@zeniai/client-epic-state 5.1.52 → 5.1.53-betaRD2

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (83) hide show
  1. package/lib/commonStateTypes/amount.d.ts +0 -1
  2. package/lib/commonStateTypes/amount.js +1 -9
  3. package/lib/commonStateTypes/workingDayHelper.d.ts +3 -4
  4. package/lib/commonStateTypes/workingDayHelper.js +3 -4
  5. package/lib/entity/aiCfo/aiCfoPayload.d.ts +1 -0
  6. package/lib/entity/aiCfo/aiCfoReducer.js +3 -1
  7. package/lib/entity/aiCfo/aiCfoState.d.ts +1 -0
  8. package/lib/entity/tenant/clearAllEpic.d.ts +1 -3
  9. package/lib/entity/tenant/clearAllEpic.js +0 -4
  10. package/lib/epic.d.ts +1 -7
  11. package/lib/epic.js +1 -7
  12. package/lib/esm/commonStateTypes/amount.js +0 -7
  13. package/lib/esm/commonStateTypes/workingDayHelper.js +3 -4
  14. package/lib/esm/entity/aiCfo/aiCfoReducer.js +3 -1
  15. package/lib/esm/entity/tenant/clearAllEpic.js +0 -4
  16. package/lib/esm/epic.js +1 -7
  17. package/lib/esm/index.js +0 -5
  18. package/lib/esm/reducer.js +0 -6
  19. package/lib/esm/view/recommendation/fetchEntityRecommendationsForLineUpdateEpic.js +18 -8
  20. package/lib/esm/view/spendManagement/autotransferRules/autoTransferRulesSelector.js +2 -22
  21. package/lib/esm/view/transactionDetail/epics/markTransactionAsNotMiscategorizedEpic.js +89 -39
  22. package/lib/esm/view/transactionDetail/epics/updateTransactionDetailEpic.js +57 -64
  23. package/lib/esm/view/transactionDetail/transactionDetailLocalDataHelper.js +18 -12
  24. package/lib/esm/view/transactionDetail/transactionDetailReducer.js +2 -1
  25. package/lib/index.d.ts +1 -10
  26. package/lib/index.js +1 -20
  27. package/lib/reducer.d.ts +0 -6
  28. package/lib/reducer.js +0 -6
  29. package/lib/view/recommendation/fetchEntityRecommendationsForLineUpdateEpic.d.ts +2 -2
  30. package/lib/view/recommendation/fetchEntityRecommendationsForLineUpdateEpic.js +17 -7
  31. package/lib/view/recommendation/recommendationReducer.d.ts +1 -0
  32. package/lib/view/spendManagement/autotransferRules/autoTransferRulesSelector.d.ts +1 -8
  33. package/lib/view/spendManagement/autotransferRules/autoTransferRulesSelector.js +1 -21
  34. package/lib/view/spendManagement/autotransferRules/autoTransferRulesState.d.ts +0 -22
  35. package/lib/view/transactionDetail/epics/markTransactionAsNotMiscategorizedEpic.js +88 -38
  36. package/lib/view/transactionDetail/epics/updateTransactionDetailEpic.js +55 -62
  37. package/lib/view/transactionDetail/transactionDetailLocalDataHelper.js +18 -12
  38. package/lib/view/transactionDetail/transactionDetailReducer.d.ts +2 -1
  39. package/lib/view/transactionDetail/transactionDetailReducer.js +2 -1
  40. package/lib/zeniAPI.d.ts +0 -1
  41. package/package.json +1 -1
  42. package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowPayload.js +0 -29
  43. package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer.js +0 -78
  44. package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowSelector.js +0 -49
  45. package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowState.js +0 -47
  46. package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/epics/fetchCashManagementSettingsEpic.js +0 -32
  47. package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/epics/saveAutoSweepSettingsEpic.js +0 -32
  48. package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewPayload.js +0 -54
  49. package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer.js +0 -92
  50. package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewSelector.js +0 -212
  51. package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewState.js +0 -10
  52. package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementBannerEpic.js +0 -23
  53. package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementOverviewPageEpic.js +0 -36
  54. package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementRecommendationEpic.js +0 -27
  55. package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchRecentTransferEpic.js +0 -28
  56. package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowPayload.d.ts +0 -47
  57. package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowPayload.js +0 -34
  58. package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer.d.ts +0 -23
  59. package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer.js +0 -82
  60. package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowSelector.d.ts +0 -40
  61. package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowSelector.js +0 -53
  62. package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowState.d.ts +0 -37
  63. package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowState.js +0 -53
  64. package/lib/view/spendManagement/cashManagement/autoSweepFlow/epics/fetchCashManagementSettingsEpic.d.ts +0 -14
  65. package/lib/view/spendManagement/cashManagement/autoSweepFlow/epics/fetchCashManagementSettingsEpic.js +0 -36
  66. package/lib/view/spendManagement/cashManagement/autoSweepFlow/epics/saveAutoSweepSettingsEpic.d.ts +0 -7
  67. package/lib/view/spendManagement/cashManagement/autoSweepFlow/epics/saveAutoSweepSettingsEpic.js +0 -36
  68. package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewPayload.d.ts +0 -56
  69. package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewPayload.js +0 -60
  70. package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer.d.ts +0 -22
  71. package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer.js +0 -96
  72. package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewSelector.d.ts +0 -59
  73. package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewSelector.js +0 -217
  74. package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewState.d.ts +0 -122
  75. package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewState.js +0 -13
  76. package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementBannerEpic.d.ts +0 -7
  77. package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementBannerEpic.js +0 -27
  78. package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementOverviewPageEpic.d.ts +0 -9
  79. package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementOverviewPageEpic.js +0 -40
  80. package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementRecommendationEpic.d.ts +0 -7
  81. package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementRecommendationEpic.js +0 -31
  82. package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchRecentTransferEpic.d.ts +0 -15
  83. package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchRecentTransferEpic.js +0 -32
@@ -1,92 +0,0 @@
1
- import { createSlice } from '@reduxjs/toolkit';
2
- import { toCashManagementBannerData, toCashManagementTransfer, } from './cashManagementOverviewPayload';
3
- import { initialCashManagementBannerState, initialCashManagementRecentTransferState, } from './cashManagementOverviewState';
4
- export const initialState = {
5
- banner: initialCashManagementBannerState,
6
- recentTransfer: initialCashManagementRecentTransferState,
7
- };
8
- const cashManagementOverview = createSlice({
9
- name: 'cashManagementOverview',
10
- initialState,
11
- reducers: {
12
- fetchCashManagementOverviewPage: {
13
- reducer() { },
14
- prepare(cacheOverride) {
15
- return { payload: { cacheOverride } };
16
- },
17
- },
18
- /**
19
- * Public banner-fetch entry point. Triggers an orchestrator epic that
20
- * fans out to the recommend, settings, and recent-transfer API calls
21
- * in parallel. No reducer-side state change — each inner action drives
22
- * its own sub-state.
23
- *
24
- * `cacheOverride === true` forces all three inner fetches regardless
25
- * of current slice state; `false` keeps the per-slice dedup so repeat
26
- * dispatches are no-ops once a slice is loaded or in-flight.
27
- */
28
- fetchCashManagementBanner: {
29
- reducer() { },
30
- prepare(cacheOverride) {
31
- return { payload: { cacheOverride } };
32
- },
33
- },
34
- /**
35
- * Internal trigger for the recommend API (`/cash-agent/recommend`).
36
- * Dispatched by the orchestrator; not exported.
37
- */
38
- fetchCashManagementRecommendation(draft) {
39
- // Keep `draft.banner.data` so the projection chart renders the last
40
- // good payload while the refetch is in flight, instead of flickering
41
- // to the empty/skeleton state on every page revisit.
42
- draft.banner.fetchState = 'In-Progress';
43
- draft.banner.error = undefined;
44
- },
45
- updateCashManagementRecommendation(draft, action) {
46
- draft.banner = {
47
- fetchState: 'Completed',
48
- error: undefined,
49
- data: toCashManagementBannerData(action.payload.data),
50
- };
51
- },
52
- updateCashManagementRecommendationFetchStatus(draft, action) {
53
- draft.banner = {
54
- ...draft.banner,
55
- fetchState: action.payload.fetchState,
56
- error: action.payload.error,
57
- };
58
- },
59
- /**
60
- * Internal trigger for the recent-transfer API
61
- * (`/cash-management/transfers`). Dispatched by the orchestrator; not
62
- * exported.
63
- */
64
- fetchRecentTransfer(draft) {
65
- // Same anti-flicker pattern as the recommend fetch: keep prior data
66
- // while the refetch is in flight.
67
- draft.recentTransfer.fetchState = 'In-Progress';
68
- draft.recentTransfer.error = undefined;
69
- },
70
- updateRecentTransfer(draft, action) {
71
- draft.recentTransfer = {
72
- fetchState: 'Completed',
73
- error: undefined,
74
- data: action.payload.data != null
75
- ? toCashManagementTransfer(action.payload.data)
76
- : undefined,
77
- };
78
- },
79
- updateRecentTransferFetchStatus(draft, action) {
80
- draft.recentTransfer = {
81
- ...draft.recentTransfer,
82
- fetchState: action.payload.fetchState,
83
- error: action.payload.error,
84
- };
85
- },
86
- clearCashManagementOverview(draft) {
87
- Object.assign(draft, initialState);
88
- },
89
- },
90
- });
91
- export const { fetchCashManagementOverviewPage, fetchCashManagementBanner, fetchCashManagementRecommendation, updateCashManagementRecommendation, updateCashManagementRecommendationFetchStatus, fetchRecentTransfer, updateRecentTransfer, updateRecentTransferFetchStatus, clearCashManagementOverview, } = cashManagementOverview.actions;
92
- export default cashManagementOverview.reducer;
@@ -1,212 +0,0 @@
1
- import { zeroAmount } from '../../../../commonStateTypes/amount';
2
- import { reduceAllFetchState } from '../../../../commonStateTypes/reduceFetchState';
3
- import { getDepositAccountByDepositAccountId } from '../../../../entity/depositAccount/depositAccountSelector';
4
- import { mapDepositAccToFundingAccount, } from '../../commonSetup/setupViewSelector';
5
- /**
6
- * Default account type used when the recommend payload has no movement to
7
- * expose yet (e.g. before the first fetch resolves). Callers that care about
8
- * the movement should also gate on `fetchState === 'Completed'`.
9
- */
10
- const DEFAULT_BANK_ACCOUNT_TYPE = 'deposit_account';
11
- const DEFAULT_SUB_MOVEMENT_TYPE = 'push';
12
- export const getCashManagementOverviewBanner = (state) => {
13
- const { banner, recentTransfer } = state.cashManagementOverviewState;
14
- const autoSweep = state.autoSweepFlowState;
15
- // The banner today surfaces a single recommended movement (the first one
16
- // returned by the agent). When the agent returns multiple groups/movements
17
- // we'll need to broaden this — for now consumers only render one.
18
- const movement = banner.data?.moneyMovements[0]?.movements[0];
19
- const aggregate = reduceAllFetchState([
20
- { fetchState: banner.fetchState, error: banner.error },
21
- { fetchState: autoSweep.fetchState, error: autoSweep.error },
22
- { fetchState: recentTransfer.fetchState, error: recentTransfer.error },
23
- ]);
24
- const subMovementType = movement?.subMovementType ?? DEFAULT_SUB_MOVEMENT_TYPE;
25
- // The "primary" account is the deposit-account side of the movement —
26
- // source for a push (money leaving primary → treasury) and destination
27
- // for a pull (money returning to primary).
28
- const primaryAccountId = subMovementType === 'pull'
29
- ? movement?.destinationBankAccountId
30
- : movement?.sourceBankAccountId;
31
- const primaryDepositAccount = primaryAccountId != null && primaryAccountId !== ''
32
- ? getDepositAccountByDepositAccountId(state.depositAccountState, primaryAccountId)
33
- : undefined;
34
- const primaryFundingAccount = primaryDepositAccount != null
35
- ? mapDepositAccToFundingAccount(primaryDepositAccount)
36
- : undefined;
37
- // For pull, surface the largest outflow in the horizon as the
38
- // "triggering" event. This is a heuristic — the agent doesn't tag a
39
- // specific outflow today, but the largest one is the most likely cause
40
- // of the buffer breach and matches what the design wants to highlight.
41
- const triggeringOutflow = subMovementType === 'pull'
42
- ? pickLargestOutflow(banner.data?.outflows)
43
- : undefined;
44
- return {
45
- fetchState: aggregate.fetchState,
46
- error: aggregate.error,
47
- amount: movement?.amount ?? zeroAmount(),
48
- cashManagementSettingsId: autoSweep.settingsId,
49
- destinationBankAccountId: movement?.destinationBankAccountId ?? '',
50
- destinationBankAccountType: movement?.destinationBankAccountType ?? DEFAULT_BANK_ACCOUNT_TYPE,
51
- reasoning: movement?.reasoning ?? '',
52
- sourceBankAccountId: movement?.sourceBankAccountId ?? '',
53
- sourceBankAccountType: movement?.sourceBankAccountType ?? DEFAULT_BANK_ACCOUNT_TYPE,
54
- subMovementType,
55
- primaryFundingAccount,
56
- triggeringOutflow,
57
- recentTransfer: recentTransfer.data,
58
- version: 0,
59
- };
60
- };
61
- const pickLargestOutflow = (outflows) => {
62
- if (outflows == null || outflows.length === 0) {
63
- return undefined;
64
- }
65
- return outflows.reduce((largest, event) => event.amount.amount > largest.amount.amount ? event : largest);
66
- };
67
- export const getCashManagementOverview = (state) => {
68
- const { cashManagementOverviewState, depositAccountListState, paymentAccountListState, treasuryDetailState, } = state;
69
- const aggregate = reduceAllFetchState([
70
- {
71
- fetchState: paymentAccountListState.fetchState,
72
- error: paymentAccountListState.error,
73
- },
74
- {
75
- fetchState: depositAccountListState.fetchState,
76
- error: depositAccountListState.error,
77
- },
78
- {
79
- fetchState: treasuryDetailState.fetchState,
80
- error: treasuryDetailState.error,
81
- },
82
- {
83
- fetchState: cashManagementOverviewState.banner.fetchState,
84
- error: cashManagementOverviewState.banner.error,
85
- },
86
- {
87
- fetchState: state.autoSweepFlowState.fetchState,
88
- error: state.autoSweepFlowState.error,
89
- },
90
- ]);
91
- const treasuryBalance = treasuryDetailState.accountSummary?.totalBalance ?? zeroAmount();
92
- const bannerView = getCashManagementOverviewBanner(state);
93
- // cashBalance is the primary (agent-managed) deposit account's available
94
- // balance — the account the banner resolves as primaryFundingAccount — not
95
- // the sum of all cash accounts. Zero until that account resolves.
96
- const cashBalance = bannerView.primaryFundingAccount?.accountBalance?.available ?? zeroAmount();
97
- const totalCash = addAmounts(treasuryBalance, cashBalance);
98
- const bannerData = cashManagementOverviewState.banner.data;
99
- const inflowEvents = bannerData?.inflows ?? [];
100
- const outflowEvents = bannerData?.outflows ?? [];
101
- const totalInFlow = sumEventAmounts(inflowEvents);
102
- const totalOutFlow = sumEventAmounts(outflowEvents);
103
- const cashflow = subtractAmounts(totalInFlow, totalOutFlow);
104
- const projectionData = buildProjectionData(cashBalance, inflowEvents, outflowEvents);
105
- return {
106
- banner: bannerView,
107
- cashBalance,
108
- cashflow,
109
- inflowEvents,
110
- outflowEvents,
111
- projectionData,
112
- totalCash,
113
- totalInFlow,
114
- totalOutFlow,
115
- treasuryBalance,
116
- fetchState: aggregate.fetchState,
117
- error: aggregate.error,
118
- version: 0,
119
- };
120
- };
121
- /**
122
- * Walks the inflow / outflow events in chronological order, stepping the
123
- * running balance from today's `cashBalance`. Emits a point per event so the
124
- * chart can render colored markers at each cash event. Events with the same
125
- * payment date are kept as separate steps (preserves the marker count even
126
- * if Recharts overlays them at the same X position).
127
- */
128
- const buildProjectionData = (cashBalance, inflowEvents, outflowEvents) => {
129
- const events = [
130
- ...inflowEvents.map((e) => ({
131
- amount: e.amount,
132
- date: e.paymentDate,
133
- isInflow: true,
134
- })),
135
- ...outflowEvents.map((e) => ({
136
- amount: e.amount,
137
- date: e.paymentDate,
138
- isInflow: false,
139
- })),
140
- ].sort((a, b) => {
141
- const diff = a.date.valueOf() - b.date.valueOf();
142
- if (diff !== 0) {
143
- return diff;
144
- }
145
- // Same-day tie-breaker: apply outflows before inflows so the projection
146
- // shows the worst-case low first, then the recovery — matches the
147
- // "show me the dip" framing on the cash management overview.
148
- if (a.isInflow === b.isInflow) {
149
- return 0;
150
- }
151
- return a.isInflow ? 1 : -1;
152
- });
153
- let balance = cashBalance;
154
- const points = [{ balance, date: 'Today' }];
155
- events.forEach((event) => {
156
- balance = event.isInflow
157
- ? addAmounts(balance, event.amount)
158
- : subtractAmounts(balance, event.amount);
159
- points.push({
160
- balance,
161
- date: event.date.format('MMM D'),
162
- isInflow: event.isInflow ? true : undefined,
163
- isOutflow: event.isInflow ? undefined : true,
164
- });
165
- });
166
- return points;
167
- };
168
- const sumEventAmounts = (events) => events.reduce((acc, event) => addAmounts(acc, event.amount), zeroAmount());
169
- /**
170
- * Subtracts `b` from `a`, sharing the currency-match guard with `addAmounts`.
171
- * Used to compute net cash flow (`inflow - outflow`).
172
- */
173
- const subtractAmounts = (a, b) => {
174
- if (isZeroAmount(b)) {
175
- return { ...a };
176
- }
177
- if (isZeroAmount(a)) {
178
- return { ...b, amount: -b.amount };
179
- }
180
- if (a.currencyCode !== b.currencyCode ||
181
- a.currencySymbol !== b.currencySymbol) {
182
- console.warn(`cashManagementOverview: skipping balance with mismatched currency. Expected ${a.currencyCode} (${a.currencySymbol}), got ${b.currencyCode} (${b.currencySymbol}).`);
183
- return a;
184
- }
185
- return {
186
- amount: a.amount - b.amount,
187
- currencyCode: a.currencyCode,
188
- currencySymbol: a.currencySymbol,
189
- };
190
- };
191
- const isZeroAmount = (a) => a.amount === 0 && a.currencyCode === 'USD' && a.currencySymbol === '$';
192
- /**
193
- * Adds two Amounts. Currencies must match (the seeded zeroAmount() counts as
194
- * "no currency yet" and adopts `b`'s currency). Mismatches return `a`
195
- * unchanged and warn — mixing currencies in a total is a bug, not silent
196
- * conversion.
197
- */
198
- const addAmounts = (a, b) => {
199
- if (isZeroAmount(a)) {
200
- return { ...b };
201
- }
202
- if (a.currencyCode !== b.currencyCode ||
203
- a.currencySymbol !== b.currencySymbol) {
204
- console.warn(`cashManagementOverview: skipping balance with mismatched currency. Expected ${a.currencyCode} (${a.currencySymbol}), got ${b.currencyCode} (${b.currencySymbol}).`);
205
- return a;
206
- }
207
- return {
208
- amount: a.amount + b.amount,
209
- currencyCode: a.currencyCode,
210
- currencySymbol: a.currencySymbol,
211
- };
212
- };
@@ -1,10 +0,0 @@
1
- export const initialCashManagementBannerState = {
2
- fetchState: 'Not-Started',
3
- error: undefined,
4
- data: undefined,
5
- };
6
- export const initialCashManagementRecentTransferState = {
7
- fetchState: 'Not-Started',
8
- error: undefined,
9
- data: undefined,
10
- };
@@ -1,23 +0,0 @@
1
- import { from } from 'rxjs';
2
- import { filter, mergeMap } from 'rxjs/operators';
3
- import { fetchCashManagementSettings } from '../../autoSweepFlow/autoSweepFlowReducer';
4
- import { fetchCashManagementBanner, fetchCashManagementRecommendation, fetchRecentTransfer, } from '../cashManagementOverviewReducer';
5
- export const fetchCashManagementBannerEpic = (actions$, state$) => actions$.pipe(filter(fetchCashManagementBanner.match), mergeMap((action) => {
6
- const { cacheOverride } = action.payload;
7
- const state = state$.value;
8
- const actions = [];
9
- if (cacheOverride === true ||
10
- needsFetch(state.cashManagementOverviewState.banner.fetchState)) {
11
- actions.push(fetchCashManagementRecommendation());
12
- }
13
- if (cacheOverride === true ||
14
- needsFetch(state.autoSweepFlowState.fetchState)) {
15
- actions.push(fetchCashManagementSettings());
16
- }
17
- if (cacheOverride === true ||
18
- needsFetch(state.cashManagementOverviewState.recentTransfer.fetchState)) {
19
- actions.push(fetchRecentTransfer());
20
- }
21
- return from(actions);
22
- }));
23
- const needsFetch = (fetchState) => fetchState !== 'Completed' && fetchState !== 'In-Progress';
@@ -1,36 +0,0 @@
1
- import { concat, from } from 'rxjs';
2
- import { filter, mergeMap } from 'rxjs/operators';
3
- import { fetchAutoTransferRules } from '../../../autotransferRules/autoTransferRulesReducer';
4
- import { fetchTreasuryOverviewDetail } from '../../../treasury/treasuryList/treasuryDetailReducer';
5
- import { fetchZeniAccountList } from '../../../zeniAccounts/zeniAccountList/zeniAccountListReducer';
6
- import { fetchCashManagementBanner, fetchCashManagementOverviewPage, } from '../cashManagementOverviewReducer';
7
- export const fetchCashManagementOverviewPageEpic = (actions$, state$) => actions$.pipe(filter(fetchCashManagementOverviewPage.match), mergeMap((action) => {
8
- const { cacheOverride } = action.payload;
9
- const state = state$.value;
10
- const pageActions = [];
11
- if (cacheOverride === true) {
12
- // Banner orchestrator (fetchCashManagementBannerEpic) fans out to
13
- // recommendation + settings + recent-transfer internally.
14
- pageActions.push(fetchTreasuryOverviewDetail(true), fetchZeniAccountList(true), fetchCashManagementBanner(true), fetchAutoTransferRules(true));
15
- }
16
- else {
17
- const treasuryDetailState = state.treasuryDetailState;
18
- if (treasuryDetailState.hasValidState() === false &&
19
- treasuryDetailState.fetchState !== 'In-Progress') {
20
- pageActions.push(fetchTreasuryOverviewDetail(false));
21
- }
22
- // zeniAccountListState has no top-level fetchState to dedup against
23
- // (only `newCheckingAccount.fetchState`), and the downstream epic is
24
- // cheap. Always re-dispatch so the summary stays fresh on page entry.
25
- pageActions.push(fetchZeniAccountList(false));
26
- // Banner orchestrator handles its own per-slice dedup across
27
- // recommendation, settings, and recent-transfer.
28
- pageActions.push(fetchCashManagementBanner(false));
29
- const autoTransferRules = state.autotransferRulesState;
30
- if (autoTransferRules.fetchState !== 'Completed' &&
31
- autoTransferRules.fetchState !== 'In-Progress') {
32
- pageActions.push(fetchAutoTransferRules(false));
33
- }
34
- }
35
- return concat(from(pageActions));
36
- }));
@@ -1,27 +0,0 @@
1
- import { of } from 'rxjs';
2
- import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
3
- import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
4
- import { fetchCashManagementRecommendation, updateCashManagementRecommendation, updateCashManagementRecommendationFetchStatus, } from '../cashManagementOverviewReducer';
5
- /**
6
- * Hits the cash agent's recommend endpoint and stores the full response on
7
- * the banner state — `inflows[]`, `outflows[]`, and `money_movements[]` all
8
- * live there, so consumers can read them directly without an entity-bucket
9
- * lookup.
10
- */
11
- const DEFAULT_RECOMMEND_HORIZON_DAYS = 30;
12
- export const fetchCashManagementRecommendationEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchCashManagementRecommendation.match), switchMap(() => {
13
- const endpoint = `${zeniAPI.apiEndPoints.cashManagementAgentBaseUrl}/1.0/cash-agent/recommend?horizon_days=${DEFAULT_RECOMMEND_HORIZON_DAYS}`;
14
- return zeniAPI.getJSON(endpoint).pipe(mergeMap((response) => {
15
- if (isSuccessResponse(response) && response.data != null) {
16
- return of(updateCashManagementRecommendation({ data: response.data }));
17
- }
18
- return of(updateCashManagementRecommendationFetchStatus({
19
- fetchState: 'Error',
20
- error: response.status,
21
- }));
22
- }), catchError((error) => of(updateCashManagementRecommendationFetchStatus({
23
- fetchState: 'Error',
24
- error: createZeniAPIStatus('Unexpected Error', 'Fetch cash management recommendation REST API call errored out: ' +
25
- (error?.message ?? String(error))),
26
- }))));
27
- }));
@@ -1,28 +0,0 @@
1
- import { of } from 'rxjs';
2
- import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
3
- import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
4
- import { fetchRecentTransfer, updateRecentTransfer, updateRecentTransferFetchStatus, } from '../cashManagementOverviewReducer';
5
- /**
6
- * Hits `GET /cash-management/transfers` and stores the most recent actual
7
- * cash-management transfer on `recentTransfer.data`. Used by the banner
8
- * surface to render the "transfer scheduled / in-progress / complete"
9
- * variant for existing users who have a settings id. The API returns the
10
- * single most-relevant transfer under `transfer`; that field is optional
11
- * (fresh users with no transfer history get `undefined`).
12
- */
13
- export const fetchRecentTransferEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchRecentTransfer.match), switchMap(() => {
14
- const endpoint = `${zeniAPI.apiEndPoints.cashManagementAgentBaseUrl}/1.0/cash-management/transfers/latest`;
15
- return zeniAPI.getJSON(endpoint).pipe(mergeMap((response) => {
16
- if (isSuccessResponse(response) && response.data != null) {
17
- return of(updateRecentTransfer({ data: response.data.transfer }));
18
- }
19
- return of(updateRecentTransferFetchStatus({
20
- fetchState: 'Error',
21
- error: response.status,
22
- }));
23
- }), catchError((error) => of(updateRecentTransferFetchStatus({
24
- fetchState: 'Error',
25
- error: createZeniAPIStatus('Unexpected Error', 'Fetch recent cash-management transfer REST API call errored out: ' +
26
- (error?.message ?? String(error))),
27
- }))));
28
- }));
@@ -1,47 +0,0 @@
1
- import { Amount } from '../../../../commonStateTypes/amount';
2
- import { ID } from '../../../../commonStateTypes/common';
3
- import { DepositAccountPayload } from '../../../../entity/depositAccount/depositAccountPayload';
4
- import { ZeniAPIResponse } from '../../../../responsePayload';
5
- import { ZeniDate } from '../../../../zeniDayJS';
6
- import { AutoSweepFlowState, AutoSweepFrequency } from './autoSweepFlowState';
7
- /**
8
- * Body sent to `PUT /cash-management/settings`. Field names match the
9
- * cash-management-agent contract; `minimum_buffer_usd` is a plain number
10
- * (the slice tracks the canonical `Amount` value).
11
- */
12
- export type SaveAutoSweepSettingsBody = {
13
- frequency: string;
14
- memo: string;
15
- minimum_buffer_usd: number;
16
- };
17
- export type SaveAutoSweepSettingsResponse = ZeniAPIResponse<unknown>;
18
- export declare const toSaveAutoSweepSettingsBody: (state: Pick<AutoSweepFlowState, "bufferAmount" | "frequency" | "memo">) => SaveAutoSweepSettingsBody;
19
- /**
20
- * `source_bank_account` on the cash-management settings response matches the
21
- * shared `DepositAccountPayload` shape, so the fetch epic dispatches it into
22
- * the deposit-account entity bucket and the auto-sweep slice only keeps the
23
- * id. The selector hydrates the full `FundingAccount` on read.
24
- */
25
- export interface CashManagementSettingsPayload {
26
- cash_management_settings_id: string | null;
27
- frequency: string;
28
- minimum_buffer_usd: number;
29
- next_run_date: string;
30
- source_bank_account: DepositAccountPayload;
31
- }
32
- export type CashManagementSettingsResponse = ZeniAPIResponse<CashManagementSettingsPayload>;
33
- /**
34
- * Map a `GET /cash-management/settings` payload into the slice's writable
35
- * fields. Defensive on the frequency (string-from-the-wire → union via
36
- * `toAutoSweepFrequency`, falling back to `'weekly'` if the server returns
37
- * something we don't model yet). Only the source account *id* is stored
38
- * here — the full deposit-account payload is published to the entity bucket
39
- * by the fetch epic.
40
- */
41
- export declare const toAutoSweepFlowStatePatch: (payload: CashManagementSettingsPayload) => {
42
- bufferAmount: Amount;
43
- frequency: AutoSweepFrequency;
44
- nextTransferDate?: ZeniDate;
45
- primaryFundingAccountId?: ID;
46
- settingsId?: ID;
47
- };
@@ -1,34 +0,0 @@
1
- "use strict";
2
- Object.defineProperty(exports, "__esModule", { value: true });
3
- exports.toAutoSweepFlowStatePatch = exports.toSaveAutoSweepSettingsBody = void 0;
4
- const amount_1 = require("../../../../commonStateTypes/amount");
5
- const zeniDayJS_1 = require("../../../../zeniDayJS");
6
- const autoSweepFlowState_1 = require("./autoSweepFlowState");
7
- const toSaveAutoSweepSettingsBody = (state) => ({
8
- frequency: state.frequency,
9
- memo: state.memo,
10
- minimum_buffer_usd: state.bufferAmount.amount,
11
- });
12
- exports.toSaveAutoSweepSettingsBody = toSaveAutoSweepSettingsBody;
13
- /**
14
- * Map a `GET /cash-management/settings` payload into the slice's writable
15
- * fields. Defensive on the frequency (string-from-the-wire → union via
16
- * `toAutoSweepFrequency`, falling back to `'weekly'` if the server returns
17
- * something we don't model yet). Only the source account *id* is stored
18
- * here — the full deposit-account payload is published to the entity bucket
19
- * by the fetch epic.
20
- */
21
- const toAutoSweepFlowStatePatch = (payload) => {
22
- const currencyCode = payload.source_bank_account.balances?.currency_code;
23
- const currencySymbol = payload.source_bank_account.balances?.currency_symbol;
24
- return {
25
- bufferAmount: (0, amount_1.toAmount)(payload.minimum_buffer_usd, currencyCode ?? 'USD', currencySymbol ?? '$'),
26
- frequency: (0, autoSweepFlowState_1.toAutoSweepFrequency)(payload.frequency) ?? 'weekly',
27
- nextTransferDate: payload.next_run_date != null && payload.next_run_date !== ''
28
- ? (0, zeniDayJS_1.date)(payload.next_run_date)
29
- : undefined,
30
- primaryFundingAccountId: payload.source_bank_account.deposit_account_id ?? undefined,
31
- settingsId: payload.cash_management_settings_id ?? undefined,
32
- };
33
- };
34
- exports.toAutoSweepFlowStatePatch = toAutoSweepFlowStatePatch;
@@ -1,23 +0,0 @@
1
- import { Amount } from '../../../../commonStateTypes/amount';
2
- import { FetchState } from '../../../../commonStateTypes/common';
3
- import { ZeniAPIStatus } from '../../../../responsePayload';
4
- import { CashManagementSettingsPayload } from './autoSweepFlowPayload';
5
- import { AutoSweepFlowState, AutoSweepFrequency } from './autoSweepFlowState';
6
- export declare const initialState: AutoSweepFlowState;
7
- export declare const fetchCashManagementSettings: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"autoSweepFlow/fetchCashManagementSettings">, updateCashManagementSettings: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
8
- data: CashManagementSettingsPayload;
9
- }, "autoSweepFlow/updateCashManagementSettings">, updateCashManagementSettingsFetchStatus: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
10
- fetchState: FetchState;
11
- error?: ZeniAPIStatus;
12
- }, "autoSweepFlow/updateCashManagementSettingsFetchStatus">, updateAutoSweepRisk: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
13
- bufferAmount: Amount;
14
- }, "autoSweepFlow/updateAutoSweepRisk">, updateAutoSweepDraft: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
15
- bufferAmount: Amount;
16
- frequency: AutoSweepFrequency;
17
- memo: string;
18
- }, "autoSweepFlow/updateAutoSweepDraft">, saveAutoSweepSettings: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"autoSweepFlow/saveAutoSweepSettings">, updateAutoSweepSettingsFetchStatus: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
19
- fetchState: FetchState;
20
- error?: ZeniAPIStatus;
21
- }, "autoSweepFlow/updateAutoSweepSettingsFetchStatus">, clearAutoSweepFlow: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"autoSweepFlow/clearAutoSweepFlow">;
22
- declare const _default: import("redux").Reducer<AutoSweepFlowState>;
23
- export default _default;
@@ -1,82 +0,0 @@
1
- "use strict";
2
- var _a;
3
- Object.defineProperty(exports, "__esModule", { value: true });
4
- exports.clearAutoSweepFlow = exports.updateAutoSweepSettingsFetchStatus = exports.saveAutoSweepSettings = exports.updateAutoSweepDraft = exports.updateAutoSweepRisk = exports.updateCashManagementSettingsFetchStatus = exports.updateCashManagementSettings = exports.fetchCashManagementSettings = exports.initialState = void 0;
5
- const toolkit_1 = require("@reduxjs/toolkit");
6
- const autoSweepFlowPayload_1 = require("./autoSweepFlowPayload");
7
- const autoSweepFlowState_1 = require("./autoSweepFlowState");
8
- exports.initialState = autoSweepFlowState_1.initialAutoSweepFlowState;
9
- const autoSweepFlow = (0, toolkit_1.createSlice)({
10
- name: 'autoSweepFlow',
11
- initialState: exports.initialState,
12
- reducers: {
13
- /**
14
- * Kicks off `GET /cash-management/settings`. Flips the top-level
15
- * fetchState to `In-Progress`; the fetch epic picks this up.
16
- */
17
- fetchCashManagementSettings(draft) {
18
- draft.fetchState = 'In-Progress';
19
- draft.error = undefined;
20
- },
21
- /**
22
- * Hydrates the form fields with the server-side settings (and stashes
23
- * the settings id for subsequent saves). Marks the GET as `Completed`.
24
- */
25
- updateCashManagementSettings(draft, action) {
26
- const patch = (0, autoSweepFlowPayload_1.toAutoSweepFlowStatePatch)(action.payload.data);
27
- draft.bufferAmount = patch.bufferAmount;
28
- draft.frequency = patch.frequency;
29
- draft.nextTransferDate = patch.nextTransferDate;
30
- draft.primaryFundingAccountId = patch.primaryFundingAccountId;
31
- draft.settingsId = patch.settingsId;
32
- draft.fetchState = 'Completed';
33
- draft.error = undefined;
34
- },
35
- updateCashManagementSettingsFetchStatus(draft, action) {
36
- draft.fetchState = action.payload.fetchState;
37
- draft.error = action.payload.error;
38
- },
39
- /**
40
- * Live-update the buffer (risk band) as the user toggles the risk picker
41
- * on the setup page, without staging frequency/memo. The selector derives
42
- * the risk-adjusted sweep amount off `bufferAmount`, so dispatching this on
43
- * every risk change keeps the setup and review screens in sync.
44
- */
45
- updateAutoSweepRisk(draft, action) {
46
- draft.bufferAmount = action.payload.bufferAmount;
47
- },
48
- /**
49
- * Stage the in-flight form values without submitting them — fired from
50
- * the setup→review transition so other selectors (and devtools) can see
51
- * what the user is about to confirm. Leaves `saveStatus` untouched; the
52
- * actual PUT only kicks off when the user clicks "Confirm Sweep" via
53
- * `saveAutoSweepSettings`.
54
- */
55
- updateAutoSweepDraft(draft, action) {
56
- draft.bufferAmount = action.payload.bufferAmount;
57
- draft.frequency = action.payload.frequency;
58
- draft.memo = action.payload.memo;
59
- },
60
- /**
61
- * Trigger the PUT for the auto-sweep settings already staged via
62
- * `updateAutoSweepDraft`. Carries no payload — flips `saveStatus` to
63
- * `In-Progress` and the save epic reads `bufferAmount` / `frequency` /
64
- * `memo` straight from the slice. Callers must ensure those fields
65
- * reflect the user's latest input before dispatching.
66
- */
67
- saveAutoSweepSettings(draft) {
68
- draft.saveStatus = { fetchState: 'In-Progress', error: undefined };
69
- },
70
- updateAutoSweepSettingsFetchStatus(draft, action) {
71
- draft.saveStatus = {
72
- fetchState: action.payload.fetchState,
73
- error: action.payload.error,
74
- };
75
- },
76
- clearAutoSweepFlow() {
77
- return autoSweepFlowState_1.initialAutoSweepFlowState;
78
- },
79
- },
80
- });
81
- _a = autoSweepFlow.actions, exports.fetchCashManagementSettings = _a.fetchCashManagementSettings, exports.updateCashManagementSettings = _a.updateCashManagementSettings, exports.updateCashManagementSettingsFetchStatus = _a.updateCashManagementSettingsFetchStatus, exports.updateAutoSweepRisk = _a.updateAutoSweepRisk, exports.updateAutoSweepDraft = _a.updateAutoSweepDraft, exports.saveAutoSweepSettings = _a.saveAutoSweepSettings, exports.updateAutoSweepSettingsFetchStatus = _a.updateAutoSweepSettingsFetchStatus, exports.clearAutoSweepFlow = _a.clearAutoSweepFlow;
82
- exports.default = autoSweepFlow.reducer;