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[Test Drive Expensify: Phase 2] Front end changes#60997

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marcaaron merged 83 commits intoExpensify:mainfrom
callstack-internal:pac-guerreiro/feature/60745-test-drive-phase-2
May 23, 2025
Merged

[Test Drive Expensify: Phase 2] Front end changes#60997
marcaaron merged 83 commits intoExpensify:mainfrom
callstack-internal:pac-guerreiro/feature/60745-test-drive-phase-2

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@pac-guerreiro
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@pac-guerreiro pac-guerreiro commented Apr 28, 2025

Explanation of Change

Fixed Issues

$#60745
PROPOSAL: #60745 (comment)
Fixes #61417

Tests

  1. Create a new account
  2. Choose anything but Manage my team's expenses
  3. Verify that the test drive modal shows up at the end of onboarding and it asks for your boss's email
  4. Verify that by adding a valid email, starting a test drive directs you to an expense submission
  5. Verify that the expense receiver is the same user you provided
  6. Verify that you can edit any field from the expense but the receipt
  7. Verify that once you submit the expense, you're redirected to a chat with the user you invited for a test drive

Extra steps to validate this PR fixes #61417:

Scenario A - Do the test drive

  1. Create a new account (without + sign)
  2. Choose Manage my team's expenses
  3. Choose any accounting integration
  4. When the test drive modal shows up, press Start test drive
  5. Do the test drive, then press Get started
  6. Confirm that at the end of the test drive you're redirected to the #admin chat of your first workspace

Scenario B - Skip the test drive

  1. Create a new account (without + sign)
  2. Choose Manage my team's expenses
  3. Choose any accounting integration
  4. When the test drive modal shows up, press Skip
  5. Confirm that you're redirected to the #admin chat of your first workspace

Offline tests

  • Verify that you're not able to provide a boss email while you're offline

QA Steps

Same as tests.

PR Author Checklist

  • I linked the correct issue in the ### Fixed Issues section above
  • I wrote clear testing steps that cover the changes made in this PR
    • I added steps for local testing in the Tests section
    • I added steps for the expected offline behavior in the Offline steps section
    • I added steps for Staging and/or Production testing in the QA steps section
    • I added steps to cover 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 tested this PR with a High Traffic account against the staging or production API to ensure there are no regressions (e.g. long loading states that impact usability).
  • I included screenshots or videos for tests on all platforms
  • I ran the tests on all platforms & verified they passed on:
    • Android: Native
    • Android: mWeb Chrome
    • iOS: Native
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
    • MacOS: Desktop
  • I verified there are no console errors (if there's a console error not related to the PR, report it or open an issue for it to be fixed)
  • I verified there are no new alerts related to the canBeMissing param for useOnyx
  • I followed proper code patterns (see Reviewing the code)
    • I verified that any callback methods that were added or modified are named for what the method does and never what callback they handle (i.e. toggleReport and not onIconClick)
    • I verified that comments were added to code that is not self explanatory
    • I verified that any new or modified comments were clear, correct English, and explained "why" the code was doing something instead of only explaining "what" the code was doing.
    • I verified any copy / text shown in the product is localized by adding it to src/languages/* files and using the translation method
      • If any non-english text was added/modified, I used JaimeGPT to get English > Spanish translation. I then posted it in #expensify-open-source and it was approved by an internal Expensify engineer. Link to Slack message:
    • 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)
    • I verified proper file naming conventions were followed for any new files or renamed files. All non-platform specific files are named after what they export and are not named "index.js". All platform-specific files are named for the platform the code supports as outlined in the README.
    • I verified the JSDocs style guidelines (in STYLE.md) were followed
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
  • I followed the guidelines as stated in the Review Guidelines
  • I tested other components that can be impacted by my changes (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar are working as expected)
  • I verified all code is DRY (the PR doesn't include any logic written more than once, with the exception of tests)
  • I verified any variables that can be defined as constants (ie. in CONST.ts or at the top of the file that uses the constant) are defined as such
  • I verified that if a function's arguments changed that all usages have also been updated correctly
  • If any new file was added I verified that:
    • The file has a description of what it does and/or why is needed at the top of the file if the code is not self explanatory
  • If a new CSS style is added I verified that:
    • A similar style doesn't already exist
    • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(theme.componentBG))
  • 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.
  • If the PR modifies a generic component, I tested and verified that those changes do not break usages of that component in the rest of the App (i.e. if a shared library or component like Avatar is modified, I verified that Avatar is working as expected in all cases)
  • If the PR modifies a component related to any of the existing Storybook stories, I tested and verified all stories for that component are still working as expected.
  • If the PR modifies a component or page that can be accessed by a direct deeplink, I verified that the code functions as expected when the deeplink is used - from a logged in and logged out account.
  • If the PR modifies the UI (e.g. new buttons, new UI components, changing the padding/spacing/sizing, moving components, etc) or modifies the form input styles:
    • I verified that all the inputs inside a form are aligned with each other.
    • I added Design label and/or tagged @Expensify/design so the design team can review the changes.
  • If a new page is added, I verified it's using the ScrollView component to make it scrollable when more elements are added to the page.
  • I added unit tests for any new feature or bug fix in this PR to help automatically prevent regressions in this user flow.
  • If the main branch was merged into this PR after a review, I tested again and verified the outcome was still expected according to the Test steps.

Screenshots/Videos

Android: Native
Android.-.Native.mp4
Android: mWeb Chrome
Android.-.Chrome.mp4
iOS: Native
iOS.-.Native.mp4
iOS: mWeb Safari
iOS.-.Safari.mp4
MacOS: Chrome / Safari
MacOS.-.Chrome.mp4
MacOS: Desktop
MacOS.-.Desktop.mp4

# Conflicts:
#	src/CONST.ts
#	src/components/ProductTrainingContext/TOOLTIPS.ts
#	src/types/onyx/DismissedProductTraining.ts
@pac-guerreiro
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Todo:

  • The test drive receiver is not getting the onboarding message:
    Image
    We might be missing something on the money request, so I'll need to investigate it with @marcaaron
  • QA Steps
  • Screen recordings

@pac-guerreiro
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Today I reviewed most of the feedback you provided! There's only two more comments from @marcaaron that I need to address!

Thank you @marcaaron @s77rt for the feedback you provided 😄

@pac-guerreiro
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Tomorrow (05/01) and Friday (05/02) Callstack will be closed for holidays. Any feedback will be addressed on next Monday (05/05).

@pac-guerreiro pac-guerreiro marked this pull request as ready for review April 30, 2025 23:57
@pac-guerreiro pac-guerreiro requested a review from a team as a code owner April 30, 2025 23:57
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melvin-bot bot commented May 23, 2025

@marcaaron looks like this was merged without a test passing. Please add a note explaining why this was done and remove the Emergency label if this is not an emergency.

@marcaaron
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Not an emergency. We decided to merge this with the eslint errors to keep the changes neat.

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

@github-actions
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🚀 Deployed to staging by https://github.com/marcaaron in version: 9.1.51-0 🚀

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

@nlemma
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nlemma commented May 24, 2025

@pac-guerreiro This PR is failing because of issue #62728

}
function completeTestDriveTask() {
getFinishOnboardingTaskOnyxData('viewTour');
function completeTestDriveTask(shouldUpdateSelfTourViewedOnlyLocally = false) {
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@fabioh8010 Can you please change this to be a pure method where the taskReport is passed as a parameter? That will make the function easier to use.

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🚀 Deployed to production by https://github.com/arosiclair in version: 9.1.51-6 🚀

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

Comment on lines +379 to +381
<Text>
<RenderHTML html={description} />
</Text>
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Coming from #63274 , we shouldn’t wrap RenderHTML inside Text.

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@fedirjh I did it because without it the text was not being rendered at all! cb80a7a

Something must have changed in either RenderHTML or Text components.

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[Hold App#60997][Test Drive][Phase 1] Redirect user to the correct channel after test drive is done