Fix Customers and Projects to not have option as Sage Intacct Employee Default

[SzymczakJ]

Details

This PR blocks Customer and Projects mapping from having Sage Intacct Employee Default. I've also found one thing in the docs, that wasn't implemented(quote from design doc):

Mapping to Sage Intacct employee default is only available if you choose to export as an Expense Report which uses the employee record in Sage Intacct. If they choose to export as a Vendor Bill, you will not be able to see the Sage Intacct employee default selection for any tags.

so this PR also fixes this issue, by not allowing to choose Sage Intacct Employee Default, when Export is set to Vendor BIll and also switching every mapping from Sage Intacct Employee Default to Tag when we switch to Vendor Bill.

Fixed Issues

$ #45823
PROPOSAL: N/A

Tests

1. Head to Workspace settings
2. Head to Accounting
3. Connect to Sage Intacct
4. Make sure that Customers and Locations mapping cannot be set to employee default option
5. Set Export out-of-pocket expenses as Vendor bills

6. Make sure that every mapping cannot be set to employee default option
7. Switch back out-of-pocket expenses to Expense reports and make sure that you can set Locations, Departments and Classes to employee default option.

Offline tests

QA Steps

Same as tests

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
  • MacOS: Desktop
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    • If any non-english text was added/modified, I verified the translation was requested/reviewed in #expensify-open-source and it was approved by an internal Expensify engineer. Link to Slack message:
  • 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.
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• 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.
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Screenshots/Videos

Android: Native

android.mov

Android: mWeb Chrome

androidweb.mov

iOS: Native

ios.mov

iOS: mWeb Safari

iosweb.mov

MacOS: Chrome / Safari

web.mov

MacOS: Desktop

desktop.mov

[war-in]

LGTM 🚀

[war-in]

Nit: maybe we could build an array with those consts and check if it includes mapping 🤔
But there are only two of them so it's up to you :)

Suggested change

	mappingName !== CONST.SAGE_INTACCT_CONFIG.MAPPINGS.CUSTOMERS &&
	mappingName !== CONST.SAGE_INTACCT_CONFIG.MAPPINGS.PROJECTS &&
	![CONST.SAGE_INTACCT_CONFIG.MAPPINGS.CUSTOMERS,
	CONST.SAGE_INTACCT_CONFIG.MAPPINGS.PROJECTS
	].includes(mappingName) &&

[melvin-bot]

@jayeshmangwani 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]

[SzymczakJ]

@hungvu193 since you have context, can you take a look? 🙏

[hungvu193]

Sure thing. I'll review today 😄

[hungvu193]

@SzymczakJ One question, Should we delete the value of Customer's Displayed as value if it was already SageIntacct Employee Default?

Screen.Recording.2024-08-01.at.10.39.18.mov

Similar other fields

Screen.Recording.2024-08-01.at.10.41.51.mov

[SzymczakJ]

That's a hard one for me.
When user will have a new account and new integration, then everything will be fine, because we won't give him the option to switch to Employee default when he shouldn't do it. The problem is with old accounts because some of them switched to Sage Intacct Employee default when we gave them that chance by mistake.
Adding migrateOnyx script is one of the options, but isn't that an overkill, since this feature came out of BETA like two days ago. Maybe we could ignore that few old workspaces that have wrong config and just tell everybody to create new ones for testing purposes. WDYT @hungvu193 @war-in

[war-in]

@SzymczakJ @hungvu193 I think we should ignore this because Sage Intacct is still in beta on production (it's not possible to access it on prod).

and just tell everybody to create new ones for testing purposes

They don't even have to create a new workspace. They just need to change the selection in settings

[hungvu193]

@SzymczakJ Can you please resolve conflicts in the meantime?

[hungvu193]

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 tests pass on all platforms & I tested again on:
  • Android: Native
  • Android: mWeb Chrome
  • iOS: Native
  • iOS: mWeb Safari
  • MacOS: Chrome / Safari
  • MacOS: Desktop
• 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 the left part of a conditional rendering a React component is a boolean and NOT a string, e.g. myBool && <MyComponent />.
  • 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)
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• 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.
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• 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.
• 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: Native

Screen.Recording.2024-08-02.at.15.04.44.mov

Android: mWeb Chrome

Screen.Recording.2024-08-02.at.14.51.09.mov

iOS: Native

Screen.Recording.2024-08-02.at.15.00.59.mov

iOS: mWeb Safari

Screen.Recording.2024-08-02.at.14.50.05.mov

MacOS: Chrome / Safari

Screen.Recording.2024-08-02.at.14.34.30.mov

MacOS: Desktop

Screen.Recording.2024-08-02.at.14.36.51.mov

[hungvu193]

LGTM

[melvin-bot]

We did not find an internal engineer to review this PR, trying to assign a random engineer to #45823 as well as to this PR... Please reach out for help on Slack if no one gets assigned!

[OSBotify]

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🚀 Deployed to production by https://github.com/marcaaron in version: 9.0.17-2 🚀

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

[OSBotify]

🚀 Deployed to production by https://github.com/marcaaron in version: 9.0.17-2 🚀

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