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Update all reports which have updated totals#71683

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carlosmiceli merged 40 commits intoExpensify:mainfrom
ShridharGoel:nextSteps
Dec 10, 2025
Merged

Update all reports which have updated totals#71683
carlosmiceli merged 40 commits intoExpensify:mainfrom
ShridharGoel:nextSteps

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@ShridharGoel ShridharGoel commented Oct 1, 2025

Explanation of Change

The fix involves modifying the changeTransactionsReport function to update the next step message for all reports that have their totals changed, not just the destination report.

Fixed Issues

$ #70926
PROPOSAL: #70926 (comment)

Tests

  1. Navigate to staging.new.expensify.com
  2. Go to workspace
  3. Create an IOU.
  4. Open the IOU details.
  5. The next steps should be showing "Waiting for you to submit expenses".
  6. In the IOU details, go to the "Report" row.
  7. Click remove from report to make the IOU unreported.
  8. The next steps should start showing "Waiting for you to add expenses".
  • Verify that no errors appear in the JS console

Offline tests

  1. Navigate to staging.new.expensify.com
  2. Go to workspace
  3. Create an IOU.
  4. Open the IOU details.
  5. The next steps should be showing "Waiting for you to submit expenses".
  6. Go offline.
  7. In the IOU details, go to the "Report" row.
  8. Click remove from report to make the IOU unreported.
  9. The next steps should start showing "Waiting for you to add expenses".

QA Steps

Same as tests.

  1. Navigate to staging.new.expensify.com
  2. Go to workspace
  3. Create an IOU.
  4. Open the IOU details.
  5. The next steps should be showing "Waiting for you to submit expenses".
  6. In the IOU details, go to the "Report" row.
  7. Click remove from report to make the IOU unreported.
  8. The next steps should start showing "Waiting for you to add expenses".
  • 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 new assets were added or existing ones were modified, I verified that:
    • The assets are optimized and compressed (for SVG files, run npm run compress-svg)
    • The assets load correctly across all supported platforms.
  • 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
Screen.Recording.2025-10-01.at.8.59.13.PM.mov
Android: mWeb Chrome
Screen.Recording.2025-10-01.at.9.00.49.PM.mov
iOS: Native
Simulator.Screen.Recording.-.iPhone.16.Plus.-.2025-10-01.at.20.43.20.mp4
iOS: mWeb Safari
Simulator.Screen.Recording.-.iPhone.16.Plus.-.2025-10-01.at.20.44.47.mp4
MacOS: Chrome / Safari
NextSteps.mov
MacOS: Desktop
Screen.Recording.2025-10-01.at.8.51.26.PM.mov

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codecov bot commented Oct 1, 2025

Codecov Report

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

Files with missing lines Coverage Δ
src/libs/actions/Transaction.ts 54.97% <93.10%> (+2.16%) ⬆️
... and 288 files with indirect coverage changes

@ShridharGoel ShridharGoel marked this pull request as ready for review October 1, 2025 15:33
@ShridharGoel ShridharGoel requested a review from a team as a code owner October 1, 2025 15:33
@melvin-bot melvin-bot bot requested review from parasharrajat and removed request for a team October 1, 2025 15:33
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melvin-bot bot commented Oct 1, 2025

@parasharrajat 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]

@ShridharGoel
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@parasharrajat Can you review this?

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Please update tests to be numbered list. Add offline tests. Update PR author checklist.

Please keep an eye on checks on each PR, they should pass.

Also can you please merge main?

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I will review this as soon as possible

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Update PR author checklist.

What needs to be done there?

Please keep an eye on checks on each PR, they should pass.

All checks are passing on this. Am I missing something?

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parasharrajat commented Oct 3, 2025

What needs to be done there?

I was seeing check failures but they are fine now so nothing needed. It might be old cache on my device.

});

// Only add failure data for the main report to avoid conflicts
if (affectedReportID === reportID) {
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Why? What is the conflict?

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IN case of failure, we have to reset all the reports which we set Optimistically.

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Only the primary report has reportNextStep so that can be used in the failure data. For other reports, it seems that we might not have the proper data so setting them via failureData might overwrite the actual content they were going to have.

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@ShridharGoel ShridharGoel Oct 3, 2025

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Does this make sense or do we need to remove this condition?

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Technically, we should reset because user can take these actions offline.

Only the primary report has reportNextStep so that can be used in the failure data. For other reports, it seems that we might not have the proper data so setting them via failureData might overwrite the actual content they were going to have.

Let's find a solution for this.

it('correctly handles reportNextStep parameter when moving transactions to unreported report', async () => {
const mockAPIWrite = jest.spyOn(require('@libs/API'), 'write').mockImplementation(() => Promise.resolve());

const oldReport = {
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Use test utils to create reports, actions, etc. You can make those more configurable if needed. you will have find methods in /tests/util/

@ShridharGoel ShridharGoel requested review from a team and tgolen as code owners October 3, 2025 16:10
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github-actions bot commented Oct 3, 2025

⚠️ 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. ⚠️

@ShridharGoel ShridharGoel marked this pull request as draft October 3, 2025 16:11
@ShridharGoel ShridharGoel marked this pull request as ready for review October 3, 2025 16:22
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Rebased onto the latest upstream/main to drop mistakenly added merge commits and keep the branch history clean

Comment on lines +90 to +98
let allNextSteps: OnyxCollection<ReportNextStep> = {};
Onyx.connect({
key: ONYXKEYS.COLLECTION.NEXT_STEP,
waitForCollectionCallback: true,
callback: (value) => {
allNextSteps = value ?? {};
},
});

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This is not allowed anymore. Please pass it from the component.

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Updated

@tgolen tgolen removed their request for review October 4, 2025 02:21
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@ShridharGoel Can you please merge main?

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@parasharrajat Done

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rename this to nextStepDestinationReport

Comment on lines 1298 to 1311
@@ -1309,67 +1310,98 @@ function changeTransactionsReport(
};
const hasViolations = hasViolationsReportUtils(nextStepReport?.reportID, allTransactionViolation, accountID, email ?? '');
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These look like duplicate logic. Can you DRY this up?

Comment on lines +1335 to +1338
let predictedNextStatus = updatedReport.statusNum ?? CONST.REPORT.STATUS_NUM.OPEN;
if (updatedTotal === 0 && updatedReport.statusNum === CONST.REPORT.STATUS_NUM.SUBMITTED) {
predictedNextStatus = CONST.REPORT.STATUS_NUM.OPEN;
}
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Add a comment here.

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Extend tests to have a test for this this fix where you check for source transaction as well.

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Bump @ShridharGoel

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Updated

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There is a an code error @ShridharGoel

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@parasharrajat Updated

Comment on lines -1304 to -1309
const destinationTotal = (destinationReportID ? updatedReportTotals[destinationReportID] : undefined) ?? destinationReport?.total ?? newReport?.total;
const nextStepReport = {
...destinationReport,
reportID: destinationReport?.reportID ?? destinationReportID ?? reportID,
total: destinationTotal,
};
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This part was a little different. I do not know the exact reason why we have fallbacks for reportID key and destination total. Is there a reason why you changed this?

To be safe, I would like to keep the logic same for destination report unless we have reason that we don't need to fallbacks.

To be clear.

reportID: affectedReport.reportID ?? affectedReportID,

You are not not falling back to reportID as in destinationReport?.reportID ?? destinationReportID ?? reportID,

destinationTotal = (destinationReportID ? updatedReportTotals[destinationReportID] : undefined) ?? destinationReport?.total ?? newReport?.total;

Here we were falling back to newReport?.total but not in new code.

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We already have the real report in hand before we set next steps, so we don’t need extra fallbacks. Bringing them back wouldn’t help, and could point updates to the wrong report (for example, using the outer reportID instead of
the source report ID). The total fallback also seems unnecessary because when the report is the new one, we already have its total.

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Do let me know what you think.

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OK, sounds good.

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parasharrajat commented Dec 8, 2025

Screenshots

🔲 iOS / native

08.12.2025_13.27.45_REC.mp4

🔲 iOS / Safari

08.12.2025_13.34.29_REC.mp4

🔲 MacOS / Chrome

08.12.2025_12.20.26_REC.mp4

🔲 Android / Chrome

08.12.2025_12.38.51_REC.mp4

🔲 Android / native

08.12.2025_12.36.58_REC.mp4

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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 approved by marketing by adding the Waiting for Copy label for a copy review on the original GH to get the correct copy.
    • 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 form input styles:
    • I verified that all the inputs inside a form are aligned with each other.
    • I added Design label 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.

🎀 👀 🎀 C+ reviewed

@carlosmiceli carlosmiceli merged commit 29e299a into Expensify:main Dec 10, 2025
31 of 35 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/carlosmiceli in version: 9.2.75-0 🚀

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

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🚀 Deployed to staging by https://github.com/carlosmiceli in version: 9.2.75-0 🚀

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

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🚀 Deployed to staging by https://github.com/carlosmiceli in version: 9.2.77-0 🚀

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

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🚀 Deployed to production by https://github.com/yuwenmemon in version: 9.2.77-1 🚀

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

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5 participants