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Hide read Concierge history in main DM chat#88769

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Krishna2323:krishna2323/issue/88635
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Hide read Concierge history in main DM chat#88769
Krishna2323 wants to merge 74 commits into
Expensify:mainfrom
Krishna2323:krishna2323/issue/88635

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@Krishna2323 Krishna2323 commented Apr 25, 2026

Explanation of Change

Fixed Issues

$ #88635
PROPOSAL: N/A

Tests

Test 1: Main DM - Welcome state shown when all messages are read

  1. Open the Concierge DM in the main view (not the side panel)
  2. Ensure all messages have been read (no unread messages)
  3. Expected: The "Ask me anything" header is shown, with an ephemeral "Hi there, how can I help?" greeting from Concierge and a "Show history" divider. Full chat history is hidden behind the divider.

Test 2: Main DM - Show history reveals full chat

  1. From the welcome state above, tap the "Show history" button
  2. Expected: The divider and ephemeral greeting disappear. The full message history is now visible.

Test 3: Main DM - Sending a message shows session messages

  1. Open the Concierge DM in the main view (welcome state visible)
  2. Send a message to Concierge
  3. Expected: Your message and Concierge's reply appear alongside the ephemeral greeting. Old history remains hidden behind the "Show history" divider.

Test 4: Main DM - Reopening resets to welcome state

  1. From the Concierge DM, navigate to a different chat
  2. Navigate back to the Concierge DM
  3. Expected: The welcome state resets — ephemeral greeting and "Show history" divider are shown again, with session history hidden.

Test 5: Side panel behavior unchanged

  1. Open the Concierge chat in the side panel
  2. Expected: Same behavior as before — welcome header, ephemeral greeting, and "Show history" divider. Sending a message shows session messages. Closing and reopening the panel resets to the fresh welcome state.

Test 6: Non-Concierge reports unaffected

  1. Open any non-Concierge chat in the main view
  2. Expected: Full chat history displayed normally — no welcome state, no greeting, no "Show history" button.
  • Verify that no errors appear in the JS console

Offline tests

  1. Turn off network connection
  2. Open the Concierge DM in the main view
  3. Expected: Same behavior as before — welcome header, ephemeral greeting, and "Show history" divider. Sending a message shows session messages. Closing and reopening the panel resets to the fresh welcome state.

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
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    • iOS: mWeb Safari
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    • MacOS: Desktop
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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 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_hybrid.mp4
Android: mWeb Chrome
android_mWeb.mp4
iOS: Native
ios_hybrid.mp4
iOS: mWeb Safari
ios_mWeb.mp4
MacOS: Chrome / Safari
web_chrome_test_1.mp4
web_chrome_test_2.mp4

Signed-off-by: krishna2323 <belivethatkg@gmail.com>
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melvin-bot Bot commented Apr 25, 2026

Hey, I noticed you changed src/languages/en.ts in a PR from a fork. For security reasons, translations are not generated automatically for PRs from forks.

If you want to automatically generate translations for other locales, an Expensify employee will have to:

  1. Look at the code and make sure there are no malicious changes.
  2. Run the Generate static translations GitHub workflow. If you have write access and the K2 extension, you can simply click: [this button]

Alternatively, if you are an external contributor, you can run the translation script locally with your own OpenAI API key. To learn more, try running:

npx ts-node ./scripts/generateTranslations.ts --help

Typically, you'd want to translate only what you changed by running npx ts-node ./scripts/generateTranslations.ts --compare-ref main

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Comment thread src/pages/inbox/report/ReportActionsView.tsx Outdated
Comment thread src/hooks/useConciergeSidePanelReportActions.ts Outdated
Signed-off-by: krishna2323 <belivethatkg@gmail.com>
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codecov Bot commented Apr 25, 2026

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/App.tsx 100.00% <ø> (ø)
src/CONST/index.ts 93.84% <ø> (ø)
src/hooks/useReportActionsPagination.ts 100.00% <100.00%> (ø)
src/hooks/useReportActionsVisibility.ts 94.11% <100.00%> (+1.52%) ⬆️
src/hooks/useShouldSuppressConciergeIndicators.tsx 92.30% <100.00%> (+1.39%) ⬆️
src/pages/inbox/report/ReportActionsView.tsx 94.44% <100.00%> (+1.34%) ⬆️
.../pages/inbox/report/ShowPreviousMessagesButton.tsx 100.00% <100.00%> (ø)
src/hooks/useConciergeSidePanelReportActions.ts 94.80% <93.33%> (+1.82%) ⬆️
src/pages/inbox/report/ReportActionsList.tsx 77.41% <50.00%> (-0.90%) ⬇️
src/pages/inbox/ConciergeSessionContext.tsx 59.45% <59.45%> (ø)
... and 7 files with indirect coverage changes

Signed-off-by: krishna2323 <belivethatkg@gmail.com>
@Krishna2323 Krishna2323 marked this pull request as ready for review April 28, 2026 21:05
@Krishna2323 Krishna2323 requested review from a team as code owners April 28, 2026 21:05
@melvin-bot melvin-bot Bot requested review from carlosmiceli and joekaufmanexpensify and removed request for a team April 28, 2026 21:05
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melvin-bot Bot commented Apr 28, 2026

@carlosmiceli 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 28, 2026 21:05
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Krishna2323 commented Apr 28, 2026

Recordings are left — I’ll add them tomorrow 😮‍💨

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Nice, this is a great change!

…dary logic

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Comment thread src/hooks/useConciergeSidePanelReportActions.ts Outdated
Comment thread src/hooks/useConciergeSidePanelReportActions.ts Outdated
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@parasharrajat please start reviewing the code changes, I'll add the recordings tomorrow morning.

@marcaaron marcaaron removed the request for review from carlosmiceli April 29, 2026 21:43
Signed-off-by: krishna2323 <belivethatkg@gmail.com>
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@codex review

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@dmkt9 all bugs are fixed, please check again 🫩

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Comment thread src/pages/inbox/ConciergeSessionContext.tsx Outdated
Comment thread src/hooks/useReportActionsVisibility.ts
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dmkt9 commented May 27, 2026

Bug: session will be broken when quickly switching back and forth between Concierge and other reports:

2026-05-22.10-08-38.mp4

I still sometimes see this bug on my end. It may be due to slow performance in my development environment, but I believe this is still a potential bug since we use startTransition to update reportID.

For example, I can also reproduce it on android native: when the target report has just appeared and is loading, if I click the back button immediately, the session is still not reset upon returning. On android chrome, it is harder to reproduce using a similar method because the delay of startTransition might be different:

2026-05-27.10-46-13.mp4

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dmkt9 commented May 27, 2026

Bug: On mobile, the session is reseted after clicking "Claim offer"

2026-05-27.10-39-41.mp4

…d boundary

Signed-off-by: krishna2323 <belivethatkg@gmail.com>
hasOlderActions,
loadOlderChats,
mainDMSessionStartTime,
conciergeShowFullHistory: conciergeShowFullHistory || !!reportActionIDFromRoute,
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If there is an incomplete task in Concierge, then !!reportActionIDFromRoute === true and the session always starts with full messages

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@dmkt9 When reportActionIDFromRoute is set for an incomplete task, showing full history seems expected. Hiding it behind "Show history" would prevent them from completing it. The route param is set specifically to scroll to the task, and full history ensures it's visible.

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dmkt9 commented May 27, 2026

Bug: Unread messages are not rendered after clearing the cache

2026-05-27.11-01-45.mp4

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dmkt9 commented May 27, 2026

@codex review

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Comment thread src/hooks/useConciergeSidePanelReportActions.ts Outdated
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Bug: On mobile, the session is reseted after clicking "Claim offer"

2026-05-27.10-39-41.mp4

@dmkt9 On mobile, LHN back and Claim Offer both produce currentReportID = undefined — there's no signal at the provider level to distinguish them. We have two options:

Option A (current): Only clear the session when the user visits a different report. Going to LHN and immediately back preserves the session, but navigating LHN → Other Chat → Concierge correctly resets. Trade-off: LHN → back doesn't reset.

Option B: Always clear when leaving Concierge. This resets on LHN back, but also resets on Claim Offer, Settings, Search, and any other non-report page. Trade-off: session lost on every navigation away.

I'd recommend Option A — preserving the session on a quick LHN peek is reasonable UX, and it avoids breaking Claim Offer and Settings flows.

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dmkt9 commented May 27, 2026

Option A (current): Only clear the session when the user visits a different report. Going to LHN and immediately back preserves the session, but navigating LHN → Other Chat → Concierge correctly resets. Trade-off: LHN → back doesn't reset.

@Krishna2323 But in that case, if the user needs to reset the session, they need to open another report, then come back. I think it is quite inconvenient.

Can we add a focus route check to exclude the reset from Claim Offer?

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Bug: Unread messages are not rendered after clearing the cache

2026-05-27.11-01-45.mp4

I can't reproduce this, can you check again?

Monosnap.screencast.2026-05-27.10-09-09.mp4

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Bug: On mobile, the session is reseted after clicking "Claim offer"

FIxed

…ead markers

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dmkt9 commented May 27, 2026

Bug: Unread messages are not rendered after clearing the cache
2026-05-27.11-01-45.mp4

I can't reproduce this, can you check again?

Monosnap.screencast.2026-05-27.10-09-09.mp4

I will check it again now.

I can't reproduce it anymore 👍

// chat list (LHN). Preserve for non-report pages like Settings
// (Claim Offer → /settings/subscription).
const activeRoute = Navigation.getActiveRoute();
const isReportOrInbox = activeRoute.startsWith('/r/') || activeRoute === `/${ROUTES.INBOX}`;
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On mobile, since we only check the /r and /inbox routes, opening and closing the sidebar concierge on other routes, such as /workspace, will not reset the session.

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This code only manages the main Concierge DM session, not the sidebar. The clearing block is gated by prevIsConciergeMainDM !== isConciergeMainDM, which only fires when navigating away from the Concierge main DM (currentReportID === conciergeReportID). On /workspace routes, isConciergeMainDM is already false, so this block never executes. The sidebar session is managed separately by useSidePanelState. Additionally, on mobile, there is no sidebar Concierge (isSidePanelReportSupported = false).

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Even though there is no Concierge sidebar on native, we should still be consistent with the mobile browser. As you can see on native, we only have one option to open and close the Concierge DM to reset the Concierge sidebar.

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"After clicking a link in the Concierge messages and navigating to a different route, the session resets upon returning to the Inbox; I find this quite annoying."

This conflicts with your earlier feedback — If we clear the session on /workspace routes, clicking any Concierge link that navigates to a workspace page would reset the session upon return. The current whitelist (/r/ and /inbox only) was specifically designed to preserve the session for those link-navigation flows.

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Apologies for the lack of clarity. The /workspace route was just an example; I meant all routes that differ from /r and /inbox. I am reporting that we should reset the session when we close the Concierge sidebar. Because we only check /r and /inbox here, opening and closing the Concierge sidebar does not reset its own session.

2026-05-27.17-09-30.mp4

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@dmkt9 If we start resetting the session on workspace/settings routes, then anytime a user clicks a link in the Concierge chat (e.g., to change a workspace setting) and navigates back, the entire session would be reset — losing the conversation context. That's the behavior we're intentionally preserving here.

@marcaaron Could you please clarify what the expected behavior should be? Currently, we only reset the main DM session state when the user navigates to another report or the inbox (LHN). Should we also reset when navigating to workspace/settings pages, even though that would cause the session to reset when following links from Concierge?

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@Krishna2323 @marcaaron Actually, I didn't mean we have to reset the Concierge DM session when we are on the workspace/settings route.

With your previous check: const shouldClear = shouldUseNarrowLayout || (!!currentReportID && currentReportID !== conciergeReportID);, I see it works well and only has a bug with the "Claim offer" button, so I recommend using the focused route to handle only that bug.

As for native, since we don't have a real concierge sidebar, I already know and accept cases like:
We are on Concierge DM > Search icon > "type: expense" > Navigate to Spend > Tap on Concierge sidebar icon > Concierge sidebar opens and it has the same session as Concierge DM, as it is Concierge DM as well.

But if we don't have a deep Concierge DM open, we shouldn't keep the Concierge sidebar from resetting when we close it.

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@dmkt9 The two scenarios — (A) following a Concierge link to a workspace page, and (B) opening/closing the sidebar from a workspace page — produce the same state transition in the provider. We can't preserve the session for (A) while clearing it for (B) with a route check alone. Could you clarify which behavior should take priority, or suggest how to distinguish between the two?

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@dmkt9 bump

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Can you guys open a Slack thread and describe what the issue here is? I think it would be good to get consensus and loop in design / product. Curious to get more feedback.

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dmkt9 commented May 27, 2026

@codex review

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dmkt9 commented May 27, 2026

Bug: The greeting message disappears after submitting a message, navigating to the workspace, and then going back.

2026-05-27.15-39-34.mp4

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Comment thread src/hooks/useConciergeSidePanelReportActions.ts Outdated
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Bug: The greeting message disappears after submitting a message, navigating to the workspace, and then going back.

fixed

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