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

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/common/fetchAllExpenseAutomationTabsEpic.js

@@ -11,6 +11,7 @@ const jeSchedulesViewReducer_1 = require("../../reducers/jeSchedulesViewReducer"
 const missingReceiptsViewReducer_1 = require("../../reducers/missingReceiptsViewReducer");
 const reconciliationViewReducer_1 = require("../../reducers/reconciliationViewReducer");
 const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
+const jeSchedulesViewState_1 = require("../../types/jeSchedulesViewState");
 const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(expenseAutomationViewReducer_1.fetchAllExpenseAutomationTabs.match), (0, operators_1.switchMap)((action) => {
     const { cacheOverride, refreshViewInBackground } = action.payload;
     const state = state$.value;
@@ -62,14 +63,16 @@ const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.pipe((0
                 state.expenseAutomationFluxAnalysisViewState.groupsBySelectedPeriod[monthYearPeriodId] == null)) {
             fetchActions.push((0, fluxAnalysisViewReducer_1.fetchFluxAnalysisView)(selectedPeriod, cacheOverride, refreshViewInBackground, null));
         }
+        // The two JE tabs cache separately, so only the tab actually being shown decides whether a
+        // fetch is still needed.
+        const jeSchedulesPeriodTabKey = (0, jeSchedulesViewState_1.getJESchedulePeriodTabKey)(state.expenseAutomationJESchedulesViewState.uiState.selectedPageTab, monthYearPeriodId);
         if (state.expenseAutomationJESchedulesViewState.fetchState !==
             'In-Progress' &&
             (!state.expenseAutomationJESchedulesViewState.hasValidState() ||
                 state.expenseAutomationJESchedulesViewState
-                    .jeScheduleTransactionKeysByPeriod[monthYearPeriodId] == null ||
+                    .jeScheduleTransactionKeysByPeriodAndTab[jeSchedulesPeriodTabKey] == null ||
                 state.expenseAutomationJESchedulesViewState
-                    .failedJeScheduleTransactionKeysByPeriod[monthYearPeriodId] ==
-                    null)) {
+                    .failedJeScheduleTransactionKeysByPeriodAndTab[jeSchedulesPeriodTabKey] == null)) {
             fetchActions.push((0, jeSchedulesViewReducer_1.fetchJeSchedulesPage)({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
         }
         if (state.expenseAutomationReconciliationViewState.fetchState !==

package/lib/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic.d.ts

@@ -1,8 +1,9 @@
 import { ActionsObservable, StateObservable } from 'redux-observable';
 import { Observable } from 'rxjs';
-import { updateJESchedules, updateJESchedulesDetails } from '../../../../entity/jeSchedules/jeSchedulesReducer';
+import { updateAccruedJESchedules, updateAccruedJESchedulesDetails, updateJEOneTimeAccruals, updateJESchedules, updateJESchedulesDetails } from '../../../../entity/jeSchedules/jeSchedulesReducer';
 import { RootState } from '../../../../rootStateTypes';
+import { clearAll } from '../../../../rootActions';
 import { ZeniAPI } from '../../../../zeniAPI';
 import { fetchJeSchedules, fetchJeSchedulesFailure, fetchJeSchedulesSuccess, initializeJeScheduleLocalData } from '../../reducers/jeSchedulesViewReducer';
-export type ActionType = ReturnType<typeof fetchJeSchedules> | ReturnType<typeof fetchJeSchedulesFailure> | ReturnType<typeof fetchJeSchedulesSuccess> | ReturnType<typeof initializeJeScheduleLocalData> | ReturnType<typeof updateJESchedules> | ReturnType<typeof updateJESchedulesDetails>;
+export type ActionType = ReturnType<typeof clearAll> | ReturnType<typeof fetchJeSchedules> | ReturnType<typeof fetchJeSchedulesFailure> | ReturnType<typeof fetchJeSchedulesSuccess> | ReturnType<typeof initializeJeScheduleLocalData> | ReturnType<typeof updateAccruedJESchedules> | ReturnType<typeof updateAccruedJESchedulesDetails> | ReturnType<typeof updateJEOneTimeAccruals> | ReturnType<typeof updateJESchedules> | ReturnType<typeof updateJESchedulesDetails>;
 export declare const fetchJeSchedulesEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -4,9 +4,12 @@ exports.fetchJeSchedulesEpic = void 0;
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const timePeriod_1 = require("../../../../commonStateTypes/timePeriod");
+const timePeriod_2 = require("../../../../commonStateTypes/timePeriod");
 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 zeniDayJS_1 = require("../../../../zeniDayJS");
 const jeSchedulesViewReducer_1 = require("../../reducers/jeSchedulesViewReducer");
 const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(jeSchedulesViewReducer_1.fetchJeSchedules.match), (0, operators_1.mergeMap)((action) => {
     const state = state$.value;
@@ -14,27 +17,54 @@ const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, op
     const { period, refreshViewInBackground } = action.payload;
     const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
     const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
+    const { selectedPageTab } = state.expenseAutomationJESchedulesViewState.uiState;
+    const isClosePeriodTab = selectedPageTab === 'schedules';
+    const existingEndDate = (0, timePeriod_2.toAbsoluteDay)((0, zeniDayJS_1.date)((0, timePeriod_2.toString)(period.start))
+        .subtract(1, 'month')
+        .endOf('month')
+        .format(timePeriod_1.DEFAULT_DATE_FORMAT));
     const queryParam = {
-        start_date: (0, timePeriod_1.toString)(period.start),
-        end_date: (0, timePeriod_1.toString)(period.end),
+        start_date: (0, timePeriod_2.toString)(period.start),
+        end_date: isClosePeriodTab || existingEndDate == null
+            ? (0, timePeriod_2.toString)(period.end)
+            : (0, timePeriod_2.toString)(existingEndDate),
+        include_accrued: true,
+        ...(isClosePeriodTab
+            ? { close_period_start_date: (0, timePeriod_2.toString)(period.start) }
+            : {}),
     };
     return zeniAPI
         .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expenses_automation/je_schedules?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
         .pipe((0, operators_1.mergeMap)((response) => {
         if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
             const updateActions = [];
+            const accruedJeSchedules = response.data.accrued_je_schedules?.je_schedules ?? [];
+            const oneTimeAccruals = response.data.one_time_accruals ?? [];
             updateActions.push((0, jeSchedulesReducer_1.updateJESchedules)([
                 ...response.data.je_schedules,
                 ...response.data.failed_je_postings.je_schedules,
             ]), (0, jeSchedulesReducer_1.updateJESchedulesDetails)([...response.data.failed_je_postings.je_schedules], response.data.failed_je_postings.scheduled_journal_entries), (0, jeSchedulesViewReducer_1.initializeJeScheduleLocalData)([
                 ...response.data.failed_je_postings.je_schedules,
             ]));
+            if (accruedJeSchedules.length > 0) {
+                updateActions.push((0, jeSchedulesReducer_1.updateAccruedJESchedules)(accruedJeSchedules), (0, jeSchedulesReducer_1.updateAccruedJESchedulesDetails)(accruedJeSchedules, response.data.accrued_je_schedules
+                    ?.scheduled_journal_entries));
+            }
+            if (oneTimeAccruals.length > 0) {
+                // Single action, unlike the accrued pair above: this one writes the entity
+                // directly because an accrual denormalizes its vendor, accounts and classes, so
+                // there is no fan-out fetch to trigger.
+                updateActions.push((0, jeSchedulesReducer_1.updateJEOneTimeAccruals)(oneTimeAccruals));
+            }
             updateActions.push((0, jeSchedulesViewReducer_1.fetchJeSchedulesSuccess)({
                 jeSchedules: [...response.data.je_schedules],
                 failedJeSchedules: [
                     ...response.data.failed_je_postings.je_schedules,
                 ],
+                accruedJeSchedules: accruedJeSchedules,
+                oneTimeAccruals: oneTimeAccruals,
                 selectedPeriod: selectedPeriod,
+                selectedPageTab: selectedPageTab,
                 refreshViewInBackground: refreshViewInBackground,
             }));
             return (0, rxjs_1.from)(updateActions);
@@ -43,12 +73,18 @@ const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, op
             return (0, rxjs_1.of)((0, jeSchedulesViewReducer_1.fetchJeSchedulesFailure)({
                 status: response.status,
                 selectedPeriod,
+                selectedPageTab,
             }));
         }
     }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, jeSchedulesViewReducer_1.fetchJeSchedulesFailure)({
         status: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'fetch JE schedules REST API call errored out' +
             JSON.stringify(error)),
         selectedPeriod,
-    }))));
+        selectedPageTab,
+    }))), 
+    // A tenant switch clears the store while this request is still in flight. Without this
+    // the old tenant's rows are written back into the freshly cleared store and stay on
+    // screen under the new tenant until a manual refresh.
+    (0, operators_1.takeUntil)(actions$.pipe((0, operators_1.filter)(rootActions_1.clearAll.match))));
 }));
 exports.fetchJeSchedulesEpic = fetchJeSchedulesEpic;

package/lib/view/expenseAutomationView/epics/jeSchedule/fetchOneTimeAccrualEpic.d.ts

@@ -0,0 +1,20 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { updateJEOneTimeAccruals } from '../../../../entity/jeSchedules/jeSchedulesReducer';
+import { RootState } from '../../../../reducer';
+import { ZeniAPI } from '../../../../zeniAPI';
+import { fetchOneTimeAccrual, fetchOneTimeAccrualFailure, fetchOneTimeAccrualSuccess } from '../../reducers/jeSchedulesViewReducer';
+export type ActionType = ReturnType<typeof fetchOneTimeAccrual> | ReturnType<typeof fetchOneTimeAccrualFailure> | ReturnType<typeof fetchOneTimeAccrualSuccess> | ReturnType<typeof updateJEOneTimeAccruals>;
+/**
+ * Read one accrual by id so its detail page can render from a URL alone.
+ *
+ * Every other row on this page arrives with the JE Schedules list, and the accrual detail page used
+ * to render only from what that list had already put in the store -- so opening its URL directly, on
+ * a refresh or a shared link, had nothing to render and showed not-found. This is the read that
+ * makes the URL self-sufficient.
+ *
+ * The response is the same `{accrual}` envelope promote / ignore / revert return, and it goes through
+ * the same `updateJEOneTimeAccruals`, so a page loaded cold holds exactly the entity a page reached
+ * through the list holds.
+ */
+export declare const fetchOneTimeAccrualEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/expenseAutomationView/epics/jeSchedule/fetchOneTimeAccrualEpic.js

@@ -0,0 +1,49 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchOneTimeAccrualEpic = 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 rootActions_1 = require("../../../../rootActions");
+const jeSchedulesViewReducer_1 = require("../../reducers/jeSchedulesViewReducer");
+/**
+ * Read one accrual by id so its detail page can render from a URL alone.
+ *
+ * Every other row on this page arrives with the JE Schedules list, and the accrual detail page used
+ * to render only from what that list had already put in the store -- so opening its URL directly, on
+ * a refresh or a shared link, had nothing to render and showed not-found. This is the read that
+ * makes the URL self-sufficient.
+ *
+ * The response is the same `{accrual}` envelope promote / ignore / revert return, and it goes through
+ * the same `updateJEOneTimeAccruals`, so a page loaded cold holds exactly the entity a page reached
+ * through the list holds.
+ */
+const fetchOneTimeAccrualEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(jeSchedulesViewReducer_1.fetchOneTimeAccrual.match), (0, operators_1.mergeMap)((action) => {
+    const { accrualId } = action.payload;
+    return zeniAPI
+        .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/${accrualId}`)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+            return (0, rxjs_1.from)([
+                (0, jeSchedulesReducer_1.updateJEOneTimeAccruals)([response.data.accrual]),
+                (0, jeSchedulesViewReducer_1.fetchOneTimeAccrualSuccess)({ accrualId }),
+            ]);
+        }
+        // A deleted or ignored accrual answers 404 here, the same as an id that never existed.
+        // Both end as an error state the page turns into not-found, rather than a spinner that
+        // never resolves.
+        return (0, rxjs_1.from)([
+            (0, jeSchedulesViewReducer_1.fetchOneTimeAccrualFailure)({ accrualId, status: response.status }),
+        ]);
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.from)([
+        (0, jeSchedulesViewReducer_1.fetchOneTimeAccrualFailure)({
+            accrualId,
+            status: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', `Fetch one-time accrual REST API call errored out ${JSON.stringify(error)}`),
+        }),
+    ])), 
+    // A tenant switch clears the store while this request is in flight. Without this the old
+    // tenant's accrual is written back into the freshly cleared store.
+    (0, operators_1.takeUntil)(actions$.pipe((0, operators_1.filter)(rootActions_1.clearAll.match))));
+}));
+exports.fetchOneTimeAccrualEpic = fetchOneTimeAccrualEpic;

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

@@ -14,13 +14,25 @@ const jeSchedulesViewReducer_1 = require("../../reducers/jeSchedulesViewReducer"
 const ignoreRecommendedJeScheduleEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(jeSchedulesViewReducer_1.ignoreRecommendedJeSchedule.match), (0, operators_1.mergeMap)((action) => {
     const state = state$.value;
     const { expenseAutomationViewState: { selectedPeriodByTenantId }, } = state;
-    const { scheduleType, jeScheduleTransactionKey } = action.payload;
+    const { scheduleType, jeScheduleTransactionKey, reason, note } = action.payload;
     const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
     const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
     const actions = [];
     const jeScheduleTransactionState = (0, jeSchedulesSelector_1.getJEScheduledTransactionByJEScheduleTransactionKey)(jeScheduleTransactionKey, state);
+    const ignorePayload = (0, jeSchedulesPayload_1.prepareIgnoreSchedulePayload)(scheduleType, jeScheduleTransactionState, state);
+    // The gateway reads reason/note from je_schedules[0].feedback and nowhere else, and rejects
+    // anything but those two keys inside it — `action` is stamped server-side.
     const payload = {
-        ...(0, jeSchedulesPayload_1.prepareIgnoreSchedulePayload)(scheduleType, jeScheduleTransactionState, state),
+        ...ignorePayload,
+        je_schedules: ignorePayload.je_schedules.map((schedule, index) => index === 0
+            ? {
+                ...schedule,
+                feedback: {
+                    reason,
+                    ...(note != null && note !== '' ? { note } : {}),
+                },
+            }
+            : schedule),
     };
     const queryParam = {
         je_schedule_type: scheduleType,

package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/createOneTimeAccrualEpic.d.ts

@@ -0,0 +1,8 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { updateJEOneTimeAccruals } from '../../../../../entity/jeSchedules/jeSchedulesReducer';
+import { openSnackbar } from '../../../../../entity/snackbar/snackbarReducer';
+import { RootState } from '../../../../../reducer';
+import { ZeniAPI } from '../../../../../zeniAPI';
+import { createOneTimeAccrual, createOneTimeAccrualFailure, createOneTimeAccrualSuccess, fetchJeSchedules } from '../../../reducers/jeSchedulesViewReducer';
+export type ActionType = ReturnType<typeof createOneTimeAccrual> | ReturnType<typeof createOneTimeAccrualSuccess> | ReturnType<typeof createOneTimeAccrualFailure> | ReturnType<typeof updateJEOneTimeAccruals> | ReturnType<typeof fetchJeSchedules> | ReturnType<typeof openSnackbar>;
+export declare const createOneTimeAccrualEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => import("rxjs").Observable<ActionType>;

package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/createOneTimeAccrualEpic.js

@@ -0,0 +1,103 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.createOneTimeAccrualEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const timePeriod_1 = require("../../../../../commonStateTypes/timePeriod");
+const jeSchedulesReducer_1 = require("../../../../../entity/jeSchedules/jeSchedulesReducer");
+const snackbarReducer_1 = require("../../../../../entity/snackbar/snackbarReducer");
+const tenantSelector_1 = require("../../../../../entity/tenant/tenantSelector");
+const responsePayload_1 = require("../../../../../responsePayload");
+const jeSchedulesPayload_1 = require("../../../payload/jeSchedulesPayload");
+const jeSchedulesViewReducer_1 = require("../../../reducers/jeSchedulesViewReducer");
+const createOneTimeAccrualEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(jeSchedulesViewReducer_1.createOneTimeAccrual.match), (0, operators_1.mergeMap)((action) => {
+    const state = state$.value;
+    const { localData } = action.payload;
+    /*
+     * Idempotency for the create. agent-je dedupes on this: the same key again returns the
+     * existing accrual rather than posting a second JE to QBO.
+     *
+     * Body `request_id` rather than the `Idempotency-Key` header the API doc prefers, on Mohit's
+     * call (2026-08-24). The header cannot reach the service from a browser -- common's
+     * Access-Control-Allow-Headers does not list it, so cross-origin preflight rejects the
+     * request. Same meaning either way; the header simply wins when both are sent.
+     *
+     * Minted here, per create action, and deliberately not held in local data or the form: a new
+     * Save must produce a new key, and only a retry of *this* request may reuse one. Nothing
+     * retries today -- if a retry operator is ever added below, it has to sit inside this
+     * mergeMap so the key is not re-minted, or the guarantee is silently lost.
+     */
+    const requestId = crypto.randomUUID();
+    const payload = {
+        ...(0, jeSchedulesPayload_1.prepareCreateOneTimeAccrualPayload)(state, localData),
+        request_id: requestId,
+    };
+    // convertToPeriod destructures, so an unset period would throw here and take the epic
+    // subscription down for the whole session — a missed refresh is the cheaper failure.
+    const selectedMonthYear = state.expenseAutomationViewState.selectedPeriodByTenantId[(0, tenantSelector_1.getCurrentTenant)(state).tenantId];
+    const selectedPeriod = selectedMonthYear != null
+        ? (0, timePeriod_1.convertToPeriod)(selectedMonthYear)
+        : undefined;
+    const periodStart = selectedPeriod != null
+        ? (0, timePeriod_1.toAbsoluteDay)(selectedPeriod.start)
+        : undefined;
+    const periodEnd = selectedPeriod != null ? (0, timePeriod_1.toAbsoluteDay)(selectedPeriod.end) : undefined;
+    return zeniAPI
+        .postAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals`, payload)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+            const successActions = [
+                (0, jeSchedulesReducer_1.updateJEOneTimeAccruals)([response.data.accrual]),
+                (0, jeSchedulesViewReducer_1.createOneTimeAccrualSuccess)(),
+                (0, snackbarReducer_1.openSnackbar)({
+                    messageSection: 'create_schedule',
+                    messageText: 'success',
+                    type: 'success',
+                    variables: [
+                        {
+                            variableName: '_vendor_name_',
+                            variableValue: localData.vendorName,
+                        },
+                    ],
+                }),
+            ];
+            // The tab buckets (jeScheduleOneTimeAccrualKeysByPeriodAndTab) are rebuilt wholesale
+            // per fetch, and the backend decides whether a freshly posted accrual belongs to
+            // Review or Existing — so refetch rather than guess which bucket to insert into.
+            if (periodStart != null && periodEnd != null) {
+                successActions.push((0, jeSchedulesViewReducer_1.fetchJeSchedules)({ start: periodStart, end: periodEnd }, true));
+            }
+            return (0, rxjs_1.from)(successActions);
+        }
+        return (0, rxjs_1.from)([
+            (0, jeSchedulesViewReducer_1.createOneTimeAccrualFailure)({ status: response.status }),
+            (0, snackbarReducer_1.openSnackbar)({
+                messageSection: 'create_schedule',
+                messageText: 'failed',
+                type: 'error',
+                variables: [
+                    {
+                        variableName: '_api-error_',
+                        variableValue: response.status.message,
+                    },
+                ],
+            }),
+        ]);
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.from)([
+        (0, snackbarReducer_1.openSnackbar)({
+            messageSection: 'create_schedule',
+            messageText: 'failed',
+            type: 'error',
+            variables: [
+                {
+                    variableName: '_api-error_',
+                    variableValue: JSON.stringify(error),
+                },
+            ],
+        }),
+        (0, jeSchedulesViewReducer_1.createOneTimeAccrualFailure)({
+            status: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', `Create One Time Accrual REST API call errored out ${JSON.stringify(error)}`),
+        }),
+    ])));
+}));
+exports.createOneTimeAccrualEpic = createOneTimeAccrualEpic;

package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/initializeNewScheduleEpic.d.ts

@@ -0,0 +1,8 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { RootState } from '../../../../../reducer';
+import { fetchAccountList } from '../../../../accountList/accountListReducer';
+import { fetchClassList } from '../../../../classList/classListReducer';
+import { clearSearchTransactionsForNewSchedule, initializeNewSchedule, resetNewScheduleLocalData } from '../../../reducers/jeSchedulesViewReducer';
+export type ActionType = ReturnType<typeof clearSearchTransactionsForNewSchedule> | ReturnType<typeof fetchAccountList> | ReturnType<typeof fetchClassList> | ReturnType<typeof initializeNewSchedule> | ReturnType<typeof resetNewScheduleLocalData>;
+export declare const initializeNewScheduleEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => Observable<ActionType>;

package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/initializeNewScheduleEpic.js

@@ -0,0 +1,29 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.initializeNewScheduleEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const accountListReducer_1 = require("../../../../accountList/accountListReducer");
+const classListReducer_1 = require("../../../../classList/classListReducer");
+const scheduleListHelper_1 = require("../../../../scheduleView/scheduleListView/scheduleListHelper");
+const jeSchedulesViewReducer_1 = require("../../../reducers/jeSchedulesViewReducer");
+const initializeNewScheduleEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(jeSchedulesViewReducer_1.initializeNewSchedule.match), (0, operators_1.mergeMap)((action) => {
+    const newScheduleActions = [];
+    const accountType = (0, scheduleListHelper_1.getAccountsTypesForScheduleEpics)();
+    const { accountListState, classListState } = state$.value;
+    if (accountListState.byReportId[accountType.accountListKey]?.fetchState ===
+        'Not-Started') {
+        newScheduleActions.push((0, accountListReducer_1.fetchAccountList)(accountType.accountListKey, true, false, false, false, accountType.allowedAccountList));
+    }
+    if (classListState.fetchState === 'Not-Started') {
+        newScheduleActions.push((0, classListReducer_1.fetchClassList)());
+    }
+    // The account and class fetches above are idempotent (both guard on 'Not-Started'), so they
+    // can run on every open. Clearing what the user entered cannot, so it is opt-in.
+    if (action.payload.shouldResetEnteredData) {
+        newScheduleActions.push((0, jeSchedulesViewReducer_1.resetNewScheduleLocalData)({ scheduleType: action.payload.scheduleType }));
+        newScheduleActions.push((0, jeSchedulesViewReducer_1.clearSearchTransactionsForNewSchedule)());
+    }
+    return (0, rxjs_1.from)(newScheduleActions);
+}));
+exports.initializeNewScheduleEpic = initializeNewScheduleEpic;