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

package/lib/view/expenseAutomationView/reducers/jeSchedulesViewReducer.js

@@ -1,14 +1,22 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateRecommendationForAccountSettingsFailure = exports.updateRecommendationForAccountSettings = exports.updateJeScheduleTransactionKeys = exports.updateJeScheduleLocalDataById = exports.updateJESchedulesUIState = exports.updateAccountSettingsListForAccountTypesFailure = exports.updateAccountSettingsListForAccountTypes = exports.saveAccountSettingsSuccess = exports.saveAccountSettingsLocalData = exports.saveAccountSettingsFailure = exports.saveAccountSettings = exports.retryJeScheduleSuccess = exports.retryJeScheduleFailure = exports.retryJeSchedule = exports.removeJeScheduleTransactionKey = exports.removeJeScheduleLocalDataById = exports.removeFailedJeScheduleTransactionKey = exports.initializeJeScheduleLocalData = exports.initializeAccountSettingsView = exports.ignoreRecommendedJeScheduleSuccess = exports.ignoreRecommendedJeScheduleFailure = exports.ignoreRecommendedJeSchedule = exports.fetchRecommendationForAccountSettings = exports.fetchJeSchedulesSuccess = exports.fetchJeSchedulesPage = exports.fetchJeSchedulesFailure = exports.fetchJeSchedules = exports.fetchAccountSettingsListForAccountTypes = exports.clearJeScheduleLocalData = exports.clearJeAccountSettingsLocalData = exports.clearExpenseAutomationJESchedulesView = exports.initialState = exports.accountSettingsInitialState = void 0;
+exports.saveNewScheduleSuccess = exports.saveNewScheduleFailure = exports.saveNewSchedule = exports.saveAccountSettingsSuccess = exports.saveAccountSettingsLocalData = exports.saveAccountSettingsFailure = exports.saveAccountSettings = exports.retryJeScheduleSuccess = exports.retryJeScheduleFailure = exports.retryJeSchedule = exports.resetNewScheduleLocalData = exports.removeJeScheduleTransactionKey = exports.removeJeAccruedScheduleKey = exports.removeJeScheduleLocalDataById = exports.removeFailedJeScheduleTransactionKey = exports.initializeNewSchedule = exports.initializeJeScheduleLocalData = exports.initializeAccountSettingsView = exports.ignoreRecommendedJeScheduleSuccess = exports.ignoreRecommendedJeScheduleFailure = exports.ignoreRecommendedJeSchedule = exports.fetchRecommendationForAccountSettings = exports.fetchOneTimeAccrualSuccess = exports.fetchOneTimeAccrualFailure = exports.fetchOneTimeAccrual = exports.fetchJeSchedulesSuccess = exports.fetchJeSchedulesPage = exports.fetchJeSchedulesFailure = exports.fetchJeSchedules = exports.fetchAccountSettingsListForAccountTypes = exports.revertOneTimeAccrual = exports.revertJeScheduleSuccess = exports.revertJeScheduleFailure = exports.revertJeSchedule = exports.promoteOneTimeAccrual = exports.oneTimeAccrualActionSuccess = exports.oneTimeAccrualActionFailure = exports.ignoreOneTimeAccrual = exports.createOneTimeAccrualSuccess = exports.createOneTimeAccrualFailure = exports.createOneTimeAccrual = exports.clearSearchTransactionsForNewSchedule = exports.clearJeScheduleLocalData = exports.clearJeAccountSettingsLocalData = exports.clearExpenseAutomationJESchedulesView = exports.initialState = exports.searchTransactionsInitialState = exports.newScheduleInitialState = exports.getBaseNewScheduleLocalData = exports.accountSettingsInitialState = void 0;
+exports.updateRecommendationForAccountSettingsFailure = exports.updateRecommendationForAccountSettings = exports.updateNewScheduleLocalData = exports.updateJeScheduleTransactionKeys = exports.updateJeScheduleLocalDataById = exports.updateJEScheduleTypeFilter = exports.updateJESchedulesUIState = exports.updateAccountSettingsListForAccountTypesFailure = exports.updateAccountSettingsListForAccountTypes = exports.toggleJEPendingGroupCollapsed = exports.toggleJECreatedGroupCollapsed = exports.searchTransactionsForNewScheduleSuccess = exports.searchTransactionsForNewScheduleFailure = exports.searchTransactionsForNewSchedule = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const getNestedAccountIDHierarchyForReport_1 = require("../../../commonStateTypes/accountView/getNestedAccountIDHierarchyForReport");
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const accountPayload_1 = require("../../../entity/account/accountPayload");
+const jeScheduleHelper_1 = require("../../../entity/jeSchedules/jeScheduleHelper");
 const jeSchedulesPayload_1 = require("../../../entity/jeSchedules/jeSchedulesPayload");
 const rootActions_1 = require("../../../rootActions");
 const accountTypeRecommendationPayload_1 = require("../../accountMappingView/accountTypeRecommendation/accountTypeRecommendationPayload");
+const jeSchedulesViewState_1 = require("../types/jeSchedulesViewState");
+function removeKeyFromEveryTabSlot(keysByPeriodAndTab, keyToRemove) {
+    for (const periodTabKey of Object.keys(keysByPeriodAndTab)) {
+        keysByPeriodAndTab[periodTabKey] = keysByPeriodAndTab[periodTabKey].filter((jeScheduleKey) => jeScheduleKey !== keyToRemove);
+    }
+}
 exports.accountSettingsInitialState = {
     localData: {
         selectedPrepaidExpensesAccountIds: [],
@@ -40,16 +48,38 @@ exports.accountSettingsInitialState = {
     accruedExpensesNestedAccountListHierarchy: [],
     accruedExpensesRecommendations: [],
 };
+const getBaseNewScheduleLocalData = (scheduleType) => ({
+    scheduleType,
+    jeScheduleDetails: [],
+});
+exports.getBaseNewScheduleLocalData = getBaseNewScheduleLocalData;
+exports.newScheduleInitialState = {
+    fixed_assets: (0, exports.getBaseNewScheduleLocalData)('fixed_assets'),
+    prepaid_expenses: (0, exports.getBaseNewScheduleLocalData)('prepaid_expenses'),
+};
+exports.searchTransactionsInitialState = {
+    searchResults: [],
+    fetchState: 'Not-Started',
+    error: undefined,
+};
 exports.initialState = {
-    jeScheduleTransactionKeysByPeriod: {},
-    failedJeScheduleTransactionKeysByPeriod: {},
+    jeScheduleTransactionKeysByPeriodAndTab: {},
+    jeScheduleAccruedKeysByPeriodAndTab: {},
+    jeScheduleOneTimeAccrualKeysByPeriodAndTab: {},
+    failedJeScheduleTransactionKeysByPeriodAndTab: {},
     postStatusById: {},
     ignoreStatusById: {},
+    revertStatusById: {},
     jeScheduleLocalDataById: {},
+    oneTimeAccrualActionStatusById: {},
+    oneTimeAccrualFetchStatusById: {},
     uiState: {
-        searchString: '',
+        createdGroupCollapsed: false,
+        pendingGroupCollapsed: false,
         scrollPosition: { scrollTop: 0, scrollLeft: undefined },
-        selectedMainTab: 'pending_review',
+        searchString: '',
+        selectedJETypeFilter: null,
+        selectedPageTab: 'schedules',
         sortKey: 'transactionDate',
         sortOrder: 'descending',
         totalCount: 0,
@@ -60,6 +90,14 @@ exports.initialState = {
         error: undefined,
     },
     accountSettings: exports.accountSettingsInitialState,
+    newSchedule: {
+        createOneTimeAccrualStatus: { fetchState: 'Not-Started', error: undefined },
+        newScheduleState: exports.newScheduleInitialState,
+        saveStatus: { fetchState: 'Not-Started', error: undefined },
+        searchTransactions: exports.searchTransactionsInitialState,
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
     fetchState: 'Not-Started',
     error: undefined,
     hasValidState() {
@@ -104,9 +142,12 @@ const expenseAutomationJESchedulesView = (0, toolkit_1.createSlice)({
             },
         },
         fetchJeSchedulesSuccess(draft, action) {
-            const { jeSchedules, selectedPeriod, failedJeSchedules, refreshViewInBackground, } = action.payload;
+            const { jeSchedules, selectedPeriod, selectedPageTab, failedJeSchedules, accruedJeSchedules, oneTimeAccruals, refreshViewInBackground, } = action.payload;
+            const periodTabKey = (0, jeSchedulesViewState_1.getJESchedulePeriodTabKey)(selectedPageTab, (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod));
             const jeScheduleTransactionKeys = jeSchedules.map((schedules) => (0, jeSchedulesPayload_1.getJEScheduleTransactionDetailKeyPayload)(schedules.base_transaction));
             const failedJeScheduleTransactionKeys = failedJeSchedules.map((schedules) => (0, jeSchedulesPayload_1.getJEScheduleTransactionDetailKeyPayload)(schedules.base_transaction));
+            const jeScheduleAccruedKeys = accruedJeSchedules.map((schedule) => (0, jeSchedulesPayload_1.getJEScheduleKey)(schedule));
+            const jeScheduleOneTimeAccrualKeys = oneTimeAccruals.map((accrual) => (0, jeScheduleHelper_1.generateJEOneTimeAccrualKey)(accrual._id));
             if (refreshViewInBackground === true &&
                 draft.refreshStatus.fetchState === 'In-Progress') {
                 draft.refreshStatus = { fetchState: 'Completed', error: undefined };
@@ -115,19 +156,28 @@ const expenseAutomationJESchedulesView = (0, toolkit_1.createSlice)({
                 draft.fetchState = 'Completed';
                 draft.error = undefined;
             }
-            draft.jeScheduleTransactionKeysByPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] = jeScheduleTransactionKeys;
-            draft.failedJeScheduleTransactionKeysByPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] = failedJeScheduleTransactionKeys;
+            draft.jeScheduleTransactionKeysByPeriodAndTab[periodTabKey] =
+                jeScheduleTransactionKeys;
+            draft.jeScheduleAccruedKeysByPeriodAndTab[periodTabKey] =
+                jeScheduleAccruedKeys;
+            draft.jeScheduleOneTimeAccrualKeysByPeriodAndTab[periodTabKey] =
+                jeScheduleOneTimeAccrualKeys;
+            draft.failedJeScheduleTransactionKeysByPeriodAndTab[periodTabKey] =
+                failedJeScheduleTransactionKeys;
         },
         fetchJeSchedulesFailure(draft, action) {
-            const { status, selectedPeriod } = action.payload;
+            const { status, selectedPeriod, selectedPageTab } = action.payload;
+            const periodTabKey = (0, jeSchedulesViewState_1.getJESchedulePeriodTabKey)(selectedPageTab, (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod));
             if (draft.refreshStatus.fetchState === 'In-Progress') {
                 draft.refreshStatus = { fetchState: 'Error', error: status };
             }
             else {
                 draft.fetchState = 'Error';
                 draft.error = status;
+                draft.jeScheduleTransactionKeysByPeriodAndTab[periodTabKey] = [];
+                draft.jeScheduleAccruedKeysByPeriodAndTab[periodTabKey] = [];
+                draft.jeScheduleOneTimeAccrualKeysByPeriodAndTab[periodTabKey] = [];
             }
-            draft.jeScheduleTransactionKeysByPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] = [];
         },
         retryJeSchedule(draft, action) {
             const { scheduledJournalEntryID } = action.payload;
@@ -163,11 +213,13 @@ const expenseAutomationJESchedulesView = (0, toolkit_1.createSlice)({
             };
         },
         ignoreRecommendedJeSchedule: {
-            prepare(jeScheduleTransactionKey, scheduleType) {
+            prepare(jeScheduleTransactionKey, scheduleType, reason, note) {
                 return {
                     payload: {
                         jeScheduleTransactionKey,
                         scheduleType,
+                        reason,
+                        note,
                     },
                 };
             },
@@ -183,6 +235,41 @@ const expenseAutomationJESchedulesView = (0, toolkit_1.createSlice)({
                 };
             },
         },
+        revertJeSchedule: {
+            // jeScheduleTransactionKey is a JEScheduleKey for an accrued schedule, which has no base
+            // transaction to derive a transaction key from. It is only ever used as an opaque row
+            // identifier here -- for the row's spinner and for dropping the row from the list -- so one
+            // action serves both shapes rather than two near-identical ones.
+            prepare(jeScheduleId, jeScheduleTransactionKey, scheduleType, reason, note) {
+                return {
+                    payload: {
+                        jeScheduleId,
+                        jeScheduleTransactionKey,
+                        scheduleType,
+                        reason,
+                        note,
+                    },
+                };
+            },
+            reducer(draft, action) {
+                draft.revertStatusById[action.payload.jeScheduleTransactionKey] = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+        },
+        revertJeScheduleSuccess(draft, action) {
+            draft.revertStatusById[action.payload.jeScheduleTransactionKey] = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        revertJeScheduleFailure(draft, action) {
+            draft.revertStatusById[action.payload.jeScheduleTransactionKey] = {
+                fetchState: 'Error',
+                error: action.payload.status,
+            };
+        },
         ignoreRecommendedJeScheduleSuccess: {
             reducer(draft, action) {
                 const { jeScheduleTransactionKey } = action.payload;
@@ -215,17 +302,18 @@ const expenseAutomationJESchedulesView = (0, toolkit_1.createSlice)({
             };
         },
         updateJeScheduleTransactionKeys: {
-            prepare(jeScheduleKeys, selectedPeriod) {
+            prepare(jeScheduleKeys, selectedPeriod, selectedPageTab) {
                 return {
                     payload: {
                         jeScheduleKeys: jeScheduleKeys,
                         selectedPeriod: selectedPeriod,
+                        selectedPageTab: selectedPageTab,
                     },
                 };
             },
             reducer(draft, action) {
-                const { selectedPeriod, jeScheduleKeys } = action.payload;
-                draft.jeScheduleTransactionKeysByPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] = jeScheduleKeys;
+                const { selectedPeriod, selectedPageTab, jeScheduleKeys } = action.payload;
+                draft.jeScheduleTransactionKeysByPeriodAndTab[(0, jeSchedulesViewState_1.getJESchedulePeriodTabKey)(selectedPageTab, (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod))] = jeScheduleKeys;
             },
         },
         removeJeScheduleTransactionKey: {
@@ -238,12 +326,20 @@ const expenseAutomationJESchedulesView = (0, toolkit_1.createSlice)({
                 };
             },
             reducer(draft, action) {
-                const { selectedPeriod, jeScheduleKey } = action.payload;
-                const prevData = [
-                    ...(draft.jeScheduleTransactionKeysByPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] ?? []),
-                ];
-                const filteredKeys = prevData.filter((jeKey) => jeKey !== jeScheduleKey);
-                draft.jeScheduleTransactionKeysByPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] = filteredKeys;
+                const { jeScheduleKey } = action.payload;
+                // Dropped from every tab's slot, not just the visible one: once a schedule is ignored or
+                // resolved it must not reappear when the user switches tabs and hits a cached list.
+                removeKeyFromEveryTabSlot(draft.jeScheduleTransactionKeysByPeriodAndTab, jeScheduleKey);
+            },
+        },
+        removeJeAccruedScheduleKey: {
+            prepare(jeAccruedScheduleKey) {
+                return { payload: { jeAccruedScheduleKey } };
+            },
+            reducer(draft, action) {
+                // Accrued keys live in their own per-tab map, so removeJeScheduleTransactionKey cannot drop
+                // them -- a reverted accrued schedule stayed on the list until the next fetch.
+                removeKeyFromEveryTabSlot(draft.jeScheduleAccruedKeysByPeriodAndTab, action.payload.jeAccruedScheduleKey);
             },
         },
         removeFailedJeScheduleTransactionKey: {
@@ -256,12 +352,8 @@ const expenseAutomationJESchedulesView = (0, toolkit_1.createSlice)({
                 };
             },
             reducer(draft, action) {
-                const { selectedPeriod, failedJeScheduleKey } = action.payload;
-                const prevData = [
-                    ...(draft.failedJeScheduleTransactionKeysByPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] ?? []),
-                ];
-                const filteredKeys = prevData.filter((jeKey) => jeKey !== failedJeScheduleKey);
-                draft.failedJeScheduleTransactionKeysByPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] = filteredKeys;
+                const { failedJeScheduleKey } = action.payload;
+                removeKeyFromEveryTabSlot(draft.failedJeScheduleTransactionKeysByPeriodAndTab, failedJeScheduleKey);
             },
         },
         initializeJeScheduleLocalData: {
@@ -373,6 +465,182 @@ const expenseAutomationJESchedulesView = (0, toolkit_1.createSlice)({
         clearJeAccountSettingsLocalData(draft) {
             draft.accountSettings.localData = exports.accountSettingsInitialState.localData;
         },
+        initializeNewSchedule: {
+            prepare({ scheduleType, shouldResetEnteredData = true, }) {
+                return { payload: { scheduleType, shouldResetEnteredData } };
+            },
+            reducer() {
+                // Purely an epic-trigger action — the epic fans out the account/class
+                // list fetches, and clears entered data only when asked to.
+            },
+        },
+        resetNewScheduleLocalData: {
+            prepare({ scheduleType, }) {
+                return { payload: { scheduleType } };
+            },
+            reducer(draft, action) {
+                const { scheduleType } = action.payload;
+                draft.newSchedule.newScheduleState[scheduleType] =
+                    (0, exports.getBaseNewScheduleLocalData)(scheduleType);
+            },
+        },
+        updateNewScheduleLocalData(draft, action) {
+            const { scheduleType, localData } = action.payload;
+            draft.newSchedule.newScheduleState[scheduleType] = {
+                ...draft.newSchedule.newScheduleState[scheduleType],
+                ...localData,
+            };
+        },
+        searchTransactionsForNewSchedule: {
+            prepare({ query, scheduleType, }) {
+                return { payload: { query, scheduleType } };
+            },
+            reducer(draft, action) {
+                const trimmed = action.payload.query.trim();
+                // Cleared or too-short query: no API (see epic) — reset immediately.
+                if (trimmed.length < jeSchedulesViewState_1.MIN_NEW_SCHEDULE_SEARCH_LENGTH) {
+                    draft.newSchedule.searchTransactions = exports.searchTransactionsInitialState;
+                    return;
+                }
+                draft.newSchedule.searchTransactions = {
+                    ...draft.newSchedule.searchTransactions,
+                    searchString: action.payload.query,
+                    fetchState: 'In-Progress',
+                };
+            },
+        },
+        searchTransactionsForNewScheduleSuccess(draft, action) {
+            draft.newSchedule.searchTransactions = {
+                ...draft.newSchedule.searchTransactions,
+                searchResults: action.payload.searchResults,
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        searchTransactionsForNewScheduleFailure(draft, action) {
+            draft.newSchedule.searchTransactions = {
+                ...draft.newSchedule.searchTransactions,
+                fetchState: 'Error',
+                error: action.payload.status,
+            };
+        },
+        clearSearchTransactionsForNewSchedule(draft) {
+            draft.newSchedule.searchTransactions = exports.searchTransactionsInitialState;
+        },
+        saveNewSchedule: {
+            prepare({ scheduleType, }) {
+                return { payload: { scheduleType } };
+            },
+            reducer(draft) {
+                draft.newSchedule.saveStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+        },
+        saveNewScheduleSuccess(draft) {
+            draft.newSchedule.saveStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        saveNewScheduleFailure(draft, action) {
+            draft.newSchedule.saveStatus = {
+                fetchState: 'Error',
+                error: action.payload.status,
+            };
+        },
+        createOneTimeAccrual: {
+            prepare(localData) {
+                return { payload: { localData } };
+            },
+            reducer(draft) {
+                draft.newSchedule.createOneTimeAccrualStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+        },
+        createOneTimeAccrualSuccess(draft) {
+            draft.newSchedule.createOneTimeAccrualStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        createOneTimeAccrualFailure(draft, action) {
+            draft.newSchedule.createOneTimeAccrualStatus = {
+                fetchState: 'Error',
+                error: action.payload.status,
+            };
+        },
+        promoteOneTimeAccrual: {
+            prepare(accrualId, amount) {
+                return { payload: { accrualId, amount } };
+            },
+            reducer(draft, action) {
+                draft.oneTimeAccrualActionStatusById[action.payload.accrualId] = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+        },
+        revertOneTimeAccrual: {
+            prepare(accrualId, reason, note) {
+                return { payload: { accrualId, reason, note } };
+            },
+            reducer(draft, action) {
+                draft.oneTimeAccrualActionStatusById[action.payload.accrualId] = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+        },
+        ignoreOneTimeAccrual: {
+            prepare(accrualId, reason, note) {
+                return { payload: { accrualId, reason, note } };
+            },
+            reducer(draft, action) {
+                draft.oneTimeAccrualActionStatusById[action.payload.accrualId] = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+        },
+        fetchOneTimeAccrual: {
+            prepare(accrualId) {
+                return { payload: { accrualId } };
+            },
+            reducer(draft, action) {
+                draft.oneTimeAccrualFetchStatusById[action.payload.accrualId] = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+        },
+        fetchOneTimeAccrualSuccess(draft, action) {
+            draft.oneTimeAccrualFetchStatusById[action.payload.accrualId] = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        fetchOneTimeAccrualFailure(draft, action) {
+            draft.oneTimeAccrualFetchStatusById[action.payload.accrualId] = {
+                fetchState: 'Error',
+                error: action.payload.status,
+            };
+        },
+        oneTimeAccrualActionSuccess(draft, action) {
+            draft.oneTimeAccrualActionStatusById[action.payload.accrualId] = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        oneTimeAccrualActionFailure(draft, action) {
+            draft.oneTimeAccrualActionStatusById[action.payload.accrualId] = {
+                fetchState: 'Error',
+                error: action.payload.status,
+            };
+        },
         updateJESchedulesUIState(draft, action) {
             if (action.payload.sortKey != null) {
                 draft.uiState.sortKey = action.payload.sortKey;
@@ -386,10 +654,21 @@ const expenseAutomationJESchedulesView = (0, toolkit_1.createSlice)({
             if (action.payload.scrollPosition != null) {
                 draft.uiState.scrollPosition = action.payload.scrollPosition;
             }
-            if (action.payload.selectedMainTab != null) {
-                draft.uiState.selectedMainTab = action.payload.selectedMainTab;
+            if (action.payload.selectedPageTab != null) {
+                draft.uiState.selectedPageTab = action.payload.selectedPageTab;
             }
         },
+        updateJEScheduleTypeFilter(draft, action) {
+            draft.uiState.selectedJETypeFilter = action.payload;
+        },
+        toggleJEPendingGroupCollapsed(draft) {
+            draft.uiState.pendingGroupCollapsed =
+                !draft.uiState.pendingGroupCollapsed;
+        },
+        toggleJECreatedGroupCollapsed(draft) {
+            draft.uiState.createdGroupCollapsed =
+                !draft.uiState.createdGroupCollapsed;
+        },
         clearExpenseAutomationJESchedulesView(draft) {
             Object.assign(draft, exports.initialState);
         },
@@ -400,7 +679,7 @@ const expenseAutomationJESchedulesView = (0, toolkit_1.createSlice)({
         });
     },
 });
-_a = expenseAutomationJESchedulesView.actions, exports.clearExpenseAutomationJESchedulesView = _a.clearExpenseAutomationJESchedulesView, exports.clearJeAccountSettingsLocalData = _a.clearJeAccountSettingsLocalData, exports.clearJeScheduleLocalData = _a.clearJeScheduleLocalData, exports.fetchAccountSettingsListForAccountTypes = _a.fetchAccountSettingsListForAccountTypes, exports.fetchJeSchedules = _a.fetchJeSchedules, exports.fetchJeSchedulesFailure = _a.fetchJeSchedulesFailure, exports.fetchJeSchedulesPage = _a.fetchJeSchedulesPage, exports.fetchJeSchedulesSuccess = _a.fetchJeSchedulesSuccess, exports.fetchRecommendationForAccountSettings = _a.fetchRecommendationForAccountSettings, exports.ignoreRecommendedJeSchedule = _a.ignoreRecommendedJeSchedule, exports.ignoreRecommendedJeScheduleFailure = _a.ignoreRecommendedJeScheduleFailure, exports.ignoreRecommendedJeScheduleSuccess = _a.ignoreRecommendedJeScheduleSuccess, exports.initializeAccountSettingsView = _a.initializeAccountSettingsView, exports.initializeJeScheduleLocalData = _a.initializeJeScheduleLocalData, exports.removeFailedJeScheduleTransactionKey = _a.removeFailedJeScheduleTransactionKey, exports.removeJeScheduleLocalDataById = _a.removeJeScheduleLocalDataById, exports.removeJeScheduleTransactionKey = _a.removeJeScheduleTransactionKey, exports.retryJeSchedule = _a.retryJeSchedule, exports.retryJeScheduleFailure = _a.retryJeScheduleFailure, exports.retryJeScheduleSuccess = _a.retryJeScheduleSuccess, exports.saveAccountSettings = _a.saveAccountSettings, exports.saveAccountSettingsFailure = _a.saveAccountSettingsFailure, exports.saveAccountSettingsLocalData = _a.saveAccountSettingsLocalData, exports.saveAccountSettingsSuccess = _a.saveAccountSettingsSuccess, exports.updateAccountSettingsListForAccountTypes = _a.updateAccountSettingsListForAccountTypes, exports.updateAccountSettingsListForAccountTypesFailure = _a.updateAccountSettingsListForAccountTypesFailure, exports.updateJESchedulesUIState = _a.updateJESchedulesUIState, exports.updateJeScheduleLocalDataById = _a.updateJeScheduleLocalDataById, exports.updateJeScheduleTransactionKeys = _a.updateJeScheduleTransactionKeys, exports.updateRecommendationForAccountSettings = _a.updateRecommendationForAccountSettings, exports.updateRecommendationForAccountSettingsFailure = _a.updateRecommendationForAccountSettingsFailure;
+_a = expenseAutomationJESchedulesView.actions, exports.clearExpenseAutomationJESchedulesView = _a.clearExpenseAutomationJESchedulesView, exports.clearJeAccountSettingsLocalData = _a.clearJeAccountSettingsLocalData, exports.clearJeScheduleLocalData = _a.clearJeScheduleLocalData, exports.clearSearchTransactionsForNewSchedule = _a.clearSearchTransactionsForNewSchedule, exports.createOneTimeAccrual = _a.createOneTimeAccrual, exports.createOneTimeAccrualFailure = _a.createOneTimeAccrualFailure, exports.createOneTimeAccrualSuccess = _a.createOneTimeAccrualSuccess, exports.ignoreOneTimeAccrual = _a.ignoreOneTimeAccrual, exports.oneTimeAccrualActionFailure = _a.oneTimeAccrualActionFailure, exports.oneTimeAccrualActionSuccess = _a.oneTimeAccrualActionSuccess, exports.promoteOneTimeAccrual = _a.promoteOneTimeAccrual, exports.revertJeSchedule = _a.revertJeSchedule, exports.revertJeScheduleFailure = _a.revertJeScheduleFailure, exports.revertJeScheduleSuccess = _a.revertJeScheduleSuccess, exports.revertOneTimeAccrual = _a.revertOneTimeAccrual, exports.fetchAccountSettingsListForAccountTypes = _a.fetchAccountSettingsListForAccountTypes, exports.fetchJeSchedules = _a.fetchJeSchedules, exports.fetchJeSchedulesFailure = _a.fetchJeSchedulesFailure, exports.fetchJeSchedulesPage = _a.fetchJeSchedulesPage, exports.fetchJeSchedulesSuccess = _a.fetchJeSchedulesSuccess, exports.fetchOneTimeAccrual = _a.fetchOneTimeAccrual, exports.fetchOneTimeAccrualFailure = _a.fetchOneTimeAccrualFailure, exports.fetchOneTimeAccrualSuccess = _a.fetchOneTimeAccrualSuccess, exports.fetchRecommendationForAccountSettings = _a.fetchRecommendationForAccountSettings, exports.ignoreRecommendedJeSchedule = _a.ignoreRecommendedJeSchedule, exports.ignoreRecommendedJeScheduleFailure = _a.ignoreRecommendedJeScheduleFailure, exports.ignoreRecommendedJeScheduleSuccess = _a.ignoreRecommendedJeScheduleSuccess, exports.initializeAccountSettingsView = _a.initializeAccountSettingsView, exports.initializeJeScheduleLocalData = _a.initializeJeScheduleLocalData, exports.initializeNewSchedule = _a.initializeNewSchedule, exports.removeFailedJeScheduleTransactionKey = _a.removeFailedJeScheduleTransactionKey, exports.removeJeScheduleLocalDataById = _a.removeJeScheduleLocalDataById, exports.removeJeAccruedScheduleKey = _a.removeJeAccruedScheduleKey, exports.removeJeScheduleTransactionKey = _a.removeJeScheduleTransactionKey, exports.resetNewScheduleLocalData = _a.resetNewScheduleLocalData, exports.retryJeSchedule = _a.retryJeSchedule, exports.retryJeScheduleFailure = _a.retryJeScheduleFailure, exports.retryJeScheduleSuccess = _a.retryJeScheduleSuccess, exports.saveAccountSettings = _a.saveAccountSettings, exports.saveAccountSettingsFailure = _a.saveAccountSettingsFailure, exports.saveAccountSettingsLocalData = _a.saveAccountSettingsLocalData, exports.saveAccountSettingsSuccess = _a.saveAccountSettingsSuccess, exports.saveNewSchedule = _a.saveNewSchedule, exports.saveNewScheduleFailure = _a.saveNewScheduleFailure, exports.saveNewScheduleSuccess = _a.saveNewScheduleSuccess, exports.searchTransactionsForNewSchedule = _a.searchTransactionsForNewSchedule, exports.searchTransactionsForNewScheduleFailure = _a.searchTransactionsForNewScheduleFailure, exports.searchTransactionsForNewScheduleSuccess = _a.searchTransactionsForNewScheduleSuccess, exports.toggleJECreatedGroupCollapsed = _a.toggleJECreatedGroupCollapsed, exports.toggleJEPendingGroupCollapsed = _a.toggleJEPendingGroupCollapsed, exports.updateAccountSettingsListForAccountTypes = _a.updateAccountSettingsListForAccountTypes, exports.updateAccountSettingsListForAccountTypesFailure = _a.updateAccountSettingsListForAccountTypesFailure, exports.updateJESchedulesUIState = _a.updateJESchedulesUIState, exports.updateJEScheduleTypeFilter = _a.updateJEScheduleTypeFilter, exports.updateJeScheduleLocalDataById = _a.updateJeScheduleLocalDataById, exports.updateJeScheduleTransactionKeys = _a.updateJeScheduleTransactionKeys, exports.updateNewScheduleLocalData = _a.updateNewScheduleLocalData, exports.updateRecommendationForAccountSettings = _a.updateRecommendationForAccountSettings, exports.updateRecommendationForAccountSettingsFailure = _a.updateRecommendationForAccountSettingsFailure;
 exports.default = expenseAutomationJESchedulesView.reducer;
 const doUpdateRecommendationForAccountSettings = (draft, payload) => {
     const { prepaidExpensesRecommendations, fixedAssetsRecommendations, accruedExpensesRecommendations, } = (0, accountTypeRecommendationPayload_1.mapAccountTypeRecommendationPayloadToAccountRecommendationByType)(payload);

package/lib/view/expenseAutomationView/reducers/missingReceiptsViewReducer.d.ts

@@ -97,7 +97,7 @@ export declare const fetchMissingReceipts: import("@reduxjs/toolkit").ActionCrea
     transactionId: ID;
 }, "expenseAutomationMissingReceiptsView/confirmBulkUploadMatchSuccess">, confirmBulkUploadMatchFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     error: ZeniAPIStatus;
-}, "expenseAutomationMissingReceiptsView/confirmBulkUploadMatchFailure">, setBulkUploadResultsTab: import("@reduxjs/toolkit").ActionCreatorWithPayload<"completed" | "unmatched", "expenseAutomationMissingReceiptsView/setBulkUploadResultsTab">, setBulkUploadCompletedSubTab: import("@reduxjs/toolkit").ActionCreatorWithPayload<"all" | "ai_accountant" | "manual", "expenseAutomationMissingReceiptsView/setBulkUploadCompletedSubTab">, setBulkUploadSortConfig: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "expenseAutomationMissingReceiptsView/confirmBulkUploadMatchFailure">, setBulkUploadResultsTab: import("@reduxjs/toolkit").ActionCreatorWithPayload<"completed" | "unmatched", "expenseAutomationMissingReceiptsView/setBulkUploadResultsTab">, setBulkUploadCompletedSubTab: import("@reduxjs/toolkit").ActionCreatorWithPayload<"manual" | "all" | "ai_accountant", "expenseAutomationMissingReceiptsView/setBulkUploadCompletedSubTab">, setBulkUploadSortConfig: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     sortKey: BulkUploadSortKey | undefined;
     sortOrder: SortOrder | undefined;
 }, "expenseAutomationMissingReceiptsView/setBulkUploadSortConfig">, clearBulkUpload: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationMissingReceiptsView/clearBulkUpload">, searchTransactionsForManualMatch: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[query: string, pageToken?: string | null | undefined], {

package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts

@@ -68,8 +68,8 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
     cotTrackingByTransactionId: COTTransactionTrackingByTransactionId;
 }, "expenseAutomationTransactionsView/updateTransactionCategorization", never, never>, updateCurrentSelectedTransactionCategorizationTab: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[newSelectedTab: "review" | "autoCategorized"], {
     newSelectedTab: "review" | "autoCategorized";
-}, "expenseAutomationTransactionsView/updateCurrentSelectedTransactionCategorizationTab", never, never>, updateTransactionCategorizationCompletedSubTab: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[newSubTab: "all" | "ai_accountant" | "manual"], {
-    newSubTab: "all" | "ai_accountant" | "manual";
+}, "expenseAutomationTransactionsView/updateCurrentSelectedTransactionCategorizationTab", never, never>, updateTransactionCategorizationCompletedSubTab: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[newSubTab: "manual" | "all" | "ai_accountant"], {
+    newSubTab: "manual" | "all" | "ai_accountant";
 }, "expenseAutomationTransactionsView/updateTransactionCategorizationCompletedSubTab", never, never>, updateTransactionGroup: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[newGroup: "income" | "expense" | "all"], {
     newGroup: "income" | "expense" | "all";
 }, "expenseAutomationTransactionsView/updateTransactionGroup", never, never>, updateTransactionCategorizationSaveStatus: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", fetchState: FetchState, error?: ZeniAPIStatus<Record<string, unknown>> | undefined], {

package/lib/view/expenseAutomationView/selectorTypes/jeNewScheduleViewSelectorTypes.d.ts

@@ -0,0 +1,42 @@
+import { NestedAccountHierarchyForReport } from '../../../commonStateTypes/accountView/nestedAccountID';
+import { NestedClassHierarchyForReport } from '../../../commonStateTypes/classesView/nestedClassID';
+import { FetchStateAndError } from '../../../commonStateTypes/common';
+import { SelectorView } from '../../../commonStateTypes/viewAndReport/viewAndReport';
+import { AccountBase } from '../../../entity/account/accountState';
+import { ClassBase } from '../../../entity/class/classState';
+import { ScheduleTypes } from '../../../entity/jeSchedules/jeSchedulesTypes';
+import { ScheduleTransaction } from '../../../entity/transaction/stateTypes/scheduleTransaction';
+import { NewScheduleLocalData, NewScheduleLocalDataFixedAssets } from '../types/jeSchedulesViewState';
+export interface NewScheduleSearchTransactionsView {
+    searchTransactionsFetchState: FetchStateAndError;
+    searchTransactionsResults: ScheduleTransaction[];
+    searchTransactionsString?: string;
+}
+/**
+ * Accounts and request status for both accrual creation forms — the one-time accrual and the
+ * recurring accrued schedule. Deliberately not NewScheduleView: neither has a base transaction to
+ * search, and both need a second account hierarchy (the accrued liability) that no schedule type
+ * has. A one-time accrual additionally has no local-data slot in newScheduleState, since it is not
+ * a schedule type at all.
+ */
+export interface NewAccrualAccountsView {
+    accountListNestedAccountHierarchy: NestedAccountHierarchyForReport[];
+    accruedAccountListNestedAccountHierarchy: NestedAccountHierarchyForReport[];
+    accruedScheduleSaveStatus: FetchStateAndError;
+    allAccountList: AccountBase[];
+    allAccruedExpenseList: AccountBase[];
+    allClassList: ClassBase[];
+    classListNestedAccountHierarchy: NestedClassHierarchyForReport[];
+    createStatus: FetchStateAndError;
+}
+export interface NewScheduleView extends SelectorView, NewScheduleSearchTransactionsView {
+    accountListNestedAccountHierarchy: NestedAccountHierarchyForReport[];
+    allAccountList: AccountBase[];
+    allClassList: ClassBase[];
+    classListNestedAccountHierarchy: NestedClassHierarchyForReport[];
+    newScheduleLocalData: NewScheduleLocalData | NewScheduleLocalDataFixedAssets;
+    saveStatus: FetchStateAndError;
+    scheduleType: ScheduleTypes;
+    allDepreciationAccountList?: AccountBase[];
+    allDepreciationAccountListNestedAccountHierarchy?: NestedAccountHierarchyForReport[];
+}

package/lib/view/expenseAutomationView/selectorTypes/jeNewScheduleViewSelectorTypes.js

@@ -0,0 +1,2 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });

package/lib/view/expenseAutomationView/selectorTypes/jeSchedulesSelectorTypes.d.ts

@@ -4,12 +4,31 @@ import { CompletionStatusType, FetchStateAndError, ID } from '../../../commonSta
 import { SelectorView } from '../../../commonStateTypes/viewAndReport/viewAndReport';
 import { AccountBase } from '../../../entity/account/accountState';
 import { ClassBase } from '../../../entity/class/classState';
-import { JEScheduledTransaction } from '../../../entity/jeSchedules/jeSchedulesSelector';
-import { JEScheduleTransactionKey } from '../../../entity/jeSchedules/jeSchedulesTypes';
+import { JEScheduleKey, JEScheduleTransactionKey, ScheduleTypes } from '../../../entity/jeSchedules/jeSchedulesTypes';
 import { UncategorizedAccounts } from '../../accountList/accountListSelector';
 import { JEAccountSettingsView } from '../selectorTypes/jeAccountSettingsViewSelectorTypes';
 import { JEScheduledTransactionWithFailedEntries } from '../selectors/jeScheduledTransactionWithFailedEntries';
-import { JEScheduleLocalData, JESchedulesViewUIState } from '../types/jeSchedulesViewState';
+import { NewScheduleView } from '../selectorTypes/jeNewScheduleViewSelectorTypes';
+import { JEScheduleRow } from '../selectors/jeSchedulesViewSelector';
+import { JEPageTab, JEScheduleLocalData, JESchedulesViewUIState } from '../types/jeSchedulesViewState';
+export interface JEKpiSummary {
+    aiAccountant: {
+        amount: number;
+        count: number;
+    };
+    manual: {
+        amount: number;
+        count: number;
+    };
+    needsReview: {
+        amount: number;
+        count: number;
+    };
+    total: {
+        amount: number;
+        count: number;
+    };
+}
 export interface ExpenseAutomationJESchedulesViewSelector extends SelectorView {
     accountListNestedAccountHierarchy: NestedAccountHierarchyForReport[];
     accountSettingsView: JEAccountSettingsView;
@@ -18,16 +37,26 @@ export interface ExpenseAutomationJESchedulesViewSelector extends SelectorView {
     allDepreciationAccountList: AccountBase[];
     allDepreciationAccountListNestedAccountHierarchy: NestedAccountHierarchyForReport[];
     classListNestedAccountHierarchy: NestedClassHierarchyForReport[];
-    completedSchedules: JEScheduledTransaction[];
     completionStatus: CompletionStatusType;
-    draftSchedules: JEScheduledTransaction[];
+    createdSchedules: JEScheduleRow[];
+    createdTotal: number;
+    hasLoadedForSelectedTab: boolean;
     ignoreStatusById: Record<JEScheduleTransactionKey, FetchStateAndError>;
     jeScheduleLocalDataById: Record<ID, JEScheduleLocalData>;
-    ongoingSchedules: JEScheduledTransaction[];
-    pendingReviewSchedules: (JEScheduledTransaction | JEScheduledTransactionWithFailedEntries)[];
+    jeScheduleTypeCounts: {
+        active: Record<ScheduleTypes, number>;
+        ongoing: Record<ScheduleTypes, number>;
+    };
+    kpiSummary: JEKpiSummary;
+    newScheduleView: NewScheduleView | undefined;
+    oneTimeAccrualActionStatusById: Record<ID, FetchStateAndError>;
+    pendingReviewSchedules: JEScheduleRow[];
+    pendingReviewTotal: number;
     postStatusById: Record<ID, FetchStateAndError>;
     refreshStatus: FetchStateAndError;
     resolveSchedules: JEScheduledTransactionWithFailedEntries[];
+    revertStatusById: Record<JEScheduleKey | JEScheduleTransactionKey, FetchStateAndError>;
+    scheduleCountsByTab: Partial<Record<JEPageTab, number>>;
     uiState: JESchedulesViewUIState;
     uncategorizedAccounts: UncategorizedAccounts;
 }

package/lib/view/expenseAutomationView/selectors/jeNewScheduleViewSelector.d.ts

@@ -0,0 +1,21 @@
+import { RootState } from '../../../reducer';
+import { NewAccrualAccountsView, NewScheduleSearchTransactionsView, NewScheduleView } from '../selectorTypes/jeNewScheduleViewSelectorTypes';
+/**
+ * The Base Transaction search is shared across schedule types (one search
+ * box, not one per prepaid_expenses/fixed_assets) — split out from
+ * getNewScheduleView so a consumer can read it without supplying an
+ * otherwise-irrelevant scheduleType.
+ */
+export declare const getNewScheduleSearchTransactionsView: (state: RootState) => NewScheduleSearchTransactionsView;
+/**
+ * Account + class options and request status shared by both accrual creation forms — the one-time
+ * accrual and the recurring accrued schedule.
+ *
+ * getAccountsTypesForScheduleDetails('accrued_expenses') deliberately includes
+ * other_current_liabilities, because the accrued liability accounts live there —
+ * so the debit list has to subtract them back out, and the credit list keeps only
+ * them. Mirrors getScheduleAccruedDetailView, which is the form this one is
+ * modelled on.
+ */
+export declare const getNewAccrualAccountsView: (state: RootState) => NewAccrualAccountsView;
+export declare const getNewScheduleView: (state: RootState, scheduleType: "fixed_assets" | "prepaid_expenses") => NewScheduleView;