@zeniai/client-epic-state 5.2.7-betaAK2 → 5.2.7-betaRD2

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

@@ -1,5 +1,60 @@
 import { DEFAULT_DATE_FORMAT } from '../../../commonStateTypes/timePeriod';
+import { getClassList } from '../../classList/classListSelector';
 import { mapScheduleTransactionToBaseScheduleTransactionPayload, mapVendorToVendorPayload, } from '../../scheduleView/scheduleDetailView/scheduleDetailPayload';
+const BALANCE_SHEET_CLASS_LABEL = 'balance_sheet';
+const SERVICE_MONTH_FORMAT = 'YYYY-MM';
+/**
+ * The credit line is the accrued liability, which always sits on the balance sheet — the
+ * recurring accrued path resolves the same class the same way (see
+ * prepareNewScheduleAccruedDetailPayload). Omitted rather than sent empty when the tenant has
+ * no balance_sheet class, since the API treats the field as optional.
+ */
+export const prepareCreateOneTimeAccrualPayload = (state, localData) => {
+    const { classListState, classState } = state;
+    const balanceSheetClass = getClassList(classState, classListState).classes.find((accountingClass) => accountingClass.labels?.includes(BALANCE_SHEET_CLASS_LABEL) === true);
+    // reverse_next_month alone decides reversal_policy server-side, so reversal_policy is
+    // deliberately not sent — the API documents it only as an alternate way to say on_bill_match,
+    // and sending both would be two sources of truth for one toggle.
+    const reversalFields = localData.reverseNextMonth
+        ? {
+            reverse_next_month: true,
+            expected_reversal_date: getExpectedReversalDate(localData.serviceMonth).format(DEFAULT_DATE_FORMAT),
+        }
+        : { reverse_next_month: false };
+    return {
+        vendor_id: localData.vendorId,
+        vendor_name: localData.vendorName,
+        service_month: localData.serviceMonth.format(SERVICE_MONTH_FORMAT),
+        amount: localData.amount,
+        memo: localData.memo,
+        je_debit_account_id: localData.debitAccountId,
+        je_credit_account_id: localData.creditAccountId,
+        ...(localData.debitAccountName != null
+            ? { je_debit_account_name: localData.debitAccountName }
+            : {}),
+        ...(localData.creditAccountName != null
+            ? { je_credit_account_name: localData.creditAccountName }
+            : {}),
+        ...(localData.debitClassId != null
+            ? { je_debit_accounting_class_id: localData.debitClassId }
+            : {}),
+        ...(localData.debitClassName != null
+            ? { je_debit_accounting_class_name: localData.debitClassName }
+            : {}),
+        ...(balanceSheetClass != null
+            ? {
+                je_credit_accounting_class_id: balanceSheetClass.classId,
+                je_credit_accounting_class_name: balanceSheetClass.className,
+            }
+            : {}),
+        ...reversalFields,
+    };
+};
+/**
+ * The API defaults this to the 1st of the month after service_month. We send it explicitly so the
+ * date the form promised the user is the date that gets stored.
+ */
+export const getExpectedReversalDate = (serviceMonth) => serviceMonth.add(1, 'month').startOf('month');
 export const prepareIgnoreSchedulePayload = (scheduleType, jeScheduleTransaction, state) => {
     const { vendorState } = state;
     const { vendor, currencyCode, currencySymbol, baseTransaction, status, balanceAsOfToday, period, startDate, endDate, jeCredit, jeDebit, } = jeScheduleTransaction;

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

@@ -2,9 +2,16 @@ import { createSlice } from '@reduxjs/toolkit';
 import { geNestedAccountIDHierarchyForReport } from '../../../commonStateTypes/accountView/getNestedAccountIDHierarchyForReport';
 import { toMonthYearPeriodId, } from '../../../commonStateTypes/timePeriod';
 import { mapAccountBasePayloadToAccountBase, mapAccountMetadataPayloadToAccountMetadata, } from '../../../entity/account/accountPayload';
-import { getJEScheduleTransactionDetailKeyPayload, } from '../../../entity/jeSchedules/jeSchedulesPayload';
+import { generateJEOneTimeAccrualKey } from '../../../entity/jeSchedules/jeScheduleHelper';
+import { getJEScheduleKey, getJEScheduleTransactionDetailKeyPayload, } from '../../../entity/jeSchedules/jeSchedulesPayload';
 import { clearAll } from '../../../rootActions';
 import { mapAccountTypeRecommendationPayloadToAccountRecommendationByType, } from '../../accountMappingView/accountTypeRecommendation/accountTypeRecommendationPayload';
+import { MIN_NEW_SCHEDULE_SEARCH_LENGTH, getJESchedulePeriodTabKey, } from '../types/jeSchedulesViewState';
+function removeKeyFromEveryTabSlot(keysByPeriodAndTab, keyToRemove) {
+    for (const periodTabKey of Object.keys(keysByPeriodAndTab)) {
+        keysByPeriodAndTab[periodTabKey] = keysByPeriodAndTab[periodTabKey].filter((jeScheduleKey) => jeScheduleKey !== keyToRemove);
+    }
+}
 export const accountSettingsInitialState = {
     localData: {
         selectedPrepaidExpensesAccountIds: [],
@@ -36,16 +43,37 @@ export const accountSettingsInitialState = {
     accruedExpensesNestedAccountListHierarchy: [],
     accruedExpensesRecommendations: [],
 };
+export const getBaseNewScheduleLocalData = (scheduleType) => ({
+    scheduleType,
+    jeScheduleDetails: [],
+});
+export const newScheduleInitialState = {
+    fixed_assets: getBaseNewScheduleLocalData('fixed_assets'),
+    prepaid_expenses: getBaseNewScheduleLocalData('prepaid_expenses'),
+};
+export const searchTransactionsInitialState = {
+    searchResults: [],
+    fetchState: 'Not-Started',
+    error: undefined,
+};
 export const initialState = {
-    jeScheduleTransactionKeysByPeriod: {},
-    failedJeScheduleTransactionKeysByPeriod: {},
+    jeScheduleTransactionKeysByPeriodAndTab: {},
+    jeScheduleAccruedKeysByPeriodAndTab: {},
+    jeScheduleOneTimeAccrualKeysByPeriodAndTab: {},
+    failedJeScheduleTransactionKeysByPeriodAndTab: {},
     postStatusById: {},
     ignoreStatusById: {},
+    revertStatusById: {},
     jeScheduleLocalDataById: {},
+    oneTimeAccrualActionStatusById: {},
+    oneTimeAccrualFetchStatusById: {},
     uiState: {
-        searchString: '',
+        createdGroupCollapsed: false,
+        pendingGroupCollapsed: false,
         scrollPosition: { scrollTop: 0, scrollLeft: undefined },
-        selectedMainTab: 'pending_review',
+        searchString: '',
+        selectedJETypeFilter: null,
+        selectedPageTab: 'schedules',
         sortKey: 'transactionDate',
         sortOrder: 'descending',
         totalCount: 0,
@@ -56,6 +84,14 @@ export const initialState = {
         error: undefined,
     },
     accountSettings: accountSettingsInitialState,
+    newSchedule: {
+        createOneTimeAccrualStatus: { fetchState: 'Not-Started', error: undefined },
+        newScheduleState: newScheduleInitialState,
+        saveStatus: { fetchState: 'Not-Started', error: undefined },
+        searchTransactions: searchTransactionsInitialState,
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
     fetchState: 'Not-Started',
     error: undefined,
     hasValidState() {
@@ -100,9 +136,12 @@ const expenseAutomationJESchedulesView = createSlice({
             },
         },
         fetchJeSchedulesSuccess(draft, action) {
-            const { jeSchedules, selectedPeriod, failedJeSchedules, refreshViewInBackground, } = action.payload;
+            const { jeSchedules, selectedPeriod, selectedPageTab, failedJeSchedules, accruedJeSchedules, oneTimeAccruals, refreshViewInBackground, } = action.payload;
+            const periodTabKey = getJESchedulePeriodTabKey(selectedPageTab, toMonthYearPeriodId(selectedPeriod));
             const jeScheduleTransactionKeys = jeSchedules.map((schedules) => getJEScheduleTransactionDetailKeyPayload(schedules.base_transaction));
             const failedJeScheduleTransactionKeys = failedJeSchedules.map((schedules) => getJEScheduleTransactionDetailKeyPayload(schedules.base_transaction));
+            const jeScheduleAccruedKeys = accruedJeSchedules.map((schedule) => getJEScheduleKey(schedule));
+            const jeScheduleOneTimeAccrualKeys = oneTimeAccruals.map((accrual) => generateJEOneTimeAccrualKey(accrual._id));
             if (refreshViewInBackground === true &&
                 draft.refreshStatus.fetchState === 'In-Progress') {
                 draft.refreshStatus = { fetchState: 'Completed', error: undefined };
@@ -111,19 +150,28 @@ const expenseAutomationJESchedulesView = createSlice({
                 draft.fetchState = 'Completed';
                 draft.error = undefined;
             }
-            draft.jeScheduleTransactionKeysByPeriod[toMonthYearPeriodId(selectedPeriod)] = jeScheduleTransactionKeys;
-            draft.failedJeScheduleTransactionKeysByPeriod[toMonthYearPeriodId(selectedPeriod)] = failedJeScheduleTransactionKeys;
+            draft.jeScheduleTransactionKeysByPeriodAndTab[periodTabKey] =
+                jeScheduleTransactionKeys;
+            draft.jeScheduleAccruedKeysByPeriodAndTab[periodTabKey] =
+                jeScheduleAccruedKeys;
+            draft.jeScheduleOneTimeAccrualKeysByPeriodAndTab[periodTabKey] =
+                jeScheduleOneTimeAccrualKeys;
+            draft.failedJeScheduleTransactionKeysByPeriodAndTab[periodTabKey] =
+                failedJeScheduleTransactionKeys;
         },
         fetchJeSchedulesFailure(draft, action) {
-            const { status, selectedPeriod } = action.payload;
+            const { status, selectedPeriod, selectedPageTab } = action.payload;
+            const periodTabKey = getJESchedulePeriodTabKey(selectedPageTab, toMonthYearPeriodId(selectedPeriod));
             if (draft.refreshStatus.fetchState === 'In-Progress') {
                 draft.refreshStatus = { fetchState: 'Error', error: status };
             }
             else {
                 draft.fetchState = 'Error';
                 draft.error = status;
+                draft.jeScheduleTransactionKeysByPeriodAndTab[periodTabKey] = [];
+                draft.jeScheduleAccruedKeysByPeriodAndTab[periodTabKey] = [];
+                draft.jeScheduleOneTimeAccrualKeysByPeriodAndTab[periodTabKey] = [];
             }
-            draft.jeScheduleTransactionKeysByPeriod[toMonthYearPeriodId(selectedPeriod)] = [];
         },
         retryJeSchedule(draft, action) {
             const { scheduledJournalEntryID } = action.payload;
@@ -159,11 +207,13 @@ const expenseAutomationJESchedulesView = createSlice({
             };
         },
         ignoreRecommendedJeSchedule: {
-            prepare(jeScheduleTransactionKey, scheduleType) {
+            prepare(jeScheduleTransactionKey, scheduleType, reason, note) {
                 return {
                     payload: {
                         jeScheduleTransactionKey,
                         scheduleType,
+                        reason,
+                        note,
                     },
                 };
             },
@@ -179,6 +229,41 @@ const expenseAutomationJESchedulesView = createSlice({
                 };
             },
         },
+        revertJeSchedule: {
+            // jeScheduleTransactionKey is a JEScheduleKey for an accrued schedule, which has no base
+            // transaction to derive a transaction key from. It is only ever used as an opaque row
+            // identifier here -- for the row's spinner and for dropping the row from the list -- so one
+            // action serves both shapes rather than two near-identical ones.
+            prepare(jeScheduleId, jeScheduleTransactionKey, scheduleType, reason, note) {
+                return {
+                    payload: {
+                        jeScheduleId,
+                        jeScheduleTransactionKey,
+                        scheduleType,
+                        reason,
+                        note,
+                    },
+                };
+            },
+            reducer(draft, action) {
+                draft.revertStatusById[action.payload.jeScheduleTransactionKey] = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+        },
+        revertJeScheduleSuccess(draft, action) {
+            draft.revertStatusById[action.payload.jeScheduleTransactionKey] = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        revertJeScheduleFailure(draft, action) {
+            draft.revertStatusById[action.payload.jeScheduleTransactionKey] = {
+                fetchState: 'Error',
+                error: action.payload.status,
+            };
+        },
         ignoreRecommendedJeScheduleSuccess: {
             reducer(draft, action) {
                 const { jeScheduleTransactionKey } = action.payload;
@@ -211,17 +296,18 @@ const expenseAutomationJESchedulesView = createSlice({
             };
         },
         updateJeScheduleTransactionKeys: {
-            prepare(jeScheduleKeys, selectedPeriod) {
+            prepare(jeScheduleKeys, selectedPeriod, selectedPageTab) {
                 return {
                     payload: {
                         jeScheduleKeys: jeScheduleKeys,
                         selectedPeriod: selectedPeriod,
+                        selectedPageTab: selectedPageTab,
                     },
                 };
             },
             reducer(draft, action) {
-                const { selectedPeriod, jeScheduleKeys } = action.payload;
-                draft.jeScheduleTransactionKeysByPeriod[toMonthYearPeriodId(selectedPeriod)] = jeScheduleKeys;
+                const { selectedPeriod, selectedPageTab, jeScheduleKeys } = action.payload;
+                draft.jeScheduleTransactionKeysByPeriodAndTab[getJESchedulePeriodTabKey(selectedPageTab, toMonthYearPeriodId(selectedPeriod))] = jeScheduleKeys;
             },
         },
         removeJeScheduleTransactionKey: {
@@ -234,12 +320,20 @@ const expenseAutomationJESchedulesView = createSlice({
                 };
             },
             reducer(draft, action) {
-                const { selectedPeriod, jeScheduleKey } = action.payload;
-                const prevData = [
-                    ...(draft.jeScheduleTransactionKeysByPeriod[toMonthYearPeriodId(selectedPeriod)] ?? []),
-                ];
-                const filteredKeys = prevData.filter((jeKey) => jeKey !== jeScheduleKey);
-                draft.jeScheduleTransactionKeysByPeriod[toMonthYearPeriodId(selectedPeriod)] = filteredKeys;
+                const { jeScheduleKey } = action.payload;
+                // Dropped from every tab's slot, not just the visible one: once a schedule is ignored or
+                // resolved it must not reappear when the user switches tabs and hits a cached list.
+                removeKeyFromEveryTabSlot(draft.jeScheduleTransactionKeysByPeriodAndTab, jeScheduleKey);
+            },
+        },
+        removeJeAccruedScheduleKey: {
+            prepare(jeAccruedScheduleKey) {
+                return { payload: { jeAccruedScheduleKey } };
+            },
+            reducer(draft, action) {
+                // Accrued keys live in their own per-tab map, so removeJeScheduleTransactionKey cannot drop
+                // them -- a reverted accrued schedule stayed on the list until the next fetch.
+                removeKeyFromEveryTabSlot(draft.jeScheduleAccruedKeysByPeriodAndTab, action.payload.jeAccruedScheduleKey);
             },
         },
         removeFailedJeScheduleTransactionKey: {
@@ -252,12 +346,8 @@ const expenseAutomationJESchedulesView = createSlice({
                 };
             },
             reducer(draft, action) {
-                const { selectedPeriod, failedJeScheduleKey } = action.payload;
-                const prevData = [
-                    ...(draft.failedJeScheduleTransactionKeysByPeriod[toMonthYearPeriodId(selectedPeriod)] ?? []),
-                ];
-                const filteredKeys = prevData.filter((jeKey) => jeKey !== failedJeScheduleKey);
-                draft.failedJeScheduleTransactionKeysByPeriod[toMonthYearPeriodId(selectedPeriod)] = filteredKeys;
+                const { failedJeScheduleKey } = action.payload;
+                removeKeyFromEveryTabSlot(draft.failedJeScheduleTransactionKeysByPeriodAndTab, failedJeScheduleKey);
             },
         },
         initializeJeScheduleLocalData: {
@@ -369,6 +459,182 @@ const expenseAutomationJESchedulesView = createSlice({
         clearJeAccountSettingsLocalData(draft) {
             draft.accountSettings.localData = accountSettingsInitialState.localData;
         },
+        initializeNewSchedule: {
+            prepare({ scheduleType, shouldResetEnteredData = true, }) {
+                return { payload: { scheduleType, shouldResetEnteredData } };
+            },
+            reducer() {
+                // Purely an epic-trigger action — the epic fans out the account/class
+                // list fetches, and clears entered data only when asked to.
+            },
+        },
+        resetNewScheduleLocalData: {
+            prepare({ scheduleType, }) {
+                return { payload: { scheduleType } };
+            },
+            reducer(draft, action) {
+                const { scheduleType } = action.payload;
+                draft.newSchedule.newScheduleState[scheduleType] =
+                    getBaseNewScheduleLocalData(scheduleType);
+            },
+        },
+        updateNewScheduleLocalData(draft, action) {
+            const { scheduleType, localData } = action.payload;
+            draft.newSchedule.newScheduleState[scheduleType] = {
+                ...draft.newSchedule.newScheduleState[scheduleType],
+                ...localData,
+            };
+        },
+        searchTransactionsForNewSchedule: {
+            prepare({ query, scheduleType, }) {
+                return { payload: { query, scheduleType } };
+            },
+            reducer(draft, action) {
+                const trimmed = action.payload.query.trim();
+                // Cleared or too-short query: no API (see epic) — reset immediately.
+                if (trimmed.length < MIN_NEW_SCHEDULE_SEARCH_LENGTH) {
+                    draft.newSchedule.searchTransactions = searchTransactionsInitialState;
+                    return;
+                }
+                draft.newSchedule.searchTransactions = {
+                    ...draft.newSchedule.searchTransactions,
+                    searchString: action.payload.query,
+                    fetchState: 'In-Progress',
+                };
+            },
+        },
+        searchTransactionsForNewScheduleSuccess(draft, action) {
+            draft.newSchedule.searchTransactions = {
+                ...draft.newSchedule.searchTransactions,
+                searchResults: action.payload.searchResults,
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        searchTransactionsForNewScheduleFailure(draft, action) {
+            draft.newSchedule.searchTransactions = {
+                ...draft.newSchedule.searchTransactions,
+                fetchState: 'Error',
+                error: action.payload.status,
+            };
+        },
+        clearSearchTransactionsForNewSchedule(draft) {
+            draft.newSchedule.searchTransactions = searchTransactionsInitialState;
+        },
+        saveNewSchedule: {
+            prepare({ scheduleType, }) {
+                return { payload: { scheduleType } };
+            },
+            reducer(draft) {
+                draft.newSchedule.saveStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+        },
+        saveNewScheduleSuccess(draft) {
+            draft.newSchedule.saveStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        saveNewScheduleFailure(draft, action) {
+            draft.newSchedule.saveStatus = {
+                fetchState: 'Error',
+                error: action.payload.status,
+            };
+        },
+        createOneTimeAccrual: {
+            prepare(localData) {
+                return { payload: { localData } };
+            },
+            reducer(draft) {
+                draft.newSchedule.createOneTimeAccrualStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+        },
+        createOneTimeAccrualSuccess(draft) {
+            draft.newSchedule.createOneTimeAccrualStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        createOneTimeAccrualFailure(draft, action) {
+            draft.newSchedule.createOneTimeAccrualStatus = {
+                fetchState: 'Error',
+                error: action.payload.status,
+            };
+        },
+        promoteOneTimeAccrual: {
+            prepare(accrualId, amount) {
+                return { payload: { accrualId, amount } };
+            },
+            reducer(draft, action) {
+                draft.oneTimeAccrualActionStatusById[action.payload.accrualId] = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+        },
+        revertOneTimeAccrual: {
+            prepare(accrualId, reason, note) {
+                return { payload: { accrualId, reason, note } };
+            },
+            reducer(draft, action) {
+                draft.oneTimeAccrualActionStatusById[action.payload.accrualId] = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+        },
+        ignoreOneTimeAccrual: {
+            prepare(accrualId, reason, note) {
+                return { payload: { accrualId, reason, note } };
+            },
+            reducer(draft, action) {
+                draft.oneTimeAccrualActionStatusById[action.payload.accrualId] = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+        },
+        fetchOneTimeAccrual: {
+            prepare(accrualId) {
+                return { payload: { accrualId } };
+            },
+            reducer(draft, action) {
+                draft.oneTimeAccrualFetchStatusById[action.payload.accrualId] = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+        },
+        fetchOneTimeAccrualSuccess(draft, action) {
+            draft.oneTimeAccrualFetchStatusById[action.payload.accrualId] = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        fetchOneTimeAccrualFailure(draft, action) {
+            draft.oneTimeAccrualFetchStatusById[action.payload.accrualId] = {
+                fetchState: 'Error',
+                error: action.payload.status,
+            };
+        },
+        oneTimeAccrualActionSuccess(draft, action) {
+            draft.oneTimeAccrualActionStatusById[action.payload.accrualId] = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        oneTimeAccrualActionFailure(draft, action) {
+            draft.oneTimeAccrualActionStatusById[action.payload.accrualId] = {
+                fetchState: 'Error',
+                error: action.payload.status,
+            };
+        },
         updateJESchedulesUIState(draft, action) {
             if (action.payload.sortKey != null) {
                 draft.uiState.sortKey = action.payload.sortKey;
@@ -382,10 +648,21 @@ const expenseAutomationJESchedulesView = createSlice({
             if (action.payload.scrollPosition != null) {
                 draft.uiState.scrollPosition = action.payload.scrollPosition;
             }
-            if (action.payload.selectedMainTab != null) {
-                draft.uiState.selectedMainTab = action.payload.selectedMainTab;
+            if (action.payload.selectedPageTab != null) {
+                draft.uiState.selectedPageTab = action.payload.selectedPageTab;
             }
         },
+        updateJEScheduleTypeFilter(draft, action) {
+            draft.uiState.selectedJETypeFilter = action.payload;
+        },
+        toggleJEPendingGroupCollapsed(draft) {
+            draft.uiState.pendingGroupCollapsed =
+                !draft.uiState.pendingGroupCollapsed;
+        },
+        toggleJECreatedGroupCollapsed(draft) {
+            draft.uiState.createdGroupCollapsed =
+                !draft.uiState.createdGroupCollapsed;
+        },
         clearExpenseAutomationJESchedulesView(draft) {
             Object.assign(draft, initialState);
         },
@@ -396,7 +673,7 @@ const expenseAutomationJESchedulesView = createSlice({
         });
     },
 });
-export const { clearExpenseAutomationJESchedulesView, clearJeAccountSettingsLocalData, clearJeScheduleLocalData, fetchAccountSettingsListForAccountTypes, fetchJeSchedules, fetchJeSchedulesFailure, fetchJeSchedulesPage, fetchJeSchedulesSuccess, fetchRecommendationForAccountSettings, ignoreRecommendedJeSchedule, ignoreRecommendedJeScheduleFailure, ignoreRecommendedJeScheduleSuccess, initializeAccountSettingsView, initializeJeScheduleLocalData, removeFailedJeScheduleTransactionKey, removeJeScheduleLocalDataById, removeJeScheduleTransactionKey, retryJeSchedule, retryJeScheduleFailure, retryJeScheduleSuccess, saveAccountSettings, saveAccountSettingsFailure, saveAccountSettingsLocalData, saveAccountSettingsSuccess, updateAccountSettingsListForAccountTypes, updateAccountSettingsListForAccountTypesFailure, updateJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, updateRecommendationForAccountSettings, updateRecommendationForAccountSettingsFailure, } = expenseAutomationJESchedulesView.actions;
+export const { clearExpenseAutomationJESchedulesView, clearJeAccountSettingsLocalData, clearJeScheduleLocalData, clearSearchTransactionsForNewSchedule, createOneTimeAccrual, createOneTimeAccrualFailure, createOneTimeAccrualSuccess, ignoreOneTimeAccrual, oneTimeAccrualActionFailure, oneTimeAccrualActionSuccess, promoteOneTimeAccrual, revertJeSchedule, revertJeScheduleFailure, revertJeScheduleSuccess, revertOneTimeAccrual, fetchAccountSettingsListForAccountTypes, fetchJeSchedules, fetchJeSchedulesFailure, fetchJeSchedulesPage, fetchJeSchedulesSuccess, fetchOneTimeAccrual, fetchOneTimeAccrualFailure, fetchOneTimeAccrualSuccess, fetchRecommendationForAccountSettings, ignoreRecommendedJeSchedule, ignoreRecommendedJeScheduleFailure, ignoreRecommendedJeScheduleSuccess, initializeAccountSettingsView, initializeJeScheduleLocalData, initializeNewSchedule, removeFailedJeScheduleTransactionKey, removeJeScheduleLocalDataById, removeJeAccruedScheduleKey, removeJeScheduleTransactionKey, resetNewScheduleLocalData, retryJeSchedule, retryJeScheduleFailure, retryJeScheduleSuccess, saveAccountSettings, saveAccountSettingsFailure, saveAccountSettingsLocalData, saveAccountSettingsSuccess, saveNewSchedule, saveNewScheduleFailure, saveNewScheduleSuccess, searchTransactionsForNewSchedule, searchTransactionsForNewScheduleFailure, searchTransactionsForNewScheduleSuccess, toggleJECreatedGroupCollapsed, toggleJEPendingGroupCollapsed, updateAccountSettingsListForAccountTypes, updateAccountSettingsListForAccountTypesFailure, updateJESchedulesUIState, updateJEScheduleTypeFilter, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, updateNewScheduleLocalData, updateRecommendationForAccountSettings, updateRecommendationForAccountSettingsFailure, } = expenseAutomationJESchedulesView.actions;
 export default expenseAutomationJESchedulesView.reducer;
 const doUpdateRecommendationForAccountSettings = (draft, payload) => {
     const { prepaidExpensesRecommendations, fixedAssetsRecommendations, accruedExpensesRecommendations, } = mapAccountTypeRecommendationPayloadToAccountRecommendationByType(payload);

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

@@ -6,7 +6,18 @@ import { isVendorTransaction } from '../../../entity/transaction/stateTypes/vend
 import { clearAll } from '../../../rootActions';
 import { filterAutoTabLineItems, mergeTabSpecificLineItems, removeTransactionFromTabView, setEntityRecommendationForLineIdInLocalData, shouldAutoSelectAndAdd, toSetAllLineItemsToCategoryClass, toTransactionDetailLocalData, } from '../helpers/transactionCategorizationLocalDataHelper';
 import { DEFAULT_COMPLETED_SUB_TAB, } from '../types/completedSubTab';
+import { DEFAULT_TRANSACTION_GROUP, } from '../types/transactionGroup';
 import { TRANSACTIONS_TABS, } from '../types/transactionsViewState';
+export const initialUIState = {
+    sortKey: 'date',
+    sortOrder: 'descending',
+    searchString: '',
+    nodeCollapseState: {},
+    scrollPosition: { scrollTop: 0, scrollLeft: undefined },
+    pageToken: null,
+    totalCount: {},
+    limit: 10,
+};
 export const initialTransactionTabViewState = {
     saveStatus: {
         fetchState: 'Not-Started',
@@ -20,16 +31,7 @@ export const initialTransactionTabViewState = {
         fetchState: 'Not-Started',
         error: undefined,
     },
-    uiState: {
-        sortKey: 'date',
-        sortOrder: 'descending',
-        searchString: '',
-        nodeCollapseState: {},
-        scrollPosition: { scrollTop: 0, scrollLeft: undefined },
-        pageToken: null,
-        totalCount: {},
-        limit: 10,
-    },
+    uiState: { ...initialUIState },
     filters: {
         categoryCombinationOperator: 'AND',
         categories: [],
@@ -55,6 +57,7 @@ export const initialState = {
     },
     selectedTransactionCategorizationTab: 'review',
     selectedTransactionCategorizationCompletedSubTab: DEFAULT_COMPLETED_SUB_TAB,
+    selectedTransactionGroup: DEFAULT_TRANSACTION_GROUP,
     transactionCategorizationView: {
         review: { ...initialTransactionTabViewState },
         autoCategorized: { ...initialTransactionTabViewState },
@@ -400,6 +403,48 @@ const expenseAutomationTransactionsView = createSlice({
                 return { payload: { newSubTab } };
             },
         },
+        updateTransactionGroup: {
+            reducer(draft, action) {
+                const { newGroup } = action.payload;
+                if (draft.selectedTransactionGroup === newGroup) {
+                    return;
+                }
+                draft.selectedTransactionGroup = newGroup;
+                // A group change re-scopes the entire dataset on the backend (by
+                // account_type), so every parent tab, sub-tab snapshot and count is now
+                // stale. Drop the sub-tab cache and parent counts, and reset each tab's
+                // paginated data slots so the view epic's cache check falls through to a
+                // fresh page-1 fetch. User preferences (search, sort, limit, collapse
+                // state) are intentionally preserved, mirroring the sub-tab switch.
+                draft.autoCategorizedSubTabCache = {};
+                draft.parentTotalCountByTab = { review: {}, autoCategorized: {} };
+                TRANSACTIONS_TABS.forEach((tab) => {
+                    const view = draft.transactionCategorizationView[tab];
+                    // Reset uiState to its initial values but keep the user prefs (search,
+                    // sort, limit, collapse) in place -- mirroring the sub-tab switch. Then
+                    // drop the loaded rows and any stale selection pointing at a now-absent
+                    // row to avoid transient invalid state.
+                    const { searchString, sortKey, sortOrder, nodeCollapseState, limit } = view.uiState;
+                    view.uiState = {
+                        ...initialUIState,
+                        searchString,
+                        sortKey,
+                        sortOrder,
+                        nodeCollapseState,
+                        limit,
+                    };
+                    view.transactionIdsBySelectedPeriod = {};
+                    view.fetchState = 'Not-Started';
+                    view.error = undefined;
+                    view.selectedTransactionId = undefined;
+                    view.selectedTransactionLineId = undefined;
+                    view.selectedCheckBoxTransactionIds = [];
+                });
+            },
+            prepare(newGroup) {
+                return { payload: { newGroup } };
+            },
+        },
         updateTransactionCategorization: {
             reducer(draft, action) {
                 const selectedTab = action.payload.selectedTab;
@@ -1075,5 +1120,5 @@ const expenseAutomationTransactionsView = createSlice({
         });
     },
 });
-export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, updateTransactionFilters, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, updateParentTotalCountForTab, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, markCategoryClassRecommendationsInProgressForCategorization, markCategoryClassRecommendationsCompletedForCategorization, markCategoryClassRecommendationsFailureForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, removeTransactionFromAllTabs, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } = expenseAutomationTransactionsView.actions;
+export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, updateTransactionFilters, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionGroup, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, updateParentTotalCountForTab, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, markCategoryClassRecommendationsInProgressForCategorization, markCategoryClassRecommendationsCompletedForCategorization, markCategoryClassRecommendationsFailureForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, removeTransactionFromAllTabs, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } = expenseAutomationTransactionsView.actions;
 export default expenseAutomationTransactionsView.reducer;

package/lib/esm/view/expenseAutomationView/selectorTypes/jeNewScheduleViewSelectorTypes.js

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