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Integrate Account Management component into the Settings Page #10471

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@mordeth mordeth commented Feb 27, 2025

Fixes #9129

Changes proposed in this Pull Request

This PR introduces the Account Management component to the WooPayments settings page, allowing merchants to update their business details directly within WooCommerce. This enhancement eliminates the need to navigate to the Stripe Express dashboard, providing a more seamless and user-friendly experience.

Testing instructions

  • Check out the add/9129-account-management-component branch.
  • Ensure your server is listening for webhooks.
  • Reset any existing account if one is already connected.
  • Go to Payments > Connect and start a new onboarding process.
  • In the MOX flow, select “More than 100M” for annual revenue and choose other parameters as needed.
  • On the embedded step, write address_line1_no_match in Address line 1 and 1111 as last 4 digits of the SSN (to trigger certain verification conditions). You must pass in legitimate values for the city, state, and postal_code arguments. Leave phone number empty.

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  • On the next screen, type 111111111 in the SSN to trigger identity mismatch.

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  • For bank account, type 110000000 and 000999999992 to trigger another verification.

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  • Notice that the details are incomplete. Click Agree and submit

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  • After being redirected to the Overview page, go to Payments > Settings. Scroll down to the Account Details section and confirm that a loader appears before the account management component is fully displayed.

  • Verify the Account Management component is displayed successfully.

image

  • Click Edit button under Personal Details section.

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  • Fill the required fields and click Save button.

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  • If the section is still unverified, click the Edit button again and use Test Mode to validate the Personal ID.
  • Confirm that the section is successfully verified. Then, navigate to the Overview page and ensure that Payments are Enabled and Payouts are set to Automatic.

Testing progressive onboarding

*Reset the account created in the previous steps.

  • Start onboarding a new progressive account using the parameters below.
    Note: This may not be possible on a JN site if all slots are occupied.
image
  • Enter your details and click Continue.

  • On the next screen, review the information and select Agree and Submit.

  • After being redirected to the Overview page, go to Payments > Settings. Scroll down to the Account Details section and confirm that a loader appears before the account management component is fully displayed.

  • Verify the Account Management component is displayed successfully.

image

  • Click Edit button under Personal Details section.

image

  • Fill the required fields and click Save button.

image

  • If the section is still unverified, click the Edit button again and use Test Mode to validate the Personal ID.
  • Confirm that the section is successfully verified. Then, navigate to the Overview page and ensure that Payments are Enabled and Payouts are set to Automatic.

  • 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

@mordeth mordeth added the status: blocked The issue is blocked from progressing, waiting for another piece of work to be done. label Feb 27, 2025
@mordeth mordeth self-assigned this Feb 27, 2025
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botwoo commented Feb 27, 2025

Test the build

Option 1. Jetpack Beta

  • Install and activate Jetpack Beta.
  • Use this build by searching for PR number 10471 or branch name revert-10396-revert-10287-add/9129-account-management-component 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: 7fb7bd0
  • Build time: 2025-02-27 20:30:22 UTC

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

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Size Change: +6.08 kB (0%)

Total Size: 1.3 MB

Filename Size Change
release/woocommerce-payments/dist/settings-rtl.css 11.9 kB +508 B (+4%)
release/woocommerce-payments/dist/settings.css 11.8 kB +478 B (+4%)
release/woocommerce-payments/dist/settings.js 229 kB +5.1 kB (+2%)
ℹ️ View Unchanged
Filename Size
release/woocommerce-payments/assets/css/admin.css 1.4 kB
release/woocommerce-payments/assets/css/admin.rtl.css 1.4 kB
release/woocommerce-payments/assets/css/success.css 189 B
release/woocommerce-payments/assets/css/success.rtl.css 190 B
release/woocommerce-payments/dist/blocks-checkout-rtl.css 2.67 kB
release/woocommerce-payments/dist/blocks-checkout.css 2.67 kB
release/woocommerce-payments/dist/blocks-checkout.js 55.5 kB
release/woocommerce-payments/dist/cart-block.js 17.3 kB
release/woocommerce-payments/dist/cart.js 5.73 kB
release/woocommerce-payments/dist/checkout-rtl.css 1.28 kB
release/woocommerce-payments/dist/checkout.css 1.28 kB
release/woocommerce-payments/dist/checkout.js 34.6 kB
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release/woocommerce-payments/dist/express-checkout.css 236 B
release/woocommerce-payments/dist/express-checkout.js 15.8 kB
release/woocommerce-payments/dist/frontend-tracks.js 854 B
release/woocommerce-payments/dist/index-rtl.css 35.5 kB
release/woocommerce-payments/dist/index.css 35.6 kB
release/woocommerce-payments/dist/index.js 234 kB
release/woocommerce-payments/dist/multi-currency-analytics.js 1.08 kB
release/woocommerce-payments/dist/multi-currency-rtl.css 4.29 kB
release/woocommerce-payments/dist/multi-currency-switcher-block.js 61.1 kB
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release/woocommerce-payments/dist/multi-currency.js 59.1 kB
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release/woocommerce-payments/dist/plugins-page.css 386 B
release/woocommerce-payments/dist/plugins-page.js 20.1 kB
release/woocommerce-payments/dist/product-details-rtl.css 433 B
release/woocommerce-payments/dist/product-details.css 436 B
release/woocommerce-payments/dist/product-details.js 12.6 kB
release/woocommerce-payments/dist/subscription-edit-page.js 703 B
release/woocommerce-payments/dist/subscription-product-onboarding-modal-rtl.css 524 B
release/woocommerce-payments/dist/subscription-product-onboarding-modal.css 524 B
release/woocommerce-payments/dist/subscription-product-onboarding-modal.js 20.2 kB
release/woocommerce-payments/dist/subscription-product-onboarding-toast.js 730 B
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release/woocommerce-payments/dist/subscriptions-empty-state.css 120 B
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release/woocommerce-payments/dist/tos.css 235 B
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release/woocommerce-payments/dist/woopay-express-button.js 23.4 kB
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release/woocommerce-payments/dist/woopay.css 4.28 kB
release/woocommerce-payments/dist/woopay.js 71 kB
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release/woocommerce-payments/vendor/automattic/jetpack-assets/build/i18n-loader.js 2.46 kB
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release/woocommerce-payments/vendor/automattic/jetpack-connection/dist/identity-crisis.rtl.css 2.47 kB
release/woocommerce-payments/vendor/automattic/jetpack-connection/dist/jetpack-connection.css 10 kB
release/woocommerce-payments/vendor/automattic/jetpack-connection/dist/jetpack-connection.js 28.4 kB
release/woocommerce-payments/vendor/automattic/jetpack-connection/dist/jetpack-connection.rtl.css 10 kB
release/woocommerce-payments/vendor/automattic/jetpack-connection/dist/jetpack-sso-admin-create-user.css 198 B
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release/woocommerce-payments/vendor/woocommerce/subscriptions-core/assets/css/checkout.css 301 B
release/woocommerce-payments/vendor/woocommerce/subscriptions-core/assets/css/modal.css 746 B
release/woocommerce-payments/vendor/woocommerce/subscriptions-core/assets/css/view-subscription.css 574 B
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Add account management component on the Settings page
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