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fix: restart the flow for another policy #49687

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merged 15 commits into from
Oct 7, 2024
Merged

fix: restart the flow for another policy #49687

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ae7a704
fix: restast the flow for another policy
koko57 Sep 25, 2024
d7d0411
fix: replace withOnyx for useOnyx
koko57 Sep 25, 2024
e88d940
fix: last changes and cleanup
koko57 Sep 26, 2024
98b1256
fix: cleanup
koko57 Sep 26, 2024
90b1454
fix: final fixes
koko57 Sep 26, 2024
e1524d7
fix: apply suggestions from code review
koko57 Sep 27, 2024
29623ee
fix: add policyIDParam to the dependency array
koko57 Sep 27, 2024
67d7d99
fix: prettier
koko57 Sep 27, 2024
626cea8
Merge branch 'main' into fix/49447-restart-vbba-flow-for-another-work…
koko57 Sep 30, 2024
7956396
fix: resolve conflicts
koko57 Oct 1, 2024
d4ca888
fix: revert removing check
koko57 Oct 1, 2024
e461db1
fix: remove unnecessary dep
koko57 Oct 2, 2024
20165ec
Merge branch 'main' into fix/49447-restart-vbba-flow-for-another-work…
koko57 Oct 3, 2024
e56d462
fix: remove unnecessary useEffect
koko57 Oct 3, 2024
dfd1ab5
fix: apply suggestion
koko57 Oct 7, 2024
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14 changes: 13 additions & 1 deletion src/libs/actions/ReimbursementAccount/index.ts
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -26,6 +26,10 @@ function updateReimbursementAccountDraft(bankAccountData: Partial<ReimbursementA
Onyx.merge(ONYXKEYS.REIMBURSEMENT_ACCOUNT, {draftStep: undefined});
}

function clearReimbursementAccountDraft() {
Onyx.set(ONYXKEYS.FORMS.REIMBURSEMENT_ACCOUNT_FORM_DRAFT, {});
}

/**
* Triggers a modal to open allowing the user to reset their bank account
*/
Expand All @@ -40,4 +44,12 @@ function cancelResetFreePlanBankAccount() {
Onyx.merge(ONYXKEYS.REIMBURSEMENT_ACCOUNT, {shouldShowResetModal: false});
}

export {resetFreePlanBankAccount, setBankAccountSubStep, hideBankAccountErrors, updateReimbursementAccountDraft, requestResetFreePlanBankAccount, cancelResetFreePlanBankAccount};
export {
resetFreePlanBankAccount,
setBankAccountSubStep,
hideBankAccountErrors,
updateReimbursementAccountDraft,
requestResetFreePlanBankAccount,
cancelResetFreePlanBankAccount,
clearReimbursementAccountDraft,
};
4 changes: 4 additions & 0 deletions src/pages/ReimbursementAccount/BankInfo/substeps/Manual.tsx
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Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -33,6 +33,8 @@ function Manual({onNext}: ManualProps) {
[BANK_INFO_STEP_KEYS.ACCOUNT_NUMBER]: reimbursementAccount?.achData?.[BANK_INFO_STEP_KEYS.ACCOUNT_NUMBER] ?? '',
};

const shouldBeReadonlyInput = reimbursementAccount?.achData?.setupType === CONST.BANK_ACCOUNT.SETUP_TYPE.PLAID;
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const validate = useCallback(
(values: FormOnyxValues<typeof ONYXKEYS.FORMS.REIMBURSEMENT_ACCOUNT_FORM>): FormInputErrors<typeof ONYXKEYS.FORMS.REIMBURSEMENT_ACCOUNT_FORM> => {
const errors = ValidationUtils.getFieldRequiredErrors(values, STEP_FIELDS);
Expand Down Expand Up @@ -86,6 +88,7 @@ function Manual({onNext}: ManualProps) {
inputMode={CONST.INPUT_MODE.NUMERIC}
shouldSaveDraft
shouldUseDefaultValue={hasBankAccountData}
disabled={shouldBeReadonlyInput}
/>
<InputWrapper
InputComponent={TextInput}
Expand All @@ -98,6 +101,7 @@ function Manual({onNext}: ManualProps) {
inputMode={CONST.INPUT_MODE.NUMERIC}
shouldSaveDraft
shouldUseDefaultValue={hasBankAccountData}
disabled={shouldBeReadonlyInput}
/>
</FormProvider>
);
Expand Down
240 changes: 111 additions & 129 deletions src/pages/ReimbursementAccount/ReimbursementAccountPage.tsx
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -8,6 +8,7 @@ import {useOnyx} from 'react-native-onyx';
import type {ValueOf} from 'type-fest';
import FullPageNotFoundView from '@components/BlockingViews/FullPageNotFoundView';
import HeaderWithBackButton from '@components/HeaderWithBackButton';
import {useSession} from '@components/OnyxProvider';
import ReimbursementAccountLoadingIndicator from '@components/ReimbursementAccountLoadingIndicator';
import ScreenWrapper from '@components/ScreenWrapper';
import Text from '@components/Text';
Expand All @@ -24,6 +25,7 @@ import shouldReopenOnfido from '@libs/shouldReopenOnfido';
import type {WithPolicyOnyxProps} from '@pages/workspace/withPolicy';
import withPolicy from '@pages/workspace/withPolicy';
import * as BankAccounts from '@userActions/BankAccounts';
import * as ReimbursementAccount from '@userActions/ReimbursementAccount';
import CONST from '@src/CONST';
import ONYXKEYS from '@src/ONYXKEYS';
import type SCREENS from '@src/SCREENS';
Expand Down Expand Up @@ -96,64 +98,88 @@ function getRouteForCurrentStep(currentStep: TBankAccountStep): ValueOf<typeof R
}
}

/**
* Returns selected bank account fields based on field names provided.
*/
function getFieldsForStep(step: TBankAccountStep): InputID[] {
switch (step) {
case CONST.BANK_ACCOUNT.STEP.BANK_ACCOUNT:
return ['routingNumber', 'accountNumber', 'bankName', 'plaidAccountID', 'plaidAccessToken', 'isSavings'];
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Is there a reason these aren't also CONST?

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not sure, it was implemented like that before, I've just taken this function out of the component

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I think this is not a blocker for now, we can add consts in future PRs if we think it would be cleaner

case CONST.BANK_ACCOUNT.STEP.COMPANY:
return [
'companyName',
'addressStreet',
'addressZipCode',
'addressCity',
'addressState',
'companyPhone',
'website',
'companyTaxID',
'incorporationType',
'incorporationDate',
'incorporationState',
];
case CONST.BANK_ACCOUNT.STEP.REQUESTOR:
return ['firstName', 'lastName', 'dob', 'ssnLast4', 'requestorAddressStreet', 'requestorAddressCity', 'requestorAddressState', 'requestorAddressZipCode'];
default:
return [];
}
}

function ReimbursementAccountPage({route, policy}: ReimbursementAccountPageProps) {
const session = useSession();
const [reimbursementAccount] = useOnyx(ONYXKEYS.REIMBURSEMENT_ACCOUNT);
const [session] = useOnyx(ONYXKEYS.SESSION);
const [plaidLinkToken = ''] = useOnyx(ONYXKEYS.PLAID_LINK_TOKEN);
const [plaidCurrentEvent = ''] = useOnyx(ONYXKEYS.PLAID_CURRENT_EVENT);
const [onfidoToken = ''] = useOnyx(ONYXKEYS.ONFIDO_TOKEN);
const [isLoadingApp = false] = useOnyx(ONYXKEYS.IS_LOADING_APP);
const [account] = useOnyx(ONYXKEYS.ACCOUNT);

const policyName = policy?.name ?? '';
const policyIDParam = route.params?.policyID ?? '-1';
const styles = useThemeStyles();
const {translate} = useLocalize();
const {isOffline} = useNetwork();
const requestorStepRef = useRef(null);
const prevIsReimbursementAccountLoading = usePrevious(reimbursementAccount?.isLoading);
const prevReimbursementAccount = usePrevious(reimbursementAccount);
const prevIsOffline = usePrevious(isOffline);

/**
The SetupWithdrawalAccount flow allows us to continue the flow from various points depending on where the
user left off. This view will refer to the achData as the single source of truth to determine which route to
display. We can also specify a specific route to navigate to via route params when the component first
mounts which will set the achData.currentStep after the account data is fetched and overwrite the logical
next step.
*/
The SetupWithdrawalAccount flow allows us to continue the flow from various points depending on where the
user left off. This view will refer to the achData as the single source of truth to determine which route to
display. We can also specify a specific route to navigate to via route params when the component first
mounts which will set the achData.currentStep after the account data is fetched and overwrite the logical
next step.
*/
const achData = reimbursementAccount?.achData;
const isPreviousPolicy = policyIDParam === achData?.policyID;
// eslint-disable-next-line @typescript-eslint/prefer-nullish-coalescing
const currentStep = !isPreviousPolicy ? CONST.BANK_ACCOUNT.STEP.BANK_ACCOUNT : achData?.currentStep || CONST.BANK_ACCOUNT.STEP.BANK_ACCOUNT;
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/**
When this page is first opened, `reimbursementAccount` prop might not yet be fully loaded from Onyx.
Calculating `shouldShowContinueSetupButton` immediately on initial render doesn't make sense as
it relies on incomplete data. Thus, we should wait to calculate it until we have received
the full `reimbursementAccount` data from the server. This logic is handled within the useEffect hook,
which acts similarly to `componentDidUpdate` when the `reimbursementAccount` dependency changes.
*/
const [hasACHDataBeenLoaded, setHasACHDataBeenLoaded] = useState(reimbursementAccount !== CONST.REIMBURSEMENT_ACCOUNT.DEFAULT_DATA && isPreviousPolicy);
const [shouldShowContinueSetupButton, setShouldShowContinueSetupButton] = useState(getShouldShowContinueSetupButtonInitialValue());

function getBankAccountFields<T extends InputID>(fieldNames: T[]): Pick<ACHDataReimbursementAccount, T> {
return {
...lodashPick(reimbursementAccount?.achData, ...fieldNames),
};
}

/**
* Returns selected bank account fields based on field names provided.
*/
function getFieldsForStep(step: TBankAccountStep): InputID[] {
switch (step) {
case CONST.BANK_ACCOUNT.STEP.BANK_ACCOUNT:
return ['routingNumber', 'accountNumber', 'bankName', 'plaidAccountID', 'plaidAccessToken', 'isSavings'];
case CONST.BANK_ACCOUNT.STEP.COMPANY:
return [
'companyName',
'addressStreet',
'addressZipCode',
'addressCity',
'addressState',
'companyPhone',
'website',
'companyTaxID',
'incorporationType',
'incorporationDate',
'incorporationState',
];
case CONST.BANK_ACCOUNT.STEP.REQUESTOR:
return ['firstName', 'lastName', 'dob', 'ssnLast4', 'requestorAddressStreet', 'requestorAddressCity', 'requestorAddressState', 'requestorAddressZipCode'];
default:
return [];
}
}

/**
* Returns true if a VBBA exists in any state other than OPEN or LOCKED
*/
function hasInProgressVBBA(): boolean {
return !!achData?.bankAccountID && achData?.state !== BankAccount.STATE.OPEN && achData?.state !== BankAccount.STATE.LOCKED;
return !!achData?.bankAccountID && !!achData?.state && achData?.state !== BankAccount.STATE.OPEN && achData?.state !== BankAccount.STATE.LOCKED;
}

/*
* Calculates the state used to show the "Continue with setup" view. If a bank account setup is already in progress and
* no specific further step was passed in the url we'll show the workspace bank account reset modal if the user wishes to start over
Expand All @@ -166,73 +192,41 @@ function ReimbursementAccountPage({route, policy}: ReimbursementAccountPageProps
return achData?.state === BankAccount.STATE.PENDING || [CONST.BANK_ACCOUNT.STEP.BANK_ACCOUNT, ''].includes(getStepToOpenFromRouteParams(route));
}

/**
When this page is first opened, `reimbursementAccount` prop might not yet be fully loaded from Onyx.
Calculating `shouldShowContinueSetupButton` immediately on initial render doesn't make sense as
it relies on incomplete data. Thus, we should wait to calculate it until we have received
the full `reimbursementAccount` data from the server. This logic is handled within the useEffect hook,
which acts similarly to `componentDidUpdate` when the `reimbursementAccount` dependency changes.
*/
const [hasACHDataBeenLoaded, setHasACHDataBeenLoaded] = useState(reimbursementAccount !== CONST.REIMBURSEMENT_ACCOUNT.DEFAULT_DATA);

const [shouldShowContinueSetupButton, setShouldShowContinueSetupButton] = useState(hasACHDataBeenLoaded ? getShouldShowContinueSetupButtonInitialValue() : false);
const [isReimbursementAccountLoading, setIsReimbursementAccountLoading] = useState(() => {
// By default return true (loading), if there are already loaded data we can skip the loading state
if (hasACHDataBeenLoaded && typeof reimbursementAccount?.isLoading === 'boolean' && !reimbursementAccount?.isLoading) {
return false;
}
return true;
});

// eslint-disable-next-line @typescript-eslint/prefer-nullish-coalescing
const currentStep = achData?.currentStep || CONST.BANK_ACCOUNT.STEP.BANK_ACCOUNT;
const policyName = policy?.name ?? '';
const policyIDParam = route.params?.policyID ?? '-1';
const styles = useThemeStyles();
const {translate} = useLocalize();
const {isOffline} = useNetwork();
const requestorStepRef = useRef(null);
const prevIsReimbursementAccountLoading = usePrevious(reimbursementAccount?.isLoading);
const prevReimbursementAccount = usePrevious(reimbursementAccount);
const prevIsOffline = usePrevious(isOffline);

/**
* Retrieve verified business bank account currently being set up.
* @param ignoreLocalCurrentStep Pass true if you want the last "updated" view (from db), not the last "viewed" view (from onyx).
* @param ignoreLocalSubStep Pass true if you want the last "updated" view (from db), not the last "viewed" view (from onyx).
*/
function fetchData(ignoreLocalCurrentStep?: boolean, ignoreLocalSubStep?: boolean) {
// Show loader right away, as optimisticData might be set only later in case multiple calls are in the queue
BankAccounts.setReimbursementAccountLoading(true);

function fetchData() {
// We can specify a step to navigate to by using route params when the component mounts.
// We want to use the same stepToOpen variable when the network state changes because we can be redirected to a different step when the account refreshes.
const stepToOpen = getStepToOpenFromRouteParams(route);
const subStep = achData?.subStep ?? '';
const localCurrentStep = achData?.currentStep ?? '';
BankAccounts.openReimbursementAccountPage(stepToOpen, ignoreLocalSubStep ? '' : subStep, ignoreLocalCurrentStep ? '' : localCurrentStep, policyIDParam);
const subStep = isPreviousPolicy ? achData?.subStep ?? '' : '';
const localCurrentStep = isPreviousPolicy ? achData?.currentStep ?? '' : '';
BankAccounts.openReimbursementAccountPage(stepToOpen, subStep, localCurrentStep, policyIDParam);
}

useEffect(() => {
if (!isReimbursementAccountLoading) {
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@koko57 Why do you remove this check?

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we no longer use isReimbursementAccountLoading here. I removed the local state we're just taking the info about the loading from Onyx. We don't need it locally

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Night owl 😄

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@koko57 I mean should we replace with reimbursementAccount?.isLoading

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temporarily different timezone 😃

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@koko57 Bump on this

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@koko57 koko57 Oct 2, 2024 •
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but here I'm changing the logic a bit. This runs only when component mounts. As we no longer set the state like this:

    const [isReimbursementAccountLoading, setIsReimbursementAccountLoading] = useState(() => {
        // By default return true (loading), if there are already loaded data we can skip the loading state
        if (hasACHDataBeenLoaded && typeof reimbursementAccount?.isLoading === 'boolean' && !reimbursementAccount?.isLoading) {
            return false;
        }
        return true;
    });

we don't need to check if it's true or false and skip the content of the hook. We also don't need to check for reimbursementAccount?.isLoading, we set it true later and we actually want the whole hook to run on mount. We only don't want to fetch the data if it's the same policy as we already have the data.

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Got it

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Got it

if (isPreviousPolicy) {
return;
}

BankAccounts.setReimbursementAccountLoading(true);
ReimbursementAccount.clearReimbursementAccountDraft();

// If the step to open is empty, we want to clear the sub step, so the connect option view is shown to the user
const isStepToOpenEmpty = getStepToOpenFromRouteParams(route) === '';
if (isStepToOpenEmpty) {
BankAccounts.setBankAccountSubStep(null);
BankAccounts.setPlaidEvent(null);
}
fetchData(false, isStepToOpenEmpty);
fetchData();
// eslint-disable-next-line react-compiler/react-compiler, react-hooks/exhaustive-deps
}, []); // The empty dependency array ensures this runs only once after the component mounts.

useEffect(() => {
if (typeof reimbursementAccount?.isLoading !== 'boolean' || reimbursementAccount.isLoading === prevIsReimbursementAccountLoading) {
return;
}
setIsReimbursementAccountLoading(reimbursementAccount.isLoading);
setHasACHDataBeenLoaded(true);
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@koko57 In case of isLoading is updated from false to true, It will be incorrect. Wdyt If we remove this useEffect? As I understand, this useEffect is to update the deprecated state that no longer use

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@koko57 koko57 Oct 3, 2024 •
edited
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@DylanDylann yep, I think that makes sense. Although I must have had some idea why I changed this, but I don't remember now 😅
I will check and remove this useEffect or refactor it

Thanks for pointing this out!

}, [prevIsReimbursementAccountLoading, reimbursementAccount?.isLoading]);

useEffect(
Expand All @@ -243,8 +237,7 @@ function ReimbursementAccountPage({route, policy}: ReimbursementAccountPageProps
}

if (!hasACHDataBeenLoaded) {
if (reimbursementAccount !== CONST.REIMBURSEMENT_ACCOUNT.DEFAULT_DATA && isReimbursementAccountLoading === false) {
setShouldShowContinueSetupButton(getShouldShowContinueSetupButtonInitialValue());
if (reimbursementAccount !== CONST.REIMBURSEMENT_ACCOUNT.DEFAULT_DATA && reimbursementAccount?.isLoading === false) {
setHasACHDataBeenLoaded(true);
}
return;
Expand Down Expand Up @@ -296,7 +289,6 @@ function ReimbursementAccountPage({route, policy}: ReimbursementAccountPageProps
BankAccounts.setBankAccountSubStep(CONST.BANK_ACCOUNT.SETUP_TYPE.MANUAL).then(() => {
setShouldShowContinueSetupButton(false);
});
fetchData(true);
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@koko57 same here, Why do you remove this line?

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we don't need to fetch the data here. Besides, when I was working on that that call to API seemed not to be sent

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@koko57 To safe, If we remove this, I think we need to understand why we added it before

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This flow is quite complicated. So we should be careful about this change to avoid regression. Thanks

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@DylanDylann as we fetchData when the component mounts we don't need to fetch it once again when we choose manual flow. And as I said - when working on it I've never saw this request being sent (not sure why).

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@DylanDylann yeah it's complicates 😅 I've tried to simplify it as much as possible.

};

const goBack = () => {
Expand Down Expand Up @@ -352,7 +344,7 @@ function ReimbursementAccountPage({route, policy}: ReimbursementAccountPageProps
}
};

const isLoading = (!!isLoadingApp || !!account?.isLoading || isReimbursementAccountLoading) && (!plaidCurrentEvent || plaidCurrentEvent === CONST.BANK_ACCOUNT.PLAID.EVENTS_NAME.EXIT);
const isLoading = (!!isLoadingApp || !!account?.isLoading || reimbursementAccount?.isLoading) && (!plaidCurrentEvent || plaidCurrentEvent === CONST.BANK_ACCOUNT.PLAID.EVENTS_NAME.EXIT);

const shouldShowOfflineLoader = !(
isOffline &&
Expand Down Expand Up @@ -424,53 +416,43 @@ function ReimbursementAccountPage({route, policy}: ReimbursementAccountPageProps
);
}

if (currentStep === CONST.BANK_ACCOUNT.STEP.BANK_ACCOUNT) {
return (
<BankAccountStep
reimbursementAccount={reimbursementAccount}
onBackButtonPress={goBack}
receivedRedirectURI={getPlaidOAuthReceivedRedirectURI()}
plaidLinkOAuthToken={plaidLinkToken}
policyName={policyName}
policyID={policyIDParam}
/>
);
}

if (currentStep === CONST.BANK_ACCOUNT.STEP.COMPANY) {
return <CompanyStep onBackButtonPress={goBack} />;
}

if (currentStep === CONST.BANK_ACCOUNT.STEP.REQUESTOR) {
const shouldShowOnfido = onfidoToken && !achData?.isOnfidoSetupComplete;
return (
<RequestorStep
ref={requestorStepRef}
shouldShowOnfido={!!shouldShowOnfido}
onBackButtonPress={goBack}
/>
);
}

if (currentStep === CONST.BANK_ACCOUNT.STEP.BENEFICIAL_OWNERS) {
return <BeneficialOwnersStep onBackButtonPress={goBack} />;
}

if (currentStep === CONST.BANK_ACCOUNT.STEP.ACH_CONTRACT) {
return <ACHContractStep onBackButtonPress={goBack} />;
}

if (currentStep === CONST.BANK_ACCOUNT.STEP.VALIDATION) {
return <ConnectBankAccount onBackButtonPress={goBack} />;
}

if (currentStep === CONST.BANK_ACCOUNT.STEP.ENABLE) {
return (
<EnableBankAccount
reimbursementAccount={reimbursementAccount}
onBackButtonPress={goBack}
/>
);
switch (currentStep) {
case CONST.BANK_ACCOUNT.STEP.BANK_ACCOUNT:
return (
<BankAccountStep
reimbursementAccount={reimbursementAccount}
onBackButtonPress={goBack}
receivedRedirectURI={getPlaidOAuthReceivedRedirectURI()}
plaidLinkOAuthToken={plaidLinkToken}
policyName={policyName}
policyID={policyIDParam}
/>
);
case CONST.BANK_ACCOUNT.STEP.REQUESTOR:
return (
<RequestorStep
ref={requestorStepRef}
shouldShowOnfido={!!(onfidoToken && !achData?.isOnfidoSetupComplete)}
onBackButtonPress={goBack}
/>
);
case CONST.BANK_ACCOUNT.STEP.COMPANY:
return <CompanyStep onBackButtonPress={goBack} />;
case CONST.BANK_ACCOUNT.STEP.BENEFICIAL_OWNERS:
return <BeneficialOwnersStep onBackButtonPress={goBack} />;
case CONST.BANK_ACCOUNT.STEP.ACH_CONTRACT:
return <ACHContractStep onBackButtonPress={goBack} />;
case CONST.BANK_ACCOUNT.STEP.VALIDATION:
return <ConnectBankAccount onBackButtonPress={goBack} />;
case CONST.BANK_ACCOUNT.STEP.ENABLE:
return (
<EnableBankAccount
reimbursementAccount={reimbursementAccount}
onBackButtonPress={goBack}
/>
);
default:
return null;
}
}

Expand Down
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