[CP Staging] Subscription plan card UI changes

[jayeshmangwani]

Explanation of Change

In this PR, we implemented two main changes:

1. UpgradeIntro Component Update Previously, the GenericFeaturesView was shown if the feature was null or there was no policyID. However, this approach failed for users accessing the "Categorize" option. When a user selects "Categorize" from the Self-DM whisper, the isCategorizing flag is set to true. In such scenarios, a separate Categories upgrade UI needs to be displayed. To address this, we added a condition to ensure that isCategorizing is false before checking the policyID.

2. SubscriptionPlanCard PressableWithFeedback Refactoring We removed the parent View around the PressableWithFeedback for SubscriptionPlanCard component. This ensures that the PressableWithFeedback child has no untouchable area, allowing the entire card to act as a PressableWithFeedback.

Fixed Issues

$ https://github.com/Expensify/App/issues/55110 $ https://github.com/Expensify/App/issues/55111 $ https://github.com/Expensify/App/issues/55112 $ https://github.com/Expensify/App/issues/55113 PROPOSAL:

Tests

Test 1

1. Go to staging.new.expensify.com
2. Log in with a new Gmail account (no workspace).
3. Select "Track and budget expenses" during onboarding.
4. Complete the onboarding.
5. Go to self DM.
6. Track an expense.
7. Click Categorize it.
8. Veify that button in the upgrade modal should be "Upgrade" which allows user to directly create a new Collect workspace.

Test 2

1. Go to staging.new.expensify.com
2. Log in with a new account.
3. Create a workspace.
4. Go to Subscription tab.
5. Click on the empty space under Control plan content within the box.
6. Verify tha empty space under Control plan content within the box should respond to click.

Test 3

1. Go to staging.new.expensify.com
2. Log in with a new account.
3. Create a workspace.
4. Go back to Settings.
5. Go to Subscription tab.
6. Verify that Control plan modal will have bottom padding.

• [x] 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

• [x] Verify that no errors appear in the JS console

PR Author Checklist

• [x] I linked the correct issue in the ### Fixed Issues section above
• [x] I wrote clear testing steps that cover the changes made in this PR
  • [x] I added steps for local testing in the Tests section
  • [x] I added steps for the expected offline behavior in the Offline steps section
  • [x] I added steps for Staging and/or Production testing in the QA steps section
  • [x] I added steps to cover failure scenarios (i.e. verify an input displays the correct error message if the entered data is not correct)
  • [x] 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)
  • [x] 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).
• [x] I included screenshots or videos for tests on all platforms
• [x] I ran the tests on all platforms & verified they passed on:
  • [x] Android: Native
  • [x] Android: mWeb Chrome
  • [x] iOS: Native
  • [x] iOS: mWeb Safari
  • [x] MacOS: Chrome / Safari
  • [x] MacOS: Desktop
• [x] 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)
• [x] I followed proper code patterns (see Reviewing the code)
  • [x] 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)
  • [x] I verified that comments were added to code that is not self explanatory
  • [x] 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.
  • [x] I verified any copy / text shown in the product is localized by adding it to src/languages/* files and using the translation method
    • [x] 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:
  • [x] I verified all numbers, amounts, dates and phone numbers shown in the product are using the localization methods
  • [x] 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)
  • [x] 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.
  • [x] I verified the JSDocs style guidelines (in STYLE.md) were followed
• [x] If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
• [x] I followed the guidelines as stated in the Review Guidelines
• [x] 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)
• [x] I verified all code is DRY (the PR doesn't include any logic written more than once, with the exception of tests)
• [x] I verified any variables that can be defined as constants (ie. in CONST.ts or at the top of the file that uses the constant) are defined as such
• [x] I verified that if a function's arguments changed that all usages have also been updated correctly
• [x] If any new file was added I verified that:
  • [x] 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
• [x] If a new CSS style is added I verified that:
  • [x] A similar style doesn't already exist
  • [x] The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(theme.componentBG))
• [x] 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.
• [x] 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)
• [x] 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.
• [x] 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.
• [x] 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:
  • [x] I verified that all the inputs inside a form are aligned with each other.
  • [x] I added Design label and/or tagged @Expensify/design so the design team can review the changes.
• [x] 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.
• [x] I added unit tests for any new feature or bug fix in this PR to help automatically prevent regressions in this user flow.
• [x] 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

https://github.com/user-attachments/assets/45b6fb7a-5aed-4a1b-9c44-b1704448e97b

Android: mWeb Chrome

https://github.com/user-attachments/assets/060acb57-0ecc-4d59-b692-dda18ff416b1

iOS: Native

https://github.com/user-attachments/assets/50a909da-2a1a-43ce-8551-443120cbad4f

iOS: mWeb Safari

https://github.com/user-attachments/assets/d282edb1-1d54-4717-ac6d-b7d1fac5d1c5

MacOS: Chrome / Safari

https://github.com/user-attachments/assets/e15fa916-a84e-4984-8a20-60105770361f

MacOS: Desktop

https://github.com/user-attachments/assets/91f334bd-2bb5-4962-82ff-6bcbbb2cfb3a

[melvin-bot[bot]]

@suneox 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]

[jayeshmangwani]

@DylanDylann Please help review this PR

[DylanDylann]

Reviewer Checklist

• [x] I have verified the author checklist is complete (all boxes are checked off).
• [x] I verified the correct issue is linked in the ### Fixed Issues section above
• [x] I verified testing steps are clear and they cover the changes made in this PR
  • [x] I verified the steps for local testing are in the Tests section
  • [x] I verified the steps for Staging and/or Production testing are in the QA steps section
  • [x] 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)
  • [x] 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)
• [x] I checked that screenshots or videos are included for tests on all platforms
• [x] I included screenshots or videos for tests on all platforms
• [x] I verified tests pass on all platforms & I tested again on:
  • [x] Android: Native
  • [x] Android: mWeb Chrome
  • [x] iOS: Native
  • [x] iOS: mWeb Safari
  • [x] MacOS: Chrome / Safari
  • [x] MacOS: Desktop
• [x] 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
• [x] I verified proper code patterns were followed (see Reviewing the code)
  • [x] 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).
  • [x] I verified that the left part of a conditional rendering a React component is a boolean and NOT a string, e.g. myBool && <MyComponent />.
  • [x] I verified that comments were added to code that is not self explanatory
  • [x] 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.
  • [x] I verified any copy / text shown in the product is localized by adding it to src/languages/* files and using the translation method
  • [x] I verified all numbers, amounts, dates and phone numbers shown in the product are using the localization methods
  • [x] 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)
  • [x] 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.
  • [x] I verified the JSDocs style guidelines (in STYLE.md) were followed
• [x] If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
• [x] I verified that this PR follows the guidelines as stated in the Review Guidelines
• [x] 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)
• [x] I verified all code is DRY (the PR doesn't include any logic written more than once, with the exception of tests)
• [x] 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
• [x] If a new component is created I verified that:
  • [x] A similar component doesn't exist in the codebase
  • [x] All props are defined accurately and each prop has a /** comment above it */
  • [x] The file is named correctly
  • [x] The component has a clear name that is non-ambiguous and the purpose of the component can be inferred from the name alone
  • [x] The only data being stored in the state is data necessary for rendering and nothing else
  • [x] 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)
  • [x] 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)
  • [x] All JSX used for rendering exists in the render method
  • [x] 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
• [x] If any new file was added I verified that:
  • [x] 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
• [x] If a new CSS style is added I verified that:
  • [x] A similar style doesn't already exist
  • [x] The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(theme.componentBG)
• [x] 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.
• [x] 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)
• [x] 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.
• [x] 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.
• [x] 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:
  • [x] I verified that all the inputs inside a form are aligned with each other.
  • [x] I added Design label and/or tagged @Expensify/design so the design team can review the changes.
• [x] 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.
• [x] 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.
• [x] I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: Native

Uploading Screen Recording 2025-01-13 at 14.58.28.mov…

Android: mWeb Chrome

iOS: Native

https://github.com/user-attachments/assets/45b81eb3-1c98-4528-87a3-20d6df2d1ad7

iOS: mWeb Safari

MacOS: Chrome / Safari

https://github.com/user-attachments/assets/0d5ba196-62ab-482e-9208-762a0bc489c0

MacOS: Desktop

https://github.com/user-attachments/assets/ca879b3a-d701-45e9-91f0-b8531b34c732

[Beamanator]

Also FYI @jayeshmangwani I added $ before ALL GH issues in your PR description, not just the first one 👍

[jayeshmangwani]

@MariaHCD @Beamanator updated the Explanation of Change section and added a comment on the page explaining why we made this change. The comment is quite detailed, so let me know if you'd like me to revise or shorten it.

https://github.com/Expensify/App/blob/84bc92cd712e6b9ba2760dce4ea50a7661e2110d/src/pages/workspace/upgrade/UpgradeIntro.tsx#L49-L58

[jayeshmangwani]

I added $ before ALL GH issues in your PR description, not just the first one 👍

Thanks for doing this! I'll make sure to add $ to all the issues in the future."

[OSBotify]

:hand: This PR was not deployed to staging yet because QA is ongoing. It will be automatically deployed to staging after the next production release.

[github-actions[bot]]

🚀 Cherry-picked to staging by https://github.com/Beamanator in version: 9.0.84-3 🚀

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

@Expensify/applauseleads please QA this PR and check it off on the deploy checklist if it passes.

[github-actions[bot]]

🚀 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 ✅

[github-actions[bot]]

🚀 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 ✅