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fix: Qbd direct date grouping fix #1198

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@DhaaraniCIT DhaaraniCIT commented Mar 5, 2025

Description

fix: Qbd direct date grouping fix

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Summary by CodeRabbit

  • Refactor
    • Enhanced how expense grouping options are handled, ensuring a more consistent and intuitive configuration for expense export settings.
    • Streamlined the logic to adjust available options based on transaction type, removing redundant processes for improved clarity and maintainability.

@DhaaraniCIT DhaaraniCIT requested a review from ashwin1111 March 5, 2025 06:47
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coderabbitai bot commented Mar 5, 2025

Walkthrough

The pull request updates the qbd-direct-export-settings.component.ts file. Changes include modifications to import statements, variable type updates from QBDExportSettingFormOption[] to SelectFormOption[], and refactoring of methods. The watchers now use ExportSettingModel.constructExportDateOptions to set expense grouping options, replacing previously used methods. Additionally, two private helper methods related to expense grouping options have been removed.

Changes

File(s) Change Summary
src/app/integrations/qbd-direct/.../qbd-direct-export-settings.component.ts - Added ExpenseGroupingFieldOption and ExportSettingModel to the import list.
- Updated variable types from QBDExportSettingFormOption[] to SelectFormOption[].
- Modified reimbursableExpenseGroupWatcher and cccExpenseGroupWatcher to utilize ExportSettingModel.constructExportDateOptions, with the latter including a conditional check on creditCardExportType.
- Removed private methods for setting expense grouping options.

Sequence Diagram(s)

sequenceDiagram
    participant Comp as QbdDirectExportSettingsComponent
    participant Model as ExportSettingModel

    %% Reimbursable Expense Group Watcher Flow
    Comp->>Model: constructExportDateOptions(parameters for reimbursable)
    Model-->>Comp: returns options
    Note right of Comp: Set reimbursableExpenseGroupingDateOptions

    %% CCC Expense Group Watcher Flow with conditional logic
    alt CREDIT_CARD_PURCHASE
        Comp->>Model: constructExportDateOptions(parameters for credit card purchase)
    else Other Type
        Comp->>Model: constructExportDateOptions(parameters for other types)
    end
    Model-->>Comp: returns options
    Note right of Comp: Set cccExpenseGroupingDateOptions
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  • ashwin1111

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Hopping through changes neat and thorough.
Imports rearranged and types redefined,
Methods now clearer, logic refined.
I nibble on carrots of fresh, clean code—
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📥 Commits

Reviewing files that changed from the base of the PR and between f408a04 and e0b575f.

📒 Files selected for processing (1)
  • src/app/integrations/qbd-direct/qbd-direct-shared/qbd-direct-export-settings/qbd-direct-export-settings.component.ts (5 hunks)
⏰ Context from checks skipped due to timeout of 90000ms (1)
  • GitHub Check: unit-test
🔇 Additional comments (6)
src/app/integrations/qbd-direct/qbd-direct-shared/qbd-direct-export-settings/qbd-direct-export-settings.component.ts (6)

4-4: Good addition of ExpenseGroupingFieldOption enum.

Adding this enum to the imports is appropriate since it's now being used with the ExportSettingModel for group options construction.


19-19: Appropriate addition of common export setting models.

The inclusion of ExportSettingModel and ExportSettingOptionSearch from the common models directory supports code reuse and standardization across the application.


41-41: Type change improves consistency across the application.

Changing from QBDExportSettingFormOption[] to SelectFormOption[] aligns with application-wide standardization efforts and promotes better interoperability between components.


51-51: Type change improves consistency across the application.

Similar to the previous change, updating to SelectFormOption[] for reimbursableExpenseGroupingDateOptions makes the type consistent with other form options in the application.


235-235: Refactored to use common ExportSettingModel.

Replacing the QBD-specific method with the more generic ExportSettingModel.constructExportDateOptions centralizes the date option construction logic, reducing code duplication and improving maintainability.


241-245:

✅ Verification successful

Enhanced handling of expense grouping based on export type.

The updated logic correctly differentiates between CREDIT_CARD_PURCHASE and other export types, which provides better flexibility and accuracy in expense grouping. This addresses the date grouping issue mentioned in the PR description.

Be sure to thoroughly test both branches of this conditional to ensure proper behavior for all export types.


🏁 Script executed:

#!/bin/bash
# Look for any tests related to credit card export types
rg -A 3 -B 3 "creditCardExportType.*CREDIT_CARD_PURCHASE" --type ts

Length of output: 12215


Enhanced expense grouping logic validated in QBD settings.

The updated handling in qbd-direct-export-settings.component.ts now clearly distinguishes between CREDIT_CARD_PURCHASE and other export types. This change improves both flexibility and accuracy for expense grouping—addressing the date grouping issue described in the PR.

  • Test findings confirm similar logic is validated in the QBO export settings, which supports the approach used here.
  • Please ensure that unit tests are in place for the QBD branch as well, covering:
    • When creditCardExportType is CREDIT_CARD_PURCHASE (date options constructed with true).
    • When it is any other export type (date options constructed with false).
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@github-actions github-actions bot added the size/S Small PR label Mar 5, 2025
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github-actions bot commented Mar 5, 2025

Unit Test Coverage % values
Statements 33.08% ( 4171 / 12608 )
Branches 26.49% ( 1181 / 4458 )
Functions 25.65% ( 895 / 3489 )
Lines 33.26% ( 4105 / 12340 )

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