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[NoQA] Show the TestDrive demo to users if they migrated from Classic#67348

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danieldoglas merged 15 commits intoExpensify:mainfrom
callstack-internal:bugfix/start-test-drive-migrated-accounts
Aug 6, 2025
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[NoQA] Show the TestDrive demo to users if they migrated from Classic#67348
danieldoglas merged 15 commits intoExpensify:mainfrom
callstack-internal:bugfix/start-test-drive-migrated-accounts

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@fabioh8010 fabioh8010 commented Jul 29, 2025

Explanation of Change

Slack thread: https://expensify.slack.com/archives/C07HPDRELLD/p1753694192775019

Fixed Issues

$ #67447
PROPOSAL:

Tests

  1. Login with a new account in NewDot
  2. Go to Account -> Switch to Expensify Classic
  3. In OldDot, run NVP.set('introSelected', null); in the Web Console to remove the user's introSelected data.
  4. Run JSON.stringify(NVP.get('tryNewDot')) to get the user's tryNewDot NVP data.
  5. Add "nudgeMigration": {"timestamp": "2025-06-20T13:53:07.597Z"} to this data and set to the user again with NVP.set('tryNewDot', <nvp_data>);, where <nvp_data> is the JSON data you just edited. For example:
    NVP.set('tryNewDot',{
        "classicRedirect": {
            "completedHybridAppOnboarding": true,
            "dismissed": true,
            "dismissedReasons": [
                {
                    "reason": "featureNotAvailable - 1",
                    "timestamp": "2025-07-29 18:34:45.269"
                }
            ],
            "timestamp": "2025-07-29 18:34:45.269"
        },
        "nudgeMigration": {
            "timestamp": "2025-06-20T13:53:07.597Z"
        }
    });
  6. Go back to NewDot, assert you see the migrated user welcome modal.
  7. Go to FAB and click the Take a 2-minute test drive option. Assert you see the Employee demo if you are not the Admin of an Workspace, or the Admin demo if you are the Admin of an Workspace.

NOTES:

  1. To test in Android/iOS, my advice is to do Steps 1-5 in the browser, and 6-7 in the native app.
  2. Since we are using an unconventional flow to test the migrated user (NewDot account -> Classic -> NewDot again), we'll have the Test Drive task in Concierge because the account was created in NewDot. You can safely ignore this use case because this won't happen in the normal situation (OldDot user -> Migrate to NewDot).
  • Verify that no errors appear in the JS console

Offline tests

N/A

QA Steps

N/A

  • 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
    • MacOS: Desktop
  • 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)
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    • 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
      • 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:
    • 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)
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  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
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    • A similar style doesn't already exist
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  • 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.
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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

Admin demo

Screen.Recording.2025-07-30.at.18.33.38-compressed.mov
Android: mWeb Chrome

Admin demo

Screen.Recording.2025-07-30.at.18.40.32-compressed.mov
iOS: Native

Employee demo

Screen.Recording.2025-07-30.at.18.51.55-compressed.mov
iOS: mWeb Safari

Employee demo

Screen.Recording.2025-07-30.at.18.56.53-compressed.mov
MacOS: Chrome / Safari

Admin demo

Screen.Recording.2025-07-30.at.19.02.23-compressed.mov

Employee demo

Screen.Recording.2025-07-30.at.19.07.02-compressed.mov
MacOS: Desktop

Admin demo

Screen.Recording.2025-07-30.at.19.11.54-compressed.mov

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We have some other calls to the test drive route, do we need to check those out too?

InteractionManager.runAfterInteractions(() => {
Navigation.navigate(ROUTES.TEST_DRIVE_MODAL_ROOT.route);
});

App/src/libs/ReportUtils.ts

Lines 10145 to 10152 in cbe1f49

let testDriveURL: string;
if (([CONST.ONBOARDING_CHOICES.MANAGE_TEAM, CONST.ONBOARDING_CHOICES.TEST_DRIVE_RECEIVER, CONST.ONBOARDING_CHOICES.TRACK_WORKSPACE] as OnboardingPurpose[]).includes(engagementChoice)) {
testDriveURL = ROUTES.TEST_DRIVE_DEMO_ROOT;
} else if (introSelected?.choice === CONST.ONBOARDING_CHOICES.SUBMIT && introSelected.inviteType === CONST.ONBOARDING_INVITE_TYPES.WORKSPACE) {
testDriveURL = ROUTES.TEST_DRIVE_DEMO_ROOT;
} else {
testDriveURL = ROUTES.TEST_DRIVE_MODAL_ROOT.route;
}

// We're using Navigation.isNavigationReady here because without it, on iOS,
// Navigation.dismissModal runs after Navigation.navigate(ROUTES.TEST_DRIVE_MODAL_ROOT.route)
// And dismisses the modal before it even shows
Navigation.isNavigationReady().then(() => {
Navigation.navigate(ROUTES.TEST_DRIVE_MODAL_ROOT.route);
});

@fabioh8010 fabioh8010 changed the title Show the TestDrive demo to users if they migrated from Classic [WIP] Show the TestDrive demo to users if they migrated from Classic Jul 30, 2025
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We have some other calls to the test drive route, do we need to check those out too?

InteractionManager.runAfterInteractions(() => {
Navigation.navigate(ROUTES.TEST_DRIVE_MODAL_ROOT.route);
});

App/src/libs/ReportUtils.ts

Lines 10145 to 10152 in cbe1f49

let testDriveURL: string;
if (([CONST.ONBOARDING_CHOICES.MANAGE_TEAM, CONST.ONBOARDING_CHOICES.TEST_DRIVE_RECEIVER, CONST.ONBOARDING_CHOICES.TRACK_WORKSPACE] as OnboardingPurpose[]).includes(engagementChoice)) {
testDriveURL = ROUTES.TEST_DRIVE_DEMO_ROOT;
} else if (introSelected?.choice === CONST.ONBOARDING_CHOICES.SUBMIT && introSelected.inviteType === CONST.ONBOARDING_INVITE_TYPES.WORKSPACE) {
testDriveURL = ROUTES.TEST_DRIVE_DEMO_ROOT;
} else {
testDriveURL = ROUTES.TEST_DRIVE_MODAL_ROOT.route;
}

// We're using Navigation.isNavigationReady here because without it, on iOS,
// Navigation.dismissModal runs after Navigation.navigate(ROUTES.TEST_DRIVE_MODAL_ROOT.route)
// And dismisses the modal before it even shows
Navigation.isNavigationReady().then(() => {
Navigation.navigate(ROUTES.TEST_DRIVE_MODAL_ROOT.route);
});

From my tests the migrated user doesn't pass through the onboarding flow, so we don't need to check these.

@fabioh8010 fabioh8010 changed the title [WIP] Show the TestDrive demo to users if they migrated from Classic [NoQA] Show the TestDrive demo to users if they migrated from Classic Jul 30, 2025
@fabioh8010 fabioh8010 requested a review from danieldoglas July 30, 2025 18:23
@fabioh8010 fabioh8010 marked this pull request as ready for review July 30, 2025 18:23
@fabioh8010 fabioh8010 requested a review from a team as a code owner July 30, 2025 18:23
@melvin-bot melvin-bot bot requested review from mollfpr and removed request for a team July 30, 2025 18:24
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melvin-bot bot commented Jul 30, 2025

@mollfpr 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]

@parasharrajat
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testing...

@parasharrajat
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Testing it again now.

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Thanks for waiting. We had a dev server issue earlier, which has been resolved now. I will try to prioritize this asap.

@danieldoglas
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@parasharrajat let's please move this one forward ASAP.

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Yes. I will have updates coming shortly.

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BUG: IOS SAFARI: Double-migrated user modal. It animates twice while hiding.

BUG: Also, clicking near the Let's go button on the modal hides it.

02.08.2025_02.20.16_REC.mp4

@danieldoglas
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Is that also happening on main?

@parasharrajat
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@danieldoglas is there a way to create an account on oldDot and remain on oldDot after account creation?

@parasharrajat
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Is that also happening on main?

Need to check that. Looking.

@parasharrajat
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It's not a glitch. I can reproduce everyone only on this PR.

02.08.2025_02.54.22_REC.mp4

@fabioh8010
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Tested here and seems to happen only in this PR, looking for a fix.

@fabioh8010
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Although I dont understand why this would happen as my PR is not touching the part responsible for showing the modal, maybe my test steps/scenario is wrong.. investigating it.

@fabioh8010
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fabioh8010 commented Aug 4, 2025

@parasharrajat Actually I was able to reproduce on main (dev) now, this part is being executed twice and thus making two modals appear

if (hasBeenAddedToNudgeMigration && !isProductTrainingElementDismissed('migratedUserWelcomeModal', dismissedProductTraining)) {
const defaultCannedQuery = buildCannedSearchQuery();
const query = defaultCannedQuery;
Navigation.navigate(ROUTES.SEARCH_ROOT.getRoute({query}));
Navigation.navigate(ROUTES.MIGRATED_USER_WELCOME_MODAL.getRoute(true));
return;
}

Screen.Recording.2025-08-04.at.14.53.31.mov

I think there's something wrong with the test steps that is producing a invalid user's state. @danieldoglas Could you confirm if a migrated user from Classic have the exact structure for this NVP?

NVP.set('tryNewDot',{
    "classicRedirect": {
        "completedHybridAppOnboarding": true,
        "dismissed": true,
        "dismissedReasons": [
            {
                "reason": "featureNotAvailable - 1",
                "timestamp": "2025-07-29 18:34:45.269"
            }
        ],
        "timestamp": "2025-07-29 18:34:45.269"
    },
    "nudgeMigration": {
        "timestamp": "2025-06-20T13:53:07.597Z"
    }
});

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Yeah, this is a tricky case to test, as we have to manipulate the data for testing. We can't replicate a real migrated user, as after login, oldDot forwards the user to newDot for onboarding.

@danieldoglas
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@parasharrajat what are we missing to finish this here?

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There is an issue reported above #67348 (comment). I am waiting on resoluton on that.

@parasharrajat
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Here is the continued discussion #67348 (comment)

@fabioh8010
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I discussed with @danieldoglas and we think this bug was already on main for some time now, and we agreed to investigate it and try to fix in this PR.

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Ok, Thanks for the update. Please let me know when it is ready for another review.

@fabioh8010
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@parasharrajat Could you test it again? It should be fixed now.

@fabioh8010
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There is one TS error, looking

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Screenshots

🔲 iOS / native

02.08.2025_02.07.57_REC.mp4

🔲 iOS / Safari

06.08.2025_23.08.59_REC.mp4

🔲 MacOS / Desktop

02.08.2025_01.45.38_REC.mp4

🔲 MacOS / Chrome

02.08.2025_01.38.46_REC.mp4

🔲 Android / Chrome

02.08.2025_01.57.41_REC.mp4

🔲 Android / native

02.08.2025_01.57.41_REC.mp4

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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
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    • 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
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  • I verified tests pass on all platforms & I tested again on:
    • Android: Native
    • Android: mWeb Chrome
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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.
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🎀 👀 🎀 C+ reviewed

@danieldoglas danieldoglas merged commit 99e0888 into Expensify:main Aug 6, 2025
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OSBotify commented Aug 6, 2025

✋ 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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github-actions bot commented Aug 6, 2025

🚀 Deployed to staging by https://github.com/danieldoglas in version: 9.1.90-0 🚀

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

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github-actions bot commented Aug 8, 2025

🚀 Deployed to production by https://github.com/jasperhuangg in version: 9.1.90-11 🚀

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

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