@zeniai/client-epic-state 5.2.39 → 5.2.41-beta1MM

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Files changed (124) hide show
  1. package/lib/entity/actualMatching/actualMatchingPayload.d.ts +31 -0
  2. package/lib/entity/actualMatching/actualMatchingPayload.js +52 -0
  3. package/lib/entity/actualMatching/actualMatchingReducer.d.ts +9 -0
  4. package/lib/entity/actualMatching/actualMatchingReducer.js +33 -0
  5. package/lib/entity/actualMatching/actualMatchingSelector.d.ts +3 -0
  6. package/lib/entity/actualMatching/actualMatchingSelector.js +6 -0
  7. package/lib/entity/actualMatching/actualMatchingState.d.ts +23 -0
  8. package/lib/entity/actualMatching/actualMatchingState.js +2 -0
  9. package/lib/entity/actualMatching/actualMatchingTypes.d.ts +1 -0
  10. package/lib/entity/actualMatching/actualMatchingTypes.js +2 -0
  11. package/lib/entity/aiCfo/aiCfoReducer.js +78 -4
  12. package/lib/entity/aiCfo/aiCfoState.d.ts +16 -0
  13. package/lib/entity/file/fileReducer.d.ts +8 -0
  14. package/lib/entity/file/fileReducer.js +10 -2
  15. package/lib/entity/invoicing/invoicingCommonPayload.d.ts +14 -1
  16. package/lib/entity/jeSchedules/jeSchedulesPayload.d.ts +31 -0
  17. package/lib/entity/jeSchedules/jeSchedulesPayload.js +53 -0
  18. package/lib/entity/jeSchedules/jeSchedulesState.d.ts +33 -0
  19. package/lib/entity/snackbar/snackbarTypes.d.ts +1 -1
  20. package/lib/entity/snackbar/snackbarTypes.js +2 -0
  21. package/lib/epic.d.ts +8 -1
  22. package/lib/epic.js +14 -0
  23. package/lib/esm/entity/actualMatching/actualMatchingPayload.js +48 -0
  24. package/lib/esm/entity/actualMatching/actualMatchingReducer.js +30 -0
  25. package/lib/esm/entity/actualMatching/actualMatchingSelector.js +3 -0
  26. package/lib/esm/entity/actualMatching/actualMatchingState.js +1 -0
  27. package/lib/esm/entity/actualMatching/actualMatchingTypes.js +1 -0
  28. package/lib/esm/entity/aiCfo/aiCfoReducer.js +79 -5
  29. package/lib/esm/entity/file/fileReducer.js +10 -2
  30. package/lib/esm/entity/jeSchedules/jeSchedulesPayload.js +53 -0
  31. package/lib/esm/entity/snackbar/snackbarTypes.js +2 -0
  32. package/lib/esm/epic.js +14 -0
  33. package/lib/esm/index.js +7 -3
  34. package/lib/esm/reducer.js +6 -0
  35. package/lib/esm/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.js +25 -12
  36. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/actualMatching/fetchActualMatchingEpic.js +46 -0
  37. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/actualMatching/fetchActualMatchingMatchEpic.js +36 -0
  38. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/actualMatching/fetchActualMatchingPageEpic.js +7 -0
  39. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/actualMatching/matchAndReverseAccrualsEpic.js +108 -0
  40. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/actualMatching/refreshActualMatchingList.js +16 -0
  41. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/actualMatching/searchMatchAccrualsEpic.js +60 -0
  42. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/actualMatching/searchMatchTransactionsEpic.js +74 -0
  43. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/actualMatching/undoReversalAccrualsEpic.js +78 -0
  44. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulePageEpic.js +13 -3
  45. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/prefetchOtherJeSchedulesTabEpic.js +40 -15
  46. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/switchJESchedulesTabEpic.js +19 -8
  47. package/lib/esm/view/expenseAutomationView/expenseAutomationViewReducer.js +2 -1
  48. package/lib/esm/view/expenseAutomationView/expenseAutomationViewSelector.js +24 -6
  49. package/lib/esm/view/expenseAutomationView/expenseAutomationViewState.js +4 -2
  50. package/lib/esm/view/expenseAutomationView/payload/actualMatchingPayload.js +68 -0
  51. package/lib/esm/view/expenseAutomationView/reducers/actualMatchingViewReducer.js +462 -0
  52. package/lib/esm/view/expenseAutomationView/reducers/jeSchedulesViewReducer.js +2 -1
  53. package/lib/esm/view/expenseAutomationView/selectorTypes/actualMatchingViewSelectorTypes.js +1 -0
  54. package/lib/esm/view/expenseAutomationView/selectors/actualMatchingViewSelector.js +426 -0
  55. package/lib/esm/view/expenseAutomationView/selectors/jeSchedulesViewSelector.js +4 -0
  56. package/lib/esm/view/expenseAutomationView/types/actualMatchingViewState.js +38 -0
  57. package/lib/esm/view/expenseAutomationView/types/jeSchedulesViewState.js +8 -1
  58. package/lib/esm/view/financeStatement/financeStatementReducer.js +17 -27
  59. package/lib/esm/view/invoicing/editInvoicingCustomerDetailView/editInvoicingCustomerDetailViewSelector.js +1 -1
  60. package/lib/esm/view/invoicing/settingsView/epics/fetchInvoicingSettingsEpic.js +6 -0
  61. package/lib/esm/view/invoicing/settingsView/epics/saveInvoicingSettingsEpic.js +7 -0
  62. package/lib/esm/view/invoicing/settingsView/invoicingBrandingFormConfig.js +1 -1
  63. package/lib/esm/view/invoicing/settingsView/settingsViewSelector.js +5 -0
  64. package/lib/esm/view/invoicing/settingsView/submitInvoicingBrandingFormEpic.js +9 -0
  65. package/lib/index.d.ts +14 -5
  66. package/lib/index.js +82 -48
  67. package/lib/reducer.d.ts +2 -0
  68. package/lib/reducer.js +6 -0
  69. package/lib/rootStateTypes.d.ts +4 -0
  70. package/lib/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.js +25 -12
  71. package/lib/view/expenseAutomationView/epics/jeSchedule/actualMatching/fetchActualMatchingEpic.d.ts +9 -0
  72. package/lib/view/expenseAutomationView/epics/jeSchedule/actualMatching/fetchActualMatchingEpic.js +50 -0
  73. package/lib/view/expenseAutomationView/epics/jeSchedule/actualMatching/fetchActualMatchingMatchEpic.d.ts +12 -0
  74. package/lib/view/expenseAutomationView/epics/jeSchedule/actualMatching/fetchActualMatchingMatchEpic.js +40 -0
  75. package/lib/view/expenseAutomationView/epics/jeSchedule/actualMatching/fetchActualMatchingPageEpic.d.ts +5 -0
  76. package/lib/view/expenseAutomationView/epics/jeSchedule/actualMatching/fetchActualMatchingPageEpic.js +11 -0
  77. package/lib/view/expenseAutomationView/epics/jeSchedule/actualMatching/matchAndReverseAccrualsEpic.d.ts +9 -0
  78. package/lib/view/expenseAutomationView/epics/jeSchedule/actualMatching/matchAndReverseAccrualsEpic.js +112 -0
  79. package/lib/view/expenseAutomationView/epics/jeSchedule/actualMatching/refreshActualMatchingList.d.ts +3 -0
  80. package/lib/view/expenseAutomationView/epics/jeSchedule/actualMatching/refreshActualMatchingList.js +19 -0
  81. package/lib/view/expenseAutomationView/epics/jeSchedule/actualMatching/searchMatchAccrualsEpic.d.ts +9 -0
  82. package/lib/view/expenseAutomationView/epics/jeSchedule/actualMatching/searchMatchAccrualsEpic.js +64 -0
  83. package/lib/view/expenseAutomationView/epics/jeSchedule/actualMatching/searchMatchTransactionsEpic.d.ts +8 -0
  84. package/lib/view/expenseAutomationView/epics/jeSchedule/actualMatching/searchMatchTransactionsEpic.js +78 -0
  85. package/lib/view/expenseAutomationView/epics/jeSchedule/actualMatching/undoReversalAccrualsEpic.d.ts +9 -0
  86. package/lib/view/expenseAutomationView/epics/jeSchedule/actualMatching/undoReversalAccrualsEpic.js +82 -0
  87. package/lib/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulePageEpic.d.ts +2 -1
  88. package/lib/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulePageEpic.js +13 -3
  89. package/lib/view/expenseAutomationView/epics/jeSchedule/prefetchOtherJeSchedulesTabEpic.d.ts +5 -1
  90. package/lib/view/expenseAutomationView/epics/jeSchedule/prefetchOtherJeSchedulesTabEpic.js +39 -14
  91. package/lib/view/expenseAutomationView/epics/jeSchedule/switchJESchedulesTabEpic.js +18 -7
  92. package/lib/view/expenseAutomationView/expenseAutomationViewReducer.d.ts +2 -1
  93. package/lib/view/expenseAutomationView/expenseAutomationViewReducer.js +2 -1
  94. package/lib/view/expenseAutomationView/expenseAutomationViewSelector.js +24 -6
  95. package/lib/view/expenseAutomationView/expenseAutomationViewState.d.ts +2 -1
  96. package/lib/view/expenseAutomationView/expenseAutomationViewState.js +6 -3
  97. package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +1 -1
  98. package/lib/view/expenseAutomationView/payload/actualMatchingPayload.d.ts +85 -0
  99. package/lib/view/expenseAutomationView/payload/actualMatchingPayload.js +74 -0
  100. package/lib/view/expenseAutomationView/reducers/actualMatchingViewReducer.d.ts +79 -0
  101. package/lib/view/expenseAutomationView/reducers/actualMatchingViewReducer.js +466 -0
  102. package/lib/view/expenseAutomationView/reducers/jeSchedulesViewReducer.d.ts +6 -5
  103. package/lib/view/expenseAutomationView/reducers/jeSchedulesViewReducer.js +2 -1
  104. package/lib/view/expenseAutomationView/selectorTypes/actualMatchingViewSelectorTypes.d.ts +87 -0
  105. package/lib/view/expenseAutomationView/selectorTypes/actualMatchingViewSelectorTypes.js +2 -0
  106. package/lib/view/expenseAutomationView/selectorTypes/expenseAutomationViewSelectorTypes.d.ts +11 -0
  107. package/lib/view/expenseAutomationView/selectors/actualMatchingViewSelector.d.ts +38 -0
  108. package/lib/view/expenseAutomationView/selectors/actualMatchingViewSelector.js +445 -0
  109. package/lib/view/expenseAutomationView/selectors/jeSchedulesViewSelector.js +4 -0
  110. package/lib/view/expenseAutomationView/types/actualMatchingViewState.d.ts +106 -0
  111. package/lib/view/expenseAutomationView/types/actualMatchingViewState.js +46 -0
  112. package/lib/view/expenseAutomationView/types/jeSchedulesViewState.d.ts +1 -1
  113. package/lib/view/expenseAutomationView/types/jeSchedulesViewState.js +8 -1
  114. package/lib/view/financeStatement/financeStatementReducer.js +17 -27
  115. package/lib/view/invoicing/editInvoicingCustomerDetailView/editInvoicingCustomerDetailViewSelector.js +1 -1
  116. package/lib/view/invoicing/settingsView/epics/fetchInvoicingSettingsEpic.js +6 -0
  117. package/lib/view/invoicing/settingsView/epics/saveInvoicingSettingsEpic.js +7 -0
  118. package/lib/view/invoicing/settingsView/epics/settingsViewActionType.d.ts +2 -1
  119. package/lib/view/invoicing/settingsView/invoicingBrandingFormConfig.js +1 -1
  120. package/lib/view/invoicing/settingsView/settingsViewSelector.d.ts +8 -0
  121. package/lib/view/invoicing/settingsView/settingsViewSelector.js +5 -0
  122. package/lib/view/invoicing/settingsView/submitInvoicingBrandingFormEpic.d.ts +2 -1
  123. package/lib/view/invoicing/settingsView/submitInvoicingBrandingFormEpic.js +9 -0
  124. package/package.json +1 -1
package/lib/esm/index.js CHANGED
@@ -184,10 +184,11 @@ import { updateDashboardLayout } from './view/dashboardLayout/dashboardLayoutRed
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  import uploadAccountStatementIntoDocumentAI from './view/expenseAutomationView/epics/accountRecon/uploadAccountStatementDocumentAIHelper';
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  import { fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedPeriod, updateCurrentSelectedView, } from './view/expenseAutomationView/expenseAutomationViewReducer';
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  import { getExpenseAutomationView } from './view/expenseAutomationView/expenseAutomationViewSelector';
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- import { toExpenseAutomationViewType, } from './view/expenseAutomationView/expenseAutomationViewState';
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+ import { toExpenseAutomationViewType, toExpenseAutomationViewTypeStrict, } from './view/expenseAutomationView/expenseAutomationViewState';
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  import { computeNewScheduleJeDetails } from './view/expenseAutomationView/helpers/newScheduleLocalDataHelper';
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  import { isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardCreditType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, } from './view/expenseAutomationView/helpers/reconciliationHelpers';
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  import { MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, } from './view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper';
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+ import { ackCloseMatchAfterUndo, clearActualMatchingView as clearExpenseAutomationActualMatchingView, clearMatchNewModal, closeMatchNewModal, fetchActualMatching as fetchExpenseAutomationActualMatching, fetchActualMatchingMatch, fetchActualMatchingPage as fetchExpenseAutomationActualMatchingPage, matchAndReverseAccruals, openMatchNewModal, searchMatchAccruals, searchMatchTransactions, undoReversalAccruals, updateActualMatchingUIState as updateExpenseAutomationActualMatchingUIState, } from './view/expenseAutomationView/reducers/actualMatchingViewReducer';
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  import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFluxAnalysisView, updateFluxAnalysisViewPageMetaData, updateFluxAnalysisViewUIState, updateOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview, } from './view/expenseAutomationView/reducers/fluxAnalysisViewReducer';
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  import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, clearSearchTransactionsForNewSchedule as clearJeSearchTransactionsForNewSchedule, createOneTimeAccrual, createOneTimeAccrualFailure, createOneTimeAccrualSuccess, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, fetchOneTimeAccrual, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, ignoreOneTimeAccrual, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeNewSchedule as initializeJeNewSchedule, initializeJeScheduleLocalData, promoteOneTimeAccrual, removeJeOneTimeAccrualLocalData, removeJeScheduleTransactionKey, resetNewScheduleLocalData as resetJeNewScheduleLocalData, retryJeSchedule as retryExpenseAutomationJESchedule, revertJeSchedule, revertOneTimeAccrual, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, saveNewSchedule as saveJeNewSchedule, saveNewScheduleFailure as saveJeNewScheduleFailure, saveNewScheduleSuccess as saveJeNewScheduleSuccess, searchTransactionsForNewSchedule as searchJeTransactionsForNewSchedule, searchTransactionsForNewScheduleFailure as searchJeTransactionsForNewScheduleFailure, searchTransactionsForNewScheduleSuccess as searchJeTransactionsForNewScheduleSuccess, toggleJECreatedGroupCollapsed, toggleJEPendingGroupCollapsed, updateJESchedulesUIState as updateExpenseAutomationJESchedulesUIState, updateJEScheduleTypeFilter, updateNewScheduleLocalData as updateJeNewScheduleLocalData, updateJeOneTimeAccrualLocalData, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
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  import { acknowledgeBulkUploadConfirmMatchComplete, bulkUploadAutomatchingTimedOut, bulkUploadReceipts, bulkUploadReceiptsFailure, bulkUploadReceiptsSuccess, clearBulkUpload, clearBulkUploadBatchDetailsForScopeChange, clearManualSearchResults, clearMissingReceiptsTabNavigation, confirmBulkUploadMatch, confirmBulkUploadMatchFailure, confirmBulkUploadMatchSuccess, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsFailure, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, fetchBulkUploadBatchesFailure, fetchBulkUploadBatchesSuccess, fetchCompletedTransactions, fetchCompletedTransactionsFailure, fetchCompletedTransactionsSuccess, fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, markBatchDetailRefreshAttempted, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, pusherBatchStatusUpdate, refreshBatchDetailsForBatchId, requestMissingReceiptsTabNavigation, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, searchTransactionsForManualMatch, searchTransactionsForManualMatchFailure, searchTransactionsForManualMatchSuccess, setBulkUploadCompletedSubTab, setBulkUploadResultsTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, storeBatchDetails, updateBulkUploadProgress, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess, } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
@@ -199,8 +200,9 @@ import { getExpenseAutomationReconciliationView, getLedgerAccountIdsWithStatemen
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  import { getExpenseAutomationTransactionView, getLastTransferEntryReplacement, } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
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  import { applyTransactionFilters } from './view/expenseAutomationView/transactionFilterHelpers';
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  import { TRANSACTION_FILTER_CATEGORIES, } from './view/expenseAutomationView/transactionFilterTypes';
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+ import { MATCH_ACCRUAL_SEARCH_LIMIT, MATCH_SEARCH_DEBOUNCE_MS, MATCH_TRANSACTION_SEARCH_PAGE_SIZE, actualMatchingTransactionLineKey, toActualMatchingSortKey as toExpenseAutomationActualMatchingSortKey, toMatchAndReverseResultStatus, toUndoReversalResultStatus, } from './view/expenseAutomationView/types/actualMatchingViewState';
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  import { DEFAULT_COMPLETED_SUB_TAB, toCompletedSubTab, } from './view/expenseAutomationView/types/completedSubTab';
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- import { toJEScheduleSortKey as toExpenseAutomationJEScheduleSortKey, toJEPageTab, } from './view/expenseAutomationView/types/jeSchedulesViewState';
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+ import { ALL_JE_PAGE_TABS, toJEScheduleSortKey as toExpenseAutomationJEScheduleSortKey, toJEPageTab, } from './view/expenseAutomationView/types/jeSchedulesViewState';
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  import { BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toMatchSource, toMissingReceiptsTab, } from './view/expenseAutomationView/types/missingReceiptsViewState';
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  import { toMissingReceiptsSortKey as toExpenseAutomationMissingReceiptsSortKey, } from './view/expenseAutomationView/types/missingReceiptsViewState';
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  import { toReconciliationTabsType, } from './view/expenseAutomationView/types/reconciliationViewState';
@@ -489,7 +491,7 @@ export { stringToUnion, stringToUnionStrict };
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  export { fetchMonthEndCloseChecks, fetchMonthClosePerformanceTrend, getMonthEndCloseChecksViewByTenantId, ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY, };
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  export {
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  // Bulk Upload Types
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- BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, DEFAULT_COMPLETED_SUB_TAB, DEFAULT_TRANSACTION_GROUP, TRANSACTION_GROUPS, toTransactionGroup, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, toExpenseAutomationJEScheduleSortKey, toJEPageTab, toggleJECreatedGroupCollapsed, toggleJEPendingGroupCollapsed, updateJEScheduleTypeFilter, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionGroup, fetchExpenseAutomationMissingReceipts,
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+ BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, DEFAULT_COMPLETED_SUB_TAB, DEFAULT_TRANSACTION_GROUP, TRANSACTION_GROUPS, toTransactionGroup, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, actualMatchingTransactionLineKey, ALL_JE_PAGE_TABS, MATCH_ACCRUAL_SEARCH_LIMIT, MATCH_SEARCH_DEBOUNCE_MS, MATCH_TRANSACTION_SEARCH_PAGE_SIZE, toExpenseAutomationJEScheduleSortKey, toExpenseAutomationActualMatchingSortKey, toJEPageTab, toMatchAndReverseResultStatus, toUndoReversalResultStatus, toggleJECreatedGroupCollapsed, toggleJEPendingGroupCollapsed, updateJEScheduleTypeFilter, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, toExpenseAutomationViewTypeStrict, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionGroup, fetchExpenseAutomationMissingReceipts,
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  // Bulk Upload Actions
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  bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, clearBulkUploadBatchDetailsForScopeChange, markBatchDetailRefreshAttempted, refreshBatchDetailsForBatchId, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, getExpenseAutomationFluxAnalysisView, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, getLastTransferEntryReplacement, updateFluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, getExpenseAutomationReconciliationView, getLedgerAccountIdsWithStatementOverrideWarning, getLedgerAccountsForCombinedStatementMapping, getReparseStatementStatusByAccountId, getUnavailableLedgerAccountIds, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, getAccountReconByAccountIdAndSelectedPeriod, toReconciliationTabsType, isAccountReconReport, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, updateStatementProcessingFailed, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, toReconciliationAccountSource, deleteAccountStatement, deleteCombinedStatement, uploadAccountStatement, parseCombinedStatement, parseStatement, parseStatementSuccess, parseStatementFailure, reparseStatement, reparseStatementSuccess, reparseStatementFailure, resetReparseStatementStatus, updateParsedStatementData, updateNodeCollapseState, updateStatementUploadChosen, submitCombinedStatementUpdate, submitStatementUpdate, clearStatementDateConflict, confirmStatementMapping, updateStatementUpdateLocalData, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, setStatementProcessingDismissedToBackground, updateStatementProcessingBackgroundCompletedSteps, };
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  export { computeNewScheduleJeDetails, createOneTimeAccrual, createOneTimeAccrualFailure, createOneTimeAccrualSuccess, fetchOneTimeAccrual, getJeNewAccrualAccountsView, ignoreOneTimeAccrual, promoteOneTimeAccrual, revertJeSchedule, revertOneTimeAccrual, getJeNewScheduleSearchTransactionsView, getJeNewScheduleView, };
@@ -660,6 +662,7 @@ export { TIME_SERIES_DURATIONS, convertToTimeSeriesSelectionRange, toTimeSeriesD
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  export { fetchApAging, getApAgingReport, updateApAgingUIState, };
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  export { fetchApAgingDetail, getApAgingDetailForVendor, updateApAgingDetailUIState, };
662
664
  export { clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, clearJeSearchTransactionsForNewSchedule, fetchExpenseAutomationJESchedulesPage, ignoreExpenseAutomationJESchedule, initializeJeAccountSettingsView, initializeJeNewSchedule, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, resetJeNewScheduleLocalData, retryExpenseAutomationJESchedule, saveJeNewSchedule, saveJeNewScheduleFailure, saveJeNewScheduleSuccess, searchJeTransactionsForNewSchedule, searchJeTransactionsForNewScheduleFailure, searchJeTransactionsForNewScheduleSuccess, updateExpenseAutomationJESchedulesUIState, updateJeNewScheduleLocalData, removeJeOneTimeAccrualLocalData, updateJeOneTimeAccrualLocalData, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, };
665
+ export { ackCloseMatchAfterUndo, clearExpenseAutomationActualMatchingView, closeMatchNewModal, clearMatchNewModal, fetchExpenseAutomationActualMatching, fetchActualMatchingMatch, fetchExpenseAutomationActualMatchingPage, matchAndReverseAccruals, openMatchNewModal, searchMatchAccruals, searchMatchTransactions, undoReversalAccruals, updateExpenseAutomationActualMatchingUIState, };
663
666
  export { createNewSchedulesAccrued, deleteScheduleAccruedDetail, cancelScheduleAccruedJournalEntry, fetchScheduleAccruedDetails, fetchScheduleAccruedDetailsPage, resetJEAccruedLinkInLocalData, saveScheduleAccruedDetails, updateAmountsInScheduleAccruedDetail, updatedJEAccruedLinkWithRecommendedLocalData, updatedJELinkInLocalDataAccruedExpenses, fetchRecommendedTransactionRowIndex, clearSelectedJELinkRowIndex, updateLinkBillExpenseLocalData, updateScheduleAccruedDetailsLocalData, updateSelectedJEAccruedScheduleKey, resetSelectedJEAccruedScheduleKey, resetAccruedDetailNewScheduleState, };
664
667
  export { getJEScheduleTransactionKey, ALL_JE_SCHEDULE_IGNORE_REASONS, ALL_JE_SCHEDULE_REVERT_REASONS, ALL_ONE_TIME_ACCRUAL_IGNORE_REASONS, ALL_ONE_TIME_ACCRUAL_REVERT_REASONS, ALL_SCHEDULES_TYPES, getScheduleListReport, getAccruedScheduleListReport, fetchScheduleList, fetchAccruedScheduleList, fetchDownloadSchedules, fetchSchedulesAccount, updateScheduleListLocalData, getFetchStateForScheduleAccountList, toScheduleTypesType, toScheduleTypesTypeStrict, toScheduleListTabsFileTypeStrict, toScheduleSubTabType, updateScheduleListSubTab, updateScheduleListSearchText, updateScheduleListScrollState, updateScheduleListSortState, updateSelectedJEScheduleKey, fetchScheduleDetails, getScheduleDetailsView, getAccruedScheduleDetailsView, fetchScheduleDetailsPage, saveScheduleDetails, deleteScheduleDetail, createNewSchedules, updateScheduleDetailsLocalData, updateScheduleListDownloadState, updateAccruedJEScheduleAccruedByListKey, updatedSelectedJELinkRowIndex, getQBOUrlForLink, getThirdPartyIDFromQBOURL, updatedJELinkInLocalData, updateAmountsInScheduleDetail, resetJELinkInLocalData, updatedJELinkWithRecommendedLocalData, getFetchStateForScheduleListByType, getDefaultSelectedTimeframeForScheduleType, markAsCompleteScheduleDetail, resetMarkAsCompleteStatus, fetchVendorTabView, updateVendorTabViewTab, getVendorTabView, };
665
668
  export { toVendorFirstReviewViewColumnKeyType, getGlobalMerchantAutoCompleteResults, getVendorFirstReviewView, getVendorFirstReviewAttachmentView, fetchVendorFirstReviewView, fetchVendorFirstReviewAttachments, updateVendorFirstReviewViewScrollYOffset, resetVendorFirstReviewLocalData, updateVendorFirstReviewViewPageToken, clearRecentlySavedErroredVendorData, saveVendorFirstReviewView, updateVendorFirstReviewViewLocalData, updateVendorFirstReviewSortUiState, fetchGlobalMerchantAutoCompleteView, clearGlobalMerchantAutoCompleteResults, updateReviewVendorDetailLocalData, saveVendorDetailsView, getVendorDetailSelectorView, };
@@ -863,3 +866,4 @@ export { getInvoicingOnboardingGateView } from './view/invoicing/invoicingConfig
863
866
  // Accrued JE schedules are not a discriminated union member, so consumers need this guard to
864
867
  // narrow a JEScheduleRow before reading baseTransaction / recurringAmount.
865
868
  export { getExpenseAutomationJEOneTimeAccrualDetailView, getJEScheduleRowType, isAccruedScheduleRow, isAiAccountantSchedule, isExistingTabRow, isOneTimeAccrualRow, isRenderableOneTimeAccrual, isPendingReviewRow, } from './view/expenseAutomationView/selectors/jeSchedulesViewSelector';
869
+ export { getActualMatchingAmount, getActualMatchingReversalDate, getCloseMatchAfterUndo, parseActualMatchingMatchId, getExpenseAutomationActualMatchingMatchView, getExpenseAutomationActualMatchingView, isAutoReversedAccrual, isManuallyReversedAccrual, isPendingReviewAccrual, } from './view/expenseAutomationView/selectors/actualMatchingViewSelector';
@@ -42,6 +42,7 @@ import invoicingSubscription, { initialState as initialInvoicingSubscriptionStat
42
42
  import invoicingTransaction, { initialState as initialInvoicingTransactionState, } from './entity/invoicing/invoicingTransaction/invoicingTransactionReducer';
43
43
  import invoicingPlan, { initialState as initialInvoicingPlanState, } from './entity/invoicing/plan/planReducer';
44
44
  import invoicingProduct, { initialState as initialInvoicingProductState, } from './entity/invoicing/product/productReducer';
45
+ import actualMatching, { initialState as initialActualMatchingState, } from './entity/actualMatching/actualMatchingReducer';
45
46
  import jeSchedules, { initialState as initialJESchedulesState, } from './entity/jeSchedules/jeSchedulesReducer';
46
47
  import merchant, { initialState as initialMerchantState, } from './entity/merchant/merchantReducer';
47
48
  import monthEndCloseChecks, { initialState as initialMonthEndCloseChecksState, } from './entity/monthEndCloseChecks/monthEndCloseChecksReducer';
@@ -118,6 +119,7 @@ import creditAgentView, { initialState as initialCreditAgentViewState, } from '.
118
119
  import dashboard, { initialState as initialDashboardState, } from './view/dashboard/dashboardReducer';
119
120
  import dashboardLayout, { initialState as initialDashboardLayoutState, } from './view/dashboardLayout/dashboardLayoutReducer';
120
121
  import expenseAutomationView, { initialState as initialExpenseAutomationViewState, } from './view/expenseAutomationView/expenseAutomationViewReducer';
122
+ import expenseAutomationActualMatchingView, { initialState as initialExpenseAutomationActualMatchingViewState, } from './view/expenseAutomationView/reducers/actualMatchingViewReducer';
121
123
  import expenseAutomationFluxAnalysisView, { initialState as initialExpenseAutomationFluxAnalysisViewState, } from './view/expenseAutomationView/reducers/fluxAnalysisViewReducer';
122
124
  import expenseAutomationJESchedulesView, { initialState as initialExpenseAutomationJESchedulesViewState, } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
123
125
  import expenseAutomationMissingReceiptsView, { initialState as initialExpenseAutomationMissingReceiptsViewState, } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
@@ -279,6 +281,7 @@ const initialEntitiesState = {
279
281
  accountingSummaryState: initialAccountingSummaryState,
280
282
  accountReconState: initialAccountReconState,
281
283
  accountState: initialAccountState,
284
+ actualMatchingState: initialActualMatchingState,
282
285
  addressState: initialAddressState,
283
286
  aiAccountantCustomerState: initialAiAccountantCustomerState,
284
287
  aiCfoState: initialAiCfoState,
@@ -421,6 +424,7 @@ const initialViewsState = {
421
424
  entityAutoCompleteState: initialEntityAutoCompleteState,
422
425
  entityRecommendationState: initialEntityRecommendationState,
423
426
  expenseAutomationFluxAnalysisViewState: initialExpenseAutomationFluxAnalysisViewState,
427
+ expenseAutomationActualMatchingViewState: initialExpenseAutomationActualMatchingViewState,
424
428
  expenseAutomationJESchedulesViewState: initialExpenseAutomationJESchedulesViewState,
425
429
  expenseAutomationMissingReceiptsViewState: initialExpenseAutomationMissingReceiptsViewState,
426
430
  expenseAutomationReconciliationViewState: initialExpenseAutomationReconciliationViewState,
@@ -563,6 +567,7 @@ const entityReducers = {
563
567
  accountReconState: accountRecon,
564
568
  accountingSummaryState: accountingSummary,
565
569
  accountState: account,
570
+ actualMatchingState: actualMatching,
566
571
  addressState: address,
567
572
  aiAccountantCustomerState: aiAccountantCustomer,
568
573
  aiCfoState: aiCfo,
@@ -705,6 +710,7 @@ const viewReducers = {
705
710
  entityAutoCompleteState: entityAutoComplete,
706
711
  entityRecommendationState: recommendation,
707
712
  expenseAutomationFluxAnalysisViewState: expenseAutomationFluxAnalysisView,
713
+ expenseAutomationActualMatchingViewState: expenseAutomationActualMatchingView,
708
714
  expenseAutomationJESchedulesViewState: expenseAutomationJESchedulesView,
709
715
  expenseAutomationMissingReceiptsViewState: expenseAutomationMissingReceiptsView,
710
716
  expenseAutomationReconciliationViewState: expenseAutomationReconciliationView,
@@ -10,7 +10,7 @@ import { fetchReconciliation } from '../../reducers/reconciliationViewReducer';
10
10
  import { fetchTransactionCategorizationView } from '../../reducers/transactionsViewReducer';
11
11
  import { getJESchedulePeriodTabKey } from '../../types/jeSchedulesViewState';
12
12
  export const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.pipe(filter(fetchAllExpenseAutomationTabs.match), switchMap((action) => {
13
- const { cacheOverride, refreshViewInBackground } = action.payload;
13
+ const { cacheOverride, refreshViewInBackground, isAccrualEnabled } = action.payload;
14
14
  const state = state$.value;
15
15
  const { monthEndCloseChecksState } = state;
16
16
  const { monthEndCloseChecksByTenantId } = monthEndCloseChecksState;
@@ -35,7 +35,7 @@ export const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.
35
35
  amount: 75.0,
36
36
  currencyCode: 'USD',
37
37
  currencySymbol: '$',
38
- }, cacheOverride, refreshViewInBackground), fetchFluxAnalysisView(selectedPeriod, cacheOverride, refreshViewInBackground, null), fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
38
+ }, cacheOverride, refreshViewInBackground), fetchFluxAnalysisView(selectedPeriod, cacheOverride, refreshViewInBackground, null), fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride, isAccrualEnabled));
39
39
  if (reconciliationEnabled) {
40
40
  actions.push(fetchReconciliation(selectedPeriod, undefined, cacheOverride, refreshViewInBackground));
41
41
  }
@@ -61,16 +61,29 @@ export const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.
61
61
  fetchActions.push(fetchFluxAnalysisView(selectedPeriod, cacheOverride, refreshViewInBackground, null));
62
62
  }
63
63
  // The two JE tabs cache separately, so only the tab actually being shown decides whether a
64
- // fetch is still needed.
65
- const jeSchedulesPeriodTabKey = getJESchedulePeriodTabKey(state.expenseAutomationJESchedulesViewState.uiState.selectedPageTab, monthYearPeriodId);
66
- if (state.expenseAutomationJESchedulesViewState.fetchState !==
67
- 'In-Progress' &&
68
- (!state.expenseAutomationJESchedulesViewState.hasValidState() ||
69
- state.expenseAutomationJESchedulesViewState
70
- .jeScheduleTransactionKeysByPeriodAndTab[jeSchedulesPeriodTabKey] == null ||
71
- state.expenseAutomationJESchedulesViewState
72
- .failedJeScheduleTransactionKeysByPeriodAndTab[jeSchedulesPeriodTabKey] == null)) {
73
- fetchActions.push(fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
64
+ // fetch is still needed. Actual Matching is a third tab on the same page with its own
65
+ // endpoint; fetchJeSchedulesPage carries isAccrualEnabled so the prefetch epic can warm AM.
66
+ const selectedPageTab = state.expenseAutomationJESchedulesViewState.uiState.selectedPageTab;
67
+ if (selectedPageTab === 'actual_matching') {
68
+ const actualMatchingPeriodKeys = state.expenseAutomationActualMatchingViewState.matchIdsByPeriod[monthYearPeriodId];
69
+ // `fetchState` is global across months. Skipping on In-Progress would
70
+ // drop October while September is still loading; September's success
71
+ // then writes the old month and October stays Not-Started with no request.
72
+ if (actualMatchingPeriodKeys == null) {
73
+ fetchActions.push(fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride, isAccrualEnabled));
74
+ }
75
+ }
76
+ else {
77
+ const jeSchedulesPeriodTabKey = getJESchedulePeriodTabKey(selectedPageTab, monthYearPeriodId);
78
+ if (state.expenseAutomationJESchedulesViewState.fetchState !==
79
+ 'In-Progress' &&
80
+ (!state.expenseAutomationJESchedulesViewState.hasValidState() ||
81
+ state.expenseAutomationJESchedulesViewState
82
+ .jeScheduleTransactionKeysByPeriodAndTab[jeSchedulesPeriodTabKey] == null ||
83
+ state.expenseAutomationJESchedulesViewState
84
+ .failedJeScheduleTransactionKeysByPeriodAndTab[jeSchedulesPeriodTabKey] == null)) {
85
+ fetchActions.push(fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride, isAccrualEnabled));
86
+ }
74
87
  }
75
88
  if (state.expenseAutomationReconciliationViewState.fetchState !==
76
89
  'In-Progress' &&
@@ -0,0 +1,46 @@
1
+ import { from, of } from 'rxjs';
2
+ import { catchError, filter, mergeMap, switchMap, takeUntil, } from 'rxjs/operators';
3
+ import { updateActualMatchingMatches } from '../../../../../entity/actualMatching/actualMatchingReducer';
4
+ import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
5
+ import { clearAll } from '../../../../../rootActions';
6
+ import { toServiceMonthFromPeriod, } from '../../../payload/actualMatchingPayload';
7
+ import { fetchActualMatching, fetchActualMatchingFailure, fetchActualMatchingSuccess, } from '../../../reducers/actualMatchingViewReducer';
8
+ import { getTenantDisplayCurrency } from '../../../selectors/actualMatchingViewSelector';
9
+ export const fetchActualMatchingEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchActualMatching.match), switchMap((action) => {
10
+ const state = state$.value;
11
+ const { period, refreshViewInBackground } = action.payload;
12
+ // Key the store write off the requested month. Using the selected period
13
+ // would park a prefetch for October under September's slot.
14
+ const requestPeriod = {
15
+ month: period.start.month,
16
+ year: period.start.year,
17
+ };
18
+ const serviceMonth = toServiceMonthFromPeriod(period);
19
+ return zeniAPI
20
+ .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/actual-matching?service_month=${encodeURIComponent(serviceMonth)}`)
21
+ .pipe(mergeMap((response) => {
22
+ if (isSuccessResponse(response) && response.data != null) {
23
+ const matches = response.data.matches;
24
+ const updateActions = [];
25
+ if (matches.length > 0) {
26
+ updateActions.push(updateActualMatchingMatches(matches, getTenantDisplayCurrency(state)));
27
+ }
28
+ updateActions.push(fetchActualMatchingSuccess({
29
+ matchIds: matches.map((match) => match.match_id),
30
+ selectedPeriod: requestPeriod,
31
+ refreshViewInBackground,
32
+ }));
33
+ return from(updateActions);
34
+ }
35
+ return of(fetchActualMatchingFailure({
36
+ status: response.status,
37
+ selectedPeriod: requestPeriod,
38
+ refreshViewInBackground,
39
+ }));
40
+ }), catchError((error) => of(fetchActualMatchingFailure({
41
+ status: createZeniAPIStatus('Unexpected Error', 'fetch actual matching REST API call errored out' +
42
+ JSON.stringify(error)),
43
+ selectedPeriod: requestPeriod,
44
+ refreshViewInBackground,
45
+ }))), takeUntil(actions$.pipe(filter(clearAll.match))));
46
+ }));
@@ -0,0 +1,36 @@
1
+ import { from } from 'rxjs';
2
+ import { catchError, filter, mergeMap, takeUntil } from 'rxjs/operators';
3
+ import { updateActualMatchingMatches } from '../../../../../entity/actualMatching/actualMatchingReducer';
4
+ import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
5
+ import { clearAll } from '../../../../../rootActions';
6
+ import { fetchActualMatchingMatch, fetchActualMatchingMatchFailure, fetchActualMatchingMatchSuccess, } from '../../../reducers/actualMatchingViewReducer';
7
+ import { getTenantDisplayCurrency } from '../../../selectors/actualMatchingViewSelector';
8
+ export const fetchActualMatchingMatchEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchActualMatchingMatch.match), mergeMap((action) => {
9
+ const { matchId, refreshViewInBackground } = action.payload;
10
+ return zeniAPI
11
+ .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/actual-matching/${encodeURIComponent(matchId)}`)
12
+ .pipe(mergeMap((response) => {
13
+ if (isSuccessResponse(response) && response.data != null) {
14
+ return from([
15
+ updateActualMatchingMatches([response.data], getTenantDisplayCurrency(state$.value)),
16
+ fetchActualMatchingMatchSuccess({
17
+ matchId,
18
+ refreshViewInBackground,
19
+ }),
20
+ ]);
21
+ }
22
+ return from([
23
+ fetchActualMatchingMatchFailure({
24
+ matchId,
25
+ refreshViewInBackground,
26
+ status: response.status,
27
+ }),
28
+ ]);
29
+ }), catchError((error) => from([
30
+ fetchActualMatchingMatchFailure({
31
+ matchId,
32
+ refreshViewInBackground,
33
+ status: createZeniAPIStatus('Unexpected Error', `Fetch actual matching match REST API call errored out ${JSON.stringify(error)}`),
34
+ }),
35
+ ])), takeUntil(actions$.pipe(filter(clearAll.match))));
36
+ }));
@@ -0,0 +1,7 @@
1
+ import { of } from 'rxjs';
2
+ import { filter, mergeMap } from 'rxjs/operators';
3
+ import { fetchActualMatching, fetchActualMatchingPage, } from '../../../reducers/actualMatchingViewReducer';
4
+ export const fetchActualMatchingPageEpic = (actions$) => actions$.pipe(filter(fetchActualMatchingPage.match), mergeMap((action) => {
5
+ const { period, refreshViewInBackground } = action.payload;
6
+ return of(fetchActualMatching(period, refreshViewInBackground));
7
+ }));
@@ -0,0 +1,108 @@
1
+ import { from, of } from 'rxjs';
2
+ import { catchError, exhaustMap, filter, mergeMap, takeUntil } from 'rxjs/operators';
3
+ import { getActualMatchingMatchById } from '../../../../../entity/actualMatching/actualMatchingSelector';
4
+ import { openSnackbar } from '../../../../../entity/snackbar/snackbarReducer';
5
+ import { createZeniAPIStatus, isSuccessResponse } from '../../../../../responsePayload';
6
+ import { clearAll } from '../../../../../rootActions';
7
+ import { toMatchAndReverseResult, } from '../../../payload/actualMatchingPayload';
8
+ import { clearMatchNewModal, fetchActualMatchingMatch, matchAndReverseAccruals, matchAndReverseAccrualsFailure, matchAndReverseAccrualsSuccess, } from '../../../reducers/actualMatchingViewReducer';
9
+ import { isMatchAndReverseCompleteStatus, } from '../../../types/actualMatchingViewState';
10
+ import { refreshActualMatchingList } from './refreshActualMatchingList';
11
+ function isMatchFailedStatus(status) {
12
+ return (status === 'conflict' || status === 'claim_lost' || status === 'error');
13
+ }
14
+ function matchAndReverseSnackbar(results, vendorName) {
15
+ const reversedCount = results.filter((result) => result.status === 'reversed').length;
16
+ const failedCount = results.filter((result) => isMatchFailedStatus(result.status)).length;
17
+ const variables = [
18
+ { variableName: '_count_', variableValue: String(reversedCount) },
19
+ { variableName: '_vendor_name_', variableValue: vendorName },
20
+ ];
21
+ if (results.length === 0 || (reversedCount === 0 && failedCount > 0)) {
22
+ return openSnackbar({
23
+ messageSection: 'actual_matching_match_and_reverse',
24
+ messageText: 'failed',
25
+ type: 'error',
26
+ variables,
27
+ });
28
+ }
29
+ if (reversedCount > 0 && failedCount === 0) {
30
+ return openSnackbar({
31
+ messageSection: 'actual_matching_match_and_reverse',
32
+ messageText: 'success',
33
+ type: 'success',
34
+ variables,
35
+ });
36
+ }
37
+ if (reversedCount > 0 && failedCount > 0) {
38
+ return openSnackbar({
39
+ messageSection: 'actual_matching_match_and_reverse',
40
+ messageText: 'notification',
41
+ type: 'warning',
42
+ variables,
43
+ });
44
+ }
45
+ return null;
46
+ }
47
+ function matchAndReverseHttpFailSnackbar(vendorName) {
48
+ return openSnackbar({
49
+ messageSection: 'actual_matching_match_and_reverse',
50
+ messageText: 'failed',
51
+ type: 'error',
52
+ variables: [
53
+ { variableName: '_count_', variableValue: '0' },
54
+ { variableName: '_vendor_name_', variableValue: vendorName },
55
+ ],
56
+ });
57
+ }
58
+ function matchVendorName(state, matchId) {
59
+ return getActualMatchingMatchById(state.actualMatchingState, matchId)?.vendorName ?? '';
60
+ }
61
+ export const matchAndReverseAccrualsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(matchAndReverseAccruals.match),
62
+ // Posts reversing JEs; drop duplicate clicks while a request is in flight.
63
+ exhaustMap((action) => {
64
+ const { transactionId, transactionIntegrationId, transactionType, lineIds, accrualIds, transactionSyncToken, } = action.payload;
65
+ const body = {
66
+ transaction_id: transactionId,
67
+ transaction_integration_id: transactionIntegrationId,
68
+ transaction_type: transactionType,
69
+ line_ids: lineIds,
70
+ transaction_sync_token: transactionSyncToken,
71
+ accrual_ids: accrualIds,
72
+ };
73
+ // Key leftover results and snackbar vendor to the confirmed bill, not the
74
+ // row Match New was opened from (user can pick a different txn).
75
+ const matchId = `${transactionType.toLowerCase()}:${transactionIntegrationId}`;
76
+ const vendorName = matchVendorName(state$.value, matchId);
77
+ return zeniAPI
78
+ .postAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/match-and-reverse`, body)
79
+ .pipe(mergeMap((response) => {
80
+ if (isSuccessResponse(response) && response.data != null) {
81
+ const results = response.data.results.map(toMatchAndReverseResult);
82
+ const successActions = [
83
+ matchAndReverseAccrualsSuccess({ matchId, results }),
84
+ ];
85
+ const occupancyChanged = results.some((result) => isMatchAndReverseCompleteStatus(result.status));
86
+ const allComplete = results.length > 0 &&
87
+ results.every((result) => isMatchAndReverseCompleteStatus(result.status));
88
+ if (occupancyChanged) {
89
+ // List + detail: list can omit leftovers; detail GET always
90
+ // writes intended occupancy so Continue match prefills the
91
+ // remaining leftover set instead of a stale cached row.
92
+ successActions.push(...refreshActualMatchingList(state$.value), fetchActualMatchingMatch(matchId, true));
93
+ }
94
+ const snackbar = matchAndReverseSnackbar(results, vendorName);
95
+ if (snackbar != null) {
96
+ successActions.push(snackbar);
97
+ }
98
+ if (allComplete) {
99
+ successActions.push(clearMatchNewModal());
100
+ }
101
+ return from(successActions);
102
+ }
103
+ return of(matchAndReverseAccrualsFailure({ status: response.status }), matchAndReverseHttpFailSnackbar(vendorName));
104
+ }), catchError((error) => of(matchAndReverseAccrualsFailure({
105
+ status: createZeniAPIStatus('Unexpected Error', 'Match and reverse accruals REST API call errored out' +
106
+ JSON.stringify(error)),
107
+ }), matchAndReverseHttpFailSnackbar(vendorName))), takeUntil(actions$.pipe(filter(clearAll.match))));
108
+ }));
@@ -0,0 +1,16 @@
1
+ import { convertToPeriod, toAbsoluteDay, } from '../../../../../commonStateTypes/timePeriod';
2
+ import { fetchActualMatching } from '../../../reducers/actualMatchingViewReducer';
3
+ import { getSelectedMonthYearForCurrentTenant } from '../../../selectors/actualMatchingViewSelector';
4
+ export function refreshActualMatchingList(state) {
5
+ const selectedMonthYear = getSelectedMonthYearForCurrentTenant(state);
6
+ if (selectedMonthYear == null) {
7
+ return [];
8
+ }
9
+ const period = convertToPeriod(selectedMonthYear);
10
+ const start = toAbsoluteDay(period.start);
11
+ const end = toAbsoluteDay(period.end);
12
+ if (start == null || end == null) {
13
+ return [];
14
+ }
15
+ return [fetchActualMatching({ start, end }, true)];
16
+ }
@@ -0,0 +1,60 @@
1
+ import { from, merge, of } from 'rxjs';
2
+ import { catchError, debounceTime, filter, mergeMap, switchMap, takeUntil, } from 'rxjs/operators';
3
+ import { withInheritedAccrualCurrency } from '../../../../../entity/actualMatching/actualMatchingPayload';
4
+ import { generateJEOneTimeAccrualKey } from '../../../../../entity/jeSchedules/jeScheduleHelper';
5
+ import { updateJEOneTimeAccruals } from '../../../../../entity/jeSchedules/jeSchedulesReducer';
6
+ import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
7
+ import { clearAll } from '../../../../../rootActions';
8
+ import { searchMatchAccruals, searchMatchAccrualsFailure, searchMatchAccrualsSuccess, } from '../../../reducers/actualMatchingViewReducer';
9
+ import { getTenantDisplayCurrency } from '../../../selectors/actualMatchingViewSelector';
10
+ import { MATCH_ACCRUAL_SEARCH_LIMIT, MATCH_SEARCH_DEBOUNCE_MS, } from '../../../types/actualMatchingViewState';
11
+ export const searchMatchAccrualsEpic = (actions$, state$, zeniAPI) => {
12
+ const searchActions$ = actions$.pipe(filter(searchMatchAccruals.match));
13
+ const pagination$ = searchActions$.pipe(filter((action) => action.payload.pageToken != null));
14
+ const newSearchDebounced$ = searchActions$.pipe(filter((action) => action.payload.pageToken == null), debounceTime(MATCH_SEARCH_DEBOUNCE_MS));
15
+ return merge(pagination$, newSearchDebounced$).pipe(switchMap((action) => {
16
+ const { query, pageToken } = action.payload;
17
+ const offset = pageToken != null && pageToken.length > 0 ? Number(pageToken) : 0;
18
+ const searchText = encodeURIComponent(query);
19
+ const limit = MATCH_ACCRUAL_SEARCH_LIMIT;
20
+ return zeniAPI
21
+ .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals?status=posted&reversal_policy=on_bill_match&search_text=${searchText}&limit=${limit}&offset=${offset}`)
22
+ .pipe(mergeMap((response) => {
23
+ if (isSuccessResponse(response) && response.data != null) {
24
+ const accruals = response.data.accruals;
25
+ const append = pageToken != null;
26
+ const nextOffset = offset + accruals.length;
27
+ const total = response.data.total ?? nextOffset;
28
+ const nextPageToken = nextOffset < total ? String(nextOffset) : null;
29
+ // toJEOneTimeAccrual still defaults a missing code to USD. Stamp
30
+ // tenant currency first, same as list members.
31
+ const fallbackCurrencyCode = getTenantDisplayCurrency(state$.value)?.currencyCode ?? '';
32
+ const stampedAccruals = accruals.map((accrual) => withInheritedAccrualCurrency(accrual, fallbackCurrencyCode));
33
+ const actionsOut = [];
34
+ // Picker payloads are thin. Do not replace a Review/Existing
35
+ // accrual that already has accounts, memo, cleared, matchSuggestion.
36
+ const existingByKey = state$.value.jeSchedulesState.oneTimeAccrualsByKey;
37
+ const accrualsToInsert = stampedAccruals.filter((accrual) => existingByKey[generateJEOneTimeAccrualKey(accrual._id)] ==
38
+ null);
39
+ if (accrualsToInsert.length > 0) {
40
+ actionsOut.push(updateJEOneTimeAccruals(accrualsToInsert));
41
+ }
42
+ actionsOut.push(searchMatchAccrualsSuccess({
43
+ append,
44
+ nextPageToken,
45
+ results: stampedAccruals,
46
+ }));
47
+ return from(actionsOut);
48
+ }
49
+ return of(searchMatchAccrualsFailure({
50
+ error: response.status,
51
+ }));
52
+ }), catchError((error) => of(searchMatchAccrualsFailure({
53
+ error: createZeniAPIStatus('Unexpected Error', 'Search match accruals REST API call errored out' +
54
+ JSON.stringify(error)),
55
+ }))),
56
+ // On the HTTP stream only. Wrapping the outer merge would complete
57
+ // the epic on the first `clearAll` and drop later searches.
58
+ takeUntil(actions$.pipe(filter(clearAll.match))));
59
+ }));
60
+ };
@@ -0,0 +1,74 @@
1
+ import { from, merge, of } from 'rxjs';
2
+ import { catchError, debounceTime, filter, mergeMap, switchMap, takeUntil, } from 'rxjs/operators';
3
+ import { getActualMatchingMatchById } from '../../../../../entity/actualMatching/actualMatchingSelector';
4
+ import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
5
+ import { clearAll } from '../../../../../rootActions';
6
+ import { toActualMatchingTransactionSearchResult, } from '../../../payload/actualMatchingPayload';
7
+ import { openMatchNewModal, searchMatchAccruals, searchMatchTransactions, searchMatchTransactionsFailure, searchMatchTransactionsSuccess, } from '../../../reducers/actualMatchingViewReducer';
8
+ import { getTenantDisplayCurrency, parseActualMatchingMatchId, } from '../../../selectors/actualMatchingViewSelector';
9
+ import { MATCH_SEARCH_DEBOUNCE_MS, MATCH_TRANSACTION_SEARCH_PAGE_SIZE, } from '../../../types/actualMatchingViewState';
10
+ export const searchMatchTransactionsEpic = (actions$, state$, zeniAPI) => {
11
+ const openModal$ = actions$.pipe(filter(openMatchNewModal.match), mergeMap((action) => {
12
+ const matchId = action.payload.matchId;
13
+ if (matchId == null || matchId === '') {
14
+ return from([
15
+ searchMatchTransactions(''),
16
+ searchMatchAccruals(''),
17
+ ]);
18
+ }
19
+ const match = getActualMatchingMatchById(state$.value.actualMatchingState, matchId);
20
+ const parsed = parseActualMatchingMatchId(matchId);
21
+ const transactionType = match?.transactionType != null && match.transactionType !== ''
22
+ ? match.transactionType
23
+ : parsed?.transactionType;
24
+ const transactionIntegrationId = match?.transactionIntegrationId != null &&
25
+ match.transactionIntegrationId !== ''
26
+ ? match.transactionIntegrationId
27
+ : parsed?.transactionIntegrationId;
28
+ return from([
29
+ searchMatchTransactions('', undefined, transactionType, transactionIntegrationId),
30
+ ]);
31
+ }));
32
+ const searchActions$ = actions$.pipe(filter(searchMatchTransactions.match));
33
+ const pagination$ = searchActions$.pipe(filter((action) => action.payload.pageToken != null));
34
+ const newSearchDebounced$ = searchActions$.pipe(filter((action) => action.payload.pageToken == null), debounceTime(MATCH_SEARCH_DEBOUNCE_MS));
35
+ const search$ = merge(pagination$, newSearchDebounced$).pipe(switchMap((action) => {
36
+ const { query, pageToken, transactionType, transactionIntegrationId } = action.payload;
37
+ const queryParam = {
38
+ search_text: query,
39
+ page_size: MATCH_TRANSACTION_SEARCH_PAGE_SIZE,
40
+ ...(pageToken != null ? { page_token: pageToken } : {}),
41
+ ...(transactionType != null && transactionType !== ''
42
+ ? { transaction_type: transactionType }
43
+ : {}),
44
+ ...(transactionIntegrationId != null && transactionIntegrationId !== ''
45
+ ? { transaction_integration_id: transactionIntegrationId }
46
+ : {}),
47
+ };
48
+ return zeniAPI
49
+ .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/match-transaction-search?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
50
+ .pipe(mergeMap((response) => {
51
+ if (isSuccessResponse(response) && response.data != null) {
52
+ const { transactions, next_page_token } = response.data;
53
+ const append = pageToken != null;
54
+ const fallbackCurrency = getTenantDisplayCurrency(state$.value);
55
+ const results = transactions.map((transaction) => toActualMatchingTransactionSearchResult(transaction, fallbackCurrency));
56
+ return of(searchMatchTransactionsSuccess({
57
+ append,
58
+ nextPageToken: next_page_token ?? null,
59
+ results,
60
+ }));
61
+ }
62
+ return of(searchMatchTransactionsFailure({
63
+ error: response.status,
64
+ }));
65
+ }), catchError((error) => of(searchMatchTransactionsFailure({
66
+ error: createZeniAPIStatus('Unexpected Error', 'Search match transactions REST API call errored out' +
67
+ JSON.stringify(error)),
68
+ }))),
69
+ // On the HTTP stream only. Wrapping `merge(openModal$, search$)`
70
+ // would complete the epic on the first `clearAll` and drop later searches.
71
+ takeUntil(actions$.pipe(filter(clearAll.match))));
72
+ }));
73
+ return merge(openModal$, search$);
74
+ };
@@ -0,0 +1,78 @@
1
+ import { from, of } from 'rxjs';
2
+ import { catchError, exhaustMap, filter, groupBy, mergeMap, takeUntil, } from 'rxjs/operators';
3
+ import { getActualMatchingMatchById } from '../../../../../entity/actualMatching/actualMatchingSelector';
4
+ import { openSnackbar } from '../../../../../entity/snackbar/snackbarReducer';
5
+ import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
6
+ import { clearAll } from '../../../../../rootActions';
7
+ import { toUndoReversalResult, } from '../../../payload/actualMatchingPayload';
8
+ import { fetchActualMatchingMatch, undoReversalAccruals, undoReversalAccrualsFailure, undoReversalAccrualsSuccess, } from '../../../reducers/actualMatchingViewReducer';
9
+ import { refreshActualMatchingList } from './refreshActualMatchingList';
10
+ function undoReversalSnackbar(results, vendorName) {
11
+ const undoneCount = results.filter((result) => result.status === 'undone').length;
12
+ const failedCount = results.length - undoneCount;
13
+ const variables = [
14
+ { variableName: '_count_', variableValue: String(undoneCount) },
15
+ { variableName: '_vendor_name_', variableValue: vendorName },
16
+ ];
17
+ if (results.length > 0 && failedCount === 0) {
18
+ return openSnackbar({
19
+ messageSection: 'actual_matching_undo_reversal',
20
+ messageText: 'success',
21
+ type: 'success',
22
+ variables,
23
+ });
24
+ }
25
+ if (undoneCount > 0 && failedCount > 0) {
26
+ return openSnackbar({
27
+ messageSection: 'actual_matching_undo_reversal',
28
+ messageText: 'notification',
29
+ type: 'warning',
30
+ variables,
31
+ });
32
+ }
33
+ return openSnackbar({
34
+ messageSection: 'actual_matching_undo_reversal',
35
+ messageText: 'failed',
36
+ type: 'error',
37
+ variables,
38
+ });
39
+ }
40
+ function matchVendorName(state, matchId) {
41
+ return (getActualMatchingMatchById(state.actualMatchingState, matchId)?.vendorName ??
42
+ '');
43
+ }
44
+ export const undoReversalAccrualsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(undoReversalAccruals.match),
45
+ // Per-match exhaust: a second click on the same match drops while HTTP is in
46
+ // flight. A different match must still run — a global exhaustMap left the
47
+ // other match's reducer In-Progress with no request.
48
+ groupBy((action) => action.payload.matchId), mergeMap((perMatch$) => perMatch$.pipe(exhaustMap((action) => {
49
+ const { accrualIds, matchId } = action.payload;
50
+ const body = {
51
+ accrual_ids: accrualIds,
52
+ };
53
+ const vendorName = matchVendorName(state$.value, matchId);
54
+ return zeniAPI
55
+ .postAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/undo-reversal`, body)
56
+ .pipe(mergeMap((response) => {
57
+ if (isSuccessResponse(response) && response.data != null) {
58
+ const results = response.data.results.map(toUndoReversalResult);
59
+ const successActions = [
60
+ undoReversalAccrualsSuccess(matchId, results),
61
+ ];
62
+ const anyUndone = results.some((result) => result.status === 'undone');
63
+ if (anyUndone) {
64
+ successActions.push(...refreshActualMatchingList(state$.value), fetchActualMatchingMatch(matchId, true));
65
+ }
66
+ successActions.push(undoReversalSnackbar(results, vendorName));
67
+ return from(successActions);
68
+ }
69
+ return of(undoReversalAccrualsFailure({
70
+ matchId,
71
+ status: response.status,
72
+ }), undoReversalSnackbar([], vendorName));
73
+ }), catchError((error) => of(undoReversalAccrualsFailure({
74
+ matchId,
75
+ status: createZeniAPIStatus('Unexpected Error', 'Undo reversal accruals REST API call errored out' +
76
+ JSON.stringify(error)),
77
+ }), undoReversalSnackbar([], vendorName))), takeUntil(actions$.pipe(filter(clearAll.match))));
78
+ }))));