@zeniai/client-epic-state 5.1.52 → 5.1.53-betaRD1

package/lib/view/transactionDetail/epics/updateTransactionDetailEpic.js

@@ -9,6 +9,7 @@ const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const recommendationPayload_1 = require("../../../commonPayloadTypes/recommendationPayload");
 const snackbarReducer_1 = require("../../../entity/snackbar/snackbarReducer");
+const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
 const customerTransactionPayload_1 = require("../../../entity/transaction/payloadTypes/customerTransactionPayload");
 const otherTransactionPayload_1 = require("../../../entity/transaction/payloadTypes/otherTransactionPayload");
 const transactionIDPayload_1 = require("../../../entity/transaction/payloadTypes/transactionIDPayload");
@@ -25,13 +26,12 @@ const transactionSelector_1 = require("../../../entity/transaction/transactionSe
 const vendorReducer_1 = require("../../../entity/vendor/vendorReducer");
 const vendorSelector_1 = require("../../../entity/vendor/vendorSelector");
 const responsePayload_1 = require("../../../responsePayload");
-const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
 const accountListSelector_1 = require("../../accountList/accountListSelector");
 const transactionCategorizationLocalDataHelper_1 = require("../../expenseAutomationView/helpers/transactionCategorizationLocalDataHelper");
 const transactionsViewReducer_1 = require("../../expenseAutomationView/reducers/transactionsViewReducer");
+const transactionDetailLocalDataHelper_1 = require("../transactionDetailLocalDataHelper");
 const transactionDetailReducer_1 = require("../transactionDetailReducer");
 const transactionDetailState_1 = require("../transactionDetailState");
-const saveTransactionHelper_1 = require("./saveTransactionHelper");
 const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(transactionDetailReducer_1.updateTransactionDetail.match), (0, operators_1.mergeMap)((action) => {
     const { transactionState, vendorState, transactionDetailState } = state$.value;
     const isAccountingProjectsEnabled = (0, tenantSelector_1.getIsAccountingProjectsEnabled)(state$.value);
@@ -42,24 +42,6 @@ const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe
         if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
             const transactionIdResp = (0, transactionIDPayload_1.toTransactionID)(response.data.transaction);
             const transactionDetailKeyForResponse = (0, transactionDetailState_1.getTransactionDetailKey)(transactionIdResp);
-            const tranDetail = (0, get_1.default)(transactionDetailState.transactionDetailById, transactionDetailKeyForResponse, undefined);
-            const tranVendorUpdates = tranDetail?.transactionDetailLocalData.vendorUpdates;
-            let vendorUpdates = undefined;
-            if (tranVendorUpdates?.qboId != null) {
-                const vendor = (0, vendorSelector_1.getVendorByVendorId)(vendorState, tranVendorUpdates.qboId);
-                if (vendor != null) {
-                    vendorUpdates = {
-                        id: vendor?.qboId,
-                        name: vendor?.name,
-                    };
-                }
-                else if (tranVendorUpdates.name != null) {
-                    vendorUpdates = {
-                        id: tranVendorUpdates.qboId,
-                        name: tranVendorUpdates.name,
-                    };
-                }
-            }
             const actions = [];
             if (response.data.vendors != null) {
                 actions.push((0, vendorReducer_1.updateVendors)(response.data.vendors, 'merge'));
@@ -72,30 +54,14 @@ const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe
                 vendorId: response.data.vendors?.[0]?.vendor_id,
             }));
             actions.push((0, transactionDetailReducer_1.updateTransactionDetailSaveStatus)(transactionIdResp, 'Completed'));
-            let callMarkTransactionAsNotMiscategorized = true;
-            // NOTE: If tran is vendorType OR JE OR Deposit transaction and there is no vendor chosen on this tranaction while saving,
-            // then we need to skip mark-miscategorized-as-correct api call
-            if ((0, transactionType_1.toVendorTransactionTypeStrict)(response.data.transaction.transaction_type) != null ||
-                (0, transactionType_1.toJEAndDepositTransactionTypeStrict)(response.data.transaction.transaction_type) != null) {
-                const isAccountingClassesEnabled = (0, tenantSelector_1.getIsAccountingClassesEnabled)(state$.value);
-                const isAnyClassMissing = isAccountingClassesEnabled &&
-                    checkIfClassMissingForAnyLineItem(response.data.transaction);
-                const isVendorOrCustomerMissingInAnyLine = (0, transactionType_1.toJEAndDepositTransactionTypeStrict)(response.data.transaction.transaction_type) != null &&
-                    checkIfVendorOrCustomerMissingForAnyLineItem(response.data.transaction);
-                if ((vendorUpdates?.id == null &&
-                    isVendorOrCustomerMissingInAnyLine == true) ||
-                    isAnyClassMissing == true) {
-                    callMarkTransactionAsNotMiscategorized = false;
-                }
-            }
             const uncategorizedIncomeExpense = (0, accountListSelector_1.getUncategorizedAccounts)(state$.value.accountState, state$.value.accountListState, 'accountList');
             const transaction = (0, toSupportedTransaction_1.default)(response.data.transaction);
-            const isTransactionUnCategorized = (0, saveTransactionHelper_1.isTransactionUncategorized)(transaction, uncategorizedIncomeExpense);
+            const isAccountingClassesEnabled = (0, tenantSelector_1.getIsAccountingClassesEnabled)(state$.value);
+            const eligibleLineIds = getLineIdsEligibleForReview(transaction, uncategorizedIncomeExpense, isAccountingClassesEnabled, action.payload.isExpenseAutomationEnabled);
             if (action.payload.transactionSaveUpdates.markAsMiscatUpdates ===
                 true &&
-                callMarkTransactionAsNotMiscategorized === true &&
-                isTransactionUnCategorized === false) {
-                actions.push((0, transactionDetailReducer_1.markTransactionAsNotMiscategorized)(transactionIdResp, action.payload.transactionSaveUpdates, action.payload.isExpenseAutomationEnabled));
+                eligibleLineIds.length > 0) {
+                actions.push((0, transactionDetailReducer_1.markTransactionAsNotMiscategorized)(transactionIdResp, action.payload.transactionSaveUpdates, action.payload.isExpenseAutomationEnabled, eligibleLineIds));
             }
             else {
                 actions.push((0, transactionDetailReducer_1.updateStatusConsolidatedSaveTransactionDetail)({
@@ -307,31 +273,58 @@ const toTransactionUpdatePayload = (updates, detail, cotTransactionTracking, isA
     return (0, transactionPayload_1.injectCOTFlagsIntoTransactionPayload)(basePayload, transaction);
 };
 exports.toTransactionUpdatePayload = toTransactionUpdatePayload;
-const checkIfClassMissingForAnyLineItem = (transactionPayload) => {
-    let isAnyClassMissing = false;
-    if (transactionPayload.lines != null) {
-        transactionPayload.lines.forEach((line) => {
-            if (line.line_detail?.class
-                ?.accounting_class_id == null) {
-                isAnyClassMissing = true;
+const getLineIdsEligibleForReview = (transaction, uncategorizedIncomeExpense, isAccountingClassesEnabled, isExpenseAutomationEnabled) => {
+    // For non-EA, any line missing a required field (class when enabled, or entity on JE/Deposit)
+    // suppresses the entire call. EA keeps the per-line model, returning only eligible line IDs.
+    if (!isExpenseAutomationEnabled) {
+        const isApplicableType = (0, vendorTransaction_1.isVendorTransaction)(transaction) ||
+            (0, transactionType_1.toJEAndDepositTransactionTypeStrict)(transaction.type) != null;
+        if (isApplicableType) {
+            const lines = (transaction.lines ?? []).filter((line) => line.type === 'transaction_with_account_and_class_line' ||
+                line.type === 'journal_entry_transaction_line' ||
+                line.type === 'transaction_with_product_or_service_line');
+            if (isAccountingClassesEnabled) {
+                const anyLineMissingClass = lines.some((line) => (line.class?.classId ??
+                    '') === '');
+                if (anyLineMissingClass) {
+                    return [];
+                }
             }
-        });
-    }
-    return isAnyClassMissing;
-};
-const checkIfVendorOrCustomerMissingForAnyLineItem = (transactionPayload) => {
-    let isAnyVendorOrCustomerMissing = false;
-    if (transactionPayload.lines != null) {
-        transactionPayload.lines.forEach((line) => {
-            if (line.line_detail
-                ?.vendor == null &&
-                line.line_detail
-                    ?.customer == null) {
-                isAnyVendorOrCustomerMissing = true;
+            if ((0, transactionType_1.toJEAndDepositTransactionTypeStrict)(transaction.type) != null) {
+                const anyLineMissingEntity = lines.some((line) => {
+                    const tl = line;
+                    return tl.vendor == null && tl.customer == null;
+                });
+                if (anyLineMissingEntity) {
+                    return [];
+                }
             }
-        });
+        }
     }
-    return isAnyVendorOrCustomerMissing;
+    return (transaction.lines ?? [])
+        .filter((line) => {
+        if (line.type !== 'transaction_with_account_and_class_line' &&
+            line.type !== 'journal_entry_transaction_line' &&
+            line.type !== 'transaction_with_product_or_service_line') {
+            return false;
+        }
+        const typedLine = line;
+        const hasCategory = !(0, transactionDetailLocalDataHelper_1.isAccountUncategorized)(uncategorizedIncomeExpense, typedLine.account?.qboId);
+        // class is always a ClassBase object (never null) because the payload mapper
+        // calls mapClassBasePayloadToClassBase(payload ?? {}) which returns {} with classId:''.
+        // A real class is indicated by a non-empty classId.
+        const hasClass = !isAccountingClassesEnabled || (typedLine.class?.classId ?? '') !== '';
+        const hasAmount = (typedLine.amount?.amount ?? 0) !== 0;
+        // JE lines and Deposit transactions require vendor or customer before being eligible for review.
+        const isJEOrDepositContext = line.type === 'journal_entry_transaction_line' ||
+            (0, transactionType_1.toJEAndDepositTransactionTypeStrict)(transaction.type) != null;
+        const hasEntity = !isJEOrDepositContext ||
+            typedLine.vendor != null ||
+            typedLine.customer != null;
+        return hasCategory && hasClass && hasAmount && hasEntity;
+    })
+        .map((line) => line.id)
+        .filter(Boolean);
 };
 // Converts a locally-created line item (from edit mode) into the wire shape
 // expected by the categorize endpoint. Sending id='' signals the backend to

package/lib/view/transactionDetail/transactionDetailLocalDataHelper.js

@@ -764,6 +764,7 @@ const setEntityRecommendationForLineIdInLocalData = (transaction, transactionDet
         latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity,
         vendorBulkUpdateCategoryClassRecommendationsFetchStatus: transactionDetailLocalData.vendorBulkUpdateCategoryClassRecommendationsFetchStatus,
         selectedEntity: transactionDetailLocalData.selectedEntity,
+        editMode: transactionDetailLocalData.editMode,
     };
     return newLocalData;
 };
@@ -818,6 +819,7 @@ const removeEntityRecommendationForLineIdInLocalData = (transaction, transaction
         latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem,
         latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity,
         selectedEntity: transactionDetailLocalData.selectedEntity,
+        editMode: transactionDetailLocalData.editMode,
     };
     return newLocalData;
 };
@@ -838,7 +840,8 @@ const getChangedLineItemCountFromLocalData = (transaction, transactionLocalData)
                     const accountLine = line;
                     hasCategoryChanged =
                         accountLineLocal.account?.qboId !== accountLine.account.qboId &&
-                            accountLineLocal.account?.accountId !== accountLine.account.accountId;
+                            accountLineLocal.account?.accountId !==
+                                accountLine.account.accountId;
                     hasClassChanged =
                         (accountLineLocal.class?.qboId != null ||
                             accountLine.class?.qboId != null) &&

package/lib/view/transactionDetail/transactionDetailReducer.d.ts

@@ -38,10 +38,11 @@ export declare const downloadAccountingProviderAttachment: import("@reduxjs/tool
     error: ZeniAPIStatus<Record<string, unknown>> | undefined;
 }, "transactionDetail/updateTransactionDetailSaveStatus", never, never>, clearTransactionDetailSaveStatus: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID], {
     transactionId: TransactionID;
-}, "transactionDetail/clearTransactionDetailSaveStatus", never, never>, markTransactionAsNotMiscategorized: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, transactionSaveUpdates: TransactionSaveUpdates, isExpenseAutomationEnabled: boolean], {
+}, "transactionDetail/clearTransactionDetailSaveStatus", never, never>, markTransactionAsNotMiscategorized: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, transactionSaveUpdates: TransactionSaveUpdates, isExpenseAutomationEnabled: boolean, lineIds?: string[] | undefined], {
     transactionId: TransactionID;
     transactionSaveUpdates: TransactionSaveUpdates;
     isExpenseAutomationEnabled: boolean;
+    lineIds: string[] | undefined;
 }, "transactionDetail/markTransactionAsNotMiscategorized", never, never>, deleteTransactionAttachment: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[attachmentFileName: string, transactionId: TransactionID], {
     attachmentFileName: string;
     transactionId: TransactionID;

package/lib/view/transactionDetail/transactionDetailReducer.js

@@ -197,12 +197,13 @@ const transactionDetail = (0, toolkit_1.createSlice)({
                     };
                 }
             },
-            prepare(transactionId, transactionSaveUpdates, isExpenseAutomationEnabled) {
+            prepare(transactionId, transactionSaveUpdates, isExpenseAutomationEnabled, lineIds) {
                 return {
                     payload: {
                         transactionId,
                         transactionSaveUpdates,
                         isExpenseAutomationEnabled,
+                        lineIds,
                     },
                 };
             },

package/lib/zeniAPI.d.ts

@@ -10,7 +10,6 @@ export interface RESTAPIEndpoints {
     readonly authMicroServiceBaseUrl: string;
     readonly bankingMicroServiceBaseUrl: string;
     readonly cardMicroServiceBaseUrl: string;
-    readonly cashManagementAgentBaseUrl: string;
     readonly communicationAgentMicroServiceBaseUrl: string;
     readonly documentAIMicroServiceBaseUrl: string;
     readonly fileMicroServiceBaseUrl: string;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.1.52",
+  "version": "5.1.53-betaRD1",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",

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

@@ -1,29 +0,0 @@
-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

@@ -1,78 +0,0 @@
-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

@@ -1,49 +0,0 @@
-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

@@ -1,47 +0,0 @@
-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

@@ -1,32 +0,0 @@
-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

@@ -1,32 +0,0 @@
-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

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