@zeniai/client-epic-state 5.1.8-betaRD2 → 5.1.8-betaRR0

package/lib/entity/company/cardsVisibilityHelpers.d.ts

@@ -0,0 +1,4 @@
+import { UserRoleType } from '../userRole/userRoleType';
+import { Company } from './companyStateTypes';
+export declare const isCardsProductEnabledOnCompany: (company: Company | undefined) => boolean;
+export declare const filterChargeCardRolesWhenProductDisabled: (roles: UserRoleType[], company: Company | undefined) => UserRoleType[];

package/lib/entity/company/cardsVisibilityHelpers.js

@@ -0,0 +1,14 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.filterChargeCardRolesWhenProductDisabled = exports.isCardsProductEnabledOnCompany = void 0;
+const isCardsProductEnabledOnCompany = (company) => Boolean(company?.companyChargeCardInfo?.isChargeCardEnabled) ||
+    Boolean(company?.companyDebitCardInfo?.isDebitCardEnabled);
+exports.isCardsProductEnabledOnCompany = isCardsProductEnabledOnCompany;
+const CHARGE_CARD_USER_ROLES = [
+    'charge_card_admin',
+    'charge_card_user',
+];
+const filterChargeCardRolesWhenProductDisabled = (roles, company) => (0, exports.isCardsProductEnabledOnCompany)(company)
+    ? roles
+    : roles.filter((role) => !CHARGE_CARD_USER_ROLES.includes(role));
+exports.filterChargeCardRolesWhenProductDisabled = filterChargeCardRolesWhenProductDisabled;

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

@@ -85,7 +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 isTenantUsingAccountingServices: (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.isTenantUsingAccountingServices = 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");
@@ -280,17 +280,15 @@ const isTenantCardsOnly = (tenant) => {
         : false;
 };
 exports.isTenantCardsOnly = isTenantCardsOnly;
-const isTenantUsingAccountingServices = (tenant) => {
-    const settings = tenant?.productSettings;
-    if (settings == null) {
-        return false;
-    }
-    return (settings.isCfoEnabled === true ||
-        settings.isTaxEnabled === true ||
-        settings.isPayrollEnabled === true ||
-        settings.isBookkeepingEnabled === true);
+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.isTenantUsingAccountingServices = isTenantUsingAccountingServices;
+exports.isTenantAccountingServicesEnabled = isTenantAccountingServicesEnabled;
 const getIsAccountingClassesEnabled = (state) => {
     const { currentTenantId, tenantsById } = state.tenantState;
     if (currentTenantId == null) {

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

@@ -157,6 +157,16 @@ 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/esm/entity/company/cardsVisibilityHelpers.js

@@ -0,0 +1,9 @@
+export const isCardsProductEnabledOnCompany = (company) => Boolean(company?.companyChargeCardInfo?.isChargeCardEnabled) ||
+    Boolean(company?.companyDebitCardInfo?.isDebitCardEnabled);
+const CHARGE_CARD_USER_ROLES = [
+    'charge_card_admin',
+    'charge_card_user',
+];
+export const filterChargeCardRolesWhenProductDisabled = (roles, company) => isCardsProductEnabledOnCompany(company)
+    ? roles
+    : roles.filter((role) => !CHARGE_CARD_USER_ROLES.includes(role));

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

@@ -265,15 +265,13 @@ export const isTenantCardsOnly = (tenant) => {
             tenant.productSettings.isSpendManagementEnabled === false
         : false;
 };
-export const isTenantUsingAccountingServices = (tenant) => {
-    const settings = tenant?.productSettings;
-    if (settings == null) {
-        return false;
-    }
-    return (settings.isCfoEnabled === true ||
-        settings.isTaxEnabled === true ||
-        settings.isPayrollEnabled === true ||
-        settings.isBookkeepingEnabled === true);
+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;

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

@@ -152,6 +152,16 @@ 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/index.js

@@ -43,6 +43,7 @@ import { getChargeCardById } from './entity/chargeCard/chargeCardSelector';
 import { attachmentFilePathToAttachment, } from './entity/chargeCardTransaction/chargeCardTransactionPayload';
 import { updateChargeCardTransactionAttachments } from './entity/chargeCardTransaction/chargeCardTransactionReducer';
 import { updateChargeCardTransactionFromPusher, updateChargeCardTransactionReceiptFromPusher, updateChargeCardTransactionStatusFromPusher, } from './entity/chargeCardTransaction/chargeCardTransactionReducer';
+import { filterChargeCardRolesWhenProductDisabled, isCardsProductEnabledOnCompany, } from './entity/company/cardsVisibilityHelpers';
 import { getControllersName, getFirstControllerEmail, getFirstControllerId, } from './entity/company/companyHelper';
 import { getCompanyByCompanyId, getCompanyInfoForAllCockpitCompaniesInState, getControllersForCompany, } from './entity/company/companySelector';
 import { ALL_ACCOUNTING_CONNECTION_CREATION_MODES, isCompanyEligibleForTreasury, } from './entity/company/companyStateTypes';
@@ -536,7 +537,7 @@ export { getEntityAutoCompleteResults };
 export { updateEntities, clearAllEntities };
 export { getEntityByEntityIDs };
 export { getAddressByAddressId };
-export { ALL_ACCOUNTING_CONNECTION_CREATION_MODES, isCompanyEligibleForTreasury, };
+export { ALL_ACCOUNTING_CONNECTION_CREATION_MODES, isCompanyEligibleForTreasury, isCardsProductEnabledOnCompany, filterChargeCardRolesWhenProductDisabled, };
 export { getCompanyByCompanyId, getControllersForCompany, getCompanyInfoForAllCockpitCompaniesInState, getFirstControllerEmail, getFirstControllerId, getControllersName, };
 export { getCompanyManagementView, getPlanListZeniSku, getAddonListZeniSku, };
 export { getParentSubsidiaryManagementView };

package/lib/esm/view/dashboard/dashboardSelector.js

@@ -57,20 +57,13 @@ export const getDashboard = createSelector(tenantSelector, getCardBalance, getCa
     const hasTasksCardAccess = tenants.currentTenant?.excludedResources?.resources?.find((resource) => resource.resource === '/reports/task_card') == null;
     let cardsCopy = [...cards];
     const cardsToRemove = new Set();
-    const chargeCardInfo = tenants.currentTenant.companyChargeCardInfo?.info;
-    const creditAccountLimit = chargeCardInfo?.chargeCardsCreditAccountLimit ?? 0;
-    let isZeniPromoCardOn4thPosition = true;
-    const isChargeCardEnabled = chargeCardInfo?.isChargeCardEnabled ?? false;
+    // Credit-only express-interest promo; always omitted while cards are company-product-gated. Reintroduce only with an explicit show rule.
+    cardsToRemove.add('zeni_promo_card');
     if (cardBalance != null &&
         cardBalance.fetchState === 'Completed' &&
         (cardBalance.accountsInOrder.length === 0 ||
             cardBalance.status?.code !== 200)) {
         cardsToRemove.add('card_balance');
-        isZeniPromoCardOn4thPosition = false;
-    }
-    if (isChargeCardEnabled || creditAccountLimit === -1) {
-        cardsToRemove.add('zeni_promo_card');
-        isZeniPromoCardOn4thPosition = false;
     }
     if (hasTopExAccess === false) {
         cardsToRemove.add('top_expenses');
@@ -160,57 +153,29 @@ export const getDashboard = createSelector(tenantSelector, getCardBalance, getCa
         cardsToRemove.add('bill_pay_card');
         cardsToRemove.add('reimbursement_card');
     }
-    // //show cards carousel as priority, if ZC promo is coming in 2nd position, follow show promos based on Checking promo > Bills & Reimbursement promo
-    // //else if ZC promo is coming in 3rd position, follow ZC promo > Checking promo > Bills & Reimbursement promo
-    if (isZeniPromoCardOn4thPosition) {
+    const showZeniAccountsPromoCard = zeniAccountsPromoCard.isShowDepositAccountsPromo === true;
+    if (showZeniAccountsPromoCard) {
         cardsToRemove.add('bill_pay_promo_card');
         cardsToRemove.add('reimbursement_promo_card');
-        cardsToRemove.add('zeni_accounts_promo_card');
     }
     else {
-        const showZeniAccountsPromoCard = zeniAccountsPromoCard.isShowDepositAccountsPromo === true;
-        if (showZeniAccountsPromoCard) {
-            cardsToRemove.add('bill_pay_promo_card');
-            cardsToRemove.add('reimbursement_promo_card');
-        }
-        else {
-            cardsToRemove.add('zeni_accounts_promo_card');
-        }
+        cardsToRemove.add('zeni_accounts_promo_card');
     }
     // remove treasury promo card if its already enabled
     const isTreasuryTOSAccepted = tenants.currentTenant.companyTreasuryInfo?.info?.isTreasuryTOSAccepted;
     if (isTreasuryTOSAccepted === true || isTreasuryFeatureEnabled === false) {
         cardsToRemove.add('treasury_promo_card');
     }
-    // More than one promo card can't be shown in the dashboard(Priority: Treasury>Cards>Accounts>Bill> Remi)
-    // There is an exception when number of card accounts connected to QBO is zero, in that case we replace card_balance tile in 2nd position with zeni_promo_card,
-    // so 3rd position tile could be any other promo card based on priority order.
+    // More than one promo card can't be shown on the dashboard (priority: Treasury > Accounts > Bill > Remi).
     const PROMO_CARD_PRIORITY_ORDER = [
         'treasury_promo_card',
-        'zeni_promo_card',
         'zeni_accounts_promo_card',
         'bill_pay_promo_card',
         'reimbursement_promo_card',
     ];
-    const promoCards = PROMO_CARD_PRIORITY_ORDER;
-    const promoCardsTobeRetained = promoCards.filter((c) => !cardsToRemove.has(c));
+    const promoCardsTobeRetained = PROMO_CARD_PRIORITY_ORDER.filter((c) => !cardsToRemove.has(c));
     if (promoCardsTobeRetained.length > 1) {
-        const cardsToKeep = new Set();
-        if (cardsToRemove.has('card_balance') &&
-            promoCardsTobeRetained.includes('zeni_promo_card')) {
-            // zeni_promo_card is the primary promo card when card_balance is removed
-            cardsToKeep.add('zeni_promo_card');
-            // Also keep the highest priority non-zeni promo card as the 2nd
-            const secondCard = promoCardsTobeRetained.find((card) => card !== 'zeni_promo_card');
-            if (secondCard != null) {
-                cardsToKeep.add(secondCard);
-            }
-        }
-        else {
-            // Keep only the highest priority promo card
-            cardsToKeep.add(promoCardsTobeRetained[0]);
-        }
-        // Remove all other promo cards not in cardsToKeep
+        const cardsToKeep = new Set([promoCardsTobeRetained[0]]);
         promoCardsTobeRetained.forEach((card) => {
             if (!cardsToKeep.has(card)) {
                 cardsToRemove.add(card);

package/lib/esm/view/people/initializeEditPersonEpic.js

@@ -1,5 +1,7 @@
 import { from } from 'rxjs';
 import { filter, mergeMap } from 'rxjs/operators';
+import { filterChargeCardRolesWhenProductDisabled } from '../../entity/company/cardsVisibilityHelpers';
+import { getCurrentTenant } from '../../entity/tenant/tenantSelector';
 import { getUserByUserId } from '../../entity/user/userSelector';
 import { getUserRoleByUserId } from '../../entity/userRole/userRoleSelector';
 import { initializeEditPerson, peopleSaveDataInLocalStore, } from './peopleReducer';
@@ -18,11 +20,13 @@ export const initializeEditPersonEpic = (actions$, state$) => actions$.pipe(filt
         };
         const email = person.user?.email;
         const { userRoles, managerUserId: managerId, accountingClassIDs, } = person.userRole;
+        const currentTenant = getCurrentTenant(state$.value);
+        const rolesForLocalStore = filterChargeCardRolesWhenProductDisabled(userRoles, currentTenant.company);
         fetchActions.push(peopleSaveDataInLocalStore({
             peopleLocalData: [
                 {
                     email: email != null ? [email] : [],
-                    role: userRoles,
+                    role: rolesForLocalStore,
                     managerId,
                     departmentId: accountingClassIDs[0],
                 },

package/lib/esm/view/people/invitePeopleEpic.js

@@ -1,6 +1,8 @@
 import { of } from 'rxjs';
 import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { filterChargeCardRolesWhenProductDisabled } from '../../entity/company/cardsVisibilityHelpers';
 import { openSnackbar } from '../../entity/snackbar/snackbarReducer';
+import { getCurrentTenant } from '../../entity/tenant/tenantSelector';
 import { updateAllUsers } from '../../entity/user/userReducer';
 import { updateUserRoles } from '../../entity/userRole/userRoleReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../responsePayload';
@@ -8,7 +10,8 @@ import { updateManagersListOnRoleChange, } from './helpers/updateManagersListOnR
 import { invitePeople, invitePeopleFailure, invitePeopleSuccess, } from './peopleReducer';
 export const invitePeopleEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(invitePeople.match), switchMap(() => {
     const peopleLocalData = state$.value.peopleState.personDetails.localData;
-    const invitePayload = toInvitePayloadFromLocalData(peopleLocalData);
+    const currentTenant = getCurrentTenant(state$.value);
+    const invitePayload = toInvitePayloadFromLocalData(peopleLocalData, currentTenant.company);
     return zeniAPI
         .postAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/invites`, invitePayload)
         .pipe(mergeMap((response) => {
@@ -31,11 +34,11 @@ export const invitePeopleEpic = (actions$, state$, zeniAPI) => actions$.pipe(fil
         }
     }), catchError((error) => of(invitePeopleFailure(createZeniAPIStatus('Unexpected error', 'User Roles REST API call errored out' + JSON.stringify(error))))));
 }));
-const toInvitePayloadFromLocalData = (peopleLocalData) => {
+const toInvitePayloadFromLocalData = (peopleLocalData, company) => {
     const invitedPeople = peopleLocalData
         .map((local) => {
         const rolesPayload = {};
-        local.role.forEach((role) => {
+        filterChargeCardRolesWhenProductDisabled(local.role, company).forEach((role) => {
             rolesPayload[`is_${role}`] = true;
         });
         return local.email.map((mail) => {

package/lib/esm/view/people/peopleSaveUpdatesEpic.js

@@ -1,6 +1,8 @@
 import { from, of } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { filterChargeCardRolesWhenProductDisabled } from '../../entity/company/cardsVisibilityHelpers';
 import { openSnackbar } from '../../entity/snackbar/snackbarReducer';
+import { getCurrentTenant } from '../../entity/tenant/tenantSelector';
 import { updateUserRoles } from '../../entity/userRole/userRoleReducer';
 import { hasZeniRoleOrCompanyOfficerAccess } from '../../entity/userRole/userRoleType';
 import { createZeniAPIStatus, isSuccessResponse } from '../../responsePayload';
@@ -10,7 +12,8 @@ export const peopleSaveUpdatesEpic = (actions$, state$, zeniAPI) => actions$.pip
     const { localData, person } = state$.value.peopleState.personDetails;
     const { userRole } = person;
     const { isZeniTenant } = action.payload;
-    const updatesPayload = toPersonUpdatableInfoPayload(localData[0], isZeniTenant, person);
+    const currentTenant = getCurrentTenant(state$.value);
+    const updatesPayload = toPersonUpdatableInfoPayload(localData[0], isZeniTenant, person, currentTenant.company);
     return zeniAPI
         .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/user-roles/${userRole.userRoleId}`, updatesPayload)
         .pipe(mergeMap((response) => {
@@ -37,7 +40,7 @@ export const peopleSaveUpdatesEpic = (actions$, state$, zeniAPI) => actions$.pip
         }
     }), catchError((error) => of(peopleSaveUpdatesFailure(createZeniAPIStatus('Unexpected error', 'User Roles save updates errored out' + JSON.stringify(error))))));
 }));
-const toPersonUpdatableInfoPayload = (info, isZeniTenant, person) => {
+const toPersonUpdatableInfoPayload = (info, isZeniTenant, person, company) => {
     const payload = {};
     const { accountingClassIDs, managerUserId, userRoles } = person.userRole;
     if (info.departmentId != null &&
@@ -52,6 +55,7 @@ const toPersonUpdatableInfoPayload = (info, isZeniTenant, person) => {
             info.managerId !== 'no_manager' ? info.managerId : null;
     }
     if (info.role != null) {
+        const rolesForUpdate = filterChargeCardRolesWhenProductDisabled(info.role, company);
         /**
          * Mark previously selected roles as false and new roles true
          */
@@ -62,7 +66,7 @@ const toPersonUpdatableInfoPayload = (info, isZeniTenant, person) => {
             }
             rolesPayload[`is_${role}`] = false;
         });
-        info.role.forEach((role) => {
+        rolesForUpdate.forEach((role) => {
             rolesPayload[`is_${role}`] = true;
         });
         Object.assign(payload, rolesPayload);

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

@@ -1,4 +1,5 @@
-import { isTenantBankingOnly, isTenantCardsOnly, isTenantUsingAccountingServices, } from '../../entity/tenant/tenantSelector';
+import { isCardsProductEnabledOnCompany } from '../../entity/company/cardsVisibilityHelpers';
+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 +11,9 @@ 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 +31,9 @@ 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;
@@ -55,7 +58,8 @@ export const isBankConnectionsTabVisible = (currentTenant, userRoleMap) => {
         return (hasBillPayAccessible(currentTenant, userRoleMap) ||
             hasReimbursementAccessible(currentTenant, userRoleMap) ||
             hasZeniAccountsAccessible(currentTenant, userRoleMap) ||
-            hasChargeCardAccessible(currentTenant, userRoleMap));
+            (hasChargeCardAccessible(currentTenant, userRoleMap) &&
+                isCardsProductEnabledOnCompany(currentTenant.company)));
     }
     else {
         return false;
@@ -69,7 +73,8 @@ export const isBusinessVerificationTabVisible = (currentTenant, userRoleMap) =>
         return (hasBillPayAccessible(currentTenant, userRoleMap) ||
             hasReimbursementAccessible(currentTenant, userRoleMap) ||
             hasZeniAccountsAccessible(currentTenant, userRoleMap) ||
-            hasChargeCardAccessible(currentTenant, userRoleMap));
+            (hasChargeCardAccessible(currentTenant, userRoleMap) &&
+                isCardsProductEnabledOnCompany(currentTenant.company)));
     }
     else {
         return false;
@@ -94,7 +99,7 @@ export const isIntegrationsTabVisible = (userRole, isDebitCardFlagEnabled, curre
     }
     if (isSettingsVisible(currentTenant)) {
         return (hasFullOrAdminLevelAccess(userRole) &&
-            (isTenantUsingAccountingServices(currentTenant) ||
+            (isTenantAccountingServicesEnabled(currentTenant) ||
                 !(isTenantBankingOnly(isDebitCardFlagEnabled, currentTenant) ||
                     isTenantCardsOnly(currentTenant))));
     }
@@ -147,6 +152,7 @@ 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/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/index.d.ts

@@ -68,6 +68,7 @@ import { ChargeCardTransaction, ChargeCardTransactionStatus, ChargeCardTransacti
 import { ChargeCardTransactionPayload, TransactionReceiptsPayload, attachmentFilePathToAttachment } from './entity/chargeCardTransaction/chargeCardTransactionPayload';
 import { updateChargeCardTransactionAttachments } from './entity/chargeCardTransaction/chargeCardTransactionReducer';
 import { updateChargeCardTransactionFromPusher, updateChargeCardTransactionReceiptFromPusher, updateChargeCardTransactionStatusFromPusher } from './entity/chargeCardTransaction/chargeCardTransactionReducer';
+import { filterChargeCardRolesWhenProductDisabled, isCardsProductEnabledOnCompany } from './entity/company/cardsVisibilityHelpers';
 import { getControllersName, getFirstControllerEmail, getFirstControllerId } from './entity/company/companyHelper';
 import { CompanyWithSchema, ControllerUserDetails, getCompanyByCompanyId, getCompanyInfoForAllCockpitCompaniesInState, getControllersForCompany } from './entity/company/companySelector';
 import { ALL_ACCOUNTING_CONNECTION_CREATION_MODES, AccountingConnectionCreationMode, Company, CompanyBillPayInfo, CompanyChargeCardInfo, CompanyConfigInfo, CompanyDebitCardInfo, CompanyFeaturesActivationInfo, CompanyIncInfo, CompanyInfo, CompanyLocaleInfo, CompanyManagementInfo, CompanyManagementUserRole, CompanyMileageConfigInfo, CompanyOnboardingAiActivationInfo, CompanyQuestionaire, CompanyReimbursementInfo, CompanyTaxInfo, CompanyZeniAccountInfo, IdentityVerificationStatus, OnboardingIdentityVerficationStatus, OnboardingInfo, OnboardingStepInfo, OnboardingStepsInfo, ParentSubsidiaryInfo, UserReimbursementInfo, isCompanyEligibleForTreasury } from './entity/company/companyStateTypes';
@@ -768,7 +769,7 @@ export { SubscriptionAddOn, SubscriptionAddOnWithSchema, SubscriptionAddOnSchema
 export { SubscriptionCoupon, SubscriptionCouponSchemaKeys };
 export { SubscriptionPlan, SubscriptionPlanSchemaKeys };
 export { SubscriptionSummary, SubscriptionSummarySchemaKeys };
-export { CompanyInfo, CompanyLocaleInfo, CompanyIncInfo, CompanyTaxInfo, CompanyQuestionaire, CompanyManagementInfo, CompanyManagementUserRole, Company, ParentSubsidiaryInfo, CompanyConfigInfo, CompanyReimbursementInfo, CompanyZeniAccountInfo, CompanyBillPayInfo, CompanyChargeCardInfo, CompanyDebitCardInfo, CompanyFeaturesActivationInfo, CompanyMileageConfigInfo, CompanyOnboardingAiActivationInfo, UserReimbursementInfo, OnboardingInfo, OnboardingStepsInfo, OnboardingStepInfo, AccountingConnectionCreationMode, ALL_ACCOUNTING_CONNECTION_CREATION_MODES, OnboardingIdentityVerficationStatus, IdentityVerificationStatus, isCompanyEligibleForTreasury, };
+export { CompanyInfo, CompanyLocaleInfo, CompanyIncInfo, CompanyTaxInfo, CompanyQuestionaire, CompanyManagementInfo, CompanyManagementUserRole, Company, ParentSubsidiaryInfo, CompanyConfigInfo, CompanyReimbursementInfo, CompanyZeniAccountInfo, CompanyBillPayInfo, CompanyChargeCardInfo, CompanyDebitCardInfo, CompanyFeaturesActivationInfo, CompanyMileageConfigInfo, CompanyOnboardingAiActivationInfo, UserReimbursementInfo, OnboardingInfo, OnboardingStepsInfo, OnboardingStepInfo, AccountingConnectionCreationMode, ALL_ACCOUNTING_CONNECTION_CREATION_MODES, OnboardingIdentityVerficationStatus, IdentityVerificationStatus, isCompanyEligibleForTreasury, isCardsProductEnabledOnCompany, filterChargeCardRolesWhenProductDisabled, };
 export { getCompanyByCompanyId, CompanyWithSchema, getControllersForCompany, getCompanyInfoForAllCockpitCompaniesInState, ControllerUserDetails, getFirstControllerEmail, getFirstControllerId, getControllersName, };
 export type { ZeniUsersResponse } from './view/companyView/companyViewPayload';
 export { CompanyView };