Add conditional copy/content and CTA to expanded task items (https://github.com/woocommerce/woocommerce-admin/pull/6956)

* Add action button to TaskItem.

* Pass through click event.

* Add separate action and label to onClick.

* Add initial copy for task expansion.

* Expand one task at a time.

* Add descriptive text to the payments step.

* Set the first incomplete task current by default.

* Revert expansion behavior.

* Fix margins.

* Curate purchase products task content based on selections.

* Fix appearance task copy.

* Fix payment task copy.

* Add conditional tax step title.

* Indicated if task is expanded to click handlers.

* Automatically enable WC Tax from the expanded CTA.

* Restore additional text property.

* Fix task title xpath selector in E2E test.

* Fix automatic tax setup query param logic.

* Add changelog entries.

plugins/woocommerce-admin/client/task-list/index.js

@@ -43,6 +43,14 @@ const taskDashboardSelect = ( select ) => {
 	const countryCode = getCountryCode(
 		generalSettings.woocommerce_default_country
 	);
+	const {
+		woocommerce_store_address: storeAddress,
+		woocommerce_default_country: defaultCountry,
+		woocommerce_store_postcode: storePostCode,
+	} = generalSettings;
+	const hasCompleteAddress = Boolean(
+		storeAddress && defaultCountry && storePostCode
+	);
 
 	const activePlugins = getActivePlugins();
 	const installedPlugins = getInstalledPlugins();
@@ -65,6 +73,7 @@ const taskDashboardSelect = ( select ) => {
 		onboardingStatus,
 		profileItems,
 		trackedCompletedTasks,
+		hasCompleteAddress,
 	};
 };
 
@@ -85,6 +94,7 @@ const TaskDashboard = ( { userPreferences, query } ) => {
 		isTaskListComplete,
 		isExtendedTaskListHidden,
 		isExtendedTaskListComplete,
+		hasCompleteAddress,
 	} = useSelect( taskDashboardSelect );
 
 	const [ isCartModalOpen, setIsCartModalOpen ] = useState( false );
@@ -173,6 +183,7 @@ const TaskDashboard = ( { userPreferences, query } ) => {
 		query,
 		toggleCartModal,
 		onTaskSelect,
+		hasCompleteAddress,
 	} );
 
 	const { extension, setup: setupTasks } = allTasks;

plugins/woocommerce-admin/client/task-list/style.scss

@@ -32,6 +32,18 @@
 		}
 	}
 
+	.woocommerce-task__additional-info,
+	.woocommerce-task__estimated-time,
+	.woocommerce-task-list__item-content {
+		color: $gray-700;
+		font-weight: 400;
+		font-size: 12px;
+	}
+
+	.woocommerce-task-list__item-content {
+		font-size: 13px;
+	}
+
 	#wpbody-content {
 		position: relative;
 	}

plugins/woocommerce-admin/client/task-list/task-list.js

@@ -53,6 +53,21 @@ export const TaskList = ( {
 		possiblyTrackCompletedTasks();
 	}, [ query ] );
 
+	const visibleTasks = tasks.filter(
+		( task ) => task.visible && ! dismissedTasks.includes( task.key )
+	);
+
+	const completedTaskKeys = visibleTasks
+		.filter( ( task ) => task.completed )
+		.map( ( task ) => task.key );
+
+	const incompleteTasks = tasks.filter(
+		( task ) =>
+			task.visible &&
+			! task.completed &&
+			! dismissedTasks.includes( task.key )
+	);
+
 	const possiblyCompleteTaskList = () => {
 		const taskListVariableName = `woocommerce_${ name }_complete`;
 		const taskListToComplete = isComplete
@@ -64,8 +79,8 @@ export const TaskList = ( {
 		}
 
 		if (
-			( ! getIncompleteTasks().length && ! isComplete ) ||
-			( getIncompleteTasks().length && isComplete )
+			( ! incompleteTasks.length && ! isComplete ) ||
+			( incompleteTasks.length && isComplete )
 		) {
 			updateOptions( {
 				...taskListToComplete,
@@ -73,26 +88,11 @@ export const TaskList = ( {
 		}
 	};
 
-	const getCompletedTaskKeys = () => {
-		return getVisibleTasks()
-			.filter( ( task ) => task.completed )
-			.map( ( task ) => task.key );
-	};
-
-	const getIncompleteTasks = () => {
-		return tasks.filter(
-			( task ) =>
-				task.visible &&
-				! task.completed &&
-				! dismissedTasks.includes( task.key )
-		);
-	};
-
 	const getTrackedIncompletedTasks = (
 		partialCompletedTasks,
 		allTrackedTask
 	) => {
-		return getVisibleTasks()
+		return visibleTasks
 			.filter(
 				( task ) =>
 					allTrackedTask.includes( task.key ) &&
@@ -102,7 +102,6 @@ export const TaskList = ( {
 	};
 
 	const possiblyTrackCompletedTasks = () => {
-		const completedTaskKeys = getCompletedTaskKeys();
 		const trackedCompletedTasks = getTrackedCompletedTasks(
 			completedTaskKeys,
 			totalTrackedCompletedTasks
@@ -160,12 +159,6 @@ export const TaskList = ( {
 		} );
 	};
 
-	const getVisibleTasks = () => {
-		return tasks.filter(
-			( task ) => task.visible && ! dismissedTasks.includes( task.key )
-		);
-	};
-
 	const recordTaskListView = () => {
 		if ( query.task ) {
 			return;
@@ -174,8 +167,6 @@ export const TaskList = ( {
 		const isCoreTaskList = name === 'task_list';
 		const taskListName = isCoreTaskList ? 'tasklist' : 'extended_tasklist';
 
-		const visibleTasks = getVisibleTasks();
-
 		recordEvent( `${ taskListName }_view`, {
 			number_tasks: visibleTasks.length,
 			store_connected: profileItems.wccom_connected,
@@ -196,8 +187,8 @@ export const TaskList = ( {
 
 		recordEvent( `${ taskListName }_completed`, {
 			action,
-			completed_task_count: getCompletedTaskKeys().length,
-			incomplete_task_count: getIncompleteTasks().length,
+			completed_task_count: completedTaskKeys.length,
+			incomplete_task_count: incompleteTasks.length,
 		} );
 		updateOptions( {
 			...updateOptionsParams,
@@ -223,7 +214,7 @@ export const TaskList = ( {
 		);
 	};
 
-	const listTasks = getVisibleTasks().map( ( task ) => {
+	const listTasks = visibleTasks.map( ( task ) => {
 		if ( ! task.onClick ) {
 			task.onClick = ( e ) => {
 				if ( e.target.nodeName === 'A' ) {
@@ -277,7 +268,7 @@ export const TaskList = ( {
 					<CardHeader size="medium">
 						<div className="wooocommerce-task-card__header">
 							<Text variant="title.small">{ listTitle }</Text>
-							<Badge count={ getIncompleteTasks().length } />
+							<Badge count={ incompleteTasks.length } />
 						</div>
 						{ renderMenu() }
 					</CardHeader>
@@ -294,6 +285,9 @@ export const TaskList = ( {
 									onDismiss={ () => dismissTask( task ) }
 									time={ task.time }
 									level={ task.level }
+									action={ task.onClick }
+									actionLabel={ task.action }
+									additionalInfo={ task.additionalInfo }
 								/>
 							) ) }
 						</ListComp>

plugins/woocommerce-admin/client/task-list/tasks.js

@@ -56,6 +56,7 @@ export function getAllTasks( {
 	query,
 	toggleCartModal,
 	onTaskSelect,
+	hasCompleteAddress,
 } ) {
 	const {
 		hasPaymentGateway,
@@ -84,6 +85,8 @@ export function getAllTasks( {
 
 	const woocommercePaymentsInstalled =
 		installedPlugins.indexOf( 'woocommerce-payments' ) !== -1;
+	const woocommerceServicesActive =
+		activePlugins.indexOf( 'woocommerce-services' ) !== -1;
 	const {
 		completed: profilerCompleted,
 		product_types: productTypes,
@@ -94,10 +97,11 @@ export function getAllTasks( {
 		businessExtensions || []
 	).includes( 'woocommerce-payments' );
 
-	let purchaseAndInstallText = __(
+	let purchaseAndInstallTitle = __(
 		'Add paid extensions to my store',
 		'woocommerce-admin'
 	);
+	let purchaseAndInstallContent;
 
 	if ( uniqueItemsList.length === 1 ) {
 		const { name: itemName } = uniqueItemsList[ 0 ];
@@ -105,14 +109,64 @@ export function getAllTasks( {
 			'Add %s to my store',
 			'woocommerce-admin'
 		);
-		purchaseAndInstallText = sprintf( purchaseAndInstallFormat, itemName );
+		purchaseAndInstallTitle = sprintf( purchaseAndInstallFormat, itemName );
+		purchaseAndInstallContent = products.find(
+			( { label } ) => label === itemName
+		)?.description;
+	} else {
+		const uniqueProductNames = uniqueItemsList.map( ( { name } ) => name );
+		const lastProduct = uniqueProductNames.pop();
+		let firstProducts = uniqueProductNames.join( ', ' );
+		if ( uniqueProductNames.length > 1 ) {
+			firstProducts += ',';
+		}
+		/* translators: %1$s: list of product names comma separated, %2%s the last product name */
+		purchaseAndInstallContent = sprintf(
+			__(
+				'Good choice! You chose to add %1$s and %2$s to your store.',
+				'woocommerce-admin'
+			),
+			firstProducts,
+			lastProduct
+		);
+	}
+
+	const {
+		automatedTaxSupportedCountries = [],
+		taxJarActivated,
+	} = onboardingStatus;
+
+	const isTaxJarSupported =
+		! taxJarActivated && // WCS integration doesn't work with the official TaxJar plugin.
+		automatedTaxSupportedCountries.includes( countryCode );
+
+	const canUseAutomatedTaxes =
+		hasCompleteAddress && woocommerceServicesActive && isTaxJarSupported;
+
+	let taxAction = __( "Let's go", 'woocommerce-admin' );
+	let taxContent = __(
+		'Set your store location and configure tax rate settings.',
+		'woocommerce-admin'
+	);
+
+	if ( canUseAutomatedTaxes ) {
+		taxAction = __( 'Yes please', 'woocommerce-admin' );
+		taxContent = __(
+			'Good news! WooCommerce Services and Jetpack can automate your sales tax calculations for you.',
+			'woocommerce-admin'
+		);
 	}
 
 	const tasks = [
 		{
 			key: 'store_details',
 			title: __( 'Store details', 'woocommerce-admin' ),
+			content: __(
+				'Your store address is required to set the origin country for shipping, currencies, and payment options.',
+				'woocommerce-admin'
+			),
 			container: null,
+			action: __( "Let's go", 'woocommerce-admin' ),
 			onClick: () => {
 				onTaskSelect( 'store_details' );
 				getHistory().push( getNewPath( {}, '/setup-wizard', {} ) );
@@ -124,8 +178,10 @@ export function getAllTasks( {
 		},
 		{
 			key: 'purchase',
-			title: purchaseAndInstallText,
+			title: purchaseAndInstallTitle,
+			content: purchaseAndInstallContent,
 			container: null,
+			action: __( 'Purchase & install now', 'woocommerce-admin' ),
 			onClick: () => {
 				onTaskSelect( 'purchase' );
 				return remainingProducts.length ? toggleCartModal() : null;
@@ -139,6 +195,10 @@ export function getAllTasks( {
 		{
 			key: 'products',
 			title: __( 'Add my products', 'woocommerce-admin' ),
+			content: __(
+				'Start by adding the first product to your store. You can add your products manually, via CSV, or import them from another service.',
+				'woocommerce-admin'
+			),
 			container: <Products />,
 			onClick: () => {
 				onTaskSelect( 'products' );
@@ -155,6 +215,12 @@ export function getAllTasks( {
 				'Get paid with WooCommerce Payments',
 				'woocommerce-admin'
 			),
+			content: __(
+				"You're only one step away from getting paid. Verify your business details to start managing transactions with WooCommerce Payments.",
+				'woocommerce-admin'
+			),
+			action: __( 'Finish setup', 'woocommmerce-admin' ),
+			expanded: true,
 			container: <Fragment />,
 			completed: wcPayIsConnected,
 			onClick: async ( e ) => {
@@ -196,6 +262,10 @@ export function getAllTasks( {
 		{
 			key: 'payments',
 			title: __( 'Set up payments', 'woocommerce-admin' ),
+			content: __(
+				'Choose payment providers and enable payment methods at checkout.',
+				'woocommerce-admin'
+			),
 			container: <Payments />,
 			completed: hasPaymentGateway,
 			onClick: () => {
@@ -212,10 +282,19 @@ export function getAllTasks( {
 		{
 			key: 'tax',
 			title: __( 'Set up tax', 'woocommerce-admin' ),
+			content: taxContent,
 			container: <Tax />,
-			onClick: () => {
+			action: taxAction,
+			onClick: ( e, args = {} ) => {
+				// The expanded item CTA allows us to enable
+				// automated taxes for eligible stores.
+				// Note: this will be initially part of an A/B test.
+				const { isExpanded } = args;
 				onTaskSelect( 'tax' );
-				updateQueryString( { task: 'tax' } );
+				updateQueryString( {
+					task: 'tax',
+					auto: canUseAutomatedTaxes && isExpanded,
+				} );
 			},
 			completed: isTaxComplete,
 			visible: true,
@@ -225,7 +304,12 @@ export function getAllTasks( {
 		{
 			key: 'shipping',
 			title: __( 'Set up shipping', 'woocommerce-admin' ),
+			content: __(
+				"Set your store location and where you'll ship to.",
+				'woocommerce-admin'
+			),
 			container: <Shipping />,
+			action: __( "Let's go", 'woocommerce-admin' ),
 			onClick: () => {
 				if ( shippingZonesCount > 0 ) {
 					window.location = getLinkTypeAndHref( {
@@ -247,7 +331,12 @@ export function getAllTasks( {
 		{
 			key: 'appearance',
 			title: __( 'Personalize my store', 'woocommerce-admin' ),
+			content: __(
+				'Add your logo, create a homepage, and start designing your store.',
+				'woocommerce-admin'
+			),
 			container: <Appearance />,
+			action: __( "Let's go", 'woocommerce-admin' ),
 			onClick: () => {
 				onTaskSelect( 'appearance' );
 				updateQueryString( { task: 'appearance' } );

plugins/woocommerce-admin/client/task-list/tasks/tax.js

@@ -46,7 +46,13 @@ class Tax extends Component {
 	}
 
 	componentDidMount() {
+		const { query } = this.props;
+		const { auto } = query;
 		this.reset();
+
+		if ( auto === 'true' ) {
+			this.enableAutomatedTax();
+		}
 	}
 
 	reset() {
@@ -396,6 +402,13 @@ class Tax extends Component {
 		return filter( steps, ( step ) => step.visible );
 	}
 
+	enableAutomatedTax() {
+		recordEvent( 'tasklist_tax_setup_automated_proceed', {
+			setup_automatically: true,
+		} );
+		this.updateAutomatedTax( true );
+	}
+
 	renderSuccessScreen() {
 		const { isPending } = this.props;
 
@@ -427,12 +440,7 @@ class Tax extends Component {
 					disabled={ isPending }
 					isPrimary
 					isBusy={ isPending }
-					onClick={ () => {
-						recordEvent( 'tasklist_tax_setup_automated_proceed', {
-							setup_automatically: true,
-						} );
-						this.updateAutomatedTax( true );
-					} }
+					onClick={ this.enableAutomatedTax }
 				>
 					{ __( 'Yes please', 'woocommerce-admin' ) }
 				</Button>

plugins/woocommerce-admin/packages/experimental/CHANGELOG.md

@@ -1,6 +1,7 @@
 # Unreleased
 
 -   Remove the use of Dashicons and replace with @wordpress/icons or gridicons #7020
+-   Add expanded item text and CTA button. #6956
 
 # 1.2.0
 

plugins/woocommerce-admin/packages/experimental/src/experimental-list/task-item.scss

@@ -3,6 +3,7 @@ $task-alert-yellow: #f0b849;
 
 .woocommerce-task-list__item {
 	position: relative;
+	padding-right: $gap-large;
 
 	&::before {
 		content: '';
@@ -56,6 +57,16 @@ $task-alert-yellow: #f0b849;
 		}
 	}
 
+	.woocommerce-task-list__item-content {
+		margin-top: $gap-smallest;
+		margin-bottom: $gap-smallest;
+	}
+
+	.woocommerce-task-list__item-action {
+		margin-top: $gap-smallest;
+		margin-bottom: $gap-smaller;
+	}
+
 	.woocommerce-task-list__item-after {
 		margin-left: $gap;
 		margin-right: $gap-large;
@@ -87,7 +98,8 @@ $task-alert-yellow: #f0b849;
 			color: $gray-700;
 		}
 
-		.woocommerce-task-list__item-content {
+		.woocommerce-task-list__item-content,
+		.woocommerce-task__estimated-time {
 			display: none;
 		}
 	}

plugins/woocommerce-admin/packages/experimental/src/experimental-list/task-item.tsx

@@ -24,17 +24,26 @@ const sanitizeHTML = ( html: string ) => {
 
 type TaskLevel = 1 | 2 | 3;
 
+type ActionArgs = {
+	isExpanded?: boolean;
+};
+
 type TaskItemProps = {
 	title: string;
 	completed: boolean;
-	onClick: () => void;
+	onClick?: () => void;
 	isDismissable?: boolean;
 	onDismiss?: () => void;
 	additionalInfo?: string;
 	time?: string;
-	content?: string;
+	content: string;
 	expanded?: boolean;
 	level?: TaskLevel;
+	action: (
+		event?: React.MouseEvent | React.KeyboardEvent,
+		args?: ActionArgs
+	) => void;
+	actionLabel?: string;
 };
 
 const OptionalTaskTooltip: React.FC< {
@@ -71,6 +80,8 @@ export const TaskItem: React.FC< TaskItemProps > = ( {
 	content,
 	expanded = false,
 	level = 3,
+	action,
+	actionLabel,
 } ) => {
 	const className = classnames( 'woocommerce-task-list__item', {
 		complete: completed,
@@ -97,32 +108,43 @@ export const TaskItem: React.FC< TaskItemProps > = ( {
 				</div>
 			</OptionalTaskTooltip>
 			<div className="woocommerce-task-list__item-text">
-				<span className="woocommerce-task-list__item-title">
-					<Text
-						as="div"
-						variant={ completed ? 'body.small' : 'button' }
-					>
+				<Text as="div" variant={ completed ? 'body.small' : 'button' }>
+					<span className="woocommerce-task-list__item-title">
 						{ title }
-						{ additionalInfo && (
-							<div
-								className="woocommerce-task__additional-info"
-								dangerouslySetInnerHTML={ sanitizeHTML(
-									additionalInfo
-								) }
-							></div>
-						) }
-						{ expanded && content && (
-							<div className="woocommerce-task-list__item-content">
-								{ content }
-							</div>
-						) }
-						{ time && ! completed && (
-							<div className="woocommerce-task__estimated-time">
-								{ time }
-							</div>
-						) }
-					</Text>
-				</span>
+					</span>
+					{ expanded && (
+						<div className="woocommerce-task-list__item-content">
+							{ content }
+						</div>
+					) }
+					{ additionalInfo && (
+						<div
+							className="woocommerce-task__additional-info"
+							dangerouslySetInnerHTML={ sanitizeHTML(
+								additionalInfo
+							) }
+						></div>
+					) }
+					{ expanded && ! completed && (
+						<Button
+							className="woocommerce-task-list__item-action"
+							isPrimary
+							onClick={ (
+								event: React.MouseEvent | React.KeyboardEvent
+							) => {
+								event.stopPropagation();
+								action( event, { isExpanded: true } );
+							} }
+						>
+							{ actionLabel || title }
+						</Button>
+					) }
+					{ time && (
+						<div className="woocommerce-task__estimated-time">
+							{ time }
+						</div>
+					) }
+				</Text>
 			</div>
 			{ onDismiss && isDismissable && ! completed && (
 				<div className="woocommerce-task-list__item-after">

plugins/woocommerce-admin/readme.txt

@@ -93,6 +93,7 @@ Release and roadmap notes are available on the [WooCommerce Developers Blog](htt
 - Add: Free extension list powered by remote config #6952
 - Add: Add PayPal to fallback payment gateways #7001
 - Add: Add a data store for WC Payments REST APIs #6918
+- Add: Progressive setup checklist copy and call to action buttons. #6956
 - Add: Add Paystack as fallback gateway #7025
 - Add: Add COD method to default payment gateway recommendations #7057
 - Dev: Update package-lock to fix versioning of local packages. #6843

plugins/woocommerce-admin/tests/e2e/pages/WcHomescreen.ts

@@ -42,7 +42,7 @@ export class WcHomescreen extends BasePage {
 	}
 
 	async clickOnTaskList( taskTitle: string ) {
-		const item = await waitForElementByText( 'div', taskTitle );
+		const item = await waitForElementByText( 'span', taskTitle );
 
 		if ( ! item ) {
 			throw new Error(