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Fix merge transaction receipt preview showing incorrect eReceipt - #73274

Merged
youssef-lr merged 9 commits into
Expensify:mainfrom
hoangzinh:fix-merge-receipt-preview-comment
Nov 12, 2025
Merged

youssef-lr merged 9 commits into
Expensify:mainfrom
hoangzinh:fix-merge-receipt-preview-comment

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@hoangzinh

@hoangzinh hoangzinh commented Oct 23, 2025

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Explanation of Change

When displaying receipts in merge transaction flow, TransactionReceiptPage calculates a merged transaction with the correct receipt data, but this wasn't being passed down to AttachmentModal and AttachmentView. Both components were fetching fresh transactions from Onyx, which don't have the merged receipt data yet, causing incorrect receipt display.

Fixed Issues

$ #70415
PROPOSAL:

Tests

Same as QA

  • Verify that no errors appear in the JS console

Offline tests

Same as QA

QA Steps

// TODO: These must be filled out, or the issue title must include "[No QA]."

Precondition:

  • Workspace has imported card transactions (add a direct feed and assign card with transactions to yourself).
  • Have a card transaction with eReceipt.
  1. Go to staging.new.expensify.com
  2. Go to workspace chat.
  3. Open the expense report with card transaction that has eReceipt.
  4. Create a manual expense with receipt.
  5. Select the manual expense via checkbox.
  6. Click More > Merge.
  7. Select the card transaction with eReceipt.
  8. Click Continue.
  9. Select any details > Continue.
  10. On Confirm page, click on the receipt.
  11. Verify that Receipt preview on the confirm page should match the receipt when viewed in full screen.
  • 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)
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  • I followed proper code patterns (see Reviewing the code)
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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.
    • 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
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    • I verified that all the inputs inside a form are aligned with each other.
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Screenshots/Videos

Android: Native
Screen.Recording.2025-10-23.at.17.55.52.android.mov
Android: mWeb Chrome
Screen.Recording.2025-10-23.at.17.52.44.android.chrome.mov
iOS: Native
Screen.Recording.2025-10-23.at.18.08.33.mov
iOS: mWeb Safari
Screen.Recording.2025-10-23.at.17.59.32.ios.safari.mov
MacOS: Chrome / Safari
Screen.Recording.2025-10-23.at.09.03.22.web.mov
MacOS: Desktop
Screen.Recording.2025-10-23.at.17.47.58.desktop.mov

- Add !isImageSource check to prevent eReceipt rendering when source transaction receipt is selected
- During merge flow, target transaction data hasn't been merged yet, causing incorrect eReceipt display
- Add explanatory comment for the logic and reference GitHub issue Expensify#70415
- Fixes issue where receipt preview on merge confirm page shows wrong receipt
@hoangzinh
hoangzinh marked this pull request as ready for review October 23, 2025 11:10
@hoangzinh
hoangzinh requested a review from a team as a code owner October 23, 2025 11:10
@melvin-bot
melvin-bot Bot requested review from dominictb and removed request for a team October 23, 2025 11:10
@melvin-bot

melvin-bot Bot commented Oct 23, 2025

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@dominictb 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]

@trjExpensify

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@dominictb any ETA on reviewing this?

@dominictb

dominictb commented Oct 27, 2025

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I'm a bit skeptical about the expected behavior here. From the design doc:

If an imported card expense is being merged, we’ll be keeping card details that cannot be edited by the user normally:

  • Amount
  • Currency
  • Reimbursable/Non-reimbursable

It's been working that way when merging card and cash expenses. So logically, we should keep the eReceipt and discard the image receipt because the eReceipt reflects the correct amount and currency of the kept card expense and is IRS-compliant. Alternatively, we can show the receipt select step to toggle between the eReceipt and custom receipt. @garrettmknight @youssef-lr What do you think should be the expected behavior here?

I also see in your screenshot, it's showing Amount field here which should not be there. I cannot reproduce this but you can debug on your side:

Screenshot 2025-10-27 at 23 09 04

@garrettmknight

garrettmknight commented Oct 27, 2025

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If one expense has a receipt and the other doesn’t, we’ll automatically choose the receipt and skip the ‘Select receipt’ RHP.

According to the design document, I believe the intention is to treat the eReceipt as 'no receipt' and automatically select the uploaded receipt.

@dominictb

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BUG: eReceipts show for card transactions when offline but not when online in eligible transactions page

Screenshot 2025-10-29 at 17 53 56 Screenshot 2025-10-29 at 17 54 22

Root cause is GetTransactionsForMerging does not return hasEReceipt field for eligibleTransactions list. cc @youssef-lr

@dominictb

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BUG: Original bug is resolved for image receipts, not for non-image ones (PDF, DOCX,....)

Screen.Recording.2025-10-29.at.18.02.20.mov

The source transaction in the above recording has a PDF receipt.

@dominictb

dominictb commented Oct 29, 2025

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BUG: Amount field shows if the target transaction was imported from a personal bank account/card:

Screenshot 2025-10-29 at 18 03 42

When merging a card transaction, amount and currency must be retained.

Root cause is a personal card transaction is not a managed card transaction (transaction.managedCard = false), but we're relying on that to detect a card transaction:

if (isManagedCardTransaction(targetTransaction)) {

I think we should reuse this check instead (check by transaction.cardName):

const type = transactionItem.transactionType ?? getType(transactionItem.cardName);

Can you check for other places in the merge flow where we're using isManagedCardTransaction and update accordingly?

const isVideo = (typeof source === 'string' && Str.isVideo(source)) || (file?.name && Str.isVideo(file.name));
const firstRenderRoute = useFirstRenderRoute();
const isInFocusedModal = firstRenderRoute.isFocused && isFocused === undefined;
const isImageSource = typeof source !== 'function' && !!checkIsFileImage(source, file?.name);

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This feels like a workaround to me. I suggested to compute the imageSource here instead:

const imageSource = isDraftTransaction ? transactionDraft?.receipt?.source : tryResolveUrlFromApiRoot(receiptURIs.image ?? '');

Where you check if there's mergeTransactionID URL param, use the receipt from mergeTransaction_ Onyx instead.

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We already used a receipt from mergeTransaction here

// If we have a merge transaction, we need to use the receipt from the merge transaction
transaction = {
...transactionMain,
receipt: mergeTransaction.receipt,
filename: getReceiptFileName(mergeTransaction.receipt),
};

The root cause is that we fetch transaction from Onyx again here, it hasn't contain the receipt from mergeTransaction yet.

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I think about another solution that we will pass transaction object here down to AttachmentView component. Wdyt?

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Let's try it

…r merge flow

When displaying receipts in merge transaction flow, TransactionReceiptPage
calculates a merged transaction with the correct receipt data, but this wasn't
being passed down to AttachmentModal and AttachmentView. Both components were
fetching fresh transactions from Onyx, which don't have the merged receipt
data yet, causing incorrect receipt display.

Changes:
- Add optional transaction prop to AttachmentModal and AttachmentView
- Use passed transaction if provided, otherwise fall back to Onyx fetch
- Pass merged transaction from TransactionReceiptPage through component tree
@hoangzinh

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@dominictb I fixed this bug. Please feel free to take a look at this PR again.

Screen.Recording.2025-11-02.at.23.40.33.mov

@codecov

codecov Bot commented Nov 2, 2025

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Codecov Report

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

Files with missing lines Coverage Δ
...rc/components/Attachments/AttachmentView/index.tsx 50.00% <100.00%> (+0.57%) ⬆️
src/libs/actions/MergeTransaction.ts 57.69% <100.00%> (+1.25%) ⬆️
...ntModalScreen/AttachmentModalBaseContent/index.tsx 87.50% <100.00%> (+0.15%) ⬆️
...alScreen/routes/TransactionReceiptModalContent.tsx 1.14% <ø> (ø)
... and 43 files with indirect coverage changes

@trjExpensify

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@dominictb can you re-review, please?

@dominictb

dominictb commented Nov 3, 2025

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I'm not sure why all the eReceipts didn't show for me. transaction.hasEReceipt is all false even though they are card expenses. They still show last Wednesday.

Screenshot 2025-11-03 at 22 20 09

Second weird thing is they show in receipt preview in search page but not in report RHP:

Screen.Recording.2025-11-03.at.22.23.33.mov

Asking here

@dominictb

dominictb commented Nov 3, 2025

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cc @youssef-lr again on this bug #73274 (comment). Not a priority/blocker but can be in your backlog.

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Are we blocked on that, or can this PR be reviewed?

@dominictb

dominictb commented Nov 5, 2025

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The approach seems good but I need eReceipts visibility to test it and edge cases. So we're blocked.

@trjExpensify

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Cool, seems like @rayane-d is getting close!

@trjExpensify

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Conflicts here!

When displaying receipts in merge transaction flow, TransactionReceiptPage calculates a merged transaction with the correct receipt data, but this wasn't being passed down to AttachmentModal and AttachmentView. Both components were
fetching fresh transactions from Onyx, which don't have the merged receipt data yet, causing incorrect receipt display.
@hoangzinh
hoangzinh requested a review from a team as a code owner November 11, 2025 10:53
@melvin-bot
melvin-bot Bot requested review from joekaufmanexpensify and removed request for a team November 11, 2025 10:53
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Resolved conflict. TypeScript check is also failing on the main branch https://expensify.slack.com/archives/C01GTK53T8Q/p1762834499865619

PR is ready to review @dominictb

@dominictb

dominictb commented Nov 11, 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
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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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    • 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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  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
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Screenshots/Videos

Android: HybridApp
Screen.Recording.2025-11-12.at.22.43.56-compressed.mov
Android: mWeb Chrome
iOS: HybridApp
Screen.Recording.2025-11-12.at.22.16.05-compressed.mov
iOS: mWeb Safari
Screen.Recording.2025-11-12.at.22.22.27-compressed.mov
MacOS: Chrome / Safari
Screen.Recording.2025-11-11.at.23.21.00-compressed.mov
MacOS: Desktop

@joekaufmanexpensify joekaufmanexpensify left a comment

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Good from a product perspective 👍

@dominictb

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BUG: After merging a card expense with eReceipt (target) and an expense with photo receipt (source) while offline, it still shows the eReceipt until back online:

Screen.Recording.2025-11-11.at.23.25.13-compressed.mov

After getting back online:

Screenshot 2025-11-11 at 23 25 54

@dominictb

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Also bump @youssef-lr on this BE bug #73274 (comment)

@youssef-lr

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Also bump @youssef-lr on this BE bug #73274 (comment)

Will work on a quick fix today

@youssef-lr
youssef-lr self-requested a review November 11, 2025 21:22
@youssef-lr

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I have a PR in review that adds the hasEReceipt field

…e with photo receipt (source) while offline, it still shows the eReceipt until back online
@hoangzinh

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@dominictb I fixed this bug in this commit

return data.onyxData;
const onyxData = data.onyxData;

onyxData.optimisticData?.push({

@dominictb dominictb Nov 12, 2025

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NAB: Can't we just do this?

Suggested change
onyxData.optimisticData?.push({
data.onyxData.optimisticData?.push({

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I prefer keep current implementation because we gonna add more in "Merge distance" PR

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🎀

@youssef-lr
youssef-lr merged commit c8cd589 into Expensify:main Nov 12, 2025
31 checks passed
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🚀 Deployed to staging by https://github.com/youssef-lr in version: 9.2.58-0 🚀

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

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🚀 Deployed to production by https://github.com/cristipaval in version: 9.2.58-3 🚀

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

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7 participants