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feat: add employee and accounting page to onboarding flow #49161

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@nkdengineer nkdengineer commented Sep 13, 2024

Details

Fixed Issues

$ #48745
PROPOSAL: #48745 (comment)

Tests

  1. Login with a new account
  2. In the first onboarding step choose Manage my team's expenses
  3. Verify that the employee step appears with the correct style as design
  4. Select an option and go to the next page
  5. Verify that the accounting step appears with the correct style as design
  • Verify that no errors appear in the JS console

Offline tests

None

QA Steps

  1. Login with a new account
  2. In the first onboarding step choose Manage my team's expenses
  3. Verify that the employee step appears with the correct style as design
  4. Select an option and go to the next page
  5. Verify that the accounting step appears with the correct style as design
  • 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
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      • 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:
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    • 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
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  • 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.2024-09-16.at.15.30.48.mov
Android: mWeb Chrome
Screen.Recording.2024-09-16.at.15.27.18.mov
iOS: Native
Screen.Recording.2024-09-16.at.15.31.36.mov
iOS: mWeb Safari
Screen.Recording.2024-09-16.at.15.26.16.mov
MacOS: Chrome / Safari
Screen.Recording.2024-09-16.at.15.20.11.mov
MacOS: Desktop
Screen.Recording.2024-09-16.at.15.34.54.mov

@nkdengineer nkdengineer marked this pull request as ready for review September 16, 2024 09:14
@nkdengineer nkdengineer requested review from a team as code owners September 16, 2024 09:14
@melvin-bot melvin-bot bot requested review from s77rt and removed request for a team September 16, 2024 09:14
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melvin-bot bot commented Sep 16, 2024

@s77rt 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]

@shawnborton
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@dubielzyk-expensify what are your thoughts on the "Connect your accounting..." text below the headline?
CleanShot 2024-09-16 at 11 18 56@2x

I am thinking it should be bigger (in our normal font size, 15px) and maybe a bit more margin below it and above the options?

@s77rt
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s77rt commented Sep 16, 2024

The font size is not consistent

Screen.Recording.2024-09-16.at.1.14.10.PM.mov

@dubielzyk-expensify
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I am thinking it should be bigger (in our normal font size, 15px) and maybe a bit more margin below it and above the options?

Agree. In the mocks I've specified it as text which is our regular body 15px font size. I also have 20px margin between the text and the accounting options so let's use that

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dubielzyk-expensify commented Sep 17, 2024

The font size is not consistent

Agreed. All headlines should be the same here.

Also the padding here is off on @s77rt 's recording:
CleanShot 2024-09-17 at 13 39 14@2x

The text should all line up vertically on the left like so:
CleanShot 2024-09-17 at 13 41 13@2x

We use 32px padding on desktop modals and 20px on mobile :)

@nkdengineer
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Also the padding here is off on @s77rt 's recording:
The text should all line up vertically on the left like so:

This bug is fixed on the latest code.

@nkdengineer
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The font size is not consistent

Oh, that is the font-size that we use in the onboarding work step and I used this when creating new pages.

@nkdengineer
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@dubielzyk-expensify How about the spacing between the title and the description in the accounting step? Is it also 20px?

@nkdengineer
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Update two screenshots for desktop and mobile.

Screen.Recording.2024-09-17.at.11.20.45.mov
Screen.Recording.2024-09-17.at.11.21.47.mov

@dubielzyk-expensify
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The padding between the headline and the text should be 12px. Like so:
CleanShot 2024-09-17 at 14 45 59@2x

It looks a bit too big in the screenshots above

@nkdengineer
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Updated.

Screen.Recording.2024-09-17.at.12.37.48.mov
Screen.Recording.2024-09-17.at.12.37.31.mov

@s77rt
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s77rt commented Sep 20, 2024

@nkdengineer

I added a solution that is to add an Onyx.connect in OnboardingFlow for this key then the value of the key can be stored in the cache

This is a workaround. Please remove it.

Also I think the case you mentioned is not worth optimizing for, the case I reported is when we refresh on the accounting page and go back we should have a selection, this should work already without the workaround. The case you mentioned is when we refresh on the employees page, i think it's okay to have no selection.

@nkdengineer
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@s77rt Updated

Also I think the case you mentioned is not worth optimizing for, the case I reported is when we refresh on the accounting page and go back we should have a selection, this should work already without the workaround

Yes, it worked.

src/SCREENS.ts Outdated Show resolved Hide resolved
src/pages/OnboardingAccounting/types.ts Outdated Show resolved Hide resolved
src/pages/OnboardingEmployees/types.ts Outdated Show resolved Hide resolved
Comment on lines 40 to 41
leftElement: onboardingIsMediumOrLargerScreenWidth ? <View style={styles.ml3} /> : null,
rightElement: onboardingIsMediumOrLargerScreenWidth ? <View style={styles.mr3} /> : null,
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Can we apply margin/padding to the main element instead of these fake spacers? Also currently the checkbox goes beyond the intended area

Screenshot 2024-09-20 at 5 24 57 PM

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As I mentioned, SelectionList doesn't have a prop to add style to ListItem. Then if we want to do that, we need to introduce a new prop.

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Adding a new prop seems to be the right approach here. Can you please work on that?

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@s77rt Updated with a new prop.

src/pages/OnboardingEmployees/BaseOnboardingEmployees.tsx Outdated Show resolved Hide resolved
src/pages/OnboardingEmployees/BaseOnboardingEmployees.tsx Outdated Show resolved Hide resolved
src/pages/OnboardingEmployees/BaseOnboardingEmployees.tsx Outdated Show resolved Hide resolved
src/pages/OnboardingEmployees/index.tsx Outdated Show resolved Hide resolved
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s77rt commented Sep 23, 2024

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Almost there

Comment on lines +1640 to +1652
employees: {
title: 'How many empleados do you have?',
[CONST.ONBOARDING_COMPANY_SIZE.MICRO]: '1-10 empleados',
[CONST.ONBOARDING_COMPANY_SIZE.SMALL]: '11-50 empleados',
[CONST.ONBOARDING_COMPANY_SIZE.MEDIUM_SMALL]: '51-100 empleados',
[CONST.ONBOARDING_COMPANY_SIZE.MEDIUM]: '101-1,000 empleados',
[CONST.ONBOARDING_COMPANY_SIZE.LARGE]: 'More than 1,000 empleados',
},
accounting: {
title: 'Do you use any accounting software?',
description: 'Connect your accounting software directly to Expensify',
noneOfAbove: 'None of the above',
},
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@nkdengineer Please ask in Slack for the translations

src/styles/index.ts Outdated Show resolved Hide resolved
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s77rt commented Sep 24, 2024

@nkdengineer Can you please check #49161 (comment)

src/components/SelectionList/types.ts Outdated Show resolved Hide resolved
src/styles/index.ts Outdated Show resolved Hide resolved
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Looks good overall. I think we are missing:

  1. The description in the employees step. Waiting on @dubielzyk-expensify for confirmation feat: add employee and accounting page to onboarding flow #49161 (comment)
  2. The translations feat: add employee and accounting page to onboarding flow #49161 (comment)

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5 participants