@zeniai/client-epic-state 5.0.82-betaAK1 → 5.0.82-betaAK2

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

@@ -11,7 +11,9 @@ export const toSaveAutoSweepSettingsBody = (state) => ({
  * Map a `GET /cash-management/settings` payload into the slice's writable
  * fields. Defensive on the frequency (string-from-the-wire → union via
  * `toAutoSweepFrequency`, falling back to `'weekly'` if the server returns
- * something we don't model yet).
+ * something we don't model yet). Only the source account *id* is stored
+ * here — the full deposit-account payload is published to the entity bucket
+ * by the fetch epic.
  */
 export const toAutoSweepFlowStatePatch = (payload) => {
     const currencyCode = payload.source_bank_account.balances?.currency_code;
@@ -19,6 +21,7 @@ export const toAutoSweepFlowStatePatch = (payload) => {
     return {
         bufferAmount: toAmount(payload.minimum_buffer_usd, currencyCode ?? 'USD', currencySymbol ?? '$'),
         frequency: toAutoSweepFrequency(payload.frequency) ?? 'weekly',
+        primaryFundingAccountId: payload.source_bank_account.deposit_account_id ?? undefined,
         settingsId: payload.cash_management_settings_id ?? undefined,
     };
 };

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

@@ -22,6 +22,7 @@ const autoSweepFlow = createSlice({
             const patch = toAutoSweepFlowStatePatch(action.payload.data);
             draft.bufferAmount = patch.bufferAmount;
             draft.frequency = patch.frequency;
+            draft.primaryFundingAccountId = patch.primaryFundingAccountId;
             draft.settingsId = patch.settingsId;
             draft.fetchState = 'Completed';
             draft.error = undefined;

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

@@ -1,15 +1,27 @@
+import { getDepositAccountByDepositAccountId } from '../../../../entity/depositAccount/depositAccountSelector';
+import { mapDepositAccToFundingAccount, } from '../../commonSetup/setupViewSelector';
+import { getTreasuryDetail } from '../../treasury/treasuryList/treasuryDetailSelector';
 import { bufferAmountToRisk, } from './autoSweepFlowState';
 export const getAutoSweepFlow = (state) => {
-    const { bufferAmount, frequency, memo, saveStatus, settingsId, fetchState, error, } = state.autoSweepFlowState;
+    const { bufferAmount, frequency, memo, saveStatus, settingsId, primaryFundingAccountId, fetchState, error, } = state.autoSweepFlowState;
+    const depositAccount = primaryFundingAccountId != null
+        ? getDepositAccountByDepositAccountId(state.depositAccountState, primaryFundingAccountId)
+        : undefined;
     return {
         fetchState,
         error,
-        bufferAmount,
-        frequency,
-        memo,
-        risk: bufferAmountToRisk(bufferAmount.amount),
+        formData: {
+            bufferAmount,
+            frequency,
+            memo,
+            risk: bufferAmountToRisk(bufferAmount.amount),
+        },
+        primaryFundingAccount: depositAccount != null
+            ? mapDepositAccToFundingAccount(depositAccount)
+            : undefined,
         saveStatus,
         settingsId,
+        treasurySummary: getTreasuryDetail(state).accountSummary,
         version: 0,
     };
 };

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

@@ -39,6 +39,7 @@ export const initialAutoSweepFlowState = {
     frequency: 'weekly',
     memo: '',
     saveStatus: { fetchState: 'Not-Started', error: undefined },
+    primaryFundingAccountId: undefined,
     settingsId: undefined,
     fetchState: 'Not-Started',
     error: undefined,

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

@@ -1,5 +1,6 @@
 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';
 /**
@@ -15,7 +16,12 @@ export const fetchCashManagementSettingsEpic = (actions$, _state$, zeniAPI) => a
     .getJSON(`https://dev.api.zeni.ai/cash-management-agent/1.0/cash-management/settings`)
     .pipe(mergeMap((response) => {
     if (isSuccessResponse(response) && response.data != null) {
-        return of(updateCashManagementSettings({ data: response.data }));
+        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',

package/lib/index.d.ts

@@ -940,7 +940,7 @@ export { DEFAULT_SESSION_CONFIG } from './entity/tenant/sessionTypes';
 export { fetchCashManagementBanner, fetchCashManagementOverviewPage, } from './view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer';
 export { clearAutoSweepFlow, fetchCashManagementSettings, saveAutoSweepSettings, updateAutoSweepSettingsFetchStatus, updateCashManagementSettings, updateCashManagementSettingsFetchStatus, } from './view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer';
 export { getAutoSweepFlow } from './view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowSelector';
-export type { AutoSweepFlowSelectorView } from './view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowSelector';
+export type { AutoSweepFlowFormData, AutoSweepFlowSelectorView, } from './view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowSelector';
 export { RISK_BUFFER_AMOUNT, bufferAmountToRisk, } from './view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowState';
 export type { AutoSweepFlowState, AutoSweepFrequency, RiskLevel, } from './view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowState';
 export { CashManagementOverviewBannerSelectorView, CashManagementOverviewSelectorView, CashProjectionPoint, getCashManagementOverview, getCashManagementOverviewBanner, } from './view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewSelector';

package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowPayload.d.ts

@@ -1,5 +1,6 @@
 import { Amount } from '../../../../commonStateTypes/amount';
 import { ID } from '../../../../commonStateTypes/common';
+import { DepositAccountPayload } from '../../../../entity/depositAccount/depositAccountPayload';
 import { ZeniAPIResponse } from '../../../../responsePayload';
 import { AutoSweepFlowState, AutoSweepFrequency } from './autoSweepFlowState';
 /**
@@ -16,37 +17,29 @@ export interface SaveAutoSweepSettingsBody {
 export type SaveAutoSweepSettingsResponse = ZeniAPIResponse<unknown>;
 export declare const toSaveAutoSweepSettingsBody: (state: Pick<AutoSweepFlowState, "bufferAmount" | "frequency" | "memo">) => SaveAutoSweepSettingsBody;
 /**
- * Subset of the source bank account payload the cash-management settings
- * endpoint embeds. Kept narrow on purpose — we only consume the fields the
- * banner / setup flow needs today (account id + balances + currency). The
- * rest of the deposit-account shape is available via the deposit-account
- * entity bucket if a caller needs more.
+ * `source_bank_account` on the cash-management settings response matches the
+ * shared `DepositAccountPayload` shape, so the fetch epic dispatches it into
+ * the deposit-account entity bucket and the auto-sweep slice only keeps the
+ * id. The selector hydrates the full `FundingAccount` on read.
  */
-export interface CashManagementSettingsSourceBankAccountPayload {
-    balances?: {
-        available?: number;
-        currency_code?: string;
-        currency_symbol?: string;
-        current?: number;
-        hold?: number;
-    };
-    deposit_account_id?: string;
-}
 export interface CashManagementSettingsPayload {
     cash_management_settings_id: string | null;
     frequency: string;
     minimum_buffer_usd: number;
-    source_bank_account: CashManagementSettingsSourceBankAccountPayload;
+    source_bank_account: DepositAccountPayload;
 }
 export type CashManagementSettingsResponse = ZeniAPIResponse<CashManagementSettingsPayload>;
 /**
  * Map a `GET /cash-management/settings` payload into the slice's writable
  * fields. Defensive on the frequency (string-from-the-wire → union via
  * `toAutoSweepFrequency`, falling back to `'weekly'` if the server returns
- * something we don't model yet).
+ * something we don't model yet). Only the source account *id* is stored
+ * here — the full deposit-account payload is published to the entity bucket
+ * by the fetch epic.
  */
 export declare const toAutoSweepFlowStatePatch: (payload: CashManagementSettingsPayload) => {
     bufferAmount: Amount;
     frequency: AutoSweepFrequency;
+    primaryFundingAccountId?: ID;
     settingsId?: ID;
 };

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

@@ -15,7 +15,9 @@ exports.toSaveAutoSweepSettingsBody = toSaveAutoSweepSettingsBody;
  * Map a `GET /cash-management/settings` payload into the slice's writable
  * fields. Defensive on the frequency (string-from-the-wire → union via
  * `toAutoSweepFrequency`, falling back to `'weekly'` if the server returns
- * something we don't model yet).
+ * something we don't model yet). Only the source account *id* is stored
+ * here — the full deposit-account payload is published to the entity bucket
+ * by the fetch epic.
  */
 const toAutoSweepFlowStatePatch = (payload) => {
     const currencyCode = payload.source_bank_account.balances?.currency_code;
@@ -23,6 +25,7 @@ const toAutoSweepFlowStatePatch = (payload) => {
     return {
         bufferAmount: (0, amount_1.toAmount)(payload.minimum_buffer_usd, currencyCode ?? 'USD', currencySymbol ?? '$'),
         frequency: (0, autoSweepFlowState_1.toAutoSweepFrequency)(payload.frequency) ?? 'weekly',
+        primaryFundingAccountId: payload.source_bank_account.deposit_account_id ?? undefined,
         settingsId: payload.cash_management_settings_id ?? undefined,
     };
 };

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

@@ -26,6 +26,7 @@ const autoSweepFlow = (0, toolkit_1.createSlice)({
             const patch = (0, autoSweepFlowPayload_1.toAutoSweepFlowStatePatch)(action.payload.data);
             draft.bufferAmount = patch.bufferAmount;
             draft.frequency = patch.frequency;
+            draft.primaryFundingAccountId = patch.primaryFundingAccountId;
             draft.settingsId = patch.settingsId;
             draft.fetchState = 'Completed';
             draft.error = undefined;

package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowSelector.d.ts

@@ -2,15 +2,32 @@ import { Amount } from '../../../../commonStateTypes/amount';
 import { FetchStateAndError, ID } from '../../../../commonStateTypes/common';
 import { SelectorView } from '../../../../commonStateTypes/viewAndReport/viewAndReport';
 import { RootState } from '../../../../reducer';
+import { FundingAccount } from '../../commonSetup/setupViewSelector';
+import { TreasurySummaryWithBalance } from '../../treasury/treasuryList/treasuryDetailState';
 import { AutoSweepFrequency, RiskLevel } from './autoSweepFlowState';
-export interface AutoSweepFlowSelectorView extends SelectorView {
+/**
+ * The editable form state behind `<AutoSweepSetupPage>`. Kept as a nested
+ * object on the selector view so the screen can pass it through as a single
+ * unit and the rest of the view (server-derived data + statuses) stays
+ * separate from "what the user is currently editing".
+ */
+export interface AutoSweepFlowFormData {
     bufferAmount: Amount;
     frequency: AutoSweepFrequency;
     memo: string;
     /** Derived from `bufferAmount` — the matching preset risk level, falling
      *  back to `'moderate'` for custom server-side values. */
     risk: RiskLevel;
+}
+export interface AutoSweepFlowSelectorView extends SelectorView {
+    formData: AutoSweepFlowFormData;
     saveStatus: FetchStateAndError;
+    /** Resolved from `primaryFundingAccountId` against the deposit-account
+     *  entity bucket. `undefined` until the GET fetch publishes the account. */
+    primaryFundingAccount?: FundingAccount;
     settingsId?: ID;
+    /** Treasury account summary used by the setup / review flow to render the
+     *  destination column. Mirrors `getTreasuryDetail().accountSummary`. */
+    treasurySummary?: TreasurySummaryWithBalance;
 }
 export declare const getAutoSweepFlow: (state: RootState) => AutoSweepFlowSelectorView;

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

@@ -1,18 +1,30 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.getAutoSweepFlow = void 0;
+const depositAccountSelector_1 = require("../../../../entity/depositAccount/depositAccountSelector");
+const setupViewSelector_1 = require("../../commonSetup/setupViewSelector");
+const treasuryDetailSelector_1 = require("../../treasury/treasuryList/treasuryDetailSelector");
 const autoSweepFlowState_1 = require("./autoSweepFlowState");
 const getAutoSweepFlow = (state) => {
-    const { bufferAmount, frequency, memo, saveStatus, settingsId, fetchState, error, } = state.autoSweepFlowState;
+    const { bufferAmount, frequency, memo, saveStatus, settingsId, primaryFundingAccountId, fetchState, error, } = state.autoSweepFlowState;
+    const depositAccount = primaryFundingAccountId != null
+        ? (0, depositAccountSelector_1.getDepositAccountByDepositAccountId)(state.depositAccountState, primaryFundingAccountId)
+        : undefined;
     return {
         fetchState,
         error,
-        bufferAmount,
-        frequency,
-        memo,
-        risk: (0, autoSweepFlowState_1.bufferAmountToRisk)(bufferAmount.amount),
+        formData: {
+            bufferAmount,
+            frequency,
+            memo,
+            risk: (0, autoSweepFlowState_1.bufferAmountToRisk)(bufferAmount.amount),
+        },
+        primaryFundingAccount: depositAccount != null
+            ? (0, setupViewSelector_1.mapDepositAccToFundingAccount)(depositAccount)
+            : undefined,
         saveStatus,
         settingsId,
+        treasurySummary: (0, treasuryDetailSelector_1.getTreasuryDetail)(state).accountSummary,
         version: 0,
     };
 };

package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowState.d.ts

@@ -39,6 +39,13 @@ export interface AutoSweepFlowState extends FetchStateAndError {
     frequency: AutoSweepFrequency;
     memo: string;
     saveStatus: FetchStateAndError;
+    /**
+     * Deposit-account id of the primary funding account returned by GET
+     * `/cash-management/settings`. The selector resolves it against the
+     * deposit-account entity bucket via `getDepositAccountByDepositAccountId`
+     * and exposes a hydrated `FundingAccount`.
+     */
+    primaryFundingAccountId?: ID;
     settingsId?: ID;
 }
 export declare const initialAutoSweepFlowState: AutoSweepFlowState;

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

@@ -45,6 +45,7 @@ exports.initialAutoSweepFlowState = {
     frequency: 'weekly',
     memo: '',
     saveStatus: { fetchState: 'Not-Started', error: undefined },
+    primaryFundingAccountId: undefined,
     settingsId: undefined,
     fetchState: 'Not-Started',
     error: undefined,

package/lib/view/spendManagement/cashManagement/autoSweepFlow/epics/fetchCashManagementSettingsEpic.d.ts

@@ -1,9 +1,10 @@
 import { ActionsObservable, StateObservable } from 'redux-observable';
 import { Observable } from 'rxjs';
+import { updateDepositAccounts } from '../../../../../entity/depositAccount/depositAccountReducer';
 import { RootState } from '../../../../../reducer';
 import { ZeniAPI } from '../../../../../zeniAPI';
 import { fetchCashManagementSettings, updateCashManagementSettings, updateCashManagementSettingsFetchStatus } from '../autoSweepFlowReducer';
-export type ActionType = ReturnType<typeof fetchCashManagementSettings> | ReturnType<typeof updateCashManagementSettings> | ReturnType<typeof updateCashManagementSettingsFetchStatus>;
+export type ActionType = ReturnType<typeof fetchCashManagementSettings> | ReturnType<typeof updateCashManagementSettings> | ReturnType<typeof updateCashManagementSettingsFetchStatus> | ReturnType<typeof updateDepositAccounts>;
 /**
  * Hits `GET /cash-management/settings` and hydrates the auto-sweep slice
  * with the server's existing settings (frequency, minimum buffer, settings

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

@@ -3,6 +3,7 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.fetchCashManagementSettingsEpic = void 0;
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
+const depositAccountReducer_1 = require("../../../../../entity/depositAccount/depositAccountReducer");
 const responsePayload_1 = require("../../../../../responsePayload");
 const autoSweepFlowReducer_1 = require("../autoSweepFlowReducer");
 /**
@@ -18,7 +19,12 @@ const fetchCashManagementSettingsEpic = (actions$, _state$, zeniAPI) => actions$
     .getJSON(`https://dev.api.zeni.ai/cash-management-agent/1.0/cash-management/settings`)
     .pipe((0, operators_1.mergeMap)((response) => {
     if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
-        return (0, rxjs_1.of)((0, autoSweepFlowReducer_1.updateCashManagementSettings)({ data: response.data }));
+        return (0, rxjs_1.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.
+        (0, depositAccountReducer_1.updateDepositAccounts)([response.data.source_bank_account]), (0, autoSweepFlowReducer_1.updateCashManagementSettings)({ data: response.data }));
     }
     return (0, rxjs_1.of)((0, autoSweepFlowReducer_1.updateCashManagementSettingsFetchStatus)({
         fetchState: 'Error',

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.0.82-betaAK1",
+  "version": "5.0.82-betaAK2",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",