@zeniai/client-epic-state 5.0.84-betaAK2 → 5.0.84-betaAK3

package/lib/commonStateTypes/amount.d.ts

@@ -5,6 +5,6 @@ export interface Currency {
 export interface Amount extends Currency {
     amount: number;
 }
-export declare const toAmount: (amount: number, currency_code: string, currency_symbol?: string) => Amount;
+export declare const toAmount: (amount: number, currency_code: string, currency_symbol: string) => Amount;
 export declare const toAmountWC: (amount: number, currency: Currency) => Amount;
 export declare const zeroAmount: (currencyCode?: string, currencySymbol?: string) => Amount;

package/lib/commonStateTypes/amount.js

@@ -1,11 +1,10 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.zeroAmount = exports.toAmountWC = exports.toAmount = void 0;
-const CURRENCY_SYMBOL_USD = '$';
 const toAmount = (amount, currency_code, currency_symbol) => ({
     amount: amount,
     currencyCode: currency_code,
-    currencySymbol: currency_symbol ?? CURRENCY_SYMBOL_USD,
+    currencySymbol: currency_symbol,
 });
 exports.toAmount = toAmount;
 /* to amount with currency */

package/lib/commonStateTypes/workingDayHelper.d.ts

@@ -4,17 +4,15 @@ export declare const startDate = "2000-01-01";
 export declare const endDate = "2070-12-31";
 export declare const PAYMENT_BUSINESS_DAYS = 4;
 export declare const holidaysFormatted: string[];
+export type NextTransferFrequency = 'daily' | 'weekly' | 'biweekly' | 'monthly';
 /**
  * Returns the next scheduled transfer date for a recurring transfer/sweep,
  * given a frequency cadence. Advances by the cadence and then skips past
  * weekends and US holidays. Used by both:
  *   - `<ReviewAutoTransferRuleDrawer>` (web-c) for the display "next transfer"
- *   - `saveAutoSweepSettingsEpic` for the `first_transfer_date` PUT payload
- *
- * Unknown frequencies fall through to "today" (subject to the weekend/holiday
- * shift), matching the prior behavior of the web-c helper.
+ *   - `saveAutoSweepSettingsEpic` for the `first_run_date` PUT payload
  */
-export declare const getNextTransferDate: (frequency: string | undefined) => ZeniDate;
+export declare const getNextTransferDate: (frequency: NextTransferFrequency) => ZeniDate;
 export declare const getNextNthWorkingDay: (date: Date, filterDaysIndex: number[], numberOfWorkingDays: number) => Date;
 export declare const getPreviousNthWorkingDay: (date: Date, filterDaysIndex: number[], numberOfWorkingDays: number) => Date;
 export declare const isHolidayToday: (filterDaysIndex: number[]) => boolean;

package/lib/commonStateTypes/workingDayHelper.js

@@ -21,10 +21,7 @@ exports.holidaysFormatted = holidays.map((holiday) => (0, zeniDayJS_1.date)(holi
  * given a frequency cadence. Advances by the cadence and then skips past
  * weekends and US holidays. Used by both:
  *   - `<ReviewAutoTransferRuleDrawer>` (web-c) for the display "next transfer"
- *   - `saveAutoSweepSettingsEpic` for the `first_transfer_date` PUT payload
- *
- * Unknown frequencies fall through to "today" (subject to the weekend/holiday
- * shift), matching the prior behavior of the web-c helper.
+ *   - `saveAutoSweepSettingsEpic` for the `first_run_date` PUT payload
  */
 const getNextTransferDate = (frequency) => {
     const date = new Date();

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

@@ -84,6 +84,8 @@ import { clearScheduleDetailView } from '../../view/scheduleView/scheduleDetailV
 import { clearScheduleList } from '../../view/scheduleView/scheduleListView/scheduleListReducer';
 import { clearSettingsView } from '../../view/settingsView/settingsViewReducer';
 import { clearAutoTransferRules } from '../../view/spendManagement/autotransferRules/autoTransferRulesReducer';
+import { clearAutoSweepFlow } from '../../view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer';
+import { clearCashManagementOverview } from '../../view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer';
 import { clearBillDetailView } from '../../view/spendManagement/billPay/billDetailView/billDetailViewReducer';
 import { clearBillList } from '../../view/spendManagement/billPay/billList/billListReducer';
 import { clearBillPayConfig } from '../../view/spendManagement/billPay/billPayConfig/billPayConfigReducer';
@@ -210,7 +212,7 @@ import { clearAllUserRoles } from '../userRole/userRoleReducer';
 import { clearAllVendors } from '../vendor/vendorReducer';
 import { clearAllVendorExpenseTrends } from '../vendorExpense/vendorExpenseReducer';
 import { clearAll } from './tenantReducer';
-type clearActionTypeForViews = ReturnType<typeof clearAccountList> | ReturnType<typeof clearAccountMappingView> | ReturnType<typeof clearActivityHistory> | ReturnType<typeof clearActivityRealTimeApproval> | ReturnType<typeof clearAddressView> | ReturnType<typeof clearAiAccountantView> | ReturnType<typeof clearAllAiAccountantCustomers> | ReturnType<typeof clearAiCfoView> | ReturnType<typeof clearAllClasses> | ReturnType<typeof clearAllProjects> | ReturnType<typeof clearAllMonthEndCloseChecksView> | ReturnType<typeof clearApAging> | ReturnType<typeof clearApAgingDetail> | ReturnType<typeof clearArAging> | ReturnType<typeof clearArAgingDetail> | ReturnType<typeof clearAuthenticationView> | ReturnType<typeof clearAutoTransferRules> | ReturnType<typeof clearBalanceSheet> | ReturnType<typeof clearBankAccountView> | ReturnType<typeof clearBillDetailView> | ReturnType<typeof clearBillList> | ReturnType<typeof clearBillPayBulkActionView> | ReturnType<typeof clearBillPayCard> | ReturnType<typeof clearBillPayConfig> | ReturnType<typeof clearBillPayReview> | ReturnType<typeof clearBillPaySetupApproverView> | ReturnType<typeof clearBillPaySetupView> | ReturnType<typeof clearCardBalance> | ReturnType<typeof clearCardPaymentView> | ReturnType<typeof clearCardUserOnboarding> | ReturnType<typeof clearCashbackDetail> | ReturnType<typeof clearCashBalance> | ReturnType<typeof clearCashFlow> | ReturnType<typeof clearCashInCashOut> | ReturnType<typeof clearCashPosition> | ReturnType<typeof clearChargeCardConfig> | ReturnType<typeof clearChargeCardDetail> | ReturnType<typeof clearChargeCardList> | ReturnType<typeof clearChargeCardRepaymentDetail> | ReturnType<typeof clearChargeCardSetupView> | ReturnType<typeof clearChargeCardStatementList> | ReturnType<typeof clearCheckDeposit> | ReturnType<typeof clearCompanyConfigView> | ReturnType<typeof clearCompanyHealthMetric> | ReturnType<typeof clearCompanyHealthMetricView> | ReturnType<typeof clearCompanyMonthEndReportView> | ReturnType<typeof clearCompanyTaskManagerView> | ReturnType<typeof clearCompanyView> | ReturnType<typeof clearCreateTransferEntry> | ReturnType<typeof clearAllCreditAgent> | ReturnType<typeof clearCreditAgentView> | ReturnType<typeof clearDashboard> | ReturnType<typeof clearDashboardLayout> | ReturnType<typeof clearDepositAccountDetail> | ReturnType<typeof clearDepositAccountList> | ReturnType<typeof clearDepositAccountTransactionList> | ReturnType<typeof clearEditBillViewDetail> | ReturnType<typeof clearEditRemiViewDetail> | ReturnType<typeof clearAllEntityAutoCompleteResults> | ReturnType<typeof clearExpenseAutomationFluxAnalysisView> | ReturnType<typeof clearExpenseAutomationJESchedulesView> | ReturnType<typeof clearExpenseAutomationMissingReceiptsView> | ReturnType<typeof clearExpenseAutomationReconciliationView> | ReturnType<typeof clearExpenseAutomationTransactionsView> | ReturnType<typeof clearExpenseAutomationView> | ReturnType<typeof clearExpressPayView> | ReturnType<typeof clearFeatureNotificationView> | ReturnType<typeof clearFileViewList> | ReturnType<typeof clearFinanceStatement> | ReturnType<typeof clearForecastList> | ReturnType<typeof clearGlobalMerchantAutoCompleteResults> | ReturnType<typeof clearGlobalMerchantView> | ReturnType<typeof clearInsightsCard> | ReturnType<typeof clearInternationalWire> | ReturnType<typeof clearInternationalVerificationView> | ReturnType<typeof clearIssueChargeCard> | ReturnType<typeof clearMerchantList> | ReturnType<typeof clearNetBurnOrIncome> | ReturnType<typeof clearNetBurnOrIncomeClassesView> | ReturnType<typeof clearNetBurnOrIncomeStoryCard> | ReturnType<typeof clearNotificationView> | ReturnType<typeof clearOnboardingCockpitView> | ReturnType<typeof clearOnboardingCustomerView> | ReturnType<typeof clearOpEx> | ReturnType<typeof clearOpExByVendor> | ReturnType<typeof clearOpExClassesView> | ReturnType<typeof clearOwnerList> | ReturnType<typeof clearPaymentAccountList> | ReturnType<typeof clearPeople> | ReturnType<typeof clearAggregatedReport> | ReturnType<typeof clearPreviousBills> | ReturnType<typeof clearProfitAndLoss> | ReturnType<typeof clearProfitAndLossClassesView> | ReturnType<typeof clearProfitAndLossProjectView> | ReturnType<typeof clearProjectList> | ReturnType<typeof clearRecommendation> | ReturnType<typeof clearReferrals> | ReturnType<typeof clearReimbursementCard> | ReturnType<typeof clearReimbursementConfig> | ReturnType<typeof clearRemiBulkActionView> | ReturnType<typeof clearRemiDetailView> | ReturnType<typeof clearRemiList> | ReturnType<typeof clearRemiSetupApproverView> | ReturnType<typeof clearRemiSetupView> | ReturnType<typeof clearReportUIOption> | ReturnType<typeof clearRevenue> | ReturnType<typeof clearRevenueClassesView> | ReturnType<typeof clearReviewCompany> | ReturnType<typeof clearScheduleDetailView> | ReturnType<typeof clearScheduleAccruedDetailView> | ReturnType<typeof clearScheduleList> | ReturnType<typeof clearSettingsView> | ReturnType<typeof clearSetupView> | ReturnType<typeof clearPlaidAccountView> | ReturnType<typeof clearSubscriptionView> | ReturnType<typeof clearTagView> | ReturnType<typeof clearTaskDetail> | ReturnType<typeof clearTaskGroupTemplatesView> | ReturnType<typeof clearTaskGroupView> | ReturnType<typeof clearTaskList> | ReturnType<typeof clearTasksCard> | ReturnType<typeof clearTopEx> | ReturnType<typeof clearTransactionDetail> | ReturnType<typeof clearTransactionList> | ReturnType<typeof clearTransferDetail> | ReturnType<typeof clearTreasuryOverviewDetail> | ReturnType<typeof clearTreasurySetupView> | ReturnType<typeof clearTreasuryStatementList> | ReturnType<typeof clearTreasuryTaxLetterList> | ReturnType<typeof clearTreasuryTransferMoney> | ReturnType<typeof clearTrendData> | ReturnType<typeof clearTrendWithTransactions> | ReturnType<typeof clearTwoFactorAuthentication> | ReturnType<typeof clearUserFinancialAccount> | ReturnType<typeof clearUserListView> | ReturnType<typeof clearUserRoleConfigView> | ReturnType<typeof clearVendorGlobalReviewView> | ReturnType<typeof clearVendorReviewView> | ReturnType<typeof clearVendorTypeList> | ReturnType<typeof clearVendor1099TypeList> | ReturnType<typeof clearVendorView> | ReturnType<typeof clearVendorsFiling1099List> | ReturnType<typeof clearVendorsList> | ReturnType<typeof clearVendorsTabVendorView> | ReturnType<typeof clearWiseRedirectStatus> | ReturnType<typeof clearZeniAccStatementList> | ReturnType<typeof clearZeniAccountList> | ReturnType<typeof clearZeniAccountSetupView> | ReturnType<typeof clearZeniAccountsConfig> | ReturnType<typeof clearZeniAccountsPromoCard> | ReturnType<typeof clearZeniOAuthView>;
+type clearActionTypeForViews = ReturnType<typeof clearAccountList> | ReturnType<typeof clearAccountMappingView> | ReturnType<typeof clearActivityHistory> | ReturnType<typeof clearActivityRealTimeApproval> | ReturnType<typeof clearAddressView> | ReturnType<typeof clearAiAccountantView> | ReturnType<typeof clearAllAiAccountantCustomers> | ReturnType<typeof clearAiCfoView> | ReturnType<typeof clearAllClasses> | ReturnType<typeof clearAllProjects> | ReturnType<typeof clearAllMonthEndCloseChecksView> | ReturnType<typeof clearApAging> | ReturnType<typeof clearApAgingDetail> | ReturnType<typeof clearArAging> | ReturnType<typeof clearArAgingDetail> | ReturnType<typeof clearAuthenticationView> | ReturnType<typeof clearAutoSweepFlow> | ReturnType<typeof clearAutoTransferRules> | ReturnType<typeof clearBalanceSheet> | ReturnType<typeof clearBankAccountView> | ReturnType<typeof clearBillDetailView> | ReturnType<typeof clearBillList> | ReturnType<typeof clearBillPayBulkActionView> | ReturnType<typeof clearBillPayCard> | ReturnType<typeof clearBillPayConfig> | ReturnType<typeof clearBillPayReview> | ReturnType<typeof clearBillPaySetupApproverView> | ReturnType<typeof clearBillPaySetupView> | ReturnType<typeof clearCardBalance> | ReturnType<typeof clearCardPaymentView> | ReturnType<typeof clearCardUserOnboarding> | ReturnType<typeof clearCashbackDetail> | ReturnType<typeof clearCashBalance> | ReturnType<typeof clearCashFlow> | ReturnType<typeof clearCashInCashOut> | ReturnType<typeof clearCashManagementOverview> | ReturnType<typeof clearCashPosition> | ReturnType<typeof clearChargeCardConfig> | ReturnType<typeof clearChargeCardDetail> | ReturnType<typeof clearChargeCardList> | ReturnType<typeof clearChargeCardRepaymentDetail> | ReturnType<typeof clearChargeCardSetupView> | ReturnType<typeof clearChargeCardStatementList> | ReturnType<typeof clearCheckDeposit> | ReturnType<typeof clearCompanyConfigView> | ReturnType<typeof clearCompanyHealthMetric> | ReturnType<typeof clearCompanyHealthMetricView> | ReturnType<typeof clearCompanyMonthEndReportView> | ReturnType<typeof clearCompanyTaskManagerView> | ReturnType<typeof clearCompanyView> | ReturnType<typeof clearCreateTransferEntry> | ReturnType<typeof clearAllCreditAgent> | ReturnType<typeof clearCreditAgentView> | ReturnType<typeof clearDashboard> | ReturnType<typeof clearDashboardLayout> | ReturnType<typeof clearDepositAccountDetail> | ReturnType<typeof clearDepositAccountList> | ReturnType<typeof clearDepositAccountTransactionList> | ReturnType<typeof clearEditBillViewDetail> | ReturnType<typeof clearEditRemiViewDetail> | ReturnType<typeof clearAllEntityAutoCompleteResults> | ReturnType<typeof clearExpenseAutomationFluxAnalysisView> | ReturnType<typeof clearExpenseAutomationJESchedulesView> | ReturnType<typeof clearExpenseAutomationMissingReceiptsView> | ReturnType<typeof clearExpenseAutomationReconciliationView> | ReturnType<typeof clearExpenseAutomationTransactionsView> | ReturnType<typeof clearExpenseAutomationView> | ReturnType<typeof clearExpressPayView> | ReturnType<typeof clearFeatureNotificationView> | ReturnType<typeof clearFileViewList> | ReturnType<typeof clearFinanceStatement> | ReturnType<typeof clearForecastList> | ReturnType<typeof clearGlobalMerchantAutoCompleteResults> | ReturnType<typeof clearGlobalMerchantView> | ReturnType<typeof clearInsightsCard> | ReturnType<typeof clearInternationalWire> | ReturnType<typeof clearInternationalVerificationView> | ReturnType<typeof clearIssueChargeCard> | ReturnType<typeof clearMerchantList> | ReturnType<typeof clearNetBurnOrIncome> | ReturnType<typeof clearNetBurnOrIncomeClassesView> | ReturnType<typeof clearNetBurnOrIncomeStoryCard> | ReturnType<typeof clearNotificationView> | ReturnType<typeof clearOnboardingCockpitView> | ReturnType<typeof clearOnboardingCustomerView> | ReturnType<typeof clearOpEx> | ReturnType<typeof clearOpExByVendor> | ReturnType<typeof clearOpExClassesView> | ReturnType<typeof clearOwnerList> | ReturnType<typeof clearPaymentAccountList> | ReturnType<typeof clearPeople> | ReturnType<typeof clearAggregatedReport> | ReturnType<typeof clearPreviousBills> | ReturnType<typeof clearProfitAndLoss> | ReturnType<typeof clearProfitAndLossClassesView> | ReturnType<typeof clearProfitAndLossProjectView> | ReturnType<typeof clearProjectList> | ReturnType<typeof clearRecommendation> | ReturnType<typeof clearReferrals> | ReturnType<typeof clearReimbursementCard> | ReturnType<typeof clearReimbursementConfig> | ReturnType<typeof clearRemiBulkActionView> | ReturnType<typeof clearRemiDetailView> | ReturnType<typeof clearRemiList> | ReturnType<typeof clearRemiSetupApproverView> | ReturnType<typeof clearRemiSetupView> | ReturnType<typeof clearReportUIOption> | ReturnType<typeof clearRevenue> | ReturnType<typeof clearRevenueClassesView> | ReturnType<typeof clearReviewCompany> | ReturnType<typeof clearScheduleDetailView> | ReturnType<typeof clearScheduleAccruedDetailView> | ReturnType<typeof clearScheduleList> | ReturnType<typeof clearSettingsView> | ReturnType<typeof clearSetupView> | ReturnType<typeof clearPlaidAccountView> | ReturnType<typeof clearSubscriptionView> | ReturnType<typeof clearTagView> | ReturnType<typeof clearTaskDetail> | ReturnType<typeof clearTaskGroupTemplatesView> | ReturnType<typeof clearTaskGroupView> | ReturnType<typeof clearTaskList> | ReturnType<typeof clearTasksCard> | ReturnType<typeof clearTopEx> | ReturnType<typeof clearTransactionDetail> | ReturnType<typeof clearTransactionList> | ReturnType<typeof clearTransferDetail> | ReturnType<typeof clearTreasuryOverviewDetail> | ReturnType<typeof clearTreasurySetupView> | ReturnType<typeof clearTreasuryStatementList> | ReturnType<typeof clearTreasuryTaxLetterList> | ReturnType<typeof clearTreasuryTransferMoney> | ReturnType<typeof clearTrendData> | ReturnType<typeof clearTrendWithTransactions> | ReturnType<typeof clearTwoFactorAuthentication> | ReturnType<typeof clearUserFinancialAccount> | ReturnType<typeof clearUserListView> | ReturnType<typeof clearUserRoleConfigView> | ReturnType<typeof clearVendorGlobalReviewView> | ReturnType<typeof clearVendorReviewView> | ReturnType<typeof clearVendorTypeList> | ReturnType<typeof clearVendor1099TypeList> | ReturnType<typeof clearVendorView> | ReturnType<typeof clearVendorsFiling1099List> | ReturnType<typeof clearVendorsList> | ReturnType<typeof clearVendorsTabVendorView> | ReturnType<typeof clearWiseRedirectStatus> | ReturnType<typeof clearZeniAccStatementList> | ReturnType<typeof clearZeniAccountList> | ReturnType<typeof clearZeniAccountSetupView> | ReturnType<typeof clearZeniAccountsConfig> | ReturnType<typeof clearZeniAccountsPromoCard> | ReturnType<typeof clearZeniOAuthView>;
 type clearActionTypeForEntities = ReturnType<typeof clearAiCfo> | ReturnType<typeof clearAllAccountGroups> | ReturnType<typeof clearAllAccountRecon> | ReturnType<typeof clearAllAccountingSummary> | ReturnType<typeof clearAllAccounts> | ReturnType<typeof clearAllAddresses> | ReturnType<typeof clearAllApprovalRules> | ReturnType<typeof clearAllBankAccounts> | ReturnType<typeof clearAllBillTransactions> | ReturnType<typeof clearAllCardPayments> | ReturnType<typeof clearAllChargeCardRepayments> | ReturnType<typeof clearAllChargeCardTransactions> | ReturnType<typeof clearAllChargeCards> | ReturnType<typeof clearAllCompanies> | ReturnType<typeof clearAllConnectedAccounts> | ReturnType<typeof clearAllCurrencies> | ReturnType<typeof clearAllCustomerIncomeTrend> | ReturnType<typeof clearAllCustomers> | ReturnType<typeof clearAllDepositAccounts> | ReturnType<typeof clearAllEntities> | ReturnType<typeof clearAllEntityApprovalStatus> | ReturnType<typeof clearAllFiles> | ReturnType<typeof clearAllForecasts> | ReturnType<typeof clearAllGlobalMerchants> | ReturnType<typeof clearAllInsights> | ReturnType<typeof clearAllAccruedJESchedules> | ReturnType<typeof clearAllJEScheduleTransactions> | ReturnType<typeof clearAllMerchants> | ReturnType<typeof clearAllMonthEndCloseChecks> | ReturnType<typeof clearAllNotifications> | ReturnType<typeof clearAllOnboardingCustomersInfo> | ReturnType<typeof clearAllPaymentAccounts> | ReturnType<typeof clearAllPaymentInstruments> | ReturnType<typeof clearAllRecurringBills> | ReturnType<typeof clearAllReimbursements> | ReturnType<typeof clearAllSectionsAccountsView> | ReturnType<typeof clearAllSectionsClassesViewV2> | ReturnType<typeof clearAllSectionsProjectView> | ReturnType<typeof clearAllSubscriptionAddOns> | ReturnType<typeof clearAllSubscriptionCoupons> | ReturnType<typeof clearAllSubscriptionPlans> | ReturnType<typeof clearAllSubscriptionSummary> | ReturnType<typeof clearAllSubscriptions> | ReturnType<typeof clearAllTags> | ReturnType<typeof clearAllTaskGroups> | ReturnType<typeof clearAllTaskGroupTemplates> | ReturnType<typeof clearAllTaskSummary> | ReturnType<typeof clearAllTasks> | ReturnType<typeof clearAllToastNotifications> | ReturnType<typeof clearAllTransactions> | ReturnType<typeof clearAllUserRoles> | ReturnType<typeof clearAllUsers> | ReturnType<typeof clearAllVendorExpenseTrends> | ReturnType<typeof clearAllVendors> | ReturnType<typeof clearCannedResponses> | ReturnType<typeof clearClassList> | ReturnType<typeof clearContacts> | ReturnType<typeof clearCountryList> | ReturnType<typeof clearDepositAccountTransaction> | ReturnType<typeof clearSnackbar>;
 export type ActionType = clearActionTypeForViews | clearActionTypeForEntities | ReturnType<typeof clearAll>;
 export declare const clearAllEpic: (actions$: ActionsObservable<ActionType>) => import("rxjs").Observable<ActionType>;

package/lib/entity/tenant/clearAllEpic.js

@@ -88,6 +88,8 @@ const scheduleDetailReducer_1 = require("../../view/scheduleView/scheduleDetailV
 const scheduleListReducer_1 = require("../../view/scheduleView/scheduleListView/scheduleListReducer");
 const settingsViewReducer_1 = require("../../view/settingsView/settingsViewReducer");
 const autoTransferRulesReducer_1 = require("../../view/spendManagement/autotransferRules/autoTransferRulesReducer");
+const autoSweepFlowReducer_1 = require("../../view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer");
+const cashManagementOverviewReducer_1 = require("../../view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer");
 const billDetailViewReducer_1 = require("../../view/spendManagement/billPay/billDetailView/billDetailViewReducer");
 const billListReducer_1 = require("../../view/spendManagement/billPay/billList/billListReducer");
 const billPayConfigReducer_1 = require("../../view/spendManagement/billPay/billPayConfig/billPayConfigReducer");
@@ -234,6 +236,7 @@ const clearAllEpic = (actions$) => actions$.pipe((0, operators_1.filter)(tenantR
         (0, arAgingReducer_1.clearArAging)(),
         (0, arAgingDetailReducer_1.clearArAgingDetail)(),
         (0, authenticationViewReducer_1.clearAuthenticationView)(),
+        (0, autoSweepFlowReducer_1.clearAutoSweepFlow)(),
         (0, autoTransferRulesReducer_1.clearAutoTransferRules)(),
         (0, balanceSheetReducer_1.clearBalanceSheet)(),
         (0, bankAccountViewReducer_1.clearBankAccountView)(),
@@ -252,6 +255,7 @@ const clearAllEpic = (actions$) => actions$.pipe((0, operators_1.filter)(tenantR
         (0, cashBalanceReducer_1.clearCashBalance)(),
         (0, cashFlowReducer_1.clearCashFlow)(),
         (0, cashInCashOutReducer_1.clearCashInCashOut)(),
+        (0, cashManagementOverviewReducer_1.clearCashManagementOverview)(),
         (0, cashPositionReducer_1.clearCashPosition)(),
         (0, chargeCardConfigReducer_1.clearChargeCardConfig)(),
         (0, chargeCardDetailReducer_1.clearChargeCardDetail)(),

package/lib/esm/commonStateTypes/amount.js

@@ -1,8 +1,7 @@
-const CURRENCY_SYMBOL_USD = '$';
 export const toAmount = (amount, currency_code, currency_symbol) => ({
     amount: amount,
     currencyCode: currency_code,
-    currencySymbol: currency_symbol ?? CURRENCY_SYMBOL_USD,
+    currencySymbol: currency_symbol,
 });
 /* to amount with currency */
 export const toAmountWC = (amount, currency) => toAmount(amount, currency.currencyCode, currency.currencySymbol);

package/lib/esm/commonStateTypes/workingDayHelper.js

@@ -15,10 +15,7 @@ export const holidaysFormatted = holidays.map((holiday) => zeniDate(holiday.toDa
  * given a frequency cadence. Advances by the cadence and then skips past
  * weekends and US holidays. Used by both:
  *   - `<ReviewAutoTransferRuleDrawer>` (web-c) for the display "next transfer"
- *   - `saveAutoSweepSettingsEpic` for the `first_transfer_date` PUT payload
- *
- * Unknown frequencies fall through to "today" (subject to the weekend/holiday
- * shift), matching the prior behavior of the web-c helper.
+ *   - `saveAutoSweepSettingsEpic` for the `first_run_date` PUT payload
  */
 export const getNextTransferDate = (frequency) => {
     const date = new Date();

package/lib/esm/entity/tenant/clearAllEpic.js

@@ -85,6 +85,8 @@ import { clearScheduleDetailView } from '../../view/scheduleView/scheduleDetailV
 import { clearScheduleList } from '../../view/scheduleView/scheduleListView/scheduleListReducer';
 import { clearSettingsView } from '../../view/settingsView/settingsViewReducer';
 import { clearAutoTransferRules } from '../../view/spendManagement/autotransferRules/autoTransferRulesReducer';
+import { clearAutoSweepFlow } from '../../view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer';
+import { clearCashManagementOverview } from '../../view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer';
 import { clearBillDetailView } from '../../view/spendManagement/billPay/billDetailView/billDetailViewReducer';
 import { clearBillList } from '../../view/spendManagement/billPay/billList/billListReducer';
 import { clearBillPayConfig } from '../../view/spendManagement/billPay/billPayConfig/billPayConfigReducer';
@@ -231,6 +233,7 @@ export const clearAllEpic = (actions$) => actions$.pipe(filter(clearAll.match),
         clearArAging(),
         clearArAgingDetail(),
         clearAuthenticationView(),
+        clearAutoSweepFlow(),
         clearAutoTransferRules(),
         clearBalanceSheet(),
         clearBankAccountView(),
@@ -249,6 +252,7 @@ export const clearAllEpic = (actions$) => actions$.pipe(filter(clearAll.match),
         clearCashBalance(),
         clearCashFlow(),
         clearCashInCashOut(),
+        clearCashManagementOverview(),
         clearCashPosition(),
         clearChargeCardConfig(),
         clearChargeCardDetail(),

package/lib/esm/view/spendManagement/autotransferRules/autoTransferRulesSelector.js

@@ -9,9 +9,7 @@ const buildCashManagementRule = (autoSweepFlowState, depositAccountState, treasu
     if (settingsId == null || primaryFundingAccountId == null) {
         return undefined;
     }
-    const depositAccount = primaryFundingAccountId != null
-        ? getDepositAccountByDepositAccountId(depositAccountState, primaryFundingAccountId)
-        : undefined;
+    const depositAccount = getDepositAccountByDepositAccountId(depositAccountState, primaryFundingAccountId);
     return {
         bufferAmount,
         frequency,

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

@@ -35,7 +35,7 @@ export const bufferAmountToRisk = (amount) => {
     return match != null ? match[0] : 'moderate';
 };
 export const initialAutoSweepFlowState = {
-    bufferAmount: toAmount(10000, 'USD'),
+    bufferAmount: toAmount(10000, 'USD', '$'),
     frequency: 'weekly',
     memo: '',
     saveStatus: { fetchState: 'Not-Started', error: undefined },

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

@@ -8,27 +8,27 @@ import { fetchCashManagementSettings, updateCashManagementSettings, updateCashMa
  * 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.
- *
- * TODO: switch the endpoint to a base URL constant once the prod endpoint
- * lands; right now this hits the dev environment directly.
  */
-export const fetchCashManagementSettingsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchCashManagementSettings.match), switchMap(() => zeniAPI
-    .getJSON(`https://dev.api.zeni.ai/cash-management-agent/1.0/cash-management/settings`)
-    .pipe(mergeMap((response) => {
-    if (isSuccessResponse(response) && response.data != null) {
-        return of(
-        // Publish the source deposit account into the shared entity
-        // bucket so the selector can hydrate the full `FundingAccount`
-        // from `getDepositAccountByDepositAccountId` rather than the
-        // auto-sweep slice holding a duplicate copy.
-        updateDepositAccounts([response.data.source_bank_account]), updateCashManagementSettings({ data: response.data }));
-    }
-    return of(updateCashManagementSettingsFetchStatus({
+export const fetchCashManagementSettingsEpic = (actions$, _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: response.status,
-    }));
-}), catchError((error) => of(updateCashManagementSettingsFetchStatus({
-    fetchState: 'Error',
-    error: createZeniAPIStatus('Unexpected Error', 'Fetch cash management settings REST API call errored out' +
-        JSON.stringify(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

@@ -3,8 +3,8 @@ import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
 import { toSaveAutoSweepSettingsBody, } from '../autoSweepFlowPayload';
 import { saveAutoSweepSettings, updateAutoSweepSettingsFetchStatus, } from '../autoSweepFlowReducer';
-const SETTINGS_ENDPOINT = 'https://dev.api.zeni.ai/cash-management-agent/1.0/cash-management/settings';
 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$.value.autoSweepFlowState;
     const payload = toSaveAutoSweepSettingsBody({
         bufferAmount,
@@ -14,19 +14,19 @@ export const saveAutoSweepSettingsEpic = (actions$, state$, zeniAPI) => actions$
     // 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(SETTINGS_ENDPOINT, payload)
-        : zeniAPI.putAndGetJSON(SETTINGS_ENDPOINT, payload);
+        ? zeniAPI.postAndGetJSON(endpoint, payload)
+        : zeniAPI.putAndGetJSON(endpoint, payload);
     return request$.pipe(mergeMap((response) => {
-        if (isSuccessResponse(response)) {
+        if (isSuccessResponse(response) && response.data != null) {
             return of(updateAutoSweepSettingsFetchStatus({ fetchState: 'Completed' }));
         }
         return of(updateAutoSweepSettingsFetchStatus({
             fetchState: 'Error',
-            error: response.status,
+            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: ' +
+            (error?.message ?? String(error))),
     }))));
 }));

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

@@ -3,10 +3,14 @@ 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),
+    amount: toAmount(event.amount_usd, event.currency_code, CASH_AGENT_CURRENCY_SYMBOL),
     label: event.label,
     paymentDate: zeniDate(event.payment_date),
 });
@@ -18,7 +22,7 @@ export const toUpcomingPaymentEvent = (event) => ({
  * state type a plain `ID` (string) without losing information.
  */
 const toCashManagementMovement = (payload) => ({
-    amount: toAmount(payload.amount, payload.currency_code),
+    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,

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

@@ -3,11 +3,6 @@ import { toCashManagementBannerData, } from './cashManagementOverviewPayload';
 import { initialCashManagementBannerState, } from './cashManagementOverviewState';
 export const initialState = {
     banner: initialCashManagementBannerState,
-    fetchState: 'Not-Started',
-    error: undefined,
-    hasValidState() {
-        return this.fetchState == 'Completed';
-    },
 };
 const cashManagementOverview = createSlice({
     name: 'cashManagementOverview',
@@ -20,11 +15,11 @@ const cashManagementOverview = createSlice({
             },
         },
         fetchCashManagementBanner(draft) {
-            draft.banner = {
-                ...initialCashManagementBannerState,
-                fetchState: 'In-Progress',
-                error: undefined,
-            };
+            // 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;
         },
         updateCashManagementBanner(draft, action) {
             draft.banner = {

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

@@ -101,7 +101,19 @@ const buildProjectionData = (cashBalance, inflowEvents, outflowEvents) => {
             date: e.paymentDate,
             isInflow: false,
         })),
-    ].sort((a, b) => a.date.valueOf() - b.date.valueOf());
+    ].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) => {

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

@@ -7,22 +7,21 @@ import { fetchCashManagementBanner, updateCashManagementBanner, updateCashManage
  * the banner state — `inflows[]`, `outflows[]`, and `money_movements[]` all
  * live there, so consumers can read them directly without an entity-bucket
  * lookup.
- *
- * TODO: switch the endpoint to a base URL constant once the prod endpoint
- * lands; right now this hits the dev environment directly.
  */
-export const fetchCashManagementBannerEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchCashManagementBanner.match), switchMap(() => zeniAPI
-    .getJSON(`https://dev.api.zeni.ai/cash-management-agent/1.0/cash-agent/recommend?horizon_days=30`)
-    .pipe(mergeMap((response) => {
-    if (isSuccessResponse(response) && response.data != null) {
-        return of(updateCashManagementBanner({ data: response.data }));
-    }
-    return of(updateCashManagementBannerFetchStatus({
+const DEFAULT_RECOMMEND_HORIZON_DAYS = 30;
+export const fetchCashManagementBannerEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchCashManagementBanner.match), switchMap(() => {
+    const endpoint = `${zeniAPI.apiEndPoints.cashManagementAgentBaseUrl}/1.0/cash-agent/recommend?horizon_days=${DEFAULT_RECOMMEND_HORIZON_DAYS}`;
+    return zeniAPI.getJSON(endpoint).pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            return of(updateCashManagementBanner({ data: response.data }));
+        }
+        return of(updateCashManagementBannerFetchStatus({
+            fetchState: 'Error',
+            error: response.status,
+        }));
+    }), catchError((error) => of(updateCashManagementBannerFetchStatus({
         fetchState: 'Error',
-        error: response.status,
-    }));
-}), catchError((error) => of(updateCashManagementBannerFetchStatus({
-    fetchState: 'Error',
-    error: createZeniAPIStatus('Unexpected Error', 'Fetch cash management banner REST API call errored out' +
-        JSON.stringify(error)),
-}))))));
+        error: createZeniAPIStatus('Unexpected Error', 'Fetch cash management banner REST API call errored out: ' +
+            (error?.message ?? String(error))),
+    }))));
+}));

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

@@ -18,6 +18,9 @@ export const fetchCashManagementOverviewPageEpic = (actions$, state$) => actions
             treasuryDetailState.fetchState !== 'In-Progress') {
             pageActions.push(fetchTreasuryOverviewDetail(false));
         }
+        // zeniAccountListState has no top-level fetchState to dedup against
+        // (only `newCheckingAccount.fetchState`), and the downstream epic is
+        // cheap. Always re-dispatch so the summary stays fresh on page entry.
         pageActions.push(fetchZeniAccountList(false));
         const banner = state.cashManagementOverviewState.banner;
         if (banner.fetchState !== 'Completed' &&

package/lib/index.d.ts

@@ -943,5 +943,6 @@ export { getAutoSweepFlow } from './view/spendManagement/cashManagement/autoSwee
 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';
+export { getCashManagementOverview, getCashManagementOverviewBanner, } from './view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewSelector';
+export type { CashManagementOverviewBannerSelectorView, CashManagementOverviewSelectorView, CashProjectionPoint, } from './view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewSelector';
 export type { UpcomingPaymentEvent, UpcomingPaymentEventAccountType, } from './view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewState';

package/lib/view/spendManagement/autotransferRules/autoTransferRulesSelector.js

@@ -15,9 +15,7 @@ const buildCashManagementRule = (autoSweepFlowState, depositAccountState, treasu
     if (settingsId == null || primaryFundingAccountId == null) {
         return undefined;
     }
-    const depositAccount = primaryFundingAccountId != null
-        ? (0, depositAccountSelector_1.getDepositAccountByDepositAccountId)(depositAccountState, primaryFundingAccountId)
-        : undefined;
+    const depositAccount = (0, depositAccountSelector_1.getDepositAccountByDepositAccountId)(depositAccountState, primaryFundingAccountId);
     return {
         bufferAmount,
         frequency,

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

@@ -41,7 +41,7 @@ const bufferAmountToRisk = (amount) => {
 };
 exports.bufferAmountToRisk = bufferAmountToRisk;
 exports.initialAutoSweepFlowState = {
-    bufferAmount: (0, amount_1.toAmount)(10000, 'USD'),
+    bufferAmount: (0, amount_1.toAmount)(10000, 'USD', '$'),
     frequency: 'weekly',
     memo: '',
     saveStatus: { fetchState: 'Not-Started', error: undefined },

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

@@ -10,8 +10,5 @@ export type ActionType = ReturnType<typeof fetchCashManagementSettings> | Return
  * 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.
- *
- * 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 fetchCashManagementSettingsEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -11,28 +11,28 @@ const autoSweepFlowReducer_1 = require("../autoSweepFlowReducer");
  * 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.
- *
- * TODO: switch the endpoint to a base URL constant once the prod endpoint
- * lands; right now this hits the dev environment directly.
  */
-const fetchCashManagementSettingsEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(autoSweepFlowReducer_1.fetchCashManagementSettings.match), (0, operators_1.switchMap)(() => zeniAPI
-    .getJSON(`https://dev.api.zeni.ai/cash-management-agent/1.0/cash-management/settings`)
-    .pipe((0, operators_1.mergeMap)((response) => {
-    if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
-        return (0, rxjs_1.of)(
-        // Publish the source deposit account into the shared entity
-        // bucket so the selector can hydrate the full `FundingAccount`
-        // from `getDepositAccountByDepositAccountId` rather than the
-        // auto-sweep slice holding a duplicate copy.
-        (0, depositAccountReducer_1.updateDepositAccounts)([response.data.source_bank_account]), (0, autoSweepFlowReducer_1.updateCashManagementSettings)({ data: response.data }));
-    }
-    return (0, rxjs_1.of)((0, autoSweepFlowReducer_1.updateCashManagementSettingsFetchStatus)({
+const fetchCashManagementSettingsEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(autoSweepFlowReducer_1.fetchCashManagementSettings.match), (0, operators_1.switchMap)(() => {
+    const endpoint = `${zeniAPI.apiEndPoints.cashManagementAgentBaseUrl}/1.0/cash-management/settings`;
+    return zeniAPI
+        .getJSON(endpoint)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+            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',
+            error: response.status,
+        }));
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, autoSweepFlowReducer_1.updateCashManagementSettingsFetchStatus)({
         fetchState: 'Error',
-        error: response.status,
-    }));
-}), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, autoSweepFlowReducer_1.updateCashManagementSettingsFetchStatus)({
-    fetchState: 'Error',
-    error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Fetch cash management settings REST API call errored out' +
-        JSON.stringify(error)),
-}))))));
+        error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Fetch cash management settings REST API call errored out: ' +
+            (error?.message ?? String(error))),
+    }))));
+}));
 exports.fetchCashManagementSettingsEpic = fetchCashManagementSettingsEpic;

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

@@ -6,8 +6,8 @@ const operators_1 = require("rxjs/operators");
 const responsePayload_1 = require("../../../../../responsePayload");
 const autoSweepFlowPayload_1 = require("../autoSweepFlowPayload");
 const autoSweepFlowReducer_1 = require("../autoSweepFlowReducer");
-const SETTINGS_ENDPOINT = 'https://dev.api.zeni.ai/cash-management-agent/1.0/cash-management/settings';
 const saveAutoSweepSettingsEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(autoSweepFlowReducer_1.saveAutoSweepSettings.match), (0, operators_1.switchMap)(() => {
+    const endpoint = `${zeniAPI.apiEndPoints.cashManagementAgentBaseUrl}/1.0/cash-management/settings`;
     const { bufferAmount, frequency, memo, settingsId } = state$.value.autoSweepFlowState;
     const payload = (0, autoSweepFlowPayload_1.toSaveAutoSweepSettingsBody)({
         bufferAmount,
@@ -17,20 +17,20 @@ const saveAutoSweepSettingsEpic = (actions$, state$, zeniAPI) => actions$.pipe((
     // 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(SETTINGS_ENDPOINT, payload)
-        : zeniAPI.putAndGetJSON(SETTINGS_ENDPOINT, payload);
+        ? zeniAPI.postAndGetJSON(endpoint, payload)
+        : zeniAPI.putAndGetJSON(endpoint, payload);
     return request$.pipe((0, operators_1.mergeMap)((response) => {
-        if ((0, responsePayload_1.isSuccessResponse)(response)) {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
             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,
+            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: ' +
+            (error?.message ?? String(error))),
     }))));
 }));
 exports.saveAutoSweepSettingsEpic = saveAutoSweepSettingsEpic;

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

@@ -6,10 +6,14 @@ const zeniDayJS_1 = require("../../../../zeniDayJS");
 // ---------------------------------------------------------------------------
 // Converters
 // ---------------------------------------------------------------------------
+// The cash agent payload reports `currency_code` only; the v1 surface is
+// USD-only, so we pair it with the canonical `$` symbol here. If the agent
+// grows multi-currency support, this is the single place to widen.
+const CASH_AGENT_CURRENCY_SYMBOL = '$';
 const toUpcomingPaymentEvent = (event) => ({
     accountId: event.account_id,
     accountType: event.account_type,
-    amount: (0, amount_1.toAmount)(event.amount_usd, event.currency_code),
+    amount: (0, amount_1.toAmount)(event.amount_usd, event.currency_code, CASH_AGENT_CURRENCY_SYMBOL),
     label: event.label,
     paymentDate: (0, zeniDayJS_1.date)(event.payment_date),
 });
@@ -22,7 +26,7 @@ exports.toUpcomingPaymentEvent = toUpcomingPaymentEvent;
  * state type a plain `ID` (string) without losing information.
  */
 const toCashManagementMovement = (payload) => ({
-    amount: (0, amount_1.toAmount)(payload.amount, payload.currency_code),
+    amount: (0, amount_1.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,

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

@@ -7,11 +7,6 @@ const cashManagementOverviewPayload_1 = require("./cashManagementOverviewPayload
 const cashManagementOverviewState_1 = require("./cashManagementOverviewState");
 exports.initialState = {
     banner: cashManagementOverviewState_1.initialCashManagementBannerState,
-    fetchState: 'Not-Started',
-    error: undefined,
-    hasValidState() {
-        return this.fetchState == 'Completed';
-    },
 };
 const cashManagementOverview = (0, toolkit_1.createSlice)({
     name: 'cashManagementOverview',
@@ -24,11 +19,11 @@ const cashManagementOverview = (0, toolkit_1.createSlice)({
             },
         },
         fetchCashManagementBanner(draft) {
-            draft.banner = {
-                ...cashManagementOverviewState_1.initialCashManagementBannerState,
-                fetchState: 'In-Progress',
-                error: undefined,
-            };
+            // 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;
         },
         updateCashManagementBanner(draft, action) {
             draft.banner = {

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

@@ -106,7 +106,19 @@ const buildProjectionData = (cashBalance, inflowEvents, outflowEvents) => {
             date: e.paymentDate,
             isInflow: false,
         })),
-    ].sort((a, b) => a.date.valueOf() - b.date.valueOf());
+    ].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) => {

package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewState.d.ts

@@ -1,5 +1,5 @@
 import { Amount } from '../../../../commonStateTypes/amount';
-import { FetchStateAndError, FetchedState, ID } from '../../../../commonStateTypes/common';
+import { FetchStateAndError, ID } from '../../../../commonStateTypes/common';
 import { ZeniDate } from '../../../../zeniDayJS';
 /**
  * Bank account types the cash agent reports against. Kept as a string union so
@@ -65,7 +65,11 @@ export interface CashManagementBannerData {
 export interface CashManagementBannerState extends FetchStateAndError {
     data?: CashManagementBannerData;
 }
-export interface CashManagementOverviewState extends FetchedState {
+/**
+ * The slice's effective fetch state is the banner's — consumers should query
+ * `banner.fetchState` rather than a duplicate top-level field.
+ */
+export interface CashManagementOverviewState {
     banner: CashManagementBannerState;
 }
 export declare const initialCashManagementBannerState: CashManagementBannerState;

package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementBannerEpic.d.ts

@@ -4,13 +4,4 @@ import { RootState } from '../../../../../reducer';
 import { ZeniAPI } from '../../../../../zeniAPI';
 import { fetchCashManagementBanner, updateCashManagementBanner, updateCashManagementBannerFetchStatus } from '../cashManagementOverviewReducer';
 export type ActionType = ReturnType<typeof fetchCashManagementBanner> | ReturnType<typeof updateCashManagementBanner> | ReturnType<typeof updateCashManagementBannerFetchStatus>;
-/**
- * Hits the cash agent's recommend endpoint and stores the full response on
- * the banner state — `inflows[]`, `outflows[]`, and `money_movements[]` all
- * live there, so consumers can read them directly without an entity-bucket
- * lookup.
- *
- * 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 fetchCashManagementBannerEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -10,23 +10,22 @@ const cashManagementOverviewReducer_1 = require("../cashManagementOverviewReduce
  * the banner state — `inflows[]`, `outflows[]`, and `money_movements[]` all
  * live there, so consumers can read them directly without an entity-bucket
  * lookup.
- *
- * TODO: switch the endpoint to a base URL constant once the prod endpoint
- * lands; right now this hits the dev environment directly.
  */
-const fetchCashManagementBannerEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(cashManagementOverviewReducer_1.fetchCashManagementBanner.match), (0, operators_1.switchMap)(() => zeniAPI
-    .getJSON(`https://dev.api.zeni.ai/cash-management-agent/1.0/cash-agent/recommend?horizon_days=30`)
-    .pipe((0, operators_1.mergeMap)((response) => {
-    if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
-        return (0, rxjs_1.of)((0, cashManagementOverviewReducer_1.updateCashManagementBanner)({ data: response.data }));
-    }
-    return (0, rxjs_1.of)((0, cashManagementOverviewReducer_1.updateCashManagementBannerFetchStatus)({
+const DEFAULT_RECOMMEND_HORIZON_DAYS = 30;
+const fetchCashManagementBannerEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(cashManagementOverviewReducer_1.fetchCashManagementBanner.match), (0, operators_1.switchMap)(() => {
+    const endpoint = `${zeniAPI.apiEndPoints.cashManagementAgentBaseUrl}/1.0/cash-agent/recommend?horizon_days=${DEFAULT_RECOMMEND_HORIZON_DAYS}`;
+    return zeniAPI.getJSON(endpoint).pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+            return (0, rxjs_1.of)((0, cashManagementOverviewReducer_1.updateCashManagementBanner)({ data: response.data }));
+        }
+        return (0, rxjs_1.of)((0, cashManagementOverviewReducer_1.updateCashManagementBannerFetchStatus)({
+            fetchState: 'Error',
+            error: response.status,
+        }));
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, cashManagementOverviewReducer_1.updateCashManagementBannerFetchStatus)({
         fetchState: 'Error',
-        error: response.status,
-    }));
-}), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, cashManagementOverviewReducer_1.updateCashManagementBannerFetchStatus)({
-    fetchState: 'Error',
-    error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Fetch cash management banner REST API call errored out' +
-        JSON.stringify(error)),
-}))))));
+        error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Fetch cash management banner REST API call errored out: ' +
+            (error?.message ?? String(error))),
+    }))));
+}));
 exports.fetchCashManagementBannerEpic = fetchCashManagementBannerEpic;

package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementOverviewPageEpic.js

@@ -21,6 +21,9 @@ const fetchCashManagementOverviewPageEpic = (actions$, state$) => actions$.pipe(
             treasuryDetailState.fetchState !== 'In-Progress') {
             pageActions.push((0, treasuryDetailReducer_1.fetchTreasuryOverviewDetail)(false));
         }
+        // zeniAccountListState has no top-level fetchState to dedup against
+        // (only `newCheckingAccount.fetchState`), and the downstream epic is
+        // cheap. Always re-dispatch so the summary stays fresh on page entry.
         pageActions.push((0, zeniAccountListReducer_1.fetchZeniAccountList)(false));
         const banner = state.cashManagementOverviewState.banner;
         if (banner.fetchState !== 'Completed' &&

package/lib/zeniAPI.d.ts

@@ -10,6 +10,7 @@ export interface RESTAPIEndpoints {
     readonly authMicroServiceBaseUrl: string;
     readonly bankingMicroServiceBaseUrl: string;
     readonly cardMicroServiceBaseUrl: string;
+    readonly cashManagementAgentBaseUrl: string;
     readonly communicationAgentMicroServiceBaseUrl: string;
     readonly documentAIMicroServiceBaseUrl: string;
     readonly fileMicroServiceBaseUrl: string;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.0.84-betaAK2",
+  "version": "5.0.84-betaAK3",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",