@zeniai/client-epic-state 5.0.93-betaAK1 → 5.0.93

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.
Files changed (244) hide show
  1. package/lib/common/aiCfo/aiCfoSuggestedQuestionsPageContext.d.ts +1 -1
  2. package/lib/commonStateTypes/amount.d.ts +0 -1
  3. package/lib/commonStateTypes/amount.js +1 -3
  4. package/lib/commonStateTypes/workingDayHelper.d.ts +0 -9
  5. package/lib/commonStateTypes/workingDayHelper.js +1 -28
  6. package/lib/entity/aiCfo/aiCfoPayload.d.ts +63 -5
  7. package/lib/entity/aiCfo/aiCfoReducer.d.ts +23 -2
  8. package/lib/entity/aiCfo/aiCfoReducer.js +249 -9
  9. package/lib/entity/aiCfo/aiCfoSelector.d.ts +4 -1
  10. package/lib/entity/aiCfo/aiCfoSelector.js +19 -1
  11. package/lib/entity/aiCfo/aiCfoState.d.ts +97 -4
  12. package/lib/entity/aiCfo/aiCfoState.js +18 -1
  13. package/lib/entity/cardPolicy/cardPolicyPayload.d.ts +277 -0
  14. package/lib/entity/cardPolicy/cardPolicyPayload.js +143 -0
  15. package/lib/entity/cardPolicy/cardPolicyReducer.d.ts +19 -0
  16. package/lib/entity/cardPolicy/cardPolicyReducer.js +175 -0
  17. package/lib/entity/cardPolicy/cardPolicySelector.d.ts +32 -0
  18. package/lib/entity/cardPolicy/cardPolicySelector.js +99 -0
  19. package/lib/entity/cardPolicy/cardPolicyState.d.ts +205 -0
  20. package/lib/entity/cardPolicy/cardPolicyState.js +14 -0
  21. package/lib/entity/cardPolicy/extractPolicyDocumentEpic.d.ts +18 -0
  22. package/lib/entity/cardPolicy/extractPolicyDocumentEpic.js +68 -0
  23. package/lib/entity/cardPolicy/fetchCardPolicyVendorOptionsEpic.d.ts +26 -0
  24. package/lib/entity/cardPolicy/fetchCardPolicyVendorOptionsEpic.js +47 -0
  25. package/lib/entity/cardPolicy/policyDocumentExtractionToRecommendationBridgeEpic.d.ts +25 -0
  26. package/lib/entity/cardPolicy/policyDocumentExtractionToRecommendationBridgeEpic.js +39 -0
  27. package/lib/entity/cardPolicy/policyRecommendationFromUploadEpic.d.ts +24 -0
  28. package/lib/entity/cardPolicy/policyRecommendationFromUploadEpic.js +105 -0
  29. package/lib/entity/jeSchedules/jeSchedulesTypes.d.ts +1 -1
  30. package/lib/entity/monthEndCloseChecks/monthEndCloseChecksState.d.ts +1 -1
  31. package/lib/entity/snackbar/snackbarTypes.d.ts +1 -1
  32. package/lib/entity/snackbar/snackbarTypes.js +3 -0
  33. package/lib/entity/tenant/clearAllEpic.d.ts +6 -4
  34. package/lib/entity/tenant/clearAllEpic.js +8 -4
  35. package/lib/epic.d.ts +14 -7
  36. package/lib/epic.js +14 -7
  37. package/lib/esm/commonStateTypes/amount.js +0 -1
  38. package/lib/esm/commonStateTypes/workingDayHelper.js +0 -26
  39. package/lib/esm/entity/aiCfo/aiCfoReducer.js +249 -9
  40. package/lib/esm/entity/aiCfo/aiCfoSelector.js +17 -1
  41. package/lib/esm/entity/aiCfo/aiCfoState.js +15 -0
  42. package/lib/esm/entity/cardPolicy/cardPolicyPayload.js +130 -0
  43. package/lib/esm/entity/cardPolicy/cardPolicyReducer.js +171 -0
  44. package/lib/esm/entity/cardPolicy/cardPolicySelector.js +75 -0
  45. package/lib/esm/entity/cardPolicy/cardPolicyState.js +9 -0
  46. package/lib/esm/entity/cardPolicy/extractPolicyDocumentEpic.js +64 -0
  47. package/lib/esm/entity/cardPolicy/fetchCardPolicyVendorOptionsEpic.js +43 -0
  48. package/lib/esm/entity/cardPolicy/policyDocumentExtractionToRecommendationBridgeEpic.js +35 -0
  49. package/lib/esm/entity/cardPolicy/policyRecommendationFromUploadEpic.js +101 -0
  50. package/lib/esm/entity/snackbar/snackbarTypes.js +3 -0
  51. package/lib/esm/entity/tenant/clearAllEpic.js +8 -4
  52. package/lib/esm/epic.js +14 -7
  53. package/lib/esm/index.js +39 -14
  54. package/lib/esm/reducer.js +12 -6
  55. package/lib/esm/view/aiCfoView/aiCfoViewReducer.js +6 -3
  56. package/lib/esm/view/aiCfoView/epics/createSessionAndSubmitEpic.js +5 -2
  57. package/lib/esm/view/aiCfoView/epics/createSessionEpic.js +2 -1
  58. package/lib/esm/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.js +12 -2
  59. package/lib/esm/view/spendManagement/autotransferRules/autoTransferRulesSelector.js +2 -22
  60. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer.js +52 -0
  61. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailSelector.js +22 -0
  62. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailState.js +1 -0
  63. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/fetchCardPolicyDetailEpic.js +36 -0
  64. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/updateCardPolicyEpic.js +39 -0
  65. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/archiveCardPolicyEpic.js +34 -0
  66. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer.js +58 -0
  67. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListSelector.js +21 -0
  68. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListState.js +1 -0
  69. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/fetchCardPolicyListEpic.js +38 -0
  70. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/applyAiCardPolicyFormDraftUpdate.js +289 -0
  71. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/applyExtractedPolicyToAiCardPolicyDraft.js +109 -0
  72. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/applyExtractedPolicyToDraftEpic.js +44 -0
  73. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/applyExtractedPolicyToManualCardPolicyDraft.js +111 -0
  74. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/applyUploadPlanToAiCardPolicyDraft.js +25 -0
  75. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/buildAiCardPolicyFormDraftSeed.js +363 -0
  76. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/buildManualCardPolicyFormDraftSeed.js +36 -0
  77. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/cardPolicyChipIds.js +19 -0
  78. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/cardPolicyFormDraftTypes.js +6 -0
  79. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/cardPolicyRequestParts.js +119 -0
  80. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer.js +154 -0
  81. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicySelector.js +22 -0
  82. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyState.js +1 -0
  83. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyTemplateEpic.js +39 -0
  84. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/deriveAiPolicyReviewRowsFromInputs.js +140 -0
  85. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/fetchCardPolicyMccCategoriesEpic.js +20 -0
  86. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/seedAiCardPolicyFormDraftEpic.js +100 -0
  87. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/toBulkCardPolicyTemplateRequestsFromDraft.js +96 -0
  88. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/toCardPolicyTemplateRequestFromDraft.js +59 -0
  89. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/toManualCardPolicyTemplateRequestFromDraft.js +24 -0
  90. package/lib/esm/view/spendManagement/chargeCards/chargeCardList/chargeCardListSelector.js +25 -0
  91. package/lib/esm/view/spendManagement/chargeCards/issueChargeCard/aiCardCreationFormDraftTypes.js +1 -0
  92. package/lib/esm/view/spendManagement/chargeCards/issueChargeCard/applyAiCardCreationFormDraftUpdate.js +34 -0
  93. package/lib/esm/view/spendManagement/chargeCards/issueChargeCard/buildAiCardCreationFormDraftSeed.js +57 -0
  94. package/lib/esm/view/spendManagement/chargeCards/issueChargeCard/deriveAiCardRowsFromTeams.js +35 -0
  95. package/lib/esm/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardEpic.js +2 -2
  96. package/lib/esm/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardReducer.js +42 -4
  97. package/lib/esm/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardSelector.js +35 -0
  98. package/lib/esm/view/spendManagement/chargeCards/issueChargeCard/seedAiCardCreationFormDraftEpic.js +62 -0
  99. package/lib/esm/view/spendManagement/chargeCards/issueChargeCard/toIssueChargeCardLocalDataFromDraft.js +44 -0
  100. package/lib/index.d.ts +44 -19
  101. package/lib/index.js +183 -34
  102. package/lib/reducer.d.ts +12 -6
  103. package/lib/reducer.js +12 -6
  104. package/lib/view/aiCfoView/aiCfoViewReducer.d.ts +11 -2
  105. package/lib/view/aiCfoView/aiCfoViewReducer.js +6 -3
  106. package/lib/view/aiCfoView/epics/createSessionAndSubmitEpic.js +5 -2
  107. package/lib/view/aiCfoView/epics/createSessionEpic.js +2 -1
  108. package/lib/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.d.ts +8 -1
  109. package/lib/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.js +12 -2
  110. package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +1 -1
  111. package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts +1 -1
  112. package/lib/view/people/peopleTypes.d.ts +1 -1
  113. package/lib/view/scheduleView/scheduleListView/scheduleListTypes.d.ts +1 -1
  114. package/lib/view/spendManagement/autotransferRules/autoTransferRulesSelector.d.ts +1 -8
  115. package/lib/view/spendManagement/autotransferRules/autoTransferRulesSelector.js +1 -21
  116. package/lib/view/spendManagement/autotransferRules/autoTransferRulesState.d.ts +0 -22
  117. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer.d.ts +14 -0
  118. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer.js +56 -0
  119. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailSelector.d.ts +15 -0
  120. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailSelector.js +28 -0
  121. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailState.d.ts +8 -0
  122. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailState.js +2 -0
  123. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/fetchCardPolicyDetailEpic.d.ts +8 -0
  124. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/fetchCardPolicyDetailEpic.js +40 -0
  125. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/updateCardPolicyEpic.d.ts +8 -0
  126. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/updateCardPolicyEpic.js +43 -0
  127. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/archiveCardPolicyEpic.d.ts +8 -0
  128. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/archiveCardPolicyEpic.js +38 -0
  129. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer.d.ts +15 -0
  130. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer.js +62 -0
  131. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListSelector.d.ts +15 -0
  132. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListSelector.js +27 -0
  133. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListState.d.ts +7 -0
  134. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListState.js +2 -0
  135. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/fetchCardPolicyListEpic.d.ts +8 -0
  136. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/fetchCardPolicyListEpic.js +42 -0
  137. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/applyAiCardPolicyFormDraftUpdate.d.ts +8 -0
  138. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/applyAiCardPolicyFormDraftUpdate.js +294 -0
  139. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/applyExtractedPolicyToAiCardPolicyDraft.d.ts +8 -0
  140. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/applyExtractedPolicyToAiCardPolicyDraft.js +113 -0
  141. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/applyExtractedPolicyToDraftEpic.d.ts +9 -0
  142. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/applyExtractedPolicyToDraftEpic.js +48 -0
  143. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/applyExtractedPolicyToManualCardPolicyDraft.d.ts +8 -0
  144. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/applyExtractedPolicyToManualCardPolicyDraft.js +115 -0
  145. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/applyUploadPlanToAiCardPolicyDraft.d.ts +13 -0
  146. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/applyUploadPlanToAiCardPolicyDraft.js +29 -0
  147. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/buildAiCardPolicyFormDraftSeed.d.ts +14 -0
  148. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/buildAiCardPolicyFormDraftSeed.js +369 -0
  149. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/buildManualCardPolicyFormDraftSeed.d.ts +6 -0
  150. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/buildManualCardPolicyFormDraftSeed.js +40 -0
  151. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/cardPolicyChipIds.d.ts +7 -0
  152. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/cardPolicyChipIds.js +26 -0
  153. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/cardPolicyFormDraftTypes.d.ts +116 -0
  154. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/cardPolicyFormDraftTypes.js +10 -0
  155. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/cardPolicyRequestParts.d.ts +33 -0
  156. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/cardPolicyRequestParts.js +126 -0
  157. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer.d.ts +52 -0
  158. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer.js +158 -0
  159. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicySelector.d.ts +11 -0
  160. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicySelector.js +31 -0
  161. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyState.d.ts +12 -0
  162. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyState.js +2 -0
  163. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyTemplateEpic.d.ts +8 -0
  164. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyTemplateEpic.js +43 -0
  165. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/deriveAiPolicyReviewRowsFromInputs.d.ts +10 -0
  166. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/deriveAiPolicyReviewRowsFromInputs.js +144 -0
  167. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/fetchCardPolicyMccCategoriesEpic.d.ts +7 -0
  168. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/fetchCardPolicyMccCategoriesEpic.js +24 -0
  169. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/seedAiCardPolicyFormDraftEpic.d.ts +11 -0
  170. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/seedAiCardPolicyFormDraftEpic.js +104 -0
  171. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/toBulkCardPolicyTemplateRequestsFromDraft.d.ts +22 -0
  172. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/toBulkCardPolicyTemplateRequestsFromDraft.js +100 -0
  173. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/toCardPolicyTemplateRequestFromDraft.d.ts +8 -0
  174. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/toCardPolicyTemplateRequestFromDraft.js +63 -0
  175. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/toManualCardPolicyTemplateRequestFromDraft.d.ts +3 -0
  176. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/toManualCardPolicyTemplateRequestFromDraft.js +28 -0
  177. package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardList.d.ts +1 -1
  178. package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardListSelector.d.ts +14 -0
  179. package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardListSelector.js +27 -1
  180. package/lib/view/spendManagement/chargeCards/issueChargeCard/aiCardCreationFormDraftTypes.d.ts +34 -0
  181. package/lib/view/spendManagement/chargeCards/issueChargeCard/aiCardCreationFormDraftTypes.js +2 -0
  182. package/lib/view/spendManagement/chargeCards/issueChargeCard/applyAiCardCreationFormDraftUpdate.d.ts +7 -0
  183. package/lib/view/spendManagement/chargeCards/issueChargeCard/applyAiCardCreationFormDraftUpdate.js +38 -0
  184. package/lib/view/spendManagement/chargeCards/issueChargeCard/buildAiCardCreationFormDraftSeed.d.ts +12 -0
  185. package/lib/view/spendManagement/chargeCards/issueChargeCard/buildAiCardCreationFormDraftSeed.js +61 -0
  186. package/lib/view/spendManagement/chargeCards/issueChargeCard/deriveAiCardRowsFromTeams.d.ts +9 -0
  187. package/lib/view/spendManagement/chargeCards/issueChargeCard/deriveAiCardRowsFromTeams.js +39 -0
  188. package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardEpic.d.ts +2 -2
  189. package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardEpic.js +1 -1
  190. package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardReducer.d.ts +12 -2
  191. package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardReducer.js +43 -5
  192. package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardSelector.d.ts +7 -0
  193. package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardSelector.js +42 -1
  194. package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardState.d.ts +5 -0
  195. package/lib/view/spendManagement/chargeCards/issueChargeCard/seedAiCardCreationFormDraftEpic.d.ts +11 -0
  196. package/lib/view/spendManagement/chargeCards/issueChargeCard/seedAiCardCreationFormDraftEpic.js +66 -0
  197. package/lib/view/spendManagement/chargeCards/issueChargeCard/toIssueChargeCardLocalDataFromDraft.d.ts +3 -0
  198. package/lib/view/spendManagement/chargeCards/issueChargeCard/toIssueChargeCardLocalDataFromDraft.js +48 -0
  199. package/lib/view/taskManager/taskListView/taskListReducer.d.ts +1 -1
  200. package/lib/view/transactionDetail/journalEntryLinesViewModel.d.ts +1 -1
  201. package/lib/zeniAPI.d.ts +0 -1
  202. package/package.json +1 -1
  203. package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowPayload.js +0 -31
  204. package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer.js +0 -69
  205. package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowSelector.js +0 -29
  206. package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowState.js +0 -47
  207. package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/epics/fetchCashManagementSettingsEpic.js +0 -34
  208. package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/epics/saveAutoSweepSettingsEpic.js +0 -32
  209. package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewPayload.js +0 -54
  210. package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer.js +0 -92
  211. package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewSelector.js +0 -225
  212. package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewState.js +0 -10
  213. package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementBannerEpic.js +0 -39
  214. package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementOverviewPageEpic.js +0 -36
  215. package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementRecommendationEpic.js +0 -27
  216. package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchRecentTransferEpic.js +0 -28
  217. package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowPayload.d.ts +0 -48
  218. package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowPayload.js +0 -36
  219. package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer.d.ts +0 -21
  220. package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer.js +0 -73
  221. package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowSelector.d.ts +0 -40
  222. package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowSelector.js +0 -33
  223. package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowState.d.ts +0 -37
  224. package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowState.js +0 -53
  225. package/lib/view/spendManagement/cashManagement/autoSweepFlow/epics/fetchCashManagementSettingsEpic.d.ts +0 -14
  226. package/lib/view/spendManagement/cashManagement/autoSweepFlow/epics/fetchCashManagementSettingsEpic.js +0 -38
  227. package/lib/view/spendManagement/cashManagement/autoSweepFlow/epics/saveAutoSweepSettingsEpic.d.ts +0 -7
  228. package/lib/view/spendManagement/cashManagement/autoSweepFlow/epics/saveAutoSweepSettingsEpic.js +0 -36
  229. package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewPayload.d.ts +0 -56
  230. package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewPayload.js +0 -60
  231. package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer.d.ts +0 -22
  232. package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer.js +0 -96
  233. package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewSelector.d.ts +0 -59
  234. package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewSelector.js +0 -230
  235. package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewState.d.ts +0 -122
  236. package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewState.js +0 -13
  237. package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementBannerEpic.d.ts +0 -23
  238. package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementBannerEpic.js +0 -43
  239. package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementOverviewPageEpic.d.ts +0 -9
  240. package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementOverviewPageEpic.js +0 -40
  241. package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementRecommendationEpic.d.ts +0 -7
  242. package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementRecommendationEpic.js +0 -31
  243. package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchRecentTransferEpic.d.ts +0 -15
  244. package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchRecentTransferEpic.js +0 -32
@@ -1,34 +0,0 @@
1
- import { of } from 'rxjs';
2
- import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
3
- import { updateDepositAccounts } from '../../../../../entity/depositAccount/depositAccountReducer';
4
- import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
5
- import { fetchCashManagementSettings, updateCashManagementSettings, updateCashManagementSettingsFetchStatus, } from '../autoSweepFlowReducer';
6
- /**
7
- * Hits `GET /cash-management/settings` and hydrates the auto-sweep slice
8
- * with the server's existing settings (frequency, minimum buffer, settings
9
- * id). Called from the cash management overview page-fetch epic alongside
10
- * the other top-level fetches.
11
- */
12
- export const fetchCashManagementSettingsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchCashManagementSettings.match), switchMap(() => {
13
- const endpoint = `${zeniAPI.apiEndPoints.cashManagementAgentBaseUrl}/1.0/cash-management/settings`;
14
- return zeniAPI
15
- .getJSON(endpoint)
16
- .pipe(mergeMap((response) => {
17
- if (isSuccessResponse(response) && response.data != null) {
18
- return of(
19
- // Publish the source deposit account into the shared entity
20
- // bucket so the selector can hydrate the full `FundingAccount`
21
- // from `getDepositAccountByDepositAccountId` rather than the
22
- // auto-sweep slice holding a duplicate copy.
23
- updateDepositAccounts([response.data.source_bank_account]), updateCashManagementSettings({ data: response.data }));
24
- }
25
- return of(updateCashManagementSettingsFetchStatus({
26
- fetchState: 'Error',
27
- error: response.status,
28
- }));
29
- }), catchError((error) => of(updateCashManagementSettingsFetchStatus({
30
- fetchState: 'Error',
31
- error: createZeniAPIStatus('Unexpected Error', 'Fetch cash management settings REST API call errored out: ' +
32
- (error?.message ?? String(error))),
33
- }))));
34
- }));
@@ -1,32 +0,0 @@
1
- import { of } from 'rxjs';
2
- import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
3
- import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
4
- import { toSaveAutoSweepSettingsBody, } from '../autoSweepFlowPayload';
5
- import { saveAutoSweepSettings, updateAutoSweepSettingsFetchStatus, } from '../autoSweepFlowReducer';
6
- export const saveAutoSweepSettingsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(saveAutoSweepSettings.match), switchMap(() => {
7
- const endpoint = `${zeniAPI.apiEndPoints.cashManagementAgentBaseUrl}/1.0/cash-management/settings`;
8
- const { bufferAmount, frequency, memo, settingsId } = state$.value.autoSweepFlowState;
9
- const payload = toSaveAutoSweepSettingsBody({
10
- bufferAmount,
11
- frequency,
12
- memo,
13
- });
14
- // First-time setup (no settings id from the GET yet) → POST a new
15
- // record. Subsequent edits update the existing one via PUT.
16
- const request$ = settingsId == null
17
- ? zeniAPI.postAndGetJSON(endpoint, payload)
18
- : zeniAPI.putAndGetJSON(endpoint, payload);
19
- return request$.pipe(mergeMap((response) => {
20
- if (isSuccessResponse(response) && response.data != null) {
21
- return of(updateAutoSweepSettingsFetchStatus({ fetchState: 'Completed' }));
22
- }
23
- return of(updateAutoSweepSettingsFetchStatus({
24
- fetchState: 'Error',
25
- error: response?.status,
26
- }));
27
- }), catchError((error) => of(updateAutoSweepSettingsFetchStatus({
28
- fetchState: 'Error',
29
- error: createZeniAPIStatus('Unexpected Error', 'Save auto-sweep settings REST API call errored out: ' +
30
- (error?.message ?? String(error))),
31
- }))));
32
- }));
@@ -1,54 +0,0 @@
1
- import { toAmount } from '../../../../commonStateTypes/amount';
2
- import { date as zeniDate } from '../../../../zeniDayJS';
3
- // ---------------------------------------------------------------------------
4
- // Converters
5
- // ---------------------------------------------------------------------------
6
- // The cash agent payload reports `currency_code` only; the v1 surface is
7
- // USD-only, so we pair it with the canonical `$` symbol here. If the agent
8
- // grows multi-currency support, this is the single place to widen.
9
- const CASH_AGENT_CURRENCY_SYMBOL = '$';
10
- export const toUpcomingPaymentEvent = (event) => ({
11
- accountId: event.account_id,
12
- accountType: event.account_type,
13
- amount: toAmount(event.amount_usd, event.currency_code, CASH_AGENT_CURRENCY_SYMBOL),
14
- label: event.label,
15
- paymentDate: zeniDate(event.payment_date),
16
- });
17
- /**
18
- * The agent reports a `null` account id whenever the "account" in question is
19
- * a singleton inferred from the account type (today: the treasury account —
20
- * there's only one per company, so the type alone identifies it). Callers
21
- * already branch on `*BankAccountType`, so collapsing the id to `""` keeps the
22
- * state type a plain `ID` (string) without losing information.
23
- */
24
- const toCashManagementMovement = (payload) => ({
25
- amount: toAmount(payload.amount, payload.currency_code, CASH_AGENT_CURRENCY_SYMBOL),
26
- destinationBankAccountId: payload.destination_bank_account_id ?? '',
27
- destinationBankAccountType: payload.destination_bank_account_type,
28
- reasoning: payload.reasoning,
29
- sourceBankAccountId: payload.source_bank_account_id ?? '',
30
- sourceBankAccountType: payload.source_bank_account_type,
31
- subMovementType: payload.sub_movement_type,
32
- });
33
- const toCashManagementMoneyMovementGroup = (payload) => ({
34
- movements: payload.movements.map(toCashManagementMovement),
35
- movementType: payload.movement_type,
36
- });
37
- export const toCashManagementBannerData = (payload) => ({
38
- inflows: payload.inflows.map(toUpcomingPaymentEvent),
39
- moneyMovements: payload.money_movements.map(toCashManagementMoneyMovementGroup),
40
- outflows: payload.outflows.map(toUpcomingPaymentEvent),
41
- });
42
- export const toCashManagementTransfer = (payload) => ({
43
- amount: toAmount(payload.amount, payload.currency_code, CASH_AGENT_CURRENCY_SYMBOL),
44
- atomicTransactionId: payload.atomic_transaction_id,
45
- cashManagementTransferId: payload.cash_management_transfer_id,
46
- createTime: zeniDate(payload.create_time),
47
- date: zeniDate(payload.date),
48
- depositAccountId: payload.deposit_account_id,
49
- reasoning: payload.reasoning,
50
- scenario: payload.scenario,
51
- status: payload.status,
52
- transactionType: payload.transaction_type,
53
- updateTime: zeniDate(payload.update_time),
54
- });
@@ -1,92 +0,0 @@
1
- import { createSlice } from '@reduxjs/toolkit';
2
- import { toCashManagementBannerData, toCashManagementTransfer, } from './cashManagementOverviewPayload';
3
- import { initialCashManagementBannerState, initialCashManagementRecentTransferState, } from './cashManagementOverviewState';
4
- export const initialState = {
5
- banner: initialCashManagementBannerState,
6
- recentTransfer: initialCashManagementRecentTransferState,
7
- };
8
- const cashManagementOverview = createSlice({
9
- name: 'cashManagementOverview',
10
- initialState,
11
- reducers: {
12
- fetchCashManagementOverviewPage: {
13
- reducer() { },
14
- prepare(cacheOverride) {
15
- return { payload: { cacheOverride } };
16
- },
17
- },
18
- /**
19
- * Public banner-fetch entry point. Triggers an orchestrator epic that
20
- * fans out to the recommend, settings, and recent-transfer API calls
21
- * in parallel. No reducer-side state change — each inner action drives
22
- * its own sub-state.
23
- *
24
- * `cacheOverride === true` forces all three inner fetches regardless
25
- * of current slice state; `false` keeps the per-slice dedup so repeat
26
- * dispatches are no-ops once a slice is loaded or in-flight.
27
- */
28
- fetchCashManagementBanner: {
29
- reducer() { },
30
- prepare(cacheOverride) {
31
- return { payload: { cacheOverride } };
32
- },
33
- },
34
- /**
35
- * Internal trigger for the recommend API (`/cash-agent/recommend`).
36
- * Dispatched by the orchestrator; not exported.
37
- */
38
- fetchCashManagementRecommendation(draft) {
39
- // Keep `draft.banner.data` so the projection chart renders the last
40
- // good payload while the refetch is in flight, instead of flickering
41
- // to the empty/skeleton state on every page revisit.
42
- draft.banner.fetchState = 'In-Progress';
43
- draft.banner.error = undefined;
44
- },
45
- updateCashManagementRecommendation(draft, action) {
46
- draft.banner = {
47
- fetchState: 'Completed',
48
- error: undefined,
49
- data: toCashManagementBannerData(action.payload.data),
50
- };
51
- },
52
- updateCashManagementRecommendationFetchStatus(draft, action) {
53
- draft.banner = {
54
- ...draft.banner,
55
- fetchState: action.payload.fetchState,
56
- error: action.payload.error,
57
- };
58
- },
59
- /**
60
- * Internal trigger for the recent-transfer API
61
- * (`/cash-management/transfers`). Dispatched by the orchestrator; not
62
- * exported.
63
- */
64
- fetchRecentTransfer(draft) {
65
- // Same anti-flicker pattern as the recommend fetch: keep prior data
66
- // while the refetch is in flight.
67
- draft.recentTransfer.fetchState = 'In-Progress';
68
- draft.recentTransfer.error = undefined;
69
- },
70
- updateRecentTransfer(draft, action) {
71
- draft.recentTransfer = {
72
- fetchState: 'Completed',
73
- error: undefined,
74
- data: action.payload.data != null
75
- ? toCashManagementTransfer(action.payload.data)
76
- : undefined,
77
- };
78
- },
79
- updateRecentTransferFetchStatus(draft, action) {
80
- draft.recentTransfer = {
81
- ...draft.recentTransfer,
82
- fetchState: action.payload.fetchState,
83
- error: action.payload.error,
84
- };
85
- },
86
- clearCashManagementOverview(draft) {
87
- Object.assign(draft, initialState);
88
- },
89
- },
90
- });
91
- export const { fetchCashManagementOverviewPage, fetchCashManagementBanner, fetchCashManagementRecommendation, updateCashManagementRecommendation, updateCashManagementRecommendationFetchStatus, fetchRecentTransfer, updateRecentTransfer, updateRecentTransferFetchStatus, clearCashManagementOverview, } = cashManagementOverview.actions;
92
- export default cashManagementOverview.reducer;
@@ -1,225 +0,0 @@
1
- import { zeroAmount } from '../../../../commonStateTypes/amount';
2
- import { reduceAllFetchState } from '../../../../commonStateTypes/reduceFetchState';
3
- import { getDepositAccountByDepositAccountId } from '../../../../entity/depositAccount/depositAccountSelector';
4
- import { mapDepositAccToFundingAccount, } from '../../commonSetup/setupViewSelector';
5
- /**
6
- * Default account type used when the recommend payload has no movement to
7
- * expose yet (e.g. before the first fetch resolves). Callers that care about
8
- * the movement should also gate on `fetchState === 'Completed'`.
9
- */
10
- const DEFAULT_BANK_ACCOUNT_TYPE = 'deposit_account';
11
- const DEFAULT_SUB_MOVEMENT_TYPE = 'push';
12
- export const getCashManagementOverviewBanner = (state) => {
13
- const { banner, recentTransfer } = state.cashManagementOverviewState;
14
- const autoSweep = state.autoSweepFlowState;
15
- // The banner today surfaces a single recommended movement (the first one
16
- // returned by the agent). When the agent returns multiple groups/movements
17
- // we'll need to broaden this — for now consumers only render one.
18
- const movement = banner.data?.moneyMovements[0]?.movements[0];
19
- const aggregate = reduceAllFetchState([
20
- { fetchState: banner.fetchState, error: banner.error },
21
- { fetchState: autoSweep.fetchState, error: autoSweep.error },
22
- { fetchState: recentTransfer.fetchState, error: recentTransfer.error },
23
- ]);
24
- const subMovementType = movement?.subMovementType ?? DEFAULT_SUB_MOVEMENT_TYPE;
25
- // The "primary" account is the deposit-account side of the movement —
26
- // source for a push (money leaving primary → treasury) and destination
27
- // for a pull (money returning to primary).
28
- const primaryAccountId = subMovementType === 'pull'
29
- ? movement?.destinationBankAccountId
30
- : movement?.sourceBankAccountId;
31
- const primaryDepositAccount = primaryAccountId != null && primaryAccountId !== ''
32
- ? getDepositAccountByDepositAccountId(state.depositAccountState, primaryAccountId)
33
- : undefined;
34
- const primaryFundingAccount = primaryDepositAccount != null
35
- ? mapDepositAccToFundingAccount(primaryDepositAccount)
36
- : undefined;
37
- // For pull, surface the largest outflow in the horizon as the
38
- // "triggering" event. This is a heuristic — the agent doesn't tag a
39
- // specific outflow today, but the largest one is the most likely cause
40
- // of the buffer breach and matches what the design wants to highlight.
41
- const triggeringOutflow = subMovementType === 'pull'
42
- ? pickLargestOutflow(banner.data?.outflows)
43
- : undefined;
44
- return {
45
- fetchState: aggregate.fetchState,
46
- error: aggregate.error,
47
- amount: movement?.amount ?? zeroAmount(),
48
- cashManagementSettingsId: autoSweep.settingsId,
49
- destinationBankAccountId: movement?.destinationBankAccountId ?? '',
50
- destinationBankAccountType: movement?.destinationBankAccountType ?? DEFAULT_BANK_ACCOUNT_TYPE,
51
- reasoning: movement?.reasoning ?? '',
52
- sourceBankAccountId: movement?.sourceBankAccountId ?? '',
53
- sourceBankAccountType: movement?.sourceBankAccountType ?? DEFAULT_BANK_ACCOUNT_TYPE,
54
- subMovementType,
55
- primaryFundingAccount,
56
- triggeringOutflow,
57
- recentTransfer: recentTransfer.data,
58
- version: 0,
59
- };
60
- };
61
- const pickLargestOutflow = (outflows) => {
62
- if (outflows == null || outflows.length === 0) {
63
- return undefined;
64
- }
65
- return outflows.reduce((largest, event) => event.amount.amount > largest.amount.amount ? event : largest);
66
- };
67
- export const getCashManagementOverview = (state) => {
68
- const { cashManagementOverviewState, depositAccountListState, depositAccountState, paymentAccountListState, paymentAccountState, treasuryDetailState, } = state;
69
- const aggregate = reduceAllFetchState([
70
- {
71
- fetchState: paymentAccountListState.fetchState,
72
- error: paymentAccountListState.error,
73
- },
74
- {
75
- fetchState: depositAccountListState.fetchState,
76
- error: depositAccountListState.error,
77
- },
78
- {
79
- fetchState: treasuryDetailState.fetchState,
80
- error: treasuryDetailState.error,
81
- },
82
- {
83
- fetchState: cashManagementOverviewState.banner.fetchState,
84
- error: cashManagementOverviewState.banner.error,
85
- },
86
- {
87
- fetchState: state.autoSweepFlowState.fetchState,
88
- error: state.autoSweepFlowState.error,
89
- },
90
- ]);
91
- const treasuryBalance = treasuryDetailState.accountSummary?.totalBalance ?? zeroAmount();
92
- const cashBalance = sumCashBalances(paymentAccountListState.paymentAccountIds, paymentAccountState, depositAccountListState.accountIds, depositAccountState);
93
- const totalCash = addAmounts(treasuryBalance, cashBalance);
94
- const bannerData = cashManagementOverviewState.banner.data;
95
- const inflowEvents = bannerData?.inflows ?? [];
96
- const outflowEvents = bannerData?.outflows ?? [];
97
- const totalInFlow = sumEventAmounts(inflowEvents);
98
- const totalOutFlow = sumEventAmounts(outflowEvents);
99
- const cashflow = subtractAmounts(totalInFlow, totalOutFlow);
100
- const projectionData = buildProjectionData(cashBalance, inflowEvents, outflowEvents);
101
- return {
102
- banner: getCashManagementOverviewBanner(state),
103
- cashBalance,
104
- cashflow,
105
- inflowEvents,
106
- outflowEvents,
107
- projectionData,
108
- totalCash,
109
- totalInFlow,
110
- totalOutFlow,
111
- treasuryBalance,
112
- fetchState: aggregate.fetchState,
113
- error: aggregate.error,
114
- version: 0,
115
- };
116
- };
117
- /**
118
- * Walks the inflow / outflow events in chronological order, stepping the
119
- * running balance from today's `cashBalance`. Emits a point per event so the
120
- * chart can render colored markers at each cash event. Events with the same
121
- * payment date are kept as separate steps (preserves the marker count even
122
- * if Recharts overlays them at the same X position).
123
- */
124
- const buildProjectionData = (cashBalance, inflowEvents, outflowEvents) => {
125
- const events = [
126
- ...inflowEvents.map((e) => ({
127
- amount: e.amount,
128
- date: e.paymentDate,
129
- isInflow: true,
130
- })),
131
- ...outflowEvents.map((e) => ({
132
- amount: e.amount,
133
- date: e.paymentDate,
134
- isInflow: false,
135
- })),
136
- ].sort((a, b) => {
137
- const diff = a.date.valueOf() - b.date.valueOf();
138
- if (diff !== 0) {
139
- return diff;
140
- }
141
- // Same-day tie-breaker: apply outflows before inflows so the projection
142
- // shows the worst-case low first, then the recovery — matches the
143
- // "show me the dip" framing on the cash management overview.
144
- if (a.isInflow === b.isInflow) {
145
- return 0;
146
- }
147
- return a.isInflow ? 1 : -1;
148
- });
149
- let balance = cashBalance;
150
- const points = [{ balance, date: 'Today' }];
151
- events.forEach((event) => {
152
- balance = event.isInflow
153
- ? addAmounts(balance, event.amount)
154
- : subtractAmounts(balance, event.amount);
155
- points.push({
156
- balance,
157
- date: event.date.format('MMM D'),
158
- isInflow: event.isInflow ? true : undefined,
159
- isOutflow: event.isInflow ? undefined : true,
160
- });
161
- });
162
- return points;
163
- };
164
- const sumEventAmounts = (events) => events.reduce((acc, event) => addAmounts(acc, event.amount), zeroAmount());
165
- /**
166
- * Subtracts `b` from `a`, sharing the currency-match guard with `addAmounts`.
167
- * Used to compute net cash flow (`inflow - outflow`).
168
- */
169
- const subtractAmounts = (a, b) => {
170
- if (isZeroAmount(b)) {
171
- return { ...a };
172
- }
173
- if (isZeroAmount(a)) {
174
- return { ...b, amount: -b.amount };
175
- }
176
- if (a.currencyCode !== b.currencyCode ||
177
- a.currencySymbol !== b.currencySymbol) {
178
- console.warn(`cashManagementOverview: skipping balance with mismatched currency. Expected ${a.currencyCode} (${a.currencySymbol}), got ${b.currencyCode} (${b.currencySymbol}).`);
179
- return a;
180
- }
181
- return {
182
- amount: a.amount - b.amount,
183
- currencyCode: a.currencyCode,
184
- currencySymbol: a.currencySymbol,
185
- };
186
- };
187
- const isZeroAmount = (a) => a.amount === 0 && a.currencyCode === 'USD' && a.currencySymbol === '$';
188
- /**
189
- * Adds two Amounts. Currencies must match (the seeded zeroAmount() counts as
190
- * "no currency yet" and adopts `b`'s currency). Mismatches return `a`
191
- * unchanged and warn — mixing currencies in a total is a bug, not silent
192
- * conversion.
193
- */
194
- const addAmounts = (a, b) => {
195
- if (isZeroAmount(a)) {
196
- return { ...b };
197
- }
198
- if (a.currencyCode !== b.currencyCode ||
199
- a.currencySymbol !== b.currencySymbol) {
200
- console.warn(`cashManagementOverview: skipping balance with mismatched currency. Expected ${a.currencyCode} (${a.currencySymbol}), got ${b.currencyCode} (${b.currencySymbol}).`);
201
- return a;
202
- }
203
- return {
204
- amount: a.amount + b.amount,
205
- currencyCode: a.currencyCode,
206
- currencySymbol: a.currencySymbol,
207
- };
208
- };
209
- const sumCashBalances = (paymentAccountIds, paymentAccountState, depositAccountIds, depositAccountState) => {
210
- let total = zeroAmount();
211
- paymentAccountIds.forEach((id) => {
212
- const balance = paymentAccountState.paymentAccountByID[id]?.balances
213
- ?.available;
214
- if (balance != null) {
215
- total = addAmounts(total, balance);
216
- }
217
- });
218
- depositAccountIds.forEach((id) => {
219
- const balance = depositAccountState.depositAccountByID[id]?.accountBalance?.available;
220
- if (balance != null) {
221
- total = addAmounts(total, balance);
222
- }
223
- });
224
- return total;
225
- };
@@ -1,10 +0,0 @@
1
- export const initialCashManagementBannerState = {
2
- fetchState: 'Not-Started',
3
- error: undefined,
4
- data: undefined,
5
- };
6
- export const initialCashManagementRecentTransferState = {
7
- fetchState: 'Not-Started',
8
- error: undefined,
9
- data: undefined,
10
- };
@@ -1,39 +0,0 @@
1
- import { from } from 'rxjs';
2
- import { filter, mergeMap } from 'rxjs/operators';
3
- import { fetchCashManagementSettings } from '../../autoSweepFlow/autoSweepFlowReducer';
4
- import { fetchCashManagementBanner, fetchCashManagementRecommendation, fetchRecentTransfer, } from '../cashManagementOverviewReducer';
5
- /**
6
- * Single public entry point for the cash-management banner data. Fans out
7
- * to the three independent API calls that back the banner — recommendation
8
- * (`/cash-agent/recommend`), settings (`/cash-management/settings`), and
9
- * recent transfer (`/cash-management/transfers`) — in parallel. Consumers
10
- * (`<CashManagementBanner>`, the page-fetch epic, the standalone
11
- * `useCashManagementBanner` hook) only dispatch this one action; this epic
12
- * owns the orchestration so the host apps don't have to know which inner
13
- * endpoints exist.
14
- *
15
- * `cacheOverride === true` forces all three inner fetches regardless of
16
- * slice state — the page-fetch epic relies on this to actually refresh
17
- * the banner on a hard reload. `cacheOverride === false` keeps per-slice
18
- * dedup: an inner action is only dispatched when its slice isn't already
19
- * `Completed` or `In-Progress`.
20
- */
21
- export const fetchCashManagementBannerEpic = (actions$, state$) => actions$.pipe(filter(fetchCashManagementBanner.match), mergeMap((action) => {
22
- const { cacheOverride } = action.payload;
23
- const state = state$.value;
24
- const actions = [];
25
- if (cacheOverride === true ||
26
- needsFetch(state.cashManagementOverviewState.banner.fetchState)) {
27
- actions.push(fetchCashManagementRecommendation());
28
- }
29
- if (cacheOverride === true ||
30
- needsFetch(state.autoSweepFlowState.fetchState)) {
31
- actions.push(fetchCashManagementSettings());
32
- }
33
- if (cacheOverride === true ||
34
- needsFetch(state.cashManagementOverviewState.recentTransfer.fetchState)) {
35
- actions.push(fetchRecentTransfer());
36
- }
37
- return from(actions);
38
- }));
39
- const needsFetch = (fetchState) => fetchState !== 'Completed' && fetchState !== 'In-Progress';
@@ -1,36 +0,0 @@
1
- import { concat, from } from 'rxjs';
2
- import { filter, mergeMap } from 'rxjs/operators';
3
- import { fetchAutoTransferRules } from '../../../autotransferRules/autoTransferRulesReducer';
4
- import { fetchTreasuryOverviewDetail } from '../../../treasury/treasuryList/treasuryDetailReducer';
5
- import { fetchZeniAccountList } from '../../../zeniAccounts/zeniAccountList/zeniAccountListReducer';
6
- import { fetchCashManagementBanner, fetchCashManagementOverviewPage, } from '../cashManagementOverviewReducer';
7
- export const fetchCashManagementOverviewPageEpic = (actions$, state$) => actions$.pipe(filter(fetchCashManagementOverviewPage.match), mergeMap((action) => {
8
- const { cacheOverride } = action.payload;
9
- const state = state$.value;
10
- const pageActions = [];
11
- if (cacheOverride === true) {
12
- // Banner orchestrator (fetchCashManagementBannerEpic) fans out to
13
- // recommendation + settings + recent-transfer internally.
14
- pageActions.push(fetchTreasuryOverviewDetail(true), fetchZeniAccountList(true), fetchCashManagementBanner(true), fetchAutoTransferRules(true));
15
- }
16
- else {
17
- const treasuryDetailState = state.treasuryDetailState;
18
- if (treasuryDetailState.hasValidState() === false &&
19
- treasuryDetailState.fetchState !== 'In-Progress') {
20
- pageActions.push(fetchTreasuryOverviewDetail(false));
21
- }
22
- // zeniAccountListState has no top-level fetchState to dedup against
23
- // (only `newCheckingAccount.fetchState`), and the downstream epic is
24
- // cheap. Always re-dispatch so the summary stays fresh on page entry.
25
- pageActions.push(fetchZeniAccountList(false));
26
- // Banner orchestrator handles its own per-slice dedup across
27
- // recommendation, settings, and recent-transfer.
28
- pageActions.push(fetchCashManagementBanner(false));
29
- const autoTransferRules = state.autotransferRulesState;
30
- if (autoTransferRules.fetchState !== 'Completed' &&
31
- autoTransferRules.fetchState !== 'In-Progress') {
32
- pageActions.push(fetchAutoTransferRules(false));
33
- }
34
- }
35
- return concat(from(pageActions));
36
- }));
@@ -1,27 +0,0 @@
1
- import { of } from 'rxjs';
2
- import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
3
- import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
4
- import { fetchCashManagementRecommendation, updateCashManagementRecommendation, updateCashManagementRecommendationFetchStatus, } from '../cashManagementOverviewReducer';
5
- /**
6
- * Hits the cash agent's recommend endpoint and stores the full response on
7
- * the banner state — `inflows[]`, `outflows[]`, and `money_movements[]` all
8
- * live there, so consumers can read them directly without an entity-bucket
9
- * lookup.
10
- */
11
- const DEFAULT_RECOMMEND_HORIZON_DAYS = 30;
12
- export const fetchCashManagementRecommendationEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchCashManagementRecommendation.match), switchMap(() => {
13
- const endpoint = `${zeniAPI.apiEndPoints.cashManagementAgentBaseUrl}/1.0/cash-agent/recommend?horizon_days=${DEFAULT_RECOMMEND_HORIZON_DAYS}`;
14
- return zeniAPI.getJSON(endpoint).pipe(mergeMap((response) => {
15
- if (isSuccessResponse(response) && response.data != null) {
16
- return of(updateCashManagementRecommendation({ data: response.data }));
17
- }
18
- return of(updateCashManagementRecommendationFetchStatus({
19
- fetchState: 'Error',
20
- error: response.status,
21
- }));
22
- }), catchError((error) => of(updateCashManagementRecommendationFetchStatus({
23
- fetchState: 'Error',
24
- error: createZeniAPIStatus('Unexpected Error', 'Fetch cash management recommendation REST API call errored out: ' +
25
- (error?.message ?? String(error))),
26
- }))));
27
- }));
@@ -1,28 +0,0 @@
1
- import { of } from 'rxjs';
2
- import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
3
- import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
4
- import { fetchRecentTransfer, updateRecentTransfer, updateRecentTransferFetchStatus, } from '../cashManagementOverviewReducer';
5
- /**
6
- * Hits `GET /cash-management/transfers` and stores the most recent actual
7
- * cash-management transfer on `recentTransfer.data`. Used by the banner
8
- * surface to render the "transfer scheduled / in-progress / complete"
9
- * variant for existing users who have a settings id. The API returns the
10
- * single most-relevant transfer under `transfer`; that field is optional
11
- * (fresh users with no transfer history get `undefined`).
12
- */
13
- export const fetchRecentTransferEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchRecentTransfer.match), switchMap(() => {
14
- const endpoint = `${zeniAPI.apiEndPoints.cashManagementAgentBaseUrl}/1.0/cash-management/transfers`;
15
- return zeniAPI.getJSON(endpoint).pipe(mergeMap((response) => {
16
- if (isSuccessResponse(response) && response.data != null) {
17
- return of(updateRecentTransfer({ data: response.data.transfer }));
18
- }
19
- return of(updateRecentTransferFetchStatus({
20
- fetchState: 'Error',
21
- error: response.status,
22
- }));
23
- }), catchError((error) => of(updateRecentTransferFetchStatus({
24
- fetchState: 'Error',
25
- error: createZeniAPIStatus('Unexpected Error', 'Fetch recent cash-management transfer REST API call errored out: ' +
26
- (error?.message ?? String(error))),
27
- }))));
28
- }));
@@ -1,48 +0,0 @@
1
- import { Amount } from '../../../../commonStateTypes/amount';
2
- import { ID } from '../../../../commonStateTypes/common';
3
- import { DepositAccountPayload } from '../../../../entity/depositAccount/depositAccountPayload';
4
- import { ZeniAPIResponse } from '../../../../responsePayload';
5
- import { ZeniDate } from '../../../../zeniDayJS';
6
- import { AutoSweepFlowState, AutoSweepFrequency } from './autoSweepFlowState';
7
- /**
8
- * Body sent to `PUT /cash-management/settings`. Field names match the
9
- * cash-management-agent contract; `minimum_buffer_usd` is a plain number
10
- * (the slice tracks the canonical `Amount` value).
11
- */
12
- export type SaveAutoSweepSettingsBody = {
13
- first_run_date: string;
14
- frequency: string;
15
- memo: string;
16
- minimum_buffer_usd: number;
17
- };
18
- export type SaveAutoSweepSettingsResponse = ZeniAPIResponse<unknown>;
19
- export declare const toSaveAutoSweepSettingsBody: (state: Pick<AutoSweepFlowState, "bufferAmount" | "frequency" | "memo">) => SaveAutoSweepSettingsBody;
20
- /**
21
- * `source_bank_account` on the cash-management settings response matches the
22
- * shared `DepositAccountPayload` shape, so the fetch epic dispatches it into
23
- * the deposit-account entity bucket and the auto-sweep slice only keeps the
24
- * id. The selector hydrates the full `FundingAccount` on read.
25
- */
26
- export interface CashManagementSettingsPayload {
27
- cash_management_settings_id: string | null;
28
- frequency: string;
29
- minimum_buffer_usd: number;
30
- next_transfer_date: string;
31
- source_bank_account: DepositAccountPayload;
32
- }
33
- export type CashManagementSettingsResponse = ZeniAPIResponse<CashManagementSettingsPayload>;
34
- /**
35
- * Map a `GET /cash-management/settings` payload into the slice's writable
36
- * fields. Defensive on the frequency (string-from-the-wire → union via
37
- * `toAutoSweepFrequency`, falling back to `'weekly'` if the server returns
38
- * something we don't model yet). Only the source account *id* is stored
39
- * here — the full deposit-account payload is published to the entity bucket
40
- * by the fetch epic.
41
- */
42
- export declare const toAutoSweepFlowStatePatch: (payload: CashManagementSettingsPayload) => {
43
- bufferAmount: Amount;
44
- frequency: AutoSweepFrequency;
45
- nextTransferDate?: ZeniDate;
46
- primaryFundingAccountId?: ID;
47
- settingsId?: ID;
48
- };