@zeniai/client-epic-state 5.0.92-beta0ND → 5.0.92-betaNB2

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

@@ -9,7 +9,7 @@ import { MatchedTransactionPayload } from '../../../entity/transaction/payloadTy
 import { UserPayload } from '../../../entity/user/userPayload';
 import { RootState } from '../../../reducer';
 import { ZeniAPIResponse } from '../../../responsePayload';
-import { BalancesLocalData, SaveReconcileDetailActionPayload } from '../types/reconciliationViewState';
+import { BalancesLocalData, ParsedStatementData, SaveReconcileDetailActionPayload, StatementUpdateLocalData, StatementUpdateLocalDataPayload } from '../types/reconciliationViewState';
 export interface DetectionInfoPayload {
     account_id: string;
     bank_balance: number | null;
@@ -31,6 +31,24 @@ interface ExclusionInfoPayload {
 export interface ExcludedAccountPayload extends AccountAndPaymentAccountPayload {
     exclusion_info: ExclusionInfoPayload;
 }
+export interface ReconciliationSummaryPayload {
+    accounts: {
+        done: number;
+        failed: number;
+        in_progress: number;
+        total: number;
+    };
+    accounts_to_connect_count: number;
+    auto_matched: {
+        matched_txns: number;
+        total_txns: number;
+    };
+    needs_review: {
+        account_count: number;
+        txn_count: number;
+    };
+    time_saved_percentage: number;
+}
 export interface ReconciliationPayload {
     accounts: AccountAndPaymentAccountPayload[];
     files: FilePayload[];
@@ -39,6 +57,7 @@ export interface ReconciliationPayload {
     detection_info?: DetectionInfoPayload;
     detection_reason?: string;
     excluded_accounts?: ExcludedAccountPayload[];
+    summary?: ReconciliationSummaryPayload;
 }
 export type ReconciliationResponse = ZeniAPIResponse<ReconciliationPayload>;
 export interface SaveReconciliationReviewPayload {
@@ -98,4 +117,67 @@ export interface UploadStatementResponsePayload {
     };
 }
 export type UploadStatementResponse = ZeniAPIResponse<UploadStatementResponsePayload>;
+export interface BoundingBoxPayload {
+    bottom: number;
+    left: number;
+    right: number;
+    top: number;
+}
+export interface CitationPayload {
+    bounding_boxes: BoundingBoxPayload[];
+    page: number;
+    reference_text: string;
+}
+export interface StatementTransactionPayload {
+    amount: number;
+    citation: CitationPayload[];
+    is_user_added: boolean;
+    is_user_edited: boolean;
+    statement_transaction_id: string;
+    transaction_date: string;
+    transaction_direction: 'debit' | 'credit';
+    transaction_memo: string;
+}
+export interface ReconciliationMetaPayload {
+    end_date: string;
+    reconciliation_id: string;
+    start_date: string;
+    status: string;
+}
+export interface StatementMetaPayload {
+    closing_balance: number;
+    opening_balance: number;
+    statement_data_status: StatusCodeWithLabelPayload;
+    statement_end_date: string;
+    statement_start_date: string;
+    statement_status: StatusCodeWithLabelPayload;
+    statement_upload_id: string;
+    total_deposits: number;
+    total_payments: number;
+}
+export interface AccountInfoPayload {
+    account_id: string;
+    account_name: string;
+    account_type: string;
+    currency_code: string;
+    last_4_digits: string | null;
+}
+export interface FileInfoPayload {
+    file_id: string;
+    file_name: string;
+    signed_url: string;
+}
+export interface StatementUploadPayload {
+    account: AccountInfoPayload;
+    file: FileInfoPayload;
+    statement_meta: StatementMetaPayload;
+    statement_transactions: StatementTransactionPayload[];
+}
+export interface ParseStatementResponsePayload {
+    reconciliation: ReconciliationMetaPayload;
+    statement_upload: StatementUploadPayload;
+}
+export type ParseStatementResponse = ZeniAPIResponse<ParseStatementResponsePayload>;
+export declare function transformParseStatementPayloadToState(payload: ParseStatementResponsePayload): ParsedStatementData;
+export declare function transformStatementUpdateStateToPayload(localData: StatementUpdateLocalData): StatementUpdateLocalDataPayload;
 export {};

package/lib/view/expenseAutomationView/payload/reconciliationPayload.js

@@ -1,6 +1,8 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.createSaveReconciliationPayloadBasedOnActionAndMethod = createSaveReconciliationPayloadBasedOnActionAndMethod;
+exports.transformParseStatementPayloadToState = transformParseStatementPayloadToState;
+exports.transformStatementUpdateStateToPayload = transformStatementUpdateStateToPayload;
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const accountReconPayload_1 = require("../../../entity/accountRecon/accountReconPayload");
 const reconciliationTransactionPayloads_1 = require("../../../entity/transaction/payloadTypes/reconciliationTransactionPayloads");
@@ -70,3 +72,76 @@ function createReviewTransactionPayload(accountReconciliationEntity) {
     });
     return reviewTransactionsPayload;
 }
+function transformParseStatementPayloadToState(payload) {
+    return {
+        statementUpload: {
+            account: {
+                accountId: payload.statement_upload.account.account_id,
+                accountName: payload.statement_upload.account.account_name,
+                accountType: payload.statement_upload.account.account_type,
+                currencyCode: payload.statement_upload.account.currency_code,
+                last4Digits: payload.statement_upload.account.last_4_digits,
+            },
+            file: {
+                fileId: payload.statement_upload.file.file_id,
+                fileName: payload.statement_upload.file.file_name,
+                signedUrl: payload.statement_upload.file.signed_url,
+            },
+            statementMeta: {
+                closingBalance: payload.statement_upload.statement_meta.closing_balance,
+                openingBalance: payload.statement_upload.statement_meta.opening_balance,
+                statementDataStatus: payload.statement_upload.statement_meta.statement_data_status,
+                statementEndDate: payload.statement_upload.statement_meta.statement_end_date,
+                statementStartDate: payload.statement_upload.statement_meta.statement_start_date,
+                statementStatus: payload.statement_upload.statement_meta.statement_status,
+                statementUploadId: payload.statement_upload.statement_meta.statement_upload_id,
+                totalDeposits: payload.statement_upload.statement_meta.total_deposits,
+                totalPayments: payload.statement_upload.statement_meta.total_payments,
+            },
+            statementTransactions: payload.statement_upload.statement_transactions.map((txn) => ({
+                amount: txn.amount,
+                citations: txn.citation.map((c) => ({
+                    boundingBoxes: c.bounding_boxes,
+                    page: c.page,
+                    referenceText: c.reference_text,
+                })),
+                isUserAdded: txn.is_user_added,
+                isUserEdited: txn.is_user_edited,
+                statementTransactionId: txn.statement_transaction_id,
+                transactionDate: txn.transaction_date,
+                transactionDirection: txn.transaction_direction,
+                transactionMemo: txn.transaction_memo,
+            })),
+        },
+    };
+}
+function transformStatementUpdateStateToPayload(localData) {
+    const { statementMeta, statementTransactions } = localData;
+    return {
+        statement_meta: {
+            opening_balance: statementMeta.openingBalance,
+            statement_end_date: statementMeta.statementEndDate,
+            statement_start_date: statementMeta.statementStartDate,
+            total_deposits: statementMeta.totalDeposits,
+            total_payments: statementMeta.totalPayments,
+        },
+        statement_transactions: {
+            added: statementTransactions.added.map((txn) => ({
+                amount: txn.amount,
+                transaction_date: txn.transactionDate,
+                transaction_direction: txn.transactionDirection,
+                transaction_memo: txn.transactionMemo,
+            })),
+            deleted_ids: statementTransactions.deletedIds,
+            updated: statementTransactions.updated
+                .filter((txn) => txn.statementTransactionId != null)
+                .map((txn) => ({
+                amount: txn.amount,
+                statement_transaction_id: txn.statementTransactionId,
+                transaction_date: txn.transactionDate,
+                transaction_direction: txn.transactionDirection,
+                transaction_memo: txn.transactionMemo,
+            })),
+        },
+    };
+}

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

@@ -5,7 +5,7 @@ import { MonthYearPeriod } from '../../../commonStateTypes/timePeriod';
 import { ReconciliationDataPayload } from '../../../entity/accountRecon/accountReconPayload';
 import { ZeniAPIStatus } from '../../../responsePayload';
 import { ExcludedAccountFromReconciliationPayload, ReconciliationPayload, UploadStatementDocumentAIPayload } from '../payload/reconciliationPayload';
-import { AccountReconciliationLocalData, ActionFetchStates, ExcludeAccountFromReconciliationPayload, ReconReconcileSortKey, ReconReviewSortKey, ReconciliationReviewTabLocalData, ReconciliationTabsState, ReconciliationViewState, ReconciliationViewTabType, SaveReconcileDetailActionPayload, SaveReconciliationDetailFailurePayload, TransactionSummary } from '../types/reconciliationViewState';
+import { AccountReconciliationLocalData, ActionFetchStates, ExcludeAccountFromReconciliationPayload, ParsedStatementData, ReconReconcileSortKey, ReconReviewSortKey, ReconciliationReviewTabLocalData, ReconciliationTabsState, ReconciliationViewState, ReconciliationViewTabType, SaveReconcileDetailActionPayload, SaveReconciliationDetailFailurePayload, StatementUpdateLocalData, TransactionSummary } from '../types/reconciliationViewState';
 export declare const initialReconciliationTabsState: ReconciliationTabsState;
 export declare const initialActionFetchState: ActionFetchStates;
 export declare const initialState: ReconciliationViewState;
@@ -52,7 +52,9 @@ export declare const fetchReconciliation: import("@reduxjs/toolkit").ActionCreat
     variancePercentage?: number;
 }, "expenseAutomationReconciliationView/updateBalancesLocalData">, initialiseLocalDataForSelectedAccountId: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationReconciliationView/initialiseLocalDataForSelectedAccountId">, clearExpenseAutomationReconciliationView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationReconciliationView/clearExpenseAutomationReconciliationView">, updateSelectedDrawerAccountId: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     selectedDrawerAccountId?: ID;
-}, "expenseAutomationReconciliationView/updateSelectedDrawerAccountId">, updateReviewTabSortState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "expenseAutomationReconciliationView/updateSelectedDrawerAccountId">, updateStatementProcessingFailed: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    statementProcessingFailed: boolean;
+}, "expenseAutomationReconciliationView/updateStatementProcessingFailed">, updateReviewTabSortState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     sortKey: ReconReviewSortKey;
     sortOrder: SortOrder;
 }, "expenseAutomationReconciliationView/updateReviewTabSortState">, initializeReconciliationReviewTabLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[localData: Record<string, ReconciliationReviewTabLocalData>], {
@@ -108,7 +110,37 @@ export declare const fetchReconciliation: import("@reduxjs/toolkit").ActionCreat
     accountId: ID;
     error: ZeniAPIStatus;
     selectedPeriod: MonthYearPeriod;
-}, "expenseAutomationReconciliationView/uploadAccountStatementFailure">, updateStatementUploadChosen: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "expenseAutomationReconciliationView/uploadAccountStatementFailure">, parseStatement: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    accountId: ID;
+    selectedPeriod: MonthYearPeriod;
+    statementUploadId: ID;
+}, "expenseAutomationReconciliationView/parseStatement">, parseStatementSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    accountId: ID;
+    selectedPeriod: MonthYearPeriod;
+}, "expenseAutomationReconciliationView/parseStatementSuccess">, parseStatementFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    accountId: ID;
+    error: ZeniAPIStatus;
+    selectedPeriod: MonthYearPeriod;
+}, "expenseAutomationReconciliationView/parseStatementFailure">, updateParsedStatementData: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    accountId: ID;
+    parsedStatementData: ParsedStatementData;
+    selectedPeriod: MonthYearPeriod;
+}, "expenseAutomationReconciliationView/updateParsedStatementData">, updateStatementUpdateLocalData: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    accountId: ID;
+    selectedPeriod: MonthYearPeriod;
+    statementUpdateLocalData: StatementUpdateLocalData;
+}, "expenseAutomationReconciliationView/updateStatementUpdateLocalData">, submitStatementUpdate: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    accountId: ID;
+    selectedPeriod: MonthYearPeriod;
+    statementUploadId: string;
+}, "expenseAutomationReconciliationView/submitStatementUpdate">, submitStatementUpdateSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    accountId: ID;
+    selectedPeriod: MonthYearPeriod;
+}, "expenseAutomationReconciliationView/submitStatementUpdateSuccess">, submitStatementUpdateFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    accountId: ID;
+    error: ZeniAPIStatus;
+    selectedPeriod: MonthYearPeriod;
+}, "expenseAutomationReconciliationView/submitStatementUpdateFailure">, updateStatementUploadChosen: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     statementUploadChosen: boolean;
 }, "expenseAutomationReconciliationView/updateStatementUploadChosen">, updateNodeCollapseState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     collapsed: boolean;

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

@@ -1,11 +1,12 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateNodeCollapseState = exports.updateStatementUploadChosen = exports.uploadAccountStatementFailure = exports.uploadAccountStatementSuccess = exports.uploadAccountStatement = exports.includeAccountInReconciliationFailure = exports.includeAccountInReconciliationSuccess = exports.includeAccountInReconciliation = exports.excludeAccountFromReconciliationFailure = exports.excludeAccountFromReconciliationSuccess = exports.excludeAccountFromReconciliation = exports.deleteAccountStatementFailure = exports.deleteAccountStatementSuccess = exports.deleteAccountStatement = exports.updateAccountReconciliationLocalData = exports.updateReconListScrollPosition = exports.updateSaveReconciliationReviewFetchStatus = exports.saveReconciliationReview = exports.updateReviewTabLocalData = exports.initializeReconciliationReviewTabLocalData = exports.updateReviewTabSortState = exports.updateSelectedDrawerAccountId = exports.clearExpenseAutomationReconciliationView = exports.initialiseLocalDataForSelectedAccountId = exports.updateBalancesLocalData = exports.updateSelectedTab = exports.saveReconciliationDetailSuccess = exports.updateReconcileTabListScrollState = exports.updateReconcileTabListSortState = exports.updateReconcileTabLocalData = exports.setStatementParseInProgress = exports.setConnectionInProgressForAccount = exports.updateSelectedAccountId = exports.saveReconciliationDetailFailure = exports.saveReconciliationDetail = exports.fetchReconciliationSuccess = exports.fetchReconciliationFailure = exports.fetchReconciliation = exports.initialState = exports.initialActionFetchState = exports.initialReconciliationTabsState = void 0;
+exports.updateNodeCollapseState = exports.updateStatementUploadChosen = exports.submitStatementUpdateFailure = exports.submitStatementUpdateSuccess = exports.submitStatementUpdate = exports.updateStatementUpdateLocalData = exports.updateParsedStatementData = exports.parseStatementFailure = exports.parseStatementSuccess = exports.parseStatement = exports.uploadAccountStatementFailure = exports.uploadAccountStatementSuccess = exports.uploadAccountStatement = exports.includeAccountInReconciliationFailure = exports.includeAccountInReconciliationSuccess = exports.includeAccountInReconciliation = exports.excludeAccountFromReconciliationFailure = exports.excludeAccountFromReconciliationSuccess = exports.excludeAccountFromReconciliation = exports.deleteAccountStatementFailure = exports.deleteAccountStatementSuccess = exports.deleteAccountStatement = exports.updateAccountReconciliationLocalData = exports.updateReconListScrollPosition = exports.updateSaveReconciliationReviewFetchStatus = exports.saveReconciliationReview = exports.updateReviewTabLocalData = exports.initializeReconciliationReviewTabLocalData = exports.updateReviewTabSortState = exports.updateStatementProcessingFailed = exports.updateSelectedDrawerAccountId = exports.clearExpenseAutomationReconciliationView = exports.initialiseLocalDataForSelectedAccountId = exports.updateBalancesLocalData = exports.updateSelectedTab = exports.saveReconciliationDetailSuccess = exports.updateReconcileTabListScrollState = exports.updateReconcileTabListSortState = exports.updateReconcileTabLocalData = exports.setStatementParseInProgress = exports.setConnectionInProgressForAccount = exports.updateSelectedAccountId = exports.saveReconciliationDetailFailure = exports.saveReconciliationDetail = exports.fetchReconciliationSuccess = exports.fetchReconciliationFailure = exports.fetchReconciliation = exports.initialState = exports.initialActionFetchState = exports.initialReconciliationTabsState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const accountState_1 = require("../../../entity/account/accountState");
 const accountReconState_1 = require("../../../entity/accountRecon/accountReconState");
+const reconciliationViewState_1 = require("../types/reconciliationViewState");
 // Initial state
 exports.initialReconciliationTabsState = {
     balances: {
@@ -71,6 +72,7 @@ exports.initialState = {
     refreshStatus: { fetchState: 'Not-Started', error: undefined },
     actionFetchState: exports.initialActionFetchState,
     selectedAccountId: undefined,
+    statementProcessingFailed: false,
     statementUploadChosen: false,
     reconListUIState: {
         nodeCollapseState: {},
@@ -79,6 +81,7 @@ exports.initialState = {
         },
     },
     excludedAccountIDs: [],
+    summary: undefined,
 };
 // Create slice with reducers
 const expenseAutomationReconciliationView = (0, toolkit_1.createSlice)({
@@ -147,7 +150,7 @@ const expenseAutomationReconciliationView = (0, toolkit_1.createSlice)({
         fetchReconciliationSuccess: {
             reducer(draft, action) {
                 if (action.payload.accountId == null) {
-                    updateAllReconciliation(draft, action.payload.reconciliation.accounts, action.payload.selectedPeriod, action.payload.reconciliation.reconciliation, action.payload.refreshViewInBackground, action.payload.reconciliation.excluded_accounts ?? []);
+                    updateAllReconciliation(draft, action.payload.reconciliation.accounts, action.payload.selectedPeriod, action.payload.reconciliation.reconciliation, action.payload.refreshViewInBackground, action.payload.reconciliation.excluded_accounts ?? [], action.payload.reconciliation.summary);
                 }
                 else if (action.payload.reconciliation.reconciliation.length > 0 &&
                     action.payload.reconciliation.accounts.length > 0) {
@@ -291,6 +294,10 @@ const expenseAutomationReconciliationView = (0, toolkit_1.createSlice)({
         updateSelectedDrawerAccountId: (draft, action) => {
             draft.selectedDrawerAccountId = action.payload.selectedDrawerAccountId;
         },
+        updateStatementProcessingFailed: (draft, action) => {
+            draft.statementProcessingFailed =
+                action.payload.statementProcessingFailed;
+        },
         initialiseLocalDataForSelectedAccountId: () => { },
         updateSelectedTab: (draft, action) => {
             const { selectedTab } = action.payload;
@@ -382,10 +389,16 @@ const expenseAutomationReconciliationView = (0, toolkit_1.createSlice)({
         },
         uploadAccountStatement: (draft, action) => {
             const { accountId, selectedPeriod } = action.payload;
-            draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId].statementUploadStatus = {
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId];
+            accountRecon.statementUploadStatus = {
                 fetchState: 'In-Progress',
                 error: undefined,
             };
+            accountRecon.parsedStatementData = undefined;
+            accountRecon.statementParseStatus = {
+                fetchState: 'Not-Started',
+                error: undefined,
+            };
         },
         uploadAccountStatementSuccess: (draft, action) => {
             const { accountId, selectedPeriod } = action.payload;
@@ -423,6 +436,78 @@ const expenseAutomationReconciliationView = (0, toolkit_1.createSlice)({
                 error: action.payload.error,
             };
         },
+        parseStatement: (draft, action) => {
+            const { accountId, selectedPeriod } = action.payload;
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId];
+            accountRecon.parsedStatementData = undefined;
+            accountRecon.statementParseStatus = {
+                fetchState: 'In-Progress',
+                error: undefined,
+            };
+        },
+        parseStatementSuccess: (draft, action) => {
+            const { accountId, selectedPeriod } = action.payload;
+            draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId].statementParseStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+            draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId].statementParseInProgress = false;
+        },
+        parseStatementFailure: (draft, action) => {
+            const { accountId, selectedPeriod } = action.payload;
+            draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId].statementParseStatus = {
+                fetchState: 'Error',
+                error: action.payload.error,
+            };
+            draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId].statementParseInProgress = false;
+        },
+        updateParsedStatementData: (draft, action) => {
+            const { accountId, selectedPeriod, parsedStatementData } = action.payload;
+            draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId].parsedStatementData =
+                parsedStatementData;
+        },
+        updateStatementUpdateLocalData: (draft, action) => {
+            const { accountId, selectedPeriod, statementUpdateLocalData } = action.payload;
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId];
+            if (accountRecon.localData == null) {
+                accountRecon.localData = {
+                    statementUpdateLocalData,
+                };
+            }
+            else {
+                accountRecon.localData.statementUpdateLocalData =
+                    statementUpdateLocalData;
+            }
+        },
+        submitStatementUpdate: (draft, action) => {
+            const { accountId, selectedPeriod } = action.payload;
+            draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId].statementUpdateStatus = {
+                fetchState: 'In-Progress',
+                error: undefined,
+            };
+        },
+        submitStatementUpdateSuccess: (draft, action) => {
+            const { accountId, selectedPeriod } = action.payload;
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId];
+            accountRecon.statementUpdateStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+            if (accountRecon.localData != null) {
+                accountRecon.localData.statementUpdateLocalData = undefined;
+            }
+        },
+        submitStatementUpdateFailure: (draft, action) => {
+            const { accountId, selectedPeriod } = action.payload;
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId];
+            accountRecon.statementUpdateStatus = {
+                fetchState: 'Error',
+                error: action.payload.error,
+            };
+            if (accountRecon.localData != null) {
+                accountRecon.localData.statementUpdateLocalData = undefined;
+            }
+        },
         updateAccountReconciliationLocalData: (draft, action) => {
             const { accountId, selectedPeriod, localData } = action.payload;
             const oldLocalData = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId].localData;
@@ -528,10 +613,10 @@ const expenseAutomationReconciliationView = (0, toolkit_1.createSlice)({
     },
 });
 // Export actions
-_a = expenseAutomationReconciliationView.actions, exports.fetchReconciliation = _a.fetchReconciliation, exports.fetchReconciliationFailure = _a.fetchReconciliationFailure, exports.fetchReconciliationSuccess = _a.fetchReconciliationSuccess, exports.saveReconciliationDetail = _a.saveReconciliationDetail, exports.saveReconciliationDetailFailure = _a.saveReconciliationDetailFailure, exports.updateSelectedAccountId = _a.updateSelectedAccountId, exports.setConnectionInProgressForAccount = _a.setConnectionInProgressForAccount, exports.setStatementParseInProgress = _a.setStatementParseInProgress, exports.updateReconcileTabLocalData = _a.updateReconcileTabLocalData, exports.updateReconcileTabListSortState = _a.updateReconcileTabListSortState, exports.updateReconcileTabListScrollState = _a.updateReconcileTabListScrollState, exports.saveReconciliationDetailSuccess = _a.saveReconciliationDetailSuccess, exports.updateSelectedTab = _a.updateSelectedTab, exports.updateBalancesLocalData = _a.updateBalancesLocalData, exports.initialiseLocalDataForSelectedAccountId = _a.initialiseLocalDataForSelectedAccountId, exports.clearExpenseAutomationReconciliationView = _a.clearExpenseAutomationReconciliationView, exports.updateSelectedDrawerAccountId = _a.updateSelectedDrawerAccountId, exports.updateReviewTabSortState = _a.updateReviewTabSortState, exports.initializeReconciliationReviewTabLocalData = _a.initializeReconciliationReviewTabLocalData, exports.updateReviewTabLocalData = _a.updateReviewTabLocalData, exports.saveReconciliationReview = _a.saveReconciliationReview, exports.updateSaveReconciliationReviewFetchStatus = _a.updateSaveReconciliationReviewFetchStatus, exports.updateReconListScrollPosition = _a.updateReconListScrollPosition, exports.updateAccountReconciliationLocalData = _a.updateAccountReconciliationLocalData, exports.deleteAccountStatement = _a.deleteAccountStatement, exports.deleteAccountStatementSuccess = _a.deleteAccountStatementSuccess, exports.deleteAccountStatementFailure = _a.deleteAccountStatementFailure, exports.excludeAccountFromReconciliation = _a.excludeAccountFromReconciliation, exports.excludeAccountFromReconciliationSuccess = _a.excludeAccountFromReconciliationSuccess, exports.excludeAccountFromReconciliationFailure = _a.excludeAccountFromReconciliationFailure, exports.includeAccountInReconciliation = _a.includeAccountInReconciliation, exports.includeAccountInReconciliationSuccess = _a.includeAccountInReconciliationSuccess, exports.includeAccountInReconciliationFailure = _a.includeAccountInReconciliationFailure, exports.uploadAccountStatement = _a.uploadAccountStatement, exports.uploadAccountStatementSuccess = _a.uploadAccountStatementSuccess, exports.uploadAccountStatementFailure = _a.uploadAccountStatementFailure, exports.updateStatementUploadChosen = _a.updateStatementUploadChosen, exports.updateNodeCollapseState = _a.updateNodeCollapseState;
+_a = expenseAutomationReconciliationView.actions, exports.fetchReconciliation = _a.fetchReconciliation, exports.fetchReconciliationFailure = _a.fetchReconciliationFailure, exports.fetchReconciliationSuccess = _a.fetchReconciliationSuccess, exports.saveReconciliationDetail = _a.saveReconciliationDetail, exports.saveReconciliationDetailFailure = _a.saveReconciliationDetailFailure, exports.updateSelectedAccountId = _a.updateSelectedAccountId, exports.setConnectionInProgressForAccount = _a.setConnectionInProgressForAccount, exports.setStatementParseInProgress = _a.setStatementParseInProgress, exports.updateReconcileTabLocalData = _a.updateReconcileTabLocalData, exports.updateReconcileTabListSortState = _a.updateReconcileTabListSortState, exports.updateReconcileTabListScrollState = _a.updateReconcileTabListScrollState, exports.saveReconciliationDetailSuccess = _a.saveReconciliationDetailSuccess, exports.updateSelectedTab = _a.updateSelectedTab, exports.updateBalancesLocalData = _a.updateBalancesLocalData, exports.initialiseLocalDataForSelectedAccountId = _a.initialiseLocalDataForSelectedAccountId, exports.clearExpenseAutomationReconciliationView = _a.clearExpenseAutomationReconciliationView, exports.updateSelectedDrawerAccountId = _a.updateSelectedDrawerAccountId, exports.updateStatementProcessingFailed = _a.updateStatementProcessingFailed, exports.updateReviewTabSortState = _a.updateReviewTabSortState, exports.initializeReconciliationReviewTabLocalData = _a.initializeReconciliationReviewTabLocalData, exports.updateReviewTabLocalData = _a.updateReviewTabLocalData, exports.saveReconciliationReview = _a.saveReconciliationReview, exports.updateSaveReconciliationReviewFetchStatus = _a.updateSaveReconciliationReviewFetchStatus, exports.updateReconListScrollPosition = _a.updateReconListScrollPosition, exports.updateAccountReconciliationLocalData = _a.updateAccountReconciliationLocalData, exports.deleteAccountStatement = _a.deleteAccountStatement, exports.deleteAccountStatementSuccess = _a.deleteAccountStatementSuccess, exports.deleteAccountStatementFailure = _a.deleteAccountStatementFailure, exports.excludeAccountFromReconciliation = _a.excludeAccountFromReconciliation, exports.excludeAccountFromReconciliationSuccess = _a.excludeAccountFromReconciliationSuccess, exports.excludeAccountFromReconciliationFailure = _a.excludeAccountFromReconciliationFailure, exports.includeAccountInReconciliation = _a.includeAccountInReconciliation, exports.includeAccountInReconciliationSuccess = _a.includeAccountInReconciliationSuccess, exports.includeAccountInReconciliationFailure = _a.includeAccountInReconciliationFailure, exports.uploadAccountStatement = _a.uploadAccountStatement, exports.uploadAccountStatementSuccess = _a.uploadAccountStatementSuccess, exports.uploadAccountStatementFailure = _a.uploadAccountStatementFailure, exports.parseStatement = _a.parseStatement, exports.parseStatementSuccess = _a.parseStatementSuccess, exports.parseStatementFailure = _a.parseStatementFailure, exports.updateParsedStatementData = _a.updateParsedStatementData, exports.updateStatementUpdateLocalData = _a.updateStatementUpdateLocalData, exports.submitStatementUpdate = _a.submitStatementUpdate, exports.submitStatementUpdateSuccess = _a.submitStatementUpdateSuccess, exports.submitStatementUpdateFailure = _a.submitStatementUpdateFailure, exports.updateStatementUploadChosen = _a.updateStatementUploadChosen, exports.updateNodeCollapseState = _a.updateNodeCollapseState;
 // Export reducer
 exports.default = expenseAutomationReconciliationView.reducer;
-function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliationData, refreshViewInBackground, excludedAccounts) {
+function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliationData, refreshViewInBackground, excludedAccounts, summary) {
     draft.excludedAccountIDs = excludedAccounts.map((ea) => ea.account_id);
     draft.excludedAccountExclusionInfo = {};
     excludedAccounts.forEach((ea) => {
@@ -560,6 +645,7 @@ function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliation
                 : undefined,
         };
     });
+    const oldReconciliationByAccountID = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]?.reconciliationByAccountID ?? {};
     draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] = {
         accountIDs: [],
         reconciliationByAccountID: {},
@@ -583,6 +669,7 @@ function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliation
                 paymentAccountId: account?.payment_account_id ?? undefined,
             };
         }
+        const oldRecord = oldReconciliationByAccountID[reconciliation.account_id];
         accountReconciliationRecords.reconciliationByAccountID[reconciliation.account_id] = {
             accountId: reconciliation.account_id,
             reconciliationId: reconciliation.reconciliation_id ?? undefined,
@@ -592,14 +679,17 @@ function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliation
             statementUploadStatus: { fetchState: 'Not-Started', error: undefined },
             statementUpdateStatus: { fetchState: 'Not-Started', error: undefined },
             statementParseInProgress: reconciliation.bank_status.code === 'parsing',
+            statementParseStatus: { fetchState: 'Not-Started', error: undefined },
             localData: {
                 accountSource: account?.reconciliation_source != null
                     ? (0, accountState_1.toReconciliationAccountSource)(account.reconciliation_source)
                     : undefined,
+                ...oldRecord?.localData,
             },
             accountDetectionReason: account?.detection_info != null && account.detection_reason != null
                 ? account.detection_reason
                 : undefined,
+            parsedStatementData: oldRecord?.parsedStatementData,
         };
         accountReconciliationRecords.accountIDs.push(reconciliation.account_id);
     });
@@ -613,6 +703,9 @@ function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliation
         draft.fetchState = 'Completed';
         draft.error = undefined;
     }
+    if (summary !== undefined) {
+        draft.summary = (0, reconciliationViewState_1.toReconciliationViewSummary)(summary);
+    }
 }
 function updateReconciliationByAccountID(draft, accounts, selectedPeriod, accountId, reconciliationData, refreshViewInBackground) {
     const oldRecord = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId];
@@ -680,6 +773,7 @@ const updateReconciliationByAccountIDOnIncludeAccount = (draft, accountId, recon
         statementUploadStatus: { fetchState: 'Not-Started', error: undefined },
         statementUpdateStatus: { fetchState: 'Not-Started', error: undefined },
         statementParseInProgress: reconciliation.bank_status.code === 'parsing',
+        statementParseStatus: { fetchState: 'Not-Started', error: undefined },
         localData: {},
         accountDetectionReason: undefined,
     };

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

@@ -9,7 +9,7 @@ import { BankStatusCodeType } from '../../../entity/accountRecon/accountReconSta
 import { ClassBase } from '../../../entity/class/classState';
 import { Vendor } from '../../../entity/vendor/vendorState';
 import { PlaidConnectionDetails } from '../../spendManagement/plaidAccount/plaidAccountViewState';
-import { AccountReconciliationLocalData, ActionFetchStates, ReconListUIState, ReconciliationTabsState, ReconciliationViewTabType } from '../types/reconciliationViewState';
+import { AccountReconciliationLocalData, ActionFetchStates, ParsedStatementData, ReconListUIState, ReconciliationTabsState, ReconciliationViewSummary, ReconciliationViewTabType } from '../types/reconciliationViewState';
 export declare const ALL_ACCOUNT_RECON_SECTION_IDS: readonly ["assets", "liabilities"];
 export declare const toAccountReconSectionID: (v: string) => "assets" | "liabilities";
 export type AccountReconSectionID = ReturnType<typeof toAccountReconSectionID>;
@@ -37,10 +37,12 @@ export interface ExpenseAutomationReconciliationViewSelector {
     refreshStatus: FetchStateAndError;
     reviewTabSelectedVendorByTransactionId: Record<ID, Vendor>;
     selectedTab: ReconciliationViewTabType;
+    statementProcessingFailed: boolean;
     statementUploadChosen: boolean;
     selectedAccountId?: ID;
     selectedDrawerAccountId?: ID;
     selectedReconAccount?: AccountReconciliationByAccount;
+    summary?: ReconciliationViewSummary;
 }
 export interface AccountReconciliationBySection {
     accountIDs: ID[];
@@ -59,9 +61,11 @@ export interface AccountReconciliationByAccount {
     refreshStatus: FetchStateAndError;
     statementDeleteStatus: FetchStateAndError;
     statementParseInProgress: boolean;
+    statementParseStatus: FetchStateAndError;
     statementUpdateStatus: FetchStateAndError;
     statementUploadStatus: FetchStateAndError;
     transactionFetchState: FetchStateAndError;
     accountDetectionReason?: string;
+    parsedStatementData?: ParsedStatementData;
     paymentAccountId?: ID;
 }

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

@@ -49,6 +49,17 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
             error: undefined,
         })
         : { fetchState: 'Not-Started', error: undefined };
+    const monthEndChecksForPeriod = selectedPeriod != null
+        ? monthEndCloseChecksState.monthEndCloseChecksByTenantId[currentTenant.tenantId]?.[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]
+        : undefined;
+    const reconCheckTimeSaved = monthEndChecksForPeriod?.monthEndCloseCheckList.find((check) => check.title === 'Reconciliation')?.progressJson?.timeSavedPercentage;
+    const summaryWithTimeSaved = reconciliationViewState.summary != null
+        ? {
+            ...reconciliationViewState.summary,
+            timeSavedPercentage: reconCheckTimeSaved ??
+                reconciliationViewState.summary.timeSavedPercentage,
+        }
+        : undefined;
     if (accountReconForMonthYearPeriod == null) {
         return {
             bankAccounts: [],
@@ -72,6 +83,7 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
             selectedTab: reconciliationViewState.selectedTab,
             monthYearPeriod: selectedPeriod,
             selectedAccountId: reconciliationViewState.selectedAccountId,
+            statementProcessingFailed: reconciliationViewState.statementProcessingFailed,
             statementUploadChosen: reconciliationViewState.statementUploadChosen,
             accountReconciliationsByAccountID: {},
             reconciliationTabsState: reconciliationViewReducer_1.initialReconciliationTabsState,
@@ -121,6 +133,7 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
             excludeAccountFetchState: reconciliationViewState.actionFetchState.excludeAccountFetch,
             includeAccountFetchState: reconciliationViewState.actionFetchState.includeAccountFetch,
             excludedAccountIDs: reconciliationViewState.excludedAccountIDs,
+            summary: summaryWithTimeSaved,
         };
     }
     const allAccountIDs = accountReconForMonthYearPeriod.accountIDs;
@@ -245,6 +258,8 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
                 .refreshStatus,
             statementDeleteStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
                 .statementDeleteStatus,
+            statementParseStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
+                .statementParseStatus,
             statementUpdateStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
                 .statementUpdateStatus,
             statementUploadStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
@@ -253,6 +268,8 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
                 .localData,
             statementParseInProgress: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
                 .statementParseInProgress,
+            parsedStatementData: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
+                .parsedStatementData,
             transactionFetchState: (0, reduceFetchState_1.reduceAnyFetchState)([
                 accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
                     .transactionFetchState,
@@ -321,6 +338,7 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
                 statementUpdateStatus: { fetchState: 'Not-Started' },
                 statementUploadStatus: { fetchState: 'Not-Started' },
                 statementDeleteStatus: { fetchState: 'Not-Started' },
+                statementParseStatus: { fetchState: 'Not-Started' },
                 localData: {},
                 connectionInProgress: false,
                 statementParseInProgress: false,
@@ -409,6 +427,7 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
         refreshStatus: reconciliationViewState.refreshStatus,
         selectedTab: reconciliationViewState.selectedTab,
         selectedDrawerAccountId: reconciliationViewState.selectedDrawerAccountId,
+        statementProcessingFailed: reconciliationViewState.statementProcessingFailed,
         statementUploadChosen: reconciliationViewState.statementUploadChosen,
         monthYearPeriod: selectedPeriod,
         accountReconciliationBySectionID,
@@ -429,6 +448,7 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
         excludeAccountFetchState: reconciliationViewState.actionFetchState.excludeAccountFetch,
         includeAccountFetchState: reconciliationViewState.actionFetchState.includeAccountFetch,
         excludedAccountIDs: reconciliationViewState.excludedAccountIDs,
+        summary: summaryWithTimeSaved,
     };
 });
 const isAccountReconReport = (reportId) => {