@zeniai/client-epic-state 5.2.62-beta0MM → 5.2.62-beta1KB

package/lib/esm/index.js

@@ -188,7 +188,7 @@ import { toExpenseAutomationViewType, toExpenseAutomationViewTypeStrict, } from
 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 { ackCloseMatchAfterIgnore, ackCloseMatchAfterUndo, clearActualMatchingView as clearExpenseAutomationActualMatchingView, clearMatchNewModal, closeMatchNewModal, fetchActualMatching as fetchExpenseAutomationActualMatching, fetchActualMatchingMatch, fetchActualMatchingPage as fetchExpenseAutomationActualMatchingPage, ignoreActualMatchingSuggestion, matchAndReverseAccruals, openMatchNewModal, searchMatchAccruals, searchMatchTransactions, undoReversalAccruals, updateActualMatchingUIState as updateExpenseAutomationActualMatchingUIState, } from './view/expenseAutomationView/reducers/actualMatchingViewReducer';
+import { ackCloseMatchAfterUndo, clearActualMatchingView as clearExpenseAutomationActualMatchingView, clearMatchNewModal, closeMatchNewModal, fetchActualMatchingMatch, fetchActualMatching as fetchExpenseAutomationActualMatching, 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, toggleJEFailedGroupCollapsed, 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';
@@ -200,7 +200,7 @@ 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, ALL_ACTUAL_MATCHING_IGNORE_REASONS, actualMatchingTransactionLineKey, toActualMatchingIgnoreReasonType, toActualMatchingSortKey as toExpenseAutomationActualMatchingSortKey, toActualMatchingStatusFilter as toExpenseAutomationActualMatchingStatusFilter, toMatchAndReverseResultStatus, toUndoReversalResultStatus, } from './view/expenseAutomationView/types/actualMatchingViewState';
+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 { 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';
@@ -428,8 +428,11 @@ import { getAllTopExpenses, getTop6Expenses, getTopExpenses, } from './view/topE
 import { TOP_EX_TIME_PERIODS, } from './view/topEx/topExState';
 import { getAccountingProviderAttachment, } from './view/transactionDetail/getAccountingProviderAttachmentSelector';
 import { JOURNAL_ENTRY_SORT_KEYS, filterJournalEntryLinesExcludingLinked, journalEntryDefaultSortConfig, journalEntrySplitReconciliation, journalEntryTotalsByPostingSide, sortJournalEntryLines, sumJournalEntryAmounts, toJournalEntrySortKey, } from './view/transactionDetail/journalEntryLinesViewModel';
+import { prepareCreateTransactionPayload, } from './view/transactionDetail/createTransaction/createTransactionPayload';
+import { getCreateTransactionLocalData, getCreateTransactionStatus, getCreateTransactionVendorRecommendations, getCreateTransactionView, } from './view/transactionDetail/createTransaction/createTransactionSelector';
+import { ALL_CREATABLE_TRANSACTION_TYPES, } from './view/transactionDetail/createTransaction/createTransactionState';
 import { getChangedLineItemCountFromLocalData, isAccountUncategorized, } from './view/transactionDetail/transactionDetailLocalDataHelper';
-import { addSplitLine, clearTransactionDetailSaveStatus, deleteSplitLine, deleteTransactionAttachment, downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentFailure, downloadAccountingProviderAttachmentSuccess, fetchTransactionDetail, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, resetAllLineItemsToVendor, resetLineItemsCategoryClassInLocalData, resetSelectedCustomer, resetVendor, saveTransactionDetail, saveTransactionDetailLocalData, setAllLineItemsLocalDataIsUpdateAllChecked, setAllLineItemsToCategoryClassInLocalData, setIsVendorUpdateAllChecked, toggleSplitEditMode, updateLatestSelectedEntity, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateSelectedCustomer, updateSelectedVendor, updateTransactionDetail, updateVendorBulkRecommendationsFetchStatus, updateVendorToAllLineItems, uploadMissingAttachmentSuccess, } from './view/transactionDetail/transactionDetailReducer';
+import { addCreateTransactionLine, addSplitLine, clearRecommendationsForCreateTransactionLines, clearTransactionDetailSaveStatus, createTransaction, createTransactionSuccessOrFailure, fetchVendorRecommendationsForCreateTransaction, initializeCreateTransactionLocalData, removeCreateTransactionLine, resetCreateTransactionLocalData, setRecommendationsForCreateTransactionLines, updateCreateTransactionLineLocalData, updateCreateTransactionLocalData, deleteSplitLine, deleteTransactionAttachment, downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentFailure, downloadAccountingProviderAttachmentSuccess, fetchTransactionDetail, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, resetAllLineItemsToVendor, resetLineItemsCategoryClassInLocalData, resetSelectedCustomer, resetVendor, saveTransactionDetail, saveTransactionDetailLocalData, setAllLineItemsLocalDataIsUpdateAllChecked, setAllLineItemsToCategoryClassInLocalData, setIsVendorUpdateAllChecked, toggleSplitEditMode, updateLatestSelectedEntity, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateSelectedCustomer, updateSelectedVendor, updateTransactionDetail, updateVendorBulkRecommendationsFetchStatus, updateVendorToAllLineItems, uploadMissingAttachmentSuccess, } from './view/transactionDetail/transactionDetailReducer';
 import { getInitialUpdatablePeriodsForTransactionRecommendations, getTransactionDetail, getTransactionDetailForTransaction, } from './view/transactionDetail/transactionDetailSelector';
 import { getThirdPartyIdFromTransactionId, } from './view/transactionDetail/transactionDetailState';
 import { getTransactionListByAccount, getTransactionListUIStateByAccountKey, } from './view/transactionList/transactionListByAccountSelector';
@@ -492,7 +495,7 @@ 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, ALL_ACTUAL_MATCHING_IGNORE_REASONS, actualMatchingTransactionLineKey, ALL_JE_PAGE_TABS, MATCH_ACCRUAL_SEARCH_LIMIT, MATCH_SEARCH_DEBOUNCE_MS, MATCH_TRANSACTION_SEARCH_PAGE_SIZE, toExpenseAutomationJEScheduleSortKey, toExpenseAutomationActualMatchingSortKey, toExpenseAutomationActualMatchingStatusFilter, toActualMatchingIgnoreReasonType, toJEPageTab, toMatchAndReverseResultStatus, toUndoReversalResultStatus, toggleJECreatedGroupCollapsed, toggleJEFailedGroupCollapsed, toggleJEPendingGroupCollapsed, updateJEScheduleTypeFilter, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, toExpenseAutomationViewTypeStrict, 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, toggleJEFailedGroupCollapsed, 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, };
@@ -554,7 +557,7 @@ export { isTransferTransaction };
 export { getScheduleTransactionById, getSupportedTransactionById, };
 export { updateLatestTransactionId, parallelFetchAccountTransactionList, parallelFetchEntityTransactionList, fetchAccountTransactionList, updateTransactionListByAccount, updateTransactionListByAccountFailure, updateTransactionListByAccountUIState, parallelFetchClassTransactionList, updateTransactionListByClassUIState, updateTransactionListByClass, parallelFetchProjectTransactionList, updateTransactionListByProjectUIState, updateTransactionListByProject, updateTransactionListUIStateByCategoryType, parallelFetchTransactionListByCategoryType, };
 export { getTransactionListByAccount, getTransactionListUIStateByAccountKey, };
-export { fetchEntityTransactionList, updateTransactionListByEntity, saveTransactionDetailLocalData, clearTransactionDetailSaveStatus, updateTransactionListByEntityFailure, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, saveTransactionDetail, setAllLineItemsLocalDataIsUpdateAllChecked, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetSelectedCustomer, resetVendor, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, addSplitLine, deleteSplitLine, toggleSplitEditMode, };
+export { ALL_CREATABLE_TRANSACTION_TYPES, initializeCreateTransactionLocalData, updateCreateTransactionLocalData, updateCreateTransactionLineLocalData, addCreateTransactionLine, removeCreateTransactionLine, resetCreateTransactionLocalData, createTransaction, createTransactionSuccessOrFailure, fetchVendorRecommendationsForCreateTransaction, setRecommendationsForCreateTransactionLines, clearRecommendationsForCreateTransactionLines, getCreateTransactionView, getCreateTransactionLocalData, getCreateTransactionStatus, getCreateTransactionVendorRecommendations, prepareCreateTransactionPayload, fetchEntityTransactionList, updateTransactionListByEntity, saveTransactionDetailLocalData, clearTransactionDetailSaveStatus, updateTransactionListByEntityFailure, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, saveTransactionDetail, setAllLineItemsLocalDataIsUpdateAllChecked, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetSelectedCustomer, resetVendor, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, addSplitLine, deleteSplitLine, toggleSplitEditMode, };
 export { downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentSuccess, downloadAccountingProviderAttachmentFailure, fetchTransactionDetail, updateTransactionDetail, uploadMissingAttachmentSuccess, deleteTransactionAttachment, getThirdPartyIdFromTransactionId, };
 export { getTransactionListByEntity };
 export { getTransactionListByClass, getTransactionListUIStateByClassKey, getTransactionListByProject, getTransactionListUIStateByProjectKey, getTransactionListByEntityForSinglePeriod, };
@@ -663,7 +666,7 @@ 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 { ackCloseMatchAfterIgnore, ackCloseMatchAfterUndo, clearExpenseAutomationActualMatchingView, closeMatchNewModal, clearMatchNewModal, fetchExpenseAutomationActualMatching, fetchActualMatchingMatch, fetchExpenseAutomationActualMatchingPage, ignoreActualMatchingSuggestion, matchAndReverseAccruals, openMatchNewModal, searchMatchAccruals, searchMatchTransactions, undoReversalAccruals, updateExpenseAutomationActualMatchingUIState, };
+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, };
@@ -867,4 +870,4 @@ 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, getActualMatchingMatchModalConfirmStatus, getCloseMatchAfterIgnoreMatchId, getCloseMatchAfterUndo, getCloseMatchAfterUndoMatchId, parseActualMatchingMatchId, getExpenseAutomationActualMatchingMatchView, getExpenseAutomationActualMatchingView, isAutoReversedAccrual, isManuallyReversedAccrual, isPendingReviewAccrual, } from './view/expenseAutomationView/selectors/actualMatchingViewSelector';
+export { getActualMatchingAmount, getActualMatchingReversalDate, getCloseMatchAfterUndo, parseActualMatchingMatchId, getExpenseAutomationActualMatchingMatchView, getExpenseAutomationActualMatchingView, isAutoReversedAccrual, isManuallyReversedAccrual, isPendingReviewAccrual, } from './view/expenseAutomationView/selectors/actualMatchingViewSelector';

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

@@ -87,8 +87,8 @@ exhaustMap((action) => {
                 results.every((result) => isMatchAndReverseCompleteStatus(result.status));
             if (occupancyChanged) {
                 // List + detail: list can omit leftovers; detail GET always
-                // writes intended occupancy so leftover retry can join C
-                // onto the occupied bill instead of a stale cached row.
+                // writes intended occupancy so Continue match prefills the
+                // remaining leftover set instead of a stale cached row.
                 successActions.push(...refreshActualMatchingList(state$.value), fetchActualMatchingMatch(matchId, true));
             }
             const snackbar = matchAndReverseSnackbar(results, vendorName);
@@ -100,12 +100,8 @@ exhaustMap((action) => {
             }
             return from(successActions);
         }
-        return of(matchAndReverseAccrualsFailure({
-            status: response.status,
-            matchId,
-        }), matchAndReverseHttpFailSnackbar(vendorName));
+        return of(matchAndReverseAccrualsFailure({ status: response.status }), matchAndReverseHttpFailSnackbar(vendorName));
     }), catchError((error) => of(matchAndReverseAccrualsFailure({
-        matchId,
         status: createZeniAPIStatus('Unexpected Error', 'Match and reverse accruals REST API call errored out' +
             JSON.stringify(error)),
     }), matchAndReverseHttpFailSnackbar(vendorName))), takeUntil(actions$.pipe(filter(clearAll.match))));

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

@@ -1,13 +1,34 @@
 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 } from '../../../selectors/actualMatchingViewSelector';
+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$.pipe(filter(openMatchNewModal.match), mergeMap(() => from([searchMatchTransactions(''), searchMatchAccruals('')])));
+    const openModal$ = 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));

package/lib/esm/view/expenseAutomationView/reducers/actualMatchingViewReducer.js

@@ -22,6 +22,9 @@ export const initialAccrualSearchState = {
 };
 export const initialMatchModalState = {
     isOpen: false,
+    openedFromMatchId: undefined,
+    didPinPrefillTransactions: false,
+    pinnedTransactionResults: [],
     transactionSearch: initialTransactionSearchState,
     accrualSearch: initialAccrualSearchState,
     confirmStatus: { fetchState: 'Not-Started', error: undefined },
@@ -41,14 +44,10 @@ export const initialState = {
         sortOrder: 'descending',
         searchString: '',
         scrollPosition: { scrollTop: 0, scrollLeft: undefined },
-        statusFilter: 'all',
     },
     matchModal: initialMatchModalState,
     undoReversalStatusByMatchId: {},
-    ignoreStatusByMatchId: {},
-    confirmStatusByMatchId: {},
-    closeMatchAfterUndoMatchId: undefined,
-    closeMatchAfterIgnoreMatchId: undefined,
+    closeMatchAfterUndo: false,
     lastMatchResultsByMatchId: {},
     lastUndoResultsByMatchId: {},
     hasValidState() {
@@ -97,6 +96,9 @@ function resetMatchModalSearches(draft) {
         error: undefined,
     };
     draft.matchModal.lastBatchResults = undefined;
+    draft.matchModal.openedFromMatchId = undefined;
+    draft.matchModal.didPinPrefillTransactions = false;
+    draft.matchModal.pinnedTransactionResults = [];
 }
 const expenseAutomationActualMatchingView = createSlice({
     name: 'expenseAutomationActualMatchingView',
@@ -237,13 +239,21 @@ const expenseAutomationActualMatchingView = createSlice({
             if (action.payload.scrollPosition != null) {
                 draft.uiState.scrollPosition = action.payload.scrollPosition;
             }
-            if (action.payload.statusFilter != null) {
-                draft.uiState.statusFilter = action.payload.statusFilter;
-            }
         },
-        openMatchNewModal(draft) {
-            resetMatchModalSearches(draft);
-            draft.matchModal.isOpen = true;
+        openMatchNewModal: {
+            prepare(matchId) {
+                return { payload: { matchId } };
+            },
+            reducer(draft, action) {
+                resetMatchModalSearches(draft);
+                draft.matchModal.isOpen = true;
+                const matchId = action.payload.matchId;
+                draft.matchModal.openedFromMatchId =
+                    matchId != null && matchId !== '' ? matchId : undefined;
+                if (draft.matchModal.openedFromMatchId != null) {
+                    draft.matchModal.accrualSearch.fetchState = 'Completed';
+                }
+            },
         },
         // Dismiss (Cancel / overlay). Store reset matches `clearMatchNewModal`;
         // the actions stay distinct so confirm-success vs user-dismiss stay observable.
@@ -298,6 +308,11 @@ const expenseAutomationActualMatchingView = createSlice({
             }
             else {
                 draft.matchModal.transactionSearch.results = results;
+                if (draft.matchModal.openedFromMatchId != null &&
+                    !draft.matchModal.didPinPrefillTransactions) {
+                    draft.matchModal.didPinPrefillTransactions = true;
+                    draft.matchModal.pinnedTransactionResults = results;
+                }
             }
             draft.matchModal.transactionSearch.nextPageToken = nextPageToken;
             draft.matchModal.transactionSearch.isLoadingMore = false;
@@ -350,24 +365,21 @@ const expenseAutomationActualMatchingView = createSlice({
             draft.matchModal.accrualSearch.error = action.payload.error;
         },
         matchAndReverseAccruals: {
-            reducer(draft, action) {
-                const inProgress = {
+            reducer(draft) {
+                draft.matchModal.confirmStatus = {
                     fetchState: 'In-Progress',
                     error: undefined,
                 };
-                draft.matchModal.confirmStatus = inProgress;
-                const matchId = `${action.payload.transactionType.toLowerCase()}:${action.payload.transactionIntegrationId}`;
-                draft.confirmStatusByMatchId[matchId] = inProgress;
             },
             prepare(transactionId, transactionIntegrationId, transactionType, lineIds, transactionSyncToken, accrualIds) {
                 return {
                     payload: {
-                        accrualIds,
-                        lineIds,
                         transactionId,
                         transactionIntegrationId,
-                        transactionSyncToken,
                         transactionType,
+                        lineIds,
+                        transactionSyncToken,
+                        accrualIds,
                     },
                 };
             },
@@ -384,21 +396,15 @@ const expenseAutomationActualMatchingView = createSlice({
                 };
             draft.matchModal.lastBatchResults = results;
             if (action.payload.matchId != null) {
-                draft.confirmStatusByMatchId[action.payload.matchId] =
-                    draft.matchModal.confirmStatus;
                 draft.lastMatchResultsByMatchId[action.payload.matchId] = results;
                 pruneLastUndoResultsForMatched(draft, action.payload.matchId, action.payload.results);
             }
         },
         matchAndReverseAccrualsFailure(draft, action) {
-            const failed = {
+            draft.matchModal.confirmStatus = {
                 fetchState: 'Error',
                 error: action.payload.status,
             };
-            draft.matchModal.confirmStatus = failed;
-            if (action.payload.matchId != null) {
-                draft.confirmStatusByMatchId[action.payload.matchId] = failed;
-            }
         },
         undoReversalAccruals: {
             reducer(draft, action) {
@@ -420,7 +426,7 @@ const expenseAutomationActualMatchingView = createSlice({
                 };
                 const allUndone = results.length > 0 &&
                     results.every((result) => result.status === 'undone');
-                draft.closeMatchAfterUndoMatchId = allUndone ? matchId : undefined;
+                draft.closeMatchAfterUndo = allUndone;
                 pruneLastMatchResultsForUndone(draft, matchId, results);
                 if (allUndone) {
                     delete draft.lastUndoResultsByMatchId[matchId];
@@ -434,44 +440,7 @@ const expenseAutomationActualMatchingView = createSlice({
             },
         },
         ackCloseMatchAfterUndo(draft) {
-            draft.closeMatchAfterUndoMatchId = undefined;
-        },
-        ignoreActualMatchingSuggestion: {
-            prepare(matchId, reason, note) {
-                return { payload: { matchId, reason, note } };
-            },
-            reducer(draft, action) {
-                draft.ignoreStatusByMatchId[action.payload.matchId] = {
-                    fetchState: 'In-Progress',
-                    error: undefined,
-                };
-            },
-        },
-        ignoreActualMatchingSuggestionSuccess(draft, action) {
-            const { matchId } = action.payload;
-            draft.ignoreStatusByMatchId[matchId] = {
-                fetchState: 'Completed',
-                error: undefined,
-            };
-            draft.closeMatchAfterIgnoreMatchId = matchId;
-            delete draft.lastMatchResultsByMatchId[matchId];
-            delete draft.lastUndoResultsByMatchId[matchId];
-            delete draft.detailFetchStateByMatchId[matchId];
-            delete draft.detailRefreshStatusByMatchId[matchId];
-            delete draft.undoReversalStatusByMatchId[matchId];
-            delete draft.confirmStatusByMatchId[matchId];
-            Object.keys(draft.matchIdsByPeriod).forEach((periodId) => {
-                draft.matchIdsByPeriod[periodId] = draft.matchIdsByPeriod[periodId].filter((id) => id !== matchId);
-            });
-        },
-        ignoreActualMatchingSuggestionFailure(draft, action) {
-            draft.ignoreStatusByMatchId[action.payload.matchId] = {
-                fetchState: 'Error',
-                error: action.payload.status,
-            };
-        },
-        ackCloseMatchAfterIgnore(draft) {
-            draft.closeMatchAfterIgnoreMatchId = undefined;
+            draft.closeMatchAfterUndo = false;
         },
         undoReversalAccrualsFailure(draft, action) {
             draft.undoReversalStatusByMatchId[action.payload.matchId] = {
@@ -489,5 +458,5 @@ const expenseAutomationActualMatchingView = createSlice({
         });
     },
 });
-export const { ackCloseMatchAfterIgnore, ackCloseMatchAfterUndo, clearActualMatchingView, clearMatchNewModal, closeMatchNewModal, fetchActualMatching, fetchActualMatchingFailure, fetchActualMatchingMatch, fetchActualMatchingMatchFailure, fetchActualMatchingMatchSuccess, fetchActualMatchingPage, fetchActualMatchingSuccess, ignoreActualMatchingSuggestion, ignoreActualMatchingSuggestionFailure, ignoreActualMatchingSuggestionSuccess, matchAndReverseAccruals, matchAndReverseAccrualsFailure, matchAndReverseAccrualsSuccess, openMatchNewModal, searchMatchAccruals, searchMatchAccrualsFailure, searchMatchAccrualsSuccess, searchMatchTransactions, searchMatchTransactionsFailure, searchMatchTransactionsSuccess, undoReversalAccruals, undoReversalAccrualsFailure, undoReversalAccrualsSuccess, updateActualMatchingUIState, } = expenseAutomationActualMatchingView.actions;
+export const { ackCloseMatchAfterUndo, clearActualMatchingView, clearMatchNewModal, closeMatchNewModal, fetchActualMatching, fetchActualMatchingFailure, fetchActualMatchingMatch, fetchActualMatchingMatchFailure, fetchActualMatchingMatchSuccess, fetchActualMatchingPage, fetchActualMatchingSuccess, matchAndReverseAccruals, matchAndReverseAccrualsFailure, matchAndReverseAccrualsSuccess, openMatchNewModal, searchMatchAccruals, searchMatchAccrualsFailure, searchMatchAccrualsSuccess, searchMatchTransactions, searchMatchTransactionsFailure, searchMatchTransactionsSuccess, undoReversalAccruals, undoReversalAccrualsFailure, undoReversalAccrualsSuccess, updateActualMatchingUIState, } = expenseAutomationActualMatchingView.actions;
 export default expenseAutomationActualMatchingView.reducer;

package/lib/esm/view/expenseAutomationView/selectors/actualMatchingViewSelector.js

@@ -1,11 +1,11 @@
 import orderBy from 'lodash/orderBy';
-import { createSelector } from '@reduxjs/toolkit';
 import { toMonthYearPeriodId, } from '../../../commonStateTypes/timePeriod';
 import { getActualMatchingMatchById } from '../../../entity/actualMatching/actualMatchingSelector';
 import { generateJEOneTimeAccrualKey } from '../../../entity/jeSchedules/jeScheduleHelper';
 import { getJEOneTimeAccrualByKey, } from '../../../entity/jeSchedules/jeSchedulesSelector';
 import { getCurrentTenant } from '../../../entity/tenant/tenantSelector';
 import { date } from '../../../zeniDayJS';
+import { actualMatchingTransactionLineKey, } from '../types/actualMatchingViewState';
 export function getSelectedMonthYearForCurrentTenant(state) {
     const tenantId = getCurrentTenant(state)?.tenantId;
     if (tenantId == null) {
@@ -34,6 +34,27 @@ function toMatchModalAccrual(member) {
         jeOneTimeAccrualKey: generateJEOneTimeAccrualKey(member.accrualId),
     };
 }
+function uniqueMatchModalAccruals(pinned, searched) {
+    const byId = new Map();
+    pinned.forEach((row) => byId.set(row.accrualId, row));
+    searched.forEach((row) => {
+        if (!byId.has(row.accrualId)) {
+            byId.set(row.accrualId, row);
+        }
+    });
+    return Array.from(byId.values());
+}
+function uniqueTransactionSearchResults(pinned, searched) {
+    const byKey = new Map();
+    pinned.forEach((row) => byKey.set(actualMatchingTransactionLineKey(row.transactionType, row.transactionIntegrationId, row.lineId), row));
+    searched.forEach((row) => {
+        const key = actualMatchingTransactionLineKey(row.transactionType, row.transactionIntegrationId, row.lineId);
+        if (!byKey.has(key)) {
+            byKey.set(key, row);
+        }
+    });
+    return Array.from(byKey.values());
+}
 export function parseActualMatchingMatchId(matchId) {
     const separator = matchId.indexOf(':');
     if (separator <= 0 || separator === matchId.length - 1) {
@@ -206,7 +227,6 @@ function emptyKpiSummary() {
         actualsReceived: { count: 0, expectedCount: 0, vendorsPending: 0 },
         autoReversed: { count: 0, percent: 0, clearedAmount: 0 },
         pendingReview: { count: 0, amount: 0, estimatedMinutesToClear: 0 },
-        reversed: { count: 0 },
         variance: { percent: 0, averagePercentPerMatch: 0, netAmount: 0 },
     };
 }
@@ -262,7 +282,6 @@ export function buildActualMatchingKpiSummary(rows, displayCurrencyCode) {
     }
     const autoReversed = kpiRows.filter((row) => row.kind === 'auto_reversed');
     const pendingReview = kpiRows.filter((row) => row.kind === 'pending_review');
-    const reversed = kpiRows.filter((row) => isReversedMatchKind(row.kind));
     const receivedCount = kpiRows.length;
     const rowsWithActual = kpiRows.filter((row) => row.actualAmount?.amount != null);
     const accruedTotal = rowsWithActual.reduce((sum, row) => sum + (row.accruedAmount?.amount ?? row.estimatedAmount.amount), 0);
@@ -288,9 +307,6 @@ export function buildActualMatchingKpiSummary(rows, displayCurrencyCode) {
             amount: sumRowAmounts(pendingReview, displayCurrencyCode),
             estimatedMinutesToClear: pendingReview.length * ESTIMATED_MINUTES_PER_PENDING_MATCH,
         },
-        reversed: {
-            count: reversed.length,
-        },
         variance: {
             percent: accruedTotal === 0
                 ? 0
@@ -303,55 +319,23 @@ export function buildActualMatchingKpiSummary(rows, displayCurrencyCode) {
         },
     };
 }
-function toActualMatchingMatchView(match) {
+export function getExpenseAutomationActualMatchingMatchView(state, matchId) {
+    const view = state.expenseAutomationActualMatchingViewState;
     return {
-        ...match,
-        members: match.members.map(toMatchModalAccrual),
-        leftovers: match.leftovers == null
-            ? undefined
-            : match.leftovers.map(toMatchModalAccrual),
+        match: getActualMatchingMatchById(state.actualMatchingState, matchId),
+        detailFetchState: view.detailFetchStateByMatchId[matchId] ?? NOT_STARTED,
+        refreshStatus: view.detailRefreshStatusByMatchId[matchId] ?? NOT_STARTED,
+        undoReversalStatus: view.undoReversalStatusByMatchId[matchId] ?? NOT_STARTED,
+        lastMatchResults: view.lastMatchResultsByMatchId?.[matchId],
+        lastUndoResults: view.lastUndoResultsByMatchId?.[matchId],
     };
 }
-const EMPTY_ACTUAL_MATCHING_ROWS = [];
-const matchViewSelectorById = new Map();
-export function getExpenseAutomationActualMatchingMatchView(state, matchId) {
-    let selector = matchViewSelectorById.get(matchId);
-    if (selector == null) {
-        selector = createSelector([
-            (root) => root.expenseAutomationActualMatchingViewState,
-            (root) => getActualMatchingMatchById(root.actualMatchingState, matchId),
-        ], (view, match) => ({
-            detailFetchState: view.detailFetchStateByMatchId[matchId] ?? NOT_STARTED,
-            ignoreStatus: view.ignoreStatusByMatchId[matchId] ?? NOT_STARTED,
-            lastMatchResults: view.lastMatchResultsByMatchId?.[matchId],
-            lastUndoResults: view.lastUndoResultsByMatchId?.[matchId],
-            match: match == null ? undefined : toActualMatchingMatchView(match),
-            refreshStatus: view.detailRefreshStatusByMatchId[matchId] ?? NOT_STARTED,
-            undoReversalStatus: view.undoReversalStatusByMatchId[matchId] ?? NOT_STARTED,
-        }));
-        matchViewSelectorById.set(matchId, selector);
-    }
-    return selector(state);
-}
 export function getCloseMatchAfterUndo(state) {
-    return state.expenseAutomationActualMatchingViewState.closeMatchAfterUndoMatchId;
-}
-export function getCloseMatchAfterUndoMatchId(state) {
-    return getCloseMatchAfterUndo(state);
-}
-export function getCloseMatchAfterIgnoreMatchId(state) {
-    return state.expenseAutomationActualMatchingViewState
-        .closeMatchAfterIgnoreMatchId;
-}
-export function getActualMatchingMatchModalConfirmStatus(state, matchId) {
-    if (matchId != null && matchId !== '') {
-        return (state.expenseAutomationActualMatchingViewState.confirmStatusByMatchId[matchId] ?? NOT_STARTED);
-    }
-    return state.expenseAutomationActualMatchingViewState.matchModal.confirmStatus;
+    return state.expenseAutomationActualMatchingViewState.closeMatchAfterUndo;
 }
 export function getExpenseAutomationActualMatchingView(state) {
     const { expenseAutomationActualMatchingViewState } = state;
-    const { matchIdsByPeriod, fetchState, error, refreshStatus, uiState, matchModal, ignoreStatusByMatchId, undoReversalStatusByMatchId, } = expenseAutomationActualMatchingViewState;
+    const { matchIdsByPeriod, fetchState, error, refreshStatus, uiState, matchModal, } = expenseAutomationActualMatchingViewState;
     const selectedPeriod = getSelectedMonthYearForCurrentTenant(state);
     const monthYearPeriodId = selectedPeriod != null ? toMonthYearPeriodId(selectedPeriod) : undefined;
     const matchIds = monthYearPeriodId != null ? matchIdsByPeriod[monthYearPeriodId] : undefined;
@@ -361,18 +345,38 @@ export function getExpenseAutomationActualMatchingView(state) {
         .filter((match) => match.members.length > 0)
         .map(toActualMatchingRow);
     const rows = allRows.filter((row) => matchesSearch(row, uiState.searchString));
-    const includePendingReview = uiState.statusFilter !== 'reversed';
-    const includeReversed = uiState.statusFilter !== 'pending_review';
-    const reversed = includeReversed
-        ? sortActualMatchingRows(rows.filter((row) => isReversedMatchKind(row.kind)), uiState)
-        : EMPTY_ACTUAL_MATCHING_ROWS;
-    const pendingReview = includePendingReview
-        ? sortActualMatchingRows(rows.filter((row) => row.kind === 'pending_review'), uiState)
-        : EMPTY_ACTUAL_MATCHING_ROWS;
+    const reversed = sortActualMatchingRows(rows.filter((row) => isReversedMatchKind(row.kind)), uiState);
+    const pendingReview = sortActualMatchingRows(rows.filter((row) => row.kind === 'pending_review'), uiState);
     const kpiSummary = buildActualMatchingKpiSummary(allRows, getTenantDisplayCurrency(state)?.currencyCode);
     const searchedAccruals = matchModal.accrualSearch.results
         .map((key) => getJEOneTimeAccrualByKey(key, state.jeSchedulesState))
         .filter((accrual) => accrual != null);
+    const openedMatch = matchModal.openedFromMatchId != null
+        ? getActualMatchingMatchById(state.actualMatchingState, matchModal.openedFromMatchId)
+        : undefined;
+    const pinnedAccruals = [
+        ...(openedMatch?.members ?? []),
+        ...(openedMatch?.leftovers ?? []),
+    ].map(toMatchModalAccrual);
+    const firstMember = openedMatch?.members[0];
+    const cleared = firstMember?.cleared;
+    const suggestion = firstMember?.matchSuggestion;
+    const stamp = cleared ?? suggestion;
+    const consumedLineIds = cleared?.consumedLineIds;
+    const prefill = openedMatch == null
+        ? undefined
+        : {
+            selectedAccrualIds: [
+                ...openedMatch.members.map((member) => member.accrualId),
+                ...(openedMatch.leftovers ?? []).map((leftover) => leftover.accrualId),
+            ],
+            actualAmount: openedMatch.actualAmount.amount,
+            matchedTransactionId: stamp?.matchedTransactionId,
+            matchedLineId: cleared == null ? suggestion?.matchedLineId : undefined,
+            ...(consumedLineIds != null && consumedLineIds.length > 0
+                ? { consumedLineIds }
+                : {}),
+        };
     // `fetchState` is a flat slice field that survives a period switch. Until this
     // month's ids land, leftover Completed/Error is the previous month. Report
     // Not-Started so chrome matches Review's "cache slot missing" skeleton, not
@@ -390,16 +394,16 @@ export function getExpenseAutomationActualMatchingView(state) {
         kpiSummary,
         uiState,
         refreshStatus,
-        ignoreStatusByMatchId,
-        undoReversalStatusByMatchId,
         hasLoadedForSelectedPeriod: matchIds != null,
         matchModal: {
             isOpen: matchModal.isOpen,
+            openedFromMatchId: matchModal.openedFromMatchId,
+            prefill,
             confirmStatus: matchModal.confirmStatus,
             lastBatchResults: matchModal.lastBatchResults,
             transactionSearch: {
                 query: matchModal.transactionSearch.query,
-                results: matchModal.transactionSearch.results,
+                results: uniqueTransactionSearchResults(matchModal.pinnedTransactionResults, matchModal.transactionSearch.results),
                 fetchState: {
                     fetchState: matchModal.transactionSearch.fetchState,
                     error: matchModal.transactionSearch.error,
@@ -409,7 +413,7 @@ export function getExpenseAutomationActualMatchingView(state) {
             },
             accrualSearch: {
                 query: matchModal.accrualSearch.query,
-                results: searchedAccruals,
+                results: uniqueMatchModalAccruals(pinnedAccruals, searchedAccruals),
                 fetchState: {
                     fetchState: matchModal.accrualSearch.fetchState,
                     error: matchModal.accrualSearch.error,

package/lib/esm/view/expenseAutomationView/types/actualMatchingViewState.js

@@ -13,12 +13,6 @@ const ACTUAL_MATCHING_SORT_KEYS = [
     'variance',
 ];
 export const toActualMatchingSortKey = (v) => stringToUnion(v, ACTUAL_MATCHING_SORT_KEYS);
-const ACTUAL_MATCHING_STATUS_FILTERS = [
-    'all',
-    'pending_review',
-    'reversed',
-];
-export const toActualMatchingStatusFilter = (v) => stringToUnion(v, ACTUAL_MATCHING_STATUS_FILTERS);
 export const MATCH_TRANSACTION_SEARCH_PAGE_SIZE = 50;
 export const MATCH_ACCRUAL_SEARCH_LIMIT = 50;
 export const MATCH_SEARCH_DEBOUNCE_MS = 300;
@@ -39,15 +33,6 @@ const UNDO_REVERSAL_RESULT_STATUSES = [
     'error',
 ];
 export const toUndoReversalResultStatus = (v) => stringToUnion(v, UNDO_REVERSAL_RESULT_STATUSES);
-const ACTUAL_MATCHING_IGNORE_REASONS = [
-    'wrong_bill',
-    'wrong_period',
-    'amount_off',
-    'already_handled',
-    'other_ignore',
-];
-export const toActualMatchingIgnoreReasonType = (v) => stringToUnion(v, ACTUAL_MATCHING_IGNORE_REASONS);
-export const ALL_ACTUAL_MATCHING_IGNORE_REASONS = ACTUAL_MATCHING_IGNORE_REASONS;
 export function actualMatchingTransactionLineKey(transactionType, transactionIntegrationId, lineId) {
     return `${transactionType}:${transactionIntegrationId}:${lineId}`;
 }