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@VickyStash VickyStash commented Aug 14, 2025

Explanation of Change

For the several transactions expenses opened from the inbox:

  • Support thread creation when opened
  • Support without opening the thread:
    • Hold,
    • Delete,
    • Move expense,
    • Export
    • Merge (note: it was blocked due to regressions)
    • Duplicates resolution

Fixed Issues

$ #67886
PROPOSAL: N/A

Tests

  • Verify that no errors appear in the JS console
  1. Turn on the noOptimisticTransactionThreads beta.
  2. In the troubleshoot section turn on Block transaction thread report creation toggle (you can also turn it on in the troubleshoot modal CMD + D)
  3. Open any 1-1 chat and create several expenses. Tap on the expenses preview.
  4. Select one or several expenses (using checkboxes)
  5. Open actions dropdown (Hold, Export, Delete)
  6. Test Hold and make sure it works as expected.
  7. Create a couple more new expenses and select them. Test Export and make sure it works as expected.
  8. Test Delete and make sure it works as expected.
  9. Open any workspace chat and create several expenses. Tap on the expenses preview.
  10. Select one or several expenses (using checkboxes)
  11. Open actions dropdown (Hold, Export, Move, Delete)
  12. Test Hold and make sure it works as expected.
  13. Create a couple more new expenses and select them. Test Export and make sure it works as expected.
  14. Test Delete and make sure it works as expected.
  15. Create two similar expenses -> Review duplicates button will appear in the header
  16. Try to resolve duplicates, make sure it works the same way as before.

Regressions to test over:
#67589
#67588

Note:

There are two known issues:

  1. BE related issue: Incorrect comments count display in the transaction row after putting it on hold (more info)
  2. Greyed out expense apears after duplicates resolution (check here). It will be fixed after onyx bump to v2.0.135.

Offline tests

Same as in the Tests section.

QA Steps

Same as in the Tests section.

  • 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
  • I ran the tests on all platforms & verified they passed on:
    • Android: Native
    • Android: mWeb Chrome
    • iOS: Native
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
    • MacOS: Desktop
  • I verified there are no console errors (if there's a console error not related to the PR, report it or open an issue for it to be fixed)
  • I verified there are no new alerts related to the canBeMissing param for useOnyx
  • I followed proper code patterns (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
      • 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:
    • 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 followed the guidelines as stated in the Review Guidelines
  • I tested other components that can be impacted by my changes (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar are working as expected)
  • 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
  • I verified that if a function's arguments changed that all usages have also been updated correctly
  • 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.
  • I added unit tests for any new feature or bug fix in this PR to help automatically prevent regressions in this user 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.

Screenshots/Videos

Android: Native
android.mp4
Android: mWeb Chrome
android_web.mp4
iOS: Native
ios.mp4
iOS: mWeb Safari
ios_web.mp4
MacOS: Chrome / Safari
web.mp4
MacOS: Desktop
desktop1.mp4

@VickyStash VickyStash marked this pull request as ready for review August 19, 2025 16:21
@VickyStash VickyStash requested a review from a team as a code owner August 19, 2025 16:21
@melvin-bot melvin-bot bot requested a review from hungvu193 August 19, 2025 16:33
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melvin-bot bot commented Aug 19, 2025

@hungvu193 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]

@melvin-bot melvin-bot bot removed the request for review from a team August 19, 2025 16:33
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I feel a bit under the weather today. Hopefully I can review it before EOD.

@hungvu193
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Note: This issue is also on main, the report is empty after resolving duplicates.

Screen.Recording.2025-08-21.at.00.16.03.mov

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Took a round of testing, I've found a few bugs but I couldn't find a consistent way to reproduce them. I'll take a look in the morning,.


const isReportUnread = ({lastReadTime = '', lastVisibleActionCreated = '', lastMentionedTime = ''}: Report): boolean =>
lastReadTime < lastVisibleActionCreated || lastReadTime < (lastMentionedTime ?? '');
lastReadTime <= lastVisibleActionCreated || lastReadTime < (lastMentionedTime ?? '');
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What's the purpose of this change 🤔 Looks like it doesn't relate to our current PR

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Right now, if a user puts an expense on Hold without opening it, we:

  • create the transaction thread report
  • create a report action - comment with Hold reason

They are created at the same time. But since the user hasn't opened the thread report, they should see the unread bubble (the same way as it's in the prod)

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Note: This issue is also on main, the report is empty after resolving duplicates.

It doesn't happen to me on main / in the branch after merging main!

But I've found another bug related to duplicates resolution (related to my updates!):

  1. Create two expenses (duplicates)
  2. Open review
  3. Press Resolve duplicates
  4. Tap Keep this one on the second expense
  5. After several seconds greyed out report appears in the LHN
BUG.mp4

I'll try to fix it!

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Note: This issue is also on main, the report is empty after resolving duplicates.

It doesn't happen to me on main / in the branch after merging main!

But I've found another bug related to duplicates resolution (related to my updates!):

  1. Create two expenses (duplicates)
  2. Open review
  3. Press Resolve duplicates
  4. Tap Keep this one on the second expense
  5. After several seconds greyed out report appears in the LHN

BUG.mp4
I'll try to fix it!

I also saw it yesterday but I couldn't reproduce it consistently :/

@VickyStash
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I've spend prettty much time on this bug investigations, and it feels like it's fixed by bumping Onyx version to v1.0.135 (check this PR updates).

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and it feels like it's fixed by bumping Onyx version to v1.0.135 (check this PR updates).

Do we have a plan or an existing PR to upgrade onyx? I recently reviewed Onyx bump version 132.

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I think we are waiting for v1.0.133 bump first, more context in this issue.

@melvin-bot melvin-bot bot requested a review from roryabraham August 25, 2025 12:55
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Let me double check 👀

iwiznia
iwiznia previously approved these changes Aug 25, 2025
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All checks passed 😄

@VickyStash
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@roryabraham Can you please take a look at this one?

}

const backTo = Navigation.getActiveRoute();
const reportIDToNavigate = iouAction?.childReportID ?? generateReportID();
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Is this correct?

Suggested change
const reportIDToNavigate = iouAction?.childReportID ?? generateReportID();
// Optimistically generate a reportID for the transaction thread if one does not yet exist.
// The report itself will be created after we perform the navigation
const reportIDToNavigate = iouAction?.childReportID ?? generateReportID();

Also, does it make sense to "search" for a report that doesn't yet exist? I'm just finding that it's unintuitive to include an optimistic reportID in a URL param for a report that hasn't yet been created. Maybe a better alternative would be search/view/optimistic or search/view/create-report or something like that?

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I think it can be confusing for the user to see search/view/create-report url here

image

I'm thinking about changing the approach a little to remove extra params from the route. I want to create a utility method that will create the thread report and only then navigate to it. This way we can escape extra params passing in the route, wdyt?

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That sounds like a good improvement.

if (!targetTransactionThreadReportID && targetTransaction?.reportID) {
// If the report was already loaded before, but there are still no transaction thread report info, it means it hasn't been created yet.
// So we should create it.
if (targetTransactionReportMetadata?.hasOnceLoadedReportActions) {
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I'm finding this useEffect really hard to follow. It seems like it's doing multiple things when running a few times in a row, which generally is a bad pattern. We should split up the effect into multiple effects, each of which do exactly one thing.

Plus, I don't think there should be multiple codepaths that lead to calling openReport. It's a very expensive API call to make, and ideally just one codepath should execute that API call.

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I'm finding this useEffect really hard to follow. It seems like it's doing multiple things when running a few times in a row, which generally is a bad pattern. We should split up the effect into multiple effects, each of which do exactly one thing.

Okay, I'll give it a try!

Plus, I don't think there should be multiple codepaths that lead to calling openReport. It's a very expensive API call to make, and ideally just one codepath should execute that API call.

I'm not 100% sure it will be possible in this case, cause there already was an additional call:

// When user selects a card transaction to merge, that card transaction becomes the target transaction.
// The App may not have the transaction thread report loaded for card transactions, so we need to trigger
// OpenReport to ensure the transaction thread report is available for confirmation page
if (!targetTransactionThreadReportID && targetTransaction?.reportID) {
return openReport(targetTransaction.reportID);
}
if (targetTransactionThreadReportID && !targetTransactionThreadReport) {
return openReport(targetTransactionThreadReportID);
}
// We need to wait for report to be loaded completely, avoid still optimistic loading
if (!targetTransactionThreadReport?.reportID) {
return;
}

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I've tried to clean it up a little in 1957994

if (transactionID && currentUserEmail) {
openReport(reportIDFromRoute, '', [currentUserEmail], undefined, moneyRequestReportActionID, false, [], undefined, transactionID);
if (transactionID && currentUserEmail && !report) {
const iouReport = getReportOrDraftReport(iouReportID);
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We shouldn't be adding new code usages that rely under the hood on Onyx.connect, because it's deprecated. I suppose NAB and we can handle the migration separately if it's going to be very large in scope

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Let leave it as is for now, there is a chance this part will be removed if we won't pass additional params in the route

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@youssef-lr youssef-lr Aug 28, 2025

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Hi! This will be cleaned up soon and we'll completely remove the usage of OpenReport here. The API will send the relevant report when opening the merge transaction page. I'll create an issue today.

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@youssef-lr can you link the issue when you create it?

@VickyStash VickyStash requested a review from roryabraham August 27, 2025 13:26
iwiznia
iwiznia previously approved these changes Aug 27, 2025
…ns-expense-inbox

# Conflicts:
#	src/components/MoneyRequestReportView/MoneyRequestReportTransactionList.tsx
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I've resolved conflicts and removed this check:

if (beta === CONST.BETAS.NO_OPTIMISTIC_TRANSACTION_THREADS) {
return false;
}

It was added in this PR. I guess it was added because the beta affected testing before we implemented an additional toggle to control thread creation.
cc @youssef-lr since you was the one who added this check.

Note: the Jest test failing on other PRs as well, and it's not related to the changes, implemented in this one.

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Created #69487 for the flaky test

@roryabraham roryabraham merged commit a55cb8c into Expensify:main Aug 28, 2025
29 of 30 checks passed
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✋ This PR was not deployed to staging yet because QA is ongoing. It will be automatically deployed to staging after the next production release.

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My WIP diff for DetailsReviewPage, for posterity. I'm not sure this is near a final version of what I would have requested in a review, but it's maybe a step in the right direction.

Full diff
diff --git a/src/pages/TransactionMerge/DetailsReviewPage.tsx b/src/pages/TransactionMerge/DetailsReviewPage.tsx
index 1a99f386c6f..dddf0c39ed4 100644
--- a/src/pages/TransactionMerge/DetailsReviewPage.tsx
+++ b/src/pages/TransactionMerge/DetailsReviewPage.tsx
@@ -1,4 +1,4 @@
-import React, {useCallback, useEffect, useState} from 'react';
+import React, {useCallback, useEffect, useMemo, useState} from 'react';
 import {View} from 'react-native';
 import FullPageNotFoundView from '@components/BlockingViews/FullPageNotFoundView';
 import Button from '@components/Button';
@@ -14,6 +14,7 @@ import useOnyx from '@hooks/useOnyx';
 import useThemeStyles from '@hooks/useThemeStyles';
 import {setMergeTransactionKey} from '@libs/actions/MergeTransaction';
 import {convertToDisplayString} from '@libs/CurrencyUtils';
+import memoize from '@libs/memoize';
 import {
     getMergeableDataAndConflictFields,
     getMergeFieldTranslationKey,
@@ -76,25 +77,17 @@ function DetailsReviewPage({route}: DetailsReviewPageProps) {
 
     const [hasErrors, setHasErrors] = useState<Partial<Record<MergeFieldKey, boolean>>>({});
     const [diffFields, setDiffFields] = useState<MergeFieldKey[]>([]);
-    const [isCheckingDataBeforeGoNext, setIsCheckingDataBeforeGoNext] = useState<boolean>(false);
+    const [isLoadingConfirmationData, setIsLoadingConfirmationData] = useState<boolean>(false);
 
-    useEffect(() => {
-        if (!transactionID || !targetTransaction || !sourceTransaction) {
-            return;
-        }
-
-        const {conflictFields, mergeableData} = getMergeableDataAndConflictFields(targetTransaction, sourceTransaction);
-
-        setMergeTransactionKey(transactionID, mergeableData);
-        setDiffFields(conflictFields as MergeFieldKey[]);
-    }, [targetTransaction, sourceTransaction, transactionID]);
+    // Memoize openReport to prevent duplicate calls with the same parameters
+    const memoizedOpenReport = useMemo(() => memoize(openReport), []);
 
+    // Optimisitcally creates a new transaction thread report with optimistic data
     const createTargetTransactionThreadReport = useCallback(() => {
         const transactionThreadReportID = generateReportID();
         const iouReport = getReportOrDraftReport(targetTransaction?.reportID);
         const optimisticTransactionThread = buildTransactionThread(iouActionForTargetTransaction, iouReport, undefined, transactionThreadReportID);
-
-        openReport(
+        memoizedOpenReport(
             transactionThreadReportID,
             undefined,
             currentUserEmail ? [currentUserEmail] : [],
@@ -105,51 +98,74 @@ function DetailsReviewPage({route}: DetailsReviewPageProps) {
             undefined,
             targetTransaction?.transactionID,
         );
-    }, [currentUserEmail, iouActionForTargetTransaction, targetTransaction?.reportID, targetTransaction?.transactionID]);
+    }, [currentUserEmail, iouActionForTargetTransaction, targetTransaction?.reportID, targetTransaction?.transactionID, memoizedOpenReport]);
 
+    // Initialize merge data and identify conflicting fields between transactions
     useEffect(() => {
-        if (!isCheckingDataBeforeGoNext) {
+        if (!transactionID || !targetTransaction || !sourceTransaction) {
             return;
         }
 
-        // When user selects a card transaction to merge, that card transaction becomes the target transaction.
-        // The App may not have the transaction thread report loaded for card transactions, so we need to trigger
-        // OpenReport to ensure the transaction thread report is available for confirmation page
-        if (!targetTransactionThreadReportID && targetTransaction?.reportID) {
-            // If the report was already loaded before, but there are still no transaction thread report info, it means it hasn't been created yet.
-            // So we should create it.
-            if (hasOnceLoadedTransactionThreadReportActions) {
-                createTargetTransactionThreadReport();
-                setIsCheckingDataBeforeGoNext(false);
-                Navigation.navigate(ROUTES.MERGE_TRANSACTION_CONFIRMATION_PAGE.getRoute(transactionID, Navigation.getActiveRoute()));
-                return;
-            }
-            return openReport(targetTransaction.reportID);
+        const {conflictFields, mergeableData} = getMergeableDataAndConflictFields(targetTransaction, sourceTransaction);
+
+        setMergeTransactionKey(transactionID, mergeableData);
+        setDiffFields(conflictFields as MergeFieldKey[]);
+    }, [targetTransaction, sourceTransaction, transactionID]);
+
+    // Load main transaction report when thread report doesn't exist and report actions haven't loaded
+    useEffect(() => {
+        if (!isLoadingConfirmationData) {
+            return;
         }
-        if (targetTransactionThreadReportID && !targetTransactionThreadReport) {
-            return openReport(targetTransactionThreadReportID);
+
+        if (!targetTransactionThreadReportID && targetTransaction?.reportID && !hasOnceLoadedTransactionThreadReportActions) {
+            memoizedOpenReport(targetTransaction.reportID);
         }
-        // We need to wait for report to be loaded completely, avoid still optimistic loading
-        if (!targetTransactionThreadReport?.reportID) {
+    }, [isLoadingConfirmationData, targetTransactionThreadReportID, targetTransaction?.reportID, hasOnceLoadedTransactionThreadReportActions, memoizedOpenReport]);
+
+    // Create new thread report when main report is loaded but no thread exists, then navigate
+    useEffect(() => {
+        if (!isLoadingConfirmationData) {
             return;
         }
 
-        Navigation.navigate(ROUTES.MERGE_TRANSACTION_CONFIRMATION_PAGE.getRoute(transactionID, Navigation.getActiveRoute()));
-        setIsCheckingDataBeforeGoNext(false);
+        if (!targetTransactionThreadReportID && targetTransaction?.reportID && hasOnceLoadedTransactionThreadReportActions) {
+            createTargetTransactionThreadReport();
+            setIsLoadingConfirmationData(false);
+            Navigation.navigate(ROUTES.MERGE_TRANSACTION_CONFIRMATION_PAGE.getRoute(transactionID, Navigation.getActiveRoute()));
+        }
     }, [
-        isCheckingDataBeforeGoNext,
+        isLoadingConfirmationData,
         targetTransactionThreadReportID,
         targetTransaction?.reportID,
-        targetTransactionThreadReport,
-        transactionID,
         hasOnceLoadedTransactionThreadReportActions,
-        iouActionForTargetTransaction,
-        currentUserEmail,
-        targetTransaction?.transactionID,
         createTargetTransactionThreadReport,
+        transactionID,
     ]);
 
-    // Handle selection
+    // Load existing thread report data when we have the ID but not the report
+    useEffect(() => {
+        if (!isLoadingConfirmationData) {
+            return;
+        }
+
+        if (targetTransactionThreadReportID && !targetTransactionThreadReport) {
+            memoizedOpenReport(targetTransactionThreadReportID);
+        }
+    }, [isLoadingConfirmationData, targetTransactionThreadReportID, targetTransactionThreadReport, memoizedOpenReport]);
+
+    // Navigate to confirmation page when thread report is fully loaded
+    useEffect(() => {
+        if (!isLoadingConfirmationData) {
+            return;
+        }
+
+        if (targetTransactionThreadReport?.reportID) {
+            Navigation.navigate(ROUTES.MERGE_TRANSACTION_CONFIRMATION_PAGE.getRoute(transactionID, Navigation.getActiveRoute()));
+            setIsLoadingConfirmationData(false);
+        }
+    }, [isLoadingConfirmationData, targetTransactionThreadReport?.reportID, transactionID]);
+
     const handleSelect = (field: MergeFieldKey, value: MergeValue) => {
         // Clear error if it has
         setHasErrors((prev) => {
@@ -163,7 +179,6 @@ function DetailsReviewPage({route}: DetailsReviewPageProps) {
         });
     };
 
-    // Handle continue
     const handleContinue = () => {
         if (!mergeTransaction) {
             return;
@@ -180,7 +195,8 @@ function DetailsReviewPage({route}: DetailsReviewPageProps) {
         setHasErrors(newHasErrors);
 
         if (isEmptyObject(newHasErrors)) {
-            setIsCheckingDataBeforeGoNext(true);
+            // Start the data preparation phase for navigation
+            setIsLoadingConfirmationData(true);
         }
     };
 
@@ -273,7 +289,7 @@ function DetailsReviewPage({route}: DetailsReviewPageProps) {
                         text={translate('common.continue')}
                         onPress={handleContinue}
                         isDisabled={!isEmptyObject(hasErrors)}
-                        isLoading={isCheckingDataBeforeGoNext}
+                        isLoading={isLoadingConfirmationData}
                         pressOnEnter
                     />
                 </FixedFooter>

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OSBotify commented Sep 2, 2025

🚀 Deployed to staging by https://github.com/roryabraham in version: 9.2.1-0 🚀

platform result
🖥 desktop 🖥 success ✅
🕸 web 🕸 success ✅
🤖 android 🤖 success ✅
🍎 iOS 🍎 success ✅

cursor bot pushed a commit that referenced this pull request Sep 3, 2025
…refactor/67886-several-transactions-expense-inbox"

This reverts commit a55cb8c, reversing
changes made to c300cbf.
neil-marcellini pushed a commit that referenced this pull request Sep 3, 2025
…refactor/67886-several-transactions-expense-inbox"

This reverts commit a55cb8c, reversing
changes made to c300cbf.
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OSBotify commented Sep 5, 2025

🚀 Deployed to production by https://github.com/arosiclair in version: 9.2.1-20 🚀

platform result
🖥 desktop 🖥 success ✅
🕸 web 🕸 success ✅
🤖 android 🤖 success ✅
🍎 iOS 🍎 success ✅

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7 participants