Merge pull request #44930 from Expensify/arosiclair-export-integratio…

…n-action
Expensify · Jul 16, 2024 · 8825b89 · 8825b89
2 parents 825821b + 730a715
commit 8825b89
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Showing 11 changed files with 237 additions and 9 deletions.
diff --git a/src/CONST.ts b/src/CONST.ts
@@ -2093,8 +2093,12 @@ const CONST = {
             NAME_USER_FRIENDLY: {
                 netsuite: 'NetSuite',
                 quickbooksOnline: 'Quickbooks Online',
+                quickbooksDesktop: 'Quickbooks Desktop',
                 xero: 'Xero',
                 intacct: 'Sage Intacct',
+                financialForce: 'FinancialForce',
+                billCom: 'Bill.com',
+                zenefits: 'Zenefits',
             },
             SYNC_STAGE_NAME: {
                 STARTING_IMPORT_QBO: 'startingImportQBO',

diff --git a/src/components/ReportActionItem/ExportIntegration.tsx b/src/components/ReportActionItem/ExportIntegration.tsx
@@ -0,0 +1,48 @@
+/* eslint-disable react/no-array-index-key */
+import React from 'react';
+import {View} from 'react-native';
+import type {OnyxEntry} from 'react-native-onyx';
+import Text from '@components/Text';
+import TextLink from '@components/TextLink';
+import useThemeStyles from '@hooks/useThemeStyles';
+import * as ReportActionUtils from '@libs/ReportActionsUtils';
+import type {ReportAction} from '@src/types/onyx';
+
+type ExportIntegrationProps = {
+    action: OnyxEntry<ReportAction>;
+};
+
+function ExportIntegration({action}: ExportIntegrationProps) {
+    const styles = useThemeStyles();
+    const fragments = ReportActionUtils.getExportIntegrationActionFragments(action);
+
+    return (
+        <View style={[styles.flex1, styles.flexRow, styles.alignItemsCenter, styles.flexWrap]}>
+            {fragments.map((fragment, index) => {
+                if (!fragment.url) {
+                    return (
+                        <Text
+                            key={index}
+                            style={[styles.chatItemMessage, styles.colorMuted]}
+                        >
+                            {fragment.text}{' '}
+                        </Text>
+                    );
+                }
+
+                return (
+                    <TextLink
+                        key={index}
+                        href={fragment.url}
+                    >
+                        {fragment.text}{' '}
+                    </TextLink>
+                );
+            })}
+        </View>
+    );
+}
+
+ExportIntegration.displayName = 'ExportIntegration';
+
+export default ExportIntegration;
diff --git a/src/languages/en.ts b/src/languages/en.ts
@@ -3612,7 +3612,13 @@ export default {
                 changeType: ({oldType, newType}: ChangeTypeParams) => `changed type from ${oldType} to ${newType}`,
                 delegateSubmit: ({delegateUser, originalManager}: DelegateSubmitParams) => `sent this report to ${delegateUser} since ${originalManager} is on vacation`,
                 exportedToCSV: `exported this report to CSV`,
-                exportedToIntegration: ({label}: ExportedToIntegrationParams) => `exported this report to ${CONST.POLICY.CONNECTIONS.NAME_USER_FRIENDLY[label] ?? label}`,
+                exportedToIntegration: {
+                    automatic: ({label}: ExportedToIntegrationParams) => `exported this report to ${label}.`,
+                    manual: ({label}: ExportedToIntegrationParams) => `marked this report as manually exported to ${label}.`,
+                    reimburseableLink: 'View out of pocket expenses.',
+                    nonReimbursableLink: 'View company card expenses.',
+                    pending: ({label}: ExportedToIntegrationParams) => `started exporting this report to ${label}...`,
+                },
                 forwarded: ({amount, currency}: ForwardedParams) => `approved ${currency}${amount}`,
                 integrationsMessage: (errorMessage: string, label: string) => `failed to export this report to ${label} ("${errorMessage}").`,
                 managerAttachReceipt: `added a receipt`,

diff --git a/src/languages/es.ts b/src/languages/es.ts
@@ -3668,7 +3668,13 @@ export default {
                 changeType: ({oldType, newType}: ChangeTypeParams) => `cambió type de ${oldType} a ${newType}`,
                 delegateSubmit: ({delegateUser, originalManager}: DelegateSubmitParams) => `envié este informe a ${delegateUser} ya que ${originalManager} está de vacaciones`,
                 exportedToCSV: `exportó este informe a CSV`,
-                exportedToIntegration: ({label}: ExportedToIntegrationParams) => `exportó este informe a ${label}`,
+                exportedToIntegration: {
+                    automatic: ({label}: ExportedToIntegrationParams) => `exportó este informe a ${label}.`,
+                    manual: ({label}: ExportedToIntegrationParams) => `marcó este informe como exportado manualmente a ${label}.`,
+                    reimburseableLink: 'Ver los gastos por cuenta propia.',
+                    nonReimbursableLink: 'Ver los gastos de la tarjeta de empresa.',
+                    pending: ({label}: ExportedToIntegrationParams) => `comenzó a exportar este informe a ${label}...`,
+                },
                 forwarded: ({amount, currency}: ForwardedParams) => `aprobado ${currency}${amount}`,
                 integrationsMessage: (errorMessage: string, label: string) => `no se pudo exportar este informe a ${label} ("${errorMessage}").`,
                 managerAttachReceipt: `agregó un recibo`,

diff --git a/src/languages/types.ts b/src/languages/types.ts
@@ -1,5 +1,5 @@
 import type {OnyxInputOrEntry, ReportAction} from '@src/types/onyx';
-import type {ConnectionName, Unit} from '@src/types/onyx/Policy';
+import type {Unit} from '@src/types/onyx/Policy';
 import type {ViolationDataType} from '@src/types/onyx/TransactionViolation';
 import type en from './en';
 
@@ -311,7 +311,7 @@ type ChangeTypeParams = {oldType: string; newType: string};
 
 type DelegateSubmitParams = {delegateUser: string; originalManager: string};
 
-type ExportedToIntegrationParams = {label: ConnectionName};
+type ExportedToIntegrationParams = {label: string};
 
 type ForwardedParams = {amount: string; currency: string};
 

diff --git a/src/libs/OptionsListUtils.ts b/src/libs/OptionsListUtils.ts
@@ -737,6 +737,8 @@ function getLastMessageTextForReport(report: OnyxEntry<Report>, lastActorDetails
         lastMessageTextFromReport = ReportUtils.getIOUApprovedMessage(reportID);
     } else if (ReportActionUtils.isActionableAddPaymentCard(lastReportAction)) {
         lastMessageTextFromReport = ReportActionUtils.getReportActionMessageText(lastReportAction);
+    } else if (lastReportAction?.actionName === 'EXPORTINTEGRATION') {
+        lastMessageTextFromReport = ReportActionUtils.getExportIntegrationLastMessageText(lastReportAction);
     } else if (lastReportAction?.actionName && ReportActionUtils.isOldDotReportAction(lastReportAction)) {
         lastMessageTextFromReport = ReportActionUtils.getMessageOfOldDotReportAction(lastReportAction);
     }

diff --git a/src/libs/ReportActionsUtils.ts b/src/libs/ReportActionsUtils.ts
@@ -8,14 +8,15 @@ import CONST from '@src/CONST';
 import type {TranslationPaths} from '@src/languages/types';
 import ONYXKEYS from '@src/ONYXKEYS';
 import type {OnyxInputOrEntry} from '@src/types/onyx';
-import type {JoinWorkspaceResolution} from '@src/types/onyx/OriginalMessage';
+import type {JoinWorkspaceResolution, OriginalMessageExportIntegration} from '@src/types/onyx/OriginalMessage';
 import type Report from '@src/types/onyx/Report';
 import type {Message, OldDotReportAction, OriginalMessage, ReportActions} from '@src/types/onyx/ReportAction';
 import type ReportAction from '@src/types/onyx/ReportAction';
 import type ReportActionName from '@src/types/onyx/ReportActionName';
 import {isEmptyObject} from '@src/types/utils/EmptyObject';
 import DateUtils from './DateUtils';
 import * as Environment from './Environment/Environment';
+import getBase62ReportID from './getBase62ReportID';
 import isReportMessageAttachment from './isReportMessageAttachment';
 import * as Localize from './Localize';
 import Log from './Log';
@@ -82,6 +83,27 @@ Onyx.connect({
 let environmentURL: string;
 Environment.getEnvironmentURL().then((url: string) => (environmentURL = url));
 
+/*
+ * Url to the Xero non reimbursable expenses list
+ */
+const XERO_NON_REIMBURSABLE_EXPENSES_URL = 'https://go.xero.com/Bank/BankAccounts.aspx';
+
+/*
+ * Url to the NetSuite global search, which should be suffixed with the reportID.
+ */
+const NETSUITE_NON_REIMBURSABLE_EXPENSES_URL_PREFIX =
+    'https://system.netsuite.com/app/common/search/ubersearchresults.nl?quicksearch=T&searchtype=Uber&frame=be&Uber_NAMEtype=KEYWORDSTARTSWITH&Uber_NAME=';
+
+/*
+ * Url prefix to any Salesforce transaction or transaction list.
+ */
+const SALESFORCE_EXPENSES_URL_PREFIX = 'https://login.salesforce.com/';
+
+/*
+ * Url to the QBO expenses list
+ */
+const QBO_EXPENSES_URL = 'https://qbo.intuit.com/app/expenses';
+
 function isCreatedAction(reportAction: OnyxInputOrEntry<ReportAction>): boolean {
     return reportAction?.actionName === CONST.REPORT.ACTIONS.TYPE.CREATED;
 }
@@ -1156,7 +1178,6 @@ function isOldDotReportAction(action: ReportAction | OldDotReportAction) {
         CONST.REPORT.ACTIONS.TYPE.CHANGE_TYPE,
         CONST.REPORT.ACTIONS.TYPE.DELEGATE_SUBMIT,
         CONST.REPORT.ACTIONS.TYPE.EXPORTED_TO_CSV,
-        CONST.REPORT.ACTIONS.TYPE.EXPORTED_TO_INTEGRATION,
         CONST.REPORT.ACTIONS.TYPE.FORWARDED,
         CONST.REPORT.ACTIONS.TYPE.INTEGRATIONS_MESSAGE,
         CONST.REPORT.ACTIONS.TYPE.MANAGER_ATTACH_RECEIPT,
@@ -1220,8 +1241,6 @@ function getMessageOfOldDotReportAction(oldDotAction: PartialReportAction | OldD
         }
         case CONST.REPORT.ACTIONS.TYPE.EXPORTED_TO_CSV:
             return Localize.translateLocal('report.actions.type.exportedToCSV');
-        case CONST.REPORT.ACTIONS.TYPE.EXPORTED_TO_INTEGRATION:
-            return Localize.translateLocal('report.actions.type.exportedToIntegration', {label: originalMessage.label});
         case CONST.REPORT.ACTIONS.TYPE.INTEGRATIONS_MESSAGE: {
             const {result, label} = originalMessage;
             const errorMessage = result?.messages?.join(', ') ?? '';
@@ -1434,6 +1453,86 @@ function isActionableAddPaymentCard(reportAction: OnyxEntry<ReportAction>): repo
     return reportAction?.actionName === CONST.REPORT.ACTIONS.TYPE.ACTIONABLE_ADD_PAYMENT_CARD;
 }
 
+function getExportIntegrationLastMessageText(reportAction: OnyxEntry<ReportAction>): string {
+    const fragments = getExportIntegrationActionFragments(reportAction);
+    return fragments.reduce((acc, fragment) => `${acc} ${fragment.text}`, '');
+}
+
+function getExportIntegrationMessageHTML(reportAction: OnyxEntry<ReportAction>): string {
+    const fragments = getExportIntegrationActionFragments(reportAction);
+    const htmlFragments = fragments.map((fragment) => (fragment.url ? `<a href="${fragment.url}">${fragment.text}</a>` : fragment.text));
+    return htmlFragments.join(' ');
+}
+
+function getExportIntegrationActionFragments(reportAction: OnyxEntry<ReportAction>): Array<{text: string; url: string}> {
+    if (reportAction?.actionName !== 'EXPORTINTEGRATION') {
+        throw Error(`received wrong action type. actionName: ${reportAction?.actionName}`);
+    }
+
+    const isPending = reportAction?.pendingAction === CONST.RED_BRICK_ROAD_PENDING_ACTION.ADD;
+    const originalMessage = (getOriginalMessage(reportAction) ?? {}) as OriginalMessageExportIntegration;
+    const {label, markedManually} = originalMessage;
+    const reimbursableUrls = originalMessage.reimbursableUrls ?? [];
+    const nonReimbursableUrls = originalMessage.nonReimbursableUrls ?? [];
+    const reportID = reportAction?.reportID ?? '';
+    const wasExportedAfterBase62 = (reportAction?.created ?? '') > '2022-11-14';
+    const base62ReportID = getBase62ReportID(Number(reportID));
+
+    const result: Array<{text: string; url: string}> = [];
+    if (isPending) {
+        result.push({
+            text: Localize.translateLocal('report.actions.type.exportedToIntegration.pending', {label}),
+            url: '',
+        });
+    } else if (markedManually) {
+        result.push({
+            text: Localize.translateLocal('report.actions.type.exportedToIntegration.manual', {label}),
+            url: '',
+        });
+    } else {
+        result.push({
+            text: Localize.translateLocal('report.actions.type.exportedToIntegration.automatic', {label}),
+            url: '',
+        });
+    }
+
+    if (reimbursableUrls.length === 1) {
+        result.push({
+            text: Localize.translateLocal('report.actions.type.exportedToIntegration.reimburseableLink'),
+            url: reimbursableUrls[0],
+        });
+    }
+
+    if (nonReimbursableUrls.length) {
+        const text = Localize.translateLocal('report.actions.type.exportedToIntegration.nonReimbursableLink');
+        let url = '';
+
+        if (nonReimbursableUrls.length === 1) {
+            url = nonReimbursableUrls[0];
+        } else {
+            switch (label) {
+                case CONST.POLICY.CONNECTIONS.NAME_USER_FRIENDLY.xero:
+                    url = XERO_NON_REIMBURSABLE_EXPENSES_URL;
+                    break;
+                case CONST.POLICY.CONNECTIONS.NAME_USER_FRIENDLY.netsuite:
+                    url = NETSUITE_NON_REIMBURSABLE_EXPENSES_URL_PREFIX;
+                    url += wasExportedAfterBase62 ? base62ReportID : reportID;
+                    break;
+                case CONST.POLICY.CONNECTIONS.NAME_USER_FRIENDLY.financialForce:
+                    // The first three characters in a Salesforce ID is the expense type
+                    url = nonReimbursableUrls[0].substring(0, SALESFORCE_EXPENSES_URL_PREFIX.length + 3);
+                    break;
+                default:
+                    url = QBO_EXPENSES_URL;
+            }
+        }
+
+        result.push({text, url});
+    }
+
+    return result;
+}
+
 export {
     extractLinksFromMessageHtml,
     getDismissedViolationMessageText,
@@ -1522,6 +1621,9 @@ export {
     getIOUActionForReportID,
     getFilteredForOneTransactionView,
     isActionableAddPaymentCard,
+    getExportIntegrationActionFragments,
+    getExportIntegrationLastMessageText,
+    getExportIntegrationMessageHTML,
 };
 
 export type {LastVisibleMessage};
diff --git a/src/libs/getBase62ReportID.ts b/src/libs/getBase62ReportID.ts
@@ -0,0 +1,19 @@
+/**
+ * Take an integer reportID and convert it to a string representing a Base-62 report ID.
+ *
+ * This is in it's own module to prevent a dependency cycle between libs/ReportUtils.ts and libs/ReportActionUtils.ts
+ *
+ * @return string The reportID in base 62-format, always 12 characters beginning with `R`.
+ */
+export default function getBase62ReportID(reportID: number): string {
+    const alphabet = '0123456789ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz';
+    let result = '';
+    let remainder = reportID;
+    while (remainder > 0) {
+        const currentVal = remainder % 62;
+        result = alphabet[currentVal] + result;
+        remainder = Math.floor(remainder / 62);
+    }
+
+    return `R${result.padStart(11, '0')}`;
+}
diff --git a/src/pages/home/report/ContextMenu/ContextMenuActions.tsx b/src/pages/home/report/ContextMenu/ContextMenuActions.tsx
@@ -417,6 +417,8 @@ const ContextMenuActions: ContextMenuAction[] = [
                     const reason = originalMessage?.reason;
                     const violationName = originalMessage?.violationName;
                     Clipboard.setString(Localize.translateLocal(`violationDismissal.${violationName}.${reason}` as TranslationPaths));
+                } else if (reportAction?.actionName === CONST.REPORT.ACTIONS.TYPE.EXPORTED_TO_INTEGRATION) {
+                    setClipboardMessage(ReportActionsUtils.getExportIntegrationMessageHTML(reportAction));
                 } else if (content) {
                     setClipboardMessage(
                         content.replace(/(<mention-user>)(.*?)(<\/mention-user>)/gi, (match, openTag: string, innerContent: string, closeTag: string): string => {

diff --git a/src/pages/home/report/ReportActionItem.tsx b/src/pages/home/report/ReportActionItem.tsx
@@ -21,6 +21,7 @@ import RenderHTML from '@components/RenderHTML';
 import type {ActionableItem} from '@components/ReportActionItem/ActionableItemButtons';
 import ActionableItemButtons from '@components/ReportActionItem/ActionableItemButtons';
 import ChronosOOOListActions from '@components/ReportActionItem/ChronosOOOListActions';
+import ExportIntegration from '@components/ReportActionItem/ExportIntegration';
 import MoneyRequestAction from '@components/ReportActionItem/MoneyRequestAction';
 import RenameAction from '@components/ReportActionItem/RenameAction';
 import ReportPreview from '@components/ReportActionItem/ReportPreview';
@@ -655,6 +656,8 @@ function ReportActionItem({
             children = <ReportActionItemBasicMessage message={ReportActionsUtils.getDismissedViolationMessageText(ReportActionsUtils.getOriginalMessage(action))} />;
         } else if (action.actionName === CONST.REPORT.ACTIONS.TYPE.POLICY_CHANGE_LOG.ADD_TAG) {
             children = <ReportActionItemBasicMessage message={PolicyUtils.getCleanedTagName(ReportActionsUtils.getReportActionMessage(action)?.text ?? '')} />;
+        } else if (ReportActionsUtils.isActionOfType(action, CONST.REPORT.ACTIONS.TYPE.EXPORTED_TO_INTEGRATION)) {
+            children = <ExportIntegration action={action} />;
         } else {
             const hasBeenFlagged =
                 ![CONST.MODERATION.MODERATOR_DECISION_APPROVED, CONST.MODERATION.MODERATOR_DECISION_PENDING].some((item) => item === moderationDecision) &&

diff --git a/src/types/onyx/OriginalMessage.ts b/src/types/onyx/OriginalMessage.ts
@@ -402,6 +402,41 @@ type OriginalMessageApproved = {
     expenseReportID: string;
 };
 
+/**
+ *
+ */
+type OriginalMessageExportIntegration = {
+    /**
+     * Whether the export was done via an automation
+     */
+    automaticAction: false;
+
+    /**
+     * The integration that was exported to (display text)
+     */
+    label: string;
+
+    /**
+     *
+     */
+    lastModified: string;
+
+    /**
+     * Whether the report was manually marked as exported
+     */
+    markedManually: boolean;
+
+    /**
+     * An list of URLs to the report in the integration for company card expenses
+     */
+    nonReimbursableUrls?: string[];
+
+    /**
+     * An list of URLs to the report in the integration for out of pocket expenses
+     */
+    reimbursableUrls?: string[];
+};
+
 /** Model of `unapproved` report action */
 type OriginalMessageUnapproved = {
     /** Unapproved expense amount */
@@ -454,7 +489,7 @@ type OriginalMessageMap = {
     /** */
     [CONST.REPORT.ACTIONS.TYPE.EXPORTED_TO_CSV]: never;
     /** */
-    [CONST.REPORT.ACTIONS.TYPE.EXPORTED_TO_INTEGRATION]: never;
+    [CONST.REPORT.ACTIONS.TYPE.EXPORTED_TO_INTEGRATION]: OriginalMessageExportIntegration;
     /** */
     [CONST.REPORT.ACTIONS.TYPE.FORWARDED]: never;
     /** */
@@ -562,4 +597,5 @@ export type {
     OriginalMessageChangeLog,
     JoinWorkspaceResolution,
     OriginalMessageModifiedExpense,
+    OriginalMessageExportIntegration,
 };