@zeniai/client-epic-state 5.0.96 → 5.0.97

package/lib/view/companyTaskManagerView/epics/fetchCockpitContextEpic.d.ts

@@ -0,0 +1,10 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { updateCompanies } from '../../../entity/company/companyReducer';
+import { updateAllUsers } from '../../../entity/user/userReducer';
+import { updateAllUserGroups } from '../../../entity/userGroups/userGroupsReducer';
+import { RootState } from '../../../reducer';
+import { ZeniAPI } from '../../../zeniAPI';
+import { fetchCockpitContext, updateCockpitContextOnFailure, updateCockpitContextOnSuccess } from '../companyTaskManagerViewReducer';
+export type ActionType = ReturnType<typeof fetchCockpitContext> | ReturnType<typeof updateCockpitContextOnSuccess> | ReturnType<typeof updateCockpitContextOnFailure> | ReturnType<typeof updateCompanies> | ReturnType<typeof updateAllUsers> | ReturnType<typeof updateAllUserGroups>;
+export declare const fetchCockpitContextEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/companyTaskManagerView/epics/fetchCockpitContextEpic.js

@@ -0,0 +1,42 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchCockpitContextEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const companyReducer_1 = require("../../../entity/company/companyReducer");
+const userReducer_1 = require("../../../entity/user/userReducer");
+const userGroupsReducer_1 = require("../../../entity/userGroups/userGroupsReducer");
+const responsePayload_1 = require("../../../responsePayload");
+const companyTaskManagerViewReducer_1 = require("../companyTaskManagerViewReducer");
+const fetchCockpitContextEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyTaskManagerViewReducer_1.fetchCockpitContext.match), (0, operators_1.switchMap)(() => zeniAPI
+    .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels/cockpit-context`)
+    .pipe((0, operators_1.mergeMap)((response) => {
+    if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+        const companies = response.data?.companies ?? [];
+        const users = response.data?.users ?? [];
+        const userGroups = response.data?.user_groups ?? [];
+        const companyIds = companies.map((company) => company.company_id);
+        const userIds = users.map((user) => user.user_id);
+        const userGroupIds = userGroups.map((userGroup) => userGroup.id);
+        const actions = [
+            (0, companyReducer_1.updateCompanies)({
+                payload: response.data.companies,
+                schema: {},
+            }),
+            (0, userReducer_1.updateAllUsers)({ users: response.data.users }),
+            (0, userGroupsReducer_1.updateAllUserGroups)({
+                userGroups: response.data.user_groups,
+            }),
+            (0, companyTaskManagerViewReducer_1.updateCockpitContextOnSuccess)({
+                companyIds,
+                userIds,
+                userGroupIds,
+            }),
+        ];
+        return (0, rxjs_1.from)(actions);
+    }
+    else {
+        return (0, rxjs_1.of)((0, companyTaskManagerViewReducer_1.updateCockpitContextOnFailure)(response.status));
+    }
+}), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, companyTaskManagerViewReducer_1.updateCockpitContextOnFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected error', 'Cockpit context fetch errored out' + JSON.stringify(error))))))));
+exports.fetchCockpitContextEpic = fetchCockpitContextEpic;

package/lib/view/companyTaskManagerView/epics/fetchCompanyTaskManagerViewEpic.d.ts

@@ -1,11 +1,9 @@
 import { ActionsObservable, StateObservable } from 'redux-observable';
 import { Observable } from 'rxjs';
-import { updateCompanies } from '../../../entity/company/companyReducer';
 import { updateTags } from '../../../entity/tag/tagReducer';
 import { updateTasks } from '../../../entity/task/taskReducer';
-import { updateAllUsers } from '../../../entity/user/userReducer';
 import { RootState } from '../../../reducer';
 import { ZeniAPI } from '../../../zeniAPI';
 import { fetchCompanyTaskManagerView, updateCompanyTaskManagerViewOnFailure, updateCompanyTaskManagerViewOnSuccess } from '../companyTaskManagerViewReducer';
-export type ActionType = ReturnType<typeof fetchCompanyTaskManagerView> | ReturnType<typeof updateCompanyTaskManagerViewOnSuccess> | ReturnType<typeof updateTasks> | ReturnType<typeof updateCompanies> | ReturnType<typeof updateAllUsers> | ReturnType<typeof updateTags> | ReturnType<typeof updateCompanyTaskManagerViewOnFailure>;
+export type ActionType = ReturnType<typeof fetchCompanyTaskManagerView> | ReturnType<typeof updateCompanyTaskManagerViewOnSuccess> | ReturnType<typeof updateTasks> | ReturnType<typeof updateTags> | ReturnType<typeof updateCompanyTaskManagerViewOnFailure>;
 export declare const fetchCompanyTaskManagerViewEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/companyTaskManagerView/epics/fetchCompanyTaskManagerViewEpic.js

@@ -4,51 +4,35 @@ exports.fetchCompanyTaskManagerViewEpic = void 0;
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const sortOrderPayload_1 = require("../../../commonPayloadTypes/sortOrderPayload");
-const companyReducer_1 = require("../../../entity/company/companyReducer");
 const tagReducer_1 = require("../../../entity/tag/tagReducer");
 const taskReducer_1 = require("../../../entity/task/taskReducer");
-const userReducer_1 = require("../../../entity/user/userReducer");
 const responsePayload_1 = require("../../../responsePayload");
 const companyTaskManagerViewReducer_1 = require("../companyTaskManagerViewReducer");
-const toSortKeyPayload = (sortKey) => {
-    switch (sortKey) {
-        case 'taskName':
-            return 'name';
-        case 'dueDate':
-            return 'due_date';
-        case 'createdBy':
-            return 'created_by';
-        case 'name':
-            return 'company_name';
-        default:
-            return sortKey;
-    }
-};
+const DEFAULT_PAGE_SIZE = 100;
 const fetchCompanyTaskManagerViewEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyTaskManagerViewReducer_1.fetchCompanyTaskManagerView.match), (0, operators_1.switchMap)((action) => {
-    const { pageToken, sortKey, sortOrder, searchString } = action.payload;
+    const { from: fromOffset, searchString, sortKey, sortOrder, filters, } = action.payload;
     const queryValue = {
-        page_token: pageToken,
+        size: DEFAULT_PAGE_SIZE,
+        from: fromOffset,
+        global_search: searchString ?? '',
         sort_by: toSortKeyPayload(sortKey),
         sort_order: (0, sortOrderPayload_1.getSortOrder)(sortOrder),
-        search_text: searchString ?? '',
-        view: 'cockpit_task_manager_view',
+        filter_join: filters?.categoryCombinationOperator === 'AND' ? 'and' : 'or',
+        ...(filters?.categories != null && filters.categories.length > 0
+            ? { filter_by: toFilterByPayload(filters) }
+            : {}),
     };
     return zeniAPI
-        .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels/tasks?query=${encodeURIComponent(JSON.stringify(queryValue))}`)
+        .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels/tasks-es?query=${encodeURIComponent(JSON.stringify(queryValue))}`)
         .pipe((0, operators_1.mergeMap)((response) => {
         if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
-            const tasksList = response.data.tasks;
+            const tasksList = response.data.aggregations.group_by_company_name.buckets.flatMap((bucket) => bucket.tasks);
             const actions = [
                 (0, companyTaskManagerViewReducer_1.updateCompanyTaskManagerViewOnSuccess)({
                     data: response.data,
                 }),
                 (0, taskReducer_1.updateTasks)(tasksList),
-                (0, companyReducer_1.updateCompanies)({
-                    payload: response.data.companies,
-                    schema: {},
-                }),
-                (0, tagReducer_1.updateTags)(tasksList.map((task) => task.tags).flat()),
-                (0, userReducer_1.updateAllUsers)({ users: response.data.users }),
+                (0, tagReducer_1.updateTags)(tasksList.flatMap((task) => task.tags)),
             ];
             return (0, rxjs_1.from)(actions);
         }
@@ -66,3 +50,28 @@ const fetchCompanyTaskManagerViewEpic = (actions$, _state$, zeniAPI) => actions$
     }));
 }));
 exports.fetchCompanyTaskManagerViewEpic = fetchCompanyTaskManagerViewEpic;
+const toSortKeyPayload = (sortKey) => {
+    switch (sortKey) {
+        case 'taskName':
+            return 'name';
+        case 'dueDate':
+            return 'due_date';
+        case 'createdBy':
+            return 'created_by';
+        case 'name':
+            return 'company_name';
+        default:
+            return sortKey;
+    }
+};
+const toFilterByPayload = (filters) => {
+    if (filters.categories == null) {
+        return [];
+    }
+    return filters.categories.map((category) => ({
+        field: category.field ?? '',
+        operator: category.matchingOperator === 'equal' ? 'is' : 'is_not',
+        values: category.values.map((v) => String(v)),
+        join: category.valuesCombinationOperator === 'ALL' ? 'and' : 'or',
+    }));
+};

package/lib/view/companyTaskManagerView/epics/updateCompanyTaskManagerViewFiltersEpic.d.ts

@@ -0,0 +1,6 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { RootState } from '../../../reducer';
+import { fetchCompanyTaskManagerView, updateCompanyTaskManagerViewFilters } from '../companyTaskManagerViewReducer';
+export type ActionType = ReturnType<typeof updateCompanyTaskManagerViewFilters> | ReturnType<typeof fetchCompanyTaskManagerView>;
+export declare const updateCompanyTaskManagerViewFiltersEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => Observable<ActionType>;

package/lib/view/companyTaskManagerView/epics/updateCompanyTaskManagerViewFiltersEpic.js

@@ -0,0 +1,20 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.updateCompanyTaskManagerViewFiltersEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const companyTaskManagerViewReducer_1 = require("../companyTaskManagerViewReducer");
+const updateCompanyTaskManagerViewFiltersEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(companyTaskManagerViewReducer_1.updateCompanyTaskManagerViewFilters.match), (0, operators_1.switchMap)((action) => {
+    const filters = action.payload.filters;
+    const allCategoriesValid = filters?.categories == null
+        ? true
+        : filters?.categories?.every((category) => category.field != null &&
+            category.values != null &&
+            category.values.length > 0);
+    if (!allCategoriesValid) {
+        return rxjs_1.EMPTY;
+    }
+    const { uiState } = state$.value.companyTaskManagerViewState;
+    return (0, rxjs_1.of)((0, companyTaskManagerViewReducer_1.fetchCompanyTaskManagerView)(0, uiState.sortKey, uiState.sortOrder, false, uiState.filterText, filters));
+}));
+exports.updateCompanyTaskManagerViewFiltersEpic = updateCompanyTaskManagerViewFiltersEpic;

package/lib/view/companyView/epic/fetchAllCockpitViewsEpic.js

@@ -24,7 +24,7 @@ const fetchAllCockpitViewsEpic = (actions$, state$) => actions$.pipe((0, operato
             (0, reviewCompanyViewReducer_1.fetchReviewCompanyView)(),
             (0, companyHealthMetricViewReducer_1.fetchCompanyHealthMetricView)(),
             (0, companyViewReducer_1.fetchCompanyMetaData)(),
-            (0, companyTaskManagerViewReducer_1.fetchCompanyTaskManagerView)(null, 'dueDate', 'descending', false),
+            (0, companyTaskManagerViewReducer_1.fetchCompanyTaskManagerView)(0, 'dueDate', 'descending', false),
             (0, companyHealthMetricConfigReducer_1.fetchCompanyHealthMetricConfig)(),
         ]);
     }
@@ -77,7 +77,7 @@ const fetchAllCockpitViewsEpic = (actions$, state$) => actions$.pipe((0, operato
         }
         if (state.companyTaskManagerViewState.fetchState !== 'In-Progress' &&
             state.companyTaskManagerViewState.hasValidState() === false) {
-            fetchActions.push((0, companyTaskManagerViewReducer_1.fetchCompanyTaskManagerView)(null, 'dueDate', 'descending', false));
+            fetchActions.push((0, companyTaskManagerViewReducer_1.fetchCompanyTaskManagerView)(0, 'dueDate', 'descending', false));
         }
         return (0, rxjs_1.from)(fetchActions);
     }

package/lib/view/companyView/types/cockpitTypes.d.ts

@@ -18,11 +18,12 @@ export type ManagementViewFilterCategoryField = 'controllerUserIds' | 'customerS
 export type SubscriptionViewFilterCategoryField = 'controllerUserIds' | 'statusCode' | 'recommendedActionCode' | 'subscriptionPlans' | 'subscriptionAddOns' | 'avg2MonthExpenses' | 'slabLowerLimit' | 'slabUpperLimit' | 'monthlyRecurringRevenue';
 export type PortfolioViewFilterCategoryField = 'netBurnOrIncome' | 'cashPosition' | 'income' | 'expenses' | 'runway';
 export type HealthMonitorViewFilterCategoryField = 'verticalProductServices' | 'runway' | 'netPromoterScore' | 'customerSatisfactionScore' | 'churnProbabilityPercentage' | 'controller' | 'customerSuccessManager' | 'lastReportSent' | 'subscriptionStartDate' | 'subscriptionRenewalDate' | 'externalProductServiceExposure' | 'companyEngagementMetricsUpdatedAt' | 'companyGroupId' | 'monthlyRecurringRevenue';
+export type TaskManagerViewFilterCategoryField = 'assignees' | 'creationDate' | 'dueDate' | 'priority' | 'status' | 'company_id' | 'tag';
 export interface CockpitFilterCategory {
     matchingOperator: 'equal' | 'not_equal';
     values: FilterCategoryValueType[];
     valuesCombinationOperator: 'ANY' | 'ALL';
-    field?: AiAccountantFilterCategoryField | ManagementViewFilterCategoryField | SubscriptionViewFilterCategoryField | PortfolioViewFilterCategoryField | HealthMonitorViewFilterCategoryField;
+    field?: AiAccountantFilterCategoryField | ManagementViewFilterCategoryField | SubscriptionViewFilterCategoryField | PortfolioViewFilterCategoryField | HealthMonitorViewFilterCategoryField | TaskManagerViewFilterCategoryField;
 }
 export interface CockpitFilters {
     categories?: CockpitFilterCategory[];

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts

@@ -39,7 +39,7 @@ export declare const getLineItemsByTransactionsIdsFromResponse: (transactions: S
 export declare const getLineItemsByTransactionIdsFromLocalData: (transactionLocalData: TransactionReviewLocalDataSelectorView[], selectedTab: TransactionsTab) => Record<ID, string[]>;
 export declare const mergeTabSpecificLineItems: (currentTabSpecificLineItems: TabSpecificLineItems, selectedTab: TransactionsTab, newLineItems: TabSpecificLineItems) => TabSpecificLineItems;
 export declare const getSnackbarMessageForTransactionReview: (updatedCount: number, failedCount: number, categorizedCount: number) => {
-    messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "capitalization_threshold_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron";
+    messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "card_policy_created" | "card_policy_updated" | "card_policy_deleted" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "capitalization_threshold_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron";
     messageText: "notification" | "failed" | "success";
     type: "error" | "success" | "info";
     variables: {

package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts

@@ -20,7 +20,7 @@ export interface SaveReconciliationDetailFailurePayload {
     error: ZeniAPIStatus;
     fetchStateByAction: SaveReconcileDetailActionPayload;
 }
-export declare const toReconciliationTabsType: (v: string) => "reconcile" | "review";
+export declare const toReconciliationTabsType: (v: string) => "review" | "reconcile";
 export declare type ReconciliationViewTabType = ReturnType<typeof toReconciliationTabsType>;
 declare const toReconReconcileSortKeysType: (v: string) => "date" | "amount" | "type" | "account" | "memo" | "clearedDate" | "payee" | "transactionDirection" | "recommended";
 export declare type ReconReconcileSortKey = ReturnType<typeof toReconReconcileSortKeysType>;

package/lib/view/people/peopleTypes.d.ts

@@ -1,3 +1,3 @@
-declare const toPeopleSortKeyType: (v: string) => "role" | "manager" | "name" | "department" | "lastSeen";
+declare const toPeopleSortKeyType: (v: string) => "department" | "name" | "role" | "manager" | "lastSeen";
 export type PeopleViewSortKey = ReturnType<typeof toPeopleSortKeyType>;
 export {};

package/lib/view/scheduleView/scheduleListView/scheduleListTypes.d.ts

@@ -7,7 +7,7 @@ export declare const getScheduleListKey: (selectedCategory: ID, selectedTimefram
 export type ScheduleListKey = ReturnType<typeof getScheduleListKey>;
 export declare const toScheduleSubTabType: (v: string) => "completed" | "new" | "ongoing" | "all";
 export type ScheduleSubTabType = ReturnType<typeof toScheduleSubTabType>;
-declare const toScheduleSortKeyType: (v: string) => "months" | "amount" | "vendor" | "status" | "user" | "createTime" | "class" | "memo" | "balanceAsOfToday" | "transactionDate" | "transactionType" | "assetId" | "scheduleCategory" | "startMonth" | "accruedExpenseCategory" | "expenseCategory" | "accumulatedDepreciationCategory" | "endMonth";
+declare const toScheduleSortKeyType: (v: string) => "months" | "amount" | "vendor" | "status" | "class" | "user" | "createTime" | "memo" | "balanceAsOfToday" | "transactionDate" | "transactionType" | "assetId" | "scheduleCategory" | "startMonth" | "accruedExpenseCategory" | "expenseCategory" | "accumulatedDepreciationCategory" | "endMonth";
 export declare type ScheduleListSortKey = ReturnType<typeof toScheduleSortKeyType>;
 export interface DownloadJEScheduleTabOptions {
     categoryId: ID;

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

@@ -6,7 +6,7 @@ import { FundingAccount } from '../commonSetup/setupViewSelector';
 import { TreasuryAccount } from '../treasury/treasuryTransferMoney/treasuryTransferMoneyState';
 import { ReviewTransferDetail } from '../zeniAccounts/transferDetail/transferDetailState';
 import { AutoTransferRuleLocalData } from './autoTransferRulesPayload';
-import { AutoTransferRule } from './autoTransferRulesState';
+import { AutoTransferRule, CashManagementRule } from './autoTransferRulesState';
 export interface AutoTransferRulesSelectorView extends SelectorView {
     autoTransferReviewDetail: ReviewTransferDetail;
     createRuleFetchState: FetchStateAndError;
@@ -17,6 +17,13 @@ export interface AutoTransferRulesSelectorView extends SelectorView {
     transferMoneyParties: FundingAccount[];
     transferMoneyPartiesFetchState: FetchState;
     treasuryAccount: TreasuryAccount;
+    /**
+     * The user's saved auto-sweep cash-management config, surfaced here so the
+     * rules list page can render it alongside the auto-transfer rules.
+     * `undefined` when the user hasn't saved auto-sweep settings yet
+     * (i.e. `autoSweepFlowState.settingsId == null`).
+     */
+    cashManagementRule?: CashManagementRule;
     ruleHistory?: Record<string, CommonHistoryView>;
 }
 export declare const getAutoTransferRules: (state: RootState) => AutoTransferRulesSelectorView;

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

@@ -6,11 +6,30 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.getAutoTransferRuleHistory = exports.getAutoTransferRuleById = exports.getAutoTransferRules = void 0;
 const get_1 = __importDefault(require("lodash/get"));
 const reduceFetchState_1 = require("../../../commonStateTypes/reduceFetchState");
+const depositAccountSelector_1 = require("../../../entity/depositAccount/depositAccountSelector");
 const setupViewSelector_1 = require("../commonSetup/setupViewSelector");
 const depositAccountListSelector_1 = require("../zeniAccounts/depositAccountList/depositAccountListSelector");
 const paymentAccountListSelector_1 = require("../zeniAccounts/paymentAccountList/paymentAccountListSelector");
+const buildCashManagementRule = (autoSweepFlowState, depositAccountState, treasuryDetailState) => {
+    const { settingsId, bufferAmount, frequency, memo, primaryFundingAccountId, nextTransferDate } = autoSweepFlowState;
+    if (settingsId == null || primaryFundingAccountId == null) {
+        return undefined;
+    }
+    const depositAccount = (0, depositAccountSelector_1.getDepositAccountByDepositAccountId)(depositAccountState, primaryFundingAccountId);
+    return {
+        bufferAmount,
+        frequency,
+        memo,
+        settingsId,
+        primaryFundingAccount: depositAccount != null
+            ? (0, setupViewSelector_1.mapDepositAccToFundingAccount)(depositAccount)
+            : undefined,
+        treasurySummary: treasuryDetailState.accountSummary,
+        nextTransferDate,
+    };
+};
 const getAutoTransferRules = (state) => {
-    const { autotransferRulesState, depositAccountState, paymentAccountState, depositAccountListState, paymentAccountListState, treasuryDetailState, } = state;
+    const { autotransferRulesState, autoSweepFlowState, depositAccountState, paymentAccountState, depositAccountListState, paymentAccountListState, treasuryDetailState, } = state;
     const { rules, error, historyByRuleId, ruleUpdateLocalData, ruleUpdateStatusById, ruleDeleteStatusById, createRuleFetchState, autoTransferReviewDetail, } = autotransferRulesState;
     const depositAccountsView = (0, depositAccountListSelector_1.getAllDepositAccounts)(depositAccountState, depositAccountListState);
     const paymentAccountsView = (0, paymentAccountListSelector_1.getAllPaymentAccounts)(paymentAccountState, paymentAccountListState);
@@ -45,6 +64,7 @@ const getAutoTransferRules = (state) => {
         transferMoneyParties,
         transferMoneyPartiesFetchState,
         createRuleFetchState,
+        cashManagementRule: buildCashManagementRule(autoSweepFlowState, depositAccountState, treasuryDetailState),
         fetchState,
         error,
         version: 0,

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

@@ -1,6 +1,10 @@
+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 {
@@ -27,6 +31,24 @@ 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/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowPayload.d.ts

@@ -0,0 +1,47 @@
+import { Amount } from '../../../../commonStateTypes/amount';
+import { ID } from '../../../../commonStateTypes/common';
+import { DepositAccountPayload } from '../../../../entity/depositAccount/depositAccountPayload';
+import { ZeniAPIResponse } from '../../../../responsePayload';
+import { ZeniDate } from '../../../../zeniDayJS';
+import { AutoSweepFlowState, AutoSweepFrequency } from './autoSweepFlowState';
+/**
+ * Body sent to `PUT /cash-management/settings`. Field names match the
+ * cash-management-agent contract; `minimum_buffer_usd` is a plain number
+ * (the slice tracks the canonical `Amount` value).
+ */
+export type SaveAutoSweepSettingsBody = {
+    frequency: string;
+    memo: string;
+    minimum_buffer_usd: number;
+};
+export type SaveAutoSweepSettingsResponse = ZeniAPIResponse<unknown>;
+export declare const toSaveAutoSweepSettingsBody: (state: Pick<AutoSweepFlowState, "bufferAmount" | "frequency" | "memo">) => SaveAutoSweepSettingsBody;
+/**
+ * `source_bank_account` on the cash-management settings response matches the
+ * shared `DepositAccountPayload` shape, so the fetch epic dispatches it into
+ * the deposit-account entity bucket and the auto-sweep slice only keeps the
+ * id. The selector hydrates the full `FundingAccount` on read.
+ */
+export interface CashManagementSettingsPayload {
+    cash_management_settings_id: string | null;
+    frequency: string;
+    minimum_buffer_usd: number;
+    next_transfer_date: string;
+    source_bank_account: DepositAccountPayload;
+}
+export type CashManagementSettingsResponse = ZeniAPIResponse<CashManagementSettingsPayload>;
+/**
+ * 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 declare const toAutoSweepFlowStatePatch: (payload: CashManagementSettingsPayload) => {
+    bufferAmount: Amount;
+    frequency: AutoSweepFrequency;
+    nextTransferDate?: ZeniDate;
+    primaryFundingAccountId?: ID;
+    settingsId?: ID;
+};

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

@@ -0,0 +1,34 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.toAutoSweepFlowStatePatch = exports.toSaveAutoSweepSettingsBody = void 0;
+const amount_1 = require("../../../../commonStateTypes/amount");
+const zeniDayJS_1 = require("../../../../zeniDayJS");
+const autoSweepFlowState_1 = require("./autoSweepFlowState");
+const toSaveAutoSweepSettingsBody = (state) => ({
+    frequency: state.frequency,
+    memo: state.memo,
+    minimum_buffer_usd: state.bufferAmount.amount,
+});
+exports.toSaveAutoSweepSettingsBody = toSaveAutoSweepSettingsBody;
+/**
+ * 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.
+ */
+const toAutoSweepFlowStatePatch = (payload) => {
+    const currencyCode = payload.source_bank_account.balances?.currency_code;
+    const currencySymbol = payload.source_bank_account.balances?.currency_symbol;
+    return {
+        bufferAmount: (0, amount_1.toAmount)(payload.minimum_buffer_usd, currencyCode ?? 'USD', currencySymbol ?? '$'),
+        frequency: (0, autoSweepFlowState_1.toAutoSweepFrequency)(payload.frequency) ?? 'weekly',
+        nextTransferDate: payload.next_transfer_date != null && payload.next_transfer_date !== ''
+            ? (0, zeniDayJS_1.date)(payload.next_transfer_date)
+            : undefined,
+        primaryFundingAccountId: payload.source_bank_account.deposit_account_id ?? undefined,
+        settingsId: payload.cash_management_settings_id ?? undefined,
+    };
+};
+exports.toAutoSweepFlowStatePatch = toAutoSweepFlowStatePatch;

package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer.d.ts

@@ -0,0 +1,23 @@
+import { Amount } from '../../../../commonStateTypes/amount';
+import { FetchState } from '../../../../commonStateTypes/common';
+import { ZeniAPIStatus } from '../../../../responsePayload';
+import { CashManagementSettingsPayload } from './autoSweepFlowPayload';
+import { AutoSweepFlowState, AutoSweepFrequency } from './autoSweepFlowState';
+export declare const initialState: AutoSweepFlowState;
+export declare const fetchCashManagementSettings: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"autoSweepFlow/fetchCashManagementSettings">, updateCashManagementSettings: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    data: CashManagementSettingsPayload;
+}, "autoSweepFlow/updateCashManagementSettings">, updateCashManagementSettingsFetchStatus: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    fetchState: FetchState;
+    error?: ZeniAPIStatus;
+}, "autoSweepFlow/updateCashManagementSettingsFetchStatus">, updateAutoSweepRisk: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    bufferAmount: Amount;
+}, "autoSweepFlow/updateAutoSweepRisk">, updateAutoSweepDraft: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    bufferAmount: Amount;
+    frequency: AutoSweepFrequency;
+    memo: string;
+}, "autoSweepFlow/updateAutoSweepDraft">, saveAutoSweepSettings: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"autoSweepFlow/saveAutoSweepSettings">, updateAutoSweepSettingsFetchStatus: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    fetchState: FetchState;
+    error?: ZeniAPIStatus;
+}, "autoSweepFlow/updateAutoSweepSettingsFetchStatus">, clearAutoSweepFlow: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"autoSweepFlow/clearAutoSweepFlow">;
+declare const _default: import("redux").Reducer<AutoSweepFlowState>;
+export default _default;

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

@@ -0,0 +1,82 @@
+"use strict";
+var _a;
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.clearAutoSweepFlow = exports.updateAutoSweepSettingsFetchStatus = exports.saveAutoSweepSettings = exports.updateAutoSweepDraft = exports.updateAutoSweepRisk = exports.updateCashManagementSettingsFetchStatus = exports.updateCashManagementSettings = exports.fetchCashManagementSettings = exports.initialState = void 0;
+const toolkit_1 = require("@reduxjs/toolkit");
+const autoSweepFlowPayload_1 = require("./autoSweepFlowPayload");
+const autoSweepFlowState_1 = require("./autoSweepFlowState");
+exports.initialState = autoSweepFlowState_1.initialAutoSweepFlowState;
+const autoSweepFlow = (0, toolkit_1.createSlice)({
+    name: 'autoSweepFlow',
+    initialState: exports.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 = (0, autoSweepFlowPayload_1.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 autoSweepFlowState_1.initialAutoSweepFlowState;
+        },
+    },
+});
+_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;
+exports.default = autoSweepFlow.reducer;