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Update IOU action when moving reports #61221

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Merged
merged 9 commits into from
May 15, 2025
Merged

Update IOU action when moving reports #61221

merged 9 commits into from
May 15, 2025

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luacmartins
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@luacmartins luacmartins commented Apr 30, 2025

Explanation of Change

We weren't correctly updating the IOU action when moving reports so it left a "ghost" message behind. This PR fixes that by following the same logic we have here

Fixed Issues

$ #60251

Tests

  1. Create a workspace.
  2. Enable Delayed submissions in Workflows if it is not enabled by default.
  3. Go to workspace chat.
  4. Go offline.
  5. Submit an expense.
  6. Click Submit on the expense preview.
  7. Submit another expense.
  8. Click on the expense preview of the first expense in Step 6.
  9. Click Report.
  10. Select another report.
  11. Verify that there's no ghost message left in the thread
  • Verify that no errors appear in the JS console

Offline tests

N/A

QA Steps

Same as test

  • 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 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

Screen.Recording.2025-05-01.at.4.41.47.PM.mov
Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari
MacOS: Desktop

@luacmartins luacmartins self-assigned this Apr 30, 2025
@luacmartins luacmartins changed the title Remove moved action Update IOU action when moving reports May 1, 2025
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MelvinBot commented May 1, 2025

🎉 Snyk checks have passed. No issues have been found so far.

security/snyk check is complete. No issues have been found. (View Details)

license/snyk check is complete. No issues have been found. (View Details)

@luacmartins luacmartins marked this pull request as ready for review May 1, 2025 15:00
@luacmartins luacmartins requested a review from a team as a code owner May 1, 2025 15:00
@melvin-bot melvin-bot bot requested a review from eVoloshchak May 1, 2025 15:00
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melvin-bot bot commented May 1, 2025

@eVoloshchak 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]

@melvin-bot melvin-bot bot removed the request for review from a team May 1, 2025 15:00
@luacmartins luacmartins requested review from rayane-d and removed request for eVoloshchak May 1, 2025 15:00
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rayane-d commented May 2, 2025

@luacmartins I’ve noticed a few issues:

  • The selected report on the Change Report page doesn’t match the report shown in the “Report” field row—the currently selected one isn’t displayed and the other report is marked as selected.

  • When we select that report, the transaction is moved, but the now-empty report still shows the "User submitted this report" action message.

  • There’s also an empty message row in the workspace chat that corresponds to the empty report preview.

Screen.Recording.2025-05-02.at.5.35.21.PM.mov

@luacmartins
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Nice catch @rayane-d. I can also reproduce that on main, so I don't think that's a blocker for this PR. That also seems to be the case on the 1st report, if I select the 2nd report the shown/selected report in the RHP is the correct one. I'll work on a fix for this issue in a separate PR.

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cc @waterim in case you have any thoughts on this comment. I think the issue is that we have this logic, but we should always allow users to change the report if the report is in Open or Submitted state, regardless of policy setting.

@luacmartins luacmartins mentioned this pull request May 6, 2025
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@luacmartins
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@rayane-d let's continue reviewing this PR. I have another PR to fix this issue - #61465

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There are some failing checks

@luacmartins luacmartins requested a review from rayane-d May 13, 2025 16:53
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@rayane-d fixed!

@luacmartins luacmartins requested a review from ishpaul777 May 14, 2025 18:47
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ishpaul777 commented May 14, 2025

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)
  • 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
  • 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 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.
  • For any bug fix or new feature in this PR, I verified that sufficient unit tests are included to prevent regressions in this 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.
  • I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: HybridApp
Screen.Recording.2025-05-15.at.3.23.04.AM.mov
Android: mWeb Chrome
Screen.Recording.2025-05-15.at.1.38.41.AM.mov
iOS: HybridApp
Screen.Recording.2025-05-15.at.1.29.06.AM.mov
iOS: mWeb Safari
Screen.Recording.2025-05-15.at.1.21.28.AM.mov
MacOS: Chrome / Safari
Screen.Recording.2025-05-15.at.1.13.08.AM.mov
MacOS: Desktop
Untitled.2.mov

@melvin-bot melvin-bot bot requested a review from amyevans May 14, 2025 20:22
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melvin-bot bot commented May 14, 2025

@amyevans 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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@ishpaul777 looks like the PR Reviewer Checklist check is failing because the checklist is duplicated?

@rayane-d will you be reviewing as well?

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ishpaul777 commented May 14, 2025

oops! i fixed it 😝, i think 1 c+ review is enough, Rayane might be away so @luacmartins asked for new c+ on slack

@Expensify Expensify deleted a comment from rayane-d May 14, 2025
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Fixed the failing check. We can proceed with @ishpaul777's review only

@amyevans amyevans merged commit 361904c into main May 15, 2025
22 checks passed
@amyevans amyevans deleted the cmartins-fixGhostAction branch May 15, 2025 13:11
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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 production by https://github.com/mountiny in version: 9.1.46-12 🚀

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

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6 participants