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Add billing restriction checks to Search submit/approve/pay actions#84107

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inimaga merged 6 commits intomainfrom
claude-addBillingRestrictionToSearchActions
Mar 9, 2026
Merged

Add billing restriction checks to Search submit/approve/pay actions#84107
inimaga merged 6 commits intomainfrom
claude-addBillingRestrictionToSearchActions

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Explanation of Change

When users have an active billing grace period, the Restricted Action page should appear when submitting, approving, or paying reports from the Reports > Expenses (Search) view. However, the Search bulk actions and individual action button handlers were missing the shouldRestrictUserBillableActions check that the normal report view flow (via IOU/index.ts) correctly enforces.

This PR adds shouldRestrictUserBillableActions checks to:

  • handleActionButtonPress in Search.ts — for individual PAY, APPROVE, and SUBMIT action buttons in the Search view
  • handleApproveWithDEWCheck in useSearchBulkActions.ts — for bulk approve
  • onBulkPaySelected in useSearchBulkActions.ts — for bulk pay
  • Submit onSelected in useSearchBulkActions.ts — for bulk submit

When a restricted policy is found, navigation redirects to ROUTES.RESTRICTED_ACTION instead of proceeding with the action.

Fixed Issues

$ #84030
PROPOSAL: #84030 (comment)

Tests

  1. Have separate reports pending submission, approval, and payment
  2. Run Onyx.merge('sharedNVP_private_billingGracePeriodEnd_[replaceWithYourAccountID]', {value: 1}); in console
  3. Go to Reports > Expenses
  4. Click Submit on a report
  5. Verify the Restricted Action page opens instead of submitting the report
  6. Click Approve on a report
  7. Verify the Restricted Action page opens instead of approving the report
  8. Click Pay > Mark as paid on a report
  9. Verify the Restricted Action page opens instead of paying the report
  10. Select multiple reports and use bulk Submit/Approve/Pay
  11. Verify the Restricted Action page opens for bulk actions as well
  • Verify that no errors appear in the JS console

Offline tests

  1. Go offline
  2. Go to Reports > Expenses
  3. Try to Submit/Approve/Pay
  4. Verify the offline modal appears as usual (the billing check only runs when online)

QA Steps

  1. Have separate reports pending submission, approval, and payment
  2. Run Onyx.merge('sharedNVP_private_billingGracePeriodEnd_[replaceWithYourAccountID]', {value: 1}); in console
  3. Go to Reports > Expenses
  4. Click Submit on a report — verify Restricted Action page opens
  5. Click Approve on a report — verify Restricted Action page opens
  6. Click Pay > Mark as paid — verify Restricted Action page opens
  7. Select multiple reports and use bulk Submit — verify Restricted Action page opens
  8. Select multiple reports and use bulk Approve — verify Restricted Action page opens
  9. Select multiple reports and use bulk Pay — verify Restricted Action page opens
  • 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
  • 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)
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    • 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)
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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
      • 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:
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Screenshots/Videos

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

The Search view's submit, approve, and pay actions bypass the
shouldRestrictUserBillableActions check that exists in the normal
report view flow. This adds the missing checks to both the individual
action button handler (handleActionButtonPress) and the bulk action
handlers in useSearchBulkActions (submit, approve, and pay).

Co-authored-by: dukenv0307 <dukenv0307@users.noreply.github.com>
@MelvinBot MelvinBot requested a review from a team March 4, 2026 04:12
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I created this PR from an upstream branch since I don't have push access to your fork.

To take ownership of this branch and be able to push updates, run:

git remote add upstream https://github.com/Expensify/App.git
git fetch upstream claude-addBillingRestrictionToSearchActions
git checkout -b claude-addBillingRestrictionToSearchActions upstream/claude-addBillingRestrictionToSearchActions
git push -u origin claude-addBillingRestrictionToSearchActions

Then you can close this PR and open a new one from your fork.

@dukenv0307
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@MelvinBot We should pass userBillingGraceEndPeriodCollection to shouldRestrictUserBillableActions

…eActions

Instead of relying on the deprecated module-level Onyx connection,
explicitly pass the collection from useOnyx at all call sites.

Co-authored-by: dukenv0307 <dukenv0307@users.noreply.github.com>
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Updated all shouldRestrictUserBillableActions call sites to explicitly pass userBillingGraceEndPeriodCollection instead of relying on the deprecated module-level Onyx connection:

  • useSearchBulkActions.ts — Added useOnyx(ONYXKEYS.COLLECTION.SHARED_NVP_PRIVATE_USER_BILLING_GRACE_PERIOD_END) and passed the collection to all 3 calls (bulk approve, bulk pay, bulk submit)
  • Search.ts — Added userBillingGraceEndPeriodCollection to HandleActionButtonPressParams and passed it in all 3 calls (PAY, APPROVE, SUBMIT action types)
  • ExpenseReportListItem.tsx / ReportListItemHeader.tsx — Added useOnyx for the collection and passed it through to handleActionButtonPress

- Move userBillingGraceEndPeriodCollection useOnyx from HeaderFirstRow
  to ReportListItemHeader where it's actually used
- Add userBillingGraceEndPeriodCollection to dependency arrays in
  handleApproveWithDEWCheck, onBulkPaySelected, and headerButtonsOptions
- Apply Prettier formatting

Co-authored-by: dukenv0307 <dukenv0307@users.noreply.github.com>
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Fixed the failing checks:

ESLint errors (2):

  • ReportListItemHeader.tsx:124userBillingGraceEndPeriodCollection was declared via useOnyx inside HeaderFirstRow but actually used inside ReportListItemHeader. Moved the hook to the correct component.
  • ReportListItemHeader.tsx:255 — Shorthand property userBillingGraceEndPeriodCollection had no value in scope (consequence of the above). Fixed by the same move.

TypeScript error:

  • ReportListItemHeader.tsx(255,13): TS18004 — Same root cause as the ESLint errors above.

ESLint warnings (3):

  • Missing userBillingGraceEndPeriodCollection in dependency arrays for handleApproveWithDEWCheck, onBulkPaySelected, and headerButtonsOptions. Added to all three.

Prettier:

  • Applied formatting to useSearchBulkActions.ts.

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codecov bot commented Mar 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/libs/actions/Search.ts 26.44% <11.11%> (-0.30%) ⬇️
src/hooks/useSearchBulkActions.ts 0.00% <0.00%> (ø)
... and 437 files with indirect coverage changes

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The previously failing checks (Prettier, Changed files ESLint, TypeScript) were fixed in the latest commit (ac156b5) which moved the useOnyx hook to the correct component scope and added missing dependencies. All checks are now passing — no additional changes needed.

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@MelvinBot Mark it as ready for review

@MelvinBot MelvinBot marked this pull request as ready for review March 4, 2026 04:57
@MelvinBot MelvinBot requested a review from a team as a code owner March 4, 2026 04:57
@melvin-bot melvin-bot bot requested review from dukenv0307 and removed request for a team March 4, 2026 04:58
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@dukenv0307 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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Marked this PR as ready for review.

@melvin-bot melvin-bot bot requested review from JmillsExpensify and removed request for a team March 4, 2026 04:58
const selectedPolicyIDList = selectedReports.length
? selectedReports.map((report) => report.policyID)
: Object.values(selectedTransactions).map((transaction) => transaction.policyID);

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❌ CONSISTENCY-3 (docs)

The billing restriction check pattern (map policyIDs -> find restricted -> navigate to RESTRICTED_ACTION) is duplicated three times in this file: once in handleApproveWithDEWCheck, once in onBulkPaySelected, and once in the submit onSelected handler. All three blocks perform the same logic with only minor variations in how they obtain the list of policy IDs.

Extract a shared helper function, for example:

function getRestrictedPolicyID(
    items: Array<{policyID?: string}>,
    billingGracePeriods: OnyxCollection<BillingGraceEndPeriod>,
): string | undefined {
    return items
        .map((item) => item.policyID)
        .find((policyID): policyID is string =>
            !!policyID && shouldRestrictUserBillableActions(policyID, billingGracePeriods),
        );
}

Then replace each duplicated block with:

const restrictedPolicyID = getRestrictedPolicyID(selectedOptions, userBillingGraceEndPeriodCollection);
if (restrictedPolicyID) {
    Navigation.navigate(ROUTES.RESTRICTED_ACTION.getRoute(restrictedPolicyID));
    return;
}

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Fixed — extracted a getRestrictedPolicyID helper function that all 3 call sites now use.

onDelegateAccessRestricted?.();
return;
}
if (snapshotReport.policyID && shouldRestrictUserBillableActions(snapshotReport.policyID, userBillingGraceEndPeriodCollection)) {
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❌ CONSISTENCY-3 (docs)

The same billing restriction check is repeated identically three times inside the switch statement (for PAY, APPROVE, and SUBMIT cases):

if (snapshotReport.policyID && shouldRestrictUserBillableActions(snapshotReport.policyID, userBillingGraceEndPeriodCollection)) {
    Navigation.navigate(ROUTES.RESTRICTED_ACTION.getRoute(snapshotReport.policyID));
    return;
}

Since the check is independent of the action type (it only depends on snapshotReport.policyID), move it before the switch statement so it runs once:

if (snapshotReport.policyID && shouldRestrictUserBillableActions(snapshotReport.policyID, userBillingGraceEndPeriodCollection)) {
    Navigation.navigate(ROUTES.RESTRICTED_ACTION.getRoute(snapshotReport.policyID));
    return;
}

switch (item.action) {
    case CONST.SEARCH.ACTION_TYPES.PAY:
        // ...

Note: If the EXPORT_TO_ACCOUNTING action intentionally should NOT be restricted, guard the check with a condition excluding that action type.


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Fixed — moved the billing restriction check before the switch statement. Guarded it with an action type check so it only applies to PAY, APPROVE, and SUBMIT (not EXPORT_TO_ACCOUNTING or the default).

const {isLargeScreenWidth} = useResponsiveLayout();
const {currentSearchHash, currentSearchKey, currentSearchResults} = useSearchStateContext();
const [isActionLoading] = useOnyx(`${ONYXKEYS.COLLECTION.REPORT_METADATA}${reportItem.reportID}`, {selector: isActionLoadingSelector});
const [userBillingGraceEndPeriodCollection] = useOnyx(ONYXKEYS.COLLECTION.SHARED_NVP_PRIVATE_USER_BILLING_GRACE_PERIOD_END);
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❌ PERF-11 (docs)

This useOnyx(ONYXKEYS.COLLECTION.SHARED_NVP_PRIVATE_USER_BILLING_GRACE_PERIOD_END) subscribes to an entire Onyx collection in a list item component that renders for every row in search results. Each row creates its own subscription to the same data, and any change to the billing grace period collection will cause every row to re-render.

Moreover, this subscription is unnecessary. The data is only passed through to handleActionButtonPress in Search.ts, which is an action file (not a React component). The shouldRestrictUserBillableActions function in SubscriptionUtils.ts already has a module-level Onyx.connect subscription and uses it as a default parameter value (line 508: userBillingGraceEndPeriodCollection: OnyxCollection<BillingGraceEndPeriod> = deprecatedUserBillingGraceEndPeriodCollection). This means Search.ts can call shouldRestrictUserBillableActions(policyID) without the second argument.

Remove this useOnyx call and the userBillingGraceEndPeriodCollection prop from handleActionButtonPress. The function will automatically use its module-level Onyx connection.


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Fixed — removed the per-row useOnyx subscription. handleActionButtonPress in Search.ts now relies on the module-level Onyx.connect default in shouldRestrictUserBillableActions. The explicit passing is still done in useSearchBulkActions.ts (a single-instance hook, not a per-row component).

const theme = useTheme();
const {currentSearchHash, currentSearchKey, currentSearchResults: snapshot} = useSearchStateContext();
const {isLargeScreenWidth, shouldUseNarrowLayout} = useResponsiveLayout();
const [userBillingGraceEndPeriodCollection] = useOnyx(ONYXKEYS.COLLECTION.SHARED_NVP_PRIVATE_USER_BILLING_GRACE_PERIOD_END);
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❌ PERF-11 (docs)

Same issue as in ExpenseReportListItem.tsx: useOnyx(ONYXKEYS.COLLECTION.SHARED_NVP_PRIVATE_USER_BILLING_GRACE_PERIOD_END) subscribes to an entire Onyx collection in a per-row list item component, creating redundant subscriptions.

This subscription is unnecessary because the data is only forwarded to handleActionButtonPress in Search.ts, where shouldRestrictUserBillableActions already has a module-level Onyx.connect default. Remove this useOnyx call and the userBillingGraceEndPeriodCollection parameter from the handleActionButtonPress call.


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Fixed — same as ExpenseReportListItem.tsx, removed the per-row useOnyx subscription.

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@MelvinBot Please check the comments above

- Extract getRestrictedPolicyID helper in useSearchBulkActions.ts to
  eliminate duplicated billing restriction check pattern (CONSISTENCY-3)
- Move billing restriction check before switch in handleActionButtonPress
  to avoid repeating the same check in PAY/APPROVE/SUBMIT (CONSISTENCY-3)
- Remove per-row useOnyx subscriptions for billing grace period
  collection from ExpenseReportListItem and ReportListItemHeader to avoid
  redundant subscriptions in list item components (PERF-11)

Co-authored-by: dukenv0307 <dukenv0307@users.noreply.github.com>
@MelvinBot MelvinBot requested a review from a team as a code owner March 4, 2026 05:59
@melvin-bot melvin-bot bot requested review from inimaga and removed request for a team March 4, 2026 05:59
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@inimaga 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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Addressed all 4 automated review comments:

CONSISTENCY-3 (useSearchBulkActions.ts): Extracted a getRestrictedPolicyID helper function to eliminate the duplicated billing restriction check pattern across the 3 call sites.

CONSISTENCY-3 (Search.ts): Moved the billing restriction check before the switch statement (guarded to only apply to PAY/APPROVE/SUBMIT actions, not EXPORT_TO_ACCOUNTING or default).

PERF-11 (ExpenseReportListItem.tsx + ReportListItemHeader.tsx): Removed the per-row useOnyx subscriptions for the billing grace period collection. handleActionButtonPress now uses the module-level Onyx.connect default in shouldRestrictUserBillableActions. The explicit passing via useOnyx is retained only in useSearchBulkActions.ts (a single-instance hook).

Co-authored-by: dukenv0307 <dukenv0307@users.noreply.github.com>
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Fixed the failing Prettier check. The getRestrictedPolicyID function in src/hooks/useSearchBulkActions.ts had a multi-line method chain that Prettier expects on a single line. Applied the formatting fix and pushed.

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I ran out of time before I could finish helping you. This usually means the task was too complex or I got stuck exploring. Please try again with a more specific request or post in the #melvinbot-ai.

Run details: https://github.com/Expensify/Expensify/actions/runs/22657222030

JmillsExpensify
JmillsExpensify previously approved these changes Mar 4, 2026
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Great add. I agree we need to lock this down.

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Reviewer Checklist

  • I have verified the author checklist is complete (all boxes are checked off).
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    • I verified the steps for local testing are in the Tests section
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    • 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.
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    • Android: HybridApp
    • Android: mWeb Chrome
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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 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).
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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
    • 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
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    • A similar style doesn't already exist
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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.
  • 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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Screenshots/Videos

Android: HybridApp
Screen.Recording.2026-03-04.at.22.34.58.mov
Android: mWeb Chrome
Screen.Recording.2026-03-04.at.22.25.57.mov
iOS: HybridApp
Screen.Recording.2026-03-04.at.21.36.43.mov
iOS: mWeb Safari
Screen.Recording.2026-03-04.at.22.35.24.mov
MacOS: Chrome / Safari
Screen.Recording.2026-03-04.at.22.21.00.mov

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@dukenv0307 dukenv0307 left a comment

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LGTM

@dukenv0307
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@inimaga all yours!

@dukenv0307
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@inimaga can you please review this PR? Thanks

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inimaga commented Mar 9, 2026

@codex review

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Codex Review: Something went wrong. Try again later by commenting “@codex review”.

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… Search actions

Aligns the check ordering in handleActionButtonPress with MoneyReportHeader.tsx
so delegate access is handled before the billing restriction redirect for PAY
and APPROVE actions.

Co-authored-by: dukenv0307 <dukenv0307@users.noreply.github.com>
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The failing test (job 7) check is not related to the PR changes — it's a transient CI infrastructure failure.

The test runner failed to download required GitHub Actions due to network errors before the tests could even start:

##[warning]Failed to download action '.../actions/github-script/...' Error: Error while copying content to a stream.
##[error]Error while copying content to a stream.

No code fix is needed. Please re-run the failed job to resolve this.

@inimaga inimaga merged commit b77e45d into main Mar 9, 2026
41 of 42 checks passed
@inimaga inimaga deleted the claude-addBillingRestrictionToSearchActions branch March 9, 2026 17:42
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OSBotify commented Mar 9, 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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github-actions bot commented Mar 9, 2026

🚧 @inimaga has triggered a test Expensify/App build. You can view the workflow run here.

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OSBotify commented Mar 9, 2026

🚀 Deployed to staging by https://github.com/inimaga in version: 9.3.34-0 🚀

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

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🚀 Deployed to production by https://github.com/luacmartins in version: 9.3.34-2 🚀

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

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5 participants