add tasks for new user first workspace

src/CONST.ts

@@ -72,6 +72,7 @@ const selectableOnboardingChoices = {
 const backendOnboardingChoices = {
     ADMIN: 'newDotAdmin',
     SUBMIT: 'newDotSubmit',
+    TRACK_WORKSPACE: 'newDotTrackWorkspace',
 } as const;
 
 const onboardingChoices = {
@@ -98,6 +99,50 @@ const selfGuidedTourTask: OnboardingTask = {
     description: ({navatticURL}) => `[Take a self-guided product tour](${navatticURL}) and learn about everything Expensify has to offer.`,
 };
 
+const createWorkspaceTask: OnboardingTask = {
+    type: 'createWorkspace',
+    autoCompleted: true,
+    title: 'Create a workspace',
+    description:
+        '*Create a workspace* to track expenses, scan receipts, chat, and more.\n' +
+        '\n' +
+        'Here’s how to create a workspace:\n' +
+        '\n' +
+        '1. Click the settings tab.\n' +
+        '2. Click *Workspaces* > *New workspace*.\n' +
+        '\n' +
+        '*Your new workspace is ready! It’ll keep all of your spend (and chats) in one place.*',
+};
+
+const meetGuideTask: OnboardingTask = {
+    type: 'meetGuide',
+    autoCompleted: false,
+    title: 'Meet your setup specialist',
+    description: ({adminsRoomLink}) =>
+        `Meet your setup specialist, who can answer any questions as you get started with Expensify. Yes, a real human!\n` +
+        '\n' +
+        `Chat with the specialist in your [#admins room](${adminsRoomLink}).`,
+};
+
+const setupCategoriesTask: OnboardingTask = {
+    type: 'setupCategories',
+    autoCompleted: false,
+    title: 'Set up categories',
+    description: ({workspaceCategoriesLink}) =>
+        '*Set up categories* so your team can code expenses for easy reporting.\n' +
+        '\n' +
+        'Here’s how to set up categories:\n' +
+        '\n' +
+        '1. Click the settings tab.\n' +
+        '2. Go to *Workspaces*.\n' +
+        '3. Select your workspace.\n' +
+        '4. Click *Categories*.\n' +
+        "5. Disable any categories you don't need.\n" +
+        '6. Add your own categories in the top right.\n' +
+        '\n' +
+        `[Take me to workspace category settings](${workspaceCategoriesLink}).`,
+};
+
 const onboardingEmployerOrSubmitMessage: OnboardingMessage = {
     message: 'Getting paid back is as easy as sending a message. Let’s go over the basics.',
     video: {
@@ -5015,30 +5060,9 @@ const CONST = {
                 height: 960,
             },
             tasks: [
-                {
-                    type: 'createWorkspace',
-                    autoCompleted: true,
-                    title: 'Create a workspace',
-                    description:
-                        '*Create a workspace* to track expenses, scan receipts, chat, and more.\n' +
-                        '\n' +
-                        'Here’s how to create a workspace:\n' +
-                        '\n' +
-                        '1. Click the settings tab.\n' +
-                        '2. Click *Workspaces* > *New workspace*.\n' +
-                        '\n' +
-                        '*Your new workspace is ready! It’ll keep all of your spend (and chats) in one place.*',
-                },
+                createWorkspaceTask,
                 selfGuidedTourTask,
-                {
-                    type: 'meetGuide',
-                    autoCompleted: false,
-                    title: 'Meet your setup specialist',
-                    description: ({adminsRoomLink}) =>
-                        `Meet your setup specialist, who can answer any questions as you get started with Expensify. Yes, a real human!\n` +
-                        '\n' +
-                        `Chat with the specialist in your [#admins room](${adminsRoomLink}).`,
-                },
+                meetGuideTask,
                 {
                     type: 'setupCategoriesAndTags',
                     autoCompleted: false,
@@ -5048,24 +5072,7 @@ const CONST = {
                         '\n' +
                         `Import them automatically by [connecting your accounting software](${workspaceAccountingLink}), or set them up manually in your [workspace settings](${workspaceSettingsLink}).`,
                 },
-                {
-                    type: 'setupCategories',
-                    autoCompleted: false,
-                    title: 'Set up categories',
-                    description: ({workspaceCategoriesLink}) =>
-                        '*Set up categories* so your team can code expenses for easy reporting.\n' +
-                        '\n' +
-                        'Here’s how to set up categories:\n' +
-                        '\n' +
-                        '1. Click the settings tab.\n' +
-                        '2. Go to *Workspaces*.\n' +
-                        '3. Select your workspace.\n' +
-                        '4. Click *Categories*.\n' +
-                        "5. Disable any categories you don't need.\n" +
-                        '6. Add your own categories in the top right.\n' +
-                        '\n' +
-                        `[Take me to workspace category settings](${workspaceCategoriesLink}).`,
-                },
+                setupCategoriesTask,
                 {
                     type: 'setupTags',
                     autoCompleted: false,
@@ -5142,6 +5149,42 @@ const CONST = {
                 },
             ],
         },
+        [onboardingChoices.TRACK_WORKSPACE]: {
+            message: 'Here are some important tasks to help get your workspace set up.',
+            video: {
+                url: `${CLOUDFRONT_URL}/videos/guided-setup-manage-team-v2.mp4`,
+                thumbnailUrl: `${CLOUDFRONT_URL}/images/guided-setup-manage-team.jpg`,
+                duration: 55,
+                width: 1280,
+                height: 960,
+            },
+            tasks: [
+                createWorkspaceTask,
+                meetGuideTask,
+                setupCategoriesTask,
+                {
+                    type: 'inviteAccountant',
+                    autoCompleted: false,
+                    title: 'Invite your accountant',
+                    description: ({workspaceMembersLink}) =>
+                        '*Invite your accountant to Expensify and share your expenses with them to make tax time easier.\n' +
+                        '\n' +
+                        'Here’s how to invite your accountant:\n' +
+                        '\n' +
+                        '1. Click your profile picture.\n' +
+                        '2. Go to *Workspaces*.\n' +
+                        '3. Select your workspace.\n' +
+                        '4. Click *Members* > Invite member.\n' +
+                        '5. Enter their email or phone number.\n' +
+                        '6. Add an invite message if you’d like.\n' +
+                        '7. You’ll be set as the expense approver. You can change this to any admin once you invite your team.\n' +
+                        '\n' +
+                        'That’s it, happy expensing! 😄\n' +
+                        '\n' +
+                        `[View your workspace members](${workspaceMembersLink}).`,
+                },
+            ],
+        },
         [onboardingChoices.PERSONAL_SPEND]: onboardingPersonalSpendMessage,
         [onboardingChoices.CHAT_SPLIT]: {
             message: 'Splitting bills with friends is as easy as sending a message. Here’s how.',
@@ -5200,15 +5243,7 @@ const CONST = {
                 height: 960,
             },
             tasks: [
-                {
-                    type: 'meetSetupSpecialist',
-                    autoCompleted: false,
-                    title: 'Meet your setup specialist',
-                    description:
-                        '*Meet your setup specialist* who can answer any questions as you get started with Expensify. Yes, a real human!' +
-                        '\n' +
-                        'Chat with them in your #admins room or schedule a call today.',
-                },
+                meetGuideTask,
                 {
                     type: 'reviewWorkspaceSettings',
                     autoCompleted: false,

src/libs/API/parameters/CreateWorkspaceParams.ts

@@ -11,6 +11,7 @@ type CreateWorkspaceParams = {
     customUnitID: string;
     customUnitRateID: string;
     engagementChoice?: string;
+    guidedSetupData?: string;
 };
 
 export default CreateWorkspaceParams;

src/libs/actions/IOU.ts

@@ -2641,7 +2641,7 @@ function getTrackExpenseInformation(
     let createdWorkspaceParams: CreateWorkspaceParams | undefined;
 
     if (isDraftReport) {
-        const workspaceData = Policy.buildPolicyData(undefined, policy?.makeMeAdmin, policy?.name, policy?.id, chatReport?.reportID);
+        const workspaceData = Policy.buildPolicyData(undefined, policy?.makeMeAdmin, policy?.name, policy?.id, chatReport?.reportID, CONST.ONBOARDING_CHOICES.TRACK_WORKSPACE);
         createdWorkspaceParams = workspaceData.params;
         optimisticData.push(...workspaceData.optimisticData);
         successData.push(...workspaceData.successData);
@@ -3818,6 +3818,8 @@ function categorizeTrackedExpense(trackedExpenseParams: CategorizeTrackedExpense
         policyExpenseCreatedReportActionID: createdWorkspaceParams?.expenseCreatedReportActionID,
         adminsChatReportID: createdWorkspaceParams?.adminsChatReportID,
         adminsCreatedReportActionID: createdWorkspaceParams?.adminsCreatedReportActionID,
+        engagementChoice: createdWorkspaceParams?.engagementChoice,
+        guidedSetupData: createdWorkspaceParams?.guidedSetupData,
     };
 
     API.write(WRITE_COMMANDS.CATEGORIZE_TRACKED_EXPENSE, parameters, {optimisticData, successData, failureData});
@@ -3897,6 +3899,8 @@ function shareTrackedExpense(
         policyExpenseCreatedReportActionID: createdWorkspaceParams?.expenseCreatedReportActionID,
         adminsChatReportID: createdWorkspaceParams?.adminsChatReportID,
         adminsCreatedReportActionID: createdWorkspaceParams?.adminsCreatedReportActionID,
+        engagementChoice: createdWorkspaceParams?.engagementChoice,
+        guidedSetupData: createdWorkspaceParams?.guidedSetupData,
     };
 
     API.write(WRITE_COMMANDS.SHARE_TRACKED_EXPENSE, parameters, {optimisticData, successData, failureData});

src/libs/actions/Policy/Policy.ts

@@ -5,6 +5,7 @@
 import Onyx from 'react-native-onyx';
 import type {ValueOf} from 'type-fest';
 import type {ReportExportType} from '@components/ButtonWithDropdownMenu/types';
+import {prepareOnboardingOnyxData} from '@libs/actions/Report';
 import * as API from '@libs/API';
 import type {
     AddBillingCardAndRequestWorkspaceOwnerChangeParams,
@@ -78,9 +79,11 @@
 import type {PolicySelector} from '@pages/home/sidebar/SidebarScreen/FloatingActionButtonAndPopover';
 import * as PaymentMethods from '@userActions/PaymentMethods';
 import * as PersistedRequests from '@userActions/PersistedRequests';
+import type {OnboardingPurpose} from '@src/CONST';
 import CONST from '@src/CONST';
 import ONYXKEYS from '@src/ONYXKEYS';
 import type {
+    IntroSelected,
     InvitedEmailsToAccountIDs,
     PersonalDetailsList,
     Policy,
@@ -1676,6 +1679,12 @@
     Onyx.update(optimisticData);
 }
 
+let introSelected: OnyxEntry<IntroSelected>;
+Onyx.connect({
+    key: ONYXKEYS.NVP_INTRO_SELECTED,
+    callback: (value) => (introSelected = value),
+});
+
 /**
  * Generates onyx data for creating a new workspace
  *
@@ -1685,7 +1694,7 @@
  * @param [policyID] custom policy id we will use for created workspace
  * @param [expenseReportId] the reportID of the expense report that is being used to create the workspace
  */
-function buildPolicyData(policyOwnerEmail = '', makeMeAdmin = false, policyName = '', policyID = generatePolicyID(), expenseReportId?: string, engagementChoice?: string) {
+function buildPolicyData(policyOwnerEmail = '', makeMeAdmin = false, policyName = '', policyID = generatePolicyID(), expenseReportId?: string, engagementChoice?: OnboardingPurpose) {
     const workspaceName = policyName || generateDefaultWorkspaceName(policyOwnerEmail);
 
     const {customUnits, customUnitID, customUnitRateID, outputCurrency} = buildOptimisticDistanceRateCustomUnits();
@@ -1947,9 +1956,24 @@
         expenseCreatedReportActionID,
         customUnitID,
         customUnitRateID,
-        engagementChoice,
     };
 
+    if (!introSelected?.createWorkspace && engagementChoice) {
+        const {
+            guidedSetupData,
+            optimisticData: taskOptimisticData,
+            successData: taskSuccessData,
+            failureData: taskFailureData,
+        } = prepareOnboardingOnyxData(engagementChoice, CONST.ONBOARDING_MESSAGES[engagementChoice], expenseChatReportID, policyID);
+
+        params.guidedSetupData = JSON.stringify(guidedSetupData);
+        params.engagementChoice = engagementChoice;
+
+        optimisticData.push(...taskOptimisticData);
+        successData.push(...taskSuccessData);
+        failureData.push(...taskFailureData);
+    }
+
     return {successData, optimisticData, failureData, params};
 }
 
@@ -1962,7 +1986,13 @@
  * @param [policyID] custom policy id we will use for created workspace
  * @param [engagementChoice] Purpose of using application selected by user in guided setup flow
  */
-function createWorkspace(policyOwnerEmail = '', makeMeAdmin = false, policyName = '', policyID = generatePolicyID(), engagementChoice = ''): CreateWorkspaceParams {
+function createWorkspace(
+    policyOwnerEmail = '',
+    makeMeAdmin = false,
+    policyName = '',
+    policyID = generatePolicyID(),
+    engagementChoice = CONST.ONBOARDING_CHOICES.MANAGE_TEAM,
+): CreateWorkspaceParams {
     const {optimisticData, failureData, successData, params} = buildPolicyData(policyOwnerEmail, makeMeAdmin, policyName, policyID, undefined, engagementChoice);
     API.write(WRITE_COMMANDS.CREATE_WORKSPACE, params, {optimisticData, successData, failureData});
 
@@ -2266,7 +2296,7 @@
  *
  * @returns policyID of the workspace we have created
  */
 function createWorkspaceFromIOUPayment(iouReport: OnyxEntry<Report>): WorkspaceFromIOUCreationData | undefined {
     // This flow only works for IOU reports
     if (!ReportUtils.isIOUReportUsingReport(iouReport)) {
         return;