@zeniai/web-components 4.1.63 → 4.1.64-betaAK1

package/dist/components/common/StyledCapsule.d.ts

@@ -1,6 +1,7 @@
+import { Colors } from '../../designSystem/zeniConstants';
 export type StyledCapsuleThemeType = "default" | "warning" | "info" | "success" | "attention";
 export interface StyledCapsuleProps {
-    label: string;
+    label: string | React.ReactElement;
     capsuleBackground?: string;
     className?: string;
     dataTestId?: string;
@@ -11,4 +12,5 @@ export interface StyledCapsuleProps {
     type?: StyledCapsuleThemeType;
     onClick?: () => void;
 }
+export declare const getCapsuleBGColor: (type: StyledCapsuleThemeType, mode: "light" | "dark") => Colors.tagDefaultBgLight | Colors.tagDefaultBgDark | Colors.tagWarningBgLight | Colors.tagWarningBgDark | Colors.tagInfoBgLight | Colors.tagInfoBgDark | Colors.tagSuccessBgLight | Colors.tagSuccessBgDark | Colors.tagAttentionBgLight | Colors.tagAttentionBgDark;
 export default function StyledCapsule({ label, labelColor, labelStyle, capsuleBackground, showChevron, style, dataTestId, type, onClick, }: Readonly<StyledCapsuleProps>): import("react/jsx-runtime").JSX.Element;

package/dist/components/expenseAutomation/ExpenseAutomationPage.d.ts

@@ -17,6 +17,7 @@ export interface ExpenseAutomationPageProps extends MonthEndReportPageProps {
     isAccountingClassesEnabled: boolean;
     isCOTEnabled: boolean;
     isDisabled: boolean;
+    isJEScheduleCOTEnabled: boolean;
     isProjectsTransactionsEnabled: boolean;
     isRealtimeInsightsFeatureEnabled: boolean;
     isTransactionActivityEnabled: boolean;

package/dist/components/expenseAutomation/sections/jeSchedules/JEScheduleDraftListRow.d.ts

@@ -4,11 +4,16 @@ export interface JEScheduleDraftListRowProps {
     dataListColumnKey: JEScheduleColumnKey;
     draft: JEScheduledTransaction;
     ignoreStatus: FetchStateAndError;
+    isJEScheduleCOTEnabled: boolean;
     recommendedCategoryName?: string;
     recommendedClassName?: string;
+    recommendedDepCategoryName?: string;
+    recommendedPeriodName?: string;
+    recommendedPostingDateName?: string;
+    recommendedTypeName?: string;
     ignoreRecommendedJeSchedule: (jeScheduleTransactionKey: JEScheduleTransactionKey, scheduleType: ScheduleTypes) => void;
     onReviewClickHandler: (jeScheduleId: ID, jeScheduleKey: JEScheduleTransactionKey, jeScheduleType: ScheduleTypes) => void;
     onConfirmCategoryRecommendation?: (jeScheduleTransactionKey: JEScheduleTransactionKey, recommendedCategoryId: ID) => void;
 }
-declare const _default: import('react').MemoExoticComponent<({ dataListColumnKey, draft, ignoreRecommendedJeSchedule, ignoreStatus, recommendedCategoryName, recommendedClassName, onConfirmCategoryRecommendation, onReviewClickHandler, }: JEScheduleDraftListRowProps) => import("react/jsx-runtime").JSX.Element | null>;
+declare const _default: import('react').MemoExoticComponent<({ dataListColumnKey, draft, ignoreRecommendedJeSchedule, ignoreStatus, isJEScheduleCOTEnabled, recommendedCategoryName, recommendedClassName, recommendedDepCategoryName, recommendedPeriodName, recommendedPostingDateName, recommendedTypeName, onConfirmCategoryRecommendation, onReviewClickHandler, }: JEScheduleDraftListRowProps) => import("react/jsx-runtime").JSX.Element | null>;
 export default _default;

package/dist/components/expenseAutomation/sections/jeSchedules/JEScheduleListWrapperRow.d.ts

@@ -11,6 +11,7 @@ export interface JEScheduleListWrapperRowProps {
     classListNestedAccountHierarchy: NestedClassHierarchyForReport[];
     dataListColumnKey: JEScheduleColumnKey;
     ignoreStatusById: Record<string, FetchStateAndError>;
+    isJEScheduleCOTEnabled: boolean;
     localDataByID: Record<string, JEScheduleLocalData>;
     postStatusById: Record<string, FetchStateAndError>;
     row: JEScheduledTransaction;
@@ -18,6 +19,7 @@ export interface JEScheduleListWrapperRowProps {
     vendorSearchAutoCompleteActions: AutoCompleteActions;
     vendorSearchAutoCompleteData: AutoCompleteData;
     align?: TextAlign;
+    isReadOnly?: boolean;
     ignoreRecommendedJeSchedule: (jeScheduleTransactionKey: JEScheduleTransactionKey, scheduleType: ScheduleTypes) => void;
     jeScheduleClickHandler: (event: React.MouseEvent<HTMLDivElement>, jeScheduleId: ID, jeScheduleKey: JEScheduleTransactionKey, jeScheduleType: ScheduleTypes) => void;
     onFormDataChange: (scheduleJournalEntryId: ID, localData: JEScheduleResolveComponentFormData) => void;
@@ -25,5 +27,5 @@ export interface JEScheduleListWrapperRowProps {
     onReviewClickHandler: (jeScheduleId: ID, jeScheduleKey: JEScheduleTransactionKey, jeScheduleType: ScheduleTypes) => void;
     onConfirmCategoryRecommendation?: (jeScheduleTransactionKey: JEScheduleTransactionKey, recommendedCategoryId: ID) => void;
 }
-declare const _default: import('react').MemoExoticComponent<({ accountListNestedAccountHierarchy, align, allAccountList, allDepAccountList, allDepreciationAccountListNestedAccountHierarchy, classListNestedAccountHierarchy, dataListColumnKey, ignoreStatusById, localDataByID, postStatusById, row, uncategorizedAccounts, vendorSearchAutoCompleteActions, vendorSearchAutoCompleteData, ignoreRecommendedJeSchedule, jeScheduleClickHandler, onConfirmCategoryRecommendation, onFormDataChange, onPostJESchedule, onReviewClickHandler, }: JEScheduleListWrapperRowProps) => import("react/jsx-runtime").JSX.Element | null>;
+declare const _default: import('react').MemoExoticComponent<({ accountListNestedAccountHierarchy, align, allAccountList, allDepAccountList, allDepreciationAccountListNestedAccountHierarchy, classListNestedAccountHierarchy, dataListColumnKey, ignoreStatusById, isJEScheduleCOTEnabled, isReadOnly, localDataByID, postStatusById, row, uncategorizedAccounts, vendorSearchAutoCompleteActions, vendorSearchAutoCompleteData, ignoreRecommendedJeSchedule, jeScheduleClickHandler, onConfirmCategoryRecommendation, onFormDataChange, onPostJESchedule, onReviewClickHandler, }: JEScheduleListWrapperRowProps) => import("react/jsx-runtime").JSX.Element | null>;
 export default _default;

package/dist/components/expenseAutomation/sections/jeSchedules/JESchedulePage.d.ts

@@ -11,5 +11,5 @@ export interface JESchedulePageProps extends Omit<JEScheduleListProps, "jeSchedu
     setIsJeAccountSettingsOpened: (isOpened: boolean) => void;
     setResetJeAccountSettingsForm: (resetFn: () => void) => void;
 }
-declare function JESchedulePage({ expenseAutomationViewSelector, currentFooterFormId, isAccountingClassesEnabled, selectedMainTab, setResetJeAccountSettingsForm, vendorSearchAutoCompleteData, onJESchedulesFormDataChange, onPostJESchedule, handleJeScheduleClick, onJeAccountSettingsChange, onSaveJeAccountSettingsClick, ignoreRecommendedJeSchedule, vendorSearchAutoCompleteActions, setCurrentFooterFormId, setIsJeAccountSettingsOpened, onUpdateJESchedulesUIState, }: Readonly<JESchedulePageProps>): import("react/jsx-runtime").JSX.Element | null;
+declare function JESchedulePage({ expenseAutomationViewSelector, currentFooterFormId, isAccountingClassesEnabled, isJEScheduleCOTEnabled, selectedMainTab, setResetJeAccountSettingsForm, vendorSearchAutoCompleteData, onJESchedulesFormDataChange, onPostJESchedule, handleJeScheduleClick, onJeAccountSettingsChange, onSaveJeAccountSettingsClick, ignoreRecommendedJeSchedule, vendorSearchAutoCompleteActions, setCurrentFooterFormId, setIsJeAccountSettingsOpened, onUpdateJESchedulesUIState, }: Readonly<JESchedulePageProps>): import("react/jsx-runtime").JSX.Element | null;
 export default JESchedulePage;

package/dist/components/expenseAutomation/sections/jeSchedules/JEScheduleReadOnlyListRow.d.ts

@@ -2,7 +2,12 @@ import { JEScheduledTransaction } from '@zeniai/client-epic-state';
 import { JEScheduleColumnKey } from './jeScheduleConfig';
 export interface JEScheduleReadOnlyListRowProps {
     dataListColumnKey: JEScheduleColumnKey;
+    isJEScheduleCOTEnabled: boolean;
     row: JEScheduledTransaction;
+    recommendedCategoryName?: string;
+    recommendedClassName?: string;
+    recommendedDepCategoryName?: string;
+    recommendedTypeName?: string;
 }
-declare const _default: import('react').MemoExoticComponent<({ dataListColumnKey, row, }: JEScheduleReadOnlyListRowProps) => import("react/jsx-runtime").JSX.Element | null>;
+declare const _default: import('react').MemoExoticComponent<({ dataListColumnKey, isJEScheduleCOTEnabled, recommendedCategoryName, recommendedClassName, recommendedDepCategoryName, recommendedTypeName, row, }: JEScheduleReadOnlyListRowProps) => import("react/jsx-runtime").JSX.Element | null>;
 export default _default;

package/dist/components/expenseAutomation/sections/jeSchedules/JEScheduleRecommendationIcon.d.ts

@@ -1,12 +1,13 @@
 import { ID, JEScheduleFieldRecommendation, TransactionLineRecommendationFieldTypes } from '@zeniai/client-epic-state';
-type JERecommendationType = Extract<TransactionLineRecommendationFieldTypes, "category" | "class">;
+type JERecommendationType = Extract<TransactionLineRecommendationFieldTypes, "category" | "class"> | "scheduleType" | "period" | "postingDate";
 interface JEScheduleRecommendationIconProps {
     currentValueId: string | string[] | undefined;
+    isJEScheduleCOTEnabled: boolean;
     recommendation: JEScheduleFieldRecommendation | undefined;
     recommendedId: string | undefined;
     type: JERecommendationType;
     recommendedName?: string;
     onConfirmRecommendation?: (recommendedId: ID) => void;
 }
-declare const JEScheduleRecommendationIcon: ({ recommendation, currentValueId, recommendedId, recommendedName, type, onConfirmRecommendation, }: JEScheduleRecommendationIconProps) => import("react/jsx-runtime").JSX.Element;
+declare const JEScheduleRecommendationIcon: ({ recommendation, currentValueId, isJEScheduleCOTEnabled, recommendedId, recommendedName, type, onConfirmRecommendation, }: JEScheduleRecommendationIconProps) => import("react/jsx-runtime").JSX.Element;
 export default JEScheduleRecommendationIcon;

package/dist/components/expenseAutomation/sections/jeSchedules/JEScheduleResolveListRow.d.ts

@@ -10,6 +10,7 @@ export interface JEScheduleResolveListRowProps {
     allDepAccountList: AccountBase[];
     dataListColumnKey: JEScheduleColumnKey;
     draft: JEScheduledTransactionWithFailedEntries;
+    isJEScheduleCOTEnabled: boolean;
     localData: JEScheduleLocalData;
     postStatus: FetchStateAndError;
     uncategorizedAccounts: UncategorizedAccounts;
@@ -17,10 +18,14 @@ export interface JEScheduleResolveListRowProps {
     vendorSearchAutoCompleteData: AutoCompleteData;
     recommendedCategoryName?: string;
     recommendedClassName?: string;
+    recommendedDepCategoryName?: string;
+    recommendedPeriodName?: string;
+    recommendedPostingDateName?: string;
+    recommendedTypeName?: string;
     onFormDataChange: (scheduleJournalEntryId: ID, localData: JEScheduleResolveComponentFormData) => void;
     onPostJESchedule: (scheduledJournalEntryId: ID, jeScheduleTransactionKey: JEScheduleTransactionKey) => void;
     onReviewClickHandler: (jeScheduleId: ID, jeScheduleKey: JEScheduleTransactionKey, jeScheduleType: ScheduleTypes) => void;
     onConfirmCategoryRecommendation?: (jeScheduleTransactionKey: JEScheduleTransactionKey, recommendedCategoryId: ID) => void;
 }
-declare const _default: import('react').MemoExoticComponent<({ allAccountGroupedOptions, allAccountList, allDepAccountGroupedOptions, allDepAccountList, dataListColumnKey, draft, localData, postStatus, recommendedCategoryName, recommendedClassName, uncategorizedAccounts, vendorSearchAutoCompleteActions, vendorSearchAutoCompleteData, onConfirmCategoryRecommendation, onFormDataChange, onPostJESchedule, onReviewClickHandler, }: JEScheduleResolveListRowProps) => import("react/jsx-runtime").JSX.Element | null>;
+declare const _default: import('react').MemoExoticComponent<({ allAccountGroupedOptions, allAccountList, allDepAccountGroupedOptions, allDepAccountList, dataListColumnKey, draft, isJEScheduleCOTEnabled, localData, postStatus, recommendedCategoryName, recommendedClassName, recommendedDepCategoryName, recommendedPeriodName, recommendedPostingDateName, recommendedTypeName, uncategorizedAccounts, vendorSearchAutoCompleteActions, vendorSearchAutoCompleteData, onConfirmCategoryRecommendation, onFormDataChange, onPostJESchedule, onReviewClickHandler, }: JEScheduleResolveListRowProps) => import("react/jsx-runtime").JSX.Element | null>;
 export default _default;

package/dist/components/expenseAutomation/sections/jeSchedules/JESchedulesList.d.ts

@@ -14,10 +14,11 @@ export interface JESchedulesListProps {
 }
 export interface Props extends JESchedulesListProps {
     isAccountingClassesEnabled: boolean;
+    isJEScheduleCOTEnabled: boolean;
     jeSchedules: ExpenseAutomationJESchedulesViewSelector;
     selectedMainTab: JEScheduleMainTab;
     vendorSearchAutoCompleteActions: AutoCompleteActions;
     vendorSearchAutoCompleteData: AutoCompleteData;
 }
-declare function JESchedulesListPage({ isAccountingClassesEnabled, jeSchedules, selectedMainTab, vendorSearchAutoCompleteData, handleJeScheduleClick, onConfirmCategoryRecommendation, onJESchedulesFormDataChange, onPostJESchedule, ignoreRecommendedJeSchedule, onUpdateJESchedulesUIState, vendorSearchAutoCompleteActions, setCurrentFooterFormId, }: Readonly<Props>): import("react/jsx-runtime").JSX.Element;
+declare function JESchedulesListPage({ isAccountingClassesEnabled, isJEScheduleCOTEnabled, jeSchedules, selectedMainTab, vendorSearchAutoCompleteData, handleJeScheduleClick, onConfirmCategoryRecommendation, onJESchedulesFormDataChange, onPostJESchedule, ignoreRecommendedJeSchedule, onUpdateJESchedulesUIState, vendorSearchAutoCompleteActions, setCurrentFooterFormId, }: Readonly<Props>): import("react/jsx-runtime").JSX.Element;
 export default JESchedulesListPage;

package/dist/components/expenseAutomation/sections/jeSchedules/jeScheduleListRow.helpers.d.ts

@@ -1,12 +1,14 @@
 import { ID, JEScheduleFieldRecommendation, JEScheduledTransaction, TransactionLineRecommendationFieldTypes } from '@zeniai/client-epic-state';
 import { ChainOfThoughtData } from '../../../common/tooltipVariants/types';
 interface BuildJEScheduleCOTDataOptions {
+    /** Current caller (JEScheduleRecommendationIcon) pre-gates on this; kept for future callers that may not. */
+    isCOTEnabled: boolean;
     isDisabled: boolean;
     isSelected: boolean;
     recommendation: JEScheduleFieldRecommendation;
     recommendedId: ID;
     recommendedName: string;
-    type: Extract<TransactionLineRecommendationFieldTypes, "category" | "class">;
+    type: Extract<TransactionLineRecommendationFieldTypes, "category" | "class"> | "scheduleType" | "period" | "postingDate";
     onConfirmClick?: (recommendedId: ID) => void;
 }
 export declare function buildJEScheduleCOTData(options: BuildJEScheduleCOTDataOptions): ChainOfThoughtData | null;

package/dist/components/expenseAutomation/sections/jeSchedules/jeScheduleListRow.helpers.test.d.ts

@@ -0,0 +1 @@
+export {};

package/dist/components/spendManagement/autoTransferRules/AutoTransferRulePage.d.ts

@@ -17,6 +17,12 @@ export interface AutoTransferRulePageProps {
     depositAccountListView?: DepositAccountListSelectorView;
     downloadAccountDetailEndPoint?: string;
     editingRuleId?: string | null;
+    /**
+     * When `true`, suppresses the page-level NavBar. Use when embedding this
+     * page inside another page (e.g. as a sub-tab of cash management) that
+     * already owns the chrome.
+     */
+    hideNavBar?: boolean;
     isEditDrawerOpen?: boolean;
     scrollToAddRule?: boolean;
     zeniAccountsConfigDetail?: ZeniAccountsConfigSelectorView;
@@ -33,7 +39,7 @@ export interface AutoTransferRulePageProps {
     onUpdateRuleLocalData: (localData: AutoTransferRuleLocalData, ruleId?: string) => void;
     onEditClick?: (ruleId: string) => void;
 }
-declare const AutoTransferRulePage: ({ autoTransferRuleView, hasAdminLevelAccess, companyName, analytics, authParams, currentTenant, depositAccountListView, downloadAccountDetailEndPoint, transferLimit, zeniAccountsConfigDetail, onBackClick, onDeleteClick, onPauseClick, onResumeClick, onActivityClick, onUpdateRule, onCreateRule, onReviewClick, includeTreasuryOption, isEditDrawerOpen, editingRuleId, onUpdateRuleLocalData, onEditClick, clearRuleLocalData, onEditDrawerClose, scrollToAddRule, }: AutoTransferRulePageProps) => import("react/jsx-runtime").JSX.Element;
+declare const AutoTransferRulePage: ({ autoTransferRuleView, hasAdminLevelAccess, companyName, analytics, authParams, currentTenant, depositAccountListView, downloadAccountDetailEndPoint, transferLimit, zeniAccountsConfigDetail, onBackClick, onDeleteClick, onPauseClick, onResumeClick, onActivityClick, onUpdateRule, onCreateRule, onReviewClick, hideNavBar, includeTreasuryOption, isEditDrawerOpen, editingRuleId, onUpdateRuleLocalData, onEditClick, clearRuleLocalData, onEditDrawerClose, scrollToAddRule, }: AutoTransferRulePageProps) => import("react/jsx-runtime").JSX.Element;
 export default AutoTransferRulePage;
 export declare const getAccountLabel: (account?: FundingAccount | {
     accType: string;

package/dist/components/spendManagement/autoTransferRules/ExistingRulesSection.d.ts

@@ -1,5 +1,5 @@
 import { ClientAnalytics } from '@zeniai/client-analytics';
-import { AutoTransferRule, FundingAccount, TreasuryAccount } from '@zeniai/client-epic-state';
+import { AutoTransferRule, CashManagementRule, FundingAccount, TreasuryAccount } from '@zeniai/client-epic-state';
 /** Single destination for distribute-by-percentage (e.g. "50% To Zeni Checking ... 2213") */
 export interface AllocationDestination {
     accountLabel: string;
@@ -12,7 +12,12 @@ export interface ExistingRulesSectionProps {
     rules: AutoTransferRule[];
     transferMoneyParties: FundingAccount[];
     analytics?: ClientAnalytics;
+    /**
+     * Saved auto-sweep cash-management config. When present, rendered as the
+     * first card above the regular auto-transfer rules.
+     */
+    cashManagementRule?: CashManagementRule;
     treasuryAccount?: TreasuryAccount;
     onRuleMenuAction: (ruleId: string, action: RuleMenuAction) => void;
 }
-export declare function ExistingRulesSection({ analytics, hasAdminLevelAccess, rules, transferMoneyParties, treasuryAccount, onRuleMenuAction, }: ExistingRulesSectionProps): import("react/jsx-runtime").JSX.Element | null;
+export declare function ExistingRulesSection({ analytics, hasAdminLevelAccess, rules, transferMoneyParties, cashManagementRule, treasuryAccount, onRuleMenuAction, }: ExistingRulesSectionProps): import("react/jsx-runtime").JSX.Element | null;

package/dist/components/spendManagement/autoTransferRules/ReviewAutoTransferRuleDrawer.d.ts

@@ -12,5 +12,4 @@ export interface ReviewAutoTransferRuleDrawerProps {
     onClose: () => void;
     onCreateRule: () => void;
 }
-export declare function getNextTransferDate(frequency: string | undefined): string;
 export declare function ReviewAutoTransferRuleDrawer({ open, ruleType, formLocalData, companyName, autoTransferReviewDetail, transferMoneyParties, ruleUpdateStatus, isEdit, onBack, onClose, onCreateRule, }: ReviewAutoTransferRuleDrawerProps): import("react/jsx-runtime").JSX.Element | null;

package/dist/components/spendManagement/cashManagement/AutoSweepFlow.d.ts

@@ -0,0 +1,69 @@
+import { default as React } from 'react';
+import { Amount, FundingAccount, RiskLevel } from '@zeniai/client-epic-state';
+import { SweepFrequency } from './AutoSweepSetupPage';
+interface TreasurySummaryWithBalance {
+    availableBalance: Amount;
+    fundAllocations: {
+        amount: Amount;
+        fundCode: string;
+    }[];
+    insuredFunds: Amount;
+    processingBalance: Amount;
+    totalBalance: Amount;
+    totalYield: Amount;
+}
+export interface AutoSweepFlowProps {
+    primaryAccount: FundingAccount;
+    sweepAmount: Amount;
+    initialFrequency?: SweepFrequency;
+    initialMemo?: string;
+    /** Initial state for the form. */
+    initialRisk?: RiskLevel;
+    /**
+     * Pass `true` while the PUT save is in flight so the Review page renders
+     * the Confirm button with a loading spinner and blocks edits. Driven off
+     * the slice's `saveStatus.fetchState` in the container.
+     */
+    isSaving?: boolean;
+    treasurySummary?: TreasurySummaryWithBalance;
+    /**
+     * Fired when the user clicks "Confirm Sweep" on the review screen.
+     * Carries no payload — the form values have already been staged into
+     * Redux via the preceding `onSaveDraft` dispatch on Review, so the
+     * container can dispatch the save action with no payload.
+     */
+    onConfirm?: () => void;
+    /** Fired when the user clicks the back arrow on the setup screen. */
+    onExit?: () => void;
+    /**
+     * Fired whenever the risk band changes on the setup screen (live, not just
+     * on review). Consumers wire this to update the buffer in Redux so the
+     * recommended sweep amount recomputes and both screens stay in sync.
+     */
+    onRiskChange?: (risk: RiskLevel) => void;
+    /**
+     * Fired when the user transitions from setup → review (i.e. clicks the
+     * "Review Sweep" button). Consumers wire this to persist the in-flight
+     * form values into Redux so the draft is observable to other selectors
+     * before the user confirms.
+     */
+    onSaveDraft?: (params: {
+        frequency: SweepFrequency;
+        memo: string;
+        risk: RiskLevel;
+    }) => void;
+}
+/**
+ * Step state machine that pairs `AutoSweepSetupPage` and `AutoSweepReviewPage`.
+ *
+ * - Setup → Review: triggered by `onReviewClick` (Review Sweep button).
+ * - Review → Setup: triggered by `onEditClick` (Edit button).
+ * - Review → Confirm: triggered by `onConfirmClick`; bubbles up via `onConfirm`.
+ *
+ * Use this component in stories or screens that need the full
+ * "configure → review → confirm" flow without their own routing layer.
+ * In production a router-driven container can render the two pages on
+ * separate routes instead of using this wrapper.
+ */
+declare const AutoSweepFlow: React.FC<AutoSweepFlowProps>;
+export default AutoSweepFlow;

package/dist/components/spendManagement/cashManagement/AutoSweepReviewPage.d.ts

@@ -0,0 +1,39 @@
+import { default as React } from 'react';
+import { Amount, FundingAccount, RiskLevel } from '@zeniai/client-epic-state';
+interface TreasurySummaryWithBalance {
+    availableBalance: Amount;
+    fundAllocations: {
+        amount: Amount;
+        fundCode: string;
+    }[];
+    insuredFunds: Amount;
+    processingBalance: Amount;
+    totalBalance: Amount;
+    totalYield: Amount;
+}
+export interface AutoSweepReviewPageProps {
+    bufferAmount: number;
+    bufferCushionAmount: number;
+    operatingBalance: number;
+    primaryAccount: FundingAccount;
+    risk: RiskLevel;
+    sweepAmount: Amount;
+    estimatedDaysLabel?: string;
+    /**
+     * Renders the Confirm Sweep button in a loading state and blocks further
+     * clicks. Driven off `saveStatus.fetchState === 'In-Progress'` by the
+     * container.
+     */
+    isSaving?: boolean;
+    /**
+     * Treasury account summary used to render the destination ("Treasury")
+     * label and its current available balance. Source:
+     * `getTreasuryDetail(state).accountSummary`.
+     */
+    treasurySummary?: TreasurySummaryWithBalance;
+    onBackClick?: () => void;
+    onConfirmClick?: () => void;
+    onEditClick?: () => void;
+}
+declare const AutoSweepReviewPage: React.FC<AutoSweepReviewPageProps>;
+export default AutoSweepReviewPage;

package/dist/components/spendManagement/cashManagement/AutoSweepSetupPage.d.ts

@@ -0,0 +1,37 @@
+import { default as React } from 'react';
+import { Amount, FundingAccount, RiskLevel } from '@zeniai/client-epic-state';
+interface TreasurySummaryWithBalance {
+    availableBalance: Amount;
+    fundAllocations: {
+        amount: Amount;
+        fundCode: string;
+    }[];
+    insuredFunds: Amount;
+    processingBalance: Amount;
+    totalBalance: Amount;
+    totalYield: Amount;
+}
+export type SweepFrequency = "daily" | "weekly" | "biweekly" | "monthly";
+export interface AutoSweepSetupPageProps {
+    primaryAccount: FundingAccount;
+    sweepAmount: Amount;
+    frequency?: SweepFrequency;
+    memo?: string;
+    risk?: RiskLevel;
+    treasurySummary?: TreasurySummaryWithBalance;
+    onBackClick?: () => void;
+    onCancelClick?: () => void;
+    onReviewClick?: (params: {
+        frequency: SweepFrequency;
+        memo: string;
+        risk: RiskLevel;
+    }) => void;
+    /**
+     * Fired whenever the risk band changes in the picker (not just on review),
+     * so the container can update the buffer in state and the sweep amount can
+     * react live.
+     */
+    onRiskChange?: (risk: RiskLevel) => void;
+}
+declare const AutoSweepSetupPage: React.FC<AutoSweepSetupPageProps>;
+export default AutoSweepSetupPage;

package/dist/components/spendManagement/cashManagement/CashManagementBanner.d.ts

@@ -0,0 +1,21 @@
+import { default as React } from 'react';
+import { Amount, CashManagementOverviewBannerSelectorView } from '@zeniai/client-epic-state';
+/**
+ * Direction of the agent's recommended movement. Drives which banner layout
+ * we render — `'push'` (sweep cash up to treasury) shows the "Move X to
+ * Treasury" recommendation; `'pull'` (pull funds back to checking to cover
+ * an outflow) shows the in-progress status row.
+ */
+export type CashManagementBannerSubMovementType = "push" | "pull";
+export interface CashManagementBannerProps {
+    banner: CashManagementOverviewBannerSelectorView;
+    bufferAmount: Amount;
+    estimatedAnnualYield?: Amount;
+    estimatedDaysLabel?: string;
+    frequencyLabel?: string;
+    initiatedAtLabel?: string;
+    style?: React.CSSProperties;
+    onSetUpAutoSweepClick?: () => void;
+}
+declare const CashManagementBanner: React.FC<CashManagementBannerProps>;
+export default CashManagementBanner;

package/dist/components/spendManagement/cashManagement/CashManagementNavCTA.d.ts

@@ -0,0 +1,14 @@
+import { default as React } from 'react';
+export interface CashManagementNavCTAProps {
+    /** Override the gate check (e.g. for storybook). When omitted, reads `is_cash_management_feature_enabled`. */
+    isFeatureEnabled?: boolean;
+    onClick: () => void;
+}
+/**
+ * Right-side navbar CTA that links to the Cash Management page.
+ *
+ * Gated behind `is_cash_management_feature_enabled`. Renders nothing when
+ * the gate is off so it can be safely dropped into existing navbars.
+ */
+declare const CashManagementNavCTA: React.FC<CashManagementNavCTAProps>;
+export default CashManagementNavCTA;

package/dist/components/spendManagement/cashManagement/CashOverview.d.ts

@@ -0,0 +1,47 @@
+import { default as React } from 'react';
+import { Amount, CashProjectionPoint, UpcomingPaymentEvent } from '@zeniai/client-epic-state';
+import { AutoTransferRulePageProps } from '../autoTransferRules/AutoTransferRulePage';
+import { CashManagementBannerProps } from './CashManagementBanner';
+export type ProjectionGranularity = "daily" | "weekly" | "monthly";
+export type CashManagementTabId = "overview" | "autoTransferRules";
+export interface CashOverviewProps {
+    bufferAmount: Amount;
+    cashBalance: Amount;
+    cashFlowTotal: Amount;
+    inflows: Amount;
+    outflowItems: UpcomingPaymentEvent[];
+    outflows: Amount;
+    projectionData: CashProjectionPoint[];
+    totalCash: Amount;
+    treasuryBalance: Amount;
+    /**
+     * Props passed through to `<AutoTransferRulePage />` rendered under the
+     * "Auto Transfer Rules" tab. When omitted and `isAutoTransferRulesLoading`
+     * is false, that tab renders an empty state.
+     */
+    autoTransferRulePageProps?: AutoTransferRulePageProps;
+    /**
+     * When provided, renders `<CashManagementBanner>` just below the NavBar.
+     * The consumer is responsible for picking the right `status` and
+     * gating on the cash-management feature flag.
+     */
+    cashManagementBannerProps?: CashManagementBannerProps;
+    granularity?: ProjectionGranularity;
+    /** Initial active tab; defaults to `"overview"`. */
+    initialTab?: CashManagementTabId;
+    /**
+     * When `true`, the auto transfer rules tab renders a skeleton placeholder
+     * instead of the empty state. Use while the rules selector is fetching.
+     */
+    isAutoTransferRulesLoading?: boolean;
+    /**
+     * When `true`, the upcoming outflows table renders a skeleton placeholder
+     * in place of its rows. Use while the upcoming-payment-events selector is
+     * fetching.
+     */
+    isOutflowsLoading?: boolean;
+    onBackClick?: () => void;
+    onGranularityChange?: (granularity: ProjectionGranularity) => void;
+}
+declare const CashOverview: React.FC<CashOverviewProps>;
+export default CashOverview;

package/dist/components/spendManagement/cashManagement/OutflowSection.d.ts

@@ -0,0 +1,8 @@
+import { default as React } from 'react';
+import { UpcomingPaymentEvent } from '@zeniai/client-epic-state';
+export interface OutflowSectionProps {
+    items: UpcomingPaymentEvent[];
+}
+export declare const OUTFLOW_COL_PCTS: readonly [45, 30, 25];
+declare const OutflowSection: React.FC<OutflowSectionProps>;
+export default OutflowSection;

package/dist/components/spendManagement/cashManagement/SweepAmountCard.d.ts

@@ -0,0 +1,8 @@
+import { default as React } from 'react';
+import { Amount } from '@zeniai/client-epic-state';
+export interface SweepAmountCardProps {
+    sweepAmount: Amount;
+    style?: React.CSSProperties;
+}
+declare const SweepAmountCard: React.FC<SweepAmountCardProps>;
+export default SweepAmountCard;

package/dist/components/spendManagement/cashManagement/SweepFlowRow.d.ts

@@ -0,0 +1,21 @@
+import { default as React } from 'react';
+import { Amount, FundingAccount } from '@zeniai/client-epic-state';
+interface TreasurySummaryWithBalance {
+    availableBalance: Amount;
+    fundAllocations: {
+        amount: Amount;
+        fundCode: string;
+    }[];
+    insuredFunds: Amount;
+    processingBalance: Amount;
+    totalBalance: Amount;
+    totalYield: Amount;
+}
+export interface SweepFlowRowProps {
+    /** Primary funding account that performs the actual transfer to Treasury. */
+    primaryAccount: FundingAccount;
+    /** Treasury account summary; rendered as the destination ("Treasury" + available balance). */
+    treasurySummary?: TreasurySummaryWithBalance;
+}
+declare const SweepFlowRow: React.FC<SweepFlowRowProps>;
+export default SweepFlowRow;

package/dist/components/spendManagement/cashManagement/skeletons/CashManagementBannerSkeleton.d.ts

@@ -0,0 +1,6 @@
+import { default as React } from 'react';
+interface CashManagementBannerSkeletonProps {
+    style?: React.CSSProperties;
+}
+declare const CashManagementBannerSkeleton: React.FC<CashManagementBannerSkeletonProps>;
+export default CashManagementBannerSkeleton;

package/dist/components/spendManagement/treasury/TreasuryNavBarPieces.d.ts

@@ -13,6 +13,7 @@ export interface TreasuryNavBarPiecesProps {
     onOptionSelection: (value: MoreOption) => void;
     onTransferClick: () => void;
     onAutoTransferClick?: () => void;
+    onCashManagementClick?: () => void;
     onCommentIconClick?: () => void;
 }
-export declare const TreasuryNavBarPieces: ({ isAutoTransferRuleEnabled, onOptionSelection, onTransferClick, onAutoTransferClick, isTreasuryCommentingEnabled, isThreadsLoading, threadsCount, onCommentIconClick, }: TreasuryNavBarPiecesProps) => import("react/jsx-runtime").JSX.Element;
+export declare const TreasuryNavBarPieces: ({ isAutoTransferRuleEnabled, onOptionSelection, onTransferClick, onAutoTransferClick, onCashManagementClick, isTreasuryCommentingEnabled, isThreadsLoading, threadsCount, onCommentIconClick, }: TreasuryNavBarPiecesProps) => import("react/jsx-runtime").JSX.Element;

package/dist/components/spendManagement/treasury/TreasuryOverviewPage.d.ts

@@ -1,10 +1,17 @@
 import { SortOrder, TreasuryDetailSelectorView, TreasurySetupView, TreasuryViewSortKey } from '@zeniai/client-epic-state';
 import { RequestToOpenThreadType } from '../../commentsAndNotes/utils/ThreadsProvider';
+import { CashManagementBannerProps } from '../cashManagement/CashManagementBanner';
 import { MoreOption } from './TreasuryNavBarPieces';
 export interface TreasuryOverviewPageProps {
     isAutoTransferRuleEnabled: boolean;
     treasuryDetail: TreasuryDetailSelectorView;
     treasurySetupView: TreasurySetupView;
+    /**
+     * When provided, renders `<CashManagementBanner>` just below the NavBar.
+     * The consumer is responsible for picking the right `status` and
+     * gating on the cash-management feature flag.
+     */
+    cashManagementBannerProps?: CashManagementBannerProps;
     initialOpenThreadRequest?: RequestToOpenThreadType;
     isAiCfoAccessEnabled?: boolean;
     isLoading?: boolean;
@@ -15,6 +22,7 @@ export interface TreasuryOverviewPageProps {
     onColumnSortConfigChanged: (sortKey: TreasuryViewSortKey, sortOrder: SortOrder) => void;
     onTransferClick: () => void;
     onAskAiCfoClick?: () => void;
+    onCashManagementClick?: () => void;
     onClickMenuIcon?: () => void;
     onReloadTreasuryTransactions?: () => void;
 }

package/dist/components/spendManagement/zeniAccounts/ZeniAccountHelper.d.ts

@@ -1,4 +1,4 @@
-import { AutoTransferRule, DepositAccount, PaymentAccount } from '@zeniai/client-epic-state';
+import { AutoTransferRule, DepositAccount, FundingAccount, ID, PaymentAccount } from '@zeniai/client-epic-state';
 export declare const buildAccountNameById: (depositAccounts: DepositAccount[], paymentAccounts: PaymentAccount[] | undefined) => Map<string, string>;
 export interface AutoTransferRuleSummary {
     subtitle: string;
@@ -10,3 +10,12 @@ export declare const toMoveMoneyOptionTypeStrict: (option?: string) => "transfer
 export type MoveMoneyOption = NonNullable<ReturnType<typeof toMoveMoneyOptionTypeStrict>>;
 export declare const ACCOUNTS_COLOR_PALETTE_LIST: string[];
 export declare const getAccountsColorMappingFromIndex: (index: number) => string;
+/**
+ * Renders a logo for a FundingAccount as a 100%-of-parent element.
+ * Callers control the size by sizing the wrapping container.
+ *
+ * - depositAccount → ZeniBrandCheckingAccIcon colored from index
+ * - paymentAccount with a logo (base64 or url) → bank logo image
+ * - paymentAccount without a logo → ExternalAccountIcon SVG fallback
+ */
+export declare const renderAccountIcon: (accounts: FundingAccount[], accountId: ID) => JSX.Element | null;

package/dist/components/spendManagement/zeniAccounts/ZeniAccountListViewPage.d.ts

@@ -1,5 +1,6 @@
 import { ClientAnalytics } from '@zeniai/client-analytics';
 import { DepositAccount, ID, ZeniAccountListSelectorView } from '@zeniai/client-epic-state';
+import { CashManagementBannerProps } from '../cashManagement/CashManagementBanner';
 import { MoveMoneyOption } from './ZeniAccountHelper';
 export interface ZeniAccountListViewPageProps {
     analytics: ClientAnalytics;
@@ -8,6 +9,12 @@ export interface ZeniAccountListViewPageProps {
     isExpressPayEnabled: boolean;
     maxInsuredAmount: number;
     zeniAccountListView: ZeniAccountListSelectorView;
+    /**
+     * When provided, renders `<CashManagementBanner>` just below the NavBar.
+     * The consumer is responsible for picking the right `status` and
+     * gating on the cash-management feature flag.
+     */
+    cashManagementBannerProps?: CashManagementBannerProps;
     isAiCfoAccessEnabled?: boolean;
     isCheckingCommentingEnabled?: boolean;
     showTreasuryPromo?: boolean;
@@ -18,10 +25,11 @@ export interface ZeniAccountListViewPageProps {
     onSettingsClick: () => void;
     onZeniAccountClick: (id: ID, name: string) => void;
     onAskAiCfoClick?: () => void;
+    onCashManagementClick?: () => void;
     onClickMenuIcon?: () => void;
     onCreateCheckingClick?: (nickName: string) => void;
     onReloadTransactions?: () => void;
     onTreasuryGetStartedClick?: () => void;
 }
-declare const ZeniAccountListViewPage: ({ zeniAccountListView, analytics, maxInsuredAmount, isBillPayEnabled, isCheckingCommentingEnabled, isExpressPayEnabled, isAutoTransferRuleEnabled, onZeniAccountClick, onSettingsClick, onAutoTransferClick, handleMoveMoneyOptionSelection, onReloadTransactions, onCreateCheckingClick, onClickMenuIcon, onTreasuryGetStartedClick, showTreasuryPromo, treasuryYieldPercentage, treasuryInsuredAmount, isAiCfoAccessEnabled, onAskAiCfoClick, }: ZeniAccountListViewPageProps) => import("react/jsx-runtime").JSX.Element;
+declare const ZeniAccountListViewPage: ({ zeniAccountListView, analytics, maxInsuredAmount, isBillPayEnabled, isCheckingCommentingEnabled, isExpressPayEnabled, isAutoTransferRuleEnabled, onZeniAccountClick, onSettingsClick, onAutoTransferClick, handleMoveMoneyOptionSelection, onReloadTransactions, onCreateCheckingClick, onClickMenuIcon, onTreasuryGetStartedClick, showTreasuryPromo, treasuryYieldPercentage, treasuryInsuredAmount, isAiCfoAccessEnabled, onAskAiCfoClick, onCashManagementClick, cashManagementBannerProps, }: ZeniAccountListViewPageProps) => import("react/jsx-runtime").JSX.Element;
 export default ZeniAccountListViewPage;

package/dist/components/spendManagement/zeniAccounts/ZeniAccountNavBarPieces.d.ts

@@ -29,7 +29,8 @@ export interface ZeniAccountNavBarPiecesProps {
     onAccountDetailClick?: () => void;
     onAutoTransferClick?: () => void;
     onBankLetterClick?: () => void;
+    onCashManagementClick?: () => void;
     onCommentIconClick?: () => void;
     onSettingsClick?: () => void;
 }
-export declare const ZeniAccountNavBarPieces: ({ zeniBankProps, isAutoTransferRuleEnabled, isBillPayEnabled, isCheckingCommentingEnabled, isExpressPayEnabled, isThreadsLoading, analytics, onAutoTransferClick, onCommentIconClick, onSettingsClick, onAccountDetailClick, onBankLetterClick, showLoader, threadsCount, }: ZeniAccountNavBarPiecesProps) => import("react/jsx-runtime").JSX.Element;
+export declare const ZeniAccountNavBarPieces: ({ zeniBankProps, isAutoTransferRuleEnabled, isBillPayEnabled, isCheckingCommentingEnabled, isExpressPayEnabled, isThreadsLoading, analytics, onAutoTransferClick, onCashManagementClick, onCommentIconClick, onSettingsClick, onAccountDetailClick, onBankLetterClick, showLoader, threadsCount, }: ZeniAccountNavBarPiecesProps) => import("react/jsx-runtime").JSX.Element;