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Update conciergeReportID to remove Onyx.connect - 33 - #97371

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Update conciergeReportID to remove Onyx.connect - 33#97371
cretadn22 wants to merge 1 commit into
Expensify:mainfrom
cretadn22:fix/66411-part-33

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Explanation of Change

Part of the incremental removal of the deprecated Onyx.connect(CONCIERGE_REPORT_ID) usage in ReportUtils (#66411). This PR threads the Concierge chat report through two remaining call chains that feed prepareOnboardingOnyxData:

  • conciergeChat is now a required field of CompleteOnboardingProps. completePaymentOnboarding accepts a new conciergeChat parameter and forwards it, threaded from payMoneyRequest, payInvoice, AddPaymentMethodMenu and BaseKYCWall (sourced with useOnyx(CONCIERGE_REPORT_ID) + the report collection key).
  • payMoneyRequest accepts a required conciergeChat, threaded from all 8 call sites. The Search chain (handleActionButtonPressgetPayActionCallback) and the search list items get it from usePaymentContext, which already subscribes to it.
  • RequestMoneyInformation.conciergeChat is a new required field, and requestMoney forwards it to the test-drive prepareOnboardingOnyxData call. Page/hook callers pass the real report; the IOUAmountSubmission/Duplicate/MoneyRequest cascades pass an explicit undefined with a Deferred: marker, consistent with their existing markers, until those cascades are migrated.

The prepareOnboardingOnyxData fallback itself stays in place until the remaining deferred callers (getGuidedSetupDataForOpenReport and the marked cascades) are threaded in follow-up PRs.

New unit tests cover both threading paths: completePaymentOnboarding forwarding conciergeChat to completeOnboarding, and the test-drive requestMoney path forwarding it to prepareOnboardingOnyxData.

Fixed Issues

$ #66411
PROPOSAL:

Tests

  1. Run npx jest tests/actions/IOUTest/PayMoneyRequestTest.ts tests/actions/IOU/RequestMoneyTest.ts and verify all tests pass
  2. Create a new account A on a workspace, invite user B via an IOU invite link
  3. As user B, pay the IOU (e.g. pay with personal bank account)
  4. Verify the invite onboarding completes and the Concierge onboarding messages are posted in the Concierge chat
  5. Verify that no errors appear in the JS console
  • Verify that no errors appear in the JS console

Offline tests

Same as tests. The onboarding data is written optimistically, so the Concierge messages should appear while offline and sync once back online.

QA Steps

  1. Create account A and send an IOU invite to a new user B
  2. As user B, open the IOU and pay it, choosing a payment method
  3. Verify onboarding completes and Concierge messages appear in the Concierge chat
  4. Verify paying an expense from the Search page (Pay button on a search row) still works
  • 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: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari

…st and requestMoney

Makes conciergeChat required in CompleteOnboardingProps and RequestMoneyInformation, and threads the
Concierge chat report from useOnyx sources through completePaymentOnboarding, payMoneyRequest and the
test-drive requestMoney path so prepareOnboardingOnyxData no longer needs the deprecated
CONCIERGE_REPORT_ID Onyx.connect fallback on these call paths (Expensify#66411).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
@cretadn22
cretadn22 requested review from a team as code owners July 29, 2026 18:50
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melvin-bot Bot requested review from DylanDylann and heyjennahay and removed request for a team July 29, 2026 18:50
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melvin-bot Bot commented Jul 29, 2026

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@DylanDylann 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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melvin-bot Bot requested review from a team and rlinoz and removed request for a team July 29, 2026 18:51
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@rlinoz 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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