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Add dismissable Notice to message the rename of Deposits to Payout #9680

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jessy-p
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@jessy-p jessy-p commented Nov 6, 2024

Fixes #9673

PENDING

Changes proposed in this Pull Request

Adds a one-time dismissible spotlight notice to the Payouts page when user opens either the payments overview page, deposits list page, or deposit details page.

Testing instructions

  • Make sure option wcpay_payouts_rename_notice_dismissed doesn't exist either by running delete_option( 'wcpay_payouts_rename_notice_dismissed' ) on WP Console or delete it from your wp_options table.
  • Open either payments overview page, deposits list page, or deposit details page.
  • Confirm that you will see the spotlight notice and make sure copy is as provided.

Screenshot 2024-11-09 at 04 10 20

  • Make sure when you dismiss the notice, it doesn't appear again on any of the pages reload.

  • 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

@jessy-p jessy-p marked this pull request as draft November 6, 2024 05:40
@jessy-p jessy-p changed the title Draft payouts rename notice, with placeholder text and image. Add dismissable Notice to message the rename of Deposits to Payout Nov 6, 2024
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botwoo commented Nov 6, 2024

Test the build

Option 1. Jetpack Beta

  • Install and activate Jetpack Beta.
  • Use this build by searching for PR number 9680 or branch name add/9673-payouts-rename-notice 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: d09cff8
  • Build time: 2024-11-10 04:50:57 UTC

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

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github-actions bot commented Nov 6, 2024

Size Change: +6.61 kB (0%)

Total Size: 1.33 MB

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Why the change on composer.lock?

/**
* Internal dependencies
*/
import { useDeposits } from 'wcpay/data';
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Unused import.

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Tested and the spotlight UI shows up when I open the deposits list page. I asked if we should also show it on the deposit details page.

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There are some GitHub warnings that point out some unused imports.

Screenshot 2024-11-07 at 19 11 11

@shendy-a8c shendy-a8c marked this pull request as ready for review November 9, 2024 06:15
@shendy-a8c shendy-a8c self-assigned this Nov 9, 2024
Comment on lines +29 to +33
useEffect( () => {
if ( ! isPayoutsRenameNoticeDismissed ) {
setShowTour( true );
}
}, [ isPayoutsRenameNoticeDismissed ] );
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@shendy-a8c shendy-a8c Nov 10, 2024

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I believe this does not have any effect because the value of isPayoutsRenameNoticeDismissed never changes.

What do you think @Jinksi ?

@shendy-a8c
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I will merge this PR because functionality works as expected but we can use a follow up PR to improve here and there, for example #9680 (comment).

Also, we might need more unit test for this component. Currently, we test whether the component renders or not but does not test interaction, ie when the close button is clicked etc.

@shendy-a8c shendy-a8c merged commit 4967f4f into feature/deposits-payouts-rename Nov 10, 2024
23 checks passed
@shendy-a8c shendy-a8c deleted the add/9673-payouts-rename-notice branch November 10, 2024 05:00
@haszari
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haszari commented Nov 10, 2024

Tested and the spotlight UI shows up when I open the deposits list page. I #9673 (comment) if we should also show it on the deposit details page.

@shendy-a8c Should this notice display earlier? If the merchant is viewing the deposits list page, they have already found the changed link in sidebar.

My understanding of this spotlight notice is to inform the user that payouts has changed, so they can find their way around the new UI (e.g. they might be confused, not seeing Deposits in sidebar).

Aha, I see @rogermattic from issue:

Good question! I was thinking that it could popup when the user opens the dashboard in general for the first time after the name swap is released, WDYT? Otherwise if they somehow directly go to the Deposits list / Deposit page or a payment overview.

@shendy-a8c or @jessy-p can you confirm when the notice displays. If we need to follow up, open an issue, or if the PR description is inaccurate, please update (and maybe update the issue too, since its description could be clearer). Thank you!

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Should this notice display earlier?

Following @rogermattic's suggestion #9673 (comment), I thought it should show on payment overview, deposits list, and deposit details page.

But!! Now that I re-read it again, the "dashboard" mentioned in "when the user opens the dashboard in general for the first time" might refer to WooCommerce dashboard or even WordPress dashboard??? I was thinking Payments overview is the "dashboard" referred there, aka WooPayments' dashboard.

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@shendy-a8c or @jessy-p can you confirm when the notice displays. If we need to follow up, open an issue, or if the PR description is inaccurate, please update (and maybe update the issue too, since its description could be clearer)

Started a discussion here p1731322836005409-slack-C02BW3Z8SHK.

@haszari
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haszari commented Nov 11, 2024

Started a discussion here p1731322836005409-slack-C02BW3Z8SHK.

Summarising the outcome …

  • The notice should display when merchant sees (new) Payouts for the first time.
  • Payouts menu item is only visible after clicking Payments i.e. payments overview screen or sub-screens.
  • So the notice is great as is 🚀

Also it's not practical to add it to other places in admin dashboard, and might feel spammy.

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Payouts: Add a spotlight notice to announce rename from 'deposit' to 'payout'
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