[QBD] [Import] Chart of accounts page #50545

hoangzinh · 2024-10-10T09:09:17Z

Details

Fixed Issues

$ #49703
PROPOSAL:

Tests

Prerequisites:

Turn on Beta quickbooksDesktopOnNewDot on your account
Connect your workspace to QBD in OldDot. (Help doc)

Sign in on an account above
Go to any Workspace -> Accounting
Click on "Import" menu under QuickBooks Desktop connection
Click on "Chart of accounts" menu item
Verify that it opens Chart of accounts page
Verify that there is 2 toggle button

1 toggle button "Import" and it's enabled & locked
1 toggle button "Enabled"

Switch on/ff "Enabled" toggle button
Verify it saves successfully setting to server

Verify that no errors appear in the JS console

Offline tests

Same as above

QA Steps

Same as above

Verify that no errors appear in the JS console

PR Author Checklist

Screenshots/Videos

Android: Native

Screen.Recording.2024-10-15.at.16.53.26.android.mov

Android: mWeb Chrome

Screen.Recording.2024-10-15.at.16.54.34.android.chrome.mov

iOS: Native

Screen.Recording.2024-10-15.at.17.03.47.mov

iOS: mWeb Safari

Screen.Recording.2024-10-15.at.16.58.17.mov

MacOS: Chrome / Safari

Screen.Recording.2024-10-15.at.16.49.14.web.mov

MacOS: Desktop

Screen.Recording.2024-10-15.at.16.50.38.desktop.mov

src/languages/es.ts

melvin-bot · 2024-10-10T09:45:44Z

@ZhenjaHorbach 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]

ZhenjaHorbach · 2024-10-10T18:20:29Z

@hoangzinh
Is it ready for review ?

hoangzinh · 2024-10-10T23:29:04Z

ah yes it's ready @ZhenjaHorbach

hoangzinh · 2024-10-10T23:30:26Z

@ZhenjaHorbach fyi, @lakchote and I had some discussion about this issue here https://new.expensify.com//r/4322790092549381/7849639291558303297

lakchote · 2024-10-11T04:56:00Z

@hoangzinh I've talked again with @francoisl who led the Codat integration for QBD.

There was some confusion about the setting we were talking about. The Enable toggle will not be locked.

However, this is not supported yet in QBD. In the meantime, could you please hide it and put it behind a TODO?

lakchote · 2024-10-11T07:54:37Z

src/pages/workspace/accounting/qbd/import/QuickbooksDesktopChartOfAccountsPage.tsx

+            <Text style={styles.pv5}>{translate('workspace.qbd.accountsSwitchTitle')}</Text>
+            <ToggleSettingOptionRow
+                title={translate('workspace.common.enabled')}
+                subtitle={translate('workspace.qbd.accountsSwitchDescription')}
+                switchAccessibilityLabel={translate('workspace.accounting.accounts')}
+                shouldPlaceSubtitleBelowSwitch
+                isActive
+                onToggle={() => {}}
+                disabled
+                showLockIcon
+            />


Let's put this behind a TODO.

See #50545 (comment)

Updated in this commit 94eb5b4

lakchote

One comment related to the enabled categories, other than LGTM.

ZhenjaHorbach · 2024-10-11T13:57:20Z

src/pages/workspace/accounting/qbd/import/QuickbooksDesktopChartOfAccountsPage.tsx

+            featureName={CONST.POLICY.MORE_FEATURES.ARE_CONNECTIONS_ENABLED}
+            contentContainerStyle={[styles.pb2, styles.ph5]}
+            connectionName={CONST.POLICY.CONNECTIONS.NAME.QBD}
+            shouldBeBlocked={!canUseNewDotQBD}


Let's add TODO here

Added here 4fd1844

ZhenjaHorbach · 2024-10-11T16:28:39Z

src/pages/workspace/accounting/qbd/import/QuickbooksDesktopImportPage.tsx

@@ -29,7 +29,7 @@ function QuickbooksDesktopImportPage({policy}: WithPolicyProps) {
    const sections: QBDSectionType[] = [
        {
            description: translate('workspace.accounting.accounts'),
-            action: () => {}, // TODO: [QBD] will be implemented in https://github.com/Expensify/App/issues/49703
+            action: () => Navigation.navigate(ROUTES.POLICY_ACCOUNTING_QUICKBOOKS_DESKTOP_CHART_OF_ACCOUNTS.getRoute(policyID)),
            title: translate('workspace.accounting.importAsCategory'),
            subscribedSettings: [CONST.QUICKBOOKS_CONFIG.ENABLE_NEW_CATEGORIES],


Actually, this seems a bit redundant
Since we have nothing to subscribe to at the moment

You;re right. Updated here 73be4e5

ZhenjaHorbach · 2024-10-11T16:33:57Z

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Screenshots/Videos

Android: Native

2024-10-15.12.58.30.mov

Android: mWeb Chrome

2024-10-15.12.59.16.mov

iOS: Native

ios.mov

iOS: mWeb Safari

ios-web.mov

MacOS: Chrome / Safari

Web.mov

MacOS: Desktop

desktop.mov

ZhenjaHorbach · 2024-10-11T17:04:22Z

LGTM !

lakchote · 2024-10-11T20:17:17Z

@hoangzinh the PRs for the enable new categories toggle have been merged.

Could you please adjust code, remove the TODO, and call UpdateQuickbooksDesktopEnableNewCategories with settingValue?

francoisl · 2024-10-11T20:22:42Z

The code for that command won't be deployed until Monday though FYI, tests won't work in the meantime.

hoangzinh · 2024-10-12T05:44:13Z

@hoangzinh the PRs for the enable new categories toggle have been merged.

Could you please adjust code, remove the TODO, and call UpdateQuickbooksDesktopEnableNewCategories with settingValue?

@lakchote Updated. Btw, can you share the Onyx key of this setting? I couldn't find it in the example Onyx data of DD. Is it 'enableNewCategories'?

francoisl · 2024-10-13T20:00:43Z

Btw, can you share the Onyx key of this setting? I couldn't find it in the example Onyx data of DD. Is it 'enableNewCategories'?

Yes that's correct, enableNewCategories.

hoangzinh · 2024-10-14T10:05:06Z

Thank you @francoisl. Please let us know when the PR is deployed.

lakchote · 2024-10-15T07:04:15Z

@hoangzinh PR has been deployed to staging for the API command UpdateQuickbooksDesktopEnableNewCategories.

hoangzinh · 2024-10-15T09:55:35Z

It worked @lakchote

hoangzinh · 2024-10-15T10:06:05Z

Updated test cases and recordings. This PR is ready for re-review. @ZhenjaHorbach do you mind reviewing this PR again? Thank you.

ZhenjaHorbach · 2024-10-15T10:07:01Z

Updated test cases and recordings. This PR is ready for re-review. @ZhenjaHorbach do you mind reviewing this PR again? Thank you.

Yeah
Sure
I will start after 20 minutes

ZhenjaHorbach · 2024-10-15T11:02:58Z

Everything looks good !

ZhenjaHorbach · 2024-10-15T11:03:37Z

@lakchote
All yours !

OSBotify · 2024-10-15T13:54:49Z

✋ This PR was not deployed to staging yet because QA is ongoing. It will be automatically deployed to staging after the next production release.

github-actions · 2024-10-17T01:59:35Z

🚀 Deployed to staging by https://github.com/lakchote in version: 9.0.50-0 🚀

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

github-actions · 2024-10-18T18:48:25Z

🚀 Deployed to production by https://github.com/marcaaron in version: 9.0.50-8 🚀

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

hoangzinh added 2 commits October 10, 2024 16:00

Setup screen & route for QBD import chart of accounts page

a754ea3

Implement QBD chart of accounts page

3e0b832

hoangzinh commented Oct 10, 2024

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hoangzinh marked this pull request as ready for review October 10, 2024 09:45

hoangzinh requested a review from a team as a code owner October 10, 2024 09:45

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melvin-bot bot removed the request for review from a team October 10, 2024 09:45

lakchote self-requested a review October 11, 2024 04:47

lakchote reviewed Oct 11, 2024

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hoangzinh added 2 commits October 11, 2024 15:50

Temporary hide enabled button

94eb5b4

Fix eslint

66ae508

ZhenjaHorbach reviewed Oct 11, 2024

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Add todo comment

4fd1844

ZhenjaHorbach reviewed Oct 11, 2024

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Remove redundant subscribed settings

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ZhenjaHorbach approved these changes Oct 11, 2024

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melvin-bot bot requested a review from lakchote October 11, 2024 17:04

hoangzinh added 2 commits October 12, 2024 12:29

Merge branch 'main' into 49703-qbd-chart-of-accounts-page

918fc91

Update QBD enabled new categories setting

3f06ba0

Fix clear QBD error field

6f767e4

hoangzinh added 2 commits October 15, 2024 16:39

Merge branch 'main' into 49703-qbd-chart-of-accounts-page

7583d30

Fix merge main

37dad4c

ZhenjaHorbach approved these changes Oct 15, 2024

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lakchote approved these changes Oct 15, 2024

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lakchote merged commit 5730f46 into Expensify:main Oct 15, 2024
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[HOLD for payment 2024-10-25] [Wave Control] [QBD] [Import] Chart of accounts page #49703

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[QBD] [Import] Chart of accounts page #50545

[QBD] [Import] Chart of accounts page #50545

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[QBD] [Import] Chart of accounts page #50545

[QBD] [Import] Chart of accounts page #50545

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