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Manual tab shows scan confirm page after uploading receipt on Scan and returning to Manual#91218

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JS00001 merged 3 commits into
Expensify:mainfrom
dukenv0307:fix/90652
Jun 3, 2026
Merged

Manual tab shows scan confirm page after uploading receipt on Scan and returning to Manual#91218
JS00001 merged 3 commits into
Expensify:mainfrom
dukenv0307:fix/90652

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@dukenv0307

@dukenv0307 dukenv0307 commented May 20, 2026

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Explanation of Change

  • RCA

When entering "+ → Create expense" from a workspace chat with the new manual flow beta, the Manual tab embeds IOURequestStepConfirmation. After uploading a receipt on the Scan tab and returning to Manual, our cleanup (initMoneyRequest on tab switch) correctly wipes the draft — but IOURequestStepConfirmation's auto-assign useEffect (IOURequestStepConfirmation.tsx:354-368) immediately re-fires because the fresh transaction has no participants. That re-fire triggers a cascade of sibling useEffects (ExpenseDefaultsSetter writes billable/reimbursable, and the Scan-tab hooks still mounted in the background re-write receipt and participantsAutoAssigned), restoring the entire 15-key Scan state on top of our cleanup. Legacy doesn't hit this because the Manual tab is IOURequestStepAmount, which has none of those side-effect children.

  • Solution

Seed the freshly-rebuilt transaction with participants up-front so the auto-assign effect short-circuits:

Fixed Issues

$ #90652
#90648
PROPOSAL:

Tests

Precondition:

Run Onyx.merge('betas', ['newManualExpenseFlow']); in console.

  1. Go to staging.new.expensify.com
  2. Go to workspace chat.
  3. Click + > Create expense > Scan.
  4. Upload a receipt.
  5. Click RHP back button.
  6. Go to Manual tab.
  7. Verify that manual tab will not show scan confirm page.
  • Verify that no errors appear in the JS console

Offline tests

QA Steps

  • 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
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    • iOS: Native
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
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    • 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)
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  • 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
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    • A similar style doesn't already exist
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  • 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
Screen.Recording.2026-05-21.at.00.07.22.mov

@dukenv0307 dukenv0307 marked this pull request as ready for review May 20, 2026 17:08
@dukenv0307 dukenv0307 requested review from a team as code owners May 20, 2026 17:08
@melvin-bot melvin-bot Bot requested a review from ChavdaSachin May 20, 2026 17:08
@melvin-bot

melvin-bot Bot commented May 20, 2026

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@ChavdaSachin 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 requested review from trjExpensify and removed request for a team May 20, 2026 17:08
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codecov Bot commented May 20, 2026

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Codecov Report

❌ Looks like you've decreased code coverage for some files. Please write tests to increase, or at least maintain, the existing level of code coverage. See our documentation here for how to interpret this table.

Files with missing lines Coverage Δ
src/libs/actions/IOU/MoneyRequest.ts 67.54% <100.00%> (+0.12%) ⬆️
src/pages/iou/request/IOURequestStartPage.tsx 85.04% <100.00%> (ø)
src/hooks/useResetIOUType.ts 91.89% <66.66%> (-4.89%) ⬇️
... and 5 files with indirect coverage changes

trjExpensify
trjExpensify previously approved these changes May 21, 2026

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Nice one, one down! ❤️

@ChavdaSachin

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@dukenv0307, the infinite loading bug is still reproducible.

  1. FAB -> create expense -> scan -> close the RHP.
  2. FAB -> create expense -> click Manual.
  3. Notice infinite loading.

And one more severe bug.

  1. FAB -> PerDiem/time.
  2. Select a workspace.
  3. Go back.
  4. Select the Manual tab.
  5. Notice the app is crashing.
Video
Screen.Recording.2026-05-25.at.8.43.28.PM.mov

@ChavdaSachin

ChavdaSachin commented May 25, 2026

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@dukenv0307, for the solution, I'd say we gotta add some sort of mechanism to completely reset the transaction draft as soon as the tab is changed.

@dukenv0307

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for the solution, I'd say we gotta add some sort of mechanism to completely reset the transaction draft as soon as the tab is changed.

@ChavdaSachin Actually, initMoneyRequest is triggered in this case that will clear the transaction draft data. Is #90652 fixed?

@ChavdaSachin

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Yes #90652 was fixed

@dukenv0307

dukenv0307 commented May 25, 2026

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@ChavdaSachin I explained the RCA and solution in the PR description, could you please take a look? If it makes sense to you, we can merge this PR to fix #90652 first.

I thought it had the same RCA as #90648, but I was wrong. I'll dig deeply to find the RCA soon

@thelullabyy

thelullabyy commented May 27, 2026

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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
  • 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 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 */
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    • 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
Screen.Recording.2026-06-02.at.00.11.45.mov
Android: mWeb Chrome
Screen.Recording.2026-06-02.at.00.09.38.mov
iOS: HybridApp
Screen.Recording.2026-06-02.at.00.07.26.mov
iOS: mWeb Safari
Screen.Recording.2026-06-02.at.00.01.02.mov
MacOS: Chrome / Safari
Screen.Recording.2026-06-01.at.23.56.28.mov

@trjExpensify trjExpensify requested a review from truph01 May 29, 2026 00:06
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truph01 commented May 29, 2026

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@trjExpensify trjExpensify requested a review from truph01 2 hours ago

@trjExpensify I noticed that you assigned me to review this PR. Was that intentional, or was it assigned by accident?

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No, my bad. I meant to assign @thelullabyy.

@trjExpensify trjExpensify requested review from thelullabyy and removed request for truph01 May 29, 2026 02:36
@dukenv0307

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@thelullabyy any updates?

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Bump, @thelullabyy.

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@trjExpensify Checking now

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LGTM

@melvin-bot melvin-bot Bot requested a review from puneetlath June 1, 2026 17:11
@dukenv0307

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@JS00001 can you please review this PR?

@JS00001 JS00001 merged commit 4bc4ef9 into Expensify:main Jun 3, 2026
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github-actions Bot commented Jun 3, 2026

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🚧 @JS00001 has triggered a test Expensify/App build. You can view the workflow run here.

@OSBotify

OSBotify commented Jun 3, 2026

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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.

@OSBotify

OSBotify commented Jun 3, 2026

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🚀 Deployed to staging by https://github.com/JS00001 in version: 9.3.98-0 🚀

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

Bundle Size Analysis (Sentry):

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🤖 No help site changes required.

I reviewed the changes in this PR against the help site files under App/docs/articles and no documentation updates are needed.

Why no docs changes are needed

What this PR does: It's an internal bug fix for the new manual expense flow (gated behind the NEW_MANUAL_EXPENSE_FLOW beta). When a user uploads a receipt on the Scan tab, hits back, then switches to the Manual tab, the embedded confirmation's auto-assign useEffect was re-firing and dragging stale Scan-tab state back in — causing the Manual tab to incorrectly show the scan confirm page. The fix seeds the freshly-rebuilt transaction with participants so that effect short-circuits.

Changed files are all internal state/logic — no user-facing copy, labels, tabs, or settings:

  • src/hooks/useResetIOUType.ts
  • src/libs/actions/IOU/MoneyRequest.ts
  • src/pages/iou/request/IOURequestStartPage.tsx

Why docs are unaffected:

  • This restores expected behavior rather than changing a documented workflow. The relevant help article, Create an Expense, documents the correct happy-path flow for the Scan and Manual tabs — it never described the buggy state, so nothing there is now inaccurate.
  • The change is behind a beta flag and not generally available, so it's not yet reflected in customer-facing docs.
  • No feature names, tab names, settings labels, or buttons were added or renamed.

@dukenv0307, no help site PR was created because no documentation changes are required. Please let me know if you believe a docs update is warranted and I'll reassess.

@jponikarchuk

jponikarchuk commented Jun 3, 2026

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Deploy Blocker #92508 was identified to be related to this PR.

@OSBotify

OSBotify commented Jun 4, 2026

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🚀 Deployed to production by https://github.com/roryabraham in version: 9.3.98-3 🚀

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

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9 participants