Create Card-feed-settings.md by joekaufmanexpensify · Pull Request #55886 · Expensify/App

joekaufmanexpensify · 2025-01-28T17:50:15Z

Explanation of Change

Adding company card settings NewDot HelpDot article.

Fixed Issues

$ https://github.com/Expensify/Expensify/issues/439387

QA Steps

Go to https://help.expensify.com/new-expensify/hubs/connect-credit-cards/company-cards
Verify you see an article titled "Card feed settings".
Click the article to open it.
Verify the article contents are there.

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 / Chrome
- iOS / native
- iOS / 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)
I followed proper code patterns (see Reviewing the code)
- 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)
- I verified that the left part of a conditional rendering a React component is a boolean and NOT a string, e.g. myBool && <MyComponent />.
- I verified that comments were added to code that is not self explanatory
- 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 verified the translation was requested/reviewed 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
- I verified any copy / text that was added to the app is grammatically correct in English. It adheres to proper capitalization guidelines (note: only the first word of header/labels should be capitalized), and is approved by marketing by adding the Waiting for Copy label for a copy review on the original GH to get the correct copy.
- 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.
- I verified the JSDocs style guidelines (in STYLE.md) were followed
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)
I verified any variables that can be defined as constants (ie. in CONST.js or at the top of the file that uses the constant) are defined as such
I verified that if a function's arguments changed that all usages have also been updated correctly
If a new component is created I verified that:
- A similar component doesn't exist in the codebase
- All props are defined accurately and each prop has a /** comment above it */
- The file is named correctly
- The component has a clear name that is non-ambiguous and the purpose of the component can be inferred from the name alone
- The only data being stored in the state is data necessary for rendering and nothing else
- If we are not using the full Onyx data that we loaded, I've added the proper selector in order to ensure the component only re-renders when the data it is using changes
  - Any internal methods bound to this are necessary to be bound (i.e. avoid this.submit = this.submit.bind(this); if this.submit is never passed to a component event handler like onClick)
- All JSX used for rendering exists in the render method
- The component has the minimum amount of code necessary for its purpose, and it is broken down into smaller components in order to separate concerns and functions
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(themeColors.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.
If the PR modifies a generic component, I tested and verified that those changes do not break usages of that component in the rest of the App (i.e. if a shared library or component like Avatar is modified, I verified that Avatar is working as expected in all cases)
If the PR modifies a component related to any of the existing Storybook stories, I tested and verified all stories for that component are still working as expected.
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.
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.
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.
I have checked off every checkbox in the PR author checklist, including those that don't apply to this PR.

Screenshots/Videosundefined

melvin-bot · 2025-01-28T17:50:24Z

melvin-bot · 2025-01-28T17:50:26Z

@mollfpr @maddylewis One of you needs to 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]

joekaufmanexpensify · 2025-01-28T17:50:51Z

@mollfpr please approve to go to internal engineer

melvin-bot · 2025-01-28T17:52:29Z

melvin-bot · 2025-01-28T17:52:31Z

@mjasikowski @alexpensify One of you needs to 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 · 2025-01-28T17:52:35Z

🎯 @mollfpr, thanks for reviewing and testing this PR! 🎉

An E/App issue has been created to issue payment here: #55887.

OSBotify · 2025-01-28T17:55:32Z

A preview of your ExpensifyHelp changes have been deployed to https://d648a267.helpdot.pages.dev ⚡️

maddylewis · 2025-01-28T17:56:29Z

reviewing!

joekaufmanexpensify · 2025-01-28T18:00:45Z

Thanks Maddy!

made some adjustments!

maddylewis

Let's scratch the "Company Card" subfolder and just have the article show after you click "Connect Credit Cards"

maddylewis · 2025-01-29T01:47:07Z

i made some updates to the title and some other verbiage -- requesting a change from @joekaufmanexpensify and then this should be good to merge 👍

joekaufmanexpensify

Looks good to me!

joekaufmanexpensify · 2025-01-29T18:21:16Z

@mjasikowski mind handling the reviewer checklist and then merging?

mjasikowski · 2025-01-30T10:29:39Z

Reviewer Checklist

I have verified the author checklist is complete (all boxes are checked off).
I verified the correct issue is linked in the ### Fixed Issues section above
I verified testing steps are clear and they cover the changes made in this PR
- I verified the steps for local testing are in the Tests section
- I verified the steps for Staging and/or Production testing are in the QA steps section
- I verified the steps cover any possible 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 checked that screenshots or videos are included for tests on all platforms
I included screenshots or videos for tests on all platforms
I verified tests pass on all platforms & I tested again on:
- Android: Native
- Android: mWeb Chrome
- iOS: Native
- iOS: mWeb Safari
- MacOS: Chrome / Safari
- MacOS: Desktop
If there are any errors in the console that are unrelated to this PR, I either fixed them (preferred) or linked to where I reported them in Slack
I verified proper code patterns were followed (see Reviewing the code)
- 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).
- I verified that comments were added to code that is not self explanatory
- 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
- I verified all numbers, amounts, dates and phone numbers shown in the product are using the localization methods
- I verified any copy / text that was added to the app is grammatically correct in English. It adheres to proper capitalization guidelines (note: only the first word of header/labels should be capitalized), and is either coming verbatim from figma or has been approved by marketing (in order to get marketing approval, ask the Bug Zero team member to add the Waiting for copy label to the issue)
- 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.
- I verified the JSDocs style guidelines (in STYLE.md) were followed
If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
I verified that this PR follows the guidelines as stated in the Review Guidelines
I verified other components that can be impacted by these changes have been tested, and I retested again (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar have been tested & I retested again)
I verified all code is DRY (the PR doesn't include any logic written more than once, with the exception of tests)
I verified any variables that can be defined as constants (ie. in CONST.js or at the top of the file that uses the constant) are defined as such
If a new component is created I verified that:
- A similar component doesn't exist in the codebase
- All props are defined accurately and each prop has a /** comment above it */
- The file is named correctly
- The component has a clear name that is non-ambiguous and the purpose of the component can be inferred from the name alone
- The only data being stored in the state is data necessary for rendering and nothing else
- For Class Components, any internal methods passed to components event handlers are bound to this properly so there are no scoping issues (i.e. for onClick={this.submit} the method this.submit should be bound to this in the constructor)
- Any internal methods bound to this are necessary to be bound (i.e. avoid this.submit = this.submit.bind(this); if this.submit is never passed to a component event handler like onClick)
- All JSX used for rendering exists in the render method
- The component has the minimum amount of code necessary for its purpose, and it is broken down into smaller components in order to separate concerns and functions
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.
If the PR modifies a generic component, I tested and verified that those changes do not break usages of that component in the rest of the App (i.e. if a shared library or component like Avatar is modified, I verified that Avatar is working as expected in all cases)
If the PR modifies a component related to any of the existing Storybook stories, I tested and verified all stories for that component are still working as expected.
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.
If the PR modifies the UI (e.g. new buttons, new UI components, changing the padding/spacing/sizing, moving components, etc) or modifies the form input styles:
- 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.
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.
I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: Native

Android: mWeb Chrome

iOS: Native

iOS: mWeb Safari

MacOS: Chrome / Safari

MacOS: Desktop

joekaufmanexpensify · 2025-01-30T13:11:37Z

TY!

github-actions · 2025-01-31T07:02:28Z

🚀 Deployed to staging by https://github.com/mjasikowski in version: 9.0.93-0 🚀

platform	result
🤖 android 🤖	cancelled 🔪
🖥 desktop 🖥	success ✅
🍎 iOS 🍎	cancelled 🔪
🕸 web 🕸	success ✅
🤖🔄 android HybridApp 🤖🔄	cancelled 🔪
🍎🔄 iOS HybridApp 🍎🔄	cancelled 🔪

github-actions · 2025-02-03T23:07:38Z

🚀 Deployed to production by https://github.com/roryabraham in version: 9.0.93-3 🚀

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

Create Card-feed-settings.md

6f6263f

joekaufmanexpensify self-assigned this Jan 28, 2025

joekaufmanexpensify requested a review from a team as a code owner January 28, 2025 17:50

melvin-bot Bot requested review from maddylewis and mollfpr and removed request for a team January 28, 2025 17:50

mollfpr approved these changes Jan 28, 2025

View reviewed changes

melvin-bot Bot requested review from alexpensify and mjasikowski January 28, 2025 17:52

melvin-bot Bot mentioned this pull request Jan 28, 2025

Payment issue for E/App PR#55886 #55887

Closed

joekaufmanexpensify removed the request for review from alexpensify January 28, 2025 18:00

joekaufmanexpensify and others added 2 commits January 28, 2025 16:56

Optimized article for AI parsing

275b8ab

Update and rename Card-feed-settings.md to Company-Card-Settings.md

b3d5146

made some adjustments!

maddylewis suggested changes Jan 29, 2025

View reviewed changes

mjasikowski approved these changes Jan 29, 2025

View reviewed changes

joekaufmanexpensify commented Jan 29, 2025

View reviewed changes

joekaufmanexpensify requested a review from maddylewis January 29, 2025 17:58

maddylewis approved these changes Jan 29, 2025

View reviewed changes

mjasikowski merged commit 7af98d7 into main Jan 30, 2025

mjasikowski deleted the joekaufmanexpensify-patch-6 branch January 30, 2025 10:30

github-actions Bot mentioned this pull request Jan 31, 2025

Deploy Checklist: New Expensify 2025-01-31 #56137

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Explanation of Change

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