@zeniai/client-epic-state 5.0.100 → 5.1.0-betaSS1

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

@@ -1,78 +0,0 @@
-import { createSlice } from '@reduxjs/toolkit';
-import { toAutoSweepFlowStatePatch, } from './autoSweepFlowPayload';
-import { initialAutoSweepFlowState, } from './autoSweepFlowState';
-export const initialState = initialAutoSweepFlowState;
-const autoSweepFlow = createSlice({
-    name: 'autoSweepFlow',
-    initialState,
-    reducers: {
-        /**
-         * Kicks off `GET /cash-management/settings`. Flips the top-level
-         * fetchState to `In-Progress`; the fetch epic picks this up.
-         */
-        fetchCashManagementSettings(draft) {
-            draft.fetchState = 'In-Progress';
-            draft.error = undefined;
-        },
-        /**
-         * Hydrates the form fields with the server-side settings (and stashes
-         * the settings id for subsequent saves). Marks the GET as `Completed`.
-         */
-        updateCashManagementSettings(draft, action) {
-            const patch = toAutoSweepFlowStatePatch(action.payload.data);
-            draft.bufferAmount = patch.bufferAmount;
-            draft.frequency = patch.frequency;
-            draft.nextTransferDate = patch.nextTransferDate;
-            draft.primaryFundingAccountId = patch.primaryFundingAccountId;
-            draft.settingsId = patch.settingsId;
-            draft.fetchState = 'Completed';
-            draft.error = undefined;
-        },
-        updateCashManagementSettingsFetchStatus(draft, action) {
-            draft.fetchState = action.payload.fetchState;
-            draft.error = action.payload.error;
-        },
-        /**
-         * Live-update the buffer (risk band) as the user toggles the risk picker
-         * on the setup page, without staging frequency/memo. The selector derives
-         * the risk-adjusted sweep amount off `bufferAmount`, so dispatching this on
-         * every risk change keeps the setup and review screens in sync.
-         */
-        updateAutoSweepRisk(draft, action) {
-            draft.bufferAmount = action.payload.bufferAmount;
-        },
-        /**
-         * Stage the in-flight form values without submitting them — fired from
-         * the setup→review transition so other selectors (and devtools) can see
-         * what the user is about to confirm. Leaves `saveStatus` untouched; the
-         * actual PUT only kicks off when the user clicks "Confirm Sweep" via
-         * `saveAutoSweepSettings`.
-         */
-        updateAutoSweepDraft(draft, action) {
-            draft.bufferAmount = action.payload.bufferAmount;
-            draft.frequency = action.payload.frequency;
-            draft.memo = action.payload.memo;
-        },
-        /**
-         * Trigger the PUT for the auto-sweep settings already staged via
-         * `updateAutoSweepDraft`. Carries no payload — flips `saveStatus` to
-         * `In-Progress` and the save epic reads `bufferAmount` / `frequency` /
-         * `memo` straight from the slice. Callers must ensure those fields
-         * reflect the user's latest input before dispatching.
-         */
-        saveAutoSweepSettings(draft) {
-            draft.saveStatus = { fetchState: 'In-Progress', error: undefined };
-        },
-        updateAutoSweepSettingsFetchStatus(draft, action) {
-            draft.saveStatus = {
-                fetchState: action.payload.fetchState,
-                error: action.payload.error,
-            };
-        },
-        clearAutoSweepFlow() {
-            return initialAutoSweepFlowState;
-        },
-    },
-});
-export const { fetchCashManagementSettings, updateCashManagementSettings, updateCashManagementSettingsFetchStatus, updateAutoSweepRisk, updateAutoSweepDraft, saveAutoSweepSettings, updateAutoSweepSettingsFetchStatus, clearAutoSweepFlow, } = autoSweepFlow.actions;
-export default autoSweepFlow.reducer;

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

@@ -1,47 +0,0 @@
-import { getDepositAccountByDepositAccountId } from '../../../../entity/depositAccount/depositAccountSelector';
-import { mapDepositAccToFundingAccount, } from '../../commonSetup/setupViewSelector';
-import { getTreasuryDetail } from '../../treasury/treasuryList/treasuryDetailSelector';
-import { getCashManagementOverviewBanner } from '../cashManagementOverview/cashManagementOverviewSelector';
-import { RISK_BUFFER_AMOUNT, bufferAmountToRisk, } from './autoSweepFlowState';
-/**
- * Risk band the agent's recommended sweep amount is computed against. The
- * `sweepAmount` returned by the banner assumes this buffer, so the selector
- * adjusts the displayed sweep by the delta between the user's selected band
- * and this default.
- */
-const DEFAULT_RISK_LEVEL = 'moderate';
-export const getAutoSweepFlow = (state) => {
-    const { bufferAmount, frequency, memo, saveStatus, settingsId, primaryFundingAccountId, fetchState, error, } = state.autoSweepFlowState;
-    const depositAccount = primaryFundingAccountId != null
-        ? getDepositAccountByDepositAccountId(state.depositAccountState, primaryFundingAccountId)
-        : 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.
-    const baseSweepAmount = getCashManagementOverviewBanner(state).amount;
-    const sweepAmount = {
-        ...baseSweepAmount,
-        amount: baseSweepAmount.amount +
-            RISK_BUFFER_AMOUNT[risk] -
-            RISK_BUFFER_AMOUNT[DEFAULT_RISK_LEVEL],
-    };
-    return {
-        fetchState,
-        error,
-        formData: {
-            bufferAmount,
-            frequency,
-            memo,
-            risk,
-        },
-        primaryFundingAccount: depositAccount != null
-            ? mapDepositAccToFundingAccount(depositAccount)
-            : undefined,
-        saveStatus,
-        settingsId,
-        sweepAmount,
-        treasurySummary: getTreasuryDetail(state).accountSummary,
-        version: 0,
-    };
-};

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

@@ -1,47 +0,0 @@
-import { toAmount } from '../../../../commonStateTypes/amount';
-import { stringToUnion } from '../../../../commonStateTypes/stringToUnion';
-/**
- * Cadence at which the auto-sweep transfer fires. Lowercase to match the
- * cash-management settings API contract (and the `SweepFrequency` literal
- * already used by `<AutoSweepSetupPage>` in web-components).
- */
-export const ALL_AUTO_SWEEP_FREQUENCIES = [
-    'daily',
-    'weekly',
-    'biweekly',
-    'monthly',
-];
-export const toAutoSweepFrequency = (v) => stringToUnion(v ?? '', ALL_AUTO_SWEEP_FREQUENCIES);
-/**
- * Risk presets the auto-sweep setup form exposes. Each level maps to a
- * canonical minimum-buffer amount (USD). Selecting a level in the UI is
- * shorthand for choosing that buffer.
- */
-export const ALL_AUTO_SWEEP_RISK_LEVELS = ['low', 'moderate', 'high'];
-export const toAutoSweepRiskLevel = (v) => stringToUnion(v ?? '', ALL_AUTO_SWEEP_RISK_LEVELS);
-export const RISK_BUFFER_AMOUNT = {
-    low: 15000,
-    moderate: 10000,
-    high: 5000,
-};
-/**
- * Maps a buffer amount back onto the closest preset risk level. Falls back
- * to `'moderate'` when the amount doesn't match a known preset (e.g. the
- * server returned a custom value). The dropdown in `<AutoSweepSetupPage>`
- * uses this so it can pre-select the user's existing band on edit.
- */
-export const bufferAmountToRisk = (amount) => {
-    const match = Object.entries(RISK_BUFFER_AMOUNT).find(([, presetAmount]) => presetAmount === amount);
-    return match != null ? match[0] : 'moderate';
-};
-export const initialAutoSweepFlowState = {
-    bufferAmount: toAmount(10000, 'USD', '$'),
-    frequency: 'weekly',
-    memo: '',
-    saveStatus: { fetchState: 'Not-Started', error: undefined },
-    nextTransferDate: undefined,
-    primaryFundingAccountId: undefined,
-    settingsId: undefined,
-    fetchState: 'Not-Started',
-    error: undefined,
-};

package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/epics/fetchCashManagementSettingsEpic.js

@@ -1,34 +0,0 @@
-import { of } from 'rxjs';
-import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
-import { updateDepositAccounts } from '../../../../../entity/depositAccount/depositAccountReducer';
-import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
-import { fetchCashManagementSettings, updateCashManagementSettings, updateCashManagementSettingsFetchStatus, } from '../autoSweepFlowReducer';
-/**
- * Hits `GET /cash-management/settings` and hydrates the auto-sweep slice
- * with the server's existing settings (frequency, minimum buffer, settings
- * id). Called from the cash management overview page-fetch epic alongside
- * the other top-level fetches.
- */
-export const fetchCashManagementSettingsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchCashManagementSettings.match), switchMap(() => {
-    const endpoint = `${zeniAPI.apiEndPoints.cashManagementAgentBaseUrl}/1.0/cash-management/settings`;
-    return zeniAPI
-        .getJSON(endpoint)
-        .pipe(mergeMap((response) => {
-        if (isSuccessResponse(response) && response.data != null) {
-            return of(
-            // Publish the source deposit account into the shared entity
-            // bucket so the selector can hydrate the full `FundingAccount`
-            // from `getDepositAccountByDepositAccountId` rather than the
-            // auto-sweep slice holding a duplicate copy.
-            updateDepositAccounts([response.data.source_bank_account]), updateCashManagementSettings({ data: response.data }));
-        }
-        return of(updateCashManagementSettingsFetchStatus({
-            fetchState: 'Error',
-            error: response.status,
-        }));
-    }), catchError((error) => of(updateCashManagementSettingsFetchStatus({
-        fetchState: 'Error',
-        error: createZeniAPIStatus('Unexpected Error', 'Fetch cash management settings REST API call errored out: ' +
-            (error?.message ?? String(error))),
-    }))));
-}));

package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/epics/saveAutoSweepSettingsEpic.js

@@ -1,32 +0,0 @@
-import { of } from 'rxjs';
-import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
-import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
-import { toSaveAutoSweepSettingsBody, } from '../autoSweepFlowPayload';
-import { saveAutoSweepSettings, updateAutoSweepSettingsFetchStatus, } from '../autoSweepFlowReducer';
-export const saveAutoSweepSettingsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(saveAutoSweepSettings.match), switchMap(() => {
-    const endpoint = `${zeniAPI.apiEndPoints.cashManagementAgentBaseUrl}/1.0/cash-management/settings`;
-    const { bufferAmount, frequency, memo, settingsId } = state$.value.autoSweepFlowState;
-    const payload = toSaveAutoSweepSettingsBody({
-        bufferAmount,
-        frequency,
-        memo,
-    });
-    // First-time setup (no settings id from the GET yet) → POST a new
-    // record. Subsequent edits update the existing one via PUT.
-    const request$ = settingsId == null
-        ? zeniAPI.postAndGetJSON(endpoint, payload)
-        : zeniAPI.putAndGetJSON(endpoint, payload);
-    return request$.pipe(mergeMap((response) => {
-        if (isSuccessResponse(response) && response.data != null) {
-            return of(updateAutoSweepSettingsFetchStatus({ fetchState: 'Completed' }));
-        }
-        return of(updateAutoSweepSettingsFetchStatus({
-            fetchState: 'Error',
-            error: response?.status,
-        }));
-    }), catchError((error) => of(updateAutoSweepSettingsFetchStatus({
-        fetchState: 'Error',
-        error: createZeniAPIStatus('Unexpected Error', 'Save auto-sweep settings REST API call errored out: ' +
-            (error?.message ?? String(error))),
-    }))));
-}));

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

@@ -1,54 +0,0 @@
-import { toAmount } from '../../../../commonStateTypes/amount';
-import { date as zeniDate } from '../../../../zeniDayJS';
-// ---------------------------------------------------------------------------
-// Converters
-// ---------------------------------------------------------------------------
-// The cash agent payload reports `currency_code` only; the v1 surface is
-// USD-only, so we pair it with the canonical `$` symbol here. If the agent
-// grows multi-currency support, this is the single place to widen.
-const CASH_AGENT_CURRENCY_SYMBOL = '$';
-export const toUpcomingPaymentEvent = (event) => ({
-    accountId: event.account_id,
-    accountType: event.account_type,
-    amount: toAmount(event.amount_usd, event.currency_code, CASH_AGENT_CURRENCY_SYMBOL),
-    label: event.label,
-    paymentDate: zeniDate(event.payment_date),
-});
-/**
- * The agent reports a `null` account id whenever the "account" in question is
- * a singleton inferred from the account type (today: the treasury account —
- * there's only one per company, so the type alone identifies it). Callers
- * already branch on `*BankAccountType`, so collapsing the id to `""` keeps the
- * state type a plain `ID` (string) without losing information.
- */
-const toCashManagementMovement = (payload) => ({
-    amount: toAmount(payload.amount, payload.currency_code, CASH_AGENT_CURRENCY_SYMBOL),
-    destinationBankAccountId: payload.destination_bank_account_id ?? '',
-    destinationBankAccountType: payload.destination_bank_account_type,
-    reasoning: payload.reasoning,
-    sourceBankAccountId: payload.source_bank_account_id ?? '',
-    sourceBankAccountType: payload.source_bank_account_type,
-    subMovementType: payload.sub_movement_type,
-});
-const toCashManagementMoneyMovementGroup = (payload) => ({
-    movements: payload.movements.map(toCashManagementMovement),
-    movementType: payload.movement_type,
-});
-export const toCashManagementBannerData = (payload) => ({
-    inflows: payload.inflows.map(toUpcomingPaymentEvent),
-    moneyMovements: payload.money_movements.map(toCashManagementMoneyMovementGroup),
-    outflows: payload.outflows.map(toUpcomingPaymentEvent),
-});
-export const toCashManagementTransfer = (payload) => ({
-    amount: toAmount(payload.amount, payload.currency_code, CASH_AGENT_CURRENCY_SYMBOL),
-    atomicTransactionId: payload.atomic_transaction_id,
-    cashManagementTransferId: payload.cash_management_transfer_id,
-    createTime: zeniDate(payload.create_time),
-    date: zeniDate(payload.date),
-    depositAccountId: payload.deposit_account_id,
-    reasoning: payload.reasoning,
-    scenario: payload.scenario,
-    status: payload.status,
-    transactionType: payload.transaction_type,
-    updateTime: zeniDate(payload.update_time),
-});

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

@@ -1,92 +0,0 @@
-import { createSlice } from '@reduxjs/toolkit';
-import { toCashManagementBannerData, toCashManagementTransfer, } from './cashManagementOverviewPayload';
-import { initialCashManagementBannerState, initialCashManagementRecentTransferState, } from './cashManagementOverviewState';
-export const initialState = {
-    banner: initialCashManagementBannerState,
-    recentTransfer: initialCashManagementRecentTransferState,
-};
-const cashManagementOverview = createSlice({
-    name: 'cashManagementOverview',
-    initialState,
-    reducers: {
-        fetchCashManagementOverviewPage: {
-            reducer() { },
-            prepare(cacheOverride) {
-                return { payload: { cacheOverride } };
-            },
-        },
-        /**
-         * Public banner-fetch entry point. Triggers an orchestrator epic that
-         * fans out to the recommend, settings, and recent-transfer API calls
-         * in parallel. No reducer-side state change — each inner action drives
-         * its own sub-state.
-         *
-         * `cacheOverride === true` forces all three inner fetches regardless
-         * of current slice state; `false` keeps the per-slice dedup so repeat
-         * dispatches are no-ops once a slice is loaded or in-flight.
-         */
-        fetchCashManagementBanner: {
-            reducer() { },
-            prepare(cacheOverride) {
-                return { payload: { cacheOverride } };
-            },
-        },
-        /**
-         * Internal trigger for the recommend API (`/cash-agent/recommend`).
-         * Dispatched by the orchestrator; not exported.
-         */
-        fetchCashManagementRecommendation(draft) {
-            // Keep `draft.banner.data` so the projection chart renders the last
-            // good payload while the refetch is in flight, instead of flickering
-            // to the empty/skeleton state on every page revisit.
-            draft.banner.fetchState = 'In-Progress';
-            draft.banner.error = undefined;
-        },
-        updateCashManagementRecommendation(draft, action) {
-            draft.banner = {
-                fetchState: 'Completed',
-                error: undefined,
-                data: toCashManagementBannerData(action.payload.data),
-            };
-        },
-        updateCashManagementRecommendationFetchStatus(draft, action) {
-            draft.banner = {
-                ...draft.banner,
-                fetchState: action.payload.fetchState,
-                error: action.payload.error,
-            };
-        },
-        /**
-         * Internal trigger for the recent-transfer API
-         * (`/cash-management/transfers`). Dispatched by the orchestrator; not
-         * exported.
-         */
-        fetchRecentTransfer(draft) {
-            // Same anti-flicker pattern as the recommend fetch: keep prior data
-            // while the refetch is in flight.
-            draft.recentTransfer.fetchState = 'In-Progress';
-            draft.recentTransfer.error = undefined;
-        },
-        updateRecentTransfer(draft, action) {
-            draft.recentTransfer = {
-                fetchState: 'Completed',
-                error: undefined,
-                data: action.payload.data != null
-                    ? toCashManagementTransfer(action.payload.data)
-                    : undefined,
-            };
-        },
-        updateRecentTransferFetchStatus(draft, action) {
-            draft.recentTransfer = {
-                ...draft.recentTransfer,
-                fetchState: action.payload.fetchState,
-                error: action.payload.error,
-            };
-        },
-        clearCashManagementOverview(draft) {
-            Object.assign(draft, initialState);
-        },
-    },
-});
-export const { fetchCashManagementOverviewPage, fetchCashManagementBanner, fetchCashManagementRecommendation, updateCashManagementRecommendation, updateCashManagementRecommendationFetchStatus, fetchRecentTransfer, updateRecentTransfer, updateRecentTransferFetchStatus, clearCashManagementOverview, } = cashManagementOverview.actions;
-export default cashManagementOverview.reducer;

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

@@ -1,225 +0,0 @@
-import { zeroAmount } from '../../../../commonStateTypes/amount';
-import { reduceAllFetchState } from '../../../../commonStateTypes/reduceFetchState';
-import { getDepositAccountByDepositAccountId } from '../../../../entity/depositAccount/depositAccountSelector';
-import { mapDepositAccToFundingAccount, } from '../../commonSetup/setupViewSelector';
-/**
- * Default account type used when the recommend payload has no movement to
- * expose yet (e.g. before the first fetch resolves). Callers that care about
- * the movement should also gate on `fetchState === 'Completed'`.
- */
-const DEFAULT_BANK_ACCOUNT_TYPE = 'deposit_account';
-const DEFAULT_SUB_MOVEMENT_TYPE = 'push';
-export const getCashManagementOverviewBanner = (state) => {
-    const { banner, recentTransfer } = state.cashManagementOverviewState;
-    const autoSweep = state.autoSweepFlowState;
-    // The banner today surfaces a single recommended movement (the first one
-    // returned by the agent). When the agent returns multiple groups/movements
-    // we'll need to broaden this — for now consumers only render one.
-    const movement = banner.data?.moneyMovements[0]?.movements[0];
-    const aggregate = reduceAllFetchState([
-        { fetchState: banner.fetchState, error: banner.error },
-        { fetchState: autoSweep.fetchState, error: autoSweep.error },
-        { fetchState: recentTransfer.fetchState, error: recentTransfer.error },
-    ]);
-    const subMovementType = movement?.subMovementType ?? DEFAULT_SUB_MOVEMENT_TYPE;
-    // The "primary" account is the deposit-account side of the movement —
-    // source for a push (money leaving primary → treasury) and destination
-    // for a pull (money returning to primary).
-    const primaryAccountId = subMovementType === 'pull'
-        ? movement?.destinationBankAccountId
-        : movement?.sourceBankAccountId;
-    const primaryDepositAccount = primaryAccountId != null && primaryAccountId !== ''
-        ? getDepositAccountByDepositAccountId(state.depositAccountState, primaryAccountId)
-        : undefined;
-    const primaryFundingAccount = primaryDepositAccount != null
-        ? mapDepositAccToFundingAccount(primaryDepositAccount)
-        : undefined;
-    // For pull, surface the largest outflow in the horizon as the
-    // "triggering" event. This is a heuristic — the agent doesn't tag a
-    // specific outflow today, but the largest one is the most likely cause
-    // of the buffer breach and matches what the design wants to highlight.
-    const triggeringOutflow = subMovementType === 'pull'
-        ? pickLargestOutflow(banner.data?.outflows)
-        : undefined;
-    return {
-        fetchState: aggregate.fetchState,
-        error: aggregate.error,
-        amount: movement?.amount ?? zeroAmount(),
-        cashManagementSettingsId: autoSweep.settingsId,
-        destinationBankAccountId: movement?.destinationBankAccountId ?? '',
-        destinationBankAccountType: movement?.destinationBankAccountType ?? DEFAULT_BANK_ACCOUNT_TYPE,
-        reasoning: movement?.reasoning ?? '',
-        sourceBankAccountId: movement?.sourceBankAccountId ?? '',
-        sourceBankAccountType: movement?.sourceBankAccountType ?? DEFAULT_BANK_ACCOUNT_TYPE,
-        subMovementType,
-        primaryFundingAccount,
-        triggeringOutflow,
-        recentTransfer: recentTransfer.data,
-        version: 0,
-    };
-};
-const pickLargestOutflow = (outflows) => {
-    if (outflows == null || outflows.length === 0) {
-        return undefined;
-    }
-    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 aggregate = reduceAllFetchState([
-        {
-            fetchState: paymentAccountListState.fetchState,
-            error: paymentAccountListState.error,
-        },
-        {
-            fetchState: depositAccountListState.fetchState,
-            error: depositAccountListState.error,
-        },
-        {
-            fetchState: treasuryDetailState.fetchState,
-            error: treasuryDetailState.error,
-        },
-        {
-            fetchState: cashManagementOverviewState.banner.fetchState,
-            error: cashManagementOverviewState.banner.error,
-        },
-        {
-            fetchState: state.autoSweepFlowState.fetchState,
-            error: state.autoSweepFlowState.error,
-        },
-    ]);
-    const treasuryBalance = treasuryDetailState.accountSummary?.totalBalance ?? zeroAmount();
-    const cashBalance = sumCashBalances(paymentAccountListState.paymentAccountIds, paymentAccountState, depositAccountListState.accountIds, depositAccountState);
-    const totalCash = addAmounts(treasuryBalance, cashBalance);
-    const bannerData = cashManagementOverviewState.banner.data;
-    const inflowEvents = bannerData?.inflows ?? [];
-    const outflowEvents = bannerData?.outflows ?? [];
-    const totalInFlow = sumEventAmounts(inflowEvents);
-    const totalOutFlow = sumEventAmounts(outflowEvents);
-    const cashflow = subtractAmounts(totalInFlow, totalOutFlow);
-    const projectionData = buildProjectionData(cashBalance, inflowEvents, outflowEvents);
-    return {
-        banner: getCashManagementOverviewBanner(state),
-        cashBalance,
-        cashflow,
-        inflowEvents,
-        outflowEvents,
-        projectionData,
-        totalCash,
-        totalInFlow,
-        totalOutFlow,
-        treasuryBalance,
-        fetchState: aggregate.fetchState,
-        error: aggregate.error,
-        version: 0,
-    };
-};
-/**
- * Walks the inflow / outflow events in chronological order, stepping the
- * running balance from today's `cashBalance`. Emits a point per event so the
- * chart can render colored markers at each cash event. Events with the same
- * payment date are kept as separate steps (preserves the marker count even
- * if Recharts overlays them at the same X position).
- */
-const buildProjectionData = (cashBalance, inflowEvents, outflowEvents) => {
-    const events = [
-        ...inflowEvents.map((e) => ({
-            amount: e.amount,
-            date: e.paymentDate,
-            isInflow: true,
-        })),
-        ...outflowEvents.map((e) => ({
-            amount: e.amount,
-            date: e.paymentDate,
-            isInflow: false,
-        })),
-    ].sort((a, b) => {
-        const diff = a.date.valueOf() - b.date.valueOf();
-        if (diff !== 0) {
-            return diff;
-        }
-        // Same-day tie-breaker: apply outflows before inflows so the projection
-        // shows the worst-case low first, then the recovery — matches the
-        // "show me the dip" framing on the cash management overview.
-        if (a.isInflow === b.isInflow) {
-            return 0;
-        }
-        return a.isInflow ? 1 : -1;
-    });
-    let balance = cashBalance;
-    const points = [{ balance, date: 'Today' }];
-    events.forEach((event) => {
-        balance = event.isInflow
-            ? addAmounts(balance, event.amount)
-            : subtractAmounts(balance, event.amount);
-        points.push({
-            balance,
-            date: event.date.format('MMM D'),
-            isInflow: event.isInflow ? true : undefined,
-            isOutflow: event.isInflow ? undefined : true,
-        });
-    });
-    return points;
-};
-const sumEventAmounts = (events) => events.reduce((acc, event) => addAmounts(acc, event.amount), zeroAmount());
-/**
- * Subtracts `b` from `a`, sharing the currency-match guard with `addAmounts`.
- * Used to compute net cash flow (`inflow - outflow`).
- */
-const subtractAmounts = (a, b) => {
-    if (isZeroAmount(b)) {
-        return { ...a };
-    }
-    if (isZeroAmount(a)) {
-        return { ...b, amount: -b.amount };
-    }
-    if (a.currencyCode !== b.currencyCode ||
-        a.currencySymbol !== b.currencySymbol) {
-        console.warn(`cashManagementOverview: skipping balance with mismatched currency. Expected ${a.currencyCode} (${a.currencySymbol}), got ${b.currencyCode} (${b.currencySymbol}).`);
-        return a;
-    }
-    return {
-        amount: a.amount - b.amount,
-        currencyCode: a.currencyCode,
-        currencySymbol: a.currencySymbol,
-    };
-};
-const isZeroAmount = (a) => a.amount === 0 && a.currencyCode === 'USD' && a.currencySymbol === '$';
-/**
- * Adds two Amounts. Currencies must match (the seeded zeroAmount() counts as
- * "no currency yet" and adopts `b`'s currency). Mismatches return `a`
- * unchanged and warn — mixing currencies in a total is a bug, not silent
- * conversion.
- */
-const addAmounts = (a, b) => {
-    if (isZeroAmount(a)) {
-        return { ...b };
-    }
-    if (a.currencyCode !== b.currencyCode ||
-        a.currencySymbol !== b.currencySymbol) {
-        console.warn(`cashManagementOverview: skipping balance with mismatched currency. Expected ${a.currencyCode} (${a.currencySymbol}), got ${b.currencyCode} (${b.currencySymbol}).`);
-        return a;
-    }
-    return {
-        amount: a.amount + b.amount,
-        currencyCode: a.currencyCode,
-        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/esm/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewState.js

@@ -1,10 +0,0 @@
-export const initialCashManagementBannerState = {
-    fetchState: 'Not-Started',
-    error: undefined,
-    data: undefined,
-};
-export const initialCashManagementRecentTransferState = {
-    fetchState: 'Not-Started',
-    error: undefined,
-    data: undefined,
-};

package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementBannerEpic.js

@@ -1,23 +0,0 @@
-import { from } from 'rxjs';
-import { filter, mergeMap } from 'rxjs/operators';
-import { fetchCashManagementSettings } from '../../autoSweepFlow/autoSweepFlowReducer';
-import { fetchCashManagementBanner, fetchCashManagementRecommendation, fetchRecentTransfer, } from '../cashManagementOverviewReducer';
-export const fetchCashManagementBannerEpic = (actions$, state$) => actions$.pipe(filter(fetchCashManagementBanner.match), mergeMap((action) => {
-    const { cacheOverride } = action.payload;
-    const state = state$.value;
-    const actions = [];
-    if (cacheOverride === true ||
-        needsFetch(state.cashManagementOverviewState.banner.fetchState)) {
-        actions.push(fetchCashManagementRecommendation());
-    }
-    if (cacheOverride === true ||
-        needsFetch(state.autoSweepFlowState.fetchState)) {
-        actions.push(fetchCashManagementSettings());
-    }
-    if (cacheOverride === true ||
-        needsFetch(state.cashManagementOverviewState.recentTransfer.fetchState)) {
-        actions.push(fetchRecentTransfer());
-    }
-    return from(actions);
-}));
-const needsFetch = (fetchState) => fetchState !== 'Completed' && fetchState !== 'In-Progress';