@zeniai/client-epic-state 5.2.35-beta0MM → 5.2.35-beta10MM

package/lib/entity/actualMatching/actualMatchingPayload.d.ts

@@ -2,6 +2,10 @@ import { ID } from '../../commonStateTypes/common';
 import { JEOneTimeAccrualPayload } from '../jeSchedules/jeSchedulesPayload';
 import { ActualMatchingMatch } from './actualMatchingState';
 import { ActualMatchingMatchId } from './actualMatchingTypes';
+export interface DisplayCurrencyFallback {
+    currencyCode: string;
+    currencySymbol: string;
+}
 export interface ActualMatchingMatchPayload {
     accrued_amount: number;
     actual_amount: number;
@@ -12,6 +16,7 @@ export interface ActualMatchingMatchPayload {
     transaction_type: string;
     currency_code?: string | null;
     currency_symbol?: string | null;
+    leftovers?: JEOneTimeAccrualPayload[];
     match_shape?: string | null;
     match_tier?: string | null;
     transaction_date?: string | null;
@@ -22,4 +27,5 @@ export interface ActualMatchingListResponsePayload {
     matches: ActualMatchingMatchPayload[];
     total: number;
 }
-export declare function toActualMatchingMatch(payload: ActualMatchingMatchPayload): ActualMatchingMatch;
+export declare function withInheritedAccrualCurrency(member: JEOneTimeAccrualPayload, fallbackCurrencyCode: string): JEOneTimeAccrualPayload;
+export declare function toActualMatchingMatch(payload: ActualMatchingMatchPayload, fallbackCurrency?: DisplayCurrencyFallback): ActualMatchingMatch;

package/lib/entity/actualMatching/actualMatchingPayload.js

@@ -1,30 +1,36 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
+exports.withInheritedAccrualCurrency = withInheritedAccrualCurrency;
 exports.toActualMatchingMatch = toActualMatchingMatch;
 const amount_1 = require("../../commonStateTypes/amount");
+const stringToUnion_1 = require("../../commonStateTypes/stringToUnion");
 const jeSchedulesPayload_1 = require("../jeSchedules/jeSchedulesPayload");
-const USD_CURRENCY_CODE = 'USD';
-const USD_CURRENCY_SYMBOL = '$';
 const MATCH_KINDS = [
     'auto_reversed',
     'pending_review',
     'manually_reversed',
 ];
 function toMatchKind(raw) {
-    if (MATCH_KINDS.includes(raw)) {
-        return raw;
+    return (0, stringToUnion_1.stringToUnion)(raw, MATCH_KINDS);
+}
+function withInheritedAccrualCurrency(member, fallbackCurrencyCode) {
+    if (member.currency != null && member.currency !== '') {
+        return member;
     }
-    console.error(`Unknown ActualMatchingMatchKind: ${raw}`);
-    return 'auto_reversed';
+    return { ...member, currency: fallbackCurrencyCode };
+}
+function toMatchMemberAccrual(member, matchCurrencyCode) {
+    return (0, jeSchedulesPayload_1.toJEOneTimeAccrual)(withInheritedAccrualCurrency(member, matchCurrencyCode));
 }
-function toActualMatchingMatch(payload) {
+function toActualMatchingMatch(payload, fallbackCurrency) {
     const currencyCode = payload.currency_code != null && payload.currency_code !== ''
         ? payload.currency_code
-        : USD_CURRENCY_CODE;
+        : fallbackCurrency?.currencyCode ?? '';
     const currencySymbol = payload.currency_symbol != null && payload.currency_symbol !== ''
         ? payload.currency_symbol
-        : currencyCode === USD_CURRENCY_CODE
-            ? USD_CURRENCY_SYMBOL
+        : fallbackCurrency != null &&
+            currencyCode === fallbackCurrency.currencyCode
+            ? fallbackCurrency.currencySymbol
             : currencyCode;
     return {
         matchId: payload.match_id,
@@ -32,12 +38,13 @@ function toActualMatchingMatch(payload) {
         transactionIntegrationId: payload.transaction_integration_id,
         transactionDate: payload.transaction_date ?? undefined,
         vendorId: payload.vendor_id ?? undefined,
-        vendorName: payload.vendor_name ?? '',
+        vendorName: payload.vendor_name ?? undefined,
         kind: toMatchKind(payload.kind),
         matchTier: payload.match_tier ?? undefined,
         matchShape: payload.match_shape ?? undefined,
         accruedAmount: (0, amount_1.toAmount)(payload.accrued_amount, currencyCode, currencySymbol),
         actualAmount: (0, amount_1.toAmount)(payload.actual_amount, currencyCode, currencySymbol),
-        members: payload.members.map(jeSchedulesPayload_1.toJEOneTimeAccrual),
+        members: payload.members.map((member) => toMatchMemberAccrual(member, currencyCode)),
+        leftovers: (payload.leftovers ?? []).map((member) => toMatchMemberAccrual(member, currencyCode)),
     };
 }

package/lib/entity/actualMatching/actualMatchingReducer.d.ts

@@ -1,8 +1,9 @@
-import { ActualMatchingMatchPayload } from './actualMatchingPayload';
+import { ActualMatchingMatchPayload, DisplayCurrencyFallback } from './actualMatchingPayload';
 import { ActualMatchingState } from './actualMatchingState';
 export declare const initialState: ActualMatchingState;
-export declare const updateActualMatchingMatches: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[matches: ActualMatchingMatchPayload[]], {
+export declare const updateActualMatchingMatches: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[matches: ActualMatchingMatchPayload[], fallbackCurrency?: DisplayCurrencyFallback | undefined], {
     matches: ActualMatchingMatchPayload[];
+    fallbackCurrency: DisplayCurrencyFallback | undefined;
 }, "actualMatching/updateActualMatchingMatches", never, never>;
 declare const _default: import("redux").Reducer<ActualMatchingState>;
 export default _default;

package/lib/entity/actualMatching/actualMatchingReducer.js

@@ -12,12 +12,12 @@ const actualMatching = (0, toolkit_1.createSlice)({
     initialState: exports.initialState,
     reducers: {
         updateActualMatchingMatches: {
-            prepare(matches) {
-                return { payload: { matches } };
+            prepare(matches, fallbackCurrency) {
+                return { payload: { matches, fallbackCurrency } };
             },
             reducer(draft, action) {
                 action.payload.matches.forEach((payload) => {
-                    const match = (0, actualMatchingPayload_1.toActualMatchingMatch)(payload);
+                    const match = (0, actualMatchingPayload_1.toActualMatchingMatch)(payload, action.payload.fallbackCurrency);
                     draft.byMatchId[match.matchId] = match;
                 });
             },

package/lib/entity/actualMatching/actualMatchingState.d.ts

@@ -9,13 +9,14 @@ export interface ActualMatchingMatch {
     kind: ActualMatchingMatchKind;
     matchId: ActualMatchingMatchId;
     members: JEOneTimeAccrualState[];
-    transactionIntegrationId: string;
+    transactionIntegrationId: ID;
     transactionType: string;
-    vendorName: string;
+    leftovers?: JEOneTimeAccrualState[];
     matchShape?: string;
     matchTier?: string;
     transactionDate?: string;
     vendorId?: ID;
+    vendorName?: string;
 }
 export interface ActualMatchingState {
     byMatchId: Record<ActualMatchingMatchId, ActualMatchingMatch>;

package/lib/entity/aiCfo/aiCfoReducer.js

@@ -7,6 +7,7 @@ const rootActions_1 = require("../../rootActions");
 const zeniDayJS_1 = require("../../zeniDayJS");
 const aiCfoState_1 = require("./aiCfoState");
 exports.initialAiCfoState = {
+    deletedChatSessionIds: [],
     aiCfoByChatSessionId: {},
     partialQuestionAnswers: {},
     syntheticAnswersByChatSessionId: {},
@@ -474,6 +475,11 @@ const toResponseBlockType = (answer, userId) => {
         createdAt: (0, zeniDayJS_1.date)(timestamp),
     };
 };
+// How many deleted session ids to remember. The tombstone only has to outlive
+// an in-flight history request, which is seconds, so this is generous. Capped
+// because `clearSession` would otherwise grow the array for the life of the
+// store and every `setChatHistory` scans it.
+const DELETED_SESSION_MEMORY = 100;
 const aiCfo = (0, toolkit_1.createSlice)({
     name: 'aiCfo',
     initialState: exports.initialAiCfoState,
@@ -495,8 +501,25 @@ const aiCfo = (0, toolkit_1.createSlice)({
         setSessions(draft, action) {
             action.payload.forEach((chatSessionPayload) => {
                 const { chat_session_id } = chatSessionPayload;
-                // This is to prevent overwriting the session if it is already in state
-                if (draft.aiCfoByChatSessionId[chat_session_id] == null) {
+                if (draft.aiCfoByChatSessionId[chat_session_id] != null) {
+                    // The list is authoritative for a session's metadata, and a session
+                    // seeded by `setChatHistory` has guessed metadata: no summary, and a
+                    // `createdAt` taken from one page of a newest-first paginated
+                    // history, which is later than the session really started.
+                    // `questionAnswers` is left alone — the list must never wipe a
+                    // thread that is on screen.
+                    const entry = draft.aiCfoByChatSessionId[chat_session_id];
+                    const incoming = toChatSession(chatSessionPayload);
+                    entry.chatSession = {
+                        ...incoming,
+                        // Never downgrade a title already in state: a page of the list can
+                        // carry a nullish summary, and assigning it wholesale would blank
+                        // a header that was correct.
+                        chatSessionSummary: incoming.chatSessionSummary ??
+                            entry.chatSession.chatSessionSummary,
+                    };
+                }
+                else {
                     draft.aiCfoByChatSessionId[chat_session_id] = {
                         chatSession: toChatSession(chatSessionPayload),
                         questionAnswers: [],
@@ -509,8 +532,52 @@ const aiCfo = (0, toolkit_1.createSlice)({
         setChatHistory(draft, action) {
             const { chatSessionId, history, isPaginationComplete = false, } = action.payload;
             if (draft.aiCfoByChatSessionId[chatSessionId] == null) {
-                console.warn(`session with id ${chatSessionId} not found in setChatHistory`);
-                return;
+                // Sessions created server-side (a routine run) are opened by deep
+                // link, so their history can arrive before the sessions list has
+                // registered them. Dropping it here loses the messages for good: the
+                // response's null page token sets `hasMore: false`, which is the
+                // condition the refetch is guarded on. The response is itself proof
+                // the session exists, so seed the entry from the messages.
+                if (history.length === 0) {
+                    return;
+                }
+                // A deleted session. Its history request is never cancelled
+                // (`mergeMap`), so seeding would resurrect the conversation into the
+                // rail, where clicking it 404s. Only this path is guarded:
+                // `clearSession` is optimistic, so if the server still lists the
+                // session, `setSessions` re-adding it is correct.
+                if (draft.deletedChatSessionIds?.includes(chatSessionId) === true) {
+                    return;
+                }
+                // The human's id, taken off a message they actually sent. The API
+                // returns newest first, so `history[0]` is usually the agent's reply,
+                // and `chatSession.userId` is read as "whose conversation is this".
+                const owner = history.find((message) => message.sender === 'user') ?? history[0];
+                // Oldest message in the page, not `history[0]`: a session cannot
+                // start after its own messages, and the API returns newest first.
+                //
+                // Compared as instants, not strings. The wire format is an RFC 1123
+                // HTTP-date ("Thu, 03 Sep 2026 12:34:56 GMT") because `set_200`
+                // bypasses chat's isoformat encoder, and lexically "Mon…" precedes
+                // "Sat…" while being the later day. Unparseable values are filtered
+                // out, not compared: every comparison against NaN is false, so one
+                // used as the reduce's seed would carry through to an Invalid Date.
+                const oldest = history
+                    .map((message) => ({ at: Date.parse(message.created_at), message }))
+                    .filter(({ at }) => !Number.isNaN(at))
+                    .reduce((min, entry) => (min == null || entry.at < min.at ? entry : min), undefined)?.message;
+                draft.aiCfoByChatSessionId[chatSessionId] = {
+                    chatSession: {
+                        chatSessionId,
+                        userId: owner.user_id,
+                        chatSessionSummary: undefined,
+                        // Nothing in the page carried a usable timestamp. "Now" is a
+                        // guess, but it is a sane one and it keeps the row out of the
+                        // Invalid-Date behaviour above; the sessions list corrects it.
+                        createdAt: oldest != null ? (0, zeniDayJS_1.date)(oldest.created_at) : (0, zeniDayJS_1.dateNow)(),
+                    },
+                    questionAnswers: [],
+                };
             }
             const session = draft.aiCfoByChatSessionId[chatSessionId];
             // Check if we have an existing partial Q&A pair for this session
@@ -790,6 +857,13 @@ const aiCfo = (0, toolkit_1.createSlice)({
         },
         clearSession(draft, action) {
             const sessionId = action.payload;
+            draft.deletedChatSessionIds ?? (draft.deletedChatSessionIds = []);
+            if (!draft.deletedChatSessionIds.includes(sessionId)) {
+                draft.deletedChatSessionIds.push(sessionId);
+                if (draft.deletedChatSessionIds.length > DELETED_SESSION_MEMORY) {
+                    draft.deletedChatSessionIds.splice(0, draft.deletedChatSessionIds.length - DELETED_SESSION_MEMORY);
+                }
+            }
             delete draft.aiCfoByChatSessionId[sessionId];
             delete draft.syntheticAnswersByChatSessionId[sessionId];
             if (draft.partialQuestionAnswers?.[sessionId] != null) {

package/lib/entity/aiCfo/aiCfoState.d.ts

@@ -241,4 +241,20 @@ export interface AiCfoState {
     aiCfoByChatSessionId: Record<ID, ChatSessionWithMessages>;
     partialQuestionAnswers: Record<ID, AiCfoQuestionWithAnswer | undefined>;
     syntheticAnswersByChatSessionId: Record<ID, SyntheticAiCfoAnswer[]>;
+    /**
+     * Sessions this client has deleted. `setChatHistory` seeds an entry for a
+     * session it has not seen, so without a tombstone an in-flight history
+     * response arriving after the delete would recreate the whole conversation
+     * and put the deleted chat back in the rail. `fetchChatHistoryEpic` uses
+     * `mergeMap`, so that request is never cancelled. Same race, and the same
+     * reasoning, as `deletedScheduleIds` on the view slice. Bounded — it only
+     * needs to outlive an in-flight request.
+     *
+     * Optional because `AiCfoState` is public API of a package four apps
+     * consume: making it required turns a bug fix into a compile break for
+     * every literal of this type, in this repo and in theirs. The reducer's
+     * initial state always sets it, so it is only ever absent on a
+     * hand-built literal — which is exactly the case that must keep working.
+     */
+    deletedChatSessionIds?: ID[];
 }

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

@@ -131,6 +131,7 @@ export interface JEOneTimeAccrualClearedPayload {
     accrual_ids?: string[] | null;
     consumed_line_ids?: string[] | null;
     group_sum?: number | null;
+    intended_accrual_ids?: string[] | null;
     match_shape?: string | null;
     match_tier?: string | null;
     matched_amount?: number | null;
@@ -183,6 +184,7 @@ export interface JEOneTimeAccrualPayload {
     posting_date?: string | null;
     profile_snapshot?: JEOneTimeAccrualProfileSnapshotPayload | null;
     reversal_policy?: string | null;
+    reversal_posting_date?: string | null;
     reversal_transaction_id?: ID | null;
     reversal_trigger?: string | null;
     reversed_by_user?: UserPayload | null;

package/lib/entity/jeSchedules/jeSchedulesPayload.js

@@ -472,6 +472,7 @@ function toJEOneTimeAccrualCleared(payload, currencyCode) {
             ? toOneTimeAccrualAmount(payload.group_sum, currencyCode)
             : undefined,
         accrualIds: payload.accrual_ids ?? undefined,
+        intendedAccrualIds: payload.intended_accrual_ids ?? undefined,
         reversedAt: payload.reversed_at != null ? (0, zeniDayJS_1.date)(payload.reversed_at) : undefined,
         matchedTransactionDate: payload.matched_transaction_date != null
             ? (0, zeniDayJS_1.date)(payload.matched_transaction_date)
@@ -534,6 +535,9 @@ function toJEOneTimeAccrual(payload) {
         actualReversalPostDate: payload.actual_reversal_post_date != null
             ? (0, zeniDayJS_1.date)(payload.actual_reversal_post_date)
             : undefined,
+        reversalPostingDate: payload.reversal_posting_date != null
+            ? (0, zeniDayJS_1.date)(payload.reversal_posting_date)
+            : undefined,
         jeDebitAccountId: payload.je_debit_account_id ?? undefined,
         jeDebitAccountName: payload.je_debit_account_name ?? undefined,
         jeDebitAccountingClassId: payload.je_debit_accounting_class_id ?? undefined,

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

@@ -209,6 +209,7 @@ export interface JEOneTimeAccrualCleared {
     accrualIds?: ID[];
     consumedLineIds?: string[];
     groupSum?: Amount;
+    intendedAccrualIds?: ID[];
     matchedAmount?: Amount;
     matchedLineId?: string;
     matchedTransactionDate?: ZeniDate;
@@ -265,6 +266,7 @@ export interface JEOneTimeAccrualState {
     matchSuggestion?: JEOneTimeAccrualMatchSuggestion;
     postingDate?: ZeniDate;
     profileSnapshot?: JEOneTimeAccrualProfileSnapshot;
+    reversalPostingDate?: ZeniDate;
     reversalTransactionId?: ID;
     reversalTrigger?: OneTimeAccrualReversalTriggerType;
     reversedBy?: JEOneTimeAccrualCreator;

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

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

package/lib/entity/snackbar/snackbarTypes.js

@@ -11,6 +11,8 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'cockpit_month_end_email_attachment_upload',
     'je_bill_link',
     'je_posted',
+    'actual_matching_match_and_reverse',
+    'actual_matching_undo_reversal',
     'audit_score_updated',
     'people_invite_people',
     'people_invite_multiple_people',

package/lib/esm/entity/actualMatching/actualMatchingPayload.js

@@ -1,27 +1,32 @@
 import { toAmount } from '../../commonStateTypes/amount';
+import { stringToUnion } from '../../commonStateTypes/stringToUnion';
 import { toJEOneTimeAccrual, } from '../jeSchedules/jeSchedulesPayload';
-const USD_CURRENCY_CODE = 'USD';
-const USD_CURRENCY_SYMBOL = '$';
 const MATCH_KINDS = [
     'auto_reversed',
     'pending_review',
     'manually_reversed',
 ];
 function toMatchKind(raw) {
-    if (MATCH_KINDS.includes(raw)) {
-        return raw;
+    return stringToUnion(raw, MATCH_KINDS);
+}
+export function withInheritedAccrualCurrency(member, fallbackCurrencyCode) {
+    if (member.currency != null && member.currency !== '') {
+        return member;
     }
-    console.error(`Unknown ActualMatchingMatchKind: ${raw}`);
-    return 'auto_reversed';
+    return { ...member, currency: fallbackCurrencyCode };
+}
+function toMatchMemberAccrual(member, matchCurrencyCode) {
+    return toJEOneTimeAccrual(withInheritedAccrualCurrency(member, matchCurrencyCode));
 }
-export function toActualMatchingMatch(payload) {
+export function toActualMatchingMatch(payload, fallbackCurrency) {
     const currencyCode = payload.currency_code != null && payload.currency_code !== ''
         ? payload.currency_code
-        : USD_CURRENCY_CODE;
+        : fallbackCurrency?.currencyCode ?? '';
     const currencySymbol = payload.currency_symbol != null && payload.currency_symbol !== ''
         ? payload.currency_symbol
-        : currencyCode === USD_CURRENCY_CODE
-            ? USD_CURRENCY_SYMBOL
+        : fallbackCurrency != null &&
+            currencyCode === fallbackCurrency.currencyCode
+            ? fallbackCurrency.currencySymbol
             : currencyCode;
     return {
         matchId: payload.match_id,
@@ -29,12 +34,13 @@ export function toActualMatchingMatch(payload) {
         transactionIntegrationId: payload.transaction_integration_id,
         transactionDate: payload.transaction_date ?? undefined,
         vendorId: payload.vendor_id ?? undefined,
-        vendorName: payload.vendor_name ?? '',
+        vendorName: payload.vendor_name ?? undefined,
         kind: toMatchKind(payload.kind),
         matchTier: payload.match_tier ?? undefined,
         matchShape: payload.match_shape ?? undefined,
         accruedAmount: toAmount(payload.accrued_amount, currencyCode, currencySymbol),
         actualAmount: toAmount(payload.actual_amount, currencyCode, currencySymbol),
-        members: payload.members.map(toJEOneTimeAccrual),
+        members: payload.members.map((member) => toMatchMemberAccrual(member, currencyCode)),
+        leftovers: (payload.leftovers ?? []).map((member) => toMatchMemberAccrual(member, currencyCode)),
     };
 }

package/lib/esm/entity/actualMatching/actualMatchingReducer.js

@@ -9,12 +9,12 @@ const actualMatching = createSlice({
     initialState,
     reducers: {
         updateActualMatchingMatches: {
-            prepare(matches) {
-                return { payload: { matches } };
+            prepare(matches, fallbackCurrency) {
+                return { payload: { matches, fallbackCurrency } };
             },
             reducer(draft, action) {
                 action.payload.matches.forEach((payload) => {
-                    const match = toActualMatchingMatch(payload);
+                    const match = toActualMatchingMatch(payload, action.payload.fallbackCurrency);
                     draft.byMatchId[match.matchId] = match;
                 });
             },

package/lib/esm/entity/aiCfo/aiCfoReducer.js

@@ -1,8 +1,9 @@
 import { createSlice } from '@reduxjs/toolkit';
 import { clearAll } from '../../rootActions';
-import { date as zeniDate } from '../../zeniDayJS';
+import { dateNow, date as zeniDate } from '../../zeniDayJS';
 import { ALL_AI_CFO_ANSWER_RESPONSE_TYPES, toAiCfoAnswerResponseType, toAiCfoAnswerResponseTypeStrict, toAiCfoAnswerStateType, toAiCfoVisualizationTypeStrict, toInteractiveFormTypeStrict, toMessageSender, toMessageType, toYFormatScaleStrict, toYFormatTypeStrict, toYFormatUnitStrict, } from './aiCfoState';
 export const initialAiCfoState = {
+    deletedChatSessionIds: [],
     aiCfoByChatSessionId: {},
     partialQuestionAnswers: {},
     syntheticAnswersByChatSessionId: {},
@@ -468,6 +469,11 @@ const toResponseBlockType = (answer, userId) => {
         createdAt: zeniDate(timestamp),
     };
 };
+// How many deleted session ids to remember. The tombstone only has to outlive
+// an in-flight history request, which is seconds, so this is generous. Capped
+// because `clearSession` would otherwise grow the array for the life of the
+// store and every `setChatHistory` scans it.
+const DELETED_SESSION_MEMORY = 100;
 const aiCfo = createSlice({
     name: 'aiCfo',
     initialState: initialAiCfoState,
@@ -489,8 +495,25 @@ const aiCfo = createSlice({
         setSessions(draft, action) {
             action.payload.forEach((chatSessionPayload) => {
                 const { chat_session_id } = chatSessionPayload;
-                // This is to prevent overwriting the session if it is already in state
-                if (draft.aiCfoByChatSessionId[chat_session_id] == null) {
+                if (draft.aiCfoByChatSessionId[chat_session_id] != null) {
+                    // The list is authoritative for a session's metadata, and a session
+                    // seeded by `setChatHistory` has guessed metadata: no summary, and a
+                    // `createdAt` taken from one page of a newest-first paginated
+                    // history, which is later than the session really started.
+                    // `questionAnswers` is left alone — the list must never wipe a
+                    // thread that is on screen.
+                    const entry = draft.aiCfoByChatSessionId[chat_session_id];
+                    const incoming = toChatSession(chatSessionPayload);
+                    entry.chatSession = {
+                        ...incoming,
+                        // Never downgrade a title already in state: a page of the list can
+                        // carry a nullish summary, and assigning it wholesale would blank
+                        // a header that was correct.
+                        chatSessionSummary: incoming.chatSessionSummary ??
+                            entry.chatSession.chatSessionSummary,
+                    };
+                }
+                else {
                     draft.aiCfoByChatSessionId[chat_session_id] = {
                         chatSession: toChatSession(chatSessionPayload),
                         questionAnswers: [],
@@ -503,8 +526,52 @@ const aiCfo = createSlice({
         setChatHistory(draft, action) {
             const { chatSessionId, history, isPaginationComplete = false, } = action.payload;
             if (draft.aiCfoByChatSessionId[chatSessionId] == null) {
-                console.warn(`session with id ${chatSessionId} not found in setChatHistory`);
-                return;
+                // Sessions created server-side (a routine run) are opened by deep
+                // link, so their history can arrive before the sessions list has
+                // registered them. Dropping it here loses the messages for good: the
+                // response's null page token sets `hasMore: false`, which is the
+                // condition the refetch is guarded on. The response is itself proof
+                // the session exists, so seed the entry from the messages.
+                if (history.length === 0) {
+                    return;
+                }
+                // A deleted session. Its history request is never cancelled
+                // (`mergeMap`), so seeding would resurrect the conversation into the
+                // rail, where clicking it 404s. Only this path is guarded:
+                // `clearSession` is optimistic, so if the server still lists the
+                // session, `setSessions` re-adding it is correct.
+                if (draft.deletedChatSessionIds?.includes(chatSessionId) === true) {
+                    return;
+                }
+                // The human's id, taken off a message they actually sent. The API
+                // returns newest first, so `history[0]` is usually the agent's reply,
+                // and `chatSession.userId` is read as "whose conversation is this".
+                const owner = history.find((message) => message.sender === 'user') ?? history[0];
+                // Oldest message in the page, not `history[0]`: a session cannot
+                // start after its own messages, and the API returns newest first.
+                //
+                // Compared as instants, not strings. The wire format is an RFC 1123
+                // HTTP-date ("Thu, 03 Sep 2026 12:34:56 GMT") because `set_200`
+                // bypasses chat's isoformat encoder, and lexically "Mon…" precedes
+                // "Sat…" while being the later day. Unparseable values are filtered
+                // out, not compared: every comparison against NaN is false, so one
+                // used as the reduce's seed would carry through to an Invalid Date.
+                const oldest = history
+                    .map((message) => ({ at: Date.parse(message.created_at), message }))
+                    .filter(({ at }) => !Number.isNaN(at))
+                    .reduce((min, entry) => (min == null || entry.at < min.at ? entry : min), undefined)?.message;
+                draft.aiCfoByChatSessionId[chatSessionId] = {
+                    chatSession: {
+                        chatSessionId,
+                        userId: owner.user_id,
+                        chatSessionSummary: undefined,
+                        // Nothing in the page carried a usable timestamp. "Now" is a
+                        // guess, but it is a sane one and it keeps the row out of the
+                        // Invalid-Date behaviour above; the sessions list corrects it.
+                        createdAt: oldest != null ? zeniDate(oldest.created_at) : dateNow(),
+                    },
+                    questionAnswers: [],
+                };
             }
             const session = draft.aiCfoByChatSessionId[chatSessionId];
             // Check if we have an existing partial Q&A pair for this session
@@ -784,6 +851,13 @@ const aiCfo = createSlice({
         },
         clearSession(draft, action) {
             const sessionId = action.payload;
+            draft.deletedChatSessionIds ?? (draft.deletedChatSessionIds = []);
+            if (!draft.deletedChatSessionIds.includes(sessionId)) {
+                draft.deletedChatSessionIds.push(sessionId);
+                if (draft.deletedChatSessionIds.length > DELETED_SESSION_MEMORY) {
+                    draft.deletedChatSessionIds.splice(0, draft.deletedChatSessionIds.length - DELETED_SESSION_MEMORY);
+                }
+            }
             delete draft.aiCfoByChatSessionId[sessionId];
             delete draft.syntheticAnswersByChatSessionId[sessionId];
             if (draft.partialQuestionAnswers?.[sessionId] != null) {

package/lib/esm/entity/jeSchedules/jeSchedulesPayload.js

@@ -461,6 +461,7 @@ function toJEOneTimeAccrualCleared(payload, currencyCode) {
             ? toOneTimeAccrualAmount(payload.group_sum, currencyCode)
             : undefined,
         accrualIds: payload.accrual_ids ?? undefined,
+        intendedAccrualIds: payload.intended_accrual_ids ?? undefined,
         reversedAt: payload.reversed_at != null ? date(payload.reversed_at) : undefined,
         matchedTransactionDate: payload.matched_transaction_date != null
             ? date(payload.matched_transaction_date)
@@ -523,6 +524,9 @@ export function toJEOneTimeAccrual(payload) {
         actualReversalPostDate: payload.actual_reversal_post_date != null
             ? date(payload.actual_reversal_post_date)
             : undefined,
+        reversalPostingDate: payload.reversal_posting_date != null
+            ? date(payload.reversal_posting_date)
+            : undefined,
         jeDebitAccountId: payload.je_debit_account_id ?? undefined,
         jeDebitAccountName: payload.je_debit_account_name ?? undefined,
         jeDebitAccountingClassId: payload.je_debit_accounting_class_id ?? undefined,

package/lib/esm/entity/snackbar/snackbarTypes.js

@@ -8,6 +8,8 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'cockpit_month_end_email_attachment_upload',
     'je_bill_link',
     'je_posted',
+    'actual_matching_match_and_reverse',
+    'actual_matching_undo_reversal',
     'audit_score_updated',
     'people_invite_people',
     'people_invite_multiple_people',