[HOLD for payment 2024-08-14] [$250] Customers and Projects have option as `Sage Intacct Employee Default`

[m-natarajan]

If you haven’t already, check out our contributing guidelines for onboarding and email contributors@expensify.com to request to join our Slack channel!

---

Version Number: 9.0.10-2
Reproducible in staging?: y
Reproducible in production?: y
If this was caught during regression testing, add the test name, ID and link from TestRail:
Email or phone of affected tester (no customers):
Logs: https://stackoverflow.com/c/expensify/questions/4856
Expensify/Expensify Issue URL:
Issue reported by: @sakluger
Slack conversation: https://expensify.slack.com/archives/C049HHMV9SM/p1721402815163979

Action Performed:

Pre-testing requirement: Make sure that your test account is on the intacctOnNewExpensify beta

1. Open any workspace settings
2. Enable accounting
3. Connect to Intacct
4. Click on Import

Expected Result:

Customers and Projects dimensions should have Tag and Report field options only; Employee Default should not be an option

Actual Result:

Sage Intacct Employee Default shows as an option for Customers and Projects dimensions

NOTE: For me it projects is showing as Tags

Workaround:

unknown

Platforms:

Which of our officially supported platforms is this issue occurring on?

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

Screenshots/Videos

View all open jobs on GitHub

Upwork Automation - Do Not Edit

• Upwork Job URL: https://www.upwork.com/jobs/~01fea203f70b955c11
• Upwork Job ID: 1815806282266209115
• Last Price Increase: 2024-07-23

Issue Owner

Current Issue Owner: @stephanieelliott

[melvin-bot]

Triggered auto assignment to @stephanieelliott (Bug), see https://stackoverflow.com/c/expensify/questions/14418 for more details. Please add this bug to a GH project, as outlined in the SO.

[stephanieelliott]

Updated the issue body to be a bit more clear -- the Customer and Project dimensions should show the Report Field and Tag options ONLY; Employee Default should not show as an option for these dimensions and needs to be removed.

[melvin-bot]

Job added to Upwork: https://www.upwork.com/jobs/~01fea203f70b955c11

[melvin-bot]

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

[dominictb]

Proposal

Please re-state the problem that we are trying to solve in this issue.

Sage Intacct Employee Default shows as an option for Customers and Projects dimensions

What is the root cause of that problem?

After connecting to Sage intacct, BE returns Employee Default for Customer and Project

What changes do you think we should make in order to solve the problem?

1. We should fix BE to return Tags by default
2. In

App/src/pages/workspace/accounting/intacct/import/SageIntacctToggleMappingsPage.tsx

Line 95 in 2bb1d00

updateSageIntacctMappingValue(policyID, mappingName, CONST.SAGE_INTACCT_MAPPING_VALUE.DEFAULT);

We should change to CONST.SAGE_INTACCT_MAPPING_VALUE.TAG

Then remove employeeDefault in

App/src/pages/workspace/accounting/intacct/import/SageIntacctMappingsTypePage.tsx

Lines 29 to 35 in 2bb1d00

	{
	value: CONST.SAGE_INTACCT_MAPPING_VALUE.DEFAULT,
	text: translate('workspace.intacct.employeeDefault'),
	alternateText: translate('workspace.common.appliedOnExport'),
	keyForList: CONST.SAGE_INTACCT_MAPPING_VALUE.DEFAULT,
	isSelected: mappings?.[mappingName] === CONST.SAGE_INTACCT_MAPPING_VALUE.DEFAULT,
	},

We also can remove default mapping options in getDisplayTypeTranslationKey and getDisplayTypeTranslationKeys

What alternative solutions did you explore? (Optional)

NA