Connect to sage intacct

src/CONST.ts

@@ -591,6 +591,8 @@ 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: `${USE_EXPENSIFY_URL}/travelterms`,
+    EXPENSIFY_PACKAGE_FOR_SAGE_INTACCT: `${USE_EXPENSIFY_URL}/tools/integrations/downloadPackage`,
+    HOW_TO_CONNECT_TO_SAGE_INTACCT: 'https://help.expensify.com/articles/expensify-classic/integrations/accounting-integrations/Sage-Intacct#how-to-connect-to-sage-intacct',
 
     // Use Environment.getEnvironmentURL to get the complete URL with port number
     DEV_NEW_EXPENSIFY_URL: 'https://dev.new.expensify.com:',
@@ -1786,6 +1788,7 @@ const CONST = {
                 // Here we will add other connections names when we add support for them
                 QBO: 'quickbooksOnline',
                 XERO: 'xero',
+                SAGE_INTACCT: 'intacct',
             },
             SYNC_STAGE_NAME: {
                 STARTING_IMPORT_QBO: 'startingImportQBO',

src/ONYXKEYS.ts

@@ -486,6 +486,8 @@ const ONYXKEYS = {
         NEW_CHAT_NAME_FORM_DRAFT: 'newChatNameFormDraft',
         SUBSCRIPTION_SIZE_FORM: 'subscriptionSizeForm',
         SUBSCRIPTION_SIZE_FORM_DRAFT: 'subscriptionSizeFormDraft',
+        SAGE_INTACCT_CREDENTIALS_FORM: 'sageIntacctCredentialsForm',
+        SAGE_INTACCT_CREDENTIALS_FORM_DRAFT: 'sageIntacctCredentialsFormDraft',
     },
 } as const;
 
@@ -545,6 +547,7 @@ type OnyxFormValuesMapping = {
     [ONYXKEYS.FORMS.WORKSPACE_TAX_VALUE_FORM]: FormTypes.WorkspaceTaxValueForm;
     [ONYXKEYS.FORMS.NEW_CHAT_NAME_FORM]: FormTypes.NewChatNameForm;
     [ONYXKEYS.FORMS.SUBSCRIPTION_SIZE_FORM]: FormTypes.SubscriptionSizeForm;
+    [ONYXKEYS.FORMS.SAGE_INTACCT_CREDENTIALS_FORM]: FormTypes.SageIntactCredentialsForm;
 };
 
 type OnyxFormDraftValuesMapping = {

src/ROUTES.ts

@@ -908,6 +908,18 @@ const ROUTES = {
         route: 'settings/workspaces/:policyID/accounting/quickbooks-online/import/taxes',
         getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/quickbooks-online/import/taxes` as const,
     },
+    POLICY_ACCOUNTING_SAGE_INTACCT_PREREQUISITES: {
+        route: 'settings/workspaces/:policyID/accounting/sage-intacct/prerequisites',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/sage-intacct/prerequisites` as const,
+    },
+    POLICY_ACCOUNTING_ENTER_SAGE_INTACCT_CREDENTIALS: {
+        route: 'settings/workspaces/:policyID/accounting/sage-intacct/enter-credentials',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/sage-intacct/enter-credentials` as const,
+    },
+    POLICY_ACCOUNTING_EXISTING_SAGE_INTACCT_CONNECTIONS: {
+        route: 'settings/workspaces/:policyID/accounting/sage-intacct/exisitng-connections',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/sage-intacct/exisitng-connections` as const,
+    },
 } as const;
 
 /**

src/SCREENS.ts

@@ -263,6 +263,9 @@ const SCREENS = {
             XERO_EXPORT_PREFERRED_EXPORTER_SELECT: 'Workspace_Accounting_Xero_Export_Preferred_Exporter_Select',
             XERO_BILL_PAYMENT_ACCOUNT_SELECTOR: 'Policy_Accounting_Xero_Bill_Payment_Account_Selector',
             XERO_EXPORT_BANK_ACCOUNT_SELECT: 'Policy_Accounting_Xero_Export_Bank_Account_Select',
+            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 +1,138 @@
+import React, {useRef, useState} from 'react';
+import type {View} from 'react-native';
+import {useOnyx} from 'react-native-onyx';
+import Button from '@components/Button';
+import ConfirmModal from '@components/ConfirmModal';
+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 Navigation from '@libs/Navigation/Navigation';
+import {getPoliciesConnectedToSageIntacct} from '@libs/PolicyUtils';
+import type {AnchorPosition} from '@styles/index';
+import CONST from '@src/CONST';
+import ONYXKEYS from '@src/ONYXKEYS';
+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 currentIntegration = translate('workspace.accounting.integrationName', integrationToDisconnect);
+    const integrationToConnect = translate('workspace.accounting.integrationName', CONST.POLICY.CONNECTIONS.NAME.SAGE_INTACCT);
+
+    const [isDisconnectModalOpen, setIsDisconnectModalOpen] = useState(false);
+
+    const [policies] = useOnyx(ONYXKEYS.COLLECTION.POLICY);
+    const hasPoliciesConnectedToSageIntacct = !!getPoliciesConnectedToSageIntacct(policies);
+    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.reuseExitingConnection'),
+            onSelected: () => {
+                Navigation.navigate(ROUTES.POLICY_ACCOUNTING_EXISTING_SAGE_INTACCT_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 && (
+                <ConfirmModal
+                    title={translate('workspace.accounting.disconnectTitle', currentIntegration)}
+                    isVisible
+                    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);
+                    }}
+                    onCancel={() => setIsDisconnectModalOpen(false)}
+                    prompt={translate('workspace.accounting.disconnectPrompt', integrationToConnect, currentIntegration)}
+                    confirmText={translate('workspace.accounting.disconnect')}
+                    cancelText={translate('common.cancel')}
+                    danger
+                />
+            )}
+        </>
+    );
+}
+
+export default ConnectToSageIntacctButton;

src/components/Icon/Expensicons.ts

@@ -99,6 +99,7 @@ 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 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';
@@ -348,6 +349,7 @@ 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',
     },
     location: {
         useCurrent: 'Use current location',
@@ -2171,6 +2173,16 @@ export default {
             noAccountsFound: 'No accounts found',
             noAccountsFoundDescription: 'Add the account in Xero 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',
+            reuseExitingConnection: 'Reuse existing connection',
+            existingConnections: 'Existing connections',
+        },
         type: {
             free: 'Free',
             control: 'Control',
@@ -2391,6 +2403,19 @@ export default {
             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',
             xero: 'Xero',
+            intacct: 'Sage Intacct',
+            integrationName: (integration?: ConnectionName): string => {
+                switch (integration) {
+                    case CONST.POLICY.CONNECTIONS.NAME.QBO:
+                        return 'Quickbooks Online';
+                    case CONST.POLICY.CONNECTIONS.NAME.XERO:
+                        return 'Xero';
+                    case CONST.POLICY.CONNECTIONS.NAME.SAGE_INTACCT:
+                        return 'Sage Intacct';
+                    default:
+                        return 'Integration';
+                }
+            },
             setup: 'Connect',
             lastSync: 'Last synced just now',
             import: 'Import',
@@ -2399,17 +2424,7 @@ export default {
             other: 'Other integrations',
             syncNow: 'Sync now',
             disconnect: 'Disconnect',
-            disconnectTitle: (integration?: ConnectionName): string => {
-                switch (integration) {
-                    case CONST.POLICY.CONNECTIONS.NAME.QBO:
-                        return 'Disconnect QuickBooks Online';
-                    case CONST.POLICY.CONNECTIONS.NAME.XERO:
-                        return 'Disconnect Xero';
-                    default: {
-                        return 'Disconnect integration';
-                    }
-                }
-            },
+            disconnectTitle: (integration?: string): string => `Disconnect ${integration}`,
             syncError: (integration?: ConnectionName): string => {
                 switch (integration) {
                     case CONST.POLICY.CONNECTIONS.NAME.QBO:
@@ -2434,25 +2449,8 @@ export default {
                 [CONST.INTEGRATION_ENTITY_MAP_TYPES.NONE]: 'Not imported',
                 [CONST.INTEGRATION_ENTITY_MAP_TYPES.REPORT_FIELD]: 'Imported, displayed as report fields',
             },
-            disconnectPrompt: (integrationToConnect?: ConnectionName, currentIntegration?: ConnectionName): string => {
-                switch (integrationToConnect) {
-                    case CONST.POLICY.CONNECTIONS.NAME.QBO:
-                        return 'Are you sure you want to disconnect Xero to set up QuickBooks Online?';
-                    case CONST.POLICY.CONNECTIONS.NAME.XERO:
-                        return 'Are you sure you want to disconnect QuickBooks Online to set up Xero?';
-                    default: {
-                        switch (currentIntegration) {
-                            case CONST.POLICY.CONNECTIONS.NAME.QBO:
-                                return 'Are you sure you want to disconnect QuickBooks Online?';
-                            case CONST.POLICY.CONNECTIONS.NAME.XERO:
-                                return 'Are you sure you want to disconnect Xero?';
-                            default: {
-                                return 'Are you sure you want to disconnect this integration?';
-                            }
-                        }
-                    }
-                }
-            },
+            disconnectPrompt: (integrationToConnect?: string, currentIntegration?: string): string =>
+                `Are you sure you want to disconnect ${currentIntegration} to set up ${integrationToConnect}?`,
             enterCredentials: 'Enter your credentials',
             connections: {
                 syncStageName: (stage: PolicyConnectionSyncStage) => {