@zeniai/client-epic-state 5.2.41 → 5.2.42

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

@@ -0,0 +1,48 @@
+import { toAmount } from '../../commonStateTypes/amount';
+import { stringToUnion } from '../../commonStateTypes/stringToUnion';
+import { toJEOneTimeAccrual, } from '../jeSchedules/jeSchedulesPayload';
+const MATCH_KINDS = [
+    'auto_reversed',
+    'pending_review',
+    'manually_reversed',
+];
+function toMatchKind(raw) {
+    return stringToUnion(raw, MATCH_KINDS);
+}
+export function withInheritedAccrualCurrency(member, fallbackCurrencyCode) {
+    if (member.currency != null && member.currency !== '') {
+        return member;
+    }
+    return { ...member, currency: fallbackCurrencyCode };
+}
+function toMatchMemberAccrual(member, matchCurrencyCode) {
+    return toJEOneTimeAccrual(withInheritedAccrualCurrency(member, matchCurrencyCode));
+}
+export function toActualMatchingMatch(payload, fallbackCurrency) {
+    const currencyCode = payload.currency_code != null && payload.currency_code !== ''
+        ? payload.currency_code
+        : fallbackCurrency?.currencyCode ?? '';
+    const currencySymbol = payload.currency_symbol != null && payload.currency_symbol !== ''
+        ? payload.currency_symbol
+        : fallbackCurrency != null &&
+            currencyCode === fallbackCurrency.currencyCode
+            ? fallbackCurrency.currencySymbol
+            : currencyCode;
+    return {
+        matchId: payload.match_id,
+        transactionType: (payload.transaction_type || '').toLowerCase(),
+        transactionIntegrationId: payload.transaction_integration_id,
+        transactionDate: payload.transaction_date ?? undefined,
+        vendorId: payload.vendor_id ?? undefined,
+        vendorName: payload.vendor_name ?? undefined,
+        kind: toMatchKind(payload.kind),
+        matchTier: payload.match_tier ?? undefined,
+        matchShape: payload.match_shape ?? undefined,
+        accruedAmount: toAmount(payload.accrued_amount, currencyCode, currencySymbol),
+        actualAmount: toAmount(payload.actual_amount, currencyCode, currencySymbol),
+        members: payload.members.map((member) => toMatchMemberAccrual(member, currencyCode)),
+        leftovers: payload.leftovers == null
+            ? undefined
+            : payload.leftovers.map((member) => toMatchMemberAccrual(member, currencyCode)),
+    };
+}

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

@@ -0,0 +1,30 @@
+import { createSlice } from '@reduxjs/toolkit';
+import { clearAll } from '../../rootActions';
+import { toActualMatchingMatch, } from './actualMatchingPayload';
+export const initialState = {
+    byMatchId: {},
+};
+const actualMatching = createSlice({
+    name: 'actualMatching',
+    initialState,
+    reducers: {
+        updateActualMatchingMatches: {
+            prepare(matches, fallbackCurrency) {
+                return { payload: { matches, fallbackCurrency } };
+            },
+            reducer(draft, action) {
+                action.payload.matches.forEach((payload) => {
+                    const match = toActualMatchingMatch(payload, action.payload.fallbackCurrency);
+                    draft.byMatchId[match.matchId] = match;
+                });
+            },
+        },
+    },
+    extraReducers: (builder) => {
+        builder.addCase(clearAll, (draft) => {
+            Object.assign(draft, initialState);
+        });
+    },
+});
+export const { updateActualMatchingMatches } = actualMatching.actions;
+export default actualMatching.reducer;

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

@@ -0,0 +1,3 @@
+export function getActualMatchingMatchById(actualMatchingState, matchId) {
+    return actualMatchingState.byMatchId[matchId];
+}

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

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

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

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

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

@@ -444,6 +444,53 @@ function toJEOneTimeAccrualAiSuggestion(payload, currencyCode) {
             : undefined,
     };
 }
+function toJEOneTimeAccrualCleared(payload, currencyCode) {
+    if (payload == null) {
+        return undefined;
+    }
+    return {
+        matchedTransactionIntegrationId: payload.matched_transaction_integration_id ?? undefined,
+        matchedTransactionId: payload.matched_transaction_id ?? undefined,
+        matchedTransactionType: payload.matched_transaction_type ?? undefined,
+        matchedLineId: payload.matched_line_id ?? undefined,
+        consumedLineIds: payload.consumed_line_ids ?? undefined,
+        matchedAmount: payload.matched_amount != null
+            ? toOneTimeAccrualAmount(payload.matched_amount, currencyCode)
+            : undefined,
+        groupSum: payload.group_sum != null
+            ? toOneTimeAccrualAmount(payload.group_sum, currencyCode)
+            : undefined,
+        accrualIds: payload.accrual_ids ?? undefined,
+        intendedAccrualIds: payload.intended_accrual_ids ?? undefined,
+        reversedAt: payload.reversed_at != null ? date(payload.reversed_at) : undefined,
+        matchedTransactionDate: payload.matched_transaction_date != null
+            ? date(payload.matched_transaction_date)
+            : undefined,
+        matchTier: payload.match_tier ?? undefined,
+        matchShape: payload.match_shape ?? undefined,
+        matchedTransactionSyncToken: payload.matched_transaction_sync_token ?? undefined,
+    };
+}
+function toJEOneTimeAccrualMatchSuggestion(payload, currencyCode) {
+    if (payload == null) {
+        return undefined;
+    }
+    return {
+        resolution: payload.resolution ?? undefined,
+        matchTier: payload.match_tier ?? undefined,
+        matchedTransactionIntegrationId: payload.matched_transaction_integration_id ?? undefined,
+        matchedTransactionId: payload.matched_transaction_id ?? undefined,
+        matchedTransactionType: payload.matched_transaction_type ?? undefined,
+        matchedLineId: payload.matched_line_id ?? undefined,
+        matchedAmount: payload.matched_amount != null
+            ? toOneTimeAccrualAmount(payload.matched_amount, currencyCode)
+            : undefined,
+        matchedTransactionDate: payload.matched_transaction_date != null
+            ? date(payload.matched_transaction_date)
+            : undefined,
+        matchedTransactionSyncToken: payload.matched_transaction_sync_token ?? undefined,
+    };
+}
 export function toJEOneTimeAccrual(payload) {
     return {
         accrualId: payload._id,
@@ -460,6 +507,8 @@ export function toJEOneTimeAccrual(payload) {
         profileSnapshot: toJEOneTimeAccrualProfileSnapshot(payload.profile_snapshot, payload.currency),
         isIgnored: payload.is_ignored === true,
         aiSuggestion: toJEOneTimeAccrualAiSuggestion(payload.ai_suggestion, payload.currency),
+        cleared: toJEOneTimeAccrualCleared(payload.cleared, payload.currency),
+        matchSuggestion: toJEOneTimeAccrualMatchSuggestion(payload.match_suggestion, payload.currency),
         // Exclusive by contract: a scheduled row reverses on expectedReversalDate and bills never
         // drive it, so the two never need reconciling. Defaulting to on_bill_match matches the
         // create path's default when the field is absent on an older document.
@@ -475,6 +524,9 @@ export function toJEOneTimeAccrual(payload) {
         actualReversalPostDate: payload.actual_reversal_post_date != null
             ? date(payload.actual_reversal_post_date)
             : undefined,
+        reversalPostingDate: payload.reversal_posting_date != null
+            ? date(payload.reversal_posting_date)
+            : undefined,
         jeDebitAccountId: payload.je_debit_account_id ?? undefined,
         jeDebitAccountName: payload.je_debit_account_name ?? undefined,
         jeDebitAccountingClassId: payload.je_debit_accounting_class_id ?? undefined,
@@ -487,6 +539,7 @@ export function toJEOneTimeAccrual(payload) {
         transactionIntegrationId: payload.transaction_integration_id ?? undefined,
         reversalTransactionId: payload.reversal_transaction_id ?? undefined,
         createdBy: toJEOneTimeAccrualCreator(payload.created_by_user),
+        reversedBy: toJEOneTimeAccrualCreator(payload.reversed_by_user),
     };
 }
 // The accrual wire format carries a currency CODE but no symbol, so the symbol has to be derived.

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

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

package/lib/esm/epic.js

@@ -204,6 +204,13 @@ import { fetchAccountSettingsListForAccountTypesEpic, } from './view/expenseAuto
 import { fetchRecommendationForAccountSettingsEpic, } from './view/expenseAutomationView/epics/jeSchedule/accountSettings/fetchRecommendationForAccountSettingsEpic';
 import { initializeAccountSettingsViewEpic, } from './view/expenseAutomationView/epics/jeSchedule/accountSettings/initializeAccountSettingsViewEpic';
 import { saveAccountSettingsViewEpic, } from './view/expenseAutomationView/epics/jeSchedule/accountSettings/saveAccountSettingsViewEpic';
+import { fetchActualMatchingEpic as fetchExpenseAutomationActualMatchingEpic, } from './view/expenseAutomationView/epics/jeSchedule/actualMatching/fetchActualMatchingEpic';
+import { fetchActualMatchingMatchEpic as fetchExpenseAutomationActualMatchingMatchEpic, } from './view/expenseAutomationView/epics/jeSchedule/actualMatching/fetchActualMatchingMatchEpic';
+import { fetchActualMatchingPageEpic as fetchExpenseAutomationActualMatchingPageEpic, } from './view/expenseAutomationView/epics/jeSchedule/actualMatching/fetchActualMatchingPageEpic';
+import { matchAndReverseAccrualsEpic, } from './view/expenseAutomationView/epics/jeSchedule/actualMatching/matchAndReverseAccrualsEpic';
+import { searchMatchAccrualsEpic, } from './view/expenseAutomationView/epics/jeSchedule/actualMatching/searchMatchAccrualsEpic';
+import { searchMatchTransactionsEpic, } from './view/expenseAutomationView/epics/jeSchedule/actualMatching/searchMatchTransactionsEpic';
+import { undoReversalAccrualsEpic, } from './view/expenseAutomationView/epics/jeSchedule/actualMatching/undoReversalAccrualsEpic';
 import { fetchJeSchedulesPageEpic as fetchExpenseAutomationJESchedulesPageEpic, } from './view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulePageEpic';
 import { fetchJeSchedulesEpic as fetchExpenseAutomationJeSchedulesEpic, } from './view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic';
 import { fetchOneTimeAccrualEpic, } from './view/expenseAutomationView/epics/jeSchedule/fetchOneTimeAccrualEpic';
@@ -1001,6 +1008,9 @@ const ALL_EPICS = [
     fetchEntityRecommendationsByTransactionIdEpic,
     fetchEntityRecommendationsForLineUpdateEpic,
     fetchExcludedResourcesEpic,
+    fetchExpenseAutomationActualMatchingEpic,
+    fetchExpenseAutomationActualMatchingMatchEpic,
+    fetchExpenseAutomationActualMatchingPageEpic,
     fetchExpenseAutomationFluxAnalysisViewEpic,
     fetchExpenseAutomationInitializeTransactionCategorizationViewLocalDataEpic,
     fetchExpenseAutomationJeSchedulesEpic,
@@ -1295,6 +1305,7 @@ const ALL_EPICS = [
     lockChargeCardsEpic,
     markAsCompleteScheduleDetailEpic,
     markTransactionAsNotMiscategorizedEpic,
+    matchAndReverseAccrualsEpic,
     notifyMeForFeatureEpic,
     oneTimeAccrualActionsEpic,
     parallelFetchAccountTransactionListEpic,
@@ -1403,6 +1414,8 @@ const ALL_EPICS = [
     saveVendorFirstReviewViewEpic,
     saveVendorsTabVendorEpic,
     scheduleTenantCreditScoreCronEpic,
+    searchMatchAccrualsEpic,
+    searchMatchTransactionsEpic,
     searchTransactionsForManualMatchEpic,
     searchTransactionsForNewScheduleEpic,
     seedAiCardCreationFormDraftEpic,
@@ -1442,6 +1455,7 @@ const ALL_EPICS = [
     treasuryTransferMoneyEpic,
     triggerAiAccountantJobEpic,
     triggerReviewTabRefetchEpic,
+    undoReversalAccrualsEpic,
     unlinkPaymentAccountEpic,
     unlockChargeCardEpic,
     unlockChargeCardsEpic,

package/lib/esm/index.js

@@ -184,10 +184,11 @@ import { updateDashboardLayout } from './view/dashboardLayout/dashboardLayoutRed
 import uploadAccountStatementIntoDocumentAI from './view/expenseAutomationView/epics/accountRecon/uploadAccountStatementDocumentAIHelper';
 import { fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedPeriod, updateCurrentSelectedView, } from './view/expenseAutomationView/expenseAutomationViewReducer';
 import { getExpenseAutomationView } from './view/expenseAutomationView/expenseAutomationViewSelector';
-import { toExpenseAutomationViewType, } from './view/expenseAutomationView/expenseAutomationViewState';
+import { toExpenseAutomationViewType, toExpenseAutomationViewTypeStrict, } from './view/expenseAutomationView/expenseAutomationViewState';
 import { computeNewScheduleJeDetails } from './view/expenseAutomationView/helpers/newScheduleLocalDataHelper';
 import { isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardCreditType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, } from './view/expenseAutomationView/helpers/reconciliationHelpers';
 import { MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, } from './view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper';
+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';
 import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFluxAnalysisView, updateFluxAnalysisViewPageMetaData, updateFluxAnalysisViewUIState, updateOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview, } from './view/expenseAutomationView/reducers/fluxAnalysisViewReducer';
 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';
 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
 import { getExpenseAutomationTransactionView, getLastTransferEntryReplacement, } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
 import { applyTransactionFilters } from './view/expenseAutomationView/transactionFilterHelpers';
 import { TRANSACTION_FILTER_CATEGORIES, } from './view/expenseAutomationView/transactionFilterTypes';
+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';
 import { DEFAULT_COMPLETED_SUB_TAB, toCompletedSubTab, } from './view/expenseAutomationView/types/completedSubTab';
-import { toJEScheduleSortKey as toExpenseAutomationJEScheduleSortKey, toJEPageTab, } from './view/expenseAutomationView/types/jeSchedulesViewState';
+import { ALL_JE_PAGE_TABS, toJEScheduleSortKey as toExpenseAutomationJEScheduleSortKey, toJEPageTab, } from './view/expenseAutomationView/types/jeSchedulesViewState';
 import { BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toMatchSource, toMissingReceiptsTab, } from './view/expenseAutomationView/types/missingReceiptsViewState';
 import { toMissingReceiptsSortKey as toExpenseAutomationMissingReceiptsSortKey, } from './view/expenseAutomationView/types/missingReceiptsViewState';
 import { toReconciliationTabsType, } from './view/expenseAutomationView/types/reconciliationViewState';
@@ -489,7 +491,7 @@ export { stringToUnion, stringToUnionStrict };
 export { fetchMonthEndCloseChecks, fetchMonthClosePerformanceTrend, getMonthEndCloseChecksViewByTenantId, ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY, };
 export { 
 // Bulk Upload Types
-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, 
+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, 
 // Bulk Upload Actions
 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, };
 export { computeNewScheduleJeDetails, createOneTimeAccrual, createOneTimeAccrualFailure, createOneTimeAccrualSuccess, fetchOneTimeAccrual, getJeNewAccrualAccountsView, ignoreOneTimeAccrual, promoteOneTimeAccrual, revertJeSchedule, revertOneTimeAccrual, getJeNewScheduleSearchTransactionsView, getJeNewScheduleView, };
@@ -660,6 +662,7 @@ export { TIME_SERIES_DURATIONS, convertToTimeSeriesSelectionRange, toTimeSeriesD
 export { fetchApAging, getApAgingReport, updateApAgingUIState, };
 export { fetchApAgingDetail, getApAgingDetailForVendor, updateApAgingDetailUIState, };
 export { clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, clearJeSearchTransactionsForNewSchedule, fetchExpenseAutomationJESchedulesPage, ignoreExpenseAutomationJESchedule, initializeJeAccountSettingsView, initializeJeNewSchedule, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, resetJeNewScheduleLocalData, retryExpenseAutomationJESchedule, saveJeNewSchedule, saveJeNewScheduleFailure, saveJeNewScheduleSuccess, searchJeTransactionsForNewSchedule, searchJeTransactionsForNewScheduleFailure, searchJeTransactionsForNewScheduleSuccess, updateExpenseAutomationJESchedulesUIState, updateJeNewScheduleLocalData, removeJeOneTimeAccrualLocalData, updateJeOneTimeAccrualLocalData, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, };
+export { ackCloseMatchAfterUndo, clearExpenseAutomationActualMatchingView, closeMatchNewModal, clearMatchNewModal, fetchExpenseAutomationActualMatching, fetchActualMatchingMatch, fetchExpenseAutomationActualMatchingPage, matchAndReverseAccruals, openMatchNewModal, searchMatchAccruals, searchMatchTransactions, undoReversalAccruals, updateExpenseAutomationActualMatchingUIState, };
 export { createNewSchedulesAccrued, deleteScheduleAccruedDetail, cancelScheduleAccruedJournalEntry, fetchScheduleAccruedDetails, fetchScheduleAccruedDetailsPage, resetJEAccruedLinkInLocalData, saveScheduleAccruedDetails, updateAmountsInScheduleAccruedDetail, updatedJEAccruedLinkWithRecommendedLocalData, updatedJELinkInLocalDataAccruedExpenses, fetchRecommendedTransactionRowIndex, clearSelectedJELinkRowIndex, updateLinkBillExpenseLocalData, updateScheduleAccruedDetailsLocalData, updateSelectedJEAccruedScheduleKey, resetSelectedJEAccruedScheduleKey, resetAccruedDetailNewScheduleState, };
 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, };
 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
 // Accrued JE schedules are not a discriminated union member, so consumers need this guard to
 // narrow a JEScheduleRow before reading baseTransaction / recurringAmount.
 export { getExpenseAutomationJEOneTimeAccrualDetailView, getJEScheduleRowType, isAccruedScheduleRow, isAiAccountantSchedule, isExistingTabRow, isOneTimeAccrualRow, isRenderableOneTimeAccrual, isPendingReviewRow, } from './view/expenseAutomationView/selectors/jeSchedulesViewSelector';
+export { getActualMatchingAmount, getActualMatchingReversalDate, getCloseMatchAfterUndo, parseActualMatchingMatchId, getExpenseAutomationActualMatchingMatchView, getExpenseAutomationActualMatchingView, isAutoReversedAccrual, isManuallyReversedAccrual, isPendingReviewAccrual, } from './view/expenseAutomationView/selectors/actualMatchingViewSelector';

package/lib/esm/reducer.js

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

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

@@ -10,7 +10,7 @@ import { fetchReconciliation } from '../../reducers/reconciliationViewReducer';
 import { fetchTransactionCategorizationView } from '../../reducers/transactionsViewReducer';
 import { getJESchedulePeriodTabKey } from '../../types/jeSchedulesViewState';
 export const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.pipe(filter(fetchAllExpenseAutomationTabs.match), switchMap((action) => {
-    const { cacheOverride, refreshViewInBackground } = action.payload;
+    const { cacheOverride, refreshViewInBackground, isAccrualEnabled } = action.payload;
     const state = state$.value;
     const { monthEndCloseChecksState } = state;
     const { monthEndCloseChecksByTenantId } = monthEndCloseChecksState;
@@ -35,7 +35,7 @@ export const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.
             amount: 75.0,
             currencyCode: 'USD',
             currencySymbol: '$',
-        }, cacheOverride, refreshViewInBackground), fetchFluxAnalysisView(selectedPeriod, cacheOverride, refreshViewInBackground, null), fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
+        }, cacheOverride, refreshViewInBackground), fetchFluxAnalysisView(selectedPeriod, cacheOverride, refreshViewInBackground, null), fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride, isAccrualEnabled));
         if (reconciliationEnabled) {
             actions.push(fetchReconciliation(selectedPeriod, undefined, cacheOverride, refreshViewInBackground));
         }
@@ -61,16 +61,29 @@ export const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.
             fetchActions.push(fetchFluxAnalysisView(selectedPeriod, cacheOverride, refreshViewInBackground, null));
         }
         // The two JE tabs cache separately, so only the tab actually being shown decides whether a
-        // fetch is still needed.
-        const jeSchedulesPeriodTabKey = getJESchedulePeriodTabKey(state.expenseAutomationJESchedulesViewState.uiState.selectedPageTab, monthYearPeriodId);
-        if (state.expenseAutomationJESchedulesViewState.fetchState !==
-            'In-Progress' &&
-            (!state.expenseAutomationJESchedulesViewState.hasValidState() ||
-                state.expenseAutomationJESchedulesViewState
-                    .jeScheduleTransactionKeysByPeriodAndTab[jeSchedulesPeriodTabKey] == null ||
-                state.expenseAutomationJESchedulesViewState
-                    .failedJeScheduleTransactionKeysByPeriodAndTab[jeSchedulesPeriodTabKey] == null)) {
-            fetchActions.push(fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
+        // fetch is still needed. Actual Matching is a third tab on the same page with its own
+        // endpoint; fetchJeSchedulesPage carries isAccrualEnabled so the prefetch epic can warm AM.
+        const selectedPageTab = state.expenseAutomationJESchedulesViewState.uiState.selectedPageTab;
+        if (selectedPageTab === 'actual_matching') {
+            const actualMatchingPeriodKeys = state.expenseAutomationActualMatchingViewState.matchIdsByPeriod[monthYearPeriodId];
+            // `fetchState` is global across months. Skipping on In-Progress would
+            // drop October while September is still loading; September's success
+            // then writes the old month and October stays Not-Started with no request.
+            if (actualMatchingPeriodKeys == null) {
+                fetchActions.push(fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride, isAccrualEnabled));
+            }
+        }
+        else {
+            const jeSchedulesPeriodTabKey = getJESchedulePeriodTabKey(selectedPageTab, monthYearPeriodId);
+            if (state.expenseAutomationJESchedulesViewState.fetchState !==
+                'In-Progress' &&
+                (!state.expenseAutomationJESchedulesViewState.hasValidState() ||
+                    state.expenseAutomationJESchedulesViewState
+                        .jeScheduleTransactionKeysByPeriodAndTab[jeSchedulesPeriodTabKey] == null ||
+                    state.expenseAutomationJESchedulesViewState
+                        .failedJeScheduleTransactionKeysByPeriodAndTab[jeSchedulesPeriodTabKey] == null)) {
+                fetchActions.push(fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride, isAccrualEnabled));
+            }
         }
         if (state.expenseAutomationReconciliationViewState.fetchState !==
             'In-Progress' &&

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

@@ -0,0 +1,46 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap, takeUntil, } from 'rxjs/operators';
+import { updateActualMatchingMatches } from '../../../../../entity/actualMatching/actualMatchingReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
+import { clearAll } from '../../../../../rootActions';
+import { toServiceMonthFromPeriod, } from '../../../payload/actualMatchingPayload';
+import { fetchActualMatching, fetchActualMatchingFailure, fetchActualMatchingSuccess, } from '../../../reducers/actualMatchingViewReducer';
+import { getTenantDisplayCurrency } from '../../../selectors/actualMatchingViewSelector';
+export const fetchActualMatchingEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchActualMatching.match), switchMap((action) => {
+    const state = state$.value;
+    const { period, refreshViewInBackground } = action.payload;
+    // Key the store write off the requested month. Using the selected period
+    // would park a prefetch for October under September's slot.
+    const requestPeriod = {
+        month: period.start.month,
+        year: period.start.year,
+    };
+    const serviceMonth = toServiceMonthFromPeriod(period);
+    return zeniAPI
+        .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/actual-matching?service_month=${encodeURIComponent(serviceMonth)}`)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            const matches = response.data.matches;
+            const updateActions = [];
+            if (matches.length > 0) {
+                updateActions.push(updateActualMatchingMatches(matches, getTenantDisplayCurrency(state)));
+            }
+            updateActions.push(fetchActualMatchingSuccess({
+                matchIds: matches.map((match) => match.match_id),
+                selectedPeriod: requestPeriod,
+                refreshViewInBackground,
+            }));
+            return from(updateActions);
+        }
+        return of(fetchActualMatchingFailure({
+            status: response.status,
+            selectedPeriod: requestPeriod,
+            refreshViewInBackground,
+        }));
+    }), catchError((error) => of(fetchActualMatchingFailure({
+        status: createZeniAPIStatus('Unexpected Error', 'fetch actual matching REST API call errored out' +
+            JSON.stringify(error)),
+        selectedPeriod: requestPeriod,
+        refreshViewInBackground,
+    }))), takeUntil(actions$.pipe(filter(clearAll.match))));
+}));

package/lib/esm/view/expenseAutomationView/epics/jeSchedule/actualMatching/fetchActualMatchingMatchEpic.js

@@ -0,0 +1,36 @@
+import { from } from 'rxjs';
+import { catchError, filter, mergeMap, takeUntil } from 'rxjs/operators';
+import { updateActualMatchingMatches } from '../../../../../entity/actualMatching/actualMatchingReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
+import { clearAll } from '../../../../../rootActions';
+import { fetchActualMatchingMatch, fetchActualMatchingMatchFailure, fetchActualMatchingMatchSuccess, } from '../../../reducers/actualMatchingViewReducer';
+import { getTenantDisplayCurrency } from '../../../selectors/actualMatchingViewSelector';
+export const fetchActualMatchingMatchEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchActualMatchingMatch.match), mergeMap((action) => {
+    const { matchId, refreshViewInBackground } = action.payload;
+    return zeniAPI
+        .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/actual-matching/${encodeURIComponent(matchId)}`)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            return from([
+                updateActualMatchingMatches([response.data], getTenantDisplayCurrency(state$.value)),
+                fetchActualMatchingMatchSuccess({
+                    matchId,
+                    refreshViewInBackground,
+                }),
+            ]);
+        }
+        return from([
+            fetchActualMatchingMatchFailure({
+                matchId,
+                refreshViewInBackground,
+                status: response.status,
+            }),
+        ]);
+    }), catchError((error) => from([
+        fetchActualMatchingMatchFailure({
+            matchId,
+            refreshViewInBackground,
+            status: createZeniAPIStatus('Unexpected Error', `Fetch actual matching match REST API call errored out ${JSON.stringify(error)}`),
+        }),
+    ])), takeUntil(actions$.pipe(filter(clearAll.match))));
+}));

package/lib/esm/view/expenseAutomationView/epics/jeSchedule/actualMatching/fetchActualMatchingPageEpic.js

@@ -0,0 +1,7 @@
+import { of } from 'rxjs';
+import { filter, mergeMap } from 'rxjs/operators';
+import { fetchActualMatching, fetchActualMatchingPage, } from '../../../reducers/actualMatchingViewReducer';
+export const fetchActualMatchingPageEpic = (actions$) => actions$.pipe(filter(fetchActualMatchingPage.match), mergeMap((action) => {
+    const { period, refreshViewInBackground } = action.payload;
+    return of(fetchActualMatching(period, refreshViewInBackground));
+}));

package/lib/esm/view/expenseAutomationView/epics/jeSchedule/actualMatching/matchAndReverseAccrualsEpic.js

@@ -0,0 +1,108 @@
+import { from, of } from 'rxjs';
+import { catchError, exhaustMap, filter, mergeMap, takeUntil } from 'rxjs/operators';
+import { getActualMatchingMatchById } from '../../../../../entity/actualMatching/actualMatchingSelector';
+import { openSnackbar } from '../../../../../entity/snackbar/snackbarReducer';
+import { createZeniAPIStatus, isSuccessResponse } from '../../../../../responsePayload';
+import { clearAll } from '../../../../../rootActions';
+import { toMatchAndReverseResult, } from '../../../payload/actualMatchingPayload';
+import { clearMatchNewModal, fetchActualMatchingMatch, matchAndReverseAccruals, matchAndReverseAccrualsFailure, matchAndReverseAccrualsSuccess, } from '../../../reducers/actualMatchingViewReducer';
+import { isMatchAndReverseCompleteStatus, } from '../../../types/actualMatchingViewState';
+import { refreshActualMatchingList } from './refreshActualMatchingList';
+function isMatchFailedStatus(status) {
+    return (status === 'conflict' || status === 'claim_lost' || status === 'error');
+}
+function matchAndReverseSnackbar(results, vendorName) {
+    const reversedCount = results.filter((result) => result.status === 'reversed').length;
+    const failedCount = results.filter((result) => isMatchFailedStatus(result.status)).length;
+    const variables = [
+        { variableName: '_count_', variableValue: String(reversedCount) },
+        { variableName: '_vendor_name_', variableValue: vendorName },
+    ];
+    if (results.length === 0 || (reversedCount === 0 && failedCount > 0)) {
+        return openSnackbar({
+            messageSection: 'actual_matching_match_and_reverse',
+            messageText: 'failed',
+            type: 'error',
+            variables,
+        });
+    }
+    if (reversedCount > 0 && failedCount === 0) {
+        return openSnackbar({
+            messageSection: 'actual_matching_match_and_reverse',
+            messageText: 'success',
+            type: 'success',
+            variables,
+        });
+    }
+    if (reversedCount > 0 && failedCount > 0) {
+        return openSnackbar({
+            messageSection: 'actual_matching_match_and_reverse',
+            messageText: 'notification',
+            type: 'warning',
+            variables,
+        });
+    }
+    return null;
+}
+function matchAndReverseHttpFailSnackbar(vendorName) {
+    return openSnackbar({
+        messageSection: 'actual_matching_match_and_reverse',
+        messageText: 'failed',
+        type: 'error',
+        variables: [
+            { variableName: '_count_', variableValue: '0' },
+            { variableName: '_vendor_name_', variableValue: vendorName },
+        ],
+    });
+}
+function matchVendorName(state, matchId) {
+    return getActualMatchingMatchById(state.actualMatchingState, matchId)?.vendorName ?? '';
+}
+export const matchAndReverseAccrualsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(matchAndReverseAccruals.match), 
+// Posts reversing JEs; drop duplicate clicks while a request is in flight.
+exhaustMap((action) => {
+    const { transactionId, transactionIntegrationId, transactionType, lineIds, accrualIds, transactionSyncToken, } = action.payload;
+    const body = {
+        transaction_id: transactionId,
+        transaction_integration_id: transactionIntegrationId,
+        transaction_type: transactionType,
+        line_ids: lineIds,
+        transaction_sync_token: transactionSyncToken,
+        accrual_ids: accrualIds,
+    };
+    // Key leftover results and snackbar vendor to the confirmed bill, not the
+    // row Match New was opened from (user can pick a different txn).
+    const matchId = `${transactionType.toLowerCase()}:${transactionIntegrationId}`;
+    const vendorName = matchVendorName(state$.value, matchId);
+    return zeniAPI
+        .postAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/match-and-reverse`, body)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            const results = response.data.results.map(toMatchAndReverseResult);
+            const successActions = [
+                matchAndReverseAccrualsSuccess({ matchId, results }),
+            ];
+            const occupancyChanged = results.some((result) => isMatchAndReverseCompleteStatus(result.status));
+            const allComplete = results.length > 0 &&
+                results.every((result) => isMatchAndReverseCompleteStatus(result.status));
+            if (occupancyChanged) {
+                // List + detail: list can omit leftovers; detail GET always
+                // writes intended occupancy so Continue match prefills the
+                // remaining leftover set instead of a stale cached row.
+                successActions.push(...refreshActualMatchingList(state$.value), fetchActualMatchingMatch(matchId, true));
+            }
+            const snackbar = matchAndReverseSnackbar(results, vendorName);
+            if (snackbar != null) {
+                successActions.push(snackbar);
+            }
+            if (allComplete) {
+                successActions.push(clearMatchNewModal());
+            }
+            return from(successActions);
+        }
+        return of(matchAndReverseAccrualsFailure({ status: response.status }), matchAndReverseHttpFailSnackbar(vendorName));
+    }), catchError((error) => of(matchAndReverseAccrualsFailure({
+        status: createZeniAPIStatus('Unexpected Error', 'Match and reverse accruals REST API call errored out' +
+            JSON.stringify(error)),
+    }), matchAndReverseHttpFailSnackbar(vendorName))), takeUntil(actions$.pipe(filter(clearAll.match))));
+}));

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

@@ -0,0 +1,16 @@
+import { convertToPeriod, toAbsoluteDay, } from '../../../../../commonStateTypes/timePeriod';
+import { fetchActualMatching } from '../../../reducers/actualMatchingViewReducer';
+import { getSelectedMonthYearForCurrentTenant } from '../../../selectors/actualMatchingViewSelector';
+export function refreshActualMatchingList(state) {
+    const selectedMonthYear = getSelectedMonthYearForCurrentTenant(state);
+    if (selectedMonthYear == null) {
+        return [];
+    }
+    const period = convertToPeriod(selectedMonthYear);
+    const start = toAbsoluteDay(period.start);
+    const end = toAbsoluteDay(period.end);
+    if (start == null || end == null) {
+        return [];
+    }
+    return [fetchActualMatching({ start, end }, true)];
+}