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Use the default circle shape for the onboarding accounting radio buttons - #102477

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roryabraham merged 1 commit into
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claude-onboardingAccountingRadioShape
Sep 30, 2026
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roryabraham merged 1 commit into
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claude-onboardingAccountingRadioShape

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@MelvinBot

@MelvinBot MelvinBot commented Sep 28, 2026 •

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Explanation of Change

Update the accounting software options and switch to a tile layout passed containerBorderRadius={variables.componentBorderRadiusSmall} to the RadioButton on each accounting tile. SelectionButton shows radio vs. checkbox only through the border radius, so the single-select radios looked like square checkboxes. That breaks the single-select vs. multi-select convention from Consistent checkboxes and radio buttons UI.

This PR removes the override so the tiles use the default circular radio shape. Behavior and accessibility role (radio) are unchanged.

Automated checks run by MelvinBot: npm run lint-changed, npm run typecheck, React Compiler compliance check on the changed file, and tests/ui/OnboardingAccountingAndInterestedFeatures.tsx (10/10 passed). A web browser check on the dev build confirmed round radio indicators and single selection:

Accounting step with round radio indicators QuickBooks Online selected with round checkmark Xero selected, QuickBooks Online deselected

Fixed Issues

$ #102469
PROPOSAL: #102469 (comment)

Tests

// TODO: The human co-author must fill out the tests you ran before marking this PR as "ready for review"
// Please describe what tests you performed that validates your changed worked.

  • Verify that no errors appear in the JS console

Offline tests

QA Steps

// TODO: The human co-author must fill out the QA tests you ran before marking this PR as "ready for review".
// Please describe what QA needs to do to validate your changes and what areas do they need to test for regressions.

  • 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
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    • 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)
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Screenshots/Videos

Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari

Co-authored-by: Marco Chávez <marcochavezf@users.noreply.github.com>
@MelvinBot

MelvinBot commented Sep 28, 2026 •

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🤖 Android test steps verification results: ❌ fail

I couldn't run the test steps on Android. The test account had already finished onboarding, so the app opened on Home. The "Do you use any accounting software?" step only appears for accounts that haven't finished onboarding. No step was checked, so this result says nothing about the fix itself.
Home screen shown instead of onboarding purpose screen

Step Status
The onboarding purpose screen appears and "Manage my team's expenses" can be selected.The app opened on Home ("Good evening, Tester.") instead of the onboarding purpose screen. The CI session setup had already completed onboarding for this account.
Home screen shown instead of onboarding purpose screen
❌
The "Do you use any accounting software?" step is reached and shows the accounting tiles.Not reached. Once onboarding is complete, the app sends any onboarding route back to Home.
❌
Each accounting tile shows a round (circular) radio indicator, not a square checkbox.Not reached. The accounting tiles never appeared.
❌
Selecting one tile (for example, QuickBooks Online) shows a round selected indicator.Not reached.
❌
Selecting a different tile (for example, Xero) selects it and deselects the previous one.Not reached.
❌

To test this on Android, rerun with a fresh account that hasn't finished onboarding. The PR's Tests section is still empty, so I used the steps to reproduce from the linked issue.


view run · view recording

@MelvinBot

MelvinBot commented Sep 28, 2026 •

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🤖 Web test steps verification results: ⚠️ partial

The onboarding purpose step passed, but the test never reached the "Do you use any accounting software?" step. On the "What features are you interested in?" step, the tester clicked the Accounting option, which is already selected by default, and turned it off. Onboarding then finished without showing the accounting step. This was a test-run mistake, not an App bug, so the round radio indicators are still unverified.
Account landed on Home screen, having skipped the accounting software step

Step Status
The onboarding purpose screen appears and "Manage my team's expenses" can be selected."What do you want to do today?" showed a "Manage my team's expenses" option. Selecting it moved on to "How many employees do you have?".
Onboarding purpose screen with Manage my team's expenses option
✅
The "Do you use any accounting software?" step is reached and shows the accounting tiles.Not reached. The tester turned off the preselected Accounting option on "What features are you interested in?". With Accounting off, onboarding skips the accounting step and goes to Home.
Account landed on Home screen, having skipped the accounting software step
❌
Each accounting tile shows a round (circular) radio indicator, not a square checkbox.Not reached. The accounting tiles never appeared.
❌
Selecting one tile (for example, QuickBooks Online) shows a round selected indicator on that tile.Not reached.
❌
Selecting a different tile (for example, Xero) selects it and deselects the previous one.Not reached.
❌
No errors appear in the JS console during the flow.Not confirmed. The web test tool can't read the console. No error banners appeared on screen.
❌

To finish this check, rerun it with a fresh account and leave the Accounting option selected. The PR's Tests section is still empty, so I used the steps to reproduce from the linked issue.


view run · view recording

@marcochavezf
marcochavezf marked this pull request as ready for review September 29, 2026 03:12
@marcochavezf
marcochavezf requested a review from a team as a code owner September 29, 2026 03:12
@melvin-bot
melvin-bot Bot requested review from mkhutornyi and trjExpensify and removed request for a team September 29, 2026 03:13
@melvin-bot

melvin-bot Bot commented Sep 29, 2026

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@mkhutornyi 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 removed the request for review from a team September 29, 2026 03:13
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🚧 marcochavezf has triggered a test Expensify/App build. You can view the workflow run here.

@mkhutornyi

mkhutornyi commented Sep 29, 2026 •

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I don't think this PR is needed.
Checkbox style was intentional by design

Mock in OP:

image

cc: @Expensify/design

@dubielzyk-expensify

dubielzyk-expensify commented Sep 29, 2026 •

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Isn't this mostly a question about whether you can select multiple or not? If multiple, then use square checkbox, if single option, then use round radio. I believe you can only select one though so I think this is fine!? @dylanexpensify to confirm.

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@mkhutornyi

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We can only select one.
Btw any reason for using checkbox in mock design? Just you assumed multi selectable?

@dubielzyk-expensify

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Btw any reason for using checkbox in mock design? Just you assumed multi selectable?

I think it was just a mock bug that got carried over and we didn't notice. If you can only select one then using the radio buttons is correct 👍

@mkhutornyi

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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
  • 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.
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    • Android: HybridApp
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    • iOS: HybridApp
    • iOS: mWeb Safari
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Screenshots/Videos

Android: HybridApp
Android: mWeb Chrome
iOS: HybridApp
iOS: mWeb Safari
MacOS: Chrome / Safari
Screen.Recording.2026-09-29.at.4.58.59.AM.mov

@dylanexpensify

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Isn't this mostly a question about whether you can select multiple or not? If multiple, then use square checkbox, if single option, then use round radio. I believe you can only select one though so I think this is fine!? @dylanexpensify to confirm.

Ah yes, only one to select!

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LGTM. CC: @Expensify/design

@dannymcclain

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Looking good to me too 👍

@dubielzyk-expensify

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Same. Send it!

@roryabraham
roryabraham merged commit e0bb2f3 into main Sep 30, 2026
50 of 53 checks passed
@roryabraham
roryabraham deleted the claude-onboardingAccountingRadioShape branch September 30, 2026 07:22
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🚧 roryabraham has triggered a test Expensify/App build. You can view the workflow run here.

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OSBotify commented Oct 1, 2026

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🚀 Deployed to staging by https://github.com/roryabraham in version: 9.5.0-0 🚀

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

@MelvinBot

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No help site update is needed. This PR only changes the onboarding accounting selector from a square shape to a round radio button, and no help article describes that shape.


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@kavimuru

kavimuru commented Oct 1, 2026

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@mkhutornyi any QA steps to be rested?

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@mkhutornyi any QA steps to be rested?

Use the test steps in the linked issue

  1. Go to staging.new.expensify.com
  2. Log in with new Gmail account.
  3. Select Manage my team's expenses.
  4. Proceed to "Do you use any accounting software?" step.
  5. Accounting tiles will show radio style button for single selection list (according to Consistent checkboxes and radio buttons UI #87087).

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OSBotify commented Oct 1, 2026

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🚀 Deployed to production by https://github.com/Julesssss in version: 9.5.0-5 🚀

platform result
🕸 web 🕸 success ✅
🤖 android 🤖 success ✅
🍎 iOS 🍎 failure ❌

Bundle Size Analysis (Sentry):

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