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[Workspace Feeds] Remove confirmation step for adding a bank account in broader VBBA flow.

Open kevinksullivan opened this issue 1 year ago • 7 comments

Background

thread

We're showing a "double check to make sure everything is right" screen after someone adds a bank account, which is only a single action. This makes the step of choosing an account and then confirming that account right after redundant.

Action performed

  1. Sign up with gmail account added to Workspace feeds beta
  2. Enable Expensify Card in more features
  3. Select Issue card to kick off the enablement flow
  4. Add a test bank account setup using credentials from option 3 in the SO

Expected behavior

No additional confirmation screen after immediately adding the bank account

Actual behavior

We show a confirmation screen right after adding the account.

image

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Upwork Automation - Do Not Edit
  • Upwork Job URL: https://www.upwork.com/jobs/~021832130991616168173
  • Upwork Job ID: 1832130991616168173
  • Last Price Increase: 2024-09-06
  • Automatic offers:
    • ishpaul777 | Contributor | 103858796
Issue OwnerCurrent Issue Owner: @rayane-djouah

kevinksullivan avatar Sep 06 '24 17:09 kevinksullivan

Triggered auto assignment to @trjExpensify (Bug), see https://stackoverflow.com/c/expensify/questions/14418 for more details. Please add this bug to a GH project, as outlined in the SO.

melvin-bot[bot] avatar Sep 06 '24 17:09 melvin-bot[bot]

Job added to Upwork: https://www.upwork.com/jobs/~021832130991616168173

melvin-bot[bot] avatar Sep 06 '24 18:09 melvin-bot[bot]

Triggered auto assignment to Contributor-plus team member for initial proposal review - @rayane-djouah (External)

melvin-bot[bot] avatar Sep 06 '24 18:09 melvin-bot[bot]

Going to take Help wanted off this for a second, as we have peeps working on the project.

trjExpensify avatar Sep 06 '24 19:09 trjExpensify

📣 @ishpaul777 🎉 An offer has been automatically sent to your Upwork account for the Reviewer role 🎉 Thanks for contributing to the Expensify app!

Offer link Upwork job

melvin-bot[bot] avatar Sep 07 '24 14:09 melvin-bot[bot]

📣 @ishpaul777 🎉 An offer has been automatically sent to your Upwork account for the Contributor role 🎉 Thanks for contributing to the Expensify app!

Offer link Upwork job Please accept the offer and leave a comment on the Github issue letting us know when we can expect a PR to be ready for review 🧑‍💻 Keep in mind: Code of Conduct | Contributing 📖

melvin-bot[bot] avatar Sep 07 '24 14:09 melvin-bot[bot]

Payment will be handled at https://github.com/Expensify/App/issues/48732 once done

mountiny avatar Sep 07 '24 14:09 mountiny

There are two flows here, Manual and plaid. Do I have to remove it from both @mountiny?

parasharrajat avatar Sep 08 '24 09:09 parasharrajat

@parasharrajat yeah lets remove the confirmation page from both

mountiny avatar Sep 08 '24 10:09 mountiny

@mountiny I noticed that we disable fields on manual step once they are added and user moved to next step. Should these remain editable when use go back previous step?

parasharrajat avatar Sep 11 '24 19:09 parasharrajat

@parasharrajat Not sure if I follow but I would say that if the user goes back in the form flow, the fields should be editable

mountiny avatar Sep 15 '24 23:09 mountiny

Updated the titles to reflect the payment date. PR hit prod 4 days ago.

trjExpensify avatar Sep 23 '24 16:09 trjExpensify

Payment summary as follows:

  • $250 to @parasharrajat for the fix
  • $250 to @ishpaul777 for the C+ review

Rajat, go ahead and request. @ishpaul777, please accept the pending offer.

trjExpensify avatar Sep 30 '24 22:09 trjExpensify

Accepted!

Edit: There was 2 offers made by melvin, I accepted both by mistake one needs to retracted https://github.com/Expensify/App/issues/48730#issuecomment-2335268720 and https://github.com/Expensify/App/issues/48730#issuecomment-2335268740

ishpaul777 avatar Oct 02 '24 18:10 ishpaul777

@trjExpensify Please close this issue when done. I will request later. Thanks.

parasharrajat avatar Oct 03 '24 19:10 parasharrajat

Payment requested as per https://github.com/Expensify/App/issues/48730#issuecomment-2384266447

parasharrajat avatar Oct 03 '24 19:10 parasharrajat

@trjExpensify @parasharrajat @mountiny @ishpaul777 this issue is now 4 weeks old, please consider:

  • Finding a contributor to fix the bug
  • Closing the issue if BZ has been unable to add the issue to a VIP or Wave project
  • If you have any questions, don't hesitate to start a discussion in #expensify-open-source

Thanks!

melvin-bot[bot] avatar Oct 04 '24 18:10 melvin-bot[bot]

Paid, closing!

trjExpensify avatar Oct 04 '24 18:10 trjExpensify

$250 approved for @parasharrajat

JmillsExpensify avatar Oct 05 '24 11:10 JmillsExpensify