Part 14 - Set delegateAccountID on hold/unhold/reject optimistic report actions

[Krishna2323]

Explanation of Change

Pre-existing gap (not from PR 13): hold/unhold/reject optimistic builders never set delegateAccountID, so while acting as a delegate the history showed the original account with no delegate indicator.

This PR:

1. Adds delegateAccountID to those builders (and report-level reject)
2. Threads it through putOnHold / unholdRequest / changeMoneyRequestHoldStatus / reject helpers, plus related paths (duplicate resolve, delete report, move expense)
3. Wires UI via useDelegateAccountID()

Fixed Issues

$ #66425
PROPOSAL:

Tests

Setup: Account B is vacation delegate for Account A. Sign in as B → switch to “Copilot / act as A”.

Hold / unhold (main bug)

1. Open an expense you can hold as A.
2. Hold it (header, more menu, or context menu) with a reason.
3. Confirm the “held this expense” action shows B acting for A (not A alone), including offline.
4. Unhold from header / Remove hold / Search bulk unhold / selected transactions.
5. Confirm “unheld this expense” also shows the delegate indicator.

Reject

1. As delegate, reject an expense with a reason (and optionally reject a whole report).
2. Confirm “rejected this expense” / reject comment / report-level reject show the delegate indicator.

Related paths (smoke)

1. Resolve duplicates by keeping one and holding the others → hold actions show delegate.
2. Move a held expense to unreported / self DM → unhold action shows delegate.
3. Delete a report that has held expenses → any optimistic unhold shows delegate.

Baseline

1. Without delegation, hold / unhold / reject still look normal (no delegate chip).

• Verify that no errors appear in the JS console

Offline tests

• Same as tests

QA Steps

• Same as tests

• 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
  • MacOS: Desktop
• 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 there are no new alerts related to the canBeMissing param for useOnyx
• I followed proper code patterns (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 shown in the product is localized by adding it to src/languages/* files and using the translation method
    • 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)
  • 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
• 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)
• I verified all code is DRY (the PR doesn't include any logic written more than once, with the exception of tests)
• I verified any variables that can be defined as constants (ie. in CONST.ts or at the top of the file that uses the constant) are defined as such
• I verified that if a function's arguments changed that all usages have also been updated correctly
• 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 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 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

Monosnap.screencast.2026-08-07.10-26-31.mp4

[Krishna2323]

@codex review

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Reviewed commit: dab2f29c97

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[codecov]

Codecov Report

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

Files with missing lines	Coverage Δ
src/components/AddExistingExpenseFooter.tsx	0.00% <ø> (ø)
src/hooks/useExpenseActions.ts	65.71% <ø> (ø)
src/hooks/useSearchBulkActions.ts	55.88% <ø> (ø)
src/hooks/useSelectedTransactionsActions.ts	78.12% <100.00%> (+0.08%)	⬆️
src/hooks/useUndeleteTransactions.ts	82.35% <100.00%> (+1.10%)	⬆️
src/libs/ReportUtils.ts	86.97% <100.00%> (+0.02%)	⬆️
src/libs/actions/IOU/Duplicate.ts	91.94% <100.00%> (ø)
src/libs/actions/IOU/Hold.ts	93.56% <100.00%> (ø)
src/libs/actions/IOU/RejectMoneyRequest.ts	77.18% <100.00%> (ø)
...c/pages/DynamicNewReportWorkspaceSelectionPage.tsx	87.12% <100.00%> (+0.12%)	⬆️
... and 17 more
... and 4 files with indirect coverage changes

[Krishna2323]

@MelvinBot review

[MelvinBot]

Review — LGTM ✅

Clean, well-scoped change. It adds a required delegateAccountID param to the five hold/unhold/reject optimistic builders (plus the two report-level reject builders) and threads a real value in via useDelegateAccountID() at every call site. Because the new param is required (number | undefined, no default), the compiler guarantees no call site was silently missed, and the test call sites are all updated accordingly.

Verified on this branch:

• All callers of the changed builders/actions are updated — changeMoneyRequestHoldStatus (15 sites), putOnHold/unholdRequest/putTransactionsOnHold (7), rejectExpenseReport, and the deleteAppReport / getChangeTransactionsReportOnyxData unhold paths.
• The context-menu hold/unhold path is fully wired: the delegateAccountID you now destructure in ContextMenuActions.tsx is already populated into the payload by BaseReportActionContextMenu.tsx, so it resolves to a real value when acting as a delegate.
• Param ordering is correct — delegateAccountID was inserted before the defaulted created/ancestors args, and every updated caller passes it in the right slot.

Re: the Codex comment on the reject callers — I confirmed that concern is already addressed on this branch. prepareRejectMoneyRequestData receives delegateAccountID from rejectMoneyRequest, and both entry points — RejectReasonPage.tsx and Search.ts — pass useDelegateAccountID() through. So expense reject shows the delegate indicator end-to-end, not just report-level reject. 👍

One note on verification: the delegate-specific behavior can't be exercised by single-account automated testing (it needs a copilot / act-as-delegate setup). That path is covered at the unit level by the new builder tests in ReportUtilsTest.ts, which assert each builder sets delegateAccountID (and leaves it undefined when not delegating). The manual copilot walkthrough in your Test steps remains the meaningful end-to-end check before merge.

No blocking issues found.

[melvin-bot]

@DylanDylann 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]

[DylanDylann]

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
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  • 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

Screen.Recording.2026-08-11.at.15.30.59.mov

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