@zeniai/client-epic-state 5.2.34-beta0ND → 5.2.35-beta0MM

package/lib/esm/view/expenseAutomationView/epics/actualMatching/fetchActualMatchingEpic.js

@@ -0,0 +1,46 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap, takeUntil, } from 'rxjs/operators';
+import { updateActualMatchingMatches } from '../../../../entity/actualMatching/actualMatchingReducer';
+import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { clearAll } from '../../../../rootActions';
+import { toServiceMonthFromPeriod, } from '../../payload/actualMatchingPayload';
+import { fetchActualMatching, fetchActualMatchingFailure, fetchActualMatchingSuccess, } from '../../reducers/actualMatchingViewReducer';
+export const fetchActualMatchingEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchActualMatching.match), switchMap((action) => {
+    const state = state$.value;
+    const { period, refreshViewInBackground } = action.payload;
+    const currentTenant = getCurrentTenant(state);
+    const selectedPeriod = state.expenseAutomationViewState
+        .selectedPeriodByTenantId[currentTenant?.tenantId ?? ''] ?? {
+        month: period.start.month,
+        year: period.start.year,
+    };
+    const serviceMonth = toServiceMonthFromPeriod(period);
+    return zeniAPI
+        .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/actual-matching?service_month=${encodeURIComponent(serviceMonth)}`)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            const matches = response.data.matches;
+            const updateActions = [];
+            if (matches.length > 0) {
+                updateActions.push(updateActualMatchingMatches(matches));
+            }
+            updateActions.push(fetchActualMatchingSuccess({
+                matchIds: matches.map((match) => match.match_id),
+                selectedPeriod,
+                refreshViewInBackground,
+            }));
+            return from(updateActions);
+        }
+        return of(fetchActualMatchingFailure({
+            status: response.status,
+            selectedPeriod,
+            refreshViewInBackground,
+        }));
+    }), catchError((error) => of(fetchActualMatchingFailure({
+        status: createZeniAPIStatus('Unexpected Error', 'fetch actual matching REST API call errored out' +
+            JSON.stringify(error)),
+        selectedPeriod,
+        refreshViewInBackground,
+    }))), takeUntil(actions$.pipe(filter(clearAll.match))));
+}));

package/lib/esm/view/expenseAutomationView/epics/actualMatching/fetchActualMatchingMatchEpic.js

@@ -0,0 +1,35 @@
+import { from } from 'rxjs';
+import { catchError, filter, mergeMap, takeUntil } from 'rxjs/operators';
+import { updateActualMatchingMatches } from '../../../../entity/actualMatching/actualMatchingReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { clearAll } from '../../../../rootActions';
+import { fetchActualMatchingMatch, fetchActualMatchingMatchFailure, fetchActualMatchingMatchSuccess, } from '../../reducers/actualMatchingViewReducer';
+export const fetchActualMatchingMatchEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchActualMatchingMatch.match), mergeMap((action) => {
+    const { matchId, refreshViewInBackground } = action.payload;
+    return zeniAPI
+        .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/actual-matching/${encodeURIComponent(matchId)}`)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            return from([
+                updateActualMatchingMatches([response.data]),
+                fetchActualMatchingMatchSuccess({
+                    matchId,
+                    refreshViewInBackground,
+                }),
+            ]);
+        }
+        return from([
+            fetchActualMatchingMatchFailure({
+                matchId,
+                refreshViewInBackground,
+                status: response.status,
+            }),
+        ]);
+    }), catchError((error) => from([
+        fetchActualMatchingMatchFailure({
+            matchId,
+            refreshViewInBackground,
+            status: createZeniAPIStatus('Unexpected Error', `Fetch actual matching match REST API call errored out ${JSON.stringify(error)}`),
+        }),
+    ])), takeUntil(actions$.pipe(filter(clearAll.match))));
+}));

package/lib/esm/view/expenseAutomationView/epics/actualMatching/fetchActualMatchingPageEpic.js

@@ -0,0 +1,7 @@
+import { of } from 'rxjs';
+import { filter, mergeMap } from 'rxjs/operators';
+import { fetchActualMatching, fetchActualMatchingPage, } from '../../reducers/actualMatchingViewReducer';
+export const fetchActualMatchingPageEpic = (actions$) => actions$.pipe(filter(fetchActualMatchingPage.match), mergeMap((action) => {
+    const { period, refreshViewInBackground } = action.payload;
+    return of(fetchActualMatching(period, refreshViewInBackground));
+}));

package/lib/esm/view/expenseAutomationView/epics/actualMatching/matchAndReverseAccrualsEpic.js

@@ -0,0 +1,52 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap, takeUntil } from 'rxjs/operators';
+import { convertToPeriod, toAbsoluteDay, } from '../../../../commonStateTypes/timePeriod';
+import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { clearAll } from '../../../../rootActions';
+import { toMatchAndReverseResult, } from '../../payload/actualMatchingPayload';
+import { clearMatchNewModal, fetchActualMatching, matchAndReverseAccruals, matchAndReverseAccrualsFailure, matchAndReverseAccrualsSuccess, } from '../../reducers/actualMatchingViewReducer';
+function refreshActualMatchingList(state) {
+    const currentTenant = getCurrentTenant(state);
+    const selectedMonthYear = state.expenseAutomationViewState.selectedPeriodByTenantId[currentTenant?.tenantId ?? ''];
+    if (selectedMonthYear == null) {
+        return [];
+    }
+    const period = convertToPeriod(selectedMonthYear);
+    const start = toAbsoluteDay(period.start);
+    const end = toAbsoluteDay(period.end);
+    if (start == null || end == null) {
+        return [];
+    }
+    return [fetchActualMatching({ start, end }, true)];
+}
+export const matchAndReverseAccrualsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(matchAndReverseAccruals.match), mergeMap((action) => {
+    const { transactionId, transactionIntegrationId, transactionType, lineId, accrualIds, transactionSyncToken, } = action.payload;
+    const body = {
+        transaction_id: transactionId,
+        transaction_integration_id: transactionIntegrationId,
+        transaction_type: transactionType,
+        line_id: lineId,
+        transaction_sync_token: transactionSyncToken,
+        accrual_ids: accrualIds,
+    };
+    return zeniAPI
+        .postAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/match-and-reverse`, body)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            const results = response.data.results.map(toMatchAndReverseResult);
+            const successActions = [
+                matchAndReverseAccrualsSuccess({ results }),
+            ];
+            const anyReversed = results.some((result) => result.status === 'reversed');
+            if (anyReversed) {
+                successActions.push(...refreshActualMatchingList(state$.value), clearMatchNewModal());
+            }
+            return from(successActions);
+        }
+        return of(matchAndReverseAccrualsFailure({ status: response.status }));
+    }), catchError((error) => of(matchAndReverseAccrualsFailure({
+        status: createZeniAPIStatus('Unexpected Error', 'Match and reverse accruals REST API call errored out' +
+            JSON.stringify(error)),
+    }))), takeUntil(actions$.pipe(filter(clearAll.match))));
+}));

package/lib/esm/view/expenseAutomationView/epics/actualMatching/searchMatchAccrualsEpic.js

@@ -0,0 +1,44 @@
+import { from, merge, of } from 'rxjs';
+import { catchError, debounceTime, filter, mergeMap, switchMap, } from 'rxjs/operators';
+import { updateJEOneTimeAccruals } from '../../../../entity/jeSchedules/jeSchedulesReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { searchMatchAccruals, searchMatchAccrualsFailure, searchMatchAccrualsSuccess, } from '../../reducers/actualMatchingViewReducer';
+import { MATCH_ACCRUAL_SEARCH_LIMIT, MATCH_SEARCH_DEBOUNCE_MS, } from '../../types/actualMatchingViewState';
+export const searchMatchAccrualsEpic = (actions$, _state$, zeniAPI) => {
+    const searchActions$ = actions$.pipe(filter(searchMatchAccruals.match));
+    const pagination$ = searchActions$.pipe(filter((action) => action.payload.pageToken != null));
+    const newSearchDebounced$ = searchActions$.pipe(filter((action) => action.payload.pageToken == null), debounceTime(MATCH_SEARCH_DEBOUNCE_MS));
+    return merge(pagination$, newSearchDebounced$).pipe(switchMap((action) => {
+        const { query, pageToken } = action.payload;
+        const offset = pageToken != null && pageToken.length > 0 ? Number(pageToken) : 0;
+        const searchText = encodeURIComponent(query);
+        const limit = MATCH_ACCRUAL_SEARCH_LIMIT;
+        return zeniAPI
+            .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals?status=posted&reversal_policy=on_bill_match&search_text=${searchText}&limit=${limit}&offset=${offset}`)
+            .pipe(mergeMap((response) => {
+            if (isSuccessResponse(response) && response.data != null) {
+                const accruals = response.data.accruals;
+                const append = pageToken != null;
+                const nextOffset = offset + accruals.length;
+                const total = response.data.total ?? nextOffset;
+                const nextPageToken = nextOffset < total ? String(nextOffset) : null;
+                const actionsOut = [];
+                if (accruals.length > 0) {
+                    actionsOut.push(updateJEOneTimeAccruals(accruals));
+                }
+                actionsOut.push(searchMatchAccrualsSuccess({
+                    append,
+                    nextPageToken,
+                    results: accruals,
+                }));
+                return from(actionsOut);
+            }
+            return of(searchMatchAccrualsFailure({
+                error: response.status,
+            }));
+        }), catchError((error) => of(searchMatchAccrualsFailure({
+            error: createZeniAPIStatus('Unexpected Error', 'Search match accruals REST API call errored out' +
+                JSON.stringify(error)),
+        }))));
+    }));
+};

package/lib/esm/view/expenseAutomationView/epics/actualMatching/searchMatchTransactionsEpic.js

@@ -0,0 +1,73 @@
+import { from, merge, of } from 'rxjs';
+import { catchError, debounceTime, filter, mergeMap, switchMap, } from 'rxjs/operators';
+import { getActualMatchingMatchById } from '../../../../entity/actualMatching/actualMatchingSelector';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { toActualMatchingTransactionSearchResult, } from '../../payload/actualMatchingPayload';
+import { openMatchNewModal, searchMatchAccruals, searchMatchTransactions, searchMatchTransactionsFailure, searchMatchTransactionsSuccess, } from '../../reducers/actualMatchingViewReducer';
+import { parseActualMatchingMatchId } from '../../selectors/actualMatchingViewSelector';
+import { MATCH_SEARCH_DEBOUNCE_MS, MATCH_TRANSACTION_SEARCH_PAGE_SIZE, } from '../../types/actualMatchingViewState';
+export const searchMatchTransactionsEpic = (actions$, state$, zeniAPI) => {
+    const openModal$ = actions$.pipe(filter(openMatchNewModal.match), mergeMap((action) => {
+        const matchId = action.payload.matchId;
+        if (matchId == null || matchId === '') {
+            return from([
+                searchMatchTransactions({ query: '' }),
+                searchMatchAccruals({ query: '' }),
+            ]);
+        }
+        const match = getActualMatchingMatchById(state$.value.actualMatchingState, matchId);
+        const parsed = parseActualMatchingMatchId(matchId);
+        const transactionType = match?.transactionType != null && match.transactionType !== ''
+            ? match.transactionType
+            : parsed?.transactionType;
+        const transactionIntegrationId = match?.transactionIntegrationId != null &&
+            match.transactionIntegrationId !== ''
+            ? match.transactionIntegrationId
+            : parsed?.transactionIntegrationId;
+        return from([
+            searchMatchTransactions({
+                query: '',
+                transactionType,
+                transactionIntegrationId,
+            }),
+        ]);
+    }));
+    const searchActions$ = actions$.pipe(filter(searchMatchTransactions.match));
+    const pagination$ = searchActions$.pipe(filter((action) => action.payload.pageToken != null));
+    const newSearchDebounced$ = searchActions$.pipe(filter((action) => action.payload.pageToken == null), debounceTime(MATCH_SEARCH_DEBOUNCE_MS));
+    const search$ = merge(pagination$, newSearchDebounced$).pipe(switchMap((action) => {
+        const { query, pageToken, transactionType, transactionIntegrationId } = action.payload;
+        const queryParam = {
+            search_text: query,
+            page_size: MATCH_TRANSACTION_SEARCH_PAGE_SIZE,
+            ...(pageToken != null ? { page_token: pageToken } : {}),
+            ...(transactionType != null && transactionType !== ''
+                ? { transaction_type: transactionType }
+                : {}),
+            ...(transactionIntegrationId != null && transactionIntegrationId !== ''
+                ? { transaction_integration_id: transactionIntegrationId }
+                : {}),
+        };
+        return zeniAPI
+            .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/match-transaction-search?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
+            .pipe(mergeMap((response) => {
+            if (isSuccessResponse(response) && response.data != null) {
+                const { transactions, next_page_token } = response.data;
+                const append = pageToken != null;
+                const results = transactions.map(toActualMatchingTransactionSearchResult);
+                return of(searchMatchTransactionsSuccess({
+                    append,
+                    nextPageToken: next_page_token ?? null,
+                    results,
+                }));
+            }
+            return of(searchMatchTransactionsFailure({
+                error: response.status,
+            }));
+        }), catchError((error) => of(searchMatchTransactionsFailure({
+            error: createZeniAPIStatus('Unexpected Error', 'Search match transactions REST API call errored out' +
+                JSON.stringify(error)),
+        }))));
+    }));
+    return merge(openModal$, search$);
+};

package/lib/esm/view/expenseAutomationView/epics/actualMatching/undoReversalAccrualsEpic.js

@@ -0,0 +1,52 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap, takeUntil } from 'rxjs/operators';
+import { convertToPeriod, toAbsoluteDay, } from '../../../../commonStateTypes/timePeriod';
+import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { clearAll } from '../../../../rootActions';
+import { toUndoReversalResult, } from '../../payload/actualMatchingPayload';
+import { fetchActualMatching, fetchActualMatchingMatch, undoReversalAccruals, undoReversalAccrualsFailure, undoReversalAccrualsSuccess, } from '../../reducers/actualMatchingViewReducer';
+function refreshActualMatchingList(state) {
+    const currentTenant = getCurrentTenant(state);
+    const selectedMonthYear = state.expenseAutomationViewState.selectedPeriodByTenantId[currentTenant?.tenantId ?? ''];
+    if (selectedMonthYear == null) {
+        return [];
+    }
+    const period = convertToPeriod(selectedMonthYear);
+    const start = toAbsoluteDay(period.start);
+    const end = toAbsoluteDay(period.end);
+    if (start == null || end == null) {
+        return [];
+    }
+    return [fetchActualMatching({ start, end }, true)];
+}
+function refreshOpenMatchDetails(state) {
+    const detailState = state.expenseAutomationActualMatchingViewState.detailFetchStateByMatchId;
+    return Object.keys(detailState)
+        .filter((matchId) => detailState[matchId]?.fetchState !== 'Not-Started')
+        .map((matchId) => fetchActualMatchingMatch(matchId, true));
+}
+export const undoReversalAccrualsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(undoReversalAccruals.match), mergeMap((action) => {
+    const body = {
+        accrual_ids: action.payload.accrualIds,
+    };
+    return zeniAPI
+        .postAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/undo-reversal`, body)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            const results = response.data.results.map(toUndoReversalResult);
+            const successActions = [
+                undoReversalAccrualsSuccess({ results }),
+            ];
+            const anyUndone = results.some((result) => result.status === 'undone');
+            if (anyUndone) {
+                successActions.push(...refreshActualMatchingList(state$.value), ...refreshOpenMatchDetails(state$.value));
+            }
+            return from(successActions);
+        }
+        return of(undoReversalAccrualsFailure({ status: response.status }));
+    }), catchError((error) => of(undoReversalAccrualsFailure({
+        status: createZeniAPIStatus('Unexpected Error', 'Undo reversal accruals REST API call errored out' +
+            JSON.stringify(error)),
+    }))), takeUntil(actions$.pipe(filter(clearAll.match))));
+}));

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

@@ -3,6 +3,7 @@ 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';
@@ -31,11 +32,14 @@ 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), fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
+        }, cacheOverride, refreshViewInBackground), fetchFluxAnalysisView(selectedPeriod, cacheOverride, refreshViewInBackground, null), selectedPageTab === 'actual_matching'
+            ? fetchActualMatchingPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride)
+            : fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
         if (reconciliationEnabled) {
             actions.push(fetchReconciliation(selectedPeriod, undefined, cacheOverride, refreshViewInBackground));
         }
@@ -61,16 +65,29 @@ 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.
-        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));
+        // 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.matchIdsByPeriod[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));
+            }
         }
         if (state.expenseAutomationReconciliationViewState.fetchState !==
             'In-Progress' &&

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

@@ -4,6 +4,7 @@ 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';
@@ -38,10 +39,17 @@ export const refreshExpenseAutomationCurrentTabEpic = (actions$, state$) => acti
             return from([
                 fetchFluxAnalysisView(selectedPeriod, true, true, null),
             ]);
-        case 'je_schedules':
+        case 'je_schedules': {
+            const selectedPageTab = state.expenseAutomationJESchedulesViewState.uiState.selectedPageTab;
+            if (selectedPageTab === 'actual_matching') {
+                return from([
+                    fetchActualMatchingPage({ start: timePeriodStart, end: timePeriodEnd }, true),
+                ]);
+            }
             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/prefetchOtherJeSchedulesTabEpic.js

@@ -14,7 +14,9 @@ export const prefetchOtherJeSchedulesTabEpic = (actions$, state$) => actions$.pi
     const state = state$.value;
     const { period } = action.payload;
     const { selectedPageTab } = state.expenseAutomationJESchedulesViewState.uiState;
-    const otherPageTab = ALL_JE_PAGE_TABS.find((pageTab) => pageTab !== selectedPageTab);
+    // Actual Matching has its own CES slice and API; warming it with fetchJeSchedules
+    // would prefetch the wrong endpoint. Only Review <-> Existing share that fetch.
+    const otherPageTab = ALL_JE_PAGE_TABS.find((pageTab) => pageTab !== selectedPageTab && pageTab !== 'actual_matching');
     if (otherPageTab == null) {
         return EMPTY;
     }

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

@@ -2,6 +2,7 @@ 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;
@@ -24,5 +25,9 @@ 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

@@ -4,6 +4,7 @@ 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';
@@ -21,7 +22,7 @@ const isPreviousStepDisabled = (selectedTransactionCategorizationTab, allSteps,
     return allSteps[stepIndex - 1].isDisabled;
 };
 export function getExpenseAutomationView(state) {
-    const { expenseAutomationViewState, tenantState, expenseAutomationMissingReceiptsViewState, expenseAutomationJESchedulesViewState, expenseAutomationTransactionsViewState, expenseAutomationReconciliationViewState, monthEndCloseChecksState, companyState, } = state;
+    const { expenseAutomationViewState, tenantState, expenseAutomationMissingReceiptsViewState, expenseAutomationJESchedulesViewState, expenseAutomationActualMatchingViewState, expenseAutomationTransactionsViewState, expenseAutomationReconciliationViewState, monthEndCloseChecksState, companyState, } = state;
     const { loggedInUser, currentTenantId } = tenantState;
     const currentTenant = getCurrentTenant(state);
     const { currentSelectedView, selectedPeriodByTenantId } = expenseAutomationViewState;
@@ -42,6 +43,7 @@ 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;
@@ -54,12 +56,23 @@ export function getExpenseAutomationView(state) {
                 fluxAnalysis.refreshStatus;
             break;
         case 'je_schedules':
-            currentSelectedViewFetchState = {
-                fetchState: jeSchedules.fetchState,
-                error: jeSchedules.error,
-            };
-            currentSelectedViewBackgroundRefreshFetchState =
-                jeSchedules.refreshStatus;
+            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;
+            }
             break;
         case 'missing_receipts':
             currentSelectedViewFetchState = {
@@ -91,6 +104,7 @@ export function getExpenseAutomationView(state) {
     const fetchStateVariables = [
         expenseAutomationMissingReceiptsViewState,
         expenseAutomationJESchedulesViewState,
+        expenseAutomationActualMatchingViewState,
         expenseAutomationTransactionsView,
         expenseAutomationReconciliationViewState,
     ];
@@ -176,6 +190,7 @@ export function getExpenseAutomationView(state) {
     ]);
     return {
         jeSchedules,
+        actualMatching,
         transactionView: expenseAutomationTransactionsView,
         missingReceipts,
         reconciliation,

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

@@ -0,0 +1,68 @@
+import { toString } from '../../../commonStateTypes/timePeriod';
+import { toMatchAndReverseResultStatus, toUndoReversalResultStatus, } from '../types/actualMatchingViewState';
+export function toServiceMonthFromPeriod(period) {
+    return toString(period.start).slice(0, 7);
+}
+const DEFAULT_CURRENCY_CODE = 'USD';
+const DEFAULT_CURRENCY_SYMBOL = '$';
+function resolveMatchSearchAmount(payload) {
+    const raw = payload.total_amount ?? payload.amount;
+    if (typeof raw === 'number' && Number.isFinite(raw)) {
+        return raw;
+    }
+    if (typeof raw === 'string' && raw !== '') {
+        const parsed = Number(raw);
+        if (Number.isFinite(parsed)) {
+            return parsed;
+        }
+    }
+    return 0;
+}
+function resolveMatchSearchCurrencySymbol(payload, currencyCode) {
+    if (payload.currency_symbol != null && payload.currency_symbol !== '') {
+        return payload.currency_symbol;
+    }
+    return currencyCode === DEFAULT_CURRENCY_CODE
+        ? DEFAULT_CURRENCY_SYMBOL
+        : currencyCode;
+}
+export function toActualMatchingTransactionSearchResult(payload) {
+    const currencyCode = payload.currency_code != null && payload.currency_code !== ''
+        ? payload.currency_code
+        : DEFAULT_CURRENCY_CODE;
+    return {
+        transactionId: payload.transaction_id,
+        transactionIntegrationId: payload.transaction_integration_id,
+        transactionType: payload.transaction_type,
+        lineId: payload.line_id,
+        vendorId: payload.vendor_id ?? undefined,
+        vendorName: payload.vendor_name ?? '',
+        amount: resolveMatchSearchAmount(payload),
+        transactionDate: payload.transaction_date,
+        accountId: payload.account_id ?? undefined,
+        accountName: payload.account_name ?? undefined,
+        accountDescription: payload.account_description ?? undefined,
+        accountingClassId: payload.accounting_class_id ?? undefined,
+        accountingClassName: payload.accounting_class_name ?? undefined,
+        currencyCode,
+        currencySymbol: resolveMatchSearchCurrencySymbol(payload, currencyCode),
+        transactionMemo: payload.transaction_memo ?? undefined,
+        transactionDescription: payload.transaction_description ?? undefined,
+        transactionTypeName: payload.transaction_type_name ?? undefined,
+        syncToken: payload.sync_token == null ? '' : String(payload.sync_token),
+    };
+}
+export function toMatchAndReverseResult(payload) {
+    return {
+        accrualId: payload.accrual_id,
+        status: toMatchAndReverseResultStatus(payload.status),
+        reason: payload.reason ?? undefined,
+    };
+}
+export function toUndoReversalResult(payload) {
+    return {
+        accrualId: payload.accrual_id,
+        status: toUndoReversalResultStatus(payload.status),
+        reason: payload.reason ?? undefined,
+    };
+}