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[Performance] Resolve destinationReportID before confirmation mount in global-create - #94459

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mountiny merged 12 commits into
Expensify:mainfrom
software-mansion-labs:korytko/fix-single-screen-reportid-regression
Jun 26, 2026
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[Performance] Resolve destinationReportID before confirmation mount in global-create#94459
mountiny merged 12 commits into
Expensify:mainfrom
software-mansion-labs:korytko/fix-single-screen-reportid-regression

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@JakubKorytko

@JakubKorytko JakubKorytko commented Jun 24, 2026

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Explanation of Change

Fix single-screen global-create flows (workspace expenses, self-DM tracking) where transaction.reportID was undefined at Confirmation mount time, causing the pre-insert effect to miss its window. Extracted resolveEarlyReportID in useResetIOUType to set transaction.reportID immediately after initMoneyRequest. Also reset hasPreInsertFired in the pre-insert cleanup so it can re-fire when destinationReportID transitions from undefined to a valid value.

Sentry Evidence

Note: This bug only affects the NEW_MANUAL_EXPENSE_FLOW beta (single-screen amount + confirmation). The old multi-step flow is unaffected.

This is a regression introduced by the single-screen manual flow change (IOURequestStartPage now renders IOURequestStepConfirmation directly on the Manual tab). The old multi-step flow used AmountSubmission.ts which called setTransactionReport before navigation to confirmation:

// AmountSubmission.ts (old flow - no longer runs for manual tab)
setTransactionReport(transactionID, {reportID: transactionReportID}, true);

With the single-screen flow, this call is bypassed entirely. The embedded confirmation screen resolves default participants via useDefaultParticipants but never calls setTransactionReport for workspace participants. This causes destinationReportID to be undefined at first render, the pre-insert effect fires with no destination, and subsequent setTransactionReport triggers a cleanup that removes the pre-insert without replacement (because hasPreInsertFired stays true).

The impact contributes to the ~56% DEFAULT handler rate observed in Sentry (5.2k default vs 4k non-default in 24h).

Fixed Issues

$ #94462
PROPOSAL: N/A

Tests

Prerequisites: Enable the NEW_MANUAL_EXPENSE_FLOW beta. Use a narrow viewport (mobile device or resize browser to mobile width) - the pre-insert optimization this PR fixes only applies on narrow layout.

  1. Open the app from any tab (Home, Spend, etc.) and tap the global FAB
  2. Tap "Create expense", select a workspace as the recipient, fill in the amount and details, then submit
  3. Verify [Sentry][ManualSubmitToDestinationVisible] Ending span appears in the console with a sub-two-second duration and fast_path_handler is NOT default
  4. Verify the submit feels smooth - no jarring navigation jump after tapping Submit (the destination loads behind the modal before it dismisses)

  1. Repeat the above but select yourself as the recipient (this creates a Track expense to your self-DM)
  2. Verify the same smooth behavior - span ends sub-two-seconds, no navigation flash

  1. Open an existing chat and tap the "+" button to create an expense from within that chat
  2. Fill in the details and submit
  3. Verify the behavior is unchanged - the expense posts to the same chat without any unexpected navigation

Offline tests

N/A

QA Steps

Same as tests

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
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    • 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).
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  • 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)
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    • 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)
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    • 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)
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Screenshots/Videos

Android: Native
Android: mWeb Chrome
iOS: Native
iOS.mov
iOS: mWeb Safari
MacOS: Chrome / Safari
Web.mov

@JakubKorytko

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Codex Review: Didn't find any major issues. 🚀

Reviewed commit: 7340be7108

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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/hooks/useResetIOUType.ts 97.36% <100.00%> (+0.30%) ⬆️
src/libs/IOUUtils.ts 76.75% <100.00%> (+0.73%) ⬆️
...es/iou/request/step/IOURequestStepConfirmation.tsx 63.55% <0.00%> (-1.63%) ⬇️
... and 71 files with indirect coverage changes

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@codex review

@JakubKorytko JakubKorytko changed the title [WIP] [Performance] Resolve destinationReportID before confirmation mount in global-create [Performance] Resolve destinationReportID before confirmation mount in global-create Jun 25, 2026

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Comment thread src/hooks/useResetIOUType.ts
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@JakubKorytko
JakubKorytko marked this pull request as ready for review June 25, 2026 13:22
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JakubKorytko requested review from a team as code owners June 25, 2026 13:22
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@dmkt9 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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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
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    • 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)
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    • A similar component doesn't exist in the codebase
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    • 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.
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Screenshots/Videos

Android: HybridApp
Android: mWeb Chrome
iOS: HybridApp
iOS: mWeb Safari
MacOS: Chrome / Safari
chrome.mp4

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LGTM

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melvin-bot Bot requested a review from mountiny June 26, 2026 08:09
Comment thread src/libs/IOUUtils.ts

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Thanks!

Comment thread src/libs/IOUUtils.ts
@mountiny
mountiny merged commit b1ea306 into Expensify:main Jun 26, 2026
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🚧 mountiny has triggered a test Expensify/App build. You can view the workflow run here.

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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/mountiny in version: 9.4.21-2 🚀

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

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@JakubKorytko @mountiny

Is applause.expensifail.com domain is beta enabled?

Enable the NEW_MANUAL_EXPENSE_FLOW beta.

@JakubKorytko

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You can easily check that, try to create pretty much any expense via FAB (but not QAB) - if you see amount as a separate full RHP page then the answer is no. If you fill the amount on the same page as other details (category, merchant) then yes, beta is enabled.

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🚀 Deployed to production by https://github.com/mountiny in version: 9.4.21-9 🚀

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

Bundle Size Analysis (Sentry):

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