Merge pull request #44166 from software-mansion-labs/@szymczak/sage-i…

…ntacct-import-page

@szymczak/sage intacct import page

src/CONST.ts

@@ -609,6 +609,7 @@ const CONST = {
     TRAVEL_TERMS_URL: `${USE_EXPENSIFY_URL}/travelterms`,
     EXPENSIFY_PACKAGE_FOR_SAGE_INTACCT: 'https://www.expensify.com/tools/integrations/downloadPackage',
     EXPENSIFY_PACKAGE_FOR_SAGE_INTACCT_FILE_NAME: 'ExpensifyPackageForSageIntacct',
+    SAGE_INTACCT_INSTRUCTIONS: 'https://help.expensify.com/articles/expensify-classic/integrations/accounting-integrations/Sage-Intacct',
     HOW_TO_CONNECT_TO_SAGE_INTACCT: 'https://help.expensify.com/articles/expensify-classic/integrations/accounting-integrations/Sage-Intacct#how-to-connect-to-sage-intacct',
     PRICING: `https://www.expensify.com/pricing`,
 
@@ -1345,7 +1346,23 @@ const CONST = {
         },
     },
 
+    SAGE_INTACCT_MAPPING_VALUE: {
+        NONE: 'NONE',
+        DEFAULT: 'DEFAULT',
+        TAG: 'TAG',
+        REPORT_FIELD: 'REPORT_FIELD',
+    },
+
     SAGE_INTACCT_CONFIG: {
+        MAPPINGS: {
+            DEPARTMENTS: 'departments',
+            CLASSES: 'classes',
+            LOCATIONS: 'locations',
+            CUSTOMERS: 'customers',
+            PROJECTS: 'projects',
+        },
+        SYNC_ITEMS: 'syncItems',
+        TAX: 'tax',
         EXPORT: 'export',
         EXPORT_DATE: 'exportDate',
         NON_REIMBURSABLE_CREDIT_CARD_VENDOR: 'nonReimbursableCreditCardChargeDefaultVendor',

src/ONYXKEYS.ts

@@ -564,6 +564,8 @@ const ONYXKEYS = {
         NETSUITE_TOKEN_INPUT_FORM_DRAFT: 'netsuiteTokenInputFormDraft',
         NETSUITE_CUSTOM_FORM_ID_FORM: 'netsuiteCustomFormIDForm',
         NETSUITE_CUSTOM_FORM_ID_FORM_DRAFT: 'netsuiteCustomFormIDFormDraft',
+        SAGE_INTACCT_DIMENSION_TYPE_FORM: 'sageIntacctDimensionTypeForm',
+        SAGE_INTACCT_DIMENSION_TYPE_FORM_DRAFT: 'sageIntacctDimensionTypeFormDraft',
     },
 } as const;
 
@@ -629,6 +631,7 @@ type OnyxFormValuesMapping = {
     [ONYXKEYS.FORMS.SAGE_INTACCT_CREDENTIALS_FORM]: FormTypes.SageIntactCredentialsForm;
     [ONYXKEYS.FORMS.NETSUITE_TOKEN_INPUT_FORM]: FormTypes.NetSuiteTokenInputForm;
     [ONYXKEYS.FORMS.NETSUITE_CUSTOM_FORM_ID_FORM]: FormTypes.NetSuiteCustomFormIDForm;
+    [ONYXKEYS.FORMS.SAGE_INTACCT_DIMENSION_TYPE_FORM]: FormTypes.SageIntacctDimensionForm;
 };
 
 type OnyxFormDraftValuesMapping = {

src/ROUTES.ts

@@ -3,6 +3,7 @@ import type CONST from './CONST';
 import type {IOUAction, IOUType} from './CONST';
 import type {IOURequestType} from './libs/actions/IOU';
 import type {AuthScreensParamList} from './libs/Navigation/types';
+import type {SageIntacctMappingName} from './types/onyx/Policy';
 import type {SearchQuery} from './types/onyx/SearchResults';
 import type AssertTypesNotEqual from './types/utils/AssertTypesNotEqual';
 
@@ -1121,6 +1122,30 @@ const ROUTES = {
         route: 'settings/workspaces/:policyID/accounting/sage-intacct/existing-connections',
         getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/sage-intacct/existing-connections` as const,
     },
+    POLICY_ACCOUNTING_SAGE_INTACCT_IMPORT: {
+        route: 'settings/workspaces/:policyID/accounting/sage-intacct/import',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/sage-intacct/import` as const,
+    },
+    POLICY_ACCOUNTING_SAGE_INTACCT_TOGGLE_MAPPINGS: {
+        route: 'settings/workspaces/:policyID/accounting/sage-intacct/import/toggle-mapping/:mapping',
+        getRoute: (policyID: string, mapping: SageIntacctMappingName) => `settings/workspaces/${policyID}/accounting/sage-intacct/import/toggle-mapping/${mapping}` as const,
+    },
+    POLICY_ACCOUNTING_SAGE_INTACCT_MAPPINGS_TYPE: {
+        route: 'settings/workspaces/:policyID/accounting/sage-intacct/import/mapping-type/:mapping',
+        getRoute: (policyID: string, mapping: string) => `settings/workspaces/${policyID}/accounting/sage-intacct/import/mapping-type/${mapping}` as const,
+    },
+    POLICY_ACCOUNTING_SAGE_INTACCT_USER_DIMENSIONS: {
+        route: 'settings/workspaces/:policyID/accounting/sage-intacct/import/user-dimensions',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/sage-intacct/import/user-dimensions` as const,
+    },
+    POLICY_ACCOUNTING_SAGE_INTACCT_ADD_USER_DIMENSION: {
+        route: 'settings/workspaces/:policyID/accounting/sage-intacct/import/add-user-dimension',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/sage-intacct/import/add-user-dimension` as const,
+    },
+    POLICY_ACCOUNTING_SAGE_INTACCT_EDIT_USER_DIMENSION: {
+        route: 'settings/workspaces/:policyID/accounting/sage-intacct/import/edit-user-dimension/:dimensionName',
+        getRoute: (policyID: string, dimensionName: string) => `settings/workspaces/${policyID}/accounting/sage-intacct/import/edit-user-dimension/${dimensionName}` as const,
+    },
     POLICY_ACCOUNTING_SAGE_INTACCT_EXPORT: {
         route: 'settings/workspaces/:policyID/accounting/sage-intacct/export',
         getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/sage-intacct/export` as const,

src/SCREENS.ts

@@ -309,6 +309,12 @@ const SCREENS = {
             SAGE_INTACCT_PREREQUISITES: 'Policy_Accounting_Sage_Intacct_Prerequisites',
             ENTER_SAGE_INTACCT_CREDENTIALS: 'Policy_Enter_Sage_Intacct_Credentials',
             EXISTING_SAGE_INTACCT_CONNECTIONS: 'Policy_Existing_Sage_Intacct_Connections',
+            SAGE_INTACCT_IMPORT: 'Policy_Accounting_Sage_Intacct_Import',
+            SAGE_INTACCT_TOGGLE_MAPPING: 'Policy_Accounting_Sage_Intacct_Toggle_Mapping',
+            SAGE_INTACCT_MAPPING_TYPE: 'Policy_Accounting_Sage_Intacct_Mapping_Type',
+            SAGE_INTACCT_USER_DIMENSIONS: 'Policy_Accounting_Sage_Intacct_User_Dimensions',
+            SAGE_INTACCT_ADD_USER_DIMENSION: 'Policy_Accounting_Sage_Intacct_Add_User_Dimension',
+            SAGE_INTACCT_EDIT_USER_DIMENSION: 'Policy_Accounting_Sage_Intacct_Edit_User_Dimension',
             SAGE_INTACCT_EXPORT: 'Policy_Accounting_Sage_Intacct_Export',
             SAGE_INTACCT_PREFERRED_EXPORTER: 'Policy_Accounting_Sage_Intacct_Preferred_Exporter',
             SAGE_INTACCT_EXPORT_DATE: 'Policy_Accounting_Sage_Intacct_Export_Date',

src/components/Form/types.ts

@@ -20,6 +20,7 @@ import type TextInput from '@components/TextInput';
 import type TextPicker from '@components/TextPicker';
 import type ValuePicker from '@components/ValuePicker';
 import type BusinessTypePicker from '@pages/ReimbursementAccount/BusinessInfo/substeps/TypeBusiness/BusinessTypePicker';
+import type DimensionTypeSelector from '@pages/workspace/accounting/intacct/import/DimensionTypeSelector';
 import type {Country} from '@src/CONST';
 import type {OnyxFormKey, OnyxValues} from '@src/ONYXKEYS';
 import type {BaseForm} from '@src/types/form/Form';
@@ -39,6 +40,7 @@ type ValidInputs =
     | typeof CurrencySelector
     | typeof AmountForm
     | typeof BusinessTypePicker
+    | typeof DimensionTypeSelector
     | typeof StateSelector
     | typeof RoomNameInput
     | typeof ValuePicker

src/components/Icon/Illustrations.ts

@@ -8,6 +8,7 @@ import ConciergeExclamation from '@assets/images/product-illustrations/concierge
 import CreditCardsBlue from '@assets/images/product-illustrations/credit-cards--blue.svg';
 import EmptyStateExpenses from '@assets/images/product-illustrations/emptystate__expenses.svg';
 import EmptyStateTravel from '@assets/images/product-illustrations/emptystate__travel.svg';
+import FolderWithPapers from '@assets/images/product-illustrations/folder-with-papers.svg';
 import GpsTrackOrange from '@assets/images/product-illustrations/gps-track--orange.svg';
 import Hands from '@assets/images/product-illustrations/home-illustration-hands.svg';
 import InvoiceOrange from '@assets/images/product-illustrations/invoice--orange.svg';
@@ -197,5 +198,6 @@ export {
     CheckmarkCircle,
     CreditCardEyes,
     LockClosedOrange,
+    FolderWithPapers,
     VirtualCard,
 };

src/languages/en.ts

@@ -2,7 +2,7 @@ import {CONST as COMMON_CONST, Str} from 'expensify-common';
 import {startCase} from 'lodash';
 import CONST from '@src/CONST';
 import type {Country} from '@src/CONST';
-import type {ConnectionName, PolicyConnectionSyncStage} from '@src/types/onyx/Policy';
+import type {ConnectionName, PolicyConnectionSyncStage, SageIntacctMappingName} from '@src/types/onyx/Policy';
 import type {
     AddressLineParams,
     AdminCanceledRequestParams,
@@ -2005,6 +2005,7 @@ export default {
             categories: 'Categories',
             tags: 'Tags',
             reportFields: 'Report fields',
+            reportField: 'Report field',
             taxes: 'Taxes',
             bills: 'Bills',
             invoices: 'Invoices',
@@ -2037,6 +2038,9 @@ export default {
             welcomeNote: ({workspaceName}: WelcomeNoteParams) =>
                 `You have been invited to ${workspaceName || 'a workspace'}! Download the Expensify mobile app at use.expensify.com/download to start tracking your expenses.`,
             subscription: 'Subscription',
+            lineItemLevel: 'Line-item level',
+            reportLevel: 'Report level',
+            appliedOnExport: 'Not imported into Expensify, applied on export',
         },
         qbo: {
             importDescription: 'Choose which coding configurations to import from QuickBooks Online to Expensify.',
@@ -2506,6 +2510,42 @@ export default {
             reuseExistingConnection: 'Reuse existing connection',
             existingConnections: 'Existing connections',
             sageIntacctLastSync: (formattedDate: string) => `Sage Intacct - Last synced ${formattedDate}`,
+            employeeDefault: 'Sage Intacct employee default',
+            employeeDefaultDescription: "The employee's default department will be applied to their expenses in Sage Intacct if one exists.",
+            displayedAsTagDescription: "Department will be selectable for each individual expense on an employee's report.",
+            displayedAsReportFieldDescription: "Department selection will apply to all expenses on an employee's report.",
+            toggleImportTitleFirstPart: 'Choose how to handle Sage Intacct ',
+            toggleImportTitleSecondPart: ' in Expensify.',
+            expenseTypes: 'Expense types',
+            expenseTypesDescription: 'Sage Intacct expense types import into Expensify as categories.',
+            importTaxDescription: 'Import purchase tax rate from Sage Intacct.',
+            userDefinedDimensions: 'User-defined dimensions',
+            addUserDefinedDimension: 'Add user-defined dimension',
+            integrationName: 'Integration name',
+            dimensionExists: 'A dimension with this name already exists.',
+            removeDimension: 'Remove user-defined dimension',
+            removeDimensionPrompt: 'Are you sure you want to remove this user-defined dimension?',
+            userDefinedDimension: 'User-defined dimension',
+            addAUserDefinedDimension: 'Add a user-defined dimension',
+            detailedInstructionsLink: 'View detailed instructions',
+            detailedInstructionsRestOfSentence: ' on adding user-defined dimensions.',
+            userDimensionsAdded: (dimensionsCount: number) => `${dimensionsCount} ${Str.pluralize('UDD', `UDDs`, dimensionsCount)} added`,
+            mappingTitle: (mappingName: SageIntacctMappingName): string => {
+                switch (mappingName) {
+                    case CONST.SAGE_INTACCT_CONFIG.MAPPINGS.DEPARTMENTS:
+                        return 'departments';
+                    case CONST.SAGE_INTACCT_CONFIG.MAPPINGS.CLASSES:
+                        return 'classes';
+                    case CONST.SAGE_INTACCT_CONFIG.MAPPINGS.LOCATIONS:
+                        return 'locations';
+                    case CONST.SAGE_INTACCT_CONFIG.MAPPINGS.CUSTOMERS:
+                        return 'customers';
+                    case CONST.SAGE_INTACCT_CONFIG.MAPPINGS.PROJECTS:
+                        return 'projects (jobs)';
+                    default:
+                        return 'mappings';
+                }
+            },
         },
         type: {
             free: 'Free',