@zeniai/client-epic-state 5.1.91 → 5.1.92-beta0NB

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

@@ -1,6 +1,7 @@
 import { convertToPeriod, } from '../../../commonStateTypes/timePeriod';
 import { toTransactionsToReviewPayload, } from '../../../entity/accountRecon/accountReconPayload';
 import { toMatchedTransactionPayload, } from '../../../entity/transaction/payloadTypes/reconciliationTransactionPayloads';
+import { toStatementBalanceSourceStrict, } from '../types/reconciliationViewState';
 export function createSaveReconciliationPayloadBasedOnActionAndMethod(state, selectedPeriod, localData, accountReconciliationEntity, action, method) {
     const { balance, initialClearedBalance } = accountReconciliationEntity;
     const { expenseAutomationReconciliationViewState: { selectedAccountId, reconTabsState: { reconcile: { localData: { selectedTransactionIds }, }, }, }, } = state;
@@ -67,10 +68,60 @@ function createReviewTransactionPayload(accountReconciliationEntity) {
     });
     return reviewTransactionsPayload;
 }
+export function isParseStatementCombinedResponsePayload(payload) {
+    return ('statement_uploads' in payload &&
+        Array.isArray(payload.statement_uploads) &&
+        payload.statement_uploads.length > 0 &&
+        // Batch group GET nests each upload under statement_upload — exclude that shape.
+        'statement_upload' in (payload.statement_uploads[0] ?? {}) === false);
+}
+export function isUpdateStatementInfoCombinedResponsePayload(payload) {
+    return ('statement_uploads' in payload &&
+        Array.isArray(payload.statement_uploads) &&
+        payload.statement_uploads.length > 0);
+}
 export function isStatementDateConflictResponse(response) {
     return response.status.code === 409 && response.error_code != null;
 }
+function transformConfirmedCombinedStatementUploadsToState(statementUploads) {
+    return (statementUploads ?? []).map((statementUpload) => ({
+        accountId: statementUpload.account_id,
+        isCombinedStatementAnchor: statementUpload.is_combined_statement_anchor,
+        ledgerIdentifiers: statementUpload.ledger_identifiers ?? [],
+        statementUploadId: statementUpload.statement_upload_id,
+    }));
+}
+function transformCombinedStatementDetailsToState(details) {
+    if (details == null) {
+        return undefined;
+    }
+    return {
+        combinedStatementGroupId: details.combined_statement_group_id,
+        isMappingConfirmed: details.is_mapping_confirmed,
+        accounts: (details.accounts ?? []).map((account) => ({
+            ledgerIdentifier: account.ledger_identifier,
+            accountName: account.account_name,
+            accountType: account.account_type,
+            maskedAccountNumber: account.masked_account_number,
+            openingBalance: account.opening_balance,
+            closingBalance: account.closing_balance,
+            transactionCount: account.transaction_count,
+            isUploadContext: account.is_upload_context,
+            existingStatementStatus: account.existing_statement_status ?? null,
+            suggestion: account.suggestion != null
+                ? {
+                    accountId: account.suggestion.account_id,
+                    accountName: account.suggestion.account_name,
+                    matchedBy: account.suggestion.matched_by,
+                    matchConfidence: account.suggestion.match_confidence,
+                }
+                : null,
+        })),
+        statementUploads: transformConfirmedCombinedStatementUploadsToState(details.statement_uploads),
+    };
+}
 function transformStatementUploadPayloadToState(statementUploadPayload) {
+    const balanceSource = toStatementBalanceSourceStrict(statementUploadPayload.statement_meta.balance_source);
     return {
         account: {
             accountId: statementUploadPayload.account.account_id,
@@ -96,6 +147,13 @@ function transformStatementUploadPayloadToState(statementUploadPayload) {
             statementUploadId: statementUploadPayload.statement_meta.statement_upload_id,
             totalDeposits: statementUploadPayload.statement_meta.total_deposits,
             totalPayments: statementUploadPayload.statement_meta.total_payments,
+            isCombinedStatement: statementUploadPayload.statement_meta.is_combined_statement ??
+                undefined,
+            isCombinedStatementAnchor: statementUploadPayload.statement_meta.is_combined_statement_anchor ??
+                undefined,
+            combinedStatementGroupId: statementUploadPayload.statement_meta.combined_statement_group_id ??
+                undefined,
+            ...(balanceSource != null ? { balanceSource } : {}),
         },
         statementTransactions: (statementUploadPayload.statement_transactions ?? []).map((txn) => ({
             amount: txn.amount,
@@ -117,6 +175,7 @@ function transformStatementUploadPayloadToState(statementUploadPayload) {
             transactionMemo: txn.transaction_memo,
         })),
         aiSummary: transformAiSummaryPayloadToState(statementUploadPayload.ai_summary),
+        combinedStatementDetails: transformCombinedStatementDetailsToState(statementUploadPayload.combined_statement_details),
     };
 }
 function transformPreviousReconciliationInfoToState(payload) {
@@ -177,11 +236,71 @@ export function transformStatementDateConflictToState(response) {
     };
 }
 export function transformParseStatementPayloadToState(payload) {
+    if (isParseStatementCombinedResponsePayload(payload) === true) {
+        const statementUploads = payload.statement_uploads.map(transformStatementUploadPayloadToState);
+        const anchorUpload = statementUploads.find((upload) => upload.statementMeta.isCombinedStatementAnchor === true) ?? statementUploads[0];
+        return {
+            statementUpload: anchorUpload,
+            statementUploads,
+        };
+    }
     return {
         statementUpload: transformStatementUploadPayloadToState(payload.statement_upload),
     };
 }
+export function transformCombinedStatementGroupPayloadToState(payload) {
+    const groupId = payload.combined_statement_group_id;
+    const statementUploads = (payload.statement_uploads ?? []).map((entry) => {
+        const upload = transformStatementUploadPayloadToState(entry.statement_upload);
+        if ((upload.statementMeta.combinedStatementGroupId == null ||
+            upload.statementMeta.combinedStatementGroupId === '') &&
+            groupId !== '') {
+            return {
+                ...upload,
+                statementMeta: {
+                    ...upload.statementMeta,
+                    combinedStatementGroupId: groupId,
+                },
+            };
+        }
+        return upload;
+    });
+    if (statementUploads.length === 0) {
+        throw new Error('Combined statement response has no statement uploads');
+    }
+    const anchorUpload = statementUploads.find((upload) => upload.statementMeta.isCombinedStatementAnchor === true) ?? statementUploads[0];
+    return {
+        statementUpload: anchorUpload,
+        statementUploads,
+    };
+}
+export function isConfirmStatementMappingConflictResponse(response) {
+    return response.status.code === 409;
+}
+export function transformConfirmStatementMappingPayloadToState(payload) {
+    return transformConfirmedCombinedStatementUploadsToState(payload.statement_uploads);
+}
+export function transformConfirmStatementMappingConflictToState(response) {
+    if (isConfirmStatementMappingConflictResponse(response) === false) {
+        return null;
+    }
+    return {
+        collidingAccountId: response.colliding_account_id != null
+            ? response.colliding_account_id
+            : undefined,
+        collidingLedgerIdentifiers: response.colliding_ledger_identifiers ?? [],
+        previousReconciliationInfo: transformPreviousReconciliationInfoToState(response.previous_reconciliation_info),
+    };
+}
 export function transformUpdateStatementInfoPayloadToState(payload) {
+    if (isUpdateStatementInfoCombinedResponsePayload(payload) === true) {
+        const statementUploads = payload.statement_uploads.map(transformStatementUploadPayloadToState);
+        const anchorUpload = statementUploads.find((upload) => upload.statementMeta.isCombinedStatementAnchor === true) ?? statementUploads[0];
+        return {
+            statementUpload: anchorUpload,
+            statementUploads,
+        };
+    }
     return {
         statementUpload: transformStatementUploadPayloadToState(payload.statement_upload),
     };
@@ -221,3 +340,19 @@ export function transformStatementUpdateStateToPayload(localData) {
 export function toStatementUpdateRequestBody(localData) {
     return transformStatementUpdateStateToPayload(localData);
 }
+export function transformBulkStatementUpdateStateToPayload(updates) {
+    return {
+        statement_uploads: updates.map(({ localData, statementUploadId }) => {
+            const body = transformStatementUpdateStateToPayload(localData);
+            return {
+                statement_upload_id: statementUploadId,
+                statement_meta: body.statement_meta,
+                statement_transactions: body.statement_transactions,
+            };
+        }),
+    };
+}
+/** Bulk PUT body for combined multi-account Confirm & Save. */
+export function toBulkStatementUpdateRequestBody(updates) {
+    return transformBulkStatementUpdateStateToPayload(updates);
+}

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

@@ -430,7 +430,7 @@ const expenseAutomationReconciliationView = createSlice({
             }
         },
         uploadAccountStatement: (draft, action) => {
-            const { accountId, selectedPeriod } = action.payload;
+            const { accountId, selectedPeriod, statementAccountScope } = action.payload;
             const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
             if (accountRecon != null) {
                 accountRecon.statementUploadStatus = {
@@ -455,6 +455,22 @@ const expenseAutomationReconciliationView = createSlice({
                     fetchState: 'Not-Started',
                     error: undefined,
                 };
+                accountRecon.combinedStatementGroupId = undefined;
+                accountRecon.confirmedCombinedStatementUploads = undefined;
+                accountRecon.confirmStatementMappingStatus = {
+                    fetchState: 'Not-Started',
+                    error: undefined,
+                };
+                accountRecon.confirmStatementMappingConflict = null;
+                if (accountRecon.localData != null) {
+                    accountRecon.localData.statementUpdateLocalDataByUploadId = undefined;
+                }
+                if (statementAccountScope != null) {
+                    accountRecon.localData = {
+                        ...accountRecon.localData,
+                        statementAccountScope,
+                    };
+                }
             }
         },
         uploadAccountStatementSuccess: (draft, action) => {
@@ -517,8 +533,15 @@ const expenseAutomationReconciliationView = createSlice({
                     fetchState: 'Not-Started',
                     error: undefined,
                 };
+                accountRecon.combinedStatementGroupId = undefined;
+                accountRecon.confirmedCombinedStatementUploads = undefined;
+                accountRecon.confirmStatementMappingStatus = {
+                    fetchState: 'Not-Started',
+                    error: undefined,
+                };
+                accountRecon.confirmStatementMappingConflict = null;
                 if (accountRecon.localData != null) {
-                    accountRecon.localData.statementUpdateLocalData = undefined;
+                    accountRecon.localData.statementUpdateLocalDataByUploadId = undefined;
                 }
             }
         },
@@ -544,6 +567,17 @@ const expenseAutomationReconciliationView = createSlice({
                 };
             }
         },
+        parseCombinedStatement: (draft, action) => {
+            const { accountId, selectedPeriod } = action.payload;
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
+            if (accountRecon != null) {
+                accountRecon.parsedStatementData = undefined;
+                accountRecon.statementParseStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            }
+        },
         parseStatementSuccess: (draft, action) => {
             const { accountId, selectedPeriod } = action.payload;
             const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
@@ -598,7 +632,7 @@ const expenseAutomationReconciliationView = createSlice({
                 accountRecon.statementProcessingFailed = false;
                 accountRecon.statementParseInProgress = true;
                 if (accountRecon.localData != null) {
-                    accountRecon.localData.statementUpdateLocalData = undefined;
+                    accountRecon.localData.statementUpdateLocalDataByUploadId = undefined;
                 }
             }
         },
@@ -644,19 +678,18 @@ const expenseAutomationReconciliationView = createSlice({
                 parsedStatementData;
         },
         updateStatementUpdateLocalData: (draft, action) => {
-            const { accountId, selectedPeriod, statementUpdateLocalData } = action.payload;
+            const { accountId, selectedPeriod, statementUpdateLocalData, statementUploadId, } = action.payload;
             const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
-            if (accountRecon != null) {
-                if (accountRecon.localData == null) {
-                    accountRecon.localData = {
-                        statementUpdateLocalData,
-                    };
-                }
-                else {
-                    accountRecon.localData.statementUpdateLocalData =
-                        statementUpdateLocalData;
-                }
+            if (accountRecon == null || statementUploadId === '') {
+                return;
             }
+            if (accountRecon.localData == null) {
+                accountRecon.localData = {};
+            }
+            accountRecon.localData.statementUpdateLocalDataByUploadId = {
+                ...accountRecon.localData.statementUpdateLocalDataByUploadId,
+                [statementUploadId]: statementUpdateLocalData,
+            };
         },
         submitStatementUpdate: (draft, action) => {
             const { accountId, selectedPeriod } = action.payload;
@@ -670,6 +703,17 @@ const expenseAutomationReconciliationView = createSlice({
                 accountRecon.statementDateConflict = null;
             }
         },
+        submitCombinedStatementUpdate: (draft, action) => {
+            const { accountId, selectedPeriod } = action.payload;
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
+            if (accountRecon != null) {
+                accountRecon.statementUpdateStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+                accountRecon.statementDateConflict = null;
+            }
+        },
         submitStatementUpdateSuccess: (draft, action) => {
             const { accountId, selectedPeriod } = action.payload;
             const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
@@ -684,7 +728,7 @@ const expenseAutomationReconciliationView = createSlice({
                 accountRecon.statementProcessingStartedAtMs = undefined;
                 accountRecon.statementProcessingTotalDurationSeconds = undefined;
                 if (accountRecon.localData != null) {
-                    accountRecon.localData.statementUpdateLocalData = undefined;
+                    accountRecon.localData.statementUpdateLocalDataByUploadId = undefined;
                 }
             }
         },
@@ -706,6 +750,52 @@ const expenseAutomationReconciliationView = createSlice({
                 accountRecon.statementDateConflict = null;
             }
         },
+        confirmStatementMapping: (draft, action) => {
+            const { accountId, selectedPeriod } = action.payload;
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
+            if (accountRecon != null) {
+                accountRecon.confirmStatementMappingStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+                accountRecon.confirmStatementMappingConflict = null;
+            }
+        },
+        confirmStatementMappingSuccess: (draft, action) => {
+            const { accountId, selectedPeriod, statementUploads } = action.payload;
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
+            if (accountRecon != null) {
+                accountRecon.confirmStatementMappingStatus = {
+                    fetchState: 'Completed',
+                    error: undefined,
+                };
+                accountRecon.confirmStatementMappingConflict = null;
+                accountRecon.confirmedCombinedStatementUploads = statementUploads;
+                const combinedStatementDetails = accountRecon.parsedStatementData?.statementUpload
+                    .combinedStatementDetails;
+                if (combinedStatementDetails != null) {
+                    combinedStatementDetails.isMappingConfirmed = true;
+                }
+                const combinedStatementGroupId = combinedStatementDetails?.combinedStatementGroupId ??
+                    accountRecon.parsedStatementData?.statementUpload.statementMeta
+                        .combinedStatementGroupId;
+                if (combinedStatementGroupId != null &&
+                    combinedStatementGroupId !== '') {
+                    accountRecon.combinedStatementGroupId = combinedStatementGroupId;
+                }
+            }
+        },
+        confirmStatementMappingFailure: (draft, action) => {
+            const { accountId, selectedPeriod, mappingConflict } = action.payload;
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
+            if (accountRecon != null) {
+                accountRecon.confirmStatementMappingStatus = {
+                    fetchState: 'Error',
+                    error: action.payload.error,
+                };
+                accountRecon.confirmStatementMappingConflict = mappingConflict ?? null;
+            }
+        },
         updateAccountReconciliationLocalData: (draft, action) => {
             const { accountId, selectedPeriod, localData } = action.payload;
             const oldLocalData = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].localData;
@@ -816,7 +906,7 @@ const expenseAutomationReconciliationView = createSlice({
     },
 });
 // Export 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 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, parseCombinedStatement, parseStatementSuccess, parseStatementFailure, reparseStatement, reparseStatementSuccess, reparseStatementFailure, resetReparseStatementStatus, updateParsedStatementData, updateStatementUpdateLocalData, submitStatementUpdate, submitCombinedStatementUpdate, submitStatementUpdateSuccess, submitStatementUpdateFailure, clearStatementDateConflict, confirmStatementMapping, confirmStatementMappingSuccess, confirmStatementMappingFailure, updateStatementUploadChosen, updateNodeCollapseState, } = expenseAutomationReconciliationView.actions;
 // Export reducer
 export default expenseAutomationReconciliationView.reducer;
 function isEntityStatementParsing(reconciliation) {
@@ -830,6 +920,7 @@ function isEntityStatementParseTerminal(reconciliation) {
         statusCode === 'parsing_failed' ||
         statusCode === 'validation_failed' ||
         statusCode === 'processing_failed' ||
+        statusCode === 'parsed_awaiting_mapping' ||
         statusCode === 'deleting' ||
         statusCode === 'deleted');
 }
@@ -965,6 +1056,13 @@ function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliation
                 error: undefined,
             },
             statementDateConflict: oldRecord?.statementDateConflict ?? null,
+            confirmStatementMappingStatus: oldRecord?.confirmStatementMappingStatus ?? {
+                fetchState: 'Not-Started',
+                error: undefined,
+            },
+            confirmStatementMappingConflict: oldRecord?.confirmStatementMappingConflict ?? null,
+            confirmedCombinedStatementUploads: oldRecord?.confirmedCombinedStatementUploads,
+            combinedStatementGroupId: oldRecord?.combinedStatementGroupId,
             localData: {
                 ...oldRecord?.localData,
                 accountSource: account?.reconciliation_source != null
@@ -1063,6 +1161,11 @@ const updateReconciliationByAccountIDOnIncludeAccount = (draft, accountId, recon
         statementParseStatus: { fetchState: 'Not-Started', error: undefined },
         reparseStatementStatus: { fetchState: 'Not-Started', error: undefined },
         statementDateConflict: null,
+        confirmStatementMappingStatus: {
+            fetchState: 'Not-Started',
+            error: undefined,
+        },
+        confirmStatementMappingConflict: null,
         localData: {},
         accountDetectionReason: undefined,
     };

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

@@ -245,8 +245,23 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
         }
         const accountReconState = accountReconForMonthYearPeriod.reconciliationByAccountID[accountID];
         const rawParsedStatementData = accountReconState.parsedStatementData;
-        const statementUpdateLocalData = accountReconState.localData?.statementUpdateLocalData;
-        const parsedStatementDataForView = getParsedStatementDataForView(rawParsedStatementData, statementUpdateLocalData);
+        const statementUpdateLocalDataByUploadId = accountReconState.localData?.statementUpdateLocalDataByUploadId;
+        const statementAccountScope = accountReconState.localData?.statementAccountScope;
+        const parsedStatementDataForView = getParsedStatementDataForView(rawParsedStatementData, statementUpdateLocalDataByUploadId, statementAccountScope);
+        const rawStatementUploads = rawParsedStatementData?.statementUploads != null &&
+            rawParsedStatementData.statementUploads.length > 0
+            ? rawParsedStatementData.statementUploads
+            : rawParsedStatementData?.statementUpload != null
+                ? [rawParsedStatementData.statementUpload]
+                : [];
+        const allCitationTransactions = rawStatementUploads.flatMap((statementUpload) => statementUpload.statementTransactions);
+        const statementTransactionPeriodById = rawStatementUploads.length > 0
+            ? Object.assign({}, ...rawStatementUploads.map((statementUpload) => {
+                const uploadId = statementUpload.statementMeta.statementUploadId;
+                const localMeta = statementUpdateLocalDataByUploadId?.[uploadId]?.statementMeta;
+                return getStatementTransactionPeriodById(statementUpload.statementTransactions, statementUpload.statementMeta, localMeta);
+            }))
+            : undefined;
         reconList[accountID] = {
             accountConnectionStatus: accountConnectionStatus.status,
             paymentAccountId: accountConnectionStatus.paymentAccountId,
@@ -257,6 +272,10 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
             statementParseStatus: accountReconState.statementParseStatus,
             reparseStatementStatus: accountReconState.reparseStatementStatus,
             statementDateConflict: accountReconState.statementDateConflict,
+            confirmStatementMappingStatus: accountReconState.confirmStatementMappingStatus,
+            confirmStatementMappingConflict: accountReconState.confirmStatementMappingConflict,
+            confirmedCombinedStatementUploads: accountReconState.confirmedCombinedStatementUploads,
+            combinedStatementGroupId: accountReconState.combinedStatementGroupId,
             statementUpdateStatus: accountReconState.statementUpdateStatus,
             statementUploadStatus: accountReconState.statementUploadStatus,
             localData: accountReconState.localData,
@@ -267,11 +286,8 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
             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,
+            allCitationTransactions,
+            statementTransactionPeriodById,
             transactionFetchState: reduceAnyFetchState([
                 accountReconState.transactionFetchState,
                 accountListState.byReportId.accountList,
@@ -341,6 +357,8 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
                 statementParseStatus: { fetchState: 'Not-Started' },
                 reparseStatementStatus: { fetchState: 'Not-Started' },
                 statementDateConflict: null,
+                confirmStatementMappingStatus: { fetchState: 'Not-Started' },
+                confirmStatementMappingConflict: null,
                 localData: {},
                 connectionInProgress: false,
                 statementParseInProgress: false,
@@ -457,6 +475,9 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
 });
 export const getReparseStatementStatusByAccountId = (state, accountId) => getExpenseAutomationReconciliationView(state)
     .accountReconciliationsByAccountID[accountId]?.reparseStatementStatus;
+export function getLedgerAccountsForCombinedStatementMapping(accountReconciliationsByAccountID) {
+    return Object.values(accountReconciliationsByAccountID).map((accountReconciliation) => accountReconciliation.accountReconEntity.account);
+}
 export const isAccountReconReport = (reportId) => {
     return reportId.endsWith('reconciliation');
 };

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

@@ -1,4 +1,17 @@
 import { date } from '../../../zeniDayJS';
+export function getStatementUploadsFromParsedData(parsedStatementData) {
+    if (parsedStatementData == null) {
+        return [];
+    }
+    if (parsedStatementData.statementUploads != null &&
+        parsedStatementData.statementUploads.length > 0) {
+        return parsedStatementData.statementUploads;
+    }
+    if (parsedStatementData.statementUpload != null) {
+        return [parsedStatementData.statementUpload];
+    }
+    return [];
+}
 export const getEffectiveStatementPeriod = (parsedMeta, localMeta) => ({
     statementStartDate: localMeta?.statementStartDate != null && localMeta.statementStartDate !== ''
         ? localMeta.statementStartDate
@@ -25,24 +38,44 @@ export const filterStatementTransactionsByPeriod = (transactions, statementPerio
     }
     return transactions.filter((transaction) => isStatementTransactionInPeriod(transaction.transactionDate, statementStartDate, statementEndDate));
 };
-export const getParsedStatementDataForView = (parsedStatementData, statementUpdateLocalData) => {
+const getStatementUploadForView = (statementUpload, statementUpdateLocalData) => {
+    const parsedMeta = statementUpload.statementMeta;
+    const localMeta = statementUpdateLocalData?.statementMeta;
+    const effectiveMeta = localMeta ?? parsedMeta;
+    const statementPeriod = getEffectiveStatementPeriod(parsedMeta, localMeta);
+    return {
+        ...statementUpload,
+        statementMeta: effectiveMeta,
+        statementTransactions: filterStatementTransactionsByPeriod(statementUpload.statementTransactions, statementPeriod),
+    };
+};
+export const getParsedStatementDataForView = (parsedStatementData, statementUpdateLocalDataByUploadId, statementAccountScope) => {
     if (parsedStatementData == null) {
         return undefined;
     }
+    const statementUploads = getStatementUploadsFromParsedData(parsedStatementData);
+    if (statementUploads.length === 0) {
+        return undefined;
+    }
+    if (statementAccountScope === 'multi_account') {
+        const viewedUploads = statementUploads.map((statementUpload) => {
+            const uploadId = statementUpload.statementMeta.statementUploadId;
+            return getStatementUploadForView(statementUpload, statementUpdateLocalDataByUploadId?.[uploadId]);
+        });
+        const anchorUploadId = parsedStatementData.statementUpload.statementMeta.statementUploadId;
+        const viewedAnchor = viewedUploads.find((upload) => upload.statementMeta.statementUploadId === anchorUploadId) ?? viewedUploads[0];
+        return {
+            statementUpload: viewedAnchor,
+            statementUploads: viewedUploads,
+        };
+    }
     const statementUpload = parsedStatementData.statementUpload;
     if (statementUpload == null) {
         return undefined;
     }
-    const parsedMeta = statementUpload.statementMeta;
-    const localMeta = statementUpdateLocalData?.statementMeta;
-    const effectiveMeta = localMeta ?? parsedMeta;
-    const statementPeriod = getEffectiveStatementPeriod(parsedMeta, localMeta);
+    const uploadId = statementUpload.statementMeta.statementUploadId;
     return {
-        statementUpload: {
-            ...statementUpload,
-            statementMeta: effectiveMeta,
-            statementTransactions: filterStatementTransactionsByPeriod(statementUpload.statementTransactions, statementPeriod),
-        },
+        statementUpload: getStatementUploadForView(statementUpload, statementUpdateLocalDataByUploadId?.[uploadId]),
     };
 };
 export const getStatementTransactionPeriodById = (allParsedTransactions, parsedMeta, localMeta) => {

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

@@ -1,4 +1,11 @@
-import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
+import { stringToUnion, stringToUnionStrict, } from '../../../commonStateTypes/stringToUnion';
+const ALL_STATEMENT_BALANCE_SOURCES = [
+    'ocr',
+    'prior_recon',
+    'default_zero',
+];
+export const toStatementBalanceSource = (v) => stringToUnion(v, ALL_STATEMENT_BALANCE_SOURCES);
+export const toStatementBalanceSourceStrict = (v) => stringToUnionStrict(v ?? '', ALL_STATEMENT_BALANCE_SOURCES);
 export function toReconciliationViewSummary(payload) {
     return {
         accounts: {
@@ -59,3 +66,10 @@ const RECON_REVIEW_SORT_KEYS = [
 ];
 // eslint-disable-next-line @typescript-eslint/no-unused-vars
 const toReconReviewSortKey = (v) => stringToUnion(v, RECON_REVIEW_SORT_KEYS);
+const ALL_STATEMENT_ACCOUNT_SCOPES = [
+    'single_account',
+    'multi_account',
+];
+export const toStatementAccountScope = (v) => stringToUnion(v, ALL_STATEMENT_ACCOUNT_SCOPES);
+export const toStatementAccountScopeStrict = (v) => stringToUnionStrict(v ?? '', ALL_STATEMENT_ACCOUNT_SCOPES);
+export const STATEMENT_ACCOUNT_SCOPES = ALL_STATEMENT_ACCOUNT_SCOPES;

package/lib/esm/view/invoicing/createCreditNote/createCreditNoteEpic.js

@@ -1,6 +1,7 @@
 import { from } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { updateInvoicingCreditNotes } from '../../../entity/invoicing/creditNote/creditNoteReducer';
+import { apiErrorSnackbarVariables } from '../../../entity/snackbar/snackbarApiError';
 import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { localDataToCreateCreditNotePayload, } from './createCreditNotePayload';
@@ -29,6 +30,7 @@ export const createCreditNoteEpic = (actions$, state$, zeniAPI) => actions$.pipe
                 messageSection: 'invoicing_credit_note_saved',
                 messageText: 'failed',
                 type: 'error',
+                variables: apiErrorSnackbarVariables(response.status),
             }),
         ]);
     }), catchError((error) => from([

package/lib/esm/view/invoicing/createInvoice/createInvoiceEpic.js

@@ -3,6 +3,7 @@ import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { updateAddresses } from '../../../entity/address/addressReducer';
 import { extractInvoicingInvoiceAddresses } from '../../../entity/invoicing/invoice/invoicePayload';
 import { updateInvoices } from '../../../entity/invoicing/invoice/invoiceReducer';
+import { apiErrorSnackbarVariables } from '../../../entity/snackbar/snackbarApiError';
 import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { addInvoiceToList } from '../invoiceList/invoiceListReducer';
@@ -36,6 +37,7 @@ export const createInvoiceEpic = (actions$, _state$, zeniAPI) => actions$.pipe(f
                 messageSection: 'invoicing_invoice_saved',
                 messageText: 'failed',
                 type: 'error',
+                variables: apiErrorSnackbarVariables(response.status),
             }),
         ]);
     }), catchError((error) => from([

package/lib/esm/view/invoicing/discountAction/discountActionEpic.js

@@ -1,8 +1,9 @@
 import { from } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { updateInvoicingCoupons } from '../../../entity/invoicing/coupon/couponReducer';
+import { apiErrorSnackbarVariables } from '../../../entity/snackbar/snackbarApiError';
 import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
-import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../responsePayload';
 import { runInvoicingDiscountAction, runInvoicingDiscountActionFailure, runInvoicingDiscountActionSuccess, } from './discountActionReducer';
 /** Snackbar copy per action kind; unlisted kinds run without one. */
 const SNACKBAR_SECTION_BY_KIND = {
@@ -14,13 +15,15 @@ export const runInvoicingDiscountActionEpic = (actions$, _state$, zeniAPI) => ac
     const { action: kind, id } = action.payload;
     const requestBody = { action: kind };
     const snackbarSection = SNACKBAR_SECTION_BY_KIND[kind];
-    const snackbar = (messageText) => snackbarSection == null
+    /** `status` surfaces the platform's error text; omit it to keep the generic copy. */
+    const snackbar = (messageText, status) => snackbarSection == null
         ? []
         : [
             openSnackbar({
                 messageSection: snackbarSection,
                 messageText,
                 type: messageText === 'success' ? 'success' : 'error',
+                variables: apiErrorSnackbarVariables(status),
             }),
         ];
     const apiUrl = `${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0/discounts/${encodeURIComponent(id)}/actions`;
@@ -39,7 +42,7 @@ export const runInvoicingDiscountActionEpic = (actions$, _state$, zeniAPI) => ac
                 error: response.status,
                 id,
             }),
-            ...snackbar('failed'),
+            ...snackbar('failed', response.status),
         ]);
     }), catchError((error) => from([
         runInvoicingDiscountActionFailure({