@zeniai/client-epic-state 5.1.34-betaRD1 → 5.1.35

package/lib/esm/view/expenseAutomationView/epics/accountRecon/updateStatementInfoEpic.js

@@ -0,0 +1,57 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { toMonthYearPeriodId } from '../../../../commonStateTypes/timePeriod';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { isStatementDateConflictResponse, toStatementUpdateRequestBody, transformStatementDateConflictToState, transformUpdateStatementInfoPayloadToState, } from '../../payload/reconciliationPayload';
+import { submitStatementUpdate, submitStatementUpdateFailure, submitStatementUpdateSuccess, updateParsedStatementData, } from '../../reducers/reconciliationViewReducer';
+export const updateStatementInfoEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(submitStatementUpdate.match), switchMap((action) => {
+    const { accountId, selectedPeriod, statementUploadId } = action.payload;
+    const state = state$.value;
+    const reconciliationView = state.expenseAutomationReconciliationViewState;
+    const accountRecon = reconciliationView.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
+    const localData = accountRecon?.localData?.statementUpdateLocalData;
+    if (!localData) {
+        return of(submitStatementUpdateFailure({
+            accountId,
+            selectedPeriod,
+            error: createZeniAPIStatus('Missing Data', 'No statement update data found'),
+        }));
+    }
+    const hasInvalidUpdates = localData.statementTransactions.updated.some((txn) => txn.statementTransactionId == null);
+    if (hasInvalidUpdates) {
+        return of(submitStatementUpdateFailure({
+            accountId,
+            selectedPeriod,
+            error: createZeniAPIStatus('Invalid Data', 'One or more edited transactions are missing statement transaction ids'),
+        }));
+    }
+    const body = toStatementUpdateRequestBody(localData);
+    const updateStatementApi$ = zeniAPI.putAndGetJSON(`${zeniAPI.apiEndPoints.reconciliationMicroServiceBaseUrl}/2.0/statement-uploads/${statementUploadId}`, body);
+    return updateStatementApi$.pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) === true && response.data != null) {
+            const parsedStatementData = transformUpdateStatementInfoPayloadToState(response.data);
+            return of(updateParsedStatementData({
+                accountId,
+                selectedPeriod,
+                parsedStatementData,
+            }), submitStatementUpdateSuccess({
+                accountId,
+                selectedPeriod,
+            }));
+        }
+        const dateConflict = isStatementDateConflictResponse(response)
+            ? transformStatementDateConflictToState(response)
+            : null;
+        return of(submitStatementUpdateFailure({
+            accountId,
+            selectedPeriod,
+            error: response.status,
+            dateConflict,
+        }));
+    }), catchError((error) => of(submitStatementUpdateFailure({
+        accountId,
+        selectedPeriod,
+        error: createZeniAPIStatus('Unexpected Error', 'Update Statement REST API call errored out ' +
+            (error instanceof Error ? error.message : String(error))),
+    }))));
+}));

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

@@ -67,3 +67,156 @@ function createReviewTransactionPayload(accountReconciliationEntity) {
     });
     return reviewTransactionsPayload;
 }
+export function isStatementDateConflictResponse(response) {
+    return response.status.code === 409 && response.error_code != null;
+}
+function transformStatementUploadPayloadToState(statementUploadPayload) {
+    return {
+        account: {
+            accountId: statementUploadPayload.account.account_id,
+            accountName: statementUploadPayload.account.account_name,
+            accountType: statementUploadPayload.account.account_type,
+            currencyCode: statementUploadPayload.account.currency_code,
+            last4Digits: statementUploadPayload.account.last_4_digits,
+        },
+        file: statementUploadPayload.file != null
+            ? {
+                fileId: statementUploadPayload.file.file_id,
+                fileName: statementUploadPayload.file.file_name,
+                signedUrl: statementUploadPayload.file.signed_url,
+            }
+            : null,
+        statementMeta: {
+            closingBalance: statementUploadPayload.statement_meta.closing_balance,
+            openingBalance: statementUploadPayload.statement_meta.opening_balance,
+            statementDataStatus: statementUploadPayload.statement_meta.statement_data_status,
+            statementEndDate: statementUploadPayload.statement_meta.statement_end_date,
+            statementStartDate: statementUploadPayload.statement_meta.statement_start_date,
+            statementStatus: statementUploadPayload.statement_meta.statement_status,
+            statementUploadId: statementUploadPayload.statement_meta.statement_upload_id,
+            totalDeposits: statementUploadPayload.statement_meta.total_deposits,
+            totalPayments: statementUploadPayload.statement_meta.total_payments,
+        },
+        statementTransactions: (statementUploadPayload.statement_transactions ?? []).map((txn) => ({
+            amount: txn.amount,
+            citations: (txn.citation ?? []).map((c) => ({
+                page: c.page,
+                pageHeight: c.page_height,
+                pageWidth: c.page_width,
+                polygon: (c.polygon ?? []).map((point) => ({
+                    x: point.x,
+                    y: point.y,
+                })),
+                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,
+        })),
+        aiSummary: transformAiSummaryPayloadToState(statementUploadPayload.ai_summary),
+    };
+}
+function transformPreviousReconciliationInfoToState(payload) {
+    if (payload == null) {
+        return null;
+    }
+    return {
+        endDate: payload.end_date,
+        reconciledAt: payload.reconciled_at,
+        reconciledByUserId: payload.reconciled_by_user_id,
+        reconciliationId: payload.reconciliation_id,
+        startDate: payload.start_date,
+    };
+}
+function transformAiSummaryPayloadToState(aiSummaryPayload) {
+    if (aiSummaryPayload == null) {
+        return null;
+    }
+    const { chain_status: chainStatus } = aiSummaryPayload;
+    return {
+        accountIdentified: aiSummaryPayload.account_identified,
+        transactionsExtracted: aiSummaryPayload.transactions_extracted,
+        exceptionsDetected: aiSummaryPayload.exceptions_detected,
+        fieldsCaptured: (aiSummaryPayload.fields_captured ?? []).map((field) => ({
+            code: field.code,
+            label: field.label,
+        })),
+        chainStatus: {
+            code: chainStatus?.code ?? '',
+            label: chainStatus?.label ?? '',
+            expectedStartDate: chainStatus?.expected_start_date ?? null,
+            previousReconciliationInfo: transformPreviousReconciliationInfoToState(chainStatus?.previous_reconciliation_info),
+        },
+    };
+}
+/**
+ * Builds date-conflict state from a 409 Confirm & Save response.
+ * Returns null for non-409 responses or 409s without a recognized error code.
+ */
+export function transformStatementDateConflictToState(response) {
+    if (isStatementDateConflictResponse(response) === false) {
+        return null;
+    }
+    const previousReconciliationInfo = transformPreviousReconciliationInfoToState(response.previous_reconciliation_info);
+    if (response.error_code === 'STATEMENT_RANGE_ALREADY_RECONCILED' &&
+        previousReconciliationInfo == null) {
+        return null;
+    }
+    if (response.error_code === 'STATEMENT_RANGE_HAS_GAP' &&
+        response.expected_start_date == null &&
+        previousReconciliationInfo == null) {
+        return null;
+    }
+    return {
+        errorCode: response.error_code,
+        expectedStartDate: response.expected_start_date ?? null,
+        ...(previousReconciliationInfo != null ? { previousReconciliationInfo } : {}),
+    };
+}
+export function transformParseStatementPayloadToState(payload) {
+    return {
+        statementUpload: transformStatementUploadPayloadToState(payload.statement_upload),
+    };
+}
+export function transformUpdateStatementInfoPayloadToState(payload) {
+    return {
+        statementUpload: transformStatementUploadPayloadToState(payload.statement_upload),
+    };
+}
+export 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,
+            })),
+        },
+    };
+}
+/** API request body for PUT statement-uploads; cast lives here for putAndGetJSON. */
+export function toStatementUpdateRequestBody(localData) {
+    return transformStatementUpdateStateToPayload(localData);
+}

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

@@ -2,6 +2,7 @@ import { createSlice } from '@reduxjs/toolkit';
 import { toMonthYearPeriodId, } from '../../../commonStateTypes/timePeriod';
 import { toReconciliationAccountSource } from '../../../entity/account/accountState';
 import { toBankStatusCodeType } from '../../../entity/accountRecon/accountReconState';
+import { toReconciliationViewSummary, } from '../types/reconciliationViewState';
 // Initial state
 export const initialReconciliationTabsState = {
     balances: {
@@ -67,6 +68,7 @@ export const initialState = {
     refreshStatus: { fetchState: 'Not-Started', error: undefined },
     actionFetchState: initialActionFetchState,
     selectedAccountId: undefined,
+    statementProcessingFailed: false,
     statementUploadChosen: false,
     reconListUIState: {
         nodeCollapseState: {},
@@ -75,6 +77,7 @@ export const initialState = {
         },
     },
     excludedAccountIDs: [],
+    summary: undefined,
 };
 // Create slice with reducers
 const expenseAutomationReconciliationView = createSlice({
@@ -143,7 +146,7 @@ const expenseAutomationReconciliationView = 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) {
@@ -287,6 +290,10 @@ const expenseAutomationReconciliationView = 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;
@@ -378,10 +385,22 @@ const expenseAutomationReconciliationView = createSlice({
         },
         uploadAccountStatement: (draft, action) => {
             const { accountId, selectedPeriod } = action.payload;
-            draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].statementUploadStatus = {
-                fetchState: 'In-Progress',
-                error: undefined,
-            };
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[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;
@@ -419,6 +438,143 @@ const expenseAutomationReconciliationView = createSlice({
                 error: action.payload.error,
             };
         },
+        parseStatement: (draft, action) => {
+            const { accountId, selectedPeriod } = action.payload;
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[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[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].statementParseStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+            draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].statementParseInProgress = false;
+            draft.statementProcessingFailed = false;
+        },
+        parseStatementFailure: (draft, action) => {
+            const { accountId, selectedPeriod } = action.payload;
+            draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].statementParseStatus = {
+                fetchState: 'Error',
+                error: action.payload.error,
+            };
+            draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].statementParseInProgress = false;
+            draft.statementProcessingFailed = true;
+        },
+        reparseStatement: (draft, action) => {
+            const { accountId, selectedPeriod } = action.payload;
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
+            if (accountRecon != null) {
+                accountRecon.parsedStatementData = undefined;
+                accountRecon.reparseStatementStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+                accountRecon.statementParseStatus = {
+                    fetchState: 'Not-Started',
+                    error: undefined,
+                };
+                accountRecon.statementParseInProgress = false;
+            }
+        },
+        reparseStatementSuccess: (draft, action) => {
+            const { accountId, selectedPeriod } = action.payload;
+            draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].reparseStatementStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+            draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].statementParseStatus = {
+                fetchState: 'Not-Started',
+                error: undefined,
+            };
+            draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].statementParseInProgress = false;
+            draft.statementProcessingFailed = false;
+        },
+        reparseStatementFailure: (draft, action) => {
+            const { accountId, selectedPeriod } = action.payload;
+            draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].reparseStatementStatus = {
+                fetchState: 'Error',
+                error: action.payload.error,
+            };
+            draft.statementProcessingFailed = true;
+        },
+        resetReparseStatementStatus: (draft, action) => {
+            const { accountId, selectedPeriod } = action.payload;
+            draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].reparseStatementStatus = {
+                fetchState: 'Not-Started',
+                error: undefined,
+            };
+        },
+        updateParsedStatementData: (draft, action) => {
+            const { accountId, selectedPeriod, parsedStatementData } = action.payload;
+            draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].parsedStatementData =
+                parsedStatementData;
+        },
+        updateStatementUpdateLocalData: (draft, action) => {
+            const { accountId, selectedPeriod, statementUpdateLocalData } = action.payload;
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[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[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[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[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
+            if (accountRecon != null) {
+                accountRecon.statementUpdateStatus = {
+                    fetchState: 'Error',
+                    error: action.payload.error,
+                };
+                accountRecon.statementDateConflict = dateConflict ?? null;
+            }
+        },
+        clearStatementDateConflict: (draft, action) => {
+            const { accountId, selectedPeriod } = action.payload;
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
+            if (accountRecon != null) {
+                accountRecon.statementDateConflict = null;
+            }
+        },
         updateAccountReconciliationLocalData: (draft, action) => {
             const { accountId, selectedPeriod, localData } = action.payload;
             const oldLocalData = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].localData;
@@ -524,10 +680,10 @@ const expenseAutomationReconciliationView = createSlice({
     },
 });
 // Export actions
-export const { fetchReconciliation, fetchReconciliationFailure, fetchReconciliationSuccess, saveReconciliationDetail, saveReconciliationDetailFailure, updateSelectedAccountId, setConnectionInProgressForAccount, setStatementParseInProgress, updateReconcileTabLocalData, updateReconcileTabListSortState, updateReconcileTabListScrollState, saveReconciliationDetailSuccess, updateSelectedTab, updateBalancesLocalData, initialiseLocalDataForSelectedAccountId, clearExpenseAutomationReconciliationView, updateSelectedDrawerAccountId, updateReviewTabSortState, initializeReconciliationReviewTabLocalData, updateReviewTabLocalData, saveReconciliationReview, updateSaveReconciliationReviewFetchStatus, updateReconListScrollPosition, updateAccountReconciliationLocalData, deleteAccountStatement, deleteAccountStatementSuccess, deleteAccountStatementFailure, excludeAccountFromReconciliation, excludeAccountFromReconciliationSuccess, excludeAccountFromReconciliationFailure, includeAccountInReconciliation, includeAccountInReconciliationSuccess, includeAccountInReconciliationFailure, uploadAccountStatement, uploadAccountStatementSuccess, uploadAccountStatementFailure, updateStatementUploadChosen, updateNodeCollapseState, } = expenseAutomationReconciliationView.actions;
+export const { fetchReconciliation, fetchReconciliationFailure, fetchReconciliationSuccess, saveReconciliationDetail, saveReconciliationDetailFailure, updateSelectedAccountId, setConnectionInProgressForAccount, setStatementParseInProgress, updateReconcileTabLocalData, updateReconcileTabListSortState, updateReconcileTabListScrollState, saveReconciliationDetailSuccess, updateSelectedTab, updateBalancesLocalData, initialiseLocalDataForSelectedAccountId, clearExpenseAutomationReconciliationView, updateSelectedDrawerAccountId, updateStatementProcessingFailed, updateReviewTabSortState, initializeReconciliationReviewTabLocalData, updateReviewTabLocalData, saveReconciliationReview, updateSaveReconciliationReviewFetchStatus, updateReconListScrollPosition, updateAccountReconciliationLocalData, deleteAccountStatement, deleteAccountStatementSuccess, deleteAccountStatementFailure, excludeAccountFromReconciliation, excludeAccountFromReconciliationSuccess, excludeAccountFromReconciliationFailure, includeAccountInReconciliation, includeAccountInReconciliationSuccess, includeAccountInReconciliationFailure, uploadAccountStatement, uploadAccountStatementSuccess, uploadAccountStatementFailure, parseStatement, parseStatementSuccess, parseStatementFailure, reparseStatement, reparseStatementSuccess, reparseStatementFailure, resetReparseStatementStatus, updateParsedStatementData, updateStatementUpdateLocalData, submitStatementUpdate, submitStatementUpdateSuccess, submitStatementUpdateFailure, clearStatementDateConflict, updateStatementUploadChosen, updateNodeCollapseState, } = expenseAutomationReconciliationView.actions;
 // Export reducer
 export 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) => {
@@ -556,6 +712,7 @@ function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliation
                 : undefined,
         };
     });
+    const oldReconciliationByAccountID = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID ?? {};
     draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)] = {
         accountIDs: [],
         reconciliationByAccountID: {},
@@ -579,6 +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,
@@ -586,16 +744,30 @@ function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliation
             refreshStatus: { fetchState: 'Not-Started', error: undefined },
             statementDeleteStatus: { fetchState: 'Not-Started', error: undefined },
             statementUploadStatus: { fetchState: 'Not-Started', error: undefined },
-            statementUpdateStatus: { fetchState: 'Not-Started', error: undefined },
+            statementUpdateStatus: oldRecord?.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
                     ? 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);
     });
@@ -609,6 +781,10 @@ function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliation
         draft.fetchState = 'Completed';
         draft.error = undefined;
     }
+    if (summary !== undefined) {
+        draft.summary =
+            summary != null ? toReconciliationViewSummary(summary) : undefined;
+    }
 }
 function updateReconciliationByAccountID(draft, accounts, selectedPeriod, accountId, reconciliationData, refreshViewInBackground) {
     const oldRecord = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId];
@@ -676,6 +852,9 @@ 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/esm/view/expenseAutomationView/selectors/reconciliationViewSelector.js

@@ -43,6 +43,17 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
             error: undefined,
         })
         : { fetchState: 'Not-Started', error: undefined };
+    const monthEndChecksForPeriod = selectedPeriod != null
+        ? monthEndCloseChecksState.monthEndCloseChecksByTenantId[currentTenant.tenantId]?.[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: [],
@@ -66,6 +77,7 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
             selectedTab: reconciliationViewState.selectedTab,
             monthYearPeriod: selectedPeriod,
             selectedAccountId: reconciliationViewState.selectedAccountId,
+            statementProcessingFailed: reconciliationViewState.statementProcessingFailed,
             statementUploadChosen: reconciliationViewState.statementUploadChosen,
             accountReconciliationsByAccountID: {},
             reconciliationTabsState: initialReconciliationTabsState,
@@ -115,6 +127,7 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
             excludeAccountFetchState: reconciliationViewState.actionFetchState.excludeAccountFetch,
             includeAccountFetchState: reconciliationViewState.actionFetchState.includeAccountFetch,
             excludedAccountIDs: reconciliationViewState.excludedAccountIDs,
+            summary: summaryWithTimeSaved,
         };
     }
     const allAccountIDs = accountReconForMonthYearPeriod.accountIDs;
@@ -239,6 +252,12 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
                 .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]
@@ -247,6 +266,8 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
                 .localData,
             statementParseInProgress: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
                 .statementParseInProgress,
+            parsedStatementData: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
+                .parsedStatementData,
             transactionFetchState: reduceAnyFetchState([
                 accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
                     .transactionFetchState,
@@ -315,6 +336,9 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
                 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,
@@ -403,6 +427,7 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
         refreshStatus: reconciliationViewState.refreshStatus,
         selectedTab: reconciliationViewState.selectedTab,
         selectedDrawerAccountId: reconciliationViewState.selectedDrawerAccountId,
+        statementProcessingFailed: reconciliationViewState.statementProcessingFailed,
         statementUploadChosen: reconciliationViewState.statementUploadChosen,
         monthYearPeriod: selectedPeriod,
         accountReconciliationBySectionID,
@@ -423,8 +448,10 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
         excludeAccountFetchState: reconciliationViewState.actionFetchState.excludeAccountFetch,
         includeAccountFetchState: reconciliationViewState.actionFetchState.includeAccountFetch,
         excludedAccountIDs: reconciliationViewState.excludedAccountIDs,
+        summary: summaryWithTimeSaved,
     };
 });
+export const getReparseStatementStatusByAccountId = (state, accountId) => getExpenseAutomationReconciliationView(state).accountReconciliationsByAccountID[accountId]?.reparseStatementStatus;
 export const isAccountReconReport = (reportId) => {
     return reportId.endsWith('reconciliation');
 };

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

@@ -1,4 +1,33 @@
 import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
+export function toReconciliationViewSummary(payload) {
+    return {
+        accounts: {
+            done: payload.accounts.done,
+            failed: payload.accounts.failed,
+            inProgress: payload.accounts.in_progress,
+            total: payload.accounts.total,
+        },
+        accountsToConnectCount: payload.accounts_to_connect_count,
+        autoMatched: {
+            matchedTxns: payload.auto_matched.matched_txns,
+            totalTxns: payload.auto_matched.total_txns,
+        },
+        needsReview: {
+            accountCount: payload.needs_review.account_count,
+            txnCount: payload.needs_review.txn_count,
+        },
+        timeSavedHours: 0,
+        timeSavedPercentage: payload.time_saved_percentage,
+        progressBar: payload.progress_bar != null
+            ? {
+                aiPercentageShare: payload.progress_bar.ai_percentage_share,
+                completePercentage: payload.progress_bar.complete_percentage,
+                humanPercentageShare: payload.progress_bar.human_percentage_share,
+                remainingPercentage: payload.progress_bar.remaining_percentage,
+            }
+            : undefined,
+    };
+}
 export const RECONCILE_ACTIONS = [
     'reconcile',
     'save_reconcile_for_later',