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migrate WORKSPACE_DOWNGRADE - #97307

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mjasikowski merged 6 commits into
Expensify:mainfrom
huult:83831-migrate-workspace-downgrade
Aug 3, 2026
Merged

migrate WORKSPACE_DOWNGRADE#97307
mjasikowski merged 6 commits into
Expensify:mainfrom
huult:83831-migrate-workspace-downgrade

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@huult

@huult huult commented Jul 29, 2026

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Explanation of Change

Fixed Issues

$ #83831
PROPOSAL:

Tests

Same QA step

  • Verify that no errors appear in the JS console

Offline tests

QA Steps

Preconditions:

  • Have a workspace on the Control plan.
  1. Open the Expensify app.
  2. Go to Workspace > Overview > Plan type.
  3. Select Collect, then click Save.
  4. Verify that the Workspace Downgrade page opens correctly and that you can navigate back normally.
  • 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 verified there are no new alerts related to the canBeMissing param for useOnyx
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      • 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:
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    • 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)
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  • 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
Screen.Recording.2026-07-29.at.13.21.44.mov

@huult
huult requested review from a team as code owners July 29, 2026 06:23
@melvin-bot
melvin-bot Bot requested review from flaviadefaria and suneox and removed request for a team July 29, 2026 06:23
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melvin-bot Bot commented Jul 29, 2026

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@suneox 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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Codecov Report

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

Files with missing lines Coverage Δ
src/SCREENS.ts 100.00% <ø> (ø)
src/libs/Navigation/linkingConfig/OldRoutes.ts 100.00% <ø> (ø)
src/libs/Navigation/linkingConfig/config.ts 66.66% <ø> (ø)
...scriptionPlan/SubscriptionPlanCardActionButton.tsx 0.00% <ø> (ø)
...workspace/DynamicWorkspaceOverviewPlanTypePage.tsx 0.00% <ø> (ø)
src/ROUTES.ts 22.65% <0.00%> (ø)
...gation/AppNavigator/ModalStackNavigators/index.tsx 6.42% <0.00%> (ø)
...kspace/downgrade/DynamicWorkspaceDowngradePage.tsx 0.00% <0.00%> (ø)
... and 10 files with indirect coverage changes

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Comment thread src/ROUTES.ts
@suneox

suneox commented Jul 29, 2026

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Manual test cases base on current code change


DYNAMIC_ROUTES.WORKSPACE_DOWNGRADEDowngrade workspace from Control → Collect (Team)

Precondition (shared): test account owns at least one Control plan workspace (guard canModifyPlan; otherwise NotFoundPage renders). The Downgrade page is an RHP modal.


Case 1.1 — Workspace Overview → Plan type → Collect → downgrade (policyID from base path)

Target: DynamicWorkspaceOverviewPlanTypePage.tsx:125

Precondition: user owns one Control workspace (this is the PR's QA flow).

Steps:

  1. Open the app and log in (owner of one Control workspace).
  2. Go to Workspaces → select the Control workspace → Overview.
  3. Tap Plan type.
  4. Select Collect, then tap Save.
  5. Verify the Workspace Downgrade page opens (RHP), URL suffix .../overview/plan/downgrade.
  6. Verify the downgrade content renders (not NotFoundPage) → policyID resolved from the base path (no query param at this call site).

Expected: Downgrade page opens correctly with valid workspace policyID.


Case 1.2 — Settings → Subscription → plan card → downgrade (policyID via query param)

Target: SubscriptionPlanCardActionButton.tsx:85

Precondition: user owns one Control workspace; on the Subscription screen. Call site passes policy?.id → URL carries ?policyID=<id>.

Steps:

  1. Open the app and log in.
  2. Go to Settings → Subscription.
  3. On the plan card (or the Compare plans modal), tap the action button that leads to downgrade (Collect/Team).
  4. Verify the Workspace Downgrade page opens (RHP), URL .../subscription/downgrade?policyID=<id>.
  5. Verify the page shows the workspace matching policyID (not NotFoundPage) → query param passed correctly.

Expected: Downgrade page opens with the correct policyID from the query param.


Case 1.3 — Policy-less downgrade → "Go to Workspaces" button (!policyID branch)

Target: DowngradeIntro.tsx:114

Precondition: reach the downgrade page without a policyID (!policyID branch) — e.g. from Subscription when policy?.id is undefined. Shows the multi-workspace note + a Go to Workspaces button.

Steps:

  1. Reach the downgrade page in the no-policyID state.
  2. Verify the UI shows the multi-workspace note + Go to Workspaces button.
  3. Tap Go to Workspaces.
  4. Verify navigation to the Workspaces list (forceReplace).
  5. Go back → verify it returns to the base path (suffix downgrade stripped, does not fall back to Home).

Expected: Button works; back path is correct (subscription/base, not Home).


Case 1.4 — Legacy deep-link redirect (OldRoutes backward-compat)

Target: OldRoutes.ts (downgrade entries) — tests in getMatchingNewRouteTest.ts

Precondition: logged in. Paste the legacy URL directly into the address bar (web) or open it as a deep-link.

Steps (run each legacy URL, verify the redirect):

  1. /workspaces/<policyID>/downgrade/ → redirects to /workspaces/<policyID>/overview/plan/downgrade?policyID=<policyID> → downgrade page opens, policyID preserved.
  2. /workspaces/<policyID>/downgrade (no trailing slash) → redirects to the same as (1).
  3. /workspaces/downgrade (policy-less) → redirects to /settings/subscription/downgrade → downgrade page (policy-less).
  4. Verify the new routes are NOT redirected again: open /workspaces/<id>/overview/plan/downgrade and /settings/subscription/downgrade → stay as-is, no loop.

Expected: all three legacy links redirect to the correct new destination (policyID kept in path/query); new routes have no false-positive.


Case 1.5 — Back nav & refresh restore stack

Target: DynamicWorkspaceDowngradePage goBack + useDynamicBackPath

Precondition: on the downgrade page (from Case 1.1 or 1.2).

Steps:

  1. On the downgrade page (before downgrading), tap the header back arrow.
  2. Verify it returns to the correct entry screen (plan page or subscription), URL suffix downgrade removed.
  3. Cold refresh a URL with the suffix .../overview/plan/downgrade → verify the stack restores correctly (entry screen below, downgrade modal above), no /not-found.
  4. Cold refresh /settings/subscription/downgrade → verify it restores correctly under Subscription.

Expected: back returns to the correct base; refresh restores the full stack (thanks to the goBack(backPath) fallback + entryScreens).


@huult

huult commented Jul 30, 2026

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You can review this PR. The failing tests are unrelated to the changes in this PR.

@suneox

suneox commented Jul 30, 2026

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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
  • 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 proper code patterns were followed (see Reviewing the code)
    • 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 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)
  • 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)
  • If a new component is created I verified that:
    • A similar component doesn't exist in the codebase
    • All props are defined accurately
    • The component has a clear name that is non-ambiguous and the purpose of the component can be inferred from the name alone
    • The only data being stored in the state is data necessary for rendering and nothing else
    • The component has the minimum amount of code necessary for its purpose, and it is broken down into smaller components in order to separate concerns and functions
  • 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 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.
  • 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
DYNAMIC_ROUTES.WORKSPACE_DOWNGRADEDowngrade workspace from Control → Collect (Team)
CleanShot.2026-07-30.at.12.56.22.1.mp4

Case 1.1 — Workspace Overview → Plan type → Collect → downgrade (policyID from base path)

1 1-1-before-overview-plan-type-dialog 1 1-2-entry-downgrade-modal-directnav 1 1-2-entry-dynamic-downgrade-page 1 1-3-after-back-overview-plan-base

Case 1.2 — Settings → Subscription → plan card → downgrade (policyID via query param)

1 2-1-before-subscription-plan-card 1 2-2-entry-subscription-downgrade-query-policyid 1 2-3-after-back-subscription-base

Case 1.3 — Policy-less downgrade → "Go to Workspaces" button (!policyID branch)

1 3-1-before-subscription-root 1 3-2-entry-policy-less-go-to-workspaces 1 3-3-after-submit-workspaces-list

Case 1.4 — Legacy deep-link redirect (OldRoutes backward-compat)

1 4 1-1-before-legacy-with-slash-oldurl 1 4 1-2-entry-legacy-with-slash-redirected 1 4 2-1-before-legacy-no-slash-oldurl 1 4 2-2-entry-legacy-no-slash-redirected 1 4 3-1-before-legacy-policy-less-oldurl 1 4 3-2-entry-legacy-policy-less-redirected 1 4 4-1-before-new-route-overview-stays 1 4 4-2-entry-new-route-subscription-stays

Case 1.5 — Back nav & refresh restore stack

1 5 1-1-before-overview-plan-before-reload 1 5 1-2-entry-overview-plan-after-refresh 1 5 2-1-before-subscription-before-reload 1 5 2-2-entry-subscription-after-refresh

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LGTM. The unit test is still failing on the latest main

@melvin-bot
melvin-bot Bot requested a review from mjasikowski July 30, 2026 06:22
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@huult merge main and we'll be good to go

@huult

huult commented Jul 30, 2026

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done

@huult

huult commented Aug 3, 2026

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cc @mjasikowski

@mjasikowski
mjasikowski merged commit 5f1f586 into Expensify:main Aug 3, 2026
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github-actions Bot commented Aug 3, 2026

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🚧 mjasikowski has triggered a test Expensify/App build. You can view the workflow run here.

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OSBotify commented Aug 3, 2026

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

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4 participants