@zeniai/client-epic-state 5.2.11-beta0ND → 5.2.11-betaAM1

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts

@@ -39,7 +39,7 @@ export declare const getLineItemsByTransactionsIdsFromResponse: (transactions: S
 export declare const getLineItemsByTransactionIdsFromLocalData: (transactionLocalData: TransactionReviewLocalDataSelectorView[], selectedTab: TransactionsTab) => Record<ID, string[]>;
 export declare const mergeTabSpecificLineItems: (currentTabSpecificLineItems: TabSpecificLineItems, selectedTab: TransactionsTab, newLineItems: TabSpecificLineItems) => TabSpecificLineItems;
 export declare const getSnackbarMessageForTransactionReview: (updatedCount: number, failedCount: number, categorizedCount: number) => {
-    messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_approval_reorder" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_approval_reorder" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "card_policy_created" | "card_policy_updated" | "card_policy_deleted" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "accounting_projects_enabled_update" | "accounting_projects_qbo_not_enabled" | "capitalization_threshold_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "confirm_statement_mapping" | "statement_parsing_in_progress" | "statement_parsing_complete" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron" | "create_sub_task" | "qbo_connection_already_linked" | "qbo_connection_failed" | "accounting_projects_qbo_reconnect_failed" | "product_services_update" | "qbo_realm_id_update" | "invoicing_dunning_case_resolved" | "invoicing_dunning_retry" | "invoicing_dunning_cancel" | "invoicing_dunning_settings_save" | "invoicing_qbo_backfill" | "invoicing_qbo_sync_health_retry" | "invoicing_qbo_settings_save" | "invoicing_branding_save" | "invoicing_discount_archive" | "invoicing_discount_unarchive" | "invoicing_discount_delete" | "invoicing_invoice_reminder_sent" | "invoicing_invoice_regenerated" | "invoicing_invoice_voided" | "invoicing_catalog_item_saved" | "invoicing_customer_saved" | "invoicing_subscription_saved" | "invoicing_coupon_saved" | "invoicing_invoice_saved" | "invoicing_credit_note_saved" | "invoicing_payment_recorded" | "invoicing_subscription_activated" | "invoicing_subscription_cancellation_removed" | "invoicing_subscription_cancelled" | "invoicing_subscription_non_renewing" | "invoicing_subscription_paused" | "invoicing_subscription_reactivated" | "invoicing_subscription_resumed" | "invoicing_subscription_term_end_changed";
+    messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_approval_reorder" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_approval_reorder" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "card_policy_created" | "card_policy_updated" | "card_policy_deleted" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "revert_schedule" | "ignore_accrual" | "revert_accrual" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "accounting_projects_enabled_update" | "accounting_projects_qbo_not_enabled" | "capitalization_threshold_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "confirm_statement_mapping" | "statement_parsing_in_progress" | "statement_parsing_complete" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron" | "create_sub_task" | "qbo_connection_already_linked" | "qbo_connection_failed" | "accounting_projects_qbo_reconnect_failed" | "product_services_update" | "qbo_realm_id_update" | "invoicing_dunning_case_resolved" | "invoicing_dunning_retry" | "invoicing_dunning_cancel" | "invoicing_dunning_settings_save" | "invoicing_qbo_backfill" | "invoicing_qbo_sync_health_retry" | "invoicing_qbo_settings_save" | "invoicing_branding_save" | "invoicing_discount_archive" | "invoicing_discount_unarchive" | "invoicing_discount_delete" | "invoicing_invoice_reminder_sent" | "invoicing_invoice_regenerated" | "invoicing_invoice_voided" | "invoicing_catalog_item_saved" | "invoicing_customer_saved" | "invoicing_subscription_saved" | "invoicing_coupon_saved" | "invoicing_invoice_saved" | "invoicing_credit_note_saved" | "invoicing_payment_recorded" | "invoicing_subscription_activated" | "invoicing_subscription_cancellation_removed" | "invoicing_subscription_cancelled" | "invoicing_subscription_non_renewing" | "invoicing_subscription_paused" | "invoicing_subscription_reactivated" | "invoicing_subscription_resumed" | "invoicing_subscription_term_end_changed";
     messageText: "notification" | "failed" | "success";
     type: "error" | "success" | "info";
     variables: {

package/lib/view/expenseAutomationView/payload/actualMatchingPayload.d.ts

@@ -0,0 +1,66 @@
+import { ID } from '../../../commonStateTypes/common';
+import { TimePeriod } from '../../../commonStateTypes/timePeriod';
+import { JEOneTimeAccrualPayload } from '../../../entity/jeSchedules/jeSchedulesPayload';
+import { ZeniAPIResponse } from '../../../responsePayload';
+import { ActualMatchingTransactionSearchResult, MatchAndReverseResult } from '../types/actualMatchingViewState';
+export declare function toServiceMonthFromPeriod(period: TimePeriod): string;
+export interface ActualMatchingListResponsePayload {
+    accruals: JEOneTimeAccrualPayload[];
+    total: number;
+    limit?: number | null;
+    offset?: number | null;
+}
+export type ActualMatchingListResponse = ZeniAPIResponse<ActualMatchingListResponsePayload>;
+export interface ActualMatchingAccrualSearchResponsePayload {
+    accruals: JEOneTimeAccrualPayload[];
+    total: number;
+    limit?: number | null;
+    offset?: number | null;
+}
+export type ActualMatchingAccrualSearchResponse = ZeniAPIResponse<ActualMatchingAccrualSearchResponsePayload>;
+export interface MatchTransactionSearchQueryPayload {
+    page_size: number;
+    search_text: string;
+    page_token?: string | null;
+}
+export interface MatchTransactionSearchResultPayload {
+    line_id: string;
+    total_amount: number;
+    transaction_date: string;
+    transaction_id: ID;
+    transaction_integration_id: string;
+    transaction_type: string;
+    account_id?: ID | null;
+    account_name?: string | null;
+    currency_code?: string | null;
+    currency_symbol?: string | null;
+    transaction_memo?: string | null;
+    vendor_id?: ID | null;
+    vendor_name?: string | null;
+}
+export interface MatchTransactionSearchResponsePayload {
+    transactions: MatchTransactionSearchResultPayload[];
+    next_page_token?: string | null;
+}
+export type MatchTransactionSearchResponse = ZeniAPIResponse<MatchTransactionSearchResponsePayload>;
+export declare function toActualMatchingTransactionSearchResult(payload: MatchTransactionSearchResultPayload): ActualMatchingTransactionSearchResult;
+export interface MatchAndReverseRequestPayload {
+    accrual_ids: ID[];
+    line_id: string;
+    transaction_id: ID;
+    transaction_integration_id: string;
+    transaction_type: string;
+}
+export interface MatchAndReverseResultPayload {
+    accrual_id: ID;
+    status: string;
+    reason?: string | null;
+}
+export interface MatchAndReverseResponsePayload {
+    match_batch_id: string;
+    results: MatchAndReverseResultPayload[];
+    transaction_id: ID;
+    transaction_integration_id: string;
+}
+export type MatchAndReverseResponse = ZeniAPIResponse<MatchAndReverseResponsePayload>;
+export declare function toMatchAndReverseResult(payload: MatchAndReverseResultPayload): MatchAndReverseResult;

package/lib/view/expenseAutomationView/payload/actualMatchingPayload.js

@@ -0,0 +1,40 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.toServiceMonthFromPeriod = toServiceMonthFromPeriod;
+exports.toActualMatchingTransactionSearchResult = toActualMatchingTransactionSearchResult;
+exports.toMatchAndReverseResult = toMatchAndReverseResult;
+const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
+const actualMatchingViewState_1 = require("../types/actualMatchingViewState");
+function toServiceMonthFromPeriod(period) {
+    return (0, timePeriod_1.toString)(period.start).slice(0, 7);
+}
+const DEFAULT_CURRENCY_CODE = 'USD';
+const DEFAULT_CURRENCY_SYMBOL = '$';
+function toActualMatchingTransactionSearchResult(payload) {
+    const currencyCode = payload.currency_code ?? DEFAULT_CURRENCY_CODE;
+    return {
+        transactionId: payload.transaction_id,
+        transactionIntegrationId: payload.transaction_integration_id,
+        transactionType: payload.transaction_type,
+        lineId: payload.line_id,
+        vendorId: payload.vendor_id ?? undefined,
+        vendorName: payload.vendor_name ?? '',
+        amount: payload.total_amount,
+        transactionDate: payload.transaction_date,
+        accountId: payload.account_id ?? undefined,
+        accountName: payload.account_name ?? undefined,
+        currencyCode,
+        currencySymbol: payload.currency_symbol ??
+            (currencyCode === DEFAULT_CURRENCY_CODE
+                ? DEFAULT_CURRENCY_SYMBOL
+                : currencyCode),
+        transactionMemo: payload.transaction_memo ?? undefined,
+    };
+}
+function toMatchAndReverseResult(payload) {
+    return {
+        accrualId: payload.accrual_id,
+        status: (0, actualMatchingViewState_1.toMatchAndReverseResultStatus)(payload.status),
+        reason: payload.reason ?? undefined,
+    };
+}

package/lib/view/expenseAutomationView/payload/jeSchedulesPayload.d.ts

@@ -1,13 +1,17 @@
-import { JEScheduledTransactionPayload, ScheduledJournalEntryPayload } from '../../../entity/jeSchedules/jeSchedulesPayload';
+import { ID } from '../../../commonStateTypes/common';
+import { JEAccruedScheduledTransactionPayload, JEOneTimeAccrualPayload, JEScheduledTransactionPayload, ScheduledJournalEntryPayload } from '../../../entity/jeSchedules/jeSchedulesPayload';
 import { JEScheduledTransaction } from '../../../entity/jeSchedules/jeSchedulesSelector';
-import { ScheduleTypes } from '../../../entity/jeSchedules/jeSchedulesTypes';
+import { OneTimeAccrualIgnoreReasonType, OneTimeAccrualRevertReasonType, ScheduleTypes } from '../../../entity/jeSchedules/jeSchedulesTypes';
 import { ZeniAPIResponse } from '../../../responsePayload';
 import { RootState } from '../../../rootStateTypes';
+import { ZeniDate } from '../../../zeniDayJS';
 import { JESchedulePayload, SaveJESchedulePayload } from '../../scheduleView/scheduleDetailView/scheduleDetailPayload';
-import { JEScheduleLocalData } from '../types/jeSchedulesViewState';
+import { JEScheduleLocalData, NewOneTimeAccrualLocalData } from '../types/jeSchedulesViewState';
 export interface ExpenseAutomationJESchedulesQueryPayload {
     end_date: string;
+    include_accrued: boolean;
     start_date: string;
+    close_period_start_date?: string;
 }
 interface ExpenseAutomationJESchedulesPayload {
     failed_je_postings: {
@@ -15,8 +19,73 @@ interface ExpenseAutomationJESchedulesPayload {
         scheduled_journal_entries: ScheduledJournalEntryPayload[];
     };
     je_schedules: JEScheduledTransactionPayload[];
+    accrued_je_schedules?: {
+        je_schedules: JEAccruedScheduledTransactionPayload[];
+        scheduled_journal_entries?: ScheduledJournalEntryPayload[];
+    };
+    one_time_accruals?: JEOneTimeAccrualPayload[];
 }
 export type ExpenseAutomationJESchedulesResponse = ZeniAPIResponse<ExpenseAutomationJESchedulesPayload>;
+export interface CreateOneTimeAccrualPayload {
+    amount: number;
+    je_credit_account_id: ID;
+    je_debit_account_id: ID;
+    memo: string;
+    service_month: string;
+    vendor_id: ID;
+    vendor_name: string;
+    expected_reversal_date?: string;
+    je_credit_account_name?: string;
+    je_credit_accounting_class_id?: ID;
+    je_credit_accounting_class_name?: string;
+    je_debit_account_name?: string;
+    je_debit_accounting_class_id?: ID;
+    je_debit_accounting_class_name?: string;
+    reversal_policy?: string;
+    reverse_next_month?: boolean;
+}
+export type CreateOneTimeAccrualResponse = ZeniAPIResponse<{
+    accrual: JEOneTimeAccrualPayload;
+}>;
+/**
+ * Promote body. `vendor_id`, `vendor_name` and `service_month` are deliberately absent: promote
+ * treats them as immutable and takes them from the existing draft, so sending them would imply a
+ * reassignment the API silently ignores.
+ */
+export interface PromoteOneTimeAccrualPayload {
+    amount: number;
+    je_credit_account_id: ID;
+    je_debit_account_id: ID;
+    memo: string;
+}
+/**
+ * Ignore body. `scope` is deliberately absent — the API returns 400 if it is sent, which is why the
+ * design's "Apply to" selector cannot be built yet.
+ */
+/**
+ * Revert deletes the accrual's journal entry in QBO and soft-deletes the row. `scope` is rejected
+ * with a 400, exactly as on ignore.
+ */
+export interface RevertOneTimeAccrualPayload {
+    reason: OneTimeAccrualRevertReasonType;
+    note?: string;
+}
+export interface IgnoreOneTimeAccrualPayload {
+    reason: OneTimeAccrualIgnoreReasonType;
+    note?: string;
+}
+/**
+ * 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 declare const prepareCreateOneTimeAccrualPayload: (state: RootState, localData: NewOneTimeAccrualLocalData) => CreateOneTimeAccrualPayload;
+/**
+ * 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 declare const getExpectedReversalDate: (serviceMonth: ZeniDate) => ZeniDate;
 export interface IgnoreDraftJESchedulePayload {
     je_schedules: JEScheduledTransactionPayload[];
     scheduled_journal_entries: SaveJESchedulePayload[];

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

@@ -1,8 +1,65 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.preparePayloadForRetryPosting = exports.prepareIgnoreSchedulePayload = void 0;
+exports.preparePayloadForRetryPosting = exports.prepareIgnoreSchedulePayload = exports.getExpectedReversalDate = exports.prepareCreateOneTimeAccrualPayload = void 0;
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
+const classListSelector_1 = require("../../classList/classListSelector");
 const scheduleDetailPayload_1 = require("../../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.
+ */
+const prepareCreateOneTimeAccrualPayload = (state, localData) => {
+    const { classListState, classState } = state;
+    const balanceSheetClass = (0, classListSelector_1.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: (0, exports.getExpectedReversalDate)(localData.serviceMonth).format(timePeriod_1.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,
+    };
+};
+exports.prepareCreateOneTimeAccrualPayload = prepareCreateOneTimeAccrualPayload;
+/**
+ * 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.
+ */
+const getExpectedReversalDate = (serviceMonth) => serviceMonth.add(1, 'month').startOf('month');
+exports.getExpectedReversalDate = getExpectedReversalDate;
 const prepareIgnoreSchedulePayload = (scheduleType, jeScheduleTransaction, state) => {
     const { vendorState } = state;
     const { vendor, currencyCode, currencySymbol, baseTransaction, status, balanceAsOfToday, period, startDate, endDate, jeCredit, jeDebit, } = jeScheduleTransaction;

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

@@ -0,0 +1,53 @@
+import { MonthYearPeriod, TimePeriod } from '../../../commonStateTypes/timePeriod';
+import { JEOneTimeAccrualPayload } from '../../../entity/jeSchedules/jeSchedulesPayload';
+import { ZeniAPIStatus } from '../../../responsePayload';
+import { ActualMatchingAccrualSearchState, ActualMatchingMatchModalState, ActualMatchingTransactionSearchResult, ActualMatchingTransactionSearchState, ActualMatchingViewState, ActualMatchingViewUIState, MatchAndReverseAccrualsParams, MatchAndReverseResult } from '../types/actualMatchingViewState';
+export declare const initialTransactionSearchState: ActualMatchingTransactionSearchState;
+export declare const initialAccrualSearchState: ActualMatchingAccrualSearchState;
+export declare const initialMatchModalState: ActualMatchingMatchModalState;
+export declare const initialState: ActualMatchingViewState;
+export declare const clearActualMatchingView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationActualMatchingView/clearActualMatchingView">, clearMatchNewModal: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationActualMatchingView/clearMatchNewModal">, closeMatchNewModal: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationActualMatchingView/closeMatchNewModal">, fetchActualMatching: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[period: TimePeriod, refreshViewInBackground?: any], {
+    period: TimePeriod;
+    refreshViewInBackground: any;
+}, "expenseAutomationActualMatchingView/fetchActualMatching", never, never>, fetchActualMatchingFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    refreshViewInBackground: boolean;
+    selectedPeriod: MonthYearPeriod;
+    status: ZeniAPIStatus;
+}, "expenseAutomationActualMatchingView/fetchActualMatchingFailure">, fetchActualMatchingPage: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[period: TimePeriod, refreshViewInBackground?: any], {
+    period: TimePeriod;
+    refreshViewInBackground: any;
+}, "expenseAutomationActualMatchingView/fetchActualMatchingPage", never, never>, fetchActualMatchingSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    accruals: JEOneTimeAccrualPayload[];
+    refreshViewInBackground: boolean;
+    selectedPeriod: MonthYearPeriod;
+}, "expenseAutomationActualMatchingView/fetchActualMatchingSuccess">, matchAndReverseAccruals: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[params: MatchAndReverseAccrualsParams], MatchAndReverseAccrualsParams, "expenseAutomationActualMatchingView/matchAndReverseAccruals", never, never>, matchAndReverseAccrualsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    status: ZeniAPIStatus;
+}, "expenseAutomationActualMatchingView/matchAndReverseAccrualsFailure">, matchAndReverseAccrualsSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    results: MatchAndReverseResult[];
+}, "expenseAutomationActualMatchingView/matchAndReverseAccrualsSuccess">, openMatchNewModal: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationActualMatchingView/openMatchNewModal">, searchMatchAccruals: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[{
+    query: string;
+    pageToken?: string | null;
+}], {
+    query: string;
+    pageToken: string | undefined;
+}, "expenseAutomationActualMatchingView/searchMatchAccruals", never, never>, searchMatchAccrualsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    error: ZeniAPIStatus;
+}, "expenseAutomationActualMatchingView/searchMatchAccrualsFailure">, searchMatchAccrualsSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    append: boolean;
+    nextPageToken: string | null;
+    results: JEOneTimeAccrualPayload[];
+}, "expenseAutomationActualMatchingView/searchMatchAccrualsSuccess">, searchMatchTransactions: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[{
+    query: string;
+    pageToken?: string | null;
+}], {
+    query: string;
+    pageToken: string | undefined;
+}, "expenseAutomationActualMatchingView/searchMatchTransactions", never, never>, searchMatchTransactionsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    error: ZeniAPIStatus;
+}, "expenseAutomationActualMatchingView/searchMatchTransactionsFailure">, searchMatchTransactionsSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    append: boolean;
+    nextPageToken: string | null;
+    results: ActualMatchingTransactionSearchResult[];
+}, "expenseAutomationActualMatchingView/searchMatchTransactionsSuccess">, updateActualMatchingUIState: import("@reduxjs/toolkit").ActionCreatorWithPayload<Partial<ActualMatchingViewUIState>, "expenseAutomationActualMatchingView/updateActualMatchingUIState">;
+declare const _default: import("redux").Reducer<ActualMatchingViewState>;
+export default _default;

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

@@ -0,0 +1,264 @@
+"use strict";
+var _a;
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.updateActualMatchingUIState = exports.searchMatchTransactionsSuccess = exports.searchMatchTransactionsFailure = exports.searchMatchTransactions = exports.searchMatchAccrualsSuccess = exports.searchMatchAccrualsFailure = exports.searchMatchAccruals = exports.openMatchNewModal = exports.matchAndReverseAccrualsSuccess = exports.matchAndReverseAccrualsFailure = exports.matchAndReverseAccruals = exports.fetchActualMatchingSuccess = exports.fetchActualMatchingPage = exports.fetchActualMatchingFailure = exports.fetchActualMatching = exports.closeMatchNewModal = exports.clearMatchNewModal = exports.clearActualMatchingView = exports.initialState = exports.initialMatchModalState = exports.initialAccrualSearchState = exports.initialTransactionSearchState = void 0;
+const toolkit_1 = require("@reduxjs/toolkit");
+const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
+const jeScheduleHelper_1 = require("../../../entity/jeSchedules/jeScheduleHelper");
+const rootActions_1 = require("../../../rootActions");
+exports.initialTransactionSearchState = {
+    query: '',
+    results: [],
+    fetchState: 'Not-Started',
+    error: undefined,
+    nextPageToken: null,
+    isLoadingMore: false,
+};
+exports.initialAccrualSearchState = {
+    query: '',
+    results: [],
+    fetchState: 'Not-Started',
+    error: undefined,
+    nextPageToken: null,
+    isLoadingMore: false,
+};
+exports.initialMatchModalState = {
+    isOpen: false,
+    transactionSearch: exports.initialTransactionSearchState,
+    accrualSearch: exports.initialAccrualSearchState,
+    confirmStatus: { fetchState: 'Not-Started', error: undefined },
+};
+exports.initialState = {
+    accrualKeysByPeriod: {},
+    fetchState: 'Not-Started',
+    error: undefined,
+    refreshStatus: {
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
+    uiState: {
+        sortKey: 'date',
+        sortOrder: 'descending',
+        searchString: '',
+        scrollPosition: { scrollTop: 0, scrollLeft: undefined },
+    },
+    matchModal: exports.initialMatchModalState,
+    hasValidState() {
+        return this.fetchState == 'Completed';
+    },
+};
+function resetMatchModalSearches(draft) {
+    draft.matchModal.transactionSearch = exports.initialTransactionSearchState;
+    draft.matchModal.accrualSearch = exports.initialAccrualSearchState;
+    draft.matchModal.confirmStatus = {
+        fetchState: 'Not-Started',
+        error: undefined,
+    };
+    draft.matchModal.lastBatchResults = undefined;
+}
+const expenseAutomationActualMatchingView = (0, toolkit_1.createSlice)({
+    name: 'expenseAutomationActualMatchingView',
+    initialState: exports.initialState,
+    reducers: {
+        fetchActualMatchingPage: {
+            prepare(period, refreshViewInBackground = false) {
+                return {
+                    payload: {
+                        period,
+                        refreshViewInBackground,
+                    },
+                };
+            },
+            reducer() {
+                // Epic-only fan-out.
+            },
+        },
+        fetchActualMatching: {
+            reducer(draft, action) {
+                const { refreshViewInBackground } = action.payload;
+                if (refreshViewInBackground) {
+                    draft.refreshStatus = { fetchState: 'In-Progress', error: undefined };
+                }
+                else {
+                    draft.fetchState = 'In-Progress';
+                    draft.error = undefined;
+                }
+            },
+            prepare(period, refreshViewInBackground = false) {
+                return {
+                    payload: {
+                        period,
+                        refreshViewInBackground,
+                    },
+                };
+            },
+        },
+        fetchActualMatchingSuccess(draft, action) {
+            const { accruals, selectedPeriod, refreshViewInBackground } = action.payload;
+            const periodId = (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod);
+            draft.accrualKeysByPeriod[periodId] = accruals.map((accrual) => (0, jeScheduleHelper_1.generateJEOneTimeAccrualKey)(accrual._id));
+            if (refreshViewInBackground) {
+                draft.refreshStatus = { fetchState: 'Completed', error: undefined };
+            }
+            else {
+                draft.fetchState = 'Completed';
+                draft.error = undefined;
+            }
+        },
+        fetchActualMatchingFailure(draft, action) {
+            const { status, refreshViewInBackground } = action.payload;
+            if (refreshViewInBackground) {
+                draft.refreshStatus = { fetchState: 'Error', error: status };
+            }
+            else {
+                draft.fetchState = 'Error';
+                draft.error = status;
+            }
+        },
+        updateActualMatchingUIState(draft, action) {
+            if (action.payload.sortKey != null) {
+                draft.uiState.sortKey = action.payload.sortKey;
+            }
+            if (action.payload.sortOrder != null) {
+                draft.uiState.sortOrder = action.payload.sortOrder;
+            }
+            if (action.payload.searchString != null) {
+                draft.uiState.searchString = action.payload.searchString;
+            }
+            if (action.payload.scrollPosition != null) {
+                draft.uiState.scrollPosition = action.payload.scrollPosition;
+            }
+        },
+        openMatchNewModal(draft) {
+            draft.matchModal.isOpen = true;
+        },
+        closeMatchNewModal(draft) {
+            draft.matchModal.isOpen = false;
+            resetMatchModalSearches(draft);
+        },
+        clearMatchNewModal(draft) {
+            draft.matchModal.isOpen = false;
+            resetMatchModalSearches(draft);
+        },
+        searchMatchTransactions: {
+            reducer(draft, action) {
+                const { query, pageToken } = action.payload;
+                const isLoadMore = pageToken != null;
+                draft.matchModal.transactionSearch.query = query;
+                if (isLoadMore) {
+                    draft.matchModal.transactionSearch.isLoadingMore = true;
+                }
+                else {
+                    draft.matchModal.transactionSearch.isLoadingMore = false;
+                    draft.matchModal.transactionSearch.results = [];
+                    draft.matchModal.transactionSearch.nextPageToken = null;
+                    draft.matchModal.transactionSearch.fetchState = 'In-Progress';
+                    draft.matchModal.transactionSearch.error = undefined;
+                }
+            },
+            prepare({ query, pageToken }) {
+                return { payload: { query, pageToken: pageToken ?? undefined } };
+            },
+        },
+        searchMatchTransactionsSuccess(draft, action) {
+            const { append, nextPageToken, results } = action.payload;
+            if (append) {
+                const merged = [
+                    ...draft.matchModal.transactionSearch.results,
+                    ...results,
+                ];
+                const byKey = new Map(merged.map((result) => [
+                    `${result.transactionId}:${result.lineId}`,
+                    result,
+                ]));
+                draft.matchModal.transactionSearch.results = Array.from(byKey.values());
+            }
+            else {
+                draft.matchModal.transactionSearch.results = results;
+            }
+            draft.matchModal.transactionSearch.nextPageToken = nextPageToken;
+            draft.matchModal.transactionSearch.isLoadingMore = false;
+            draft.matchModal.transactionSearch.fetchState = 'Completed';
+            draft.matchModal.transactionSearch.error = undefined;
+        },
+        searchMatchTransactionsFailure(draft, action) {
+            draft.matchModal.transactionSearch.isLoadingMore = false;
+            draft.matchModal.transactionSearch.fetchState = 'Error';
+            draft.matchModal.transactionSearch.error = action.payload.error;
+        },
+        searchMatchAccruals: {
+            reducer(draft, action) {
+                const { query, pageToken } = action.payload;
+                const isLoadMore = pageToken != null;
+                draft.matchModal.accrualSearch.query = query;
+                if (isLoadMore) {
+                    draft.matchModal.accrualSearch.isLoadingMore = true;
+                }
+                else {
+                    draft.matchModal.accrualSearch.isLoadingMore = false;
+                    draft.matchModal.accrualSearch.results = [];
+                    draft.matchModal.accrualSearch.nextPageToken = null;
+                    draft.matchModal.accrualSearch.fetchState = 'In-Progress';
+                    draft.matchModal.accrualSearch.error = undefined;
+                }
+            },
+            prepare({ query, pageToken }) {
+                return { payload: { query, pageToken: pageToken ?? undefined } };
+            },
+        },
+        searchMatchAccrualsSuccess(draft, action) {
+            const { append, nextPageToken, results } = action.payload;
+            const keys = results.map((accrual) => (0, jeScheduleHelper_1.generateJEOneTimeAccrualKey)(accrual._id));
+            if (append) {
+                const merged = [...draft.matchModal.accrualSearch.results, ...keys];
+                draft.matchModal.accrualSearch.results = Array.from(new Set(merged));
+            }
+            else {
+                draft.matchModal.accrualSearch.results = keys;
+            }
+            draft.matchModal.accrualSearch.nextPageToken = nextPageToken;
+            draft.matchModal.accrualSearch.isLoadingMore = false;
+            draft.matchModal.accrualSearch.fetchState = 'Completed';
+            draft.matchModal.accrualSearch.error = undefined;
+        },
+        searchMatchAccrualsFailure(draft, action) {
+            draft.matchModal.accrualSearch.isLoadingMore = false;
+            draft.matchModal.accrualSearch.fetchState = 'Error';
+            draft.matchModal.accrualSearch.error = action.payload.error;
+        },
+        matchAndReverseAccruals: {
+            reducer(draft) {
+                draft.matchModal.confirmStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(params) {
+                return { payload: params };
+            },
+        },
+        matchAndReverseAccrualsSuccess(draft, action) {
+            draft.matchModal.confirmStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+            draft.matchModal.lastBatchResults = action.payload.results;
+        },
+        matchAndReverseAccrualsFailure(draft, action) {
+            draft.matchModal.confirmStatus = {
+                fetchState: 'Error',
+                error: action.payload.status,
+            };
+        },
+        clearActualMatchingView(draft) {
+            Object.assign(draft, exports.initialState);
+        },
+    },
+    extraReducers: (builder) => {
+        builder.addCase(rootActions_1.clearAll, (draft) => {
+            Object.assign(draft, exports.initialState);
+        });
+    },
+});
+_a = expenseAutomationActualMatchingView.actions, exports.clearActualMatchingView = _a.clearActualMatchingView, exports.clearMatchNewModal = _a.clearMatchNewModal, exports.closeMatchNewModal = _a.closeMatchNewModal, exports.fetchActualMatching = _a.fetchActualMatching, exports.fetchActualMatchingFailure = _a.fetchActualMatchingFailure, exports.fetchActualMatchingPage = _a.fetchActualMatchingPage, exports.fetchActualMatchingSuccess = _a.fetchActualMatchingSuccess, exports.matchAndReverseAccruals = _a.matchAndReverseAccruals, exports.matchAndReverseAccrualsFailure = _a.matchAndReverseAccrualsFailure, exports.matchAndReverseAccrualsSuccess = _a.matchAndReverseAccrualsSuccess, exports.openMatchNewModal = _a.openMatchNewModal, exports.searchMatchAccruals = _a.searchMatchAccruals, exports.searchMatchAccrualsFailure = _a.searchMatchAccrualsFailure, exports.searchMatchAccrualsSuccess = _a.searchMatchAccrualsSuccess, exports.searchMatchTransactions = _a.searchMatchTransactions, exports.searchMatchTransactionsFailure = _a.searchMatchTransactionsFailure, exports.searchMatchTransactionsSuccess = _a.searchMatchTransactionsSuccess, exports.updateActualMatchingUIState = _a.updateActualMatchingUIState;
+exports.default = expenseAutomationActualMatchingView.reducer;