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

package/lib/esm/index.js

@@ -60,7 +60,7 @@ import { getForecast } from './entity/forecast/forecastSelector';
 import { toEntityType, } from './entity/genericEntity/entity';
 import { updateEntities } from './entity/genericEntity/entityReducer';
 import { getEntityByEntityIDs } from './entity/genericEntity/entitySelector';
-import { ALL_SCHEDULES_TYPES, getJEScheduleTransactionKey, toScheduleTypesType, toScheduleTypesTypeStrict, } from './entity/jeSchedules/jeSchedulesTypes';
+import { ALL_JE_SCHEDULE_IGNORE_REASONS, ALL_JE_SCHEDULE_REVERT_REASONS, ALL_ONE_TIME_ACCRUAL_IGNORE_REASONS, ALL_ONE_TIME_ACCRUAL_REVERT_REASONS, ALL_SCHEDULES_TYPES, getJEScheduleTransactionKey, toScheduleTypesType, toScheduleTypesTypeStrict, } from './entity/jeSchedules/jeSchedulesTypes';
 import { ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY, } from './entity/monthEndCloseChecks/monthEndCloseChecksState';
 import { updateCommentsNotifications, updateCommentsNotificationsStatuses, } from './entity/notification/notificationReducer';
 import { toNotificationModeStrict, } from './entity/notification/types/notificationTypes';
@@ -83,7 +83,7 @@ import { isTransferTransaction, } from './entity/transaction/stateTypes/otherTra
 import { toPlatformLineDetailType, } from './entity/transaction/stateTypes/transactionLine';
 import { toTransactionCategory, toTransactionType, toTransactionTypeStrict, } from './entity/transaction/stateTypes/transactionType';
 import { isVendorTransaction, isVendorTransactionWithCustomer, } from './entity/transaction/stateTypes/vendorTransaction';
-import { getSupportedTransactionById } from './entity/transaction/transactionSelector';
+import { getScheduleTransactionById, getSupportedTransactionById, } from './entity/transaction/transactionSelector';
 import { getUserRoleByUserId, getUserRoleByUserIds, } from './entity/userRole/userRoleSelector';
 import { hasBillPayAccessible, hasBillPayFallbackAdminLevelAccess, hasChargeCardAccessible, hasReimbursementAccessible, hasReimbursementUserAccess, hasRemiFallbackAdminLevelAccess, hasTreasuryAccessible, hasZeniAccountsAccessible, isZeniSignedInUser, } from './entity/userRole/userRoleTenantAccess';
 import { getUserRoleMap, hasAICFOAccess, hasAdminLevelAccess, hasAnyCompanyRole, hasAnyFinOpRole, hasBillPayAccess, hasBillPayAdminLevelAccess, hasBookKeepingAdminLevelAccess, hasBookKeepingUserLevelAccess, hasChargeCardAccess, hasChargeCardAdminLevelAccess, hasEmployeeLevelAccess, hasFullOrAdminLevelAccess, hasInvestorBankerLevelAccess, hasInvoicingAdminLevelAccess, hasOnlyBillPayAccess, hasOnlyChargeCardAccess, hasOnlyReimbursementAccess, hasOnlyZeniAccountsAccess, hasReimbursementAccess, hasReimbursementAdminLevelAccess, hasSpendManagementAccess, hasSpendManagementAdminLevelAccess, hasSuperAdminLevelAccess, hasTreasuryAccess, hasTreasuryAdminLevelAccess, hasZeniAccountsAccess, hasZeniAccountsAdminLevelAccess, hasZeniRoleOrCompanyOfficerAccess, isFinOpsUserRoleType, isNonZeniRole, toUserRoleType, toUserRoleTypeStrict, } from './entity/userRole/userRoleType';
@@ -181,20 +181,24 @@ import uploadAccountStatementIntoDocumentAI from './view/expenseAutomationView/e
 import { fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedPeriod, updateCurrentSelectedView, } from './view/expenseAutomationView/expenseAutomationViewReducer';
 import { getExpenseAutomationView } from './view/expenseAutomationView/expenseAutomationViewSelector';
 import { toExpenseAutomationViewType, } from './view/expenseAutomationView/expenseAutomationViewState';
+import { computeNewScheduleJeDetails } from './view/expenseAutomationView/helpers/newScheduleLocalDataHelper';
 import { isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardCreditType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, } from './view/expenseAutomationView/helpers/reconciliationHelpers';
 import { MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, } from './view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper';
+import { clearActualMatchingView as clearExpenseAutomationActualMatchingView, clearMatchNewModal, closeMatchNewModal, fetchActualMatching as fetchExpenseAutomationActualMatching, fetchActualMatchingPage as fetchExpenseAutomationActualMatchingPage, matchAndReverseAccruals, openMatchNewModal, searchMatchAccruals, searchMatchTransactions, updateActualMatchingUIState as updateExpenseAutomationActualMatchingUIState, } from './view/expenseAutomationView/reducers/actualMatchingViewReducer';
 import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFluxAnalysisView, updateFluxAnalysisViewPageMetaData, updateFluxAnalysisViewUIState, updateOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview, } from './view/expenseAutomationView/reducers/fluxAnalysisViewReducer';
-import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryJeSchedule as retryExpenseAutomationJESchedule, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, updateJESchedulesUIState as updateExpenseAutomationJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
+import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, clearSearchTransactionsForNewSchedule as clearJeSearchTransactionsForNewSchedule, createOneTimeAccrual, createOneTimeAccrualFailure, createOneTimeAccrualSuccess, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, fetchOneTimeAccrual, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, ignoreOneTimeAccrual, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeNewSchedule as initializeJeNewSchedule, initializeJeScheduleLocalData, promoteOneTimeAccrual, removeJeScheduleTransactionKey, resetNewScheduleLocalData as resetJeNewScheduleLocalData, retryJeSchedule as retryExpenseAutomationJESchedule, revertJeSchedule, revertOneTimeAccrual, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, saveNewSchedule as saveJeNewSchedule, saveNewScheduleFailure as saveJeNewScheduleFailure, saveNewScheduleSuccess as saveJeNewScheduleSuccess, searchTransactionsForNewSchedule as searchJeTransactionsForNewSchedule, searchTransactionsForNewScheduleFailure as searchJeTransactionsForNewScheduleFailure, searchTransactionsForNewScheduleSuccess as searchJeTransactionsForNewScheduleSuccess, toggleJECreatedGroupCollapsed, toggleJEPendingGroupCollapsed, updateJESchedulesUIState as updateExpenseAutomationJESchedulesUIState, updateJEScheduleTypeFilter, updateNewScheduleLocalData as updateJeNewScheduleLocalData, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
 import { acknowledgeBulkUploadConfirmMatchComplete, bulkUploadAutomatchingTimedOut, bulkUploadReceipts, bulkUploadReceiptsFailure, bulkUploadReceiptsSuccess, clearBulkUpload, clearBulkUploadBatchDetailsForScopeChange, clearManualSearchResults, clearMissingReceiptsTabNavigation, confirmBulkUploadMatch, confirmBulkUploadMatchFailure, confirmBulkUploadMatchSuccess, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsFailure, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, fetchBulkUploadBatchesFailure, fetchBulkUploadBatchesSuccess, fetchCompletedTransactions, fetchCompletedTransactionsFailure, fetchCompletedTransactionsSuccess, fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, markBatchDetailRefreshAttempted, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, pusherBatchStatusUpdate, refreshBatchDetailsForBatchId, requestMissingReceiptsTabNavigation, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, searchTransactionsForManualMatch, searchTransactionsForManualMatchFailure, searchTransactionsForManualMatchSuccess, setBulkUploadCompletedSubTab, setBulkUploadResultsTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, storeBatchDetails, updateBulkUploadProgress, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess, } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
 import { clearStatementDateConflict, confirmStatementMapping, deleteAccountStatement, excludeAccountFromReconciliation, fetchReconciliation as fetchReconciliationView, includeAccountInReconciliation, parseCombinedStatement, parseStatement, parseStatementFailure, parseStatementSuccess, reparseStatement, reparseStatementFailure, reparseStatementSuccess, resetReparseStatementStatus, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, setStatementProcessingDismissedToBackground, submitCombinedStatementUpdate, submitStatementUpdate, updateAccountReconciliationLocalData as updateExpenseAutomationAccountReconciliationLocalData, updateSelectedAccountId as updateExpenseAutomationAccountReconciliationSelectedAccountId, updateSelectedTab as updateExpenseAutomationAccountReconciliationSelectedTab, updateReconListScrollPosition as updateExpenseAutomationReconListScrollPosition, updateReviewTabSortState as updateExpenseAutomationReconReviewTabListSortState, updateReviewTabLocalData as updateExpenseAutomationReconReviewTabLocalData, updateReconcileTabListScrollState as updateExpenseAutomationReconcileTabListScrollState, updateReconcileTabListSortState as updateExpenseAutomationReconcileTabListSortState, updateReconcileTabLocalData as updateExpenseAutomationReconcileTabLocalData, updateSelectedDrawerAccountId as updateExpenseAutomationSelectedDrawerAccountId, updateNodeCollapseState, updateParsedStatementData, updateStatementProcessingBackgroundCompletedSteps, updateStatementProcessingFailed, updateStatementUpdateLocalData, updateStatementUploadChosen, uploadAccountStatement, } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
 import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markCategoryClassRecommendationsFailureForCategorization, markTransactionAsNotMiscategorized, removeTransactionFromAllTabs, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, updateTransactionFilters, updateTransactionGroup, uploadTransactionCategorizationReceiptSuccess, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
 import { getExpenseAutomationFluxAnalysisView } from './view/expenseAutomationView/selectors/fluxAnalysisViewSelector';
+import { getNewAccrualAccountsView as getJeNewAccrualAccountsView, getNewScheduleSearchTransactionsView as getJeNewScheduleSearchTransactionsView, getNewScheduleView as getJeNewScheduleView, } from './view/expenseAutomationView/selectors/jeNewScheduleViewSelector';
 import { getExpenseAutomationReconciliationView, getLedgerAccountsForCombinedStatementMapping, getReparseStatementStatusByAccountId, getUnavailableLedgerAccountIds, isAccountReconReport, } from './view/expenseAutomationView/selectors/reconciliationViewSelector';
 import { getExpenseAutomationTransactionView, getLastTransferEntryReplacement, } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
 import { applyTransactionFilters } from './view/expenseAutomationView/transactionFilterHelpers';
 import { TRANSACTION_FILTER_CATEGORIES, } from './view/expenseAutomationView/transactionFilterTypes';
+import { MATCH_ACCRUAL_SEARCH_LIMIT, MATCH_SEARCH_DEBOUNCE_MS, MATCH_TRANSACTION_SEARCH_PAGE_SIZE, toActualMatchingSortKey as toExpenseAutomationActualMatchingSortKey, toMatchAndReverseResultStatus, } from './view/expenseAutomationView/types/actualMatchingViewState';
 import { DEFAULT_COMPLETED_SUB_TAB, toCompletedSubTab, } from './view/expenseAutomationView/types/completedSubTab';
-import { toJEScheduleMainTab as toExpenseAutomationJEScheduleMainTab, toJEScheduleSortKey as toExpenseAutomationJEScheduleSortKey, } from './view/expenseAutomationView/types/jeSchedulesViewState';
+import { ALL_JE_PAGE_TABS, toJEScheduleSortKey as toExpenseAutomationJEScheduleSortKey, toJEPageTab, } from './view/expenseAutomationView/types/jeSchedulesViewState';
 import { BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toMatchSource, toMissingReceiptsTab, } from './view/expenseAutomationView/types/missingReceiptsViewState';
 import { toMissingReceiptsSortKey as toExpenseAutomationMissingReceiptsSortKey, } from './view/expenseAutomationView/types/missingReceiptsViewState';
 import { toReconciliationTabsType, } from './view/expenseAutomationView/types/reconciliationViewState';
@@ -264,7 +268,7 @@ import { fetchProfitAndLossForTimeframeProjectView, fetchProfitAndLossProjectVie
 import { getProfitAndLossProjectView } from './view/profitAndLossProjectView/profitAndLossProjectViewSelector';
 import { fetchProjectList } from './view/projectList/projectListReducer';
 import { getProjectList, } from './view/projectList/projectListSelector';
-import { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, submitRecommendationFeedback, } from './view/recommendation/recommendationReducer';
+import { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, } from './view/recommendation/recommendationReducer';
 import { DEFAULT_REFERRER_AMOUNT, clearReferrals, fetchReferrals, fetchRewardsPlan, resendReferralInvite, saveReferralFormDataInLocalStore, sendReferralInvite, updateReferViewed, updateReferralListSortUiState, } from './view/referralView/referralReducer';
 import { getInviteFormView, getReferralListView, getRewardsPlanCard, } from './view/referralView/referralSelector';
 import { AmountStatusTypes, StatusTypes, toReferralListViewSortKeyType, } from './view/referralView/referralState';
@@ -483,9 +487,10 @@ export { stringToUnion, stringToUnionStrict };
 export { fetchMonthEndCloseChecks, fetchMonthClosePerformanceTrend, getMonthEndCloseChecksViewByTenantId, ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY, };
 export { 
 // Bulk Upload Types
-BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, DEFAULT_COMPLETED_SUB_TAB, DEFAULT_TRANSACTION_GROUP, TRANSACTION_GROUPS, toTransactionGroup, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, toExpenseAutomationJEScheduleMainTab, toExpenseAutomationJEScheduleSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionGroup, fetchExpenseAutomationMissingReceipts, 
+BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, DEFAULT_COMPLETED_SUB_TAB, DEFAULT_TRANSACTION_GROUP, TRANSACTION_GROUPS, toTransactionGroup, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, ALL_JE_PAGE_TABS, MATCH_ACCRUAL_SEARCH_LIMIT, MATCH_SEARCH_DEBOUNCE_MS, MATCH_TRANSACTION_SEARCH_PAGE_SIZE, toExpenseAutomationJEScheduleSortKey, toExpenseAutomationActualMatchingSortKey, toJEPageTab, toMatchAndReverseResultStatus, toggleJECreatedGroupCollapsed, toggleJEPendingGroupCollapsed, updateJEScheduleTypeFilter, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionGroup, fetchExpenseAutomationMissingReceipts, 
 // Bulk Upload Actions
 bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, clearBulkUploadBatchDetailsForScopeChange, markBatchDetailRefreshAttempted, refreshBatchDetailsForBatchId, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, getExpenseAutomationFluxAnalysisView, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, getLastTransferEntryReplacement, updateFluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, getExpenseAutomationReconciliationView, getLedgerAccountsForCombinedStatementMapping, getReparseStatementStatusByAccountId, getUnavailableLedgerAccountIds, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, getAccountReconByAccountIdAndSelectedPeriod, toReconciliationTabsType, isAccountReconReport, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, updateStatementProcessingFailed, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, toReconciliationAccountSource, deleteAccountStatement, uploadAccountStatement, parseCombinedStatement, parseStatement, parseStatementSuccess, parseStatementFailure, reparseStatement, reparseStatementSuccess, reparseStatementFailure, resetReparseStatementStatus, updateParsedStatementData, updateNodeCollapseState, updateStatementUploadChosen, submitCombinedStatementUpdate, submitStatementUpdate, clearStatementDateConflict, confirmStatementMapping, updateStatementUpdateLocalData, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, setStatementProcessingDismissedToBackground, updateStatementProcessingBackgroundCompletedSteps, };
+export { computeNewScheduleJeDetails, createOneTimeAccrual, createOneTimeAccrualFailure, createOneTimeAccrualSuccess, fetchOneTimeAccrual, getJeNewAccrualAccountsView, ignoreOneTimeAccrual, promoteOneTimeAccrual, revertJeSchedule, revertOneTimeAccrual, getJeNewScheduleSearchTransactionsView, getJeNewScheduleView, };
 export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateTransactionFilters, updateSelectedCheckboxTransactionIds, markCategoryClassRecommendationsFailureForCategorization, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, resetCreateTransferEntryStatus, clearTransferEntryRouteReplacement, fetchAccountsForTransferFlow, removeTransactionFromAllTabs, clearExpenseAutomationTransactionsView, toTransactionsSortKey, };
 export { TOP_EX_TIME_PERIODS };
 export { toTimeframeTick, mapTimePeriodtoTimeframeTick, toTimePeriod, toAbsoluteDay, toMonthYearPeriodId, convertToPeriod, };
@@ -541,7 +546,7 @@ export { toTransactionType, toTransactionTypeStrict, toTransactionCategory, };
 export { defaultVendorCurrency, updateVendors };
 export { isVendorTransaction, isVendorTransactionWithCustomer, };
 export { isTransferTransaction };
-export { getSupportedTransactionById, };
+export { getScheduleTransactionById, getSupportedTransactionById, };
 export { updateLatestTransactionId, parallelFetchAccountTransactionList, parallelFetchEntityTransactionList, fetchAccountTransactionList, updateTransactionListByAccount, updateTransactionListByAccountFailure, updateTransactionListByAccountUIState, parallelFetchClassTransactionList, updateTransactionListByClassUIState, updateTransactionListByClass, parallelFetchProjectTransactionList, updateTransactionListByProjectUIState, updateTransactionListByProject, updateTransactionListUIStateByCategoryType, parallelFetchTransactionListByCategoryType, };
 export { getTransactionListByAccount, getTransactionListUIStateByAccountKey, };
 export { fetchEntityTransactionList, updateTransactionListByEntity, saveTransactionDetailLocalData, clearTransactionDetailSaveStatus, updateTransactionListByEntityFailure, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, saveTransactionDetail, setAllLineItemsLocalDataIsUpdateAllChecked, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetSelectedCustomer, resetVendor, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, addSplitLine, deleteSplitLine, toggleSplitEditMode, };
@@ -629,7 +634,7 @@ export { getSpendManagementEffectiveListPeriod, getSelectedCompanyOfficer, showB
 export { canSendMonthEndEmailReport, shouldEnableCalendarPickerForLastReportSent, };
 export { getInternationalSubConfigCodeKey, BILL_NEW_PAYMENT_METHODS, NEW_INTERNATIONAL_METHOD_SUBTEXT, SWIFT_OUR_INTERNATIONAL_METHOD_SUBTEXT, LOCAL_CURRENCY_INTERNATIONAL_METHOD_SUBTEXT, };
 export { getVendorList, updateSortUiState, updatePageToken, updateYTDSelectionUIState, isColumnYTDSpend, isVendorsTabVisible, toVendorReportIDType, getVendorFiling1099List, fetchVendorsFiling1099Download, };
-export { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, submitRecommendationFeedback, };
+export { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, };
 export { fetchOwnerList };
 export { getZeniAccountsConfigDetail, getZeniAccountList, fetchZeniAccountList, fetchAccountList, createCheckingAccount, fetchPaymentAccountList, unlinkPaymentAccount, getDepositAccountDetail, getAllDepositAccounts, getDepositAccountDetailForPDF, fetchDepositAccount, fetchZeniAccountsConfig, updateTransferMoneyLocalData, updateTransferToLocalData, updateDepositToLocalData, transferMoney, getTransferDetail, clearTransferDetail, clearReviewTransferDetail, fetchReviewTransferDetail, fetchDepositAccountDetail, depositCheck, updateCheckDepositLocalData, clearCheckDeposit, getCheckDepositDetail, updateDepositAccount, fetchDepositAccountHistorySuccess, fetchDepositAccountHistoryFailure, fetchZeniAccStatementPage, getZeniAccStatements, };
 export { fetchDepositAccountTransactionList, getDepositAccountTransactionList, };
@@ -652,9 +657,10 @@ export { updateChargeCardTransactionAttachments, updateChargeCardStatusFromPushe
 export { TIME_SERIES_DURATIONS, convertToTimeSeriesSelectionRange, toTimeSeriesDuration, fetchAggregatedReport, aggregatedReportView, };
 export { fetchApAging, getApAgingReport, updateApAgingUIState, };
 export { fetchApAgingDetail, getApAgingDetailForVendor, updateApAgingDetailUIState, };
-export { clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchExpenseAutomationJESchedulesPage, ignoreExpenseAutomationJESchedule, initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryExpenseAutomationJESchedule, updateExpenseAutomationJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, };
+export { clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, clearJeSearchTransactionsForNewSchedule, fetchExpenseAutomationJESchedulesPage, ignoreExpenseAutomationJESchedule, initializeJeAccountSettingsView, initializeJeNewSchedule, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, resetJeNewScheduleLocalData, retryExpenseAutomationJESchedule, saveJeNewSchedule, saveJeNewScheduleFailure, saveJeNewScheduleSuccess, searchJeTransactionsForNewSchedule, searchJeTransactionsForNewScheduleFailure, searchJeTransactionsForNewScheduleSuccess, updateExpenseAutomationJESchedulesUIState, updateJeNewScheduleLocalData, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, };
+export { clearExpenseAutomationActualMatchingView, closeMatchNewModal, clearMatchNewModal, fetchExpenseAutomationActualMatching, fetchExpenseAutomationActualMatchingPage, matchAndReverseAccruals, openMatchNewModal, searchMatchAccruals, searchMatchTransactions, updateExpenseAutomationActualMatchingUIState, };
 export { createNewSchedulesAccrued, deleteScheduleAccruedDetail, cancelScheduleAccruedJournalEntry, fetchScheduleAccruedDetails, fetchScheduleAccruedDetailsPage, resetJEAccruedLinkInLocalData, saveScheduleAccruedDetails, updateAmountsInScheduleAccruedDetail, updatedJEAccruedLinkWithRecommendedLocalData, updatedJELinkInLocalDataAccruedExpenses, fetchRecommendedTransactionRowIndex, clearSelectedJELinkRowIndex, updateLinkBillExpenseLocalData, updateScheduleAccruedDetailsLocalData, updateSelectedJEAccruedScheduleKey, resetSelectedJEAccruedScheduleKey, resetAccruedDetailNewScheduleState, };
-export { getJEScheduleTransactionKey, ALL_SCHEDULES_TYPES, getScheduleListReport, getAccruedScheduleListReport, fetchScheduleList, fetchAccruedScheduleList, fetchDownloadSchedules, fetchSchedulesAccount, updateScheduleListLocalData, getFetchStateForScheduleAccountList, toScheduleTypesType, toScheduleTypesTypeStrict, toScheduleListTabsFileTypeStrict, toScheduleSubTabType, updateScheduleListSubTab, updateScheduleListSearchText, updateScheduleListScrollState, updateScheduleListSortState, updateSelectedJEScheduleKey, fetchScheduleDetails, getScheduleDetailsView, getAccruedScheduleDetailsView, fetchScheduleDetailsPage, saveScheduleDetails, deleteScheduleDetail, createNewSchedules, updateScheduleDetailsLocalData, updateScheduleListDownloadState, updateAccruedJEScheduleAccruedByListKey, updatedSelectedJELinkRowIndex, getQBOUrlForLink, getThirdPartyIDFromQBOURL, updatedJELinkInLocalData, updateAmountsInScheduleDetail, resetJELinkInLocalData, updatedJELinkWithRecommendedLocalData, getFetchStateForScheduleListByType, getDefaultSelectedTimeframeForScheduleType, markAsCompleteScheduleDetail, resetMarkAsCompleteStatus, fetchVendorTabView, updateVendorTabViewTab, getVendorTabView, };
+export { getJEScheduleTransactionKey, ALL_JE_SCHEDULE_IGNORE_REASONS, ALL_JE_SCHEDULE_REVERT_REASONS, ALL_ONE_TIME_ACCRUAL_IGNORE_REASONS, ALL_ONE_TIME_ACCRUAL_REVERT_REASONS, ALL_SCHEDULES_TYPES, getScheduleListReport, getAccruedScheduleListReport, fetchScheduleList, fetchAccruedScheduleList, fetchDownloadSchedules, fetchSchedulesAccount, updateScheduleListLocalData, getFetchStateForScheduleAccountList, toScheduleTypesType, toScheduleTypesTypeStrict, toScheduleListTabsFileTypeStrict, toScheduleSubTabType, updateScheduleListSubTab, updateScheduleListSearchText, updateScheduleListScrollState, updateScheduleListSortState, updateSelectedJEScheduleKey, fetchScheduleDetails, getScheduleDetailsView, getAccruedScheduleDetailsView, fetchScheduleDetailsPage, saveScheduleDetails, deleteScheduleDetail, createNewSchedules, updateScheduleDetailsLocalData, updateScheduleListDownloadState, updateAccruedJEScheduleAccruedByListKey, updatedSelectedJELinkRowIndex, getQBOUrlForLink, getThirdPartyIDFromQBOURL, updatedJELinkInLocalData, updateAmountsInScheduleDetail, resetJELinkInLocalData, updatedJELinkWithRecommendedLocalData, getFetchStateForScheduleListByType, getDefaultSelectedTimeframeForScheduleType, markAsCompleteScheduleDetail, resetMarkAsCompleteStatus, fetchVendorTabView, updateVendorTabViewTab, getVendorTabView, };
 export { toVendorFirstReviewViewColumnKeyType, getGlobalMerchantAutoCompleteResults, getVendorFirstReviewView, getVendorFirstReviewAttachmentView, fetchVendorFirstReviewView, fetchVendorFirstReviewAttachments, updateVendorFirstReviewViewScrollYOffset, resetVendorFirstReviewLocalData, updateVendorFirstReviewViewPageToken, clearRecentlySavedErroredVendorData, saveVendorFirstReviewView, updateVendorFirstReviewViewLocalData, updateVendorFirstReviewSortUiState, fetchGlobalMerchantAutoCompleteView, clearGlobalMerchantAutoCompleteResults, updateReviewVendorDetailLocalData, saveVendorDetailsView, getVendorDetailSelectorView, };
 export { fetchGlobalMerchantRecommendation, createGlobalMerchant, updateCreateGlobalMerchantLocalData, clearGlobalMerchantView, getGlobalMerchantView, };
 export { approveVendorGlobalReview, rejectVendorGlobalReview, fetchVendorGlobalReviewView, updateSelectedGlobalMerchant, updateVendorGlobalReviewViewUIState, getVendorGlobalReviewView, getTenantMerchantByMerchantId, toVendorGlobalReviewColumnSortKeyType, updateVendorGlobalReviewViewLocalData, };
@@ -849,17 +855,20 @@ export { getInvoicingCatalogItemDetail } from './view/invoicing/invoicingCatalog
 export { getInvoicingPlanById } from './entity/invoicing/plan/planSelector';
 export { getInvoicingProductById } from './entity/invoicing/product/productSelector';
 // ── Invoicing: settings ───────────────────────────────────────────────────────
-export { connectInvoicingStripe, disconnectInvoicingStripe, fetchInvoicingSettings, resetInvoicingBrandingFormDraft, resetInvoicingQboSettingsDraft, resetSaveInvoicingSettings, saveInvoicingSettings, submitInvoicingBrandingForm, submitInvoicingQboSettings, updateInvoicingBrandingFormDraft, updateInvoicingQboSettingsDraft, updateInvoicingSettings, } from './view/invoicing/settingsView/settingsViewReducer';
-export { getInvoicingBrandingFormView, getInvoicingQboSettingsFormView, getInvoicingSettings, getInvoicingSettingsFetchState, getInvoicingSettingsHubView, getInvoicingSettingsView, } from './view/invoicing/settingsView/settingsViewSelector';
-export { entityToInvoicingQboSettingsLocalData, initialInvoicingQboSettingsLocalData, invoicingQboSettingsLocalDataToPayload, } from './view/invoicing/settingsView/invoicingQboSettingsFormConfig';
+export { connectInvoicingStripe, disconnectInvoicingStripe, fetchInvoicingSettings, resetInvoicingBrandingFormDraft, resetSaveInvoicingSettings, saveInvoicingSettings, submitInvoicingBrandingForm, updateInvoicingBrandingFormDraft, updateInvoicingSettings, } from './view/invoicing/settingsView/settingsViewReducer';
+export { getInvoicingBrandingFormView, getInvoicingSettings, getInvoicingSettingsFetchState, getInvoicingSettingsHubView, getInvoicingSettingsView, } from './view/invoicing/settingsView/settingsViewSelector';
 export { INVOICING_BUSINESS_ADDRESS_TYPE, entityToInvoicingBrandingFormLocalData, initialInvoicingBrandingFormLocalData, } from './view/invoicing/settingsView/invoicingBrandingFormConfig';
 export { isStripeConnectedFromSettings } from './view/invoicing/settingsView/invoicingSettingsHelpers';
 // ── Invoicing: QBO integration ────────────────────────────────────────────────
 export { fetchInvoicingAccountingPickers, fetchInvoicingQboConnection, fetchInvoicingQboSyncHealth, retryInvoicingQboSyncTask, startInvoicingQboBackfill, } from './view/invoicing/invoicingQboView/invoicingQboViewReducer';
 export { INVOICING_INCOME_ACCOUNT_TYPES, invoicingAccountsForQboAccountTypes, } from './view/invoicing/invoicingQboView/invoicingQboViewSelector';
 export { getInvoicingQboView } from './view/invoicing/invoicingQboView/invoicingQboViewSelector';
-export { INVOICING_QBO_CUSTOMER_MATCHING_MODES, getInvoicingQboAccountMappingId, toInvoicingNamedOptionsByKey, toInvoicingQboCustomerMatchingMode, } from './entity/invoicing/invoicingCommonPayload';
+export { INVOICING_QBO_CUSTOMER_MATCHING_MODES, getInvoicingQboAccountMappingId, toInvoicingNamedOptionsByKey, toInvoicingQboCustomerMatchingMode, withInvoicingQboAccountMappingId, } from './entity/invoicing/invoicingCommonPayload';
 // ── Invoicing: config ─────────────────────────────────────────────────────────
 export { acceptInvoicingTerms, enableInvoicing, fetchInvoicingConfig, resetInvoicingConfigActionStates, updateInvoicingConfig, } from './view/invoicing/invoicingConfigView/invoicingConfigViewReducer';
 export { getInvoicingConfigView } from './view/invoicing/invoicingConfigView/invoicingConfigViewSelector';
 export { getInvoicingOnboardingGateView } from './view/invoicing/invoicingConfigView/invoicingConfigViewSelector';
+// Accrued JE schedules are not a discriminated union member, so consumers need this guard to
+// narrow a JEScheduleRow before reading baseTransaction / recurringAmount.
+export { getExpenseAutomationJEOneTimeAccrualDetailView, getJEScheduleRowType, isAccruedScheduleRow, isAiAccountantSchedule, isExistingTabRow, isOneTimeAccrualRow, isRenderableOneTimeAccrual, isPendingReviewRow, } from './view/expenseAutomationView/selectors/jeSchedulesViewSelector';
+export { getActualMatchingAmount, getActualMatchingReversalDate, getExpenseAutomationActualMatchingView, isAutoReversedAccrual, isPendingReviewAccrual, } from './view/expenseAutomationView/selectors/actualMatchingViewSelector';

package/lib/esm/reducer.js

@@ -116,6 +116,7 @@ import creditAgentView, { initialState as initialCreditAgentViewState, } from '.
 import dashboard, { initialState as initialDashboardState, } from './view/dashboard/dashboardReducer';
 import dashboardLayout, { initialState as initialDashboardLayoutState, } from './view/dashboardLayout/dashboardLayoutReducer';
 import expenseAutomationView, { initialState as initialExpenseAutomationViewState, } from './view/expenseAutomationView/expenseAutomationViewReducer';
+import expenseAutomationActualMatchingView, { initialState as initialExpenseAutomationActualMatchingViewState, } from './view/expenseAutomationView/reducers/actualMatchingViewReducer';
 import expenseAutomationFluxAnalysisView, { initialState as initialExpenseAutomationFluxAnalysisViewState, } from './view/expenseAutomationView/reducers/fluxAnalysisViewReducer';
 import expenseAutomationJESchedulesView, { initialState as initialExpenseAutomationJESchedulesViewState, } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
 import expenseAutomationMissingReceiptsView, { initialState as initialExpenseAutomationMissingReceiptsViewState, } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
@@ -429,6 +430,7 @@ const initialViewsState = {
     entityAutoCompleteState: initialEntityAutoCompleteState,
     entityRecommendationState: initialEntityRecommendationState,
     expenseAutomationFluxAnalysisViewState: initialExpenseAutomationFluxAnalysisViewState,
+    expenseAutomationActualMatchingViewState: initialExpenseAutomationActualMatchingViewState,
     expenseAutomationJESchedulesViewState: initialExpenseAutomationJESchedulesViewState,
     expenseAutomationMissingReceiptsViewState: initialExpenseAutomationMissingReceiptsViewState,
     expenseAutomationReconciliationViewState: initialExpenseAutomationReconciliationViewState,
@@ -723,6 +725,7 @@ const viewReducers = {
     entityAutoCompleteState: entityAutoComplete,
     entityRecommendationState: recommendation,
     expenseAutomationFluxAnalysisViewState: expenseAutomationFluxAnalysisView,
+    expenseAutomationActualMatchingViewState: expenseAutomationActualMatchingView,
     expenseAutomationJESchedulesViewState: expenseAutomationJESchedulesView,
     expenseAutomationMissingReceiptsViewState: expenseAutomationMissingReceiptsView,
     expenseAutomationReconciliationViewState: expenseAutomationReconciliationView,

package/lib/esm/view/expenseAutomationView/epics/actualMatching/fetchActualMatchingEpic.js

@@ -0,0 +1,46 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap, takeUntil } from 'rxjs/operators';
+import { updateJEOneTimeAccruals } from '../../../../entity/jeSchedules/jeSchedulesReducer';
+import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { clearAll } from '../../../../rootActions';
+import { toServiceMonthFromPeriod, } from '../../payload/actualMatchingPayload';
+import { fetchActualMatching, fetchActualMatchingFailure, fetchActualMatchingSuccess, } from '../../reducers/actualMatchingViewReducer';
+export const fetchActualMatchingEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchActualMatching.match), mergeMap((action) => {
+    const state = state$.value;
+    const { period, refreshViewInBackground } = action.payload;
+    const currentTenant = getCurrentTenant(state);
+    const selectedPeriod = state.expenseAutomationViewState
+        .selectedPeriodByTenantId[currentTenant.tenantId] ?? {
+        month: period.start.month,
+        year: period.start.year,
+    };
+    const serviceMonth = toServiceMonthFromPeriod(period);
+    return zeniAPI
+        .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals?service_month=${encodeURIComponent(serviceMonth)}&view=actual_matching`)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            const accruals = response.data.accruals ?? [];
+            const updateActions = [];
+            if (accruals.length > 0) {
+                updateActions.push(updateJEOneTimeAccruals(accruals));
+            }
+            updateActions.push(fetchActualMatchingSuccess({
+                accruals,
+                selectedPeriod,
+                refreshViewInBackground,
+            }));
+            return from(updateActions);
+        }
+        return of(fetchActualMatchingFailure({
+            status: response.status,
+            selectedPeriod,
+            refreshViewInBackground,
+        }));
+    }), catchError((error) => of(fetchActualMatchingFailure({
+        status: createZeniAPIStatus('Unexpected Error', 'fetch actual matching REST API call errored out' +
+            JSON.stringify(error)),
+        selectedPeriod,
+        refreshViewInBackground,
+    }))), takeUntil(actions$.pipe(filter(clearAll.match))));
+}));

package/lib/esm/view/expenseAutomationView/epics/actualMatching/fetchActualMatchingPageEpic.js

@@ -0,0 +1,7 @@
+import { of } from 'rxjs';
+import { filter, mergeMap } from 'rxjs/operators';
+import { fetchActualMatching, fetchActualMatchingPage, } from '../../reducers/actualMatchingViewReducer';
+export const fetchActualMatchingPageEpic = (actions$) => actions$.pipe(filter(fetchActualMatchingPage.match), mergeMap((action) => {
+    const { period, refreshViewInBackground } = action.payload;
+    return of(fetchActualMatching(period, refreshViewInBackground));
+}));

package/lib/esm/view/expenseAutomationView/epics/actualMatching/matchAndReverseAccrualsEpic.js

@@ -0,0 +1,50 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap, takeUntil } from 'rxjs/operators';
+import { convertToPeriod, toAbsoluteDay, } from '../../../../commonStateTypes/timePeriod';
+import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { clearAll } from '../../../../rootActions';
+import { toMatchAndReverseResult, } from '../../payload/actualMatchingPayload';
+import { clearMatchNewModal, fetchActualMatching, matchAndReverseAccruals, matchAndReverseAccrualsFailure, matchAndReverseAccrualsSuccess, } from '../../reducers/actualMatchingViewReducer';
+function refreshActualMatchingList(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 [fetchActualMatching({ start, end }, true)];
+}
+export const matchAndReverseAccrualsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(matchAndReverseAccruals.match), mergeMap((action) => {
+    const { transactionId, transactionIntegrationId, transactionType, lineId, accrualIds, } = action.payload;
+    const body = {
+        transaction_id: transactionId,
+        transaction_integration_id: transactionIntegrationId,
+        transaction_type: transactionType,
+        line_id: lineId,
+        accrual_ids: accrualIds,
+    };
+    return zeniAPI
+        .postAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/match-and-reverse`, body)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            const results = (response.data.results ?? []).map(toMatchAndReverseResult);
+            const successActions = [
+                matchAndReverseAccrualsSuccess({ results }),
+            ];
+            const anyReversed = results.some((result) => result.status === 'reversed');
+            if (anyReversed) {
+                successActions.push(...refreshActualMatchingList(state$.value), clearMatchNewModal());
+            }
+            return from(successActions);
+        }
+        return of(matchAndReverseAccrualsFailure({ status: response.status }));
+    }), catchError((error) => of(matchAndReverseAccrualsFailure({
+        status: createZeniAPIStatus('Unexpected Error', 'Match and reverse accruals REST API call errored out' +
+            JSON.stringify(error)),
+    }))), takeUntil(actions$.pipe(filter(clearAll.match))));
+}));

package/lib/esm/view/expenseAutomationView/epics/actualMatching/searchMatchAccrualsEpic.js

@@ -0,0 +1,44 @@
+import { from, merge, of } from 'rxjs';
+import { catchError, debounceTime, filter, mergeMap, switchMap, } from 'rxjs/operators';
+import { updateJEOneTimeAccruals } from '../../../../entity/jeSchedules/jeSchedulesReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { searchMatchAccruals, searchMatchAccrualsFailure, searchMatchAccrualsSuccess, } from '../../reducers/actualMatchingViewReducer';
+import { MATCH_ACCRUAL_SEARCH_LIMIT, MATCH_SEARCH_DEBOUNCE_MS, } from '../../types/actualMatchingViewState';
+export const searchMatchAccrualsEpic = (actions$, _state$, zeniAPI) => {
+    const searchActions$ = actions$.pipe(filter(searchMatchAccruals.match));
+    const pagination$ = searchActions$.pipe(filter((action) => action.payload.pageToken != null));
+    const newSearchDebounced$ = searchActions$.pipe(filter((action) => action.payload.pageToken == null), debounceTime(MATCH_SEARCH_DEBOUNCE_MS));
+    return merge(pagination$, newSearchDebounced$).pipe(switchMap((action) => {
+        const { query, pageToken } = action.payload;
+        const offset = pageToken != null && pageToken.length > 0 ? Number(pageToken) : 0;
+        const searchText = encodeURIComponent(query);
+        const limit = MATCH_ACCRUAL_SEARCH_LIMIT;
+        return zeniAPI
+            .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals?status=posted&reversal_policy=on_bill_match&search_text=${searchText}&limit=${limit}&offset=${offset}`)
+            .pipe(mergeMap((response) => {
+            if (isSuccessResponse(response) && response.data != null) {
+                const accruals = response.data.accruals ?? [];
+                const append = pageToken != null;
+                const nextOffset = offset + accruals.length;
+                const total = response.data.total ?? nextOffset;
+                const nextPageToken = nextOffset < total ? String(nextOffset) : null;
+                const actionsOut = [];
+                if (accruals.length > 0) {
+                    actionsOut.push(updateJEOneTimeAccruals(accruals));
+                }
+                actionsOut.push(searchMatchAccrualsSuccess({
+                    append,
+                    nextPageToken,
+                    results: accruals,
+                }));
+                return from(actionsOut);
+            }
+            return of(searchMatchAccrualsFailure({
+                error: response.status,
+            }));
+        }), catchError((error) => of(searchMatchAccrualsFailure({
+            error: createZeniAPIStatus('Unexpected Error', 'Search match accruals REST API call errored out' +
+                JSON.stringify(error)),
+        }))));
+    }));
+};

package/lib/esm/view/expenseAutomationView/epics/actualMatching/searchMatchTransactionsEpic.js

@@ -0,0 +1,44 @@
+import { from, merge, of } from 'rxjs';
+import { catchError, debounceTime, filter, mergeMap, switchMap, } from 'rxjs/operators';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { toActualMatchingTransactionSearchResult, } from '../../payload/actualMatchingPayload';
+import { openMatchNewModal, searchMatchAccruals, searchMatchTransactions, searchMatchTransactionsFailure, searchMatchTransactionsSuccess, } from '../../reducers/actualMatchingViewReducer';
+import { MATCH_SEARCH_DEBOUNCE_MS, MATCH_TRANSACTION_SEARCH_PAGE_SIZE, } from '../../types/actualMatchingViewState';
+export const searchMatchTransactionsEpic = (actions$, _state$, zeniAPI) => {
+    const openModal$ = actions$.pipe(filter(openMatchNewModal.match), mergeMap(() => from([
+        searchMatchTransactions({ query: '' }),
+        searchMatchAccruals({ query: '' }),
+    ])));
+    const searchActions$ = actions$.pipe(filter(searchMatchTransactions.match));
+    const pagination$ = searchActions$.pipe(filter((action) => action.payload.pageToken != null));
+    const newSearchDebounced$ = searchActions$.pipe(filter((action) => action.payload.pageToken == null), debounceTime(MATCH_SEARCH_DEBOUNCE_MS));
+    const search$ = merge(pagination$, newSearchDebounced$).pipe(switchMap((action) => {
+        const { query, pageToken } = action.payload;
+        const queryParam = {
+            search_text: query,
+            page_size: MATCH_TRANSACTION_SEARCH_PAGE_SIZE,
+            ...(pageToken != null ? { page_token: pageToken } : {}),
+        };
+        return zeniAPI
+            .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/match-transaction-search?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
+            .pipe(mergeMap((response) => {
+            if (isSuccessResponse(response) && response.data != null) {
+                const { transactions, next_page_token } = response.data;
+                const append = pageToken != null;
+                const results = (transactions ?? []).map(toActualMatchingTransactionSearchResult);
+                return of(searchMatchTransactionsSuccess({
+                    append,
+                    nextPageToken: next_page_token ?? null,
+                    results,
+                }));
+            }
+            return of(searchMatchTransactionsFailure({
+                error: response.status,
+            }));
+        }), catchError((error) => of(searchMatchTransactionsFailure({
+            error: createZeniAPIStatus('Unexpected Error', 'Search match transactions REST API call errored out' +
+                JSON.stringify(error)),
+        }))));
+    }));
+    return merge(openModal$, search$);
+};

package/lib/esm/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.js

@@ -3,11 +3,13 @@ import { filter, switchMap } from 'rxjs/operators';
 import { convertToPeriod, toAbsoluteDay, toMonthYearPeriodId, } from '../../../../commonStateTypes/timePeriod';
 import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
 import { fetchAllExpenseAutomationTabs } from '../../expenseAutomationViewReducer';
+import { fetchActualMatchingPage } from '../../reducers/actualMatchingViewReducer';
 import { fetchFluxAnalysisView } from '../../reducers/fluxAnalysisViewReducer';
 import { fetchJeSchedulesPage } from '../../reducers/jeSchedulesViewReducer';
 import { fetchMissingReceipts } from '../../reducers/missingReceiptsViewReducer';
 import { fetchReconciliation } from '../../reducers/reconciliationViewReducer';
 import { fetchTransactionCategorizationView } from '../../reducers/transactionsViewReducer';
+import { getJESchedulePeriodTabKey } from '../../types/jeSchedulesViewState';
 export const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.pipe(filter(fetchAllExpenseAutomationTabs.match), switchMap((action) => {
     const { cacheOverride, refreshViewInBackground } = action.payload;
     const state = state$.value;
@@ -30,11 +32,14 @@ export const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.
     }
     if (cacheOverride === true) {
         const actions = [];
+        const selectedPageTab = state.expenseAutomationJESchedulesViewState.uiState.selectedPageTab;
         actions.push(fetchTransactionCategorizationView(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, cacheOverride, false, undefined, undefined, refreshViewInBackground, false), fetchMissingReceipts({ start: timePeriodStart, end: timePeriodEnd }, {
             amount: 75.0,
             currencyCode: 'USD',
             currencySymbol: '$',
-        }, cacheOverride, refreshViewInBackground), fetchFluxAnalysisView(selectedPeriod, cacheOverride, refreshViewInBackground, null), fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
+        }, cacheOverride, refreshViewInBackground), fetchFluxAnalysisView(selectedPeriod, cacheOverride, refreshViewInBackground, null), selectedPageTab === 'actual_matching'
+            ? fetchActualMatchingPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride)
+            : fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
         if (reconciliationEnabled) {
             actions.push(fetchReconciliation(selectedPeriod, undefined, cacheOverride, refreshViewInBackground));
         }
@@ -59,15 +64,30 @@ export const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.
                 state.expenseAutomationFluxAnalysisViewState.groupsBySelectedPeriod[monthYearPeriodId] == null)) {
             fetchActions.push(fetchFluxAnalysisView(selectedPeriod, cacheOverride, refreshViewInBackground, null));
         }
-        if (state.expenseAutomationJESchedulesViewState.fetchState !==
-            'In-Progress' &&
-            (!state.expenseAutomationJESchedulesViewState.hasValidState() ||
-                state.expenseAutomationJESchedulesViewState
-                    .jeScheduleTransactionKeysByPeriod[monthYearPeriodId] == null ||
-                state.expenseAutomationJESchedulesViewState
-                    .failedJeScheduleTransactionKeysByPeriod[monthYearPeriodId] ==
-                    null)) {
-            fetchActions.push(fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
+        // The two JE tabs cache separately, so only the tab actually being shown decides whether a
+        // fetch is still needed. Actual Matching is a third tab on the same page with its own
+        // endpoint and cache slot.
+        const selectedPageTab = state.expenseAutomationJESchedulesViewState.uiState.selectedPageTab;
+        if (selectedPageTab === 'actual_matching') {
+            const actualMatchingPeriodKeys = state.expenseAutomationActualMatchingViewState.accrualKeysByPeriod[monthYearPeriodId];
+            if (state.expenseAutomationActualMatchingViewState.fetchState !==
+                'In-Progress' &&
+                (!state.expenseAutomationActualMatchingViewState.hasValidState() ||
+                    actualMatchingPeriodKeys == null)) {
+                fetchActions.push(fetchActualMatchingPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
+            }
+        }
+        else {
+            const jeSchedulesPeriodTabKey = getJESchedulePeriodTabKey(selectedPageTab, monthYearPeriodId);
+            if (state.expenseAutomationJESchedulesViewState.fetchState !==
+                'In-Progress' &&
+                (!state.expenseAutomationJESchedulesViewState.hasValidState() ||
+                    state.expenseAutomationJESchedulesViewState
+                        .jeScheduleTransactionKeysByPeriodAndTab[jeSchedulesPeriodTabKey] == null ||
+                    state.expenseAutomationJESchedulesViewState
+                        .failedJeScheduleTransactionKeysByPeriodAndTab[jeSchedulesPeriodTabKey] == null)) {
+                fetchActions.push(fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
+            }
         }
         if (state.expenseAutomationReconciliationViewState.fetchState !==
             'In-Progress' &&

package/lib/esm/view/expenseAutomationView/epics/common/refreshExpenseAutomationCurrentTabEpic.js

@@ -4,6 +4,7 @@ import { convertToPeriod, toAbsoluteDay, } from '../../../../commonStateTypes/ti
 import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
 import { fetchCompanyMonthEndReportTemplates, fetchCompanyMonthEndReportView, } from '../../../companyMonthEndReportView/companyMonthEndReportViewReducer';
 import { refreshExpenseAutomationCurrentTab } from '../../expenseAutomationViewReducer';
+import { fetchActualMatchingPage } from '../../reducers/actualMatchingViewReducer';
 import { fetchFluxAnalysisView } from '../../reducers/fluxAnalysisViewReducer';
 import { fetchJeSchedulesPage } from '../../reducers/jeSchedulesViewReducer';
 import { fetchMissingReceipts } from '../../reducers/missingReceiptsViewReducer';
@@ -38,10 +39,17 @@ export const refreshExpenseAutomationCurrentTabEpic = (actions$, state$) => acti
             return from([
                 fetchFluxAnalysisView(selectedPeriod, true, true, null),
             ]);
-        case 'je_schedules':
+        case 'je_schedules': {
+            const selectedPageTab = state.expenseAutomationJESchedulesViewState.uiState.selectedPageTab;
+            if (selectedPageTab === 'actual_matching') {
+                return from([
+                    fetchActualMatchingPage({ start: timePeriodStart, end: timePeriodEnd }, true),
+                ]);
+            }
             return from([
                 fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, true),
             ]);
+        }
         case 'month_end_insights':
             return from([
                 fetchCompanyMonthEndReportView(true, companyId, currentTenant.tenantId, period.end, true),

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

@@ -14,6 +14,14 @@ export const fetchJeSchedulesPageEpic = (actions$, state$) => actions$.pipe(filt
         jeSchedulePageActions.push(fetchAccountList(accountType.accountListKey, true, false, false, false, accountType.allowedAccountList));
     }
     jeSchedulePageActions.push(fetchJeSchedules(period, refreshViewInBackground));
-    jeSchedulePageActions.push(initializeAccountSettingsView());
+    // Only on the first page load. Account settings cannot change from a tab switch or a
+    // refresh, and re-initializing puts accountSettingsView back to 'In-Progress' -- which the
+    // page reads as "still loading" and answers with a full skeleton over rows it already has.
+    // The action also resets localData, so re-dispatching it blindly would empty the settings
+    // form until the refetch lands. Saving account settings still re-initializes explicitly.
+    if (!state$.value.expenseAutomationJESchedulesViewState.accountSettings
+        .hasLoadedAccountSettings) {
+        jeSchedulePageActions.push(initializeAccountSettingsView());
+    }
     return concat(from(jeSchedulePageActions));
 }));

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

@@ -1,9 +1,12 @@
 import { from, of } from 'rxjs';
-import { catchError, filter, mergeMap } from 'rxjs/operators';
-import { toString } from '../../../../commonStateTypes/timePeriod';
-import { updateJESchedules, updateJESchedulesDetails, } from '../../../../entity/jeSchedules/jeSchedulesReducer';
+import { catchError, filter, mergeMap, takeUntil } from 'rxjs/operators';
+import { DEFAULT_DATE_FORMAT } from '../../../../commonStateTypes/timePeriod';
+import { toAbsoluteDay, toString } from '../../../../commonStateTypes/timePeriod';
+import { updateAccruedJESchedules, updateAccruedJESchedulesDetails, updateJEOneTimeAccruals, updateJESchedules, updateJESchedulesDetails, } from '../../../../entity/jeSchedules/jeSchedulesReducer';
 import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { clearAll } from '../../../../rootActions';
+import { date } from '../../../../zeniDayJS';
 import { fetchJeSchedules, fetchJeSchedulesFailure, fetchJeSchedulesSuccess, initializeJeScheduleLocalData, } from '../../reducers/jeSchedulesViewReducer';
 export const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchJeSchedules.match), mergeMap((action) => {
     const state = state$.value;
@@ -11,27 +14,54 @@ export const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe
     const { period, refreshViewInBackground } = action.payload;
     const currentTenant = getCurrentTenant(state);
     const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
+    const { selectedPageTab } = state.expenseAutomationJESchedulesViewState.uiState;
+    const isClosePeriodTab = selectedPageTab === 'schedules';
+    const existingEndDate = toAbsoluteDay(date(toString(period.start))
+        .subtract(1, 'month')
+        .endOf('month')
+        .format(DEFAULT_DATE_FORMAT));
     const queryParam = {
         start_date: toString(period.start),
-        end_date: toString(period.end),
+        end_date: isClosePeriodTab || existingEndDate == null
+            ? toString(period.end)
+            : toString(existingEndDate),
+        include_accrued: true,
+        ...(isClosePeriodTab
+            ? { close_period_start_date: toString(period.start) }
+            : {}),
     };
     return zeniAPI
         .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expenses_automation/je_schedules?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
         .pipe(mergeMap((response) => {
         if (isSuccessResponse(response) && response.data != null) {
             const updateActions = [];
+            const accruedJeSchedules = response.data.accrued_je_schedules?.je_schedules ?? [];
+            const oneTimeAccruals = response.data.one_time_accruals ?? [];
             updateActions.push(updateJESchedules([
                 ...response.data.je_schedules,
                 ...response.data.failed_je_postings.je_schedules,
             ]), updateJESchedulesDetails([...response.data.failed_je_postings.je_schedules], response.data.failed_je_postings.scheduled_journal_entries), initializeJeScheduleLocalData([
                 ...response.data.failed_je_postings.je_schedules,
             ]));
+            if (accruedJeSchedules.length > 0) {
+                updateActions.push(updateAccruedJESchedules(accruedJeSchedules), updateAccruedJESchedulesDetails(accruedJeSchedules, response.data.accrued_je_schedules
+                    ?.scheduled_journal_entries));
+            }
+            if (oneTimeAccruals.length > 0) {
+                // Single action, unlike the accrued pair above: this one writes the entity
+                // directly because an accrual denormalizes its vendor, accounts and classes, so
+                // there is no fan-out fetch to trigger.
+                updateActions.push(updateJEOneTimeAccruals(oneTimeAccruals));
+            }
             updateActions.push(fetchJeSchedulesSuccess({
                 jeSchedules: [...response.data.je_schedules],
                 failedJeSchedules: [
                     ...response.data.failed_je_postings.je_schedules,
                 ],
+                accruedJeSchedules: accruedJeSchedules,
+                oneTimeAccruals: oneTimeAccruals,
                 selectedPeriod: selectedPeriod,
+                selectedPageTab: selectedPageTab,
                 refreshViewInBackground: refreshViewInBackground,
             }));
             return from(updateActions);
@@ -40,11 +70,17 @@ export const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe
             return of(fetchJeSchedulesFailure({
                 status: response.status,
                 selectedPeriod,
+                selectedPageTab,
             }));
         }
     }), catchError((error) => of(fetchJeSchedulesFailure({
         status: createZeniAPIStatus('Unexpected Error', 'fetch JE schedules REST API call errored out' +
             JSON.stringify(error)),
         selectedPeriod,
-    }))));
+        selectedPageTab,
+    }))), 
+    // A tenant switch clears the store while this request is still in flight. Without this
+    // the old tenant's rows are written back into the freshly cleared store and stay on
+    // screen under the new tenant until a manual refresh.
+    takeUntil(actions$.pipe(filter(clearAll.match))));
 }));