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

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

@@ -1,8 +1,8 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateParsedStatementData = exports.resetReparseStatementStatus = exports.reparseStatementFailure = exports.reparseStatementSuccess = exports.reparseStatement = exports.parseStatementFailure = exports.parseStatementSuccess = exports.parseStatement = exports.uploadAccountStatementFailure = exports.uploadAccountStatementSuccess = exports.uploadAccountStatement = exports.includeAccountInReconciliationFailure = exports.includeAccountInReconciliationSuccess = exports.includeAccountInReconciliation = exports.excludeAccountFromReconciliationFailure = exports.excludeAccountFromReconciliationSuccess = exports.excludeAccountFromReconciliation = exports.deleteAccountStatementFailure = exports.deleteAccountStatementSuccess = exports.deleteAccountStatement = exports.updateAccountReconciliationLocalData = exports.updateReconListScrollPosition = exports.updateSaveReconciliationReviewFetchStatus = exports.saveReconciliationReview = exports.updateReviewTabLocalData = exports.initializeReconciliationReviewTabLocalData = exports.updateReviewTabSortState = exports.updateStatementProcessingFailed = exports.updateSelectedDrawerAccountId = exports.clearExpenseAutomationReconciliationView = exports.initialiseLocalDataForSelectedAccountId = exports.updateBalancesLocalData = exports.updateSelectedTab = exports.saveReconciliationDetailSuccess = exports.updateReconcileTabListScrollState = exports.updateReconcileTabListSortState = exports.updateReconcileTabLocalData = exports.updateStatementProcessingBackgroundCompletedSteps = exports.setStatementProcessingDismissedToBackground = exports.setStatementParseInProgress = exports.setConnectionInProgressForAccount = exports.updateSelectedAccountId = exports.saveReconciliationDetailFailure = exports.saveReconciliationDetail = exports.fetchReconciliationSuccess = exports.fetchReconciliationFailure = exports.fetchReconciliation = exports.initialState = exports.initialActionFetchState = exports.initialReconciliationTabsState = void 0;
-exports.updateNodeCollapseState = exports.updateStatementUploadChosen = exports.clearStatementDateConflict = exports.submitStatementUpdateFailure = exports.submitStatementUpdateSuccess = exports.submitStatementUpdate = exports.updateStatementUpdateLocalData = void 0;
+exports.resetReparseStatementStatus = exports.reparseStatementFailure = exports.reparseStatementSuccess = exports.reparseStatement = exports.parseStatementFailure = exports.parseStatementSuccess = exports.parseCombinedStatement = exports.parseStatement = exports.uploadAccountStatementFailure = exports.uploadAccountStatementSuccess = exports.uploadAccountStatement = exports.includeAccountInReconciliationFailure = exports.includeAccountInReconciliationSuccess = exports.includeAccountInReconciliation = exports.excludeAccountFromReconciliationFailure = exports.excludeAccountFromReconciliationSuccess = exports.excludeAccountFromReconciliation = exports.deleteAccountStatementFailure = exports.deleteAccountStatementSuccess = exports.deleteAccountStatement = exports.updateAccountReconciliationLocalData = exports.updateReconListScrollPosition = exports.updateSaveReconciliationReviewFetchStatus = exports.saveReconciliationReview = exports.updateReviewTabLocalData = exports.initializeReconciliationReviewTabLocalData = exports.updateReviewTabSortState = exports.updateStatementProcessingFailed = exports.updateSelectedDrawerAccountId = exports.clearExpenseAutomationReconciliationView = exports.initialiseLocalDataForSelectedAccountId = exports.updateBalancesLocalData = exports.updateSelectedTab = exports.saveReconciliationDetailSuccess = exports.updateReconcileTabListScrollState = exports.updateReconcileTabListSortState = exports.updateReconcileTabLocalData = exports.updateStatementProcessingBackgroundCompletedSteps = exports.setStatementProcessingDismissedToBackground = exports.setStatementParseInProgress = exports.setConnectionInProgressForAccount = exports.updateSelectedAccountId = exports.saveReconciliationDetailFailure = exports.saveReconciliationDetail = exports.fetchReconciliationSuccess = exports.fetchReconciliationFailure = exports.fetchReconciliation = exports.initialState = exports.initialActionFetchState = exports.initialReconciliationTabsState = void 0;
+exports.updateNodeCollapseState = exports.updateStatementUploadChosen = exports.confirmStatementMappingFailure = exports.confirmStatementMappingSuccess = exports.confirmStatementMapping = exports.clearStatementDateConflict = exports.submitStatementUpdateFailure = exports.submitStatementUpdateSuccess = exports.submitCombinedStatementUpdate = exports.submitStatementUpdate = exports.updateStatementUpdateLocalData = exports.updateParsedStatementData = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const accountState_1 = require("../../../entity/account/accountState");
@@ -435,7 +435,7 @@ const expenseAutomationReconciliationView = (0, toolkit_1.createSlice)({
             }
         },
         uploadAccountStatement: (draft, action) => {
-            const { accountId, selectedPeriod } = action.payload;
+            const { accountId, selectedPeriod, statementAccountScope } = action.payload;
             const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]?.reconciliationByAccountID[accountId];
             if (accountRecon != null) {
                 accountRecon.statementUploadStatus = {
@@ -460,6 +460,22 @@ const expenseAutomationReconciliationView = (0, toolkit_1.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) => {
@@ -522,8 +538,15 @@ const expenseAutomationReconciliationView = (0, toolkit_1.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;
                 }
             }
         },
@@ -549,6 +572,17 @@ const expenseAutomationReconciliationView = (0, toolkit_1.createSlice)({
                 };
             }
         },
+        parseCombinedStatement: (draft, action) => {
+            const { accountId, selectedPeriod } = action.payload;
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]?.reconciliationByAccountID[accountId];
+            if (accountRecon != null) {
+                accountRecon.parsedStatementData = undefined;
+                accountRecon.statementParseStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            }
+        },
         parseStatementSuccess: (draft, action) => {
             const { accountId, selectedPeriod } = action.payload;
             const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]?.reconciliationByAccountID[accountId];
@@ -603,7 +637,7 @@ const expenseAutomationReconciliationView = (0, toolkit_1.createSlice)({
                 accountRecon.statementProcessingFailed = false;
                 accountRecon.statementParseInProgress = true;
                 if (accountRecon.localData != null) {
-                    accountRecon.localData.statementUpdateLocalData = undefined;
+                    accountRecon.localData.statementUpdateLocalDataByUploadId = undefined;
                 }
             }
         },
@@ -649,19 +683,18 @@ const expenseAutomationReconciliationView = (0, toolkit_1.createSlice)({
                 parsedStatementData;
         },
         updateStatementUpdateLocalData: (draft, action) => {
-            const { accountId, selectedPeriod, statementUpdateLocalData } = action.payload;
+            const { accountId, selectedPeriod, statementUpdateLocalData, statementUploadId, } = action.payload;
             const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]?.reconciliationByAccountID[accountId];
-            if (accountRecon != null) {
-                if (accountRecon.localData == null) {
-                    accountRecon.localData = {
-                        statementUpdateLocalData,
-                    };
-                }
-                else {
-                    accountRecon.localData.statementUpdateLocalData =
-                        statementUpdateLocalData;
-                }
+            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;
@@ -675,6 +708,17 @@ const expenseAutomationReconciliationView = (0, toolkit_1.createSlice)({
                 accountRecon.statementDateConflict = null;
             }
         },
+        submitCombinedStatementUpdate: (draft, action) => {
+            const { accountId, selectedPeriod } = action.payload;
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]?.reconciliationByAccountID[accountId];
+            if (accountRecon != null) {
+                accountRecon.statementUpdateStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+                accountRecon.statementDateConflict = null;
+            }
+        },
         submitStatementUpdateSuccess: (draft, action) => {
             const { accountId, selectedPeriod } = action.payload;
             const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]?.reconciliationByAccountID[accountId];
@@ -689,7 +733,7 @@ const expenseAutomationReconciliationView = (0, toolkit_1.createSlice)({
                 accountRecon.statementProcessingStartedAtMs = undefined;
                 accountRecon.statementProcessingTotalDurationSeconds = undefined;
                 if (accountRecon.localData != null) {
-                    accountRecon.localData.statementUpdateLocalData = undefined;
+                    accountRecon.localData.statementUpdateLocalDataByUploadId = undefined;
                 }
             }
         },
@@ -711,6 +755,52 @@ const expenseAutomationReconciliationView = (0, toolkit_1.createSlice)({
                 accountRecon.statementDateConflict = null;
             }
         },
+        confirmStatementMapping: (draft, action) => {
+            const { accountId, selectedPeriod } = action.payload;
+            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.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[(0, timePeriod_1.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[(0, timePeriod_1.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[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId].localData;
@@ -821,7 +911,7 @@ const expenseAutomationReconciliationView = (0, toolkit_1.createSlice)({
     },
 });
 // Export actions
-_a = expenseAutomationReconciliationView.actions, exports.fetchReconciliation = _a.fetchReconciliation, exports.fetchReconciliationFailure = _a.fetchReconciliationFailure, exports.fetchReconciliationSuccess = _a.fetchReconciliationSuccess, exports.saveReconciliationDetail = _a.saveReconciliationDetail, exports.saveReconciliationDetailFailure = _a.saveReconciliationDetailFailure, exports.updateSelectedAccountId = _a.updateSelectedAccountId, exports.setConnectionInProgressForAccount = _a.setConnectionInProgressForAccount, exports.setStatementParseInProgress = _a.setStatementParseInProgress, exports.setStatementProcessingDismissedToBackground = _a.setStatementProcessingDismissedToBackground, exports.updateStatementProcessingBackgroundCompletedSteps = _a.updateStatementProcessingBackgroundCompletedSteps, exports.updateReconcileTabLocalData = _a.updateReconcileTabLocalData, exports.updateReconcileTabListSortState = _a.updateReconcileTabListSortState, exports.updateReconcileTabListScrollState = _a.updateReconcileTabListScrollState, exports.saveReconciliationDetailSuccess = _a.saveReconciliationDetailSuccess, exports.updateSelectedTab = _a.updateSelectedTab, exports.updateBalancesLocalData = _a.updateBalancesLocalData, exports.initialiseLocalDataForSelectedAccountId = _a.initialiseLocalDataForSelectedAccountId, exports.clearExpenseAutomationReconciliationView = _a.clearExpenseAutomationReconciliationView, exports.updateSelectedDrawerAccountId = _a.updateSelectedDrawerAccountId, exports.updateStatementProcessingFailed = _a.updateStatementProcessingFailed, exports.updateReviewTabSortState = _a.updateReviewTabSortState, exports.initializeReconciliationReviewTabLocalData = _a.initializeReconciliationReviewTabLocalData, exports.updateReviewTabLocalData = _a.updateReviewTabLocalData, exports.saveReconciliationReview = _a.saveReconciliationReview, exports.updateSaveReconciliationReviewFetchStatus = _a.updateSaveReconciliationReviewFetchStatus, exports.updateReconListScrollPosition = _a.updateReconListScrollPosition, exports.updateAccountReconciliationLocalData = _a.updateAccountReconciliationLocalData, exports.deleteAccountStatement = _a.deleteAccountStatement, exports.deleteAccountStatementSuccess = _a.deleteAccountStatementSuccess, exports.deleteAccountStatementFailure = _a.deleteAccountStatementFailure, exports.excludeAccountFromReconciliation = _a.excludeAccountFromReconciliation, exports.excludeAccountFromReconciliationSuccess = _a.excludeAccountFromReconciliationSuccess, exports.excludeAccountFromReconciliationFailure = _a.excludeAccountFromReconciliationFailure, exports.includeAccountInReconciliation = _a.includeAccountInReconciliation, exports.includeAccountInReconciliationSuccess = _a.includeAccountInReconciliationSuccess, exports.includeAccountInReconciliationFailure = _a.includeAccountInReconciliationFailure, exports.uploadAccountStatement = _a.uploadAccountStatement, exports.uploadAccountStatementSuccess = _a.uploadAccountStatementSuccess, exports.uploadAccountStatementFailure = _a.uploadAccountStatementFailure, exports.parseStatement = _a.parseStatement, exports.parseStatementSuccess = _a.parseStatementSuccess, exports.parseStatementFailure = _a.parseStatementFailure, exports.reparseStatement = _a.reparseStatement, exports.reparseStatementSuccess = _a.reparseStatementSuccess, exports.reparseStatementFailure = _a.reparseStatementFailure, exports.resetReparseStatementStatus = _a.resetReparseStatementStatus, exports.updateParsedStatementData = _a.updateParsedStatementData, exports.updateStatementUpdateLocalData = _a.updateStatementUpdateLocalData, exports.submitStatementUpdate = _a.submitStatementUpdate, exports.submitStatementUpdateSuccess = _a.submitStatementUpdateSuccess, exports.submitStatementUpdateFailure = _a.submitStatementUpdateFailure, exports.clearStatementDateConflict = _a.clearStatementDateConflict, exports.updateStatementUploadChosen = _a.updateStatementUploadChosen, exports.updateNodeCollapseState = _a.updateNodeCollapseState;
+_a = expenseAutomationReconciliationView.actions, exports.fetchReconciliation = _a.fetchReconciliation, exports.fetchReconciliationFailure = _a.fetchReconciliationFailure, exports.fetchReconciliationSuccess = _a.fetchReconciliationSuccess, exports.saveReconciliationDetail = _a.saveReconciliationDetail, exports.saveReconciliationDetailFailure = _a.saveReconciliationDetailFailure, exports.updateSelectedAccountId = _a.updateSelectedAccountId, exports.setConnectionInProgressForAccount = _a.setConnectionInProgressForAccount, exports.setStatementParseInProgress = _a.setStatementParseInProgress, exports.setStatementProcessingDismissedToBackground = _a.setStatementProcessingDismissedToBackground, exports.updateStatementProcessingBackgroundCompletedSteps = _a.updateStatementProcessingBackgroundCompletedSteps, exports.updateReconcileTabLocalData = _a.updateReconcileTabLocalData, exports.updateReconcileTabListSortState = _a.updateReconcileTabListSortState, exports.updateReconcileTabListScrollState = _a.updateReconcileTabListScrollState, exports.saveReconciliationDetailSuccess = _a.saveReconciliationDetailSuccess, exports.updateSelectedTab = _a.updateSelectedTab, exports.updateBalancesLocalData = _a.updateBalancesLocalData, exports.initialiseLocalDataForSelectedAccountId = _a.initialiseLocalDataForSelectedAccountId, exports.clearExpenseAutomationReconciliationView = _a.clearExpenseAutomationReconciliationView, exports.updateSelectedDrawerAccountId = _a.updateSelectedDrawerAccountId, exports.updateStatementProcessingFailed = _a.updateStatementProcessingFailed, exports.updateReviewTabSortState = _a.updateReviewTabSortState, exports.initializeReconciliationReviewTabLocalData = _a.initializeReconciliationReviewTabLocalData, exports.updateReviewTabLocalData = _a.updateReviewTabLocalData, exports.saveReconciliationReview = _a.saveReconciliationReview, exports.updateSaveReconciliationReviewFetchStatus = _a.updateSaveReconciliationReviewFetchStatus, exports.updateReconListScrollPosition = _a.updateReconListScrollPosition, exports.updateAccountReconciliationLocalData = _a.updateAccountReconciliationLocalData, exports.deleteAccountStatement = _a.deleteAccountStatement, exports.deleteAccountStatementSuccess = _a.deleteAccountStatementSuccess, exports.deleteAccountStatementFailure = _a.deleteAccountStatementFailure, exports.excludeAccountFromReconciliation = _a.excludeAccountFromReconciliation, exports.excludeAccountFromReconciliationSuccess = _a.excludeAccountFromReconciliationSuccess, exports.excludeAccountFromReconciliationFailure = _a.excludeAccountFromReconciliationFailure, exports.includeAccountInReconciliation = _a.includeAccountInReconciliation, exports.includeAccountInReconciliationSuccess = _a.includeAccountInReconciliationSuccess, exports.includeAccountInReconciliationFailure = _a.includeAccountInReconciliationFailure, exports.uploadAccountStatement = _a.uploadAccountStatement, exports.uploadAccountStatementSuccess = _a.uploadAccountStatementSuccess, exports.uploadAccountStatementFailure = _a.uploadAccountStatementFailure, exports.parseStatement = _a.parseStatement, exports.parseCombinedStatement = _a.parseCombinedStatement, exports.parseStatementSuccess = _a.parseStatementSuccess, exports.parseStatementFailure = _a.parseStatementFailure, exports.reparseStatement = _a.reparseStatement, exports.reparseStatementSuccess = _a.reparseStatementSuccess, exports.reparseStatementFailure = _a.reparseStatementFailure, exports.resetReparseStatementStatus = _a.resetReparseStatementStatus, exports.updateParsedStatementData = _a.updateParsedStatementData, exports.updateStatementUpdateLocalData = _a.updateStatementUpdateLocalData, exports.submitStatementUpdate = _a.submitStatementUpdate, exports.submitCombinedStatementUpdate = _a.submitCombinedStatementUpdate, exports.submitStatementUpdateSuccess = _a.submitStatementUpdateSuccess, exports.submitStatementUpdateFailure = _a.submitStatementUpdateFailure, exports.clearStatementDateConflict = _a.clearStatementDateConflict, exports.confirmStatementMapping = _a.confirmStatementMapping, exports.confirmStatementMappingSuccess = _a.confirmStatementMappingSuccess, exports.confirmStatementMappingFailure = _a.confirmStatementMappingFailure, exports.updateStatementUploadChosen = _a.updateStatementUploadChosen, exports.updateNodeCollapseState = _a.updateNodeCollapseState;
 // Export reducer
 exports.default = expenseAutomationReconciliationView.reducer;
 function isEntityStatementParsing(reconciliation) {
@@ -835,6 +925,7 @@ function isEntityStatementParseTerminal(reconciliation) {
         statusCode === 'parsing_failed' ||
         statusCode === 'validation_failed' ||
         statusCode === 'processing_failed' ||
+        statusCode === 'parsed_awaiting_mapping' ||
         statusCode === 'deleting' ||
         statusCode === 'deleted');
 }
@@ -970,6 +1061,13 @@ 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
@@ -1068,6 +1166,11 @@ 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/view/expenseAutomationView/selectorTypes/reconciliationViewSelectorTypes.d.ts

@@ -9,7 +9,7 @@ import { BankStatusCodeType } from '../../../entity/accountRecon/accountReconSta
 import { ClassBase } from '../../../entity/class/classState';
 import { Vendor } from '../../../entity/vendor/vendorState';
 import { PlaidConnectionDetails } from '../../spendManagement/plaidAccount/plaidAccountViewState';
-import { AccountReconciliationLocalData, ActionFetchStates, ParsedStatementData, ReconListUIState, ReconciliationTabsState, ReconciliationViewSummary, ReconciliationViewTabType, StatementDateConflict, StatementTransaction } from '../types/reconciliationViewState';
+import { AccountReconciliationLocalData, ActionFetchStates, ConfirmStatementMappingConflict, ConfirmedCombinedStatementUpload, ParsedStatementData, ReconListUIState, ReconciliationTabsState, ReconciliationViewSummary, ReconciliationViewTabType, StatementDateConflict, StatementTransaction } from '../types/reconciliationViewState';
 export declare const ALL_ACCOUNT_RECON_SECTION_IDS: readonly ["assets", "liabilities"];
 export declare const toAccountReconSectionID: (v: string) => "assets" | "liabilities";
 export type AccountReconSectionID = ReturnType<typeof toAccountReconSectionID>;
@@ -55,6 +55,8 @@ export interface AccountReconciliationBySection {
 export interface AccountReconciliationByAccount {
     accountConnectionStatus: BankStatusCodeType;
     accountReconEntity: AccountReconciliationEntity;
+    confirmStatementMappingConflict: ConfirmStatementMappingConflict | null;
+    confirmStatementMappingStatus: FetchStateAndError;
     connectionInProgress: boolean;
     localData: AccountReconciliationLocalData;
     refreshStatus: FetchStateAndError;
@@ -72,6 +74,8 @@ export interface AccountReconciliationByAccount {
     accountDetectionReason?: string;
     /** Unfiltered parsed transactions for PDF citation highlights. */
     allCitationTransactions?: StatementTransaction[];
+    combinedStatementGroupId?: string;
+    confirmedCombinedStatementUploads?: ConfirmedCombinedStatementUpload[];
     parsedStatementData?: ParsedStatementData;
     paymentAccountId?: ID;
     statementProcessingStartedAtMs?: number;

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

@@ -1,7 +1,9 @@
 import { ID } from '../../../commonStateTypes/common';
 import { ReportIDPlusForecastID } from '../../../commonStateTypes/viewAndReport/viewAndReport';
+import { AccountBase } from '../../../entity/account/accountState';
 import { RootState } from '../../../reducer';
-import { ExpenseAutomationReconciliationViewSelector } from '../selectorTypes/reconciliationViewSelectorTypes';
+import { AccountReconciliationByAccount, ExpenseAutomationReconciliationViewSelector } from '../selectorTypes/reconciliationViewSelectorTypes';
 export declare const getExpenseAutomationReconciliationView: (state: RootState) => ExpenseAutomationReconciliationViewSelector;
 export declare const getReparseStatementStatusByAccountId: (state: RootState, accountId: ID) => import("../../../commonStateTypes/common").FetchStateAndError;
+export declare function getLedgerAccountsForCombinedStatementMapping(accountReconciliationsByAccountID: Record<ID, AccountReconciliationByAccount>): AccountBase[];
 export declare const isAccountReconReport: (reportId: ReportIDPlusForecastID) => boolean;

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

@@ -4,6 +4,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.isAccountReconReport = exports.getReparseStatementStatusByAccountId = exports.getExpenseAutomationReconciliationView = void 0;
+exports.getLedgerAccountsForCombinedStatementMapping = getLedgerAccountsForCombinedStatementMapping;
 const toolkit_1 = require("@reduxjs/toolkit");
 const big_js_1 = __importDefault(require("big.js"));
 const keys_1 = __importDefault(require("lodash/keys"));
@@ -251,8 +252,23 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
         }
         const accountReconState = accountReconForMonthYearPeriod.reconciliationByAccountID[accountID];
         const rawParsedStatementData = accountReconState.parsedStatementData;
-        const statementUpdateLocalData = accountReconState.localData?.statementUpdateLocalData;
-        const parsedStatementDataForView = (0, statementParseViewSelector_1.getParsedStatementDataForView)(rawParsedStatementData, statementUpdateLocalData);
+        const statementUpdateLocalDataByUploadId = accountReconState.localData?.statementUpdateLocalDataByUploadId;
+        const statementAccountScope = accountReconState.localData?.statementAccountScope;
+        const parsedStatementDataForView = (0, statementParseViewSelector_1.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 (0, statementParseViewSelector_1.getStatementTransactionPeriodById)(statementUpload.statementTransactions, statementUpload.statementMeta, localMeta);
+            }))
+            : undefined;
         reconList[accountID] = {
             accountConnectionStatus: accountConnectionStatus.status,
             paymentAccountId: accountConnectionStatus.paymentAccountId,
@@ -263,6 +279,10 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
             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,
@@ -273,11 +293,8 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
             statementProcessingTotalDurationSeconds: accountReconState.statementProcessingTotalDurationSeconds,
             statementProcessingFailed: accountReconState.statementProcessingFailed,
             parsedStatementData: parsedStatementDataForView,
-            allCitationTransactions: rawParsedStatementData?.statementUpload?.statementTransactions,
-            statementTransactionPeriodById: rawParsedStatementData?.statementUpload != null
-                ? (0, statementParseViewSelector_1.getStatementTransactionPeriodById)(rawParsedStatementData.statementUpload.statementTransactions, rawParsedStatementData.statementUpload.statementMeta, accountReconState.localData?.statementUpdateLocalData
-                    ?.statementMeta)
-                : undefined,
+            allCitationTransactions,
+            statementTransactionPeriodById,
             transactionFetchState: (0, reduceFetchState_1.reduceAnyFetchState)([
                 accountReconState.transactionFetchState,
                 accountListState.byReportId.accountList,
@@ -347,6 +364,8 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
                 statementParseStatus: { fetchState: 'Not-Started' },
                 reparseStatementStatus: { fetchState: 'Not-Started' },
                 statementDateConflict: null,
+                confirmStatementMappingStatus: { fetchState: 'Not-Started' },
+                confirmStatementMappingConflict: null,
                 localData: {},
                 connectionInProgress: false,
                 statementParseInProgress: false,
@@ -464,6 +483,9 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
 const getReparseStatementStatusByAccountId = (state, accountId) => (0, exports.getExpenseAutomationReconciliationView)(state)
     .accountReconciliationsByAccountID[accountId]?.reparseStatementStatus;
 exports.getReparseStatementStatusByAccountId = getReparseStatementStatusByAccountId;
+function getLedgerAccountsForCombinedStatementMapping(accountReconciliationsByAccountID) {
+    return Object.values(accountReconciliationsByAccountID).map((accountReconciliation) => accountReconciliation.accountReconEntity.account);
+}
 const isAccountReconReport = (reportId) => {
     return reportId.endsWith('reconciliation');
 };

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

@@ -1,4 +1,5 @@
-import { ParsedStatementData, StatementMeta, StatementTransaction, StatementUpdateLocalData } from '../types/reconciliationViewState';
+import { ParsedStatementData, StatementAccountScope, StatementMeta, StatementTransaction, StatementUpdateLocalData, StatementUpload } from '../types/reconciliationViewState';
+export declare function getStatementUploadsFromParsedData(parsedStatementData: ParsedStatementData | undefined): StatementUpload[];
 export interface StatementPeriod {
     statementEndDate: string;
     statementStartDate: string;
@@ -6,7 +7,7 @@ export interface StatementPeriod {
 export declare const getEffectiveStatementPeriod: (parsedMeta: StatementMeta, localMeta: StatementMeta | undefined) => StatementPeriod;
 export declare const isStatementTransactionInPeriod: (transactionDate: string, statementStartDate: string, statementEndDate: string) => boolean;
 export declare const filterStatementTransactionsByPeriod: (transactions: StatementTransaction[], statementPeriod: StatementPeriod) => StatementTransaction[];
-export declare const getParsedStatementDataForView: (parsedStatementData: ParsedStatementData | undefined, statementUpdateLocalData: StatementUpdateLocalData | undefined) => ParsedStatementData | undefined;
+export declare const getParsedStatementDataForView: (parsedStatementData: ParsedStatementData | undefined, statementUpdateLocalDataByUploadId?: Record<string, StatementUpdateLocalData>, statementAccountScope?: StatementAccountScope) => ParsedStatementData | undefined;
 export declare const getStatementTransactionPeriodById: (allParsedTransactions: StatementTransaction[], parsedMeta: StatementMeta, localMeta: StatementMeta | undefined) => Record<string, boolean>;
 export declare const getDateFilteredDeletedTransactionIds: (allParsedTransactions: StatementTransaction[], statementPeriod: StatementPeriod) => string[];
 export declare const mergeStatementParseDeletedTransactionIds: (originalTransactions: StatementTransaction[], statementPeriod: StatementPeriod, currentTransactionIds: Set<string>) => string[];

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

@@ -1,7 +1,21 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.mergeStatementParseDeletedTransactionIds = exports.getDateFilteredDeletedTransactionIds = exports.getStatementTransactionPeriodById = exports.getParsedStatementDataForView = exports.filterStatementTransactionsByPeriod = exports.isStatementTransactionInPeriod = exports.getEffectiveStatementPeriod = void 0;
+exports.getStatementUploadsFromParsedData = getStatementUploadsFromParsedData;
 const zeniDayJS_1 = require("../../../zeniDayJS");
+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 [];
+}
 const getEffectiveStatementPeriod = (parsedMeta, localMeta) => ({
     statementStartDate: localMeta?.statementStartDate != null && localMeta.statementStartDate !== ''
         ? localMeta.statementStartDate
@@ -31,24 +45,44 @@ const filterStatementTransactionsByPeriod = (transactions, statementPeriod) => {
     return transactions.filter((transaction) => (0, exports.isStatementTransactionInPeriod)(transaction.transactionDate, statementStartDate, statementEndDate));
 };
 exports.filterStatementTransactionsByPeriod = filterStatementTransactionsByPeriod;
-const getParsedStatementDataForView = (parsedStatementData, statementUpdateLocalData) => {
+const getStatementUploadForView = (statementUpload, statementUpdateLocalData) => {
+    const parsedMeta = statementUpload.statementMeta;
+    const localMeta = statementUpdateLocalData?.statementMeta;
+    const effectiveMeta = localMeta ?? parsedMeta;
+    const statementPeriod = (0, exports.getEffectiveStatementPeriod)(parsedMeta, localMeta);
+    return {
+        ...statementUpload,
+        statementMeta: effectiveMeta,
+        statementTransactions: (0, exports.filterStatementTransactionsByPeriod)(statementUpload.statementTransactions, statementPeriod),
+    };
+};
+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 = (0, exports.getEffectiveStatementPeriod)(parsedMeta, localMeta);
+    const uploadId = statementUpload.statementMeta.statementUploadId;
     return {
-        statementUpload: {
-            ...statementUpload,
-            statementMeta: effectiveMeta,
-            statementTransactions: (0, exports.filterStatementTransactionsByPeriod)(statementUpload.statementTransactions, statementPeriod),
-        },
+        statementUpload: getStatementUploadForView(statementUpload, statementUpdateLocalDataByUploadId?.[uploadId]),
     };
 };
 exports.getParsedStatementDataForView = getParsedStatementDataForView;

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

@@ -29,6 +29,9 @@ export interface StatementTransaction {
     transactionDirection: 'debit' | 'credit';
     transactionMemo: string;
 }
+export declare const toStatementBalanceSource: (v: string) => "ocr" | "prior_recon" | "default_zero";
+export type StatementBalanceSource = ReturnType<typeof toStatementBalanceSource>;
+export declare const toStatementBalanceSourceStrict: (v: string | null | undefined) => StatementBalanceSource | undefined;
 export interface StatementMeta {
     closingBalance: number;
     openingBalance: number;
@@ -45,6 +48,10 @@ export interface StatementMeta {
     statementUploadId: string;
     totalDeposits: number;
     totalPayments: number;
+    balanceSource?: StatementBalanceSource;
+    combinedStatementGroupId?: string;
+    isCombinedStatement?: boolean;
+    isCombinedStatementAnchor?: boolean;
 }
 export interface AccountInfo {
     accountId: string;
@@ -92,15 +99,63 @@ export interface AiSummary {
     fieldsCaptured: AiSummaryField[];
     transactionsExtracted: number;
 }
+export interface CombinedStatementAccountSuggestion {
+    accountId: ID;
+    accountName: string;
+    matchConfidence: number;
+    matchedBy: string;
+}
+export interface CombinedStatementAccount {
+    accountName: string;
+    accountType: string;
+    closingBalance: number;
+    isUploadContext: boolean;
+    ledgerIdentifier: string;
+    maskedAccountNumber: string;
+    openingBalance: number;
+    transactionCount: number;
+    existingStatementStatus?: {
+        code: string;
+        label: string;
+    } | null;
+    suggestion?: CombinedStatementAccountSuggestion | null;
+}
+export interface CombinedStatementDetails {
+    accounts: CombinedStatementAccount[];
+    combinedStatementGroupId: string;
+    isMappingConfirmed: boolean;
+    statementUploads: ConfirmedCombinedStatementUpload[];
+}
+export interface ConfirmedCombinedStatementUpload {
+    accountId: ID;
+    isCombinedStatementAnchor: boolean;
+    ledgerIdentifiers: string[];
+    statementUploadId: ID;
+}
+export interface ConfirmStatementMappingConflict {
+    collidingLedgerIdentifiers: string[];
+    collidingAccountId?: ID;
+    previousReconciliationInfo?: PreviousReconciliationInfo | null;
+}
 export interface StatementUpload {
     account: AccountInfo;
     file: FileInfo | null;
     statementMeta: StatementMeta;
     statementTransactions: StatementTransaction[];
     aiSummary?: AiSummary | null;
+    combinedStatementDetails?: CombinedStatementDetails;
 }
 export interface ParsedStatementData {
+    /**
+     * Single-account parse: the only upload.
+     * Combined-account parse: the anchor / PDF-owning upload (also in statementUploads).
+     */
     statementUpload: StatementUpload;
+    /**
+     * Present only for combined multi-account parse responses after mapping.
+     * When set, ParseInfo renders one section per upload.
+     */
+    statementUploads?: StatementUpload[];
 }
 export interface ReconciliationSummaryAccounts {
     done: number;
@@ -264,9 +319,16 @@ export interface StatementTransactionsUpdate {
     deletedIds: string[];
     updated: StatementTransactionForUpdate[];
 }
+/** Client-only totals derived from in-period transactions; not sent on PUT. */
+export interface StatementBalancesFromTransactions {
+    closingBalance: number;
+    totalDeposits: number;
+    totalPayments: number;
+}
 export interface StatementUpdateLocalData {
     statementMeta: StatementMeta;
     statementTransactions: StatementTransactionsUpdate;
+    balancesFromTransactions?: StatementBalancesFromTransactions;
 }
 export interface StatementUpdateLocalDataPayload {
     statement_meta: {
@@ -294,12 +356,20 @@ export interface StatementUpdateLocalDataPayload {
         }>;
     };
 }
+export declare const toStatementAccountScope: (v: string) => "single_account" | "multi_account";
+export type StatementAccountScope = ReturnType<typeof toStatementAccountScope>;
+export declare const toStatementAccountScopeStrict: (v: string | null | undefined) => StatementAccountScope | undefined;
+export declare const STATEMENT_ACCOUNT_SCOPES: readonly StatementAccountScope[];
 export interface AccountReconciliationLocalData {
     accountSource?: ReconciliationAccountSourceType;
-    statementUpdateLocalData?: StatementUpdateLocalData;
+    statementAccountScope?: StatementAccountScope;
+    /** Confirm & Save drafts keyed by statementUploadId (single and combined). */
+    statementUpdateLocalDataByUploadId?: Record<string, StatementUpdateLocalData>;
 }
 export interface AccountReconciliationDataWithTransactionFetchState {
     accountId: ID;
+    confirmStatementMappingConflict: ConfirmStatementMappingConflict | null;
+    confirmStatementMappingStatus: FetchStateAndError;
     localData: AccountReconciliationLocalData;
     refreshStatus: FetchStateAndError;
     reparseStatementStatus: FetchStateAndError;
@@ -319,6 +389,9 @@ export interface AccountReconciliationDataWithTransactionFetchState {
     statementUploadStatus: FetchStateAndError;
     transactionFetchState: FetchStateAndError;
     accountDetectionReason?: string;
+    /** Persisted after mapping confirm for batch GET / group pusher resolution. */
+    combinedStatementGroupId?: string;
+    confirmedCombinedStatementUploads?: ConfirmedCombinedStatementUpload[];
     parsedStatementData?: ParsedStatementData;
     reconciliationId?: ID;
     /** Wall-clock start used to recompute UI step progress after backgrounding. */

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

@@ -1,8 +1,17 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.toReconciliationTabsType = exports.toReconcileActions = exports.RECONCILE_ACTIONS = void 0;
+exports.STATEMENT_ACCOUNT_SCOPES = exports.toStatementAccountScopeStrict = exports.toStatementAccountScope = exports.toReconciliationTabsType = exports.toReconcileActions = exports.RECONCILE_ACTIONS = exports.toStatementBalanceSourceStrict = exports.toStatementBalanceSource = void 0;
 exports.toReconciliationViewSummary = toReconciliationViewSummary;
 const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
+const ALL_STATEMENT_BALANCE_SOURCES = [
+    'ocr',
+    'prior_recon',
+    'default_zero',
+];
+const toStatementBalanceSource = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_STATEMENT_BALANCE_SOURCES);
+exports.toStatementBalanceSource = toStatementBalanceSource;
+const toStatementBalanceSourceStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v ?? '', ALL_STATEMENT_BALANCE_SOURCES);
+exports.toStatementBalanceSourceStrict = toStatementBalanceSourceStrict;
 function toReconciliationViewSummary(payload) {
     return {
         accounts: {
@@ -65,3 +74,12 @@ const RECON_REVIEW_SORT_KEYS = [
 ];
 // eslint-disable-next-line @typescript-eslint/no-unused-vars
 const toReconReviewSortKey = (v) => (0, stringToUnion_1.stringToUnion)(v, RECON_REVIEW_SORT_KEYS);
+const ALL_STATEMENT_ACCOUNT_SCOPES = [
+    'single_account',
+    'multi_account',
+];
+const toStatementAccountScope = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_STATEMENT_ACCOUNT_SCOPES);
+exports.toStatementAccountScope = toStatementAccountScope;
+const toStatementAccountScopeStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v ?? '', ALL_STATEMENT_ACCOUNT_SCOPES);
+exports.toStatementAccountScopeStrict = toStatementAccountScopeStrict;
+exports.STATEMENT_ACCOUNT_SCOPES = ALL_STATEMENT_ACCOUNT_SCOPES;