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Link Workspace ID to reimbursement account setup so it is accessible during validation step #4923

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merged 2 commits into from
Aug 30, 2021

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TomatoToaster
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@TomatoToaster TomatoToaster commented Aug 30, 2021

@robertjchen , please review when you get the chance

Details

We are currently not linking workspaces to the reimbursement accounts when we create them in NewDot.

This is a problem since when it comes to the validation step (enter 3 amounts) in bank setup, the user is routed to your workspace and it points to no actual workspace. It'll be new.expensify.com/workspace//card instead of something like 'new.exepsnify.com/workspace/153B54BA57F38FA7/card. This PR fixes that issue by making sure we link the reimbursement bank account to a workspace id. Specifically it takes the workspace id from the one that most recently clicked Get Started/Finish Setup` on the workspace page.

You can see where the your workspace message is generated here in Web-Secure: https://github.com/Expensify/Web-Secure/blob/master/lib/BankAccount/VerificationUtils.php#L320

Fixed Issues

$ https://github.com/Expensify/Expensify/issues/173546

Tests

Same as QA, done locally.

QA Steps

  1. Create a new account on NewDot that has access to the freePlan beta (or do this in an account on the beta, that does not already have a verified bank account tied to a workspace).

  2. Create a workspace from clicking the plus on the bottom right:
    image

  3. Click on Get Started and follow the steps in this S/O for To create a PENDING bank account: https://stackoverflow.com/c/expensify/questions/342

  4. Eventually you should get to this step:
    image

  5. You can close the modal here and go to the chat with concierge. You should see a message like this:
    image

  6. Click on your workspace and verify that it actually opens you up to the workspace:
    image

Tested On

  • Web
  • Mobile Web
  • Desktop
  • iOS
  • Android

Screenshots

Only affects web and screenshots included in QA Steps

@TomatoToaster TomatoToaster self-assigned this Aug 30, 2021
@TomatoToaster TomatoToaster changed the title Tie workspace id to reimbursement account setup Link Workspace ID to reimbursement account setup so it is accessible during validation step Aug 30, 2021
@TomatoToaster TomatoToaster marked this pull request as ready for review August 30, 2021 19:44
@TomatoToaster TomatoToaster requested a review from a team as a code owner August 30, 2021 19:44
@MelvinBot MelvinBot requested review from robertjchen and removed request for a team August 30, 2021 19:45
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LGTM!

@robertjchen robertjchen merged commit 1803120 into main Aug 30, 2021
@robertjchen robertjchen deleted the amal-bank-account-workspace-id branch August 30, 2021 21:05
@OSBotify
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✋ 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
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🚀 Deployed to staging by @robertjchen in version: 1.0.89-0 🚀

platform result
🤖 android 🤖 skipped 🚫
🖥 desktop 🖥 skipped 🚫
🍎 iOS 🍎 skipped 🚫
🕸 web 🕸 skipped 🚫

@isagoico
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@TomatoToaster Hello! We're currently blocked from testing this since all our domain already have the expensify card. Can this be tested internally?

@TomatoToaster
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Ahh I actually had the same problem. I had a sort of hacky way to open the bank flow though again, so I was able to test adding a bank through the workspace page.

But this let me test the full bank flow per the QA steps and at the end, I go the url pointing to the right workspace ID:

image
image

@OSBotify
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OSBotify commented Sep 1, 2021

🚀 Deployed to production by @roryabraham in version: 1.0.90-2 🚀

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

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4 participants