@zeniai/client-epic-state 5.2.34 → 5.2.35-beta10MM

package/lib/esm/reducer.js

@@ -42,6 +42,7 @@ import invoicingSubscription, { initialState as initialInvoicingSubscriptionStat
 import invoicingTransaction, { initialState as initialInvoicingTransactionState, } from './entity/invoicing/invoicingTransaction/invoicingTransactionReducer';
 import invoicingPlan, { initialState as initialInvoicingPlanState, } from './entity/invoicing/plan/planReducer';
 import invoicingProduct, { initialState as initialInvoicingProductState, } from './entity/invoicing/product/productReducer';
+import actualMatching, { initialState as initialActualMatchingState, } from './entity/actualMatching/actualMatchingReducer';
 import jeSchedules, { initialState as initialJESchedulesState, } from './entity/jeSchedules/jeSchedulesReducer';
 import merchant, { initialState as initialMerchantState, } from './entity/merchant/merchantReducer';
 import monthEndCloseChecks, { initialState as initialMonthEndCloseChecksState, } from './entity/monthEndCloseChecks/monthEndCloseChecksReducer';
@@ -118,6 +119,7 @@ import creditAgentView, { initialState as initialCreditAgentViewState, } from '.
 import dashboard, { initialState as initialDashboardState, } from './view/dashboard/dashboardReducer';
 import dashboardLayout, { initialState as initialDashboardLayoutState, } from './view/dashboardLayout/dashboardLayoutReducer';
 import expenseAutomationView, { initialState as initialExpenseAutomationViewState, } from './view/expenseAutomationView/expenseAutomationViewReducer';
+import expenseAutomationActualMatchingView, { initialState as initialExpenseAutomationActualMatchingViewState, } from './view/expenseAutomationView/reducers/actualMatchingViewReducer';
 import expenseAutomationFluxAnalysisView, { initialState as initialExpenseAutomationFluxAnalysisViewState, } from './view/expenseAutomationView/reducers/fluxAnalysisViewReducer';
 import expenseAutomationJESchedulesView, { initialState as initialExpenseAutomationJESchedulesViewState, } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
 import expenseAutomationMissingReceiptsView, { initialState as initialExpenseAutomationMissingReceiptsViewState, } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
@@ -279,6 +281,7 @@ const initialEntitiesState = {
     accountingSummaryState: initialAccountingSummaryState,
     accountReconState: initialAccountReconState,
     accountState: initialAccountState,
+    actualMatchingState: initialActualMatchingState,
     addressState: initialAddressState,
     aiAccountantCustomerState: initialAiAccountantCustomerState,
     aiCfoState: initialAiCfoState,
@@ -421,6 +424,7 @@ const initialViewsState = {
     entityAutoCompleteState: initialEntityAutoCompleteState,
     entityRecommendationState: initialEntityRecommendationState,
     expenseAutomationFluxAnalysisViewState: initialExpenseAutomationFluxAnalysisViewState,
+    expenseAutomationActualMatchingViewState: initialExpenseAutomationActualMatchingViewState,
     expenseAutomationJESchedulesViewState: initialExpenseAutomationJESchedulesViewState,
     expenseAutomationMissingReceiptsViewState: initialExpenseAutomationMissingReceiptsViewState,
     expenseAutomationReconciliationViewState: initialExpenseAutomationReconciliationViewState,
@@ -563,6 +567,7 @@ const entityReducers = {
     accountReconState: accountRecon,
     accountingSummaryState: accountingSummary,
     accountState: account,
+    actualMatchingState: actualMatching,
     addressState: address,
     aiAccountantCustomerState: aiAccountantCustomer,
     aiCfoState: aiCfo,
@@ -705,6 +710,7 @@ const viewReducers = {
     entityAutoCompleteState: entityAutoComplete,
     entityRecommendationState: recommendation,
     expenseAutomationFluxAnalysisViewState: expenseAutomationFluxAnalysisView,
+    expenseAutomationActualMatchingViewState: expenseAutomationActualMatchingView,
     expenseAutomationJESchedulesViewState: expenseAutomationJESchedulesView,
     expenseAutomationMissingReceiptsViewState: expenseAutomationMissingReceiptsView,
     expenseAutomationReconciliationViewState: expenseAutomationReconciliationView,

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

@@ -0,0 +1,44 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap, takeUntil, } from 'rxjs/operators';
+import { updateActualMatchingMatches } from '../../../../entity/actualMatching/actualMatchingReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { clearAll } from '../../../../rootActions';
+import { toServiceMonthFromPeriod, } from '../../payload/actualMatchingPayload';
+import { fetchActualMatching, fetchActualMatchingFailure, fetchActualMatchingSuccess, } from '../../reducers/actualMatchingViewReducer';
+import { getSelectedMonthYearForCurrentTenant, getTenantDisplayCurrency, } from '../../selectors/actualMatchingViewSelector';
+export const fetchActualMatchingEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchActualMatching.match), switchMap((action) => {
+    const state = state$.value;
+    const { period, refreshViewInBackground } = action.payload;
+    const selectedPeriod = getSelectedMonthYearForCurrentTenant(state) ?? {
+        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, getTenantDisplayCurrency(state)));
+            }
+            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 +1,36 @@
+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';
+import { getTenantDisplayCurrency } from '../../selectors/actualMatchingViewSelector';
+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/${encodeURIComponent(matchId)}`)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            return from([
+                updateActualMatchingMatches([response.data], getTenantDisplayCurrency(state$.value)),
+                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 +1,107 @@
+import { from, of } from 'rxjs';
+import { catchError, exhaustMap, filter, mergeMap, takeUntil } from 'rxjs/operators';
+import { getActualMatchingMatchById } from '../../../../entity/actualMatching/actualMatchingSelector';
+import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
+import { createZeniAPIStatus, isSuccessResponse } from '../../../../responsePayload';
+import { clearAll } from '../../../../rootActions';
+import { toMatchAndReverseResult, } from '../../payload/actualMatchingPayload';
+import { clearMatchNewModal, matchAndReverseAccruals, matchAndReverseAccrualsFailure, matchAndReverseAccrualsSuccess, } from '../../reducers/actualMatchingViewReducer';
+import { refreshActualMatchingList } from './refreshActualMatchingList';
+function isMatchCompleteStatus(status) {
+    return status === 'reversed' || status === 'noop';
+}
+function isMatchFailedStatus(status) {
+    return (status === 'conflict' || status === 'claim_lost' || status === 'error');
+}
+function matchAndReverseSnackbar(results, vendorName) {
+    const reversedCount = results.filter((result) => result.status === 'reversed').length;
+    const failedCount = results.filter((result) => isMatchFailedStatus(result.status)).length;
+    const variables = [
+        { variableName: '_count_', variableValue: String(reversedCount) },
+        { variableName: '_vendor_name_', variableValue: vendorName },
+    ];
+    if (results.length === 0 || (reversedCount === 0 && failedCount > 0)) {
+        return openSnackbar({
+            messageSection: 'actual_matching_match_and_reverse',
+            messageText: 'failed',
+            type: 'error',
+            variables,
+        });
+    }
+    if (reversedCount > 0 && failedCount === 0) {
+        return openSnackbar({
+            messageSection: 'actual_matching_match_and_reverse',
+            messageText: 'success',
+            type: 'success',
+            variables,
+        });
+    }
+    if (reversedCount > 0 && failedCount > 0) {
+        return openSnackbar({
+            messageSection: 'actual_matching_match_and_reverse',
+            messageText: 'notification',
+            type: 'warning',
+            variables,
+        });
+    }
+    return null;
+}
+function matchAndReverseHttpFailSnackbar(vendorName) {
+    return openSnackbar({
+        messageSection: 'actual_matching_match_and_reverse',
+        messageText: 'failed',
+        type: 'error',
+        variables: [
+            { variableName: '_count_', variableValue: '0' },
+            { variableName: '_vendor_name_', variableValue: vendorName },
+        ],
+    });
+}
+function matchVendorName(state, matchId) {
+    return getActualMatchingMatchById(state.actualMatchingState, matchId)?.vendorName ?? '';
+}
+export const matchAndReverseAccrualsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(matchAndReverseAccruals.match), 
+// Posts reversing JEs; drop duplicate clicks while a request is in flight.
+exhaustMap((action) => {
+    const { transactionId, transactionIntegrationId, transactionType, lineIds, accrualIds, transactionSyncToken, } = action.payload;
+    const body = {
+        transaction_id: transactionId,
+        transaction_integration_id: transactionIntegrationId,
+        transaction_type: transactionType,
+        line_ids: lineIds,
+        transaction_sync_token: transactionSyncToken,
+        accrual_ids: accrualIds,
+    };
+    // Key leftover results and snackbar vendor to the confirmed bill, not the
+    // row Match New was opened from (user can pick a different txn).
+    const matchId = `${transactionType.toLowerCase()}:${transactionIntegrationId}`;
+    const vendorName = matchVendorName(state$.value, matchId);
+    return zeniAPI
+        .postAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/match-and-reverse`, body)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            const results = response.data.results.map(toMatchAndReverseResult);
+            const successActions = [
+                matchAndReverseAccrualsSuccess({ matchId, results }),
+            ];
+            const occupancyChanged = results.some((result) => isMatchCompleteStatus(result.status));
+            const allComplete = results.length > 0 &&
+                results.every((result) => isMatchCompleteStatus(result.status));
+            if (occupancyChanged) {
+                successActions.push(...refreshActualMatchingList(state$.value));
+            }
+            const snackbar = matchAndReverseSnackbar(results, vendorName);
+            if (snackbar != null) {
+                successActions.push(snackbar);
+            }
+            if (allComplete) {
+                successActions.push(clearMatchNewModal());
+            }
+            return from(successActions);
+        }
+        return of(matchAndReverseAccrualsFailure({ status: response.status }), matchAndReverseHttpFailSnackbar(vendorName));
+    }), catchError((error) => of(matchAndReverseAccrualsFailure({
+        status: createZeniAPIStatus('Unexpected Error', 'Match and reverse accruals REST API call errored out' +
+            JSON.stringify(error)),
+    }), matchAndReverseHttpFailSnackbar(vendorName))), takeUntil(actions$.pipe(filter(clearAll.match))));
+}));

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

@@ -0,0 +1,16 @@
+import { convertToPeriod, toAbsoluteDay, } from '../../../../commonStateTypes/timePeriod';
+import { fetchActualMatching } from '../../reducers/actualMatchingViewReducer';
+import { getSelectedMonthYearForCurrentTenant } from '../../selectors/actualMatchingViewSelector';
+export function refreshActualMatchingList(state) {
+    const selectedMonthYear = getSelectedMonthYearForCurrentTenant(state);
+    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)];
+}

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

@@ -0,0 +1,54 @@
+import { from, merge, of } from 'rxjs';
+import { catchError, debounceTime, filter, mergeMap, switchMap, takeUntil, } from 'rxjs/operators';
+import { withInheritedAccrualCurrency } from '../../../../entity/actualMatching/actualMatchingPayload';
+import { updateJEOneTimeAccruals } from '../../../../entity/jeSchedules/jeSchedulesReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { clearAll } from '../../../../rootActions';
+import { searchMatchAccruals, searchMatchAccrualsFailure, searchMatchAccrualsSuccess, } from '../../reducers/actualMatchingViewReducer';
+import { getTenantDisplayCurrency } from '../../selectors/actualMatchingViewSelector';
+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=${offset}`)
+            .pipe(mergeMap((response) => {
+            if (isSuccessResponse(response) && response.data != null) {
+                const accruals = response.data.accruals;
+                const append = pageToken != null;
+                const nextOffset = offset + accruals.length;
+                const total = response.data.total ?? nextOffset;
+                const nextPageToken = nextOffset < total ? String(nextOffset) : null;
+                // toJEOneTimeAccrual still defaults a missing code to USD. Stamp
+                // tenant currency first, same as list members.
+                const fallbackCurrencyCode = getTenantDisplayCurrency(state$.value)?.currencyCode ?? '';
+                const stampedAccruals = accruals.map((accrual) => withInheritedAccrualCurrency(accrual, fallbackCurrencyCode));
+                const actionsOut = [];
+                if (stampedAccruals.length > 0) {
+                    actionsOut.push(updateJEOneTimeAccruals(stampedAccruals));
+                }
+                actionsOut.push(searchMatchAccrualsSuccess({
+                    append,
+                    nextPageToken,
+                    results: stampedAccruals,
+                }));
+                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)),
+        }))), 
+        // On the HTTP stream only. Wrapping the outer merge would complete
+        // the epic on the first `clearAll` and drop later searches.
+        takeUntil(actions$.pipe(filter(clearAll.match))));
+    }));
+};

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

@@ -0,0 +1,74 @@
+import { from, merge, of } from 'rxjs';
+import { catchError, debounceTime, filter, mergeMap, switchMap, takeUntil, } from 'rxjs/operators';
+import { getActualMatchingMatchById } from '../../../../entity/actualMatching/actualMatchingSelector';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { clearAll } from '../../../../rootActions';
+import { toActualMatchingTransactionSearchResult, } from '../../payload/actualMatchingPayload';
+import { openMatchNewModal, searchMatchAccruals, searchMatchTransactions, searchMatchTransactionsFailure, searchMatchTransactionsSuccess, } from '../../reducers/actualMatchingViewReducer';
+import { getTenantDisplayCurrency, 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$.pipe(filter(openMatchNewModal.match), mergeMap((action) => {
+        const matchId = action.payload.matchId;
+        if (matchId == null || matchId === '') {
+            return from([
+                searchMatchTransactions(''),
+                searchMatchAccruals(''),
+            ]);
+        }
+        const match = getActualMatchingMatchById(state$.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('', undefined, 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 fallbackCurrency = getTenantDisplayCurrency(state$.value);
+                const results = transactions.map((transaction) => toActualMatchingTransactionSearchResult(transaction, fallbackCurrency));
+                return of(searchMatchTransactionsSuccess({
+                    append,
+                    nextPageToken: next_page_token ?? null,
+                    results,
+                }));
+            }
+            return of(searchMatchTransactionsFailure({
+                error: response.status,
+            }));
+        }), catchError((error) => of(searchMatchTransactionsFailure({
+            error: createZeniAPIStatus('Unexpected Error', 'Search match transactions REST API call errored out' +
+                JSON.stringify(error)),
+        }))), 
+        // On the HTTP stream only. Wrapping `merge(openModal$, search$)`
+        // would complete the epic on the first `clearAll` and drop later searches.
+        takeUntil(actions$.pipe(filter(clearAll.match))));
+    }));
+    return merge(openModal$, search$);
+};

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

@@ -0,0 +1,76 @@
+import { from, of } from 'rxjs';
+import { catchError, exhaustMap, filter, mergeMap, takeUntil, } from 'rxjs/operators';
+import { getActualMatchingMatchById } from '../../../../entity/actualMatching/actualMatchingSelector';
+import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { clearAll } from '../../../../rootActions';
+import { toUndoReversalResult, } from '../../payload/actualMatchingPayload';
+import { fetchActualMatchingMatch, undoReversalAccruals, undoReversalAccrualsFailure, undoReversalAccrualsSuccess, } from '../../reducers/actualMatchingViewReducer';
+import { refreshActualMatchingList } from './refreshActualMatchingList';
+function undoReversalSnackbar(results, vendorName) {
+    const undoneCount = results.filter((result) => result.status === 'undone').length;
+    const failedCount = results.length - undoneCount;
+    const variables = [
+        { variableName: '_count_', variableValue: String(undoneCount) },
+        { variableName: '_vendor_name_', variableValue: vendorName },
+    ];
+    if (results.length > 0 && failedCount === 0) {
+        return openSnackbar({
+            messageSection: 'actual_matching_undo_reversal',
+            messageText: 'success',
+            type: 'success',
+            variables,
+        });
+    }
+    if (undoneCount > 0 && failedCount > 0) {
+        return openSnackbar({
+            messageSection: 'actual_matching_undo_reversal',
+            messageText: 'notification',
+            type: 'warning',
+            variables,
+        });
+    }
+    return openSnackbar({
+        messageSection: 'actual_matching_undo_reversal',
+        messageText: 'failed',
+        type: 'error',
+        variables,
+    });
+}
+function matchVendorName(state, matchId) {
+    return (getActualMatchingMatchById(state.actualMatchingState, matchId)?.vendorName ??
+        '');
+}
+export const undoReversalAccrualsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(undoReversalAccruals.match), 
+// Posts QBO deletes; drop duplicate clicks while the first request is in flight.
+exhaustMap((action) => {
+    const { accrualIds, matchId } = action.payload;
+    const body = {
+        accrual_ids: accrualIds,
+    };
+    const vendorName = matchVendorName(state$.value, matchId);
+    return zeniAPI
+        .postAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/undo-reversal`, body)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            const results = response.data.results.map(toUndoReversalResult);
+            const successActions = [
+                undoReversalAccrualsSuccess(matchId, results),
+            ];
+            const anyUndone = results.some((result) => result.status === 'undone');
+            if (anyUndone) {
+                successActions.push(...refreshActualMatchingList(state$.value), fetchActualMatchingMatch(matchId, true));
+            }
+            successActions.push(undoReversalSnackbar(results, vendorName));
+            return from(successActions);
+        }
+        return of(undoReversalAccrualsFailure({
+            matchId,
+            status: response.status,
+        }), undoReversalSnackbar([], vendorName));
+    }), catchError((error) => of(undoReversalAccrualsFailure({
+        matchId,
+        status: createZeniAPIStatus('Unexpected Error', 'Undo reversal accruals REST API call errored out' +
+            JSON.stringify(error)),
+    }), undoReversalSnackbar([], vendorName))), takeUntil(actions$.pipe(filter(clearAll.match))));
+}));

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

@@ -10,7 +10,7 @@ import { fetchReconciliation } from '../../reducers/reconciliationViewReducer';
 import { fetchTransactionCategorizationView } from '../../reducers/transactionsViewReducer';
 import { getJESchedulePeriodTabKey } from '../../types/jeSchedulesViewState';
 export const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.pipe(filter(fetchAllExpenseAutomationTabs.match), switchMap((action) => {
-    const { cacheOverride, refreshViewInBackground } = action.payload;
+    const { cacheOverride, refreshViewInBackground, isAccrualEnabled } = action.payload;
     const state = state$.value;
     const { monthEndCloseChecksState } = state;
     const { monthEndCloseChecksByTenantId } = monthEndCloseChecksState;
@@ -35,7 +35,7 @@ export const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.
             amount: 75.0,
             currencyCode: 'USD',
             currencySymbol: '$',
-        }, cacheOverride, refreshViewInBackground), fetchFluxAnalysisView(selectedPeriod, cacheOverride, refreshViewInBackground, null), fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
+        }, cacheOverride, refreshViewInBackground), fetchFluxAnalysisView(selectedPeriod, cacheOverride, refreshViewInBackground, null), fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride, isAccrualEnabled));
         if (reconciliationEnabled) {
             actions.push(fetchReconciliation(selectedPeriod, undefined, cacheOverride, refreshViewInBackground));
         }
@@ -61,16 +61,29 @@ 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; fetchJeSchedulesPage carries isAccrualEnabled so the prefetch epic can warm AM.
+        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(fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride, isAccrualEnabled));
+            }
+        }
+        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, isAccrualEnabled));
+            }
         }
         if (state.expenseAutomationReconciliationViewState.fetchState !==
             'In-Progress' &&

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

@@ -2,24 +2,34 @@ import { concat, from } from 'rxjs';
 import { filter, mergeMap } from 'rxjs/operators';
 import { fetchAccountList } from '../../../accountList/accountListReducer';
 import { getAccountsTypesForScheduleEpics } from '../../../scheduleView/scheduleListView/scheduleListHelper';
+import { fetchActualMatchingPage } from '../../reducers/actualMatchingViewReducer';
 import { fetchJeSchedules, fetchJeSchedulesPage, initializeAccountSettingsView, } from '../../reducers/jeSchedulesViewReducer';
 export const fetchJeSchedulesPageEpic = (actions$, state$) => actions$.pipe(filter(fetchJeSchedulesPage.match), mergeMap((action) => {
     const jeSchedulePageActions = [];
     const { period, refreshViewInBackground } = action.payload;
+    const state = state$.value;
+    const { selectedPageTab } = state.expenseAutomationJESchedulesViewState.uiState;
     const accountType = getAccountsTypesForScheduleEpics();
-    const accountListState = state$.value.accountListState;
+    const accountListState = state.accountListState;
     if (accountListState.byReportId[accountType.accountListKey].fetchState ===
         'Not-Started') {
         // call this only if the account list for schedules is not fetched already
         jeSchedulePageActions.push(fetchAccountList(accountType.accountListKey, true, false, false, false, accountType.allowedAccountList));
     }
-    jeSchedulePageActions.push(fetchJeSchedules(period, refreshViewInBackground));
+    // AM is chrome on this page but a different endpoint. fetchJeSchedules with
+    // selectedPageTab === 'actual_matching' would hit /1.0/schedules and write a bogus cache slot.
+    if (selectedPageTab === 'actual_matching') {
+        jeSchedulePageActions.push(fetchActualMatchingPage(period, refreshViewInBackground));
+    }
+    else {
+        jeSchedulePageActions.push(fetchJeSchedules(period, refreshViewInBackground));
+    }
     // Only on the first page load. Account settings cannot change from a tab switch or a
     // refresh, and re-initializing puts accountSettingsView back to 'In-Progress' -- which the
     // page reads as "still loading" and answers with a full skeleton over rows it already has.
     // The action also resets localData, so re-dispatching it blindly would empty the settings
     // form until the refetch lands. Saving account settings still re-initializes explicitly.
-    if (!state$.value.expenseAutomationJESchedulesViewState.accountSettings
+    if (!state.expenseAutomationJESchedulesViewState.accountSettings
         .hasLoadedAccountSettings) {
         jeSchedulePageActions.push(initializeAccountSettingsView());
     }

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

@@ -1,7 +1,8 @@
-import { EMPTY, of } from 'rxjs';
+import { EMPTY, from } from 'rxjs';
 import { filter, mergeMap } from 'rxjs/operators';
 import { toMonthYearPeriodId } from '../../../../commonStateTypes/timePeriod';
 import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
+import { fetchActualMatchingPage } from '../../reducers/actualMatchingViewReducer';
 import { fetchJeSchedules, fetchJeSchedulesPage, } from '../../reducers/jeSchedulesViewReducer';
 import { ALL_JE_PAGE_TABS, getJESchedulePeriodTabKey, } from '../../types/jeSchedulesViewState';
 /**
@@ -9,27 +10,46 @@ import { ALL_JE_PAGE_TABS, getJESchedulePeriodTabKey, } from '../../types/jeSche
  *
  * Listens for `fetchJeSchedulesPage` rather than `fetchJeSchedules` on purpose: the prefetch emits
  * `fetchJeSchedules`, so listening for that would make this epic feed itself.
+ *
+ * Review <-> Existing share `/1.0/schedules`. Actual Matching is a different endpoint; it is
+ * warmed with `fetchActualMatchingPage` when the page action carries `isAccrualEnabled`.
  */
 export const prefetchOtherJeSchedulesTabEpic = (actions$, state$) => actions$.pipe(filter(fetchJeSchedulesPage.match), mergeMap((action) => {
     const state = state$.value;
-    const { period } = action.payload;
+    const { period, isAccrualEnabled } = action.payload;
     const { selectedPageTab } = state.expenseAutomationJESchedulesViewState.uiState;
-    const otherPageTab = ALL_JE_PAGE_TABS.find((pageTab) => pageTab !== selectedPageTab);
-    if (otherPageTab == null) {
-        return EMPTY;
-    }
+    const actions = [];
+    // AM is chrome-only on ALL_JE_PAGE_TABS; warming it with fetchJeSchedules
+    // would hit the wrong endpoint.
+    const otherPageTab = ALL_JE_PAGE_TABS.find((pageTab) => pageTab !== selectedPageTab && pageTab !== 'actual_matching');
     const currentTenant = getCurrentTenant(state);
     const selectedPeriod = state.expenseAutomationViewState.selectedPeriodByTenantId[currentTenant.tenantId];
-    if (selectedPeriod == null) {
-        return EMPTY;
+    if (otherPageTab != null && selectedPeriod != null) {
+        const otherPeriodTabKey = getJESchedulePeriodTabKey(otherPageTab, toMonthYearPeriodId(selectedPeriod));
+        const isOtherTabAlreadyLoaded = state.expenseAutomationJESchedulesViewState
+            .jeScheduleTransactionKeysByPeriodAndTab[otherPeriodTabKey] != null;
+        if (!isOtherTabAlreadyLoaded) {
+            actions.push(fetchJeSchedules(period, true, otherPageTab));
+        }
+    }
+    // GET /actual-matching is not Statsig-gated; CES has no Statsig. The screen
+    // passes is_accrual_enabled so disabled tenants do not pay for a list they
+    // cannot open. Visible AM is fetchJeSchedulesPageEpic's job.
+    if (isAccrualEnabled === true &&
+        selectedPageTab !== 'actual_matching') {
+        const periodId = toMonthYearPeriodId({
+            month: period.start.month,
+            year: period.start.year,
+        });
+        // `fetchState` is global across months. Skipping on In-Progress would drop
+        // October prefetch while September is still loading; September's success
+        // then marks the slice Completed and October looks loaded with no ids.
+        if (state.expenseAutomationActualMatchingViewState.matchIdsByPeriod[periodId] == null) {
+            actions.push(fetchActualMatchingPage(period, true));
+        }
     }
-    // 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) {
+    if (actions.length === 0) {
         return EMPTY;
     }
-    return of(fetchJeSchedules(period, true, otherPageTab));
+    return from(actions);
 }));