Skip to content

[DEW] Add workspace settings UI for Dynamic External Workflow#75619

Merged
francoisl merged 8 commits into
Expensify:mainfrom
abzokhattab:dew-workspace-settings-ui
Nov 24, 2025
Merged

[DEW] Add workspace settings UI for Dynamic External Workflow#75619
francoisl merged 8 commits into
Expensify:mainfrom
abzokhattab:dew-workspace-settings-ui

Conversation

@abzokhattab

@abzokhattab abzokhattab commented Nov 20, 2025

Copy link
Copy Markdown
Contributor

Explanation of Change

In the workspace editor, add an extra explanation section when Dynamic External Workflow is enabled, and lock the Approvals toggle.

Fixed Issues

$ #75224
PROPOSAL:

Tests

Pre-requiste: Use a workspace with DEW enabled (approvalMode: DYNAMIC_EXTERNAL)

  1. Navigate to Workspace > Workflows
  2. Verify that the "Add approvals" toggle is enabled and locked (cannot be disabled)
  3. Verify that a banner is shown above the approval workflows section with links to Account Manager or Concierge

Offline tests

same as tests

QA Steps

same as tests

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)
  • I verified there are no new alerts related to the canBeMissing param for useOnyx
  • 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 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 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
    • 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 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.ts 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 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 new assets were added or existing ones were modified, I verified that:
    • The assets are optimized and compressed (for SVG files, run npm run compress-svg)
    • The assets load correctly across all supported platforms.
  • 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.
  • 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 Screenshot 2025-11-20 at 16 26 31
Android: mWeb Chrome Screenshot 2025-11-20 at 16 34 02
iOS: Native Screenshot 2025-11-20 at 16 25 39
iOS: mWeb Safari Screenshot 2025-11-20 at 16 36 19
MacOS: Chrome / Safari
Screen.Recording.2025-11-20.at.16.36.31.mov
MacOS: Desktop
Screen.Recording.2025-11-20.at.16.30.24.mov

@melvin-bot

melvin-bot Bot commented Nov 20, 2025

Copy link
Copy Markdown

Hey, I noticed you changed src/languages/en.ts in a PR from a fork. For security reasons, translations are not generated automatically for PRs from forks.

If you want to automatically generate translations for other locales, an Expensify employee will have to:

  1. Look at the code and make sure there are no malicious changes.
  2. Run the Generate static translations GitHub workflow. If you have write access and the K2 extension, you can simply click: [this button]

Alternatively, if you are an external contributor, you can run the translation script locally with your own OpenAI API key. To learn more, try running:

npx ts-node ./scripts/generateTranslations.ts --help

Typically, you'd want to translate only what you changed by running npx ts-node ./scripts/generateTranslations.ts --compare-ref main

@codecov

codecov Bot commented Nov 20, 2025

Copy link
Copy Markdown

Codecov Report

❌ Looks like you've decreased code coverage for some files. Please write tests to increase, or at least maintain, the existing level of code coverage. See our documentation here for how to interpret this table.

Files with missing lines Coverage Δ
...ents/HTMLEngineProvider/BaseHTMLEngineProvider.tsx 88.46% <100.00%> (+0.22%) ⬆️
...mponents/HTMLEngineProvider/HTMLRenderers/index.ts 100.00% <ø> (ø)
...neProvider/HTMLRenderers/ConciergeLinkRenderer.tsx 10.00% <0.00%> (-1.12%) ⬇️
...vider/HTMLRenderers/AccountManagerLinkRenderer.tsx 72.72% <72.72%> (ø)
...ges/workspace/workflows/WorkspaceWorkflowsPage.tsx 0.00% <0.00%> (ø)
... and 189 files with indirect coverage changes

>
<TNodeChildrenRenderer tnode={tnode} />
</Text>
);

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Is there any reason we create a custom renderer?

Copy link
Copy Markdown
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

A cleaner approach instead of breaking it into multiple Text components where each part needs separate translation and then combining them together.

Without custom renderers, we'd need something like:

<View>
    <Text>{translate('workflowsPage.partOne')}</Text>
    <Text style={styles.link} onPress={navigateToAccountManager}>
        {translate('workflowsPage.accountManagerText')}
    </Text>
    <Text>{translate('workflowsPage.partTwo')}</Text>
    <Text style={styles.link} onPress={navigateToConcierge}>
        {translate('workflowsPage.conciergeText')}
    </Text>
    <Text>{translate('workflowsPage.partThree')}</Text>
</View>

Custom renderers keep the full sentence in one translation key with the links embedded as tags what do u think ?

also its reusable.

@bernhardoj bernhardoj Nov 21, 2025

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Yeah, that makes sense. I also remember now there was a previous discussion on Slack to not separate the translation anymore.

@abzokhattab abzokhattab marked this pull request as ready for review November 20, 2025 15:57
@abzokhattab abzokhattab requested review from a team as code owners November 20, 2025 15:57
@melvin-bot melvin-bot Bot requested review from bernhardoj and removed request for a team November 20, 2025 15:57
@melvin-bot

melvin-bot Bot commented Nov 20, 2025

Copy link
Copy Markdown

@bernhardoj 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 requested review from JmillsExpensify and removed request for a team November 20, 2025 15:57
@bernhardoj

bernhardoj commented Nov 21, 2025

Copy link
Copy Markdown
Contributor

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 that the composer does not automatically focus or open the keyboard on mobile unless explicitly intended. This includes checking that returning the app from the background does not unexpectedly open the keyboard.
  • I verified tests pass on all platforms & I tested again on:
    • Android: HybridApp
    • Android: mWeb Chrome
    • iOS: HybridApp
    • 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 there are no new alerts related to the canBeMissing param for useOnyx
  • 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.ts 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.
  • For any bug fix or new feature in this PR, I verified that sufficient unit tests are included to prevent regressions in this 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.
  • I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: HybridApp
android.mp4
Android: mWeb Chrome
android.mweb.mp4
iOS: HybridApp
ios.mp4
iOS: mWeb Safari
ios.mweb.mp4
MacOS: Chrome / Safari
web.mp4
MacOS: Desktop
desktop.mp4

@bernhardoj

bernhardoj commented Nov 21, 2025

Copy link
Copy Markdown
Contributor

@abzokhattab the info icon doesn't show immediately.

icon.mp4

UPDATE: Ok, it's because we use useMemoizedLazyExpensifyIcons. Unrelated to the PR.

@bernhardoj

Copy link
Copy Markdown
Contributor

Also, have you confirm the es translation?

Comment thread src/languages/en.ts Outdated
Comment thread src/pages/workspace/workflows/WorkspaceWorkflowsPage.tsx Outdated
Comment thread src/pages/workspace/workflows/WorkspaceWorkflowsPage.tsx Outdated
Comment thread src/pages/workspace/workflows/WorkspaceWorkflowsPage.tsx

if (isChildOfMutedTextLabel) {
linkStyle = [styles.link, {fontSize: styles.mutedNormalTextLabel.fontSize}];
}

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

We already wrapped the text with <muted-text-label>, so in theory, we won't need to conditionally apply this style anymore. We can take the style prop and pass it to the Text style below.

Copy link
Copy Markdown
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

i am not sure if i get it right, you want to add a new prop style and provide the values from the parent? wouldnt that be a breaking change for all existing ConciergeLinkRenderer ?

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

you want to add a new prop style and provide the values from the parent?

We won't provide the value. It will be provided by the renderer. It's like the parent style. So, in our case,
<muted-text-label> ... <concierge-link>Concierge</concierge-link>...</muted-text-label>

the concierge link will get the style from <muted-text-label>, and we will append it with linkStyle.

style={[style, linkStyle]}

wouldnt that be a breaking change for all existing ConciergeLinkRenderer ?

I think there is always a possibility of breaking change, but it should be the way of handling a custom renderer and cascading the style down to children. So, the current code is more like a workaround, and I'm afraid in the future, more workarounds will be added.

Copy link
Copy Markdown
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

yes but probably the fontSize is added for a reason if we remove that that might be a regression ... no ?

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Let's keep the HTMLEngineUtils.isChildOfRBR logic and remove our new logic only.

Copy link
Copy Markdown
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

if we bring back the old logic the font will be bigger:

image

@bernhardoj bernhardoj Nov 21, 2025

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Please append the style like in this comment

Copy link
Copy Markdown
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

this is another approach yes, i just thought it would be safer to use the if condition as its done with the existing font

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Nice, thanks!

let linkStyle: StyleProp<TextStyle> = styles.link;

if (isChildOfMutedTextLabel) {
linkStyle = [styles.link, {fontSize: styles.mutedNormalTextLabel.fontSize}];

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

@abzokhattab

Copy link
Copy Markdown
Contributor Author

translation confirmation was requested here https://expensify.slack.com/archives/C01GTK53T8Q/p1763725701022619

Comment thread tests/unit/AccountManagerLinkRendererTest.tsx Outdated
Comment thread tests/unit/AccountManagerLinkRendererTest.tsx Outdated
@bernhardoj

Copy link
Copy Markdown
Contributor

Waiting for translation confirmation...

@francoisl francoisl self-requested a review November 21, 2025 21:09
@abzokhattab

Copy link
Copy Markdown
Contributor Author

The translation is confirmed. Can you please proceed with the checklist @bernhardoj

@bernhardoj bernhardoj left a comment

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

LGTM!

@francoisl francoisl added the InternalQA This pull request required internal QA label Nov 24, 2025

@francoisl francoisl left a comment

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Looking good!

@francoisl francoisl merged commit 815b947 into Expensify:main Nov 24, 2025
32 of 35 checks passed
@OSBotify

Copy link
Copy Markdown
Contributor

🚀 Deployed to staging by https://github.com/francoisl in version: 9.2.64-0 🚀

platform result
🕸 web 🕸 success ✅
🤖 android 🤖 success ✅
🍎 iOS 🍎 success ✅

@marcaaron

Copy link
Copy Markdown
Contributor

@francoisl did this get tested on staging yet?

@francoisl

Copy link
Copy Markdown
Contributor

Yep looks good, I'll check it off the checklist.

@OSBotify

Copy link
Copy Markdown
Contributor

🚀 Deployed to production by https://github.com/marcaaron in version: 9.2.64-5 🚀

platform result
🕸 web 🕸 success ✅
🤖 android 🤖 success ✅
🍎 iOS 🍎 success ✅

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

InternalQA This pull request required internal QA

Projects

None yet

Development

Successfully merging this pull request may close these issues.

5 participants