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[hold for payment 2024-05-06] [$250] [Guided setup stage 1] Update message to include bold text #40154

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[hold for payment 2024-05-06] [$250] [Guided setup stage 1] Update message to include bold text#40154
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sobitneupanemountinyjoekaufmanexpensifynkdengineer
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BugSomething is broken. Auto assigns a BugZero manager.ExternalAdded to denote the issue can be worked on by a contributorReviewingHas a PR in reviewWeeklyKSv2

Description

@MitchExpensify
MitchExpensify
opened on Apr 11, 2024

If you haven’t already, check out our contributing guidelines for onboarding and email contributors@expensify.com to request to join our Slack channel!

Version Number: v1.4.60-13
Reproducible in staging?: yes
Reproducible in production?: no
If this was caught during regression testing, add the test name, ID and link from TestRail: na
Email or phone of affected tester (no customers):
Logs: https://stackoverflow.com/c/expensify/questions/4856
Expensify/Expensify Issue URL:
Issue reported by: mitch@expensify.com
Slack conversation: Internal: https://expensify.slack.com/archives/C036QM0SLJK/p1712608278412419

Action Performed:

  1. Sign up to staging.new.expensify.com
  2. Go to staging.new.expensify.com/onboarding
  3. Enter first name and last name go, click "Continue" on the onboarding modal
  4. Click any option apart from "I'm just looking around"

Expected Result:

The message you receive in your Concierge DM should include some bold text:

If the user selects “Chat and split expenses with friends”:

Welcome to Expensify, where splitting the bill is an easy conversation!

Hi there, I’m Concierge. Chat with me here for anything you need.

To split an expense:

  1. From the home screen, click the green + button > Request money.
  2. Enter an amount or scan a receipt, then choose who you want to split it with.

We'll send a request to each person so they can pay you back. Let me know if you have any questions!

If the user selects “Submit expenses to my employer to get paid back”:

Welcome to Expensify, the fastest way to get paid back!

Hi there, I’m Concierge. Chat with me here for anything you need.

To submit expenses for reimbursement:
From the home screen, click the green + button > Request money.
Enter an amount or scan a receipt, then input your boss's email.

That’ll send a request to get you paid back. Let me know if you have any questions!

If the user selects “Track my business expenses to file taxes”

Welcome to Expensify, let’s start tracking your expenses!

Hi there, I’m Concierge. Chat with me here for anything you need.

To track your expenses, create a workspace to keep everything in one place. Here’s how:
From the home screen, click the green + button > New Workspace
Give your workspace a name (e.g. "My business expenses”).

Then, add expenses to your workspace:
Find your workspace using the search field.
Click the gray + button next to the message field.
Click Request money, then add your expense type.

We’ll store all expenses in your new workspace for easy access. Let me know if you have any questions!

If the user selects “Manage my team’s expenses”

Welcome to Expensify, let’s start managing your team’s expenses!

Hi there, I’m Concierge. Chat with me here for anything you need.

To manage your team's expenses, create a workspace to keep everything in one place. Here’s how:
From the home screen, click the green + button > New Workspace
Give your workspace a name (e.g. “Sales team expenses”).

Then, invite your team to your workspace via the Members pane and connect a business bank account to reimburse them. Let me know if you have any questions!

If the user selects “Track and budget personal spend”

Welcome to Expensify, let’s start tracking your expenses!

Hi there, I’m Concierge. Chat with me here for anything you need.

To track your expenses, create a workspace to keep everything in one place. Here’s how:
From the home screen, click the green + button > New Workspace
Give your workspace a name (e.g. "My expenses”).

Then, add expenses to your workspace:
Find your workspace using the search field.
Click the gray + button next to the message field.
Click Request money, then add your expense type.

We’ll store all expenses in your new workspace for easy access. Let me know if you have any questions!

Actual Result:

No bolded text

Workaround:

Continue regardless

Platforms:

Which of our officially supported platforms is this issue occurring on?

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

Screenshots/Videos

image

View all open jobs on GitHub

Upwork Automation - Do Not Edit
  • Upwork Job URL: https://www.upwork.com/jobs/~0187409a2437de19ab
  • Upwork Job ID: 1778885737882144768
  • Last Price Increase: 2024-04-15
  • Automatic offers:
    • nkdengineer | Contributor | 0

Activity

  1. MitchExpensify
    added
    DailyKSv2
    BugSomething is broken. Auto assigns a BugZero manager.
    on Apr 11, 2024
  2. melvin-bot
    assigned
    joekaufmanexpensify
    on Apr 11, 2024

  3. melvin-bot commented on Apr 11, 2024

    @melvin-bot
    melvin-botBot
    on Apr 11, 2024 – with Melvin Bot

    Triggered auto assignment to @joekaufmanexpensify (Bug), see https://stackoverflow.com/c/expensify/questions/14418 for more details. Please add this bug to a GH project, as outlined in the SO.

  4. nkdengineer commented on Apr 12, 2024

    @nkdengineer
    nkdengineer
    on Apr 12, 2024
    Contributor

    Proposal

    Please re-state the problem that we are trying to solve in this issue.

    • Update message to include bold text

    What is the root cause of that problem?

    • In here we do not have the bold markdown as mentioned in design.

    What changes do you think we should make in order to solve the problem?

    • We should add the bold markdown to the text such as "Request money", "New Workspace", ...
    • For example, we can update this to:
                '1. From the home screen, click the green + button > *New Workspace*\n' +

    What alternative solutions did you explore? (Optional)

    • NA

    Result

    image

  5. joekaufmanexpensify commented on Apr 12, 2024

    @joekaufmanexpensify
    joekaufmanexpensify
    on Apr 12, 2024
    Contributor

    @mountiny assigning you per this. LMK if I should instead make external and happy to do that.

  6. joekaufmanexpensify
    added
    InternalRequires API changes or must be handled by Expensify staff
    on Apr 12, 2024

  7. melvin-bot commented on Apr 12, 2024

    @melvin-bot
    melvin-botBot
    on Apr 12, 2024 – with Melvin Bot

    Job added to Upwork: https://www.upwork.com/jobs/~0187409a2437de19ab

  8. joekaufmanexpensify
    assigned
    mountiny
    on Apr 12, 2024
  9. melvin-bot
    assigned
    sobitneupane
    on Apr 12, 2024

  10. melvin-bot commented on Apr 12, 2024

    @melvin-bot
    melvin-botBot
    on Apr 12, 2024 – with Melvin Bot

    Triggered auto assignment to Contributor Plus for review of internal employee PR - @sobitneupane (Internal)

  11. mountiny commented on Apr 14, 2024

    @mountiny
    mountiny
    on Apr 14, 2024
    Contributor

    Thanks, will have a look

  12. joekaufmanexpensify commented on Apr 15, 2024

    @joekaufmanexpensify
    joekaufmanexpensify
    on Apr 15, 2024
    Contributor

    TY!

  13. mountiny commented on Apr 15, 2024

    @mountiny
    mountiny
    on Apr 15, 2024
    Contributor

    on my list

  14. mountiny
    removed
    InternalRequires API changes or must be handled by Expensify staff
    on Apr 15, 2024

  15. 13 remaining items

  16. melvin-bot
    added
    WeeklyKSv2
    on Apr 18, 2024

  17. nkdengineer commented on Apr 18, 2024

    @nkdengineer
    nkdengineer
    on Apr 18, 2024
    Contributor

    @sobitneupane PR #40393 is ready

  18. skmanoj322 commented on Apr 18, 2024

    @skmanoj322
    skmanoj322
    on Apr 18, 2024
    Screenshot 2024-04-18 at 1 12 37 PM @nkdengineer just wanted to reproduce these but not able to get desire output but got these instead? is it because of the update?

  19. melvin-bot commented on Apr 18, 2024

    @melvin-bot
    melvin-botBot
    on Apr 18, 2024 – with Melvin Bot

    📣 @skmanoj322! 📣
    Hey, it seems we don’t have your contributor details yet! You'll only have to do this once, and this is how we'll hire you on Upwork.
    Please follow these steps:

    1. Make sure you've read and understood the contributing guidelines.
    2. Get the email address used to login to your Expensify account. If you don't already have an Expensify account, create one here. If you have multiple accounts (e.g. one for testing), please use your main account email.
    3. Get the link to your Upwork profile. It's necessary because we only pay via Upwork. You can access it by logging in, and then clicking on your name. It'll look like this. If you don't already have an account, sign up for one here.
    4. Copy the format below and paste it in a comment on this issue. Replace the placeholder text with your actual details.
      Screen Shot 2022-11-16 at 4 42 54 PM
      Format:
    Contributor details
Your Expensify account email: <REPLACE EMAIL HERE>
Upwork Profile Link: <REPLACE LINK HERE>

  20. skmanoj322 commented on Apr 18, 2024

    @skmanoj322
    skmanoj322
    on Apr 18, 2024

    Contributor details
    Your Expensify account email:sk.manoj322@gmail.com
    Upwork Profile Link:https://www.upwork.com/freelancers/~016dddddac7ac687d5

  21. joekaufmanexpensify commented on May 6, 2024

    @joekaufmanexpensify
    joekaufmanexpensify
    on May 6, 2024
    Contributor

    Automation was not working, payment is actually due now

  22. joekaufmanexpensify commented on May 6, 2024

    @joekaufmanexpensify
    joekaufmanexpensify
    on May 6, 2024
    Contributor

    We need to pay:

  23. joekaufmanexpensify
    changed the title [-][$250] [Guided setup stage 1] Update message to include bold text[/-] [+][hold for payment 2024-05-06] [$250] [Guided setup stage 1] Update message to include bold text[/+] on May 6, 2024

  24. joekaufmanexpensify commented on May 6, 2024

    @joekaufmanexpensify
    joekaufmanexpensify
    on May 6, 2024
    Contributor

    @nkdengineer $250 sent and contract ended!

  25. joekaufmanexpensify commented on May 6, 2024

    @joekaufmanexpensify
    joekaufmanexpensify
    on May 6, 2024
    Contributor

    @sobitneupane please request $250 and confirm here once complete

  26. sobitneupane commented on May 8, 2024

    @sobitneupane
    sobitneupane
    on May 8, 2024
    Contributor

    Requested payment on newDot.

  27. joekaufmanexpensify commented on May 8, 2024

    @joekaufmanexpensify
    joekaufmanexpensify
    on May 8, 2024
    Contributor

    TY!

  28. joekaufmanexpensify commented on May 8, 2024

    @joekaufmanexpensify
    joekaufmanexpensify
    on May 8, 2024
    Contributor

    Payment summary here. All set.

  29. joekaufmanexpensify
    closed this as completedon May 8, 2024

  30. JmillsExpensify commented on May 12, 2024

    @JmillsExpensify
    JmillsExpensify
    on May 12, 2024
    Contributor

    $250 approved for @sobitneupane

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