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Fix: Report quick action on Home should not redirect to Inbox#87787

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nabi-ebrahimi:fix/report-quick-action-no-inbox-redirect
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Fix: Report quick action on Home should not redirect to Inbox#87787
nabi-ebrahimi wants to merge 6 commits intoExpensify:mainfrom
nabi-ebrahimi:fix/report-quick-action-no-inbox-redirect

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@nabi-ebrahimi nabi-ebrahimi commented Apr 13, 2026

Explanation of Change

This PR fixes the Create report navigation flow so it always opens in the Reports page context instead of keeping the previously active fullscreen tab.

When a report is created from Home quick actions or the FAB menu, the app now transitions into the Reports page first, then opens the newly created report, or the workspace-selection flow if needed, from that context. This keeps the experience consistent with the intended product behavior and prevents users from landing in the wrong navigation context.

Fixed Issues

$ #87073
PROPOSAL: #87073 (comment)

Tests

  1. Navigate to Home.

    • Click the Report button in the quick actions bar.
    • Verify the app navigates to the Reports page instead of Inbox.
    • Verify the newly created empty report opens in the wide RHP modal.
  2. Return to Home.

    • Open the global FAB menu and click Create report.
    • Verify the app navigates to the Reports page instead of staying on the previous tab or redirecting to Inbox.
    • Verify the newly created empty report opens in the wide RHP modal.
  3. Navigate to another tab, such as Workspaces.

    • Open the FAB menu and click Create report.
    • Verify the app still navigates to the Reports page.
    • Verify the newly created empty report opens in the wide RHP modal.
  4. Force the workspace-selection flow by using an account/setup that requires choosing a workspace before report creation.

    • From Home, click the Report quick action.
    • Verify the app first navigates to the Reports page and shows the workspace list in the RHP.
    • Select a workspace.
    • Verify the workspace list RHP is replaced by the newly created empty report in the same Reports context.
  • Verify that no errors appear in the JS console

Offline tests

Same as Tests.

QA Steps

Same as Tests.

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

  • 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 followed proper code patterns (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
      • 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
  • I followed the guidelines as stated in the Review Guidelines
  • 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)
  • 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
  • I verified that if a function's arguments changed that all usages have also been updated correctly
  • 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
    • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(theme.componentBG))
  • 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.
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  • 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
Screen.Recording.2026-04-14.at.1.01.15.AM.mov
Android: mWeb Chrome
Screen.Recording.2026-04-14.at.1.03.40.AM.mov
iOS: Native
Screen.Recording.2026-04-14.at.12.43.51.AM.mov
iOS: mWeb Safari
Screen.Recording.2026-04-14.at.1.06.56.AM.mov
MacOS: Chrome / Safari
Screen.Recording.2026-04-14.at.10.11.28.AM.mov
Screen.Recording.2026-04-14.at.10.11.57.AM.mov
Screen.Recording.2026-04-14.at.10.12.31.AM.mov
Screen.Recording.2026-04-14.at.10.24.46.AM.mov

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codecov Bot commented Apr 13, 2026

Codecov Report

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

Files with missing lines Coverage Δ
...nents/Navigation/QuickCreationActionsBar/index.tsx 0.00% <ø> (ø)
...rc/libs/Navigation/helpers/getCreateReportRoute.ts 100.00% <100.00%> (ø)
...BPopoverContent/menuItems/CreateReportMenuItem.tsx 54.05% <ø> (+1.42%) ⬆️
... and 64 files with indirect coverage changes

@nabi-ebrahimi nabi-ebrahimi marked this pull request as ready for review April 14, 2026 04:59
@nabi-ebrahimi nabi-ebrahimi requested review from a team as code owners April 14, 2026 04:59
@melvin-bot melvin-bot Bot requested review from ZhenjaHorbach and flaviadefaria and removed request for a team April 14, 2026 04:59
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melvin-bot Bot commented Apr 14, 2026

@ZhenjaHorbach 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 removed the request for review from a team April 14, 2026 04:59

type GetCreateReportRouteParams = {
reportID: string;
shouldUseNarrowLayout?: boolean;
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❌ CONSISTENCY-4 (docs)

The shouldUseNarrowLayout property is declared in GetCreateReportRouteParams but is never used in the getCreateReportRoute function. The function destructures only {reportID} on line 20, ignoring shouldUseNarrowLayout entirely.

Remove shouldUseNarrowLayout from the type definition, or use it in the function body if it was intended to affect routing logic:

type GetCreateReportRouteParams = {
    reportID: string;
};

Reviewed at: cb0eddc | Please rate this suggestion with 👍 or 👎 to help us improve! Reactions are used to monitor reviewer efficiency.

groupPoliciesWithChatEnabled.length > 1)
) {
Navigation.navigate(ROUTES.NEW_REPORT_WORKSPACE_SELECTION.getRoute());
// Navigate to the Reports page first so workspace selection continues from
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❌ CONSISTENCY-3 (docs)

The "navigate to Reports root, then navigate via microtask queue to workspace selection" pattern is duplicated identically in both CreateReportMenuItem.tsx and QuickCreationActionsBar/index.tsx:

Navigation.navigate(getReportsRootRoute());
Navigation.setNavigationActionToMicrotaskQueue(() => {
    Navigation.navigate(ROUTES.NEW_REPORT_WORKSPACE_SELECTION.getRoute());
});

Consider extracting this into a shared helper in getCreateReportRoute.ts (e.g., navigateToWorkspaceSelection()) to consolidate this duplicated navigation logic alongside the existing getCreateReportRoute and getReportsRootRoute helpers.


Reviewed at: cb0eddc | Please rate this suggestion with 👍 or 👎 to help us improve! Reactions are used to monitor reviewer efficiency.

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💡 Codex Review

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Reviewed commit: cb0eddc4b4

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);
// Navigate to the Reports page first so getCreateReportRoute() resolves against
// the Search/Reports fullscreen context before opening the created report modal.
Navigation.navigate(getReportsRootRoute());
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P2 Badge Replace Reports-root transition when coming from search report

handleCreateWorkspaceReport() always calls Navigation.navigate(getReportsRootRoute()) before opening the new report, but when isReportInSearch is true only the second navigation is forceReplace. Because Navigation.navigate() defaults to a push when forceReplace is omitted (src/libs/Navigation/helpers/linkTo/index.ts), this leaves the previous search/r/:reportID route in the stack and back navigation from the newly created report can return to that stale report context instead of the Reports list this change is trying to enforce.

Useful? React with 👍 / 👎.

Comment on lines +34 to +45
if (isSearchTopmostFullScreenRoute()) {
return ROUTES.SEARCH_MONEY_REQUEST_REPORT.getRoute({reportID, backTo: activeRoute});
}

if (isHomeTopmostFullScreenRoute()) {
return ROUTES.SEARCH_MONEY_REQUEST_REPORT.getRoute({
reportID,
backTo: getReportsRootRoute(),
});
}

return ROUTES.REPORT_WITH_ID.getRoute(reportID, undefined, undefined, activeRoute);
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@ZhenjaHorbach ZhenjaHorbach Apr 14, 2026

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I'm a bit confused
Wouldn't ROUTES.REPORT_WITH_ID.getRoute(reportID, undefined, undefined, activeRoute) just open the new report on the current screen?
Without navigating to the Reports tab?

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Yes, that’s correct for the fallback branch.
For the Home quick action and FAB flow, we navigate to Reports first, then call getCreateReportRoute(), so those paths resolve through the SEARCH_MONEY_REQUEST_REPORT branch. The REPORT_WITH_ID(..., activeRoute) branch is just the default fallback for unrelated callers.

}

export default getCreateReportRoute;
export {getReportsRootRoute, navigateToReportsRoot, navigateToCreateReportWorkspaceSelection};
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Can you write tests for these new utils?

Comment on lines +6 to +16
const isHomeTopmostFullScreenRoute = (): boolean => {
const rootState = navigationRef.getRootState() as State<RootNavigatorParamList>;

if (!rootState) {
return false;
}

return rootState.routes.findLast((route) => isFullScreenName(route.name))?.name === SCREENS.HOME;
};

export default isHomeTopmostFullScreenRoute;
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Do we need this?

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@nabi-ebrahimi nabi-ebrahimi Apr 14, 2026

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No, we don’t need it anymore. I missed that after the latest navigation changes, thanks for catching it, I’ll remove it.

);
// Navigate to the Reports page first so getCreateReportRoute() resolves against
// the Search/Reports fullscreen context before opening the created report modal.
Navigation.navigate(getReportsRootRoute());
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@ZhenjaHorbach ZhenjaHorbach Apr 14, 2026

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Why don't you use navigateToReportsRoot here?
Or just remove navigateToReportsRoot from your utilities and use this format in another place

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Good point. I’ll update QuickCreationActionsBar to use the helper for consistency. Thanks

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Let's better remove navigateToReportsRoot
Because it doesn't shorten the code much 😅

@nabi-ebrahimi
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@ZhenjaHorbach I have addressed all the feedbacks. Please take another look when you have a moment. Thanks

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@ZhenjaHorbach I have addressed all the feedbacks. Please take another look when you have a moment. Thanks

What about this?
#87787 (comment)

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What about this? #87787 (comment)

Oh, I just missed that comment. That sounds good too, I’ll remove navigateToReportsRoot.

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What about this? #87787 (comment)

@ZhenjaHorbach addressed that as well. Please take another look when you have a chance. Thanks

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ZhenjaHorbach commented Apr 14, 2026

I suppose in this case, we also need to navigate to the Reports tab with the created report
But I suppose we need to check all places where we use NewReportWorkspaceSelectionPage screen
And check whether it makes sense to navigate to the Reports tab

2026-04-14.16.59.49.mov

flaviadefaria
flaviadefaria previously approved these changes Apr 15, 2026
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The changes proposed in this PR look good to me.

@JmillsExpensify
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@ZhenjaHorbach anything you need from me on this PR?

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I suppose in this case, we also need to navigate to the Reports tab with the created report But I suppose we need to check all places where we use NewReportWorkspaceSelectionPage screen And check whether it makes sense to navigate to the Reports tab

2026-04-14.16.59.49.mov

@JmillsExpensify
Maybe only this
Just for confirmation 😅

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I suppose in this case, we also need to navigate to the Reports tab with the created report But I suppose we need to check all places where we use NewReportWorkspaceSelectionPage screen And check whether it makes sense to navigate to the Reports tab
2026-04-14.16.59.49.mov

@JmillsExpensify Maybe only this Just for confirmation 😅

Yes, I agree with "we also need to navigate to the Reports tab with the created report"

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I suppose in this case, we also need to navigate to the Reports tab with the created report

@ZhenjaHorbach I handled this case as well. Please let me know if there’s any other case remaining that I should cover. Thanks

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@ZhenjaHorbach gentle bump. thanks

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ZhenjaHorbach commented Apr 22, 2026

I'm not sure about this behaviour
When we don't have a workspace and want to create a report
Should we navigate first to the Reports tab and then create a workspace and a report
Or should we create a workspace on the Home tab and then navigate to the Reports tab?

CC: @JmillsExpensify

On dev

2026-04-22.12.28.43.mov

On staging

2026-04-22.12.29.12.mov

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4 participants