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fix: Home - Action button disappears the second time an expense is opened from "Recently Added"#94466

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grgia merged 7 commits into
Expensify:mainfrom
software-mansion-labs:fix/recently-added-action-buttons
Jul 2, 2026
Merged

fix: Home - Action button disappears the second time an expense is opened from "Recently Added"#94466
grgia merged 7 commits into
Expensify:mainfrom
software-mansion-labs:fix/recently-added-action-buttons

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@mhawryluk

@mhawryluk mhawryluk commented Jun 24, 2026

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Explanation of Change

Opening the same expense from Home "Recently added" could show different header actions on consecutive taps: the first open sometimes showed the report view (MoneyReportHeader with Submit/Pay/Approve), and the second showed the transaction thread view (MoneyRequestHeader with just "More"). The cause was that getReportIDToOpenForExpense decided between the two based on whether the transaction thread was already known (childReportID present in the Search snapshot). On a freshly created expense that's initially absent, so the first open fell back to the parent report, but opening it creates the thread, and the re-fired search then surfaced the childReportID, so the second open routed to the thread instead. The transaction thread is the intended view here: it's the single expense detail and it hosts the prev/next carousel for swiping between recently added expenses. The report view only ever appeared via the fallback. Now every navigation from "Recently added" lands on the transaction thread (showing the "More" menu plus the prev/next carousel when there are siblings).

Fixed Issues

$ #94311
PROPOSAL: N/A

Tests

  1. Open any workspace chat.
  2. Create a new report and a manual expense inside it.
  3. Navigate to "Home" > "Recently Added" (rather quickly).
  4. Click on the just created expense.
  5. Verify that when RHP is opened, the transaction view does not show Submit/Pay/Approve action buttons, just More and arrows if there are more Recently added expenses.
  6. Close RHP and click on the expense again.
  7. Verify it looks the same this time around.

  1. Add an expense to a workspace in OldDot or on another device (also to a report with no other expenses).
  2. In NewDot, clear cache, open "Home" > "Recently Added" and wait for the expense row to appear. Do not open the expense's report from anywhere else first.
  3. Click on the expense row.
  4. Verify the RHP opens the transaction thread view: only "More" (plus prev/next arrows if there are more than one recently added expenses). No Submit/Pay/Approve buttons.
  5. Close the RHP and click on the expense again.
  6. Verify it looks the same.

Offline tests

N/A

QA Steps

Same as tests.

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 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 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)
  • 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))
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    • 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.
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  • 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.
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    • I verified that all the inputs inside a form are aligned with each other.
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  • I added unit tests for any new feature or bug fix in this PR to help automatically prevent regressions in this user flow.
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Screenshots/Videos

Android: Native
Nagranie.z.ekranu.2026-06-24.o.17.48.10.mov
MacOS: Chrome / Safari
Nagranie.z.ekranu.2026-06-24.o.15.28.13.mov
Nagranie.z.ekranu.2026-06-25.o.16.05.44.mov

@adamgrzybowski

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LGTM

@codecov

codecov Bot commented Jun 24, 2026

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Codecov Report

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

Files with missing lines Coverage Δ
src/libs/TransactionThreadNavigationUtils.ts 100.00% <100.00%> (+11.11%) ⬆️
src/libs/actions/Report/index.ts 70.59% <100.00%> (+0.36%) ⬆️
src/libs/actions/TransactionThreadNavigation.ts 70.96% <100.00%> (+4.30%) ⬆️
src/pages/home/RecentlyAddedSection/index.tsx 97.77% <ø> (ø)
.../home/RecentlyAddedSection/useRecentlyAddedData.ts 86.66% <100.00%> (+47.95%) ⬆️
... and 504 files with indirect coverage changes

@mhawryluk mhawryluk marked this pull request as ready for review June 24, 2026 16:10
@mhawryluk mhawryluk requested review from a team as code owners June 24, 2026 16:10
@melvin-bot melvin-bot Bot requested review from a team, ZhenjaHorbach and trjExpensify and removed request for a team June 24, 2026 16:10
@melvin-bot

melvin-bot Bot commented Jun 24, 2026

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@ZhenjaHorbach 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 a review from grgia June 24, 2026 16:10
@melvin-bot

melvin-bot Bot commented Jun 24, 2026

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@grgia Please copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button]

@melvin-bot melvin-bot Bot removed the request for review from a team June 24, 2026 16:10

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💡 Codex Review

if (!iouAction) {
return reportID;

P2 Badge Preserve snapshot actions when creating threads

When the Recently Added row is backed only by the Search snapshot, the parent IOU action can be absent from the main reportActions_ collection even though it was present in searchResults.data (for example after clearing Onyx or for an expense added on another device). In that case getIOUActionForReportID() returns nothing here and we still navigate to the parent report; opening that parent can then create the transaction thread, so the next tap routes to the thread and the first/second-open header inconsistency remains. The descriptor needs to carry the snapshot ReportAction/parent report so this path can create the thread without depending on hydrated main Onyx actions.

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@ZhenjaHorbach

ZhenjaHorbach commented Jun 25, 2026

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💡 Codex Review

if (!iouAction) {
return reportID;

P2 Badge Preserve snapshot actions when creating threads
When the Recently Added row is backed only by the Search snapshot, the parent IOU action can be absent from the main reportActions_ collection even though it was present in searchResults.data (for example after clearing Onyx or for an expense added on another device). In that case getIOUActionForReportID() returns nothing here and we still navigate to the parent report; opening that parent can then create the transaction thread, so the next tap routes to the thread and the first/second-open header inconsistency remains. The descriptor needs to carry the snapshot ReportAction/parent report so this path can create the thread without depending on hydrated main Onyx actions.

ℹ️ About Codex in GitHub

@mhawryluk
Sounds logical

@mhawryluk

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@mhawryluk Sounds logical

yeah, I will look into this

@mhawryluk

mhawryluk commented Jun 25, 2026

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yeah, I will look into this

@ZhenjaHorbach should be fixed now, I also updated steps in Tests that I thought would cover it, but actually I'm not able to reproduce the supposed issue (it requires the transaction's IOU action to not be in Onyx and it never happens to me)

trjExpensify
trjExpensify previously approved these changes Jun 25, 2026

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Bug fix for new feature 👍

@github-actions

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

grgia
grgia previously approved these changes Jun 26, 2026

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NAB. Heads up @mhawryluk this might overlap with #94308 and #94180 on useRecentlyAddedData.ts and TransactionThreadNavigationUtils.ts. Maybe worth confirming merge order with @adamgrzybowski ?

@ZhenjaHorbach

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For some reason in this branch we don't show loader for expenses after clearing cache or relogin

2026-06-26.13.01.42.mov

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@adamgrzybowski

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@grgia There shouldn't be any overlap, but just in case, let's merge PRs you mentioned first and this one last

@mhawryluk

mhawryluk commented Jun 26, 2026

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For some reason in this branch we don't show loader for expenses after clearing cache or relogin

I'm looking into this, but so far I'm not able to reproduce it. if I understand correctly the issue is the view disappearing briefly, right? does it always happen or only on some platforms/accounts?

@ZhenjaHorbach

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I think the main problem
That instead skeleton we show content that does not fully load

Снимок экрана — 2026-06-26 в 15 58 27

@mhawryluk

mhawryluk commented Jun 26, 2026

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okay, that makes sense. it definitely could be related to these changes. the skeleton only shows up when the thread's reportID is undefined and not when it is in other ways incomplete and createTransactionThreadReport creates the report optimistically, so it's valid, but not full until OpenReport command finishes. no solution jumps out to me at first, but I will come back to this

@mhawryluk

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but since I'm not able to reproduce, could you confirm that it does not happen on main? @ZhenjaHorbach

@ZhenjaHorbach

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Unfortunately, on main everything is good

@mhawryluk mhawryluk dismissed stale reviews from grgia and trjExpensify via 02210cd June 30, 2026 10:07
…rges the report to the main onyx collections
@mhawryluk

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@ZhenjaHorbach I pushed some code that I hope will fix it. I managed to kinda reproduce it, but by majorly changing the code to force getReportIDToOpenForExpense to call createTransactionThreadReport which I suspect is the path you're hitting. could you please retest?

@ZhenjaHorbach

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Nice
Checking!

@ZhenjaHorbach

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@mhawryluk
And we have prettier issue

@ZhenjaHorbach

ZhenjaHorbach commented Jul 1, 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
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  • If any new file was added I verified that:
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    • 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.
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Screenshots/Videos

Android: HybridApp
2026-07-01.17.18.57.mov
Android: mWeb Chrome
2026-07-01.17.16.22.mov
iOS: HybridApp
2026-07-01.17.18.57.mov
iOS: mWeb Safari
2026-07-01.17.16.22.mov
MacOS: Chrome / Safari
2026-07-01.17.15.15.mov

@melvin-bot melvin-bot Bot requested a review from grgia July 1, 2026 15:21
@ZhenjaHorbach

ZhenjaHorbach commented Jul 1, 2026

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LGTM

Only this comment was left

@mhawryluk And we have prettier issue

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nothing blocking

@grgia grgia merged commit 48c7214 into Expensify:main Jul 2, 2026
34 checks passed
@OSBotify

OSBotify commented Jul 2, 2026

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✋ This PR was not deployed to staging yet because QA is ongoing. It will be automatically deployed to staging after the next production release.

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github-actions Bot commented Jul 2, 2026

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

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OSBotify commented Jul 3, 2026

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🚀 Deployed to staging by https://github.com/grgia in version: 9.4.27-1 🚀

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

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🤖 Help site review — no docs changes required.

I reviewed the changes in this PR against Expensify's help-site articles under App/docs/articles and did not find any that need updating.

Why no changes are required

This PR is an internal routing/navigation bug fix. It changes which view opens when tapping an expense in Home → Recently Added so that it consistently lands on the transaction thread view (the single-expense detail with the More menu and prev/next carousel) instead of occasionally showing the report view with Submit/Pay/Approve buttons on a second tap. All edits are in code (TransactionThreadNavigationUtils.ts, actions/Report, RecentlyAddedSection, tests) — there is:

  • No user-facing copy, label, button, tab, or setting change
  • No new or altered feature, workflow, or configuration
  • No behavior that any existing help article documents

I searched the help site for the relevant concepts:

  • "Recently Added" — the only matches are Sage Intacct / NetSuite export-error articles referring to recently added GL accounts, unrelated to the Home section.
  • Carousel / transaction thread / action buttons — the one match, Getting Started with the Spend Page.md, describes report previews in workspace chat (a separate feature), not the Home Recently Added section or the transaction-thread header this PR fixes.

Since this is a bug fix restoring intended behavior with no documented UI surface affected, no help-site update is needed, so I did not create a draft docs PR.

If you believe a help article should describe this behavior, let me know which one and I'll draft the update.

@OSBotify

OSBotify commented Jul 6, 2026

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🚀 Deployed to production by https://github.com/grgia in version: 9.4.27-2 🚀

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

Bundle Size Analysis (Sentry):

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7 participants