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

package/lib/esm/entity/jeSchedules/jeSchedulesPayload.js

@@ -1,9 +1,11 @@
 import { toAmount } from '../../commonStateTypes/amount';
 import { LAST_SCHEDULE_DAY_OF_MONTH, MAX_SCHEDULE_DAY_OF_MONTH, MIN_SCHEDULE_DAY_OF_MONTH, toScheduleDaysOfMonth, } from '../../commonStateTypes/timePeriod';
 import { date } from '../../zeniDayJS';
+import { toZeniUrl } from '../../zeniUrl';
 import { toTransactionID, } from '../transaction/payloadTypes/transactionIDPayload';
 import { generateJEScheduleKey } from './jeScheduleHelper';
-import { getJEScheduleTransactionKey, toJournalEntryErrorCodeType, toScheduleJournalEntryStatusCodeType, toScheduleStatusCodeType, toScheduleTypesTypeStrict, } from './jeSchedulesTypes';
+import { getJEScheduleTransactionKey, toJournalEntryErrorCodeType, toOneTimeAccrualAutomationTierType, toOneTimeAccrualOriginType, toOneTimeAccrualReversalPolicyType, toOneTimeAccrualReversalTriggerType, toOneTimeAccrualStatusCodeType, toScheduleJournalEntryStatusCodeType, toScheduleStatusCodeType, toScheduleTypesTypeStrict, } from './jeSchedulesTypes';
+const USD_CURRENCY_CODE = 'USD';
 export function toScheduledJournalEntryState(payload, currency_code, currency_symbol) {
     return {
         status: {
@@ -248,9 +250,18 @@ export function toJEScheduledTransaction(payload) {
         startDate: payload.start_date != null ? date(payload.start_date) : undefined,
         endDate: payload.end_date != null ? date(payload.end_date) : undefined,
         period: payload.period != null ? Number(payload.period) : undefined,
+        recurringAmount: payload.recurring_amount != null
+            ? {
+                amount: payload.recurring_amount,
+                currencyCode: payload.currency_code,
+                currencySymbol: payload.currency_symbol,
+            }
+            : undefined,
+        postedCount: payload.posted_count ?? undefined,
         updatedByUserID: payload.updated_by.user_id,
         balanceAsOfToday: payload.balance ?? undefined,
         updatedAt: payload.updated_at != null ? date(payload.updated_at) : undefined,
+        createTime: payload.create_time != null ? date(payload.create_time) : undefined,
         jeCredit: {
             accountId: payload.je_credit_account_id ?? undefined,
             accountingClassId: payload.je_credit_accounting_class_id ?? undefined,
@@ -275,6 +286,7 @@ export function toJEScheduledTransaction(payload) {
             : {},
         scheduledJournalEntry: [],
         aiSummaries: toJEScheduleAISummaries(payload.ai_summaries),
+        confidenceScore: payload.confidence_score ?? undefined,
         createdByUserID: payload.created_by?.user_id ?? undefined,
         recommendations: toJEScheduleRecommendations(payload.recommendations),
     };
@@ -306,6 +318,9 @@ export function toJEAccruedScheduledTransaction(payload) {
         endDate: payload.end_date != null ? date(payload.end_date) : undefined,
         period: payload.period != null ? Number(payload.period) : undefined,
         updatedByUserID: payload.updated_by.user_id,
+        // The accrued joiner resolves createdByUserID into the "Created by" cell. Without this the
+        // payload's created_by was dropped here and every accrued row rendered a hyphen.
+        createdByUserID: payload.created_by?.user_id ?? undefined,
         balanceAsOfToday: payload.balance ?? undefined,
         updatedAt: payload.updated_at != null ? date(payload.updated_at) : undefined,
         jeCredit: {
@@ -332,3 +347,159 @@ export function toJEAccruedScheduledTransaction(payload) {
         jeScheduleType: toScheduleTypesTypeStrict(payload.je_schedule_type),
     };
 }
+/**
+ * Reads the months in the order the snapshot gives them rather than deriving a range: a vendor that
+ * skipped a month has no entry for it, so filling gaps would invent history that was never billed.
+ */
+function toJEOneTimeAccrualMonthlyTotals(snapshot, currencyCode) {
+    const monthlyTotals = snapshot.monthly_totals;
+    if (monthlyTotals == null) {
+        return [];
+    }
+    const months = snapshot.sorted_months ?? Object.keys(monthlyTotals).sort();
+    return months
+        .filter((month) => monthlyTotals[month] != null)
+        .map((month) => ({
+        month,
+        amount: toOneTimeAccrualAmount(monthlyTotals[month], currencyCode),
+    }));
+}
+function toJEOneTimeAccrualProfileSnapshot(payload, currencyCode) {
+    if (payload == null) {
+        return undefined;
+    }
+    const billingPattern = payload.billing_pattern;
+    return {
+        monthlyTotals: toJEOneTimeAccrualMonthlyTotals(payload, currencyCode),
+        billingPattern: billingPattern != null
+            ? {
+                frequency: billingPattern.frequency ?? undefined,
+                monthsOfHistory: billingPattern.months_of_history ?? undefined,
+                consistencyScore: billingPattern.consistency_score ?? undefined,
+                billingLagDays: billingPattern.billing_lag_days ?? undefined,
+                typicalBillDay: billingPattern.typical_bill_day ?? undefined,
+                avgAmount: billingPattern.avg_amount != null
+                    ? toOneTimeAccrualAmount(billingPattern.avg_amount, currencyCode)
+                    : undefined,
+                lastBillAmount: billingPattern.last_bill_amount != null
+                    ? toOneTimeAccrualAmount(billingPattern.last_bill_amount, currencyCode)
+                    : undefined,
+                lastBillDate: billingPattern.last_bill_date != null
+                    ? date(billingPattern.last_bill_date)
+                    : undefined,
+            }
+            : undefined,
+    };
+}
+function toJEOneTimeAccrualAiSuggestion(payload, currencyCode) {
+    if (payload == null) {
+        return undefined;
+    }
+    return {
+        memo: payload.memo ?? undefined,
+        jeDebitAccountName: payload.je_debit_account_name ?? undefined,
+        jeCreditAccountName: payload.je_credit_account_name ?? undefined,
+        estimatedAmount: payload.estimated_amount != null
+            ? toOneTimeAccrualAmount(payload.estimated_amount, currencyCode)
+            : undefined,
+    };
+}
+function toJEOneTimeAccrualCleared(payload, currencyCode) {
+    if (payload == null) {
+        return undefined;
+    }
+    return {
+        matchedTransactionIntegrationId: payload.matched_transaction_integration_id ?? undefined,
+        matchedTransactionId: payload.matched_transaction_id ?? undefined,
+        matchedTransactionType: payload.matched_transaction_type ?? undefined,
+        matchedLineId: payload.matched_line_id ?? undefined,
+        consumedLineIds: payload.consumed_line_ids ?? undefined,
+        matchedAmount: payload.matched_amount != null
+            ? toOneTimeAccrualAmount(payload.matched_amount, currencyCode)
+            : undefined,
+        reversedAt: payload.reversed_at != null ? date(payload.reversed_at) : undefined,
+        matchTier: payload.match_tier ?? undefined,
+        matchShape: payload.match_shape ?? undefined,
+    };
+}
+function toJEOneTimeAccrualMatchSuggestion(payload, currencyCode) {
+    if (payload == null) {
+        return undefined;
+    }
+    return {
+        resolution: payload.resolution ?? undefined,
+        matchedTransactionIntegrationId: payload.matched_transaction_integration_id ?? undefined,
+        matchedTransactionId: payload.matched_transaction_id ?? undefined,
+        matchedTransactionType: payload.matched_transaction_type ?? undefined,
+        matchedAmount: payload.matched_amount != null
+            ? toOneTimeAccrualAmount(payload.matched_amount, currencyCode)
+            : undefined,
+    };
+}
+export function toJEOneTimeAccrual(payload) {
+    return {
+        accrualId: payload._id,
+        vendorId: payload.vendor_id,
+        vendorName: payload.vendor_name,
+        serviceMonth: payload.service_month,
+        accrualStatus: toOneTimeAccrualStatusCodeType(payload.status),
+        origin: toOneTimeAccrualOriginType(payload.origin),
+        automationTier: payload.automation_tier != null
+            ? toOneTimeAccrualAutomationTierType(payload.automation_tier)
+            : undefined,
+        estimatedAmount: toOneTimeAccrualAmount(payload.estimated_amount, payload.currency),
+        memo: payload.memo ?? '',
+        profileSnapshot: toJEOneTimeAccrualProfileSnapshot(payload.profile_snapshot, payload.currency),
+        aiSuggestion: toJEOneTimeAccrualAiSuggestion(payload.ai_suggestion, payload.currency),
+        cleared: toJEOneTimeAccrualCleared(payload.cleared, payload.currency),
+        matchSuggestion: toJEOneTimeAccrualMatchSuggestion(payload.match_suggestion, payload.currency),
+        // Exclusive by contract: a scheduled row reverses on expectedReversalDate and bills never
+        // drive it, so the two never need reconciling. Defaulting to on_bill_match matches the
+        // create path's default when the field is absent on an older document.
+        reversalPolicy: toOneTimeAccrualReversalPolicyType(payload.reversal_policy ?? 'on_bill_match'),
+        reversalTrigger: toOneTimeAccrualReversalTriggerType(payload.reversal_trigger ?? undefined),
+        expectedReversalDate: payload.expected_reversal_date != null
+            ? date(payload.expected_reversal_date)
+            : undefined,
+        postingDate: payload.posting_date != null ? date(payload.posting_date) : undefined,
+        actualPostDate: payload.actual_post_date != null
+            ? date(payload.actual_post_date)
+            : undefined,
+        actualReversalPostDate: payload.actual_reversal_post_date != null
+            ? date(payload.actual_reversal_post_date)
+            : undefined,
+        jeDebitAccountId: payload.je_debit_account_id ?? undefined,
+        jeDebitAccountName: payload.je_debit_account_name ?? undefined,
+        jeDebitAccountingClassId: payload.je_debit_accounting_class_id ?? undefined,
+        jeDebitAccountingClassName: payload.je_debit_accounting_class_name ?? undefined,
+        jeCreditAccountId: payload.je_credit_account_id ?? undefined,
+        jeCreditAccountName: payload.je_credit_account_name ?? undefined,
+        jeCreditAccountingClassId: payload.je_credit_accounting_class_id ?? undefined,
+        jeCreditAccountingClassName: payload.je_credit_accounting_class_name ?? undefined,
+        transactionId: payload.transaction_id ?? undefined,
+        transactionIntegrationId: payload.transaction_integration_id ?? undefined,
+        reversalTransactionId: payload.reversal_transaction_id ?? undefined,
+        createdBy: toJEOneTimeAccrualCreator(payload.created_by_user),
+    };
+}
+// The accrual wire format carries a currency CODE but no symbol, so the symbol has to be derived.
+// Only USD has a known glyph today (the create path is USD-only); anything else falls back to the
+// code, which reads correctly as "EUR 1,200" rather than silently rendering a wrong "$".
+function toOneTimeAccrualAmount(amount, currencyCode) {
+    const code = currencyCode ?? USD_CURRENCY_CODE;
+    return toAmount(amount, code, code === USD_CURRENCY_CODE ? '$' : code);
+}
+function toJEOneTimeAccrualCreator(payload) {
+    if (payload == null) {
+        return undefined;
+    }
+    return {
+        userId: payload.user_id,
+        email: payload.email ?? undefined,
+        firstName: payload.first_name ?? undefined,
+        lastName: payload.last_name ?? undefined,
+        photo: payload.photo?.original != null
+            ? toZeniUrl(payload.photo.original)
+            : undefined,
+    };
+}

package/lib/esm/entity/jeSchedules/jeSchedulesReducer.js

@@ -1,10 +1,12 @@
 import { createSlice } from '@reduxjs/toolkit';
 import assignWith from 'lodash/assignWith';
 import { clearAll } from '../../rootActions';
-import { getJEScheduleKey, getJEScheduleTransactionDetailKeyPayload, toJEAccruedScheduledTransaction, toJEScheduledTransaction, toScheduledJournalEntryState, } from './jeSchedulesPayload';
+import { generateJEOneTimeAccrualKey } from './jeScheduleHelper';
+import { getJEScheduleKey, getJEScheduleTransactionDetailKeyPayload, toJEAccruedScheduledTransaction, toJEOneTimeAccrual, toJEScheduledTransaction, toScheduledJournalEntryState, } from './jeSchedulesPayload';
 export const initialState = {
     schedulesByTransactionKey: {},
     schedulesByAccruedJEScheduleKey: {},
+    oneTimeAccrualsByKey: {},
 };
 const jeSchedules = createSlice({
     name: 'jeSchedules',
@@ -109,15 +111,41 @@ const jeSchedules = createSlice({
                 delete draft.schedulesByAccruedJEScheduleKey[JEScheduleKey];
             },
         },
+        // Writes directly, unlike updateAccruedJESchedules / updateJESchedules, which are no-op
+        // actions whose only job is to trigger the entity fan-out epic that fetches vendors,
+        // accounts, classes and users. An accrual denormalizes all of those as names on the document,
+        // so there is nothing to fan out to.
+        updateJEOneTimeAccruals: {
+            prepare(jeOneTimeAccrualsPayload) {
+                return {
+                    payload: {
+                        jeOneTimeAccrualsPayload,
+                    },
+                };
+            },
+            reducer(draft, action) {
+                action.payload.jeOneTimeAccrualsPayload.forEach((accrualPayload) => {
+                    const accrual = toJEOneTimeAccrual(accrualPayload);
+                    draft.oneTimeAccrualsByKey[generateJEOneTimeAccrualKey(accrual.accrualId)] = accrual;
+                });
+            },
+        },
+        clearAllJEScheduleTransactions(draft) {
+            draft.schedulesByTransactionKey = {};
+        },
+        clearAllAccruedJESchedules(draft) {
+            draft.schedulesByAccruedJEScheduleKey = {};
+        },
     },
     extraReducers: (builder) => {
         builder.addCase(clearAll, (draft) => {
             draft.schedulesByAccruedJEScheduleKey = {};
             draft.schedulesByTransactionKey = {};
+            draft.oneTimeAccrualsByKey = {};
         });
     },
 });
-export const { updateJESchedules, updateAccruedJESchedules, updateJEScheduledTransaction, updateAccruedJEScheduledTransaction, updateJESchedulesDetails, updateAccruedJESchedulesDetails, deleteJESchedulesDetails, deleteAccruedJESchedulesDetails, } = jeSchedules.actions;
+export const { updateJESchedules, updateAccruedJESchedules, updateJEScheduledTransaction, updateAccruedJEScheduledTransaction, updateJESchedulesDetails, updateAccruedJESchedulesDetails, deleteJESchedulesDetails, deleteAccruedJESchedulesDetails, clearAllAccruedJESchedules, clearAllJEScheduleTransactions, updateJEOneTimeAccruals, } = jeSchedules.actions;
 export default jeSchedules.reducer;
 /**
  * Helper functions

package/lib/esm/entity/jeSchedules/jeSchedulesSelector.js

@@ -5,18 +5,34 @@ import { getClassById } from '../class/classSelector';
 import { getScheduleTransactionById } from '../transaction/transactionSelector';
 import { getUserByUserId } from '../user/userSelector';
 import { getVendorByVendorId } from '../vendor/vendorSelector';
+// Takes the slice, not RootState: an accrual denormalizes its vendor, account and class names, so
+// unlike getJEAccruedScheduleByJEScheduleKey this joins nothing.
+//
+// Spreads the stored entity rather than rebuilding it field by field. That is deliberate — the
+// accrued joiner listed every field explicitly and silently dropped jeScheduleType, which made a
+// whole tab render empty while its reducer test still passed. A spread cannot lose a field.
+export const getJEOneTimeAccrualByKey = (jeOneTimeAccrualKey, jeSchedulesState) => {
+    const accrual = recordGet(jeSchedulesState.oneTimeAccrualsByKey, jeOneTimeAccrualKey);
+    if (accrual == null) {
+        return undefined;
+    }
+    return { ...accrual, jeOneTimeAccrualKey };
+};
 export const getJEAccruedScheduleByJEScheduleKey = (JEScheduleKey, state) => {
     const { jeSchedulesState, vendorState, accountState, userState, classState } = state;
     const JEAccruedScheduleState = recordGet(jeSchedulesState.schedulesByAccruedJEScheduleKey, JEScheduleKey);
     if (JEAccruedScheduleState == null) {
         return undefined;
     }
-    const { period, updatedByUserID: updatedBy, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, memo, recurringAmount, createTime, otherAttributes, } = JEAccruedScheduleState;
+    const { period, updatedByUserID: updatedBy, createdByUserID: createdBy, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, memo, recurringAmount, createTime, otherAttributes, jeScheduleType, } = JEAccruedScheduleState;
     const vendorDetails = getVendorByVendorId(vendorState, vendorId);
     if (vendorDetails == null) {
         throw new Error(`Vendor with ${vendorId} doesn't exist`);
     }
     const userDetails = updatedBy != null ? getUserByUserId(userState, updatedBy) : undefined;
+    // Resolved the same way the prepaid / fixed joiner does. Without it every accrued row rendered a
+    // hyphen under "Created by", even though the payload carries created_by.
+    const createdByUserDetails = createdBy != null ? getUserByUserId(userState, createdBy) : undefined;
     const accountCredit = jeCredit.accountId != null
         ? getAccountBase(accountState, jeCredit.accountId, 'account_list')
         : undefined;
@@ -35,14 +51,19 @@ export const getJEAccruedScheduleByJEScheduleKey = (JEScheduleKey, state) => {
             reportId: 'class_list',
         })
         : undefined;
+    const postedCount = scheduledJournalEntry.filter((sje) => sje.status.code === 'posted' || sje.status.code === 'recorded').length;
+    const lifecycleTotal = period ?? scheduledJournalEntry.length;
     return {
         jeScheduleId,
         otherAttributes,
         vendor: vendorDetails,
         updatedByUser: userDetails,
+        createdByUser: createdByUserDetails,
         updatedAt,
         currencyCode,
         currencySymbol,
+        lifecycleTotal,
+        postedCount,
         jeCredit: {
             accountingClass: classCredit,
             account: accountCredit,
@@ -60,6 +81,7 @@ export const getJEAccruedScheduleByJEScheduleKey = (JEScheduleKey, state) => {
         memo,
         createTime,
         recurringAmount,
+        jeScheduleType,
         jeAccruedScheduleKey: JEScheduleKey,
         balanceAsOfToday: balanceAsOfToday != null
             ? toAmount(balanceAsOfToday, currencyCode, currencySymbol)
@@ -70,7 +92,7 @@ export const getJEAccruedScheduleByJEScheduleKey = (JEScheduleKey, state) => {
 export const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTransactionKey, state) => {
     const { jeSchedulesState, vendorState, accountState, userState, classState, transactionState, } = state;
     const jeScheduleTransactionState = recordGet(jeSchedulesState.schedulesByTransactionKey, jeScheduleTransactionKey);
-    const { period, updatedByUserID: updatedBy, createdByUserID: createdBy, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, baseTransaction, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, otherAttributes, jeScheduleType, aiSummaries, recommendations, } = jeScheduleTransactionState;
+    const { period, updatedByUserID: updatedBy, createdByUserID: createdBy, createTime, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, baseTransaction, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, otherAttributes, jeScheduleType, aiSummaries, confidenceScore, recommendations, recurringAmount, postedCount: postedCountFromServer, } = jeScheduleTransactionState;
     const vendorDetails = getVendorByVendorId(vendorState, vendorId);
     if (vendorDetails == null) {
         throw new Error(`Vendor with ${vendorId} doesn't exist`);
@@ -99,14 +121,24 @@ export const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTr
             reportId: 'class_list',
         })
         : undefined;
+    // The expense-automation response carries no scheduled journal entries for these rows, so the
+    // filter below counts an empty array and every schedule reported 0 posted. Prefer the count the
+    // server derives, and keep the filter for callers that do have entries (the detail page, and
+    // failed postings, which come with theirs).
+    const postedCount = postedCountFromServer ??
+        scheduledJournalEntry.filter((sje) => sje.status.code === 'posted' || sje.status.code === 'recorded').length;
+    const lifecycleTotal = period ?? scheduledJournalEntry.length;
     return {
         jeScheduleId,
         jeScheduleType,
+        recurringAmount,
         jeScheduleTransactionKey: jeScheduleTransactionKey,
         vendor: vendorDetails,
         updatedByUser: userDetails,
         updatedAt: updatedAt,
         period,
+        lifecycleTotal,
+        postedCount,
         balanceAsOfToday: balanceAsOfToday != null
             ? toAmount(balanceAsOfToday, currencyCode, currencySymbol)
             : undefined,
@@ -129,7 +161,9 @@ export const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTr
         },
         scheduledJournalEntry,
         aiSummaries,
+        confidenceScore,
         createdByUser: createdByUserDetails,
+        createTime,
         recommendations,
     };
 };

package/lib/esm/entity/jeSchedules/jeSchedulesTypes.js

@@ -24,6 +24,84 @@ const SCHEDULE_STATUS_CODE = [
     'draft',
 ];
 export const toScheduleStatusCodeType = (v) => stringToUnion(v, SCHEDULE_STATUS_CODE);
+// One-time accruals come from agent-je's Mongo `accruals` collection, not the JE schedule
+// datastore, so they carry their own status vocabulary rather than SCHEDULE_STATUS_CODE.
+// `posting` and `reversing` are transient claims held while a JE posts.
+const ONE_TIME_ACCRUAL_STATUS_CODE = [
+    'draft',
+    'posting',
+    'posted',
+    'posting_blocked',
+    'reversing',
+    'reversed',
+];
+export const toOneTimeAccrualStatusCodeType = (v) => stringToUnion(v, ONE_TIME_ACCRUAL_STATUS_CODE);
+// Who created the accrual. This — not the creator's email — is the authoritative
+// AI-vs-manual signal for the Method column.
+const ONE_TIME_ACCRUAL_ORIGIN = ['agent', 'human'];
+export const toOneTimeAccrualOriginType = (v) => stringToUnion(v, ONE_TIME_ACCRUAL_ORIGIN);
+const ONE_TIME_ACCRUAL_AUTOMATION_TIER = ['manual', 'draft', 'auto'];
+export const toOneTimeAccrualAutomationTierType = (v) => stringToUnion(v, ONE_TIME_ACCRUAL_AUTOMATION_TIER);
+// How the accrual is allowed to reverse. The two are exclusive: a scheduled row reverses on
+// expectedReversalDate and bills never drive it; an on_bill_match row reverses only when a bill
+// is matched, which is why its lifecycle reads "Reverses on match" rather than showing a date.
+const ONE_TIME_ACCRUAL_REVERSAL_POLICY = [
+    'on_bill_match',
+    'scheduled_date',
+];
+export const toOneTimeAccrualReversalPolicyType = (v) => stringToUnion(v, ONE_TIME_ACCRUAL_REVERSAL_POLICY);
+// What actually caused a reverse. Distinct from a *revert*, which soft-deletes the row and
+// never sets this.
+const ONE_TIME_ACCRUAL_REVERSAL_TRIGGER = [
+    'bill_match',
+    'scheduled_date',
+    'manual_reverse',
+];
+export const toOneTimeAccrualReversalTriggerType = (v) => stringToUnionStrict(v ?? '', ONE_TIME_ACCRUAL_REVERSAL_TRIGGER);
+// Why a human told the AI Accountant not to accrue this month. The gateway validates against
+// exactly this set, so it is a union rather than a free-text string.
+const ONE_TIME_ACCRUAL_IGNORE_REASON = [
+    'no_activity',
+    'paused',
+    'too_small',
+    'need_invoice',
+    'other_ignore',
+];
+export const toOneTimeAccrualIgnoreReasonType = (v) => stringToUnion(v, ONE_TIME_ACCRUAL_IGNORE_REASON);
+export const ALL_ONE_TIME_ACCRUAL_IGNORE_REASONS = ONE_TIME_ACCRUAL_IGNORE_REASON;
+// Why a recommended prepaid / fixed-asset schedule is being dismissed. A different set from the
+// accrual ignore reasons: the gateway validates each against its own list.
+const JE_SCHEDULE_IGNORE_REASON = [
+    'not_needed',
+    'wrong_account',
+    'duplicate',
+    'already_handled',
+    'other_ignore',
+];
+export const toJEScheduleIgnoreReasonType = (v) => stringToUnion(v, JE_SCHEDULE_IGNORE_REASON);
+export const ALL_JE_SCHEDULE_IGNORE_REASONS = JE_SCHEDULE_IGNORE_REASON;
+// Why a posted prepaid / fixed-asset schedule is being undone. Note `not_accrual` is accrual-only
+// and rejected here, and `created_by_mistake` is schedule-only.
+const JE_SCHEDULE_REVERT_REASON = [
+    'amount_off',
+    'wrong_period',
+    'duplicate',
+    'created_by_mistake',
+    'other_revert',
+];
+export const toJEScheduleRevertReasonType = (v) => stringToUnion(v, JE_SCHEDULE_REVERT_REASON);
+export const ALL_JE_SCHEDULE_REVERT_REASONS = JE_SCHEDULE_REVERT_REASON;
+// Why a posted accrual is being undone. A disjoint set from the ignore reasons — the gateway
+// validates each action against its own list and rejects the other's values.
+const ONE_TIME_ACCRUAL_REVERT_REASON = [
+    'amount_off',
+    'wrong_period',
+    'not_accrual',
+    'duplicate',
+    'other_revert',
+];
+export const toOneTimeAccrualRevertReasonType = (v) => stringToUnion(v, ONE_TIME_ACCRUAL_REVERT_REASON);
+export const ALL_ONE_TIME_ACCRUAL_REVERT_REASONS = ONE_TIME_ACCRUAL_REVERT_REASON;
 const JOURNAL_ENTRY_ERROR_CODE = [
     'vendor_deleted',
     'debit_category_deleted',

package/lib/esm/entity/snackbar/snackbarTypes.js

@@ -116,6 +116,9 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'save_schedule',
     'delete_schedule',
     'ignore_schedule',
+    'revert_schedule',
+    'ignore_accrual',
+    'revert_accrual',
     'save_task_detail',
     'fetch_task_detail',
     'delete_task',

package/lib/esm/entity/transaction/payloadTypes/scheduleTransactionPayload.js

@@ -30,5 +30,7 @@ export const toScheduleTransaction = (payload, currency_code, currency_symbol) =
             currencySymbol: currency_symbol,
         },
         description: payload.transaction_description ?? undefined,
+        vendorId: payload.vendor_id ?? undefined,
+        vendorName: payload.vendor_name ?? undefined,
     };
 };

package/lib/esm/epic.js

@@ -185,6 +185,11 @@ import { updateCombinedStatementInfoEpic, } from './view/expenseAutomationView/e
 import { updateReconcileTabLocalDataEpic as updateExpenseAutomationReconciliationBalanceLocalDataEpic, } from './view/expenseAutomationView/epics/accountRecon/updateReconcileTabLocalDataEpic';
 import { updateStatementInfoEpic, } from './view/expenseAutomationView/epics/accountRecon/updateStatementInfoEpic';
 import { uploadAccountStatementEpic, } from './view/expenseAutomationView/epics/accountRecon/uploadAccountStatementEpic';
+import { fetchActualMatchingEpic as fetchExpenseAutomationActualMatchingEpic, } from './view/expenseAutomationView/epics/actualMatching/fetchActualMatchingEpic';
+import { fetchActualMatchingPageEpic as fetchExpenseAutomationActualMatchingPageEpic, } from './view/expenseAutomationView/epics/actualMatching/fetchActualMatchingPageEpic';
+import { matchAndReverseAccrualsEpic, } from './view/expenseAutomationView/epics/actualMatching/matchAndReverseAccrualsEpic';
+import { searchMatchAccrualsEpic, } from './view/expenseAutomationView/epics/actualMatching/searchMatchAccrualsEpic';
+import { searchMatchTransactionsEpic, } from './view/expenseAutomationView/epics/actualMatching/searchMatchTransactionsEpic';
 import { fetchAllExpenseAutomationTabsEpic, } from './view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic';
 import { refreshExpenseAutomationCurrentTabEpic, } from './view/expenseAutomationView/epics/common/refreshExpenseAutomationCurrentTabEpic';
 import { fetchFluxAnalysisViewEpic as fetchExpenseAutomationFluxAnalysisViewEpic, } from './view/expenseAutomationView/epics/fluxAnalysis/fetchFluxAnalysisViewEpic';
@@ -195,9 +200,17 @@ import { initializeAccountSettingsViewEpic, } from './view/expenseAutomationView
 import { saveAccountSettingsViewEpic, } from './view/expenseAutomationView/epics/jeSchedule/accountSettings/saveAccountSettingsViewEpic';
 import { fetchJeSchedulesPageEpic as fetchExpenseAutomationJESchedulesPageEpic, } from './view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulePageEpic';
 import { fetchJeSchedulesEpic as fetchExpenseAutomationJeSchedulesEpic, } from './view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic';
+import { fetchOneTimeAccrualEpic, } from './view/expenseAutomationView/epics/jeSchedule/fetchOneTimeAccrualEpic';
 import { ignoreRecommendedJeScheduleEpic as ignoreExpenseAutomationJEScheduleEpic, } from './view/expenseAutomationView/epics/jeSchedule/ignoreRecommendedJeScheduleEpic';
 import { initializeJeScheduleLocalDataEpic as initializeExpenseAutomationJeScheduleLocalDataEpic, } from './view/expenseAutomationView/epics/jeSchedule/initializeJeScheduleLocalDataEpic';
+import { createOneTimeAccrualEpic, } from './view/expenseAutomationView/epics/jeSchedule/newSchedule/createOneTimeAccrualEpic';
+import { initializeNewScheduleEpic, } from './view/expenseAutomationView/epics/jeSchedule/newSchedule/initializeNewScheduleEpic';
+import { saveNewScheduleEpic, } from './view/expenseAutomationView/epics/jeSchedule/newSchedule/saveNewScheduleEpic';
+import { searchTransactionsForNewScheduleEpic, } from './view/expenseAutomationView/epics/jeSchedule/newSchedule/searchTransactionsForNewScheduleEpic';
+import { oneTimeAccrualActionsEpic, } from './view/expenseAutomationView/epics/jeSchedule/oneTimeAccrualActionsEpic';
 import { retryJeScheduleEpic as retryExpenseAutomationJEScheduleEpic, } from './view/expenseAutomationView/epics/jeSchedule/retryJeSchedulesEpic';
+import { revertJeScheduleEpic, } from './view/expenseAutomationView/epics/jeSchedule/revertJeScheduleEpic';
+import { switchJESchedulesTabEpic as switchExpenseAutomationJESchedulesTabEpic, } from './view/expenseAutomationView/epics/jeSchedule/switchJESchedulesTabEpic';
 import { bulkUploadMatchResultToastEpic, } from './view/expenseAutomationView/epics/missingReceipts/bulkUploadMatchResultToastEpic';
 import { bulkUploadReceiptsEpic, } from './view/expenseAutomationView/epics/missingReceipts/bulkUploadReceiptsEpic';
 import { confirmBulkUploadMatchEpic, } from './view/expenseAutomationView/epics/missingReceipts/confirmBulkUploadMatchEpic';
@@ -310,12 +323,8 @@ import { issueCreditNoteEpic } from './view/invoicing/issueCreditNote/issueCredi
 import { runInvoicingPaymentActionEpic, } from './view/invoicing/paymentAction/paymentActionEpic';
 import { addPromotionalCreditsEpic, } from './view/invoicing/promotionalCreditAction/promotionalCreditActionEpic';
 import { recordPaymentEpic, } from './view/invoicing/recordPayment/recordPaymentEpic';
-import { connectInvoicingStripeEpic } from './view/invoicing/settingsView/epics/connectInvoicingStripeEpic';
-import { disconnectInvoicingStripeEpic } from './view/invoicing/settingsView/epics/disconnectInvoicingStripeEpic';
-import { fetchInvoicingSettingsEpic } from './view/invoicing/settingsView/epics/fetchInvoicingSettingsEpic';
-import { saveInvoicingSettingsEpic } from './view/invoicing/settingsView/epics/saveInvoicingSettingsEpic';
-import { submitInvoicingQboSettingsEpic } from './view/invoicing/settingsView/epics/submitInvoicingQboSettingsEpic';
 import { initializeInvoicingBrandingAddressEpic, submitInvoicingBrandingFormEpic, } from './view/invoicing/settingsView/invoicingBrandingFormEpics';
+import { connectInvoicingStripeEpic, disconnectInvoicingStripeEpic, fetchInvoicingSettingsEpic, saveInvoicingSettingsEpic, } from './view/invoicing/settingsView/settingsViewEpics';
 import { runInvoicingSubscriptionActionEpic, } from './view/invoicing/subscriptionAction/subscriptionActionEpic';
 import { fetchMonthClosePerformanceTrendEpic, } from './view/monthEndCloseChecksView/epics/fetchMonthClosePerformanceTrendEpic';
 import { fetchMonthEndCloseChecksEpic, } from './view/monthEndCloseChecksView/epics/fetchMonthEndCloseChecksEpic';
@@ -390,7 +399,6 @@ import { fetchEntityRecommendationsByTransactionIdEpic, } from './view/recommend
 import { fetchEntityRecommendationsForLineUpdateEpic, } from './view/recommendation/fetchEntityRecommendationsForLineUpdateEpic';
 import { fetchRecommendationByEntityIdEpic, } from './view/recommendation/fetchRecommendationByEntityIdEpic';
 import { fetchRecommendationByEntityNameEpic, } from './view/recommendation/fetchRecommendationByEntityNameEpic';
-import { submitRecommendationFeedbackEpic, } from './view/recommendation/submitRecommendationFeedbackEpic';
 import { fetchReferralsEpic, } from './view/referralView/epics/fetchReferralsEpic';
 import { fetchRewardsPlanEpic, } from './view/referralView/epics/fetchRewardsPlanEpic';
 import { resendReferralInviteEpic, } from './view/referralView/epics/resendReferralInviteEpic';
@@ -784,6 +792,7 @@ const ALL_EPICS = [
     createNewSchedulesAccruedEpic,
     createNewSchedulesEpic,
     createNewTaskGroupEpic,
+    createOneTimeAccrualEpic,
     createPaymentInstrumentEpic,
     createSessionAndSubmitEpic,
     createSessionEpic,
@@ -955,6 +964,8 @@ const ALL_EPICS = [
     fetchEntityRecommendationsByTransactionIdEpic,
     fetchEntityRecommendationsForLineUpdateEpic,
     fetchExcludedResourcesEpic,
+    fetchExpenseAutomationActualMatchingEpic,
+    fetchExpenseAutomationActualMatchingPageEpic,
     fetchExpenseAutomationFluxAnalysisViewEpic,
     fetchExpenseAutomationInitializeTransactionCategorizationViewLocalDataEpic,
     fetchExpenseAutomationJeSchedulesEpic,
@@ -1063,6 +1074,7 @@ const ALL_EPICS = [
     fetchOnboardingCustomerSetupViewEpic,
     fetchOnboardingCustomerViewEpic,
     fetchOnboardingViewEpic,
+    fetchOneTimeAccrualEpic,
     fetchOpExByVendorEpic,
     fetchOpExByVendorReportForTimeframeEpic,
     fetchOpExByVendorReportSummaryEpic,
@@ -1217,6 +1229,7 @@ const ALL_EPICS = [
     initializeInvoicingCustomerAddressEpic,
     initializeInvoicingSubscriptionAddressEpic,
     initializeMyProfileLocalDataEpic,
+    initializeNewScheduleEpic,
     initializeOnboardingCustomerViewUpdateDataEpic,
     initializeRemiSetupApproverViewUpdateDataEpic,
     initializeRemiToLocalStoreEpic,
@@ -1238,7 +1251,9 @@ const ALL_EPICS = [
     lockChargeCardsEpic,
     markAsCompleteScheduleDetailEpic,
     markTransactionAsNotMiscategorizedEpic,
+    matchAndReverseAccrualsEpic,
     notifyMeForFeatureEpic,
+    oneTimeAccrualActionsEpic,
     parallelFetchAccountTransactionListEpic,
     parallelFetchClassTransactionListEpic,
     parallelFetchEntityTransactionListEpic,
@@ -1282,6 +1297,7 @@ const ALL_EPICS = [
     retryExpenseAutomationJEScheduleEpic,
     retryInvoicingQboSyncTaskEpic,
     retryOrRefundBillEpic,
+    revertJeScheduleEpic,
     reviewDraftRemisBulkActionEpic,
     reviewExpenseAutomationFluxAnalysisViewEpic,
     revokeCardInviteEpic,
@@ -1317,6 +1333,7 @@ const ALL_EPICS = [
     saveInvoicingSubscriptionEpic,
     saveMagicLinkBankAccountEpic,
     saveNewAddressEpic,
+    saveNewScheduleEpic,
     saveNotificationPreferencesEpic,
     saveNotificationSettingsEpic,
     saveOAuthConnectionEpic,
@@ -1340,7 +1357,10 @@ const ALL_EPICS = [
     saveVendorFirstReviewViewEpic,
     saveVendorsTabVendorEpic,
     scheduleTenantCreditScoreCronEpic,
+    searchMatchAccrualsEpic,
+    searchMatchTransactionsEpic,
     searchTransactionsForManualMatchEpic,
+    searchTransactionsForNewScheduleEpic,
     seedAiCardCreationFormDraftEpic,
     seedAiCardPolicyFormDraftEpic,
     sendCompanyMonthEndReportEpic,
@@ -1362,9 +1382,8 @@ const ALL_EPICS = [
     submitFeedbackEpic,
     submitIntlVerificationEpic,
     submitInvoicingBrandingFormEpic,
-    submitInvoicingQboSettingsEpic,
     submitQuestionEpic,
-    submitRecommendationFeedbackEpic,
+    switchExpenseAutomationJESchedulesTabEpic,
     syncInvoicingSubscriptionCouponsEpic,
     syncTabsAfterAutomatchEpic,
     toggleReportUIOptionForecastModeEpic,