[mhawryluk]

Explanation of Change

On an account with no expenses, opening Insights flashed charts in a loading state before switching to the full-page no-expenses state. The charts showed while the GetInsights request was in flight, and only its response says whether the account has any expenses. Now, until the first GetInsights response lands, the page shows a full-view spinner instead of loading charts, so a new account goes straight from the spinner to the no-expenses state. After that, changing filters works as before: the charts show their own loading, then the empty state if nothing matches.

Also adds fade transitions: the page cross-fades between its states and each chart card fades in when it switches between its own states.

Fixed Issues

$ #105378
PROPOSAL: N/A

Tests

1. Sign in with an account that has no expenses and open Insights
2. Verify a spinner shows, then the no-expenses state appears without charts or the empty state flashing first
3. Sign in with an account that has expenses and open Insights
4. Verify a spinner shows (or the charts, if already loaded), then the charts fade in
5. Change a filter so nothing matches (e.g. a date range with no expenses)
6. Verify no full-page spinner shows: the filters stay visible, the charts show their loading state, then the empty state fades in
7. Change the filter back
8. Verify the charts fade back in
9. Open Home so its charts load, then open Insights
10. Verify charts with rows render right away

Offline tests

1. Open Insights with an account that has expenses, and change a filter so nothing matches
2. Go offline and reopen Insights
3. Verify the empty state shows instead of an endless spinner
4. Change to filters that have never been loaded
5. Verify the offline state shows

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 verified any copy / text that was added to the app 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 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 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 the PR adds or modifies the UI:
  • I asked an AI agent to review the changes for accessibility issues and addressed its findings.
  • I tested with a screen reader (VoiceOver on macOS) and verified all new/changed elements are reachable with a logical focus order.
  • I verified all new/changed elements have meaningful accessible names and roles.
  • I verified state changes are announced (e.g. checked/unchecked, expanded/collapsed, selected).
• 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

Nagranie.z.ekranu.2026-10-30.o.14.39.53.mov

[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/pages/Insights/InsightsDashboard.tsx	65.16% <100.00%> (-17.82%)	⬇️
src/pages/Insights/resolveDashboardState.ts	100.00% <100.00%> (ø)
src/pages/Insights/charts/InsightsChartWidget.tsx	93.84% <94.73%> (-2.93%)	⬇️
... and 12 files with indirect coverage changes

[melvin-bot]

@daledah 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]

[chatgpt-codex-connector]

Codex Review Summary

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Review	Status	Commit	Review trigger
📝 Code Review	✅ Completed 2026-10-30T13:56:21.289769Z	78f98fe	Draft marked ready

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[JmillsExpensify]

Looks great!

[JmillsExpensify]

@daledah this is ready for your review.

[daledah]

I'll review this PR in a couple of hours

[daledah]

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 any copy / text that was added to the app 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 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
  • 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
  • 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 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 the PR adds or modifies the UI:
  • I asked an AI agent to review the changes for accessibility issues and addressed its findings.
  • I tested with a screen reader (VoiceOver on macOS) and verified all new/changed elements are reachable with a logical focus order.
  • I verified all new/changed elements have meaningful accessible names and roles.
  • I verified state changes are announced (e.g. checked/unchecked, expanded/collapsed, selected).
• 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

MacOS: Chrome / Safari

Screen.Recording.2026-10-30.at.23.19.16.mov

[daledah]

@mhawryluk @JmillsExpensify The filter bar still appears briefly and then disappears on new accounts. Should we fix this?

[JmillsExpensify]

Probably should

[mhawryluk]

The filter bar still appears briefly and then disappears on new accounts. Should we fix this?

fixed!

Nagranie.z.ekranu.2026-11-2.o.10.28.44-kopia.mov

[JmillsExpensify]

Awesome. Anything else left for your review @daledah?

[daledah]

LGTM

[JmillsExpensify]

@luacmartins you're up when you sign on today

[github-actions]

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

[github-actions]

🧪🧪 Use the links below to test this adhoc build on Android, iOS, and Web. Happy testing! 🧪🧪
Built from App PR #105391 with the pinned Mobile-Expensify submodule.

Android 🤖	iOS 🍎
https://ad-hoc-expensify-cash.s3.us-east-1.amazonaws.com/rock-artifacts/ad-hoc/rock-android-Adhoc-d4f757bf-dae7e7c-ea74c1463cae45b9ca11ee7e309ccbfba7a8dee5/index.html	https://ad-hoc-expensify-cash.s3.us-east-1.amazonaws.com/rock-artifacts/ad-hoc/rock-ios-device-AdHoc-d4f757bf-dae7e7c-b615b20778aa6de82399167d0a4d645675858f41/index.html

Web 🕸️
https://105391.pr-testing.expensify.com

---

👀 View the workflow run that generated this build 👀

[OSBotify]

🚀 Deployed to staging by https://github.com/luacmartins in version: 9.5.28-4 🚀

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

[MelvinBot]

No help site update needed: this PR only changes Insights loading behavior (a spinner instead of loading charts before the no-expenses state) and adds fade transitions, which are visual polish that doesn't make any help article sentence incorrect.

[OSBotify]

🚀 Deployed to staging by https://github.com/luacmartins in version: 9.5.30-0 🚀

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🤖 android 🤖	success ✅
🍎 iOS 🍎	success ✅

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🚀 Deployed to production by https://github.com/blimpich in version: 9.5.30-0 🚀

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