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Select attendee options when merging two expenses#70478

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youssef-lr merged 22 commits into
Expensify:mainfrom
hoangzinh:68447-attendees-option-when-merging-two-expenses
Oct 2, 2025
Merged

Select attendee options when merging two expenses#70478
youssef-lr merged 22 commits into
Expensify:mainfrom
hoangzinh:68447-attendees-option-when-merging-two-expenses

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@hoangzinh

@hoangzinh hoangzinh commented Sep 12, 2025

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Explanation of Change

Fixed Issues

$ #68447
PROPOSAL:

Tests

Same as QA

  • Verify that no errors appear in the JS console

Offline tests

Same as QA

QA Steps

// TODO: These must be filled out, or the issue title must include "[No QA]."

Precondition:

  • Enable Tracking Attendees in a Workspace
  1. Sign in to ND
  2. Go to a workspace chat
  3. Submit 2 expenses with different attendees
  4. Go to one expense
  5. Tap Merge button
  6. Select another expense
  7. Verify it displays the Attendees option to select when merging
  8. Tap on "Continue"
  9. Verify that App displays preferred attendees in "Confirmation" page
  10. Tap on "Merge expense"
  11. Verify that App merges attendees successfully
  • 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
    • 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 new assets were added or existing ones were modified, I verified that:
    • The assets are optimized and compressed (for SVG files, run npm run compress-svg)
    • The assets load correctly across all supported platforms.
  • 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

Android: Native
Screen.Recording.2025-09-17.at.06.55.59.android.mov
Android: mWeb Chrome
Screen.Recording.2025-09-17.at.06.43.20.android.chrome.mov
iOS: Native
Screen.Recording.2025-09-17.at.07.11.43.mov
iOS: mWeb Safari
Screen.Recording.2025-09-17.at.07.07.41.mov
MacOS: Chrome / Safari
Screen.Recording.2025-09-17.at.06.00.02.web.mov
MacOS: Desktop
Screen.Recording.2025-09-17.at.07.00.16.desktop.mov

@hoangzinh hoangzinh changed the title Select attendees options when merge two expenses Select attendee options when merging two expenses Sep 12, 2025
@hoangzinh hoangzinh marked this pull request as ready for review September 18, 2025 02:02
@hoangzinh hoangzinh requested a review from a team as a code owner September 18, 2025 02:02
@melvin-bot melvin-bot Bot requested review from dominictb and removed request for a team September 18, 2025 02:02
@melvin-bot

melvin-bot Bot commented Sep 18, 2025

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

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🧪🧪 Use the links below to test this adhoc build on Android, iOS, Desktop, and Web. Happy testing! 🧪🧪
Built from App PR #70478.

Android 🤖 iOS 🍎
https://ad-hoc-expensify-cash.s3.amazonaws.com/android/70478/index.html https://ad-hoc-expensify-cash.s3.amazonaws.com/ios/70478/index.html
Android iOS
Desktop 💻 Web 🕸️
https://ad-hoc-expensify-cash.s3.amazonaws.com/desktop/70478/NewExpensify.dmg https://70478.pr-testing.expensify.com
Desktop Web

👀 View the workflow run that generated this build 👀

@garrettmknight

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Just tested and it looks good to me. A few cool points:

  • The $X/user is a nice touch in the confirm step.
Screenshot 2025-09-18 at 5 11 16 PM

When I merged an expense onto a Collect workspace, the attendees were removed from view, but when I moved that same expense onto a Control workspace, they showed back up. I like that we're still maintaining the data.

const isTransactionScanning = isScanning(updatedTransaction ?? transaction);
const hasRoute = hasRouteTransactionUtils(transactionBackup ?? transaction, isDistanceRequest);

const actualAttendees = isFromMergeTransaction && updatedTransaction ? updatedTransaction.comment?.attendees : transactionAttendees;

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Ideally we shouldn't always apply ternary check here for merge-able fields, the MoneyRequestView is supposed to display the only transaction details that it receives. But as we have this cleanup ticket #69564 which will refactor the MoneyRequestView that way, we can temporarily work around like this for now. @hoangzinh Can you confirm?

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Also can't we just simply do a fallback like this?

const actualAttendees = updatedTransaction?.comment?.attendees ?? transactionAttendees;

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But as we have this cleanup ticket #69564 which will refactor the MoneyRequestView that way, we can temporarily work around like this for now.

You're right. Btw, I worry it will break "Duplicate transaction" flow if we're going that way. Do you think it's safe if we go with your approach?

Comment thread src/libs/actions/MergeTransaction.ts Outdated
Comment thread src/libs/TransactionUtils/index.ts Outdated
}

if (field === 'attendees') {
const targetAttendeeLogins = ((targetValue as Attendee[] | undefined)?.map((attendee) => attendee.login ?? attendee.email) ?? []).sort(localeCompare);

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Should this be like this as I see login is an optional filed?

Suggested change
const targetAttendeeLogins = ((targetValue as Attendee[] | undefined)?.map((attendee) => attendee.login ?? attendee.email) ?? []).sort(localeCompare);
const targetAttendeeLogins = ((targetValue as Attendee[] | undefined)?.map((attendee) => attendee.email ?? attendee.login) ?? []).sort(localeCompare);

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I prefer login to support phone number login cases, and I found that we also use login in displaying attendees

return [oldAttendees.map((item) => item.displayName ?? item.login).join(', '), newAttendees.map((item) => item.displayName ?? item.login).join(', ')];

hoangzinh and others added 2 commits September 22, 2025 18:37
Co-authored-by: Dominic <165644294+dominictb@users.noreply.github.com>
@dominictb

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BUG

I think it should say Please select an Attendee or Please select Attendees.

Screenshot 2025-09-24 at 00 36 49

@dominictb

dominictb commented Sep 23, 2025

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BUG Per-person category limit violation is not cleared optimistically after merging~

  1. Go to Categories > Set a per-person category limit (e.g., $5/person)
  2. Create an expense with 1 attendee that violates the above per-person category limit (e.g., total amount $6)
  3. Create an expense with 2 attendees
  4. Merge these above expenses
  5. Select attendees so that it should remove the category limit violation (e.g., select amount $6 with 2 attendees => $3/attendee)
  6. Observe that the category limit violation is not cleared optimistically (only cleared after BE responds)
Screenshot 2025-09-24 at 00 56 09

On main, we don't remove the violation even when the amount is updated (this is also a bug) but good to take a look to see if this one is different.

@hoangzinh

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BUG

I think it should say Please select an Attendee or Please select Attendees.

Screenshot 2025-09-24 at 00 36 49

Hi @garrettmknight @youssef-lr, which option do you guys prefer in this case?

@garrettmknight

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Let's go with Please select Attendees.

@hoangzinh

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@dominictb PR is ready to review again

@dominictb

dominictb commented Sep 28, 2025

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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
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    • 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)
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    • 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
Android: mWeb Chrome
iOS: HybridApp
iOS: mWeb Safari
Screen.Recording.2025-09-28.at.22.55.21-compressed.mov
MacOS: Chrome / Safari
Screen.Recording.2025-09-28.at.22.42.49-compressed.mov
MacOS: Desktop

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:shipit:

@melvin-bot melvin-bot Bot requested a review from youssef-lr September 28, 2025 15:58
youssef-lr
youssef-lr previously approved these changes Sep 29, 2025

@youssef-lr youssef-lr left a comment

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LGTM

@youssef-lr

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@hoangzinh we have conflicts 🙏

@hoangzinh

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@youssef-lr I resolved conflicts

@hoangzinh

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cc @youssef-lr your turn

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LGTM

@OSBotify

OSBotify commented Oct 2, 2025

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🚀 Deployed to staging by https://github.com/youssef-lr in version: 9.2.22-1 🚀

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

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OSBotify commented Oct 3, 2025

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🚀 Deployed to production by https://github.com/Julesssss in version: 9.2.22-6 🚀

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

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5 participants