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Handle error in workspace's bank account page #15394

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merged 32 commits into from
Apr 20, 2023

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@aldo-expensify aldo-expensify commented Feb 23, 2023

Details

Handle errors when disconnecting VBBA from workspace and when restarting VBBA setup
Refactored code deciding to show ContinueBankAccountSetup making it more consistent across different cases (refresh with the workspace's VBBA page open, open for the first time the workspace's VBBA page, open for a second time the workspace's VBBA page, open the VBBA page directly using a URL)

Fixed Issues

$ #14999
PROPOSAL: GH_LINK_ISSUE(COMMENT)

Tests

Error setup: When needed, to easily force the backend to throw an error when using the command RestartBankAccountSetup, hardcode the bankAccountID sent in the request to 0 here:

The flows that end with an error in the view with the options "Continue with setup" / "Start over" should look like this:
image

With an account that has a workspace and no VBBA:

  • Login, go to Settings > Workspace > Connect with bank account: Should show buttons "Connect online with Plaid" / "Connect manually" and the url should be /bank-account/new
  • Login, go to Settings > Workspace > Connect with bank account, close RHN, go to Settings > Workspace > Connect with bank account again: Should show buttons "Connect online with Plaid" / "Connect manually" and the url should be /bank-account/new
  • (WEB only) Login, load directly url ‘/bank-account/new’: Should show buttons "Connect online with Plaid" / "Connect manually" and the url should be /bank-account/new

Having a bank account in progress (completed Company information step and reached Personal information):

  • Login, go to Settings > Workspace > Connect with bank account: Should show options “Continue with setup” / “Start over”, the url is /bank-account (no step). Clicking “Continue with setup” should take you to the right step with the right url (step in the url)
  • Login, go to Settings > Workspace > Connect with bank account: Should show options “Continue with setup” / “Start over”, the url is /bank-account (no step). Refresh the page, you should get the same view, same options and same url /bank-account.
  • Login, go to Settings > Workspace > Connect with bank account: Should show options “Continue with setup” / “Start over”, the url is /bank-account (no step). Clicking “Start over” should take you to the start with options "Connect online with Plaid" / "Connect manually", and the url should be ‘/bank-account/new‘
  • (Needs error setup) Login, go to Settings > Workspace > Connect with bank account: Should show options “Continue with setup” / “Start over”, the url is /bank-account (no step). Clicking “Start over” throws error, Check reloading, closing the RHN and opening bank account config again, clearing the error
  • (WEB only) Login, Load directly the URL ‘/bank-account/personal-information’: You don’t get the options to “Continue with setup” / “Start over”, instead you are directed straight to the "Personal information" form.

Having a bank account in OPEN state

  • Login, go to Settings > Workspace > Connect with bank account: Should show the option “Disconnect bank account”, the url is ‘/bank-account/enabled‘. Clicking “Disconnect bank account” should take you to the start where you can pick "Connect online with Plaid" / "Connect manually" and the url should be /bank-account/new.
  • Login, go to Settings > Workspace > Connect with bank account: Should show the option “Disconnect bank account”, the url is ‘/bank-account/enabled‘. Refresh the page, you should get the same view, same options and same url
  • Login, go to Settings > Workspace > Connect with bank account: Should show the option “Disconnect bank account”, the url is ‘/bank-account/enabled‘. Close the RHN, got back to Settings > Workspace > Connect with bank account you should get the same view, same options and same url.
  • (Needs Error setup) Login, go to Settings > Workspace > Connect with bank account: Should show the option “Disconnect bank account”, the url is ‘/bank-account/enabled‘. Click “Disconnect bank account”, after loading, it should show an error message with an "X" to dismiss. Verify the red block path and verify that clearing the error works.

Having a bank account in PENDING state (waiting to enter verification numbers):

  • Login, go to Settings > Workspace > Connect with bank account: Should show options “Continue with setup” / “Start over”, the url is /bank-account (no step). Clicking “Continue with setup” should take you to the step to enter transactions with the url /bank-account/validate.

  • Login, go to Settings > Workspace > Connect with bank account: Should show options “Continue with setup” / “Start over”, the url is /bank-account (no step). Refresh the page, you should get the same view, same options and same url

  • Verify that no errors appear in the JS console

Offline tests

The add VBBA flow requires internet to work, so the offline support is very limited. You can see that there is a loading spinner when you restart, we can't proceed optimistically without the response from the server.

If you disable the internet connection and click a button like "Disconnect bank account", you will get a page telling you that you need a connection.

QA Steps

Feel free to ping @aldo-expensify to take over the lengthy QA

Error setup: When needed, you will need to:

  1. Create an account and set up a domain for it.
  2. In NewDot, create a workspace for that account and create a VBA in it
  3. In NewDot, Make sure you can see the VBA in the Personal Payments Method page
  4. Set up that Domain and use the VBBA of the workspace for the Expensify Card

Under this setup, trying to delete the VBBA will throw an error.

With an account that has a workspace and no VBBA:

  • Login, go to Settings > Workspace > Connect with bank account: Should show buttons "Connect online with Plaid" / "Connect manually" and the url should be /bank-account/new
  • Login, go to Settings > Workspace > Connect with bank account, close RHN, go to Settings > Workspace > Connect with bank account again: Should show buttons "Connect online with Plaid" / "Connect manually" and the url should be /bank-account/new
  • (WEB only) Login, load directly url ‘/bank-account/new’: Should show buttons "Connect online with Plaid" / "Connect manually" and the url should be /bank-account/new

Having a bank account in progress (completed Company information step and reached Personal information):

  • Login, go to Settings > Workspace > Connect with bank account: Should show options “Continue with setup” / “Start over”, the url is /bank-account (no step). Clicking “Continue with setup” should take you to the right step with the right url (step in the url)
  • Login, go to Settings > Workspace > Connect with bank account: Should show options “Continue with setup” / “Start over”, the url is /bank-account (no step). Refresh the page, you should get the same view, same options and same url /bank-account.
  • Login, go to Settings > Workspace > Connect with bank account: Should show options “Continue with setup” / “Start over”, the url is /bank-account (no step). Clicking “Start over” should take you to the start with options "Connect online with Plaid" / "Connect manually", and the url should be ‘/bank-account/new‘
  • (WEB only) Login, Load directly the URL ‘/bank-account/personal-information’: You don’t get the options to “Continue with setup” / “Start over”, instead you are directed straight to the "Personal information" form.

Having a bank account in OPEN state

  • Login, go to Settings > Workspace > Connect with bank account: Should show the option “Disconnect bank account”, the url is ‘/bank-account/enabled‘. Clicking “Disconnect bank account” should take you to the start where you can pick "Connect online with Plaid" / "Connect manually" and the url should be /bank-account/new.
  • Login, go to Settings > Workspace > Connect with bank account: Should show the option “Disconnect bank account”, the url is ‘/bank-account/enabled‘. Refresh the page, you should get the same view, same options and same url
  • Login, go to Settings > Workspace > Connect with bank account: Should show the option “Disconnect bank account”, the url is ‘/bank-account/enabled‘. Close the RHN, got back to Settings > Workspace > Connect with bank account you should get the same view, same options and same url.
  • (* Need error setup) Login, go to Settings > Workspace > Connect with bank account: Should show the option “Disconnect bank account”, the url is ‘/bank-account/enabled‘. Click “Disconnect bank account”, after loading, it should show an error message with an "X" to dismiss. Verify the red block path and verify that clearing the error works.

Having a bank account in PENDING state (waiting to enter verification numbers):

  • Login, go to Settings > Workspace > Connect with bank account: Should show options “Continue with setup” / “Start over”, the url is /bank-account (no step). Clicking “Continue with setup” should take you to the step to enter transactions with the url /bank-account/validate.

  • Login, go to Settings > Workspace > Connect with bank account: Should show options “Continue with setup” / “Start over”, the url is /bank-account (no step). Refresh the page, you should get the same view, same options and same url

  • 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 / Chrome
    • iOS / native
    • iOS / Safari
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Screenshots/Videos

Web
Screen.Recording.2023-02-27.at.4.04.37.PM.mov
Mobile Web - Chrome
Screen.Recording.2023-02-27.at.4.56.50.PM.mov
Mobile Web - Safari
Screen.Recording.2023-02-27.at.4.55.45.PM.mov
Desktop
Screen.Recording.2023-02-27.at.4.57.34.PM.mov
iOS
Screen.Recording.2023-02-27.at.4.54.52.PM.mov
Android
Screen.Recording.2023-02-27.at.4.53.42.PM.mov

@aldo-expensify aldo-expensify self-assigned this Feb 23, 2023
@aldo-expensify aldo-expensify requested a review from a team as a code owner February 23, 2023 01:56
@aldo-expensify aldo-expensify marked this pull request as draft February 23, 2023 01:56
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Current state:
image

@melvin-bot melvin-bot bot requested review from mananjadhav and removed request for a team February 23, 2023 01:57
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@mananjadhav @youssef-lr One of you needs to 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]

Comment on lines 73 to 80
<OfflineWithFeedback
pendingAction={pendingAction}
errors={errors}
shouldShowErrorMessage
onClose={() => {
PaymentMethods.clearDeletePaymentMethodError(ONYXKEYS.BANK_ACCOUNT_LIST, achData.bankAccountID);
}}
>
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This looks like a lot of changes because of the change of level of indentation

@aldo-expensify aldo-expensify changed the title [WIP] Handle error in workspace's bank account page Handle error in workspace's bank account page Feb 27, 2023
@aldo-expensify aldo-expensify requested review from s77rt and removed request for mananjadhav February 27, 2023 23:05
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Taking PR screenshots...

@@ -266,7 +266,6 @@ function openReimbursementAccountPage(stepToOpen, subStep, localCurrentStep) {
onyxMethod: CONST.ONYX.METHOD.MERGE,
key: ONYXKEYS.REIMBURSEMENT_ACCOUNT,
value: {
errors: null,
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We re-load the reimbursementAccount data each time we enter the "Connect bank account" page of a workspace. If there is an error, errors: null, was clearing the errors, not allowing the user to clear it with the X and not giving time to read it.

Comment on lines +61 to +65
<OfflineWithFeedback
pendingAction={pendingAction}
errors={errors}
shouldShowErrorMessage
onClose={BankAccounts.resetReimbursementAccount}
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Wrapped in OfflineWithFeedback to:

  • Show error
  • Add strikethrough if offline and pendingAction = 'delete'

@@ -115,6 +120,7 @@ class WorkspacesListPage extends Component {
* @returns {Array} the menu item list
*/
getWorkspaces() {
const reimbursementAccountBrickRoadIndicator = !_.isEmpty(this.props.reimbursementAccount.errors) ? CONST.BRICK_ROAD_INDICATOR_STATUS.ERROR : '';
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The reimbursementAccount is not per workspace. There is a single one. All workspaces will appear with a red dot if there is an error in reimbursementAccount.errors

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Just to be sure, if you link a bank account with any workspace, it will be linked with all of them?

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That seems to be how it is currently modelled. You can have N workspaces, but can only have one reimbursementAccount, so it is shared across workspaces.

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aldo-expensify commented Mar 27, 2023

@s77rt can you give me a hand checking the current behaviour in main when you try this with 2 devices? I'm guessing that it may be similarly not very well supported.

I guess the part that makes sense to check out in main is the one where you try to continue, but the VBBA doesn't really exist anymore.

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s77rt commented Mar 27, 2023

@aldo-expensify

can you give me a hand checking the current behaviour in main when you try #15394 (comment) with 2 devices?

I don't think this exists on main as there is no error being handled.

I guess the part that makes sense to check out in main is the one where you try to continue, but the VBBA doesn't really exist anymore.

This behaviour exists on main too since it's linked to the backend response.
Screenshot from 2023-03-27 22-10-49

Comment on lines +47 to +65
const errors = lodashGet(props.reimbursementAccount, 'errors', {});
const pendingAction = lodashGet(props.reimbursementAccount, 'pendingAction', null);
return (
<ScreenWrapper includeSafeAreaPaddingBottom={false}>
<FullPageNotFoundView shouldShow={_.isEmpty(props.policy)}>
<HeaderWithCloseButton
title={props.translate('workspace.common.bankAccount')}
subtitle={props.policyName}
onCloseButtonPress={Navigation.dismissModal}
onBackButtonPress={Navigation.goBack}
shouldShowGetAssistanceButton
guidesCallTaskID={CONST.GUIDES_CALL_TASK_IDS.WORKSPACE_BANK_ACCOUNT}
shouldShowBackButton
/>
<ScrollView style={styles.flex1}>
<Section
title={props.translate('workspace.bankAccount.almostDone')}
icon={Illustrations.BankArrow}
>
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This looks like lots of changes but it is really just an indentation level change + these new variables errors and pendingAction

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aldo-expensify commented Apr 14, 2023

Updated the PR / resolved conflicts.

@s77rt can you review this again 🙏 ? As you have seen, there are things that don't work great when you play with two devices at the same time, but these things also don't work in main. Lets not get caught and blocked in this kind of cases unless it is something that works in main and this PR is breaking it. I'm trying to avoid increasing the scope of the PR even more.

Another option for making this easier for review is to split the PR in smaller PR adding small stuff at a time. For example.. add the red brick path stuff, add the errors in the Continue/start over screen/ etc.

@youssef-lr this is ready for review.

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s77rt commented Apr 14, 2023

Will review asap.

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s77rt commented Apr 15, 2023

I have verified tests still pass 👍

No VBBA
no-vbba.mp4
VBAA In Progress (with error)
vbba-in-progress-with-error.mp4
VBBA In Progress
vbba-in-progress.mp4
VBBA Open (with error)
vbba-open-with-error.mp4
VBBA Open
vbba-open.mp4

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LGTM! 🚀

@aldo-expensify aldo-expensify requested a review from a team April 19, 2023 17:30
@melvin-bot melvin-bot bot requested review from jasperhuangg and s77rt and removed request for a team April 19, 2023 17:31
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@youssef-lr youssef-lr removed their request for review April 19, 2023 17:32
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lgtm and tests well, thanks for writing up those detailed testing steps!

@jasperhuangg jasperhuangg merged commit e0c4211 into main Apr 20, 2023
@jasperhuangg jasperhuangg deleted the aldo_fix-disconnect-workspace-bankaccount branch April 20, 2023 05:46
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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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@aldo-expensify let us know if you plan to QA or should we take some platforms

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🚀 Deployed to staging by https://github.com/jasperhuangg in version: 1.3.3-0 🚀

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

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@mvtglobally I can take care of the QA if needed, did you already do it?

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@aldo-expensify it would be great if you can. It sounds complex. 😜

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aldo-expensify commented Apr 21, 2023

QA Steps

Error setup: I'm using the applause testing account [email protected] because it has the setup we need.

Under this setup, trying to delete the VBBA will throw an error.

With an account that has a workspace and no VBBA:

  • Login, go to Settings > Workspace > Connect with bank account: Should show buttons "Connect online with Plaid" / "Connect manually" and the url should be /bank-account/new
  • Login, go to Settings > Workspace > Connect with bank account, close RHN, go to Settings > Workspace > Connect with bank account again: Should show buttons "Connect online with Plaid" / "Connect manually" and the url should be /bank-account/new
  • (WEB only) Login, load directly url ‘/bank-account/new’: Should show buttons "Connect online with Plaid" / "Connect manually" and the url should be /bank-account/new

Screenshot 2023-04-21 at 1 02 28 PM
Screenshot 2023-04-21 at 1 02 34 PM

Having a bank account in progress (completed Company information step and reached Personal information):

  • Login, go to Settings > Workspace > Connect with bank account: Should show options “Continue with setup” / “Start over”, the url is /bank-account (no step). Clicking “Continue with setup” should take you to the right step with the right url (step in the url)
  • Login, go to Settings > Workspace > Connect with bank account: Should show options “Continue with setup” / “Start over”, the url is /bank-account (no step). Refresh the page, you should get the same view, same options and same url /bank-account.
  • Login, go to Settings > Workspace > Connect with bank account: Should show options “Continue with setup” / “Start over”, the url is /bank-account (no step). Clicking “Start over” should take you to the start with options "Connect online with Plaid" / "Connect manually", and the url should be ‘/bank-account/new‘
  • (WEB only) Login, Load directly the URL ‘/bank-account/personal-information’: You don’t get the options to “Continue with setup” / “Start over”, instead you are directed straight to the "Personal information" form.
Screen.Recording.2023-04-21.at.1.09.26.PM.mov

Having a bank account in OPEN state

  • Login, go to Settings > Workspace > Connect with bank account: Should show the option “Disconnect bank account”, the url is ‘/bank-account/enabled‘. Clicking “Disconnect bank account” should take you to the start where you can pick "Connect online with Plaid" / "Connect manually" and the url should be /bank-account/new.
  • Login, go to Settings > Workspace > Connect with bank account: Should show the option “Disconnect bank account”, the url is ‘/bank-account/enabled‘. Refresh the page, you should get the same view, same options and same url
  • Login, go to Settings > Workspace > Connect with bank account: Should show the option “Disconnect bank account”, the url is ‘/bank-account/enabled‘. Close the RHN, got back to Settings > Workspace > Connect with bank account you should get the same view, same options and same url.
  • (* Need error setup) Login, go to Settings > Workspace > Connect with bank account: Should show the option “Disconnect bank account”, the url is ‘/bank-account/enabled‘. Click “Disconnect bank account”, after loading, it should show an error message with an "X" to dismiss. Verify the red block path and verify that clearing the error works.
Screen.Recording.2023-04-21.at.1.11.44.PM.mov

Red dots path and error:

Screenshot 2023-04-21 at 1 04 28 PM
Screenshot 2023-04-21 at 1 04 42 PM

Screenshot 2023-04-21 at 1 04 48 PM
Screenshot 2023-04-21 at 1 04 56 PM

Screenshot_20230421-131906
Screenshot_20230421-131855
Screenshot_20230421-131834

Having a bank account in PENDING state (waiting to enter verification numbers):

  • Login, go to Settings > Workspace > Connect with bank account: Should show options “Continue with setup” / “Start over”, the url is /bank-account (no step). Clicking “Continue with setup” should take you to the step to enter transactions with the url /bank-account/validate.
  • Login, go to Settings > Workspace > Connect with bank account: Should show options “Continue with setup” / “Start over”, the url is /bank-account (no step). Refresh the page, you should get the same view, same options and same url
Screen.Recording.2023-04-21.at.1.15.04.PM.mov

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QA passed ✅

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🚀 Deployed to production by https://github.com/mountiny in version: 1.3.3-2 🚀

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

title={props.translate('workspace.bankAccount.almostDone')}
icon={Illustrations.BankArrow}
>
<OfflineWithFeedback
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Hi all! Just dropping a note that this PR caused issue - #18517

Wrapping with OfflineWithFeedback crosses out all text. In bank account page, it doesn't makes sense to have the strikethrough because the component is static, that is not showing a user input (chat message, workspace etc).

image

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Nice catch, but with removing the pending action we may lose some other intended strikethough styles?

https://github.com/Expensify/App/pull/15394/files#r1119420530

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7 participants