Connect to sage intacct

src/CONST.ts

@@ -601,6 +601,9 @@ const CONST = {
     ONFIDO_TERMS_OF_SERVICE_URL: 'https://onfido.com/terms-of-service/',
     LIST_OF_RESTRICTED_BUSINESSES: 'https://community.expensify.com/discussion/6191/list-of-restricted-businesses',
     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',
+    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`,
 
     // Use Environment.getEnvironmentURL to get the complete URL with port number
@@ -1793,11 +1796,13 @@ const CONST = {
                 QBO: 'quickbooksOnline',
                 XERO: 'xero',
                 NETSUITE: 'netsuite',
+                SAGE_INTACCT: 'intacct',
             },
             NAME_USER_FRIENDLY: {
                 netsuite: 'NetSuite',
                 quickbooksOnline: 'Quickbooks Online',
                 xero: 'Xero',
+                intacct: 'Sage Intacct',
             },
             SYNC_STAGE_NAME: {
                 STARTING_IMPORT_QBO: 'startingImportQBO',
@@ -1846,9 +1851,10 @@ const CONST = {
                 NETSUITE_SYNC_NETSUITE_REIMBURSED_REPORTS: 'netSuiteSyncNetSuiteReimbursedReports',
                 NETSUITE_SYNC_EXPENSIFY_REIMBURSED_REPORTS: 'netSuiteSyncExpensifyReimbursedReports',
                 SAGE_INTACCT_SYNC_CHECK_CONNECTION: 'intacctCheckConnection',
+                SAGE_INTACCT_SYNC_IMPORT_TITLE: 'intacctImportTitle',
                 SAGE_INTACCT_SYNC_IMPORT_DATA: 'intacctImportData',
-                SAGE_INTACCT_SYNC_IMPORT_DIMENSIONS: 'intacctImportDimensions',
                 SAGE_INTACCT_SYNC_IMPORT_EMPLOYEES: 'intacctImportEmployees',
+                SAGE_INTACCT_SYNC_IMPORT_DIMENSIONS: 'intacctImportDimensions',
                 SAGE_INTACCT_SYNC_IMPORT_SYNC_REIMBURSED_REPORTS: 'intacctImportSyncBillPayments',
             },
             SYNC_STAGE_TIMEOUT_MINUTES: 20,

src/ONYXKEYS.ts

@@ -526,6 +526,8 @@ const ONYXKEYS = {
         SUBSCRIPTION_SIZE_FORM_DRAFT: 'subscriptionSizeFormDraft',
         ISSUE_NEW_EXPENSIFY_CARD_FORM: 'issueNewExpensifyCardForm',
         ISSUE_NEW_EXPENSIFY_CARD_FORM_DRAFT: 'issueNewExpensifyCardFormDraft',
+        SAGE_INTACCT_CREDENTIALS_FORM: 'sageIntacctCredentialsForm',
+        SAGE_INTACCT_CREDENTIALS_FORM_DRAFT: 'sageIntacctCredentialsFormDraft',
     },
 } as const;
 
@@ -587,6 +589,7 @@ type OnyxFormValuesMapping = {
     [ONYXKEYS.FORMS.NEW_CHAT_NAME_FORM]: FormTypes.NewChatNameForm;
     [ONYXKEYS.FORMS.SUBSCRIPTION_SIZE_FORM]: FormTypes.SubscriptionSizeForm;
     [ONYXKEYS.FORMS.ISSUE_NEW_EXPENSIFY_CARD_FORM]: FormTypes.IssueNewExpensifyCardForm;
+    [ONYXKEYS.FORMS.SAGE_INTACCT_CREDENTIALS_FORM]: FormTypes.SageIntactCredentialsForm;
 };
 
 type OnyxFormDraftValuesMapping = {

src/ROUTES.ts

@@ -940,6 +940,18 @@ const ROUTES = {
         route: 'restricted-action/workspace/:policyID',
         getRoute: (policyID: string) => `restricted-action/workspace/${policyID}` as const,
     },
+    POLICY_ACCOUNTING_SAGE_INTACCT_PREREQUISITES: {
+        route: 'settings/workspaces/:policyID/accounting/sage-intacct/prerequisites',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/sage-intacct/prerequisites` as const,
+    },
+    POLICY_ACCOUNTING_SAGE_INTACCT_ENTER_CREDENTIALS: {
+        route: 'settings/workspaces/:policyID/accounting/sage-intacct/enter-credentials',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/sage-intacct/enter-credentials` as const,
+    },
+    POLICY_ACCOUNTING_SAGE_INTACCT_EXISTING_CONNECTIONS: {
+        route: 'settings/workspaces/:policyID/accounting/sage-intacct/existing-connections',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/sage-intacct/existing-connections` as const,
+    },
 } as const;
 
 /**

src/SCREENS.ts

@@ -273,6 +273,9 @@ const SCREENS = {
             XERO_BILL_PAYMENT_ACCOUNT_SELECTOR: 'Policy_Accounting_Xero_Bill_Payment_Account_Selector',
             XERO_EXPORT_BANK_ACCOUNT_SELECT: 'Policy_Accounting_Xero_Export_Bank_Account_Select',
             NETSUITE_SUBSIDIARY_SELECTOR: 'Policy_Accounting_Net_Suite_Subsidiary_Selector',
+            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',
         },
         INITIAL: 'Workspace_Initial',
         PROFILE: 'Workspace_Profile',

src/components/ConnectToSageIntacctButton/index.tsx

@@ -0,0 +1,128 @@
+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 {getPoliciesConnectedToSageIntacct} 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 {PolicyConnectionName} from '@src/types/onyx/Policy';
+
+type ConnectToSageIntacctButtonProps = {
+    policyID: string;
+    shouldDisconnectIntegrationBeforeConnecting?: boolean;
+    integrationToDisconnect?: PolicyConnectionName;
+};
+
+function ConnectToSageIntacctButton({policyID, shouldDisconnectIntegrationBeforeConnecting, integrationToDisconnect}: ConnectToSageIntacctButtonProps) {
+    const styles = useThemeStyles();
+    const {translate} = useLocalize();
+    const {isOffline} = useNetwork();
+
+    const [isDisconnectModalOpen, setIsDisconnectModalOpen] = useState(false);
+
+    const hasPoliciesConnectedToSageIntacct = !!getPoliciesConnectedToSageIntacct().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.intacct.createNewConnection'),
+            onSelected: () => {
+                Navigation.navigate(ROUTES.POLICY_ACCOUNTING_SAGE_INTACCT_PREREQUISITES.getRoute(policyID));
+                setIsReuseConnectionsPopoverOpen(false);
+            },
+        },
+        {
+            icon: Expensicons.Copy,
+            text: translate('workspace.intacct.reuseExistingConnection'),
+            onSelected: () => {
+                Navigation.navigate(ROUTES.POLICY_ACCOUNTING_SAGE_INTACCT_EXISTING_CONNECTIONS.getRoute(policyID));
+                setIsReuseConnectionsPopoverOpen(false);
+            },
+        },
+    ];
+
+    return (
+        <>
+            <Button
+                onPress={() => {
+                    if (shouldDisconnectIntegrationBeforeConnecting && integrationToDisconnect) {
+                        setIsDisconnectModalOpen(true);
+                        return;
+                    }
+                    if (!hasPoliciesConnectedToSageIntacct) {
+                        Navigation.navigate(ROUTES.POLICY_ACCOUNTING_SAGE_INTACCT_PREREQUISITES.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);
+                        setIsDisconnectModalOpen(false);
+                        if (!hasPoliciesConnectedToSageIntacct) {
+                            Navigation.navigate(ROUTES.POLICY_ACCOUNTING_SAGE_INTACCT_PREREQUISITES.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.SAGE_INTACCT}
+                    onCancel={() => setIsDisconnectModalOpen(false)}
+                />
+            )}
+        </>
+    );
+}
+
+export default ConnectToSageIntacctButton;

src/components/Icon/Expensicons.ts

@@ -100,6 +100,7 @@ import Inbox from '@assets/images/inbox.svg';
 import Info from '@assets/images/info.svg';
 import NetSuiteSquare from '@assets/images/integrationicons/netsuite-icon-square.svg';
 import QBOSquare from '@assets/images/integrationicons/qbo-icon-square.svg';
+import SageIntacctSquare from '@assets/images/integrationicons/sage-intacct-icon-square.svg';
 import XeroSquare from '@assets/images/integrationicons/xero-icon-square.svg';
 import InvoiceGeneric from '@assets/images/invoice-generic.svg';
 import Invoice from '@assets/images/invoice.svg';
@@ -349,6 +350,7 @@ export {
     Workflows,
     Workspace,
     XeroSquare,
+    SageIntacctSquare as IntacctSquare,
     Zoom,
     Twitter,
     Youtube,

src/languages/en.ts

@@ -340,6 +340,8 @@ export default {
         shared: 'Shared',
         drafts: 'Drafts',
         finished: 'Finished',
+        companyID: 'Company ID',
+        userID: 'User ID',
         disable: 'Disable',
     },
     location: {
@@ -2204,6 +2206,17 @@ export default {
             noSubsidiariesFound: 'No subsidiaries found',
             noSubsidiariesFoundDescription: 'Add the subsidiary in NetSuite and sync the connection again.',
         },
+        intacct: {
+            sageIntacctSetup: 'Sage Intacct setup',
+            prerequisitesTitle: 'Before you connect...',
+            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}`,
+        },
         type: {
             free: 'Free',
             control: 'Control',
@@ -2463,6 +2476,7 @@ export default {
             qbo: 'Quickbooks Online',
             xero: 'Xero',
             netsuite: 'NetSuite',
+            intacct: 'Sage Intacct',
             setup: 'Connect',
             lastSync: 'Last synced just now',
             import: 'Import',
@@ -2609,8 +2623,8 @@ export default {
                             return 'Marking NetSuite bills and invoices as paid';
                         case 'intacctCheckConnection':
                             return 'Checking Sage Intacct connection';
-                        case 'intacctImportDimensions':
-                            return 'Importing dimensions';
+                        case 'intacctImportTitle':
+                            return 'Importing Sage Intacct data';
                         default: {
                             return `Translation missing for stage: ${stage}`;
                         }

src/languages/es.ts

@@ -331,6 +331,8 @@ export default {
         shared: 'Compartidos',
         drafts: 'Borradores',
         finished: 'Finalizados',
+        companyID: 'Empresa ID',
+        userID: 'Usuario ID',
         disable: 'Deshabilitar',
     },
     connectionComplete: {
@@ -2239,6 +2241,17 @@ export default {
             noSubsidiariesFound: 'No se ha encontrado subsidiarias',
             noSubsidiariesFoundDescription: 'Añade la subsidiaria en NetSuite y sincroniza de nuevo la conexión.',
         },
+        intacct: {
+            sageIntacctSetup: 'Sage Intacct configuración',
+            prerequisitesTitle: 'Antes de conectar...',
+            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}`,
+        },
         type: {
             free: 'Gratis',
             control: 'Control',
@@ -2438,6 +2451,7 @@ export default {
             qbo: 'Quickbooks Online',
             xero: 'Xero',
             netsuite: 'NetSuite',
+            intacct: 'Sage Intacct',
             setup: 'Configurar',
             lastSync: 'Recién sincronizado',
             import: 'Importar',
@@ -2583,6 +2597,8 @@ export default {
                             return 'Comprobando la conexión a Sage Intacct';
                         case 'intacctImportDimensions':
                             return 'Importando dimensiones';
+                        case 'intacctImportTitle':
+                            return 'Importando datos desde Sage Intacct';
                         default: {
                             return `Translation missing for stage: ${stage}`;
                         }

src/libs/API/parameters/ConnectPolicyToSageIntacctParams.ts

@@ -0,0 +1,8 @@
+type ConnectPolicyToSageIntacctParams = {
+    policyID: string;
+    intacctCompanyID: string;
+    intacctUserID: string;
+    intacctPassword: string;
+};
+
+export default ConnectPolicyToSageIntacctParams;

src/libs/API/parameters/index.ts

@@ -122,6 +122,7 @@ export type {default as AddMembersToWorkspaceParams} from './AddMembersToWorkspa
 export type {default as DeleteMembersFromWorkspaceParams} from './DeleteMembersFromWorkspaceParams';
 export type {default as OpenWorkspaceParams} from './OpenWorkspaceParams';
 export type {default as OpenWorkspaceViewParams} from './OpenWorkspaceViewParams';
+export type {default as ConnectPolicyToSageIntacctParams} from './ConnectPolicyToSageIntacctParams';
 export type {default as OpenWorkspaceReimburseViewParams} from './OpenWorkspaceReimburseViewParams';
 export type {default as OpenWorkspaceInvitePageParams} from './OpenWorkspaceInvitePageParams';
 export type {default as OpenWorkspaceMembersPageParams} from './OpenWorkspaceMembersPageParams';

src/libs/API/types.ts

@@ -229,6 +229,7 @@ const WRITE_COMMANDS = {
     UPDATE_SUBSCRIPTION_ADD_NEW_USERS_AUTOMATICALLY: 'UpdateSubscriptionAddNewUsersAutomatically',
     UPDATE_SUBSCRIPTION_SIZE: 'UpdateSubscriptionSize',
     UPDATE_NETSUITE_SUBSIDIARY: 'UpdateNetSuiteSubsidiary',
+    CONNECT_POLICY_TO_SAGE_INTACCT: 'ConnectPolicyToSageIntacct',
 } as const;
 
 type WriteCommand = ValueOf<typeof WRITE_COMMANDS>;
@@ -458,6 +459,7 @@ type WriteCommandParameters = {
     [WRITE_COMMANDS.UPDATE_SUBSCRIPTION_AUTO_RENEW]: Parameters.UpdateSubscriptionAutoRenewParams;
     [WRITE_COMMANDS.UPDATE_SUBSCRIPTION_ADD_NEW_USERS_AUTOMATICALLY]: Parameters.UpdateSubscriptionAddNewUsersAutomaticallyParams;
     [WRITE_COMMANDS.UPDATE_SUBSCRIPTION_SIZE]: Parameters.UpdateSubscriptionSizeParams;
+    [WRITE_COMMANDS.CONNECT_POLICY_TO_SAGE_INTACCT]: Parameters.ConnectPolicyToSageIntacctParams;
 
     // Netsuite parameters
     [WRITE_COMMANDS.UPDATE_NETSUITE_SUBSIDIARY]: Parameters.UpdateNetSuiteSubsidiaryParams;