[Wave Collect] [Xero/QBO] Update educational messages #42487

mananjadhav · 2024-05-22T18:40:17Z

Details

Fixed Issues

$ #42456
PROPOSAL:

Tests

Precondition:

Have workspaces with accounting and QBO or Xero integration enabled.

Test Steps: QBO

Open the workspace with QBO integration enabled.
From the menu list, click on Categories.
Verify it shows the content for categories with QBO link.
Repeat the same for Tags and Taxes.

Test Steps: Xero

Open the workspace with Xero integration enabled.
From the menu list, click on Categories.
Verify it shows the content for categories with Xero link.
Repeat the same for Tags and Taxes.

These options can't be changed when [integrated with other systems]

Verify that no errors appear in the JS console

Offline tests

QA Steps

Verify that no errors appear in the JS console

PR Author Checklist

Screenshots/Videos

Android: Native

android-xero-qbo-educational-messages.mov

Android: mWeb Chrome

mweb-chrome-xero-qbo-educational-messages.mov

iOS: Native

ios-xero-qbo-educational-messages.mov

iOS: mWeb Safari

mweb-safari-xero-qbo-educational-messages.mov

MacOS: Chrome / Safari

QBO Educational Messages EN

QBO Educational Messages ES

Xero Educational Messages EN

Xero Educational Messages ES

No Integration

More Features

MacOS: Desktop

desktop-xero-qbo-educational-message.mov

melvin-bot · 2024-05-22T20:00:18Z

@dukenv0307 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]

mananjadhav · 2024-05-22T20:00:31Z

@rushatgabhane @hungvu193 @lakchote This is ready for review.

mananjadhav · 2024-05-22T20:00:45Z

@dukenv0307 Please ignore this PR.

mananjadhav · 2024-05-22T20:01:19Z

Tagging @Expensify/design and @trjExpensify to verify the content and the styling.

trjExpensify · 2024-05-22T21:37:25Z

One more for the Accounting feature @mananjadhav, coming from here.

@Expensify/design when you review this PR, let us know if you want the spacing to be different. I think it looks good to me though. 👍 CC: @kevinksullivan

trjExpensify · 2024-05-22T21:41:21Z

I think we're missing a period at the end of each of these sentences:

Compare that to the "default" when not connected to accounting for example:

dubielzyk-expensify · 2024-05-23T03:02:04Z

The Settings button here should span the whole width. It looks 50% here:

@Expensify/design when you review this PR, let us know if you want the spacing to be different. I think it looks good to me though. 👍 CC: @kevinksullivan

Spacing wise I think it looks good, but I added an alternative way of doing this in Slack, but feel free to follow that up there

shawnborton · 2024-05-23T09:10:09Z

Good catch on the button width. Could have sworn we fixed that previously, so maybe we need a fresh pull of main or something?

trjExpensify · 2024-05-23T11:00:47Z

Good catch on the button width. Could have sworn we fixed that previously, so maybe we need a fresh pull of main or something?

Yeah, @s77rt didn't you fix those? 🤔

trjExpensify · 2024-05-23T11:06:51Z

@mananjadhav for the messages on the More features page, looks like we're going to change direction and not add those messages in-line anymore, but rather go with an approach whereby:

Tap/clicking on a locked toggle shows an alert modal (bottom drawer on mobile/centered modal on web)
The confirmation button takes you to the Accounting page to manage the integration settings

We're discussing and finalising copy here for context. If you'd prefer to revert the More features portion out of this PR and follow-up with it separately, we can do that too. 👍

s77rt · 2024-05-23T11:41:30Z

The button width should be fixed already. Merging main should fix this.

trjExpensify · 2024-05-23T17:34:27Z

@mananjadhav for the messages on the More features page, looks like we're going to change direction and not add those messages in-line anymore, but rather go with an approach whereby:

Tap/clicking on a locked toggle shows an alert modal (bottom drawer on mobile/centered modal on web)

The confirmation button takes you to the Accounting page to manage the integration settings

We're discussing and finalising copy here for context. If you'd prefer to revert the More features portion out of this PR and follow-up with it separately, we can do that too. 👍

Modal copy finalised for you, Manan:

mananjadhav · 2024-05-29T13:34:44Z

@s77rt Updated.

s77rt · 2024-05-29T13:37:49Z

src/pages/workspace/tags/WorkspaceTagsPage.tsx

@@ -320,7 +320,7 @@ function WorkspaceTagsPage({route}: WorkspaceTagsPageProps) {
                    cancelText={translate('common.cancel')}
                    danger
                />
-                {!isSmallScreenWidth && getHeaderText()}
+                {!isSmallScreenWidth || (tagList.length === 0 && !isLoading) && getHeaderText()}


Can you do same for the categories too?

Or can we remove the condition isSmallScreenWidth?

The isSmallScreenWidth check is added later in the SelectionScreen listHeaderComponent. It seems it was added intentionally. So not sure about that.

src/pages/workspace/taxes/WorkspaceTaxesPage.tsx

hungvu193

LGTM 🚀

s77rt · 2024-05-29T14:07:55Z

src/pages/workspace/tags/WorkspaceTagsPage.tsx

@@ -318,7 +320,7 @@ function WorkspaceTagsPage({route}: WorkspaceTagsPageProps) {
                    cancelText={translate('common.cancel')}
                    danger
                />
-                {!isSmallScreenWidth && getHeaderText()}
+                {(!isSmallScreenWidth || (tagList.length === 0 && !isLoading)) && getHeaderText()}


Suggested change

{(!isSmallScreenWidth || (tagList.length === 0 && !isLoading)) && getHeaderText()}

{(!isSmallScreenWidth || tagList.length === 0 || isLoading) && getHeaderText()}

s77rt · 2024-05-29T14:15:03Z

Reviewer Checklist

I have verified the author checklist is complete (all boxes are checked off).
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Screenshots/Videos

Android: Native

Android: mWeb Chrome

Networking issue

iOS: Native

iOS: mWeb Safari

MacOS: Chrome / Safari

MacOS: Desktop

shawnborton · 2024-05-30T05:42:51Z

Can we get some updated screenshots/videos please? Happy to do the final design review once I see them!

lakchote · 2024-05-30T06:14:22Z

Can we get some updated screenshots/videos please? Happy to do the final design review once I see them!

@shawnborton I think the last ones from @s77rt are updated/the latest

shawnborton · 2024-05-30T06:17:39Z

@s77rt can you please update them to actually show the educational message flow? Or am I missing something perhaps?

hungvu193 · 2024-05-30T06:44:03Z

Here you are @shawnborton
For some reason, I can't connect to QBO at the moment.

Screen.Recording.2024-05-30.at.13.43.11.mov

shawnborton · 2024-05-30T06:49:26Z

Cool, that looks good. Are we still doing the modal pattern as well, like this?

hungvu193 · 2024-05-30T06:51:55Z

Cool, that looks good. Are we still doing the modal pattern as well, like this?

Yeah, we are. It was handled separately in this PR.

shawnborton · 2024-05-30T06:53:41Z

Ah okay, apologies for the confusion. Consider this approved from a design-perspective then!

hungvu193 · 2024-05-30T06:54:54Z

All yours @lakchote

OSBotify · 2024-05-30T21:55:35Z

🚀 Deployed to staging by https://github.com/lakchote in version: 1.4.77-11 🚀

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

OSBotify · 2024-05-30T22:32:05Z

🚀 Deployed to staging by https://github.com/lakchote in version: 1.4.77-11 🚀

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

OSBotify · 2024-06-04T13:58:07Z

🚀 Deployed to production by https://github.com/mountiny in version: 1.4.78-5 🚀

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

mananjadhav added 2 commits May 23, 2024 00:01

fix: replace connection name

539c063

feat: added content for taxes page

0dea1e1

mananjadhav changed the base branch from main to xero-merge-freeze May 22, 2024 18:40

mananjadhav added 6 commits May 23, 2024 00:13

fix: update translate path

d46d6f6

feat: footer text for more features

3cb3179

feat: added content for more features

3bf7309

fix: add margin

9cb30ef

refactor: prettier fix

83f4c84

fix: update styling

6204f36

mananjadhav marked this pull request as ready for review May 22, 2024 20:00

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melvin-bot bot requested review from dukenv0307 and removed request for a team May 22, 2024 20:00

trjExpensify requested a review from a team May 22, 2024 21:35

trjExpensify assigned mananjadhav May 22, 2024

trjExpensify requested review from rushatgabhane and removed request for dukenv0307 May 22, 2024 23:39

lakchote self-requested a review May 23, 2024 06:28

mananjadhav requested a review from s77rt May 29, 2024 13:35

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src/pages/workspace/taxes/WorkspaceTaxesPage.tsx Outdated Show resolved Hide resolved

mananjadhav added 2 commits May 29, 2024 19:19

fix: show text in empty state

7151030

fix: boolean check

ab8563b

mananjadhav requested review from s77rt and hungvu193 May 29, 2024 13:53

hungvu193 approved these changes May 29, 2024

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s77rt suggested changes May 29, 2024

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refactor: simplify condition

ed9b9a9

s77rt approved these changes May 29, 2024

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lakchote merged commit 27b69f0 into Expensify:xero-merge-freeze May 30, 2024
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trjExpensify mentioned this pull request May 30, 2024

FIX the logic to check if there is an accounting connection in the workspace #42613

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Deploy Checklist: New Expensify 2024-05-30 #42872

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[HOLD for payment 2024-06-11] [Wave Collect] [Xero] Clean-up the educational messages when connected to QBO/Xero #42456

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[Wave Collect] [Xero/QBO] Update educational messages #42487

[Wave Collect] [Xero/QBO] Update educational messages #42487

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	{(!isSmallScreenWidth \|\| (tagList.length === 0 && !isLoading)) && getHeaderText()}
	{(!isSmallScreenWidth \|\| tagList.length === 0 \|\| isLoading) && getHeaderText()}

[Wave Collect] [Xero/QBO] Update educational messages #42487

[Wave Collect] [Xero/QBO] Update educational messages #42487

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mananjadhav commented May 22, 2024 • edited Loading

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