@zeniai/client-epic-state 5.2.32 → 5.2.34-beta0ND

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/notificationRegistry/notificationRegistryReducer.d.ts

@@ -1,9 +1,10 @@
 import { NotificationRegistryPayload } from './notificationRegistryPayload';
-import { NotificationRegistryState } from './notificationRegistryState';
+import { NotificationDomain, NotificationRegistryState } from './notificationRegistryState';
 export declare const initialState: NotificationRegistryState;
 export interface UpdateNotificationRegistryPayload {
     registry: NotificationRegistryPayload | undefined;
     registryEpochAtDispatch: number;
+    registriesByDomain?: Partial<Record<NotificationDomain, NotificationRegistryPayload | undefined>>;
 }
 export declare const updateNotificationRegistry: import("@reduxjs/toolkit").ActionCreatorWithPayload<UpdateNotificationRegistryPayload, "notificationRegistry/updateNotificationRegistry">;
 declare const _default: import("redux").Reducer<NotificationRegistryState>;

package/lib/entity/notificationRegistry/notificationRegistryReducer.js

@@ -4,6 +4,7 @@ exports.updateNotificationRegistry = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const rootActions_1 = require("../../rootActions");
 const notificationRegistryPayload_1 = require("./notificationRegistryPayload");
+const notificationRegistryState_1 = require("./notificationRegistryState");
 exports.initialState = { registryEpoch: 0 };
 const notificationRegistry = (0, toolkit_1.createSlice)({
     name: 'notificationRegistry',
@@ -22,16 +23,24 @@ const notificationRegistry = (0, toolkit_1.createSlice)({
             // `task_checklist_registry` CLEARS so tenant B doesn't inherit A's
             // Task Checklist section. Guarded by the epoch check above so a stale
             // absent-response can't wipe a fresh registry.
-            if (action.payload.registry == null) {
-                draft.registry = undefined;
-                return;
+            const { registriesByDomain } = action.payload;
+            // Absent `registriesByDomain` means a pre-domain caller: treat `registry`
+            // as the task_checklist snapshot so their behaviour is unchanged.
+            const snapshots = registriesByDomain ?? { task_checklist: action.payload.registry };
+            draft.registryByDomain = {};
+            for (const domain of notificationRegistryState_1.NOTIFICATION_DOMAINS) {
+                const payload = snapshots[domain];
+                // Full-replace per domain, and an absent snapshot CLEARS that domain so
+                // tenant B never inherits A's section. The gates are independent
+                // server-side, so one domain clearing must not touch the other.
+                if (payload != null) {
+                    draft.registryByDomain[domain] =
+                        (0, notificationRegistryPayload_1.mapNotificationRegistryPayloadToRegistry)(payload);
+                }
             }
-            // Full-replace contract: the registry payload is atomic — every fetch
-            // returns the complete group/event tree. If the backend ever ships a
-            // partial registry response, this write MUST switch to a merge (mirror
-            // the preferences slice's `mergePreferences`). Do not assume the
-            // current payload is partial without also updating this reducer.
-            draft.registry = (0, notificationRegistryPayload_1.mapNotificationRegistryPayloadToRegistry)(action.payload.registry);
+            // Mirrored for consumers that predate the domain-keyed map.
+            draft.registry = draft.registryByDomain.task_checklist;
+            return;
         },
     },
     extraReducers: (builder) => {
@@ -44,6 +53,8 @@ const notificationRegistry = (0, toolkit_1.createSlice)({
             // — Cursor Bugbot 67d6918e. Returning `initialState` verbatim would
             // rewind the counter and let a stale in-flight GET restore A's
             // registry over B's.
+            // Drops `registry` and `registryByDomain` together: a tenant switch must
+            // not leave one domain's section behind.
             return { registryEpoch: draft.registryEpoch + 1 };
         });
     },

package/lib/entity/notificationRegistry/notificationRegistrySelector.d.ts

@@ -1,2 +1,3 @@
-import { NotificationRegistry, NotificationRegistryState } from './notificationRegistryState';
+import { NotificationDomain, NotificationRegistry, NotificationRegistryState } from './notificationRegistryState';
 export declare const getNotificationRegistry: (slice: NotificationRegistryState) => NotificationRegistry | undefined;
+export declare const getNotificationRegistryForDomain: (slice: NotificationRegistryState, domain: NotificationDomain) => NotificationRegistry | undefined;

package/lib/entity/notificationRegistry/notificationRegistrySelector.js

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.getNotificationRegistry = void 0;
+exports.getNotificationRegistryForDomain = exports.getNotificationRegistry = void 0;
 // Current behavior: a null / undefined registry means the whole notification
 // section is hidden by consumers. This conflates two distinct states —
 // "user has no saved preferences yet" vs "the Task Checklist feature gate is
@@ -8,3 +8,9 @@ exports.getNotificationRegistry = void 0;
 // them (e.g. an explicit `gate_off` signal from the server) is a follow-up.
 const getNotificationRegistry = (slice) => slice.registry;
 exports.getNotificationRegistry = getNotificationRegistry;
+// `undefined` conflates gate-off with no-preferences-yet; consumers hide the
+// section either way. Falls back to `registry` for task_checklist so state built
+// in the pre-domain shape (consumer mocks, older callers) still resolves.
+const getNotificationRegistryForDomain = (slice, domain) => slice.registryByDomain?.[domain] ??
+    (domain === 'task_checklist' ? slice.registry : undefined);
+exports.getNotificationRegistryForDomain = getNotificationRegistryForDomain;

package/lib/entity/notificationRegistry/notificationRegistryState.d.ts

@@ -1,3 +1,7 @@
+export declare const NOTIFICATION_DOMAINS: readonly ["task_checklist", "commenting"];
+export type NotificationDomain = (typeof NOTIFICATION_DOMAINS)[number];
+export declare const DEFAULT_NOTIFICATION_DOMAIN: NotificationDomain;
+export declare const toNotificationDomain: (raw: string) => NotificationDomain;
 export declare const NOTIFICATION_CHANNELS: readonly ["email", "slack", "in_app"];
 export type NotificationChannel = (typeof NOTIFICATION_CHANNELS)[number];
 export declare const toNotificationChannel: (raw: string) => NotificationChannel;
@@ -30,4 +34,5 @@ export interface NotificationRegistry {
 export interface NotificationRegistryState {
     registryEpoch: number;
     registry?: NotificationRegistry;
+    registryByDomain?: Partial<Record<NotificationDomain, NotificationRegistry>>;
 }

package/lib/entity/notificationRegistry/notificationRegistryState.js

@@ -1,7 +1,13 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.toNotificationFrequency = exports.NOTIFICATION_FREQUENCIES = exports.toNotificationChannel = exports.NOTIFICATION_CHANNELS = void 0;
+exports.toNotificationFrequency = exports.NOTIFICATION_FREQUENCIES = exports.toNotificationChannel = exports.NOTIFICATION_CHANNELS = exports.toNotificationDomain = exports.DEFAULT_NOTIFICATION_DOMAIN = exports.NOTIFICATION_DOMAINS = void 0;
 const stringToUnion_1 = require("../../commonStateTypes/stringToUnion");
+// Wire vocabulary owned by the notifications service, not by this slice.
+exports.NOTIFICATION_DOMAINS = ['task_checklist', 'commenting'];
+// Callers that predate the domain split mean Task Checklist.
+exports.DEFAULT_NOTIFICATION_DOMAIN = 'task_checklist';
+const toNotificationDomain = (raw) => (0, stringToUnion_1.stringToUnion)(raw, exports.NOTIFICATION_DOMAINS);
+exports.toNotificationDomain = toNotificationDomain;
 exports.NOTIFICATION_CHANNELS = ['email', 'slack', 'in_app'];
 const toNotificationChannel = (raw) => (0, stringToUnion_1.stringToUnion)(raw, exports.NOTIFICATION_CHANNELS);
 exports.toNotificationChannel = toNotificationChannel;

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 +34,13 @@ 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

@@ -53,15 +53,21 @@ const acceptMasterTOSEpic_1 = require("./view/aiCfoView/epics/acceptMasterTOSEpi
 const createSessionAndSubmitEpic_1 = require("./view/aiCfoView/epics/createSessionAndSubmitEpic");
 const createSessionEpic_1 = require("./view/aiCfoView/epics/createSessionEpic");
 const deleteChatSessionEpic_1 = require("./view/aiCfoView/epics/deleteChatSessionEpic");
+const deleteRoutineEpic_1 = require("./view/aiCfoView/epics/deleteRoutineEpic");
 const deleteSkillEpic_1 = require("./view/aiCfoView/epics/deleteSkillEpic");
 const fetchChatHistoryEpic_1 = require("./view/aiCfoView/epics/fetchChatHistoryEpic");
 const fetchChatSessionsForUserEpic_1 = require("./view/aiCfoView/epics/fetchChatSessionsForUserEpic");
+const fetchRoutineRunsEpic_1 = require("./view/aiCfoView/epics/fetchRoutineRunsEpic");
+const fetchRoutinesEpic_1 = require("./view/aiCfoView/epics/fetchRoutinesEpic");
 const fetchSkillDetailEpic_1 = require("./view/aiCfoView/epics/fetchSkillDetailEpic");
 const fetchSkillVersionBodyEpic_1 = require("./view/aiCfoView/epics/fetchSkillVersionBodyEpic");
 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 runRoutineEpic_1 = require("./view/aiCfoView/epics/runRoutineEpic");
+const saveRoutineEpic_1 = require("./view/aiCfoView/epics/saveRoutineEpic");
 const saveSkillEpic_1 = require("./view/aiCfoView/epics/saveSkillEpic");
+const setRoutineEnabledEpic_1 = require("./view/aiCfoView/epics/setRoutineEnabledEpic");
 const setSkillVisibilityEpic_1 = require("./view/aiCfoView/epics/setSkillVisibilityEpic");
 const stopSubmitEpic_1 = require("./view/aiCfoView/epics/stopSubmitEpic");
 const stopSubmitQuestionEpic_1 = require("./view/aiCfoView/epics/stopSubmitQuestionEpic");
@@ -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/notificationRegistry/notificationRegistryReducer.js

@@ -1,6 +1,7 @@
 import { createSlice } from '@reduxjs/toolkit';
 import { clearAll } from '../../rootActions';
 import { mapNotificationRegistryPayloadToRegistry, } from './notificationRegistryPayload';
+import { NOTIFICATION_DOMAINS, } from './notificationRegistryState';
 export const initialState = { registryEpoch: 0 };
 const notificationRegistry = createSlice({
     name: 'notificationRegistry',
@@ -19,16 +20,24 @@ const notificationRegistry = createSlice({
             // `task_checklist_registry` CLEARS so tenant B doesn't inherit A's
             // Task Checklist section. Guarded by the epoch check above so a stale
             // absent-response can't wipe a fresh registry.
-            if (action.payload.registry == null) {
-                draft.registry = undefined;
-                return;
+            const { registriesByDomain } = action.payload;
+            // Absent `registriesByDomain` means a pre-domain caller: treat `registry`
+            // as the task_checklist snapshot so their behaviour is unchanged.
+            const snapshots = registriesByDomain ?? { task_checklist: action.payload.registry };
+            draft.registryByDomain = {};
+            for (const domain of NOTIFICATION_DOMAINS) {
+                const payload = snapshots[domain];
+                // Full-replace per domain, and an absent snapshot CLEARS that domain so
+                // tenant B never inherits A's section. The gates are independent
+                // server-side, so one domain clearing must not touch the other.
+                if (payload != null) {
+                    draft.registryByDomain[domain] =
+                        mapNotificationRegistryPayloadToRegistry(payload);
+                }
             }
-            // Full-replace contract: the registry payload is atomic — every fetch
-            // returns the complete group/event tree. If the backend ever ships a
-            // partial registry response, this write MUST switch to a merge (mirror
-            // the preferences slice's `mergePreferences`). Do not assume the
-            // current payload is partial without also updating this reducer.
-            draft.registry = mapNotificationRegistryPayloadToRegistry(action.payload.registry);
+            // Mirrored for consumers that predate the domain-keyed map.
+            draft.registry = draft.registryByDomain.task_checklist;
+            return;
         },
     },
     extraReducers: (builder) => {
@@ -41,6 +50,8 @@ const notificationRegistry = createSlice({
             // — Cursor Bugbot 67d6918e. Returning `initialState` verbatim would
             // rewind the counter and let a stale in-flight GET restore A's
             // registry over B's.
+            // Drops `registry` and `registryByDomain` together: a tenant switch must
+            // not leave one domain's section behind.
             return { registryEpoch: draft.registryEpoch + 1 };
         });
     },

package/lib/esm/entity/notificationRegistry/notificationRegistrySelector.js

@@ -4,3 +4,8 @@
 // off for this tenant". Both currently surface as `undefined`. Distinguishing
 // them (e.g. an explicit `gate_off` signal from the server) is a follow-up.
 export const getNotificationRegistry = (slice) => slice.registry;
+// `undefined` conflates gate-off with no-preferences-yet; consumers hide the
+// section either way. Falls back to `registry` for task_checklist so state built
+// in the pre-domain shape (consumer mocks, older callers) still resolves.
+export const getNotificationRegistryForDomain = (slice, domain) => slice.registryByDomain?.[domain] ??
+    (domain === 'task_checklist' ? slice.registry : undefined);

package/lib/esm/entity/notificationRegistry/notificationRegistryState.js

@@ -1,4 +1,9 @@
 import { stringToUnion } from '../../commonStateTypes/stringToUnion';
+// Wire vocabulary owned by the notifications service, not by this slice.
+export const NOTIFICATION_DOMAINS = ['task_checklist', 'commenting'];
+// Callers that predate the domain split mean Task Checklist.
+export const DEFAULT_NOTIFICATION_DOMAIN = 'task_checklist';
+export const toNotificationDomain = (raw) => stringToUnion(raw, NOTIFICATION_DOMAINS);
 export const NOTIFICATION_CHANNELS = ['email', 'slack', 'in_app'];
 export const toNotificationChannel = (raw) => stringToUnion(raw, NOTIFICATION_CHANNELS);
 export const NOTIFICATION_FREQUENCIES = ['instant', 'daily'];

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 +31,13 @@ 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

@@ -50,15 +50,21 @@ import { acceptMasterTOSEpic, } from './view/aiCfoView/epics/acceptMasterTOSEpic
 import { createSessionAndSubmitEpic, } from './view/aiCfoView/epics/createSessionAndSubmitEpic';
 import { createSessionEpic, } from './view/aiCfoView/epics/createSessionEpic';
 import { deleteChatSessionEpic, } from './view/aiCfoView/epics/deleteChatSessionEpic';
+import { deleteRoutineEpic } from './view/aiCfoView/epics/deleteRoutineEpic';
 import { deleteSkillEpic } from './view/aiCfoView/epics/deleteSkillEpic';
 import { fetchChatHistoryEpic, } from './view/aiCfoView/epics/fetchChatHistoryEpic';
 import { fetchChatSessionsForUserEpic, } from './view/aiCfoView/epics/fetchChatSessionsForUserEpic';
+import { fetchRoutineRunsEpic } from './view/aiCfoView/epics/fetchRoutineRunsEpic';
+import { fetchRoutinesEpic } from './view/aiCfoView/epics/fetchRoutinesEpic';
 import { fetchSkillDetailEpic } from './view/aiCfoView/epics/fetchSkillDetailEpic';
 import { fetchSkillVersionBodyEpic } from './view/aiCfoView/epics/fetchSkillVersionBodyEpic';
 import { fetchSkillVersionsEpic } from './view/aiCfoView/epics/fetchSkillVersionsEpic';
 import { fetchSkillsEpic, } from './view/aiCfoView/epics/fetchSkillsEpic';
 import { fetchSuggestedQuestionsEpic, } from './view/aiCfoView/epics/fetchSuggestedQuestionsEpic';
+import { runRoutineEpic } from './view/aiCfoView/epics/runRoutineEpic';
+import { saveRoutineEpic } from './view/aiCfoView/epics/saveRoutineEpic';
 import { saveSkillEpic } from './view/aiCfoView/epics/saveSkillEpic';
+import { setRoutineEnabledEpic } from './view/aiCfoView/epics/setRoutineEnabledEpic';
 import { setSkillVisibilityEpic } from './view/aiCfoView/epics/setSkillVisibilityEpic';
 import { stopSubmitEpic, } from './view/aiCfoView/epics/stopSubmitEpic';
 import { stopSubmitQuestionEpic, } from './view/aiCfoView/epics/stopSubmitQuestionEpic';
@@ -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,