@zeniai/client-epic-state 5.0.99 → 5.1.0-betaAK1

package/lib/view/companyView/companyViewReducer.d.ts

@@ -68,16 +68,17 @@ export declare const fetchCompanyPassportView: import("@reduxjs/toolkit").Action
     enabled: boolean;
 }, "companyView/updateAccountingClassesEnabled", never, never>, updateAccountingClassesEnabledSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"companyView/updateAccountingClassesEnabledSuccess">, updateAccountingClassesEnabledFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     status: ZeniAPIStatus;
-}, "companyView/updateAccountingClassesEnabledFailure">, updateCapitalizationThreshold: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, capitalizationThreshold: number | null, capitalizationThresholdMaxCeiling: number | null, dismissOnboardingForPopupType?: "prepaid" | "fixed_asset" | undefined], {
+}, "companyView/updateAccountingClassesEnabledFailure">, updateCapitalizationAccountThreshold: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, accountId: string, threshold: number | null, dismissOnboardingForAccount?: boolean | undefined, allOverrides?: Record<string, number> | null | undefined], {
     companyId: string;
-    capitalizationThreshold: number | null;
-    capitalizationThresholdMaxCeiling: number | null;
-    dismissOnboardingForPopupType: "prepaid" | "fixed_asset" | undefined;
-}, "companyView/updateCapitalizationThreshold", never, never>, updateCapitalizationThresholdSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"companyView/updateCapitalizationThresholdSuccess">, updateCapitalizationThresholdFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    accountId: string;
+    threshold: number | null;
+    dismissOnboardingForAccount: boolean | undefined;
+    allOverrides: Record<string, number> | null | undefined;
+}, "companyView/updateCapitalizationAccountThreshold", never, never>, updateCapitalizationAccountThresholdSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"companyView/updateCapitalizationAccountThresholdSuccess">, updateCapitalizationAccountThresholdFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     status: ZeniAPIStatus;
-}, "companyView/updateCapitalizationThresholdFailure">, dismissCapitalizationOnboarding: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, popupType: "prepaid" | "fixed_asset"], {
+}, "companyView/updateCapitalizationAccountThresholdFailure">, dismissCapitalizationOnboarding: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, accountId: string], {
     companyId: string;
-    popupType: "prepaid" | "fixed_asset";
+    accountId: string;
 }, "companyView/dismissCapitalizationOnboarding", never, never>, companyPassportUpdatePrimaryContact: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, primaryContact: PrimaryContactLocalData], {
     companyId: string;
     primaryContact: PrimaryContactLocalData;

package/lib/view/companyView/companyViewReducer.js

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateParentSubsidiaryViewOnFailure = exports.updateParentSubsidiaryView = exports.fetchParentSubsidiaryManagementView = exports.saveCompanyPassportDetails = exports.saveIndustryAndIncDateInCompanyPassportLocalStore = exports.updateCompanyPassportLocalStoreData = exports.companyPassportCreateCompanyOfficersFailure = exports.companyPassportCreateCompanyOfficersSuccess = exports.companyPassportCreateCompanyOfficers = exports.companyPassportUpdateCompanyOfficerFailure = exports.companyPassportUpdateCompanyOfficerSuccess = exports.companyPassportUpdateCompanyOfficer = exports.companyPassportUpdatePrimaryContactFailure = exports.companyPassportUpdatePrimaryContactSuccess = exports.companyPassportUpdatePrimaryContact = exports.dismissCapitalizationOnboarding = exports.updateCapitalizationThresholdFailure = exports.updateCapitalizationThresholdSuccess = exports.updateCapitalizationThreshold = exports.updateAccountingClassesEnabledFailure = exports.updateAccountingClassesEnabledSuccess = exports.updateAccountingClassesEnabled = exports.companyPassportUpdateCompanyDetailsFailure = exports.companyPassportUpdateCompanyDetailsSuccess = exports.companyPassportUpdateCompanyDetails = exports.companyPassportClearDataInLocalStore = exports.deleteCompanyOfficerInLocalStore = exports.companyPassportSaveDataInLocalStore = exports.updateCompanyManagementUIState = exports.updateCompanyPortfolioUIState = exports.clearCompanyView = exports.updateZeniUsersOnFailure = exports.updateZeniUsersOnSuccess = exports.fetchZeniUsers = exports.fetchCompanyPortfolioView = exports.updateCompanyViewOnFailure = exports.updateCompanyViewOnSuccess = exports.companyManagementSaveUpdatesFailure = exports.companyManagementSaveUpdatesSuccess = exports.companyManagementDiscardUpdates = exports.companyManagementSavePendingUpdates = exports.companyManagementSaveUpdates = exports.fetchCompanyManagementView = exports.fetchPortfolioView = exports.fetchSubscriptionView = exports.fetchManagementView = exports.fetchOnboardingView = exports.fetchAllCockpitViews = exports.fetchCompanyPassportView = exports.initialState = void 0;
+exports.updateParentSubsidiaryViewOnFailure = exports.updateParentSubsidiaryView = exports.fetchParentSubsidiaryManagementView = exports.saveCompanyPassportDetails = exports.saveIndustryAndIncDateInCompanyPassportLocalStore = exports.updateCompanyPassportLocalStoreData = exports.companyPassportCreateCompanyOfficersFailure = exports.companyPassportCreateCompanyOfficersSuccess = exports.companyPassportCreateCompanyOfficers = exports.companyPassportUpdateCompanyOfficerFailure = exports.companyPassportUpdateCompanyOfficerSuccess = exports.companyPassportUpdateCompanyOfficer = exports.companyPassportUpdatePrimaryContactFailure = exports.companyPassportUpdatePrimaryContactSuccess = exports.companyPassportUpdatePrimaryContact = exports.dismissCapitalizationOnboarding = exports.updateCapitalizationAccountThresholdFailure = exports.updateCapitalizationAccountThresholdSuccess = exports.updateCapitalizationAccountThreshold = exports.updateAccountingClassesEnabledFailure = exports.updateAccountingClassesEnabledSuccess = exports.updateAccountingClassesEnabled = exports.companyPassportUpdateCompanyDetailsFailure = exports.companyPassportUpdateCompanyDetailsSuccess = exports.companyPassportUpdateCompanyDetails = exports.companyPassportClearDataInLocalStore = exports.deleteCompanyOfficerInLocalStore = exports.companyPassportSaveDataInLocalStore = exports.updateCompanyManagementUIState = exports.updateCompanyPortfolioUIState = exports.clearCompanyView = exports.updateZeniUsersOnFailure = exports.updateZeniUsersOnSuccess = exports.fetchZeniUsers = exports.fetchCompanyPortfolioView = exports.updateCompanyViewOnFailure = exports.updateCompanyViewOnSuccess = exports.companyManagementSaveUpdatesFailure = exports.companyManagementSaveUpdatesSuccess = exports.companyManagementDiscardUpdates = exports.companyManagementSavePendingUpdates = exports.companyManagementSaveUpdates = exports.fetchCompanyManagementView = exports.fetchPortfolioView = exports.fetchSubscriptionView = exports.fetchManagementView = exports.fetchOnboardingView = exports.fetchAllCockpitViews = exports.fetchCompanyPassportView = exports.initialState = void 0;
 exports.updateMetaDataOnSendMonthEndReport = exports.updateCompanyMetaDataOnFailure = exports.updateCompanyMetaDataOnSuccess = exports.fetchCompanyMetaData = exports.updateCompanyDownloadState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const parentSubsidiaryViewState_1 = require("./parentSubsidiaryView/parentSubsidiaryViewState");
@@ -314,14 +314,15 @@ const companyView = (0, toolkit_1.createSlice)({
                 error: action.payload.status,
             };
         },
-        updateCapitalizationThreshold: {
-            prepare(companyId, capitalizationThreshold, capitalizationThresholdMaxCeiling, dismissOnboardingForPopupType) {
+        updateCapitalizationAccountThreshold: {
+            prepare(companyId, accountId, threshold, dismissOnboardingForAccount, allOverrides) {
                 return {
                     payload: {
                         companyId,
-                        capitalizationThreshold,
-                        capitalizationThresholdMaxCeiling,
-                        dismissOnboardingForPopupType,
+                        accountId,
+                        threshold,
+                        dismissOnboardingForAccount,
+                        allOverrides,
                     },
                 };
             },
@@ -334,21 +335,21 @@ const companyView = (0, toolkit_1.createSlice)({
                 };
             },
         },
-        updateCapitalizationThresholdSuccess(draft) {
+        updateCapitalizationAccountThresholdSuccess(draft) {
             draft.passportView.capitalizationThresholdUpdateStatus = {
                 fetchState: 'Completed',
                 error: undefined,
             };
         },
-        updateCapitalizationThresholdFailure(draft, action) {
+        updateCapitalizationAccountThresholdFailure(draft, action) {
             draft.passportView.capitalizationThresholdUpdateStatus = {
                 fetchState: 'Error',
                 error: action.payload.status,
             };
         },
         dismissCapitalizationOnboarding: {
-            prepare(companyId, popupType) {
-                return { payload: { companyId, popupType } };
+            prepare(companyId, accountId) {
+                return { payload: { companyId, accountId } };
             },
             reducer(
             // eslint-disable-next-line @typescript-eslint/no-unused-vars
@@ -631,5 +632,5 @@ const companyView = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = companyView.actions, exports.fetchCompanyPassportView = _a.fetchCompanyPassportView, exports.fetchAllCockpitViews = _a.fetchAllCockpitViews, exports.fetchOnboardingView = _a.fetchOnboardingView, exports.fetchManagementView = _a.fetchManagementView, exports.fetchSubscriptionView = _a.fetchSubscriptionView, exports.fetchPortfolioView = _a.fetchPortfolioView, exports.fetchCompanyManagementView = _a.fetchCompanyManagementView, exports.companyManagementSaveUpdates = _a.companyManagementSaveUpdates, exports.companyManagementSavePendingUpdates = _a.companyManagementSavePendingUpdates, exports.companyManagementDiscardUpdates = _a.companyManagementDiscardUpdates, exports.companyManagementSaveUpdatesSuccess = _a.companyManagementSaveUpdatesSuccess, exports.companyManagementSaveUpdatesFailure = _a.companyManagementSaveUpdatesFailure, exports.updateCompanyViewOnSuccess = _a.updateCompanyViewOnSuccess, exports.updateCompanyViewOnFailure = _a.updateCompanyViewOnFailure, exports.fetchCompanyPortfolioView = _a.fetchCompanyPortfolioView, exports.fetchZeniUsers = _a.fetchZeniUsers, exports.updateZeniUsersOnSuccess = _a.updateZeniUsersOnSuccess, exports.updateZeniUsersOnFailure = _a.updateZeniUsersOnFailure, exports.clearCompanyView = _a.clearCompanyView, exports.updateCompanyPortfolioUIState = _a.updateCompanyPortfolioUIState, exports.updateCompanyManagementUIState = _a.updateCompanyManagementUIState, exports.companyPassportSaveDataInLocalStore = _a.companyPassportSaveDataInLocalStore, exports.deleteCompanyOfficerInLocalStore = _a.deleteCompanyOfficerInLocalStore, exports.companyPassportClearDataInLocalStore = _a.companyPassportClearDataInLocalStore, exports.companyPassportUpdateCompanyDetails = _a.companyPassportUpdateCompanyDetails, exports.companyPassportUpdateCompanyDetailsSuccess = _a.companyPassportUpdateCompanyDetailsSuccess, exports.companyPassportUpdateCompanyDetailsFailure = _a.companyPassportUpdateCompanyDetailsFailure, exports.updateAccountingClassesEnabled = _a.updateAccountingClassesEnabled, exports.updateAccountingClassesEnabledSuccess = _a.updateAccountingClassesEnabledSuccess, exports.updateAccountingClassesEnabledFailure = _a.updateAccountingClassesEnabledFailure, exports.updateCapitalizationThreshold = _a.updateCapitalizationThreshold, exports.updateCapitalizationThresholdSuccess = _a.updateCapitalizationThresholdSuccess, exports.updateCapitalizationThresholdFailure = _a.updateCapitalizationThresholdFailure, exports.dismissCapitalizationOnboarding = _a.dismissCapitalizationOnboarding, exports.companyPassportUpdatePrimaryContact = _a.companyPassportUpdatePrimaryContact, exports.companyPassportUpdatePrimaryContactSuccess = _a.companyPassportUpdatePrimaryContactSuccess, exports.companyPassportUpdatePrimaryContactFailure = _a.companyPassportUpdatePrimaryContactFailure, exports.companyPassportUpdateCompanyOfficer = _a.companyPassportUpdateCompanyOfficer, exports.companyPassportUpdateCompanyOfficerSuccess = _a.companyPassportUpdateCompanyOfficerSuccess, exports.companyPassportUpdateCompanyOfficerFailure = _a.companyPassportUpdateCompanyOfficerFailure, exports.companyPassportCreateCompanyOfficers = _a.companyPassportCreateCompanyOfficers, exports.companyPassportCreateCompanyOfficersSuccess = _a.companyPassportCreateCompanyOfficersSuccess, exports.companyPassportCreateCompanyOfficersFailure = _a.companyPassportCreateCompanyOfficersFailure, exports.updateCompanyPassportLocalStoreData = _a.updateCompanyPassportLocalStoreData, exports.saveIndustryAndIncDateInCompanyPassportLocalStore = _a.saveIndustryAndIncDateInCompanyPassportLocalStore, exports.saveCompanyPassportDetails = _a.saveCompanyPassportDetails, exports.fetchParentSubsidiaryManagementView = _a.fetchParentSubsidiaryManagementView, exports.updateParentSubsidiaryView = _a.updateParentSubsidiaryView, exports.updateParentSubsidiaryViewOnFailure = _a.updateParentSubsidiaryViewOnFailure, exports.updateCompanyDownloadState = _a.updateCompanyDownloadState, exports.fetchCompanyMetaData = _a.fetchCompanyMetaData, exports.updateCompanyMetaDataOnSuccess = _a.updateCompanyMetaDataOnSuccess, exports.updateCompanyMetaDataOnFailure = _a.updateCompanyMetaDataOnFailure, exports.updateMetaDataOnSendMonthEndReport = _a.updateMetaDataOnSendMonthEndReport;
+_a = companyView.actions, exports.fetchCompanyPassportView = _a.fetchCompanyPassportView, exports.fetchAllCockpitViews = _a.fetchAllCockpitViews, exports.fetchOnboardingView = _a.fetchOnboardingView, exports.fetchManagementView = _a.fetchManagementView, exports.fetchSubscriptionView = _a.fetchSubscriptionView, exports.fetchPortfolioView = _a.fetchPortfolioView, exports.fetchCompanyManagementView = _a.fetchCompanyManagementView, exports.companyManagementSaveUpdates = _a.companyManagementSaveUpdates, exports.companyManagementSavePendingUpdates = _a.companyManagementSavePendingUpdates, exports.companyManagementDiscardUpdates = _a.companyManagementDiscardUpdates, exports.companyManagementSaveUpdatesSuccess = _a.companyManagementSaveUpdatesSuccess, exports.companyManagementSaveUpdatesFailure = _a.companyManagementSaveUpdatesFailure, exports.updateCompanyViewOnSuccess = _a.updateCompanyViewOnSuccess, exports.updateCompanyViewOnFailure = _a.updateCompanyViewOnFailure, exports.fetchCompanyPortfolioView = _a.fetchCompanyPortfolioView, exports.fetchZeniUsers = _a.fetchZeniUsers, exports.updateZeniUsersOnSuccess = _a.updateZeniUsersOnSuccess, exports.updateZeniUsersOnFailure = _a.updateZeniUsersOnFailure, exports.clearCompanyView = _a.clearCompanyView, exports.updateCompanyPortfolioUIState = _a.updateCompanyPortfolioUIState, exports.updateCompanyManagementUIState = _a.updateCompanyManagementUIState, exports.companyPassportSaveDataInLocalStore = _a.companyPassportSaveDataInLocalStore, exports.deleteCompanyOfficerInLocalStore = _a.deleteCompanyOfficerInLocalStore, exports.companyPassportClearDataInLocalStore = _a.companyPassportClearDataInLocalStore, exports.companyPassportUpdateCompanyDetails = _a.companyPassportUpdateCompanyDetails, exports.companyPassportUpdateCompanyDetailsSuccess = _a.companyPassportUpdateCompanyDetailsSuccess, exports.companyPassportUpdateCompanyDetailsFailure = _a.companyPassportUpdateCompanyDetailsFailure, exports.updateAccountingClassesEnabled = _a.updateAccountingClassesEnabled, exports.updateAccountingClassesEnabledSuccess = _a.updateAccountingClassesEnabledSuccess, exports.updateAccountingClassesEnabledFailure = _a.updateAccountingClassesEnabledFailure, exports.updateCapitalizationAccountThreshold = _a.updateCapitalizationAccountThreshold, exports.updateCapitalizationAccountThresholdSuccess = _a.updateCapitalizationAccountThresholdSuccess, exports.updateCapitalizationAccountThresholdFailure = _a.updateCapitalizationAccountThresholdFailure, exports.dismissCapitalizationOnboarding = _a.dismissCapitalizationOnboarding, exports.companyPassportUpdatePrimaryContact = _a.companyPassportUpdatePrimaryContact, exports.companyPassportUpdatePrimaryContactSuccess = _a.companyPassportUpdatePrimaryContactSuccess, exports.companyPassportUpdatePrimaryContactFailure = _a.companyPassportUpdatePrimaryContactFailure, exports.companyPassportUpdateCompanyOfficer = _a.companyPassportUpdateCompanyOfficer, exports.companyPassportUpdateCompanyOfficerSuccess = _a.companyPassportUpdateCompanyOfficerSuccess, exports.companyPassportUpdateCompanyOfficerFailure = _a.companyPassportUpdateCompanyOfficerFailure, exports.companyPassportCreateCompanyOfficers = _a.companyPassportCreateCompanyOfficers, exports.companyPassportCreateCompanyOfficersSuccess = _a.companyPassportCreateCompanyOfficersSuccess, exports.companyPassportCreateCompanyOfficersFailure = _a.companyPassportCreateCompanyOfficersFailure, exports.updateCompanyPassportLocalStoreData = _a.updateCompanyPassportLocalStoreData, exports.saveIndustryAndIncDateInCompanyPassportLocalStore = _a.saveIndustryAndIncDateInCompanyPassportLocalStore, exports.saveCompanyPassportDetails = _a.saveCompanyPassportDetails, exports.fetchParentSubsidiaryManagementView = _a.fetchParentSubsidiaryManagementView, exports.updateParentSubsidiaryView = _a.updateParentSubsidiaryView, exports.updateParentSubsidiaryViewOnFailure = _a.updateParentSubsidiaryViewOnFailure, exports.updateCompanyDownloadState = _a.updateCompanyDownloadState, exports.fetchCompanyMetaData = _a.fetchCompanyMetaData, exports.updateCompanyMetaDataOnSuccess = _a.updateCompanyMetaDataOnSuccess, exports.updateCompanyMetaDataOnFailure = _a.updateCompanyMetaDataOnFailure, exports.updateMetaDataOnSendMonthEndReport = _a.updateMetaDataOnSendMonthEndReport;
 exports.default = companyView.reducer;

package/lib/view/companyView/epic/companyPassport/dismissCapitalizationOnboardingEpic.js

@@ -7,11 +7,11 @@ const tenantReducer_1 = require("../../../../entity/tenant/tenantReducer");
 const responsePayload_1 = require("../../../../responsePayload");
 const companyViewReducer_1 = require("../../companyViewReducer");
 const dismissCapitalizationOnboardingEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyViewReducer_1.dismissCapitalizationOnboarding.match), (0, operators_1.switchMap)((action) => {
-    const { companyId, popupType } = action.payload;
+    const { companyId, accountId } = action.payload;
     const tenantId = Object.values(state$.value.tenantState.tenantsById).find((t) => t.companyId === companyId)?.tenantId;
-    const body = popupType === 'prepaid'
-        ? { capitalization_onboarding_shown_for_prepaid: true }
-        : { capitalization_onboarding_shown_for_fixed_asset: true };
+    const body = {
+        capitalization_onboarding_dismissed_accounts: { [accountId]: true },
+    };
     return zeniAPI
         .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, body)
         .pipe((0, operators_1.mergeMap)((response) => {
@@ -19,7 +19,7 @@ const dismissCapitalizationOnboardingEpic = (actions$, state$, zeniAPI) => actio
             return (0, rxjs_1.from)([
                 (0, tenantReducer_1.updateTenantCapitalizationOnboardingDismissed)({
                     tenantId,
-                    popupType,
+                    accountId,
                 }),
             ]);
         }

package/lib/view/companyView/epic/companyPassport/updateCapitalizationAccountThresholdEpic.d.ts

@@ -0,0 +1,10 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { updateCompanies } from '../../../../entity/company/companyReducer';
+import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
+import { updateTenantCapitalizationOnboardingDismissed, updateTenantCapitalizationAccountOverride } from '../../../../entity/tenant/tenantReducer';
+import { RootState } from '../../../../reducer';
+import { ZeniAPI } from '../../../../zeniAPI';
+import { updateCapitalizationAccountThreshold, updateCapitalizationAccountThresholdFailure, updateCapitalizationAccountThresholdSuccess } from '../../companyViewReducer';
+export type ActionType = ReturnType<typeof updateCompanies> | ReturnType<typeof updateTenantCapitalizationAccountOverride> | ReturnType<typeof updateTenantCapitalizationOnboardingDismissed> | ReturnType<typeof openSnackbar> | ReturnType<typeof updateCapitalizationAccountThreshold> | ReturnType<typeof updateCapitalizationAccountThresholdSuccess> | ReturnType<typeof updateCapitalizationAccountThresholdFailure>;
+export declare const updateCapitalizationAccountThresholdEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/companyView/epic/companyPassport/{updateCapitalizationThresholdEpic.js → updateCapitalizationAccountThresholdEpic.js}

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateCapitalizationThresholdEpic = void 0;
+exports.updateCapitalizationAccountThresholdEpic = void 0;
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const companyReducer_1 = require("../../../../entity/company/companyReducer");
@@ -8,18 +8,32 @@ const snackbarReducer_1 = require("../../../../entity/snackbar/snackbarReducer")
 const tenantReducer_1 = require("../../../../entity/tenant/tenantReducer");
 const responsePayload_1 = require("../../../../responsePayload");
 const companyViewReducer_1 = require("../../companyViewReducer");
-const updateCapitalizationThresholdEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyViewReducer_1.updateCapitalizationThreshold.match), (0, operators_1.switchMap)((action) => {
-    const { companyId, capitalizationThreshold, capitalizationThresholdMaxCeiling, dismissOnboardingForPopupType, } = action.payload;
+const updateCapitalizationAccountThresholdEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyViewReducer_1.updateCapitalizationAccountThreshold.match), (0, operators_1.switchMap)((action) => {
+    const { companyId, accountId, threshold, dismissOnboardingForAccount, allOverrides, } = action.payload;
     const tenantId = Object.values(state$.value.tenantState.tenantsById).find((t) => t.companyId === companyId)?.tenantId;
+    let finalOverrides;
+    if (allOverrides !== undefined) {
+        finalOverrides = allOverrides ?? {};
+    }
+    else {
+        finalOverrides = {
+            ...(tenantId != null
+                ? state$.value.tenantState.tenantsById[tenantId]
+                    ?.capitalizableAccountOverrides
+                : {}),
+        };
+        if (threshold === null) {
+            delete finalOverrides[accountId];
+        }
+        else {
+            finalOverrides[accountId] = threshold;
+        }
+    }
     const body = {
-        capitalization_threshold: capitalizationThreshold,
-        capitalization_threshold_max_ceiling: capitalizationThresholdMaxCeiling,
+        capitalizable_account_overrides: Object.keys(finalOverrides).length > 0 ? finalOverrides : null,
     };
-    if (dismissOnboardingForPopupType === 'prepaid') {
-        body.capitalization_onboarding_shown_for_prepaid = true;
-    }
-    else if (dismissOnboardingForPopupType === 'fixed_asset') {
-        body.capitalization_onboarding_shown_for_fixed_asset = true;
+    if (dismissOnboardingForAccount === true) {
+        body.capitalization_onboarding_dismissed_accounts = { [accountId]: true };
     }
     return zeniAPI
         .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, body)
@@ -34,19 +48,24 @@ const updateCapitalizationThresholdEpic = (actions$, state$, zeniAPI) => actions
                 }));
             }
             if (tenantId != null) {
-                actions.push((0, tenantReducer_1.updateTenantCapitalizationThreshold)({
+                actions.push((0, tenantReducer_1.updateTenantCapitalizationAccountOverride)({
                     tenantId,
-                    capitalizationThreshold,
-                    capitalizationThresholdMaxCeiling,
+                    accountId,
+                    threshold,
+                    allOverrides: allOverrides !== undefined
+                        ? (Object.keys(finalOverrides).length > 0
+                            ? finalOverrides
+                            : null)
+                        : undefined,
                 }));
-                if (dismissOnboardingForPopupType != null) {
+                if (dismissOnboardingForAccount === true) {
                     actions.push((0, tenantReducer_1.updateTenantCapitalizationOnboardingDismissed)({
                         tenantId,
-                        popupType: dismissOnboardingForPopupType,
+                        accountId,
                     }));
                 }
             }
-            actions.push((0, companyViewReducer_1.updateCapitalizationThresholdSuccess)());
+            actions.push((0, companyViewReducer_1.updateCapitalizationAccountThresholdSuccess)());
             actions.push((0, snackbarReducer_1.openSnackbar)({
                 messageSection: 'capitalization_threshold_update',
                 messageText: 'success',
@@ -56,7 +75,7 @@ const updateCapitalizationThresholdEpic = (actions$, state$, zeniAPI) => actions
         }
         else {
             return (0, rxjs_1.from)([
-                (0, companyViewReducer_1.updateCapitalizationThresholdFailure)({
+                (0, companyViewReducer_1.updateCapitalizationAccountThresholdFailure)({
                     status: response.status,
                 }),
                 (0, snackbarReducer_1.openSnackbar)({
@@ -67,7 +86,7 @@ const updateCapitalizationThresholdEpic = (actions$, state$, zeniAPI) => actions
             ]);
         }
     }), (0, operators_1.catchError)((error) => (0, rxjs_1.from)([
-        (0, companyViewReducer_1.updateCapitalizationThresholdFailure)({
+        (0, companyViewReducer_1.updateCapitalizationAccountThresholdFailure)({
             status: (0, responsePayload_1.createZeniAPIStatus)('Unexpected error', 'Update Capitalization Threshold errored out' +
                 (error instanceof Error
                     ? error.message
@@ -80,4 +99,4 @@ const updateCapitalizationThresholdEpic = (actions$, state$, zeniAPI) => actions
         }),
     ])));
 }));
-exports.updateCapitalizationThresholdEpic = updateCapitalizationThresholdEpic;
+exports.updateCapitalizationAccountThresholdEpic = updateCapitalizationAccountThresholdEpic;

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

@@ -20,14 +20,16 @@ const getAutoSweepFlow = (state) => {
         : undefined;
     const risk = (0, autoSweepFlowState_1.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.
+    // by the delta between the default buffer and the user's selected band so a
+    // tighter buffer (higher risk → smaller buffer) sweeps more and a looser
+    // buffer (lower risk → larger buffer) sweeps less. Clamp at zero so a buffer
+    // larger than the available surplus never yields a negative sweep.
     const baseSweepAmount = (0, cashManagementOverviewSelector_1.getCashManagementOverviewBanner)(state).amount;
     const sweepAmount = {
         ...baseSweepAmount,
-        amount: baseSweepAmount.amount +
-            autoSweepFlowState_1.RISK_BUFFER_AMOUNT[risk] -
-            autoSweepFlowState_1.RISK_BUFFER_AMOUNT[DEFAULT_RISK_LEVEL],
+        amount: Math.max(0, baseSweepAmount.amount +
+            autoSweepFlowState_1.RISK_BUFFER_AMOUNT[DEFAULT_RISK_LEVEL] -
+            autoSweepFlowState_1.RISK_BUFFER_AMOUNT[risk]),
     };
     return {
         fetchState,

package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewSelector.js

@@ -69,7 +69,7 @@ const pickLargestOutflow = (outflows) => {
     return outflows.reduce((largest, event) => event.amount.amount > largest.amount.amount ? event : largest);
 };
 const getCashManagementOverview = (state) => {
-    const { cashManagementOverviewState, depositAccountListState, depositAccountState, paymentAccountListState, paymentAccountState, treasuryDetailState, } = state;
+    const { cashManagementOverviewState, depositAccountListState, paymentAccountListState, treasuryDetailState, } = state;
     const aggregate = (0, reduceFetchState_1.reduceAllFetchState)([
         {
             fetchState: paymentAccountListState.fetchState,
@@ -93,7 +93,11 @@ const getCashManagementOverview = (state) => {
         },
     ]);
     const treasuryBalance = treasuryDetailState.accountSummary?.totalBalance ?? (0, amount_1.zeroAmount)();
-    const cashBalance = sumCashBalances(paymentAccountListState.paymentAccountIds, paymentAccountState, depositAccountListState.accountIds, depositAccountState);
+    const bannerView = (0, exports.getCashManagementOverviewBanner)(state);
+    // cashBalance is the primary (agent-managed) deposit account's available
+    // balance — the account the banner resolves as primaryFundingAccount — not
+    // the sum of all cash accounts. Zero until that account resolves.
+    const cashBalance = bannerView.primaryFundingAccount?.accountBalance?.available ?? (0, amount_1.zeroAmount)();
     const totalCash = addAmounts(treasuryBalance, cashBalance);
     const bannerData = cashManagementOverviewState.banner.data;
     const inflowEvents = bannerData?.inflows ?? [];
@@ -103,7 +107,7 @@ const getCashManagementOverview = (state) => {
     const cashflow = subtractAmounts(totalInFlow, totalOutFlow);
     const projectionData = buildProjectionData(cashBalance, inflowEvents, outflowEvents);
     return {
-        banner: (0, exports.getCashManagementOverviewBanner)(state),
+        banner: bannerView,
         cashBalance,
         cashflow,
         inflowEvents,
@@ -211,20 +215,3 @@ const addAmounts = (a, b) => {
         currencySymbol: a.currencySymbol,
     };
 };
-const sumCashBalances = (paymentAccountIds, paymentAccountState, depositAccountIds, depositAccountState) => {
-    let total = (0, amount_1.zeroAmount)();
-    paymentAccountIds.forEach((id) => {
-        const balance = paymentAccountState.paymentAccountByID[id]?.balances
-            ?.available;
-        if (balance != null) {
-            total = addAmounts(total, balance);
-        }
-    });
-    depositAccountIds.forEach((id) => {
-        const balance = depositAccountState.depositAccountByID[id]?.accountBalance?.available;
-        if (balance != null) {
-            total = addAmounts(total, balance);
-        }
-    });
-    return total;
-};

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.0.99",
+  "version": "5.1.0-betaAK1",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",

package/lib/view/companyView/epic/companyPassport/updateCapitalizationThresholdEpic.d.ts

@@ -1,10 +0,0 @@
-import { ActionsObservable, StateObservable } from 'redux-observable';
-import { Observable } from 'rxjs';
-import { updateCompanies } from '../../../../entity/company/companyReducer';
-import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
-import { updateTenantCapitalizationOnboardingDismissed, updateTenantCapitalizationThreshold } from '../../../../entity/tenant/tenantReducer';
-import { RootState } from '../../../../reducer';
-import { ZeniAPI } from '../../../../zeniAPI';
-import { updateCapitalizationThreshold, updateCapitalizationThresholdFailure, updateCapitalizationThresholdSuccess } from '../../companyViewReducer';
-export type ActionType = ReturnType<typeof updateCompanies> | ReturnType<typeof updateTenantCapitalizationThreshold> | ReturnType<typeof updateTenantCapitalizationOnboardingDismissed> | ReturnType<typeof openSnackbar> | ReturnType<typeof updateCapitalizationThreshold> | ReturnType<typeof updateCapitalizationThresholdSuccess> | ReturnType<typeof updateCapitalizationThresholdFailure>;
-export declare const updateCapitalizationThresholdEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;