Auto Mappings of Employees (#44)

fylein · Feb 16, 2021 · d6614a1 · d6614a1
1 parent 2166074
commit d6614a1
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Showing 6 changed files with 53 additions and 6 deletions.
diff --git a/src/app/core/services/settings.service.ts b/src/app/core/services/settings.service.ts
@@ -95,14 +95,15 @@ export class SettingsService {
   @CacheBuster({
     cacheBusterNotifier: generalSettingsCache
   })
-  postGeneralSettings(workspaceId: number, reimbursableExpensesObject: string, corporateCreditCardExpensesObject: string, importCategories: boolean, importProjects: boolean, fyleToQuickBooks: boolean, quickbooksToFyle: boolean) {
+  postGeneralSettings(workspaceId: number, reimbursableExpensesObject: string, corporateCreditCardExpensesObject: string, importCategories: boolean, importProjects: boolean, fyleToQuickBooks: boolean, quickbooksToFyle: boolean, autoMapEmployees: string = null) {
     return this.apiService.post(`/workspaces/${workspaceId}/settings/general/`, {
       reimbursable_expenses_object: reimbursableExpensesObject,
       corporate_credit_card_expenses_object: corporateCreditCardExpensesObject,
       import_categories: importCategories,
       import_projects: importProjects,
       sync_fyle_to_qbo_payments: fyleToQuickBooks,
-      sync_qbo_to_fyle_payments: quickbooksToFyle
+      sync_qbo_to_fyle_payments: quickbooksToFyle,
+      auto_map_employees: autoMapEmployees
     });
   }
 

diff --git a/...app/qbo/settings/configuration/general-configuration/general-configuration.component.html b/...app/qbo/settings/configuration/general-configuration/general-configuration.component.html
@@ -83,6 +83,29 @@
         </mat-form-field>
       </div>
 
+      <div class="configurations--label">
+        Auto Map Employees from Fyle
+      </div>
+      <div fxLayout="row" fxLayoutAlign="start center">
+        <mat-form-field floatLabel="always" appearance="outline" fxFlex="100">
+          <mat-select placeholder="Choose how to auto map employees between Fyle and NetSuite"
+            formControlName="autoMapEmployees">
+            <mat-option>
+              None
+            </mat-option>
+            <mat-option [value]="'EMAIL'">
+              Match emails on Fyle and Quickbooks online
+            </mat-option>
+            <mat-option [value]="'NAME'">
+              Match names on Fyle and Quickbooks Online
+            </mat-option>
+            <mat-option [value]="'EMPLOYEE_CODE'">
+              Match Fyle Employee Code to Quickbooks Online Name
+            </mat-option>
+          </mat-select>
+        </mat-form-field>
+      </div>
+
       <mat-slide-toggle color="primary" class="schedule" formControlName="importCategories">
         <div class="schedule--toggle-text">Import Quickbooks Online Expense Accounts into Fyle</div>
       </mat-slide-toggle>

diff --git a/src/app/qbo/settings/configuration/general-configuration/general-configuration.component.ts b/src/app/qbo/settings/configuration/general-configuration/general-configuration.component.ts
@@ -94,7 +94,8 @@ export class GeneralConfigurationComponent implements OnInit {
         employees: [that.employeeFieldMapping ? that.employeeFieldMapping.destination_field : ''],
         importCategories: [that.generalSettings.import_categories],
         importProjects: [that.generalSettings.import_projects],
-        paymentsSync: [paymentsSyncOption]
+        paymentsSync: [paymentsSyncOption],
+        autoMapEmployees: [that.generalSettings.auto_map_employees]
       });
 
       if (that.generalSettings.reimbursable_expenses_object) {
@@ -131,7 +132,8 @@ export class GeneralConfigurationComponent implements OnInit {
         cccExpense: [null],
         importCategories: [false],
         importProjects: [false],
-        paymentsSync: [null]
+        paymentsSync: [null],
+        autoMapEmployees: [null]
       });
 
 
@@ -159,6 +161,8 @@ export class GeneralConfigurationComponent implements OnInit {
       const employeeMappingsObject = that.generalSettingsForm.value.employees || (that.employeeFieldMapping && that.employeeFieldMapping.destination_field);
       const importCategories = that.generalSettingsForm.value.importCategories;
       const importProjects = that.generalSettingsForm.value.importProjects;
+      const autoMapEmployees = that.generalSettingsForm.value.autoMapEmployees ? that.generalSettingsForm.value.autoMapEmployees : null;
+
       let fyleToQuickbooks = false;
       let quickbooksToFyle = false;
 
@@ -183,11 +187,18 @@ export class GeneralConfigurationComponent implements OnInit {
       forkJoin(
         [
           that.settingsService.postMappingSettings(that.workspaceId, mappingsSettingsPayload),
-          that.settingsService.postGeneralSettings(that.workspaceId, reimbursableExpensesObject, cccExpensesObject, importCategories, importProjects, fyleToQuickbooks, quickbooksToFyle)
+          that.settingsService.postGeneralSettings(that.workspaceId, reimbursableExpensesObject, cccExpensesObject, importCategories, importProjects, fyleToQuickbooks, quickbooksToFyle, autoMapEmployees)
         ]
       ).subscribe(responses => {
         that.isLoading = true;
         that.snackBar.open('Configuration saved successfully');
+
+        if (autoMapEmployees) {
+          setTimeout(() => {
+            that.snackBar.open('Auto mapping of employees may take up to 10 minutes');
+          }, 1500);
+        }
+
         that.router.navigateByUrl(`workspaces/${that.workspaceId}/dashboard`);
       });
     } else {

diff --git a/src/app/qbo/settings/employee-mappings/employee-mappings.component.html b/src/app/qbo/settings/employee-mappings/employee-mappings.component.html
@@ -25,6 +25,7 @@
         <th mat-header-cell *matHeaderCellDef> Employee Email </th>
         <td mat-cell *matCellDef="let element">
           {{element.fyle_value}}
+          <mat-icon class="auto-map" [inline]="true" matTooltip="Employee auto mapped by integration" matTooltipPosition="after" *ngIf="element.auto_mapped">bolt</mat-icon>
         </td>
       </ng-container>
 

diff --git a/src/app/qbo/settings/employee-mappings/employee-mappings.component.scss b/src/app/qbo/settings/employee-mappings/employee-mappings.component.scss
@@ -0,0 +1,10 @@
+.auto-map {
+  text-align: center;
+  cursor: pointer;
+  padding-left: 5px;
+  padding-bottom: 5px;
+  max-width: 24px;
+  max-height: 24px;
+  font-size: 20px;
+  vertical-align: middle;
+}
diff --git a/src/app/qbo/settings/employee-mappings/employee-mappings.component.ts b/src/app/qbo/settings/employee-mappings/employee-mappings.component.ts
@@ -66,7 +66,8 @@ export class EmployeeMappingsComponent implements OnInit {
       mappings.push({
         fyle_value: employeeEVMapping.source.value,
         qbo_value: employeeEVMapping.destination.value,
-        ccc_account: that.getCCCAccount(that.employeeMappings, employeeEVMapping)
+        ccc_account: that.getCCCAccount(that.employeeMappings, employeeEVMapping),
+        auto_mapped: employeeEVMapping.source.auto_mapped
       });
     });
     that.employeeMappings = mappings;