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[WIP] Feat/38771/tasks for guided setup #39721

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[WIP] Feat/38771/tasks for guided setup #39721

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880a34a
feat: added new method for handliung onboarding, build new messages s…
barttom Apr 5, 2024
c396f2a
feat: call method
barttom Apr 5, 2024
9ad3329
feat: added optimistic data
barttom Apr 10, 2024
9cff1f4
feat: added optimistic data
barttom Apr 10, 2024
1077782
feat: update method
barttom Apr 10, 2024
a8d97de
fix: change params
barttom Apr 10, 2024
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240 changes: 240 additions & 0 deletions src/CONST.ts
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Original file line number Diff line number Diff line change
Expand Up @@ -3587,6 +3587,246 @@ const CONST = {
"Expensify is best known for expense and corporate card management, but we do a lot more than that. Let me know what you're interested in and I'll help get you started.",
},

ONBOARDING_MESSAGES: {
[onboardingChoices.TRACK]: {
message: 'Here are some essential tasks to keep your business spend in shape for tax season.',
video: {
url: `${CLOUDFRONT_URL}/videos/intro-1280.mp4`,
thumbnailUrl: `${CLOUDFRONT_URL}/images/expensify__favicon.png`,
duration: 55,
width: 1280,
height: 960,
},
tasks: [
{
title: 'Create a workspace',
subtitle: 'Create a workspace to track expenses, scan receipts, chat, and more. ',
message:
'Here’s how to create a workspace:\n' +
'\n' +
'1. Click your profile picture.\n' +
'2. Click <strong>Workspaces</string> > <strong>New workspace</strong>.\n' +
'\n' +
'Your new workspace is ready! It’ll keep all of your spend (and chats) in one place.',
},
{
title: 'Track an expense',
subtitle: 'Track an expense in any currency, in just a few clicks.',
message:
'Here’s how to track an expense:\n' +
'\n' +
'1. Click the green + button.\n' +
'2. Choose <strong>Track expense</strong>.\n' +
'3. Enter an amount or scan a receipt.\n' +
'4. Click <strong>Track</strong>.\n' +
'\n' +
'And you’re done! Yep, it’s that easy.',
},
],
},
[onboardingChoices.EMPLOYER]: {
message: 'Getting paid back is as easy as sending a message. Let’s go over the basics.',
video: {
url: `${CLOUDFRONT_URL}/videos/intro-1280.mp4`,
thumbnailUrl: `${CLOUDFRONT_URL}/images/expensify__favicon.png`,
duration: 55,
width: 1280,
height: 960,
},
tasks: [
{
title: 'Submit an expense',
subtitle: 'Submit an expense by entering an amount or scanning a receipt.',
message:
'Here’s how to submit an expense:\n' +
'\n' +
'1. Click the green + button.\n' +
'2. Choose <strong>Submit expense</strong>.\n' +
'3. Enter an amount or scan a receipt.\n' +
'4. Add your reimburser to the request.\n' +
'\n' +
'Then, send your request and wait for that sweet “Cha-ching!” when it’s complete.',
},
{
title: 'Enable your wallet',
subtitle: 'You’ll need to enable your Expensify Wallet to get paid back. Don’t worry, it’s easy!',
message:
'Here’s how to set up your wallet:\n' +
'\n' +
'1. Click your profile picture.\n' +
'2. Click <strong>Wallet</strong> > <strong>Enable wallet</strong>.\n' +
'3. Connect your bank account.\n' +
'\n' +
'Once that’s done, you can request money from anyone and get paid back right into your personal bank account.',
},
],
},
[onboardingChoices.MANAGE_TEAM]: {
message: 'Here are some important tasks to help get your team’s expenses under control.',
video: {
url: `${CLOUDFRONT_URL}/videos/intro-1280.mp4`,
thumbnailUrl: `${CLOUDFRONT_URL}/images/expensify__favicon.png`,
duration: 55,
width: 1280,
height: 960,
},
tasks: [
{
title: 'Create a workspace',
subtitle: 'Create a workspace to track expenses, scan receipts, chat, and more. ',
message:
'Here’s how to create a workspace:\n' +
'\n' +
'1. Click your profile picture.\n' +
'2. Click <strong>Workspaces<strong> > <strong>New workspace<strong>.\n' +
'\n' +
'Your new workspace is ready! It’ll keep all of your spend (and chats) in one place.',
},
{
title: 'Meet your setup specialist',
subtitle: '',
message:
'Meet your setup specialist, {guideName}, who can answer any questions as you get started with Expensify. Yes, a real human!\n' +
'\n' +
'Chat with {guideName} in your [admins room]({adminsRoomID}) or [schedule a call]({guideCalendarLink}) today',
},
{
title: 'Set up categories',
subtitle: 'Set up categories so your team can code expenses for easy reporting.',
message:
'Here’s how to set up categories:\n' +
'\n' +
'1. Click your profile picture.\n' +
'2. Go to <strong>Workspaces</strong> > [your workspace].\n' +
'3. Click <strong>Categories</strong>.\n' +
'4. Enable and disable default categories.\n' +
'5. Click <strong>Add categories</strong> to make your own.\n' +
'\n' +
'For more controls like requiring a category for every expense, click Settings. ',
},
{
title: 'Add expense approvals',
subtitle: 'Add expense approvals to review your team’s spend and keep it under control.',
message:
'Here’s how to add expense approvals:\n' +
'\n' +
'1. Click your profile picture.\n' +
'2. Go to Workspaces > [your workspace].\n' +
'3. Click <strong>More features</strong>.\n' +
'4. Enable <strong>Workflows</strong>.\n' +
'5. In Workflows, enable <strong>Add approvals</strong>.\n' +
'\n' +
'You’ll be set as the expense approver. You can change this to any admin once you invite your team. ',
},
{
title: 'Invite your team',
subtitle: 'Invite your team to Expensify so they can start tracking expenses today.',
message:
'Here’s how to invite your team:\n' +
'\n' +
'1. Click your profile picture.\n' +
'2. Go to <strong>Workspaces</strong> > [your workspace].\n' +
'3. Click <strong>Members</strong> > <strong>Invite member</strong>.\n' +
'4. Enter emails or phone numbers. \n' +
'5. Add an invite message if you want.\n' +
'\n' +
'That’s it! Happy expensing :)',
},
],
},
[onboardingChoices.PERSONAL_SPEND]: {
message: 'Here’s how to track your spend in a few clicks.',
video: {
url: `${CLOUDFRONT_URL}/videos/intro-1280.mp4`,
thumbnailUrl: `${CLOUDFRONT_URL}/images/expensify__favicon.png`,
duration: 55,
width: 1280,
height: 960,
},
tasks: [
{
title: 'Track an expense',
subtitle: 'Track an expense in any currency, whether you have a receipt or not.',
message:
'Here’s how to track an expense:\n' +
'\n' +
'1. Click the green + button.\n' +
'2. Choose <strong>Track expense</strong>.\n' +
'3. Enter an amount or scan a receipt.\n' +
'4. Click Track.\n' +
'\n' +
'And you’re done! Yep, it’s that easy.',
},
],
},
[onboardingChoices.CHAT_SPLIT]: {
message: 'Splitting bills with friends is as easy as sending a message. Here’s how.',
video: {
url: `${CLOUDFRONT_URL}/videos/intro-1280.mp4`,
thumbnailUrl: `${CLOUDFRONT_URL}/images/expensify__favicon.png`,
duration: 55,
width: 1280,
height: 960,
},
tasks: [
{
title: 'Start a chat',
subtitle: 'Start a chat with a friend or group using their email or phone number.',
message:
'Here’s how to start a chat:\n' +
'\n' +
'1. rClick the green + button.\n' +
'2. Choose <strong>Start chat</strong>.\n' +
'3. Enter emails or phone numbers.\n' +
'\n' +
'If any of your friends aren’t using Expensify already, they’ll be invited automatically. \n' +
'\n' +
'Every chat will also turn into an email or text that they can respond to directly.',
},
{
title: 'Split an expense',
subtitle: 'Split an expense right in your chat with one or more friends.',
message:
'Here’s how to request money:\n' +
'\n' +
'1. Click the green + button.\n' +
'2. Choose <strong>Split expense</strong>.\n' +
'3. Scan a receipt or enter an amount.\n' +
'4. Add your friend(s) to the request.\n' +
'\n' +
'Feel free to add more details if you want, or just send it off. Let’s get you paid back!',
},
{
title: 'Enable your wallet',
subtitle: 'You’ll need to enable your Expensify Wallet to get paid back. Don’t worry, it’s easy!',
message:
'Here’s how to enable your wallet:\n' +
'\n' +
'1. Click your profile picture.\n' +
'2. <strong>Click Wallet</strong> > <strong>Enable wallet</strong>.\n' +
'3. Add your bank account.\n' +
'\n' +
'Once that’s done, you can request money from anyone and get paid right into your personal bank account.',
},
],
},
[onboardingChoices.LOOKING_AROUND]: {
message:
'# Welcome to Expensify!\n' +
"Hi there, I'm Concierge. Chat with me here for anything you need.\n" +
'\n' +
"Expensify is best known for expense and corporate card management, but we do a lot more than that. Let me know what you're interested in and I'll help get you started.",
video: {
url: `${CLOUDFRONT_URL}/videos/intro-1280.mp4`,
thumbnailUrl: `${CLOUDFRONT_URL}/images/expensify__favicon.png`,
duration: 55,
width: 1280,
height: 960,
},
tasks: [],
},
},

REPORT_FIELD_TITLE_FIELD_ID: 'text_title',

MOBILE_PAGINATION_SIZE: 15,
Expand Down
1 change: 1 addition & 0 deletions src/libs/API/types.ts
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Expand Up @@ -134,6 +134,7 @@ const WRITE_COMMANDS = {
REOPEN_TASK: 'ReopenTask',
COMPLETE_TASK: 'CompleteTask',
COMPLETE_ENGAGEMENT_MODAL: 'CompleteEngagementModal',
COMPLETE_GUIDED_SETUP: 'CompleteGuidedSetup',
SET_NAME_VALUE_PAIR: 'SetNameValuePair',
SET_REPORT_FIELD: 'Report_SetFields',
DELETE_REPORT_FIELD: 'RemoveReportField',
Expand Down
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