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Update getReportPreviewReportAction > getMoneyRequestInformation Part 1 - #102144

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danieldoglas merged 10 commits into
Expensify:mainfrom
cretadn22:getReportPreviewReportAction-getMoneyRequestInformation-part-1
Oct 30, 2026
Merged

danieldoglas merged 10 commits into
Expensify:mainfrom
cretadn22:getReportPreviewReportAction-getMoneyRequestInformation-part-1

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@cretadn22

@cretadn22 cretadn22 commented Sep 24, 2026 •

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Explanation of Change

Fixed Issues

$ #66522
PROPOSAL:

Tests

  1. Submit an expense
  2. Split the expense into 3 or 4 parts
  3. Verify that the report preview action displays correctly
  4. Remove one of the splits
  5. Verify that the remaining splits are updated correctly
  6. Verify that the report preview action updates and displays correctly
  • Verify that no errors appear in the JS console

Offline tests

QA Steps

  1. Submit an expense
  2. Split the expense into 3 or 4 parts
  3. Verify that the report preview action displays correctly
  4. Remove one of the splits
  5. Verify that the remaining splits are updated correctly
  6. Verify that the report preview action updates and displays correctly
  • 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)
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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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      • 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)
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  • 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
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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: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari
Screen.Recording.2026-09-25.at.10.36.23.mov

@cretadn22
cretadn22 requested review from a team as code owners September 24, 2026 11:28
@melvin-bot
melvin-bot Bot requested review from JmillsExpensify and parasharrajat and removed request for a team September 24, 2026 11:28
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melvin-bot Bot commented Sep 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]

@codecov

codecov Bot commented Sep 24, 2026 •

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Codecov Report

✅ Changes either increased or maintained existing code coverage, great job!

Files with missing lines Coverage Δ
src/libs/actions/IOU/MoneyRequestBuilder.ts 90.81% <100.00%> (+0.03%) ⬆️
src/libs/actions/IOU/Split.ts 76.55% <ø> (ø)
src/libs/actions/IOU/SplitTransactionUpdate.ts 92.47% <100.00%> (+0.03%) ⬆️
src/libs/actions/IOU/TrackExpense.ts 87.71% <ø> (+3.07%) ⬆️
src/components/AddExistingExpenseFooter.tsx 0.00% <0.00%> (ø)
... and 7 files with indirect coverage changes

Comment thread src/libs/actions/IOU/Split.ts Resolved
Comment thread src/libs/actions/IOU/TrackExpense.ts Resolved
@cretadn22
cretadn22 marked this pull request as draft September 24, 2026 17:24
@cretadn22
cretadn22 marked this pull request as ready for review September 25, 2026 03:39
@cretadn22

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@parasharrajat The PR is ready

Comment thread src/libs/actions/IOU/Split.ts Resolved

@JmillsExpensify JmillsExpensify left a comment

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No product review required.

Comment thread src/libs/actions/IOU/TrackExpense.ts Resolved
@parasharrajat

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@MelvinBot review this PR.

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PR Review

The logic is correct and safe to merge after a few small fixes. I found no blocking bugs. All code checks pass in CI. Only the checklist and approval checks are failing.

The new selection in MoneyRequestBuilder.ts:1707-1712 follows the same order the builder uses to resolve the chat (1386-1426). It uses the parent chat first, then the policy expense chat, then the 1:1 chat. When a caller passes undefined, getReportPreviewReportAction still falls back to the old data, so there is no regression.

Please address:

  1. The PR description is incomplete. Explanation of Change, PROPOSAL:, and Offline tests are empty.
  2. The test steps miss one changed flow. AddExistingExpenseFooter.tsx:66 changes the "Add existing expense to an IOU report" flow, which runs convertBulkTrackedExpensesToIOU. Add a step that adds a tracked expense to an existing IOU report. Then confirm the report preview updates and is not duplicated.

Optional nits:

  1. SplitTransactionUpdate.ts:787-792 copies the builder's chat lookup. If the builder's lookup changes, the two can drift apart and the wrong actions get passed. The copy also runs getChatByParticipants, a scan of all reports, for every split, even when the parent chat is used. You could run it only when parentChatReport is empty, or add a comment that points to the builder logic.
  2. TrackExpense.ts:2181 passes participantChatReportActions: undefined. The comment there says that chat can never hold the preview. If so, passing {} gives the same result and skips the deprecated fallback read.

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@cretadn22

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@parasharrajat Can you complete your review?

@parasharrajat

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I will be on leave next week. This Pr will be reviewed and approved after a week. Feel free to drop the next parts PR as well. I will review those together.

Thanks for waiting on this. Reviews will be faster after a week.

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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.
28.10.2026_19.20.07_REC.mp4

🎀 👀 🎀 C+ reviewed

@melvin-bot
melvin-bot Bot requested a review from danieldoglas October 28, 2026 13:51
@danieldoglas
danieldoglas merged commit 9a1f805 into Expensify:main Oct 30, 2026
35 of 37 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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🚧 danieldoglas 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/danieldoglas in version: 9.5.27-0 🚀

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

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No help site update needed. This PR is an internal refactor that passes chat report actions into getMoneyRequestInformation instead of reading them from global Onyx, so expense, split, and report preview behavior stays the same for users.


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OSBotify commented Nov 2, 2026

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🚀 Deployed to production by https://github.com/blimpich in version: 9.5.27-2 🚀

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

Bundle Size Analysis (Sentry):

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6 participants