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

package/lib/epic.js

@@ -188,6 +188,11 @@ const updateCombinedStatementInfoEpic_1 = require("./view/expenseAutomationView/
 const updateReconcileTabLocalDataEpic_1 = require("./view/expenseAutomationView/epics/accountRecon/updateReconcileTabLocalDataEpic");
 const updateStatementInfoEpic_1 = require("./view/expenseAutomationView/epics/accountRecon/updateStatementInfoEpic");
 const uploadAccountStatementEpic_1 = require("./view/expenseAutomationView/epics/accountRecon/uploadAccountStatementEpic");
+const fetchActualMatchingEpic_1 = require("./view/expenseAutomationView/epics/actualMatching/fetchActualMatchingEpic");
+const fetchActualMatchingPageEpic_1 = require("./view/expenseAutomationView/epics/actualMatching/fetchActualMatchingPageEpic");
+const matchAndReverseAccrualsEpic_1 = require("./view/expenseAutomationView/epics/actualMatching/matchAndReverseAccrualsEpic");
+const searchMatchAccrualsEpic_1 = require("./view/expenseAutomationView/epics/actualMatching/searchMatchAccrualsEpic");
+const searchMatchTransactionsEpic_1 = require("./view/expenseAutomationView/epics/actualMatching/searchMatchTransactionsEpic");
 const fetchAllExpenseAutomationTabsEpic_1 = require("./view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic");
 const refreshExpenseAutomationCurrentTabEpic_1 = require("./view/expenseAutomationView/epics/common/refreshExpenseAutomationCurrentTabEpic");
 const fetchFluxAnalysisViewEpic_1 = require("./view/expenseAutomationView/epics/fluxAnalysis/fetchFluxAnalysisViewEpic");
@@ -198,9 +203,17 @@ const initializeAccountSettingsViewEpic_1 = require("./view/expenseAutomationVie
 const saveAccountSettingsViewEpic_1 = require("./view/expenseAutomationView/epics/jeSchedule/accountSettings/saveAccountSettingsViewEpic");
 const fetchJeSchedulePageEpic_1 = require("./view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulePageEpic");
 const fetchJeSchedulesEpic_1 = require("./view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic");
+const fetchOneTimeAccrualEpic_1 = require("./view/expenseAutomationView/epics/jeSchedule/fetchOneTimeAccrualEpic");
 const ignoreRecommendedJeScheduleEpic_1 = require("./view/expenseAutomationView/epics/jeSchedule/ignoreRecommendedJeScheduleEpic");
 const initializeJeScheduleLocalDataEpic_1 = require("./view/expenseAutomationView/epics/jeSchedule/initializeJeScheduleLocalDataEpic");
+const createOneTimeAccrualEpic_1 = require("./view/expenseAutomationView/epics/jeSchedule/newSchedule/createOneTimeAccrualEpic");
+const initializeNewScheduleEpic_1 = require("./view/expenseAutomationView/epics/jeSchedule/newSchedule/initializeNewScheduleEpic");
+const saveNewScheduleEpic_1 = require("./view/expenseAutomationView/epics/jeSchedule/newSchedule/saveNewScheduleEpic");
+const searchTransactionsForNewScheduleEpic_1 = require("./view/expenseAutomationView/epics/jeSchedule/newSchedule/searchTransactionsForNewScheduleEpic");
+const oneTimeAccrualActionsEpic_1 = require("./view/expenseAutomationView/epics/jeSchedule/oneTimeAccrualActionsEpic");
 const retryJeSchedulesEpic_1 = require("./view/expenseAutomationView/epics/jeSchedule/retryJeSchedulesEpic");
+const revertJeScheduleEpic_1 = require("./view/expenseAutomationView/epics/jeSchedule/revertJeScheduleEpic");
+const switchJESchedulesTabEpic_1 = require("./view/expenseAutomationView/epics/jeSchedule/switchJESchedulesTabEpic");
 const bulkUploadMatchResultToastEpic_1 = require("./view/expenseAutomationView/epics/missingReceipts/bulkUploadMatchResultToastEpic");
 const bulkUploadReceiptsEpic_1 = require("./view/expenseAutomationView/epics/missingReceipts/bulkUploadReceiptsEpic");
 const confirmBulkUploadMatchEpic_1 = require("./view/expenseAutomationView/epics/missingReceipts/confirmBulkUploadMatchEpic");
@@ -313,12 +326,8 @@ const issueCreditNoteEpic_1 = require("./view/invoicing/issueCreditNote/issueCre
 const paymentActionEpic_1 = require("./view/invoicing/paymentAction/paymentActionEpic");
 const promotionalCreditActionEpic_1 = require("./view/invoicing/promotionalCreditAction/promotionalCreditActionEpic");
 const recordPaymentEpic_1 = require("./view/invoicing/recordPayment/recordPaymentEpic");
-const connectInvoicingStripeEpic_1 = require("./view/invoicing/settingsView/epics/connectInvoicingStripeEpic");
-const disconnectInvoicingStripeEpic_1 = require("./view/invoicing/settingsView/epics/disconnectInvoicingStripeEpic");
-const fetchInvoicingSettingsEpic_1 = require("./view/invoicing/settingsView/epics/fetchInvoicingSettingsEpic");
-const saveInvoicingSettingsEpic_1 = require("./view/invoicing/settingsView/epics/saveInvoicingSettingsEpic");
-const submitInvoicingQboSettingsEpic_1 = require("./view/invoicing/settingsView/epics/submitInvoicingQboSettingsEpic");
 const invoicingBrandingFormEpics_1 = require("./view/invoicing/settingsView/invoicingBrandingFormEpics");
+const settingsViewEpics_1 = require("./view/invoicing/settingsView/settingsViewEpics");
 const subscriptionActionEpic_1 = require("./view/invoicing/subscriptionAction/subscriptionActionEpic");
 const fetchMonthClosePerformanceTrendEpic_1 = require("./view/monthEndCloseChecksView/epics/fetchMonthClosePerformanceTrendEpic");
 const fetchMonthEndCloseChecksEpic_1 = require("./view/monthEndCloseChecksView/epics/fetchMonthEndCloseChecksEpic");
@@ -393,7 +402,6 @@ const fetchEntityRecommendationsByTransactionIdEpic_1 = require("./view/recommen
 const fetchEntityRecommendationsForLineUpdateEpic_1 = require("./view/recommendation/fetchEntityRecommendationsForLineUpdateEpic");
 const fetchRecommendationByEntityIdEpic_1 = require("./view/recommendation/fetchRecommendationByEntityIdEpic");
 const fetchRecommendationByEntityNameEpic_1 = require("./view/recommendation/fetchRecommendationByEntityNameEpic");
-const submitRecommendationFeedbackEpic_1 = require("./view/recommendation/submitRecommendationFeedbackEpic");
 const fetchReferralsEpic_1 = require("./view/referralView/epics/fetchReferralsEpic");
 const fetchRewardsPlanEpic_1 = require("./view/referralView/epics/fetchRewardsPlanEpic");
 const resendReferralInviteEpic_1 = require("./view/referralView/epics/resendReferralInviteEpic");
@@ -767,7 +775,7 @@ const ALL_EPICS = [
     confirmBulkUploadMatchEpic_1.confirmBulkUploadMatchEpic,
     confirmCardSetupIntentEpic_1.confirmCardSetupIntentEpic,
     confirmStatementMappingEpic_1.confirmStatementMappingEpic,
-    connectInvoicingStripeEpic_1.connectInvoicingStripeEpic,
+    settingsViewEpics_1.connectInvoicingStripeEpic,
     convertAmountToHomeCurrencyEpic_1.convertAmountToHomeCurrencyEpic,
     createAddressEpic_1.createAddressEpic,
     createAutoTransferRuleEpic_1.createAutoTransferRuleEpic,
@@ -787,6 +795,7 @@ const ALL_EPICS = [
     createNewSchedulesAccruedEpic_1.createNewSchedulesAccruedEpic,
     createNewSchedulesEpic_1.createNewSchedulesEpic,
     createNewTaskGroupEpic_1.createNewTaskGroupEpic,
+    createOneTimeAccrualEpic_1.createOneTimeAccrualEpic,
     createInternationalPaymentInstrumentEpic_1.createPaymentInstrumentEpic,
     createSessionAndSubmitEpic_1.createSessionAndSubmitEpic,
     createSessionEpic_1.createSessionEpic,
@@ -819,7 +828,7 @@ const ALL_EPICS = [
     deleteTransactionAttachmentEpic_1.deleteTransactionAttachmentEpic,
     deleteUserBankAccountEpic_1.deleteUserBankAccountEpic,
     disableAccountingProjectsEpic_1.disableAccountingProjectsEpic,
-    disconnectInvoicingStripeEpic_1.disconnectInvoicingStripeEpic,
+    settingsViewEpics_1.disconnectInvoicingStripeEpic,
     dismissCapitalizationOnboardingEpic_1.dismissCapitalizationOnboardingEpic,
     doMagicLinkSignInEpic_1.doMagicLinkSignInEpic,
     signInUserEpic_1.doSignInEpic,
@@ -958,6 +967,8 @@ const ALL_EPICS = [
     fetchEntityRecommendationsByTransactionIdEpic_1.fetchEntityRecommendationsByTransactionIdEpic,
     fetchEntityRecommendationsForLineUpdateEpic_1.fetchEntityRecommendationsForLineUpdateEpic,
     fetchExcludedResourcesEpic_1.fetchExcludedResourcesEpic,
+    fetchActualMatchingEpic_1.fetchActualMatchingEpic,
+    fetchActualMatchingPageEpic_1.fetchActualMatchingPageEpic,
     fetchFluxAnalysisViewEpic_1.fetchFluxAnalysisViewEpic,
     initializeTransactionCategorizationLocalDataEpic_1.initializeTransactionCategorizationViewLocalDataEpic,
     fetchJeSchedulesEpic_1.fetchJeSchedulesEpic,
@@ -1028,7 +1039,7 @@ const ALL_EPICS = [
     customerPaymentMethodEpic_1.fetchInvoicingPlaidLinkTokenEpic,
     fetchInvoicingQboConnectionEpic_1.fetchInvoicingQboConnectionEpic,
     fetchInvoicingQboSyncHealthEpic_1.fetchInvoicingQboSyncHealthEpic,
-    fetchInvoicingSettingsEpic_1.fetchInvoicingSettingsEpic,
+    settingsViewEpics_1.fetchInvoicingSettingsEpic,
     fetchInvoicingSubscriptionCountsEpic_1.fetchInvoicingSubscriptionCountsEpic,
     invoicingSubscriptionDetailViewEpics_1.fetchInvoicingSubscriptionDetailEpic,
     fetchInvoicingSubscriptionFormPageEpic_1.fetchInvoicingSubscriptionFormPageEpic,
@@ -1066,6 +1077,7 @@ const ALL_EPICS = [
     fetchOnboardingCustomerSetupViewEpic_1.fetchOnboardingCustomerSetupViewEpic,
     fetchOnboardingCustomerViewEpic_1.fetchOnboardingCustomerViewEpic,
     fetchOnboardingViewEpic_1.fetchOnboardingViewEpic,
+    fetchOneTimeAccrualEpic_1.fetchOneTimeAccrualEpic,
     fetchOpExByVendorReportEpic_1.fetchOpExByVendorEpic,
     fetchOpExByVendorReportForTimeframeEpic_1.fetchOpExByVendorReportForTimeframeEpic,
     fetchOpExByVendorReportSummaryEpic_1.fetchOpExByVendorReportSummaryEpic,
@@ -1220,6 +1232,7 @@ const ALL_EPICS = [
     initializeInvoicingCustomerAddressEpic_1.initializeInvoicingCustomerAddressEpic,
     initializeInvoicingSubscriptionAddressEpic_1.initializeInvoicingSubscriptionAddressEpic,
     initializeMyProfileLocalDataEpic_1.initializeMyProfileLocalDataEpic,
+    initializeNewScheduleEpic_1.initializeNewScheduleEpic,
     initializeOnboardingCustomerViewUpdateDataEpic_1.initializeOnboardingCustomerViewUpdateDataEpic,
     initializeRemiSetupApproverViewUpdateDataEpic_1.initializeRemiSetupApproverViewUpdateDataEpic,
     initializeRemiToLocalStoreEpic_1.initializeRemiToLocalStoreEpic,
@@ -1241,7 +1254,9 @@ const ALL_EPICS = [
     lockChargeCardsEpic_1.lockChargeCardsEpic,
     markAsCompleteScheduleDetailEpic_1.markAsCompleteScheduleDetailEpic,
     markTransactionAsNotMiscategorizedEpic_2.markTransactionAsNotMiscategorizedEpic,
+    matchAndReverseAccrualsEpic_1.matchAndReverseAccrualsEpic,
     notifyMeForFeatureEpic_1.notifyMeForFeatureEpic,
+    oneTimeAccrualActionsEpic_1.oneTimeAccrualActionsEpic,
     parallelFetchAccountTransactionListEpic_1.parallelFetchAccountTransactionListEpic,
     parallelFetchClassTransactionListEpic_1.parallelFetchClassTransactionListEpic,
     parallelFetchEntityTransactionListEpic_1.parallelFetchEntityTransactionListEpic,
@@ -1285,6 +1300,7 @@ const ALL_EPICS = [
     retryJeSchedulesEpic_1.retryJeScheduleEpic,
     retryInvoicingQboSyncTaskEpic_1.retryInvoicingQboSyncTaskEpic,
     retryOrRefundBillEpic_1.retryOrRefundBillEpic,
+    revertJeScheduleEpic_1.revertJeScheduleEpic,
     reviewDraftRemisBulkActionEpic_ts_1.reviewDraftRemisBulkActionEpic,
     reviewFluxAnalysisEpic_1.reviewFluxAnalysisViewEpic,
     revokeCardInviteEpic_1.revokeCardInviteEpic,
@@ -1316,10 +1332,11 @@ const ALL_EPICS = [
     saveInvoicingCouponEpic_1.saveInvoicingCouponEpic,
     saveInvoicingCustomerEpic_1.saveInvoicingCustomerEpic,
     customerPaymentMethodEpic_1.saveInvoicingPaymentMethodEpic,
-    saveInvoicingSettingsEpic_1.saveInvoicingSettingsEpic,
+    settingsViewEpics_1.saveInvoicingSettingsEpic,
     saveInvoicingSubscriptionEpic_1.saveInvoicingSubscriptionEpic,
     saveMagicLinkBankAccountEpic_1.saveMagicLinkBankAccountEpic,
     saveNewAddressEpic_1.saveNewAddressEpic,
+    saveNewScheduleEpic_1.saveNewScheduleEpic,
     saveNotificationPreferencesEpic_1.saveNotificationPreferencesEpic,
     saveNotificationSettingsEpic_1.saveNotificationSettingsEpic,
     saveOAuthConnectionEpic_1.saveOAuthConnectionEpic,
@@ -1343,7 +1360,10 @@ const ALL_EPICS = [
     saveVendorFirstReviewViewEpic_1.saveVendorFirstReviewViewEpic,
     saveVendorsTabVendorEpic_1.saveVendorsTabVendorEpic,
     scheduleTenantCreditScoreCronEpic_1.scheduleTenantCreditScoreCronEpic,
+    searchMatchAccrualsEpic_1.searchMatchAccrualsEpic,
+    searchMatchTransactionsEpic_1.searchMatchTransactionsEpic,
     searchTransactionsForManualMatchEpic_1.searchTransactionsForManualMatchEpic,
+    searchTransactionsForNewScheduleEpic_1.searchTransactionsForNewScheduleEpic,
     seedAiCardCreationFormDraftEpic_1.seedAiCardCreationFormDraftEpic,
     seedAiCardPolicyFormDraftEpic_1.seedAiCardPolicyFormDraftEpic,
     sendCompanyMonthEndReportEpic_1.sendCompanyMonthEndReportEpic,
@@ -1365,9 +1385,8 @@ const ALL_EPICS = [
     submitFeedbackEpic_1.submitFeedbackEpic,
     submitIntlVerificationEpic_1.submitIntlVerificationEpic,
     invoicingBrandingFormEpics_1.submitInvoicingBrandingFormEpic,
-    submitInvoicingQboSettingsEpic_1.submitInvoicingQboSettingsEpic,
     submitQuestionEpic_1.submitQuestionEpic,
-    submitRecommendationFeedbackEpic_1.submitRecommendationFeedbackEpic,
+    switchJESchedulesTabEpic_1.switchJESchedulesTabEpic,
     syncInvoicingSubscriptionCouponsEpic_1.syncInvoicingSubscriptionCouponsEpic,
     syncTabsAfterAutomatchEpic_1.syncTabsAfterAutomatchEpic,
     toggleReportUIOptionForecastModeEpic_1.toggleReportUIOptionForecastModeEpic,

package/lib/esm/entity/invoicing/invoicingCommonPayload.js

@@ -1,4 +1,3 @@
-import { toAccountPayload } from '../account/accountPayload';
 export const INVOICING_DUNNING_ACTIONS = [
     'email_only',
     'email_and_retry',
@@ -130,46 +129,87 @@ export function toInvoicingQboCustomerMatchingMode(value) {
     }
 }
 /**
- * The first id a picker can actually select. Callers list the QuickBooks id
- * first: the options are keyed on it, so a platform id selects nothing even when
- * it names the same record. Blank counts as absent.
+ * The id for one mapping slot, from whichever shape the backend sent. The object
+ * form wins when present; a blank id in either is treated as unset so the picker
+ * shows its placeholder rather than selecting nothing.
  */
-export const firstSelectableInvoicingId = (candidates) => candidates.find((candidate) => candidate != null && candidate !== '');
+function readInvoicingQboMappedAccountId(mappedAccount, legacyAccountId) {
+    // `qbo_id` first: the pickers key their options on the QuickBooks id, so an
+    // internal `account_id` would not select anything even when it is the same
+    // account. Both are read because the mapping arrives either way depending on
+    // how it was saved.
+    const candidates = [
+        mappedAccount?.qbo_id,
+        mappedAccount?.account_id,
+        legacyAccountId,
+    ];
+    return candidates.find((candidate) => candidate != null && candidate !== '');
+}
 /**
- * The slot a mapping code names. Codes arrive from the config API as the slot
- * itself (`deposit_account`); a trailing `_id` is tolerated so a tenant sending
- * the older `deposit_account_id` resolves to the same mapping.
+ * Read one account-mapping dropdown value by its config `code` (the codes in
+ * `qbo_account_mapping_kind_options` match the `account_mappings` field names).
  */
-export const toInvoicingQboAccountMappingSlot = (code) => code.replace(/_id$/, '');
-/** Read one account-mapping dropdown value by its config `code`. */
 export function getInvoicingQboAccountMappingId(accountMappings, code) {
-    const slotKey = toInvoicingQboAccountMappingSlot(code);
-    // Either key: the service sends `deposit_account`, but an older payload put
-    // the id under `deposit_account_id`.
-    const slot = accountMappings?.[slotKey] ?? accountMappings?.[`${slotKey}_id`];
-    if (typeof slot === 'string') {
-        return slot !== '' ? slot : undefined;
+    switch (code) {
+        case 'deposit_account_id':
+            return readInvoicingQboMappedAccountId(accountMappings?.deposit_account, accountMappings?.deposit_account_id);
+        case 'default_income_account_id':
+            return readInvoicingQboMappedAccountId(accountMappings?.default_income_account, accountMappings?.default_income_account_id);
+        case 'discounts_account_id':
+            return readInvoicingQboMappedAccountId(accountMappings?.discounts_account, accountMappings?.discounts_account_id);
+        case 'rounding_account_id':
+            return readInvoicingQboMappedAccountId(accountMappings?.rounding_account, accountMappings?.rounding_account_id);
+        case 'write_off_account_id':
+            return readInvoicingQboMappedAccountId(accountMappings?.write_off_account, accountMappings?.write_off_account_id);
+        default:
+            return undefined;
     }
-    return firstSelectableInvoicingId([slot?.qbo_id, slot?.account_id]);
 }
 /**
- * Build the `account_mappings` request body from the ids the pickers submitted.
- * Each kind is sent as the whole account, which is what the service stores; an
- * id that resolves to no account is sent as it stands rather than dropped, so a
- * save never silently unsets a mapping it could not expand.
+ * Return a copy of the account mappings with the dropdown slot named by
+ * `code` set to `accountId`. Unknown codes leave the mappings unchanged.
  */
-export const toInvoicingQboAccountMappingsPayload = (accountIdByMappingCode, accountForId) => {
-    const mappings = {};
-    Object.entries(accountIdByMappingCode).forEach(([code, accountId]) => {
-        if (accountId === '') {
-            return;
-        }
-        const account = accountForId(accountId);
-        mappings[toInvoicingQboAccountMappingSlot(code)] =
-            account != null ? toAccountPayload(account) : accountId;
-    });
-    return mappings;
-};
+export function withInvoicingQboAccountMappingId(accountMappings, code, accountId) {
+    // Both slots are written together. Setting only the bare id would leave the
+    // object shape behind, and the reader prefers it — so the selection just made
+    // would read back as whatever was mapped before. The object is dropped rather
+    // than rebuilt: only the id is known here, not the name that came with it.
+    const base = accountMappings ?? {};
+    switch (code) {
+        case 'deposit_account_id':
+            return {
+                ...base,
+                deposit_account: undefined,
+                deposit_account_id: accountId,
+            };
+        case 'default_income_account_id':
+            return {
+                ...base,
+                default_income_account: undefined,
+                default_income_account_id: accountId,
+            };
+        case 'discounts_account_id':
+            return {
+                ...base,
+                discounts_account: undefined,
+                discounts_account_id: accountId,
+            };
+        case 'rounding_account_id':
+            return {
+                ...base,
+                rounding_account: undefined,
+                rounding_account_id: accountId,
+            };
+        case 'write_off_account_id':
+            return {
+                ...base,
+                write_off_account: undefined,
+                write_off_account_id: accountId,
+            };
+        default:
+            return base;
+    }
+}
 export function toInvoicingQboAccountMappingKindOption(option) {
     return {
         accountTypes: option.account_types,

package/lib/esm/entity/invoicing/product/productPayload.js

@@ -1,7 +1,6 @@
 import { toAmount } from '../../../commonStateTypes/amount';
 import { defaultCustomerCurrency } from '../../../commonStateTypes/currencyHelper';
 import { date } from '../../../zeniDayJS';
-import { firstSelectableInvoicingId } from '../invoicingCommonPayload';
 // ── Payload → State mappers (snake_case wire shape → camelCase domain shape) ──
 export const mapInvoicingPlanTierPayloadToState = (payload, currencyCode, currencySymbol) => ({
     price: toAmount(payload.price, currencyCode, currencySymbol),
@@ -11,22 +10,11 @@ export const mapInvoicingPlanTierPayloadToState = (payload, currencyCode, curren
     pricingType: payload.pricing_type,
 });
 const mapInvoicingAccountingDetailPayloadToState = (payload) => ({
-    // The QuickBooks id first in both, for the reason `firstSelectableInvoicingId`
-    // documents: the form's pickers are keyed on it, so reading the internal id
-    // would leave the field blank over a mapping that exists.
-    accountingCategory1: firstSelectableInvoicingId([
-        payload.accounting_class?.qbo_id,
-        payload.accounting_class?.accounting_class_id,
-        payload.accounting_category_1,
-    ]),
+    accountingCategory1: payload.accounting_category_1,
     accountingCategory2: payload.accounting_category_2,
     accountingCategory3: payload.accounting_category_3,
     accountingCategory4: payload.accounting_category_4,
-    accountingCode: firstSelectableInvoicingId([
-        payload.account?.qbo_id,
-        payload.account?.account_id,
-        payload.accounting_code,
-    ]),
+    accountingCode: payload.accounting_code,
     sku: payload.sku,
 });
 export const mapInvoicingProductPayloadToState = (payload) => {

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

@@ -1,3 +1,9 @@
 export function generateJEScheduleKey(jeScheduleId, jeScheduleType) {
     return `${jeScheduleId}_${jeScheduleType}`;
 }
+// Suffixed rather than using the bare Mongo _id so the key is a distinct type from
+// JEScheduleKey / JEScheduleTransactionKey and the three cannot be passed interchangeably.
+// The unsuffixed id stays on the entity as `accrualId` for callers that need it.
+export function generateJEOneTimeAccrualKey(accrualId) {
+    return `${accrualId}_one_time_accrual`;
+}

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

@@ -1,9 +1,11 @@
 import { toAmount } from '../../commonStateTypes/amount';
 import { LAST_SCHEDULE_DAY_OF_MONTH, MAX_SCHEDULE_DAY_OF_MONTH, MIN_SCHEDULE_DAY_OF_MONTH, toScheduleDaysOfMonth, } from '../../commonStateTypes/timePeriod';
 import { date } from '../../zeniDayJS';
+import { toZeniUrl } from '../../zeniUrl';
 import { toTransactionID, } from '../transaction/payloadTypes/transactionIDPayload';
 import { generateJEScheduleKey } from './jeScheduleHelper';
-import { getJEScheduleTransactionKey, toJournalEntryErrorCodeType, toScheduleJournalEntryStatusCodeType, toScheduleStatusCodeType, toScheduleTypesTypeStrict, } from './jeSchedulesTypes';
+import { getJEScheduleTransactionKey, toJournalEntryErrorCodeType, toOneTimeAccrualAutomationTierType, toOneTimeAccrualOriginType, toOneTimeAccrualReversalPolicyType, toOneTimeAccrualReversalTriggerType, toOneTimeAccrualStatusCodeType, toScheduleJournalEntryStatusCodeType, toScheduleStatusCodeType, toScheduleTypesTypeStrict, } from './jeSchedulesTypes';
+const USD_CURRENCY_CODE = 'USD';
 export function toScheduledJournalEntryState(payload, currency_code, currency_symbol) {
     return {
         status: {
@@ -202,6 +204,43 @@ function toJEScheduleAISummaries(payload) {
                 : undefined,
         };
     }
+    if (payload.starting_month != null) {
+        result.startingMonth = {
+            confidence: payload.starting_month.confidence,
+            reasoning: payload.starting_month.reasoning,
+            cot: Array.isArray(payload.starting_month.cot)
+                ? payload.starting_month.cot
+                : undefined,
+        };
+    }
+    if (payload.end_date != null) {
+        result.endDate = {
+            confidence: payload.end_date.confidence,
+            reasoning: payload.end_date.reasoning,
+            cot: Array.isArray(payload.end_date.cot)
+                ? payload.end_date.cot
+                : undefined,
+        };
+    }
+    if (payload.posting_start_date != null) {
+        result.postingStartDate = {
+            confidence: payload.posting_start_date.confidence,
+            reasoning: payload.posting_start_date.reasoning,
+            cot: Array.isArray(payload.posting_start_date.cot)
+                ? payload.posting_start_date.cot
+                : undefined,
+        };
+    }
+    if (payload.schedule_summary != null) {
+        result.scheduleSummary = {
+            confidence: payload.schedule_summary.confidence,
+            reasoning: payload.schedule_summary.reasoning,
+            reasoningLong: payload.schedule_summary.reasoning_long,
+            cot: Array.isArray(payload.schedule_summary.cot)
+                ? payload.schedule_summary.cot
+                : undefined,
+        };
+    }
     return Object.keys(result).length > 0 ? result : undefined;
 }
 function toJEScheduleRecommendations(payload) {
@@ -248,9 +287,18 @@ export function toJEScheduledTransaction(payload) {
         startDate: payload.start_date != null ? date(payload.start_date) : undefined,
         endDate: payload.end_date != null ? date(payload.end_date) : undefined,
         period: payload.period != null ? Number(payload.period) : undefined,
+        recurringAmount: payload.recurring_amount != null
+            ? {
+                amount: payload.recurring_amount,
+                currencyCode: payload.currency_code,
+                currencySymbol: payload.currency_symbol,
+            }
+            : undefined,
+        postedCount: payload.posted_count ?? undefined,
         updatedByUserID: payload.updated_by.user_id,
         balanceAsOfToday: payload.balance ?? undefined,
         updatedAt: payload.updated_at != null ? date(payload.updated_at) : undefined,
+        createTime: payload.create_time != null ? date(payload.create_time) : undefined,
         jeCredit: {
             accountId: payload.je_credit_account_id ?? undefined,
             accountingClassId: payload.je_credit_accounting_class_id ?? undefined,
@@ -275,6 +323,7 @@ export function toJEScheduledTransaction(payload) {
             : {},
         scheduledJournalEntry: [],
         aiSummaries: toJEScheduleAISummaries(payload.ai_summaries),
+        confidenceScore: payload.confidence_score ?? undefined,
         createdByUserID: payload.created_by?.user_id ?? undefined,
         recommendations: toJEScheduleRecommendations(payload.recommendations),
     };
@@ -306,6 +355,9 @@ export function toJEAccruedScheduledTransaction(payload) {
         endDate: payload.end_date != null ? date(payload.end_date) : undefined,
         period: payload.period != null ? Number(payload.period) : undefined,
         updatedByUserID: payload.updated_by.user_id,
+        // The accrued joiner resolves createdByUserID into the "Created by" cell. Without this the
+        // payload's created_by was dropped here and every accrued row rendered a hyphen.
+        createdByUserID: payload.created_by?.user_id ?? undefined,
         balanceAsOfToday: payload.balance ?? undefined,
         updatedAt: payload.updated_at != null ? date(payload.updated_at) : undefined,
         jeCredit: {
@@ -332,3 +384,159 @@ export function toJEAccruedScheduledTransaction(payload) {
         jeScheduleType: toScheduleTypesTypeStrict(payload.je_schedule_type),
     };
 }
+/**
+ * Reads the months in the order the snapshot gives them rather than deriving a range: a vendor that
+ * skipped a month has no entry for it, so filling gaps would invent history that was never billed.
+ */
+function toJEOneTimeAccrualMonthlyTotals(snapshot, currencyCode) {
+    const monthlyTotals = snapshot.monthly_totals;
+    if (monthlyTotals == null) {
+        return [];
+    }
+    const months = snapshot.sorted_months ?? Object.keys(monthlyTotals).sort();
+    return months
+        .filter((month) => monthlyTotals[month] != null)
+        .map((month) => ({
+        month,
+        amount: toOneTimeAccrualAmount(monthlyTotals[month], currencyCode),
+    }));
+}
+function toJEOneTimeAccrualProfileSnapshot(payload, currencyCode) {
+    if (payload == null) {
+        return undefined;
+    }
+    const billingPattern = payload.billing_pattern;
+    return {
+        monthlyTotals: toJEOneTimeAccrualMonthlyTotals(payload, currencyCode),
+        billingPattern: billingPattern != null
+            ? {
+                frequency: billingPattern.frequency ?? undefined,
+                monthsOfHistory: billingPattern.months_of_history ?? undefined,
+                consistencyScore: billingPattern.consistency_score ?? undefined,
+                billingLagDays: billingPattern.billing_lag_days ?? undefined,
+                typicalBillDay: billingPattern.typical_bill_day ?? undefined,
+                avgAmount: billingPattern.avg_amount != null
+                    ? toOneTimeAccrualAmount(billingPattern.avg_amount, currencyCode)
+                    : undefined,
+                lastBillAmount: billingPattern.last_bill_amount != null
+                    ? toOneTimeAccrualAmount(billingPattern.last_bill_amount, currencyCode)
+                    : undefined,
+                lastBillDate: billingPattern.last_bill_date != null
+                    ? date(billingPattern.last_bill_date)
+                    : undefined,
+            }
+            : undefined,
+    };
+}
+function toJEOneTimeAccrualAiSuggestion(payload, currencyCode) {
+    if (payload == null) {
+        return undefined;
+    }
+    return {
+        memo: payload.memo ?? undefined,
+        jeDebitAccountName: payload.je_debit_account_name ?? undefined,
+        jeCreditAccountName: payload.je_credit_account_name ?? undefined,
+        estimatedAmount: payload.estimated_amount != null
+            ? toOneTimeAccrualAmount(payload.estimated_amount, currencyCode)
+            : undefined,
+    };
+}
+function toJEOneTimeAccrualCleared(payload, currencyCode) {
+    if (payload == null) {
+        return undefined;
+    }
+    return {
+        matchedTransactionIntegrationId: payload.matched_transaction_integration_id ?? undefined,
+        matchedTransactionId: payload.matched_transaction_id ?? undefined,
+        matchedTransactionType: payload.matched_transaction_type ?? undefined,
+        matchedLineId: payload.matched_line_id ?? undefined,
+        consumedLineIds: payload.consumed_line_ids ?? undefined,
+        matchedAmount: payload.matched_amount != null
+            ? toOneTimeAccrualAmount(payload.matched_amount, currencyCode)
+            : undefined,
+        reversedAt: payload.reversed_at != null ? date(payload.reversed_at) : undefined,
+        matchTier: payload.match_tier ?? undefined,
+        matchShape: payload.match_shape ?? undefined,
+    };
+}
+function toJEOneTimeAccrualMatchSuggestion(payload, currencyCode) {
+    if (payload == null) {
+        return undefined;
+    }
+    return {
+        resolution: payload.resolution ?? undefined,
+        matchedTransactionIntegrationId: payload.matched_transaction_integration_id ?? undefined,
+        matchedTransactionId: payload.matched_transaction_id ?? undefined,
+        matchedTransactionType: payload.matched_transaction_type ?? undefined,
+        matchedAmount: payload.matched_amount != null
+            ? toOneTimeAccrualAmount(payload.matched_amount, currencyCode)
+            : undefined,
+    };
+}
+export function toJEOneTimeAccrual(payload) {
+    return {
+        accrualId: payload._id,
+        vendorId: payload.vendor_id,
+        vendorName: payload.vendor_name,
+        serviceMonth: payload.service_month,
+        accrualStatus: toOneTimeAccrualStatusCodeType(payload.status),
+        origin: toOneTimeAccrualOriginType(payload.origin),
+        automationTier: payload.automation_tier != null
+            ? toOneTimeAccrualAutomationTierType(payload.automation_tier)
+            : undefined,
+        estimatedAmount: toOneTimeAccrualAmount(payload.estimated_amount, payload.currency),
+        memo: payload.memo ?? '',
+        profileSnapshot: toJEOneTimeAccrualProfileSnapshot(payload.profile_snapshot, payload.currency),
+        aiSuggestion: toJEOneTimeAccrualAiSuggestion(payload.ai_suggestion, payload.currency),
+        cleared: toJEOneTimeAccrualCleared(payload.cleared, payload.currency),
+        matchSuggestion: toJEOneTimeAccrualMatchSuggestion(payload.match_suggestion, payload.currency),
+        // Exclusive by contract: a scheduled row reverses on expectedReversalDate and bills never
+        // drive it, so the two never need reconciling. Defaulting to on_bill_match matches the
+        // create path's default when the field is absent on an older document.
+        reversalPolicy: toOneTimeAccrualReversalPolicyType(payload.reversal_policy ?? 'on_bill_match'),
+        reversalTrigger: toOneTimeAccrualReversalTriggerType(payload.reversal_trigger ?? undefined),
+        expectedReversalDate: payload.expected_reversal_date != null
+            ? date(payload.expected_reversal_date)
+            : undefined,
+        postingDate: payload.posting_date != null ? date(payload.posting_date) : undefined,
+        actualPostDate: payload.actual_post_date != null
+            ? date(payload.actual_post_date)
+            : undefined,
+        actualReversalPostDate: payload.actual_reversal_post_date != null
+            ? date(payload.actual_reversal_post_date)
+            : undefined,
+        jeDebitAccountId: payload.je_debit_account_id ?? undefined,
+        jeDebitAccountName: payload.je_debit_account_name ?? undefined,
+        jeDebitAccountingClassId: payload.je_debit_accounting_class_id ?? undefined,
+        jeDebitAccountingClassName: payload.je_debit_accounting_class_name ?? undefined,
+        jeCreditAccountId: payload.je_credit_account_id ?? undefined,
+        jeCreditAccountName: payload.je_credit_account_name ?? undefined,
+        jeCreditAccountingClassId: payload.je_credit_accounting_class_id ?? undefined,
+        jeCreditAccountingClassName: payload.je_credit_accounting_class_name ?? undefined,
+        transactionId: payload.transaction_id ?? undefined,
+        transactionIntegrationId: payload.transaction_integration_id ?? undefined,
+        reversalTransactionId: payload.reversal_transaction_id ?? undefined,
+        createdBy: toJEOneTimeAccrualCreator(payload.created_by_user),
+    };
+}
+// The accrual wire format carries a currency CODE but no symbol, so the symbol has to be derived.
+// Only USD has a known glyph today (the create path is USD-only); anything else falls back to the
+// code, which reads correctly as "EUR 1,200" rather than silently rendering a wrong "$".
+function toOneTimeAccrualAmount(amount, currencyCode) {
+    const code = currencyCode ?? USD_CURRENCY_CODE;
+    return toAmount(amount, code, code === USD_CURRENCY_CODE ? '$' : code);
+}
+function toJEOneTimeAccrualCreator(payload) {
+    if (payload == null) {
+        return undefined;
+    }
+    return {
+        userId: payload.user_id,
+        email: payload.email ?? undefined,
+        firstName: payload.first_name ?? undefined,
+        lastName: payload.last_name ?? undefined,
+        photo: payload.photo?.original != null
+            ? toZeniUrl(payload.photo.original)
+            : undefined,
+    };
+}

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

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