@zeniai/client-epic-state 5.1.7 → 5.1.8-betaAS1

package/lib/view/spendManagement/billPay/internationalWireVerification/internationalWireVerificationSelector.js

@@ -1,29 +1,53 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.getIntlWireVerificationView = void 0;
+const companySelector_1 = require("../../../../entity/company/companySelector");
 const fileSelector_1 = require("../../../../entity/file/fileSelector");
+const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
 const fileViewSelector_1 = require("../../../fileView/fileViewSelector");
+const internationalWireVerificationPayload_1 = require("./internationalWireVerificationPayload");
+const collectFileIdsFromLocalData = (localData) => {
+    const fileIds = new Set();
+    Object.values(localData).forEach((value) => {
+        if (typeof value === 'string' && value.startsWith('file_')) {
+            fileIds.add(value);
+            return;
+        }
+        if (Array.isArray(value)) {
+            value.forEach((item) => {
+                if (typeof item === 'string' && item.startsWith('file_')) {
+                    fileIds.add(item);
+                }
+            });
+        }
+    });
+    return Array.from(fileIds);
+};
 const getIntlWireVerificationView = (state) => {
     const deleteFileStatusById = {};
     const updateFileStatusById = {};
-    // field with type = file
-    const fileField = state.internationalWireVerificationState.verificationFormFields.find((field) => field.type === 'file');
-    let fileId;
-    if (fileField != null) {
-        fileId = state.internationalWireVerificationState.verificationFormLocalData[fileField.name];
-    }
-    if (fileId != null) {
+    const { verificationFormFetchState, verificationFormFields, verificationFormLocalData, verificationFormSubmitState, } = state.internationalWireVerificationState;
+    const fileIds = collectFileIdsFromLocalData(verificationFormLocalData);
+    fileIds.forEach((fileId) => {
         deleteFileStatusById[fileId] = (0, fileViewSelector_1.getFileDeleteStatusById)(state, fileId);
         updateFileStatusById[fileId] = (0, fileViewSelector_1.getFileUpdateNameStatusById)(state, fileId);
-    }
-    let userFiles = [];
-    if (fileId != null) {
-        userFiles = (0, fileSelector_1.getFilesByFileIds)(state.fileState, [fileId]);
-    }
-    const fetchState = state.internationalWireVerificationState.verificationFormFetchState
-        .fetchState;
+    });
+    const userFiles = fileIds.length > 0 ? (0, fileSelector_1.getFilesByFileIds)(state.fileState, fileIds) : [];
+    const fetchState = verificationFormFetchState.fetchState;
+    const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
+    const company = currentTenant?.companyId != null
+        ? (0, companySelector_1.getCompanyByCompanyId)(state.companyState, currentTenant.companyId)
+            ?.company
+        : undefined;
+    const onboardingStatusCode = company?.companyBillPayInfo?.internationalWireOnboardingStatus?.code;
+    const isReadonly = onboardingStatusCode != null &&
+        onboardingStatusCode !== 'onboarding_status_not_started';
+    const visibleVerificationFormFields = (0, internationalWireVerificationPayload_1.filterVerificationFormFieldsForReadonlyView)(verificationFormFields, verificationFormLocalData, isReadonly);
     return {
-        ...state.internationalWireVerificationState,
+        verificationFormFetchState,
+        verificationFormFields: visibleVerificationFormFields,
+        verificationFormLocalData,
+        verificationFormSubmitState,
         deleteFileStatusById,
         updateFileStatusById,
         userFiles,

package/lib/view/spendManagement/billPay/internationalWireVerification/internationalWireVerificationState.d.ts

@@ -1,15 +1,29 @@
 import { FetchStateAndError } from '../../../../commonStateTypes/common';
+import { FieldPayload } from './internationalWireVerificationPayload';
 export interface InternationalWireVerificationState {
     verificationFormFetchState: FetchStateAndError;
+    verificationFormFieldLabels: Record<string, FieldPayload>;
     verificationFormFields: VerificationFormField[];
     verificationFormLocalData: VerificationFormLocalData;
     verificationFormSubmitState: FetchStateAndError;
 }
-export type VerificationFormLocalData = Record<string, string | string[]>;
+export type VerificationFormLocalDataValue = string | string[] | number;
+export type VerificationFormLocalData = Record<string, VerificationFormLocalDataValue>;
 export interface FieldValueType {
     code: string;
     description: string;
 }
+export interface VerificationFormFieldOption {
+    label: string;
+}
+export interface VerificationFormSubField {
+    fieldValues: FieldValueType[];
+    label: string;
+    placeholder: string;
+    type: string;
+    isMultipleOptionsSupported?: boolean;
+    options?: Record<string, VerificationFormFieldOption>;
+}
 export interface VerificationFormField {
     fieldValues: FieldValueType[];
     isMultipleValuesAllowed: boolean;
@@ -17,4 +31,9 @@ export interface VerificationFormField {
     name: string;
     placeholder: string;
     type: string;
+    default?: boolean;
+    isMultipleOptionsSupported?: boolean;
+    options?: Record<string, VerificationFormFieldOption>;
+    requirements?: string[];
+    subfields?: Record<string, VerificationFormSubField>;
 }

package/lib/view/spendManagement/billPay/internationalWireVerification/internationalWireVerificationSubmitPayload.d.ts

@@ -0,0 +1,32 @@
+import { VerificationFormLocalData } from './internationalWireVerificationState';
+export interface IntlWireFileOptionPayload {
+    file_id: string;
+    option: string;
+}
+export interface IntlWirePersonNamePayload {
+    first_name: string;
+    last_name: string;
+}
+export interface IntlWirePersonPayload {
+    company_role?: string;
+    date_of_birth?: string;
+    email?: string;
+    name?: IntlWirePersonNamePayload;
+    nationality?: string;
+    ownership_percentage?: number;
+    proof_of_address?: IntlWireFileOptionPayload[];
+    proof_of_identity?: IntlWireFileOptionPayload[];
+    ssn?: string;
+}
+export type IntlWireFormDetailsPayload = Record<string, string | string[] | number | IntlWireFileOptionPayload[] | IntlWirePersonPayload | IntlWirePersonPayload[]>;
+export declare const IntlWireVerificationLocalDataSuffix: {
+    readonly documentOption: "_option";
+    readonly documentBack: "_back";
+    readonly nameFirst: "_first_name";
+    readonly nameLast: "_last_name";
+};
+export declare const toIntlWireVerificationFormDetails: (localData: VerificationFormLocalData) => IntlWireFormDetailsPayload;
+export declare const toIntlWireVerificationSubmitPayload: (localData: VerificationFormLocalData) => {
+    is_applicant_declaration: boolean;
+    form_details: IntlWireFormDetailsPayload;
+};

package/lib/view/spendManagement/billPay/internationalWireVerification/internationalWireVerificationSubmitPayload.js

@@ -0,0 +1,159 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.toIntlWireVerificationSubmitPayload = exports.toIntlWireVerificationFormDetails = exports.IntlWireVerificationLocalDataSuffix = void 0;
+const internationalWireVerificationFieldConstants_1 = require("./internationalWireVerificationFieldConstants");
+exports.IntlWireVerificationLocalDataSuffix = {
+    documentOption: '_option',
+    documentBack: '_back',
+    nameFirst: '_first_name',
+    nameLast: '_last_name',
+};
+const MULTI_OPTION_FILE_FIELD_NAMES = new Set([
+    internationalWireVerificationFieldConstants_1.InternationalWireVerificationFormFieldNames.businessOwnership,
+    internationalWireVerificationFieldConstants_1.InternationalWireVerificationFormFieldNames.companyProofOfAddress,
+    internationalWireVerificationFieldConstants_1.InternationalWireVerificationFormFieldNames.companyOfficerProofOfAddress,
+]);
+const BOOLEAN_WITH_SUBFIELDS_FIELD_NAMES = new Set([
+    internationalWireVerificationFieldConstants_1.InternationalWireVerificationBooleanWithSubfieldsFieldNames.stakeHolder,
+    internationalWireVerificationFieldConstants_1.InternationalWireVerificationBooleanWithSubfieldsFieldNames.controllingPerson,
+]);
+const FILE_SUBFIELD_NAMES = new Set([
+    internationalWireVerificationFieldConstants_1.InternationalWireVerificationSubfieldNames.proofOfIdentity,
+    internationalWireVerificationFieldConstants_1.InternationalWireVerificationSubfieldNames.proofOfAddress,
+]);
+const isInternalLocalDataKey = (key) => key.endsWith(exports.IntlWireVerificationLocalDataSuffix.documentOption) ||
+    key.endsWith(exports.IntlWireVerificationLocalDataSuffix.documentBack) ||
+    key.endsWith(exports.IntlWireVerificationLocalDataSuffix.nameFirst) ||
+    key.endsWith(exports.IntlWireVerificationLocalDataSuffix.nameLast);
+const isPersonSubfieldKey = (key) => key.startsWith(`${internationalWireVerificationFieldConstants_1.InternationalWireVerificationBooleanWithSubfieldsFieldNames.stakeHolder}_`) ||
+    key.startsWith(`${internationalWireVerificationFieldConstants_1.InternationalWireVerificationBooleanWithSubfieldsFieldNames.controllingPerson}_`);
+const toFileOptionPayloads = (localData, baseKey) => {
+    const option = localData[`${baseKey}${exports.IntlWireVerificationLocalDataSuffix.documentOption}`];
+    if (typeof option !== 'string' || option.length === 0) {
+        return undefined;
+    }
+    const payloads = [];
+    const frontFileId = localData[baseKey];
+    if (typeof frontFileId === 'string' && frontFileId.length > 0) {
+        payloads.push({ file_id: frontFileId, option });
+    }
+    const backFileId = localData[`${baseKey}${exports.IntlWireVerificationLocalDataSuffix.documentBack}`];
+    if (typeof backFileId === 'string' && backFileId.length > 0) {
+        payloads.push({ file_id: backFileId, option });
+    }
+    return payloads.length > 0 ? payloads : undefined;
+};
+const buildPersonPayload = (localData, keyPrefix) => {
+    const person = {};
+    const nameBaseKey = `${keyPrefix}_${internationalWireVerificationFieldConstants_1.InternationalWireVerificationSubfieldNames.name}`;
+    const firstName = localData[`${nameBaseKey}${exports.IntlWireVerificationLocalDataSuffix.nameFirst}`];
+    const lastName = localData[`${nameBaseKey}${exports.IntlWireVerificationLocalDataSuffix.nameLast}`];
+    if (typeof firstName === 'string' || typeof lastName === 'string') {
+        person.name = {
+            first_name: typeof firstName === 'string' ? firstName : '',
+            last_name: typeof lastName === 'string' ? lastName : '',
+        };
+    }
+    const assignStringField = (subfieldName, assign) => {
+        const value = localData[`${keyPrefix}_${subfieldName}`];
+        if (typeof value === 'string' && value.length > 0) {
+            assign(value);
+        }
+    };
+    assignStringField(internationalWireVerificationFieldConstants_1.InternationalWireVerificationSubfieldNames.nationality, (value) => {
+        person.nationality = value;
+    });
+    assignStringField(internationalWireVerificationFieldConstants_1.InternationalWireVerificationSubfieldNames.email, (value) => {
+        person.email = value;
+    });
+    assignStringField(internationalWireVerificationFieldConstants_1.InternationalWireVerificationSubfieldNames.companyRole, (value) => {
+        person.company_role = value;
+    });
+    assignStringField(internationalWireVerificationFieldConstants_1.InternationalWireVerificationSubfieldNames.ssn, (value) => {
+        person.ssn = value;
+    });
+    assignStringField(internationalWireVerificationFieldConstants_1.InternationalWireVerificationSubfieldNames.dateOfBirth, (value) => {
+        person.date_of_birth = value;
+    });
+    const ownershipValue = localData[`${keyPrefix}_${internationalWireVerificationFieldConstants_1.InternationalWireVerificationSubfieldNames.ownershipPercentage}`];
+    if (ownershipValue != null && ownershipValue !== '') {
+        person.ownership_percentage = Number(ownershipValue);
+    }
+    FILE_SUBFIELD_NAMES.forEach((subfieldName) => {
+        const filePayloads = toFileOptionPayloads(localData, `${keyPrefix}_${subfieldName}`);
+        if (filePayloads != null) {
+            if (subfieldName ===
+                internationalWireVerificationFieldConstants_1.InternationalWireVerificationSubfieldNames.proofOfIdentity) {
+                person.proof_of_identity = filePayloads;
+            }
+            else {
+                person.proof_of_address = filePayloads;
+            }
+        }
+    });
+    return person;
+};
+const getStakeHolderOwnerIndices = (localData) => {
+    const stakeHolderPrefix = `${internationalWireVerificationFieldConstants_1.InternationalWireVerificationBooleanWithSubfieldsFieldNames.stakeHolder}_`;
+    const indices = new Set();
+    Object.keys(localData).forEach((key) => {
+        const match = key.match(/^stake_holder_(\d+)_/);
+        if (match != null) {
+            indices.add(Number.parseInt(match[1], 10));
+        }
+    });
+    if (indices.size === 0) {
+        const hasUnindexedStakeHolderData = Object.keys(localData).some((key) => key.startsWith(stakeHolderPrefix) &&
+            !/^stake_holder_(true|false)$/.test(key));
+        if (hasUnindexedStakeHolderData) {
+            indices.add(0);
+        }
+    }
+    return Array.from(indices).sort((a, b) => a - b);
+};
+const hasPersonPayloadData = (person) => Object.keys(person).length > 0;
+const toIntlWireVerificationFormDetails = (localData) => {
+    const formDetails = {};
+    Object.entries(localData).forEach(([key, value]) => {
+        if (BOOLEAN_WITH_SUBFIELDS_FIELD_NAMES.has(key) ||
+            isInternalLocalDataKey(key) ||
+            isPersonSubfieldKey(key)) {
+            return;
+        }
+        if (MULTI_OPTION_FILE_FIELD_NAMES.has(key)) {
+            const filePayloads = toFileOptionPayloads(localData, key);
+            if (filePayloads != null) {
+                formDetails[key] = filePayloads;
+            }
+            return;
+        }
+        if (value == null || value === '') {
+            return;
+        }
+        formDetails[key] = value;
+    });
+    const stakeHolderSelection = localData[internationalWireVerificationFieldConstants_1.InternationalWireVerificationBooleanWithSubfieldsFieldNames.stakeHolder];
+    if (stakeHolderSelection === 'true') {
+        formDetails[internationalWireVerificationFieldConstants_1.InternationalWireVerificationBooleanWithSubfieldsFieldNames.stakeHolder] = getStakeHolderOwnerIndices(localData)
+            .map((ownerIndex) => buildPersonPayload(localData, `${internationalWireVerificationFieldConstants_1.InternationalWireVerificationBooleanWithSubfieldsFieldNames.stakeHolder}_${ownerIndex}`))
+            .filter(hasPersonPayloadData);
+    }
+    else if (stakeHolderSelection === 'false') {
+        formDetails[internationalWireVerificationFieldConstants_1.InternationalWireVerificationBooleanWithSubfieldsFieldNames.stakeHolder] = [];
+    }
+    const controllingPersonSelection = localData[internationalWireVerificationFieldConstants_1.InternationalWireVerificationBooleanWithSubfieldsFieldNames
+        .controllingPerson];
+    if (controllingPersonSelection === 'false') {
+        const controllingPerson = buildPersonPayload(localData, internationalWireVerificationFieldConstants_1.InternationalWireVerificationBooleanWithSubfieldsFieldNames.controllingPerson);
+        if (hasPersonPayloadData(controllingPerson)) {
+            formDetails[internationalWireVerificationFieldConstants_1.InternationalWireVerificationBooleanWithSubfieldsFieldNames.controllingPerson] = controllingPerson;
+        }
+    }
+    return formDetails;
+};
+exports.toIntlWireVerificationFormDetails = toIntlWireVerificationFormDetails;
+const toIntlWireVerificationSubmitPayload = (localData) => ({
+    is_applicant_declaration: true,
+    form_details: (0, exports.toIntlWireVerificationFormDetails)(localData),
+});
+exports.toIntlWireVerificationSubmitPayload = toIntlWireVerificationSubmitPayload;

package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowPayload.d.ts

@@ -0,0 +1,47 @@
+import { Amount } from '../../../../commonStateTypes/amount';
+import { ID } from '../../../../commonStateTypes/common';
+import { DepositAccountPayload } from '../../../../entity/depositAccount/depositAccountPayload';
+import { ZeniAPIResponse } from '../../../../responsePayload';
+import { ZeniDate } from '../../../../zeniDayJS';
+import { AutoSweepFlowState, AutoSweepFrequency } from './autoSweepFlowState';
+/**
+ * Body sent to `PUT /cash-management/settings`. Field names match the
+ * cash-management-agent contract; `minimum_buffer_usd` is a plain number
+ * (the slice tracks the canonical `Amount` value).
+ */
+export type SaveAutoSweepSettingsBody = {
+    frequency: string;
+    memo: string;
+    minimum_buffer_usd: number;
+};
+export type SaveAutoSweepSettingsResponse = ZeniAPIResponse<unknown>;
+export declare const toSaveAutoSweepSettingsBody: (state: Pick<AutoSweepFlowState, "bufferAmount" | "frequency" | "memo">) => SaveAutoSweepSettingsBody;
+/**
+ * `source_bank_account` on the cash-management settings response matches the
+ * shared `DepositAccountPayload` shape, so the fetch epic dispatches it into
+ * the deposit-account entity bucket and the auto-sweep slice only keeps the
+ * id. The selector hydrates the full `FundingAccount` on read.
+ */
+export interface CashManagementSettingsPayload {
+    cash_management_settings_id: string | null;
+    frequency: string;
+    minimum_buffer_usd: number;
+    next_run_date: string;
+    source_bank_account: DepositAccountPayload;
+}
+export type CashManagementSettingsResponse = ZeniAPIResponse<CashManagementSettingsPayload>;
+/**
+ * Map a `GET /cash-management/settings` payload into the slice's writable
+ * fields. Defensive on the frequency (string-from-the-wire → union via
+ * `toAutoSweepFrequency`, falling back to `'weekly'` if the server returns
+ * something we don't model yet). Only the source account *id* is stored
+ * here — the full deposit-account payload is published to the entity bucket
+ * by the fetch epic.
+ */
+export declare const toAutoSweepFlowStatePatch: (payload: CashManagementSettingsPayload) => {
+    bufferAmount: Amount;
+    frequency: AutoSweepFrequency;
+    nextTransferDate?: ZeniDate;
+    primaryFundingAccountId?: ID;
+    settingsId?: ID;
+};

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

@@ -0,0 +1,34 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.toAutoSweepFlowStatePatch = exports.toSaveAutoSweepSettingsBody = void 0;
+const amount_1 = require("../../../../commonStateTypes/amount");
+const zeniDayJS_1 = require("../../../../zeniDayJS");
+const autoSweepFlowState_1 = require("./autoSweepFlowState");
+const toSaveAutoSweepSettingsBody = (state) => ({
+    frequency: state.frequency,
+    memo: state.memo,
+    minimum_buffer_usd: state.bufferAmount.amount,
+});
+exports.toSaveAutoSweepSettingsBody = toSaveAutoSweepSettingsBody;
+/**
+ * Map a `GET /cash-management/settings` payload into the slice's writable
+ * fields. Defensive on the frequency (string-from-the-wire → union via
+ * `toAutoSweepFrequency`, falling back to `'weekly'` if the server returns
+ * something we don't model yet). Only the source account *id* is stored
+ * here — the full deposit-account payload is published to the entity bucket
+ * by the fetch epic.
+ */
+const toAutoSweepFlowStatePatch = (payload) => {
+    const currencyCode = payload.source_bank_account.balances?.currency_code;
+    const currencySymbol = payload.source_bank_account.balances?.currency_symbol;
+    return {
+        bufferAmount: (0, amount_1.toAmount)(payload.minimum_buffer_usd, currencyCode ?? 'USD', currencySymbol ?? '$'),
+        frequency: (0, autoSweepFlowState_1.toAutoSweepFrequency)(payload.frequency) ?? 'weekly',
+        nextTransferDate: payload.next_run_date != null && payload.next_run_date !== ''
+            ? (0, zeniDayJS_1.date)(payload.next_run_date)
+            : undefined,
+        primaryFundingAccountId: payload.source_bank_account.deposit_account_id ?? undefined,
+        settingsId: payload.cash_management_settings_id ?? undefined,
+    };
+};
+exports.toAutoSweepFlowStatePatch = toAutoSweepFlowStatePatch;

package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer.d.ts

@@ -0,0 +1,23 @@
+import { Amount } from '../../../../commonStateTypes/amount';
+import { FetchState } from '../../../../commonStateTypes/common';
+import { ZeniAPIStatus } from '../../../../responsePayload';
+import { CashManagementSettingsPayload } from './autoSweepFlowPayload';
+import { AutoSweepFlowState, AutoSweepFrequency } from './autoSweepFlowState';
+export declare const initialState: AutoSweepFlowState;
+export declare const fetchCashManagementSettings: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"autoSweepFlow/fetchCashManagementSettings">, updateCashManagementSettings: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    data: CashManagementSettingsPayload;
+}, "autoSweepFlow/updateCashManagementSettings">, updateCashManagementSettingsFetchStatus: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    fetchState: FetchState;
+    error?: ZeniAPIStatus;
+}, "autoSweepFlow/updateCashManagementSettingsFetchStatus">, updateAutoSweepRisk: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    bufferAmount: Amount;
+}, "autoSweepFlow/updateAutoSweepRisk">, updateAutoSweepDraft: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    bufferAmount: Amount;
+    frequency: AutoSweepFrequency;
+    memo: string;
+}, "autoSweepFlow/updateAutoSweepDraft">, saveAutoSweepSettings: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"autoSweepFlow/saveAutoSweepSettings">, updateAutoSweepSettingsFetchStatus: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    fetchState: FetchState;
+    error?: ZeniAPIStatus;
+}, "autoSweepFlow/updateAutoSweepSettingsFetchStatus">, clearAutoSweepFlow: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"autoSweepFlow/clearAutoSweepFlow">;
+declare const _default: import("redux").Reducer<AutoSweepFlowState>;
+export default _default;

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

@@ -0,0 +1,82 @@
+"use strict";
+var _a;
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.clearAutoSweepFlow = exports.updateAutoSweepSettingsFetchStatus = exports.saveAutoSweepSettings = exports.updateAutoSweepDraft = exports.updateAutoSweepRisk = exports.updateCashManagementSettingsFetchStatus = exports.updateCashManagementSettings = exports.fetchCashManagementSettings = exports.initialState = void 0;
+const toolkit_1 = require("@reduxjs/toolkit");
+const autoSweepFlowPayload_1 = require("./autoSweepFlowPayload");
+const autoSweepFlowState_1 = require("./autoSweepFlowState");
+exports.initialState = autoSweepFlowState_1.initialAutoSweepFlowState;
+const autoSweepFlow = (0, toolkit_1.createSlice)({
+    name: 'autoSweepFlow',
+    initialState: exports.initialState,
+    reducers: {
+        /**
+         * Kicks off `GET /cash-management/settings`. Flips the top-level
+         * fetchState to `In-Progress`; the fetch epic picks this up.
+         */
+        fetchCashManagementSettings(draft) {
+            draft.fetchState = 'In-Progress';
+            draft.error = undefined;
+        },
+        /**
+         * Hydrates the form fields with the server-side settings (and stashes
+         * the settings id for subsequent saves). Marks the GET as `Completed`.
+         */
+        updateCashManagementSettings(draft, action) {
+            const patch = (0, autoSweepFlowPayload_1.toAutoSweepFlowStatePatch)(action.payload.data);
+            draft.bufferAmount = patch.bufferAmount;
+            draft.frequency = patch.frequency;
+            draft.nextTransferDate = patch.nextTransferDate;
+            draft.primaryFundingAccountId = patch.primaryFundingAccountId;
+            draft.settingsId = patch.settingsId;
+            draft.fetchState = 'Completed';
+            draft.error = undefined;
+        },
+        updateCashManagementSettingsFetchStatus(draft, action) {
+            draft.fetchState = action.payload.fetchState;
+            draft.error = action.payload.error;
+        },
+        /**
+         * Live-update the buffer (risk band) as the user toggles the risk picker
+         * on the setup page, without staging frequency/memo. The selector derives
+         * the risk-adjusted sweep amount off `bufferAmount`, so dispatching this on
+         * every risk change keeps the setup and review screens in sync.
+         */
+        updateAutoSweepRisk(draft, action) {
+            draft.bufferAmount = action.payload.bufferAmount;
+        },
+        /**
+         * Stage the in-flight form values without submitting them — fired from
+         * the setup→review transition so other selectors (and devtools) can see
+         * what the user is about to confirm. Leaves `saveStatus` untouched; the
+         * actual PUT only kicks off when the user clicks "Confirm Sweep" via
+         * `saveAutoSweepSettings`.
+         */
+        updateAutoSweepDraft(draft, action) {
+            draft.bufferAmount = action.payload.bufferAmount;
+            draft.frequency = action.payload.frequency;
+            draft.memo = action.payload.memo;
+        },
+        /**
+         * Trigger the PUT for the auto-sweep settings already staged via
+         * `updateAutoSweepDraft`. Carries no payload — flips `saveStatus` to
+         * `In-Progress` and the save epic reads `bufferAmount` / `frequency` /
+         * `memo` straight from the slice. Callers must ensure those fields
+         * reflect the user's latest input before dispatching.
+         */
+        saveAutoSweepSettings(draft) {
+            draft.saveStatus = { fetchState: 'In-Progress', error: undefined };
+        },
+        updateAutoSweepSettingsFetchStatus(draft, action) {
+            draft.saveStatus = {
+                fetchState: action.payload.fetchState,
+                error: action.payload.error,
+            };
+        },
+        clearAutoSweepFlow() {
+            return autoSweepFlowState_1.initialAutoSweepFlowState;
+        },
+    },
+});
+_a = autoSweepFlow.actions, exports.fetchCashManagementSettings = _a.fetchCashManagementSettings, exports.updateCashManagementSettings = _a.updateCashManagementSettings, exports.updateCashManagementSettingsFetchStatus = _a.updateCashManagementSettingsFetchStatus, exports.updateAutoSweepRisk = _a.updateAutoSweepRisk, exports.updateAutoSweepDraft = _a.updateAutoSweepDraft, exports.saveAutoSweepSettings = _a.saveAutoSweepSettings, exports.updateAutoSweepSettingsFetchStatus = _a.updateAutoSweepSettingsFetchStatus, exports.clearAutoSweepFlow = _a.clearAutoSweepFlow;
+exports.default = autoSweepFlow.reducer;

package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowSelector.d.ts

@@ -0,0 +1,40 @@
+import { Amount } from '../../../../commonStateTypes/amount';
+import { FetchStateAndError, ID } from '../../../../commonStateTypes/common';
+import { SelectorView } from '../../../../commonStateTypes/viewAndReport/viewAndReport';
+import { RootState } from '../../../../reducer';
+import { FundingAccount } from '../../commonSetup/setupViewSelector';
+import { TreasurySummaryWithBalance } from '../../treasury/treasuryList/treasuryDetailState';
+import { AutoSweepFrequency, RiskLevel } from './autoSweepFlowState';
+/**
+ * The editable form state behind `<AutoSweepSetupPage>`. Kept as a nested
+ * object on the selector view so the screen can pass it through as a single
+ * unit and the rest of the view (server-derived data + statuses) stays
+ * separate from "what the user is currently editing".
+ */
+export interface AutoSweepFlowFormData {
+    bufferAmount: Amount;
+    frequency: AutoSweepFrequency;
+    memo: string;
+    /** Derived from `bufferAmount` — the matching preset risk level, falling
+     *  back to `'moderate'` for custom server-side values. */
+    risk: RiskLevel;
+}
+export interface AutoSweepFlowSelectorView extends SelectorView {
+    formData: AutoSweepFlowFormData;
+    saveStatus: FetchStateAndError;
+    /**
+     * Recommended sweep amount. Sourced from the cash management banner
+     * (the first money_movements[0].movements[0].amount returned by the
+     * agent's `/recommend` endpoint). Defaults to zero when the agent
+     * hasn't returned a movement yet.
+     */
+    sweepAmount: Amount;
+    /** Resolved from `primaryFundingAccountId` against the deposit-account
+     *  entity bucket. `undefined` until the GET fetch publishes the account. */
+    primaryFundingAccount?: FundingAccount;
+    settingsId?: ID;
+    /** Treasury account summary used by the setup / review flow to render the
+     *  destination column. Mirrors `getTreasuryDetail().accountSummary`. */
+    treasurySummary?: TreasurySummaryWithBalance;
+}
+export declare const getAutoSweepFlow: (state: RootState) => AutoSweepFlowSelectorView;

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

@@ -0,0 +1,53 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.getAutoSweepFlow = void 0;
+const depositAccountSelector_1 = require("../../../../entity/depositAccount/depositAccountSelector");
+const setupViewSelector_1 = require("../../commonSetup/setupViewSelector");
+const treasuryDetailSelector_1 = require("../../treasury/treasuryList/treasuryDetailSelector");
+const cashManagementOverviewSelector_1 = require("../cashManagementOverview/cashManagementOverviewSelector");
+const autoSweepFlowState_1 = require("./autoSweepFlowState");
+/**
+ * Risk band the agent's recommended sweep amount is computed against. The
+ * `sweepAmount` returned by the banner assumes this buffer, so the selector
+ * adjusts the displayed sweep by the delta between the user's selected band
+ * and this default.
+ */
+const DEFAULT_RISK_LEVEL = 'moderate';
+const getAutoSweepFlow = (state) => {
+    const { bufferAmount, frequency, memo, saveStatus, settingsId, primaryFundingAccountId, fetchState, error, } = state.autoSweepFlowState;
+    const depositAccount = primaryFundingAccountId != null
+        ? (0, depositAccountSelector_1.getDepositAccountByDepositAccountId)(state.depositAccountState, primaryFundingAccountId)
+        : undefined;
+    const risk = (0, autoSweepFlowState_1.bufferAmountToRisk)(bufferAmount.amount);
+    // The banner's recommended sweep assumes the default buffer band; shift it
+    // by the delta between the default buffer and the user's selected band so a
+    // tighter buffer (higher risk → smaller buffer) sweeps more and a looser
+    // buffer (lower risk → larger buffer) sweeps less. Clamp at zero so a buffer
+    // larger than the available surplus never yields a negative sweep.
+    const baseSweepAmount = (0, cashManagementOverviewSelector_1.getCashManagementOverviewBanner)(state).amount;
+    const sweepAmount = {
+        ...baseSweepAmount,
+        amount: Math.max(0, baseSweepAmount.amount +
+            autoSweepFlowState_1.RISK_BUFFER_AMOUNT[DEFAULT_RISK_LEVEL] -
+            autoSweepFlowState_1.RISK_BUFFER_AMOUNT[risk]),
+    };
+    return {
+        fetchState,
+        error,
+        formData: {
+            bufferAmount,
+            frequency,
+            memo,
+            risk,
+        },
+        primaryFundingAccount: depositAccount != null
+            ? (0, setupViewSelector_1.mapDepositAccToFundingAccount)(depositAccount)
+            : undefined,
+        saveStatus,
+        settingsId,
+        sweepAmount,
+        treasurySummary: (0, treasuryDetailSelector_1.getTreasuryDetail)(state).accountSummary,
+        version: 0,
+    };
+};
+exports.getAutoSweepFlow = getAutoSweepFlow;

package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowState.d.ts

@@ -0,0 +1,37 @@
+import { Amount } from '../../../../commonStateTypes/amount';
+import { FetchStateAndError, ID } from '../../../../commonStateTypes/common';
+import { ZeniDate } from '../../../../zeniDayJS';
+/**
+ * Cadence at which the auto-sweep transfer fires. Lowercase to match the
+ * cash-management settings API contract (and the `SweepFrequency` literal
+ * already used by `<AutoSweepSetupPage>` in web-components).
+ */
+export declare const ALL_AUTO_SWEEP_FREQUENCIES: readonly ["daily", "weekly", "biweekly", "monthly"];
+export declare const toAutoSweepFrequency: (v?: string) => "weekly" | "biweekly" | "monthly" | "daily";
+export type AutoSweepFrequency = NonNullable<ReturnType<typeof toAutoSweepFrequency>>;
+/**
+ * Risk presets the auto-sweep setup form exposes. Each level maps to a
+ * canonical minimum-buffer amount (USD). Selecting a level in the UI is
+ * shorthand for choosing that buffer.
+ */
+export declare const ALL_AUTO_SWEEP_RISK_LEVELS: readonly ["low", "moderate", "high"];
+export declare const toAutoSweepRiskLevel: (v?: string) => "high" | "low" | "moderate";
+export type RiskLevel = NonNullable<ReturnType<typeof toAutoSweepRiskLevel>>;
+export declare const RISK_BUFFER_AMOUNT: Record<RiskLevel, number>;
+/**
+ * Maps a buffer amount back onto the closest preset risk level. Falls back
+ * to `'moderate'` when the amount doesn't match a known preset (e.g. the
+ * server returned a custom value). The dropdown in `<AutoSweepSetupPage>`
+ * uses this so it can pre-select the user's existing band on edit.
+ */
+export declare const bufferAmountToRisk: (amount: number) => RiskLevel;
+export interface AutoSweepFlowState extends FetchStateAndError {
+    bufferAmount: Amount;
+    frequency: AutoSweepFrequency;
+    memo: string;
+    saveStatus: FetchStateAndError;
+    nextTransferDate?: ZeniDate;
+    primaryFundingAccountId?: ID;
+    settingsId?: ID;
+}
+export declare const initialAutoSweepFlowState: AutoSweepFlowState;