@zeniai/client-epic-state 5.1.6 → 5.1.8-beta0ND

package/lib/entity/tenant/tenantSelector.d.ts

@@ -85,6 +85,7 @@ export declare const getCurrentTenantExternalConnections: (tenantState: TenantSt
 export declare const toTenantCoreDetailsView: (tenantsBaseView: TenantBaseView[]) => TenantCoreDetailsView[];
 export declare const isTenantBankingOnly: (isDebitCardFlagEnabled: boolean, tenant: Tenant | undefined) => boolean;
 export declare const isTenantCardsOnly: (tenant: Tenant | undefined) => boolean;
+export declare const isTenantAccountingServicesEnabled: (tenant: Tenant | undefined) => boolean;
 export declare const getIsAccountingClassesEnabled: (state: RootState) => boolean;
 export declare const getIsAccountingProjectsEnabled: (state: RootState) => boolean;
 export declare const isTenantBookkeepingEnabled: (tenant: Tenant | undefined) => boolean;

package/lib/entity/tenant/tenantSelector.js

@@ -3,7 +3,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
     return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.isTenantTreasuryEnabled = exports.isOtherProductsEnabledForTenant = exports.isTenantBookkeepingEnabled = exports.getIsAccountingProjectsEnabled = exports.getIsAccountingClassesEnabled = exports.isTenantCardsOnly = exports.isTenantBankingOnly = exports.toTenantCoreDetailsView = exports.getCurrentTenantExternalConnections = exports.isTenantUsingZeniCOA = exports.isZeniDomainTenant = exports.getTenantBaseViewForTenantView = exports.getTenantsCoreDetailsByCheckInDateSelector = exports.getTenantsBaseByCheckInDateSelector = exports.getTenantBaseById = exports.getTenantsByCheckInDateSelector = exports.getCurrentTenant = exports.getTenantBaseViewForTenantId = void 0;
+exports.isTenantTreasuryEnabled = exports.isOtherProductsEnabledForTenant = exports.isTenantBookkeepingEnabled = exports.getIsAccountingProjectsEnabled = exports.getIsAccountingClassesEnabled = exports.isTenantAccountingServicesEnabled = exports.isTenantCardsOnly = exports.isTenantBankingOnly = exports.toTenantCoreDetailsView = exports.getCurrentTenantExternalConnections = exports.isTenantUsingZeniCOA = exports.isZeniDomainTenant = exports.getTenantBaseViewForTenantView = exports.getTenantsCoreDetailsByCheckInDateSelector = exports.getTenantsBaseByCheckInDateSelector = exports.getTenantBaseById = exports.getTenantsByCheckInDateSelector = exports.getCurrentTenant = exports.getTenantBaseViewForTenantId = void 0;
 exports.getTenant = getTenant;
 exports.getOnboardingTenantByTenantId = getOnboardingTenantByTenantId;
 const toolkit_1 = require("@reduxjs/toolkit");
@@ -280,6 +280,15 @@ const isTenantCardsOnly = (tenant) => {
         : false;
 };
 exports.isTenantCardsOnly = isTenantCardsOnly;
+const isTenantAccountingServicesEnabled = (tenant) => {
+    return tenant != null && tenant.productSettings != null
+        ? tenant.productSettings.isCfoEnabled === true ||
+            tenant.productSettings.isTaxEnabled === true ||
+            tenant.productSettings.isPayrollEnabled === true ||
+            tenant.productSettings.isBookkeepingEnabled === true
+        : false;
+};
+exports.isTenantAccountingServicesEnabled = isTenantAccountingServicesEnabled;
 const getIsAccountingClassesEnabled = (state) => {
     const { currentTenantId, tenantsById } = state.tenantState;
     if (currentTenantId == null) {

package/lib/entity/transaction/payloadTypes/transactionPayload.d.ts

@@ -51,6 +51,8 @@ export interface TransactionPayload extends TransactionIDPayload, AccountBasePay
     to_from_account_integration_id?: string | null;
     to_from_account_name?: string | null;
     total_amount?: number;
+    /** Transactions list API: count of categorizable lines across all statuses (not just the active tab) */
+    total_lines_count?: number;
     transaction_type_name?: string;
     transaction_update_time?: string;
     vendor_id?: string | null;

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

@@ -124,6 +124,9 @@ const toTransaction = (payload) => {
             : {}),
         linkedTransactions: payload.linked_transactions?.map((transactionIDPayload) => (0, transactionIDPayload_1.toTransactionID)(transactionIDPayload)),
         lines,
+        ...(payload.total_lines_count != null
+            ? { totalLinesCount: payload.total_lines_count }
+            : {}),
         account: payloadHasAccountInfo(payload)
             ? (0, accountPayload_1.mapAccountBasePayloadToAccountBase)(payload)
             : undefined,
@@ -157,6 +160,16 @@ const toTransactionPayload = (transaction) => {
         lines: transaction?.lines?.map((line) => (0, transactionLinePayload_1.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')) {

package/lib/entity/transaction/stateTypes/transaction.d.ts

@@ -56,6 +56,8 @@ export interface Transaction extends BaseTransaction {
     toFromAccountId?: ID;
     toFromAccountIntegrationId?: string;
     toFromAccountName?: string;
+    /** Count of categorizable lines across all statuses (transactions list API); used to gate single-line-only flows */
+    totalLinesCount?: number;
     updateTime?: ZeniDate;
     vendorId?: ID;
     vendorName?: string;

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

@@ -265,6 +265,14 @@ export const isTenantCardsOnly = (tenant) => {
             tenant.productSettings.isSpendManagementEnabled === false
         : false;
 };
+export const isTenantAccountingServicesEnabled = (tenant) => {
+    return tenant != null && tenant.productSettings != null
+        ? tenant.productSettings.isCfoEnabled === true ||
+            tenant.productSettings.isTaxEnabled === true ||
+            tenant.productSettings.isPayrollEnabled === true ||
+            tenant.productSettings.isBookkeepingEnabled === true
+        : false;
+};
 export const getIsAccountingClassesEnabled = (state) => {
     const { currentTenantId, tenantsById } = state.tenantState;
     if (currentTenantId == null) {

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

@@ -120,6 +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,
@@ -152,6 +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')) {

package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewSelector.js

@@ -8,7 +8,7 @@ import { getUserRoleByUserIds } from '../../../entity/userRole/userRoleSelector'
 import { getCompanyConfig } from '../../companyConfigView/companyConfigSelector';
 import { getCompanyView } from '../../companyView/selectorHelpers/getCompanyView';
 import { getCompanyAndIdentityDetails, } from '../../spendManagement/commonSetup/setupViewSelector';
-import { ALL_ONBOARDING_STEPS, ALL_ZENI_USER_ONBOARDING_STEPS, REQUIRED_ONBOARDING_STEPS, ZENI_USER_REQUIRED_ONBOARDING_STEPS, emptyAiAgentsActivationSubview, toOnboardingStepType, } from './onboardingCustomerViewState';
+import { ALL_ONBOARDING_STEPS, ALL_ZENI_USER_BOOKKEEPING_ONBOARDING_STEPS, ALL_ZENI_USER_ONBOARDING_STEPS, REQUIRED_ONBOARDING_STEPS, ZENI_USER_REQUIRED_ONBOARDING_STEPS, emptyAiAgentsActivationSubview, toOnboardingStepType, } from './onboardingCustomerViewState';
 export function getOnboardingCustomerView(state, companyId) {
     const { fileState, paymentAccountState, onboardingCustomerViewState, userState, userRoleState, subscriptionPaymentAccountState, companyConfigState, cardPaymentViewState, countryListState, addressViewState, } = state;
     const { companyDetails, companyOfficerUpdateStatus, primaryContactDetails, subscriptionPaymentAccountIds, paymentAccountDetails, plaidConnectionDetails, parsingDocumentFileIds, updateStatus, saveStatus, currentStep, currentSubStep, uiState, fetchState, error, } = onboardingCustomerViewState;
@@ -207,14 +207,20 @@ export function isOfficerDetailsCompleted(companyOfficers, companyOfficerRoles,
         isPhoneVerified === true);
 }
 export const onboardingStepsData = (isValidConnection, productSettings, accountingConnectionCreationMode) => {
-    const allStepsData = accountingConnectionCreationMode === 'zeni_user' ||
-        ((productSettings.isBankingEnabled || productSettings.isCardsEnabled) &&
-            !productSettings.isBookkeepingEnabled)
+    // 3 cohorts:
+    //   - Core-only (banking/cards, no bookkeeping): no ledger, no integrations.
+    //   - Zeni-team-connects-QBO bookkeeping: skip ledger but keep integrations
+    //     so the customer can still wire up Plaid / Stripe / HubSpot / email.
+    //   - Customer-connects-QBO bookkeeping: full 4-step flow.
+    const isCoreOnlyTenant = (productSettings.isBankingEnabled || productSettings.isCardsEnabled) &&
+        !productSettings.isBookkeepingEnabled;
+    const allStepsData = isCoreOnlyTenant
         ? ALL_ZENI_USER_ONBOARDING_STEPS
-        : ALL_ONBOARDING_STEPS;
+        : accountingConnectionCreationMode === 'zeni_user'
+            ? ALL_ZENI_USER_BOOKKEEPING_ONBOARDING_STEPS
+            : ALL_ONBOARDING_STEPS;
     const requiredStepsData = (accountingConnectionCreationMode === 'zeni_user' && isValidConnection) ||
-        ((productSettings.isBankingEnabled || productSettings.isCardsEnabled) &&
-            !productSettings.isBookkeepingEnabled)
+        isCoreOnlyTenant
         ? ZENI_USER_REQUIRED_ONBOARDING_STEPS
         : REQUIRED_ONBOARDING_STEPS;
     return {

package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewState.js

@@ -18,6 +18,14 @@ export const ALL_ZENI_USER_ONBOARDING_STEPS = [
     ...ZENI_USER_REQUIRED_ONBOARDING_STEPS,
     ...ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
 ];
+// Zeni-team-connects-QBO bookkeeping tenants: skip the `connect_ledger` step
+// (Zeni already did it) but keep `connect_data_source` so the customer can
+// still wire up non-QBO integrations (Plaid, Stripe, HubSpot, email, etc.).
+export const ALL_ZENI_USER_BOOKKEEPING_ONBOARDING_STEPS = [
+    ...ZENI_USER_REQUIRED_ONBOARDING_STEPS,
+    'connect_data_source',
+    ...ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
+];
 export const ALL_CUSTOMER_ONBOARDING_STEPS_WITH_QBO = [
     ...CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO,
     'connect_data_source',

package/lib/esm/view/settingsView/settingsViewHelpers.js

@@ -1,4 +1,4 @@
-import { isTenantBankingOnly, isTenantCardsOnly, } from '../../entity/tenant/tenantSelector';
+import { isTenantAccountingServicesEnabled, isTenantBankingOnly, isTenantCardsOnly, } from '../../entity/tenant/tenantSelector';
 import { hasAnyAdminLevelAccess, hasBillPayAccessible, hasBookKeepingAdminLevelAccess, hasBookKeepingUserLevelAccess, hasChargeCardAccessible, hasFullOrAdminLevelAccess, hasInvestorBankerLevelAccess, hasReimbursementAccess, hasReimbursementAccessible, hasSuperAdminLevelAccess, hasZeniAccountsAccessible, isZeniSignedInUser, } from '../../entity/userRole/userRoleType';
 import { isVendorsTabVisible } from '../vendorList/vendorListSelector';
 export const isAccountingTabVisible = (userRole, isDebitCardFlagEnabled, currentTenant, userRoleMap) => {
@@ -10,8 +10,9 @@ export const isAccountingTabVisible = (userRole, isDebitCardFlagEnabled, current
             hasBillPayAccessible(currentTenant, userRoleMap) ||
             hasReimbursementAccessible(currentTenant, userRoleMap) ||
             hasFullOrAdminLevelAccess(userRole)) &&
-            isTenantBankingOnly(isDebitCardFlagEnabled, currentTenant) === false &&
-            isTenantCardsOnly(currentTenant) === false);
+            (isTenantAccountingServicesEnabled(currentTenant) ||
+                (isTenantBankingOnly(isDebitCardFlagEnabled, currentTenant) === false &&
+                    isTenantCardsOnly(currentTenant) === false)));
     }
     else {
         return false;
@@ -29,8 +30,9 @@ export const isApprovalRulesTabVisible = (userRole, isDebitCardFlagEnabled, curr
             hasReimbursementAccessible(currentTenant, userRoleMap) ||
             ((isBillPayTOSAccepted || isReimbursementTOSAccepted) &&
                 hasFullOrAdminLevelAccess(userRole))) &&
-            isTenantBankingOnly(isDebitCardFlagEnabled, currentTenant) === false &&
-            isTenantCardsOnly(currentTenant) === false);
+            (isTenantAccountingServicesEnabled(currentTenant) ||
+                (isTenantBankingOnly(isDebitCardFlagEnabled, currentTenant) === false &&
+                    isTenantCardsOnly(currentTenant) === false)));
     }
     else {
         return false;
@@ -94,8 +96,9 @@ export const isIntegrationsTabVisible = (userRole, isDebitCardFlagEnabled, curre
     }
     if (isSettingsVisible(currentTenant)) {
         return (hasFullOrAdminLevelAccess(userRole) &&
-            !(isTenantBankingOnly(isDebitCardFlagEnabled, currentTenant) ||
-                isTenantCardsOnly(currentTenant)));
+            (isTenantAccountingServicesEnabled(currentTenant) ||
+                !(isTenantBankingOnly(isDebitCardFlagEnabled, currentTenant) ||
+                    isTenantCardsOnly(currentTenant))));
     }
     else {
         return false;
@@ -146,6 +149,7 @@ export const isNotificationsTabVisible = (notificationSettings, signedInUseEmail
     const { reminderNotificationSettings, monthEndInsightsNotificationSettings } = notificationSettings;
     return ((isRemindersSectionVisibleOnSettingsPage(reminderNotificationSettings) ||
         isMonthEndNotificationsSectionVisibleOnSettingsPage(monthEndInsightsNotificationSettings, signedInUseEmail)) &&
-        isTenantBankingOnly(isDebitCardFlagEnabled, currentTenant) === false &&
-        isTenantCardsOnly(currentTenant) === false);
+        (isTenantAccountingServicesEnabled(currentTenant) ||
+            (isTenantBankingOnly(isDebitCardFlagEnabled, currentTenant) === false &&
+                isTenantCardsOnly(currentTenant) === false)));
 };

package/lib/esm/view/spendManagement/commonSetup/kycKybParseMapper.js

@@ -11,7 +11,21 @@ import { KYC_KYB_AUTOFILL_MIN_CONFIDENCE, } from './types/kycKybAutofill';
 export const OFFICER_ADDRESS_AUTOFILL_FIELD = 'officerAddress';
 // US driving licenses carry a US state in `address_state` but no country field;
 // default the composed address to the US.
-const DRIVING_LICENSE_DEFAULT_COUNTRY = 'United States';
+// Extend's driving-license parser is US-focused — its response shape
+// (`ExtendDrivingLicenseParsed`) only returns `issuing_state`, no
+// `issuing_country` / `country_of_issue`. So we default the address country
+// to US for autofill purposes.
+//
+// `country` is the alpha-3 ISO code (matches the rest of the codebase's
+// address payloads — e.g. `subscriptionBillingAddress.country = 'USA'`).
+// The Edit Address form's country dropdown looks up the option by alpha-3,
+// so using the country name here would leave the dropdown blank.
+//
+// To support non-US driving licenses later: (1) extend the document-service
+// Extend workflow to return an issuing-country field, (2) add it to
+// `ExtendDrivingLicenseParsed`, (3) read it here with this US value as the
+// fallback when the parser couldn't determine the country.
+const DRIVING_LICENSE_DEFAULT_COUNTRY = 'USA';
 const DRIVING_LICENSE_DEFAULT_COUNTRY_CODE = 'US';
 const emptyResult = () => ({
     values: {},

package/lib/esm/view/transactionDetail/epics/saveTransactionHelper.js

@@ -29,6 +29,7 @@ export const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDe
     const entityUpdates = {};
     const isTransactionMisCategorized = isTransactionMiscategorized(transaction, isExpenseAutomationEnabled);
     updates.memo = transactionDetailLocalData.memo;
+    updates.documentId = transactionDetailLocalData.documentId;
     const selectedEntity = transactionDetailLocalData.selectedEntity;
     const updatedEntityId = transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor ===
         true

package/lib/esm/view/transactionDetail/epics/updateTransactionDetailEpic.js

@@ -168,6 +168,12 @@ function preparePayload(transactionState, vendorState, transactionDetailState, t
 const toTransactionUpdatePayload = (updates, detail, cotTransactionTracking, vendorUpdates, customerUpdates, tranSelectedEntity) => {
     const transaction = Object.assign({}, detail);
     transaction.memo = updates.memo ?? '';
+    // Unlike `memo` (always reset to '' when absent), `documentId` falls back to
+    // the existing value rather than ''. Only the journal-entry title is
+    // user-editable; for every other transaction type `updates.documentId` is
+    // either the unchanged current value or undefined, and we must not send an
+    // empty `document_id` that the server would treat as clearing the number.
+    transaction.documentId = updates.documentId ?? transaction.documentId;
     const recommendationUpdates = {};
     for (const key in updates.updatesByLineId) {
         const lineUpdates = updates.updatesByLineId[key];

package/lib/esm/view/transactionDetail/transactionDetailLocalDataHelper.js

@@ -11,6 +11,7 @@ export const toTransactionDetailLocalData = (transaction, defaultVendorId, uncat
         ?.id;
     const vendorId = defaultVendorId ?? transaction.vendor?.id;
     transactionLocal.memo = transaction.memo;
+    transactionLocal.documentId = transaction.documentId;
     transactionLocal.vendorUpdates =
         isVendorTransaction(transaction) && vendorId != null
             ? {
@@ -421,6 +422,7 @@ export const toUpdateLineItemsOriginalCategoryClass = (transaction, transactionD
     const newLocalData = {
         ...initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
+        documentId: transactionDetailLocalData.documentId,
         lineItemById: newLineItems,
         vendorDetails: transactionDetailLocalData.vendorDetails,
         vendorUpdates: transactionDetailLocalData.vendorUpdates,
@@ -524,6 +526,7 @@ export const toSetAllLineItemsToCategoryClass = (transaction, transactionDetailL
     const newLocalData = {
         ...initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
+        documentId: transactionDetailLocalData.documentId,
         lineItemById: newLineItems,
         vendorUpdates: transactionDetailLocalData.vendorUpdates,
         vendorDetails: transactionDetailLocalData.vendorDetails,
@@ -568,6 +571,7 @@ export const toSetAllLineItemsLocalDataIsUpdateAllChecked = (transaction, transa
     const newLocalData = {
         ...initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
+        documentId: transactionDetailLocalData.documentId,
         lineItemById: newLineItems,
         vendorDetails: transactionDetailLocalData.vendorDetails,
         vendorUpdates: transactionDetailLocalData.vendorUpdates,
@@ -724,6 +728,7 @@ export const setEntityRecommendationForLineIdInLocalData = (transaction, transac
     const newLocalData = {
         ...initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
+        documentId: transactionDetailLocalData.documentId,
         lineItemById: newLineItems,
         vendorUpdates: transactionDetailLocalData.vendorUpdates,
         vendorDetails: transactionDetailLocalData.vendorDetails,
@@ -776,6 +781,7 @@ export const removeEntityRecommendationForLineIdInLocalData = (transaction, tran
     const newLocalData = {
         ...initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
+        documentId: transactionDetailLocalData.documentId,
         lineItemById: newLineItems,
         vendorDetails: transactionDetailLocalData.vendorDetails,
         vendorUpdates: transactionDetailLocalData.vendorUpdates,
@@ -881,7 +887,6 @@ export const toSetAllLineItemsToVendor = (transaction, transactionDetailLocalDat
     }
     const newLocalData = {
         ...transactionDetailLocalData,
-        memo: transactionDetailLocalData.memo,
         lineItemById: newLineItems,
         isVendorUpdateAllChecked: true,
     };
@@ -996,6 +1001,7 @@ export const toUpdateLineItemsToOriginalVendor = (transaction, transactionDetail
     const newLocalData = {
         ...initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
+        documentId: transactionDetailLocalData.documentId,
         lineItemById: newLineItems,
         isVendorUpdateAllChecked: false,
         latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity,

package/lib/view/onboardingView/customerView/onboardingCustomerViewSelector.js

@@ -213,14 +213,20 @@ function isOfficerDetailsCompleted(companyOfficers, companyOfficerRoles, officer
         isPhoneVerified === true);
 }
 const onboardingStepsData = (isValidConnection, productSettings, accountingConnectionCreationMode) => {
-    const allStepsData = accountingConnectionCreationMode === 'zeni_user' ||
-        ((productSettings.isBankingEnabled || productSettings.isCardsEnabled) &&
-            !productSettings.isBookkeepingEnabled)
+    // 3 cohorts:
+    //   - Core-only (banking/cards, no bookkeeping): no ledger, no integrations.
+    //   - Zeni-team-connects-QBO bookkeeping: skip ledger but keep integrations
+    //     so the customer can still wire up Plaid / Stripe / HubSpot / email.
+    //   - Customer-connects-QBO bookkeeping: full 4-step flow.
+    const isCoreOnlyTenant = (productSettings.isBankingEnabled || productSettings.isCardsEnabled) &&
+        !productSettings.isBookkeepingEnabled;
+    const allStepsData = isCoreOnlyTenant
         ? onboardingCustomerViewState_1.ALL_ZENI_USER_ONBOARDING_STEPS
-        : onboardingCustomerViewState_1.ALL_ONBOARDING_STEPS;
+        : accountingConnectionCreationMode === 'zeni_user'
+            ? onboardingCustomerViewState_1.ALL_ZENI_USER_BOOKKEEPING_ONBOARDING_STEPS
+            : onboardingCustomerViewState_1.ALL_ONBOARDING_STEPS;
     const requiredStepsData = (accountingConnectionCreationMode === 'zeni_user' && isValidConnection) ||
-        ((productSettings.isBankingEnabled || productSettings.isCardsEnabled) &&
-            !productSettings.isBookkeepingEnabled)
+        isCoreOnlyTenant
         ? onboardingCustomerViewState_1.ZENI_USER_REQUIRED_ONBOARDING_STEPS
         : onboardingCustomerViewState_1.REQUIRED_ONBOARDING_STEPS;
     return {

package/lib/view/onboardingView/customerView/onboardingCustomerViewState.d.ts

@@ -8,6 +8,7 @@ export declare const CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO: readonly ["con
 export declare const REQUIRED_ONBOARDING_STEPS: readonly ["setup_billing", "connect_ledger"];
 export declare const ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT: readonly ["verification"];
 export declare const ALL_ZENI_USER_ONBOARDING_STEPS: readonly ["setup_billing", "verification"];
+export declare const ALL_ZENI_USER_BOOKKEEPING_ONBOARDING_STEPS: readonly ["setup_billing", "connect_data_source", "verification"];
 export declare const ALL_CUSTOMER_ONBOARDING_STEPS_WITH_QBO: readonly ["connect_ledger", "connect_data_source", "verification"];
 export declare const ALL_ONBOARDING_STEPS: readonly ["setup_billing", "connect_ledger", "connect_data_source", "verification"];
 export declare const toOnboardingStepType: (v: string) => "setup_billing" | "connect_ledger" | "verification" | "connect_data_source";

package/lib/view/onboardingView/customerView/onboardingCustomerViewState.js

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.emptyAiAgentsActivationSubview = exports.emptyAiAgentsActivationCounts = exports.toOnboardingSubStepType = exports.ALL_ONBOARDING_SUB_STEPS = exports.toOnboardingStepType = exports.ALL_ONBOARDING_STEPS = exports.ALL_CUSTOMER_ONBOARDING_STEPS_WITH_QBO = exports.ALL_ZENI_USER_ONBOARDING_STEPS = exports.ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT = exports.REQUIRED_ONBOARDING_STEPS = exports.CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO = exports.ZENI_USER_REQUIRED_ONBOARDING_STEPS = void 0;
+exports.emptyAiAgentsActivationSubview = exports.emptyAiAgentsActivationCounts = exports.toOnboardingSubStepType = exports.ALL_ONBOARDING_SUB_STEPS = exports.toOnboardingStepType = exports.ALL_ONBOARDING_STEPS = exports.ALL_CUSTOMER_ONBOARDING_STEPS_WITH_QBO = exports.ALL_ZENI_USER_BOOKKEEPING_ONBOARDING_STEPS = exports.ALL_ZENI_USER_ONBOARDING_STEPS = exports.ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT = exports.REQUIRED_ONBOARDING_STEPS = exports.CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO = exports.ZENI_USER_REQUIRED_ONBOARDING_STEPS = void 0;
 const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
 // Onboarding steps are the 4 top-level surfaces. Officer + details verification
 // live as sub-steps under `verification` (state machine in CustomerOnboardingPage).
@@ -21,6 +21,14 @@ exports.ALL_ZENI_USER_ONBOARDING_STEPS = [
     ...exports.ZENI_USER_REQUIRED_ONBOARDING_STEPS,
     ...exports.ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
 ];
+// Zeni-team-connects-QBO bookkeeping tenants: skip the `connect_ledger` step
+// (Zeni already did it) but keep `connect_data_source` so the customer can
+// still wire up non-QBO integrations (Plaid, Stripe, HubSpot, email, etc.).
+exports.ALL_ZENI_USER_BOOKKEEPING_ONBOARDING_STEPS = [
+    ...exports.ZENI_USER_REQUIRED_ONBOARDING_STEPS,
+    'connect_data_source',
+    ...exports.ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
+];
 exports.ALL_CUSTOMER_ONBOARDING_STEPS_WITH_QBO = [
     ...exports.CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO,
     'connect_data_source',

package/lib/view/settingsView/settingsViewHelpers.js

@@ -13,8 +13,9 @@ const isAccountingTabVisible = (userRole, isDebitCardFlagEnabled, currentTenant,
             (0, userRoleType_1.hasBillPayAccessible)(currentTenant, userRoleMap) ||
             (0, userRoleType_1.hasReimbursementAccessible)(currentTenant, userRoleMap) ||
             (0, userRoleType_1.hasFullOrAdminLevelAccess)(userRole)) &&
-            (0, tenantSelector_1.isTenantBankingOnly)(isDebitCardFlagEnabled, currentTenant) === false &&
-            (0, tenantSelector_1.isTenantCardsOnly)(currentTenant) === false);
+            ((0, tenantSelector_1.isTenantAccountingServicesEnabled)(currentTenant) ||
+                ((0, tenantSelector_1.isTenantBankingOnly)(isDebitCardFlagEnabled, currentTenant) === false &&
+                    (0, tenantSelector_1.isTenantCardsOnly)(currentTenant) === false)));
     }
     else {
         return false;
@@ -33,8 +34,9 @@ const isApprovalRulesTabVisible = (userRole, isDebitCardFlagEnabled, currentTena
             (0, userRoleType_1.hasReimbursementAccessible)(currentTenant, userRoleMap) ||
             ((isBillPayTOSAccepted || isReimbursementTOSAccepted) &&
                 (0, userRoleType_1.hasFullOrAdminLevelAccess)(userRole))) &&
-            (0, tenantSelector_1.isTenantBankingOnly)(isDebitCardFlagEnabled, currentTenant) === false &&
-            (0, tenantSelector_1.isTenantCardsOnly)(currentTenant) === false);
+            ((0, tenantSelector_1.isTenantAccountingServicesEnabled)(currentTenant) ||
+                ((0, tenantSelector_1.isTenantBankingOnly)(isDebitCardFlagEnabled, currentTenant) === false &&
+                    (0, tenantSelector_1.isTenantCardsOnly)(currentTenant) === false)));
     }
     else {
         return false;
@@ -103,8 +105,9 @@ const isIntegrationsTabVisible = (userRole, isDebitCardFlagEnabled, currentTenan
     }
     if ((0, exports.isSettingsVisible)(currentTenant)) {
         return ((0, userRoleType_1.hasFullOrAdminLevelAccess)(userRole) &&
-            !((0, tenantSelector_1.isTenantBankingOnly)(isDebitCardFlagEnabled, currentTenant) ||
-                (0, tenantSelector_1.isTenantCardsOnly)(currentTenant)));
+            ((0, tenantSelector_1.isTenantAccountingServicesEnabled)(currentTenant) ||
+                !((0, tenantSelector_1.isTenantBankingOnly)(isDebitCardFlagEnabled, currentTenant) ||
+                    (0, tenantSelector_1.isTenantCardsOnly)(currentTenant))));
     }
     else {
         return false;
@@ -161,7 +164,8 @@ const isNotificationsTabVisible = (notificationSettings, signedInUseEmail, isDeb
     const { reminderNotificationSettings, monthEndInsightsNotificationSettings } = notificationSettings;
     return (((0, exports.isRemindersSectionVisibleOnSettingsPage)(reminderNotificationSettings) ||
         (0, exports.isMonthEndNotificationsSectionVisibleOnSettingsPage)(monthEndInsightsNotificationSettings, signedInUseEmail)) &&
-        (0, tenantSelector_1.isTenantBankingOnly)(isDebitCardFlagEnabled, currentTenant) === false &&
-        (0, tenantSelector_1.isTenantCardsOnly)(currentTenant) === false);
+        ((0, tenantSelector_1.isTenantAccountingServicesEnabled)(currentTenant) ||
+            ((0, tenantSelector_1.isTenantBankingOnly)(isDebitCardFlagEnabled, currentTenant) === false &&
+                (0, tenantSelector_1.isTenantCardsOnly)(currentTenant) === false)));
 };
 exports.isNotificationsTabVisible = isNotificationsTabVisible;

package/lib/view/spendManagement/commonSetup/kycKybParseMapper.js

@@ -14,7 +14,21 @@ const kycKybAutofill_1 = require("./types/kycKybAutofill");
 exports.OFFICER_ADDRESS_AUTOFILL_FIELD = 'officerAddress';
 // US driving licenses carry a US state in `address_state` but no country field;
 // default the composed address to the US.
-const DRIVING_LICENSE_DEFAULT_COUNTRY = 'United States';
+// Extend's driving-license parser is US-focused — its response shape
+// (`ExtendDrivingLicenseParsed`) only returns `issuing_state`, no
+// `issuing_country` / `country_of_issue`. So we default the address country
+// to US for autofill purposes.
+//
+// `country` is the alpha-3 ISO code (matches the rest of the codebase's
+// address payloads — e.g. `subscriptionBillingAddress.country = 'USA'`).
+// The Edit Address form's country dropdown looks up the option by alpha-3,
+// so using the country name here would leave the dropdown blank.
+//
+// To support non-US driving licenses later: (1) extend the document-service
+// Extend workflow to return an issuing-country field, (2) add it to
+// `ExtendDrivingLicenseParsed`, (3) read it here with this US value as the
+// fallback when the parser couldn't determine the country.
+const DRIVING_LICENSE_DEFAULT_COUNTRY = 'USA';
 const DRIVING_LICENSE_DEFAULT_COUNTRY_CODE = 'US';
 const emptyResult = () => ({
     values: {},

package/lib/view/transactionDetail/epics/saveTransactionHelper.js

@@ -32,6 +32,7 @@ const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDetailLoc
     const entityUpdates = {};
     const isTransactionMisCategorized = (0, exports.isTransactionMiscategorized)(transaction, isExpenseAutomationEnabled);
     updates.memo = transactionDetailLocalData.memo;
+    updates.documentId = transactionDetailLocalData.documentId;
     const selectedEntity = transactionDetailLocalData.selectedEntity;
     const updatedEntityId = transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor ===
         true

package/lib/view/transactionDetail/epics/updateTransactionDetailEpic.js

@@ -175,6 +175,12 @@ function preparePayload(transactionState, vendorState, transactionDetailState, t
 const toTransactionUpdatePayload = (updates, detail, cotTransactionTracking, vendorUpdates, customerUpdates, tranSelectedEntity) => {
     const transaction = Object.assign({}, detail);
     transaction.memo = updates.memo ?? '';
+    // Unlike `memo` (always reset to '' when absent), `documentId` falls back to
+    // the existing value rather than ''. Only the journal-entry title is
+    // user-editable; for every other transaction type `updates.documentId` is
+    // either the unchanged current value or undefined, and we must not send an
+    // empty `document_id` that the server would treat as clearing the number.
+    transaction.documentId = updates.documentId ?? transaction.documentId;
     const recommendationUpdates = {};
     for (const key in updates.updatesByLineId) {
         const lineUpdates = updates.updatesByLineId[key];

package/lib/view/transactionDetail/transactionDetailLocalDataHelper.js

@@ -14,6 +14,7 @@ const toTransactionDetailLocalData = (transaction, defaultVendorId, uncategorize
         ?.id;
     const vendorId = defaultVendorId ?? transaction.vendor?.id;
     transactionLocal.memo = transaction.memo;
+    transactionLocal.documentId = transaction.documentId;
     transactionLocal.vendorUpdates =
         (0, vendorTransaction_1.isVendorTransaction)(transaction) && vendorId != null
             ? {
@@ -427,6 +428,7 @@ const toUpdateLineItemsOriginalCategoryClass = (transaction, transactionDetailLo
     const newLocalData = {
         ...transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
+        documentId: transactionDetailLocalData.documentId,
         lineItemById: newLineItems,
         vendorDetails: transactionDetailLocalData.vendorDetails,
         vendorUpdates: transactionDetailLocalData.vendorUpdates,
@@ -531,6 +533,7 @@ const toSetAllLineItemsToCategoryClass = (transaction, transactionDetailLocalDat
     const newLocalData = {
         ...transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
+        documentId: transactionDetailLocalData.documentId,
         lineItemById: newLineItems,
         vendorUpdates: transactionDetailLocalData.vendorUpdates,
         vendorDetails: transactionDetailLocalData.vendorDetails,
@@ -576,6 +579,7 @@ const toSetAllLineItemsLocalDataIsUpdateAllChecked = (transaction, transactionDe
     const newLocalData = {
         ...transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
+        documentId: transactionDetailLocalData.documentId,
         lineItemById: newLineItems,
         vendorDetails: transactionDetailLocalData.vendorDetails,
         vendorUpdates: transactionDetailLocalData.vendorUpdates,
@@ -733,6 +737,7 @@ const setEntityRecommendationForLineIdInLocalData = (transaction, transactionDet
     const newLocalData = {
         ...transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
+        documentId: transactionDetailLocalData.documentId,
         lineItemById: newLineItems,
         vendorUpdates: transactionDetailLocalData.vendorUpdates,
         vendorDetails: transactionDetailLocalData.vendorDetails,
@@ -786,6 +791,7 @@ const removeEntityRecommendationForLineIdInLocalData = (transaction, transaction
     const newLocalData = {
         ...transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
+        documentId: transactionDetailLocalData.documentId,
         lineItemById: newLineItems,
         vendorDetails: transactionDetailLocalData.vendorDetails,
         vendorUpdates: transactionDetailLocalData.vendorUpdates,
@@ -893,7 +899,6 @@ const toSetAllLineItemsToVendor = (transaction, transactionDetailLocalData, enti
     }
     const newLocalData = {
         ...transactionDetailLocalData,
-        memo: transactionDetailLocalData.memo,
         lineItemById: newLineItems,
         isVendorUpdateAllChecked: true,
     };
@@ -1009,6 +1014,7 @@ const toUpdateLineItemsToOriginalVendor = (transaction, transactionDetailLocalDa
     const newLocalData = {
         ...transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
+        documentId: transactionDetailLocalData.documentId,
         lineItemById: newLineItems,
         isVendorUpdateAllChecked: false,
         latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity,

package/lib/view/transactionDetail/transactionDetailState.d.ts

@@ -60,6 +60,7 @@ export interface TransactionLineUpdates {
 export interface TransactionUpdates {
     updatesByLineId: Record<ID, TransactionLineUpdates>;
     customerId?: ID;
+    documentId?: string;
     memo?: string;
     vendorId?: ID;
 }

package/lib/view/transactionDetail/transactionDetailTypes.d.ts

@@ -52,6 +52,7 @@ export interface TransactionDetailLocalData {
     customerUpdates?: TransactionVendorUpdates;
     latestSelectedEntityOnLineItem?: Entity;
     latestUpdatedLineWithEntity?: ID;
+    documentId?: string;
     memo?: string;
     selectedEntity?: Entity;
     updatePreviousTransactionsWithUpdatedVendor?: boolean;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.1.6",
+  "version": "5.1.8-beta0ND",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",
@@ -106,9 +106,11 @@
   "scripts": {
     "clean": "rimraf lib",
     "test:typecheck": "echo 'Typechecking test files...' && NODE_OPTIONS=--max-old-space-size=4096 time tsc -p tsconfig.typecheck.json",
-    "test:typecheck-modified-files": "chmod +x ./scripts/tsc-modified-files.sh && ./scripts/tsc-modified-files.sh master tsconfig.typecheck.json",
-    "test": "pnpm lint-modified-files && pnpm test:typecheck-modified-files && vitest run --typecheck",
-    "test:full": "vitest run --typecheck",
+    "test:typecheck-modified-files": "chmod +x ./scripts/tsc-modified-files.sh && SINCE_DAYS=2 ./scripts/tsc-modified-files.sh master tsconfig.typecheck.json",
+    "test:typecheck-mocks": "echo 'Typechecking mock files...' && NODE_OPTIONS=--max-old-space-size=4096 time tsc -p tsconfig.mocks.json",
+    "test:typecheck-mocks-modified-files": "chmod +x ./scripts/tsc-modified-files.sh && SINCE_DAYS=2 ./scripts/tsc-modified-files.sh master tsconfig.mocks.json",
+    "test": "pnpm lint-modified-files && pnpm test:typecheck-modified-files && pnpm test:typecheck-mocks-modified-files && vitest run --typecheck",
+    "test:full": "pnpm test:typecheck-modified-files && pnpm test:typecheck-mocks-modified-files && vitest run --typecheck",
     "lint": "eslint . --ext .js,.jsx,.ts,.tsx --max-warnings 0 --fix",
     "lint-modified-files": "chmod +x ./scripts/lint-modified-files.sh && ./scripts/lint-modified-files.sh",
     "lint:fix-modified-files": "chmod +x ./scripts/lint-modified-files.sh && LINT_FIX=true ./scripts/lint-modified-files.sh",