@zeniai/client-epic-state 5.0.84-betaAK3 → 5.0.84-betaAS1
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/lib/commonStateTypes/amount.d.ts +0 -1
- package/lib/commonStateTypes/amount.js +1 -3
- package/lib/commonStateTypes/workingDayHelper.d.ts +0 -9
- package/lib/commonStateTypes/workingDayHelper.js +1 -28
- package/lib/entity/tenant/clearAllEpic.d.ts +1 -3
- package/lib/entity/tenant/clearAllEpic.js +0 -4
- package/lib/epic.d.ts +1 -5
- package/lib/epic.js +1 -5
- package/lib/esm/commonStateTypes/amount.js +0 -1
- package/lib/esm/commonStateTypes/workingDayHelper.js +0 -26
- package/lib/esm/entity/tenant/clearAllEpic.js +0 -4
- package/lib/esm/epic.js +1 -5
- package/lib/esm/index.js +3 -8
- package/lib/esm/reducer.js +0 -6
- package/lib/esm/view/spendManagement/autotransferRules/autoTransferRulesSelector.js +2 -22
- package/lib/index.d.ts +6 -15
- package/lib/index.js +17 -37
- package/lib/reducer.d.ts +0 -6
- package/lib/reducer.js +0 -6
- package/lib/view/spendManagement/autotransferRules/autoTransferRulesSelector.d.ts +1 -8
- package/lib/view/spendManagement/autotransferRules/autoTransferRulesSelector.js +1 -21
- package/lib/view/spendManagement/autotransferRules/autoTransferRulesState.d.ts +0 -22
- package/lib/view/spendManagement/billPay/internationalWireVerification/internationalWireVerificationState.d.ts +16 -0
- package/lib/zeniAPI.d.ts +0 -1
- package/package.json +1 -1
- package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowPayload.js +0 -31
- package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer.js +0 -69
- package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowSelector.js +0 -29
- package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowState.js +0 -47
- package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/epics/fetchCashManagementSettingsEpic.js +0 -34
- package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/epics/saveAutoSweepSettingsEpic.js +0 -32
- package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewPayload.js +0 -41
- package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer.js +0 -44
- package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewSelector.js +0 -193
- package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewState.js +0 -5
- package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementBannerEpic.js +0 -27
- package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementOverviewPageEpic.js +0 -42
- package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowPayload.d.ts +0 -48
- package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowPayload.js +0 -36
- package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer.d.ts +0 -21
- package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer.js +0 -73
- package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowSelector.d.ts +0 -40
- package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowSelector.js +0 -33
- package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowState.d.ts +0 -37
- package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowState.js +0 -53
- package/lib/view/spendManagement/cashManagement/autoSweepFlow/epics/fetchCashManagementSettingsEpic.d.ts +0 -14
- package/lib/view/spendManagement/cashManagement/autoSweepFlow/epics/fetchCashManagementSettingsEpic.js +0 -38
- package/lib/view/spendManagement/cashManagement/autoSweepFlow/epics/saveAutoSweepSettingsEpic.d.ts +0 -7
- package/lib/view/spendManagement/cashManagement/autoSweepFlow/epics/saveAutoSweepSettingsEpic.js +0 -36
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewPayload.d.ts +0 -32
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewPayload.js +0 -46
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer.d.ts +0 -15
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer.js +0 -48
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewSelector.d.ts +0 -35
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewSelector.js +0 -198
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewState.d.ts +0 -75
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewState.js +0 -8
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementBannerEpic.d.ts +0 -7
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementBannerEpic.js +0 -31
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementOverviewPageEpic.d.ts +0 -10
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementOverviewPageEpic.js +0 -46
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import { zeroAmount } from '../../../../commonStateTypes/amount';
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import { reduceAllFetchState } from '../../../../commonStateTypes/reduceFetchState';
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/**
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* Default account type used when the recommend payload has no movement to
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* expose yet (e.g. before the first fetch resolves). Callers that care about
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* the movement should also gate on `fetchState === 'Completed'`.
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*/
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const DEFAULT_BANK_ACCOUNT_TYPE = 'deposit_account';
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const DEFAULT_SUB_MOVEMENT_TYPE = 'push';
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export const getCashManagementOverviewBanner = (state) => {
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const { banner } = state.cashManagementOverviewState;
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const autoSweep = state.autoSweepFlowState;
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// The banner today surfaces a single recommended movement (the first one
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// returned by the agent). When the agent returns multiple groups/movements
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// we'll need to broaden this — for now consumers only render one.
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const movement = banner.data?.moneyMovements[0]?.movements[0];
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const aggregate = reduceAllFetchState([
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{ fetchState: banner.fetchState, error: banner.error },
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{ fetchState: autoSweep.fetchState, error: autoSweep.error },
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]);
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return {
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fetchState: aggregate.fetchState,
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error: aggregate.error,
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amount: movement?.amount ?? zeroAmount(),
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cashManagementSettingsId: autoSweep.settingsId,
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destinationBankAccountId: movement?.destinationBankAccountId ?? '',
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destinationBankAccountType: movement?.destinationBankAccountType ?? DEFAULT_BANK_ACCOUNT_TYPE,
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reasoning: movement?.reasoning ?? '',
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sourceBankAccountId: movement?.sourceBankAccountId ?? '',
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sourceBankAccountType: movement?.sourceBankAccountType ?? DEFAULT_BANK_ACCOUNT_TYPE,
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subMovementType: movement?.subMovementType ?? DEFAULT_SUB_MOVEMENT_TYPE,
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version: 0,
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};
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};
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export const getCashManagementOverview = (state) => {
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const { cashManagementOverviewState, depositAccountListState, depositAccountState, paymentAccountListState, paymentAccountState, treasuryDetailState, } = state;
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const aggregate = reduceAllFetchState([
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{
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fetchState: paymentAccountListState.fetchState,
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error: paymentAccountListState.error,
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},
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{
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fetchState: depositAccountListState.fetchState,
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error: depositAccountListState.error,
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},
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{
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fetchState: treasuryDetailState.fetchState,
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error: treasuryDetailState.error,
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},
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{
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fetchState: cashManagementOverviewState.banner.fetchState,
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error: cashManagementOverviewState.banner.error,
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},
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{
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fetchState: state.autoSweepFlowState.fetchState,
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error: state.autoSweepFlowState.error,
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},
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]);
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const treasuryBalance = treasuryDetailState.accountSummary?.totalBalance ?? zeroAmount();
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const cashBalance = sumCashBalances(paymentAccountListState.paymentAccountIds, paymentAccountState, depositAccountListState.accountIds, depositAccountState);
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const totalCash = addAmounts(treasuryBalance, cashBalance);
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const bannerData = cashManagementOverviewState.banner.data;
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const inflowEvents = bannerData?.inflows ?? [];
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const outflowEvents = bannerData?.outflows ?? [];
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const totalInFlow = sumEventAmounts(inflowEvents);
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const totalOutFlow = sumEventAmounts(outflowEvents);
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const cashflow = subtractAmounts(totalInFlow, totalOutFlow);
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const projectionData = buildProjectionData(cashBalance, inflowEvents, outflowEvents);
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return {
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banner: getCashManagementOverviewBanner(state),
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cashBalance,
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cashflow,
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inflowEvents,
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outflowEvents,
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projectionData,
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totalCash,
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totalInFlow,
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totalOutFlow,
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treasuryBalance,
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fetchState: aggregate.fetchState,
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error: aggregate.error,
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version: 0,
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};
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};
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/**
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* Walks the inflow / outflow events in chronological order, stepping the
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* running balance from today's `cashBalance`. Emits a point per event so the
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* chart can render colored markers at each cash event. Events with the same
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* payment date are kept as separate steps (preserves the marker count even
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* if Recharts overlays them at the same X position).
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*/
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const buildProjectionData = (cashBalance, inflowEvents, outflowEvents) => {
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const events = [
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...inflowEvents.map((e) => ({
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amount: e.amount,
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date: e.paymentDate,
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isInflow: true,
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})),
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...outflowEvents.map((e) => ({
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amount: e.amount,
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date: e.paymentDate,
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isInflow: false,
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})),
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].sort((a, b) => {
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const diff = a.date.valueOf() - b.date.valueOf();
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if (diff !== 0) {
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return diff;
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}
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// Same-day tie-breaker: apply outflows before inflows so the projection
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// shows the worst-case low first, then the recovery — matches the
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// "show me the dip" framing on the cash management overview.
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if (a.isInflow === b.isInflow) {
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return 0;
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}
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return a.isInflow ? 1 : -1;
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});
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let balance = cashBalance;
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const points = [{ balance, date: 'Today' }];
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events.forEach((event) => {
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balance = event.isInflow
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? addAmounts(balance, event.amount)
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: subtractAmounts(balance, event.amount);
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points.push({
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balance,
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date: event.date.format('MMM D'),
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isInflow: event.isInflow ? true : undefined,
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isOutflow: event.isInflow ? undefined : true,
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});
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});
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return points;
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};
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const sumEventAmounts = (events) => events.reduce((acc, event) => addAmounts(acc, event.amount), zeroAmount());
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/**
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* Subtracts `b` from `a`, sharing the currency-match guard with `addAmounts`.
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* Used to compute net cash flow (`inflow - outflow`).
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*/
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const subtractAmounts = (a, b) => {
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if (isZeroAmount(b)) {
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return { ...a };
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}
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if (isZeroAmount(a)) {
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return { ...b, amount: -b.amount };
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}
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if (a.currencyCode !== b.currencyCode ||
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a.currencySymbol !== b.currencySymbol) {
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console.warn(`cashManagementOverview: skipping balance with mismatched currency. Expected ${a.currencyCode} (${a.currencySymbol}), got ${b.currencyCode} (${b.currencySymbol}).`);
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return a;
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}
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return {
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amount: a.amount - b.amount,
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currencyCode: a.currencyCode,
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currencySymbol: a.currencySymbol,
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};
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};
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const isZeroAmount = (a) => a.amount === 0 && a.currencyCode === 'USD' && a.currencySymbol === '$';
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/**
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* Adds two Amounts. Currencies must match (the seeded zeroAmount() counts as
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* "no currency yet" and adopts `b`'s currency). Mismatches return `a`
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* unchanged and warn — mixing currencies in a total is a bug, not silent
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* conversion.
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*/
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const addAmounts = (a, b) => {
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if (isZeroAmount(a)) {
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return { ...b };
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}
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if (a.currencyCode !== b.currencyCode ||
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a.currencySymbol !== b.currencySymbol) {
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console.warn(`cashManagementOverview: skipping balance with mismatched currency. Expected ${a.currencyCode} (${a.currencySymbol}), got ${b.currencyCode} (${b.currencySymbol}).`);
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return a;
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}
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return {
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amount: a.amount + b.amount,
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currencyCode: a.currencyCode,
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currencySymbol: a.currencySymbol,
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};
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};
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const sumCashBalances = (paymentAccountIds, paymentAccountState, depositAccountIds, depositAccountState) => {
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let total = zeroAmount();
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paymentAccountIds.forEach((id) => {
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const balance = paymentAccountState.paymentAccountByID[id]?.balances
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?.available;
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if (balance != null) {
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total = addAmounts(total, balance);
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}
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});
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depositAccountIds.forEach((id) => {
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const balance = depositAccountState.depositAccountByID[id]?.accountBalance?.available;
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if (balance != null) {
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total = addAmounts(total, balance);
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}
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});
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return total;
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};
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import { of } from 'rxjs';
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import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
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import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
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import { fetchCashManagementBanner, updateCashManagementBanner, updateCashManagementBannerFetchStatus, } from '../cashManagementOverviewReducer';
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/**
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* Hits the cash agent's recommend endpoint and stores the full response on
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* the banner state — `inflows[]`, `outflows[]`, and `money_movements[]` all
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* live there, so consumers can read them directly without an entity-bucket
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* lookup.
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*/
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const DEFAULT_RECOMMEND_HORIZON_DAYS = 30;
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export const fetchCashManagementBannerEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchCashManagementBanner.match), switchMap(() => {
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const endpoint = `${zeniAPI.apiEndPoints.cashManagementAgentBaseUrl}/1.0/cash-agent/recommend?horizon_days=${DEFAULT_RECOMMEND_HORIZON_DAYS}`;
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return zeniAPI.getJSON(endpoint).pipe(mergeMap((response) => {
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if (isSuccessResponse(response) && response.data != null) {
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return of(updateCashManagementBanner({ data: response.data }));
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}
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return of(updateCashManagementBannerFetchStatus({
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fetchState: 'Error',
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error: response.status,
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}));
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}), catchError((error) => of(updateCashManagementBannerFetchStatus({
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fetchState: 'Error',
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error: createZeniAPIStatus('Unexpected Error', 'Fetch cash management banner REST API call errored out: ' +
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(error?.message ?? String(error))),
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}))));
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}));
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import { concat, from } from 'rxjs';
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import { filter, mergeMap } from 'rxjs/operators';
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import { fetchAutoTransferRules } from '../../../autotransferRules/autoTransferRulesReducer';
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import { fetchCashManagementSettings } from '../../autoSweepFlow/autoSweepFlowReducer';
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import { fetchTreasuryOverviewDetail } from '../../../treasury/treasuryList/treasuryDetailReducer';
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import { fetchZeniAccountList } from '../../../zeniAccounts/zeniAccountList/zeniAccountListReducer';
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import { fetchCashManagementBanner, fetchCashManagementOverviewPage, } from '../cashManagementOverviewReducer';
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export const fetchCashManagementOverviewPageEpic = (actions$, state$) => actions$.pipe(filter(fetchCashManagementOverviewPage.match), mergeMap((action) => {
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const { cacheOverride } = action.payload;
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const state = state$.value;
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const pageActions = [];
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if (cacheOverride === true) {
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pageActions.push(fetchTreasuryOverviewDetail(true), fetchZeniAccountList(true), fetchCashManagementBanner(), fetchCashManagementSettings(), fetchAutoTransferRules(true));
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}
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else {
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const treasuryDetailState = state.treasuryDetailState;
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if (treasuryDetailState.hasValidState() === false &&
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treasuryDetailState.fetchState !== 'In-Progress') {
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pageActions.push(fetchTreasuryOverviewDetail(false));
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}
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// zeniAccountListState has no top-level fetchState to dedup against
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// (only `newCheckingAccount.fetchState`), and the downstream epic is
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// cheap. Always re-dispatch so the summary stays fresh on page entry.
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pageActions.push(fetchZeniAccountList(false));
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const banner = state.cashManagementOverviewState.banner;
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if (banner.fetchState !== 'Completed' &&
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banner.fetchState !== 'In-Progress') {
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pageActions.push(fetchCashManagementBanner());
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}
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const autoSweep = state.autoSweepFlowState;
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if (autoSweep.fetchState !== 'Completed' &&
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autoSweep.fetchState !== 'In-Progress') {
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pageActions.push(fetchCashManagementSettings());
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}
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const autoTransferRules = state.autotransferRulesState;
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if (autoTransferRules.fetchState !== 'Completed' &&
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autoTransferRules.fetchState !== 'In-Progress') {
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pageActions.push(fetchAutoTransferRules(false));
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}
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}
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return concat(from(pageActions));
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}));
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@@ -1,48 +0,0 @@
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import { Amount } from '../../../../commonStateTypes/amount';
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import { ID } from '../../../../commonStateTypes/common';
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import { DepositAccountPayload } from '../../../../entity/depositAccount/depositAccountPayload';
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import { ZeniAPIResponse } from '../../../../responsePayload';
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import { ZeniDate } from '../../../../zeniDayJS';
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import { AutoSweepFlowState, AutoSweepFrequency } from './autoSweepFlowState';
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/**
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* Body sent to `PUT /cash-management/settings`. Field names match the
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* cash-management-agent contract; `minimum_buffer_usd` is a plain number
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* (the slice tracks the canonical `Amount` value).
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*/
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export type SaveAutoSweepSettingsBody = {
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first_run_date: string;
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frequency: string;
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memo: string;
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minimum_buffer_usd: number;
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};
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export type SaveAutoSweepSettingsResponse = ZeniAPIResponse<unknown>;
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export declare const toSaveAutoSweepSettingsBody: (state: Pick<AutoSweepFlowState, "bufferAmount" | "frequency" | "memo">) => SaveAutoSweepSettingsBody;
|
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/**
|
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* `source_bank_account` on the cash-management settings response matches the
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* shared `DepositAccountPayload` shape, so the fetch epic dispatches it into
|
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* the deposit-account entity bucket and the auto-sweep slice only keeps the
|
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* id. The selector hydrates the full `FundingAccount` on read.
|
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|
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*/
|
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|
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export interface CashManagementSettingsPayload {
|
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|
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cash_management_settings_id: string | null;
|
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frequency: string;
|
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minimum_buffer_usd: number;
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|
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next_transfer_date: string;
|
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|
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source_bank_account: DepositAccountPayload;
|
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|
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}
|
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|
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export type CashManagementSettingsResponse = ZeniAPIResponse<CashManagementSettingsPayload>;
|
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|
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/**
|
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|
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* Map a `GET /cash-management/settings` payload into the slice's writable
|
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* fields. Defensive on the frequency (string-from-the-wire → union via
|
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|
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* `toAutoSweepFrequency`, falling back to `'weekly'` if the server returns
|
|
38
|
-
* something we don't model yet). Only the source account *id* is stored
|
|
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|
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* here — the full deposit-account payload is published to the entity bucket
|
|
40
|
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* by the fetch epic.
|
|
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|
-
*/
|
|
42
|
-
export declare const toAutoSweepFlowStatePatch: (payload: CashManagementSettingsPayload) => {
|
|
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|
-
bufferAmount: Amount;
|
|
44
|
-
frequency: AutoSweepFrequency;
|
|
45
|
-
nextTransferDate?: ZeniDate;
|
|
46
|
-
primaryFundingAccountId?: ID;
|
|
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|
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settingsId?: ID;
|
|
48
|
-
};
|
|
@@ -1,36 +0,0 @@
|
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1
|
-
"use strict";
|
|
2
|
-
Object.defineProperty(exports, "__esModule", { value: true });
|
|
3
|
-
exports.toAutoSweepFlowStatePatch = exports.toSaveAutoSweepSettingsBody = void 0;
|
|
4
|
-
const amount_1 = require("../../../../commonStateTypes/amount");
|
|
5
|
-
const workingDayHelper_1 = require("../../../../commonStateTypes/workingDayHelper");
|
|
6
|
-
const zeniDayJS_1 = require("../../../../zeniDayJS");
|
|
7
|
-
const autoSweepFlowState_1 = require("./autoSweepFlowState");
|
|
8
|
-
const toSaveAutoSweepSettingsBody = (state) => ({
|
|
9
|
-
first_run_date: (0, workingDayHelper_1.getNextTransferDate)(state.frequency).format('YYYY-MM-DD'),
|
|
10
|
-
frequency: state.frequency,
|
|
11
|
-
memo: state.memo,
|
|
12
|
-
minimum_buffer_usd: state.bufferAmount.amount,
|
|
13
|
-
});
|
|
14
|
-
exports.toSaveAutoSweepSettingsBody = toSaveAutoSweepSettingsBody;
|
|
15
|
-
/**
|
|
16
|
-
* Map a `GET /cash-management/settings` payload into the slice's writable
|
|
17
|
-
* fields. Defensive on the frequency (string-from-the-wire → union via
|
|
18
|
-
* `toAutoSweepFrequency`, falling back to `'weekly'` if the server returns
|
|
19
|
-
* something we don't model yet). Only the source account *id* is stored
|
|
20
|
-
* here — the full deposit-account payload is published to the entity bucket
|
|
21
|
-
* by the fetch epic.
|
|
22
|
-
*/
|
|
23
|
-
const toAutoSweepFlowStatePatch = (payload) => {
|
|
24
|
-
const currencyCode = payload.source_bank_account.balances?.currency_code;
|
|
25
|
-
const currencySymbol = payload.source_bank_account.balances?.currency_symbol;
|
|
26
|
-
return {
|
|
27
|
-
bufferAmount: (0, amount_1.toAmount)(payload.minimum_buffer_usd, currencyCode ?? 'USD', currencySymbol ?? '$'),
|
|
28
|
-
frequency: (0, autoSweepFlowState_1.toAutoSweepFrequency)(payload.frequency) ?? 'weekly',
|
|
29
|
-
nextTransferDate: payload.next_transfer_date != null && payload.next_transfer_date !== ''
|
|
30
|
-
? (0, zeniDayJS_1.date)(payload.next_transfer_date)
|
|
31
|
-
: undefined,
|
|
32
|
-
primaryFundingAccountId: payload.source_bank_account.deposit_account_id ?? undefined,
|
|
33
|
-
settingsId: payload.cash_management_settings_id ?? undefined,
|
|
34
|
-
};
|
|
35
|
-
};
|
|
36
|
-
exports.toAutoSweepFlowStatePatch = toAutoSweepFlowStatePatch;
|
|
@@ -1,21 +0,0 @@
|
|
|
1
|
-
import { Amount } from '../../../../commonStateTypes/amount';
|
|
2
|
-
import { FetchState } from '../../../../commonStateTypes/common';
|
|
3
|
-
import { ZeniAPIStatus } from '../../../../responsePayload';
|
|
4
|
-
import { CashManagementSettingsPayload } from './autoSweepFlowPayload';
|
|
5
|
-
import { AutoSweepFlowState, AutoSweepFrequency } from './autoSweepFlowState';
|
|
6
|
-
export declare const initialState: AutoSweepFlowState;
|
|
7
|
-
export declare const fetchCashManagementSettings: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"autoSweepFlow/fetchCashManagementSettings">, updateCashManagementSettings: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
|
|
8
|
-
data: CashManagementSettingsPayload;
|
|
9
|
-
}, "autoSweepFlow/updateCashManagementSettings">, updateCashManagementSettingsFetchStatus: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
|
|
10
|
-
fetchState: FetchState;
|
|
11
|
-
error?: ZeniAPIStatus;
|
|
12
|
-
}, "autoSweepFlow/updateCashManagementSettingsFetchStatus">, updateAutoSweepDraft: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
|
|
13
|
-
bufferAmount: Amount;
|
|
14
|
-
frequency: AutoSweepFrequency;
|
|
15
|
-
memo: string;
|
|
16
|
-
}, "autoSweepFlow/updateAutoSweepDraft">, saveAutoSweepSettings: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"autoSweepFlow/saveAutoSweepSettings">, updateAutoSweepSettingsFetchStatus: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
|
|
17
|
-
fetchState: FetchState;
|
|
18
|
-
error?: ZeniAPIStatus;
|
|
19
|
-
}, "autoSweepFlow/updateAutoSweepSettingsFetchStatus">, clearAutoSweepFlow: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"autoSweepFlow/clearAutoSweepFlow">;
|
|
20
|
-
declare const _default: import("redux").Reducer<AutoSweepFlowState>;
|
|
21
|
-
export default _default;
|
|
@@ -1,73 +0,0 @@
|
|
|
1
|
-
"use strict";
|
|
2
|
-
var _a;
|
|
3
|
-
Object.defineProperty(exports, "__esModule", { value: true });
|
|
4
|
-
exports.clearAutoSweepFlow = exports.updateAutoSweepSettingsFetchStatus = exports.saveAutoSweepSettings = exports.updateAutoSweepDraft = exports.updateCashManagementSettingsFetchStatus = exports.updateCashManagementSettings = exports.fetchCashManagementSettings = exports.initialState = void 0;
|
|
5
|
-
const toolkit_1 = require("@reduxjs/toolkit");
|
|
6
|
-
const autoSweepFlowPayload_1 = require("./autoSweepFlowPayload");
|
|
7
|
-
const autoSweepFlowState_1 = require("./autoSweepFlowState");
|
|
8
|
-
exports.initialState = autoSweepFlowState_1.initialAutoSweepFlowState;
|
|
9
|
-
const autoSweepFlow = (0, toolkit_1.createSlice)({
|
|
10
|
-
name: 'autoSweepFlow',
|
|
11
|
-
initialState: exports.initialState,
|
|
12
|
-
reducers: {
|
|
13
|
-
/**
|
|
14
|
-
* Kicks off `GET /cash-management/settings`. Flips the top-level
|
|
15
|
-
* fetchState to `In-Progress`; the fetch epic picks this up.
|
|
16
|
-
*/
|
|
17
|
-
fetchCashManagementSettings(draft) {
|
|
18
|
-
draft.fetchState = 'In-Progress';
|
|
19
|
-
draft.error = undefined;
|
|
20
|
-
},
|
|
21
|
-
/**
|
|
22
|
-
* Hydrates the form fields with the server-side settings (and stashes
|
|
23
|
-
* the settings id for subsequent saves). Marks the GET as `Completed`.
|
|
24
|
-
*/
|
|
25
|
-
updateCashManagementSettings(draft, action) {
|
|
26
|
-
const patch = (0, autoSweepFlowPayload_1.toAutoSweepFlowStatePatch)(action.payload.data);
|
|
27
|
-
draft.bufferAmount = patch.bufferAmount;
|
|
28
|
-
draft.frequency = patch.frequency;
|
|
29
|
-
draft.nextTransferDate = patch.nextTransferDate;
|
|
30
|
-
draft.primaryFundingAccountId = patch.primaryFundingAccountId;
|
|
31
|
-
draft.settingsId = patch.settingsId;
|
|
32
|
-
draft.fetchState = 'Completed';
|
|
33
|
-
draft.error = undefined;
|
|
34
|
-
},
|
|
35
|
-
updateCashManagementSettingsFetchStatus(draft, action) {
|
|
36
|
-
draft.fetchState = action.payload.fetchState;
|
|
37
|
-
draft.error = action.payload.error;
|
|
38
|
-
},
|
|
39
|
-
/**
|
|
40
|
-
* Stage the in-flight form values without submitting them — fired from
|
|
41
|
-
* the setup→review transition so other selectors (and devtools) can see
|
|
42
|
-
* what the user is about to confirm. Leaves `saveStatus` untouched; the
|
|
43
|
-
* actual PUT only kicks off when the user clicks "Confirm Sweep" via
|
|
44
|
-
* `saveAutoSweepSettings`.
|
|
45
|
-
*/
|
|
46
|
-
updateAutoSweepDraft(draft, action) {
|
|
47
|
-
draft.bufferAmount = action.payload.bufferAmount;
|
|
48
|
-
draft.frequency = action.payload.frequency;
|
|
49
|
-
draft.memo = action.payload.memo;
|
|
50
|
-
},
|
|
51
|
-
/**
|
|
52
|
-
* Trigger the PUT for the auto-sweep settings already staged via
|
|
53
|
-
* `updateAutoSweepDraft`. Carries no payload — flips `saveStatus` to
|
|
54
|
-
* `In-Progress` and the save epic reads `bufferAmount` / `frequency` /
|
|
55
|
-
* `memo` straight from the slice. Callers must ensure those fields
|
|
56
|
-
* reflect the user's latest input before dispatching.
|
|
57
|
-
*/
|
|
58
|
-
saveAutoSweepSettings(draft) {
|
|
59
|
-
draft.saveStatus = { fetchState: 'In-Progress', error: undefined };
|
|
60
|
-
},
|
|
61
|
-
updateAutoSweepSettingsFetchStatus(draft, action) {
|
|
62
|
-
draft.saveStatus = {
|
|
63
|
-
fetchState: action.payload.fetchState,
|
|
64
|
-
error: action.payload.error,
|
|
65
|
-
};
|
|
66
|
-
},
|
|
67
|
-
clearAutoSweepFlow() {
|
|
68
|
-
return autoSweepFlowState_1.initialAutoSweepFlowState;
|
|
69
|
-
},
|
|
70
|
-
},
|
|
71
|
-
});
|
|
72
|
-
_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;
|
|
73
|
-
exports.default = autoSweepFlow.reducer;
|
|
@@ -1,40 +0,0 @@
|
|
|
1
|
-
import { Amount } from '../../../../commonStateTypes/amount';
|
|
2
|
-
import { FetchStateAndError, ID } from '../../../../commonStateTypes/common';
|
|
3
|
-
import { SelectorView } from '../../../../commonStateTypes/viewAndReport/viewAndReport';
|
|
4
|
-
import { RootState } from '../../../../reducer';
|
|
5
|
-
import { FundingAccount } from '../../commonSetup/setupViewSelector';
|
|
6
|
-
import { TreasurySummaryWithBalance } from '../../treasury/treasuryList/treasuryDetailState';
|
|
7
|
-
import { AutoSweepFrequency, RiskLevel } from './autoSweepFlowState';
|
|
8
|
-
/**
|
|
9
|
-
* The editable form state behind `<AutoSweepSetupPage>`. Kept as a nested
|
|
10
|
-
* object on the selector view so the screen can pass it through as a single
|
|
11
|
-
* unit and the rest of the view (server-derived data + statuses) stays
|
|
12
|
-
* separate from "what the user is currently editing".
|
|
13
|
-
*/
|
|
14
|
-
export interface AutoSweepFlowFormData {
|
|
15
|
-
bufferAmount: Amount;
|
|
16
|
-
frequency: AutoSweepFrequency;
|
|
17
|
-
memo: string;
|
|
18
|
-
/** Derived from `bufferAmount` — the matching preset risk level, falling
|
|
19
|
-
* back to `'moderate'` for custom server-side values. */
|
|
20
|
-
risk: RiskLevel;
|
|
21
|
-
}
|
|
22
|
-
export interface AutoSweepFlowSelectorView extends SelectorView {
|
|
23
|
-
formData: AutoSweepFlowFormData;
|
|
24
|
-
saveStatus: FetchStateAndError;
|
|
25
|
-
/**
|
|
26
|
-
* Recommended sweep amount. Sourced from the cash management banner
|
|
27
|
-
* (the first money_movements[0].movements[0].amount returned by the
|
|
28
|
-
* agent's `/recommend` endpoint). Defaults to zero when the agent
|
|
29
|
-
* hasn't returned a movement yet.
|
|
30
|
-
*/
|
|
31
|
-
sweepAmount: Amount;
|
|
32
|
-
/** Resolved from `primaryFundingAccountId` against the deposit-account
|
|
33
|
-
* entity bucket. `undefined` until the GET fetch publishes the account. */
|
|
34
|
-
primaryFundingAccount?: FundingAccount;
|
|
35
|
-
settingsId?: ID;
|
|
36
|
-
/** Treasury account summary used by the setup / review flow to render the
|
|
37
|
-
* destination column. Mirrors `getTreasuryDetail().accountSummary`. */
|
|
38
|
-
treasurySummary?: TreasurySummaryWithBalance;
|
|
39
|
-
}
|
|
40
|
-
export declare const getAutoSweepFlow: (state: RootState) => AutoSweepFlowSelectorView;
|
|
@@ -1,33 +0,0 @@
|
|
|
1
|
-
"use strict";
|
|
2
|
-
Object.defineProperty(exports, "__esModule", { value: true });
|
|
3
|
-
exports.getAutoSweepFlow = void 0;
|
|
4
|
-
const depositAccountSelector_1 = require("../../../../entity/depositAccount/depositAccountSelector");
|
|
5
|
-
const setupViewSelector_1 = require("../../commonSetup/setupViewSelector");
|
|
6
|
-
const treasuryDetailSelector_1 = require("../../treasury/treasuryList/treasuryDetailSelector");
|
|
7
|
-
const cashManagementOverviewSelector_1 = require("../cashManagementOverview/cashManagementOverviewSelector");
|
|
8
|
-
const autoSweepFlowState_1 = require("./autoSweepFlowState");
|
|
9
|
-
const getAutoSweepFlow = (state) => {
|
|
10
|
-
const { bufferAmount, frequency, memo, saveStatus, settingsId, primaryFundingAccountId, fetchState, error, } = state.autoSweepFlowState;
|
|
11
|
-
const depositAccount = primaryFundingAccountId != null
|
|
12
|
-
? (0, depositAccountSelector_1.getDepositAccountByDepositAccountId)(state.depositAccountState, primaryFundingAccountId)
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: undefined;
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return {
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fetchState,
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error,
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formData: {
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bufferAmount,
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frequency,
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memo,
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risk: (0, autoSweepFlowState_1.bufferAmountToRisk)(bufferAmount.amount),
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},
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primaryFundingAccount: depositAccount != null
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? (0, setupViewSelector_1.mapDepositAccToFundingAccount)(depositAccount)
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: undefined,
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saveStatus,
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settingsId,
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sweepAmount: (0, cashManagementOverviewSelector_1.getCashManagementOverviewBanner)(state).amount,
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treasurySummary: (0, treasuryDetailSelector_1.getTreasuryDetail)(state).accountSummary,
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version: 0,
|
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31
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-
};
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|
-
};
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33
|
-
exports.getAutoSweepFlow = getAutoSweepFlow;
|
|
@@ -1,37 +0,0 @@
|
|
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1
|
-
import { Amount } from '../../../../commonStateTypes/amount';
|
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2
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-
import { FetchStateAndError, ID } from '../../../../commonStateTypes/common';
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3
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-
import { ZeniDate } from '../../../../zeniDayJS';
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4
|
-
/**
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5
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* Cadence at which the auto-sweep transfer fires. Lowercase to match the
|
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6
|
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* cash-management settings API contract (and the `SweepFrequency` literal
|
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7
|
-
* already used by `<AutoSweepSetupPage>` in web-components).
|
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8
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-
*/
|
|
9
|
-
export declare const ALL_AUTO_SWEEP_FREQUENCIES: readonly ["daily", "weekly", "biweekly", "monthly"];
|
|
10
|
-
export declare const toAutoSweepFrequency: (v?: string) => "weekly" | "biweekly" | "monthly" | "daily";
|
|
11
|
-
export type AutoSweepFrequency = NonNullable<ReturnType<typeof toAutoSweepFrequency>>;
|
|
12
|
-
/**
|
|
13
|
-
* Risk presets the auto-sweep setup form exposes. Each level maps to a
|
|
14
|
-
* canonical minimum-buffer amount (USD). Selecting a level in the UI is
|
|
15
|
-
* shorthand for choosing that buffer.
|
|
16
|
-
*/
|
|
17
|
-
export declare const ALL_AUTO_SWEEP_RISK_LEVELS: readonly ["low", "moderate", "high"];
|
|
18
|
-
export declare const toAutoSweepRiskLevel: (v?: string) => "high" | "low" | "moderate";
|
|
19
|
-
export type RiskLevel = NonNullable<ReturnType<typeof toAutoSweepRiskLevel>>;
|
|
20
|
-
export declare const RISK_BUFFER_AMOUNT: Record<RiskLevel, number>;
|
|
21
|
-
/**
|
|
22
|
-
* Maps a buffer amount back onto the closest preset risk level. Falls back
|
|
23
|
-
* to `'moderate'` when the amount doesn't match a known preset (e.g. the
|
|
24
|
-
* server returned a custom value). The dropdown in `<AutoSweepSetupPage>`
|
|
25
|
-
* uses this so it can pre-select the user's existing band on edit.
|
|
26
|
-
*/
|
|
27
|
-
export declare const bufferAmountToRisk: (amount: number) => RiskLevel;
|
|
28
|
-
export interface AutoSweepFlowState extends FetchStateAndError {
|
|
29
|
-
bufferAmount: Amount;
|
|
30
|
-
frequency: AutoSweepFrequency;
|
|
31
|
-
memo: string;
|
|
32
|
-
saveStatus: FetchStateAndError;
|
|
33
|
-
nextTransferDate?: ZeniDate;
|
|
34
|
-
primaryFundingAccountId?: ID;
|
|
35
|
-
settingsId?: ID;
|
|
36
|
-
}
|
|
37
|
-
export declare const initialAutoSweepFlowState: AutoSweepFlowState;
|
|
@@ -1,53 +0,0 @@
|
|
|
1
|
-
"use strict";
|
|
2
|
-
Object.defineProperty(exports, "__esModule", { value: true });
|
|
3
|
-
exports.initialAutoSweepFlowState = exports.bufferAmountToRisk = exports.RISK_BUFFER_AMOUNT = exports.toAutoSweepRiskLevel = exports.ALL_AUTO_SWEEP_RISK_LEVELS = exports.toAutoSweepFrequency = exports.ALL_AUTO_SWEEP_FREQUENCIES = void 0;
|
|
4
|
-
const amount_1 = require("../../../../commonStateTypes/amount");
|
|
5
|
-
const stringToUnion_1 = require("../../../../commonStateTypes/stringToUnion");
|
|
6
|
-
/**
|
|
7
|
-
* Cadence at which the auto-sweep transfer fires. Lowercase to match the
|
|
8
|
-
* cash-management settings API contract (and the `SweepFrequency` literal
|
|
9
|
-
* already used by `<AutoSweepSetupPage>` in web-components).
|
|
10
|
-
*/
|
|
11
|
-
exports.ALL_AUTO_SWEEP_FREQUENCIES = [
|
|
12
|
-
'daily',
|
|
13
|
-
'weekly',
|
|
14
|
-
'biweekly',
|
|
15
|
-
'monthly',
|
|
16
|
-
];
|
|
17
|
-
const toAutoSweepFrequency = (v) => (0, stringToUnion_1.stringToUnion)(v ?? '', exports.ALL_AUTO_SWEEP_FREQUENCIES);
|
|
18
|
-
exports.toAutoSweepFrequency = toAutoSweepFrequency;
|
|
19
|
-
/**
|
|
20
|
-
* Risk presets the auto-sweep setup form exposes. Each level maps to a
|
|
21
|
-
* canonical minimum-buffer amount (USD). Selecting a level in the UI is
|
|
22
|
-
* shorthand for choosing that buffer.
|
|
23
|
-
*/
|
|
24
|
-
exports.ALL_AUTO_SWEEP_RISK_LEVELS = ['low', 'moderate', 'high'];
|
|
25
|
-
const toAutoSweepRiskLevel = (v) => (0, stringToUnion_1.stringToUnion)(v ?? '', exports.ALL_AUTO_SWEEP_RISK_LEVELS);
|
|
26
|
-
exports.toAutoSweepRiskLevel = toAutoSweepRiskLevel;
|
|
27
|
-
exports.RISK_BUFFER_AMOUNT = {
|
|
28
|
-
low: 15000,
|
|
29
|
-
moderate: 10000,
|
|
30
|
-
high: 5000,
|
|
31
|
-
};
|
|
32
|
-
/**
|
|
33
|
-
* Maps a buffer amount back onto the closest preset risk level. Falls back
|
|
34
|
-
* to `'moderate'` when the amount doesn't match a known preset (e.g. the
|
|
35
|
-
* server returned a custom value). The dropdown in `<AutoSweepSetupPage>`
|
|
36
|
-
* uses this so it can pre-select the user's existing band on edit.
|
|
37
|
-
*/
|
|
38
|
-
const bufferAmountToRisk = (amount) => {
|
|
39
|
-
const match = Object.entries(exports.RISK_BUFFER_AMOUNT).find(([, presetAmount]) => presetAmount === amount);
|
|
40
|
-
return match != null ? match[0] : 'moderate';
|
|
41
|
-
};
|
|
42
|
-
exports.bufferAmountToRisk = bufferAmountToRisk;
|
|
43
|
-
exports.initialAutoSweepFlowState = {
|
|
44
|
-
bufferAmount: (0, amount_1.toAmount)(10000, 'USD', '$'),
|
|
45
|
-
frequency: 'weekly',
|
|
46
|
-
memo: '',
|
|
47
|
-
saveStatus: { fetchState: 'Not-Started', error: undefined },
|
|
48
|
-
nextTransferDate: undefined,
|
|
49
|
-
primaryFundingAccountId: undefined,
|
|
50
|
-
settingsId: undefined,
|
|
51
|
-
fetchState: 'Not-Started',
|
|
52
|
-
error: undefined,
|
|
53
|
-
};
|
|
@@ -1,14 +0,0 @@
|
|
|
1
|
-
import { ActionsObservable, StateObservable } from 'redux-observable';
|
|
2
|
-
import { Observable } from 'rxjs';
|
|
3
|
-
import { updateDepositAccounts } from '../../../../../entity/depositAccount/depositAccountReducer';
|
|
4
|
-
import { RootState } from '../../../../../reducer';
|
|
5
|
-
import { ZeniAPI } from '../../../../../zeniAPI';
|
|
6
|
-
import { fetchCashManagementSettings, updateCashManagementSettings, updateCashManagementSettingsFetchStatus } from '../autoSweepFlowReducer';
|
|
7
|
-
export type ActionType = ReturnType<typeof fetchCashManagementSettings> | ReturnType<typeof updateCashManagementSettings> | ReturnType<typeof updateCashManagementSettingsFetchStatus> | ReturnType<typeof updateDepositAccounts>;
|
|
8
|
-
/**
|
|
9
|
-
* Hits `GET /cash-management/settings` and hydrates the auto-sweep slice
|
|
10
|
-
* with the server's existing settings (frequency, minimum buffer, settings
|
|
11
|
-
* id). Called from the cash management overview page-fetch epic alongside
|
|
12
|
-
* the other top-level fetches.
|
|
13
|
-
*/
|
|
14
|
-
export declare const fetchCashManagementSettingsEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;
|