What it does

In your Practice → Clients roster, every active client row has a checkbox. Selecting one or more brings up the bulk-action toolbar at the top of the list. Three actions today:

• Run observations sweep — recompute Frank's proactive observations for each selected client. Useful before a planning meeting.
• Send EOFY check-in — broadcast a templated EOFY message ("Worth a quick check-in to confirm super contributions are tracking, deductible expenses are captured, capital gains/losses are sitting where you'd like them") to each selected client.
• Generate accountant packs (via the bulk-action endpoint) — produces the full per-client accountant pack (gross income, withholdings, super, dividends, disposals with parcel-level cost base, transactions, invoices) for each selected client.

Per-client breakdown

The result banner shows succeeded vs failed counts (8 succeeded, 2 failed if any clients raise an error). The detailed per-client outcome is returned from the API for downstream tooling — useful when you're building your own internal dashboards on top of the practice tier.

Authorisation

All bulk actions are gated on:

• The caller being a member of the practice (owner or staff)
• Each target being an active client (pending invitations are skipped)
• Standard RLS — your practice can't accidentally hit a client of another practice

The accountant-pack action specifically uses a context-managed override so the per-client reads use service-role credentials filtered by the client's user_id — no risk of cross-client data bleed.