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Use group policy filtering in create report flow - #98731

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puneetlath merged 14 commits into
Expensify:mainfrom
fedirjh:fix/370320-create-report-policy-filter
Aug 18, 2026
Merged

Use group policy filtering in create report flow#98731
puneetlath merged 14 commits into
Expensify:mainfrom
fedirjh:fix/370320-create-report-policy-filter

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@fedirjh

@fedirjh fedirjh commented Aug 16, 2026

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Explanation of Change

This PR continues https://github.com/Expensify/Expensify/issues/370320 by updating the create-report workspace flow to rely on group-policy eligibility instead of the deprecated isPolicyExpenseChatEnabled flag. The FAB create-report menu and the workspace selector now include group workspaces and exclude personal workspaces based on policy type, which matches the rest of the migrated flow.

Fixed Issues

$ Part of https://github.com/Expensify/Expensify/issues/370320

Tests

  1. Sign in to an account that has at least one group workspace and one personal workspace.
  2. Open the Create menu and choose Create report.
  3. Verify the personal workspace is not treated as an eligible create-report workspace.
  4. If the workspace selector is shown, verify the group workspace appears and the personal workspace does not.
  5. If the selector is skipped because only one eligible workspace remains, verify the flow proceeds with the group workspace and not the personal workspace.
  • Verify that no errors appear in the JS console

Offline tests

  1. Load the relevant group-workspace and personal-workspace data once while online.
  2. Go offline.
  3. Repeat steps 2-5 from Tests.
  4. Verify the same behavior still holds offline:
    • personal workspaces are not treated as eligible create-report workspaces
    • only group workspaces appear or are auto-used

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
  • 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

Screenshot 2026-08-16 at 8 40 18 PM Screenshot 2026-08-16 at 8 40 23 PM Screenshot 2026-08-16 at 8 40 29 PM

@fedirjh
fedirjh marked this pull request as ready for review August 16, 2026 20:09
@fedirjh
fedirjh requested review from a team as code owners August 16, 2026 20:09
@melvin-bot
melvin-bot Bot requested review from JmillsExpensify and MonilBhavsar and removed request for a team August 16, 2026 20:09
@melvin-bot

melvin-bot Bot commented Aug 16, 2026

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@MonilBhavsar 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]

@fedirjh
fedirjh requested a review from puneetlath August 16, 2026 20:11

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💡 Codex Review

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Reviewed commit: 1ca224452f

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Comment thread src/pages/inbox/sidebar/FABPopoverContent/menuItems/CreateReportMenuItem.tsx Outdated

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LGTM

Comment thread src/pages/inbox/sidebar/FABPopoverContent/menuItems/CreateReportMenuItem.tsx Outdated
@fedirjh
fedirjh requested a review from MonilBhavsar August 17, 2026 11:15

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Multiple tests are failing, please check

@MonilBhavsar

MonilBhavsar commented Aug 17, 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 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
    • 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 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

Screenshot 2026-08-18 at 6 30 26 PM
Android: HybridApp
Android: mWeb Chrome
iOS: HybridApp
iOS: mWeb Safari
MacOS: Chrome / Safari

@fedirjh

fedirjh commented Aug 17, 2026

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Seems Github is down.

@fedirjh
fedirjh requested a review from MonilBhavsar August 17, 2026 18:42
Comment thread src/pages/inbox/sidebar/FABPopoverContent/menuItems/CreateReportMenuItem.tsx Outdated
Co-authored-by: Monil Bhavsar <monilbhavsar25@gmail.com>
@MonilBhavsar

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Looks like some unrelated TS check is failing

@MonilBhavsar

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Being fixed here #98875. You can merge main then

@puneetlath
puneetlath merged commit 6a84277 into Expensify:main Aug 18, 2026
37 of 38 checks passed
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🚧 puneetlath 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.

@fedirjh
fedirjh deleted the fix/370320-create-report-policy-filter branch August 18, 2026 16:50
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🚀 Deployed to staging by https://github.com/puneetlath in version: 9.4.56-0 🚀

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

@MelvinBot

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Help site review — no changes required 📚

I reviewed the changes in this PR against the help articles under docs/articles, and no updates to Expensify's help site are needed.

Why: This is an internal refactor of which workspaces are eligible in the create-report flow — the FAB Create report menu and the workspace selector now derive eligibility from group-policy checks (getGroupPoliciesWhereReportCanBeCreated) instead of the deprecated isPolicyExpenseChatEnabled flag, so personal workspaces are excluded and group workspaces (Team / Corporate / Submit) are included. It renames no feature, tab, setting, label, or button, and adds no user-facing capability.

The relevant article, Create and Submit Reports, documents the flow at the user level (+ Create → Create report, opening a draft on your default workspace, with More → Change workspace to switch). It never documented the internal personal-vs-group eligibility rules this PR adjusts, so it remains accurate as written. A scan of the New Expensify docs found no article that describes personal workspaces as an option for report creation that this change would contradict.

No draft docs PR was created since there's nothing to update.

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

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🚀 Deployed to production by https://github.com/Beamanator in version: 9.4.56-3 🚀

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

Bundle Size Analysis (Sentry):

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6 participants