Add copilot section to security page and add copilot

[rushatgabhane]

Details

Fixed Issues

$ #46925
PROPOSAL:

Tests

Pre-req: enable newDotCopilot beta on your account.
Pre-req: From other accounts, add your account as a copilot

Security page

1. Verify that you can see a new copilot section.
2. Note that the three dot menu won't be usable at this moment.
3. Verify that you can see Add copilot button.
4. Verify that you can see all accounts that you can copilot into.

Add copilot

1. Add a copilot, select email and role.
2. Verify that you see a confirmation page.
3. Verify that you can add a copilot and it shows in security page.

Offline add copilot

1. Verify that you can add a copilot while offline and it shows as greyed out in security page

• Verify that no errors appear in the JS console

Offline tests

QA Steps

• Verify that no errors appear in the JS console

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 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 the left part of a conditional rendering a React component is a boolean and NOT a string, e.g. myBool && <MyComponent />.
  • 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 verified the translation was requested/reviewed 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.js 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 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.
• 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

Android: mWeb Chrome

iOS: Native

Screen.Recording.2024-09-06.at.02.27.55.mov

iOS: mWeb Safari

MacOS: Chrome / Safari

Screen.Recording.2024-09-06.at.21.25.37.mov

Screen.Recording.2024-08-29.at.16.07.27.mov

MacOS: Desktop

[rushatgabhane]

I'm unable to add a copilot who's not already a contact/has an account

resolved

[rushatgabhane]

added learn more URL

[rushatgabhane]

@dangrous all done ✅

[dangrous]

Awesome, I will look shortly once my internet is better and I can play around more! @fedirjh can you give it another look as well?

[fedirjh]

@dangrous Can we make backend return Onyx data when we have an error? Currently we display this error when the request fails Incorrect or invalid magic code. Please try again or request a new code. and this may not be correct in all cases, as, for example, in this case the backend returns this error 401 Request rejected - too many attempts

[rushatgabhane]

it should be merged to

account {
delegatedAccess {
    delegates: [
        {
            email: abc@xyz.com,
            errorFields: {addDelegate: "error message"},
        }
    ]
}
}

[rushatgabhane]

but definitely shouldn't block this PR

[fedirjh]

but definitely shouldn't block this PR

Agree, apart from that, it looks good to me.

[rushatgabhane]

@dangrous all yours!!

[dangrous]

one outstanding issue with non-contact delegates, the modal doesn't close - but other than that we're good to go on my end! (And we can sort out any remaining bugs in the remaining PRs since it's still behind the beta.)

I will look into that backend error update, too, but agree that it shouldn't block.

[rushatgabhane]

one outstanding issue with non-contact delegates, the modal doesn't close - but other than that we're good to go on my end

@dangrous resolved! i ditched accountID in url in favor of login.

Screen.Recording.2024-09-10.at.23.54.15.mov

[dangrous]

let's do it!

[OSBotify]

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

[CyberAndrii]

You forgot to move the key prop to this component so it prints an error in console now

[rushatgabhane]

sorry i don't understand. OfflineWithFeedback should be passed key as a prop?

[CyberAndrii]

Yup, since you wrapped MenuItem with OfflineWithFeedback, you have to move the key prop from MenuItem to OfflineWithFeedback

[rushatgabhane]

nice catch, let me send a PR