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83369 migrate reports core part 4#90682

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mjasikowski merged 32 commits into
Expensify:mainfrom
huult:83369-migrate-reports-core-part-4
May 26, 2026
Merged

83369 migrate reports core part 4#90682
mjasikowski merged 32 commits into
Expensify:mainfrom
huult:83369-migrate-reports-core-part-4

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@huult

@huult huult commented May 14, 2026

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Explanation of Change

Fixed Issues

$ #83369
PROPOSAL:

Tests

Same QA step

  • Verify that no errors appear in the JS console

Offline tests

QA Steps

PROFILE (a/:accountID)

  1. Open any chat with another user
  2. Tap the user's avatar or name to navigate to their profile page
  3. Verify the profile page loads correctly (name, avatar, contact info displayed)
  4. In a chat thread, tap the thread author's avatar — verify it navigates to their profile
  5. In an expense report, tap the report owner's avatar — verify profile opens
  6. Tap a @mention in a chat message — verify it navigates to the mentioned user's profile
  7. Verify the browser URL uses the format /a/ (no backTo param in the URL)
  8. Navigate back — verify you return to the correct previous screen

PROFILE_AVATAR (avatar/:accountID)

  1. Navigate to any user's profile (via steps above)
  2. Tap the user's avatar image to view it full-screen
  3. Verify the avatar modal opens and displays the image correctly
  4. Verify the URL uses the format /avatar/
  5. In a room header with multiple avatars, tap one — verify the avatar modal opens
  6. Navigate back — verify you return to the profile or previous screen

EDIT_REPORT_FIELD (edit/policyField/:policyID/:fieldID)

  1. Create or open a workspace that has custom report fields configured
  2. Open an expense report in that workspace
  3. Tap on the report title (which is a report field) to edit it
  4. Verify the edit field page loads with the correct field value
  5. Modify the value and save — verify it updates
  6. From the report details view, tap on any custom report field — verify the edit page opens
  7. Verify the URL uses the format /edit/policyField//
  8. Navigate back — verify you return to the report

NEW_REPORT_WORKSPACE_SELECTION (new-report-workspace-selection)

  1. Ensure you belong to multiple workspaces with chat enabled
  2. Tap the FAB (+) button and select "Create report"
  3. If workspace selection is required, verify you're navigated to the workspace selection page
  4. Verify the URL is /new-report-workspace-selection
  5. Select a workspace — verify the flow continues correctly
  6. Repeat from the Search page's create button — verify the same workspace selection page opens
  7. Test with isMovingExpenses=true by moving an expense between reports — verify the query param is passed
  • 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 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
Screen.Recording.2026-05-15.at.15.42.21.mov

@huult huult requested review from a team as code owners May 14, 2026 14:28
@melvin-bot melvin-bot Bot requested review from mananjadhav and trjExpensify and removed request for a team May 14, 2026 14:28
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melvin-bot Bot commented May 14, 2026

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@mananjadhav 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 14, 2026 14:28
@codecov

codecov Bot commented May 14, 2026

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Codecov Report

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

Files with missing lines Coverage Δ
src/SCREENS.ts 100.00% <ø> (ø)
...gineProvider/HTMLRenderers/MentionUserRenderer.tsx 98.00% <100.00%> (ø)
...equestReportView/MoneyRequestReportActionsList.tsx 64.63% <100.00%> (+0.13%) ⬆️
src/components/RoomHeaderAvatars.tsx 0.00% <ø> (ø)
.../SearchPageHeader/SearchActionsBarCreateButton.tsx 96.05% <ø> (ø)
src/hooks/useAvatarMenu.ts 0.00% <ø> (ø)
src/hooks/useCreateReport.tsx 100.00% <ø> (ø)
src/libs/Navigation/AppNavigator/AuthScreens.tsx 82.79% <ø> (ø)
...ateRootStackNavigator/GetStateForActionHandlers.ts 30.54% <ø> (ø)
...rc/libs/Navigation/helpers/getCreateReportRoute.ts 68.75% <100.00%> (ø)
... and 31 more
... and 8 files with indirect coverage changes

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💡 Codex Review

Here are some automated review suggestions for this pull request.

Reviewed commit: 34f8fe8e09

ℹ️ About Codex in GitHub

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  • Mark a draft as ready
  • Comment "@codex review".

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Codex can also answer questions or update the PR. Try commenting "@codex address that feedback".

Comment thread src/ROUTES.ts
@trjExpensify trjExpensify removed their request for review May 15, 2026 01:00
@trjExpensify

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PR doesn’t need product input as a refactor PR. Unassigning and unsubscribing myself.

@huult

huult commented May 15, 2026

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@MelvinBot I migrated EDIT_REPORT_FIELD, PROFILE, PROFILE_AVATAR, and NEW_REPORT_WORKSPACE_SELECTION to use dynamic routes in this PR.

Could you help create some test steps so I can verify everything works correctly? Thanks!

@MelvinBot

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Here are test steps for each migrated route:

1. PROFILE (a/:accountID)

  1. Open any chat with another user
  2. Tap the user's avatar or name to navigate to their profile page
  3. Verify the profile page loads correctly (name, avatar, contact info displayed)
  4. In a chat thread, tap the thread author's avatar — verify it navigates to their profile
  5. In an expense report, tap the report owner's avatar — verify profile opens
  6. Tap a @mention in a chat message — verify it navigates to the mentioned user's profile
  7. Verify the browser URL uses the format /a/<accountID> (no backTo param in the URL)
  8. Navigate back — verify you return to the correct previous screen

2. PROFILE_AVATAR (avatar/:accountID)

  1. Navigate to any user's profile (via steps above)
  2. Tap the user's avatar image to view it full-screen
  3. Verify the avatar modal opens and displays the image correctly
  4. Verify the URL uses the format /avatar/<accountID>
  5. In a room header with multiple avatars, tap one — verify the avatar modal opens
  6. Navigate back — verify you return to the profile or previous screen

3. EDIT_REPORT_FIELD (edit/policyField/:policyID/:fieldID)

  1. Create or open a workspace that has custom report fields configured
  2. Open an expense report in that workspace
  3. Tap on the report title (which is a report field) to edit it
  4. Verify the edit field page loads with the correct field value
  5. Modify the value and save — verify it updates
  6. From the report details view, tap on any custom report field — verify the edit page opens
  7. Verify the URL uses the format /edit/policyField/<policyID>/<fieldID>
  8. Navigate back — verify you return to the report

4. NEW_REPORT_WORKSPACE_SELECTION (new-report-workspace-selection)

  1. Ensure you belong to multiple workspaces with chat enabled
  2. Tap the FAB (+) button and select "Create expense" or "Create report"
  3. If workspace selection is required, verify you're navigated to the workspace selection page
  4. Verify the URL is /new-report-workspace-selection
  5. Select a workspace — verify the flow continues correctly
  6. Repeat from the Search page's create button — verify the same workspace selection page opens
  7. Test with isMovingExpenses=true by moving an expense between reports — verify the query param is passed

General checks (all routes)

  • Verify no JS console errors on any navigation
  • Deep-link each URL directly in the browser — verify the correct page loads
  • Test on both wide (desktop) and narrow (mobile) layouts
  • Navigate back from each page — verify the back navigation works correctly

@huult

huult commented May 15, 2026

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@mananjadhav This PR is ready for review

@mananjadhav mananjadhav left a comment

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Small comments, left to test this. Will focus on finishing the checklist tomorrow,.

Comment thread src/libs/Navigation/types.ts Outdated
Comment thread src/pages/DynamicEditReportFieldPage.tsx
Comment thread src/pages/DynamicNewReportWorkspaceSelectionPage.tsx
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Reviewing again.

@mananjadhav mananjadhav left a comment

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Left a few comments.

Comment thread src/pages/DynamicEditReportFieldPage.tsx Outdated
Comment thread src/pages/DynamicEditReportFieldPage.tsx
setIsFloatingMessageCounterVisible,
scrollToEnd: reportScrollManager.scrollToEnd,
resetKey: report.reportID,
resetKey: report?.reportID ?? reportIDFromRoute ?? '',

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Any reason we had to change this?

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While testing, I found an app crash caused by resetKey being undefined due to report?.reportID. We should add a fallback: if report?.reportID is unavailable, then use reportIDFromRoute or '' like

reportID: report?.reportID ?? reportIDFromRoute ?? '',

Comment thread src/libs/Navigation/types.ts Outdated
Comment thread src/libs/ReportUtils.ts Outdated
Comment thread src/libs/ReportUtils.ts Outdated
Comment thread src/libs/ReportUtils.ts Outdated
Comment thread src/pages/DynamicEditReportFieldPage.tsx Outdated
Comment thread src/pages/ProfilePage.tsx Outdated
Comment thread src/pages/ReportDetailsPage.tsx
@huult

huult commented May 22, 2026

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@mananjadhav I’ve updated your comment, thanks.

@mananjadhav

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I did the code review can you resolve conflicts and lint error? Will get started on the testing once done.

@huult

huult commented May 22, 2026

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I did the code review can you resolve conflicts and lint error? Will get started on the testing once done.

Fixed conflicts and ESLint issues. Could you please check it?

@mananjadhav

mananjadhav commented May 26, 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
Android: mWeb Chrome
iOS: HybridApp
iOS: mWeb Safari
MacOS: Chrome / Safari
web-report-core-4.mov
web-report-core-4-workspace-selection.mov

@melvin-bot melvin-bot Bot requested a review from mjasikowski May 26, 2026 03:43
@mjasikowski mjasikowski merged commit cebbd25 into Expensify:main May 26, 2026
40 checks passed
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🚧 @mjasikowski 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/mjasikowski 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 files under App/docs/articles.

No help site changes are required. This PR is a purely internal routing/navigation refactor — it migrates PROFILE, PROFILE_AVATAR, EDIT_REPORT_FIELD, and NEW_REPORT_WORKSPACE_SELECTION routes to use dynamic route definitions. No user-facing behavior, features, UI labels, or workflows are changed.

I checked the relevant help site articles (e.g., Enable-Report-Fields.md, Managing-Workspace-Members.md, profile-related travel docs) and none reference internal route paths or are affected by this migration.

@huult, 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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Deploy Blocker #91838 was identified to be related to this PR.

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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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7 participants