[Due for payment 2025-05-20] [Due for payment 2025-05-13] [$500] Update Migrate tooltips

[flaviadefaria]

Problem:

After watching several FS sessions, we've seen that not everyone engaged with the tooltips, and engagement varied depending on whether the user was an admin or an employee.

Solution:

Update our existing set of tooltips so that we have admin and employee specific tooltips that are more relevant to each user role.

1. [ADD] Expense Report (filter type): 💡Welcome! Find all of your company's reports here.
   Action when clicked: Switches to the Report option on the LHN (screenshot below)
   Priority: 2000
   Conditions: role = Admin (in at least 1 workspace), the user is on the Reports tab and the nudgeMigration.timestamp is not null.

2. [UPDATE] Global Create: 💡 Create expenses, start chatting, and more. Try it out!
   Priority 1950 | Conditions: role = Employee (in at least 1 workspace), the user can see the global create icon.

3. [UPDATE] Inbox tab: 💡Check what needs your attention and chat about expenses.
   Priority 1700
   Conditions: role = All, the user can see the bottom nav, hasn't been on the Inbox tab yet, and the nudgeMigration.timestamp is not null.

4. [ADD] RBR/GBR chat: 💡You’ll see 🟢 on actions to take, and 🔴 on errors to review.
   Priority 1900
   Conditions: role = All, the user can see a chat with a green or red dot (RBR or GBR)

5. [UPDATE] Workspace chat:💡Chat with approvers
   Priority 1800
   Conditions: role = Employee (in at least 1 workspace), the user is in the Inbox and sees their workspace chat (expense chat)

6. [ADD] Account switcher/copilot access: 💡Access your copilot accounts here
   Priority 1600
   Conditions: role = All, when a user is or becomes a copilot for another account and navigates to Account/Settings page for the first time:

7. [ADD] Outstanding filter: 💡Filter for expenses that need approval
   Priority 1925
   Conditions: role = Admin, In Reports page, with either "Expenses" or "Expense Reports" selected

8. [ADD] Settings tab: 💡Explore your workspace and account settings
   Priority 1750
   Conditions: role = Admin User is in the Inbox or Reports page

9. [ADD] Workspaces tab: 💡View your workspaces
   Priority 1550
   Conditions: role = Admin User is on the Settings page

10. [REMOVE] Concierge chat row and GBR: 💡 Get started here!

11. [REMOVE] Create in the Workspace chat: 💡 Get started! Submit your expenses here!

12. [REMOVE] QAB: 💡 Quick action! Just a tap away

13. [REMOVE] Filter: 💡 Customize your search here!

Upwork Automation - Do Not Edit

• Upwork Job URL: https://www.upwork.com/jobs/~021896560139607289654
• Upwork Job ID: 1896560139607289654
• Last Price Increase: 2025-05-13

Issue Owner

Current Issue Owner: @rayane-d

[melvin-bot]

@flaviadefaria Eep! 4 days overdue now. Issues have feelings too...

[melvin-bot]

@flaviadefaria Still overdue 6 days?! Let's take care of this!

[flaviadefaria]

This is almost ready to apply all the labels.

[melvin-bot]

Job added to Upwork: https://www.upwork.com/jobs/~021896560139607289654

[melvin-bot]

Triggered auto assignment to Contributor-plus team member for initial proposal review - @eh2077 (External)

[melvin-bot]

Current assignee @flaviadefaria is eligible for the NewFeature assigner, not assigning anyone new.

[flaviadefaria]

@eh2077 I will unassign you and assign @ishpaul777 as the C+ since he has good context around tooltips and will also be leading the implementation for Convert admin tooltips.

[rayane-d]

Last PR is ready for review:

• Add Outstanding filter, Settings tab, and workspaces settings tooltips #59950

[rayane-d]

@flaviadefaria The remaining PRs, which are ready for review, add new tooltips. For now, if the user dismisses them, signs out, and signs in again, these tooltips show again. We need some backend changes so that the new tooltip dismissal persists in the backend. Is it okay to merge these new tooltips without the backend changes, ready so the team can evaluate them, or do we need to wait for an internal engineer to work on the backend changes?

• Remove some tooltips #58539
• Update inbox tooltip and add expense report filter type tooltip #58721
• Update Global Create and Workspace chat tooltips #58997
• Add RBR/GBR chat and Account switcher tooltips #58540
• Add Outstanding filter, Settings tab, and workspaces settings tooltips #59950

[flaviadefaria]

Let's merge them, but already create an issue to fix it so that an engineer can work on it asap.

[flaviadefaria]

I created the GH and cc'ed you both - #61244
Now I'm going to check on an engineer that can take it on.

[melvin-bot]

⚠️ Looks like this issue was linked to a Deploy Blocker here

If you are the assigned CME please investigate whether the linked PR caused a regression and leave a comment with the results.

If a regression has occurred and you are the assigned CM follow the instructions here.

If this regression could have been avoided please consider also proposing a recommendation to the PR checklist so that we can avoid it in the future.

[melvin-bot]

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

[melvin-bot]

The solution for this issue has been 🚀 deployed to production 🚀 in version 9.1.39-8 and is now subject to a 7-day regression period 📆. Here is the list of pull requests that resolve this issue:

• Update Global Create and Workspace chat tooltips #58997
• Add RBR/GBR chat and Account switcher tooltips #58540

If no regressions arise, payment will be issued on 2025-05-13. 🎊

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

• @rayane-d requires payment through NewDot Manual Requests
• @ishpaul777 requires payment through NewDot Manual Requests

[melvin-bot]

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:

• [@rayane-d / @ishpaul777] Please propose regression test steps to ensure the new feature will work correctly on production in further releases.
• [@flaviadefaria] Link the GH issue for creating/updating the regression test once above steps have been agreed upon.

[melvin-bot]

⚠️ Looks like this issue was linked to a Deploy Blocker here

If you are the assigned CME please investigate whether the linked PR caused a regression and leave a comment with the results.

If a regression has occurred and you are the assigned CM follow the instructions here.

If this regression could have been avoided please consider also proposing a recommendation to the PR checklist so that we can avoid it in the future.

[melvin-bot]

Payment Summary

Upwork Job

• Reviewer: @rayane-d owed $250 via NewDot
• Reviewer: @ishpaul777 owed $250 via NewDot

BugZero Checklist (@flaviadefaria)

• I have verified the correct assignees and roles are listed above and updated the necessary manual offers
• I have verified that there are no duplicate or incorrect contracts on Upwork for this job (https://www.upwork.com/ab/applicants/1896560139607289654/hired)
• I have paid out the Upwork contracts or cancelled the ones that are incorrect
• I have verified the payment summary above is correct

[melvin-bot]

Upwork job price has been updated to $500

[flaviadefaria]

Payment Summary:

Reviewer: @rayane-d owed $500 via NewDot
Reviewer: @ishpaul777 owed $500 via NewDot

[flaviadefaria]

@rayane-d can you please propose regression test steps? Thanks!

[melvin-bot]

The solution for this issue has been 🚀 deployed to production 🚀 in version 9.1.44-8 and is now subject to a 7-day regression period 📆. Here is the list of pull requests that resolve this issue:

• Add Outstanding filter, Settings tab, and workspaces settings tooltips #59950

If no regressions arise, payment will be issued on 2025-05-20. 🎊

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

• @rayane-d requires payment through NewDot Manual Requests
• @ishpaul777 requires payment through NewDot Manual Requests

[melvin-bot]

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:

• [@rayane-d / @ishpaul777] Please propose regression test steps to ensure the new feature will work correctly on production in further releases.
• [@flaviadefaria] Link the GH issue for creating/updating the regression test once above steps have been agreed upon.

[melvin-bot]

Payment Summary

Upwork Job

• Reviewer: @rayane-d owed $250 via NewDot
• Reviewer: @ishpaul777 owed $250 via NewDot

BugZero Checklist (@flaviadefaria)

• I have verified the correct assignees and roles are listed above and updated the necessary manual offers
• I have verified that there are no duplicate or incorrect contracts on Upwork for this job (https://www.upwork.com/ab/applicants/1896560139607289654/hired)
• I have paid out the Upwork contracts or cancelled the ones that are incorrect
• I have verified the payment summary above is correct

[flaviadefaria]

I actually think we can skip a regression test for this one. We're likely to make some more adjustments to the tooltips as new product changes go live soon.

[flaviadefaria]

Payment Summary

Contributor: @rayane-d owed $500 via NewDot
Reviewer: @ishpaul777 owed $500 via NewDot