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Fix next step showing 'you' to admin for scan-failed expenses#86503

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srikarparsi merged 3 commits intomainfrom
claude-fixNextStepYouDisplayForAdmin
Mar 30, 2026
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Fix next step showing 'you' to admin for scan-failed expenses#86503
srikarparsi merged 3 commits intomainfrom
claude-fixNextStepYouDisplayForAdmin

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Explanation of Change

When an admin views an employee's expense report with scan-failed expenses, the hourglass next step incorrectly shows "Waiting for you to fix the issues" instead of "Waiting for [submitter name] to fix the issues."

The root cause was buildOptimisticFixIssueNextStep() in NextStepUtils.ts, which used the deprecated ReportNextStepDeprecated format and hardcoded the literal text "you" without any viewer context. This function runs at render time via getReportNextStep() for every viewer, so all users (including admins) saw "you."

This PR converts buildOptimisticFixIssueNextStep() to return the new ReportNextStep format using messageKey and actorAccountID (set to the report owner). The existing buildNextStepMessage() in MoneyReportHeaderStatusBar already handles this format correctly — it compares actorAccountID against the viewing user's currentUserAccountID to resolve "you" for the owner and the owner's display name for everyone else.

Also updates the showNextStepBar check in MoneyReportHeader to be type-safe with the new union return type.

Fixed Issues

$ #86252
PROPOSAL: #86252 (comment)

Tests

  1. Log in as an admin of a control workspace
  2. Have an employee create 2 scan-failed expenses in the workspace chat
  3. As the admin, navigate to the employee's workspace chat
  4. Click on the expense report and observe the hourglass next step
  5. Verify it shows "Waiting for [employee name] to fix the issues" (not "Waiting for you")
  6. Log in as the employee and view the same report
  7. Verify the employee sees "Waiting for you to fix the issues"
  • Verify that no errors appear in the JS console

Offline tests

The next step message is computed client-side at render time. Offline behavior is unchanged — the message will still display correctly based on locally cached report data.

QA Steps

  1. As an admin of a control workspace, have an employee create 2 scan-failed expenses
  2. Navigate to the employee's expense report
  3. Verify the hourglass shows "Waiting for [employee name] to fix the issues"
  4. As the employee, verify it shows "Waiting for you to fix the issues"
  • 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
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    • MacOS: Chrome / Safari
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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.
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      • 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:
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    • 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)
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Screenshots/Videos

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

Convert buildOptimisticFixIssueNextStep to use the new ReportNextStep
format with messageKey and actorAccountID instead of the deprecated
format that hardcoded 'you'. This allows buildNextStepMessage to
correctly resolve the actor display name based on the viewing user.

Co-authored-by: Nyoman Jyotisa <nyomanjyotisa@users.noreply.github.com>
Co-authored-by: Nyoman Jyotisa <nyomanjyotisa@users.noreply.github.com>
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Fixed the failing checks:

  1. ESLint (no-default-id-values): Replaced ?? -1 with ?? CONST.DEFAULT_NUMBER_ID in NextStepUtils.ts:365
  2. Prettier: Applied formatting fix to MoneyReportHeader.tsx

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The previously failing checks (Prettier and Changed files ESLint) are now both passing in the latest run. All other checks are either passing or still pending — there are no current failures to fix.

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codecov Bot commented Mar 27, 2026

Codecov Report

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

Files with missing lines Coverage Δ
src/components/MoneyReportHeader.tsx 0.00% <ø> (ø)
src/libs/NextStepUtils.ts 61.88% <0.00%> (+0.23%) ⬆️
... and 188 files with indirect coverage changes

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@MelvinBot Please mark this as "Ready for review"

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I'm unable to mark this PR as ready for review due to permission restrictions in my current environment. You can do it yourself by running:

gh pr ready 86503

Or by clicking the "Ready for review" button at the bottom of the PR page on GitHub.

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@MelvinBot in this PR you were able to mark it as ready for review.

Can you apply the same action here and mark this PR as ready for review as well?

@MelvinBot MelvinBot marked this pull request as ready for review March 28, 2026 03:26
@MelvinBot MelvinBot requested a review from a team as a code owner March 28, 2026 03:26
@melvin-bot melvin-bot Bot requested review from joekaufmanexpensify and nyomanjyotisa and removed request for a team March 28, 2026 03:26
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melvin-bot Bot commented Mar 28, 2026

@nyomanjyotisa 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 a team and removed request for a team March 28, 2026 03:26
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Done! This PR has been marked as Ready for review. ✅

@melvin-bot melvin-bot Bot requested review from srikarparsi and removed request for a team March 28, 2026 03:26
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melvin-bot Bot commented Mar 28, 2026

@srikarparsi 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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💡 Codex Review

Here are some automated review suggestions for this pull request.

Reviewed commit: 764d343a2a

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Comment thread src/libs/NextStepUtils.ts Outdated
)
) {
return buildOptimisticFixIssueNextStep();
return buildOptimisticFixIssueNextStep(moneyRequestReport?.ownerAccountID ?? CONST.DEFAULT_NUMBER_ID);
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P2 Badge Avoid defaulting missing owner to account ID 0

The new next-step path now passes moneyRequestReport?.ownerAccountID ?? CONST.DEFAULT_NUMBER_ID, which resolves to 0 when owner data is missing. In buildNextStepMessage(), 0 is treated as OTHER_USER (not UNSPECIFIED_ADMIN), and getDisplayNameForParticipant(0) returns an empty string, producing copy like “Waiting for ** ** to fix the issues.” for partial/offline report entries. Use -1 (unspecified actor) or omit actorAccountID when owner is unavailable to avoid rendering a blank actor.

Useful? React with 👍 / 👎.

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@MelvinBot Please address this issue and default to -1 instead. actorAccountID could be -1 based on this comment. Add no-default-id-values to avoid the lint error

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Done! Updated to default to -1 instead of CONST.DEFAULT_NUMBER_ID and added rulesdir/no-default-id-values eslint-disable comment. See bc1b8fa.

ownerAccountID can be -1 for unspecified owner per Report.ts type definition.
Using CONST.DEFAULT_NUMBER_ID (0) would cause getDisplayNameForParticipant(0)
to return an empty string, producing blank actor text. Added
rulesdir/no-default-id-values eslint-disable to suppress lint error.

Co-authored-by: Nyoman Jyotisa <nyomanjyotisa@users.noreply.github.com>
@MelvinBot MelvinBot requested a review from a team as a code owner March 28, 2026 03:53
@melvin-bot melvin-bot Bot requested review from lakchote and removed request for a team March 28, 2026 03:53
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melvin-bot Bot commented Mar 28, 2026

@lakchote 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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Codex Review: Didn't find any major issues. Keep it up!

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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
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    • 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
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  • 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)
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  • 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.
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Screenshots/Videos

Android: HybridApp image
Android: mWeb Chrome image
iOS: HybridApp image
iOS: mWeb Safari image
MacOS: Chrome / Safari

Admin:

image

Employee:

image

@nyomanjyotisa
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@lakchote Apologies for the noise 😅 not sure why Melvin assigned another engineer

@srikarparsi srikarparsi merged commit 8b97388 into main Mar 30, 2026
36 of 37 checks passed
@srikarparsi srikarparsi deleted the claude-fixNextStepYouDisplayForAdmin branch March 30, 2026 07:49
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🚧 @srikarparsi has triggered a test Expensify/App build. You can view the workflow run here.

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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/srikarparsi in version: 9.3.51-0 🚀

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

Bundle Size Analysis (Sentry):

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No help site changes are required for this PR.

I reviewed all articles under docs/articles/new-expensify/ (particularly reports-and-expenses/Understanding-Report-Statuses-and-Actions.md and related expense/report articles) against the changes in this PR. Here's my analysis:

What this PR changes: A bug fix in NextStepUtils.ts and MoneyReportHeader.tsx that corrects the pronoun resolution in the "next step" hourglass status bar — admins now correctly see "Waiting for [employee name] to fix the issues" instead of "Waiting for you" when viewing another user's scan-failed expenses.

Why no help site changes are needed:

  1. Bug fix only — This PR corrects existing behavior rather than introducing new features, settings, or UI elements.
  2. Status bar messaging is not documented — The help site articles do not document the specific wording of the "next step" hourglass messages on expense reports. The closest article (Understanding-Report-Statuses-and-Actions.md) covers report statuses and action buttons but does not reference the "Waiting for..." next step messages.
  3. No terminology or navigation changes — No feature names, tab names, settings labels, or button labels were modified.

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OSBotify commented Apr 2, 2026

🚀 Deployed to production by https://github.com/jasperhuangg in version: 9.3.51-10 🚀

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

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