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Decompose scan pr3 variants router#89293

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cristipaval merged 43 commits into
Expensify:mainfrom
callstack-internal:decompose-scan-pr3-variants-router
May 27, 2026
Merged

Decompose scan pr3 variants router#89293
cristipaval merged 43 commits into
Expensify:mainfrom
callstack-internal:decompose-scan-pr3-variants-router

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@rinej rinej commented Apr 30, 2026

Explanation of Change

This is PR 3a and 3b combined of 5 in the IOURequestStepScan decomposition series (see #85583 for the full split plan).
PR 1 (#87083) and PR 2 (#87883) are merged.

The monolithic IOURequestStepScan had ~27 Onyx subscriptions shared across all scan flows, causing unnecessary re-renders and camera jank.
This PR decomposes it into a thin router (ScanRouter) that selects one of 4 focused variant components (ScanEditReceipt, ScanFromReport, ScanGlobalCreate, ScanSkipConfirmation), each subscribing only to the Onyx data it needs.

Shared logic is extracted into 6 small utility files (receipt file building, file source abstraction, telemetry span helper, file readability check, scan capture hook, GPS permission gate).

The old platform-split files (index.native.tsx, DesktopWebUploadView, MobileWebCameraView) are deleted - platform differences are now handled by the Camera component from PR 2.

Fixed Issues

$ #89383
$ #89384
PROPOSAL:

Tests

Flow 1: Edit Receipt

  • Create an expense with a receipt (FAB → Submit expense → Scan → upload photo → complete the flow)
  • Open the created expense → tap the receipt image → tap "Replace"
  • Upload or capture a new receipt
  • Verify: the receipt is replaced and you navigate back to the expense

Flow 2: From Report

  • Open an existing report/chat
  • Tap (+) → Submit expense → Scan tab
  • Upload/capture a receipt
  • Verify: navigates to the confirmation page with participants pre-filled from the report

Flow 3: Global Create (FAB)

  • From the main screen (not inside a report), tap FAB (+) → Submit expense → Scan
  • Upload/capture a receipt
  • Verify: either auto-selects a workspace and goes to confirmation, OR shows participant picker (depends on default expense policy)

Flow 4: Skip Confirmation (Quick Action)

  • Open a report that has the quick scan action
  • Use the quick action to scan a receipt
  • Upload/capture a receipt
  • Verify: the transaction is created directly without showing the confirmation page

Offline tests

QA Steps

  • Same as tests

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
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  • 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)
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  • 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
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    • 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
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  • 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 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

Scan Receipt:
https://github.com/user-attachments/assets/4689e74b-61b0-4a70-960b-ae797b685e49

Replace:

android-replace.mp4
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari

Scan Receipt:
https://github.com/user-attachments/assets/09c7a784-02dd-49a4-9e1a-e5a2f49dd9b8

Replace:
https://github.com/user-attachments/assets/f1a2c22c-781b-44fd-a62e-609587746f83

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codecov Bot commented May 4, 2026

@rinej rinej marked this pull request as ready for review May 5, 2026 13:35
@rinej rinej requested review from a team as code owners May 5, 2026 13:35
@melvin-bot melvin-bot Bot requested review from a team, bernhardoj and joekaufmanexpensify and removed request for a team May 5, 2026 13:35
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melvin-bot Bot commented May 5, 2026

@bernhardoj 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]

}

if (!isMultiScanEnabled) {
removeDraftTransactionsByIDs(Object.keys(draftTransactionIDs ?? {}), true);
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❌ CONSISTENCY-3 (docs)

The processReceipts function body is nearly identical across ScanFromReport, ScanGlobalCreate, and ScanSkipConfirmation. All three share the same pattern: early return on empty files, conditionally calling removeDraftTransactionsByIDs, then calling buildReceiptFiles with the same parameter shape. This duplicated logic increases maintenance overhead — a bug fix or change must be applied in three places.

Extract the shared receipt-processing logic into a reusable utility or hook, e.g.:

// utils/processReceiptFiles.ts
function processReceiptFiles({files, isMultiScanEnabled, draftTransactionIDs, ...buildParams}) {
    if (files.length === 0) return [];
    if (!isMultiScanEnabled) {
        removeDraftTransactionsByIDs(Object.keys(draftTransactionIDs ?? {}), true);
    }
    return buildReceiptFiles(buildParams);
}

Then each variant calls this shared function and only adds its own navigation/submission logic.


Reviewed at: aa8ed07 | Please rate this suggestion with 👍 or 👎 to help us improve! Reactions are used to monitor reviewer efficiency.

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I think we can move the logic to buildReceiptFiles instead of creating another util.

Also, we check for isStartingScan before calling removeDraftTransactionsByIDs.

if (!isMultiScanEnabled && isStartingScan) {
removeDraftTransactionsByIDs(draftTransactionIDs, true);
}

currentUserEmail: currentUserPersonalDetails.login,
backToReport,
shouldGenerateTransactionThreadReport: false,
isASAPSubmitBetaEnabled,
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❌ CONSISTENCY-2 (docs)

The string 'USD' is a magic value used as a currency fallback. The codebase already defines CONST.CURRENCY.USD for this purpose.

Replace the magic string with the named constant:

currency: transaction?.currency ?? CONST.CURRENCY.USD,

Reviewed at: aa8ed07 | Please rate this suggestion with 👍 or 👎 to help us improve! Reactions are used to monitor reviewer efficiency.

const firstReceiptFile = files.at(0);

// Split bill flow
if (iouType === CONST.IOU.TYPE.SPLIT && firstReceiptFile) {
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❌ PERF-15 (docs)

This useEffect calls getLocationPermission().then(...) which triggers getCurrentPosition and setUserLocation. The dependency array [transaction?.amount, iouType] means this effect can re-fire. If the deps change while the previous async chain is still in flight, the stale callback will still execute clearUserLocation() and setUserLocation(), potentially overwriting a more recent result.

Add an ignore flag to discard stale responses:

useEffect(() => {
    let ignore = false;
    const gpsRequired = transaction?.amount === 0 && iouType !== CONST.IOU.TYPE.SPLIT;
    if (!gpsRequired) {
        return;
    }

    getLocationPermission().then((status) => {
        if (ignore || (status !== RESULTS.GRANTED && status !== RESULTS.LIMITED)) {
            return;
        }
        clearUserLocation();
        getCurrentPosition(
            (successData) => {
                if (!ignore) {
                    setUserLocation({longitude: successData.coords.longitude, latitude: successData.coords.latitude});
                }
            },
            () => {},
        );
    });

    return () => { ignore = true; };
}, [transaction?.amount, iouType]);

Reviewed at: aa8ed07 | 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: aa8ed07830

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Comment on lines +112 to +113
startScanProcessSpan(isMultiScanEnabled);
navigateGlobalCreate(receiptFiles);
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P1 Badge Preserve multi-scan capture queue before navigating

When isMultiScanEnabled is true, this branch still navigates immediately after every capture, so the scan screen exits after the first shutter press instead of letting users collect multiple camera shots and submit them together. In practice this regresses multi-scan behavior on mobile/native for the create flow (the same eager navigation pattern is also present in the other scan variants), while only gallery multi-select continues to support batching.

Useful? React with 👍 / 👎.

}

if (!isMultiScanEnabled) {
removeDraftTransactionsByIDs(Object.keys(draftTransactionIDs ?? {}), true);
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P1 Badge Pass actual draft transaction IDs to cleanup

validTransactionDraftIDsSelector already returns a string[] of transaction IDs, but wrapping it with Object.keys(...) converts it to array indexes ("0", "1", ...). As a result removeDraftTransactionsByIDs() removes the wrong Onyx keys and leaves real draft transactions behind, which can leak stale drafts/receipts into subsequent scan flows.

Useful? React with 👍 / 👎.

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Valid review

const [conciergeReportID] = useOnyx(ONYXKEYS.CONCIERGE_REPORT_ID);
const [allTransactionDrafts] = useOnyx(ONYXKEYS.COLLECTION.TRANSACTION_DRAFT, {selector: validTransactionDraftsSelector});
const [draftTransactionIDs] = useOnyx(ONYXKEYS.COLLECTION.TRANSACTION_DRAFT, {selector: validTransactionDraftIDsSelector});
const [shouldStartLocationPermissionFlow] = useOnyx(ONYXKEYS.NVP_LAST_LOCATION_PERMISSION_PROMPT);
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P2 Badge Apply location-prompt selector before gating GPS modal

This reads NVP_LAST_LOCATION_PERMISSION_PROMPT directly and later treats it as a boolean gate, but the stored value is a timestamp string, not a derived shouldPrompt flag. After a user has ever been prompted, the non-empty timestamp remains truthy and the permission modal will be shown on every eligible scan instead of respecting the intended cooldown threshold.

Useful? React with 👍 / 👎.

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No product review needed

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

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bernhardoj commented May 22, 2026

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
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    • 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
    • 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
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    • I verified that all the inputs inside a form are aligned with each other.
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  • 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.mp4
Android: mWeb Chrome
android.mweb.mp4
iOS: HybridApp
iOS: mWeb Safari
ios.mweb.mp4
MacOS: Chrome / Safari
web.mp4

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BUG: can't replace receipt from confirmation page

Untitled.mp4

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rinej commented May 22, 2026

Added the fix, the ScanEditReceipt was always writing the new receipt to COLLECTION.TRANSACTION and calling the replaceReceipt API, for multi-scan creates draft transactions. So we were updating the wrong Onyx key, and the confirmation page showed the old image.

SO now for drafts → we update the draft locally as well. For saved transactions -> we keep the existing replace-receipt API path.

ReplaceFix.mp4

Please check now

// Drafts (e.g. multi-scan transactions on the confirmation page) live in TRANSACTION_DRAFT and have no
// backend record yet, so we just update the draft locally. Saved transactions need the replace-receipt API call.
if (isDraftTransaction) {
setMoneyRequestReceipt(transactionID, source, file.name ?? '', true, file.type);
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The bug is fixed, but checking the draft transaction could lead to another bug. If the transaction draft data exists, then it'll assume we are updating a draft transaction, even though we are replacing a created expense.

I think we should check the action instead. We render ScanEditReceipt either because backTo exists or action is edit.

Image

If the action is edit, then we are replacing a created expense receipt.

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LGTM!

There is 1 small comment left, but NAB.

cristipaval
cristipaval previously approved these changes May 25, 2026
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this is on you now, @Julesssss

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rinej commented May 26, 2026

LGTM!

There is 1 small comment left, but NAB.

I will add that change in the last - follow up cleanup PR

I resolved all new conflicts, waiting for final review

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Not sure what's going on with Validate Github Actions and Workflows. @rinej could you try merging main please

@cristipaval cristipaval merged commit 7502ddb into Expensify:main May 27, 2026
31 checks passed
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🚧 @cristipaval has triggered a test Expensify/App build. You can view the workflow run here.

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✋ This PR was not deployed to staging yet because QA is ongoing. It will be automatically deployed to staging after the next production release.

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🚀 Deployed to staging by https://github.com/cristipaval in version: 9.3.84-0 🚀

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

Bundle Size Analysis (Sentry):

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I reviewed the changes in this PR. This is a purely internal code refactoring that decomposes the monolithic IOURequestStepScan component into a thin router (ScanRouter) and 4 focused variant components (ScanEditReceipt, ScanFromReport, ScanGlobalCreate, ScanSkipConfirmation), along with shared utility files.

No user-facing behavior is changed — all four scan flows (Edit Receipt, From Report, Global Create, Skip Confirmation) work identically before and after this change. No new UI elements, labels, or workflows were introduced.

No help site documentation changes are required.

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