@zeniai/client-epic-state 5.1.0-betaSS3 → 5.1.1-beta0ND

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

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+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.getCashManagementOverview = exports.getCashManagementOverviewBanner = void 0;
+const amount_1 = require("../../../../commonStateTypes/amount");
+const reduceFetchState_1 = require("../../../../commonStateTypes/reduceFetchState");
+const depositAccountSelector_1 = require("../../../../entity/depositAccount/depositAccountSelector");
+const setupViewSelector_1 = require("../../commonSetup/setupViewSelector");
+/**
+ * Default account type used when the recommend payload has no movement to
+ * expose yet (e.g. before the first fetch resolves). Callers that care about
+ * the movement should also gate on `fetchState === 'Completed'`.
+ */
+const DEFAULT_BANK_ACCOUNT_TYPE = 'deposit_account';
+const DEFAULT_SUB_MOVEMENT_TYPE = 'push';
+const getCashManagementOverviewBanner = (state) => {
+    const { banner, recentTransfer } = state.cashManagementOverviewState;
+    const autoSweep = state.autoSweepFlowState;
+    // The banner today surfaces a single recommended movement (the first one
+    // returned by the agent). When the agent returns multiple groups/movements
+    // we'll need to broaden this — for now consumers only render one.
+    const movement = banner.data?.moneyMovements[0]?.movements[0];
+    const aggregate = (0, reduceFetchState_1.reduceAllFetchState)([
+        { fetchState: banner.fetchState, error: banner.error },
+        { fetchState: autoSweep.fetchState, error: autoSweep.error },
+        { fetchState: recentTransfer.fetchState, error: recentTransfer.error },
+    ]);
+    const subMovementType = movement?.subMovementType ?? DEFAULT_SUB_MOVEMENT_TYPE;
+    // The "primary" account is the deposit-account side of the movement —
+    // source for a push (money leaving primary → treasury) and destination
+    // for a pull (money returning to primary).
+    const primaryAccountId = subMovementType === 'pull'
+        ? movement?.destinationBankAccountId
+        : movement?.sourceBankAccountId;
+    const primaryDepositAccount = primaryAccountId != null && primaryAccountId !== ''
+        ? (0, depositAccountSelector_1.getDepositAccountByDepositAccountId)(state.depositAccountState, primaryAccountId)
+        : undefined;
+    const primaryFundingAccount = primaryDepositAccount != null
+        ? (0, setupViewSelector_1.mapDepositAccToFundingAccount)(primaryDepositAccount)
+        : undefined;
+    // For pull, surface the largest outflow in the horizon as the
+    // "triggering" event. This is a heuristic — the agent doesn't tag a
+    // specific outflow today, but the largest one is the most likely cause
+    // of the buffer breach and matches what the design wants to highlight.
+    const triggeringOutflow = subMovementType === 'pull'
+        ? pickLargestOutflow(banner.data?.outflows)
+        : undefined;
+    return {
+        fetchState: aggregate.fetchState,
+        error: aggregate.error,
+        amount: movement?.amount ?? (0, amount_1.zeroAmount)(),
+        cashManagementSettingsId: autoSweep.settingsId,
+        destinationBankAccountId: movement?.destinationBankAccountId ?? '',
+        destinationBankAccountType: movement?.destinationBankAccountType ?? DEFAULT_BANK_ACCOUNT_TYPE,
+        reasoning: movement?.reasoning ?? '',
+        sourceBankAccountId: movement?.sourceBankAccountId ?? '',
+        sourceBankAccountType: movement?.sourceBankAccountType ?? DEFAULT_BANK_ACCOUNT_TYPE,
+        subMovementType,
+        primaryFundingAccount,
+        triggeringOutflow,
+        recentTransfer: recentTransfer.data,
+        version: 0,
+    };
+};
+exports.getCashManagementOverviewBanner = getCashManagementOverviewBanner;
+const pickLargestOutflow = (outflows) => {
+    if (outflows == null || outflows.length === 0) {
+        return undefined;
+    }
+    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 aggregate = (0, reduceFetchState_1.reduceAllFetchState)([
+        {
+            fetchState: paymentAccountListState.fetchState,
+            error: paymentAccountListState.error,
+        },
+        {
+            fetchState: depositAccountListState.fetchState,
+            error: depositAccountListState.error,
+        },
+        {
+            fetchState: treasuryDetailState.fetchState,
+            error: treasuryDetailState.error,
+        },
+        {
+            fetchState: cashManagementOverviewState.banner.fetchState,
+            error: cashManagementOverviewState.banner.error,
+        },
+        {
+            fetchState: state.autoSweepFlowState.fetchState,
+            error: state.autoSweepFlowState.error,
+        },
+    ]);
+    const treasuryBalance = treasuryDetailState.accountSummary?.totalBalance ?? (0, amount_1.zeroAmount)();
+    const cashBalance = sumCashBalances(paymentAccountListState.paymentAccountIds, paymentAccountState, depositAccountListState.accountIds, depositAccountState);
+    const totalCash = addAmounts(treasuryBalance, cashBalance);
+    const bannerData = cashManagementOverviewState.banner.data;
+    const inflowEvents = bannerData?.inflows ?? [];
+    const outflowEvents = bannerData?.outflows ?? [];
+    const totalInFlow = sumEventAmounts(inflowEvents);
+    const totalOutFlow = sumEventAmounts(outflowEvents);
+    const cashflow = subtractAmounts(totalInFlow, totalOutFlow);
+    const projectionData = buildProjectionData(cashBalance, inflowEvents, outflowEvents);
+    return {
+        banner: (0, exports.getCashManagementOverviewBanner)(state),
+        cashBalance,
+        cashflow,
+        inflowEvents,
+        outflowEvents,
+        projectionData,
+        totalCash,
+        totalInFlow,
+        totalOutFlow,
+        treasuryBalance,
+        fetchState: aggregate.fetchState,
+        error: aggregate.error,
+        version: 0,
+    };
+};
+exports.getCashManagementOverview = getCashManagementOverview;
+/**
+ * Walks the inflow / outflow events in chronological order, stepping the
+ * running balance from today's `cashBalance`. Emits a point per event so the
+ * chart can render colored markers at each cash event. Events with the same
+ * payment date are kept as separate steps (preserves the marker count even
+ * if Recharts overlays them at the same X position).
+ */
+const buildProjectionData = (cashBalance, inflowEvents, outflowEvents) => {
+    const events = [
+        ...inflowEvents.map((e) => ({
+            amount: e.amount,
+            date: e.paymentDate,
+            isInflow: true,
+        })),
+        ...outflowEvents.map((e) => ({
+            amount: e.amount,
+            date: e.paymentDate,
+            isInflow: false,
+        })),
+    ].sort((a, b) => {
+        const diff = a.date.valueOf() - b.date.valueOf();
+        if (diff !== 0) {
+            return diff;
+        }
+        // Same-day tie-breaker: apply outflows before inflows so the projection
+        // shows the worst-case low first, then the recovery — matches the
+        // "show me the dip" framing on the cash management overview.
+        if (a.isInflow === b.isInflow) {
+            return 0;
+        }
+        return a.isInflow ? 1 : -1;
+    });
+    let balance = cashBalance;
+    const points = [{ balance, date: 'Today' }];
+    events.forEach((event) => {
+        balance = event.isInflow
+            ? addAmounts(balance, event.amount)
+            : subtractAmounts(balance, event.amount);
+        points.push({
+            balance,
+            date: event.date.format('MMM D'),
+            isInflow: event.isInflow ? true : undefined,
+            isOutflow: event.isInflow ? undefined : true,
+        });
+    });
+    return points;
+};
+const sumEventAmounts = (events) => events.reduce((acc, event) => addAmounts(acc, event.amount), (0, amount_1.zeroAmount)());
+/**
+ * Subtracts `b` from `a`, sharing the currency-match guard with `addAmounts`.
+ * Used to compute net cash flow (`inflow - outflow`).
+ */
+const subtractAmounts = (a, b) => {
+    if (isZeroAmount(b)) {
+        return { ...a };
+    }
+    if (isZeroAmount(a)) {
+        return { ...b, amount: -b.amount };
+    }
+    if (a.currencyCode !== b.currencyCode ||
+        a.currencySymbol !== b.currencySymbol) {
+        console.warn(`cashManagementOverview: skipping balance with mismatched currency. Expected ${a.currencyCode} (${a.currencySymbol}), got ${b.currencyCode} (${b.currencySymbol}).`);
+        return a;
+    }
+    return {
+        amount: a.amount - b.amount,
+        currencyCode: a.currencyCode,
+        currencySymbol: a.currencySymbol,
+    };
+};
+const isZeroAmount = (a) => a.amount === 0 && a.currencyCode === 'USD' && a.currencySymbol === '$';
+/**
+ * Adds two Amounts. Currencies must match (the seeded zeroAmount() counts as
+ * "no currency yet" and adopts `b`'s currency). Mismatches return `a`
+ * unchanged and warn — mixing currencies in a total is a bug, not silent
+ * conversion.
+ */
+const addAmounts = (a, b) => {
+    if (isZeroAmount(a)) {
+        return { ...b };
+    }
+    if (a.currencyCode !== b.currencyCode ||
+        a.currencySymbol !== b.currencySymbol) {
+        console.warn(`cashManagementOverview: skipping balance with mismatched currency. Expected ${a.currencyCode} (${a.currencySymbol}), got ${b.currencyCode} (${b.currencySymbol}).`);
+        return a;
+    }
+    return {
+        amount: a.amount + b.amount,
+        currencyCode: a.currencyCode,
+        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/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewState.d.ts

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+import { Amount } from '../../../../commonStateTypes/amount';
+import { FetchStateAndError, ID } from '../../../../commonStateTypes/common';
+import { ZeniDate } from '../../../../zeniDayJS';
+/**
+ * Bank account types the cash agent reports against. Kept as a string union so
+ * the consumer can branch on it; new values from the agent will widen the type
+ * via TypeScript inference and won't break callers handling the known set.
+ */
+export type CashManagementBankAccountType = 'deposit_account' | 'treasury_account';
+/** Direction of a single sweep movement. */
+export type CashManagementSubMovementType = 'push' | 'pull';
+/**
+ * Bank account types reported on upcoming-payment events. Wider than
+ * `CashManagementBankAccountType` because the cash agent can attribute
+ * inflows / outflows to payment accounts too.
+ */
+export type UpcomingPaymentEventAccountType = 'deposit_account' | 'treasury_account' | 'payment_account';
+/**
+ * One projected inflow / outflow returned by the cash agent. Stored on the
+ * banner state directly (no separate entity bucket) because these events are
+ * only meaningful in the context of a banner fetch — they're not addressable
+ * by id from anywhere else.
+ */
+export interface UpcomingPaymentEvent {
+    accountId: ID;
+    accountType: UpcomingPaymentEventAccountType;
+    amount: Amount;
+    label: string;
+    paymentDate: ZeniDate;
+}
+/**
+ * A single recommended money movement returned by the cash agent (e.g.
+ * "sweep $99,100 from checking to treasury"). Mirrors one element of the
+ * `money_movements[].movements` array in the recommend response, with field
+ * names camelCased and `amount`/`currency_code` collapsed into an `Amount`.
+ */
+export interface CashManagementMovement {
+    amount: Amount;
+    destinationBankAccountId: ID;
+    destinationBankAccountType: CashManagementBankAccountType;
+    reasoning: string;
+    sourceBankAccountId: ID;
+    sourceBankAccountType: CashManagementBankAccountType;
+    subMovementType: CashManagementSubMovementType;
+}
+/**
+ * A group of related recommended movements (e.g. all `treasury` sweeps).
+ * `movementType` is left as `string` because the agent may grow new groups
+ * over time; today the only known value is `'treasury'`.
+ */
+export interface CashManagementMoneyMovementGroup {
+    movements: CashManagementMovement[];
+    movementType: string;
+}
+/**
+ * Banner-side data derived from the cash agent's recommend endpoint.
+ * `inflows` and `outflows` carry the full event objects; the selector reads
+ * them directly without an entity-bucket lookup.
+ */
+export interface CashManagementBannerData {
+    inflows: UpcomingPaymentEvent[];
+    moneyMovements: CashManagementMoneyMovementGroup[];
+    outflows: UpcomingPaymentEvent[];
+}
+export interface CashManagementBannerState extends FetchStateAndError {
+    data?: CashManagementBannerData;
+}
+/**
+ * Lifecycle of a cash-management transfer once the agent has acted on a
+ * recommendation. Wider than the simple "completed / failed" pair because
+ * the bank-rail flow can park on multiple intermediate states
+ * (`mfa_required`, `consent_required`, `scheduled`, `delayed`, etc.).
+ */
+export type CashManagementTransferStatus = 'mfa_required' | 'consent_required' | 'scheduled' | 'initiated' | 'problem' | 'completed' | 'failed' | 'canceled' | 'delayed';
+/**
+ * Reason that drove the recommendation behind a transfer:
+ *   - `surplus`: operating balance exceeds buffer → sweep up to treasury (push)
+ *   - `shortfall`: operating balance below buffer → pull back from treasury
+ *   - `adequate`: no action needed (transfers in this state would be rare)
+ */
+export type CashManagementScenario = 'surplus' | 'shortfall' | 'adequate';
+/**
+ * A single cash-management transfer record returned by the agent's
+ * `/cash-management/transfers` endpoint. Surfaces both the financial state
+ * (amount, dates, status, scenario) and the agent's rationale (`reasoning`)
+ * so the banner can render an "in-flight / scheduled / complete" summary
+ * for existing users without re-deriving it from the recommend response.
+ */
+export interface CashManagementTransfer {
+    amount: Amount;
+    atomicTransactionId: ID;
+    cashManagementTransferId: ID;
+    createTime: ZeniDate;
+    date: ZeniDate;
+    depositAccountId: ID;
+    reasoning: string;
+    scenario: CashManagementScenario;
+    status: CashManagementTransferStatus;
+    transactionType: CashManagementSubMovementType;
+    updateTime: ZeniDate;
+}
+export interface CashManagementRecentTransferState extends FetchStateAndError {
+    data?: CashManagementTransfer;
+}
+/**
+ * Aggregated slice for the cash-management overview surfaces. Three
+ * sub-states track the three independent API calls that back the banner:
+ *   - `banner`: the agent's recommendation (`/cash-agent/recommend`)
+ *   - `recentTransfer`: the most recent actual transfer
+ *     (`/cash-management/transfers`)
+ *   - settings (the user's saved auto-sweep config) is owned by
+ *     `autoSweepFlowState` and folded in at the selector layer.
+ *
+ * The selector aggregates fetchState across all three before exposing a
+ * single value to the consumer.
+ */
+export interface CashManagementOverviewState {
+    banner: CashManagementBannerState;
+    recentTransfer: CashManagementRecentTransferState;
+}
+export declare const initialCashManagementBannerState: CashManagementBannerState;
+export declare const initialCashManagementRecentTransferState: CashManagementRecentTransferState;

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

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+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.initialCashManagementRecentTransferState = exports.initialCashManagementBannerState = void 0;
+exports.initialCashManagementBannerState = {
+    fetchState: 'Not-Started',
+    error: undefined,
+    data: undefined,
+};
+exports.initialCashManagementRecentTransferState = {
+    fetchState: 'Not-Started',
+    error: undefined,
+    data: undefined,
+};

package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementBannerEpic.d.ts

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+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { RootState } from '../../../../../reducer';
+import { fetchCashManagementSettings } from '../../autoSweepFlow/autoSweepFlowReducer';
+import { fetchCashManagementBanner, fetchCashManagementRecommendation, fetchRecentTransfer } from '../cashManagementOverviewReducer';
+export type ActionType = ReturnType<typeof fetchCashManagementBanner> | ReturnType<typeof fetchCashManagementRecommendation> | ReturnType<typeof fetchCashManagementSettings> | ReturnType<typeof fetchRecentTransfer>;
+export declare const fetchCashManagementBannerEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => Observable<ActionType>;

package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementBannerEpic.js

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+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchCashManagementBannerEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const autoSweepFlowReducer_1 = require("../../autoSweepFlow/autoSweepFlowReducer");
+const cashManagementOverviewReducer_1 = require("../cashManagementOverviewReducer");
+const fetchCashManagementBannerEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(cashManagementOverviewReducer_1.fetchCashManagementBanner.match), (0, operators_1.mergeMap)((action) => {
+    const { cacheOverride } = action.payload;
+    const state = state$.value;
+    const actions = [];
+    if (cacheOverride === true ||
+        needsFetch(state.cashManagementOverviewState.banner.fetchState)) {
+        actions.push((0, cashManagementOverviewReducer_1.fetchCashManagementRecommendation)());
+    }
+    if (cacheOverride === true ||
+        needsFetch(state.autoSweepFlowState.fetchState)) {
+        actions.push((0, autoSweepFlowReducer_1.fetchCashManagementSettings)());
+    }
+    if (cacheOverride === true ||
+        needsFetch(state.cashManagementOverviewState.recentTransfer.fetchState)) {
+        actions.push((0, cashManagementOverviewReducer_1.fetchRecentTransfer)());
+    }
+    return (0, rxjs_1.from)(actions);
+}));
+exports.fetchCashManagementBannerEpic = fetchCashManagementBannerEpic;
+const needsFetch = (fetchState) => fetchState !== 'Completed' && fetchState !== 'In-Progress';

package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementOverviewPageEpic.d.ts

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+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { RootState } from '../../../../../reducer';
+import { fetchAutoTransferRules } from '../../../autotransferRules/autoTransferRulesReducer';
+import { fetchTreasuryOverviewDetail } from '../../../treasury/treasuryList/treasuryDetailReducer';
+import { fetchZeniAccountList } from '../../../zeniAccounts/zeniAccountList/zeniAccountListReducer';
+import { fetchCashManagementBanner, fetchCashManagementOverviewPage } from '../cashManagementOverviewReducer';
+export type ActionType = ReturnType<typeof fetchCashManagementOverviewPage> | ReturnType<typeof fetchTreasuryOverviewDetail> | ReturnType<typeof fetchZeniAccountList> | ReturnType<typeof fetchCashManagementBanner> | ReturnType<typeof fetchAutoTransferRules>;
+export declare const fetchCashManagementOverviewPageEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => Observable<ActionType>;

package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementOverviewPageEpic.js

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+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchCashManagementOverviewPageEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const autoTransferRulesReducer_1 = require("../../../autotransferRules/autoTransferRulesReducer");
+const treasuryDetailReducer_1 = require("../../../treasury/treasuryList/treasuryDetailReducer");
+const zeniAccountListReducer_1 = require("../../../zeniAccounts/zeniAccountList/zeniAccountListReducer");
+const cashManagementOverviewReducer_1 = require("../cashManagementOverviewReducer");
+const fetchCashManagementOverviewPageEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(cashManagementOverviewReducer_1.fetchCashManagementOverviewPage.match), (0, operators_1.mergeMap)((action) => {
+    const { cacheOverride } = action.payload;
+    const state = state$.value;
+    const pageActions = [];
+    if (cacheOverride === true) {
+        // Banner orchestrator (fetchCashManagementBannerEpic) fans out to
+        // recommendation + settings + recent-transfer internally.
+        pageActions.push((0, treasuryDetailReducer_1.fetchTreasuryOverviewDetail)(true), (0, zeniAccountListReducer_1.fetchZeniAccountList)(true), (0, cashManagementOverviewReducer_1.fetchCashManagementBanner)(true), (0, autoTransferRulesReducer_1.fetchAutoTransferRules)(true));
+    }
+    else {
+        const treasuryDetailState = state.treasuryDetailState;
+        if (treasuryDetailState.hasValidState() === false &&
+            treasuryDetailState.fetchState !== 'In-Progress') {
+            pageActions.push((0, treasuryDetailReducer_1.fetchTreasuryOverviewDetail)(false));
+        }
+        // zeniAccountListState has no top-level fetchState to dedup against
+        // (only `newCheckingAccount.fetchState`), and the downstream epic is
+        // cheap. Always re-dispatch so the summary stays fresh on page entry.
+        pageActions.push((0, zeniAccountListReducer_1.fetchZeniAccountList)(false));
+        // Banner orchestrator handles its own per-slice dedup across
+        // recommendation, settings, and recent-transfer.
+        pageActions.push((0, cashManagementOverviewReducer_1.fetchCashManagementBanner)(false));
+        const autoTransferRules = state.autotransferRulesState;
+        if (autoTransferRules.fetchState !== 'Completed' &&
+            autoTransferRules.fetchState !== 'In-Progress') {
+            pageActions.push((0, autoTransferRulesReducer_1.fetchAutoTransferRules)(false));
+        }
+    }
+    return (0, rxjs_1.concat)((0, rxjs_1.from)(pageActions));
+}));
+exports.fetchCashManagementOverviewPageEpic = fetchCashManagementOverviewPageEpic;

package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementRecommendationEpic.d.ts

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+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { RootState } from '../../../../../reducer';
+import { ZeniAPI } from '../../../../../zeniAPI';
+import { fetchCashManagementRecommendation, updateCashManagementRecommendation, updateCashManagementRecommendationFetchStatus } from '../cashManagementOverviewReducer';
+export type ActionType = ReturnType<typeof fetchCashManagementRecommendation> | ReturnType<typeof updateCashManagementRecommendation> | ReturnType<typeof updateCashManagementRecommendationFetchStatus>;
+export declare const fetchCashManagementRecommendationEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementRecommendationEpic.js

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+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchCashManagementRecommendationEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const responsePayload_1 = require("../../../../../responsePayload");
+const cashManagementOverviewReducer_1 = require("../cashManagementOverviewReducer");
+/**
+ * Hits the cash agent's recommend endpoint and stores the full response on
+ * the banner state — `inflows[]`, `outflows[]`, and `money_movements[]` all
+ * live there, so consumers can read them directly without an entity-bucket
+ * lookup.
+ */
+const DEFAULT_RECOMMEND_HORIZON_DAYS = 30;
+const fetchCashManagementRecommendationEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(cashManagementOverviewReducer_1.fetchCashManagementRecommendation.match), (0, operators_1.switchMap)(() => {
+    const endpoint = `${zeniAPI.apiEndPoints.cashManagementAgentBaseUrl}/1.0/cash-agent/recommend?horizon_days=${DEFAULT_RECOMMEND_HORIZON_DAYS}`;
+    return zeniAPI.getJSON(endpoint).pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+            return (0, rxjs_1.of)((0, cashManagementOverviewReducer_1.updateCashManagementRecommendation)({ data: response.data }));
+        }
+        return (0, rxjs_1.of)((0, cashManagementOverviewReducer_1.updateCashManagementRecommendationFetchStatus)({
+            fetchState: 'Error',
+            error: response.status,
+        }));
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, cashManagementOverviewReducer_1.updateCashManagementRecommendationFetchStatus)({
+        fetchState: 'Error',
+        error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Fetch cash management recommendation REST API call errored out: ' +
+            (error?.message ?? String(error))),
+    }))));
+}));
+exports.fetchCashManagementRecommendationEpic = fetchCashManagementRecommendationEpic;

package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchRecentTransferEpic.d.ts

@@ -0,0 +1,15 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { RootState } from '../../../../../reducer';
+import { ZeniAPI } from '../../../../../zeniAPI';
+import { fetchRecentTransfer, updateRecentTransfer, updateRecentTransferFetchStatus } from '../cashManagementOverviewReducer';
+export type ActionType = ReturnType<typeof fetchRecentTransfer> | ReturnType<typeof updateRecentTransfer> | ReturnType<typeof updateRecentTransferFetchStatus>;
+/**
+ * Hits `GET /cash-management/transfers` and stores the most recent actual
+ * cash-management transfer on `recentTransfer.data`. Used by the banner
+ * surface to render the "transfer scheduled / in-progress / complete"
+ * variant for existing users who have a settings id. The API returns the
+ * single most-relevant transfer under `transfer`; that field is optional
+ * (fresh users with no transfer history get `undefined`).
+ */
+export declare const fetchRecentTransferEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchRecentTransferEpic.js

@@ -0,0 +1,32 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchRecentTransferEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const responsePayload_1 = require("../../../../../responsePayload");
+const cashManagementOverviewReducer_1 = require("../cashManagementOverviewReducer");
+/**
+ * Hits `GET /cash-management/transfers` and stores the most recent actual
+ * cash-management transfer on `recentTransfer.data`. Used by the banner
+ * surface to render the "transfer scheduled / in-progress / complete"
+ * variant for existing users who have a settings id. The API returns the
+ * single most-relevant transfer under `transfer`; that field is optional
+ * (fresh users with no transfer history get `undefined`).
+ */
+const fetchRecentTransferEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(cashManagementOverviewReducer_1.fetchRecentTransfer.match), (0, operators_1.switchMap)(() => {
+    const endpoint = `${zeniAPI.apiEndPoints.cashManagementAgentBaseUrl}/1.0/cash-management/transfers/latest`;
+    return zeniAPI.getJSON(endpoint).pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+            return (0, rxjs_1.of)((0, cashManagementOverviewReducer_1.updateRecentTransfer)({ data: response.data.transfer }));
+        }
+        return (0, rxjs_1.of)((0, cashManagementOverviewReducer_1.updateRecentTransferFetchStatus)({
+            fetchState: 'Error',
+            error: response.status,
+        }));
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, cashManagementOverviewReducer_1.updateRecentTransferFetchStatus)({
+        fetchState: 'Error',
+        error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Fetch recent cash-management transfer REST API call errored out: ' +
+            (error?.message ?? String(error))),
+    }))));
+}));
+exports.fetchRecentTransferEpic = fetchRecentTransferEpic;

package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer.d.ts

@@ -0,0 +1,14 @@
+import { FetchState } from '../../../../../commonStateTypes/common';
+import { CreateCardPolicyTemplateRequest } from '../../../../../entity/cardPolicy/cardPolicyPayload';
+import { ZeniAPIStatus } from '../../../../../responsePayload';
+import { CardPolicyDetailState } from './cardPolicyDetailState';
+export declare const initialState: CardPolicyDetailState;
+export declare const fetchCardPolicyDetail: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[templateId: string], string, "cardPolicyDetail/fetchCardPolicyDetail", never, never>, updateCardPolicyDetailFetchStatus: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    fetchState: FetchState;
+    error?: ZeniAPIStatus;
+}, "cardPolicyDetail/updateCardPolicyDetailFetchStatus">, updateCardPolicyFormDraft: import("@reduxjs/toolkit").ActionCreatorWithPayload<CreateCardPolicyTemplateRequest, "cardPolicyDetail/updateCardPolicyFormDraft">, updateCardPolicy: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[templateId: string], string, "cardPolicyDetail/updateCardPolicy", never, never>, updateCardPolicyFetchStatus: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    fetchState: FetchState;
+    error?: ZeniAPIStatus;
+}, "cardPolicyDetail/updateCardPolicyFetchStatus">, clearCardPolicyDetail: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"cardPolicyDetail/clearCardPolicyDetail">;
+declare const _default: import("redux").Reducer<CardPolicyDetailState>;
+export default _default;

package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer.js

@@ -0,0 +1,56 @@
+"use strict";
+var _a;
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.clearCardPolicyDetail = exports.updateCardPolicyFetchStatus = exports.updateCardPolicy = exports.updateCardPolicyFormDraft = exports.updateCardPolicyDetailFetchStatus = exports.fetchCardPolicyDetail = exports.initialState = void 0;
+const toolkit_1 = require("@reduxjs/toolkit");
+exports.initialState = {
+    detailTemplateId: undefined,
+    detailFetchState: { fetchState: 'Not-Started', error: undefined },
+    updateFetchState: { fetchState: 'Not-Started', error: undefined },
+    formDraft: undefined,
+};
+const cardPolicyDetail = (0, toolkit_1.createSlice)({
+    name: 'cardPolicyDetail',
+    initialState: exports.initialState,
+    reducers: {
+        fetchCardPolicyDetail: {
+            reducer(draft, action) {
+                draft.detailTemplateId = action.payload;
+                draft.detailFetchState.fetchState = 'In-Progress';
+                draft.detailFetchState.error = undefined;
+                // Prevent a stale draft from a previous template leaking into the new edit session.
+                draft.formDraft = undefined;
+            },
+            prepare(templateId) {
+                return { payload: templateId };
+            },
+        },
+        updateCardPolicyDetailFetchStatus(draft, action) {
+            draft.detailFetchState.fetchState = action.payload.fetchState;
+            draft.detailFetchState.error = action.payload.error;
+        },
+        updateCardPolicyFormDraft(draft, action) {
+            draft.formDraft = action.payload;
+        },
+        updateCardPolicy: {
+            reducer(draft, 
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _action) {
+                draft.updateFetchState.fetchState = 'In-Progress';
+                draft.updateFetchState.error = undefined;
+            },
+            prepare(templateId) {
+                return { payload: templateId };
+            },
+        },
+        updateCardPolicyFetchStatus(draft, action) {
+            draft.updateFetchState.fetchState = action.payload.fetchState;
+            draft.updateFetchState.error = action.payload.error;
+        },
+        clearCardPolicyDetail(draft) {
+            Object.assign(draft, exports.initialState);
+        },
+    },
+});
+_a = cardPolicyDetail.actions, exports.fetchCardPolicyDetail = _a.fetchCardPolicyDetail, exports.updateCardPolicyDetailFetchStatus = _a.updateCardPolicyDetailFetchStatus, exports.updateCardPolicyFormDraft = _a.updateCardPolicyFormDraft, exports.updateCardPolicy = _a.updateCardPolicy, exports.updateCardPolicyFetchStatus = _a.updateCardPolicyFetchStatus, exports.clearCardPolicyDetail = _a.clearCardPolicyDetail;
+exports.default = cardPolicyDetail.reducer;

package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailSelector.d.ts

@@ -0,0 +1,15 @@
+import { FetchStateAndError, ID } from '../../../../../commonStateTypes/common';
+import { CreateCardPolicyTemplateRequest } from '../../../../../entity/cardPolicy/cardPolicyPayload';
+import { CardPolicyTemplate } from '../../../../../entity/cardPolicy/cardPolicyState';
+import { RootState } from '../../../../../reducer';
+export interface CardPolicyDetailSelectorView {
+    detailFetchState: FetchStateAndError;
+    updateFetchState: FetchStateAndError;
+    formDraft?: CreateCardPolicyTemplateRequest;
+    template?: CardPolicyTemplate;
+    templateId?: ID;
+}
+export declare function getCardPolicyDetailView(state: RootState): CardPolicyDetailSelectorView;
+export declare function getCardPolicyFormDraft(state: RootState): CreateCardPolicyTemplateRequest | undefined;
+export declare function getCardPolicyDetailFetchState(state: RootState): FetchStateAndError;
+export declare function getUpdateCardPolicyFetchState(state: RootState): FetchStateAndError;