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feat: skip participant step in create flow #56090

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merged 13 commits into from
Feb 10, 2025

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nkdengineer
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@nkdengineer nkdengineer commented Jan 30, 2025

Explanation of Change

feat: skip participant step in create flow

Fixed Issues

$ #55717
PROPOSAL: #55717 (comment)

Tests

Precondition: The account has the default workspace is a group workspace

  1. From global FAB > Create expense
  2. For each flow Manual/Scan/Distance
  3. Verify that the default workspace is auto-assigned as participant after we pass the first step
  4. Click on To section verify that we go to the participant page
  5. From the workspace chat, click on Plus icon > Create expense
  6. Enter the amount
  7. In the confirmation step, click on To section
  8. Verify that nothing happens because we cannot change the participant in this case
  • Verify that no errors appear in the JS console

Offline tests

Same as above

QA Steps

Precondition: The account has the default workspace is a group workspace

  1. From global FAB > Create expense
  2. For each flow Manual/Scan/Distance
  3. Verify that the default workspace is auto-assigned as participant after we pass the first step
  4. Click on To section verify that we go to the participant page
  5. From the workspace chat, click on Plus icon > Create expense
  6. Enter the amount
  7. In the confirmation step, click on To section
  8. Verify that nothing happens because we cannot change the participant in this case
  • 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 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
Screen.Recording.2025-01-30.at.23.07.08.mov
Android: mWeb Chrome
Screen.Recording.2025-01-30.at.23.01.16.mov
iOS: Native
Screen.Recording.2025-01-30.at.23.20.26.mov
iOS: mWeb Safari
Screen.Recording.2025-01-30.at.23.03.06.mov
MacOS: Chrome / Safari
Screen.Recording.2025-01-30.at.22.59.37.mov
MacOS: Desktop
Screen.Recording.2025-01-30.at.23.23.07.mov

@nkdengineer nkdengineer marked this pull request as ready for review January 30, 2025 16:45
@nkdengineer nkdengineer requested a review from a team as a code owner January 30, 2025 16:45
@melvin-bot melvin-bot bot requested a review from mollfpr January 30, 2025 16:45
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melvin-bot bot commented Jan 30, 2025

@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]

@melvin-bot melvin-bot bot removed the request for review from a team January 30, 2025 16:45
@trjExpensify
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👋 @mollfpr are you going to be able to review this (your) today!?

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🚧 @trjExpensify has triggered a test build. You can view the workflow run here.

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@mollfpr
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mollfpr commented Jan 31, 2025

@trjExpensify Yup!

@trjExpensify
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@nkdengineer you're missing the right caret:

image image

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The test looks good, except the missing caret icon on the participant select. Also, I leave comments for clarification.

@nkdengineer
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@mollfpr Updated with right icon. Please help to check again.

@nkdengineer
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@mollfpr I updated, please help to check again.

@shawnborton
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Will run a test build on this one too.

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github-actions bot commented Feb 6, 2025

🚧 @shawnborton has triggered a test build. You can view the workflow run here.

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The changes look good! @nkdengineer Could you resolve the issue on lint and test unit? Thanks!

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github-actions bot commented Feb 6, 2025

@dannymcclain
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Feeling really good to me!

@shawnborton
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I don't think we want this for Invoices, otherwise you kinda end up sending the Invoice to yourself right?
CleanShot 2025-02-06 at 14 57 47@2x

@dubielzyk-expensify
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Other than what Shawn is mentioning it's feeling pretty great to me too 👍

@trjExpensify
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I don't think we want this for Invoices, otherwise you kinda end up sending the Invoice to yourself right?

Agreed, this was only intended for the Create expense flow not the `Send invoice flow. 👍

@nkdengineer
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Agreed, this was only intended for the Create expense flow not the `Send invoice flow. 👍

I fixed this bug.

@nkdengineer
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The changes look good! @nkdengineer Could you resolve the issue on lint and test unit? Thanks!

@mollfpr Fixed.

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mollfpr commented Feb 10, 2025

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 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.ts 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.
  • For any bug fix or new feature in this PR, I verified that sufficient unit tests are included to prevent regressions in this 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.
  • I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: Native
56090.Android.mp4
Android: mWeb Chrome
56090.mWeb-Chrome.mp4
iOS: Native
56090.iOS.mov
iOS: mWeb Safari
56090.mWeb-Safari.mov
MacOS: Chrome / Safari
56090.Web.mp4
MacOS: Desktop
56090.Desktop.mp4

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LGTM 👍

Suggestion for the test case, we should add a step where the participant can be click or not.

@melvin-bot melvin-bot bot requested a review from yuwenmemon February 10, 2025 17:04
@nkdengineer
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Suggestion for the test case, we should add a step where the participant can be click or not.
Updated the test step.

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yuwenmemon commented Feb 10, 2025

LGTM! - Thanks for updating the test cases

@yuwenmemon yuwenmemon merged commit 3ad9461 into Expensify:main Feb 10, 2025
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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.

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🚀 Deployed to staging by https://github.com/yuwenmemon in version: 9.0.96-0 🚀

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

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@nkdengineer
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Created a follow up PR.

@Julesssss
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Julesssss commented Feb 11, 2025

Hi @nkdengineer it looks like these changes caused multiple regressions blocking deploy, did you list these fixed issues yourself? I don't see any triage from the assigned engineers pointing to this PR, so wanted to check what happened here.

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Follow-up PR was CP'd here and QA is underway on staging for the related issues.

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🚀 Deployed to production by https://github.com/Julesssss in version: 9.0.96-1 🚀

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

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10 participants