@zeniai/client-epic-state 5.2.9 → 5.2.10

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

@@ -4,6 +4,8 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.isAccountReconReport = exports.getReparseStatementStatusByAccountId = exports.getExpenseAutomationReconciliationView = void 0;
+exports.getLedgerAccountsForCombinedStatementMapping = getLedgerAccountsForCombinedStatementMapping;
+exports.getUnavailableLedgerAccountIds = getUnavailableLedgerAccountIds;
 const toolkit_1 = require("@reduxjs/toolkit");
 const big_js_1 = __importDefault(require("big.js"));
 const keys_1 = __importDefault(require("lodash/keys"));
@@ -19,7 +21,7 @@ const zeniDayJS_1 = require("../../../zeniDayJS");
 const accountListSelector_1 = require("../../accountList/accountListSelector");
 const classListSelector_1 = require("../../classList/classListSelector");
 const reconciliationViewReducer_1 = require("../reducers/reconciliationViewReducer");
-const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
+const getAllStepsHelper_1 = require("./getAllStepsHelper");
 const statementParseViewSelector_1 = require("./statementParseViewSelector");
 exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((state) => state, (state) => (0, tenantSelector_1.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;
@@ -251,8 +253,23 @@ 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 +280,10 @@ 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 +294,8 @@ 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 +365,8 @@ 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,
@@ -401,7 +421,7 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
         return (0, omit_1.default)(classData, ['accountIds', 'key']);
     });
     const allSteps = selectedPeriod != null
-        ? (0, expenseAutomationViewSelectorTypes_1.getAllSteps)(monthEndCloseChecksState, (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod), currentTenant.tenantId)
+        ? (0, getAllStepsHelper_1.getAllSteps)(monthEndCloseChecksState, (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod), currentTenant.tenantId)
         : [];
     const reconciliationCompletionStatus = allSteps.find((step) => step.step === 'reconciliation')?.completionStatus;
     const completionStatus = reconciliationCompletionStatus ?? 'incomplete';
@@ -464,6 +484,19 @@ 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 UNAVAILABLE_LEDGER_ACCOUNT_RECON_STATUSES = new Set(['in_progress', 'reconciled', 'reconciled_on_qbo']);
+function getUnavailableLedgerAccountIds(accountReconciliationsByAccountID) {
+    return Object.values(accountReconciliationsByAccountID)
+        .filter((accountReconciliation) => {
+        const statusCode = accountReconciliation.accountReconEntity.reconciliationStatus?.code;
+        return (statusCode != null &&
+            UNAVAILABLE_LEDGER_ACCOUNT_RECON_STATUSES.has(statusCode));
+    })
+        .map((accountReconciliation) => accountReconciliation.accountReconEntity.account.accountId);
+}
 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/selectors/transactionCategorizationSelector.d.ts

@@ -1,6 +1,6 @@
 import { ID } from '../../../commonStateTypes/common';
 import { TransactionWithCOT } from '../../../entity/transaction/stateTypes/transaction';
-import { RootState } from '../../../reducer';
+import { RootState } from '../../../rootStateTypes';
 import { ExpenseAutomationTransactionViewSelector, TransactionReviewLocalDataSelectorView } from '../selectorTypes/transactionsViewSelectorTypes';
 import { TransactionView } from '../transactionFilterHelpers';
 export declare const getCategorizationInFlightRecommendationsByTransactionId: (state: RootState) => Record<ID, boolean>;

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

@@ -15,8 +15,8 @@ const accountListSelector_1 = require("../../accountList/accountListSelector");
 const classListSelector_1 = require("../../classList/classListSelector");
 const createTransferEntrySelector_1 = require("../../createTransferEntry/createTransferEntrySelector");
 const projectListSelector_1 = require("../../projectList/projectListSelector");
-const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
 const transactionFilterHelpers_1 = require("../transactionFilterHelpers");
+const getAllStepsHelper_1 = require("./getAllStepsHelper");
 // Walks the tab's transactionReviewLocalDataById map and returns
 // `{ [transactionId]: true }` for every transaction that has at least
 // one line whose targeted-fetch is In-Progress. Pulled out as a plain
@@ -210,7 +210,7 @@ function getExpenseAutomationTransactionView(state) {
         },
     };
     const allSteps = monthYearPeriodId != null
-        ? (0, expenseAutomationViewSelectorTypes_1.getAllSteps)(monthEndCloseChecksState, monthYearPeriodId, currentTenant.tenantId)
+        ? (0, getAllStepsHelper_1.getAllSteps)(monthEndCloseChecksState, monthYearPeriodId, currentTenant.tenantId)
         : [];
     const transactionCompletionStatus = allSteps.find((step) => step.step === 'transaction_categorization')?.completionStatus;
     const completionStatus = transactionCompletionStatus ?? 'incomplete';

package/lib/view/expenseAutomationView/transactionFilterHelpers.d.ts

@@ -13,32 +13,13 @@ import { TransactionType } from '../../entity/transaction/stateTypes/transaction
 import { SupportedTransactionWithCOT } from '../../entity/transaction/transactionState';
 import { ZeniDate } from '../../zeniDayJS';
 import { TransactionReviewLocalDataSelectorView } from './selectorTypes/transactionsViewSelectorTypes';
+import { TransactionFilters } from './transactionFilterTypes';
 /**
  * Re-exported here so the CES barrel can pull TC's primitives from the
  * Expense Automation surface without reaching into `commonStateTypes`
  * directly — keeps the barrel's existing import topology stable.
  */
 export type { CategoryCombinationOperator, FilterCategoryType };
-export type TransactionFilterEntityType = 'transaction_categorization' | 'customer' | 'vendor' | 'merchant';
-export type TransactionFilterCategoryField = 'payment_account_name' | 'payment_account_type' | 'payee' | 'category' | 'class' | 'amount';
-export interface TransactionFilterCategoryDropdownOption {
-    value: TransactionFilterCategoryField;
-    multiple?: boolean;
-    type?: FilterCategoryType;
-}
-export declare const TRANSACTION_FILTER_CATEGORIES: TransactionFilterCategoryDropdownOption[];
-/** Amount filter operators for transaction_categorization. */
-export type TransactionFilterAmountMatchingOperator = 'equal' | 'not_equal' | 'less_than' | 'greater_than' | 'in_between';
-export interface TransactionFilterCategory {
-    field: TransactionFilterCategoryField;
-    matchingOperator: TransactionFilterAmountMatchingOperator;
-    values: (string | number)[];
-    valuesCombinationOperator: 'ANY';
-}
-export interface TransactionFilters {
-    categories: TransactionFilterCategory[];
-    categoryCombinationOperator: CategoryCombinationOperator;
-}
 export interface TransactionView {
     amount: Amount;
     createTime: ZeniDate;

package/lib/view/expenseAutomationView/transactionFilterHelpers.js

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.applyTransactionFilters = exports.TRANSACTION_FILTER_CATEGORIES = void 0;
+exports.applyTransactionFilters = void 0;
 /**
  * Narrowing type-guard for "has a non-empty string here". Used in place of
  * raw `if (foo)` truthiness checks on `string | null | undefined` values so
@@ -23,14 +23,6 @@ const getFirstLineItemFromReviewLocalData = (localData) => {
     const lineItems = Object.values(lineItemById);
     return lineItems.length > 0 ? lineItems[0] : undefined;
 };
-exports.TRANSACTION_FILTER_CATEGORIES = [
-    { value: 'payment_account_name', type: 'dropdown' },
-    { value: 'payment_account_type', type: 'dropdown' },
-    { value: 'payee', type: 'searchAutocomplete' },
-    { value: 'category', type: 'dropdown' },
-    { value: 'class', type: 'dropdown' },
-    { value: 'amount', type: 'numberRange' },
-];
 /**
  * Per-line amounts for a transaction, preserving the canonical source
  * precedence:

package/lib/view/expenseAutomationView/transactionFilterTypes.d.ts

@@ -0,0 +1,21 @@
+import { CategoryCombinationOperator, FilterCategoryType } from '../../commonStateTypes/filterPrimitives';
+export type TransactionFilterEntityType = 'transaction_categorization' | 'customer' | 'vendor' | 'merchant';
+export type TransactionFilterCategoryField = 'payment_account_name' | 'payment_account_type' | 'payee' | 'category' | 'class' | 'amount';
+export interface TransactionFilterCategoryDropdownOption {
+    value: TransactionFilterCategoryField;
+    multiple?: boolean;
+    type?: FilterCategoryType;
+}
+export declare const TRANSACTION_FILTER_CATEGORIES: TransactionFilterCategoryDropdownOption[];
+/** Amount filter operators for transaction_categorization. */
+export type TransactionFilterAmountMatchingOperator = 'equal' | 'not_equal' | 'less_than' | 'greater_than' | 'in_between';
+export interface TransactionFilterCategory {
+    field: TransactionFilterCategoryField;
+    matchingOperator: TransactionFilterAmountMatchingOperator;
+    values: (string | number)[];
+    valuesCombinationOperator: 'ANY';
+}
+export interface TransactionFilters {
+    categories: TransactionFilterCategory[];
+    categoryCombinationOperator: CategoryCombinationOperator;
+}

package/lib/view/expenseAutomationView/transactionFilterTypes.js

@@ -0,0 +1,11 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.TRANSACTION_FILTER_CATEGORIES = void 0;
+exports.TRANSACTION_FILTER_CATEGORIES = [
+    { value: 'payment_account_name', type: 'dropdown' },
+    { value: 'payment_account_type', type: 'dropdown' },
+    { value: 'payee', type: 'searchAutocomplete' },
+    { value: 'category', type: 'dropdown' },
+    { value: 'class', type: 'dropdown' },
+    { value: 'amount', type: 'numberRange' },
+];

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

@@ -1,4 +1,4 @@
-export declare const toCompletedSubTab: (v: string) => "all" | "manual" | "ai_accountant";
+export declare const toCompletedSubTab: (v: string) => "all" | "ai_accountant" | "manual";
 export type CompletedSubTab = ReturnType<typeof toCompletedSubTab>;
 /**
  * "No sub-tab filter" sentinel — single source of truth for the default

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

@@ -5,7 +5,7 @@ import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderType
 import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { PageToken } from '../../../commonStateTypes/viewAndReport/viewAndReport';
 import { ZeniDate } from '../../../zeniDayJS';
-import { FluxAnalysisSectionType } from '../selectorTypes/fluxAnalysisViewSelectorTypes';
+export type FluxAnalysisSectionType = 'generalExpense' | 'reimbursement';
 declare const toFluxAnalysisSortKey: (v: string) => "vendor" | "status" | "variance";
 export type FluxAnalysisSortKey = ReturnType<typeof toFluxAnalysisSortKey>;
 export type FluxAnalysisActionType = 'review' | 'unreview';

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

@@ -6,9 +6,9 @@ import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { AccountBase } from '../../../entity/account/accountState';
 import { JEScheduleTransactionKey, ScheduleTypes } from '../../../entity/jeSchedules/jeSchedulesTypes';
 import { VendorBase } from '../../../entity/vendor/vendorState';
-export declare const toJEScheduleSortKey: (v: string) => "type" | "vendor" | "category" | "class" | "memo" | "transactionDate" | "totalAmount" | "runningBalance" | "depCategory" | "scheduleCategory" | "startMonth" | "amortizationPeriod" | "jePostingDate" | "remainingMonths";
+export declare const toJEScheduleSortKey: (v: string) => "type" | "vendor" | "category" | "class" | "memo" | "depCategory" | "scheduleCategory" | "startMonth" | "amortizationPeriod" | "jePostingDate" | "remainingMonths" | "runningBalance" | "totalAmount" | "transactionDate";
 export type JEScheduleSortKey = ReturnType<typeof toJEScheduleSortKey>;
-export declare const toJEScheduleMainTab: (v: string) => "completed" | "pending_review" | "ongoing";
+export declare const toJEScheduleMainTab: (v: string) => "pending_review" | "completed" | "ongoing";
 export type JEScheduleMainTab = ReturnType<typeof toJEScheduleMainTab>;
 export interface JESchedulesViewUIState {
     scrollPosition: {

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

@@ -2,7 +2,7 @@ import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/
 import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { CompletedSubTab } from './completedSubTab';
-export declare const toMissingReceiptsSortKey: (v: string) => "date" | "vendor" | "amount" | "category" | "class";
+export declare const toMissingReceiptsSortKey: (v: string) => "date" | "vendor" | "category" | "class" | "amount";
 export type MissingReceiptsSortKey = ReturnType<typeof toMissingReceiptsSortKey>;
 export interface MissingReceiptsViewUIState {
     scrollPosition: {
@@ -18,7 +18,7 @@ export interface MissingReceiptsViewUIState {
  * Kept in sync with `ManualSearchInput` in web-components (fires search only when length ≥ this).
  */
 export declare const MIN_MANUAL_TRANSACTION_SEARCH_LENGTH = 2;
-export declare const toBatchStatusValue: (v: string) => "processing" | "completed" | "pending";
+export declare const toBatchStatusValue: (v: string) => "pending" | "completed" | "processing";
 export type BatchStatusValue = ReturnType<typeof toBatchStatusValue>;
 /** Canonical batch file statuses (API ingress may use aliases; see `parseBatchFileStatus`). */
 export declare const BATCH_FILE_STATUSES: readonly ["exact_match", "possible_matches", "no_match", "failed"];
@@ -34,7 +34,7 @@ export declare const toMissingReceiptsTab: (v: string) => "completed" | "unmatch
 export type MissingReceiptsTab = ReturnType<typeof toMissingReceiptsTab>;
 export declare const toMatchSource: (v: string) => "manual" | "ai";
 export type MatchSource = ReturnType<typeof toMatchSource>;
-export declare const toBulkUploadSortKey: (v: string) => "date" | "vendor" | "amount" | "category" | "class";
+export declare const toBulkUploadSortKey: (v: string) => "date" | "vendor" | "category" | "class" | "amount";
 export type BulkUploadSortKey = ReturnType<typeof toBulkUploadSortKey>;
 export interface CandidateRef {
     matchScore: number;

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

@@ -7,7 +7,6 @@ import { BankStatusCodeType } from '../../../entity/accountRecon/accountReconSta
 import { CustomerBase } from '../../../entity/customer/customerState';
 import { VendorBase } from '../../../entity/vendor/vendorState';
 import { ZeniAPIStatus } from '../../../responsePayload';
-import { ReconciliationSummaryPayload } from '../payload/reconciliationPayload';
 export interface PolygonPoint {
     x: number;
     y: number;
@@ -29,6 +28,9 @@ 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 +47,10 @@ export interface StatementMeta {
     statementUploadId: string;
     totalDeposits: number;
     totalPayments: number;
+    balanceSource?: StatementBalanceSource;
+    combinedStatementGroupId?: string;
+    isCombinedStatement?: boolean;
+    isCombinedStatementAnchor?: boolean;
 }
 export interface AccountInfo {
     accountId: string;
@@ -92,15 +98,63 @@ 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;
@@ -131,7 +185,6 @@ export interface ReconciliationViewSummary {
     timeSavedPercentage: number;
     progressBar?: ReconciliationSummaryProgressBar;
 }
-export declare function toReconciliationViewSummary(payload: ReconciliationSummaryPayload): ReconciliationViewSummary;
 export declare const RECONCILE_ACTIONS: readonly ["reconcile", "save_reconcile_for_later", "exclude"];
 export declare const toReconcileActions: (v: string) => "reconcile" | "save_reconcile_for_later" | "exclude";
 export type ReconcileActionType = ReturnType<typeof toReconcileActions>;
@@ -145,9 +198,9 @@ export interface SaveReconciliationDetailFailurePayload {
     error: ZeniAPIStatus;
     fetchStateByAction: SaveReconcileDetailActionPayload;
 }
-export declare const toReconciliationTabsType: (v: string) => "reconcile" | "review";
+export declare const toReconciliationTabsType: (v: string) => "review" | "reconcile";
 export declare type ReconciliationViewTabType = ReturnType<typeof toReconciliationTabsType>;
-declare const toReconReconcileSortKeysType: (v: string) => "type" | "date" | "amount" | "account" | "memo" | "clearedDate" | "payee" | "transactionDirection" | "recommended";
+declare const toReconReconcileSortKeysType: (v: string) => "type" | "date" | "amount" | "memo" | "account" | "clearedDate" | "payee" | "transactionDirection" | "recommended";
 export declare type ReconReconcileSortKey = ReturnType<typeof toReconReconcileSortKeysType>;
 export interface ReconciliationReconcileTabLocalData {
     selectedTransactionIds: ID[];
@@ -264,9 +317,16 @@ 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 +354,20 @@ 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 +387,9 @@ 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

@@ -1,37 +1,16 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.toReconciliationTabsType = exports.toReconcileActions = exports.RECONCILE_ACTIONS = void 0;
-exports.toReconciliationViewSummary = toReconciliationViewSummary;
+exports.STATEMENT_ACCOUNT_SCOPES = exports.toStatementAccountScopeStrict = exports.toStatementAccountScope = exports.toReconciliationTabsType = exports.toReconcileActions = exports.RECONCILE_ACTIONS = exports.toStatementBalanceSourceStrict = exports.toStatementBalanceSource = void 0;
 const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
-function toReconciliationViewSummary(payload) {
-    return {
-        accounts: {
-            done: payload.accounts.done,
-            failed: payload.accounts.failed,
-            inProgress: payload.accounts.in_progress,
-            total: payload.accounts.total,
-        },
-        accountsToConnectCount: payload.accounts_to_connect_count,
-        autoMatched: {
-            matchedTxns: payload.auto_matched.matched_txns,
-            totalTxns: payload.auto_matched.total_txns,
-        },
-        needsReview: {
-            accountCount: payload.needs_review.account_count,
-            txnCount: payload.needs_review.txn_count,
-        },
-        timeSavedHours: 0,
-        timeSavedPercentage: payload.time_saved_percentage,
-        progressBar: payload.progress_bar != null
-            ? {
-                aiPercentageShare: payload.progress_bar.ai_percentage_share,
-                completePercentage: payload.progress_bar.complete_percentage,
-                humanPercentageShare: payload.progress_bar.human_percentage_share,
-                remainingPercentage: payload.progress_bar.remaining_percentage,
-            }
-            : undefined,
-    };
-}
+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;
 exports.RECONCILE_ACTIONS = [
     'reconcile',
     'save_reconcile_for_later',
@@ -65,3 +44,12 @@ 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;