feat: memo structure in xero app

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

@@ -214,6 +214,8 @@ export const c1Contents = {
                     cccExpenseBankAccountLabel: 'Which bank account should the bank transactions post to?',
                     cccExpenseStateSubLabel: 'You can choose to only export expenses when they\'ve been labeled approved or closed. '
                 },
+                memoStructureLabel: 'Set the line-item description field in NetSuite',
+                memoStructureSubLabel: 'Choose from a list of available data points that you\'d like to export to the description field in NetSuite. ',
                 stepSubLabel: 'Configure how and when expenses from Expense Management can be exported to Xero.',
                 cccExpenseStateLabel: 'How should expenses be labeled before exporting from Expense Management?'
             },

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

@@ -246,6 +246,10 @@ export const fyleContents = {
                 billPaymentAccountSubLabel: ', the payment entries will be posted to the selected Payment account in ',
                 postEntriesCurrentPeriod: 'Post entries in the current accounting period',
                 contentText: 'In this section, you can customize the integration based on your accounting requirements. ',
+                topLevelMemoStructureLabel: 'Customize the Top-Level Memo Field',
+                topLevelMemoStructureSubLabel: 'Select the datapoints you\'d like to export to QuickBooks Desktop’s top-level memo field when exporting expenses from Fyle.',
+                memoStructureLabel: 'Customize the Line-Item Level Memo Field',
+                memoStructureSubLabel: 'Select the datapoints you\'d like to export to QuickBooks Desktop\’s line-item level memo field when exporting expenses from Fyle.',
                 frequencySubLabel: 'Set a frequency based on how often you want your expenses in Fyle to be exported to Xero.',
                 customPreferencesLabel: 'Other Preferences',
                 customPreferencesSubLabel: 'Based on your preference, you can choose whether you want to create any new records in Xero from ' + brandingConfig.brandName + '. (when there is no employee record found, or when the accounting period is closed)',

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

@@ -12,7 +12,8 @@ export type XeroAdvancedSettingWorkspaceGeneralSetting = {
   sync_xero_to_fyle_payments: boolean,
   auto_create_destination_entity: boolean,
   change_accounting_period: boolean,
-  auto_create_merchant_destination_entity: boolean
+  auto_create_merchant_destination_entity: boolean,
+  memo_structure: string[]
 }
 
 export type XeroAdvancedSettingGeneralMapping = {
@@ -111,6 +112,7 @@ export class XeroAdvancedSettingModel extends HelperUtility{
       exportSchedule: new FormControl(advancedSettings.workspace_schedules?.enabled ? true : false),
       exportScheduleFrequency: new FormControl(advancedSettings.workspace_schedules?.enabled ? advancedSettings.workspace_schedules.interval_hours : 1),
       autoCreateMerchantDestinationEntity: new FormControl(advancedSettings.workspace_general_settings.auto_create_merchant_destination_entity ? advancedSettings.workspace_general_settings.auto_create_merchant_destination_entity : false),
+      memoStructure: new FormControl(advancedSettings.workspace_general_settings.memo_structure),
       search: new FormControl(),
       searchOption: new FormControl(),
       email: new FormControl(advancedSettings?.workspace_schedules?.emails_selected && advancedSettings?.workspace_schedules?.emails_selected?.length > 0 ? AdvancedSettingsModel.filterAdminEmails(advancedSettings?.workspace_schedules?.emails_selected, adminEmails) : []),
@@ -126,7 +128,8 @@ export class XeroAdvancedSettingModel extends HelperUtility{
         sync_xero_to_fyle_payments: advancedSettingsForm.get('paymentSync')?.value && advancedSettingsForm.get('paymentSync')?.value === PaymentSyncDirection.XERO_TO_FYLE ? true : false,
         auto_create_destination_entity: advancedSettingsForm.get('autoCreateVendors')?.value,
         change_accounting_period: advancedSettingsForm.get('changeAccountingPeriod')?.value,
-        auto_create_merchant_destination_entity: advancedSettingsForm.get('autoCreateMerchantDestinationEntity')?.value
+        auto_create_merchant_destination_entity: advancedSettingsForm.get('autoCreateMerchantDestinationEntity')?.value,
+        memo_structure: advancedSettingsForm.get('memoStructure')?.value
       },
       general_mappings: {
         payment_account: advancedSettingsForm.get('billPaymentAccount')?.value ? ExportSettingModel.formatGeneralMappingPayload(advancedSettingsForm.get('billPaymentAccount')?.value) : emptyDestinationAttribute

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

@@ -100,6 +100,32 @@
                     [formControllerName]="'autoCreateMerchantDestinationEntity'">
                 </app-configuration-toggle-field>
             </div>
+            <div class="tw-mb-16-px">
+                <app-configuration-step-sub-header
+                    [label]="'Customization'"
+                    [subLabel]="'In this section, you can customize the data that you\'d like to export from ' + brandingConfig.brandName + ' to Xero. You can choose what data points need to be exported and what shouldn\'t be.'">
+                </app-configuration-step-sub-header>
+            </div>
+            <div class="tw-rounded-12-px tw-border-separator tw-border tw-bg-white tw-mb-16-px">
+                <app-configuration-multi-select
+                    [form]="advancedSettingForm"
+                    [isFieldMandatory]="false"
+                    [mandatoryErrorListName]="'Item level description'"
+                    [label]="'Set the line item-level Description Field in Xero'"
+                    [subLabel]="'You can choose from a list of available data points that you\'d like to export to the description field in Xero.'"
+                    [options]="defaultMemoFields"
+                    [iconPath]="'list'"
+                    [placeholder]="'Set description'"
+                    [formControllerName]="'memoStructure'"
+                    (changeInMultiSelect)="onMultiSelectChange()">
+                </app-configuration-multi-select>
+                <div class="preview-text">
+                    <h4 class="tw-text-form-label-text-color tw-mb-12-px">Preview of the Description Field</h4>
+                    <div class="preview-box">
+                        {{memoPreviewText}}
+                    </div>
+                </div>
+            </div>
         </div>
         <app-configuration-step-footer
             [ctaText] = "!isSaveInProgress ? (isOnboarding ? ConfigurationCtaText.SAVE_AND_CONTINUE : ConfigurationCtaText.SAVE) : ConfigurationCtaText.SAVING"

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

@@ -3,7 +3,7 @@ import { FormGroup } from '@angular/forms';
 import { Router } from '@angular/router';
 import { forkJoin } from 'rxjs';
 import { brandingConfig, brandingContent, brandingFeatureConfig, brandingKbArticles } from 'src/app/branding/branding-config';
-import { ConditionField, ExpenseFilterResponse } from 'src/app/core/models/common/advanced-settings.model';
+import { environment } from 'src/environments/environment';
 import { EmailOption, SelectFormOption } from 'src/app/core/models/common/select-form-option.model';
 import { DestinationAttribute } from 'src/app/core/models/db/destination-attribute.model';
 import { AppName, ConfigurationCta, ToastSeverity, XeroFyleField, XeroOnboardingState } from 'src/app/core/models/enum/enum.model';
@@ -17,6 +17,7 @@ import { WorkspaceService } from 'src/app/core/services/common/workspace.service
 import { OrgService } from 'src/app/core/services/org/org.service';
 import { XeroAdvancedSettingsService } from 'src/app/core/services/xero/xero-configuration/xero-advanced-settings.service';
 import { XeroHelperService } from 'src/app/core/services/xero/xero-core/xero-helper.service';
+import { AdvancedSettingsModel } from 'src/app/core/models/common/advanced-settings.model';
 
 @Component({
   selector: 'app-xero-advanced-settings',
@@ -35,6 +36,10 @@ export class XeroAdvancedSettingsComponent implements OnInit {
 
   advancedSettings: XeroAdvancedSettingGet;
 
+  memoPreviewText: string;
+
+  defaultMemoFields: string[] = ['employee_email', 'merchant', 'purpose', 'category', 'spent_on', 'report_number', 'expense_link'];
+
   workspaceGeneralSettings: XeroWorkspaceGeneralSetting;
 
   billPaymentAccounts: DestinationAttribute[];
@@ -82,6 +87,12 @@ export class XeroAdvancedSettingsComponent implements OnInit {
     this.router.navigate([`/integrations/xero/onboarding/import_settings`]);
   }
 
+  onMultiSelectChange() {
+    const memo = this.advancedSettingForm.controls.memoStructure.value;
+    const changedMemo = AdvancedSettingsModel.formatMemoPreview(memo, this.defaultMemoFields)[1];
+    this.advancedSettingForm.controls.memoStructure.patchValue(changedMemo);
+  }
+
   save(): void {
     const advancedSettingPayload = XeroAdvancedSettingModel.constructPayload(this.advancedSettingForm);
     this.isSaveInProgress = true;
@@ -108,6 +119,44 @@ export class XeroAdvancedSettingsComponent implements OnInit {
     XeroAdvancedSettingModel.setConfigurationSettingValidatorsAndWatchers(this.advancedSettingForm);
   }
 
+  private formatMemoPreview(): void {
+    const time = Date.now();
+    const today = new Date(time);
+
+    const previewValues: { [key: string]: string } = {
+      employee_email: '[email protected]',
+      category: 'Meals and Entertainment',
+      purpose: 'Client Meeting',
+      merchant: 'Pizza Hut',
+      report_number: 'C/2021/12/R/1',
+      spent_on: today.toLocaleDateString(),
+      expense_link: `${environment.fyle_app_url}/app/main/#/enterprise/view_expense/`
+    };
+
+    this.memoPreviewText = '';
+    const memo: string[] = [];
+    this.memoStructure.forEach((field, index) => {
+      if (field in previewValues) {
+        const defaultIndex = this.defaultMemoFields.indexOf(this.memoStructure[index]);
+        memo[defaultIndex] = previewValues[field];
+      }
+    });
+    memo.forEach((field, index) => {
+      this.memoPreviewText += field;
+      if (index + 1 !== memo.length) {
+        this.memoPreviewText = this.memoPreviewText + ' - ';
+      }
+    });
+  }
+
+  private createMemoStructureWatcher(): void {
+    this.memoStructure = this.advancedSettingForm.get('memoStructure')?.value;
+    this.formatMemoPreview();
+    this.advancedSettingForm.controls.memoStructure.valueChanges.subscribe((memoChanges) => {
+      this.memoStructure = memoChanges;
+      this.formatMemoPreview();
+    });
+  }
 
   private setupPage() {
     this.isOnboarding = this.router.url.includes('onboarding');
@@ -122,8 +171,8 @@ export class XeroAdvancedSettingsComponent implements OnInit {
       this.workspaceGeneralSettings = response[2];
       this.adminEmails = this.advancedSettings.workspace_schedules?.additional_email_options ? this.advancedSettings.workspace_schedules?.additional_email_options.concat(response[3]).flat() : response[3];
       this.advancedSettingForm = XeroAdvancedSettingModel.mapAPIResponseToFormGroup(this.advancedSettings, this.adminEmails, this.billPaymentAccounts, this.helperService.shouldAutoEnableAccountingPeriod(this.org.created_at));
-
       this.setupFormWatchers();
+      this.createMemoStructureWatcher();
       this.isLoading = false;
     });
   }