[HOLD for payment 2024-08-29] [QBO Export] [$250] Display QBO auto-sync errors and RBRs in NewDot

[arosiclair]

• HELD on [QBO Export] Push QBO auto-sync errors to NewDot #44015

Part of QBO Export and Error Handling in NewDot

Main issue: https://github.com/Expensify/Expensify/issues/350150
Doc section: https://docs.google.com/document/d/1aQl-AK_F6IqszWYG2aEllTsD5x3h4b8Zu0XEG0LuQ08/edit#heading=h.pmmx5zp5s75j
Project: #wave-collect

Feature Description

As described in the doc, we need to display a RBR when there are errors in a policy connection’s last sync.

The RBR will show on the path to the integration connection settings (Avatar > Workspaces > [Workspace name] > Accounting > Connections):

• LHN Avatar: check if policy.connection.lastSync.isSuccessful is false in the Indicator
• InitialSettingsPage: add the same check to hasGlobalWorkspaceSettingsRBR
• WorkspaceInitialPage: add the same check to the connections menu item here
• PolicyAccountingPage: use policy.connection.lastSync.errorMessage to populate the errorText option for the QBO menu item here

When the error is a credentials error (policy.connection.lastSync.isAuthenticationError is true), we’ll replace the ‘Sync now’ option in the connection’s 3-dot menu with a ‘Reconnect’ option here. The option will restart the Quickbooks Auth flow as described in our initial QBO doc.

Manual Test Steps

Prerequisites

• Collect workspace with an admin and member
• Setup QBO integration connection

Steps

1. Log into QBO and disconnect the Expensify app (Menu > Apps > Overview > Expensify 3-dot menu > Disconnect)
2. Log into NewDot as the admin
3. Verify there's a RBR on the path: Avatar > Workspaces > [Workspace name] > Accounting > QBO
4. Verify a red error message appears on the connection explaining the issue
5. Select QBO’s 3-dot menu
6. Verify there’s a “Enter credentials” option
7. Select “Enter credentials”
8. Verify a new window opens to log into QBO

Automated Tests

• Add a test to IS verifying errorMessage and isAuthenticationError are set on the IntegrationLastSync
• Add an Auth test for SavePolicy verifying that an INTEGRATIONSMESSAGE action gets posted to the #admins room when the last sync is a failure

Upwork Automation - Do Not Edit

• Upwork Job URL: https://www.upwork.com/jobs/~01cc92666d46e99569
• Upwork Job ID: 1803462924011290436
• Last Price Increase: 2024-06-19

Issue Owner

Current Issue Owner: @muttmuure

[melvin-bot]

Job added to Upwork: https://www.upwork.com/jobs/~01cc92666d46e99569

[melvin-bot]

Triggered auto assignment to Contributor-plus team member for initial proposal review - @ishpaul777 (External)

[melvin-bot]

Triggered auto assignment to @puneetlath (NewFeature), see https://stackoverflowteams.com/c/expensify/questions/14418#:~:text=BugZero%20process%20steps%20for%20feature%20requests for more details. Please add this Feature request to a GH project, as outlined in the SO.

[melvin-bot]

⚠️ It looks like this issue is labelled as a New Feature but not tied to any GitHub Project. Keep in mind that all new features should be tied to GitHub Projects in order to properly track external CAP software time ⚠️

[melvin-bot]

Triggered auto assignment to Design team member for new feature review - @dubielzyk-expensify (NewFeature)

[ishpaul777]

weekly update: Still held on #44015

[lakchote]

Not held on #44015 anymore.

[melvin-bot]

Triggered auto assignment to @muttmuure (NewFeature), see https://stackoverflowteams.com/c/expensify/questions/14418#:~:text=BugZero%20process%20steps%20for%20feature%20requests for more details. Please add this Feature request to a GH project, as outlined in the SO.

[arosiclair]

I believe this will only need payment for @hungvu193's C+ reviews on these two PRs:

• [QBO Export] Show RBR on sync error #46671
• [QBO Export] feat: handling auto-sync errors #45251

but that's after deploy and the regression period.

[melvin-bot]

The solution for this issue has been 🚀 deployed to production 🚀 in version 9.0.23-0 and is now subject to a 7-day regression period 📆. Here is the list of pull requests that resolve this issue:

• [QBO Export] feat: handling auto-sync errors #45251

If no regressions arise, payment will be issued on 2024-08-29. 🎊

For reference, here are some details about the assignees on this issue:

• @hungvu193 requires payment through NewDot Manual Requests

[melvin-bot]

BugZero Checklist: The PR adding this new feature has been merged! The following checklist (instructions) will need to be completed before the issue can be closed:

• [@hungvu193] Please propose regression test steps to ensure the new feature will work correctly on production in further releases.
• [@muttmuure] Link the GH issue for creating/updating the regression test once above steps have been agreed upon.

[melvin-bot]

Payment Summary

Upwork Job

• Reviewer: @hungvu193 owed $750 via NewDot

BugZero Checklist (@muttmuure)

• I have verified the correct assignees and roles are listed above and updated the neccesary manual offers
• I have verified that there are no duplicate or incorrect contracts on Upwork for this job (https://www.upwork.com/ab/applicants/1803462924011290436/hired)
• I have paid out the Upwork contracts or cancelled the ones that are incorrect
• I have verified the payment summary above is correct

[hungvu193]

Regression test:

Prerequisites:

• Collect workspace with an admin and member
• Setup QBO (Xero) integration connection

Steps:

1. Log into QBO (Xero) and disconnect the Expensify app: Menu > Apps > Overview > Expensify 3-dot menu > Disconnect (Xero: 9 dots menu > Manage app connections -> Disconnect)
2. Log into NewDot as the admin
3. Verify there's an RBR on the path: Avatar > Workspaces > [Workspace name] > Accounting > QBO (Xero)
4. Verify a red error message appears on the connection explaining the issue
5. Select QBO's (Xero's) 3-dot menu
6. Verify there’s a “Enter credentials” option
7. Select “Enter credentials”
8. Verify a new window opens to log into QBO (Xero)
9. Enter the credentials and verify that you can connect to QBO (Xero) successfully.

Change integration:

1. Go to Accounting settings.
2. Open Other integrations.
3. Press connect.
4. Verify there is a confirmation modal.
5. Verify the flow is running correctly after pressing Confirm.
6. Verify new integration connection
7. All Connect buttons and integration flows were refactored. Verify that it is possible to add each integration:

• quickbooksOnline,
• xero,
• netsuite
• intact

[hungvu193]

Based on the scope that was added to #45251, Can I request a raise for the bounty of this issue 😄 ?

[melvin-bot]

@arosiclair, @hungvu193, @muttmuure Huh... This is 4 days overdue. Who can take care of this?

[muttmuure]

reviewing this tomorrow

[muttmuure]

How many PRs did you review in total?

[hungvu193]

We have 2 PRs:

• [QBO Export] feat: handling auto-sync errors #45251
• [QBO Export] Show RBR on sync error #46671

The first one (#45251) is a big PR, and we also added a lot of reactors to reuse the code.

[muttmuure]

Would $750 be about right?

[hungvu193]

Yes. Lovely 💪

[muttmuure]

$750 - @hungvu193

[muttmuure]

Added regression test. Please go ahead and request payment through ND

[garrettmknight]

$750 approved for @hungvu193