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

package/lib/view/expenseAutomationView/epics/jeSchedule/prefetchOtherJeSchedulesTabEpic.d.ts

@@ -1,12 +1,16 @@
 import { ActionsObservable, StateObservable } from 'redux-observable';
 import { Observable } from 'rxjs';
 import { RootState } from '../../../../rootStateTypes';
+import { fetchActualMatchingPage } from '../../reducers/actualMatchingViewReducer';
 import { fetchJeSchedules, fetchJeSchedulesPage } from '../../reducers/jeSchedulesViewReducer';
-export type ActionType = ReturnType<typeof fetchJeSchedules> | ReturnType<typeof fetchJeSchedulesPage>;
+export type ActionType = ReturnType<typeof fetchActualMatchingPage> | ReturnType<typeof fetchJeSchedules> | ReturnType<typeof fetchJeSchedulesPage>;
 /**
  * Warms the tab the user is not looking at, so switching to it renders rows instead of a skeleton.
  *
  * Listens for `fetchJeSchedulesPage` rather than `fetchJeSchedules` on purpose: the prefetch emits
  * `fetchJeSchedules`, so listening for that would make this epic feed itself.
+ *
+ * Review <-> Existing share `/1.0/schedules`. Actual Matching is a different endpoint; it is
+ * warmed with `fetchActualMatchingPage` when the page action carries `isAccrualEnabled`.
  */
 export declare const prefetchOtherJeSchedulesTabEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => Observable<ActionType>;

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

@@ -5,6 +5,7 @@ const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const timePeriod_1 = require("../../../../commonStateTypes/timePeriod");
 const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
+const actualMatchingViewReducer_1 = require("../../reducers/actualMatchingViewReducer");
 const jeSchedulesViewReducer_1 = require("../../reducers/jeSchedulesViewReducer");
 const jeSchedulesViewState_1 = require("../../types/jeSchedulesViewState");
 /**
@@ -12,30 +13,47 @@ const jeSchedulesViewState_1 = require("../../types/jeSchedulesViewState");
  *
  * 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`.
  */
 const prefetchOtherJeSchedulesTabEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(jeSchedulesViewReducer_1.fetchJeSchedulesPage.match), (0, operators_1.mergeMap)((action) => {
     const state = state$.value;
-    const { period } = action.payload;
+    const { period, isAccrualEnabled } = action.payload;
     const { selectedPageTab } = state.expenseAutomationJESchedulesViewState.uiState;
-    // Actual Matching has its own CES slice and API; warming it with fetchJeSchedules
-    // would prefetch the wrong endpoint. Only Review <-> Existing share that fetch.
+    const actions = [];
+    // AM is chrome-only on ALL_JE_PAGE_TABS; warming it with fetchJeSchedules
+    // would hit the wrong endpoint.
     const otherPageTab = jeSchedulesViewState_1.ALL_JE_PAGE_TABS.find((pageTab) => pageTab !== selectedPageTab && pageTab !== 'actual_matching');
-    if (otherPageTab == null) {
-        return rxjs_1.EMPTY;
-    }
     const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
     const selectedPeriod = state.expenseAutomationViewState.selectedPeriodByTenantId[currentTenant.tenantId];
-    if (selectedPeriod == null) {
-        return rxjs_1.EMPTY;
+    if (otherPageTab != null && selectedPeriod != null) {
+        const otherPeriodTabKey = (0, jeSchedulesViewState_1.getJESchedulePeriodTabKey)(otherPageTab, (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod));
+        const isOtherTabAlreadyLoaded = state.expenseAutomationJESchedulesViewState
+            .jeScheduleTransactionKeysByPeriodAndTab[otherPeriodTabKey] != null;
+        if (!isOtherTabAlreadyLoaded) {
+            actions.push((0, jeSchedulesViewReducer_1.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 = (0, timePeriod_1.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((0, actualMatchingViewReducer_1.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 = (0, jeSchedulesViewState_1.getJESchedulePeriodTabKey)(otherPageTab, (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod));
-    const isOtherTabAlreadyLoaded = state.expenseAutomationJESchedulesViewState
-        .jeScheduleTransactionKeysByPeriodAndTab[otherPeriodTabKey] != null;
-    if (isOtherTabAlreadyLoaded) {
+    if (actions.length === 0) {
         return rxjs_1.EMPTY;
     }
-    return (0, rxjs_1.of)((0, jeSchedulesViewReducer_1.fetchJeSchedules)(period, true, otherPageTab));
+    return (0, rxjs_1.from)(actions);
 }));
 exports.prefetchOtherJeSchedulesTabEpic = prefetchOtherJeSchedulesTabEpic;

package/lib/view/expenseAutomationView/epics/jeSchedule/switchJESchedulesTabEpic.d.ts

@@ -1,7 +1,6 @@
 import { ActionsObservable, StateObservable } from 'redux-observable';
 import { Observable } from 'rxjs';
 import { RootState } from '../../../../reducer';
-import { fetchActualMatchingPage } from '../../reducers/actualMatchingViewReducer';
 import { fetchJeSchedulesPage, updateJESchedulesUIState } from '../../reducers/jeSchedulesViewReducer';
-export type ActionType = ReturnType<typeof fetchActualMatchingPage> | ReturnType<typeof fetchJeSchedulesPage> | ReturnType<typeof updateJESchedulesUIState>;
+export type ActionType = ReturnType<typeof fetchJeSchedulesPage> | ReturnType<typeof updateJESchedulesUIState>;
 export declare const switchJESchedulesTabEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => Observable<ActionType>;

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

@@ -5,13 +5,17 @@ const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const timePeriod_1 = require("../../../../commonStateTypes/timePeriod");
 const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
-const actualMatchingViewReducer_1 = require("../../reducers/actualMatchingViewReducer");
 const jeSchedulesViewReducer_1 = require("../../reducers/jeSchedulesViewReducer");
-const switchJESchedulesTabEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(jeSchedulesViewReducer_1.updateJESchedulesUIState.match), (0, operators_1.filter)((action) => action.payload.selectedPageTab != null), (0, operators_1.mergeMap)(() => {
+const switchJESchedulesTabEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(jeSchedulesViewReducer_1.updateJESchedulesUIState.match), (0, operators_1.filter)((action) => action.payload.selectedPageTab != null), (0, operators_1.mergeMap)((action) => {
     const state = state$.value;
+    const nextTab = action.payload.selectedPageTab;
     const { fetchState, refreshStatus } = state.expenseAutomationJESchedulesViewState;
-    if (fetchState === 'In-Progress' ||
-        refreshStatus.fetchState === 'In-Progress') {
+    // Review/Existing share `/1.0/schedules`; skip a second JE fetch while one
+    // is in flight. AM is a different endpoint — do not block it on JE
+    // In-Progress or the tab stays on a skeleton until the user leaves.
+    if (nextTab !== 'actual_matching' &&
+        (fetchState === 'In-Progress' ||
+            refreshStatus.fetchState === 'In-Progress')) {
         return rxjs_1.EMPTY;
     }
     const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
@@ -28,10 +32,6 @@ const switchJESchedulesTabEpic = (actions$, state$) => actions$.pipe((0, operato
     if (timePeriodStart == null || timePeriodEnd == null) {
         return rxjs_1.EMPTY;
     }
-    const { selectedPageTab } = state.expenseAutomationJESchedulesViewState.uiState;
-    if (selectedPageTab === 'actual_matching') {
-        return (0, rxjs_1.of)((0, actualMatchingViewReducer_1.fetchActualMatchingPage)({ start: timePeriodStart, end: timePeriodEnd }, true));
-    }
     return (0, rxjs_1.of)((0, jeSchedulesViewReducer_1.fetchJeSchedulesPage)({ start: timePeriodStart, end: timePeriodEnd }, true));
 }));
 exports.switchJESchedulesTabEpic = switchJESchedulesTabEpic;

package/lib/view/expenseAutomationView/expenseAutomationViewReducer.d.ts

@@ -2,9 +2,10 @@ import { ID } from '../../commonStateTypes/common';
 import { MonthYearPeriod } from '../../commonStateTypes/timePeriod';
 import { ExpenseAutomationViewState } from './expenseAutomationViewState';
 export declare const initialState: ExpenseAutomationViewState;
-export declare const fetchAllExpenseAutomationTabs: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[cacheOverride?: boolean | undefined, refreshViewInBackground?: boolean | undefined], {
+export declare const fetchAllExpenseAutomationTabs: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[cacheOverride?: boolean | undefined, refreshViewInBackground?: boolean | undefined, isAccrualEnabled?: boolean | undefined], {
     cacheOverride: boolean;
     refreshViewInBackground: boolean;
+    isAccrualEnabled: boolean;
 }, "expenseAutomationView/fetchAllExpenseAutomationTabs", never, never>, updateCurrentSelectedPeriod: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[tenantId: string, newSelectedPeriod: MonthYearPeriod], {
     newSelectedPeriod: MonthYearPeriod;
     tenantId: string;

package/lib/view/expenseAutomationView/expenseAutomationViewReducer.js

@@ -23,11 +23,12 @@ const expenseAutomationView = (0, toolkit_1.createSlice)({
             reducer() {
                 //do nothing
             },
-            prepare(cacheOverride = false, refreshViewInBackground = false) {
+            prepare(cacheOverride = false, refreshViewInBackground = false, isAccrualEnabled = false) {
                 return {
                     payload: {
                         cacheOverride,
                         refreshViewInBackground,
+                        isAccrualEnabled,
                     },
                 };
             },

package/lib/view/expenseAutomationView/expenseAutomationViewSelector.js

@@ -25,7 +25,7 @@ const isPreviousStepDisabled = (selectedTransactionCategorizationTab, allSteps,
     return allSteps[stepIndex - 1].isDisabled;
 };
 function getExpenseAutomationView(state) {
-    const { expenseAutomationViewState, tenantState, expenseAutomationMissingReceiptsViewState, expenseAutomationJESchedulesViewState, expenseAutomationActualMatchingViewState, expenseAutomationTransactionsViewState, expenseAutomationReconciliationViewState, monthEndCloseChecksState, companyState, } = state;
+    const { expenseAutomationViewState, tenantState, expenseAutomationMissingReceiptsViewState, expenseAutomationJESchedulesViewState, expenseAutomationTransactionsViewState, expenseAutomationReconciliationViewState, monthEndCloseChecksState, companyState, } = state;
     const { loggedInUser, currentTenantId } = tenantState;
     const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
     const { currentSelectedView, selectedPeriodByTenantId } = expenseAutomationViewState;
@@ -46,6 +46,7 @@ function getExpenseAutomationView(state) {
     const reconciliation = (0, reconciliationViewSelector_1.getExpenseAutomationReconciliationView)(state);
     const expenseAutomationTransactionsView = (0, transactionCategorizationSelector_1.getExpenseAutomationTransactionView)(state);
     const jeSchedules = (0, jeSchedulesViewSelector_1.getExpenseAutomationJESchedulesView)(state);
+    // Top-level sibling of `jeSchedules`: see ExpenseAutomationViewSelector.
     const actualMatching = (0, actualMatchingViewSelector_1.getExpenseAutomationActualMatchingView)(state);
     switch (currentSelectedView) {
         case 'reconciliation':
@@ -104,10 +105,12 @@ function getExpenseAutomationView(state) {
             };
             break;
     }
+    // AM is optional (flag-off / background prefetch) and must not keep the
+    // page-level AND-complete fetchState stuck on Not-Started. Tab chrome uses
+    // currentSelectedViewFetchState, which already switches to AM when selected.
     const fetchStateVariables = [
         expenseAutomationMissingReceiptsViewState,
         expenseAutomationJESchedulesViewState,
-        expenseAutomationActualMatchingViewState,
         expenseAutomationTransactionsView,
         expenseAutomationReconciliationViewState,
     ];

package/lib/view/expenseAutomationView/expenseAutomationViewState.d.ts

@@ -1,8 +1,9 @@
 import { FetchStateAndError, FetchedState, ID } from '../../commonStateTypes/common';
 import { MonthYearPeriod } from '../../commonStateTypes/timePeriod';
-export declare const EXPENSE_AUTOMATION_VIEW_TYPES: readonly ["transaction_categorization", "je_schedules", "reconciliation", "missing_receipts", "flux_analysis", "month_end_insights"];
 export declare const toExpenseAutomationViewType: (v: string) => "transaction_categorization" | "je_schedules" | "reconciliation" | "missing_receipts" | "flux_analysis" | "month_end_insights";
 export type ExpenseAutomationViewType = ReturnType<typeof toExpenseAutomationViewType>;
+/** Unlike `toExpenseAutomationViewType`, unknown strings return `undefined`. */
+export declare const toExpenseAutomationViewTypeStrict: (v: string) => ExpenseAutomationViewType | undefined;
 export interface ExpenseAutomationViewState extends FetchedState {
     currentSelectedView: ExpenseAutomationViewType;
     saveStatus: FetchStateAndError;

package/lib/view/expenseAutomationView/expenseAutomationViewState.js

@@ -1,8 +1,8 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.toExpenseAutomationViewType = exports.EXPENSE_AUTOMATION_VIEW_TYPES = void 0;
+exports.toExpenseAutomationViewTypeStrict = exports.toExpenseAutomationViewType = void 0;
 const stringToUnion_1 = require("../../commonStateTypes/stringToUnion");
-exports.EXPENSE_AUTOMATION_VIEW_TYPES = [
+const EXPENSE_AUTOMATION_VIEW_TYPES = [
     'transaction_categorization',
     'je_schedules',
     'reconciliation',
@@ -10,5 +10,8 @@ exports.EXPENSE_AUTOMATION_VIEW_TYPES = [
     'flux_analysis',
     'month_end_insights',
 ];
-const toExpenseAutomationViewType = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.EXPENSE_AUTOMATION_VIEW_TYPES);
+const toExpenseAutomationViewType = (v) => (0, stringToUnion_1.stringToUnion)(v, EXPENSE_AUTOMATION_VIEW_TYPES);
 exports.toExpenseAutomationViewType = toExpenseAutomationViewType;
+/** Unlike `toExpenseAutomationViewType`, unknown strings return `undefined`. */
+const toExpenseAutomationViewTypeStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v, EXPENSE_AUTOMATION_VIEW_TYPES);
+exports.toExpenseAutomationViewTypeStrict = toExpenseAutomationViewTypeStrict;

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts

@@ -39,7 +39,7 @@ export declare const getLineItemsByTransactionsIdsFromResponse: (transactions: S
 export declare const getLineItemsByTransactionIdsFromLocalData: (transactionLocalData: TransactionReviewLocalDataSelectorView[], selectedTab: TransactionsTab) => Record<ID, string[]>;
 export declare const mergeTabSpecificLineItems: (currentTabSpecificLineItems: TabSpecificLineItems, selectedTab: TransactionsTab, newLineItems: TabSpecificLineItems) => TabSpecificLineItems;
 export declare const getSnackbarMessageForTransactionReview: (updatedCount: number, failedCount: number, categorizedCount: number) => {
-    messageSection: "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";
+    messageSection: "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";
     messageText: "notification" | "failed" | "success";
     type: "error" | "success" | "info";
     variables: {

package/lib/view/expenseAutomationView/payload/actualMatchingPayload.d.ts

@@ -1,6 +1,6 @@
 import { ID } from '../../../commonStateTypes/common';
 import { TimePeriod } from '../../../commonStateTypes/timePeriod';
-import { ActualMatchingListResponsePayload } from '../../../entity/actualMatching/actualMatchingPayload';
+import { ActualMatchingListResponsePayload, DisplayCurrencyFallback } from '../../../entity/actualMatching/actualMatchingPayload';
 import { JEOneTimeAccrualPayload } from '../../../entity/jeSchedules/jeSchedulesPayload';
 import { ZeniAPIResponse } from '../../../responsePayload';
 import { ActualMatchingTransactionSearchResult, MatchAndReverseResult, UndoReversalResult } from '../types/actualMatchingViewState';
@@ -47,10 +47,10 @@ export interface MatchTransactionSearchResponsePayload {
     next_page_token?: string | null;
 }
 export type MatchTransactionSearchResponse = ZeniAPIResponse<MatchTransactionSearchResponsePayload>;
-export declare function toActualMatchingTransactionSearchResult(payload: MatchTransactionSearchResultPayload): ActualMatchingTransactionSearchResult;
+export declare function toActualMatchingTransactionSearchResult(payload: MatchTransactionSearchResultPayload, fallbackCurrency?: DisplayCurrencyFallback): ActualMatchingTransactionSearchResult;
 export interface MatchAndReverseRequestPayload {
     accrual_ids: ID[];
-    line_id: string;
+    line_ids: ID[];
     transaction_id: ID;
     transaction_integration_id: string;
     transaction_sync_token: string;

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

@@ -9,8 +9,6 @@ const actualMatchingViewState_1 = require("../types/actualMatchingViewState");
 function toServiceMonthFromPeriod(period) {
     return (0, timePeriod_1.toString)(period.start).slice(0, 7);
 }
-const DEFAULT_CURRENCY_CODE = 'USD';
-const DEFAULT_CURRENCY_SYMBOL = '$';
 function resolveMatchSearchAmount(payload) {
     const raw = payload.total_amount ?? payload.amount;
     if (typeof raw === 'number' && Number.isFinite(raw)) {
@@ -24,22 +22,24 @@ function resolveMatchSearchAmount(payload) {
     }
     return 0;
 }
-function resolveMatchSearchCurrencySymbol(payload, currencyCode) {
+function resolveMatchSearchCurrencySymbol(payload, currencyCode, fallbackCurrency) {
     if (payload.currency_symbol != null && payload.currency_symbol !== '') {
         return payload.currency_symbol;
     }
-    return currencyCode === DEFAULT_CURRENCY_CODE
-        ? DEFAULT_CURRENCY_SYMBOL
-        : currencyCode;
+    if (fallbackCurrency != null &&
+        currencyCode === fallbackCurrency.currencyCode) {
+        return fallbackCurrency.currencySymbol;
+    }
+    return currencyCode;
 }
-function toActualMatchingTransactionSearchResult(payload) {
+function toActualMatchingTransactionSearchResult(payload, fallbackCurrency) {
     const currencyCode = payload.currency_code != null && payload.currency_code !== ''
         ? payload.currency_code
-        : DEFAULT_CURRENCY_CODE;
+        : fallbackCurrency?.currencyCode ?? '';
     return {
         transactionId: payload.transaction_id,
         transactionIntegrationId: payload.transaction_integration_id,
-        transactionType: payload.transaction_type,
+        transactionType: (payload.transaction_type || '').toLowerCase(),
         lineId: payload.line_id,
         vendorId: payload.vendor_id ?? undefined,
         vendorName: payload.vendor_name ?? '',
@@ -51,7 +51,7 @@ function toActualMatchingTransactionSearchResult(payload) {
         accountingClassId: payload.accounting_class_id ?? undefined,
         accountingClassName: payload.accounting_class_name ?? undefined,
         currencyCode,
-        currencySymbol: resolveMatchSearchCurrencySymbol(payload, currencyCode),
+        currencySymbol: resolveMatchSearchCurrencySymbol(payload, currencyCode, fallbackCurrency),
         transactionMemo: payload.transaction_memo ?? undefined,
         transactionDescription: payload.transaction_description ?? undefined,
         transactionTypeName: payload.transaction_type_name ?? undefined,

package/lib/view/expenseAutomationView/reducers/actualMatchingViewReducer.d.ts

@@ -2,12 +2,12 @@ import { MonthYearPeriod, TimePeriod } from '../../../commonStateTypes/timePerio
 import { ActualMatchingMatchId } from '../../../entity/actualMatching/actualMatchingTypes';
 import { JEOneTimeAccrualPayload } from '../../../entity/jeSchedules/jeSchedulesPayload';
 import { ZeniAPIStatus } from '../../../responsePayload';
-import { ActualMatchingAccrualSearchState, ActualMatchingMatchModalState, ActualMatchingTransactionSearchResult, ActualMatchingTransactionSearchState, ActualMatchingViewState, ActualMatchingViewUIState, MatchAndReverseAccrualsParams, MatchAndReverseResult, UndoReversalAccrualsParams, UndoReversalResult } from '../types/actualMatchingViewState';
+import { ActualMatchingAccrualSearchState, ActualMatchingMatchModalState, ActualMatchingTransactionSearchResult, ActualMatchingTransactionSearchState, ActualMatchingViewState, ActualMatchingViewUIState, MatchAndReverseResult, UndoReversalResult } from '../types/actualMatchingViewState';
 export declare const initialTransactionSearchState: ActualMatchingTransactionSearchState;
 export declare const initialAccrualSearchState: ActualMatchingAccrualSearchState;
 export declare const initialMatchModalState: ActualMatchingMatchModalState;
 export declare const initialState: ActualMatchingViewState;
-export declare const clearActualMatchingView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationActualMatchingView/clearActualMatchingView">, clearMatchNewModal: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationActualMatchingView/clearMatchNewModal">, closeMatchNewModal: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationActualMatchingView/closeMatchNewModal">, fetchActualMatching: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[period: TimePeriod, refreshViewInBackground?: any], {
+export declare const ackCloseMatchAfterUndo: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationActualMatchingView/ackCloseMatchAfterUndo">, clearActualMatchingView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationActualMatchingView/clearActualMatchingView">, clearMatchNewModal: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationActualMatchingView/clearMatchNewModal">, closeMatchNewModal: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationActualMatchingView/closeMatchNewModal">, fetchActualMatching: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[period: TimePeriod, refreshViewInBackground?: any], {
     period: TimePeriod;
     refreshViewInBackground: any;
 }, "expenseAutomationActualMatchingView/fetchActualMatching", never, never>, fetchActualMatchingFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
@@ -31,16 +31,21 @@ export declare const clearActualMatchingView: import("@reduxjs/toolkit").ActionC
     matchIds: ActualMatchingMatchId[];
     refreshViewInBackground: boolean;
     selectedPeriod: MonthYearPeriod;
-}, "expenseAutomationActualMatchingView/fetchActualMatchingSuccess">, matchAndReverseAccruals: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[params: MatchAndReverseAccrualsParams], MatchAndReverseAccrualsParams, "expenseAutomationActualMatchingView/matchAndReverseAccruals", never, never>, matchAndReverseAccrualsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "expenseAutomationActualMatchingView/fetchActualMatchingSuccess">, matchAndReverseAccruals: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: string, transactionIntegrationId: string, transactionType: string, lineIds: string[], transactionSyncToken: string, accrualIds: string[]], {
+    transactionId: string;
+    transactionIntegrationId: string;
+    transactionType: string;
+    lineIds: string[];
+    transactionSyncToken: string;
+    accrualIds: string[];
+}, "expenseAutomationActualMatchingView/matchAndReverseAccruals", never, never>, matchAndReverseAccrualsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     status: ZeniAPIStatus;
 }, "expenseAutomationActualMatchingView/matchAndReverseAccrualsFailure">, matchAndReverseAccrualsSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     results: MatchAndReverseResult[];
+    matchId?: ActualMatchingMatchId;
 }, "expenseAutomationActualMatchingView/matchAndReverseAccrualsSuccess">, openMatchNewModal: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[matchId?: string | undefined], {
     matchId: string | undefined;
-}, "expenseAutomationActualMatchingView/openMatchNewModal", never, never>, searchMatchAccruals: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[{
-    query: string;
-    pageToken?: string | null;
-}], {
+}, "expenseAutomationActualMatchingView/openMatchNewModal", never, never>, searchMatchAccruals: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[query: string, pageToken?: string | null | undefined], {
     query: string;
     pageToken: string | undefined;
 }, "expenseAutomationActualMatchingView/searchMatchAccruals", never, never>, searchMatchAccrualsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
@@ -49,12 +54,7 @@ export declare const clearActualMatchingView: import("@reduxjs/toolkit").ActionC
     append: boolean;
     nextPageToken: string | null;
     results: JEOneTimeAccrualPayload[];
-}, "expenseAutomationActualMatchingView/searchMatchAccrualsSuccess">, searchMatchTransactions: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[{
-    query: string;
-    pageToken?: string | null;
-    transactionIntegrationId?: string;
-    transactionType?: string;
-}], {
+}, "expenseAutomationActualMatchingView/searchMatchAccrualsSuccess">, searchMatchTransactions: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[query: string, pageToken?: string | null | undefined, transactionType?: string | undefined, transactionIntegrationId?: string | undefined], {
     query: string;
     pageToken: string | undefined;
     transactionType: string | undefined;
@@ -65,10 +65,15 @@ export declare const clearActualMatchingView: import("@reduxjs/toolkit").ActionC
     append: boolean;
     nextPageToken: string | null;
     results: ActualMatchingTransactionSearchResult[];
-}, "expenseAutomationActualMatchingView/searchMatchTransactionsSuccess">, undoReversalAccruals: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[params: UndoReversalAccrualsParams], UndoReversalAccrualsParams, "expenseAutomationActualMatchingView/undoReversalAccruals", never, never>, undoReversalAccrualsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "expenseAutomationActualMatchingView/searchMatchTransactionsSuccess">, undoReversalAccruals: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[matchId: string, accrualIds: string[]], {
+    matchId: string;
+    accrualIds: string[];
+}, "expenseAutomationActualMatchingView/undoReversalAccruals", never, never>, undoReversalAccrualsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    matchId: ActualMatchingMatchId;
     status: ZeniAPIStatus;
-}, "expenseAutomationActualMatchingView/undoReversalAccrualsFailure">, undoReversalAccrualsSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "expenseAutomationActualMatchingView/undoReversalAccrualsFailure">, undoReversalAccrualsSuccess: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[matchId: string, results: UndoReversalResult[]], {
+    matchId: string;
     results: UndoReversalResult[];
-}, "expenseAutomationActualMatchingView/undoReversalAccrualsSuccess">, updateActualMatchingUIState: import("@reduxjs/toolkit").ActionCreatorWithPayload<Partial<ActualMatchingViewUIState>, "expenseAutomationActualMatchingView/updateActualMatchingUIState">;
+}, "expenseAutomationActualMatchingView/undoReversalAccrualsSuccess", never, never>, updateActualMatchingUIState: import("@reduxjs/toolkit").ActionCreatorWithPayload<Partial<ActualMatchingViewUIState>, "expenseAutomationActualMatchingView/updateActualMatchingUIState">;
 declare const _default: import("redux").Reducer<ActualMatchingViewState>;
 export default _default;