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Bring approval overLimitForwardsTo configuration V2#78350

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JS00001 merged 18 commits intoExpensify:mainfrom
abzokhattab:workflow-approval-limit-followup
Jan 7, 2026
Merged

Bring approval overLimitForwardsTo configuration V2#78350
JS00001 merged 18 commits intoExpensify:mainfrom
abzokhattab:workflow-approval-limit-followup

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@abzokhattab
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@abzokhattab abzokhattab commented Dec 23, 2025

Explanation of Change

Bringing back the changes introduced in this PR and fixing the regression issues

Fixed Issues

$ #75775
#78316
#78320
#78324
#78327
#78342
#78343
PROPOSAL:

Test 1: Setting Approval Limit on an Approver (Create Flow)

Precondition: Workspace with "Add approvals" enabled

  1. Go to Workspace > Workflows
  2. Click to create a new approval workflow
  3. Add members to "Expenses from"
  4. Select an approver
  5. Verify the approval limit page shows with Skip and Next buttons
  6. Click Skip
  7. Verify you return to the workflow editor without a limit set
  8. Click on the approver again
  9. Enter a report amount (e.g., $500)
  10. Leave the additional approver empty
  11. Click Next
  12. Verify you return to the workflow editor without a limit config set
  13. Clear the report amount
  14. Select an additional approver from the list
  15. Click Next
  16. Verify error "Please enter a valid amount" is shown
  17. Enter a report amount (e.g., $500)
  18. Click Next
  19. Verify the workflow shows the limit description (e.g., "Reports above $500 forward to [Name]")
  20. Save the workflow
  21. Verify workflow is created successfully

Test 2: Editing Approval Limit on an Approver (Edit Flow)

Precondition: Workspace with "Add approvals" enabled, with an existing approval workflow that has an approval limit set

  1. Go to Workspace > Workflows
  2. Click on an existing approval workflow with an approval limit
  3. Click on the approver with the limit
  4. Verify the amount field shows the existing limit
  5. Verify the additional approver is pre-selected
  6. Clear the report amount
  7. Click Save
  8. Verify error "Please enter a valid amount" is shown
  9. Enter a new report amount (e.g., $1000)
  10. Select a different additional approver
  11. Click Save
  12. Verify the new limit description shows correctly
  13. Click on the same approver again
  14. Click Remove limit
  15. Verify you return to the workflow editor
  16. Verify the limit description is no longer shown
  17. Save the workflow
  18. Verify workflow updates successfully without the approval limit

Offline tests

Same as tests

QA Steps

Same as tests

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
  • 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.
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  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
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  • 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
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    • A similar style doesn't already exist
    • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(theme.componentBG))
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    • The assets are optimized and compressed (for SVG files, run npm run compress-svg)
    • The assets load correctly across all supported platforms.
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  • 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: mWeb Chrome
Screen.Recording.2026-01-06.at.23.42.23.mov
Screen.Recording.2026-01-06.at.23.45.32.mov
iOS: Native
Screen.Recording.2026-01-06.at.23.32.31.mov
Screen.Recording.2026-01-06.at.23.35.28.mov
iOS: mWeb Safari
Screen.Recording.2026-01-06.at.23.40.17.mov
Screen.Recording.2026-01-06.at.23.40.54.mov
MacOS: Chrome / Safari
Screen.Recording.2026-01-06.at.23.21.04.mov
Screen.Recording.2026-01-06.at.23.22.27.mov

@codecov
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codecov bot commented Dec 23, 2025

Codecov Report

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

Files with missing lines Coverage Δ
src/SCREENS.ts 100.00% <ø> (ø)
src/components/ApproverSelectionList.tsx 0.00% <ø> (ø)
...rc/components/Icon/chunks/expensify-icons.chunk.ts 0.00% <ø> (ø)
...gation/linkingConfig/RELATIONS/WORKSPACE_TO_RHP.ts 100.00% <ø> (ø)
src/libs/Navigation/linkingConfig/config.ts 75.00% <ø> (ø)
src/pages/workspace/withPolicy.tsx 100.00% <ø> (ø)
...ges/workspace/workflows/WorkspaceWorkflowsPage.tsx 0.00% <ø> (ø)
...pprovals/WorkspaceWorkflowsApprovalsCreatePage.tsx 0.00% <ø> (ø)
src/styles/index.ts 46.55% <ø> (ø)
src/components/AmountForm.tsx 0.00% <0.00%> (ø)
... and 14 more
... and 47 files with indirect coverage changes

@abzokhattab
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There is also a bug in the Expenses From step where if the user deletes a member offline and creates a new workflow the user will still show up in the Expenses From` step..

fixed it

@aimane-chnaif
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aimane-chnaif commented Dec 23, 2025

I think it's better to revert original PR and fix all regressions in v2.
There are core blockers: #76032 (comment)

@abzokhattab
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Not a bad idea ,,, i think most of them are small issues but i agree for the amount its imporant to maintain the behaviour for VND currency and negative amount ... this was overlooked.

lets revert and i will prepare another PR

what do u think @JS00001

@aimane-chnaif
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Here's revert

@abzokhattab abzokhattab force-pushed the workflow-approval-limit-followup branch from 9c7832f to 7142c13 Compare December 25, 2025 14:27
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melvin-bot bot commented Dec 25, 2025

Hey, I noticed you changed src/languages/en.ts in a PR from a fork. For security reasons, translations are not generated automatically for PRs from forks.

If you want to automatically generate translations for other locales, an Expensify employee will have to:

  1. Look at the code and make sure there are no malicious changes.
  2. Run the Generate static translations GitHub workflow. If you have write access and the K2 extension, you can simply click: [this button]

Alternatively, if you are an external contributor, you can run the translation script locally with your own OpenAI API key. To learn more, try running:

npx ts-node ./scripts/generateTranslations.ts --help

Typically, you'd want to translate only what you changed by running npx ts-node ./scripts/generateTranslations.ts --compare-ref main

@abzokhattab abzokhattab changed the title workflow approval limit followup Bring approval overLimitForwardsTo configuration into New Expensify Dec 29, 2025
@abzokhattab abzokhattab changed the title Bring approval overLimitForwardsTo configuration into New Expensify Bring approval overLimitForwardsTo configuration V2 Dec 29, 2025
@abzokhattab
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abzokhattab commented Dec 29, 2025

I've fixed all the issues except for the following 4, where I need clarification on the expected behavior @JS00001 @aimane-chnaif @JmillsExpensify @dubielzyk-expensify

1. #78316: What is the expected behavior here? In my opinion, pressing back on the confirm page should dismiss the modal since it's the first page the user sees when opening the approval workflow. If they navigate back to this page at any point and press back again, dismissing the modal seems like the logical behavior. However, this feels a bit confusing to me — what do you think?

2. #78342: We didn't discuss the expected behavior for this scenario. When a member who is configured as an additional approver in a workflow is removed from the workspace, should we reset the limit configuration (i.e., clear both the additional approver and the limit)? I assume yes, but if we go this route, we'll need backend changes as well. Currently, when the app goes online, the configuration is restored from the API and isn't removed:

Screen.Recording.2025-12-29.at.15.49.12.mov

3. #78328: Is this a valid bug? In this case, there's another text element that has replaced the description. What should the page display here — should we show both texts? If so, how should they be laid out?

image

4. #78341: this was not in the requriement, just confirming should we tackle it now or keep it for a followup improvement?

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  1. [Due for payment 2026-01-05] Approval-RHP back button returns to approval limit page when it is skipped, repeated navigation #78316: What is the expected behavior here? In my opinion, pressing back on the confirm page should dismiss the modal since it's the first page the user sees when opening the approval workflow. If they navigate back to this page at any point and press back again, dismissing the modal seems like the logical behavior. However, this feels a bit confusing to me — what do you think?

I agree with your opinion here that it should close the modal since it's the first page. When seeing the video it felt very loopy and I wasn't expecting the behavior so I'd say close the modal there.

  1. Workflows - Removed member is still shown in description and additional approver field #78342: We didn't discuss the expected behavior for this scenario. When a member who is configured as an additional approver in a workflow is removed from the workspace, should we reset the limit configuration (i.e., clear both the additional approver and the limit)? I assume yes, but if we go this route, we'll need backend changes as well. Currently, when the app goes online, the configuration is restored from the API and isn't removed:

I'll let @trjExpensify or @JmillsExpensify chime in here since I only have a vague memory about what we do. It make sense to me to clear the approver and the limit when they're removed from the workspace.

  1. Workflows - Limit description does not appear when approver belongs to another workflow #78328: Is this a valid bug? In this case, there's another text element that has replaced the description. What should the page display here — should we show both texts? If so, how should they be laid out?

Hmm. Yeah we technically need two descriptions here right? Can we just add them together? It might look a bit long but it should be 3 sentences instead of 2.

  1. Workflows - No system message for changing approval limit and additional approver #78341: this was not in the requriement, just confirming should we tackle it now or keep it for a followup improvement?

Also a question from @JmillsExpensify

@abzokhattab
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abzokhattab commented Jan 4, 2026

  1. Fixed ✅
  2. waiting for product team input
  3. yes in this case there are two descriptions ... if we want to combine them how should it look like?
  4. waiting for product team input

cc @dubielzyk-expensify @trjExpensify @JmillsExpensify

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Let's wait for @JmillsExpensify and @trjExpensify 's feedback when they're back from OOO. Hopefully should get some answers this week

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For #78328, I don't think that's a valid bug, as it's fine if someone is in the fallback/default workflow and then also in more specific workflows.

@JmillsExpensify
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  1. Workflows - Removed member is still shown in description and additional approver field #78342: We didn't discuss the expected behavior for this scenario. When a member who is configured as an additional approver in a workflow is removed from the workspace, should we reset the limit configuration (i.e., clear both the additional approver and the limit)? I assume yes, but if we go this route, we'll need backend changes as well. Currently, when the app goes online, the configuration is restored from the API and isn't removed:

I'll let @trjExpensify or @JmillsExpensify chime in here since I only have a vague memory about what we do. It make sense to me to clear the approver and the limit when they're removed from the workspace.

Agree, let's clear the approver and limit when they're removed from the workspace.

  1. Workflows - No system message for changing approval limit and additional approver #78341: this was not in the requriement, just confirming should we tackle it now or keep it for a followup improvement?

Also a question from @JmillsExpensify

This feels like a follow-up.

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JS00001 commented Jan 6, 2026

Commented in slack for BE issues: https://expensify.slack.com/archives/C09V8KG184B/p1767715386486329

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aimane-chnaif commented Jan 7, 2026

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 that the composer does not automatically focus or open the keyboard on mobile unless explicitly intended. This includes checking that returning the app from the background does not unexpectedly open the keyboard.
  • I verified tests pass on all platforms & I tested again on:
    • Android: HybridApp
    • Android: mWeb Chrome
    • iOS: HybridApp
    • 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 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
  • 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)
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  • 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
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    • A similar component doesn't exist in the codebase
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  • 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)
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  • 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.
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  • I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: HybridApp
Android: mWeb Chrome
iOS: HybridApp
iOS: mWeb Safari
MacOS: Chrome / Safari

Regression tests:

78327.mov
78342.mov
78343.mov

#78320
78320

#78324
78324

#78328

78328.mov
78316.mov

@aimane-chnaif
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#78328 can be removed from fixed issues as not valid bug.

@JS00001 JS00001 removed the request for review from inimaga January 7, 2026 12:29
@abzokhattab
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@dubielzyk-expensify fyi for this #78328 in case it happens it will display the two descriptions as follows:

image

@JS00001
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JS00001 commented Jan 7, 2026

@aimane-chnaif @abzokhattab is this one ready for final review?

@aimane-chnaif
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yes, approved from my side

@JS00001
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JS00001 commented Jan 7, 2026

Nice, reviewing

@JS00001
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JS00001 commented Jan 7, 2026

Second times the charm!

@JS00001 JS00001 merged commit 984c986 into Expensify:main Jan 7, 2026
38 checks passed
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OSBotify commented Jan 7, 2026

✋ 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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OSBotify commented Jan 8, 2026

🚀 Deployed to staging by https://github.com/JS00001 in version: 9.2.96-1 🚀

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

@lanitochka17
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This PR is failing because of issue ##79151

The issue is reproducible in: Web Android

Bug7043985_1767904845437.bandicam_2026-01-08_23-26-14-466.1.mp4

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OSBotify commented Jan 9, 2026

🚀 Deployed to production by https://github.com/arosiclair in version: 9.2.96-6 🚀

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

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OSBotify commented Jan 9, 2026

🚀 Deployed to production by https://github.com/arosiclair in version: 9.2.96-6 🚀

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

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OSBotify commented Jan 9, 2026

🚀 Deployed to production by https://github.com/arosiclair in version: 9.2.96-6 🚀

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

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7 participants