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fix: Error shows up when submitting unreported card expense to user#89982

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MonilBhavsar merged 3 commits into
Expensify:mainfrom
paulnjs:paulnjs-fix/88315
May 14, 2026
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fix: Error shows up when submitting unreported card expense to user#89982
MonilBhavsar merged 3 commits into
Expensify:mainfrom
paulnjs:paulnjs-fix/88315

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@paulnjs paulnjs commented May 8, 2026

Explanation of Change

Fixed Issues

$#88315
PROPOSAL:#88315 (comment)

Tests

Precondition:

  • User has added Wells Fargo card feed and assigned themselves Plaid Credit Card 3333.
  • There is at least one imported card transaction.
  1. Open the app
  2. Go to workspace chat.
  3. Open the expense report with card expenses.
  4. Click More > Delete > Delete.
  5. Go to self DM.
  6. Open the unreported card expense.
  7. Click on the report header > Submit it to someone
  8. Verify that app not be able to select user when submitting unreported card expense
  • Verify that no errors appear in the JS console

Offline tests

QA Steps

  1. Open the app
  2. Go to workspace chat.
  3. Open the expense report with card expenses.
  4. Click More > Delete > Delete.
  5. Go to self DM.
  6. Open the unreported card expense.
  7. Click on the report header > Submit it to someone
  8. Verify that app not be able to select user when submitting unreported card expense
  • 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
android_web.mov
iOS: Native
iOS: mWeb Safari
ios_sfr.mov
MacOS: Chrome / Safari
web.mov

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codecov Bot commented May 8, 2026

Codecov Report

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

Files with missing lines Coverage Δ
src/pages/iou/request/ParticipantSearchResults.tsx 0.00% <0.00%> (ø)
... and 4 files with indirect coverage changes

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paulnjs commented May 11, 2026

I'm waiting to account is imported card transaction to record the videos

@paulnjs paulnjs marked this pull request as ready for review May 12, 2026 15:35
@paulnjs paulnjs requested review from a team as code owners May 12, 2026 15:35
@melvin-bot melvin-bot Bot requested review from joekaufmanexpensify and rojiphil and removed request for a team May 12, 2026 15:35
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melvin-bot Bot commented May 12, 2026

@rojiphil 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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paulnjs commented May 12, 2026

I have problem make app crash on native so unable to record video right now. I will add it later in tmr or the day after tmr

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good for product

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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 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
89982-android-hybrid-001.mp4
Android: mWeb Chrome
89982-mweb-chrome-001.mp4
iOS: HybridApp
89982-ios-hybrid-001.mp4
iOS: mWeb Safari
89982-mweb-safari-001.mp4
MacOS: Chrome / Safari
89982-mweb-chrome-001.mp4

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Thanks @paulnjs for the PR.

@MonilBhavsar Changes LGTM.
All yours now. Thanks.

@melvin-bot melvin-bot Bot requested a review from MonilBhavsar May 13, 2026 18:06
@MonilBhavsar MonilBhavsar merged commit 641cfea into Expensify:main May 14, 2026
48 of 49 checks passed
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🚧 @MonilBhavsar has triggered a test Expensify/App build. You can view the workflow run here.

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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/MonilBhavsar in version: 9.3.74-7 🚀

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

Bundle Size Analysis (Sentry):

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I reviewed the changes in this PR. The diff is a single-line bug fix in ParticipantSearchResults.tsx that adds a !isCorporateCardTransaction guard to the includeUserToInvite option — preventing users from selecting/inviting arbitrary participants when submitting unreported corporate card expenses.

No help site changes are required. This is an internal UI behavior fix for an edge case. It doesn't alter any documented workflow, feature name, setting, or user-facing concept covered by the help site articles.

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🚀 Deployed to production by https://github.com/Beamanator in version: 9.3.74-7 🚀

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

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Hi @paulnjs. The deleted card feed expenses are not moved to Self DM. Repro in PROD. Is this a new behavior? Or we missed some steps?

cc @MonilBhavsar @joekaufmanexpensify @rojiphil

89982-Web.mp4

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The deleted card feed expenses are not moved to Self DM. Repro in PROD. Is this a new behavior? Or we missed some steps?

Hm, I am not aware that is an intentional change related to this PR. I just tested this on staging and deleting the report is moving them to unreported. Could you try again @IuliiaHerets ?

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Thanks for checking, Joe! 🙏

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@joekaufmanexpensify The behavior is still the same on our side.
We can check it off if it passes for you

89982-Web-2.mp4

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@IuliiaHerets in this scenario you're seeing, is the unreported transaction still visible in the spend page or just totally gone?

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@joekaufmanexpensify Once deleted, the transaction disappears everywhere in the app

89982-Web-3.mp4

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@IuliiaHerets in your video there is only one expense on that report. If you delete a single expense report it deletes both the expense AND the report. Whereas, if you delete a multi-expense report, it should just delete the report and then unreport the expenses. I just tested again on staging with the mock bank account and it works fine for me. Could you please try again and confirm?

2026-05-19_17-02-01.mp4

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@joekaufmanexpensify The precondition was not accurate. It should be: 'There is more than one imported card transaction.'
PR still fails because we can select any user or workspace. The original issue is still reproducible

89982-Web-4.mp4

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@paulnjs @rojiphil @MonilBhavsar can you look at the above? The actual bug from OP doesn't appear to be fixed when I test it either. I still see the option to submit the unreported expense to another individual, in addition to a workspace.

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We're discussing here https://expensify.slack.com/archives/C01GTK53T8Q/p1779455217144159
@paulnjs if you could please chime in. I could not find your slack handle

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@paulnjs As discussed here, please raise a follow-up PR so that we do not allow selecting a user for non-managed personal cards also.

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paulnjs commented May 23, 2026

@rojiphil Thanks for your help on this. I was unavailable during this time yesterday. I will open the PR asap.

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7 participants