New Feature: "When to export" selector for auto-sync for NetSuite

src/CONST.ts

@@ -1817,6 +1817,7 @@ const CONST = {
         EXPORT_TO_NEXT_OPEN_PERIOD: 'exportToNextOpenPeriod',
         IMPORT_FIELDS: ['departments', 'classes', 'locations'],
         AUTO_SYNC: 'autoSync',
+        ACCOUNTING_METHOD: 'accountingMethod',
         REIMBURSEMENT_ACCOUNT_ID: 'reimbursementAccountID',
         COLLECTION_ACCOUNT: 'collectionAccount',
         AUTO_CREATE_ENTITIES: 'autoCreateEntities',

src/ROUTES.ts

@@ -1632,6 +1632,14 @@ const ROUTES = {
         getRoute: (policyID: string, expenseType: ValueOf<typeof CONST.NETSUITE_EXPENSE_TYPE>) =>
             `settings/workspaces/${policyID}/connections/netsuite/advanced/custom-form-id/${expenseType}` as const,
     },
+    POLICY_ACCOUNTING_NETSUITE_AUTO_SYNC: {
+        route: 'settings/workspaces/:policyID/connections/netsuite/advanced/autosync',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/connections/netsuite/advanced/autosync` as const,
+    },
+    POLICY_ACCOUNTING_NETSUITE_ACCOUNTING_METHOD: {
+        route: 'settings/workspaces/:policyID/connections/netsuite/advanced/autosync/accounting-method',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/connections/netsuite/advanced/autosync/accounting-method` 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,

src/SCREENS.ts

@@ -405,6 +405,8 @@ const SCREENS = {
             NETSUITE_JOURNAL_ENTRY_APPROVAL_LEVEL_SELECT: 'Policy_Accounting_NetSuite_Journal_Entry_Approval_Level_Select',
             NETSUITE_APPROVAL_ACCOUNT_SELECT: 'Policy_Accounting_NetSuite_Approval_Account_Select',
             NETSUITE_CUSTOM_FORM_ID: 'Policy_Accounting_NetSuite_Custom_Form_ID',
+            NETSUITE_AUTO_SYNC: 'Policy_Accounting_NetSuite_Auto_Sync',
+            NETSUITE_ACCOUNTING_METHOD: 'Policy_Accounting_NetSuite_Accounting_Method',
             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',

src/components/SelectionScreen.tsx

@@ -179,6 +179,7 @@ function SelectionScreen<T = string>({
                         sectionListStyle={!!sections.length && [styles.flexGrow0]}
                         shouldSingleExecuteRowSelect={shouldSingleExecuteRowSelect}
                         shouldUpdateFocusedIndex={shouldUpdateFocusedIndex}
+                        isAlternateTextMultilineSupported
                     >
                         <ErrorMessageRow
                             errors={errors}

src/languages/en.ts

@@ -463,6 +463,7 @@ const translations = {
         dropMessage: 'Drop your file here',
         ignore: 'Ignore',
         enabled: 'Enabled',
+        disabled: 'Disabled',
         import: 'Import',
         offlinePrompt: "You can't take this action right now.",
         outstanding: 'Outstanding',
@@ -2892,6 +2893,18 @@ const translations = {
                         [CONST.NETSUITE_REPORTS_APPROVAL_LEVEL.REPORTS_APPROVED_BOTH]: 'Supervisor and accounting approved',
                     },
                 },
+                accountingMethods: {
+                    label: 'When to Export',
+                    description: 'Choose when to export the expenses:',
+                    values: {
+                        [COMMON_CONST.INTEGRATIONS.ACCOUNTING_METHOD.ACCRUAL]: 'Accrual',
+                        [COMMON_CONST.INTEGRATIONS.ACCOUNTING_METHOD.CASH]: 'Cash',
+                    },
+                    alternateText: {
+                        [COMMON_CONST.INTEGRATIONS.ACCOUNTING_METHOD.ACCRUAL]: 'Out-of-pocket expenses will export when final approved',
+                        [COMMON_CONST.INTEGRATIONS.ACCOUNTING_METHOD.CASH]: 'Out-of-pocket expenses will export when paid',
+                    },
+                },
                 exportVendorBillsTo: {
                     label: 'Vendor bill approval level',
                     description: 'Once a vendor bill is approved in Expensify and exported to NetSuite, you can set an additional level of approval in NetSuite prior to posting.',
@@ -3895,6 +3908,7 @@ const translations = {
             exportDate: 'Export date',
             defaultVendor: 'Default vendor',
             autoSync: 'Auto-sync',
+            autoSyncDescription: 'Sync NetSuite and Expensify automatically, every day. Export finalized report in realtime',
             reimbursedReports: 'Sync reimbursed reports',
             cardReconciliation: 'Card reconciliation',
             reconciliationAccount: 'Reconciliation account',

src/languages/es.ts

@@ -1,3 +1,4 @@
+import {CONST as COMMON_CONST} from 'expensify-common';
 import CONST from '@src/CONST';
 import type en from './en';
 import type {
@@ -453,6 +454,7 @@ const translations = {
         dropTitle: 'Suéltalo',
         dropMessage: 'Suelta tu archivo aquí',
         enabled: 'Habilitado',
+        disabled: 'Desactivada',
         ignore: 'Ignorar',
         import: 'Importar',
         offlinePrompt: 'No puedes realizar esta acción ahora mismo.',
@@ -2929,6 +2931,18 @@ const translations = {
                         [CONST.NETSUITE_REPORTS_APPROVAL_LEVEL.REPORTS_APPROVED_BOTH]: 'Aprobado por supervisor y contabilidad',
                     },
                 },
+                accountingMethods: {
+                    label: 'Cuándo Exportar',
+                    description: 'Elige cuándo exportar los gastos:',
+                    values: {
+                        [COMMON_CONST.INTEGRATIONS.ACCOUNTING_METHOD.ACCRUAL]: 'Devengo',
+                        [COMMON_CONST.INTEGRATIONS.ACCOUNTING_METHOD.CASH]: 'Efectivo',
+                    },
+                    alternateText: {
+                        [COMMON_CONST.INTEGRATIONS.ACCOUNTING_METHOD.ACCRUAL]: 'Los gastos por cuenta propia se exportarán cuando estén aprobados definitivamente',
+                        [COMMON_CONST.INTEGRATIONS.ACCOUNTING_METHOD.CASH]: 'Los gastos por cuenta propia se exportarán cuando estén pagados',
+                    },
+                },
                 exportVendorBillsTo: {
                     label: 'Nivel de aprobación de facturas de proveedores',
                     description:
@@ -3900,6 +3914,7 @@ const translations = {
             exportDate: 'Fecha de exportación',
             defaultVendor: 'Proveedor predeterminado',
             autoSync: 'Autosincronización',
+            autoSyncDescription: 'Sincroniza NetSuite y Expensify automáticamente, todos los días. Exporta el informe finalizado en tiempo real',
             reimbursedReports: 'Sincronizar informes reembolsados',
             cardReconciliation: 'Conciliación de tarjetas',
             reconciliationAccount: 'Cuenta de conciliación',

src/libs/API/parameters/UpdateNetSuiteAccountingMethodParams.ts

@@ -0,0 +1,9 @@
+import type {CONST as COMMON_CONST} from 'expensify-common';
+import type {ValueOf} from 'type-fest';
+
+type UpdateNetSuiteAccountingMethodParams = {
+    policyID: string;
+    accountingMethod: ValueOf<typeof COMMON_CONST.INTEGRATIONS.ACCOUNTING_METHOD>;
+};
+
+export default UpdateNetSuiteAccountingMethodParams;

src/libs/API/parameters/index.ts

@@ -19,6 +19,7 @@ export type {default as OpenPolicyInitialPageParams} from './OpenPolicyInitialPa
 export type {default as SyncPolicyToQuickbooksOnlineParams} from './SyncPolicyToQuickbooksOnlineParams';
 export type {default as SyncPolicyToXeroParams} from './SyncPolicyToXeroParams';
 export type {default as SyncPolicyToNetSuiteParams} from './SyncPolicyToNetSuiteParams';
+export type {default as UpdateNetSuiteAccountingMethodParams} from './UpdateNetSuiteAccountingMethodParams';
 export type {default as SyncPolicyToQuickbooksDesktopParams} from './SyncPolicyToQuickbooksDesktopParams';
 export type {default as DeleteContactMethodParams} from './DeleteContactMethodParams';
 export type {default as DeletePaymentBankAccountParams} from './DeletePaymentBankAccountParams';

src/libs/API/types.ts

@@ -359,6 +359,7 @@ const WRITE_COMMANDS = {
     UPDATE_NETSUITE_COLLECTION_ACCOUNT: 'UpdateNetSuiteCollectionAccount',
     UPDATE_NETSUITE_EXPORT_REPORTS_TO: 'UpdateNetSuiteExportReportsTo',
     UPDATE_NETSUITE_VENDOR_BILLS_TO: 'UpdateNetSuiteExportVendorBillsTo',
+    UPDATE_NETSUITE_ACCOUNTING_METHOD: 'UpdateNetSuiteAccountingMethod',
     UPDATE_NETSUITE_JOURNALS_TO: 'UpdateNetSuiteExportJournalsTo',
     UPDATE_NETSUITE_APPROVAL_ACCOUNT: 'UpdateNetSuiteApprovalAccount',
     UPDATE_NETSUITE_CUSTOM_FORM_ID_OPTIONS_REIMBURSABLE: 'UpdateNetSuiteCustomFormIDOptionsReimbursable',
@@ -830,6 +831,7 @@ type WriteCommandParameters = {
     [WRITE_COMMANDS.UPDATE_NETSUITE_COLLECTION_ACCOUNT]: Parameters.UpdateNetSuiteGenericTypeParams<'bankAccountID', string>;
     [WRITE_COMMANDS.UPDATE_NETSUITE_EXPORT_REPORTS_TO]: Parameters.UpdateNetSuiteGenericTypeParams<'value', ValueOf<typeof CONST.NETSUITE_REPORTS_APPROVAL_LEVEL>>;
     [WRITE_COMMANDS.UPDATE_NETSUITE_VENDOR_BILLS_TO]: Parameters.UpdateNetSuiteGenericTypeParams<'value', ValueOf<typeof CONST.NETSUITE_VENDOR_BILLS_APPROVAL_LEVEL>>;
+    [WRITE_COMMANDS.UPDATE_NETSUITE_ACCOUNTING_METHOD]: Parameters.UpdateNetSuiteAccountingMethodParams;
     [WRITE_COMMANDS.UPDATE_NETSUITE_JOURNALS_TO]: Parameters.UpdateNetSuiteGenericTypeParams<'value', ValueOf<typeof CONST.NETSUITE_JOURNALS_APPROVAL_LEVEL>>;
     [WRITE_COMMANDS.UPDATE_NETSUITE_APPROVAL_ACCOUNT]: Parameters.UpdateNetSuiteGenericTypeParams<'value', string>;
     [WRITE_COMMANDS.UPDATE_NETSUITE_CUSTOM_FORM_ID_OPTIONS_REIMBURSABLE]: Parameters.UpdateNetSuiteCustomFormIDParams;

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

@@ -475,6 +475,9 @@ const SettingsModalStackNavigator = createModalStackNavigator<SettingsNavigatorP
     [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_APPROVAL_ACCOUNT_SELECT]: () =>
         require<ReactComponentModule>('../../../../pages/workspace/accounting/netsuite/advanced/NetSuiteApprovalAccountSelectPage').default,
     [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_CUSTOM_FORM_ID]: () => require<ReactComponentModule>('../../../../pages/workspace/accounting/netsuite/advanced/NetSuiteCustomFormIDPage').default,
+    [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_AUTO_SYNC]: () => require<ReactComponentModule>('../../../../pages/workspace/accounting/netsuite/advanced/NetSuiteAutoSyncPage').default,
+    [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_ACCOUNTING_METHOD]: () =>
+        require<ReactComponentModule>('../../../../pages/workspace/accounting/netsuite/advanced/NetSuiteAccountingMethodPage').default,
     [SCREENS.WORKSPACE.ACCOUNTING.SAGE_INTACCT_PREREQUISITES]: () => require<ReactComponentModule>('../../../../pages/workspace/accounting/intacct/SageIntacctPrerequisitesPage').default,
     [SCREENS.WORKSPACE.ACCOUNTING.ENTER_SAGE_INTACCT_CREDENTIALS]: () =>
         require<ReactComponentModule>('../../../../pages/workspace/accounting/intacct/EnterSageIntacctCredentialsPage').default,

src/libs/Navigation/linkingConfig/FULL_SCREEN_TO_RHP_MAPPING.ts

@@ -124,6 +124,8 @@ const FULL_SCREEN_TO_RHP_MAPPING: Partial<Record<FullScreenName, string[]>> = {
         SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_JOURNAL_ENTRY_APPROVAL_LEVEL_SELECT,
         SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_APPROVAL_ACCOUNT_SELECT,
         SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_CUSTOM_FORM_ID,
+        SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_AUTO_SYNC,
+        SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_ACCOUNTING_METHOD,
         SCREENS.WORKSPACE.ACCOUNTING.SAGE_INTACCT_PREREQUISITES,
         SCREENS.WORKSPACE.ACCOUNTING.ENTER_SAGE_INTACCT_CREDENTIALS,
         SCREENS.WORKSPACE.ACCOUNTING.EXISTING_SAGE_INTACCT_CONNECTIONS,

src/libs/Navigation/linkingConfig/config.ts

@@ -529,6 +529,12 @@ const config: LinkingOptions<RootStackParamList>['config'] = {
                         [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_CUSTOM_FORM_ID]: {
                             path: ROUTES.POLICY_ACCOUNTING_NETSUITE_CUSTOM_FORM_ID.route,
                         },
+                        [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_AUTO_SYNC]: {
+                            path: ROUTES.POLICY_ACCOUNTING_NETSUITE_AUTO_SYNC.route,
+                        },
+                        [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_ACCOUNTING_METHOD]: {
+                            path: ROUTES.POLICY_ACCOUNTING_NETSUITE_ACCOUNTING_METHOD.route,
+                        },
                         [SCREENS.WORKSPACE.ACCOUNTING.SAGE_INTACCT_PREREQUISITES]: {path: ROUTES.POLICY_ACCOUNTING_SAGE_INTACCT_PREREQUISITES.route},
                         [SCREENS.WORKSPACE.ACCOUNTING.ENTER_SAGE_INTACCT_CREDENTIALS]: {path: ROUTES.POLICY_ACCOUNTING_SAGE_INTACCT_ENTER_CREDENTIALS.route},
                         [SCREENS.WORKSPACE.ACCOUNTING.EXISTING_SAGE_INTACCT_CONNECTIONS]: {path: ROUTES.POLICY_ACCOUNTING_SAGE_INTACCT_EXISTING_CONNECTIONS.route},

src/libs/actions/connections/NetSuiteCommands.ts

@@ -1,3 +1,4 @@
+import type {CONST as COMMON_CONST} from 'expensify-common';
 import isObject from 'lodash/isObject';
 import type {OnyxUpdate} from 'react-native-onyx';
 import Onyx from 'react-native-onyx';
@@ -935,6 +936,21 @@ function updateNetSuiteExportReportsTo(
     API.write(WRITE_COMMANDS.UPDATE_NETSUITE_EXPORT_REPORTS_TO, parameters, onyxData);
 }
 
+function updateNetSuiteAccountingMethod(
+    policyID: string,
+    accountingMethod: ValueOf<typeof COMMON_CONST.INTEGRATIONS.ACCOUNTING_METHOD>,
+    oldAccountingMethod: ValueOf<typeof COMMON_CONST.INTEGRATIONS.ACCOUNTING_METHOD>,
+) {
+    const onyxData = updateNetSuiteOnyxData(policyID, CONST.NETSUITE_CONFIG.ACCOUNTING_METHOD, accountingMethod, oldAccountingMethod);
+
+    const parameters = {
+        policyID,
+        accountingMethod,
+    };
+
+    API.write(WRITE_COMMANDS.UPDATE_NETSUITE_ACCOUNTING_METHOD, parameters, onyxData);
+}
+
 function updateNetSuiteExportVendorBillsTo(
     policyID: string,
     approvalLevel: ValueOf<typeof CONST.NETSUITE_VENDOR_BILLS_APPROVAL_LEVEL>,
@@ -1037,4 +1053,5 @@ export {
     updateNetSuiteApprovalAccount,
     updateNetSuiteCustomFormIDOptions,
     updateNetSuiteCustomersJobsMapping,
+    updateNetSuiteAccountingMethod,
 };

src/pages/workspace/accounting/netsuite/advanced/NetSuiteAccountingMethodPage.tsx

@@ -0,0 +1,83 @@
+import {CONST as COMMON_CONST} from 'expensify-common';
+import React, {useCallback, useMemo} from 'react';
+import {View} from 'react-native';
+import type {ValueOf} from 'type-fest';
+import RadioListItem from '@components/SelectionList/RadioListItem';
+import type {ListItem} from '@components/SelectionList/types';
+import SelectionScreen from '@components/SelectionScreen';
+import type {SelectorType} from '@components/SelectionScreen';
+import Text from '@components/Text';
+import useLocalize from '@hooks/useLocalize';
+import useThemeStyles from '@hooks/useThemeStyles';
+import * as Connections from '@libs/actions/connections/NetSuiteCommands';
+import {settingsPendingAction} from '@libs/PolicyUtils';
+import Navigation from '@navigation/Navigation';
+import type {WithPolicyConnectionsProps} from '@pages/workspace/withPolicyConnections';
+import withPolicyConnections from '@pages/workspace/withPolicyConnections';
+import CONST from '@src/CONST';
+import type {TranslationPaths} from '@src/languages/types';
+import ROUTES from '@src/ROUTES';
+
+type MenuListItem = ListItem & {
+    value: ValueOf<typeof COMMON_CONST.INTEGRATIONS.ACCOUNTING_METHOD>;
+};
+
+function NetSuiteAccountingMethodPage({policy}: WithPolicyConnectionsProps) {
+    const {translate} = useLocalize();
+    const policyID = policy?.id ?? '-1';
+    const styles = useThemeStyles();
+    const config = policy?.connections?.netsuite?.options?.config;
+    const autoSyncConfig = policy?.connections?.netsuite?.config;
+    const accountingMethod = config?.accountingMethod ?? COMMON_CONST.INTEGRATIONS.ACCOUNTING_METHOD.CASH;
+    const data: MenuListItem[] = Object.values(COMMON_CONST.INTEGRATIONS.ACCOUNTING_METHOD).map((accountingMethodType) => ({
+        value: accountingMethodType,
+        text: translate(`workspace.netsuite.advancedConfig.accountingMethods.values.${accountingMethodType}` as TranslationPaths),
+        alternateText: translate(`workspace.netsuite.advancedConfig.accountingMethods.alternateText.${accountingMethodType}` as TranslationPaths),
+        keyForList: accountingMethodType,
+        isSelected: accountingMethod === accountingMethodType,
+    }));
+
+    const pendingAction =
+        settingsPendingAction([CONST.NETSUITE_CONFIG.AUTO_SYNC], autoSyncConfig?.pendingFields) ?? settingsPendingAction([CONST.NETSUITE_CONFIG.ACCOUNTING_METHOD], config?.pendingFields);
+
+    const headerContent = useMemo(
+        () => (
+            <View>
+                <Text style={[styles.ph5, styles.pb5]}>{translate('workspace.netsuite.advancedConfig.accountingMethods.description')}</Text>
+            </View>
+        ),
+        [translate, styles.pb5, styles.ph5],
+    );
+
+    const selectExpenseReportApprovalLevel = useCallback(
+        (row: MenuListItem) => {
+            if (row.value !== config?.accountingMethod) {
+                Connections.updateNetSuiteAccountingMethod(policyID, row.value, config?.accountingMethod ?? COMMON_CONST.INTEGRATIONS.ACCOUNTING_METHOD.CASH);
+            }
+            Navigation.goBack(ROUTES.POLICY_ACCOUNTING_NETSUITE_AUTO_SYNC.getRoute(policyID));
+        },
+        [config?.accountingMethod, policyID],
+    );
+
+    return (
+        <SelectionScreen
+            displayName={NetSuiteAccountingMethodPage.displayName}
+            title="workspace.netsuite.advancedConfig.accountingMethods.label"
+            headerContent={headerContent}
+            sections={[{data}]}
+            listItem={RadioListItem}
+            onSelectRow={(selection: SelectorType) => selectExpenseReportApprovalLevel(selection as MenuListItem)}
+            initiallyFocusedOptionKey={data.find((mode) => mode.isSelected)?.keyForList}
+            policyID={policyID}
+            accessVariants={[CONST.POLICY.ACCESS_VARIANTS.ADMIN]}
+            featureName={CONST.POLICY.MORE_FEATURES.ARE_CONNECTIONS_ENABLED}
+            onBackButtonPress={() => Navigation.goBack(ROUTES.POLICY_ACCOUNTING_NETSUITE_AUTO_SYNC.getRoute(policyID))}
+            connectionName={CONST.POLICY.CONNECTIONS.NAME.NETSUITE}
+            pendingAction={pendingAction}
+        />
+    );
+}
+
+NetSuiteAccountingMethodPage.displayName = 'NetSuiteExpenseReportApprovalLevelSelectPage';
+
+export default withPolicyConnections(NetSuiteAccountingMethodPage);