@zeniai/client-epic-state 5.1.52-beta0RD → 5.1.52

package/lib/esm/epic.js

@@ -396,6 +396,12 @@ import { fetchMagicLinkTenantEpic, } from './view/spendManagement/billPay/magicL
 import { saveMagicLinkBankAccountEpic, } from './view/spendManagement/billPay/magicLinkView/epics/saveMagicLinkBankAccountEpic';
 import { fetchPreviousBillsEpic, } from './view/spendManagement/billPay/previousBills/fetchPreviousBillsEpic';
 import { wiseRedirectEpic, } from './view/spendManagement/billPay/wiseRedirectView/wiseRedirectEpic';
+import { fetchCashManagementSettingsEpic, } from './view/spendManagement/cashManagement/autoSweepFlow/epics/fetchCashManagementSettingsEpic';
+import { saveAutoSweepSettingsEpic, } from './view/spendManagement/cashManagement/autoSweepFlow/epics/saveAutoSweepSettingsEpic';
+import { fetchCashManagementBannerEpic, } from './view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementBannerEpic';
+import { fetchCashManagementOverviewPageEpic, } from './view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementOverviewPageEpic';
+import { fetchCashManagementRecommendationEpic, } from './view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementRecommendationEpic';
+import { fetchRecentTransferEpic, } from './view/spendManagement/cashManagement/cashManagementOverview/epics/fetchRecentTransferEpic';
 import { fetchCardPolicyDetailEpic, } from './view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/fetchCardPolicyDetailEpic';
 import { updateCardPolicyEpic, } from './view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/updateCardPolicyEpic';
 import { archiveCardPolicyEpic, } from './view/spendManagement/chargeCards/cardPolicy/cardPolicyList/archiveCardPolicyEpic';
@@ -617,7 +623,7 @@ import { fetchZeniAccStatementPageEpic, } from './view/zeniAccStatementList/fetc
 import { fetchZeniAccountsPromoCardEpic, } from './view/zeniAccountsPromoCard/zeniAccountsPromoCardEpic';
 import { approveOAuthConsentEpic, } from './view/zeniOAuthView/epics/approveOAuthConsentEpic';
 // Note: Please maintain strict alphabetical order
-const combinedEpics = combineEpics(acceptBillPayTermsEpic, acceptBillPayUpdatedTermsEpic, acceptChargeCardTermsEpic, acceptEmployeeRemiTermsEpic, acceptMasterTOSEpic, acceptRemiTermsEpic, acceptTreasuryTermsEpic, acceptZeniAccountTermsEpic, acknowledgeOnboardingAiActivationViewedEpic, acknowledgeOnboardingAiFinanceTeamEpic, addCardPaymentSourceEpic, applyExtractedPolicyToDraftEpic, approveOAuthConsentEpic, approveOrRejectBillEpic, approveOrRejectBillsBulkActionEpic, approveOrRejectRemiEpic, approveOrRejectRemisBulkActionEpic, approveVendorGlobalReviewEpic, archiveCardPolicyEpic, archiveTaskEpic, backgroundRefetchReviewTabEpic, bulkUpdateTaskListEpic, bulkUploadAutomatchingTimeoutEpic, bulkUploadMatchResultToastEpic, bulkUploadReceiptsEpic, cancelAiAccountantOnboardingEpic, cancelAndDeleteBillEpic, cancelAndDeleteRemiEpic, cancelOrDeleteBillsBulkActionEpic, cancelOrDeleteRemisBulkActionEpic, cancelScheduleAccruedJournalEntryEpic, changeZeniPersonRolesEpic, checkDepositEpic, clearAllEpic, closeChargeCardEpic, closeChargeCardsEpic, companyManagementSavePendingUpdatesEpic, companyManagementSaveUpdatesEpic, confirmBulkUploadMatchEpic, confirmCardSetupIntentEpic, convertAmountToHomeCurrencyEpic, createAddressEpic, createAutoTransferRuleEpic, createBankAccountEpic, createCardPolicyTemplatesEpic, createCardSetupIntentEpic, createCheckingAccountEpic, createCompanyAddressEpic, createCompanyOfficersEpic, createCompanyUserAddressEpic, createGlobalMerchantEpic, createInternationalBankAccountEpic, createNewSchedulesAccruedEpic, createNewSchedulesEpic, createNewTaskGroupEpic, createPaymentInstrumentEpic, createSessionAndSubmitEpic, createSessionEpic, createSubTaskEpic, createTagEpic, createTaskFromTaskGroupTemplateEpic, createTransferEntryEpic, createUserBankAccountEpic, deleteAccountStatementEpic, deleteAutoTransferRuleEpic, deleteBankAccountEpic, deleteBillEpic, deleteBillPayApprovalRuleEpic, deleteCannedResponseEpic, deleteChatSessionEpic, deleteConnectionEpic, deleteFileEpic, deleteFileListEpic, deleteInternationalBankAccountEpic, deletePaymentInstrumentEpic, deletePersonEpic, deleteRemiApprovalRuleEpic, deleteRemiEpic, deleteScheduleAccruedDetailEpic, deleteScheduleDetailEpic, deleteTagEpic, deleteTaskEpic, deleteTaskGroupEpic, deleteTransactionAttachmentEpic, deleteUserBankAccountEpic, dismissCapitalizationOnboardingEpic, doMagicLinkSignInEpic, doSignInEpic, doSignOutEpic, downloadAccountingProviderAttachmentEpic, dragNDropTasksEpic, enableChargeCardAutoPayEpic, enableSetupEpic, establishOnboardingPlaidConnectionEpic, establishPlaidConnectionEpic, excludeAccountFromReconciliationEpic, expressInterestChargeCardEpic, extractPolicyDocumentEpic, fetchAccountListEpic, fetchAccountListForAccountTypesEpic, fetchAccountSettingsListForAccountTypesEpic, fetchAccruedScheduleListEpic, fetchActiveTenantEpic, fetchAddressEpic, fetchAggregatedReportEpic, fetchAiAccountantCustomersEpic, fetchAiAccountantJobsEpic, fetchAiAgentsActivationStatusEpic, fetchAllCockpitViewsEpic, fetchAllExpenseAutomationTabsEpic, fetchAllPeopleRequiredViewsEpic, fetchAllTagsEpic, fetchAllTaskGroupsEpic, fetchAllTenantsEpic, fetchAndUpdateVendorRecommendationsEpic, fetchApAgingDetailEpic, fetchApAgingEpic, fetchArAgingDetailEpic, fetchArAgingEpic, fetchAuditReportGroupViewEpic, fetchAuditRuleGroupViewEpic, fetchAutoTransferReviewDetailEpic, fetchAutoTransferRuleHistoryEpic, fetchAutoTransferRulesEpic, fetchBalanceSheetEpic, fetchBalanceSheetForTimeframeEpic, fetchBankAccountsListEpic, fetchBankConnectionsViewEpic, fetchBankCountryNameByIbanEpic, fetchBankNameByRoutingEpic, fetchBankNameBySwiftEpic, fetchBillAndInitializeLocalStoreEpic, fetchBillDetailEpic, fetchBillingAccountsListEpic, fetchBillListEpic, fetchBillListPerTabEpic, fetchBillPayApproversDetailsEpic, fetchBillPayApproversListEpic, fetchBillPayCardEpic, fetchBillPayConfigEpic, fetchBillPaySetupApproverViewEpic, fetchBillPaySetupViewEpic, fetchBulkUploadBatchDetailsEpic, fetchBulkUploadBatchesEpic, fetchCannedResponsesEpic, fetchCardBalanceEpic, fetchCardPolicyDetailEpic, fetchCardPolicyListEpic, fetchCardPolicyMccCategoriesEpic, fetchCardPolicyVendorOptionsEpic, fetchCardProfilesEpic, fetchCashbackDetailEpic, fetchCashBalanceEpic, fetchCashFlowEpic, fetchCashFlowForTimeframeEpic, fetchCashInCashOutEpic, fetchCashPositionEpic, fetchChargeCardConfigEpic, fetchChargeCardDetailEpic, fetchChargeCardDetailPageEpic, fetchChargeCardListEpic, fetchChargeCardListPageEpic, fetchChargeCardPaymentHistoryEpic, fetchChargeCardPaymentPageEpic, fetchChargeCardRepaymentDetailEpic, fetchChargeCardSetupViewEpic, fetchChargeCardsRecurringExpensesEpic, fetchChargeCardStatementListEpic, fetchChargeCardTransactionAttachmentsEpic, fetchChargeCardTransactionListEpic, fetchChargeCardTransactionStatisticsEpic, fetchChatHistoryEpic, fetchChatSessionsForUserEpic, fetchClassListEpic, fetchCockpitContextEpic, fetchCollaborationAuthTokenEpic, fetchCompanyBillingAddressEpic, fetchCompanyConfigEpic, fetchCompanyHealthMetricConfigEpic, fetchCompanyHealthMetricViewEpic, fetchCompanyManagementViewEpic, fetchCompanyMetaDataEpic, fetchCompanyMonthEndReportHistoricDataEpic, fetchCompanyMonthEndReportHistoricDatesEpic, fetchCompanyMonthEndReportTemplatesEpic, fetchCompanyMonthEndReportViewEpic, fetchCompanyOnboardingViewEpic, fetchCompanyPassportViewEpic, fetchCompanyPortfolioViewEpic, fetchCompanyTaskManagerViewEpic, fetchCompletedTransactionsEpic, fetchCreditAccountEpic, fetchCreditAccountRepaymentEpic, fetchCreditAgentMacroEpic, fetchCurrencyConversionValueEpic, fetchDashboardEpic, fetchDashboardLayoutEpic, fetchDebitCardSummaryEpic, fetchDepositAccountDetailEpic, fetchDepositAccountEpic, fetchDepositAccountHistoryEpic, fetchDepositAccountLimitEpic, fetchDepositAccountListEpic, fetchDepositAccountListForCardsEpic, fetchDepositAccountTransactionListEpic, fetchDownloadSchedulesEpic, fetchDuplicateBillPayReviewEpic, fetchDuplicateReimbursementEpic, fetchEditBillDetailPageEpic, fetchEditRemiDetailPageEpic, fetchEligibleActionsForBillEpic, fetchEntityAutoCompleteEpic, fetchEntityHistoryEpic, fetchEntityRecommendationsByTransactionIdEpic, fetchEntityRecommendationsForLineUpdateEpic, fetchExcludedResourcesEpic, fetchExpenseAutomationFluxAnalysisViewEpic, fetchExpenseAutomationInitializeTransactionCategorizationViewLocalDataEpic, fetchExpenseAutomationJeSchedulesEpic, fetchExpenseAutomationJESchedulesPageEpic, fetchExpenseAutomationMarkTransactionAsNotMiscategorizedEpic, fetchExpenseAutomationMissingReceiptsEpic, fetchExpenseAutomationReconciliationsViewEpic, fetchExpenseAutomationSaveTransactionCategorizationEpic, fetchExpenseAutomationTransactionCategorizationEpic, fetchExpenseAutomationTransactionCategorizationViewEpic, fetchExpenseAutomationUpdateTransactionCategorizationEpic, fetchExpenseTrendEpic, fetchExpressPayInitialDetailsEpic, fetchExternalConnectionsEpic, fetchFileEpic, fetchFileListEpic, fetchFinanceStatementEpic, fetchForecastListEpic, fetchGlobalMerchantAutoCompleteViewEpic, fetchGlobalMerchantRecommendationEpic, fetchIncomeTrendEpic, fetchInsightsCardEpic, fetchInternationalWireDynamicFormEpic, fetchIntlVerificationFormEpic, fetchIssueCardPageEpic, fetchMagicLinkBankNameByRoutingEpic, fetchMagicLinkBankNameBySwiftEpic, fetchMagicLinkBillEpic, fetchMagicLinkTenantEpic, fetchManagementViewEpic, fetchMerchantListEpic, fetchMonthClosePerformanceTrendEpic, fetchMonthEndCloseChecksEpic, fetchMoreBatchDetailsEpic, fetchMultipleBatchDetailsEpic, fetchMyProfileEpic, fetchMyProfileViewEpic, fetchNetBurnOrIncomeClassesViewEpic, fetchNetBurnOrIncomeEpic, fetchNetBurnOrIncomeForTimeframeClassesViewEpic, fetchNetBurnOrIncomeForTimeframeEpic, fetchNetBurnOrIncomeStoryCardEpic, fetchNetBurnOrIncomeWithForecastEpic, fetchNotificationSettingsEpic, fetchNotificationSettingsViewEpic, fetchNotificationUnreadCountEpic, fetchNotificationViewEpic, fetchOnboardingCompletedCompaniesEpic, fetchOnboardingCustomerSetupViewEpic, fetchOnboardingCustomerViewEpic, fetchOnboardingViewEpic, fetchOpExByVendorEpic, fetchOpExByVendorReportForTimeframeEpic, fetchOpExByVendorReportSummaryEpic, fetchOpExClassesViewEpic, fetchOpExEpic, fetchOpExForTimeframeClassesViewEpic, fetchOpExReportForTimeframeEpic, fetchOpExWithForecastEpic, fetchOwnerListEpic, fetchParentSubsidiaryManagementViewEpic, fetchPaymentAccountBalanceEpic, fetchPaymentAccountListEpic, fetchPaymentSourcesEpic, fetchPeopleEpic, fetchPeoplePageEpic, fetchPortfolioAllocationEpic, fetchPortfolioViewEpic, fetchPreviousBillsEpic, fetchProfitAndLossClassesViewEpic, fetchProfitAndLossEpic, fetchProfitAndLossForTimeframeClassesViewEpic, fetchProfitAndLossForTimeframeEpic, fetchProfitAndLossForTimeframeProjectViewEpic, fetchProfitAndLossProjectViewEpic, fetchProjectListEpic, fetchQBOConnectionPoolEpic, fetchRecommendationByEntityIdEpic, fetchRecommendationByEntityNameEpic, fetchRecommendationForAccountSettingsEpic, fetchRecommendationForAccountTypeEpic, fetchRecommendationsAndUpdateMerchantRecommendationsEpic, fetchRecommendedTransactionRowIndexEpic, fetchReferralsEpic, fetchRegisteredInterestsEpic, fetchReimbursementCardEpic, fetchReimbursementConfigEpic, fetchRemiAndInitializeLocalStoreEpic, fetchRemiApproversDetailsEpic, fetchRemiApproversListEpic, fetchRemiDetailEpic, fetchRemiListEpic, fetchRemiListPerTabEpic, fetchRemiSetupApproverViewEpic, fetchRemiSetupViewEpic, fetchRevenueClassesViewEpic, fetchRevenueEpic, fetchRevenueForTimeframeClassesViewEpic, fetchRevenueForTimeframeEpic, fetchRevenueWithForecastEpic, fetchReviewCompanyViewEpic, fetchReviewTransferDetailEpic, fetchRewardsPlanEpic, fetchScheduleAccruedDetailsEpic, fetchScheduleAccruedDetailsPageEpic, fetchScheduleDetailsEpic, fetchScheduleDetailsPageEpic, fetchScheduleListEpic, fetchSchedulesAccountEpic, fetchSkillsEpic, fetchSubscriptionAddOnsEpic, fetchSubscriptionCouponsEpic, fetchSubscriptionCreateEstimateEpic, fetchSubscriptionDetailsEpic, fetchSubscriptionListEpic, fetchSubscriptionPlansEpic, fetchSubscriptionSummaryForTenantEpic, fetchSubscriptionUpdateEstimateEpic, fetchSubscriptionViewEpic, fetchSubTasksEpic, fetchSuggestedQuestionsEpic, fetchTaskDetailEpic, fetchTaskDetailPageEpic, fetchTaskGroupTemplatesEpic, fetchTaskHistoryEpic, fetchTaskListEpic, fetchTaskListPageEpic, fetchTaskManagerMetricsEpic, fetchTasksCardEpic, fetchTopExEpic, fetchTransactionActivityLogEpic, fetchTransactionDetailEpic, fetchTransactionListByAccountEpic, fetchTransactionListByClassEpic, fetchTransactionListByEntityEpic, fetchTransactionListByProjectEpic, fetchTransactionsForEntityEpic, fetchTransactionsListByCategoryTypeEpic, fetchTransferAccountsEpic, fetchTreasuryDetailEpic, fetchTreasuryFundsEpic, fetchTreasuryHistoryEpic, fetchTreasurySetupViewEpic, fetchTreasuryStatementListEpic, fetchTreasuryTaxLetterListEpic, fetchTreasuryTransactionListEpic, fetchTrendForEntityEpic, fetchUserDetailEpic, fetchUserFinancialAccountEpic, fetchUserListByTypeEpic, fetchUserRoleConfigEpic, fetchVendor1099TypeListEpic, fetchVendorAndUpdateBillLocalDataEpic, fetchVendorByNameAndParseInvoiceEpic, fetchVendorDetailsEpic, fetchVendorEpic, fetchVendorFirstReviewAttachmentsEpic, fetchVendorFirstReviewViewEpic, fetchVendorGlobalReviewViewEpic, fetchVendorsFiling1099AllEpic, fetchVendorsFiling1099DownloadEpic, fetchVendorsFiling1099ListEpic, fetchVendorsListEpic, fetchVendorsTabVendorDetailPageViewEpic, fetchVendorsTabVendorDetailsEpic, fetchVendorsTabVendorEpic, fetchVendorTabViewEpic, fetchVendorTypeListEpic, fetchZeniAccountListEpic, fetchZeniAccountsConfigEpic, fetchZeniAccountSetupViewEpic, fetchZeniAccountsPromoCardEpic, fetchZeniAccStatementListEpic, fetchZeniAccStatementPageEpic, fetchZeniUsersEpic, getOnboardingEmailGroupEpic, getOnboardingPlaidLinkTokenEpic, getPaymentAccountsEpic, getPlaidLinkTokenEpic, ignoreExpenseAutomationJEScheduleEpic, improveUsingZeniGPTEpic, includeAccountInReconciliationEpic, initEmailConnectOAuthEpic, initialiseExpenseAutomationReconciliationLocalDataForSelectedAccountIdEpic, initializeAccountMappingViewEpic, initializeAccountSettingsViewEpic, initializeBillPaySetupApproverViewUpdateDataEpic, initializeBillToLocalStoreEpic, initializeCardUserOnboardingLocalDataEpic, initializeCompanyHealthMetricViewLocalDataEpic, initializeDynamicFormEpic, initializeEditPersonEpic, initializeExpenseAutomationJeScheduleLocalDataEpic, initializeInternationalWireLocalDataEpic, initializeIntlVerificationFormEpic, initializeMyProfileLocalDataEpic, initializeOnboardingCustomerViewUpdateDataEpic, initializeRemiSetupApproverViewUpdateDataEpic, initializeRemiToLocalStoreEpic, initializeScheduleAccruedDetailLocalDataEpic, initializeScheduleDetailLocalDataEpic, initializeSubscriptionLocalDataEpic, initializeTaskToLocalStoreEpic, initializeTransactionDetailLocalDataEpic, initializeVendorAddressEpic, initiateChargeCardRepaymentEpic, initiateReportsClassViewRefetchingEpic, invitePeopleEpic, inviteZeniPeopleEpic, issueChargeCardEpic, lockChargeCardEpic, lockChargeCardsEpic, markAsCompleteScheduleDetailEpic, markTransactionAsNotMiscategorizedEpic, notifyMeForFeatureEpic, parallelFetchAccountTransactionListEpic, parallelFetchClassTransactionListEpic, parallelFetchEntityTransactionListEpic, parallelFetchProjectTransactionListEpic, parallelFetchTransactionListByCategoryTypeEpic, parseInvoiceToBillEpic, parseReceiptsToRemiEpic, parseStatementEpic, parseUploadedKybDocumentEpic, parseUploadedKycDocumentEpic, peopleSaveUpdatesEpic, policyDocumentExtractionToRecommendationBridgeEpic, policyRecommendationFromUploadEpic, pollBulkUploadBatchStatusEpic, pusherBatchStatusCompletionEpic, pushToastNotificationEpic, refetchCompletedTransactionsOnBulkUploadSortEpic, refreshBatchDetailsForBatchIdEpic, refreshExpenseAutomationCurrentTabEpic, refreshIntegrationsDataEpic, refreshOpExByVendorReportEpic, rejectVendorGlobalReviewEpic, reorderBillPayApprovalRulesEpic, reorderRemiApprovalRulesEpic, reparseStatementEpic, reportsResyncEpic, resendCardInviteEpic, resendInviteEpic, resendOtpEpic, resendReferralInviteEpic, resendVerifyDeviceOTPEpic, resetTransactionVendorLocalDataEpic, resetVendorDetailLocalDataEpic, resetVendorsTabVendorDetailLocalDataEpic, restoreBulkUploadAutomatchingOnMountEpic, retryBankAccountConnectionEpic, retryBankAccountConnectionForOnboardingEpic, retryExpenseAutomationJEScheduleEpic, retryOrRefundBillEpic, reviewDraftRemisBulkActionEpic, reviewExpenseAutomationFluxAnalysisViewEpic, revokeCardInviteEpic, revokeChargeCardsInviteEpic, saveAccountMappingViewEpic, saveAccountSettingsViewEpic, saveAPIKeyConnectionEpic, saveBillDetailEpic, saveBillPaySetupApproverViewUpdatesEpic, saveCannedResponseEpic, saveCardOnboardingUserDetailsEpic, saveCompanyBillingAddressEpic, saveCompanyHealthMetricByIdEpic, saveCompanyMonthEndReportEpic, saveCompanyPassportDetailsEpic, saveConnectorCredentialsEpic, saveCreditAgentMacroEpic, saveExpenseAutomationReconciliationDetailsEpic, saveExpenseAutomationReconciliationReviewEpic, saveExternalConnectionEpic, saveMagicLinkBankAccountEpic, saveNewAddressEpic, saveNotificationSettingsEpic, saveOAuthConnectionEpic, saveOnboardingCustomerCompletedStatusEpic, saveOnboardingCustomerNotesEpic, saveOnboardingCustomerViewUpdatesEpic, saveRealTimeApprovalEpic, saveReasonForAuditRuleEpic, saveRemiDetailEpic, saveRemiSetupApproverViewUpdatesEpic, saveScheduleAccruedDetailsEpic, saveScheduleDetailsEpic, saveSubscriptionNotesUpdatesEpic, saveSubscriptionUpdatesEpic, saveTaskDetailEpic, saveTransactionDetailEpic, saveTransactionVendorEpic, saveVendorDetailsViewEpic, saveVendorEpic, saveVendorFirstReviewViewEpic, saveVendorsTabVendorEpic, scheduleTenantCreditScoreCronEpic, searchTransactionsForManualMatchEpic, seedAiCardCreationFormDraftEpic, seedAiCardPolicyFormDraftEpic, sendCompanyMonthEndReportEpic, sendEmailMagicLinkToUserEpic, sendOnboardingCustomerViewInviteEpic, sendOtpEpic, sendReferralInviteEpic, sessionHeartbeatEpic, snoozeTaskEpic, statementCloseDayEpic, stopSubmitEpic, stopSubmitQuestionEpic, submitDraftBillsBulkActionEpic, submitDraftRemisBulkActionEpic, submitExpressPayEpic, submitFeedbackEpic, submitIntlVerificationEpic, submitQuestionEpic, syncTabsAfterAutomatchEpic, toggleReportUIOptionForecastModeEpic, transferMoneyEpic, treasuryTransferMoneyEpic, triggerAiAccountantJobEpic, triggerReviewTabRefetchEpic, unlinkPaymentAccountEpic, unlockChargeCardEpic, unlockChargeCardsEpic, unsnoozeTaskEpic, updateAccountingClassesEnabledEpic, updateAccruedJESchedulesEpic, updateAddressEpic, updateAmountsInScheduleAccruedDetailEpic, updateAmountsInScheduleDetailEpic, updateAutoTransferRuleEpic, updateBusinessVerificationDetailsEpic, updateCapitalizationAccountThresholdEpic, updateCardPolicyEpic, updateCardProfileEpic, updateChargeCardDetailEpic, updateChargeCardLimitEpic, updateChargeCardNameEpic, updateChargeCardsLimitEpic, updateCompanyDetailsEpic, updateCompanyOfficerEpic, updateCompanyPassportLocalStoreDataEpic, updateCompanyTaskManagerViewFiltersEpic, updateDashboardLayoutEpic, updateDebitCardPinAttemptEpic, updateDepositAccountEpic, updateExpenseAutomationReconciliationBalanceLocalDataEpic, updateFileNameEpic, updateFilesMetadataEpic, updateJESchedulesEpic, updateMappedCashAccountEpic, updateMileageDetailsEpic, updateMyProfileEpic, updateNetBurnOrIncomeStoryCardSettingsEpic, updateNotificationViewAllNotificationsStatusEpic, updateNotificationViewNotificationStatusEpic, updateOnboardingCustomerViewCompleteStatusEpic, updateOnboardingCustomerViewDashboardLoadedEpic, updateOnboardingCustomerViewEpic, updateOnboardingCustomerViewLocalStoreDataEpic, updateOnboardingPaymentAccountLoginStatusEpic, updateOnboardingPaymentAccountStatusEpic, updatePaymentAccountEpic, updatePaymentAccountLoginStatusEpic, updatePaymentAccountStatusEpic, updatePhysicalChargeCardAttemptEpic, updatePortfolioAllocationEpic, updatePrimaryContactEpic, updatePrimaryFundingAccountEpic, updateQBOConnectionPoolExternalConnectionEpic, updateReferViewedEpic, updateRemiSetupViewLocalStoreDataEpic, updateReportUIOptionCOABalancesRangeEpic, updateReportUIOptionIsCompareModeEpic, updateReportUIOptionIsCompareModeOnEpic, updateReportUIOptionThisPeriodEpic, updateReportUIOptionTimeFrameEpic, updateSectionAccountsViewEpic, updateSectionClassesViewEpicV2, updateSectionProjectViewEpic, updateSelectedVendorForCreateFlowEpic, updateSetupViewLocalStoreDataEpic, updateStatementInfoEpic, updateTaskFromListViewEpic, updateTaskGroupNameEpic, updateTransactionDetailEpic, updateTreasuryPromoIntroClosedByOutsideClickEpic, updateTreasuryPromoRemindMeLaterClickedEpic, updateTreasuryVideoViewedEpic, updateVendorContactEpic, uploadAccountStatementEpic, uploadMissingAttachmentSuccessEpic, uploadMissingReceiptSuccessEpic, uploadTransactionReceiptSuccessEpic, validateBillsBulkActionEpic, vendorFiling1099UploadDetailsSaveEpic, verifyDeviceWithTwoFAEpic, verifyOtpEpic, verifyUserEpic, waitForBillDetailThenInitializeLocalStoreEpic, waitForForecastListThenFetchNetBurnOrIncomeWithForecastEpic, waitForForecastListThenFetchOpExWithForecastEpic, waitForForecastListThenFetchRevenueWithForecastEpic, waitForMerchantRecommendationFetchThenUpdateRecommendationInMerchantEpic, waitForVendorByIdThenSaveBillUpdatetoLocalStoreEpic, waitForVendorByNameThenParsetoLocalStoreEpic, waitForVendorByNameThenUpdateBillDetailEpic, waitForVendorRecommendationFetchThenUpdateRecommendationInBillEpic, wiseRedirectEpic);
+const combinedEpics = combineEpics(acceptBillPayTermsEpic, acceptBillPayUpdatedTermsEpic, acceptChargeCardTermsEpic, acceptEmployeeRemiTermsEpic, acceptMasterTOSEpic, acceptRemiTermsEpic, acceptTreasuryTermsEpic, acceptZeniAccountTermsEpic, acknowledgeOnboardingAiActivationViewedEpic, acknowledgeOnboardingAiFinanceTeamEpic, addCardPaymentSourceEpic, applyExtractedPolicyToDraftEpic, approveOAuthConsentEpic, approveOrRejectBillEpic, approveOrRejectBillsBulkActionEpic, approveOrRejectRemiEpic, approveOrRejectRemisBulkActionEpic, approveVendorGlobalReviewEpic, archiveCardPolicyEpic, archiveTaskEpic, backgroundRefetchReviewTabEpic, bulkUpdateTaskListEpic, bulkUploadAutomatchingTimeoutEpic, bulkUploadMatchResultToastEpic, bulkUploadReceiptsEpic, cancelAiAccountantOnboardingEpic, cancelAndDeleteBillEpic, cancelAndDeleteRemiEpic, cancelOrDeleteBillsBulkActionEpic, cancelOrDeleteRemisBulkActionEpic, cancelScheduleAccruedJournalEntryEpic, changeZeniPersonRolesEpic, checkDepositEpic, clearAllEpic, closeChargeCardEpic, closeChargeCardsEpic, companyManagementSavePendingUpdatesEpic, companyManagementSaveUpdatesEpic, confirmBulkUploadMatchEpic, confirmCardSetupIntentEpic, convertAmountToHomeCurrencyEpic, createAddressEpic, createAutoTransferRuleEpic, createBankAccountEpic, createCardPolicyTemplatesEpic, createCardSetupIntentEpic, createCheckingAccountEpic, createCompanyAddressEpic, createCompanyOfficersEpic, createCompanyUserAddressEpic, createGlobalMerchantEpic, createInternationalBankAccountEpic, createNewSchedulesAccruedEpic, createNewSchedulesEpic, createNewTaskGroupEpic, createPaymentInstrumentEpic, createSessionAndSubmitEpic, createSessionEpic, createSubTaskEpic, createTagEpic, createTaskFromTaskGroupTemplateEpic, createTransferEntryEpic, createUserBankAccountEpic, deleteAccountStatementEpic, deleteAutoTransferRuleEpic, deleteBankAccountEpic, deleteBillEpic, deleteBillPayApprovalRuleEpic, deleteCannedResponseEpic, deleteChatSessionEpic, deleteConnectionEpic, deleteFileEpic, deleteFileListEpic, deleteInternationalBankAccountEpic, deletePaymentInstrumentEpic, deletePersonEpic, deleteRemiApprovalRuleEpic, deleteRemiEpic, deleteScheduleAccruedDetailEpic, deleteScheduleDetailEpic, deleteTagEpic, deleteTaskEpic, deleteTaskGroupEpic, deleteTransactionAttachmentEpic, deleteUserBankAccountEpic, dismissCapitalizationOnboardingEpic, doMagicLinkSignInEpic, doSignInEpic, doSignOutEpic, downloadAccountingProviderAttachmentEpic, dragNDropTasksEpic, enableChargeCardAutoPayEpic, enableSetupEpic, establishOnboardingPlaidConnectionEpic, establishPlaidConnectionEpic, excludeAccountFromReconciliationEpic, expressInterestChargeCardEpic, extractPolicyDocumentEpic, fetchAccountListEpic, fetchAccountListForAccountTypesEpic, fetchAccountSettingsListForAccountTypesEpic, fetchAccruedScheduleListEpic, fetchActiveTenantEpic, fetchAddressEpic, fetchAggregatedReportEpic, fetchAiAccountantCustomersEpic, fetchAiAccountantJobsEpic, fetchAiAgentsActivationStatusEpic, fetchAllCockpitViewsEpic, fetchAllExpenseAutomationTabsEpic, fetchAllPeopleRequiredViewsEpic, fetchAllTagsEpic, fetchAllTaskGroupsEpic, fetchAllTenantsEpic, fetchAndUpdateVendorRecommendationsEpic, fetchApAgingDetailEpic, fetchApAgingEpic, fetchArAgingDetailEpic, fetchArAgingEpic, fetchAuditReportGroupViewEpic, fetchAuditRuleGroupViewEpic, fetchAutoTransferReviewDetailEpic, fetchAutoTransferRuleHistoryEpic, fetchAutoTransferRulesEpic, fetchBalanceSheetEpic, fetchBalanceSheetForTimeframeEpic, fetchBankAccountsListEpic, fetchBankConnectionsViewEpic, fetchBankCountryNameByIbanEpic, fetchBankNameByRoutingEpic, fetchBankNameBySwiftEpic, fetchBillAndInitializeLocalStoreEpic, fetchBillDetailEpic, fetchBillingAccountsListEpic, fetchBillListEpic, fetchBillListPerTabEpic, fetchBillPayApproversDetailsEpic, fetchBillPayApproversListEpic, fetchBillPayCardEpic, fetchBillPayConfigEpic, fetchBillPaySetupApproverViewEpic, fetchBillPaySetupViewEpic, fetchBulkUploadBatchDetailsEpic, fetchBulkUploadBatchesEpic, fetchCannedResponsesEpic, fetchCardBalanceEpic, fetchCardPolicyDetailEpic, fetchCardPolicyListEpic, fetchCardPolicyMccCategoriesEpic, fetchCardPolicyVendorOptionsEpic, fetchCardProfilesEpic, fetchCashbackDetailEpic, fetchCashBalanceEpic, fetchCashFlowEpic, fetchCashFlowForTimeframeEpic, fetchCashInCashOutEpic, fetchCashManagementBannerEpic, fetchCashManagementOverviewPageEpic, fetchCashManagementRecommendationEpic, fetchCashManagementSettingsEpic, fetchCashPositionEpic, fetchChargeCardConfigEpic, fetchChargeCardDetailEpic, fetchChargeCardDetailPageEpic, fetchChargeCardListEpic, fetchChargeCardListPageEpic, fetchChargeCardPaymentHistoryEpic, fetchChargeCardPaymentPageEpic, fetchChargeCardRepaymentDetailEpic, fetchChargeCardSetupViewEpic, fetchChargeCardsRecurringExpensesEpic, fetchChargeCardStatementListEpic, fetchChargeCardTransactionAttachmentsEpic, fetchChargeCardTransactionListEpic, fetchChargeCardTransactionStatisticsEpic, fetchChatHistoryEpic, fetchChatSessionsForUserEpic, fetchClassListEpic, fetchCockpitContextEpic, fetchCollaborationAuthTokenEpic, fetchCompanyBillingAddressEpic, fetchCompanyConfigEpic, fetchCompanyHealthMetricConfigEpic, fetchCompanyHealthMetricViewEpic, fetchCompanyManagementViewEpic, fetchCompanyMetaDataEpic, fetchCompanyMonthEndReportHistoricDataEpic, fetchCompanyMonthEndReportHistoricDatesEpic, fetchCompanyMonthEndReportTemplatesEpic, fetchCompanyMonthEndReportViewEpic, fetchCompanyOnboardingViewEpic, fetchCompanyPassportViewEpic, fetchCompanyPortfolioViewEpic, fetchCompanyTaskManagerViewEpic, fetchCompletedTransactionsEpic, fetchCreditAccountEpic, fetchCreditAccountRepaymentEpic, fetchCreditAgentMacroEpic, fetchCurrencyConversionValueEpic, fetchDashboardEpic, fetchDashboardLayoutEpic, fetchDebitCardSummaryEpic, fetchDepositAccountDetailEpic, fetchDepositAccountEpic, fetchDepositAccountHistoryEpic, fetchDepositAccountLimitEpic, fetchDepositAccountListEpic, fetchDepositAccountListForCardsEpic, fetchDepositAccountTransactionListEpic, fetchDownloadSchedulesEpic, fetchDuplicateBillPayReviewEpic, fetchDuplicateReimbursementEpic, fetchEditBillDetailPageEpic, fetchEditRemiDetailPageEpic, fetchEligibleActionsForBillEpic, fetchEntityAutoCompleteEpic, fetchEntityHistoryEpic, fetchEntityRecommendationsByTransactionIdEpic, fetchEntityRecommendationsForLineUpdateEpic, fetchExcludedResourcesEpic, fetchExpenseAutomationFluxAnalysisViewEpic, fetchExpenseAutomationInitializeTransactionCategorizationViewLocalDataEpic, fetchExpenseAutomationJeSchedulesEpic, fetchExpenseAutomationJESchedulesPageEpic, fetchExpenseAutomationMarkTransactionAsNotMiscategorizedEpic, fetchExpenseAutomationMissingReceiptsEpic, fetchExpenseAutomationReconciliationsViewEpic, fetchExpenseAutomationSaveTransactionCategorizationEpic, fetchExpenseAutomationTransactionCategorizationEpic, fetchExpenseAutomationTransactionCategorizationViewEpic, fetchExpenseAutomationUpdateTransactionCategorizationEpic, fetchExpenseTrendEpic, fetchExpressPayInitialDetailsEpic, fetchExternalConnectionsEpic, fetchFileEpic, fetchFileListEpic, fetchFinanceStatementEpic, fetchForecastListEpic, fetchGlobalMerchantAutoCompleteViewEpic, fetchGlobalMerchantRecommendationEpic, fetchIncomeTrendEpic, fetchInsightsCardEpic, fetchInternationalWireDynamicFormEpic, fetchIntlVerificationFormEpic, fetchIssueCardPageEpic, fetchMagicLinkBankNameByRoutingEpic, fetchMagicLinkBankNameBySwiftEpic, fetchMagicLinkBillEpic, fetchMagicLinkTenantEpic, fetchManagementViewEpic, fetchMerchantListEpic, fetchMonthClosePerformanceTrendEpic, fetchMonthEndCloseChecksEpic, fetchMoreBatchDetailsEpic, fetchMultipleBatchDetailsEpic, fetchMyProfileEpic, fetchMyProfileViewEpic, fetchNetBurnOrIncomeClassesViewEpic, fetchNetBurnOrIncomeEpic, fetchNetBurnOrIncomeForTimeframeClassesViewEpic, fetchNetBurnOrIncomeForTimeframeEpic, fetchNetBurnOrIncomeStoryCardEpic, fetchNetBurnOrIncomeWithForecastEpic, fetchNotificationSettingsEpic, fetchNotificationSettingsViewEpic, fetchNotificationUnreadCountEpic, fetchNotificationViewEpic, fetchOnboardingCompletedCompaniesEpic, fetchOnboardingCustomerSetupViewEpic, fetchOnboardingCustomerViewEpic, fetchOnboardingViewEpic, fetchOpExByVendorEpic, fetchOpExByVendorReportForTimeframeEpic, fetchOpExByVendorReportSummaryEpic, fetchOpExClassesViewEpic, fetchOpExEpic, fetchOpExForTimeframeClassesViewEpic, fetchOpExReportForTimeframeEpic, fetchOpExWithForecastEpic, fetchOwnerListEpic, fetchParentSubsidiaryManagementViewEpic, fetchPaymentAccountBalanceEpic, fetchPaymentAccountListEpic, fetchPaymentSourcesEpic, fetchPeopleEpic, fetchPeoplePageEpic, fetchPortfolioAllocationEpic, fetchPortfolioViewEpic, fetchPreviousBillsEpic, fetchProfitAndLossClassesViewEpic, fetchProfitAndLossEpic, fetchProfitAndLossForTimeframeClassesViewEpic, fetchProfitAndLossForTimeframeEpic, fetchProfitAndLossForTimeframeProjectViewEpic, fetchProfitAndLossProjectViewEpic, fetchProjectListEpic, fetchQBOConnectionPoolEpic, fetchRecentTransferEpic, fetchRecommendationByEntityIdEpic, fetchRecommendationByEntityNameEpic, fetchRecommendationForAccountSettingsEpic, fetchRecommendationForAccountTypeEpic, fetchRecommendationsAndUpdateMerchantRecommendationsEpic, fetchRecommendedTransactionRowIndexEpic, fetchReferralsEpic, fetchRegisteredInterestsEpic, fetchReimbursementCardEpic, fetchReimbursementConfigEpic, fetchRemiAndInitializeLocalStoreEpic, fetchRemiApproversDetailsEpic, fetchRemiApproversListEpic, fetchRemiDetailEpic, fetchRemiListEpic, fetchRemiListPerTabEpic, fetchRemiSetupApproverViewEpic, fetchRemiSetupViewEpic, fetchRevenueClassesViewEpic, fetchRevenueEpic, fetchRevenueForTimeframeClassesViewEpic, fetchRevenueForTimeframeEpic, fetchRevenueWithForecastEpic, fetchReviewCompanyViewEpic, fetchReviewTransferDetailEpic, fetchRewardsPlanEpic, fetchScheduleAccruedDetailsEpic, fetchScheduleAccruedDetailsPageEpic, fetchScheduleDetailsEpic, fetchScheduleDetailsPageEpic, fetchScheduleListEpic, fetchSchedulesAccountEpic, fetchSkillsEpic, fetchSubscriptionAddOnsEpic, fetchSubscriptionCouponsEpic, fetchSubscriptionCreateEstimateEpic, fetchSubscriptionDetailsEpic, fetchSubscriptionListEpic, fetchSubscriptionPlansEpic, fetchSubscriptionSummaryForTenantEpic, fetchSubscriptionUpdateEstimateEpic, fetchSubscriptionViewEpic, fetchSubTasksEpic, fetchSuggestedQuestionsEpic, fetchTaskDetailEpic, fetchTaskDetailPageEpic, fetchTaskGroupTemplatesEpic, fetchTaskHistoryEpic, fetchTaskListEpic, fetchTaskListPageEpic, fetchTaskManagerMetricsEpic, fetchTasksCardEpic, fetchTopExEpic, fetchTransactionActivityLogEpic, fetchTransactionDetailEpic, fetchTransactionListByAccountEpic, fetchTransactionListByClassEpic, fetchTransactionListByEntityEpic, fetchTransactionListByProjectEpic, fetchTransactionsForEntityEpic, fetchTransactionsListByCategoryTypeEpic, fetchTransferAccountsEpic, fetchTreasuryDetailEpic, fetchTreasuryFundsEpic, fetchTreasuryHistoryEpic, fetchTreasurySetupViewEpic, fetchTreasuryStatementListEpic, fetchTreasuryTaxLetterListEpic, fetchTreasuryTransactionListEpic, fetchTrendForEntityEpic, fetchUserDetailEpic, fetchUserFinancialAccountEpic, fetchUserListByTypeEpic, fetchUserRoleConfigEpic, fetchVendor1099TypeListEpic, fetchVendorAndUpdateBillLocalDataEpic, fetchVendorByNameAndParseInvoiceEpic, fetchVendorDetailsEpic, fetchVendorEpic, fetchVendorFirstReviewAttachmentsEpic, fetchVendorFirstReviewViewEpic, fetchVendorGlobalReviewViewEpic, fetchVendorsFiling1099AllEpic, fetchVendorsFiling1099DownloadEpic, fetchVendorsFiling1099ListEpic, fetchVendorsListEpic, fetchVendorsTabVendorDetailPageViewEpic, fetchVendorsTabVendorDetailsEpic, fetchVendorsTabVendorEpic, fetchVendorTabViewEpic, fetchVendorTypeListEpic, fetchZeniAccountListEpic, fetchZeniAccountsConfigEpic, fetchZeniAccountSetupViewEpic, fetchZeniAccountsPromoCardEpic, fetchZeniAccStatementListEpic, fetchZeniAccStatementPageEpic, fetchZeniUsersEpic, getOnboardingEmailGroupEpic, getOnboardingPlaidLinkTokenEpic, getPaymentAccountsEpic, getPlaidLinkTokenEpic, ignoreExpenseAutomationJEScheduleEpic, improveUsingZeniGPTEpic, includeAccountInReconciliationEpic, initEmailConnectOAuthEpic, initialiseExpenseAutomationReconciliationLocalDataForSelectedAccountIdEpic, initializeAccountMappingViewEpic, initializeAccountSettingsViewEpic, initializeBillPaySetupApproverViewUpdateDataEpic, initializeBillToLocalStoreEpic, initializeCardUserOnboardingLocalDataEpic, initializeCompanyHealthMetricViewLocalDataEpic, initializeDynamicFormEpic, initializeEditPersonEpic, initializeExpenseAutomationJeScheduleLocalDataEpic, initializeInternationalWireLocalDataEpic, initializeIntlVerificationFormEpic, initializeMyProfileLocalDataEpic, initializeOnboardingCustomerViewUpdateDataEpic, initializeRemiSetupApproverViewUpdateDataEpic, initializeRemiToLocalStoreEpic, initializeScheduleAccruedDetailLocalDataEpic, initializeScheduleDetailLocalDataEpic, initializeSubscriptionLocalDataEpic, initializeTaskToLocalStoreEpic, initializeTransactionDetailLocalDataEpic, initializeVendorAddressEpic, initiateChargeCardRepaymentEpic, initiateReportsClassViewRefetchingEpic, invitePeopleEpic, inviteZeniPeopleEpic, issueChargeCardEpic, lockChargeCardEpic, lockChargeCardsEpic, markAsCompleteScheduleDetailEpic, markTransactionAsNotMiscategorizedEpic, notifyMeForFeatureEpic, parallelFetchAccountTransactionListEpic, parallelFetchClassTransactionListEpic, parallelFetchEntityTransactionListEpic, parallelFetchProjectTransactionListEpic, parallelFetchTransactionListByCategoryTypeEpic, parseInvoiceToBillEpic, parseReceiptsToRemiEpic, parseStatementEpic, parseUploadedKybDocumentEpic, parseUploadedKycDocumentEpic, peopleSaveUpdatesEpic, policyDocumentExtractionToRecommendationBridgeEpic, policyRecommendationFromUploadEpic, pollBulkUploadBatchStatusEpic, pusherBatchStatusCompletionEpic, pushToastNotificationEpic, refetchCompletedTransactionsOnBulkUploadSortEpic, refreshBatchDetailsForBatchIdEpic, refreshExpenseAutomationCurrentTabEpic, refreshIntegrationsDataEpic, refreshOpExByVendorReportEpic, rejectVendorGlobalReviewEpic, reorderBillPayApprovalRulesEpic, reorderRemiApprovalRulesEpic, reparseStatementEpic, reportsResyncEpic, resendCardInviteEpic, resendInviteEpic, resendOtpEpic, resendReferralInviteEpic, resendVerifyDeviceOTPEpic, resetTransactionVendorLocalDataEpic, resetVendorDetailLocalDataEpic, resetVendorsTabVendorDetailLocalDataEpic, restoreBulkUploadAutomatchingOnMountEpic, retryBankAccountConnectionEpic, retryBankAccountConnectionForOnboardingEpic, retryExpenseAutomationJEScheduleEpic, retryOrRefundBillEpic, reviewDraftRemisBulkActionEpic, reviewExpenseAutomationFluxAnalysisViewEpic, revokeCardInviteEpic, revokeChargeCardsInviteEpic, saveAccountMappingViewEpic, saveAccountSettingsViewEpic, saveAPIKeyConnectionEpic, saveAutoSweepSettingsEpic, saveBillDetailEpic, saveBillPaySetupApproverViewUpdatesEpic, saveCannedResponseEpic, saveCardOnboardingUserDetailsEpic, saveCompanyBillingAddressEpic, saveCompanyHealthMetricByIdEpic, saveCompanyMonthEndReportEpic, saveCompanyPassportDetailsEpic, saveConnectorCredentialsEpic, saveCreditAgentMacroEpic, saveExpenseAutomationReconciliationDetailsEpic, saveExpenseAutomationReconciliationReviewEpic, saveExternalConnectionEpic, saveMagicLinkBankAccountEpic, saveNewAddressEpic, saveNotificationSettingsEpic, saveOAuthConnectionEpic, saveOnboardingCustomerCompletedStatusEpic, saveOnboardingCustomerNotesEpic, saveOnboardingCustomerViewUpdatesEpic, saveRealTimeApprovalEpic, saveReasonForAuditRuleEpic, saveRemiDetailEpic, saveRemiSetupApproverViewUpdatesEpic, saveScheduleAccruedDetailsEpic, saveScheduleDetailsEpic, saveSubscriptionNotesUpdatesEpic, saveSubscriptionUpdatesEpic, saveTaskDetailEpic, saveTransactionDetailEpic, saveTransactionVendorEpic, saveVendorDetailsViewEpic, saveVendorEpic, saveVendorFirstReviewViewEpic, saveVendorsTabVendorEpic, scheduleTenantCreditScoreCronEpic, searchTransactionsForManualMatchEpic, seedAiCardCreationFormDraftEpic, seedAiCardPolicyFormDraftEpic, sendCompanyMonthEndReportEpic, sendEmailMagicLinkToUserEpic, sendOnboardingCustomerViewInviteEpic, sendOtpEpic, sendReferralInviteEpic, sessionHeartbeatEpic, snoozeTaskEpic, statementCloseDayEpic, stopSubmitEpic, stopSubmitQuestionEpic, submitDraftBillsBulkActionEpic, submitDraftRemisBulkActionEpic, submitExpressPayEpic, submitFeedbackEpic, submitIntlVerificationEpic, submitQuestionEpic, syncTabsAfterAutomatchEpic, toggleReportUIOptionForecastModeEpic, transferMoneyEpic, treasuryTransferMoneyEpic, triggerAiAccountantJobEpic, triggerReviewTabRefetchEpic, unlinkPaymentAccountEpic, unlockChargeCardEpic, unlockChargeCardsEpic, unsnoozeTaskEpic, updateAccountingClassesEnabledEpic, updateAccruedJESchedulesEpic, updateAddressEpic, updateAmountsInScheduleAccruedDetailEpic, updateAmountsInScheduleDetailEpic, updateAutoTransferRuleEpic, updateBusinessVerificationDetailsEpic, updateCapitalizationAccountThresholdEpic, updateCardPolicyEpic, updateCardProfileEpic, updateChargeCardDetailEpic, updateChargeCardLimitEpic, updateChargeCardNameEpic, updateChargeCardsLimitEpic, updateCompanyDetailsEpic, updateCompanyOfficerEpic, updateCompanyPassportLocalStoreDataEpic, updateCompanyTaskManagerViewFiltersEpic, updateDashboardLayoutEpic, updateDebitCardPinAttemptEpic, updateDepositAccountEpic, updateExpenseAutomationReconciliationBalanceLocalDataEpic, updateFileNameEpic, updateFilesMetadataEpic, updateJESchedulesEpic, updateMappedCashAccountEpic, updateMileageDetailsEpic, updateMyProfileEpic, updateNetBurnOrIncomeStoryCardSettingsEpic, updateNotificationViewAllNotificationsStatusEpic, updateNotificationViewNotificationStatusEpic, updateOnboardingCustomerViewCompleteStatusEpic, updateOnboardingCustomerViewDashboardLoadedEpic, updateOnboardingCustomerViewEpic, updateOnboardingCustomerViewLocalStoreDataEpic, updateOnboardingPaymentAccountLoginStatusEpic, updateOnboardingPaymentAccountStatusEpic, updatePaymentAccountEpic, updatePaymentAccountLoginStatusEpic, updatePaymentAccountStatusEpic, updatePhysicalChargeCardAttemptEpic, updatePortfolioAllocationEpic, updatePrimaryContactEpic, updatePrimaryFundingAccountEpic, updateQBOConnectionPoolExternalConnectionEpic, updateReferViewedEpic, updateRemiSetupViewLocalStoreDataEpic, updateReportUIOptionCOABalancesRangeEpic, updateReportUIOptionIsCompareModeEpic, updateReportUIOptionIsCompareModeOnEpic, updateReportUIOptionThisPeriodEpic, updateReportUIOptionTimeFrameEpic, updateSectionAccountsViewEpic, updateSectionClassesViewEpicV2, updateSectionProjectViewEpic, updateSelectedVendorForCreateFlowEpic, updateSetupViewLocalStoreDataEpic, updateStatementInfoEpic, updateTaskFromListViewEpic, updateTaskGroupNameEpic, updateTransactionDetailEpic, updateTreasuryPromoIntroClosedByOutsideClickEpic, updateTreasuryPromoRemindMeLaterClickedEpic, updateTreasuryVideoViewedEpic, updateVendorContactEpic, uploadAccountStatementEpic, uploadMissingAttachmentSuccessEpic, uploadMissingReceiptSuccessEpic, uploadTransactionReceiptSuccessEpic, validateBillsBulkActionEpic, vendorFiling1099UploadDetailsSaveEpic, verifyDeviceWithTwoFAEpic, verifyOtpEpic, verifyUserEpic, waitForBillDetailThenInitializeLocalStoreEpic, waitForForecastListThenFetchNetBurnOrIncomeWithForecastEpic, waitForForecastListThenFetchOpExWithForecastEpic, waitForForecastListThenFetchRevenueWithForecastEpic, waitForMerchantRecommendationFetchThenUpdateRecommendationInMerchantEpic, waitForVendorByIdThenSaveBillUpdatetoLocalStoreEpic, waitForVendorByNameThenParsetoLocalStoreEpic, waitForVendorByNameThenUpdateBillDetailEpic, waitForVendorRecommendationFetchThenUpdateRecommendationInBillEpic, wiseRedirectEpic);
 const rootEpic = (action$, store$, dependencies) => combinedEpics(action$, store$, dependencies).pipe(map(identity), catchError((error, source) => {
     console.error(error);
     return source;

package/lib/esm/index.js

@@ -704,3 +704,8 @@ export { getTransactionActivityLogView, } from './view/transactionActivityLogVie
 export { SessionManager } from './entity/tenant/SessionManager';
 export { DEFAULT_SESSION_CONFIG } from './entity/tenant/sessionTypes';
 export { toKycProvidedDocumentType, toKycProvidedDocumentTypeFromAllowed, } from './view/spendManagement/commonSetup/types/kycKybAutofill';
+export { fetchCashManagementBanner, fetchCashManagementOverviewPage, } from './view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer';
+export { clearAutoSweepFlow, saveAutoSweepSettings, updateAutoSweepDraft, updateAutoSweepRisk, updateAutoSweepSettingsFetchStatus, updateCashManagementSettings, updateCashManagementSettingsFetchStatus, } from './view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer';
+export { getAutoSweepFlow } from './view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowSelector';
+export { RISK_BUFFER_AMOUNT, bufferAmountToRisk, } from './view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowState';
+export { getCashManagementOverview, getCashManagementOverviewBanner, } from './view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewSelector';

package/lib/esm/reducer.js

@@ -159,6 +159,8 @@ import internationalWireVerification, { initialState as initialInternationalWire
 import magicLinkView, { initialState as initialMagicLinkViewState, } from './view/spendManagement/billPay/magicLinkView/magicLinkViewReducer';
 import previousBills, { initialState as initialPreviousBillsState, } from './view/spendManagement/billPay/previousBills/previousBillsReducer';
 import wiseRedirect, { initialState as initialWiseRedirectState, } from './view/spendManagement/billPay/wiseRedirectView/wiseRedirectReducer';
+import autoSweepFlow, { initialState as initialAutoSweepFlowState, } from './view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer';
+import cashManagementOverview, { initialState as initialCashManagementOverviewState, } from './view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer';
 import cardPolicyDetail, { initialState as initialCardPolicyDetailState, } from './view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer';
 import cardPolicyList, { initialState as initialCardPolicyListState, } from './view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer';
 import createCardPolicy, { initialState as initialCreateCardPolicyState, } from './view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer';
@@ -314,6 +316,7 @@ const initialViewsState = {
     arAgingState: initialArAgingState,
     auditReportViewState: initialAuditReportViewState,
     authenticationViewState: initialAuthenticationViewState,
+    autoSweepFlowState: initialAutoSweepFlowState,
     autotransferRulesState: initialAutotransferRulesState,
     balanceSheetState: initialBalanceSheetState,
     bankAccountViewState: initialBankAccountView,
@@ -334,6 +337,7 @@ const initialViewsState = {
     cashBalanceState: initialCashBalanceState,
     cashFlowState: initialCashFlowState,
     cashInCashOutState: initialCashInCashOutState,
+    cashManagementOverviewState: initialCashManagementOverviewState,
     cashPositionState: initialCashPositionState,
     chargeCardConfigState: initialChargeCardConfigState,
     chargeCardDetailState: initialChargeCardDetailState,
@@ -555,6 +559,7 @@ const viewReducers = {
     arAgingState: arAging,
     auditReportViewState: auditReportView,
     authenticationViewState: authentication,
+    autoSweepFlowState: autoSweepFlow,
     autotransferRulesState: autotransferRules,
     balanceSheetState: balanceSheet,
     bankAccountViewState: bankAccountView,
@@ -574,6 +579,7 @@ const viewReducers = {
     cashBalanceState: cashBalance,
     cashFlowState: cashFlow,
     cashInCashOutState: cashInCashOut,
+    cashManagementOverviewState: cashManagementOverview,
     cashPositionState: cashPosition,
     chargeCardConfigState: chargeCardConfig,
     chargeCardDetailState: chargeCardDetail,

package/lib/esm/view/recommendation/fetchEntityRecommendationsForLineUpdateEpic.js

@@ -5,7 +5,7 @@ import { getTransactionWithCOT, getTransactionWithCOTFromRecommendations, } from
 import { createZeniAPIStatus, isSuccessResponse } from '../../responsePayload';
 import { getUncategorizedAccounts } from '../accountList/accountListSelector';
 import { markCategoryClassRecommendationsCompletedForCategorization, markCategoryClassRecommendationsFailureForCategorization, markCategoryClassRecommendationsInProgressForCategorization, setEntityRecommendationForLineIdsForCategorization, } from '../expenseAutomationView/reducers/transactionsViewReducer';
-import { markCategoryClassRecommendationsCompletedForTransactionDetail, markCategoryClassRecommendationsFailureForTransactionDetail, markCategoryClassRecommendationsInProgressForTransactionDetail, setEntityRecommendationForLineIdsForTransactionDetail, updateVendorBulkRecommendationsFetchStatus, } from '../transactionDetail/transactionDetailReducer';
+import { markCategoryClassRecommendationsCompletedForTransactionDetail, markCategoryClassRecommendationsFailureForTransactionDetail, markCategoryClassRecommendationsInProgressForTransactionDetail, setEntityRecommendationForLineIdsForTransactionDetail, } from '../transactionDetail/transactionDetailReducer';
 import { buildRecommendationUrl, getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT, } from './recommendationHelper';
 import { fetchEntityRecommendationsForLineUpdate } from './recommendationReducer';
 // Close the per-target groupBy bucket after this much idle time so inactive
@@ -38,16 +38,6 @@ export const fetchEntityRecommendationsForLineUpdateEpic = (actions$, state$, ze
     const payload = action.payload;
     const { transactionId, transaction, lineIds } = payload.transactionDetails;
     const { entity, amount, isFetchCOT, isUncategorizedExpenseCategoryEnabled, } = payload;
-    // The vendor "Update all lines" popup on the detail page watches
-    // its own transaction-level fetch status, separate from the
-    // per-line statuses below — surface completion/failure there too
-    // when this fetch was triggered by that bulk action, or the popup
-    // hangs until its own 60s timeout regardless of how this request
-    // resolves.
-    const isBulkDetailFetch = payload.flowType === 'detail' && payload.isBulkFetch === true;
-    const emitWithBulkStatus = (primaryAction, bulkAction) => isBulkDetailFetch && bulkAction != null
-        ? of(primaryAction, bulkAction)
-        : of(primaryAction);
     // Synchronously emit the start arm so the per-line skeleton +
     // row uncheck happen before the HTTP request begins. The
     // discriminated-union payload narrows `payload.selectedTab` to
@@ -61,9 +51,9 @@ export const fetchEntityRecommendationsForLineUpdateEpic = (actions$, state$, ze
         .getJSON(url)
         .pipe(mergeMap((response) => {
         if (!isSuccessResponse(response) || response.data == null) {
-            return emitWithBulkStatus(payload.flowType === 'categorization'
+            return of(payload.flowType === 'categorization'
                 ? markCategoryClassRecommendationsFailureForCategorization(payload.selectedTab, transactionId, lineIds, response.status)
-                : markCategoryClassRecommendationsFailureForTransactionDetail(transactionId, lineIds, response.status), updateVendorBulkRecommendationsFetchStatus(transactionId, 'Error', response.status));
+                : markCategoryClassRecommendationsFailureForTransactionDetail(transactionId, lineIds, response.status));
         }
         const recommendationWithCOTByLineId = getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT(response.data.recommendations, lineIds);
         // HTTP 200 with no per-line recommendations: NOT an error.
@@ -71,9 +61,9 @@ export const fetchEntityRecommendationsForLineUpdateEpic = (actions$, state$, ze
         // downstream UI can treat this as "we tried, nothing to
         // apply".
         if (recommendationWithCOTByLineId == null) {
-            return emitWithBulkStatus(payload.flowType === 'categorization'
+            return of(payload.flowType === 'categorization'
                 ? markCategoryClassRecommendationsCompletedForCategorization(payload.selectedTab, transactionId, lineIds)
-                : markCategoryClassRecommendationsCompletedForTransactionDetail(transactionId, lineIds), updateVendorBulkRecommendationsFetchStatus(transactionId, 'Completed'));
+                : markCategoryClassRecommendationsCompletedForTransactionDetail(transactionId, lineIds));
         }
         const transactionWithCOT = isFetchCOT === true
             ? getTransactionWithCOTFromRecommendations(transaction, recommendationWithCOTByLineId)
@@ -82,16 +72,16 @@ export const fetchEntityRecommendationsForLineUpdateEpic = (actions$, state$, ze
         if (payload.flowType === 'categorization') {
             return of(setEntityRecommendationForLineIdsForCategorization(payload.selectedTab, transactionId, transactionWithCOT, lineIds, entity, amount, recommendationWithCOTByLineId, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled, getIsAccountingClassesEnabled(state$.value)));
         }
-        return emitWithBulkStatus(setEntityRecommendationForLineIdsForTransactionDetail(transactionId, transactionWithCOT, lineIds, entity, amount, recommendationWithCOTByLineId, uncategorizedIncomeExpense), updateVendorBulkRecommendationsFetchStatus(transactionId, 'Completed'));
+        return of(setEntityRecommendationForLineIdsForTransactionDetail(transactionId, transactionWithCOT, lineIds, entity, amount, recommendationWithCOTByLineId, uncategorizedIncomeExpense));
     }), catchError((error) => {
         const errorMessage = 'fetchEntityRecommendationsForLineUpdate failed: ' +
             (error instanceof Error
                 ? error.message
                 : JSON.stringify(error));
         const status = createZeniAPIStatus('Unexpected Error', errorMessage);
-        return emitWithBulkStatus(payload.flowType === 'categorization'
+        return of(payload.flowType === 'categorization'
             ? markCategoryClassRecommendationsFailureForCategorization(payload.selectedTab, transactionId, lineIds, status)
-            : markCategoryClassRecommendationsFailureForTransactionDetail(transactionId, lineIds, status), updateVendorBulkRecommendationsFetchStatus(transactionId, 'Error', status));
+            : markCategoryClassRecommendationsFailureForTransactionDetail(transactionId, lineIds, status));
     }));
     return concat(of(startAction), httpStream$);
 }))));

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

@@ -1,10 +1,29 @@
 import recordGet from 'lodash/get';
 import { reduceAllFetchState } from '../../../commonStateTypes/reduceFetchState';
-import { getAllFundingAccounts, } from '../commonSetup/setupViewSelector';
+import { getDepositAccountByDepositAccountId } from '../../../entity/depositAccount/depositAccountSelector';
+import { getAllFundingAccounts, mapDepositAccToFundingAccount, } from '../commonSetup/setupViewSelector';
 import { getAllDepositAccounts } from '../zeniAccounts/depositAccountList/depositAccountListSelector';
 import { getAllPaymentAccounts } from '../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 = getDepositAccountByDepositAccountId(depositAccountState, primaryFundingAccountId);
+    return {
+        bufferAmount,
+        frequency,
+        memo,
+        settingsId,
+        primaryFundingAccount: depositAccount != null
+            ? mapDepositAccToFundingAccount(depositAccount)
+            : undefined,
+        treasurySummary: treasuryDetailState.accountSummary,
+        nextTransferDate,
+    };
+};
 export 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 = getAllDepositAccounts(depositAccountState, depositAccountListState);
     const paymentAccountsView = getAllPaymentAccounts(paymentAccountState, paymentAccountListState);
@@ -39,6 +58,7 @@ export const getAutoTransferRules = (state) => {
         transferMoneyParties,
         transferMoneyPartiesFetchState,
         createRuleFetchState,
+        cashManagementRule: buildCashManagementRule(autoSweepFlowState, depositAccountState, treasuryDetailState),
         fetchState,
         error,
         version: 0,

package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowPayload.js

@@ -0,0 +1,29 @@
+import { toAmount } from '../../../../commonStateTypes/amount';
+import { date } from '../../../../zeniDayJS';
+import { toAutoSweepFrequency, } from './autoSweepFlowState';
+export const toSaveAutoSweepSettingsBody = (state) => ({
+    frequency: state.frequency,
+    memo: state.memo,
+    minimum_buffer_usd: state.bufferAmount.amount,
+});
+/**
+ * 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 const toAutoSweepFlowStatePatch = (payload) => {
+    const currencyCode = payload.source_bank_account.balances?.currency_code;
+    const currencySymbol = payload.source_bank_account.balances?.currency_symbol;
+    return {
+        bufferAmount: toAmount(payload.minimum_buffer_usd, currencyCode ?? 'USD', currencySymbol ?? '$'),
+        frequency: toAutoSweepFrequency(payload.frequency) ?? 'weekly',
+        nextTransferDate: payload.next_run_date != null && payload.next_run_date !== ''
+            ? date(payload.next_run_date)
+            : undefined,
+        primaryFundingAccountId: payload.source_bank_account.deposit_account_id ?? undefined,
+        settingsId: payload.cash_management_settings_id ?? undefined,
+    };
+};

package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer.js

@@ -0,0 +1,78 @@
+import { createSlice } from '@reduxjs/toolkit';
+import { toAutoSweepFlowStatePatch, } from './autoSweepFlowPayload';
+import { initialAutoSweepFlowState, } from './autoSweepFlowState';
+export const initialState = initialAutoSweepFlowState;
+const autoSweepFlow = createSlice({
+    name: 'autoSweepFlow',
+    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 = 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 initialAutoSweepFlowState;
+        },
+    },
+});
+export const { fetchCashManagementSettings, updateCashManagementSettings, updateCashManagementSettingsFetchStatus, updateAutoSweepRisk, updateAutoSweepDraft, saveAutoSweepSettings, updateAutoSweepSettingsFetchStatus, clearAutoSweepFlow, } = autoSweepFlow.actions;
+export default autoSweepFlow.reducer;

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

@@ -0,0 +1,49 @@
+import { getDepositAccountByDepositAccountId } from '../../../../entity/depositAccount/depositAccountSelector';
+import { mapDepositAccToFundingAccount, } from '../../commonSetup/setupViewSelector';
+import { getTreasuryDetail } from '../../treasury/treasuryList/treasuryDetailSelector';
+import { getCashManagementOverviewBanner } from '../cashManagementOverview/cashManagementOverviewSelector';
+import { RISK_BUFFER_AMOUNT, bufferAmountToRisk, } from './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';
+export const getAutoSweepFlow = (state) => {
+    const { bufferAmount, frequency, memo, saveStatus, settingsId, primaryFundingAccountId, fetchState, error, } = state.autoSweepFlowState;
+    const depositAccount = primaryFundingAccountId != null
+        ? getDepositAccountByDepositAccountId(state.depositAccountState, primaryFundingAccountId)
+        : undefined;
+    const risk = 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 = getCashManagementOverviewBanner(state).amount;
+    const sweepAmount = {
+        ...baseSweepAmount,
+        amount: Math.max(0, baseSweepAmount.amount +
+            RISK_BUFFER_AMOUNT[DEFAULT_RISK_LEVEL] -
+            RISK_BUFFER_AMOUNT[risk]),
+    };
+    return {
+        fetchState,
+        error,
+        formData: {
+            bufferAmount,
+            frequency,
+            memo,
+            risk,
+        },
+        primaryFundingAccount: depositAccount != null
+            ? mapDepositAccToFundingAccount(depositAccount)
+            : undefined,
+        saveStatus,
+        settingsId,
+        sweepAmount,
+        treasurySummary: getTreasuryDetail(state).accountSummary,
+        version: 0,
+    };
+};

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

@@ -0,0 +1,47 @@
+import { toAmount } from '../../../../commonStateTypes/amount';
+import { stringToUnion } from '../../../../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).
+ */
+export const ALL_AUTO_SWEEP_FREQUENCIES = [
+    'daily',
+    'weekly',
+    'biweekly',
+    'monthly',
+];
+export const toAutoSweepFrequency = (v) => stringToUnion(v ?? '', ALL_AUTO_SWEEP_FREQUENCIES);
+/**
+ * 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 const ALL_AUTO_SWEEP_RISK_LEVELS = ['low', 'moderate', 'high'];
+export const toAutoSweepRiskLevel = (v) => stringToUnion(v ?? '', ALL_AUTO_SWEEP_RISK_LEVELS);
+export const 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.
+ */
+export const bufferAmountToRisk = (amount) => {
+    const match = Object.entries(RISK_BUFFER_AMOUNT).find(([, presetAmount]) => presetAmount === amount);
+    return match != null ? match[0] : 'moderate';
+};
+export const initialAutoSweepFlowState = {
+    bufferAmount: 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/esm/view/spendManagement/cashManagement/autoSweepFlow/epics/fetchCashManagementSettingsEpic.js

@@ -0,0 +1,32 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { updateDepositAccounts } from '../../../../../entity/depositAccount/depositAccountReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
+import { fetchCashManagementSettings, updateCashManagementSettings, updateCashManagementSettingsFetchStatus, } from '../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.
+ */
+export const fetchCashManagementSettingsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchCashManagementSettings.match), switchMap(() => {
+    const endpoint = `${zeniAPI.apiEndPoints.cashManagementAgentBaseUrl}/1.0/cash-management/settings`;
+    return zeniAPI.getJSON(endpoint).pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            return 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.
+            updateDepositAccounts([response.data.source_bank_account]), updateCashManagementSettings({ data: response.data }));
+        }
+        return of(updateCashManagementSettingsFetchStatus({
+            fetchState: 'Error',
+            error: response.status,
+        }));
+    }), catchError((error) => of(updateCashManagementSettingsFetchStatus({
+        fetchState: 'Error',
+        error: createZeniAPIStatus('Unexpected Error', 'Fetch cash management settings REST API call errored out: ' +
+            (error?.message ?? String(error))),
+    }))));
+}));

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

@@ -0,0 +1,32 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
+import { toSaveAutoSweepSettingsBody, } from '../autoSweepFlowPayload';
+import { saveAutoSweepSettings, updateAutoSweepSettingsFetchStatus, } from '../autoSweepFlowReducer';
+export const saveAutoSweepSettingsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(saveAutoSweepSettings.match), switchMap(() => {
+    const endpoint = `${zeniAPI.apiEndPoints.cashManagementAgentBaseUrl}/1.0/cash-management/settings`;
+    const { bufferAmount, frequency, memo, settingsId } = state$.value.autoSweepFlowState;
+    const payload = toSaveAutoSweepSettingsBody({
+        bufferAmount,
+        frequency,
+        memo,
+    });
+    // First-time setup (no settings id from the GET yet) → POST a new
+    // record. Subsequent edits update the existing one via PUT.
+    const request$ = settingsId == null
+        ? zeniAPI.postAndGetJSON(endpoint, payload)
+        : zeniAPI.putAndGetJSON(endpoint, payload);
+    return request$.pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            return of(updateAutoSweepSettingsFetchStatus({ fetchState: 'Completed' }));
+        }
+        return of(updateAutoSweepSettingsFetchStatus({
+            fetchState: 'Error',
+            error: response?.status,
+        }));
+    }), catchError((error) => of(updateAutoSweepSettingsFetchStatus({
+        fetchState: 'Error',
+        error: createZeniAPIStatus('Unexpected Error', 'Save auto-sweep settings REST API call errored out: ' +
+            (error?.message ?? String(error))),
+    }))));
+}));

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

@@ -0,0 +1,54 @@
+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),
+});