[Due for payment 2026-04-28] Release 2 (FE): Track onboarding: land on Home page with Concierge side panel (desktop) / Concierge chat (mobile)

[MelvinBot]

Context

Related backend issue: https://github.com/Expensify/Expensify/issues/599674

Track workspace admins should land on the Home page with Concierge open in the right-hand side panel showing onboarding tasks (desktop), or land in the Concierge chat with tasks (mobile). The backend will set a new ONBOARDING_RHP_VARIANT value (trackExpensesWithConcierge) for Track-intent admins — the App needs to read this variant and navigate accordingly.

This only applies to Track-intent admins (newDotTrackWorkspace). Members invited to a Track workspace (who get newDotSubmit intent) are unaffected.

Expected Concierge RHP Content

The Concierge side panel (desktop) / Concierge chat (mobile) should display the following:

Welcome to Expensify

Hi! I'm Concierge, your personal financial assistant. To make the most of your 30-day free trial, just follow the remaining setup steps below!

• Create a workspace
• Take a test drive
• Create your first report
• Set up categories

Required Changes

1. Add variant constant (Web/Desktop + Mobile)

src/CONST/index.ts — Add to ONBOARDING_RHP_VARIANT:

TRACK_EXPENSES_WITH_CONCIERGE: 'trackExpensesWithConcierge',

src/types/onyx/OnboardingRHPVariant.ts — Add 'trackExpensesWithConcierge' to the type union.

2. Extend RHP variant handling (Web/Desktop)

src/components/SidePanel/RHPVariantTest/index.ts:

• shouldOpenRHPVariant(): Return true when onboardingRHPVariant === 'trackExpensesWithConcierge' (no micro company size gate needed).
• handleRHPVariantNavigation(): For this variant, navigate to the Home page and open the side panel with Concierge. The SidePanelContextProvider already defaults to showing the Concierge DM in the side panel. Skip the Test Drive modal for Track users.

3. Change task parentReportID for Track workspace users

When the App calls CompleteGuidedSetup with choice = 'newDotTrackWorkspace', set parentReportID on each onboarding task to the Concierge DM report ID instead of the #admins room. This ensures traditional onboarding tasks appear in the Concierge chat — visible both in the side panel (desktop) and as the main chat (mobile).

This is the critical change that makes onboarding tasks show up in the right place.

4. Mobile navigation (Mobile/Native)

src/libs/navigateAfterOnboarding.ts: When the variant is trackExpensesWithConcierge and on small screen, navigate directly to the Concierge DM report (which now contains onboarding tasks thanks to change #3 above).

The native RHPVariantTest/index.native.ts already returns false for shouldOpenRHPVariant() (no side panel on mobile) — that stays unchanged.

5. Update onboarding copy for Track workspace users

src/languages/en.ts — Update onboardingTrackWorkspaceMessage to:

# Welcome to Expensify
Hi! I'm Concierge, your personal financial assistant. To make the most of your 30-day free trial, just follow the remaining setup steps below!

6. Trim task list to 4 items

src/libs/actions/Welcome/OnboardingFlow.ts — Update the TRACK_WORKSPACE task list to only include:

1. createWorkspaceTask (auto-completed)
2. testDriveAdminTask
3. createReportTask
4. setupCategoriesTask

Remove inviteAccountantTask and reviewWorkspaceSettingsTask from the Track workspace onboarding flow.

Who is affected

User type	Intent	Affected?
Track workspace creator (admin)	newDotTrackWorkspace	Yes — lands on Home + Concierge
Member invited to Track workspace	newDotSubmit	No — existing flow unchanged
Manage Team users (1-10 experiment)	newDotManageTeam	No — existing experiment unchanged

Issue Owner

Current Issue Owner: @mallenexpensify

[jayeshmangwani]

@MelvinBot Please update the issue description and proposed solution, we have a change.
Replace:
Track workspace admins should land on the Reports > Expenses page with Concierge open in the right-hand side panel showing onboarding tasks (desktop)
with:
Track workspace admins should land on the Home page with Concierge open in the right-hand side panel showing onboarding tasks (desktop).

[MelvinBot]

Updated the issue description and proposed solution. Here's a summary of all changes made:

1. Title: "land on Expenses page" → "land on Home page"
2. Context section: "Reports > Expenses page" → "Home page"
3. Required Changes section 2 (handleRHPVariantNavigation): "navigate to the Expenses search page (Reports > Expenses view)" → "navigate to the Home page"
4. Who is affected table: "lands on Expenses + Concierge" → "lands on Home + Concierge"

[melvin-bot]

@jayeshmangwani Uh oh! This issue is overdue by 2 days. Don't forget to update your issues!

[melvin-bot]

@jayeshmangwani Huh... This is 4 days overdue. Who can take care of this?

[melvin-bot]

@jayeshmangwani Eep! 4 days overdue now. Issues have feelings too...

[melvin-bot]

@jayeshmangwani Eep! 4 days overdue now. Issues have feelings too...

[jayeshmangwani]

@MelvinBot implement this to create a draft PR