fix: business central beta bugfixes (#1122)

* fix: initialize chart of accounts multiselect when there is no api response (#1110)

* fix: remove the posted at date option for ccc expenses grouped by report (#1105)

* fix: update login error flow and fix redirect url (#1117)

* fix: restrict JE modules to group by expense only (#1113)

* fix: restrict JE modules to group by expense only

* fix: add a default bank account field for CCC expenses (#1114)

* fix: remove validation temporarily (#1111)

* fix: add a default bank account field for CCC expenses

* fix: add missing options to bank accounts on page init

* fix: dynamic content for xero customize settings (#1112)

* fix: update sublabel key to avoid build fail (#1116)

* fix: Prod fixes of QBD direct (#1118)

* fix bugs (#1119)

* refactor: capitalization

* fix: only ccc exports not being saved (#1121)

---------

Co-authored-by: Ashwin Thanaraj <[email protected]>
Co-authored-by: Nilesh Pant <[email protected]>
Co-authored-by: Dhaarani <[email protected]>
Co-authored-by: Anish Kr Singh <[email protected]>

---------

Co-authored-by: Ashwin Thanaraj <[email protected]>
Co-authored-by: Nilesh Pant <[email protected]>
Co-authored-by: Dhaarani <[email protected]>
Co-authored-by: Anish Kr Singh <[email protected]>

---------

Co-authored-by: Ashwin Thanaraj <[email protected]>
Co-authored-by: Nilesh Pant <[email protected]>
Co-authored-by: Dhaarani <[email protected]>
Co-authored-by: Anish Kr Singh <[email protected]>

Author: 5 people

src/app/core/models/business-central/business-central-configuration/business-central-export-setting.model.ts

@@ -15,6 +15,8 @@ export type BusinessCentralExportSetting = {
     credit_card_expense_date: ExportDateType,
     default_bank_account_name: string,
     default_bank_account_id: string,
+    default_ccc_bank_account_name: string,
+    default_ccc_bank_account_id: string,
     name_in_journal_entry: string,
     employee_field_mapping: string,
     auto_map_employees: string,
@@ -184,6 +186,7 @@ export class BusinessCentralExportSettingModel {
             cccExportDate: new FormControl(exportSettings?.credit_card_expense_date ? exportSettings?.credit_card_expense_date.toLowerCase() : null),
             cccExportGroup: new FormControl(exportSettings?.credit_card_expense_grouped_by ? exportSettings?.credit_card_expense_grouped_by: null),
             defaultBankName: new FormControl(exportSettings?.default_bank_account_name ? findObjectByDestinationId(accounts, exportSettings?.default_bank_account_id) : null),
+            cccDefaultBankName: new FormControl(exportSettings?.default_ccc_bank_account_name ? findObjectByDestinationId(accounts, exportSettings?.default_ccc_bank_account_id) : null),
             reimbursableEmployeeMapping: new FormControl(exportSettings?.employee_field_mapping ? exportSettings?.employee_field_mapping : null, Validators.required),
             journalEntryNamePreference: new FormControl(exportSettings?.name_in_journal_entry ? exportSettings?.name_in_journal_entry : null),
             autoMapEmployee: new FormControl(exportSettings?.auto_map_employees ? exportSettings?.auto_map_employees : null),
@@ -204,6 +207,8 @@ export class BusinessCentralExportSettingModel {
             credit_card_expense_date: exportSettingsForm.get('cccExportDate')?.value ? exportSettingsForm.get('cccExportDate')?.value.toUpperCase() : null,
             default_bank_account_name: exportSettingsForm.get('defaultBankName')?.value ? exportSettingsForm.get('defaultBankName')?.value.value : null,
             default_bank_account_id: exportSettingsForm.get('defaultBankName')?.value ? exportSettingsForm.get('defaultBankName')?.value.destination_id : null,
+            default_ccc_bank_account_name: exportSettingsForm.get('cccDefaultBankName')?.value ? exportSettingsForm.get('cccDefaultBankName')?.value.value : null,
+            default_ccc_bank_account_id: exportSettingsForm.get('cccDefaultBankName')?.value ? exportSettingsForm.get('cccDefaultBankName')?.value.destination_id : null,
             name_in_journal_entry: exportSettingsForm.get('journalEntryNamePreference')?.value ? exportSettingsForm.get('journalEntryNamePreference')?.value : null,
             employee_field_mapping: exportSettingsForm.get('reimbursableEmployeeMapping')?.value ? exportSettingsForm.get('reimbursableEmployeeMapping')?.value : null,
             auto_map_employees: exportSettingsForm.get('autoMapEmployee')?.value ? exportSettingsForm.get('autoMapEmployee')?.value : null,

src/app/core/models/business-central/business-central-configuration/business-central-import-settings.model.ts

@@ -26,7 +26,7 @@ export class BusinessCentralImportSettingsModel extends ImportSettingsModel {
         const expenseFieldsArray = importSettings?.mapping_settings ? this.constructFormArray(importSettings.mapping_settings, businessCentralFields) : [] ;
         return new FormGroup({
             importCategories: new FormControl(importSettings?.import_settings?.import_categories ?? false),
-            chartOfAccountTypes: new FormControl(importSettings?.import_settings.charts_of_accounts ? importSettings?.import_settings.charts_of_accounts : ['Expense']),
+            chartOfAccountTypes: new FormControl(importSettings?.import_settings?.charts_of_accounts ? importSettings?.import_settings?.charts_of_accounts : ['Expense']),
             importVendorAsMerchant: new FormControl(importSettings?.import_settings?.import_vendors_as_merchants ?? false ),
             expenseFields: new FormArray(expenseFieldsArray)
         });

src/app/core/models/enum/enum.model.ts

@@ -702,9 +702,8 @@ export enum Sage300ExportSettingDestinationOptionKey {
 }
 
 export enum BCExportSettingDestinationOptionKey {
-  ACCOUNT = 'ACCOUNT',
   VENDOR = 'VENDOR',
-  REIMBURSABLE_BANK_ACCOUNT = 'REIMBURSABLE_BANK_ACCOUNT'
+  BANK_ACCOUNT = 'BANK_ACCOUNT'
 }
 
 export enum QbdDirectExportSettingDestinationOptionKey {

src/app/integrations/business-central/business-central-onboarding/business-central-onboarding-landing/business-central-onboarding-landing.component.html

@@ -1,14 +1,14 @@
-<div *ngIf="!isIncorrectQBOConnectedDialogVisible">
+<div *ngIf="!isIncorrectBCConnectedDialogVisible">
     <div>
         <app-landing-page-header [logoWidth]="'65px'" [logoStyleClasses]="'tw-p-0'" [logoSectionStyleClasses]="''" [iconPath]="'assets/logos/BusinessCentral-logo.svg'" [appName]="'Dynamics 365 Business Central'" [appDescription]="'Import data from Dynamics 365 Business Central to ' + brandingConfig.brandName + ' and Export expenses from ' + brandingConfig.brandName + ' to Dynamics 365 Business Central. '" [isLoading]="false" [isIntegrationSetupInProgress]="businessCentralConnectionInProgress" [isIntegrationConnected]="isIntegrationConnected" [redirectLink]="redirectLink" [buttonText]="'Connect'" [postConnectionRoute]="'business_central/onboarding/connector'" (connectIntegration)="connectBusinessCentral()"></app-landing-page-header>
     </div>
     <div>
         <app-landing-page-body [headlineText]="'Guide to setup your Integrations'" [headerText]="'A quick guide to help you set up the integration quick and easy.'" [svgPath]="'assets/flow-charts/ms-dynamics-flow-chart.svg'" [appName]="appName"></app-landing-page-body>
     </div>
 </div>
-<app-configuration-confirmation-dialog *ngIf="isIncorrectQBOConnectedDialogVisible"
+<app-configuration-confirmation-dialog *ngIf="isIncorrectBCConnectedDialogVisible"
     (warningAccepted)="acceptWarning($event)"
-    [isWarningVisible]="isIncorrectQBOConnectedDialogVisible"
+    [isWarningVisible]="isIncorrectBCConnectedDialogVisible"
     [headerText]="'Incorrect account selected'"
     [contextText]="'You had previously set up the integration with a different Dynamic 365 Business Central account. Please choose the same to restore the settings'"
     [confirmBtnText]="'Re connect'"

src/app/integrations/business-central/business-central-onboarding/business-central-onboarding-landing/business-central-onboarding-landing.component.ts

@@ -33,7 +33,7 @@ export class BusinessCentralOnboardingLandingComponent implements OnInit, OnDest
 
   private oauthCallbackSubscription: Subscription;
 
-  isIncorrectQBOConnectedDialogVisible: boolean;
+  isIncorrectBCConnectedDialogVisible: boolean;
 
   constructor(
     private helperService: HelperService,
@@ -45,9 +45,9 @@ export class BusinessCentralOnboardingLandingComponent implements OnInit, OnDest
   ) { }
 
   acceptWarning(data: ConfigurationWarningOut): void {
-    this.isIncorrectQBOConnectedDialogVisible = false;
+    this.isIncorrectBCConnectedDialogVisible = false;
     if (data.hasAccepted) {
-      this.router.navigate([`/integrations/qbo/onboarding/landing`]);
+      this.router.navigate([`/integrations/business_central/onboarding/landing`]);
     }
   }
 
@@ -72,7 +72,7 @@ export class BusinessCentralOnboardingLandingComponent implements OnInit, OnDest
     }, (error) => {
       const errorMessage = 'message' in error.error ? error.error.message : 'Failed to connect to Dynamic 365 Business Central. Please try again';
       if (errorMessage === 'Please choose the correct Dynamic 365 Business Central account') {
-        this.isIncorrectQBOConnectedDialogVisible = false;
+        this.isIncorrectBCConnectedDialogVisible = true;
       } else {
         this.toastService.displayToastMessage(ToastSeverity.ERROR, errorMessage);
         this.router.navigate([`/integrations/business_central/onboarding/landing`]);

src/app/integrations/business-central/business-central-shared/business-central-export-settings/business-central-export-settings.component.html

@@ -91,8 +91,8 @@
                             [mandatoryErrorListName]="'Default Bank Account Name'"
                             [label]="'Set the Default Bank Account as?'"
                             [subLabel]="'The integration will assign the Expenses that is exported as Journal Entry to the Bank Account selected here.'"
-                            [destinationAttributes]="reimbursableBankOptions"
-                            [destinationOptionKey]="BCExportSettingDestinationOptionKey.REIMBURSABLE_BANK_ACCOUNT"
+                            [destinationAttributes]="bankAccountOptions"
+                            [destinationOptionKey]="BCExportSettingDestinationOptionKey.BANK_ACCOUNT"
                             [isOptionSearchInProgress]="isOptionSearchInProgress"
                             [isAdvanceSearchEnabled]="true"
                             (searchOptionsDropdown)="searchOptionsDropdown($event)"
@@ -113,7 +113,8 @@
                             [iconPath]="'question-square-outline'"
                             [placeholder]="'Select expense grouping'"
                             [formControllerName]="'reimbursableExportGroup'"
-                            [appName]="appName">
+                            [appName]="appName"
+                            [isDisabled]="exportSettingForm.get('reimbursableExportType')?.value === BusinessCentralExportType.JOURNAL_ENTRY">
                         </app-configuration-select-field>
                     </div>
                     <div *ngIf="exportSettingForm?.value.reimbursableExportType" class="tw-mt-16-px tw-bg-white tw-border tw-border-solid tw-border-separator tw-rounded-12-px">
@@ -172,21 +173,21 @@
                             [exportTypeIconPathArray]="previewImagePaths">
                         </app-configuration-select-field>
                     </div>
-                    <div *ngIf="exportSettingForm.get('cccExportType')?.value && exportSettingForm.get('reimbursableExportType')?.value !== BusinessCentralExportType.JOURNAL_ENTRY" class="tw-mt-16-px tw-bg-white tw-border tw-border-solid tw-border-separator tw-rounded-12-px">
+                    <div *ngIf="exportSettingForm.get('cccExportType')?.value === BusinessCentralExportType.JOURNAL_ENTRY" class="tw-mt-16-px tw-bg-white tw-border tw-border-solid tw-border-separator tw-rounded-12-px">
                         <app-configuration-select-field
                             [form]="exportSettingForm"
                             [isFieldMandatory]="true"
                             [mandatoryErrorListName]="'Default Bank Account Name'"
                             [label]="'Set the Default Bank Account as?'"
                             [subLabel]="'The integration will assign the Expenses that is exported as Journal Entry to the Bank Account selected here.'"
-                            [destinationAttributes]="bankOptions"
-                            [destinationOptionKey]="BCExportSettingDestinationOptionKey.ACCOUNT"
+                            [destinationAttributes]="bankAccountOptions"
+                            [destinationOptionKey]="BCExportSettingDestinationOptionKey.BANK_ACCOUNT"
                             [isOptionSearchInProgress]="isOptionSearchInProgress"
                             [isAdvanceSearchEnabled]="true"
                             (searchOptionsDropdown)="searchOptionsDropdown($event)"
                             [iconPath]="'list'"
                             [placeholder]="'Select default Bank Account'"
-                            [formControllerName]="'defaultBankName'">
+                            [formControllerName]="'cccDefaultBankName'">
                         </app-configuration-select-field>
                     </div>
                     <div *ngIf="exportSettingForm.get('cccExportType')?.value" class="tw-mt-16-px tw-bg-white tw-border tw-border-solid tw-border-separator tw-rounded-12-px">
@@ -217,7 +218,8 @@
                             [iconPath]="'question-square-outline'"
                             [placeholder]="'Select expense grouping'"
                             [formControllerName]="'cccExportGroup'"
-                            [appName]="appName">
+                            [appName]="appName"
+                            [isDisabled]="exportSettingForm.get('cccExportType')?.value === BusinessCentralExportType.JOURNAL_ENTRY">
                         </app-configuration-select-field>
                     </div>
                     <div *ngIf="!exportSettingForm.get('reimbursableExpense')?.value" class="tw-mt-16-px tw-bg-white tw-border tw-border-solid tw-border-separator tw-rounded-12-px">

src/app/integrations/business-central/business-central-shared/business-central-export-settings/business-central-export-settings.component.ts

@@ -29,9 +29,7 @@ export class BusinessCentralExportSettingsComponent implements OnInit {
 
   exportSettingForm: FormGroup;
 
-  bankOptions: DestinationAttribute[];
-
-  reimbursableBankOptions: DestinationAttribute[];
+  bankAccountOptions: DestinationAttribute[];
 
   vendorOptions: DestinationAttribute[];
 
@@ -142,13 +140,23 @@ export class BusinessCentralExportSettingsComponent implements OnInit {
     if (this.exportSettingForm.controls[formControllerName].value === ExpenseGroupedBy.EXPENSE) {
       return options.filter(option => option.value !== ExportDateType.LAST_SPENT_AT);
     }
-    return options.filter(option => option.value !== ExportDateType.SPENT_AT);
+    return options.filter(option => (option.value !== ExportDateType.SPENT_AT && option.value !== ExportDateType.POSTED_AT));
   }
 
   refreshDimensions(isRefresh: boolean): void{
     this.businessCentralHelperService.importAttributes(isRefresh);
   }
 
+  updateExpenseGroupingValues() {
+    if (this.exportSettingForm.get('cccExportType')?.value === BusinessCentralExportType.JOURNAL_ENTRY) {
+      this.exportSettingForm.get('cccExportGroup')?.setValue(ExpenseGroupedBy.EXPENSE);
+    }
+
+    if (this.exportSettingForm.get('reimbursableExportType')?.value === BusinessCentralExportType.JOURNAL_ENTRY) {
+      this.exportSettingForm.get('reimbursableExportGroup')?.setValue(ExpenseGroupedBy.EXPENSE);
+    }
+  }
+
   private setupCustomWatchers(): void {
     this.exportSettingForm.controls.reimbursableExportGroup.valueChanges.subscribe((reimbursableExportGroup) => {
       if (brandingConfig.brandId==='fyle') {
@@ -161,16 +169,25 @@ export class BusinessCentralExportSettingsComponent implements OnInit {
       if (brandingConfig.brandId==='fyle') {
         this.cccExpenseGroupingDateOptions = BusinessCentralExportSettingModel.getCCCExpenseGroupingDateOptions();
         this.cccExpenseGroupingDateOptions = ExportSettingModel.constructGroupingDateOptions(cccExportGroup, this.cccExpenseGroupingDateOptions);
+
+        // If the selected value is not valid after the export group change, reset the field
+        const visibleValues = this.getExportDate(this.cccExpenseGroupingDateOptions, 'cccExportGroup').map(option => option.value);
+        if (!visibleValues.includes(this.exportSettingForm.get('cccExportDate')?.value)) {
+          this.exportSettingForm.get('cccExportDate')?.reset();
+        }
       }
     });
+
+    this.exportSettingForm.get('reimbursableExportType')?.valueChanges.subscribe(() => this.updateExpenseGroupingValues());
+    this.exportSettingForm.get('cccExportType')?.valueChanges.subscribe(() => this.updateExpenseGroupingValues());
   }
 
   private optionSearchWatcher(): void {
     this.optionSearchUpdate.pipe(
       debounceTime(1000)
     ).subscribe((event: ExportSettingOptionSearch) => {
 
-      if (event.destinationOptionKey === BCExportSettingDestinationOptionKey.REIMBURSABLE_BANK_ACCOUNT) {
+      if (event.destinationOptionKey === BCExportSettingDestinationOptionKey.BANK_ACCOUNT) {
         const observables = [
           this.mappingService.getPaginatedDestinationAttributes('BANK_ACCOUNT', event.searchTerm),
           this.mappingService.getPaginatedDestinationAttributes(
@@ -182,22 +199,19 @@ export class BusinessCentralExportSettingsComponent implements OnInit {
           // Insert new options (if any) to existing options, and sort them
           const newOptions = [...bankAccounts.results, ...accounts.results];
           newOptions.forEach((newOption) => {
-            if (!this.reimbursableBankOptions.find((existingOption) => existingOption.destination_id === newOption.destination_id)) {
-              this.reimbursableBankOptions.push(newOption);
+            if (!this.bankAccountOptions.find((existingOption) => existingOption.destination_id === newOption.destination_id)) {
+              this.bankAccountOptions.push(newOption);
             }
           });
 
-          this.reimbursableBankOptions.sort((a, b) => (a.value || '').localeCompare(b.value || ''));
+          this.bankAccountOptions.sort((a, b) => (a.value || '').localeCompare(b.value || ''));
           this.isOptionSearchInProgress = false;
         });
 
       } else {
 
         let existingOptions: DestinationAttribute[];
         switch (event.destinationOptionKey) {
-          case BCExportSettingDestinationOptionKey.ACCOUNT:
-            existingOptions = this.bankOptions;
-            break;
           case BCExportSettingDestinationOptionKey.VENDOR:
             existingOptions = this.vendorOptions;
             break;
@@ -214,10 +228,6 @@ export class BusinessCentralExportSettingsComponent implements OnInit {
 
 
           switch (event.destinationOptionKey) {
-            case BCExportSettingDestinationOptionKey.ACCOUNT:
-              this.bankOptions = existingOptions.concat();
-              this.bankOptions.sort((a, b) => (a.value || '').localeCompare(b.value || ''));
-              break;
             case BCExportSettingDestinationOptionKey.VENDOR:
               this.vendorOptions = existingOptions.concat();
               this.vendorOptions.sort((a, b) => (a.value || '').localeCompare(b.value || ''));
@@ -237,6 +247,29 @@ export class BusinessCentralExportSettingsComponent implements OnInit {
     }
   }
 
+  addMissingOptions() {
+    // Since pagination API response is a subset of all options, we're making use of the export settings response to fill in options
+
+    if (this.exportSettings) {
+      this.helperService.addDestinationAttributeIfNotExists({
+        options: this.bankAccountOptions,
+        value: this.exportSettings.default_ccc_bank_account_name,
+        destination_id: this.exportSettings.default_ccc_bank_account_id
+      });
+      this.helperService.addDestinationAttributeIfNotExists({
+        options: this.bankAccountOptions,
+        value: this.exportSettings.default_bank_account_name,
+        destination_id: this.exportSettings.default_bank_account_id
+      });
+
+      this.helperService.addDestinationAttributeIfNotExists({
+        options: this.vendorOptions,
+        value: this.exportSettings.default_vendor_name,
+        destination_id: this.exportSettings.default_vendor_id
+      });
+    }
+  }
+
   private setupPage(): void {
     this.isOnboarding = this.router.url.includes('onboarding');
     const exportSettingValidatorRule: ExportSettingValidatorRule = {
@@ -254,11 +287,11 @@ export class BusinessCentralExportSettingsComponent implements OnInit {
       {
         'formController': 'cccExportType',
         'requiredValue': {
-          'JOURNAL_ENTRY': ['defaultBankName', 'journalEntryNamePreference']
+          'JOURNAL_ENTRY': ['cccDefaultBankName', 'journalEntryNamePreference']
         }
       }
     ];
-    const commonFormFields: string[] = ['defaultBankName'];
+    const commonFormFields: string[] = [];
 
     const destinationAttributes = [BusinessCentralField.ACCOUNT, FyleField.VENDOR];
 
@@ -295,14 +328,15 @@ export class BusinessCentralExportSettingsComponent implements OnInit {
         });
       }
 
-      this.exportSettingForm = BusinessCentralExportSettingModel.mapAPIResponseToFormGroup(this.exportSettings, accounts.results, vendors.results);
+      this.vendorOptions = vendors.results;
+      this.bankAccountOptions = [...reimbursableBankAccounts.results, ...reimbursableAccounts.results];
+      this.bankAccountOptions.sort((a, b) => (a.value || '').localeCompare(b.value || ''));
+      this.addMissingOptions();
+      this.exportSettingForm = BusinessCentralExportSettingModel.mapAPIResponseToFormGroup(this.exportSettings, this.bankAccountOptions, vendors.results);
+
       this.helperService.addExportSettingFormValidator(this.exportSettingForm);
       this.helper.setConfigurationSettingValidatorsAndWatchers(exportSettingValidatorRule, this.exportSettingForm);
       this.helper.setExportTypeValidatorsAndWatchers(exportModuleRule, this.exportSettingForm, commonFormFields);
-      this.bankOptions = accounts.results;
-      this.vendorOptions = vendors.results;
-      this.reimbursableBankOptions = [...reimbursableBankAccounts.results, ...reimbursableAccounts.results];
-      this.reimbursableBankOptions.sort((a, b) => (a.value || '').localeCompare(b.value || ''));
 
       this.setupCustomWatchers();
       this.optionSearchWatcher();