@zeniai/client-epic-state 5.1.14 → 5.1.15

package/lib/esm/entity/jeSchedules/jeSchedulesPayload.js

@@ -145,42 +145,61 @@ function toJEScheduleAISummaries(payload) {
         result.debitAccount = {
             confidence: payload.debit_account.confidence,
             reasoning: payload.debit_account.reasoning,
+            cot: Array.isArray(payload.debit_account.cot)
+                ? payload.debit_account.cot
+                : undefined,
         };
     }
     if (payload.credit_account != null) {
         result.creditAccount = {
             confidence: payload.credit_account.confidence,
             reasoning: payload.credit_account.reasoning,
+            cot: Array.isArray(payload.credit_account.cot)
+                ? payload.credit_account.cot
+                : undefined,
         };
     }
     if (payload.debit_accounting_class != null) {
         result.debitClass = {
             confidence: payload.debit_accounting_class.confidence,
             reasoning: payload.debit_accounting_class.reasoning,
+            cot: Array.isArray(payload.debit_accounting_class.cot)
+                ? payload.debit_accounting_class.cot
+                : undefined,
         };
     }
     if (payload.credit_accounting_class != null) {
         result.creditClass = {
             confidence: payload.credit_accounting_class.confidence,
             reasoning: payload.credit_accounting_class.reasoning,
+            cot: Array.isArray(payload.credit_accounting_class.cot)
+                ? payload.credit_accounting_class.cot
+                : undefined,
         };
     }
     if (payload.period != null) {
         result.period = {
             confidence: payload.period.confidence,
             reasoning: payload.period.reasoning,
+            cot: Array.isArray(payload.period.cot) ? payload.period.cot : undefined,
         };
     }
     if (payload.posting_date != null) {
         result.postingDate = {
             confidence: payload.posting_date.confidence,
             reasoning: payload.posting_date.reasoning,
+            cot: Array.isArray(payload.posting_date.cot)
+                ? payload.posting_date.cot
+                : undefined,
         };
     }
     if (payload.schedule_type != null) {
         result.scheduleType = {
             confidence: payload.schedule_type.confidence,
             reasoning: payload.schedule_type.reasoning,
+            cot: Array.isArray(payload.schedule_type.cot)
+                ? payload.schedule_type.cot
+                : undefined,
         };
     }
     return Object.keys(result).length > 0 ? result : undefined;

package/lib/esm/entity/paymentAccount/paymentAccountSelector.js

@@ -19,3 +19,11 @@ export function getPaymentAccountsByBankAccountIds(paymentAccountState, bankAcco
         .filter((value) => value != null);
     return paymentAccounts;
 }
+export function getPlaidPaymentAccounts(paymentAccountState) {
+    if (paymentAccountState?.paymentAccountByID == null) {
+        return [];
+    }
+    return values(paymentAccountState.paymentAccountByID)
+        .filter((account) => account != null)
+        .filter((account) => account.provider === 'plaid');
+}

package/lib/esm/entity/snackbar/snackbarTypes.js

@@ -32,6 +32,7 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'reimbursement_approval_update',
     'reimbursement_duplicate_approval_update',
     'reimbursement_approval_delete',
+    'reimbursement_approval_reorder',
     'reimbursement_create_mileage',
     'reimbursement_update_mileage',
     'reimbursement_accept_term',
@@ -45,6 +46,7 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'bill_pay_approval_update',
     'bill_pay_duplicate_approval_update',
     'bill_pay_approval_delete',
+    'bill_pay_approval_reorder',
     'bill_pay_updated',
     'bill_pay_deleted',
     'bill_pay_cancelled_deleted',
@@ -95,6 +97,9 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'charge_card_receipt_upload',
     'charge_card_resend_invite',
     'charge_card_revoke_invite',
+    'card_policy_created',
+    'card_policy_updated',
+    'card_policy_deleted',
     'charge_card_update_limit',
     'charge_cards_update_limit',
     'close_charge_card',

package/lib/esm/entity/task/taskPayload.js

@@ -41,6 +41,8 @@ export const mapTaskPayloadToTask = (payload) => ({
     dueDate: payload.due_date != null ? date(payload.due_date) : undefined,
     updateTime: payload.update_time != null ? date(payload.update_time) : undefined,
     companyId: payload.company_id,
+    companyName: payload.company_name,
+    parentTaskId: payload.parent_task_id ?? undefined,
     recurringSourceTaskId: payload.recurring_source_task_id != null
         ? payload.recurring_source_task_id
         : undefined,

package/lib/esm/entity/tenant/clearAllEpic.js

@@ -97,6 +97,11 @@ import { clearInternationalWire } from '../../view/spendManagement/billPay/inter
 import { clearInternationalVerificationView } from '../../view/spendManagement/billPay/internationalWireVerification/internationalWireVerificationReducer';
 import { clearPreviousBills } from '../../view/spendManagement/billPay/previousBills/previousBillsReducer';
 import { clearWiseRedirectStatus } from '../../view/spendManagement/billPay/wiseRedirectView/wiseRedirectReducer';
+import { clearAutoSweepFlow } from '../../view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer';
+import { clearCashManagementOverview } from '../../view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer';
+import { clearCardPolicyDetail } from '../../view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer';
+import { clearCardPolicyList } from '../../view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer';
+import { clearCreateCardPolicy } from '../../view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer';
 import { clearCardUserOnboarding } from '../../view/spendManagement/chargeCards/cardUserOnboarding/cardUserOnboardingReducer';
 import { clearCashbackDetail } from '../../view/spendManagement/chargeCards/cashbackDetail/cashbackDetailReducer';
 import { clearChargeCardConfig } from '../../view/spendManagement/chargeCards/chargeCardConfig/chargeCardConfigReducer';
@@ -168,6 +173,7 @@ import { clearAllBillTransactions } from '../billPay/billTransaction/billTransac
 import { clearContacts } from '../billPay/contact/contactReducer';
 import { clearAllRecurringBills } from '../billPay/recurringBills/recurringBillsReducer';
 import { clearAllCardPayments } from '../cardPayment/cardPaymentReducer';
+import { clearCardPolicy } from '../cardPolicy/cardPolicyReducer';
 import { clearAllChargeCards } from '../chargeCard/chargeCardReducer';
 import { clearAllChargeCardRepayments } from '../chargeCardRepayment/chargeCardRepaymentReducer';
 import { clearAllChargeCardTransactions } from '../chargeCardTransaction/chargeCardTransactionReducer';
@@ -231,6 +237,7 @@ export const clearAllEpic = (actions$) => actions$.pipe(filter(clearAll.match),
         clearArAging(),
         clearArAgingDetail(),
         clearAuthenticationView(),
+        clearAutoSweepFlow(),
         clearAutoTransferRules(),
         clearBalanceSheet(),
         clearBankAccountView(),
@@ -244,11 +251,14 @@ export const clearAllEpic = (actions$) => actions$.pipe(filter(clearAll.match),
         clearBillPaySetupView(),
         clearCardBalance(),
         clearCardPaymentView(),
+        clearCardPolicyDetail(),
+        clearCardPolicyList(),
         clearCardUserOnboarding(),
         clearCashbackDetail(),
         clearCashBalance(),
         clearCashFlow(),
         clearCashInCashOut(),
+        clearCashManagementOverview(),
         clearCashPosition(),
         clearChargeCardConfig(),
         clearChargeCardDetail(),
@@ -263,6 +273,7 @@ export const clearAllEpic = (actions$) => actions$.pipe(filter(clearAll.match),
         clearCompanyMonthEndReportView(),
         clearCompanyTaskManagerView(),
         clearCompanyView(),
+        clearCreateCardPolicy(),
         clearCreateTransferEntry(),
         clearAllCreditAgent(),
         clearCreditAgentView(),
@@ -424,6 +435,7 @@ export const clearAllEpic = (actions$) => actions$.pipe(filter(clearAll.match),
         clearAllVendorExpenseTrends(),
         clearAllVendors(),
         clearCannedResponses(),
+        clearCardPolicy(),
         clearClassList(),
         clearContacts(),
         clearCountryList(),

package/lib/esm/entity/tenant/epic/initEmailConnectOAuthEpic.js

@@ -0,0 +1,55 @@
+import { from } from 'rxjs';
+import { catchError, filter, groupBy, mergeMap, switchMap } from 'rxjs/operators';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../responsePayload';
+import { initEmailConnectOAuth, initEmailConnectOAuthFailure, initEmailConnectOAuthSuccess, } from '../tenantReducer';
+const defaultNavigate = (url) => {
+    // Production path: full-page redirect. The user's session continues on the
+    // provider's consent screen and lands back on this app via auth's HTML
+    // callback page (which itself redirects to redirect_after_url with the
+    // result encoded as a query param).
+    if (typeof window !== 'undefined') {
+        window.location.href = url;
+    }
+};
+// Backs the new POST /1.0/connectors/email/<provider>/init endpoint on the
+// auth service. The endpoint creates a CSRF state token in the auth NDB
+// store and returns the provider's authorization_url; this epic then drives
+// a full-page redirect so the user lands on Google's / Microsoft's consent
+// screen. After consent the user lands on auth's callback, which writes the
+// resulting tokens through to tenant and redirects the browser back to
+// ``redirectAfterUrl`` with ``?email_connect_result=<json>`` for the
+// integrations page to consume on mount.
+export const initEmailConnectOAuthEpic = (actions$, _state$, zeniAPI, 
+// Test seam: callers can override to assert intended URL without actually
+// navigating. Default is full-page redirect via window.location.
+navigate = defaultNavigate) => actions$.pipe(filter(initEmailConnectOAuth.match), 
+// Per-provider cancellation scope — switchMap at the outer level would
+// cancel an in-flight gmail init when an outlook init fires, stranding
+// the gmail provider's `saveConnectorCredentialsStateBySlug` in
+// `In-Progress` forever. groupBy gives each provider its own stream.
+groupBy((action) => action.payload.provider), mergeMap((perProvider$) => perProvider$.pipe(switchMap((action) => zeniAPI
+    .postAndGetJSON(`${zeniAPI.apiEndPoints.authMicroServiceBaseUrl}/1.0/connectors/email/${action.payload.provider}/init`, { redirect_after_url: action.payload.redirectAfterUrl }, { 'zeni-tenant-id': action.payload.tenantId })
+    .pipe(mergeMap((response) => {
+    if (isSuccessResponse(response) && response.data != null) {
+        // Fire-and-forget side effect — once the browser navigates,
+        // any further state we'd dispatch here is irrelevant. We still
+        // emit the success action so subscribers (tests, analytics)
+        // can observe the URL the epic decided to navigate to.
+        navigate(response.data.authorization_url);
+        return from([
+            initEmailConnectOAuthSuccess(action.payload.tenantId, action.payload.provider, response.data.authorization_url),
+        ]);
+    }
+    const status = response.status ??
+        createZeniAPIStatus(`Failed to start ${action.payload.provider} connection. Please try again.`);
+    return from([
+        initEmailConnectOAuthFailure(action.payload.tenantId, action.payload.provider, status),
+    ]);
+}), catchError((error) => {
+    const message = error instanceof Error
+        ? error.message
+        : `Unexpected error starting ${action.payload.provider} connection.`;
+    return from([
+        initEmailConnectOAuthFailure(action.payload.tenantId, action.payload.provider, createZeniAPIStatus(message)),
+    ]);
+}))))));

package/lib/esm/entity/tenant/tenantReducer.js

@@ -9,7 +9,7 @@ import { toNumberOfMonthForAverage, toTimeSpanIdForAverage, } from '../../view/n
 import { date, dateNow } from '../../zeniDayJS';
 import { toSubscriptionSummary } from '../subscription/subscriptionSummary/subscriptionSummaryReducer';
 import { getInvitationStatus, getUserRoles, toMasterTOSInfo, toUserReimbursementInfo, } from '../userRole/userRolePayload';
-const EXTERNAL_INTEGRATION_TYPES = ['revenue', 'payments'];
+const EXTERNAL_INTEGRATION_TYPES = ['revenue', 'payments', 'email'];
 export const toExternalIntegrationType = (v) => stringToUnion(v, EXTERNAL_INTEGRATION_TYPES);
 const EXTERNAL_SUPPORTED_TOOLS = [
     'chargebee',
@@ -17,6 +17,8 @@ const EXTERNAL_SUPPORTED_TOOLS = [
     'stripe',
     'mercury',
     'paypal',
+    'gmail',
+    'outlook',
 ];
 export const toExternalSupportedTool = (v) => stringToUnion(v, EXTERNAL_SUPPORTED_TOOLS);
 export const initialState = {
@@ -188,18 +190,18 @@ const tenant = createSlice({
                         currentOverrides[accountId] = threshold;
                     }
                     draft.tenantsById[tenantId].capitalizableAccountOverrides =
-                        Object.keys(currentOverrides).length > 0
-                            ? currentOverrides
-                            : null;
+                        Object.keys(currentOverrides).length > 0 ? currentOverrides : null;
                 }
             }
         },
         updateTenantCapitalizationOnboardingDismissed(draft, action) {
             const { tenantId, accountId } = action.payload;
             if (draft.tenantsById[tenantId] != null) {
-                const existing = draft.tenantsById[tenantId].capitalizationOnboardingDismissedAccounts ?? {};
+                const existing = draft.tenantsById[tenantId]
+                    .capitalizationOnboardingDismissedAccounts ?? {};
                 existing[accountId] = true;
-                draft.tenantsById[tenantId].capitalizationOnboardingDismissedAccounts = existing;
+                draft.tenantsById[tenantId].capitalizationOnboardingDismissedAccounts =
+                    existing;
             }
         },
         updateTenantMasterTOSInfo(draft, action) {
@@ -402,6 +404,7 @@ const tenant = createSlice({
                 draft.externalConnectionsByTenant[action.payload.tenantId] = {
                     fetchState: 'In-Progress',
                     accounting: [],
+                    email: [],
                     payments: [],
                     revenue: [],
                     saveConnectionState: 'Not-Started',
@@ -419,10 +422,11 @@ const tenant = createSlice({
                 return { payload: { tenantId, externalConnections } };
             },
             reducer(draft, action) {
-                const { accounting, payments, revenue } = mapConnectionsPayloadToState(action.payload.externalConnections);
+                const { accounting, email, payments, revenue } = mapConnectionsPayloadToState(action.payload.externalConnections);
                 draft.externalConnectionsByTenant[action.payload.tenantId] = {
                     fetchState: 'Completed',
                     accounting,
+                    email,
                     payments,
                     revenue,
                     saveConnectionState: 'Completed',
@@ -444,6 +448,7 @@ const tenant = createSlice({
                 draft.externalConnectionsByTenant[tenantId] = {
                     fetchState: 'Error',
                     accounting: [],
+                    email: [],
                     payments: [],
                     revenue: [],
                     saveConnectionState: 'Error',
@@ -657,6 +662,56 @@ const tenant = createSlice({
                 }
             },
         },
+        // Email-connect (Gmail / Outlook) OAuth init. Distinct from the other
+        // connector saves because the FE never sees the access_token — the
+        // user-facing redirect lands on the auth service's callback, auth
+        // exchanges code → tokens and posts them to tenant, then redirects the
+        // browser back to ``redirectAfterUrl`` with ``?email_connect_result=...``.
+        // The success action carries the provider's authorization_url so the
+        // epic can drive a full-page redirect, mirroring the legacy HubSpot
+        // flow in zeni-web-app-ui/IntegrationsScreen.
+        initEmailConnectOAuth: {
+            prepare(tenantId, provider, redirectAfterUrl) {
+                return { payload: { tenantId, provider, redirectAfterUrl } };
+            },
+            reducer(draft, action) {
+                const existing = draft.externalConnectionsByTenant[action.payload.tenantId];
+                if (existing != null) {
+                    // Reuse the per-slug saveConnectorCredentialsStateBySlug bucket so
+                    // the IntegrationsSettingsPage shows the same loading affordance
+                    // it already uses for Stripe/Mercury/PayPal connect flows.
+                    existing.saveConnectorCredentialsStateBySlug[action.payload.provider] = 'In-Progress';
+                    delete existing.saveConnectorCredentialsErrorBySlug[action.payload.provider];
+                }
+            },
+        },
+        initEmailConnectOAuthSuccess: {
+            prepare(tenantId, provider, authorizationUrl) {
+                return { payload: { tenantId, provider, authorizationUrl } };
+            },
+            reducer(draft, action) {
+                // Intentionally leave state as 'In-Progress' — the epic is about to
+                // do a full-page redirect, so any UI state we set here would be
+                // overwritten by the navigation anyway. Setting Completed would
+                // briefly flash a success state before the redirect, which reads
+                // wrong because the connection isn't actually saved yet at this
+                // point (it lands after the OAuth round-trip).
+                void draft;
+                void action;
+            },
+        },
+        initEmailConnectOAuthFailure: {
+            prepare(tenantId, provider, status) {
+                return { payload: { tenantId, provider, status } };
+            },
+            reducer(draft, action) {
+                const existing = draft.externalConnectionsByTenant[action.payload.tenantId];
+                if (existing != null) {
+                    existing.saveConnectorCredentialsStateBySlug[action.payload.provider] = 'Error';
+                    existing.saveConnectorCredentialsErrorBySlug[action.payload.provider] = action.payload.status;
+                }
+            },
+        },
         deleteConnection: {
             prepare(tenantId, connectionId, connectionType) {
                 return { payload: { tenantId, connectionId, connectionType } };
@@ -856,7 +911,7 @@ const tenant = createSlice({
         },
     },
 });
-export const { updateTenants, fetchAllTenants, updateTenantsSuccess, updateTenantsFailure, fetchActiveTenant, updateTenantSuccess, updateTenantFailure, updateCurrentTenant, fetchExcludedResources, updateExcludedResourcesSuccess, updateExcludedResourcesFailure, doSignIn, doMagicLinkSignIn, magicLinkSignInSuccess, magicLinkSignInFailure, sendEmailMagicLinkToUser, sendEmailMagicLinkToUserSuccess, sendEmailMagicLinkToUserFailure, updateSignInState, doSignOut, signOutSuccess, sendSessionHeartbeat, sessionHeartbeatSuccess, sessionHeartbeatFailure, updateLoggedInUser, fetchExternalConnections, saveExternalConnection, saveExternalConnectionSuccess, saveExternalConnectionFailure, fetchExternalConnectionsFailure, fetchExternalConnectionsSuccess, saveAPIKeyConnection, saveAPIKeyConnectionSuccess, saveAPIKeyConnectionFailure, saveOAuthConnection, saveOAuthConnectionSuccess, saveOAuthConnectionFailure, saveConnectorCredentials, saveConnectorCredentialsSuccess, saveConnectorCredentialsFailure, deleteConnection, deleteConnectionSuccess, deleteConnectionFailure, clearAll, fetchSubscriptionSummaryForTenant, updateSubscriptionSummaryForTenantSuccess, updateSubscriptionSummaryForTenantFailure, updateOnboardingTenants, removeOnboardingTenant, updateTenantReimbursementInfo, updateReferViewedForLoggedInUser, resetSignInState, trigger2FA, updateTenantAccountingClassesEnabled, updateTenantCapitalizationOnboardingDismissed, updateTenantCapitalizationAccountOverride, updateTenantMasterTOSInfo, verifyDeviceWithTwoFA, verifyDeviceWithTwoFASuccess, verifyDeviceWithTwoFAFailure, updateTreasuryVideoViewedForLoggedInUser, updateTreasuryPromoRemindMeLaterClickedForLoggedInUser, updateTreasuryPromoIntroClosedByOutsideClickForLoggedInUser, resendVerifyDeviceOTP, resendVerifyDeviceOTPSuccess, resendVerifyDeviceOTPFailure, } = tenant.actions;
+export const { updateTenants, fetchAllTenants, updateTenantsSuccess, updateTenantsFailure, fetchActiveTenant, updateTenantSuccess, updateTenantFailure, updateCurrentTenant, fetchExcludedResources, updateExcludedResourcesSuccess, updateExcludedResourcesFailure, doSignIn, doMagicLinkSignIn, magicLinkSignInSuccess, magicLinkSignInFailure, sendEmailMagicLinkToUser, sendEmailMagicLinkToUserSuccess, sendEmailMagicLinkToUserFailure, updateSignInState, doSignOut, signOutSuccess, sendSessionHeartbeat, sessionHeartbeatSuccess, sessionHeartbeatFailure, updateLoggedInUser, fetchExternalConnections, saveExternalConnection, saveExternalConnectionSuccess, saveExternalConnectionFailure, fetchExternalConnectionsFailure, fetchExternalConnectionsSuccess, saveAPIKeyConnection, saveAPIKeyConnectionSuccess, saveAPIKeyConnectionFailure, saveOAuthConnection, saveOAuthConnectionSuccess, saveOAuthConnectionFailure, saveConnectorCredentials, saveConnectorCredentialsSuccess, saveConnectorCredentialsFailure, initEmailConnectOAuth, initEmailConnectOAuthSuccess, initEmailConnectOAuthFailure, deleteConnection, deleteConnectionSuccess, deleteConnectionFailure, clearAll, fetchSubscriptionSummaryForTenant, updateSubscriptionSummaryForTenantSuccess, updateSubscriptionSummaryForTenantFailure, updateOnboardingTenants, removeOnboardingTenant, updateTenantReimbursementInfo, updateReferViewedForLoggedInUser, resetSignInState, trigger2FA, updateTenantAccountingClassesEnabled, updateTenantCapitalizationOnboardingDismissed, updateTenantCapitalizationAccountOverride, updateTenantMasterTOSInfo, verifyDeviceWithTwoFA, verifyDeviceWithTwoFASuccess, verifyDeviceWithTwoFAFailure, updateTreasuryVideoViewedForLoggedInUser, updateTreasuryPromoRemindMeLaterClickedForLoggedInUser, updateTreasuryPromoIntroClosedByOutsideClickForLoggedInUser, resendVerifyDeviceOTP, resendVerifyDeviceOTPSuccess, resendVerifyDeviceOTPFailure, } = tenant.actions;
 export default tenant.reducer;
 /**
  * Applies treasury promo user fields from the tenants API user block when present.
@@ -1035,6 +1090,11 @@ export function mapConnectionsPayloadToState(connectionsPayload) {
     const { connections } = connectionsPayload;
     return {
         accounting: connections.accounting.map((payload) => toConnection(payload)),
+        // Tenant materializes gmail/outlook under the `email` bucket via
+        // _THIRD_PARTY_CONNECTORS_TO_MATERIALIZE when their slugs are enabled in
+        // third_party_enabled_connectors Statsig config. Default to [] so older
+        // tenant deploys (or disabled-everywhere envs) don't blow up here.
+        email: (connections.email ?? []).map((payload) => toConnection(payload)),
         payments: connections.payments.map((payload) => toConnection(payload)),
         revenue: (connections.revenue ?? []).map((payload) => toConnection(payload)),
     };

package/lib/esm/entity/transaction/payloadTypes/transactionPayload.js

@@ -69,7 +69,8 @@ export const toTransaction = (payload) => {
             payload.target_account_integration_id !== ''
             ? { targetAccountIntegrationId: payload.target_account_integration_id }
             : {}),
-        ...(payload.target_account_name != null && payload.target_account_name !== ''
+        ...(payload.target_account_name != null &&
+            payload.target_account_name !== ''
             ? { targetAccountName: payload.target_account_name }
             : {}),
         ...(payload.to_from_account_id != null && payload.to_from_account_id !== ''
@@ -79,7 +80,8 @@ export const toTransaction = (payload) => {
             payload.to_from_account_integration_id !== ''
             ? { toFromAccountIntegrationId: payload.to_from_account_integration_id }
             : {}),
-        ...(payload.to_from_account_name != null && payload.to_from_account_name !== ''
+        ...(payload.to_from_account_name != null &&
+            payload.to_from_account_name !== ''
             ? { toFromAccountName: payload.to_from_account_name }
             : {}),
         ...(payload.category_id != null && payload.category_id !== ''
@@ -118,6 +120,9 @@ export const toTransaction = (payload) => {
             : {}),
         linkedTransactions: payload.linked_transactions?.map((transactionIDPayload) => toTransactionID(transactionIDPayload)),
         lines,
+        ...(payload.total_lines_count != null
+            ? { totalLinesCount: payload.total_lines_count }
+            : {}),
         account: payloadHasAccountInfo(payload)
             ? mapAccountBasePayloadToAccountBase(payload)
             : undefined,
@@ -150,6 +155,16 @@ export const toTransactionPayload = (transaction) => {
         lines: transaction?.lines?.map((line) => toLinePayload(line)) ?? [],
         recommendations: toRecommendationsPayload(transaction.lines ?? [], transaction.recommendations ?? {}),
     };
+    // Only carry `document_id` (the journal-entry title / document number) when
+    // the transaction actually has one, so transaction types that never expose
+    // the title don't start sending the key, and we never emit an empty string
+    // that the server could interpret as clearing the number.
+    if (transaction.documentId != null) {
+        transactionPayload = {
+            ...transactionPayload,
+            document_id: transaction.documentId,
+        };
+    }
     //note:  for transaction type deposit and refund account is must for put call
     if (transaction.account != null &&
         (transaction.type === 'deposit' || transaction.type === 'refund')) {