[Due for payment 2026-04-02] Release 1 (FE): Auto-create workspace for Track signups during onboarding

[MelvinBot]

Parent issue: https://github.com/Expensify/Expensify/issues/601472

Problem

Track users who sign up and skip the optional workspace creation step (~67%) end up without a workspace, categories, or reports — all of which are required for the Track use case.

Currently, PERSONAL_SPEND users go through three optional screens (OnboardingWorkspaceOptional → OnboardingWorkspaceConfirmation → OnboardingWorkspaceInvite), and most skip the first screen, resulting in no workspace being created.

Solution

For PERSONAL_SPEND users, skip all three optional onboarding screens and silently auto-create a workspace during the OnboardingPersonalDetails step.

Changes needed

File: src/pages/OnboardingPersonalDetails/BaseOnboardingPersonalDetails.tsx (around lines 126-128)

Currently:

if (onboardingPurposeSelected === CONST.ONBOARDING_CHOICES.PERSONAL_SPEND) → navigate to ONBOARDING_WORKSPACE

Change to:

1. Call createWorkspace() directly with:
   • policyName: "{user's first name}'s Workspace" (using the name just entered on this screen)
   • engagementChoice: CONST.ONBOARDING_CHOICES.TRACK_WORKSPACE
   • skipGuideAssignment: true
2. Call completeOnboarding() with the new policyID and engagementChoice='newDotTrackWorkspace'
3. Navigate to the final onboarding completion route (skip workspace naming and invite screens entirely)

What this achieves

Every PERSONAL_SPEND user automatically gets a fully configured workspace:

Feature	Setting
Workspace name	"{user}'s Workspace"
Workspace type	TYPE_TEAM (Collect)
Categories	Enabled
Workflows	Enabled
Distance tracking	Enabled
Submissions	Enabled, frequency = manual
Approvals	Disabled (OPTIONAL mode)
Reimbursement	Disabled
Free trial	30-day
Guide assignment	Skipped

Note: The workspace default configuration (distance tracking, manual submissions, etc.) is handled Auth-side in configureTrackWorkspaceDefaults() as part of the parent issue. This App issue only covers the client-side onboarding flow change.

What's explicitly excluded

• No guide assignment for the auto-created workspace
• No retroactive backfill for historical Track users
• No workspace naming/invite UI — workspace is silently created with default name

Issue Owner

Current Issue Owner: @jayeshmangwani

[jayeshmangwani]

@MelvinBot implement this to create a draft PR

[MelvinBot]

🤖 Draft PR created: #85330
Please mark it as "Ready for review" when it is ready for review.

[melvin-bot]

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