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Handle the error with journal entry when tax is enabled #41520

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Merged
hayata-suenaga merged 21 commits into from
May 15, 2024
Merged

Handle the error with journal entry when tax is enabled #41520

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d5812cf
don not toggle switch on when export is set to jounal entry
teneeto May 2, 2024
d04a7a0
fix QBO undefined error for country check
teneeto May 2, 2024
0453720
add taxesJournalEntrySwitchNote for english and spanish translations
teneeto May 2, 2024
a2eae45
add reason why taxes can't toggle
teneeto May 2, 2024
1ae5a20
disable toggle when journal entry is selected
teneeto May 2, 2024
85a8447
translate first part taxesJournalEntrySwitchNote
teneeto May 2, 2024
0276320
add full translation for taxesJournalEntrySwitchNote
teneeto May 2, 2024
0f13f6c
Merge branch 'main' of github.com:teneeto/Expensify into fix/41042/ha…
teneeto May 2, 2024
f0cf4ef
fix tsc
teneeto May 2, 2024
1e17771
Merge branch 'main' of github.com:teneeto/Expensify into fix/41042/ha…
teneeto May 2, 2024
df6a3dd
update error field
teneeto May 3, 2024
cfa0aa1
Update src/languages/es.ts
teneeto May 3, 2024
09a2bb1
Update src/pages/workspace/accounting/qbo/import/QuickbooksTaxesPage.tsx
teneeto May 3, 2024
c1f4c3c
remove isTaxSwitchOn condition
teneeto May 3, 2024
38f7484
Journal entry should not show even when locations are enabled
teneeto May 3, 2024
54dbdf5
Merge branch 'main' of github.com:teneeto/Expensify into fix/41042/ha…
teneeto May 6, 2024
bbaf3b7
Merge branch 'main' of github.com:teneeto/Expensify into fix/41042/ha…
teneeto May 7, 2024
ccd10b0
Merge branch 'main' of github.com:teneeto/Expensify into fix/41042/ha…
teneeto May 9, 2024
0baa214
Merge branch 'main' of github.com:teneeto/Expensify into fix/41042/ha…
teneeto May 10, 2024
1861a11
Merge branch 'main' of github.com:teneeto/Expensify into fix/41042/ha…
teneeto May 13, 2024
b44b907
update check for disabled toggle
teneeto May 14, 2024
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2 changes: 2 additions & 0 deletions src/languages/en.ts
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Expand Up @@ -1925,6 +1925,8 @@ export default {
customersDescription: 'Choose whether to import customers/projects and see where customers/projects are displayed.',
locationsDescription: 'Choose whether to import locations, and see where locations are displayed.',
taxesDescription: 'Choose whether to import tax rates and tax defaults from your accounting integration.',
taxesJournalEntrySwitchNote:
'Note: QuickBooks Online does not support a field for tax on Journal Entry exports. Change your export preference to Vendor Bill or Check to import taxes.',
locationsAdditionalDescription:
'Locations are imported as Tags. This limits exporting expense reports as Vendor Bills or Checks to QuickBooks Online. To unlock these export options, either disable Locations import or upgrade to the Control Plan to export Locations encoded as a Report Field.',
export: 'Export',
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2 changes: 2 additions & 0 deletions src/languages/es.ts
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Expand Up @@ -1949,6 +1949,8 @@ export default {
customersDescription: 'Elige si queres importar clientes/proyectos y donde los clientes/proyectos son mostrados.',
locationsDescription: 'Elige si quieres importar lugares y donde los lugares son mostrados.',
taxesDescription: 'Elige si quires importar las tasas de impuestos y los impuestos por defecto de tu integración de contaduría.',
taxesJournalEntrySwitchNote:
'Nota: QuickBooks Online no admite un campo para impuestos al exportar entradas en el libro diario. Cambia tu preferencia de exportación a Factura de Proveedor o Cheque para importar impuestos.',
locationsAdditionalDescription:
'Los lugares son importados como Etiquegas. Esto limita a exportar los informes de gastos como Factura del Proveedor o Cheques a Quicbooks Online. Para desbloquear estas opciones de exportación desactiva la importación de Lugares o cambia al Plan Control para exportar Lugares como Campos de Informes.',
export: 'Exportar',
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2 changes: 1 addition & 1 deletion src/pages/workspace/accounting/qbo/export/QuickbooksOutOfPocketExpenseConfigurationPage.tsx
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Expand Up @@ -23,7 +23,7 @@ function QuickbooksOutOfPocketExpenseConfigurationPage({policy}: WithPolicyConne
const isTaxesEnabled = Boolean(syncTax);
const shouldShowTaxError = isTaxesEnabled && reimbursableExpensesExportDestination === CONST.QUICKBOOKS_REIMBURSABLE_ACCOUNT_TYPE.JOURNAL_ENTRY;
const shouldShowLocationError = isLocationEnabled && reimbursableExpensesExportDestination !== CONST.QUICKBOOKS_REIMBURSABLE_ACCOUNT_TYPE.JOURNAL_ENTRY;
const hasErrors = Boolean(errorFields?.exportEntity) || shouldShowTaxError || shouldShowLocationError;
const hasErrors = Boolean(errorFields?.reimbursableExpensesExportDestination) || shouldShowTaxError || shouldShowLocationError;

return (
<AccessOrNotFoundWrapper
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2 changes: 1 addition & 1 deletion src/pages/workspace/accounting/qbo/export/QuickbooksOutOfPocketExpenseEntitySelectPage.tsx
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Expand Up @@ -46,7 +46,7 @@ function QuickbooksOutOfPocketExpenseEntitySelectPage({policy}: WithPolicyConnec
text: translate(`workspace.qbo.accounts.journal_entry`),
keyForList: CONST.QUICKBOOKS_REIMBURSABLE_ACCOUNT_TYPE.JOURNAL_ENTRY,
isSelected: reimbursableExpensesExportDestination === CONST.QUICKBOOKS_REIMBURSABLE_ACCOUNT_TYPE.JOURNAL_ENTRY,
isShown: !isTaxesEnabled || isLocationsEnabled,
isShown: !isTaxesEnabled,
},
{
value: CONST.QUICKBOOKS_REIMBURSABLE_ACCOUNT_TYPE.VENDOR_BILL,
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6 changes: 5 additions & 1 deletion src/pages/workspace/accounting/qbo/import/QuickbooksTaxesPage.tsx
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Expand Up @@ -19,7 +19,9 @@ function QuickbooksTaxesPage({policy}: WithPolicyProps) {
const {translate} = useLocalize();
const styles = useThemeStyles();
const policyID = policy?.id ?? '';
const {syncTax, pendingFields} = policy?.connections?.quickbooksOnline?.config ?? {};
const {syncTax, pendingFields, reimbursableExpensesExportDestination} = policy?.connections?.quickbooksOnline?.config ?? {};
const isJournalExportEntity = reimbursableExpensesExportDestination === CONST.QUICKBOOKS_REIMBURSABLE_ACCOUNT_TYPE.JOURNAL_ENTRY;

return (
<AccessOrNotFoundWrapper
accessVariants={[CONST.POLICY.ACCESS_VARIANTS.ADMIN]}
Expand All @@ -44,10 +46,12 @@ function QuickbooksTaxesPage({policy}: WithPolicyProps) {
accessibilityLabel={translate('workspace.accounting.taxes')}
isOn={!!syncTax}
onToggle={() => Connections.updatePolicyConnectionConfig(policyID, CONST.POLICY.CONNECTIONS.NAME.QBO, CONST.QUICK_BOOKS_CONFIG.SYNC_TAX, !syncTax)}
disabled={!syncTax && isJournalExportEntity}
/>
</View>
</OfflineWithFeedback>
</View>
{isJournalExportEntity && <Text style={[styles.mutedNormalTextLabel, styles.pt2]}>{translate('workspace.qbo.taxesJournalEntrySwitchNote')}</Text>}
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@rojiphil rojiphil May 10, 2024

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The hint text does not seem right for the above-mentioned scenario i.e. when the syncTax is true
Journal Entry export is set).
A separate hint text may be better here for this specific scenario
What do you think?

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@hayata-suenaga hayata-suenaga May 10, 2024 •
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Something like !syncTax && isJournalExportEntity could solve this problem.

Yes I agree.

@teneeto, could you remind me if we have an error message on the frontend side for the rare case of Journal Entry is selected while the syncTax is on (when the configuration was changed in Expensify Classic, etc).

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@hayata-suenaga hayata-suenaga May 10, 2024 •
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@teneeto, could you remind me if we have an error message on the frontend side for the rare case of Journal Entry is selected while the syncTax is one (when the configuration was changed in Expensify Classic, etc).

Checked the code, and we display this error message when the above misconfiguration happens here. Should we do the same for the Tax toggle, too on the QuickbooksTaxesPage? (instead of displaying the hint text)?

Screenshot 2024-05-10 at 12 09 15 PM

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@hayata-suenaga hayata-suenaga May 10, 2024 •
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@teneeto, or do we already have an error message for the above case, too?

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@teneeto teneeto May 13, 2024

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Let me confirm

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@hayata-suenaga hayata-suenaga May 14, 2024

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There are no error fields here. should we add here?

Please see the comment below 😄

we will probably move the error handling to the backend. We don't have to do this on the front end. Please ignore this comment ⬇️

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@hayata-suenaga hayata-suenaga May 14, 2024

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Is there any change I'll need to make?

Thank you for reminding where the UI copy came from. I agree with @rojiphil on the following point:

The hint text does not seem right for the above-mentioned scenario i.e. when the syncTax is true
Journal Entry export is set).

I think we should have the same condition as what @rojiphil suggested -> !syncTax && isJournalExportEntity to display this hint message

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@teneeto teneeto May 14, 2024

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ok

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@hayata-suenaga hayata-suenaga May 15, 2024

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@teneeto, can you modify the code according to my suggestion here?

What the user needs to do in this case (!syncTax && isJournalExportEntity) is to toggle off the Switch and the hint text can be misleading

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@hayata-suenaga hayata-suenaga May 15, 2024

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it's rare case anyway, so I gonna address this change when I make a backend change to handle errors on the backend side 👍

</ScrollView>
</ScreenWrapper>
</AccessOrNotFoundWrapper>
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