OUT-2866: check QBO account company is US or not

src/action/quickbooks.action.ts

@@ -1,10 +1,14 @@
+'use server'
+
 import { AuthStatus } from '@/app/api/core/types/auth'
 import { PortalConnectionWithSettingType } from '@/db/schema/qbPortalConnections'
 import { QBSettingsSelectSchemaType } from '@/db/schema/qbSettings'
 import {
   getPortalConnection,
   getPortalSettings,
 } from '@/db/service/token.service'
+import IntuitAPI, { IntuitAPITokensType } from '@/utils/intuitAPI'
+import CustomLogger from '@/utils/logger'
 import { z } from 'zod'
 
 export async function checkPortalConnection(
@@ -29,6 +33,24 @@ export async function checkSyncStatus(portalId: string): Promise<boolean> {
   }
 }
 
+export async function checkForNonUsCompany(tokenInfo: IntuitAPITokensType) {
+  CustomLogger.info({
+    message: 'checkForNonUsCompany | Checking for non-US company',
+  })
+  const intuitApi = new IntuitAPI(tokenInfo)
+  const companyInfo = await intuitApi.getCompanyInfo()
+
+  CustomLogger.info({
+    obj: { companyInfo },
+    message: 'checkForNonUsCompany | Company Info',
+  })
+
+  if (companyInfo?.Country !== 'US') {
+    return true
+  }
+  return false
+}
+
 export async function reconnectIfCta(type?: string) {
   if (!type) {
     return false

src/app/context/AppContext.tsx

@@ -1,6 +1,7 @@
 'use client'
 import { ProductMappingItemType } from '@/db/schema/qbProductSync'
 import { Token, WorkspaceResponse } from '@/type/common'
+import { IntuitAPITokensType } from '@/utils/intuitAPI'
 import { createContext, useContext, useState, ReactNode } from 'react'
 
 type AppContextType = {
@@ -17,6 +18,8 @@ type AppContextType = {
   initialInvoiceSettingMapFlag?: boolean // flag to determine the initial invoice setting flag
   initialProductSettingMapFlag?: boolean // flag to determine the initial product setting flag
   workspace: WorkspaceResponse
+  nonUsCompany?: boolean
+  qbTokens?: IntuitAPITokensType
 }
 
 const AppContext = createContext<

src/components/dashboard/Main.tsx

@@ -65,9 +65,10 @@ export const Main = () => {
     syncFlag,
     handleConnect,
     isConnecting,
+    nonUsCompanyChecking,
   } = useDashboardMain()
 
-  const { enableAppIndicator } = useApp()
+  const { enableAppIndicator, nonUsCompany } = useApp()
 
   if (portalConnectionStatus === null) {
     return (
@@ -89,6 +90,16 @@ export const Main = () => {
         </div>
       ) : (
         <main className="main-section px-8 sm:px-[100px] lg:px-[220px] pb-[54px] pt-6">
+          {nonUsCompany && (
+            <div className="mb-4">
+              <Callout
+                title="Support Limited to U.S. QuickBooks Online Accounts"
+                description="At this time, the integration only supports US-based QuickBooks Online accounts. To use the integration, please disconnect your current account and reconnect using a US QuickBooks account."
+                variant={CalloutVariant.ERROR}
+              />
+            </div>
+          )}
+
           <Callout
             title={dashboardCallout.title}
             description={dashboardCallout.description}
@@ -101,6 +112,8 @@ export const Main = () => {
                     : dashboardCallout.actionLabel,
                 onClick: buttonAction,
                 disabled:
+                  nonUsCompanyChecking ||
+                  nonUsCompany || // disable the button if non-us company
                   isReconnecting ||
                   isConnecting ||
                   (status === CalloutVariant.WARNING && !enableAppIndicator),

src/db/service/token.service.ts

@@ -1,8 +1,10 @@
+'use server'
 import { db } from '@/db'
 import { PortalConnectionWithSettingType } from '@/db/schema/qbPortalConnections'
 import { QBSettingsSelectSchemaType } from '@/db/schema/qbSettings'
 import { WorkspaceResponse } from '@/type/common'
 import { CopilotAPI } from '@/utils/copilotAPI'
+import { IntuitAPITokensType } from '@/utils/intuitAPI'
 import { and, eq, isNull } from 'drizzle-orm'
 
 export const getPortalConnection = async (
@@ -55,3 +57,21 @@ export const getWorkspaceInfo = async (
 ): Promise<WorkspaceResponse> => {
   return await new CopilotAPI(token).getWorkspace()
 }
+
+export const getPortalTokens = async (
+  portalId: string,
+): Promise<IntuitAPITokensType> => {
+  const portalConnection = await getPortalConnection(portalId)
+  if (!portalConnection) throw new Error('Portal connection not found')
+
+  return {
+    accessToken: portalConnection.accessToken,
+    refreshToken: portalConnection.refreshToken,
+    intuitRealmId: portalConnection.intuitRealmId,
+    incomeAccountRef: portalConnection.incomeAccountRef,
+    expenseAccountRef: portalConnection.expenseAccountRef,
+    assetAccountRef: portalConnection.assetAccountRef,
+    serviceItemRef: portalConnection.serviceItemRef,
+    clientFeeRef: portalConnection.clientFeeRef,
+  }
+}

src/hook/useDashboard.ts

@@ -1,9 +1,11 @@
 'use client'
+import { checkForNonUsCompany } from '@/action/quickbooks.action'
 import { AuthStatus } from '@/app/api/core/types/auth'
 import { useApp } from '@/app/context/AppContext'
 import { CalloutVariant } from '@/components/type/callout'
+import { getPortalTokens } from '@/db/service/token.service'
 import { useQuickbooks } from '@/hook/useQuickbooks'
-import { useEffect, useState } from 'react'
+import { useCallback, useEffect, useState } from 'react'
 
 export const useDashboardMain = () => {
   const {
@@ -14,6 +16,8 @@
     lastSyncTimestamp,
     isEnabled,
     portalConnectionStatus,
+    qbTokens,
+    setAppParams,
   } = useApp()
 
   const {
@@ -33,6 +37,29 @@
   const [buttonAction, setButtonAction] = useState<
     (() => Promise<NodeJS.Timeout>) | undefined
   >(undefined)
+  const [nonUsCompanyChecking, setNonUsCompanyChecking] = useState(false)
+
+  const checkCompanyCountry = useCallback(async () => {
+    setNonUsCompanyChecking(true)
+    let tempTokenInfo = qbTokens
+    if (!tempTokenInfo) {
+      tempTokenInfo = await getPortalTokens(tokenPayload.workspaceId)
+    }
+
+    const nonUsCompany = await checkForNonUsCompany(tempTokenInfo)
+    setAppParams((prev) => ({
+      ...prev,
+      qbTokens: tempTokenInfo,
+      nonUsCompany,
+    }))
+    setNonUsCompanyChecking(false)
+  }, [syncFlag])
+
+  useEffect(() => {
+    if (syncFlag) {
+      checkCompanyCountry()
+    }
+  }, [syncFlag])
 
   useEffect(() => {
     let timeout: NodeJS.Timeout
@@ -61,7 +88,7 @@
     }
     setIsLoading(false)
     return () => clearTimeout(timeout)
   }, [syncFlag, isEnabled])
 
   return {
     callOutStatus,
@@ -73,5 +100,6 @@
     syncFlag,
     isConnecting,
     handleConnect,
+    nonUsCompanyChecking,
   }
 }

src/utils/intuitAPI.ts

@@ -768,6 +768,27 @@ export default class IntuitAPI {
     return purchase
   }
 
+  async _getCompanyInfo() {
+    CustomLogger.info({
+      message: `IntuitAPI#getCompanyInfo | Company Info query start for realmId: ${this.tokens.intuitRealmId}.`,
+    })
+    const query = `SELECT * FROM CompanyInfo maxresults 1`
+    const companyInfo = await this.customQuery(query)
+
+    if (!companyInfo) return null
+
+    if (companyInfo?.Fault) {
+      CustomLogger.error({ obj: companyInfo.Fault?.Error, message: 'Error: ' })
+      throw new APIError(
+        companyInfo.Fault?.Error?.code || httpStatus.BAD_REQUEST,
+        `${IntuitAPIErrorMessage}getCompanyInfo`,
+        companyInfo.Fault?.Error,
+      )
+    }
+
+    return companyInfo.CompanyInfo?.[0]
+  }
+
   private wrapWithRetry<Args extends unknown[], R>(
     fn: (...args: Args) => Promise<R>,
   ): (...args: Args) => Promise<R> {
@@ -842,4 +863,5 @@ export default class IntuitAPI {
   createPurchase = this.wrapWithRetry(this._createPurchase)
   deletePayment = this.wrapWithRetry(this._deletePayment)
   deletePurchase = this.wrapWithRetry(this._deletePurchase)
+  getCompanyInfo = this.wrapWithRetry(this._getCompanyInfo)
 }