@zeniai/client-epic-state 5.0.95-betaAK1 → 5.0.95-betaML1

package/lib/view/spendManagement/autotransferRules/autoTransferRulesState.d.ts

@@ -1,10 +1,6 @@
-import { Amount } from '../../../commonStateTypes/amount';
 import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
 import { ZeniDate } from '../../../zeniDayJS';
-import { AutoSweepFrequency } from '../cashManagement/autoSweepFlow/autoSweepFlowState';
-import { FundingAccount } from '../commonSetup/setupViewSelector';
 import { CommonHistoryView } from '../commonHistoryView/commonHistory';
-import { TreasurySummaryWithBalance } from '../treasury/treasuryList/treasuryDetailState';
 import { ReviewTransferDetail } from '../zeniAccounts/transferDetail/transferDetailState';
 import { AutoTransferRuleFrequency, AutoTransferRuleLocalData, AutoTransferRuleType } from './autoTransferRulesPayload';
 export interface AutoTransferRule {
@@ -31,24 +27,6 @@ export interface DestinationBankAccountMetadata {
     accountType: string;
     percentage: number;
 }
-/**
- * Render-ready view of the user's auto-sweep cash-management config,
- * surfaced alongside `AutoTransferRule[]` in `AutoTransferRulesSelectorView`.
- * Kept as a distinct shape (not folded into `AutoTransferRule`) so the rules
- * list can special-case its rendering without polluting the rule type union.
- *
- * Present only when `autoSweepFlowState.settingsId` is set — i.e. the user
- * has saved their auto-sweep settings at least once.
- */
-export interface CashManagementRule {
-    bufferAmount: Amount;
-    frequency: AutoSweepFrequency;
-    memo: string;
-    settingsId: ID;
-    nextTransferDate?: ZeniDate;
-    primaryFundingAccount?: FundingAccount;
-    treasurySummary?: TreasurySummaryWithBalance;
-}
 export interface AutoTransferRulesState extends FetchedState {
     autoTransferReviewDetail: ReviewTransferDetail;
     createRuleFetchState: FetchStateAndError;

package/lib/view/transactionDetail/epics/initializeTransactionDetailLocalDataEpic.d.ts

@@ -1,5 +1,6 @@
 import { ActionsObservable, StateObservable } from 'redux-observable';
 import { RootState } from '../../../reducer';
+import { cancelEntityRecommendationsForLineUpdate } from '../../recommendation/recommendationReducer';
 import { clearTransactionDetailLocalData, initializeTransactionDetailLocalData, saveTransactionDetailLocalData } from '../transactionDetailReducer';
-export type ActionType = ReturnType<typeof initializeTransactionDetailLocalData> | ReturnType<typeof saveTransactionDetailLocalData> | ReturnType<typeof clearTransactionDetailLocalData>;
+export type ActionType = ReturnType<typeof initializeTransactionDetailLocalData> | ReturnType<typeof saveTransactionDetailLocalData> | ReturnType<typeof clearTransactionDetailLocalData> | ReturnType<typeof cancelEntityRecommendationsForLineUpdate>;
 export declare const initializeTransactionDetailLocalDataEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => import("rxjs").Observable<ActionType>;

package/lib/view/transactionDetail/epics/initializeTransactionDetailLocalDataEpic.js

@@ -5,6 +5,7 @@ const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const transactionSelector_1 = require("../../../entity/transaction/transactionSelector");
 const accountListSelector_1 = require("../../accountList/accountListSelector");
+const recommendationReducer_1 = require("../../recommendation/recommendationReducer");
 const transactionDetailLocalDataHelper_1 = require("../transactionDetailLocalDataHelper");
 const transactionDetailReducer_1 = require("../transactionDetailReducer");
 const transactionDetailState_1 = require("../transactionDetailState");
@@ -17,6 +18,12 @@ const initializeTransactionDetailLocalDataEpic = (actions$, state$) => actions$.
     if (detail != null) {
         const uncategorizedIncomeExpense = (0, accountListSelector_1.getUncategorizedAccounts)(state$.value.accountState, state$.value.accountListState, 'accountList');
         const localData = (0, transactionDetailLocalDataHelper_1.toTransactionDetailLocalData)(detail, vendorId, uncategorizedIncomeExpense);
+        // Cancel any in-flight line-update recommendations fetch for
+        // this transaction BEFORE the clear+restore writes land. The
+        // shared epic's takeUntil observes this action and unsubscribes
+        // the HTTP stream, preventing a stale response from being
+        // applied to the freshly-restored local data.
+        fetchActions.push((0, recommendationReducer_1.cancelEntityRecommendationsForLineUpdate)(transactionId));
         fetchActions.push((0, transactionDetailReducer_1.clearTransactionDetailLocalData)({ transactionId }));
         fetchActions.push((0, transactionDetailReducer_1.saveTransactionDetailLocalData)({
             transactionId,

package/lib/view/transactionDetail/transactionDetailReducer.js

@@ -8,6 +8,9 @@ exports.setIsVendorUpdateAllChecked = exports.updateVendorBulkRecommendationsFet
 const toolkit_1 = require("@reduxjs/toolkit");
 const get_1 = __importDefault(require("lodash/get"));
 const entity_1 = require("../../entity/genericEntity/entity");
+const customerTransaction_1 = require("../../entity/transaction/stateTypes/customerTransaction");
+const vendorTransaction_1 = require("../../entity/transaction/stateTypes/vendorTransaction");
+const recommendationStaleResponseHelper_1 = require("../recommendation/recommendationStaleResponseHelper");
 const transactionDetailLocalDataHelper_1 = require("./transactionDetailLocalDataHelper");
 const transactionDetailState_1 = require("./transactionDetailState");
 exports.initialState = {
@@ -258,6 +261,17 @@ const transactionDetail = (0, toolkit_1.createSlice)({
             // captures the snapshot before the epic's start arm runs and would
             // otherwise clobber In-Progress back to undefined). Treat the field as
             // sticky: only let the caller override it when they explicitly set it.
+            //
+            // Note on Cancel: the explicit user-Cancel path NO LONGER relies on
+            // this stickiness to release In-Progress lines. Cancel dispatches
+            // `cancelEntityRecommendationsForLineUpdate` ahead of the
+            // clear+save pair (see initializeTransactionDetailLocalDataEpic);
+            // the shared line-update epic's `takeUntil` catches that action
+            // and unsubscribes the HTTP stream, so no markCompleted /
+            // setEntityRecommendation arm fires for the cancelled fetch.
+            // Stickiness still matters for the BENIGN snapshot-rebuild paths
+            // described above where a fetch is legitimately in flight and
+            // must keep its skeleton until the success/failure arm lands.
             const mergedLineItemById = {};
             Object.entries(incoming.lineItemById ?? {}).forEach(([lineId, line]) => {
                 mergedLineItemById[lineId] = {
@@ -393,10 +407,37 @@ const transactionDetail = (0, toolkit_1.createSlice)({
                 const key = (0, transactionDetailState_1.getTransactionDetailKey)(action.payload.transactionId);
                 const detail = (0, get_1.default)(draft.transactionDetailById, key, undefined);
                 if (detail != null) {
-                    const newLocalData = (0, transactionDetailLocalDataHelper_1.setEntityRecommendationForLineIdInLocalData)(transaction, detail.transactionDetailLocalData, action.payload.entity, lineIds, uncategorizedIncomeExpense, recommendationWithCOTByLineId);
+                    // Stale-response guard. If the user has changed their selection
+                    // (or Cancel restored an earlier vendor) between the fetch
+                    // starting and the response landing, the payload entity will
+                    // no longer match what's currently selected on the line(s).
+                    // Apply recommendations only to the still-matching subset of
+                    // lines. Lines that fail the guard still flip to Completed
+                    // below so their inline skeletons resolve. This complements
+                    // the epic-level `takeUntil`: even if a response slips
+                    // through, it can't write recommendations onto unrelated
+                    // selections.
+                    //
+                    // Detail flow: vendor + customer use page-level
+                    // `selectedEntity`; JE / deposit use per-line `lineEntity`.
+                    // Match the same dichotomy used by
+                    // `setEntityRecommendationForLineIdInLocalData`'s
+                    // `checkIfNotJEAndDeposit` test below.
+                    const usesPageLevelEntity = (0, vendorTransaction_1.isVendorTransaction)(transaction) === true ||
+                        (0, customerTransaction_1.isCustomerTransaction)(transaction) === true;
+                    const matchedLineIds = (0, recommendationStaleResponseHelper_1.getLineIdsWhereEntityStillMatches)({
+                        lineIds,
+                        payloadEntity: action.payload.entity,
+                        getCurrentEntityForLine: (lineId) => usesPageLevelEntity
+                            ? detail.transactionDetailLocalData.selectedEntity
+                            : detail.transactionDetailLocalData.lineItemById[lineId]
+                                ?.lineEntity,
+                    });
+                    const newLocalData = (0, transactionDetailLocalDataHelper_1.setEntityRecommendationForLineIdInLocalData)(transaction, detail.transactionDetailLocalData, action.payload.entity, matchedLineIds, uncategorizedIncomeExpense, recommendationWithCOTByLineId);
                     // Release the per-line fetch flag for every line this fetch
-                    // covered so the inline skeleton resolves and the page-level
-                    // Save button can re-enable.
+                    // covered (matched AND unmatched) so the inline skeleton
+                    // resolves and the page-level Save button can re-enable.
+                    // Unmatched lines are released without recommendation writes.
                     lineIds.forEach((lineId) => {
                         const lineItem = newLocalData.lineItemById[lineId];
                         if (lineItem != null) {

package/lib/zeniAPI.d.ts

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

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.0.95-betaAK1",
+  "version": "5.0.95-betaML1",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",

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

@@ -1,29 +0,0 @@
-import { toAmount } from '../../../../commonStateTypes/amount';
-import { date } from '../../../../zeniDayJS';
-import { toAutoSweepFrequency, } from './autoSweepFlowState';
-export const toSaveAutoSweepSettingsBody = (state) => ({
-    frequency: state.frequency,
-    memo: state.memo,
-    minimum_buffer_usd: state.bufferAmount.amount,
-});
-/**
- * Map a `GET /cash-management/settings` payload into the slice's writable
- * fields. Defensive on the frequency (string-from-the-wire → union via
- * `toAutoSweepFrequency`, falling back to `'weekly'` if the server returns
- * something we don't model yet). Only the source account *id* is stored
- * here — the full deposit-account payload is published to the entity bucket
- * by the fetch epic.
- */
-export const toAutoSweepFlowStatePatch = (payload) => {
-    const currencyCode = payload.source_bank_account.balances?.currency_code;
-    const currencySymbol = payload.source_bank_account.balances?.currency_symbol;
-    return {
-        bufferAmount: toAmount(payload.minimum_buffer_usd, currencyCode ?? 'USD', currencySymbol ?? '$'),
-        frequency: toAutoSweepFrequency(payload.frequency) ?? 'weekly',
-        nextTransferDate: payload.next_transfer_date != null && payload.next_transfer_date !== ''
-            ? date(payload.next_transfer_date)
-            : undefined,
-        primaryFundingAccountId: payload.source_bank_account.deposit_account_id ?? undefined,
-        settingsId: payload.cash_management_settings_id ?? undefined,
-    };
-};

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

@@ -1,78 +0,0 @@
-import { createSlice } from '@reduxjs/toolkit';
-import { toAutoSweepFlowStatePatch, } from './autoSweepFlowPayload';
-import { initialAutoSweepFlowState, } from './autoSweepFlowState';
-export const initialState = initialAutoSweepFlowState;
-const autoSweepFlow = createSlice({
-    name: 'autoSweepFlow',
-    initialState,
-    reducers: {
-        /**
-         * Kicks off `GET /cash-management/settings`. Flips the top-level
-         * fetchState to `In-Progress`; the fetch epic picks this up.
-         */
-        fetchCashManagementSettings(draft) {
-            draft.fetchState = 'In-Progress';
-            draft.error = undefined;
-        },
-        /**
-         * Hydrates the form fields with the server-side settings (and stashes
-         * the settings id for subsequent saves). Marks the GET as `Completed`.
-         */
-        updateCashManagementSettings(draft, action) {
-            const patch = toAutoSweepFlowStatePatch(action.payload.data);
-            draft.bufferAmount = patch.bufferAmount;
-            draft.frequency = patch.frequency;
-            draft.nextTransferDate = patch.nextTransferDate;
-            draft.primaryFundingAccountId = patch.primaryFundingAccountId;
-            draft.settingsId = patch.settingsId;
-            draft.fetchState = 'Completed';
-            draft.error = undefined;
-        },
-        updateCashManagementSettingsFetchStatus(draft, action) {
-            draft.fetchState = action.payload.fetchState;
-            draft.error = action.payload.error;
-        },
-        /**
-         * Live-update the buffer (risk band) as the user toggles the risk picker
-         * on the setup page, without staging frequency/memo. The selector derives
-         * the risk-adjusted sweep amount off `bufferAmount`, so dispatching this on
-         * every risk change keeps the setup and review screens in sync.
-         */
-        updateAutoSweepRisk(draft, action) {
-            draft.bufferAmount = action.payload.bufferAmount;
-        },
-        /**
-         * Stage the in-flight form values without submitting them — fired from
-         * the setup→review transition so other selectors (and devtools) can see
-         * what the user is about to confirm. Leaves `saveStatus` untouched; the
-         * actual PUT only kicks off when the user clicks "Confirm Sweep" via
-         * `saveAutoSweepSettings`.
-         */
-        updateAutoSweepDraft(draft, action) {
-            draft.bufferAmount = action.payload.bufferAmount;
-            draft.frequency = action.payload.frequency;
-            draft.memo = action.payload.memo;
-        },
-        /**
-         * Trigger the PUT for the auto-sweep settings already staged via
-         * `updateAutoSweepDraft`. Carries no payload — flips `saveStatus` to
-         * `In-Progress` and the save epic reads `bufferAmount` / `frequency` /
-         * `memo` straight from the slice. Callers must ensure those fields
-         * reflect the user's latest input before dispatching.
-         */
-        saveAutoSweepSettings(draft) {
-            draft.saveStatus = { fetchState: 'In-Progress', error: undefined };
-        },
-        updateAutoSweepSettingsFetchStatus(draft, action) {
-            draft.saveStatus = {
-                fetchState: action.payload.fetchState,
-                error: action.payload.error,
-            };
-        },
-        clearAutoSweepFlow() {
-            return initialAutoSweepFlowState;
-        },
-    },
-});
-export const { fetchCashManagementSettings, updateCashManagementSettings, updateCashManagementSettingsFetchStatus, updateAutoSweepRisk, updateAutoSweepDraft, saveAutoSweepSettings, updateAutoSweepSettingsFetchStatus, clearAutoSweepFlow, } = autoSweepFlow.actions;
-export default autoSweepFlow.reducer;

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

@@ -1,47 +0,0 @@
-import { getDepositAccountByDepositAccountId } from '../../../../entity/depositAccount/depositAccountSelector';
-import { mapDepositAccToFundingAccount, } from '../../commonSetup/setupViewSelector';
-import { getTreasuryDetail } from '../../treasury/treasuryList/treasuryDetailSelector';
-import { getCashManagementOverviewBanner } from '../cashManagementOverview/cashManagementOverviewSelector';
-import { RISK_BUFFER_AMOUNT, bufferAmountToRisk, } from './autoSweepFlowState';
-/**
- * Risk band the agent's recommended sweep amount is computed against. The
- * `sweepAmount` returned by the banner assumes this buffer, so the selector
- * adjusts the displayed sweep by the delta between the user's selected band
- * and this default.
- */
-const DEFAULT_RISK_LEVEL = 'moderate';
-export const getAutoSweepFlow = (state) => {
-    const { bufferAmount, frequency, memo, saveStatus, settingsId, primaryFundingAccountId, fetchState, error, } = state.autoSweepFlowState;
-    const depositAccount = primaryFundingAccountId != null
-        ? getDepositAccountByDepositAccountId(state.depositAccountState, primaryFundingAccountId)
-        : undefined;
-    const risk = bufferAmountToRisk(bufferAmount.amount);
-    // The banner's recommended sweep assumes the default buffer band; shift it
-    // by the delta between the user's selected band and that default so a
-    // tighter buffer sweeps more and a looser buffer sweeps less.
-    const baseSweepAmount = getCashManagementOverviewBanner(state).amount;
-    const sweepAmount = {
-        ...baseSweepAmount,
-        amount: baseSweepAmount.amount +
-            RISK_BUFFER_AMOUNT[risk] -
-            RISK_BUFFER_AMOUNT[DEFAULT_RISK_LEVEL],
-    };
-    return {
-        fetchState,
-        error,
-        formData: {
-            bufferAmount,
-            frequency,
-            memo,
-            risk,
-        },
-        primaryFundingAccount: depositAccount != null
-            ? mapDepositAccToFundingAccount(depositAccount)
-            : undefined,
-        saveStatus,
-        settingsId,
-        sweepAmount,
-        treasurySummary: getTreasuryDetail(state).accountSummary,
-        version: 0,
-    };
-};

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

@@ -1,47 +0,0 @@
-import { toAmount } from '../../../../commonStateTypes/amount';
-import { stringToUnion } from '../../../../commonStateTypes/stringToUnion';
-/**
- * Cadence at which the auto-sweep transfer fires. Lowercase to match the
- * cash-management settings API contract (and the `SweepFrequency` literal
- * already used by `<AutoSweepSetupPage>` in web-components).
- */
-export const ALL_AUTO_SWEEP_FREQUENCIES = [
-    'daily',
-    'weekly',
-    'biweekly',
-    'monthly',
-];
-export const toAutoSweepFrequency = (v) => stringToUnion(v ?? '', ALL_AUTO_SWEEP_FREQUENCIES);
-/**
- * Risk presets the auto-sweep setup form exposes. Each level maps to a
- * canonical minimum-buffer amount (USD). Selecting a level in the UI is
- * shorthand for choosing that buffer.
- */
-export const ALL_AUTO_SWEEP_RISK_LEVELS = ['low', 'moderate', 'high'];
-export const toAutoSweepRiskLevel = (v) => stringToUnion(v ?? '', ALL_AUTO_SWEEP_RISK_LEVELS);
-export const RISK_BUFFER_AMOUNT = {
-    low: 15000,
-    moderate: 10000,
-    high: 5000,
-};
-/**
- * Maps a buffer amount back onto the closest preset risk level. Falls back
- * to `'moderate'` when the amount doesn't match a known preset (e.g. the
- * server returned a custom value). The dropdown in `<AutoSweepSetupPage>`
- * uses this so it can pre-select the user's existing band on edit.
- */
-export const bufferAmountToRisk = (amount) => {
-    const match = Object.entries(RISK_BUFFER_AMOUNT).find(([, presetAmount]) => presetAmount === amount);
-    return match != null ? match[0] : 'moderate';
-};
-export const initialAutoSweepFlowState = {
-    bufferAmount: toAmount(10000, 'USD', '$'),
-    frequency: 'weekly',
-    memo: '',
-    saveStatus: { fetchState: 'Not-Started', error: undefined },
-    nextTransferDate: undefined,
-    primaryFundingAccountId: undefined,
-    settingsId: undefined,
-    fetchState: 'Not-Started',
-    error: undefined,
-};

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

@@ -1,34 +0,0 @@
-import { of } from 'rxjs';
-import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
-import { updateDepositAccounts } from '../../../../../entity/depositAccount/depositAccountReducer';
-import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
-import { fetchCashManagementSettings, updateCashManagementSettings, updateCashManagementSettingsFetchStatus, } from '../autoSweepFlowReducer';
-/**
- * Hits `GET /cash-management/settings` and hydrates the auto-sweep slice
- * with the server's existing settings (frequency, minimum buffer, settings
- * id). Called from the cash management overview page-fetch epic alongside
- * the other top-level fetches.
- */
-export const fetchCashManagementSettingsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchCashManagementSettings.match), switchMap(() => {
-    const endpoint = `${zeniAPI.apiEndPoints.cashManagementAgentBaseUrl}/1.0/cash-management/settings`;
-    return zeniAPI
-        .getJSON(endpoint)
-        .pipe(mergeMap((response) => {
-        if (isSuccessResponse(response) && response.data != null) {
-            return of(
-            // Publish the source deposit account into the shared entity
-            // bucket so the selector can hydrate the full `FundingAccount`
-            // from `getDepositAccountByDepositAccountId` rather than the
-            // auto-sweep slice holding a duplicate copy.
-            updateDepositAccounts([response.data.source_bank_account]), updateCashManagementSettings({ data: response.data }));
-        }
-        return of(updateCashManagementSettingsFetchStatus({
-            fetchState: 'Error',
-            error: response.status,
-        }));
-    }), catchError((error) => of(updateCashManagementSettingsFetchStatus({
-        fetchState: 'Error',
-        error: createZeniAPIStatus('Unexpected Error', 'Fetch cash management settings REST API call errored out: ' +
-            (error?.message ?? String(error))),
-    }))));
-}));

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

@@ -1,32 +0,0 @@
-import { of } from 'rxjs';
-import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
-import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
-import { toSaveAutoSweepSettingsBody, } from '../autoSweepFlowPayload';
-import { saveAutoSweepSettings, updateAutoSweepSettingsFetchStatus, } from '../autoSweepFlowReducer';
-export const saveAutoSweepSettingsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(saveAutoSweepSettings.match), switchMap(() => {
-    const endpoint = `${zeniAPI.apiEndPoints.cashManagementAgentBaseUrl}/1.0/cash-management/settings`;
-    const { bufferAmount, frequency, memo, settingsId } = state$.value.autoSweepFlowState;
-    const payload = toSaveAutoSweepSettingsBody({
-        bufferAmount,
-        frequency,
-        memo,
-    });
-    // First-time setup (no settings id from the GET yet) → POST a new
-    // record. Subsequent edits update the existing one via PUT.
-    const request$ = settingsId == null
-        ? zeniAPI.postAndGetJSON(endpoint, payload)
-        : zeniAPI.putAndGetJSON(endpoint, payload);
-    return request$.pipe(mergeMap((response) => {
-        if (isSuccessResponse(response) && response.data != null) {
-            return of(updateAutoSweepSettingsFetchStatus({ fetchState: 'Completed' }));
-        }
-        return of(updateAutoSweepSettingsFetchStatus({
-            fetchState: 'Error',
-            error: response?.status,
-        }));
-    }), catchError((error) => of(updateAutoSweepSettingsFetchStatus({
-        fetchState: 'Error',
-        error: createZeniAPIStatus('Unexpected Error', 'Save auto-sweep settings REST API call errored out: ' +
-            (error?.message ?? String(error))),
-    }))));
-}));

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

@@ -1,54 +0,0 @@
-import { toAmount } from '../../../../commonStateTypes/amount';
-import { date as zeniDate } from '../../../../zeniDayJS';
-// ---------------------------------------------------------------------------
-// Converters
-// ---------------------------------------------------------------------------
-// The cash agent payload reports `currency_code` only; the v1 surface is
-// USD-only, so we pair it with the canonical `$` symbol here. If the agent
-// grows multi-currency support, this is the single place to widen.
-const CASH_AGENT_CURRENCY_SYMBOL = '$';
-export const toUpcomingPaymentEvent = (event) => ({
-    accountId: event.account_id,
-    accountType: event.account_type,
-    amount: toAmount(event.amount_usd, event.currency_code, CASH_AGENT_CURRENCY_SYMBOL),
-    label: event.label,
-    paymentDate: zeniDate(event.payment_date),
-});
-/**
- * The agent reports a `null` account id whenever the "account" in question is
- * a singleton inferred from the account type (today: the treasury account —
- * there's only one per company, so the type alone identifies it). Callers
- * already branch on `*BankAccountType`, so collapsing the id to `""` keeps the
- * state type a plain `ID` (string) without losing information.
- */
-const toCashManagementMovement = (payload) => ({
-    amount: toAmount(payload.amount, payload.currency_code, CASH_AGENT_CURRENCY_SYMBOL),
-    destinationBankAccountId: payload.destination_bank_account_id ?? '',
-    destinationBankAccountType: payload.destination_bank_account_type,
-    reasoning: payload.reasoning,
-    sourceBankAccountId: payload.source_bank_account_id ?? '',
-    sourceBankAccountType: payload.source_bank_account_type,
-    subMovementType: payload.sub_movement_type,
-});
-const toCashManagementMoneyMovementGroup = (payload) => ({
-    movements: payload.movements.map(toCashManagementMovement),
-    movementType: payload.movement_type,
-});
-export const toCashManagementBannerData = (payload) => ({
-    inflows: payload.inflows.map(toUpcomingPaymentEvent),
-    moneyMovements: payload.money_movements.map(toCashManagementMoneyMovementGroup),
-    outflows: payload.outflows.map(toUpcomingPaymentEvent),
-});
-export const toCashManagementTransfer = (payload) => ({
-    amount: toAmount(payload.amount, payload.currency_code, CASH_AGENT_CURRENCY_SYMBOL),
-    atomicTransactionId: payload.atomic_transaction_id,
-    cashManagementTransferId: payload.cash_management_transfer_id,
-    createTime: zeniDate(payload.create_time),
-    date: zeniDate(payload.date),
-    depositAccountId: payload.deposit_account_id,
-    reasoning: payload.reasoning,
-    scenario: payload.scenario,
-    status: payload.status,
-    transactionType: payload.transaction_type,
-    updateTime: zeniDate(payload.update_time),
-});

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

@@ -1,92 +0,0 @@
-import { createSlice } from '@reduxjs/toolkit';
-import { toCashManagementBannerData, toCashManagementTransfer, } from './cashManagementOverviewPayload';
-import { initialCashManagementBannerState, initialCashManagementRecentTransferState, } from './cashManagementOverviewState';
-export const initialState = {
-    banner: initialCashManagementBannerState,
-    recentTransfer: initialCashManagementRecentTransferState,
-};
-const cashManagementOverview = createSlice({
-    name: 'cashManagementOverview',
-    initialState,
-    reducers: {
-        fetchCashManagementOverviewPage: {
-            reducer() { },
-            prepare(cacheOverride) {
-                return { payload: { cacheOverride } };
-            },
-        },
-        /**
-         * Public banner-fetch entry point. Triggers an orchestrator epic that
-         * fans out to the recommend, settings, and recent-transfer API calls
-         * in parallel. No reducer-side state change — each inner action drives
-         * its own sub-state.
-         *
-         * `cacheOverride === true` forces all three inner fetches regardless
-         * of current slice state; `false` keeps the per-slice dedup so repeat
-         * dispatches are no-ops once a slice is loaded or in-flight.
-         */
-        fetchCashManagementBanner: {
-            reducer() { },
-            prepare(cacheOverride) {
-                return { payload: { cacheOverride } };
-            },
-        },
-        /**
-         * Internal trigger for the recommend API (`/cash-agent/recommend`).
-         * Dispatched by the orchestrator; not exported.
-         */
-        fetchCashManagementRecommendation(draft) {
-            // Keep `draft.banner.data` so the projection chart renders the last
-            // good payload while the refetch is in flight, instead of flickering
-            // to the empty/skeleton state on every page revisit.
-            draft.banner.fetchState = 'In-Progress';
-            draft.banner.error = undefined;
-        },
-        updateCashManagementRecommendation(draft, action) {
-            draft.banner = {
-                fetchState: 'Completed',
-                error: undefined,
-                data: toCashManagementBannerData(action.payload.data),
-            };
-        },
-        updateCashManagementRecommendationFetchStatus(draft, action) {
-            draft.banner = {
-                ...draft.banner,
-                fetchState: action.payload.fetchState,
-                error: action.payload.error,
-            };
-        },
-        /**
-         * Internal trigger for the recent-transfer API
-         * (`/cash-management/transfers`). Dispatched by the orchestrator; not
-         * exported.
-         */
-        fetchRecentTransfer(draft) {
-            // Same anti-flicker pattern as the recommend fetch: keep prior data
-            // while the refetch is in flight.
-            draft.recentTransfer.fetchState = 'In-Progress';
-            draft.recentTransfer.error = undefined;
-        },
-        updateRecentTransfer(draft, action) {
-            draft.recentTransfer = {
-                fetchState: 'Completed',
-                error: undefined,
-                data: action.payload.data != null
-                    ? toCashManagementTransfer(action.payload.data)
-                    : undefined,
-            };
-        },
-        updateRecentTransferFetchStatus(draft, action) {
-            draft.recentTransfer = {
-                ...draft.recentTransfer,
-                fetchState: action.payload.fetchState,
-                error: action.payload.error,
-            };
-        },
-        clearCashManagementOverview(draft) {
-            Object.assign(draft, initialState);
-        },
-    },
-});
-export const { fetchCashManagementOverviewPage, fetchCashManagementBanner, fetchCashManagementRecommendation, updateCashManagementRecommendation, updateCashManagementRecommendationFetchStatus, fetchRecentTransfer, updateRecentTransfer, updateRecentTransferFetchStatus, clearCashManagementOverview, } = cashManagementOverview.actions;
-export default cashManagementOverview.reducer;