@zeniai/client-epic-state 5.1.37 → 5.1.38

package/lib/entity/snackbar/snackbarTypes.d.ts

@@ -1,4 +1,4 @@
-export declare const toSnackbarMessageSection: (v: string) => "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_approval_reorder" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_approval_reorder" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "card_policy_created" | "card_policy_updated" | "card_policy_deleted" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "capitalization_threshold_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron";
+export declare const toSnackbarMessageSection: (v: string) => "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_approval_reorder" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_approval_reorder" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "card_policy_created" | "card_policy_updated" | "card_policy_deleted" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "capitalization_threshold_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "statement_parsing_in_progress" | "statement_parsing_complete" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron";
 export type SnackbarMessageSections = ReturnType<typeof toSnackbarMessageSection>;
 export declare const toSnackbarMessageSectionTexts: (v: string) => "notification" | "failed" | "success";
 export type SnackbarMessageSectionTexts = ReturnType<typeof toSnackbarMessageSectionTexts>;

package/lib/entity/snackbar/snackbarTypes.js

@@ -216,6 +216,8 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'capitalization_threshold_update',
     'account_excluded_from_reconciliation',
     'account_included_in_reconciliation',
+    'statement_parsing_in_progress',
+    'statement_parsing_complete',
     'ai_accountant_trigger_job',
     'oauth_consent_approve',
     'oauth_consent_invalid_request',

package/lib/esm/entity/snackbar/snackbarTypes.js

@@ -213,6 +213,8 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'capitalization_threshold_update',
     'account_excluded_from_reconciliation',
     'account_included_in_reconciliation',
+    'statement_parsing_in_progress',
+    'statement_parsing_complete',
     'ai_accountant_trigger_job',
     'oauth_consent_approve',
     'oauth_consent_invalid_request',

package/lib/esm/index.js

@@ -173,10 +173,11 @@ import { MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLine
 import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFluxAnalysisView, updateFluxAnalysisViewPageMetaData, updateFluxAnalysisViewUIState, updateOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview, } from './view/expenseAutomationView/reducers/fluxAnalysisViewReducer';
 import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryJeSchedule as retryExpenseAutomationJESchedule, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, updateJESchedulesUIState as updateExpenseAutomationJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
 import { acknowledgeBulkUploadConfirmMatchComplete, bulkUploadAutomatchingTimedOut, bulkUploadReceipts, bulkUploadReceiptsFailure, bulkUploadReceiptsSuccess, clearBulkUpload, clearBulkUploadBatchDetailsForScopeChange, clearManualSearchResults, clearMissingReceiptsTabNavigation, confirmBulkUploadMatch, confirmBulkUploadMatchFailure, confirmBulkUploadMatchSuccess, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsFailure, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, fetchBulkUploadBatchesFailure, fetchBulkUploadBatchesSuccess, fetchCompletedTransactions, fetchCompletedTransactionsFailure, fetchCompletedTransactionsSuccess, fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, markBatchDetailRefreshAttempted, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, pusherBatchStatusUpdate, refreshBatchDetailsForBatchId, requestMissingReceiptsTabNavigation, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, searchTransactionsForManualMatch, searchTransactionsForManualMatchFailure, searchTransactionsForManualMatchSuccess, setBulkUploadCompletedSubTab, setBulkUploadResultsTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, storeBatchDetails, updateBulkUploadProgress, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess, } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
-import { clearStatementDateConflict, deleteAccountStatement, excludeAccountFromReconciliation, fetchReconciliation as fetchReconciliationView, includeAccountInReconciliation, parseStatement, parseStatementFailure, parseStatementSuccess, reparseStatement, reparseStatementFailure, reparseStatementSuccess, resetReparseStatementStatus, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, submitStatementUpdate, updateAccountReconciliationLocalData as updateExpenseAutomationAccountReconciliationLocalData, updateSelectedAccountId as updateExpenseAutomationAccountReconciliationSelectedAccountId, updateSelectedTab as updateExpenseAutomationAccountReconciliationSelectedTab, updateReconListScrollPosition as updateExpenseAutomationReconListScrollPosition, updateReviewTabSortState as updateExpenseAutomationReconReviewTabListSortState, updateReviewTabLocalData as updateExpenseAutomationReconReviewTabLocalData, updateReconcileTabListScrollState as updateExpenseAutomationReconcileTabListScrollState, updateReconcileTabListSortState as updateExpenseAutomationReconcileTabListSortState, updateReconcileTabLocalData as updateExpenseAutomationReconcileTabLocalData, updateSelectedDrawerAccountId as updateExpenseAutomationSelectedDrawerAccountId, updateNodeCollapseState, updateParsedStatementData, updateStatementProcessingFailed, updateStatementUpdateLocalData, updateStatementUploadChosen, uploadAccountStatement, } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
+import { clearStatementDateConflict, deleteAccountStatement, excludeAccountFromReconciliation, fetchReconciliation as fetchReconciliationView, includeAccountInReconciliation, parseStatement, parseStatementFailure, parseStatementSuccess, reparseStatement, reparseStatementFailure, reparseStatementSuccess, resetReparseStatementStatus, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, setStatementProcessingDismissedToBackground, submitStatementUpdate, updateAccountReconciliationLocalData as updateExpenseAutomationAccountReconciliationLocalData, updateSelectedAccountId as updateExpenseAutomationAccountReconciliationSelectedAccountId, updateSelectedTab as updateExpenseAutomationAccountReconciliationSelectedTab, updateReconListScrollPosition as updateExpenseAutomationReconListScrollPosition, updateReviewTabSortState as updateExpenseAutomationReconReviewTabListSortState, updateReviewTabLocalData as updateExpenseAutomationReconReviewTabLocalData, updateReconcileTabListScrollState as updateExpenseAutomationReconcileTabListScrollState, updateReconcileTabListSortState as updateExpenseAutomationReconcileTabListSortState, updateReconcileTabLocalData as updateExpenseAutomationReconcileTabLocalData, updateSelectedDrawerAccountId as updateExpenseAutomationSelectedDrawerAccountId, updateNodeCollapseState, updateParsedStatementData, updateStatementProcessingBackgroundCompletedSteps, updateStatementProcessingFailed, updateStatementUpdateLocalData, updateStatementUploadChosen, uploadAccountStatement, } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
 import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markCategoryClassRecommendationsFailureForCategorization, markTransactionAsNotMiscategorized, removeTransactionFromAllTabs, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, updateTransactionFilters, uploadTransactionCategorizationReceiptSuccess, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
 import { getExpenseAutomationFluxAnalysisView } from './view/expenseAutomationView/selectors/fluxAnalysisViewSelector';
 import { getExpenseAutomationReconciliationView, getReparseStatementStatusByAccountId, isAccountReconReport, } from './view/expenseAutomationView/selectors/reconciliationViewSelector';
+import { applyStatementParseFormChange, areStatementParseBalancesConsistent, getStatementParseFormView, } from './view/expenseAutomationView/selectors/statementParseViewSelector';
 import { getExpenseAutomationTransactionView, getLastTransferEntryReplacement, } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
 import { TRANSACTION_FILTER_CATEGORIES, applyTransactionFilters, } from './view/expenseAutomationView/transactionFilterHelpers';
 import { DEFAULT_COMPLETED_SUB_TAB, toCompletedSubTab, } from './view/expenseAutomationView/types/completedSubTab';
@@ -461,7 +462,7 @@ export {
 // Bulk Upload Types
 BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, DEFAULT_COMPLETED_SUB_TAB, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, toExpenseAutomationJEScheduleMainTab, toExpenseAutomationJEScheduleSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, fetchExpenseAutomationMissingReceipts, 
 // Bulk Upload Actions
-bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, clearBulkUploadBatchDetailsForScopeChange, markBatchDetailRefreshAttempted, refreshBatchDetailsForBatchId, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, getExpenseAutomationFluxAnalysisView, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, getLastTransferEntryReplacement, updateFluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, getExpenseAutomationReconciliationView, getReparseStatementStatusByAccountId, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, getAccountReconByAccountIdAndSelectedPeriod, toReconciliationTabsType, isAccountReconReport, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, updateStatementProcessingFailed, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, toReconciliationAccountSource, deleteAccountStatement, uploadAccountStatement, parseStatement, parseStatementSuccess, parseStatementFailure, reparseStatement, reparseStatementSuccess, reparseStatementFailure, resetReparseStatementStatus, updateParsedStatementData, updateNodeCollapseState, updateStatementUploadChosen, submitStatementUpdate, clearStatementDateConflict, updateStatementUpdateLocalData, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, };
+bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, clearBulkUploadBatchDetailsForScopeChange, markBatchDetailRefreshAttempted, refreshBatchDetailsForBatchId, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, getExpenseAutomationFluxAnalysisView, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, getLastTransferEntryReplacement, updateFluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, getExpenseAutomationReconciliationView, getReparseStatementStatusByAccountId, applyStatementParseFormChange, areStatementParseBalancesConsistent, getStatementParseFormView, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, getAccountReconByAccountIdAndSelectedPeriod, toReconciliationTabsType, isAccountReconReport, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, updateStatementProcessingFailed, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, toReconciliationAccountSource, deleteAccountStatement, uploadAccountStatement, parseStatement, parseStatementSuccess, parseStatementFailure, reparseStatement, reparseStatementSuccess, reparseStatementFailure, resetReparseStatementStatus, updateParsedStatementData, updateNodeCollapseState, updateStatementUploadChosen, submitStatementUpdate, clearStatementDateConflict, updateStatementUpdateLocalData, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, setStatementProcessingDismissedToBackground, updateStatementProcessingBackgroundCompletedSteps, };
 export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateTransactionFilters, updateSelectedCheckboxTransactionIds, markCategoryClassRecommendationsFailureForCategorization, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, resetCreateTransferEntryStatus, clearTransferEntryRouteReplacement, fetchAccountsForTransferFlow, removeTransactionFromAllTabs, clearExpenseAutomationTransactionsView, toTransactionsSortKey, };
 export { TOP_EX_TIME_PERIODS };
 export { toTimeframeTick, mapTimePeriodtoTimeframeTick, toTimePeriod, toAbsoluteDay, toMonthYearPeriodId, convertToPeriod, };

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

@@ -2,7 +2,8 @@ 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 { mapStatementUpdateLocalDataToRequestBody } from '../../helpers/mapStatementUpdateLocalDataToRequestBody';
+import { isStatementDateConflictResponse, transformStatementDateConflictToState, transformUpdateStatementInfoPayloadToState, } from '../../payload/reconciliationPayload';
 import { submitStatementUpdate, submitStatementUpdateFailure, submitStatementUpdateSuccess, updateParsedStatementData, } from '../../reducers/reconciliationViewReducer';
 export const updateStatementInfoEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(submitStatementUpdate.match), switchMap((action) => {
     const { accountId, selectedPeriod, statementUploadId } = action.payload;
@@ -10,7 +11,8 @@ export const updateStatementInfoEpic = (actions$, state$, zeniAPI) => actions$.p
     const reconciliationView = state.expenseAutomationReconciliationViewState;
     const accountRecon = reconciliationView.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
     const localData = accountRecon?.localData?.statementUpdateLocalData;
-    if (!localData) {
+    const parsedStatementData = accountRecon?.parsedStatementData;
+    if (localData == null || parsedStatementData == null) {
         return of(submitStatementUpdateFailure({
             accountId,
             selectedPeriod,
@@ -25,7 +27,7 @@ export const updateStatementInfoEpic = (actions$, state$, zeniAPI) => actions$.p
             error: createZeniAPIStatus('Invalid Data', 'One or more edited transactions are missing statement transaction ids'),
         }));
     }
-    const body = toStatementUpdateRequestBody(localData);
+    const body = mapStatementUpdateLocalDataToRequestBody(localData, parsedStatementData);
     const updateStatementApi$ = zeniAPI.putAndGetJSON(`${zeniAPI.apiEndPoints.reconciliationMicroServiceBaseUrl}/2.0/statement-uploads/${statementUploadId}`, body);
     return updateStatementApi$.pipe(mergeMap((response) => {
         if (isSuccessResponse(response) === true && response.data != null) {

package/lib/esm/view/expenseAutomationView/helpers/mapStatementUpdateLocalDataToRequestBody.js

@@ -0,0 +1,32 @@
+import { toStatementUpdateRequestBody } from '../payload/reconciliationPayload';
+import { getEffectiveStatementPeriod, mergeStatementParseDeletedTransactionIds, } from '../selectors/statementParseViewSelector';
+const prepareStatementUpdateLocalData = (localData, parsedStatementData) => {
+    const { statementMeta, statementTransactions } = parsedStatementData.statementUpload;
+    const statementPeriod = getEffectiveStatementPeriod(statementMeta, localData.statementMeta);
+    const localDeletedIds = localData.statementTransactions?.deletedIds ?? [];
+    const currentTransactionIds = new Set(statementTransactions
+        .filter((transaction) => transaction.statementTransactionId !== '' &&
+        !localDeletedIds.includes(transaction.statementTransactionId))
+        .map((transaction) => transaction.statementTransactionId));
+    const mergedDeletedIds = mergeStatementParseDeletedTransactionIds(statementTransactions, statementPeriod, currentTransactionIds);
+    const deletedIds = [
+        ...new Set([...localDeletedIds, ...mergedDeletedIds]),
+    ];
+    const localUpdated = localData.statementTransactions?.updated ?? [];
+    if (deletedIds.length === localDeletedIds.length &&
+        deletedIds.every((id) => localDeletedIds.includes(id))) {
+        return localData;
+    }
+    const deletedIdSet = new Set(deletedIds);
+    return {
+        ...localData,
+        statementTransactions: {
+            ...localData.statementTransactions,
+            deletedIds,
+            added: localData.statementTransactions?.added ?? [],
+            updated: localUpdated.filter((transaction) => transaction.statementTransactionId != null &&
+                !deletedIdSet.has(transaction.statementTransactionId)),
+        },
+    };
+};
+export const mapStatementUpdateLocalDataToRequestBody = (localData, parsedStatementData) => toStatementUpdateRequestBody(prepareStatementUpdateLocalData(localData, parsedStatementData));

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

@@ -190,6 +190,7 @@ export function transformStatementUpdateStateToPayload(localData) {
     const { statementMeta, statementTransactions } = localData;
     return {
         statement_meta: {
+            closing_balance: statementMeta.closingBalance,
             opening_balance: statementMeta.openingBalance,
             statement_end_date: statementMeta.statementEndDate,
             statement_start_date: statementMeta.statementStartDate,

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

@@ -68,7 +68,6 @@ export const initialState = {
     refreshStatus: { fetchState: 'Not-Started', error: undefined },
     actionFetchState: initialActionFetchState,
     selectedAccountId: undefined,
-    statementProcessingFailed: false,
     statementUploadChosen: false,
     reconListUIState: {
         nodeCollapseState: {},
@@ -291,8 +290,19 @@ const expenseAutomationReconciliationView = createSlice({
             draft.selectedDrawerAccountId = action.payload.selectedDrawerAccountId;
         },
         updateStatementProcessingFailed: (draft, action) => {
-            draft.statementProcessingFailed =
-                action.payload.statementProcessingFailed;
+            const { accountId, selectedPeriod, statementProcessingFailed } = action.payload;
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
+            if (accountRecon == null) {
+                return;
+            }
+            accountRecon.statementProcessingFailed = statementProcessingFailed;
+            if (statementProcessingFailed === true) {
+                accountRecon.statementProcessingDismissedToBackground = false;
+                accountRecon.statementProcessingBackgroundCompletedSteps = 0;
+                accountRecon.statementProcessingStartedAtMs = undefined;
+                accountRecon.statementProcessingTotalDurationSeconds = undefined;
+                accountRecon.statementParseInProgress = false;
+            }
         },
         initialiseLocalDataForSelectedAccountId: () => { },
         updateSelectedTab: (draft, action) => {
@@ -383,6 +393,41 @@ const expenseAutomationReconciliationView = createSlice({
             draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].statementParseInProgress =
                 statementParseInProgress;
         },
+        setStatementProcessingDismissedToBackground: (draft, action) => {
+            const { accountId, selectedPeriod, dismissedToBackground } = action.payload;
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
+            if (accountRecon != null) {
+                accountRecon.statementProcessingDismissedToBackground =
+                    dismissedToBackground;
+                if (dismissedToBackground === true) {
+                    accountRecon.statementProcessingBackgroundCompletedSteps =
+                        action.payload.backgroundCompletedSteps ??
+                            accountRecon.statementProcessingBackgroundCompletedSteps;
+                    if (action.payload.startedAtMs != null) {
+                        accountRecon.statementProcessingStartedAtMs =
+                            action.payload.startedAtMs;
+                    }
+                    if (action.payload.totalDurationSeconds != null) {
+                        accountRecon.statementProcessingTotalDurationSeconds =
+                            action.payload.totalDurationSeconds;
+                    }
+                }
+            }
+        },
+        updateStatementProcessingBackgroundCompletedSteps: (draft, action) => {
+            const { accountId, selectedPeriod, backgroundCompletedSteps } = action.payload;
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
+            if (accountRecon != null) {
+                if (backgroundCompletedSteps === 0) {
+                    accountRecon.statementProcessingBackgroundCompletedSteps = 0;
+                    accountRecon.statementProcessingStartedAtMs = undefined;
+                    accountRecon.statementProcessingTotalDurationSeconds = undefined;
+                }
+                else {
+                    accountRecon.statementProcessingBackgroundCompletedSteps = Math.max(accountRecon.statementProcessingBackgroundCompletedSteps ?? 0, backgroundCompletedSteps);
+                }
+            }
+        },
         uploadAccountStatement: (draft, action) => {
             const { accountId, selectedPeriod } = action.payload;
             const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
@@ -396,6 +441,15 @@ const expenseAutomationReconciliationView = createSlice({
                     fetchState: 'Not-Started',
                     error: undefined,
                 };
+                accountRecon.statementUpdateStatus = {
+                    fetchState: 'Not-Started',
+                    error: undefined,
+                };
+                accountRecon.statementProcessingDismissedToBackground = false;
+                accountRecon.statementProcessingBackgroundCompletedSteps = 0;
+                accountRecon.statementProcessingStartedAtMs = undefined;
+                accountRecon.statementProcessingTotalDurationSeconds = undefined;
+                accountRecon.statementProcessingFailed = false;
                 accountRecon.reparseStatementStatus = {
                     fetchState: 'Not-Started',
                     error: undefined,
@@ -426,10 +480,22 @@ const expenseAutomationReconciliationView = createSlice({
         },
         deleteAccountStatementSuccess: (draft, action) => {
             const { accountId, selectedPeriod } = action.payload;
-            draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].statementDeleteStatus = {
-                fetchState: 'Completed',
-                error: undefined,
-            };
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
+            if (accountRecon != null) {
+                accountRecon.statementDeleteStatus = {
+                    fetchState: 'Completed',
+                    error: undefined,
+                };
+                accountRecon.parsedStatementData = undefined;
+                accountRecon.statementProcessingDismissedToBackground = false;
+                accountRecon.statementProcessingBackgroundCompletedSteps = 0;
+                accountRecon.statementProcessingStartedAtMs = undefined;
+                accountRecon.statementProcessingTotalDurationSeconds = undefined;
+                accountRecon.statementUpdateStatus = {
+                    fetchState: 'Not-Started',
+                    error: undefined,
+                };
+            }
         },
         deleteAccountStatementFailure: (draft, action) => {
             const { accountId, selectedPeriod } = action.payload;
@@ -456,7 +522,7 @@ const expenseAutomationReconciliationView = createSlice({
                 error: undefined,
             };
             draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].statementParseInProgress = false;
-            draft.statementProcessingFailed = false;
+            draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].statementProcessingFailed = false;
         },
         parseStatementFailure: (draft, action) => {
             const { accountId, selectedPeriod } = action.payload;
@@ -465,7 +531,7 @@ const expenseAutomationReconciliationView = createSlice({
                 error: action.payload.error,
             };
             draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].statementParseInProgress = false;
-            draft.statementProcessingFailed = true;
+            draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].statementProcessingFailed = true;
         },
         reparseStatement: (draft, action) => {
             const { accountId, selectedPeriod } = action.payload;
@@ -480,21 +546,38 @@ const expenseAutomationReconciliationView = createSlice({
                     fetchState: 'Not-Started',
                     error: undefined,
                 };
-                accountRecon.statementParseInProgress = false;
+                accountRecon.statementUpdateStatus = {
+                    fetchState: 'Not-Started',
+                    error: undefined,
+                };
+                accountRecon.statementProcessingDismissedToBackground = false;
+                accountRecon.statementProcessingBackgroundCompletedSteps = 0;
+                accountRecon.statementProcessingStartedAtMs = undefined;
+                accountRecon.statementProcessingTotalDurationSeconds = undefined;
+                accountRecon.statementProcessingFailed = false;
+                accountRecon.statementParseInProgress = true;
             }
         },
         reparseStatementSuccess: (draft, action) => {
             const { accountId, selectedPeriod } = action.payload;
-            draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].reparseStatementStatus = {
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
+            if (accountRecon == null) {
+                return;
+            }
+            accountRecon.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;
+            const parseFetchState = accountRecon.statementParseStatus.fetchState;
+            if (parseFetchState !== 'In-Progress' &&
+                parseFetchState !== 'Completed') {
+                accountRecon.statementParseStatus = {
+                    fetchState: 'Not-Started',
+                    error: undefined,
+                };
+            }
+            accountRecon.statementParseInProgress = true;
+            accountRecon.statementProcessingFailed = false;
         },
         reparseStatementFailure: (draft, action) => {
             const { accountId, selectedPeriod } = action.payload;
@@ -502,7 +585,7 @@ const expenseAutomationReconciliationView = createSlice({
                 fetchState: 'Error',
                 error: action.payload.error,
             };
-            draft.statementProcessingFailed = true;
+            draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].statementProcessingFailed = true;
         },
         resetReparseStatementStatus: (draft, action) => {
             const { accountId, selectedPeriod } = action.payload;
@@ -552,6 +635,10 @@ const expenseAutomationReconciliationView = createSlice({
                     error: undefined,
                 };
                 accountRecon.statementDateConflict = null;
+                accountRecon.statementProcessingDismissedToBackground = false;
+                accountRecon.statementProcessingBackgroundCompletedSteps = 0;
+                accountRecon.statementProcessingStartedAtMs = undefined;
+                accountRecon.statementProcessingTotalDurationSeconds = undefined;
                 if (accountRecon.localData != null) {
                     accountRecon.localData.statementUpdateLocalData = undefined;
                 }
@@ -680,9 +767,56 @@ const expenseAutomationReconciliationView = createSlice({
     },
 });
 // Export 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 const { fetchReconciliation, fetchReconciliationFailure, fetchReconciliationSuccess, saveReconciliationDetail, saveReconciliationDetailFailure, updateSelectedAccountId, setConnectionInProgressForAccount, setStatementParseInProgress, setStatementProcessingDismissedToBackground, updateStatementProcessingBackgroundCompletedSteps, 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 isEntityStatementParsing(reconciliation) {
+    return reconciliation.statement_data_status?.code === 'parsing';
+}
+function resolveStatementParseInProgressAfterFetch(oldRecord, reconciliation) {
+    if (isEntityStatementParsing(reconciliation)) {
+        return true;
+    }
+    if (oldRecord?.statementParseInProgress === true) {
+        return true;
+    }
+    if (oldRecord?.statementParseStatus.fetchState === 'In-Progress') {
+        return true;
+    }
+    if (oldRecord?.reparseStatementStatus.fetchState === 'In-Progress') {
+        return true;
+    }
+    if (oldRecord?.statementUploadStatus.fetchState === 'In-Progress') {
+        return true;
+    }
+    // Reparse POST returned; async parse may not be on entity yet.
+    if (oldRecord?.reparseStatementStatus.fetchState === 'Completed' &&
+        oldRecord.statementParseStatus.fetchState !== 'Completed' &&
+        oldRecord.statementParseStatus.fetchState !== 'Error') {
+        return true;
+    }
+    // Continue-in-background while parse flow has not finished.
+    if (oldRecord?.statementProcessingDismissedToBackground === true &&
+        oldRecord.statementParseStatus.fetchState !== 'Completed' &&
+        oldRecord.statementParseStatus.fetchState !== 'Error' &&
+        (oldRecord.statementProcessingBackgroundCompletedSteps ?? 0) > 0) {
+        return true;
+    }
+    return false;
+}
+function preserveStatementUploadStatusAfterFetch(oldRecord) {
+    const oldUploadStatus = oldRecord?.statementUploadStatus;
+    if (oldUploadStatus?.fetchState === 'In-Progress') {
+        return oldUploadStatus;
+    }
+    const parseFetchState = oldRecord?.statementParseStatus.fetchState;
+    if (oldUploadStatus?.fetchState === 'Completed' &&
+        parseFetchState !== 'Completed' &&
+        parseFetchState !== 'Error') {
+        return oldUploadStatus;
+    }
+    return { fetchState: 'Not-Started', error: undefined };
+}
 function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliationData, refreshViewInBackground, excludedAccounts, summary) {
     draft.excludedAccountIDs = excludedAccounts.map((ea) => ea.account_id);
     draft.excludedAccountExclusionInfo = {};
@@ -743,12 +877,17 @@ function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliation
             transactionFetchState: { fetchState: 'Not-Started', error: undefined },
             refreshStatus: { fetchState: 'Not-Started', error: undefined },
             statementDeleteStatus: { fetchState: 'Not-Started', error: undefined },
-            statementUploadStatus: { fetchState: 'Not-Started', error: undefined },
+            statementUploadStatus: preserveStatementUploadStatusAfterFetch(oldRecord),
             statementUpdateStatus: oldRecord?.statementUpdateStatus ?? {
                 fetchState: 'Not-Started',
                 error: undefined,
             },
-            statementParseInProgress: reconciliation.bank_status.code === 'parsing',
+            statementParseInProgress: resolveStatementParseInProgressAfterFetch(oldRecord, reconciliation),
+            statementProcessingDismissedToBackground: oldRecord?.statementProcessingDismissedToBackground ?? false,
+            statementProcessingBackgroundCompletedSteps: oldRecord?.statementProcessingBackgroundCompletedSteps ?? 0,
+            statementProcessingStartedAtMs: oldRecord?.statementProcessingStartedAtMs,
+            statementProcessingTotalDurationSeconds: oldRecord?.statementProcessingTotalDurationSeconds,
+            statementProcessingFailed: oldRecord?.statementProcessingFailed ?? false,
             statementParseStatus: oldRecord?.statementParseStatus ?? {
                 fetchState: 'Not-Started',
                 error: undefined,
@@ -852,6 +991,9 @@ const updateReconciliationByAccountIDOnIncludeAccount = (draft, accountId, recon
         statementUploadStatus: { fetchState: 'Not-Started', error: undefined },
         statementUpdateStatus: { fetchState: 'Not-Started', error: undefined },
         statementParseInProgress: reconciliation.bank_status.code === 'parsing',
+        statementProcessingDismissedToBackground: false,
+        statementProcessingBackgroundCompletedSteps: 0,
+        statementProcessingFailed: false,
         statementParseStatus: { fetchState: 'Not-Started', error: undefined },
         reparseStatementStatus: { fetchState: 'Not-Started', error: undefined },
         statementDateConflict: null,

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

@@ -13,6 +13,7 @@ import { date } from '../../../zeniDayJS';
 import { getAccountList, getNestedAccountListHierarchy, } from '../../accountList/accountListSelector';
 import { getClassList, getNestedClassListHierarchy, } from '../../classList/classListSelector';
 import { initialActionFetchState, initialReconciliationTabsState, initialState, } from '../reducers/reconciliationViewReducer';
+import { getParsedStatementDataForView, getStatementTransactionPeriodById, } from './statementParseViewSelector';
 import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
 export const getExpenseAutomationReconciliationView = createSelector((state) => state, (state) => getCurrentTenant(state), (state) => state.expenseAutomationReconciliationViewState, (state) => state.expenseAutomationViewState, (state) => state.plaidAccountViewState, (state) => state.accountListState, (state) => state.accountState, (state) => state.classListState, (state) => state.classState, (state) => state.monthEndCloseChecksState, (state) => state.vendorState, (state) => state.monthEndCloseChecksViewState, (state, currentTenant, reconciliationViewState, expenseAutomationViewState, plaidAccountViewState, accountListState, accountState, classListState, classState, monthEndCloseChecksState, vendorState, monthEndCloseChecksViewState) => {
     const { selectedPeriodByTenantId } = expenseAutomationViewState;
@@ -77,7 +78,6 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
             selectedTab: reconciliationViewState.selectedTab,
             monthYearPeriod: selectedPeriod,
             selectedAccountId: reconciliationViewState.selectedAccountId,
-            statementProcessingFailed: reconciliationViewState.statementProcessingFailed,
             statementUploadChosen: reconciliationViewState.statementUploadChosen,
             accountReconciliationsByAccountID: {},
             reconciliationTabsState: initialReconciliationTabsState,
@@ -243,38 +243,40 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
             liabilityTotals.varianceTotal = total.varianceTotal;
             liabilityTotals.variancePercentage = total.variancePercentage;
         }
+        const accountReconState = accountReconForMonthYearPeriod.reconciliationByAccountID[accountID];
+        const rawParsedStatementData = accountReconState.parsedStatementData;
+        const statementUpdateLocalData = accountReconState.localData?.statementUpdateLocalData;
+        const parsedStatementDataForView = getParsedStatementDataForView(rawParsedStatementData, statementUpdateLocalData);
         reconList[accountID] = {
             accountConnectionStatus: accountConnectionStatus.status,
             paymentAccountId: accountConnectionStatus.paymentAccountId,
             connectionInProgress: accountConnectionStatus.connectionInProgress,
             accountReconEntity: accountRecon,
-            refreshStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
-                .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]
-                .statementUploadStatus,
-            localData: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
-                .localData,
-            statementParseInProgress: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
-                .statementParseInProgress,
-            parsedStatementData: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
-                .parsedStatementData,
+            refreshStatus: accountReconState.refreshStatus,
+            statementDeleteStatus: accountReconState.statementDeleteStatus,
+            statementParseStatus: accountReconState.statementParseStatus,
+            reparseStatementStatus: accountReconState.reparseStatementStatus,
+            statementDateConflict: accountReconState.statementDateConflict,
+            statementUpdateStatus: accountReconState.statementUpdateStatus,
+            statementUploadStatus: accountReconState.statementUploadStatus,
+            localData: accountReconState.localData,
+            statementParseInProgress: accountReconState.statementParseInProgress,
+            statementProcessingDismissedToBackground: accountReconState.statementProcessingDismissedToBackground,
+            statementProcessingBackgroundCompletedSteps: accountReconState.statementProcessingBackgroundCompletedSteps,
+            statementProcessingStartedAtMs: accountReconState.statementProcessingStartedAtMs,
+            statementProcessingTotalDurationSeconds: accountReconState.statementProcessingTotalDurationSeconds,
+            statementProcessingFailed: accountReconState.statementProcessingFailed,
+            parsedStatementData: parsedStatementDataForView,
+            allCitationTransactions: rawParsedStatementData?.statementUpload?.statementTransactions,
+            statementTransactionPeriodById: rawParsedStatementData?.statementUpload != null
+                ? getStatementTransactionPeriodById(rawParsedStatementData.statementUpload.statementTransactions, rawParsedStatementData.statementUpload.statementMeta, accountReconState.localData?.statementUpdateLocalData
+                    ?.statementMeta)
+                : undefined,
             transactionFetchState: reduceAnyFetchState([
-                accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
-                    .transactionFetchState,
+                accountReconState.transactionFetchState,
                 accountListState.byReportId.accountList,
             ]),
-            accountDetectionReason: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
-                .accountDetectionReason,
+            accountDetectionReason: accountReconState.accountDetectionReason,
         };
     });
     const accountReconciliationBySectionID = {
@@ -342,6 +344,9 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
                 localData: {},
                 connectionInProgress: false,
                 statementParseInProgress: false,
+                statementProcessingDismissedToBackground: false,
+                statementProcessingBackgroundCompletedSteps: 0,
+                statementProcessingFailed: false,
                 accountConnectionStatus: 'not_connected',
                 transactionFetchState: { fetchState: 'Not-Started' },
                 accountReconEntity: {
@@ -427,7 +432,6 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
         refreshStatus: reconciliationViewState.refreshStatus,
         selectedTab: reconciliationViewState.selectedTab,
         selectedDrawerAccountId: reconciliationViewState.selectedDrawerAccountId,
-        statementProcessingFailed: reconciliationViewState.statementProcessingFailed,
         statementUploadChosen: reconciliationViewState.statementUploadChosen,
         monthYearPeriod: selectedPeriod,
         accountReconciliationBySectionID,