[Internal QA]: Fix default card with export type

[narefyev91]

Explanation of Change

When accounting integration is connected, in Export account menu item should be shown "Default card" instead of real account name. The Default card should also be shown in select list during manual change for Export account.

Fixed Issues

$ #51891
PROPOSAL:

Tests

1. Go to staging.new.expensify.com
2. Choose the workspace from settings
3. Click company cards >Card Details
4. Verify that default export account is presented in Export row - with name "Default card"
5. Click on menu item - Verify that "Default card" is pre-selected -> choose other export account
6. Verify that selected export account presented in menu item row

• Verify that no errors appear in the JS console

Offline tests

No changes

QA Steps

No Qa

• 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: mWeb Chrome
  • iOS: Native
  • iOS: mWeb Safari
  • MacOS: Chrome / Safari
  • MacOS: Desktop
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  • 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 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
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• 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)
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  • 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.
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Screenshots/Videos

Android: Native

android.mov

Android: mWeb Chrome

android-web.mov

iOS: Native

ios.mov

iOS: mWeb Safari

ios-web.mov

MacOS: Chrome / Safari

web.mov

MacOS: Desktop

desktop.mov

[melvin-bot]

@DylanDylann 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]

[narefyev91]

@DylanDylann ready for review - also I uploaded new videos

[DylanDylann]

@narefyev91 On this PR, you mentioned the mock data for the QBO connection. Do you know how we can get the mock data to test other connections?

[narefyev91]

@narefyev91 On this PR, you mentioned the mock data for the QBO connection. Do you know how we can get the mock data to test other connections?

not really sure how to test other accounts - as i remember - @joekaufmanexpensify could provide some data from staging for other connections - and we can test end-to-end. But generally needs to make working QBO firstly - and just make some fixes if any other connection will not work

[joekaufmanexpensify]

We discussed in slack too, but linking to the mock data here for posterity.

[DylanDylann]

Thanks, I am testing

[DylanDylann]

@narefyev91 In the NetSuite connection, we don't hide the export menu item row and if clicking on default card the value isn't updated

Screen.Recording.2024-11-22.at.15.56.21.mov

[DylanDylann]

On the selection list let's push default card to the top of list

[DylanDylann]

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 */
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  • All JSX used for rendering exists in the render method
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• 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

Screen.Recording.2024-11-25.at.11.15.14.mov

Android: mWeb Chrome

Screen.Recording.2024-11-25.at.10.57.53.mov

iOS: Native

Screen.Recording.2024-11-25.at.11.16.02.mov

iOS: mWeb Safari

Screen.Recording.2024-11-25.at.10.57.09.mov

MacOS: Chrome / Safari

Screen.Recording.2024-11-25.at.10.47.11.mov

MacOS: Desktop

Screen.Recording.2024-11-25.at.10.52.40.mov

[DylanDylann]

All good

[mountiny]

Small change requested

[waterim]

@mountiny updated

[mountiny]

Thanks!

[OSBotify]

✋ This PR was not deployed to staging yet because QA is ongoing. It will be automatically deployed to staging after the next production release.

[github-actions]

🚀 Deployed to staging by https://github.com/mountiny in version: 9.0.67-0 🚀

platform	result
🤖 android 🤖	false ❌
🖥 desktop 🖥	success ✅
🍎 iOS 🍎	success ✅
🕸 web 🕸	success ✅
🤖🔄 android HybridApp 🤖🔄	success ✅
🍎🔄 iOS HybridApp 🍎🔄	success ✅

[joekaufmanexpensify]

Largely working! When I view the card export row, I see both the Default card option and the actual account that Default card currently represents. Further, if I change the export type in the accounting settings, we show the new list of items correctly.

2024-11-26_14-37-54.mp4

[joekaufmanexpensify]

One minor issue. If you set the card level export to something besides default card and then adjust the accounting settings to a different account type, we are correctly reverting back to default card for the new type of account, but we're not highlighting the row. That seems incorrect.

Thoughts? @narefyev91 @mountiny

2024-11-26_14-38-31.mp4

[mountiny]

Ah yeah that seems minor. @narefyev91 @waterim @VickyStash could you look into a follow up?

[github-actions]

🚀 Deployed to production by https://github.com/mountiny in version: 9.0.67-9 🚀

platform	result
🤖 android 🤖	skipped 🚫
🖥 desktop 🖥	success ✅
🍎 iOS 🍎	success ✅
🕸 web 🕸	success ✅
🤖🔄 android HybridApp 🤖🔄	failure ❌
🍎🔄 iOS HybridApp 🍎🔄	failure ❌