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Fix Ask Concierge New chat and history link bugs - #105584

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rushatgabhane:rushat/concierge-ask-fixes
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rushatgabhane:rushat/concierge-ask-fixes

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@rushatgabhane

@rushatgabhane rushatgabhane commented Nov 2, 2026 •

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Explanation of Change

Concierge threads opened in the Help panel now show the New chat button, and it reopens the panel on a fresh Concierge chat.

When the Concierge chat is already open in the right-hand panel, tapping the thread's header link now jumps to the question in the chat history instead of showing the welcome screen.

When a Concierge thread open in the Help panel disappears after the app reloads its data, the Help panel now goes back to the Concierge chat instead of showing "Hmm... it's not here" and moving the main page to Concierge.

Fixed Issues

$ #105481
$ #105423
$ #105512
$ #105438
$ #105702
PROPOSAL:

Tests

  1. Open Concierge and send a message.
  2. In the thread, open the Help panel and send a message to Concierge.
  3. Verify the thread in the Help panel shows the New chat button.
  4. Click New chat and verify the Help panel shows a new Concierge chat.
  5. Send a task to Concierge with [] task.
  6. Go to Spend > Expenses, filter by Type > Task, and open the task.
  7. Click New chat, send a message to Concierge, then click the header subtitle link.
  8. Verify the Concierge chat history opens on your message, not the welcome screen.
  9. Go to Settings > Preferences and set Priority mode to #focus.
  10. Go to Spend, open the Help panel, ask Concierge a question, and read the reply.
  11. Verify the page stays on Spend and the Help panel shows Concierge, not "Hmm... it's not here".
  • Verify that no errors appear in the JS console

Offline tests

Same as tests.

QA Steps

Same as tests.

  • 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
  • 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 any copy / text that was added to the app 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)
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
  • 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)
  • 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 the PR adds or modifies the UI:
    • I asked an AI agent to review the changes for accessibility issues and addressed its findings.
    • I tested with a screen reader (VoiceOver on macOS) and verified all new/changed elements are reachable with a logical focus order.
    • I verified all new/changed elements have meaningful accessible names and roles.
    • I verified state changes are announced (e.g. checked/unchecked, expanded/collapsed, selected).
  • 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 image image image image

@rushatgabhane
rushatgabhane requested review from a team as code owners November 2, 2026 00:42
@melvin-bot
melvin-bot Bot requested review from mkhutornyi and removed request for a team November 2, 2026 00:42
@melvin-bot

melvin-bot Bot commented Nov 2, 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]

@melvin-bot
melvin-bot Bot requested review from heyjennahay and removed request for a team November 2, 2026 00:42
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Codex Review Summary: ✅ Completed

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Review Status Commit Review trigger
📝 Code Review ✅ Completed 2026-11-11T15:18:46.847985Z f45bf24 Draft marked ready
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codecov Bot commented Nov 2, 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/pages/inbox/HeaderView.tsx 96.71% <83.33%> (-0.33%) ⬇️
src/pages/inbox/ReportNavigateAwayHandler.tsx 78.01% <85.71%> (-0.35%) ⬇️
src/components/ParentNavigationSubtitle.tsx 66.41% <0.00%> (-1.01%) ⬇️
... and 13 files with indirect coverage changes

@rushatgabhane
rushatgabhane marked this pull request as draft November 2, 2026 00:46

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💡 Codex Review

Here are some automated review suggestions for this pull request.

Reviewed commit: 954dd05a4e

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Comment thread src/pages/inbox/HeaderView.tsx Resolved
@mkhutornyi

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Please let me know when this followup PR is ready

@rushatgabhane

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@mkhutornyi this is ready for your review

@mkhutornyi

mkhutornyi commented Nov 11, 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 any copy / text that was added to the app 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)
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
  • 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)
  • If a new component is created I verified that:
    • A similar component doesn't exist in the codebase
    • All props are defined accurately
    • 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
    • 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 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 the PR adds or modifies the UI:
    • I asked an AI agent to review the changes for accessibility issues and addressed its findings.
    • I tested with a screen reader (VoiceOver on macOS) and verified all new/changed elements are reachable with a logical focus order.
    • I verified all new/changed elements have meaningful accessible names and roles.
    • I verified state changes are announced (e.g. checked/unchecked, expanded/collapsed, selected).
  • 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
Android: mWeb Chrome
iOS: HybridApp
iOS: mWeb Safari
MacOS: Chrome / Safari
105423.mov
105481.mov

@mkhutornyi

mkhutornyi commented Nov 11, 2026 •

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#105512, #105438 are still reproducible. I know there's no code changes in this PR but reporting them since you added these issues to Fixed Issues section

105512-bug.mov
105438-bug.mov

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2 participants