@zeniai/client-epic-state 5.0.82-betaAK2 → 5.0.82-betaAK4

package/lib/esm/index.js

@@ -665,7 +665,7 @@ export { getTransactionActivityLogView, } from './view/transactionActivityLogVie
 export { SessionManager } from './entity/tenant/SessionManager';
 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 { clearAutoSweepFlow, fetchCashManagementSettings, saveAutoSweepSettings, updateAutoSweepDraft, updateAutoSweepSettingsFetchStatus, updateCashManagementSettings, updateCashManagementSettingsFetchStatus, } from './view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer';
 export { getAutoSweepFlow } from './view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowSelector';
 export { RISK_BUFFER_AMOUNT, bufferAmountToRisk, } from './view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowState';
 export { getCashManagementOverview, getCashManagementOverviewBanner, } from './view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewSelector';

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

@@ -32,13 +32,25 @@ const autoSweepFlow = createSlice({
             draft.error = action.payload.error;
         },
         /**
-         * Persists the form values into state and flips `saveStatus` to
-         * `In-Progress`; the save epic picks this up and PUTs the settings.
+         * 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`.
          */
-        saveAutoSweepSettings(draft, action) {
+        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) {
@@ -52,5 +64,5 @@ const autoSweepFlow = createSlice({
         },
     },
 });
-export const { fetchCashManagementSettings, updateCashManagementSettings, updateCashManagementSettingsFetchStatus, saveAutoSweepSettings, updateAutoSweepSettingsFetchStatus, clearAutoSweepFlow, } = autoSweepFlow.actions;
+export const { fetchCashManagementSettings, updateCashManagementSettings, updateCashManagementSettingsFetchStatus, updateAutoSweepDraft, saveAutoSweepSettings, updateAutoSweepSettingsFetchStatus, clearAutoSweepFlow, } = autoSweepFlow.actions;
 export default autoSweepFlow.reducer;

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

@@ -1,6 +1,7 @@
 import { getDepositAccountByDepositAccountId } from '../../../../entity/depositAccount/depositAccountSelector';
 import { mapDepositAccToFundingAccount, } from '../../commonSetup/setupViewSelector';
 import { getTreasuryDetail } from '../../treasury/treasuryList/treasuryDetailSelector';
+import { getCashManagementOverviewBanner } from '../cashManagementOverview/cashManagementOverviewSelector';
 import { bufferAmountToRisk, } from './autoSweepFlowState';
 export const getAutoSweepFlow = (state) => {
     const { bufferAmount, frequency, memo, saveStatus, settingsId, primaryFundingAccountId, fetchState, error, } = state.autoSweepFlowState;
@@ -21,6 +22,7 @@ export const getAutoSweepFlow = (state) => {
             : undefined,
         saveStatus,
         settingsId,
+        sweepAmount: getCashManagementOverviewBanner(state).amount,
         treasurySummary: getTreasuryDetail(state).accountSummary,
         version: 0,
     };

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

@@ -3,25 +3,26 @@ import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
 import { toSaveAutoSweepSettingsBody, } from '../autoSweepFlowPayload';
 import { saveAutoSweepSettings, updateAutoSweepSettingsFetchStatus, } from '../autoSweepFlowReducer';
-/**
- * Hits `PUT /cash-management/settings` with the values the user just
- * confirmed in the auto-sweep flow.
- *
- * TODO: switch the endpoint to a base URL constant once the prod endpoint
- * lands; right now this hits the dev environment directly.
- */
-export const saveAutoSweepSettingsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(saveAutoSweepSettings.match), switchMap((action) => zeniAPI
-    .putAndGetJSON(`https://dev.api.zeni.ai/cash-management-agent/1.0/cash-management/settings`, toSaveAutoSweepSettingsBody(action.payload))
-    .pipe(mergeMap((response) => {
-    if (isSuccessResponse(response)) {
-        return of(updateAutoSweepSettingsFetchStatus({ fetchState: 'Completed' }));
-    }
-    return of(updateAutoSweepSettingsFetchStatus({
+export const saveAutoSweepSettingsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(saveAutoSweepSettings.match), switchMap(() => {
+    const { bufferAmount, frequency, memo } = state$.value.autoSweepFlowState;
+    const payload = toSaveAutoSweepSettingsBody({
+        bufferAmount,
+        frequency,
+        memo,
+    });
+    return zeniAPI
+        .putAndGetJSON(`https://dev.api.zeni.ai/cash-management-agent/1.0/cash-management/settings`, payload)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response)) {
+            return of(updateAutoSweepSettingsFetchStatus({ fetchState: 'Completed' }));
+        }
+        return of(updateAutoSweepSettingsFetchStatus({
+            fetchState: 'Error',
+            error: response.status,
+        }));
+    }), catchError((error) => 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' +
-        JSON.stringify(error)),
-}))))));
+        error: createZeniAPIStatus('Unexpected Error', 'Save auto-sweep settings REST API call errored out' +
+            JSON.stringify(error)),
+    }))));
+}));

package/lib/index.d.ts

@@ -938,7 +938,7 @@ export { SessionManager } from './entity/tenant/SessionManager';
 export type { SessionCallbacks, SessionConfig, } from './entity/tenant/sessionTypes';
 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 { clearAutoSweepFlow, fetchCashManagementSettings, saveAutoSweepSettings, updateAutoSweepDraft, updateAutoSweepSettingsFetchStatus, updateCashManagementSettings, updateCashManagementSettingsFetchStatus, } from './view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer';
 export { getAutoSweepFlow } 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';

package/lib/index.js

@@ -71,7 +71,7 @@ exports.saveReasonForAuditRule = exports.fetchAuditReportGroupView = exports.fet
 exports.updateReferralListSortUiState = exports.saveReferralFormDataInLocalStore = exports.clearReferrals = exports.sendReferralInvite = exports.fetchReferrals = exports.AmountStatusTypes = exports.StatusTypes = exports.toReferralListViewSortKeyType = exports.getInviteFormView = exports.getReferralListView = exports.getNotifications = exports.getLastNotificationTime = exports.pushToastNotification = exports.isFeatureInterestRegistered = exports.getRegisteredInterestsByFeature = exports.getRegisteredInterests = exports.getFeatureNotificationView = exports.notifyMeForFeature = exports.fetchRegisteredInterests = exports.clearFeatureNotificationView = exports.getNotificationsForSelectedSubTab = exports.getExternalNotificationsForSelectedSubTab = exports.getNotificationView = exports.updateNotificationViewUIState = exports.updateNotificationViewSubTab = exports.updateNotificationViewCurrentTabAndSubTab = exports.updateNotificationViewTabState = exports.updateNotificationViewNotificationStatus = exports.updateNotificationViewAllNotificationsStatus = exports.fetchNotificationUnreadCountSuccess = exports.fetchNotificationUnreadCount = exports.fetchNotificationView = exports.toNotificationTabTypeStrict = exports.toNotificationSubTabTypeStrict = exports.updateCommentsNotificationsStatuses = exports.updateCommentsNotifications = exports.toNotificationModeStrict = exports.parseOAuthParams = exports.getZeniOAuthApproveRedirectUrl = exports.getZeniOAuthApproveFetchState = exports.getZeniOAuthApproveError = exports.clearZeniOAuthView = exports.approveOAuthConsentSuccess = exports.approveOAuthConsentFailure = exports.approveOAuthConsent = exports.fetchZeniAccountsPromoCard = exports.getZeniAccountsPromoCard = exports.getAuthenticationView = exports.fetchCollaborationAuthToken = exports.clearAuditReportGroupViewByCompanyId = void 0;
 exports.fetchAiAccountantJobs = exports.fetchAiAccountantCustomers = exports.clearAiAccountantView = exports.cancelAiAccountantOnboarding = exports.getAiAccountantJobsByTenantId = exports.getAiAccountantCustomers = exports.updateAiAccountantJobs = exports.updateAiAccountantCustomer = exports.updateAiAccountantCustomers = exports.clearAllAiAccountantCustomers = exports.toAiAccountantJob = exports.toAiAccountantEnrollment = exports.toAiAccountantCustomer = exports.toAiAccountantOperationType = exports.toAiAccountantJobStatus = exports.toAiAccountantEnrollmentStatus = exports.getAllowedOperationsForStatus = exports.getTreasuryFundsMaximumYield = exports.getTreasurySetupViewDetails = exports.updateTreasuryVideoViewed = exports.updateFundAllocationLocalData = exports.fetchPortfolioAllocation = exports.updatePortfolioAllocation = exports.fetchTreasuryFunds = exports.clearTreasurySetupView = exports.fetchTreasurySetupView = exports.acceptTreasuryTerms = exports.getExpressPayView = exports.resetExpressPayLocalData = exports.submitExpressPay = exports.updateExpressPayFormLocalData = exports.fetchExpressPayInitialDetails = exports.getIntlWireVerificationView = exports.updateVerificationFormLocalData = exports.submitInternationalVerificationForm = exports.fetchInternationalVerificationForm = exports.createTaskFromTaskGroupTemplate = exports.getCompanyTaskManagerView = exports.fetchTaskManagerMetrics = exports.fetchCompanyTaskManagerView = exports.toRecurringFrequency = exports.toDayOfWeek = exports.getRecurringEndDateFromCount = exports.getMinAllowedEndDate = exports.SEMI_WEEKLY_REQUIRED_DAYS_COUNT = exports.ALL_WEEK_DAYS = exports.updateReferViewed = exports.getRewardsPlanCard = exports.fetchRewardsPlan = exports.resendReferralInvite = void 0;
 exports.toAiCfoChartTypeStrict = exports.toAiCfoChartType = exports.toAiCfoVisualizationTypeStrict = exports.toAiCfoVisualizationType = exports.ALL_AI_CFO_ANSWER_RESPONSE_TYPES = exports.ALL_AI_CFO_ANSWER_STATE_TYPES = exports.ALL_AI_CFO_VISUALIZATION_TYPES = exports.ALL_AI_CFO_CHARTS_TYPES = exports.getAiCfoSelectorView = exports.getAllQuestionsForChatSession = exports.getQuestionAnswerByIdForChatSession = exports.getAllQuestionAnswersForChatSession = exports.toAiCfoVisualization = exports.clearAiCfo = exports.clearSession = exports.addQuestionPayload = exports.upsertOrAddQuestionAnswerPayload = exports.upsertAnswerPayload = exports.setSessions = exports.setNewSession = exports.getSuggestedQuestionsForPageContext = exports.getAiCfoView = exports.clearAiCfoSidePanelHostPageContext = exports.applyAiCfoSidePanelHostPageTransition = exports.fetchSuggestedQuestionsFailure = exports.fetchSuggestedQuestionsSuccess = exports.fetchSuggestedQuestions = exports.updateResponseState = exports.deleteChatSession = exports.acceptMasterTOS = exports.fetchChatHistory = exports.stopSubmitQuestion = exports.stopSubmit = exports.createSessionAndSubmit = exports.clearLastContextMessage = exports.clearDeleteChatSessionStatus = exports.clearCurrentSessionId = exports.clearAiCfoView = exports.setSession = exports.clearInput = exports.updateCotCollapsedState = exports.updateCurrentInput = exports.updateAiCfoViewScrollPosition = exports.submitQuestion = exports.createSession = exports.fetchChatSessionsForUser = exports.getAiAccountantCockpitView = exports.updateAiAccountantUIState = exports.triggerAiAccountantJob = exports.setSelectedTenantIdsForJobTrigger = void 0;
-exports.getCashManagementOverviewBanner = exports.getCashManagementOverview = exports.bufferAmountToRisk = exports.RISK_BUFFER_AMOUNT = exports.getAutoSweepFlow = exports.updateCashManagementSettingsFetchStatus = exports.updateCashManagementSettings = exports.updateAutoSweepSettingsFetchStatus = exports.saveAutoSweepSettings = exports.fetchCashManagementSettings = exports.clearAutoSweepFlow = exports.fetchCashManagementOverviewPage = exports.fetchCashManagementBanner = exports.DEFAULT_SESSION_CONFIG = exports.SessionManager = exports.getTransactionActivityLogView = exports.fetchTransactionActivityLog = exports.BULK_UPLOAD_BAR_COMPLETE_HOLD_MS = exports.BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS = exports.getAutoTransferRuleHistory = exports.getAutoTransferRuleById = exports.getAutoTransferRules = exports.clearRuleUpdateLocalData = exports.updateRuleLocalData = exports.fetchAutoTransferReviewDetail = exports.fetchAutoTransferRuleHistory = exports.deleteAutoTransferRule = exports.updateAutoTransferRule = exports.createAutoTransferRule = exports.fetchAutoTransferRules = exports.getTreasuryTaxLetters = exports.fetchTreasuryTaxLetterList = exports.getTreasuryStatements = exports.fetchTreasuryStatementList = exports.getTreasuryTransferMoney = exports.clearTreasuryTransferMoney = exports.updateTreasuryTransferMoneyLocalData = exports.executeTreasuryTransferMoney = exports.getTreasuryDetail = exports.updateTreasuryTransactionListUIState = exports.fetchTreasuryTransactionList = exports.fetchTreasuryOverviewDetail = exports.toMessageType = exports.toMessageSender = exports.toAiCfoAnswerResponseTypeStrict = exports.toAiCfoAnswerResponseType = exports.toAiCfoAnswerStateTypeStrict = exports.toAiCfoAnswerStateType = void 0;
+exports.getCashManagementOverviewBanner = exports.getCashManagementOverview = exports.bufferAmountToRisk = exports.RISK_BUFFER_AMOUNT = exports.getAutoSweepFlow = exports.updateCashManagementSettingsFetchStatus = exports.updateCashManagementSettings = exports.updateAutoSweepSettingsFetchStatus = exports.updateAutoSweepDraft = exports.saveAutoSweepSettings = exports.fetchCashManagementSettings = exports.clearAutoSweepFlow = exports.fetchCashManagementOverviewPage = exports.fetchCashManagementBanner = exports.DEFAULT_SESSION_CONFIG = exports.SessionManager = exports.getTransactionActivityLogView = exports.fetchTransactionActivityLog = exports.BULK_UPLOAD_BAR_COMPLETE_HOLD_MS = exports.BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS = exports.getAutoTransferRuleHistory = exports.getAutoTransferRuleById = exports.getAutoTransferRules = exports.clearRuleUpdateLocalData = exports.updateRuleLocalData = exports.fetchAutoTransferReviewDetail = exports.fetchAutoTransferRuleHistory = exports.deleteAutoTransferRule = exports.updateAutoTransferRule = exports.createAutoTransferRule = exports.fetchAutoTransferRules = exports.getTreasuryTaxLetters = exports.fetchTreasuryTaxLetterList = exports.getTreasuryStatements = exports.fetchTreasuryStatementList = exports.getTreasuryTransferMoney = exports.clearTreasuryTransferMoney = exports.updateTreasuryTransferMoneyLocalData = exports.executeTreasuryTransferMoney = exports.getTreasuryDetail = exports.updateTreasuryTransactionListUIState = exports.fetchTreasuryTransactionList = exports.fetchTreasuryOverviewDetail = exports.toMessageType = exports.toMessageSender = exports.toAiCfoAnswerResponseTypeStrict = exports.toAiCfoAnswerResponseType = exports.toAiCfoAnswerStateTypeStrict = exports.toAiCfoAnswerStateType = void 0;
 const allowedValue_1 = require("./commonStateTypes/allowedValue");
 Object.defineProperty(exports, "isAllowedValueWithCode", { enumerable: true, get: function () { return allowedValue_1.isAllowedValueWithCode; } });
 Object.defineProperty(exports, "isAllowedValueWithID", { enumerable: true, get: function () { return allowedValue_1.isAllowedValueWithID; } });
@@ -2339,6 +2339,7 @@ var autoSweepFlowReducer_1 = require("./view/spendManagement/cashManagement/auto
 Object.defineProperty(exports, "clearAutoSweepFlow", { enumerable: true, get: function () { return autoSweepFlowReducer_1.clearAutoSweepFlow; } });
 Object.defineProperty(exports, "fetchCashManagementSettings", { enumerable: true, get: function () { return autoSweepFlowReducer_1.fetchCashManagementSettings; } });
 Object.defineProperty(exports, "saveAutoSweepSettings", { enumerable: true, get: function () { return autoSweepFlowReducer_1.saveAutoSweepSettings; } });
+Object.defineProperty(exports, "updateAutoSweepDraft", { enumerable: true, get: function () { return autoSweepFlowReducer_1.updateAutoSweepDraft; } });
 Object.defineProperty(exports, "updateAutoSweepSettingsFetchStatus", { enumerable: true, get: function () { return autoSweepFlowReducer_1.updateAutoSweepSettingsFetchStatus; } });
 Object.defineProperty(exports, "updateCashManagementSettings", { enumerable: true, get: function () { return autoSweepFlowReducer_1.updateCashManagementSettings; } });
 Object.defineProperty(exports, "updateCashManagementSettingsFetchStatus", { enumerable: true, get: function () { return autoSweepFlowReducer_1.updateCashManagementSettingsFetchStatus; } });

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

@@ -8,12 +8,12 @@ import { AutoSweepFlowState, AutoSweepFrequency } from './autoSweepFlowState';
  * cash-management-agent contract; `minimum_buffer_usd` is a plain number
  * (the slice tracks the canonical `Amount` value).
  */
-export interface SaveAutoSweepSettingsBody {
+export type SaveAutoSweepSettingsBody = {
     first_transfer_date: string;
     frequency: string;
     memo: string;
     minimum_buffer_usd: number;
-}
+};
 export type SaveAutoSweepSettingsResponse = ZeniAPIResponse<unknown>;
 export declare const toSaveAutoSweepSettingsBody: (state: Pick<AutoSweepFlowState, "bufferAmount" | "frequency" | "memo">) => SaveAutoSweepSettingsBody;
 /**

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

@@ -9,11 +9,11 @@ export declare const fetchCashManagementSettings: import("@reduxjs/toolkit").Act
 }, "autoSweepFlow/updateCashManagementSettings">, updateCashManagementSettingsFetchStatus: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     fetchState: FetchState;
     error?: ZeniAPIStatus;
-}, "autoSweepFlow/updateCashManagementSettingsFetchStatus">, saveAutoSweepSettings: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "autoSweepFlow/updateCashManagementSettingsFetchStatus">, updateAutoSweepDraft: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     bufferAmount: Amount;
     frequency: AutoSweepFrequency;
     memo: string;
-}, "autoSweepFlow/saveAutoSweepSettings">, updateAutoSweepSettingsFetchStatus: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "autoSweepFlow/updateAutoSweepDraft">, saveAutoSweepSettings: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"autoSweepFlow/saveAutoSweepSettings">, updateAutoSweepSettingsFetchStatus: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     fetchState: FetchState;
     error?: ZeniAPIStatus;
 }, "autoSweepFlow/updateAutoSweepSettingsFetchStatus">, clearAutoSweepFlow: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"autoSweepFlow/clearAutoSweepFlow">;

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

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.clearAutoSweepFlow = exports.updateAutoSweepSettingsFetchStatus = exports.saveAutoSweepSettings = exports.updateCashManagementSettingsFetchStatus = exports.updateCashManagementSettings = exports.fetchCashManagementSettings = exports.initialState = void 0;
+exports.clearAutoSweepFlow = exports.updateAutoSweepSettingsFetchStatus = exports.saveAutoSweepSettings = exports.updateAutoSweepDraft = exports.updateCashManagementSettingsFetchStatus = exports.updateCashManagementSettings = exports.fetchCashManagementSettings = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const autoSweepFlowPayload_1 = require("./autoSweepFlowPayload");
 const autoSweepFlowState_1 = require("./autoSweepFlowState");
@@ -36,13 +36,25 @@ const autoSweepFlow = (0, toolkit_1.createSlice)({
             draft.error = action.payload.error;
         },
         /**
-         * Persists the form values into state and flips `saveStatus` to
-         * `In-Progress`; the save epic picks this up and PUTs the settings.
+         * 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`.
          */
-        saveAutoSweepSettings(draft, action) {
+        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) {
@@ -56,5 +68,5 @@ const autoSweepFlow = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = autoSweepFlow.actions, exports.fetchCashManagementSettings = _a.fetchCashManagementSettings, exports.updateCashManagementSettings = _a.updateCashManagementSettings, exports.updateCashManagementSettingsFetchStatus = _a.updateCashManagementSettingsFetchStatus, exports.saveAutoSweepSettings = _a.saveAutoSweepSettings, exports.updateAutoSweepSettingsFetchStatus = _a.updateAutoSweepSettingsFetchStatus, exports.clearAutoSweepFlow = _a.clearAutoSweepFlow;
+_a = autoSweepFlow.actions, exports.fetchCashManagementSettings = _a.fetchCashManagementSettings, exports.updateCashManagementSettings = _a.updateCashManagementSettings, exports.updateCashManagementSettingsFetchStatus = _a.updateCashManagementSettingsFetchStatus, exports.updateAutoSweepDraft = _a.updateAutoSweepDraft, exports.saveAutoSweepSettings = _a.saveAutoSweepSettings, exports.updateAutoSweepSettingsFetchStatus = _a.updateAutoSweepSettingsFetchStatus, exports.clearAutoSweepFlow = _a.clearAutoSweepFlow;
 exports.default = autoSweepFlow.reducer;

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

@@ -22,6 +22,13 @@ export interface AutoSweepFlowFormData {
 export interface AutoSweepFlowSelectorView extends SelectorView {
     formData: AutoSweepFlowFormData;
     saveStatus: FetchStateAndError;
+    /**
+     * Recommended sweep amount. Sourced from the cash management banner
+     * (the first money_movements[0].movements[0].amount returned by the
+     * agent's `/recommend` endpoint). Defaults to zero when the agent
+     * hasn't returned a movement yet.
+     */
+    sweepAmount: Amount;
     /** Resolved from `primaryFundingAccountId` against the deposit-account
      *  entity bucket. `undefined` until the GET fetch publishes the account. */
     primaryFundingAccount?: FundingAccount;

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

@@ -4,6 +4,7 @@ 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 cashManagementOverviewSelector_1 = require("../cashManagementOverview/cashManagementOverviewSelector");
 const autoSweepFlowState_1 = require("./autoSweepFlowState");
 const getAutoSweepFlow = (state) => {
     const { bufferAmount, frequency, memo, saveStatus, settingsId, primaryFundingAccountId, fetchState, error, } = state.autoSweepFlowState;
@@ -24,6 +25,7 @@ const getAutoSweepFlow = (state) => {
             : undefined,
         saveStatus,
         settingsId,
+        sweepAmount: (0, cashManagementOverviewSelector_1.getCashManagementOverviewBanner)(state).amount,
         treasurySummary: (0, treasuryDetailSelector_1.getTreasuryDetail)(state).accountSummary,
         version: 0,
     };

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

@@ -24,27 +24,11 @@ export declare const RISK_BUFFER_AMOUNT: Record<RiskLevel, number>;
  * uses this so it can pre-select the user's existing band on edit.
  */
 export declare const bufferAmountToRisk: (amount: number) => RiskLevel;
-/**
- * Auto-sweep configuration state.
- *
- * `fetchState` / `error` (inherited from `FetchStateAndError`) track the
- * GET `/cash-management/settings` fetch. `saveStatus` tracks the PUT save
- * separately so the two flows don't stomp on each other's status.
- *
- * `settingsId` is the server-issued id (nullable on the wire — undefined
- * here when the agent has no settings record yet).
- */
 export interface AutoSweepFlowState extends FetchStateAndError {
     bufferAmount: Amount;
     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;
 }

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

@@ -4,11 +4,4 @@ import { RootState } from '../../../../../reducer';
 import { ZeniAPI } from '../../../../../zeniAPI';
 import { saveAutoSweepSettings, updateAutoSweepSettingsFetchStatus } from '../autoSweepFlowReducer';
 export type ActionType = ReturnType<typeof saveAutoSweepSettings> | ReturnType<typeof updateAutoSweepSettingsFetchStatus>;
-/**
- * Hits `PUT /cash-management/settings` with the values the user just
- * confirmed in the auto-sweep flow.
- *
- * TODO: switch the endpoint to a base URL constant once the prod endpoint
- * lands; right now this hits the dev environment directly.
- */
-export declare const saveAutoSweepSettingsEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;
+export declare const saveAutoSweepSettingsEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -6,26 +6,27 @@ const operators_1 = require("rxjs/operators");
 const responsePayload_1 = require("../../../../../responsePayload");
 const autoSweepFlowPayload_1 = require("../autoSweepFlowPayload");
 const autoSweepFlowReducer_1 = require("../autoSweepFlowReducer");
-/**
- * Hits `PUT /cash-management/settings` with the values the user just
- * confirmed in the auto-sweep flow.
- *
- * TODO: switch the endpoint to a base URL constant once the prod endpoint
- * lands; right now this hits the dev environment directly.
- */
-const saveAutoSweepSettingsEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(autoSweepFlowReducer_1.saveAutoSweepSettings.match), (0, operators_1.switchMap)((action) => zeniAPI
-    .putAndGetJSON(`https://dev.api.zeni.ai/cash-management-agent/1.0/cash-management/settings`, (0, autoSweepFlowPayload_1.toSaveAutoSweepSettingsBody)(action.payload))
-    .pipe((0, operators_1.mergeMap)((response) => {
-    if ((0, responsePayload_1.isSuccessResponse)(response)) {
-        return (0, rxjs_1.of)((0, autoSweepFlowReducer_1.updateAutoSweepSettingsFetchStatus)({ fetchState: 'Completed' }));
-    }
-    return (0, rxjs_1.of)((0, autoSweepFlowReducer_1.updateAutoSweepSettingsFetchStatus)({
+const saveAutoSweepSettingsEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(autoSweepFlowReducer_1.saveAutoSweepSettings.match), (0, operators_1.switchMap)(() => {
+    const { bufferAmount, frequency, memo } = state$.value.autoSweepFlowState;
+    const payload = (0, autoSweepFlowPayload_1.toSaveAutoSweepSettingsBody)({
+        bufferAmount,
+        frequency,
+        memo,
+    });
+    return zeniAPI
+        .putAndGetJSON(`https://dev.api.zeni.ai/cash-management-agent/1.0/cash-management/settings`, payload)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response)) {
+            return (0, rxjs_1.of)((0, autoSweepFlowReducer_1.updateAutoSweepSettingsFetchStatus)({ fetchState: 'Completed' }));
+        }
+        return (0, rxjs_1.of)((0, autoSweepFlowReducer_1.updateAutoSweepSettingsFetchStatus)({
+            fetchState: 'Error',
+            error: response.status,
+        }));
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, autoSweepFlowReducer_1.updateAutoSweepSettingsFetchStatus)({
         fetchState: 'Error',
-        error: response.status,
-    }));
-}), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, autoSweepFlowReducer_1.updateAutoSweepSettingsFetchStatus)({
-    fetchState: 'Error',
-    error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Save auto-sweep settings REST API call errored out' +
-        JSON.stringify(error)),
-}))))));
+        error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Save auto-sweep settings REST API call errored out' +
+            JSON.stringify(error)),
+    }))));
+}));
 exports.saveAutoSweepSettingsEpic = saveAutoSweepSettingsEpic;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.0.82-betaAK2",
+  "version": "5.0.82-betaAK4",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",