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Go to a Workspace that has Expensify Card with Monthly settlement setting
You should see a "Settle balance" button next to the current balance
Clicking it should call Domain_QueueExpensifyCardForBilling request
After the request is sent we should display an informational text that the balance will be cleared the next day. Verify that the text is below the Current Balance
Verify that no errors appear in the JS console
Offline tests
QA Steps
// TODO: These must be filled out, or the issue title must include "[No QA]."
same as above
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)
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 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 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
If we are not using the full Onyx data that we loaded, I've added the proper selector in order to ensure the component only re-renders when the data it is using changes
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(themeColors.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 author checklist, including those that don't apply to this PR.
@dubielzyk-expensify@Ollyws One of you needs to 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]
@mountiny I wasn't able to test this flow - I have no Workspace with monthly settlement settings and I couldn't change this setting to monthly for any of my workspaces. The screenshots were made using mocks
I'm not calling it quits yet, but I'm afraid that we would need to agree on some trade-offs:
Here is how it looks like the columns are even (1/3) width:
I actually think this looks pretty good—curious what Shawn has to say! I know at that one specific size we run into the button being pretty close to the column next to it, but I think it generally feels better than the previous implementation.
I also think that it won't be occurring many times, only when resizing the web, as the range were the button will move under the value will be 1024 to around 1107px (depending on the value's length)
Yeah, I think having the button wrap below the amount when the screen gets smaller is totally expected. I think the first video looks great personally!
mountiny
changed the title
Feat/55158 settle up feature
Bring in Settle Up feature for workspace feeds on monthly settlement frequency
Jan 31, 2025
mountiny
changed the title
Bring in Settle Up feature for workspace feeds on monthly settlement frequency
[InternalQA] Bring in Settle Up feature for workspace feeds on monthly settlement frequency
Jan 31, 2025
@koko57 I just tested this on staging and it largely worked. Only issue was it took a few minutes for the Settle now button to update to Balance will be settled on 2025-02-05 (even after refreshing the page).
@mountiny mentioned we queue it was a pusher update. Is it possible to immediately update the UI to reflect the balances as queued? Otherwise, it's a bit confusing.
@koko57 I just tested this on staging and it largely worked. Only issue was it took a few minutes for the Settle now button to update to Balance will be settled on 2025-02-05 (even after refreshing the page).
@mountiny mentioned we queue it was a pusher update. Is it possible to immediately update the UI to reflect the balances as queued? Otherwise, it's a bit confusing.
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Explanation of Change
Fixed Issues
$ #55158
PROPOSAL: -
Tests
Offline tests
QA Steps
// TODO: These must be filled out, or the issue title must include "[No QA]."
same as above
PR Author Checklist
### Fixed Issuessection aboveTestssectionOffline stepssectionQA stepssectiontoggleReportand notonIconClick)myBool && <MyComponent />.src/languages/*files and using the translation methodWaiting for Copylabel for a copy review on the original GH to get the correct copy.STYLE.md) were followedAvatar, I verified the components usingAvatarare working as expected)/** comment above it */thisare necessary to be bound (i.e. avoidthis.submit = this.submit.bind(this);ifthis.submitis never passed to a component event handler likeonClick)StyleUtils.getBackgroundAndBorderStyle(themeColors.componentBG))Avataris modified, I verified thatAvataris working as expected in all cases)Designlabel so the design team can review the changes.ScrollViewcomponent to make it scrollable when more elements are added to the page.mainbranch was merged into this PR after a review, I tested again and verified the outcome was still expected according to theTeststeps.Screenshots/Videos
Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari
MacOS: Desktop