Skip to content

[CP Staging] Fix non-reimbursable pay button options in report header#87023

Merged
cristipaval merged 2 commits intomainfrom
claude-fixNonReimbursablePayHeaderButtons
Apr 3, 2026
Merged

[CP Staging] Fix non-reimbursable pay button options in report header#87023
cristipaval merged 2 commits intomainfrom
claude-fixNonReimbursablePayHeaderButtons

Conversation

@MelvinBot
Copy link
Copy Markdown
Contributor

Explanation of Change

PayPrimaryAction.tsx (the report header's pay button) was missing the hasOnlyNonReimbursableTransactions check when computing onlyShowPayElsewhere. For non-reimbursable expenses, this caused onlyShowPayElsewhere to be true, which made SettlementButton only show "Mark as Paid" instead of also showing "Pay with Business Account".

The preview's PayActionButton.tsx already handled this correctly by forcing onlyShowPayElsewhere=false when the report has only non-reimbursable transactions. This PR aligns PayPrimaryAction.tsx with that existing pattern.

This regression was introduced by #86723, which extracted the PAY action into PayPrimaryAction.tsx but used the pre-Expensify/App#83329 logic that didn't account for non-reimbursable transactions.

Fixed Issues

$ #87018
PROPOSAL: #87018 (comment)

Tests

  1. Connect a workspace to a Business bank account
  2. As an admin, invite a member to the workspace
  3. As the member, submit a non-reimbursable expense in the workspace chat
  4. As the admin, approve the expense and open the report
  5. Verify the report header displays both "Mark as Paid" and "Pay with Business Account" options
  6. Verify the report preview also displays both options (this was already working)
  • Verify that no errors appear in the JS console

Offline tests

N/A — payment buttons are hidden offline via the existing isDisabled={isOffline && !canAllowSettlement} guard.

QA Steps

  1. Connect a workspace to a Business bank account
  2. As an admin, invite a member to the workspace
  3. As the member, submit a non-reimbursable expense in the workspace chat
  4. As the admin, approve the expense and open the report
  5. Verify the report header displays both "Mark as Paid" and "Pay with Business Account" options
  6. Verify the report preview also displays both options
  • 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
      • 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

… header

PayPrimaryAction was missing the hasOnlyNonReimbursableTransactions check
that PayActionButton (preview) already had, causing onlyShowPayElsewhere
to be true for non-reimbursable reports. This made SettlementButton show
only "Mark as Paid" instead of also showing "Pay with Business Account".

Co-authored-by: {"message":"Not Found","documentation_url":"https://docs.github.com/rest/issues/comments#get-an-issue-comment","status":"404"} <{"message":"Not Found","documentation_url":"https://docs.github.com/rest/issues/comments#get-an-issue-comment","status":"404"}@users.noreply.github.com>
@codecov
Copy link
Copy Markdown

codecov bot commented Apr 2, 2026

Codecov Report

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

Files with missing lines Coverage Δ
...oneyReportHeaderPrimaryAction/PayPrimaryAction.tsx 0.00% <0.00%> (ø)
... and 25 files with indirect coverage changes

@cristipaval
Copy link
Copy Markdown
Contributor

@situchan please go ahead and review

const onlyShowPayElsewhere = reportHasOnlyNonReimbursableTransactions
? false
: !canIOUBePaid && canIOUBePaidAction(moneyRequestReport, chatReport, policy, bankAccountList, transaction ? [transaction] : undefined, true, undefined, invoiceReceiverPolicy);
const shouldShowPayButton = isPaidAnimationRunning || canIOUBePaid || onlyShowPayElsewhere || reportHasOnlyNonReimbursableTransactions;
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.

This logic is duplicated in several places so maybe worth follow-up for code dry (not in this PR since this will be CP'ed to staging)

@situchan
Copy link
Copy Markdown
Contributor

situchan commented Apr 3, 2026

@MelvinBot mark as ready for review and add [CP Staging] prefix to the PR title.

@MelvinBot MelvinBot marked this pull request as ready for review April 3, 2026 11:14
@MelvinBot MelvinBot requested a review from a team as a code owner April 3, 2026 11:14
@melvin-bot melvin-bot bot requested a review from situchan April 3, 2026 11:14
@melvin-bot
Copy link
Copy Markdown

melvin-bot bot commented Apr 3, 2026

@situchan 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 April 3, 2026 11:14
@MelvinBot MelvinBot changed the title Fix non-reimbursable pay button options in report header [CP Staging] Fix non-reimbursable pay button options in report header Apr 3, 2026
@melvin-bot melvin-bot bot requested review from heyjennahay and removed request for a team April 3, 2026 11:14
@MelvinBot
Copy link
Copy Markdown
Contributor Author

Done! PR is now marked as ready for review and title has been updated with the [CP Staging] prefix.

@situchan
Copy link
Copy Markdown
Contributor

situchan commented Apr 3, 2026

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
    • MacOS: Desktop
  • 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
Android: mWeb Chrome
iOS: HybridApp
Screen.Recording.2026-04-03.at.5.37.16.PM.mov
iOS: mWeb Safari
MacOS: Chrome / Safari
Screen.Recording.2026-04-03.at.5.29.16.PM.mov

@MelvinBot
Copy link
Copy Markdown
Contributor Author

The core fix looks correct — the onlyShowPayElsewhere / shouldShowPayButton logic now matches PayActionButton.tsx exactly (lines 94-98).

One thing to consider: PayActionButton.tsx has an additional runtime guard in confirmPayment (line 132-135) that prevents non-ELSEWHERE payment types for non-reimbursable reports and calls onNonReimbursablePaymentError(). PayPrimaryAction.tsx doesn't have this guard. If a user selects "Pay with Business Account" from the header on a non-reimbursable report, is that payment path handled correctly downstream, or should this guard be added here too for parity?

@situchan
Copy link
Copy Markdown
Contributor

situchan commented Apr 3, 2026

One thing to consider: PayActionButton.tsx has an additional runtime guard in confirmPayment (line 132-135) that prevents non-ELSEWHERE payment types for non-reimbursable reports and calls onNonReimbursablePaymentError(). PayPrimaryAction.tsx doesn't have this guard. If a user selects "Pay with Business Account" from the header on a non-reimbursable report, is that payment path handled correctly downstream, or should this guard be added here too for parity?

@MelvinBot yes, this guard should be added here too

Copy link
Copy Markdown

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

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: 882ccd283a

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".

Comment on lines +86 to +89
const onlyShowPayElsewhere = reportHasOnlyNonReimbursableTransactions
? false
: !canIOUBePaid && canIOUBePaidAction(moneyRequestReport, chatReport, policy, bankAccountList, transaction ? [transaction] : undefined, true, undefined, invoiceReceiverPolicy);
const shouldShowPayButton = isPaidAnimationRunning || canIOUBePaid || onlyShowPayElsewhere || reportHasOnlyNonReimbursableTransactions;
Copy link
Copy Markdown

Choose a reason for hiding this comment

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

P1 Badge Keep non-reimbursable reports pay-elsewhere only

Setting onlyShowPayElsewhere to false when reportHasOnlyNonReimbursableTransactions is true makes the header expose direct payment options again, but this component’s confirmPayment path has no non-reimbursable guard (unlike MoneyRequestReportPreview/PayActionButton.tsx and MoneyReportHeader.tsx, which block non-ELSEWHERE types). In this scenario, choosing VBBA/other direct methods from the header now proceeds to payMoneyRequest instead of showing the non-reimbursable error flow, causing inconsistent and incorrect payment behavior for reports that should only allow mark-as-paid.

Useful? React with 👍 / 👎.

Copy link
Copy Markdown
Contributor Author

Choose a reason for hiding this comment

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

Added the non-reimbursable payment guard to PayPrimaryAction.tsx using the existing useNonReimbursablePaymentModal hook — same pattern as MoneyReportHeader.tsx and PayActionButton.tsx. If a user selects a non-ELSEWHERE payment type on a non-reimbursable report, it now shows the error modal instead of proceeding to payMoneyRequest.

Co-authored-by: situchan <108292595+situchan@users.noreply.github.com>
Co-authored-by: Situ Chandra Shil <situchan@users.noreply.github.com>
@MelvinBot MelvinBot requested a review from a team as a code owner April 3, 2026 11:25
@melvin-bot melvin-bot bot requested review from cristipaval and removed request for a team April 3, 2026 11:25
@melvin-bot
Copy link
Copy Markdown

melvin-bot bot commented Apr 3, 2026

@cristipaval 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]

@MelvinBot
Copy link
Copy Markdown
Contributor Author

The only failing check is PR Reviewer Checklist, which is expected and doesn't require a code fix — it just tracks whether the reviewer checklist has been completed.

All other checks (ESLint, typecheck, tests, builds, Prettier, spellcheck, etc.) are either ✅ passing or still running from the latest push. No code changes are needed.

@MelvinBot
Copy link
Copy Markdown
Contributor Author

Code Review: Looks good

The change correctly aligns PayPrimaryAction.tsx with the existing pattern in PayActionButton.tsx (lines 94-98). Verified:

  • hasOnlyNonReimbursableTransactions signature at ReportUtils.ts:2622 matches the call
  • useNonReimbursablePaymentModal hook usage matches its (OnyxEntry<Report>, Transaction[]) contract
  • The ternary forcing onlyShowPayElsewhere = false for non-reimbursable reports is identical to PayActionButton.tsx
  • shouldShowPayButton correctly includes || reportHasOnlyNonReimbursableTransactions so the button appears
  • shouldBlockDirectPayment gate in confirmPayment correctly blocks non-ELSEWHERE payment types with the error modal
  • Fragment wrapper is safe — parent just returns the component directly

No issues found.

@chatgpt-codex-connector
Copy link
Copy Markdown

Codex Review: Didn't find any major issues. Keep them coming!

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".

@cristipaval cristipaval merged commit 687fb80 into main Apr 3, 2026
36 of 37 checks passed
@cristipaval cristipaval deleted the claude-fixNonReimbursablePayHeaderButtons branch April 3, 2026 12:24
@github-actions
Copy link
Copy Markdown
Contributor

github-actions bot commented Apr 3, 2026

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

@cristipaval cristipaval self-assigned this Apr 3, 2026
@OSBotify
Copy link
Copy Markdown
Contributor

OSBotify commented Apr 3, 2026

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

OSBotify pushed a commit that referenced this pull request Apr 3, 2026
…HeaderButtons

[CP Staging] Fix non-reimbursable pay button options in report header

(cherry picked from commit 687fb80)

(cherry-picked to staging by jasperhuangg)
@OSBotify OSBotify added the CP Staging marks PRs that have been CP'd to staging label Apr 3, 2026
@OSBotify
Copy link
Copy Markdown
Contributor

OSBotify commented Apr 3, 2026

🚀 Cherry-picked to staging by https://github.com/jasperhuangg in version: 9.3.52-1 🚀

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

@MelvinBot
Copy link
Copy Markdown
Contributor Author

No help site changes are required for this PR.

This PR is a bug fix that restores the correct payment button behavior for non-reimbursable expenses in the report header — it aligns PayPrimaryAction.tsx with the already-correct logic in PayActionButton.tsx. No new features, workflows, UI labels, or user-facing concepts were introduced or changed.

The existing help site articles that mention non-reimbursable expenses (e.g., expense types, accounting connection configuration, reimbursement methods) remain accurate and don't reference the specific payment button options shown in the report header.

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.

4 participants