Part of the Custom workflow agents project
Main issue: https://github.com/Expensify/Expensify/issues/614622
Doc section: https://expensify.enterprise.slack.com/docs/T03SC9DTT/F0AKV1FPD41?focus_section_id=temp:C:PDZ796de256f74140a4b85536d69
Feature Description
Add two dismissible green banners to promote the Agents feature to workspace admins.
"Automate approvals with agents" banner in Workspace > Workflows > Approvals
In src/pages/workspace/workflows/WorkspaceWorkflowsPage.tsx, the Approvals option in optionItems renders a subMenuItems JSX fragment (around line 384) containing a DEW/SmartLimit info card, a SearchBar, a WorkflowNoResultsView, a .map() over workflows rendering <ApprovalWorkflowSection>, and the "Add approval workflow" MenuItem.
Insert the new banner at the top of this fragment, between the DEW info card and the SearchBar. The banner should be:
- Gated by the
customAgent beta flag.
- Dismissible, using the existing
DismissProductTraining infrastructure with the training name agentsWorkflowsBanner.
- Hidden entirely once dismissed.
"Don't see the rule you need?" banner in Workspace > Rules
In src/pages/workspace/rules/PolicyRulesPage.tsx, insert a dismissible green banner above <IndividualExpenseRulesSection>. The banner should be:
- Gated by the
customAgent beta flag.
- Dismissible, using the existing
DismissProductTraining infrastructure with the training name agentsRulesBanner.
- Hidden entirely once dismissed.
- The banner CTA should navigate to the Workspace Workflows section for agent creation/configuration.
Manual Test Steps
- Enable the
customAgent beta on a test workspace.
- Go to Workspace > Workflows > Approvals — verify the "Automate approvals with agents" green banner appears at the top of the approvals section.
- Dismiss the banner, then sign out and sign back in and return to the same page — verify the banner does not reappear.
- Go to Workspace > Rules — verify the "Don't see the rule you need?" green banner appears above the individual expense rules section.
- Tap the banner CTA and verify it navigates to the Workspace Workflows section.
- Return to Rules, dismiss the banner, then sign out and sign back in and return to the same page — verify the banner does not reappear.
- Repeat all steps on a workspace where the
customAgent beta is not enabled — verify neither banner appears.
Automated Tests
- A test that the
agentsWorkflowsBanner renders inside the Approvals subMenuItems when the customAgent beta is active, and is absent after dismissal.
- A test that the
agentsRulesBanner renders above <IndividualExpenseRulesSection> when the customAgent beta is active, and is absent after dismissal.
- A test that neither banner renders when the
customAgent beta is inactive.
Upwork Automation - Do Not Edit
Issue Owner
Current Issue Owner: @shubham1206agra
Part of the Custom workflow agents project
Main issue: https://github.com/Expensify/Expensify/issues/614622
Doc section: https://expensify.enterprise.slack.com/docs/T03SC9DTT/F0AKV1FPD41?focus_section_id=temp:C:PDZ796de256f74140a4b85536d69
Feature Description
Add two dismissible green banners to promote the Agents feature to workspace admins.
"Automate approvals with agents" banner in Workspace > Workflows > Approvals
In
src/pages/workspace/workflows/WorkspaceWorkflowsPage.tsx, the Approvals option inoptionItemsrenders asubMenuItemsJSX fragment (around line 384) containing a DEW/SmartLimit info card, aSearchBar, aWorkflowNoResultsView, a.map()over workflows rendering<ApprovalWorkflowSection>, and the "Add approval workflow"MenuItem.Insert the new banner at the top of this fragment, between the DEW info card and the
SearchBar. The banner should be:customAgentbeta flag.DismissProductTraininginfrastructure with the training nameagentsWorkflowsBanner."Don't see the rule you need?" banner in Workspace > Rules
In
src/pages/workspace/rules/PolicyRulesPage.tsx, insert a dismissible green banner above<IndividualExpenseRulesSection>. The banner should be:customAgentbeta flag.DismissProductTraininginfrastructure with the training nameagentsRulesBanner.Manual Test Steps
customAgentbeta on a test workspace.customAgentbeta is not enabled — verify neither banner appears.Automated Tests
agentsWorkflowsBannerrenders inside the ApprovalssubMenuItemswhen thecustomAgentbeta is active, and is absent after dismissal.agentsRulesBannerrenders above<IndividualExpenseRulesSection>when thecustomAgentbeta is active, and is absent after dismissal.customAgentbeta is inactive.Upwork Automation - Do Not Edit
Issue Owner
Current Issue Owner: @shubham1206agra