Replace Enable your wallet with Add personal bank account task

[nyomanjyotisa]

Details

Reimplement the previous PR since it was reverted due to need to update the backend first

Fixed Issues

$ #46231
PROPOSAL: #46231 (comment)

Tests

1. Login with new account
2. Choose 'Get paid back by my employer or 'Chat and split bills with' on onboarding
3. Enter your name
4. Verify that 'Add personal bank account' task exist in Concierge chat

• Verify that no errors appear in the JS console

Offline tests

QA Steps

• Verify that no errors appear in the JS console

PR Author Checklist

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Screenshots/Videos

Android: Native

Android: mWeb Chrome

iOS: Native

iOS: mWeb Safari

MacOS: Chrome / Safari

MacOS: Desktop

[melvin-bot]

@mollfpr Please copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button]

[mollfpr]

Reviewer Checklist

• I have verified the author checklist is complete (all boxes are checked off).
• I verified the correct issue is linked in the ### Fixed Issues section above
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  • I verified the steps cover any possible 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 checked that screenshots or videos are included for tests on all platforms
• I included screenshots or videos for tests on all platforms
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  • I verified that comments were added to code that is not self explanatory
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  • I verified any copy / text shown in the product is localized by adding it to src/languages/* files and using the translation method
  • 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)
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• 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.
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Screenshots/Videos

Android: Native

Android: mWeb Chrome

iOS: Native

iOS: mWeb Safari

MacOS: Chrome / Safari

MacOS: Desktop

[mollfpr]

LGTM 🚀

@nyomanjyotisa Just a reminder, you should add screenshots/recordings for all platform 👍

Also, I think we can add one more step case where it's verify that user can complete the task.

[tgolen]

Also, I think we can add one more step case where it's verify that user can complete the task.

I wasn't sure, but did this get addressed?

[mollfpr]

Not really, but thought would be a good idea to make sure the task is working.

[tgolen]

OK, I'll hold on merging this until that's added to the tests. I wasn't sure if the last step Verify that 'Add personal bank account' task exist in Concierge chat was enough to verify if the task is working or not.

[tgolen]

bump @nyomanjyotisa ^

[tgolen]

@nyomanjyotisa Can you please add the requested test to the PR description?

[nyomanjyotisa]

The auto mark as complete for addBankAccount task not working yet. I think we need another BE update

Currently the response from AddPersonalBankAccount API just only this:

{
    "jsonCode": 200,
    "requestID": "8bce3b7da8d86d00-CGK",
    "onyxData": [
        {
            "key": "bankAccountList",
            "onyxMethod": "merge",
            "value": {
                "5972094": {
                    "accountData": {
                        "accountNumber": "XXXXXXXXXXXX1111",
                        "additionalData": {
                            "acceptTerms": true,
                            "bankName": "",
                            "country": "US",
                            "currency": "USD",
                            "fieldsType": "local",
                            "plaidAccessToken": "",
                            "plaidAccountID": "DPxBEkDPaPSX3b5azBZkUeNekN4vBKs3RENNM",
                            "previousState": 2
                        },
                        "addressName": "Plaid Saving",
                        "allowDebit": false,
                        "bankAccountID": 5972094,
                        "created": "2024-09-02 14:32:22",
                        "defaultCredit": true,
                        "expensifyCardDomain": "",
                        "isExpensifyCardSettlementAccount": false,
                        "isSavings": true,
                        "processor": "bancorp",
                        "riskChecked": false,
                        "routingNumber": "011401533",
                        "sharees": [],
                        "state": "OPEN",
                        "type": "PERSONAL"
                    },
                    "accountType": "bankAccount",
                    "description": "Account ending in 1111",
                    "isDefault": true,
                    "key": "bankAccount-5972094",
                    "methodID": 5972094,
                    "title": "Plaid Saving"
                }
            }
        }
    ],
    "previousUpdateID": 1541025364,
    "lastUpdateID": 1541030326
}

While to auto mark the task as complete we need another onyx data from the API response. Like for the submitExpense task, RequestMoney API response have the following onyx data to mark the task as complete

       {
           "key": "reportActions_804886205397194",
           "onyxMethod": "merge",
           "value": {
               "6791102980858542433": {
                   "childCommenterCount": 0,
                   "childLastActorAccountID": null,
                   "childLastMoneyRequestComment": null,
                   "childLastReceiptTransactionIDs": null,
                   "childLastVisibleActionCreated": "",
                   "childMoneyRequestCount": null,
                   "childOldestFourAccountIDs": "",
                   "childRecentReceiptTransactionIDs": null,
                   "childReportName": "Submit an expense",
                   "childReportNotificationPreference": "hidden",
                   "childStateNum": 2,
                   "childStatusNum": 3,
                   "childType": "task",
                   "childVisibleActionCount": 0
               }
           }
       },

[tgolen]

When I did the backend update to allow for this task, I really just renamed the previous task so I don't know where this additional data would be coming from. Was the additional data being returned from the server for the enabled wallet task?

cc @francoisl in case you might know.

[francoisl]

Ah yeah, one implication of renaming the setup task that we didn't consider is that it should also auto-complete when you add a bank account. At the moment we only complete the task when you enable your Expensify wallet (because that's what the task was about). Sounds like we'd just need to also add this line in the command CreateBankAcount.

[tgolen]

OK, thanks @francoisl. I'll createa a PR for that today.

[tgolen]

The BE PR has been merged. It should deploy today. I'll post another comment when I see it get deployed.

[tgolen]

OK, the BE PR was deployed. @nyomanjyotisa Can you please give it another try?

[nyomanjyotisa]

@tgolen - The auto mark as complete for addBankAccount task is still not working. The AddPersonalBankAccount response still the same:

{
    "jsonCode": 200,
    "requestID": "8bf2a6afbb5d4ad7-CGK",
    "onyxData": [
        {
            "key": "bankAccountList",
            "onyxMethod": "merge",
            "value": {
                "6009526": {
                    "accountData": {
                        "accountNumber": "XXXXXXXXXXXX1111",
                        "additionalData": {
                            "acceptTerms": true,
                            "bankName": "",
                            "country": "US",
                            "currency": "USD",
                            "fieldsType": "local",
                            "plaidAccessToken": "",
                            "plaidAccountID": "G1JKNMZ31dTAdKvq5aZeSPyX1kGEkxc6xDMzl"
                        },
                        "addressName": "Plaid Saving",
                        "allowDebit": false,
                        "bankAccountID": 6009526,
                        "created": "2024-09-07 00:41:05",
                        "defaultCredit": true,
                        "expensifyCardDomain": "",
                        "isExpensifyCardSettlementAccount": false,
                        "isSavings": true,
                        "processor": "bancorp",
                        "riskChecked": false,
                        "routingNumber": "011401533",
                        "sharees": [],
                        "state": "OPEN",
                        "type": "PERSONAL"
                    },
                    "accountType": "bankAccount",
                    "description": "Account ending in 1111",
                    "isDefault": true,
                    "key": "bankAccount-6009526",
                    "methodID": 6009526,
                    "title": "Plaid Saving"
                }
            }
        }
    ],
    "previousUpdateID": 1681297661,
    "lastUpdateID": 1681306917
}

Here I attached a video of the test

New-Expensify.mp4

[tgolen]

OK, thank you. I will attempt to test it locally to ensure it is working.

[francoisl]

Discussed with @tgolen, going to take over while he's OOO.

Looks like there's a conflict at the moment, @nyomanjyotisa can you take a look please?

[nyomanjyotisa]

@francoisl - Conflict resolved

[francoisl]

Thanks, I'll give it a try today and see if anything is wrong in the backend still.

[francoisl]

I found the backend issue for the task completion and submitted a fix. I think we can go ahead and merge this now, this PR is unrelated to how the backend marks the task as completed.

[OSBotify]

✋ This PR was not deployed to staging yet because QA is ongoing. It will be automatically deployed to staging after the next production release.

[OSBotify]

🚀 Deployed to staging by https://github.com/francoisl in version: 9.0.37-0 🚀

platform	result
🤖 android 🤖	success ✅
🖥 desktop 🖥	success ✅
🍎 iOS 🍎	success ✅
🕸 web 🕸	success ✅

[OSBotify]

🚀 Deployed to production by https://github.com/grgia in version: 9.0.38-4 🚀

platform	result
🤖 android 🤖	success ✅
🖥 desktop 🖥	success ✅
🍎 iOS 🍎	success ✅
🕸 web 🕸	success ✅