[NoQA] Feature: Travel Invoicing - Release 2.5: Export Travel Invoice Statement (CSV/PDF)

[ikevin127]

Explanation of Change

UX Flow

• On the Travel Invoicing section’s header or within the summary card, we show an “Export” control:
  • Either a button or a kebab/overflow icon (matching the card statement export pattern).
• Tapping it opens a small action sheet / popover with:
  • “Download CSV”
  • “Download PDF”
• After selection:
  • We call the Travel Invoicing statement action.
  • Once the file URL is returned, we trigger a download using the existing statement download helper used by Expensify Card.

Data & Onyx
We pass the following parameters to the getTravelInvoiceStatement() method:

• policyID
• Statement period (if applicable; could default to “current cycle”)
• Format: 'csv' | 'pdf'

Actions
In src/libs/actions/TravelInvoicing.ts:

• getTravelInvoiceStatement({policyID, period, format}):
  • Wraps GetTravelInvoicingPayments.
  • On success, passes the returned URL/Blob to the existing card statement download helper.
  • On error, shows a localized toast.

Components & reuse
Reuse the same export UX pattern as Expensify Card’s statement export:

• Reusing existing “Download CSV/PDF” menu and file‑download helper, but wired to this new action.

Testing
Component tests:

• Tapping “Download CSV” / “Download PDF” calls getTravelInvoiceStatement with the correct format.

Figma design:

• https://www.figma.com/design/uCRkWRpqws5VXRJ9x2QxHp/Travel-Invoicing?node-id=106-7218&t=SOBqK1pxJn3i5ius-0
• https://www.figma.com/design/uCRkWRpqws5VXRJ9x2QxHp/Travel-Invoicing?node-id=181-18973&t=SOBqK1pxJn3i5ius-0

Fixed Issues

$ #78677
PROPOSAL:

Tests

Preconditions:

• Must be on an account that has Travel Invoicing beta enabled and Travel configured.

1. Navigate to Workspace > Travel.
2. Press on the Export button.
3. Verify that a date modifier RHP page opens with This month selected by default.
4. Once your dates are selected, press either Export as PDF / Export as CVS and verify that the export file is downloaded and contains either valid data if the account has any transaction statements or is empty otherwise.

Note: To actually get valid data, must be on Ben's ngrok, details here in Slack 🧵.

• Verify that no errors appear in the JS console

Offline tests

N/A - D - Full Page Blocking - Requires fresh server data

QA Steps

Same as tests.

• 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)
• 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: https://expensify.slack.com/archives/C01GTK53T8Q/p1770925868119289, https://expensify.slack.com/archives/C01GTK53T8Q/p1772144477888059
  • 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.
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• 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: HybridApp

android-empty.mp4

Android: mWeb Chrome

android-mweb.mp4

iOS: HybridApp

native.mp4

iOS: mWeb Safari

ios-mweb.MP4

MacOS: Chrome / Safari

web.mov

OFFLINE:

[melvin-bot]

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.

If you want to automatically generate translations for other locales, an Expensify employee will have to:

1. Look at the code and make sure there are no malicious changes.
2. Run the Generate static translations GitHub workflow. If you have write access and the K2 extension, you can simply click: [this button]

Alternatively, if you are an external contributor, you can run the translation script locally with your own OpenAI API key. To learn more, try running:

npx ts-node ./scripts/generateTranslations.ts --help

Typically, you'd want to translate only what you changed by running npx ts-node ./scripts/generateTranslations.ts --compare-ref main

[melvin-bot]

@parasharrajat 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]

@blimpich 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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[codecov]

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/CONST/index.ts	94.30% <ø> (ø)
src/ONYXKEYS.ts	100.00% <ø> (ø)
src/SCREENS.ts	100.00% <ø> (ø)
src/libs/API/types.ts	100.00% <ø> (ø)
...gation/linkingConfig/RELATIONS/WORKSPACE_TO_RHP.ts	100.00% <ø> (ø)
src/libs/Navigation/linkingConfig/config.ts	75.00% <ø> (ø)
src/libs/SearchUIUtils.ts	69.18% <ø> (ø)
...gation/AppNavigator/ModalStackNavigators/index.tsx	7.34% <0.00%> (-0.02%)	⬇️
src/libs/localFileDownload/index.ios.ts	16.66% <33.33%> (+16.66%)	⬆️
src/ROUTES.ts	15.23% <0.00%> (-0.11%)	⬇️
... and 13 more
... and 110 files with indirect coverage changes

[blimpich]

Responded with patch here: https://expensify.slack.com/archives/C05S5EV2JTX/p1772673841317899?thread_ts=1771959622.588069&cid=C05S5EV2JTX

[ikevin127]

✅ Applied the patch, still wasn't able to download as the ngrok was probably offline for the provided accounts:

• ti@test26.com (account with existing travel invoicing statement transactions)
• ti@test27.com (account without transactions - for the empty case)

Will try again tomorrow within the working hours.

---

❌ ESLint not related to this PRs changes.

[blimpich]

Empty case seems to work on ti@test27.com.

Non-empty case is weird. User is ti@test26.com on my local. PDF export works but:

• toggle isn't on, maybe merge main will fix it?
• csv export shows nothing, maybe caching issue? Lets maybe not cache if we are right now?

apple.mov

orange.mov

@ikevin127 @parasharrajat Are you able to reproduce these issues using my ngrok?

[ikevin127]

✅ Completed tests on all platforms / updated PR Author Checklist. Testing should work now on both Ben's ngrok (will get actual results) and without ngrok (as long as you have a private domain account with BA added and Travel Invoicing beta / feature enabled - the exports will be empty).

@parasharrajat 🟢 Ready for final review

[blimpich]

Tested and works well. Nice job! @parasharrajat @rlinoz I defer to you.

[parasharrajat]

Checking again.

[parasharrajat]

Screenshots

🔲 iOS / native

06.03.2026_18.22.28_REC.mp4

🔲 iOS / Safari

06.03.2026_18.23.49_REC.mp4

🔲 MacOS / Chrome

03.03.2026_14.02.12_REC.mp4

🔲 Android / native

06.03.2026_18.34.11_REC.mp4

[parasharrajat]

BUG: Noticed that there is no header on the export page while we are offline. No way for the user to close this page.

[parasharrajat]

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 tests pass on all platforms & I tested again on:
  • Android: Native
  • Android: mWeb Chrome
  • iOS: Native
  • 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 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 the left part of a conditional rendering a React component is a boolean and NOT a string, e.g. myBool && <MyComponent />.
  • 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 approved by marketing by adding the Waiting for Copy label for a copy review on the original GH to get the correct copy.
  • 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.js 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
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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:
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• 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 form input styles:
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  • I added Design label 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.
• 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.

🎀 👀 🎀 C+ reviewed

[parasharrajat]

Waiting on this #82306 (comment) before I can approve but rest looks good to me.

[ikevin127]

BUG: Noticed that there is no header on the export page while we are offline. No way for the user to close this page.

@parasharrajat ✅ Fixed in latest commit

[parasharrajat]

Lovely.

[parasharrajat]

All set @blimpich @rlinoz

[OSBotify]

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