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Fix admin invite onboarding task#91950

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KJ21-ENG wants to merge 3 commits into
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KJ21-ENG:KJ21-ENG/90933-admin-invite-onboarding-v3
Open

Fix admin invite onboarding task#91950
KJ21-ENG wants to merge 3 commits into
Expensify:mainfrom
KJ21-ENG:KJ21-ENG/90933-admin-invite-onboarding-v3

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@KJ21-ENG KJ21-ENG commented May 28, 2026

Explanation of Change

This PR fixes the invite onboarding flow for workspace admin invites when the invited user has already completed the regular guided setup flow.

Previously, getGuidedSetupDataForOpenReport returned early when hasCompletedGuidedSetupFlow was already true, so the pending admin invite onboarding task was not queued and the concierge chat did not show the Review your workspace settings step. The updated logic allows supported pending invite onboarding choices to run even when regular guided setup has already been completed, while still blocking completed invite onboarding and duplicate queued setup.

This also waits for the corrected invite onboarding state before opening the report from the inbox route, so invite choice / inviteType values loaded during app startup can trigger the guided setup flow.

Fixed Issues

$ #90933
PROPOSAL: #90933 (comment)

Tests

  1. Sign in with an account that has already completed the regular guided setup flow.
  2. Send that account a workspace admin invite.
  3. Open the invite flow / inbox report for that workspace invite.
  4. Verify the concierge guided setup chat opens and includes the Review your workspace settings task.
  5. Complete the invite onboarding flow.
  6. Reload the app and open the same report again.
  7. Verify the invite onboarding flow is not queued again after it has been completed.
  • Verify that no errors appear in the JS console

Targeted checks run locally:

  1. npx prettier --write src/libs/OnboardingUtils.ts src/libs/actions/Report/index.ts src/pages/inbox/ReportFetchHandler.tsx tests/actions/ReportTest.ts
  2. npm test -- tests/actions/ReportTest.ts --runInBand -t getGuidedSetupDataForOpenReport
  3. npx eslint --cache --cache-location=node_modules/.cache/eslint --cache-strategy content --quiet --concurrency=auto --no-warn-ignored src/libs/OnboardingUtils.ts src/libs/actions/Report/index.ts src/pages/inbox/ReportFetchHandler.tsx tests/actions/ReportTest.ts
  4. npm run react-compiler-compliance-check check src/pages/inbox/ReportFetchHandler.tsx src/libs/OnboardingUtils.ts src/libs/actions/Report/index.ts tests/actions/ReportTest.ts
  5. git diff --check

Follow-up cleanup checks run locally after addressing review comments:

  1. npx prettier --write src/libs/OnboardingUtils.ts src/libs/actions/Report/index.ts
  2. npm test -- tests/actions/ReportTest.ts --runInBand -t getGuidedSetupDataForOpenReport
  3. npm run react-compiler-compliance-check check src/libs/OnboardingUtils.ts src/libs/actions/Report/index.ts
  4. git diff --check -- src/libs/OnboardingUtils.ts src/libs/actions/Report/index.ts
  5. npx eslint --no-cache --quiet --no-warn-ignored src/libs/OnboardingUtils.ts src/libs/actions/Report/index.ts

npm run typecheck-tsgo was also run and failed only on existing unrelated errors in VictoryChartBarGroup.tsx, MapView/utils.ts, and ConvertGpsPointsTo2DArray.ts.

Offline tests

N/A - this change does not add new offline behavior or network handling. It only changes when pending invite onboarding is allowed to queue after app state loads.

QA Steps

Same as Tests.

  • 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
    • 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.native.mov
Android: mWeb Chrome
android.mweb.mov
iOS: Native
ios.native.mov
iOS: mWeb Safari
ios.mweb.mov
MacOS: Chrome / Safari
mac.desktop.chrome.mp4

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codecov Bot commented May 28, 2026

Codecov Report

✅ Changes either increased or maintained existing code coverage, great job!

Files with missing lines Coverage Δ
src/libs/OnboardingUtils.ts 100.00% <100.00%> (ø)
src/libs/actions/Report/index.ts 69.36% <100.00%> (ø)
src/pages/inbox/ReportFetchHandler.tsx 88.46% <80.00%> (+2.18%) ⬆️
... and 24 files with indirect coverage changes

@KJ21-ENG KJ21-ENG changed the title [WIP] Fix admin invite onboarding task Fix admin invite onboarding task May 28, 2026
@KJ21-ENG KJ21-ENG marked this pull request as ready for review May 28, 2026 11:55
@KJ21-ENG KJ21-ENG requested review from a team as code owners May 28, 2026 11:55
@melvin-bot melvin-bot Bot requested review from cretadn22 and heyjennahay and removed request for a team and heyjennahay May 28, 2026 11:55
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melvin-bot Bot commented May 28, 2026

@cretadn22 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]

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Comment thread src/pages/inbox/ReportFetchHandler.tsx Outdated
@KJ21-ENG
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@cretadn22 Kind bump here. Thanks

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