Improve Switch to Expensify Classic flow #52526

hungvu193 · 2024-11-14T08:26:39Z

Explanation of Change

Update the Switch to Expensify Classic survey to drive better feedback

Fixed Issues

$ #51703
PROPOSAL: N/A

Tests

Case 1: People that are redirected into NewDot

Go to expensify.com
Choose the “1-9” signUpQualifier
Sign-up for a new account
Verify you’re redirected to new.expensify.com
Click the Settings bottom tab
Click Switch to Expensify Classic
Verify you see the new “Would you like to speak to a product manager?” page.
Click “Book a call”
Verify a Calendly link opens in a new browser tab
Go back to the new.expensify.com tab
Verify the RHP modal has closed.
Click Switch to Expensify Classic
Click No thanks
Choose any of the three radio button options
Click Next
Don’t enter any text in the free form text box
Click Next
Verify there’s no error on the page
Click Switch to Expensify Classic
Verify you’re redirected to expensify.com

Case 2: People not redirected into NewDot

Go to expensify.com
Choose the “10+” signUpQualifier
Sign-up for a new account
Verify you land in expensify.com
Click the Support button in the LHN of OldDot
Click Concierge
Verify you’re redirected to new.expensify.com
Click the Settings bottom tab
Click Switch to Expensify Classic
Verify you see the “Quick tip” page only
Click “Take me to Expensify Classic”
Verify you’re redirected to expensify.com

Verify that no errors appear in the JS console

Offline tests

N/A

QA Steps

Same with Tests.

Verify that no errors appear in the JS console

PR Author Checklist

Screenshots/Videos

Android: Native

Screen.Recording.2024-11-14.at.16.21.51.mov

Screen.Recording.2024-11-14.at.16.22.44.mov

Android: mWeb Chrome

Screen.Recording.2024-11-14.at.16.04.22.mov

Screen.Recording.2024-11-14.at.16.05.03.mov

iOS: Native

Screen.Recording.2024-11-14.at.15.55.50.mov

Screen.Recording.2024-11-14.at.15.48.15.mov

iOS: mWeb Safari

Screen.Recording.2024-11-14.at.15.39.58.mov

Screen.Recording.2024-11-14.at.15.41.05.mov

MacOS: Chrome / Safari

Screen.Recording.2024-11-14.at.14.15.10.mov

Screen.Recording.2024-11-14.at.15.31.48.mov

MacOS: Desktop

Screen.Recording.2024-11-14.at.15.31.48.mov

Screen.Recording.2024-11-14.at.14.15.10.mov

melvin-bot · 2024-11-14T09:23:42Z

@shubham1206agra 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]

hungvu193 · 2024-11-14T09:25:12Z

Case 1:

Screen.Recording.2024-11-14.at.15.31.48.mov

Case 2:

Screen.Recording.2024-11-14.at.14.15.10.mov

hungvu193 · 2024-11-14T09:29:36Z

src/languages/es.ts

+        quickTip: 'Consejo rápido...',
+        quickTipSubTitle: 'Puedes ir directamente a Expensify Classic visitando expensify.com. Márcalo como favorito para tener un acceso directo fácil.',
+        bookACall: 'Reservar una llamada',
+        noThanks: 'No, gracias',
+        bookACallTitle: '¿Desea hablar con un responsable de producto?',
+        benefits: {
+            [CONST.EXIT_SURVEY.BENEFIT.CHATTING_DIRECTLY]: 'Charla directa sobre gastos e informes',
+            [CONST.EXIT_SURVEY.BENEFIT.EVERYTHING_MOBILE]: 'Posibilidad de hacerlo todo desde el móvil',
+            [CONST.EXIT_SURVEY.BENEFIT.TRAVEL_EXPENSE]: 'Viajes y gastos a la velocidad del chat',
+        },
+        bookACallTextTop: 'Al cambiar a Expensify Classic, se perderá:',
+        bookACallTextBottom: 'Nos encantaría hablar con usted para entender por qué. Puede concertar una llamada con uno de nuestros jefes de producto para hablar de sus necesidades.',


Requested translations here:
https://expensify.slack.com/archives/C01GTK53T8Q/p1731572881369449

Asked @Gonals to take a look to keep this moving!

Translation for "Take me to Expensify Classic" === Llévame a Expensify Classic

shawnborton · 2024-11-14T09:53:53Z

cc @trjExpensify for eyes on the review too, but I think this looks pretty good from a design perspective.

trjExpensify · 2024-11-14T12:34:28Z

Buildin'...

trjExpensify · 2024-11-14T12:37:30Z

@hungvu193 can we make sure the button label on the quickTip page reads Take me to Expensify Classic?

We purposely had a slightly different label name for that, so we can set up tracking it separately in FullStory.

hungvu193 · 2024-11-14T12:39:22Z

@hungvu193 can we make sure the button label on the quickTip page reads Take me to Expensify Classic?

We purposely had a slightly different label name for that, so we can set up tracking it separately in FullStory.

Sure. I think I missed that case, will update it along with the new translations.

src/languages/es.ts

trjExpensify · 2024-11-14T12:45:56Z

Great, I made the suggestion on the one translation change.

@shubham1206agra is this a PR you'll be able to review today? If not, please do let me know so I can find a replacement. :)

trjExpensify · 2024-11-14T13:46:22Z

Alright, did some testing. Overall looking good!

[email protected] - Signed-up on expensify.com, selected 1-9 to be redirected to NewDot and get tryNewDot.classicRedirect.dismissed===false set for the account. I was shown the survey flow, book a call looks good etc. Then I switched, such that classicRedirect.dismissed becomes true. That looks good as well! Only thing to fix there is the label name on the quickTip page, as discussed above.

2024-11-14_13-17-51.mp4

[email protected] - signed-up on expensify.com and selected the 10+ option this time, so I have no tryNewDot NVP set at all for this account. We show the quickTrip page. That looks good!

2024-11-14_13-24-26.mp4

[email protected] - I signed-up on NewDot directly with this account. The tryNewDot NVP is added to the account, but classicRedirect.dismissed is empty (not set to false or true). That put me in a weird place where I saw the last page of the survey flow only for some reason.

2024-11-14_13-06-31.mp4

So two things on that bug:

We should show the quickTip page if tryNewDot NVP exists with classicRedirect.dismissed empty. Let’s account for that here in this PR with our logic, in case it ever happens.
I think we should be setting people who sign-up directly on NewDot to tryNewDot.classicRedirect.dismissed===false. That’s probably out of scope of this PR, but flagging it here as I spotted it. CC: @Julesssss for a second opinion on that.

shubham1206agra · 2024-11-14T14:15:35Z

@hungvu193 Please fix the tests.

hungvu193 · 2024-11-14T14:21:25Z

thrown: "Exceeded timeout of 30000 ms for a test. I don't think it's related to this PR.

hungvu193 · 2024-11-14T14:23:25Z

@trjExpensify Can you try to check the Onyx key nvp_tryNewDot in the bug that you posted? I'm unable to reproduce that bug so that will be helpful

trjExpensify · 2024-11-14T14:44:42Z

@trjExpensify Can you try to check the Onyx key nvp_tryNewDot in the bug that you posted? I'm unable to reproduce that bug so that will be helpful

Yeah, dismissed is empty:

trjExpensify · 2024-11-14T14:48:02Z

I've figured it out.

If you sign-up with a public domain on NewDot, we set tryNewDot.classicRedirect.dismissed===false.
If you sign-up with a private domain on NewDot, we set tryNewDot NVP but classicRedirect.dismissed is empty.

hungvu193 · 2024-11-14T14:59:49Z

Cool cool. We can fix this on FE anyway. I've just pushed the change 🚀

github-actions · 2024-11-14T15:35:17Z

🧪🧪 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/52526/index.html	❌ FAILED ❌
	The QR code can't be generated, because the iOS build failed
Desktop 💻	Web 🕸️
https://ad-hoc-expensify-cash.s3.amazonaws.com/desktop/52526/NewExpensify.dmg	https://52526.pr-testing.expensify.com

👀 View the workflow run that generated this build 👀

trjExpensify · 2024-11-14T15:40:05Z

It's good!

mountiny

Code looks good ot me, just waiting for the checklist

shubham1206agra · 2024-11-14T17:28:31Z

Getting infinite load in NewDot prod on new account creation.

Edit - Took too much time to load.

shubham1206agra · 2024-11-14T17:42:43Z

Screen.Recording.2024-11-14.at.11.11.47.PM.mov

BUG: Page switches in background when clicked no thanks

shubham1206agra · 2024-11-14T17:44:33Z

Screen.Recording.2024-11-14.at.11.13.28.PM.mov

BUG: Navigation gets broken after clicking no thanks.

shubham1206agra · 2024-11-14T17:45:51Z

Screen.Recording.2024-11-14.at.11.15.09.PM.mov

BUG: Modal gets closed on clicking Book a call option.

trjExpensify · 2024-11-14T18:01:03Z

Screen.Recording.2024-11-14.at.11.15.09.PM.mov

BUG: Modal gets closed on clicking Book a call option.

This one is expected. We talked about it with design in the thread linked in the issue OP.

hungvu193 · 2024-11-15T02:53:30Z

Screen.Recording.2024-11-14.at.11.11.47.PM.mov
BUG: Page switches in background when clicked no thanks

This one also happens on staging

Screen.Recording.2024-11-15.at.09.52.17.mov

hungvu193 · 2024-11-15T02:54:00Z

Getting infinite load in NewDot prod on new account creation.

I don't think this is related to this PR 😄

hungvu193 · 2024-11-15T03:48:36Z

Fixed the navigation issue. Please test again @shubham1206agra

Screen.Recording.2024-11-15.at.10.22.33.mov

trjExpensify · 2024-11-15T11:10:13Z

Alrighty, how we looking here?

shubham1206agra · 2024-11-15T16:39:17Z

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
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- Android: Native
- Android: mWeb Chrome
- iOS: Native
- iOS: mWeb Safari
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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
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Screenshots/Videos

Android: Native

Screen.Recording.2024-11-15.at.9.50.59.PM.mov

Android: mWeb Chrome

Screen.Recording.2024-11-15.at.8.32.33.PM.mov

iOS: Native

Screen.Recording.2024-11-15.at.9.05.30.PM.mov

iOS: mWeb Safari

Screen.Recording.2024-11-15.at.8.00.17.PM.mov

MacOS: Chrome / Safari

Screen.Recording.2024-11-14.at.11.08.36.PM.mov

MacOS: Desktop

Screen.Recording.2024-11-15.at.8.45.17.PM.mov

Improve switch to Expensify Classic flow

3d9c90a

hungvu193 mentioned this pull request Nov 14, 2024

Update the Switch to Expensify Classic survey to drive better feedback #51703

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hungvu193 marked this pull request as ready for review November 14, 2024 09:23

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hungvu193 added 2 commits November 14, 2024 16:31

correct the page name

a6aab88

fix lint

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trjExpensify assigned hungvu193 Nov 14, 2024

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hungvu193 added 2 commits November 14, 2024 20:49

update translations

7aec3e3

add stricter rule for quicktips

99ec928

improve shouldShowQuickTips condition

7cc635b

mountiny self-requested a review November 14, 2024 15:44

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hungvu193 added 3 commits November 15, 2024 10:14

fix navigation issue

1fb2989

revert: shouldOpenBookACall

d0fad16

Onyx migration: ExitSurveyReasonPage

e748e6c

shubham1206agra approved these changes Nov 15, 2024

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Improve Switch to Expensify Classic flow #52526

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Improve Switch to Expensify Classic flow #52526

Are you sure you want to change the base?

Improve Switch to Expensify Classic flow #52526

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Explanation of Change

Fixed Issues

Tests

Offline tests

QA Steps

PR Author Checklist

Screenshots/Videos

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