[Simplified Collect][Workflows] Create AutoReporting page and commands

[lakchote]

Details

Fixed Issues

$ https://github.com/Expensify/Expensify/issues/368332
PROPOSAL:

Tests

• Verify that no errors appear in the JS console

1. Create a new Collect policy on OldDot

2. Follow the steps outlined here to enable the Collect workspace to show up on NewDot

3. Login to NewDot, then navigate to Settings > Workspaces. You should see your Collect workspace, click on it.

4. On the LHP, you should only see the menu items below, specific to paid policies:

• Profile
• Workflows
• Members
• Categories

5. Click on Workflows you should see the following screen:

6. Toggle the Submission frequency sub item. A submenu should open and you should see Weekly as the default value.

7.Click on it, a RHP should open with the following options:

8. Click on one option (excepted Monthly), and verify the response status code is 200 and autoReportingFrequency in your Network browser's tab is congruent:

You should also be redirected back to the main workflows screen.

9. Repeat it for all options (exceptMonthly).

10. Click on Monthly, a sub item row should appear with Date of month and 1st as the default value (if it's a new Collect policy without autoreporting previously set).

11. Click on 1st a new RHP should open, with the following:

12. You should have 28 numbers with corresponding suffixes (st, nd, rd, th), along with Last day of the month and Last business day of the month.

a. The search should be functional:

b. It should set the appropriate values as the offset, example for a number:

c. Last day of the month:

d. Last business day of the month:

13. Refresh the page, the value you selected (auto reporting frequency - and monthly offset if you chose the Monthly one) should be persisted.

14. Verify the ordinal translations for numbers (1st, 2nd etc) appear correctly.
    a. Set your locale as Spanish
    b. Go to workflows screen, and select the monthly frequency
    c. You should see something like this below

Offline tests

When you change the autoreporting (submission) frequency, it should be optimistically set in Onyx and follow pattern B.

When you look at Onyx data in your browser's inspector, you should see the pendingFields actions related to your change:

QA Steps

• Verify that no errors appear in the JS console

Same as in Tests section above

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 the left part of a conditional rendering a React component is a boolean and NOT a string, e.g. myBool && <MyComponent />.
  • 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 verified the translation was requested/reviewed 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 approved by marketing by adding the Waiting for Copy label for a copy review on the original GH to get the correct copy.
  • 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.js 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 form input styles:
  • I verified that all the inputs inside a form are aligned with each other.
  • I added Design label 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.
• 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

Android: mWeb Chrome

iOS: Native

ios.mov

iOS: mWeb Safari

mios.mov

MacOS: Chrome / Safari

autoreporting.mov

MacOS: Desktop

desktop.mov

[luacmartins]

Left an early review

[luacmartins]

@rushatgabhane I think those policies got updated to Daily, so that's expected

[luacmartins]

LGTM on my end. I think we just have the offline comment from @rushatgabhane now

[lakchote]

Was it a new policy

@lakchote no, it was an existing policy. Puneet is the owner.

Onyx.autoReportingFrequency was daily too

Well then it's normal that Daily was shown. It defaults to Weekly if there is no autoReportingFrequency set

[lakchote]

LGTM on my end. I think we just have the offline comment from @rushatgabhane now

Please see my comment here regarding the offline behavior

[rushatgabhane]

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 the left part of a conditional rendering a React component is a boolean and NOT a string, e.g. myBool && <MyComponent />.
  • 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 approved by marketing by adding the Waiting for Copy label for a copy review on the original GH to get the correct copy.
  • 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.js 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 form input styles:
  • I verified that all the inputs inside a form are aligned with each other.
  • I added Design label 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.
• 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

Screen.Recording.2024-02-29.at.22.15.54.mov

Android: mWeb Chrome

Screen.Recording.2024-02-29.at.21.55.50.mov

iOS: Native

iOS: mWeb Safari

Screen.Recording.2024-02-29.at.21.38.03.mov

MacOS: Chrome / Safari

Screen.Recording.2024-02-29.at.21.35.53.mov

MacOS: Desktop

[rushatgabhane]

@lakchote noticed a crash on iOS and Android

1. Go to frequency page
2. Select monthly
3. Select Last day of month

Screen.Recording.2024-02-29.at.21.47.23.mov

[lakchote]

@lakchote noticed a crash on iOS and Android

1. Go to frequency page
2. Select monthly
3. Select Last day of month

@rushatgabhane It should be fixed now. We can't use Intl.PluralRules in react-native. I found another way.

[rushatgabhane]

@luacmartins LGTM

@lakchote thanks for the quick fix :)

[melvin-bot]

@pecanoro 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]

🎯 @rushatgabhane, thanks for reviewing and testing this PR! 🎉

An E/App issue has been created to issue payment here: #37602.

[OSBotify]

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

[OSBotify]

🚀 Deployed to staging by https://github.com/luacmartins in version: 1.4.47-0 🚀

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

[lanitochka17]

This PR is failing because of issue #37764

The issue is reproducible in: Web

310172501-a0b3c17e-9462-472f-8a22-8e55ddae43c6.mp4

[OSBotify]

🚀 Deployed to production by https://github.com/roryabraham in version: 1.4.47-10 🚀

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

[hoangzinh]

Hi team, coming from this issue #41326, it appears that this is a missing piece when we implemented this page to be displayed well in offline mode