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Prevent invalid configuration between location and JE selection #41638

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hayata-suenaga
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@hayata-suenaga hayata-suenaga commented May 4, 2024

Details

Fixed Issues

$ #41621
PROPOSAL: N/A

Tests / QA Steps

  1. Create a new workspace
  2. Go to the More Feature page and enable the accounting feature
  3. Connect to QBO
  4. Go to the Export page. Check that Vendor Bill is selected for Export out-of-pocket expenses as by default
  5. Go to the Import page. Check the Location configuration. Check that the Switch is toggled off and locked. There should be a hint text under the Switch button. Use the screenshot below as a reference.
Screenshot 2024-05-10 at 5 44 21 PM
  1. Go to the Export page. Select Journal Entry for Export out-of-pocket expenses as
  2. Go to the Import page. Check Location. Confirm that now you can toggle the switch on or off (i.e. not locked)
  3. Enable the Location import (i.e. toggle it on)
  4. Export -> Export out-of-pocket expenses as
  5. Confirm that Journal Entry is the only option displayed.
  6. Check that there is a hint text as shown below
Screenshot 2024-05-29 at 4 25 19 PM
  1. Go back and click the company card export menu
  2. Confirm that the only two options displayed is Credit card or debit card
  3. Check that there is a hint text displayed and that it looks like the one below
Screenshot 2024-05-29 at 4 27 25 PM

Offline tests

N/A

PR Author Checklist

  • I linked the correct issue in the ### Fixed Issues section above
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Screenshots/Videos

Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari
Screen.Recording.2024-05-10.at.5.50.56.PM.mov
MacOS: Desktop

@hayata-suenaga hayata-suenaga self-assigned this May 4, 2024
@hayata-suenaga hayata-suenaga changed the title Lock the toggle for disabling location when the account selectde Prevent invalid configuration between location and JE selection May 4, 2024
@hayata-suenaga hayata-suenaga marked this pull request as ready for review May 11, 2024 00:54
@hayata-suenaga hayata-suenaga requested a review from a team as a code owner May 11, 2024 00:54
@melvin-bot melvin-bot bot requested review from rojiphil and removed request for a team May 11, 2024 00:54
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melvin-bot bot commented May 11, 2024

@rojiphil Please copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button]

@hayata-suenaga
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@rojiphil bump on this one, please 🙇

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I have left some comments for your consideration. Thanks

@hayata-suenaga
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I decided to go with the original UI copy here

@trjExpensify
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I decided to go with the original UI copy here

Do you mean this one we settled on?

Note: QuickBooks Online does not support adding a location to vendor bills or checks. Update your export preference to journal entry if you'd like to import locations as tags.

@trjExpensify
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FWIW, I can't repro this on the QBO freeze branch adhoc build. So maybe it is something in this PR.

image

@hayata-suenaga
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hayata-suenaga commented May 31, 2024

I also cannot reproduce the issue No. 1 on my local environment 🤔

Screenshot 2024-05-31 at 12 17 43 PM

@trjExpensify
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Oh! I notice two issues:

  1. We are unable to set the Journal Entry option now. And the BE sends this error.
    Screenshot 2024-06-01 at 12 00 18 AM
  2. Along with the Journey Entry not getting set, the configuration page displays that locations are enabled when it is not set.
    Screenshot 2024-05-31 at 11 39 18 PM

Here is a test video to demonstrate this.

41638-je-notset.mp4

Looking at this video. @rojiphil doesn't seem to have any changes synced for an hour. Also, even with vendor bill selected he was missing a value for Accounts payable.

Roji, what is the state of that account? Did you connect afresh to QBO, or is it perhaps stale?

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🧪🧪 Use the links below to test this adhoc build on Android, iOS, Desktop, and Web. Happy testing! 🧪🧪

Android 🤖 iOS 🍎
https://ad-hoc-expensify-cash.s3.amazonaws.com/android/41638/index.html https://ad-hoc-expensify-cash.s3.amazonaws.com/ios/41638/index.html
Android iOS
Desktop 💻 Web 🕸️
https://ad-hoc-expensify-cash.s3.amazonaws.com/desktop/41638/NewExpensify.dmg https://41638.pr-testing.expensify.com
Desktop Web

👀 View the workflow run that generated this build 👀

@hayata-suenaga
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I also cannot reproduce the issue No. 2

Screenshot 2024-05-31 at 12 21 39 PM

@hayata-suenaga
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Testing with the ad hoc, but I still cannot reproduce the two issues

Screenshot 2024-05-31 at 12 26 40 PM Screenshot 2024-05-31 at 12 27 05 PM

@trjExpensify
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Same..

2024-05-31_20-24-51.mp4

@trjExpensify
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@s77rt as you're online.. if you can't reproduce this either, I think we move on and if Roji confirms it's not an account issue we can always follow-up in a separate PR.

@hayata-suenaga
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maybe the issue @rojiphil experienced is a temporary issue.

I'll ask @aldo-expensify if he is available for the internal review 😄

@rojiphil
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Roji, what is the state of that account? Did you connect afresh to QBO, or is it perhaps stale?

That's a good question. Let me check this.

@s77rt
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s77rt commented May 31, 2024

@rojiphil Can you check the Payload tab, what are you sending to the server

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@s77rt
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s77rt commented May 31, 2024

@rojiphil Also can you test on staging or on main? Your issue does not look related to this PR so we probably shouldn't block on this

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Code looks good to me, going to test now...

@aldo-expensify aldo-expensify self-requested a review May 31, 2024 19:51
@rojiphil
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Roji, what is the state of that account? Did you connect afresh to QBO, or is it perhaps stale?

That's a good question. Let me check this.

  1. Ha Ha. You were right. It was a stale account. But I think we need to handle such scenarios gracefully.

  2. Anyway, going further, I just tested with a new account and notice another issue i.e. locations cannot be toggled when no export options are set yet. This is a regression.

  3. Also, NAB but I notice an empty row below Export as.

Screenshot 2024-06-01 at 1 19 24 AM

Here is a test video to demonstrate this.

41638-locations-disabled.mp4

@aldo-expensify
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aldo-expensify commented May 31, 2024

Anyway, going further, I just tested with a new account and notice another issue i.e. locations cannot be toggled when no export options are set yet. This is a regression.

Why there wouldn't be any export option? @trjExpensify is this expected in a real case? Does this happen when the QBO account doesn't have accounts setup on the QBO side?

@trjExpensify
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There should always be an export option. Looking at that screenshot, Roji ran into the pusher issue, see how nothing is set:

image

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Tested well for me

Screen.Recording.2024-05-31.at.12.55.21.PM.mov

We should confirm #41638 (comment) before merging though.

@aldo-expensify
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There should always be an export option. Looking at that screenshot, Roji ran into the pusher issue, see how nothing is set:

Nice, thanks for confirming, then I think it is fine to :donothing and merge as it is.

@trjExpensify
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Sounds good to me!

@hayata-suenaga hayata-suenaga merged commit d234079 into qbo-freeze-branch May 31, 2024
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@hayata-suenaga hayata-suenaga deleted the hayata-do-not-allow-invalid-location-account-combo branch May 31, 2024 20:08
@hayata-suenaga hayata-suenaga mentioned this pull request May 31, 2024
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OSBotify commented Jun 6, 2024

🚀 Deployed to production by https://github.com/Julesssss in version: 1.4.79-11 🚀

platform result
🤖 android 🤖 success ✅
🖥 desktop 🖥 success ✅
🍎 iOS 🍎 success ✅
🕸 web 🕸 success ✅

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10 participants