@zeniai/client-epic-state 5.2.14 → 5.2.15

package/lib/entity/jeSchedules/jeSchedulesSelector.js

@@ -3,7 +3,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
     return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.getJEScheduledTransactionByJEScheduleTransactionKey = exports.getJEAccruedScheduleByJEScheduleKey = void 0;
+exports.getJEScheduledTransactionByJEScheduleTransactionKey = exports.getJEAccruedScheduleByJEScheduleKey = exports.getJEOneTimeAccrualByKey = void 0;
 const get_1 = __importDefault(require("lodash/get"));
 const amount_1 = require("../../commonStateTypes/amount");
 const accountSelector_1 = require("../account/accountSelector");
@@ -11,18 +11,35 @@ const classSelector_1 = require("../class/classSelector");
 const transactionSelector_1 = require("../transaction/transactionSelector");
 const userSelector_1 = require("../user/userSelector");
 const vendorSelector_1 = require("../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.
+const getJEOneTimeAccrualByKey = (jeOneTimeAccrualKey, jeSchedulesState) => {
+    const accrual = (0, get_1.default)(jeSchedulesState.oneTimeAccrualsByKey, jeOneTimeAccrualKey);
+    if (accrual == null) {
+        return undefined;
+    }
+    return { ...accrual, jeOneTimeAccrualKey };
+};
+exports.getJEOneTimeAccrualByKey = getJEOneTimeAccrualByKey;
 const getJEAccruedScheduleByJEScheduleKey = (JEScheduleKey, state) => {
     const { jeSchedulesState, vendorState, accountState, userState, classState } = state;
     const JEAccruedScheduleState = (0, get_1.default)(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 = (0, vendorSelector_1.getVendorByVendorId)(vendorState, vendorId);
     if (vendorDetails == null) {
         throw new Error(`Vendor with ${vendorId} doesn't exist`);
     }
     const userDetails = updatedBy != null ? (0, userSelector_1.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 ? (0, userSelector_1.getUserByUserId)(userState, createdBy) : undefined;
     const accountCredit = jeCredit.accountId != null
         ? (0, accountSelector_1.getAccountBase)(accountState, jeCredit.accountId, 'account_list')
         : undefined;
@@ -41,14 +58,19 @@ 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,
@@ -66,6 +88,7 @@ const getJEAccruedScheduleByJEScheduleKey = (JEScheduleKey, state) => {
         memo,
         createTime,
         recurringAmount,
+        jeScheduleType,
         jeAccruedScheduleKey: JEScheduleKey,
         balanceAsOfToday: balanceAsOfToday != null
             ? (0, amount_1.toAmount)(balanceAsOfToday, currencyCode, currencySymbol)
@@ -77,7 +100,7 @@ exports.getJEAccruedScheduleByJEScheduleKey = getJEAccruedScheduleByJEScheduleKe
 const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTransactionKey, state) => {
     const { jeSchedulesState, vendorState, accountState, userState, classState, transactionState, } = state;
     const jeScheduleTransactionState = (0, get_1.default)(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 = (0, vendorSelector_1.getVendorByVendorId)(vendorState, vendorId);
     if (vendorDetails == null) {
         throw new Error(`Vendor with ${vendorId} doesn't exist`);
@@ -106,14 +129,24 @@ const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTransacti
             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
             ? (0, amount_1.toAmount)(balanceAsOfToday, currencyCode, currencySymbol)
             : undefined,
@@ -136,7 +169,9 @@ const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTransacti
         },
         scheduledJournalEntry,
         aiSummaries,
+        confidenceScore,
         createdByUser: createdByUserDetails,
+        createTime,
         recommendations,
     };
 };

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

@@ -2,8 +2,9 @@ import { Amount } from '../../commonStateTypes/amount';
 import { ID } from '../../commonStateTypes/common';
 import { ScheduleDaysOfMonth } from '../../commonStateTypes/timePeriod';
 import { ZeniDate } from '../../zeniDayJS';
+import { ZeniUrl as Url } from '../../zeniUrl';
 import { TransactionID } from '../transaction/stateTypes/transactionID';
-import { JEScheduleKey, JEScheduleTransactionKey, JournalEntryErrorCodeType, ScheduleJournalEntryStatusCodeType, ScheduleStatusCodeType, ScheduleTypes } from './jeSchedulesTypes';
+import { JEOneTimeAccrualKey, JEScheduleKey, JEScheduleTransactionKey, JournalEntryErrorCodeType, OneTimeAccrualAutomationTierType, OneTimeAccrualOriginType, OneTimeAccrualReversalPolicyType, OneTimeAccrualReversalTriggerType, OneTimeAccrualStatusCodeType, ScheduleJournalEntryStatusCodeType, ScheduleStatusCodeType, ScheduleTypes } from './jeSchedulesTypes';
 export interface ScheduleStatus {
     code: ScheduleStatusCodeType;
     label: string;
@@ -18,14 +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;
@@ -94,14 +113,18 @@ export interface JEScheduledTransactionState {
     vendorId: ID;
     aiSummaries?: JEScheduleAISummaries;
     balanceAsOfToday?: number;
+    confidenceScore?: number;
     createdByUserID?: ID;
+    createTime?: ZeniDate;
     dayOfPostingDate?: ScheduleDaysOfMonth;
     endDate?: ZeniDate;
     jeScheduleId?: ID;
     jeScheduleType?: ScheduleTypes;
     lastDayOfMonth?: boolean;
     period?: number;
+    postedCount?: number;
     recommendations?: JEScheduleRecommendations;
+    recurringAmount?: Amount;
     startDate?: ZeniDate;
     updatedAt?: ZeniDate;
     updatedByUserID?: ID;
@@ -112,7 +135,106 @@ 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;
+    firstName?: string;
+    lastName?: string;
+    photo?: Url;
+}
+/**
+ * One month of a vendor's billed history, taken from profile_snapshot. Kept as an ordered array
+ * rather than the payload's map because the months are not contiguous — a vendor that skipped a
+ * month has no entry — so consumers must not derive the sequence themselves.
+ */
+export interface JEOneTimeAccrualMonthlyTotal {
+    amount: Amount;
+    month: string;
+}
+export interface JEOneTimeAccrualBillingPattern {
+    avgAmount?: Amount;
+    billingLagDays?: number;
+    consistencyScore?: number;
+    frequency?: string;
+    lastBillAmount?: Amount;
+    lastBillDate?: ZeniDate;
+    monthsOfHistory?: number;
+    typicalBillDay?: number;
+}
+/**
+ * The vendor profile the AI used to decide this accrual. Absent on human-created accruals, so every
+ * card built from it has to be omitted rather than rendered empty.
+ */
+export interface JEOneTimeAccrualProfileSnapshot {
+    monthlyTotals: JEOneTimeAccrualMonthlyTotal[];
+    billingPattern?: JEOneTimeAccrualBillingPattern;
+}
+/** What the AI originally suggested, frozen at draft time. */
+export interface JEOneTimeAccrualAiSuggestion {
+    estimatedAmount?: Amount;
+    jeCreditAccountName?: string;
+    jeDebitAccountName?: string;
+    memo?: string;
+}
+export interface JEOneTimeAccrualState {
+    accrualId: ID;
+    accrualStatus: OneTimeAccrualStatusCodeType;
+    estimatedAmount: Amount;
+    /**
+     * Ignoring an accrual sets this flag and leaves the status on `draft`, so the status alone cannot
+     * tell an ignored row from an actionable one.
+     */
+    isIgnored: boolean;
+    memo: string;
+    origin: OneTimeAccrualOriginType;
+    reversalPolicy: OneTimeAccrualReversalPolicyType;
+    serviceMonth: string;
+    vendorId: ID;
+    vendorName: string;
+    actualPostDate?: ZeniDate;
+    actualReversalPostDate?: ZeniDate;
+    aiSuggestion?: JEOneTimeAccrualAiSuggestion;
+    automationTier?: OneTimeAccrualAutomationTierType;
+    createdBy?: JEOneTimeAccrualCreator;
+    expectedReversalDate?: ZeniDate;
+    jeCreditAccountId?: ID;
+    jeCreditAccountingClassId?: ID;
+    jeCreditAccountingClassName?: string;
+    jeCreditAccountName?: string;
+    jeDebitAccountId?: ID;
+    jeDebitAccountingClassId?: ID;
+    jeDebitAccountingClassName?: string;
+    jeDebitAccountName?: string;
+    postingDate?: ZeniDate;
+    profileSnapshot?: JEOneTimeAccrualProfileSnapshot;
+    reversalTransactionId?: ID;
+    reversalTrigger?: OneTimeAccrualReversalTriggerType;
+    transactionId?: ID;
+    transactionIntegrationId?: ID;
+}
 export interface JESchedulesState {
+    oneTimeAccrualsByKey: Record<JEOneTimeAccrualKey, JEOneTimeAccrualState>;
     schedulesByAccruedJEScheduleKey: Record<JEScheduleKey, JEAccruedScheduledTransactionState>;
     schedulesByTransactionKey: Record<JEScheduleTransactionKey, JEScheduledTransactionState>;
 }

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

@@ -1,11 +1,12 @@
 import { TransactionID } from '../transaction/stateTypes/transactionID';
-import { generateJEScheduleKey } from './jeScheduleHelper';
+import { generateJEOneTimeAccrualKey, generateJEScheduleKey } from './jeScheduleHelper';
 export interface ScheduleTransactionID extends TransactionID {
     lineId: string;
 }
 export declare const getJEScheduleTransactionKey: (scheduleTransactionId: ScheduleTransactionID) => `${string}_expense_${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}`;
 export type JEScheduleTransactionKey = ReturnType<typeof getJEScheduleTransactionKey>;
 export type JEScheduleKey = ReturnType<typeof generateJEScheduleKey>;
+export type JEOneTimeAccrualKey = ReturnType<typeof generateJEOneTimeAccrualKey>;
 export declare const ALL_SCHEDULES_TYPES: readonly ["prepaid_expenses", "fixed_assets", "accrued_expenses", "deferred_revenue"];
 export declare const toScheduleTypesType: (v: string) => "prepaid_expenses" | "fixed_assets" | "accrued_expenses" | "deferred_revenue";
 export type ScheduleTypes = ReturnType<typeof toScheduleTypesType>;
@@ -14,5 +15,27 @@ export declare const toScheduleJournalEntryStatusCodeType: (v: string) => "unkno
 export type ScheduleJournalEntryStatusCodeType = ReturnType<typeof toScheduleJournalEntryStatusCodeType>;
 export declare const toScheduleStatusCodeType: (v: string) => "completed" | "draft" | "new" | "ongoing" | "marked_as_completed";
 export type ScheduleStatusCodeType = ReturnType<typeof toScheduleStatusCodeType>;
+export declare const toOneTimeAccrualStatusCodeType: (v: string) => "draft" | "posted" | "posting" | "posting_blocked" | "reversing" | "reversed" | "reverted";
+export type OneTimeAccrualStatusCodeType = ReturnType<typeof toOneTimeAccrualStatusCodeType>;
+export declare const toOneTimeAccrualOriginType: (v: string) => "agent" | "human";
+export type OneTimeAccrualOriginType = ReturnType<typeof toOneTimeAccrualOriginType>;
+export declare const toOneTimeAccrualAutomationTierType: (v: string) => "auto" | "draft" | "manual";
+export type OneTimeAccrualAutomationTierType = ReturnType<typeof toOneTimeAccrualAutomationTierType>;
+export declare const toOneTimeAccrualReversalPolicyType: (v: string) => "on_bill_match" | "scheduled_date";
+export type OneTimeAccrualReversalPolicyType = ReturnType<typeof toOneTimeAccrualReversalPolicyType>;
+export declare const toOneTimeAccrualReversalTriggerType: (v?: string) => "scheduled_date" | "bill_match" | "manual_reverse" | undefined;
+export type OneTimeAccrualReversalTriggerType = ReturnType<typeof toOneTimeAccrualReversalTriggerType>;
+export declare const toOneTimeAccrualIgnoreReasonType: (v: string) => "paused" | "no_activity" | "too_small" | "need_invoice" | "other_ignore";
+export type OneTimeAccrualIgnoreReasonType = ReturnType<typeof toOneTimeAccrualIgnoreReasonType>;
+export declare const ALL_ONE_TIME_ACCRUAL_IGNORE_REASONS: readonly OneTimeAccrualIgnoreReasonType[];
+export declare const toJEScheduleIgnoreReasonType: (v: string) => "other_ignore" | "not_needed" | "wrong_account" | "duplicate" | "already_handled";
+export type JEScheduleIgnoreReasonType = ReturnType<typeof toJEScheduleIgnoreReasonType>;
+export declare const ALL_JE_SCHEDULE_IGNORE_REASONS: readonly JEScheduleIgnoreReasonType[];
+export declare const toJEScheduleRevertReasonType: (v: string) => "duplicate" | "amount_off" | "wrong_period" | "created_by_mistake" | "other_revert";
+export type JEScheduleRevertReasonType = ReturnType<typeof toJEScheduleRevertReasonType>;
+export declare const ALL_JE_SCHEDULE_REVERT_REASONS: readonly JEScheduleRevertReasonType[];
+export declare const toOneTimeAccrualRevertReasonType: (v: string) => "duplicate" | "amount_off" | "wrong_period" | "other_revert" | "not_accrual";
+export type OneTimeAccrualRevertReasonType = ReturnType<typeof toOneTimeAccrualRevertReasonType>;
+export declare const ALL_ONE_TIME_ACCRUAL_REVERT_REASONS: readonly OneTimeAccrualRevertReasonType[];
 export declare const toJournalEntryErrorCodeType: (v: string) => "vendor_deleted" | "debit_category_deleted" | "credit_category_deleted" | "qbo_error" | "qbo_authorization_error" | "qbo_invalid_company_status_error" | "qbo_book_close_date_error";
 export type JournalEntryErrorCodeType = ReturnType<typeof toJournalEntryErrorCodeType>;

package/lib/entity/jeSchedules/jeSchedulesTypes.js

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.toJournalEntryErrorCodeType = exports.toScheduleStatusCodeType = exports.toScheduleJournalEntryStatusCodeType = exports.toScheduleTypesTypeStrict = exports.toScheduleTypesType = exports.ALL_SCHEDULES_TYPES = exports.getJEScheduleTransactionKey = void 0;
+exports.toJournalEntryErrorCodeType = exports.ALL_ONE_TIME_ACCRUAL_REVERT_REASONS = exports.toOneTimeAccrualRevertReasonType = exports.ALL_JE_SCHEDULE_REVERT_REASONS = exports.toJEScheduleRevertReasonType = exports.ALL_JE_SCHEDULE_IGNORE_REASONS = exports.toJEScheduleIgnoreReasonType = exports.ALL_ONE_TIME_ACCRUAL_IGNORE_REASONS = exports.toOneTimeAccrualIgnoreReasonType = exports.toOneTimeAccrualReversalTriggerType = exports.toOneTimeAccrualReversalPolicyType = exports.toOneTimeAccrualAutomationTierType = exports.toOneTimeAccrualOriginType = exports.toOneTimeAccrualStatusCodeType = exports.toScheduleStatusCodeType = exports.toScheduleJournalEntryStatusCodeType = exports.toScheduleTypesTypeStrict = exports.toScheduleTypesType = exports.ALL_SCHEDULES_TYPES = exports.getJEScheduleTransactionKey = void 0;
 const stringToUnion_1 = require("../../commonStateTypes/stringToUnion");
 const getJEScheduleTransactionKey = (scheduleTransactionId) => `${scheduleTransactionId.id}_${scheduleTransactionId.type}_${scheduleTransactionId.lineId}`;
 exports.getJEScheduleTransactionKey = getJEScheduleTransactionKey;
@@ -32,6 +32,101 @@ const SCHEDULE_STATUS_CODE = [
 ];
 const toScheduleStatusCodeType = (v) => (0, stringToUnion_1.stringToUnion)(v, SCHEDULE_STATUS_CODE);
 exports.toScheduleStatusCodeType = toScheduleStatusCodeType;
+// 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.
+/**
+ * Mirrors agent-je's own status constants. `reverted` is the terminal state a manual revert writes
+ * alongside is_deleted; without it stringToUnion logs an error and passes the raw string through.
+ *
+ * There is deliberately no `ignored` member -- ignoring an accrual sets the `is_ignored` flag and
+ * leaves the status on `draft`.
+ */
+const ONE_TIME_ACCRUAL_STATUS_CODE = [
+    'draft',
+    'posting',
+    'posted',
+    'posting_blocked',
+    'reversing',
+    'reversed',
+    'reverted',
+];
+const toOneTimeAccrualStatusCodeType = (v) => (0, stringToUnion_1.stringToUnion)(v, ONE_TIME_ACCRUAL_STATUS_CODE);
+exports.toOneTimeAccrualStatusCodeType = toOneTimeAccrualStatusCodeType;
+// 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'];
+const toOneTimeAccrualOriginType = (v) => (0, stringToUnion_1.stringToUnion)(v, ONE_TIME_ACCRUAL_ORIGIN);
+exports.toOneTimeAccrualOriginType = toOneTimeAccrualOriginType;
+const ONE_TIME_ACCRUAL_AUTOMATION_TIER = ['manual', 'draft', 'auto'];
+const toOneTimeAccrualAutomationTierType = (v) => (0, stringToUnion_1.stringToUnion)(v, ONE_TIME_ACCRUAL_AUTOMATION_TIER);
+exports.toOneTimeAccrualAutomationTierType = toOneTimeAccrualAutomationTierType;
+// 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',
+];
+const toOneTimeAccrualReversalPolicyType = (v) => (0, stringToUnion_1.stringToUnion)(v, ONE_TIME_ACCRUAL_REVERSAL_POLICY);
+exports.toOneTimeAccrualReversalPolicyType = toOneTimeAccrualReversalPolicyType;
+// 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',
+];
+const toOneTimeAccrualReversalTriggerType = (v) => (0, stringToUnion_1.stringToUnionStrict)(v ?? '', ONE_TIME_ACCRUAL_REVERSAL_TRIGGER);
+exports.toOneTimeAccrualReversalTriggerType = toOneTimeAccrualReversalTriggerType;
+// 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',
+];
+const toOneTimeAccrualIgnoreReasonType = (v) => (0, stringToUnion_1.stringToUnion)(v, ONE_TIME_ACCRUAL_IGNORE_REASON);
+exports.toOneTimeAccrualIgnoreReasonType = toOneTimeAccrualIgnoreReasonType;
+exports.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',
+];
+const toJEScheduleIgnoreReasonType = (v) => (0, stringToUnion_1.stringToUnion)(v, JE_SCHEDULE_IGNORE_REASON);
+exports.toJEScheduleIgnoreReasonType = toJEScheduleIgnoreReasonType;
+exports.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',
+];
+const toJEScheduleRevertReasonType = (v) => (0, stringToUnion_1.stringToUnion)(v, JE_SCHEDULE_REVERT_REASON);
+exports.toJEScheduleRevertReasonType = toJEScheduleRevertReasonType;
+exports.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',
+];
+const toOneTimeAccrualRevertReasonType = (v) => (0, stringToUnion_1.stringToUnion)(v, ONE_TIME_ACCRUAL_REVERT_REASON);
+exports.toOneTimeAccrualRevertReasonType = toOneTimeAccrualRevertReasonType;
+exports.ALL_ONE_TIME_ACCRUAL_REVERT_REASONS = ONE_TIME_ACCRUAL_REVERT_REASON;
 const JOURNAL_ENTRY_ERROR_CODE = [
     'vendor_deleted',
     'debit_category_deleted',

package/lib/entity/snackbar/snackbarTypes.d.ts

@@ -1,4 +1,4 @@
-export declare const toSnackbarMessageSection: (v: string) => "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_approval_reorder" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_approval_reorder" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "card_policy_created" | "card_policy_updated" | "card_policy_deleted" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "accounting_projects_enabled_update" | "accounting_projects_qbo_not_enabled" | "capitalization_threshold_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "confirm_statement_mapping" | "statement_parsing_in_progress" | "statement_parsing_complete" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron" | "create_sub_task" | "qbo_connection_already_linked" | "qbo_connection_failed" | "accounting_projects_qbo_reconnect_failed" | "product_services_update" | "qbo_realm_id_update" | "invoicing_dunning_case_resolved" | "invoicing_dunning_retry" | "invoicing_dunning_cancel" | "invoicing_dunning_settings_save" | "invoicing_qbo_backfill" | "invoicing_qbo_sync_health_retry" | "invoicing_qbo_settings_save" | "invoicing_branding_save" | "invoicing_discount_archive" | "invoicing_discount_unarchive" | "invoicing_discount_delete" | "invoicing_invoice_reminder_sent" | "invoicing_invoice_regenerated" | "invoicing_invoice_voided" | "invoicing_catalog_item_saved" | "invoicing_customer_saved" | "invoicing_subscription_saved" | "invoicing_coupon_saved" | "invoicing_invoice_saved" | "invoicing_credit_note_saved" | "invoicing_payment_recorded" | "invoicing_subscription_activated" | "invoicing_subscription_cancellation_removed" | "invoicing_subscription_cancelled" | "invoicing_subscription_non_renewing" | "invoicing_subscription_paused" | "invoicing_subscription_reactivated" | "invoicing_subscription_resumed" | "invoicing_subscription_term_end_changed";
+export declare const toSnackbarMessageSection: (v: string) => "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_approval_reorder" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_approval_reorder" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "card_policy_created" | "card_policy_updated" | "card_policy_deleted" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "revert_schedule" | "ignore_accrual" | "revert_accrual" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "accounting_projects_enabled_update" | "accounting_projects_qbo_not_enabled" | "capitalization_threshold_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "confirm_statement_mapping" | "statement_parsing_in_progress" | "statement_parsing_complete" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron" | "create_sub_task" | "qbo_connection_already_linked" | "qbo_connection_failed" | "accounting_projects_qbo_reconnect_failed" | "product_services_update" | "qbo_realm_id_update" | "invoicing_dunning_case_resolved" | "invoicing_dunning_retry" | "invoicing_dunning_cancel" | "invoicing_dunning_settings_save" | "invoicing_qbo_backfill" | "invoicing_qbo_sync_health_retry" | "invoicing_qbo_settings_save" | "invoicing_branding_save" | "invoicing_discount_archive" | "invoicing_discount_unarchive" | "invoicing_discount_delete" | "invoicing_invoice_reminder_sent" | "invoicing_invoice_regenerated" | "invoicing_invoice_voided" | "invoicing_catalog_item_saved" | "invoicing_customer_saved" | "invoicing_subscription_saved" | "invoicing_coupon_saved" | "invoicing_invoice_saved" | "invoicing_credit_note_saved" | "invoicing_payment_recorded" | "invoicing_subscription_activated" | "invoicing_subscription_cancellation_removed" | "invoicing_subscription_cancelled" | "invoicing_subscription_non_renewing" | "invoicing_subscription_paused" | "invoicing_subscription_reactivated" | "invoicing_subscription_resumed" | "invoicing_subscription_term_end_changed";
 export type SnackbarMessageSections = ReturnType<typeof toSnackbarMessageSection>;
 export declare const toSnackbarMessageSectionTexts: (v: string) => "notification" | "failed" | "success";
 export type SnackbarMessageSectionTexts = ReturnType<typeof toSnackbarMessageSectionTexts>;

package/lib/entity/snackbar/snackbarTypes.js

@@ -119,6 +119,9 @@ 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/entity/transaction/payloadTypes/scheduleTransactionPayload.d.ts

@@ -12,5 +12,7 @@ export interface ScheduleTransactionPayload extends TransactionIDPayload, Omit<A
     labels?: string[];
     sync_token?: number;
     transaction_description?: string | null;
+    vendor_id?: string | null;
+    vendor_name?: string | null;
 }
 export declare const toScheduleTransaction: (payload: ScheduleTransactionPayload, currency_code: string, currency_symbol: string) => ScheduleTransaction;

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

@@ -33,6 +33,8 @@ 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,
     };
 };
 exports.toScheduleTransaction = toScheduleTransaction;

package/lib/entity/transaction/stateTypes/scheduleTransaction.d.ts

@@ -10,4 +10,6 @@ export interface ScheduleTransaction extends BaseTransaction {
     thirdPartyTransactionId: ID;
     classBase?: ClassBase;
     description?: string;
+    vendorId?: ID;
+    vendorName?: string;
 }