Update onboarding page with new integration choices V2

[abzokhattab]

Explanation of Change

Fixed Issues

$ #60161
PROPOSAL: #60161 (comment)

Tests

Test 1: Redirects to OldDot for unsupported integrations

1. Launch the onboarding flow.
2. Enter a company size within Micro (1–10).
3. On the integration selection screen, choose SAP, Oracle, Microsoft Dynamics, or Sage.
4. Proceed to the next step.
5. Confirm that the app redirects to the OldDot URL.

Test 2: Continues to Concierge (NewDot) for supported integrations

1. Launch the onboarding flow.
2. Enter a company size within Micro (1–10).
3. On the integration selection screen, choose QuickBooks Online (QBO), QuickBooks Desktop (QBD), Xero, Netsuite, Other, or leave it as None.
4. Proceed to the next step.
5. Confirm that the onboarding continues to the Concierge chat screen.

Offline tests

Same as tests

QA Steps

Same as tests

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
  • MacOS: Desktop
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  • I verified that all the inputs inside a form are aligned with each other.
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• 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.
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Screenshots/Videos

Android: Native

Screen.Recording.2025-05-11.at.21.54.12.mov

Screen.Recording.2025-05-11.at.21.55.03.mov

Android: mWeb Chrome

Screen.Recording.2025-05-11.at.23.07.41.mov

Screen.Recording.2025-05-11.at.23.08.37.mov

iOS: Native

Screen.Recording.2025-05-11.at.23.02.48.mov

Screen.Recording.2025-05-11.at.23.03.22.mov

iOS: mWeb Safari

Screen.Recording.2025-05-11.at.23.05.30.mov

Screen.Recording.2025-05-11.at.23.04.47.mov

MacOS: Chrome / Safari

Screen.Recording.2025-05-11.at.15.26.16.mov

Screen.Recording.2025-05-11.at.15.27.15.mov

MacOS: Desktop

Screen.Recording.2025-05-11.at.23.18.12.mov

[melvin-bot]

@Ollyws Please copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button]

[abzokhattab]

@chiragsalian I am not able to reproduce this issue #61932

What should I do to reproduce it?

Here is the result again:

Screen.Recording.2025-05-16.at.23.42.04.mov

[abzokhattab]

is there any other issues that iam not aware about ?

[chiragsalian]

Nope, thats the only issue i was made aware of.

What should I do to reproduce it?

From the bug report thats the only steps to reproduce it. You can also check this comment if you think there is anything to update - comment. Tbh i dont follow the first part of the comment. For the second, yeah the condition

if (companySize && companySize !== CONST.ONBOARDING_COMPANY_SIZE.MICRO && getPlatform() !== CONST.PLATFORM.DESKTOP) {

should probably be updated to account for integration choices as well but i don't see it as causing the main issue.

Anyway if we are unable to reproduce the main issue let me know when this is completely ready for review, including most GH actions succeeding and then ill create test builds and ask QA to test on them.

[abzokhattab]

Okay, one last thing — I created a shared function to check whether onboarding should redirect to the old dot or not. I also updated the other two usages (isDisabled property and the completeOnboarding function) to ensure consistency.

Please check this commit: 171afb0

Manual tests are passing.

Feel free to ask QA to test it if needed.

[dubielzyk-expensify]

I assume you have higher than default text size on your device?

Might be good to include the default screenshots too. Looks good on first look thought 👍

[github-actions]

🚧 @chiragsalian has triggered a test app build. You can view the workflow run here.

[github-actions]

🧪🧪 Use the links below to test this adhoc build on Android, iOS, Desktop, and Web. Happy testing! 🧪🧪

Android 🤖	iOS 🍎
Android 🤖🔄	iOS 🍎🔄
https://ad-hoc-expensify-cash.s3.amazonaws.com/android/62244-hybrid/index.html	https://ad-hoc-expensify-cash.s3.amazonaws.com/ios/62244-hybrid/index.html
Desktop 💻	Web 🕸️
https://ad-hoc-expensify-cash.s3.amazonaws.com/desktop/62244/NewExpensify.dmg	https://62244.pr-testing.expensify.com

---

👀 View the workflow run that generated this build 👀

[chiragsalian]

@Expensify/applause, can someone test the applause test build, specifically for android and confirm if the issue reported here exists in this PR.

Meanwhile @abzokhattab, can you double check this bug report as well. I also feel like for your tests about integration you should only mention Micro (1–10) and not Small (11-50), because when testing shouldOnboardingRedirectToOldDot integration choices, company size should remain the same for good tests. And then you should have another two tests where integration choice remains the same but company size changes and you confirm the expection.

[abzokhattab]

can you double check this bug #61932 (comment) as well

I tried it one more locally its still not reproducible

[chiragsalian]

okay, @Ollyws you around to review the PR?

[Ollyws]

@chiragsalian Yeah, are we waiting on applause to test?

[chiragsalian]

No i don't see a reason to wait on applause. Let's do our testing and review. If you can, also test for the reported bug mentioned here. I think if you cant reproduce it as well let's proceed with getting this merged.

[Ollyws]

Reviewer Checklist

• I have verified the author checklist is complete (all boxes are checked off).
• I verified the correct issue is linked in the ### Fixed Issues section above
• I verified testing steps are clear and they cover the changes made in this PR
  • I verified the steps for local testing are in the Tests section
  • I verified the steps for Staging and/or Production testing are in the QA steps section
  • I verified the steps cover any possible 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 checked that screenshots or videos are included for tests on all platforms
• I included screenshots or videos for tests on all platforms
• I verified that the composer does not automatically focus or open the keyboard on mobile unless explicitly intended. This includes checking that returning the app from the background does not unexpectedly open the keyboard.
• I verified tests pass on all platforms & I tested again on:
  • Android: HybridApp
  • Android: mWeb Chrome
  • iOS: HybridApp
  • iOS: mWeb Safari
  • MacOS: Chrome / Safari
  • MacOS: Desktop
• If there are any errors in the console that are unrelated to this PR, I either fixed them (preferred) or linked to where I reported them in Slack
• I verified there are no new alerts related to the canBeMissing param for useOnyx
• I verified proper code patterns were followed (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
  • 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 verified that this PR follows the guidelines as stated in the Review Guidelines
• I verified other components that can be impacted by these changes have been tested, and I retested again (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar have been tested & I retested again)
• I verified all code is DRY (the PR doesn't include any logic written more than once, with the exception of tests)
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  • 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 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.
• For any bug fix or new feature in this PR, I verified that sufficient unit tests are included to prevent regressions in this 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.
• I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: HybridApp

Android: mWeb Chrome

iOS: HybridApp

iOS: mWeb Safari

MacOS: Chrome / Safari

MacOS: Desktop

[Ollyws]

Both #61954 and #61932 seem to be fixed, LGTM.

[chiragsalian]

Neat, @abzokhattab, looks like you have a GH action failure to address.

[abzokhattab]

Done

[chiragsalian]

LGTM and it seems to work well for me.

[OSBotify]

✋ This PR was not deployed to staging yet because QA is ongoing. It will be automatically deployed to staging after the next production release.

[github-actions]

🚀 Deployed to staging by https://github.com/chiragsalian in version: 9.1.51-0 🚀

platform	result
🖥 desktop 🖥	success ✅
🕸 web 🕸	success ✅
🤖 android 🤖	success ✅
🍎 iOS 🍎	success ✅

[github-actions]

🚀 Deployed to production by https://github.com/arosiclair in version: 9.1.51-6 🚀

platform	result
🖥 desktop 🖥	success ✅
🕸 web 🕸	success ✅
🤖 android 🤖	failure ❌
🍎 iOS 🍎	success ✅