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Add support for "Require company cards for all purchases" policy changelog report action#88542

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srikarparsi merged 12 commits intoExpensify:mainfrom
rayane-d:UPDATE_REQUIRE_COMPANY_CARDS_ENABLED
May 4, 2026
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Add support for "Require company cards for all purchases" policy changelog report action#88542
srikarparsi merged 12 commits intoExpensify:mainfrom
rayane-d:UPDATE_REQUIRE_COMPANY_CARDS_ENABLED

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@rayane-d rayane-d commented Apr 22, 2026

Explanation of Change

Add support for "Require company cards for all purchases" policy changelog report action

Fixed Issues

$ https://github.com/Expensify/Expensify/issues/622898 (Part of it)
PROPOSAL:

Tests

Prerequisites

  • A control plan workspace
  • Admin access to the workspace
  • Rules feature enabled on the workspace
  • Go to workspace settings
  • Make any change that generates a changelog (e.g., rename the workspace) twice to ensure the system messages thread exists
  • Go to the workspace #admins room
  • Verify that a system messages thread is created

Test Steps 1

Steps:

  1. Navigate to Settings > Workspaces > [Your Workspace] > More features
  2. Enable Rules
  3. Navigate to Settings > Workspaces > [Your Workspace] > Rules
  4. Enable the "Require company cards for all purchases" toggle
  5. Navigate to the #admins room
  6. Open the system messages thread
  7. Verify that: A changelog entry appears in the system messages thread in the #admins room
  8. Verify that: Message format: enabled the company card purchases requirement
    9, Verify that: The LHN sidebar preview shows the correct changelog message text
  9. Verify that: Right-click on the changelog entry, copy the message, and verify that the copied text matches the displayed message exactly
  10. Verify that: Change app language, and verify that the changelog message is translated as expected
  11. Verify that: Create a thread under the changelog comment, and verify that the thread report title displays the changelog message correctly

Test Steps 2

  1. Navigate to Settings > Workspaces > [Your Workspace] > Rules
  2. Disable the "Require company cards for all purchases" toggle
  3. Navigate to the #admins room
  4. Open the system messages thread
  5. Verify that: A changelog entry appears in the system messages thread in the #admins room
  6. Verify that: Message format: disabled the company card purchases requirement
    7, Verify that: The LHN sidebar preview shows the correct changelog message text
  7. Verify that: Right-click on the changelog entry, copy the message, and verify that the copied text matches the displayed message exactly
  8. Verify that: Change app language, and verify that the changelog message is translated as expected
  9. Verify that: Create a thread under the changelog comment, and verify that the thread report title displays the changelog message correctly
  • Verify that no errors appear in the JS console

Offline tests

QA Steps

// TODO: These must be filled out, or the issue title must include "[No QA]."

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
      • 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

recording.mov

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melvin-bot Bot commented Apr 22, 2026

Hey, I noticed you changed src/languages/en.ts in a PR from a fork. For security reasons, translations are not generated automatically for PRs from forks.

If you want to automatically generate translations for other locales, an Expensify employee will have to:

  1. Look at the code and make sure there are no malicious changes.
  2. Run the Generate static translations GitHub workflow. If you have write access and the K2 extension, you can simply click: [this button]

Alternatively, if you are an external contributor, you can run the translation script locally with your own OpenAI API key. To learn more, try running:

npx ts-node ./scripts/generateTranslations.ts --help

Typically, you'd want to translate only what you changed by running npx ts-node ./scripts/generateTranslations.ts --compare-ref main

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codecov Bot commented Apr 22, 2026

Codecov Report

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

Files with missing lines Coverage Δ
src/CONST/index.ts 92.30% <ø> (ø)
src/libs/OptionsListUtils/index.ts 82.62% <100.00%> (+0.02%) ⬆️
src/libs/ReportActionsUtils.ts 77.40% <100.00%> (+0.03%) ⬆️
src/libs/ReportNameUtils.ts 82.92% <100.00%> (+0.58%) ⬆️
src/libs/SidebarUtils.ts 81.25% <100.00%> (+0.06%) ⬆️
...x/report/actionContents/PolicyChangeLogContent.tsx 100.00% <100.00%> (ø)
...es/inbox/report/ContextMenu/ContextMenuActions.tsx 44.32% <50.00%> (+0.01%) ⬆️
... and 9 files with indirect coverage changes

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🦜 Polyglot Parrot! 🦜

Squawk! Looks like you added some shiny new English strings. Allow me to parrot them back to you in other tongues:

View the translation diff
diff --git a/src/languages/de.ts b/src/languages/de.ts
index 9afba20b..de1e9113 100644
--- a/src/languages/de.ts
+++ b/src/languages/de.ts
@@ -7506,6 +7506,7 @@ Fügen Sie weitere Ausgabelimits hinzu, um den Cashflow Ihres Unternehmens zu sc
             `Kartenfeed-Tag für das Abrechnungsperiodenende von „${feedName}“ geändert${newValue ? ` in „${newValue}“` : ''}${previousValue ? ` (zuvor „${previousValue}“)` : ''}`,
         addedReportField: (fieldType: string, fieldName?: string, defaultValue?: string) =>
             `${fieldType}-Berichtsfeld „${fieldName}“${defaultValue ? ` mit Standardwert „${defaultValue}“` : ''} hinzugefügt`,
+        updatedRequireCompanyCards: ({enabled}: {enabled: boolean}) => `${enabled ? 'aktiviert' : 'deaktiviert'} die Anforderung für Firmenkartenkäufe`,
     },
     roomMembersPage: {
         memberNotFound: 'Mitglied nicht gefunden.',
diff --git a/src/languages/fr.ts b/src/languages/fr.ts
index ae32a792..847d89e8 100644
--- a/src/languages/fr.ts
+++ b/src/languages/fr.ts
@@ -7528,6 +7528,7 @@ Ajoutez davantage de règles de dépenses pour protéger la trésorerie de l’e
             `a modifié le jour de fin de période de relevé du flux de carte « ${feedName} »${newValue ? ` à « ${newValue} »` : ''}${previousValue ? ` (précédemment « ${previousValue} »)` : ''}`,
         addedReportField: (fieldType: string, fieldName?: string, defaultValue?: string) =>
             `a ajouté le champ de note de frais ${fieldType} « ${fieldName} »${defaultValue ? ` avec la valeur par défaut « ${defaultValue} »` : ''}`,
+        updatedRequireCompanyCards: ({enabled}: {enabled: boolean}) => `${enabled ? 'activé' : 'désactivé'} l’exigence d’achats par carte d’entreprise`,
     },
     roomMembersPage: {
         memberNotFound: 'Membre introuvable.',
diff --git a/src/languages/it.ts b/src/languages/it.ts
index ef2d22f3..641af563 100644
--- a/src/languages/it.ts
+++ b/src/languages/it.ts
@@ -7494,6 +7494,7 @@ Aggiungi altre regole di spesa per proteggere il flusso di cassa aziendale.`,
             `ha modificato il giorno di fine periodo dell’estratto conto del flusso carta "${feedName}"${newValue ? ` a "${newValue}"` : ''}${previousValue ? ` (in precedenza "${previousValue}")` : ''}`,
         addedReportField: (fieldType: string, fieldName?: string, defaultValue?: string) =>
             `aggiunto campo di report ${fieldType} "${fieldName}"${defaultValue ? ` con valore predefinito "${defaultValue}"` : ''}`,
+        updatedRequireCompanyCards: ({enabled}: {enabled: boolean}) => `${enabled ? 'abilitato' : 'disabilitato'} il requisito per gli acquisti con carta aziendale`,
     },
     roomMembersPage: {
         memberNotFound: 'Membro non trovato.',
diff --git a/src/languages/ja.ts b/src/languages/ja.ts
index 373b1521..dff99334 100644
--- a/src/languages/ja.ts
+++ b/src/languages/ja.ts
@@ -7404,6 +7404,7 @@ ${reportName}
             `カード明細フィード「${feedName}」の利用明細期間の終了日を変更しました${newValue ? ` を「${newValue}」に` : ''}${previousValue ? ` (以前の値:「${previousValue}」)` : ''}`,
         addedReportField: (fieldType: string, fieldName?: string, defaultValue?: string) =>
             `${fieldType}レポートフィールド「${fieldName}」を追加しました${defaultValue ? ` デフォルト値「${defaultValue}」付き` : ''}`,
+        updatedRequireCompanyCards: ({enabled}: {enabled: boolean}) => `${enabled ? '有効' : '無効'} の法人カード購入要件`,
     },
     roomMembersPage: {
         memberNotFound: 'メンバーが見つかりません。',
diff --git a/src/languages/nl.ts b/src/languages/nl.ts
index cdf9739c..9e1ab8c3 100644
--- a/src/languages/nl.ts
+++ b/src/languages/nl.ts
@@ -7470,6 +7470,7 @@ Voeg meer bestedingsregels toe om de kasstroom van het bedrijf te beschermen.`,
             `heeft de einddag van de afrekenperiode van kaartfeed "${feedName}" gewijzigd${newValue ? ` naar "${newValue}"` : ''}${previousValue ? ` (voorheen "${previousValue}")` : ''}`,
         addedReportField: (fieldType: string, fieldName?: string, defaultValue?: string) =>
             `heeft ${fieldType}-rapportveld "${fieldName}" toegevoegd${defaultValue ? ` met standaardwaarde "${defaultValue}"` : ''}`,
+        updatedRequireCompanyCards: ({enabled}: {enabled: boolean}) => `vereiste ${enabled ? 'ingeschakeld' : 'uitgeschakeld'} voor bedrijfskaarttransacties`,
     },
     roomMembersPage: {
         memberNotFound: 'Lid niet gevonden.',
diff --git a/src/languages/pl.ts b/src/languages/pl.ts
index 76c129b2..136fdf37 100644
--- a/src/languages/pl.ts
+++ b/src/languages/pl.ts
@@ -7460,6 +7460,7 @@ Dodaj więcej zasad wydatków, żeby chronić płynność finansową firmy.`,
             `zmienił dzień zakończenia okresu rozliczeniowego dla źródła karty „${feedName}”${newValue ? ` na „${newValue}”` : ''}${previousValue ? ` (wcześniej „${previousValue}”)` : ''}`,
         addedReportField: (fieldType: string, fieldName?: string, defaultValue?: string) =>
             `dodano pole raportu typu ${fieldType} „${fieldName}”${defaultValue ? ` z domyślną wartością „${defaultValue}”` : ''}`,
+        updatedRequireCompanyCards: ({enabled}: {enabled: boolean}) => `${enabled ? 'włączone' : 'wyłączone'} wymóg dotyczący zakupów kartą służbową`,
     },
     roomMembersPage: {
         memberNotFound: 'Nie znaleziono członka.',
diff --git a/src/languages/pt-BR.ts b/src/languages/pt-BR.ts
index 0b8302ee..94c25057 100644
--- a/src/languages/pt-BR.ts
+++ b/src/languages/pt-BR.ts
@@ -7461,6 +7461,7 @@ Adicione mais regras de gasto para proteger o fluxo de caixa da empresa.`,
             `changed card feed "${feedName}" statement period end day${newValue ? ` para "${newValue}"` : ''}${previousValue ? `(antes " ${previousValue}")` : ''}`,
         addedReportField: (fieldType: string, fieldName?: string, defaultValue?: string) =>
             `adicionou o campo de relatório ${fieldType} "${fieldName}"${defaultValue ? ` com valor padrão "${defaultValue}"` : ''}`,
+        updatedRequireCompanyCards: ({enabled}: {enabled: boolean}) => `${enabled ? 'ativado' : 'desativado'} o requisito de compras com cartão corporativo`,
     },
     roomMembersPage: {
         memberNotFound: 'Membro não encontrado.',
diff --git a/src/languages/zh-hans.ts b/src/languages/zh-hans.ts
index d3e4ebf0..0e9c399d 100644
--- a/src/languages/zh-hans.ts
+++ b/src/languages/zh-hans.ts
@@ -7274,6 +7274,7 @@ ${reportName}
         updatedCardFeedStatementPeriod: (feedName: string, newValue?: string, previousValue?: string) =>
             `已更改卡片流水“${feedName}”的账单周期截止日${newValue ? ` 为“${newValue}”` : ''}${previousValue ? ` (先前为“${previousValue}”)` : ''}`,
         addedReportField: (fieldType: string, fieldName?: string, defaultValue?: string) => `已添加 ${fieldType} 报告字段“${fieldName}”${defaultValue ? ` 默认值为“${defaultValue}”` : ''}`,
+        updatedRequireCompanyCards: ({enabled}: {enabled: boolean}) => `${enabled ? '已启用' : '已禁用'} 公司商务卡消费要求`,
     },
     roomMembersPage: {
         memberNotFound: '未找到成员。',

Note

You can apply these changes to your branch by copying the patch to your clipboard, then running pbpaste | git apply 😉

View workflow run

@rayane-d rayane-d requested a review from srikarparsi May 1, 2026 21:44
@rayane-d rayane-d marked this pull request as ready for review May 1, 2026 21:44
@rayane-d rayane-d requested review from a team as code owners May 1, 2026 21:44
@melvin-bot melvin-bot Bot requested a review from ZhenjaHorbach May 1, 2026 21:45
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melvin-bot Bot commented May 1, 2026

@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 review from heyjennahay and removed request for a team May 1, 2026 21:45
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srikarparsi commented May 4, 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
  • If there are any errors in the console that are unrelated to this PR, I either fixed them (preferred) or linked to where I reported them in Slack
  • I verified proper code patterns were followed (see Reviewing the code)
    • I verified that any callback methods that were added or modified are named for what the method does and never what callback they handle (i.e. toggleReport and not onIconClick).
    • I verified that comments were added to code that is not self explanatory
    • I verified that any new or modified comments were clear, correct English, and explained "why" the code was doing something instead of only explaining "what" the code was doing.
    • I verified any copy / text shown in the product is localized by adding it to src/languages/* files and using the translation method
    • I verified all numbers, amounts, dates and phone numbers shown in the product are using the localization methods
    • I verified any copy / text that was added to the app is grammatically correct in English. It adheres to proper capitalization guidelines (note: only the first word of header/labels should be capitalized), and is either coming verbatim from figma or has been approved by marketing (in order to get marketing approval, ask the Bug Zero team member to add the Waiting for copy label to the issue)
    • I verified proper file naming conventions were followed for any new files or renamed files. All non-platform specific files are named after what they export and are not named "index.js". All platform-specific files are named for the platform the code supports as outlined in the README.
    • I verified the JSDocs style guidelines (in STYLE.md) were followed
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
  • I verified that this PR follows the guidelines as stated in the Review Guidelines
  • I verified other components that can be impacted by these changes have been tested, and I retested again (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar have been tested & I retested again)
  • I verified all code is DRY (the PR doesn't include any logic written more than once, with the exception of tests)
  • I verified any variables that can be defined as constants (ie. in CONST.ts or at the top of the file that uses the constant) are defined as such
  • If a new component is created I verified that:
    • A similar component doesn't exist in the codebase
    • All props are defined accurately and each prop has a /** comment above it */
    • The file is named correctly
    • The component has a clear name that is non-ambiguous and the purpose of the component can be inferred from the name alone
    • The only data being stored in the state is data necessary for rendering and nothing else
    • For Class Components, any internal methods passed to components event handlers are bound to this properly so there are no scoping issues (i.e. for onClick={this.submit} the method this.submit should be bound to this in the constructor)
    • Any internal methods bound to this are necessary to be bound (i.e. avoid this.submit = this.submit.bind(this); if this.submit is never passed to a component event handler like onClick)
    • All JSX used for rendering exists in the render method
    • The component has the minimum amount of code necessary for its purpose, and it is broken down into smaller components in order to separate concerns and functions
  • If any new file was added I verified that:
    • The file has a description of what it does and/or why is needed at the top of the file if the code is not self explanatory
  • If a new CSS style is added I verified that:
    • A similar style doesn't already exist
    • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(theme.componentBG)
  • If the PR modifies code that runs when editing or sending messages, I tested and verified there is no unexpected behavior for all supported markdown - URLs, single line code, code blocks, quotes, headings, bold, strikethrough, and italic.
  • If the PR modifies a generic component, I tested and verified that those changes do not break usages of that component in the rest of the App (i.e. if a shared library or component like Avatar is modified, I verified that Avatar is working as expected in all cases)
  • If the PR modifies a component related to any of the existing Storybook stories, I tested and verified all stories for that component are still working as expected.
  • If the PR modifies a component or page that can be accessed by a direct deeplink, I verified that the code functions as expected when the deeplink is used - from a logged in and logged out account.
  • If the PR modifies the UI (e.g. new buttons, new UI components, changing the padding/spacing/sizing, moving components, etc) or modifies the form input styles:
    • I verified that all the inputs inside a form are aligned with each other.
    • I added Design label and/or tagged @Expensify/design so the design team can review the changes.
  • If a new page is added, I verified it's using the ScrollView component to make it scrollable when more elements are added to the page.
  • For any bug fix or new feature in this PR, I verified that sufficient unit tests are included to prevent regressions in this flow.
  • If the main branch was merged into this PR after a review, I tested again and verified the outcome was still expected according to the Test steps.
  • I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: HybridApp
Android: mWeb Chrome
iOS: HybridApp
iOS: mWeb Safari
MacOS: Chrome / Safari

@srikarparsi srikarparsi merged commit 3520e35 into Expensify:main May 4, 2026
35 of 36 checks passed
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github-actions Bot commented May 4, 2026

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

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OSBotify commented May 4, 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.

@rayane-d rayane-d deleted the UPDATE_REQUIRE_COMPANY_CARDS_ENABLED branch May 4, 2026 05:13
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OSBotify commented May 4, 2026

🚀 Deployed to staging by https://github.com/srikarparsi in version: 9.3.66-0 🚀

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

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

No help site changes are required.

This PR adds a policy changelog report action — a system message displayed in the #admins room when an admin toggles the "Require company cards for all purchases" setting. The existing help article Workspace-Rules.md already documents the feature itself and includes FAQ entries for it. Changelog system messages in admin rooms are internal audit trail behavior and are not documented in help site articles.

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4 participants