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Move floating counter copy subscriptions out of the message list - #106159

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roryabraham merged 2 commits into
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refactor/report-actions-counter-ownership
Nov 6, 2026
Merged

roryabraham merged 2 commits into
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refactor/report-actions-counter-ownership

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@roryabraham roryabraham commented Nov 6, 2026 •

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Explanation of Change

The message list subscribed to workspace policy, approval rules, and onboarding intent just to choose the floating counter's “Mark as done” label. Those reads now live in a small counter wrapper, so their updates do not directly rerender the list content. That said, this is more motivated as a small cleanup than as a perf improvement (I didn't benchmark).

I'm trying to simplify the main chat list data -> render pipeline because it's super complicated (to the point where it's really hard to review changes to it!), so I'm just whittling away with small targeted cleanups when I have spare cycles.

Fixed Issues

Follow-up to #105473. No separate issue.

Tests

  1. Create a new account with an unused email address.
  2. Skip adding a work email, choose “Track expenses for my business,” and enter your name to finish onboarding.
  3. On Home, click “Report” to create an expense report.
  4. Click “Add expense,” then “Create expense,” and select the “Manual” tab. Dismiss the location prompt with “Not now” if it appears.
  5. Enter an amount of 12, enter “Counter Cafe” as the merchant, choose “Meals and Entertainment” as the category, and click “Create expense.”
  6. Click the “From” link below the report title to open your workspace expense conversation.
  7. Send twelve comments in that conversation. Give each comment three lines of text so the report card scrolls out of view.
  8. Scroll to the newest comment and confirm a green “Mark as done” pill appears near the top of the conversation.
  9. Click that floating pill and confirm it scrolls to the expense report card without submitting the report; the card must still say “Draft.”
  10. Click “Latest messages” and confirm the newest comment is visible again.
  11. Duplicate the browser tab and leave the original conversation tab open.
  12. In the second tab, open “Workspaces,” select the workspace created during onboarding, and open “More features.”
  13. Enable “Workflows,” open “Workflows” in the workspace menu, and select its “Approvals” tab.
  14. Turn on “Require additional approval before authorizing a payment.”
  15. Return to the original conversation tab without reloading and confirm the floating pill now says “Submit.”
  16. Click the floating “Submit” pill and confirm it scrolls to the expense report card without submitting it.
  17. Click “Latest messages” to return to the newest comment.
  18. In the second tab, turn off approvals and confirm “Disable” when prompted.
  19. Return to the original conversation tab without reloading and confirm the floating pill changes back to “Mark as done.”
  20. Click “Mark as done,” confirm the draft report card is brought into view, and click “Latest messages” to return to the newest comment.
  21. Reload the conversation and confirm the comments and “Mark as done” pill remain available.
  • Verify that no errors appear in the JS console

Offline tests

  1. Complete the online steps and leave the loaded conversation showing the newest comment and “Mark as done” pill.
  2. Open Chrome DevTools, select Network, and change the throttling dropdown to “Offline.”
  3. Click the floating “Mark as done” pill and confirm the cached draft report card is brought into view.
  4. Click “Latest messages” and confirm the newest cached comment is visible and the “Mark as done” pill returns.
  5. Change the Network throttling dropdown back to “No throttling.”

QA Steps

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 verified there are no new alerts related to the canBeMissing param for useOnyx
  • 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

Not tested.

Android: mWeb Chrome

Not tested.

iOS: Native

Not tested.

iOS: mWeb Safari

Not tested.

MacOS: Chrome / Safari

Desktop Chromium. Final verification after review, using a UI-created account, workspace, expense, and comments.

Floating “Submit” with approvals enabled:

Floating Submit pill

Clicking the pill returns to the draft report card and exposes “Latest messages”:

Draft report card after counter navigation

Disabling approvals in a second tab updates the open conversation to “Mark as done” without a reload:

Live Mark as done label

The same label remains after reloading:

Mark as done after reload

Conversation verification recording:

counter-final.webm

Second-tab workspace approval change:

counter-final-1.webm

Cached navigation while offline:

offline-navigation.webm

@roryabraham
roryabraham requested a review from a team November 6, 2026 00:24
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@codex review

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Codex Review Summary

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📝 Code Review ✅ Completed 2026-11-06T10:10:20.936938Z 102d872 Draft marked ready
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Codex Review: Didn't find any major issues. 🚀

Reviewed commit: 102d872246

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@roryabraham
roryabraham marked this pull request as ready for review November 6, 2026 10:04
@roryabraham
roryabraham requested a review from a team as a code owner November 6, 2026 10:04
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melvin-bot Bot requested review from heyjennahay and tylerkaraszewski and removed request for a team November 6, 2026 10:04
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melvin-bot Bot commented Nov 6, 2026

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@tylerkaraszewski 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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roryabraham requested review from mountiny and removed request for heyjennahay November 6, 2026 10:05
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@roryabraham - best test steps I've seen in a while, thanks!

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tylerkaraszewski commented Nov 6, 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 any copy / text that was added to the app 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 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
    • All props are defined accurately
    • 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
    • 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 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 the PR adds or modifies the UI:
    • I asked an AI agent to review the changes for accessibility issues and addressed its findings.
    • I tested with a screen reader (VoiceOver on macOS) and verified all new/changed elements are reachable with a logical focus order.
    • I verified all new/changed elements have meaningful accessible names and roles.
    • I verified state changes are announced (e.g. checked/unchecked, expanded/collapsed, selected).
  • 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

@roryabraham
roryabraham merged commit 5ee4f93 into main Nov 6, 2026
55 of 56 checks passed
@roryabraham
roryabraham deleted the refactor/report-actions-counter-ownership branch November 6, 2026 21:18
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🚧 roryabraham has triggered a test Expensify/App build. You can view the workflow run here.

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@OSBotify OSBotify mentioned this pull request Nov 7, 2026
85 tasks done
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OSBotify commented Nov 7, 2026

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🚀 Deployed to staging by https://github.com/roryabraham in version: 9.5.34-0 🚀

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

@MelvinBot

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No FullStory changes needed — this PR only moves existing floating-counter subscriptions into a wrapper, preserving the same labels and click behavior without adding new user-facing functionality.


view run

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No help site update needed — this PR only moves existing data subscriptions into a separate component, without changing user-facing behavior, releasing a beta, or making any existing article sentence incorrect.


view run

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OSBotify commented Nov 9, 2026

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🚀 Deployed to production by https://github.com/yuwenmemon in version: 9.5.34-1 🚀

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

Bundle Size Analysis (Sentry):

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4 participants