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[Payment due @marufsharifi] Show export status in one app-level modal instead of per screen - #98521

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Beamanator merged 38 commits into
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mollfpr-export-status-manager
Aug 31, 2026
Merged

Beamanator merged 38 commits into
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mollfpr-export-status-manager

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@mollfpr

@mollfpr mollfpr commented Aug 13, 2026

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Explanation of Change

Before, each screen that could start an export (the money report header, Search, and so on) rendered it's own export status modal, and those had to kept in sync.

This moves it to single app-level component, ExportDownloadStatusManager, that watches the exportDownload Onyx collection and owns the one modal. A screen now just starts an export, which writes the record, and ExportDownloadStatusManager handles the rest.

ExportDownloadStatusManager will skips any record with shouldSendFromConcierge and the modal just closes.

Fixed Issues

$ https://github.com/Expensify/Expensify/issues/662909
PROPOSAL:

Tests

Same as QA steps.

  • Verify that no errors appear in the JS console

Offline tests

QA Steps

Prerequisite:

  • Account with multiple reports
  1. Open the Spend > Reports page
  2. Select multiple reports
  3. Click on the selected reports options
  4. Click on Download as PDF
  5. While the modal is showing "Preparing download...", reload the page
  6. Verify the export modal is resurface
  7. Wait until the export is finished and shows "Your file is ready!", reload the page
  8. Verify the export modal is resurface
  • 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 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
Screen.Recording.Aug.16.2026.mp4

@mollfpr

mollfpr commented Aug 13, 2026

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@codex review

@mollfpr mollfpr changed the title Mollfpr export status manager Show export status in one app-level modal instead of per screen Aug 13, 2026
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Codex Review: Didn't find any major issues. Hooray!

Reviewed commit: 5de1e8791e

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…-manager

# Conflicts:
#	src/components/MoneyReportHeader.tsx
#	src/components/MoneyReportHeaderActions/ExportDownloadStatusProvider.tsx
#	src/hooks/useExportActions.ts
#	src/hooks/useSearchBulkActions.ts
#	tests/unit/hooks/useExportActionsTest.ts
#	tests/unit/hooks/useSearchBulkActionsTest.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 90.80% <100.00%> (+1.19%) ⬆️
.../MoneyRequestReportView/SelectionToolbar/index.tsx 75.00% <ø> (+0.51%) ⬆️
src/components/Search/SearchBulkActionsButton.tsx 90.36% <ø> (ø)
src/hooks/useExportActions.ts 61.62% <100.00%> (+0.26%) ⬆️
src/libs/Navigation/AppNavigator/AuthScreens.tsx 83.15% <100.00%> (+0.17%) ⬆️
src/libs/actions/Search.ts 53.79% <100.00%> (+0.21%) ⬆️
src/components/MoneyReportHeader.tsx 0.00% <0.00%> (ø)
src/hooks/useSearchBulkActions.ts 71.10% <93.75%> (+0.22%) ⬆️
src/components/ExportDownloadStatusManager.tsx 93.93% <93.93%> (ø)
src/libs/actions/Export.ts 75.00% <69.23%> (-2.50%) ⬇️
... and 8 files with indirect coverage changes

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

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mollfpr commented Aug 16, 2026

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@codex review

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

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Reviewed commit: 5e3b37d85e

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Comment thread src/components/ExportDownloadStatusManager.tsx Outdated
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💡 Codex Review

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Reviewed commit: 6e945114cd

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Comment thread src/libs/actions/Export.ts
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mollfpr commented Aug 16, 2026

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💡 Codex Review

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Reviewed commit: 06a0792cb6

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Comment thread src/components/ExportDownloadStatusManager.tsx Outdated
Comment thread src/components/ExportDownloadStatusManager.tsx

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LGTM

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melvin-bot Bot requested a review from Gonals August 26, 2026 15:09
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melvin-bot Bot commented Aug 26, 2026

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@Gonals 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]

@melvin-bot melvin-bot Bot changed the title Show export status in one app-level modal instead of per screen [Payment due @marufsharifi] Show export status in one app-level modal instead of per screen Aug 26, 2026
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melvin-bot Bot commented Aug 26, 2026

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🎯 @marufsharifi, thanks for reviewing and testing this PR! 🎉

A payment issue will be created for your review once this PR is deployed to production.
E/E issue linked to the PR - https://www.github.com/Expensify/Expensify/issues/662909.

If payment is not needed (e.g., regression PR review fix etc), react with 👎 to this comment to prevent the payment issue from being created.

Beamanator
Beamanator previously approved these changes Aug 28, 2026

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A bunch of the same kind of NAB comment, sorry 😅

Comment thread src/components/MoneyRequestReportView/SelectionToolbar/index.tsx
Comment thread src/components/ExportDownloadStatusManager.tsx
Comment thread src/components/ExportDownloadStatusManager.tsx
Comment thread src/hooks/useExportActions.ts
Comment thread src/hooks/useSearchBulkActions.ts
Comment thread src/hooks/useSearchBulkActions.ts
Comment thread src/hooks/useSearchBulkActions.ts
Comment thread src/hooks/useSearchBulkActions.ts
Comment thread src/libs/actions/Export.ts
Comment thread src/libs/actions/Export.ts
Co-authored-by: Alex Beaman <dabeamanator@gmail.com>
Co-authored-by: Alex Beaman <dabeamanator@gmail.com>
@mollfpr
mollfpr requested a review from Beamanator August 31, 2026 11:40
@Beamanator
Beamanator merged commit 1a8fb46 into main Aug 31, 2026
42 of 43 checks passed
@Beamanator
Beamanator deleted the mollfpr-export-status-manager branch August 31, 2026 16:22
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🚧 Beamanator 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/Beamanator in version: 9.4.65-0 🚀

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

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Yes — help site changes are required, and I opened a draft PR for them: #99954

What changed for members

Most of this PR is an internal refactor (one app-level ExportDownloadStatusManager instead of a modal per screen), which needs no docs. One thing is member-visible though:

An export that is still preparing or already ready now survives a page refresh. clearStaleExportDownloads used to clear ready records on load; it now clears only failed ones, and the manager re-seeds from the records already in Onyx, so the status window reappears with the current status. Your own QA steps 5–8 test exactly this. Concierge hand-offs (Send me the file when it's ready) are deliberately skipped, since the worker delivers those in chat.

No UI labels were renamed, so no existing wording needed correcting.

What the docs PR does

Adds one FAQ entry to each of the three articles that describe the export status window. No existing wording touched.

  • docs/articles/new-expensify/reports-and-expenses/How-to-Export-Reports.md
  • docs/articles/new-expensify/reports-and-expenses/How-to-Export-Expenses.md
  • docs/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses.md
Label verification

Labels used in the new copy — Reports, More, Download file, Send me the file when it's ready, Your file is ready!, Preparing download... — match src/languages/en.ts exactly.

I also drove dev NewDot web to check navigation labels. The test account has no reports, so the export flow itself could not be exercised.

Step Status Observation
Left nav has a Spend tab containing a Reports item pass Spend tab expands to Expense reports > Expenses / Reports
Exact label of the column-picker button on Reports page pass Returned exactly Display
Bulk-action button after selecting report checkboxes not verifiable Reports page shows the "No reports yet" empty state, so no rows to select
More menu export labels on an open report not verifiable No reports exist in the account to open
Export status modal text not verifiable No report to export from, and downloads are out of scope for the web driver

@mollfpr, please review the linked help site PR and confirm it reflects the current behavior. Then mark the linked help site PR Ready for review


view run

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🚀 Deployed to production by https://github.com/francoisl in version: 9.4.65-3 🚀

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

Bundle Size Analysis (Sentry):

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melvin-bot Bot commented Sep 2, 2026

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🤖 Payment issue created: #100090

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