Merge pull request #52803 from nkdengineer/fix/51487

Add Chat with setup specialist to the accounting page.

Author: techievivek

src/languages/en.ts

@@ -3815,6 +3815,10 @@ const translations = {
             xero: 'Xero',
             netsuite: 'NetSuite',
             intacct: 'Sage Intacct',
+            talkYourOnboardingSpecialist: 'Chat with your setup specialist.',
+            talkYourAccountManager: 'Chat with your account manager.',
+            talkToConcierge: 'Chat with Concierge.',
+            needAnotherAccounting: 'Need another accounting software? ',
             connectionName: ({connectionName}: ConnectionNameParams) => {
                 switch (connectionName) {
                     case CONST.POLICY.CONNECTIONS.NAME.QBO:

src/languages/es.ts

@@ -3823,6 +3823,10 @@ const translations = {
             xero: 'Xero',
             netsuite: 'NetSuite',
             intacct: 'Sage Intacct',
+            talkYourOnboardingSpecialist: 'Chatea con tu especialista asignado.',
+            talkYourAccountManager: 'Chatea con tu gestor de cuenta.',
+            talkToConcierge: 'Chatear con Concierge.',
+            needAnotherAccounting: '¿Necesitas otro software de contabilidad? ',
             connectionName: ({connectionName}: ConnectionNameParams) => {
                 switch (connectionName) {
                     case CONST.POLICY.CONNECTIONS.NAME.QBO:

src/libs/API/parameters/GetAssignedSupportDataParams.ts

@@ -0,0 +1,5 @@
+type GetAssignedSupportDataParams = {
+    policyID: string;
+};
+
+export default GetAssignedSupportDataParams;

src/libs/API/parameters/index.ts

@@ -282,6 +282,7 @@ export type {default as ExportReportCSVParams} from './ExportReportCSVParams';
 export type {default as UpdateExpensifyCardLimitParams} from './UpdateExpensifyCardLimitParams';
 export type {CreateWorkspaceApprovalParams, UpdateWorkspaceApprovalParams, RemoveWorkspaceApprovalParams} from './WorkspaceApprovalParams';
 export type {default as StartIssueNewCardFlowParams} from './StartIssueNewCardFlowParams';
+export type {default as GetAssignedSupportDataParams} from './GetAssignedSupportDataParams';
 export type {default as ConnectAsDelegateParams} from './ConnectAsDelegateParams';
 export type {default as SetPolicyRulesEnabledParams} from './SetPolicyRulesEnabledParams';
 export type {default as SetPolicyDefaultReportTitleParams} from './SetPolicyDefaultReportTitle';

src/libs/API/types.ts

@@ -951,6 +951,7 @@ const READ_COMMANDS = {
     OPEN_DRAFT_DISTANCE_EXPENSE: 'OpenDraftDistanceExpense',
     START_ISSUE_NEW_CARD_FLOW: 'StartIssueNewCardFlow',
     OPEN_CARD_DETAILS_PAGE: 'OpenCardDetailsPage',
+    GET_ASSIGNED_SUPPORT_DATA: 'GetAssignedSupportData',
 } as const;
 
 type ReadCommand = ValueOf<typeof READ_COMMANDS>;
@@ -1013,6 +1014,7 @@ type ReadCommandParameters = {
     [READ_COMMANDS.OPEN_DRAFT_DISTANCE_EXPENSE]: null;
     [READ_COMMANDS.START_ISSUE_NEW_CARD_FLOW]: Parameters.StartIssueNewCardFlowParams;
     [READ_COMMANDS.OPEN_CARD_DETAILS_PAGE]: Parameters.OpenCardDetailsPageParams;
+    [READ_COMMANDS.GET_ASSIGNED_SUPPORT_DATA]: Parameters.GetAssignedSupportDataParams;
 };
 
 const SIDE_EFFECT_REQUEST_COMMANDS = {

src/libs/actions/Policy/Policy.ts

@@ -24,6 +24,7 @@ import type {
     EnablePolicyReportFieldsParams,
     EnablePolicyTaxesParams,
     EnablePolicyWorkflowsParams,
+    GetAssignedSupportDataParams,
     LeavePolicyParams,
     OpenDraftWorkspaceRequestParams,
     OpenPolicyEditCardLimitTypePageParams,
@@ -4602,6 +4603,13 @@ function updateInvoiceCompanyWebsite(policyID: string, companyWebsite: string) {
     API.write(WRITE_COMMANDS.UPDATE_INVOICE_COMPANY_WEBSITE, parameters, {optimisticData, successData, failureData});
 }
 
+function getAssignedSupportData(policyID: string) {
+    const parameters: GetAssignedSupportDataParams = {
+        policyID,
+    };
+    API.read(READ_COMMANDS.GET_ASSIGNED_SUPPORT_DATA, parameters);
+}
+
 export {
     leaveWorkspace,
     addBillingCardAndRequestPolicyOwnerChange,
@@ -4697,6 +4705,7 @@ export {
     verifySetupIntentAndRequestPolicyOwnerChange,
     updateInvoiceCompanyName,
     updateInvoiceCompanyWebsite,
+    getAssignedSupportData,
 };
 
 export type {NewCustomUnit};

src/libs/actions/Report.ts

@@ -4445,6 +4445,9 @@ function exportReportToCSV({reportID, transactionIDList}: ExportReportCSVParams,
 
     fileDownload(ApiUtils.getCommandURL({command: WRITE_COMMANDS.EXPORT_REPORT_TO_CSV}), 'Expensify.csv', '', false, formData, CONST.NETWORK.METHOD.POST, onDownloadFailed);
 }
+function getConciergeReportID() {
+    return conciergeChatReportID;
+}
 
 function setDeleteTransactionNavigateBackUrl(url: string) {
     Onyx.set(ONYXKEYS.NVP_DELETE_TRANSACTION_NAVIGATE_BACK_URL, url);
@@ -4543,6 +4546,7 @@ export {
     updateReportName,
     updateRoomVisibility,
     updateWriteCapability,
+    getConciergeReportID,
     setDeleteTransactionNavigateBackUrl,
     clearDeleteTransactionNavigateBackUrl,
 };

src/pages/workspace/accounting/PolicyAccountingPage.tsx

@@ -7,6 +7,7 @@ import CollapsibleSection from '@components/CollapsibleSection';
 import ConfirmModal from '@components/ConfirmModal';
 import FormHelpMessage from '@components/FormHelpMessage';
 import HeaderWithBackButton from '@components/HeaderWithBackButton';
+import Icon from '@components/Icon';
 import * as Expensicons from '@components/Icon/Expensicons';
 import * as Illustrations from '@components/Icon/Illustrations';
 import MenuItem from '@components/MenuItem';
@@ -28,6 +29,8 @@ import useTheme from '@hooks/useTheme';
 import useThemeStyles from '@hooks/useThemeStyles';
 import useWindowDimensions from '@hooks/useWindowDimensions';
 import {isAuthenticationError, isConnectionInProgress, isConnectionUnverified, removePolicyConnection, syncConnection} from '@libs/actions/connections';
+import {getAssignedSupportData} from '@libs/actions/Policy/Policy';
+import {getConciergeReportID} from '@libs/actions/Report';
 import * as PolicyUtils from '@libs/PolicyUtils';
 import {
     areSettingsInErrorFields,
@@ -75,7 +78,8 @@ function PolicyAccountingPage({policy}: PolicyAccountingPageProps) {
     const [datetimeToRelative, setDateTimeToRelative] = useState('');
     const threeDotsMenuContainerRef = useRef<View>(null);
     const {startIntegrationFlow, popoverAnchorRefs} = useAccountingContext();
-
+    const [account] = useOnyx(ONYXKEYS.ACCOUNT);
+    const {isLargeScreenWidth} = useResponsiveLayout();
     const route = useRoute();
     const params = route.params as RouteParams | undefined;
     const newConnectionName = params?.newConnectionName;
@@ -172,6 +176,13 @@ function PolicyAccountingPage({policy}: PolicyAccountingPageProps) {
         setDateTimeToRelative('');
     }, [getDatetimeToRelative, successfulDate]);
 
+    useEffect(() => {
+        if (!policyID) {
+            return;
+        }
+        getAssignedSupportData(policyID);
+    }, [policyID]);
+
     const integrationSpecificMenuItems = useMemo(() => {
         const sageIntacctEntityList = policy?.connections?.intacct?.data?.entities ?? [];
         const netSuiteSubsidiaryList = policy?.connections?.netsuite?.options?.data?.subsidiaryList ?? [];
@@ -459,6 +470,20 @@ function PolicyAccountingPage({policy}: PolicyAccountingPageProps) {
         popoverAnchorRefs,
     ]);
 
+    const [chatTextLink, chatReportID] = useMemo(() => {
+        // If they have an onboarding specialist assigned display the following and link to the #admins room with the setup specialist.
+        if (account?.adminsRoomReportID) {
+            return [translate('workspace.accounting.talkYourOnboardingSpecialist'), account?.adminsRoomReportID];
+        }
+
+        // If not, if they have an account manager assigned display the following and link to the DM with their account manager.
+        if (account?.accountManagerAccountID) {
+            return [translate('workspace.accounting.talkYourAccountManager'), account?.accountManagerReportID];
+        }
+        // Else, display the following and link to their Concierge DM.
+        return [translate('workspace.accounting.talkToConcierge'), getConciergeReportID()];
+    }, [account, translate]);
+
     return (
         <AccessOrNotFoundWrapper
             accessVariants={[CONST.POLICY.ACCESS_VARIANTS.ADMIN, CONST.POLICY.ACCESS_VARIANTS.PAID]}
@@ -546,6 +571,21 @@ function PolicyAccountingPage({policy}: PolicyAccountingPageProps) {
                                     />
                                 </CollapsibleSection>
                             )}
+                            {!!account?.guideDetails?.email && (
+                                <View style={[styles.flexRow, styles.alignItemsCenter, styles.mt7]}>
+                                    <Icon
+                                        src={Expensicons.QuestionMark}
+                                        width={20}
+                                        height={20}
+                                        fill={theme.icon}
+                                        additionalStyles={styles.mr3}
+                                    />
+                                    <View style={[!isLargeScreenWidth ? styles.flexColumn : styles.flexRow]}>
+                                        <Text style={styles.textSupporting}>{translate('workspace.accounting.needAnotherAccounting')}</Text>
+                                        <TextLink onPress={() => Navigation.navigate(ROUTES.REPORT_WITH_ID.getRoute(chatReportID ?? ''))}>{chatTextLink}</TextLink>
+                                    </View>
+                                </View>
+                            )}
                         </Section>
                     </View>
                 </ScrollView>

src/types/onyx/Account.ts

@@ -101,6 +101,15 @@ type Account = {
     /** The primaryLogin associated with the account */
     primaryLogin?: string;
 
+    /** The Report ID of the admins room */
+    adminsRoomReportID?: string;
+
+    /** The Account ID of the account manager */
+    accountManagerAccountID?: string;
+
+    /** The Report ID of the account manager */
+    accountManagerReportID?: string;
+
     /** The message to be displayed when code requested */
     message?: string;
 
@@ -157,6 +166,14 @@ type Account = {
 
     /** Indicates SMS delivery failure status and associated information */
     smsDeliveryFailureStatus?: SMSDeliveryFailureStatus;
+
+    /** The guide details of the account */
+    guideDetails?: {
+        /** The email of the guide details */
+        email: string;
+        /** The calendar link of the guide details */
+        calendarLink: string;
+    };
 };
 
 export default Account;