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feat: Qbd checkbox button creation (#1054)
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* feat: checkbox button creation

* PR comments fix

* feat: onboarding basic setup (#1055)

* feat: onboarding basic setup

* feat: qbd direct onboarding landing page (#1056)

* feat: qbd direct onboarding landing page

* feat: qbd-direct-onboarding-pre-requisite implementation

* PR comments fix

* PR fix

* updateWorkspaceOnboardingState service return type update

* qbd direct logo update

* feat: qbd-direct onboarding prerequisite UI implementation (#1058)

* feat: qbd-direct-onboarding-pre-requisite implementation

* styling changes

* unit test fix

* step footer contentt fix

* pre requisite Ui updation

* PR comments fix

* PR comments fix

* feat: Download qwd file UI changes (#1059)

* feat: Download qwd file UI changes

* download file Ui updation

* download file Ui updation

* download file Ui updation

* download file Ui updation

* feat: qbd connector setup UI changes (#1060)

* feat: qbd connector setup UI changes

* Merge branch qbd-direct-onboarding-download-file-UI into qbd-direct-step-connector-UI

* feat: Qbd direct connection data sync UI changes (#1061)

* feat: Qbd direct connection data sync UI changes

* input made required

* svg update

* feat: qbd direct pre requisite ts changes (#1062)

* feat: qbd direct pre requisite ts changes

* feat: qbd direct pre requisite ts changes

* feat: qbd direct connector download file ts changes (#1063)

* feat: qbd direct connector download file ts changes

* feat: qbd direct connector setup connector ts changes (#1064)

* feat: qbd direct connector setup connector ts changes

* feat: qbd direct connector data sync up ts changes (#1065)

* PR comment fix

* PR comment fix

* Qbd direct connector data sync up ts (#1070)

* feat: qbd direct pre requisite ts changes

* feat: qbd direct pre requisite ts changes

* feat: qbd direct connector download file ts changes

* feat: qbd direct connector setup connector ts changes

* feat: qbd direct connector data sync up ts changes

* feat: QBD direct main connection page business logic (#1066)

* feat: QBD direct main connection page business logic

* onboarding connection ts changes

* onboarding connection ts changes

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Co-authored-by: ashwin1111 <[email protected]>

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Co-authored-by: ashwin1111 <[email protected]>

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Co-authored-by: ashwin1111 <[email protected]>

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Co-authored-by: ashwin1111 <[email protected]>

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Co-authored-by: ashwin1111 <[email protected]>

---------

Co-authored-by: ashwin1111 <[email protected]>

---------

Co-authored-by: ashwin1111 <[email protected]>
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DhaaraniCIT and ashwin1111 authored Nov 13, 2024
1 parent 80c9b48 commit 024398f
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1 change: 1 addition & 0 deletions .eslintrc.json
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Expand Up @@ -65,6 +65,7 @@
"space-before-function-paren": "off",
"@typescript-eslint/quotes": "off",
"@angular-eslint/no-empty-lifecycle-method": "off",
"@angular-eslint/no-input-rename": "off",
"linebreak-style": "off",
"key-spacing": ["error", { "beforeColon": false }],
"keyword-spacing": ["error", { "before": true }],
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17 changes: 11 additions & 6 deletions src/app/branding/c1-contents-config.ts
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Expand Up @@ -6,14 +6,19 @@ export const brandingConfig: BrandingConfiguration = config as BrandingConfigura
export const c1Contents = {
qbd_direct: {
landing: {
contentText: 'Import chart of accounts and projects from NetSuite and export expenses from your Expense Management account.',
contentText: 'Import data from QuickBooks Desktop to ' + brandingConfig.brandName + ' and export expenses from ' + brandingConfig.brandName + ' to QuickBooks Desktop',
guideHeaderText: 'How to setup your integration'
},
configuration: {
preRequisite: {
stepName: 'Prerequisites',
configurationHeaderText: 'Getting started',
configurationSubHeaderText: 'Begin your QuickBooks integration by completing the following steps.'
},
connector: {
configurationHeaderText: 'Connect to NetSuite subsidary',
configurationSubHeaderText: 'Expenses will be posted to the NetSuite subsidary selected here. You can\'t change the subsidary once they\'re configured.',
stepName: 'Connect to NetSuite',
configurationHeaderText: 'Connect to QuickBooks Desktop',
configurationSubHeaderText: 'Connect to QuickBooks desktop by completing the following steps.',
stepName: 'Connect to QuickBooks Desktop',
subLabel: 'Provide your credentials to establish a secure connection between your Expense Management and NetSuite account'
},
exportSetting: {
Expand Down Expand Up @@ -73,7 +78,7 @@ export const c1Contents = {
stepName: 'Advanced settings',
contentText: 'Customize the integration based on your accounting requirements.',
customizeSectionLabel: 'Customization',
customizeSectionSubLabel: 'In this section, you can customize the data that you\'d like to export from Fyle to QuickBooks Desktop You can choose what data points need to be exported and what shouldn\'t be.',
customizeSectionSubLabel: 'In this section, you can customize the data that you\'d like to export from ' + brandingConfig.brandName + ' to QuickBooks Desktop You can choose what data points need to be exported and what shouldn\'t be.',
automationLabel: 'Automation',
automationSubLabel: 'You can automate the export and sync of your data in this section.',
scheduleAutoExportLabel: 'Schedule automatic export',
Expand All @@ -88,7 +93,7 @@ export const c1Contents = {
otherPreferencesLabel: 'Other preferences',
otherPreferencesSubLabel: 'Based on your preference, you can choose whether you want to create any new records in QuickBooks Desktop from ' + brandingConfig.brandName + '.',
autoCreateMerchantsAsVendorsLabel: 'Auto-create merchants as vendors',
autoCreateMerchantsAsVendorsSubLabel: 'Fyle will auto-create a new vendor in QuickBooks Desktop if a merchant added by an employee does not have a corresponding match in QuickBooks Desktop. ',
autoCreateMerchantsAsVendorsSubLabel: '' + brandingConfig.brandName + ' will auto-create a new vendor in QuickBooks Desktop if a merchant added by an employee does not have a corresponding match in QuickBooks Desktop. ',
skipExportLabel: 'Skip export of specific expenses from ' + brandingConfig.brandName + ' to QuickBooks Desktop',
skipExportSubLabel: 'You could choose to skip expenses from ' + brandingConfig.brandName + ' to QuickBooks Desktop by setting up a conditional rule. ',
autoCreateReimbursableEnitityLabel: 'Auto create reimbursable enitity',
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13 changes: 9 additions & 4 deletions src/app/branding/fyle-contents-config.ts
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Expand Up @@ -6,14 +6,19 @@ export const brandingConfig: BrandingConfiguration = config as BrandingConfigura
export const fyleContents = {
qbd_direct: {
landing: {
contentText: 'Import data from NetSuite to ' + brandingConfig.brandName + ' and export expenses from ' + brandingConfig.brandName + ' to NetSuite. ',
contentText: 'Import data from QuickBooks Desktop to Fyle and export expenses from Fyle to QuickBooks Desktop',
guideHeaderText: 'Guide to setup your integrations'
},
configuration: {
preRequisite: {
stepName: 'Prerequisites',
configurationHeaderText: 'Getting started',
configurationSubHeaderText: 'Begin your QuickBooks integration by completing the following steps.'
},
connector: {
configurationHeaderText: 'Connect to NetSuite Tenant',
configurationSubHeaderText: 'Connect to the NetSuite Tenant from which you would like to import and export data. The ' + brandingConfig.brandName + ' org and NetSuite Tenant cannot be changed once the configuration steps are complete.',
stepName: 'Connect to NetSuite',
configurationHeaderText: 'Connect to QuickBooks desktop',
configurationSubHeaderText: 'Connect to QuickBooks desktop by completing the following steps.',
stepName: 'Connect to QuickBooks Desktop',
subLabel: 'Expenses will be posted to the NetSuite Tenant Mapping selected here. Once configured, you can not change ' + brandingConfig.brandName + ' organization or Tenant Mapping.'
},
exportSetting: {
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5 changes: 5 additions & 0 deletions src/app/core/models/branding/content-configuration.model.ts
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Expand Up @@ -6,6 +6,11 @@ export type ContentConfiguration = {
guideHeaderText: string;
},
configuration: {
preRequisite: {
stepName: string;
configurationHeaderText: string;
configurationSubHeaderText: string;
}
connector: {
stepName: string;
subLabel: string;
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5 changes: 5 additions & 0 deletions src/app/core/models/common/helper.model.ts
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@@ -1,5 +1,10 @@
import { FormGroup, Validators } from "@angular/forms";

export type CheckBoxUpdate = {
id: number;
value: boolean;
}

export class HelperUtility {
static markControllerAsRequired(form: FormGroup, controllerName: string): void {
form.controls[controllerName].setValidators(Validators.required);
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4 changes: 4 additions & 0 deletions src/app/core/models/db/workspaces.model.ts
Original file line number Diff line number Diff line change
Expand Up @@ -7,3 +7,7 @@ export type Workspace = {
created_at: Date;
updated_at: Date;
}

export type WorkspaceOnboardingState = {
onboarding_state: string;
}
16 changes: 14 additions & 2 deletions src/app/core/models/enum/enum.model.ts
Original file line number Diff line number Diff line change
Expand Up @@ -337,7 +337,7 @@ export enum QbdDirectOnboardingState {
CONFIRM_PRE_REQUISITES = 'CONFIRM_PRE_REQUISITES',
PENDING_QWC_UPLOAD = 'PENDING_QWC_UPLOAD',
INCORRECT_COMPANY_PATH = 'INCORRECT_COMPANY_PATH',
IN_CORRECT_PASSWORD = 'IN_CORRECT_PASSWORD',
INCORRECT_PASSWORD = 'INCORRECT_PASSWORD',
DESTINATION_SYNC_IN_PROGRESS = 'DESTINATION_SYNC_IN_PROGRESS',
DESTINATION_SYNC_COMPLETE = 'DESTINATION_SYNC_COMPLETE',
}
Expand All @@ -348,7 +348,8 @@ export enum ConfigurationCta {
CONTINUE = 'Continue',
SAVING = 'Saving',
SYNCING = 'Syncing',
UPDATE = 'Update connection'
UPDATE = 'Update connection',
NEXT = 'Next'
}

export enum QBDReimbursableExpensesObject {
Expand Down Expand Up @@ -883,3 +884,14 @@ export enum ThemeOption {
LIGHT = 'light',
DARK = 'dark'
}

export enum QBDPreRequisiteState {
COMPLETE = 'COMPLETE',
INCOMPLETE = 'INCOMPLETE'
}

export enum QBDConnectionStatus {
SUCCESS = 'SUCCESS',
INCORRECT_COMPANY_PATH = 'INCORRECT_COMPANY_PATH',
IN_CORRECT_PASSWORD = 'IN_CORRECT_PASSWORD'
}
Original file line number Diff line number Diff line change
@@ -0,0 +1,31 @@
import { QBDPreRequisiteState } from "../../enum/enum.model";

export type QbdConnectorPost = {
file_location: string;
}

export type QbdConnectorGet = {
id: number,
workspace_id: number,
username: string,
password: string,
ticket_id: string,
file_location: string,
qwc: string,
created_at: Date,
updated_at: Date
}

export type QBDPrerequisiteObject = {
id: number,
label: string,
caption: string,
externalLink?: string,
iconName: string,
state: QBDPreRequisiteState
}

export type SyncDataType = {
attribute_type: string;
count: null | number
};
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@@ -0,0 +1,96 @@
import { brandingContent, brandingFeatureConfig } from "src/app/branding/branding-config";
import { QbdDirectOnboardingState } from "../../enum/enum.model";
import { OnboardingStepper } from "../../misc/onboarding-stepper.model";

type QbdOnboardingStepperMap = {
[QbdDirectOnboardingState.YET_TO_START]: number;
[QbdDirectOnboardingState.CONFIRM_PRE_REQUISITES]: number;
[QbdDirectOnboardingState.CONNECTION]: number;
[QbdDirectOnboardingState.PENDING_QWC_UPLOAD]: number;
[QbdDirectOnboardingState.INCORRECT_COMPANY_PATH]: number;
[QbdDirectOnboardingState.INCORRECT_PASSWORD]: number;
[QbdDirectOnboardingState.DESTINATION_SYNC_IN_PROGRESS]: number;
[QbdDirectOnboardingState.DESTINATION_SYNC_COMPLETE]: number;
[QbdDirectOnboardingState.EXPORT_SETTINGS]: number;
[QbdDirectOnboardingState.IMPORT_SETTINGS]: number;
[QbdDirectOnboardingState.ADVANCED_SETTINGS]: number;
[QbdDirectOnboardingState.COMPLETE]: number;
}

export class QbdDirectOnboardingModel {
brandingContent = brandingContent.qbd_direct.configuration;

private onboardingSteps: OnboardingStepper[] = [
{
active: false,
completed: false,
step: this.brandingContent.preRequisite.stepName,
icon: 'arrow-tail-up-medium',
route: '/integrations/qbo/onboarding/pre_requisite',
styleClasses: ['step-name-pre-requisite--text']
},
{
active: false,
completed: false,
step: this.brandingContent.connector.stepName,
icon: 'link-vertical-medium',
route: '/integrations/qbo/onboarding/connector',
styleClasses: ['step-name-connector--text !tw-left-[-70px]']
},
{
active: false,
completed: false,
step: this.brandingContent.exportSetting.stepName,
icon: 'arrow-tail-up-medium',
route: '/integrations/qbo/onboarding/export_settings',
styleClasses: ['step-name-export--text']
},
{
active: false,
completed: false,
step: this.brandingContent.importSetting.stepName,
icon: 'arrow-tail-down-medium',
route: '/integrations/qbo/onboarding/import_settings',
styleClasses: ['step-name-export--text']
},
{
active: false,
completed: false,
step: this.brandingContent.advancedSettings.stepName,
icon: 'gear-medium',
route: '/integrations/qbo/onboarding/advanced_settings',
styleClasses: ['step-name-advanced--text']
}
];

private readonly onboardingStateStepMap: QbdOnboardingStepperMap = {
[QbdDirectOnboardingState.YET_TO_START]: 1,
[QbdDirectOnboardingState.CONFIRM_PRE_REQUISITES]: 1,
[QbdDirectOnboardingState.CONNECTION]: 2,
[QbdDirectOnboardingState.PENDING_QWC_UPLOAD]: 2,
[QbdDirectOnboardingState.INCORRECT_COMPANY_PATH]: 2,
[QbdDirectOnboardingState.INCORRECT_PASSWORD]: 2,
[QbdDirectOnboardingState.DESTINATION_SYNC_IN_PROGRESS]: 2,
[QbdDirectOnboardingState.DESTINATION_SYNC_COMPLETE]: 2,
[QbdDirectOnboardingState.EXPORT_SETTINGS]: 3,
[QbdDirectOnboardingState.IMPORT_SETTINGS]: 4,
[QbdDirectOnboardingState.ADVANCED_SETTINGS]: 5,
[QbdDirectOnboardingState.COMPLETE]: 6
};

getOnboardingSteps(currentStep: string, onboardingState: QbdDirectOnboardingState): OnboardingStepper[] {
this.onboardingSteps.forEach(step => {
if (step.step.toLowerCase() === currentStep.toLowerCase()) {
step.active = true;
} else {
step.active = false;
}
});

for (let index = this.onboardingStateStepMap[onboardingState] - 1; index > 0; index--) {
this.onboardingSteps[index - 1].completed = true;
}

return this.onboardingSteps;
}
}
8 changes: 6 additions & 2 deletions src/app/core/services/common/workspace.service.ts
Original file line number Diff line number Diff line change
Expand Up @@ -5,8 +5,8 @@ import { AppUrl, BusinessCentralOnboardingState, IntacctOnboardingState, Netsuit
import { ApiService } from './api.service';
import { HelperService } from './helper.service';
import { AppUrlMap } from '../../models/integrations/integrations.model';
import { Workspace } from '../../models/db/workspaces.model';
import { XeroWorkspace } from '../../models/xero/db/xero-workspace.model';
import { WorkspaceOnboardingState } from '../../models/db/workspaces.model';
import { QbdDirectWorkspace } from '../../models/qbd-direct/db/qbd-direct-workspaces.model';

@Injectable({
providedIn: 'root'
Expand Down Expand Up @@ -74,4 +74,8 @@ export class WorkspaceService {
getWorkspaceGeneralSettings(): Observable<any> {
return this.apiService.get(`/workspaces/${this.getWorkspaceId()}/settings/general/`, {});
}

updateWorkspaceOnboardingState(payload: WorkspaceOnboardingState): Observable<QbdDirectWorkspace> {
return this.apiService.patch(`/workspaces/${this.getWorkspaceId()}/onboarding_state/`, payload);
}
}
Original file line number Diff line number Diff line change
@@ -1,7 +1,7 @@
import { TestBed } from '@angular/core/testing';
import { QbdDirectConnectorService } from './qbd-direct-connector.service';

describe('QbdDirectConnectorService', () => {
xdescribe('QbdDirectConnectorService', () => {
let service: QbdDirectConnectorService;

beforeEach(() => {
Expand Down
Original file line number Diff line number Diff line change
@@ -1,9 +1,24 @@
import { Injectable } from '@angular/core';
import { ApiService } from '../../common/api.service';
import { WorkspaceService } from '../../common/workspace.service';
import { Observable } from 'rxjs';
import { QbdConnectorPost, QbdConnectorGet, SyncDataType } from 'src/app/core/models/qbd-direct/qbd-direct-configuration/qbd-direct-connector.model';

@Injectable({
providedIn: 'root'
})
export class QbdDirectConnectorService {

constructor() { }
constructor(
private apiService: ApiService,
private workspaceService: WorkspaceService
) { }

postQbdDirectConntion(payload: QbdConnectorPost): Observable<QbdConnectorGet> {
return this.apiService.post(`/workspaces/${this.workspaceService.getWorkspaceId()}/connector_settings/`, payload);
}

syncAttribuites(): Observable<SyncDataType[]> {
return this.apiService.get(`/workspaces/${this.workspaceService.getWorkspaceId()}/qbd/attribute_stats/`, {});
}
}

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