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

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))));
 }));

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

@@ -0,0 +1,45 @@
+import { from } from 'rxjs';
+import { catchError, filter, mergeMap, takeUntil } from 'rxjs/operators';
+import { updateJEOneTimeAccruals } from '../../../../entity/jeSchedules/jeSchedulesReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { clearAll } from '../../../../rootActions';
+import { fetchOneTimeAccrual, fetchOneTimeAccrualFailure, fetchOneTimeAccrualSuccess, } from '../../reducers/jeSchedulesViewReducer';
+/**
+ * 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 const fetchOneTimeAccrualEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchOneTimeAccrual.match), mergeMap((action) => {
+    const { accrualId } = action.payload;
+    return zeniAPI
+        .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/${accrualId}`)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            return from([
+                updateJEOneTimeAccruals([response.data.accrual]),
+                fetchOneTimeAccrualSuccess({ accrualId }),
+            ]);
+        }
+        // A deleted or ignored accrual answers 404 here, the same as an id that never existed.
+        // Both end as an error state the page turns into not-found, rather than a spinner that
+        // never resolves.
+        return from([
+            fetchOneTimeAccrualFailure({ accrualId, status: response.status }),
+        ]);
+    }), catchError((error) => from([
+        fetchOneTimeAccrualFailure({
+            accrualId,
+            status: createZeniAPIStatus('Unexpected Error', `Fetch one-time accrual REST API call errored out ${JSON.stringify(error)}`),
+        }),
+    ])), 
+    // A tenant switch clears the store while this request is in flight. Without this the old
+    // tenant's accrual is written back into the freshly cleared store.
+    takeUntil(actions$.pipe(filter(clearAll.match))));
+}));

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

@@ -11,13 +11,25 @@ import { ignoreRecommendedJeSchedule, ignoreRecommendedJeScheduleFailure, ignore
 export const ignoreRecommendedJeScheduleEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(ignoreRecommendedJeSchedule.match), mergeMap((action) => {
     const state = state$.value;
     const { expenseAutomationViewState: { selectedPeriodByTenantId }, } = state;
-    const { scheduleType, jeScheduleTransactionKey } = action.payload;
+    const { scheduleType, jeScheduleTransactionKey, reason, note } = action.payload;
     const currentTenant = getCurrentTenant(state);
     const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
     const actions = [];
     const jeScheduleTransactionState = getJEScheduledTransactionByJEScheduleTransactionKey(jeScheduleTransactionKey, state);
+    const ignorePayload = prepareIgnoreSchedulePayload(scheduleType, jeScheduleTransactionState, state);
+    // The gateway reads reason/note from je_schedules[0].feedback and nowhere else, and rejects
+    // anything but those two keys inside it — `action` is stamped server-side.
     const payload = {
-        ...prepareIgnoreSchedulePayload(scheduleType, jeScheduleTransactionState, state),
+        ...ignorePayload,
+        je_schedules: ignorePayload.je_schedules.map((schedule, index) => index === 0
+            ? {
+                ...schedule,
+                feedback: {
+                    reason,
+                    ...(note != null && note !== '' ? { note } : {}),
+                },
+            }
+            : schedule),
     };
     const queryParam = {
         je_schedule_type: scheduleType,

package/lib/esm/view/expenseAutomationView/epics/jeSchedule/newSchedule/createOneTimeAccrualEpic.js

@@ -0,0 +1,104 @@
+import { from } from 'rxjs';
+import { catchError, filter, mergeMap, takeUntil } from 'rxjs/operators';
+import { convertToPeriod, toAbsoluteDay, } from '../../../../../commonStateTypes/timePeriod';
+import { updateJEOneTimeAccruals } from '../../../../../entity/jeSchedules/jeSchedulesReducer';
+import { openSnackbar } from '../../../../../entity/snackbar/snackbarReducer';
+import { getCurrentTenant } from '../../../../../entity/tenant/tenantSelector';
+import { clearAll } from '../../../../../rootActions';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
+import { prepareCreateOneTimeAccrualPayload, } from '../../../payload/jeSchedulesPayload';
+import { createOneTimeAccrual, createOneTimeAccrualFailure, createOneTimeAccrualSuccess, fetchJeSchedules, } from '../../../reducers/jeSchedulesViewReducer';
+export const createOneTimeAccrualEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(createOneTimeAccrual.match), mergeMap((action) => {
+    const state = state$.value;
+    const { localData } = action.payload;
+    /*
+     * Idempotency for the create. agent-je dedupes on this: the same key again returns the
+     * existing accrual rather than posting a second JE to QBO.
+     *
+     * Body `request_id` rather than the `Idempotency-Key` header the API doc prefers, on Mohit's
+     * call (2026-08-24). The header cannot reach the service from a browser -- common's
+     * Access-Control-Allow-Headers does not list it, so cross-origin preflight rejects the
+     * request. Same meaning either way; the header simply wins when both are sent.
+     *
+     * Minted here, per create action, and deliberately not held in local data or the form: a new
+     * Save must produce a new key, and only a retry of *this* request may reuse one. Nothing
+     * retries today -- if a retry operator is ever added below, it has to sit inside this
+     * mergeMap so the key is not re-minted, or the guarantee is silently lost.
+     */
+    const requestId = crypto.randomUUID();
+    const payload = {
+        ...prepareCreateOneTimeAccrualPayload(state, localData),
+        request_id: requestId,
+    };
+    // convertToPeriod destructures, so an unset period would throw here and take the epic
+    // subscription down for the whole session — a missed refresh is the cheaper failure.
+    const selectedMonthYear = state.expenseAutomationViewState.selectedPeriodByTenantId[getCurrentTenant(state).tenantId];
+    const selectedPeriod = selectedMonthYear != null
+        ? convertToPeriod(selectedMonthYear)
+        : undefined;
+    const periodStart = selectedPeriod != null
+        ? toAbsoluteDay(selectedPeriod.start)
+        : undefined;
+    const periodEnd = selectedPeriod != null ? toAbsoluteDay(selectedPeriod.end) : undefined;
+    return zeniAPI
+        .postAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals`, payload)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            const successActions = [
+                updateJEOneTimeAccruals([response.data.accrual]),
+                createOneTimeAccrualSuccess(),
+                openSnackbar({
+                    messageSection: 'create_schedule',
+                    messageText: 'success',
+                    type: 'success',
+                    variables: [
+                        {
+                            variableName: '_vendor_name_',
+                            variableValue: localData.vendorName,
+                        },
+                    ],
+                }),
+            ];
+            // The tab buckets (jeScheduleOneTimeAccrualKeysByPeriodAndTab) are rebuilt wholesale
+            // per fetch, and the backend decides whether a freshly posted accrual belongs to
+            // Review or Existing — so refetch rather than guess which bucket to insert into.
+            if (periodStart != null && periodEnd != null) {
+                successActions.push(fetchJeSchedules({ start: periodStart, end: periodEnd }, true));
+            }
+            return from(successActions);
+        }
+        return from([
+            createOneTimeAccrualFailure({ status: response.status }),
+            openSnackbar({
+                messageSection: 'create_schedule',
+                messageText: 'failed',
+                type: 'error',
+                variables: [
+                    {
+                        variableName: '_api-error_',
+                        variableValue: response.status.message,
+                    },
+                ],
+            }),
+        ]);
+    }), catchError((error) => from([
+        openSnackbar({
+            messageSection: 'create_schedule',
+            messageText: 'failed',
+            type: 'error',
+            variables: [
+                {
+                    variableName: '_api-error_',
+                    variableValue: JSON.stringify(error),
+                },
+            ],
+        }),
+        createOneTimeAccrualFailure({
+            status: createZeniAPIStatus('Unexpected Error', `Create One Time Accrual REST API call errored out ${JSON.stringify(error)}`),
+        }),
+    ])), 
+    // A tenant switch clears the store while this request is still in flight.
+    // Without this the old tenant's response is written back into the freshly
+    // cleared store and stays on screen under the new tenant.
+    takeUntil(actions$.pipe(filter(clearAll.match))));
+}));

package/lib/esm/view/expenseAutomationView/epics/jeSchedule/newSchedule/initializeNewScheduleEpic.js

@@ -0,0 +1,25 @@
+import { from } from 'rxjs';
+import { filter, mergeMap } from 'rxjs/operators';
+import { fetchAccountList } from '../../../../accountList/accountListReducer';
+import { fetchClassList } from '../../../../classList/classListReducer';
+import { getAccountsTypesForScheduleEpics } from '../../../../scheduleView/scheduleListView/scheduleListHelper';
+import { clearSearchTransactionsForNewSchedule, initializeNewSchedule, resetNewScheduleLocalData, } from '../../../reducers/jeSchedulesViewReducer';
+export const initializeNewScheduleEpic = (actions$, state$) => actions$.pipe(filter(initializeNewSchedule.match), mergeMap((action) => {
+    const newScheduleActions = [];
+    const accountType = getAccountsTypesForScheduleEpics();
+    const { accountListState, classListState } = state$.value;
+    if (accountListState.byReportId[accountType.accountListKey]?.fetchState ===
+        'Not-Started') {
+        newScheduleActions.push(fetchAccountList(accountType.accountListKey, true, false, false, false, accountType.allowedAccountList));
+    }
+    if (classListState.fetchState === 'Not-Started') {
+        newScheduleActions.push(fetchClassList());
+    }
+    // The account and class fetches above are idempotent (both guard on 'Not-Started'), so they
+    // can run on every open. Clearing what the user entered cannot, so it is opt-in.
+    if (action.payload.shouldResetEnteredData) {
+        newScheduleActions.push(resetNewScheduleLocalData({ scheduleType: action.payload.scheduleType }));
+        newScheduleActions.push(clearSearchTransactionsForNewSchedule());
+    }
+    return from(newScheduleActions);
+}));