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Add bulk export to accounting integration#81421

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arosiclair merged 41 commits intoExpensify:mainfrom
huult:79515-add-bulk-export-accounting-integrations
Feb 25, 2026
Merged

Add bulk export to accounting integration#81421
arosiclair merged 41 commits intoExpensify:mainfrom
huult:79515-add-bulk-export-accounting-integrations

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@huult huult commented Feb 4, 2026

Explanation of Change

Fixed Issues

Part of #79515
PROPOSAL: #79515 (comment)

Tests

Same QA step

  • Verify that no errors appear in the JS console

Offline tests

QA Steps

Precondition: The workspace is connected to an accounting integration (for example, QuickBooks Online).

  1. Open the Expensify app.
  2. Navigate to the workspace connected to the accounting integration.
  3. Create two reports and approve both.
  4. Go to the Reports page.
  5. Bulk-select the two reports.
  6. Click Export.
  7. Verify the following options are visible:
  8. QuickBooks Online
  9. Mark as exported
  10. Click QuickBooks Online.
  11. After the export completes, open one of the exported reports.
  12. Verify the message:
    “Exported to QuickBooks Online and successfully created a record for out-of-pocket expenses.”
  13. Go back to the Reports page.
  14. Click QuickBooks Online again.
  15. Verify that a modal appears stating the reports have already been exported to QuickBooks Online.
  16. Click Mark as exported.
  17. Verify that a modal appears stating the reports have already been exported to QuickBooks Online.
  18. Open one of the exported reports.
  19. Verify the message:
    If exported via QuickBooks Online:
    “Exported to QuickBooks Online and successfully created a record for out-of-pocket expenses.”
    If marked via Mark as exported:
    “Marked this report as manually exported to QuickBooks Online.”
  • 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)
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  • 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
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    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
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Screenshots/Videos

Android: Native
Screen.Recording.2026-02-18.at.15.07.19.mov
Android: mWeb Chrome
Screen.Recording.2026-02-18.at.15.08.52.mov
iOS: Native
Screen.Recording.2026-02-18.at.14.53.45.mov
iOS: mWeb Safari
Screen.Recording.2026-02-18.at.15.03.47.mov
MacOS: Chrome / Safari
Screen.Recording.2026-02-18.at.15.09.55.mov

@huult huult requested review from a team as code owners February 4, 2026 16:44
@melvin-bot melvin-bot bot requested a review from ahmedGaber93 February 4, 2026 16:45
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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.

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@ahmedGaber93 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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const successActions: Record<string, OptimisticExportIntegrationAction> = {};
const optimisticReportActions: Record<string, string> = {};

for (const reportID of reportIDs) {
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❌ PERF-13 (docs)

The function buildOptimisticExportIntegrationAction(connectionName) is called inside the for loop but does not use the iterator variable reportID. This results in redundant computation - the function produces the same result for each iteration based only on connectionName, which is constant throughout the loop.

Hoist the function call outside the loop to eliminate O(n) redundant computations:

function exportMultipleReportsToIntegration(hash: number, reportIDs: string[], connectionName: ConnectionName, currentSearchKey?: SearchKey) {
    if (!reportIDs.length) {
        return;
    }

    const baseOptimisticAction = buildOptimisticExportIntegrationAction(connectionName);
    
    const optimisticActions: Record<string, OptimisticExportIntegrationAction> = {};
    const successActions: Record<string, OptimisticExportIntegrationAction> = {};
    const optimisticReportActions: Record<string, string> = {};

    for (const reportID of reportIDs) {
        const optimisticAction = {...baseOptimisticAction, reportActionID: baseOptimisticAction.reportActionID + reportID}; // Ensure unique IDs
        const successAction: OptimisticExportIntegrationAction = {...optimisticAction, pendingAction: null};
        const optimisticReportActionID = optimisticAction.reportActionID;

        optimisticActions[reportID] = optimisticAction;
        successActions[reportID] = successAction;
        optimisticReportActions[reportID] = optimisticReportActionID;
    }
    // ... rest of function
}

Note: If buildOptimisticExportIntegrationAction generates unique IDs internally, you may need to adjust the implementation to ensure uniqueness while avoiding redundant computation.


Please rate this suggestion with 👍 or 👎 to help us improve! Reactions are used to monitor reviewer efficiency.

return reportExportOptions.includes(CONST.REPORT.EXPORT_OPTIONS.EXPORT_TO_INTEGRATION);
};

// Check if all selected reports can be exported using existing logic
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❌ PERF-2 (docs)

The expensive operation selectedReports.every(canReportBeExported) runs before checking the simple condition connectedIntegration. The canReportBeExported function calls multiple expensive operations (getReportOrDraftReport, getSecondaryExportReportActions) for each report.

Since connectedIntegration is already computed earlier in the function, we can check it BEFORE running the expensive .every() operation. If connectedIntegration is falsy, the result of canExportAllReports won't be used anyway (see the if (canExportAllReports && connectedIntegration) check below).

Move the connectedIntegration check earlier to avoid unnecessary computation:

// Check if all selected reports can be exported using existing logic
const canExportAllReports = connectedIntegration && isReportsTab && selectedReportIDs.length > 0 && includeReportLevelExport && selectedReports.every(canReportBeExported);

This way, if there's no connected integration, the expensive .every() operation is skipped entirely.


Please rate this suggestion with 👍 or 👎 to help us improve! Reactions are used to monitor reviewer efficiency.

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Reviewed commit: f84ffac689

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Comment on lines +696 to +699
onSelected: () => {
// Show accounting integration confirmation modal
setAccountingExportModalVisible(true);
exportMultipleReportsToIntegration(hash, selectedReportIDs, connectedIntegration);

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P2 Badge Pass currentSearchKey to update export search results

When users bulk-export from the Export suggested search, exportMultipleReportsToIntegration only removes exported reports from the snapshot if currentSearchKey === EXPORT (see src/libs/actions/Search.ts around the currentSearchKey check). This call doesn’t pass a search key, so in the Export search view the items will stay visible after a successful export and can be re‑exported unintentionally. Consider passing the current search key (or otherwise updating the snapshot) so the UI reflects the successful export.

Useful? React with 👍 / 👎.

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codecov bot commented Feb 4, 2026

Codecov Report

❌ Looks like you've decreased code coverage for some files. Please write tests to increase, or at least maintain, the existing level of code coverage. See our documentation here for how to interpret this table.

Files with missing lines Coverage Δ
src/pages/inbox/report/ReportDetailsExportPage.tsx 0.00% <ø> (ø)
...onents/ReportActionItem/ExportWithDropdownMenu.tsx 0.00% <0.00%> (ø)
src/components/MoneyReportHeader.tsx 0.00% <0.00%> (ø)
src/libs/actions/Report/index.ts 63.24% <0.00%> (+35.36%) ⬆️
src/libs/actions/Search.ts 22.86% <0.00%> (+3.21%) ⬆️
src/pages/Search/SearchPage.tsx 21.88% <0.00%> (-1.91%) ⬇️
... and 163 files with indirect coverage changes

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Good from product

@trjExpensify
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Why isn't there a violation error message showing here after your vid showed it failed?

image

Also, this is about facilitating bulk export to accounting. Please include in your tests actually bulk exporting reports!

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huult commented Feb 6, 2026

Screen.Recording.2026-02-06.at.08.32.23.mov

@trjExpensify Do we keep the same behavior as the old Dot? I mean, we show a processing modal during export, and if the export fails, we show an alert modal, like in the old Dot.

Screen.Recording.2026-02-06.at.08.39.53.mov

By the way, when we mark it as exported, do we show a success toast like in the old Dot?

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huult commented Feb 6, 2026

@trjExpensify If we’re going to follow the same behavior as the old Dot, could you please add the design flow so I can follow it and update accordingly?

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ahmedGaber93 commented Feb 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)
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  • I included screenshots or videos for tests on all platforms
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    • Android: HybridApp
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  • 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
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    • 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
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    • 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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Screenshots/Videos

Android: HybridApp
a.mp4
Android: mWeb Chrome
aw.mp4
iOS: HybridApp
i.mp4
iOS: mWeb Safari
iw.mp4
MacOS: Chrome / Safari
w.mp4

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Bug: “Already exported” confirmation alert does not appear when trying to export an already exported report.

Bug: Console warning appears after exporting: [Onyx] Warning: Trying to apply "mergeCollection" with non-array type to array type in the key "reportNameValuePairs_3045820139369074"

Bug: Selected items are not unselected after the export action is completed.

Video for the 3 bugs above
20260207212708284.mp4

Bug: Export to integration action is not shown for paid reports until the report is opened and loaded.

Steps

  • Go to Troubleshoot
  • Clear cache and restart
  • Go to Reports
  • Try to export a paid report
Video
20260207213409019.mp4

@trjExpensify
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I'm not sure I'm following those comments, @huult. We talked about that topic in the parent issue from here if you recall. That said, @Expensify/design, @puneetlath, @JmillsExpensify, given our recent discussion on the CSV export alert modal, do we want to revisit this direction?

UI wise, I think it would boil down to:

  • When online:
    • Show an in progress alert modal dialogue when we action the export that can't be dismissed
    • When completed successfully... update it with a success message.
    • When completed and some reports failed to export... update it with a failure message highlighting which ones.
  • When offline either:
    • Don't allow the action at all.
    • Or just do what we do today for individual accounting export with the optimistic "started exporting to QuickBooks Online..." pending action and rely on RBRs in failed reports when you get back online if any fail.

Also, this is about facilitating bulk export to accounting. Please include in your tests actually bulk exporting reports!

For clarity though... what I meant by this comment above in the PR @huult was simply that this issue was created to facilitate bulk export to accounting. In your tests and evidence, please show bulk exporting reports to validate it works, not just exporting one report at a time.

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huult commented Feb 24, 2026

@arosiclair done

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Thanks this LGTM. @ahmedGaber93 can you retest? We changed things a bit since you last tested.

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Works as expected.

@melvin-bot melvin-bot bot requested a review from arosiclair February 24, 2026 20:59
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@huult Could you please resolve the merge conflicts?

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huult commented Feb 25, 2026

@ahmedGaber93 Done!

@arosiclair arosiclair merged commit 63be369 into Expensify:main Feb 25, 2026
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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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🚧 @arosiclair has triggered a test Expensify/App build. You can view the workflow run here.

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🚀 Deployed to staging by https://github.com/arosiclair in version: 9.3.26-0 🚀

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

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Deploy Blocker #83468 was identified to be related to this PR.

huult pushed a commit to huult/App that referenced this pull request Feb 26, 2026
…ccounting-integrations

Add bulk export to accounting integration
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🚀 Deployed to production by https://github.com/puneetlath in version: 9.3.26-8 🚀

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

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🚀 Deployed to staging by https://github.com/arosiclair in version: 9.3.37-0 🚀

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

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🚀 Deployed to production by https://github.com/cristipaval in version: 9.3.37-10 🚀

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

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7 participants