fix: Add updated automatic/scan flow to native share sheet creation flow

[TaduJR]

Explanation of Change

When sharing a receipt via the native share sheet (Photos > Share > Expensify), the "Details" screen showed only a Description field, missing Category, Tags, Tax, Report, Reimbursable, compact receipt, and "Show more" toggle that the core Create Expense > Scan flow provides.

Root causes in SubmitDetailsPage.tsx:

• initMoneyRequest hardcoded currentIouRequestType: SCAN, causing the merge path to skip setting iouRequestType on the draft — isScanRequest() returned false
• setMoneyRequestReceipt was never called, so transaction.receipt was empty
• Missing isPolicyExpenseChat cascaded into hiding Category, Tags, Tax, Report, and Reimbursable
• Missing iouType, policyID, billable/reimbursable init, toggle callbacks, and other display props
• onConfirm discarded updated participants from MoneyRequestConfirmationList

Changes (all in SubmitDetailsPage.tsx):

• Fixed initMoneyRequest to use transaction?.iouRequestType instead of hardcoded SCAN
• Added setMoneyRequestReceipt effect to populate the transaction draft receipt
• Computed isPolicyExpenseChat from participants, dynamic iouType (TRACK for self-DM)
• Added billable/reimbursable initialization effects and toggle callbacks
• Updated onConfirm to accept and thread participants, changed header to "Confirm details"
• Passed all missing props to MoneyRequestConfirmationList

Fixed Issues

$ #86027
PROPOSAL: #86027 (comment)

Tests

Prerequisites: Use a mobile device (iOS or Android) with Expensify installed. Have a workspace with Categories, Tags, and Tax enabled.

Flow 1: Share sheet with workspace report (policy expense chat)

1. Open Photos app on your device, select a receipt image
2. Tap Share > choose Expensify
3. Tap the Submit tab
4. Select a workspace report (policy expense chat) as the participant
5. Verify the header says "Confirm details" (not "Details")
6. Verify the receipt image displays in compact mode
7. Verify Category field is visible with "Automatic" label
8. Verify a "Show more" button appears below the visible fields
9. Tap "Show more" and verify Tags, Tax, Report, and Reimbursable fields appear
10. Tap Category - verify it navigates to the category picker and returns correctly
11. Tap Tags - verify it navigates to the tag picker and returns correctly
12. Toggle Reimbursable - verify it toggles correctly
13. Tap Confirm and verify the expense is created successfully with all selected fields

• Verify that no errors appear in the JS console

Offline tests

Same as tests

QA Steps

// TODO: These must be filled out, or the issue title must include "[No QA]."
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
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  • Android: mWeb Chrome
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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 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.
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• If the PR modifies code that runs when editing or sending messages, I tested and verified there is no unexpected behavior for all supported markdown - URLs, single line code, code blocks, quotes, headings, bold, strikethrough, and italic.
• If the PR modifies a generic component, I tested and verified that those changes do not break usages of that component in the rest of the App (i.e. if a shared library or component like Avatar is modified, I verified that Avatar is working as expected in all cases)
• If the PR modifies a component related to any of the existing Storybook stories, I tested and verified all stories for that component are still working as expected.
• If the PR modifies a component or page that can be accessed by a direct deeplink, I verified that the code functions as expected when the deeplink is used - from a logged in and logged out account.
• 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.
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Screenshots/Videos

Android: Native

Android-Native.mp4

Android: mWeb Chrome

iOS: Native

iOS-Native.mp4

iOS: mWeb Safari

MacOS: Chrome / Safari

[melvin-bot]

@hoangzinh 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]

[codecov]

Codecov Report

✅ Changes either increased or maintained existing code coverage, great job!

Files with missing lines	Coverage Δ
src/pages/Share/SubmitDetailsPage.tsx	0.00% <0.00%> (ø)
... and 9 files with indirect coverage changes

[JmillsExpensify]

I kicked off an adhoc build.

[github-actions]

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

[github-actions]

🧪🧪 Use the links below to test this adhoc build on Android, iOS, and Web. Happy testing! 🧪🧪
Built from App PR #87142.

Android 🤖	iOS 🍎
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Web 🕸️
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---

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[hoangzinh]

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
• I verified proper code patterns were followed (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
  • 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
• I verified that this PR follows the guidelines as stated in the Review Guidelines
• I verified other components that can be impacted by these changes have been tested, and I retested again (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar have been tested & I retested again)
• I verified all code is DRY (the PR doesn't include any logic written more than once, with the exception of tests)
• 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
• If a new component is created I verified that:
  • A similar component doesn't exist in the codebase
  • All props are defined accurately and each prop has a /** comment above it */
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  • For Class Components, any internal methods passed to components event handlers are bound to this properly so there are no scoping issues (i.e. for onClick={this.submit} the method this.submit should be bound to this in the constructor)
  • Any internal methods bound to this are necessary to be bound (i.e. avoid this.submit = this.submit.bind(this); if this.submit is never passed to a component event handler like onClick)
  • All JSX used for rendering exists in the render method
  • The component has the minimum amount of code necessary for its purpose, and it is broken down into smaller components in order to separate concerns and functions
• If any new file was added I verified that:
  • 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
• If a new CSS style is added I verified that:
  • A similar style doesn't already exist
  • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(theme.componentBG)
• If the PR modifies code that runs when editing or sending messages, I tested and verified there is no unexpected behavior for all supported markdown - URLs, single line code, code blocks, quotes, headings, bold, strikethrough, and italic.
• If the PR modifies a generic component, I tested and verified that those changes do not break usages of that component in the rest of the App (i.e. if a shared library or component like Avatar is modified, I verified that Avatar is working as expected in all cases)
• If the PR modifies a component related to any of the existing Storybook stories, I tested and verified all stories for that component are still working as expected.
• If the PR modifies a component or page that can be accessed by a direct deeplink, I verified that the code functions as expected when the deeplink is used - from a logged in and logged out account.
• 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.
• For any bug fix or new feature in this PR, I verified that sufficient unit tests are included to prevent regressions in this 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.
• I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: HybridApp

Screen.Recording.2026-04-06.at.18.49.23.mov

Android: mWeb Chrome

iOS: HybridApp

iOS: mWeb Safari

MacOS: Chrome / Safari

Screen.Recording.2026-04-06.at.18.30.20.mov

[JmillsExpensify]

Tests well on the Adhoc. LGTM!

[hoangzinh]

@MelvinBot review this PR

[MelvinBot]

PR Review

Overall: This is a solid fix that correctly brings the share sheet "Details" screen in line with the core Create Expense > Scan flow. The approach is sound and the implementation closely mirrors the established patterns in IOURequestStepConfirmation.

CI Status

All meaningful checks pass (ESLint, TypeScript, tests, perf, etc.). The only failing check is PR Author Checklist / checklist which is expected.

Code Review

Correct:

• setMoneyRequestReceipt call signature matches IOU/index.ts:1361 — (transactionID, source, filename, isDraft, type?) ✅
• setMoneyRequestBillable / setMoneyRequestReimbursable call signatures match IOU/index.ts:1340-1346 ✅
• Billable/reimbursable initialization faithfully mirrors the pattern in IOURequestStepConfirmation.tsx:502-519 ✅
• translate('iou.confirmDetails') — key exists in all language files ✅
• MoneyRequestConfirmationList onConfirm expects (selectedParticipants: Participant[]) => void (line 91), invoked as onConfirm?.(selectedParticipants) (line 1125) — the wrapper onConfirm={(updatedParticipants) => onConfirm(updatedParticipants, true)} correctly adapts this ✅
• TypeScript passes ✅
• Fixing currentIouRequestType from hardcoded SCAN to transaction?.iouRequestType is the right call — on first init the type is undefined, which correctly triggers a full reset instead of a merge ✅

Minor observations (non-blocking):

1. receiptSource could be undefined — currentAttachment?.content ?? fileUri where fileUri comes from route params and could be empty. The guard if (!receiptSource) return in the effect handles this, but setMoneyRequestReceipt still receives it as string | undefined elsewhere. The TypeScript compiler is happy so this is fine, just worth being aware of.

2. isPolicyExpenseChat type — useMemo(() => participants?.some(...) returns boolean | undefined. This works because downstream consumers treat undefined as falsy, but a ?? false would be slightly more explicit. Non-blocking.

3. onConfirm always passes gpsRequired=true at the MoneyRequestConfirmationList callsite (onConfirm={(updatedParticipants) => onConfirm(updatedParticipants, true)}). This means the location permission flow is always evaluated on confirm for share-sheet submissions. This matches the behavior of the scan flow in IOURequestStepConfirmation, so it's correct.

No issues found that would block merging. The changes are well-scoped, mirror established patterns, and all tests/type checks pass.

[hoangzinh]

@TaduJR I found an issue. The first time (after login or clear Onyx data) I submit an expense via Share, it doesn't display "Category" select box, it works normally in normal scan expense.

Screen.Recording.2026-04-06.at.20.03.59.mov