@zeniai/client-epic-state 5.1.0-betaSS2 → 5.1.0

package/lib/view/spendManagement/billPay/billPaySetupApproverView/types/commonState.d.ts

@@ -1,19 +1,45 @@
 import { FetchStateAndError, ID } from '../../../../../commonStateTypes/common';
-import { Criteria, Step } from '../../../../../entity/approvalRule/approvalRuleState';
+import { AmountCriteria, DepartmentCriteria, Step, VendorCriteria } from '../../../../../entity/approvalRule/approvalRuleState';
 export type ApprovalUpdateActionType = 'approval_create' | 'approval_update';
 export interface ApproverViewUpdateData {
     type: ApprovalUpdateActionType;
     updateStatus: FetchStateAndError;
     data?: ApprovalRuleUpdateData | ApprovalRuleCreateData;
 }
-export interface ApprovalRuleUpdateData {
+/**
+ * Form-side criteria shape used by the rule create/edit form.
+ *
+ * Each condition kind gets its own optional slot, mirroring how the UI
+ * edits them as distinct rows. At most one of each kind is present; this
+ * matches the design constraint that each condition type can be added once.
+ */
+export interface ApprovalRuleFormCriteria {
+    amount?: AmountCriteria;
+    department?: DepartmentCriteria;
+    vendor?: VendorCriteria;
+}
+/**
+ * Rule-level fields shared by both create and update flows.
+ *
+ * These come from the 3.0 design: the form now owns a name, an optional
+ * description, an optional Separation-of-Duties toggle, and a flag that
+ * marks the rule as the org-wide fallback rule. They live alongside
+ * criteria/steps but are not part of either.
+ */
+export interface ApprovalRuleFormBase {
+    description?: string;
+    isFallback?: boolean;
+    name?: string;
+    separationOfDuties?: boolean;
+}
+export interface ApprovalRuleUpdateData extends ApprovalRuleFormBase {
     approvalRuleId: ID;
-    criteria: Criteria;
+    criteria: ApprovalRuleFormCriteria;
     steps: Step[];
     isApplicableOnPendingApprovalEntity?: boolean;
 }
-export interface ApprovalRuleCreateData {
-    criteria: Criteria;
+export interface ApprovalRuleCreateData extends ApprovalRuleFormBase {
+    criteria: ApprovalRuleFormCriteria;
     steps: Step[];
     isApplicableOnPendingApprovalEntity?: boolean;
 }

package/lib/view/spendManagement/billPay/editBillView/editBillViewSelector.d.ts

@@ -100,6 +100,13 @@ export interface EditBillDetailSelectorView extends SelectorView {
     withdrawFromList: FundingAccount[];
     billPayInfo?: BillPayInfo;
     bookCloseDate?: ZeniDate;
+    /**
+     * Bill-level accounting class id. Approval Rules 3.0 'department'
+     * criteria match against this — selectors needing to evaluate a
+     * department-narrowed rule against the current bill should read
+     * this rather than digging through 'state.billTransactionState'.
+     */
+    classId?: ID;
     createTime?: ZeniDate;
     editBillInitialDetails?: EditBillInitialDetails;
     internationalWireOnboardingStatus?: AllowedValueWithCode;
@@ -157,4 +164,4 @@ export declare const getDefaultWithdrawFromAccount: (state: RootState, depositAc
     accountId: ID;
     accountType: AccountTypeSubConfigCodeKeyType;
 }) => FundingAccount | undefined;
-export declare const checkIfCreatorIsApprover: (billAmount: number, approvalRules: ApprovalRuleWithUser[], signedInUser?: LoggedInUser) => boolean;
+export declare const checkIfCreatorIsApprover: (billAmount: number, approvalRules: ApprovalRuleWithUser[], signedInUser?: LoggedInUser, billVendorId?: ID, billDepartmentId?: ID) => boolean;

package/lib/view/spendManagement/billPay/editBillView/editBillViewSelector.js

@@ -9,6 +9,7 @@ exports.getPaymentSection = getPaymentSection;
 exports.toPaymentToOption = toPaymentToOption;
 const get_1 = __importDefault(require("lodash/get"));
 const has_1 = __importDefault(require("lodash/has"));
+const approvalRuleSelector_1 = require("../../../../entity/approvalRule/approvalRuleSelector");
 const reduceFetchState_1 = require("../../../../commonStateTypes/reduceFetchState");
 const bankAccountSelector_1 = require("../../../../entity/bankAccount/bankAccountSelector");
 const contactSelector_1 = require("../../../../entity/billPay/contact/contactSelector");
@@ -365,6 +366,14 @@ const getEditBillDetail = (state, isVendorRecommendationFeatureEnabled, isZeniAc
         isDeleted,
         showAutofill,
         addBillAutoFields,
+        // Bill-level accounting class. Approval Rules 3.0 'department'
+        // criteria match against this. Lives on BillTransaction; not on
+        // any sub-section. Empty-string is normalised to 'undefined'
+        // so downstream readers treat "no class" uniformly regardless
+        // of whether the wire used '' or omitted the field.
+        classId: transaction?.classId != null && transaction.classId !== ''
+            ? transaction.classId
+            : undefined,
         billStage,
         deleteStatus,
         billActivities,
@@ -695,12 +704,59 @@ const getDefaultWithdrawFromAccount = (state, depositAccounts, companyId, lastSe
     return undefined;
 };
 exports.getDefaultWithdrawFromAccount = getDefaultWithdrawFromAccount;
-const checkIfCreatorIsApprover = (billAmount, approvalRules, signedInUser) => {
+const checkIfCreatorIsApprover = (billAmount, approvalRules, signedInUser, billVendorId, billDepartmentId) => {
     let isCreatorAlsoApprover = false;
+    // Approval Rules 3.0 — a rule applies to a bill only when all of
+    // its present criteria are satisfied. Criteria not declared on
+    // the rule are treated as "no narrowing on this axis".
+    //
+    // Strict-match semantics for vendor / department: if the rule
+    // narrows by an axis but the bill has no value on that axis, the
+    // rule does NOT apply (an absent bill-side value can't satisfy
+    // either 'is' or 'is_not'). Amount is always present on a rule
+    // (the form enforces this), but bounds may be one-sided.
     const approvalRule = approvalRules.find((rule) => {
-        const { max, min } = rule.criteria[0].range;
-        return (billAmount > min.amount &&
-            (max?.amount != null ? billAmount <= max?.amount : true));
+        const vendorCriteria = (0, approvalRuleSelector_1.getVendorCriteria)(rule.criteria);
+        if (vendorCriteria != null) {
+            if (billVendorId == null) {
+                return false;
+            }
+            const includesVendor = vendorCriteria.vendorIds.includes(billVendorId);
+            if (vendorCriteria.operator === 'is' && !includesVendor) {
+                return false;
+            }
+            if (vendorCriteria.operator === 'is_not' && includesVendor) {
+                return false;
+            }
+        }
+        const departmentCriteria = (0, approvalRuleSelector_1.getDepartmentCriteria)(rule.criteria);
+        if (departmentCriteria != null) {
+            if (billDepartmentId == null) {
+                return false;
+            }
+            const includesDepartment = departmentCriteria.departmentIds.includes(billDepartmentId);
+            if (departmentCriteria.operator === 'is' && !includesDepartment) {
+                return false;
+            }
+            if (departmentCriteria.operator === 'is_not' && includesDepartment) {
+                return false;
+            }
+        }
+        const amountCriteria = (0, approvalRuleSelector_1.getAmountCriteria)(rule.criteria);
+        if (amountCriteria == null) {
+            // The form guarantees an amount criterion on every rule, so
+            // this branch is defensive against backend drift. Keep
+            // pre-3.0 behaviour: a rule that doesn't declare amount
+            // doesn't participate here.
+            return false;
+        }
+        // Bounds use the wire's inclusive 'gte' / 'lte' semantics, and
+        // either side may be absent for a one-sided 'greater_than' /
+        // 'less_than' rule.
+        const { min, max } = amountCriteria;
+        const matchesMin = min == null || billAmount >= min.amount;
+        const matchesMax = max == null || billAmount <= max.amount;
+        return matchesMin && matchesMax;
     });
     if (approvalRule != null) {
         const requireApprovalSteps = approvalRule.steps.filter((step) => step.action === 'require_approval');

package/lib/view/spendManagement/billPay/editBillView/epics/fetchEditBillDetailPageEpic.js

@@ -41,7 +41,10 @@ const fetchEditBillDetailPageEpic = (actions$, state$) => actions$.pipe((0, oper
         else {
             billDetailActions.push((0, editBillViewReducer_1.updateShowAutofill)(true));
         }
-        billDetailActions.push((0, billPaySetupApproverViewReducer_1.fetchBillPaySetupApproverView)(true));
+        // Side-fetch from the edit-bill page bootstrap. The triggering
+        // action doesn't carry the V3 flag, so we explicitly target v1
+        // here; tenants on v3 re-fetch through their own screen connector.
+        billDetailActions.push((0, billPaySetupApproverViewReducer_1.fetchBillPaySetupApproverView)(true, true, false));
     }
     else {
         if (state.ownerListState.fetchState !== 'In-Progress' &&
@@ -84,7 +87,10 @@ const fetchEditBillDetailPageEpic = (actions$, state$) => actions$.pipe((0, oper
         // While opening New Bill Refresh Approval Rules and Payment Accounts
         if (approvalViewFetchState !== 'In-Progress' &&
             approvalViewFetchState !== 'Completed') {
-            billDetailActions.push((0, billPaySetupApproverViewReducer_1.fetchBillPaySetupApproverView)(true));
+            // Side-fetch from the edit-bill page bootstrap. The triggering
+            // action doesn't carry the V3 flag, so we explicitly target v1
+            // here; tenants on v3 re-fetch through their own screen connector.
+            billDetailActions.push((0, billPaySetupApproverViewReducer_1.fetchBillPaySetupApproverView)(true, true, false));
         }
     }
     return (0, rxjs_1.concat)((0, rxjs_1.from)(billDetailActions));

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;

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

@@ -0,0 +1,40 @@
+import { Amount } from '../../../../commonStateTypes/amount';
+import { FetchStateAndError, ID } from '../../../../commonStateTypes/common';
+import { SelectorView } from '../../../../commonStateTypes/viewAndReport/viewAndReport';
+import { RootState } from '../../../../reducer';
+import { FundingAccount } from '../../commonSetup/setupViewSelector';
+import { TreasurySummaryWithBalance } from '../../treasury/treasuryList/treasuryDetailState';
+import { AutoSweepFrequency, RiskLevel } from './autoSweepFlowState';
+/**
+ * The editable form state behind `<AutoSweepSetupPage>`. Kept as a nested
+ * object on the selector view so the screen can pass it through as a single
+ * unit and the rest of the view (server-derived data + statuses) stays
+ * separate from "what the user is currently editing".
+ */
+export interface AutoSweepFlowFormData {
+    bufferAmount: Amount;
+    frequency: AutoSweepFrequency;
+    memo: string;
+    /** Derived from `bufferAmount` — the matching preset risk level, falling
+     *  back to `'moderate'` for custom server-side values. */
+    risk: RiskLevel;
+}
+export interface AutoSweepFlowSelectorView extends SelectorView {
+    formData: AutoSweepFlowFormData;
+    saveStatus: FetchStateAndError;
+    /**
+     * Recommended sweep amount. Sourced from the cash management banner
+     * (the first money_movements[0].movements[0].amount returned by the
+     * agent's `/recommend` endpoint). Defaults to zero when the agent
+     * hasn't returned a movement yet.
+     */
+    sweepAmount: Amount;
+    /** Resolved from `primaryFundingAccountId` against the deposit-account
+     *  entity bucket. `undefined` until the GET fetch publishes the account. */
+    primaryFundingAccount?: FundingAccount;
+    settingsId?: ID;
+    /** Treasury account summary used by the setup / review flow to render the
+     *  destination column. Mirrors `getTreasuryDetail().accountSummary`. */
+    treasurySummary?: TreasurySummaryWithBalance;
+}
+export declare const getAutoSweepFlow: (state: RootState) => AutoSweepFlowSelectorView;

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

@@ -0,0 +1,51 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.getAutoSweepFlow = void 0;
+const depositAccountSelector_1 = require("../../../../entity/depositAccount/depositAccountSelector");
+const setupViewSelector_1 = require("../../commonSetup/setupViewSelector");
+const treasuryDetailSelector_1 = require("../../treasury/treasuryList/treasuryDetailSelector");
+const cashManagementOverviewSelector_1 = require("../cashManagementOverview/cashManagementOverviewSelector");
+const autoSweepFlowState_1 = require("./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';
+const getAutoSweepFlow = (state) => {
+    const { bufferAmount, frequency, memo, saveStatus, settingsId, primaryFundingAccountId, fetchState, error, } = state.autoSweepFlowState;
+    const depositAccount = primaryFundingAccountId != null
+        ? (0, depositAccountSelector_1.getDepositAccountByDepositAccountId)(state.depositAccountState, primaryFundingAccountId)
+        : 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.
+    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],
+    };
+    return {
+        fetchState,
+        error,
+        formData: {
+            bufferAmount,
+            frequency,
+            memo,
+            risk,
+        },
+        primaryFundingAccount: depositAccount != null
+            ? (0, setupViewSelector_1.mapDepositAccToFundingAccount)(depositAccount)
+            : undefined,
+        saveStatus,
+        settingsId,
+        sweepAmount,
+        treasurySummary: (0, treasuryDetailSelector_1.getTreasuryDetail)(state).accountSummary,
+        version: 0,
+    };
+};
+exports.getAutoSweepFlow = getAutoSweepFlow;

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

@@ -0,0 +1,37 @@
+import { Amount } from '../../../../commonStateTypes/amount';
+import { FetchStateAndError, ID } from '../../../../commonStateTypes/common';
+import { ZeniDate } from '../../../../zeniDayJS';
+/**
+ * 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 declare const ALL_AUTO_SWEEP_FREQUENCIES: readonly ["daily", "weekly", "biweekly", "monthly"];
+export declare const toAutoSweepFrequency: (v?: string) => "weekly" | "biweekly" | "monthly" | "daily";
+export type AutoSweepFrequency = NonNullable<ReturnType<typeof toAutoSweepFrequency>>;
+/**
+ * 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 declare const ALL_AUTO_SWEEP_RISK_LEVELS: readonly ["low", "moderate", "high"];
+export declare const toAutoSweepRiskLevel: (v?: string) => "high" | "low" | "moderate";
+export type RiskLevel = NonNullable<ReturnType<typeof toAutoSweepRiskLevel>>;
+export declare const RISK_BUFFER_AMOUNT: Record<RiskLevel, number>;
+/**
+ * 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 declare const bufferAmountToRisk: (amount: number) => RiskLevel;
+export interface AutoSweepFlowState extends FetchStateAndError {
+    bufferAmount: Amount;
+    frequency: AutoSweepFrequency;
+    memo: string;
+    saveStatus: FetchStateAndError;
+    nextTransferDate?: ZeniDate;
+    primaryFundingAccountId?: ID;
+    settingsId?: ID;
+}
+export declare const initialAutoSweepFlowState: AutoSweepFlowState;

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

@@ -0,0 +1,53 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.initialAutoSweepFlowState = exports.bufferAmountToRisk = exports.RISK_BUFFER_AMOUNT = exports.toAutoSweepRiskLevel = exports.ALL_AUTO_SWEEP_RISK_LEVELS = exports.toAutoSweepFrequency = exports.ALL_AUTO_SWEEP_FREQUENCIES = void 0;
+const amount_1 = require("../../../../commonStateTypes/amount");
+const stringToUnion_1 = require("../../../../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).
+ */
+exports.ALL_AUTO_SWEEP_FREQUENCIES = [
+    'daily',
+    'weekly',
+    'biweekly',
+    'monthly',
+];
+const toAutoSweepFrequency = (v) => (0, stringToUnion_1.stringToUnion)(v ?? '', exports.ALL_AUTO_SWEEP_FREQUENCIES);
+exports.toAutoSweepFrequency = toAutoSweepFrequency;
+/**
+ * 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.
+ */
+exports.ALL_AUTO_SWEEP_RISK_LEVELS = ['low', 'moderate', 'high'];
+const toAutoSweepRiskLevel = (v) => (0, stringToUnion_1.stringToUnion)(v ?? '', exports.ALL_AUTO_SWEEP_RISK_LEVELS);
+exports.toAutoSweepRiskLevel = toAutoSweepRiskLevel;
+exports.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.
+ */
+const bufferAmountToRisk = (amount) => {
+    const match = Object.entries(exports.RISK_BUFFER_AMOUNT).find(([, presetAmount]) => presetAmount === amount);
+    return match != null ? match[0] : 'moderate';
+};
+exports.bufferAmountToRisk = bufferAmountToRisk;
+exports.initialAutoSweepFlowState = {
+    bufferAmount: (0, amount_1.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/view/spendManagement/cashManagement/autoSweepFlow/epics/fetchCashManagementSettingsEpic.d.ts

@@ -0,0 +1,14 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { updateDepositAccounts } from '../../../../../entity/depositAccount/depositAccountReducer';
+import { RootState } from '../../../../../reducer';
+import { ZeniAPI } from '../../../../../zeniAPI';
+import { fetchCashManagementSettings, updateCashManagementSettings, updateCashManagementSettingsFetchStatus } from '../autoSweepFlowReducer';
+export type ActionType = ReturnType<typeof fetchCashManagementSettings> | ReturnType<typeof updateCashManagementSettings> | ReturnType<typeof updateCashManagementSettingsFetchStatus> | ReturnType<typeof updateDepositAccounts>;
+/**
+ * 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 declare const fetchCashManagementSettingsEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -0,0 +1,38 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchCashManagementSettingsEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const depositAccountReducer_1 = require("../../../../../entity/depositAccount/depositAccountReducer");
+const responsePayload_1 = require("../../../../../responsePayload");
+const autoSweepFlowReducer_1 = require("../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.
+ */
+const fetchCashManagementSettingsEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(autoSweepFlowReducer_1.fetchCashManagementSettings.match), (0, operators_1.switchMap)(() => {
+    const endpoint = `${zeniAPI.apiEndPoints.cashManagementAgentBaseUrl}/1.0/cash-management/settings`;
+    return zeniAPI
+        .getJSON(endpoint)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+            return (0, rxjs_1.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.
+            (0, depositAccountReducer_1.updateDepositAccounts)([response.data.source_bank_account]), (0, autoSweepFlowReducer_1.updateCashManagementSettings)({ data: response.data }));
+        }
+        return (0, rxjs_1.of)((0, autoSweepFlowReducer_1.updateCashManagementSettingsFetchStatus)({
+            fetchState: 'Error',
+            error: response.status,
+        }));
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, autoSweepFlowReducer_1.updateCashManagementSettingsFetchStatus)({
+        fetchState: 'Error',
+        error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Fetch cash management settings REST API call errored out: ' +
+            (error?.message ?? String(error))),
+    }))));
+}));
+exports.fetchCashManagementSettingsEpic = fetchCashManagementSettingsEpic;

package/lib/view/spendManagement/cashManagement/autoSweepFlow/epics/saveAutoSweepSettingsEpic.d.ts

@@ -0,0 +1,7 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { RootState } from '../../../../../reducer';
+import { ZeniAPI } from '../../../../../zeniAPI';
+import { saveAutoSweepSettings, updateAutoSweepSettingsFetchStatus } from '../autoSweepFlowReducer';
+export type ActionType = ReturnType<typeof saveAutoSweepSettings> | ReturnType<typeof updateAutoSweepSettingsFetchStatus>;
+export declare const saveAutoSweepSettingsEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;