@zeniai/client-epic-state 4.18.29 → 4.18.30

package/lib/index.d.ts

@@ -846,7 +846,7 @@ export { AiCfoSelectorView, getAllQuestionAnswersForChatSession, getQuestionAnsw
 export { AiCfoQuestionWithAnswer, AiCfoAnswerParagraph, AiCfoAnswerStateType, AiCfoChartType, AiCfoAnswerResponseType, TableVisualization, ChartVisualization, AiCfoVisualization, AiCfoVisualizationType, AiCfoState, ChatSession, ALL_AI_CFO_CHARTS_TYPES, ALL_AI_CFO_VISUALIZATION_TYPES, ALL_AI_CFO_ANSWER_STATE_TYPES, ALL_AI_CFO_ANSWER_RESPONSE_TYPES, toAiCfoVisualizationType, toAiCfoVisualizationTypeStrict, toAiCfoChartType, toAiCfoChartTypeStrict, toAiCfoAnswerStateType, toAiCfoAnswerStateTypeStrict, toAiCfoAnswerResponseType, toAiCfoAnswerResponseTypeStrict, ChatSessionWithMessages, ResponseBlockBase, AnswerContentBlockBase, QuestionContentBlockBase, ResponseBlockType, toMessageSender, toMessageType, MessageSender, MessageType, } from './entity/aiCfo/aiCfoState';
 export { fetchTreasuryOverviewDetail, updateTreasuryTransactionListUIState, } from './view/spendManagement/treasury/treasuryList/treasuryDetailReducer';
 export { TreasuryDetailSelectorView, getTreasuryDetail, } from './view/spendManagement/treasury/treasuryList/treasuryDetailSelector';
-export { TreasuryListUIState, TreasuryViewSortKey, TreasuryTransaction, } from './view/spendManagement/treasury/treasuryList/treasuryDetailState';
+export { TreasuryListUIState, TreasuryViewSortKey, TreasuryTransaction, FundAllocation, } from './view/spendManagement/treasury/treasuryList/treasuryDetailState';
 export { executeTreasuryTransferMoney, updateTreasuryTransferMoneyLocalData, clearTreasuryTransferMoney, } from './view/spendManagement/treasury/treasuryTransferMoney/treasuryTransferMoneyReducer';
 export { TreasuryTransferMoneySelectorView, getTreasuryTransferMoney, } from './view/spendManagement/treasury/treasuryTransferMoney/treasuryTransferMoneySelector';
 export { TreasuryTransferMoneyLocalData, TreasuryTransferMoneyState, TreasuryAccount, } from './view/spendManagement/treasury/treasuryTransferMoney/treasuryTransferMoneyState';

package/lib/view/spendManagement/treasury/treasuryList/treasuryDetailPayload.d.ts

@@ -1,27 +1,19 @@
 import { ZeniAPIResponse } from '../../../../responsePayload';
 import { AccountHistoryWithBalance } from './treasuryDetailState';
+interface AmountPayload {
+    amount: number;
+    currency_code: string;
+    currency_symbol: string;
+}
 interface TreasuryDetailPayload {
     treasury_account: {
-        available_balance: {
-            amount: number;
-            currency_code: string;
-            currency_symbol: string;
-        };
-        insured_funds: {
-            amount: number;
-            currency_code: string;
-            currency_symbol: string;
-        };
-        processing_transactions_balance: {
-            amount: number;
-            currency_code: string;
-            currency_symbol: string;
-        };
-        total_yield: {
-            amount: number;
-            currency_code: string;
-            currency_symbol: string;
+        available_balance: AmountPayload;
+        fund_code_to_portfolio_value: {
+            [fundCode: string]: AmountPayload;
         };
+        insured_funds: AmountPayload;
+        processing_transactions_balance: AmountPayload;
+        total_yield: AmountPayload;
     };
 }
 export type FetchTreasuryDetailResponse = ZeniAPIResponse<TreasuryDetailPayload>;

package/lib/view/spendManagement/treasury/treasuryList/treasuryDetailReducer.js

@@ -115,6 +115,11 @@ const treasuryDetail = (0, toolkit_1.createSlice)({
         fetchTreasurySummarySuccess(draft, action) {
             const { data } = action.payload;
             if (data === null || data === void 0 ? void 0 : data.data) {
+                let fundAllocations = undefined;
+                fundAllocations = Object.entries(data.data.treasury_account.fund_code_to_portfolio_value).map(([fundCode, amountPayload]) => ({
+                    fundCode,
+                    amount: (0, amount_1.toAmount)(amountPayload.amount, amountPayload.currency_code, amountPayload.currency_symbol),
+                }));
                 const summary = {
                     insuredFunds: (0, amount_1.toAmount)(data.data.treasury_account.insured_funds.amount, data.data.treasury_account.insured_funds.currency_code, data.data.treasury_account.insured_funds.currency_symbol),
                     totalYield: (0, amount_1.toAmount)(data.data.treasury_account.total_yield.amount, data.data.treasury_account.total_yield.currency_code, data.data.treasury_account.total_yield.currency_symbol),
@@ -124,6 +129,7 @@ const treasuryDetail = (0, toolkit_1.createSlice)({
                         .currency_symbol),
                     totalBalance: (0, amount_1.toAmount)(data.data.treasury_account.available_balance.amount +
                         data.data.treasury_account.processing_transactions_balance.amount, data.data.treasury_account.available_balance.currency_code, data.data.treasury_account.available_balance.currency_symbol),
+                    fundAllocations,
                 };
                 draft.accountSummary = summary;
                 draft.fetchState = 'Completed';

package/lib/view/spendManagement/treasury/treasuryList/treasuryDetailState.d.ts

@@ -20,8 +20,13 @@ export interface TreasuryTransaction {
     id: ID;
     status: TreasuryTransactionStatus;
 }
+export interface FundAllocation {
+    amount: Amount;
+    fundCode: string;
+}
 export interface TreasurySummaryWithBalance {
     availableBalance: Amount;
+    fundAllocations: FundAllocation[];
     insuredFunds: Amount;
     processingBalance: Amount;
     totalBalance: Amount;

package/lib/view/spendManagement/treasury/treasuryTransferMoney/treasuryTransferMoneySelector.js

@@ -26,6 +26,7 @@ const getTreasuryTransferMoney = (state) => {
         label: 'Treasury',
         id: 'treasury',
         balance: (_a = treasuryDetailState.accountSummary) === null || _a === void 0 ? void 0 : _a.availableBalance,
+        fundAllocations: getValidFundAllocations(treasuryDetailState.accountSummary, treasurySetupViewState.treasuryFundsDetails.fundsDetails),
     };
     const allRequiredDataFetchState = (0, reduceFetchState_1.reduceAllFetchState)([
         depositAccountsView,
@@ -53,3 +54,19 @@ const getTreasuryTransferMoney = (state) => {
     };
 };
 exports.getTreasuryTransferMoney = getTreasuryTransferMoney;
+const getValidFundAllocations = (summary, fundsDetails) => {
+    var _a, _b;
+    // there could be entries in the allocations that are not in the fundsDetails. eg - 'CASH_USD'. These need to be ignored.
+    const FUND_ALLOCATION_TOLERANCE = 5;
+    const validFundCodes = new Set((fundsDetails !== null && fundsDetails !== void 0 ? fundsDetails : []).map((fund) => fund.fundCode));
+    const allocations = (_a = summary === null || summary === void 0 ? void 0 : summary.fundAllocations) === null || _a === void 0 ? void 0 : _a.filter((allocation) => validFundCodes.has(allocation.fundCode));
+    const availableAmount = (_b = summary === null || summary === void 0 ? void 0 : summary.availableBalance) === null || _b === void 0 ? void 0 : _b.amount;
+    const total = allocations === null || allocations === void 0 ? void 0 : allocations.reduce((sum, allocation) => { var _a, _b; return sum + ((_b = (_a = allocation.amount) === null || _a === void 0 ? void 0 : _a.amount) !== null && _b !== void 0 ? _b : 0); }, 0);
+    if (availableAmount == null || total == null) {
+        return undefined;
+    }
+    // only show the allocations if the difference between available balance and total is less than $5
+    return Math.abs(availableAmount - total) <= FUND_ALLOCATION_TOLERANCE
+        ? allocations
+        : undefined;
+};

package/lib/view/spendManagement/treasury/treasuryTransferMoney/treasuryTransferMoneyState.d.ts

@@ -1,6 +1,7 @@
 import { Amount } from '../../../../commonStateTypes/amount';
 import { FetchStateAndError } from '../../../../commonStateTypes/common';
 import { FundingAccount } from '../../commonSetup/setupViewSelector';
+import { FundAllocation } from '../treasuryList/treasuryDetailState';
 export interface TreasuryTransferMoneyState extends FetchStateAndError {
     localData: TreasuryTransferMoneyLocalData;
 }
@@ -14,4 +15,5 @@ export interface TreasuryAccount {
     id: 'treasury';
     label: 'Treasury';
     balance?: Amount;
+    fundAllocations?: FundAllocation[];
 }

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "4.18.29",
+  "version": "4.18.30",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "types": "lib/index.d.ts",