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Workspace Feed - Fix export item issues #52180

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merged 5 commits into from
Nov 12, 2024
Merged

Workspace Feed - Fix export item issues #52180

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ab496ec
Workspace Feed - Fix export item issues
narefyev91 Nov 7, 2024
461fddb
remove mock data
narefyev91 Nov 7, 2024
fabbbd3
fixes after review
narefyev91 Nov 8, 2024
d737d7b
Merge branch 'refs/heads/main' into workspace-feed-fix-export-item
narefyev91 Nov 12, 2024
6e115b2
use correct onyx key to get data from
narefyev91 Nov 12, 2024
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10 changes: 0 additions & 10 deletions src/CONST.ts
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Original file line number Diff line number Diff line change
Expand Up @@ -1857,7 +1857,6 @@ const CONST = {
JOBS: 'jobs',
},
},
NETSUITE_CUSTOM_LIST_LIMIT: 8,
NETSUITE_ADD_CUSTOM_LIST_STEP_NAMES: ['1', '2,', '3', '4'],
NETSUITE_ADD_CUSTOM_SEGMENT_STEP_NAMES: ['1', '2,', '3', '4', '5', '6,'],
},
Expand Down Expand Up @@ -4545,9 +4544,6 @@ const CONST = {
},
INDENTS: ' ',
PARENT_CHILD_SEPARATOR: ': ',
CATEGORY_LIST_THRESHOLD: 8,
TAG_LIST_THRESHOLD: 8,
TAX_RATES_LIST_THRESHOLD: 8,
COLON: ':',
MAPBOX: {
PADDING: 32,
Expand Down Expand Up @@ -4631,11 +4627,6 @@ const CONST = {
*/
MAX_SELECTION_LIST_PAGE_LENGTH: 500,

/**
* We only include the members search bar when we have 8 or more members
*/
SHOULD_SHOW_MEMBERS_SEARCH_INPUT_BREAKPOINT: 8,

/**
* Bank account names
*/
Expand Down Expand Up @@ -4809,7 +4800,6 @@ const CONST = {
WORKSPACE_SWITCHER: {
NAME: 'Expensify',
SUBSCRIPT_ICON_SIZE: 8,
MINIMUM_WORKSPACES_TO_SHOW_SEARCH: 8,
},

WELCOME_VIDEO_URL: `${CLOUDFRONT_URL}/videos/intro-1280.mp4`,
Expand Down
2 changes: 1 addition & 1 deletion src/components/CategoryPicker.tsx
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Expand Up @@ -56,7 +56,7 @@ function CategoryPicker({selectedCategory, policyID, onSubmit}: CategoryPickerPr
const categoryData = categoryOptions?.at(0)?.data ?? [];
const header = OptionsListUtils.getHeaderMessageForNonUserList(categoryData.length > 0, debouncedSearchValue);
const categoriesCount = OptionsListUtils.getEnabledCategoriesCount(categories);
const isCategoriesCountBelowThreshold = categoriesCount < CONST.CATEGORY_LIST_THRESHOLD;
const isCategoriesCountBelowThreshold = categoriesCount < CONST.STANDARD_LIST_ITEM_LIMIT;
const showInput = !isCategoriesCountBelowThreshold;

return [categoryOptions, header, showInput];
Expand Down
2 changes: 1 addition & 1 deletion src/components/TagPicker/index.tsx
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Expand Up @@ -52,7 +52,7 @@ function TagPicker({selectedTag, tagListName, policyID, tagListIndex, shouldShow
const policyRecentlyUsedTagsList = useMemo(() => policyRecentlyUsedTags?.[tagListName] ?? [], [policyRecentlyUsedTags, tagListName]);
const policyTagList = PolicyUtils.getTagList(policyTags, tagListIndex);
const policyTagsCount = PolicyUtils.getCountOfEnabledTagsOfList(policyTagList.tags);
const isTagsCountBelowThreshold = policyTagsCount < CONST.TAG_LIST_THRESHOLD;
const isTagsCountBelowThreshold = policyTagsCount < CONST.STANDARD_LIST_ITEM_LIMIT;

const shouldShowTextInput = !isTagsCountBelowThreshold;

Expand Down
2 changes: 1 addition & 1 deletion src/components/TaxPicker.tsx
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Expand Up @@ -69,7 +69,7 @@ function TaxPicker({selectedTaxRate = '', policy, transaction, insets, onSubmit,

const taxRates = policy?.taxRates;
const taxRatesCount = TransactionUtils.getEnabledTaxRateCount(taxRates?.taxes ?? {});
const isTaxRatesCountBelowThreshold = taxRatesCount < CONST.TAX_RATES_LIST_THRESHOLD;
const isTaxRatesCountBelowThreshold = taxRatesCount < CONST.STANDARD_LIST_ITEM_LIMIT;

const shouldShowTextInput = !isTaxRatesCountBelowThreshold;

Expand Down
2 changes: 1 addition & 1 deletion src/libs/API/parameters/SetCompanyCardExportAccountParams.ts
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@@ -1,7 +1,7 @@
type SetCompanyCardExportAccountParams = {
authToken?: string | null;
cardID: number;
exportAccountDetails: Record<string, string>;
exportAccountDetails: string;
};

export default SetCompanyCardExportAccountParams;
6 changes: 3 additions & 3 deletions src/libs/OptionsListUtils.ts
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Expand Up @@ -1126,7 +1126,7 @@ function getCategoryListSections(
const selectedOptionNames = selectedOptions.map((selectedOption) => selectedOption.name);
const filteredCategories = enabledCategories.filter((category) => !selectedOptionNames.includes(category.name));

if (numberOfEnabledCategories < CONST.CATEGORY_LIST_THRESHOLD) {
if (numberOfEnabledCategories < CONST.STANDARD_LIST_ITEM_LIMIT) {
const data = getCategoryOptionTree(filteredCategories, false, selectedOptionsWithDisabledState);
categorySections.push({
// "All" section when items amount less than the threshold
Expand Down Expand Up @@ -1249,7 +1249,7 @@ function getTagListSections(
return tagSections;
}

if (numberOfTags < CONST.TAG_LIST_THRESHOLD) {
if (numberOfTags < CONST.STANDARD_LIST_ITEM_LIMIT) {
tagSections.push({
// "All" section when items amount less than the threshold
title: '',
Expand Down Expand Up @@ -1456,7 +1456,7 @@ function getTaxRatesSection(policy: OnyxEntry<Policy> | undefined, selectedOptio
return policyRatesSections;
}

if (numberOfTaxRates < CONST.TAX_RATES_LIST_THRESHOLD) {
if (numberOfTaxRates < CONST.STANDARD_LIST_ITEM_LIMIT) {
policyRatesSections.push({
// "All" section when items amount less than the threshold
title: '',
Expand Down
10 changes: 5 additions & 5 deletions src/libs/actions/CompanyCards.ts
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Expand Up @@ -461,13 +461,13 @@ function updateCompanyCardName(workspaceAccountID: number, cardID: string, newCa
API.write(WRITE_COMMANDS.UPDATE_COMPANY_CARD_NAME, parameters, {optimisticData, finallyData, failureData});
}

function setCompanyCardExportAccount(workspaceAccountID: number, cardID: string, accountKey: string, newAccount: string, bankName: string) {
function setCompanyCardExportAccount(policyID: string, workspaceAccountID: number, cardID: string, accountKey: string, newAccount: string) {
const authToken = NetworkStore.getAuthToken();

const optimisticData: OnyxUpdate[] = [
{
onyxMethod: Onyx.METHOD.MERGE,
key: `${ONYXKEYS.COLLECTION.WORKSPACE_CARDS_LIST}${workspaceAccountID}_${bankName}`,
key: ONYXKEYS.CARD_LIST,
value: {
[cardID]: {
nameValuePairs: {
Expand All @@ -489,7 +489,7 @@ function setCompanyCardExportAccount(workspaceAccountID: number, cardID: string,
const finallyData: OnyxUpdate[] = [
{
onyxMethod: Onyx.METHOD.MERGE,
key: `${ONYXKEYS.COLLECTION.WORKSPACE_CARDS_LIST}${workspaceAccountID}_${bankName}`,
key: ONYXKEYS.CARD_LIST,
value: {
[cardID]: {
nameValuePairs: {
Expand All @@ -504,7 +504,7 @@ function setCompanyCardExportAccount(workspaceAccountID: number, cardID: string,
const failureData: OnyxUpdate[] = [
{
onyxMethod: Onyx.METHOD.MERGE,
key: `${ONYXKEYS.COLLECTION.WORKSPACE_CARDS_LIST}${workspaceAccountID}_${bankName}`,
key: ONYXKEYS.CARD_LIST,
value: {
[cardID]: {
nameValuePairs: {
Expand All @@ -523,7 +523,7 @@ function setCompanyCardExportAccount(workspaceAccountID: number, cardID: string,
const parameters: SetCompanyCardExportAccountParams = {
authToken,
cardID: Number(cardID),
exportAccountDetails: {[accountKey]: newAccount},
exportAccountDetails: JSON.stringify({[accountKey]: newAccount, [`${accountKey}_policy_id`]: policyID}),
};

API.write(WRITE_COMMANDS.SET_CARD_EXPORT_ACCOUNT, parameters, {optimisticData, finallyData, failureData});
Expand Down
2 changes: 1 addition & 1 deletion src/pages/ReportParticipantsPage.tsx
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Expand Up @@ -91,7 +91,7 @@ function ReportParticipantsPage({report, route}: ReportParticipantsPageProps) {
});

// Include the search bar when there are 8 or more active members in the selection list
const shouldShowTextInput = activeParticipants.length >= CONST.SHOULD_SHOW_MEMBERS_SEARCH_INPUT_BREAKPOINT;
const shouldShowTextInput = activeParticipants.length >= CONST.STANDARD_LIST_ITEM_LIMIT;

useEffect(() => {
if (!isFocused) {
Expand Down
2 changes: 1 addition & 1 deletion src/pages/RoomMembersPage.tsx
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Expand Up @@ -183,7 +183,7 @@ function RoomMembersPage({report, policies}: RoomMembersPageProps) {
// When offline, we want to include the pending members with delete action as they are displayed in the list as well
return !pendingMember || isOffline || pendingMember.pendingAction !== CONST.RED_BRICK_ROAD_PENDING_ACTION.DELETE;
});
return activeParticipants.length >= CONST.SHOULD_SHOW_MEMBERS_SEARCH_INPUT_BREAKPOINT;
return activeParticipants.length >= CONST.STANDARD_LIST_ITEM_LIMIT;
}, [participants, personalDetails, isOffline, report]);

useEffect(() => {
Expand Down
2 changes: 1 addition & 1 deletion src/pages/WorkspaceSwitcherPage/index.tsx
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Expand Up @@ -188,7 +188,7 @@ function WorkspaceSwitcherPage() {
ListItem={UserListItem}
sections={sections}
onSelectRow={selectPolicy}
textInputLabel={usersWorkspaces.length >= CONST.WORKSPACE_SWITCHER.MINIMUM_WORKSPACES_TO_SHOW_SEARCH ? translate('common.search') : undefined}
textInputLabel={usersWorkspaces.length >= CONST.STANDARD_LIST_ITEM_LIMIT ? translate('common.search') : undefined}
textInputValue={searchTerm}
onChangeText={setSearchTerm}
headerMessage={headerMessage}
Expand Down
2 changes: 1 addition & 1 deletion ...counting/netsuite/import/NetSuiteImportCustomFieldNew/NetSuiteCustomListSelectorModal.tsx
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Expand Up @@ -61,7 +61,7 @@ function NetSuiteCustomListSelectorModal({isVisible, currentCustomListValue, onC
},
],
headerMessage: isEmpty ? translate('common.noResultsFound') : '',
showTextInput: customListData.length > CONST.NETSUITE_CONFIG.NETSUITE_CUSTOM_LIST_LIMIT,
showTextInput: customListData.length > CONST.STANDARD_LIST_ITEM_LIMIT,
};
}, [debouncedSearchValue, policy?.connections?.netsuite?.options?.data?.customLists, translate, currentCustomListValue]);

Expand Down
4 changes: 2 additions & 2 deletions src/pages/workspace/companyCards/WorkspaceCompanyCardAccountSelectCardPage.tsx
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Expand Up @@ -33,7 +33,7 @@ function WorkspaceCompanyCardAccountSelectCardPage({route}: WorkspaceCompanyCard
const workspaceAccountID = PolicyUtils.getWorkspaceAccountID(policyID);
const [searchText, setSearchText] = useState('');

const [allBankCards] = useOnyx(`${ONYXKEYS.COLLECTION.WORKSPACE_CARDS_LIST}${workspaceAccountID}_${bank}`);
const [allBankCards] = useOnyx(`${ONYXKEYS.CARD_LIST}`);
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@narefyev91 Could you explain this change? I think using ONYXKEYS.COLLECTION.WORKSPACE_CARDS_LIST is correct on this page. please correct me If I am wrong

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@DylanDylann on src/pages/workspace/companyCards/WorkspaceCompanyCardDetailsPage.tsx - we show information which is coming from here:
Screenshot 2024-11-08 at 10 54 03

That's why any changes using ONYXKEYS.COLLECTION.WORKSPACE_CARDS_LIST was not shown on WorkspaceCompanyCardDetailsPage - because we are not using that key for showing card details

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@narefyev91 Could you please merge main and check again? It has been updated recently

const card = allBankCards?.[cardID];
const connectedIntegration = PolicyUtils.getConnectedIntegration(policy) ?? CONST.POLICY.CONNECTIONS.NAME.QBO;
const exportMenuItem = getExportMenuItem(connectedIntegration, policyID, translate, policy, card);
Expand Down Expand Up @@ -63,7 +63,7 @@ function WorkspaceCompanyCardAccountSelectCardPage({route}: WorkspaceCompanyCard
if (!exportMenuItem?.exportType) {
return;
}
CompanyCards.setCompanyCardExportAccount(workspaceAccountID, cardID, exportMenuItem.exportType, value, bank);
CompanyCards.setCompanyCardExportAccount(policyID, workspaceAccountID, cardID, exportMenuItem.exportType, value);

Navigation.goBack(ROUTES.WORKSPACE_COMPANY_CARD_DETAILS.getRoute(policyID, cardID, bank));
},
Expand Down
4 changes: 2 additions & 2 deletions src/pages/workspace/companyCards/WorkspaceCompanyCardDetailsPage.tsx
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Expand Up @@ -128,7 +128,7 @@ function WorkspaceCompanyCardDetailsPage({route}: WorkspaceCompanyCardDetailsPag
onPress={() => Navigation.navigate(ROUTES.WORKSPACE_COMPANY_CARD_NAME.getRoute(policyID, cardID, bank))}
/>
</OfflineWithFeedback>
{!!exportMenuItem && (
{exportMenuItem?.shouldShowMenuItem ? (
<OfflineWithFeedback
pendingAction={card?.nameValuePairs?.pendingFields?.exportAccountDetails}
errorRowStyles={[styles.ph5, styles.mb3]}
Expand All @@ -142,7 +142,7 @@ function WorkspaceCompanyCardDetailsPage({route}: WorkspaceCompanyCardDetailsPag
onPress={() => Navigation.navigate(ROUTES.WORKSPACE_COMPANY_CARD_EXPORT.getRoute(policyID, cardID, bank))}
/>
</OfflineWithFeedback>
)}
) : null}
<MenuItemWithTopDescription
shouldShowRightComponent={card?.isLoadingLastUpdated}
rightComponent={
Expand Down
32 changes: 23 additions & 9 deletions src/pages/workspace/companyCards/utils.tsx
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Expand Up @@ -21,6 +21,7 @@ type ExportIntegration = {
onExportPagePress: () => void;
data: SelectorType[];
exportType?: string;
shouldShowMenuItem?: boolean;
};

function getExportMenuItem(
Expand All @@ -32,38 +33,42 @@ function getExportMenuItem(
): ExportIntegration | undefined {
const currentConnectionName = PolicyUtils.getCurrentConnectionName(policy);

const {nonReimbursableExpensesExportDestination} = policy?.connections?.quickbooksOnline?.config ?? {};
const {nonReimbursableExpensesExportDestination, nonReimbursableExpensesAccount} = policy?.connections?.quickbooksOnline?.config ?? {};
const {export: exportConfig} = policy?.connections?.intacct?.config ?? {};
const {export: exportConfiguration} = policy?.connections?.xero?.config ?? {};
const config = policy?.connections?.netsuite?.options.config;
const {bankAccounts} = policy?.connections?.xero?.data ?? {};
const {creditCards, bankAccounts: quickbooksOnlineBankAccounts} = policy?.connections?.quickbooksOnline?.data ?? {};

switch (connectionName) {
case CONST.POLICY.CONNECTIONS.NAME.QBO: {
const type = nonReimbursableExpensesExportDestination ? translate(`workspace.qbo.accounts.${nonReimbursableExpensesExportDestination}`) : undefined;
const description = currentConnectionName && type ? translate('workspace.moreFeatures.companyCards.integrationExport', {integration: currentConnectionName, type}) : undefined;
let data: Account[];
let shouldShowMenuItem = true;
let title: string | undefined = '';
let exportType: string | undefined = '';
switch (nonReimbursableExpensesExportDestination) {
case CONST.QUICKBOOKS_NON_REIMBURSABLE_EXPORT_ACCOUNT_TYPE.CREDIT_CARD:
data = creditCards ?? [];
title = companyCard?.nameValuePairs?.exportAccountDetails?.quickbooks_desktop_export_account_credit;
title = companyCard?.nameValuePairs?.exportAccountDetails?.quickbooks_desktop_export_account_credit ?? nonReimbursableExpensesAccount?.name;
exportType = CONST.COMPANY_CARDS.EXPORT_CARD_TYPES.NVP_QUICKBOOKS_DESKTOP_EXPORT_ACCOUNT_CREDIT;
break;
case CONST.QUICKBOOKS_NON_REIMBURSABLE_EXPORT_ACCOUNT_TYPE.DEBIT_CARD:
data = quickbooksOnlineBankAccounts ?? [];
title = companyCard?.nameValuePairs?.exportAccountDetails?.quickbooks_online_export_account_debit;
title = companyCard?.nameValuePairs?.exportAccountDetails?.quickbooks_online_export_account_debit ?? nonReimbursableExpensesAccount?.name;
exportType = CONST.COMPANY_CARDS.EXPORT_CARD_TYPES.NVP_QUICKBOOKS_ONLINE_EXPORT_ACCOUNT_DEBIT;
break;
default:
shouldShowMenuItem = false;
data = [];
}

return {
description,
title,
exportType,
shouldShowMenuItem,
onExportPagePress: () => Navigation.navigate(ROUTES.POLICY_ACCOUNTING_QUICKBOOKS_ONLINE_EXPORT.getRoute(policyID)),
data: data.map((card) => ({
value: card.name,
Expand All @@ -77,10 +82,12 @@ function getExportMenuItem(
const type = translate('workspace.xero.xeroBankAccount');
const description = currentConnectionName && type ? translate('workspace.moreFeatures.companyCards.integrationExport', {integration: currentConnectionName, type}) : undefined;
const exportType = CONST.COMPANY_CARDS.EXPORT_CARD_TYPES.NVP_XERO_EXPORT_BANK_ACCOUNT;
const selectedAccount = (bankAccounts ?? []).find((bank) => bank.id === exportConfiguration?.nonReimbursableAccount);
return {
description,
exportType,
title: companyCard?.nameValuePairs?.exportAccountDetails?.xero_export_bank_account,
shouldShowMenuItem: true,
title: companyCard?.nameValuePairs?.exportAccountDetails?.xero_export_bank_account ?? selectedAccount?.name ?? bankAccounts?.[0]?.name ?? '',
onExportPagePress: () => Navigation.navigate(ROUTES.POLICY_ACCOUNTING_XERO_EXPORT.getRoute(policyID)),
data: getXeroBankAccounts(policy ?? undefined, exportConfiguration?.nonReimbursableAccount),
};
Expand All @@ -91,26 +98,28 @@ function getExportMenuItem(
: undefined;
let title: string | undefined = '';
let exportType: string | undefined = '';
let shouldShowMenuItem = true;
const description = currentConnectionName && type ? translate('workspace.moreFeatures.companyCards.integrationExport', {integration: currentConnectionName, type}) : undefined;
let data: SelectorType[];
switch (config?.nonreimbursableExpensesExportDestination) {
case CONST.NETSUITE_EXPORT_DESTINATION.VENDOR_BILL:
title = companyCard?.nameValuePairs?.exportAccountDetails?.netsuite_export_vendor;
data = getNetSuiteVendorOptions(policy ?? undefined, config?.defaultVendor);
title = companyCard?.nameValuePairs?.exportAccountDetails?.netsuite_export_vendor ?? data.find((exportVendor) => exportVendor.isSelected)?.text;
exportType = CONST.COMPANY_CARDS.EXPORT_CARD_TYPES.NVP_NETSUITE_EXPORT_VENDOR;
break;
case CONST.NETSUITE_EXPORT_DESTINATION.JOURNAL_ENTRY:
title = companyCard?.nameValuePairs?.exportAccountDetails?.netsuite_export_payable_account;
data = getNetSuitePayableAccountOptions(policy ?? undefined, config?.payableAcct);
title = companyCard?.nameValuePairs?.exportAccountDetails?.netsuite_export_payable_account ?? data.find((exportPayable) => exportPayable.isSelected)?.text;
exportType = CONST.COMPANY_CARDS.EXPORT_CARD_TYPES.NVP_NETSUITE_EXPORT_ACCOUNT;

break;
default:
shouldShowMenuItem = false;
data = [];
}
return {
description,
title,
shouldShowMenuItem,
exportType,
data,
onExportPagePress: () => Navigation.navigate(ROUTES.POLICY_ACCOUNTING_NETSUITE_EXPORT.getRoute(policyID)),
Expand All @@ -121,13 +130,18 @@ function getExportMenuItem(
const type = exportConfig?.nonReimbursable ? translate(`workspace.sageIntacct.nonReimbursableExpenses.values.${exportConfig.nonReimbursable}`) : undefined;
const description = currentConnectionName && type ? translate('workspace.moreFeatures.companyCards.integrationExport', {integration: currentConnectionName, type}) : undefined;
const activeDefaultVendor = getSageIntacctNonReimbursableActiveDefaultVendor(policy);
const data = isVendor ? getSageIntacctVendors(policy, activeDefaultVendor) : getSageIntacctCreditCards(policy, exportConfig?.nonReimbursableAccount);
const selectedAccount = data.find((account) => account.isSelected)?.text;

return {
description,
shouldShowMenuItem: true,
exportType: isVendor ? CONST.COMPANY_CARDS.EXPORT_CARD_TYPES.NVP_INTACCT_EXPORT_VENDOR : CONST.COMPANY_CARDS.EXPORT_CARD_TYPES.NVP_INTACCT_EXPORT_CHARGE_CARD,
title: isVendor ? companyCard?.nameValuePairs?.exportAccountDetails?.intacct_export_vendor : companyCard?.nameValuePairs?.exportAccountDetails?.intacct_export_charge_card,
title: isVendor
? companyCard?.nameValuePairs?.exportAccountDetails?.intacct_export_vendor ?? selectedAccount
: companyCard?.nameValuePairs?.exportAccountDetails?.intacct_export_charge_card ?? selectedAccount,
onExportPagePress: () => Navigation.navigate(ROUTES.POLICY_ACCOUNTING_SAGE_INTACCT_EXPORT.getRoute(policyID)),
data: isVendor ? getSageIntacctVendors(policy, activeDefaultVendor) : getSageIntacctCreditCards(policy, exportConfig?.nonReimbursableAccount),
data,
};
}
default:
Expand Down
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