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[MEDIUM] VBA Refactor: Update the order of Bank Account flow steps for NewDot flow #31357

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mountiny opened this issue Nov 15, 2023 · 12 comments
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Internal Requires API changes or must be handled by Expensify staff Monthly KSv2 NewFeature Something to build that is a new item. Reviewing Has a PR in review

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@mountiny
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mountiny commented Nov 15, 2023

Part of the project

Coming from Update the VBBA setup flow to new design system design doc (parent issue).

Update the BE flow of the bank account flow to support the new order of steps.

The new flow can be visually seen in the design section of the design doc https://docs.google.com/document/d/1t8_Fn93LSSU4gG4z7WRt8IFcpSGK4TIe4QamdcTXjxE/edit#bookmark=id.3slfop5gy3im

Feature Description

The steps are:

  1. Connect bank account - BankAccountStep
  2. Personal Info step
  3. Business info step
  4. Onfido verification
  5. Beneficial Owner step
  6. Complete verification
Upwork Automation - Do Not Edit
  • Upwork Job URL: https://www.upwork.com/jobs/~0102ed6ddd4ffeda88
  • Upwork Job ID: 1724757479449100288
  • Last Price Increase: 2023-11-15
Issue OwnerCurrent Issue Owner: @nkuoch
@mountiny mountiny added Daily KSv2 Internal Requires API changes or must be handled by Expensify staff NewFeature Something to build that is a new item. labels Nov 15, 2023
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melvin-bot bot commented Nov 15, 2023

Job added to Upwork: https://www.upwork.com/jobs/~0102ed6ddd4ffeda88

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melvin-bot bot commented Nov 15, 2023

@melvin-bot melvin-bot bot added Weekly KSv2 and removed Daily KSv2 labels Nov 15, 2023
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melvin-bot bot commented Nov 15, 2023

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

@shubham1206agra
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@mountiny Can you assign me here?

@mountiny
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This will be only backend change I dont think there will be anything requried here, but I will assign you

@adelekennedy
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@nkuoch any updates here?

@nkuoch
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nkuoch commented Nov 27, 2023

Taking advantage of this issue to also do https://github.com/Expensify/Expensify/issues/336685 at the same time - which requires a big refactor, but is needed anyway, especially now that we're moving the company step as the 3rd step of the flow.
We want to be able to start saving the bank account in db right from the bank account step - we don't want to have to wait the 3rd step to do it.
I expect the 1st auth PR to be ready for review tomorrow.
Related Web and App PRs are in progress. I need at least 1 more week to finish them all.

@melvin-bot melvin-bot bot removed the Overdue label Nov 27, 2023
@melvin-bot melvin-bot bot added the Overdue label Dec 6, 2023
@nkuoch
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nkuoch commented Dec 6, 2023

Refactored auth 1:1:1 commands for bankAccount, company and requestor steps (merged). Now adding new auth commands for Onfido and BeneficialOwner steps. Still updating WIP Web and App PRs at the same time to test my changes.

@melvin-bot melvin-bot bot removed the Overdue label Dec 6, 2023
@melvin-bot melvin-bot bot added the Overdue label Dec 14, 2023
@nkuoch
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nkuoch commented Dec 18, 2023

Had to focus on KYC docs last week. Working back on vba refactor this week.

@nkuoch
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nkuoch commented Jan 2, 2024

Still in progress, getting there.
All substeps have been implemented and merged in the feature branch.
All my back end refactoring to allow 1:1:1 architecture and other step ordering and saving in db at each step has been deployed.
Holding on some TS refactoring and then will merge my #33838.

@melvin-bot melvin-bot bot removed the Overdue label Jan 2, 2024
@melvin-bot melvin-bot bot added the Overdue label Jan 11, 2024
@nkuoch nkuoch added the Reviewing Has a PR in review label Jan 12, 2024
@melvin-bot melvin-bot bot removed the Overdue label Jan 12, 2024
@greg-schroeder greg-schroeder changed the title [Wave 6: VBA Refactor] Update the order of Bank Account flow steps for NewDot flow [MEDIUM] VBA Refactor: Update the order of Bank Account flow steps for NewDot flow Jan 31, 2024
@melvin-bot melvin-bot bot added Monthly KSv2 and removed Weekly KSv2 labels Feb 5, 2024
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melvin-bot bot commented Feb 5, 2024

This issue has not been updated in over 15 days. @nkuoch, @shubham1206agra, @adelekennedy eroding to Monthly issue.

P.S. Is everyone reading this sure this is really a near-term priority? Be brave: if you disagree, go ahead and close it out. If someone disagrees, they'll reopen it, and if they don't: one less thing to do!

@mountiny
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mountiny commented Feb 5, 2024

I believe this one was done

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