[Manager McTest] Feature Release (Implementation Tracking)

[grgia]

Tracking Issue 🌷 Design Doc

The phase is considered COMPLETED when all issues and milestones are met.

BE / Set Up:

Phase 0 - NVPs / Beta

• https://github.com/Expensify/Expensify/issues/457624
• https://github.com/Expensify/Expensify/issues/457629 (BE)
• [Manager McTest] Create Temporary Beta #54808
• [Manager McTest] Update DismissedProductTraining NVP in FE #54809

Phase 1 - Create the Manager Account

• https://github.com/Expensify/Expensify/issues/458392
• https://github.com/Expensify/Expensify/issues/457628

Phase 2 - Chatbot Integration

• https://github.com/Expensify/Expensify/issues/457634
• https://github.com/Expensify/Expensify/issues/457638
• Milestone: Manager McTest sends a hardcoded reply to user DMs
• Milestone: Manager McTest sends a hardcoded reply to user expenses

Phase 3 - Handle Expense Submission Logic in the BE

• https://github.com/Expensify/Expensify/issues/457632
• Milestone: A test receipt expense is automatically marked as Paid Elsewhere when submitted to Manager McTest
• Milestone: A manual request, a scanned receipt, or a distance request expense is automatically marked as Paid Elsewhere when submitted to Manager McTest

Feature Release to Users:

BE

• https://github.com/Expensify/Expensify/issues/464733

Phase 4 - FE

• [Due for payment 2025-02-19] [Manager McTest] Update our exisitingEducationalTooltip component to display the new buttons (Try it out/No thanks) #55007
• [Due for payment 2025-03-05] [HOLD #55006/#55007][Manager McTest] Add the Manager McTest Tooltips/Recipient to Create Expense Flow #55008
• [Due for payment 2025-03-05] [HOLD #55006/#55007][Manager McTest] Add the Manager McTest Tooltips/Recipient to Manual/Distance Flow #55009
• [HOLD #55009][Manager McTest] Integrate BE for Create/Manual/Distance Expense Flow #55069
• [HOLD #55008][Manager McTest] Integrate BE for Test Receipt Flow #55070
• Milestone: Users see the correct tooltips when they meet certain conditions
• Milestone: User successfully submits the test receipt expense to Manager McTest
• Milestone: User successfully submits a manual request, a scanned receipt, and a distance request expense to Manager McTest
• [$250] [Due for payment 2025-02-19] [Manager McTest] Show ManagerMcTest as a recipient for eligible users #55006

Phase 5 - ChatGPT Integration (v2)

• https://github.com/Expensify/Expensify/issues/457644
• Milestone: Manager McTest sends a custom reply to user DMs
• Milestone: Manager McTest sends a custom reply to user expenses

Clean Up / Polish Follow Up Issues

• https://github.com/Expensify/Expensify/issues/464539
• https://github.com/Expensify/Expensify/issues/473128
• https://github.com/Expensify/Expensify/issues/465038

PR Tracking

[danielrvidal]

Thank you for this @grgia!

[melvin-bot]

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

[grgia]

Currently working on knocking out Phase 0 / 1 so the remaining Phases are unblocked!

[grgia]

Adding Manager McTest account, PRs are in review

[melvin-bot]

@grgia, @DylanDylann Huh... This is 4 days overdue. Who can take care of this?

[melvin-bot]

@grgia, @DylanDylann Still overdue 6 days?! Let's take care of this!

[flaviadefaria]

Should we add this to #convert so that we can follow progress more closely on a weekly basis?

[grgia]

@flaviadefaria the main tracking issue is in convert and we are doing daily updates in slack

[melvin-bot]

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

[grgia]

Implementation in progress!