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feat: Add attendees field to unreported expenses - #74699

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cristipaval merged 14 commits into
Expensify:mainfrom
callstack-internal:feat/72235-unreported-expenses-attendees-field
Nov 19, 2025
Merged

feat: Add attendees field to unreported expenses#74699
cristipaval merged 14 commits into
Expensify:mainfrom
callstack-internal:feat/72235-unreported-expenses-attendees-field

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@MrMuzyk

@MrMuzyk MrMuzyk commented Nov 10, 2025

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Explanation of Change

Updated the condition to display attendees field on unreported expenses

Fixed Issues

$ #72235

PROPOSAL:

Tests

Same as QA steps

  • Verify that no errors appear in the JS console

Offline tests

QA Steps

Tracked Expenses

Prerequisites for default workspace:

  • enable rules, enable Attendee tracking inside rules

User with no workspace / User with several non-default workspaces

  1. Go to selfDM
  2. Go to an expense
  3. Verify that the attendees field is NOT displayed

User with a default workspace / only one non-default workspace

  1. Go to selfDM
  2. Go to an expense
  3. Verify that the attendees field is displayed if the attendees rule is enabled on the workspace
  4. Verify that you can change the field value and no errors are displayed
  5. Go back to the selfDM
  6. Click "Submit to someone" under the expense you've just visited
  7. Choose a workspace
  8. Verify that the value is set to the default attendees field value for the chosen workspace (if it's not enabled in rules, it should not be displayed)

Creating a tracked expense

User with no workspace / User with several non-default workspaces

  1. Go to selfDM
  2. Click Composer + -> Create expense
  3. On the Confirmation step, verify that the attendees field is NOT displayed

User with a default workspace / only one non-default workspace

  1. Go to selfDM
  2. Click Composer + -> Create expense
  3. On the Confirmation step, verify that the attendees field is displayed (if the Attendee tracking is enabled in rules)
  4. Verify that the value is set to the default attendees field value for the workspace (default/only one non-default)
  5. Submit the expense
  6. Go to the newly created expense
  7. Verify that the attendees field is set to the value you selected during the creation of the expense
  • 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
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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)
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    • Android: Native
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Screenshots/Videos

Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari
MacOS: Desktop
attendees.mp4

@codecov

codecov Bot commented Nov 10, 2025

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Codecov Report

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

Files with missing lines Coverage Δ
...es/iou/request/step/IOURequestStepConfirmation.tsx 47.85% <ø> (ø)
src/libs/TransactionUtils/index.ts 69.39% <95.65%> (+0.31%) ⬆️
...pages/iou/request/step/IOURequestStepAttendees.tsx 0.00% <0.00%> (ø)
... and 2 files with indirect coverage changes

@MrMuzyk
MrMuzyk marked this pull request as ready for review November 10, 2025 14:40
@MrMuzyk
MrMuzyk requested review from a team as code owners November 10, 2025 14:40
@melvin-bot
melvin-bot Bot requested review from parasharrajat and removed request for a team November 10, 2025 14:41
@melvin-bot

melvin-bot Bot commented Nov 10, 2025

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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]

@melvin-bot
melvin-bot Bot requested review from trjExpensify and removed request for a team November 10, 2025 14:41
@parasharrajat

parasharrajat commented Nov 10, 2025

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BUG: Attendee should have a default value of self.

Steps:

  1. disable the attendees on default workspace.
  2. Create a tracked expense.
  3. Enable the attendees on the workspace.
  4. Check the attendee field on tracked expense.

As attendees can not be null, we should have owner of the expense as attendee.

image

@MrMuzyk

MrMuzyk commented Nov 10, 2025

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BUG: Attendee should have a default value of self.

If you find any bugs please let me know the reproduction steps to it too :)

@parasharrajat

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Updated.

trjExpensify
trjExpensify previously approved these changes Nov 10, 2025

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Core PR for a #whatsnext project 👍

@parasharrajat

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Note

Because we decided to hide the attendee(cc: @cristipaval) field on the unreported expense when disabled, we need to add a check on the confirm page to see whether the attendee is disabled on unreported. If so, do not set the value from unreported attendee field to the confirm page. Or, we can just keep that field visible until the user clears the values on the unreported expense.

  1. user can set the values on attendee field on unreported.
  2. user then disabled attendee field on default workspace.
  3. Now, if we submit that unreported to a worspace which has attendee enabled, the old values of attendee from unreported expense will be set on the confirm page which is misleading.

@parasharrajat

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BUG: Not able to deselect the value during submit to someone.

13.11.2025_21.54.17_REC.mp4

@MrMuzyk

MrMuzyk commented Nov 14, 2025

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BUG: Attendee should have a default value of self.

We've agreed on slack that this is expected and we'll leave it like that (at least for now)


BUG: Not able to deselect the value during submit to someone.

Just pushed a fix for it. It looks to be working properly now. Thanks for the help @parasharrajat :)

@parasharrajat

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Retesting it now.

@parasharrajat

parasharrajat commented Nov 14, 2025

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@MrMuzyk Looks like the problem is not solved yet completely.

I can still see both values selected on the attendee selector page even after deselecting them first then going back to attendee selector. Check from 0.31 seconds to the last.

14.11.2025_18.31.17_REC.mp4

Comment on lines +643 to +646
updatedTransaction.comment = {
...updatedTransaction.comment,
attendees: transactionChanges.attendees,
};

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Why did we decide to update this?

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To correctly update attendees. attendees are also nested within comment field

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I don't know whether we need this. There was no bug in this logic before this PR. And if we are updating both attendees and modifiedAttendees, then what is the user of having modifiedAttendees`

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It fixes this scenario:

Steps:

  1. You create an expense add 2 attendee.
  2. Go offline.
  3. Edit the attendee on created expense.
  4. Try to edit again.
  5. Check the selected users on the attendee page.

This method (getUpdatedTransaction) receives transactionChanges as one of the arguments. When comment.attendees are changed on the transaction this method receives attendees (via param mentioned before) that are not nested inside the comment and updates modifiedAttendees instead.

This method is only fired upon editing expense and so far I wasn't able to find anything broken after this change

@parasharrajat

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@MrMuzyk Can you please fix these checks?

@parasharrajat

parasharrajat commented Nov 19, 2025

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BUG: This system message changes after receiving data from the backend.

This is the same for workspace expenses as well.

Looks like the backend does not recognize that attendees are already set on the tracked expense. cc: @cristipaval

19.11.2025_14.52.20_REC.mp4

@parasharrajat

parasharrajat commented Nov 19, 2025

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Screenshots

🔲 iOS / native

19.11.2025_16.18.59_REC.mp4

🔲 iOS / Safari

19.11.2025_16.14.37_REC.mp4

🔲 MacOS / Chrome

19.11.2025_14.59.48_REC.mp4

🔲 Android / Chrome

19.11.2025_16.11.19_REC.mp4

🔲 Android / native

19.11.2025_16.08.34_REC.mp4

@parasharrajat

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Notes:

Based on our discussions.

  1. For old tracked expenses, the Attendee field will not have any default selected value.
  2. If a tracked expense has attendees and then we disable attendees on the default workspace, the attendees field will not show in self DM expense even though it has values for the attendee field.

cc: @cristipaval @MrMuzyk

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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 tests pass on all platforms & I tested again on:
    • Android: Native
    • Android: mWeb Chrome
    • iOS: Native
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
    • MacOS: Desktop
  • 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 the left part of a conditional rendering a React component is a boolean and NOT a string, e.g. myBool && <MyComponent />.
    • 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 shown in the product is localized by adding it to src/languages/* files and using the translation method
    • 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 approved by marketing by adding the Waiting for Copy label for a copy review on the original GH to get the correct copy.
    • I verified proper file naming conventions were followed for any new files or renamed files. All non-platform specific files are named after what they export and are not named "index.js". All platform-specific files are named for the platform the code supports as outlined in the README.
    • I verified the JSDocs style guidelines (in STYLE.md) were followed
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
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  • 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.
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  • If the PR modifies the form input styles:
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🎀 👀 🎀 C+ reviewed

@melvin-bot
melvin-bot Bot requested a review from cristipaval November 19, 2025 10:53
Comment thread src/pages/iou/request/step/IOURequestStepConfirmation.tsx Outdated
@MrMuzyk

MrMuzyk commented Nov 19, 2025

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@parasharrajat TS is failing on main too, everything else has now passed

@cristipaval
cristipaval merged commit 21b0f9b into Expensify:main Nov 19, 2025
26 of 27 checks passed
@melvin-bot melvin-bot Bot added the Emergency label Nov 19, 2025
@melvin-bot

melvin-bot Bot commented Nov 19, 2025

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@cristipaval looks like this was merged without a test passing. Please add a note explaining why this was done and remove the Emergency label if this is not an emergency.

@cristipaval

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@cristipaval looks like this was merged without a test passing. Please add a note explaining why this was done and remove the Emergency label if this is not an emergency.

unrelated

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🚀 Deployed to staging by https://github.com/cristipaval in version: 9.2.61-0 🚀

platform result
🖥 desktop 🖥 failure ❌
🕸 web 🕸 success ✅
🤖 android 🤖 success ✅
🍎 iOS 🍎 success ✅

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🚀 Deployed to production by https://github.com/grgia in version: 9.2.61-5 🚀

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

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5 participants