@zeniai/client-epic-state 5.3.12 → 5.3.14-beta0MM

package/lib/view/aiCfoView/epics/transcribeAudioEpic.js

@@ -0,0 +1,64 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.transcribeAudioEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const responsePayload_1 = require("../../../responsePayload");
+const rootActions_1 = require("../../../rootActions");
+const aiCfoViewReducer_1 = require("../aiCfoViewReducer");
+const AUDIO_FIELD = 'audio';
+const LANGUAGE_FIELD = 'language';
+/** Extension only has to match the recorded format; the server reads the part's MIME type. */
+const AUDIO_FILE_NAME = 'dictation.wav';
+/**
+ * A hung request would otherwise pin `isTranscribing` true forever, and the composer
+ * gates both submit and the mic on it — leaving the user unable to send even typed
+ * text until something else resolved it.
+ */
+const TRANSCRIPTION_TIMEOUT_MS = 30000;
+/**
+ * Voice dictation for the AI CFO composer. Dispatch `transcribeAudio(blob, language)` with a
+ * finished recording to POST it to the AI CFO micro-service `/1.0/transcriptions` endpoint;
+ * on success the transcript is appended to the composer input for the user to edit and send.
+ *
+ * `switchMap` (not `mergeMap`): a newer recording supersedes an older in-flight one, so a
+ * slow response can never append a stale transcript after a fresh one has already landed.
+ * The AbortController makes that cancellation real — `fetch` wrapped in a promise ignores
+ * an RxJS unsubscribe, so without the signal the superseded request would run to completion
+ * and still bill a transcription call whose result nothing wants.
+ */
+const transcribeAudioEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(aiCfoViewReducer_1.transcribeAudio.match), (0, operators_1.switchMap)((action) => {
+    const { audio, chatSessionId, language } = action.payload;
+    const abortController = new AbortController();
+    const formData = new FormData();
+    formData.append(AUDIO_FIELD, audio, AUDIO_FILE_NAME);
+    if (language != null && language !== '') {
+        formData.append(LANGUAGE_FIELD, language);
+    }
+    return zeniAPI
+        .postFormData(`${zeniAPI.apiEndPoints.aiCfoMicroServiceBaseUrl}/1.0/transcriptions`, formData, abortController.signal)
+        .pipe((0, operators_1.timeout)(TRANSCRIPTION_TIMEOUT_MS), 
+    // A tenant switch clears the store; a transcript still in flight must not
+    // land in the next tenant's composer (both sessions can be `undefined`, so
+    // the reducer's session guard would let it through).
+    (0, operators_1.takeUntil)(actions$.pipe((0, operators_1.filter)(rootActions_1.clearAll.match))), (0, operators_1.map)((response) => {
+        if (!(0, responsePayload_1.isSuccessResponse)(response)) {
+            return (0, aiCfoViewReducer_1.transcribeAudioFailure)(response.status);
+        }
+        // An EMPTY transcript is a success (the mic caught silence) and the
+        // reducer leaves the composer alone. A MISSING one breaks the response
+        // contract, so it surfaces as an error rather than being coerced to
+        // silence the user cannot distinguish from a quiet room.
+        if (response.data?.transcript == null) {
+            return (0, aiCfoViewReducer_1.transcribeAudioFailure)((0, responsePayload_1.createZeniAPIStatus)('Transcription succeeded but the response carried no transcript', 'Unexpected Error'));
+        }
+        // The session id rides along so a transcript that lands after the user
+        // switched sessions is dropped rather than misfiled.
+        return (0, aiCfoViewReducer_1.transcribeAudioSuccess)(response.data.transcript, chatSessionId);
+    }), (0, operators_1.finalize)(() => abortController.abort()), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, aiCfoViewReducer_1.transcribeAudioFailure)((0, responsePayload_1.createZeniAPIStatus)(
+    // message (detailed) first, then the short title — per createZeniAPIStatus(message, title).
+    // JSON.stringify(Error) drops the (non-enumerable) message — extract it explicitly.
+    'Transcription REST API call errored out: ' +
+        (error instanceof Error ? error.message : String(error)), 'Unexpected Error')))));
+}));
+exports.transcribeAudioEpic = transcribeAudioEpic;

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

@@ -4,6 +4,7 @@ exports.fetchActualMatchingEpic = void 0;
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const actualMatchingReducer_1 = require("../../../../../entity/actualMatching/actualMatchingReducer");
+const actualMatchingTypes_1 = require("../../../../../entity/actualMatching/actualMatchingTypes");
 const responsePayload_1 = require("../../../../../responsePayload");
 const rootActions_1 = require("../../../../../rootActions");
 const actualMatchingPayload_1 = require("../../../payload/actualMatchingPayload");
@@ -29,7 +30,7 @@ const fetchActualMatchingEpic = (actions$, state$, zeniAPI) => actions$.pipe((0,
                 updateActions.push((0, actualMatchingReducer_1.updateActualMatchingMatches)(matches, (0, actualMatchingViewSelector_1.getTenantDisplayCurrency)(state)));
             }
             updateActions.push((0, actualMatchingViewReducer_1.fetchActualMatchingSuccess)({
-                matchIds: matches.map((match) => match.match_id),
+                matchIds: matches.map((match) => (0, actualMatchingTypes_1.actualMatchingRowKey)(match.match_id, match.match_batch_id)),
                 selectedPeriod: requestPeriod,
                 refreshViewInBackground,
             }));

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

@@ -9,15 +9,19 @@ const rootActions_1 = require("../../../../../rootActions");
 const actualMatchingViewReducer_1 = require("../../../reducers/actualMatchingViewReducer");
 const actualMatchingViewSelector_1 = require("../../../selectors/actualMatchingViewSelector");
 const fetchActualMatchingMatchEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(actualMatchingViewReducer_1.fetchActualMatchingMatch.match), (0, operators_1.mergeMap)((action) => {
-    const { matchId, refreshViewInBackground } = action.payload;
+    const { matchId, matchBatchId, refreshViewInBackground } = action.payload;
+    const batchQuery = matchBatchId != null && matchBatchId !== ''
+        ? `?batch_id=${encodeURIComponent(matchBatchId)}`
+        : '';
     return zeniAPI
-        .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/actual-matching/${encodeURIComponent(matchId)}`)
+        .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/actual-matching/${encodeURIComponent(matchId)}${batchQuery}`)
         .pipe((0, operators_1.mergeMap)((response) => {
         if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
             return (0, rxjs_1.from)([
                 (0, actualMatchingReducer_1.updateActualMatchingMatches)([response.data], (0, actualMatchingViewSelector_1.getTenantDisplayCurrency)(state$.value)),
                 (0, actualMatchingViewReducer_1.fetchActualMatchingMatchSuccess)({
                     matchId,
+                    matchBatchId,
                     refreshViewInBackground,
                 }),
             ]);
@@ -25,6 +29,7 @@ const fetchActualMatchingMatchEpic = (actions$, state$, zeniAPI) => actions$.pip
         return (0, rxjs_1.from)([
             (0, actualMatchingViewReducer_1.fetchActualMatchingMatchFailure)({
                 matchId,
+                matchBatchId,
                 refreshViewInBackground,
                 status: response.status,
             }),
@@ -32,6 +37,7 @@ const fetchActualMatchingMatchEpic = (actions$, state$, zeniAPI) => actions$.pip
     }), (0, operators_1.catchError)((error) => (0, rxjs_1.from)([
         (0, actualMatchingViewReducer_1.fetchActualMatchingMatchFailure)({
             matchId,
+            matchBatchId,
             refreshViewInBackground,
             status: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', `Fetch actual matching match REST API call errored out ${JSON.stringify(error)}`),
         }),

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

@@ -59,8 +59,12 @@ function matchAndReverseHttpFailSnackbar(vendorName) {
     });
 }
 function matchVendorName(state, matchId) {
-    return ((0, actualMatchingSelector_1.getActualMatchingMatchById)(state.actualMatchingState, matchId)
-        ?.vendorName ?? '');
+    const stored = (0, actualMatchingSelector_1.getActualMatchingMatchById)(state.actualMatchingState, matchId);
+    if (stored?.vendorName != null && stored.vendorName !== '') {
+        return stored.vendorName;
+    }
+    const sameBill = Object.values(state.actualMatchingState.byMatchId).find((match) => match.matchId === matchId);
+    return sameBill?.vendorName ?? '';
 }
 const matchAndReverseAccrualsEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(actualMatchingViewReducer_1.matchAndReverseAccruals.match), 
 // Per-match exhaust: a second click on the same match drops while HTTP is in
@@ -99,7 +103,7 @@ const matchAndReverseAccrualsEpic = (actions$, state$, zeniAPI) => actions$.pipe
                 // 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.
-                successActions.push(...(0, refreshActualMatchingList_1.refreshActualMatchingList)(state$.value), (0, actualMatchingViewReducer_1.fetchActualMatchingMatch)(matchId, true));
+                successActions.push(...(0, refreshActualMatchingList_1.refreshActualMatchingList)(state$.value), (0, actualMatchingViewReducer_1.fetchActualMatchingMatch)(matchId, true, response.data.match_batch_id));
             }
             const snackbar = matchAndReverseSnackbar(results, vendorName);
             if (snackbar != null) {

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

@@ -4,6 +4,7 @@ exports.undoReversalAccrualsEpic = void 0;
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const actualMatchingSelector_1 = require("../../../../../entity/actualMatching/actualMatchingSelector");
+const actualMatchingTypes_1 = require("../../../../../entity/actualMatching/actualMatchingTypes");
 const snackbarReducer_1 = require("../../../../../entity/snackbar/snackbarReducer");
 const responsePayload_1 = require("../../../../../responsePayload");
 const rootActions_1 = require("../../../../../rootActions");
@@ -40,41 +41,45 @@ function undoReversalSnackbar(results, vendorName) {
         variables,
     });
 }
-function matchVendorName(state, matchId) {
-    return ((0, actualMatchingSelector_1.getActualMatchingMatchById)(state.actualMatchingState, matchId)?.vendorName ??
+function matchVendorName(state, matchId, matchBatchId) {
+    const rowKey = (0, actualMatchingTypes_1.actualMatchingRowKey)(matchId, matchBatchId);
+    return ((0, actualMatchingSelector_1.getActualMatchingMatchById)(state.actualMatchingState, rowKey)?.vendorName ??
+        (0, actualMatchingSelector_1.getActualMatchingMatchById)(state.actualMatchingState, matchId)?.vendorName ??
         '');
 }
 const undoReversalAccrualsEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(actualMatchingViewReducer_1.undoReversalAccruals.match), 
 // Per-match exhaust: a second click on the same match drops while HTTP is in
 // flight. A different match must still run — a global exhaustMap left the
 // other match's reducer In-Progress with no request.
-(0, operators_1.groupBy)((action) => action.payload.matchId), (0, operators_1.mergeMap)((perMatch$) => perMatch$.pipe((0, operators_1.exhaustMap)((action) => {
-    const { accrualIds, matchId } = action.payload;
+(0, operators_1.groupBy)((action) => (0, actualMatchingTypes_1.actualMatchingRowKey)(action.payload.matchId, action.payload.matchBatchId)), (0, operators_1.mergeMap)((perMatch$) => perMatch$.pipe((0, operators_1.exhaustMap)((action) => {
+    const { accrualIds, matchId, matchBatchId } = action.payload;
     const body = {
         accrual_ids: accrualIds,
     };
-    const vendorName = matchVendorName(state$.value, matchId);
+    const vendorName = matchVendorName(state$.value, matchId, matchBatchId);
     return zeniAPI
         .postAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accruals/undo-reversal`, body)
         .pipe((0, operators_1.mergeMap)((response) => {
         if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
             const results = response.data.results.map(actualMatchingPayload_1.toUndoReversalResult);
             const successActions = [
-                (0, actualMatchingViewReducer_1.undoReversalAccrualsSuccess)(matchId, results),
+                (0, actualMatchingViewReducer_1.undoReversalAccrualsSuccess)(matchId, results, matchBatchId),
             ];
             const anyUndone = results.some((result) => result.status === 'undone');
             if (anyUndone) {
-                successActions.push(...(0, refreshActualMatchingList_1.refreshActualMatchingList)(state$.value), (0, actualMatchingViewReducer_1.fetchActualMatchingMatch)(matchId, true));
+                successActions.push(...(0, refreshActualMatchingList_1.refreshActualMatchingList)(state$.value), (0, actualMatchingViewReducer_1.fetchActualMatchingMatch)(matchId, true, matchBatchId));
             }
             successActions.push(undoReversalSnackbar(results, vendorName));
             return (0, rxjs_1.from)(successActions);
         }
         return (0, rxjs_1.of)((0, actualMatchingViewReducer_1.undoReversalAccrualsFailure)({
             matchId,
+            matchBatchId,
             status: response.status,
         }), undoReversalSnackbar([], vendorName));
     }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, actualMatchingViewReducer_1.undoReversalAccrualsFailure)({
         matchId,
+        matchBatchId,
         status: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Undo reversal accruals REST API call errored out' +
             JSON.stringify(error)),
     }), undoReversalSnackbar([], vendorName))), (0, operators_1.takeUntil)(actions$.pipe((0, operators_1.filter)(rootActions_1.clearAll.match))));

package/lib/view/expenseAutomationView/payload/transactionCategorizationPayload.d.ts

@@ -28,8 +28,8 @@ export interface TransactionCategorizationQueryPayload {
      */
     search_all_statuses?: boolean;
     /**
-     * Statement-level scope (`'expense' | 'income' | 'all'`). Always sent by the
-     * list epics. The backend `is_revenue_automation_enabled` gate is
+     * Statement-level scope (`'expense' | 'income' | 'other' | 'all'`). Always
+     * sent by the list epics. The backend `is_revenue_automation_enabled` gate is
      * authoritative: when it is off the backend ignores this and returns the
      * legacy expense scope regardless of the value, so there is no need to gate
      * the send on the client (the gate isn't available to the redux epics anyway

package/lib/view/expenseAutomationView/reducers/actualMatchingViewReducer.d.ts

@@ -14,16 +14,19 @@ export declare const ackCloseMatchAfterIgnore: import("@reduxjs/toolkit").Action
     refreshViewInBackground: boolean;
     selectedPeriod: MonthYearPeriod;
     status: ZeniAPIStatus;
-}, "expenseAutomationActualMatchingView/fetchActualMatchingFailure">, fetchActualMatchingMatch: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[matchId: string, refreshViewInBackground?: any], {
+}, "expenseAutomationActualMatchingView/fetchActualMatchingFailure">, fetchActualMatchingMatch: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[matchId: string, refreshViewInBackground?: any, matchBatchId?: string | undefined], {
     matchId: string;
+    matchBatchId: string | undefined;
     refreshViewInBackground: any;
 }, "expenseAutomationActualMatchingView/fetchActualMatchingMatch", never, never>, fetchActualMatchingMatchFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     matchId: ActualMatchingMatchId;
     refreshViewInBackground: boolean;
     status: ZeniAPIStatus;
+    matchBatchId?: string;
 }, "expenseAutomationActualMatchingView/fetchActualMatchingMatchFailure">, fetchActualMatchingMatchSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     matchId: ActualMatchingMatchId;
     refreshViewInBackground: boolean;
+    matchBatchId?: string;
 }, "expenseAutomationActualMatchingView/fetchActualMatchingMatchSuccess">, fetchActualMatchingPage: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[period: TimePeriod, refreshViewInBackground?: any], {
     period: TimePeriod;
     refreshViewInBackground: any;
@@ -76,15 +79,18 @@ export declare const ackCloseMatchAfterIgnore: import("@reduxjs/toolkit").Action
     append: boolean;
     nextPageToken: string | null;
     results: ActualMatchingTransactionSearchResult[];
-}, "expenseAutomationActualMatchingView/searchMatchTransactionsSuccess">, undoReversalAccruals: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[matchId: string, accrualIds: string[]], {
+}, "expenseAutomationActualMatchingView/searchMatchTransactionsSuccess">, undoReversalAccruals: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[matchId: string, accrualIds: string[], matchBatchId?: string | undefined], {
     matchId: string;
     accrualIds: string[];
+    matchBatchId: string | undefined;
 }, "expenseAutomationActualMatchingView/undoReversalAccruals", never, never>, undoReversalAccrualsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     matchId: ActualMatchingMatchId;
     status: ZeniAPIStatus;
-}, "expenseAutomationActualMatchingView/undoReversalAccrualsFailure">, undoReversalAccrualsSuccess: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[matchId: string, results: UndoReversalResult[]], {
+    matchBatchId?: string;
+}, "expenseAutomationActualMatchingView/undoReversalAccrualsFailure">, undoReversalAccrualsSuccess: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[matchId: string, results: UndoReversalResult[], matchBatchId?: string | undefined], {
     matchId: string;
     results: UndoReversalResult[];
+    matchBatchId: string | undefined;
 }, "expenseAutomationActualMatchingView/undoReversalAccrualsSuccess", never, never>, updateActualMatchingUIState: import("@reduxjs/toolkit").ActionCreatorWithPayload<Partial<ActualMatchingViewUIState>, "expenseAutomationActualMatchingView/updateActualMatchingUIState">;
 declare const _default: import("redux").Reducer<ActualMatchingViewState>;
 export default _default;

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

@@ -4,6 +4,7 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.updateActualMatchingUIState = exports.undoReversalAccrualsSuccess = exports.undoReversalAccrualsFailure = exports.undoReversalAccruals = exports.searchMatchTransactionsSuccess = exports.searchMatchTransactionsFailure = exports.searchMatchTransactions = exports.searchMatchAccrualsSuccess = exports.searchMatchAccrualsFailure = exports.searchMatchAccruals = exports.openMatchNewModal = exports.matchAndReverseAccrualsSuccess = exports.matchAndReverseAccrualsFailure = exports.matchAndReverseAccruals = exports.ignoreActualMatchingSuggestionSuccess = exports.ignoreActualMatchingSuggestionFailure = exports.ignoreActualMatchingSuggestion = exports.fetchActualMatchingSuccess = exports.fetchActualMatchingPage = exports.fetchActualMatchingMatchSuccess = exports.fetchActualMatchingMatchFailure = exports.fetchActualMatchingMatch = exports.fetchActualMatchingFailure = exports.fetchActualMatching = exports.closeMatchNewModal = exports.clearMatchNewModal = exports.clearActualMatchingView = exports.ackCloseMatchAfterUndo = exports.ackCloseMatchAfterIgnore = exports.initialState = exports.initialMatchModalState = exports.initialAccrualSearchState = exports.initialTransactionSearchState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
+const actualMatchingTypes_1 = require("../../../entity/actualMatching/actualMatchingTypes");
 const jeScheduleHelper_1 = require("../../../entity/jeSchedules/jeScheduleHelper");
 const responsePayload_1 = require("../../../responsePayload");
 const rootActions_1 = require("../../../rootActions");
@@ -187,19 +188,20 @@ const expenseAutomationActualMatchingView = (0, toolkit_1.createSlice)({
             }
         },
         fetchActualMatchingMatch: {
-            prepare(matchId, refreshViewInBackground = false) {
-                return { payload: { matchId, refreshViewInBackground } };
+            prepare(matchId, refreshViewInBackground = false, matchBatchId) {
+                return { payload: { matchId, matchBatchId, refreshViewInBackground } };
             },
             reducer(draft, action) {
-                const { matchId, refreshViewInBackground } = action.payload;
+                const { matchId, matchBatchId, refreshViewInBackground } = action.payload;
+                const rowKey = (0, actualMatchingTypes_1.actualMatchingRowKey)(matchId, matchBatchId);
                 if (refreshViewInBackground) {
-                    draft.detailRefreshStatusByMatchId[matchId] = {
+                    draft.detailRefreshStatusByMatchId[rowKey] = {
                         fetchState: 'In-Progress',
                         error: undefined,
                     };
                 }
                 else {
-                    draft.detailFetchStateByMatchId[matchId] = {
+                    draft.detailFetchStateByMatchId[rowKey] = {
                         fetchState: 'In-Progress',
                         error: undefined,
                     };
@@ -207,30 +209,32 @@ const expenseAutomationActualMatchingView = (0, toolkit_1.createSlice)({
             },
         },
         fetchActualMatchingMatchSuccess(draft, action) {
-            const { matchId, refreshViewInBackground } = action.payload;
+            const { matchId, matchBatchId, refreshViewInBackground } = action.payload;
+            const rowKey = (0, actualMatchingTypes_1.actualMatchingRowKey)(matchId, matchBatchId);
             if (refreshViewInBackground) {
-                draft.detailRefreshStatusByMatchId[matchId] = {
+                draft.detailRefreshStatusByMatchId[rowKey] = {
                     fetchState: 'Completed',
                     error: undefined,
                 };
             }
             else {
-                draft.detailFetchStateByMatchId[matchId] = {
+                draft.detailFetchStateByMatchId[rowKey] = {
                     fetchState: 'Completed',
                     error: undefined,
                 };
             }
         },
         fetchActualMatchingMatchFailure(draft, action) {
-            const { matchId, refreshViewInBackground, status } = action.payload;
+            const { matchId, matchBatchId, refreshViewInBackground, status } = action.payload;
+            const rowKey = (0, actualMatchingTypes_1.actualMatchingRowKey)(matchId, matchBatchId);
             if (refreshViewInBackground) {
-                draft.detailRefreshStatusByMatchId[matchId] = {
+                draft.detailRefreshStatusByMatchId[rowKey] = {
                     fetchState: 'Error',
                     error: status,
                 };
             }
             else {
-                draft.detailFetchStateByMatchId[matchId] = {
+                draft.detailFetchStateByMatchId[rowKey] = {
                     fetchState: 'Error',
                     error: status,
                 };
@@ -421,40 +425,42 @@ const expenseAutomationActualMatchingView = (0, toolkit_1.createSlice)({
         },
         undoReversalAccruals: {
             reducer(draft, action) {
-                draft.undoReversalStatusByMatchId[action.payload.matchId] = {
+                const rowKey = (0, actualMatchingTypes_1.actualMatchingRowKey)(action.payload.matchId, action.payload.matchBatchId);
+                draft.undoReversalStatusByMatchId[rowKey] = {
                     fetchState: 'In-Progress',
                     error: undefined,
                 };
             },
-            prepare(matchId, accrualIds) {
-                return { payload: { matchId, accrualIds } };
+            prepare(matchId, accrualIds, matchBatchId) {
+                return { payload: { matchId, accrualIds, matchBatchId } };
             },
         },
         undoReversalAccrualsSuccess: {
             reducer(draft, action) {
-                const { matchId, results } = action.payload;
-                draft.undoReversalStatusByMatchId[matchId] = {
+                const { matchId, matchBatchId, results } = action.payload;
+                const rowKey = (0, actualMatchingTypes_1.actualMatchingRowKey)(matchId, matchBatchId);
+                draft.undoReversalStatusByMatchId[rowKey] = {
                     fetchState: 'Completed',
                     error: undefined,
                 };
                 const allUndone = results.length > 0 &&
                     results.every((result) => result.status === 'undone');
                 if (allUndone) {
-                    enqueueCloseMatchId(draft.closeMatchAfterUndoMatchIds, matchId);
+                    enqueueCloseMatchId(draft.closeMatchAfterUndoMatchIds, rowKey);
                 }
                 else {
-                    draft.closeMatchAfterUndoMatchIds = dropCloseMatchId(draft.closeMatchAfterUndoMatchIds, matchId);
+                    draft.closeMatchAfterUndoMatchIds = dropCloseMatchId(draft.closeMatchAfterUndoMatchIds, rowKey);
                 }
                 pruneLastMatchResultsForUndone(draft, matchId, results);
                 if (allUndone) {
-                    delete draft.lastUndoResultsByMatchId[matchId];
+                    delete draft.lastUndoResultsByMatchId[rowKey];
                 }
                 else {
-                    draft.lastUndoResultsByMatchId[matchId] = results;
+                    draft.lastUndoResultsByMatchId[rowKey] = results;
                 }
             },
-            prepare(matchId, results) {
-                return { payload: { matchId, results } };
+            prepare(matchId, results, matchBatchId) {
+                return { payload: { matchId, results, matchBatchId } };
             },
         },
         ackCloseMatchAfterUndo(draft) {
@@ -498,7 +504,8 @@ const expenseAutomationActualMatchingView = (0, toolkit_1.createSlice)({
             draft.closeMatchAfterIgnoreMatchIds.shift();
         },
         undoReversalAccrualsFailure(draft, action) {
-            draft.undoReversalStatusByMatchId[action.payload.matchId] = {
+            const rowKey = (0, actualMatchingTypes_1.actualMatchingRowKey)(action.payload.matchId, action.payload.matchBatchId);
+            draft.undoReversalStatusByMatchId[rowKey] = {
                 fetchState: 'Error',
                 error: action.payload.status,
             };

package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts

@@ -70,8 +70,8 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
     newSelectedTab: "review" | "autoCategorized";
 }, "expenseAutomationTransactionsView/updateCurrentSelectedTransactionCategorizationTab", never, never>, updateTransactionCategorizationCompletedSubTab: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[newSubTab: "manual" | "all" | "ai_accountant"], {
     newSubTab: "manual" | "all" | "ai_accountant";
-}, "expenseAutomationTransactionsView/updateTransactionCategorizationCompletedSubTab", never, never>, updateTransactionGroup: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[newGroup: "income" | "expense" | "all"], {
-    newGroup: "income" | "expense" | "all";
+}, "expenseAutomationTransactionsView/updateTransactionCategorizationCompletedSubTab", never, never>, updateTransactionGroup: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[newGroup: "income" | "expense" | "other" | "all"], {
+    newGroup: "income" | "expense" | "other" | "all";
 }, "expenseAutomationTransactionsView/updateTransactionGroup", never, never>, updateTransactionCategorizationSaveStatus: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", fetchState: FetchState, error?: ZeniAPIStatus<Record<string, unknown>> | undefined], {
     selectedTab: "review" | "autoCategorized";
     fetchState: FetchState;

package/lib/view/expenseAutomationView/selectorTypes/actualMatchingViewSelectorTypes.d.ts

@@ -23,6 +23,7 @@ export interface ActualMatchingRow extends JEOneTimeAccrual {
     groupedMembers?: ActualMatchingGroupedAccrual[];
     intendedAccrualIds?: ID[];
     leftovers?: ActualMatchingLeftoverAccrual[];
+    matchBatchId?: string;
     matchShape?: string;
     matchTier?: string;
     reversalDate?: ZeniDate;

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

@@ -153,6 +153,7 @@ function toActualMatchingRow(match) {
     return {
         ...first,
         matchId: match.matchId,
+        matchBatchId: match.matchBatchId,
         kind: match.kind,
         accruedAmount: match.accruedAmount,
         actualAmount: match.actualAmount,

package/lib/view/expenseAutomationView/types/transactionGroup.d.ts

@@ -3,16 +3,16 @@
  * verbatim to the listing API as `transaction_group`. When revenue automation is
  * enabled for the tenant the backend scopes the whole view by the line
  * account_type: `'expense'` -> expense accounts, `'income'` -> income accounts,
- * `'all'` -> both. When off, every value falls back to the legacy expense scope
- * on the backend, so the group is only sent when the gate is on.
+ * `'other'` -> balance-sheet accounts other than bank/credit card (plus lines
+ * with no account type), `'all'` -> all three. The list epics always send it;
+ * when the gate is off the backend ignores it and returns the legacy expense
+ * scope.
  *
  * The wire value for expenses is the singular `'expense'` (matches the backend
  * `TransactionGroup` enum) even though the picker labels it "Expenses".
- * Balance-sheet groups (assets, liability) are reserved for later and are not
- * part of this union yet.
  */
-export declare const TRANSACTION_GROUPS: readonly ["all", "income", "expense"];
-export declare const toTransactionGroup: (v: string | null | undefined) => "income" | "expense" | "all";
+export declare const TRANSACTION_GROUPS: readonly ["all", "income", "expense", "other"];
+export declare const toTransactionGroup: (v: string | null | undefined) => "income" | "expense" | "other" | "all";
 export type TransactionGroup = ReturnType<typeof toTransactionGroup>;
 /**
  * Default group for the listing — matches the picker's default selection ("All").

package/lib/view/expenseAutomationView/types/transactionGroup.js

@@ -7,15 +7,20 @@ const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
  * verbatim to the listing API as `transaction_group`. When revenue automation is
  * enabled for the tenant the backend scopes the whole view by the line
  * account_type: `'expense'` -> expense accounts, `'income'` -> income accounts,
- * `'all'` -> both. When off, every value falls back to the legacy expense scope
- * on the backend, so the group is only sent when the gate is on.
+ * `'other'` -> balance-sheet accounts other than bank/credit card (plus lines
+ * with no account type), `'all'` -> all three. The list epics always send it;
+ * when the gate is off the backend ignores it and returns the legacy expense
+ * scope.
  *
  * The wire value for expenses is the singular `'expense'` (matches the backend
  * `TransactionGroup` enum) even though the picker labels it "Expenses".
- * Balance-sheet groups (assets, liability) are reserved for later and are not
- * part of this union yet.
  */
-exports.TRANSACTION_GROUPS = ['all', 'income', 'expense'];
+exports.TRANSACTION_GROUPS = [
+    'all',
+    'income',
+    'expense',
+    'other',
+];
 const toTransactionGroup = (v) => (0, stringToUnion_1.stringToUnion)(v != null ? v.trim().toLowerCase() : '', exports.TRANSACTION_GROUPS);
 exports.toTransactionGroup = toTransactionGroup;
 /**

package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts

@@ -152,8 +152,8 @@ export type TransactionsViewState = {
     selectedTransactionCategorizationCompletedSubTab: CompletedSubTab;
     selectedTransactionCategorizationTab: TransactionsTab;
     /**
-     * Statement-level scope (`'expense' | 'income' | 'all'`) forwarded to the
-     * listing API as `transaction_group`. Unlike the in-memory {@link
+     * Statement-level scope (`'expense' | 'income' | 'other' | 'all'`) forwarded
+     * to the listing API as `transaction_group`. Unlike the in-memory {@link
      * TransactionsTabViewState.filters}, a change here invalidates every tab /
      * sub-tab / count and drives a server refetch (the backend re-scopes the
      * whole dataset by account_type). Only surfaced in the UI when the

package/lib/view/transactionDetail/createTransaction/createTransactionPayload.d.ts

@@ -13,8 +13,9 @@ import { CreateTransactionLocalData } from './createTransactionState';
  *    constant NAMES; ZENI_LINE_DETAIL_TYPE_TO_QBO_LINE_DETAIL_TYPE_MAP converts them for the
  *    body the backend sends on to QuickBooks, never for ours.
  * 2. The QBO Purchases (check, credit_card_credit) send their reference number as
- *    `document_number`; a journal entry sends its entry name as `document_id`. Both land on
- *    QBO's DocNumber, but QBOJournalEntry reads only `document_id`.
+ *    `document_number`; a journal entry sends its entry name, a bill its bill number and a
+ *    vendor credit its reference number as `document_id`. All land on QBO's DocNumber, but
+ *    QBOJournalEntry reads only `document_id`.
  */
 export interface CreateTransactionAccountPayload {
     qbo_id: ID;
@@ -53,10 +54,12 @@ export interface CreateTransactionRemitToAddressPayload {
 export interface CreateTransactionRequest extends Record<string, unknown> {
     transaction_date: string;
     transaction_type: string;
-    /** journal_entry entry name (QBO DocNumber). */
+    /** journal_entry entry name, bill number or vendor_credit reference number (QBO DocNumber). */
     document_id?: string;
     /** check / credit_card_credit reference number (QBO Purchase). */
     document_number?: string;
+    /** bill only. */
+    due_date?: string;
     from_account_id?: ID;
     /** credit_card_credit is modelled as a Purchase with Credit: true. */
     is_credit?: boolean;

package/lib/view/transactionDetail/createTransaction/createTransactionPayload.js

@@ -135,13 +135,29 @@ const prepareCreateTransactionPayload = (state, localData) => {
         };
     }
     const lines = localData.lines.map((line) => toLinePayload(state, line, transactionType));
+    const documentIdField = localData.documentNumber != null && localData.documentNumber !== ''
+        ? { document_id: localData.documentNumber }
+        : {};
     if (transactionType === 'journal_entry') {
+        return { ...base, ...documentIdField, lines };
+    }
+    // Both post to accounts payable, so they carry no header account or payment type.
+    if (transactionType === 'vendor_credit') {
+        return {
+            ...base,
+            vendor_id: toQboVendorId(state, localData.vendorId),
+            ...documentIdField,
+            lines,
+        };
+    }
+    if (transactionType === 'bill') {
         return {
             ...base,
-            ...(localData.documentNumber != null &&
-                localData.documentNumber !== '' && {
-                document_id: localData.documentNumber,
+            vendor_id: toQboVendorId(state, localData.vendorId),
+            ...(localData.dueDate != null && {
+                due_date: localData.dueDate.format(timePeriod_1.DEFAULT_DATE_FORMAT),
             }),
+            ...documentIdField,
             lines,
         };
     }

package/lib/view/transactionDetail/createTransaction/createTransactionState.d.ts

@@ -9,7 +9,7 @@ import { ZeniDate } from '../../../zeniDayJS';
  * The transaction types the Create Transaction flow can originate. A narrow subset of
  * TransactionType -- everything else is read-only and arrives via sync.
  */
-export declare const ALL_CREATABLE_TRANSACTION_TYPES: readonly ["expense", "check", "credit_card_credit", "transfer", "journal_entry"];
+export declare const ALL_CREATABLE_TRANSACTION_TYPES: readonly ["expense", "check", "credit_card_credit", "transfer", "journal_entry", "bill", "vendor_credit"];
 export type CreatableTransactionType = (typeof ALL_CREATABLE_TRANSACTION_TYPES)[number];
 /**
  * The wire shape the create endpoint expects for a check's remit-to address. Deliberately not
@@ -54,8 +54,13 @@ export interface CreateTransactionLocalData {
     /** Empty for transfer, which has no lines at all. */
     lines: CreateTransactionLineLocalData[];
     transactionType: CreatableTransactionType;
-    /** check / credit_card_credit reference number, or the journal_entry entry name. */
+    /**
+     * check / credit_card_credit / vendor_credit reference number, journal_entry entry name, or
+     * bill number.
+     */
     documentNumber?: string;
+    /** bill only. */
+    dueDate?: ZeniDate;
     /** transfer */
     fromAccountId?: ID;
     paymentType?: PaymentType;

package/lib/view/transactionDetail/createTransaction/createTransactionState.js

@@ -11,4 +11,6 @@ exports.ALL_CREATABLE_TRANSACTION_TYPES = [
     'credit_card_credit',
     'transfer',
     'journal_entry',
+    'bill',
+    'vendor_credit',
 ];