[#Wave-Control: Add NetSuite] Reuse Existing Connection for NetSuite and Sage Intacct

src/ROUTES.ts

@@ -1033,6 +1033,10 @@ const ROUTES = {
         route: 'settings/workspaces/:policyID/accounting/netsuite/subsidiary-selector',
         getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/netsuite/subsidiary-selector` as const,
     },
+    POLICY_ACCOUNTING_NETSUITE_EXISTING_CONNECTIONS: {
+        route: 'settings/workspaces/:policyID/accounting/netsuite/existing-connections',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/netsuite/existing-connections` as const,
+    },
     POLICY_ACCOUNTING_NETSUITE_TOKEN_INPUT: {
         route: 'settings/workspaces/:policyID/accounting/netsuite/token-input',
         getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/netsuite/token-input` as const,

src/SCREENS.ts

@@ -288,6 +288,7 @@ const SCREENS = {
             NETSUITE_IMPORT_CUSTOM_SEGMENT_ADD: 'Policy_Accounting_NetSuite_Import_Custom_Segment_Add',
             NETSUITE_IMPORT_CUSTOMERS_OR_PROJECTS: 'Policy_Accounting_NetSuite_Import_CustomersOrProjects',
             NETSUITE_IMPORT_CUSTOMERS_OR_PROJECTS_SELECT: 'Policy_Accounting_NetSuite_Import_CustomersOrProjects_Select',
+            NETSUITE_REUSE_EXISTING_CONNECTIONS: 'Policy_Accounting_NetSuite_Reuse_Existing_Connections',
             NETSUITE_TOKEN_INPUT: 'Policy_Accounting_NetSuite_Token_Input',
             NETSUITE_SUBSIDIARY_SELECTOR: 'Policy_Accounting_NetSuite_Subsidiary_Selector',
             NETSUITE_IMPORT: 'Policy_Accounting_NetSuite_Import',

src/components/ConnectToNetSuiteButton/index.tsx

@@ -1,11 +1,17 @@
-import React, {useState} from 'react';
+import React, {useRef, useState} from 'react';
+import type {View} from 'react-native';
 import AccountingConnectionConfirmationModal from '@components/AccountingConnectionConfirmationModal';
 import Button from '@components/Button';
+import * as Expensicons from '@components/Icon/Expensicons';
+import PopoverMenu from '@components/PopoverMenu';
 import useLocalize from '@hooks/useLocalize';
 import useNetwork from '@hooks/useNetwork';
 import useThemeStyles from '@hooks/useThemeStyles';
+import useWindowDimensions from '@hooks/useWindowDimensions';
 import {removePolicyConnection} from '@libs/actions/connections';
+import {getAdminPoliciesConnectedToNetSuite} from '@libs/actions/Policy/Policy';
 import Navigation from '@libs/Navigation/Navigation';
+import type {AnchorPosition} from '@styles/index';
 import CONST from '@src/CONST';
 import ROUTES from '@src/ROUTES';
 import type {ConnectToNetSuiteButtonProps} from './types';
@@ -17,6 +23,30 @@ function ConnectToNetSuiteButton({policyID, shouldDisconnectIntegrationBeforeCon
 
     const [isDisconnectModalOpen, setIsDisconnectModalOpen] = useState(false);
 
+    const hasPoliciesConnectedToNetSuite = !!getAdminPoliciesConnectedToNetSuite()?.length;
+    const {isSmallScreenWidth} = useWindowDimensions();
+    const [isReuseConnectionsPopoverOpen, setIsReuseConnectionsPopoverOpen] = useState(false);
+    const [reuseConnectionPopoverPosition, setReuseConnectionPopoverPosition] = useState<AnchorPosition>({horizontal: 0, vertical: 0});
+    const threeDotsMenuContainerRef = useRef<View>(null);
+    const connectionOptions = [
+        {
+            icon: Expensicons.LinkCopy,
+            text: translate('workspace.common.createNewConnection'),
+            onSelected: () => {
+                Navigation.navigate(ROUTES.POLICY_ACCOUNTING_NETSUITE_TOKEN_INPUT.getRoute(policyID));
+                setIsReuseConnectionsPopoverOpen(false);
+            },
+        },
+        {
+            icon: Expensicons.Copy,
+            text: translate('workspace.common.reuseExistingConnection'),
+            onSelected: () => {
+                Navigation.navigate(ROUTES.POLICY_ACCOUNTING_NETSUITE_EXISTING_CONNECTIONS.getRoute(policyID));
+                setIsReuseConnectionsPopoverOpen(false);
+            },
+        },
+    ];
+
     return (
         <>
             <Button
@@ -26,20 +56,63 @@ function ConnectToNetSuiteButton({policyID, shouldDisconnectIntegrationBeforeCon
                         return;
                     }
 
-                    Navigation.navigate(ROUTES.POLICY_ACCOUNTING_NETSUITE_TOKEN_INPUT.getRoute(policyID));
+                    if (!hasPoliciesConnectedToNetSuite) {
+                        Navigation.navigate(ROUTES.POLICY_ACCOUNTING_NETSUITE_TOKEN_INPUT.getRoute(policyID));
+                        return;
+                    }
+
+                    if (!isSmallScreenWidth) {
+                        threeDotsMenuContainerRef.current?.measureInWindow((x, y, width, height) => {
+                            setReuseConnectionPopoverPosition({
+                                horizontal: x + width,
+                                vertical: y + height,
+                            });
+                        });
+                    }
+                    setIsReuseConnectionsPopoverOpen(true);
                 }}
                 text={translate('workspace.accounting.setup')}
                 style={styles.justifyContentCenter}
                 small
                 isDisabled={isOffline}
+                ref={threeDotsMenuContainerRef}
+            />
+            <PopoverMenu
+                isVisible={isReuseConnectionsPopoverOpen}
+                onClose={() => {
+                    setIsReuseConnectionsPopoverOpen(false);
+                }}
+                withoutOverlay
+                menuItems={connectionOptions}
+                onItemSelected={(item) => {
+                    if (!item?.onSelected) {
+                        return;
+                    }
+                    item.onSelected();
+                }}
+                anchorPosition={reuseConnectionPopoverPosition}
+                anchorAlignment={{horizontal: CONST.MODAL.ANCHOR_ORIGIN_HORIZONTAL.RIGHT, vertical: CONST.MODAL.ANCHOR_ORIGIN_VERTICAL.TOP}}
+                anchorRef={threeDotsMenuContainerRef}
             />
             {shouldDisconnectIntegrationBeforeConnecting && isDisconnectModalOpen && integrationToDisconnect && (
                 <AccountingConnectionConfirmationModal
                     onConfirm={() => {
                         removePolicyConnection(policyID, integrationToDisconnect);
-
-                        Navigation.navigate(ROUTES.POLICY_ACCOUNTING_NETSUITE_TOKEN_INPUT.getRoute(policyID));
                         setIsDisconnectModalOpen(false);
+
+                        if (!hasPoliciesConnectedToNetSuite) {
+                            Navigation.navigate(ROUTES.POLICY_ACCOUNTING_NETSUITE_TOKEN_INPUT.getRoute(policyID));
+                            return;
+                        }
+                        if (!isSmallScreenWidth) {
+                            threeDotsMenuContainerRef.current?.measureInWindow((x, y, width, height) => {
+                                setReuseConnectionPopoverPosition({
+                                    horizontal: x + width,
+                                    vertical: y + height,
+                                });
+                            });
+                        }
+                        setIsReuseConnectionsPopoverOpen(true);
                     }}
                     integrationToConnect={CONST.POLICY.CONNECTIONS.NAME.NETSUITE}
                     onCancel={() => setIsDisconnectModalOpen(false)}

src/components/ConnectToSageIntacctButton/index.tsx

@@ -37,15 +37,15 @@ function ConnectToSageIntacctButton({policyID, shouldDisconnectIntegrationBefore
     const connectionOptions = [
         {
             icon: Expensicons.LinkCopy,
-            text: translate('workspace.intacct.createNewConnection'),
+            text: translate('workspace.common.createNewConnection'),
             onSelected: () => {
                 Navigation.navigate(ROUTES.POLICY_ACCOUNTING_SAGE_INTACCT_PREREQUISITES.getRoute(policyID));
                 setIsReuseConnectionsPopoverOpen(false);
             },
         },
         {
             icon: Expensicons.Copy,
-            text: translate('workspace.intacct.reuseExistingConnection'),
+            text: translate('workspace.common.reuseExistingConnection'),
             onSelected: () => {
                 Navigation.navigate(ROUTES.POLICY_ACCOUNTING_SAGE_INTACCT_EXISTING_CONNECTIONS.getRoute(policyID));
                 setIsReuseConnectionsPopoverOpen(false);

src/languages/en.ts

@@ -2053,6 +2053,10 @@ export default {
             lineItemLevel: 'Line-item level',
             reportLevel: 'Report level',
             appliedOnExport: 'Not imported into Expensify, applied on export',
+            createNewConnection: 'Create new connection',
+            reuseExistingConnection: 'Reuse existing connection',
+            existingConnections: 'Existing connections',
+            lastSyncDate: (connectionName: string, formattedDate: string) => `${connectionName} - Last synced ${formattedDate}`,
         },
         qbo: {
             importDescription: 'Choose which coding configurations to import from QuickBooks Online to Expensify.',
@@ -2587,10 +2591,6 @@ export default {
             downloadExpensifyPackage: 'Download the Expensify package for Sage Intacct',
             followSteps: 'Follow the steps in our How-to: Connect to Sage Intacct instructions',
             enterCredentials: 'Enter your Sage Intacct credentials',
-            createNewConnection: 'Create new connection',
-            reuseExistingConnection: 'Reuse existing connection',
-            existingConnections: 'Existing connections',
-            sageIntacctLastSync: (formattedDate: string) => `Sage Intacct - Last synced ${formattedDate}`,
             entity: 'Entity',
             employeeDefault: 'Sage Intacct employee default',
             employeeDefaultDescription: "The employee's default department will be applied to their expenses in Sage Intacct if one exists.",

src/languages/es.ts

@@ -2087,6 +2087,10 @@ export default {
             lineItemLevel: 'Nivel de partida',
             reportLevel: 'Nivel de informe',
             appliedOnExport: 'No se importa en Expensify, se aplica en la exportación',
+            createNewConnection: 'Crear una nueva conexión',
+            reuseExistingConnection: 'Reutilizar la conexión existente',
+            existingConnections: 'Conexiones existentes',
+            lastSyncDate: (connectionName: string, formattedDate: string) => `${connectionName} - Última sincronización ${formattedDate}`,
         },
         qbo: {
             importDescription: 'Elige que configuraciónes de codificación son importadas desde QuickBooks Online a Expensify.',
@@ -2635,10 +2639,6 @@ export default {
             downloadExpensifyPackage: 'Descargar el paquete Expensify para Sage Intacct',
             followSteps: 'Siga los pasos de nuestras instrucciones Cómo: Instrucciones para conectarse a Sage Intacct',
             enterCredentials: 'Introduzca sus credenciales de Sage Intacct',
-            createNewConnection: 'Crear una nueva conexión',
-            reuseExistingConnection: 'Reutilizar la conexión existente',
-            existingConnections: 'Conexiones existentes',
-            sageIntacctLastSync: (formattedDate: string) => `Sage Intacct - Última sincronización ${formattedDate}`,
             entity: 'Entidad',
             employeeDefault: 'Sage Intacct empleado por defecto',
             employeeDefaultDescription: 'El departamento por defecto del empleado se aplicará a sus gastos en Sage Intacct si existe.',

src/libs/API/parameters/CopyExistingPolicyConnectionParams.ts

@@ -1,7 +1,9 @@
+import type {ConnectionName} from '@src/types/onyx/Policy';
+
 type CopyExistingPolicyConnectionParams = {
     policyID: string;
     targetPolicyID: string;
-    connectionName: string;
+    connectionName: ConnectionName;
 };
 
 export default CopyExistingPolicyConnectionParams;

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

@@ -324,6 +324,8 @@ const SettingsModalStackNavigator = createModalStackNavigator<SettingsNavigatorP
         require<ReactComponentModule>('../../../../pages/workspace/accounting/xero/advanced/XeroBillPaymentAccountSelectorPage').default,
 
     [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_SUBSIDIARY_SELECTOR]: () => require<ReactComponentModule>('../../../../pages/workspace/accounting/netsuite/NetSuiteSubsidiarySelector').default,
+    [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_REUSE_EXISTING_CONNECTIONS]: () =>
+        require<ReactComponentModule>('../../../../pages/workspace/accounting/netsuite/NetSuiteTokenInput/NetSuiteExistingConnectionsPage').default,
     [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_TOKEN_INPUT]: () =>
         require<ReactComponentModule>('../../../../pages/workspace/accounting/netsuite/NetSuiteTokenInput/NetSuiteTokenInputPage').default,
     [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_IMPORT]: () => require<ReactComponentModule>('../../../../pages/workspace/accounting/netsuite/import/NetSuiteImportPage').default,

src/libs/Navigation/linkingConfig/FULL_SCREEN_TO_RHP_MAPPING.ts

@@ -63,6 +63,7 @@ const FULL_SCREEN_TO_RHP_MAPPING: Partial<Record<FullScreenName, string[]>> = {
         SCREENS.WORKSPACE.ACCOUNTING.XERO_BILL_PAYMENT_ACCOUNT_SELECTOR,
         SCREENS.WORKSPACE.ACCOUNTING.XERO_EXPORT_BANK_ACCOUNT_SELECT,
         SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_SUBSIDIARY_SELECTOR,
+        SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_REUSE_EXISTING_CONNECTIONS,
         SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_TOKEN_INPUT,
         SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_IMPORT,
         SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_IMPORT_MAPPING,

src/libs/Navigation/linkingConfig/config.ts

@@ -355,6 +355,7 @@ const config: LinkingOptions<RootStackParamList>['config'] = {
                         [SCREENS.WORKSPACE.ACCOUNTING.XERO_BILL_PAYMENT_ACCOUNT_SELECTOR]: {path: ROUTES.POLICY_ACCOUNTING_XERO_BILL_PAYMENT_ACCOUNT_SELECTOR.route},
                         [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_SUBSIDIARY_SELECTOR]: {path: ROUTES.POLICY_ACCOUNTING_NETSUITE_SUBSIDIARY_SELECTOR.route},
                         [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_TOKEN_INPUT]: {path: ROUTES.POLICY_ACCOUNTING_NETSUITE_TOKEN_INPUT.route},
+                        [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_REUSE_EXISTING_CONNECTIONS]: {path: ROUTES.POLICY_ACCOUNTING_NETSUITE_EXISTING_CONNECTIONS.route},
                         [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_IMPORT]: {path: ROUTES.POLICY_ACCOUNTING_NETSUITE_IMPORT.route},
                         [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_IMPORT_MAPPING]: {path: ROUTES.POLICY_ACCOUNTING_NETSUITE_IMPORT_MAPPING.route},
                         [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_IMPORT_CUSTOM_FIELD]: {path: ROUTES.POLICY_ACCOUNTING_NETSUITE_IMPORT_CUSTOM_FIELD_MAPPING.route},

src/libs/Navigation/types.ts

@@ -455,6 +455,9 @@ type SettingsNavigatorParamList = {
     [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_SUBSIDIARY_SELECTOR]: {
         policyID: string;
     };
+    [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_REUSE_EXISTING_CONNECTIONS]: {
+        policyID: string;
+    };
     [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_TOKEN_INPUT]: {
         policyID: string;
     };

src/libs/actions/Policy/Policy.ts

@@ -3075,6 +3075,10 @@ function getAdminPoliciesConnectedToSageIntacct(): Policy[] {
     return Object.values(allPolicies ?? {}).filter<Policy>((policy): policy is Policy => !!policy && policy.role === CONST.POLICY.ROLE.ADMIN && !!policy?.connections?.intacct);
 }
 
+function getAdminPoliciesConnectedToNetSuite(): Policy[] {
+    return Object.values(allPolicies ?? {}).filter<Policy>((policy): policy is Policy => !!policy && policy.role === CONST.POLICY.ROLE.ADMIN && !!policy?.connections?.netsuite);
+}
+
 export {
     leaveWorkspace,
     addBillingCardAndRequestPolicyOwnerChange,
@@ -3144,6 +3148,7 @@ export {
     upgradeToCorporate,
     openPolicyExpensifyCardsPage,
     requestExpensifyCardLimitIncrease,
+    getAdminPoliciesConnectedToNetSuite,
     getAdminPoliciesConnectedToSageIntacct,
 };
 

src/libs/actions/connections/SageIntacct.ts

@@ -748,15 +748,6 @@ function updateSageIntacctEntity(policyID: string, entity: string) {
     API.write(WRITE_COMMANDS.UPDATE_SAGE_INTACCT_ENTITY, parameters, prepareOnyxDataForConfigUpdate(policyID, CONST.SAGE_INTACCT_CONFIG.ENTITY, entity));
 }
 
-function reuseSageIntacctConnection(policyID: string, targetPolicyID: string, connectionName: string) {
-    const parameters = {
-        policyID,
-        targetPolicyID,
-        connectionName,
-    };
-    API.write(WRITE_COMMANDS.COPY_EXISTING_POLICY_CONNECTION, parameters, {});
-}
-
 export {
     connectToSageIntacct,
     updateSageIntacctBillable,
@@ -778,5 +769,4 @@ export {
     updateSageIntacctSyncReimbursedReports,
     updateSageIntacctSyncReimbursementAccountID,
     updateSageIntacctEntity,
-    reuseSageIntacctConnection,
 };

src/libs/actions/connections/index.ts

@@ -269,4 +269,39 @@ function hasSynchronizationError(policy: OnyxEntry<Policy>, connectionName: Poli
     return !isSyncInProgress && policy?.connections?.[connectionName]?.lastSync?.isSuccessful === false;
 }
 
-export {removePolicyConnection, updatePolicyConnectionConfig, updateManyPolicyConnectionConfigs, hasSynchronizationError, syncConnection};
+function copyExistingPolicyConnection(connectedPolicyID: string, targetPolicyID: string, connectionName: ConnectionName) {
+    let stageInProgress;
+    switch (connectionName) {
+        case CONST.POLICY.CONNECTIONS.NAME.NETSUITE:
+            stageInProgress = CONST.POLICY.CONNECTIONS.SYNC_STAGE_NAME.NETSUITE_SYNC_CONNECTION;
+            break;
+        case CONST.POLICY.CONNECTIONS.NAME.SAGE_INTACCT:
+            stageInProgress = CONST.POLICY.CONNECTIONS.SYNC_STAGE_NAME.SAGE_INTACCT_SYNC_CHECK_CONNECTION;
+            break;
+        default:
+            stageInProgress = null;
+    }
+
+    const optimisticData: OnyxUpdate[] = [
+        {
+            onyxMethod: Onyx.METHOD.MERGE,
+            key: `${ONYXKEYS.COLLECTION.POLICY_CONNECTION_SYNC_PROGRESS}${targetPolicyID}`,
+            value: {
+                stageInProgress,
+                connectionName,
+                timestamp: new Date().toISOString(),
+            },
+        },
+    ];
+    API.write(
+        WRITE_COMMANDS.COPY_EXISTING_POLICY_CONNECTION,
+        {
+            policyID: connectedPolicyID,
+            targetPolicyID,
+            connectionName,
+        },
+        {optimisticData},
+    );
+}
+
+export {removePolicyConnection, updatePolicyConnectionConfig, updateManyPolicyConnectionConfigs, hasSynchronizationError, syncConnection, copyExistingPolicyConnection};

src/pages/workspace/accounting/intacct/ExistingConnectionsPage.tsx

@@ -6,7 +6,7 @@ import MenuItemList from '@components/MenuItemList';
 import ScreenWrapper from '@components/ScreenWrapper';
 import useLocalize from '@hooks/useLocalize';
 import useThemeStyles from '@hooks/useThemeStyles';
-import {reuseSageIntacctConnection} from '@libs/actions/connections/SageIntacct';
+import {copyExistingPolicyConnection} from '@libs/actions/connections';
 import {getAdminPoliciesConnectedToSageIntacct} from '@libs/actions/Policy/Policy';
 import Navigation from '@libs/Navigation/Navigation';
 import type {SettingsNavigatorParamList} from '@libs/Navigation/types';
@@ -30,9 +30,9 @@ function ExistingConnectionsPage({route}: ExistingConnectionsPageProps) {
             key: policy.id,
             icon: policy.avatarURL ? policy.avatarURL : ReportUtils.getDefaultWorkspaceAvatar(policy.name),
             iconType: policy.avatarURL ? CONST.ICON_TYPE_AVATAR : CONST.ICON_TYPE_WORKSPACE,
-            description: date ? translate('workspace.intacct.sageIntacctLastSync', date) : translate('workspace.accounting.intacct'),
+            description: date ? translate('workspace.common.lastSyncDate', CONST.POLICY.CONNECTIONS.NAME_USER_FRIENDLY.intacct, date) : translate('workspace.accounting.intacct'),
             onPress: () => {
-                reuseSageIntacctConnection(policy.id, policyID, CONST.POLICY.CONNECTIONS.NAME.SAGE_INTACCT);
+                copyExistingPolicyConnection(policy.id, policyID, CONST.POLICY.CONNECTIONS.NAME.SAGE_INTACCT);
                 Navigation.dismissModal();
             },
         };
@@ -45,7 +45,7 @@ function ExistingConnectionsPage({route}: ExistingConnectionsPageProps) {
             testID={ExistingConnectionsPage.displayName}
         >
             <HeaderWithBackButton
-                title={translate('workspace.intacct.existingConnections')}
+                title={translate('workspace.common.existingConnections')}
                 shouldShowBackButton
                 onBackButtonPress={() => Navigation.goBack()}
             />