Invoice - Improve the email when an invoice is sent over NewDot

[izarutskaya]

If you haven’t already, check out our contributing guidelines for onboarding and email contributors@expensify.com to request to join our Slack channel!

---

Version Number: v9.0.16-0 Reproducible in staging?: Y Reproducible in production?: Unable to check Found when validating PR : https://github.com/Expensify/Web-Expensify/pull/42161 Email or phone of affected tester (no customers): shussain+chrome1@applausemail.com Logs: https://stackoverflow.com/c/expensify/questions/4856 Issue reported by: Applause-Internal team

Action Performed:

1. Login in NewDot with a workspace admin account and open the Global Create
2. Send an invoice to someone who hasn't received an email from this workspace before. Do not sign in with the invoice recipient account (we don't want them to mark the report actions from the invoice room as read)
3. Verify that they get an email with the invoice
4. Reply to this message or respond at new.expensify.com
5. Send some messages to the invoice room
6. Send a new invoice to the same recipient or to the invoice room
7. Verify that the recipient gets an email with the messages sent to the room and an email with the new invoice.

Expected Result:

• User email should be displayed on the invoice email
• The email with the first invoice should contain the Intro of the invoice rooms: Collaboration starts here! 🎉 Use this room to view, discuss, and pay invoices.

Actual Result:

No user email in the received email and also no intro in the first invoice email.

Workaround:

Unknown

Platforms:

Which of our officially supported platforms is this issue occurring on?

• [ ] Android: Native
• [ ] Android: mWeb Chrome
• [ ] iOS: Native
• [ ] iOS: mWeb Safari
• [x] MacOS: Chrome / Safari
• [ ] MacOS: Desktop

Screenshots/Videos

https://github.com/user-attachments/assets/16a611d3-1df5-4e81-878f-f704267505b7

View all open jobs on GitHub

[melvin-bot[bot]]

Triggered auto assignment to @srikarparsi (DeployBlockerCash), see https://stackoverflowteams.com/c/expensify/questions/9980/ for more details.

[melvin-bot[bot]]

Triggered auto assignment to @puneetlath (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.

[github-actions[bot]]

:wave: Friendly reminder that deploy blockers are time-sensitive ⏱ issues! Check out the open `StagingDeployCash` deploy checklist to see the list of PRs included in this release, then work quickly to do one of the following:

1. Identify the pull request that introduced this issue and revert it.
2. Find someone who can quickly fix the issue.
3. Fix the issue yourself.

[izarutskaya]

We think this issue might be related to the #collect project.

[neonbhai]

These emails are sent from BE, we'll need the Internal label here

[Beamanator]

99% sure this is from https://github.com/Expensify/Web-Expensify/pull/42161 - cc @cristipaval

[srikarparsi]

Hey @cristipaval! Would you be able to take this one over?

[cristipaval]

Not a blocker

[cristipaval]

@davidcardoza, could you please help prioritize this?

[cristipaval]

@davidcardoza I'm stepping back given that I'm getting close to my parental leave and I have many other issues on my plate. I applied hot-picks label on it

[melvin-bot[bot]]

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[bot]]

This issue has not been updated in over 15 days. eroding to Monthly issue.

P.S. Is everyone reading this sure this is really a near-term priority? Be brave: if you disagree, go ahead and close it out. If someone disagrees, they'll reopen it, and if they don't: one less thing to do!