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@tomerqodo tomerqodo commented Dec 4, 2025

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Benchmark PR Expensify#68929

Type: Clean (correct implementation)

Original PR Title: Update Reports page tabs (Expenses, Reports, Chats) to work without optimistic transaction thread reports
Original PR Description:

Explanation of Change

Update Reports page tabs (Expenses, Reports, Chats) to work without optimistic transaction thread reports

Fixed Issues

$ Expensify#67890
PROPOSAL: N/A

Tests

  • Verify that no errors appear in the JS console

Steps to repeat before every tests block:

  1. Turn on the noOptimisticTransactionThreads beta.
  2. In the troubleshoot section turn on Block transaction thread report creation toggle (you can also turn it on in the troubleshoot modal CMD + D)
  3. In Workspace chat create sevral expenses and an empty report
  4. In 1-1 chat with user A create just on expense
  5. In 1-1 chat with user B create sevral expenses

Expenses tab:

  1. Go to the Reports -> Expenses tab.
  2. Open any expense by tapping on the row (one transaction expense, several transactions expense)
  3. Open any expense by tapping on the View button
  4. Select one or several expenses that wasn't opened before (using checkboxes)
  5. Open actions dropdown (Hold, Export, Delete)
  6. Test Hold and make sure it works as expected.
  7. Test Export and make sure it works as expected.
  8. Test Delete and make sure it works as expected.
  9. Select using checkbox the workspace expense that wan't opened before and Move expense to the empty report.

Reports tab:

  1. Go to the Reports -> Reports tab.
  2. Open multi-expense report by tapping on the report header/preview, View button in the header
  3. Open one-expense report by tapping on the report header/preview, View button in the header
  4. Open any expense by tapping on the View button in the expense row
  5. Select one or several expenses that wasn't opened before (using checkboxes)
  6. Open actions dropdown (Hold, Export, Delete)
  7. Test Hold and make sure it works as expected.
  8. Test Export and make sure it works as expected.
  9. Test Delete and make sure it works as expected.
  10. Select using checkbox the workspace expense that wan't opened before and Move expense to the empty report.

Chats tab:

  1. Go to the Reports -> Chats tab.
  2. Open any expense by tapping on the preview. Repeat it with a couple of expenses.

Regressions to check:
Expensify#67622

Offline tests

Same, as in the Tests

QA Steps

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

  • Verify that no errors appear in the JS console

Same, as in the Tests

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
    • MacOS: Desktop
  • 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 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.mp4
Android: mWeb Chrome
android-web.mp4
iOS: Native
ios.mp4
iOS: mWeb Safari
ios_web.mp4
MacOS: Chrome / Safari
web-chats-tab.mp4
web-reports-tab-move.mp4
web-reports-tab.mp4
web-expenses-tab.mp4
MacOS: Desktop
desktop-report-chat-tabs.mp4
desktop-expenses-tab.mp4

Original PR URL: Expensify#68929


PR Type

Enhancement


Description

  • Add support for creating transaction thread reports dynamically when opening transactions without existing threads

  • Extract transaction thread creation logic into reusable createAndOpenSearchTransactionThread function

  • Update Search and TransactionGroupListItem components to handle missing transaction threads

  • Add isOneTransactionReport property to TransactionGroupListItemType for better transaction identification

  • Implement automatic thread creation in SearchMoneyRequestReportPage for single-transaction reports


Diagram Walkthrough

flowchart LR
  A["User opens transaction"] --> B{"Has transaction thread?"}
  B -->|No| C["createAndOpenSearchTransactionThread"]
  B -->|Yes| D["Navigate to report"]
  C --> E["Create thread report"]
  E --> F["Update search results"]
  F --> D
Loading

File Walkthrough

Relevant files
Enhancement
types.ts
Add isOneTransactionReport property to transaction group type

src/components/SelectionList/types.ts

  • Add isOneTransactionReport optional boolean property to
    TransactionGroupListItemType
  • Property indicates whether the report contains a single transaction
+3/-0     
SearchUIUtils.ts
Add transaction thread creation utility function                 

src/libs/SearchUIUtils.ts

  • Import createTransactionThreadReport, openReport from Report actions
    and updateSearchResultsWithTransactionThreadReportID from Search
    actions
  • Add new createAndOpenSearchTransactionThread function that creates
    transaction thread reports and navigates to them
  • Function handles loading IOU report action if not already available
  • Export new function for use in other components
+16/-1   
index.tsx
Integrate dynamic thread creation in Search component       

src/components/Search/index.tsx

  • Remove import of updateSearchResultsWithTransactionThreadReportID from
    Search actions
  • Remove import of createTransactionThreadReport from Report actions
  • Import new createAndOpenSearchTransactionThread utility function
  • Add logic in onSelectRow to detect transactions without thread reports
    and create them
  • Move transaction thread creation logic earlier in selection flow
    before other navigation logic
+12/-16 
TransactionGroupListItem.tsx
Add thread creation handling in transaction group item     

src/components/SelectionList/Search/TransactionGroupListItem.tsx

  • Import getReportAction from ReportActionsUtils and
    createAndOpenSearchTransactionThread from SearchUIUtils
  • Add currentSearchHash from search context
  • Add check in transaction open handler to detect missing transaction
    threads
  • Call createAndOpenSearchTransactionThread when transaction thread is
    missing
+9/-2     
SearchMoneyRequestReportPage.tsx
Add automatic thread creation for money request reports   

src/pages/Search/SearchMoneyRequestReportPage.tsx

  • Import additional hooks for network status, paginated report actions,
    and transactions
  • Import utility functions for filtering report actions and getting
    transaction thread IDs
  • Import createTransactionThreadReport from Report actions
  • Add logic to fetch and process report transactions and actions
  • Add effect to automatically create transaction thread for
    single-transaction reports
  • Calculate transaction thread report ID and detect when thread needs
    creation
+30/-2   
Tests
SearchUIUtilsTest.ts
Add tests for transaction thread creation function             

tests/unit/Search/SearchUIUtilsTest.ts

  • Add mocks for Navigation, Report actions, and Search actions
  • Add comprehensive test suite for createAndOpenSearchTransactionThread
    function
  • Test cases cover thread creation, navigation, and IOU report loading
    scenarios
+50/-0   

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PR Compliance Guide 🔍

Below is a summary of compliance checks for this PR:

Security Compliance
🟢
No security concerns identified No security vulnerabilities detected by AI analysis. Human verification advised for critical code.
Ticket Compliance
🎫 No ticket provided
  • Create ticket/issue
Codebase Duplication Compliance
Codebase context is not defined

Follow the guide to enable codebase context checks.

Custom Compliance
🟢
Generic: Meaningful Naming and Self-Documenting Code

Objective: Ensure all identifiers clearly express their purpose and intent, making code
self-documenting

Status: Passed

Learn more about managing compliance generic rules or creating your own custom rules

Generic: Secure Error Handling

Objective: To prevent the leakage of sensitive system information through error messages while
providing sufficient detail for internal debugging.

Status: Passed

Learn more about managing compliance generic rules or creating your own custom rules

Generic: Secure Logging Practices

Objective: To ensure logs are useful for debugging and auditing without exposing sensitive
information like PII, PHI, or cardholder data.

Status: Passed

Learn more about managing compliance generic rules or creating your own custom rules

Generic: Comprehensive Audit Trails

Objective: To create a detailed and reliable record of critical system actions for security analysis
and compliance.

Status:
Missing Audit Logs: The new flow creates and opens transaction thread reports without any explicit audit
logging of the creation or navigation actions, which may be critical events.

Referred Code
/** Creates transaction thread report and navigates to it from the search page */
function createAndOpenSearchTransactionThread(item: TransactionListItemType, iouReportAction: OnyxEntry<OnyxTypes.ReportAction>, hash: number, backTo: string) {
    // We know that iou report action exists, but it wasn't loaded yet. We need to load iou report to have the necessary data in the onyx.
    if (!iouReportAction) {
        openReport(item.report.reportID);
    }
    const transactionThreadReport = createTransactionThreadReport(item.report, iouReportAction ?? ({reportActionID: item.moneyRequestReportActionID} as OnyxTypes.ReportAction));
    if (transactionThreadReport?.reportID) {
        updateSearchResultsWithTransactionThreadReportID(hash, item.transactionID, transactionThreadReport?.reportID);
    }
    Navigation.navigate(ROUTES.SEARCH_REPORT.getRoute({reportID: transactionThreadReport?.reportID, backTo}));
}

Learn more about managing compliance generic rules or creating your own custom rules

Generic: Robust Error Handling and Edge Case Management

Objective: Ensure comprehensive error handling that provides meaningful context and graceful
degradation

Status:
No Error Handling: The function createAndOpenSearchTransactionThread lacks error handling for failures in
openReport, thread creation, result updates, or navigation, risking silent failures.

Referred Code
/** Creates transaction thread report and navigates to it from the search page */
function createAndOpenSearchTransactionThread(item: TransactionListItemType, iouReportAction: OnyxEntry<OnyxTypes.ReportAction>, hash: number, backTo: string) {
    // We know that iou report action exists, but it wasn't loaded yet. We need to load iou report to have the necessary data in the onyx.
    if (!iouReportAction) {
        openReport(item.report.reportID);
    }
    const transactionThreadReport = createTransactionThreadReport(item.report, iouReportAction ?? ({reportActionID: item.moneyRequestReportActionID} as OnyxTypes.ReportAction));
    if (transactionThreadReport?.reportID) {
        updateSearchResultsWithTransactionThreadReportID(hash, item.transactionID, transactionThreadReport?.reportID);
    }
    Navigation.navigate(ROUTES.SEARCH_REPORT.getRoute({reportID: transactionThreadReport?.reportID, backTo}));
}

Learn more about managing compliance generic rules or creating your own custom rules

Generic: Security-First Input Validation and Data Handling

Objective: Ensure all data inputs are validated, sanitized, and handled securely to prevent
vulnerabilities

Status:
Input Assumptions: The added logic assumes item.transactionThreadReportID sentinel values and available IOU
actions without validating inputs or handling missing/invalid states, which could lead to
inconsistent navigation.

Referred Code
const isTransactionItem = isTransactionListItemType(item);
const backTo = Navigation.getActiveRoute();

// If we're trying to open a transaction without a transaction thread, let's create the thread and navigate the user
if (isTransactionItem && item.transactionThreadReportID === CONST.REPORT.UNREPORTED_REPORT_ID) {
    const iouReportAction = getIOUActionForTransactionID(reportActionsArray, item.transactionID);
    createAndOpenSearchTransactionThread(item, iouReportAction, hash, backTo);
    return;
}

Learn more about managing compliance generic rules or creating your own custom rules

Compliance status legend 🟢 - Fully Compliant
🟡 - Partial Compliant
🔴 - Not Compliant
⚪ - Requires Further Human Verification
🏷️ - Compliance label

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PR Code Suggestions ✨

Explore these optional code suggestions:

CategorySuggestion                                                                                                                                    Impact
Possible issue
Fix race condition during thread creation

In createAndOpenSearchTransactionThread, if iouReportAction is missing, call
openReport to fetch it and then return immediately to prevent a race condition.
This ensures createTransactionThreadReport is only called with complete data.

src/libs/SearchUIUtils.ts [1280-1291]

 /** Creates transaction thread report and navigates to it from the search page */
 function createAndOpenSearchTransactionThread(item: TransactionListItemType, iouReportAction: OnyxEntry<OnyxTypes.ReportAction>, hash: number, backTo: string) {
     // We know that iou report action exists, but it wasn't loaded yet. We need to load iou report to have the necessary data in the onyx.
     if (!iouReportAction) {
         openReport(item.report.reportID);
+        return;
     }
-    const transactionThreadReport = createTransactionThreadReport(item.report, iouReportAction ?? ({reportActionID: item.moneyRequestReportActionID} as OnyxTypes.ReportAction));
+    const transactionThreadReport = createTransactionThreadReport(item.report, iouReportAction);
     if (transactionThreadReport?.reportID) {
         updateSearchResultsWithTransactionThreadReportID(hash, item.transactionID, transactionThreadReport?.reportID);
     }
     Navigation.navigate(ROUTES.SEARCH_REPORT.getRoute({reportID: transactionThreadReport?.reportID, backTo}));
 }
  • Apply / Chat
Suggestion importance[1-10]: 7

__

Why: The suggestion correctly identifies a race condition where createTransactionThreadReport is called before openReport can fetch the required iouReportAction, potentially leading to incorrect thread creation with partial data.

Medium
  • More

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