Expensify Scan Expense Issue Unexpected Categorization Message In 1 1 Chat

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This document details an issue encountered in Expensify where an unexpected message appears during the scan expense process in a 1:1 chat. Specifically, the message “How do you want to categorize this expense” from Concierge incorrectly displays for scan expenses within direct message conversations. This report provides a comprehensive overview of the problem, including steps to reproduce, expected versus actual results, and platform affected, ensuring that the development team has all the necessary information to address this bug effectively.

Issue Overview

Scan expense functionality in Expensify is designed to streamline the process of recording and categorizing expenses. Users can scan receipts or upload images, and the system extracts relevant information to create an expense entry. However, in 1:1 chats, an automated message from Concierge prompts users to categorize the expense, even though this step should be handled differently for scan expenses. This unexpected message disrupts the user experience and indicates a potential flaw in the application's logic for handling scan expenses in direct messages.

Key Details

  • Category: Expensify, App
  • Version Number: 9.1.82-2
  • Reproducible in Staging: Yes
  • Reproducible in Production: Yes
  • Regression TestRail ID: 2730115
  • Reported by: Applause Internal Team
  • Device Used: MacBook Air 15.5 Chrome
  • App Component: Money Requests

Steps to Reproduce

To replicate the scan expense issue, follow these detailed steps. Reproducing the issue consistently is crucial for the development team to understand the scope and nature of the bug. By following these steps, testers and developers can verify the problem and work towards implementing a solution.

  1. Navigate to Staging Environment: Access staging.new.expensify.com in your web browser. Using the staging environment ensures that testing does not impact the live production system.
  2. Sign In with a New Gmail Account: Create or use a new Gmail account to sign in. Select the “Track and budget” onboarding option. This helps ensure a clean testing environment without any pre-existing configurations.
  3. Create a 1:1 Chat: Initiate a direct chat with another user within the Expensify platform. This is the specific context where the issue occurs.
  4. Create a Scan Expense: Use the scan expense feature within the chat. This involves either scanning a receipt or uploading an image to create an expense entry.
  5. Open the Expense Details Page: Navigate to the details page for the newly created expense. This is where the unexpected message is observed.

Expected vs. Actual Result

Expected Result

The correct behavior is that no