@zeniai/client-epic-state 5.2.22-betaAM2 → 5.2.22-betaRD0

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

@@ -3,7 +3,6 @@ import { filter, switchMap } from 'rxjs/operators';
 import { convertToPeriod, toAbsoluteDay, toMonthYearPeriodId, } from '../../../../commonStateTypes/timePeriod';
 import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
 import { fetchAllExpenseAutomationTabs } from '../../expenseAutomationViewReducer';
-import { fetchActualMatchingPage } from '../../reducers/actualMatchingViewReducer';
 import { fetchFluxAnalysisView } from '../../reducers/fluxAnalysisViewReducer';
 import { fetchJeSchedulesPage } from '../../reducers/jeSchedulesViewReducer';
 import { fetchMissingReceipts } from '../../reducers/missingReceiptsViewReducer';
@@ -32,14 +31,11 @@ export const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.
     }
     if (cacheOverride === true) {
         const actions = [];
-        const selectedPageTab = state.expenseAutomationJESchedulesViewState.uiState.selectedPageTab;
         actions.push(fetchTransactionCategorizationView(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, cacheOverride, false, undefined, undefined, refreshViewInBackground, false), fetchMissingReceipts({ start: timePeriodStart, end: timePeriodEnd }, {
             amount: 75.0,
             currencyCode: 'USD',
             currencySymbol: '$',
-        }, cacheOverride, refreshViewInBackground), fetchFluxAnalysisView(selectedPeriod, cacheOverride, refreshViewInBackground, null), selectedPageTab === 'actual_matching'
-            ? fetchActualMatchingPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride)
-            : fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
+        }, cacheOverride, refreshViewInBackground), fetchFluxAnalysisView(selectedPeriod, cacheOverride, refreshViewInBackground, null), fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
         if (reconciliationEnabled) {
             actions.push(fetchReconciliation(selectedPeriod, undefined, cacheOverride, refreshViewInBackground));
         }
@@ -65,29 +61,16 @@ export const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.
             fetchActions.push(fetchFluxAnalysisView(selectedPeriod, cacheOverride, refreshViewInBackground, null));
         }
         // The two JE tabs cache separately, so only the tab actually being shown decides whether a
-        // fetch is still needed. Actual Matching is a third tab on the same page with its own
-        // endpoint and cache slot.
-        const selectedPageTab = state.expenseAutomationJESchedulesViewState.uiState.selectedPageTab;
-        if (selectedPageTab === 'actual_matching') {
-            const actualMatchingPeriodKeys = state.expenseAutomationActualMatchingViewState.accrualKeysByPeriod[monthYearPeriodId];
-            if (state.expenseAutomationActualMatchingViewState.fetchState !==
-                'In-Progress' &&
-                (!state.expenseAutomationActualMatchingViewState.hasValidState() ||
-                    actualMatchingPeriodKeys == null)) {
-                fetchActions.push(fetchActualMatchingPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
-            }
-        }
-        else {
-            const jeSchedulesPeriodTabKey = getJESchedulePeriodTabKey(selectedPageTab, monthYearPeriodId);
-            if (state.expenseAutomationJESchedulesViewState.fetchState !==
-                'In-Progress' &&
-                (!state.expenseAutomationJESchedulesViewState.hasValidState() ||
-                    state.expenseAutomationJESchedulesViewState
-                        .jeScheduleTransactionKeysByPeriodAndTab[jeSchedulesPeriodTabKey] == null ||
-                    state.expenseAutomationJESchedulesViewState
-                        .failedJeScheduleTransactionKeysByPeriodAndTab[jeSchedulesPeriodTabKey] == null)) {
-                fetchActions.push(fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
-            }
+        // fetch is still needed.
+        const jeSchedulesPeriodTabKey = getJESchedulePeriodTabKey(state.expenseAutomationJESchedulesViewState.uiState.selectedPageTab, monthYearPeriodId);
+        if (state.expenseAutomationJESchedulesViewState.fetchState !==
+            'In-Progress' &&
+            (!state.expenseAutomationJESchedulesViewState.hasValidState() ||
+                state.expenseAutomationJESchedulesViewState
+                    .jeScheduleTransactionKeysByPeriodAndTab[jeSchedulesPeriodTabKey] == null ||
+                state.expenseAutomationJESchedulesViewState
+                    .failedJeScheduleTransactionKeysByPeriodAndTab[jeSchedulesPeriodTabKey] == null)) {
+            fetchActions.push(fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
         }
         if (state.expenseAutomationReconciliationViewState.fetchState !==
             'In-Progress' &&

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

@@ -4,7 +4,6 @@ import { convertToPeriod, toAbsoluteDay, } from '../../../../commonStateTypes/ti
 import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
 import { fetchCompanyMonthEndReportTemplates, fetchCompanyMonthEndReportView, } from '../../../companyMonthEndReportView/companyMonthEndReportViewReducer';
 import { refreshExpenseAutomationCurrentTab } from '../../expenseAutomationViewReducer';
-import { fetchActualMatchingPage } from '../../reducers/actualMatchingViewReducer';
 import { fetchFluxAnalysisView } from '../../reducers/fluxAnalysisViewReducer';
 import { fetchJeSchedulesPage } from '../../reducers/jeSchedulesViewReducer';
 import { fetchMissingReceipts } from '../../reducers/missingReceiptsViewReducer';
@@ -39,17 +38,10 @@ export const refreshExpenseAutomationCurrentTabEpic = (actions$, state$) => acti
             return from([
                 fetchFluxAnalysisView(selectedPeriod, true, true, null),
             ]);
-        case 'je_schedules': {
-            const selectedPageTab = state.expenseAutomationJESchedulesViewState.uiState.selectedPageTab;
-            if (selectedPageTab === 'actual_matching') {
-                return from([
-                    fetchActualMatchingPage({ start: timePeriodStart, end: timePeriodEnd }, true),
-                ]);
-            }
+        case 'je_schedules':
             return from([
                 fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, true),
             ]);
-        }
         case 'month_end_insights':
             return from([
                 fetchCompanyMonthEndReportView(true, companyId, currentTenant.tenantId, period.end, true),

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

@@ -7,6 +7,7 @@ import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
 import { clearAll } from '../../../../rootActions';
 import { date } from '../../../../zeniDayJS';
+import { SERVICE_MONTH_FORMAT, } from '../../payload/jeSchedulesPayload';
 import { fetchJeSchedules, fetchJeSchedulesFailure, fetchJeSchedulesSuccess, initializeJeScheduleLocalData, } from '../../reducers/jeSchedulesViewReducer';
 export const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchJeSchedules.match), mergeMap((action) => {
     const state = state$.value;
@@ -14,21 +15,58 @@ export const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe
     const { period, refreshViewInBackground } = action.payload;
     const currentTenant = getCurrentTenant(state);
     const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
-    const { selectedPageTab } = state.expenseAutomationJESchedulesViewState.uiState;
+    // The prefetch names the tab it is warming; everything else means the visible one. Reading
+    // this from state unconditionally would make the prefetch fetch the visible tab's window and
+    // then overwrite its cache with the result.
+    const selectedPageTab = action.payload.selectedPageTab ??
+        state.expenseAutomationJESchedulesViewState.uiState.selectedPageTab;
     const isClosePeriodTab = selectedPageTab === 'schedules';
     const existingEndDate = toAbsoluteDay(date(toString(period.start))
         .subtract(1, 'month')
         .endOf('month')
         .format(DEFAULT_DATE_FORMAT));
+    // Existing Schedules looks at months already closed, so it stops at the previous month end;
+    // Review Schedules is closing the selected month and runs to its end.
+    const endDate = isClosePeriodTab || existingEndDate == null
+        ? toString(period.end)
+        : toString(existingEndDate);
+    // Accrued rows are windowed on the schedule's own start_date rather than a transaction date,
+    // so they get their own bounds. Review wants the month being closed; Existing wants the year
+    // up to endDate, snapped to the 1st — the same window the server used to compute for itself.
+    const accruedStartDate = isClosePeriodTab
+        ? toString(period.start)
+        : date(endDate)
+            .subtract(1, 'year')
+            .startOf('month')
+            .format(DEFAULT_DATE_FORMAT);
     const queryParam = {
-        start_date: toString(period.start),
-        end_date: isClosePeriodTab || existingEndDate == null
-            ? toString(period.end)
-            : toString(existingEndDate),
+        base_transaction_end_date: endDate,
+        end_date: endDate,
+        accrued_start_date: accruedStartDate,
+        accrued_end_date: endDate,
         include_accrued: true,
         ...(isClosePeriodTab
-            ? { close_period_start_date: toString(period.start) }
-            : {}),
+            ? {
+                // Both types share the close month, so one bound covers them. Existing sends none,
+                // which is what keeps the differing server defaults — a year back for prepaid, five
+                // for fixed assets.
+                base_transaction_start_date: toString(period.start),
+                close_period_start_date: toString(period.start),
+                one_time_accrual_service_month: date(toString(period.start)).format(SERVICE_MONTH_FORMAT),
+                // Empty means no status filter: the month being closed is reviewed whatever state
+                // each accrual is in.
+                one_time_accrual_statuses: [],
+                filter_failed_je_postings_by_date: true,
+            }
+            : {
+                one_time_accrual_service_month_start: date(accruedStartDate).format(SERVICE_MONTH_FORMAT),
+                one_time_accrual_service_month_end: date(endDate).format(SERVICE_MONTH_FORMAT),
+                // Existing lists what actually reached the books.
+                one_time_accrual_statuses: ['posted'],
+                // A failed posting from an earlier month still needs to surface here, so this list
+                // is deliberately not windowed.
+                filter_failed_je_postings_by_date: false,
+            }),
     };
     return zeniAPI
         .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expenses_automation/je_schedules?query=${encodeURIComponent(JSON.stringify(queryParam))}`)

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

@@ -6,9 +6,9 @@ import { updateJEOneTimeAccruals } from '../../../../entity/jeSchedules/jeSchedu
 import { getJEOneTimeAccrualByKey } from '../../../../entity/jeSchedules/jeSchedulesSelector';
 import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
 import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
-import { clearAll } from '../../../../rootActions';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
-import { fetchJeSchedules, ignoreOneTimeAccrual, oneTimeAccrualActionFailure, oneTimeAccrualActionSuccess, promoteOneTimeAccrual, revertOneTimeAccrual, } from '../../reducers/jeSchedulesViewReducer';
+import { clearAll } from '../../../../rootActions';
+import { fetchJeSchedules, ignoreOneTimeAccrual, oneTimeAccrualActionFailure, oneTimeAccrualActionSuccess, promoteOneTimeAccrual, removeJeOneTimeAccrualLocalData, revertOneTimeAccrual, } from '../../reducers/jeSchedulesViewReducer';
 /**
  * The page the accrual came from, so a promoted or ignored row lands in the right bucket. Guarded
  * because convertToPeriod destructures: an unset period would throw and take the epic subscription
@@ -50,8 +50,11 @@ messageSection, accrualId, message, status) {
 }
 export const promoteOneTimeAccrualEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(promoteOneTimeAccrual.match), mergeMap((action) => {
     const state = state$.value;
-    const { accrualId, amount, edits } = action.payload;
+    const { accrualId, amount } = action.payload;
     const accrual = getJEOneTimeAccrualByKey(generateJEOneTimeAccrualKey(accrualId), state.jeSchedulesState);
+    // The detail form writes what the user changed here as they change it. The list's inline
+    // Post has no form, so it finds nothing and every value below falls back to the stored draft.
+    const edits = state.expenseAutomationJESchedulesViewState.oneTimeAccrualLocalDataById[accrualId];
     // 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;
@@ -65,8 +68,7 @@ export const promoteOneTimeAccrualEpic = (actions$, state$, zeniAPI) => actions$
     // 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 reverseNextMonth = edits?.reverseNextMonth ?? accrual?.reversalPolicy === 'scheduled_date';
     const expectedReversalDate = edits?.expectedReversalDate ?? accrual?.expectedReversalDate;
     const debitClassId = edits?.jeDebitAccountingClassId ?? accrual?.jeDebitAccountingClassId;
     const debitClassName = edits?.jeDebitAccountingClassName ??
@@ -76,7 +78,9 @@ export const promoteOneTimeAccrualEpic = (actions$, state$, zeniAPI) => actions$
         memo: edits?.memo ?? accrual?.memo ?? '',
         je_debit_account_id: debitAccountId,
         je_credit_account_id: creditAccountId,
-        ...(debitClassId != null ? { je_debit_accounting_class_id: debitClassId } : {}),
+        ...(debitClassId != null
+            ? { je_debit_accounting_class_id: debitClassId }
+            : {}),
         ...(debitClassName != null
             ? { je_debit_accounting_class_name: debitClassName }
             : {}),
@@ -96,6 +100,9 @@ export const promoteOneTimeAccrualEpic = (actions$, state$, zeniAPI) => actions$
             return from([
                 updateJEOneTimeAccruals([response.data.accrual]),
                 oneTimeAccrualActionSuccess({ accrualId }),
+                // The edits are now on the server copy; leaving them would re-apply them to a
+                // later promote of the same accrual.
+                removeJeOneTimeAccrualLocalData({ accrualId }),
                 openSnackbar({
                     messageSection: 'save_schedule',
                     messageText: 'success',

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

@@ -0,0 +1,35 @@
+import { EMPTY, of } from 'rxjs';
+import { filter, mergeMap } from 'rxjs/operators';
+import { toMonthYearPeriodId } from '../../../../commonStateTypes/timePeriod';
+import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
+import { fetchJeSchedules, fetchJeSchedulesPage, } from '../../reducers/jeSchedulesViewReducer';
+import { ALL_JE_PAGE_TABS, getJESchedulePeriodTabKey, } from '../../types/jeSchedulesViewState';
+/**
+ * Warms the tab the user is not looking at, so switching to it renders rows instead of a skeleton.
+ *
+ * Listens for `fetchJeSchedulesPage` rather than `fetchJeSchedules` on purpose: the prefetch emits
+ * `fetchJeSchedules`, so listening for that would make this epic feed itself.
+ */
+export const prefetchOtherJeSchedulesTabEpic = (actions$, state$) => actions$.pipe(filter(fetchJeSchedulesPage.match), mergeMap((action) => {
+    const state = state$.value;
+    const { period } = action.payload;
+    const { selectedPageTab } = state.expenseAutomationJESchedulesViewState.uiState;
+    const otherPageTab = ALL_JE_PAGE_TABS.find((pageTab) => pageTab !== selectedPageTab);
+    if (otherPageTab == null) {
+        return EMPTY;
+    }
+    const currentTenant = getCurrentTenant(state);
+    const selectedPeriod = state.expenseAutomationViewState.selectedPeriodByTenantId[currentTenant.tenantId];
+    if (selectedPeriod == null) {
+        return EMPTY;
+    }
+    // Already warm for this period: without this check every tab switch would refetch the tab
+    // just left, since a switch also fires fetchJeSchedulesPage.
+    const otherPeriodTabKey = getJESchedulePeriodTabKey(otherPageTab, toMonthYearPeriodId(selectedPeriod));
+    const isOtherTabAlreadyLoaded = state.expenseAutomationJESchedulesViewState
+        .jeScheduleTransactionKeysByPeriodAndTab[otherPeriodTabKey] != null;
+    if (isOtherTabAlreadyLoaded) {
+        return EMPTY;
+    }
+    return of(fetchJeSchedules(period, true, otherPageTab));
+}));

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

@@ -2,7 +2,6 @@ import { EMPTY, of } from 'rxjs';
 import { filter, mergeMap } from 'rxjs/operators';
 import { convertToPeriod, toAbsoluteDay, } from '../../../../commonStateTypes/timePeriod';
 import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
-import { fetchActualMatchingPage } from '../../reducers/actualMatchingViewReducer';
 import { fetchJeSchedulesPage, updateJESchedulesUIState, } from '../../reducers/jeSchedulesViewReducer';
 export const switchJESchedulesTabEpic = (actions$, state$) => actions$.pipe(filter(updateJESchedulesUIState.match), filter((action) => action.payload.selectedPageTab != null), mergeMap(() => {
     const state = state$.value;
@@ -25,9 +24,5 @@ export const switchJESchedulesTabEpic = (actions$, state$) => actions$.pipe(filt
     if (timePeriodStart == null || timePeriodEnd == null) {
         return EMPTY;
     }
-    const { selectedPageTab } = state.expenseAutomationJESchedulesViewState.uiState;
-    if (selectedPageTab === 'actual_matching') {
-        return of(fetchActualMatchingPage({ start: timePeriodStart, end: timePeriodEnd }, true));
-    }
     return of(fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, true));
 }));

package/lib/esm/view/expenseAutomationView/expenseAutomationViewSelector.js

@@ -4,7 +4,6 @@ import { getMonthEndCloseChecksForATenantForSelectedPeriod } from '../../entity/
 import { getCurrentTenant, } from '../../entity/tenant/tenantSelector';
 import { getCompanyMonthEndReportSelectorView } from '../companyMonthEndReportView/companyMonthEndReportViewSelector';
 import { getMonthEndCloseChecksViewByTenantId, isMonthEndInsightDisabled, } from '../monthEndCloseChecksView/monthEndCloseChecksViewSelector';
-import { getExpenseAutomationActualMatchingView } from './selectors/actualMatchingViewSelector';
 import { getExpenseAutomationFluxAnalysisView } from './selectors/fluxAnalysisViewSelector';
 import { getAllSteps } from './selectors/getAllStepsHelper';
 import { getExpenseAutomationJESchedulesView } from './selectors/jeSchedulesViewSelector';
@@ -22,7 +21,7 @@ const isPreviousStepDisabled = (selectedTransactionCategorizationTab, allSteps,
     return allSteps[stepIndex - 1].isDisabled;
 };
 export function getExpenseAutomationView(state) {
-    const { expenseAutomationViewState, tenantState, expenseAutomationMissingReceiptsViewState, expenseAutomationJESchedulesViewState, expenseAutomationActualMatchingViewState, expenseAutomationTransactionsViewState, expenseAutomationReconciliationViewState, monthEndCloseChecksState, companyState, } = state;
+    const { expenseAutomationViewState, tenantState, expenseAutomationMissingReceiptsViewState, expenseAutomationJESchedulesViewState, expenseAutomationTransactionsViewState, expenseAutomationReconciliationViewState, monthEndCloseChecksState, companyState, } = state;
     const { loggedInUser, currentTenantId } = tenantState;
     const currentTenant = getCurrentTenant(state);
     const { currentSelectedView, selectedPeriodByTenantId } = expenseAutomationViewState;
@@ -43,7 +42,6 @@ export function getExpenseAutomationView(state) {
     const reconciliation = getExpenseAutomationReconciliationView(state);
     const expenseAutomationTransactionsView = getExpenseAutomationTransactionView(state);
     const jeSchedules = getExpenseAutomationJESchedulesView(state);
-    const actualMatching = getExpenseAutomationActualMatchingView(state);
     switch (currentSelectedView) {
         case 'reconciliation':
             currentSelectedViewFetchState = reconciliation.fetchStatus;
@@ -56,23 +54,12 @@ export function getExpenseAutomationView(state) {
                 fluxAnalysis.refreshStatus;
             break;
         case 'je_schedules':
-            if (expenseAutomationJESchedulesViewState.uiState.selectedPageTab ===
-                'actual_matching') {
-                currentSelectedViewFetchState = {
-                    fetchState: actualMatching.fetchState,
-                    error: actualMatching.error,
-                };
-                currentSelectedViewBackgroundRefreshFetchState =
-                    actualMatching.refreshStatus;
-            }
-            else {
-                currentSelectedViewFetchState = {
-                    fetchState: jeSchedules.fetchState,
-                    error: jeSchedules.error,
-                };
-                currentSelectedViewBackgroundRefreshFetchState =
-                    jeSchedules.refreshStatus;
-            }
+            currentSelectedViewFetchState = {
+                fetchState: jeSchedules.fetchState,
+                error: jeSchedules.error,
+            };
+            currentSelectedViewBackgroundRefreshFetchState =
+                jeSchedules.refreshStatus;
             break;
         case 'missing_receipts':
             currentSelectedViewFetchState = {
@@ -104,7 +91,6 @@ export function getExpenseAutomationView(state) {
     const fetchStateVariables = [
         expenseAutomationMissingReceiptsViewState,
         expenseAutomationJESchedulesViewState,
-        expenseAutomationActualMatchingViewState,
         expenseAutomationTransactionsView,
         expenseAutomationReconciliationViewState,
     ];
@@ -190,7 +176,6 @@ export function getExpenseAutomationView(state) {
     ]);
     return {
         jeSchedules,
-        actualMatching,
         transactionView: expenseAutomationTransactionsView,
         missingReceipts,
         reconciliation,

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

@@ -2,7 +2,7 @@ import { DEFAULT_DATE_FORMAT } from '../../../commonStateTypes/timePeriod';
 import { getClassList } from '../../classList/classListSelector';
 import { mapScheduleTransactionToBaseScheduleTransactionPayload, mapVendorToVendorPayload, } from '../../scheduleView/scheduleDetailView/scheduleDetailPayload';
 const BALANCE_SHEET_CLASS_LABEL = 'balance_sheet';
-const SERVICE_MONTH_FORMAT = 'YYYY-MM';
+export const SERVICE_MONTH_FORMAT = 'YYYY-MM';
 /**
  * The credit line is the accrued liability, which always sits on the balance sheet — the
  * recurring accrued path resolves the same class the same way (see

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

@@ -66,6 +66,7 @@ export const initialState = {
     ignoreStatusById: {},
     revertStatusById: {},
     jeScheduleLocalDataById: {},
+    oneTimeAccrualLocalDataById: {},
     oneTimeAccrualActionStatusById: {},
     oneTimeAccrualFetchStatusById: {},
     uiState: {
@@ -127,11 +128,15 @@ const expenseAutomationJESchedulesView = createSlice({
                     draft.error = undefined;
                 }
             },
-            prepare(period, refreshViewInBackground = false) {
+            // `selectedPageTab` is for the prefetch, which fetches the tab the user is NOT on. Everyone
+            // else omits it and the epic uses the selected tab -- passing the visible tab explicitly
+            // would be the same thing.
+            prepare(period, refreshViewInBackground = false, selectedPageTab) {
                 return {
                     payload: {
                         period,
                         refreshViewInBackground,
+                        selectedPageTab,
                     },
                 };
             },
@@ -399,6 +404,24 @@ const expenseAutomationJESchedulesView = createSlice({
             const { scheduledJournalEntryID } = action.payload;
             delete draft.jeScheduleLocalDataById[scheduledJournalEntryID];
         },
+        /**
+         * Merge, not replace: the detail form reports one field at a time, so a full overwrite would
+         * drop every other edit on each keystroke.
+         */
+        updateJeOneTimeAccrualLocalData(draft, action) {
+            const { accrualId, localData } = action.payload;
+            draft.oneTimeAccrualLocalDataById = {
+                ...draft.oneTimeAccrualLocalDataById,
+                [accrualId]: {
+                    ...draft.oneTimeAccrualLocalDataById[accrualId],
+                    ...localData,
+                },
+            };
+        },
+        /** Called when the detail page unmounts and after a successful promote. */
+        removeJeOneTimeAccrualLocalData(draft, action) {
+            delete draft.oneTimeAccrualLocalDataById[action.payload.accrualId];
+        },
         initializeAccountSettingsView(draft) {
             draft.accountSettings.localData = accountSettingsInitialState.localData;
         },
@@ -575,13 +598,14 @@ const expenseAutomationJESchedulesView = createSlice({
             };
         },
         /**
-         * 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.
+         * Promote applies the body and posts in one step. The edits it applies come from
+         * `oneTimeAccrualLocalDataById`, not from this action -- the list's inline Post has no form, so
+         * it writes no local data and the epic falls back to the stored accrual. `amount` stays on the
+         * action because both callers already have it and `OneTimeAccrualEdits` has no slot for it.
          */
         promoteOneTimeAccrual: {
-            prepare(accrualId, amount, edits) {
-                return { payload: { accrualId, amount, edits } };
+            prepare(accrualId, amount) {
+                return { payload: { accrualId, amount } };
             },
             reducer(draft, action) {
                 draft.oneTimeAccrualActionStatusById[action.payload.accrualId] = {
@@ -685,7 +709,7 @@ const expenseAutomationJESchedulesView = createSlice({
         });
     },
 });
-export const { clearExpenseAutomationJESchedulesView, clearJeAccountSettingsLocalData, clearJeScheduleLocalData, clearSearchTransactionsForNewSchedule, createOneTimeAccrual, createOneTimeAccrualFailure, createOneTimeAccrualSuccess, ignoreOneTimeAccrual, oneTimeAccrualActionFailure, oneTimeAccrualActionSuccess, promoteOneTimeAccrual, revertJeSchedule, revertJeScheduleFailure, revertJeScheduleSuccess, revertOneTimeAccrual, fetchAccountSettingsListForAccountTypes, fetchJeSchedules, fetchJeSchedulesFailure, fetchJeSchedulesPage, fetchJeSchedulesSuccess, fetchOneTimeAccrual, fetchOneTimeAccrualFailure, fetchOneTimeAccrualSuccess, fetchRecommendationForAccountSettings, ignoreRecommendedJeSchedule, ignoreRecommendedJeScheduleFailure, ignoreRecommendedJeScheduleSuccess, initializeAccountSettingsView, initializeJeScheduleLocalData, initializeNewSchedule, removeFailedJeScheduleTransactionKey, removeJeScheduleLocalDataById, removeJeAccruedScheduleKey, removeJeScheduleTransactionKey, resetNewScheduleLocalData, retryJeSchedule, retryJeScheduleFailure, retryJeScheduleSuccess, saveAccountSettings, saveAccountSettingsFailure, saveAccountSettingsLocalData, saveAccountSettingsSuccess, saveNewSchedule, saveNewScheduleFailure, saveNewScheduleSuccess, searchTransactionsForNewSchedule, searchTransactionsForNewScheduleFailure, searchTransactionsForNewScheduleSuccess, toggleJECreatedGroupCollapsed, toggleJEPendingGroupCollapsed, updateAccountSettingsListForAccountTypes, updateAccountSettingsListForAccountTypesFailure, updateJESchedulesUIState, updateJEScheduleTypeFilter, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, updateNewScheduleLocalData, updateRecommendationForAccountSettings, updateRecommendationForAccountSettingsFailure, } = expenseAutomationJESchedulesView.actions;
+export const { clearExpenseAutomationJESchedulesView, clearJeAccountSettingsLocalData, clearJeScheduleLocalData, clearSearchTransactionsForNewSchedule, createOneTimeAccrual, createOneTimeAccrualFailure, createOneTimeAccrualSuccess, ignoreOneTimeAccrual, oneTimeAccrualActionFailure, oneTimeAccrualActionSuccess, promoteOneTimeAccrual, revertJeSchedule, revertJeScheduleFailure, revertJeScheduleSuccess, revertOneTimeAccrual, fetchAccountSettingsListForAccountTypes, fetchJeSchedules, fetchJeSchedulesFailure, fetchJeSchedulesPage, fetchJeSchedulesSuccess, fetchOneTimeAccrual, fetchOneTimeAccrualFailure, fetchOneTimeAccrualSuccess, fetchRecommendationForAccountSettings, ignoreRecommendedJeSchedule, ignoreRecommendedJeScheduleFailure, ignoreRecommendedJeScheduleSuccess, initializeAccountSettingsView, initializeJeScheduleLocalData, initializeNewSchedule, removeFailedJeScheduleTransactionKey, removeJeOneTimeAccrualLocalData, removeJeScheduleLocalDataById, removeJeAccruedScheduleKey, removeJeScheduleTransactionKey, resetNewScheduleLocalData, retryJeSchedule, retryJeScheduleFailure, retryJeScheduleSuccess, saveAccountSettings, saveAccountSettingsFailure, saveAccountSettingsLocalData, saveAccountSettingsSuccess, saveNewSchedule, saveNewScheduleFailure, saveNewScheduleSuccess, searchTransactionsForNewSchedule, searchTransactionsForNewScheduleFailure, searchTransactionsForNewScheduleSuccess, toggleJECreatedGroupCollapsed, toggleJEPendingGroupCollapsed, updateAccountSettingsListForAccountTypes, updateAccountSettingsListForAccountTypesFailure, updateJESchedulesUIState, updateJEScheduleTypeFilter, updateJeOneTimeAccrualLocalData, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, updateNewScheduleLocalData, updateRecommendationForAccountSettings, updateRecommendationForAccountSettingsFailure, } = expenseAutomationJESchedulesView.actions;
 export default expenseAutomationJESchedulesView.reducer;
 const doUpdateRecommendationForAccountSettings = (draft, payload) => {
     const { prepaidExpensesRecommendations, fixedAssetsRecommendations, accruedExpensesRecommendations, } = mapAccountTypeRecommendationPayloadToAccountRecommendationByType(payload);

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

@@ -367,9 +367,6 @@ export function getExpenseAutomationJESchedulesView(state) {
     // reports undefined rather than 0, so the UI can hide the badge instead of asserting "none".
     const scheduleCountsByTab = {};
     ALL_JE_PAGE_TABS.forEach((pageTab) => {
-        if (pageTab === 'actual_matching') {
-            return;
-        }
         const periodTabKey = monthYearPeriodId != null
             ? getJESchedulePeriodTabKey(pageTab, monthYearPeriodId)
             : null;
@@ -477,5 +474,6 @@ export function getExpenseAutomationJEOneTimeAccrualDetailView(state, accrualId)
             fetchState: 'Not-Started',
             error: undefined,
         },
+        localData: state.expenseAutomationJESchedulesViewState.oneTimeAccrualLocalDataById[accrualId],
     };
 }

package/lib/esm/view/expenseAutomationView/types/jeSchedulesViewState.js

@@ -16,11 +16,7 @@ const JE_SCHEDULE_SORT_KEYS = [
     'memo',
 ];
 export const toJEScheduleSortKey = (v) => stringToUnion(v, JE_SCHEDULE_SORT_KEYS);
-const JE_PAGE_TABS = [
-    'schedules',
-    'actual_matching',
-    'existing_schedules',
-];
+const JE_PAGE_TABS = ['schedules', 'existing_schedules'];
 export const toJEPageTab = (v) => stringToUnion(v, JE_PAGE_TABS);
 export const ALL_JE_PAGE_TABS = JE_PAGE_TABS;
 export const getJESchedulePeriodTabKey = (selectedPageTab, monthYearPeriodId) => `${selectedPageTab}_${monthYearPeriodId}`;