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Redirect non-micro companies on web #55514

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mateuuszzzzz
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@mateuuszzzzz mateuuszzzzz commented Jan 21, 2025

Explanation of Change

PR adds web part of redirect to Expensify Classic (for non-micro companies, >=11 employees)

Fixed Issues

$ #53906
PROPOSAL:

Tests

Make sure the account you create is on the hybridAppRedirect beta! (@applause may not yet be added, so please try +@trj.chat if you are not initially being redirected to NewDot after account creation

A) Flow for 11+ accounts:

  • Create a new account, you should be redirected to NewDot
  • On first onboarding modal press "Manage my team's expenses"
  • Press any company size that includes 11+ employees
  • After a short time redirect to Expensify Classic should happen
  • tryNewDot NVP should have dismissed key set to true

B) Flow for less than 11 employees:

  • Create a new account, you should be redirected to NewDot
  • On first onboarding modal press "Manage my team's expenses"
  • Press first option on the list (less than 11 employees)
  • Onboarding accounting modal should be displayed
  • tryNewDot NVP should have dismissed key set to false

Offline tests

QA Steps

Same as tests, but last step in both flows can be omitted

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: mWeb Chrome
    • iOS: Native
    • iOS: mWeb 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)
    • 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 used JaimeGPT to get English > Spanish translation. I then posted it 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 either coming verbatim from figma or has been approved by marketing (in order to get marketing approval, ask the Bug Zero team member to add the Waiting for copy label to the issue)
    • 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 followed the guidelines as stated in the Review Guidelines
  • 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)
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    • 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
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    • A similar style doesn't already exist
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  • If the PR modifies the UI (e.g. new buttons, new UI components, changing the padding/spacing/sizing, moving components, etc) or modifies the form input styles:
    • I verified that all the inputs inside a form are aligned with each other.
    • I added Design label and/or tagged @Expensify/design 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.
  • I added unit tests for any new feature or bug fix in this PR to help automatically prevent regressions in this user flow.
  • 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.

Screenshots/Videos

Android: Native
android.demo.micro.mov
android.demo.other.than.micro.mov
Android: mWeb Chrome
android.mweb.+11.mov
android.mweb.11.mov
iOS: Native
demo.iOS.1.mov
iOS.demo.2.mov
iOS: mWeb Safari
ios.mweb.11+.mov
iosmweb.11.mov
MacOS: Chrome / Safari
web.11+.mov
demo.web.less.than.11.mov
MacOS: Desktop

NOTE: Lack of redirect on desktop is intentional

desktop.11+.mov
desktop.11.mov

@mateuuszzzzz
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mateuuszzzzz commented Jan 21, 2025

@trjExpensify it seems like we are not able to set NVP tryNewDot directly from New Expensify codebase. I don't have access to Expensify Classic web codebase. Can we ask internal engineer to take a look at this issue? Perhaps there is a quick workaround.

In HybridApp scenario we set NVP tryNewDot in the OldDot code right after transition from NewDot. I'm not sure if the same logic will be the best for web.

I'm also curious why button Switch to Expensify Classic on HybridApp sets NVP dissmised value to true, but on web we do not have such requirement 🤔 Is it intentional or it is a bug?

@trjExpensify
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@AndrewGable @Julesssss any chance you can help @mateuuszzzzz here?

I'm also curious why button Switch to Expensify Classic on HybridApp sets NVP dissmised value to true, but on web we do not have such requirement 🤔 Is it intentional or it is a bug?

What was the user's NVP value prior to clicking "Switch to Expensify Classic" in both attempts here?

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it seems like we are not able to set NVP tryNewDot directly from New Expensify codebase.

What do you mean exactly? Is this because we then migrate away and the request isn't completed in time?

but on web we do not have such requirement 🤔 Is it intentional or it is a bug?

Sounds like bug to me, can't recall a case we'd keep it despite a manual switch... Lets see what Tom is thinking though

@trjExpensify
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@Julesssss there's basically two "page" variations you see in the Switch to Classic flow.

  • If you have no tryNewDot NVP or classicRedirect.dismissed: true we leave your NVP as is, and show you a reminder that you don't need to do this flow to visit expensify.com before taking you to Classic.
  • If you have classicRedirect.dismissed: false, we show you the page to book a call and fill out a survey first. We change your NVP to dismissed:true when you switch.

@mateuuszzzzz
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mateuuszzzzz commented Jan 22, 2025

What do you mean exactly? Is this because we then migrate away and the request isn't completed in time?

According to your question @Julesssss, now I simply call this function in code Link.openOldDotLink(CONST.OLDDOT_URLS.INBOX, true);. After redirect to Old Experience I check NVP value in console and we don't have dismissed key there.

Even when I click button (that navigates you to two "page" variations which @trjExpensify mentioned) dismissed key is undefined. I would expect command SwitchToOldDot to change this NVP when we perform a redirect, but I'm not familiar with web part as much as with HybridApp part 😅

In other words, it seems that we don’t have an API command on the NewDot side to set it. In fact, on HybridApp, we never set it via NewDot but rather via OldDot.

I also double-checked and disabled the redirect to see if waiting for the API commands to finish would change the value of NVP, but it had no effect.

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mateuuszzzzz commented Jan 22, 2025

@AndrewGable @Julesssss any chance you can help @mateuuszzzzz here?

I'm also curious why button Switch to Expensify Classic on HybridApp sets NVP dissmised value to true, but on web we do not have such requirement 🤔 Is it intentional or it is a bug?

What was the user's NVP value prior to clicking "Switch to Expensify Classic" in both attempts here?

@trjExpensify I was testing onboarding flow on your emails tom+{something}@trj.chat. All this time the value of NVP remains unchanged and has the following form:

Screenshot 2025-01-22 at 08 39 44

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Just to confirm, is this the flow?

  1. Sign-up on the HybridApp (with an account on the hybridAppRedirect beta)
  2. Put in the NewDot experience
  3. classicRedirect.dismissed is null
  4. Switch to Classic
  5. classicRedirect.dismissed remains null

@mateuuszzzzz
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mateuuszzzzz commented Jan 22, 2025

Just to confirm, is this the flow?

  1. Sign-up on the HybridApp (with an account on the hybridAppRedirect beta)
  2. Put in the NewDot experience
  3. classicRedirect.dismissed is null
  4. Switch to Classic
  5. classicRedirect.dismissed remains null

On HybridApp it works fine. I only have issue with Web and mWeb

So my flow is:

  1. Sign-up on the web
  2. classicRedirect.dismissed is undefined
  3. Switch to Expensify Classic
  4. classicRedirect.dismissed remains undefined

On NewDot web I check it in console with Onyx.get('nvp_tryNewDot') on OldDot web: NVP.get('tryNewDot')

@trjExpensify
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If so, that looks like the same bug I discovered with organic new.expensify.com sign-ups. Admittedly, not common to sign-up on NewDot directly, but nevertheless, they should be set to classicRedirect.dismissed: false on sign-up. @Julesssss has fixed that in this Web PR that hit staging yesterday.

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mateuuszzzzz commented Jan 22, 2025

If so, that looks like the same bug I discovered with organic new.expensify.com sign-ups. Admittedly, not common to sign-up on NewDot directly, but nevertheless, they should be set to classicRedirect.dismissed: false on sign-up. @Julesssss has fixed that in this Web PR that hit staging yesterday.

Is it going to fix issue with NVP value that remains unchanged after redirect from NewDot web to OldDot web?

And one more thing: Should I use SwitchToOldDot API command during redirect from NewDot onboarding in this case? Now we only use this command in Switch to Classic flow.

This command expects arguments, but they're optional

type SwitchToOldDotParams = {
    reason?: ValueOf<typeof CONST.EXIT_SURVEY.REASONS>;
    surveyResponse?: string;
};

I'm not convinced that this command changes NVP value 😅

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remains unchanged after redirect from NewDot web to OldDot web?

That's expected, unless the NVP of the account that switched was set to dismissed:false. In which case, it gets changed to dismissed:true.

So Jules' PR is fixing the fact that a newDot sign-up doesn't have a dismissed value at all, whereas it should be set to dismissed: false. After which, switching to Classic will update it to dismissed: true as designed and working on prod.

Feel free to follow these steps to check yourself:

  1. Go to expensify.com > Choose the 2-9 signUpQualifier > sign-up
  2. You'll be redirected to NewDot and classicRedirect.dismissed: false is set
  3. In NewDot, go to Settings > "Switch to Expensify Classic"
  4. Click "No thanks" on the offer of a call > complete the survey > click "Switch to Expensify Classic"
  5. Check the console for g_account.nameValuePairs.tryNewDot > classicRedirect.dismissed: true is set.
2025-01-22_12-12-28.mp4

@mateuuszzzzz
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remains unchanged after redirect from NewDot web to OldDot web?

That's expected, unless the NVP of the account that switched was set to dismissed:false. In which case, it gets changed to dismissed:true.

So Jules' PR is fixing the fact that a newDot sign-up doesn't have a dismissed value at all, whereas it should be set to dismissed: false. After which, switching to Classic will update it to dismissed: true as designed and working on prod.

Feel free to follow these steps to check yourself:

  1. Go to expensify.com > Choose the 2-9 signUpQualifier > sign-up
  2. You'll be redirected to NewDot and classicRedirect.dismissed: false is set
  3. In NewDot, go to Settings > "Switch to Expensify Classic"
  4. Click "No thanks" on the offer of a call > complete the survey > click "Switch to Expensify Classic"
  5. Check the console for g_account.nameValuePairs.tryNewDot > classicRedirect.dismissed: true is set.

2025-01-22_12-12-28.mp4

Thanks! I will re-test it with fixes from staging 😅

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Thanks! I will re-test it with fixes from staging 😅

The above video is a prod test. The point being, it's working correctly to update the NVP value only when classicRedirect.dismissed: false is set, as designed. The problem Jules is addressing (which is on staging) is that an organic sign-up on new.expensify.com wasn't having a dismissed value set at all.

And one more thing: Should I use SwitchToOldDot API command during redirect from NewDot onboarding in this case? Now we only use this command in Switch to Classic flow.

I'll let @Julesssss pass judgement on this btw, but it sounds wrong to me to use that API command here as it's not the user driven "Switch to Expensify Classic" flow.

@mateuuszzzzz
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I'll let @Julesssss pass judgement on this btw, but it sounds wrong to me to use that API command here as it's not the user driven "Switch to Expensify Classic" flow.

I think we need to create another API command in this case if we want to change the dismissed value in this new flow

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I would expect command SwitchToOldDot to change this NVP when we perform a redirect, but I'm not familiar with web part as much as with HybridApp part 😅

Yeah, it's a fair assumption. OpenOldDotLink likely was built for a different redirection flow, so I can't say it was a bug. It's not sure it's the best place to start setting the NVP.

And one more thing: Should I use SwitchToOldDot API command during redirect from NewDot onboarding in this case? Now we only use this command in Switch to Classic flow.

switchToOldDot command will return early without a survey response or reason, so it won't set the NVP correctly as-is.

I think we need to create another API command in this case if we want to change the dismissed value in this new flow

Yes I agree. I can create something simple and similar to switchToOldDot|OpenOldDotLink, or update switchToOldDot depending on it's internal uses.

@mateuuszzzzz
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I would expect command SwitchToOldDot to change this NVP when we perform a redirect, but I'm not familiar with web part as much as with HybridApp part 😅

Yeah, it's a fair assumption. OpenOldDotLink likely was built for a different redirection flow, so I can't say it was a bug. It's not sure it's the best place to start setting the NVP.

And one more thing: Should I use SwitchToOldDot API command during redirect from NewDot onboarding in this case? Now we only use this command in Switch to Classic flow.

switchToOldDot command will return early without a survey response or reason, so it won't set the NVP correctly as-is.

I think we need to create another API command in this case if we want to change the dismissed value in this new flow

Yes I agree. I can create something simple and similar to switchToOldDot|OpenOldDotLink, or update switchToOldDot depending on it's internal uses.

I think simple API command that takes no arguments and sets dismissed value to true should be enough 😅

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Julesssss commented Jan 23, 2025

Okay, I'll update switchToOldDot so that it doesn't return if no survey reason is provided. PR is in review.

@mateuuszzzzz
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Okay, I'll update switchToOldDot so that it doesn't return if no survey reason is provided. PR is in review.

Thanks! I'll test it once it's on staging

@anmurali
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https://github.com/Expensify/Web-Expensify/pull/45472 is on production
@mateuuszzzzz can we pick this PR back up?

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Expensify/Web-Expensify#45472 is on production @mateuuszzzzz can we pick this PR back up?

@mateuuszzzzz I see you made some updates today. I'm able to help with any early testing or debugging tomorrow, just let me know!

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I think this is done. I only have two questions regarding API design and task requirements.

  1. Should I still call completeOnboarding in case where company size is 11+ and we redirect to OldDot? I.e. do we complete onboarding in this new API command automatically or simply change dismissed value?
  2. Should I disable redirect to OldDot and new API call on desktop app?

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  1. Should I still call completeOnboarding in case where company size is 11+ and we redirect to OldDot? I.e. do we complete onboarding in this new API command automatically or simply change dismissed value?

Hm, we can ask @Julesssss to confirm, but I think we do want to complete onboarding - because otherwise, if they come back to NewDot at some point in the future, we'd end up re-showing the onboarding modal if hasCompletedGuidedSetupFlow isn't true, right?

  1. Should I disable redirect to OldDot and new API call on desktop app?

It's super unlikely a new user has the desktop app installed, but not impossible. Let's not write logic to disable the redirect, let's just open OldDot in a browser tab.

@mateuuszzzzz
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Hm, we can ask @Julesssss to confirm, but I think we do want to complete onboarding - because otherwise, if they come back to NewDot at some point in the future, we'd end up re-showing the onboarding modal if hasCompletedGuidedSetupFlow isn't true, right?

Exactly, users would see onboarding modal so we definitely need to complete it somewhere.

@mateuuszzzzz mateuuszzzzz marked this pull request as ready for review February 21, 2025 14:59
@mateuuszzzzz mateuuszzzzz requested a review from a team as a code owner February 21, 2025 14:59
@melvin-bot melvin-bot bot requested review from suneox and removed request for a team February 21, 2025 15:00
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melvin-bot bot commented Feb 21, 2025

@suneox 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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🚧 @Julesssss has triggered a test hybrid app build. You can view the workflow run here.

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🧪🧪 Use the links below to test this adhoc build on Android, iOS, Desktop, and Web. Happy testing! 🧪🧪

Android 🤖 iOS 🍎
https://ad-hoc-expensify-cash.s3.amazonaws.com/android//index.html https://ad-hoc-expensify-cash.s3.amazonaws.com/ios//index.html
Android iOS
Desktop 💻 Web 🕸️
N/A N/A
N/A N/A

👀 View the workflow run that generated this build 👀

@Julesssss Julesssss removed the request for review from suneox February 21, 2025 17:24
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I'm having trouble with the initial redirection to NewDot and I always land in OldDot, which makes it impossible to verify these changes. I have a feeling a backend change has broken the initial redirection 😕

I'm looking further into this.

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Julesssss commented Feb 21, 2025

UGH of course. I forgot it's locked behind a beta. -- updating test instructions to remind myself.

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Working nicely

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Julesssss commented Feb 21, 2025

Micro company remains in NewDot

hybridredirect-micro.mp4

Mid sized company redirected back to classic

hybridredirect-medium.mp4

Individual remains in NewDot

hybridredirect-personal.mp4

iOS

Simulator Screenshot - iPhone 15 - 2025-02-21 at 11 32 18
Simulator Screenshot - iPhone 15 - 2025-02-21 at 11 32 39

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Julesssss commented Feb 21, 2025

Reviewer Checklist

  • I have verified the author checklist is complete (all boxes are checked off).
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    • Android: Native
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  • If there are any errors in the console that are unrelated to this PR, I either fixed them (preferred) or linked to where I reported them in Slack
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    • 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
    • I verified all numbers, amounts, dates and phone numbers shown in the product are using the localization methods
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    • 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.
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Screenshots/Videos

Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari
MacOS: Desktop

@Julesssss Julesssss merged commit 2c07398 into Expensify:main Feb 21, 2025
21 of 25 checks passed
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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.

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🚀 Deployed to staging by https://github.com/Julesssss in version: 9.1.4-0 🚀

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

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🚀 Deployed to production by https://github.com/chiragsalian in version: 9.1.4-4 🚀

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

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5 participants