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Rename "Export current view" option and standardize export filenames - #94083

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Valforte merged 21 commits into
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rodrigo-export-current-view-94056
Jun 29, 2026
Merged

Rename "Export current view" option and standardize export filenames#94083
Valforte merged 21 commits into
mainfrom
rodrigo-export-current-view-94056

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@rlinoz

@rlinoz rlinoz commented Jun 19, 2026

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Explanation of Change

Two changes from the linked issue:

  1. Renames the export menu option "Export current view" → "Current view". The user already clicks an Export button to open this menu, so the leading "Export" was redundant.
  2. Standardizes export filenames. All NewDot Search CSV exports now produce a consistent expensify_<exportName>_<uniqueID>.csv name, where <exportName> is the UI label (e.g. "Current view", "Basic export"). The date/time suffix is dropped (the OS already records download time); a unique id prevents collisions.

Companion PR: https://github.com/Expensify/Web-Expensify/pull/53872

Fixed Issues

$ #94056
PROPOSAL:

Tests

  1. Open Search and confirm the export menu option reads Current view (not "Export current view").
  2. Select a few expenses and export via Basic export; verify the downloaded file is named expensify_easic_export_<id>.csv with no date/time in the name.
  3. Select a few expenses and export via Current view; verify the file is named expensify_current_view_<id>.csv.
  4. Select all matching items and export; verify the async/Concierge-delivered file uses the same expensify_<name>_<id>.csv pattern.
  5. Export via All Data - expense level; verify the file is named expensify_all_data_-_expense_level_export_<id>.csv.
  6. Download a receipt/attachment and verify it still includes a timestamp in its filename (regression check that the appendTimestamp default is unchanged).
  7. Verify that no errors appear in the JS console.
  • Verify that no errors appear in the JS console

Offline tests

  1. Go offline and trigger an export; verify the offline modal appears and no malformed download occurs.

QA Steps

Same as the Tests section above, run on the staging environment.

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

@OSBotify

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🦜 Polyglot Parrot! 🦜

Squawk! Looks like you added some shiny new English strings. Allow me to parrot them back to you in other tongues:

View the translation diff
diff --git a/src/languages/de.ts b/src/languages/de.ts
index f034b867164..16bb024f7f2 100644
--- a/src/languages/de.ts
+++ b/src/languages/de.ts
@@ -9666,7 +9666,7 @@ Hier ist ein *Testbeleg*, um dir zu zeigen, wie es funktioniert:`,
         expenseLevelExport: 'Alle Daten – Ausgabenebene',
         exportInProgress: 'Export wird ausgeführt',
         conciergeWillSend: 'Concierge wird dir die Datei in Kürze senden.',
-        currentView: 'Aktuelle Ansicht exportieren',
+        currentView: 'Aktuelle Ansicht',
     },
     exportDownload: {
         preparingTitle: 'Preparing download...',
diff --git a/src/languages/fr.ts b/src/languages/fr.ts
index 2f27bd487c1..36d2362c824 100644
--- a/src/languages/fr.ts
+++ b/src/languages/fr.ts
@@ -9698,7 +9698,7 @@ Voici un *reçu test* pour vous montrer comment ça fonctionne :`,
         expenseLevelExport: 'Toutes les données - niveau dépense',
         exportInProgress: 'Export en cours',
         conciergeWillSend: 'Concierge vous enverra le fichier sous peu.',
-        currentView: 'Exporter la vue actuelle',
+        currentView: 'Vue actuelle',
     },
     exportDownload: {
         preparingTitle: 'Preparing download...',
diff --git a/src/languages/it.ts b/src/languages/it.ts
index 70091ab871d..5deadc5c585 100644
--- a/src/languages/it.ts
+++ b/src/languages/it.ts
@@ -9654,7 +9654,7 @@ Ecco una *ricevuta di prova* per mostrarti come funziona:`,
         expenseLevelExport: 'Tutti i dati - livello spesa',
         exportInProgress: 'Esportazione in corso',
         conciergeWillSend: 'Concierge ti invierà il file a breve.',
-        currentView: 'Esporta vista corrente',
+        currentView: 'Vista corrente',
     },
     exportDownload: {
         preparingTitle: 'Preparing download...',
diff --git a/src/languages/ja.ts b/src/languages/ja.ts
index 63a0996d063..352d036affb 100644
--- a/src/languages/ja.ts
+++ b/src/languages/ja.ts
@@ -9531,7 +9531,7 @@ ${reportName}`,
         expenseLevelExport: 'すべてのデータ - 経費レベル',
         exportInProgress: 'エクスポート処理中',
         conciergeWillSend: 'Conciergeがまもなくファイルを送信します。',
-        currentView: '現在のビューをエクスポート',
+        currentView: '現在のビュー',
     },
     exportDownload: {
         preparingTitle: 'Preparing download...',
diff --git a/src/languages/nl.ts b/src/languages/nl.ts
index 96a213436b3..0d92bf3c6c4 100644
--- a/src/languages/nl.ts
+++ b/src/languages/nl.ts
@@ -9620,7 +9620,7 @@ Hier is een *proefbon* om je te laten zien hoe het werkt:`,
         expenseLevelExport: 'Alle gegevens - uitgaveniveau',
         exportInProgress: 'Export bezig',
         conciergeWillSend: 'Concierge stuurt je het bestand zo meteen.',
-        currentView: 'Huidige weergave exporteren',
+        currentView: 'Huidige weergave',
     },
     exportDownload: {
         preparingTitle: 'Preparing download...',
diff --git a/src/languages/pl.ts b/src/languages/pl.ts
index 9519f36c061..62e10647cb8 100644
--- a/src/languages/pl.ts
+++ b/src/languages/pl.ts
@@ -9605,7 +9605,7 @@ Oto *paragon testowy*, żeby pokazać Ci, jak to działa:`,
         expenseLevelExport: 'Wszystkie dane – poziom wydatku',
         exportInProgress: 'Trwa eksport',
         conciergeWillSend: 'Concierge wkrótce wyśle Ci plik.',
-        currentView: 'Eksportuj bieżący widok',
+        currentView: 'Bieżący widok',
     },
     exportDownload: {
         preparingTitle: 'Preparing download...',
diff --git a/src/languages/pt-BR.ts b/src/languages/pt-BR.ts
index c1092488265..84971b93c0b 100644
--- a/src/languages/pt-BR.ts
+++ b/src/languages/pt-BR.ts
@@ -9609,7 +9609,7 @@ Aqui está um *comprovante de teste* para mostrar como funciona:`,
         expenseLevelExport: 'Todos os dados - nível de despesa',
         exportInProgress: 'Exportação em andamento',
         conciergeWillSend: 'O Concierge enviará o arquivo para você em breve.',
-        currentView: 'Exportar visão atual',
+        currentView: 'Visualização atual',
     },
     exportDownload: {
         preparingTitle: 'Preparing download...',
diff --git a/src/languages/zh-hans.ts b/src/languages/zh-hans.ts
index ff7f6a47ba8..f40e8a148b0 100644
--- a/src/languages/zh-hans.ts
+++ b/src/languages/zh-hans.ts
@@ -9349,7 +9349,7 @@ ${reportName}`,
         expenseLevelExport: '所有数据 - 报销级别',
         exportInProgress: '导出进行中',
         conciergeWillSend: 'Concierge 将很快把文件发送给你。',
-        currentView: '导出当前视图',
+        currentView: '当前视图',
     },
     exportDownload: {
         preparingTitle: 'Preparing download...',

Note

You can apply these changes to your branch by copying the patch to your clipboard, then running pbpaste | git apply 😉

View workflow run

@rlinoz

rlinoz commented Jun 22, 2026

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@codex review

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💡 Codex Review

Here are some automated review suggestions for this pull request.

Reviewed commit: def3a096d3

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Comment thread src/components/ExportDownloadStatusModal.tsx Outdated
@rlinoz

rlinoz commented Jun 22, 2026

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@codex review

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Codex Review: Didn't find any major issues. Breezy!

Reviewed commit: 9ad3b4caec

ℹ️ About Codex in GitHub

Your team has set up Codex to review pull requests in this repo. Reviews are triggered when you

  • Open a pull request for review
  • Mark a draft as ready
  • Comment "@codex review".

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Codex can also answer questions or update the PR. Try commenting "@codex address that feedback".

@rlinoz
rlinoz marked this pull request as ready for review June 24, 2026 13:48
@rlinoz
rlinoz requested review from a team as code owners June 24, 2026 13:48
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melvin-bot Bot requested review from joekaufmanexpensify and parasharrajat and removed request for a team and joekaufmanexpensify June 24, 2026 13:48
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melvin-bot Bot commented Jun 24, 2026

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@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]

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melvin-bot Bot removed the request for review from a team June 24, 2026 13:49
Comment thread src/libs/fileDownload/DownloadUtils.ts
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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/components/ExportDownloadStatusModal.tsx 96.66% <100.00%> (ø)
.../MoneyRequestReportView/SelectionToolbar/index.tsx 77.65% <100.00%> (ø)
src/libs/fileDownload/FileUtils.ts 32.12% <100.00%> (+0.32%) ⬆️
src/hooks/useExportActions.ts 68.91% <50.00%> (ø)
src/hooks/useSelectedTransactionsActions.ts 76.92% <0.00%> (ø)
src/libs/actions/Report/index.ts 70.66% <0.00%> (-0.11%) ⬇️
src/libs/actions/Search.ts 39.09% <50.00%> (ø)
src/hooks/useSearchBulkActions.ts 54.22% <60.00%> (+0.10%) ⬆️
src/libs/fileDownload/index.ts 0.00% <0.00%> (ø)
src/libs/fileDownload/DownloadUtils.ts 0.00% <0.00%> (ø)
... and 2 more
... and 13 files with indirect coverage changes

requestType = 'get',
onDownloadFailed?: () => void,
// eslint-disable-next-line @typescript-eslint/no-unused-vars
shouldUnlink = false,

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why do we need this if it is not used?

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I see that it is part of the signature. Can you add a comment here for this disabled rule

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@parasharrajat

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Maybe try with any custom template.

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

Pass exportName and policyID in their correct argument positions and
assert exportName in the queueExportSearchWithTemplate call.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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@rlinoz

rlinoz commented Jun 26, 2026

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@parasharrajat I can't repro this #94083 (comment) in staging neither on ios or web, can you check again please? Maybe it was something in staging.

Screen.Recording.2026-06-26.at.15.56.56.mov

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Yes, that issue might be working in staging as well, I tested PROD. It was not working on this PR. let me test it on staging branch locally and see.

@parasharrajat

parasharrajat commented Jun 26, 2026

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so I can reproduce those errors on staging as well. if you can check the logs on my account then it would be good insight.


I will complete the checklist in the morning.

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Please resolve conflicts.

Comment thread Mobile-Expensify

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I don't think it is needed. Let's revert.

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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
  • 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 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 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)
  • 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)
  • 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.
  • 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

🔲 iOS / native

27.06.2026_17.29.00_REC.mp4

🔲 iOS / Safari

27.06.2026_17.37.11_REC.mp4

🔲 MacOS / Chrome

26.06.2026_00.16.28_REC.mp4
26.06.2026_00.19.10_REC.mp4

🔲 Android / native

27.06.2026_17.43.13_REC.mp4

🎀 👀 🎀 C+ reviewed

@parasharrajat

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Waiting on this #94083 (comment)

@rlinoz

rlinoz commented Jun 29, 2026

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Fixed @parasharrajat

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melvin-bot Bot requested a review from Valforte June 29, 2026 17:04
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melvin-bot Bot commented Jun 29, 2026

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@Valforte 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]

@Valforte
Valforte merged commit 42cb9d9 into main Jun 29, 2026
39 checks passed
@Valforte
Valforte deleted the rodrigo-export-current-view-94056 branch June 29, 2026 17:13
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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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🚧 Valforte has triggered a test Expensify/App build. You can view the workflow run here.

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🚀 Deployed to staging by https://github.com/Valforte in version: 9.4.25-0 🚀

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

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🚀 Deployed to production by https://github.com/cristipaval in version: 9.4.25-2 🚀

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

Bundle Size Analysis (Sentry):

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4 participants