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Release 1 (FE): Auto-create workspace for Track signups during onboarding #85228

@MelvinBot

Description

@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 (OnboardingWorkspaceOptionalOnboardingWorkspaceConfirmationOnboardingWorkspaceInvite), 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 OwnerCurrent Issue Owner: @jayeshmangwani

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