Skip to content

[CP Staging] Fix two staging deploy blockers from report-layout None feature#93154

Merged
MariaHCD merged 4 commits into
Expensify:mainfrom
allgandalf:fix-report-layout-staging-blockers
Jun 10, 2026
Merged

[CP Staging] Fix two staging deploy blockers from report-layout None feature#93154
MariaHCD merged 4 commits into
Expensify:mainfrom
allgandalf:fix-report-layout-staging-blockers

Conversation

@allgandalf

Copy link
Copy Markdown
Contributor

Explanation of Change

Two deploy blockers from App#91952:

93133: SetNameValuePairs was sent as nameValuePairs: JSON.stringify(...). Web-E's Request::getArray returns [] for a non-array param, so the server persisted nothing and expensify_layoutOption never made it to the DB, which is why None did not survive a cache reset. Each NVP now goes out as its own nameValuePairs[<name>] form field so PHP parses it as an associative array.

93130: the popover pill is derived from two useOnyx reads. When toggling None → Tag the optimistic write of (layoutOption=null, groupByOption=tag) lands in two separate render passes, and the in-between (null, null) state falls through to the CATEGORY default in getReportLayoutSelection. Latched the last-clicked selection in local state until Onyx settles to match.

Fixed Issues

$ #93133
$ #93130
PROPOSAL:

Tests

  1. Open a workspace chat with an expense report that has 2+ expenses.
  2. Open the report and click the Group-by pill > None.
  3. Verify the pill shows blank (None) and the rows render flat with no group headers.
  4. Refresh the page. Verify the pill still shows None and the rows are still flat.
  5. Account > Troubleshoot > Clear cache and restart > Reset and refresh. Open the same report. Verify the pill still shows None and the rows are still flat.
  6. Click Group-by > Tag. Verify the pill transitions None → Tag with no Category flash in between.
  7. Click Group-by > None, then immediately Group-by > Tag. Repeat None ↔ Tag a few times. Verify the pill never shows Category between selections.
  8. Click Group-by > Category. Verify the pill shows Category and the rows group under category headers.
  9. Click Group-by > None > Tag > None > Tag (the exact 93130 repro). Verify no Category flash on any step.
  • Verify that no errors appear in the JS console

Offline tests

  1. Go offline (DevTools > Network > Offline).
  2. Toggle the Group-by pill through None > Tag > Category > None. Verify each click updates the pill immediately and the rows re-render to match, with no Category flash between selections.
  3. Go back online. Refresh the page. Verify the last-chosen selection persists.

QA Steps

  1. On staging.new.expensify.com, open a workspace chat with an expense report that has 2+ expenses.
  2. Open the report and click the Group-by pill > None.
  3. Refresh and verify the pill still shows None.
  4. Account > Troubleshoot > Clear cache and restart > Reset and refresh. Open the same report and verify the pill still shows None.
  5. Toggle Group-by through None > Tag > None > Tag a few times. Verify the pill never flashes Category between selections.
  6. Toggle Group-by > Category > Tag > None. Verify each transition is clean.
  • 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 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 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

Web-E's Request::getArray returns [] for a JSON-string-encoded param, so the
prior JSON.stringify caused the server to receive zero NVPs and persist
nothing. Each NVP now rides as its own nameValuePairs[<name>] form field
so PHP's $_REQUEST parses it as an associative array. Fixes issue Expensify#93133.
The pill and the grouped/flat render are derived from two independent
useOnyx hooks, so the optimistic write of (layoutOption=null,
groupByOption=tag) lands in two separate render passes and the in-between
(null, null) state falls through to the CATEGORY default. Latch the user's
last clicked selection until Onyx catches up so the popover never flashes
Category between None and Tag. Fixes issue Expensify#93130.
@allgandalf
allgandalf requested review from a team as code owners June 10, 2026 07:19
@melvin-bot
melvin-bot Bot requested review from heyjennahay and rojiphil June 10, 2026 07:19
@melvin-bot

melvin-bot Bot commented Jun 10, 2026

Copy link
Copy Markdown

@rojiphil 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 requested review from a team and MariaHCD and removed request for a team June 10, 2026 07:19
@melvin-bot

melvin-bot Bot commented Jun 10, 2026

Copy link
Copy Markdown

@MariaHCD 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]

@chatgpt-codex-connector chatgpt-codex-connector Bot left a comment

Copy link
Copy Markdown

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

💡 Codex Review

Here are some automated review suggestions for this pull request.

Reviewed commit: 01e4d332e1

ℹ️ About Codex in GitHub

Codex has been enabled to automatically review pull requests in this repo. Reviews are triggered when you

  • Open a pull request for review
  • Mark a draft as ready
  • Comment "@codex review".

If Codex has suggestions, it will comment; otherwise it will react with 👍.

When you sign up for Codex through ChatGPT, Codex can also answer questions or update the PR, like "@codex address that feedback".

// (layoutOption=null, groupByOption=null) → CATEGORY default while the two NVPs settle in separate render passes.
const [pendingLayoutSelection, setPendingLayoutSelection] = useState<OnyxTypes.ReportLayoutSelection | null>(null);
const onyxLayoutSelection = getReportLayoutSelection(reportLayoutOption, reportLayoutGroupBy);
const currentSelection: OnyxTypes.ReportLayoutSelection = pendingLayoutSelection && pendingLayoutSelection !== onyxLayoutSelection ? pendingLayoutSelection : onyxLayoutSelection;

Copy link
Copy Markdown

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

P2 Badge Clear the latched layout after Onyx settles

When a clicked layout reaches Onyx, pendingLayoutSelection is left populated; any later Onyx change while this component stays mounted (for example the failureData rollback after a rejected SetNameValuePairs request, or a preference update from another client) will have pendingLayoutSelection !== onyxLayoutSelection and this line will keep rendering/grouping by the stale local choice indefinitely. The latch should be reset once the pending value matches Onyx (or when the write fails) so subsequent authoritative Onyx updates can be reflected.

Useful? React with 👍 / 👎.

@codecov

codecov Bot commented Jun 10, 2026

Copy link
Copy Markdown

Codecov Report

❌ Looks like you've decreased code coverage for some files. Please write tests to increase, or at least maintain, the existing level of code coverage. See our documentation here for how to interpret this table.

Files with missing lines Coverage Δ
src/libs/actions/ReportLayout.ts 86.04% <100.00%> (+0.68%) ⬆️
...stReportView/MoneyRequestReportTransactionList.tsx 0.55% <0.00%> (-0.02%) ⬇️
... and 116 files with indirect coverage changes

Without the clear, a later authoritative Onyx update (failureData rollback
on a rejected SetNameValuePairs request, or a preference change from
another client) would keep the stale local choice masking the real state.
Addresses Codex review on PR Expensify#93154.
@allgandalf

Copy link
Copy Markdown
Contributor Author

Seems resolved:

Screen.Recording.2026-06-10.at.1.21.46.PM.mov

@rojiphil

Copy link
Copy Markdown
Contributor

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 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
  • 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
93154-android-hybrid-001.mp4
Android: mWeb Chrome
93154-mweb-chrome-001.mp4
iOS: HybridApp
93154-ios-hybrid-001.mp4
iOS: mWeb Safari
93154-mweb-safari-001.mp4
MacOS: Chrome / Safari
93154-web-chrome-001.mp4

@rojiphil rojiphil left a comment

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Thanks @allgandalf for the fixes.

@MariaHCD Changes LGTM.
Approving for your review. Thanks.

@MariaHCD MariaHCD changed the title Fix two staging deploy blockers from report-layout None feature [CP Staging] Fix two staging deploy blockers from report-layout None feature Jun 10, 2026
@MariaHCD
MariaHCD merged commit d4fc0fa into Expensify:main Jun 10, 2026
34 checks passed
OSBotify pushed a commit that referenced this pull request Jun 10, 2026
…lockers

[CP Staging] Fix two staging deploy blockers from report-layout None feature

(cherry picked from commit d4fc0fa)

(cherry-picked to staging by mountiny)
@OSBotify OSBotify added the CP Staging marks PRs that have been CP'd to staging label Jun 10, 2026
@github-actions

Copy link
Copy Markdown
Contributor

🚧 @MariaHCD has triggered a test Expensify/App build. You can view the workflow run here.

@OSBotify

Copy link
Copy Markdown
Contributor

🚀 Cherry-picked to staging by https://github.com/mountiny in version: 9.4.2-2 🚀

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

Bundle Size Analysis (Sentry):

@MelvinBot

Copy link
Copy Markdown
Contributor

🤖 Help site review: no doc changes required.

This PR is a bug fix that restores the intended behavior of the existing Report Layout (Group‑by) feature — it doesn't add a feature, rename anything, or change any user‑facing label or workflow:

The relevant help article — Using-Reports-in-New-Expensify.md ("How to group expenses by category or tag using Report Layout") — already documents the correct behavior, including "Your selected layout will be remembered and applied to other reports you view." That is precisely the behavior these fixes repair, so the docs are now accurate and need no edits as a result of this PR.

One pre-existing doc observation (not caused by this PR)

The article describes accessing the layout via the More icon (three dots) and lists the options as Group by category / Group by tag / Don't group, whereas the current UI exposes a dedicated Group-by pill/dropdown. If the access path or option labels have drifted from the live UI, that's a separate, pre-existing accuracy cleanup unrelated to these two blockers — happy to open a doc PR for it if you'd like, but it's out of scope here.

Since no documentation update is required for the changes in this PR, I did not create a draft help‑site PR.

@allgandalf, please confirm you agree no help‑site changes are needed for this PR. If you'd like me to refresh the article's access path / option labels against the live UI as a separate cleanup, reply @MelvinBot and I'll open a draft doc PR.

@MariaHCD

Copy link
Copy Markdown
Contributor

@Julesssss

Copy link
Copy Markdown
Contributor

Keeping an eye on QA testing

@OSBotify

Copy link
Copy Markdown
Contributor

🚀 Cherry-picked to staging by https://github.com/mountiny in version: 9.4.4-1 🚀

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

Bundle Size Analysis (Sentry):

@MelvinBot

Copy link
Copy Markdown
Contributor

Help site review — no docs changes required

I reviewed the four changed files in this PR against the help articles under docs/articles. No help site updates are required for this PR.

This PR is two bug fixes to the existing Group by (Report Layout) feature, not a new feature or a user-facing change:

  • 93133setReportLayout now sends each NVP as its own nameValuePairs[<name>] form field so the backend persists the value (the old single JSON string was read back as empty). Pure serialization fix.
  • 93130MoneyRequestReportTransactionList latches the last-clicked selection in local state until Onyx settles, so the pill no longer flashes Category while toggling None ↔ Tag. Internal render fix.

The user-facing behavior (group expenses by Category, Tag, or None) is unchanged — these fixes just make the already-documented behavior work correctly. The feature is covered today in Using-Reports-in-New-Expensify.md, and nothing in this diff changes what that article describes.

Pre-existing doc observation (out of scope for this PR)

While reviewing, I noticed the existing "How to group expenses by category or tag using Report Layout" section describes the access path as the More (three-dots) menu with options Group by category / Group by tag / Don't group, whereas this PR's testing steps reference a Group by pill with options None / Tag / Category. If the entry point and labels have since changed to the pill, that article may be stale — but that is a separate pre-existing accuracy gap, not something introduced by this PR, so I have not created a docs PR for it. Worth a follow-up if you can confirm the current UI.

@OSBotify

Copy link
Copy Markdown
Contributor

🚀 Deployed to production by https://github.com/Julesssss in version: 9.4.4-3 🚀

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

@OSBotify

Copy link
Copy Markdown
Contributor

🚀 Cherry-picked to staging by https://github.com/mountiny in version: 9.4.5-0 🚀

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

Bundle Size Analysis (Sentry):

@MelvinBot

Copy link
Copy Markdown
Contributor

⏱️ Ran out of time before I could finish. This usually means the task was too complex or I got stuck exploring. Please try again with a more specific request or post in #melvinbot-ai.

Run details

@OSBotify

Copy link
Copy Markdown
Contributor

🚀 Deployed to production by https://github.com/Julesssss in version: 9.4.5-6 🚀

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

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

CP Staging marks PRs that have been CP'd to staging

Projects

None yet

Development

Successfully merging this pull request may close these issues.

6 participants