@zeniai/client-epic-state 5.2.41 → 5.2.42

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

@@ -0,0 +1,60 @@
+import { from, merge, of } from 'rxjs';
+import { catchError, debounceTime, filter, mergeMap, switchMap, takeUntil, } from 'rxjs/operators';
+import { withInheritedAccrualCurrency } from '../../../../../entity/actualMatching/actualMatchingPayload';
+import { generateJEOneTimeAccrualKey } from '../../../../../entity/jeSchedules/jeScheduleHelper';
+import { updateJEOneTimeAccruals } from '../../../../../entity/jeSchedules/jeSchedulesReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
+import { clearAll } from '../../../../../rootActions';
+import { searchMatchAccruals, searchMatchAccrualsFailure, searchMatchAccrualsSuccess, } from '../../../reducers/actualMatchingViewReducer';
+import { getTenantDisplayCurrency } from '../../../selectors/actualMatchingViewSelector';
+import { MATCH_ACCRUAL_SEARCH_LIMIT, MATCH_SEARCH_DEBOUNCE_MS, } from '../../../types/actualMatchingViewState';
+export const searchMatchAccrualsEpic = (actions$, state$, zeniAPI) => {
+    const searchActions$ = actions$.pipe(filter(searchMatchAccruals.match));
+    const pagination$ = searchActions$.pipe(filter((action) => action.payload.pageToken != null));
+    const newSearchDebounced$ = searchActions$.pipe(filter((action) => action.payload.pageToken == null), debounceTime(MATCH_SEARCH_DEBOUNCE_MS));
+    return merge(pagination$, newSearchDebounced$).pipe(switchMap((action) => {
+        const { query, pageToken } = action.payload;
+        const offset = pageToken != null && pageToken.length > 0 ? Number(pageToken) : 0;
+        const searchText = encodeURIComponent(query);
+        const limit = MATCH_ACCRUAL_SEARCH_LIMIT;
+        return zeniAPI
+            .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals?status=posted&reversal_policy=on_bill_match&search_text=${searchText}&limit=${limit}&offset=${offset}`)
+            .pipe(mergeMap((response) => {
+            if (isSuccessResponse(response) && response.data != null) {
+                const accruals = response.data.accruals;
+                const append = pageToken != null;
+                const nextOffset = offset + accruals.length;
+                const total = response.data.total ?? nextOffset;
+                const nextPageToken = nextOffset < total ? String(nextOffset) : null;
+                // toJEOneTimeAccrual still defaults a missing code to USD. Stamp
+                // tenant currency first, same as list members.
+                const fallbackCurrencyCode = getTenantDisplayCurrency(state$.value)?.currencyCode ?? '';
+                const stampedAccruals = accruals.map((accrual) => withInheritedAccrualCurrency(accrual, fallbackCurrencyCode));
+                const actionsOut = [];
+                // Picker payloads are thin. Do not replace a Review/Existing
+                // accrual that already has accounts, memo, cleared, matchSuggestion.
+                const existingByKey = state$.value.jeSchedulesState.oneTimeAccrualsByKey;
+                const accrualsToInsert = stampedAccruals.filter((accrual) => existingByKey[generateJEOneTimeAccrualKey(accrual._id)] ==
+                    null);
+                if (accrualsToInsert.length > 0) {
+                    actionsOut.push(updateJEOneTimeAccruals(accrualsToInsert));
+                }
+                actionsOut.push(searchMatchAccrualsSuccess({
+                    append,
+                    nextPageToken,
+                    results: stampedAccruals,
+                }));
+                return from(actionsOut);
+            }
+            return of(searchMatchAccrualsFailure({
+                error: response.status,
+            }));
+        }), catchError((error) => of(searchMatchAccrualsFailure({
+            error: createZeniAPIStatus('Unexpected Error', 'Search match accruals REST API call errored out' +
+                JSON.stringify(error)),
+        }))), 
+        // On the HTTP stream only. Wrapping the outer merge would complete
+        // the epic on the first `clearAll` and drop later searches.
+        takeUntil(actions$.pipe(filter(clearAll.match))));
+    }));
+};

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

@@ -0,0 +1,74 @@
+import { from, merge, of } from 'rxjs';
+import { catchError, debounceTime, filter, mergeMap, switchMap, takeUntil, } from 'rxjs/operators';
+import { getActualMatchingMatchById } from '../../../../../entity/actualMatching/actualMatchingSelector';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
+import { clearAll } from '../../../../../rootActions';
+import { toActualMatchingTransactionSearchResult, } from '../../../payload/actualMatchingPayload';
+import { openMatchNewModal, searchMatchAccruals, searchMatchTransactions, searchMatchTransactionsFailure, searchMatchTransactionsSuccess, } from '../../../reducers/actualMatchingViewReducer';
+import { getTenantDisplayCurrency, parseActualMatchingMatchId, } from '../../../selectors/actualMatchingViewSelector';
+import { MATCH_SEARCH_DEBOUNCE_MS, MATCH_TRANSACTION_SEARCH_PAGE_SIZE, } from '../../../types/actualMatchingViewState';
+export const searchMatchTransactionsEpic = (actions$, state$, zeniAPI) => {
+    const openModal$ = actions$.pipe(filter(openMatchNewModal.match), mergeMap((action) => {
+        const matchId = action.payload.matchId;
+        if (matchId == null || matchId === '') {
+            return from([
+                searchMatchTransactions(''),
+                searchMatchAccruals(''),
+            ]);
+        }
+        const match = getActualMatchingMatchById(state$.value.actualMatchingState, matchId);
+        const parsed = parseActualMatchingMatchId(matchId);
+        const transactionType = match?.transactionType != null && match.transactionType !== ''
+            ? match.transactionType
+            : parsed?.transactionType;
+        const transactionIntegrationId = match?.transactionIntegrationId != null &&
+            match.transactionIntegrationId !== ''
+            ? match.transactionIntegrationId
+            : parsed?.transactionIntegrationId;
+        return from([
+            searchMatchTransactions('', undefined, transactionType, transactionIntegrationId),
+        ]);
+    }));
+    const searchActions$ = actions$.pipe(filter(searchMatchTransactions.match));
+    const pagination$ = searchActions$.pipe(filter((action) => action.payload.pageToken != null));
+    const newSearchDebounced$ = searchActions$.pipe(filter((action) => action.payload.pageToken == null), debounceTime(MATCH_SEARCH_DEBOUNCE_MS));
+    const search$ = merge(pagination$, newSearchDebounced$).pipe(switchMap((action) => {
+        const { query, pageToken, transactionType, transactionIntegrationId } = action.payload;
+        const queryParam = {
+            search_text: query,
+            page_size: MATCH_TRANSACTION_SEARCH_PAGE_SIZE,
+            ...(pageToken != null ? { page_token: pageToken } : {}),
+            ...(transactionType != null && transactionType !== ''
+                ? { transaction_type: transactionType }
+                : {}),
+            ...(transactionIntegrationId != null && transactionIntegrationId !== ''
+                ? { transaction_integration_id: transactionIntegrationId }
+                : {}),
+        };
+        return zeniAPI
+            .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/match-transaction-search?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
+            .pipe(mergeMap((response) => {
+            if (isSuccessResponse(response) && response.data != null) {
+                const { transactions, next_page_token } = response.data;
+                const append = pageToken != null;
+                const fallbackCurrency = getTenantDisplayCurrency(state$.value);
+                const results = transactions.map((transaction) => toActualMatchingTransactionSearchResult(transaction, fallbackCurrency));
+                return of(searchMatchTransactionsSuccess({
+                    append,
+                    nextPageToken: next_page_token ?? null,
+                    results,
+                }));
+            }
+            return of(searchMatchTransactionsFailure({
+                error: response.status,
+            }));
+        }), catchError((error) => of(searchMatchTransactionsFailure({
+            error: createZeniAPIStatus('Unexpected Error', 'Search match transactions REST API call errored out' +
+                JSON.stringify(error)),
+        }))), 
+        // On the HTTP stream only. Wrapping `merge(openModal$, search$)`
+        // would complete the epic on the first `clearAll` and drop later searches.
+        takeUntil(actions$.pipe(filter(clearAll.match))));
+    }));
+    return merge(openModal$, search$);
+};

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

@@ -0,0 +1,78 @@
+import { from, of } from 'rxjs';
+import { catchError, exhaustMap, filter, groupBy, mergeMap, takeUntil, } from 'rxjs/operators';
+import { getActualMatchingMatchById } from '../../../../../entity/actualMatching/actualMatchingSelector';
+import { openSnackbar } from '../../../../../entity/snackbar/snackbarReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
+import { clearAll } from '../../../../../rootActions';
+import { toUndoReversalResult, } from '../../../payload/actualMatchingPayload';
+import { fetchActualMatchingMatch, undoReversalAccruals, undoReversalAccrualsFailure, undoReversalAccrualsSuccess, } from '../../../reducers/actualMatchingViewReducer';
+import { refreshActualMatchingList } from './refreshActualMatchingList';
+function undoReversalSnackbar(results, vendorName) {
+    const undoneCount = results.filter((result) => result.status === 'undone').length;
+    const failedCount = results.length - undoneCount;
+    const variables = [
+        { variableName: '_count_', variableValue: String(undoneCount) },
+        { variableName: '_vendor_name_', variableValue: vendorName },
+    ];
+    if (results.length > 0 && failedCount === 0) {
+        return openSnackbar({
+            messageSection: 'actual_matching_undo_reversal',
+            messageText: 'success',
+            type: 'success',
+            variables,
+        });
+    }
+    if (undoneCount > 0 && failedCount > 0) {
+        return openSnackbar({
+            messageSection: 'actual_matching_undo_reversal',
+            messageText: 'notification',
+            type: 'warning',
+            variables,
+        });
+    }
+    return openSnackbar({
+        messageSection: 'actual_matching_undo_reversal',
+        messageText: 'failed',
+        type: 'error',
+        variables,
+    });
+}
+function matchVendorName(state, matchId) {
+    return (getActualMatchingMatchById(state.actualMatchingState, matchId)?.vendorName ??
+        '');
+}
+export const undoReversalAccrualsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(undoReversalAccruals.match), 
+// Per-match exhaust: a second click on the same match drops while HTTP is in
+// flight. A different match must still run — a global exhaustMap left the
+// other match's reducer In-Progress with no request.
+groupBy((action) => action.payload.matchId), mergeMap((perMatch$) => perMatch$.pipe(exhaustMap((action) => {
+    const { accrualIds, matchId } = action.payload;
+    const body = {
+        accrual_ids: accrualIds,
+    };
+    const vendorName = matchVendorName(state$.value, matchId);
+    return zeniAPI
+        .postAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/undo-reversal`, body)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            const results = response.data.results.map(toUndoReversalResult);
+            const successActions = [
+                undoReversalAccrualsSuccess(matchId, results),
+            ];
+            const anyUndone = results.some((result) => result.status === 'undone');
+            if (anyUndone) {
+                successActions.push(...refreshActualMatchingList(state$.value), fetchActualMatchingMatch(matchId, true));
+            }
+            successActions.push(undoReversalSnackbar(results, vendorName));
+            return from(successActions);
+        }
+        return of(undoReversalAccrualsFailure({
+            matchId,
+            status: response.status,
+        }), undoReversalSnackbar([], vendorName));
+    }), catchError((error) => of(undoReversalAccrualsFailure({
+        matchId,
+        status: createZeniAPIStatus('Unexpected Error', 'Undo reversal accruals REST API call errored out' +
+            JSON.stringify(error)),
+    }), undoReversalSnackbar([], vendorName))), takeUntil(actions$.pipe(filter(clearAll.match))));
+}))));

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

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

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

@@ -1,7 +1,8 @@
-import { EMPTY, of } from 'rxjs';
+import { EMPTY, from } from 'rxjs';
 import { filter, mergeMap } from 'rxjs/operators';
 import { toMonthYearPeriodId } from '../../../../commonStateTypes/timePeriod';
 import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
+import { fetchActualMatchingPage } from '../../reducers/actualMatchingViewReducer';
 import { fetchJeSchedules, fetchJeSchedulesPage, } from '../../reducers/jeSchedulesViewReducer';
 import { ALL_JE_PAGE_TABS, getJESchedulePeriodTabKey, } from '../../types/jeSchedulesViewState';
 /**
@@ -9,27 +10,51 @@ import { ALL_JE_PAGE_TABS, getJESchedulePeriodTabKey, } from '../../types/jeSche
  *
  * Listens for `fetchJeSchedulesPage` rather than `fetchJeSchedules` on purpose: the prefetch emits
  * `fetchJeSchedules`, so listening for that would make this epic feed itself.
+ *
+ * Review <-> Existing share `/1.0/schedules`. Actual Matching is a different endpoint; it is
+ * warmed with `fetchActualMatchingPage` when the page action carries `isAccrualEnabled`.
  */
 export const prefetchOtherJeSchedulesTabEpic = (actions$, state$) => actions$.pipe(filter(fetchJeSchedulesPage.match), mergeMap((action) => {
     const state = state$.value;
-    const { period } = action.payload;
+    const { period, isAccrualEnabled } = action.payload;
     const { selectedPageTab } = state.expenseAutomationJESchedulesViewState.uiState;
-    const otherPageTab = ALL_JE_PAGE_TABS.find((pageTab) => pageTab !== selectedPageTab);
-    if (otherPageTab == null) {
-        return EMPTY;
-    }
+    const actions = [];
+    // AM is chrome-only on ALL_JE_PAGE_TABS; warming it with fetchJeSchedules
+    // would hit the wrong endpoint. Warm every other JE tab, not just the first
+    // in ALL_JE_PAGE_TABS — from AM that first hit is always Review, and Existing
+    // would never prefetch.
+    const otherJeTabs = ALL_JE_PAGE_TABS.filter((pageTab) => pageTab !== selectedPageTab && pageTab !== 'actual_matching');
     const currentTenant = getCurrentTenant(state);
     const selectedPeriod = state.expenseAutomationViewState.selectedPeriodByTenantId[currentTenant.tenantId];
-    if (selectedPeriod == null) {
-        return EMPTY;
+    if (selectedPeriod != null) {
+        otherJeTabs.forEach((otherPageTab) => {
+            const otherPeriodTabKey = getJESchedulePeriodTabKey(otherPageTab, toMonthYearPeriodId(selectedPeriod));
+            const isOtherTabAlreadyLoaded = state.expenseAutomationJESchedulesViewState
+                .jeScheduleTransactionKeysByPeriodAndTab[otherPeriodTabKey] !=
+                null;
+            if (!isOtherTabAlreadyLoaded) {
+                actions.push(fetchJeSchedules(period, true, otherPageTab));
+            }
+        });
+    }
+    // GET /actual-matching is not Statsig-gated; CES has no Statsig. The screen
+    // passes is_accrual_enabled so disabled tenants do not pay for a list they
+    // cannot open. Visible AM is fetchJeSchedulesPageEpic's job.
+    if (isAccrualEnabled === true &&
+        selectedPageTab !== 'actual_matching') {
+        const periodId = toMonthYearPeriodId({
+            month: period.start.month,
+            year: period.start.year,
+        });
+        // `fetchState` is global across months. Skipping on In-Progress would drop
+        // October prefetch while September is still loading; September's success
+        // then marks the slice Completed and October looks loaded with no ids.
+        if (state.expenseAutomationActualMatchingViewState.matchIdsByPeriod[periodId] == null) {
+            actions.push(fetchActualMatchingPage(period, true));
+        }
     }
-    // Already warm for this period: without this check every tab switch would refetch the tab
-    // just left, since a switch also fires fetchJeSchedulesPage.
-    const otherPeriodTabKey = getJESchedulePeriodTabKey(otherPageTab, toMonthYearPeriodId(selectedPeriod));
-    const isOtherTabAlreadyLoaded = state.expenseAutomationJESchedulesViewState
-        .jeScheduleTransactionKeysByPeriodAndTab[otherPeriodTabKey] != null;
-    if (isOtherTabAlreadyLoaded) {
+    if (actions.length === 0) {
         return EMPTY;
     }
-    return of(fetchJeSchedules(period, true, otherPageTab));
+    return from(actions);
 }));

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

@@ -1,23 +1,34 @@
 import { EMPTY, of } from 'rxjs';
 import { filter, mergeMap } from 'rxjs/operators';
-import { convertToPeriod, toAbsoluteDay, } from '../../../../commonStateTypes/timePeriod';
+import { convertToPeriod, toAbsoluteDay, toMonthYearPeriodId, } from '../../../../commonStateTypes/timePeriod';
 import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
 import { fetchJeSchedulesPage, updateJESchedulesUIState, } from '../../reducers/jeSchedulesViewReducer';
-export const switchJESchedulesTabEpic = (actions$, state$) => actions$.pipe(filter(updateJESchedulesUIState.match), filter((action) => action.payload.selectedPageTab != null), mergeMap(() => {
+import { getJESchedulePeriodTabKey } from '../../types/jeSchedulesViewState';
+export const switchJESchedulesTabEpic = (actions$, state$) => actions$.pipe(filter(updateJESchedulesUIState.match), filter((action) => action.payload.selectedPageTab != null), mergeMap((action) => {
     const state = state$.value;
-    const { fetchState, refreshStatus } = state.expenseAutomationJESchedulesViewState;
-    if (fetchState === 'In-Progress' ||
-        refreshStatus.fetchState === 'In-Progress') {
-        return EMPTY;
-    }
+    const nextTab = action.payload.selectedPageTab;
     const currentTenant = getCurrentTenant(state);
     const selectedPeriod = state.expenseAutomationViewState.selectedPeriodByTenantId[currentTenant.tenantId];
     // convertToPeriod destructures, so an unset period throws and takes this epic's subscription
     // down for the rest of the session -- every later tab switch would then stop refreshing. A
     // skipped refresh is the cheaper failure, as in refreshCurrentPage.
-    if (selectedPeriod == null) {
+    if (selectedPeriod == null || nextTab == null) {
         return EMPTY;
     }
+    const { fetchState, refreshStatus, jeScheduleTransactionKeysByPeriodAndTab } = state.expenseAutomationJESchedulesViewState;
+    // Review/Existing share `/1.0/schedules` but not a cache slot. A Review
+    // prefetch must not skip Existing when Existing has no keys yet — AM→Existing
+    // would sit on a skeleton with no request. Skip only when this tab is warm.
+    // AM is a different endpoint — never block it on JE In-Progress.
+    if (nextTab !== 'actual_matching') {
+        const slotKey = getJESchedulePeriodTabKey(nextTab, toMonthYearPeriodId(selectedPeriod));
+        const slotLoaded = jeScheduleTransactionKeysByPeriodAndTab[slotKey] != null;
+        if (slotLoaded &&
+            (fetchState === 'In-Progress' ||
+                refreshStatus.fetchState === 'In-Progress')) {
+            return EMPTY;
+        }
+    }
     const period = convertToPeriod(selectedPeriod);
     const timePeriodStart = toAbsoluteDay(period.start);
     const timePeriodEnd = toAbsoluteDay(period.end);

package/lib/esm/view/expenseAutomationView/expenseAutomationViewReducer.js

@@ -19,11 +19,12 @@ const expenseAutomationView = createSlice({
             reducer() {
                 //do nothing
             },
-            prepare(cacheOverride = false, refreshViewInBackground = false) {
+            prepare(cacheOverride = false, refreshViewInBackground = false, isAccrualEnabled = false) {
                 return {
                     payload: {
                         cacheOverride,
                         refreshViewInBackground,
+                        isAccrualEnabled,
                     },
                 };
             },

package/lib/esm/view/expenseAutomationView/expenseAutomationViewSelector.js

@@ -4,6 +4,7 @@ import { getMonthEndCloseChecksForATenantForSelectedPeriod } from '../../entity/
 import { getCurrentTenant, } from '../../entity/tenant/tenantSelector';
 import { getCompanyMonthEndReportSelectorView } from '../companyMonthEndReportView/companyMonthEndReportViewSelector';
 import { getMonthEndCloseChecksViewByTenantId, isMonthEndInsightDisabled, } from '../monthEndCloseChecksView/monthEndCloseChecksViewSelector';
+import { getExpenseAutomationActualMatchingView } from './selectors/actualMatchingViewSelector';
 import { getExpenseAutomationFluxAnalysisView } from './selectors/fluxAnalysisViewSelector';
 import { getAllSteps } from './selectors/getAllStepsHelper';
 import { getExpenseAutomationJESchedulesView } from './selectors/jeSchedulesViewSelector';
@@ -42,6 +43,8 @@ export function getExpenseAutomationView(state) {
     const reconciliation = getExpenseAutomationReconciliationView(state);
     const expenseAutomationTransactionsView = getExpenseAutomationTransactionView(state);
     const jeSchedules = getExpenseAutomationJESchedulesView(state);
+    // Top-level sibling of `jeSchedules`: see ExpenseAutomationViewSelector.
+    const actualMatching = getExpenseAutomationActualMatchingView(state);
     switch (currentSelectedView) {
         case 'reconciliation':
             currentSelectedViewFetchState = reconciliation.fetchStatus;
@@ -54,12 +57,23 @@ export function getExpenseAutomationView(state) {
                 fluxAnalysis.refreshStatus;
             break;
         case 'je_schedules':
-            currentSelectedViewFetchState = {
-                fetchState: jeSchedules.fetchState,
-                error: jeSchedules.error,
-            };
-            currentSelectedViewBackgroundRefreshFetchState =
-                jeSchedules.refreshStatus;
+            if (expenseAutomationJESchedulesViewState.uiState.selectedPageTab ===
+                'actual_matching') {
+                currentSelectedViewFetchState = {
+                    fetchState: actualMatching.fetchState,
+                    error: actualMatching.error,
+                };
+                currentSelectedViewBackgroundRefreshFetchState =
+                    actualMatching.refreshStatus;
+            }
+            else {
+                currentSelectedViewFetchState = {
+                    fetchState: jeSchedules.fetchState,
+                    error: jeSchedules.error,
+                };
+                currentSelectedViewBackgroundRefreshFetchState =
+                    jeSchedules.refreshStatus;
+            }
             break;
         case 'missing_receipts':
             currentSelectedViewFetchState = {
@@ -88,6 +102,9 @@ export function getExpenseAutomationView(state) {
             };
             break;
     }
+    // AM is optional (flag-off / background prefetch) and must not keep the
+    // page-level AND-complete fetchState stuck on Not-Started. Tab chrome uses
+    // currentSelectedViewFetchState, which already switches to AM when selected.
     const fetchStateVariables = [
         expenseAutomationMissingReceiptsViewState,
         expenseAutomationJESchedulesViewState,
@@ -176,6 +193,7 @@ export function getExpenseAutomationView(state) {
     ]);
     return {
         jeSchedules,
+        actualMatching,
         transactionView: expenseAutomationTransactionsView,
         missingReceipts,
         reconciliation,

package/lib/esm/view/expenseAutomationView/expenseAutomationViewState.js

@@ -1,5 +1,5 @@
-import { stringToUnion } from '../../commonStateTypes/stringToUnion';
-export const EXPENSE_AUTOMATION_VIEW_TYPES = [
+import { stringToUnion, stringToUnionStrict, } from '../../commonStateTypes/stringToUnion';
+const EXPENSE_AUTOMATION_VIEW_TYPES = [
     'transaction_categorization',
     'je_schedules',
     'reconciliation',
@@ -8,3 +8,5 @@ export const EXPENSE_AUTOMATION_VIEW_TYPES = [
     'month_end_insights',
 ];
 export const toExpenseAutomationViewType = (v) => stringToUnion(v, EXPENSE_AUTOMATION_VIEW_TYPES);
+/** Unlike `toExpenseAutomationViewType`, unknown strings return `undefined`. */
+export const toExpenseAutomationViewTypeStrict = (v) => stringToUnionStrict(v, EXPENSE_AUTOMATION_VIEW_TYPES);

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

@@ -0,0 +1,68 @@
+import { toString } from '../../../commonStateTypes/timePeriod';
+import { toMatchAndReverseResultStatus, toUndoReversalResultStatus, } from '../types/actualMatchingViewState';
+export function toServiceMonthFromPeriod(period) {
+    return toString(period.start).slice(0, 7);
+}
+function resolveMatchSearchAmount(payload) {
+    const raw = payload.total_amount ?? payload.amount;
+    if (typeof raw === 'number' && Number.isFinite(raw)) {
+        return raw;
+    }
+    if (typeof raw === 'string' && raw !== '') {
+        const parsed = Number(raw);
+        if (Number.isFinite(parsed)) {
+            return parsed;
+        }
+    }
+    return 0;
+}
+function resolveMatchSearchCurrencySymbol(payload, currencyCode, fallbackCurrency) {
+    if (payload.currency_symbol != null && payload.currency_symbol !== '') {
+        return payload.currency_symbol;
+    }
+    if (fallbackCurrency != null &&
+        currencyCode === fallbackCurrency.currencyCode) {
+        return fallbackCurrency.currencySymbol;
+    }
+    return currencyCode;
+}
+export function toActualMatchingTransactionSearchResult(payload, fallbackCurrency) {
+    const currencyCode = payload.currency_code != null && payload.currency_code !== ''
+        ? payload.currency_code
+        : fallbackCurrency?.currencyCode ?? '';
+    return {
+        transactionId: payload.transaction_id,
+        transactionIntegrationId: payload.transaction_integration_id,
+        transactionType: (payload.transaction_type || '').toLowerCase(),
+        lineId: payload.line_id,
+        vendorId: payload.vendor_id ?? undefined,
+        vendorName: payload.vendor_name ?? '',
+        amount: resolveMatchSearchAmount(payload),
+        transactionDate: payload.transaction_date,
+        accountId: payload.account_id ?? undefined,
+        accountName: payload.account_name ?? undefined,
+        accountDescription: payload.account_description ?? undefined,
+        accountingClassId: payload.accounting_class_id ?? undefined,
+        accountingClassName: payload.accounting_class_name ?? undefined,
+        currencyCode,
+        currencySymbol: resolveMatchSearchCurrencySymbol(payload, currencyCode, fallbackCurrency),
+        transactionMemo: payload.transaction_memo ?? undefined,
+        transactionDescription: payload.transaction_description ?? undefined,
+        transactionTypeName: payload.transaction_type_name ?? undefined,
+        syncToken: payload.sync_token == null ? '' : String(payload.sync_token),
+    };
+}
+export function toMatchAndReverseResult(payload) {
+    return {
+        accrualId: payload.accrual_id,
+        status: toMatchAndReverseResultStatus(payload.status),
+        reason: payload.reason ?? undefined,
+    };
+}
+export function toUndoReversalResult(payload) {
+    return {
+        accrualId: payload.accrual_id,
+        status: toUndoReversalResultStatus(payload.status),
+        reason: payload.reason ?? undefined,
+    };
+}