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Change Invite whisper actions#61289

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carlosmiceli merged 18 commits intoExpensify:mainfrom
parasharrajat:parasharrajat/workspace-chat-invite-whisper
Jul 9, 2025
Merged

Change Invite whisper actions#61289
carlosmiceli merged 18 commits intoExpensify:mainfrom
parasharrajat:parasharrajat/workspace-chat-invite-whisper

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@parasharrajat parasharrajat commented May 2, 2025

Explanation of Change

Fixed Issues

#58811
$ #60690
$ #60689
PROPOSAL: #60690 (comment)

Tests

  1. Open a workspace expense chat.
  2. Mention a user which is not a member of chat and workspace.
  3. Verify a whisper message should pop up that asks:
"Invite <@user> to this workspace so they can submit expenses?"
[Invite to submit expenses]
[Invite to chat only]
[Do Nothing]
  1. If they choose [Invite to submit expenses]:

    • verify Whisper is removed.
    • User is added to the workspace as member.
    • The system confirms the invite via a new whisper:
       “Great, you chose to invite them to the workspace! I've invited them and they'll 
        submit expenses in [invitee's workspace chat name](link new user’s workspace chat). 
        If you need to make them an admin, you can do that in the [workspace member 
        settings] (link to workspace member settings).”
        [Got it]
    
    • Clicking/tapping [Got it] will remove the confirmation whisper.
  2. If they choose [Invite to chat only]

    • The whisper is dismissed, and the system posts a message from the inviter like it does today: “invited @user
  3. If no selection is made, the mentioned user isn’t invited to the workspace chat and the whisper remains.

  4. If Do Nothing is selected, whisper hides and nothing happens.

  • Verify that no errors appear in the JS console

Offline tests

You can't take actions on whispers while offline.

QA Steps

Same as tests

  • Verify that no errors appear in the JS console

PR Author Checklist

  • I linked the correct issue in the ### Fixed Issues section above
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Screenshots/Videos

Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari
MacOS: Desktop

@carlosmiceli
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One small change: could we use singular or plural consistently? Either expense or expenses:

INVITE_TO_SUBMIT_EXPENSES: 'inviteToSubmitExpense'

@carlosmiceli carlosmiceli self-requested a review May 16, 2025 22:25
@parasharrajat
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Singular is fine.

@carlosmiceli
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Singular is fine.

Sounds good, let's change it to INVITE_TO_SUBMIT_EXPENSE then in both FE and BE.

@parasharrajat
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@carlosmiceli I have incorporated changes as you suggested. I noticed when I add the member to workspace on Invite to Submit Expense action, it is added to that workspace but not that workspace expense chat. Is this the expected behaviour?

@carlosmiceli
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Are you asking about the new resolution that invites the mentioned user to the workspace? If so, that's the expected behaviour, we want Invite to Chat to invite the user to the chat where it's being tagged, and Invite to Submit Expense to invite the user to the workspace and create a policy expense chat for that user. If we're calling AddMembersToWorkspace with Invite to Submit Expense, then we should see a new member in the workspace panel and a new expense chat created for the invited user.

@parasharrajat
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Ok, thanks for the explanation. It's ready. You can test this whenever the backend changes are done.

@parasharrajat parasharrajat marked this pull request as ready for review May 20, 2025 13:50
@parasharrajat parasharrajat requested a review from a team as a code owner May 20, 2025 13:50
@melvin-bot melvin-bot bot requested a review from rushatgabhane May 20, 2025 13:50
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melvin-bot bot commented May 20, 2025

@rushatgabhane 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]

@melvin-bot melvin-bot bot removed the request for review from a team May 20, 2025 13:50
@parasharrajat
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@rushatgabhane We are waiting on backend changes to test this.

@rushatgabhane
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okayy thank you for letting me know

@carlosmiceli
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Tested it locally, seems to work great, @rushatgabhane feel free to review :)

@parasharrajat
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@carlosmiceli We can't test this until your changes are deployed to staging server.

@carlosmiceli
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Oh, I meant to review, but will let you know once it's ready. I'm troubleshooting still because I realized that the text in the whispers is not coming through yet, so will report back.

@parasharrajat
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@carlosmiceli Any update on backend PR?

@rushatgabhane
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let's retest

@parasharrajat please merge main

@parasharrajat
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Thanks for waiting. ON it.

@parasharrajat
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parasharrajat commented Jul 3, 2025

For this bug #61289 (comment)

Should I just hide the invite to submit expenses action if the user is not a admin if the policy of that workspace chat? @carlosmiceli

If you think that it should be admin only whisper then backend needs to stop sending this whisper for non-admin users.

@parasharrajat
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I just noticed that a non-admin user can invite a user to the workspace via this prompt when we select Invite to submit expenses, which is the opposite of ⬆️ issue. But it is wrong. We should not allow this from a non-admin user.

The addMemberToWorksapce API does not prevent this.
I should hide that options for non-admin users.

But I need confirmation. @carlosmiceli

@carlosmiceli
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Should I just hide the invite to submit expenses action if the user is not a admin if the policy of that workspace chat?

Yes, this should be only for admins. Would this solve the issue completely or do we also need the BE change?

@carlosmiceli
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@parasharrajat to clarify, we should keep the existing behavior as it is right now for non-admin users. Admins should get both options of inviting to workspace and also just to chat.

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parasharrajat commented Jul 3, 2025

Yes, this should be only for admins. Would this solve the issue completely or do we also need the BE change?

It should as we won't show the button at all that invites to workspace. Only admins will see that.

#61289 (comment)

Yes

@parasharrajat
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Made that change.

@parasharrajat
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@rushatgabhane Ready for testing.

@carlosmiceli
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@rushatgabhane think we can get a final review and test today/tomorrow so we can have this live before EOW?

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rushatgabhane commented Jul 8, 2025

Reviewer Checklist

  • I have verified the author checklist is complete (all boxes are checked off).
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    • 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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    • Android: HybridApp
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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)
    • 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
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Screenshots/Videos

Android: HybridApp
WhatsApp.Video.2025-07-09.at.01.53.08.mp4
Android: mWeb Chrome
iOS: HybridApp
Screen.Recording.2025-07-09.at.01.55.28.mov
iOS: mWeb Safari
Screen.Recording.2025-07-09.at.01.59.27.mov
MacOS: Chrome / Safari
Screen.Recording.2025-07-09.at.02.01.42.mov
MacOS: Desktop

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LGTM!!

@carlosmiceli carlosmiceli merged commit 58229fe into Expensify:main Jul 9, 2025
22 of 23 checks passed
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OSBotify commented Jul 9, 2025

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

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🚀 Deployed to staging by https://github.com/carlosmiceli in version: 9.1.79-0 🚀

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

@carlosmiceli
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@parasharrajat can we get a new PR up to fix the reason we reverted this one?

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Yes. I will do that asap

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🚀 Deployed to production by https://github.com/Julesssss in version: 9.1.79-11 🚀

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

@parasharrajat
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I have created a new PR here #66049

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7 participants