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

package/lib/esm/view/expenseAutomationView/epics/jeSchedule/newSchedule/saveNewScheduleEpic.js

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+import { from } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { updateJESchedules, updateJESchedulesDetails, } from '../../../../../entity/jeSchedules/jeSchedulesReducer';
+import { getJEScheduleTransactionKey } from '../../../../../entity/jeSchedules/jeSchedulesTypes';
+import { openSnackbar } from '../../../../../entity/snackbar/snackbarReducer';
+import { getScheduleTransactionById } from '../../../../../entity/transaction/transactionSelector';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
+import { prepareNewSchedulePayload, } from '../../../helpers/newScheduleLocalDataHelper';
+import { resetNewScheduleLocalData, saveNewSchedule, saveNewScheduleFailure, saveNewScheduleSuccess, } from '../../../reducers/jeSchedulesViewReducer';
+const FAILURE_REASON_MESSAGES = {
+    missing_third_party_id: 'This transaction is missing a QuickBooks reference and cannot be scheduled.',
+    missing_vendor: 'Select a vendor before saving this schedule.',
+};
+export const saveNewScheduleEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(saveNewSchedule.match), mergeMap((action) => {
+    const { scheduleType } = action.payload;
+    const state = state$.value;
+    const localData = state.expenseAutomationJESchedulesViewState.newSchedule
+        .newScheduleState[scheduleType];
+    const { selectedBaseTransactionId } = localData;
+    const transaction = selectedBaseTransactionId != null
+        ? getScheduleTransactionById(state.transactionState, getJEScheduleTransactionKey(selectedBaseTransactionId))
+        : undefined;
+    if (transaction == null) {
+        return from([
+            saveNewScheduleFailure({
+                status: createZeniAPIStatus('Unexpected Error', 'No base transaction selected for this schedule.'),
+            }),
+            openSnackbar({
+                messageSection: 'create_schedule',
+                messageText: 'failed',
+                type: 'error',
+                variables: [
+                    {
+                        variableName: '_api-error_',
+                        variableValue: 'No base transaction selected.',
+                    },
+                ],
+            }),
+        ]);
+    }
+    const result = prepareNewSchedulePayload(transaction, localData, scheduleType);
+    if (!result.ok) {
+        const message = FAILURE_REASON_MESSAGES[result.reason];
+        return from([
+            saveNewScheduleFailure({
+                status: createZeniAPIStatus('Unexpected Error', message),
+            }),
+            openSnackbar({
+                messageSection: 'create_schedule',
+                messageText: 'failed',
+                type: 'error',
+                variables: [{ variableName: '_api-error_', variableValue: message }],
+            }),
+        ]);
+    }
+    const vendorName = localData.selectedVendor?.name ?? transaction.vendorName ?? '';
+    const queryParam = {
+        je_schedule_type: scheduleType,
+    };
+    const payload = { ...result.payload };
+    return zeniAPI
+        .postAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/schedules?query=${encodeURIComponent(JSON.stringify(queryParam))}`, payload)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            return from([
+                updateJESchedules(response.data.je_schedules),
+                updateJESchedulesDetails(response.data.je_schedules, response.data.scheduled_journal_entries),
+                resetNewScheduleLocalData({ scheduleType }),
+                saveNewScheduleSuccess(),
+                openSnackbar({
+                    messageSection: 'create_schedule',
+                    messageText: 'success',
+                    type: 'success',
+                    variables: [
+                        { variableName: '_vendor_name_', variableValue: vendorName },
+                    ],
+                }),
+            ]);
+        }
+        return from([
+            saveNewScheduleFailure({ status: response.status }),
+            openSnackbar({
+                messageSection: 'create_schedule',
+                messageText: 'failed',
+                type: 'error',
+                variables: [
+                    {
+                        variableName: '_api-error_',
+                        variableValue: response.status.message,
+                    },
+                ],
+            }),
+        ]);
+    }), catchError((error) => from([
+        openSnackbar({
+            messageSection: 'create_schedule',
+            messageText: 'failed',
+            type: 'error',
+            variables: [
+                {
+                    variableName: '_api-error_',
+                    variableValue: JSON.stringify(error),
+                },
+            ],
+        }),
+        saveNewScheduleFailure({
+            status: createZeniAPIStatus('Unexpected Error', `Save New Schedule REST API call errored out ${JSON.stringify(error)}`),
+        }),
+    ])));
+}));

package/lib/esm/view/expenseAutomationView/epics/jeSchedule/newSchedule/searchTransactionsForNewScheduleEpic.js

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+import { EMPTY, from, merge, of } from 'rxjs';
+import { catchError, debounceTime, filter, mergeMap, switchMap, } from 'rxjs/operators';
+import { getJEScheduleTransactionKey } from '../../../../../entity/jeSchedules/jeSchedulesTypes';
+import { toTransactionType } from '../../../../../entity/transaction/stateTypes/transactionType';
+import { updateScheduleTransactions } from '../../../../../entity/transaction/transactionReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
+import { searchTransactionsForNewSchedule, searchTransactionsForNewScheduleFailure, searchTransactionsForNewScheduleSuccess, } from '../../../reducers/jeSchedulesViewReducer';
+import { MIN_NEW_SCHEDULE_SEARCH_LENGTH } from '../../../types/jeSchedulesViewState';
+/**
+ * Dropdown-sized result set. The endpoint is paginated — it takes a `page_token` $skip offset and
+ * returns `next_page_token` — but nothing here reads or sends those, so this is the whole result
+ * set the form ever sees. 20 rather than the backend's default of 10 because a text search for one
+ * known transaction was running out of room; the cap server-side is 100 if this needs raising again
+ * before infinite scroll is wired up.
+ */
+const NEW_SCHEDULE_SEARCH_PAGE_SIZE = 20;
+/** Fallback when the backend sends a null currency for a search result. */
+const DEFAULT_CURRENCY_CODE = 'USD';
+const DEFAULT_CURRENCY_SYMBOL = '$';
+export const searchTransactionsForNewScheduleEpic = (actions$, _state$, zeniAPI) => {
+    const searchActions$ = actions$.pipe(filter(searchTransactionsForNewSchedule.match));
+    /** No API for empty or 1-char queries; immediate merge so switchMap cancels any in-flight HTTP. */
+    const newSearchTooShortOrClear$ = searchActions$.pipe(filter((action) => action.payload.query.trim().length < MIN_NEW_SCHEDULE_SEARCH_LENGTH));
+    const newSearchDebounced$ = searchActions$.pipe(filter((action) => action.payload.query.trim().length >= MIN_NEW_SCHEDULE_SEARCH_LENGTH), debounceTime(300));
+    return merge(newSearchTooShortOrClear$, newSearchDebounced$).pipe(switchMap((action) => {
+        const query = action.payload.query.trim();
+        if (query.length < MIN_NEW_SCHEDULE_SEARCH_LENGTH) {
+            return EMPTY;
+        }
+        const queryParam = {
+            page_size: NEW_SCHEDULE_SEARCH_PAGE_SIZE,
+            search_text: query,
+            je_schedule_type: action.payload.scheduleType,
+        };
+        return zeniAPI
+            .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/schedules/base_transaction_search?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
+            .pipe(mergeMap((response) => {
+            if (isSuccessResponse(response) && response.data != null) {
+                const { transactions } = response.data;
+                const transactionsPerCurrency = {};
+                transactions.forEach((transaction) => {
+                    const { currency_code, currency_symbol } = transaction;
+                    const currencyCode = currency_code ?? DEFAULT_CURRENCY_CODE;
+                    const existing = transactionsPerCurrency[currencyCode];
+                    transactionsPerCurrency[currencyCode] =
+                        existing != null
+                            ? {
+                                currencySymbol: existing.currencySymbol,
+                                transactions: [...existing.transactions, transaction],
+                            }
+                            : {
+                                currencySymbol: currency_code == null
+                                    ? DEFAULT_CURRENCY_SYMBOL
+                                    : currency_symbol,
+                                transactions: [transaction],
+                            };
+                });
+                const actionsOut = Object.keys(transactionsPerCurrency).map((currencyCode) => {
+                    const perCurrency = transactionsPerCurrency[currencyCode];
+                    return updateScheduleTransactions(perCurrency.transactions, currencyCode, perCurrency.currencySymbol, 'merge');
+                });
+                actionsOut.push(searchTransactionsForNewScheduleSuccess({
+                    searchResults: transactions.map((transaction) => getJEScheduleTransactionKey({
+                        id: transaction.transaction_id,
+                        type: toTransactionType(transaction.transaction_type),
+                        lineId: transaction.line_id,
+                    })),
+                }));
+                return from(actionsOut);
+            }
+            return of(searchTransactionsForNewScheduleFailure({
+                status: response.status,
+            }));
+        }), catchError((error) => of(searchTransactionsForNewScheduleFailure({
+            status: createZeniAPIStatus('Unexpected Error', 'Search transactions for new schedule errored: ' +
+                JSON.stringify(error)),
+        }))));
+    }));
+};

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

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+import { from, merge } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { convertToPeriod, toAbsoluteDay, } from '../../../../commonStateTypes/timePeriod';
+import { generateJEOneTimeAccrualKey } from '../../../../entity/jeSchedules/jeScheduleHelper';
+import { updateJEOneTimeAccruals } from '../../../../entity/jeSchedules/jeSchedulesReducer';
+import { getJEOneTimeAccrualByKey } from '../../../../entity/jeSchedules/jeSchedulesSelector';
+import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
+import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { fetchJeSchedules, ignoreOneTimeAccrual, oneTimeAccrualActionFailure, oneTimeAccrualActionSuccess, promoteOneTimeAccrual, revertOneTimeAccrual, } from '../../reducers/jeSchedulesViewReducer';
+/**
+ * The page the accrual came from, so a promoted or ignored row lands in the right bucket. Guarded
+ * because convertToPeriod destructures: an unset period would throw and take the epic subscription
+ * down for the session, and a missed refresh is the cheaper failure.
+ */
+function refreshCurrentPage(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 [fetchJeSchedules({ start, end }, true)];
+}
+function failureActions(accrualId, message, status) {
+    return [
+        oneTimeAccrualActionFailure({
+            accrualId,
+            status: status ?? createZeniAPIStatus('Unexpected Error', message),
+        }),
+        openSnackbar({
+            messageSection: 'save_schedule',
+            messageText: 'failed',
+            type: 'error',
+            variables: [{ variableName: '_api-error_', variableValue: message }],
+        }),
+    ];
+}
+export const promoteOneTimeAccrualEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(promoteOneTimeAccrual.match), mergeMap((action) => {
+    const state = state$.value;
+    const { accrualId, amount } = action.payload;
+    const accrual = getJEOneTimeAccrualByKey(generateJEOneTimeAccrualKey(accrualId), state.jeSchedulesState);
+    if (accrual?.jeDebitAccountId == null ||
+        accrual.jeCreditAccountId == null) {
+        // Promote posts a journal entry, so it cannot proceed without both sides of it.
+        return from(failureActions(accrualId, 'This accrual is missing an expense or liability account.'));
+    }
+    // vendor_id, vendor_name and service_month are deliberately absent: promote takes them from
+    // the stored draft and ignores them in the body, so sending them would imply a reassignment
+    // that never happens.
+    const payload = {
+        amount,
+        memo: accrual.memo,
+        je_debit_account_id: accrual.jeDebitAccountId,
+        je_credit_account_id: accrual.jeCreditAccountId,
+    };
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/${accrualId}`, { ...payload })
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            return from([
+                updateJEOneTimeAccruals([response.data.accrual]),
+                oneTimeAccrualActionSuccess({ accrualId }),
+                openSnackbar({
+                    messageSection: 'save_schedule',
+                    messageText: 'success',
+                    type: 'success',
+                    variables: [
+                        {
+                            variableName: '_vendor_name_',
+                            variableValue: accrual.vendorName,
+                        },
+                    ],
+                }),
+                ...refreshCurrentPage(state),
+            ]);
+        }
+        return from(failureActions(accrualId, response.status.message, response.status));
+    }), catchError((error) => from(failureActions(accrualId, `Promote accrual REST API call errored out ${JSON.stringify(error)}`))));
+}));
+export const ignoreOneTimeAccrualEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(ignoreOneTimeAccrual.match), mergeMap((action) => {
+    const state = state$.value;
+    const { accrualId, reason, note } = action.payload;
+    // `scope` is deliberately never sent: the API returns 400 on it, which is why the design's
+    // "Apply to" selector cannot be built yet.
+    const payload = {
+        reason,
+        ...(note != null && note !== '' ? { note } : {}),
+    };
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/${accrualId}/ignore`, { ...payload })
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            return from([
+                updateJEOneTimeAccruals([response.data.accrual]),
+                oneTimeAccrualActionSuccess({ accrualId }),
+                openSnackbar({
+                    messageSection: 'ignore_accrual',
+                    messageText: 'success',
+                    type: 'success',
+                }),
+                ...refreshCurrentPage(state),
+            ]);
+        }
+        return from(failureActions(accrualId, response.status.message, response.status));
+    }), catchError((error) => from(failureActions(accrualId, `Ignore accrual REST API call errored out ${JSON.stringify(error)}`))));
+}));
+export const revertOneTimeAccrualEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(revertOneTimeAccrual.match), mergeMap((action) => {
+    const state = state$.value;
+    const { accrualId, reason, note } = action.payload;
+    // Deletes the accrual's journal entry in QBO and soft-deletes the row. `scope` is never sent:
+    // the endpoint 400s on it, exactly as ignore does.
+    const payload = {
+        reason,
+        ...(note != null && note !== '' ? { note } : {}),
+    };
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/${accrualId}/revert`, { ...payload })
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            return from([
+                updateJEOneTimeAccruals([response.data.accrual]),
+                oneTimeAccrualActionSuccess({ accrualId }),
+                openSnackbar({
+                    messageSection: 'revert_accrual',
+                    messageText: 'success',
+                    type: 'success',
+                }),
+                ...refreshCurrentPage(state),
+            ]);
+        }
+        return from(failureActions(accrualId, response.status.message, response.status));
+    }), catchError((error) => from(failureActions(accrualId, `Revert accrual REST API call errored out ${JSON.stringify(error)}`))));
+}));
+export const oneTimeAccrualActionsEpic = (actions$, state$, zeniAPI) => merge(promoteOneTimeAccrualEpic(actions$, state$, zeniAPI), ignoreOneTimeAccrualEpic(actions$, state$, zeniAPI), revertOneTimeAccrualEpic(actions$, state$, zeniAPI));

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

@@ -0,0 +1,106 @@
+import { from } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
+import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { fetchMonthEndCloseChecks } from '../../../monthEndCloseChecksView/monthEndCloseChecksViewReducer';
+import { removeJeAccruedScheduleKey, removeJeScheduleTransactionKey, revertJeSchedule, revertJeScheduleFailure, revertJeScheduleSuccess, } from '../../reducers/jeSchedulesViewReducer';
+/**
+ * Undo a posted prepaid / fixed-asset / accrued schedule: deletes its posted QBO journal entry, then
+ * soft-deletes the scheduled entries and the schedule itself.
+ *
+ * Two or more posted journal entries answer 409 and leave the schedule intact, so the failure is
+ * surfaced rather than swallowed. Accrued has one extra rejection of its own — the endpoint refuses
+ * once a bill has been linked, because the reversal is already on the books — and that arrives the
+ * same way, as an error on the row.
+ *
+ * A one-time accrual is not this action: it is a Mongo row behind the accruals gateway, and goes
+ * through revertOneTimeAccrual instead. So `accrued_expenses` here always means an accrued
+ * *schedule*, which is what makes it a safe discriminator for the removal below.
+ */
+export const revertJeScheduleEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(revertJeSchedule.match), mergeMap((action) => {
+    const state = state$.value;
+    const { expenseAutomationViewState: { selectedPeriodByTenantId }, } = state;
+    const { jeScheduleId, jeScheduleTransactionKey, reason, note, scheduleType } = action.payload;
+    const currentTenant = getCurrentTenant(state);
+    const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
+    // Feedback nested under je_schedules[0], the same shape ignore takes -- the two endpoints were
+    // made symmetric server-side. A flat {reason, note} body, which this epic used to send while
+    // revert validated the whole body as feedback, now answers 400 "Request body must contain at
+    // least one of je_schedules".
+    //
+    // Only the id and the feedback: the rest of the fat blob is read from Datastore, not the
+    // request. The id is optional server-side but sent anyway, because it is validated against the
+    // URL and so turns a mismatch into a 400 rather than a revert of the wrong schedule.
+    // `action` is stamped server-side.
+    const payload = {
+        je_schedules: [
+            {
+                je_schedule_id: jeScheduleId,
+                feedback: {
+                    reason,
+                    ...(note != null && note !== '' ? { note } : {}),
+                },
+            },
+        ],
+    };
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/schedules/${jeScheduleId}/revert`, payload)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            // Deliberately not written to the entity store. A reverted schedule is soft-deleted,
+            // so the endpoint returns its flat entity json -- `vendor_id` as a bare field, no
+            // nested `vendor` or `base_transaction` -- rather than the list DTO those mappers
+            // expect. Feeding it to updateJESchedules threw inside doUpdateVendors on
+            // `payload.vendor.vendor_id`, and because that happens mid-dispatch it killed the
+            // rest of this array: the row kept spinning and no snackbar appeared. The row is
+            // removed from the list below regardless, so there is nothing worth storing.
+            return from([
+                revertJeScheduleSuccess({ jeScheduleTransactionKey }),
+                // Accrued keys live in their own per-tab map, so the transaction-key removal cannot
+                // reach them -- a reverted accrued schedule would sit on the list until the next
+                // fetch. The key carried here is a JEScheduleKey for that type.
+                scheduleType === 'accrued_expenses'
+                    ? removeJeAccruedScheduleKey(jeScheduleTransactionKey)
+                    : removeJeScheduleTransactionKey(jeScheduleTransactionKey, selectedPeriod),
+                fetchMonthEndCloseChecks({
+                    tenantId: currentTenant.tenantId,
+                    period: selectedPeriod,
+                    refreshViewInBackground: true,
+                }),
+                openSnackbar({
+                    messageSection: 'revert_schedule',
+                    messageText: 'success',
+                    type: 'success',
+                }),
+            ]);
+        }
+        return from([
+            revertJeScheduleFailure({
+                jeScheduleTransactionKey,
+                status: response.status,
+            }),
+            openSnackbar({
+                messageSection: 'revert_schedule',
+                messageText: 'failed',
+                type: 'error',
+                variables: [
+                    {
+                        variableName: '_api-error_',
+                        variableValue: response.status.message,
+                    },
+                ],
+            }),
+        ]);
+    }), catchError((error) => from([
+        revertJeScheduleFailure({
+            jeScheduleTransactionKey,
+            status: createZeniAPIStatus('Unexpected Error', `Revert schedule REST API call errored out ${JSON.stringify(error)}`),
+        }),
+        openSnackbar({
+            messageSection: 'revert_schedule',
+            messageText: 'failed',
+            type: 'error',
+        }),
+    ])));
+}));

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

@@ -0,0 +1,22 @@
+import { EMPTY, of } from 'rxjs';
+import { filter, mergeMap } from 'rxjs/operators';
+import { convertToPeriod, toAbsoluteDay, } from '../../../../commonStateTypes/timePeriod';
+import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
+import { fetchJeSchedulesPage, updateJESchedulesUIState, } from '../../reducers/jeSchedulesViewReducer';
+export const switchJESchedulesTabEpic = (actions$, state$) => actions$.pipe(filter(updateJESchedulesUIState.match), filter((action) => action.payload.selectedPageTab != null), mergeMap(() => {
+    const state = state$.value;
+    const { fetchState, refreshStatus } = state.expenseAutomationJESchedulesViewState;
+    if (fetchState === 'In-Progress' ||
+        refreshStatus.fetchState === 'In-Progress') {
+        return EMPTY;
+    }
+    const currentTenant = getCurrentTenant(state);
+    const selectedPeriod = state.expenseAutomationViewState.selectedPeriodByTenantId[currentTenant.tenantId];
+    const period = convertToPeriod(selectedPeriod);
+    const timePeriodStart = toAbsoluteDay(period.start);
+    const timePeriodEnd = toAbsoluteDay(period.end);
+    if (timePeriodStart == null || timePeriodEnd == null) {
+        return EMPTY;
+    }
+    return of(fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, true));
+}));

package/lib/esm/view/expenseAutomationView/helpers/newScheduleLocalDataHelper.js

@@ -0,0 +1,140 @@
+import { toAmount } from '../../../commonStateTypes/amount';
+import { DEFAULT_DATE_FORMAT } from '../../../commonStateTypes/timePeriod';
+import { MONTH_YEAR_FORMAT } from '../../../commonStateTypes/fiscalYearHelpers/formatZeniDateFY';
+import { LAST_SCHEDULE_DAY_OF_MONTH } from '../../../commonStateTypes/timePeriod';
+import { getPostingDateAndStatusForIndex } from '../../scheduleView/scheduleDetailView/scheduleDetailLocalDataHelper';
+import { mapScheduleTransactionToBaseScheduleTransactionPayload, } from '../../scheduleView/scheduleDetailView/scheduleDetailPayload';
+const getNewScheduleMemo = (vendorName, schedulePostingDate, currentPeriod, totalPeriod, assetId) => {
+    const addAsset = assetId != null && assetId !== '' ? ` - ${assetId}` : '';
+    return `${vendorName} - ${schedulePostingDate.format(MONTH_YEAR_FORMAT)} (${currentPeriod} of ${totalPeriod})${addAsset}`;
+};
+/**
+ * Computes the month-by-month JE schedule breakdown for a brand-new schedule
+ * (no linked transaction yet) — replicates createNewSchedulesHelper's math
+ * (scheduleDetailLocalDataHelper.ts) exactly: lump-sum total split evenly
+ * across months with the rounding remainder absorbed by the last month, and a
+ * running balance that decrements each month and is forced to exactly 0 on
+ * the last row.
+ */
+export const computeNewScheduleJeDetails = (localData, totalAmount, vendorName) => {
+    const period = localData.selectedMonths;
+    const startingMonth = localData.selectedDate;
+    if (startingMonth == null || period == null) {
+        return [];
+    }
+    const assetId = 'assetId' in localData ? localData.assetId : undefined;
+    const averageAmount = Math.abs(Math.round((totalAmount.amount / period) * 100) / 100);
+    const lastMonthAmount = Math.abs(Math.round((Math.abs(totalAmount.amount) - averageAmount * (period - 1)) * 100) / 100);
+    let runningBalance = Math.abs(totalAmount.amount);
+    const negativeNumbers = totalAmount.amount < 0 || runningBalance < 0;
+    const newJeDetails = [];
+    for (let index = 0; index < period; index++) {
+        if (runningBalance > averageAmount) {
+            runningBalance = Math.round((runningBalance - averageAmount) * 100) / 100;
+        }
+        else {
+            runningBalance = 0;
+        }
+        const amount = index === period - 1 ? lastMonthAmount : averageAmount;
+        runningBalance = index === period - 1 ? 0 : runningBalance;
+        const schedulePostingDate = startingMonth.add(index, 'month');
+        const { postingDate, postingStatus } = getPostingDateAndStatusForIndex(schedulePostingDate.month(), schedulePostingDate.year(), localData.lastDayOfMonth === true
+            ? undefined
+            : localData.selectedDayOfMonth);
+        newJeDetails.push({
+            postingDate,
+            amount: toAmount(negativeNumbers ? -amount : amount, totalAmount.currencyCode, totalAmount.currencySymbol),
+            runningBalance: toAmount(negativeNumbers ? -runningBalance : runningBalance, totalAmount.currencyCode, totalAmount.currencySymbol),
+            postingStatus,
+            memo: getNewScheduleMemo(vendorName, schedulePostingDate, index + 1, period, assetId),
+            jeLink: { type: 'unknown' },
+        });
+    }
+    return newJeDetails;
+};
+const mapNewJeDetailsToScheduledJournalEntryPayload = (jeScheduleDetails) => jeScheduleDetails.map((journalEntry) => ({
+    status: {
+        code: journalEntry.postingStatus,
+        label: journalEntry.postingStatus,
+    },
+    transaction_memo: journalEntry.memo,
+    third_party_id: journalEntry.jeLink.thirdPartyTransactionId ?? null,
+    expected_post_date: journalEntry.postingDate.format(DEFAULT_DATE_FORMAT),
+    amount: journalEntry.amount.amount,
+    balance: journalEntry.runningBalance.amount,
+    // Brand-new schedule — there is no prior scheduled-journal-entry history
+    // to cross-reference (unlike the legacy edit flow's equivalent mapper).
+    scheduled_journal_entry_id: null,
+    actual_post_date: null,
+    is_platform_generated: null,
+    je_schedule_id: null,
+    update_time: null,
+    create_time: null,
+}));
+/**
+ * Builds a savable schedule payload directly from a Base Transaction search
+ * result and the New Schedule form's local data — bypassing the legacy
+ * getJEScheduledTransactionByJEScheduleTransactionKey selector entirely,
+ * since that selector throws unless the entity has already round-tripped
+ * through a real GET /1.0/schedules/:id. A brand-new schedule has no such
+ * history, so this reads only from data already in hand (the selected
+ * transaction/line plus what the user filled into the form).
+ */
+export const prepareNewSchedulePayload = (transaction, localData, scheduleType) => {
+    if (transaction.thirdPartyTransactionId == null ||
+        transaction.thirdPartyTransactionId === '') {
+        return { ok: false, reason: 'missing_third_party_id' };
+    }
+    const scheduleTransaction = transaction;
+    const vendorId = localData.selectedVendor?.id ?? transaction.vendorId ?? '';
+    const vendorName = localData.selectedVendor?.name ?? transaction.vendorName ?? '';
+    if (vendorId === '' || vendorName === '') {
+        return { ok: false, reason: 'missing_vendor' };
+    }
+    const vendor = {
+        vendor_id: vendorId,
+        vendor_name: vendorName,
+    };
+    const jeScheduleDetails = computeNewScheduleJeDetails(localData, scheduleTransaction.amount, vendorName);
+    const postingDate = localData.selectedDayOfMonth ??
+        (localData.lastDayOfMonth === true ? LAST_SCHEDULE_DAY_OF_MONTH : null);
+    const firstJEScheduleDate = jeScheduleDetails.length > 0
+        ? jeScheduleDetails[0].postingDate.format(DEFAULT_DATE_FORMAT)
+        : null;
+    const lastJEScheduleDate = jeScheduleDetails.length > 0
+        ? jeScheduleDetails[jeScheduleDetails.length - 1].postingDate.format(DEFAULT_DATE_FORMAT)
+        : null;
+    const isFixedAssets = scheduleType === 'fixed_assets';
+    const assetId = 'assetId' in localData ? localData.assetId : undefined;
+    const selectedAccumulatedDepreciationCategory = 'selectedAccumulatedDepreciationCategory' in localData
+        ? localData.selectedAccumulatedDepreciationCategory
+        : undefined;
+    const status = { code: 'new', label: 'New' };
+    const jeSchedulePayload = {
+        status,
+        vendor,
+        currency_code: scheduleTransaction.currency.currencyCode,
+        currency_symbol: scheduleTransaction.currency.currencySymbol,
+        period: localData.selectedMonths ?? null,
+        je_schedule_type: scheduleType,
+        posting_date: postingDate,
+        balance: scheduleTransaction.amount.amount,
+        start_date: firstJEScheduleDate,
+        end_date: lastJEScheduleDate,
+        je_credit_accounting_class_id: scheduleTransaction.classBase?.classId ?? null,
+        je_credit_account_id: isFixedAssets
+            ? (selectedAccumulatedDepreciationCategory ?? null)
+            : scheduleTransaction.account.accountId,
+        je_debit_account_id: localData.selectedAccount ?? null,
+        je_debit_accounting_class_id: localData.selectedClass ?? null,
+        other_attributes: assetId != null ? { asset_id: assetId } : {},
+        base_transaction: mapScheduleTransactionToBaseScheduleTransactionPayload(scheduleTransaction),
+    };
+    return {
+        ok: true,
+        payload: {
+            je_schedules: [jeSchedulePayload],
+            scheduled_journal_entries: mapNewJeDetailsToScheduledJournalEntryPayload(jeScheduleDetails),
+        },
+    };
+};

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

@@ -1,5 +1,60 @@
 import { DEFAULT_DATE_FORMAT } from '../../../commonStateTypes/timePeriod';
+import { getClassList } from '../../classList/classListSelector';
 import { mapScheduleTransactionToBaseScheduleTransactionPayload, mapVendorToVendorPayload, } from '../../scheduleView/scheduleDetailView/scheduleDetailPayload';
+const BALANCE_SHEET_CLASS_LABEL = 'balance_sheet';
+const SERVICE_MONTH_FORMAT = 'YYYY-MM';
+/**
+ * The credit line is the accrued liability, which always sits on the balance sheet — the
+ * recurring accrued path resolves the same class the same way (see
+ * prepareNewScheduleAccruedDetailPayload). Omitted rather than sent empty when the tenant has
+ * no balance_sheet class, since the API treats the field as optional.
+ */
+export const prepareCreateOneTimeAccrualPayload = (state, localData) => {
+    const { classListState, classState } = state;
+    const balanceSheetClass = getClassList(classState, classListState).classes.find((accountingClass) => accountingClass.labels?.includes(BALANCE_SHEET_CLASS_LABEL) === true);
+    // reverse_next_month alone decides reversal_policy server-side, so reversal_policy is
+    // deliberately not sent — the API documents it only as an alternate way to say on_bill_match,
+    // and sending both would be two sources of truth for one toggle.
+    const reversalFields = localData.reverseNextMonth
+        ? {
+            reverse_next_month: true,
+            expected_reversal_date: getExpectedReversalDate(localData.serviceMonth).format(DEFAULT_DATE_FORMAT),
+        }
+        : { reverse_next_month: false };
+    return {
+        vendor_id: localData.vendorId,
+        vendor_name: localData.vendorName,
+        service_month: localData.serviceMonth.format(SERVICE_MONTH_FORMAT),
+        amount: localData.amount,
+        memo: localData.memo,
+        je_debit_account_id: localData.debitAccountId,
+        je_credit_account_id: localData.creditAccountId,
+        ...(localData.debitAccountName != null
+            ? { je_debit_account_name: localData.debitAccountName }
+            : {}),
+        ...(localData.creditAccountName != null
+            ? { je_credit_account_name: localData.creditAccountName }
+            : {}),
+        ...(localData.debitClassId != null
+            ? { je_debit_accounting_class_id: localData.debitClassId }
+            : {}),
+        ...(localData.debitClassName != null
+            ? { je_debit_accounting_class_name: localData.debitClassName }
+            : {}),
+        ...(balanceSheetClass != null
+            ? {
+                je_credit_accounting_class_id: balanceSheetClass.classId,
+                je_credit_accounting_class_name: balanceSheetClass.className,
+            }
+            : {}),
+        ...reversalFields,
+    };
+};
+/**
+ * The API defaults this to the 1st of the month after service_month. We send it explicitly so the
+ * date the form promised the user is the date that gets stored.
+ */
+export const getExpectedReversalDate = (serviceMonth) => serviceMonth.add(1, 'month').startOf('month');
 export const prepareIgnoreSchedulePayload = (scheduleType, jeScheduleTransaction, state) => {
     const { vendorState } = state;
     const { vendor, currencyCode, currencySymbol, baseTransaction, status, balanceAsOfToday, period, startDate, endDate, jeCredit, jeDebit, } = jeScheduleTransaction;