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feat: Add Withdrawal ID column to Expenses search and in report view.#89307

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JS00001 merged 6 commits intoExpensify:mainfrom
samranahm:88384/Withdrawal-ID-in-columns
May 4, 2026
Merged

feat: Add Withdrawal ID column to Expenses search and in report view.#89307
JS00001 merged 6 commits intoExpensify:mainfrom
samranahm:88384/Withdrawal-ID-in-columns

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Explanation of Change

Fixed Issues

$ #88384
PROPOSAL: #88384 (comment)

Tests

  1. Open Spend tab > Expenses
  2. In upper right corner press "Display" dropdown button > Edit columns
  3. Verify "Withdrawal ID" available in Columns list
  4. Select the "Withdrawal ID" > Save
  5. Verify the "Withdrawal ID" column appear in search page
  6. Open a report with 2 or 2+ expense reports
  7. Press "Columns" and select "Withdrawal ID" > Save
  8. Verify the "Withdrawal ID" column available in report view
  • 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 test

  • 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
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    • 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
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    • Android: Native
    • Android: mWeb Chrome
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    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
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      • 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:
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Screenshots/Videos

Android: Native N/A for smaller screens.
Android: mWeb Chrome

N/A for smaller screens.

iOS: Native

N/A for smaller screens.

iOS: mWeb Safari

N/A for smaller screens.

MacOS: Chrome / Safari
macOS.Chrome.mp4

Copilot AI review requested due to automatic review settings April 30, 2026 20:53
@samranahm samranahm requested review from a team as code owners April 30, 2026 20:53
@melvin-bot melvin-bot Bot requested review from dmkt9 and trjExpensify April 30, 2026 20:53
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melvin-bot Bot commented Apr 30, 2026

@dmkt9 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]

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Pull request overview

Adds support for displaying Withdrawal ID as a selectable column in the Expenses search table and in the expense report (transaction list) view, aligning Expenses with the existing Withdrawal ID filter/grouping capabilities.

Changes:

  • Adds withdrawalID to the Transaction Onyx type and wires it into search/report table sorting.
  • Exposes Withdrawal ID as a selectable custom column for Expenses search and report-details columns.
  • Updates translation-key mapping and adds a unit test for the new translation key.

Reviewed changes

Copilot reviewed 6 out of 6 changed files in this pull request and generated 2 comments.

Show a summary per file
File Description
tests/unit/Search/SearchUIUtilsTest.ts Adds a unit test for getSearchColumnTranslationKey() for WITHDRAWAL_ID.
src/types/onyx/Transaction.ts Extends the transaction model with optional withdrawalID.
src/libs/SearchUIUtils.ts Adds sorting mapping, translation key mapping, and ensures selected Withdrawal ID column is not filtered out.
src/libs/ReportUtils.ts Makes Withdrawal ID sortable in report transaction lists and returns the sort value.
src/components/TransactionItemRow/index.tsx Renders the Withdrawal ID value when the column is selected in report view.
src/CONST/index.ts Adds Withdrawal ID to selectable custom columns for Expenses and report-details columns.

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Comment thread src/libs/SearchUIUtils.ts
Comment on lines 5420 to 5424
CONST.SEARCH.TABLE_COLUMNS.TOTAL_PER_ATTENDEE,
CONST.SEARCH.TABLE_COLUMNS.WITHDRAWAL_ID,
]);

return customResult.filter((col) => nonDataColumns.has(col) || columns[col]);
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Add unit test coverage for the new WITHDRAWAL_ID column behavior in getColumnsToShow. Right now the logic relies on including WITHDRAWAL_ID in the nonDataColumns set so it isn't filtered out by data-presence checks; without a test, it's easy to regress and reintroduce the original bug (column not appearing after being selected). Consider extending the existing custom-columns tests to include WITHDRAWAL_ID and assert it remains visible even when transactions don't have a withdrawalID value.

Copilot uses AI. Check for mistakes.
Comment thread src/libs/SearchUIUtils.ts
Comment on lines 5418 to 5422
CONST.SEARCH.TABLE_COLUMNS.ACTION,
CONST.SEARCH.TABLE_COLUMNS.ATTENDEES,
CONST.SEARCH.TABLE_COLUMNS.TOTAL_PER_ATTENDEE,
CONST.SEARCH.TABLE_COLUMNS.WITHDRAWAL_ID,
]);
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The nonDataColumns comment says these columns "always have content", but WITHDRAWAL_ID (added here) can be legitimately empty. Consider rewording that comment to match the actual intent: columns that should not be filtered out by data-presence checks when explicitly selected in custom columns.

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codecov Bot commented Apr 30, 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/components/TransactionItemRow/index.tsx 83.13% <100.00%> (+0.09%) ⬆️
src/libs/DebugUtils.ts 68.73% <100.00%> (+0.06%) ⬆️
src/libs/SearchUIUtils.ts 63.83% <100.00%> (+0.03%) ⬆️
src/libs/ReportUtils.ts 83.28% <0.00%> (+0.02%) ⬆️
... and 9 files with indirect coverage changes

@trjExpensify trjExpensify removed the request for review from a team April 30, 2026 22:20
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@heyjennahay wanna' test this one as you requested it?

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dmkt9 commented May 1, 2026

@samranahm typcheck fail

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Fixing..

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dmkt9 commented May 1, 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
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  • 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

N/A

Android: mWeb Chrome

N/A

iOS: HybridApp

N/A

iOS: mWeb Safari

N/A

MacOS: Chrome / Safari
mac.safari.mp4

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@dmkt9 All yours.

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New addition Jenna wanted! 👍

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LGTM

@melvin-bot melvin-bot Bot requested a review from JS00001 May 4, 2026 02:14
@JS00001 JS00001 merged commit 2eb3e63 into Expensify:main May 4, 2026
41 of 42 checks passed
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github-actions Bot commented May 4, 2026

🚧 @JS00001 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.

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OSBotify commented May 4, 2026

🚀 Deployed to staging by https://github.com/JS00001 in version: 9.3.66-0 🚀

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

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After reviewing PR changes and the help site docs under App/docs/articles, no help site changes are required.

The column customization article (Using-Reports-in-New-Expensify.md) intentionally avoids enumerating all available columns, listing only a few examples and directing users to the UI:

"To view the full list of available columns, click the Columns icon in the Spend tab."

Since the docs defer to the product UI for column discovery, adding the new Withdrawal ID column doesn't create a documentation gap.

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7 participants