Expensify / App

Welcome to New Expensify: a complete re-imagination of financial collaboration, centered around chat. Help us build the next generation of Expensify by sharing feedback and contributing to the code.
https://new.expensify.com
MIT License
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Force enable categories and tags when an accounting connection exists #40834

Closed hayata-suenaga closed 3 days ago

hayata-suenaga commented 1 week ago

… exists

Details

When there is an accounting connection, display the toggle buttons for the Categories and Tags features in the active state.

Fixed Issues

$ https://github.com/Expensify/Expensify/issues/387834#issuecomment-2063550218 PROPOSAL: N/A

Tests / QA Steps

  1. Log into New Expensify with an account that is on the accounting beta (accountingOnNewExpensify).
  2. Create a collect workspace if you don't have one yet (if you're expensifail account, the workspace you create on New Expensify is already automatically a collect workspace)
  3. Got to the More Features page of the workspace editor and enable the accounting feature
  4. Go to the accounting page and click the Setup button for the QBO item (use the test QBO account). Currently, the connection flow doesn't work on iOS, so use any other platform.
  5. After the connection is established, go to the More Features page and ensure that the Categories and Tags features are enabled.

Offline tests

N/A

PR Author Checklist

Screenshots/Videos

Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari
MacOS: Desktop
melvin-bot[bot] commented 1 week ago

@c3024 @ 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]

hayata-suenaga commented 1 week ago

Assigned @s77rt as they have the context behind this PR

s77rt commented 1 week ago

Shouldn't this be handled in the BE? i.e. set policy.areTagsEnabled and policy.areCategoriesEnabled to true when user setups a connection?

hayata-suenaga commented 3 days ago

Shouldn't this be handled in the BE? i.e. set policy.areTagsEnabled and policy.areCategoriesEnabled to true when user setups a connection?

The backend PR to enable these are being worked on / was merged. closing this 👍