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Always show Update credentials for Sage Intacct connections#90359

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Always show Update credentials for Sage Intacct connections#90359
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claude-sageIntacctAlwaysShowUpdateCredentials

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Explanation of Change

For Sage Intacct connections, always show the "Update credentials" option in the accounting overflow menu alongside "Sync now". Unlike OAuth-based integrations, Sage Intacct uses rotatable Web Services credentials (company ID, user ID, password), so admins need to update them proactively without waiting for a sync failure.

Changes:

  • Expanded shouldShowEnterCredentials to also be true when the connected integration is Sage Intacct
  • Restructured the overflow menu from a mutually exclusive ternary into independent conditional spreads, so both "Update credentials" and "Sync now" can appear together for Sage Intacct
  • For Sage Intacct, the "Update credentials" item navigates directly to the enter-credentials route instead of going through startIntegrationFlow (which would incorrectly land on the prerequisites/existing-connections page when there's no auth error)
  • Added updateCredentials translation key to all locale files
  • Existing behavior for all other integrations (QBO, Xero, NetSuite, QBD) is completely unchanged

Fixed Issues

$ #90281
PROPOSAL: #90281 (comment)

Tests

// TODO: The human co-author must fill out the tests you ran before marking this PR as "ready for review"
// Please describe what tests you performed that validates your changed worked.

  • Verify that no errors appear in the JS console

Offline tests

// TODO: The human co-author must fill out the offline tests

QA Steps

// TODO: These must be filled out, or the issue title must include "[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
  • I verified there are no console errors (if there's a console error not related to the PR, report it or open an issue for it to be fixed)
  • I followed proper code patterns (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 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
      • If any non-english text was added/modified, I used JaimeGPT to get English > Spanish translation. I then posted it 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
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
  • I followed the guidelines as stated in the Review Guidelines
  • 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)
  • 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.ts or at the top of the file that uses the constant) are defined as such
  • I verified that if a function's arguments changed that all usages have also been updated correctly
  • 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 new assets were added or existing ones were modified, I verified that:
    • The assets are optimized and compressed (for SVG files, run npm run compress-svg)
    • The assets load correctly across all supported platforms.
  • 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.
  • I added unit tests for any new feature or bug fix in this PR to help automatically prevent regressions in this user flow.
  • 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.

Screenshots/Videos

Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari

…w menu

For Sage Intacct connections, always show the Update credentials option
alongside Sync now, since Intacct uses rotatable Web Services credentials
(company ID, user ID, password) rather than OAuth tokens. For all other
integrations, the existing auth-error-only behavior is preserved unchanged.

Co-authored-by: Abdelrahman Khattab <abzokhattab@users.noreply.github.com>
@OSBotify
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🦜 Polyglot Parrot! 🦜

Squawk! Looks like you added some shiny new English strings. Allow me to parrot them back to you in other tongues:

View the translation diff
diff --git a/src/languages/de.ts b/src/languages/de.ts
index 112855a0..afe10a04 100644
--- a/src/languages/de.ts
+++ b/src/languages/de.ts
@@ -6188,7 +6188,7 @@ _Für ausführlichere Anweisungen [besuchen Sie unsere Hilfeseite](${CONST.NETSU
             connectPrompt: ({connectionName}: ConnectionNameParams) =>
                 `Sind Sie sicher, dass Sie ${CONST.POLICY.CONNECTIONS.NAME_USER_FRIENDLY[connectionName] ?? 'diese Buchhaltungsintegration'} verbinden möchten? Dadurch werden alle bestehenden Buchhaltungsverbindungen entfernt.`,
             enterCredentials: 'Gib deine Anmeldedaten ein',
-            updateCredentials: 'Update credentials',
+            updateCredentials: 'Anmeldedaten aktualisieren',
             claimOffer: {
                 badgeText: 'Angebot verfügbar!',
                 xero: {
diff --git a/src/languages/es.ts b/src/languages/es.ts
index 020cdbdb..85401907 100644
--- a/src/languages/es.ts
+++ b/src/languages/es.ts
@@ -1687,10 +1687,8 @@ const translations: TranslationDeepObject<typeof en> = {
         backdropLabel: 'Fondo del Modal',
     },
     nextStep: {
-        /* eslint-disable @typescript-eslint/no-unused-vars */
         message: {
             [CONST.NEXT_STEP.MESSAGE_KEY.WAITING_TO_ADD_TRANSACTIONS]: (actor, actorType, _eta, _etaType) => {
-                // eslint-disable-next-line default-case
                 switch (actorType) {
                     case CONST.NEXT_STEP.ACTOR_TYPE.CURRENT_USER:
                         return `Esperando a que <strong>tú</strong> añadas gastos.`;
@@ -1701,7 +1699,6 @@ const translations: TranslationDeepObject<typeof en> = {
                 }
             },
             [CONST.NEXT_STEP.MESSAGE_KEY.WAITING_TO_SUBMIT]: (actor, actorType, _eta, _etaType) => {
-                // eslint-disable-next-line default-case
                 switch (actorType) {
                     case CONST.NEXT_STEP.ACTOR_TYPE.CURRENT_USER:
                         return `Esperando a que <strong>tú</strong> envíes los gastos.`;
@@ -1713,7 +1710,6 @@ const translations: TranslationDeepObject<typeof en> = {
             },
             [CONST.NEXT_STEP.MESSAGE_KEY.NO_FURTHER_ACTION]: (_actor, _actorType, _eta, _etaType) => `¡No se requiere ninguna acción adicional!`,
             [CONST.NEXT_STEP.MESSAGE_KEY.WAITING_FOR_SUBMITTER_ACCOUNT]: (actor, actorType, _eta, _etaType) => {
-                // eslint-disable-next-line default-case
                 switch (actorType) {
                     case CONST.NEXT_STEP.ACTOR_TYPE.CURRENT_USER:
                         return `Esperando a que <strong>tú</strong> añadas una cuenta bancaria.`;
@@ -1728,7 +1724,6 @@ const translations: TranslationDeepObject<typeof en> = {
                 if (eta) {
                     formattedETA = etaType === CONST.NEXT_STEP.ETA_TYPE.DATE_TIME ? ` el ${eta} de cada mes` : ` ${eta}`;
                 }
-                // eslint-disable-next-line default-case
                 switch (actorType) {
                     case CONST.NEXT_STEP.ACTOR_TYPE.CURRENT_USER:
                         return `Esperando a que tus gastos se envíen automáticamente${formattedETA}.`;
@@ -1739,7 +1734,6 @@ const translations: TranslationDeepObject<typeof en> = {
                 }
             },
             [CONST.NEXT_STEP.MESSAGE_KEY.WAITING_TO_FIX_ISSUES]: (actor, actorType, _eta, _etaType) => {
-                // eslint-disable-next-line default-case
                 switch (actorType) {
                     case CONST.NEXT_STEP.ACTOR_TYPE.CURRENT_USER:
                         return `Esperando a que <strong>tú</strong> soluciones ellos problemas.`;
@@ -1750,7 +1744,6 @@ const translations: TranslationDeepObject<typeof en> = {
                 }
             },
             [CONST.NEXT_STEP.MESSAGE_KEY.WAITING_TO_APPROVE]: (actor, actorType, _eta, _etaType) => {
-                // eslint-disable-next-line default-case
                 switch (actorType) {
                     case CONST.NEXT_STEP.ACTOR_TYPE.CURRENT_USER:
                         return `Esperando a que <strong>tú</strong> apruebes los gastos.`;
@@ -1761,7 +1754,6 @@ const translations: TranslationDeepObject<typeof en> = {
                 }
             },
             [CONST.NEXT_STEP.MESSAGE_KEY.WAITING_TO_EXPORT]: (actor, actorType, _eta, _etaType) => {
-                // eslint-disable-next-line default-case
                 switch (actorType) {
                     case CONST.NEXT_STEP.ACTOR_TYPE.CURRENT_USER:
                         return `Esperando a que <strong>tú</strong> exportes este informe.`;
@@ -1772,7 +1764,6 @@ const translations: TranslationDeepObject<typeof en> = {
                 }
             },
             [CONST.NEXT_STEP.MESSAGE_KEY.WAITING_TO_PAY]: (actor, actorType, _eta, _etaType) => {
-                // eslint-disable-next-line default-case
                 switch (actorType) {
                     case CONST.NEXT_STEP.ACTOR_TYPE.CURRENT_USER:
                         return `Esperando a que <strong>tú</strong> pagues los gastos.`;
@@ -1783,7 +1774,6 @@ const translations: TranslationDeepObject<typeof en> = {
                 }
             },
             [CONST.NEXT_STEP.MESSAGE_KEY.WAITING_FOR_POLICY_BANK_ACCOUNT]: (actor, actorType, _eta, _etaType) => {
-                // eslint-disable-next-line default-case
                 switch (actorType) {
                     case CONST.NEXT_STEP.ACTOR_TYPE.CURRENT_USER:
                         return `Esperando a que <strong>tú</strong> termines de configurar una cuenta bancaria de empresa.`;
@@ -1803,7 +1793,6 @@ const translations: TranslationDeepObject<typeof en> = {
             [CONST.NEXT_STEP.MESSAGE_KEY.SUBMITTING_TO_SELF]: (_actor, _actorType, _eta, _etaType) =>
                 `¡Ups! Parece que estás enviando el informe a <strong>ti mismo</strong>. Aprobar tus propios informes está <strong>prohibido</strong> por tu espacio de trabajo. Por favor, envía este informe a otra persona o contacta a tu administrador para cambiar la persona a la que lo envías.`,
             [CONST.NEXT_STEP.MESSAGE_KEY.REJECTED_REPORT]: (actor, actorType) => {
-                // eslint-disable-next-line default-case
                 switch (actorType) {
                     case CONST.NEXT_STEP.ACTOR_TYPE.CURRENT_USER:
                         return `Este informe fue rechazado. Esperando a que <strong>tú</strong> corrijas los problemas y lo vuelvas a enviar manualmente.`;
@@ -2458,7 +2447,6 @@ ${amount} para ${merchant} - ${date}`,
                 two: 'º',
                 few: 'º',
                 other: 'º',
-                /* eslint-disable @typescript-eslint/naming-convention */
                 '1': 'Primero',
                 '2': 'Segundo',
                 '3': 'Tercero',
@@ -2469,7 +2457,6 @@ ${amount} para ${merchant} - ${date}`,
                 '8': 'Octavo',
                 '9': 'Noveno',
                 '10': 'Décimo',
-                /* eslint-enable @typescript-eslint/naming-convention */
             },
         },
         approverInMultipleWorkflows: 'Este miembro ya pertenece a otro flujo de aprobación. Cualquier actualización aquí se reflejará allí también.',
@@ -6931,7 +6918,6 @@ ${amount} para ${merchant} - ${date}`,
         restrictedDescription: 'Sólo las personas en tu espacio de trabajo pueden encontrar esta sala',
         privateDescription: 'Sólo las personas que están invitadas a esta sala pueden encontrarla',
         publicDescription: 'Cualquier persona puede unirse a esta sala',
-        // eslint-disable-next-line @typescript-eslint/naming-convention
         public_announceDescription: 'Cualquier persona puede unirse a esta sala',
         createRoom: 'Crea una sala de chat',
         roomAlreadyExistsError: 'Ya existe una sala con este nombre',
@@ -6951,7 +6937,6 @@ ${amount} para ${merchant} - ${date}`,
             restricted: 'Espacio de trabajo',
             private: 'Privada',
             public: 'Público',
-            // eslint-disable-next-line @typescript-eslint/naming-convention
             public_announce: 'Anuncio Público',
         },
     },
@@ -7266,7 +7251,6 @@ ${amount} para ${merchant} - ${date}`,
         updatedDefaultTitle: (newDefaultTitle, oldDefaultTitle) => `cambió la fórmula personalizada del nombre del informe a "${newDefaultTitle}" (previamente "${oldDefaultTitle}")`,
         updatedOwnership: (oldOwnerEmail, oldOwnerName, policyName) => `asumió la propiedad del espacio de trabajo ${policyName} de ${oldOwnerName} (${oldOwnerEmail})`,
         updatedAutoHarvesting: (enabled) => `${enabled ? 'habilitó' : 'deshabilitó'} el envío programado`,
-        // eslint-disable-next-line @typescript-eslint/max-params
         updatedIndividualBudgetNotification: (
             budgetAmount,
             budgetFrequency,
diff --git a/src/languages/fr.ts b/src/languages/fr.ts
index 68d35ba4..067e6a78 100644
--- a/src/languages/fr.ts
+++ b/src/languages/fr.ts
@@ -6209,7 +6209,7 @@ _Pour des instructions plus détaillées, [visitez notre site d’aide](${CONST.
             connectPrompt: ({connectionName}: ConnectionNameParams) =>
                 `Voulez-vous vraiment connecter ${CONST.POLICY.CONNECTIONS.NAME_USER_FRIENDLY[connectionName] ?? 'cette intégration comptable'} ? Cette action supprimera toutes les connexions comptables existantes.`,
             enterCredentials: 'Saisissez vos identifiants',
-            updateCredentials: 'Update credentials',
+            updateCredentials: 'Mettre à jour les identifiants',
             claimOffer: {
                 badgeText: 'Offre disponible !',
                 xero: {
diff --git a/src/languages/it.ts b/src/languages/it.ts
index 2bee6799..83d9f4b0 100644
--- a/src/languages/it.ts
+++ b/src/languages/it.ts
@@ -6178,7 +6178,7 @@ _Per istruzioni più dettagliate, [visita il nostro sito di assistenza](${CONST.
             connectPrompt: ({connectionName}: ConnectionNameParams) =>
                 `Sei sicuro di voler collegare ${CONST.POLICY.CONNECTIONS.NAME_USER_FRIENDLY[connectionName] ?? 'questa integrazione contabile'}? Questo rimuoverà tutte le connessioni contabili esistenti.`,
             enterCredentials: 'Inserisci le tue credenziali',
-            updateCredentials: 'Update credentials',
+            updateCredentials: 'Aggiorna credenziali',
             claimOffer: {
                 badgeText: 'Offerta disponibile!',
                 xero: {
diff --git a/src/languages/ja.ts b/src/languages/ja.ts
index 7d1faaf7..279f34af 100644
--- a/src/languages/ja.ts
+++ b/src/languages/ja.ts
@@ -6107,7 +6107,7 @@ _詳しい手順については、[ヘルプサイトをご覧ください](${CO
             connectPrompt: ({connectionName}: ConnectionNameParams) =>
                 `${CONST.POLICY.CONNECTIONS.NAME_USER_FRIENDLY[connectionName] ?? 'この会計連携'} を接続してもよろしいですか?これにより、既存の会計連携はすべて削除されます。`,
             enterCredentials: '認証情報を入力してください',
-            updateCredentials: 'Update credentials',
+            updateCredentials: '認証情報を更新',
             claimOffer: {
                 badgeText: 'オファーをご利用いただけます!',
                 xero: {
diff --git a/src/languages/nl.ts b/src/languages/nl.ts
index bbefe751..71635c9a 100644
--- a/src/languages/nl.ts
+++ b/src/languages/nl.ts
@@ -6156,7 +6156,7 @@ _Voor meer gedetailleerde instructies, [bezoek onze help-site](${CONST.NETSUITE_
             connectPrompt: ({connectionName}: ConnectionNameParams) =>
                 `Weet je zeker dat je ${CONST.POLICY.CONNECTIONS.NAME_USER_FRIENDLY[connectionName] ?? 'deze boekhoudkoppeling'} wilt koppelen? Hierdoor worden alle bestaande boekhoudkundige koppelingen verwijderd.`,
             enterCredentials: 'Voer je inloggegevens in',
-            updateCredentials: 'Update credentials',
+            updateCredentials: 'Inloggegevens bijwerken',
             claimOffer: {
                 badgeText: 'Aanbieding beschikbaar!',
                 xero: {
diff --git a/src/languages/pl.ts b/src/languages/pl.ts
index bc9c344c..5218bd66 100644
--- a/src/languages/pl.ts
+++ b/src/languages/pl.ts
@@ -6150,7 +6150,7 @@ _Aby uzyskać bardziej szczegółowe instrukcje, [odwiedź naszą stronę pomocy
             connectPrompt: ({connectionName}: ConnectionNameParams) =>
                 `Czy na pewno chcesz połączyć ${CONST.POLICY.CONNECTIONS.NAME_USER_FRIENDLY[connectionName] ?? 'ta integracja księgowa'}? Spowoduje to usunięcie wszystkich istniejących połączeń księgowych.`,
             enterCredentials: 'Wprowadź swoje dane logowania',
-            updateCredentials: 'Update credentials',
+            updateCredentials: 'Zaktualizuj dane logowania',
             claimOffer: {
                 badgeText: 'Oferta dostępna!',
                 xero: {
diff --git a/src/languages/pt-BR.ts b/src/languages/pt-BR.ts
index 435b147a..317b55c3 100644
--- a/src/languages/pt-BR.ts
+++ b/src/languages/pt-BR.ts
@@ -6157,7 +6157,7 @@ _Para instruções mais detalhadas, [visite nossa central de ajuda](${CONST.NETS
             connectPrompt: ({connectionName}: ConnectionNameParams) =>
                 `Tem certeza de que deseja conectar ${CONST.POLICY.CONNECTIONS.NAME_USER_FRIENDLY[connectionName] ?? 'esta integração contábil'}? Isso removerá quaisquer conexões contábeis existentes.`,
             enterCredentials: 'Insira suas credenciais',
-            updateCredentials: 'Update credentials',
+            updateCredentials: 'Atualizar credenciais',
             claimOffer: {
                 badgeText: 'Oferta disponível!',
                 xero: {
diff --git a/src/languages/zh-hans.ts b/src/languages/zh-hans.ts
index 9e73f8f3..9cac95fc 100644
--- a/src/languages/zh-hans.ts
+++ b/src/languages/zh-hans.ts
@@ -6004,7 +6004,7 @@ _如需更详细的说明,请[访问我们的帮助网站](${CONST.NETSUITE_IM
             connectPrompt: ({connectionName}: ConnectionNameParams) =>
                 `确定要连接 ${CONST.POLICY.CONNECTIONS.NAME_USER_FRIENDLY[connectionName] ?? '此会计集成'} 吗?这将删除所有现有的会计连接。`,
             enterCredentials: '请输入您的凭证',
-            updateCredentials: 'Update credentials',
+            updateCredentials: '更新凭证',
             claimOffer: {
                 badgeText: '优惠可用!',
                 xero: {

Note

You can apply these changes to your branch by copying the patch to your clipboard, then running pbpaste | git apply 😉

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codecov Bot commented May 12, 2026

Codecov Report

✅ Changes either increased or maintained existing code coverage, great job!

Files with missing lines Coverage Δ
...ages/workspace/accounting/PolicyAccountingPage.tsx 0.00% <0.00%> (ø)
... and 18 files with indirect coverage changes

Guard on policyID truthiness instead of defaulting to '-1'

Co-authored-by: Abdelrahman Khattab <abzokhattab@users.noreply.github.com>
@MelvinBot
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Fixed the failing ESLint check: the no-default-id-values rule was triggered by policyID ?? '-1' on line 153 of PolicyAccountingPage.tsx. Changed the condition to guard on policyID truthiness (isSageIntacct && policyID) instead of defaulting the ID to '-1'.

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3 participants