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[HOLD] Bypass suggestedFollowups beta for MANAGE_TEAM + MICRO cohort#87282

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[HOLD] Bypass suggestedFollowups beta for MANAGE_TEAM + MICRO cohort#87282
marcochavezf wants to merge 3 commits intomainfrom
marco/621379-app-phase1-bypass

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@marcochavezf marcochavezf commented Apr 7, 2026

On hold for https://github.com/Expensify/Web-Expensify/pull/51917/

Explanation of Change

Phase 1 of the suggested followups rollout targets the MANAGE_TEAM + MICRO company size cohort (1-10 employees). The backend bypass is already in place (Web-Expensify #51917), but the frontend also gates on the suggestedFollowups beta before generating the bespokeWelcomeMessage parameter.

This PR adds a cohort check alongside the existing beta check: if shouldPostTasksInAdminsRoom is true (which already implies MANAGE_TEAM) and the company size is MICRO, the beta gate is bypassed. The beta still works for non-cohort users.

Deploy coordination: This PR activates the Phase 1 beta bypass on the frontend. The backend bypass is in Web-Expensify #51917. Feature activates when both PRs are deployed. Safe to merge independently — the backend bypass is a no-op without the frontend sending bespokeWelcomeMessage.

Fixed Issues

$ https://github.com/Expensify/Expensify/issues/621379

Tests

  1. Create a new account with MANAGE_TEAM engagement choice and MICRO (1-10) company size
  2. Verify that the onboarding flow generates a welcome message with follow-ups in the #admins room and skips task creation (followups path)
  3. Create a new account with MANAGE_TEAM and SMALL (11-50) company size
  4. Verify that the onboarding flow generates onboarding tasks normally in the #admins room (current path)
  • Verify that no errors appear in the JS console

Offline tests

N/A — onboarding data is generated optimistically on the client side and queued for server sync. Offline behavior is unchanged by this PR.

QA Steps

  1. Create a new account selecting MANAGE_TEAM and company size 1-10
  2. Verify the admins chat shows the bespoke welcome message with followups (not task-based onboarding)
  3. Create a new account selecting MANAGE_TEAM and company size 11-50 (without beta)
  4. Verify the admins chat shows task-based onboarding
  • 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)
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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)
    • 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
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  • 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.
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  • 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.
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    • 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.
  • 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

N/A — logic-only change, no UI modifications

Android: mWeb Chrome

N/A — logic-only change, no UI modifications

iOS: Native

N/A — logic-only change, no UI modifications

iOS: mWeb Safari

N/A — logic-only change, no UI modifications

MacOS: Chrome / Safari

Bespoke welcome message with follow-ups (manage my team's expenses + 1-10 company size)

Screenshot 2026-04-08 at 2 02 11 p m Screenshot 2026-04-08 at 2 02 47 p m

Onboarding task (other variants)

Screenshot 2026-04-08 at 12 11 49 p m

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
The test for "without suggestedFollowups beta" was using MICRO
company size, but our change makes MICRO + MANAGE_TEAM users
bypass the beta gate. Changed to SMALL so the test still validates
the beta gate for non-cohort users.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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codecov bot commented Apr 7, 2026

Codecov Report

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

Files with missing lines Coverage Δ
src/libs/ReportUtils.ts 80.68% <100.00%> (+0.04%) ⬆️
... and 9 files with indirect coverage changes

@marcochavezf marcochavezf changed the title Phase 1: bypass suggestedFollowups beta for MANAGE_TEAM + MICRO cohort [HOLD] Bypass suggestedFollowups beta for MANAGE_TEAM + MICRO cohort Apr 8, 2026
@marcochavezf marcochavezf marked this pull request as ready for review April 8, 2026 20:10
@marcochavezf marcochavezf requested review from a team as code owners April 8, 2026 20:10
@melvin-bot melvin-bot bot requested review from ahmedGaber93 and flaviadefaria and removed request for a team April 8, 2026 20:10
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melvin-bot bot commented Apr 8, 2026

@ahmedGaber93 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]

@melvin-bot melvin-bot bot removed the request for review from a team April 8, 2026 20:10
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// handles gating via NVP, so all MICRO users get followups without needing the beta flag.
const isPhase1Cohort = companySize === CONST.ONBOARDING_COMPANY_SIZE.MICRO;
// When posting to admins room and the user is in the suggestedFollowups beta (or Phase 1 cohort), we skip tasks in favor of backend-generated followups.
const shouldUseFollowupsInsteadOfTasks = shouldPostTasksInAdminsRoom && (Permissions.isBetaEnabled(CONST.BETAS.SUGGESTED_FOLLOWUPS, betas, betaConfiguration) || isPhase1Cohort);
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P1 Badge Keep task generation for MICRO in CreateWorkspace flow

This new || isPhase1Cohort branch makes prepareOnboardingOnyxData() skip tasks for all MANAGE_TEAM + MICRO users, but the createWorkspace path still only forwards guidedSetupData (see src/libs/actions/Policy/Policy.ts around buildPolicyData) and has no way to send bespokeWelcomeMessage / optimisticConciergeReportActionID (not present in CreateWorkspaceParams). In flows that rely on createWorkspace to apply onboarding (without a subsequent completeOnboarding call), this change turns the previous task payload into an empty guidedSetupData, so the server can create neither tasks nor followups and onboarding messages are not persisted correctly.

Useful? React with 👍 / 👎.

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