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Refactor handling of MARKED_REIMBURSED actions from OD into ND#72033

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lakchote merged 7 commits into
Expensify:mainfrom
mukhrr:fix/marked-as-reimbursed
Oct 13, 2025
Merged

Refactor handling of MARKED_REIMBURSED actions from OD into ND#72033
lakchote merged 7 commits into
Expensify:mainfrom
mukhrr:fix/marked-as-reimbursed

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@mukhrr

@mukhrr mukhrr commented Oct 7, 2025

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Explanation of Change

Fixed Issues

$ #69929
$ #71403
$ #71411
$ #71954
$ #71947
PROPOSAL: #69929 (comment)

Tests

The same as QA.

  • Verify that no errors appear in the JS console

Offline tests

QA Steps

Preconditions: A collect workspace exists between an Admin using OldDot and a Member using NewDot.

Member - NewDot:

  1. Navigate to the workspace chat
  2. Submit an expense (can be manual)

Admin - OldDot:
4. Navigate to the "Processing" report from the Collect workspace
5. Click the "Approve" button
6. Reimburse the report using the "I'll do it manually - just mark it as reimbursed" option from the dropdown arrow next to the Reimburse button

#69929
Member - NewDot:
7. Navigate to the paid report
8. Verify there is "Marked as paid" message below

#71954
9. Verify you see "marked as paid" as last message in LHS

#71411
11. Open context menu on top of "Marked as paid" message
12. Click copy to clipboard and paste it into input
13. Verify that message is pasted
14. Click Reply in thread option
15. Verify header in thread is not loading infinitily, instead shows "marked as paid" message

#71403

  1. Submit two expenses to workspace chat in ND
  2. Open the expense report.
  3. Click Submit, Approve and Mark as paid.
  4. Go back to workspace chat.
  5. Reopen the expense report.
  6. Verify there is no empty message in chat

#71947
Precondition:

  • Disable Delayed submissions and Add approvals in Workflows settings.
  1. Go to workspace chat.
  2. Create an expense in workspace chat.
  3. Open the expense report.
  4. Click Pay > Mark as paid.
  5. Refresh the report.
  6. Verify you Marked as paid message along with user avatar and name
  • 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: N/A – no non-English text added
    • 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
android_native.mp4
android_mWeb.mp4
Android: mWeb Chrome
android_mWeb.mp4
android_mWeb.mp4
iOS: Native
ios_mweb.mp4
IOS_nativeApp.mp4
iOS: mWeb Safari
ios_mweb.mp4
IOS_mWeb.mp4
MacOS: Chrome / Safari
Web.mp4
web_chrome.mp4
MacOS: Desktop
desktop.mp4
desktop.mp4

…ibility and consistency across reports. Updated related functions to return appropriate translations and ensure correct display in report actions.
@mukhrr mukhrr requested a review from a team as a code owner October 7, 2025 20:07
@melvin-bot melvin-bot Bot requested a review from jjcoffee October 7, 2025 20:08
@melvin-bot

melvin-bot Bot commented Oct 7, 2025

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@jjcoffee 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 October 7, 2025 20:08
@codecov

codecov Bot commented Oct 7, 2025

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Codecov Report

❌ Patch coverage is 52.63158% with 9 lines in your changes missing coverage. Please review.

Files with missing lines Patch % Lines
src/libs/ReportActionsUtils.ts 66.66% 4 Missing ⚠️
...ges/home/report/ContextMenu/ContextMenuActions.tsx 0.00% 2 Missing ⚠️
src/libs/OptionsListUtils/index.ts 50.00% 1 Missing ⚠️
src/libs/ReportUtils.ts 50.00% 1 Missing ⚠️
src/pages/home/report/PureReportActionItem.tsx 0.00% 1 Missing ⚠️
Additional details and impacted files
@@            Coverage Diff             @@
##             main   #72033      +/-   ##
==========================================
- Coverage   35.13%   35.05%   -0.09%     
==========================================
  Files        3307     3320      +13     
  Lines      108351   108855     +504     
  Branches    34619    34778     +159     
==========================================
+ Hits        38069    38158      +89     
- Misses      70096    70514     +418     
+ Partials      186      183       -3     
Files with missing lines Coverage Δ
src/libs/OptionsListUtils/index.ts 70.77% <50.00%> (-0.04%) ⬇️
src/libs/ReportUtils.ts 73.77% <50.00%> (-0.09%) ⬇️
src/pages/home/report/PureReportActionItem.tsx 51.40% <0.00%> (-0.44%) ⬇️
...ges/home/report/ContextMenu/ContextMenuActions.tsx 0.92% <0.00%> (-0.01%) ⬇️
src/libs/ReportActionsUtils.ts 51.40% <66.66%> (-0.23%) ⬇️

... and 173 files with indirect coverage changes

📢 Thoughts on this report? Let us know!

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  • ❄️ Test Analytics: Detect flaky tests, report on failures, and find test suite problems.
  • 📦 JS Bundle Analysis: Save yourself from yourself by tracking and limiting bundle sizes in JS merges.

mukhrr added 3 commits October 9, 2025 10:18
…ct message display. Updated conditions to check for simultaneous IOU and MARKED_REIMBURSED actions, improving clarity in report action messages.
…tions for IOU and MARKED_REIMBURSED actions. This update ensures accurate message rendering based on the presence of both action types, improving clarity in user notifications.
@mukhrr

mukhrr commented Oct 9, 2025

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@jjcoffee PR is ready!

@jjcoffee

jjcoffee commented Oct 9, 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
    • 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
android-app-2025-10-09_11.45.46.mp4
Android: mWeb Chrome
android-chrome-2025-10-09_11.46.48.mp4
iOS: HybridApp
ios-app-2025-10-09_11.39.18.mp4
iOS: mWeb Safari
ios-safari-2025-10-09_11.41.36.mp4
MacOS: Chrome / Safari
desktop-chrome-2025-10-10_10.11.47.mp4
MacOS: Desktop
desktop-app-2025-10-09_11.48.55.mp4

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mukhrr added 2 commits October 9, 2025 23:38
…network status and display properties, enhancing the overall clarity of report action processing.
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mukhrr commented Oct 10, 2025

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@jjcoffee can you, pls, re-check?! It's ready

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LGTM!

@melvin-bot melvin-bot Bot requested a review from lakchote October 10, 2025 08:16
@lakchote lakchote merged commit e5f9bdd into Expensify:main Oct 13, 2025
21 checks passed
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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 staging by https://github.com/lakchote in version: 9.2.30-0 🚀

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

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🚀 Deployed to production by https://github.com/mountiny in version: 9.2.30-6 🚀

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

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4 participants