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fix: restart the flow for another policy #49687

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koko57
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@koko57 koko57 commented Sep 25, 2024

Details

Fixed Issues

$ #49447
PROPOSAL:

Tests

  1. Create several workspaces (if you don't have any).
  2. Go to one of your workspaces (from now on called Workspace A)
  3. Enable Expensify Card or Workflows for Workspace A
  4. Click Issue New Card / Connect Bank Account
  5. Go through the flow and leave on any step i.e. Personal Info.
  6. Go to another workspace (Workspace B)
  7. Repeat steps 3. - 5. for this workspace, verify that when entering the VBBA flow you see the buttons to choose the setup type - not "Continue" or "Start over"
  8. Go back to Workspace A, repeat step 3
  9. Verify that you see the "Continue" and "Start over" buttons.
  10. Repeat steps 3-4 several times - for the workspaces you left the flow at the very beginning you should see the starting page with setup types, for the workspaces you left off at some point in the flow (after adding bank account) you should see the "continue" modal
  • Verify that no errors appear in the JS console

Offline tests

QA Steps

  1. Create several workspaces (if you don't have any).
  2. Go to one of your workspaces (from now on called Workspace A)
  3. Enable Expensify Card or Workflows for Workspace A
  4. Click Issue New Card / Connect Bank Account
  5. Go through the flow and leave on any step i.e. Personal Info.
  6. Go to another workspace (Workspace B)
  7. Repeat steps 3. - 5. for this workspace, verify that when entering the VBBA flow you see the buttons to choose the setup type - not "Continue" or "Start over"
  8. Go back to Workspace A, repeat step 3
  9. Verify that you see the "Continue" and "Start over" buttons.
  10. Repeat steps 3-4 several times - for the workspaces you left the flow at the very beginning you should see the starting page with setup types, for the workspaces you left off at some point in the flow (after adding bank account) you should see the "continue" modal
  • 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 / Chrome
    • iOS / native
    • iOS / 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)
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    • 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)
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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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    • 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.
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  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
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  • 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
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    • The only data being stored in the state is data necessary for rendering and nothing else
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Screenshots/Videos

Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari
Screen.Recording.2024-09-26.at.19.18.23.mp4
MacOS: Desktop

@koko57 koko57 changed the title fix: restast the flow for another policy fix: restart the flow for another policy Sep 25, 2024
@koko57 koko57 marked this pull request as ready for review September 26, 2024 12:38
@koko57 koko57 requested a review from a team as a code owner September 26, 2024 12:38
@melvin-bot melvin-bot bot requested review from DylanDylann and removed request for a team September 26, 2024 12:38
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melvin-bot bot commented Sep 26, 2024

@DylanDylann 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]

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@DylanDylann what is your ETA for testing on this pr?

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If we rush, I can start now

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We do not rush specifically, just asking 😂


function ReimbursementAccountPage({route, policy}: ReimbursementAccountPageProps) {
const session = useSession();
const [isLoadingApp] = useOnyx(ONYXKEYS.IS_LOADING_APP);
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Should we add a fallback value as before?

Same to plaidLinkToken, onfidoToken, plaidCurrentEvent

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I don't think we need it

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@koko57 Why don't you think we need it? Let's see the our previous implementation

Screenshot 2024-10-01 at 13 50 18

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@DylanDylann I don't see anywhere in the app we're using fallback values for the values from useOnyx. And here if we get undefined or null to won't break anything, the conditions will work the same and the TS is not complaining. So I don't see the reason to add these fallbacks.

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but ok, I see that it was implemented in the conflicting file

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koko57 commented Sep 27, 2024

@mountiny @DylanDylann comments addressed. @DylanDylann I had to reverse your suggestion with parentheses, because prettier was failing. It works as it's supposed

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koko57 commented Sep 27, 2024

@DylanDylann could you please test other ways that we can get to VBBA that you may know?

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@DylanDylann could you please test other ways that we can get to VBBA that you may know?

That would be namely:

  • Workspace > Workflows > Payments > Add bank account
  • Bottom up flow - change vpn to USA, request 1:1 between two users as P2P and then as the user to pay, you can choose pay with business bank account

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koko57 commented Sep 27, 2024

@mountiny yes, thanks! the first one I also tested myself - it's in the video, but I haven't tested the bottom-up flow

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@koko57 Also please resolve conflict

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koko57 commented Oct 1, 2024

@DylanDylann conflicts resolved, could you please retest it?

/**
* Returns true if a VBBA exists in any state other than OPEN or LOCKED
*/
function hasInProgressVBBA(): boolean {
return !!achData?.bankAccountID && achData?.state !== BankAccount.STATE.OPEN && achData?.state !== BankAccount.STATE.LOCKED;
return !!achData?.state && achData?.state !== BankAccount.STATE.OPEN && achData?.state !== BankAccount.STATE.LOCKED;
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Why do you remove bankAccountID check here? We need to check bankAccountID condition before display continue setup button (in getShouldShowContinueSetupButtonInitialValue function)

Screen.Recording.2024-10-01.at.14.25.21.mov

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@DylanDylann I don't remember, but ok reverting it.

}

useEffect(() => {
if (!isReimbursementAccountLoading) {
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@koko57 Why do you remove this check?

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we no longer use isReimbursementAccountLoading here. I removed the local state we're just taking the info about the loading from Onyx. We don't need it locally

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Night owl 😄

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@koko57 I mean should we replace with reimbursementAccount?.isLoading

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temporarily different timezone 😃

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@koko57 Bump on this

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@koko57 koko57 Oct 2, 2024

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but here I'm changing the logic a bit. This runs only when component mounts. As we no longer set the state like this:

    const [isReimbursementAccountLoading, setIsReimbursementAccountLoading] = useState(() => {
        // By default return true (loading), if there are already loaded data we can skip the loading state
        if (hasACHDataBeenLoaded && typeof reimbursementAccount?.isLoading === 'boolean' && !reimbursementAccount?.isLoading) {
            return false;
        }
        return true;
    });

we don't need to check if it's true or false and skip the content of the hook. We also don't need to check for reimbursementAccount?.isLoading, we set it true later and we actually want the whole hook to run on mount. We only don't want to fetch the data if it's the same policy as we already have the data.

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Got it

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Got it

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@mountiny The change seems more complicated than I thought. I need more time to complete the checklist. (maybe done in tomorrow)

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mountiny commented Oct 1, 2024

Thanks!

);

const setManualStep = () => {
BankAccounts.setBankAccountSubStep(CONST.BANK_ACCOUNT.SETUP_TYPE.MANUAL).then(() => {
setShouldShowContinueSetupButton(false);
});
fetchData(true);
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@koko57 same here, Why do you remove this line?

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we don't need to fetch the data here. Besides, when I was working on that that call to API seemed not to be sent

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@koko57 To safe, If we remove this, I think we need to understand why we added it before

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This flow is quite complicated. So we should be careful about this change to avoid regression. Thanks

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@DylanDylann as we fetchData when the component mounts we don't need to fetch it once again when we choose manual flow. And as I said - when working on it I've never saw this request being sent (not sure why).

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@DylanDylann yeah it's complicates 😅 I've tried to simplify it as much as possible.

@@ -289,14 +282,13 @@ function ReimbursementAccountPage({route, policy}: ReimbursementAccountPageProps
Navigation.setParams({stepToOpen: getRouteForCurrentStep(currentStep)});
},
// eslint-disable-next-line react-compiler/react-compiler, react-hooks/exhaustive-deps
[isOffline, reimbursementAccount, route, hasACHDataBeenLoaded, shouldShowContinueSetupButton],
[isOffline, reimbursementAccount, route, hasACHDataBeenLoaded, shouldShowContinueSetupButton, policyIDParam],
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I think this is unnecessary. When policyIDParam change this component will be rendered for sure (because policyIDParam change means that the route change). Please correct me if I am wrong

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yep and we no longer use it here - removed!

// eslint-disable-next-line react-compiler/react-compiler, react-hooks/exhaustive-deps
}, []); // The empty dependency array ensures this runs only once after the component mounts.

useEffect(() => {
if (typeof reimbursementAccount?.isLoading !== 'boolean' || reimbursementAccount.isLoading === prevIsReimbursementAccountLoading) {
return;
}
setIsReimbursementAccountLoading(reimbursementAccount.isLoading);
setHasACHDataBeenLoaded(true);
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@koko57 In case of isLoading is updated from false to true, It will be incorrect. Wdyt If we remove this useEffect? As I understand, this useEffect is to update the deprecated state that no longer use

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@DylanDylann yep, I think that makes sense. Although I must have had some idea why I changed this, but I don't remember now 😅
I will check and remove this useEffect or refactor it

Thanks for pointing this out!

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DylanDylann commented Oct 3, 2024

Reviewer Checklist

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

Android: Native
Screen.Recording.2024-10-03.at.22.58.57.mov
Android: mWeb Chrome
Screen.Recording.2024-10-03.at.22.57.25.mov
iOS: Native
Screen.Recording.2024-10-03.at.22.55.46.mov
iOS: mWeb Safari
Screen.Recording.2024-10-03.at.22.55.12.mov
MacOS: Chrome / Safari
Screen.Recording.2024-10-03.at.22.52.42.mov
MacOS: Desktop
Screen.Recording.2024-10-03.at.22.54.17.mov

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koko57 commented Oct 3, 2024

@DylanDylann seems like removing this useEffect doesn't break anything, could you please retest it?

@melvin-bot melvin-bot bot requested a review from grgia October 3, 2024 16:00
mountiny
mountiny previously approved these changes Oct 3, 2024
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Thanks! all yours @grgia

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grgia previously approved these changes Oct 4, 2024
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Code LGTM, NAB comments

function getFieldsForStep(step: TBankAccountStep): InputID[] {
switch (step) {
case CONST.BANK_ACCOUNT.STEP.BANK_ACCOUNT:
return ['routingNumber', 'accountNumber', 'bankName', 'plaidAccountID', 'plaidAccessToken', 'isSavings'];
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Is there a reason these aren't also CONST?

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not sure, it was implemented like that before, I've just taken this function out of the component

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I think this is not a blocker for now, we can add consts in future PRs if we think it would be cleaner

@koko57 koko57 dismissed stale reviews from grgia and mountiny via dfd1ab5 October 7, 2024 03:07
@koko57 koko57 requested a review from grgia October 7, 2024 08:28
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LGTM

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@grgia Is there any blocker here?

function getFieldsForStep(step: TBankAccountStep): InputID[] {
switch (step) {
case CONST.BANK_ACCOUNT.STEP.BANK_ACCOUNT:
return ['routingNumber', 'accountNumber', 'bankName', 'plaidAccountID', 'plaidAccessToken', 'isSavings'];
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I think this is not a blocker for now, we can add consts in future PRs if we think it would be cleaner

@mountiny mountiny merged commit 0989dda into Expensify:main Oct 7, 2024
19 checks passed
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OSBotify commented Oct 7, 2024

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

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github-actions bot commented Oct 7, 2024

🚀 Deployed to staging by https://github.com/mountiny in version: 9.0.46-0 🚀

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

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github-actions bot commented Oct 9, 2024

🚀 Deployed to production by https://github.com/thienlnam in version: 9.0.46-5 🚀

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

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5 participants