[#Wave-Control: Add NetSuite]: Settings Configuration in NewDot: Import Mapping

src/CONST.ts

@@ -1373,10 +1373,15 @@ const CONST = {
         PROVINCIAL_TAX_POSTING_ACCOUNT: 'provincialTaxPostingAccount',
         ALLOW_FOREIGN_CURRENCY: 'allowForeignCurrency',
         EXPORT_TO_NEXT_OPEN_PERIOD: 'exportToNextOpenPeriod',
-        IMPORT_FIELDS: ['departments', 'classes', 'locations', 'customers', 'jobs'],
+        IMPORT_FIELDS: ['departments', 'classes', 'locations'],
         IMPORT_CUSTOM_FIELDS: ['customSegments', 'customLists'],
         SYNC_OPTIONS: {
             SYNC_TAX: 'syncTax',
+            CROSS_SUBSIDIARY_CUSTOMERS: 'crossSubsidiaryCustomers',
+            MAPPING: {
+                CUSTOMERS: 'customers',
+                JOBS: 'jobs',
+            },
         },
     },
 

src/ROUTES.ts

@@ -1,4 +1,4 @@
-import type {ValueOf} from 'type-fest';
+import type {TupleToUnion, ValueOf} from 'type-fest';
 import type CONST from './CONST';
 import type {IOUAction, IOUType} from './CONST';
 import type {IOURequestType} from './libs/actions/IOU';
@@ -964,6 +964,19 @@ const ROUTES = {
         route: 'settings/workspaces/:policyID/accounting/netsuite/import',
         getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/netsuite/import` as const,
     },
+    POLICY_ACCOUNTING_NETSUITE_IMPORT_MAPPING: {
+        route: 'settings/workspaces/:policyID/accounting/netsuite/import/mapping/:importField',
+        getRoute: (policyID: string, importField: TupleToUnion<typeof CONST.NETSUITE_CONFIG.IMPORT_FIELDS>) =>
+            `settings/workspaces/${policyID}/accounting/netsuite/import/mapping/${importField}` as const,
+    },
+    POLICY_ACCOUNTING_NETSUITE_IMPORT_CUSTOMERS_OR_PROJECTS: {
+        route: 'settings/workspaces/:policyID/accounting/netsuite/import/customer-projects',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/netsuite/import/customer-projects` as const,
+    },
+    POLICY_ACCOUNTING_NETSUITE_IMPORT_CUSTOMERS_OR_PROJECTS_SELECT: {
+        route: 'settings/workspaces/:policyID/accounting/netsuite/import/customer-projects/select',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/netsuite/import/customer-projects/select` as const,
+    },
     POLICY_ACCOUNTING_NETSUITE_EXPORT: {
         route: 'settings/workspaces/:policyID/connections/netsuite/export/',
         getRoute: (policyID: string) => `settings/workspaces/${policyID}/connections/netsuite/export/` as const,

src/SCREENS.ts

@@ -272,6 +272,9 @@ 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',
+            NETSUITE_IMPORT_MAPPING: 'Policy_Accounting_NetSuite_Import_Mapping',
+            NETSUITE_IMPORT_CUSTOMERS_OR_PROJECTS: 'Policy_Accounting_NetSuite_Import_CustomersOrProjects',
+            NETSUITE_IMPORT_CUSTOMERS_OR_PROJECTS_SELECT: 'Policy_Accounting_NetSuite_Import_CustomersOrProjects_Select',
             NETSUITE_SUBSIDIARY_SELECTOR: 'Policy_Accounting_NetSuite_Subsidiary_Selector',
             NETSUITE_IMPORT: 'Policy_Accounting_NetSuite_Import',
             NETSUITE_EXPORT: 'Policy_Accounting_NetSuite_Export',

src/languages/en.ts

@@ -1,4 +1,5 @@
 import {CONST as COMMON_CONST, Str} from 'expensify-common';
+import {startCase} from 'lodash';
 import CONST from '@src/CONST';
 import type {Country} from '@src/CONST';
 import type {ConnectionName, PolicyConnectionSyncStage} from '@src/types/onyx/Policy';
@@ -2306,18 +2307,53 @@ export default {
             import: {
                 expenseCategories: 'Expense categories',
                 expenseCategoriesDescription: 'NetSuite expense categories import into Expensify as categories.',
+                crossSubsidiaryCustomers: 'Cross-subsidiary customer/projects',
                 importFields: {
-                    departments: 'Departments',
-                    classes: 'Classes',
-                    locations: 'Locations',
-                    customers: 'Customers',
-                    jobs: 'Projects (jobs)',
+                    departments: {
+                        title: 'Departments',
+                        subtitle: 'Choose how to handle the NetSuite *departments* in Expensify.',
+                    },
+                    classes: {
+                        title: 'Classes',
+                        subtitle: 'Choose how to handle *classes* in Expensify.',
+                    },
+                    locations: {
+                        title: 'Locations',
+                        subtitle: 'Choose how to handle *locations* in Expensify.',
+                    },
+                },
+                customersOrJobs: {
+                    title: 'Customers / projects',
+                    subtitle: 'Choose how to handle NetSuite *customers* and *projects* in Expensify.',
+                    importCustomers: 'Import customers',
+                    importJobs: 'Import projects',
+                    customers: 'customers',
+                    jobs: 'projects',
+                    label: (importFields: string[], importType: string) => `${importFields.join(' and ')}, ${importType}`,
                 },
                 importTaxDescription: 'Import tax groups from NetSuite',
                 importCustomFields: {
                     customSegments: 'Custom segments/records',
                     customLists: 'Custom lists',
                 },
+                importTypes: {
+                    [CONST.INTEGRATION_ENTITY_MAP_TYPES.NETSUITE_DEFAULT]: {
+                        label: 'NetSuite employee default',
+                        description: 'Not imported into Expensify, applied on export',
+                        footerContent: (importField: string) =>
+                            `If you use ${importField} in NetSuite, we'll apply the default set on the employee record upon export to Expense Report or Journal Entry.`,
+                    },
+                    [CONST.INTEGRATION_ENTITY_MAP_TYPES.TAG]: {
+                        label: 'Tags',
+                        description: 'Line-item level',
+                        footerContent: (importField: string) => `${startCase(importField)} will be selectable for each individual expense on an employee's report.`,
+                    },
+                    [CONST.INTEGRATION_ENTITY_MAP_TYPES.REPORT_FIELD]: {
+                        label: 'Report fields',
+                        description: 'Report level',
+                        footerContent: (importField: string) => `${startCase(importField)} selection will apply to all expense on an employee's report.`,
+                    },
+                },
             },
         },
         intacct: {

src/languages/es.ts

@@ -2347,18 +2347,53 @@ export default {
             import: {
                 expenseCategories: 'Categorías de gastos',
                 expenseCategoriesDescription: 'Las categorías de gastos de NetSuite se importan a Expensify como categorías.',
+                crossSubsidiaryCustomers: 'Clientes/proyectos entre subsidiaria',
                 importFields: {
-                    departments: 'Departamentos',
-                    classes: 'Clases',
-                    locations: 'Ubicaciones',
-                    customers: 'Clientes',
-                    jobs: 'Proyectos (trabajos)',
+                    departments: {
+                        title: 'Departamentos',
+                        subtitle: 'Elige cómo manejar los *departamentos* de NetSuite en Expensify.',
+                    },
+                    classes: {
+                        title: 'Clases',
+                        subtitle: 'Elige cómo manejar las *clases* en Expensify.',
+                    },
+                    locations: {
+                        title: 'Ubicaciones',
+                        subtitle: 'Elija cómo manejar *ubicaciones* en Expensify.',
+                    },
+                },
+                customersOrJobs: {
+                    title: 'Clientes / proyectos',
+                    subtitle: 'Elija cómo manejar los *clientes* y *proyectos* de NetSuite en Expensify.',
+                    importCustomers: 'Importar clientes',
+                    importJobs: 'Importar proyectos',
+                    customers: 'clientes',
+                    jobs: 'proyectos',
+                    label: (importFields: string[], importType: string) => `${importFields.join(' y ')}, ${importType}`,
                 },
                 importTaxDescription: 'Importar grupos de impuestos desde NetSuite',
                 importCustomFields: {
                     customSegments: 'Segmentos/registros personalizado',
                     customLists: 'Listas personalizado',
                 },
+                importTypes: {
+                    [CONST.INTEGRATION_ENTITY_MAP_TYPES.NETSUITE_DEFAULT]: {
+                        label: 'Predeterminado del empleado NetSuite',
+                        description: 'No importado a Expensify, aplicado en exportación',
+                        footerContent: (importField: string) =>
+                            `Si usa ${importField} en NetSuite, aplicaremos el conjunto predeterminado en el registro del empleado al exportarlo a Informe de gastos o Entrada de diario.`,
+                    },
+                    [CONST.INTEGRATION_ENTITY_MAP_TYPES.TAG]: {
+                        label: 'Etiquetas',
+                        description: 'Nivel de línea de pedido',
+                        footerContent: (importField: string) => `Se podrán seleccionar ${importField} para cada gasto individual en el informe de un empleado.`,
+                    },
+                    [CONST.INTEGRATION_ENTITY_MAP_TYPES.REPORT_FIELD]: {
+                        label: 'Campos de informe',
+                        description: 'Nivel de informe',
+                        footerContent: (importField: string) => `La selección de ${importField} se aplicará a todos los gastos en el informe de un empleado.`,
+                    },
+                },
             },
         },
         intacct: {
@@ -2675,7 +2710,7 @@ export default {
                 [CONST.INTEGRATION_ENTITY_MAP_TYPES.NOT_IMPORTED]: 'No importado',
                 [CONST.INTEGRATION_ENTITY_MAP_TYPES.NONE]: 'No importado',
                 [CONST.INTEGRATION_ENTITY_MAP_TYPES.REPORT_FIELD]: 'Importado como campos de informe',
-                [CONST.INTEGRATION_ENTITY_MAP_TYPES.NETSUITE_DEFAULT]: 'NetSuite employee default',
+                [CONST.INTEGRATION_ENTITY_MAP_TYPES.NETSUITE_DEFAULT]: 'Predeterminado del empleado NetSuite',
             },
             disconnectPrompt: (currentIntegration?: ConnectionName): string => {
                 const integrationName =

src/libs/API/types.ts

@@ -236,6 +236,12 @@ const WRITE_COMMANDS = {
     UPDATE_NETSUITE_SUBSIDIARY: 'UpdateNetSuiteSubsidiary',
     CREATE_WORKSPACE_REPORT_FIELD: 'CreatePolicyReportField',
     UPDATE_NETSUITE_SYNC_TAX_CONFIGURATION: 'UpdateNetSuiteSyncTaxConfiguration',
+    UPDATE_NETSUITE_CROSS_SUBSIDIARY_CUSTOMER_CONFIGURATION: 'UpdateNetSuiteCrossSubsidiaryCustomerConfiguration',
+    UPDATE_NETSUITE_DEPARTMENTS_MAPPING: 'UpdateNetSuiteDepartmentsMapping',
+    UPDATE_NETSUITE_CLASSES_MAPPING: 'UpdateNetSuiteClassesMapping',
+    UPDATE_NETSUITE_LOCATIONS_MAPPING: 'UpdateNetSuiteLocationsMapping',
+    UPDATE_NETSUITE_CUSTOMERS_MAPPING: 'UpdateNetSuiteCustomersMapping',
+    UPDATE_NETSUITE_JOBS_MAPPING: 'UpdateNetSuiteJobsMapping',
     UPDATE_NETSUITE_EXPORTER: 'UpdateNetSuiteExporter',
     UPDATE_NETSUITE_EXPORT_DATE: 'UpdateNetSuiteExportDate',
     UPDATE_NETSUITE_REIMBURSABLE_EXPENSES_EXPORT_DESTINATION: 'UpdateNetSuiteReimbursableExpensesExportDestination',
@@ -500,6 +506,12 @@ type WriteCommandParameters = {
     [WRITE_COMMANDS.CREATE_WORKSPACE_REPORT_FIELD]: Parameters.CreateWorkspaceReportFieldParams;
 
     [WRITE_COMMANDS.UPDATE_NETSUITE_SYNC_TAX_CONFIGURATION]: Parameters.UpdateNetSuiteGenericTypeParams<'enabled', boolean>;
+    [WRITE_COMMANDS.UPDATE_NETSUITE_CROSS_SUBSIDIARY_CUSTOMER_CONFIGURATION]: Parameters.UpdateNetSuiteGenericTypeParams<'enabled', boolean>;
+    [WRITE_COMMANDS.UPDATE_NETSUITE_DEPARTMENTS_MAPPING]: Parameters.UpdateNetSuiteGenericTypeParams<'mapping', ValueOf<typeof CONST.INTEGRATION_ENTITY_MAP_TYPES>>;
+    [WRITE_COMMANDS.UPDATE_NETSUITE_CLASSES_MAPPING]: Parameters.UpdateNetSuiteGenericTypeParams<'mapping', ValueOf<typeof CONST.INTEGRATION_ENTITY_MAP_TYPES>>;
+    [WRITE_COMMANDS.UPDATE_NETSUITE_LOCATIONS_MAPPING]: Parameters.UpdateNetSuiteGenericTypeParams<'mapping', ValueOf<typeof CONST.INTEGRATION_ENTITY_MAP_TYPES>>;
+    [WRITE_COMMANDS.UPDATE_NETSUITE_CUSTOMERS_MAPPING]: Parameters.UpdateNetSuiteGenericTypeParams<'mapping', ValueOf<typeof CONST.INTEGRATION_ENTITY_MAP_TYPES>>;
+    [WRITE_COMMANDS.UPDATE_NETSUITE_JOBS_MAPPING]: Parameters.UpdateNetSuiteGenericTypeParams<'mapping', ValueOf<typeof CONST.INTEGRATION_ENTITY_MAP_TYPES>>;
     [WRITE_COMMANDS.UPDATE_NETSUITE_EXPORTER]: Parameters.UpdateNetSuiteGenericTypeParams<'email', string>;
     [WRITE_COMMANDS.UPDATE_NETSUITE_EXPORT_DATE]: Parameters.UpdateNetSuiteGenericTypeParams<'value', ValueOf<typeof CONST.NETSUITE_EXPORT_DATE>>;
     [WRITE_COMMANDS.UPDATE_NETSUITE_REIMBURSABLE_EXPENSES_EXPORT_DESTINATION]: Parameters.UpdateNetSuiteGenericTypeParams<'value', ValueOf<typeof CONST.NETSUITE_EXPORT_DESTINATION>>;

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

@@ -321,6 +321,11 @@ const SettingsModalStackNavigator = createModalStackNavigator<SettingsNavigatorP
 
     [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_SUBSIDIARY_SELECTOR]: () => require<ReactComponentModule>('../../../../pages/workspace/accounting/netsuite/NetSuiteSubsidiarySelector').default,
     [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_IMPORT]: () => require<ReactComponentModule>('../../../../pages/workspace/accounting/netsuite/import/NetSuiteImportPage').default,
+    [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_IMPORT_MAPPING]: () => require<ReactComponentModule>('../../../../pages/workspace/accounting/netsuite/import/NetSuiteImportMappingPage').default,
+    [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_IMPORT_CUSTOMERS_OR_PROJECTS]: () =>
+        require<ReactComponentModule>('../../../../pages/workspace/accounting/netsuite/import/NetSuiteImportCustomersOrProjectsPage').default,
+    [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_IMPORT_CUSTOMERS_OR_PROJECTS_SELECT]: () =>
+        require<ReactComponentModule>('../../../../pages/workspace/accounting/netsuite/import/NetSuiteImportCustomersOrProjectSelectPage').default,
     [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_EXPORT]: () => require<ReactComponentModule>('../../../../pages/workspace/accounting/netsuite/export/NetSuiteExportConfigurationPage').default,
     [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_PREFERRED_EXPORTER_SELECT]: () =>
         require<ReactComponentModule>('../../../../pages/workspace/accounting/netsuite/export/NetSuitePreferredExporterSelectPage').default,

src/libs/Navigation/linkingConfig/FULL_SCREEN_TO_RHP_MAPPING.ts

@@ -57,6 +57,9 @@ const FULL_SCREEN_TO_RHP_MAPPING: Partial<Record<FullScreenName, string[]>> = {
         SCREENS.WORKSPACE.ACCOUNTING.XERO_EXPORT_BANK_ACCOUNT_SELECT,
         SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_SUBSIDIARY_SELECTOR,
         SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_IMPORT,
+        SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_IMPORT_MAPPING,
+        SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_IMPORT_CUSTOMERS_OR_PROJECTS,
+        SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_IMPORT_CUSTOMERS_OR_PROJECTS_SELECT,
         SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_EXPORT,
         SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_PREFERRED_EXPORTER_SELECT,
         SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_DATE_SELECT,

src/libs/Navigation/linkingConfig/config.ts

@@ -355,6 +355,9 @@ const config: LinkingOptions<RootStackParamList>['config'] = {
                         [SCREENS.WORKSPACE.ACCOUNTING.XERO_BILL_PAYMENT_ACCOUNT_SELECTOR]: {path: ROUTES.POLICY_ACCOUNTING_XERO_BILL_PAYMENT_ACCOUNT_SELECTOR.route},
                         [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_SUBSIDIARY_SELECTOR]: {path: ROUTES.POLICY_ACCOUNTING_NETSUITE_SUBSIDIARY_SELECTOR.route},
                         [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_IMPORT]: {path: ROUTES.POLICY_ACCOUNTING_NETSUITE_IMPORT.route},
+                        [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_IMPORT_MAPPING]: {path: ROUTES.POLICY_ACCOUNTING_NETSUITE_IMPORT_MAPPING.route},
+                        [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_IMPORT_CUSTOMERS_OR_PROJECTS]: {path: ROUTES.POLICY_ACCOUNTING_NETSUITE_IMPORT_CUSTOMERS_OR_PROJECTS.route},
+                        [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_IMPORT_CUSTOMERS_OR_PROJECTS_SELECT]: {path: ROUTES.POLICY_ACCOUNTING_NETSUITE_IMPORT_CUSTOMERS_OR_PROJECTS_SELECT.route},
                         [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_EXPORT]: {
                             path: ROUTES.POLICY_ACCOUNTING_NETSUITE_EXPORT.route,
                         },

src/libs/Navigation/types.ts

@@ -10,7 +10,7 @@ import type {
     PartialState,
     Route,
 } from '@react-navigation/native';
-import type {ValueOf} from 'type-fest';
+import type {TupleToUnion, ValueOf} from 'type-fest';
 import type {IOURequestType} from '@libs/actions/IOU';
 import type {SearchColumnType, SortOrder} from '@libs/SearchUtils';
 import type CONST from '@src/CONST';
@@ -419,6 +419,16 @@ type SettingsNavigatorParamList = {
     [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_IMPORT]: {
         policyID: string;
     };
+    [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_IMPORT_CUSTOMERS_OR_PROJECTS]: {
+        policyID: string;
+    };
+    [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_IMPORT_CUSTOMERS_OR_PROJECTS_SELECT]: {
+        policyID: string;
+    };
+    [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_IMPORT_MAPPING]: {
+        policyID: string;
+        importField: TupleToUnion<typeof CONST.NETSUITE_CONFIG.IMPORT_FIELDS>;
+    };
     [SCREENS.WORKSPACE.ACCOUNTING.NETSUITE_EXPORT]: {
         policyID: string;
     };

src/libs/PolicyUtils.ts

@@ -2,6 +2,7 @@ import {Str} from 'expensify-common';
 import type {OnyxCollection, OnyxEntry} from 'react-native-onyx';
 import Onyx from 'react-native-onyx';
 import type {ValueOf} from 'type-fest';
+import type {LocaleContextProps} from '@components/LocaleContextProvider';
 import type {SelectorType} from '@components/SelectionScreen';
 import CONST from '@src/CONST';
 import ONYXKEYS from '@src/ONYXKEYS';
@@ -536,6 +537,32 @@ function canUseProvincialTaxNetSuite(subsidiaryCountry?: string) {
     return subsidiaryCountry === '_canada';
 }
 
+function getCustomersOrJobsLabelNetSuite(policy: Policy | undefined, translate: LocaleContextProps['translate']): string | undefined {
+    const importMapping = policy?.connections?.netsuite?.options?.config?.syncOptions?.mapping;
+    if (!importMapping?.customers && !importMapping?.jobs) {
+        return undefined;
+    }
+    const importFields: string[] = [];
+    const importCustomer = importMapping?.customers ?? CONST.INTEGRATION_ENTITY_MAP_TYPES.NETSUITE_DEFAULT;
+    const importJobs = importMapping?.jobs ?? CONST.INTEGRATION_ENTITY_MAP_TYPES.NETSUITE_DEFAULT;
+    const importedValue = importMapping?.customers !== CONST.INTEGRATION_ENTITY_MAP_TYPES.NETSUITE_DEFAULT ? importCustomer : importJobs;
+
+    if (!importedValue || importedValue === CONST.INTEGRATION_ENTITY_MAP_TYPES.NETSUITE_DEFAULT) {
+        return undefined;
+    }
+
+    if (importCustomer !== CONST.INTEGRATION_ENTITY_MAP_TYPES.NETSUITE_DEFAULT) {
+        importFields.push(translate('workspace.netsuite.import.customersOrJobs.customers'));
+    }
+
+    if (importJobs !== CONST.INTEGRATION_ENTITY_MAP_TYPES.NETSUITE_DEFAULT) {
+        importFields.push(translate('workspace.netsuite.import.customersOrJobs.jobs'));
+    }
+
+    const importedValueLabel = translate(`workspace.netsuite.import.customersOrJobs.label`, importFields, translate(`workspace.accounting.importTypes.${importedValue}`).toLowerCase());
+    return importedValueLabel.charAt(0).toUpperCase() + importedValueLabel.slice(1);
+}
+
 function getIntegrationLastSuccessfulDate(connection?: Connections[keyof Connections]) {
     if (!connection) {
         return undefined;
@@ -652,6 +679,7 @@ export {
     navigateWhenEnableFeature,
     getIntegrationLastSuccessfulDate,
     getCurrentConnectionName,
+    getCustomersOrJobsLabelNetSuite,
 };
 
 export type {MemberEmailsToAccountIDs};