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[NoQA] Feat/44313 edit settlement settings be integration #47309

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koko57
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@koko57 koko57 commented Aug 13, 2024

Details

Fixed Issues

$ #44313
PROPOSAL:

Tests

PREREQUISITES: WorkspaceFeed/ all betas enabled, Expensify Card enabled, at least two bank accounts added, Expensify Card issued

  1. Go to Workspaces -> [workspace] -> Expensify Card
  2. Go to Settings (on the Expensify Card page)
  3. Go to Settlement Account -> try to change the account
  4. Verify that the request is sent and you get the proper response
  5. Go back, verify that the last 4 digits in the bank account number change to the new bank account's last 4
  6. Go to Settlement Frequency (if you don't have it locked on Daily - DISCLAIMER: when locked to daily you will see Learn more link - it doesn't link to any page yet)
  7. If you can change the frequency, change it
  8. Verify that the request is sent and you get the proper response
  • Verify that no errors appear in the JS console

Offline tests

QA Steps

  1. Go to Workspaces -> [workspace] -> Expensify Card
  2. Go to Settings (on the Expensify Card page)
  3. Go to Settlement Account -> try to change the account
  4. Verify that the request is sent and you get the proper response
  5. Go back, verify that the last 4 digits in the bank account number change to the new bank account's last 4
  6. Go to Settlement Frequency (if you don't have it locked on Daily - DISCLAIMER: when locked to daily you will see Learn more link - it doesn't link to any page yet)
  7. If you can change the frequency, change it
  8. Verify that the request is sent and you get the proper response
  • 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
    • 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 approved by marketing by adding the Waiting for Copy label for a copy review on the original GH to get the correct copy.
    • 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 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
    • If we are not using the full Onyx data that we loaded, I've added the proper selector in order to ensure the component only re-renders when the data it is using changes
      • 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(themeColors.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 form input styles:
    • I verified that all the inputs inside a form are aligned with each other.
    • I added Design label 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 author checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari Screenshot 2024-08-13 at 16 24 08 Screenshot 2024-08-13 at 16 22 58
MacOS: Desktop

src/CONST.ts Outdated Show resolved Hide resolved
src/libs/actions/Card.ts Outdated Show resolved Hide resolved
src/libs/actions/Card.ts Outdated Show resolved Hide resolved
@koko57
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koko57 commented Aug 13, 2024

@mountiny strangely for UpdateCardSettlementAccount I get 200, for UpdateCardSettlementFrequency - 400 (both screenshots in the checklist). For the second outcome I am not surprised though, bc I got an empty array for createExpensifyCard

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koko57 commented Aug 13, 2024

@mountiny should it be No QA?

@koko57 koko57 marked this pull request as ready for review August 13, 2024 14:45
@koko57 koko57 requested a review from a team as a code owner August 13, 2024 14:45
@melvin-bot melvin-bot bot requested review from allgandalf and removed request for a team August 13, 2024 14:45
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melvin-bot bot commented Aug 13, 2024

@allgandalf 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]

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koko57 commented Aug 13, 2024

ok opening it 😅

@koko57 koko57 requested a review from mountiny August 13, 2024 14:46
@mountiny mountiny changed the title Feat/44313 edit settlement settings be integration [NoQA] Feat/44313 edit settlement settings be integration Aug 13, 2024
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Looks good to test but i will wait for the comments to get addressed first

src/CONST.ts Outdated Show resolved Hide resolved
@@ -969,6 +969,14 @@ function getWorkspaceAccountID(policyID: string) {
return policy.workspaceAccountID ?? 0;
}

function getDomainNameForPolicy(policyID?: string): string {
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Suggested change
function getDomainNameForPolicy(policyID?: string): string {
function getDomainNameForPolicy(policyID: string): string {

Any reason for keeping this optional ?

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eslint complaining

src/libs/actions/Card.ts Show resolved Hide resolved
src/libs/actions/Card.ts Show resolved Hide resolved
Comment on lines +251 to +253
if (!settlementBankAccountID) {
return;
}
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Do we throw an error on the FE if this fails? I guess we just :do-nothing: if we return from here

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If it's better to send some invalid value - like -1 and get the error from the BE, I'm ok with that I can change it. But in my other PRs I was requested not to do so, so I also applied it here. But since we don't have this kind of error handling anywhere through the app I think we should rely on the BE errors.
cc @mountiny wdyt?

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Yeah I think its more common to do something and show error but I guess the problem with these is that its theoretical problem only, right? Like it should not happen that the bankAccountID is missing when we get this far?

Happy to change this to call with invalid value or the least we should do is to add some log

@koko57
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koko57 commented Aug 14, 2024

@allgandalf responded to your comments

@allgandalf
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at least two bank accounts added

How do you add a second account to workspace?
Screenshot 2024-08-14 at 3 29 01 PM

I tried having 2 bank accounts under wallets:

But when i go into workspace card settings i only see one:
Screenshot 2024-08-14 at 3 28 37 PM

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koko57 commented Aug 14, 2024

@allgandalf not sure, maybe try savings account from different bank (like Regions or Wells Fargo)

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koko57 commented Aug 14, 2024

@allgandalf or just try with the one account - just click on the currently selected account - the request should be sent properly and you should get a proper response (for me it worked)

@allgandalf
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Dou you have any idea about the following error?

Screen.Recording.2024-08-14.at.4.05.47.PM.mov

@allgandalf
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Also, this has conflicts @koko57

@allgandalf
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@DylanDylann would be working on this PR, We switched each others PR's

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@allgandalf Ok, nvm 😅

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wait aren't we, sorry i didn't understand your message here, did you mean the PR which was going to be raised today, if that's the case i can take this issue back no worries 😅

@DylanDylann
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Yepp 😄 If you get any problem about connecting bank account, please raise it on Slack. Maybe I can help you

@allgandalf
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Thanks, taking this issue again :))

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@koko57 please resolve the conflicts once you get back, thanks :)

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koko57 commented Aug 20, 2024

@allgandalf conflicts resolved

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I tried with fresh account and the post request is successful:
Screenshot 2024-08-21 at 4 57 36 PM

But i get 666 error from the BE, but still the API does get called successfully, should i tick the checklist @mountiny ?
Screenshot 2024-08-21 at 4 57 11 PM

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@allgandalf is the error still that the account is used somewhere else?

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@allgandalf is the error still that the account is used somewhere else?

The error says that verfied bank account cant be used as settlement account on multiple domains, you can see the complete error in this video, I tried with a new account same error

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@allgandalf I will review this tomorrow

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@allgandalf I get the same problem

Screen.Recording.2024-08-27.at.14.04.53.mov

src/CONST.ts Outdated
@@ -633,6 +633,10 @@ const CONST = {
INBOX: 'inbox',
},

// TODO: change to expensify-policy once the new domain is available
EXPENSIFY_POLICY_DOMAIN: 'expensify_policy',
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Can you please change this to the dash format?

Suggested change
EXPENSIFY_POLICY_DOMAIN: 'expensify_policy',
EXPENSIFY_POLICY_DOMAIN: 'expensify-policy',

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@mountiny done!

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This also has conflicts @koko57

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koko57 commented Aug 27, 2024

@allgandalf conflicts resolved!

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allgandalf commented Aug 27, 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
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari
MacOS: Desktop

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Cannot test this in Dev, still approving the PR, based on the conversation on slack

@melvin-bot melvin-bot bot requested a review from mountiny August 27, 2024 11:33
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We are working on adding another option for the VBBA testing account so we can test flows like this in staging, but we do not have to hold on that I think, this is not a new logic but rather reusing what we have in Olddot

@mountiny mountiny merged commit 7eb8c33 into Expensify:main Aug 27, 2024
16 of 18 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/mountiny in version: 9.0.26-1 🚀

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

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🚀 Deployed to production by https://github.com/puneetlath in version: 9.0.26-6 🚀

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

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5 participants