@zeniai/client-epic-state 5.2.11-betaAM1 → 5.2.11-betaAM3

package/lib/entity/jeSchedules/jeSchedulesPayload.d.ts

@@ -19,14 +19,25 @@ export interface JEScheduleAISummaryFieldPayload {
     cot?: string[];
     predicted_value?: number | string;
 }
+/** The whole-recommendation summary. Carries narrative only -- no predicted value, no confidence. */
+export interface JEScheduleSummaryPayload {
+    confidence?: number;
+    cot?: string[];
+    reasoning?: string;
+    reasoning_long?: string;
+}
 export interface JEScheduleAISummariesPayload {
     credit_account?: JEScheduleAISummaryFieldPayload;
     credit_accounting_class?: JEScheduleAISummaryFieldPayload;
     debit_account?: JEScheduleAISummaryFieldPayload;
     debit_accounting_class?: JEScheduleAISummaryFieldPayload;
+    end_date?: JEScheduleAISummaryFieldPayload;
     period?: JEScheduleAISummaryFieldPayload;
     posting_date?: JEScheduleAISummaryFieldPayload;
+    posting_start_date?: JEScheduleAISummaryFieldPayload;
+    schedule_summary?: JEScheduleSummaryPayload;
     schedule_type?: JEScheduleAISummaryFieldPayload;
+    starting_month?: JEScheduleAISummaryFieldPayload;
 }
 export interface JEScheduleRecommendationsPayload {
     credit_account_confidence?: number;

package/lib/entity/jeSchedules/jeSchedulesPayload.js

@@ -215,6 +215,43 @@ function toJEScheduleAISummaries(payload) {
                 : undefined,
         };
     }
+    if (payload.starting_month != null) {
+        result.startingMonth = {
+            confidence: payload.starting_month.confidence,
+            reasoning: payload.starting_month.reasoning,
+            cot: Array.isArray(payload.starting_month.cot)
+                ? payload.starting_month.cot
+                : undefined,
+        };
+    }
+    if (payload.end_date != null) {
+        result.endDate = {
+            confidence: payload.end_date.confidence,
+            reasoning: payload.end_date.reasoning,
+            cot: Array.isArray(payload.end_date.cot)
+                ? payload.end_date.cot
+                : undefined,
+        };
+    }
+    if (payload.posting_start_date != null) {
+        result.postingStartDate = {
+            confidence: payload.posting_start_date.confidence,
+            reasoning: payload.posting_start_date.reasoning,
+            cot: Array.isArray(payload.posting_start_date.cot)
+                ? payload.posting_start_date.cot
+                : undefined,
+        };
+    }
+    if (payload.schedule_summary != null) {
+        result.scheduleSummary = {
+            confidence: payload.schedule_summary.confidence,
+            reasoning: payload.schedule_summary.reasoning,
+            reasoningLong: payload.schedule_summary.reasoning_long,
+            cot: Array.isArray(payload.schedule_summary.cot)
+                ? payload.schedule_summary.cot
+                : undefined,
+        };
+    }
     return Object.keys(result).length > 0 ? result : undefined;
 }
 function toJEScheduleRecommendations(payload) {

package/lib/entity/jeSchedules/jeSchedulesState.d.ts

@@ -19,14 +19,32 @@ export interface JEScheduleFieldRecommendation {
     reasoning: string;
     cot?: string[];
 }
+/**
+ * The agent's summary of the whole recommendation, as opposed to one field of it.
+ *
+ * `confidence` is mapped but not yet produced: the schedule's own `confidence_score` column arrives
+ * null on every agent-written schedule, and agent-je's ScheduleSummary currently carries narrative
+ * only. Whichever of the two the backend starts populating, the UI picks it up without a change
+ * here -- and until one of them does, the popover shows no confidence rather than a made-up one.
+ */
+export interface JEScheduleSummary {
+    confidence?: number;
+    cot?: string[];
+    reasoning?: string;
+    reasoningLong?: string;
+}
 export interface JEScheduleAISummaries {
     creditAccount?: JEScheduleFieldRecommendation;
     creditClass?: JEScheduleFieldRecommendation;
     debitAccount?: JEScheduleFieldRecommendation;
     debitClass?: JEScheduleFieldRecommendation;
+    endDate?: JEScheduleFieldRecommendation;
     period?: JEScheduleFieldRecommendation;
     postingDate?: JEScheduleFieldRecommendation;
+    postingStartDate?: JEScheduleFieldRecommendation;
+    scheduleSummary?: JEScheduleSummary;
     scheduleType?: JEScheduleFieldRecommendation;
+    startingMonth?: JEScheduleFieldRecommendation;
 }
 export interface JEScheduleRecommendations {
     creditAccountConfidence?: number;
@@ -117,6 +135,27 @@ export interface JEAccruedScheduledTransactionState extends Omit<JEScheduledTran
     memo: string;
     recurringAmount: Amount;
 }
+/**
+ * What a human can change on a draft accrual before posting it.
+ *
+ * Deliberately not the whole accrual: posting date is derived server-side from the service month,
+ * and vendor / service month are identity -- agent-je rejects a promote whose body disagrees with
+ * the stored draft on either.
+ */
+export interface OneTimeAccrualEdits {
+    expectedReversalDate?: ZeniDate;
+    jeCreditAccountId?: ID;
+    jeDebitAccountId?: ID;
+    jeDebitAccountingClassId?: ID;
+    jeDebitAccountingClassName?: string;
+    memo?: string;
+    /**
+     * The Auto Reversal toggle, modelled as the same boolean the New form and the create payload use
+     * rather than a policy string: `reverse_next_month` alone decides the policy server-side, and
+     * sending both would be two sources of truth for one control.
+     */
+    reverseNextMonth?: boolean;
+}
 export interface JEOneTimeAccrualCreator {
     userId: ID;
     email?: string;

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

@@ -204,6 +204,43 @@ function toJEScheduleAISummaries(payload) {
                 : undefined,
         };
     }
+    if (payload.starting_month != null) {
+        result.startingMonth = {
+            confidence: payload.starting_month.confidence,
+            reasoning: payload.starting_month.reasoning,
+            cot: Array.isArray(payload.starting_month.cot)
+                ? payload.starting_month.cot
+                : undefined,
+        };
+    }
+    if (payload.end_date != null) {
+        result.endDate = {
+            confidence: payload.end_date.confidence,
+            reasoning: payload.end_date.reasoning,
+            cot: Array.isArray(payload.end_date.cot)
+                ? payload.end_date.cot
+                : undefined,
+        };
+    }
+    if (payload.posting_start_date != null) {
+        result.postingStartDate = {
+            confidence: payload.posting_start_date.confidence,
+            reasoning: payload.posting_start_date.reasoning,
+            cot: Array.isArray(payload.posting_start_date.cot)
+                ? payload.posting_start_date.cot
+                : undefined,
+        };
+    }
+    if (payload.schedule_summary != null) {
+        result.scheduleSummary = {
+            confidence: payload.schedule_summary.confidence,
+            reasoning: payload.schedule_summary.reasoning,
+            reasoningLong: payload.schedule_summary.reasoning_long,
+            cot: Array.isArray(payload.schedule_summary.cot)
+                ? payload.schedule_summary.cot
+                : undefined,
+        };
+    }
     return Object.keys(result).length > 0 ? result : undefined;
 }
 function toJEScheduleRecommendations(payload) {

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

@@ -1,6 +1,6 @@
 import { from, merge } from 'rxjs';
 import { catchError, filter, mergeMap, takeUntil } from 'rxjs/operators';
-import { convertToPeriod, toAbsoluteDay, } from '../../../../commonStateTypes/timePeriod';
+import { DEFAULT_DATE_FORMAT, convertToPeriod, toAbsoluteDay, } from '../../../../commonStateTypes/timePeriod';
 import { generateJEOneTimeAccrualKey } from '../../../../entity/jeSchedules/jeScheduleHelper';
 import { updateJEOneTimeAccruals } from '../../../../entity/jeSchedules/jeSchedulesReducer';
 import { getJEOneTimeAccrualByKey } from '../../../../entity/jeSchedules/jeSchedulesSelector';
@@ -50,21 +50,44 @@ messageSection, accrualId, message, status) {
 }
 export const promoteOneTimeAccrualEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(promoteOneTimeAccrual.match), mergeMap((action) => {
     const state = state$.value;
-    const { accrualId, amount } = action.payload;
+    const { accrualId, amount, edits } = action.payload;
     const accrual = getJEOneTimeAccrualByKey(generateJEOneTimeAccrualKey(accrualId), state.jeSchedulesState);
-    if (accrual?.jeDebitAccountId == null ||
-        accrual.jeCreditAccountId == null) {
+    // An edited value wins; anything untouched falls back to the stored draft, which is what the
+    // list's inline Post sends.
+    const debitAccountId = edits?.jeDebitAccountId ?? accrual?.jeDebitAccountId;
+    const creditAccountId = edits?.jeCreditAccountId ?? accrual?.jeCreditAccountId;
+    if (debitAccountId == null || creditAccountId == null) {
         // Promote posts a journal entry, so it cannot proceed without both sides of it.
         return from(failureActions('save_schedule', accrualId, 'This accrual is missing an expense or liability account.'));
     }
     // vendor_id, vendor_name and service_month are deliberately absent: promote takes them from
     // the stored draft and ignores them in the body, so sending them would imply a reassignment
     // that never happens.
+    // Untouched falls back to the stored policy, so posting without editing cannot silently
+    // flip a scheduled reversal to on-bill-match.
+    const reverseNextMonth = edits?.reverseNextMonth ??
+        accrual?.reversalPolicy === 'scheduled_date';
+    const expectedReversalDate = edits?.expectedReversalDate ?? accrual?.expectedReversalDate;
+    const debitClassId = edits?.jeDebitAccountingClassId ?? accrual?.jeDebitAccountingClassId;
+    const debitClassName = edits?.jeDebitAccountingClassName ??
+        accrual?.jeDebitAccountingClassName;
     const payload = {
         amount,
-        memo: accrual.memo,
-        je_debit_account_id: accrual.jeDebitAccountId,
-        je_credit_account_id: accrual.jeCreditAccountId,
+        memo: edits?.memo ?? accrual?.memo ?? '',
+        je_debit_account_id: debitAccountId,
+        je_credit_account_id: creditAccountId,
+        ...(debitClassId != null ? { je_debit_accounting_class_id: debitClassId } : {}),
+        ...(debitClassName != null
+            ? { je_debit_accounting_class_name: debitClassName }
+            : {}),
+        // Mirrors the create payload: reverse_next_month alone decides the policy, and the date is
+        // only meaningful when it is true -- agent-je derives the reversal from the bill otherwise.
+        reverse_next_month: reverseNextMonth,
+        ...(reverseNextMonth && expectedReversalDate != null
+            ? {
+                expected_reversal_date: expectedReversalDate.format(DEFAULT_DATE_FORMAT),
+            }
+            : {}),
     };
     return zeniAPI
         .putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/${accrualId}`, { ...payload })
@@ -80,7 +103,7 @@ export const promoteOneTimeAccrualEpic = (actions$, state$, zeniAPI) => actions$
                     variables: [
                         {
                             variableName: '_vendor_name_',
-                            variableValue: accrual.vendorName,
+                            variableValue: accrual?.vendorName ?? '',
                         },
                     ],
                 }),

package/lib/esm/view/expenseAutomationView/payload/actualMatchingPayload.js

@@ -18,12 +18,17 @@ export function toActualMatchingTransactionSearchResult(payload) {
         transactionDate: payload.transaction_date,
         accountId: payload.account_id ?? undefined,
         accountName: payload.account_name ?? undefined,
+        accountDescription: payload.account_description ?? undefined,
+        accountingClassId: payload.accounting_class_id ?? undefined,
+        accountingClassName: payload.accounting_class_name ?? undefined,
         currencyCode,
         currencySymbol: payload.currency_symbol ??
             (currencyCode === DEFAULT_CURRENCY_CODE
                 ? DEFAULT_CURRENCY_SYMBOL
                 : currencyCode),
         transactionMemo: payload.transaction_memo ?? undefined,
+        transactionDescription: payload.transaction_description ?? undefined,
+        transactionTypeName: payload.transaction_type_name ?? undefined,
     };
 }
 export function toMatchAndReverseResult(payload) {

package/lib/esm/view/expenseAutomationView/reducers/jeSchedulesViewReducer.js

@@ -574,9 +574,14 @@ const expenseAutomationJESchedulesView = createSlice({
                 error: action.payload.status,
             };
         },
+        /**
+         * Promote applies the body and posts in one step, so it carries whatever the user edited on the
+         * detail page. `edits` is absent when nothing was changed -- the epic then falls back to the
+         * stored accrual, which is what the list's inline Post does.
+         */
         promoteOneTimeAccrual: {
-            prepare(accrualId, amount) {
-                return { payload: { accrualId, amount } };
+            prepare(accrualId, amount, edits) {
+                return { payload: { accrualId, amount, edits } };
             },
             reducer(draft, action) {
                 draft.oneTimeAccrualActionStatusById[action.payload.accrualId] = {

package/lib/index.d.ts

@@ -108,7 +108,7 @@ import { TrendChangeType } from './entity/insights/insightPayload';
 import { Insight } from './entity/insights/insightState';
 import { InsightSummary } from './entity/insights/insightSummary';
 import { JEAccruedSchedule, JEOneTimeAccrual, JEScheduledTransaction, ScheduledJournalEntry } from './entity/jeSchedules/jeSchedulesSelector';
-import { JEOneTimeAccrualAiSuggestion, JEOneTimeAccrualBillingPattern, JEOneTimeAccrualCleared, JEOneTimeAccrualMatchSuggestion, JEOneTimeAccrualMonthlyTotal, JEOneTimeAccrualProfileSnapshot, JEScheduleAISummaries, JEScheduleFieldRecommendation } from './entity/jeSchedules/jeSchedulesState';
+import { JEOneTimeAccrualAiSuggestion, JEOneTimeAccrualBillingPattern, JEOneTimeAccrualCleared, JEOneTimeAccrualMatchSuggestion, JEOneTimeAccrualMonthlyTotal, JEOneTimeAccrualProfileSnapshot, JEScheduleAISummaries, JEScheduleFieldRecommendation, JEScheduleSummary, OneTimeAccrualEdits } from './entity/jeSchedules/jeSchedulesState';
 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, JEOneTimeAccrualKey, JEScheduleIgnoreReasonType, JEScheduleKey, JEScheduleRevertReasonType, JEScheduleTransactionKey, JournalEntryErrorCodeType, OneTimeAccrualIgnoreReasonType, OneTimeAccrualRevertReasonType, ScheduleJournalEntryStatusCodeType, ScheduleStatusCodeType, ScheduleTransactionID, ScheduleTypes, getJEScheduleTransactionKey, toScheduleTypesType, toScheduleTypesTypeStrict } from './entity/jeSchedules/jeSchedulesTypes';
 import { Merchant } from './entity/merchant/merchant';
 import { ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY, MonthCloseCheckMetrics, MonthCloseCheckProgressJson, MonthEndAuditSummary, MonthEndCloseCheck, MonthEndCloseCheckFrequency } from './entity/monthEndCloseChecks/monthEndCloseChecksState';
@@ -944,7 +944,7 @@ export { LinkBillExpenseKey };
 export { clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, clearJeSearchTransactionsForNewSchedule, fetchExpenseAutomationJESchedulesPage, ignoreExpenseAutomationJESchedule, initializeJeAccountSettingsView, initializeJeNewSchedule, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, resetJeNewScheduleLocalData, retryExpenseAutomationJESchedule, saveJeNewSchedule, saveJeNewScheduleFailure, saveJeNewScheduleSuccess, searchJeTransactionsForNewSchedule, searchJeTransactionsForNewScheduleFailure, searchJeTransactionsForNewScheduleSuccess, updateExpenseAutomationJESchedulesUIState, updateJeNewScheduleLocalData, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, };
 export { clearExpenseAutomationActualMatchingView, closeMatchNewModal, clearMatchNewModal, fetchExpenseAutomationActualMatching, fetchExpenseAutomationActualMatchingPage, matchAndReverseAccruals, openMatchNewModal, searchMatchAccruals, searchMatchTransactions, updateExpenseAutomationActualMatchingUIState, };
 export { createNewSchedulesAccrued, deleteScheduleAccruedDetail, cancelScheduleAccruedJournalEntry, fetchScheduleAccruedDetails, fetchScheduleAccruedDetailsPage, resetJEAccruedLinkInLocalData, saveScheduleAccruedDetails, updateAmountsInScheduleAccruedDetail, updatedJEAccruedLinkWithRecommendedLocalData, updatedJELinkInLocalDataAccruedExpenses, fetchRecommendedTransactionRowIndex, clearSelectedJELinkRowIndex, updateLinkBillExpenseLocalData, updateScheduleAccruedDetailsLocalData, updateSelectedJEAccruedScheduleKey, resetSelectedJEAccruedScheduleKey, resetAccruedDetailNewScheduleState, };
-export { JEScheduleKey, JEScheduleTransactionKey, ScheduleTransactionID, 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, JEScheduledTransaction, JEAccruedSchedule, JEOneTimeAccrual, JEOneTimeAccrualAiSuggestion, JEOneTimeAccrualBillingPattern, JEOneTimeAccrualCleared, JEOneTimeAccrualMatchSuggestion, JEOneTimeAccrualMonthlyTotal, JEOneTimeAccrualProfileSnapshot, JEOneTimeAccrualKey, JEScheduleAISummaries, JEScheduleFieldRecommendation, ScheduleTypes, ScheduleJournalEntryStatusCodeType, ScheduleListReport, ScheduleAccruedListReport, getScheduleListReport, getAccruedScheduleListReport, ScheduleSubTabType, ScheduleListSortKey, fetchScheduleList, fetchAccruedScheduleList, fetchDownloadSchedules, fetchSchedulesAccount, updateScheduleListLocalData, getFetchStateForScheduleAccountList, toScheduleTypesType, toScheduleTypesTypeStrict, toScheduleListTabsFileTypeStrict, ScheduleListLocalData, ScheduleDetailsLocalDataFixedAssets, ScheduleDetailsLocalDataAccruedExpenses, ScheduleDetailsView, ScheduleAccruedDetailsView, LinkBillExpenseView, LinkBillExpenseLocalData, JEScheduleDetailsLocalData, ScheduleDetailsLocalData, toScheduleSubTabType, ScheduleStatusCodeType, JEScheduleIgnoreReasonType, JEScheduleRevertReasonType, JournalEntryErrorCodeType, OneTimeAccrualIgnoreReasonType, OneTimeAccrualRevertReasonType, ScheduleTransaction, updateScheduleListSubTab, updateScheduleListSearchText, updateScheduleListScrollState, updateScheduleListSortState, ScheduleDetailSortKey, ScheduledJournalEntry, updateSelectedJEScheduleKey, fetchScheduleDetails, getScheduleDetailsView, getAccruedScheduleDetailsView, fetchScheduleDetailsPage, saveScheduleDetails, deleteScheduleDetail, createNewSchedules, updateScheduleDetailsLocalData, JETransactionLink, updateScheduleListDownloadState, updateAccruedJEScheduleAccruedByListKey, DownloadJEScheduleTabOptions, updatedSelectedJELinkRowIndex, ScheduleListTabsFileType, getQBOUrlForLink, getThirdPartyIDFromQBOURL, updatedJELinkInLocalData, updateAmountsInScheduleDetail, ScheduleDetailUIState, resetJELinkInLocalData, JEScheduledTransactionWithBalance, JEScheduleWithBalance, JELinkType, updatedJELinkWithRecommendedLocalData, getFetchStateForScheduleListByType, getDefaultSelectedTimeframeForScheduleType, markAsCompleteScheduleDetail, resetMarkAsCompleteStatus, fetchVendorTabView, updateVendorTabViewTab, VendorTabViewTabType, getVendorTabView, VendorTabViewSelectorView, };
+export { JEScheduleKey, JEScheduleTransactionKey, ScheduleTransactionID, 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, JEScheduledTransaction, JEAccruedSchedule, JEOneTimeAccrual, OneTimeAccrualEdits, JEOneTimeAccrualAiSuggestion, JEOneTimeAccrualBillingPattern, JEOneTimeAccrualCleared, JEOneTimeAccrualMatchSuggestion, JEOneTimeAccrualMonthlyTotal, JEOneTimeAccrualProfileSnapshot, JEOneTimeAccrualKey, JEScheduleAISummaries, JEScheduleFieldRecommendation, JEScheduleSummary, ScheduleTypes, ScheduleJournalEntryStatusCodeType, ScheduleListReport, ScheduleAccruedListReport, getScheduleListReport, getAccruedScheduleListReport, ScheduleSubTabType, ScheduleListSortKey, fetchScheduleList, fetchAccruedScheduleList, fetchDownloadSchedules, fetchSchedulesAccount, updateScheduleListLocalData, getFetchStateForScheduleAccountList, toScheduleTypesType, toScheduleTypesTypeStrict, toScheduleListTabsFileTypeStrict, ScheduleListLocalData, ScheduleDetailsLocalDataFixedAssets, ScheduleDetailsLocalDataAccruedExpenses, ScheduleDetailsView, ScheduleAccruedDetailsView, LinkBillExpenseView, LinkBillExpenseLocalData, JEScheduleDetailsLocalData, ScheduleDetailsLocalData, toScheduleSubTabType, ScheduleStatusCodeType, JEScheduleIgnoreReasonType, JEScheduleRevertReasonType, JournalEntryErrorCodeType, OneTimeAccrualIgnoreReasonType, OneTimeAccrualRevertReasonType, ScheduleTransaction, updateScheduleListSubTab, updateScheduleListSearchText, updateScheduleListScrollState, updateScheduleListSortState, ScheduleDetailSortKey, ScheduledJournalEntry, updateSelectedJEScheduleKey, fetchScheduleDetails, getScheduleDetailsView, getAccruedScheduleDetailsView, fetchScheduleDetailsPage, saveScheduleDetails, deleteScheduleDetail, createNewSchedules, updateScheduleDetailsLocalData, JETransactionLink, updateScheduleListDownloadState, updateAccruedJEScheduleAccruedByListKey, DownloadJEScheduleTabOptions, updatedSelectedJELinkRowIndex, ScheduleListTabsFileType, getQBOUrlForLink, getThirdPartyIDFromQBOURL, updatedJELinkInLocalData, updateAmountsInScheduleDetail, ScheduleDetailUIState, resetJELinkInLocalData, JEScheduledTransactionWithBalance, JEScheduleWithBalance, JELinkType, updatedJELinkWithRecommendedLocalData, getFetchStateForScheduleListByType, getDefaultSelectedTimeframeForScheduleType, markAsCompleteScheduleDetail, resetMarkAsCompleteStatus, fetchVendorTabView, updateVendorTabViewTab, VendorTabViewTabType, getVendorTabView, VendorTabViewSelectorView, };
 export { GlobalMerchant, GlobalMerchantBase, TenantMerchant };
 export { ReviewStatus, VendorTransactionAttachment, VendorTransactionAttachmentPayload, VendorFirstReviewViewSelectorView, VendorFirstReviewViewLocalData, VendorFirstReviewSelectorView, VendorFirstReviewSelectorAttachmentView, VendorFirstReviewViewUIState, VendorFirstReviewViewColumnKey, GlobalMerchantAutoCompleteView, VendorReviewRowCurrentSelection, toVendorFirstReviewViewColumnKeyType, RecommendedNonExistingGlobalMerchant, getGlobalMerchantAutoCompleteResults, VendorReviewRecommendationViewState, GlobalMerchantType, getVendorFirstReviewView, getVendorFirstReviewAttachmentView, fetchVendorFirstReviewView, fetchVendorFirstReviewAttachments, updateVendorFirstReviewViewScrollYOffset, resetVendorFirstReviewLocalData, updateVendorFirstReviewViewPageToken, clearRecentlySavedErroredVendorData, saveVendorFirstReviewView, updateVendorFirstReviewViewLocalData, updateVendorFirstReviewSortUiState, fetchGlobalMerchantAutoCompleteView, clearGlobalMerchantAutoCompleteResults, GlobalVendorReviewRowCurrentSelection, FirstReviewPageCurrentSelectionByColumn, updateReviewVendorDetailLocalData, saveVendorDetailsView, getVendorDetailSelectorView, FirstReviewVendorDetailSelectorView, VendorViewLocalData, };
 export { fetchGlobalMerchantRecommendation, createGlobalMerchant, updateCreateGlobalMerchantLocalData, clearGlobalMerchantView, getGlobalMerchantView, GlobalMerchantViewSelectorView, GlobalMerchantViewState, NewGlobalMerchantData, NewGlobalMerchantCurrentSelection, };

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

@@ -53,21 +53,44 @@ messageSection, accrualId, message, status) {
 }
 const promoteOneTimeAccrualEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(jeSchedulesViewReducer_1.promoteOneTimeAccrual.match), (0, operators_1.mergeMap)((action) => {
     const state = state$.value;
-    const { accrualId, amount } = action.payload;
+    const { accrualId, amount, edits } = action.payload;
     const accrual = (0, jeSchedulesSelector_1.getJEOneTimeAccrualByKey)((0, jeScheduleHelper_1.generateJEOneTimeAccrualKey)(accrualId), state.jeSchedulesState);
-    if (accrual?.jeDebitAccountId == null ||
-        accrual.jeCreditAccountId == null) {
+    // An edited value wins; anything untouched falls back to the stored draft, which is what the
+    // list's inline Post sends.
+    const debitAccountId = edits?.jeDebitAccountId ?? accrual?.jeDebitAccountId;
+    const creditAccountId = edits?.jeCreditAccountId ?? accrual?.jeCreditAccountId;
+    if (debitAccountId == null || creditAccountId == null) {
         // Promote posts a journal entry, so it cannot proceed without both sides of it.
         return (0, rxjs_1.from)(failureActions('save_schedule', accrualId, 'This accrual is missing an expense or liability account.'));
     }
     // vendor_id, vendor_name and service_month are deliberately absent: promote takes them from
     // the stored draft and ignores them in the body, so sending them would imply a reassignment
     // that never happens.
+    // Untouched falls back to the stored policy, so posting without editing cannot silently
+    // flip a scheduled reversal to on-bill-match.
+    const reverseNextMonth = edits?.reverseNextMonth ??
+        accrual?.reversalPolicy === 'scheduled_date';
+    const expectedReversalDate = edits?.expectedReversalDate ?? accrual?.expectedReversalDate;
+    const debitClassId = edits?.jeDebitAccountingClassId ?? accrual?.jeDebitAccountingClassId;
+    const debitClassName = edits?.jeDebitAccountingClassName ??
+        accrual?.jeDebitAccountingClassName;
     const payload = {
         amount,
-        memo: accrual.memo,
-        je_debit_account_id: accrual.jeDebitAccountId,
-        je_credit_account_id: accrual.jeCreditAccountId,
+        memo: edits?.memo ?? accrual?.memo ?? '',
+        je_debit_account_id: debitAccountId,
+        je_credit_account_id: creditAccountId,
+        ...(debitClassId != null ? { je_debit_accounting_class_id: debitClassId } : {}),
+        ...(debitClassName != null
+            ? { je_debit_accounting_class_name: debitClassName }
+            : {}),
+        // Mirrors the create payload: reverse_next_month alone decides the policy, and the date is
+        // only meaningful when it is true -- agent-je derives the reversal from the bill otherwise.
+        reverse_next_month: reverseNextMonth,
+        ...(reverseNextMonth && expectedReversalDate != null
+            ? {
+                expected_reversal_date: expectedReversalDate.format(timePeriod_1.DEFAULT_DATE_FORMAT),
+            }
+            : {}),
     };
     return zeniAPI
         .putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/${accrualId}`, { ...payload })
@@ -83,7 +106,7 @@ const promoteOneTimeAccrualEpic = (actions$, state$, zeniAPI) => actions$.pipe((
                     variables: [
                         {
                             variableName: '_vendor_name_',
-                            variableValue: accrual.vendorName,
+                            variableValue: accrual?.vendorName ?? '',
                         },
                     ],
                 }),

package/lib/view/expenseAutomationView/payload/actualMatchingPayload.d.ts

@@ -30,11 +30,16 @@ export interface MatchTransactionSearchResultPayload {
     transaction_id: ID;
     transaction_integration_id: string;
     transaction_type: string;
+    account_description?: string | null;
     account_id?: ID | null;
     account_name?: string | null;
+    accounting_class_id?: ID | null;
+    accounting_class_name?: string | null;
     currency_code?: string | null;
     currency_symbol?: string | null;
+    transaction_description?: string | null;
     transaction_memo?: string | null;
+    transaction_type_name?: string | null;
     vendor_id?: ID | null;
     vendor_name?: string | null;
 }

package/lib/view/expenseAutomationView/payload/actualMatchingPayload.js

@@ -23,12 +23,17 @@ function toActualMatchingTransactionSearchResult(payload) {
         transactionDate: payload.transaction_date,
         accountId: payload.account_id ?? undefined,
         accountName: payload.account_name ?? undefined,
+        accountDescription: payload.account_description ?? undefined,
+        accountingClassId: payload.accounting_class_id ?? undefined,
+        accountingClassName: payload.accounting_class_name ?? undefined,
         currencyCode,
         currencySymbol: payload.currency_symbol ??
             (currencyCode === DEFAULT_CURRENCY_CODE
                 ? DEFAULT_CURRENCY_SYMBOL
                 : currencyCode),
         transactionMemo: payload.transaction_memo ?? undefined,
+        transactionDescription: payload.transaction_description ?? undefined,
+        transactionTypeName: payload.transaction_type_name ?? undefined,
     };
 }
 function toMatchAndReverseResult(payload) {

package/lib/view/expenseAutomationView/payload/jeSchedulesPayload.d.ts

@@ -52,11 +52,25 @@ export type CreateOneTimeAccrualResponse = ZeniAPIResponse<{
  * treats them as immutable and takes them from the existing draft, so sending them would imply a
  * reassignment the API silently ignores.
  */
+/**
+ * The body agent-je's `promote_draft` reads. Promote is the only write path for a draft accrual --
+ * it applies the body and posts the JE in one step -- so every field a human can edit on the detail
+ * page travels here.
+ *
+ * `posting_date` is absent on purpose: agent-je derives it from the accrual's service month and
+ * ignores any value sent for it.
+ */
 export interface PromoteOneTimeAccrualPayload {
     amount: number;
     je_credit_account_id: ID;
     je_debit_account_id: ID;
     memo: string;
+    expected_reversal_date?: string;
+    je_credit_accounting_class_id?: ID;
+    je_credit_accounting_class_name?: string;
+    je_debit_accounting_class_id?: ID;
+    je_debit_accounting_class_name?: string;
+    reverse_next_month?: boolean;
 }
 /**
  * Ignore body. `scope` is deliberately absent — the API returns 400 if it is sent, which is why the

package/lib/view/expenseAutomationView/reducers/jeSchedulesViewReducer.d.ts

@@ -3,6 +3,7 @@ import { MonthYearPeriod, TimePeriod } from '../../../commonStateTypes/timePerio
 import { AccountMetadataPayload } from '../../../entity/account/accountPayload';
 import { JEAccruedScheduledTransactionPayload, JEOneTimeAccrualPayload, JEScheduledTransactionPayload } from '../../../entity/jeSchedules/jeSchedulesPayload';
 import { JEScheduleKey, JEScheduleTransactionKey, ScheduleTypes } from '../../../entity/jeSchedules/jeSchedulesTypes';
+import { OneTimeAccrualEdits } from '../../../entity/jeSchedules/jeSchedulesState';
 import { ZeniAPIStatus } from '../../../responsePayload';
 import { AccountTypeRecommendationPayload } from '../../accountMappingView/accountTypeRecommendation/accountTypeRecommendationPayload';
 import { AccountSettingsLocalData, AccountSettingsState, JEPageTab, JEScheduleLocalData, JESchedulesViewState, JESchedulesViewUIState, NewOneTimeAccrualLocalData, NewScheduleLocalData, NewScheduleLocalDataFixedAssets, SearchTransactionsState } from '../types/jeSchedulesViewState';
@@ -24,9 +25,10 @@ export declare const clearExpenseAutomationJESchedulesView: import("@reduxjs/too
     status: ZeniAPIStatus;
 }, "expenseAutomationJESchedulesView/oneTimeAccrualActionFailure">, oneTimeAccrualActionSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     accrualId: ID;
-}, "expenseAutomationJESchedulesView/oneTimeAccrualActionSuccess">, promoteOneTimeAccrual: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[accrualId: string, amount: number], {
+}, "expenseAutomationJESchedulesView/oneTimeAccrualActionSuccess">, promoteOneTimeAccrual: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[accrualId: string, amount: number, edits?: OneTimeAccrualEdits | undefined], {
     accrualId: string;
     amount: number;
+    edits: OneTimeAccrualEdits | undefined;
 }, "expenseAutomationJESchedulesView/promoteOneTimeAccrual", never, never>, revertJeSchedule: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[jeScheduleId: string, jeScheduleTransactionKey: `${string}_${string}` | `${string}_expense_${string}` | `${string}_check_${string}` | `${string}_invoice_${string}` | `${string}_payment_${string}` | `${string}_credit_memo_${string}` | `${string}_sales_receipt_${string}` | `${string}_delayed_credit_${string}` | `${string}_delayed_charge_${string}` | `${string}_refund_${string}` | `${string}_bill_${string}` | `${string}_bill_payment_${string}` | `${string}_bill_payment_check_${string}` | `${string}_bill_payment_credit_card_${string}` | `${string}_vendor_credit_${string}` | `${string}_credit_card_credit_${string}` | `${string}_transfer_${string}` | `${string}_credit_card_payment_${string}` | `${string}_deposit_${string}` | `${string}_journal_entry_${string}`, scheduleType: "prepaid_expenses" | "fixed_assets" | "accrued_expenses" | "deferred_revenue", reason: "duplicate" | "amount_off" | "wrong_period" | "created_by_mistake" | "other_revert", note?: string | undefined], {
     jeScheduleId: string;
     jeScheduleTransactionKey: `${string}_${string}` | `${string}_expense_${string}` | `${string}_check_${string}` | `${string}_invoice_${string}` | `${string}_payment_${string}` | `${string}_credit_memo_${string}` | `${string}_sales_receipt_${string}` | `${string}_delayed_credit_${string}` | `${string}_delayed_charge_${string}` | `${string}_refund_${string}` | `${string}_bill_${string}` | `${string}_bill_payment_${string}` | `${string}_bill_payment_check_${string}` | `${string}_bill_payment_credit_card_${string}` | `${string}_vendor_credit_${string}` | `${string}_credit_card_credit_${string}` | `${string}_transfer_${string}` | `${string}_credit_card_payment_${string}` | `${string}_deposit_${string}` | `${string}_journal_entry_${string}`;

package/lib/view/expenseAutomationView/reducers/jeSchedulesViewReducer.js

@@ -580,9 +580,14 @@ const expenseAutomationJESchedulesView = (0, toolkit_1.createSlice)({
                 error: action.payload.status,
             };
         },
+        /**
+         * Promote applies the body and posts in one step, so it carries whatever the user edited on the
+         * detail page. `edits` is absent when nothing was changed -- the epic then falls back to the
+         * stored accrual, which is what the list's inline Post does.
+         */
         promoteOneTimeAccrual: {
-            prepare(accrualId, amount) {
-                return { payload: { accrualId, amount } };
+            prepare(accrualId, amount, edits) {
+                return { payload: { accrualId, amount, edits } };
             },
             reducer(draft, action) {
                 draft.oneTimeAccrualActionStatusById[action.payload.accrualId] = {

package/lib/view/expenseAutomationView/types/actualMatchingViewState.d.ts

@@ -32,9 +32,14 @@ export interface ActualMatchingTransactionSearchResult {
     transactionIntegrationId: string;
     transactionType: string;
     vendorName: string;
+    accountDescription?: string;
     accountId?: ID;
+    accountingClassId?: ID;
+    accountingClassName?: string;
     accountName?: string;
+    transactionDescription?: string;
     transactionMemo?: string;
+    transactionTypeName?: string;
     vendorId?: ID;
 }
 export interface MatchAndReverseResult {

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.2.11-betaAM1",
+  "version": "5.2.11-betaAM3",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",