feat: Single credit line for Journal Entry (#1017)

* feat: Single credit line for Journal Entry

* new org case

* fix new case

Author: ashwin1111

src/app/branding/c1-contents-config.ts

@@ -85,7 +85,9 @@ export const c1Contents = {
                 preferenceLabel: 'Other preferences',
                 preferenceSubLabel: 'Create new records in NetSuite if no vendor record is found or the accounting period is closed.',
                 previewDescriptionFieldLabel: 'Preview of the description field',
-                autoCreateMerchantsLabel: 'Auto create merchant on NetSuite for credit card charge'
+                autoCreateMerchantsLabel: 'Auto create merchant on NetSuite for credit card charge',
+                singleCreditLineJELabel: 'Create a single itemized offset credit entry for Journal',
+                singleCreditLineJESubLabel: 'Merge all Credits in a Journal to create a single entry.'
             }
         }
     },

src/app/branding/fyle-contents-config.ts

@@ -85,7 +85,9 @@ export const fyleContents = {
                 preferenceLabel: 'Other Preferences',
                 preferenceSubLabel: 'Based on your preference, you can choose whether you want to create any new records in NetSuite from Fyle. (when there is no employee record found, or when the accounting period is closed).',
                 previewDescriptionFieldLabel: 'Preview of the Description Field',
-                autoCreateMerchantsLabel: 'Auto Create Merchant on NetSuite for Credit Card Charge'
+                autoCreateMerchantsLabel: 'Auto Create Merchant on NetSuite for Credit Card Charge',
+                singleCreditLineJELabel: 'Create a single itemized offset credit entry for Journal',
+                singleCreditLineJESubLabel: 'Merge all Credits in a Journal to create a single entry.'
             }
         }
     },

src/app/core/models/branding/content-configuration.model.ts

@@ -82,6 +82,8 @@ export type ContentConfiguration = {
                     scheduleSubLabel: string;
                     previewDescriptionFieldLabel: string;
                     autoCreateMerchantsLabel: string;
+                    singleCreditLineJELabel: string;
+                    singleCreditLineJESubLabel: string;
                 }
             },
         },

src/app/core/models/netsuite/netsuite-configuration/netsuite-advanced-settings.model.ts

@@ -14,7 +14,8 @@ export type NetsuiteAdvancedSettingConfiguration = {
   auto_create_destination_entity: boolean,
   auto_create_merchants: boolean,
   change_accounting_period: boolean,
-  memo_structure: string[]
+  memo_structure: string[],
+  je_single_credit_line: boolean
 }
 
 export type NetsuiteAdvancedSettingGeneralMapping = {
@@ -138,6 +139,7 @@ export class NetsuiteAdvancedSettingModel extends HelperUtility {
       useEmployeeClass: new FormControl(advancedSettings?.general_mappings.use_employee_class ? advancedSettings?.general_mappings.use_employee_class : false),
       changeAccountingPeriod: new FormControl(advancedSettings?.configuration.change_accounting_period),
       autoCreateVendors: new FormControl(advancedSettings?.configuration.auto_create_destination_entity),
+      singleCreditLineJE: new FormControl(advancedSettings?.configuration.je_single_credit_line),
       exportSchedule: new FormControl(advancedSettings?.workspace_schedules?.enabled ? true : false),
       exportScheduleFrequency: new FormControl(advancedSettings?.workspace_schedules?.enabled ? advancedSettings?.workspace_schedules.interval_hours : 1),
       memoStructure: new FormControl(advancedSettings?.configuration.memo_structure),
@@ -160,7 +162,8 @@ export class NetsuiteAdvancedSettingModel extends HelperUtility {
         auto_create_destination_entity: advancedSettingsForm.get('autoCreateVendors')?.value,
         change_accounting_period: advancedSettingsForm.get('changeAccountingPeriod')?.value,
         memo_structure: advancedSettingsForm.get('memoStructure')?.value,
-        auto_create_merchants: advancedSettingsForm.get('autoCreateMerchants')?.value
+        auto_create_merchants: advancedSettingsForm.get('autoCreateMerchants')?.value,
+        je_single_credit_line: advancedSettingsForm.get('singleCreditLineJE')?.value || false
       },
       general_mappings: {
         vendor_payment_account: advancedSettingsForm.get('paymentAccount')?.value ? advancedSettingsForm.get('paymentAccount')?.value : emptyDestinationAttribute,

src/app/integrations/netsuite/netsuite-shared/netsuite-advanced-settings/netsuite-advanced-settings.component.html

@@ -87,24 +87,30 @@
                     [formControllerName]="'changeAccountingPeriod'">
                 </app-configuration-toggle-field>
 
-                <div class="autoCreateVendor" *ngIf="isAutoCreateVendorsFieldVisible() && brandingFeatureConfig.featureFlags.advancedSettings.autoCreateVendors" [ngClass]="{'tw-mb-24-px' : !isAutoCreateMerchantsFieldVisible()}">
-                    <app-configuration-toggle-field
-                        [form]="advancedSettingForm"
-                        [iconPath]="'user-plus'"
-                        [label]="brandingContent.autoCreateVendorsLabel + getCreateVendorLabel() "
-                        [subLabel]="'While exporting reimbursable expenses from ' + brandingConfig.brandName + ', the integration will automatically create a ' + getCreateVendorLabel().toLowerCase() + ' if a match does not exist in NetSuite already.'"
-                        [formControllerName]="'autoCreateVendors'">
-                    </app-configuration-toggle-field>
-                </div>
+                <app-configuration-toggle-field *ngIf="isAutoCreateVendorsFieldVisible() && brandingFeatureConfig.featureFlags.advancedSettings.autoCreateVendors"
+                    [form]="advancedSettingForm"
+                    [iconPath]="'user-plus'"
+                    [label]="brandingContent.autoCreateVendorsLabel + getCreateVendorLabel() "
+                    [subLabel]="'While exporting reimbursable expenses from ' + brandingConfig.brandName + ', the integration will automatically create a ' + getCreateVendorLabel().toLowerCase() + ' if a match does not exist in NetSuite already.'"
+                    [formControllerName]="'autoCreateVendors'">
+                </app-configuration-toggle-field>
 
-                <app-configuration-toggle-field *ngIf="isAutoCreateMerchantsFieldVisible() && brandingFeatureConfig.featureFlags.advancedSettings.autoCreateMerchants"
+                <app-configuration-toggle-field *ngIf="isAutoCreateMerchantsFieldVisible() && brandingFeatureConfig.featureFlags.advancedSettings.autoCreateMerchants" 
                     [form]="advancedSettingForm"
                     [iconPath]="'user-plus'"
                     [label]="brandingContent.autoCreateVendorsLabel + getCreateMerchantLabel()"
                     [subLabel]="'While exporting credit card expenses from ' + brandingConfig.brandName + ', the integration will automatically create a merchant if a match does not exist in NetSuite already.'"
                     [formControllerName]="'autoCreateMerchants'">
                 </app-configuration-toggle-field>
 
+                <app-configuration-toggle-field class="tw-pt-0" *ngIf="isSingleCreditLineJEFieldVisible() && brandingFeatureConfig.featureFlags.advancedSettings.singleCreditLineJE"
+                    [form]="advancedSettingForm"
+                    [iconPath]="'list'"
+                    [label]="brandingContent.singleCreditLineJELabel"
+                    [subLabel]="brandingContent.singleCreditLineJESubLabel"
+                    [formControllerName]="'singleCreditLineJE'">
+                </app-configuration-toggle-field>
+
             </div>
 
             <div class="tw-mb-16-px">

src/app/integrations/netsuite/netsuite-shared/netsuite-advanced-settings/netsuite-advanced-settings.component.ts

@@ -194,6 +194,10 @@ export class NetsuiteAdvancedSettingsComponent implements OnInit {
     return this.workspaceGeneralSettings.reimbursable_expenses_object && this.workspaceGeneralSettings.reimbursable_expenses_object !== NetsuiteReimbursableExpensesObject.JOURNAL_ENTRY;
   }
 
+  isSingleCreditLineJEFieldVisible(): boolean {
+    return this.workspaceGeneralSettings.reimbursable_expenses_object === NetsuiteReimbursableExpensesObject.JOURNAL_ENTRY || this.workspaceGeneralSettings.corporate_credit_card_expenses_object === NetSuiteCorporateCreditCardExpensesObject.JOURNAL_ENTRY;
+  }
+
   onMultiSelectChange() {
     const memo = this.advancedSettingForm.controls.memoStructure.value;
     const changedMemo = AdvancedSettingsModel.formatMemoPreview(memo, this.defaultMemoOptions)[1];

src/app/integrations/netsuite/netsuite-shared/netsuite-export-settings/netsuite-export-settings.component.ts

@@ -206,6 +206,8 @@ export class NetsuiteExportSettingsComponent implements OnInit {
         if (this.isOnboarding) {
           this.workspaceService.setOnboardingState(NetsuiteOnboardingState.IMPORT_SETTINGS);
           this.router.navigate([`/integrations/netsuite/onboarding/import_settings`]);
+        } else if (this.isAdvancedSettingAffected()) {
+          this.router.navigate(['/integrations/netsuite/main/configuration/advanced_settings']);
         }
       }, () => {
         this.isSaveInProgress = false;
@@ -218,7 +220,59 @@ export class NetsuiteExportSettingsComponent implements OnInit {
     this.router.navigate([`/integrations/netsuite/onboarding/connector`]);
   }
 
+  private isAdvancedSettingAffected(): boolean {
+    return (this.exportSettings?.configuration?.reimbursable_expenses_object !== null && this.exportSettings?.configuration?.reimbursable_expenses_object !== NetsuiteReimbursableExpensesObject.JOURNAL_ENTRY && this.exportSettingForm.value.reimbursableExportType === NetsuiteReimbursableExpensesObject.JOURNAL_ENTRY) || (this.exportSettings?.configuration?.corporate_credit_card_expenses_object !== null && this.exportSettings?.configuration?.corporate_credit_card_expenses_object !== NetSuiteCorporateCreditCardExpensesObject.JOURNAL_ENTRY && this.exportSettingForm.value.creditCardExportType === NetSuiteCorporateCreditCardExpensesObject.JOURNAL_ENTRY);
+  }
+
+  private replaceContentBasedOnConfiguration(updatedConfiguration: string, existingConfiguration: string | undefined | null, exportType: string): string {
+    const configurationUpdate = `You have changed the export type of $exportType expense from <b>$existingExportType</b> to <b>$updatedExportType</b>,
+    which would impact a few configurations in the <b>Advanced settings</b>. <br><br>Please revisit the <b>Advanced settings</b> to check and enable the
+    features that could help customize and automate your integration workflows.`;
+
+    let content = '';
+    // If both are not none and it is an update case else for the new addition case
+    if (updatedConfiguration && existingConfiguration) {
+      content = configurationUpdate.replace('$exportType', exportType).replace('$existingExportType', existingConfiguration.toLowerCase().replace(/^\w/, (c: string) => c.toUpperCase())).replace('$updatedExportType', updatedConfiguration.toLowerCase().replace(/^\w/, (c: string) => c.toUpperCase()));
+    }
+
+    return content;
+  }
+
+  private constructWarningMessage(): string {
+    let content: string = '';
+    const existingReimbursableExportType = this.exportSettings?.configuration?.reimbursable_expenses_object;
+    const existingCorporateCardExportType = this.exportSettings?.configuration?.corporate_credit_card_expenses_object;
+
+    const updatedReimbursableExportType = this.exportSettingForm.value.reimbursableExportType ? this.exportSettingForm.value.reimbursableExportType : null;
+    const updatedCorporateCardExportType = this.exportSettingForm.value.creditCardExportType ? this.exportSettingForm.value.creditCardExportType : null;
+
+    let updatedExportType;
+    let existingExportType;
+    let exportType;
+
+    if (existingReimbursableExportType !== updatedReimbursableExportType) {
+      updatedExportType = updatedReimbursableExportType;
+      existingExportType = existingReimbursableExportType;
+      exportType = 'reimbursable';
+    } else if (existingCorporateCardExportType !== updatedCorporateCardExportType) {
+      updatedExportType = updatedCorporateCardExportType;
+      existingExportType = existingCorporateCardExportType;
+      exportType = 'credit card';
+    }
+
+    if (this.isAdvancedSettingAffected() && exportType) {
+      content = this.replaceContentBasedOnConfiguration(updatedExportType, existingExportType, exportType);
+    }
+
+    return content;
+  }
+
   save(): void {
+    if (this.isAdvancedSettingAffected() && this.exportSettings.configuration) {
+      this.warningDialogText = this.constructWarningMessage();
+      this.isConfirmationDialogVisible = true;
+      return;
+    }
     this.constructPayloadAndSave({hasAccepted: true, event: ConfigurationWarningEvent.NETSUITE_EXPORT_SETTINGS});
   }