@zeniai/client-epic-state 5.2.11-beta0ND → 5.2.11-betaAM2

package/lib/reducer.d.ts

@@ -65,6 +65,7 @@ declare const reducers: import("redux").Reducer<import("redux").CombinedState<{
     entityAutoCompleteState: import("./view/autoComplete/entityAutoCompleteState").EntityAutoCompleteState;
     entityRecommendationState: import("./view/recommendation/recommendationState").EntityRecommendationState;
     expenseAutomationFluxAnalysisViewState: import("./view/expenseAutomationView/types/fluxAnalysisViewState").FluxAnalysisViewState;
+    expenseAutomationActualMatchingViewState: import("./view/expenseAutomationView/types/actualMatchingViewState").ActualMatchingViewState;
     expenseAutomationJESchedulesViewState: import("./view/expenseAutomationView/types/jeSchedulesViewState").JESchedulesViewState;
     expenseAutomationMissingReceiptsViewState: import(".").ExpenseAutomationMissingReceiptsViewState;
     expenseAutomationReconciliationViewState: import("./view/expenseAutomationView/types/reconciliationViewState").ReconciliationViewState;

package/lib/reducer.js

@@ -155,6 +155,7 @@ const creditAgentViewReducer_1 = __importStar(require("./view/creditAgentView/cr
 const dashboardReducer_1 = __importStar(require("./view/dashboard/dashboardReducer"));
 const dashboardLayoutReducer_1 = __importStar(require("./view/dashboardLayout/dashboardLayoutReducer"));
 const expenseAutomationViewReducer_1 = __importStar(require("./view/expenseAutomationView/expenseAutomationViewReducer"));
+const actualMatchingViewReducer_1 = __importStar(require("./view/expenseAutomationView/reducers/actualMatchingViewReducer"));
 const fluxAnalysisViewReducer_1 = __importStar(require("./view/expenseAutomationView/reducers/fluxAnalysisViewReducer"));
 const jeSchedulesViewReducer_1 = __importStar(require("./view/expenseAutomationView/reducers/jeSchedulesViewReducer"));
 const missingReceiptsViewReducer_1 = __importStar(require("./view/expenseAutomationView/reducers/missingReceiptsViewReducer"));
@@ -468,6 +469,7 @@ const initialViewsState = {
     entityAutoCompleteState: entityAutoCompleteReducer_1.initialState,
     entityRecommendationState: recommendationReducer_1.initialState,
     expenseAutomationFluxAnalysisViewState: fluxAnalysisViewReducer_1.initialState,
+    expenseAutomationActualMatchingViewState: actualMatchingViewReducer_1.initialState,
     expenseAutomationJESchedulesViewState: jeSchedulesViewReducer_1.initialState,
     expenseAutomationMissingReceiptsViewState: missingReceiptsViewReducer_1.initialState,
     expenseAutomationReconciliationViewState: reconciliationViewReducer_1.initialState,
@@ -762,6 +764,7 @@ const viewReducers = {
     entityAutoCompleteState: entityAutoCompleteReducer_1.default,
     entityRecommendationState: recommendationReducer_1.default,
     expenseAutomationFluxAnalysisViewState: fluxAnalysisViewReducer_1.default,
+    expenseAutomationActualMatchingViewState: actualMatchingViewReducer_1.default,
     expenseAutomationJESchedulesViewState: jeSchedulesViewReducer_1.default,
     expenseAutomationMissingReceiptsViewState: missingReceiptsViewReducer_1.default,
     expenseAutomationReconciliationViewState: reconciliationViewReducer_1.default,

package/lib/rootStateTypes.d.ts

@@ -114,6 +114,7 @@ import { CreditAgentViewState } from './view/creditAgentView/creditAgentViewStat
 import { DashboardState } from './view/dashboard/dashboardState';
 import { DashboardLayoutState } from './view/dashboardLayout/dashboardLayoutState';
 import { ExpenseAutomationViewState } from './view/expenseAutomationView/expenseAutomationViewState';
+import { ActualMatchingViewState as ExpenseAutomationActualMatchingViewState } from './view/expenseAutomationView/types/actualMatchingViewState';
 import { FluxAnalysisViewState as ExpenseAutomationFluxAnalysisViewState } from './view/expenseAutomationView/types/fluxAnalysisViewState';
 import { JESchedulesViewState as ExpenseAutomationJESchedulesViewState } from './view/expenseAutomationView/types/jeSchedulesViewState';
 import { MissingReceiptsViewState as ExpenseAutomationMissingReceiptsViewState } from './view/expenseAutomationView/types/missingReceiptsViewState';
@@ -429,6 +430,7 @@ export type ViewsState = {
     editRemiDetailViewState: EditRemiDetailViewState;
     entityAutoCompleteState: EntityAutoCompleteState;
     entityRecommendationState: EntityRecommendationState;
+    expenseAutomationActualMatchingViewState: ExpenseAutomationActualMatchingViewState;
     expenseAutomationFluxAnalysisViewState: ExpenseAutomationFluxAnalysisViewState;
     expenseAutomationJESchedulesViewState: ExpenseAutomationJESchedulesViewState;
     expenseAutomationMissingReceiptsViewState: ExpenseAutomationMissingReceiptsViewState;

package/lib/view/expenseAutomationView/epics/actualMatching/fetchActualMatchingEpic.d.ts

@@ -0,0 +1,9 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { updateJEOneTimeAccruals } from '../../../../entity/jeSchedules/jeSchedulesReducer';
+import { clearAll } from '../../../../rootActions';
+import { RootState } from '../../../../rootStateTypes';
+import { ZeniAPI } from '../../../../zeniAPI';
+import { fetchActualMatching, fetchActualMatchingFailure, fetchActualMatchingSuccess } from '../../reducers/actualMatchingViewReducer';
+export type ActionType = ReturnType<typeof clearAll> | ReturnType<typeof fetchActualMatching> | ReturnType<typeof fetchActualMatchingFailure> | ReturnType<typeof fetchActualMatchingSuccess> | ReturnType<typeof updateJEOneTimeAccruals>;
+export declare const fetchActualMatchingEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -0,0 +1,50 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchActualMatchingEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const jeSchedulesReducer_1 = require("../../../../entity/jeSchedules/jeSchedulesReducer");
+const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
+const responsePayload_1 = require("../../../../responsePayload");
+const rootActions_1 = require("../../../../rootActions");
+const actualMatchingPayload_1 = require("../../payload/actualMatchingPayload");
+const actualMatchingViewReducer_1 = require("../../reducers/actualMatchingViewReducer");
+const fetchActualMatchingEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(actualMatchingViewReducer_1.fetchActualMatching.match), (0, operators_1.mergeMap)((action) => {
+    const state = state$.value;
+    const { period, refreshViewInBackground } = action.payload;
+    const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
+    const selectedPeriod = state.expenseAutomationViewState
+        .selectedPeriodByTenantId[currentTenant.tenantId] ?? {
+        month: period.start.month,
+        year: period.start.year,
+    };
+    const serviceMonth = (0, actualMatchingPayload_1.toServiceMonthFromPeriod)(period);
+    return zeniAPI
+        .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals?service_month=${encodeURIComponent(serviceMonth)}&view=actual_matching`)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+            const accruals = response.data.accruals ?? [];
+            const updateActions = [];
+            if (accruals.length > 0) {
+                updateActions.push((0, jeSchedulesReducer_1.updateJEOneTimeAccruals)(accruals));
+            }
+            updateActions.push((0, actualMatchingViewReducer_1.fetchActualMatchingSuccess)({
+                accruals,
+                selectedPeriod,
+                refreshViewInBackground,
+            }));
+            return (0, rxjs_1.from)(updateActions);
+        }
+        return (0, rxjs_1.of)((0, actualMatchingViewReducer_1.fetchActualMatchingFailure)({
+            status: response.status,
+            selectedPeriod,
+            refreshViewInBackground,
+        }));
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, actualMatchingViewReducer_1.fetchActualMatchingFailure)({
+        status: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'fetch actual matching REST API call errored out' +
+            JSON.stringify(error)),
+        selectedPeriod,
+        refreshViewInBackground,
+    }))), (0, operators_1.takeUntil)(actions$.pipe((0, operators_1.filter)(rootActions_1.clearAll.match))));
+}));
+exports.fetchActualMatchingEpic = fetchActualMatchingEpic;

package/lib/view/expenseAutomationView/epics/actualMatching/fetchActualMatchingPageEpic.d.ts

@@ -0,0 +1,5 @@
+import { ActionsObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { fetchActualMatching, fetchActualMatchingPage } from '../../reducers/actualMatchingViewReducer';
+export type ActionType = ReturnType<typeof fetchActualMatching> | ReturnType<typeof fetchActualMatchingPage>;
+export declare const fetchActualMatchingPageEpic: (actions$: ActionsObservable<ActionType>) => Observable<ActionType>;

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

@@ -0,0 +1,11 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchActualMatchingPageEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const actualMatchingViewReducer_1 = require("../../reducers/actualMatchingViewReducer");
+const fetchActualMatchingPageEpic = (actions$) => actions$.pipe((0, operators_1.filter)(actualMatchingViewReducer_1.fetchActualMatchingPage.match), (0, operators_1.mergeMap)((action) => {
+    const { period, refreshViewInBackground } = action.payload;
+    return (0, rxjs_1.of)((0, actualMatchingViewReducer_1.fetchActualMatching)(period, refreshViewInBackground));
+}));
+exports.fetchActualMatchingPageEpic = fetchActualMatchingPageEpic;

package/lib/view/expenseAutomationView/epics/actualMatching/matchAndReverseAccrualsEpic.d.ts

@@ -0,0 +1,8 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { clearAll } from '../../../../rootActions';
+import { RootState } from '../../../../rootStateTypes';
+import { ZeniAPI } from '../../../../zeniAPI';
+import { clearMatchNewModal, fetchActualMatching, matchAndReverseAccruals, matchAndReverseAccrualsFailure, matchAndReverseAccrualsSuccess } from '../../reducers/actualMatchingViewReducer';
+export type ActionType = ReturnType<typeof clearAll> | ReturnType<typeof clearMatchNewModal> | ReturnType<typeof fetchActualMatching> | ReturnType<typeof matchAndReverseAccruals> | ReturnType<typeof matchAndReverseAccrualsFailure> | ReturnType<typeof matchAndReverseAccrualsSuccess>;
+export declare const matchAndReverseAccrualsEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -0,0 +1,54 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.matchAndReverseAccrualsEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const timePeriod_1 = require("../../../../commonStateTypes/timePeriod");
+const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
+const responsePayload_1 = require("../../../../responsePayload");
+const rootActions_1 = require("../../../../rootActions");
+const actualMatchingPayload_1 = require("../../payload/actualMatchingPayload");
+const actualMatchingViewReducer_1 = require("../../reducers/actualMatchingViewReducer");
+function refreshActualMatchingList(state) {
+    const selectedMonthYear = state.expenseAutomationViewState.selectedPeriodByTenantId[(0, tenantSelector_1.getCurrentTenant)(state).tenantId];
+    if (selectedMonthYear == null) {
+        return [];
+    }
+    const period = (0, timePeriod_1.convertToPeriod)(selectedMonthYear);
+    const start = (0, timePeriod_1.toAbsoluteDay)(period.start);
+    const end = (0, timePeriod_1.toAbsoluteDay)(period.end);
+    if (start == null || end == null) {
+        return [];
+    }
+    return [(0, actualMatchingViewReducer_1.fetchActualMatching)({ start, end }, true)];
+}
+const matchAndReverseAccrualsEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(actualMatchingViewReducer_1.matchAndReverseAccruals.match), (0, operators_1.mergeMap)((action) => {
+    const { transactionId, transactionIntegrationId, transactionType, lineId, accrualIds, } = action.payload;
+    const body = {
+        transaction_id: transactionId,
+        transaction_integration_id: transactionIntegrationId,
+        transaction_type: transactionType,
+        line_id: lineId,
+        accrual_ids: accrualIds,
+    };
+    return zeniAPI
+        .postAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/match-and-reverse`, body)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+            const results = (response.data.results ?? []).map(actualMatchingPayload_1.toMatchAndReverseResult);
+            const successActions = [
+                (0, actualMatchingViewReducer_1.matchAndReverseAccrualsSuccess)({ results }),
+            ];
+            const anyReversed = results.some((result) => result.status === 'reversed');
+            if (anyReversed) {
+                successActions.push(...refreshActualMatchingList(state$.value), (0, actualMatchingViewReducer_1.clearMatchNewModal)());
+            }
+            return (0, rxjs_1.from)(successActions);
+        }
+        return (0, rxjs_1.of)((0, actualMatchingViewReducer_1.matchAndReverseAccrualsFailure)({ status: response.status }));
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, actualMatchingViewReducer_1.matchAndReverseAccrualsFailure)({
+        status: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Match and reverse accruals REST API call errored out' +
+            JSON.stringify(error)),
+    }))), (0, operators_1.takeUntil)(actions$.pipe((0, operators_1.filter)(rootActions_1.clearAll.match))));
+}));
+exports.matchAndReverseAccrualsEpic = matchAndReverseAccrualsEpic;

package/lib/view/expenseAutomationView/epics/actualMatching/searchMatchAccrualsEpic.d.ts

@@ -0,0 +1,8 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { updateJEOneTimeAccruals } from '../../../../entity/jeSchedules/jeSchedulesReducer';
+import { RootState } from '../../../../rootStateTypes';
+import { ZeniAPI } from '../../../../zeniAPI';
+import { searchMatchAccruals, searchMatchAccrualsFailure, searchMatchAccrualsSuccess } from '../../reducers/actualMatchingViewReducer';
+export type ActionType = ReturnType<typeof searchMatchAccruals> | ReturnType<typeof searchMatchAccrualsFailure> | ReturnType<typeof searchMatchAccrualsSuccess> | ReturnType<typeof updateJEOneTimeAccruals>;
+export declare const searchMatchAccrualsEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -0,0 +1,48 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.searchMatchAccrualsEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const jeSchedulesReducer_1 = require("../../../../entity/jeSchedules/jeSchedulesReducer");
+const responsePayload_1 = require("../../../../responsePayload");
+const actualMatchingViewReducer_1 = require("../../reducers/actualMatchingViewReducer");
+const actualMatchingViewState_1 = require("../../types/actualMatchingViewState");
+const searchMatchAccrualsEpic = (actions$, _state$, zeniAPI) => {
+    const searchActions$ = actions$.pipe((0, operators_1.filter)(actualMatchingViewReducer_1.searchMatchAccruals.match));
+    const pagination$ = searchActions$.pipe((0, operators_1.filter)((action) => action.payload.pageToken != null));
+    const newSearchDebounced$ = searchActions$.pipe((0, operators_1.filter)((action) => action.payload.pageToken == null), (0, operators_1.debounceTime)(actualMatchingViewState_1.MATCH_SEARCH_DEBOUNCE_MS));
+    return (0, rxjs_1.merge)(pagination$, newSearchDebounced$).pipe((0, operators_1.switchMap)((action) => {
+        const { query, pageToken } = action.payload;
+        const offset = pageToken != null && pageToken.length > 0 ? Number(pageToken) : 0;
+        const searchText = encodeURIComponent(query);
+        const limit = actualMatchingViewState_1.MATCH_ACCRUAL_SEARCH_LIMIT;
+        return zeniAPI
+            .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals?status=posted&reversal_policy=on_bill_match&search_text=${searchText}&limit=${limit}&offset=${offset}`)
+            .pipe((0, operators_1.mergeMap)((response) => {
+            if ((0, responsePayload_1.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((0, jeSchedulesReducer_1.updateJEOneTimeAccruals)(accruals));
+                }
+                actionsOut.push((0, actualMatchingViewReducer_1.searchMatchAccrualsSuccess)({
+                    append,
+                    nextPageToken,
+                    results: accruals,
+                }));
+                return (0, rxjs_1.from)(actionsOut);
+            }
+            return (0, rxjs_1.of)((0, actualMatchingViewReducer_1.searchMatchAccrualsFailure)({
+                error: response.status,
+            }));
+        }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, actualMatchingViewReducer_1.searchMatchAccrualsFailure)({
+            error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Search match accruals REST API call errored out' +
+                JSON.stringify(error)),
+        }))));
+    }));
+};
+exports.searchMatchAccrualsEpic = searchMatchAccrualsEpic;

package/lib/view/expenseAutomationView/epics/actualMatching/searchMatchTransactionsEpic.d.ts

@@ -0,0 +1,8 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { clearAll } from '../../../../rootActions';
+import { RootState } from '../../../../rootStateTypes';
+import { ZeniAPI } from '../../../../zeniAPI';
+import { openMatchNewModal, searchMatchAccruals, searchMatchTransactions, searchMatchTransactionsFailure, searchMatchTransactionsSuccess } from '../../reducers/actualMatchingViewReducer';
+export type ActionType = ReturnType<typeof clearAll> | ReturnType<typeof openMatchNewModal> | ReturnType<typeof searchMatchAccruals> | ReturnType<typeof searchMatchTransactions> | ReturnType<typeof searchMatchTransactionsFailure> | ReturnType<typeof searchMatchTransactionsSuccess>;
+export declare const searchMatchTransactionsEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -0,0 +1,48 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.searchMatchTransactionsEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const responsePayload_1 = require("../../../../responsePayload");
+const actualMatchingPayload_1 = require("../../payload/actualMatchingPayload");
+const actualMatchingViewReducer_1 = require("../../reducers/actualMatchingViewReducer");
+const actualMatchingViewState_1 = require("../../types/actualMatchingViewState");
+const searchMatchTransactionsEpic = (actions$, _state$, zeniAPI) => {
+    const openModal$ = actions$.pipe((0, operators_1.filter)(actualMatchingViewReducer_1.openMatchNewModal.match), (0, operators_1.mergeMap)(() => (0, rxjs_1.from)([
+        (0, actualMatchingViewReducer_1.searchMatchTransactions)({ query: '' }),
+        (0, actualMatchingViewReducer_1.searchMatchAccruals)({ query: '' }),
+    ])));
+    const searchActions$ = actions$.pipe((0, operators_1.filter)(actualMatchingViewReducer_1.searchMatchTransactions.match));
+    const pagination$ = searchActions$.pipe((0, operators_1.filter)((action) => action.payload.pageToken != null));
+    const newSearchDebounced$ = searchActions$.pipe((0, operators_1.filter)((action) => action.payload.pageToken == null), (0, operators_1.debounceTime)(actualMatchingViewState_1.MATCH_SEARCH_DEBOUNCE_MS));
+    const search$ = (0, rxjs_1.merge)(pagination$, newSearchDebounced$).pipe((0, operators_1.switchMap)((action) => {
+        const { query, pageToken } = action.payload;
+        const queryParam = {
+            search_text: query,
+            page_size: actualMatchingViewState_1.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((0, operators_1.mergeMap)((response) => {
+            if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+                const { transactions, next_page_token } = response.data;
+                const append = pageToken != null;
+                const results = (transactions ?? []).map(actualMatchingPayload_1.toActualMatchingTransactionSearchResult);
+                return (0, rxjs_1.of)((0, actualMatchingViewReducer_1.searchMatchTransactionsSuccess)({
+                    append,
+                    nextPageToken: next_page_token ?? null,
+                    results,
+                }));
+            }
+            return (0, rxjs_1.of)((0, actualMatchingViewReducer_1.searchMatchTransactionsFailure)({
+                error: response.status,
+            }));
+        }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, actualMatchingViewReducer_1.searchMatchTransactionsFailure)({
+            error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Search match transactions REST API call errored out' +
+                JSON.stringify(error)),
+        }))));
+    }));
+    return (0, rxjs_1.merge)(openModal$, search$);
+};
+exports.searchMatchTransactionsEpic = searchMatchTransactionsEpic;

package/lib/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.d.ts

@@ -3,10 +3,11 @@ import { Observable } from 'rxjs';
 import { RootState } from '../../../../rootStateTypes';
 import { fetchMonthEndCloseChecks } from '../../../monthEndCloseChecksView/monthEndCloseChecksViewReducer';
 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';
-export type ActionType = ReturnType<typeof fetchAllExpenseAutomationTabs> | ReturnType<typeof fetchMissingReceipts> | ReturnType<typeof fetchMonthEndCloseChecks> | ReturnType<typeof fetchFluxAnalysisView> | ReturnType<typeof fetchJeSchedulesPage> | ReturnType<typeof fetchReconciliation> | ReturnType<typeof fetchTransactionCategorizationView>;
+export type ActionType = ReturnType<typeof fetchAllExpenseAutomationTabs> | ReturnType<typeof fetchActualMatchingPage> | ReturnType<typeof fetchMissingReceipts> | ReturnType<typeof fetchMonthEndCloseChecks> | ReturnType<typeof fetchFluxAnalysisView> | ReturnType<typeof fetchJeSchedulesPage> | ReturnType<typeof fetchReconciliation> | ReturnType<typeof fetchTransactionCategorizationView>;
 export declare const fetchAllExpenseAutomationTabsEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => Observable<ActionType>;

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

@@ -6,11 +6,13 @@ const operators_1 = require("rxjs/operators");
 const timePeriod_1 = require("../../../../commonStateTypes/timePeriod");
 const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
 const expenseAutomationViewReducer_1 = require("../../expenseAutomationViewReducer");
+const actualMatchingViewReducer_1 = require("../../reducers/actualMatchingViewReducer");
 const fluxAnalysisViewReducer_1 = require("../../reducers/fluxAnalysisViewReducer");
 const jeSchedulesViewReducer_1 = require("../../reducers/jeSchedulesViewReducer");
 const missingReceiptsViewReducer_1 = require("../../reducers/missingReceiptsViewReducer");
 const reconciliationViewReducer_1 = require("../../reducers/reconciliationViewReducer");
 const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
+const jeSchedulesViewState_1 = require("../../types/jeSchedulesViewState");
 const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(expenseAutomationViewReducer_1.fetchAllExpenseAutomationTabs.match), (0, operators_1.switchMap)((action) => {
     const { cacheOverride, refreshViewInBackground } = action.payload;
     const state = state$.value;
@@ -33,11 +35,14 @@ const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.pipe((0
     }
     if (cacheOverride === true) {
         const actions = [];
+        const selectedPageTab = state.expenseAutomationJESchedulesViewState.uiState.selectedPageTab;
         actions.push((0, transactionsViewReducer_1.fetchTransactionCategorizationView)(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, cacheOverride, false, undefined, undefined, refreshViewInBackground, false), (0, missingReceiptsViewReducer_1.fetchMissingReceipts)({ start: timePeriodStart, end: timePeriodEnd }, {
             amount: 75.0,
             currencyCode: 'USD',
             currencySymbol: '$',
-        }, cacheOverride, refreshViewInBackground), (0, fluxAnalysisViewReducer_1.fetchFluxAnalysisView)(selectedPeriod, cacheOverride, refreshViewInBackground, null), (0, jeSchedulesViewReducer_1.fetchJeSchedulesPage)({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
+        }, cacheOverride, refreshViewInBackground), (0, fluxAnalysisViewReducer_1.fetchFluxAnalysisView)(selectedPeriod, cacheOverride, refreshViewInBackground, null), selectedPageTab === 'actual_matching'
+            ? (0, actualMatchingViewReducer_1.fetchActualMatchingPage)({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride)
+            : (0, jeSchedulesViewReducer_1.fetchJeSchedulesPage)({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
         if (reconciliationEnabled) {
             actions.push((0, reconciliationViewReducer_1.fetchReconciliation)(selectedPeriod, undefined, cacheOverride, refreshViewInBackground));
         }
@@ -62,15 +67,30 @@ const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.pipe((0
                 state.expenseAutomationFluxAnalysisViewState.groupsBySelectedPeriod[monthYearPeriodId] == null)) {
             fetchActions.push((0, fluxAnalysisViewReducer_1.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((0, jeSchedulesViewReducer_1.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((0, actualMatchingViewReducer_1.fetchActualMatchingPage)({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
+            }
+        }
+        else {
+            const jeSchedulesPeriodTabKey = (0, jeSchedulesViewState_1.getJESchedulePeriodTabKey)(selectedPageTab, monthYearPeriodId);
+            if (state.expenseAutomationJESchedulesViewState.fetchState !==
+                'In-Progress' &&
+                (!state.expenseAutomationJESchedulesViewState.hasValidState() ||
+                    state.expenseAutomationJESchedulesViewState
+                        .jeScheduleTransactionKeysByPeriodAndTab[jeSchedulesPeriodTabKey] == null ||
+                    state.expenseAutomationJESchedulesViewState
+                        .failedJeScheduleTransactionKeysByPeriodAndTab[jeSchedulesPeriodTabKey] == null)) {
+                fetchActions.push((0, jeSchedulesViewReducer_1.fetchJeSchedulesPage)({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
+            }
         }
         if (state.expenseAutomationReconciliationViewState.fetchState !==
             'In-Progress' &&

package/lib/view/expenseAutomationView/epics/common/refreshExpenseAutomationCurrentTabEpic.d.ts

@@ -4,10 +4,11 @@ import { RootState } from '../../../../rootStateTypes';
 import { fetchCompanyMonthEndReportTemplates, fetchCompanyMonthEndReportView } from '../../../companyMonthEndReportView/companyMonthEndReportViewReducer';
 import { fetchMonthEndCloseChecks } from '../../../monthEndCloseChecksView/monthEndCloseChecksViewReducer';
 import { refreshExpenseAutomationCurrentTab } 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';
-export type ActionType = ReturnType<typeof refreshExpenseAutomationCurrentTab> | ReturnType<typeof fetchCompanyMonthEndReportView> | ReturnType<typeof fetchCompanyMonthEndReportTemplates> | ReturnType<typeof fetchMissingReceipts> | ReturnType<typeof fetchMonthEndCloseChecks> | ReturnType<typeof fetchFluxAnalysisView> | ReturnType<typeof fetchReconciliation> | ReturnType<typeof fetchJeSchedulesPage> | ReturnType<typeof fetchTransactionCategorizationView>;
+export type ActionType = ReturnType<typeof refreshExpenseAutomationCurrentTab> | ReturnType<typeof fetchActualMatchingPage> | ReturnType<typeof fetchCompanyMonthEndReportView> | ReturnType<typeof fetchCompanyMonthEndReportTemplates> | ReturnType<typeof fetchMissingReceipts> | ReturnType<typeof fetchMonthEndCloseChecks> | ReturnType<typeof fetchFluxAnalysisView> | ReturnType<typeof fetchReconciliation> | ReturnType<typeof fetchJeSchedulesPage> | ReturnType<typeof fetchTransactionCategorizationView>;
 export declare const refreshExpenseAutomationCurrentTabEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => Observable<ActionType>;

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

@@ -7,6 +7,7 @@ const timePeriod_1 = require("../../../../commonStateTypes/timePeriod");
 const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
 const companyMonthEndReportViewReducer_1 = require("../../../companyMonthEndReportView/companyMonthEndReportViewReducer");
 const expenseAutomationViewReducer_1 = require("../../expenseAutomationViewReducer");
+const actualMatchingViewReducer_1 = require("../../reducers/actualMatchingViewReducer");
 const fluxAnalysisViewReducer_1 = require("../../reducers/fluxAnalysisViewReducer");
 const jeSchedulesViewReducer_1 = require("../../reducers/jeSchedulesViewReducer");
 const missingReceiptsViewReducer_1 = require("../../reducers/missingReceiptsViewReducer");
@@ -41,10 +42,17 @@ const refreshExpenseAutomationCurrentTabEpic = (actions$, state$) => actions$.pi
             return (0, rxjs_1.from)([
                 (0, fluxAnalysisViewReducer_1.fetchFluxAnalysisView)(selectedPeriod, true, true, null),
             ]);
-        case 'je_schedules':
+        case 'je_schedules': {
+            const selectedPageTab = state.expenseAutomationJESchedulesViewState.uiState.selectedPageTab;
+            if (selectedPageTab === 'actual_matching') {
+                return (0, rxjs_1.from)([
+                    (0, actualMatchingViewReducer_1.fetchActualMatchingPage)({ start: timePeriodStart, end: timePeriodEnd }, true),
+                ]);
+            }
             return (0, rxjs_1.from)([
                 (0, jeSchedulesViewReducer_1.fetchJeSchedulesPage)({ start: timePeriodStart, end: timePeriodEnd }, true),
             ]);
+        }
         case 'month_end_insights':
             return (0, rxjs_1.from)([
                 (0, companyMonthEndReportViewReducer_1.fetchCompanyMonthEndReportView)(true, companyId, currentTenant.tenantId, period.end, true),

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

@@ -17,7 +17,15 @@ const fetchJeSchedulesPageEpic = (actions$, state$) => actions$.pipe((0, operato
         jeSchedulePageActions.push((0, accountListReducer_1.fetchAccountList)(accountType.accountListKey, true, false, false, false, accountType.allowedAccountList));
     }
     jeSchedulePageActions.push((0, jeSchedulesViewReducer_1.fetchJeSchedules)(period, refreshViewInBackground));
-    jeSchedulePageActions.push((0, jeSchedulesViewReducer_1.initializeAccountSettingsView)());
+    // Only on the first page load. Account settings cannot change from a tab switch or a
+    // refresh, and re-initializing puts accountSettingsView back to 'In-Progress' -- which the
+    // page reads as "still loading" and answers with a full skeleton over rows it already has.
+    // The action also resets localData, so re-dispatching it blindly would empty the settings
+    // form until the refetch lands. Saving account settings still re-initializes explicitly.
+    if (!state$.value.expenseAutomationJESchedulesViewState.accountSettings
+        .hasLoadedAccountSettings) {
+        jeSchedulePageActions.push((0, jeSchedulesViewReducer_1.initializeAccountSettingsView)());
+    }
     return (0, rxjs_1.concat)((0, rxjs_1.from)(jeSchedulePageActions));
 }));
 exports.fetchJeSchedulesPageEpic = fetchJeSchedulesPageEpic;

package/lib/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic.d.ts

@@ -1,8 +1,9 @@
 import { ActionsObservable, StateObservable } from 'redux-observable';
 import { Observable } from 'rxjs';
-import { updateJESchedules, updateJESchedulesDetails } from '../../../../entity/jeSchedules/jeSchedulesReducer';
+import { updateAccruedJESchedules, updateAccruedJESchedulesDetails, updateJEOneTimeAccruals, updateJESchedules, updateJESchedulesDetails } from '../../../../entity/jeSchedules/jeSchedulesReducer';
 import { RootState } from '../../../../rootStateTypes';
+import { clearAll } from '../../../../rootActions';
 import { ZeniAPI } from '../../../../zeniAPI';
 import { fetchJeSchedules, fetchJeSchedulesFailure, fetchJeSchedulesSuccess, initializeJeScheduleLocalData } from '../../reducers/jeSchedulesViewReducer';
-export type ActionType = ReturnType<typeof fetchJeSchedules> | ReturnType<typeof fetchJeSchedulesFailure> | ReturnType<typeof fetchJeSchedulesSuccess> | ReturnType<typeof initializeJeScheduleLocalData> | ReturnType<typeof updateJESchedules> | ReturnType<typeof updateJESchedulesDetails>;
+export type ActionType = ReturnType<typeof clearAll> | ReturnType<typeof fetchJeSchedules> | ReturnType<typeof fetchJeSchedulesFailure> | ReturnType<typeof fetchJeSchedulesSuccess> | ReturnType<typeof initializeJeScheduleLocalData> | ReturnType<typeof updateAccruedJESchedules> | ReturnType<typeof updateAccruedJESchedulesDetails> | ReturnType<typeof updateJEOneTimeAccruals> | ReturnType<typeof updateJESchedules> | ReturnType<typeof updateJESchedulesDetails>;
 export declare const fetchJeSchedulesEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -4,9 +4,12 @@ exports.fetchJeSchedulesEpic = void 0;
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const timePeriod_1 = require("../../../../commonStateTypes/timePeriod");
+const timePeriod_2 = require("../../../../commonStateTypes/timePeriod");
 const jeSchedulesReducer_1 = require("../../../../entity/jeSchedules/jeSchedulesReducer");
 const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
 const responsePayload_1 = require("../../../../responsePayload");
+const rootActions_1 = require("../../../../rootActions");
+const zeniDayJS_1 = require("../../../../zeniDayJS");
 const jeSchedulesViewReducer_1 = require("../../reducers/jeSchedulesViewReducer");
 const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(jeSchedulesViewReducer_1.fetchJeSchedules.match), (0, operators_1.mergeMap)((action) => {
     const state = state$.value;
@@ -14,27 +17,54 @@ const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, op
     const { period, refreshViewInBackground } = action.payload;
     const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
     const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
+    const { selectedPageTab } = state.expenseAutomationJESchedulesViewState.uiState;
+    const isClosePeriodTab = selectedPageTab === 'schedules';
+    const existingEndDate = (0, timePeriod_2.toAbsoluteDay)((0, zeniDayJS_1.date)((0, timePeriod_2.toString)(period.start))
+        .subtract(1, 'month')
+        .endOf('month')
+        .format(timePeriod_1.DEFAULT_DATE_FORMAT));
     const queryParam = {
-        start_date: (0, timePeriod_1.toString)(period.start),
-        end_date: (0, timePeriod_1.toString)(period.end),
+        start_date: (0, timePeriod_2.toString)(period.start),
+        end_date: isClosePeriodTab || existingEndDate == null
+            ? (0, timePeriod_2.toString)(period.end)
+            : (0, timePeriod_2.toString)(existingEndDate),
+        include_accrued: true,
+        ...(isClosePeriodTab
+            ? { close_period_start_date: (0, timePeriod_2.toString)(period.start) }
+            : {}),
     };
     return zeniAPI
         .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expenses_automation/je_schedules?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
         .pipe((0, operators_1.mergeMap)((response) => {
         if ((0, responsePayload_1.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((0, jeSchedulesReducer_1.updateJESchedules)([
                 ...response.data.je_schedules,
                 ...response.data.failed_je_postings.je_schedules,
             ]), (0, jeSchedulesReducer_1.updateJESchedulesDetails)([...response.data.failed_je_postings.je_schedules], response.data.failed_je_postings.scheduled_journal_entries), (0, jeSchedulesViewReducer_1.initializeJeScheduleLocalData)([
                 ...response.data.failed_je_postings.je_schedules,
             ]));
+            if (accruedJeSchedules.length > 0) {
+                updateActions.push((0, jeSchedulesReducer_1.updateAccruedJESchedules)(accruedJeSchedules), (0, jeSchedulesReducer_1.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((0, jeSchedulesReducer_1.updateJEOneTimeAccruals)(oneTimeAccruals));
+            }
             updateActions.push((0, jeSchedulesViewReducer_1.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 (0, rxjs_1.from)(updateActions);
@@ -43,12 +73,18 @@ const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, op
             return (0, rxjs_1.of)((0, jeSchedulesViewReducer_1.fetchJeSchedulesFailure)({
                 status: response.status,
                 selectedPeriod,
+                selectedPageTab,
             }));
         }
     }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, jeSchedulesViewReducer_1.fetchJeSchedulesFailure)({
         status: (0, responsePayload_1.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.
+    (0, operators_1.takeUntil)(actions$.pipe((0, operators_1.filter)(rootActions_1.clearAll.match))));
 }));
 exports.fetchJeSchedulesEpic = fetchJeSchedulesEpic;

package/lib/view/expenseAutomationView/epics/jeSchedule/fetchOneTimeAccrualEpic.d.ts

@@ -0,0 +1,21 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { updateJEOneTimeAccruals } from '../../../../entity/jeSchedules/jeSchedulesReducer';
+import { RootState } from '../../../../reducer';
+import { clearAll } from '../../../../rootActions';
+import { ZeniAPI } from '../../../../zeniAPI';
+import { fetchOneTimeAccrual, fetchOneTimeAccrualFailure, fetchOneTimeAccrualSuccess } from '../../reducers/jeSchedulesViewReducer';
+export type ActionType = ReturnType<typeof clearAll> | ReturnType<typeof fetchOneTimeAccrual> | ReturnType<typeof fetchOneTimeAccrualFailure> | ReturnType<typeof fetchOneTimeAccrualSuccess> | ReturnType<typeof updateJEOneTimeAccruals>;
+/**
+ * Read one accrual by id so its detail page can render from a URL alone.
+ *
+ * Every other row on this page arrives with the JE Schedules list, and the accrual detail page used
+ * to render only from what that list had already put in the store -- so opening its URL directly, on
+ * a refresh or a shared link, had nothing to render and showed not-found. This is the read that
+ * makes the URL self-sufficient.
+ *
+ * The response is the same `{accrual}` envelope promote / ignore / revert return, and it goes through
+ * the same `updateJEOneTimeAccruals`, so a page loaded cold holds exactly the entity a page reached
+ * through the list holds.
+ */
+export declare const fetchOneTimeAccrualEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;