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[HOLD for payment 2024-06-05] [Violations - Pending Receipts] Add "Mark as cash" Button to MoneyRequestStatusBar #39541

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yuwenmemon opened this issue Apr 3, 2024 · 33 comments
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Awaiting Payment Auto-added when associated PR is deployed to production Daily KSv2 Design Engineering NewFeature Something to build that is a new item.

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@yuwenmemon
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yuwenmemon commented Apr 3, 2024

Design Doc: https://docs.google.com/document/d/1zJqlTe_RajuBtfQYvbMx8PpXgA9CEnUGVyuqZihQ-ok/edit
Tracking GH: https://github.com/Expensify/Expensify/issues/372206

HOLD ON https://github.com/Expensify/Expensify/issues/385017


We'll add support for a button and corresponding callback in the MoneyRequestHeaderStatusBar. This will allow us to support the "Mark as cash" button shown below.

Screenshot 2024-04-03 at 11 34 09 AM

In the case of the isPendingReceiptMatch status, the button will only be shown to the submitter of the expense. The callback function for the button will call a new API command: MarkAsCash. This will be through a Transaction action function of the same name (more on this below). The command will use the DismissViolation Auth command added recently.

Issue OwnerCurrent Issue Owner: @JmillsExpensify
@yuwenmemon yuwenmemon added Engineering Weekly KSv2 NewFeature Something to build that is a new item. labels Apr 3, 2024
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melvin-bot bot commented Apr 3, 2024

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melvin-bot bot commented Apr 3, 2024

⚠️ It looks like this issue is labelled as a New Feature but not tied to any GitHub Project. Keep in mind that all new features should be tied to GitHub Projects in order to properly track external CAP software time ⚠️

@yuwenmemon yuwenmemon changed the title Add "Mark as cash" Button to MoneyRequestStatusBar [HOLD][Violations - Pending Receipts] Add "Mark as cash" Button to MoneyRequestStatusBar Apr 3, 2024
@JmillsExpensify JmillsExpensify moved this to Release 1: Spring 2024 (May) in [#whatsnext] #expense Apr 4, 2024
@melvin-bot melvin-bot bot added the Overdue label Apr 11, 2024
@JmillsExpensify
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Still on hold.

@melvin-bot melvin-bot bot removed the Overdue label Apr 17, 2024
@smelaa
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smelaa commented Apr 18, 2024

Hi, I am Aleksandra Smela from Software Mansion, an expert agency, and I would like to work on this issue.

@JmillsExpensify JmillsExpensify changed the title [HOLD][Violations - Pending Receipts] Add "Mark as cash" Button to MoneyRequestStatusBar [Violations - Pending Receipts] Add "Mark as cash" Button to MoneyRequestStatusBar Apr 18, 2024
@melvin-bot melvin-bot bot added the Overdue label Apr 26, 2024
@grgia
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grgia commented Apr 30, 2024

Not overdue, in progress

@melvin-bot melvin-bot bot removed the Overdue label Apr 30, 2024
@BrtqKr
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BrtqKr commented Apr 30, 2024

Two small questions:

  • what is a isPendingReceiptMatch status?
  • by submitter of the expense you mean isActionOwner?

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melvin-bot bot commented Apr 30, 2024

Triggered auto assignment to @dubielzyk-expensify (Design), see these Stack Overflow questions for more details.

@grgia
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grgia commented Apr 30, 2024

@dubielzyk-expensify mind confirming the web design for the Mark as cash button?

cc @smelaa

@grgia
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grgia commented Apr 30, 2024

what is a isPendingReceiptMatch status?

@BrtqKr seems isPendingReceiptMatch has been replaced with hasPendingRTERViolation

by submitter of the expense you mean isActionOwner?

Yes, that sounds correct

@dubielzyk-expensify
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@dubielzyk-expensify mind confirming the web design for the Mark as cash button?

Sorry, but I'm a bit unsure what you mean here 😅 Do you mean the desktop design or just confirming what mock should be used?

@yuwenmemon yuwenmemon added Daily KSv2 and removed Weekly KSv2 labels May 3, 2024
@grgia
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grgia commented May 3, 2024

The Desktop design @dubielzyk-expensify

@grgia
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grgia commented May 13, 2024

same as above

@melvin-bot melvin-bot bot added Overdue and removed Overdue labels May 13, 2024
@yuwenmemon yuwenmemon self-assigned this May 15, 2024
@melvin-bot melvin-bot bot added Reviewing Has a PR in review Weekly KSv2 and removed Overdue Daily KSv2 labels May 15, 2024
@JmillsExpensify
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Still working through the draft PR

@JmillsExpensify
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PR hit staging, so we're just waiting for the next production deploy.

@melvin-bot melvin-bot bot added Weekly KSv2 Awaiting Payment Auto-added when associated PR is deployed to production and removed Weekly KSv2 labels May 29, 2024
@melvin-bot melvin-bot bot changed the title [Violations - Pending Receipts] Add "Mark as cash" Button to MoneyRequestStatusBar [HOLD for payment 2024-06-05] [Violations - Pending Receipts] Add "Mark as cash" Button to MoneyRequestStatusBar May 29, 2024
@melvin-bot melvin-bot bot removed the Reviewing Has a PR in review label May 29, 2024
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melvin-bot bot commented May 29, 2024

Reviewing label has been removed, please complete the "BugZero Checklist".

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melvin-bot bot commented May 29, 2024

The solution for this issue has been 🚀 deployed to production 🚀 in version 1.4.76-7 and is now subject to a 7-day regression period 📆. Here is the list of pull requests that resolve this issue:

If no regressions arise, payment will be issued on 2024-06-05. 🎊

For reference, here are some details about the assignees on this issue:

  • @c3024 requires payment (Needs manual offer from BZ)
  • @smelaa does not require payment (Contractor)

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melvin-bot bot commented May 29, 2024

BugZero Checklist: The PR adding this new feature has been merged! The following checklist (instructions) will need to be completed before the issue can be closed:

  • [@c3024] Please propose regression test steps to ensure the new feature will work correctly on production in further releases.
  • [@JmillsExpensify] Link the GH issue for creating/updating the regression test once above steps have been agreed upon.

@melvin-bot melvin-bot bot added Daily KSv2 and removed Weekly KSv2 labels Jun 4, 2024
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melvin-bot bot commented Jun 5, 2024

Payment Summary

Upwork Job

  • ROLE: @c3024 paid $(AMOUNT) via Upwork (LINK)
  • Contributor: @smelaa is from an agency-contributor and not due payment

BugZero Checklist (@JmillsExpensify)

  • I have verified the correct assignees and roles are listed above and updated the neccesary manual offers
  • I have verified that there are no duplicate or incorrect contracts on Upwork for this job (https://www.upwork.com/ab/applicants//hired)
  • I have paid out the Upwork contracts or cancelled the ones that are incorrect
  • I have verified the payment summary above is correct

@JmillsExpensify
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@c3024 Mind suggesting regression steps since this is a new feature?

@JmillsExpensify
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Payment summary:

@c3024
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c3024 commented Jun 7, 2024

The tests have steps like fetching transaction id of a transaction and changing Onyx values from browser console. I am not sure if this will be a useful regression test.

Regression Test Proposal

  1. Go to any open report - a workspace for example
  2. Submit an expense and retrieve its transactionId transaction_id
  3. Go to the report screen of this expense and in the console, input the following and press Enter
Onyx.merge('cardList', {
        1: {
            bank: 'Expensify Card',
            lastFourPAN: 3458,
        },
    });

Onyx.merge(`transactions_<transaction_id>`, {cardID: 1, merchant: 'violation test'});

Onyx.merge(`transactionViolations_<transaction_id>`, [{type: 'test', name: 'rter', data: {pendingPattern: true}}]);
  1. Verify that Mark as cash button appears at the header
  2. Press the Mark as cash button
  3. Verify that the violation message disappears and there is a system message marked as cash added on the report screen.

@JmillsExpensify
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Thank you! What's your Upwork profile so that I can send you an offer.

@JmillsExpensify
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I'll slightly modify the regression steps, specifically 3, as QA has cards to test with.

@c3024
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c3024 commented Jun 7, 2024

Here, it is
https://www.upwork.com/freelancers/~0105555e2f227dbf47

Thanks!

@JmillsExpensify
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Upwork contract paid and regression test created!

@github-project-automation github-project-automation bot moved this from Release 1: Spring 2024 (May) to Done in [#whatsnext] #expense Jun 7, 2024
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