[QBD] Advanced settings main page

src/CONST.ts

@@ -1492,7 +1492,9 @@ const CONST = {
         MARK_CHECKS_TO_BE_PRINTED: 'markChecksToBePrinted',
         REIMBURSABLE_ACCOUNT: 'reimbursableAccount',
         REIMBURSABLE: 'reimbursable',
+        AUTO_SYNC: 'autoSync',
         ENABLE_NEW_CATEGORIES: 'enableNewCategories',
+        SHOULD_AUTO_CREATE_VENDOR: 'shouldAutoCreateVendor',
         MAPPINGS: {
             CLASSES: 'classes',
         },

src/ROUTES.ts

@@ -670,6 +670,10 @@ const ROUTES = {
         route: 'settings/workspaces/:policyID/accounting/quickbooks-online/export/date-select',
         getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/quickbooks-online/export/date-select` as const,
     },
+    WORKSPACE_ACCOUNTING_QUICKBOOKS_DESKTOP_ADVANCED: {
+        route: 'settings/workspaces/:policyID/accounting/quickbooks-desktop/advanced',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/quickbooks-desktop/advanced` as const,
+    },
     POLICY_ACCOUNTING_QUICKBOOKS_DESKTOP_EXPORT_DATE_SELECT: {
         route: 'settings/workspaces/:policyID/accounting/quickbooks-desktop/export/date-select',
         getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/quickbooks-desktop/export/date-select` as const,

src/SCREENS.ts

@@ -317,6 +317,7 @@ const SCREENS = {
             QUICKBOOKS_ONLINE_ADVANCED: 'Policy_Accounting_Quickbooks_Online_Advanced',
             QUICKBOOKS_ONLINE_ACCOUNT_SELECTOR: 'Policy_Accounting_Quickbooks_Online_Account_Selector',
             QUICKBOOKS_ONLINE_INVOICE_ACCOUNT_SELECTOR: 'Policy_Accounting_Quickbooks_Online_Invoice_Account_Selector',
+            QUICKBOOKS_DESKTOP_ADVANCED: 'Policy_Accounting_Quickbooks_Desktop_Advanced',
             QUICKBOOKS_DESKTOP_EXPORT_DATE_SELECT: 'Workspace_Accounting_Quickbooks_Desktop_Export_Date_Select',
             QUICKBOOKS_DESKTOP_EXPORT_PREFERRED_EXPORTER: 'Workspace_Accounting_Quickbooks_Desktop_Export_Preferred_Exporter',
             QUICKBOOKS_DESKTOP_EXPORT_OUT_OF_POCKET_EXPENSES: 'Workspace_Accounting_Quickbooks_Desktop_Export_Out_Of_Pocket_Expenses',

src/languages/en.ts

@@ -2458,6 +2458,12 @@ const translations = {
             classesDescription: 'Choose how to handle QuickBooks Desktop classes in Expensify.',
             tagsDisplayedAsDescription: 'Line item level',
             reportFieldsDisplayedAsDescription: 'Report level',
+            advancedConfig: {
+                autoSyncDescription: 'Expensify will automatically sync with QuickBooks Desktop every day.',
+                createEntities: 'Auto-create entities',
+                createEntitiesDescription:
+                    "Expensify will automatically create vendors in QuickBooks Desktop if they don't exist already, and auto-create customers when exporting invoices.",
+            },
         },
         qbo: {
             importDescription: 'Choose which coding configurations to import from QuickBooks Online to Expensify.',

src/languages/es.ts

@@ -2482,6 +2482,11 @@ const translations = {
             classesDescription: 'Elige cómo gestionar las clases de QuickBooks Desktop en Expensify.',
             tagsDisplayedAsDescription: 'Nivel de partida',
             reportFieldsDisplayedAsDescription: 'Nivel de informe',
+            advancedConfig: {
+                autoSyncDescription: 'Expensify se sincronizará automáticamente con QuickBooks Desktop todos los días.',
+                createEntities: 'Crear entidades automáticamente',
+                createEntitiesDescription: 'Expensify creará automáticamente proveedores en QuickBooks Desktop si aún no existen, y creará automáticamente clientes al exportar facturas.',
+            },
         },
         qbo: {
             importDescription: 'Elige que configuraciónes de codificación son importadas desde QuickBooks Online a Expensify.',

src/libs/API/types.ts

@@ -259,6 +259,8 @@ const WRITE_COMMANDS = {
     UPDATE_QUICKBOOKS_ONLINE_EXPORT: 'UpdateQuickbooksOnlineExport',
     UPDATE_QUICKBOOKS_DESKTOP_EXPORT_DATE: 'UpdateQuickbooksDesktopExportDate',
     UPDATE_MANY_POLICY_CONNECTION_CONFIGS: 'UpdateManyPolicyConnectionConfigurations',
+    UPDATE_QUICKBOOKS_DESKTOP_AUTO_CREATE_VENDOR: 'UpdateQuickbooksDesktopAutoCreateVendor',
+    UPDATE_QUICKBOOKS_DESKTOP_AUTO_SYNC: 'UpdateQuickbooksDesktopAutoSync',
     UPDATE_QUICKBOOKS_DESKTOP_EXPORT: 'UpdateQuickbooksDesktopExport',
     UPDATE_QUICKBOOKS_DESKTOP_REIMBURSABLE_EXPENSES_ACCOUNT: 'UpdateQuickbooksDesktopReimbursableExpensesAccount',
     UPDATE_QUICKBOOKS_DESKTOP_MARK_CHECKS_TO_BE_PRINTED: 'UpdateQuickbooksDesktopMarkChecksToBePrinted',
@@ -698,6 +700,8 @@ type WriteCommandParameters = {
     [WRITE_COMMANDS.UPDATE_QUICKBOOKS_ONLINE_COLLECTION_ACCOUNT_ID]: Parameters.UpdateQuickbooksOnlineGenericTypeParams;
     [WRITE_COMMANDS.UPDATE_QUICKBOOKS_DESKTOP_EXPORT_DATE]: Parameters.UpdateQuickbooksDesktopGenericTypeParams;
     [WRITE_COMMANDS.UPDATE_QUICKBOOKS_DESKTOP_MARK_CHECKS_TO_BE_PRINTED]: Parameters.UpdateQuickbooksDesktopGenericTypeParams;
+    [WRITE_COMMANDS.UPDATE_QUICKBOOKS_DESKTOP_AUTO_CREATE_VENDOR]: Parameters.UpdateQuickbooksDesktopGenericTypeParams;
+    [WRITE_COMMANDS.UPDATE_QUICKBOOKS_DESKTOP_AUTO_SYNC]: Parameters.UpdateQuickbooksDesktopGenericTypeParams;
     [WRITE_COMMANDS.UPDATE_QUICKBOOKS_DESKTOP_REIMBURSABLE_EXPENSES_ACCOUNT]: Parameters.UpdateQuickbooksDesktopGenericTypeParams;
     [WRITE_COMMANDS.UPDATE_QUICKBOOKS_DESKTOP_REIMBURSABLE_EXPENSES_EXPORT_DESTINATION]: Parameters.UpdateQuickbooksDesktopExpensesExportDestinationTypeParams;
     [WRITE_COMMANDS.UPDATE_QUICKBOOKS_DESKTOP_ENABLE_NEW_CATEGORIES]: Parameters.UpdateQuickbooksDesktopGenericTypeParams;

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

@@ -323,6 +323,8 @@ const SettingsModalStackNavigator = createModalStackNavigator<SettingsNavigatorP
     [SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_EXPORT_OUT_OF_POCKET_EXPENSES_SELECT]: () =>
         require<ReactComponentModule>('../../../../pages/workspace/accounting/qbd/export/QuickbooksDesktopOutOfPocketExpenseEntitySelectPage').default,
     [SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_EXPORT]: () => require<ReactComponentModule>('../../../../pages/workspace/accounting/qbd/export/QuickbooksDesktopExportPage').default,
+    [SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_ADVANCED]: () =>
+        require<ReactComponentModule>('../../../../pages/workspace/accounting/qbd/advanced/QuickbooksDesktopAdvancedPage').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,

src/libs/Navigation/linkingConfig/FULL_SCREEN_TO_RHP_MAPPING.ts

@@ -45,6 +45,7 @@ const FULL_SCREEN_TO_RHP_MAPPING: Partial<Record<FullScreenName, string[]>> = {
         SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_ONLINE_ADVANCED,
         SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_ONLINE_ACCOUNT_SELECTOR,
         SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_ONLINE_INVOICE_ACCOUNT_SELECTOR,
+        SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_ADVANCED,
         SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_EXPORT_DATE_SELECT,
         SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_EXPORT_PREFERRED_EXPORTER,
         SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_EXPORT_OUT_OF_POCKET_EXPENSES,

src/libs/Navigation/linkingConfig/config.ts

@@ -393,6 +393,9 @@ const config: LinkingOptions<RootStackParamList>['config'] = {
                         [SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_ONLINE_INVOICE_ACCOUNT_SELECTOR]: {
                             path: ROUTES.WORKSPACE_ACCOUNTING_QUICKBOOKS_ONLINE_INVOICE_ACCOUNT_SELECTOR.route,
                         },
+                        [SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_ADVANCED]: {
+                            path: ROUTES.WORKSPACE_ACCOUNTING_QUICKBOOKS_DESKTOP_ADVANCED.route,
+                        },
                         [SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_EXPORT_DATE_SELECT]: {path: ROUTES.POLICY_ACCOUNTING_QUICKBOOKS_DESKTOP_EXPORT_DATE_SELECT.route},
                         [SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_EXPORT_PREFERRED_EXPORTER]: {path: ROUTES.POLICY_ACCOUNTING_QUICKBOOKS_DESKTOP_PREFERRED_EXPORTER.route},
                         [SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_EXPORT_OUT_OF_POCKET_EXPENSES_ACCOUNT_SELECT]: {

src/libs/Navigation/types.ts

@@ -436,6 +436,9 @@ type SettingsNavigatorParamList = {
     [SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_ONLINE_EXPORT_PREFERRED_EXPORTER]: {
         policyID: string;
     };
+    [SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_ADVANCED]: {
+        policyID: string;
+    };
     [SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_DESKTOP_EXPORT_DATE_SELECT]: {
         policyID: string;
     };

src/libs/actions/connections/QuickbooksDesktop.ts

@@ -341,6 +341,21 @@ function updateQuickbooksDesktopExpensesExportDestination<TConfigUpdate extends
     API.write(WRITE_COMMANDS.UPDATE_QUICKBOOKS_DESKTOP_REIMBURSABLE_EXPENSES_EXPORT_DESTINATION, parameters, onyxData);
 }
 
+function updateQuickbooksDesktopShouldAutoCreateVendor<TSettingValue extends Connections['quickbooksDesktop']['config']['shouldAutoCreateVendor']>(
+    policyID: string,
+    settingValue: TSettingValue,
+) {
+    const onyxData = buildOnyxDataForQuickbooksConfiguration(policyID, CONST.QUICKBOOKS_DESKTOP_CONFIG.SHOULD_AUTO_CREATE_VENDOR, settingValue, !settingValue);
+
+    const parameters: UpdateQuickbooksDesktopGenericTypeParams = {
+        policyID,
+        settingValue: JSON.stringify(settingValue),
+        idempotencyKey: String(CONST.QUICKBOOKS_DESKTOP_CONFIG.SHOULD_AUTO_CREATE_VENDOR),
+    };
+
+    API.write(WRITE_COMMANDS.UPDATE_QUICKBOOKS_DESKTOP_AUTO_CREATE_VENDOR, parameters, onyxData);
+}
+
 function updateQuickbooksDesktopMarkChecksToBePrinted<TSettingValue extends Connections['quickbooksDesktop']['config']['markChecksToBePrinted']>(
     policyID: string,
     settingValue: TSettingValue,
@@ -425,9 +440,22 @@ function updateQuickbooksDesktopExportDate<TSettingValue extends Connections['qu
     API.write(WRITE_COMMANDS.UPDATE_QUICKBOOKS_DESKTOP_EXPORT_DATE, parameters, onyxData);
 }
 
+function updateQuickbooksDesktopAutoSync<TSettingValue extends Connections['quickbooksDesktop']['config']['autoSync']['enabled']>(policyID: string, settingValue: TSettingValue) {
+    const onyxData = buildOnyxDataForQuickbooksConfiguration(policyID, CONST.QUICKBOOKS_DESKTOP_CONFIG.AUTO_SYNC, {enabled: settingValue}, {enabled: !settingValue});
+
+    const parameters: UpdateQuickbooksDesktopGenericTypeParams = {
+        policyID,
+        settingValue: JSON.stringify(settingValue),
+        idempotencyKey: String(CONST.QUICKBOOKS_DESKTOP_CONFIG.AUTO_SYNC),
+    };
+    API.write(WRITE_COMMANDS.UPDATE_QUICKBOOKS_DESKTOP_AUTO_SYNC, parameters, onyxData);
+}
+
 export {
+    updateQuickbooksDesktopAutoSync,
     updateQuickbooksDesktopPreferredExporter,
     updateQuickbooksDesktopMarkChecksToBePrinted,
+    updateQuickbooksDesktopShouldAutoCreateVendor,
     updateQuickbooksDesktopExpensesExportDestination,
     updateQuickbooksDesktopReimbursableExpensesAccount,
     getQuickbooksDesktopCodatSetupLink,

src/pages/workspace/accounting/qbd/advanced/QuickbooksDesktopAdvancedPage.tsx

@@ -0,0 +1,82 @@
+import React from 'react';
+import ConnectionLayout from '@components/ConnectionLayout';
+import useLocalize from '@hooks/useLocalize';
+import usePermissions from '@hooks/usePermissions';
+import useThemeStyles from '@hooks/useThemeStyles';
+import * as QuickbooksDesktop from '@libs/actions/connections/QuickbooksDesktop';
+import * as ErrorUtils from '@libs/ErrorUtils';
+import Navigation from '@libs/Navigation/Navigation';
+import {settingsPendingAction} from '@libs/PolicyUtils';
+import type {WithPolicyConnectionsProps} from '@pages/workspace/withPolicyConnections';
+import withPolicyConnections from '@pages/workspace/withPolicyConnections';
+import ToggleSettingOptionRow from '@pages/workspace/workflows/ToggleSettingsOptionRow';
+import {clearQBDErrorField} from '@userActions/Policy/Policy';
+import CONST from '@src/CONST';
+import ROUTES from '@src/ROUTES';
+
+function QuickbooksDesktopAdvancedPage({policy}: WithPolicyConnectionsProps) {
+    const styles = useThemeStyles();
+    const {translate} = useLocalize();
+    const policyID = policy?.id ?? '-1';
+    const qbdConfig = policy?.connections?.quickbooksDesktop?.config;
+    const {canUseNewDotQBD} = usePermissions();
+
+    const qbdToggleSettingItems = [
+        {
+            title: translate('workspace.accounting.autoSync'),
+            subtitle: translate('workspace.qbd.advancedConfig.autoSyncDescription'),
+            switchAccessibilityLabel: translate('workspace.qbd.advancedConfig.autoSyncDescription'),
+            isActive: !!qbdConfig?.autoSync?.enabled,
+            onToggle: (isOn: boolean) => QuickbooksDesktop.updateQuickbooksDesktopAutoSync(policyID, isOn),
+            subscribedSetting: CONST.QUICKBOOKS_DESKTOP_CONFIG.AUTO_SYNC,
+            errors: ErrorUtils.getLatestErrorField(qbdConfig, CONST.QUICKBOOKS_DESKTOP_CONFIG.AUTO_SYNC),
+            pendingAction: settingsPendingAction([CONST.QUICKBOOKS_DESKTOP_CONFIG.AUTO_SYNC], qbdConfig?.pendingFields),
+        },
+        {
+            title: translate('workspace.qbd.advancedConfig.createEntities'),
+            subtitle: translate('workspace.qbd.advancedConfig.createEntitiesDescription'),
+            switchAccessibilityLabel: translate('workspace.qbd.advancedConfig.createEntitiesDescription'),
+            isActive: !!qbdConfig?.shouldAutoCreateVendor,
+            onToggle: (isOn: boolean) => {
+                QuickbooksDesktop.updateQuickbooksDesktopShouldAutoCreateVendor(policyID, isOn);
+            },
+            subscribedSetting: CONST.QUICKBOOKS_DESKTOP_CONFIG.SHOULD_AUTO_CREATE_VENDOR,
+            errors: ErrorUtils.getLatestErrorField(qbdConfig, CONST.QUICKBOOKS_DESKTOP_CONFIG.SHOULD_AUTO_CREATE_VENDOR),
+            pendingAction: settingsPendingAction([CONST.QUICKBOOKS_DESKTOP_CONFIG.SHOULD_AUTO_CREATE_VENDOR], qbdConfig?.pendingFields),
+        },
+    ];
+
+    return (
+        <ConnectionLayout
+            displayName={QuickbooksDesktopAdvancedPage.displayName}
+            headerTitle="workspace.accounting.advanced"
+            accessVariants={[CONST.POLICY.ACCESS_VARIANTS.ADMIN, CONST.POLICY.ACCESS_VARIANTS.PAID]}
+            policyID={policyID}
+            shouldBeBlocked={!canUseNewDotQBD} // TODO: [QBD] remove it once the QBD beta is done
+            featureName={CONST.POLICY.MORE_FEATURES.ARE_CONNECTIONS_ENABLED}
+            contentContainerStyle={[styles.pb2, styles.ph5]}
+            connectionName={CONST.POLICY.CONNECTIONS.NAME.QBD}
+            onBackButtonPress={() => Navigation.goBack(ROUTES.POLICY_ACCOUNTING.getRoute(policyID))}
+        >
+            {qbdToggleSettingItems.map((item) => (
+                <ToggleSettingOptionRow
+                    key={item.title}
+                    title={item.title}
+                    subtitle={item.subtitle}
+                    switchAccessibilityLabel={item.switchAccessibilityLabel}
+                    shouldPlaceSubtitleBelowSwitch
+                    wrapperStyle={styles.mv3}
+                    isActive={item.isActive}
+                    onToggle={item.onToggle}
+                    pendingAction={item.pendingAction}
+                    errors={item.errors}
+                    onCloseError={() => clearQBDErrorField(policyID, item.subscribedSetting)}
+                />
+            ))}
+        </ConnectionLayout>
+    );
+}
+
+QuickbooksDesktopAdvancedPage.displayName = 'QuickbooksDesktopAdvancedPage';
+
+export default withPolicyConnections(QuickbooksDesktopAdvancedPage);

src/pages/workspace/accounting/utils.tsx

@@ -259,7 +259,7 @@ function getAccountingIntegrationData(
                 onImportPagePress: () => Navigation.navigate(ROUTES.POLICY_ACCOUNTING_QUICKBOOKS_DESKTOP_IMPORT.getRoute(policyID)),
                 onExportPagePress: () => Navigation.navigate(ROUTES.POLICY_ACCOUNTING_QUICKBOOKS_DESKTOP_EXPORT.getRoute(policyID)),
                 onCardReconciliationPagePress: () => {},
-                onAdvancedPagePress: () => {},
+                onAdvancedPagePress: () => Navigation.navigate(ROUTES.WORKSPACE_ACCOUNTING_QUICKBOOKS_DESKTOP_ADVANCED.getRoute(policyID)),
                 // TODO: [QBD] Make sure all values are passed to subscribedSettings
                 subscribedImportSettings: [CONST.QUICKBOOKS_DESKTOP_CONFIG.ENABLE_NEW_CATEGORIES, CONST.QUICKBOOKS_DESKTOP_CONFIG.MAPPINGS.CLASSES],
                 subscribedExportSettings: [
@@ -269,7 +269,7 @@ function getAccountingIntegrationData(
                     CONST.QUICKBOOKS_DESKTOP_CONFIG.REIMBURSABLE_ACCOUNT,
                     CONST.QUICKBOOKS_DESKTOP_CONFIG.MARK_CHECKS_TO_BE_PRINTED,
                 ],
-                subscribedAdvancedSettings: [],
+                subscribedAdvancedSettings: [CONST.QUICKBOOKS_DESKTOP_CONFIG.SHOULD_AUTO_CREATE_VENDOR, CONST.QUICKBOOKS_DESKTOP_CONFIG.AUTO_SYNC],
             };
         default:
             return undefined;

src/types/onyx/Policy.ts

@@ -1247,10 +1247,10 @@ type QBDConnectionConfig = OnyxCommon.OnyxValueWithOfflineFeedback<{
 
     /** Configuration of automatic synchronization from QuickBooks Desktop to the app */
     autoSync: {
-        /** TODO: Will be handled in another issue */
+        /** Job ID of the synchronization */
         jobID: string;
 
-        /** Whether changes made in QuickBooks Online should be reflected into the app automatically */
+        /** Whether changes made in QuickBooks Desktop should be reflected into the app automatically */
         enabled: boolean;
     };