---
name: navan-expense
description: |
  Submit work expenses through Navan via Okta SSO using Chrome browser control.

  Triggers when user mentions:
  - "submit an expense"
  - "navan expense"
  - "file an expense"
  - "upload receipt"
---

# Navan Expense Submission

Submits work expenses through Navan (Verkada's expense system) by navigating Okta SSO and using Navan's AI expense chat to upload receipts and fill out expense forms.

## Quick Usage (Already Configured)

### Submit an expense with a receipt

The user will provide:
1. A receipt image file (full local path)
2. The expense category (e.g., "Traveling: other", "Traveling: meals for myself")

### Flow

1. **Navigate to Okta** - Go to `https://verkada.okta.com` and wait for the dashboard to load
2. **Open Navan** - Click the "Navan" app link. It opens in a new tab. Switch to that tab via `list_pages` and `select_page`.
3. **Go to Expense page** - The travel home page loads first. Navigate directly to `https://app.navan.com/app/liquid/user/home`
4. **Click "New transaction"** - This opens a menu with options. Click "Add receipts" (uid will vary).
5. **Use AI chat** - A beta AI expense chat dialog appears. Click "Generate with AI" to open the chat interface.
6. **Upload receipt** - Click the "Attach file" button inside the iframe, then use `upload_file` to upload the receipt image.
7. **Send receipt** - Click the Send button to process the receipt via OCR.
8. **Wait for processing** - Wait for text like "receipt processed successfully" to appear (can take up to 30s).
9. **Review parsed data** - The AI will show: merchant, amount, date, location, expense type, GL code, etc.
10. **Correct expense type** - If the AI picks the wrong category, type a correction in the chat: e.g., "Change the expense type to Traveling: other" and send it. Wait for confirmation.
11. **Check with user** - Show the parsed expense details and confirm before submitting.
12. **Submit** - When approved, click the "Submit this expense" button. Wait for "Success!" heading.

## Key URLs

| Page | URL |
|------|-----|
| Okta Dashboard | `https://verkada.okta.com` |
| Navan Travel Home | `https://app.navan.com/app/user2/home?tripType=corporate` |
| Navan Expense | `https://app.navan.com/app/liquid/user/home` |

## Common Gotchas

- **Okta verification delay**: Okta may show a "Verifying your identity" page for a few seconds. Use `wait_for` with a generous timeout.
- **Navan opens in new tab**: Clicking the Navan app from Okta opens it in a new browser tab. Always check `list_pages` and use `select_page` to switch.
- **Travel home loads first**: The direct Navan SSO link lands on the travel booking page, not expenses. Navigate directly to the expense URL.
- **"New transaction" menu is a dropdown**: Clicking it reveals options like "Add receipts", "Type in details", etc. Don't assume it navigates directly.
- **AI chat lives in an iframe**: The expense chat is inside an iframe. Snapshots need to traverse into it. The iframe's RootWebArea is accessible in the a11y tree.
- **OCR can take 10-30 seconds**: After uploading and sending a receipt, the AI needs time to process. Use a 30s timeout on `wait_for`.
- **Expense type may be wrong**: The AI categorizes automatically but can miss. Always ask the user to confirm and correct via chat.
- **Date parsing**: The AI reads the receipt date. The screenshot filename date (e.g., 20260402) may differ from the transaction date on the receipt itself. Trust the OCR, not the filename.
- **No credentials needed**: Everything goes through the existing browser Okta session. No API keys or env vars required.

## Input Requirements

From the user you need:
1. **File path** to the receipt image (e.g., `/Users/connor.rhodes/Downloads/Screenshot_20260402-101332.png`)
2. **Expense category** (e.g., "Traveling: other")
3. **Any corrections** to the AI-parsed data before submission

## Expense Categories (Verkada/Navan)

Common categories seen in the system:
- Traveling: other
- Traveling: meals for myself
- Traveling: taxi & rideshare
- Airfare & fees
- Lodging
- Distance Driven
- Personal Professional Development
