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Add primary receipt scan option on mobile and web - v2#72714

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mountiny merged 14 commits into
Expensify:mainfrom
callstack-internal:72030-add-primary-receipt-scan-option-2
Oct 15, 2025
Merged

Add primary receipt scan option on mobile and web - v2#72714
mountiny merged 14 commits into
Expensify:mainfrom
callstack-internal:72030-add-primary-receipt-scan-option-2

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@JKobrynski

@JKobrynski JKobrynski commented Oct 15, 2025

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Explanation of Change

This PR reintroduces changes that were originally implemented in #72236 and reverted in #72690. It also fixes #72616 #72617 #72621 #72624 #72638 #72646

Fixed Issues

$ #72030
PROPOSAL: N/A

Tests

#72030

  1. Log into the app on web/desktop
  2. Look at the bottom left of the window and make sure you can see two buttons
  3. The one with "+" should work just like it used to, it should also be gray now instead of green
  4. Above it you should see a green button with receipt icon that upon clicking triggers a scan receipt workflow
  5. Log into the app on mobile
  6. Look at the bottom of the window, in the middle of the bottom navigation bar you should see a new gray button that says "create", it should work just like it used to, is should be gray instead of green
  7. Right above the bottom navigation bar on the right you should see a new green button with a camera icon, it allow for a quick scanning workflow, using default workspace (if available) and skipping the confirmation step (if coding is not required)
  8. The new floating button (with the camera icon) should always be visible if the bottom nav is visible

#72616

  1. Login with a new account
  2. Tap camera button
  3. Switch to manual
  4. Make sure the Flip button is displayed (on mobile devices)
  5. Enter amount > Next
  6. On the participant page, make sure there is no text "You no longer have access to your previous quick action destination..."

#72617

Precondition:

  • Account does not have workspace
  1. Launch Expensify app
  2. Tap Camera button
  3. Go to Manual
  4. Enter amount > Next
  5. Choose any user
  6. On confirm page, tap app back button
  7. Tap app back button
  8. On amount page, tap Create expense

#72621

  1. Log into the native Android app
  2. Go to workspace chat.
  3. Create a manual expense.
  4. Return to LHN.
  5. Tap camera button.
  6. Tap device back button.
  7. Make sure the Create expense page closes

#72624
Log into the app (mobile web)
Create a new workspace
Observe the scan button on workspace page
Make sure that you can scroll up if the button overlaps with "Go to workspace" chevron

#72638
Precondition:

  • Account has a default workspace
  1. Log into the web app
    2.Click the expense shortcut button.
  2. Go to Manual tab.
  3. Enter amount > Next.
  4. On confirm page make sure you can't change the recipient
  5. Repeat Step 2 to 5 on mweb, Android and iOS and make sure it behaves exactly like the web (you can't change the recipient)

#72646

  1. Open the app with a user with at least 2 workspaces
  2. First WS is set as default WS
  3. Go to Workspaces
  4. Tap the scan option at the bottom right
  5. Select Manual tab > Enter amount > Next (Note: To field set to default WS )
  6. Go back to Workspaces
  7. Set the second WS as default WS (Tap 3 dots on non-default WS > Set as default workspace)
  8. Tap scan option at the bottom right above the navigation bar > Manual tab > Enter amount > Next
  9. Make sure the correct default workspace is displayed as To
  • Verify that no errors appear in the JS console

Offline tests

N/A

QA Steps

Same as Tests section above.

  • 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)
  • I verified there are no new alerts related to the canBeMissing param for useOnyx
  • 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
      • 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
  • 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
MacOS: Desktop

@JKobrynski JKobrynski marked this pull request as ready for review October 15, 2025 16:47
@JKobrynski JKobrynski requested review from a team as code owners October 15, 2025 16:47
@melvin-bot melvin-bot Bot requested review from ZhenjaHorbach and removed request for a team October 15, 2025 16:47
@melvin-bot

melvin-bot Bot commented Oct 15, 2025

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@ZhenjaHorbach 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]

@ZhenjaHorbach

ZhenjaHorbach commented Oct 15, 2025

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Actually, about this issue

I suppose it's expected that we skip a recipient list after choosing for the first time and returning back
But following Expected Result we need to reopen this screen every time
So let's update test steps and mention this to not confuse QA

Снимок экрана 2025-10-15 в 18 51 28
2025-10-15.18.44.34.mov

@mountiny mountiny self-requested a review October 15, 2025 16:52
@ZhenjaHorbach

ZhenjaHorbach commented Oct 15, 2025

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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
    • I verified the steps for Staging and/or Production testing are in the QA steps section
    • 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.
  • I verified tests pass on all platforms & I tested again on:
    • Android: HybridApp
    • Android: mWeb Chrome
    • iOS: HybridApp
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
    • MacOS: Desktop
  • If there are any errors in the console that are unrelated to this PR, I either fixed them (preferred) or linked to where I reported them in Slack
  • I verified there are no new alerts related to the canBeMissing param for useOnyx
  • I verified proper code patterns were followed (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 verified that this PR follows the guidelines as stated in the Review Guidelines
  • I verified other components that can be impacted by these changes have been tested, and I retested again (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar have been tested & I retested again)
  • 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
  • If a new component is created I verified that:
    • A similar component doesn't exist in the codebase
    • All props are defined accurately and each prop has a /** comment above it */
    • The file is named correctly
    • The component has a clear name that is non-ambiguous and the purpose of the component can be inferred from the name alone
    • The only data being stored in the state is data necessary for rendering and nothing else
    • For Class Components, any internal methods passed to components event handlers are bound to this properly so there are no scoping issues (i.e. for onClick={this.submit} the method this.submit should be bound to this in the constructor)
    • Any internal methods bound to this are necessary to be bound (i.e. avoid this.submit = this.submit.bind(this); if this.submit is never passed to a component event handler like onClick)
    • All JSX used for rendering exists in the render method
    • The component has the minimum amount of code necessary for its purpose, and it is broken down into smaller components in order to separate concerns and functions
  • 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 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.
  • For any bug fix or new feature in this PR, I verified that sufficient unit tests are included to prevent regressions in this 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.
  • I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: HybridApp
2025-10-15.19.07.18.mov
2025-10-15.19.08.20.mov
Снимок экрана 2025-10-15 в 19 07 50
Android: mWeb Chrome
2025-10-15.19.07.18.mov
2025-10-15.19.08.20.mov
Снимок экрана 2025-10-15 в 19 07 50
iOS: HybridApp
2025-10-15.18.29.23.mov
2025-10-15.18.42.19.mov
2025-10-15.18.44.34.mov
Снимок экрана 2025-10-15 в 18 40 01
iOS: mWeb Safari
2025-10-15.18.29.23.mov
2025-10-15.18.42.19.mov
2025-10-15.18.44.34.mov
Снимок экрана 2025-10-15 в 18 40 01
MacOS: Chrome / Safari
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Снимок экрана 2025-10-15 в 18 56 02
MacOS: Desktop
2025-10-15.19.04.23.mov
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Comment on lines +49 to +52
const platform = getPlatform(true);
// We want to display the floating camera button on mobile devices (both web and native)
const shouldShowFloatingCameraButton = platform !== CONST.PLATFORM.WEB && platform !== CONST.PLATFORM.DESKTOP;

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Shouldn't shouldUseNarrowLayout be used for this purpose (mobile screens = narrow layout), or I'm missing something?

@JKobrynski JKobrynski Oct 15, 2025

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You can also have a narrow layout on desktop/web, but we only want this to be shown on devices that have cameras - so narrow devices that are not desktop/web

@JKobrynski

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@ZhenjaHorbach updated the test steps

@codecov

codecov Bot commented Oct 15, 2025

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Codecov Report

❌ Patch coverage is 65.62500% with 22 lines in your changes missing coverage. Please review.

Files with missing lines Patch % Lines
src/components/FloatingReceiptButton.tsx 11.11% 8 Missing ⚠️
...es/home/sidebar/FloatingActionButtonAndPopover.tsx 30.00% 7 Missing ⚠️
src/components/Search/SearchPageFooter.tsx 0.00% 4 Missing ⚠️
src/components/FloatingActionButton.tsx 94.11% 1 Missing ⚠️
src/components/FloatingCameraButton.tsx 94.44% 1 Missing ⚠️
...c/components/Navigation/NavigationTabBar/index.tsx 0.00% 1 Missing ⚠️
Files with missing lines Coverage Δ
...ents/Navigation/TopLevelNavigationTabBar/index.tsx 93.75% <100.00%> (+0.89%) ⬆️
.../Search/SearchPageHeader/SearchTypeMenuPopover.tsx 0.00% <ø> (ø)
src/libs/ReportUtils.ts 74.59% <100.00%> (+0.04%) ⬆️
src/pages/iou/request/IOURequestStartPage.tsx 83.07% <100.00%> (+0.26%) ⬆️
src/pages/workspace/WorkspaceInitialPage.tsx 0.00% <ø> (ø)
src/styles/index.ts 45.10% <100.00%> (-0.25%) ⬇️
src/components/FloatingActionButton.tsx 96.42% <94.11%> (-3.58%) ⬇️
src/components/FloatingCameraButton.tsx 94.44% <94.44%> (ø)
...c/components/Navigation/NavigationTabBar/index.tsx 59.74% <0.00%> (ø)
src/components/Search/SearchPageFooter.tsx 0.00% <0.00%> (ø)
... and 2 more

... and 10 files with indirect coverage changes

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  • ❄️ Test Analytics: Detect flaky tests, report on failures, and find test suite problems.
  • 📦 JS Bundle Analysis: Save yourself from yourself by tracking and limiting bundle sizes in JS merges.

@ZhenjaHorbach

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Looks like this issue is still reproducible

2025-10-15.19.01.41.mov

@VickyStash

VickyStash commented Oct 15, 2025

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Looks like #72617 is still reproducible

I'm checking!

@ZhenjaHorbach

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Looks like #72617 is still reproducible
I'm checking!

Thanks
And only for desktop
With mobile everything is good

@JKobrynski

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@ZhenjaHorbach can you test again?

@ZhenjaHorbach

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Okay
Now is good !

2025-10-15.19.15.59.mov

@ZhenjaHorbach

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LGTM!

@mountiny mountiny left a comment

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Thanks!

@mountiny mountiny merged commit b30f0f7 into Expensify:main Oct 15, 2025
23 checks passed
@OSBotify

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✋ 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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🚀 Deployed to staging by https://github.com/mountiny in version: 9.2.32-0 🚀

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

@mitarachim

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Hello @JKobrynski @mountiny , QA team found issue about Expense shortcut does not appear in bottom menu when app is resized (Reproduce in both web and desktop) . Is this expected behavior, or should we create a new issue for it?

Bug6976280_1760591165427.Button_disapears.mp4

@JKobrynski

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@mitarachim yes, it was agreed on Slack that we want to keep it this way for now and we are going to add the same receipt button as a floating button (similar to the mobile one) in a follow-up. Hope that helps!

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🚀 Deployed to production by https://github.com/mountiny in version: 9.2.32-6 🚀

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

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