Show generated thread title by rushatgabhane · Pull Request #99317 · Expensify/App

rushatgabhane · 2026-08-24T09:21:15Z

Explanation of Change

Chat thread names are derived from the parent message, so a Concierge thread ignored the title the backend now sets. This prefers a real stored reportName when the thread's parent is the Concierge DM, compared against DEFAULT_REPORT_NAME since Auth persists the literal "Chat Report".

Also drops the optimistic reportName, which was HTML and would have rendered raw <strong> tags in the LHN.

Fixed Issues

$ #94503
PROPOSAL:

Tests

Enable the conciergeRespondInThread beta and ask Concierge a multi-sentence question containing bold text or a link.
Verify the thread shows your question with no raw HTML tags, then changes to a short title once the backend job runs.
Verify the thread shows the Concierge avatar in the LHN rather than your own.
Send Concierge a single attachment, once with a comment and once without, and verify each opens its own thread.
Send two attachments at once and verify they stay in the DM without opening a thread.
Open a thread in any non-Concierge chat and verify its name is still the parent message text.
Ask Concierge from the home page and verify it opens a thread instead of the side panel.

Verify that no errors appear in the JS console

Offline tests

Go offline and ask Concierge a question; verify the thread opens showing your question, with no raw HTML.
Come back online and verify the title replaces it once the job runs.

QA Steps

Same as tests.

Verify that no errors appear in the JS console

PR Author Checklist

Screenshots/Videos

Android: Native

Android: mWeb Chrome

iOS: Native

iOS: mWeb Safari

MacOS: Chrome / Safari

Screen.Recording.2026-08-26.at.06.32.03.mov

melvin-bot · 2026-08-24T09:21:53Z

@justinpersaud 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]

chatgpt-codex-connector

💡 Codex Review

Here are some automated review suggestions for this pull request.

Reviewed commit: 130ca3b257

ℹ️ About Codex in GitHub

Your team has set up Codex to review pull requests in this repo. Reviews are triggered when you

Open a pull request for review
Mark a draft as ready
Comment "@codex review".

If Codex has suggestions, it will comment; otherwise it will react with 👍.

Codex can also answer questions or update the PR. Try commenting "@codex address that feedback".

codecov · 2026-08-26T02:25:48Z

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
...s/LHNOptionsList/OptionRowLHN/OptionRow/Avatar.tsx	`73.80% <100.00%> (ø)`
src/components/ReportActionAvatars/index.tsx	`96.29% <100.00%> (ø)`
...ents/ReportActionAvatars/useReportActionAvatars.ts	`88.37% <100.00%> (+0.13%)`	⬆️
src/components/ReportHeaderAvatars.tsx	`93.54% <100.00%> (ø)`
...components/Search/SearchRouter/useAskConcierge.tsx	`96.77% <100.00%> (+1.12%)`	⬆️
.../components/SidePanel/SidePanelContextProvider.tsx	`88.00% <100.00%> (+0.24%)`	⬆️
...rc/hooks/useOpenConciergeAnywhere/index.native.tsx	`100.00% <100.00%> (ø)`
src/libs/OptionsListUtils/index.ts	`91.28% <ø> (ø)`
src/libs/ReportNameUtils.ts	`81.76% <100.00%> (+0.48%)`	⬆️
src/libs/ReportUtils.ts	`87.22% <100.00%> (-0.02%)`	⬇️
... and 9 more
... and 12 files with indirect coverage changes

# Conflicts: # src/libs/ReportNameUtils.ts # src/libs/SidebarUtils.ts

rushatgabhane · 2026-09-14T11:25:33Z

all fixed

puneetlath · 2026-09-14T14:45:10Z

I notice that the thread header starts out as Concierge's avatar and then switches to the user's avatar. Is that a bug?

Also, I would think that we open the thread in the right-hand pane when asking a question from the homepage, not that we would send the user to the Inbox.

rushatgabhane · 2026-09-14T14:46:06Z

I notice that the thread header starts out as Concierge's avatar and then switches to the user's avatar. Is that a bug?

that bug has been fixed

rushatgabhane · 2026-09-14T14:46:21Z

Also, I would think that we open the thread in the right-hand pane when asking a question from the homepage, not that we would send the user to the Inbox.

cool, let me update that

rushatgabhane · 2026-09-14T15:22:30Z

@puneetlath all done

Screen.Recording.2026-09-14.at.17.20.15.mov

…cierge-thread-title

github-actions · 2026-09-14T16:04:32Z

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

github-actions · 2026-09-14T16:08:33Z

🧪🧪 Use the links below to test this adhoc build on Android, iOS, and Web. Happy testing! 🧪🧪
Built from App PR #99317.

Android 🤖	iOS 🍎
https://ad-hoc-expensify-cash.s3.us-east-1.amazonaws.com/rock-artifacts/ad-hoc/rock-android-Adhoc-f0f89a9-e0b1529-ae56cb37e3309e3a5e47bf53e83cb5d9431aaac4/index.html	https://ad-hoc-expensify-cash.s3.us-east-1.amazonaws.com/rock-artifacts/ad-hoc/rock-ios-device-AdHoc-f0f89a9-e0b1529-f9310d66a422bf561287fdd27d819792c49bf584/index.html

Web 🕸️
https://99317.pr-testing.expensify.com

👀 View the workflow run that generated this build 👀

OSBotify · 2026-09-14T16:11:21Z

✋ 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 · 2026-09-15T01:27:10Z

🚀 Deployed to staging by https://github.com/puneetlath in version: 9.4.78-0 🚀

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

kavimuru · 2026-09-15T01:28:00Z

@rushatgabhane is applause.expensifail.com domain accounts are beta enabled?

MelvinBot · 2026-09-15T01:40:40Z

Yes — help site changes are required. Draft PR: #101139

What changed for members

This PR changes what a member sees when they ask Concierge a question, and two articles described the old behavior:

Asking from the Expensify Concierge chat now opens a separate chat thread per question instead of replying inline.
The thread is renamed to a short Concierge-generated summary once the backend job runs — previously a thread was always named after the parent message text (ReportNameUtils.ts:1064-1075).
The thread shows the Concierge avatar rather than the asker's (ReportUtils.ts:3862-3866).
A single attachment sent with a question opens its own thread; several attachments at once stay in the DM (useAskConcierge.tsx:78-79).

Articles updated

docs/articles/new-expensify/concierge-ai/What-Concierge-Can-Do.md — new ## How Concierge organizes each question into its own chat thread section, fixed the "What happens after you message Concierge" bullet that said Concierge "responds in the same chat", plus two FAQ entries.
docs/articles/new-expensify/concierge-ai/Concierge-Basics.md — short note and a cross-link to the new section.

One thing to confirm before merging

The behavior is gated behind the conciergeRespondInThread beta, and it is not live yet. I drove the current web build to check: selecting Ask Concierge from the search bar still posts into the single Expensify Concierge chat, and no separate thread row appears in the Inbox.

So the new section ends with "This is rolling out gradually, so you may still see Concierge reply directly in your Expensify Concierge chat" — accurate both before and after the beta ships. Please keep the docs PR in draft until the beta is enabled broadly.

UI verification and a separate docs bug I found

Labels used in the new copy, all verified against the live web build: the search option reads exactly Ask Concierge, the chat is named Expensify Concierge, and threads live under the Inbox tab. There is no navigation tab literally named "Ask Concierge" — that string only appears as a search-suggestion row and as Home composer placeholder text.

Authoring follows docs/HELP_AUTHORING_GUIDELINES.md (single # title, task-based ## headings, relative cross-links, no ###) and docs/HELPSITE_NAMING_CONVENTIONS.md (bolded, exact-case UI labels).

Out of scope for this PR, but worth a separate fix: Concierge-Basics.md and Support-Agent.md both tell members to click the Concierge icon in the top-right corner. That control's accessible label in the current build is Help. I left it alone since it is unrelated to this PR.

@MelvinBot, please review the linked help site PR and confirm it reflects the current behavior. Then mark the linked help site PR Ready for review

view run · no recording available

rushatgabhane · 2026-09-15T11:04:02Z

applause.expensifail.com

i'm not sure. cc @puneetlath #99317 (comment)

puneetlath · 2026-09-15T14:19:20Z

@kavimuru I believe it should be part of the default betas, which applause is added to. But if not, I see that applauseexpensifyteam@gmail.com is on the beta.

lanitochka17 · 2026-09-15T19:25:35Z

Deploy Blocker #101244 was identified to be related to this PR.

OSBotify · 2026-09-15T23:43:45Z

🚀 Deployed to production by https://github.com/luacmartins in version: 9.4.78-3 🚀

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

Bundle Size Analysis (Sentry):

Android

rushatgabhane added 6 commits August 18, 2026 14:18

Thread Concierge attachments

63996bf

Count single attachment array

b04bf60

Restore single line

1fbe82c

Drop comment

d2751d5

Merge branch 'Expensify:main' into concierge-attachment-thread

9462356

Show thread title

130ca3b

rushatgabhane requested review from a team as code owners August 24, 2026 09:21

melvin-bot Bot assigned rushatgabhane Aug 24, 2026

melvin-bot Bot requested review from JmillsExpensify and justinpersaud and removed request for a team August 24, 2026 09:21

rushatgabhane removed request for JmillsExpensify and justinpersaud August 24, 2026 09:22

rushatgabhane marked this pull request as draft August 24, 2026 09:22

chatgpt-codex-connector Bot reviewed Aug 24, 2026

View reviewed changes

Comment thread src/libs/ReportNameUtils.ts Resolved

rushatgabhane added 5 commits August 24, 2026 14:16

Respect moderation

a312e36

Concierge thread avatar

2087b04

Fix lint

ea801be

Prefer title over attachment

5f59190

Merge branch 'main' into concierge-thread-title

a31d83d

rushatgabhane added 4 commits August 26, 2026 05:45

Merge attachment threads

bd6be56

Keep thread avatar

661c49e

Concierge avatar in LHN

5321be6

Merge remote-tracking branch 'upstream/main' into concierge-thread-title

5cb5646

# Conflicts: # src/libs/ReportNameUtils.ts # src/libs/SidebarUtils.ts

rushatgabhane changed the title ~~Show thread title~~ Show generated thread title Sep 8, 2026

Fix test type error

957d3f7

Open thread in sidepanel

945f467

Test sidepanel threads

a2050b9

puneetlath previously approved these changes Sep 14, 2026

View reviewed changes

rushatgabhane added 3 commits September 14, 2026 18:37

Merge branch 'Expensify:main' into concierge-thread-title

a76405c

Fix lint error

894da86

Merge remote-tracking branch 'origin/concierge-thread-title' into con…

863c448

…cierge-thread-title

rushatgabhane dismissed puneetlath’s stale review via 863c448 September 14, 2026 15:38

puneetlath approved these changes Sep 14, 2026

View reviewed changes

puneetlath merged commit f0f89a9 into Expensify:main Sep 14, 2026
35 of 36 checks passed

OSBotify mentioned this pull request Sep 15, 2026

Deploy Checklist: New Expensify 2026-09-15 #101132

Closed

62 tasks done

MelvinBot mentioned this pull request Sep 15, 2026

[Beta: conciergeRespondInThread] [no QA] Docs updates for E/A#99317 Concierge answers each question in its own thread #101139

Closed

40 tasks

applause-bot Bot mentioned this pull request Sep 15, 2026

Concierge-Thread is created for the question, shows Fix page and no replies when opened #101244

Closed

1 of 7 tasks

lanitochka17 mentioned this pull request Sep 15, 2026

Ask Concierge: one question, one thread #94503

Open

This was referenced Oct 16, 2026

[NoQA] Keep first Concierge send span alive across the thread switch #104240

Merged

[Metrics] Investigate remaining ~1-2s ManualSendMessage spans #95584

Closed

Conversation

rushatgabhane commented Aug 24, 2026 • edited Loading Uh oh! There was an error while loading. Please reload this page.

Uh oh!

Explanation of Change

Fixed Issues

Tests

Offline tests

QA Steps

PR Author Checklist

Screenshots/Videos

Uh oh!

melvin-bot Bot commented Aug 24, 2026

Uh oh!

chatgpt-codex-connector Bot left a comment

Choose a reason for hiding this comment

💡 Codex Review

Uh oh!

Uh oh!

codecov Bot commented Aug 26, 2026 • edited by github-actions Bot Loading Uh oh! There was an error while loading. Please reload this page.

Uh oh!

Codecov Report

Uh oh!

rushatgabhane commented Sep 14, 2026

Uh oh!

puneetlath commented Sep 14, 2026

Uh oh!

rushatgabhane commented Sep 14, 2026

Uh oh!

rushatgabhane commented Sep 14, 2026

Uh oh!

rushatgabhane commented Sep 14, 2026 • edited Loading Uh oh! There was an error while loading. Please reload this page.

Uh oh!

Uh oh!

Uh oh!

github-actions Bot commented Sep 14, 2026

Uh oh!

github-actions Bot commented Sep 14, 2026

Uh oh!

OSBotify commented Sep 14, 2026

Uh oh!

OSBotify commented Sep 15, 2026

Uh oh!

kavimuru commented Sep 15, 2026

Uh oh!

MelvinBot commented Sep 15, 2026 • edited Loading Uh oh! There was an error while loading. Please reload this page.

Uh oh!

What changed for members

Articles updated

One thing to confirm before merging

Uh oh!

rushatgabhane commented Sep 15, 2026 • edited Loading Uh oh! There was an error while loading. Please reload this page.

Uh oh!

Uh oh!

puneetlath commented Sep 15, 2026

Uh oh!

lanitochka17 commented Sep 15, 2026

Uh oh!

OSBotify commented Sep 15, 2026

Uh oh!

Reviewers

Uh oh!

Assignees

Labels

Projects

Milestone

Development

Uh oh!

7 participants

rushatgabhane commented Aug 24, 2026 •

edited

Loading

codecov Bot commented Aug 26, 2026 •

edited by github-actions Bot

Loading

rushatgabhane commented Sep 14, 2026 •

edited

Loading

MelvinBot commented Sep 15, 2026 •

edited

Loading

rushatgabhane commented Sep 15, 2026 •

edited

Loading