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[HOLD #44016] [Xero Export] Display Xero auto-sync errors and RBRs in NewDot #45138

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lakchote opened this issue Jul 10, 2024 · 5 comments
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@lakchote
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Main issue: https://github.com/Expensify/Expensify/issues/409245

Part of QBO Export and Error Handling in NewDot

Main issue: https://github.com/Expensify/Expensify/issues/350150
Doc section: https://docs.google.com/document/d/1aQl-AK_F6IqszWYG2aEllTsD5x3h4b8Zu0XEG0LuQ08/edit#heading=h.pmmx5zp5s75j
Project: #wave-collect

Feature Description

As described in the doc, we need to display a RBR when there are errors in a policy connection’s last sync.

The RBR will show on the path to the integration connection settings (Avatar > Workspaces > [Workspace name] > Accounting > Connections):

  • LHN Avatar: check if policy.connection.lastSync.isSuccessful is false in the Indicator
  • InitialSettingsPage: add the same check to hasGlobalWorkspaceSettingsRBR
  • WorkspaceInitialPage: add the same check to the connections menu item here
  • PolicyAccountingPage: use policy.connection.lastSync.errorMessage to populate the errorText option for the Xero menu item here

When the error is a credentials error (policy.connection.lastSync.isAuthenticationError is true), we’ll replace the ‘Sync now’ option in the connection’s 3-dot menu with a ‘Reconnect’ option here. The option will restart the Xero Auth flow as described in our initial QBO doc.

Manual Test Steps

Prerequisites

  • Collect workspace with an admin and member
  • Setup Xero integration connection

Steps

  1. Log into Xero and disconnect the Expensify app (Menu > Apps > Overview > Expensify 3-dot menu > Disconnect)
  2. Log into NewDot as the admin
  3. Verify there's a RBR on the path: Avatar > Workspaces > [Workspace name] > Accounting > Xero
  4. Verify a red error message appears on the connection explaining the issue
  5. Select Xero's 3-dot menu
  6. Verify there’s a “Enter credentials” option
  7. Select “Enter credentials”
  8. Verify a new window opens to log into Xero
@lakchote lakchote self-assigned this Jul 10, 2024
@lakchote lakchote moved this to Release 2: Summer 2024 (Aug) in [#whatsnext] #wave-collect Jul 10, 2024
@lakchote lakchote changed the title [HOLD #44015] [Xero Export] Display Xero auto-sync errors and RBRs in NewDot [Xero Export] Display Xero auto-sync errors and RBRs in NewDot Jul 15, 2024
@lakchote
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lakchote commented Jul 15, 2024

Will be solved by #44016

@lakchote lakchote changed the title [Xero Export] Display Xero auto-sync errors and RBRs in NewDot [HOLD #44016] [Xero Export] Display Xero auto-sync errors and RBRs in NewDot Jul 15, 2024
@lakchote
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Will be solved by #44016

#44016 is still in progress.

@melvin-bot melvin-bot bot added the Overdue label Jul 29, 2024
@trjExpensify
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Link issue still on-going.

@trjExpensify
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@arosiclair I would be open to just closing this tbh, there's nothing actionable based on this.

@arosiclair
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Yeah I don't think there's anything Xero specific we need to do for displaying auto-sync errors. Closing

@melvin-bot melvin-bot bot removed the Overdue label Aug 9, 2024
@github-project-automation github-project-automation bot moved this from Release 2: Summer 2024 (Aug) to Done in [#whatsnext] #wave-collect Aug 9, 2024
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