@zeniai/client-epic-state 5.1.22 → 5.1.23-betaNB1

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

@@ -1,11 +1,13 @@
 "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.submitStatementUpdate = exports.updateStatementUpdateLocalData = exports.updateParsedStatementData = exports.resetReparseStatementStatus = exports.reparseStatementFailure = exports.reparseStatementSuccess = exports.reparseStatement = 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;
+exports.updateNodeCollapseState = exports.updateStatementUploadChosen = exports.clearStatementDateConflict = exports.submitStatementUpdateFailure = exports.submitStatementUpdateSuccess = 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 +73,7 @@ exports.initialState = {
     refreshStatus: { fetchState: 'Not-Started', error: undefined },
     actionFetchState: exports.initialActionFetchState,
     selectedAccountId: undefined,
+    statementProcessingFailed: false,
     statementUploadChosen: false,
     reconListUIState: {
         nodeCollapseState: {},
@@ -79,6 +82,7 @@ exports.initialState = {
         },
     },
     excludedAccountIDs: [],
+    summary: undefined,
 };
 // Create slice with reducers
 const expenseAutomationReconciliationView = (0, toolkit_1.createSlice)({
@@ -147,7 +151,7 @@ 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 +295,10 @@ 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 +390,22 @@ const expenseAutomationReconciliationView = (0, toolkit_1.createSlice)({
         },
         uploadAccountStatement: (draft, action) => {
             const { accountId, selectedPeriod } = action.payload;
-            draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId].statementUploadStatus = {
-                fetchState: 'In-Progress',
-                error: undefined,
-            };
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]?.reconciliationByAccountID[accountId];
+            if (accountRecon != null) {
+                accountRecon.statementUploadStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+                accountRecon.parsedStatementData = undefined;
+                accountRecon.statementParseStatus = {
+                    fetchState: 'Not-Started',
+                    error: undefined,
+                };
+                accountRecon.reparseStatementStatus = {
+                    fetchState: 'Not-Started',
+                    error: undefined,
+                };
+            }
         },
         uploadAccountStatementSuccess: (draft, action) => {
             const { accountId, selectedPeriod } = action.payload;
@@ -423,6 +443,138 @@ 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];
+            if (accountRecon != null) {
+                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;
+            draft.statementProcessingFailed = 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;
+            draft.statementProcessingFailed = true;
+        },
+        reparseStatement: (draft, action) => {
+            const { accountId, selectedPeriod } = action.payload;
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]?.reconciliationByAccountID[accountId];
+            if (accountRecon != null) {
+                accountRecon.parsedStatementData = undefined;
+                accountRecon.reparseStatementStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            }
+        },
+        reparseStatementSuccess: (draft, action) => {
+            const { accountId, selectedPeriod } = action.payload;
+            draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId].reparseStatementStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+            draft.statementProcessingFailed = false;
+        },
+        reparseStatementFailure: (draft, action) => {
+            const { accountId, selectedPeriod } = action.payload;
+            draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId].reparseStatementStatus = {
+                fetchState: 'Error',
+                error: action.payload.error,
+            };
+            draft.statementProcessingFailed = true;
+        },
+        resetReparseStatementStatus: (draft, action) => {
+            const { accountId, selectedPeriod } = action.payload;
+            draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId].reparseStatementStatus = {
+                fetchState: 'Not-Started',
+                error: undefined,
+            };
+        },
+        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 != null) {
+                if (accountRecon.localData == null) {
+                    accountRecon.localData = {
+                        statementUpdateLocalData,
+                    };
+                }
+                else {
+                    accountRecon.localData.statementUpdateLocalData =
+                        statementUpdateLocalData;
+                }
+            }
+        },
+        submitStatementUpdate: (draft, action) => {
+            const { accountId, selectedPeriod } = action.payload;
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]?.reconciliationByAccountID[accountId];
+            if (accountRecon != null) {
+                accountRecon.statementUpdateStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+                // Clear any stale date conflict from a previous attempt.
+                accountRecon.statementDateConflict = null;
+            }
+        },
+        submitStatementUpdateSuccess: (draft, action) => {
+            const { accountId, selectedPeriod } = action.payload;
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]?.reconciliationByAccountID[accountId];
+            if (accountRecon != null) {
+                accountRecon.statementUpdateStatus = {
+                    fetchState: 'Completed',
+                    error: undefined,
+                };
+                accountRecon.statementDateConflict = null;
+                if (accountRecon.localData != null) {
+                    accountRecon.localData.statementUpdateLocalData = undefined;
+                }
+            }
+        },
+        submitStatementUpdateFailure: (draft, action) => {
+            const { accountId, selectedPeriod, dateConflict } = action.payload;
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]?.reconciliationByAccountID[accountId];
+            if (accountRecon != null) {
+                accountRecon.statementUpdateStatus = {
+                    fetchState: 'Error',
+                    error: action.payload.error,
+                };
+                accountRecon.statementDateConflict = dateConflict ?? null;
+                // Keep the local edits around when the failure is a recoverable date
+                // conflict so the user can re-upload / re-edit without losing changes.
+                if (dateConflict == null && accountRecon.localData != null) {
+                    accountRecon.localData.statementUpdateLocalData = undefined;
+                }
+            }
+        },
+        clearStatementDateConflict: (draft, action) => {
+            const { accountId, selectedPeriod } = action.payload;
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]?.reconciliationByAccountID[accountId];
+            if (accountRecon != null) {
+                accountRecon.statementDateConflict = null;
+            }
+        },
         updateAccountReconciliationLocalData: (draft, action) => {
             const { accountId, selectedPeriod, localData } = action.payload;
             const oldLocalData = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId].localData;
@@ -528,10 +680,10 @@ 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.reparseStatement = _a.reparseStatement, exports.reparseStatementSuccess = _a.reparseStatementSuccess, exports.reparseStatementFailure = _a.reparseStatementFailure, exports.resetReparseStatementStatus = _a.resetReparseStatementStatus, exports.updateParsedStatementData = _a.updateParsedStatementData, exports.updateStatementUpdateLocalData = _a.updateStatementUpdateLocalData, exports.submitStatementUpdate = _a.submitStatementUpdate, exports.submitStatementUpdateSuccess = _a.submitStatementUpdateSuccess, exports.submitStatementUpdateFailure = _a.submitStatementUpdateFailure, exports.clearStatementDateConflict = _a.clearStatementDateConflict, 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 +712,7 @@ 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 +736,7 @@ 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 +746,25 @@ 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: oldRecord?.statementParseStatus ?? {
+                fetchState: 'Not-Started',
+                error: undefined,
+            },
+            reparseStatementStatus: oldRecord?.reparseStatementStatus ?? {
+                fetchState: 'Not-Started',
+                error: undefined,
+            },
+            statementDateConflict: oldRecord?.statementDateConflict ?? null,
             localData: {
+                ...oldRecord?.localData,
                 accountSource: account?.reconciliation_source != null
                     ? (0, accountState_1.toReconciliationAccountSource)(account.reconciliation_source)
-                    : undefined,
+                    : oldRecord?.localData?.accountSource,
             },
             accountDetectionReason: account?.detection_info != null && account.detection_reason != null
                 ? account.detection_reason
                 : undefined,
+            parsedStatementData: oldRecord?.parsedStatementData,
         };
         accountReconciliationRecords.accountIDs.push(reconciliation.account_id);
     });
@@ -613,6 +778,9 @@ 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 +848,9 @@ 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 },
+        reparseStatementStatus: { fetchState: 'Not-Started', error: undefined },
+        statementDateConflict: null,
         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, StatementDateConflict } 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[];
@@ -57,11 +59,15 @@ export interface AccountReconciliationByAccount {
     connectionInProgress: boolean;
     localData: AccountReconciliationLocalData;
     refreshStatus: FetchStateAndError;
+    reparseStatementStatus: FetchStateAndError;
+    statementDateConflict: StatementDateConflict | null;
     statementDeleteStatus: FetchStateAndError;
     statementParseInProgress: boolean;
+    statementParseStatus: FetchStateAndError;
     statementUpdateStatus: FetchStateAndError;
     statementUploadStatus: FetchStateAndError;
     transactionFetchState: FetchStateAndError;
     accountDetectionReason?: string;
+    parsedStatementData?: ParsedStatementData;
     paymentAccountId?: ID;
 }

package/lib/view/expenseAutomationView/selectors/reconciliationViewSelector.d.ts

@@ -1,5 +1,7 @@
+import { ID } from '../../../commonStateTypes/common';
 import { ReportIDPlusForecastID } from '../../../commonStateTypes/viewAndReport/viewAndReport';
 import { RootState } from '../../../reducer';
 import { ExpenseAutomationReconciliationViewSelector } from '../selectorTypes/reconciliationViewSelectorTypes';
 export declare const getExpenseAutomationReconciliationView: (state: RootState) => ExpenseAutomationReconciliationViewSelector;
+export declare const getReparseStatementStatusByAccountId: (state: RootState, accountId: ID) => import("../../../commonStateTypes/common").FetchStateAndError;
 export declare const isAccountReconReport: (reportId: ReportIDPlusForecastID) => boolean;

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

@@ -3,7 +3,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
     return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.isAccountReconReport = exports.getExpenseAutomationReconciliationView = void 0;
+exports.isAccountReconReport = exports.getReparseStatementStatusByAccountId = exports.getExpenseAutomationReconciliationView = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const big_js_1 = __importDefault(require("big.js"));
 const keys_1 = __importDefault(require("lodash/keys"));
@@ -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 reconCheckTimeSavedHours = monthEndChecksForPeriod?.monthEndCloseCheckList?.find((check) => check.id === 'reconciliation')?.progressJson?.timeSavedHours;
+    const summaryWithTimeSaved = reconciliationViewState.summary != null
+        ? {
+            ...reconciliationViewState.summary,
+            timeSavedHours: reconCheckTimeSavedHours ??
+                reconciliationViewState.summary.timeSavedHours,
+        }
+        : 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 +258,12 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
                 .refreshStatus,
             statementDeleteStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
                 .statementDeleteStatus,
+            statementParseStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
+                .statementParseStatus,
+            reparseStatementStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
+                .reparseStatementStatus,
+            statementDateConflict: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
+                .statementDateConflict,
             statementUpdateStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
                 .statementUpdateStatus,
             statementUploadStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
@@ -253,6 +272,8 @@ 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 +342,9 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
                 statementUpdateStatus: { fetchState: 'Not-Started' },
                 statementUploadStatus: { fetchState: 'Not-Started' },
                 statementDeleteStatus: { fetchState: 'Not-Started' },
+                statementParseStatus: { fetchState: 'Not-Started' },
+                reparseStatementStatus: { fetchState: 'Not-Started' },
+                statementDateConflict: null,
                 localData: {},
                 connectionInProgress: false,
                 statementParseInProgress: false,
@@ -409,6 +433,7 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
         refreshStatus: reconciliationViewState.refreshStatus,
         selectedTab: reconciliationViewState.selectedTab,
         selectedDrawerAccountId: reconciliationViewState.selectedDrawerAccountId,
+        statementProcessingFailed: reconciliationViewState.statementProcessingFailed,
         statementUploadChosen: reconciliationViewState.statementUploadChosen,
         monthYearPeriod: selectedPeriod,
         accountReconciliationBySectionID,
@@ -429,8 +454,11 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
         excludeAccountFetchState: reconciliationViewState.actionFetchState.excludeAccountFetch,
         includeAccountFetchState: reconciliationViewState.actionFetchState.includeAccountFetch,
         excludedAccountIDs: reconciliationViewState.excludedAccountIDs,
+        summary: summaryWithTimeSaved,
     };
 });
+const getReparseStatementStatusByAccountId = (state, accountId) => (0, exports.getExpenseAutomationReconciliationView)(state).accountReconciliationsByAccountID[accountId]?.reparseStatementStatus;
+exports.getReparseStatementStatusByAccountId = getReparseStatementStatusByAccountId;
 const isAccountReconReport = (reportId) => {
     return reportId.endsWith('reconciliation');
 };

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

@@ -7,6 +7,130 @@ import { BankStatusCodeType } from '../../../entity/accountRecon/accountReconSta
 import { CustomerBase } from '../../../entity/customer/customerState';
 import { VendorBase } from '../../../entity/vendor/vendorState';
 import { ZeniAPIStatus } from '../../../responsePayload';
+import { ReconciliationSummaryPayload } from '../payload/reconciliationPayload';
+export interface PolygonPoint {
+    x: number;
+    y: number;
+}
+export interface Citation {
+    page: number;
+    pageHeight: number;
+    pageWidth: number;
+    polygon: PolygonPoint[];
+    referenceText: string;
+}
+export interface StatementTransaction {
+    amount: number;
+    citations: Citation[];
+    isUserAdded: boolean;
+    isUserEdited: boolean;
+    statementTransactionId: string;
+    transactionDate: string;
+    transactionDirection: 'debit' | 'credit';
+    transactionMemo: string;
+}
+export interface StatementMeta {
+    closingBalance: number;
+    openingBalance: number;
+    statementDataStatus: {
+        code: string;
+        label: string;
+    };
+    statementEndDate: string;
+    statementStartDate: string;
+    statementStatus: {
+        code: string;
+        label: string;
+    };
+    statementUploadId: string;
+    totalDeposits: number;
+    totalPayments: number;
+}
+export interface AccountInfo {
+    accountId: string;
+    accountName: string;
+    accountType: string;
+    currencyCode: string;
+    last4Digits: string | null;
+}
+export interface FileInfo {
+    fileId: string;
+    fileName: string;
+    signedUrl: string;
+}
+export interface AiSummaryField {
+    code: string;
+    label: string;
+}
+export interface PreviousReconciliationInfo {
+    endDate: string;
+    reconciledAt: string;
+    reconciledByUserId: string;
+    reconciliationId: string;
+    startDate: string;
+}
+export interface AiSummaryChainStatus {
+    code: string;
+    expectedStartDate: string | null;
+    label: string;
+    previousReconciliationInfo: PreviousReconciliationInfo | null;
+}
+/**
+ * Surfaced when Confirm & Save is rejected with a 409 because the statement
+ * period overlaps with / leaves a gap after an already-reconciled period.
+ */
+export interface StatementDateConflict {
+    errorCode: string;
+    expectedStartDate: string | null;
+    previousReconciliationInfo: PreviousReconciliationInfo;
+}
+export interface AiSummary {
+    accountIdentified: string | null;
+    chainStatus: AiSummaryChainStatus;
+    exceptionsDetected: number;
+    fieldsCaptured: AiSummaryField[];
+    transactionsExtracted: number;
+}
+export interface StatementUpload {
+    account: AccountInfo;
+    file: FileInfo | null;
+    statementMeta: StatementMeta;
+    statementTransactions: StatementTransaction[];
+    aiSummary?: AiSummary | null;
+}
+export interface ParsedStatementData {
+    statementUpload: StatementUpload;
+}
+export interface ReconciliationSummaryAccounts {
+    done: number;
+    failed: number;
+    inProgress: number;
+    total: number;
+}
+export interface ReconciliationSummaryAutoMatched {
+    matchedTxns: number;
+    totalTxns: number;
+}
+export interface ReconciliationSummaryNeedsReview {
+    accountCount: number;
+    txnCount: number;
+}
+export interface ReconciliationSummaryProgressBar {
+    aiPercentageShare: number;
+    completePercentage: number;
+    humanPercentageShare: number;
+    remainingPercentage: number;
+}
+export interface ReconciliationViewSummary {
+    accounts: ReconciliationSummaryAccounts;
+    accountsToConnectCount: number;
+    autoMatched: ReconciliationSummaryAutoMatched;
+    needsReview: ReconciliationSummaryNeedsReview;
+    timeSavedHours: number;
+    timeSavedPercentage: number;
+    progressBar?: ReconciliationSummaryProgressBar;
+}
+export declare function toReconciliationViewSummary(payload: ReconciliationSummaryPayload): ReconciliationViewSummary;
 export declare const RECONCILE_ACTIONS: readonly ["reconcile", "save_reconcile_for_later", "exclude"];
 export declare const toReconcileActions: (v: string) => "reconcile" | "save_reconcile_for_later" | "exclude";
 export type ReconcileActionType = ReturnType<typeof toReconcileActions>;
@@ -107,9 +231,11 @@ export interface ReconciliationViewState extends FetchStateAndError {
     reconTabsState: ReconciliationTabsState;
     refreshStatus: FetchStateAndError;
     selectedTab: ReconciliationViewTabType;
+    statementProcessingFailed: boolean;
     statementUploadChosen: boolean;
     selectedAccountId?: ID;
     selectedDrawerAccountId?: ID;
+    summary?: ReconciliationViewSummary;
 }
 export interface BankConnectionStatus {
     connectionInProgress: boolean;
@@ -120,19 +246,65 @@ export interface AccountReconciliationRecords {
     accountIDs: ID[];
     reconciliationByAccountID: Record<ID, AccountReconciliationDataWithTransactionFetchState>;
 }
+export interface StatementTransactionForUpdate {
+    amount: number;
+    transactionDate: string;
+    transactionDirection: 'debit' | 'credit';
+    transactionMemo: string;
+    statementTransactionId?: string;
+}
+export interface StatementTransactionsUpdate {
+    added: StatementTransactionForUpdate[];
+    deletedIds: string[];
+    updated: StatementTransactionForUpdate[];
+}
+export interface StatementUpdateLocalData {
+    statementMeta: StatementMeta;
+    statementTransactions: StatementTransactionsUpdate;
+}
+export interface StatementUpdateLocalDataPayload {
+    statement_meta: {
+        opening_balance: number;
+        statement_end_date: string;
+        statement_start_date: string;
+        total_deposits: number;
+        total_payments: number;
+    };
+    statement_transactions: {
+        added: Array<{
+            amount: number;
+            transaction_date: string;
+            transaction_direction: 'debit' | 'credit';
+            transaction_memo: string;
+        }>;
+        deleted_ids: string[];
+        updated: Array<{
+            amount: number;
+            statement_transaction_id: string;
+            transaction_date: string;
+            transaction_direction: 'debit' | 'credit';
+            transaction_memo: string;
+        }>;
+    };
+}
 export interface AccountReconciliationLocalData {
     accountSource?: ReconciliationAccountSourceType;
+    statementUpdateLocalData?: StatementUpdateLocalData;
 }
 export interface AccountReconciliationDataWithTransactionFetchState {
     accountId: ID;
     localData: AccountReconciliationLocalData;
     refreshStatus: FetchStateAndError;
+    reparseStatementStatus: FetchStateAndError;
+    statementDateConflict: StatementDateConflict | null;
     statementDeleteStatus: FetchStateAndError;
     statementParseInProgress: boolean;
+    statementParseStatus: FetchStateAndError;
     statementUpdateStatus: FetchStateAndError;
     statementUploadStatus: FetchStateAndError;
     transactionFetchState: FetchStateAndError;
     accountDetectionReason?: string;
+    parsedStatementData?: ParsedStatementData;
     reconciliationId?: ID;
 }
 export {};