[Due for payment 2025-09-23] [$250] Concierge Chat - Outdated step in ‘Review your workspace settings’ task

[nlemma]

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Version Number: v9.1.86-3
Reproducible in staging?: Yes
Reproducible in production?: Yes
If this was caught during regression testing, add the test name, ID and link from TestRail: N/A
Email or phone of affected tester (no customers): N/A
Issue reported by: Applause Internal Team
Device used: All platforms
App Component: Other

Action Performed:

1. Go to ND stage: https://staging.new.expensify.com/
2. Sign up with a Gmail address that includes a +
3. On the “What’s your work email?” modal, click Skip
4. On the “What do you want to do today?” modal, click Track and budget expenses
5. Enter any name and click Continue
6. On the “Stay organized with a workspace” modal, click the Create workspace button
7. Click Continue > Skip > Skip
8. In the Concierge chat, click the Review your workspace settings task

Expected Result:

The first step should say: “Click Workspaces > [Your workspace].”

Actual Result:

The first step says: “Click the Settings tab.” This step is outdated and refers to an old feature.

Workaround:

Unknown

Platforms:

• Android: App
• Android: mWeb Chrome
• iOS: App
• iOS: mWeb Safari
• iOS: mWeb Chrome
• Windows: Chrome
• MacOS: Chrome / Safari
• MacOS: Desktop

Screenshots/Videos

Bug6899542_1753555347335.Skreen_Recording_2025-07-26_at_3.26.16_PM.mp4

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• Automatic offers:
• mkzie2 | Contributor | 108386836

Issue Owner

Current Issue Owner: @kadiealexander

[melvin-bot]

Triggered auto assignment to @adelekennedy (Bug), see https://stackoverflow.com/c/expensify/questions/14418 for more details. Please add this bug to a GH project, as outlined in the SO.

[mkzie2]

Proposal

Please re-state the problem that we are trying to solve in this issue.

The first step says: “Click the Settings tab.” This step is outdated and refers to an old feature.

What is the root cause of that problem?

The test description is outdated because the UI is changed now.

App/src/languages/en.ts

Line 2408 in fa8f507

'1. Click the settings tab.\n' +

What changes do you think we should make in order to solve the problem?

We should remove this first step. We can also remove the number since this task only has one step.

reviewWorkspaceSettingsTask: {
    title: ({workspaceSettingsLink}) => `Review your [workspace settings](${workspaceSettingsLink})`,
    description: ({workspaceSettingsLink}) =>
        "Here's how to review and update your workspace settings:\n" +
        '1. Click *Workspaces* > [Your workspace].\n' +
        `[Go to your workspace](${workspaceSettingsLink}). We'll track them in the #admins room.`,
},

App/src/languages/en.ts

Line 2408 in fa8f507

'1. Click the settings tab.\n' +

What specific scenarios should we cover in automated tests to prevent reintroducing this issue in the future?

NA

What alternative solutions did you explore? (Optional)

NA

Reminder: Please use plain English, be brief and avoid jargon. Feel free to use images, charts or pseudo-code if necessary. Do not post large multi-line diffs or write walls of text. Do not create PRs unless you have been hired for this job.

[aadil42]

Proposal

Please re-state the problem that we are trying to solve in this issue.

After clicking "Review your workspace settings task" in concierge chat, the first step is “Click the Settings tab.” instead of "Click Workspaces > [Your workspace].”

What is the root cause of that problem?

We're getting the tasks from here in the report as description:

App/src/pages/home/ReportScreen.tsx

Line 155 in fa8f507

const [reportOnyx] = useOnyx(`${ONYXKEYS.COLLECTION.REPORT}${reportIDFromRoute}`, {allowStaleData: true, canBeMissing: true});

in the report.descriptions we're having the html. This description is displayed in
Review your workspace settings task chat.

the description is set in onyx because of this copy here:

App/src/languages/en.ts

Lines 2406 to 2411 in fa8f507

	description: ({workspaceSettingsLink}) =>
	"Here's how to review and update your workspace settings:\n" +
	'1. Click the settings tab.\n' +
	'2. Click *Workspaces* > [Your workspace].\n' +
	`[Go to your workspace](${workspaceSettingsLink}). We'll track them in the #admins room.`,
	},

screenshot of OnyxDB in the browser.

What changes do you think we should make in order to solve the problem?

We should simply change the order of settings here:

App/src/languages/en.ts

Lines 2406 to 2410 in fa8f507

	description: ({workspaceSettingsLink}) =>
	"Here's how to review and update your workspace settings:\n" +
	'1. Click the settings tab.\n' +
	'2. Click *Workspaces* > [Your workspace].\n' +
	`[Go to your workspace](${workspaceSettingsLink}). We'll track them in the #admins room.`,

like so:

                description: ({workspaceSettingsLink}) =>
                    "Here's how to review and update your workspace settings:\n" +
                    '1. Click *Workspaces* > [Your workspace].\n' +
                    '2. Click the settings tab.\n' +
                    `[Go to your workspace](${workspaceSettingsLink}). We'll track them in the #admins room.`,
            },

We don't have settings tab anymore so can you confirm if we should remove that altogether and just have

  'Click *Workspaces* > [Your workspace].\n' 

What specific scenarios should we cover in automated tests to prevent reintroducing this issue in the future?

N/A

What alternative solutions did you explore? (Optional)

N/A

[dmkt9]

Proposal

Please re-state the problem that we are trying to solve in this issue.

Concierge Chat - Outdated step in ‘Review your workspace settings’ task

What is the root cause of that problem?

Display information has not been updated:

App/src/languages/en.ts

Lines 2406 to 2410 in ee2655b

	description: ({workspaceSettingsLink}) =>
	"Here's how to review and update your workspace settings:\n" +
	'1. Click the settings tab.\n' +
	'2. Click *Workspaces* > [Your workspace].\n' +
	`[Go to your workspace](${workspaceSettingsLink}). We'll track them in the #admins room.`,

What changes do you think we should make in order to solve the problem?

Update according to current UI:

App/src/languages/en.ts

Lines 2408 to 2409 in ee2655b

	'1. Click the settings tab.\n' +
	'2. Click *Workspaces* > [Your workspace].\n' +

'1. Click the Workspaces tab.\n' +
'2. Click on [Your workspace].\n' +

What specific scenarios should we cover in automated tests to prevent reintroducing this issue in the future?

NA

What alternative solutions did you explore? (Optional)

NA

Reminder: Please use plain English, be brief and avoid jargon. Feel free to use images, charts or pseudo-code if necessary. Do not post large multi-line diffs or write walls of text. Do not create PRs unless you have been hired for this job.

[melvin-bot]

@adelekennedy Huh... This is 4 days overdue. Who can take care of this?

[melvin-bot]

@adelekennedy Now this issue is 8 days overdue. Are you sure this should be a Daily? Feel free to change it!

[melvin-bot]

@adelekennedy 10 days overdue. I'm getting more depressed than Marvin.

[melvin-bot]

@adelekennedy this issue was created 2 weeks ago. Are we close to a solution? Let's make sure we're treating this as a top priority. Don't hesitate to create a thread in #expensify-open-source to align faster in real time. Thanks!

[melvin-bot]

Job added to Upwork: https://www.upwork.com/jobs/~021954706373622619996