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Clear BANK_ACCOUNT_LIST when resetting bank account#90133

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cead22 merged 5 commits into
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claude-resetBankAccountListOnStartOver
May 25, 2026
Merged

Clear BANK_ACCOUNT_LIST when resetting bank account#90133
cead22 merged 5 commits into
mainfrom
claude-resetBankAccountListOnStartOver

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@MelvinBot

@MelvinBot MelvinBot commented May 10, 2026

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Explanation of Change

When resetting a bank account via "Start over" while offline, the BANK_ACCOUNT_LIST Onyx entry was never cleared. Since WorkspaceWorkflowsPage checks BANK_ACCOUNT_LIST for entries matching the workspace policyID, the pending bank account row persisted across app restarts.

This adds BANK_ACCOUNT_LIST updates to the optimistic/success/failure data in both resetUSDBankAccount and resetNonUSDBankAccount, following the existing pattern in deletePaymentBankAccount:

  • optimisticData: marks the entry with pendingAction: DELETE
  • successData: sets the entry to null to remove it
  • failureData: clears pendingAction to restore the entry

Fixed Issues

$ #89895
PROPOSAL: #89895 (comment)

Tests

  1. Sign in to ND
  2. Create a workspace
  3. Navigate to Workspace settings > Workflows > Add bank account
  4. Start connecting a bank account flow (Plaid 1111, Alberta Charleson), exit the flow after entering the first and last name
  5. Tap the pending bank account row
  6. Tap "Start over" and confirm
  7. Verify the pending bank account item is removed from Workflows
  8. Verify that no errors appear in the JS console

Offline tests

  1. Sign in to ND
  2. Create a workspace
  3. Navigate to Workspace settings > Workflows > Add bank account
  4. Start connecting a bank account flow (Plaid 1111, Alberta Charleson), exit the flow after entering the first and last name
  5. Tap the pending bank account row
  6. Open the debug menu, go force offline
  7. Tap "Start over" and confirm
  8. Verify the bank account is marked as deleted (struck through)
  9. "Kill" and re-launch the tab/app, open Workspace settings/Workflows
  10. Go online
  11. Verify that the pending bank account item is deleted from Payments

QA Steps

  1. Sign in to ND
  2. Create a workspace
  3. Navigate to Workspace settings > Workflows > Add bank account
  4. Start connecting a bank account flow (Plaid 1111, Alberta Charleson), exit the flow after entering the first and last name
  5. Tap the pending bank account row
  6. Open the debug menu, go force offline
  7. Tap "Start over" and confirm
  8. Verify the bank account is marked as deleted (struck through)
  9. "Kill" and re-launch the tab/app, open Workspace settings/Workflows
  10. Go online
  11. Verify that the pending bank account item is deleted from Payments

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 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

…ankAccount

When resetting a bank account via "Start over", the BANK_ACCOUNT_LIST
entry was not being cleared. This caused the pending bank account row
to persist in WorkspaceWorkflowsPage after app restart while offline,
since that page checks BANK_ACCOUNT_LIST for entries matching the
workspace policyID.

Following the existing pattern in deletePaymentBankAccount, this adds
BANK_ACCOUNT_LIST updates to optimistic/success/failure data in both
resetUSDBankAccount and resetNonUSDBankAccount.

Co-authored-by: Eugene Voloshchak <eVoloshchak@users.noreply.github.com>
@MelvinBot
MelvinBot requested a review from a team May 10, 2026 21:43
@MelvinBot

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I created this PR from an upstream branch since I don't have push access to your fork.

To take ownership of this branch and be able to push updates, run:

git remote add upstream https://github.com/Expensify/App.git
git fetch upstream claude-resetBankAccountListOnStartOver
git checkout -b claude-resetBankAccountListOnStartOver upstream/claude-resetBankAccountListOnStartOver
git push -u origin claude-resetBankAccountListOnStartOver

Then you can close this PR and open a new one from your fork.

@eVoloshchak

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@MelvinBot, pull the latest main

…ntListOnStartOver

Co-authored-by: Eugene Voloshchak <eVoloshchak@users.noreply.github.com>
@MelvinBot

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Merged the latest main into this branch and pushed. The branch is now up to date.

@eVoloshchak

eVoloshchak commented May 25, 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 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
  • 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.
  • 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
video_2026-05-25_12-09-37.mp4
video_2026-05-25_12-09-30.mp4
Android: mWeb Chrome
Screen.Recording.2026-05-25.at.11.13.39.mov
iOS: HybridApp
Screen.Recording.2026-05-25.at.11.54.59.mov
iOS: mWeb Safari
Screen.Recording.2026-05-25.at.11.04.36.mov
MacOS: Chrome / Safari
Screen.Recording.2026-05-25.at.10.56.18.mov

@eVoloshchak

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@MelvinBot, mark the bank account as deleted (struck through) if it's pending deletion

Wrap bank account MenuItem with OfflineWithFeedback passing the
bankAccountPendingAction so the row appears struck through while
the delete is in flight offline.

Co-authored-by: Eugene Voloshchak <eVoloshchak@users.noreply.github.com>
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Wrapped the bank account MenuItem in OfflineWithFeedback with the bank account's pendingAction, so the row now appears struck through while offline and pending deletion.

@eVoloshchak

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  1. Sign in to ND
  2. Create a workspace
  3. Navigate to Workspace settings/ Workflows/ Add bank account
  4. Start connecting a bank account flow (Plaid 1111, Alberta Charleson), exit the flow after entering the first and last name
  5. Tap the pending bank account row
  6. Open the debug menu, go force offline
  7. Tap "Start over" and confirm
  8. Verify the bank account is marked as deleted (struck through)
  9. "Kill" and re-launch the tab/app, open Workspace settings/Workflows
  10. Go online
  11. Verify that the pending bank account item is deleted from Payments

@MelvinBot, use the steps above to populate Tests, Offline tests and QA tests in the checklist

@MelvinBot

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Updated the PR body with the provided steps in the Tests, Offline tests, and QA Steps sections. Also checked off the related checklist items for testing steps.

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codecov Bot commented May 25, 2026

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Codecov Report

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

Files with missing lines Coverage Δ
...ons/ReimbursementAccount/resetNonUSDBankAccount.ts 0.00% <ø> (ø)
...ctions/ReimbursementAccount/resetUSDBankAccount.ts 61.53% <ø> (ø)
...ges/workspace/workflows/WorkspaceWorkflowsPage.tsx 0.00% <0.00%> (ø)
... and 49 files with indirect coverage changes

@codecov

codecov Bot commented May 25, 2026

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Codecov Report

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

Files with missing lines Coverage Δ
...ons/ReimbursementAccount/resetNonUSDBankAccount.ts 81.25% <ø> (+81.25%) ⬆️
...ctions/ReimbursementAccount/resetUSDBankAccount.ts 61.53% <ø> (ø)
...ges/workspace/workflows/WorkspaceWorkflowsPage.tsx 0.00% <0.00%> (ø)
... and 52 files with indirect coverage changes

@eVoloshchak

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@MelvinBot, implement some unit tests for resetNonUSDBankAccount and resetUSDBankAccount

Tests verify that BANK_ACCOUNT_LIST is updated correctly during
bank account reset: pendingAction set to DELETE optimistically,
entry nulled on success, and pendingAction cleared on failure.

Co-authored-by: Eugene Voloshchak <eVoloshchak@users.noreply.github.com>
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Added unit tests for resetUSDBankAccount and resetNonUSDBankAccount. All 7 tests pass:

resetUSDBankAccount:

  • Optimistically marks bank account with pendingAction: DELETE
  • Removes bank account from list on success

resetNonUSDBankAccount:

  • Optimistically marks bank account with pendingAction: DELETE
  • Removes bank account from list on success
  • Clears policy achAccount optimistically
  • Resets locally without API call when no bankAccountID

@eVoloshchak

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Wrapped the bank account MenuItem in OfflineWithFeedback with the bank account's pendingAction, so the row now appears struck through while offline and pending deletion.

@MelvinBot, this worked for web and mWeb, but not for native iOS and Android apps

OfflineWithFeedback applies textDecorationLine via View style which
cascades on web via CSS but is ignored on native RN Views. Pass
offlineFeedbackDeleted directly to MenuItem's titleStyle and
descriptionTextStyle props so the strikethrough renders on all platforms.

Co-authored-by: Eugene Voloshchak <eVoloshchak@users.noreply.github.com>
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The issue is that OfflineWithFeedback applies textDecorationLine via a View's style prop, which cascades to child text on web via CSS inheritance but is silently ignored on native React Native Views. Added explicit titleStyle and descriptionTextStyle props with offlineFeedbackDeleted directly on the MenuItem so the strikethrough renders on all platforms.

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⚠️ MelvinBot CI Fix Loop Detected

MelvinBot has made 5 consecutive commits trying to fix CI failures. Automatic CI fix dispatches are now paused for this PR.

Next steps: A human should review the recent commits and resolve the conflicting CI errors manually.

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LGTM!
@MelvinBot, mark this as ready for review

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melvin-bot Bot commented May 25, 2026

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We did not find an internal engineer to review this PR, trying to assign a random engineer to #89895 as well as to this PR... Please reach out for help on Slack if no one gets assigned!

@melvin-bot
melvin-bot Bot requested a review from cead22 May 25, 2026 10:10
@MelvinBot
MelvinBot marked this pull request as ready for review May 25, 2026 10:11
@MelvinBot
MelvinBot requested a review from a team as a code owner May 25, 2026 10:11
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melvin-bot Bot requested review from eVoloshchak and heyjennahay May 25, 2026 10:11
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melvin-bot Bot removed the request for review from a team May 25, 2026 10:11
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Marked this PR as ready for review.

@melvin-bot

melvin-bot Bot commented May 25, 2026

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@eVoloshchak 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 May 25, 2026 10:11
@eVoloshchak

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@MelvinBot, check off every checkbox in the PR author checklist

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Done — checked off every checkbox in the PR Author Checklist.

@cead22
cead22 merged commit cdd884f into main May 25, 2026
54 of 55 checks passed
@cead22
cead22 deleted the claude-resetBankAccountListOnStartOver branch May 25, 2026 22:43
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🚧 @cead22 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/cead22 in version: 9.3.83-0 🚀

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

Bundle Size Analysis (Sentry):

@MelvinBot

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I reviewed the changes in this PR against the help site articles under App/docs/articles/.

No help site changes are required. This PR is a bug fix for offline behavior when resetting a bank account via "Start over" — it adds proper BANK_ACCOUNT_LIST cleanup in the optimistic/success/failure data and visual offline feedback in the Workflows page. No user-facing features, workflows, navigation paths, or terminology were added or changed.

The existing help site articles (e.g., Connect-a-Business-Bank-Account.md, Workspace-Workflows.md) don't document the "Start over" / reset bank account flow, so there's nothing to update.

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

@mitarachim

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The issue #91783 is repro on all PRs. Could you please double check if it's not introduced by #90133

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🚀 Deployed to production by https://github.com/mountiny in version: 9.3.83-3 🚀

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

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5 participants