@zeniai/client-epic-state 5.2.32 → 5.2.34

package/lib/commonPayloadTypes/classesView/reportByClassPayloadV2.d.ts

@@ -18,8 +18,20 @@ interface ClassCOABalanceGroupedPayloadByClassIdV2 {
 export interface SectionByClassCOABalanceGroupedPayloadV2 extends COABalanceGroupedPayloadV2 {
     classes: ClassCOABalanceGroupedPayloadByClassIdV2;
 }
+interface CalculatedClassCOABalanceGroupedPayloadByClassIdV2 {
+    [class_Id: string]: COABalanceGroupedPayloadV2;
+}
+/**
+ * A section whose per-class entries carry a time series and nothing else: the
+ * backend fills the account-wise map only for the account sections, so the
+ * calculated sections (net income, the operating total, change in cash) are
+ * grouped by class with no accounts underneath.
+ */
+export interface CalculatedSectionByClassCOABalanceGroupedPayloadV2 extends COABalanceGroupedPayloadV2 {
+    classes: CalculatedClassCOABalanceGroupedPayloadByClassIdV2;
+}
 export interface ClassMetadataWithBalancesPayloadV2 {
-    classBalances: ClassCOABalanceGroupedPayloadV2;
+    classBalances: COABalanceGroupedPayloadV2;
     classMetadata: ClassMetadataPayload;
     nestedAccountIds: NestedAccountIDHierarchy[];
     nestedClassId: NestedClassID;

package/lib/entity/sectionClassesViewV2/sectionClassesViewEpic.js

@@ -29,17 +29,20 @@ const updateSectionClassesViewEpic = (actions$) => actions$.pipe((0, operators_1
         Object.keys(sectionPayload.classes).forEach((eachClassId) => {
             const classId = classMetadataRecordsByID[eachClassId].nestedClassId;
             const classMetadataPayload = classMetadataRecordsByID[eachClassId].classMetadataPayload;
-            const classAccounts = sectionPayload.classes[eachClassId].accounts;
-            const classSubAccounts = (0, subAccountPayloadHelper_1.getSubAccountsMetadataForAccountList)(classAccounts, accountMetadataRecordsByID, sectionId, { parentClassId: classId, sectionId });
-            accountMetadataWithBalancesPayloads.push(...classSubAccounts);
-            // The grouped cash flow aggregates carry no accounts under a class.
-            const classAccountIds = Object.keys(classAccounts ?? {});
-            const nestedAccountIds = (0, getNestedAccountIDHierarchyForSection_1.getNestedAccountIDHierarchyForAccounts)(classAccountIds, accountsMetadata);
+            const classPayload = sectionPayload.classes[eachClassId];
+            // A calculated section is grouped by class with no accounts under it.
+            const classAccounts = 'accounts' in classPayload ? classPayload.accounts : undefined;
+            if (classAccounts != null) {
+                accountMetadataWithBalancesPayloads.push(...(0, subAccountPayloadHelper_1.getSubAccountsMetadataForAccountList)(classAccounts, accountMetadataRecordsByID, sectionId, { parentClassId: classId, sectionId }));
+            }
+            const nestedAccountIds = classAccounts != null
+                ? (0, getNestedAccountIDHierarchyForSection_1.getNestedAccountIDHierarchyForAccounts)(Object.keys(classAccounts), accountsMetadata)
+                : [];
             if (classMetadataPayload != null) {
                 classMetadataWithBalancesPayloads.push({
                     nestedClassId: classId,
                     classMetadata: classMetadataPayload,
-                    classBalances: sectionPayload.classes[eachClassId],
+                    classBalances: classPayload,
                     nestedAccountIds,
                 });
             }

package/lib/entity/sectionClassesViewV2/sectionClassesViewReducer.d.ts

@@ -1,14 +1,14 @@
-import { SectionByClassCOABalanceGroupedPayloadV2 } from '../../commonPayloadTypes/classesView/reportByClassPayloadV2';
+import { CalculatedSectionByClassCOABalanceGroupedPayloadV2, SectionByClassCOABalanceGroupedPayloadV2 } from '../../commonPayloadTypes/classesView/reportByClassPayloadV2';
 import { CurrencyPayload } from '../../commonPayloadTypes/v2/viewAndReportPayloadv2';
 import { AccountMetadataPayload } from '../account/accountPayload';
 import { ClassMetadataPayload } from '../class/classPayload';
 import { SectionClassesViewStateV2 } from './sectionClassesViewState';
 export declare const initialState: SectionClassesViewStateV2;
-export declare const updateSectionClassesView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[timeframe: "month" | "year" | "quarter", sectionId: string, reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "operating_expenses_by_projects" | "revenue" | "revenue_by_classes" | "revenue_by_projects" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "net_burn_or_income_by_projects" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "balance_sheet_by_classes" | "balance_sheet_by_projects" | "cash_flow" | "cash_flow_by_classes" | "cash_flow_by_projects" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts", sectionPayload: SectionByClassCOABalanceGroupedPayloadV2, classesMetadataPayload: ClassMetadataPayload[], accountsMetadataPayload: AccountMetadataPayload[], currencyPayload: CurrencyPayload], {
+export declare const updateSectionClassesView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[timeframe: "month" | "year" | "quarter", sectionId: string, reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "operating_expenses_by_projects" | "revenue" | "revenue_by_classes" | "revenue_by_projects" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "net_burn_or_income_by_projects" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "balance_sheet_by_classes" | "balance_sheet_by_projects" | "cash_flow" | "cash_flow_by_classes" | "cash_flow_by_projects" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts", sectionPayload: SectionByClassCOABalanceGroupedPayloadV2 | CalculatedSectionByClassCOABalanceGroupedPayloadV2, classesMetadataPayload: ClassMetadataPayload[], accountsMetadataPayload: AccountMetadataPayload[], currencyPayload: CurrencyPayload], {
     timeframe: "month" | "year" | "quarter";
     reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "operating_expenses_by_projects" | "revenue" | "revenue_by_classes" | "revenue_by_projects" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "net_burn_or_income_by_projects" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "balance_sheet_by_classes" | "balance_sheet_by_projects" | "cash_flow" | "cash_flow_by_classes" | "cash_flow_by_projects" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts";
     sectionId: string;
-    sectionPayload: SectionByClassCOABalanceGroupedPayloadV2;
+    sectionPayload: SectionByClassCOABalanceGroupedPayloadV2 | CalculatedSectionByClassCOABalanceGroupedPayloadV2;
     classesMetadataPayload: ClassMetadataPayload[];
     accountsMetadataPayload: AccountMetadataPayload[];
     currencyPayload: CurrencyPayload;

package/lib/entity/sectionProjectView/sectionProjectViewEpic.js

@@ -18,12 +18,16 @@ const updateSectionProjectViewEpic = (actions$) => actions$.pipe((0, operators_1
     const accountMetadataWithBalancesPayloads = [];
     if (sectionPayload.projects != null) {
         Object.keys(sectionPayload.projects).forEach((projectId) => {
-            const projectAccounts = sectionPayload.projects[projectId].accounts;
+            const projectPayload = sectionPayload.projects[projectId];
+            // A calculated section is grouped by project with no accounts under it.
+            const projectAccounts = 'accounts' in projectPayload ? projectPayload.accounts : undefined;
             const projectsViewParentID = {
                 projectId,
                 sectionId,
             };
-            getSubAccountsMetadataForProjectAccountList(projectAccounts, accountMetadataRecordsByID, sectionId, projectsViewParentID, accountMetadataWithBalancesPayloads);
+            if (projectAccounts != null) {
+                getSubAccountsMetadataForProjectAccountList(projectAccounts, accountMetadataRecordsByID, sectionId, projectsViewParentID, accountMetadataWithBalancesPayloads);
+            }
         });
     }
     if (accountMetadataWithBalancesPayloads.length > 0) {

package/lib/entity/sectionProjectView/sectionProjectViewReducer.d.ts

@@ -1,13 +1,13 @@
 import { CurrencyPayload } from '../../commonPayloadTypes/v2/viewAndReportPayloadv2';
-import { SectionByProjectCOABalanceGroupedPayloadV2 } from '../../view/profitAndLossProjectView/profitAndLossProjectViewPayload';
+import { CalculatedSectionByProjectCOABalanceGroupedPayloadV2, SectionByProjectCOABalanceGroupedPayloadV2 } from '../../view/profitAndLossProjectView/profitAndLossProjectViewPayload';
 import { AccountMetadataPayload } from '../account/accountPayload';
 import { SectionProjectViewState } from './sectionProjectViewState';
 export declare const initialState: SectionProjectViewState;
-export declare const updateSectionProjectView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[timeframe: "month" | "year" | "quarter", sectionId: string, reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "operating_expenses_by_projects" | "revenue" | "revenue_by_classes" | "revenue_by_projects" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "net_burn_or_income_by_projects" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "balance_sheet_by_classes" | "balance_sheet_by_projects" | "cash_flow" | "cash_flow_by_classes" | "cash_flow_by_projects" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts", sectionPayload: SectionByProjectCOABalanceGroupedPayloadV2, accountsMetadataPayload: AccountMetadataPayload[], currencyPayload: CurrencyPayload], {
+export declare const updateSectionProjectView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[timeframe: "month" | "year" | "quarter", sectionId: string, reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "operating_expenses_by_projects" | "revenue" | "revenue_by_classes" | "revenue_by_projects" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "net_burn_or_income_by_projects" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "balance_sheet_by_classes" | "balance_sheet_by_projects" | "cash_flow" | "cash_flow_by_classes" | "cash_flow_by_projects" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts", sectionPayload: SectionByProjectCOABalanceGroupedPayloadV2 | CalculatedSectionByProjectCOABalanceGroupedPayloadV2, accountsMetadataPayload: AccountMetadataPayload[], currencyPayload: CurrencyPayload], {
     timeframe: "month" | "year" | "quarter";
     reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "operating_expenses_by_projects" | "revenue" | "revenue_by_classes" | "revenue_by_projects" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "net_burn_or_income_by_projects" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "balance_sheet_by_classes" | "balance_sheet_by_projects" | "cash_flow" | "cash_flow_by_classes" | "cash_flow_by_projects" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts";
     sectionId: string;
-    sectionPayload: SectionByProjectCOABalanceGroupedPayloadV2;
+    sectionPayload: SectionByProjectCOABalanceGroupedPayloadV2 | CalculatedSectionByProjectCOABalanceGroupedPayloadV2;
     accountsMetadataPayload: AccountMetadataPayload[];
     currencyPayload: CurrencyPayload;
 }, "sectionProjectView/updateSectionProjectView", never, never>;

package/lib/entity/sectionProjectView/sectionProjectViewReducer.js

@@ -34,10 +34,11 @@ const sectionProjectView = (0, toolkit_1.createSlice)({
                     const accountsMetadata = accountsMetadataPayload.map((eachAccount) => (0, accountPayload_1.mapAccountMetadataPayloadToAccountMetadata)(eachAccount));
                     Object.keys(sectionPayload.projects).forEach((projectId) => {
                         const projectPayload = sectionPayload.projects[projectId];
-                        const projectAccountIds = projectPayload.accounts != null
-                            ? Object.keys(projectPayload.accounts)
+                        // A calculated section is grouped by project with no accounts under it.
+                        const projectAccounts = 'accounts' in projectPayload ? projectPayload.accounts : undefined;
+                        const nestedAccountIds = projectAccounts != null
+                            ? (0, getNestedAccountIDHierarchyForSection_1.getNestedAccountIDHierarchyForAccounts)(Object.keys(projectAccounts), accountsMetadata)
                             : [];
-                        const nestedAccountIds = (0, getNestedAccountIDHierarchyForSection_1.getNestedAccountIDHierarchyForAccounts)(projectAccountIds, accountsMetadata);
                         updateSectionProject(draft, timeframe, projectPayload, sectionId, projectId, reportId, currencyPayload, nestedAccountIds);
                     });
                 }

package/lib/epic.js

@@ -61,6 +61,12 @@ const fetchSkillVersionBodyEpic_1 = require("./view/aiCfoView/epics/fetchSkillVe
 const fetchSkillVersionsEpic_1 = require("./view/aiCfoView/epics/fetchSkillVersionsEpic");
 const fetchSkillsEpic_1 = require("./view/aiCfoView/epics/fetchSkillsEpic");
 const fetchSuggestedQuestionsEpic_1 = require("./view/aiCfoView/epics/fetchSuggestedQuestionsEpic");
+const deleteRoutineEpic_1 = require("./view/aiCfoView/epics/deleteRoutineEpic");
+const fetchRoutineRunsEpic_1 = require("./view/aiCfoView/epics/fetchRoutineRunsEpic");
+const fetchRoutinesEpic_1 = require("./view/aiCfoView/epics/fetchRoutinesEpic");
+const runRoutineEpic_1 = require("./view/aiCfoView/epics/runRoutineEpic");
+const saveRoutineEpic_1 = require("./view/aiCfoView/epics/saveRoutineEpic");
+const setRoutineEnabledEpic_1 = require("./view/aiCfoView/epics/setRoutineEnabledEpic");
 const saveSkillEpic_1 = require("./view/aiCfoView/epics/saveSkillEpic");
 const setSkillVisibilityEpic_1 = require("./view/aiCfoView/epics/setSkillVisibilityEpic");
 const stopSubmitEpic_1 = require("./view/aiCfoView/epics/stopSubmitEpic");
@@ -845,6 +851,7 @@ const ALL_EPICS = [
     deletePersonEpic_1.deletePersonEpic,
     deleteRemiApprovalRuleEpic_1.deleteRemiApprovalRuleEpic,
     deleteRemiEpic_1.deleteRemiEpic,
+    deleteRoutineEpic_1.deleteRoutineEpic,
     deleteScheduleAccruedDetailEpic_1.deleteScheduleAccruedDetailEpic,
     deleteScheduleDetailEpic_1.deleteScheduleDetailEpic,
     deleteSkillEpic_1.deleteSkillEpic,
@@ -1169,6 +1176,8 @@ const ALL_EPICS = [
     fetchReviewCompanyViewEpic_1.fetchReviewCompanyViewEpic,
     fetchReviewTransferDetailEpic_1.fetchReviewTransferDetailEpic,
     fetchRewardsPlanEpic_1.fetchRewardsPlanEpic,
+    fetchRoutineRunsEpic_1.fetchRoutineRunsEpic,
+    fetchRoutinesEpic_1.fetchRoutinesEpic,
     fetchScheduleAccruedDetailsEpic_1.fetchScheduleAccruedDetailsEpic,
     fetchScheduleAccruedDetailsPageEpic_1.fetchScheduleAccruedDetailsPageEpic,
     fetchScheduleDetailsEpic_1.fetchScheduleDetailsEpic,
@@ -1347,6 +1356,7 @@ const ALL_EPICS = [
     runInvoicingInvoiceActionEpic_1.runInvoicingInvoiceActionEpic,
     runInvoicingPaymentActionEpic_1.runInvoicingPaymentActionEpic,
     runInvoicingSubscriptionActionEpic_1.runInvoicingSubscriptionActionEpic,
+    runRoutineEpic_1.runRoutineEpic,
     saveAccountMappingViewEpic_1.saveAccountMappingViewEpic,
     saveAccountSettingsViewEpic_1.saveAccountSettingsViewEpic,
     saveAPIKeyConnectionEpic_1.saveAPIKeyConnectionEpic,
@@ -1382,6 +1392,7 @@ const ALL_EPICS = [
     saveReasonForAuditRuleEpic_1.saveReasonForAuditRuleEpic,
     saveRemiDetailEpic_1.saveRemiDetailEpic,
     saveRemiSetupApproverViewUpdatesEpic_1.saveRemiSetupApproverViewUpdatesEpic,
+    saveRoutineEpic_1.saveRoutineEpic,
     saveScheduleAccruedDetailsEpic_1.saveScheduleAccruedDetailsEpic,
     saveScheduleDetailsEpic_1.saveScheduleDetailsEpic,
     saveSkillEpic_1.saveSkillEpic,
@@ -1410,6 +1421,7 @@ const ALL_EPICS = [
     sendOtpEpic_1.sendOtpEpic,
     sendReferralInviteEpic_1.sendReferralInviteEpic,
     sessionHeartbeatEpic_1.sessionHeartbeatEpic,
+    setRoutineEnabledEpic_1.setRoutineEnabledEpic,
     setSkillVisibilityEpic_1.setSkillVisibilityEpic,
     snoozeTaskEpic_1.snoozeTaskEpic,
     startInvoicingQboBackfillEpic_1.startInvoicingQboBackfillEpic,

package/lib/esm/entity/class/classReducer.js

@@ -1,7 +1,7 @@
 import { createSlice } from '@reduxjs/toolkit';
 import assignWith from 'lodash/assignWith';
 import recordGet from 'lodash/get';
-import { mapCOABalanceGroupedByPeriodPayloadV2ToCOABalanceGroupedByPeriod } from '../../commonPayloadTypes/v2/coaBalancePayload';
+import { mapCOABalanceGroupedByPeriodPayloadV2ToCOABalanceGroupedByPeriod, } from '../../commonPayloadTypes/v2/coaBalancePayload';
 import { getParentClassId } from '../../commonStateTypes/classesView/getNestedClassIDHierarchyForReport';
 import { clearAll } from '../../rootActions';
 import { mapClassBasePayloadToClass, } from './classPayload';

package/lib/esm/entity/sectionClassesViewV2/sectionClassesViewEpic.js

@@ -26,17 +26,20 @@ export const updateSectionClassesViewEpic = (actions$) => actions$.pipe(filter(u
         Object.keys(sectionPayload.classes).forEach((eachClassId) => {
             const classId = classMetadataRecordsByID[eachClassId].nestedClassId;
             const classMetadataPayload = classMetadataRecordsByID[eachClassId].classMetadataPayload;
-            const classAccounts = sectionPayload.classes[eachClassId].accounts;
-            const classSubAccounts = getSubAccountsMetadataForAccountList(classAccounts, accountMetadataRecordsByID, sectionId, { parentClassId: classId, sectionId });
-            accountMetadataWithBalancesPayloads.push(...classSubAccounts);
-            // The grouped cash flow aggregates carry no accounts under a class.
-            const classAccountIds = Object.keys(classAccounts ?? {});
-            const nestedAccountIds = getNestedAccountIDHierarchyForAccounts(classAccountIds, accountsMetadata);
+            const classPayload = sectionPayload.classes[eachClassId];
+            // A calculated section is grouped by class with no accounts under it.
+            const classAccounts = 'accounts' in classPayload ? classPayload.accounts : undefined;
+            if (classAccounts != null) {
+                accountMetadataWithBalancesPayloads.push(...getSubAccountsMetadataForAccountList(classAccounts, accountMetadataRecordsByID, sectionId, { parentClassId: classId, sectionId }));
+            }
+            const nestedAccountIds = classAccounts != null
+                ? getNestedAccountIDHierarchyForAccounts(Object.keys(classAccounts), accountsMetadata)
+                : [];
             if (classMetadataPayload != null) {
                 classMetadataWithBalancesPayloads.push({
                     nestedClassId: classId,
                     classMetadata: classMetadataPayload,
-                    classBalances: sectionPayload.classes[eachClassId],
+                    classBalances: classPayload,
                     nestedAccountIds,
                 });
             }

package/lib/esm/entity/sectionProjectView/sectionProjectViewEpic.js

@@ -15,12 +15,16 @@ export const updateSectionProjectViewEpic = (actions$) => actions$.pipe(filter(u
     const accountMetadataWithBalancesPayloads = [];
     if (sectionPayload.projects != null) {
         Object.keys(sectionPayload.projects).forEach((projectId) => {
-            const projectAccounts = sectionPayload.projects[projectId].accounts;
+            const projectPayload = sectionPayload.projects[projectId];
+            // A calculated section is grouped by project with no accounts under it.
+            const projectAccounts = 'accounts' in projectPayload ? projectPayload.accounts : undefined;
             const projectsViewParentID = {
                 projectId,
                 sectionId,
             };
-            getSubAccountsMetadataForProjectAccountList(projectAccounts, accountMetadataRecordsByID, sectionId, projectsViewParentID, accountMetadataWithBalancesPayloads);
+            if (projectAccounts != null) {
+                getSubAccountsMetadataForProjectAccountList(projectAccounts, accountMetadataRecordsByID, sectionId, projectsViewParentID, accountMetadataWithBalancesPayloads);
+            }
         });
     }
     if (accountMetadataWithBalancesPayloads.length > 0) {

package/lib/esm/entity/sectionProjectView/sectionProjectViewReducer.js

@@ -1,5 +1,5 @@
 import { createSlice } from '@reduxjs/toolkit';
-import { mapCOABalanceGroupedByPeriodPayloadV2ToCOABalanceGroupedByPeriod } from '../../commonPayloadTypes/v2/coaBalancePayload';
+import { mapCOABalanceGroupedByPeriodPayloadV2ToCOABalanceGroupedByPeriod, } from '../../commonPayloadTypes/v2/coaBalancePayload';
 import { clearAll } from '../../rootActions';
 import { mapAccountMetadataPayloadToAccountMetadata, } from '../account/accountPayload';
 import { getNestedAccountIDHierarchyForAccounts } from '../sectionAccountsView/getNestedAccountIDHierarchyForSection';
@@ -31,10 +31,11 @@ const sectionProjectView = createSlice({
                     const accountsMetadata = accountsMetadataPayload.map((eachAccount) => mapAccountMetadataPayloadToAccountMetadata(eachAccount));
                     Object.keys(sectionPayload.projects).forEach((projectId) => {
                         const projectPayload = sectionPayload.projects[projectId];
-                        const projectAccountIds = projectPayload.accounts != null
-                            ? Object.keys(projectPayload.accounts)
+                        // A calculated section is grouped by project with no accounts under it.
+                        const projectAccounts = 'accounts' in projectPayload ? projectPayload.accounts : undefined;
+                        const nestedAccountIds = projectAccounts != null
+                            ? getNestedAccountIDHierarchyForAccounts(Object.keys(projectAccounts), accountsMetadata)
                             : [];
-                        const nestedAccountIds = getNestedAccountIDHierarchyForAccounts(projectAccountIds, accountsMetadata);
                         updateSectionProject(draft, timeframe, projectPayload, sectionId, projectId, reportId, currencyPayload, nestedAccountIds);
                     });
                 }

package/lib/esm/epic.js

@@ -58,6 +58,12 @@ import { fetchSkillVersionBodyEpic } from './view/aiCfoView/epics/fetchSkillVers
 import { fetchSkillVersionsEpic } from './view/aiCfoView/epics/fetchSkillVersionsEpic';
 import { fetchSkillsEpic, } from './view/aiCfoView/epics/fetchSkillsEpic';
 import { fetchSuggestedQuestionsEpic, } from './view/aiCfoView/epics/fetchSuggestedQuestionsEpic';
+import { deleteRoutineEpic } from './view/aiCfoView/epics/deleteRoutineEpic';
+import { fetchRoutineRunsEpic } from './view/aiCfoView/epics/fetchRoutineRunsEpic';
+import { fetchRoutinesEpic } from './view/aiCfoView/epics/fetchRoutinesEpic';
+import { runRoutineEpic } from './view/aiCfoView/epics/runRoutineEpic';
+import { saveRoutineEpic } from './view/aiCfoView/epics/saveRoutineEpic';
+import { setRoutineEnabledEpic } from './view/aiCfoView/epics/setRoutineEnabledEpic';
 import { saveSkillEpic } from './view/aiCfoView/epics/saveSkillEpic';
 import { setSkillVisibilityEpic } from './view/aiCfoView/epics/setSkillVisibilityEpic';
 import { stopSubmitEpic, } from './view/aiCfoView/epics/stopSubmitEpic';
@@ -842,6 +848,7 @@ const ALL_EPICS = [
     deletePersonEpic,
     deleteRemiApprovalRuleEpic,
     deleteRemiEpic,
+    deleteRoutineEpic,
     deleteScheduleAccruedDetailEpic,
     deleteScheduleDetailEpic,
     deleteSkillEpic,
@@ -1166,6 +1173,8 @@ const ALL_EPICS = [
     fetchReviewCompanyViewEpic,
     fetchReviewTransferDetailEpic,
     fetchRewardsPlanEpic,
+    fetchRoutineRunsEpic,
+    fetchRoutinesEpic,
     fetchScheduleAccruedDetailsEpic,
     fetchScheduleAccruedDetailsPageEpic,
     fetchScheduleDetailsEpic,
@@ -1344,6 +1353,7 @@ const ALL_EPICS = [
     runInvoicingInvoiceActionEpic,
     runInvoicingPaymentActionEpic,
     runInvoicingSubscriptionActionEpic,
+    runRoutineEpic,
     saveAccountMappingViewEpic,
     saveAccountSettingsViewEpic,
     saveAPIKeyConnectionEpic,
@@ -1379,6 +1389,7 @@ const ALL_EPICS = [
     saveReasonForAuditRuleEpic,
     saveRemiDetailEpic,
     saveRemiSetupApproverViewUpdatesEpic,
+    saveRoutineEpic,
     saveScheduleAccruedDetailsEpic,
     saveScheduleDetailsEpic,
     saveSkillEpic,
@@ -1407,6 +1418,7 @@ const ALL_EPICS = [
     sendOtpEpic,
     sendReferralInviteEpic,
     sessionHeartbeatEpic,
+    setRoutineEnabledEpic,
     setSkillVisibilityEpic,
     snoozeTaskEpic,
     startInvoicingQboBackfillEpic,

package/lib/esm/index.js

@@ -691,8 +691,8 @@ export { updateAiAccountantCustomers, updateAiAccountantCustomer, updateAiAccoun
 export { getAiAccountantCustomers, getAiAccountantJobsByTenantId, } from './entity/aiAccountantCustomer/aiAccountantCustomerSelector';
 export { cancelAiAccountantOnboarding, fetchAiAccountantCustomers, fetchAiAccountantJobs, setSelectedTenantIdsForJobTrigger, triggerAiAccountantJob, updateAiAccountantUIState, } from './view/aiAccountantView/aiAccountantViewReducer';
 export { getAiAccountantCockpitView, } from './view/aiAccountantView/aiAccountantViewSelector';
-export { fetchChatSessionsForUser, createSession, submitQuestion, updateAiCfoViewScrollPosition, updateCurrentInput, updateCotCollapsedState, setSession, clearCurrentSessionId, clearDeleteChatSessionStatus, clearLastContextMessage, createSessionAndSubmit, stopSubmit, stopSubmitQuestion, fetchChatHistory, acceptMasterTOS, deleteChatSession, submitFeedback, updateResponseState, fetchSuggestedQuestions, fetchSuggestedQuestionsSuccess, fetchSuggestedQuestionsFailure, fetchSkills, fetchSkillsSuccess, fetchSkillsFailure, fetchSkillDetail, clearSkillDetail, clearSkillMutation, deleteSkill, fetchSkillVersionBody, fetchSkillVersions, saveSkill, setSkillVisibility, openSkillsBrowser, closeSkillsBrowser, applyAiCfoSidePanelHostPageTransition, clearAiCfoSidePanelHostPageContext, } from './view/aiCfoView/aiCfoViewReducer';
-export { getAiCfoView, getSuggestedQuestionsForPageContext, getSkills, getSkillDetail, getSkillMutation, getSkillVersionBody, getSkillVersions, getSkillsEnabled, } from './view/aiCfoView/aiCfoViewSelector';
+export { acceptMasterTOS, applyAiCfoSidePanelHostPageTransition, clearAiCfoSidePanelHostPageContext, clearCurrentSessionId, clearDeleteChatSessionStatus, clearLastContextMessage, clearSkillDetail, clearSkillMutation, closeRoutineRuns, closeRoutinesBrowser, closeSkillsBrowser, createSession, createSessionAndSubmit, deleteChatSession, deleteRoutine, deleteSkill, fetchChatHistory, fetchChatSessionsForUser, fetchRoutineRuns, fetchRoutines, fetchSkillDetail, fetchSkills, fetchSkillsFailure, fetchSkillsSuccess, fetchSkillVersionBody, fetchSkillVersions, fetchSuggestedQuestions, fetchSuggestedQuestionsFailure, fetchSuggestedQuestionsSuccess, openRoutinesBrowser, openSkillsBrowser, runRoutine, saveRoutine, saveSkill, setRoutineEnabled, setSession, setSkillVisibility, stopSubmit, stopSubmitQuestion, submitFeedback, submitQuestion, updateAiCfoViewScrollPosition, updateCotCollapsedState, updateCurrentInput, updateResponseState, } from './view/aiCfoView/aiCfoViewReducer';
+export { canCreateRoutine, getAiCfoView, getRoutineMutation, getRoutineRuns, getRoutines, getRoutinesEnabled, getSkillDetail, getSkillMutation, getSkills, getSkillsEnabled, getSkillVersionBody, getSkillVersions, getSuggestedQuestionsForPageContext, } from './view/aiCfoView/aiCfoViewSelector';
 export { setNewSession, setSessions, updateAiCfoAnswerCardPolicyWizardPlan, upsertAnswerPayload, upsertOrAddQuestionAnswerPayload, addQuestionPayload, clearSession, toAiCfoExports, toAiCfoVisualization, appendSyntheticAiCfoAnswer, updateSyntheticAiCfoAnswer, removeSyntheticAiCfoAnswer, } from './entity/aiCfo/aiCfoReducer';
 export { getAllQuestionAnswersForChatSession, getQuestionAnswerByIdForChatSession, getAllQuestionsForChatSession, getAiCfoSelectorView, getSyntheticAiCfoAnswersForChatSession, getSyntheticAiCfoAnswerByQuestionAnswerId, } from './entity/aiCfo/aiCfoSelector';
 export { ALL_AI_CFO_CHARTS_TYPES, ALL_AI_CFO_VISUALIZATION_TYPES, ALL_AI_CFO_ANSWER_STATE_TYPES, ALL_AI_CFO_ANSWER_RESPONSE_TYPES, ALL_INTERACTIVE_FORM_TYPES, toAiCfoVisualizationType, toAiCfoVisualizationTypeStrict, toAiCfoChartType, toAiCfoChartTypeStrict, toAiCfoAnswerStateType, toAiCfoAnswerStateTypeStrict, toAiCfoAnswerResponseType, toAiCfoAnswerResponseTypeStrict, toInteractiveFormType, toInteractiveFormTypeStrict, ALL_SYNTHETIC_AI_CFO_ANSWER_KINDS, toMessageSender, toMessageType, } from './entity/aiCfo/aiCfoState';