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@allgandalf allgandalf commented Aug 22, 2025

Explanation of Change

Fixed Issues

$ #66493
PROPOSAL:

Tests

  • Verify that no errors appear in the JS console

Offline tests

QA Steps

Perform the following actions:

  1. Add a copilot
  2. Remove a copilot
  3. Update role of copilot
  4. Login as copilot into another accoutn

Verify that you are able to perform all the above actions successfully

  • 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.
Screen.Recording.2025-08-22.at.3.47.48.PM.mov
Screen.Recording.2025-08-22.at.3.50.06.PM.mov

let account: OnyxEntry<Account>;
// Authentication lib is not connected to any changes on the UI
// So it is okay to use connectWithoutView here.
Onyx.connectWithoutView({
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@ikevin127 , please check this thread for more info:

https://new.expensify.com//r/5512877217123728/7684504551749862656

We decided to use connectWithoutView for this particular lib

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Currently working on Unit tests

@allgandalf allgandalf marked this pull request as ready for review August 22, 2025 10:20
@allgandalf allgandalf requested a review from a team as a code owner August 22, 2025 10:20
@melvin-bot melvin-bot bot requested review from ikevin127 and removed request for a team August 22, 2025 10:21
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melvin-bot bot commented Aug 22, 2025

@ikevin127 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]

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⚠️ This PR is possibly changing native code and/or updating libraries, it may cause problems with HybridApp. Please check if any patch updates are required in the HybridApp repo and run an AdHoc build to verify that HybridApp will not break. Ask Contributor Plus for help if you are not sure how to handle this. ⚠️

Comment on lines 156 to +159
close(() => setShouldShowOfflineModal(true));
return;
}
connect(email);
connect({email, delegatedAccess: account?.delegatedAccess});
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NAB: 🟡 Potential silent no-op when delegatedAccess is not yet available:

  • if account?.delegatedAccess is undefined (e.g., early in app startup), connect() returns early by design and nothing happens. From the user perspective: taps “Switch account” do nothing without feedback.
  • suggested UI guard to prevent a confusing UX, add disabled to createBaseMenuItem:
    badgeText: translate('delegate.role', {role}),
+   disabled: !!account?.delegatedAccess,
    onSelected: () => {

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@allgandalf allgandalf Sep 7, 2025

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@ikevin127 AFAIK, we don't have the switcher shown on the UI unless we have account object present, please correct me if i am wrong

});
});
});
describe('isConnectedAsDelegate', () => {
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@ikevin127 ikevin127 Aug 22, 2025

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🟢 Could use a test for the “no delegatedAccess” early-return to ensure no Onyx updates occur.

🟢 Consider adding a connect() test that ensures:

  • it returns undefined when not applicable (no delegators and not from OldDot)
  • it resolves and applies optimistic updates when called with a valid delegatedAccess.delegators or isFromOldDot

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ikevin127 commented Aug 23, 2025

@allgandalf All tests are passing / looking good, except ❌ 3. Update role of copilot where we have a regression compared to current staging: once role is changed, the UI role label changes for ~1 second then reverts back to the previous role, which doesn't change untill refreshing the page (see below, this can be observed in your first video as well) / on staging the change remains to the newly updated role.

🧪 Once this is fixed, please make sure to update the updateDelegateRole test to ensure this behaves as expected, if the issue was Onyx related, otherwise if component-lifecycle related then try and simulate / test that as well to ensure the UI role won't switch back given the component's effect logic.

change-role-issue.mov

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ikevin127 commented Aug 23, 2025

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 tests pass on all platforms & I tested again on:
    • Android: Native
    • Android: mWeb Chrome
    • iOS: Native
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
    • MacOS: Desktop
  • 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 the left part of a conditional rendering a React component is a boolean and NOT a string, e.g. myBool && <MyComponent />.
    • 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.js 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 */
    • The file is named correctly
    • The component has a clear name that is non-ambiguous and the purpose of the component can be inferred from the name alone
    • The only data being stored in the state is data necessary for rendering and nothing else
    • 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.
  • 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

1. Add a copilot ✅
add-delegate.mov
2. Remove a copilot ✅
remove-delegate.mov
3. Update role of copilot ✅
Screen.Recording.2025-09-09.at.16.24.54.mov
4. Login as copilot into another account ✅
switch-delegate.mov

@allgandalf
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hmm, there are quite a few changes required here, I would need till tomorrow morning to fix these, i will post back @ikevin127

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@allgandalf No problem, most of them are just refactoring suggestions, not blockers. The only blocker is this issue which is failing one of the manual testing steps, that should be addressed.

allgandalf and others added 7 commits September 7, 2025 16:30
Co-authored-by: Kevin Brian Bader <56457735+ikevin127@users.noreply.github.com>
Co-authored-by: Kevin Brian Bader <56457735+ikevin127@users.noreply.github.com>
@allgandalf
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@allgandalf All tests are passing / looking good, except ❌ 3. Update role of copilot where we have a regression compared to current staging: once role is changed, the UI role label changes for ~1 second then reverts back to the previous role, which doesn't change untill refreshing the page (see below, this can be observed in your first video as well) / on staging the change remains to the newly updated role.

Trying to fix this now, on first look i cannot seem to figure out what might be wrong, will try to look into it more, any clues / suggestion is appreciated 😄

@ikevin127
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@allgandalf Pretty sure the issue is somewhere in the updateDelegateRole because the new “pass delegatedAccess in” refactor introduced stale state into the delegate actions. The optimistic update briefly shows the new role, but the follow-up Onyx writes (built from a stale delegatedAccess snapshot) overwrite that optimistic change with the old role, so the label flips back until a full refresh rehydrates from the server.

Why tests didn’t catch it:

  • the new tests assert pendingAction/pendingFields but do not assert that the role value remains updated after the success path. They also don’t simulate the success write returning and merging a stale delegate object

@allgandalf
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@ikevin127 the issue you mentioned is fixed

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Thanks for fixing the issue! 🚀
LGTM :shipit:

@melvin-bot melvin-bot bot requested a review from danieldoglas September 9, 2025 23:27
@danieldoglas danieldoglas merged commit a500fa8 into Expensify:main Sep 16, 2025
19 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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🚀 Deployed to staging by https://github.com/danieldoglas in version: 9.2.16-0 🚀

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

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🚀 Deployed to production by https://github.com/roryabraham in version: 9.2.16-14 🚀

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

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4 participants