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HIGH [$750]: Clean up the payment options on Pay button in New Dot #36301

Description

@MitchExpensify

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Version Number: v1.4.39-7
Reproducible in staging?: Y
Reproducible in production?: Y
Expensify/Expensify Issue URL: #33967
Issue reported by: @anmurali
Slack conversation: NA -

Action Performed:

  1. Submit a request as User A to User B
  2. As User B click "Pay with Expensify" on the request (Do nothing)
  3. As User B click the “⌄” down chevron beside "Pay with Expensify" (Do nothing)

Expected Result:

The same options should be presented when clicking "Pay with Expensify" or the “⌄” down chevron beside it.

This is the new design we want to implement lifted from #33967:

Pull all the options into one single dropdown labeled Pay <currency><amount>, which when pressed opens for the user to choose:

Pay with business bank account
Pay with personal bank account
Pay with debit card
Pay elsewhere

  • Let's remember payment preference based on the first payment by request type. E.g. IOUs vs Expenses.

Said another way, if you paid an IOU using a debit card, then next time you pay an IOU, unless you pressed on the down caret (dropdown), we assume you mean the same payment device and process the payment with the debit card. But if you then pay an expense in a workspace, we don't assume but ask you to choose a payment method.

  • When defaulting payment method for expenses, use the workspace default if one is set in workspace settings.

If there is a default at the workspace level, and the admin has access to that, use that.

  • When defaulting payment method for expenses, make it workspace specific.

Said another way, if you pay an expense on workspace A, we default you to that payment device the next time (unless you press the dropdown). But then if you go to pay an expense on workspace B for the first time, we do not assume.

Actual Result:

Two different sets of options are presented to the user:

A:
image

B:
image

Workaround:

None

Platforms:

Which of our officially supported platforms is this issue occurring on?

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

View all open jobs on GitHub

Upwork Automation - Do Not Edit
  • Upwork Job URL: https://www.upwork.com/jobs/~016cb0dade2c28979f
  • Upwork Job ID: 1758260187340271616
  • Last Price Increase: 2024-06-11

Activity

  1. added
    NewFeatureSomething to build that is a new item.
    BugSomething is broken. Auto assigns a BugZero manager.
    on Feb 11, 2024
  2. melvin-bot commented on Feb 11, 2024

    @melvin-bot
  3. melvin-bot commented on Feb 11, 2024

    @melvin-bot

    Triggered auto assignment to @greg-schroeder (Bug), see https://stackoverflow.com/c/expensify/questions/14418 for more details.

  4. MitchExpensify commented on Feb 11, 2024

    @MitchExpensify
    ContributorAuthor
  5. removed their assignment
    on Feb 13, 2024
  6. joekaufmanexpensify commented on Feb 13, 2024

    @joekaufmanexpensify
    Contributor
  7. MitchExpensify commented on Feb 14, 2024

    @MitchExpensify
    ContributorAuthor

    Let's run with this issue!

  8. MitchExpensify commented on Feb 14, 2024

    @MitchExpensify
    ContributorAuthor

    Let's hunt down proposals @joekaufmanexpensify 🦾

  9. 177 remaining items

  10. joekaufmanexpensify commented on Sep 9, 2024

    @joekaufmanexpensify
    Contributor

    Going to bring next steps to slack very soon.

  11. joekaufmanexpensify commented on Sep 10, 2024

    @joekaufmanexpensify
    Contributor
  12. joekaufmanexpensify commented on Sep 11, 2024

    @joekaufmanexpensify
    Contributor

    Okay, we discussed this internally and here's where we landed. We're going to:

    • Pay out the fully bounty here to both the @brandonhenry and @allroundexperts. A lot of work went into this one, and in hindsight, this was a much more complex change than initially described in the OP of the issue. Any issues with the implementation would have likely been obviated had we designed this most holistically, rather than going straight to a GH issue.
    • Close the GH issue.
    • Take a fresh look at this internally, with a full design doc to make sure we handle all of the permutations of the various impacted flows before moving to implementation.

    LMK if anyone has questions on that. Otherwise will tackle the payment steps later today!

  13. joekaufmanexpensify commented on Sep 11, 2024

    @joekaufmanexpensify
    Contributor

    Payment summary here:

  14. joekaufmanexpensify commented on Sep 11, 2024

    @joekaufmanexpensify
    Contributor

    @brandonhenry offer for $750 sent via Upwork

  15. joekaufmanexpensify commented on Sep 11, 2024

    @joekaufmanexpensify
    Contributor

    @allroundexperts you're good to request payment here

  16. brandonhenry commented on Sep 12, 2024

    @brandonhenry
    Contributor
  17. joekaufmanexpensify commented on Sep 12, 2024

    @joekaufmanexpensify
    Contributor

    @brandonhenry $750 sent and contract ended!

  18. joekaufmanexpensify commented on Sep 12, 2024

    @joekaufmanexpensify
    Contributor

    Upwork job closed.

  19. joekaufmanexpensify commented on Sep 12, 2024

    @joekaufmanexpensify
    Contributor

    Closing this one out as all that's left is for @allroundexperts to request payment in Newdot. We'll be continuing discussion on the longer term solution for this in Slack!

  20. JmillsExpensify commented on Oct 8, 2024

    @JmillsExpensify
    Contributor

    $750 approved for @allroundexperts

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