@zeniai/client-epic-state 5.2.11-beta0ND → 5.2.11-betaRD2

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

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

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

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

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

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

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

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

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

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

package/lib/esm/epic.js

@@ -195,9 +195,17 @@ import { initializeAccountSettingsViewEpic, } from './view/expenseAutomationView
 import { saveAccountSettingsViewEpic, } from './view/expenseAutomationView/epics/jeSchedule/accountSettings/saveAccountSettingsViewEpic';
 import { fetchJeSchedulesPageEpic as fetchExpenseAutomationJESchedulesPageEpic, } from './view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulePageEpic';
 import { fetchJeSchedulesEpic as fetchExpenseAutomationJeSchedulesEpic, } from './view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic';
+import { fetchOneTimeAccrualEpic, } from './view/expenseAutomationView/epics/jeSchedule/fetchOneTimeAccrualEpic';
 import { ignoreRecommendedJeScheduleEpic as ignoreExpenseAutomationJEScheduleEpic, } from './view/expenseAutomationView/epics/jeSchedule/ignoreRecommendedJeScheduleEpic';
 import { initializeJeScheduleLocalDataEpic as initializeExpenseAutomationJeScheduleLocalDataEpic, } from './view/expenseAutomationView/epics/jeSchedule/initializeJeScheduleLocalDataEpic';
+import { createOneTimeAccrualEpic, } from './view/expenseAutomationView/epics/jeSchedule/newSchedule/createOneTimeAccrualEpic';
+import { initializeNewScheduleEpic, } from './view/expenseAutomationView/epics/jeSchedule/newSchedule/initializeNewScheduleEpic';
+import { saveNewScheduleEpic, } from './view/expenseAutomationView/epics/jeSchedule/newSchedule/saveNewScheduleEpic';
+import { searchTransactionsForNewScheduleEpic, } from './view/expenseAutomationView/epics/jeSchedule/newSchedule/searchTransactionsForNewScheduleEpic';
+import { oneTimeAccrualActionsEpic, } from './view/expenseAutomationView/epics/jeSchedule/oneTimeAccrualActionsEpic';
 import { retryJeScheduleEpic as retryExpenseAutomationJEScheduleEpic, } from './view/expenseAutomationView/epics/jeSchedule/retryJeSchedulesEpic';
+import { revertJeScheduleEpic, } from './view/expenseAutomationView/epics/jeSchedule/revertJeScheduleEpic';
+import { switchJESchedulesTabEpic as switchExpenseAutomationJESchedulesTabEpic, } from './view/expenseAutomationView/epics/jeSchedule/switchJESchedulesTabEpic';
 import { bulkUploadMatchResultToastEpic, } from './view/expenseAutomationView/epics/missingReceipts/bulkUploadMatchResultToastEpic';
 import { bulkUploadReceiptsEpic, } from './view/expenseAutomationView/epics/missingReceipts/bulkUploadReceiptsEpic';
 import { confirmBulkUploadMatchEpic, } from './view/expenseAutomationView/epics/missingReceipts/confirmBulkUploadMatchEpic';
@@ -310,12 +318,8 @@ import { issueCreditNoteEpic } from './view/invoicing/issueCreditNote/issueCredi
 import { runInvoicingPaymentActionEpic, } from './view/invoicing/paymentAction/paymentActionEpic';
 import { addPromotionalCreditsEpic, } from './view/invoicing/promotionalCreditAction/promotionalCreditActionEpic';
 import { recordPaymentEpic, } from './view/invoicing/recordPayment/recordPaymentEpic';
-import { connectInvoicingStripeEpic } from './view/invoicing/settingsView/epics/connectInvoicingStripeEpic';
-import { disconnectInvoicingStripeEpic } from './view/invoicing/settingsView/epics/disconnectInvoicingStripeEpic';
-import { fetchInvoicingSettingsEpic } from './view/invoicing/settingsView/epics/fetchInvoicingSettingsEpic';
-import { saveInvoicingSettingsEpic } from './view/invoicing/settingsView/epics/saveInvoicingSettingsEpic';
-import { submitInvoicingQboSettingsEpic } from './view/invoicing/settingsView/epics/submitInvoicingQboSettingsEpic';
 import { initializeInvoicingBrandingAddressEpic, submitInvoicingBrandingFormEpic, } from './view/invoicing/settingsView/invoicingBrandingFormEpics';
+import { connectInvoicingStripeEpic, disconnectInvoicingStripeEpic, fetchInvoicingSettingsEpic, saveInvoicingSettingsEpic, } from './view/invoicing/settingsView/settingsViewEpics';
 import { runInvoicingSubscriptionActionEpic, } from './view/invoicing/subscriptionAction/subscriptionActionEpic';
 import { fetchMonthClosePerformanceTrendEpic, } from './view/monthEndCloseChecksView/epics/fetchMonthClosePerformanceTrendEpic';
 import { fetchMonthEndCloseChecksEpic, } from './view/monthEndCloseChecksView/epics/fetchMonthEndCloseChecksEpic';
@@ -390,7 +394,6 @@ import { fetchEntityRecommendationsByTransactionIdEpic, } from './view/recommend
 import { fetchEntityRecommendationsForLineUpdateEpic, } from './view/recommendation/fetchEntityRecommendationsForLineUpdateEpic';
 import { fetchRecommendationByEntityIdEpic, } from './view/recommendation/fetchRecommendationByEntityIdEpic';
 import { fetchRecommendationByEntityNameEpic, } from './view/recommendation/fetchRecommendationByEntityNameEpic';
-import { submitRecommendationFeedbackEpic, } from './view/recommendation/submitRecommendationFeedbackEpic';
 import { fetchReferralsEpic, } from './view/referralView/epics/fetchReferralsEpic';
 import { fetchRewardsPlanEpic, } from './view/referralView/epics/fetchRewardsPlanEpic';
 import { resendReferralInviteEpic, } from './view/referralView/epics/resendReferralInviteEpic';
@@ -784,6 +787,7 @@ const ALL_EPICS = [
     createNewSchedulesAccruedEpic,
     createNewSchedulesEpic,
     createNewTaskGroupEpic,
+    createOneTimeAccrualEpic,
     createPaymentInstrumentEpic,
     createSessionAndSubmitEpic,
     createSessionEpic,
@@ -1063,6 +1067,7 @@ const ALL_EPICS = [
     fetchOnboardingCustomerSetupViewEpic,
     fetchOnboardingCustomerViewEpic,
     fetchOnboardingViewEpic,
+    fetchOneTimeAccrualEpic,
     fetchOpExByVendorEpic,
     fetchOpExByVendorReportForTimeframeEpic,
     fetchOpExByVendorReportSummaryEpic,
@@ -1217,6 +1222,7 @@ const ALL_EPICS = [
     initializeInvoicingCustomerAddressEpic,
     initializeInvoicingSubscriptionAddressEpic,
     initializeMyProfileLocalDataEpic,
+    initializeNewScheduleEpic,
     initializeOnboardingCustomerViewUpdateDataEpic,
     initializeRemiSetupApproverViewUpdateDataEpic,
     initializeRemiToLocalStoreEpic,
@@ -1239,6 +1245,7 @@ const ALL_EPICS = [
     markAsCompleteScheduleDetailEpic,
     markTransactionAsNotMiscategorizedEpic,
     notifyMeForFeatureEpic,
+    oneTimeAccrualActionsEpic,
     parallelFetchAccountTransactionListEpic,
     parallelFetchClassTransactionListEpic,
     parallelFetchEntityTransactionListEpic,
@@ -1282,6 +1289,7 @@ const ALL_EPICS = [
     retryExpenseAutomationJEScheduleEpic,
     retryInvoicingQboSyncTaskEpic,
     retryOrRefundBillEpic,
+    revertJeScheduleEpic,
     reviewDraftRemisBulkActionEpic,
     reviewExpenseAutomationFluxAnalysisViewEpic,
     revokeCardInviteEpic,
@@ -1317,6 +1325,7 @@ const ALL_EPICS = [
     saveInvoicingSubscriptionEpic,
     saveMagicLinkBankAccountEpic,
     saveNewAddressEpic,
+    saveNewScheduleEpic,
     saveNotificationPreferencesEpic,
     saveNotificationSettingsEpic,
     saveOAuthConnectionEpic,
@@ -1341,6 +1350,7 @@ const ALL_EPICS = [
     saveVendorsTabVendorEpic,
     scheduleTenantCreditScoreCronEpic,
     searchTransactionsForManualMatchEpic,
+    searchTransactionsForNewScheduleEpic,
     seedAiCardCreationFormDraftEpic,
     seedAiCardPolicyFormDraftEpic,
     sendCompanyMonthEndReportEpic,
@@ -1362,9 +1372,8 @@ const ALL_EPICS = [
     submitFeedbackEpic,
     submitIntlVerificationEpic,
     submitInvoicingBrandingFormEpic,
-    submitInvoicingQboSettingsEpic,
     submitQuestionEpic,
-    submitRecommendationFeedbackEpic,
+    switchExpenseAutomationJESchedulesTabEpic,
     syncInvoicingSubscriptionCouponsEpic,
     syncTabsAfterAutomatchEpic,
     toggleReportUIOptionForecastModeEpic,

package/lib/esm/index.js

@@ -60,7 +60,7 @@ import { getForecast } from './entity/forecast/forecastSelector';
 import { toEntityType, } from './entity/genericEntity/entity';
 import { updateEntities } from './entity/genericEntity/entityReducer';
 import { getEntityByEntityIDs } from './entity/genericEntity/entitySelector';
-import { ALL_SCHEDULES_TYPES, getJEScheduleTransactionKey, toScheduleTypesType, toScheduleTypesTypeStrict, } from './entity/jeSchedules/jeSchedulesTypes';
+import { ALL_JE_SCHEDULE_IGNORE_REASONS, ALL_JE_SCHEDULE_REVERT_REASONS, ALL_ONE_TIME_ACCRUAL_IGNORE_REASONS, ALL_ONE_TIME_ACCRUAL_REVERT_REASONS, ALL_SCHEDULES_TYPES, getJEScheduleTransactionKey, toScheduleTypesType, toScheduleTypesTypeStrict, } from './entity/jeSchedules/jeSchedulesTypes';
 import { ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY, } from './entity/monthEndCloseChecks/monthEndCloseChecksState';
 import { updateCommentsNotifications, updateCommentsNotificationsStatuses, } from './entity/notification/notificationReducer';
 import { toNotificationModeStrict, } from './entity/notification/types/notificationTypes';
@@ -83,7 +83,7 @@ import { isTransferTransaction, } from './entity/transaction/stateTypes/otherTra
 import { toPlatformLineDetailType, } from './entity/transaction/stateTypes/transactionLine';
 import { toTransactionCategory, toTransactionType, toTransactionTypeStrict, } from './entity/transaction/stateTypes/transactionType';
 import { isVendorTransaction, isVendorTransactionWithCustomer, } from './entity/transaction/stateTypes/vendorTransaction';
-import { getSupportedTransactionById } from './entity/transaction/transactionSelector';
+import { getScheduleTransactionById, getSupportedTransactionById, } from './entity/transaction/transactionSelector';
 import { getUserRoleByUserId, getUserRoleByUserIds, } from './entity/userRole/userRoleSelector';
 import { hasBillPayAccessible, hasBillPayFallbackAdminLevelAccess, hasChargeCardAccessible, hasReimbursementAccessible, hasReimbursementUserAccess, hasRemiFallbackAdminLevelAccess, hasTreasuryAccessible, hasZeniAccountsAccessible, isZeniSignedInUser, } from './entity/userRole/userRoleTenantAccess';
 import { getUserRoleMap, hasAICFOAccess, hasAdminLevelAccess, hasAnyCompanyRole, hasAnyFinOpRole, hasBillPayAccess, hasBillPayAdminLevelAccess, hasBookKeepingAdminLevelAccess, hasBookKeepingUserLevelAccess, hasChargeCardAccess, hasChargeCardAdminLevelAccess, hasEmployeeLevelAccess, hasFullOrAdminLevelAccess, hasInvestorBankerLevelAccess, hasInvoicingAdminLevelAccess, hasOnlyBillPayAccess, hasOnlyChargeCardAccess, hasOnlyReimbursementAccess, hasOnlyZeniAccountsAccess, hasReimbursementAccess, hasReimbursementAdminLevelAccess, hasSpendManagementAccess, hasSpendManagementAdminLevelAccess, hasSuperAdminLevelAccess, hasTreasuryAccess, hasTreasuryAdminLevelAccess, hasZeniAccountsAccess, hasZeniAccountsAdminLevelAccess, hasZeniRoleOrCompanyOfficerAccess, isFinOpsUserRoleType, isNonZeniRole, toUserRoleType, toUserRoleTypeStrict, } from './entity/userRole/userRoleType';
@@ -181,24 +181,26 @@ import uploadAccountStatementIntoDocumentAI from './view/expenseAutomationView/e
 import { fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedPeriod, updateCurrentSelectedView, } from './view/expenseAutomationView/expenseAutomationViewReducer';
 import { getExpenseAutomationView } from './view/expenseAutomationView/expenseAutomationViewSelector';
 import { toExpenseAutomationViewType, } from './view/expenseAutomationView/expenseAutomationViewState';
+import { computeNewScheduleJeDetails } from './view/expenseAutomationView/helpers/newScheduleLocalDataHelper';
 import { isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardCreditType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, } from './view/expenseAutomationView/helpers/reconciliationHelpers';
 import { MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, } from './view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper';
 import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFluxAnalysisView, updateFluxAnalysisViewPageMetaData, updateFluxAnalysisViewUIState, updateOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview, } from './view/expenseAutomationView/reducers/fluxAnalysisViewReducer';
-import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryJeSchedule as retryExpenseAutomationJESchedule, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, updateJESchedulesUIState as updateExpenseAutomationJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
+import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, clearSearchTransactionsForNewSchedule as clearJeSearchTransactionsForNewSchedule, createOneTimeAccrual, createOneTimeAccrualFailure, createOneTimeAccrualSuccess, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, fetchOneTimeAccrual, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, ignoreOneTimeAccrual, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeNewSchedule as initializeJeNewSchedule, initializeJeScheduleLocalData, promoteOneTimeAccrual, removeJeScheduleTransactionKey, resetNewScheduleLocalData as resetJeNewScheduleLocalData, retryJeSchedule as retryExpenseAutomationJESchedule, revertJeSchedule, revertOneTimeAccrual, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, saveNewSchedule as saveJeNewSchedule, saveNewScheduleFailure as saveJeNewScheduleFailure, saveNewScheduleSuccess as saveJeNewScheduleSuccess, searchTransactionsForNewSchedule as searchJeTransactionsForNewSchedule, searchTransactionsForNewScheduleFailure as searchJeTransactionsForNewScheduleFailure, searchTransactionsForNewScheduleSuccess as searchJeTransactionsForNewScheduleSuccess, toggleJECreatedGroupCollapsed, toggleJEPendingGroupCollapsed, updateJESchedulesUIState as updateExpenseAutomationJESchedulesUIState, updateJEScheduleTypeFilter, updateNewScheduleLocalData as updateJeNewScheduleLocalData, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
 import { acknowledgeBulkUploadConfirmMatchComplete, bulkUploadAutomatchingTimedOut, bulkUploadReceipts, bulkUploadReceiptsFailure, bulkUploadReceiptsSuccess, clearBulkUpload, clearBulkUploadBatchDetailsForScopeChange, clearManualSearchResults, clearMissingReceiptsTabNavigation, confirmBulkUploadMatch, confirmBulkUploadMatchFailure, confirmBulkUploadMatchSuccess, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsFailure, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, fetchBulkUploadBatchesFailure, fetchBulkUploadBatchesSuccess, fetchCompletedTransactions, fetchCompletedTransactionsFailure, fetchCompletedTransactionsSuccess, fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, markBatchDetailRefreshAttempted, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, pusherBatchStatusUpdate, refreshBatchDetailsForBatchId, requestMissingReceiptsTabNavigation, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, searchTransactionsForManualMatch, searchTransactionsForManualMatchFailure, searchTransactionsForManualMatchSuccess, setBulkUploadCompletedSubTab, setBulkUploadResultsTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, storeBatchDetails, updateBulkUploadProgress, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess, } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
 import { clearStatementDateConflict, confirmStatementMapping, deleteAccountStatement, excludeAccountFromReconciliation, fetchReconciliation as fetchReconciliationView, includeAccountInReconciliation, parseCombinedStatement, parseStatement, parseStatementFailure, parseStatementSuccess, reparseStatement, reparseStatementFailure, reparseStatementSuccess, resetReparseStatementStatus, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, setStatementProcessingDismissedToBackground, submitCombinedStatementUpdate, submitStatementUpdate, updateAccountReconciliationLocalData as updateExpenseAutomationAccountReconciliationLocalData, updateSelectedAccountId as updateExpenseAutomationAccountReconciliationSelectedAccountId, updateSelectedTab as updateExpenseAutomationAccountReconciliationSelectedTab, updateReconListScrollPosition as updateExpenseAutomationReconListScrollPosition, updateReviewTabSortState as updateExpenseAutomationReconReviewTabListSortState, updateReviewTabLocalData as updateExpenseAutomationReconReviewTabLocalData, updateReconcileTabListScrollState as updateExpenseAutomationReconcileTabListScrollState, updateReconcileTabListSortState as updateExpenseAutomationReconcileTabListSortState, updateReconcileTabLocalData as updateExpenseAutomationReconcileTabLocalData, updateSelectedDrawerAccountId as updateExpenseAutomationSelectedDrawerAccountId, updateNodeCollapseState, updateParsedStatementData, updateStatementProcessingBackgroundCompletedSteps, updateStatementProcessingFailed, updateStatementUpdateLocalData, updateStatementUploadChosen, uploadAccountStatement, } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
 import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markCategoryClassRecommendationsFailureForCategorization, markTransactionAsNotMiscategorized, removeTransactionFromAllTabs, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, updateTransactionFilters, updateTransactionGroup, uploadTransactionCategorizationReceiptSuccess, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
 import { getExpenseAutomationFluxAnalysisView } from './view/expenseAutomationView/selectors/fluxAnalysisViewSelector';
+import { getNewAccrualAccountsView as getJeNewAccrualAccountsView, getNewScheduleSearchTransactionsView as getJeNewScheduleSearchTransactionsView, getNewScheduleView as getJeNewScheduleView, } from './view/expenseAutomationView/selectors/jeNewScheduleViewSelector';
 import { getExpenseAutomationReconciliationView, getLedgerAccountsForCombinedStatementMapping, getReparseStatementStatusByAccountId, getUnavailableLedgerAccountIds, isAccountReconReport, } from './view/expenseAutomationView/selectors/reconciliationViewSelector';
 import { getExpenseAutomationTransactionView, getLastTransferEntryReplacement, } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
 import { applyTransactionFilters } from './view/expenseAutomationView/transactionFilterHelpers';
 import { TRANSACTION_FILTER_CATEGORIES, } from './view/expenseAutomationView/transactionFilterTypes';
 import { DEFAULT_COMPLETED_SUB_TAB, toCompletedSubTab, } from './view/expenseAutomationView/types/completedSubTab';
-import { toJEScheduleMainTab as toExpenseAutomationJEScheduleMainTab, toJEScheduleSortKey as toExpenseAutomationJEScheduleSortKey, } from './view/expenseAutomationView/types/jeSchedulesViewState';
+import { DEFAULT_TRANSACTION_GROUP, TRANSACTION_GROUPS, toTransactionGroup, } from './view/expenseAutomationView/types/transactionGroup';
+import { toJEScheduleSortKey as toExpenseAutomationJEScheduleSortKey, toJEPageTab, } from './view/expenseAutomationView/types/jeSchedulesViewState';
 import { BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toMatchSource, toMissingReceiptsTab, } from './view/expenseAutomationView/types/missingReceiptsViewState';
 import { toMissingReceiptsSortKey as toExpenseAutomationMissingReceiptsSortKey, } from './view/expenseAutomationView/types/missingReceiptsViewState';
 import { toReconciliationTabsType, } from './view/expenseAutomationView/types/reconciliationViewState';
-import { DEFAULT_TRANSACTION_GROUP, TRANSACTION_GROUPS, toTransactionGroup, } from './view/expenseAutomationView/types/transactionGroup';
 import { toTransactionsTabKey as toExpenseAutomationTransactionsTabKey, toTransactionsSortKey, } from './view/expenseAutomationView/types/transactionsViewState';
 import { fetchRegisteredInterests, notifyMeForFeature, } from './view/featureNotificationView/featureNotificationViewReducer';
 import { getFeatureNotificationView, getRegisteredInterests, getRegisteredInterestsByFeature, isFeatureInterestRegistered, } from './view/featureNotificationView/featureNotificationViewSelector';
@@ -264,7 +266,7 @@ import { fetchProfitAndLossForTimeframeProjectView, fetchProfitAndLossProjectVie
 import { getProfitAndLossProjectView } from './view/profitAndLossProjectView/profitAndLossProjectViewSelector';
 import { fetchProjectList } from './view/projectList/projectListReducer';
 import { getProjectList, } from './view/projectList/projectListSelector';
-import { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, submitRecommendationFeedback, } from './view/recommendation/recommendationReducer';
+import { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, } from './view/recommendation/recommendationReducer';
 import { DEFAULT_REFERRER_AMOUNT, clearReferrals, fetchReferrals, fetchRewardsPlan, resendReferralInvite, saveReferralFormDataInLocalStore, sendReferralInvite, updateReferViewed, updateReferralListSortUiState, } from './view/referralView/referralReducer';
 import { getInviteFormView, getReferralListView, getRewardsPlanCard, } from './view/referralView/referralSelector';
 import { AmountStatusTypes, StatusTypes, toReferralListViewSortKeyType, } from './view/referralView/referralState';
@@ -483,9 +485,10 @@ export { stringToUnion, stringToUnionStrict };
 export { fetchMonthEndCloseChecks, fetchMonthClosePerformanceTrend, getMonthEndCloseChecksViewByTenantId, ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY, };
 export { 
 // Bulk Upload Types
-BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, DEFAULT_COMPLETED_SUB_TAB, DEFAULT_TRANSACTION_GROUP, TRANSACTION_GROUPS, toTransactionGroup, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, toExpenseAutomationJEScheduleMainTab, toExpenseAutomationJEScheduleSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionGroup, fetchExpenseAutomationMissingReceipts, 
+BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, DEFAULT_COMPLETED_SUB_TAB, DEFAULT_TRANSACTION_GROUP, TRANSACTION_GROUPS, toTransactionGroup, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, toExpenseAutomationJEScheduleSortKey, toJEPageTab, toggleJECreatedGroupCollapsed, toggleJEPendingGroupCollapsed, updateJEScheduleTypeFilter, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionGroup, fetchExpenseAutomationMissingReceipts, 
 // Bulk Upload Actions
 bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, clearBulkUploadBatchDetailsForScopeChange, markBatchDetailRefreshAttempted, refreshBatchDetailsForBatchId, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, getExpenseAutomationFluxAnalysisView, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, getLastTransferEntryReplacement, updateFluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, getExpenseAutomationReconciliationView, getLedgerAccountsForCombinedStatementMapping, getReparseStatementStatusByAccountId, getUnavailableLedgerAccountIds, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, getAccountReconByAccountIdAndSelectedPeriod, toReconciliationTabsType, isAccountReconReport, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, updateStatementProcessingFailed, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, toReconciliationAccountSource, deleteAccountStatement, uploadAccountStatement, parseCombinedStatement, parseStatement, parseStatementSuccess, parseStatementFailure, reparseStatement, reparseStatementSuccess, reparseStatementFailure, resetReparseStatementStatus, updateParsedStatementData, updateNodeCollapseState, updateStatementUploadChosen, submitCombinedStatementUpdate, submitStatementUpdate, clearStatementDateConflict, confirmStatementMapping, updateStatementUpdateLocalData, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, setStatementProcessingDismissedToBackground, updateStatementProcessingBackgroundCompletedSteps, };
+export { computeNewScheduleJeDetails, createOneTimeAccrual, createOneTimeAccrualFailure, createOneTimeAccrualSuccess, fetchOneTimeAccrual, getJeNewAccrualAccountsView, ignoreOneTimeAccrual, promoteOneTimeAccrual, revertJeSchedule, revertOneTimeAccrual, getJeNewScheduleSearchTransactionsView, getJeNewScheduleView, };
 export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateTransactionFilters, updateSelectedCheckboxTransactionIds, markCategoryClassRecommendationsFailureForCategorization, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, resetCreateTransferEntryStatus, clearTransferEntryRouteReplacement, fetchAccountsForTransferFlow, removeTransactionFromAllTabs, clearExpenseAutomationTransactionsView, toTransactionsSortKey, };
 export { TOP_EX_TIME_PERIODS };
 export { toTimeframeTick, mapTimePeriodtoTimeframeTick, toTimePeriod, toAbsoluteDay, toMonthYearPeriodId, convertToPeriod, };
@@ -541,7 +544,7 @@ export { toTransactionType, toTransactionTypeStrict, toTransactionCategory, };
 export { defaultVendorCurrency, updateVendors };
 export { isVendorTransaction, isVendorTransactionWithCustomer, };
 export { isTransferTransaction };
-export { getSupportedTransactionById, };
+export { getScheduleTransactionById, getSupportedTransactionById, };
 export { updateLatestTransactionId, parallelFetchAccountTransactionList, parallelFetchEntityTransactionList, fetchAccountTransactionList, updateTransactionListByAccount, updateTransactionListByAccountFailure, updateTransactionListByAccountUIState, parallelFetchClassTransactionList, updateTransactionListByClassUIState, updateTransactionListByClass, parallelFetchProjectTransactionList, updateTransactionListByProjectUIState, updateTransactionListByProject, updateTransactionListUIStateByCategoryType, parallelFetchTransactionListByCategoryType, };
 export { getTransactionListByAccount, getTransactionListUIStateByAccountKey, };
 export { fetchEntityTransactionList, updateTransactionListByEntity, saveTransactionDetailLocalData, clearTransactionDetailSaveStatus, updateTransactionListByEntityFailure, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, saveTransactionDetail, setAllLineItemsLocalDataIsUpdateAllChecked, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetSelectedCustomer, resetVendor, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, addSplitLine, deleteSplitLine, toggleSplitEditMode, };
@@ -629,7 +632,7 @@ export { getSpendManagementEffectiveListPeriod, getSelectedCompanyOfficer, showB
 export { canSendMonthEndEmailReport, shouldEnableCalendarPickerForLastReportSent, };
 export { getInternationalSubConfigCodeKey, BILL_NEW_PAYMENT_METHODS, NEW_INTERNATIONAL_METHOD_SUBTEXT, SWIFT_OUR_INTERNATIONAL_METHOD_SUBTEXT, LOCAL_CURRENCY_INTERNATIONAL_METHOD_SUBTEXT, };
 export { getVendorList, updateSortUiState, updatePageToken, updateYTDSelectionUIState, isColumnYTDSpend, isVendorsTabVisible, toVendorReportIDType, getVendorFiling1099List, fetchVendorsFiling1099Download, };
-export { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, submitRecommendationFeedback, };
+export { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, };
 export { fetchOwnerList };
 export { getZeniAccountsConfigDetail, getZeniAccountList, fetchZeniAccountList, fetchAccountList, createCheckingAccount, fetchPaymentAccountList, unlinkPaymentAccount, getDepositAccountDetail, getAllDepositAccounts, getDepositAccountDetailForPDF, fetchDepositAccount, fetchZeniAccountsConfig, updateTransferMoneyLocalData, updateTransferToLocalData, updateDepositToLocalData, transferMoney, getTransferDetail, clearTransferDetail, clearReviewTransferDetail, fetchReviewTransferDetail, fetchDepositAccountDetail, depositCheck, updateCheckDepositLocalData, clearCheckDeposit, getCheckDepositDetail, updateDepositAccount, fetchDepositAccountHistorySuccess, fetchDepositAccountHistoryFailure, fetchZeniAccStatementPage, getZeniAccStatements, };
 export { fetchDepositAccountTransactionList, getDepositAccountTransactionList, };
@@ -652,9 +655,9 @@ export { updateChargeCardTransactionAttachments, updateChargeCardStatusFromPushe
 export { TIME_SERIES_DURATIONS, convertToTimeSeriesSelectionRange, toTimeSeriesDuration, fetchAggregatedReport, aggregatedReportView, };
 export { fetchApAging, getApAgingReport, updateApAgingUIState, };
 export { fetchApAgingDetail, getApAgingDetailForVendor, updateApAgingDetailUIState, };
-export { clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchExpenseAutomationJESchedulesPage, ignoreExpenseAutomationJESchedule, initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryExpenseAutomationJESchedule, updateExpenseAutomationJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, };
+export { clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, clearJeSearchTransactionsForNewSchedule, fetchExpenseAutomationJESchedulesPage, ignoreExpenseAutomationJESchedule, initializeJeAccountSettingsView, initializeJeNewSchedule, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, resetJeNewScheduleLocalData, retryExpenseAutomationJESchedule, saveJeNewSchedule, saveJeNewScheduleFailure, saveJeNewScheduleSuccess, searchJeTransactionsForNewSchedule, searchJeTransactionsForNewScheduleFailure, searchJeTransactionsForNewScheduleSuccess, updateExpenseAutomationJESchedulesUIState, updateJeNewScheduleLocalData, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, };
 export { createNewSchedulesAccrued, deleteScheduleAccruedDetail, cancelScheduleAccruedJournalEntry, fetchScheduleAccruedDetails, fetchScheduleAccruedDetailsPage, resetJEAccruedLinkInLocalData, saveScheduleAccruedDetails, updateAmountsInScheduleAccruedDetail, updatedJEAccruedLinkWithRecommendedLocalData, updatedJELinkInLocalDataAccruedExpenses, fetchRecommendedTransactionRowIndex, clearSelectedJELinkRowIndex, updateLinkBillExpenseLocalData, updateScheduleAccruedDetailsLocalData, updateSelectedJEAccruedScheduleKey, resetSelectedJEAccruedScheduleKey, resetAccruedDetailNewScheduleState, };
-export { getJEScheduleTransactionKey, ALL_SCHEDULES_TYPES, getScheduleListReport, getAccruedScheduleListReport, fetchScheduleList, fetchAccruedScheduleList, fetchDownloadSchedules, fetchSchedulesAccount, updateScheduleListLocalData, getFetchStateForScheduleAccountList, toScheduleTypesType, toScheduleTypesTypeStrict, toScheduleListTabsFileTypeStrict, toScheduleSubTabType, updateScheduleListSubTab, updateScheduleListSearchText, updateScheduleListScrollState, updateScheduleListSortState, updateSelectedJEScheduleKey, fetchScheduleDetails, getScheduleDetailsView, getAccruedScheduleDetailsView, fetchScheduleDetailsPage, saveScheduleDetails, deleteScheduleDetail, createNewSchedules, updateScheduleDetailsLocalData, updateScheduleListDownloadState, updateAccruedJEScheduleAccruedByListKey, updatedSelectedJELinkRowIndex, getQBOUrlForLink, getThirdPartyIDFromQBOURL, updatedJELinkInLocalData, updateAmountsInScheduleDetail, resetJELinkInLocalData, updatedJELinkWithRecommendedLocalData, getFetchStateForScheduleListByType, getDefaultSelectedTimeframeForScheduleType, markAsCompleteScheduleDetail, resetMarkAsCompleteStatus, fetchVendorTabView, updateVendorTabViewTab, getVendorTabView, };
+export { getJEScheduleTransactionKey, ALL_JE_SCHEDULE_IGNORE_REASONS, ALL_JE_SCHEDULE_REVERT_REASONS, ALL_ONE_TIME_ACCRUAL_IGNORE_REASONS, ALL_ONE_TIME_ACCRUAL_REVERT_REASONS, ALL_SCHEDULES_TYPES, getScheduleListReport, getAccruedScheduleListReport, fetchScheduleList, fetchAccruedScheduleList, fetchDownloadSchedules, fetchSchedulesAccount, updateScheduleListLocalData, getFetchStateForScheduleAccountList, toScheduleTypesType, toScheduleTypesTypeStrict, toScheduleListTabsFileTypeStrict, toScheduleSubTabType, updateScheduleListSubTab, updateScheduleListSearchText, updateScheduleListScrollState, updateScheduleListSortState, updateSelectedJEScheduleKey, fetchScheduleDetails, getScheduleDetailsView, getAccruedScheduleDetailsView, fetchScheduleDetailsPage, saveScheduleDetails, deleteScheduleDetail, createNewSchedules, updateScheduleDetailsLocalData, updateScheduleListDownloadState, updateAccruedJEScheduleAccruedByListKey, updatedSelectedJELinkRowIndex, getQBOUrlForLink, getThirdPartyIDFromQBOURL, updatedJELinkInLocalData, updateAmountsInScheduleDetail, resetJELinkInLocalData, updatedJELinkWithRecommendedLocalData, getFetchStateForScheduleListByType, getDefaultSelectedTimeframeForScheduleType, markAsCompleteScheduleDetail, resetMarkAsCompleteStatus, fetchVendorTabView, updateVendorTabViewTab, getVendorTabView, };
 export { toVendorFirstReviewViewColumnKeyType, getGlobalMerchantAutoCompleteResults, getVendorFirstReviewView, getVendorFirstReviewAttachmentView, fetchVendorFirstReviewView, fetchVendorFirstReviewAttachments, updateVendorFirstReviewViewScrollYOffset, resetVendorFirstReviewLocalData, updateVendorFirstReviewViewPageToken, clearRecentlySavedErroredVendorData, saveVendorFirstReviewView, updateVendorFirstReviewViewLocalData, updateVendorFirstReviewSortUiState, fetchGlobalMerchantAutoCompleteView, clearGlobalMerchantAutoCompleteResults, updateReviewVendorDetailLocalData, saveVendorDetailsView, getVendorDetailSelectorView, };
 export { fetchGlobalMerchantRecommendation, createGlobalMerchant, updateCreateGlobalMerchantLocalData, clearGlobalMerchantView, getGlobalMerchantView, };
 export { approveVendorGlobalReview, rejectVendorGlobalReview, fetchVendorGlobalReviewView, updateSelectedGlobalMerchant, updateVendorGlobalReviewViewUIState, getVendorGlobalReviewView, getTenantMerchantByMerchantId, toVendorGlobalReviewColumnSortKeyType, updateVendorGlobalReviewViewLocalData, };
@@ -849,17 +852,19 @@ export { getInvoicingCatalogItemDetail } from './view/invoicing/invoicingCatalog
 export { getInvoicingPlanById } from './entity/invoicing/plan/planSelector';
 export { getInvoicingProductById } from './entity/invoicing/product/productSelector';
 // ── Invoicing: settings ───────────────────────────────────────────────────────
-export { connectInvoicingStripe, disconnectInvoicingStripe, fetchInvoicingSettings, resetInvoicingBrandingFormDraft, resetInvoicingQboSettingsDraft, resetSaveInvoicingSettings, saveInvoicingSettings, submitInvoicingBrandingForm, submitInvoicingQboSettings, updateInvoicingBrandingFormDraft, updateInvoicingQboSettingsDraft, updateInvoicingSettings, } from './view/invoicing/settingsView/settingsViewReducer';
-export { getInvoicingBrandingFormView, getInvoicingQboSettingsFormView, getInvoicingSettings, getInvoicingSettingsFetchState, getInvoicingSettingsHubView, getInvoicingSettingsView, } from './view/invoicing/settingsView/settingsViewSelector';
-export { entityToInvoicingQboSettingsLocalData, initialInvoicingQboSettingsLocalData, invoicingQboSettingsLocalDataToPayload, } from './view/invoicing/settingsView/invoicingQboSettingsFormConfig';
+export { connectInvoicingStripe, disconnectInvoicingStripe, fetchInvoicingSettings, resetInvoicingBrandingFormDraft, resetSaveInvoicingSettings, saveInvoicingSettings, submitInvoicingBrandingForm, updateInvoicingBrandingFormDraft, updateInvoicingSettings, } from './view/invoicing/settingsView/settingsViewReducer';
+export { getInvoicingBrandingFormView, getInvoicingSettings, getInvoicingSettingsFetchState, getInvoicingSettingsHubView, getInvoicingSettingsView, } from './view/invoicing/settingsView/settingsViewSelector';
 export { INVOICING_BUSINESS_ADDRESS_TYPE, entityToInvoicingBrandingFormLocalData, initialInvoicingBrandingFormLocalData, } from './view/invoicing/settingsView/invoicingBrandingFormConfig';
 export { isStripeConnectedFromSettings } from './view/invoicing/settingsView/invoicingSettingsHelpers';
 // ── Invoicing: QBO integration ────────────────────────────────────────────────
 export { fetchInvoicingAccountingPickers, fetchInvoicingQboConnection, fetchInvoicingQboSyncHealth, retryInvoicingQboSyncTask, startInvoicingQboBackfill, } from './view/invoicing/invoicingQboView/invoicingQboViewReducer';
 export { INVOICING_INCOME_ACCOUNT_TYPES, invoicingAccountsForQboAccountTypes, } from './view/invoicing/invoicingQboView/invoicingQboViewSelector';
 export { getInvoicingQboView } from './view/invoicing/invoicingQboView/invoicingQboViewSelector';
-export { INVOICING_QBO_CUSTOMER_MATCHING_MODES, getInvoicingQboAccountMappingId, toInvoicingNamedOptionsByKey, toInvoicingQboCustomerMatchingMode, } from './entity/invoicing/invoicingCommonPayload';
+export { INVOICING_QBO_CUSTOMER_MATCHING_MODES, getInvoicingQboAccountMappingId, toInvoicingNamedOptionsByKey, toInvoicingQboCustomerMatchingMode, withInvoicingQboAccountMappingId, } from './entity/invoicing/invoicingCommonPayload';
 // ── Invoicing: config ─────────────────────────────────────────────────────────
 export { acceptInvoicingTerms, enableInvoicing, fetchInvoicingConfig, resetInvoicingConfigActionStates, updateInvoicingConfig, } from './view/invoicing/invoicingConfigView/invoicingConfigViewReducer';
 export { getInvoicingConfigView } from './view/invoicing/invoicingConfigView/invoicingConfigViewSelector';
 export { getInvoicingOnboardingGateView } from './view/invoicing/invoicingConfigView/invoicingConfigViewSelector';
+// Accrued JE schedules are not a discriminated union member, so consumers need this guard to
+// narrow a JEScheduleRow before reading baseTransaction / recurringAmount.
+export { getExpenseAutomationJEOneTimeAccrualDetailView, getJEScheduleRowType, isAccruedScheduleRow, isAiAccountantSchedule, isExistingTabRow, isOneTimeAccrualRow, isRenderableOneTimeAccrual, isPendingReviewRow, } from './view/expenseAutomationView/selectors/jeSchedulesViewSelector';

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

@@ -8,6 +8,7 @@ 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;
@@ -59,14 +60,16 @@ export const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.
                 state.expenseAutomationFluxAnalysisViewState.groupsBySelectedPeriod[monthYearPeriodId] == null)) {
             fetchActions.push(fetchFluxAnalysisView(selectedPeriod, cacheOverride, refreshViewInBackground, null));
         }
+        // The two JE tabs cache separately, so only the tab actually being shown decides whether a
+        // fetch is still needed.
+        const jeSchedulesPeriodTabKey = getJESchedulePeriodTabKey(state.expenseAutomationJESchedulesViewState.uiState.selectedPageTab, monthYearPeriodId);
         if (state.expenseAutomationJESchedulesViewState.fetchState !==
             'In-Progress' &&
             (!state.expenseAutomationJESchedulesViewState.hasValidState() ||
                 state.expenseAutomationJESchedulesViewState
-                    .jeScheduleTransactionKeysByPeriod[monthYearPeriodId] == null ||
+                    .jeScheduleTransactionKeysByPeriodAndTab[jeSchedulesPeriodTabKey] == null ||
                 state.expenseAutomationJESchedulesViewState
-                    .failedJeScheduleTransactionKeysByPeriod[monthYearPeriodId] ==
-                    null)) {
+                    .failedJeScheduleTransactionKeysByPeriodAndTab[jeSchedulesPeriodTabKey] == null)) {
             fetchActions.push(fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
         }
         if (state.expenseAutomationReconciliationViewState.fetchState !==

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));
 }));