@zeniai/client-epic-state 5.1.34 → 5.1.35-betaAK0

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

@@ -1,6 +1,12 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.createSaveReconciliationPayloadBasedOnActionAndMethod = createSaveReconciliationPayloadBasedOnActionAndMethod;
+exports.isStatementDateConflictResponse = isStatementDateConflictResponse;
+exports.transformStatementDateConflictToState = transformStatementDateConflictToState;
+exports.transformParseStatementPayloadToState = transformParseStatementPayloadToState;
+exports.transformUpdateStatementInfoPayloadToState = transformUpdateStatementInfoPayloadToState;
+exports.transformStatementUpdateStateToPayload = transformStatementUpdateStateToPayload;
+exports.toStatementUpdateRequestBody = toStatementUpdateRequestBody;
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const accountReconPayload_1 = require("../../../entity/accountRecon/accountReconPayload");
 const reconciliationTransactionPayloads_1 = require("../../../entity/transaction/payloadTypes/reconciliationTransactionPayloads");
@@ -70,3 +76,156 @@ function createReviewTransactionPayload(accountReconciliationEntity) {
     });
     return reviewTransactionsPayload;
 }
+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.
+ */
+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 } : {}),
+    };
+}
+function transformParseStatementPayloadToState(payload) {
+    return {
+        statementUpload: transformStatementUploadPayloadToState(payload.statement_upload),
+    };
+}
+function transformUpdateStatementInfoPayloadToState(payload) {
+    return {
+        statementUpload: transformStatementUploadPayloadToState(payload.statement_upload),
+    };
+}
+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. */
+function toStatementUpdateRequestBody(localData) {
+    return transformStatementUpdateStateToPayload(localData);
+}

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, StatementDateConflict, 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 +110,55 @@ 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">, reparseStatement: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    accountId: ID;
+    selectedPeriod: MonthYearPeriod;
+    statementUploadId: ID;
+}, "expenseAutomationReconciliationView/reparseStatement">, reparseStatementSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    accountId: ID;
+    selectedPeriod: MonthYearPeriod;
+}, "expenseAutomationReconciliationView/reparseStatementSuccess">, reparseStatementFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    accountId: ID;
+    error: ZeniAPIStatus;
+    selectedPeriod: MonthYearPeriod;
+}, "expenseAutomationReconciliationView/reparseStatementFailure">, resetReparseStatementStatus: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    accountId: ID;
+    selectedPeriod: MonthYearPeriod;
+}, "expenseAutomationReconciliationView/resetReparseStatementStatus">, 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: ID;
+}, "expenseAutomationReconciliationView/submitStatementUpdate">, submitStatementUpdateSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    accountId: ID;
+    selectedPeriod: MonthYearPeriod;
+}, "expenseAutomationReconciliationView/submitStatementUpdateSuccess">, submitStatementUpdateFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    accountId: ID;
+    error: ZeniAPIStatus;
+    selectedPeriod: MonthYearPeriod;
+    dateConflict?: StatementDateConflict | null;
+}, "expenseAutomationReconciliationView/submitStatementUpdateFailure">, clearStatementDateConflict: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    accountId: ID;
+    selectedPeriod: MonthYearPeriod;
+}, "expenseAutomationReconciliationView/clearStatementDateConflict">, 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 +1,13 @@
 "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 +443,143 @@ 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,
+                };
+                accountRecon.statementParseStatus = {
+                    fetchState: 'Not-Started',
+                    error: undefined,
+                };
+                accountRecon.statementParseInProgress = false;
+            }
+        },
+        reparseStatementSuccess: (draft, action) => {
+            const { accountId, selectedPeriod } = action.payload;
+            draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId].reparseStatementStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+            draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId].statementParseStatus = {
+                fetchState: 'Not-Started',
+                error: undefined,
+            };
+            draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId].statementParseInProgress = false;
+            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;
+            }
+        },
+        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 +685,10 @@ 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 +717,7 @@ 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 +741,7 @@ 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,
@@ -590,16 +749,30 @@ 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
                     ? (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 +786,10 @@ function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliation
         draft.fetchState = 'Completed';
         draft.error = undefined;
     }
+    if (summary !== undefined) {
+        draft.summary =
+            summary != null ? (0, reconciliationViewState_1.toReconciliationViewSummary)(summary) : undefined;
+    }
 }
 function updateReconciliationByAccountID(draft, accounts, selectedPeriod, accountId, reconciliationData, refreshViewInBackground) {
     const oldRecord = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId];
@@ -680,6 +857,9 @@ 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/reducers/transactionsViewReducer.js

@@ -173,8 +173,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                 // Only overwrite when explicitly set; undefined means a non-search fetch
                 // (tab switch, period change) should preserve the existing search string.
                 if (searchString !== undefined) {
-                    draft.transactionCategorizationView[selectedTab].uiState.searchString =
-                        searchString;
+                    draft.transactionCategorizationView[selectedTab].uiState.searchString = searchString;
                 }
                 draft.transactionCategorizationView[selectedTab].error = undefined;
                 const monthYearPeriod = {

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;