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[Create Expense A/B] Tweak Onboarding Copy for Combined Track/Submit #51600

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merged 3 commits into from
Nov 1, 2024

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fabioh8010
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@fabioh8010 fabioh8010 commented Oct 28, 2024

Details

This PR implements #51223.

Fixed Issues

#$ #51223
PROPOSAL:

Tests

Track Expense (Normal User)

  1. Create an account that doesn't have the combinedTrackSubmit beta.
  2. Select "Track and budget expenses" option in the Onboarding flow and finish the process.
  3. In Concierge chat, click in the "Track an expense" task and assert its using the non-beta description (mentioning "Track expense").

Submit Expense (Normal User)

  1. Create an account that doesn't have the combinedTrackSubmit beta.
  2. Select "Get paid back by my employer" option in the Onboarding flow and finish the process.
  3. In Concierge chat, click in the "Submit an expense" task and assert its using the non-beta description (mentioning "Submit expense").

Track Expense (Beta User)

  1. Create an account that does have the combinedTrackSubmit beta enabled.
  2. Select "Track and budget expenses" option in the Onboarding flow and finish the process.
  3. In Concierge chat, click in the "Track an expense" task and assert its using the beta description (mentioning "Create expense") here.

Submit Expense (Beta User)

  1. Create an account that does have the combinedTrackSubmit beta enabled.
  2. Select "Get paid back by my employer" option in the Onboarding flow and finish the process.
  3. In Concierge chat, click in the "Submit an expense" task and assert its using the beta description (mentioning "Create expense") here.
  • Verify that no errors appear in the JS console

Offline tests

Same as above.

QA Steps

Same as above.

  • Verify that no errors appear in the JS console

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 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 the left part of a conditional rendering a React component is a boolean and NOT a string, e.g. myBool && <MyComponent />.
    • 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 verified the translation was requested/reviewed 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.js 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.
  • 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
Screen.Recording.2024-10-29.at.17.10.12-compressed.mov
Android: mWeb Chrome
Screen.Recording.2024-10-29.at.17.17.39-compressed.mov
iOS: Native
Screen.Recording.2024-10-29.at.17.36.42-compressed.mov
iOS: mWeb Safari
Screen.Recording.2024-10-29.at.17.40.27-compressed.mov
MacOS: Chrome / Safari
Screen.Recording.2024-10-29.at.17.43.40-compressed.mov
Screen.Recording.2024-10-29.at.17.47.34-compressed.mov
MacOS: Desktop
Screen.Recording.2024-10-29.at.17.51.51-compressed.mov

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grgia commented Oct 29, 2024

triggered a test build

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@grgia grgia self-requested a review October 29, 2024 16:12
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grgia commented Oct 29, 2024

image

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grgia commented Oct 29, 2024

Screen.Recording.2024-10-29.at.4.17.17.PM.mov

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grgia commented Oct 29, 2024

Screen.Recording.2024-10-29.at.4.18.24.PM.mov

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grgia commented Oct 29, 2024

Non beta:

Screenshot 2024-10-29 at 4 22 22 PM image

@Expensify Expensify deleted a comment from github-actions bot Oct 29, 2024
grgia
grgia previously approved these changes Oct 29, 2024
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LGTM and tests well!

@fabioh8010 fabioh8010 marked this pull request as ready for review October 29, 2024 18:06
@fabioh8010 fabioh8010 requested a review from a team as a code owner October 29, 2024 18:06
@melvin-bot melvin-bot bot requested review from Ollyws and removed request for a team October 29, 2024 18:06
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melvin-bot bot commented Oct 29, 2024

@Ollyws 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]

@fabioh8010 fabioh8010 changed the title [WIP] [Create Expense A/B] Tweak Onboarding Copy for Combined Track/Submit [Create Expense A/B] Tweak Onboarding Copy for Combined Track/Submit Oct 29, 2024
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grgia commented Oct 30, 2024

@Ollyws could you prioritize this one?

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Ollyws commented Oct 30, 2024

@grgia Sure, reviewing now.

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Ollyws commented Oct 30, 2024

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
  • I verified testing steps are clear and they cover the changes made in this PR
    • I verified the steps for local testing are in the Tests section
    • I verified the steps for Staging and/or Production testing are in the QA steps section
    • 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
  • I verified tests pass on all platforms & I tested again on:
    • Android: Native
    • Android: mWeb Chrome
    • iOS: Native
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
    • MacOS: Desktop
  • If there are any errors in the console that are unrelated to this PR, I either fixed them (preferred) or linked to where I reported them in Slack
  • I verified proper code patterns were followed (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 the left part of a conditional rendering a React component is a boolean and NOT a string, e.g. myBool && <MyComponent />.
    • 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
    • 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 verified that this PR follows the guidelines as stated in the Review Guidelines
  • I verified other components that can be impacted by these changes have been tested, and I retested again (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar have been tested & I retested again)
  • 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.js or at the top of the file that uses the constant) are defined as such
  • If a new component is created I verified that:
    • A similar component doesn't exist in the codebase
    • All props are defined accurately and each prop has a /** comment above it */
    • The file is named correctly
    • The component has a clear name that is non-ambiguous and the purpose of the component can be inferred from the name alone
    • The only data being stored in the state is data necessary for rendering and nothing else
    • For Class Components, any internal methods passed to components event handlers are bound to this properly so there are no scoping issues (i.e. for onClick={this.submit} the method this.submit should be bound to this in the constructor)
    • Any internal methods bound to this are necessary to be bound (i.e. avoid this.submit = this.submit.bind(this); if this.submit is never passed to a component event handler like onClick)
    • All JSX used for rendering exists in the render method
    • The component has the minimum amount of code necessary for its purpose, and it is broken down into smaller components in order to separate concerns and functions
  • 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.
  • 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.
  • I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: Native

Android_Native_Beta_Submit_Expense
Android_Native_Beta_Track_Budget
Android_Native_Submit_Expense
Android_Native_Track_Budget

Android: mWeb Chrome

Android_Chrome_Beta_Submit_Expense
Android_Chrome_Beta_Track_Budget
Android_Chrome_Submit_Expense
Android_Chrome_Track_Budget

iOS: Native

iOS_Native_Beta_Submit_Expense
iOS_Native_Beta_Track_Budget
iOS_Native_Submit_Expense
iOS_Native_Track_Budget

iOS: mWeb Safari

iOS_Safari_Track_Budget
iOS_Safari_Beta_Submit_Expense
iOS_Safari_Beta_Track_Budget
iOS_Safari_Submit_Expense

MacOS: Chrome / Safari

MacOS_Chrome_Track_Budget
MacOS_Chrome_Beta_Sumit_Expense
MacOS_Chrome_Beta_Track_Budget
MacOS_Chrome_Submit_Expense

MacOS: Desktop

MacOS_Desktop_Beta_Submit_Expense
MacOS_Desktop_Beta_Track_Budget
MacOS_Desktop_Track_Budget

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LGTM.

@melvin-bot melvin-bot bot requested a review from grgia October 30, 2024 14:51
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@fabioh8010 could you merge main so I can approve, great work!

@grgia grgia merged commit 069780c into Expensify:main Nov 1, 2024
17 checks passed
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OSBotify commented Nov 1, 2024

✋ 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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github-actions bot commented Nov 4, 2024

🚀 Deployed to staging by https://github.com/grgia in version: 9.0.57-0 🚀

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

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kavimuru commented Nov 5, 2024

@fabioh8010 For the "Track Expense (Beta User)" which domain should we use? Applause.expensifail.com domain will not trigger onboarding flow

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@fabioh8010 For the "Track Expense (Beta User)" which domain should we use? Applause.expensifail.com domain will not trigger onboarding flow

Can you help me here @grgia ?

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Here is additional info on the above request. We are unable to verify this PR right now,
Can this be tested internally?

trim.7F579828-CABB-48C3-A28A-2142FA5543CC.MOV

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@fabioh8010 For the "Track Expense (Beta User)" which domain should we use? Applause.expensifail.com domain will not trigger onboarding flow

Hey @kavimuru. Can you provide some user accounts that we can add to the Beta manually.

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kavimuru commented Nov 5, 2024

@Julesssss
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Thanks @kavimuru, I added the users to the beta.

@grgia
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grgia commented Nov 5, 2024

BETA + track
image

Beta + submit
image

NO Beta - track
image

non beta + submit

image

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grgia commented Nov 5, 2024

Passes QA @Julesssss

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TYSM, checking off

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github-actions bot commented Nov 6, 2024

🚀 Deployed to production by https://github.com/luacmartins in version: 9.0.57-10 🚀

platform result
🤖 android 🤖 success ✅
🖥 desktop 🖥 success ✅
🍎 iOS 🍎 success ✅
🕸 web 🕸 success ✅
🤖🔄 android HybridApp 🤖🔄 skipped 🚫
🍎🔄 iOS HybridApp 🍎🔄 skipped 🚫

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7 participants