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Add trackExpensesWithConcierge onboarding RHP variant#85762

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claude-trackOnboardingHomeConcierge
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Add trackExpensesWithConcierge onboarding RHP variant#85762
MelvinBot wants to merge 1 commit intomainfrom
claude-trackOnboardingHomeConcierge

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Explanation of Change

Adds the trackExpensesWithConcierge onboarding RHP variant for Track workspace admins. When the backend sets this variant, Track-intent admins (newDotTrackWorkspace) will:

  • Desktop: Land on the Home page with the Concierge side panel open showing onboarding tasks
  • Mobile: Navigate directly to the Concierge DM chat (which contains onboarding tasks)

Unlike the existing RHP variants (which require micro company size), this variant applies regardless of company size.

Note: Task parentReportID for Track workspace users already points to the Concierge DM (existing behavior in isPostingTasksInAdminsRoom), so onboarding tasks already appear in the Concierge chat — no change needed there.

Fixed Issues

$ #85226

Tests

  1. Set the ONBOARDING_RHP_VARIANT NVP to trackExpensesWithConcierge for a new Track workspace admin
  2. Complete the guided setup flow with newDotTrackWorkspace choice
  3. Desktop: Verify the user lands on the Home page with the Concierge side panel open
  4. Mobile: Verify the user lands in the Concierge DM chat
  5. Verify existing RHP variants (rhpConciergeDm, rhpAdminsRoom, rhpHomePage) still work as before (still gated by micro company size)
  6. Verify control variant still navigates to last accessed report / Home as before
  • Verify that no errors appear in the JS console

Offline tests

N/A — This change only affects post-onboarding navigation, which happens after an API response.

QA Steps

  1. Create a new account and select Track workspace during onboarding
  2. Ensure the backend assigns trackExpensesWithConcierge as the RHP variant
  3. Desktop: After completing onboarding, verify the Home page loads with the Concierge side panel open and onboarding tasks visible
  4. Mobile: After completing onboarding, verify the Concierge DM chat opens with onboarding tasks visible
  5. Verify other onboarding variants (manage team, existing RHP experiments) are unaffected
  • 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
  • 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 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 used JaimeGPT to get English > Spanish translation. I then posted it 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.ts 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 new assets were added or existing ones were modified, I verified that:
    • The assets are optimized and compressed (for SVG files, run npm run compress-svg)
    • The assets load correctly across all supported platforms.
  • 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.
  • I added unit tests for any new feature or bug fix in this PR to help automatically prevent regressions in this user flow.
  • 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
iOS: mWeb Safari
MacOS: Chrome / Safari

Track workspace admins land on Home page with Concierge side panel
(desktop) or Concierge DM chat (mobile) for onboarding tasks.

Co-authored-by: Jayesh Mangwani <jayeshmangwani@users.noreply.github.com>
@MelvinBot MelvinBot requested a review from a team March 19, 2026 11:21
@MelvinBot
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I created this PR from an upstream branch since I don't have push access to your fork.

To take ownership of this branch and be able to push updates, run:

git remote add upstream https://github.com/Expensify/App.git
git fetch upstream claude-trackOnboardingHomeConcierge
git checkout -b claude-trackOnboardingHomeConcierge upstream/claude-trackOnboardingHomeConcierge
git push -u origin claude-trackOnboardingHomeConcierge

Then you can close this PR and open a new one from your fork.

@MelvinBot
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The failing check is unrelated to this PR.

Analysis: The only failing check is test (job 8), where 2 tests fail in tests/unit/canEditFieldOfMoneyRequestTest.ts:

  • should return true for submitter of a distance request for amount and currency fields (line 215)
  • should return true for submitter when there are multiple outstanding reports (line 231)

This PR only modifies onboarding RHP variant files (src/CONST/index.ts, src/components/SidePanel/RHPVariantTest/index.ts, src/libs/navigateAfterOnboarding.ts, src/types/onyx/OnboardingRHPVariant.ts) — none of which are related to the canEditFieldOfMoneyRequest logic in src/libs/ReportUtils.ts.

Evidence:

  • The test file and source function (canEditFieldOfMoneyRequest) are identical between the PR branch and main
  • The same test passed on main on March 18 (run 23226563794)
  • This appears to be a flaky/intermittent test failure unrelated to the PR changes

Retrying the CI run should resolve this.

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