Fix error during expense creation with disabled workflows

[ShridharGoel]

Explanation of Change

Adjusted confirmation step to stop falling back to the route’s workspace report when the transaction’s report ID has been changed to a different target. The new guard treats a different report ID as intentional and avoids using the workspace report, so IOUs created after selecting a 1:1 recipient get created in the correct chat.

Fixed Issues

$ #74535
PROPOSAL: #74535 (comment)

Tests

1. Launch app
2. Login with a new gmail account
3. Create a workspace
4. Open workflows
5. Disable submission frequency and advance approval
6. Go to inbox
7. Tap fab - create expense
8. Recipient selection page should show.
9. Enter a email user
10. Complete the flow
11. After disabling submission frequency and advance approval, creating IOU with 1:1 user must show expense in 1:1 chat.

• Verify that no errors appear in the JS console

Offline tests

QA Steps

Same as tests.

• 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
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  • I added steps to cover failure scenarios (i.e. verify an input displays the correct error message if the entered data is not correct)
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Screenshots/Videos

Android: Native

Screen.Recording.2025-12-28.at.4.04.35.PM.mov

Android: mWeb Chrome

Screen.Recording.2025-12-28.at.4.00.58.PM.mov

iOS: Native

Screen.Recording.2025-12-28.at.4.02.44.PM.mov

iOS: mWeb Safari

Screen.Recording.2025-12-28.at.4.03.55.PM.mov

MacOS: Chrome / Safari

Screen.Recording.2025-12-28.at.3.58.22.PM.mov

[melvin-bot]

@eh2077 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]

@eh2077 Can you have a look?

[codecov]

Codecov Report

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

Files with missing lines	Coverage Δ
...es/iou/request/step/IOURequestStepConfirmation.tsx	56.10% <100.00%> (+7.46%)	⬆️
... and 26 files with indirect coverage changes

[trjExpensify]

The video in the OP seems wrong and doesn't match the tests, as the participant selector is showing immediately.

...
Tap fab - create expense
Note default workspace shown
Tap on it and open recipient page
Enter a email user
Complete the flow
After disabling submission frequency and advance approval, creating IOU with 1:1 user must show expense in 1:1 chat.

[ShridharGoel]

@trjExpensify Updated the steps, can you check if they look fine to you?

[trjExpensify]

Thanks! Now the PR changes is breaking the expected behaviour by showing the participant selector step.

1. The To: participant should be the default workspace (internal note: this will be updated to the selfDM "home" of unreported when this issue is unblocked (CC: @s77rt @cristipaval).
2. If they change the To: on the confirmation screen to select an individual or another workspace, then the expense should go to that destination.

The bug in the issue OP is with 2.

[ShridharGoel]

@trjExpensify Just to confirm, do we never want to show the participant selection directly after entering the amount?

[trjExpensify]

No, there are cases when we do show it. Some I can think of off the top of my head:

• User doesn't have any workspaces
• The user's default workspace has an overdue balance

[eh2077]

@ShridharGoel Can you address Tom's comments above? thanks

[ShridharGoel]

Adding the auto-reporting conditions have been leading to participant selection directly when the auto-submission is off, because of which there has been no update here yet. I'll try again with another solution.

[ShridharGoel]

@eh2077 Updated

[eh2077]

Adjusted confirmation step to stop falling back to the route’s workspace report when the transaction’s report ID has been changed to a different target. The new guard treats a different report ID as intentional and avoids using the workspace report, so IOUs created after selecting a 1:1 recipient get created in the correct chat.

@ShridharGoel It seems we ends up with a different solution from the original proposal. Can you explain a bit why it fixes the root cause of the original issue?

[ShridharGoel]

@eh2077 Yes it still solves the root cause. After we picked a 1:1 chat, the confirmation step still fell back to the original workspace report from the route, so it sent the expense into the workspace instead of the 1:1 chat.

Fix: The confirmation page now uses the transaction’s current report ID and won’t fall back to the workspace when it differs, and the participant step always updates the transaction’s report ID when we change the recipient.

[ShridharGoel]

@eh2077 Bump

[eh2077]

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
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  • 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
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  • Android: mWeb Chrome
  • iOS: HybridApp
  • iOS: mWeb Safari
  • MacOS: Chrome / Safari
• 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 there are no new alerts related to the canBeMissing param for useOnyx
• 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 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
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• 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.
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  • I verified that all the inputs inside a form are aligned with each other.
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• 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.
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• 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.
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Screenshots/Videos

Android: HybridApp

Screen.Recording.2026-01-06.at.10.11.27.PM.mov

Android: mWeb Chrome

Screen.Recording.2026-01-06.at.10.07.09.PM.mov

iOS: HybridApp

Screen.Recording.2026-01-06.at.10.08.38.PM.mov

iOS: mWeb Safari

Screen.Recording.2026-01-06.at.10.10.18.PM.mov

MacOS: Chrome / Safari

Screen.Recording.2026-01-06.at.10.03.29.PM.mov

[eh2077]

Looks good

[blimpich]

Can we add a unit test for this?

[ShridharGoel]

Added tests

[eh2077]

@ShridharGoel Please take a look at failing checks, thanks!

[blimpich]

@trjExpensify can you look at the videos now and see if they addressed your original comments? And if so approve?

[trjExpensify]

The video here looks good now 👍

[OSBotify]

✋ This PR was not deployed to staging yet because QA is ongoing. It will be automatically deployed to staging after the next production release.

[OSBotify]

🚀 Deployed to staging by https://github.com/blimpich in version: 9.3.0-0 🚀

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

[OSBotify]

🚀 Deployed to production by https://github.com/francoisl in version: 9.3.0-8 🚀

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