[Due for payment 2025-02-28] [$250] New HelpDot Homepage Category - Connect Credit Cards

@joekaufmanexpensify

Overview

We're adding a new category to the New Expensify section of the help site, mirroring the Connect Credit Cards section of the Expensify Classic help site that exists now.
Title, subheader and icon should be the same as the existing classic Connect Credit Cards section.
Clicking into Connect Credit Cards should show the same title: Connect Credit Cards and subheader Track credit card transactions and reconcile company cards. as is shown here.
Below that, we only need one section for right now: Company Cards. We can omit the Personal Cards section for now, as that feature has not yet been scoped.
Clicking into the Company Cards sub-section can be blank for now. I have three planned articles I will post as soon as this category is up and running.

That should be it! LMK if anything else is needed to get this up.

Upwork Automation - Do Not Edit

Upwork Job URL: https://www.upwork.com/jobs/~021879660945931817927
Upwork Job ID: 1879660945931817927
Last Price Increase: 2025-01-15

Issue Owner

Current Issue Owner: @joekaufmanexpensify

Sounds like this process was generalized and it isn't only Rushat who handles these. So Adding external label to assign a C+.

Job added to Upwork: https://www.upwork.com/jobs/~021879660945931817927

@allgandalf

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

@allgandalf

@allgandalf LMK if this is something you can help with, or if you have any questions about what I am looking to do!

Proposal for Expensify Help Site Update

Problem Overview:

The task requires adding a new category to the "New Expensify" section of the help site, which mirrors the existing "Connect Credit Cards" section from the Expensify Classic help site. The new category will contain a sub-section for "Company Cards" and will exclude the "Personal Cards" section for now.

Technical Solution:

Category Creation:

Use the existing structure for help categories and create a new category titled "Connect Credit Cards" in the "New Expensify" section.
For the category, the title should be "Connect Credit Cards" and the subheader should be: "Track credit card transactions and reconcile company cards."
The icon for the new category should be consistent with the existing "Connect Credit Cards" section, ensuring visual uniformity across the help site.

Sub-section for "Company Cards":

Within the "Connect Credit Cards" category, create a sub-section called "Company Cards".
The "Company Cards" section should initially contain only a placeholder indicating that additional content will be added in the future. This section should not contain any personal card details at this time.

Exclusion of "Personal Cards" Section:

Since the "Personal Cards" feature is not yet scoped, I will omit the "Personal Cards" section entirely in this implementation.

Design and Layout Consistency:

Ensure the new category and sub-section are consistent with the existing "Connect Credit Cards" section by using the same design patterns, such as title, subheader, icon, and layout.
If Figma designs or component libraries are used across the platform, I'll ensure that the new category and sub-section are built using those existing components to maintain UI consistency.

Technical Implementation Steps:

Backend: Modify the content management system (CMS) or the relevant database schema to add a new category and sub-section for "Connect Credit Cards." I’ll ensure proper linking between the new section and any other parts of the help site.
Frontend: Implement the UI changes by adding the new category, sub-section, and placeholders. I’ll use existing front-end code and styles to ensure that the new category aligns with the rest of the help site. This may involve editing JSX or HTML templates and ensuring the title and subheader are dynamically populated.
Linking: Add the necessary links to connect the new section to the rest of the help site. This will involve ensuring that the "Connect Credit Cards" section and its sub-sections are navigable and properly displayed.

Testing & Validation:

I will perform thorough testing to ensure that the new category and sub-sections are displayed correctly on all platforms (desktop and mobile).
Ensure that there are no broken links, and that the placeholder text is correctly rendered in the "Company Cards" section.
Verify that the layout is responsive and that the design is pixel-perfect, following Expensify's UI/UX guidelines.

@BrukMak

📣 @BrukMak! 📣
Hey, it seems we don’t have your contributor details yet! You'll only have to do this once, and this is how we'll hire you on Upwork.
Please follow these steps:

Make sure you've read and understood the contributing guidelines.
Get the email address used to login to your Expensify account. If you don't already have an Expensify account, create one here. If you have multiple accounts (e.g. one for testing), please use your main account email.
Get the link to your Upwork profile. It's necessary because we only pay via Upwork. You can access it by logging in, and then clicking on your name. It'll look like this. If you don't already have an account, sign up for one here.
Copy the format below and paste it in a comment on this issue. Replace the placeholder text with your actual details.

Format:

Contributor details
Your Expensify account email: <REPLACE EMAIL HERE>
Upwork Profile Link: <REPLACE LINK HERE>

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

@allgandalf

The solution for this issue has been 🚀 deployed to production 🚀 in version 9.1.3-4 and is now subject to a 7-day regression period 📆. Here is the list of pull requests that resolve this issue:

[No QA]: Update HelpDot navgiation #56595

If no regressions arise, payment will be issued on 2025-02-28. 🎊

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

@allgandalf requires payment (Needs manual offer from BZ)

OG upwork job closed, so opened a new one.

@allgandalf

Only payment here is $250 to @allgandalf for raising the various PRs in this issue via upwork.

@allgandalf

@allgandalf offer sent for $250!

@allgandalf

Payment Summary

Upwork Job

ROLE: @allgandalf paid $(AMOUNT) via Upwork (LINK)

BugZero Checklist (@joekaufmanexpensify)

I have verified the correct assignees and roles are listed above and updated the neccesary manual offers
I have verified that there are no duplicate or incorrect contracts on Upwork for this job (https://www.upwork.com/ab/applicants/1879660945931817927/hired)
I have paid out the Upwork contracts or cancelled the ones that are incorrect
I have verified the payment summary above is correct

@allgandalf

@allgandalf $250 sent and contract ended!

Upwork job closed.

All set!

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[Due for payment 2025-02-28] [$250] New HelpDot Homepage Category - Connect Credit Cards #55325

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[Due for payment 2025-02-28] [$250] New HelpDot Homepage Category - Connect Credit Cards #55325

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joekaufmanexpensify commented on Jan 15, 2025

melvin-bot commented on Jan 15, 2025

melvin-bot commented on Jan 15, 2025

joekaufmanexpensify commented on Jan 15, 2025

BrukMak commented on Jan 16, 2025

melvin-bot commented on Jan 16, 2025

35 remaining items

melvin-bot commented on Feb 21, 2025

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joekaufmanexpensify commented on Feb 24, 2025

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joekaufmanexpensify commented on Feb 24, 2025

melvin-bot commented on Feb 28, 2025

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BugZero Checklist (@joekaufmanexpensify)

joekaufmanexpensify commented on Feb 28, 2025

joekaufmanexpensify commented on Feb 28, 2025

joekaufmanexpensify commented on Feb 28, 2025

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