[QBD] Handle the initial connection for QBD

src/CONST.ts

@@ -2302,10 +2302,10 @@ const CONST = {
             NAME: {
                 // Here we will add other connections names when we add support for them
                 QBO: 'quickbooksOnline',
+                QBD: 'quickbooksDesktop',
                 XERO: 'xero',
                 NETSUITE: 'netsuite',
                 SAGE_INTACCT: 'intacct',
-                QBD: 'quickbooksDesktop',
             },
             ROUTE: {
                 QBO: 'quickbooks-online',

src/ROUTES.ts

@@ -1530,6 +1530,18 @@ const ROUTES = {
         route: 'settings/workspaces/:policyID/accounting/sage-intacct/advanced/payment-account',
         getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/sage-intacct/advanced/payment-account` as const,
     },
+    POLICY_ACCOUNTING_QUICKBOOKS_DESKTOP_SETUP_MODAL: {
+        route: 'settings/workspaces/:policyID/accounting/quickbooks-desktop/setup-modal',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/quickbooks-desktop/setup-modal` as const,
+    },
+    POLICY_ACCOUNTING_QUICKBOOKS_DESKTOP_SETUP_REQUIRED_DEVICE_MODAL: {
+        route: 'settings/workspaces/:policyID/accounting/quickbooks-desktop/setup-required-device',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/quickbooks-desktop/setup-required-device` as const,
+    },
+    POLICY_ACCOUNTING_QUICKBOOKS_DESKTOP_TRIGGER_FIRST_SYNC: {
+        route: 'settings/workspaces/:policyID/accounting/quickbooks-desktop/trigger-first-sync',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/quickbooks-desktop/trigger-first-sync` as const,
+    },
     DEBUG_REPORT: {
         route: 'debug/report/:reportID',
         getRoute: (reportID: string) => `debug/report/${reportID}` as const,

src/SCREENS.ts

@@ -385,6 +385,9 @@ const SCREENS = {
             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',
+            QUICKBOOKS_DESKTOP_SETUP_MODAL: 'Policy_Accouting_Quickbooks_Desktop_Setup_Modal',
+            QUICKBOOKS_DESKTOP_SETUP_REQUIRED_DEVICE_MODAL: 'Policy_Accouting_Quickbooks_Desktop_Setup_Required_Device_Modal',
+            QUICKBOOKS_DESKTOP_TRIGGER_FIRST_SYNC: 'Policy_Accouting_Quickbooks_Desktop_Trigger_First_Sync',
             CARD_RECONCILIATION: 'Policy_Accounting_Card_Reconciliation',
             RECONCILIATION_ACCOUNT_SETTINGS: 'Policy_Accounting_Reconciliation_Account_Settings',
         },

src/components/ConnectToQuickbooksDesktopFlow/index.native.tsx

@@ -0,0 +1,18 @@
+import {useEffect} from 'react';
+import Navigation from '@libs/Navigation/Navigation';
+import ROUTES from '@src/ROUTES';
+import type {ConnectToQuickbooksDesktopFlowProps} from './types';
+
+function ConnectToQuickbooksDesktopFlow({policyID}: ConnectToQuickbooksDesktopFlowProps) {
+    useEffect(() => {
+        Navigation.navigate(ROUTES.POLICY_ACCOUNTING_QUICKBOOKS_DESKTOP_SETUP_REQUIRED_DEVICE_MODAL.getRoute(policyID));
+        // eslint-disable-next-line react-compiler/react-compiler
+        // eslint-disable-next-line react-hooks/exhaustive-deps
+    }, []);
+
+    return null;
+}
+
+ConnectToQuickbooksDesktopFlow.displayName = 'ConnectToQuickbooksDesktopFlow';
+
+export default ConnectToQuickbooksDesktopFlow;

src/components/ConnectToQuickbooksDesktopFlow/index.tsx

@@ -0,0 +1,26 @@
+import {useEffect} from 'react';
+import useResponsiveLayout from '@hooks/useResponsiveLayout';
+import Navigation from '@libs/Navigation/Navigation';
+import * as PolicyAction from '@userActions/Policy/Policy';
+import ROUTES from '@src/ROUTES';
+import type {ConnectToQuickbooksDesktopFlowProps} from './types';
+
+function ConnectToQuickbooksDesktopFlow({policyID}: ConnectToQuickbooksDesktopFlowProps) {
+    const {isSmallScreenWidth} = useResponsiveLayout();
+
+    useEffect(() => {
+        if (isSmallScreenWidth) {
+            Navigation.navigate(ROUTES.POLICY_ACCOUNTING_QUICKBOOKS_DESKTOP_SETUP_REQUIRED_DEVICE_MODAL.getRoute(policyID));
+        } else {
+            // Since QBD doesn't support Taxes, we should disable them from the LHN when connecting to QBD
+            PolicyAction.enablePolicyTaxes(policyID, false);
+            Navigation.navigate(ROUTES.POLICY_ACCOUNTING_QUICKBOOKS_DESKTOP_SETUP_MODAL.getRoute(policyID));
+        }
+    }, [isSmallScreenWidth, policyID]);
+
+    return null;
+}
+
+ConnectToQuickbooksDesktopFlow.displayName = 'ConnectToQuickbooksDesktopFlow';
+
+export default ConnectToQuickbooksDesktopFlow;

src/components/ConnectToQuickbooksDesktopFlow/types.ts

@@ -0,0 +1,6 @@
+type ConnectToQuickbooksDesktopFlowProps = {
+    policyID: string;
+};
+
+// eslint-disable-next-line import/prefer-default-export
+export type {ConnectToQuickbooksDesktopFlowProps};

src/components/Icon/Expensicons.ts

@@ -106,6 +106,7 @@ import ImageCropSquareMask from '@assets/images/image-crop-square-mask.svg';
 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 QBDSquare from '@assets/images/integrationicons/qbd-icon-square.svg';
 import QBOCircle from '@assets/images/integrationicons/qbo-icon-circle.svg';
 import QBOSquare from '@assets/images/integrationicons/qbo-icon-square.svg';
 import SageIntacctSquare from '@assets/images/integrationicons/sage-intacct-icon-square.svg';
@@ -402,4 +403,5 @@ export {
     SpreadsheetComputer,
     Bookmark,
     Star,
+    QBDSquare,
 };

src/languages/en.ts

@@ -2358,6 +2358,16 @@ const translations = {
         },
         qbd: {
             exportDescription: 'Configure how Expensify data exports to QuickBooks Desktop.',
+            qbdSetup: 'QuickBooks Desktop setup',
+            requiredSetupDevice: {
+                title: "Can't connect from this device",
+                body1: "You'll need to setup this connection from the computer that hosts your QuickBooks Desktop company file.",
+                body2: "Once you're connected, you'll be able to sync and export from anywhere.",
+            },
+            setupPage: {
+                title: 'Open this link to connect',
+                body: 'To complete setup, open the following link on the computer where QuickBooks Desktop is running.',
+            },
         },
         qbo: {
             importDescription: 'Choose which coding configurations to import from QuickBooks Online to Expensify.',
@@ -3429,6 +3439,7 @@ const translations = {
             title: 'Connections',
             subtitle: 'Connect to your accounting system to code transactions with your chart of accounts, auto-match payments, and keep your finances in sync.',
             qbo: 'Quickbooks Online',
+            qbd: 'Quickbooks Desktop',
             xero: 'Xero',
             netsuite: 'NetSuite',
             intacct: 'Sage Intacct',

src/languages/es.ts

@@ -2380,6 +2380,16 @@ const translations = {
         },
         qbd: {
             exportDescription: 'Configura cómo se exportan los datos de Expensify a QuickBooks Desktop.',
+            qbdSetup: 'Configuración de QuickBooks Desktop',
+            requiredSetupDevice: {
+                title: 'No se puede conectar desde este dispositivo',
+                body1: 'Deberás configurar esta conexión desde la computadora que hospeda tu archivo de empresa de QuickBooks Desktop.',
+                body2: 'Una vez que estés conectado, podrás sincronizar y exportar desde cualquier lugar.',
+            },
+            setupPage: {
+                title: 'Abre este enlace para conectar',
+                body: 'Para completar la configuración, abre el siguiente enlace en la computadora donde se está ejecutando QuickBooks Desktop.',
+            },
         },
         qbo: {
             importDescription: 'Elige que configuraciónes de codificación son importadas desde QuickBooks Online a Expensify.',
@@ -3434,6 +3444,7 @@ const translations = {
             title: 'Conexiones',
             subtitle: 'Conecta a tu sistema de contabilidad para codificar transacciones con tu plan de cuentas, auto-cotejar pagos, y mantener tus finanzas sincronizadas.',
             qbo: 'Quickbooks Online',
+            qbd: 'Quickbooks Desktop',
             xero: 'Xero',
             netsuite: 'NetSuite',
             intacct: 'Sage Intacct',

src/libs/API/parameters/ConnectPolicyToQuickBooksDesktopParams.ts

@@ -0,0 +1,6 @@
+type ConnectPolicyToQuickBooksDesktopParams = {
+    /** ID of the policy */
+    policyID: string;
+};
+
+export default ConnectPolicyToQuickBooksDesktopParams;

src/libs/API/parameters/index.ts

@@ -330,3 +330,4 @@ export type {default as UpdateCompanyCardNameParams} from './UpdateCompanyCardNa
 export type {default as SetCompanyCardExportAccountParams} from './SetCompanyCardExportAccountParams';
 export type {default as SetMissingPersonalDetailsAndShipExpensifyCardParams} from './SetMissingPersonalDetailsAndShipExpensifyCardParams';
 export type {default as SetInvoicingTransferBankAccountParams} from './SetInvoicingTransferBankAccountParams';
+export type {default as ConnectPolicyToQuickBooksDesktopParams} from './ConnectPolicyToQuickBooksDesktopParams';

src/libs/API/types.ts

@@ -961,6 +961,7 @@ const SIDE_EFFECT_REQUEST_COMMANDS = {
     CONNECT_AS_DELEGATE: 'ConnectAsDelegate',
     DISCONNECT_AS_DELEGATE: 'DisconnectAsDelegate',
     COMPLETE_HYBRID_APP_ONBOARDING: 'CompleteHybridAppOnboarding',
+    CONNECT_POLICY_TO_QUICKBOOKS_DESKTOP: 'ConnectPolicyToQuickbooksDesktop',
 } as const;
 
 type SideEffectRequestCommand = ValueOf<typeof SIDE_EFFECT_REQUEST_COMMANDS>;
@@ -980,6 +981,7 @@ type SideEffectRequestCommandParameters = {
     [SIDE_EFFECT_REQUEST_COMMANDS.CONNECT_AS_DELEGATE]: Parameters.ConnectAsDelegateParams;
     [SIDE_EFFECT_REQUEST_COMMANDS.DISCONNECT_AS_DELEGATE]: EmptyObject;
     [SIDE_EFFECT_REQUEST_COMMANDS.COMPLETE_HYBRID_APP_ONBOARDING]: EmptyObject;
+    [SIDE_EFFECT_REQUEST_COMMANDS.CONNECT_POLICY_TO_QUICKBOOKS_DESKTOP]: Parameters.ConnectPolicyToQuickBooksDesktopParams;
 };
 
 type ApiRequestCommandParameters = WriteCommandParameters & ReadCommandParameters & SideEffectRequestCommandParameters;

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

@@ -313,6 +313,11 @@ const SettingsModalStackNavigator = createModalStackNavigator<SettingsNavigatorP
     [SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_ONLINE_EXPORT_PREFERRED_EXPORTER]: () =>
         require<ReactComponentModule>('../../../../pages/workspace/accounting/qbo/export/QuickbooksPreferredExporterConfigurationPage').default,
     [SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_EXPORT]: () => require<ReactComponentModule>('../../../../pages/workspace/accounting/qbd/export/QuickbooksDesktopExportPage').default,
+    [SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_SETUP_MODAL]: () => require<ReactComponentModule>('../../../../pages/workspace/accounting/qbd/QuickBooksDesktopSetupPage').default,
+    [SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_SETUP_REQUIRED_DEVICE_MODAL]: () =>
+        require<ReactComponentModule>('../../../../pages/workspace/accounting/qbd/RequireQuickBooksDesktopPage').default,
+    [SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_TRIGGER_FIRST_SYNC]: () =>
+        require<ReactComponentModule>('../../../../pages/workspace/accounting/qbd/QuickBooksDesktopSetupFlowSyncPage').default,
     [SCREENS.REIMBURSEMENT_ACCOUNT]: () => require<ReactComponentModule>('../../../../pages/ReimbursementAccount/ReimbursementAccountPage').default,
     [SCREENS.GET_ASSISTANCE]: () => require<ReactComponentModule>('../../../../pages/GetAssistancePage').default,
     [SCREENS.SETTINGS.TWO_FACTOR_AUTH]: () => require<ReactComponentModule>('../../../../pages/settings/Security/TwoFactorAuth/TwoFactorAuthPage').default,

src/libs/Navigation/linkingConfig/FULL_SCREEN_TO_RHP_MAPPING.ts

@@ -46,6 +46,9 @@ const FULL_SCREEN_TO_RHP_MAPPING: Partial<Record<FullScreenName, string[]>> = {
         SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_ONLINE_ACCOUNT_SELECTOR,
         SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_ONLINE_INVOICE_ACCOUNT_SELECTOR,
         SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_EXPORT,
+        SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_SETUP_MODAL,
+        SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_SETUP_REQUIRED_DEVICE_MODAL,
+        SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_TRIGGER_FIRST_SYNC,
         SCREENS.WORKSPACE.ACCOUNTING.XERO_IMPORT,
         SCREENS.WORKSPACE.ACCOUNTING.XERO_CHART_OF_ACCOUNTS,
         SCREENS.WORKSPACE.ACCOUNTING.XERO_ORGANIZATION,

src/libs/Navigation/linkingConfig/config.ts

@@ -378,6 +378,15 @@ const config: LinkingOptions<RootStackParamList>['config'] = {
                             path: ROUTES.WORKSPACE_ACCOUNTING_QUICKBOOKS_ONLINE_INVOICE_ACCOUNT_SELECTOR.route,
                         },
                         [SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_EXPORT]: {path: ROUTES.POLICY_ACCOUNTING_QUICKBOOKS_DESKTOP_EXPORT.route},
+                        [SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_SETUP_MODAL]: {
+                            path: ROUTES.POLICY_ACCOUNTING_QUICKBOOKS_DESKTOP_SETUP_MODAL.route,
+                        },
+                        [SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_SETUP_REQUIRED_DEVICE_MODAL]: {
+                            path: ROUTES.POLICY_ACCOUNTING_QUICKBOOKS_DESKTOP_SETUP_REQUIRED_DEVICE_MODAL.route,
+                        },
+                        [SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_TRIGGER_FIRST_SYNC]: {
+                            path: ROUTES.POLICY_ACCOUNTING_QUICKBOOKS_DESKTOP_TRIGGER_FIRST_SYNC.route,
+                        },
                         [SCREENS.WORKSPACE.ACCOUNTING.XERO_IMPORT]: {path: ROUTES.POLICY_ACCOUNTING_XERO_IMPORT.route},
                         [SCREENS.WORKSPACE.ACCOUNTING.XERO_CHART_OF_ACCOUNTS]: {path: ROUTES.POLICY_ACCOUNTING_XERO_CHART_OF_ACCOUNTS.route},
                         [SCREENS.WORKSPACE.ACCOUNTING.XERO_ORGANIZATION]: {path: ROUTES.POLICY_ACCOUNTING_XERO_ORGANIZATION.route},

src/libs/Navigation/types.ts

@@ -439,6 +439,12 @@ type SettingsNavigatorParamList = {
     [SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_EXPORT]: {
         policyID: string;
     };
+    [SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_SETUP_MODAL]: {
+        policyID: string;
+    };
+    [SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_SETUP_REQUIRED_DEVICE_MODAL]: {
+        policyID: string;
+    };
     [SCREENS.WORKSPACE.ACCOUNTING.XERO_IMPORT]: {
         policyID: string;
     };

src/libs/actions/connections/QuickBooksDesktop.ts

@@ -0,0 +1,14 @@
+import * as API from '@libs/API';
+import type {ConnectPolicyToQuickBooksDesktopParams} from '@libs/API/parameters';
+import {SIDE_EFFECT_REQUEST_COMMANDS} from '@libs/API/types';
+
+function getQuickbooksDesktopCodatSetupLink(policyID: string) {
+    const params: ConnectPolicyToQuickBooksDesktopParams = {policyID};
+
+    // eslint-disable-next-line rulesdir/no-api-side-effects-method
+    return API.makeRequestWithSideEffects(SIDE_EFFECT_REQUEST_COMMANDS.CONNECT_POLICY_TO_QUICKBOOKS_DESKTOP, params);
+}
+
+// Disable because we will have more utils will be added in this file
+// eslint-disable-next-line import/prefer-default-export
+export {getQuickbooksDesktopCodatSetupLink};

src/pages/workspace/accounting/PolicyAccountingPage.tsx

@@ -73,7 +73,7 @@ function PolicyAccountingPage({policy}: PolicyAccountingPageProps) {
     const [isDisconnectModalOpen, setIsDisconnectModalOpen] = useState(false);
     const [datetimeToRelative, setDateTimeToRelative] = useState('');
     const threeDotsMenuContainerRef = useRef<View>(null);
-    const {canUseWorkspaceFeeds} = usePermissions();
+    const {canUseWorkspaceFeeds, canUseNewDotQBD} = usePermissions();
     const {startIntegrationFlow, popoverAnchorRefs} = useAccountingContext();
 
     const route = useRoute();
@@ -84,7 +84,9 @@ function PolicyAccountingPage({policy}: PolicyAccountingPageProps) {
 
     const isSyncInProgress = isConnectionInProgress(connectionSyncProgress, policy);
 
-    const accountingIntegrations = Object.values(CONST.POLICY.CONNECTIONS.NAME);
+    const {QBD: qbdConnectionName, ...allConnectionNamesWithoutQBD} = CONST.POLICY.CONNECTIONS.NAME;
+    const connectionNames = canUseNewDotQBD ? CONST.POLICY.CONNECTIONS.NAME : allConnectionNamesWithoutQBD;
+    const accountingIntegrations = Object.values(connectionNames);
     const connectedIntegration = getConnectedIntegration(policy, accountingIntegrations) ?? connectionSyncProgress?.connectionName;
     const synchronizationError = connectedIntegration && getSynchronizationErrorMessage(policy, connectedIntegration, isSyncInProgress, translate, styles);
 

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

@@ -0,0 +1,11 @@
+import React from 'react';
+import FullScreenLoadingIndicator from '@components/FullscreenLoadingIndicator';
+
+function QuickBooksDesktopSetupFlowSyncPage() {
+    // TODO: will be implemented in https://github.com/Expensify/App/issues/49698
+    return <FullScreenLoadingIndicator />;
+}
+
+QuickBooksDesktopSetupFlowSyncPage.displayName = 'QuickBooksDesktopSetupFlowSyncPage';
+
+export default QuickBooksDesktopSetupFlowSyncPage;