@zeniai/client-epic-state 5.2.10 → 5.2.11-betaAM1

package/lib/reducer.d.ts

@@ -65,6 +65,7 @@ declare const reducers: import("redux").Reducer<import("redux").CombinedState<{
     entityAutoCompleteState: import("./view/autoComplete/entityAutoCompleteState").EntityAutoCompleteState;
     entityRecommendationState: import("./view/recommendation/recommendationState").EntityRecommendationState;
     expenseAutomationFluxAnalysisViewState: import("./view/expenseAutomationView/types/fluxAnalysisViewState").FluxAnalysisViewState;
+    expenseAutomationActualMatchingViewState: import("./view/expenseAutomationView/types/actualMatchingViewState").ActualMatchingViewState;
     expenseAutomationJESchedulesViewState: import("./view/expenseAutomationView/types/jeSchedulesViewState").JESchedulesViewState;
     expenseAutomationMissingReceiptsViewState: import(".").ExpenseAutomationMissingReceiptsViewState;
     expenseAutomationReconciliationViewState: import("./view/expenseAutomationView/types/reconciliationViewState").ReconciliationViewState;

package/lib/reducer.js

@@ -155,6 +155,7 @@ const creditAgentViewReducer_1 = __importStar(require("./view/creditAgentView/cr
 const dashboardReducer_1 = __importStar(require("./view/dashboard/dashboardReducer"));
 const dashboardLayoutReducer_1 = __importStar(require("./view/dashboardLayout/dashboardLayoutReducer"));
 const expenseAutomationViewReducer_1 = __importStar(require("./view/expenseAutomationView/expenseAutomationViewReducer"));
+const actualMatchingViewReducer_1 = __importStar(require("./view/expenseAutomationView/reducers/actualMatchingViewReducer"));
 const fluxAnalysisViewReducer_1 = __importStar(require("./view/expenseAutomationView/reducers/fluxAnalysisViewReducer"));
 const jeSchedulesViewReducer_1 = __importStar(require("./view/expenseAutomationView/reducers/jeSchedulesViewReducer"));
 const missingReceiptsViewReducer_1 = __importStar(require("./view/expenseAutomationView/reducers/missingReceiptsViewReducer"));
@@ -468,6 +469,7 @@ const initialViewsState = {
     entityAutoCompleteState: entityAutoCompleteReducer_1.initialState,
     entityRecommendationState: recommendationReducer_1.initialState,
     expenseAutomationFluxAnalysisViewState: fluxAnalysisViewReducer_1.initialState,
+    expenseAutomationActualMatchingViewState: actualMatchingViewReducer_1.initialState,
     expenseAutomationJESchedulesViewState: jeSchedulesViewReducer_1.initialState,
     expenseAutomationMissingReceiptsViewState: missingReceiptsViewReducer_1.initialState,
     expenseAutomationReconciliationViewState: reconciliationViewReducer_1.initialState,
@@ -762,6 +764,7 @@ const viewReducers = {
     entityAutoCompleteState: entityAutoCompleteReducer_1.default,
     entityRecommendationState: recommendationReducer_1.default,
     expenseAutomationFluxAnalysisViewState: fluxAnalysisViewReducer_1.default,
+    expenseAutomationActualMatchingViewState: actualMatchingViewReducer_1.default,
     expenseAutomationJESchedulesViewState: jeSchedulesViewReducer_1.default,
     expenseAutomationMissingReceiptsViewState: missingReceiptsViewReducer_1.default,
     expenseAutomationReconciliationViewState: reconciliationViewReducer_1.default,

package/lib/rootStateTypes.d.ts

@@ -114,6 +114,7 @@ import { CreditAgentViewState } from './view/creditAgentView/creditAgentViewStat
 import { DashboardState } from './view/dashboard/dashboardState';
 import { DashboardLayoutState } from './view/dashboardLayout/dashboardLayoutState';
 import { ExpenseAutomationViewState } from './view/expenseAutomationView/expenseAutomationViewState';
+import { ActualMatchingViewState as ExpenseAutomationActualMatchingViewState } from './view/expenseAutomationView/types/actualMatchingViewState';
 import { FluxAnalysisViewState as ExpenseAutomationFluxAnalysisViewState } from './view/expenseAutomationView/types/fluxAnalysisViewState';
 import { JESchedulesViewState as ExpenseAutomationJESchedulesViewState } from './view/expenseAutomationView/types/jeSchedulesViewState';
 import { MissingReceiptsViewState as ExpenseAutomationMissingReceiptsViewState } from './view/expenseAutomationView/types/missingReceiptsViewState';
@@ -429,6 +430,7 @@ export type ViewsState = {
     editRemiDetailViewState: EditRemiDetailViewState;
     entityAutoCompleteState: EntityAutoCompleteState;
     entityRecommendationState: EntityRecommendationState;
+    expenseAutomationActualMatchingViewState: ExpenseAutomationActualMatchingViewState;
     expenseAutomationFluxAnalysisViewState: ExpenseAutomationFluxAnalysisViewState;
     expenseAutomationJESchedulesViewState: ExpenseAutomationJESchedulesViewState;
     expenseAutomationMissingReceiptsViewState: ExpenseAutomationMissingReceiptsViewState;

package/lib/view/companyMonthEndReportView/companyMonthEndReportViewPayload.d.ts

@@ -1,6 +1,12 @@
 import { AttachmentFilePayload } from '../../entity/file/filePayload';
 import { ZeniAPIResponse } from '../../responsePayload';
 export type MonthEndTemplateData = Record<string, unknown>;
+/**
+ * The AI CFO insight fields a controller can edit before the month-end email
+ * is sent. Keys are the `agent_insights_*` merge vars the email template
+ * renders from, so this object is merged straight into `template_data`.
+ */
+export type AgentInsightEdits = Record<`agent_insights_${string}`, string>;
 export interface CompanyMonthEndReportViewPayload {
     files: AttachmentFilePayload[];
     html: string | null;
@@ -9,6 +15,8 @@ export interface CompanyMonthEndReportViewPayload {
     template_data: MonthEndTemplateData;
     tenant_receiver_email_list: string[];
     zeni_requests_data: string[];
+    agent_insights_edited_at?: string | null;
+    agent_insights_edited_by?: string | null;
     draft_user_id?: string;
     last_month_end_email_draft_saved_at?: string;
     zeni_requests_html?: string;

package/lib/view/companyMonthEndReportView/companyMonthEndReportViewReducer.d.ts

@@ -1,7 +1,7 @@
 import { FetchState, FetchStateAndError, ID } from '../../commonStateTypes/common';
 import { ZeniAPIStatus } from '../../responsePayload';
 import { ZeniDate } from '../../zeniDayJS';
-import { CompanyMonthEndHistoricReportPayload, CompanyMonthEndReportHistoricDatesPayload, CompanyMonthEndReportTemplatesPayload, CompanyMonthEndReportViewPayload } from './companyMonthEndReportViewPayload';
+import { AgentInsightEdits, CompanyMonthEndHistoricReportPayload, CompanyMonthEndReportHistoricDatesPayload, CompanyMonthEndReportTemplatesPayload, CompanyMonthEndReportViewPayload } from './companyMonthEndReportViewPayload';
 import { AuditSummaryData, CompanyMonthEndReportData, CompanyMonthEndReportViewState, CompanyMonthReportTemplates } from './companyMonthEndReportViewState';
 export declare const initialState: CompanyMonthEndReportViewState;
 export declare const initialCompanyMonthEndReportData: CompanyMonthEndReportData;
@@ -35,7 +35,10 @@ export declare const fetchImproveUsingZeniGPT: import("@reduxjs/toolkit").Action
     companyId: string;
     fileId: string | undefined;
     tenantId: string | undefined;
-}, "reviewCompanyView/sendCompanyMonthEndReport", never, never>, saveCompanyMonthEndReport: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[recipientEmailList: any, companyId: string, subject: string, isPreview: boolean, fileId?: string | undefined, zeniRequestsHtml?: string | undefined, tenantId?: string | undefined], {
+}, "reviewCompanyView/sendCompanyMonthEndReport", never, never>, saveCompanyMonthEndReport: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[recipientEmailList: any, companyId: string, subject: string, isPreview: boolean, fileId?: string | undefined, zeniRequestsHtml?: string | undefined, options?: {
+    agentInsightEdits?: AgentInsightEdits;
+    tenantId?: ID;
+} | undefined], {
     recipientEmailList: any;
     companyId: string;
     subject: string;
@@ -43,6 +46,7 @@ export declare const fetchImproveUsingZeniGPT: import("@reduxjs/toolkit").Action
     fileId: string | undefined;
     zeniRequestsHtml: string | undefined;
     tenantId: string | undefined;
+    agentInsightEdits: AgentInsightEdits | undefined;
 }, "reviewCompanyView/saveCompanyMonthEndReport", never, never>, updateStatusForSendCompanyMonthEndReport: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, status: FetchState, error?: ZeniAPIStatus<Record<string, unknown>> | undefined], {
     companyId: string;
     status: FetchState;

package/lib/view/companyMonthEndReportView/companyMonthEndReportViewReducer.js

@@ -99,7 +99,10 @@ const companyMonthEndReportView = (0, toolkit_1.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,
@@ -108,7 +111,8 @@ const companyMonthEndReportView = (0, toolkit_1.createSlice)({
                         isPreview,
                         fileId,
                         zeniRequestsHtml,
-                        tenantId,
+                        tenantId: options?.tenantId,
+                        agentInsightEdits: options?.agentInsightEdits,
                     },
                 };
             },

package/lib/view/companyMonthEndReportView/companyMonthEndReportViewState.d.ts

@@ -5,6 +5,8 @@ import { AuditSummary } from '../reviewCompanyView/reviewCompanyViewState';
 import { CompanyMonthEndHistoricReportPayload, CompanyMonthEndReportViewPayload, MonthEndTemplateData } from './companyMonthEndReportViewPayload';
 export interface CompanyMonthEndReportData {
     recipientEmailList: string[];
+    agentInsightsEditedAt?: ZeniDate;
+    agentInsightsEditedBy?: string;
     attachmentFile?: AttachmentFile;
     concatenatedHtml?: string;
     draftUserId?: string;

package/lib/view/companyMonthEndReportView/companyMonthEndReportViewState.js

@@ -23,6 +23,10 @@ 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
+            ? (0, zeniDayJS_1.date)(data.agent_insights_edited_at)
+            : undefined,
     };
 };
 exports.toCompanyMonthEndReportData = toCompanyMonthEndReportData;

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

@@ -9,9 +9,10 @@ const fileSelector_1 = require("../../../entity/file/fileSelector");
 const snackbarReducer_1 = require("../../../entity/snackbar/snackbarReducer");
 const responsePayload_1 = require("../../../responsePayload");
 const zeniDayJS_1 = require("../../../zeniDayJS");
+const monthEndTemplateData_1 = require("../monthEndTemplateData");
 const companyMonthEndReportViewReducer_1 = require("../companyMonthEndReportViewReducer");
 const saveCompanyMonthEndReportEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyMonthEndReportViewReducer_1.saveCompanyMonthEndReport.match), (0, operators_1.mergeMap)((action) => {
-    const { companyId, recipientEmailList, subject, isPreview, fileId, zeniRequestsHtml, tenantId, } = action.payload;
+    const { agentInsightEdits, companyId, recipientEmailList, subject, isPreview, fileId, zeniRequestsHtml, tenantId, } = action.payload;
     const state = state$.value;
     const company = state.companyState.companiesById[companyId];
     const companyName = state.companyState.companiesById[companyId].companyInfo.name;
@@ -30,15 +31,18 @@ const saveCompanyMonthEndReportEpic = (actions$, state$, zeniAPI) => actions$.pi
         }
     }
     const payload = {
-        template_data: {
-            ...state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.templateData,
-            subject,
-        },
+        template_data: (0, monthEndTemplateData_1.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(timePeriod_1.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/view/companyMonthEndReportView/epics/sendCompanyMonthEndReportEpic.js

@@ -10,6 +10,7 @@ const snackbarReducer_1 = require("../../../entity/snackbar/snackbarReducer");
 const responsePayload_1 = require("../../../responsePayload");
 const zeniDayJS_1 = require("../../../zeniDayJS");
 const companyViewReducer_1 = require("../../companyView/companyViewReducer");
+const monthEndTemplateData_1 = require("../monthEndTemplateData");
 const companyMonthEndReportViewReducer_1 = require("../companyMonthEndReportViewReducer");
 const sendCompanyMonthEndReportEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyMonthEndReportViewReducer_1.sendCompanyMonthEndReport.match), (0, operators_1.mergeMap)((action) => {
     const { companyId, fileId, tenantId } = action.payload;
@@ -34,15 +35,18 @@ const sendCompanyMonthEndReportEpic = (actions$, state$, zeniAPI) => actions$.pi
         }
     }
     const payload = {
-        template_data: {
-            ...state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.templateData,
-            subject,
-        },
+        template_data: (0, monthEndTemplateData_1.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(timePeriod_1.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/view/companyMonthEndReportView/monthEndTemplateData.d.ts

@@ -0,0 +1,16 @@
+import { AgentInsightEdits, MonthEndTemplateData } from './companyMonthEndReportViewPayload';
+/**
+ * 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 declare 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 declare const buildMonthEndTemplateData: (templateData: MonthEndTemplateData | undefined, subject: string | undefined, agentInsightEdits?: AgentInsightEdits) => MonthEndTemplateData;

package/lib/view/companyMonthEndReportView/monthEndTemplateData.js

@@ -0,0 +1,36 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.buildMonthEndTemplateData = exports.AGENT_INSIGHTS_SUBJECT_KEY = void 0;
+/**
+ * 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.
+ */
+exports.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.
+ */
+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 (exports.AGENT_INSIGHTS_SUBJECT_KEY in merged &&
+        agentInsightEdits?.[exports.AGENT_INSIGHTS_SUBJECT_KEY] == null &&
+        subject != null &&
+        subject !== '') {
+        merged[exports.AGENT_INSIGHTS_SUBJECT_KEY] = subject;
+    }
+    return merged;
+};
+exports.buildMonthEndTemplateData = buildMonthEndTemplateData;

package/lib/view/expenseAutomationView/epics/actualMatching/fetchActualMatchingEpic.d.ts

@@ -0,0 +1,9 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { updateJEOneTimeAccruals } from '../../../../entity/jeSchedules/jeSchedulesReducer';
+import { clearAll } from '../../../../rootActions';
+import { RootState } from '../../../../rootStateTypes';
+import { ZeniAPI } from '../../../../zeniAPI';
+import { fetchActualMatching, fetchActualMatchingFailure, fetchActualMatchingSuccess } from '../../reducers/actualMatchingViewReducer';
+export type ActionType = ReturnType<typeof clearAll> | ReturnType<typeof fetchActualMatching> | ReturnType<typeof fetchActualMatchingFailure> | ReturnType<typeof fetchActualMatchingSuccess> | ReturnType<typeof updateJEOneTimeAccruals>;
+export declare const fetchActualMatchingEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/expenseAutomationView/epics/actualMatching/fetchActualMatchingEpic.js

@@ -0,0 +1,50 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchActualMatchingEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const jeSchedulesReducer_1 = require("../../../../entity/jeSchedules/jeSchedulesReducer");
+const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
+const responsePayload_1 = require("../../../../responsePayload");
+const rootActions_1 = require("../../../../rootActions");
+const actualMatchingPayload_1 = require("../../payload/actualMatchingPayload");
+const actualMatchingViewReducer_1 = require("../../reducers/actualMatchingViewReducer");
+const fetchActualMatchingEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(actualMatchingViewReducer_1.fetchActualMatching.match), (0, operators_1.mergeMap)((action) => {
+    const state = state$.value;
+    const { period, refreshViewInBackground } = action.payload;
+    const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
+    const selectedPeriod = state.expenseAutomationViewState
+        .selectedPeriodByTenantId[currentTenant.tenantId] ?? {
+        month: period.start.month,
+        year: period.start.year,
+    };
+    const serviceMonth = (0, actualMatchingPayload_1.toServiceMonthFromPeriod)(period);
+    return zeniAPI
+        .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals?service_month=${encodeURIComponent(serviceMonth)}&view=actual_matching`)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+            const accruals = response.data.accruals ?? [];
+            const updateActions = [];
+            if (accruals.length > 0) {
+                updateActions.push((0, jeSchedulesReducer_1.updateJEOneTimeAccruals)(accruals));
+            }
+            updateActions.push((0, actualMatchingViewReducer_1.fetchActualMatchingSuccess)({
+                accruals,
+                selectedPeriod,
+                refreshViewInBackground,
+            }));
+            return (0, rxjs_1.from)(updateActions);
+        }
+        return (0, rxjs_1.of)((0, actualMatchingViewReducer_1.fetchActualMatchingFailure)({
+            status: response.status,
+            selectedPeriod,
+            refreshViewInBackground,
+        }));
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, actualMatchingViewReducer_1.fetchActualMatchingFailure)({
+        status: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'fetch actual matching REST API call errored out' +
+            JSON.stringify(error)),
+        selectedPeriod,
+        refreshViewInBackground,
+    }))), (0, operators_1.takeUntil)(actions$.pipe((0, operators_1.filter)(rootActions_1.clearAll.match))));
+}));
+exports.fetchActualMatchingEpic = fetchActualMatchingEpic;

package/lib/view/expenseAutomationView/epics/actualMatching/fetchActualMatchingPageEpic.d.ts

@@ -0,0 +1,5 @@
+import { ActionsObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { fetchActualMatching, fetchActualMatchingPage } from '../../reducers/actualMatchingViewReducer';
+export type ActionType = ReturnType<typeof fetchActualMatching> | ReturnType<typeof fetchActualMatchingPage>;
+export declare const fetchActualMatchingPageEpic: (actions$: ActionsObservable<ActionType>) => Observable<ActionType>;

package/lib/view/expenseAutomationView/epics/actualMatching/fetchActualMatchingPageEpic.js

@@ -0,0 +1,11 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchActualMatchingPageEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const actualMatchingViewReducer_1 = require("../../reducers/actualMatchingViewReducer");
+const fetchActualMatchingPageEpic = (actions$) => actions$.pipe((0, operators_1.filter)(actualMatchingViewReducer_1.fetchActualMatchingPage.match), (0, operators_1.mergeMap)((action) => {
+    const { period, refreshViewInBackground } = action.payload;
+    return (0, rxjs_1.of)((0, actualMatchingViewReducer_1.fetchActualMatching)(period, refreshViewInBackground));
+}));
+exports.fetchActualMatchingPageEpic = fetchActualMatchingPageEpic;

package/lib/view/expenseAutomationView/epics/actualMatching/matchAndReverseAccrualsEpic.d.ts

@@ -0,0 +1,8 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { clearAll } from '../../../../rootActions';
+import { RootState } from '../../../../rootStateTypes';
+import { ZeniAPI } from '../../../../zeniAPI';
+import { clearMatchNewModal, fetchActualMatching, matchAndReverseAccruals, matchAndReverseAccrualsFailure, matchAndReverseAccrualsSuccess } from '../../reducers/actualMatchingViewReducer';
+export type ActionType = ReturnType<typeof clearAll> | ReturnType<typeof clearMatchNewModal> | ReturnType<typeof fetchActualMatching> | ReturnType<typeof matchAndReverseAccruals> | ReturnType<typeof matchAndReverseAccrualsFailure> | ReturnType<typeof matchAndReverseAccrualsSuccess>;
+export declare const matchAndReverseAccrualsEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/expenseAutomationView/epics/actualMatching/matchAndReverseAccrualsEpic.js

@@ -0,0 +1,54 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.matchAndReverseAccrualsEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const timePeriod_1 = require("../../../../commonStateTypes/timePeriod");
+const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
+const responsePayload_1 = require("../../../../responsePayload");
+const rootActions_1 = require("../../../../rootActions");
+const actualMatchingPayload_1 = require("../../payload/actualMatchingPayload");
+const actualMatchingViewReducer_1 = require("../../reducers/actualMatchingViewReducer");
+function refreshActualMatchingList(state) {
+    const selectedMonthYear = state.expenseAutomationViewState.selectedPeriodByTenantId[(0, tenantSelector_1.getCurrentTenant)(state).tenantId];
+    if (selectedMonthYear == null) {
+        return [];
+    }
+    const period = (0, timePeriod_1.convertToPeriod)(selectedMonthYear);
+    const start = (0, timePeriod_1.toAbsoluteDay)(period.start);
+    const end = (0, timePeriod_1.toAbsoluteDay)(period.end);
+    if (start == null || end == null) {
+        return [];
+    }
+    return [(0, actualMatchingViewReducer_1.fetchActualMatching)({ start, end }, true)];
+}
+const matchAndReverseAccrualsEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(actualMatchingViewReducer_1.matchAndReverseAccruals.match), (0, operators_1.mergeMap)((action) => {
+    const { transactionId, transactionIntegrationId, transactionType, lineId, accrualIds, } = action.payload;
+    const body = {
+        transaction_id: transactionId,
+        transaction_integration_id: transactionIntegrationId,
+        transaction_type: transactionType,
+        line_id: lineId,
+        accrual_ids: accrualIds,
+    };
+    return zeniAPI
+        .postAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/match-and-reverse`, body)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+            const results = (response.data.results ?? []).map(actualMatchingPayload_1.toMatchAndReverseResult);
+            const successActions = [
+                (0, actualMatchingViewReducer_1.matchAndReverseAccrualsSuccess)({ results }),
+            ];
+            const anyReversed = results.some((result) => result.status === 'reversed');
+            if (anyReversed) {
+                successActions.push(...refreshActualMatchingList(state$.value), (0, actualMatchingViewReducer_1.clearMatchNewModal)());
+            }
+            return (0, rxjs_1.from)(successActions);
+        }
+        return (0, rxjs_1.of)((0, actualMatchingViewReducer_1.matchAndReverseAccrualsFailure)({ status: response.status }));
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, actualMatchingViewReducer_1.matchAndReverseAccrualsFailure)({
+        status: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Match and reverse accruals REST API call errored out' +
+            JSON.stringify(error)),
+    }))), (0, operators_1.takeUntil)(actions$.pipe((0, operators_1.filter)(rootActions_1.clearAll.match))));
+}));
+exports.matchAndReverseAccrualsEpic = matchAndReverseAccrualsEpic;

package/lib/view/expenseAutomationView/epics/actualMatching/searchMatchAccrualsEpic.d.ts

@@ -0,0 +1,8 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { updateJEOneTimeAccruals } from '../../../../entity/jeSchedules/jeSchedulesReducer';
+import { RootState } from '../../../../rootStateTypes';
+import { ZeniAPI } from '../../../../zeniAPI';
+import { searchMatchAccruals, searchMatchAccrualsFailure, searchMatchAccrualsSuccess } from '../../reducers/actualMatchingViewReducer';
+export type ActionType = ReturnType<typeof searchMatchAccruals> | ReturnType<typeof searchMatchAccrualsFailure> | ReturnType<typeof searchMatchAccrualsSuccess> | ReturnType<typeof updateJEOneTimeAccruals>;
+export declare const searchMatchAccrualsEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/expenseAutomationView/epics/actualMatching/searchMatchAccrualsEpic.js

@@ -0,0 +1,48 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.searchMatchAccrualsEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const jeSchedulesReducer_1 = require("../../../../entity/jeSchedules/jeSchedulesReducer");
+const responsePayload_1 = require("../../../../responsePayload");
+const actualMatchingViewReducer_1 = require("../../reducers/actualMatchingViewReducer");
+const actualMatchingViewState_1 = require("../../types/actualMatchingViewState");
+const searchMatchAccrualsEpic = (actions$, _state$, zeniAPI) => {
+    const searchActions$ = actions$.pipe((0, operators_1.filter)(actualMatchingViewReducer_1.searchMatchAccruals.match));
+    const pagination$ = searchActions$.pipe((0, operators_1.filter)((action) => action.payload.pageToken != null));
+    const newSearchDebounced$ = searchActions$.pipe((0, operators_1.filter)((action) => action.payload.pageToken == null), (0, operators_1.debounceTime)(actualMatchingViewState_1.MATCH_SEARCH_DEBOUNCE_MS));
+    return (0, rxjs_1.merge)(pagination$, newSearchDebounced$).pipe((0, operators_1.switchMap)((action) => {
+        const { query, pageToken } = action.payload;
+        const offset = pageToken != null && pageToken.length > 0 ? Number(pageToken) : 0;
+        const searchText = encodeURIComponent(query);
+        const limit = actualMatchingViewState_1.MATCH_ACCRUAL_SEARCH_LIMIT;
+        return zeniAPI
+            .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals?status=posted&reversal_policy=on_bill_match&search_text=${searchText}&limit=${limit}&offset=${offset}`)
+            .pipe((0, operators_1.mergeMap)((response) => {
+            if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+                const accruals = response.data.accruals ?? [];
+                const append = pageToken != null;
+                const nextOffset = offset + accruals.length;
+                const total = response.data.total ?? nextOffset;
+                const nextPageToken = nextOffset < total ? String(nextOffset) : null;
+                const actionsOut = [];
+                if (accruals.length > 0) {
+                    actionsOut.push((0, jeSchedulesReducer_1.updateJEOneTimeAccruals)(accruals));
+                }
+                actionsOut.push((0, actualMatchingViewReducer_1.searchMatchAccrualsSuccess)({
+                    append,
+                    nextPageToken,
+                    results: accruals,
+                }));
+                return (0, rxjs_1.from)(actionsOut);
+            }
+            return (0, rxjs_1.of)((0, actualMatchingViewReducer_1.searchMatchAccrualsFailure)({
+                error: response.status,
+            }));
+        }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, actualMatchingViewReducer_1.searchMatchAccrualsFailure)({
+            error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Search match accruals REST API call errored out' +
+                JSON.stringify(error)),
+        }))));
+    }));
+};
+exports.searchMatchAccrualsEpic = searchMatchAccrualsEpic;

package/lib/view/expenseAutomationView/epics/actualMatching/searchMatchTransactionsEpic.d.ts

@@ -0,0 +1,8 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { clearAll } from '../../../../rootActions';
+import { RootState } from '../../../../rootStateTypes';
+import { ZeniAPI } from '../../../../zeniAPI';
+import { openMatchNewModal, searchMatchAccruals, searchMatchTransactions, searchMatchTransactionsFailure, searchMatchTransactionsSuccess } from '../../reducers/actualMatchingViewReducer';
+export type ActionType = ReturnType<typeof clearAll> | ReturnType<typeof openMatchNewModal> | ReturnType<typeof searchMatchAccruals> | ReturnType<typeof searchMatchTransactions> | ReturnType<typeof searchMatchTransactionsFailure> | ReturnType<typeof searchMatchTransactionsSuccess>;
+export declare const searchMatchTransactionsEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/expenseAutomationView/epics/actualMatching/searchMatchTransactionsEpic.js

@@ -0,0 +1,48 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.searchMatchTransactionsEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const responsePayload_1 = require("../../../../responsePayload");
+const actualMatchingPayload_1 = require("../../payload/actualMatchingPayload");
+const actualMatchingViewReducer_1 = require("../../reducers/actualMatchingViewReducer");
+const actualMatchingViewState_1 = require("../../types/actualMatchingViewState");
+const searchMatchTransactionsEpic = (actions$, _state$, zeniAPI) => {
+    const openModal$ = actions$.pipe((0, operators_1.filter)(actualMatchingViewReducer_1.openMatchNewModal.match), (0, operators_1.mergeMap)(() => (0, rxjs_1.from)([
+        (0, actualMatchingViewReducer_1.searchMatchTransactions)({ query: '' }),
+        (0, actualMatchingViewReducer_1.searchMatchAccruals)({ query: '' }),
+    ])));
+    const searchActions$ = actions$.pipe((0, operators_1.filter)(actualMatchingViewReducer_1.searchMatchTransactions.match));
+    const pagination$ = searchActions$.pipe((0, operators_1.filter)((action) => action.payload.pageToken != null));
+    const newSearchDebounced$ = searchActions$.pipe((0, operators_1.filter)((action) => action.payload.pageToken == null), (0, operators_1.debounceTime)(actualMatchingViewState_1.MATCH_SEARCH_DEBOUNCE_MS));
+    const search$ = (0, rxjs_1.merge)(pagination$, newSearchDebounced$).pipe((0, operators_1.switchMap)((action) => {
+        const { query, pageToken } = action.payload;
+        const queryParam = {
+            search_text: query,
+            page_size: actualMatchingViewState_1.MATCH_TRANSACTION_SEARCH_PAGE_SIZE,
+            ...(pageToken != null ? { page_token: pageToken } : {}),
+        };
+        return zeniAPI
+            .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/match-transaction-search?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
+            .pipe((0, operators_1.mergeMap)((response) => {
+            if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+                const { transactions, next_page_token } = response.data;
+                const append = pageToken != null;
+                const results = (transactions ?? []).map(actualMatchingPayload_1.toActualMatchingTransactionSearchResult);
+                return (0, rxjs_1.of)((0, actualMatchingViewReducer_1.searchMatchTransactionsSuccess)({
+                    append,
+                    nextPageToken: next_page_token ?? null,
+                    results,
+                }));
+            }
+            return (0, rxjs_1.of)((0, actualMatchingViewReducer_1.searchMatchTransactionsFailure)({
+                error: response.status,
+            }));
+        }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, actualMatchingViewReducer_1.searchMatchTransactionsFailure)({
+            error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Search match transactions REST API call errored out' +
+                JSON.stringify(error)),
+        }))));
+    }));
+    return (0, rxjs_1.merge)(openModal$, search$);
+};
+exports.searchMatchTransactionsEpic = searchMatchTransactionsEpic;

package/lib/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.d.ts

@@ -3,10 +3,11 @@ import { Observable } from 'rxjs';
 import { RootState } from '../../../../rootStateTypes';
 import { fetchMonthEndCloseChecks } from '../../../monthEndCloseChecksView/monthEndCloseChecksViewReducer';
 import { fetchAllExpenseAutomationTabs } from '../../expenseAutomationViewReducer';
+import { fetchActualMatchingPage } from '../../reducers/actualMatchingViewReducer';
 import { fetchFluxAnalysisView } from '../../reducers/fluxAnalysisViewReducer';
 import { fetchJeSchedulesPage } from '../../reducers/jeSchedulesViewReducer';
 import { fetchMissingReceipts } from '../../reducers/missingReceiptsViewReducer';
 import { fetchReconciliation } from '../../reducers/reconciliationViewReducer';
 import { fetchTransactionCategorizationView } from '../../reducers/transactionsViewReducer';
-export type ActionType = ReturnType<typeof fetchAllExpenseAutomationTabs> | ReturnType<typeof fetchMissingReceipts> | ReturnType<typeof fetchMonthEndCloseChecks> | ReturnType<typeof fetchFluxAnalysisView> | ReturnType<typeof fetchJeSchedulesPage> | ReturnType<typeof fetchReconciliation> | ReturnType<typeof fetchTransactionCategorizationView>;
+export type ActionType = ReturnType<typeof fetchAllExpenseAutomationTabs> | ReturnType<typeof fetchActualMatchingPage> | ReturnType<typeof fetchMissingReceipts> | ReturnType<typeof fetchMonthEndCloseChecks> | ReturnType<typeof fetchFluxAnalysisView> | ReturnType<typeof fetchJeSchedulesPage> | ReturnType<typeof fetchReconciliation> | ReturnType<typeof fetchTransactionCategorizationView>;
 export declare const fetchAllExpenseAutomationTabsEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => Observable<ActionType>;