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Description
What changed
#105727
Workspace admins using Zoho Books can enable exporting company-card expenses to multiple accounts, choosing an account for each card program or individual card. They can return a program or card to its default account, and change a card's account from Company cards as well as Accounting.
Suggested tracking
| Type | What to track | Name | Where in code | Details | Confidence |
|---|---|---|---|---|---|
| Masking | Protect custom feed names, card descriptions and financial account names in the new configuration flow | ZohoBooksCardProgramAccountPage, ZohoBooksCardAccountPage, ZohoBooksCardAccountCardListPage, ZohoBooksCardProgramAccountSelectorPage; shared per-card picker | MenuItemField/feed rows: ZohoBooksCardProgramAccountPage.tsx:91–94, ZohoBooksCardAccountPage.tsx:90–92, ZohoBooksCardAccountCardListPage.tsx:97–101. Custom feed headers: card list:62, program selector:121. Account option titles: program selector:78, DynamicWorkspaceCompanyCardAccountSelectCardPage.tsx:135 | These text paths have no explicit mask. Add fsClass={CONST.FULLSTORY.CLASS.MASK} at the effective native Text/View boundaries, forwarding through shared components where needed. Keep static labels and click identifiers usable; never include names, card/account IDs or account values in tracking identifiers. |
high |
| Custom element | Enable/disable exporting to multiple accounts | Zoho Books – Configure exporting to multiple accounts switch | ToggleSettingOptionRow in ZohoBooksExportPage.tsx:147–156; inner Switch.tsx:132–136 | Add a CONST.SENTRY_LABEL constant with value WorkspaceZohoBooks-ExportToMultipleAccounts and forward it to the actual switch pressable as sentryLabel, producing [data-sentry-label="WorkspaceZohoBooks-ExportToMultipleAccounts"]. Currently its label comes from translated accessibility text, so targeting is locale-dependent. Follow the existing element convention; no duplicate click event. |
high |
| Page view (no code) | Visits through the four new configuration screens | Policy_Accounting_Zoho_Books_Card_Program_Account; Policy_Accounting_Zoho_Books_Card_Program_Account_Selector; Policy_Accounting_Zoho_Books_Card_Account; Policy_Accounting_Zoho_Books_Card_Account_Card_List |
SCREENS.ts:628–631; automatic tracking in NavigationRoot.tsx:65–75 | Use existing Page_viewed with screen_name equal to each name above; navigation supplies entry_point automatically. No code needed. The per-card account picker reuses Dynamic_Workspace_CompanyCard_Export, not a new screen. |
high |
Open questions
Are FullStory element definitions already configured for the PR's existing WorkspaceZohoBooks-CardProgramAccount, WorkspaceZohoBooks-CardAccount, WorkspaceZohoBooks-CardProgramAccountFeed, WorkspaceZohoBooks-CardAccountFeed and WorkspaceZohoBooks-CardAccountCard labels, plus screen-scoped SelectionList-BaseListItem account selections? The identifiers are already present in code; do not add duplicate instrumentation. FullStory-side definitions and organization-level privacy rules were not accessible, so the masking recommendation describes explicit source-level coverage.
Activity