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Allow editing card transactions (not amount) #31353

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merged 5 commits into from
Nov 24, 2023

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grgia
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@grgia grgia commented Nov 15, 2023

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Fixed Issues

$ #28836

Tests

  • Verify that no errors appear in the JS console
    Internal Test Steps
  • I created a test account with an expensify card following this SO
  • I added ECard transactions via clitools following this SO
  • I navigated to the report with the transactions in oldDot and copied the reportID from the URL
  • I opened https://dev.new.expensify.com:8083/r/<reportID>
  • I clicked on an Expensify Card transaction
  • I verified amount and card rows are NOT editable ❌
  • I verified that merchant, date, and description ARE editable ✅
  • I edited each field, opened OldDot Dev and navigated to the transaction and verified that the fields were modified ✅

Offline tests

QA Steps

  • Verify that no errors appear in the JS console
  • Verify that no errors appear in the JS console

Internal Test Steps

  • Log into an expensifail account with an Expensify Card provisioned
  • Create an expensify card transaction for the account
  • In OldDot, navigate to the report that the transaction is created on, note the reportID in the URL.
  • In NewDot, navigate to /r/ from the previous step. Click on the transaction to get to the Money Request View.
  • verify amount and card rows are NOT editable ❌
  • verify that merchant, date, and description ARE editable ✅
  • edit each field, verify that they are saved successfully. ✅
  • Opened OldDot Dev and navigated to the transaction to verify that the fields were modified in the DB ✅

PR Author Checklist

  • I linked the correct issue in the ### Fixed Issues section above
  • I wrote clear testing steps that cover the changes made in this PR
    • I added steps for local testing in the Tests section
    • I added steps for the expected offline behavior in the Offline steps section
    • I added steps for Staging and/or Production testing in the QA steps section
    • I added steps to cover failure scenarios (i.e. verify an input displays the correct error message if the entered data is not correct)
    • I turned off my network connection and tested it while offline to ensure it matches the expected behavior (i.e. verify the default avatar icon is displayed if app is offline)
    • I tested this PR with a High Traffic account against the staging or production API to ensure there are no regressions (e.g. long loading states that impact usability).
  • I included screenshots or videos for tests on all platforms
  • I ran the tests on all platforms & verified they passed on:
    • Android: Native
    • Android: mWeb Chrome
    • iOS: Native
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
    • MacOS: Desktop
  • I verified there are no console errors (if there's a console error not related to the PR, report it or open an issue for it to be fixed)
  • I followed proper code patterns (see Reviewing the code)
    • I verified that any callback methods that were added or modified are named for what the method does and never what callback they handle (i.e. toggleReport and not onIconClick)
    • I verified that the left part of a conditional rendering a React component is a boolean and NOT a string, e.g. myBool && <MyComponent />.
    • I verified that comments were added to code that is not self explanatory
    • I verified that any new or modified comments were clear, correct English, and explained "why" the code was doing something instead of only explaining "what" the code was doing.
    • I verified any copy / text shown in the product is localized by adding it to src/languages/* files and using the translation method
      • If any non-english text was added/modified, I verified the translation was requested/reviewed in #expensify-open-source and it was approved by an internal Expensify engineer. Link to Slack message:
    • I verified all numbers, amounts, dates and phone numbers shown in the product are using the localization methods
    • I verified any copy / text that was added to the app is grammatically correct in English. It adheres to proper capitalization guidelines (note: only the first word of header/labels should be capitalized), and is approved by marketing by adding the Waiting for Copy label for a copy review on the original GH to get the correct copy.
    • I verified proper file naming conventions were followed for any new files or renamed files. All non-platform specific files are named after what they export and are not named "index.js". All platform-specific files are named for the platform the code supports as outlined in the README.
    • I verified the JSDocs style guidelines (in STYLE.md) were followed
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
  • I followed the guidelines as stated in the Review Guidelines
  • I tested other components that can be impacted by my changes (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar are working as expected)
  • I verified all code is DRY (the PR doesn't include any logic written more than once, with the exception of tests)
  • I verified any variables that can be defined as constants (ie. in CONST.js or at the top of the file that uses the constant) are defined as such
  • I verified that if a function's arguments changed that all usages have also been updated correctly
  • If any new file was added I verified that:
    • The file has a description of what it does and/or why is needed at the top of the file if the code is not self explanatory
  • If a new CSS style is added I verified that:
    • A similar style doesn't already exist
    • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(themeColors.componentBG))
  • If the PR modifies code that runs when editing or sending messages, I tested and verified there is no unexpected behavior for all supported markdown - URLs, single line code, code blocks, quotes, headings, bold, strikethrough, and italic.
  • If the PR modifies a generic component, I tested and verified that those changes do not break usages of that component in the rest of the App (i.e. if a shared library or component like Avatar is modified, I verified that Avatar is working as expected in all cases)
  • If the PR modifies a component related to any of the existing Storybook stories, I tested and verified all stories for that component are still working as expected.
  • If the PR modifies a component or page that can be accessed by a direct deeplink, I verified that the code functions as expected when the deeplink is used - from a logged in and logged out account.
  • If a new page is added, I verified it's using the ScrollView component to make it scrollable when more elements are added to the page.
  • If the main branch was merged into this PR after a review, I tested again and verified the outcome was still expected according to the Test steps.

Screenshots/Videos

Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari image
MacOS: Chrome / Safari image image image
MacOS: Desktop

@grgia grgia self-assigned this Nov 15, 2023
@grgia grgia changed the title [HOLD Expensify/Auth 9183] Allow editing Expensify card transactions (not amount) Allow editing Expensify card transactions (not amount) Nov 17, 2023
@grgia grgia changed the title Allow editing Expensify card transactions (not amount) Allow editing card transactions (not amount) Nov 17, 2023
@grgia grgia marked this pull request as ready for review November 17, 2023 14:19
@grgia grgia requested a review from a team as a code owner November 17, 2023 14:19
@melvin-bot melvin-bot bot requested review from akinwale and removed request for a team November 17, 2023 14:19
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melvin-bot bot commented Nov 17, 2023

@akinwale 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]

@dylanexpensify
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@akinwale let's prioritize this review today please! 🙇‍♂️

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@dylanexpensify Will do.

@grgia Can my account be enabled for the test steps? Or is there a test account I can use to verify? Thanks.

if (!transaction.cardID) {
return false;
}
return transaction.cardID > 0;
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@akinwale akinwale Nov 17, 2023

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This method be simplified to just return transaction.cardID > 0, or if it's possible for transaction to be null or undefined, return transaction?.cardID > 0.

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+1

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image Even though this is correct, I end up with this TS problem because cardID can be undefined

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I can do this instead to get around TS problems, but I feel like it's also fine as is
image

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@grgia Thanks. I think I prefer the second option, and you could also make it a one-liner: return (transaction?.cardID ?? 0) > 0 (no strong preference here).

I still haven't been able to test the functionality in the app as stated here: #31353 (comment). Any ideas on how I can test this?

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Agree with @akinwale's comment

if (!transaction.cardID) {
return false;
}
return transaction.cardID > 0;
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+1

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grgia commented Nov 22, 2023

@akinwale @luacmartins could you take a look at the convo, I left some comments

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grgia commented Nov 22, 2023

pushed update

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LGTM!

@dylanexpensify
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@akinwale can you review this as soon as?? Thank you!!

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Reviewer Checklist

  • I have verified the author checklist is complete (all boxes are checked off).
  • I verified the correct issue is linked in the ### Fixed Issues section above
  • I verified testing steps are clear and they cover the changes made in this PR
    • I verified the steps for local testing are in the Tests section
    • I verified the steps for Staging and/or Production testing are in the QA steps section
    • I verified the steps cover any possible failure scenarios (i.e. verify an input displays the correct error message if the entered data is not correct)
    • I turned off my network connection and tested it while offline to ensure it matches the expected behavior (i.e. verify the default avatar icon is displayed if app is offline)
  • I checked that screenshots or videos are included for tests on all platforms
  • I included screenshots or videos for tests on all platforms
  • I verified tests pass on all platforms & I tested again on:
    • Android: Native
    • Android: mWeb Chrome
    • iOS: Native
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
    • MacOS: Desktop
  • If there are any errors in the console that are unrelated to this PR, I either fixed them (preferred) or linked to where I reported them in Slack
  • I verified proper code patterns were followed (see Reviewing the code)
    • I verified that any callback methods that were added or modified are named for what the method does and never what callback they handle (i.e. toggleReport and not onIconClick).
    • I verified that the left part of a conditional rendering a React component is a boolean and NOT a string, e.g. myBool && <MyComponent />.
    • I verified that comments were added to code that is not self explanatory
    • I verified that any new or modified comments were clear, correct English, and explained "why" the code was doing something instead of only explaining "what" the code was doing.
    • I verified any copy / text shown in the product is localized by adding it to src/languages/* files and using the translation method
    • I verified all numbers, amounts, dates and phone numbers shown in the product are using the localization methods
    • I verified any copy / text that was added to the app is grammatically correct in English. It adheres to proper capitalization guidelines (note: only the first word of header/labels should be capitalized), and is approved by marketing by adding the Waiting for Copy label for a copy review on the original GH to get the correct copy.
    • I verified proper file naming conventions were followed for any new files or renamed files. All non-platform specific files are named after what they export and are not named "index.js". All platform-specific files are named for the platform the code supports as outlined in the README.
    • I verified the JSDocs style guidelines (in STYLE.md) were followed
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
  • I verified that this PR follows the guidelines as stated in the Review Guidelines
  • I verified other components that can be impacted by these changes have been tested, and I retested again (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar have been tested & I retested again)
  • I verified all code is DRY (the PR doesn't include any logic written more than once, with the exception of tests)
  • I verified any variables that can be defined as constants (ie. in CONST.js or at the top of the file that uses the constant) are defined as such
  • If a new component is created I verified that:
    • A similar component doesn't exist in the codebase
    • All props are defined accurately and each prop has a /** comment above it */
    • The file is named correctly
    • The component has a clear name that is non-ambiguous and the purpose of the component can be inferred from the name alone
    • The only data being stored in the state is data necessary for rendering and nothing else
    • For Class Components, any internal methods passed to components event handlers are bound to this properly so there are no scoping issues (i.e. for onClick={this.submit} the method this.submit should be bound to this in the constructor)
    • Any internal methods bound to this are necessary to be bound (i.e. avoid this.submit = this.submit.bind(this); if this.submit is never passed to a component event handler like onClick)
    • All JSX used for rendering exists in the render method
    • The component has the minimum amount of code necessary for its purpose, and it is broken down into smaller components in order to separate concerns and functions
  • If any new file was added I verified that:
    • The file has a description of what it does and/or why is needed at the top of the file if the code is not self explanatory
  • If a new CSS style is added I verified that:
    • A similar style doesn't already exist
    • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(themeColors.componentBG)
  • If the PR modifies code that runs when editing or sending messages, I tested and verified there is no unexpected behavior for all supported markdown - URLs, single line code, code blocks, quotes, headings, bold, strikethrough, and italic.
  • If the PR modifies a generic component, I tested and verified that those changes do not break usages of that component in the rest of the App (i.e. if a shared library or component like Avatar is modified, I verified that Avatar is working as expected in all cases)
  • If the PR modifies a component related to any of the existing Storybook stories, I tested and verified all stories for that component are still working as expected.
  • If the PR modifies a component or page that can be accessed by a direct deeplink, I verified that the code functions as expected when the deeplink is used - from a logged in and logged out account.
  • If a new page is added, I verified it's using the ScrollView component to make it scrollable when more elements are added to the page.
  • If the main branch was merged into this PR after a review, I tested again and verified the outcome was still expected according to the Test steps.
  • I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari
MacOS: Desktop

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Code LGTM.

I don't have an account with Expensify cards to test with, so moving this forward.

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melvin-bot bot commented Nov 24, 2023

@srikarparsi 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]

@luacmartins luacmartins merged commit 792376e into main Nov 24, 2023
15 of 16 checks passed
@luacmartins luacmartins deleted the georgia-editCardTransactions branch November 24, 2023 20:04
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✋ This PR was not deployed to staging yet because QA is ongoing. It will be automatically deployed to staging after the next production release.

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🚀 Deployed to staging by https://github.com/luacmartins in version: 1.4.4-0 🚀

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

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@grgia Should we run the "Internal Test Steps" provided in QA steps ?

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@grgia @AndrewGable could you confirm if this PR will be validated internally? There are "Internal Test Steps" provided in QA steps.

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@kavimuru I think you can test that PR. The OP just seems to have some formatting issues. Here are the steps:

Pre-requisite: an account with the expensify card and transactions on that card

  1. In OldDot, login into the account
  2. Navigate to the report that contains the Expensify card transactions
  3. Copy the reportID shown in the URL
  4. In NewDot, navigate to /r/<reportID> where reportID is the reportID copied in step 3
  5. Click on the card transaction preview
  6. Verify that the amount and card rows are NOT editable ❌
  7. Verified that the merchant, date, and description ARE editable ✅
  8. Edit each field and verify that it works

@kavimuru
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@luacmartins, thanks we will test and update.

@mvtglobally
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@luacmartins for step 5 transaction preview, what do we need to select? https://github.com/Expensify/App/assets/43995119/e6d8c83a-dce9-4d28-bc24-2951e2aa348c

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🚀 Deployed to production by https://github.com/mountiny in version: 1.4.4-3 🚀

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

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7 participants