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Monetize: Add the Overview tab by jboland88 · Pull Request #54897 · Automattic/jetpack · GitHub
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Monetize: Add the Overview tab - #54897

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@jboland88

@jboland88 jboland88 commented Nov 12, 2026 •

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Proposed changes

Fills in Monetize › Overview, the dashboard's first tab, behind the jetpack-monetize-dashboard flag.

  • Earnings card: total, last 30 days and next month, plus the plan's transaction fee, with an upgrade link when upgrading would lower it. Shown to admins connected to WordPress.com; others see the connect prompt in its place.
  • Ways to earn: cards for payments, donations, subscriber-only content, paid newsletters, PayPal payments and ads, each linking to the right support doc for Jetpack or WordPress.com sites.
    • The Ads card opens the Ads tab once ads are on, Settings when the plan includes ads, and offers an upgrade otherwise. PayPal offers an upgrade when the plan lacks it.
    • The Ads and PayPal cards ask WordPress.com when Jetpack's cached plan lacks the feature, as Settings already does, so a recent purchase shows up.
    • Upgrades go to Jetpack Creator; hosts can send them elsewhere through jetpack_feature_upgrade (slug monetize-dashboard).
  • Shared across tabs: the upgrade link and the Tracks setup (consent, w.js, user identity) move from the plugin's Jetpack_Ads_Settings_Home into the package, so Overview and Settings use the same ones.
  • New route: GET jetpack/v4/monetize/wpcom/v2/memberships/earnings.

Related product discussion/links

Does this pull request change what data or activity we track or use?

Adds one Tracks event, jetpack_monetize_overview_click (feature, target: learn-more, upgrade or open), recorded when a card's link or button is clicked, and only when the site and user allow tracking.

Testing instructions

Setup: a connected site running this branch, with jetpack-monetize-dashboard on and the Monetize module active.

  • Open Jetpack › Monetize. The Overview shows the Earnings card and six cards.
  • As an admin not connected to WordPress.com, the Earnings card is replaced by the connect prompt; the cards still show.
  • Each "Learn more" opens a jetpack.com support doc.
  • On a plan without ads, the Ads card shows Upgrade (to Jetpack Creator) and "Available with Jetpack Creator, or a bundled plan."
  • On a plan with ads, Earn ad revenue opens the Settings tab; with ads on, View ad dashboard opens the Ads tab.
  • With Tracks allowed, clicking a card's button records jetpack_monetize_overview_click (see the network tab).

🤖 Generated with Claude Code

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
@jboland88 jboland88 added [Status] Needs Review This PR is ready for review. [Status] Needs Privacy Updates Our support docs will need to be updated to take this change into account [Plugin] Jetpack Issues about the Jetpack plugin. https://wordpress.org/plugins/jetpack/ [Status] UI Changes Add this to PRs that change the UI so documentation can be updated. [Tests] Includes Tests [Package] Monetize labels Nov 12, 2026
@jboland88 jboland88 self-assigned this Nov 12, 2026
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Thank you for your PR!

When contributing to Jetpack, we have a few suggestions that can help us test and review your patch:

  • ✅ Include a description of your PR changes.
  • ✅ Add a "[Status]" label (In Progress, Needs Review, ...).
  • ✅ Add testing instructions.
  • ✅ Specify whether this PR includes any changes to data or privacy.
  • ✅ Add changelog entries to affected projects

This comment will be updated as you work on your PR and make changes. If you think that some of those checks are not needed for your PR, please explain why you think so. Thanks for cooperation 🤖


Follow this PR Review Process:

  1. Ensure all required checks appearing at the bottom of this PR are passing.
  2. Make sure to test your changes on all platforms that it applies to. You're responsible for the quality of the code you ship.
  3. You can use GitHub's Reviewers functionality to request a review.
  4. When it's reviewed and merged, you will be pinged in Slack to deploy the changes to WordPress.com simple once the build is done.

If you have questions about anything, reach out in #jetpack-developers for guidance!


Jetpack plugin:

The Jetpack plugin has different release cadences depending on the platform:

  • WordPress.com Simple releases happen as soon as you deploy your changes after merging this PR (PCYsg-Jjm-p2).
  • WoA releases happen weekly.
  • Releases to self-hosted sites happen monthly:
    • Scheduled release: December 8, 2026
    • Code freeze: December 7, 2026

If you have any questions about the release process, please ask in the #jetpack-releases channel on Slack.

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github-actions Bot commented Nov 12, 2026 •

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Are you an Automattician? Please test your changes on all WordPress.com environments to help mitigate accidental explosions.

  • To test on WoA, go to the Plugins menu on a WoA dev site. Click on the "Upload" button and follow the upgrade flow to be able to upload, install, and activate the Jetpack Beta plugin. Once the plugin is active, go to Jetpack > Jetpack Beta, select your plugin (Jetpack or WordPress.com Site Helper), and enable the add/monetize-home branch.
  • To test on Simple, run the following command on your sandbox:
bin/jetpack-downloader test jetpack add/monetize-home
bin/jetpack-downloader test jetpack-mu-wpcom-plugin add/monetize-home

Interested in more tips and information?

  • In your local development environment, use the jetpack rsync command to sync your changes to a WoA dev blog.
  • Read more about our development workflow here: PCYsg-eg0-p2
  • Figure out when your changes will be shipped to customers here: PCYsg-eg5-p2

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jp-launch-control Bot commented Nov 12, 2026 •

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Code Coverage Summary

Coverage changed in 7 files. Only the first 5 are listed here.

File Coverage Δ% Δ Uncovered
projects/packages/monetize/src/class-dashboard.php 117/146 (80.14%) 1.43% 6 💔
projects/packages/monetize/routes/dashboard/stage.tsx 0/14 (0.00%) 0.00% 4 💔
projects/packages/monetize/routes/dashboard/data/ads-settings-data.ts 0/1 (0.00%) -100.00% 1 ❤️‍🩹
projects/packages/monetize/routes/dashboard/data/tracking.ts 17/20 (85.00%) -4.47% 1 ❤️‍🩹
projects/packages/monetize/routes/dashboard/data/state.ts 3/4 (75.00%) 75.00% 0 💚

9 files are newly checked for coverage. Only the first 5 are listed here.

File Coverage
projects/packages/monetize/routes/dashboard/components/overview/index.tsx 0/1 (0.00%) 💔
projects/packages/monetize/routes/dashboard/components/overview/state.ts 0/2 (0.00%) 💔
projects/packages/monetize/routes/dashboard/data/memberships.ts 0/3 (0.00%) 💔
projects/packages/monetize/src/sections/class-overview.php 0/10 (0.00%) 💔
projects/packages/monetize/src/class-tracks.php 4/19 (21.05%) 💔

Full summary · PHP report · JS report

If appropriate, add one of these labels to override the failing coverage check: Covered by non-unit tests Use to ignore the Code coverage requirement check when E2Es or other non-unit tests cover the code Coverage tests to be added later Use to ignore the Code coverage requirement check when tests will be added in a follow-up PR I don't care about code coverage for this PR Use this label to ignore the check for insufficient code coveage.

jboland88 and others added 4 commits November 12, 2026 16:48
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

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Labels

[Package] Monetize [Plugin] Jetpack Issues about the Jetpack plugin. https://wordpress.org/plugins/jetpack/ [Status] Needs Privacy Updates Our support docs will need to be updated to take this change into account [Status] Needs Review This PR is ready for review. [Status] UI Changes Add this to PRs that change the UI so documentation can be updated. [Tests] Includes Tests

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