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LHN - Keep Self DM visible while distance expense loads#93167

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carlosmiceli merged 3 commits into
Expensify:mainfrom
KJ21-ENG:KJ21-ENG/92552-self-dm-track-expense-lhn
Jun 22, 2026
Merged

LHN - Keep Self DM visible while distance expense loads#93167
carlosmiceli merged 3 commits into
Expensify:mainfrom
KJ21-ENG:KJ21-ENG/92552-self-dm-track-expense-lhn

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@KJ21-ENG

@KJ21-ENG KJ21-ENG commented Jun 10, 2026

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Explanation of Change

This PR keeps an existing hidden Self DM visible in the LHN while a track-distance expense is still pending.

When trackExpense() optimistically updates a Self DM report, it now normalizes the current user's hidden participant notification preference to the report's default preference. For Self DM, that default is MUTE, matching the existing optimistic Self DM creation path. This keeps the Self DM eligible for the LHN after the user navigates away while the distance expense is still loading.

This also adds regression coverage for the hidden Self DM distance-track optimistic update.

Fixed Issues

$ #92552
PROPOSAL: #92552 (comment)

Tests

Manual verification completed for the onboarding options below; recordings uploaded in the Screenshots/Videos section.

  1. Open the app.
  2. Sign up with a new account and complete onboarding with each of these options:
    • Track expenses for my business
    • Manage my team's expenses > 11-50 employees
    • Something else
  3. Navigate to Inbox.
  4. Create a map distance expense from the FAB and submit it to Self DM.
  5. Before the distance expense finishes loading, navigate away from Self DM.
  6. Verify Self DM remains visible in the LHN while the distance expense is loading.
  7. Repeat steps 1-6 for each onboarding option listed above.
  • Verify that no errors appear in the JS console

Offline tests

Manual verification completed for the onboarding options below; recordings uploaded in the Screenshots/Videos section.

  1. Open the app.
  2. Sign up with a new account and complete onboarding with each of these options:
    • Track expenses for my business
    • Manage my team's expenses > 11-50 employees
    • Something else
  3. Navigate to Inbox.
  4. Turn off the network connection or otherwise keep the track-distance request pending.
  5. Create a map distance expense from the FAB and submit it to Self DM.
  6. Navigate away from Self DM.
  7. Verify Self DM remains visible in the LHN while the distance expense is pending.
  8. Repeat steps 1-7 for each onboarding option listed above.

QA Steps

Same as Tests.

  • Verify that no errors appear in the JS console

PR Author Checklist

  • I linked the correct issue in the ### Fixed Issues section above
  • I wrote clear testing steps that cover the changes made in this PR
    • I added steps for local testing in the Tests section
    • I added steps for the expected offline behavior in the Offline steps section
    • I added steps for Staging and/or Production testing in the QA steps section
    • I added steps to cover failure scenarios (i.e. verify an input displays the correct error message if the entered data is not correct)
    • I turned off my network connection and tested it while offline to ensure it matches the expected behavior (i.e. verify the default avatar icon is displayed if app is offline)
    • I tested this PR with a High Traffic account against the staging or production API to ensure there are no regressions (e.g. long loading states that impact usability).
  • I included screenshots or videos for tests on all platforms
  • I ran the tests on all platforms & verified they passed on:
    • Android: Native
    • Android: mWeb Chrome
    • iOS: Native
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
  • I verified there are no console errors (if there's a console error not related to the PR, report it or open an issue for it to be fixed)
  • I followed proper code patterns (see Reviewing the code)
    • I verified that 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)
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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 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)
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  • 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
android_mweb1781090220813665.mp4
iOS: Native
ios_native1781090640106857.mp4
iOS: mWeb Safari
ios_mweb1781090461770567.mp4
MacOS: Chrome / Safari
desktop_web1781090318682529.mp4

@KJ21-ENG KJ21-ENG changed the title [WIP] LHN - Keep Self DM visible while distance expense loads LHN - Keep Self DM visible while distance expense loads Jun 10, 2026
@KJ21-ENG
KJ21-ENG marked this pull request as ready for review June 10, 2026 11:32
@KJ21-ENG
KJ21-ENG requested review from a team as code owners June 10, 2026 11:32
@melvin-bot
melvin-bot Bot requested review from JmillsExpensify and sobitneupane and removed request for a team June 10, 2026 11:32
@melvin-bot

melvin-bot Bot commented Jun 10, 2026

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@sobitneupane 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]

@JmillsExpensify JmillsExpensify left a comment

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LGTM

@KJ21-ENG

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@sobitneupane Kind ping here. Thanks

@sobitneupane

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Reviewing the PR.

@sobitneupane

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@KJ21-ENG Looks like the issue is no longer reproducible in staging. Could you please verify on your end?

Screen.Recording.2026-06-16.at.13.50.36.mov

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Screenshots/Videos

Android: HybridApp
Screen.Recording.2026-06-16.at.14.18.36.mov
Android: mWeb Chrome
Screen.Recording.2026-06-16.at.14.30.57.mov
iOS: HybridApp
Screen.Recording.2026-06-16.at.14.47.50.mov
iOS: mWeb Safari
Screen.Recording.2026-06-16.at.15.14.23.mov
MacOS: Chrome / Safari
Screen.Recording.2026-06-16.at.14.02.06.mov

@KJ21-ENG

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@sobitneupane I verified on my end as well, and I agree this is no longer reproducible on staging.

I investigated what changed since this PR is not merged yet. The staging fix appears to have come from the Onyx bump in #92897, which updated react-native-onyx to 3.0.80.

The specific Onyx fix is Expensify/react-native-onyx#791. It changed OnyxSnapshotCache so cache keys include the actual Onyx key instead of only the selector/no-selector identity. That prevents report-key snapshot cache reuse/staleness, which matches the transient LHN/Self DM behavior seen in this issue.

Given that, this PR is likely redundant for the current staging regression. It can still be considered defensive hardening for the case where trackExpense() receives a Self DM with hidden/empty current-user notification preference, but I’m fine closing it if we want to treat the issue as already fixed by the Onyx bump.

Would like to here from you what should be done next.

@sobitneupane

sobitneupane commented Jun 16, 2026

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@KJ21-ENG Could you please try reproducing the issue by selecting an option other than Track expenses for my business (specifically "Something Else")?

Sign up with a new account and select "Track expenses for my business".

@KJ21-ENG

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@KJ21-ENG Could you please try reproducing the issue by selecting an option other than Track expenses for my business?

Sign up with a new account and select "Track expenses for my business".

@sobitneupane I tried with 'Manage my team's expenses > 11-50 employees' and i was able to reproduce the issue.👀

ezyZip.45.mp4

@sobitneupane

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@KJ21-ENG Could you please update the testing steps and retest the solution to ensure it still resolves the issue? I was also able to reproduce with "Something else".

@KJ21-ENG

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@sobitneupane Okay, I will update it and will test with all the options. Thanks!

@KJ21-ENG

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@sobitneupane Okay, I will update it and will test with all the options. Thanks!

@sobitneupane Tested with all other options as well, fix is working properly.

@KJ21-ENG
KJ21-ENG requested a review from sobitneupane June 17, 2026 15:10
@sobitneupane

sobitneupane commented Jun 22, 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 that was added to the app is grammatically correct in English. It adheres to proper capitalization guidelines (note: only the first word of header/labels should be capitalized), and is either coming verbatim from figma or has been approved by marketing (in order to get marketing approval, ask the Bug Zero team member to add the Waiting for copy label to the issue)
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
  • I verified that this PR follows the guidelines as stated in the Review Guidelines
  • I verified other components that can be impacted by these changes have been tested, and I retested again (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar have been tested & I retested again)
  • If a new component is created I verified that:
    • A similar component doesn't exist in the codebase
    • All props are defined accurately 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.
  • 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
Screen.Recording.2026-06-16.at.14.18.36.mov
Android: mWeb Chrome
Screen.Recording.2026-06-16.at.14.30.57.mov
iOS: HybridApp
Screen.Recording.2026-06-16.at.14.47.50.mov
iOS: mWeb Safari
Screen.Recording.2026-06-16.at.15.14.23.mov
MacOS: Chrome / Safari
Screen.Recording.2026-06-16.at.14.02.06.mov

@melvin-bot
melvin-bot Bot requested a review from carlosmiceli June 22, 2026 16:02
@carlosmiceli

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All yours @JmillsExpensify !

@carlosmiceli
carlosmiceli merged commit 2f2d2f9 into Expensify:main Jun 22, 2026
33 of 36 checks passed
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🚧 @carlosmiceli has triggered a test Expensify/App build. You can view the workflow run here.

@carlosmiceli

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@JmillsExpensify crap, I merged by accident 🤦

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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/carlosmiceli in version: 9.4.17-0 🚀

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

Bundle Size Analysis (Sentry):

@MelvinBot

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🤖 No help site changes required.

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

Why no docs update is needed:

This PR is a bug fix to internal optimistic-update logic in src/libs/actions/IOU/TrackExpense.ts (plus regression test coverage). It normalizes a hidden participant's notification preference so a Self DM stays visible in the left-hand navigation while a distance-track expense is still loading.

  • No new feature, UI label, tab name, button, or setting was added or renamed.
  • No documented user-facing workflow changed. The closest article, Track expenses, already states that a tracked expense "appears in an Expense Chat in the left-hand navigation menu" — this fix simply restores that already-documented expected behavior by preventing the chat from disappearing during a pending load.

Since this only corrects backend optimistic behavior to match what the help site already describes, no article content needs to change.

@KJ21-ENG, please review the linked help site PR and confirm it reflects the current behavior. Then mark the linked help site PR Ready for review

Note: no help site PR was created because no documentation changes are required. If you believe an article should be updated, reply with the specific behavior to document and I'll draft it.

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🚀 Deployed to production by https://github.com/blimpich in version: 9.4.17-3 🚀

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

1 similar comment
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🚀 Deployed to production by https://github.com/blimpich in version: 9.4.17-3 🚀

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

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6 participants