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[QBD] Handle the syncing for QBD #50500

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hoangzinh
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@hoangzinh hoangzinh commented Oct 9, 2024

Details

Fixed Issues

$ #49698
PROPOSAL:

Tests

Same as Tests

  • Verify that no errors appear in the JS console

Offline tests

Can't test when offline

QA Steps

Prerequisites: Turn on Beta quickbooksDesktopOnNewDot on your account

In Web/Desktop

  1. Sign in on an account that enabled beta quickbooksDesktopOnNewDot
  2. Go to any Workspace -> Accounting
  3. Click on "Connect" button next to "Quickbooks Desktop" integration
  4. Click on "Done" button on "QuickBooks Desktop setup" page
  5. Verify that it starts to sync data from QBD
  6. Verify that after a few seconds, it shows a connection error
  7. Click on three-dot menu on the right of "Quickbooks Desktop" integration
  8. Verify it shows "Reinstall connector" menu
  9. Click on "Reinstall connector" menu
  10. Verify it opens QuickBooks Desktop setup page
  11. Follow steps here
  12. Back to ND, click on "Done" button on "QuickBooks Desktop setup" page
  13. Verify that it syncs data successfully from QBD
  • Verify that no errors appear in the JS console

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
  • I verified there are no console errors (if there's a console error not related to the PR, report it or open an issue for it to be fixed)
  • I followed proper code patterns (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
      • 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.
    • 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 followed the guidelines as stated in the Review Guidelines
  • I tested other components that can be impacted by my changes (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar are working as expected)
  • I verified all code is DRY (the PR doesn't include any logic written more than once, with the exception of tests)
  • I verified any variables that can be defined as constants (ie. in CONST.js or at the top of the file that uses the constant) are defined as such
  • I verified that if a function's arguments changed that all usages have also been updated correctly
  • If any new file was added I verified that:
    • The file has a description of what it does and/or why is needed at the top of the file if the code is not self explanatory
  • If a new CSS style is added I verified that:
    • A similar style doesn't already exist
    • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(theme.componentBG))
  • 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.
  • If the PR modifies a generic component, I tested and verified that those changes do not break usages of that component in the rest of the App (i.e. if a shared library or component like Avatar is modified, I verified that Avatar is working as expected in all cases)
  • 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.

Screenshots/Videos

Android: Native

N/A

Android: mWeb Chrome

N/A

iOS: Native

N/A

iOS: mWeb Safari

N/A

MacOS: Chrome / Safari
Screen.Recording.2024-10-17.at.22.36.42.web.part.1.mov
Screen.Recording.2024-10-17.at.22.34.57.web.part.2.mov
MacOS: Desktop
Screen.Recording.2024-10-17.at.22.40.02.desktop.part.1.mov
Screen.Recording.2024-10-17.at.23.11.04.desktop.part.2.mov

@hoangzinh hoangzinh force-pushed the 49698-handle-syncing-for-QBD-connection branch from 97f6bd0 to 20c480b Compare October 11, 2024 10:32
@hoangzinh
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@lakchote It's an edge case but behavior is different between OldDot and ND.

  • In OD, on the setup link screen, if user does nothing and clicks "done", it will show an error message
  • In ND, on the setup link screen, if user does nothing and clicks "done", it shows sync statues then not show error messages
Screen.Recording.2024-10-11.at.23.29.28.mov

Onyx data:
Screenshot 2024-10-11 at 23 34 11

@lakchote
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lakchote commented Oct 14, 2024

@hoangzinh

You should show an error message: Could not retrieve data from QuickBooks Desktop.

You can check for this error, by verifying if !lastSync.isConnected.

We should not display Last synced if in fact the user is not connected to QBD.

@hoangzinh
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@hoangzinh

You should show an error message: Could not retrieve data from QuickBooks Desktop.

You can check for this error, by verifying if !lastSync.isConnected.

We should not display Last synced if in fact the user is not connected to QBD.

I don't think it's the right direction @lakchote. The initial state of lastSync.isConnected is always false after user taps on "Connect" button on the right of QBD.

Screen.Recording.2024-10-14.at.18.17.29.mov

Based on the function to get sync error here, I think BE should return errorDate and errorMessage in this case

if (isSyncInProgress || isEmptyObject(connection?.lastSync) || connection?.lastSync?.isSuccessful !== false || !connection?.lastSync?.errorDate) {
return;
}
return `${syncError} ("${connection?.lastSync?.errorMessage}")`;

@lakchote
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@hoangzinh I've raised a PR so the backend properly sets the error message.

@hoangzinh
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Thanks @lakchote.

Comment on lines +3646 to +3658
case 'startingImportQBD':
case 'quickbooksDesktopImportMore':
return 'Importando datos desde QuickBooks Desktop';
case 'quickbooksDesktopImportTitle':
return 'Importando título';
case 'quickbooksDesktopImportApproveCertificate':
return 'Importando certificado de aprobación';
case 'quickbooksDesktopImportDimensions':
return 'Importando dimensiones';
case 'quickbooksDesktopImportSavePolicy':
return 'Importando política de guardado';
case 'quickbooksDesktopWebConnectorReminder':
return 'Aún sincronizando datos con QuickBooks... Por favor, asegúrate de que el Conector Web esté en funcionamiento';
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@lakchote
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@hoangzinh I've raised a PR so the backend properly sets the error message.

@hoangzinh it should be good now, can you test it?

@hoangzinh
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It doesn't work @lakchote. I tried to use the staging server, but Pusher event or API didn't return errorDate and errorMessage

Screen.Recording.2024-10-15.at.16.07.28.mov

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lakchote commented Oct 16, 2024

It doesn't work @lakchote. I tried to use the staging server, but Pusher event or API didn't return errorDate and errorMessage

I've taken a look yesterday and today. I'm currently investigating on the best way to approach this.

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Pinging you here @hoangzinh to retest in case you've missed my notifications on NewDot.

@lakchote
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Okay, I've retested it on my own and it seems to work well @francoisl:

Screen.Recording.2024-10-17.at.11.14.07.mov

@hoangzinh hoangzinh marked this pull request as ready for review October 17, 2024 16:12
@hoangzinh hoangzinh requested a review from a team as a code owner October 17, 2024 16:12
@melvin-bot melvin-bot bot requested review from suneox and removed request for a team October 17, 2024 16:12
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melvin-bot bot commented Oct 17, 2024

@suneox 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]

@hoangzinh
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Sorry @suneox. This PR will be reviewed by @ZhenjaHorbach and @lakchote. This is included in the QBD project

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ZhenjaHorbach commented Oct 17, 2024

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)
  • I verified all code is DRY (the PR doesn't include any logic written more than once, with the exception of tests)
  • I verified any variables that can be defined as constants (ie. in CONST.js or at the top of the file that uses the constant) are defined as such
  • If a new component is created I verified that:
    • A similar component doesn't exist in the codebase
    • All props are defined accurately and each prop has a /** comment above it */
    • The file is named correctly
    • The component has a clear name that is non-ambiguous and the purpose of the component can be inferred from the name alone
    • The only data being stored in the state is data necessary for rendering and nothing else
    • For Class Components, any internal methods passed to components event handlers are bound to this properly so there are no scoping issues (i.e. for onClick={this.submit} the method this.submit should be bound to this in the constructor)
    • Any internal methods bound to this are necessary to be bound (i.e. avoid this.submit = this.submit.bind(this); if this.submit is never passed to a component event handler like onClick)
    • All JSX used for rendering exists in the render method
    • The component has the minimum amount of code necessary for its purpose, and it is broken down into smaller components in order to separate concerns and functions
  • If any new file was added I verified that:
    • The file has a description of what it does and/or why is needed at the top of the file if the code is not self explanatory
  • If a new CSS style is added I verified that:
    • A similar style doesn't already exist
    • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(theme.componentBG)
  • 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.
  • If the PR modifies a generic component, I tested and verified that those changes do not break usages of that component in the rest of the App (i.e. if a shared library or component like Avatar is modified, I verified that Avatar is working as expected in all cases)
  • 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

NA

Android: mWeb Chrome

NA

iOS: Native

NA

iOS: mWeb Safari

NA

MacOS: Chrome / Safari

Error:

web-error.mov

Success:

web-done.mov
MacOS: Desktop

Error:

2024-10-18.13.46.20.mov

Success:

2024-10-18.13.49.14.mov

@ZhenjaHorbach
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ZhenjaHorbach commented Oct 17, 2024

Снимок экрана 2024-10-17 в 19 05 59

if an user is offline
I think the user should not be able to reinstall connector

CC: @lakchote

@hoangzinh
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if the user is offline
I think he should not be able to reinstall connector

Agreed. I updated in this commit dc7a92a

@ZhenjaHorbach
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Everything seems to be working good !

@melvin-bot melvin-bot bot requested a review from lakchote October 18, 2024 11:56
@lakchote lakchote merged commit 1e81aa8 into Expensify:main Oct 18, 2024
17 checks passed
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✋ This PR was not deployed to staging yet because QA is ongoing. It will be automatically deployed to staging after the next production release.

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🚀 Deployed to staging by https://github.com/lakchote in version: 9.0.51-1 🚀

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

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🚀 Deployed to production by https://github.com/yuwenmemon in version: 9.0.51-4 🚀

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

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🚀 Deployed to production by https://github.com/yuwenmemon in version: 9.0.51-4 🚀

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

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4 participants