@zeniai/client-epic-state 5.1.51 → 5.1.52

package/lib/view/expenseAutomationView/reducers/reconciliationViewReducer.js

@@ -793,13 +793,23 @@ exports.default = expenseAutomationReconciliationView.reducer;
 function isEntityStatementParsing(reconciliation) {
     return reconciliation.statement_data_status?.code === 'parsing';
 }
+/** Entity no longer in an active parse — client latch should clear. */
+function isEntityStatementParseTerminal(reconciliation) {
+    const statusCode = reconciliation.statement_data_status?.code;
+    return (statusCode === 'processed' ||
+        statusCode === 'validated' ||
+        statusCode === 'parsing_failed' ||
+        statusCode === 'validation_failed' ||
+        statusCode === 'processing_failed' ||
+        statusCode === 'deleting' ||
+        statusCode === 'deleted');
+}
 function resolveStatementParseInProgressAfterFetch(oldRecord, reconciliation) {
     if (isEntityStatementParsing(reconciliation)) {
         return true;
     }
-    if (oldRecord?.statementParseInProgress === true) {
-        return true;
-    }
+    // Keep latch while client upload/parse/reparse is actively in flight, even if
+    // entity already looks terminal (e.g. V3 parseStatement GET still loading).
     if (oldRecord?.statementParseStatus.fetchState === 'In-Progress') {
         return true;
     }
@@ -809,12 +819,21 @@ function resolveStatementParseInProgressAfterFetch(oldRecord, reconciliation) {
     if (oldRecord?.statementUploadStatus.fetchState === 'In-Progress') {
         return true;
     }
-    // Reparse POST returned; async parse may not be on entity yet.
+    // Reparse POST returned; async parse may not be on entity yet (entity can
+    // still show the previous processed status).
     if (oldRecord?.reparseStatementStatus.fetchState === 'Completed' &&
         oldRecord.statementParseStatus.fetchState !== 'Completed' &&
         oldRecord.statementParseStatus.fetchState !== 'Error') {
         return true;
     }
+    // Entity reports parse finished and no client request is in flight — clear
+    // sticky latch. Critical for V1 (no parseStatement) after Pusher refresh.
+    if (isEntityStatementParseTerminal(reconciliation)) {
+        return false;
+    }
+    if (oldRecord?.statementParseInProgress === true) {
+        return true;
+    }
     // Continue-in-background while parse flow has not finished.
     if (oldRecord?.statementProcessingDismissedToBackground === true &&
         oldRecord.statementParseStatus.fetchState !== 'Completed' &&
@@ -956,9 +975,7 @@ function updateReconciliationByAccountID(draft, accounts, selectedPeriod, accoun
             : false,
         paymentAccountId: accounts.payment_account_id ?? undefined,
     };
-    const oldStatementParseInProgress = oldRecord.statementParseInProgress;
-    const statementParseInProgress = reconciliationData.bank_status.code === 'parsing' ||
-        oldStatementParseInProgress === true;
+    const statementParseInProgress = resolveStatementParseInProgressAfterFetch(oldRecord, reconciliationData);
     if (refreshViewInBackground === true) {
         draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId] = {
             ...oldRecord,

package/lib/view/spendManagement/autotransferRules/autoTransferRulesSelector.d.ts

@@ -6,7 +6,7 @@ import { FundingAccount } from '../commonSetup/setupViewSelector';
 import { TreasuryAccount } from '../treasury/treasuryTransferMoney/treasuryTransferMoneyState';
 import { ReviewTransferDetail } from '../zeniAccounts/transferDetail/transferDetailState';
 import { AutoTransferRuleLocalData } from './autoTransferRulesPayload';
-import { AutoTransferRule } from './autoTransferRulesState';
+import { AutoTransferRule, CashManagementRule } from './autoTransferRulesState';
 export interface AutoTransferRulesSelectorView extends SelectorView {
     autoTransferReviewDetail: ReviewTransferDetail;
     createRuleFetchState: FetchStateAndError;
@@ -17,6 +17,13 @@ export interface AutoTransferRulesSelectorView extends SelectorView {
     transferMoneyParties: FundingAccount[];
     transferMoneyPartiesFetchState: FetchState;
     treasuryAccount: TreasuryAccount;
+    /**
+     * The user's saved auto-sweep cash-management config, surfaced here so the
+     * rules list page can render it alongside the auto-transfer rules.
+     * `undefined` when the user hasn't saved auto-sweep settings yet
+     * (i.e. `autoSweepFlowState.settingsId == null`).
+     */
+    cashManagementRule?: CashManagementRule;
     ruleHistory?: Record<string, CommonHistoryView>;
 }
 export declare const getAutoTransferRules: (state: RootState) => AutoTransferRulesSelectorView;

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

@@ -6,11 +6,30 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.getAutoTransferRuleHistory = exports.getAutoTransferRuleById = exports.getAutoTransferRules = void 0;
 const get_1 = __importDefault(require("lodash/get"));
 const reduceFetchState_1 = require("../../../commonStateTypes/reduceFetchState");
+const depositAccountSelector_1 = require("../../../entity/depositAccount/depositAccountSelector");
 const setupViewSelector_1 = require("../commonSetup/setupViewSelector");
 const depositAccountListSelector_1 = require("../zeniAccounts/depositAccountList/depositAccountListSelector");
 const paymentAccountListSelector_1 = require("../zeniAccounts/paymentAccountList/paymentAccountListSelector");
+const buildCashManagementRule = (autoSweepFlowState, depositAccountState, treasuryDetailState) => {
+    const { settingsId, bufferAmount, frequency, memo, primaryFundingAccountId, nextTransferDate, } = autoSweepFlowState;
+    if (settingsId == null || primaryFundingAccountId == null) {
+        return undefined;
+    }
+    const depositAccount = (0, depositAccountSelector_1.getDepositAccountByDepositAccountId)(depositAccountState, primaryFundingAccountId);
+    return {
+        bufferAmount,
+        frequency,
+        memo,
+        settingsId,
+        primaryFundingAccount: depositAccount != null
+            ? (0, setupViewSelector_1.mapDepositAccToFundingAccount)(depositAccount)
+            : undefined,
+        treasurySummary: treasuryDetailState.accountSummary,
+        nextTransferDate,
+    };
+};
 const getAutoTransferRules = (state) => {
-    const { autotransferRulesState, depositAccountState, paymentAccountState, depositAccountListState, paymentAccountListState, treasuryDetailState, } = state;
+    const { autotransferRulesState, autoSweepFlowState, depositAccountState, paymentAccountState, depositAccountListState, paymentAccountListState, treasuryDetailState, } = state;
     const { rules, error, historyByRuleId, ruleUpdateLocalData, ruleUpdateStatusById, ruleDeleteStatusById, createRuleFetchState, autoTransferReviewDetail, } = autotransferRulesState;
     const depositAccountsView = (0, depositAccountListSelector_1.getAllDepositAccounts)(depositAccountState, depositAccountListState);
     const paymentAccountsView = (0, paymentAccountListSelector_1.getAllPaymentAccounts)(paymentAccountState, paymentAccountListState);
@@ -45,6 +64,7 @@ const getAutoTransferRules = (state) => {
         transferMoneyParties,
         transferMoneyPartiesFetchState,
         createRuleFetchState,
+        cashManagementRule: buildCashManagementRule(autoSweepFlowState, depositAccountState, treasuryDetailState),
         fetchState,
         error,
         version: 0,

package/lib/view/spendManagement/autotransferRules/autoTransferRulesState.d.ts

@@ -1,6 +1,10 @@
+import { Amount } from '../../../commonStateTypes/amount';
 import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
 import { ZeniDate } from '../../../zeniDayJS';
+import { AutoSweepFrequency } from '../cashManagement/autoSweepFlow/autoSweepFlowState';
 import { CommonHistoryView } from '../commonHistoryView/commonHistory';
+import { FundingAccount } from '../commonSetup/setupViewSelector';
+import { TreasurySummaryWithBalance } from '../treasury/treasuryList/treasuryDetailState';
 import { ReviewTransferDetail } from '../zeniAccounts/transferDetail/transferDetailState';
 import { AutoTransferRuleFrequency, AutoTransferRuleLocalData, AutoTransferRuleType } from './autoTransferRulesPayload';
 export interface AutoTransferRule {
@@ -27,6 +31,24 @@ export interface DestinationBankAccountMetadata {
     accountType: string;
     percentage: number;
 }
+/**
+ * Render-ready view of the user's auto-sweep cash-management config,
+ * surfaced alongside `AutoTransferRule[]` in `AutoTransferRulesSelectorView`.
+ * Kept as a distinct shape (not folded into `AutoTransferRule`) so the rules
+ * list can special-case its rendering without polluting the rule type union.
+ *
+ * Present only when `autoSweepFlowState.settingsId` is set — i.e. the user
+ * has saved their auto-sweep settings at least once.
+ */
+export interface CashManagementRule {
+    bufferAmount: Amount;
+    frequency: AutoSweepFrequency;
+    memo: string;
+    settingsId: ID;
+    nextTransferDate?: ZeniDate;
+    primaryFundingAccount?: FundingAccount;
+    treasurySummary?: TreasurySummaryWithBalance;
+}
 export interface AutoTransferRulesState extends FetchedState {
     autoTransferReviewDetail: ReviewTransferDetail;
     createRuleFetchState: FetchStateAndError;

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_run_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_run_date != null && payload.next_run_date !== ''
+            ? (0, zeniDayJS_1.date)(payload.next_run_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 +1,53 @@
+"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 default buffer and the user's selected band so a
+    // tighter buffer (higher risk → smaller buffer) sweeps more and a looser
+    // buffer (lower risk → larger buffer) sweeps less. Clamp at zero so a buffer
+    // larger than the available surplus never yields a negative sweep.
+    const baseSweepAmount = (0, cashManagementOverviewSelector_1.getCashManagementOverviewBanner)(state).amount;
+    const sweepAmount = {
+        ...baseSweepAmount,
+        amount: Math.max(0, baseSweepAmount.amount +
+            autoSweepFlowState_1.RISK_BUFFER_AMOUNT[DEFAULT_RISK_LEVEL] -
+            autoSweepFlowState_1.RISK_BUFFER_AMOUNT[risk]),
+    };
+    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 +1,36 @@
+"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>;

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

@@ -0,0 +1,36 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.saveAutoSweepSettingsEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const responsePayload_1 = require("../../../../../responsePayload");
+const autoSweepFlowPayload_1 = require("../autoSweepFlowPayload");
+const autoSweepFlowReducer_1 = require("../autoSweepFlowReducer");
+const saveAutoSweepSettingsEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(autoSweepFlowReducer_1.saveAutoSweepSettings.match), (0, operators_1.switchMap)(() => {
+    const endpoint = `${zeniAPI.apiEndPoints.cashManagementAgentBaseUrl}/1.0/cash-management/settings`;
+    const { bufferAmount, frequency, memo, settingsId } = state$.value.autoSweepFlowState;
+    const payload = (0, autoSweepFlowPayload_1.toSaveAutoSweepSettingsBody)({
+        bufferAmount,
+        frequency,
+        memo,
+    });
+    // First-time setup (no settings id from the GET yet) → POST a new
+    // record. Subsequent edits update the existing one via PUT.
+    const request$ = settingsId == null
+        ? zeniAPI.postAndGetJSON(endpoint, payload)
+        : zeniAPI.putAndGetJSON(endpoint, payload);
+    return request$.pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+            return (0, rxjs_1.of)((0, autoSweepFlowReducer_1.updateAutoSweepSettingsFetchStatus)({ fetchState: 'Completed' }));
+        }
+        return (0, rxjs_1.of)((0, autoSweepFlowReducer_1.updateAutoSweepSettingsFetchStatus)({
+            fetchState: 'Error',
+            error: response?.status,
+        }));
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, autoSweepFlowReducer_1.updateAutoSweepSettingsFetchStatus)({
+        fetchState: 'Error',
+        error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Save auto-sweep settings REST API call errored out: ' +
+            (error?.message ?? String(error))),
+    }))));
+}));
+exports.saveAutoSweepSettingsEpic = saveAutoSweepSettingsEpic;