@@ -848,6 +849,8 @@ const IntegrationInfo = memo(({ integrationConf, location, editUrl }) => {
)
case 'QuizMaker':
return
default:
// Actions with no authorization UI of their own (site-local ones like Mail
// or Post Creation, and anything this build has no component for) used to
diff --git a/frontend/src/components/AllIntegrations/NewInteg.jsx b/frontend/src/components/AllIntegrations/NewInteg.jsx
index 99ce833ea..78610e93f 100644
--- a/frontend/src/components/AllIntegrations/NewInteg.jsx
+++ b/frontend/src/components/AllIntegrations/NewInteg.jsx
@@ -236,6 +236,7 @@ const RoxAppointmentBooking = lazy(() =>
import('./RoxAppointmentBooking/RoxAppointmentBooking')
)
const QuizMaker = lazy(() => import('./QuizMaker/QuizMaker'))
+const Xero = lazy(() => import('./Xero/Xero'))
const NewIntegs = memo(({ integUrlName, allIntegURL, flow, setFlow }) => {
switch (integUrlName) {
@@ -2205,6 +2206,15 @@ const NewIntegs = memo(({ integUrlName, allIntegURL, flow, setFlow }) => {
setFlow={setFlow}
/>
)
+ case 'Xero':
+ return (
+
diff --git a/frontend/src/components/AllIntegrations/Xero/EditXero.jsx b/frontend/src/components/AllIntegrations/Xero/EditXero.jsx
new file mode 100644
index 000000000..c26887482
--- /dev/null
+++ b/frontend/src/components/AllIntegrations/Xero/EditXero.jsx
@@ -0,0 +1,81 @@
+import { useState } from 'react'
+import { useNavigate } from 'react-router'
+import { useRecoilState, useRecoilValue } from 'recoil'
+import { $actionConf, $formFields, $newFlow } from '../../../GlobalStates'
+import { __ } from '../../../Utils/i18nwrap'
+import SnackMsg from '../../Utilities/SnackMsg'
+import { saveActionConf } from '../IntegrationHelpers/IntegrationHelpers'
+import IntegrationStepThree from '../IntegrationHelpers/IntegrationStepThree'
+import SetEditIntegComponents from '../IntegrationHelpers/SetEditIntegComponents'
+import { checkMappedFields, handleInput } from './XeroCommonFunc'
+import XeroIntegLayout from './XeroIntegLayout'
+
+function EditXero({ allIntegURL }) {
+ const navigate = useNavigate()
+ const [flow] = useRecoilState($newFlow)
+ const [xeroConf, setXeroConf] = useRecoilState($actionConf)
+ const [isLoading, setIsLoading] = useState(false)
+ const [snack, setSnackbar] = useState({ show: false })
+ const formField = useRecoilValue($formFields)
+
+ const saveConfig = () => {
+ if (!checkMappedFields(xeroConf)) {
+ setSnackbar({
+ show: true,
+ msg: __('Fill in the required options and fields.', 'bit-integrations')
+ })
+
+ return
+ }
+ saveActionConf({
+ allIntegURL,
+ conf: xeroConf,
+ edit: 1,
+ flow,
+ navigate,
+ setIsLoading,
+ setSnackbar
+ })
+ }
+
+ return (
+
+
+
+
+ {__('Integration Name:', 'bit-integrations')}
+ handleInput(e, xeroConf, setXeroConf)}
+ name="name"
+ value={xeroConf.name}
+ type="text"
+ placeholder={__('Integration Name...', 'bit-integrations')}
+ />
+
+
+
+
+
+
+
+
+
+
+ )
+}
+
+export default EditXero
diff --git a/frontend/src/components/AllIntegrations/Xero/Xero.jsx b/frontend/src/components/AllIntegrations/Xero/Xero.jsx
new file mode 100644
index 000000000..70879a427
--- /dev/null
+++ b/frontend/src/components/AllIntegrations/Xero/Xero.jsx
@@ -0,0 +1,99 @@
+import { useState } from 'react'
+import toast from 'react-hot-toast'
+import { useNavigate } from 'react-router'
+import { __ } from '../../../Utils/i18nwrap'
+import SnackMsg from '../../Utilities/SnackMsg'
+import Steps from '../../Utilities/Steps'
+import { saveIntegConfig } from '../IntegrationHelpers/IntegrationHelpers'
+import IntegrationStepThree from '../IntegrationHelpers/IntegrationStepThree'
+import XeroAuthorization from './XeroAuthorization'
+import { checkMappedFields } from './XeroCommonFunc'
+import XeroIntegLayout from './XeroIntegLayout'
+import 'react-multiple-select-dropdown-lite/dist/index.css'
+
+function Xero({ formFields, setFlow, flow, allIntegURL }) {
+ const navigate = useNavigate()
+ const [isLoading, setIsLoading] = useState(false)
+ const [step, setstep] = useState(1)
+ const [snack, setSnackbar] = useState({ show: false })
+
+ const [xeroConf, setXeroConf] = useState({
+ field_map: [],
+ name: 'Xero',
+ type: 'Xero'
+ })
+
+ const saveConfig = () => {
+ setIsLoading(true)
+ const resp = saveIntegConfig(flow, setFlow, allIntegURL, xeroConf, navigate, '', '', setIsLoading)
+ resp.then(res => {
+ if (res.success) {
+ toast.success(res.data?.msg)
+ navigate(allIntegURL)
+ } else {
+ toast.error(res.data || res)
+ }
+ })
+ }
+
+ const nextPage = pageNo => {
+ setTimeout(() => {
+ document.getElementById('btcd-settings-wrp').scrollTop = 0
+ }, 300)
+
+ if (!checkMappedFields(xeroConf)) {
+ toast.error(
+ __('Select an action and fill in the required options and fields.', 'bit-integrations')
+ )
+
+ return
+ }
+ setstep(pageNo)
+ }
+
+ return (
+
+
+
+
+
+
+
+
+
+ {step === 2 && (
+
+ )}
+
+
+
+
+
saveConfig()}
+ isLoading={isLoading}
+ dataConf={xeroConf}
+ setDataConf={setXeroConf}
+ formFields={formFields}
+ />
+
+ )
+}
+
+export default Xero
diff --git a/frontend/src/components/AllIntegrations/Xero/XeroAuthorization.jsx b/frontend/src/components/AllIntegrations/Xero/XeroAuthorization.jsx
new file mode 100644
index 000000000..985bc604e
--- /dev/null
+++ b/frontend/src/components/AllIntegrations/Xero/XeroAuthorization.jsx
@@ -0,0 +1,64 @@
+import { AUTH_TYPES } from '../../../Utils/connectionAuth'
+import { __, sprintf } from '../../../Utils/i18nwrap'
+import tutorialLinks from '../../../Utils/StaticData/tutorialLinks'
+import Authorization from '../../Connections/Authorization'
+
+const developerPortalUrl = 'https://developer.xero.com/app/manage'
+
+const scope = [
+ 'openid',
+ 'profile',
+ 'email',
+ 'offline_access',
+ 'accounting.contacts',
+ 'accounting.settings',
+ 'accounting.attachments',
+ 'accounting.invoices',
+ 'accounting.payments',
+ 'accounting.banktransactions',
+ 'accounting.manualjournals'
+].join(' ')
+
+const note = `
+
${__('Steps to connect Xero:', 'bit-integrations')}
+
+ - ${sprintf(
+ // translators: %s: link to the Xero Developer portal.
+ __('Open the %s.', 'bit-integrations'),
+ `${__('Xero Developer portal', 'bit-integrations')}`
+ )}
+ - ${__('Click New app and select Web app.', 'bit-integrations')}
+ - ${__('Copy the Callback / Redirect URL from this form. Add it to the app as a redirect URI.', 'bit-integrations')}
+ - ${__('Open Configuration. Copy the Client ID and generate a Client Secret. Paste both into this form.', 'bit-integrations')}
+ - ${__('Click Authorize and select one organisation. Make one connection for each organisation.', 'bit-integrations')}
+
+ `
+
+export default function XeroAuthorization({ xeroConf, setXeroConf, step, setstep, isInfo }) {
+ return (
+
+ )
+}
diff --git a/frontend/src/components/AllIntegrations/Xero/XeroCommonFunc.js b/frontend/src/components/AllIntegrations/Xero/XeroCommonFunc.js
new file mode 100644
index 000000000..6e4b44480
--- /dev/null
+++ b/frontend/src/components/AllIntegrations/Xero/XeroCommonFunc.js
@@ -0,0 +1,115 @@
+import { create } from 'mutative'
+import toast from 'react-hot-toast'
+import bitsFetch from '../../../Utils/bitsFetch'
+import { __ } from '../../../Utils/i18nwrap'
+import { fieldsByAction, selectsByAction } from './staticData'
+
+const sources = {
+ accountCodes: 'xero_get_account_codes',
+ bankAccounts: 'xero_get_bank_accounts',
+ brandingThemes: 'xero_get_branding_themes',
+ contacts: 'xero_get_contacts',
+ currencies: 'xero_get_currencies',
+ items: 'xero_get_items',
+ taxRates: 'xero_get_tax_rates'
+}
+
+let pendingFetches = 0
+
+export const handleInput = (e, xeroConf, setXeroConf) => {
+ const { name, value } = e.target
+
+ setXeroConf(
+ create(xeroConf, draftConf => {
+ if (value !== '') {
+ draftConf[name] = value
+ } else {
+ delete draftConf[name]
+ }
+ })
+ )
+}
+
+export const fetchSource = (source, conf, setConf, setIsLoading, silent = false) => {
+ const route = sources[source]
+
+ if (!route || !conf?.connection_id) return
+
+ pendingFetches += 1
+ setIsLoading(true)
+
+ const request = bitsFetch({ connection_id: conf.connection_id }, route)
+ .then(result => {
+ if (result?.success) {
+ setConf(prevConf =>
+ create(prevConf, draftConf => {
+ if (!draftConf.default) {
+ draftConf.default = {}
+ }
+
+ draftConf.default[source] = result.data || []
+ })
+ )
+ return __('Options refreshed.', 'bit-integrations')
+ }
+
+ throw new Error(
+ typeof result?.data === 'string'
+ ? result.data
+ : __('Refresh failed. Try again.', 'bit-integrations')
+ )
+ })
+ .finally(() => {
+ pendingFetches -= 1
+ setIsLoading(pendingFetches > 0)
+ })
+
+ if (silent) {
+ request.catch(error => toast.error(error.message, { id: 'xero-fetch-error' }))
+ return
+ }
+
+ toast.promise(request, {
+ error: error => error.message,
+ loading: __('Loading options...', 'bit-integrations'),
+ success: message => message
+ })
+}
+
+export const fetchActionSources = (conf, setConf, setIsLoading) => {
+ const selectSources = (selectsByAction[conf?.mainAction] || [])
+ .map(select => select.source)
+ .filter(Boolean)
+
+ ;[...new Set(selectSources)].forEach(source => fetchSource(source, conf, setConf, setIsLoading, true))
+}
+
+export const generateMappedField = action => {
+ const actionFields = fieldsByAction[action] || []
+ const requiredFlds = actionFields.filter(fld => fld.required === true)
+
+ if (requiredFlds.length > 0) {
+ return requiredFlds.map(field => ({ formField: '', xeroField: field.key }))
+ }
+
+ return actionFields.length > 0 ? [{ formField: '', xeroField: '' }] : []
+}
+
+export const checkMappedFields = xeroConf => {
+ if (!xeroConf?.mainAction) return false
+
+ const missingSelect = (selectsByAction[xeroConf.mainAction] || []).some(
+ select => select.required && !xeroConf[select.key]?.length
+ )
+
+ if (missingSelect) return false
+
+ const incompleteRows = (xeroConf.field_map || []).filter(
+ mappedField =>
+ !mappedField.formField ||
+ !mappedField.xeroField ||
+ (mappedField.formField === 'custom' && !mappedField.customValue)
+ )
+
+ return incompleteRows.length === 0
+}
diff --git a/frontend/src/components/AllIntegrations/Xero/XeroFieldMap.jsx b/frontend/src/components/AllIntegrations/Xero/XeroFieldMap.jsx
new file mode 100644
index 000000000..5157fbdd0
--- /dev/null
+++ b/frontend/src/components/AllIntegrations/Xero/XeroFieldMap.jsx
@@ -0,0 +1,107 @@
+import { useRecoilValue } from 'recoil'
+import { $appConfigState } from '../../../GlobalStates'
+import { __, sprintf } from '../../../Utils/i18nwrap'
+import { SmartTagField } from '../../../Utils/StaticData/SmartTagField'
+import TagifyInput from '../../Utilities/TagifyInput'
+import {
+ addFieldMap,
+ delFieldMap,
+ handleCustomValue,
+ handleFieldMapping
+} from '../GlobalIntegrationHelper'
+import { fieldsByAction } from './staticData'
+
+export default function XeroFieldMap({ i, formFields, field, xeroConf, setXeroConf }) {
+ const btcbi = useRecoilValue($appConfigState)
+ const { isPro } = btcbi
+
+ const actionFields = fieldsByAction[xeroConf?.mainAction] || []
+ const requiredFlds = actionFields.filter(fld => fld.required === true)
+ const nonRequiredFlds = actionFields.filter(fld => fld.required === false)
+
+ return (
+
+
+
+
+
+ {field.formField === 'custom' && (
+ handleCustomValue(e, i, xeroConf, setXeroConf)}
+ label={__('Custom Value', 'bit-integrations')}
+ className="mr-2"
+ type="text"
+ value={field.customValue}
+ placeholder={__('Custom Value', 'bit-integrations')}
+ formFields={formFields}
+ />
+ )}
+
+
+
+
+ {i >= requiredFlds.length && (
+ <>
+
+
+
+ )}
+
+
+ )
+}
diff --git a/frontend/src/components/AllIntegrations/Xero/XeroIntegLayout.jsx b/frontend/src/components/AllIntegrations/Xero/XeroIntegLayout.jsx
new file mode 100644
index 000000000..a00ec1bd2
--- /dev/null
+++ b/frontend/src/components/AllIntegrations/Xero/XeroIntegLayout.jsx
@@ -0,0 +1,187 @@
+import { useEffect, useMemo } from 'react'
+import { create } from 'mutative'
+import MultiSelect from 'react-multiple-select-dropdown-lite'
+import { useRecoilValue } from 'recoil'
+import { $appConfigState } from '../../../GlobalStates'
+import { __ } from '../../../Utils/i18nwrap'
+import Loader from '../../Loaders/Loader'
+import Note from '../../Utilities/Note'
+import { checkIsPro, getProLabel } from '../../Utilities/ProUtilHelpers'
+import { addFieldMap } from '../GlobalIntegrationHelper'
+import { fetchActionSources, fetchSource, generateMappedField } from './XeroCommonFunc'
+import XeroFieldMap from './XeroFieldMap'
+import { fieldsByAction, modules, notesByAction, selectKeys, selectsByAction } from './staticData'
+import 'react-multiple-select-dropdown-lite/dist/index.css'
+
+export default function XeroIntegLayout({ formFields, xeroConf, setXeroConf, isLoading, setIsLoading }) {
+ const btcbi = useRecoilValue($appConfigState)
+ const { isPro } = btcbi
+
+ const action = xeroConf?.mainAction
+ const selects = selectsByAction[action] || []
+
+ useEffect(() => {
+ if (action && xeroConf?.connection_id) {
+ fetchActionSources(xeroConf, setXeroConf, setIsLoading)
+ }
+ }, [])
+
+ const handleMainAction = value => {
+ const nextConf = create(xeroConf, draftConf => {
+ draftConf.mainAction = value
+ draftConf.field_map = generateMappedField(value)
+ selectKeys.forEach(key => {
+ delete draftConf[key]
+ })
+ })
+
+ setXeroConf(nextConf)
+ fetchActionSources(nextConf, setXeroConf, setIsLoading)
+ }
+
+ const handleSelect = (select, value) => {
+ setXeroConf(prevConf =>
+ create(prevConf, draftConf => {
+ if (value) {
+ draftConf[select.key] = value
+ } else {
+ delete draftConf[select.key]
+ }
+ })
+ )
+ }
+
+ const sourceOptions = useMemo(
+ () =>
+ Object.fromEntries(
+ Object.entries(xeroConf?.default || {}).map(([source, items]) => {
+ const nameCounts = new Map()
+ items.forEach(({ name }) => nameCounts.set(name, (nameCounts.get(name) || 0) + 1))
+
+ return [
+ source,
+ items.map(({ id, name }) => ({
+ label: nameCounts.get(name) > 1 ? `${name} (#${id})` : name,
+ value: String(id)
+ }))
+ ]
+ })
+ ),
+ [xeroConf?.default]
+ )
+
+ const selectOptions = select => select.options || sourceOptions[select.source] || []
+
+ return (
+ <>
+
+
+ {__('Action:', 'bit-integrations')}
+ handleMainAction(value)}
+ options={modules?.map(module => ({
+ disabled: !checkIsPro(isPro, module.is_pro),
+ label: checkIsPro(isPro, module.is_pro) ? module.label : getProLabel(module.label),
+ value: module.name
+ }))}
+ singleSelect
+ closeOnSelect
+ />
+
+
+ {selects.map(select => {
+ const options = selectOptions(select)
+
+ return (
+
0 ? 'loaded' : 'empty'}`}>
+
+
+
+ {select.label}
+ {select.required && ' *'}
+
+ handleSelect(select, value)}
+ singleSelect
+ closeOnSelect
+ />
+ {select.source && (
+
+ )}
+
+
+ )
+ })}
+
+ {isLoading && (
+
+ )}
+
+ {fieldsByAction[action]?.length > 0 && (
+
+
{__('Map Fields', 'bit-integrations')}
+
+
+
+ {__('Form Fields', 'bit-integrations')}
+
+
+ {__('Xero Fields', 'bit-integrations')}
+
+
+
+ {xeroConf?.field_map?.map((itm, i) => (
+
+ ))}
+
+ {fieldsByAction[action].some(actionField => !actionField.required) && (
+
+
+
+ )}
+
+ )}
+
+ {notesByAction[action] && (
+ <>
+
+
+
+ )}
+
+ )
+}
diff --git a/frontend/src/components/AllIntegrations/Xero/staticData.js b/frontend/src/components/AllIntegrations/Xero/staticData.js
new file mode 100644
index 000000000..14dbca7d8
--- /dev/null
+++ b/frontend/src/components/AllIntegrations/Xero/staticData.js
@@ -0,0 +1,1277 @@
+import { __ } from '../../../Utils/i18nwrap'
+
+export const modules = [
+ { name: 'create_contact', label: __('Create Contact', 'bit-integrations'), is_pro: true },
+ { name: 'update_contact', label: __('Update Contact', 'bit-integrations'), is_pro: true },
+ {
+ name: 'create_or_update_contact',
+ label: __('Create or Update Contact', 'bit-integrations'),
+ is_pro: true
+ },
+ { name: 'archive_contact', label: __('Archive Contact', 'bit-integrations'), is_pro: true },
+ { name: 'create_contact_group', label: __('Create Contact Group', 'bit-integrations'), is_pro: true },
+ { name: 'rename_contact_group', label: __('Rename Contact Group', 'bit-integrations'), is_pro: true },
+ { name: 'delete_contact_group', label: __('Delete Contact Group', 'bit-integrations'), is_pro: true },
+ {
+ name: 'add_contacts_to_group',
+ label: __('Add Contacts to Group', 'bit-integrations'),
+ is_pro: true
+ },
+ {
+ name: 'remove_contact_from_group',
+ label: __('Remove Contact from Group', 'bit-integrations'),
+ is_pro: true
+ },
+ {
+ name: 'remove_all_contacts_from_group',
+ label: __('Remove All Contacts from Group', 'bit-integrations'),
+ is_pro: true
+ },
+ { name: 'create_invoice', label: __('Create Invoice', 'bit-integrations'), is_pro: true },
+ { name: 'create_bill', label: __('Create Bill', 'bit-integrations'), is_pro: true },
+ { name: 'update_invoice', label: __('Update Invoice or Bill', 'bit-integrations'), is_pro: true },
+ { name: 'approve_invoice', label: __('Approve Invoice or Bill', 'bit-integrations'), is_pro: true },
+ { name: 'void_invoice', label: __('Void Invoice or Bill', 'bit-integrations'), is_pro: true },
+ {
+ name: 'delete_invoice',
+ label: __('Delete Draft Invoice or Bill', 'bit-integrations'),
+ is_pro: true
+ },
+ { name: 'email_invoice', label: __('Email Invoice', 'bit-integrations'), is_pro: true },
+ { name: 'create_credit_note', label: __('Create Credit Note', 'bit-integrations'), is_pro: true },
+ { name: 'update_credit_note', label: __('Update Credit Note', 'bit-integrations'), is_pro: true },
+ { name: 'approve_credit_note', label: __('Approve Credit Note', 'bit-integrations'), is_pro: true },
+ { name: 'void_credit_note', label: __('Void Credit Note', 'bit-integrations'), is_pro: true },
+ {
+ name: 'delete_credit_note',
+ label: __('Delete Draft Credit Note', 'bit-integrations'),
+ is_pro: true
+ },
+ {
+ name: 'allocate_credit_note',
+ label: __('Allocate Credit Note to Invoice', 'bit-integrations'),
+ is_pro: true
+ },
+ {
+ name: 'delete_credit_note_allocation',
+ label: __('Remove Credit Note Allocation', 'bit-integrations'),
+ is_pro: true
+ },
+ { name: 'create_quote', label: __('Create Quote', 'bit-integrations'), is_pro: true },
+ { name: 'update_quote', label: __('Update Quote', 'bit-integrations'), is_pro: true },
+ { name: 'update_quote_status', label: __('Update Quote Status', 'bit-integrations'), is_pro: true },
+ {
+ name: 'create_purchase_order',
+ label: __('Create Purchase Order', 'bit-integrations'),
+ is_pro: true
+ },
+ {
+ name: 'update_purchase_order',
+ label: __('Update Purchase Order', 'bit-integrations'),
+ is_pro: true
+ },
+ {
+ name: 'update_purchase_order_status',
+ label: __('Update Purchase Order Status', 'bit-integrations'),
+ is_pro: true
+ },
+ {
+ name: 'create_repeating_invoice',
+ label: __('Create Repeating Invoice', 'bit-integrations'),
+ is_pro: true
+ },
+ {
+ name: 'delete_repeating_invoice',
+ label: __('Delete Repeating Invoice', 'bit-integrations'),
+ is_pro: true
+ },
+ { name: 'create_item', label: __('Create Item', 'bit-integrations'), is_pro: true },
+ { name: 'update_item', label: __('Update Item', 'bit-integrations'), is_pro: true },
+ { name: 'delete_item', label: __('Delete Item', 'bit-integrations'), is_pro: true },
+ {
+ name: 'create_linked_transaction',
+ label: __('Create Linked Transaction', 'bit-integrations'),
+ is_pro: true
+ },
+ {
+ name: 'update_linked_transaction',
+ label: __('Update Linked Transaction', 'bit-integrations'),
+ is_pro: true
+ },
+ {
+ name: 'delete_linked_transaction',
+ label: __('Delete Linked Transaction', 'bit-integrations'),
+ is_pro: true
+ },
+ { name: 'create_payment', label: __('Create Payment', 'bit-integrations'), is_pro: true },
+ { name: 'delete_payment', label: __('Delete Payment', 'bit-integrations'), is_pro: true },
+ { name: 'create_batch_payment', label: __('Create Batch Payment', 'bit-integrations'), is_pro: true },
+ { name: 'delete_batch_payment', label: __('Delete Batch Payment', 'bit-integrations'), is_pro: true },
+ {
+ name: 'allocate_overpayment',
+ label: __('Allocate Overpayment to Invoice', 'bit-integrations'),
+ is_pro: true
+ },
+ {
+ name: 'delete_overpayment_allocation',
+ label: __('Remove Overpayment Allocation', 'bit-integrations'),
+ is_pro: true
+ },
+ {
+ name: 'allocate_prepayment',
+ label: __('Allocate Prepayment to Invoice', 'bit-integrations'),
+ is_pro: true
+ },
+ {
+ name: 'delete_prepayment_allocation',
+ label: __('Remove Prepayment Allocation', 'bit-integrations'),
+ is_pro: true
+ },
+ { name: 'create_spend_money', label: __('Create Spend Money', 'bit-integrations'), is_pro: true },
+ { name: 'create_receive_money', label: __('Create Receive Money', 'bit-integrations'), is_pro: true },
+ {
+ name: 'update_bank_transaction',
+ label: __('Update Bank Transaction', 'bit-integrations'),
+ is_pro: true
+ },
+ {
+ name: 'delete_bank_transaction',
+ label: __('Delete Bank Transaction', 'bit-integrations'),
+ is_pro: true
+ },
+ { name: 'create_bank_transfer', label: __('Create Bank Transfer', 'bit-integrations'), is_pro: true },
+ { name: 'delete_bank_transfer', label: __('Delete Bank Transfer', 'bit-integrations'), is_pro: true },
+ {
+ name: 'create_manual_journal',
+ label: __('Create Manual Journal', 'bit-integrations'),
+ is_pro: true
+ },
+ {
+ name: 'update_manual_journal',
+ label: __('Update Manual Journal', 'bit-integrations'),
+ is_pro: true
+ },
+ {
+ name: 'update_manual_journal_status',
+ label: __('Update Manual Journal Status', 'bit-integrations'),
+ is_pro: true
+ },
+ { name: 'create_account', label: __('Create Account', 'bit-integrations'), is_pro: true },
+ { name: 'update_account', label: __('Update Account', 'bit-integrations'), is_pro: true },
+ { name: 'archive_account', label: __('Archive Account', 'bit-integrations'), is_pro: true },
+ { name: 'delete_account', label: __('Delete Account', 'bit-integrations'), is_pro: true },
+ {
+ name: 'create_tracking_category',
+ label: __('Create Tracking Category', 'bit-integrations'),
+ is_pro: true
+ },
+ {
+ name: 'update_tracking_category',
+ label: __('Update Tracking Category', 'bit-integrations'),
+ is_pro: true
+ },
+ {
+ name: 'delete_tracking_category',
+ label: __('Delete Tracking Category', 'bit-integrations'),
+ is_pro: true
+ },
+ {
+ name: 'create_tracking_option',
+ label: __('Create Tracking Option', 'bit-integrations'),
+ is_pro: true
+ },
+ {
+ name: 'update_tracking_option',
+ label: __('Update Tracking Option', 'bit-integrations'),
+ is_pro: true
+ },
+ {
+ name: 'delete_tracking_option',
+ label: __('Delete Tracking Option', 'bit-integrations'),
+ is_pro: true
+ },
+ { name: 'create_tax_rate', label: __('Create Tax Rate', 'bit-integrations'), is_pro: true },
+ { name: 'update_tax_rate', label: __('Update Tax Rate', 'bit-integrations'), is_pro: true },
+ { name: 'add_currency', label: __('Add Currency', 'bit-integrations'), is_pro: true },
+ { name: 'add_note', label: __('Add Note to Record', 'bit-integrations'), is_pro: true },
+ { name: 'upload_attachment', label: __('Upload Attachment', 'bit-integrations'), is_pro: true },
+ { name: 'download_pdf', label: __('Download PDF to Media Library', 'bit-integrations'), is_pro: true }
+]
+
+const field = (key, label, required = false) => ({ key, label, required })
+
+const idField = (key, label) => field(key, label, true)
+
+const select = (key, label, source, required = false) => ({ key, label, required, source })
+
+const enumSelect = (key, label, selectOptions, required = false) => ({
+ key,
+ label,
+ options: selectOptions,
+ required
+})
+
+const yesNoOptions = [
+ { label: __('Yes', 'bit-integrations'), value: 'true' },
+ { label: __('No', 'bit-integrations'), value: 'false' }
+]
+
+const lineAmountTypeOptions = [
+ { label: __('Tax Exclusive', 'bit-integrations'), value: 'Exclusive' },
+ { label: __('Tax Inclusive', 'bit-integrations'), value: 'Inclusive' },
+ { label: __('No Tax', 'bit-integrations'), value: 'NoTax' }
+]
+
+const contactSelect = (required = true) =>
+ select('contact_id', __('Contact', 'bit-integrations'), 'contacts', required)
+
+const bankAccountSelect = (key, label, required = true) => select(key, label, 'bankAccounts', required)
+
+const currencySelect = select('currency_code', __('Currency', 'bit-integrations'), 'currencies')
+
+const brandingThemeSelect = select(
+ 'branding_theme_id',
+ __('Branding Theme', 'bit-integrations'),
+ 'brandingThemes'
+)
+
+const lineAmountTypeSelect = enumSelect(
+ 'line_amount_types',
+ __('Amounts Are', 'bit-integrations'),
+ lineAmountTypeOptions
+)
+
+const lineSelects = [
+ select('line_item_code', __('Line Item', 'bit-integrations'), 'items'),
+ select('line_account_code', __('Line Account', 'bit-integrations'), 'accountCodes'),
+ select('line_tax_type', __('Line Tax Rate', 'bit-integrations'), 'taxRates')
+]
+
+const lineFields = [
+ field('line_description', __('Line Description', 'bit-integrations')),
+ field('line_quantity', __('Line Quantity', 'bit-integrations')),
+ field('line_unit_amount', __('Line Unit Price', 'bit-integrations')),
+ field('line_discount_rate', __('Line Discount (%)', 'bit-integrations')),
+ field('line_amount', __('Line Amount', 'bit-integrations')),
+ field('line_tracking_name', __('Line Tracking Category Name', 'bit-integrations')),
+ field('line_tracking_option', __('Line Tracking Option Name', 'bit-integrations'))
+]
+
+const lineNote = __(
+ 'Select a
Line Item or map a
Line Description. Leave the account and the tax rate empty to use the item details.',
+ 'bit-integrations'
+)
+
+const updateNote = __(
+ 'Only the mapped fields change. Xero keeps the current value of every other field.',
+ 'bit-integrations'
+)
+
+const invoiceIdField = idField('invoice_id', __('Invoice or Bill ID', 'bit-integrations'))
+const creditNoteIdField = idField('credit_note_id', __('Credit Note ID', 'bit-integrations'))
+const quoteIdField = idField('quote_id', __('Quote ID', 'bit-integrations'))
+const purchaseOrderIdField = idField('purchase_order_id', __('Purchase Order ID', 'bit-integrations'))
+const repeatingInvoiceIdField = idField(
+ 'repeating_invoice_id',
+ __('Repeating Invoice ID', 'bit-integrations')
+)
+
+const documentDateField = field('date', __('Date (YYYY-MM-DD)', 'bit-integrations'))
+const documentReferenceField = field('reference', __('Reference', 'bit-integrations'))
+const currencyRateField = field('currency_rate', __('Currency Rate', 'bit-integrations'))
+
+const invoiceStatusOptions = [
+ { label: __('Draft', 'bit-integrations'), value: 'DRAFT' },
+ { label: __('Submitted for Approval', 'bit-integrations'), value: 'SUBMITTED' },
+ { label: __('Approved', 'bit-integrations'), value: 'AUTHORISED' }
+]
+
+const invoiceStatusSelect = enumSelect('status', __('Status', 'bit-integrations'), invoiceStatusOptions)
+
+const sentToContactSelect = enumSelect(
+ 'sent_to_contact',
+ __('Mark as Sent', 'bit-integrations'),
+ yesNoOptions
+)
+
+const documentSelects = contactRequired => [
+ contactSelect(contactRequired),
+ ...lineSelects,
+ lineAmountTypeSelect,
+ currencySelect,
+ brandingThemeSelect
+]
+
+const invoiceFields = [
+ documentDateField,
+ field('due_date', __('Due Date (YYYY-MM-DD)', 'bit-integrations')),
+ field('invoice_number', __('Invoice Number', 'bit-integrations')),
+ documentReferenceField,
+ currencyRateField,
+ field('expected_payment_date', __('Expected Payment Date (YYYY-MM-DD)', 'bit-integrations')),
+ field('url', __('Source URL', 'bit-integrations')),
+ ...lineFields
+]
+
+const billFields = [
+ documentDateField,
+ field('due_date', __('Due Date (YYYY-MM-DD)', 'bit-integrations')),
+ field('invoice_number', __('Bill Reference', 'bit-integrations')),
+ currencyRateField,
+ field('planned_payment_date', __('Planned Payment Date (YYYY-MM-DD)', 'bit-integrations')),
+ field('url', __('Source URL', 'bit-integrations')),
+ ...lineFields
+]
+
+const updateInvoiceFields = [
+ invoiceIdField,
+ documentDateField,
+ field('due_date', __('Due Date (YYYY-MM-DD)', 'bit-integrations')),
+ field('invoice_number', __('Invoice Number or Bill Reference', 'bit-integrations')),
+ documentReferenceField,
+ currencyRateField,
+ field('expected_payment_date', __('Expected Payment Date (YYYY-MM-DD)', 'bit-integrations')),
+ field('planned_payment_date', __('Planned Payment Date (YYYY-MM-DD)', 'bit-integrations')),
+ field('url', __('Source URL', 'bit-integrations')),
+ ...lineFields
+]
+
+const creditNoteTypeSelect = enumSelect(
+ 'credit_note_type',
+ __('Credit Note Type', 'bit-integrations'),
+ [
+ { label: __('Customer Credit Note', 'bit-integrations'), value: 'ACCRECCREDIT' },
+ { label: __('Supplier Credit Note', 'bit-integrations'), value: 'ACCPAYCREDIT' }
+ ],
+ true
+)
+
+const creditNoteFields = [
+ documentDateField,
+ field('credit_note_number', __('Credit Note Number', 'bit-integrations')),
+ documentReferenceField,
+ currencyRateField,
+ ...lineFields
+]
+
+const quoteStatusSelect = enumSelect('status', __('Status', 'bit-integrations'), [
+ { label: __('Draft', 'bit-integrations'), value: 'DRAFT' },
+ { label: __('Sent', 'bit-integrations'), value: 'SENT' }
+])
+
+const quoteStatusChangeSelect = enumSelect(
+ 'status',
+ __('Status', 'bit-integrations'),
+ [
+ { label: __('Draft', 'bit-integrations'), value: 'DRAFT' },
+ { label: __('Sent', 'bit-integrations'), value: 'SENT' },
+ { label: __('Accepted', 'bit-integrations'), value: 'ACCEPTED' },
+ { label: __('Declined', 'bit-integrations'), value: 'DECLINED' },
+ { label: __('Invoiced', 'bit-integrations'), value: 'INVOICED' },
+ { label: __('Deleted', 'bit-integrations'), value: 'DELETED' }
+ ],
+ true
+)
+
+const quoteFields = [
+ field('date', __('Quote Date (YYYY-MM-DD)', 'bit-integrations')),
+ field('expiry_date', __('Expiry Date (YYYY-MM-DD)', 'bit-integrations')),
+ field('quote_number', __('Quote Number', 'bit-integrations')),
+ documentReferenceField,
+ field('title', __('Title', 'bit-integrations')),
+ field('summary', __('Summary', 'bit-integrations')),
+ field('terms', __('Terms', 'bit-integrations')),
+ ...lineFields
+]
+
+const purchaseOrderStatusSelect = enumSelect(
+ 'status',
+ __('Status', 'bit-integrations'),
+ invoiceStatusOptions
+)
+
+const purchaseOrderStatusChangeSelect = enumSelect(
+ 'status',
+ __('Status', 'bit-integrations'),
+ [
+ ...invoiceStatusOptions,
+ { label: __('Billed', 'bit-integrations'), value: 'BILLED' },
+ { label: __('Deleted', 'bit-integrations'), value: 'DELETED' }
+ ],
+ true
+)
+
+const purchaseOrderFields = [
+ field('date', __('Order Date (YYYY-MM-DD)', 'bit-integrations')),
+ field('delivery_date', __('Delivery Date (YYYY-MM-DD)', 'bit-integrations')),
+ field('purchase_order_number', __('Purchase Order Number', 'bit-integrations')),
+ documentReferenceField,
+ field('delivery_address', __('Delivery Address', 'bit-integrations')),
+ field('attention_to', __('Attention To', 'bit-integrations')),
+ field('telephone', __('Telephone', 'bit-integrations')),
+ field('delivery_instructions', __('Delivery Instructions', 'bit-integrations')),
+ ...lineFields
+]
+
+const repeatingInvoiceFields = [
+ field('period', __('Repeat Every (Number)', 'bit-integrations'), true),
+ field('due_date', __('Due Day (Number)', 'bit-integrations'), true),
+ field('start_date', __('Start Date (YYYY-MM-DD)', 'bit-integrations'), true),
+ field('end_date', __('End Date (YYYY-MM-DD)', 'bit-integrations')),
+ documentReferenceField,
+ ...lineFields
+]
+
+const repeatingInvoiceSelects = [
+ enumSelect(
+ 'invoice_type',
+ __('Type', 'bit-integrations'),
+ [
+ { label: __('Invoice', 'bit-integrations'), value: 'ACCREC' },
+ { label: __('Bill', 'bit-integrations'), value: 'ACCPAY' }
+ ],
+ true
+ ),
+ contactSelect(),
+ enumSelect(
+ 'unit',
+ __('Repeat Unit', 'bit-integrations'),
+ [
+ { label: __('Weeks', 'bit-integrations'), value: 'WEEKLY' },
+ { label: __('Months', 'bit-integrations'), value: 'MONTHLY' }
+ ],
+ true
+ ),
+ enumSelect(
+ 'due_date_type',
+ __('Due Date Type', 'bit-integrations'),
+ [
+ { label: __('Days After the Invoice Date', 'bit-integrations'), value: 'DAYSAFTERBILLDATE' },
+ {
+ label: __('Days After the End of the Invoice Month', 'bit-integrations'),
+ value: 'DAYSAFTERINVOICEMONTH'
+ },
+ { label: __('Day of the Current Month', 'bit-integrations'), value: 'OFCURRENTMONTH' },
+ { label: __('Day of the Following Month', 'bit-integrations'), value: 'OFFOLLOWINGMONTH' }
+ ],
+ true
+ ),
+ ...lineSelects,
+ enumSelect('status', __('Status', 'bit-integrations'), [
+ { label: __('Draft', 'bit-integrations'), value: 'DRAFT' },
+ { label: __('Approved', 'bit-integrations'), value: 'AUTHORISED' }
+ ]),
+ lineAmountTypeSelect,
+ currencySelect,
+ brandingThemeSelect,
+ enumSelect('approved_for_sending', __('Approve for Sending', 'bit-integrations'), yesNoOptions),
+ enumSelect('send_copy', __('Send Me a Copy', 'bit-integrations'), yesNoOptions),
+ enumSelect('mark_as_sent', __('Mark as Sent', 'bit-integrations'), yesNoOptions),
+ enumSelect('include_pdf', __('Attach PDF', 'bit-integrations'), yesNoOptions)
+]
+
+const lineUpdateNote = `${updateNote} ${__(
+ 'Select a
Line Item or map a
Line Description to replace all lines with one new line. Leave both empty to keep the current lines.',
+ 'bit-integrations'
+)}`
+
+const invoiceIdNote = __(
+ 'Map the
InvoiceID of the invoice or the bill, for example from a previous Xero action.',
+ 'bit-integrations'
+)
+
+const contactIdField = idField('contact_id', __('Contact ID', 'bit-integrations'))
+
+const contactGroupIdField = idField('contact_group_id', __('Contact Group ID', 'bit-integrations'))
+
+const contactAddressFields = (prefix, title) =>
+ [
+ ['address_line1', __('Address Line 1', 'bit-integrations')],
+ ['address_line2', __('Address Line 2', 'bit-integrations')],
+ ['city', __('City', 'bit-integrations')],
+ ['region', __('Region', 'bit-integrations')],
+ ['postal_code', __('Postal Code', 'bit-integrations')],
+ ['country', __('Country', 'bit-integrations')]
+ ].map(([key, label]) => field(`${prefix}${key}`, `${title} ${label}`))
+
+const contactDetailFields = (nameRequired, emailRequired) => [
+ field('name', __('Name', 'bit-integrations'), nameRequired),
+ field('email', __('Email', 'bit-integrations'), emailRequired),
+ field('first_name', __('First Name', 'bit-integrations')),
+ field('last_name', __('Last Name', 'bit-integrations')),
+ field('phone', __('Phone', 'bit-integrations')),
+ field('mobile', __('Mobile', 'bit-integrations')),
+ field('website', __('Website', 'bit-integrations')),
+ field('contact_number', __('Contact Number', 'bit-integrations')),
+ field('account_number', __('Account Number', 'bit-integrations')),
+ field('company_number', __('Company Registration Number', 'bit-integrations')),
+ field('tax_number', __('Tax Number', 'bit-integrations')),
+ field('bank_account_details', __('Bank Account Details', 'bit-integrations')),
+ ...contactAddressFields('postal_', __('Postal', 'bit-integrations')),
+ ...contactAddressFields('street_', __('Street', 'bit-integrations'))
+]
+
+const contactSelects = [
+ select('currency_code', __('Default Currency', 'bit-integrations'), 'currencies'),
+ select('sales_tax_type', __('Default Sales Tax Rate', 'bit-integrations'), 'taxRates'),
+ select('purchases_tax_type', __('Default Purchases Tax Rate', 'bit-integrations'), 'taxRates')
+]
+
+const itemIdField = idField('item_id', __('Item ID', 'bit-integrations'))
+
+const itemDetailFields = codeRequired => [
+ field('code', __('Item Code', 'bit-integrations'), codeRequired),
+ field('name', __('Item Name', 'bit-integrations')),
+ field('description', __('Sales Description', 'bit-integrations')),
+ field('purchase_description', __('Purchase Description', 'bit-integrations')),
+ field('sales_unit_price', __('Sales Unit Price', 'bit-integrations')),
+ field('purchase_unit_price', __('Purchase Unit Price', 'bit-integrations'))
+]
+
+const itemSelects = [
+ enumSelect('is_sold', __('Sell This Item', 'bit-integrations'), yesNoOptions),
+ select('sales_account_code', __('Sales Account', 'bit-integrations'), 'accountCodes'),
+ select('sales_tax_type', __('Sales Tax Rate', 'bit-integrations'), 'taxRates'),
+ enumSelect('is_purchased', __('Purchase This Item', 'bit-integrations'), yesNoOptions),
+ select('purchase_account_code', __('Purchase Account', 'bit-integrations'), 'accountCodes'),
+ select('purchase_tax_type', __('Purchase Tax Rate', 'bit-integrations'), 'taxRates'),
+ select('cogs_account_code', __('Cost of Goods Sold Account', 'bit-integrations'), 'accountCodes'),
+ select(
+ 'inventory_asset_account_code',
+ __('Inventory Asset Account', 'bit-integrations'),
+ 'accountCodes'
+ )
+]
+
+const linkedTransactionIdField = idField(
+ 'linked_transaction_id',
+ __('Linked Transaction ID', 'bit-integrations')
+)
+
+const linkedTransactionFields = sourceRequired => [
+ field('source_transaction_id', __('Source Bill ID', 'bit-integrations'), sourceRequired),
+ field('source_line_item_id', __('Source Line Item ID', 'bit-integrations'), sourceRequired),
+ field('target_transaction_id', __('Target Invoice ID', 'bit-integrations')),
+ field('target_line_item_id', __('Target Line Item ID', 'bit-integrations'))
+]
+
+const linkedTransactionNote = __(
+ 'A
Target Invoice ID needs a
Target Line Item ID. Get the line item IDs from the bill and the invoice in Xero.',
+ 'bit-integrations'
+)
+
+const paymentTargetOptions = [
+ { label: __('Invoice or Bill', 'bit-integrations'), value: 'invoice' },
+ { label: __('Credit Note', 'bit-integrations'), value: 'credit_note' },
+ { label: __('Prepayment', 'bit-integrations'), value: 'prepayment' },
+ { label: __('Overpayment', 'bit-integrations'), value: 'overpayment' }
+]
+
+const paymentDateField = field('date', __('Date (YYYY-MM-DD)', 'bit-integrations'))
+
+const paymentAmountField = field('amount', __('Amount', 'bit-integrations'), true)
+
+const paymentAllocationFields = (recordKey, recordLabel) => [
+ idField(recordKey, recordLabel),
+ idField('invoice_id', __('Invoice or Bill ID', 'bit-integrations')),
+ paymentAmountField,
+ paymentDateField
+]
+
+const paymentRemoveAllocationFields = (recordKey, recordLabel) => [
+ idField(recordKey, recordLabel),
+ idField('allocation_id', __('Allocation ID', 'bit-integrations'))
+]
+
+const paymentAllocationNote = __(
+ 'Leave the
Date empty to use today. The invoice or bill must have the same contact.',
+ 'bit-integrations'
+)
+
+const paymentRemoveAllocationNote = __(
+ 'Xero shows the
Allocation ID in the Allocations list of the record.',
+ 'bit-integrations'
+)
+
+const spendMoneyTypeOptions = [
+ { label: __('Spend Money', 'bit-integrations'), value: 'SPEND' },
+ { label: __('Prepayment', 'bit-integrations'), value: 'SPEND-PREPAYMENT' },
+ { label: __('Overpayment', 'bit-integrations'), value: 'SPEND-OVERPAYMENT' }
+]
+
+const receiveMoneyTypeOptions = [
+ { label: __('Receive Money', 'bit-integrations'), value: 'RECEIVE' },
+ { label: __('Prepayment', 'bit-integrations'), value: 'RECEIVE-PREPAYMENT' },
+ { label: __('Overpayment', 'bit-integrations'), value: 'RECEIVE-OVERPAYMENT' }
+]
+
+const manualJournalCreateStatusOptions = [
+ { label: __('Draft', 'bit-integrations'), value: 'DRAFT' },
+ { label: __('Posted', 'bit-integrations'), value: 'POSTED' }
+]
+
+const manualJournalStatusOptions = [
+ { label: __('Draft', 'bit-integrations'), value: 'DRAFT' },
+ { label: __('Posted', 'bit-integrations'), value: 'POSTED' },
+ { label: __('Deleted', 'bit-integrations'), value: 'DELETED' },
+ { label: __('Voided', 'bit-integrations'), value: 'VOIDED' }
+]
+
+const accountTypeOptions = [
+ { label: __('Bank', 'bit-integrations'), value: 'BANK' },
+ { label: __('Current Asset', 'bit-integrations'), value: 'CURRENT' },
+ { label: __('Current Liability', 'bit-integrations'), value: 'CURRLIAB' },
+ { label: __('Depreciation', 'bit-integrations'), value: 'DEPRECIATN' },
+ { label: __('Direct Costs', 'bit-integrations'), value: 'DIRECTCOSTS' },
+ { label: __('Equity', 'bit-integrations'), value: 'EQUITY' },
+ { label: __('Expense', 'bit-integrations'), value: 'EXPENSE' },
+ { label: __('Fixed Asset', 'bit-integrations'), value: 'FIXED' },
+ { label: __('Inventory', 'bit-integrations'), value: 'INVENTORY' },
+ { label: __('Liability', 'bit-integrations'), value: 'LIABILITY' },
+ { label: __('Non-current Asset', 'bit-integrations'), value: 'NONCURRENT' },
+ { label: __('Other Income', 'bit-integrations'), value: 'OTHERINCOME' },
+ { label: __('Overhead', 'bit-integrations'), value: 'OVERHEADS' },
+ { label: __('Prepayment', 'bit-integrations'), value: 'PREPAYMENT' },
+ { label: __('Revenue', 'bit-integrations'), value: 'REVENUE' },
+ { label: __('Sales', 'bit-integrations'), value: 'SALES' },
+ { label: __('Non-current Liability', 'bit-integrations'), value: 'TERMLIAB' }
+]
+
+const bankAccountTypeOptions = [
+ { label: __('Bank', 'bit-integrations'), value: 'BANK' },
+ { label: __('Credit Card', 'bit-integrations'), value: 'CREDITCARD' },
+ { label: __('PayPal', 'bit-integrations'), value: 'PAYPAL' }
+]
+
+const trackingStatusOptions = [
+ { label: __('Active', 'bit-integrations'), value: 'ACTIVE' },
+ { label: __('Archived', 'bit-integrations'), value: 'ARCHIVED' }
+]
+
+const taxRateStatusOptions = [
+ { label: __('Active', 'bit-integrations'), value: 'ACTIVE' },
+ { label: __('Archived', 'bit-integrations'), value: 'ARCHIVED' },
+ { label: __('Deleted', 'bit-integrations'), value: 'DELETED' }
+]
+
+const reportTaxTypeOptions = [
+ 'AVALARA',
+ 'BASEXCLUDED',
+ 'CAPITALSALESOUTPUT',
+ 'CAPITALEXPENSESINPUT',
+ 'ECOUTPUT',
+ 'ECOUTPUTSERVICES',
+ 'ECINPUT',
+ 'ECACQUISITIONS',
+ 'EXEMPTEXPENSES',
+ 'EXEMPTINPUT',
+ 'EXEMPTOUTPUT',
+ 'GSTONIMPORTS',
+ 'INPUT',
+ 'INPUTTAXED',
+ 'MOSSSALES',
+ 'NONE',
+ 'NONEOUTPUT',
+ 'OUTPUT',
+ 'PURCHASESINPUT',
+ 'SALESOUTPUT',
+ 'EXEMPTCAPITAL',
+ 'EXEMPTEXPORT',
+ 'CAPITALEXINPUT',
+ 'GSTONCAPIMPORTS',
+ 'GSTONCAPITALIMPORTS',
+ 'REVERSECHARGES',
+ 'PAYMENTS',
+ 'INVOICE',
+ 'CASH',
+ 'ACCRUAL',
+ 'FLATRATECASH',
+ 'FLATRATEACCRUAL',
+ 'ACCRUALS',
+ 'TXCA',
+ 'SRCAS',
+ 'DSOUTPUT',
+ 'BLINPUT2',
+ 'EPINPUT',
+ 'IMINPUT2',
+ 'MEINPUT',
+ 'IGDSINPUT2',
+ 'ESN33OUTPUT',
+ 'OPINPUT',
+ 'OSOUTPUT',
+ 'TXN33INPUT',
+ 'TXESSINPUT',
+ 'TXREINPUT',
+ 'TXPETINPUT',
+ 'NRINPUT',
+ 'ES33OUTPUT',
+ 'ZERORATEDINPUT',
+ 'ZERORATEDOUTPUT',
+ 'DRCHARGESUPPLY',
+ 'DRCHARGE',
+ 'CAPINPUT',
+ 'CAPIMPORTS',
+ 'IMINPUT',
+ 'INPUT2',
+ 'CIUINPUT',
+ 'SRINPUT',
+ 'OUTPUT2',
+ 'SROUTPUT',
+ 'CAPOUTPUT',
+ 'SROUTPUT2',
+ 'CIUOUTPUT',
+ 'ZROUTPUT',
+ 'ZREXPORT',
+ 'ACC28PLUS',
+ 'ACCUPTO28',
+ 'OTHEROUTPUT',
+ 'SHOUTPUT',
+ 'ZRINPUT',
+ 'BADDEBT',
+ 'OTHERINPUT',
+ 'BADDEBTRELIEF',
+ 'IGDSINPUT3',
+ 'SROVR',
+ 'TOURISTREFUND',
+ 'TXRCN33',
+ 'TXRCRE',
+ 'TXRCESS',
+ 'TXRCTS',
+ 'CAPEXINPUT',
+ 'UNDEFINED',
+ 'CAPEXOUTPUT',
+ 'ZEROEXPOUTPUT',
+ 'GOODSIMPORT',
+ 'NONEINPUT',
+ 'NOTREPORTED',
+ 'SROVRRS',
+ 'SROVRLVG',
+ 'SRLVG',
+ 'IM',
+ 'IMESS',
+ 'IMN33',
+ 'IMRE',
+ 'BADDEBTRECOVERY',
+ 'USSALESTAX',
+ 'BLINPUT3'
+].map(code => ({
+ label: code,
+ value: code
+}))
+
+const historyRecordTypeOptions = [
+ { label: __('Bank Transaction', 'bit-integrations'), value: 'BankTransactions' },
+ { label: __('Bank Transfer', 'bit-integrations'), value: 'BankTransfers' },
+ { label: __('Batch Payment', 'bit-integrations'), value: 'BatchPayments' },
+ { label: __('Contact', 'bit-integrations'), value: 'Contacts' },
+ { label: __('Credit Note', 'bit-integrations'), value: 'CreditNotes' },
+ { label: __('Invoice or Bill', 'bit-integrations'), value: 'Invoices' },
+ { label: __('Item', 'bit-integrations'), value: 'Items' },
+ { label: __('Manual Journal', 'bit-integrations'), value: 'ManualJournals' },
+ { label: __('Overpayment', 'bit-integrations'), value: 'Overpayments' },
+ { label: __('Payment', 'bit-integrations'), value: 'Payments' },
+ { label: __('Prepayment', 'bit-integrations'), value: 'Prepayments' },
+ { label: __('Purchase Order', 'bit-integrations'), value: 'PurchaseOrders' },
+ { label: __('Quote', 'bit-integrations'), value: 'Quotes' },
+ { label: __('Repeating Invoice', 'bit-integrations'), value: 'RepeatingInvoices' }
+]
+
+const attachmentRecordTypeOptions = [
+ { label: __('Account', 'bit-integrations'), value: 'Accounts' },
+ { label: __('Bank Transaction', 'bit-integrations'), value: 'BankTransactions' },
+ { label: __('Bank Transfer', 'bit-integrations'), value: 'BankTransfers' },
+ { label: __('Contact', 'bit-integrations'), value: 'Contacts' },
+ { label: __('Credit Note', 'bit-integrations'), value: 'CreditNotes' },
+ { label: __('Invoice or Bill', 'bit-integrations'), value: 'Invoices' },
+ { label: __('Manual Journal', 'bit-integrations'), value: 'ManualJournals' },
+ { label: __('Purchase Order', 'bit-integrations'), value: 'PurchaseOrders' },
+ { label: __('Quote', 'bit-integrations'), value: 'Quotes' },
+ { label: __('Repeating Invoice', 'bit-integrations'), value: 'RepeatingInvoices' }
+]
+
+const pdfRecordTypeOptions = [
+ { label: __('Invoice or Bill', 'bit-integrations'), value: 'Invoices' },
+ { label: __('Credit Note', 'bit-integrations'), value: 'CreditNotes' },
+ { label: __('Quote', 'bit-integrations'), value: 'Quotes' },
+ { label: __('Purchase Order', 'bit-integrations'), value: 'PurchaseOrders' }
+]
+
+const bankTransactionIdField = idField(
+ 'bank_transaction_id',
+ __('Bank Transaction ID', 'bit-integrations')
+)
+const bankTransferIdField = idField('bank_transfer_id', __('Bank Transfer ID', 'bit-integrations'))
+const manualJournalIdField = idField('manual_journal_id', __('Manual Journal ID', 'bit-integrations'))
+const accountIdField = idField('account_id', __('Account ID', 'bit-integrations'))
+const trackingCategoryIdField = idField(
+ 'tracking_category_id',
+ __('Tracking Category ID', 'bit-integrations')
+)
+const trackingOptionIdField = idField('tracking_option_id', __('Tracking Option ID', 'bit-integrations'))
+const recordIdField = idField('record_id', __('Record ID', 'bit-integrations'))
+const yesNoSelect = (key, label) => enumSelect(key, label, yesNoOptions)
+
+const bankTransactionFields = [
+ ...lineFields,
+ field('date', __('Date (YYYY-MM-DD)', 'bit-integrations')),
+ field('reference', __('Reference', 'bit-integrations')),
+ field('currency_rate', __('Currency Rate', 'bit-integrations')),
+ field('url', __('Source URL', 'bit-integrations'))
+]
+
+const bankTransactionSelects = (typeOptions, required) => [
+ ...(typeOptions
+ ? [enumSelect('transaction_type', __('Transaction Type', 'bit-integrations'), typeOptions)]
+ : []),
+ contactSelect(required),
+ bankAccountSelect('bank_account_id', __('Bank Account', 'bit-integrations'), required),
+ ...lineSelects,
+ lineAmountTypeSelect,
+ currencySelect,
+ yesNoSelect('is_reconciled', __('Mark as Reconciled', 'bit-integrations'))
+]
+
+const manualJournalFields = required => [
+ field('narration', __('Narration', 'bit-integrations'), required),
+ field('debit_amount', __('Debit Amount', 'bit-integrations'), required),
+ field('credit_amount', __('Credit Amount', 'bit-integrations')),
+ field('line_description', __('Line Description', 'bit-integrations')),
+ field('date', __('Date (YYYY-MM-DD)', 'bit-integrations')),
+ field('url', __('Source URL', 'bit-integrations'))
+]
+
+const manualJournalSelects = required => [
+ select('debit_account_code', __('Debit Account', 'bit-integrations'), 'accountCodes', required),
+ select('credit_account_code', __('Credit Account', 'bit-integrations'), 'accountCodes', required),
+ select('line_tax_type', __('Tax Rate', 'bit-integrations'), 'taxRates'),
+ enumSelect('status', __('Status', 'bit-integrations'), manualJournalCreateStatusOptions),
+ lineAmountTypeSelect,
+ yesNoSelect('show_on_cash_basis_reports', __('Show on Cash Basis Reports', 'bit-integrations'))
+]
+
+const accountFields = [
+ field('code', __('Account Code', 'bit-integrations')),
+ field('description', __('Description', 'bit-integrations')),
+ field('bank_account_number', __('Bank Account Number', 'bit-integrations'))
+]
+
+const accountSelects = required => [
+ enumSelect('account_type', __('Account Type', 'bit-integrations'), accountTypeOptions, required),
+ select('tax_type', __('Tax Rate', 'bit-integrations'), 'taxRates'),
+ enumSelect('bank_account_type', __('Bank Account Type', 'bit-integrations'), bankAccountTypeOptions),
+ currencySelect,
+ yesNoSelect('enable_payments', __('Enable Payments to This Account', 'bit-integrations')),
+ yesNoSelect('show_in_expense_claims', __('Show in Expense Claims', 'bit-integrations')),
+ yesNoSelect('add_to_watchlist', __('Show on the Dashboard Watchlist', 'bit-integrations'))
+]
+
+const taxComponentSelects = [
+ enumSelect('report_tax_type', __('Report Tax Type', 'bit-integrations'), reportTaxTypeOptions),
+ yesNoSelect('is_compound', __('Compound', 'bit-integrations')),
+ yesNoSelect('is_non_recoverable', __('Non-recoverable', 'bit-integrations'))
+]
+
+const manualJournalNote = __(
+ 'Xero posts the debit amount to the debit account and the same amount as a credit to the credit account. Leave the credit amount empty to use the debit amount.',
+ 'bit-integrations'
+)
+
+const updateLinesNote = __(
+ 'Map a line field to replace all lines with one new line. Leave the line fields empty to keep the current lines.',
+ 'bit-integrations'
+)
+
+const idNote = __(
+ 'Map the ID from a previous Xero action or a form field. Xero shows most IDs in the record URL.',
+ 'bit-integrations'
+)
+
+export const fieldsByAction = {
+ create_invoice: invoiceFields,
+ create_bill: billFields,
+ update_invoice: updateInvoiceFields,
+ approve_invoice: [invoiceIdField],
+ void_invoice: [invoiceIdField],
+ delete_invoice: [invoiceIdField],
+ email_invoice: [idField('invoice_id', __('Invoice ID', 'bit-integrations'))],
+ create_credit_note: creditNoteFields,
+ update_credit_note: [creditNoteIdField, ...creditNoteFields],
+ approve_credit_note: [creditNoteIdField],
+ void_credit_note: [creditNoteIdField],
+ delete_credit_note: [creditNoteIdField],
+ allocate_credit_note: [
+ creditNoteIdField,
+ idField('invoice_id', __('Invoice ID', 'bit-integrations')),
+ field('amount', __('Amount', 'bit-integrations'), true),
+ field('date', __('Allocation Date (YYYY-MM-DD)', 'bit-integrations'))
+ ],
+ delete_credit_note_allocation: [
+ creditNoteIdField,
+ idField('allocation_id', __('Allocation ID', 'bit-integrations'))
+ ],
+ create_quote: quoteFields,
+ update_quote: [quoteIdField, ...quoteFields],
+ update_quote_status: [quoteIdField],
+ create_purchase_order: purchaseOrderFields,
+ update_purchase_order: [purchaseOrderIdField, ...purchaseOrderFields],
+ update_purchase_order_status: [purchaseOrderIdField],
+ create_repeating_invoice: repeatingInvoiceFields,
+ delete_repeating_invoice: [repeatingInvoiceIdField],
+ create_contact: contactDetailFields(true, false),
+ update_contact: [contactIdField, ...contactDetailFields(false, false)],
+ create_or_update_contact: contactDetailFields(false, true),
+ archive_contact: [contactIdField],
+ create_contact_group: [field('name', __('Group Name', 'bit-integrations'), true)],
+ rename_contact_group: [
+ contactGroupIdField,
+ field('name', __('New Group Name', 'bit-integrations'), true)
+ ],
+ delete_contact_group: [contactGroupIdField],
+ add_contacts_to_group: [
+ contactGroupIdField,
+ field('contact_ids', __('Contact IDs (Comma Separated)', 'bit-integrations'))
+ ],
+ remove_contact_from_group: [contactGroupIdField, contactIdField],
+ remove_all_contacts_from_group: [contactGroupIdField],
+ create_item: itemDetailFields(true),
+ update_item: [itemIdField, ...itemDetailFields(false)],
+ delete_item: [itemIdField],
+ create_linked_transaction: linkedTransactionFields(true),
+ update_linked_transaction: [linkedTransactionIdField, ...linkedTransactionFields(false)],
+ delete_linked_transaction: [linkedTransactionIdField],
+ create_payment: [
+ idField(
+ 'target_id',
+ __('Invoice, Bill, Credit Note, Prepayment or Overpayment ID', 'bit-integrations')
+ ),
+ paymentAmountField,
+ paymentDateField,
+ field('reference', __('Reference', 'bit-integrations')),
+ field('bank_amount', __('Bank Amount', 'bit-integrations')),
+ field('currency_rate', __('Currency Rate', 'bit-integrations'))
+ ],
+ delete_payment: [idField('payment_id', __('Payment ID', 'bit-integrations'))],
+ create_batch_payment: [
+ idField('invoice_id', __('Invoice or Bill ID', 'bit-integrations')),
+ paymentAmountField,
+ paymentDateField,
+ field('reference', __('Reference', 'bit-integrations'), true),
+ field('payment_details', __('Payment Details', 'bit-integrations')),
+ field('particulars', __('Particulars', 'bit-integrations')),
+ field('code', __('Code', 'bit-integrations')),
+ field('details', __('Batch Details', 'bit-integrations')),
+ field('narrative', __('Narrative', 'bit-integrations'))
+ ],
+ delete_batch_payment: [idField('batch_payment_id', __('Batch Payment ID', 'bit-integrations'))],
+ allocate_overpayment: paymentAllocationFields(
+ 'overpayment_id',
+ __('Overpayment ID', 'bit-integrations')
+ ),
+ delete_overpayment_allocation: paymentRemoveAllocationFields(
+ 'overpayment_id',
+ __('Overpayment ID', 'bit-integrations')
+ ),
+ allocate_prepayment: paymentAllocationFields('prepayment_id', __('Prepayment ID', 'bit-integrations')),
+ delete_prepayment_allocation: paymentRemoveAllocationFields(
+ 'prepayment_id',
+ __('Prepayment ID', 'bit-integrations')
+ ),
+ create_spend_money: bankTransactionFields,
+ create_receive_money: bankTransactionFields,
+ update_bank_transaction: [bankTransactionIdField, ...bankTransactionFields],
+ delete_bank_transaction: [bankTransactionIdField],
+ create_bank_transfer: [
+ field('amount', __('Amount', 'bit-integrations'), true),
+ field('date', __('Transfer Date (YYYY-MM-DD)', 'bit-integrations')),
+ field('reference', __('Reference', 'bit-integrations'))
+ ],
+ delete_bank_transfer: [bankTransferIdField],
+ create_manual_journal: manualJournalFields(true),
+ update_manual_journal: [manualJournalIdField, ...manualJournalFields(false)],
+ update_manual_journal_status: [manualJournalIdField],
+ create_account: [field('name', __('Account Name', 'bit-integrations'), true), ...accountFields],
+ update_account: [
+ accountIdField,
+ field('name', __('Account Name', 'bit-integrations')),
+ ...accountFields
+ ],
+ archive_account: [accountIdField],
+ delete_account: [accountIdField],
+ create_tracking_category: [field('name', __('Name', 'bit-integrations'), true)],
+ update_tracking_category: [trackingCategoryIdField, field('name', __('New Name', 'bit-integrations'))],
+ delete_tracking_category: [trackingCategoryIdField],
+ create_tracking_option: [trackingCategoryIdField, field('name', __('Name', 'bit-integrations'), true)],
+ update_tracking_option: [
+ trackingCategoryIdField,
+ trackingOptionIdField,
+ field('name', __('New Name', 'bit-integrations'))
+ ],
+ delete_tracking_option: [trackingCategoryIdField, trackingOptionIdField],
+ create_tax_rate: [
+ field('name', __('Name', 'bit-integrations'), true),
+ field('component_name', __('Component Name', 'bit-integrations'), true),
+ field('component_rate', __('Component Rate (%)', 'bit-integrations'), true)
+ ],
+ update_tax_rate: [
+ idField('tax_type', __('Tax Type Code', 'bit-integrations')),
+ field('name', __('New Name', 'bit-integrations')),
+ field('component_name', __('Component Name', 'bit-integrations')),
+ field('component_rate', __('Component Rate (%)', 'bit-integrations'))
+ ],
+ add_currency: [field('currency_code', __('Currency Code', 'bit-integrations'), true)],
+ add_note: [recordIdField, field('note', __('Note', 'bit-integrations'), true)],
+ upload_attachment: [
+ recordIdField,
+ field('file', __('File', 'bit-integrations'), true),
+ field('file_name', __('File Name', 'bit-integrations'))
+ ],
+ download_pdf: [recordIdField, field('file_name', __('File Name', 'bit-integrations'))]
+}
+
+export const selectsByAction = {
+ create_invoice: [...documentSelects(true), invoiceStatusSelect, sentToContactSelect],
+ create_bill: [...documentSelects(true), invoiceStatusSelect],
+ update_invoice: [...documentSelects(false), invoiceStatusSelect, sentToContactSelect],
+ approve_invoice: [],
+ void_invoice: [],
+ delete_invoice: [],
+ email_invoice: [],
+ create_credit_note: [
+ creditNoteTypeSelect,
+ ...documentSelects(true),
+ invoiceStatusSelect,
+ sentToContactSelect
+ ],
+ update_credit_note: [...documentSelects(false), invoiceStatusSelect, sentToContactSelect],
+ approve_credit_note: [],
+ void_credit_note: [],
+ delete_credit_note: [],
+ allocate_credit_note: [],
+ delete_credit_note_allocation: [],
+ create_quote: [...documentSelects(true), quoteStatusSelect],
+ update_quote: [...documentSelects(false), quoteStatusSelect],
+ update_quote_status: [quoteStatusChangeSelect],
+ create_purchase_order: [...documentSelects(true), purchaseOrderStatusSelect],
+ update_purchase_order: [...documentSelects(false), purchaseOrderStatusSelect],
+ update_purchase_order_status: [purchaseOrderStatusChangeSelect],
+ create_repeating_invoice: repeatingInvoiceSelects,
+ delete_repeating_invoice: [],
+ create_contact: contactSelects,
+ update_contact: contactSelects,
+ create_or_update_contact: contactSelects,
+ archive_contact: [],
+ create_contact_group: [],
+ rename_contact_group: [],
+ delete_contact_group: [],
+ add_contacts_to_group: [contactSelect(false)],
+ remove_contact_from_group: [],
+ remove_all_contacts_from_group: [],
+ create_item: itemSelects,
+ update_item: itemSelects,
+ delete_item: [],
+ create_linked_transaction: [contactSelect(false)],
+ update_linked_transaction: [contactSelect(false)],
+ delete_linked_transaction: [],
+ create_payment: [
+ enumSelect('target_type', __('Pay For', 'bit-integrations'), paymentTargetOptions, true),
+ bankAccountSelect('bank_account_id', __('Bank Account', 'bit-integrations')),
+ enumSelect('is_reconciled', __('Mark as Reconciled', 'bit-integrations'), yesNoOptions)
+ ],
+ delete_payment: [],
+ create_batch_payment: [bankAccountSelect('bank_account_id', __('Bank Account', 'bit-integrations'))],
+ delete_batch_payment: [],
+ allocate_overpayment: [],
+ delete_overpayment_allocation: [],
+ allocate_prepayment: [],
+ delete_prepayment_allocation: [],
+ create_spend_money: bankTransactionSelects(spendMoneyTypeOptions, true),
+ create_receive_money: bankTransactionSelects(receiveMoneyTypeOptions, true),
+ update_bank_transaction: bankTransactionSelects(null, false),
+ delete_bank_transaction: [],
+ create_bank_transfer: [
+ bankAccountSelect('from_bank_account_id', __('From Bank Account', 'bit-integrations')),
+ bankAccountSelect('to_bank_account_id', __('To Bank Account', 'bit-integrations')),
+ yesNoSelect('from_is_reconciled', __('Mark the Sending Side as Reconciled', 'bit-integrations')),
+ yesNoSelect('to_is_reconciled', __('Mark the Receiving Side as Reconciled', 'bit-integrations'))
+ ],
+ delete_bank_transfer: [],
+ create_manual_journal: manualJournalSelects(true),
+ update_manual_journal: manualJournalSelects(false),
+ update_manual_journal_status: [
+ enumSelect('status', __('Status', 'bit-integrations'), manualJournalStatusOptions, true)
+ ],
+ create_account: accountSelects(true),
+ update_account: accountSelects(false),
+ archive_account: [],
+ delete_account: [],
+ create_tracking_category: [],
+ update_tracking_category: [
+ enumSelect('status', __('Status', 'bit-integrations'), trackingStatusOptions)
+ ],
+ delete_tracking_category: [],
+ create_tracking_option: [],
+ update_tracking_option: [
+ enumSelect('status', __('Status', 'bit-integrations'), trackingStatusOptions)
+ ],
+ delete_tracking_option: [],
+ create_tax_rate: taxComponentSelects,
+ update_tax_rate: [
+ ...taxComponentSelects,
+ enumSelect('status', __('Status', 'bit-integrations'), taxRateStatusOptions)
+ ],
+ add_currency: [],
+ add_note: [
+ enumSelect('record_type', __('Record Type', 'bit-integrations'), historyRecordTypeOptions, true)
+ ],
+ upload_attachment: [
+ enumSelect('record_type', __('Record Type', 'bit-integrations'), attachmentRecordTypeOptions, true),
+ yesNoSelect('include_online', __('Show on Online Invoice or Credit Note', 'bit-integrations'))
+ ],
+ download_pdf: [
+ enumSelect('record_type', __('Record Type', 'bit-integrations'), pdfRecordTypeOptions, true)
+ ]
+}
+
+export const selectKeys = [
+ ...new Set(Object.values(selectsByAction).flatMap(selects => selects.map(({ key }) => key)))
+]
+
+export const notesByAction = {
+ create_invoice: `${lineNote} ${__(
+ 'An approved invoice needs a due date when the contact has no payment terms.',
+ 'bit-integrations'
+ )}`,
+ create_bill: lineNote,
+ update_invoice: lineUpdateNote,
+ approve_invoice: invoiceIdNote,
+ void_invoice: __(
+ 'Remove all payments and allocations before you void an invoice or a bill.',
+ 'bit-integrations'
+ ),
+ delete_invoice: __('Xero deletes only draft and submitted invoices and bills.', 'bit-integrations'),
+ email_invoice: __(
+ 'The invoice must be approved, and its contact needs an email address.',
+ 'bit-integrations'
+ ),
+ create_credit_note: lineNote,
+ update_credit_note: lineUpdateNote,
+ void_credit_note: __('Remove all allocations before you void a credit note.', 'bit-integrations'),
+ delete_credit_note: __('Xero deletes only draft and submitted credit notes.', 'bit-integrations'),
+ allocate_credit_note: __(
+ 'The credit note must be approved. Leave the date empty to use today.',
+ 'bit-integrations'
+ ),
+ delete_credit_note_allocation: __(
+ 'Xero shows the
Allocation ID in the Allocations list of the credit note.',
+ 'bit-integrations'
+ ),
+ create_quote: `${lineNote} ${__('Leave the quote date empty to use today.', 'bit-integrations')}`,
+ update_quote: lineUpdateNote,
+ create_purchase_order: lineNote,
+ update_purchase_order: lineUpdateNote,
+ create_repeating_invoice: `${lineNote} ${__(
+ 'Due Day is the number of days for a Days After type, or the day of the month for a Day of the Month type, for example 20. Xero sends the invoice only when the status is Approved, the type is Invoice and Approve for Sending is Yes.',
+ 'bit-integrations'
+ )}`,
+ create_contact: __('The contact name must be unique in Xero.', 'bit-integrations'),
+ update_contact: updateNote,
+ create_or_update_contact: __(
+ 'Xero updates the contact that has this email. If no contact has it, Xero creates one. Map a name to create a contact.',
+ 'bit-integrations'
+ ),
+ add_contacts_to_group: __(
+ 'Select a contact, or map contact IDs. Separate the IDs with commas.',
+ 'bit-integrations'
+ ),
+ create_item: __('The item code must be unique in Xero.', 'bit-integrations'),
+ update_item: updateNote,
+ create_linked_transaction: linkedTransactionNote,
+ update_linked_transaction: `${updateNote} ${linkedTransactionNote}`,
+ create_payment: __(
+ 'Select what the payment is for and map the ID of that record. Leave the
Date empty to use today.',
+ 'bit-integrations'
+ ),
+ create_batch_payment: __(
+ 'The batch pays one invoice or bill. Leave the
Date empty to use today. Particulars and Code apply only to New Zealand banks. Narrative applies only to UK banks.',
+ 'bit-integrations'
+ ),
+ allocate_overpayment: paymentAllocationNote,
+ delete_overpayment_allocation: paymentRemoveAllocationNote,
+ allocate_prepayment: paymentAllocationNote,
+ delete_prepayment_allocation: paymentRemoveAllocationNote,
+ create_spend_money: `${lineNote} ${__(
+ 'For an
Overpayment, select the Accounts Payable account as the
Line Account.',
+ 'bit-integrations'
+ )}`,
+ create_receive_money: `${lineNote} ${__(
+ 'For an
Overpayment, select the Accounts Receivable account as the
Line Account.',
+ 'bit-integrations'
+ )}`,
+ update_bank_transaction: `${updateNote} ${updateLinesNote}`,
+ archive_contact: idNote,
+ rename_contact_group: idNote,
+ delete_contact_group: idNote,
+ remove_contact_from_group: idNote,
+ remove_all_contacts_from_group: idNote,
+ approve_credit_note: idNote,
+ update_quote_status: idNote,
+ update_purchase_order_status: idNote,
+ delete_repeating_invoice: idNote,
+ delete_item: idNote,
+ delete_linked_transaction: idNote,
+ delete_payment: idNote,
+ delete_batch_payment: idNote,
+ archive_account: idNote,
+ create_tracking_option: idNote,
+ delete_tracking_category: idNote,
+ delete_tracking_option: idNote,
+ delete_bank_transaction: idNote,
+ create_bank_transfer: __(
+ 'Select two different bank accounts. Leave the transfer date empty to use today.',
+ 'bit-integrations'
+ ),
+ delete_bank_transfer: idNote,
+ create_manual_journal: manualJournalNote,
+ update_manual_journal: `${updateNote} ${__(
+ 'Map the debit fields to replace all lines with one debit line and one credit line.',
+ 'bit-integrations'
+ )}`,
+ update_manual_journal_status: idNote,
+ create_account: __(
+ 'Map an account code for every account type except Bank. A Bank account needs a bank account number.',
+ 'bit-integrations'
+ ),
+ update_account: updateNote,
+ delete_account: __(
+ 'Xero does not delete bank accounts or accounts with transactions. Use Archive Account for them.',
+ 'bit-integrations'
+ ),
+ update_tracking_category: __(
+ 'Map a new name or select a status. Xero keeps the other values.',
+ 'bit-integrations'
+ ),
+ update_tracking_option: __(
+ 'Map a new name or select a status. Xero keeps the other values.',
+ 'bit-integrations'
+ ),
+ update_tax_rate: __(
+ 'Map the Tax Type code of the tax rate, for example TAX001. Map a component to replace all components.',
+ 'bit-integrations'
+ ),
+ add_currency: __(
+ 'Map the three-letter ISO code, for example USD. The organisation must have multicurrency enabled.',
+ 'bit-integrations'
+ ),
+ add_note: __(
+ 'Select the record type. Then map the ID of the record that gets the note.',
+ 'bit-integrations'
+ ),
+ upload_attachment: __(
+ 'Map a file upload field or a public file URL. Files can be up to 25 MB.',
+ 'bit-integrations'
+ ),
+ download_pdf: __(
+ 'Bit Integrations saves the PDF in the WordPress media library. Leave the file name empty to use the record type and ID.',
+ 'bit-integrations'
+ )
+}
diff --git a/frontend/src/components/Flow/New/SelectAction.jsx b/frontend/src/components/Flow/New/SelectAction.jsx
index edb81c7a2..abde33d40 100644
--- a/frontend/src/components/Flow/New/SelectAction.jsx
+++ b/frontend/src/components/Flow/New/SelectAction.jsx
@@ -251,7 +251,8 @@ export default function SelectAction() {
{ type: 'WpSimpleBookingCalendar', is_pro: true },
{ type: 'Sender', is_pro: true },
{ type: 'MainWP', is_pro: true },
- { type: 'QuizMaker', name: 'Quiz Maker', is_pro: true }
+ { type: 'QuizMaker', name: 'Quiz Maker', is_pro: true },
+ { type: 'Xero', is_pro: true }
]
const [showProModal, setShowProModal] = useState(false)
diff --git a/frontend/src/resource/img/integ/xero.webp b/frontend/src/resource/img/integ/xero.webp
new file mode 100644
index 000000000..33e480b27
Binary files /dev/null and b/frontend/src/resource/img/integ/xero.webp differ