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

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Files changed (66) hide show
  1. package/lib/commonStateTypes/amount.d.ts +0 -1
  2. package/lib/commonStateTypes/amount.js +1 -9
  3. package/lib/commonStateTypes/workingDayHelper.d.ts +0 -9
  4. package/lib/commonStateTypes/workingDayHelper.js +1 -28
  5. package/lib/entity/tenant/clearAllEpic.d.ts +1 -3
  6. package/lib/entity/tenant/clearAllEpic.js +0 -4
  7. package/lib/epic.d.ts +1 -7
  8. package/lib/epic.js +1 -7
  9. package/lib/esm/commonStateTypes/amount.js +0 -7
  10. package/lib/esm/commonStateTypes/workingDayHelper.js +0 -26
  11. package/lib/esm/entity/tenant/clearAllEpic.js +0 -4
  12. package/lib/esm/epic.js +1 -7
  13. package/lib/esm/index.js +2 -7
  14. package/lib/esm/reducer.js +0 -6
  15. package/lib/esm/view/spendManagement/autotransferRules/autoTransferRulesSelector.js +2 -22
  16. package/lib/index.d.ts +3 -12
  17. package/lib/index.js +17 -37
  18. package/lib/reducer.d.ts +0 -6
  19. package/lib/reducer.js +0 -6
  20. package/lib/view/spendManagement/autotransferRules/autoTransferRulesSelector.d.ts +1 -8
  21. package/lib/view/spendManagement/autotransferRules/autoTransferRulesSelector.js +1 -21
  22. package/lib/view/spendManagement/autotransferRules/autoTransferRulesState.d.ts +0 -22
  23. package/lib/zeniAPI.d.ts +0 -1
  24. package/package.json +1 -1
  25. package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowPayload.js +0 -29
  26. package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer.js +0 -78
  27. package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowSelector.js +0 -47
  28. package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowState.js +0 -47
  29. package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/epics/fetchCashManagementSettingsEpic.js +0 -34
  30. package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/epics/saveAutoSweepSettingsEpic.js +0 -32
  31. package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewPayload.js +0 -54
  32. package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer.js +0 -92
  33. package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewSelector.js +0 -225
  34. package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewState.js +0 -10
  35. package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementBannerEpic.js +0 -23
  36. package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementOverviewPageEpic.js +0 -36
  37. package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementRecommendationEpic.js +0 -27
  38. package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchRecentTransferEpic.js +0 -28
  39. package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowPayload.d.ts +0 -47
  40. package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowPayload.js +0 -34
  41. package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer.d.ts +0 -23
  42. package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer.js +0 -82
  43. package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowSelector.d.ts +0 -40
  44. package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowSelector.js +0 -51
  45. package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowState.d.ts +0 -37
  46. package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowState.js +0 -53
  47. package/lib/view/spendManagement/cashManagement/autoSweepFlow/epics/fetchCashManagementSettingsEpic.d.ts +0 -14
  48. package/lib/view/spendManagement/cashManagement/autoSweepFlow/epics/fetchCashManagementSettingsEpic.js +0 -38
  49. package/lib/view/spendManagement/cashManagement/autoSweepFlow/epics/saveAutoSweepSettingsEpic.d.ts +0 -7
  50. package/lib/view/spendManagement/cashManagement/autoSweepFlow/epics/saveAutoSweepSettingsEpic.js +0 -36
  51. package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewPayload.d.ts +0 -56
  52. package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewPayload.js +0 -60
  53. package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer.d.ts +0 -22
  54. package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer.js +0 -96
  55. package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewSelector.d.ts +0 -59
  56. package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewSelector.js +0 -230
  57. package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewState.d.ts +0 -122
  58. package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewState.js +0 -13
  59. package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementBannerEpic.d.ts +0 -7
  60. package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementBannerEpic.js +0 -27
  61. package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementOverviewPageEpic.d.ts +0 -9
  62. package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementOverviewPageEpic.js +0 -40
  63. package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementRecommendationEpic.d.ts +0 -7
  64. package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementRecommendationEpic.js +0 -31
  65. package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchRecentTransferEpic.d.ts +0 -15
  66. package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchRecentTransferEpic.js +0 -32
@@ -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
- };
@@ -1,23 +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
- export const fetchCashManagementBannerEpic = (actions$, state$) => actions$.pipe(filter(fetchCashManagementBanner.match), mergeMap((action) => {
6
- const { cacheOverride } = action.payload;
7
- const state = state$.value;
8
- const actions = [];
9
- if (cacheOverride === true ||
10
- needsFetch(state.cashManagementOverviewState.banner.fetchState)) {
11
- actions.push(fetchCashManagementRecommendation());
12
- }
13
- if (cacheOverride === true ||
14
- needsFetch(state.autoSweepFlowState.fetchState)) {
15
- actions.push(fetchCashManagementSettings());
16
- }
17
- if (cacheOverride === true ||
18
- needsFetch(state.cashManagementOverviewState.recentTransfer.fetchState)) {
19
- actions.push(fetchRecentTransfer());
20
- }
21
- return from(actions);
22
- }));
23
- 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/latest`;
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
- }));
@@ -1,47 +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
- frequency: string;
14
- memo: string;
15
- minimum_buffer_usd: number;
16
- };
17
- export type SaveAutoSweepSettingsResponse = ZeniAPIResponse<unknown>;
18
- export declare const toSaveAutoSweepSettingsBody: (state: Pick<AutoSweepFlowState, "bufferAmount" | "frequency" | "memo">) => SaveAutoSweepSettingsBody;
19
- /**
20
- * `source_bank_account` on the cash-management settings response matches the
21
- * shared `DepositAccountPayload` shape, so the fetch epic dispatches it into
22
- * the deposit-account entity bucket and the auto-sweep slice only keeps the
23
- * id. The selector hydrates the full `FundingAccount` on read.
24
- */
25
- export interface CashManagementSettingsPayload {
26
- cash_management_settings_id: string | null;
27
- frequency: string;
28
- minimum_buffer_usd: number;
29
- next_transfer_date: string;
30
- source_bank_account: DepositAccountPayload;
31
- }
32
- export type CashManagementSettingsResponse = ZeniAPIResponse<CashManagementSettingsPayload>;
33
- /**
34
- * Map a `GET /cash-management/settings` payload into the slice's writable
35
- * fields. Defensive on the frequency (string-from-the-wire → union via
36
- * `toAutoSweepFrequency`, falling back to `'weekly'` if the server returns
37
- * something we don't model yet). Only the source account *id* is stored
38
- * here — the full deposit-account payload is published to the entity bucket
39
- * by the fetch epic.
40
- */
41
- export declare const toAutoSweepFlowStatePatch: (payload: CashManagementSettingsPayload) => {
42
- bufferAmount: Amount;
43
- frequency: AutoSweepFrequency;
44
- nextTransferDate?: ZeniDate;
45
- primaryFundingAccountId?: ID;
46
- settingsId?: ID;
47
- };
@@ -1,34 +0,0 @@
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 zeniDayJS_1 = require("../../../../zeniDayJS");
6
- const autoSweepFlowState_1 = require("./autoSweepFlowState");
7
- const toSaveAutoSweepSettingsBody = (state) => ({
8
- frequency: state.frequency,
9
- memo: state.memo,
10
- minimum_buffer_usd: state.bufferAmount.amount,
11
- });
12
- exports.toSaveAutoSweepSettingsBody = toSaveAutoSweepSettingsBody;
13
- /**
14
- * Map a `GET /cash-management/settings` payload into the slice's writable
15
- * fields. Defensive on the frequency (string-from-the-wire → union via
16
- * `toAutoSweepFrequency`, falling back to `'weekly'` if the server returns
17
- * something we don't model yet). Only the source account *id* is stored
18
- * here — the full deposit-account payload is published to the entity bucket
19
- * by the fetch epic.
20
- */
21
- const toAutoSweepFlowStatePatch = (payload) => {
22
- const currencyCode = payload.source_bank_account.balances?.currency_code;
23
- const currencySymbol = payload.source_bank_account.balances?.currency_symbol;
24
- return {
25
- bufferAmount: (0, amount_1.toAmount)(payload.minimum_buffer_usd, currencyCode ?? 'USD', currencySymbol ?? '$'),
26
- frequency: (0, autoSweepFlowState_1.toAutoSweepFrequency)(payload.frequency) ?? 'weekly',
27
- nextTransferDate: payload.next_transfer_date != null && payload.next_transfer_date !== ''
28
- ? (0, zeniDayJS_1.date)(payload.next_transfer_date)
29
- : undefined,
30
- primaryFundingAccountId: payload.source_bank_account.deposit_account_id ?? undefined,
31
- settingsId: payload.cash_management_settings_id ?? undefined,
32
- };
33
- };
34
- exports.toAutoSweepFlowStatePatch = toAutoSweepFlowStatePatch;
@@ -1,23 +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">, updateAutoSweepRisk: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
13
- bufferAmount: Amount;
14
- }, "autoSweepFlow/updateAutoSweepRisk">, updateAutoSweepDraft: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
15
- bufferAmount: Amount;
16
- frequency: AutoSweepFrequency;
17
- memo: string;
18
- }, "autoSweepFlow/updateAutoSweepDraft">, saveAutoSweepSettings: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"autoSweepFlow/saveAutoSweepSettings">, updateAutoSweepSettingsFetchStatus: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
19
- fetchState: FetchState;
20
- error?: ZeniAPIStatus;
21
- }, "autoSweepFlow/updateAutoSweepSettingsFetchStatus">, clearAutoSweepFlow: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"autoSweepFlow/clearAutoSweepFlow">;
22
- declare const _default: import("redux").Reducer<AutoSweepFlowState>;
23
- export default _default;
@@ -1,82 +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.updateAutoSweepRisk = 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
- * Live-update the buffer (risk band) as the user toggles the risk picker
41
- * on the setup page, without staging frequency/memo. The selector derives
42
- * the risk-adjusted sweep amount off `bufferAmount`, so dispatching this on
43
- * every risk change keeps the setup and review screens in sync.
44
- */
45
- updateAutoSweepRisk(draft, action) {
46
- draft.bufferAmount = action.payload.bufferAmount;
47
- },
48
- /**
49
- * Stage the in-flight form values without submitting them — fired from
50
- * the setup→review transition so other selectors (and devtools) can see
51
- * what the user is about to confirm. Leaves `saveStatus` untouched; the
52
- * actual PUT only kicks off when the user clicks "Confirm Sweep" via
53
- * `saveAutoSweepSettings`.
54
- */
55
- updateAutoSweepDraft(draft, action) {
56
- draft.bufferAmount = action.payload.bufferAmount;
57
- draft.frequency = action.payload.frequency;
58
- draft.memo = action.payload.memo;
59
- },
60
- /**
61
- * Trigger the PUT for the auto-sweep settings already staged via
62
- * `updateAutoSweepDraft`. Carries no payload — flips `saveStatus` to
63
- * `In-Progress` and the save epic reads `bufferAmount` / `frequency` /
64
- * `memo` straight from the slice. Callers must ensure those fields
65
- * reflect the user's latest input before dispatching.
66
- */
67
- saveAutoSweepSettings(draft) {
68
- draft.saveStatus = { fetchState: 'In-Progress', error: undefined };
69
- },
70
- updateAutoSweepSettingsFetchStatus(draft, action) {
71
- draft.saveStatus = {
72
- fetchState: action.payload.fetchState,
73
- error: action.payload.error,
74
- };
75
- },
76
- clearAutoSweepFlow() {
77
- return autoSweepFlowState_1.initialAutoSweepFlowState;
78
- },
79
- },
80
- });
81
- _a = autoSweepFlow.actions, exports.fetchCashManagementSettings = _a.fetchCashManagementSettings, exports.updateCashManagementSettings = _a.updateCashManagementSettings, exports.updateCashManagementSettingsFetchStatus = _a.updateCashManagementSettingsFetchStatus, exports.updateAutoSweepRisk = _a.updateAutoSweepRisk, exports.updateAutoSweepDraft = _a.updateAutoSweepDraft, exports.saveAutoSweepSettings = _a.saveAutoSweepSettings, exports.updateAutoSweepSettingsFetchStatus = _a.updateAutoSweepSettingsFetchStatus, exports.clearAutoSweepFlow = _a.clearAutoSweepFlow;
82
- 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;
@@ -1,51 +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
- /**
10
- * Risk band the agent's recommended sweep amount is computed against. The
11
- * `sweepAmount` returned by the banner assumes this buffer, so the selector
12
- * adjusts the displayed sweep by the delta between the user's selected band
13
- * and this default.
14
- */
15
- const DEFAULT_RISK_LEVEL = 'moderate';
16
- const getAutoSweepFlow = (state) => {
17
- const { bufferAmount, frequency, memo, saveStatus, settingsId, primaryFundingAccountId, fetchState, error, } = state.autoSweepFlowState;
18
- const depositAccount = primaryFundingAccountId != null
19
- ? (0, depositAccountSelector_1.getDepositAccountByDepositAccountId)(state.depositAccountState, primaryFundingAccountId)
20
- : undefined;
21
- const risk = (0, autoSweepFlowState_1.bufferAmountToRisk)(bufferAmount.amount);
22
- // The banner's recommended sweep assumes the default buffer band; shift it
23
- // by the delta between the user's selected band and that default so a
24
- // tighter buffer sweeps more and a looser buffer sweeps less.
25
- const baseSweepAmount = (0, cashManagementOverviewSelector_1.getCashManagementOverviewBanner)(state).amount;
26
- const sweepAmount = {
27
- ...baseSweepAmount,
28
- amount: baseSweepAmount.amount +
29
- autoSweepFlowState_1.RISK_BUFFER_AMOUNT[risk] -
30
- autoSweepFlowState_1.RISK_BUFFER_AMOUNT[DEFAULT_RISK_LEVEL],
31
- };
32
- return {
33
- fetchState,
34
- error,
35
- formData: {
36
- bufferAmount,
37
- frequency,
38
- memo,
39
- risk,
40
- },
41
- primaryFundingAccount: depositAccount != null
42
- ? (0, setupViewSelector_1.mapDepositAccToFundingAccount)(depositAccount)
43
- : undefined,
44
- saveStatus,
45
- settingsId,
46
- sweepAmount,
47
- treasurySummary: (0, treasuryDetailSelector_1.getTreasuryDetail)(state).accountSummary,
48
- version: 0,
49
- };
50
- };
51
- exports.getAutoSweepFlow = getAutoSweepFlow;