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Reset Account Management #7914

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merged 22 commits into from
Dec 21, 2023
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dmallory42
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@dmallory42 dmallory42 commented Dec 14, 2023

Fixes #3468

Changes proposed in this Pull Request

  • Adds Account Tools including reset account management available currently only to partially onboarded accounts (details_submitted = 0)
  • Some styling updates to the Fees display to make it the same as the account tools.

Screenshots:

Screenshot 2023-12-21 at 10 02 49 Screenshot 2023-12-21 at 10 02 54

Testing instructions

With Dev Mode Enabled

  • Spin up a new JN site of this branch using live branches.
  • Using WCPay Dev Tools, ensure Dev Mode is enabled.
  • Onboard a new account. When you get to the Stripe KYC, get to the first step after TOS acceptance (First name, last name) and then either close the tab or press 'return to site' to go back to your store.
  • Go to the Payments > Overview page. You should not be able to see the Account Tools section.
  • Complete the onboarding - the Account Tools should still not be present on the page.

With Live Mode Enabled

  • Spin up a new JN site of this branch using live branches.
  • Make sure Dev Tools is not installed, and Dev Mode is disabled.
  • Onboard a new account. When you get to the Stripe KYC, get to the first step after TOS acceptance (First name, last name) and then either close the tab or press 'return to site' to go back to your store.
  • Go to Payments. The account should be restricted and you should be able to see the Account Tools in the account status card.
  • Click Finish Setup, you should be taken to the Stripe KYC and able to pick up where you left off.
  • Click Reset Account. First, verify the modal closes via the cancel button and X icon.
  • Click Reset Account and then click the confirmation (red button) on the modal. It should delete the account and take you back to the start of the onboarding MOX.
  • Onboard a new account. At the end of the onboarding, verify the onboarding was successful and the Account Tools are no longer present on the Overview page (because details_submitted = 1).

  • Run npm run changelog to add a changelog file, choose patch to leave it empty if the change is not significant. You can add multiple changelog files in one PR by running this command a few times.
  • Covered with tests (or have a good reason not to test in description ☝️)
  • Tested on mobile (or does not apply)

Post merge

@botwoo
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botwoo commented Dec 14, 2023

Test the build

Option 1. Jetpack Beta

  • Install and activate Jetpack Beta.
  • Use this build by searching for PR number 7914 or branch name dev/3468-allow-reset-account-management in your-test.site/wp-admin/admin.php?page=jetpack-beta&plugin=woocommerce-payments

Option 2. Jurassic Ninja - available for logged-in A12s

🚀 Launch a JN site with this branch 🚀

ℹ️ Install this Tampermonkey script to get more options.


Build info:

  • Latest commit: 503f7da
  • Build time: 2023-12-21 09:57:51 UTC

Note: the build is updated when a new commit is pushed to this PR.

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github-actions bot commented Dec 14, 2023

Size Change: +886 B (0%)

Total Size: 1.27 MB

Filename Size Change
release/woocommerce-payments/dist/blocks-checkout.js 85.5 kB +10 B (0%)
release/woocommerce-payments/dist/checkout.js 37.1 kB +9 B (0%)
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ℹ️ View Unchanged
Filename Size
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@dmallory42 dmallory42 changed the title Dev/3468 allow reset account management Reset Account Management Dec 19, 2023
@dmallory42 dmallory42 requested a review from a team December 19, 2023 13:24
@dmallory42 dmallory42 marked this pull request as ready for review December 19, 2023 13:24
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@oaratovskyi oaratovskyi left a comment

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Hi Dan! It works as expected, except I didn't test the last item:

Onboard a new account. At the end of the onboarding, verify the onboarding was successful and the Account Tools are no longer present on the Overview page (because details_submitted = 1)

That's due to PO not working due to slots overfill. I'll be happy to test it once it's working 🙂

@dmallory42
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Thanks for the review, @oaratovskyi!

Hi Dan! It works as expected, except I didn't test the last item:

Onboard a new account. At the end of the onboarding, verify the onboarding was successful and the Account Tools are no longer present on the Overview page (because details_submitted = 1)

That's due to PO not working due to slots overfill. I'll be happy to test it once it's working 🙂

I tested this scenario and it is working as expected 🙂 :

Screenshot 2023-12-20 at 15 46 17

@oaratovskyi oaratovskyi self-requested a review December 21, 2023 09:44
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Thanks for addressing my feedback!
Approving this one and have one last question( it's more about the design side of things, so I leave it to @elizaan36, it's more a curiousity for me):

The underline in Reset Account button - should it be there? The buttons look slightly different now, not sure if that's an issue though
image

…Automattic/woocommerce-payments into dev/3468-allow-reset-account-management
@dmallory42
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The underline in Reset Account button - should it be there? The buttons look slightly different now, not sure if that's an issue though

Thanks for spotting it! Addressed by be1ef8f.

@dmallory42
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dmallory42 commented Dec 21, 2023

@rogermattic because this is my last day before AFK, and you have some AFK, I'm going to go ahead and merge this one without the design review, since I checked it against your Figma designs. The only difference I can see is that the modal styling is slightly different, but I believe this is because the WP component design for a modal changed fairly recently to a more simplified style. Hope that's okay!

If there are any design quirks in what I implemented then I'm happy to make a follow up PR to address them!

@dmallory42 dmallory42 added this pull request to the merge queue Dec 21, 2023
Merged via the queue into develop with commit f62ff7e Dec 21, 2023
24 of 28 checks passed
@dmallory42 dmallory42 deleted the dev/3468-allow-reset-account-management branch December 21, 2023 10:22
@oaratovskyi
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Great work, @dmallory42!

@rogermattic
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Great thanks @dmallory42 ! It looks 👌

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Allow merchants to reset the onboarding progress when onboarding is not completed
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