[QBO Export] [$250] Implement manual report exports

[arosiclair]

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.xw0s9oqvo44s Project: #wave-collect

Feature Description

As described in the doc, we need to

• Add new exportToIntegration and markAsManuallyExported actions
• Add a new Export menu item to the report details page
• Create a new ReportDetailsExportPage with "Export" and "Mark as exported" options
• Update ReportPreview actions to show export options
• Update the MoneyReportHeader to show export options

Manual Test Steps

Prerequisites

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

Steps

1. Log into QBO 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 > QBO
4. Verify a red error message appears on the connection explaining the issue
5. Select QBO’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 QBO

Automated Tests

Prerequisites

• Collect workspace with an admin and member
• Setup QBO integration connection
• An approved expense report that failed to export

QBO

1. Open the 3-dot menu on the failed report
2. Verify there’s an “Export” Item
3. Select it
4. Verify there are “Quickbooks Online” and “Mark as manually entered” options
5. Select Quickbooks Online
6. Verify
7. A system message “exported to QuickBooks Online” is added to the report
8. The red dot on the report in the LHN is removed

Mark as exported

1. Open the 3-dot menu on the failed report
2. Verify there’s an “Export” Item
3. Select it
4. Verify there’s a “Mark as manually entered” option and select it
5. Verify
6. A system message “marked this report as manually exported to QuickBooks Online” is added to the report
7. The red dot on the report in the LHN is removed
   Upwork Automation - Do Not Edit

   • Upwork Job URL: https://www.upwork.com/jobs/~012f33d4c08ab8cd9c
   • Upwork Job ID: 1803471658259345111
   • Last Price Increase: 2024-06-19
   • Automatic offers:
   • hungvu193 | Contributor | 102807841

Issue Owner

Current Issue Owner: @DylanDylann

[melvin-bot[bot]]

Job added to Upwork: https://www.upwork.com/jobs/~012f33d4c08ab8cd9c

[melvin-bot[bot]]

Triggered auto assignment to Contributor-plus team member for initial proposal review - @DylanDylann (External)

[melvin-bot[bot]]

Triggered auto assignment to @lschurr (NewFeature), see https://stackoverflowteams.com/c/expensify/questions/14418#:~:text=BugZero%20process%20steps%20for%20feature%20requests for more details. Please add this Feature request to a GH project, as outlined in the SO.

[melvin-bot[bot]]

📣 @hungvu193 🎉 An offer has been automatically sent to your Upwork account for the Contributor role 🎉 Thanks for contributing to the Expensify app!

Offer link Upwork job Please accept the offer and leave a comment on the Github issue letting us know when we can expect a PR to be ready for review 🧑‍💻 Keep in mind: Code of Conduct | Contributing 📖

[trjExpensify]

Hans is taking the C+ on this as part of the QBO export project. I believe @kosmydel will be implementing this one as well.

[kosmydel]

Commenting for assignment :)

[trjExpensify]

Donezo!