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MenuItem decomposition - html value - #102170

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roryabraham merged 12 commits into
Expensify:mainfrom
software-mansion-labs:war-in/menuitem-decomposition-htm-value
Sep 29, 2026
Merged

roryabraham merged 12 commits into
Expensify:mainfrom
software-mansion-labs:war-in/menuitem-decomposition-htm-value

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@war-in

@war-in war-in commented Sep 24, 2026 •

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Explanation of Change

Adds MenuItem.FieldValueHTML leaf (renders HTML values, optional characterLimit) and MenuItemField.Content (name/value/placeholder cell taking any value leaf). Migrates legacy shouldRenderAsHTML/shouldParseTitle/shouldParseHelperText rows to the composable API; helper text goes through FormHelpMessage; static config arrays in touched pages are inlined as JSX.

Fixed Issues

$ #100312
PROPOSAL:

Tests

HTML and markdown values

  1. Open a workspace chat > + > Assign task. Set a title with markdown (e.g. *bold* _italic_) and a multi-line description with a link
  2. Verify that the Title and Description rows render the formatted text (bold/italic/link), that the "Required" hint shows on the Title row only while it's empty, and that each row opens its edit page
  3. Create the task, open a room > Details > Description, set a description longer than 100 characters with markdown, and verify that the row shows the formatted text not truncated with "..." and opens the description page
  4. Open a chat > Details > Private notes with notes from you and another member. Verify that notes render as HTML, your note has a chevron and opens the editor, and the other member's note is shown at full opacity, has no chevron and isn't pressable
  5. Go to Account > Agents > pick an agent, verify that the Instructions row renders the markdown prompt (truncated when long) and opens the prompt editor

Helper text

  1. Go to Workspaces > pick a workspace with Rules enabled and approvals (Workflows) disabled > Categories > pick a category (and Tags > pick a tag, single-level tags)
  2. Verify that the Approver row is disabled and the "enable workflows" helper text with a working link is shown below it, and that the category "Description hint" row renders its HTML value and opens its page
  3. On a workspace connected to NetSuite, open Accounting > Export > Out-of-pocket expenses. Verify that "Export as" shows its helper text below, rows for default vendor / journal posting account / preference appear only for the matching export destination, and each row opens its selector (with a red dot when the setting has an error). Open Export > Travel billing and verify the helper text is shown under "Export as"

Inlined rows

  1. Go to Account > Rules > New rule. Verify that the "Merchant" row under "When expense contains" shows "Required", and after tapping Save with it empty shows "This field is required" below the row
  2. Verify that the rows under "Apply updates" (merchant, category, tags, tax, description, reimbursable, billable, add to report) render with the same order and conditions as on main, the description renders markdown, and each row opens its page
  3. In Reports search, select multiple expenses > More > Edit multiple. Verify that all fields (amount, description, merchant, date, category, tags, tax, billable, reimbursable, attendees) render in the same order as on main, locked fields are disabled without a chevron, the description renders markdown, and each enabled row opens its editor

Offline tests

N/A - UI-only refactor, no API or Onyx changes.

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
    • 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 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 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)
  • 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.
  • 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

@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/components/MenuItem/index.ts 100.00% <ø> (ø)
...MenuItem/leaves/content/MenuItemFieldValueHTML.tsx 100.00% <100.00%> (ø)
.../MenuItem/leaves/helpText/BaseMenuItemHelpText.tsx 100.00% <100.00%> (ø)
...ents/MenuItem/leaves/helpText/MenuItemHelpText.tsx 100.00% <100.00%> (ø)
src/components/MenuItem/presets/MenuItemField.tsx 100.00% <100.00%> (ø)
.../components/MenuItem/presets/MenuItemFieldHTML.tsx 100.00% <100.00%> (ø)
...uestConfirmationList/sections/DescriptionField.tsx 81.08% <100.00%> (+1.08%) ⬆️
src/pages/DynamicReportDetailsPage.tsx 82.04% <100.00%> (+0.04%) ⬆️
src/pages/settings/Agents/EditAgentPage.tsx 92.00% <100.00%> (+0.21%) ⬆️
src/pages/PrivateNotes/PrivateNotesListPage.tsx 0.00% <0.00%> (ø)
... and 11 more
... and 13 files with indirect coverage changes

@war-in
war-in marked this pull request as ready for review September 24, 2026 13:56
@war-in
war-in requested review from a team as code owners September 24, 2026 13:56
@melvin-bot
melvin-bot Bot requested review from Pujan92 and dylanexpensify and removed request for a team and dylanexpensify September 24, 2026 13:56
@melvin-bot

melvin-bot Bot commented Sep 24, 2026

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@Pujan92 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]

@Pujan92

Pujan92 commented Sep 25, 2026 •

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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/Videos

Android: HybridApp
Android: mWeb Chrome
iOS: HybridApp
iOS: mWeb Safari
MacOS: Chrome / Safari
Screen.Recording.2026-09-28.at.17.50.25.mov

@war-in

war-in commented Sep 28, 2026

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@Pujan92 review addressed!

@Pujan92 Pujan92 left a comment

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LGTM!

@melvin-bot
melvin-bot Bot requested a review from roryabraham September 28, 2026 12:22
roryabraham
roryabraham previously approved these changes Sep 29, 2026
@roryabraham

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LGTM, but conflicts

# Conflicts:
#	src/components/MoneyRequestConfirmationList/sections/DescriptionField.tsx
#	src/components/MoneyRequestConfirmationList/sections/ReportField.tsx
#	tests/ui/MoneyRequestReportFooter.tsx
@roryabraham
roryabraham merged commit e5308fa into Expensify:main Sep 29, 2026
35 of 36 checks passed
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🚧 roryabraham has triggered a test Expensify/App build. You can view the workflow run here.

@OSBotify

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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.

@OSBotify

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🚀 Deployed to staging by https://github.com/roryabraham in version: 9.4.96-0 🚀

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

@MelvinBot

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No help site update is needed. This PR refactors MenuItem rows to a composable API without changing any user-facing labels, settings, or workflows, so no help article sentence becomes incorrect.


view run

@m-natarajan

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@war-in @Pujan92
HTML and markdown values:
Step: 4 Private notes flow is outdated, Will validate the rest. Can you please confirm the same?

@jponikarchuk

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Deploy Blocker #102618 was identified to be related to this PR.

@war-in

war-in commented Sep 30, 2026

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Step: 4 Private notes flow is outdated, Will validate the rest. Can you please confirm the same?

@m-natarajan oh right, I verified it locally while implementing, so let's skip it as not reachable on prod. Do you know if this flow is going to be back? 🤔

@OSBotify

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🚀 Deployed to staging by https://github.com/roryabraham in version: 9.4.99-0 🚀

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

@MelvinBot

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No help site update is needed. This PR refactors how menu rows render HTML values and helper text. It doesn't add, rename, remove, or change any user-facing feature, label, or workflow, so no existing article is now wrong.


view run

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🚀 Deployed to production by https://github.com/Julesssss in version: 9.4.99-2 🚀

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

Bundle Size Analysis (Sentry):

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7 participants