Sage Intacct settings configuration: Advanced

src/CONST.ts

@@ -1355,6 +1355,19 @@ const CONST = {
         NON_REIMBURSABLE: 'nonReimbursable',
         EXPORTER: 'exporter',
         REIMBURSABLE: 'reimbursable',
+        AUTO_SYNC: 'autoSync',
+        AUTO_SYNC_ENABLED: 'enabled',
+        IMPORT_EMPLOYEES: 'importEmployees',
+        APPROVAL_MODE: 'approvalMode',
+        SYNC: 'sync',
+        SYNC_REIMBURSED_REPORTS: 'syncReimbursedReports',
+        REIMBURSEMENT_ACCOUNT_ID: 'reimbursementAccountID',
+    },
+
+    SAGE_INTACCT: {
+        APPROVAL_MODE: {
+            APPROVAL_MANUAL: 'APPROVAL_MANUAL',
+        },
     },
 
     QUICKBOOKS_REIMBURSABLE_ACCOUNT_TYPE: {

src/ROUTES.ts

@@ -1144,6 +1144,14 @@ const ROUTES = {
         route: 'settings/workspaces/:policyID/accounting/sage-intacct/export/nonreimbursable/credit-card-account',
         getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/sage-intacct/export/nonreimbursable/credit-card-account` as const,
     },
+    POLICY_ACCOUNTING_SAGE_INTACCT_ADVANCED: {
+        route: 'settings/workspaces/:policyID/accounting/sage-intacct/advanced',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/sage-intacct/advanced` as const,
+    },
+    POLICY_ACCOUNTING_SAGE_INTACCT_PAYMENT_ACCOUNT: {
+        route: 'settings/workspaces/:policyID/accounting/sage-intacct/advanced/payment-account',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/sage-intacct/advanced/payment-account` as const,
+    },
 } as const;
 
 /**

src/SCREENS.ts

@@ -316,6 +316,8 @@ const SCREENS = {
             SAGE_INTACCT_NON_REIMBURSABLE_EXPENSES: 'Policy_Accounting_Sage_Intacct_Non_Reimbursable_Expenses',
             SAGE_INTACCT_DEFAULT_VENDOR: 'Policy_Accounting_Sage_Intacct_Default_Vendor',
             SAGE_INTACCT_NON_REIMBURSABLE_CREDIT_CARD_ACCOUNT: 'Policy_Accounting_Sage_Intacct_Non_Reimbursable_Credit_Card_Account',
+            SAGE_INTACCT_ADVANCED: 'Policy_Accounting_Sage_Intacct_Advanced',
+            SAGE_INTACCT_PAYMENT_ACCOUNT: 'Policy_Accounting_Sage_Intacct_Payment_Account',
         },
         INITIAL: 'Workspace_Initial',
         PROFILE: 'Workspace_Profile',

src/components/SelectionScreen.tsx

@@ -1,12 +1,18 @@
 import {isEmpty} from 'lodash';
 import React from 'react';
+import type {StyleProp, ViewStyle} from 'react-native';
 import useLocalize from '@hooks/useLocalize';
+import useThemeStyles from '@hooks/useThemeStyles';
 import * as PolicyUtils from '@libs/PolicyUtils';
 import type {AccessVariant} from '@pages/workspace/AccessOrNotFoundWrapper';
 import AccessOrNotFoundWrapper from '@pages/workspace/AccessOrNotFoundWrapper';
 import type {TranslationPaths} from '@src/languages/types';
+import type * as OnyxCommon from '@src/types/onyx/OnyxCommon';
 import type {ConnectionName, PolicyFeatureName} from '@src/types/onyx/Policy';
+import type {ReceiptErrors} from '@src/types/onyx/Transaction';
+import {isEmptyObject} from '@src/types/utils/EmptyObject';
 import HeaderWithBackButton from './HeaderWithBackButton';
+import OfflineWithFeedback from './OfflineWithFeedback';
 import ScreenWrapper from './ScreenWrapper';
 import SelectionList from './SelectionList';
 import type RadioListItem from './SelectionList/RadioListItem';
@@ -63,6 +69,18 @@ type SelectionScreenProps = {
 
     /** Name of the current connection */
     connectionName: ConnectionName;
+
+    /** The type of action that's pending  */
+    pendingAction?: OnyxCommon.PendingAction | null;
+
+    /** The errors to display  */
+    errors?: OnyxCommon.Errors | ReceiptErrors | null;
+
+    /** Additional style object for the error row */
+    errorRowStyles?: StyleProp<ViewStyle>;
+
+    /** A function to run when the X button next to the error is clicked */
+    onClose?: () => void;
 };
 
 function SelectionScreen({
@@ -81,8 +99,13 @@ function SelectionScreen({
     featureName,
     shouldBeBlocked,
     connectionName,
+    pendingAction,
+    errors,
+    errorRowStyles,
+    onClose,
 }: SelectionScreenProps) {
     const {translate} = useLocalize();
+    const styles = useThemeStyles();
 
     const policy = PolicyUtils.getPolicy(policyID);
     const isConnectionEmpty = isEmpty(policy?.connections?.[connectionName]);
@@ -95,24 +118,33 @@ function SelectionScreen({
             shouldBeBlocked={isConnectionEmpty || shouldBeBlocked}
         >
             <ScreenWrapper
-                includeSafeAreaPaddingBottom={false}
+                includeSafeAreaPaddingBottom={!!errors && !isEmptyObject(errors)}
                 testID={displayName}
             >
                 <HeaderWithBackButton
                     title={translate(title)}
                     onBackButtonPress={onBackButtonPress}
                 />
-                <SelectionList
-                    onSelectRow={onSelectRow}
-                    headerContent={headerContent}
-                    sections={sections}
-                    ListItem={listItem}
-                    showScrollIndicator
-                    shouldShowTooltips={false}
-                    initiallyFocusedOptionKey={initiallyFocusedOptionKey}
-                    listEmptyContent={listEmptyContent}
-                    listFooterContent={listFooterContent}
-                />
+                {headerContent}
+                <OfflineWithFeedback
+                    pendingAction={pendingAction}
+                    errors={errors}
+                    errorRowStyles={[errorRowStyles]}
+                    onClose={onClose}
+                    style={[styles.flex1]}
+                    contentContainerStyle={[styles.flex1]}
+                >
+                    <SelectionList
+                        onSelectRow={onSelectRow}
+                        sections={sections}
+                        ListItem={listItem}
+                        showScrollIndicator
+                        shouldShowTooltips={false}
+                        initiallyFocusedOptionKey={initiallyFocusedOptionKey}
+                        listEmptyContent={listEmptyContent}
+                        listFooterContent={listFooterContent}
+                    />
+                </OfflineWithFeedback>
             </ScreenWrapper>
         </AccessOrNotFoundWrapper>
     );

src/languages/en.ts

@@ -2261,6 +2261,14 @@ export default {
             exportPreferredExporterSubNote: 'Once set, the preferred exporter will see reports for export in their account.',
             noAccountsFound: 'No accounts found',
             noAccountsFoundDescription: `Add the account in Sage Intacct and sync the connection again.`,
+            autoSync: 'Auto-sync',
+            autoSyncDescription: 'Sync Sage Intacct and Expensify automatically, every day.',
+            inviteEmployees: 'Invite employees',
+            inviteEmployeesDescription:
+                'Import Sage Intacct employee records and invite employees to this workspace. Your approval workflow will default to manager approval and can be furthered configured on the Members page.',
+            syncReimbursedReports: 'Sync reimbursed reports',
+            syncReimbursedReportsDescription: 'When a report is reimbursed using Expensify ACH, the corresponding puchase bill will be created in the Sage Intacct account below.',
+            paymentAccount: 'Sage Intacct payment account',
         },
         netsuite: {
             subsidiary: 'Subsidiary',

src/languages/es.ts

@@ -2302,6 +2302,15 @@ export default {
             exportPreferredExporterSubNote: 'Una vez configurado, el exportador preferido verá los informes para exportar en su cuenta.',
             noAccountsFound: 'No se ha encontrado ninguna cuenta',
             noAccountsFoundDescription: 'Añade la cuenta en Sage Intacct y sincroniza de nuevo la conexión.',
+            autoSync: 'Sincronización automática',
+            autoSyncDescription: 'Sincronice Sage Intacct y Expensify automáticamente, todos los días.',
+            inviteEmployees: 'Invitar a los empleados',
+            inviteEmployeesDescription:
+                'Importe los registros de empleados de Sage Intacct e invite a los empleados a este espacio de trabajo. Su flujo de trabajo de aprobación será por defecto la aprobación del gerente y se puede configurar aún más en la página Miembros.',
+            syncReimbursedReports: 'Sincronizar informes reembolsados',
+            syncReimbursedReportsDescription:
+                'Cuando un informe se reembolsa utilizando Expensify ACH, la factura de compra correspondiente se creará en la cuenta de Sage Intacct a continuación.',
+            paymentAccount: 'Cuenta de pago Sage Intacct',
         },
         netsuite: {
             subsidiary: 'Subsidiaria',

src/libs/API/types.ts

@@ -276,6 +276,11 @@ const WRITE_COMMANDS = {
     UPDATE_NETSUITE_CUSTOM_FORM_ID_OPTIONS_NON_REIMBURSABLE: 'UpdateNetSuiteCustomFormIDOptionsNonReimbursable',
     REQUEST_EXPENSIFY_CARD_LIMIT_INCREASE: 'RequestExpensifyCardLimitIncrease',
     CONNECT_POLICY_TO_SAGE_INTACCT: 'ConnectPolicyToSageIntacct',
+    UPDATE_SAGE_INTACCT_AUTO_SYNC: 'UpdateSageIntacctAutoSync',
+    UPDATE_SAGE_INTACCT_IMPORT_EMPLOYEES: 'UpdateSageIntacctImportEmployees',
+    UPDATE_SAGE_INTACCT_APPROVAL_MODE: 'UpdateSageIntacctApprovalMode',
+    UPDATE_SAGE_INTACCT_SYNC_REIMBURSED_REPORTS: 'UpdateSageIntacctSyncReimbursedReports',
+    UPDATE_SAGE_INTACCT_SYNC_REIMBURSEMENT_ACCOUNT_ID: 'UpdateSageIntacctSyncReimbursementAccountID',
     CONNECT_POLICY_TO_NETSUITE: 'ConnectPolicyToNetSuite',
     CLEAR_OUTSTANDING_BALANCE: 'ClearOutstandingBalance',
     UPDATE_SAGE_INTACCT_EXPORTER: 'UpdateSageIntacctExporter',
@@ -533,8 +538,14 @@ type WriteCommandParameters = {
     [WRITE_COMMANDS.UPDATE_SAGE_INTACCT_NON_REIMBURSABLE_EXPENSES_CREDIT_CARD_CHARGE_EXPORT_DEFAULT_VENDOR]: Parameters.UpdateSageIntacctGenericTypeParams<'vendorID', string>;
     [WRITE_COMMANDS.UPDATE_SAGE_INTACCT_NON_REIMBURSABLE_EXPENSES_EXPORT_ACCOUNT]: Parameters.UpdateSageIntacctGenericTypeParams<'creditCardAccountID', string>;
     [WRITE_COMMANDS.UPDATE_SAGE_INTACCT_NON_REIMBURSABLE_EXPENSES_EXPORT_VENDOR]: Parameters.UpdateSageIntacctGenericTypeParams<'vendorID', string>;
+    [WRITE_COMMANDS.UPDATE_SAGE_INTACCT_AUTO_SYNC]: Parameters.UpdateSageIntacctGenericTypeParams<'enabled', boolean>;
+    [WRITE_COMMANDS.UPDATE_SAGE_INTACCT_IMPORT_EMPLOYEES]: Parameters.UpdateSageIntacctGenericTypeParams<'enabled', boolean>;
+    [WRITE_COMMANDS.UPDATE_SAGE_INTACCT_APPROVAL_MODE]: Parameters.UpdateSageIntacctGenericTypeParams<'value', string>;
+    [WRITE_COMMANDS.UPDATE_SAGE_INTACCT_SYNC_REIMBURSED_REPORTS]: Parameters.UpdateSageIntacctGenericTypeParams<'enabled', boolean>;
+    [WRITE_COMMANDS.UPDATE_SAGE_INTACCT_SYNC_REIMBURSEMENT_ACCOUNT_ID]: Parameters.UpdateSageIntacctGenericTypeParams<'vendorID', string>;
 
     [WRITE_COMMANDS.UPGRADE_TO_CORPORATE]: Parameters.UpgradeToCorporateParams;
+
     // Netsuite parameters
     [WRITE_COMMANDS.UPDATE_NETSUITE_SUBSIDIARY]: Parameters.UpdateNetSuiteSubsidiaryParams;
     [WRITE_COMMANDS.CONNECT_POLICY_TO_NETSUITE]: Parameters.ConnectPolicyToNetSuiteParams;

src/libs/Navigation/AppNavigator/ModalStackNavigators/index.tsx

@@ -384,6 +384,9 @@ const SettingsModalStackNavigator = createModalStackNavigator<SettingsNavigatorP
         require<ReactComponentModule>('../../../../pages/workspace/accounting/intacct/export/SageIntacctDefaultVendorPage').default,
     [SCREENS.WORKSPACE.ACCOUNTING.SAGE_INTACCT_NON_REIMBURSABLE_CREDIT_CARD_ACCOUNT]: () =>
         require<ReactComponentModule>('../../../../pages/workspace/accounting/intacct/export/SageIntacctNonReimbursableCreditCardAccountPage').default,
+    [SCREENS.WORKSPACE.ACCOUNTING.SAGE_INTACCT_ADVANCED]: () => require<ReactComponentModule>('../../../../pages/workspace/accounting/intacct/advanced/SageIntacctAdvancedPage').default,
+    [SCREENS.WORKSPACE.ACCOUNTING.SAGE_INTACCT_PAYMENT_ACCOUNT]: () =>
+        require<ReactComponentModule>('../../../../pages/workspace/accounting/intacct/advanced/SageIntacctPaymentAccountPage').default,
     [SCREENS.WORKSPACE.WORKFLOWS_AUTO_REPORTING_FREQUENCY]: () => require<ReactComponentModule>('../../../../pages/workspace/workflows/WorkspaceAutoReportingFrequencyPage').default,
     [SCREENS.WORKSPACE.WORKFLOWS_AUTO_REPORTING_MONTHLY_OFFSET]: () => require<ReactComponentModule>('../../../../pages/workspace/workflows/WorkspaceAutoReportingMonthlyOffsetPage').default,
     [SCREENS.WORKSPACE.TAX_EDIT]: () => require<ReactComponentModule>('../../../../pages/workspace/taxes/WorkspaceEditTaxPage').default,

src/libs/Navigation/linkingConfig/FULL_SCREEN_TO_RHP_MAPPING.ts

@@ -99,6 +99,8 @@ const FULL_SCREEN_TO_RHP_MAPPING: Partial<Record<FullScreenName, string[]>> = {
         SCREENS.WORKSPACE.ACCOUNTING.SAGE_INTACCT_NON_REIMBURSABLE_EXPENSES,
         SCREENS.WORKSPACE.ACCOUNTING.SAGE_INTACCT_DEFAULT_VENDOR,
         SCREENS.WORKSPACE.ACCOUNTING.SAGE_INTACCT_NON_REIMBURSABLE_CREDIT_CARD_ACCOUNT,
+        SCREENS.WORKSPACE.ACCOUNTING.SAGE_INTACCT_ADVANCED,
+        SCREENS.WORKSPACE.ACCOUNTING.SAGE_INTACCT_PAYMENT_ACCOUNT,
     ],
     [SCREENS.WORKSPACE.TAXES]: [
         SCREENS.WORKSPACE.TAXES_SETTINGS,

src/libs/Navigation/linkingConfig/config.ts

@@ -434,6 +434,8 @@ const config: LinkingOptions<RootStackParamList>['config'] = {
                         [SCREENS.WORKSPACE.ACCOUNTING.SAGE_INTACCT_NON_REIMBURSABLE_CREDIT_CARD_ACCOUNT]: {
                             path: ROUTES.POLICY_ACCOUNTING_SAGE_INTACCT_NON_REIMBURSABLE_CREDIT_CARD_ACCOUNT.route,
                         },
+                        [SCREENS.WORKSPACE.ACCOUNTING.SAGE_INTACCT_ADVANCED]: {path: ROUTES.POLICY_ACCOUNTING_SAGE_INTACCT_ADVANCED.route},
+                        [SCREENS.WORKSPACE.ACCOUNTING.SAGE_INTACCT_PAYMENT_ACCOUNT]: {path: ROUTES.POLICY_ACCOUNTING_SAGE_INTACCT_PAYMENT_ACCOUNT.route},
                         [SCREENS.WORKSPACE.DESCRIPTION]: {
                             path: ROUTES.WORKSPACE_PROFILE_DESCRIPTION.route,
                         },

src/libs/Navigation/types.ts

@@ -532,6 +532,12 @@ type SettingsNavigatorParamList = {
     [SCREENS.WORKSPACE.ACCOUNTING.SAGE_INTACCT_NON_REIMBURSABLE_CREDIT_CARD_ACCOUNT]: {
         policyID: string;
     };
+    [SCREENS.WORKSPACE.ACCOUNTING.SAGE_INTACCT_ADVANCED]: {
+        policyID: string;
+    };
+    [SCREENS.WORKSPACE.ACCOUNTING.SAGE_INTACCT_PAYMENT_ACCOUNT]: {
+        policyID: string;
+    };
     [SCREENS.GET_ASSISTANCE]: {
         backTo: Routes;
     };

src/libs/PolicyUtils.ts

@@ -618,6 +618,16 @@ function getIntegrationLastSuccessfulDate(connection?: Connections[keyof Connect
     return (connection as ConnectionWithLastSyncData)?.lastSync?.successfulDate;
 }
 
+function getSageIntacctBankAccounts(policy?: Policy, selectedBankAccountId?: string): SelectorType[] {
+    const bankAccounts = policy?.connections?.intacct?.data?.bankAccounts ?? [];
+    return (bankAccounts ?? []).map(({id, name}) => ({
+        value: id,
+        text: name,
+        keyForList: id,
+        isSelected: selectedBankAccountId === id,
+    }));
+}
+
 function getSageIntacctVendors(policy?: Policy, selectedVendorId?: string): SelectorType[] {
     const vendors = policy?.connections?.intacct?.data?.vendors ?? [];
     return vendors.map(({id, value}) => ({
@@ -761,6 +771,7 @@ export {
     getSageIntacctVendors,
     getSageIntacctNonReimbursableActiveDefaultVendor,
     getSageIntacctCreditCards,
+    getSageIntacctBankAccounts,
     getCustomUnit,
     getCustomUnitRate,
     sortWorkspacesBySelected,

src/libs/actions/Policy/Policy.ts

@@ -534,6 +534,10 @@ function clearNetSuiteAutoSyncErrorField(policyID: string) {
     Onyx.merge(`${ONYXKEYS.COLLECTION.POLICY}${policyID}`, {connections: {netsuite: {config: {errorFields: {autoSync: null}}}}});
 }
 
+function clearSageIntacctErrorField(policyID: string, fieldName: string) {
+    Onyx.merge(`${ONYXKEYS.COLLECTION.POLICY}${policyID}`, {connections: {intacct: {config: {errorFields: {[fieldName]: null}}}}});
+}
+
 function setWorkspaceReimbursement(policyID: string, reimbursementChoice: ValueOf<typeof CONST.POLICY.REIMBURSEMENT_CHOICES>, reimburserEmail: string) {
     const policy = getPolicy(policyID);
 
@@ -3140,6 +3144,7 @@ export {
     openPolicyExpensifyCardsPage,
     requestExpensifyCardLimitIncrease,
     getPoliciesConnectedToSageIntacct,
+    clearSageIntacctErrorField,
 };
 
 export type {NewCustomUnit};