Use policy achAccount instead of reimbursementAccount in WorkspaceWorkflow by nkuoch · Pull Request #38395 · Expensify/App

nkuoch · 2024-03-15T13:20:13Z

HOLD on https://github.com/Expensify/Auth/pull/10222

Details

Fixed Issues

$ #38200

Tests

From oldDot:

From a paid Plan workspace, add an OPEN verified bank account with the test credentials

From newDot, you should see it in your workspace workflows settings:

Toggle off "Make or Track Payments".
Settings should stick

Toggle it on again and click on Connect

Try to readd the same bank account. You shouldn't have to redo all steps, as the bank account was still attached to your personal bank account, so we automatically retreived all the info.

Click on Disconnect. Workflow should show back "Connect Bank Account"

Offline tests

N/A

QA Steps

Same as Tests

PR Author Checklist

Screenshots/Videos

Android: Native

Android: mWeb Chrome

iOS: Native

iOS: mWeb Safari

MacOS: Chrome / Safari

MacOS: Desktop

…kflow

melvin-bot · 2024-03-26T10:54:35Z

@getusha 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]

nkuoch · 2024-03-26T10:58:00Z

Main is currently broken, so I tested this with this fix.

luacmartins

Looking good and tests well. Just one small comment

src/pages/workspace/workflows/WorkspaceWorkflowsPage.tsx

luacmartins · 2024-03-26T16:50:04Z

We also got conflicts now.

nkuoch · 2024-03-26T18:11:20Z

updated

getusha · 2024-03-26T19:27:51Z

Reviewer Checklist

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Screenshots/Videos

Android: Native

Screen.Recording.2024-03-27.at.2.33.51.in.the.afternoon.mov

Android: mWeb Chrome

Screen.Recording.2024-03-27.at.1.16.16.in.the.afternoon.mov

iOS: Native

Screen.Recording.2024-03-27.at.1.57.54.in.the.afternoon.mov

iOS: mWeb Safari

Screen.Recording.2024-03-27.at.1.39.22.in.the.afternoon.mov

MacOS: Chrome / Safari

Screen.Recording.2024-03-27.at.1.07.42.in.the.afternoon.mov

MacOS: Desktop

Screen.Recording.2024-03-27.at.3.01.54.in.the.afternoon.mov

getusha · 2024-03-27T12:11:25Z

This is the offline behavior; is there there is anything we can do? @luacmartins @nkuoch

Press on the Bank account
Enable offline mode
Disconnect the BA

Screen.Recording.2024-03-27.at.3.05.49.in.the.afternoon.mov

Screen.Recording.2024-03-27.at.3.09.33.in.the.afternoon.mov

After returning online after disabling it offline

Screen.Recording.2024-03-27.at.3.12.38.in.the.afternoon.mov

nkuoch · 2024-03-27T15:46:03Z

Will be fixed with https://github.com/Expensify/Auth/pull/10349 and https://github.com/Expensify/Web-Expensify/pull/41462

luacmartins · 2024-03-27T16:23:03Z

@nkuoch lint is failing

getusha

LGTM & tests well. just one minor comment.

getusha · 2024-03-27T16:28:30Z

src/pages/workspace/workflows/WorkspaceWorkflowsPage.tsx

                            onPress={() => {
+                                if (isOffline || !isPolicyAdmin) {
+                                    return;
+                                }


Suggested change

onPress={() => {

if (isOffline || !isPolicyAdmin) {

return;

}

disabled={isOffline || !isPolicyAdmin}

onPress={() => {

melvin-bot · 2024-03-27T16:29:25Z

@cead22 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]

nkuoch · 2024-03-28T08:54:17Z

updated

OSBotify · 2024-03-28T13:13:15Z

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

OSBotify · 2024-03-29T02:27:05Z

🚀 Deployed to staging by https://github.com/luacmartins in version: 1.4.58-0 🚀

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

OSBotify · 2024-04-02T11:03:21Z

🚀 Deployed to production by https://github.com/Beamanator in version: 1.4.58-8 🚀

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

rayane-d · 2024-05-03T16:20:25Z

src/pages/workspace/workflows/WorkspaceWorkflowsPage.tsx

-        const hasVBA = state === BankAccount.STATE.OPEN;
-        const bankDisplayName = bankName ? `${bankName} ${accountNumber ? `${accountNumber.slice(-5)}` : ''}` : '';
+        const {accountNumber, addressName, bankName} = policy?.achAccount ?? {};
+        const hasVBA = !!policy?.achAccount;


Hey, this PR caused a bug: Disconnected bank account is still displayed on bank account preview on Workflows page.
It has been handled but just FYI,
Whether the bank name shows up in the bank account preview on the workspace workflows page depends on the policy's achAccount. But when we disconnect the bank account, we forget to set achAccount to null in optimistic data. So, even after disconnecting, the bank account preview still appears until we get response from backend.
More details here - #39439 (comment)

ikevin127 · 2024-05-30T21:48:09Z

src/pages/workspace/workflows/WorkspaceWorkflowsPage.tsx

-        const hasVBA = state === BankAccount.STATE.OPEN;
-        const bankDisplayName = bankName ? `${bankName} ${accountNumber ? `${accountNumber.slice(-5)}` : ''}` : '';
+        const {accountNumber, addressName, bankName} = policy?.achAccount ?? {};
+        const hasVBA = !!policy?.achAccount;


This change also caused issue #39947 where we don't yet have a bank account added and because the achAccount: {reimburser: reimburserEmail} is set everytime we toggle "Make or track payments", the UI ends up looking like we have a bank account added because of this check, when we don't actually have a bank account added yet.

nkuoch self-assigned this Mar 15, 2024

nkuoch changed the title ~~Use policy achAccount instead of reimbursementAccount in WorkspaceWor…~~ Use policy achAccount instead of reimbursementAccount in WorkspaceWorkflow Mar 15, 2024

nkuoch force-pushed the nat-workflow branch 2 times, most recently from af00aed to 65fe96b Compare March 15, 2024 14:38

nkuoch force-pushed the nat-workflow branch from 65fe96b to 64b36c7 Compare March 22, 2024 17:31

Use policy achAccount instead of reimbursementAccount in WorkspaceWor…

9af39f6

…kflow

nkuoch force-pushed the nat-workflow branch from 64b36c7 to 9af39f6 Compare March 26, 2024 10:16

nkuoch marked this pull request as ready for review March 26, 2024 10:54

nkuoch requested a review from a team as a code owner March 26, 2024 10:54

melvin-bot bot requested review from getusha and removed request for a team March 26, 2024 10:54

luacmartins self-requested a review March 26, 2024 15:26

luacmartins reviewed Mar 26, 2024

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src/pages/workspace/workflows/WorkspaceWorkflowsPage.tsx Outdated Show resolved Hide resolved

nkuoch added 3 commits March 26, 2024 18:11

Fix displayName

bb7f77c

Merge branch 'main' into nat-workflow

8dc35ac

Add back OnyxData, but with Policy loading key

354a2f6

nkuoch force-pushed the nat-workflow branch from 36b392d to 354a2f6 Compare March 26, 2024 17:47

luacmartins previously approved these changes Mar 26, 2024

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rlinoz mentioned this pull request Mar 26, 2024

Replaces usage of reimburserEmail with achAccount.reimburser #39017

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50 tasks

Prevent opening vbba modal if offline

f597bea

nkuoch dismissed luacmartins’s stale review via f597bea March 27, 2024 15:50

luacmartins previously approved these changes Mar 27, 2024

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getusha approved these changes Mar 27, 2024

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melvin-bot bot requested a review from cead22 March 27, 2024 16:29

Fix lint and use disabled

25bb7e5

nkuoch dismissed luacmartins’s stale review via 25bb7e5 March 28, 2024 08:41

luacmartins approved these changes Mar 28, 2024

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luacmartins merged commit 4fbd218 into main Mar 28, 2024

luacmartins deleted the nat-workflow branch March 28, 2024 13:06

github-actions bot mentioned this pull request Mar 29, 2024

Deploy Checklist: New Expensify 2024-03-29 #39222

Closed

trjExpensify mentioned this pull request Apr 2, 2024

[HOLD for payment 2024-04-09] [Simplified Collect][Workflows] Bank account info still displayed in Make or track payments after disconnecting #38200

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rayane-d reviewed May 3, 2024

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rayane-d mentioned this pull request May 3, 2024

[HOLD for Payment 2024-04-30] [$500] BA - Disconnected bank account is still displayed on bank account preview on Workflows page #39439

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ikevin127 reviewed May 30, 2024

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ikevin127 mentioned this pull request May 30, 2024

[HOLD for payment 2024-06-06] [$500] [Workflows] Bank account and Authorized payer buttons displayed instead of Connect bank account #39947

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