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[NO QA] Add Travel CR to all integrations#91027

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blimpich merged 14 commits into
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rodrigo-cr-all-integrations
May 20, 2026
Merged

[NO QA] Add Travel CR to all integrations#91027
blimpich merged 14 commits into
mainfrom
rodrigo-cr-all-integrations

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@rlinoz
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@rlinoz rlinoz commented May 18, 2026

Explanation of Change

When checking all the ECard CR integrations they all use the same fields, so instead of creating 4 different PRs this PR creates a TravelInvoicingContinuousReconciliationSection component and uses that in all advanced integrations settings

Fixed Issues

$ #90990
$ #90989
$ #90988
$ #90987

PROPOSAL:

Tests

  1. Enable the integration and Travel invoicing
  2. Go to Workspace > Integrations > Advanced
  3. Verify you can enable the continuous reconciliation and pick an account
  • Verify that no errors appear in the JS console

Offline tests

QA Steps

Will be fully tested with the IS changes

  • Verify that no errors appear in the JS console

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
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      • If any non-english text was added/modified, I used JaimeGPT to get English > Spanish translation. I then posted it in #expensify-open-source and it was approved by an internal Expensify engineer. Link to Slack message:
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  • I verified that component 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)
  • I verified that all JSX used for rendering exists in the render method
  • I verified that each 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

Screenshots/Videos

Screen.Recording.2026-05-18.at.20.41.40.mov
Screen.Recording.2026-05-18.at.20.44.40.mov
Screen.Recording.2026-05-18.at.20.46.06.mov

@rlinoz rlinoz self-assigned this May 18, 2026
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codecov Bot commented May 18, 2026

Codecov Report

✅ Changes either increased or maintained existing code coverage, great job!

Files with missing lines Coverage Δ
src/ROUTES.ts 17.53% <ø> (ø)
...nting/intacct/advanced/SageIntacctAdvancedPage.tsx 0.00% <ø> (ø)
.../advanced/DynamicQuickbooksDesktopAdvancedPage.tsx 0.00% <ø> (ø)
...TravelInvoicingContinuousReconciliationSection.tsx 0.00% <0.00%> (ø)
... and 27 files with indirect coverage changes

@rlinoz rlinoz changed the title Add Travel CR to all integrations [NO QA] Add Travel CR to all integrations May 18, 2026
@rlinoz rlinoz requested review from allgandalf and blimpich May 18, 2026 23:57
@rlinoz rlinoz marked this pull request as ready for review May 18, 2026 23:57
@rlinoz rlinoz requested review from a team as code owners May 18, 2026 23:57
@melvin-bot melvin-bot Bot requested review from huult and joekaufmanexpensify and removed request for a team May 18, 2026 23:57
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melvin-bot Bot commented May 18, 2026

@huult 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]

@melvin-bot melvin-bot Bot requested review from a team and flaviadefaria and removed request for a team May 18, 2026 23:57
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LGTM! Thanks!!

I just wonder if we should hold on merging the FE PR till BE changes are done for each integration, for now it's safe because of getIsTravelInvoicingEnabled since no customer has it, but we need to make sure that we complete the backend of these toggles before we onboarding new customers with these integrations

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LGTM! Thanks!!

I just wonder if we should hold on merging the FE PR till BE changes are done for each integration, for now it's safe because of getIsTravelInvoicingEnabled since no customer has it, but we need to make sure that we complete the backend of these toggles before we onboarding new customers with these integrations

Fair point! @rlinoz what do you think of this?

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Alternatively, lets just merge the component and remove imports, and i can import it as i add the integration for each setup,

Also why do we not import this component in netsuite ? do we not need it there?

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rlinoz commented May 20, 2026

Also why do we not import this component in netsuite ? do we not need it there?

Netsuite builds the screen in a different way, so I didn't bother refactoring, at least in this PR.

Alternatively, lets just merge the component and remove imports, and i can import it as i add the integration for each setup,

I prefer this to prevet the branch from getting stale, good idea.

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rlinoz commented May 20, 2026

Removed all usages

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:shipit:

LGTM, lets remove the Mobile-Expensify changes though

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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 that the composer does not automatically focus or open the keyboard on mobile unless explicitly intended. This includes checking that returning the app from the background does not unexpectedly open the keyboard.
  • I verified tests pass on all platforms & I tested again on:
    • Android: HybridApp
    • Android: mWeb Chrome
    • iOS: HybridApp
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
  • 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 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 either coming verbatim from figma or has been approved by marketing (in order to get marketing approval, ask the Bug Zero team member to add the Waiting for copy label to the issue)
    • 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.ts 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(theme.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 the PR modifies the UI (e.g. new buttons, new UI components, changing the padding/spacing/sizing, moving components, etc) or modifies the form input styles:
    • I verified that all the inputs inside a form are aligned with each other.
    • I added Design label and/or tagged @Expensify/design so the design team can review the changes.
  • 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.
  • For any bug fix or new feature in this PR, I verified that sufficient unit tests are included to prevent regressions in this flow.
  • 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: HybridApp
Android: mWeb Chrome
iOS: HybridApp
iOS: mWeb Safari
MacOS: Chrome / Safari

@blimpich blimpich merged commit b40dd01 into main May 20, 2026
38 checks passed
@blimpich blimpich deleted the rodrigo-cr-all-integrations branch May 20, 2026 16:13
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🚧 @blimpich has triggered a test Expensify/App build. You can view the workflow run here.

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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/blimpich in version: 9.3.79-1 🚀

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

Bundle Size Analysis (Sentry):

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No help site changes required for this PR.

This PR creates the shared TravelInvoicingContinuousReconciliationSection component and updates routing, but the component is not yet imported or rendered in any integration's advanced settings page. The "Sync travel invoicing settlements" toggle is not yet visible to users.

Help site docs should be updated when the follow-up PRs wire this component into the actual pages:

At that point, the Advanced settings sections in these docs will need a new bullet for the toggle:

  • Configure-Quickbooks-Online.md
  • Configure-QuickBooks-Desktop.md
  • Configure-Xero.md
  • Configure-Sage-Intacct.md
  • Configure-Netsuite.md

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🚀 Deployed to production by https://github.com/roryabraham in version: 9.3.79-4 🚀

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

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5 participants