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Update TestDrive link for invited employees #65900

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Merged
merged 5 commits into from
Jul 14, 2025

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fabioh8010
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@fabioh8010 fabioh8010 commented Jul 10, 2025

Explanation of Change

Fixes #65797.

I'm also doing a bit of refactor to remove Navattic leftovers in the code that are not being used anymore as we are switching to Storylane and the embedded demo experience.

Fixed Issues

$ #65797
PROPOSAL:

Tests

Prerequisite: Invite a brand new account to a workspace

  1. Sign-in with the invited user.
  2. Click on the + FAB.
  3. Click the "Take a 2-minute test drive" option. Assert the Test Drive demo is shown with this content: https://expensify.navattic.com/35609gb.
  4. Go to the Concierge DM.
  5. Click the "test drive" link of the task. Assert the Test Drive demo is shown with this content: https://expensify.navattic.com/35609gb.
  6. Go to the Reports tab > Expenses. Click the "Take a test drive" button and assert the Test Drive demo is shown with this content: https://expensify.navattic.com/35609gb.
  7. Go to the Reports tab > Reports. Click the "Take a test drive" button and assert the Test Drive demo is shown with this content: https://expensify.navattic.com/35609gb.

Note: To facilitate tests, in my recordings I purposely changed the code to not hide the test drive buttons once I open the demo. For QA testing you will probably need to have a new invited account for each step in steps 5, 6, 7.

  • Verify that no errors appear in the JS console

Offline tests

N/A

QA Steps

Same as Tests.

  • 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: 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)
  • I verified there are no new alerts related to the canBeMissing param for useOnyx
  • I followed proper code patterns (see Reviewing the code)
    • 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)
  • 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.ts 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 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(theme.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 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
Screen.Recording.2025-07-11.at.18.09.16-compressed.mov
Android: mWeb Chrome

I couldn't record for this platform because Chrome is instantly crashing in my emulator.

iOS: Native

In my recording the demo URL isn't being displayed because of my local company certificate that mess with it.

Screen.Recording.2025-07-11.at.18.21.18-compressed.mov
iOS: mWeb Safari

In my recording the demo URL isn't being displayed because of my local company certificate that mess with it.

Screen.Recording.2025-07-11.at.18.23.19-compressed.mov
MacOS: Chrome / Safari
Screen.Recording.2025-07-11.at.18.24.50-compressed.mov
Screen.Recording.2025-07-11.at.18.25.53-compressed.mov
MacOS: Desktop
Screen.Recording.2025-07-11.at.18.29.13-compressed.mov

@fabioh8010 fabioh8010 marked this pull request as ready for review July 11, 2025 17:36
@fabioh8010 fabioh8010 requested a review from a team as a code owner July 11, 2025 17:36
@melvin-bot melvin-bot bot requested review from Ollyws and removed request for a team July 11, 2025 17:36
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melvin-bot bot commented Jul 11, 2025

@Ollyws 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]

@fabioh8010
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Unit tests are flaky on main.

@Ollyws
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Ollyws commented Jul 14, 2025

Reviewing this one now.

@Ollyws
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Ollyws commented Jul 14, 2025

@fabioh8010 is the concierge link opening in the browser the expected behaviour?

Screen.Recording.2025-07-14.at.18.42.36.mov

@fabioh8010
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@Ollyws Is this a account you created while testing my PR on dev, or you created in another environment? I'm asking because I noticed the open link is from staging, so if you created the account there first the task was created with the staging URL, so when testing in DEV this would happen with that account.

If you use an account that was created in DEV environment, this shouldn't happen while testing the PR.

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Ollyws commented Jul 14, 2025

Ah yeah that was the issue, thanks.

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Ollyws commented Jul 14, 2025

Reviewer Checklist

  • I have verified the author checklist is complete (all boxes are checked off).
  • I verified the correct issue is linked in the ### Fixed Issues section above
  • I verified testing steps are clear and they cover the changes made in this PR
    • I verified the steps for local testing are in the Tests section
    • I verified the steps for Staging and/or Production testing are in the QA steps section
    • I verified the steps cover any possible 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 checked that screenshots or videos are included for tests on all platforms
  • I included screenshots or videos for tests on all platforms
  • I verified that the composer does not automatically focus or open the keyboard on mobile unless explicitly intended. This includes checking that returning the app from the background does not unexpectedly open the keyboard.
  • I verified tests pass on all platforms & I tested again on:
    • Android: HybridApp
    • Android: mWeb Chrome
    • iOS: HybridApp
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
    • MacOS: Desktop
  • 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
  • I verified there are no new alerts related to the canBeMissing param for useOnyx
  • I verified proper code patterns were followed (see Reviewing the code)
    • 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
    • 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 verified that this PR follows the guidelines as stated in the Review Guidelines
  • I verified other components that can be impacted by these changes have been tested, and I retested again (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar have been tested & I retested again)
  • 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.ts or at the top of the file that uses the constant) are defined as such
  • 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
    • For Class Components, any internal methods passed to components event handlers are bound to this properly so there are no scoping issues (i.e. for onClick={this.submit} the method this.submit should be bound to this in the constructor)
    • 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(theme.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 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.
  • For any bug fix or new feature in this PR, I verified that sufficient unit tests are included to prevent regressions in this 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.
  • I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: HybridApp
01_Android_Native.mp4
Android: mWeb Chrome
02_Android_Chrome.mp4
iOS: HybridApp
03_iOS_Native.mp4
iOS: mWeb Safari
04_iOS_Safari.mp4
MacOS: Chrome / Safari
05_MacOS_Chrome.mp4
MacOS: Desktop
MacOS_Desktop.mov

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LGTM.

@marcaaron marcaaron merged commit 50a6769 into Expensify:main Jul 14, 2025
18 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/marcaaron in version: 9.1.81-0 🚀

platform result
🖥 desktop 🖥 success ✅
🕸 web 🕸 success ✅
🤖 android 🤖 success ✅
🍎 iOS 🍎 success ✅

Comment on lines -42 to -50
// Mark the viewTourTask as complete if we are redirected to Concierge after finishing the Navattic tour
const {navattic} = (route.params as {navattic?: string}) ?? {};
if (navattic === CONST.NAVATTIC.COMPLETED) {
if (viewTourTaskReport) {
if (viewTourTaskReport.stateNum !== CONST.REPORT.STATE_NUM.APPROVED || viewTourTaskReport.statusNum !== CONST.REPORT.STATUS_NUM.APPROVED) {
completeTask(viewTourTaskReport);
}
}
}
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I think this may be related to #66152

@luacmartins
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luacmartins commented Jul 16, 2025

@fabioh8010 steps 1-5 work, but I don't see the test drive button on the reports page. This is a new user invited to a workspace.
Screenshot 2025-07-16 at 12 09 57 PM
Screenshot 2025-07-16 at 12 10 03 PM

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🚀 Deployed to production by https://github.com/luacmartins in version: 9.1.81-7 🚀

platform result
🖥 desktop 🖥 success ✅
🕸 web 🕸 success ✅
🤖 android 🤖 success ✅
🍎 iOS 🍎 success ✅

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Update TestDrive link for invited employees
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