@zeniai/client-epic-state 5.1.18-betaDI1 → 5.1.18-betaDI2

package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewPayload.js

@@ -0,0 +1,55 @@
+import { toAmount } from '../../../../commonStateTypes/amount';
+import { date as zeniDate } from '../../../../zeniDayJS';
+// ---------------------------------------------------------------------------
+// Converters
+// ---------------------------------------------------------------------------
+// The cash agent payload reports `currency_code` only; the v1 surface is
+// USD-only, so we pair it with the canonical `$` symbol here. If the agent
+// grows multi-currency support, this is the single place to widen.
+const CASH_AGENT_CURRENCY_SYMBOL = '$';
+export const toUpcomingPaymentEvent = (event) => ({
+    accountId: event.account_id,
+    accountType: event.account_type,
+    amount: toAmount(event.amount_usd, event.currency_code, CASH_AGENT_CURRENCY_SYMBOL),
+    label: event.label,
+    paymentDate: zeniDate(event.payment_date),
+});
+/**
+ * The agent reports a `null` account id whenever the "account" in question is
+ * a singleton inferred from the account type (today: the treasury account —
+ * there's only one per company, so the type alone identifies it). Callers
+ * already branch on `*BankAccountType`, so collapsing the id to `""` keeps the
+ * state type a plain `ID` (string) without losing information.
+ */
+const toCashManagementMovement = (payload) => ({
+    amount: toAmount(payload.amount, payload.currency_code, CASH_AGENT_CURRENCY_SYMBOL),
+    destinationBankAccountId: payload.destination_bank_account_id ?? '',
+    destinationBankAccountType: payload.destination_bank_account_type,
+    reasoning: payload.reasoning,
+    sourceBankAccountId: payload.source_bank_account_id ?? '',
+    sourceBankAccountType: payload.source_bank_account_type,
+    subMovementType: payload.sub_movement_type,
+});
+const toCashManagementMoneyMovementGroup = (payload) => ({
+    movements: payload.movements.map(toCashManagementMovement),
+    movementType: payload.movement_type,
+});
+export const toCashManagementBannerData = (payload) => ({
+    inflows: payload.inflows.map(toUpcomingPaymentEvent),
+    moneyMovements: payload.money_movements.map(toCashManagementMoneyMovementGroup),
+    outflows: payload.outflows.map(toUpcomingPaymentEvent),
+});
+export const toCashManagementTransfer = (payload) => ({
+    amount: toAmount(payload.amount, payload.currency_code, CASH_AGENT_CURRENCY_SYMBOL),
+    atomicTransactionId: payload.atomic_transaction_id,
+    cashManagementTransferId: payload.cash_management_transfer_id,
+    createTime: zeniDate(payload.create_time),
+    date: zeniDate(payload.date),
+    depositAccountId: payload.deposit_account_id,
+    reasoning: payload.reasoning,
+    scenario: payload.scenario,
+    status: payload.status,
+    transactionType: payload.transaction_type,
+    updateTime: zeniDate(payload.update_time),
+});
+//# sourceMappingURL=cashManagementOverviewPayload.js.map

package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewPayload.js.map

@@ -0,0 +1 @@
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If the agent\n// grows multi-currency support, this is the single place to widen.\nconst CASH_AGENT_CURRENCY_SYMBOL = '$';\n\nexport const toUpcomingPaymentEvent = (\n  event: CashAgentEventPayload\n): UpcomingPaymentEvent => ({\n  accountId: event.account_id,\n  accountType: event.account_type,\n  amount: toAmount(\n    event.amount_usd,\n    event.currency_code,\n    CASH_AGENT_CURRENCY_SYMBOL\n  ),\n  label: event.label,\n  paymentDate: zeniDate(event.payment_date),\n});\n\n/**\n * The agent reports a `null` account id whenever the \"account\" in question is\n * a singleton inferred from the account type (today: the treasury account —\n * there's only one per company, so the type alone identifies it). Callers\n * already branch on `*BankAccountType`, so collapsing the id to `\"\"` keeps the\n * state type a plain `ID` (string) without losing information.\n */\n\nconst toCashManagementMovement = (\n  payload: CashAgentMovementPayload\n): CashManagementMovement => ({\n  amount: toAmount(\n    payload.amount,\n    payload.currency_code,\n    CASH_AGENT_CURRENCY_SYMBOL\n  ),\n  destinationBankAccountId: payload.destination_bank_account_id ?? '',\n  destinationBankAccountType: payload.destination_bank_account_type,\n  reasoning: payload.reasoning,\n  sourceBankAccountId: payload.source_bank_account_id ?? '',\n  sourceBankAccountType: payload.source_bank_account_type,\n  subMovementType: payload.sub_movement_type,\n});\n\nconst toCashManagementMoneyMovementGroup = (\n  payload: CashAgentMoneyMovementGroupPayload\n): CashManagementMoneyMovementGroup => ({\n  movements: payload.movements.map(toCashManagementMovement),\n  movementType: payload.movement_type,\n});\n\nexport const toCashManagementBannerData = (\n  payload: CashAgentRecommendPayload\n): CashManagementBannerData => ({\n  inflows: payload.inflows.map(toUpcomingPaymentEvent),\n  moneyMovements: payload.money_movements.map(\n    toCashManagementMoneyMovementGroup\n  ),\n  outflows: payload.outflows.map(toUpcomingPaymentEvent),\n});\n\n// ---------------------------------------------------------------------------\n// Cash management /transfers payloads\n// ---------------------------------------------------------------------------\n\nexport interface CashAgentTransferPayload {\n  amount: number;\n  atomic_transaction_id: string;\n  cash_management_transfer_id: string;\n  create_time: string;\n  currency_code: string;\n  date: string;\n  deposit_account_id: string;\n  reasoning: string;\n  scenario: CashManagementScenario;\n  status: CashManagementTransferStatus;\n  transaction_type: CashManagementSubMovementType;\n  update_time: string;\n}\n\n/**\n * Response shape for `GET /cash-management/transfers`. The agent currently\n * returns the single most-relevant transfer under `transfer`; the field is\n * optional because fresh users (no settings yet) have no transfer history.\n */\nexport interface CashAgentRecentTransferData {\n  transfer?: CashAgentTransferPayload;\n}\n\nexport type CashAgentRecentTransferResponse =\n  ZeniAPIResponse<CashAgentRecentTransferData>;\n\nexport const toCashManagementTransfer = (\n  payload: CashAgentTransferPayload\n): CashManagementTransfer => ({\n  amount: toAmount(\n    payload.amount,\n    payload.currency_code,\n    CASH_AGENT_CURRENCY_SYMBOL\n  ),\n  atomicTransactionId: payload.atomic_transaction_id,\n  cashManagementTransferId: payload.cash_management_transfer_id,\n  createTime: zeniDate(payload.create_time),\n  date: zeniDate(payload.date),\n  depositAccountId: payload.deposit_account_id,\n  reasoning: payload.reasoning,\n  scenario: payload.scenario,\n  status: payload.status,\n  transactionType: payload.transaction_type,\n  updateTime: zeniDate(payload.update_time),\n});\n"]}

package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer.js

@@ -0,0 +1,93 @@
+import { createSlice } from '@reduxjs/toolkit';
+import { toCashManagementBannerData, toCashManagementTransfer, } from './cashManagementOverviewPayload';
+import { initialCashManagementBannerState, initialCashManagementRecentTransferState, } from './cashManagementOverviewState';
+export const initialState = {
+    banner: initialCashManagementBannerState,
+    recentTransfer: initialCashManagementRecentTransferState,
+};
+const cashManagementOverview = createSlice({
+    name: 'cashManagementOverview',
+    initialState,
+    reducers: {
+        fetchCashManagementOverviewPage: {
+            reducer() { },
+            prepare(cacheOverride) {
+                return { payload: { cacheOverride } };
+            },
+        },
+        /**
+         * Public banner-fetch entry point. Triggers an orchestrator epic that
+         * fans out to the recommend, settings, and recent-transfer API calls
+         * in parallel. No reducer-side state change — each inner action drives
+         * its own sub-state.
+         *
+         * `cacheOverride === true` forces all three inner fetches regardless
+         * of current slice state; `false` keeps the per-slice dedup so repeat
+         * dispatches are no-ops once a slice is loaded or in-flight.
+         */
+        fetchCashManagementBanner: {
+            reducer() { },
+            prepare(cacheOverride) {
+                return { payload: { cacheOverride } };
+            },
+        },
+        /**
+         * Internal trigger for the recommend API (`/cash-agent/recommend`).
+         * Dispatched by the orchestrator; not exported.
+         */
+        fetchCashManagementRecommendation(draft) {
+            // Keep `draft.banner.data` so the projection chart renders the last
+            // good payload while the refetch is in flight, instead of flickering
+            // to the empty/skeleton state on every page revisit.
+            draft.banner.fetchState = 'In-Progress';
+            draft.banner.error = undefined;
+        },
+        updateCashManagementRecommendation(draft, action) {
+            draft.banner = {
+                fetchState: 'Completed',
+                error: undefined,
+                data: toCashManagementBannerData(action.payload.data),
+            };
+        },
+        updateCashManagementRecommendationFetchStatus(draft, action) {
+            draft.banner = {
+                ...draft.banner,
+                fetchState: action.payload.fetchState,
+                error: action.payload.error,
+            };
+        },
+        /**
+         * Internal trigger for the recent-transfer API
+         * (`/cash-management/transfers`). Dispatched by the orchestrator; not
+         * exported.
+         */
+        fetchRecentTransfer(draft) {
+            // Same anti-flicker pattern as the recommend fetch: keep prior data
+            // while the refetch is in flight.
+            draft.recentTransfer.fetchState = 'In-Progress';
+            draft.recentTransfer.error = undefined;
+        },
+        updateRecentTransfer(draft, action) {
+            draft.recentTransfer = {
+                fetchState: 'Completed',
+                error: undefined,
+                data: action.payload.data != null
+                    ? toCashManagementTransfer(action.payload.data)
+                    : undefined,
+            };
+        },
+        updateRecentTransferFetchStatus(draft, action) {
+            draft.recentTransfer = {
+                ...draft.recentTransfer,
+                fetchState: action.payload.fetchState,
+                error: action.payload.error,
+            };
+        },
+        clearCashManagementOverview(draft) {
+            Object.assign(draft, initialState);
+        },
+    },
+});
+export const { fetchCashManagementOverviewPage, fetchCashManagementBanner, fetchCashManagementRecommendation, updateCashManagementRecommendation, updateCashManagementRecommendationFetchStatus, fetchRecentTransfer, updateRecentTransfer, updateRecentTransferFetchStatus, clearCashManagementOverview, } = cashManagementOverview.actions;
+export default cashManagementOverview.reducer;
+//# sourceMappingURL=cashManagementOverviewReducer.js.map

package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer.js.map

@@ -0,0 +1 @@
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Triggers an orchestrator epic that\n     * fans out to the recommend, settings, and recent-transfer API calls\n     * in parallel. No reducer-side state change — each inner action drives\n     * its own sub-state.\n     *\n     * `cacheOverride === true` forces all three inner fetches regardless\n     * of current slice state; `false` keeps the per-slice dedup so repeat\n     * dispatches are no-ops once a slice is loaded or in-flight.\n     */\n    fetchCashManagementBanner: {\n      reducer() {},\n      prepare(cacheOverride: boolean) {\n        return {payload: {cacheOverride}};\n      },\n    },\n\n    /**\n     * Internal trigger for the recommend API (`/cash-agent/recommend`).\n     * Dispatched by the orchestrator; not exported.\n     */\n    fetchCashManagementRecommendation(draft) {\n      // Keep `draft.banner.data` so the projection chart renders the last\n      // good payload while the refetch is in flight, instead of flickering\n      // to the empty/skeleton state on every page revisit.\n      draft.banner.fetchState = 'In-Progress';\n      draft.banner.error = undefined;\n    },\n\n    updateCashManagementRecommendation(\n      draft,\n      action: PayloadAction<{data: CashAgentRecommendPayload}>\n    ) {\n      draft.banner = {\n        fetchState: 'Completed',\n        error: undefined,\n        data: toCashManagementBannerData(action.payload.data),\n      };\n    },\n\n    updateCashManagementRecommendationFetchStatus(\n      draft,\n      action: PayloadAction<{fetchState: FetchState; error?: ZeniAPIStatus}>\n    ) {\n      draft.banner = {\n        ...draft.banner,\n        fetchState: action.payload.fetchState,\n        error: action.payload.error,\n      };\n    },\n\n    /**\n     * Internal trigger for the recent-transfer API\n     * (`/cash-management/transfers`). Dispatched by the orchestrator; not\n     * exported.\n     */\n    fetchRecentTransfer(draft) {\n      // Same anti-flicker pattern as the recommend fetch: keep prior data\n      // while the refetch is in flight.\n      draft.recentTransfer.fetchState = 'In-Progress';\n      draft.recentTransfer.error = undefined;\n    },\n\n    updateRecentTransfer(\n      draft,\n      action: PayloadAction<{data?: CashAgentTransferPayload}>\n    ) {\n      draft.recentTransfer = {\n        fetchState: 'Completed',\n        error: undefined,\n        data:\n          action.payload.data != null\n            ? toCashManagementTransfer(action.payload.data)\n            : undefined,\n      };\n    },\n\n    updateRecentTransferFetchStatus(\n      draft,\n      action: PayloadAction<{fetchState: FetchState; error?: ZeniAPIStatus}>\n    ) {\n      draft.recentTransfer = {\n        ...draft.recentTransfer,\n        fetchState: action.payload.fetchState,\n        error: action.payload.error,\n      };\n    },\n\n    clearCashManagementOverview(draft) {\n      Object.assign(draft, initialState);\n    },\n  },\n});\n\nexport const {\n  fetchCashManagementOverviewPage,\n  fetchCashManagementBanner,\n  fetchCashManagementRecommendation,\n  updateCashManagementRecommendation,\n  updateCashManagementRecommendationFetchStatus,\n  fetchRecentTransfer,\n  updateRecentTransfer,\n  updateRecentTransferFetchStatus,\n  clearCashManagementOverview,\n} = cashManagementOverview.actions;\nexport default cashManagementOverview.reducer;\n"]}

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

@@ -0,0 +1,213 @@
+import { zeroAmount } from '../../../../commonStateTypes/amount';
+import { reduceAllFetchState } from '../../../../commonStateTypes/reduceFetchState';
+import { getDepositAccountByDepositAccountId } from '../../../../entity/depositAccount/depositAccountSelector';
+import { mapDepositAccToFundingAccount, } from '../../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';
+export 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 = 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 !== ''
+        ? getDepositAccountByDepositAccountId(state.depositAccountState, primaryAccountId)
+        : undefined;
+    const primaryFundingAccount = primaryDepositAccount != null
+        ? 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 ?? 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,
+    };
+};
+const pickLargestOutflow = (outflows) => {
+    if (outflows == null || outflows.length === 0) {
+        return undefined;
+    }
+    return outflows.reduce((largest, event) => event.amount.amount > largest.amount.amount ? event : largest);
+};
+export const getCashManagementOverview = (state) => {
+    const { cashManagementOverviewState, depositAccountListState, paymentAccountListState, treasuryDetailState, } = state;
+    const aggregate = 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 ?? zeroAmount();
+    const bannerView = 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 ?? zeroAmount();
+    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: bannerView,
+        cashBalance,
+        cashflow,
+        inflowEvents,
+        outflowEvents,
+        projectionData,
+        totalCash,
+        totalInFlow,
+        totalOutFlow,
+        treasuryBalance,
+        fetchState: aggregate.fetchState,
+        error: aggregate.error,
+        version: 0,
+    };
+};
+/**
+ * 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), 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,
+    };
+};
+//# sourceMappingURL=cashManagementOverviewSelector.js.map

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

@@ -0,0 +1 @@
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{Amount, zeroAmount} from '../../../../commonStateTypes/amount';\nimport {ID} from '../../../../commonStateTypes/common';\nimport {reduceAllFetchState} from '../../../../commonStateTypes/reduceFetchState';\nimport {SelectorView} from '../../../../commonStateTypes/viewAndReport/viewAndReport';\nimport {getDepositAccountByDepositAccountId} from '../../../../entity/depositAccount/depositAccountSelector';\nimport {RootState} from '../../../../reducer';\nimport {\n  FundingAccount,\n  mapDepositAccToFundingAccount,\n} from '../../commonSetup/setupViewSelector';\nimport {\n  CashManagementBankAccountType,\n  CashManagementMovement,\n  CashManagementSubMovementType,\n  CashManagementTransfer,\n  UpcomingPaymentEvent,\n} from './cashManagementOverviewState';\n\n/**\n * Default account type used when the recommend payload has no movement to\n * expose yet (e.g. before the first fetch resolves). Callers that care about\n * the movement should also gate on `fetchState === 'Completed'`.\n */\nconst DEFAULT_BANK_ACCOUNT_TYPE: CashManagementBankAccountType =\n  'deposit_account';\nconst DEFAULT_SUB_MOVEMENT_TYPE: CashManagementSubMovementType = 'push';\n\nexport interface CashManagementOverviewBannerSelectorView\n  extends SelectorView, CashManagementMovement {\n  cashManagementSettingsId?: ID;\n  /**\n   * Resolved funding account whose buffer the agent is managing. For a push\n   * movement this is the `sourceBankAccountId`; for a pull it is the\n   * `destinationBankAccountId`. `undefined` when the agent hasn't returned a\n   * movement yet or the deposit account hasn't been hydrated into the entity\n   * bucket.\n   */\n  primaryFundingAccount?: FundingAccount;\n  /**\n   * Most recent actual cash-management transfer (status, type, amount,\n   * scenario, reasoning). Surfaced so the banner can render the\n   * \"transfer scheduled / in-progress / complete\" variant for existing\n   * users (those with a `cashManagementSettingsId`). `undefined` when no\n   * transfer has happened yet.\n   */\n  recentTransfer?: CashManagementTransfer;\n  /**\n   * Pull-variant only. The largest upcoming outflow in the horizon — the\n   * event most likely to have pushed the primary account below its buffer\n   * and triggered the recommended pull. `undefined` for push movements or\n   * when the agent returned no outflow events.\n   */\n  triggeringOutflow?: UpcomingPaymentEvent;\n}\n\nexport interface CashProjectionPoint {\n  balance: Amount;\n  /** Pre-formatted display label (e.g. `\"Today\"`, `\"May 27\"`). */\n  date: string;\n  isInflow?: boolean;\n  isOutflow?: boolean;\n}\n\nexport interface CashManagementOverviewSelectorView extends SelectorView {\n  banner: CashManagementOverviewBannerSelectorView;\n  cashBalance: Amount;\n  /** Net cash flow over the horizon — `totalInFlow` minus `totalOutFlow`.\n   *  Positive = surplus, negative = burn. */\n  cashflow: Amount;\n  inflowEvents: UpcomingPaymentEvent[];\n  outflowEvents: UpcomingPaymentEvent[];\n  /** Running cash-balance projection seeded by `cashBalance` and stepped by\n   *  the inflow / outflow events. */\n  projectionData: CashProjectionPoint[];\n  totalCash: Amount;\n  /** Sum of all `inflowEvents[].amount` values. */\n  totalInFlow: Amount;\n  /** Sum of all `outflowEvents[].amount` values. */\n  totalOutFlow: Amount;\n  treasuryBalance: Amount;\n}\n\nexport const getCashManagementOverviewBanner = (\n  state: RootState\n): CashManagementOverviewBannerSelectorView => {\n  const {banner, recentTransfer} = state.cashManagementOverviewState;\n  const autoSweep = state.autoSweepFlowState;\n  // The banner today surfaces a single recommended movement (the first one\n  // returned by the agent). When the agent returns multiple groups/movements\n  // we'll need to broaden this — for now consumers only render one.\n  const movement = banner.data?.moneyMovements[0]?.movements[0];\n  const aggregate = reduceAllFetchState([\n    {fetchState: banner.fetchState, error: banner.error},\n    {fetchState: autoSweep.fetchState, error: autoSweep.error},\n    {fetchState: recentTransfer.fetchState, error: recentTransfer.error},\n  ]);\n  const subMovementType =\n    movement?.subMovementType ?? DEFAULT_SUB_MOVEMENT_TYPE;\n  // The \"primary\" account is the deposit-account side of the movement —\n  // source for a push (money leaving primary → treasury) and destination\n  // for a pull (money returning to primary).\n  const primaryAccountId =\n    subMovementType === 'pull'\n      ? movement?.destinationBankAccountId\n      : movement?.sourceBankAccountId;\n  const primaryDepositAccount =\n    primaryAccountId != null && primaryAccountId !== ''\n      ? getDepositAccountByDepositAccountId(\n          state.depositAccountState,\n          primaryAccountId\n        )\n      : undefined;\n  const primaryFundingAccount =\n    primaryDepositAccount != null\n      ? mapDepositAccToFundingAccount(primaryDepositAccount)\n      : undefined;\n  // For pull, surface the largest outflow in the horizon as the\n  // \"triggering\" event. This is a heuristic — the agent doesn't tag a\n  // specific outflow today, but the largest one is the most likely cause\n  // of the buffer breach and matches what the design wants to highlight.\n  const triggeringOutflow =\n    subMovementType === 'pull'\n      ? pickLargestOutflow(banner.data?.outflows)\n      : undefined;\n  return {\n    fetchState: aggregate.fetchState,\n    error: aggregate.error,\n    amount: movement?.amount ?? zeroAmount(),\n    cashManagementSettingsId: autoSweep.settingsId,\n    destinationBankAccountId: movement?.destinationBankAccountId ?? '',\n    destinationBankAccountType:\n      movement?.destinationBankAccountType ?? DEFAULT_BANK_ACCOUNT_TYPE,\n    reasoning: movement?.reasoning ?? '',\n    sourceBankAccountId: movement?.sourceBankAccountId ?? '',\n    sourceBankAccountType:\n      movement?.sourceBankAccountType ?? DEFAULT_BANK_ACCOUNT_TYPE,\n    subMovementType,\n    primaryFundingAccount,\n    triggeringOutflow,\n    recentTransfer: recentTransfer.data,\n    version: 0,\n  };\n};\n\nconst pickLargestOutflow = (\n  outflows: UpcomingPaymentEvent[] | undefined\n): UpcomingPaymentEvent | undefined => {\n  if (outflows == null || outflows.length === 0) {\n    return undefined;\n  }\n  return outflows.reduce((largest, event) =>\n    event.amount.amount > largest.amount.amount ? event : largest\n  );\n};\n\nexport const getCashManagementOverview = (\n  state: RootState\n): CashManagementOverviewSelectorView => {\n  const {\n    cashManagementOverviewState,\n    depositAccountListState,\n    paymentAccountListState,\n    treasuryDetailState,\n  } = state;\n\n  const aggregate = reduceAllFetchState([\n    {\n      fetchState: paymentAccountListState.fetchState,\n      error: paymentAccountListState.error,\n    },\n    {\n      fetchState: depositAccountListState.fetchState,\n      error: depositAccountListState.error,\n    },\n    {\n      fetchState: treasuryDetailState.fetchState,\n      error: treasuryDetailState.error,\n    },\n    {\n      fetchState: cashManagementOverviewState.banner.fetchState,\n      error: cashManagementOverviewState.banner.error,\n    },\n    {\n      fetchState: state.autoSweepFlowState.fetchState,\n      error: state.autoSweepFlowState.error,\n    },\n  ]);\n\n  const treasuryBalance =\n    treasuryDetailState.accountSummary?.totalBalance ?? zeroAmount();\n  const bannerView = getCashManagementOverviewBanner(state);\n  // cashBalance is the primary (agent-managed) deposit account's available\n  // balance — the account the banner resolves as primaryFundingAccount — not\n  // the sum of all cash accounts. Zero until that account resolves.\n  const cashBalance =\n    bannerView.primaryFundingAccount?.accountBalance?.available ?? zeroAmount();\n  const totalCash = addAmounts(treasuryBalance, cashBalance);\n\n  const bannerData = cashManagementOverviewState.banner.data;\n  const inflowEvents = bannerData?.inflows ?? [];\n  const outflowEvents = bannerData?.outflows ?? [];\n  const totalInFlow = sumEventAmounts(inflowEvents);\n  const totalOutFlow = sumEventAmounts(outflowEvents);\n  const cashflow = subtractAmounts(totalInFlow, totalOutFlow);\n  const projectionData = buildProjectionData(\n    cashBalance,\n    inflowEvents,\n    outflowEvents\n  );\n\n  return {\n    banner: bannerView,\n    cashBalance,\n    cashflow,\n    inflowEvents,\n    outflowEvents,\n    projectionData,\n    totalCash,\n    totalInFlow,\n    totalOutFlow,\n    treasuryBalance,\n    fetchState: aggregate.fetchState,\n    error: aggregate.error,\n    version: 0,\n  };\n};\n\n/**\n * Walks the inflow / outflow events in chronological order, stepping the\n * running balance from today's `cashBalance`. Emits a point per event so the\n * chart can render colored markers at each cash event. Events with the same\n * payment date are kept as separate steps (preserves the marker count even\n * if Recharts overlays them at the same X position).\n */\nconst buildProjectionData = (\n  cashBalance: Amount,\n  inflowEvents: UpcomingPaymentEvent[],\n  outflowEvents: UpcomingPaymentEvent[]\n): CashProjectionPoint[] => {\n  const events: {\n    amount: Amount;\n    date: UpcomingPaymentEvent['paymentDate'];\n    isInflow: boolean;\n  }[] = [\n    ...inflowEvents.map((e) => ({\n      amount: e.amount,\n      date: e.paymentDate,\n      isInflow: true,\n    })),\n    ...outflowEvents.map((e) => ({\n      amount: e.amount,\n      date: e.paymentDate,\n      isInflow: false,\n    })),\n  ].sort((a, b) => {\n    const diff = a.date.valueOf() - b.date.valueOf();\n    if (diff !== 0) {\n      return diff;\n    }\n    // Same-day tie-breaker: apply outflows before inflows so the projection\n    // shows the worst-case low first, then the recovery — matches the\n    // \"show me the dip\" framing on the cash management overview.\n    if (a.isInflow === b.isInflow) {\n      return 0;\n    }\n    return a.isInflow ? 1 : -1;\n  });\n\n  let balance: Amount = cashBalance;\n  const points: CashProjectionPoint[] = [{balance, date: 'Today'}];\n  events.forEach((event) => {\n    balance = event.isInflow\n      ? addAmounts(balance, event.amount)\n      : subtractAmounts(balance, event.amount);\n    points.push({\n      balance,\n      date: event.date.format('MMM D'),\n      isInflow: event.isInflow ? true : undefined,\n      isOutflow: event.isInflow ? undefined : true,\n    });\n  });\n  return points;\n};\n\nconst sumEventAmounts = (events: UpcomingPaymentEvent[]): Amount =>\n  events.reduce<Amount>(\n    (acc, event) => addAmounts(acc, event.amount),\n    zeroAmount()\n  );\n\n/**\n * Subtracts `b` from `a`, sharing the currency-match guard with `addAmounts`.\n * Used to compute net cash flow (`inflow - outflow`).\n */\nconst subtractAmounts = (a: Amount, b: Amount): Amount => {\n  if (isZeroAmount(b)) {\n    return {...a};\n  }\n  if (isZeroAmount(a)) {\n    return {...b, amount: -b.amount};\n  }\n  if (\n    a.currencyCode !== b.currencyCode ||\n    a.currencySymbol !== b.currencySymbol\n  ) {\n    console.warn(\n      `cashManagementOverview: skipping balance with mismatched currency. Expected ${a.currencyCode} (${a.currencySymbol}), got ${b.currencyCode} (${b.currencySymbol}).`\n    );\n    return a;\n  }\n  return {\n    amount: a.amount - b.amount,\n    currencyCode: a.currencyCode,\n    currencySymbol: a.currencySymbol,\n  };\n};\n\nconst isZeroAmount = (a: Amount): boolean =>\n  a.amount === 0 && a.currencyCode === 'USD' && a.currencySymbol === '$';\n\n/**\n * Adds two Amounts. Currencies must match (the seeded zeroAmount() counts as\n * \"no currency yet\" and adopts `b`'s currency). Mismatches return `a`\n * unchanged and warn — mixing currencies in a total is a bug, not silent\n * conversion.\n */\nconst addAmounts = (a: Amount, b: Amount): Amount => {\n  if (isZeroAmount(a)) {\n    return {...b};\n  }\n  if (\n    a.currencyCode !== b.currencyCode ||\n    a.currencySymbol !== b.currencySymbol\n  ) {\n    console.warn(\n      `cashManagementOverview: skipping balance with mismatched currency. Expected ${a.currencyCode} (${a.currencySymbol}), got ${b.currencyCode} (${b.currencySymbol}).`\n    );\n    return a;\n  }\n  return {\n    amount: a.amount + b.amount,\n    currencyCode: a.currencyCode,\n    currencySymbol: a.currencySymbol,\n  };\n};\n\n"]}

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

@@ -0,0 +1,11 @@
+export const initialCashManagementBannerState = {
+    fetchState: 'Not-Started',
+    error: undefined,
+    data: undefined,
+};
+export const initialCashManagementRecentTransferState = {
+    fetchState: 'Not-Started',
+    error: undefined,
+    data: undefined,
+};
+//# sourceMappingURL=cashManagementOverviewState.js.map

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

@@ -0,0 +1 @@
+{"version":3,"file":"cashManagementOverviewState.js","sourceRoot":"","sources":["../../../../../../src/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewState.ts"],"names":[],"mappings":"AAoJA,MAAM,CAAC,MAAM,gCAAgC,GAA8B;IACzE,UAAU,EAAE,aAAa;IACzB,KAAK,EAAE,SAAS;IAChB,IAAI,EAAE,SAAS;CAChB,CAAC;AAEF,MAAM,CAAC,MAAM,wCAAwC,GACnD;IACE,UAAU,EAAE,aAAa;IACzB,KAAK,EAAE,SAAS;IAChB,IAAI,EAAE,SAAS;CAChB,CAAC","sourcesContent":["import {Amount} from '../../../../commonStateTypes/amount';\nimport {FetchStateAndError, ID} from '../../../../commonStateTypes/common';\nimport {ZeniDate} from '../../../../zeniDayJS';\n\n/**\n * Bank account types the cash agent reports against. Kept as a string union so\n * the consumer can branch on it; new values from the agent will widen the type\n * via TypeScript inference and won't break callers handling the known set.\n */\nexport type CashManagementBankAccountType =\n  | 'deposit_account'\n  | 'treasury_account';\n\n/** Direction of a single sweep movement. */\nexport type CashManagementSubMovementType = 'push' | 'pull';\n\n/**\n * Bank account types reported on upcoming-payment events. Wider than\n * `CashManagementBankAccountType` because the cash agent can attribute\n * inflows / outflows to payment accounts too.\n */\nexport type UpcomingPaymentEventAccountType =\n  | 'deposit_account'\n  | 'treasury_account'\n  | 'payment_account';\n\n/**\n * One projected inflow / outflow returned by the cash agent. Stored on the\n * banner state directly (no separate entity bucket) because these events are\n * only meaningful in the context of a banner fetch — they're not addressable\n * by id from anywhere else.\n */\nexport interface UpcomingPaymentEvent {\n  accountId: ID;\n  accountType: UpcomingPaymentEventAccountType;\n  amount: Amount;\n  label: string;\n  paymentDate: ZeniDate;\n}\n\n/**\n * A single recommended money movement returned by the cash agent (e.g.\n * \"sweep $99,100 from checking to treasury\"). Mirrors one element of the\n * `money_movements[].movements` array in the recommend response, with field\n * names camelCased and `amount`/`currency_code` collapsed into an `Amount`.\n */\nexport interface CashManagementMovement {\n  amount: Amount;\n  destinationBankAccountId: ID;\n  destinationBankAccountType: CashManagementBankAccountType;\n  reasoning: string;\n  sourceBankAccountId: ID;\n  sourceBankAccountType: CashManagementBankAccountType;\n  subMovementType: CashManagementSubMovementType;\n}\n\n/**\n * A group of related recommended movements (e.g. all `treasury` sweeps).\n * `movementType` is left as `string` because the agent may grow new groups\n * over time; today the only known value is `'treasury'`.\n */\nexport interface CashManagementMoneyMovementGroup {\n  movements: CashManagementMovement[];\n  movementType: string;\n}\n\n/**\n * Banner-side data derived from the cash agent's recommend endpoint.\n * `inflows` and `outflows` carry the full event objects; the selector reads\n * them directly without an entity-bucket lookup.\n */\nexport interface CashManagementBannerData {\n  inflows: UpcomingPaymentEvent[];\n  moneyMovements: CashManagementMoneyMovementGroup[];\n  outflows: UpcomingPaymentEvent[];\n}\n\nexport interface CashManagementBannerState extends FetchStateAndError {\n  data?: CashManagementBannerData;\n}\n\n/**\n * Lifecycle of a cash-management transfer once the agent has acted on a\n * recommendation. Wider than the simple \"completed / failed\" pair because\n * the bank-rail flow can park on multiple intermediate states\n * (`mfa_required`, `consent_required`, `scheduled`, `delayed`, etc.).\n */\nexport type CashManagementTransferStatus =\n  | 'mfa_required'\n  | 'consent_required'\n  | 'scheduled'\n  | 'initiated'\n  | 'problem'\n  | 'completed'\n  | 'failed'\n  | 'canceled'\n  | 'delayed';\n\n/**\n * Reason that drove the recommendation behind a transfer:\n *   - `surplus`: operating balance exceeds buffer → sweep up to treasury (push)\n *   - `shortfall`: operating balance below buffer → pull back from treasury\n *   - `adequate`: no action needed (transfers in this state would be rare)\n */\nexport type CashManagementScenario = 'surplus' | 'shortfall' | 'adequate';\n\n/**\n * A single cash-management transfer record returned by the agent's\n * `/cash-management/transfers` endpoint. Surfaces both the financial state\n * (amount, dates, status, scenario) and the agent's rationale (`reasoning`)\n * so the banner can render an \"in-flight / scheduled / complete\" summary\n * for existing users without re-deriving it from the recommend response.\n */\nexport interface CashManagementTransfer {\n  amount: Amount;\n  atomicTransactionId: ID;\n  cashManagementTransferId: ID;\n  createTime: ZeniDate;\n  date: ZeniDate;\n  depositAccountId: ID;\n  reasoning: string;\n  scenario: CashManagementScenario;\n  status: CashManagementTransferStatus;\n  transactionType: CashManagementSubMovementType;\n  updateTime: ZeniDate;\n}\n\nexport interface CashManagementRecentTransferState extends FetchStateAndError {\n  data?: CashManagementTransfer;\n}\n\n/**\n * Aggregated slice for the cash-management overview surfaces. Three\n * sub-states track the three independent API calls that back the banner:\n *   - `banner`: the agent's recommendation (`/cash-agent/recommend`)\n *   - `recentTransfer`: the most recent actual transfer\n *     (`/cash-management/transfers`)\n *   - settings (the user's saved auto-sweep config) is owned by\n *     `autoSweepFlowState` and folded in at the selector layer.\n *\n * The selector aggregates fetchState across all three before exposing a\n * single value to the consumer.\n */\nexport interface CashManagementOverviewState {\n  banner: CashManagementBannerState;\n  recentTransfer: CashManagementRecentTransferState;\n}\n\nexport const initialCashManagementBannerState: CashManagementBannerState = {\n  fetchState: 'Not-Started',\n  error: undefined,\n  data: undefined,\n};\n\nexport const initialCashManagementRecentTransferState: CashManagementRecentTransferState =\n  {\n    fetchState: 'Not-Started',\n    error: undefined,\n    data: undefined,\n  };\n"]}

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

@@ -0,0 +1,24 @@
+import { from } from 'rxjs';
+import { filter, mergeMap } from 'rxjs/operators';
+import { fetchCashManagementSettings } from '../../autoSweepFlow/autoSweepFlowReducer';
+import { fetchCashManagementBanner, fetchCashManagementRecommendation, fetchRecentTransfer, } from '../cashManagementOverviewReducer';
+export const fetchCashManagementBannerEpic = (actions$, state$) => actions$.pipe(filter(fetchCashManagementBanner.match), mergeMap((action) => {
+    const { cacheOverride } = action.payload;
+    const state = state$.value;
+    const actions = [];
+    if (cacheOverride === true ||
+        needsFetch(state.cashManagementOverviewState.banner.fetchState)) {
+        actions.push(fetchCashManagementRecommendation());
+    }
+    if (cacheOverride === true ||
+        needsFetch(state.autoSweepFlowState.fetchState)) {
+        actions.push(fetchCashManagementSettings());
+    }
+    if (cacheOverride === true ||
+        needsFetch(state.cashManagementOverviewState.recentTransfer.fetchState)) {
+        actions.push(fetchRecentTransfer());
+    }
+    return from(actions);
+}));
+const needsFetch = (fetchState) => fetchState !== 'Completed' && fetchState !== 'In-Progress';
+//# sourceMappingURL=fetchCashManagementBannerEpic.js.map

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

@@ -0,0 +1 @@
+{"version":3,"file":"fetchCashManagementBannerEpic.js","sourceRoot":"","sources":["../../../../../../../src/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementBannerEpic.ts"],"names":[],"mappings":"AACA,OAAO,EAAa,IAAI,EAAC,MAAM,MAAM,CAAC;AACtC,OAAO,EAAC,MAAM,EAAE,QAAQ,EAAC,MAAM,gBAAgB,CAAC;AAIhD,OAAO,EAAC,2BAA2B,EAAC,MAAM,0CAA0C,CAAC;AACrF,OAAO,EACL,yBAAyB,EACzB,iCAAiC,EACjC,mBAAmB,GACpB,MAAM,kCAAkC,CAAC;AAQ1C,MAAM,CAAC,MAAM,6BAA6B,GAAG,CAC3C,QAAuC,EACvC,MAAkC,EACV,EAAE,CAC1B,QAAQ,CAAC,IAAI,CACX,MAAM,CAAC,yBAAyB,CAAC,KAAK,CAAC,EACvC,QAAQ,CAAC,CAAC,MAAM,EAAE,EAAE;IAClB,MAAM,EAAC,aAAa,EAAC,GAAG,MAAM,CAAC,OAAO,CAAC;IACvC,MAAM,KAAK,GAAG,MAAM,CAAC,KAAK,CAAC;IAC3B,MAAM,OAAO,GAAiB,EAAE,CAAC;IACjC,IACE,aAAa,KAAK,IAAI;QACtB,UAAU,CAAC,KAAK,CAAC,2BAA2B,CAAC,MAAM,CAAC,UAAU,CAAC,EAC/D,CAAC;QACD,OAAO,CAAC,IAAI,CAAC,iCAAiC,EAAE,CAAC,CAAC;IACpD,CAAC;IACD,IACE,aAAa,KAAK,IAAI;QACtB,UAAU,CAAC,KAAK,CAAC,kBAAkB,CAAC,UAAU,CAAC,EAC/C,CAAC;QACD,OAAO,CAAC,IAAI,CAAC,2BAA2B,EAAE,CAAC,CAAC;IAC9C,CAAC;IACD,IACE,aAAa,KAAK,IAAI;QACtB,UAAU,CAAC,KAAK,CAAC,2BAA2B,CAAC,cAAc,CAAC,UAAU,CAAC,EACvE,CAAC;QACD,OAAO,CAAC,IAAI,CAAC,mBAAmB,EAAE,CAAC,CAAC;IACtC,CAAC;IACD,OAAO,IAAI,CAAC,OAAO,CAAC,CAAC;AACvB,CAAC,CAAC,CACH,CAAC;AAEJ,MAAM,UAAU,GAAG,CAAC,UAAsB,EAAW,EAAE,CACrD,UAAU,KAAK,WAAW,IAAI,UAAU,KAAK,aAAa,CAAC","sourcesContent":["import {ActionsObservable, StateObservable} from 'redux-observable';\nimport {Observable, from} from 'rxjs';\nimport {filter, mergeMap} from 'rxjs/operators';\n\nimport {FetchState} from '../../../../../commonStateTypes/common';\nimport {RootState} from '../../../../../reducer';\nimport {fetchCashManagementSettings} from '../../autoSweepFlow/autoSweepFlowReducer';\nimport {\n  fetchCashManagementBanner,\n  fetchCashManagementRecommendation,\n  fetchRecentTransfer,\n} from '../cashManagementOverviewReducer';\n\nexport type ActionType =\n  | ReturnType<typeof fetchCashManagementBanner>\n  | ReturnType<typeof fetchCashManagementRecommendation>\n  | ReturnType<typeof fetchCashManagementSettings>\n  | ReturnType<typeof fetchRecentTransfer>;\n\nexport const fetchCashManagementBannerEpic = (\n  actions$: ActionsObservable<ActionType>,\n  state$: StateObservable<RootState>\n): Observable<ActionType> =>\n  actions$.pipe(\n    filter(fetchCashManagementBanner.match),\n    mergeMap((action) => {\n      const {cacheOverride} = action.payload;\n      const state = state$.value;\n      const actions: ActionType[] = [];\n      if (\n        cacheOverride === true ||\n        needsFetch(state.cashManagementOverviewState.banner.fetchState)\n      ) {\n        actions.push(fetchCashManagementRecommendation());\n      }\n      if (\n        cacheOverride === true ||\n        needsFetch(state.autoSweepFlowState.fetchState)\n      ) {\n        actions.push(fetchCashManagementSettings());\n      }\n      if (\n        cacheOverride === true ||\n        needsFetch(state.cashManagementOverviewState.recentTransfer.fetchState)\n      ) {\n        actions.push(fetchRecentTransfer());\n      }\n      return from(actions);\n    })\n  );\n\nconst needsFetch = (fetchState: FetchState): boolean =>\n  fetchState !== 'Completed' && fetchState !== 'In-Progress';\n"]}

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

@@ -0,0 +1,37 @@
+import { concat, from } from 'rxjs';
+import { filter, mergeMap } from 'rxjs/operators';
+import { fetchAutoTransferRules } from '../../../autotransferRules/autoTransferRulesReducer';
+import { fetchTreasuryOverviewDetail } from '../../../treasury/treasuryList/treasuryDetailReducer';
+import { fetchZeniAccountList } from '../../../zeniAccounts/zeniAccountList/zeniAccountListReducer';
+import { fetchCashManagementBanner, fetchCashManagementOverviewPage, } from '../cashManagementOverviewReducer';
+export const fetchCashManagementOverviewPageEpic = (actions$, state$) => actions$.pipe(filter(fetchCashManagementOverviewPage.match), mergeMap((action) => {
+    const { cacheOverride } = action.payload;
+    const state = state$.value;
+    const pageActions = [];
+    if (cacheOverride === true) {
+        // Banner orchestrator (fetchCashManagementBannerEpic) fans out to
+        // recommendation + settings + recent-transfer internally.
+        pageActions.push(fetchTreasuryOverviewDetail(true), fetchZeniAccountList(true), fetchCashManagementBanner(true), fetchAutoTransferRules(true));
+    }
+    else {
+        const treasuryDetailState = state.treasuryDetailState;
+        if (treasuryDetailState.hasValidState() === false &&
+            treasuryDetailState.fetchState !== 'In-Progress') {
+            pageActions.push(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(fetchZeniAccountList(false));
+        // Banner orchestrator handles its own per-slice dedup across
+        // recommendation, settings, and recent-transfer.
+        pageActions.push(fetchCashManagementBanner(false));
+        const autoTransferRules = state.autotransferRulesState;
+        if (autoTransferRules.fetchState !== 'Completed' &&
+            autoTransferRules.fetchState !== 'In-Progress') {
+            pageActions.push(fetchAutoTransferRules(false));
+        }
+    }
+    return concat(from(pageActions));
+}));
+//# sourceMappingURL=fetchCashManagementOverviewPageEpic.js.map

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

@@ -0,0 +1 @@
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package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementRecommendationEpic.js

@@ -0,0 +1,28 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
+import { fetchCashManagementRecommendation, updateCashManagementRecommendation, updateCashManagementRecommendationFetchStatus, } from '../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;
+export const fetchCashManagementRecommendationEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchCashManagementRecommendation.match), switchMap(() => {
+    const endpoint = `${zeniAPI.apiEndPoints.cashManagementAgentBaseUrl}/1.0/cash-agent/recommend?horizon_days=${DEFAULT_RECOMMEND_HORIZON_DAYS}`;
+    return zeniAPI.getJSON(endpoint).pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            return of(updateCashManagementRecommendation({ data: response.data }));
+        }
+        return of(updateCashManagementRecommendationFetchStatus({
+            fetchState: 'Error',
+            error: response.status,
+        }));
+    }), catchError((error) => of(updateCashManagementRecommendationFetchStatus({
+        fetchState: 'Error',
+        error: createZeniAPIStatus('Unexpected Error', 'Fetch cash management recommendation REST API call errored out: ' +
+            (error?.message ?? String(error))),
+    }))));
+}));
+//# sourceMappingURL=fetchCashManagementRecommendationEpic.js.map

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

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

@@ -0,0 +1,29 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
+import { fetchRecentTransfer, updateRecentTransfer, updateRecentTransferFetchStatus, } from '../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`).
+ */
+export const fetchRecentTransferEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchRecentTransfer.match), switchMap(() => {
+    const endpoint = `${zeniAPI.apiEndPoints.cashManagementAgentBaseUrl}/1.0/cash-management/transfers/latest`;
+    return zeniAPI.getJSON(endpoint).pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            return of(updateRecentTransfer({ data: response.data.transfer }));
+        }
+        return of(updateRecentTransferFetchStatus({
+            fetchState: 'Error',
+            error: response.status,
+        }));
+    }), catchError((error) => of(updateRecentTransferFetchStatus({
+        fetchState: 'Error',
+        error: createZeniAPIStatus('Unexpected Error', 'Fetch recent cash-management transfer REST API call errored out: ' +
+            (error?.message ?? String(error))),
+    }))));
+}));
+//# sourceMappingURL=fetchRecentTransferEpic.js.map