feat: update the workspace connected bank account page for clarity and consistency by BhuvaneshPatil · Pull Request #48443 · Expensify/App

BhuvaneshPatil · 2024-09-03T03:12:59Z

Details

New Design changes

Fixed Issues

$ #47578
PROPOSAL: #47578 (comment)

Tests

Go to any workspace -> workflow -> connect bank account
Verify if new illustration is present, and verify if page matches the design
If user has personal bank account added, then only note should be shown

Verify that no errors appear in the JS console

Offline tests

Connect bank account for workspace page can't be opened if we are offline

QA Steps

Same as above

Verify that no errors appear in the JS console

PR Author Checklist

Screenshots/Videos

Android: Native

Android: mWeb Chrome

iOS: Native

Screen.Recording.2024-09-03.at.8.18.42.AM.mov

iOS: mWeb Safari

Screen.Recording.2024-09-03.at.8.26.24.AM.mov

MacOS: Chrome / Safari

Screen.Recording.2024-09-03.at.8.17.20.AM.mov

MacOS: Desktop

melvin-bot · 2024-09-03T03:13:04Z

@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]

BhuvaneshPatil · 2024-09-03T03:14:40Z

@Ollyws I have asked in slack for confirmation on translation. I will complete the check list once we get feedback on design. For reference I have attached ios native, ios mweb, and we macos chrome screen recordings.

Ollyws · 2024-09-03T10:11:06Z

-                            success
-                            innerStyles={[styles.pr2, styles.pl4, styles.h13]}
-                        />
+                        {!personalBankAccount.plaidAccountID && (


Shouldn't this be the other way around? According to #47578 (comment)

I don't think the note needs to be visible if they haven't ever added a personal bank account

yeah, that makes sense. Will update the PR

Ollyws · 2024-09-04T12:39:56Z

@BhuvaneshPatil is personalBankAccount actually returning data for you? I have a test personal bank account added but it just seems to be returning {}

BhuvaneshPatil · 2024-09-04T13:00:09Z

@Ollyws I tried adding personal account but was unsuccessful at it.
Can you please tell me steps (or slack msg) about adding personal bank account.

Ollyws · 2024-09-04T13:06:15Z

@BhuvaneshPatil, sure.
Go to settings > troubleshooting and set use staging server to true.
Then you can just go through the Plaid flow as normal, choose Chase bank and it will open a modal 'First Platypus Bank'. Use the username user_good and the password pass_good and complete the flow.

BhuvaneshPatil · 2024-09-04T14:00:27Z

I checked ONYXKEYS.PERSONAL_BANK_ACCOUNT is being used to store the account info for account that is being added, not already added one.

Also I found out -
We can use ONYXKEYS.BANK_ACCOUNT_LIST for getting info about user's bank accounts.
It's object where key is account id.

We can use this for getting checking if user has added bank accounts.

BhuvaneshPatil · 2024-09-04T14:08:52Z

Screen.Recording.2024-09-04.at.7.36.39.PM.mov

Ollyws · 2024-09-04T14:51:39Z

Yeah BANK_ACCOUNT_LIST seems like the correct key let's go with that but only target personal accounts.

…date-workspace-page

BhuvaneshPatil · 2024-09-07T16:35:55Z

^ @Ollyws

Ollyws · 2024-09-08T12:06:47Z

+                            </View>
+                        )}
+                        <View style={styles.mt3}>
+                            <MenuItem


Just curious, why are we changing this from Button to MenuItem?

and also why wrap it in a view?

As per design we don't want that button to be highlighted, so to be consistent with other option I have used MenuItem

I have used view as kind of wrapper/container as we have done for other MenuItem and apply margin

Ollyws · 2024-09-09T08:58:13Z

Reviewer Checklist

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

Android: Native

Android: mWeb Chrome

iOS: Native

iOS: mWeb Safari

MacOS: Chrome / Safari

MacOS: Desktop

Ollyws

LGTM.

OSBotify · 2024-09-09T17:32:23Z

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

BhuvaneshPatil · 2024-09-19T18:27:51Z

@francoisl I can see the changes on staging but we didn't get the notification here.

francoisl · 2024-09-23T21:06:51Z

Ah, yes it was this checklist: #48791 - iirc the automation failed on that day. Anyway, looks like there's a follow-up PR #49490 for this?

BhuvaneshPatil · 2024-09-24T02:35:14Z

Yes

feat: update add bank account step page with latest design

36a0df2

BhuvaneshPatil requested a review from a team as a code owner September 3, 2024 03:13

melvin-bot Bot requested a review from Ollyws September 3, 2024 03:13

melvin-bot Bot removed the request for review from a team September 3, 2024 03:13

Ollyws reviewed Sep 3, 2024

View reviewed changes

remove not condition

8a9aa7f

BhuvaneshPatil added 3 commits September 5, 2024 22:06

used different onyx value for bank accounts

ab88090

Merge branch 'main' of https://github.com/Expensify/App into 47578-up…

ea9f88f

…date-workspace-page

fix the text going out

71fa816

BhuvaneshPatil requested a review from Ollyws September 5, 2024 19:46

Ollyws reviewed Sep 8, 2024

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Ollyws approved these changes Sep 9, 2024

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melvin-bot Bot requested a review from francoisl September 9, 2024 09:00

francoisl approved these changes Sep 9, 2024

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francoisl merged commit b5bca1a into Expensify:main Sep 9, 2024

github-actions Bot mentioned this pull request Sep 9, 2024

Investigate workflow job failing on main: e2ePerformanceTests / Run E2E tests in AWS device farm #48820

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BhuvaneshPatil commented Sep 3, 2024 •

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