[QBD] Handle the syncing for QBD

src/CONST.ts

@@ -2366,6 +2366,7 @@ const CONST = {
             SYNC_STAGE_NAME: {
                 STARTING_IMPORT_QBO: 'startingImportQBO',
                 STARTING_IMPORT_XERO: 'startingImportXero',
+                STARTING_IMPORT_QBD: 'startingImportQBD',
                 QBO_IMPORT_MAIN: 'quickbooksOnlineImportMain',
                 QBO_IMPORT_CUSTOMERS: 'quickbooksOnlineImportCustomers',
                 QBO_IMPORT_EMPLOYEES: 'quickbooksOnlineImportEmployees',
@@ -2382,6 +2383,17 @@ const CONST = {
                 QBO_SYNC_APPLY_CUSTOMERS: 'quickbooksOnlineSyncApplyCustomers',
                 QBO_SYNC_APPLY_PEOPLE: 'quickbooksOnlineSyncApplyEmployees',
                 QBO_SYNC_APPLY_CLASSES_LOCATIONS: 'quickbooksOnlineSyncApplyClassesLocations',
+                QBD_IMPORT_TITLE: 'quickbooksDesktopImportTitle',
+                QBD_IMPORT_ACCOUNTS: 'quickbooksDesktopImportAccounts',
+                QBD_IMPORT_APPROVE_CERTIFICATE: 'quickbooksDesktopImportApproveCertificate',
+                QBD_IMPORT_DIMENSIONS: 'quickbooksDesktopImportDimensions',
+                QBD_IMPORT_CLASSES: 'quickbooksDesktopImportClasses',
+                QBD_IMPORT_CUSTOMERS: 'quickbooksDesktopImportCustomers',
+                QBD_IMPORT_VENDORS: 'quickbooksDesktopImportVendors',
+                QBD_IMPORT_EMPLOYEES: 'quickbooksDesktopImportEmployees',
+                QBD_IMPORT_MORE: 'quickbooksDesktopImportMore',
+                QBD_IMPORT_GENERIC: 'quickbooksDesktopImportSavePolicy',
+                QBD_WEB_CONNECTOR_REMINDER: 'quickbooksDesktopWebConnectorReminder',
                 JOB_DONE: 'jobDone',
                 XERO_SYNC_STEP: 'xeroSyncStep',
                 XERO_SYNC_XERO_REIMBURSED_REPORTS: 'xeroSyncXeroReimbursedReports',

src/languages/en.ts

@@ -3558,6 +3558,7 @@ const translations = {
             other: 'Other integrations',
             syncNow: 'Sync now',
             disconnect: 'Disconnect',
+            reinstall: 'Reinstall connector',
             disconnectTitle: ({connectionName}: OptionalParam<ConnectionNameParams> = {}) => {
                 const integrationName =
                     connectionName && CONST.POLICY.CONNECTIONS.NAME_USER_FRIENDLY[connectionName] ? CONST.POLICY.CONNECTIONS.NAME_USER_FRIENDLY[connectionName] : 'integration';
@@ -3606,14 +3607,18 @@ const translations = {
                 syncStageName: ({stage}: SyncStageNameConnectionsParams) => {
                     switch (stage) {
                         case 'quickbooksOnlineImportCustomers':
+                        case 'quickbooksDesktopImportCustomers':
                             return 'Importing customers';
                         case 'quickbooksOnlineImportEmployees':
                         case 'netSuiteSyncImportEmployees':
                         case 'intacctImportEmployees':
+                        case 'quickbooksDesktopImportEmployees':
                             return 'Importing employees';
                         case 'quickbooksOnlineImportAccounts':
+                        case 'quickbooksDesktopImportAccounts':
                             return 'Importing accounts';
                         case 'quickbooksOnlineImportClasses':
+                        case 'quickbooksDesktopImportClasses':
                             return 'Importing classes';
                         case 'quickbooksOnlineImportLocations':
                             return 'Importing locations';
@@ -3632,6 +3637,19 @@ const translations = {
                             return 'Importing Xero data';
                         case 'startingImportQBO':
                             return 'Importing QuickBooks Online data';
+                        case 'startingImportQBD':
+                        case 'quickbooksDesktopImportMore':
+                            return 'Importing QuickBooks Desktop data';
+                        case 'quickbooksDesktopImportTitle':
+                            return 'Importing title';
+                        case 'quickbooksDesktopImportApproveCertificate':
+                            return 'Importing approve ceritificate';
+                        case 'quickbooksDesktopImportDimensions':
+                            return 'Importing dimensions';
+                        case 'quickbooksDesktopImportSavePolicy':
+                            return 'Importing save policy';
+                        case 'quickbooksDesktopWebConnectorReminder':
+                            return 'Still syncing data with QuickBooks... Please make sure the Web Connector is running';
                         case 'quickbooksOnlineSyncTitle':
                             return 'Syncing QuickBooks Online data';
                         case 'quickbooksOnlineSyncLoadData':
@@ -3705,6 +3723,7 @@ const translations = {
                         case 'netSuiteSyncImportSubsidiaries':
                             return 'Importing subsidiaries';
                         case 'netSuiteSyncImportVendors':
+                        case 'quickbooksDesktopImportVendors':
                             return 'Importing vendors';
                         case 'intacctCheckConnection':
                             return 'Checking Sage Intacct connection';

src/languages/es.ts

@@ -3565,6 +3565,7 @@ const translations = {
             other: 'Otras integraciones',
             syncNow: 'Sincronizar ahora',
             disconnect: 'Desconectar',
+            reinstall: 'Reinstalar el conector',
             disconnectTitle: ({connectionName}: OptionalParam<ConnectionNameParams> = {}) => {
                 const integrationName =
                     connectionName && CONST.POLICY.CONNECTIONS.NAME_USER_FRIENDLY[connectionName] ? CONST.POLICY.CONNECTIONS.NAME_USER_FRIENDLY[connectionName] : 'integración';
@@ -3612,14 +3613,18 @@ const translations = {
                 syncStageName: ({stage}: SyncStageNameConnectionsParams) => {
                     switch (stage) {
                         case 'quickbooksOnlineImportCustomers':
+                        case 'quickbooksDesktopImportCustomers':
                             return 'Importando clientes';
                         case 'quickbooksOnlineImportEmployees':
                         case 'netSuiteSyncImportEmployees':
                         case 'intacctImportEmployees':
+                        case 'quickbooksDesktopImportEmployees':
                             return 'Importando empleados';
                         case 'quickbooksOnlineImportAccounts':
+                        case 'quickbooksDesktopImportAccounts':
                             return 'Importando cuentas';
                         case 'quickbooksOnlineImportClasses':
+                        case 'quickbooksDesktopImportClasses':
                             return 'Importando clases';
                         case 'quickbooksOnlineImportLocations':
                             return 'Importando localidades';
@@ -3638,6 +3643,19 @@ const translations = {
                             return 'Importando datos desde Xero';
                         case 'startingImportQBO':
                             return 'Importando datos desde QuickBooks Online';
+                        case 'startingImportQBD':
+                        case 'quickbooksDesktopImportMore':
+                            return 'Importando datos desde QuickBooks Desktop';
+                        case 'quickbooksDesktopImportTitle':
+                            return 'Importando título';
+                        case 'quickbooksDesktopImportApproveCertificate':
+                            return 'Importando certificado de aprobación';
+                        case 'quickbooksDesktopImportDimensions':
+                            return 'Importando dimensiones';
+                        case 'quickbooksDesktopImportSavePolicy':
+                            return 'Importando política de guardado';
+                        case 'quickbooksDesktopWebConnectorReminder':
+                            return 'Aún sincronizando datos con QuickBooks... Por favor, asegúrate de que el Conector Web esté en funcionamiento';
                         case 'quickbooksOnlineSyncTitle':
                             return 'Sincronizando datos desde QuickBooks Online';
                         case 'quickbooksOnlineSyncLoadData':
@@ -3705,6 +3723,7 @@ const translations = {
                         case 'netSuiteSyncImportSubsidiaries':
                             return 'Importando subsidiarias';
                         case 'netSuiteSyncImportVendors':
+                        case 'quickbooksDesktopImportVendors':
                             return 'Importando proveedores';
                         case 'netSuiteSyncExpensifyReimbursedReports':
                             return 'Marcando facturas y recibos de NetSuite como pagados';

src/libs/API/parameters/SyncConnectionParams.ts

@@ -0,0 +1,7 @@
+type SyncConnectionParams = {
+    policyID: string;
+    idempotencyKey: string;
+    forceDataRefresh?: boolean;
+};
+
+export default SyncConnectionParams;

src/libs/API/parameters/index.ts

@@ -334,4 +334,5 @@ export type {default as SetCompanyCardExportAccountParams} from './SetCompanyCar
 export type {default as SetMissingPersonalDetailsAndShipExpensifyCardParams} from './SetMissingPersonalDetailsAndShipExpensifyCardParams';
 export type {default as SetInvoicingTransferBankAccountParams} from './SetInvoicingTransferBankAccountParams';
 export type {default as ConnectPolicyToQuickBooksDesktopParams} from './ConnectPolicyToQuickBooksDesktopParams';
+export type {default as SyncConnectionParams} from './SyncConnectionParams';
 export type {default as UpdateQuickbooksDesktopExpensesExportDestinationTypeParams} from './UpdateQuickbooksDesktopExpensesExportDestinationTypeParams';

src/libs/API/types.ts

@@ -849,6 +849,7 @@ const READ_COMMANDS = {
     SYNC_POLICY_TO_XERO: 'SyncPolicyToXero',
     SYNC_POLICY_TO_NETSUITE: 'SyncPolicyToNetSuite',
     SYNC_POLICY_TO_SAGE_INTACCT: 'SyncPolicyToSageIntacct',
+    SYNC_POLICY_TO_QUICKBOOKS_DESKTOP: 'SyncPolicyToQuickbooksDesktop',
     OPEN_REIMBURSEMENT_ACCOUNT_PAGE: 'OpenReimbursementAccountPage',
     OPEN_WORKSPACE_VIEW: 'OpenWorkspaceView',
     GET_MAPBOX_ACCESS_TOKEN: 'GetMapboxAccessToken',

src/libs/actions/connections/index.ts

@@ -3,7 +3,7 @@ import isObject from 'lodash/isObject';
 import type {OnyxEntry, OnyxUpdate} from 'react-native-onyx';
 import Onyx from 'react-native-onyx';
 import * as API from '@libs/API';
-import type {RemovePolicyConnectionParams, UpdateManyPolicyConnectionConfigurationsParams, UpdatePolicyConnectionConfigParams} from '@libs/API/parameters';
+import type {RemovePolicyConnectionParams, SyncConnectionParams, UpdateManyPolicyConnectionConfigurationsParams, UpdatePolicyConnectionConfigParams} from '@libs/API/parameters';
 import {READ_COMMANDS, WRITE_COMMANDS} from '@libs/API/types';
 import * as ErrorUtils from '@libs/ErrorUtils';
 import CONST from '@src/CONST';
@@ -163,6 +163,9 @@ function getSyncConnectionParameters(connectionName: PolicyConnectionName) {
         case CONST.POLICY.CONNECTIONS.NAME.SAGE_INTACCT: {
             return {readCommand: READ_COMMANDS.SYNC_POLICY_TO_SAGE_INTACCT, stageInProgress: CONST.POLICY.CONNECTIONS.SYNC_STAGE_NAME.SAGE_INTACCT_SYNC_CHECK_CONNECTION};
         }
+        case CONST.POLICY.CONNECTIONS.NAME.QBD: {
+            return {readCommand: READ_COMMANDS.SYNC_POLICY_TO_QUICKBOOKS_DESKTOP, stageInProgress: CONST.POLICY.CONNECTIONS.SYNC_STAGE_NAME.STARTING_IMPORT_QBD};
+        }
         default:
             return undefined;
     }
@@ -173,8 +176,9 @@ function getSyncConnectionParameters(connectionName: PolicyConnectionName) {
  *
  * @param policyID - ID of the policy for which the sync is needed
  * @param connectionName - Name of the connection, QBO/Xero
+ * @param forceDataRefresh - If true, it will trigger a full data refresh
  */
-function syncConnection(policyID: string, connectionName: PolicyConnectionName | undefined) {
+function syncConnection(policyID: string, connectionName: PolicyConnectionName | undefined, forceDataRefresh = false) {
     if (!connectionName) {
         return;
     }
@@ -203,17 +207,19 @@ function syncConnection(policyID: string, connectionName: PolicyConnectionName |
         },
     ];
 
-    API.read(
-        syncConnectionData.readCommand,
-        {
-            policyID,
-            idempotencyKey: policyID,
-        },
-        {
-            optimisticData,
-            failureData,
-        },
-    );
+    const parameters: SyncConnectionParams = {
+        policyID,
+        idempotencyKey: policyID,
+    };
+
+    if (connectionName === CONST.POLICY.CONNECTIONS.NAME.QBD) {
+        parameters.forceDataRefresh = forceDataRefresh;
+    }
+
+    API.read(syncConnectionData.readCommand, parameters, {
+        optimisticData,
+        failureData,
+    });
 }
 
 function updateManyPolicyConnectionConfigs<TConnectionName extends ConnectionNameExceptNetSuite, TConfigUpdate extends Partial<Connections[TConnectionName]['config']>>(

src/pages/workspace/accounting/PolicyAccountingPage.tsx

@@ -104,10 +104,14 @@ function PolicyAccountingPage({policy}: PolicyAccountingPageProps) {
 
     const tenants = useMemo(() => getXeroTenants(policy), [policy]);
     const currentXeroOrganization = findCurrentXeroOrganization(tenants, policy?.connections?.xero?.config?.tenantID);
+    const shouldShowSynchronizationError = !!synchronizationError;
+    const shouldShowEnterCredentialsMenuItem =
+        shouldShowEnterCredentials && (connectedIntegration === CONST.POLICY.CONNECTIONS.NAME.SAGE_INTACCT || connectedIntegration === CONST.POLICY.CONNECTIONS.NAME.NETSUITE);
+    const shouldShowReinstallConnectorMenuItem = shouldShowSynchronizationError && connectedIntegration === CONST.POLICY.CONNECTIONS.NAME.QBD;
 
     const overflowMenu: ThreeDotsMenuProps['menuItems'] = useMemo(
         () => [
-            ...(shouldShowEnterCredentials && (connectedIntegration === CONST.POLICY.CONNECTIONS.NAME.SAGE_INTACCT || connectedIntegration === CONST.POLICY.CONNECTIONS.NAME.NETSUITE)
+            ...(shouldShowEnterCredentialsMenuItem
                 ? [
                       {
                           icon: Expensicons.Key,
@@ -118,22 +122,36 @@ function PolicyAccountingPage({policy}: PolicyAccountingPageProps) {
                           iconRight: Expensicons.NewWindow,
                       },
                   ]
-                : [
+                : []),
+            ...(shouldShowReinstallConnectorMenuItem
+                ? [
+                      {
+                          icon: Expensicons.CircularArrowBackwards,
+                          text: translate('workspace.accounting.reinstall'),
+                          onSelected: () => startIntegrationFlow({name: CONST.POLICY.CONNECTIONS.NAME.QBD}),
+                          shouldCallAfterModalHide: true,
+                          iconRight: Expensicons.NewWindow,
+                      },
+                  ]
+                : []),
+            ...(!shouldShowEnterCredentialsMenuItem && !shouldShowReinstallConnectorMenuItem
+                ? [
                       {
                           icon: Expensicons.Sync,
                           text: translate('workspace.accounting.syncNow'),
                           onSelected: () => syncConnection(policyID, connectedIntegration),
                           disabled: isOffline,
                       },
-                  ]),
+                  ]
+                : []),
             {
                 icon: Expensicons.Trashcan,
                 text: translate('workspace.accounting.disconnect'),
                 onSelected: () => setIsDisconnectModalOpen(true),
                 shouldCallAfterModalHide: true,
             },
         ],
-        [shouldShowEnterCredentials, translate, isOffline, policyID, connectedIntegration, startIntegrationFlow],
+        [shouldShowEnterCredentialsMenuItem, shouldShowReinstallConnectorMenuItem, translate, isOffline, policyID, connectedIntegration, startIntegrationFlow],
     );
 
     useFocusEffect(
@@ -269,7 +287,6 @@ function PolicyAccountingPage({policy}: PolicyAccountingPageProps) {
         if (!connectedIntegration) {
             return [];
         }
-        const shouldShowSynchronizationError = !!synchronizationError;
         const shouldHideConfigurationOptions = isConnectionUnverified(policy, connectedIntegration);
         const integrationData = getAccountingIntegrationData(connectedIntegration, policyID, translate, policy, undefined, undefined, undefined, canUseNetSuiteUSATax);
         const iconProps = integrationData?.icon ? {icon: integrationData.icon, iconType: CONST.ICON_TYPE_AVATAR} : {};
@@ -364,6 +381,7 @@ function PolicyAccountingPage({policy}: PolicyAccountingPageProps) {
         isSyncInProgress,
         connectedIntegration,
         synchronizationError,
+        shouldShowSynchronizationError,
         policyID,
         translate,
         styles.sectionMenuItemTopDescription,

src/pages/workspace/accounting/qbd/QuickBooksDesktopSetupFlowSyncPage.tsx

@@ -1,9 +1,38 @@
-import React from 'react';
-import FullScreenLoadingIndicator from '@components/FullscreenLoadingIndicator';
+import type {StackScreenProps} from '@react-navigation/stack';
+import {useEffect} from 'react';
+import {useOnyx} from 'react-native-onyx';
+import {isConnectionInProgress, syncConnection} from '@libs/actions/connections';
+import Navigation from '@libs/Navigation/Navigation';
+import type {SettingsNavigatorParamList} from '@libs/Navigation/types';
+import CONST from '@src/CONST';
+import ONYXKEYS from '@src/ONYXKEYS';
+import ROUTES from '@src/ROUTES';
+import type SCREENS from '@src/SCREENS';
 
-function QuickBooksDesktopSetupFlowSyncPage() {
-    // TODO: [QBD] will be implemented in https://github.com/Expensify/App/issues/49698
-    return <FullScreenLoadingIndicator />;
+type QuickBooksDesktopSetupFlowSyncPageProps = StackScreenProps<SettingsNavigatorParamList, typeof SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_SETUP_REQUIRED_DEVICE_MODAL>;
+
+function QuickBooksDesktopSetupFlowSyncPage({route}: QuickBooksDesktopSetupFlowSyncPageProps) {
+    const policyID: string = route.params.policyID;
+    const [policy] = useOnyx(`${ONYXKEYS.COLLECTION.POLICY}${policyID ?? '-1'}`);
+    const [connectionSyncProgress] = useOnyx(`${ONYXKEYS.COLLECTION.POLICY_CONNECTION_SYNC_PROGRESS}${policyID ?? '-1'}`);
+
+    useEffect(() => {
+        if (!policyID) {
+            return;
+        }
+
+        const isSyncInProgress = isConnectionInProgress(connectionSyncProgress, policy);
+        if (!isSyncInProgress) {
+            syncConnection(policyID, CONST.POLICY.CONNECTIONS.NAME.QBD, true);
+        }
+
+        Navigation.navigate(ROUTES.WORKSPACE_ACCOUNTING.getRoute(policyID));
+
+        // disabling this rule, as we want this to run only on the first render
+        // eslint-disable-next-line react-compiler/react-compiler, react-hooks/exhaustive-deps
+    }, []);
+
+    return null;
 }
 
 QuickBooksDesktopSetupFlowSyncPage.displayName = 'QuickBooksDesktopSetupFlowSyncPage';