[#Wave-Control: Add NetSuite] Settings Configuration in NewDot: Advanced List

src/CONST.ts

@@ -1372,6 +1372,12 @@ const CONST = {
         PROVINCIAL_TAX_POSTING_ACCOUNT: 'provincialTaxPostingAccount',
         ALLOW_FOREIGN_CURRENCY: 'allowForeignCurrency',
         EXPORT_TO_NEXT_OPEN_PERIOD: 'exportToNextOpenPeriod',
+        AUTO_SYNC: 'autoSync',
+        REIMBURSEMENT_ACCOUNT_ID: 'reimbursementAccountID',
+        COLLECTION_ACCOUNT: 'collectionAccount',
+        AUTO_CREATE_ENTITIES: 'autoCreateEntities',
+        APPROVAL_ACCOUNT: 'approvalAccount',
+        CUSTOM_FORM_ID_OPTIONS: 'customFormIDOptions',
         TOKEN_INPUT_STEP_NAMES: ['1', '2,', '3', '4', '5'],
         TOKEN_INPUT_STEP_KEYS: {
             0: 'installBundle',
@@ -1383,6 +1389,12 @@ const CONST = {
         IMPORT_FIELDS: ['departments', 'classes', 'locations', 'customers', 'jobs'],
         IMPORT_CUSTOM_FIELDS: ['customSegments', 'customLists'],
         SYNC_OPTIONS: {
+            SYNC_REIMBURSED_REPORTS: 'syncReimbursedReports',
+            SYNC_PEOPLE: 'syncPeople',
+            ENABLE_NEW_CATEGORIES: 'enableNewCategories',
+            EXPORT_REPORTS_TO: 'exportReportsTo',
+            EXPORT_VENDOR_BILLS_TO: 'exportVendorBillsTo',
+            EXPORT_JOURNALS_TO: 'exportJournalsTo',
             SYNC_TAX: 'syncTax',
         },
     },
@@ -1399,6 +1411,12 @@ const CONST = {
         JOURNAL_ENTRY: 'JOURNAL_ENTRY',
     },
 
+    NETSUITE_MAP_EXPORT_DESTINATION: {
+        EXPENSE_REPORT: 'expenseReport',
+        VENDOR_BILL: 'vendorBill',
+        JOURNAL_ENTRY: 'journalEntry',
+    },
+
     NETSUITE_INVOICE_ITEM_PREFERENCE: {
         CREATE: 'create',
         SELECT: 'select',
@@ -1414,6 +1432,27 @@ const CONST = {
         NON_REIMBURSABLE: 'nonreimbursable',
     },
 
+    NETSUITE_REPORTS_APPROVAL_LEVEL: {
+        REPORTS_APPROVED_NONE: 'REPORTS_APPROVED_NONE',
+        REPORTS_SUPERVISOR_APPROVED: 'REPORTS_SUPERVISOR_APPROVED',
+        REPORTS_ACCOUNTING_APPROVED: 'REPORTS_ACCOUNTING_APPROVED',
+        REPORTS_APPROVED_BOTH: 'REPORTS_APPROVED_BOTH',
+    },
+
+    NETSUITE_VENDOR_BILLS_APPROVAL_LEVEL: {
+        VENDOR_BILLS_APPROVED_NONE: 'VENDOR_BILLS_APPROVED_NONE',
+        VENDOR_BILLS_APPROVAL_PENDING: 'VENDOR_BILLS_APPROVAL_PENDING',
+        VENDOR_BILLS_APPROVED: 'VENDOR_BILLS_APPROVED',
+    },
+
+    NETSUITE_JOURNALS_APPROVAL_LEVEL: {
+        JOURNALS_APPROVED_NONE: 'JOURNALS_APPROVED_NONE',
+        JOURNALS_APPROVAL_PENDING: 'JOURNALS_APPROVAL_PENDING',
+        JOURNALS_APPROVED: 'JOURNALS_APPROVED',
+    },
+
+    NETSUITE_APPROVAL_ACCOUNT_DEFAULT: 'APPROVAL_ACCOUNT_DEFAULT',
+
     /**
      * Countries where tax setting is permitted (Strings are in the format of Netsuite's Country type/enum)
      *

src/ROUTES.ts

@@ -1025,6 +1025,10 @@ const ROUTES = {
         route: 'settings/workspaces/:policyID/connections/netsuite/export/provincial-tax-posting-account/select',
         getRoute: (policyID: string) => `settings/workspaces/${policyID}/connections/netsuite/export/provincial-tax-posting-account/select` as const,
     },
+    POLICY_ACCOUNTING_NETSUITE_ADVANCED: {
+        route: 'settings/workspaces/:policyID/connections/netsuite/advanced/',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/connections/netsuite/advanced/` 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

@@ -288,6 +288,7 @@ const SCREENS = {
             NETSUITE_INVOICE_ITEM_SELECT: 'Policy_Accounting_NetSuite_Invoice_Item_Select',
             NETSUITE_TAX_POSTING_ACCOUNT_SELECT: 'Policy_Accounting_NetSuite_Tax_Posting_Account_Select',
             NETSUITE_PROVINCIAL_TAX_POSTING_ACCOUNT_SELECT: 'Policy_Accounting_NetSuite_Provincial_Tax_Posting_Account_Select',
+            NETSUITE_ADVANCED: 'Policy_Accounting_NetSuite_Advanced',
             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/languages/en.ts

@@ -2100,14 +2100,11 @@ export default {
             outOfPocketTaxEnabledError: 'Journal entries are unavailable when taxes are enabled. Please choose a different export option.',
             outOfPocketLocationEnabledError: 'Vendor bills are unavailable when locations are enabled. Please choose a different export option.',
             advancedConfig: {
-                advanced: 'Advanced',
-                autoSync: 'Auto-sync',
                 autoSyncDescription: 'Expensify will automatically sync with QuickBooks Online every day.',
                 inviteEmployees: 'Invite employees',
                 inviteEmployeesDescription: 'Import Quickbooks Online employee records and invite employees to this workspace.',
                 createEntities: 'Auto-create entities',
                 createEntitiesDescription: "Expensify will automatically create vendors in QuickBooks Online if they don't exist already, and auto-create customers when exporting invoices.",
-                reimbursedReports: 'Sync reimbursed reports',
                 reimbursedReportsDescription: 'Any time a report is paid using Expensify ACH, the corresponding bill payment will be created in the Quickbooks Online account below.',
                 qboBillPaymentAccount: 'QuickBooks bill payment account',
                 qboInvoiceCollectionAccount: 'QuickBooks invoice collections account',
@@ -2172,11 +2169,8 @@ export default {
             salesInvoice: 'Sales invoice',
             exportInvoicesDescription: 'Sales invoices always display the date on which the invoice was sent.',
             advancedConfig: {
-                advanced: 'Advanced',
-                autoSync: 'Auto-sync',
                 autoSyncDescription: 'Expensify will automatically sync with Xero every day.',
                 purchaseBillStatusTitle: 'Purchase bill status',
-                reimbursedReports: 'Sync reimbursed reports',
                 reimbursedReportsDescription: 'Any time a report is paid using Expensify ACH, the corresponding bill payment will be created in the Xero account below.',
                 xeroBillPaymentAccount: 'Xero bill payment account',
                 xeroInvoiceCollectionAccount: 'Xero invoice collections account',
@@ -2295,6 +2289,49 @@ export default {
                     },
                 },
             },
+            advancedConfig: {
+                autoSyncDescription: 'Expensify will automatically sync with NetSuite every day.',
+                reimbursedReportsDescription: 'Any time a report is paid using Expensify ACH, the corresponding bill payment will be created in the NetSuite account below.',
+                reimbursementsAccount: 'Reimbursements account',
+                collectionsAccount: 'Collections account',
+                approvalAccount: 'A/P approval account',
+                defaultApprovalAccount: 'NetSuite default',
+                inviteEmployees: 'Invite employees and set approvals',
+                inviteEmployeesDescription:
+                    'Import NetSuite employee records and invite employees to this workspace. Your approval workflow will default to manager approval and can be further configured on the *Members* page.',
+                autoCreateEntities: 'Auto-create employees/vendors',
+                enableCategories: 'Enable newly imported categories',
+                customFormID: 'Custom form ID',
+                customFormIDDescription:
+                    'By default, Expensify will create entries using the preferred transaction form set in NetSuite. Alternatively, you have the option to designate a specific transaction form to be used.',
+                customFormIDReimbursable: 'Reimbursable expense',
+                customFormIDNonReimbursable: 'Non-reimbursable expense',
+                exportReportsTo: {
+                    label: 'Expense report approval level',
+                    values: {
+                        [CONST.NETSUITE_REPORTS_APPROVAL_LEVEL.REPORTS_APPROVED_NONE]: 'NetSuite default preference',
+                        [CONST.NETSUITE_REPORTS_APPROVAL_LEVEL.REPORTS_SUPERVISOR_APPROVED]: 'Only supervisor approved',
+                        [CONST.NETSUITE_REPORTS_APPROVAL_LEVEL.REPORTS_ACCOUNTING_APPROVED]: 'Only accounting approved',
+                        [CONST.NETSUITE_REPORTS_APPROVAL_LEVEL.REPORTS_APPROVED_BOTH]: 'Supervisor and accounting approved',
+                    },
+                },
+                exportVendorBillsTo: {
+                    label: 'Vendor bill approval level',
+                    values: {
+                        [CONST.NETSUITE_VENDOR_BILLS_APPROVAL_LEVEL.VENDOR_BILLS_APPROVED_NONE]: 'NetSuite default preference',
+                        [CONST.NETSUITE_VENDOR_BILLS_APPROVAL_LEVEL.VENDOR_BILLS_APPROVAL_PENDING]: 'Pending approval',
+                        [CONST.NETSUITE_VENDOR_BILLS_APPROVAL_LEVEL.VENDOR_BILLS_APPROVED]: 'Approved for posting',
+                    },
+                },
+                exportJournalsTo: {
+                    label: 'Journal entry approval level',
+                    values: {
+                        [CONST.NETSUITE_JOURNALS_APPROVAL_LEVEL.JOURNALS_APPROVED_NONE]: 'NetSuite default preference',
+                        [CONST.NETSUITE_JOURNALS_APPROVAL_LEVEL.JOURNALS_APPROVAL_PENDING]: 'Pending approval',
+                        [CONST.NETSUITE_JOURNALS_APPROVAL_LEVEL.JOURNALS_APPROVED]: 'Approved for posting',
+                    },
+                },
+            },
             noAccountsFound: 'No accounts found',
             noAccountsFoundDescription: 'Add the account in NetSuite and sync the connection again.',
             noVendorsFound: 'No vendors found',
@@ -2847,6 +2884,8 @@ export default {
             exportPreferredExporterSubNote: 'Once set, the preferred exporter will see reports for export in their account.',
             exportAs: 'Export as',
             defaultVendor: 'Default vendor',
+            autoSync: 'Auto-sync',
+            reimbursedReports: 'Sync reimbursed reports',
         },
         bills: {
             manageYourBills: 'Manage your bills',

src/languages/es.ts

@@ -2134,14 +2134,11 @@ export default {
                 'QuickBooks Online no permite lugares en facturas de proveedores o cheques. Como tienes activadas los lugares en tu espacio de trabajo, estas opciones de exportación no están disponibles.',
 
             advancedConfig: {
-                advanced: 'Avanzado',
-                autoSync: 'Autosincronización',
                 autoSyncDescription: 'Expensify se sincronizará automáticamente con QuickBooks Online todos los días.',
                 inviteEmployees: 'Invitar empleados',
                 inviteEmployeesDescription: 'Importe los registros de los empleados de Quickbooks Online e invítelos a este espacio de trabajo.',
                 createEntities: 'Crear entidades automáticamente',
                 createEntitiesDescription: 'Expensify creará automáticamente proveedores en QuickBooks Online si aún no existen, y creará automáticamente clientes al exportar facturas.',
-                reimbursedReports: 'Sincronizar informes reembolsados',
                 reimbursedReportsDescription:
                     'Cada vez que se pague un informe utilizando Expensify ACH, se creará el correspondiente pago de la factura en la cuenta de Quickbooks Online indicadas a continuación.',
                 qboBillPaymentAccount: 'Cuenta de pago de las facturas de QuickBooks',
@@ -2212,11 +2209,8 @@ export default {
             salesInvoice: 'Factura de venta',
             exportInvoicesDescription: 'Las facturas de venta siempre muestran la fecha en la que se envió la factura.',
             advancedConfig: {
-                advanced: 'Avanzado',
-                autoSync: 'Autosincronización',
                 autoSyncDescription: 'Expensify se sincronizará automáticamente con Xero todos los días.',
                 purchaseBillStatusTitle: 'Estado de la factura de compra',
-                reimbursedReports: 'Sincronizar informes reembolsados',
                 reimbursedReportsDescription:
                     'Cada vez que se pague un informe utilizando Expensify ACH, se creará el correspondiente pago de la factura en la cuenta de Xero indicadas a continuación.',
                 xeroBillPaymentAccount: 'Cuenta de pago de las facturas de Xero',
@@ -2336,6 +2330,50 @@ export default {
                     },
                 },
             },
+            advancedConfig: {
+                autoSyncDescription: 'Expensify se sincronizará automáticamente con NetSuite todos los días.',
+                reimbursedReportsDescription:
+                    'Cada vez que se pague un informe utilizando Expensify ACH, se creará el correspondiente pago de la factura en la cuenta de NetSuite indicadas a continuación.',
+                reimbursementsAccount: 'Cuenta de reembolsos',
+                collectionsAccount: 'Cuenta de cobros',
+                approvalAccount: 'Cuenta de aprobación de cuentas por pagar',
+                defaultApprovalAccount: 'Preferencia predeterminada de NetSuite',
+                inviteEmployees: 'Invitar empleados y establecer aprobaciones',
+                inviteEmployeesDescription:
+                    'Importar registros de empleados de NetSuite e invitar a empleados a este espacio de trabajo. Su flujo de trabajo de aprobación será por defecto la aprobación del gerente y se puede configurar más en la página *Miembros*.',
+                autoCreateEntities: 'Crear automáticamente empleados/proveedores',
+                enableCategories: 'Activar categorías recién importadas',
+                customFormID: 'ID de formulario personalizado',
+                customFormIDDescription:
+                    'Por defecto, Expensify creará entradas utilizando el formulario de transacción preferido configurado en NetSuite. Alternativamente, tienes la opción de designar un formulario de transacción específico para ser utilizado.',
+                customFormIDReimbursable: 'Gasto reembolsable',
+                customFormIDNonReimbursable: 'Gasto no reembolsable',
+                exportReportsTo: {
+                    label: 'Nivel de aprobación del informe de gastos',
+                    values: {
+                        [CONST.NETSUITE_REPORTS_APPROVAL_LEVEL.REPORTS_APPROVED_NONE]: 'Preferencia predeterminada de NetSuite',
+                        [CONST.NETSUITE_REPORTS_APPROVAL_LEVEL.REPORTS_SUPERVISOR_APPROVED]: 'Solo aprobado por el supervisor',
+                        [CONST.NETSUITE_REPORTS_APPROVAL_LEVEL.REPORTS_ACCOUNTING_APPROVED]: 'Solo aprobado por contabilidad',
+                        [CONST.NETSUITE_REPORTS_APPROVAL_LEVEL.REPORTS_APPROVED_BOTH]: 'Aprobado por supervisor y contabilidad',
+                    },
+                },
+                exportVendorBillsTo: {
+                    label: 'Nivel de aprobación de facturas de proveedores',
+                    values: {
+                        [CONST.NETSUITE_VENDOR_BILLS_APPROVAL_LEVEL.VENDOR_BILLS_APPROVED_NONE]: 'Preferencia predeterminada de NetSuite',
+                        [CONST.NETSUITE_VENDOR_BILLS_APPROVAL_LEVEL.VENDOR_BILLS_APPROVAL_PENDING]: 'Aprobación pendiente',
+                        [CONST.NETSUITE_VENDOR_BILLS_APPROVAL_LEVEL.VENDOR_BILLS_APPROVED]: 'Aprobado para publicación',
+                    },
+                },
+                exportJournalsTo: {
+                    label: 'Nivel de aprobación de asientos contables',
+                    values: {
+                        [CONST.NETSUITE_JOURNALS_APPROVAL_LEVEL.JOURNALS_APPROVED_NONE]: 'Preferencia predeterminada de NetSuite',
+                        [CONST.NETSUITE_JOURNALS_APPROVAL_LEVEL.JOURNALS_APPROVAL_PENDING]: 'Aprobación pendiente',
+                        [CONST.NETSUITE_JOURNALS_APPROVAL_LEVEL.JOURNALS_APPROVED]: 'Aprobado para publicación',
+                    },
+                },
+            },
             noAccountsFound: 'No se han encontrado cuentas',
             noAccountsFoundDescription: 'Añade la cuenta en NetSuite y sincroniza la conexión de nuevo.',
             noVendorsFound: 'No se han encontrado proveedores',
@@ -2828,6 +2866,8 @@ export default {
             exportPreferredExporterSubNote: 'Una vez configurado, el exportador preferido verá los informes para exportar en tu cuenta.',
             exportAs: 'Exportar cómo',
             defaultVendor: 'Proveedor predeterminado',
+            autoSync: 'Autosincronización',
+            reimbursedReports: 'Sincronizar informes reembolsados',
         },
         card: {
             header: 'Desbloquea Tarjetas Expensify gratis',

src/libs/API/types.ts

@@ -251,6 +251,12 @@ const WRITE_COMMANDS = {
     UPDATE_NETSUITE_TAX_POSTING_ACCOUNT: 'UpdateNetSuiteTaxPostingAccount',
     UPDATE_NETSUITE_ALLOW_FOREIGN_CURRENCY: 'UpdateNetSuiteAllowForeignCurrency',
     UPDATE_NETSUITE_EXPORT_TO_NEXT_OPEN_PERIOD: 'UpdateNetSuiteExportToNextOpenPeriod',
+    UPDATE_NETSUITE_AUTO_SYNC: 'UpdateNetSuiteAutoSync',
+    UPDATE_NETSUITE_SYNC_REIMBURSED_REPORTS: 'UpdateNetSuiteSyncReimbursedReports',
+    UPDATE_NETSUITE_SYNC_PEOPLE: 'UpdateNetSuiteSyncPeople',
+    UPDATE_NETSUITE_AUTO_CREATE_ENTITIES: 'UpdateNetSuiteAutoCreateEntities',
+    UPDATE_NETSUITE_ENABLE_NEW_CATEGORIES: 'UpdateNetSuiteEnableNewCategories',
+    UPDATE_NETSUITE_CUSTOM_FORM_ID_OPTIONS_ENABLED: 'UpdateNetSuiteCustomFormIDOptionsEnabled',
     REQUEST_EXPENSIFY_CARD_LIMIT_INCREASE: 'RequestExpensifyCardLimitIncrease',
     CONNECT_POLICY_TO_SAGE_INTACCT: 'ConnectPolicyToSageIntacct',
     CONNECT_POLICY_TO_NETSUITE: 'ConnectPolicyToNetSuite',
@@ -517,6 +523,12 @@ type WriteCommandParameters = {
     [WRITE_COMMANDS.UPDATE_NETSUITE_TAX_POSTING_ACCOUNT]: Parameters.UpdateNetSuiteGenericTypeParams<'bankAccountID', string>;
     [WRITE_COMMANDS.UPDATE_NETSUITE_ALLOW_FOREIGN_CURRENCY]: Parameters.UpdateNetSuiteGenericTypeParams<'enabled', boolean>;
     [WRITE_COMMANDS.UPDATE_NETSUITE_EXPORT_TO_NEXT_OPEN_PERIOD]: Parameters.UpdateNetSuiteGenericTypeParams<'enabled', boolean>;
+    [WRITE_COMMANDS.UPDATE_NETSUITE_AUTO_SYNC]: Parameters.UpdateNetSuiteGenericTypeParams<'enabled', boolean>;
+    [WRITE_COMMANDS.UPDATE_NETSUITE_SYNC_REIMBURSED_REPORTS]: Parameters.UpdateNetSuiteGenericTypeParams<'enabled', boolean>;
+    [WRITE_COMMANDS.UPDATE_NETSUITE_SYNC_PEOPLE]: Parameters.UpdateNetSuiteGenericTypeParams<'enabled', boolean>;
+    [WRITE_COMMANDS.UPDATE_NETSUITE_AUTO_CREATE_ENTITIES]: Parameters.UpdateNetSuiteGenericTypeParams<'enabled', boolean>;
+    [WRITE_COMMANDS.UPDATE_NETSUITE_ENABLE_NEW_CATEGORIES]: Parameters.UpdateNetSuiteGenericTypeParams<'enabled', boolean>;
+    [WRITE_COMMANDS.UPDATE_NETSUITE_CUSTOM_FORM_ID_OPTIONS_ENABLED]: Parameters.UpdateNetSuiteGenericTypeParams<'enabled', boolean>;
 };
 
 const READ_COMMANDS = {

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

@@ -346,6 +346,7 @@ const SettingsModalStackNavigator = createModalStackNavigator<SettingsNavigatorP
         require<ReactComponentModule>('../../../../pages/workspace/accounting/netsuite/export/NetSuiteTaxPostingAccountSelectPage').default,
     [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_PROVINCIAL_TAX_POSTING_ACCOUNT_SELECT]: () =>
         require<ReactComponentModule>('../../../../pages/workspace/accounting/netsuite/export/NetSuiteProvincialTaxPostingAccountSelectPage').default,
+    [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_ADVANCED]: () => require<ReactComponentModule>('../../../../pages/workspace/accounting/netsuite/advanced/NetSuiteAdvancedPage').default,
 
     [SCREENS.WORKSPACE.ACCOUNTING.SAGE_INTACCT_PREREQUISITES]: () => require<ReactComponentModule>('../../../../pages/workspace/accounting/intacct/IntacctPrerequisitesPage').default,
     [SCREENS.WORKSPACE.ACCOUNTING.ENTER_SAGE_INTACCT_CREDENTIALS]: () =>