[HOLD for payment 2024-12-20] [HOLD for payment 2024-12-11] [$250] Move onboarding tasks into the #admins room for admins

[zsgreenwald]

Problem

By placing onboarding steps in a Concierge DM, it limits the assigned onboarding specialist's ability to collaborate with the customer directly.

Solution

When a user selects Manage my team's expenses as their onboarding intent, let's update the assigned setup specialists' message to include onboarding Tasks, and post them in the #admins room. See below:

1. Since the assigned onboarding specialist's message will get sent first, we'll provide onboarding steps in that same message so it doesn't seem disjointed.
2. Let's update the assigned onboarding specialist's message to:

Hey there 👋 I'm your dedicated setup specialist. I look forward to helping you explore and configure Expensify. You can chat with me here anytime if you have any questions, or book a call with me directly at your convenience. I've shared some onboarding steps to help you get started below:

• task 1
• task 2
• ....

3. Let's keep the same GIF from the Concierge message and use it in the #admins post
4. Let's move the Start your free trial tooltip over to the #admins row in LHN
5. Let's keep the welcome message from Concierge, but not have it be pinned in LHN

Issue Checklist

• https://github.com/Expensify/Expensify/issues/442581
• Allow CompleteGuidedSetup to post tasks in the #admins room #52219
• Sent #admins reportID when calling CompleteGuidedSetup #52220

Upwork Automation - Do Not Edit

• Upwork Job URL: https://www.upwork.com/jobs/~021851283917795612465
• Upwork Job ID: 1851283917795612465
• Last Price Increase: 2024-11-05
• Automatic offers:
• c3024 | Contributor | 104646441

Issue Owner

Current Issue Owner: @OfstadC

[melvin-bot]

Uh oh! This issue is overdue by 2 days. Don't forget to update your issues!

[zsgreenwald]

Updated the mock in the OP

[melvin-bot]

Job added to Upwork: https://www.upwork.com/jobs/~021851283917795612465

[melvin-bot]

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

[melvin-bot]

📣 @c3024 🎉 An offer has been automatically sent to your Upwork account for the Contributor role 🎉 Thanks for contributing to the Expensify app!

Offer link
Upwork job
Please accept the offer and leave a comment on the Github issue letting us know when we can expect a PR to be ready for review 🧑‍💻
Keep in mind: Code of Conduct | Contributing 📖

[melvin-bot]

@c3024 Whoops! This issue is 2 days overdue. Let's get this updated quick!

[yuwenmemon]

I'll be handling the internal end here.

[melvin-bot]

📣 It's been a week! Do we have any satisfactory proposals yet? Do we need to adjust the bounty for this issue? 💸

[yuwenmemon]

Discussing this at a planning level here: https://expensify.slack.com/archives/C07HPDRELLD/p1730844663049119?thread_ts=1730777288.450589&cid=C07HPDRELLD

Curious for @deetergp @MonilBhavsar and @francoisl 's take on things as they have worked on this feature in the past.

[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 9.0.70-9 and is now subject to a 7-day regression period 📆. Here is the list of pull requests that resolve this issue:

• Optimistic update for moving tasks for "Manage Team's Expenses" to #admins room #52314

If no regressions arise, payment will be issued on 2024-12-11. 🎊

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

• @jjcoffee requires payment through NewDot Manual Requests
• @c3024 requires payment automatic offer (Contributor)

[IuliiaHerets]

@jjcoffee Issue is not happens with an email that doesn't contain a +

Screen_Recording_20241204_105836.mp4

[trjExpensify]

@jjcoffee @yuwenmemon @c3024 we're seeing a few strange things with our FS session reviews, that I think might point to these changes.

Duplicate tasks in both #admins and the DM with the Guide:

A strange preview of a report action for assignment in a DM with the assigned guide, that nobody can understand where that's come from:

Can ya'll help us investigate?

[trjExpensify]

Here's another example with both bugs.

At this point, I think we should revert this PR and look into it.

[yuwenmemon]

@c3024 Did you end up creating a revert of the revert?

[c3024]

@yuwenmemon Opened the PR here #53661.

[melvin-bot]

Issue is ready for payment but no BZ is assigned. @OfstadC you are the lucky winner! Please verify the payment summary looks correct and complete the checklist. Thanks!

[OfstadC]

@yuwenmemon Sorry for my confusion but I see this is still being worked on.

Do we still need to issue payment today and if so, is this accurate?

[yuwenmemon]

@OfstadC You'll want to follow the progress of this PR instead: #53661

[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 9.0.75-6 and is now subject to a 7-day regression period 📆. Here is the list of pull requests that resolve this issue:

• Revert revert moving tasks to admins room for "Manage my team expenses" intent #53661

If no regressions arise, payment will be issued on 2024-12-20. 🎊

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

• @jjcoffee requires payment through NewDot Manual Requests
• @c3024 requires payment automatic offer (Contributor)

[jjcoffee]

I guess no checklist is needed here as this is a feature addition.

Regression Test Proposal

Precondition:

• Have an email that doesn't have a '+' in it.

Test:

1. Logon to ND with a new email without a '+' in it.
2. Click on "Manage my team's expenses" on the onboarding flow and complete the onboarding.
3. Verify that the onboarding tasks show up in the #admins room.

Do we agree 👍 or 👎

[OfstadC]

Payment Summary

• @jjcoffee due $250 via manual NewExpensify Request
• @c3024 paid $250 via Upwork

[garrettmknight]

$250 approved for @jjcoffee