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[Certinia] R2 PSA: Import page (PSA branch) and CertiniaTagsMappingPage #89439

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[Certinia] R2 PSA: Import page (PSA branch) and CertiniaTagsMappingPage#89439
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shawnbortonyuwenmemonShridharGoelthelullabyy
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DailyKSv2EngineeringNewFeatureSomething to build that is a new item.Skip PaymentSkips all the payment process steps for an issue. Use it for fixed-price projects.

Description

@yuwenmemon
yuwenmemon
opened on May 2, 2026

Parent: Expensify/Expensify#589894
Design doc: https://docs.google.com/document/d/1qQXU4EIij-OyCpk6z8idi0ch0rP4XtIQ0770STZeF5E/edit

Scope

Branch CertiniaImportPage to render PSA content when hasPSA === true, and create the new CertiniaTagsMappingPage reached from the new Tags push row.

Implementation notes (from design doc)

CertiniaImportPage.tsx — Add PSA conditional rendering

Read const hasPSA = policy?.connections?.financialForce?.config?.hasPSA. When hasPSA === true, render PSA content instead of FFA content:

  1. Expense Type GLA Mappings (locked): ToggleSettingOptionRow with isActive={true}, disabled={true}. Subtitle: "FinancialForce Expense Type GLA Mappings are imported into Expensify as categories."
  2. Tags: MenuItemWithTopDescription → POLICY_ACCOUNTING_CERTINIA_TAGS_MAPPING.getRoute(policyID). title = translated label for config?.coding?.parentTagMapping.
  3. Milestones: ToggleSettingOptionRow. isActive={!!config?.coding?.syncMilestones}. onToggle={(enabled) => updateFinancialForceSyncMilestones(policyID, enabled)}.

No Tax toggle for PSA.

src/pages/workspace/accounting/certinia/import/CertiniaTagsMappingPage.tsx — Create

SelectionScreen with RadioListItem. Three options:

  • 'PARENT_TAG_PROJECTS_AND_ASSIGNMENTS' → "Projects and Assignments"
  • 'PARENT_TAG_PROJECTS' → "Projects"
  • 'PARENT_TAG_ASSIGNMENTS' → "Assignments"

Active value: config?.coding?.parentTagMapping. Calls updateFinancialForceParentTagMapping(policyID, value).

Tests

  • PSA workspace (hasPSA === true): import page shows locked Expense Type GLA Mappings toggle, Tags push row, Milestones toggle — no Dimension rows, no Tax toggle.
  • FFA workspace: import page renders the original Release 1 content unchanged.
  • Tags Mapping page shows 3 radio options; selecting one updates the source page subtitle optimistically and reverts on simulated failure.
  • Milestones toggle fires the action with pending indicator and reverts on failure.
Issue OwnerCurrent Issue Owner: @ShridharGoel

Activity

  1. yuwenmemon
    assigned
    ChavdaSachin
    and
    yuwenmemon
    on May 2, 2026
  2. yuwenmemon
    added
    Engineering
    DailyKSv2
    NewFeatureSomething to build that is a new item.
    on May 2, 2026
  3. github-project-automation
    added this to [#whatsnext] #migrateon May 2, 2026
  4. melvin-bot
    assigned
    shawnborton
    on May 2, 2026

  5. melvin-bot commented on May 2, 2026

    @melvin-bot
    melvin-botBot
    on May 2, 2026 – with Melvin Bot

    Triggered auto assignment to Design team member for new feature review - @shawnborton (NewFeature)

  6. melvin-bot
    added
    Overdue
    on May 4, 2026
  7. trjExpensify
    changed the title [-]R2 PSA: Import page (PSA branch) and CertiniaTagsMappingPage[/-] [+][Certinia] R2 PSA: Import page (PSA branch) and CertiniaTagsMappingPage[/+] on May 5, 2026
  8. trjExpensify
    moved this to CRITICAL in [#whatsnext] #migrateon May 5, 2026

  9. melvin-bot commented on May 5, 2026

    @melvin-bot
    melvin-botBot
    on May 5, 2026 – with Melvin Bot

    @ChavdaSachin Uh oh! This issue is overdue by 2 days. Don't forget to update your issues!

  10. melvin-bot commented on May 7, 2026

    @melvin-bot
    melvin-botBot
    on May 7, 2026 – with Melvin Bot

    @ChavdaSachin Huh... This is 4 days overdue. Who can take care of this?

  11. melvin-bot commented on May 11, 2026

    @melvin-bot
    melvin-botBot
    on May 11, 2026 – with Melvin Bot

    @ChavdaSachin 8 days overdue is a lot. Should this be a Weekly issue? If so, feel free to change it!

  12. melvin-bot commented on May 13, 2026

    @melvin-bot
    melvin-botBot
    on May 13, 2026 – with Melvin Bot

    @ChavdaSachin 10 days overdue. Is anyone even seeing these? Hello?

  13. 34 remaining items

  14. melvin-bot
    assigned
    mallenexpensify
    on Jul 1, 2026
  15. melvin-bot
    removed
    Overdue
    on Jul 1, 2026

  16. melvin-bot commented on Jul 1, 2026

    @melvin-bot
    melvin-botBot
    on Jul 1, 2026 – with Melvin Bot

    Payment Summary

    Upwork Job

    BugZero Checklist (@mallenexpensify)

    • I have verified the correct assignees and roles are listed above and updated the necessary manual offers
    • I have verified that there are no duplicate or incorrect contracts on Upwork for this job (https://www.upwork.com/ab/applicants//hired)
    • I have verified the PR was not reverted
    • I have applied any discounts due to bugs/regressions introduced by this PR
    • I have paid out the Upwork contracts or cancelled the ones that are incorrect
    • I have verified the payment summary above is correct
  17. mallenexpensify
    changed the title [-][Due for payment 2026-07-02] [Certinia] R2 PSA: Import page (PSA branch) and CertiniaTagsMappingPage[/-] [+][Certinia] R2 PSA: Import page (PSA branch) and CertiniaTagsMappingPage[/+] on Jul 3, 2026
  18. melvin-bot
    added
    Overdue
    on Jul 3, 2026
  19. mallenexpensify
    removed their assignment
    on Jul 3, 2026
  20. melvin-bot
    removed
    Overdue
    on Jul 3, 2026
  21. mallenexpensify
    added
    Skip PaymentSkips all the payment process steps for an issue. Use it for fixed-price projects.
    and removed
    Awaiting PaymentAuto-added when associated PR is deployed to production
    on Jul 3, 2026

  22. mallenexpensify commented on Jul 3, 2026

    @mallenexpensify
    mallenexpensify
    on Jul 3, 2026
    Contributor

    Added Skip Payment label, please comment and tag me if/when payment is due, thx

  23. melvin-bot
    added
    Overdue
    on Jul 6, 2026
  24. yuwenmemon
    closed this as completedon Jul 7, 2026
  25. github-project-automation
    moved this from CRITICAL to Done in [#whatsnext] #migrateon Jul 7, 2026
  26. melvin-bot
    removed
    Overdue
    on Jul 7, 2026
  27. quinthar
    added
    #migrate
    on Aug 11, 2026
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