agentInsightEdits, companyId, recipientEmailList, subject, isPreview, fileId, zeniRequestsHtml, tenantId, } = action.payload;
     const state = state$.value;
     const company = state.companyState.companiesById[companyId];
     const companyName = state.companyState.companiesById[companyId].companyInfo.name;
@@ -27,15 +28,18 @@ export const saveCompanyMonthEndReportEpic = (actions$, state$, zeniAPI) => acti
         }
     }
     const payload = {
-        template_data: {
-            ...state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.templateData,
-            subject,
-        },
+        template_data: buildMonthEndTemplateData(state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.templateData, subject, agentInsightEdits),
         recipient_email_list: recipientEmailList,
         tenant_receiver_email_list: state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.tenantReceiverEmailList,
         last_report_sent_business_day: lastReportSentBusinessDay,
         last_report_sent_date: lastReportSentDate.format(DEFAULT_DATE_FORMAT),
-        zeni_requests_html: zeniRequestsHtml,
+        // Three-way, because the server distinguishes all three: an empty string means the user
+        // cleared the box and is sent as an explicit null, a value is sent as-is, and undefined
+        // means this save was not about Zeni Requests at all — the key is omitted so the draft's
+        // existing text is left alone.
+        ...(zeniRequestsHtml !== undefined && {
+            zeni_requests_html: zeniRequestsHtml === '' ? null : zeniRequestsHtml,
+        }),
         files: filePayload,
     };
     const query = { is_preview: isPreview };

package/lib/esm/view/companyMonthEndReportView/epics/sendCompanyMonthEndReportEpic.js

@@ -7,6 +7,7 @@ import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessStatus } from '../../../responsePayload';
 import { dateNow, getBusinessDayOfDate } from '../../../zeniDayJS';
 import { updateMetaDataOnSendMonthEndReport } from '../../companyView/companyViewReducer';
+import { buildMonthEndTemplateData } from '../monthEndTemplateData';
 import { sendCompanyMonthEndReport, updateStatusForSendCompanyMonthEndReport, } from '../companyMonthEndReportViewReducer';
 export const sendCompanyMonthEndReportEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(sendCompanyMonthEndReport.match), mergeMap((action) => {
     const { companyId, fileId, tenantId } = action.payload;
@@ -31,15 +32,18 @@ export const sendCompanyMonthEndReportEpic = (actions$, state$, zeniAPI) => acti
         }
     }
     const payload = {
-        template_data: {
-            ...state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.templateData,
-            subject,
-        },
+        template_data: buildMonthEndTemplateData(state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.templateData, subject),
         recipient_email_list: recipientEmailList,
         tenant_receiver_email_list: state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.tenantReceiverEmailList,
         last_report_sent_business_day: lastReportSentBusinessDay,
         last_report_sent_date: lastReportSentDate.format(DEFAULT_DATE_FORMAT),
-        zeni_requests_html: zeniRequestsHtml,
+        // Three-way, because the server distinguishes all three: an empty string means the user
+        // cleared the box and is sent as an explicit null, a value is sent as-is, and undefined
+        // means this save was not about Zeni Requests at all — the key is omitted so the draft's
+        // existing text is left alone.
+        ...(zeniRequestsHtml !== undefined && {
+            zeni_requests_html: zeniRequestsHtml === '' ? null : zeniRequestsHtml,
+        }),
         files: filePayload,
     };
     return zeniAPI

package/lib/esm/view/companyMonthEndReportView/monthEndTemplateData.js

@@ -0,0 +1,32 @@
+/**
+ * The AI CFO (V2) month-end email renders its subject line from this merge var
+ * rather than from the generic `subject` key, so a subject typed in the cockpit
+ * has to be written here too or the sent email keeps the AI's original subject.
+ */
+export const AGENT_INSIGHTS_SUBJECT_KEY = 'agent_insights_subject';
+/**
+ * Build the `template_data` sent to the month-end email endpoint.
+ *
+ * Controller edits to the AI-generated insight fields are merged over the
+ * template data held in the store. The server sanitizes and persists whichever
+ * `agent_insights_*` keys are present, and the send path renders from the
+ * persisted draft — so only a save (`is_preview: false`) makes an edit stick.
+ */
+export const buildMonthEndTemplateData = (templateData, subject, agentInsightEdits) => {
+    const merged = {
+        ...templateData,
+        ...agentInsightEdits,
+        subject,
+    };
+    // Only for AI CFO drafts (the key is absent on legacy ones), never over an
+    // explicit edit to the field itself, and never with an empty value — on send
+    // the subject comes from store state and can be absent, which must not blank
+    // the AI's subject line.
+    if (AGENT_INSIGHTS_SUBJECT_KEY in merged &&
+        agentInsightEdits?.[AGENT_INSIGHTS_SUBJECT_KEY] == null &&
+        subject != null &&
+        subject !== '') {
+        merged[AGENT_INSIGHTS_SUBJECT_KEY] = subject;
+    }
+    return merged;
+};

package/lib/esm/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.js

@@ -8,7 +8,6 @@ import { fetchJeSchedulesPage } from '../../reducers/jeSchedulesViewReducer';
 import { fetchMissingReceipts } from '../../reducers/missingReceiptsViewReducer';
 import { fetchReconciliation } from '../../reducers/reconciliationViewReducer';
 import { fetchTransactionCategorizationView } from '../../reducers/transactionsViewReducer';
-import { getJESchedulePeriodTabKey } from '../../types/jeSchedulesViewState';
 export const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.pipe(filter(fetchAllExpenseAutomationTabs.match), switchMap((action) => {
     const { cacheOverride, refreshViewInBackground } = action.payload;
     const state = state$.value;
@@ -60,16 +59,14 @@ export const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.
                 state.expenseAutomationFluxAnalysisViewState.groupsBySelectedPeriod[monthYearPeriodId] == null)) {
             fetchActions.push(fetchFluxAnalysisView(selectedPeriod, cacheOverride, refreshViewInBackground, null));
         }
-        // The two JE tabs cache separately, so only the tab actually being shown decides whether a
-        // fetch is still needed.
-        const jeSchedulesPeriodTabKey = getJESchedulePeriodTabKey(state.expenseAutomationJESchedulesViewState.uiState.selectedPageTab, monthYearPeriodId);
         if (state.expenseAutomationJESchedulesViewState.fetchState !==
             'In-Progress' &&
             (!state.expenseAutomationJESchedulesViewState.hasValidState() ||
                 state.expenseAutomationJESchedulesViewState
-                    .jeScheduleTransactionKeysByPeriodAndTab[jeSchedulesPeriodTabKey] == null ||
+                    .jeScheduleTransactionKeysByPeriod[monthYearPeriodId] == null ||
                 state.expenseAutomationJESchedulesViewState
-                    .failedJeScheduleTransactionKeysByPeriodAndTab[jeSchedulesPeriodTabKey] == null)) {
+                    .failedJeScheduleTransactionKeysByPeriod[monthYearPeriodId] ==
+                    null)) {
             fetchActions.push(fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
         }
         if (state.expenseAutomationReconciliationViewState.fetchState !==

package/lib/esm/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic.js

@@ -1,12 +1,9 @@
 import { from, of } from 'rxjs';
-import { catchError, filter, mergeMap, takeUntil } from 'rxjs/operators';
-import { DEFAULT_DATE_FORMAT } from '../../../../commonStateTypes/timePeriod';
-import { toAbsoluteDay, toString } from '../../../../commonStateTypes/timePeriod';
-import { updateAccruedJESchedules, updateAccruedJESchedulesDetails, updateJEOneTimeAccruals, updateJESchedules, updateJESchedulesDetails, } from '../../../../entity/jeSchedules/jeSchedulesReducer';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { toString } from '../../../../commonStateTypes/timePeriod';
+import { updateJESchedules, updateJESchedulesDetails, } from '../../../../entity/jeSchedules/jeSchedulesReducer';
 import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
-import { clearAll } from '../../../../rootActions';
-import { date } from '../../../../zeniDayJS';
 import { fetchJeSchedules, fetchJeSchedulesFailure, fetchJeSchedulesSuccess, initializeJeScheduleLocalData, } from '../../reducers/jeSchedulesViewReducer';
 export const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchJeSchedules.match), mergeMap((action) => {
     const state = state$.value;
@@ -14,54 +11,27 @@ export const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe
     const { period, refreshViewInBackground } = action.payload;
     const currentTenant = getCurrentTenant(state);
     const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
-    const { selectedPageTab } = state.expenseAutomationJESchedulesViewState.uiState;
-    const isClosePeriodTab = selectedPageTab === 'schedules';
-    const existingEndDate = toAbsoluteDay(date(toString(period.start))
-        .subtract(1, 'month')
-        .endOf('month')
-        .format(DEFAULT_DATE_FORMAT));
     const queryParam = {
         start_date: toString(period.start),
-        end_date: isClosePeriodTab || existingEndDate == null
-            ? toString(period.end)
-            : toString(existingEndDate),
-        include_accrued: true,
-        ...(isClosePeriodTab
-            ? { close_period_start_date: toString(period.start) }
-            : {}),
+        end_date: toString(period.end),
     };
     return zeniAPI
         .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expenses_automation/je_schedules?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
         .pipe(mergeMap((response) => {
         if (isSuccessResponse(response) && response.data != null) {
             const updateActions = [];
-            const accruedJeSchedules = response.data.accrued_je_schedules?.je_schedules ?? [];
-            const oneTimeAccruals = response.data.one_time_accruals ?? [];
             updateActions.push(updateJESchedules([
                 ...response.data.je_schedules,
                 ...response.data.failed_je_postings.je_schedules,
             ]), updateJESchedulesDetails([...response.data.failed_je_postings.je_schedules], response.data.failed_je_postings.scheduled_journal_entries), initializeJeScheduleLocalData([
                 ...response.data.failed_je_postings.je_schedules,
             ]));
-            if (accruedJeSchedules.length > 0) {
-                updateActions.push(updateAccruedJESchedules(accruedJeSchedules), updateAccruedJESchedulesDetails(accruedJeSchedules, response.data.accrued_je_schedules
-                    ?.scheduled_journal_entries));
-            }
-            if (oneTimeAccruals.length > 0) {
-                // Single action, unlike the accrued pair above: this one writes the entity
-                // directly because an accrual denormalizes its vendor, accounts and classes, so
-                // there is no fan-out fetch to trigger.
-                updateActions.push(updateJEOneTimeAccruals(oneTimeAccruals));
-            }
             updateActions.push(fetchJeSchedulesSuccess({
                 jeSchedules: [...response.data.je_schedules],
                 failedJeSchedules: [
                     ...response.data.failed_je_postings.je_schedules,
                 ],
-                accruedJeSchedules: accruedJeSchedules,
-                oneTimeAccruals: oneTimeAccruals,
                 selectedPeriod: selectedPeriod,
-                selectedPageTab: selectedPageTab,
                 refreshViewInBackground: refreshViewInBackground,
             }));
             return from(updateActions);
@@ -70,17 +40,11 @@ export const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe
             return of(fetchJeSchedulesFailure({
                 status: response.status,
                 selectedPeriod,
-                selectedPageTab,
             }));
         }
     }), catchError((error) => of(fetchJeSchedulesFailure({
         status: createZeniAPIStatus('Unexpected Error', 'fetch JE schedules REST API call errored out' +
             JSON.stringify(error)),
         selectedPeriod,
-        selectedPageTab,
-    }))), 
-    // A tenant switch clears the store while this request is still in flight. Without this
-    // the old tenant's rows are written back into the freshly cleared store and stay on
-    // screen under the new tenant until a manual refresh.
-    takeUntil(actions$.pipe(filter(clearAll.match))));
+    }))));
 }));

package/lib/esm/view/expenseAutomationView/epics/jeSchedule/ignoreRecommendedJeScheduleEpic.js

@@ -11,25 +11,13 @@ import { ignoreRecommendedJeSchedule, ignoreRecommendedJeScheduleFailure, ignore
 export const ignoreRecommendedJeScheduleEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(ignoreRecommendedJeSchedule.match), mergeMap((action) => {
     const state = state$.value;
     const { expenseAutomationViewState: { selectedPeriodByTenantId }, } = state;
-    const { scheduleType, jeScheduleTransactionKey, reason, note } = action.payload;
+    const { scheduleType, jeScheduleTransactionKey } = action.payload;
     const currentTenant = getCurrentTenant(state);
     const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
     const actions = [];
     const jeScheduleTransactionState = getJEScheduledTransactionByJEScheduleTransactionKey(jeScheduleTransactionKey, state);
-    const ignorePayload = prepareIgnoreSchedulePayload(scheduleType, jeScheduleTransactionState, state);
-    // The gateway reads reason/note from je_schedules[0].feedback and nowhere else, and rejects
-    // anything but those two keys inside it — `action` is stamped server-side.
     const payload = {
-        ...ignorePayload,
-        je_schedules: ignorePayload.je_schedules.map((schedule, index) => index === 0
-            ? {
-                ...schedule,
-                feedback: {
-                    reason,
-                    ...(note != null && note !== '' ? { note } : {}),
-                },
-            }
-            : schedule),
+        ...prepareIgnoreSchedulePayload(scheduleType, jeScheduleTransactionState, state),
     };
     const queryParam = {
         je_schedule_type: scheduleType,

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

@@ -1,60 +1,5 @@
 import { DEFAULT_DATE_FORMAT } from '../../../commonStateTypes/timePeriod';
-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;