@zeniai/client-epic-state 5.0.100 → 5.1.0-betaAK1

package/lib/entity/tenant/tenantPayload.d.ts

@@ -90,11 +90,11 @@ interface TenantPayload {
     user_id: ID;
     user_last_check_in_time_into_tenant: string;
     user_role_id: ID;
+    capitalizable_account_overrides?: Record<string, number> | null;
     capitalizable_accounts?: CapitalizableAccountsPayload | null;
     capitalization_onboarding_dismissed_accounts?: Record<string, true> | null;
     capitalization_onboarding_shown_for_fixed_asset?: boolean;
     capitalization_onboarding_shown_for_prepaid?: boolean;
-    capitalizable_account_overrides?: Record<string, number> | null;
     master_tos_info?: MasterTOSInfoPayload;
     reimbursement_info?: UserReimbursementInfoDataPayload;
     zeni_book_close_date?: string;

package/lib/entity/tenant/tenantReducer.d.ts

@@ -209,8 +209,8 @@ export declare const updateTenants: import("@reduxjs/toolkit").ActionCreatorWith
     accountId: string;
     tenantId: ID;
 }, "tenant/updateTenantCapitalizationOnboardingDismissed">, updateTenantCapitalizationAccountOverride: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
-    tenantId: ID;
     accountId: ID;
+    tenantId: ID;
     threshold: number | null;
     allOverrides?: Record<string, number> | null;
 }, "tenant/updateTenantCapitalizationAccountOverride">, updateTenantMasterTOSInfo: import("@reduxjs/toolkit").ActionCreatorWithPayload<UserRolePayload, "tenant/updateTenantMasterTOSInfo">, verifyDeviceWithTwoFA: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[otp: any, deviceId: any, userEmail: any, otpChallenge: any], {

package/lib/esm/view/companyView/epic/companyPassport/updateCapitalizationAccountThresholdEpic.js

@@ -29,7 +29,7 @@ export const updateCapitalizationAccountThresholdEpic = (actions$, state$, zeniA
     const body = {
         capitalizable_account_overrides: Object.keys(finalOverrides).length > 0 ? finalOverrides : null,
     };
-    if (dismissOnboardingForAccount) {
+    if (dismissOnboardingForAccount === true) {
         body.capitalization_onboarding_dismissed_accounts = { [accountId]: true };
     }
     return zeniAPI
@@ -55,7 +55,7 @@ export const updateCapitalizationAccountThresholdEpic = (actions$, state$, zeniA
                             : null)
                         : undefined,
                 }));
-                if (dismissOnboardingForAccount) {
+                if (dismissOnboardingForAccount === true) {
                     actions.push(updateTenantCapitalizationOnboardingDismissed({
                         tenantId,
                         accountId,

package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowSelector.js

@@ -17,14 +17,16 @@ export const getAutoSweepFlow = (state) => {
         : undefined;
     const risk = bufferAmountToRisk(bufferAmount.amount);
     // The banner's recommended sweep assumes the default buffer band; shift it
-    // by the delta between the user's selected band and that default so a
-    // tighter buffer sweeps more and a looser buffer sweeps less.
+    // by the delta between the default buffer and the user's selected band so a
+    // tighter buffer (higher risk → smaller buffer) sweeps more and a looser
+    // buffer (lower risk → larger buffer) sweeps less. Clamp at zero so a buffer
+    // larger than the available surplus never yields a negative sweep.
     const baseSweepAmount = getCashManagementOverviewBanner(state).amount;
     const sweepAmount = {
         ...baseSweepAmount,
-        amount: baseSweepAmount.amount +
-            RISK_BUFFER_AMOUNT[risk] -
-            RISK_BUFFER_AMOUNT[DEFAULT_RISK_LEVEL],
+        amount: Math.max(0, baseSweepAmount.amount +
+            RISK_BUFFER_AMOUNT[DEFAULT_RISK_LEVEL] -
+            RISK_BUFFER_AMOUNT[risk]),
     };
     return {
         fetchState,

package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewSelector.js

@@ -65,7 +65,7 @@ const pickLargestOutflow = (outflows) => {
     return outflows.reduce((largest, event) => event.amount.amount > largest.amount.amount ? event : largest);
 };
 export const getCashManagementOverview = (state) => {
-    const { cashManagementOverviewState, depositAccountListState, depositAccountState, paymentAccountListState, paymentAccountState, treasuryDetailState, } = state;
+    const { cashManagementOverviewState, depositAccountListState, paymentAccountListState, treasuryDetailState, } = state;
     const aggregate = reduceAllFetchState([
         {
             fetchState: paymentAccountListState.fetchState,
@@ -89,7 +89,11 @@ export const getCashManagementOverview = (state) => {
         },
     ]);
     const treasuryBalance = treasuryDetailState.accountSummary?.totalBalance ?? zeroAmount();
-    const cashBalance = sumCashBalances(paymentAccountListState.paymentAccountIds, paymentAccountState, depositAccountListState.accountIds, depositAccountState);
+    const bannerView = getCashManagementOverviewBanner(state);
+    // cashBalance is the primary (agent-managed) deposit account's available
+    // balance — the account the banner resolves as primaryFundingAccount — not
+    // the sum of all cash accounts. Zero until that account resolves.
+    const cashBalance = bannerView.primaryFundingAccount?.accountBalance?.available ?? zeroAmount();
     const totalCash = addAmounts(treasuryBalance, cashBalance);
     const bannerData = cashManagementOverviewState.banner.data;
     const inflowEvents = bannerData?.inflows ?? [];
@@ -99,7 +103,7 @@ export const getCashManagementOverview = (state) => {
     const cashflow = subtractAmounts(totalInFlow, totalOutFlow);
     const projectionData = buildProjectionData(cashBalance, inflowEvents, outflowEvents);
     return {
-        banner: getCashManagementOverviewBanner(state),
+        banner: bannerView,
         cashBalance,
         cashflow,
         inflowEvents,
@@ -206,20 +210,3 @@ const addAmounts = (a, b) => {
         currencySymbol: a.currencySymbol,
     };
 };
-const sumCashBalances = (paymentAccountIds, paymentAccountState, depositAccountIds, depositAccountState) => {
-    let total = zeroAmount();
-    paymentAccountIds.forEach((id) => {
-        const balance = paymentAccountState.paymentAccountByID[id]?.balances
-            ?.available;
-        if (balance != null) {
-            total = addAmounts(total, balance);
-        }
-    });
-    depositAccountIds.forEach((id) => {
-        const balance = depositAccountState.depositAccountByID[id]?.accountBalance?.available;
-        if (balance != null) {
-            total = addAmounts(total, balance);
-        }
-    });
-    return total;
-};

package/lib/view/companyView/epic/companyPassport/updateCapitalizationAccountThresholdEpic.js

@@ -32,7 +32,7 @@ const updateCapitalizationAccountThresholdEpic = (actions$, state$, zeniAPI) =>
     const body = {
         capitalizable_account_overrides: Object.keys(finalOverrides).length > 0 ? finalOverrides : null,
     };
-    if (dismissOnboardingForAccount) {
+    if (dismissOnboardingForAccount === true) {
         body.capitalization_onboarding_dismissed_accounts = { [accountId]: true };
     }
     return zeniAPI
@@ -58,7 +58,7 @@ const updateCapitalizationAccountThresholdEpic = (actions$, state$, zeniAPI) =>
                             : null)
                         : undefined,
                 }));
-                if (dismissOnboardingForAccount) {
+                if (dismissOnboardingForAccount === true) {
                     actions.push((0, tenantReducer_1.updateTenantCapitalizationOnboardingDismissed)({
                         tenantId,
                         accountId,

package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowSelector.js

@@ -20,14 +20,16 @@ const getAutoSweepFlow = (state) => {
         : undefined;
     const risk = (0, autoSweepFlowState_1.bufferAmountToRisk)(bufferAmount.amount);
     // The banner's recommended sweep assumes the default buffer band; shift it
-    // by the delta between the user's selected band and that default so a
-    // tighter buffer sweeps more and a looser buffer sweeps less.
+    // by the delta between the default buffer and the user's selected band so a
+    // tighter buffer (higher risk → smaller buffer) sweeps more and a looser
+    // buffer (lower risk → larger buffer) sweeps less. Clamp at zero so a buffer
+    // larger than the available surplus never yields a negative sweep.
     const baseSweepAmount = (0, cashManagementOverviewSelector_1.getCashManagementOverviewBanner)(state).amount;
     const sweepAmount = {
         ...baseSweepAmount,
-        amount: baseSweepAmount.amount +
-            autoSweepFlowState_1.RISK_BUFFER_AMOUNT[risk] -
-            autoSweepFlowState_1.RISK_BUFFER_AMOUNT[DEFAULT_RISK_LEVEL],
+        amount: Math.max(0, baseSweepAmount.amount +
+            autoSweepFlowState_1.RISK_BUFFER_AMOUNT[DEFAULT_RISK_LEVEL] -
+            autoSweepFlowState_1.RISK_BUFFER_AMOUNT[risk]),
     };
     return {
         fetchState,

package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewSelector.js

@@ -69,7 +69,7 @@ const pickLargestOutflow = (outflows) => {
     return outflows.reduce((largest, event) => event.amount.amount > largest.amount.amount ? event : largest);
 };
 const getCashManagementOverview = (state) => {
-    const { cashManagementOverviewState, depositAccountListState, depositAccountState, paymentAccountListState, paymentAccountState, treasuryDetailState, } = state;
+    const { cashManagementOverviewState, depositAccountListState, paymentAccountListState, treasuryDetailState, } = state;
     const aggregate = (0, reduceFetchState_1.reduceAllFetchState)([
         {
             fetchState: paymentAccountListState.fetchState,
@@ -93,7 +93,11 @@ const getCashManagementOverview = (state) => {
         },
     ]);
     const treasuryBalance = treasuryDetailState.accountSummary?.totalBalance ?? (0, amount_1.zeroAmount)();
-    const cashBalance = sumCashBalances(paymentAccountListState.paymentAccountIds, paymentAccountState, depositAccountListState.accountIds, depositAccountState);
+    const bannerView = (0, exports.getCashManagementOverviewBanner)(state);
+    // cashBalance is the primary (agent-managed) deposit account's available
+    // balance — the account the banner resolves as primaryFundingAccount — not
+    // the sum of all cash accounts. Zero until that account resolves.
+    const cashBalance = bannerView.primaryFundingAccount?.accountBalance?.available ?? (0, amount_1.zeroAmount)();
     const totalCash = addAmounts(treasuryBalance, cashBalance);
     const bannerData = cashManagementOverviewState.banner.data;
     const inflowEvents = bannerData?.inflows ?? [];
@@ -103,7 +107,7 @@ const getCashManagementOverview = (state) => {
     const cashflow = subtractAmounts(totalInFlow, totalOutFlow);
     const projectionData = buildProjectionData(cashBalance, inflowEvents, outflowEvents);
     return {
-        banner: (0, exports.getCashManagementOverviewBanner)(state),
+        banner: bannerView,
         cashBalance,
         cashflow,
         inflowEvents,
@@ -211,20 +215,3 @@ const addAmounts = (a, b) => {
         currencySymbol: a.currencySymbol,
     };
 };
-const sumCashBalances = (paymentAccountIds, paymentAccountState, depositAccountIds, depositAccountState) => {
-    let total = (0, amount_1.zeroAmount)();
-    paymentAccountIds.forEach((id) => {
-        const balance = paymentAccountState.paymentAccountByID[id]?.balances
-            ?.available;
-        if (balance != null) {
-            total = addAmounts(total, balance);
-        }
-    });
-    depositAccountIds.forEach((id) => {
-        const balance = depositAccountState.depositAccountByID[id]?.accountBalance?.available;
-        if (balance != null) {
-            total = addAmounts(total, balance);
-        }
-    });
-    return total;
-};

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.0.100",
+  "version": "5.1.0-betaAK1",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",
@@ -33,40 +33,6 @@
       "require": "./lib/view/*.js"
     }
   },
-  "scripts": {
-    "clean": "rimraf lib",
-    "test:typecheck": "echo 'Typechecking test files...' && NODE_OPTIONS=--max-old-space-size=4096 time tsc -p tsconfig.typecheck.json",
-    "test:typecheck-modified-files": "chmod +x ./scripts/tsc-modified-files.sh && ./scripts/tsc-modified-files.sh master tsconfig.typecheck.json",
-    "test": "pnpm lint-modified-files && pnpm test:typecheck-modified-files && vitest run --typecheck",
-    "test:full": "vitest run --typecheck",
-    "lint": "eslint . --ext .js,.jsx,.ts,.tsx --max-warnings 0 --fix",
-    "lint-modified-files": "chmod +x ./scripts/lint-modified-files.sh && ./scripts/lint-modified-files.sh",
-    "lint:fix-modified-files": "chmod +x ./scripts/lint-modified-files.sh && LINT_FIX=true ./scripts/lint-modified-files.sh",
-    "tsc-modified-files": "chmod +x ./scripts/tsc-modified-files.sh && ./scripts/tsc-modified-files.sh",
-    "typecheck": "tsc --noEmit",
-    "find-dead-code": "ts-prune | grep -v '(used in module)'",
-    "find-unused-exports": "ts-unused-exports ./tsconfig.json",
-    "circular-dependency": "npx madge --circular --extensions ts ./src",
-    "build": "concurrently --kill-others-on-fail --handle-input \"echo 'TypeScript build in progress...' && time tsc && echo 'ESM build...' && tsc -p tsconfig.esm.json\" \"echo 'Running tests and typecheck (incl. lint-modified-files)...' && pnpm test\" && rimraf \"lib/**/__mocks__\" \"lib/**/__testHelpers__\"",
-    "only-build": "eslint . --ext .js,.jsx,.ts,.tsx && time tsc && tsc -p tsconfig.esm.json && rimraf \"lib/**/__mocks__\" \"lib/**/__testHelpers__\"",
-    "only-build-dev": "eslint . --ext .js,.jsx,.ts,.tsx && time tsc -p tsconfig.dev.json && tsc -p tsconfig.esm.dev.json && rimraf \"lib/**/__mocks__\" \"lib/**/__testHelpers__\"",
-    "format": "prettier --write --ignore-unknown \"src/**/*\" && pnpm lint",
-    "format-watch": "(git diff --name-only --diff-filter=ACM && git ls-files --others --exclude-standard) | grep -E '\\.(ts|tsx)$' | xargs prettier --write",
-    "check-version": "node ./scripts/check_version.js",
-    "prepublishOnly": "chmod +x ./scripts/branch_validation.sh && ./scripts/branch_validation.sh && pnpm update-slack-group-topic && pnpm run check-version && pnpm clean && pnpm build",
-    "version": "git add -A src",
-    "postversion": "git push && git push --tags",
-    "check-dependencies": "node ./scripts/check_dependencies.js",
-    "clean-overrides": "node ./scripts/clean_overrides.js",
-    "create-release-branch": "chmod +x ./scripts/create_release_branch.sh && ./scripts/create_release_branch.sh",
-    "bump-update-web-app-cockpit-beta": "chmod +x ./scripts/bump_and_update_web_app_ui_beta.sh && ./scripts/bump_and_update_web_app_ui_beta.sh",
-    "send-release-notes": "chmod +x ./scripts/send_release_notes.sh && ./scripts/send_release_notes.sh",
-    "update-slack-group-topic": "chmod +x ./scripts/update-slack-group-topic.sh && ./scripts/update-slack-group-topic.sh",
-    "build-beta-and-copy": "chmod +x ./scripts/build_and_copy.sh && ./scripts/build_and_copy.sh",
-    "pr-approvals-update": "chmod +x ./scripts/pr_approvals.sh && ./scripts/pr_approvals.sh",
-    "raise-pr-automation": "chmod +x ./scripts/raise_pr_automation.sh && ./scripts/raise_pr_automation.sh",
-    "test:file": "scripts/test-file.sh"
-  },
   "files": [
     "lib/**/*"
   ],
@@ -137,32 +103,37 @@
     "dayjs": "^1.10.7",
     "url-parse": "^1.5.10"
   },
-  "pnpm": {
-    "overrides": {
-      "@babel/helpers": ">=7.26.10",
-      "@babel/runtime": ">=7.26.10",
-      "@babel/traverse": ">=7.23.2",
-      "@eslint/eslintrc>ajv": ">=6.14.0 <7",
-      "@eslint/plugin-kit": ">=0.3.4",
-      "@modelcontextprotocol/sdk": ">=1.25.2",
-      "ajv": ">=8.18.0",
-      "body-parser": ">=2.2.1",
-      "brace-expansion": ">=5.0.6",
-      "cross-spawn": ">=7.0.5",
-      "eslint>ajv": ">=6.14.0 <7",
-      "flatted": ">=3.4.2",
-      "glob": ">=11.1.0",
-      "hono": ">=4.11.4",
-      "immutable": ">=4.3.8 <5",
-      "js-yaml": ">=4.1.1",
-      "minimatch": ">=10.2.3",
-      "picomatch": ">=4.0.4",
-      "postcss": ">=8.5.12",
-      "qs": "^6.14.1",
-      "rollup": ">=4.59.0",
-      "tough-cookie": "=4.1.3",
-      "vite": ">=7.3.2 <8",
-      "yaml": ">=1.10.3"
-    }
+  "scripts": {
+    "clean": "rimraf lib",
+    "test:typecheck": "echo 'Typechecking test files...' && NODE_OPTIONS=--max-old-space-size=4096 time tsc -p tsconfig.typecheck.json",
+    "test:typecheck-modified-files": "chmod +x ./scripts/tsc-modified-files.sh && ./scripts/tsc-modified-files.sh master tsconfig.typecheck.json",
+    "test": "pnpm lint-modified-files && pnpm test:typecheck-modified-files && vitest run --typecheck",
+    "test:full": "vitest run --typecheck",
+    "lint": "eslint . --ext .js,.jsx,.ts,.tsx --max-warnings 0 --fix",
+    "lint-modified-files": "chmod +x ./scripts/lint-modified-files.sh && ./scripts/lint-modified-files.sh",
+    "lint:fix-modified-files": "chmod +x ./scripts/lint-modified-files.sh && LINT_FIX=true ./scripts/lint-modified-files.sh",
+    "tsc-modified-files": "chmod +x ./scripts/tsc-modified-files.sh && ./scripts/tsc-modified-files.sh",
+    "typecheck": "tsc --noEmit",
+    "find-dead-code": "ts-prune | grep -v '(used in module)'",
+    "find-unused-exports": "ts-unused-exports ./tsconfig.json",
+    "circular-dependency": "npx madge --circular --extensions ts ./src",
+    "build": "concurrently --kill-others-on-fail --handle-input \"echo 'TypeScript build in progress...' && time tsc && echo 'ESM build...' && tsc -p tsconfig.esm.json\" \"echo 'Running tests and typecheck (incl. lint-modified-files)...' && pnpm test\" && rimraf \"lib/**/__mocks__\" \"lib/**/__testHelpers__\"",
+    "only-build": "eslint . --ext .js,.jsx,.ts,.tsx && time tsc && tsc -p tsconfig.esm.json && rimraf \"lib/**/__mocks__\" \"lib/**/__testHelpers__\"",
+    "only-build-dev": "eslint . --ext .js,.jsx,.ts,.tsx && time tsc -p tsconfig.dev.json && tsc -p tsconfig.esm.dev.json && rimraf \"lib/**/__mocks__\" \"lib/**/__testHelpers__\"",
+    "format": "prettier --write --ignore-unknown \"src/**/*\" && pnpm lint",
+    "format-watch": "(git diff --name-only --diff-filter=ACM && git ls-files --others --exclude-standard) | grep -E '\\.(ts|tsx)$' | xargs prettier --write",
+    "check-version": "node ./scripts/check_version.js",
+    "version": "git add -A src",
+    "postversion": "git push && git push --tags",
+    "check-dependencies": "node ./scripts/check_dependencies.js",
+    "clean-overrides": "node ./scripts/clean_overrides.js",
+    "create-release-branch": "chmod +x ./scripts/create_release_branch.sh && ./scripts/create_release_branch.sh",
+    "bump-update-web-app-cockpit-beta": "chmod +x ./scripts/bump_and_update_web_app_ui_beta.sh && ./scripts/bump_and_update_web_app_ui_beta.sh",
+    "send-release-notes": "chmod +x ./scripts/send_release_notes.sh && ./scripts/send_release_notes.sh",
+    "update-slack-group-topic": "chmod +x ./scripts/update-slack-group-topic.sh && ./scripts/update-slack-group-topic.sh",
+    "build-beta-and-copy": "chmod +x ./scripts/build_and_copy.sh && ./scripts/build_and_copy.sh",
+    "pr-approvals-update": "chmod +x ./scripts/pr_approvals.sh && ./scripts/pr_approvals.sh",
+    "raise-pr-automation": "chmod +x ./scripts/raise_pr_automation.sh && ./scripts/raise_pr_automation.sh",
+    "test:file": "scripts/test-file.sh"
   }
-}
+}