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fix: hide create report button on submit empty state for users without paid group policy chat and policy chat disabled #64915

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luacmartins merged 3 commits into
Expensify:mainfrom
linhvovan29546:fix/64646-create-report-button-appear-on-empty-submit-state-when-policy-expense-chat-disable
Jul 7, 2025
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fix: hide create report button on submit empty state for users without paid group policy chat and policy chat disabled #64915
luacmartins merged 3 commits into
Expensify:mainfrom
linhvovan29546:fix/64646-create-report-button-appear-on-empty-submit-state-when-policy-expense-chat-disable

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@linhvovan29546

@linhvovan29546 linhvovan29546 commented Jun 25, 2025

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Explanation of Change

This PR hide 'Create report' button on Submit suggested search empty state when the user has a paid group policy with expense chat disabled

Fixed Issues

$ #64646
PROPOSAL: #64646 (comment)

Tests

Pre-requisite
The account your testing with is only a member of workspaces that aren’t NewDot compatible (don’t have the isPolicyExpenseChatEnabled: true policyNVP)

Action Performed (including steps to get an account into that state):

  1. Create an account on expensify.com via “Sign in” button
  2. [Auto] you’ll be redirected to new.expensify.com
  3. Choose “Something else” (so a workspace isn’t created)
  4. Go to Account > “Switch to Expensify Classic”
  5. Create a Control workspace on OldDot (so it doesn’t have isPolicyExpenseChatEnabled: true set)
  6. Click “Try New Expensify” to toggle back to NewDot
  7. Click + > Create report
  8. Observe the “coming soon” blocking modal.
  9. Go to the Reports page
  10. Click on Submit in the LHN
  11. Verify the "Create report" button is not display in empty state UI
  • Verify that no errors appear in the JS console

Offline tests

Same as test above

QA Steps

Same as test above

  • 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)
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  • 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 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 458885463-45d710b4-e905-49e2-a295-c8ab8e6e2895
Android: mWeb Chrome 458885007-431909cb-e8c4-475b-8aa3-d03a64234286
iOS: Native

Simulator Screenshot - iPhone 16 Pro Max - 2025-07-04 at 23 22 52

iOS: mWeb Safari

Simulator Screenshot - iPhone 16 Pro Max - 2025-07-04 at 23 25 44

MacOS: Chrome / Safari Screenshot 2025-07-04 at 23 22 08
MacOS: Desktop 458884882-134fd79c-1968-4f63-867e-57c0b00087ac

@linhvovan29546 linhvovan29546 changed the title chore: hide create report button on submit empty state when isPolicyE… Hide Create report button on Submit empty state if isPolicyExpenseChatEnabled disable Jun 25, 2025
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Hmm, the test failures don’t seem related. I’ll merge main later.

@linhvovan29546 linhvovan29546 marked this pull request as ready for review June 25, 2025 13:17
@linhvovan29546 linhvovan29546 requested a review from a team as a code owner June 25, 2025 13:17
@melvin-bot melvin-bot Bot requested a review from shubham1206agra June 25, 2025 13:18
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melvin-bot Bot commented Jun 25, 2025

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@shubham1206agra 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 removed the request for review from a team June 25, 2025 13:18
@luacmartins luacmartins self-requested a review June 25, 2025 15:38
luacmartins
luacmartins previously approved these changes Jun 25, 2025

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LGTM

Comment thread src/libs/SearchUIUtils.ts Outdated
@linhvovan29546 linhvovan29546 changed the title Hide Create report button on Submit empty state if isPolicyExpenseChatEnabled disable Reports: Hide Submit section for users without paid group policy chat and policy chat disabled Jul 1, 2025
@linhvovan29546 linhvovan29546 changed the title Reports: Hide Submit section for users without paid group policy chat and policy chat disabled Reports: Hide Submit/Pay/Approve section for users without paid group policy chat and policy chat disabled Jul 2, 2025
@linhvovan29546

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@shubham1206agra I've updated

luacmartins
luacmartins previously approved these changes Jul 2, 2025
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Screenshot 2025-07-04 at 4 42 27 PM

@linhvovan29546 I am still seeing one more suggested option

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@shubham1206agra I've updated. I noticed that section is still in progress, so I will ping the author to make sure they don't miss this.

@linhvovan29546 linhvovan29546 changed the title Reports: Hide Submit/Pay/Approve section for users without paid group policy chat and policy chat disabled Reports: Hide Submit/Pay/Approve/Accounting section for users without paid group policy chat and policy chat disabled Jul 4, 2025
@linhvovan29546 linhvovan29546 changed the title Reports: Hide Submit/Pay/Approve/Accounting section for users without paid group policy chat and policy chat disabled Reports: Hide Todo/Accounting section for users without paid group policy chat and policy chat disabled Jul 4, 2025
@shubham1206agra

shubham1206agra commented Jul 4, 2025

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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
    • 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 there are no new alerts related to the canBeMissing param for useOnyx
  • 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 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 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 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)
  • 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
  • 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
    • 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
    • For Class Components, any internal methods passed to components event handlers are bound to this properly so there are no scoping issues (i.e. for onClick={this.submit} the method this.submit should be bound to this in the constructor)
    • 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
  • xIf 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.
  • 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.
  • 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

Android: HybridApp

NA

Android: mWeb Chrome Screenshot 2025-07-04 at 5 16 53 PM
iOS: HybridApp Screenshot 2025-07-04 at 5 40 30 PM
iOS: mWeb Safari Screenshot 2025-07-04 at 5 13 49 PM
MacOS: Chrome / Safari Screenshot 2025-07-04 at 10 06 52 PM
MacOS: Desktop Screenshot 2025-07-04 at 5 22 27 PM

@melvin-bot melvin-bot Bot requested a review from luacmartins July 4, 2025 12:56
@trjExpensify

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Hang on, wait. What is this PR doing?

@trjExpensify

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How did we get to "completely hiding the "Todo/Accounting sections" from this in the expected results of the linked issue:

image

@trjExpensify

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And this proposal @linhvovan29546 put forward:

image

@linhvovan29546

linhvovan29546 commented Jul 4, 2025

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@trjExpensify Yeah, that was my initial implementation. Then @shubham1206agra suggested hiding the section, and @luacmartins agreed. If we only need to hide the button, I will revert the change.

Ref: #64915 (comment)

…ty-submit-state-when-policy-expense-chat-disable
@shubham1206agra

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@trjExpensify, is there a case we need to show the suggested section, since there are no expenses possible given the configuration?

@linhvovan29546

linhvovan29546 commented Jul 4, 2025

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is there a case we need to show the suggested section

@shubham1206agra I just rechecked with the account has precondition from OP. We have the case the user creates a workspace in ND, submits an expense, and then deletes the second workspace

  1. If we use the check from above, then the section will be hidden.
  2. If we only apply the check to the button, then the section will still be shown, and the expense display as archive

I think option (2) is correct. (1) seems like a bug. cc @trjExpensify

Screen.Recording.2025-07-04.at.21.35.48.mov

@shubham1206agra

shubham1206agra commented Jul 4, 2025

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@linhvovan29546 But both workspaces should be present according to the code, although you deleted the 2nd workspace. The deleted workspace should be present but in the Archive state.

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is there a case we need to show the suggested section

@shubham1206agra I just rechecked with the account has precondition from OP. We have the case the user creates a workspace, submits an expense, and then deletes the workspace

1. If we use the check from above, then the section will be hidden.

2. If we only apply the check to the button, then the section will still be shown, and the expense display as archive

I think option (2) is correct. (1) seems like a bug. cc @trjExpensify
Screenshot 2025-07-04 at 21 09 27

@linhvovan29546 This problem still exists on main if I remove all the workspaces. So, not sure what should be done here. But the bug does not belong to this PR.

@linhvovan29546

linhvovan29546 commented Jul 4, 2025

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@shubham1206agra I didn’t delete all the workspaces the workspace created from OD must exists

Edit: I've updated the comment above

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@shubham1206agra I didn’t delete all the workspaces the workspace created from OD must exists

Edit: I've updated the comment above

@linhvovan29546 I am just saying this bug exists on main. Imagine there is no OD workspace, and then perform the same step.

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I think we should just focus on the Create report button right now here, as per the scope of the issue. If we want to make any changes to when sections of suggested search shows we can discuss that elsewhere and follow-up accordingly.

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I think we should just focus on the Create report button right now here, as per the scope of the issue. If we want to make any changes to when sections of suggested search shows we can discuss that elsewhere and follow-up accordingly.

@trjExpensify We can, but the changes will be redundant honestly.

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@linhvovan29546 Can you revert to the original changes? Since the new changes require discussion internally.

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Sure! Just note that I will force push.

@linhvovan29546 linhvovan29546 force-pushed the fix/64646-create-report-button-appear-on-empty-submit-state-when-policy-expense-chat-disable branch from 70d5b27 to 28cbcc9 Compare July 4, 2025 16:23
@linhvovan29546 linhvovan29546 changed the title Reports: Hide Todo/Accounting section for users without paid group policy chat and policy chat disabled fix: hide create report button on submit empty state for users without paid group policy chat and policy chat disabled Jul 4, 2025
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@shubham1206agra I've reverted the change.

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Screenshot 2025-07-04 at 10 06 52 PM

Updated screenshot

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@luacmartins This is ready for merge now.

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LGTM

@luacmartins luacmartins merged commit 1a77feb into Expensify:main Jul 7, 2025
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OSBotify commented Jul 7, 2025

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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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github-actions Bot commented Jul 8, 2025

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🚀 Deployed to staging by https://github.com/luacmartins in version: 9.1.78-0 🚀

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

@linhvovan29546 linhvovan29546 deleted the fix/64646-create-report-button-appear-on-empty-submit-state-when-policy-expense-chat-disable branch July 9, 2025 00:33
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🚀 Deployed to production by https://github.com/mountiny in version: 9.1.78-4 🚀

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

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5 participants