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Plan changes to subscriptions #54771

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jayeshmangwani
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@jayeshmangwani jayeshmangwani commented Jan 2, 2025

Explanation of Change

Fixed Issues

$ #52588
PROPOSAL:

Tests

Single Workspace Upgrade

  1. Create a new account
  2. Create a workspace
  3. Navigate to subscriptions
  4. Click on 'Control'
  5. Confirm Upgrade RHP opens
  6. Click 'Upgrade'
  7. Confirm your workspace has been upgraded

Single Workspace Downgrade (follow Single Workspace Upgrade steps first)

  1. Navigate to subscriptions
  2. Click on 'Collect'
  3. Confirm Downgrade RHP opens
  4. Click 'Downgrade'
  5. Confirm your workspace has been downgraded

Multi Workspace Upgrade (follow Single Workspace Upgrade + Downgrade steps first)

  1. Create an additional workspace
  2. Navigate to subscriptions
  3. Click on 'Control'
  4. Confirm Upgrade RHP opens for multi workspaces
  5. Click 'Go to Workspaces'
  6. Confirm you're sent to workspace page
  7. Upgrade a workspace
  8. Navigate back to Subscriptions and confirm 'Control' is selected

Multi Workspace Upgrade (follow Multi Workspace Upgrade steps first)

  1. Navigate to subscriptions
  2. Click on 'Collect'
  3. Confirm Downgrade RHP opens for multi workspaces
  4. Click 'Go to Workspaces'
  5. Confirm you're sent to workspace page
  6. Downgrade the Control workspace
  7. Navigate back to Subscriptions and confirm 'Collect' is selected
  • Verify that no errors appear in the JS console

Offline tests

QA Steps

// TODO: These must be filled out, or the issue title must include "[No QA]."

Same as Tests

  • Verify that no errors appear in the JS console

PR Author Checklist

  • I linked the correct issue in the ### Fixed Issues section above
  • I wrote clear testing steps that cover the changes made in this PR
    • I added steps for local testing in the Tests section
    • I added steps for the expected offline behavior in the Offline steps section
    • I added steps for Staging and/or Production testing in the QA steps section
    • I added steps to cover failure scenarios (i.e. verify an input displays the correct error message if the entered data is not correct)
    • I turned off my network connection and tested it while offline to ensure it matches the expected behavior (i.e. verify the default avatar icon is displayed if app is offline)
    • I tested this PR with a High Traffic account against the staging or production API to ensure there are no regressions (e.g. long loading states that impact usability).
  • I included screenshots or videos for tests on all platforms
  • I ran the tests on all platforms & verified they passed on:
    • Android: Native
    • Android: mWeb Chrome
    • iOS: Native
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
    • MacOS: Desktop
  • I verified there are no console errors (if there's a console error not related to the PR, report it or open an issue for it to be fixed)
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    • I verified that any callback methods that were added or modified are named for what the method does and never what callback they handle (i.e. toggleReport and not onIconClick)
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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
      • If any non-english text was added/modified, I used JaimeGPT to get English > Spanish translation. I then posted it in #expensify-open-source and it was approved by an internal Expensify engineer. Link to Slack message:
    • I verified all numbers, amounts, dates and phone numbers shown in the product are using the localization methods
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    • I verified proper file naming conventions were followed for any new files or renamed files. All non-platform specific files are named after what they export and are not named "index.js". All platform-specific files are named for the platform the code supports as outlined in the README.
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  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
  • I followed the guidelines as stated in the Review Guidelines
  • I tested other components that can be impacted by my changes (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar are working as expected)
  • I verified all code is DRY (the PR doesn't include any logic written more than once, with the exception of tests)
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  • I verified that if a function's arguments changed that all usages have also been updated correctly
  • If any new file was added I verified that:
    • The file has a description of what it does and/or why is needed at the top of the file if the code is not self explanatory
  • If a new CSS style is added I verified that:
    • A similar style doesn't already exist
    • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(theme.componentBG))
  • If the PR modifies code that runs when editing or sending messages, I tested and verified there is no unexpected behavior for all supported markdown - URLs, single line code, code blocks, quotes, headings, bold, strikethrough, and italic.
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  • If the PR modifies a component or page that can be accessed by a direct deeplink, I verified that the code functions as expected when the deeplink is used - from a logged in and logged out account.
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    • I verified that all the inputs inside a form are aligned with each other.
    • I added Design label and/or tagged @Expensify/design so the design team can review the changes.
  • If a new page is added, I verified it's using the ScrollView component to make it scrollable when more elements are added to the page.
  • I added unit tests for any new feature or bug fix in this PR to help automatically prevent regressions in this user flow.
  • If the main branch was merged into this PR after a review, I tested again and verified the outcome was still expected according to the Test steps.

Screenshots/Videos

Android: Native
Android.mov
Android: mWeb Chrome
mweb-chrome.mov
iOS: Native
iOS.mov
iOS: mWeb Safari
mweb-safari.mov
MacOS: Chrome / Safari
web.mov
MacOS: Desktop
desktop.mov

getUrlWithBackToParam(`settings/workspaces/${policyID}/upgrade/${encodeURIComponent(featureName ?? '')}` as const, backTo),
route: 'settings/workspaces/:policyID?/upgrade/:featureName?',
getRoute: (policyID?: string, featureName?: string, backTo?: string) =>
policyID ? getUrlWithBackToParam(`settings/workspaces/${policyID}/upgrade/${encodeURIComponent(featureName ?? '')}` as const, backTo) : (`settings/workspaces/upgrade` as const),
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@DylanDylann, I have made the policyID optional for the WORKSPACE_UPGRADE and WORKSPACE_DOWNGRADE routes.
The reasoning behind this is that when navigating to Subscriptions -> and if the user has multiple workspaces as an owner and then presses the 'Upgrade'/'Downgrade' plan type, we navigate them to the Upgrade/Downgrade page and On this page, instead of the 'Upgrade'/'Downgrade' CTA, we show a 'Go to Workspaces' button at the bottom so we are not navigating them to any specific ws page.

If the user navigates to the upgrade/downgrade pages while owning multiple workspaces, the new route URLs will be settings/workspaces/upgrade and settings/workspaces/downgrade.
On both of these pages, I have updated the condition to display the 'Not Found' page, if the route params don't include a policyID, then checks whether the user has more than one workspace as an owner. If so, it shows the page with the 'Go to Workspaces' button; otherwise, it shows the 'Not Found' page.

Please let me know what you think about the outlined plan. Feel free to share any suggestions."

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@jayeshmangwani It looks good to me

@jayeshmangwani
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@DylanDylann When we navigate to "Workspaces" from the "Upgrade" page and upgrade the workspace(s) to the Control Plan, then if we go back twice, we can still see the Upgrade page, even though the workspace(s) are already upgraded. How do you think should we handle this navigation?

we can add an isFocused check on both the Upgrade and Downgrade pages? If the plan type doesn’t match the expected type, then we call goBack(), Or do you suggest some other way to handle this navigation?

navigation-bug.mov

@jayeshmangwani
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@DylanDylann could you take a look at this comment? Thanks!

@DylanDylann
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Sure, I will do it now

@DylanDylann
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DylanDylann commented Jan 7, 2025

@jayeshmangwani

Option 1:

If the navigation stack is:

Subscription Page --> Upgrade/Downgrade Page

Then If we click on "Go to workspace" we should update the navigation stack

Subscription Page --> Workspace Page

Then if the user clicks the back button, they will be navigated to the subscription page

Option 2: Your suggestion here

Option 3:

Subscription Page --> Upgrade/Downgrade Page --> Workspace List --> Workspace Profile --> Select Plan Type

Then If we click on a new type we should update the navigation stack

Subscription Page --> Upgrade/Downgrade Page --> Workspace List --> Workspace Profile --> Select Plan Type --> Upgrade/Downgrade Page

@DylanDylann
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DylanDylann commented Jan 7, 2025

I think we should ask the internal team to make the final decision. We have 3 options #54771 (comment) and I prefer the third one

@DylanDylann
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@jayeshmangwani Updated to add new option

@jayeshmangwani jayeshmangwani marked this pull request as ready for review January 8, 2025 07:11
@jayeshmangwani jayeshmangwani requested a review from a team as a code owner January 8, 2025 07:11
@melvin-bot melvin-bot bot requested a review from hungvu193 January 8, 2025 07:11
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melvin-bot bot commented Jan 8, 2025

@hungvu193 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]

@melvin-bot melvin-bot bot removed the request for review from a team January 8, 2025 07:11
@jayeshmangwani
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@hungvu193, please ignore the auto-assignment for this; @DylanDylann will review this PR

const theme = useTheme();

return (
<View style={[styles.borderedContentCard, styles.flex1, styles.mt5, styles.p5, index === 0 && styles.mr3]}>
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Suggested change
<View style={[styles.borderedContentCard, styles.flex1, styles.mt5, styles.p5, index === 0 && styles.mr3]}>
<View style={[styles.borderedContentCard, styles.flex1, styles.mt5, styles.p5, index === 0 && styles.mr3, plan.isSelected && styles.borderColorFocus]}>

Let's add green border on the selected option

@@ -51,7 +62,9 @@ function GenericFeaturesView({onUpgrade, buttonDisabled, loading}: GenericFeatur
</View>
))}
<Text style={[styles.textNormal, styles.textSupporting, styles.mt4]}>
{translate('workspace.upgrade.commonFeatures.benefits.note')}{' '}
{translate('workspace.upgrade.commonFeatures.benefits.startsAt')}
<Text style={[styles.textSupporting, styles.textBold]}>{formattedPrice}</Text>
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Please add a space before Learn more link

Screenshot 2025-01-08 at 15 26 15

// In this case, check if the user is an admin on more than one policy.
// If the user is not an admin on multiple policies, they cannot perform the action,
// so display the NotFoundPage.
const canPerformUpgrade = (!!policy && PolicyUtils.isPolicyAdmin(policy)) || (!policyID && ownerPolicies.length > 1);
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I think we should move this to an util function

@@ -187,18 +197,19 @@ function WorkspaceUpgradePage({route}: WorkspaceUpgradePageProps) {
}
}}
/>
{isUpgraded && (
{!!policyID && !!policy && isUpgraded && (
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Let's remove one of them

@DylanDylann
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@jayeshmangwani Just want to confirm that, we are using option 1 for this problem

Comment on lines 87 to 88
Navigation.goBack();
Navigation.navigate(ROUTES.SETTINGS_WORKSPACES);
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Suggested change
Navigation.goBack();
Navigation.navigate(ROUTES.SETTINGS_WORKSPACES);
Navigation.goBack();
Navigation.navigate(ROUTES.SETTINGS_WORKSPACES);

Let's use
Navigation.navigate(ROUTES.SETTINGS_WORKSPACES, CONST.NAVIGATION.TYPE.UP);

to replace the current screen

@jayeshmangwani
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Just want to confirm that, we are using option 1 for this problem

Yes, I added the Option 1 approach for that problem, and it makes sense too. However, I was using the goBack and navigation methods. I'll push the changes you suggested. Also, this approach still needs to be confirmed with Carlos.
Thanks for the review!

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Hi @carlosmiceli, We need your consensus on one navigation expectation.

Precondition: The user has more than one workspace as an admin.

  1. When navigating to Subscription -> Upgrade/Downgrade Plan screen, we see the "Go to Workspaces" button instead of the "Upgrade/Downgrade Workspace" button.
  2. Pressing the "Go to Workspaces" button navigates the user to the Workspaces screen. However, before this navigation, we replace the current screen with the previous one.
  3. As a result, when going back from the Workspaces screen, the user lands on the Subscription page instead of the "Downgrade"/"Upgrade" screen.

Reasoning: This behavior is based on the following comments: #54771 (comment) and #54771 (comment)

Please let us know if we need to open a discussion regarding this behavior or if we can proceed with the current navigation flow, where pressing back from the Workspaces screen redirects the user to the Subscription page.

@melvin-bot melvin-bot bot requested a review from carlosmiceli January 8, 2025 10:45
@DylanDylann
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The rest looks fine to me

@DylanDylann
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There is only one problem that needs to be confirmed here. It is so minor so I think it should not be blocked this PR, then we can handle it in a follow-up PR

@jayeshmangwani
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then we can handle it in a follow-up PR

agree

@DylanDylann
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@carlosmiceli Kindly bump for the final reviewing. It seems this is the last PR on the Downgrade feature, do we have any other tasks

@carlosmiceli
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Sorry, been OOO for the past 7 days, now getting back into everything! 🙏 Looking into it now.

@carlosmiceli
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Ok, we can merge this PR, but let's make sure to address this in a Slack thread, can you get that conversation started so we can decide what flow we'd prefer? I'll leave a note about this in the main issue so we don't forget about it, but great work on everything so far!

@carlosmiceli carlosmiceli merged commit d0a2d5e into Expensify:main Jan 10, 2025
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✋ This PR was not deployed to staging yet because QA is ongoing. It will be automatically deployed to staging after the next production release.

@garrettmknight
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  1. When navigating to Subscription -> Upgrade/Downgrade Plan screen, we see the "Go to Workspaces" button instead of the "Upgrade/Downgrade Workspace" button.
  2. Pressing the "Go to Workspaces" button navigates the user to the Workspaces screen. However, before this navigation, we replace the current screen with the previous one.
  3. As a result, when going back from the Workspaces screen, the user lands on the Subscription page instead of the "Downgrade"/"Upgrade" screen.

I think this flow is fine. The user will have had to select Collect before to trigger the downgrade flow so going back to the Subscriptions page without launching the downgrade flow automatically will work well.

@carlosmiceli
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@jayeshmangwani ☝️

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🚀 Deployed to staging by https://github.com/carlosmiceli in version: 9.0.84-0 🚀

platform result
🤖 android 🤖 success ✅
🖥 desktop 🖥 success ✅
🍎 iOS 🍎 success ✅
🕸 web 🕸 success ✅
🤖🔄 android HybridApp 🤖🔄 failure ❌
🍎🔄 iOS HybridApp 🍎🔄 failure ❌

@jayeshmangwani
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@carlosmiceli existing flow does the same thing, so we are good here and don't need to make any additional changes.

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🚀 Deployed to production by https://github.com/mountiny in version: 9.0.84-7 🚀

platform result
🤖 android 🤖 true ❌
🖥 desktop 🖥 failure ❌
🍎 iOS 🍎 success ✅
🕸 web 🕸 success ✅
🤖🔄 android HybridApp 🤖🔄 failure ❌
🍎🔄 iOS HybridApp 🍎🔄 success ✅

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🚀 Deployed to production by https://github.com/mountiny in version: 9.0.84-7 🚀

platform result
🤖 android 🤖 true ❌
🖥 desktop 🖥 success ✅
🍎 iOS 🍎 success ✅
🕸 web 🕸 success ✅
🤖🔄 android HybridApp 🤖🔄 failure ❌
🍎🔄 iOS HybridApp 🍎🔄 success ✅

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5 participants