@zeniai/client-epic-state 5.2.11-betaAM4 → 5.2.11-betaAM5

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

@@ -139,7 +139,9 @@ export interface JEOneTimeAccrualClearedPayload {
     reversed_at?: string | null;
 }
 export interface JEOneTimeAccrualMatchSuggestionPayload {
+    match_tier?: string | null;
     matched_amount?: number | null;
+    matched_line_id?: string | null;
     matched_transaction_id?: string | null;
     matched_transaction_integration_id?: string | null;
     matched_transaction_type?: string | null;

package/lib/entity/jeSchedules/jeSchedulesPayload.js

@@ -476,9 +476,11 @@ function toJEOneTimeAccrualMatchSuggestion(payload, currencyCode) {
     }
     return {
         resolution: payload.resolution ?? undefined,
+        matchTier: payload.match_tier ?? undefined,
         matchedTransactionIntegrationId: payload.matched_transaction_integration_id ?? undefined,
         matchedTransactionId: payload.matched_transaction_id ?? undefined,
         matchedTransactionType: payload.matched_transaction_type ?? undefined,
+        matchedLineId: payload.matched_line_id ?? undefined,
         matchedAmount: payload.matched_amount != null
             ? toOneTimeAccrualAmount(payload.matched_amount, currencyCode)
             : undefined,

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

@@ -212,9 +212,11 @@ export interface JEOneTimeAccrualCleared {
 /** AI match suggestion on a posted on-bill-match accrual awaiting review. */
 export interface JEOneTimeAccrualMatchSuggestion {
     matchedAmount?: Amount;
+    matchedLineId?: string;
     matchedTransactionId?: string;
     matchedTransactionIntegrationId?: string;
     matchedTransactionType?: string;
+    matchTier?: string;
     resolution?: string;
 }
 export interface JEOneTimeAccrualState {

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

@@ -465,9 +465,11 @@ function toJEOneTimeAccrualMatchSuggestion(payload, currencyCode) {
     }
     return {
         resolution: payload.resolution ?? undefined,
+        matchTier: payload.match_tier ?? undefined,
         matchedTransactionIntegrationId: payload.matched_transaction_integration_id ?? undefined,
         matchedTransactionId: payload.matched_transaction_id ?? undefined,
         matchedTransactionType: payload.matched_transaction_type ?? undefined,
+        matchedLineId: payload.matched_line_id ?? undefined,
         matchedAmount: payload.matched_amount != null
             ? toOneTimeAccrualAmount(payload.matched_amount, currencyCode)
             : undefined,

package/lib/esm/index.js

@@ -871,4 +871,4 @@ export { getInvoicingOnboardingGateView } from './view/invoicing/invoicingConfig
 // 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';
-export { getActualMatchingAmount, getActualMatchingReversalDate, getExpenseAutomationActualMatchingView, isAutoReversedAccrual, isPendingReviewAccrual, } from './view/expenseAutomationView/selectors/actualMatchingViewSelector';
+export { getActualMatchingAmount, getActualMatchingReversalDate, getExpenseAutomationActualMatchingView, isAutoReversedAccrual, isManuallyReversedAccrual, isPendingReviewAccrual, } from './view/expenseAutomationView/selectors/actualMatchingViewSelector';

package/lib/esm/view/expenseAutomationView/selectors/actualMatchingViewSelector.js

@@ -6,6 +6,10 @@ export function isAutoReversedAccrual(accrual) {
     return (accrual.accrualStatus === 'reversed' &&
         accrual.reversalTrigger === 'bill_match');
 }
+export function isManuallyReversedAccrual(accrual) {
+    return (accrual.accrualStatus === 'reversed' &&
+        accrual.reversalTrigger === 'manual_reverse');
+}
 export function isPendingReviewAccrual(accrual) {
     if (accrual.accrualStatus !== 'posted' || accrual.matchSuggestion == null) {
         return false;
@@ -14,10 +18,12 @@ export function isPendingReviewAccrual(accrual) {
     return resolution == null || resolution.length === 0;
 }
 export function getActualMatchingAmount(accrual) {
-    return (accrual.cleared?.matchedAmount?.amount ?? accrual.estimatedAmount.amount);
+    return (accrual.cleared?.matchedAmount?.amount ??
+        accrual.matchSuggestion?.matchedAmount?.amount ??
+        accrual.estimatedAmount.amount);
 }
 export function getActualMatchingReversalDate(accrual) {
-    if (!isAutoReversedAccrual(accrual)) {
+    if (!isAutoReversedAccrual(accrual) && !isManuallyReversedAccrual(accrual)) {
         return undefined;
     }
     return accrual.actualReversalPostDate ?? accrual.cleared?.reversedAt;
@@ -26,9 +32,9 @@ function toActualMatchingRow(accrual, kind) {
     return {
         ...accrual,
         kind,
-        reversalDate: kind === 'auto_reversed'
-            ? getActualMatchingReversalDate(accrual)
-            : undefined,
+        reversalDate: kind === 'pending_review'
+            ? undefined
+            : getActualMatchingReversalDate(accrual),
     };
 }
 function matchesSearch(accrual, searchString) {
@@ -92,32 +98,37 @@ export function getExpenseAutomationActualMatchingView(state) {
     const pendingReview = sortActualMatchingRows(filtered
         .filter(isPendingReviewAccrual)
         .map((accrual) => toActualMatchingRow(accrual, 'pending_review')), uiState);
-    const kpiSource = accruals;
-    const kpiSummary = kpiSource.length === 0
+    const manuallyReversed = sortActualMatchingRows(filtered
+        .filter(isManuallyReversedAccrual)
+        .map((accrual) => toActualMatchingRow(accrual, 'manually_reversed')), uiState);
+    const listedAccruals = accruals.filter((accrual) => isAutoReversedAccrual(accrual) ||
+        isPendingReviewAccrual(accrual) ||
+        isManuallyReversedAccrual(accrual));
+    const kpiSummary = listedAccruals.length === 0
         ? emptyKpiSummary()
         : {
             autoReversed: {
-                count: kpiSource.filter(isAutoReversedAccrual).length,
-                amount: kpiSource
+                count: listedAccruals.filter(isAutoReversedAccrual).length,
+                amount: listedAccruals
                     .filter(isAutoReversedAccrual)
                     .reduce((sum, accrual) => sum + getActualMatchingAmount(accrual), 0),
             },
             pendingReview: {
-                count: kpiSource.filter(isPendingReviewAccrual).length,
-                amount: kpiSource
+                count: listedAccruals.filter(isPendingReviewAccrual).length,
+                amount: listedAccruals
                     .filter(isPendingReviewAccrual)
                     .reduce((sum, accrual) => sum + getActualMatchingAmount(accrual), 0),
             },
             totalThisClose: {
-                count: kpiSource.length,
-                amount: kpiSource.reduce((sum, accrual) => sum + getActualMatchingAmount(accrual), 0),
+                count: listedAccruals.length,
+                amount: listedAccruals.reduce((sum, accrual) => sum + getActualMatchingAmount(accrual), 0),
             },
             ai: {
-                count: kpiSource.filter((accrual) => accrual.origin === 'agent')
+                count: listedAccruals.filter((accrual) => accrual.origin === 'agent')
                     .length,
             },
             manual: {
-                count: kpiSource.filter((accrual) => accrual.origin === 'human')
+                count: listedAccruals.filter((accrual) => accrual.origin === 'human')
                     .length,
             },
         };
@@ -129,6 +140,7 @@ export function getExpenseAutomationActualMatchingView(state) {
         error,
         autoReversed,
         pendingReview,
+        manuallyReversed,
         kpiSummary,
         uiState,
         refreshStatus,

package/lib/index.d.ts

@@ -1265,4 +1265,4 @@ export type { InvoicingOnboardingGateView } from './view/invoicing/invoicingConf
 export type { InvoicingConfigView } from './view/invoicing/invoicingConfigView/invoicingConfigViewSelector';
 export type { InvoicingOnboardingStatus } from './view/invoicing/invoicingConfigView/invoicingConfigViewPayload';
 export { getExpenseAutomationJEOneTimeAccrualDetailView, getJEScheduleRowType, isAccruedScheduleRow, isAiAccountantSchedule, isExistingTabRow, isOneTimeAccrualRow, isRenderableOneTimeAccrual, isPendingReviewRow, } from './view/expenseAutomationView/selectors/jeSchedulesViewSelector';
-export { getActualMatchingAmount, getActualMatchingReversalDate, getExpenseAutomationActualMatchingView, isAutoReversedAccrual, isPendingReviewAccrual, } from './view/expenseAutomationView/selectors/actualMatchingViewSelector';
+export { getActualMatchingAmount, getActualMatchingReversalDate, getExpenseAutomationActualMatchingView, isAutoReversedAccrual, isManuallyReversedAccrual, isPendingReviewAccrual, } from './view/expenseAutomationView/selectors/actualMatchingViewSelector';

package/lib/index.js

@@ -84,7 +84,7 @@ exports.getInvoicingDiscountActionState = exports.runInvoicingDiscountAction = e
 exports.updateInvoicingSubscriptions = exports.removeInvoicingSubscription = exports.resetPromotionalCreditAction = exports.submitAddPromotionalCredits = exports.getInvoicingSetupIntentFetchState = exports.getInvoicingSetupIntent = exports.getInvoicingSentPaymentLinkMagicUrl = exports.getInvoicingSentPaymentLinkEmail = exports.getInvoicingPlaidLinkTokenFetchState = exports.getInvoicingPlaidLinkToken = exports.getInvoicingPaymentMethodSaveState = exports.getInvoicingPaymentLinkSendState = exports.sendInvoicingPaymentLink = exports.saveInvoicingPaymentMethod = exports.resetInvoicingCustomerPaymentMethod = exports.fetchInvoicingPlaidLinkToken = exports.createInvoicingSetupIntent = exports.getInvoicingCustomerDetail = exports.fetchInvoicingCustomerDetailPage = exports.fetchInvoicingCustomerDetail = exports.getInvoicingCustomerListView = exports.INVOICING_CUSTOMER_COLUMNS = exports.ALL_INVOICING_CUSTOMER_TAB_IDS = exports.ALL_INVOICING_CUSTOMER_SORT_KEYS = exports.updateInvoicingCustomerFilters = exports.setInvoicingCustomerActiveTab = exports.fetchInvoicingCustomerListPage = exports.fetchInvoicingCustomerList = exports.fetchInvoicingCustomerCounts = exports.updateInvoicingCustomers = exports.removeInvoicingCustomer = exports.INVOICING_LIST_PAGE_SIZE = exports.getInvoicingDataImportActionState = exports.uploadInvoicingMigrationFiles = exports.startInvoicingMigration = exports.rollbackInvoicingMigration = exports.retryInvoicingMigration = exports.connectInvoicingChargebee = exports.getInvoicingDataImportView = exports.setInvoicingActiveMigrationSessionId = exports.fetchInvoicingMigrationSessions = exports.fetchInvoicingMigrationSession = exports.fetchInvoicingMigrationDiagnostics = exports.fetchInvoicingDataImportStatus = exports.getInvoicingPaymentActionState = exports.runInvoicingPaymentAction = exports.getInvoicingDunningActionState = exports.runInvoicingDunningAction = exports.getInvoicingSubscriptionActionState = exports.runInvoicingSubscriptionAction = void 0;
 exports.getInvoicingCouponCounts = exports.INVOICING_COUPON_COLUMNS = exports.ALL_INVOICING_COUPON_TAB_IDS = exports.ALL_INVOICING_COUPON_SORT_KEYS = exports.updateInvoicingCouponFilters = exports.setInvoicingCouponActiveTab = exports.fetchInvoicingCouponListPage = exports.fetchInvoicingCouponList = exports.fetchInvoicingCouponCounts = exports.updateInvoicingCoupons = exports.removeInvoicingCoupon = exports.getInvoicingCreditNoteDetail = exports.getInvoicingCreditNoteById = exports.fetchInvoicingCreditNoteDetail = exports.getInvoicingCreditNoteListView = exports.INVOICING_CREDIT_NOTE_COLUMNS = exports.ALL_INVOICING_CREDIT_NOTE_TAB_IDS = exports.ALL_INVOICING_CREDIT_NOTE_SORT_KEYS = exports.updateInvoicingCreditNoteFilters = exports.setInvoicingCreditNoteActiveTab = exports.fetchInvoicingCreditNoteListPage = exports.fetchInvoicingCreditNoteList = exports.fetchInvoicingCreditNoteCounts = exports.updateInvoicingCreditNotes = exports.removeInvoicingCreditNote = exports.getInvoicingTransactionDetail = exports.getInvoicingTransactionById = exports.fetchInvoicingTransactionDetail = exports.getInvoicingTransactionListView = exports.INVOICING_TRANSACTION_COLUMNS = exports.ALL_INVOICING_TRANSACTION_TAB_IDS = exports.ALL_INVOICING_TRANSACTION_SORT_KEYS = exports.updateInvoicingTransactionFilters = exports.setInvoicingTransactionActiveTab = exports.fetchInvoicingTransactionListPage = exports.fetchInvoicingTransactionList = exports.updateInvoicingTransactions = exports.removeInvoicingTransaction = exports.getInvoicingSubscriptionDetail = exports.getInvoicingSubscriptionById = exports.fetchInvoicingSubscriptionDetail = exports.getInvoicingSubscriptionListView = exports.INVOICING_SUBSCRIPTION_COLUMNS = exports.ALL_INVOICING_SUBSCRIPTION_TAB_IDS = exports.ALL_INVOICING_SUBSCRIPTION_SORT_KEYS = exports.updateInvoicingSubscriptionFilters = exports.setInvoicingSubscriptionActiveTab = exports.fetchInvoicingSubscriptionListPage = exports.fetchInvoicingSubscriptionList = exports.fetchInvoicingSubscriptionCounts = void 0;
 exports.resetSaveInvoicingSettings = exports.resetInvoicingBrandingFormDraft = exports.fetchInvoicingSettings = exports.disconnectInvoicingStripe = exports.connectInvoicingStripe = exports.getInvoicingProductById = exports.getInvoicingPlanById = exports.getInvoicingCatalogItemDetail = exports.fetchInvoicingCatalogItemDetail = exports.getInvoicingCatalogListView = exports.INVOICING_PRODUCT_COLUMNS = exports.ALL_INVOICING_PRODUCT_SORT_KEYS = exports.updateInvoicingCatalogProductFilters = exports.updateInvoicingCatalogPlanFilters = exports.fetchInvoicingCatalogProductList = exports.fetchInvoicingCatalogPlanList = exports.fetchInvoicingCatalogListPage = exports.fetchInvoicingCatalogCounts = exports.updateInvoicingProducts = exports.removeInvoicingProduct = exports.updateInvoicingPlans = exports.removeInvoicingPlan = exports.mergeInvoicingPlanSubFamily = exports.getInvoicingDunningEmailPreview = exports.getInvoicingDunningCaseDetail = exports.getInvoicingDunningCaseById = exports.invalidateInvoicingDunningEmailPreview = exports.fetchInvoicingDunningEmailPreviewPage = exports.fetchInvoicingDunningCaseDetail = exports.clearInvoicingDunningCaseDetailView = exports.getInvoicingDunningCaseListView = exports.INVOICING_DUNNING_CASE_COLUMNS = exports.ALL_INVOICING_DUNNING_CASE_TAB_IDS = exports.ALL_INVOICING_DUNNING_CASE_SORT_KEYS = exports.updateInvoicingDunningCaseFilters = exports.setInvoicingDunningCaseActiveTab = exports.fetchInvoicingDunningCaseListPage = exports.fetchInvoicingDunningCaseList = exports.fetchInvoicingDunningCaseCounts = exports.updateInvoicingDunningCases = exports.removeInvoicingDunningCase = exports.getInvoicingCouponDetail = exports.fetchInvoicingCouponDetail = exports.getInvoicingCouponById = exports.getInvoicingCouponListView = exports.getInvoicingCouponListNextCursor = exports.getInvoicingCouponListItems = exports.getInvoicingCouponListHasMore = exports.getInvoicingCouponListFilters = exports.getInvoicingCouponListFetchState = void 0;
-exports.isPendingReviewAccrual = exports.isAutoReversedAccrual = exports.getExpenseAutomationActualMatchingView = exports.getActualMatchingReversalDate = exports.getActualMatchingAmount = exports.isPendingReviewRow = exports.isRenderableOneTimeAccrual = exports.isOneTimeAccrualRow = exports.isExistingTabRow = exports.isAiAccountantSchedule = exports.isAccruedScheduleRow = exports.getJEScheduleRowType = exports.getExpenseAutomationJEOneTimeAccrualDetailView = exports.getInvoicingOnboardingGateView = exports.getInvoicingConfigView = exports.updateInvoicingConfig = exports.resetInvoicingConfigActionStates = exports.fetchInvoicingConfig = exports.enableInvoicing = exports.acceptInvoicingTerms = exports.withInvoicingQboAccountMappingId = exports.toInvoicingQboCustomerMatchingMode = exports.toInvoicingNamedOptionsByKey = exports.getInvoicingQboAccountMappingId = exports.INVOICING_QBO_CUSTOMER_MATCHING_MODES = exports.getInvoicingQboView = exports.invoicingAccountsForQboAccountTypes = exports.INVOICING_INCOME_ACCOUNT_TYPES = exports.startInvoicingQboBackfill = exports.retryInvoicingQboSyncTask = exports.fetchInvoicingQboSyncHealth = exports.fetchInvoicingQboConnection = exports.fetchInvoicingAccountingPickers = exports.isStripeConnectedFromSettings = exports.initialInvoicingBrandingFormLocalData = exports.entityToInvoicingBrandingFormLocalData = exports.INVOICING_BUSINESS_ADDRESS_TYPE = exports.getInvoicingSettingsView = exports.getInvoicingSettingsHubView = exports.getInvoicingSettingsFetchState = exports.getInvoicingSettings = exports.getInvoicingBrandingFormView = exports.updateInvoicingSettings = exports.updateInvoicingBrandingFormDraft = exports.submitInvoicingBrandingForm = exports.saveInvoicingSettings = void 0;
+exports.isPendingReviewAccrual = exports.isManuallyReversedAccrual = exports.isAutoReversedAccrual = exports.getExpenseAutomationActualMatchingView = exports.getActualMatchingReversalDate = exports.getActualMatchingAmount = exports.isPendingReviewRow = exports.isRenderableOneTimeAccrual = exports.isOneTimeAccrualRow = exports.isExistingTabRow = exports.isAiAccountantSchedule = exports.isAccruedScheduleRow = exports.getJEScheduleRowType = exports.getExpenseAutomationJEOneTimeAccrualDetailView = exports.getInvoicingOnboardingGateView = exports.getInvoicingConfigView = exports.updateInvoicingConfig = exports.resetInvoicingConfigActionStates = exports.fetchInvoicingConfig = exports.enableInvoicing = exports.acceptInvoicingTerms = exports.withInvoicingQboAccountMappingId = exports.toInvoicingQboCustomerMatchingMode = exports.toInvoicingNamedOptionsByKey = exports.getInvoicingQboAccountMappingId = exports.INVOICING_QBO_CUSTOMER_MATCHING_MODES = exports.getInvoicingQboView = exports.invoicingAccountsForQboAccountTypes = exports.INVOICING_INCOME_ACCOUNT_TYPES = exports.startInvoicingQboBackfill = exports.retryInvoicingQboSyncTask = exports.fetchInvoicingQboSyncHealth = exports.fetchInvoicingQboConnection = exports.fetchInvoicingAccountingPickers = exports.isStripeConnectedFromSettings = exports.initialInvoicingBrandingFormLocalData = exports.entityToInvoicingBrandingFormLocalData = exports.INVOICING_BUSINESS_ADDRESS_TYPE = exports.getInvoicingSettingsView = exports.getInvoicingSettingsHubView = exports.getInvoicingSettingsFetchState = exports.getInvoicingSettings = exports.getInvoicingBrandingFormView = exports.updateInvoicingSettings = exports.updateInvoicingBrandingFormDraft = exports.submitInvoicingBrandingForm = exports.saveInvoicingSettings = void 0;
 const allowedValue_1 = require("./commonStateTypes/allowedValue");
 Object.defineProperty(exports, "isAllowedValueWithCode", { enumerable: true, get: function () { return allowedValue_1.isAllowedValueWithCode; } });
 Object.defineProperty(exports, "isAllowedValueWithID", { enumerable: true, get: function () { return allowedValue_1.isAllowedValueWithID; } });
@@ -3204,4 +3204,5 @@ Object.defineProperty(exports, "getActualMatchingAmount", { enumerable: true, ge
 Object.defineProperty(exports, "getActualMatchingReversalDate", { enumerable: true, get: function () { return actualMatchingViewSelector_1.getActualMatchingReversalDate; } });
 Object.defineProperty(exports, "getExpenseAutomationActualMatchingView", { enumerable: true, get: function () { return actualMatchingViewSelector_1.getExpenseAutomationActualMatchingView; } });
 Object.defineProperty(exports, "isAutoReversedAccrual", { enumerable: true, get: function () { return actualMatchingViewSelector_1.isAutoReversedAccrual; } });
+Object.defineProperty(exports, "isManuallyReversedAccrual", { enumerable: true, get: function () { return actualMatchingViewSelector_1.isManuallyReversedAccrual; } });
 Object.defineProperty(exports, "isPendingReviewAccrual", { enumerable: true, get: function () { return actualMatchingViewSelector_1.isPendingReviewAccrual; } });

package/lib/view/expenseAutomationView/selectorTypes/actualMatchingViewSelectorTypes.d.ts

@@ -3,7 +3,7 @@ import { SelectorView } from '../../../commonStateTypes/viewAndReport/viewAndRep
 import { JEOneTimeAccrual } from '../../../entity/jeSchedules/jeSchedulesSelector';
 import { ZeniDate } from '../../../zeniDayJS';
 import { ActualMatchingTransactionSearchResult, ActualMatchingViewUIState, MatchAndReverseResult } from '../types/actualMatchingViewState';
-export type ActualMatchingRowKind = 'auto_reversed' | 'pending_review';
+export type ActualMatchingRowKind = 'auto_reversed' | 'pending_review' | 'manually_reversed';
 export interface ActualMatchingRow extends JEOneTimeAccrual {
     kind: ActualMatchingRowKind;
     reversalDate?: ZeniDate;
@@ -51,6 +51,7 @@ export interface ExpenseAutomationActualMatchingViewSelector extends SelectorVie
     autoReversed: ActualMatchingRow[];
     hasLoadedForSelectedPeriod: boolean;
     kpiSummary: ActualMatchingKpiSummary;
+    manuallyReversed: ActualMatchingRow[];
     matchModal: ActualMatchingMatchModalView;
     pendingReview: ActualMatchingRow[];
     refreshStatus: FetchStateAndError;

package/lib/view/expenseAutomationView/selectors/actualMatchingViewSelector.d.ts

@@ -3,6 +3,7 @@ import { RootState } from '../../../rootStateTypes';
 import { ZeniDate } from '../../../zeniDayJS';
 import { ExpenseAutomationActualMatchingViewSelector } from '../selectorTypes/actualMatchingViewSelectorTypes';
 export declare function isAutoReversedAccrual(accrual: JEOneTimeAccrual): boolean;
+export declare function isManuallyReversedAccrual(accrual: JEOneTimeAccrual): boolean;
 export declare function isPendingReviewAccrual(accrual: JEOneTimeAccrual): boolean;
 export declare function getActualMatchingAmount(accrual: JEOneTimeAccrual): number;
 export declare function getActualMatchingReversalDate(accrual: JEOneTimeAccrual): ZeniDate | undefined;

package/lib/view/expenseAutomationView/selectors/actualMatchingViewSelector.js

@@ -4,6 +4,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.isAutoReversedAccrual = isAutoReversedAccrual;
+exports.isManuallyReversedAccrual = isManuallyReversedAccrual;
 exports.isPendingReviewAccrual = isPendingReviewAccrual;
 exports.getActualMatchingAmount = getActualMatchingAmount;
 exports.getActualMatchingReversalDate = getActualMatchingReversalDate;
@@ -16,6 +17,10 @@ function isAutoReversedAccrual(accrual) {
     return (accrual.accrualStatus === 'reversed' &&
         accrual.reversalTrigger === 'bill_match');
 }
+function isManuallyReversedAccrual(accrual) {
+    return (accrual.accrualStatus === 'reversed' &&
+        accrual.reversalTrigger === 'manual_reverse');
+}
 function isPendingReviewAccrual(accrual) {
     if (accrual.accrualStatus !== 'posted' || accrual.matchSuggestion == null) {
         return false;
@@ -24,10 +29,12 @@ function isPendingReviewAccrual(accrual) {
     return resolution == null || resolution.length === 0;
 }
 function getActualMatchingAmount(accrual) {
-    return (accrual.cleared?.matchedAmount?.amount ?? accrual.estimatedAmount.amount);
+    return (accrual.cleared?.matchedAmount?.amount ??
+        accrual.matchSuggestion?.matchedAmount?.amount ??
+        accrual.estimatedAmount.amount);
 }
 function getActualMatchingReversalDate(accrual) {
-    if (!isAutoReversedAccrual(accrual)) {
+    if (!isAutoReversedAccrual(accrual) && !isManuallyReversedAccrual(accrual)) {
         return undefined;
     }
     return accrual.actualReversalPostDate ?? accrual.cleared?.reversedAt;
@@ -36,9 +43,9 @@ function toActualMatchingRow(accrual, kind) {
     return {
         ...accrual,
         kind,
-        reversalDate: kind === 'auto_reversed'
-            ? getActualMatchingReversalDate(accrual)
-            : undefined,
+        reversalDate: kind === 'pending_review'
+            ? undefined
+            : getActualMatchingReversalDate(accrual),
     };
 }
 function matchesSearch(accrual, searchString) {
@@ -102,32 +109,37 @@ function getExpenseAutomationActualMatchingView(state) {
     const pendingReview = sortActualMatchingRows(filtered
         .filter(isPendingReviewAccrual)
         .map((accrual) => toActualMatchingRow(accrual, 'pending_review')), uiState);
-    const kpiSource = accruals;
-    const kpiSummary = kpiSource.length === 0
+    const manuallyReversed = sortActualMatchingRows(filtered
+        .filter(isManuallyReversedAccrual)
+        .map((accrual) => toActualMatchingRow(accrual, 'manually_reversed')), uiState);
+    const listedAccruals = accruals.filter((accrual) => isAutoReversedAccrual(accrual) ||
+        isPendingReviewAccrual(accrual) ||
+        isManuallyReversedAccrual(accrual));
+    const kpiSummary = listedAccruals.length === 0
         ? emptyKpiSummary()
         : {
             autoReversed: {
-                count: kpiSource.filter(isAutoReversedAccrual).length,
-                amount: kpiSource
+                count: listedAccruals.filter(isAutoReversedAccrual).length,
+                amount: listedAccruals
                     .filter(isAutoReversedAccrual)
                     .reduce((sum, accrual) => sum + getActualMatchingAmount(accrual), 0),
             },
             pendingReview: {
-                count: kpiSource.filter(isPendingReviewAccrual).length,
-                amount: kpiSource
+                count: listedAccruals.filter(isPendingReviewAccrual).length,
+                amount: listedAccruals
                     .filter(isPendingReviewAccrual)
                     .reduce((sum, accrual) => sum + getActualMatchingAmount(accrual), 0),
             },
             totalThisClose: {
-                count: kpiSource.length,
-                amount: kpiSource.reduce((sum, accrual) => sum + getActualMatchingAmount(accrual), 0),
+                count: listedAccruals.length,
+                amount: listedAccruals.reduce((sum, accrual) => sum + getActualMatchingAmount(accrual), 0),
             },
             ai: {
-                count: kpiSource.filter((accrual) => accrual.origin === 'agent')
+                count: listedAccruals.filter((accrual) => accrual.origin === 'agent')
                     .length,
             },
             manual: {
-                count: kpiSource.filter((accrual) => accrual.origin === 'human')
+                count: listedAccruals.filter((accrual) => accrual.origin === 'human')
                     .length,
             },
         };
@@ -139,6 +151,7 @@ function getExpenseAutomationActualMatchingView(state) {
         error,
         autoReversed,
         pendingReview,
+        manuallyReversed,
         kpiSummary,
         uiState,
         refreshStatus,

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.2.11-betaAM4",
+  "version": "5.2.11-betaAM5",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",