@zeniai/client-epic-state 5.0.96 → 5.0.97

package/lib/esm/view/companyTaskManagerView/companyTaskManagerViewReducer.js

@@ -3,7 +3,8 @@ export const initialUIState = {
     filterText: '',
     sortKey: 'dueDate',
     sortOrder: 'descending',
-    pageToken: null,
+    from: 0,
+    filters: {},
 };
 const initialMetrics = {
     closed: 0,
@@ -18,6 +19,13 @@ export const initialState = {
     metrics: initialMetrics,
     metricsFetchState: 'Not-Started',
     uiState: initialUIState,
+    cockpitContext: {
+        fetchState: 'Not-Started',
+        error: undefined,
+        companyIds: [],
+        userIds: [],
+        userGroupIds: [],
+    },
     hasValidState() {
         return this.fetchState == 'Completed';
     },
@@ -28,10 +36,11 @@ const companyTaskManagerView = createSlice({
     initialState,
     reducers: {
         fetchCompanyTaskManagerView: {
-            prepare(pageToken, sortKey, sortOrder, keepExistingListItems = true, searchString) {
+            prepare(from, sortKey, sortOrder, keepExistingListItems = true, searchString, filters) {
                 return {
                     payload: {
-                        pageToken,
+                        from,
+                        filters,
                         searchString,
                         sortKey,
                         sortOrder,
@@ -40,10 +49,10 @@ const companyTaskManagerView = createSlice({
                 };
             },
             reducer(draft, action) {
-                const { pageToken, searchString, sortKey, sortOrder, keepExistingListItems, } = action.payload;
+                const { from, searchString, sortKey, sortOrder, keepExistingListItems } = action.payload;
                 draft.uiState.sortKey = sortKey;
                 draft.uiState.sortOrder = sortOrder;
-                draft.uiState.pageToken = pageToken;
+                draft.uiState.from = from;
                 if (keepExistingListItems === false) {
                     draft.taskIds = [];
                 }
@@ -56,15 +65,14 @@ const companyTaskManagerView = createSlice({
         },
         updateCompanyTaskManagerViewOnSuccess(draft, action) {
             const { data } = action.payload;
-            const { tasks, query, total_count } = data;
+            const tasks = data.aggregations.group_by_company_name.buckets.flatMap((bucket) => bucket.tasks);
             draft.fetchState = 'Completed';
             draft.error = undefined;
             draft.taskIds = [...draft.taskIds, ...tasks.map((task) => task.task_id)];
-            // consider total count only when fetching for first time
-            if (draft.uiState.filterText === '' && draft.uiState.pageToken == null) {
-                draft.totalTaskCount = total_count;
+            if (draft.uiState.filterText === '' && draft.uiState.from === 0) {
+                draft.totalTaskCount = data.total;
             }
-            draft.uiState.pageToken = query.page_token;
+            draft.uiState.from = data.from + data.limit;
         },
         updateCompanyTaskManagerViewOnFailure: {
             reducer(draft, action) {
@@ -85,10 +93,30 @@ const companyTaskManagerView = createSlice({
         updateTaskManagerMetricsOnFailure(draft) {
             draft.metricsFetchState = 'Error';
         },
+        updateCompanyTaskManagerViewFilters(draft, action) {
+            if (action.payload.filters != null) {
+                draft.uiState.filters = action.payload.filters;
+            }
+        },
+        fetchCockpitContext(draft) {
+            draft.cockpitContext.fetchState = 'In-Progress';
+            draft.cockpitContext.error = undefined;
+        },
+        updateCockpitContextOnSuccess(draft, action) {
+            draft.cockpitContext.fetchState = 'Completed';
+            draft.cockpitContext.error = undefined;
+            draft.cockpitContext.companyIds = action.payload.companyIds;
+            draft.cockpitContext.userIds = action.payload.userIds;
+            draft.cockpitContext.userGroupIds = action.payload.userGroupIds;
+        },
+        updateCockpitContextOnFailure(draft, action) {
+            draft.cockpitContext.fetchState = 'Error';
+            draft.cockpitContext.error = action.payload;
+        },
         clearCompanyTaskManagerView(draft) {
             Object.assign(draft, initialState);
         },
     },
 });
-export const { fetchCompanyTaskManagerView, updateCompanyTaskManagerViewOnSuccess, updateCompanyTaskManagerViewOnFailure, fetchTaskManagerMetrics, updateTaskManagerMetrics, updateTaskManagerMetricsOnFailure, clearCompanyTaskManagerView, } = companyTaskManagerView.actions;
+export const { fetchCompanyTaskManagerView, updateCompanyTaskManagerViewOnSuccess, updateCompanyTaskManagerViewOnFailure, fetchTaskManagerMetrics, updateTaskManagerMetrics, updateTaskManagerMetricsOnFailure, clearCompanyTaskManagerView, updateCompanyTaskManagerViewFilters, fetchCockpitContext, updateCockpitContextOnSuccess, updateCockpitContextOnFailure, } = companyTaskManagerView.actions;
 export default companyTaskManagerView.reducer;

package/lib/esm/view/companyTaskManagerView/companyTaskManagerViewSelector.js

@@ -1,10 +1,11 @@
 import { createSelector } from '@reduxjs/toolkit';
-import { getCompanyByCompanyId } from '../../entity/company/companySelector';
+import { reduceAnyFetchState } from '../../commonStateTypes/reduceFetchState';
+import { getCompanyByCompanyId, getCompanyByCompanyIds, } from '../../entity/company/companySelector';
 import { getTagsByIds } from '../../entity/tag/tagSelector';
 import { getTaskById } from '../../entity/task/taskSelector';
 import { getUserByUserId, getUsersByUserIds, } from '../../entity/user/userSelector';
 export const getCompanyTaskManagerView = createSelector((state) => state.companyTaskManagerViewState, (state) => state.companyState, (state) => state.userState, (state) => state.taskState, (state) => state.tagState, (companyTaskManagerViewState, companyState, userState, taskState, tagState) => {
-    const { taskIds, uiState, fetchState, error, totalTaskCount, metrics, metricsFetchState, } = companyTaskManagerViewState;
+    const { taskIds, uiState, totalTaskCount, metrics, metricsFetchState } = companyTaskManagerViewState;
     const tasksList = [];
     taskIds.forEach((taskId) => {
         const task = getTaskById(taskState, taskId);
@@ -26,13 +27,22 @@ export const getCompanyTaskManagerView = createSelector((state) => state.company
             }
         }
     });
+    const allCompanyIds = companyTaskManagerViewState.cockpitContext.companyIds;
+    const companies = getCompanyByCompanyIds(companyState, allCompanyIds).map((c) => c.company);
+    const users = getUsersByUserIds(userState, companyTaskManagerViewState.cockpitContext.userIds);
+    const fetchStateAndError = reduceAnyFetchState([
+        companyTaskManagerViewState,
+        companyTaskManagerViewState.cockpitContext,
+    ]);
     return {
+        companies,
         metrics,
         metricsFetchState,
         tasksList,
         uiState,
-        fetchState,
-        error,
+        fetchState: fetchStateAndError.fetchState,
+        error: fetchStateAndError.error,
         totalTaskCount,
+        users,
     };
 });

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

@@ -0,0 +1,38 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { updateCompanies } from '../../../entity/company/companyReducer';
+import { updateAllUsers } from '../../../entity/user/userReducer';
+import { updateAllUserGroups } from '../../../entity/userGroups/userGroupsReducer';
+import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
+import { fetchCockpitContext, updateCockpitContextOnFailure, updateCockpitContextOnSuccess, } from '../companyTaskManagerViewReducer';
+export const fetchCockpitContextEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchCockpitContext.match), switchMap(() => zeniAPI
+    .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels/cockpit-context`)
+    .pipe(mergeMap((response) => {
+    if (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 = [
+            updateCompanies({
+                payload: response.data.companies,
+                schema: {},
+            }),
+            updateAllUsers({ users: response.data.users }),
+            updateAllUserGroups({
+                userGroups: response.data.user_groups,
+            }),
+            updateCockpitContextOnSuccess({
+                companyIds,
+                userIds,
+                userGroupIds,
+            }),
+        ];
+        return from(actions);
+    }
+    else {
+        return of(updateCockpitContextOnFailure(response.status));
+    }
+}), catchError((error) => of(updateCockpitContextOnFailure(createZeniAPIStatus('Unexpected error', 'Cockpit context fetch errored out' + JSON.stringify(error))))))));

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

@@ -1,51 +1,35 @@
 import { from } from 'rxjs';
 import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { getSortOrder } from '../../../commonPayloadTypes/sortOrderPayload';
-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 { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { fetchCompanyTaskManagerView, updateCompanyTaskManagerViewOnFailure, updateCompanyTaskManagerViewOnSuccess, } from '../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;
 export const fetchCompanyTaskManagerViewEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchCompanyTaskManagerView.match), switchMap((action) => {
-    const { pageToken, sortKey, sortOrder, searchString } = action.payload;
+    const { from: fromOffset, searchString, sortKey, sortOrder, filters, } = action.payload;
     const queryValue = {
-        page_token: pageToken,
+        size: DEFAULT_PAGE_SIZE,
+        from: fromOffset,
+        global_search: searchString ?? '',
         sort_by: toSortKeyPayload(sortKey),
         sort_order: getSortOrder(sortOrder),
-        search_text: searchString ?? '',
-        view: 'cockpit_task_manager_view',
+        filter_join: filters?.categoryCombinationOperator === 'AND' ? 'and' : 'or',
+        ...(filters?.categories != null && filters.categories.length > 0
+            ? { filter_by: toFilterByPayload(filters) }
+            : {}),
     };
     return zeniAPI
-        .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels/tasks?query=${encodeURIComponent(JSON.stringify(queryValue))}`)
+        .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels/tasks-es?query=${encodeURIComponent(JSON.stringify(queryValue))}`)
         .pipe(mergeMap((response) => {
         if (isSuccessResponse(response) && response.data != null) {
-            const tasksList = response.data.tasks;
+            const tasksList = response.data.aggregations.group_by_company_name.buckets.flatMap((bucket) => bucket.tasks);
             const actions = [
                 updateCompanyTaskManagerViewOnSuccess({
                     data: response.data,
                 }),
                 updateTasks(tasksList),
-                updateCompanies({
-                    payload: response.data.companies,
-                    schema: {},
-                }),
-                updateTags(tasksList.map((task) => task.tags).flat()),
-                updateAllUsers({ users: response.data.users }),
+                updateTags(tasksList.flatMap((task) => task.tags)),
             ];
             return from(actions);
         }
@@ -62,3 +46,28 @@ export const fetchCompanyTaskManagerViewEpic = (actions$, _state$, zeniAPI) => a
         return from(actions);
     }));
 }));
+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/esm/view/companyTaskManagerView/epics/updateCompanyTaskManagerViewFiltersEpic.js

@@ -0,0 +1,16 @@
+import { EMPTY, of } from 'rxjs';
+import { filter, switchMap } from 'rxjs/operators';
+import { fetchCompanyTaskManagerView, updateCompanyTaskManagerViewFilters, } from '../companyTaskManagerViewReducer';
+export const updateCompanyTaskManagerViewFiltersEpic = (actions$, state$) => actions$.pipe(filter(updateCompanyTaskManagerViewFilters.match), switchMap((action) => {
+    const filters = action.payload.filters;
+    const allCategoriesValid = filters?.categories == null
+        ? true
+        : filters?.categories?.every((category) => category.field != null &&
+            category.values != null &&
+            category.values.length > 0);
+    if (!allCategoriesValid) {
+        return EMPTY;
+    }
+    const { uiState } = state$.value.companyTaskManagerViewState;
+    return of(fetchCompanyTaskManagerView(0, uiState.sortKey, uiState.sortOrder, false, uiState.filterText, filters));
+}));

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

@@ -21,7 +21,7 @@ export const fetchAllCockpitViewsEpic = (actions$, state$) => actions$.pipe(filt
             fetchReviewCompanyView(),
             fetchCompanyHealthMetricView(),
             fetchCompanyMetaData(),
-            fetchCompanyTaskManagerView(null, 'dueDate', 'descending', false),
+            fetchCompanyTaskManagerView(0, 'dueDate', 'descending', false),
             fetchCompanyHealthMetricConfig(),
         ]);
     }
@@ -74,7 +74,7 @@ export const fetchAllCockpitViewsEpic = (actions$, state$) => actions$.pipe(filt
         }
         if (state.companyTaskManagerViewState.fetchState !== 'In-Progress' &&
             state.companyTaskManagerViewState.hasValidState() === false) {
-            fetchActions.push(fetchCompanyTaskManagerView(null, 'dueDate', 'descending', false));
+            fetchActions.push(fetchCompanyTaskManagerView(0, 'dueDate', 'descending', false));
         }
         return from(fetchActions);
     }

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

@@ -1,10 +1,29 @@
 import recordGet from 'lodash/get';
 import { reduceAllFetchState } from '../../../commonStateTypes/reduceFetchState';
-import { getAllFundingAccounts, } from '../commonSetup/setupViewSelector';
+import { getDepositAccountByDepositAccountId } from '../../../entity/depositAccount/depositAccountSelector';
+import { getAllFundingAccounts, mapDepositAccToFundingAccount, } from '../commonSetup/setupViewSelector';
 import { getAllDepositAccounts } from '../zeniAccounts/depositAccountList/depositAccountListSelector';
 import { getAllPaymentAccounts } from '../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 = getDepositAccountByDepositAccountId(depositAccountState, primaryFundingAccountId);
+    return {
+        bufferAmount,
+        frequency,
+        memo,
+        settingsId,
+        primaryFundingAccount: depositAccount != null
+            ? mapDepositAccToFundingAccount(depositAccount)
+            : undefined,
+        treasurySummary: treasuryDetailState.accountSummary,
+        nextTransferDate,
+    };
+};
 export 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 = getAllDepositAccounts(depositAccountState, depositAccountListState);
     const paymentAccountsView = getAllPaymentAccounts(paymentAccountState, paymentAccountListState);
@@ -39,6 +58,7 @@ export const getAutoTransferRules = (state) => {
         transferMoneyParties,
         transferMoneyPartiesFetchState,
         createRuleFetchState,
+        cashManagementRule: buildCashManagementRule(autoSweepFlowState, depositAccountState, treasuryDetailState),
         fetchState,
         error,
         version: 0,

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

@@ -0,0 +1,29 @@
+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

@@ -0,0 +1,78 @@
+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

@@ -0,0 +1,47 @@
+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

@@ -0,0 +1,47 @@
+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

@@ -0,0 +1,34 @@
+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

@@ -0,0 +1,32 @@
+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))),
+    }))));
+}));