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[$750] [HOLD for payment 2024-10-11] [Workspace Feeds] Create a new form for adding missing address and personal information data to ship a card #48487

@mountiny

Description

@mountiny

Problem

When admin issues a physical card to an employee who does not have all the necessary personal details set up that are required to send the card to them, we create this card in NOT_ISSUED state and we ask the member to add the missing info. In oldDot, this is done by inbox task. We need the personal address, phone number and legal first and last name to be able to ship the card.

In Newdot, however, there is no specific form for this information altogether, leading to a schizophrenic experience that is not clear to the customer. They need to add the address and legal name in 2 different forms in settings at the moment and the only way to add a phone number is to add a secondary login which is another form.

### Solution

When a member needs to add the missing details, this report action shows to them.

image

Let's create a new form that will open in RHP and will collect all the data we need to ship the card. This would then call the existing Card_SetUserDetails API command, which requires these fields:

'legalFirstName' => 'First name',
            'legalLastName' => 'Last name',
            'phoneNumber' => 'Phone number',
            'addressCountry' => 'Country',
            'addressCity' => 'City',
            'addressStreet' => 'Street',
            'addressZip' => 'Zip code',

The API params are authToken and data, which is a stringified object with the aforementioned properties

Additionally, this form flow should be available to start from member Wallet/ card list page where they can see the not issued card too.

There is also a change required in the backend to make sure the Card_SetUserDetails calls the ShipExpensifyCard Auth command if there are already some cards in the not_issued state for cards.

Issue OwnerCurrent Issue Owner: @
Upwork Automation - Do Not Edit
  • Upwork Job URL: https://www.upwork.com/jobs/~021845887914487130841
  • Upwork Job ID: 1845887914487130841
  • Last Price Increase: 2024-10-14
Issue OwnerCurrent Issue Owner: @alexpensify

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Awaiting PaymentAuto-added when associated PR is deployed to productionDailyKSv2DesignExternalAdded to denote the issue can be worked on by a contributorNewFeatureSomething to build that is a new item.

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