[Payment due @mkhutornyi] Add ask Concierge screen by rushatgabhane · Pull Request #100552 · Expensify/App

rushatgabhane · 2026-09-07T19:30:47Z

Explanation of Change

Builds the Ask Concierge screen from the Figma design in the main Concierge DM: a centered welcome empty state, a chat history toggle that expands and collapses the earlier conversation, and a Your personal AI assistant subtitle plus a New chat button in question threads. It also removes the conciergeRespondInThread beta, so Concierge answers every question from the main DM in its own thread, including a message with several attachments. This needs https://github.com/Expensify/Web-Expensify/pull/57207 deployed first.

Fixed Issues

For #94503
PROPOSAL:

Tests

Open the Concierge chat from the Inbox.
Verify the header reads Concierge with the subtitle Your personal AI assistant, and the composer placeholder is How much did I spend last month?.
Verify the chat shows the Concierge bot illustration, Ask me anything!, and the supporting copy. On a wide screen, verify the welcome and the composer are centered together. On a small screen (mobile), verify the welcome is centered above a composer docked at the bottom.
Press View chat history, verify the earlier conversation appears with Ask a new question above the composer, then press Hide chat history and verify it collapses again.
Ask a question, open the thread, and verify the header shows a New chat button that returns you to the Concierge chat in its welcome state.
In the Concierge chat, click + > Add attachment, pick two images, type What are these? and send. Verify one message shows both images, a thread opens off it, Concierge replies once in the thread.
Sign up a new account and pick Track expenses for my business in onboarding. Open the Concierge chat from the Inbox and verify it shows Ask me anything! with View chat history. Press View chat history and verify the onboarding tasks appear.

Verify that no errors appear in the JS console

Offline tests

Same as tests. The welcome state and the history toggle both read data already in Onyx, so they render offline; only expanding history beyond the cached page needs a connection.

QA Steps

Preconditions: three test accounts:

an account that has messaged Concierge before
a brand-new account with no onboarding tasks, so the Concierge chat is empty
a brand-new account with onboarding tasks

Welcome screen
1. Open Inbox > Concierge.
2. Verify the header shows Concierge with the subtitle Your personal AI assistant.
3. Verify the chat shows the Concierge illustration, Ask me anything!, Concierge can answer questions, update expenses, and more. and a View chat history button.
4. On a wide screen, verify the welcome and the composer are centered together. On mobile, verify the composer is docked at the bottom.
History toggle
1. Press View chat history. Verify the earlier conversation appears, Hide chat history shows, and Ask a new question appears above the composer.
2. Press Hide chat history. Verify the chat returns to the welcome screen.
Question opens a thread
1. From the welcome screen, type a question and send it.
2. Verify the app opens a new thread, Concierge replies there, and the header shows a New chat button.
3. Press New chat. Verify you land on the Concierge chat in its welcome state.
Several attachments
1. In the Concierge chat, press + > Add attachment and pick two images. Type What are these? and send.
2. Verify one message shows both images, a thread opens, and Concierge replies once in that thread.
Task
1. In the Concierge chat, send [] Buy milk.
2. Verify the task appears, the history is expanded, and the button reads Hide chat history.
New account
1. Sign up with a new account and finish onboarding.
2. Open Concierge and refresh.
3. Verify the welcome screen shows with View chat history.
4. Press View chat history. Verify the onboarding message and tasks are there.
Unread message
1. In the expanded history, hover a Concierge message and choose Mark as unread.
2. Leave the chat, then open Concierge again.
3. Verify the history is expanded and the message is visible, not hidden behind the welcome.
Link to a message
1. Open a link to a specific Concierge message, for example from a thread's parent link or a Search result.
2. Verify the chat opens at that message with Hide chat history, not the welcome screen.
Full-size composer
1. With the history expanded, expand the composer to full size.
2. Verify the composer's bottom border is fully visible.
3. Repeat from the welcome screen.
Another device
1. Keep the Concierge welcome open on web.
2. Send a question to Concierge from a phone signed in to the same account.
3. Verify the web stays on the welcome screen with no flash of the message list.
Offline
1. Go offline and send a question from the welcome screen. Verify the thread opens.
2. Go back to the Concierge chat. Verify it shows the welcome screen.
3. Go online. Verify it stays on the welcome screen.
Side panel and Search
1. Open the Concierge side panel from any report header. Verify it still shows its own greeting and, when there's earlier history, a Show history button.
2. Send a question in the side panel. Verify it switches to the new thread.
3. Open Search and use Ask Concierge to ask another question. Verify it creates a new thread instead of posting into the previous one.

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.2026-10-02.at.15.16.02.mov

Old stuff

Screen.Recording.2026-09-14.at.06.10.11.mov

melvin-bot · 2026-09-07T19:30:52Z

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:

Look at the code and make sure there are no malicious changes.
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 bun ./scripts/generateTranslations.ts --help

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

codecov · 2026-09-07T20:07:41Z

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	`95.90% <ø> (ø)`
...components/Search/SearchRouter/useAskConcierge.tsx	`97.91% <100.00%> (+0.09%)`	⬆️
src/hooks/useConciergeAskState.ts	`100.00% <100.00%> (ø)`
src/hooks/useIsConciergeInboxDM.ts	`100.00% <100.00%> (ø)`
src/hooks/useReportActionsListModel.ts	`100.00% <100.00%> (ø)`
src/hooks/useReportActionsVisibility.ts	`96.36% <100.00%> (-0.25%)`	⬇️
src/hooks/useShouldSuppressConciergeIndicators.tsx	`100.00% <100.00%> (ø)`
src/libs/ReportUtils.ts	`90.07% <100.00%> (+0.07%)`	⬆️
src/libs/actions/Report/index.ts	`75.67% <100.00%> (+0.73%)`	⬆️
... and 19 more
... and 8 files with indirect coverage changes

This reverts commit 6a5df9b.

This reverts commit eca32a2.

rushatgabhane · 2026-09-14T03:14:49Z

@mkhutornyi next PR that you can start reviewing

This reverts commit c278aec.

rushatgabhane · 2026-10-25T16:05:37Z

thanks for the qa steps @mkhutornyi

rushatgabhane · 2026-10-25T16:17:17Z

hey @puneetlath can you please trigger web and mobile build for this PR? we want to send this to QA before merging

github-actions · 2026-10-26T08:56:09Z

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

github-actions · 2026-10-26T09:07:17Z

🧪🧪 Use the links below to test this adhoc build on Android, iOS, and Web. Happy testing! 🧪🧪
Built from App PR #100552 with the pinned Mobile-Expensify submodule.

Android 🤖	iOS 🍎
❌ FAILED ❌	https://ad-hoc-expensify-cash.s3.us-east-1.amazonaws.com/rock-artifacts/ad-hoc/rock-ios-device-AdHoc-779dd28d-18b639c-3900d4f21522f5208cf8c84121872bed3c7ac0af/index.html
The QR code can't be generated, because the Android build failed

Web 🕸️
https://100552.pr-testing.expensify.com

👀 View the workflow run that generated this build 👀

# Conflicts: # src/hooks/useConciergeSidePanelReportActions.ts # src/pages/inbox/ConciergeSessionContext.tsx

m-natarajan · 2026-10-27T15:15:24Z

@rushatgabhane Its a pass in Web, waiting for the validation in iOS, noticed that when selecting "Hide chat history", an empty space remains below the composer.

Grabando.179.mp4

rushatgabhane · 2026-10-27T15:52:29Z

noticed that when selecting "Hide chat history", an empty space remains below the composer

heyy @m-natarajan, for web wide screen it is expected. the compose will be centered now

m-natarajan · 2026-10-27T23:11:31Z

Passed in iOS as well, Step 3 - The drop down arrow in Concierge thread is partially overlapped with the "New chat" button

Concierge.8-12.mp4

Concierge.1-7.mp4

…erge-ask-design

rushatgabhane · 2026-10-28T00:32:24Z

Fixed

rushatgabhane · 2026-10-28T12:09:19Z

@puneetlath let's merge it?

puneetlath · 2026-10-28T15:44:27Z

+import useOnyx from './useOnyx';
+
+/** Whether the report is the Concierge chat in the Inbox */
+function useIsAskConciergeChat(reportID: string | undefined): boolean {


Is it not possible to ask concierge questions from the side panel? And the purpose of this hook is to know both:

whether this is the concierge DM (not a thread or different convo with Concierge)

in the main pain in the inbox

Is that right? If so, I find this name a bit confusing. What about:

Suggested change

function useIsAskConciergeChat(reportID: string | undefined): boolean {

function useIsConciergeInboxDM(reportID: string | undefined): boolean {

@MelvinBot please rename and merge main

the sidepanel check will be removed in next PR

so the name would make more sense then

but i don't mind renaming it until then

I renamed useIsAskConciergeChat to useIsConciergeInboxDM and merged main. Both are pushed.

Rename (77f8c3a): I renamed the file and the function, and the isAskConciergeChat variables in useConciergeAskState.ts and ComposerInput.tsx to isConciergeInboxDM.

Merge (c2825c9): Two conflicts, both in imports:

ReportActionsList.tsx: I kept this PR's imports and added CollapsedSystemMessages from main.

ReportActionsListTest.tsx: I kept ConciergeChatHistoryContext, which this PR renamed from ConciergeSessionContext, and added main's new ActionListContext and CollapsedSystemMessages imports.

npm run typecheck, lint on the changed files, and 4 related Jest suites (54 tests) pass.

rushatgabhane · 2026-10-28T20:24:12Z

@MelvinBot fix conflicts and merge main

melvin-bot · 2026-10-28T20:24:15Z

⚠️ MelvinBot couldn't start on that request — a transient infrastructure error stopped me before I began. Please try again in a moment. If it keeps happening, post in #melvinbot-ai.

Co-authored-by: Rushat Gabhane <[email protected]> # Conflicts: # src/pages/inbox/report/ReportActionsList.tsx # tests/ui/ReportActionsListTest.tsx

Co-authored-by: Rushat Gabhane <[email protected]>

puneetlath

@rushatgabhane conflicts again unfortunately.

rushatgabhane · 2026-10-28T21:01:37Z

@MelvinBot fix conflicts please

Co-authored-by: Rushat Gabhane <[email protected]> # Conflicts: # src/pages/inbox/report/ReportActionCompose/ComposerInput.tsx

MelvinBot · 2026-10-28T21:16:42Z

I fixed the merge conflicts. I merged the latest main into this branch and pushed the result (5f6396b).

There was one conflict, in ComposerInput.tsx. This PR's isConciergeInboxDM and placeholder lines sat next to the new shouldSkipAutoFocus line from main, so I kept both.

npm run typecheck, lint on the file, and 4 related Jest suites (53 tests) pass.

Ask Concierge design

cdea881

melvin-bot Bot assigned rushatgabhane Sep 7, 2026

Fix CI failures

f6bb415

rushatgabhane added 19 commits September 13, 2026 22:50

Merge main

40ce940

Fix Button import

60fe442

Remove quick actions

95be964

Center welcome layout

a666030

Responsive column width

7329000

Remove top margin

8260e1f

Rotate placeholder

dbbb733

Reuse existing placeholders

82a7efd

Remove list padding

47eb7f4

Fix history toggle

43392ff

Fix title line height

05f6511

Own welcome typography

b44fa4c

Always show toggle

25df82d

Space welcome divider

405db86

Fix session race

6a5df9b

Add placeholder rotation

ea11c45

Revert "Fix session race"

eca32a2

This reverts commit 6a5df9b.

Reapply "Fix session race"

f68bab5

This reverts commit eca32a2.

Fix CI checks

c5c9975

rushatgabhane added 5 commits September 14, 2026 05:16

Drop CSV placeholder

c278aec

Revert "Drop CSV placeholder"

134ddab

This reverts commit c278aec.

Fix history toggle

0f7309a

Drop comment

75caf8d

Welcome instead of skeleton

3e8dfe7

rushatgabhane requested a review from puneetlath October 25, 2026 16:04

rushatgabhane added the Ready To Build label Oct 25, 2026

rushatgabhane mentioned this pull request Oct 26, 2026

Ask Concierge: one question, one thread #94503

Open

Merge remote-tracking branch 'upstream/main' into concierge-ask-design

4af61f1

# Conflicts: # src/hooks/useConciergeSidePanelReportActions.ts # src/pages/inbox/ConciergeSessionContext.tsx

Merge branch 'Expensify:main' into concierge-ask-design

904fc5c

rushatgabhane added 3 commits October 28, 2026 00:43

Stack the New chat button below the header on narrow layouts

dec4845

Merge remote-tracking branch 'origin/concierge-ask-design' into conci…

3ecf1dd

…erge-ask-design

Merge branch 'Expensify:main' into concierge-ask-design

c593ebd

rushatgabhane added 2 commits October 28, 2026 01:33

Re-run perf tests

a63c8de

Re-run perf tests

9978d8a

puneetlath requested changes Oct 28, 2026

View reviewed changes

MelvinBot and others added 2 commits October 28, 2026 20:27

Merge remote-tracking branch 'origin/main' into concierge-ask-design

c2825c9

Co-authored-by: Rushat Gabhane <[email protected]> # Conflicts: # src/pages/inbox/report/ReportActionsList.tsx # tests/ui/ReportActionsListTest.tsx

Rename useIsAskConciergeChat to useIsConciergeInboxDM

77f8c3a

Co-authored-by: Rushat Gabhane <[email protected]>

puneetlath previously approved these changes Oct 28, 2026

View reviewed changes

Merge remote-tracking branch 'origin/main' into concierge-ask-design

5f6396b

Co-authored-by: Rushat Gabhane <[email protected]> # Conflicts: # src/pages/inbox/report/ReportActionCompose/ComposerInput.tsx

MelvinBot dismissed puneetlath’s stale review via 5f6396b October 28, 2026 21:16

rushatgabhane requested a review from puneetlath October 28, 2026 21:36

	function useIsAskConciergeChat(reportID: string \| undefined): boolean {
	function useIsConciergeInboxDM(reportID: string \| undefined): boolean {

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Explanation of Change

Fixed Issues

Tests

Offline tests

QA Steps

PR Author Checklist

Screenshots/Videos

Old stuff

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