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

package/lib/esm/epic.js

@@ -185,6 +185,11 @@ import { updateCombinedStatementInfoEpic, } from './view/expenseAutomationView/e
 import { updateReconcileTabLocalDataEpic as updateExpenseAutomationReconciliationBalanceLocalDataEpic, } from './view/expenseAutomationView/epics/accountRecon/updateReconcileTabLocalDataEpic';
 import { updateStatementInfoEpic, } from './view/expenseAutomationView/epics/accountRecon/updateStatementInfoEpic';
 import { uploadAccountStatementEpic, } from './view/expenseAutomationView/epics/accountRecon/uploadAccountStatementEpic';
+import { fetchActualMatchingEpic as fetchExpenseAutomationActualMatchingEpic, } from './view/expenseAutomationView/epics/actualMatching/fetchActualMatchingEpic';
+import { fetchActualMatchingPageEpic as fetchExpenseAutomationActualMatchingPageEpic, } from './view/expenseAutomationView/epics/actualMatching/fetchActualMatchingPageEpic';
+import { matchAndReverseAccrualsEpic, } from './view/expenseAutomationView/epics/actualMatching/matchAndReverseAccrualsEpic';
+import { searchMatchAccrualsEpic, } from './view/expenseAutomationView/epics/actualMatching/searchMatchAccrualsEpic';
+import { searchMatchTransactionsEpic, } from './view/expenseAutomationView/epics/actualMatching/searchMatchTransactionsEpic';
 import { fetchAllExpenseAutomationTabsEpic, } from './view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic';
 import { refreshExpenseAutomationCurrentTabEpic, } from './view/expenseAutomationView/epics/common/refreshExpenseAutomationCurrentTabEpic';
 import { fetchFluxAnalysisViewEpic as fetchExpenseAutomationFluxAnalysisViewEpic, } from './view/expenseAutomationView/epics/fluxAnalysis/fetchFluxAnalysisViewEpic';
@@ -195,9 +200,17 @@ import { initializeAccountSettingsViewEpic, } from './view/expenseAutomationView
 import { saveAccountSettingsViewEpic, } from './view/expenseAutomationView/epics/jeSchedule/accountSettings/saveAccountSettingsViewEpic';
 import { fetchJeSchedulesPageEpic as fetchExpenseAutomationJESchedulesPageEpic, } from './view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulePageEpic';
 import { fetchJeSchedulesEpic as fetchExpenseAutomationJeSchedulesEpic, } from './view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic';
+import { fetchOneTimeAccrualEpic, } from './view/expenseAutomationView/epics/jeSchedule/fetchOneTimeAccrualEpic';
 import { ignoreRecommendedJeScheduleEpic as ignoreExpenseAutomationJEScheduleEpic, } from './view/expenseAutomationView/epics/jeSchedule/ignoreRecommendedJeScheduleEpic';
 import { initializeJeScheduleLocalDataEpic as initializeExpenseAutomationJeScheduleLocalDataEpic, } from './view/expenseAutomationView/epics/jeSchedule/initializeJeScheduleLocalDataEpic';
+import { createOneTimeAccrualEpic, } from './view/expenseAutomationView/epics/jeSchedule/newSchedule/createOneTimeAccrualEpic';
+import { initializeNewScheduleEpic, } from './view/expenseAutomationView/epics/jeSchedule/newSchedule/initializeNewScheduleEpic';
+import { saveNewScheduleEpic, } from './view/expenseAutomationView/epics/jeSchedule/newSchedule/saveNewScheduleEpic';
+import { searchTransactionsForNewScheduleEpic, } from './view/expenseAutomationView/epics/jeSchedule/newSchedule/searchTransactionsForNewScheduleEpic';
+import { oneTimeAccrualActionsEpic, } from './view/expenseAutomationView/epics/jeSchedule/oneTimeAccrualActionsEpic';
 import { retryJeScheduleEpic as retryExpenseAutomationJEScheduleEpic, } from './view/expenseAutomationView/epics/jeSchedule/retryJeSchedulesEpic';
+import { revertJeScheduleEpic, } from './view/expenseAutomationView/epics/jeSchedule/revertJeScheduleEpic';
+import { switchJESchedulesTabEpic as switchExpenseAutomationJESchedulesTabEpic, } from './view/expenseAutomationView/epics/jeSchedule/switchJESchedulesTabEpic';
 import { bulkUploadMatchResultToastEpic, } from './view/expenseAutomationView/epics/missingReceipts/bulkUploadMatchResultToastEpic';
 import { bulkUploadReceiptsEpic, } from './view/expenseAutomationView/epics/missingReceipts/bulkUploadReceiptsEpic';
 import { confirmBulkUploadMatchEpic, } from './view/expenseAutomationView/epics/missingReceipts/confirmBulkUploadMatchEpic';
@@ -779,6 +792,7 @@ const ALL_EPICS = [
     createNewSchedulesAccruedEpic,
     createNewSchedulesEpic,
     createNewTaskGroupEpic,
+    createOneTimeAccrualEpic,
     createPaymentInstrumentEpic,
     createSessionAndSubmitEpic,
     createSessionEpic,
@@ -950,6 +964,8 @@ const ALL_EPICS = [
     fetchEntityRecommendationsByTransactionIdEpic,
     fetchEntityRecommendationsForLineUpdateEpic,
     fetchExcludedResourcesEpic,
+    fetchExpenseAutomationActualMatchingEpic,
+    fetchExpenseAutomationActualMatchingPageEpic,
     fetchExpenseAutomationFluxAnalysisViewEpic,
     fetchExpenseAutomationInitializeTransactionCategorizationViewLocalDataEpic,
     fetchExpenseAutomationJeSchedulesEpic,
@@ -1058,6 +1074,7 @@ const ALL_EPICS = [
     fetchOnboardingCustomerSetupViewEpic,
     fetchOnboardingCustomerViewEpic,
     fetchOnboardingViewEpic,
+    fetchOneTimeAccrualEpic,
     fetchOpExByVendorEpic,
     fetchOpExByVendorReportForTimeframeEpic,
     fetchOpExByVendorReportSummaryEpic,
@@ -1212,6 +1229,7 @@ const ALL_EPICS = [
     initializeInvoicingCustomerAddressEpic,
     initializeInvoicingSubscriptionAddressEpic,
     initializeMyProfileLocalDataEpic,
+    initializeNewScheduleEpic,
     initializeOnboardingCustomerViewUpdateDataEpic,
     initializeRemiSetupApproverViewUpdateDataEpic,
     initializeRemiToLocalStoreEpic,
@@ -1233,7 +1251,9 @@ const ALL_EPICS = [
     lockChargeCardsEpic,
     markAsCompleteScheduleDetailEpic,
     markTransactionAsNotMiscategorizedEpic,
+    matchAndReverseAccrualsEpic,
     notifyMeForFeatureEpic,
+    oneTimeAccrualActionsEpic,
     parallelFetchAccountTransactionListEpic,
     parallelFetchClassTransactionListEpic,
     parallelFetchEntityTransactionListEpic,
@@ -1277,6 +1297,7 @@ const ALL_EPICS = [
     retryExpenseAutomationJEScheduleEpic,
     retryInvoicingQboSyncTaskEpic,
     retryOrRefundBillEpic,
+    revertJeScheduleEpic,
     reviewDraftRemisBulkActionEpic,
     reviewExpenseAutomationFluxAnalysisViewEpic,
     revokeCardInviteEpic,
@@ -1312,6 +1333,7 @@ const ALL_EPICS = [
     saveInvoicingSubscriptionEpic,
     saveMagicLinkBankAccountEpic,
     saveNewAddressEpic,
+    saveNewScheduleEpic,
     saveNotificationPreferencesEpic,
     saveNotificationSettingsEpic,
     saveOAuthConnectionEpic,
@@ -1335,7 +1357,10 @@ const ALL_EPICS = [
     saveVendorFirstReviewViewEpic,
     saveVendorsTabVendorEpic,
     scheduleTenantCreditScoreCronEpic,
+    searchMatchAccrualsEpic,
+    searchMatchTransactionsEpic,
     searchTransactionsForManualMatchEpic,
+    searchTransactionsForNewScheduleEpic,
     seedAiCardCreationFormDraftEpic,
     seedAiCardPolicyFormDraftEpic,
     sendCompanyMonthEndReportEpic,
@@ -1358,6 +1383,7 @@ const ALL_EPICS = [
     submitIntlVerificationEpic,
     submitInvoicingBrandingFormEpic,
     submitQuestionEpic,
+    switchExpenseAutomationJESchedulesTabEpic,
     syncInvoicingSubscriptionCouponsEpic,
     syncTabsAfterAutomatchEpic,
     toggleReportUIOptionForecastModeEpic,

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_SCHEDULES_TYPES, getJEScheduleTransactionKey, toScheduleTypesType, toScheduleTypesTypeStrict, } from './entity/jeSchedules/jeSchedulesTypes';
+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_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 { getSupportedTransactionById } from './entity/transaction/transactionSelector';
+import { getScheduleTransactionById, 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';
@@ -181,24 +181,28 @@ 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 { clearActualMatchingView as clearExpenseAutomationActualMatchingView, clearMatchNewModal, closeMatchNewModal, fetchActualMatching as fetchExpenseAutomationActualMatching, fetchActualMatchingPage as fetchExpenseAutomationActualMatchingPage, matchAndReverseAccruals, openMatchNewModal, searchMatchAccruals, searchMatchTransactions, updateActualMatchingUIState as updateExpenseAutomationActualMatchingUIState, } from './view/expenseAutomationView/reducers/actualMatchingViewReducer';
 import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFluxAnalysisView, updateFluxAnalysisViewPageMetaData, updateFluxAnalysisViewUIState, updateOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview, } from './view/expenseAutomationView/reducers/fluxAnalysisViewReducer';
-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 { 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 { 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 { MATCH_ACCRUAL_SEARCH_LIMIT, MATCH_SEARCH_DEBOUNCE_MS, MATCH_TRANSACTION_SEARCH_PAGE_SIZE, toActualMatchingSortKey as toExpenseAutomationActualMatchingSortKey, toMatchAndReverseResultStatus, } from './view/expenseAutomationView/types/actualMatchingViewState';
 import { DEFAULT_COMPLETED_SUB_TAB, toCompletedSubTab, } from './view/expenseAutomationView/types/completedSubTab';
-import { DEFAULT_TRANSACTION_GROUP, TRANSACTION_GROUPS, toTransactionGroup, } from './view/expenseAutomationView/types/transactionGroup';
-import { toJEScheduleMainTab as toExpenseAutomationJEScheduleMainTab, toJEScheduleSortKey as toExpenseAutomationJEScheduleSortKey, } from './view/expenseAutomationView/types/jeSchedulesViewState';
+import { ALL_JE_PAGE_TABS, toJEScheduleSortKey as toExpenseAutomationJEScheduleSortKey, toJEPageTab, } 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';
+import { DEFAULT_TRANSACTION_GROUP, TRANSACTION_GROUPS, toTransactionGroup, } from './view/expenseAutomationView/types/transactionGroup';
 import { toTransactionsTabKey as toExpenseAutomationTransactionsTabKey, toTransactionsSortKey, } from './view/expenseAutomationView/types/transactionsViewState';
 import { fetchRegisteredInterests, notifyMeForFeature, } from './view/featureNotificationView/featureNotificationViewReducer';
 import { getFeatureNotificationView, getRegisteredInterests, getRegisteredInterestsByFeature, isFeatureInterestRegistered, } from './view/featureNotificationView/featureNotificationViewSelector';
@@ -483,9 +487,10 @@ 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, toExpenseAutomationJEScheduleMainTab, toExpenseAutomationJEScheduleSortKey, 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, ALL_JE_PAGE_TABS, MATCH_ACCRUAL_SEARCH_LIMIT, MATCH_SEARCH_DEBOUNCE_MS, MATCH_TRANSACTION_SEARCH_PAGE_SIZE, toExpenseAutomationJEScheduleSortKey, toExpenseAutomationActualMatchingSortKey, toJEPageTab, toMatchAndReverseResultStatus, toggleJECreatedGroupCollapsed, toggleJEPendingGroupCollapsed, updateJEScheduleTypeFilter, 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, };
@@ -541,7 +546,7 @@ export { toTransactionType, toTransactionTypeStrict, toTransactionCategory, };
 export { defaultVendorCurrency, updateVendors };
 export { isVendorTransaction, isVendorTransactionWithCustomer, };
 export { isTransferTransaction };
-export { getSupportedTransactionById, };
+export { getScheduleTransactionById, 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, };
@@ -652,9 +657,10 @@ export { updateChargeCardTransactionAttachments, updateChargeCardStatusFromPushe
 export { TIME_SERIES_DURATIONS, convertToTimeSeriesSelectionRange, toTimeSeriesDuration, fetchAggregatedReport, aggregatedReportView, };
 export { fetchApAging, getApAgingReport, updateApAgingUIState, };
 export { fetchApAgingDetail, getApAgingDetailForVendor, updateApAgingDetailUIState, };
-export { clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchExpenseAutomationJESchedulesPage, ignoreExpenseAutomationJESchedule, initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryExpenseAutomationJESchedule, updateExpenseAutomationJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, };
+export { clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, clearJeSearchTransactionsForNewSchedule, fetchExpenseAutomationJESchedulesPage, ignoreExpenseAutomationJESchedule, initializeJeAccountSettingsView, initializeJeNewSchedule, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, resetJeNewScheduleLocalData, retryExpenseAutomationJESchedule, saveJeNewSchedule, saveJeNewScheduleFailure, saveJeNewScheduleSuccess, searchJeTransactionsForNewSchedule, searchJeTransactionsForNewScheduleFailure, searchJeTransactionsForNewScheduleSuccess, updateExpenseAutomationJESchedulesUIState, updateJeNewScheduleLocalData, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, };
+export { clearExpenseAutomationActualMatchingView, closeMatchNewModal, clearMatchNewModal, fetchExpenseAutomationActualMatching, fetchExpenseAutomationActualMatchingPage, matchAndReverseAccruals, openMatchNewModal, searchMatchAccruals, searchMatchTransactions, updateExpenseAutomationActualMatchingUIState, };
 export { createNewSchedulesAccrued, deleteScheduleAccruedDetail, cancelScheduleAccruedJournalEntry, fetchScheduleAccruedDetails, fetchScheduleAccruedDetailsPage, resetJEAccruedLinkInLocalData, saveScheduleAccruedDetails, updateAmountsInScheduleAccruedDetail, updatedJEAccruedLinkWithRecommendedLocalData, updatedJELinkInLocalDataAccruedExpenses, fetchRecommendedTransactionRowIndex, clearSelectedJELinkRowIndex, updateLinkBillExpenseLocalData, updateScheduleAccruedDetailsLocalData, updateSelectedJEAccruedScheduleKey, resetSelectedJEAccruedScheduleKey, resetAccruedDetailNewScheduleState, };
-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 { 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 { 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, };
@@ -862,3 +868,7 @@ 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';
+export { getActualMatchingAmount, getActualMatchingReversalDate, getExpenseAutomationActualMatchingView, isAutoReversedAccrual, isPendingReviewAccrual, } from './view/expenseAutomationView/selectors/actualMatchingViewSelector';

package/lib/esm/reducer.js

@@ -116,6 +116,7 @@ import creditAgentView, { initialState as initialCreditAgentViewState, } from '.
 import dashboard, { initialState as initialDashboardState, } from './view/dashboard/dashboardReducer';
 import dashboardLayout, { initialState as initialDashboardLayoutState, } from './view/dashboardLayout/dashboardLayoutReducer';
 import expenseAutomationView, { initialState as initialExpenseAutomationViewState, } from './view/expenseAutomationView/expenseAutomationViewReducer';
+import expenseAutomationActualMatchingView, { initialState as initialExpenseAutomationActualMatchingViewState, } from './view/expenseAutomationView/reducers/actualMatchingViewReducer';
 import expenseAutomationFluxAnalysisView, { initialState as initialExpenseAutomationFluxAnalysisViewState, } from './view/expenseAutomationView/reducers/fluxAnalysisViewReducer';
 import expenseAutomationJESchedulesView, { initialState as initialExpenseAutomationJESchedulesViewState, } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
 import expenseAutomationMissingReceiptsView, { initialState as initialExpenseAutomationMissingReceiptsViewState, } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
@@ -429,6 +430,7 @@ const initialViewsState = {
     entityAutoCompleteState: initialEntityAutoCompleteState,
     entityRecommendationState: initialEntityRecommendationState,
     expenseAutomationFluxAnalysisViewState: initialExpenseAutomationFluxAnalysisViewState,
+    expenseAutomationActualMatchingViewState: initialExpenseAutomationActualMatchingViewState,
     expenseAutomationJESchedulesViewState: initialExpenseAutomationJESchedulesViewState,
     expenseAutomationMissingReceiptsViewState: initialExpenseAutomationMissingReceiptsViewState,
     expenseAutomationReconciliationViewState: initialExpenseAutomationReconciliationViewState,
@@ -723,6 +725,7 @@ const viewReducers = {
     entityAutoCompleteState: entityAutoComplete,
     entityRecommendationState: recommendation,
     expenseAutomationFluxAnalysisViewState: expenseAutomationFluxAnalysisView,
+    expenseAutomationActualMatchingViewState: expenseAutomationActualMatchingView,
     expenseAutomationJESchedulesViewState: expenseAutomationJESchedulesView,
     expenseAutomationMissingReceiptsViewState: expenseAutomationMissingReceiptsView,
     expenseAutomationReconciliationViewState: expenseAutomationReconciliationView,

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/actualMatching/fetchActualMatchingEpic.js

@@ -0,0 +1,46 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap, takeUntil } from 'rxjs/operators';
+import { updateJEOneTimeAccruals } from '../../../../entity/jeSchedules/jeSchedulesReducer';
+import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { clearAll } from '../../../../rootActions';
+import { toServiceMonthFromPeriod, } from '../../payload/actualMatchingPayload';
+import { fetchActualMatching, fetchActualMatchingFailure, fetchActualMatchingSuccess, } from '../../reducers/actualMatchingViewReducer';
+export const fetchActualMatchingEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchActualMatching.match), mergeMap((action) => {
+    const state = state$.value;
+    const { period, refreshViewInBackground } = action.payload;
+    const currentTenant = getCurrentTenant(state);
+    const selectedPeriod = state.expenseAutomationViewState
+        .selectedPeriodByTenantId[currentTenant.tenantId] ?? {
+        month: period.start.month,
+        year: period.start.year,
+    };
+    const serviceMonth = toServiceMonthFromPeriod(period);
+    return zeniAPI
+        .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals?service_month=${encodeURIComponent(serviceMonth)}&view=actual_matching`)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            const accruals = response.data.accruals ?? [];
+            const updateActions = [];
+            if (accruals.length > 0) {
+                updateActions.push(updateJEOneTimeAccruals(accruals));
+            }
+            updateActions.push(fetchActualMatchingSuccess({
+                accruals,
+                selectedPeriod,
+                refreshViewInBackground,
+            }));
+            return from(updateActions);
+        }
+        return of(fetchActualMatchingFailure({
+            status: response.status,
+            selectedPeriod,
+            refreshViewInBackground,
+        }));
+    }), catchError((error) => of(fetchActualMatchingFailure({
+        status: createZeniAPIStatus('Unexpected Error', 'fetch actual matching REST API call errored out' +
+            JSON.stringify(error)),
+        selectedPeriod,
+        refreshViewInBackground,
+    }))), takeUntil(actions$.pipe(filter(clearAll.match))));
+}));

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

@@ -0,0 +1,7 @@
+import { of } from 'rxjs';
+import { filter, mergeMap } from 'rxjs/operators';
+import { fetchActualMatching, fetchActualMatchingPage, } from '../../reducers/actualMatchingViewReducer';
+export const fetchActualMatchingPageEpic = (actions$) => actions$.pipe(filter(fetchActualMatchingPage.match), mergeMap((action) => {
+    const { period, refreshViewInBackground } = action.payload;
+    return of(fetchActualMatching(period, refreshViewInBackground));
+}));

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

@@ -0,0 +1,50 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap, takeUntil } from 'rxjs/operators';
+import { convertToPeriod, toAbsoluteDay, } from '../../../../commonStateTypes/timePeriod';
+import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { clearAll } from '../../../../rootActions';
+import { toMatchAndReverseResult, } from '../../payload/actualMatchingPayload';
+import { clearMatchNewModal, fetchActualMatching, matchAndReverseAccruals, matchAndReverseAccrualsFailure, matchAndReverseAccrualsSuccess, } from '../../reducers/actualMatchingViewReducer';
+function refreshActualMatchingList(state) {
+    const selectedMonthYear = state.expenseAutomationViewState.selectedPeriodByTenantId[getCurrentTenant(state).tenantId];
+    if (selectedMonthYear == null) {
+        return [];
+    }
+    const period = convertToPeriod(selectedMonthYear);
+    const start = toAbsoluteDay(period.start);
+    const end = toAbsoluteDay(period.end);
+    if (start == null || end == null) {
+        return [];
+    }
+    return [fetchActualMatching({ start, end }, true)];
+}
+export const matchAndReverseAccrualsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(matchAndReverseAccruals.match), mergeMap((action) => {
+    const { transactionId, transactionIntegrationId, transactionType, lineId, accrualIds, } = action.payload;
+    const body = {
+        transaction_id: transactionId,
+        transaction_integration_id: transactionIntegrationId,
+        transaction_type: transactionType,
+        line_id: lineId,
+        accrual_ids: accrualIds,
+    };
+    return zeniAPI
+        .postAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/match-and-reverse`, body)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            const results = (response.data.results ?? []).map(toMatchAndReverseResult);
+            const successActions = [
+                matchAndReverseAccrualsSuccess({ results }),
+            ];
+            const anyReversed = results.some((result) => result.status === 'reversed');
+            if (anyReversed) {
+                successActions.push(...refreshActualMatchingList(state$.value), clearMatchNewModal());
+            }
+            return from(successActions);
+        }
+        return of(matchAndReverseAccrualsFailure({ status: response.status }));
+    }), catchError((error) => of(matchAndReverseAccrualsFailure({
+        status: createZeniAPIStatus('Unexpected Error', 'Match and reverse accruals REST API call errored out' +
+            JSON.stringify(error)),
+    }))), takeUntil(actions$.pipe(filter(clearAll.match))));
+}));

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

@@ -0,0 +1,44 @@
+import { from, merge, of } from 'rxjs';
+import { catchError, debounceTime, filter, mergeMap, switchMap, } from 'rxjs/operators';
+import { updateJEOneTimeAccruals } from '../../../../entity/jeSchedules/jeSchedulesReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { searchMatchAccruals, searchMatchAccrualsFailure, searchMatchAccrualsSuccess, } from '../../reducers/actualMatchingViewReducer';
+import { MATCH_ACCRUAL_SEARCH_LIMIT, MATCH_SEARCH_DEBOUNCE_MS, } from '../../types/actualMatchingViewState';
+export const searchMatchAccrualsEpic = (actions$, _state$, zeniAPI) => {
+    const searchActions$ = actions$.pipe(filter(searchMatchAccruals.match));
+    const pagination$ = searchActions$.pipe(filter((action) => action.payload.pageToken != null));
+    const newSearchDebounced$ = searchActions$.pipe(filter((action) => action.payload.pageToken == null), debounceTime(MATCH_SEARCH_DEBOUNCE_MS));
+    return merge(pagination$, newSearchDebounced$).pipe(switchMap((action) => {
+        const { query, pageToken } = action.payload;
+        const offset = pageToken != null && pageToken.length > 0 ? Number(pageToken) : 0;
+        const searchText = encodeURIComponent(query);
+        const limit = MATCH_ACCRUAL_SEARCH_LIMIT;
+        return zeniAPI
+            .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals?status=posted&reversal_policy=on_bill_match&search_text=${searchText}&limit=${limit}&offset=${offset}`)
+            .pipe(mergeMap((response) => {
+            if (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(updateJEOneTimeAccruals(accruals));
+                }
+                actionsOut.push(searchMatchAccrualsSuccess({
+                    append,
+                    nextPageToken,
+                    results: accruals,
+                }));
+                return from(actionsOut);
+            }
+            return of(searchMatchAccrualsFailure({
+                error: response.status,
+            }));
+        }), catchError((error) => of(searchMatchAccrualsFailure({
+            error: createZeniAPIStatus('Unexpected Error', 'Search match accruals REST API call errored out' +
+                JSON.stringify(error)),
+        }))));
+    }));
+};

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

@@ -0,0 +1,44 @@
+import { from, merge, of } from 'rxjs';
+import { catchError, debounceTime, filter, mergeMap, switchMap, } from 'rxjs/operators';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { toActualMatchingTransactionSearchResult, } from '../../payload/actualMatchingPayload';
+import { openMatchNewModal, searchMatchAccruals, searchMatchTransactions, searchMatchTransactionsFailure, searchMatchTransactionsSuccess, } from '../../reducers/actualMatchingViewReducer';
+import { MATCH_SEARCH_DEBOUNCE_MS, MATCH_TRANSACTION_SEARCH_PAGE_SIZE, } from '../../types/actualMatchingViewState';
+export const searchMatchTransactionsEpic = (actions$, _state$, zeniAPI) => {
+    const openModal$ = actions$.pipe(filter(openMatchNewModal.match), mergeMap(() => from([
+        searchMatchTransactions({ query: '' }),
+        searchMatchAccruals({ query: '' }),
+    ])));
+    const searchActions$ = actions$.pipe(filter(searchMatchTransactions.match));
+    const pagination$ = searchActions$.pipe(filter((action) => action.payload.pageToken != null));
+    const newSearchDebounced$ = searchActions$.pipe(filter((action) => action.payload.pageToken == null), debounceTime(MATCH_SEARCH_DEBOUNCE_MS));
+    const search$ = merge(pagination$, newSearchDebounced$).pipe(switchMap((action) => {
+        const { query, pageToken } = action.payload;
+        const queryParam = {
+            search_text: query,
+            page_size: 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(mergeMap((response) => {
+            if (isSuccessResponse(response) && response.data != null) {
+                const { transactions, next_page_token } = response.data;
+                const append = pageToken != null;
+                const results = (transactions ?? []).map(toActualMatchingTransactionSearchResult);
+                return of(searchMatchTransactionsSuccess({
+                    append,
+                    nextPageToken: next_page_token ?? null,
+                    results,
+                }));
+            }
+            return of(searchMatchTransactionsFailure({
+                error: response.status,
+            }));
+        }), catchError((error) => of(searchMatchTransactionsFailure({
+            error: createZeniAPIStatus('Unexpected Error', 'Search match transactions REST API call errored out' +
+                JSON.stringify(error)),
+        }))));
+    }));
+    return merge(openModal$, search$);
+};