add tasks for new user first workspace

src/CONST.ts

@@ -75,6 +75,7 @@ const selectableOnboardingChoices = {
 const backendOnboardingChoices = {
     ADMIN: 'newDotAdmin',
     SUBMIT: 'newDotSubmit',
+    TRACK_WORKSPACE: 'newDotTrackWorkspace',
 } as const;
 
 const onboardingChoices = {
@@ -101,6 +102,50 @@ 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: ({workspaceSettingsLink}) =>
+        '*Create a workspace* to track expenses, scan receipts, chat, and more.\n' +
+        '\n' +
+        'Here’s how to create a workspace:\n' +
+        '\n' +
+        '1. Click *Settings*.\n' +
+        '2. Click *Workspaces* > *New workspace*.\n' +
+        '\n' +
+        `*Your new workspace is ready!* [Check it out](${workspaceSettingsLink}).`,
+};
+
+const meetGuideTask: OnboardingTask = {
+    type: 'meetGuide',
+    autoCompleted: false,
+    title: 'Meet your setup specialist',
+    description: ({adminsRoomLink}) =>
+        `Meet your setup specialist, who can answer any questions as you get started with Expensify. Yes, a real human!\n` +
+        '\n' +
+        `Chat with the specialist in your [#admins room](${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 *Settings*.\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](${workspaceCategoriesLink}).`,
+};
+
 const onboardingEmployerOrSubmitMessage: OnboardingMessage = {
     message: 'Getting paid back is as easy as sending a message. Let’s go over the basics.',
     video: {
@@ -5023,30 +5068,9 @@ const CONST = {
                 height: 960,
             },
             tasks: [
-                {
-                    type: 'createWorkspace',
-                    autoCompleted: true,
-                    title: 'Create a workspace',
-                    description: ({workspaceSettingsLink}) =>
-                        '*Create a workspace* to track expenses, scan receipts, chat, and more.\n' +
-                        '\n' +
-                        'Here’s how to create a workspace:\n' +
-                        '\n' +
-                        '1. Click *Settings*.\n' +
-                        '2. Click *Workspaces* > *New workspace*.\n' +
-                        '\n' +
-                        `*Your new workspace is ready!* [Check it out](${workspaceSettingsLink}).`,
-                },
+                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](${adminsRoomLink}).`,
-                },
+                meetGuideTask,
                 {
                     type: 'setupCategoriesAndTags',
                     autoCompleted: false,
@@ -5056,24 +5080,7 @@ const CONST = {
                         '\n' +
                         `Import them automatically by [connecting your accounting software](${workspaceAccountingLink}), or set them up manually in your [workspace settings](${workspaceSettingsLink}).`,
                 },
-                {
-                    type: 'setupCategories',
-                    autoCompleted: false,
-                    title: 'Set up categories',
-                    description: ({workspaceCategoriesLink}) =>
-                        '*Set up categories* so your team can code expenses for easy reporting.\n' +
-                        '\n' +
-                        'Here’s how to set up categories:\n' +
-                        '\n' +
-                        '1. Click *Settings*.\n' +
-                        '2. Go to *Workspaces*.\n' +
-                        '3. Select your workspace.\n' +
-                        '4. Click *Categories*.\n' +
-                        "5. Disable any categories you don't need.\n" +
-                        '6. Add your own categories in the top right.\n' +
-                        '\n' +
-                        `[Take me to workspace category settings](${workspaceCategoriesLink}).`,
-                },
+                setupCategoriesTask,
                 {
                     type: 'setupTags',
                     autoCompleted: false,
@@ -5151,6 +5158,42 @@ 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.',
@@ -5209,15 +5252,7 @@ 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/ROUTES.ts

@@ -514,7 +514,7 @@ const ROUTES = {
     },
     MONEY_REQUEST_STEP_CATEGORY: {
         route: ':action/:iouType/category/:transactionID/:reportID/:reportActionID?',
-        getRoute: (action: IOUAction, iouType: IOUType, transactionID: string, reportID: string, backTo = '', reportActionID?: string) =>
+        getRoute: (action: IOUAction, iouType: IOUType, transactionID: string, reportID: string | undefined, backTo = '', reportActionID?: string) =>
             getUrlWithBackToParam(`${action as string}/${iouType as string}/category/${transactionID}/${reportID}${reportActionID ? `/${reportActionID}` : ''}`, backTo),
     },
     MONEY_REQUEST_ATTENDEE: {

src/libs/API/parameters/CategorizeTrackedExpenseParams.ts

@@ -26,6 +26,8 @@ type CategorizeTrackedExpenseParams = {
     policyExpenseCreatedReportActionID?: string;
     adminsChatReportID?: string;
     adminsCreatedReportActionID?: string;
+    guidedSetupData?: string;
+    engagementChoice?: string;
 };
 
 export default CategorizeTrackedExpenseParams;

src/libs/API/parameters/CreateWorkspaceParams.ts

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

src/libs/API/parameters/ShareTrackedExpenseParams.ts

@@ -26,6 +26,8 @@ type ShareTrackedExpenseParams = {
     policyExpenseCreatedReportActionID?: string;
     adminsChatReportID?: string;
     adminsCreatedReportActionID?: string;
+    engagementChoice?: string;
+    guidedSetupData?: string;
 };
 
 export default ShareTrackedExpenseParams;

src/libs/ReportUtils.ts

@@ -62,7 +62,7 @@ import {createDraftTransaction, getIOUReportActionToApproveOrPay, setMoneyReques
 import {createDraftWorkspace} from './actions/Policy/Policy';
 import {autoSwitchToFocusMode} from './actions/PriorityMode';
 import {hasCreditBankAccount} from './actions/ReimbursementAccount/store';
-import {handleReportChanged} from './actions/Report';
+import {handleReportChanged, prepareOnboardingOnyxData} from './actions/Report';
 import {isAnonymousUser as isAnonymousUserSession} from './actions/Session';
 import {convertToDisplayString, getCurrencySymbol} from './CurrencyUtils';
 import DateUtils from './DateUtils';
@@ -9212,6 +9212,7 @@ export {
     getReportMetadata,
     buildOptimisticSelfDMReport,
     isHiddenForCurrentUser,
+    prepareOnboardingOnyxData,
 };
 
 export type {

src/libs/actions/App.ts

@@ -424,7 +424,7 @@ function createWorkspaceWithPolicyDraftAndNavigateToIt(
  * @param [file] Optional, avatar file for workspace
  */
 function savePolicyDraftByNewWorkspace(policyID?: string, policyName?: string, policyOwnerEmail = '', makeMeAdmin = false, currency = '', file?: File) {
-    createWorkspace(policyOwnerEmail, makeMeAdmin, policyName, policyID, '', currency, file);
+    createWorkspace(policyOwnerEmail, makeMeAdmin, policyName, policyID, CONST.ONBOARDING_CHOICES.MANAGE_TEAM, currency, file);
 }
 
 /**

src/libs/actions/IOU.ts

@@ -3030,7 +3030,7 @@ function getTrackExpenseInformation(
     let createdWorkspaceParams: CreateWorkspaceParams | undefined;
 
     if (isDraftReportLocal) {
-        const workspaceData = buildPolicyData(undefined, policy?.makeMeAdmin, policy?.name, policy?.id, chatReport?.reportID);
+        const workspaceData = 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);
@@ -4231,6 +4231,8 @@ function categorizeTrackedExpense(trackedExpenseParams: TrackedExpenseParams) {
         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});
@@ -4289,6 +4291,8 @@ function shareTrackedExpense(trackedExpenseParams: TrackedExpenseParams) {
         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

@@ -78,9 +78,11 @@ import * as ReportUtils from '@libs/ReportUtils';
 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,
@@ -1698,6 +1700,12 @@ function createDraftInitialWorkspace(policyOwnerEmail = '', policyName = '', pol
     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
  *
@@ -1709,16 +1717,18 @@ function createDraftInitialWorkspace(policyOwnerEmail = '', policyName = '', pol
  * @param [engagementChoice] Purpose of using application selected by user in guided setup flow
  * @param [currency] Optional, selected currency for the workspace
  * @param [file] Optional, avatar file for workspace
+ * @param [shouldAddOnboardingTasks] whether to add onboarding tasks to the workspace
  */
 function buildPolicyData(
     policyOwnerEmail = '',
     makeMeAdmin = false,
     policyName = '',
     policyID = generatePolicyID(),
     expenseReportId?: string,
-    engagementChoice?: string,
+    engagementChoice?: OnboardingPurpose,
     currency = '',
     file?: File,
+    shouldAddOnboardingTasks = true,
 ) {
     const workspaceName = policyName || generateDefaultWorkspaceName(policyOwnerEmail);
 
@@ -1991,6 +2001,21 @@ function buildPolicyData(
         file: clonedFile,
     };
 
+    if (!introSelected?.createWorkspace && engagementChoice && shouldAddOnboardingTasks) {
+        const onboardingData = ReportUtils.prepareOnboardingOnyxData(engagementChoice, CONST.ONBOARDING_MESSAGES[engagementChoice], adminsChatReportID, policyID);
+        if (!onboardingData) {
+            return {successData, optimisticData, failureData, params};
+        }
+        const {guidedSetupData, optimisticData: taskOptimisticData, successData: taskSuccessData, failureData: taskFailureData} = onboardingData;
+
+        params.guidedSetupData = JSON.stringify(guidedSetupData);
+        params.engagementChoice = engagementChoice;
+
+        optimisticData.push(...taskOptimisticData);
+        successData.push(...taskSuccessData);
+        failureData.push(...taskFailureData);
+    }
+
     return {successData, optimisticData, failureData, params};
 }
 
@@ -2010,11 +2035,22 @@ function createWorkspace(
     makeMeAdmin = false,
     policyName = '',
     policyID = generatePolicyID(),
-    engagementChoice = '',
+    engagementChoice: OnboardingPurpose = CONST.ONBOARDING_CHOICES.MANAGE_TEAM,
     currency = '',
     file?: File,
+    shouldAddOnboardingTasks = true,
 ): CreateWorkspaceParams {
-    const {optimisticData, failureData, successData, params} = buildPolicyData(policyOwnerEmail, makeMeAdmin, policyName, policyID, undefined, engagementChoice, currency, file);
+    const {optimisticData, failureData, successData, params} = buildPolicyData(
+        policyOwnerEmail,
+        makeMeAdmin,
+        policyName,
+        policyID,
+        undefined,
+        engagementChoice,
+        currency,
+        file,
+        shouldAddOnboardingTasks,
+    );
     API.write(WRITE_COMMANDS.CREATE_WORKSPACE, params, {optimisticData, successData, failureData});
 
     // Publish a workspace created event if this is their first policy