[$250] [HOLD for payment 2024-06-11] [Wave Collect] [Xero] [Imported Features and Taxes] Make Categories, Tags, and Taxes read-only when the user is connected to Xero

[lakchote]

As noted here for QBO, we need to prevent the user from taking actions when the user is connected to Xero.

When the user connects to Xero:

• optimistically clear all existing categories, tags and taxes the user might have had on the policy, when they add the Xero connection
• prevent the user from turning off categories, tags and taxes features
• prevent the user from deleting categories, tags and taxes imported from Xero
• prevent the user from adding new categories, tags and taxes

This will be worked on by SWM engineers, see Slack discussion here.

Until the Xero authorization flow (NewDot issue) is done (which entails NewDot, Web-E and IS changes), we won't be able to work on this yet.

Issue Owner

Current Issue Owner: @

Upwork Automation - Do Not Edit

• Upwork Job URL: https://www.upwork.com/jobs/~01bf513d396cfd4d35
• Upwork Job ID: 1800169199603790711
• Last Price Increase: 2024-06-10

[melvin-bot]

Triggered auto assignment to @joekaufmanexpensify (Bug), see https://stackoverflow.com/c/expensify/questions/14418 for more details.

[melvin-bot]

Current assignee @joekaufmanexpensify is eligible for the NewFeature assigner, not assigning anyone new.

[joekaufmanexpensify]

@lakchote should I be finding someone from SWM to do this, or just waiting for someone who already committed to do it to pick it up?