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

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

@@ -0,0 +1,364 @@
+import { createSlice } from '@reduxjs/toolkit';
+import { toMonthYearPeriodId, } from '../../../commonStateTypes/timePeriod';
+import { generateJEOneTimeAccrualKey } from '../../../entity/jeSchedules/jeScheduleHelper';
+import { clearAll } from '../../../rootActions';
+export const initialTransactionSearchState = {
+    query: '',
+    results: [],
+    fetchState: 'Not-Started',
+    error: undefined,
+    nextPageToken: null,
+    isLoadingMore: false,
+};
+export const initialAccrualSearchState = {
+    query: '',
+    results: [],
+    fetchState: 'Not-Started',
+    error: undefined,
+    nextPageToken: null,
+    isLoadingMore: false,
+};
+export const initialMatchModalState = {
+    isOpen: false,
+    openedFromMatchId: undefined,
+    pinnedTransactionResults: [],
+    transactionSearch: initialTransactionSearchState,
+    accrualSearch: initialAccrualSearchState,
+    confirmStatus: { fetchState: 'Not-Started', error: undefined },
+};
+export const initialState = {
+    matchIdsByPeriod: {},
+    fetchState: 'Not-Started',
+    error: undefined,
+    refreshStatus: {
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
+    detailFetchStateByMatchId: {},
+    detailRefreshStatusByMatchId: {},
+    uiState: {
+        sortKey: 'date',
+        sortOrder: 'descending',
+        searchString: '',
+        scrollPosition: { scrollTop: 0, scrollLeft: undefined },
+    },
+    matchModal: initialMatchModalState,
+    undoReversalStatus: { fetchState: 'Not-Started', error: undefined },
+    hasValidState() {
+        return this.fetchState == 'Completed';
+    },
+};
+function resetMatchModalSearches(draft) {
+    draft.matchModal.transactionSearch = initialTransactionSearchState;
+    draft.matchModal.accrualSearch = initialAccrualSearchState;
+    draft.matchModal.confirmStatus = {
+        fetchState: 'Not-Started',
+        error: undefined,
+    };
+    draft.matchModal.lastBatchResults = undefined;
+    draft.matchModal.openedFromMatchId = undefined;
+    draft.matchModal.pinnedTransactionResults = [];
+}
+const expenseAutomationActualMatchingView = createSlice({
+    name: 'expenseAutomationActualMatchingView',
+    initialState,
+    reducers: {
+        fetchActualMatchingPage: {
+            prepare(period, refreshViewInBackground = false) {
+                return {
+                    payload: {
+                        period,
+                        refreshViewInBackground,
+                    },
+                };
+            },
+            reducer() {
+                // Epic-only fan-out.
+            },
+        },
+        fetchActualMatching: {
+            reducer(draft, action) {
+                const { refreshViewInBackground } = action.payload;
+                if (refreshViewInBackground) {
+                    draft.refreshStatus = { fetchState: 'In-Progress', error: undefined };
+                }
+                else {
+                    draft.fetchState = 'In-Progress';
+                    draft.error = undefined;
+                }
+            },
+            prepare(period, refreshViewInBackground = false) {
+                return {
+                    payload: {
+                        period,
+                        refreshViewInBackground,
+                    },
+                };
+            },
+        },
+        fetchActualMatchingSuccess(draft, action) {
+            const { matchIds, selectedPeriod, refreshViewInBackground } = action.payload;
+            const periodId = toMonthYearPeriodId(selectedPeriod);
+            draft.matchIdsByPeriod[periodId] = matchIds;
+            if (refreshViewInBackground) {
+                draft.refreshStatus = { fetchState: 'Completed', error: undefined };
+            }
+            else {
+                draft.fetchState = 'Completed';
+                draft.error = undefined;
+            }
+        },
+        fetchActualMatchingFailure(draft, action) {
+            const { status, refreshViewInBackground } = action.payload;
+            if (refreshViewInBackground) {
+                draft.refreshStatus = { fetchState: 'Error', error: status };
+            }
+            else {
+                draft.fetchState = 'Error';
+                draft.error = status;
+            }
+        },
+        fetchActualMatchingMatch: {
+            prepare(matchId, refreshViewInBackground = false) {
+                return { payload: { matchId, refreshViewInBackground } };
+            },
+            reducer(draft, action) {
+                const { matchId, refreshViewInBackground } = action.payload;
+                if (refreshViewInBackground) {
+                    draft.detailRefreshStatusByMatchId[matchId] = {
+                        fetchState: 'In-Progress',
+                        error: undefined,
+                    };
+                }
+                else {
+                    draft.detailFetchStateByMatchId[matchId] = {
+                        fetchState: 'In-Progress',
+                        error: undefined,
+                    };
+                }
+            },
+        },
+        fetchActualMatchingMatchSuccess(draft, action) {
+            const { matchId, refreshViewInBackground } = action.payload;
+            if (refreshViewInBackground) {
+                draft.detailRefreshStatusByMatchId[matchId] = {
+                    fetchState: 'Completed',
+                    error: undefined,
+                };
+            }
+            else {
+                draft.detailFetchStateByMatchId[matchId] = {
+                    fetchState: 'Completed',
+                    error: undefined,
+                };
+            }
+        },
+        fetchActualMatchingMatchFailure(draft, action) {
+            const { matchId, refreshViewInBackground, status } = action.payload;
+            if (refreshViewInBackground) {
+                draft.detailRefreshStatusByMatchId[matchId] = {
+                    fetchState: 'Error',
+                    error: status,
+                };
+            }
+            else {
+                draft.detailFetchStateByMatchId[matchId] = {
+                    fetchState: 'Error',
+                    error: status,
+                };
+            }
+        },
+        updateActualMatchingUIState(draft, action) {
+            if (action.payload.sortKey != null) {
+                draft.uiState.sortKey = action.payload.sortKey;
+            }
+            if (action.payload.sortOrder != null) {
+                draft.uiState.sortOrder = action.payload.sortOrder;
+            }
+            if (action.payload.searchString != null) {
+                draft.uiState.searchString = action.payload.searchString;
+            }
+            if (action.payload.scrollPosition != null) {
+                draft.uiState.scrollPosition = action.payload.scrollPosition;
+            }
+        },
+        openMatchNewModal: {
+            prepare(matchId) {
+                return { payload: { matchId } };
+            },
+            reducer(draft, action) {
+                resetMatchModalSearches(draft);
+                draft.matchModal.isOpen = true;
+                const matchId = action.payload.matchId;
+                draft.matchModal.openedFromMatchId =
+                    matchId != null && matchId !== '' ? matchId : undefined;
+                if (draft.matchModal.openedFromMatchId != null) {
+                    draft.matchModal.accrualSearch.fetchState = 'Completed';
+                }
+            },
+        },
+        closeMatchNewModal(draft) {
+            draft.matchModal.isOpen = false;
+            resetMatchModalSearches(draft);
+        },
+        clearMatchNewModal(draft) {
+            draft.matchModal.isOpen = false;
+            resetMatchModalSearches(draft);
+        },
+        searchMatchTransactions: {
+            reducer(draft, action) {
+                const { query, pageToken } = action.payload;
+                const isLoadMore = pageToken != null;
+                draft.matchModal.transactionSearch.query = query;
+                if (isLoadMore) {
+                    draft.matchModal.transactionSearch.isLoadingMore = true;
+                }
+                else {
+                    draft.matchModal.transactionSearch.isLoadingMore = false;
+                    draft.matchModal.transactionSearch.results = [];
+                    draft.matchModal.transactionSearch.nextPageToken = null;
+                    draft.matchModal.transactionSearch.fetchState = 'In-Progress';
+                    draft.matchModal.transactionSearch.error = undefined;
+                }
+            },
+            prepare({ query, pageToken, transactionType, transactionIntegrationId, }) {
+                return {
+                    payload: {
+                        query,
+                        pageToken: pageToken ?? undefined,
+                        transactionType,
+                        transactionIntegrationId,
+                    },
+                };
+            },
+        },
+        searchMatchTransactionsSuccess(draft, action) {
+            const { append, nextPageToken, results } = action.payload;
+            if (append) {
+                const merged = [
+                    ...draft.matchModal.transactionSearch.results,
+                    ...results,
+                ];
+                const byKey = new Map(merged.map((result) => [
+                    `${result.transactionId}:${result.lineId}`,
+                    result,
+                ]));
+                draft.matchModal.transactionSearch.results = Array.from(byKey.values());
+            }
+            else {
+                draft.matchModal.transactionSearch.results = results;
+                if (draft.matchModal.openedFromMatchId != null &&
+                    draft.matchModal.pinnedTransactionResults.length === 0) {
+                    draft.matchModal.pinnedTransactionResults = results;
+                }
+            }
+            draft.matchModal.transactionSearch.nextPageToken = nextPageToken;
+            draft.matchModal.transactionSearch.isLoadingMore = false;
+            draft.matchModal.transactionSearch.fetchState = 'Completed';
+            draft.matchModal.transactionSearch.error = undefined;
+        },
+        searchMatchTransactionsFailure(draft, action) {
+            draft.matchModal.transactionSearch.isLoadingMore = false;
+            draft.matchModal.transactionSearch.fetchState = 'Error';
+            draft.matchModal.transactionSearch.error = action.payload.error;
+        },
+        searchMatchAccruals: {
+            reducer(draft, action) {
+                const { query, pageToken } = action.payload;
+                const isLoadMore = pageToken != null;
+                draft.matchModal.accrualSearch.query = query;
+                if (isLoadMore) {
+                    draft.matchModal.accrualSearch.isLoadingMore = true;
+                }
+                else {
+                    draft.matchModal.accrualSearch.isLoadingMore = false;
+                    draft.matchModal.accrualSearch.results = [];
+                    draft.matchModal.accrualSearch.nextPageToken = null;
+                    draft.matchModal.accrualSearch.fetchState = 'In-Progress';
+                    draft.matchModal.accrualSearch.error = undefined;
+                }
+            },
+            prepare({ query, pageToken }) {
+                return { payload: { query, pageToken: pageToken ?? undefined } };
+            },
+        },
+        searchMatchAccrualsSuccess(draft, action) {
+            const { append, nextPageToken, results } = action.payload;
+            const keys = results.map((accrual) => generateJEOneTimeAccrualKey(accrual._id));
+            if (append) {
+                const merged = [...draft.matchModal.accrualSearch.results, ...keys];
+                draft.matchModal.accrualSearch.results = Array.from(new Set(merged));
+            }
+            else {
+                draft.matchModal.accrualSearch.results = keys;
+            }
+            draft.matchModal.accrualSearch.nextPageToken = nextPageToken;
+            draft.matchModal.accrualSearch.isLoadingMore = false;
+            draft.matchModal.accrualSearch.fetchState = 'Completed';
+            draft.matchModal.accrualSearch.error = undefined;
+        },
+        searchMatchAccrualsFailure(draft, action) {
+            draft.matchModal.accrualSearch.isLoadingMore = false;
+            draft.matchModal.accrualSearch.fetchState = 'Error';
+            draft.matchModal.accrualSearch.error = action.payload.error;
+        },
+        matchAndReverseAccruals: {
+            reducer(draft) {
+                draft.matchModal.confirmStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(params) {
+                return { payload: params };
+            },
+        },
+        matchAndReverseAccrualsSuccess(draft, action) {
+            draft.matchModal.confirmStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+            draft.matchModal.lastBatchResults = action.payload.results;
+        },
+        matchAndReverseAccrualsFailure(draft, action) {
+            draft.matchModal.confirmStatus = {
+                fetchState: 'Error',
+                error: action.payload.status,
+            };
+        },
+        undoReversalAccruals: {
+            reducer(draft) {
+                draft.undoReversalStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(params) {
+                return { payload: params };
+            },
+        },
+        undoReversalAccrualsSuccess(draft, action) {
+            draft.undoReversalStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+            void action;
+        },
+        undoReversalAccrualsFailure(draft, action) {
+            draft.undoReversalStatus = {
+                fetchState: 'Error',
+                error: action.payload.status,
+            };
+        },
+        clearActualMatchingView(draft) {
+            Object.assign(draft, initialState);
+        },
+    },
+    extraReducers: (builder) => {
+        builder.addCase(clearAll, (draft) => {
+            Object.assign(draft, initialState);
+        });
+    },
+});
+export const { clearActualMatchingView, clearMatchNewModal, closeMatchNewModal, fetchActualMatching, fetchActualMatchingFailure, fetchActualMatchingMatch, fetchActualMatchingMatchFailure, fetchActualMatchingMatchSuccess, fetchActualMatchingPage, fetchActualMatchingSuccess, matchAndReverseAccruals, matchAndReverseAccrualsFailure, matchAndReverseAccrualsSuccess, openMatchNewModal, searchMatchAccruals, searchMatchAccrualsFailure, searchMatchAccrualsSuccess, searchMatchTransactions, searchMatchTransactionsFailure, searchMatchTransactionsSuccess, undoReversalAccruals, undoReversalAccrualsFailure, undoReversalAccrualsSuccess, updateActualMatchingUIState, } = expenseAutomationActualMatchingView.actions;
+export default expenseAutomationActualMatchingView.reducer;

package/lib/esm/view/expenseAutomationView/selectorTypes/actualMatchingViewSelectorTypes.js

@@ -0,0 +1 @@
+export {};

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

@@ -0,0 +1,281 @@
+import orderBy from 'lodash/orderBy';
+import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
+import { getActualMatchingMatchById } from '../../../entity/actualMatching/actualMatchingSelector';
+import { generateJEOneTimeAccrualKey } from '../../../entity/jeSchedules/jeScheduleHelper';
+import { getJEOneTimeAccrualByKey, } from '../../../entity/jeSchedules/jeSchedulesSelector';
+import { getCurrentTenant } from '../../../entity/tenant/tenantSelector';
+function toMatchModalAccrual(member) {
+    if ('jeOneTimeAccrualKey' in member && member.jeOneTimeAccrualKey != null) {
+        return member;
+    }
+    return {
+        ...member,
+        jeOneTimeAccrualKey: generateJEOneTimeAccrualKey(member.accrualId),
+    };
+}
+function uniqueMatchModalAccruals(pinned, searched) {
+    const byId = new Map();
+    pinned.forEach((row) => byId.set(row.accrualId, row));
+    searched.forEach((row) => {
+        if (!byId.has(row.accrualId)) {
+            byId.set(row.accrualId, row);
+        }
+    });
+    return Array.from(byId.values());
+}
+function uniqueTransactionSearchResults(pinned, searched) {
+    const byKey = new Map();
+    pinned.forEach((row) => byKey.set(`${row.transactionId}:${row.lineId}`, row));
+    searched.forEach((row) => {
+        const key = `${row.transactionId}:${row.lineId}`;
+        if (!byKey.has(key)) {
+            byKey.set(key, row);
+        }
+    });
+    return Array.from(byKey.values());
+}
+export function parseActualMatchingMatchId(matchId) {
+    const separator = matchId.indexOf(':');
+    if (separator <= 0 || separator === matchId.length - 1) {
+        return null;
+    }
+    return {
+        transactionType: matchId.slice(0, separator).toLowerCase(),
+        transactionIntegrationId: matchId.slice(separator + 1),
+    };
+}
+const NOT_STARTED = {
+    fetchState: 'Not-Started',
+    error: undefined,
+};
+export function isAutoReversedAccrual(accrual) {
+    return (accrual.accrualStatus === 'reversed' &&
+        accrual.reversalTrigger === 'bill_match');
+}
+export function isManuallyReversedAccrual(accrual) {
+    return (accrual.accrualStatus === 'reversed' &&
+        accrual.reversalTrigger === 'manual_reverse');
+}
+export function isPendingReviewAccrual(accrual) {
+    if (accrual.accrualStatus !== 'posted' || accrual.matchSuggestion == null) {
+        return false;
+    }
+    const resolution = accrual.matchSuggestion.resolution;
+    return resolution == null || resolution.length === 0;
+}
+export function isReversedMatchKind(kind) {
+    return kind === 'auto_reversed' || kind === 'manually_reversed';
+}
+export function getClearedMatchedAmount(accrual) {
+    return accrual.cleared?.matchedAmount?.amount;
+}
+export function getActualMatchingAmount(row) {
+    return row.actualAmount?.amount ?? row.estimatedAmount.amount;
+}
+export function getActualMatchingReversalDate(accrual) {
+    if (isPendingReviewAccrual(accrual)) {
+        return accrual.matchSuggestion.matchedTransactionDate;
+    }
+    return accrual.cleared?.matchedTransactionDate;
+}
+function collectGroupedMembers(members) {
+    if (members.length <= 1) {
+        return undefined;
+    }
+    return members.map((member) => ({
+        accrualId: member.accrualId,
+        estimatedAmount: member.estimatedAmount,
+        jeDebitAccountName: member.jeDebitAccountName,
+        memo: member.memo,
+        serviceMonth: member.serviceMonth,
+    }));
+}
+function toActualMatchingRow(match) {
+    const firstMember = match.members[0];
+    if (firstMember == null) {
+        throw new Error('Actual matching row requires at least one member');
+    }
+    const first = toMatchModalAccrual(firstMember);
+    return {
+        ...first,
+        matchId: match.matchId,
+        kind: match.kind,
+        accruedAmount: match.accruedAmount,
+        actualAmount: match.actualAmount,
+        matchTier: match.matchTier,
+        matchShape: match.matchShape,
+        transactionType: match.transactionType,
+        transactionDate: match.transactionDate,
+        groupedAccrualIds: match.members.map((member) => member.accrualId),
+        groupedMembers: collectGroupedMembers(match.members),
+        reversalDate: getActualMatchingReversalDate(first),
+        vendorName: match.vendorName !== '' ? match.vendorName : first.vendorName,
+        estimatedAmount: match.accruedAmount,
+    };
+}
+function matchesSearch(row, searchString) {
+    const trimmed = searchString.trim().toLowerCase();
+    if (trimmed.length === 0) {
+        return true;
+    }
+    if (row.vendorName.toLowerCase().includes(trimmed)) {
+        return true;
+    }
+    if (row.memo.toLowerCase().includes(trimmed)) {
+        return true;
+    }
+    return (row.groupedMembers ?? []).some((member) => (member.memo ?? '').toLowerCase().includes(trimmed));
+}
+function getActualMatchingSortValue(row, sortKey) {
+    switch (sortKey) {
+        case 'vendor':
+            return row.vendorName.toLowerCase();
+        case 'date':
+            return row.reversalDate?.valueOf() ?? row.transactionDate;
+        case 'amount':
+            return getActualMatchingAmount(row);
+        case 'category':
+            return row.jeDebitAccountName?.toLowerCase();
+        case 'class':
+            return row.jeDebitAccountingClassName?.toLowerCase();
+        case 'type':
+            return row.transactionType?.toLowerCase();
+        case 'lifecycle':
+            return row.kind;
+        case 'service':
+            return row.serviceMonth;
+        case 'accrued':
+            return row.accruedAmount?.amount ?? row.estimatedAmount.amount;
+        case 'actual':
+            return row.actualAmount?.amount;
+        case 'variance': {
+            const accrued = row.accruedAmount?.amount ?? row.estimatedAmount.amount;
+            const actual = row.actualAmount?.amount;
+            if (actual == null || accrued === 0) {
+                return undefined;
+            }
+            return ((actual - accrued) / Math.abs(accrued)) * 100;
+        }
+        default:
+            return undefined;
+    }
+}
+function sortActualMatchingRows(rows, uiState) {
+    const lodashOrder = uiState.sortOrder === 'ascending' ? 'asc' : 'desc';
+    return orderBy(rows, [(row) => getActualMatchingSortValue(row, uiState.sortKey)], [lodashOrder]);
+}
+function emptyKpiSummary() {
+    return {
+        autoReversed: { count: 0, amount: 0 },
+        pendingReview: { count: 0, amount: 0 },
+        totalThisClose: { count: 0, amount: 0 },
+        ai: { count: 0 },
+        manual: { count: 0 },
+    };
+}
+function sumRowAmounts(rows) {
+    return rows.reduce((sum, row) => sum + getActualMatchingAmount(row), 0);
+}
+export function getExpenseAutomationActualMatchingMatchView(state, matchId) {
+    const view = state.expenseAutomationActualMatchingViewState;
+    return {
+        match: getActualMatchingMatchById(state.actualMatchingState, matchId),
+        detailFetchState: view.detailFetchStateByMatchId[matchId] ?? NOT_STARTED,
+        refreshStatus: view.detailRefreshStatusByMatchId[matchId] ?? NOT_STARTED,
+        undoReversalStatus: view.undoReversalStatus ?? NOT_STARTED,
+    };
+}
+export function getExpenseAutomationActualMatchingView(state) {
+    const { expenseAutomationActualMatchingViewState, expenseAutomationViewState } = state;
+    const { matchIdsByPeriod, fetchState, error, refreshStatus, uiState, matchModal, undoReversalStatus, } = expenseAutomationActualMatchingViewState;
+    const currentTenant = getCurrentTenant(state);
+    const selectedPeriod = expenseAutomationViewState.selectedPeriodByTenantId[currentTenant?.tenantId ?? ''];
+    const monthYearPeriodId = selectedPeriod != null ? toMonthYearPeriodId(selectedPeriod) : undefined;
+    const matchIds = monthYearPeriodId != null ? matchIdsByPeriod[monthYearPeriodId] : undefined;
+    const rows = (matchIds ?? [])
+        .map((matchId) => getActualMatchingMatchById(state.actualMatchingState, matchId))
+        .filter((match) => match != null)
+        .filter((match) => match.members.length > 0)
+        .map(toActualMatchingRow)
+        .filter((row) => matchesSearch(row, uiState.searchString));
+    const reversed = sortActualMatchingRows(rows.filter((row) => isReversedMatchKind(row.kind)), uiState);
+    const pendingReview = sortActualMatchingRows(rows.filter((row) => row.kind === 'pending_review'), uiState);
+    const autoReversedForKpi = reversed.filter((row) => row.kind === 'auto_reversed');
+    const listedRows = [...reversed, ...pendingReview];
+    const kpiSummary = listedRows.length === 0
+        ? emptyKpiSummary()
+        : {
+            autoReversed: {
+                count: autoReversedForKpi.length,
+                amount: sumRowAmounts(autoReversedForKpi),
+            },
+            pendingReview: {
+                count: pendingReview.length,
+                amount: sumRowAmounts(pendingReview),
+            },
+            totalThisClose: {
+                count: listedRows.length,
+                amount: sumRowAmounts(listedRows),
+            },
+            ai: {
+                count: listedRows.filter((row) => row.origin === 'agent').length,
+            },
+            manual: {
+                count: listedRows.filter((row) => row.origin === 'human').length,
+            },
+        };
+    const searchedAccruals = matchModal.accrualSearch.results
+        .map((key) => getJEOneTimeAccrualByKey(key, state.jeSchedulesState))
+        .filter((accrual) => accrual != null);
+    const openedMatch = matchModal.openedFromMatchId != null
+        ? getActualMatchingMatchById(state.actualMatchingState, matchModal.openedFromMatchId)
+        : undefined;
+    const pinnedAccruals = (openedMatch?.members ?? []).map(toMatchModalAccrual);
+    const firstSuggestion = openedMatch?.members[0]?.matchSuggestion;
+    const prefill = openedMatch == null
+        ? undefined
+        : {
+            selectedAccrualIds: openedMatch.members.map((member) => member.accrualId),
+            actualAmount: openedMatch.actualAmount.amount,
+            matchedLineId: firstSuggestion?.matchedLineId,
+            matchedTransactionId: firstSuggestion?.matchedTransactionId,
+        };
+    return {
+        fetchState,
+        error,
+        reversed,
+        pendingReview,
+        kpiSummary,
+        uiState,
+        refreshStatus,
+        hasLoadedForSelectedPeriod: matchIds != null,
+        undoReversalStatus,
+        matchModal: {
+            isOpen: matchModal.isOpen,
+            openedFromMatchId: matchModal.openedFromMatchId,
+            prefill,
+            confirmStatus: matchModal.confirmStatus,
+            lastBatchResults: matchModal.lastBatchResults,
+            transactionSearch: {
+                query: matchModal.transactionSearch.query,
+                results: uniqueTransactionSearchResults(matchModal.pinnedTransactionResults, matchModal.transactionSearch.results),
+                fetchState: {
+                    fetchState: matchModal.transactionSearch.fetchState,
+                    error: matchModal.transactionSearch.error,
+                },
+                nextPageToken: matchModal.transactionSearch.nextPageToken,
+                isLoadingMore: matchModal.transactionSearch.isLoadingMore,
+            },
+            accrualSearch: {
+                query: matchModal.accrualSearch.query,
+                results: uniqueMatchModalAccruals(pinnedAccruals, searchedAccruals),
+                fetchState: {
+                    fetchState: matchModal.accrualSearch.fetchState,
+                    error: matchModal.accrualSearch.error,
+                },
+                nextPageToken: matchModal.accrualSearch.nextPageToken,
+                isLoadingMore: matchModal.accrualSearch.isLoadingMore,
+            },
+        },
+    };
+}

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

@@ -366,6 +366,9 @@ 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;

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

@@ -0,0 +1,32 @@
+import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
+const ACTUAL_MATCHING_SORT_KEYS = [
+    'vendor',
+    'date',
+    'amount',
+    'category',
+    'class',
+    'type',
+    'lifecycle',
+    'service',
+    'accrued',
+    'actual',
+    'variance',
+];
+export const toActualMatchingSortKey = (v) => stringToUnion(v, ACTUAL_MATCHING_SORT_KEYS);
+export const MATCH_TRANSACTION_SEARCH_PAGE_SIZE = 50;
+export const MATCH_ACCRUAL_SEARCH_LIMIT = 50;
+export const MATCH_SEARCH_DEBOUNCE_MS = 300;
+const MATCH_AND_REVERSE_RESULT_STATUSES = [
+    'reversed',
+    'noop',
+    'conflict',
+    'claim_lost',
+    'error',
+];
+export const toMatchAndReverseResultStatus = (v) => stringToUnion(v, MATCH_AND_REVERSE_RESULT_STATUSES);
+const UNDO_REVERSAL_RESULT_STATUSES = [
+    'undone',
+    'claim_lost',
+    'error',
+];
+export const toUndoReversalResultStatus = (v) => stringToUnion(v, UNDO_REVERSAL_RESULT_STATUSES);