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Feat: Identify and update all read-only push rows to be copiable via long-press or right click#59731

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blimpich merged 13 commits into
Expensify:mainfrom
callstack-internal:feat/long-press-to-copy
Apr 15, 2025
Merged

Feat: Identify and update all read-only push rows to be copiable via long-press or right click#59731
blimpich merged 13 commits into
Expensify:mainfrom
callstack-internal:feat/long-press-to-copy

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@sosek108

@sosek108 sosek108 commented Apr 7, 2025

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Explanation of Change

Across whole application users sees plenty of information which he could want to use outside of the application. To ensure seamingless experience it’s in best interest that important data is easy to copy and user has the same way to do so across whole application. To do so we’ve implemented mobile „long press to copy” or desktop „right click to copy” functionality on several application’s views.
1. Profile details
We can add this functionality to email field.
2. Preview of expense report
We can add this functionality to merchant and distance.
3. Workspace overview
We can add this functionality to company address
4. Card details
We can add this functionality to card number field.
5. Wallet page
We can add this functionality to balance field.

Fixed Issues

$ #58234
PROPOSAL: #58234 (comment)

Tests

Profile page

  1. Open application
  2. Go to any workspace -> members
  3. Click on one of members and then click „Profile”
  4. Verify if copy functionality is available and copied value is proper
    1. Mobile: Long press on email
    2. Desktop: right click on email
  5. Perform the same test on account with only mobile phone login

Workspace overview

  1. Open application
  2. Go to any workspace not owned by the user -> Overview
  3. Verify if copy functionality is available and copied value is proper
    1. Mobile: Long press on address
    2. Desktop: right click on address

Workspace members page

  1. Open application
  2. Go to any workspace -> Members -> Click on any member
  3. Verify if copy functionality is available and copied value is proper
    1. Mobile: Long press on email
    2. Desktop: right click on email

Expense report preview

  1. Open application
  2. Open any paid report with merchant provided
  3. Verify if copy functionality is available and copied value is proper
    1. Mobile: Long press on merchant
    2. Desktop: right click on merchant
  4. Open any paid report with distance provided
  5. Verify if copy functionality is available and copied value is proper
    1. Mobile: Long press on distance
    2. Desktop: right click on distance

Card details

  1. Open application
  2. Go to the Workspace settings->More features and enable Expensify Card.
  3. Open the Expensify Card option in LHN.
  4. Follow the instructions to issue a new card to some user B.
  5. Login as user B.
  6. Go to Settings -> Wallet, and open the card under Assigned cards.
  7. Tap reveal details to get the card number to show.
  8. Verify if copy functionality is available and copied value is proper
    1. Mobile: Long press on card number
    2. Desktop: right click on card number

Wallet page

  1. Open application with user that has Wallet functionality setted up
  2. Go to settings -> Wallet
  3. Verify if copy functionality is available and copied value is proper
    1. Mobile: Long press on balance
    2. Desktop: right click on balance

Offline tests

N/A

QA Steps

Profile page

  1. Open application
  2. Go to any workspace -> members
  3. Click on one of members and then click „Profile”
  4. Verify if copy functionality is available and copied value is proper
    1. Mobile: Long press on email
    2. Desktop: right click on email
  5. Perform the same test on account with only mobile phone login

Workspace overview

  1. Open application
  2. Go to any workspace not owned by the user -> Overview
  3. Verify if copy functionality is available and copied value is proper
    1. Mobile: Long press on address
    2. Desktop: right click on address

Workspace members page

  1. Open application
  2. Go to any workspace -> Members -> Click on any member
  3. Verify if copy functionality is available and copied value is proper
    1. Mobile: Long press on email
    2. Desktop: right click on email

Expense report preview

  1. Open application
  2. Open any paid report with merchant provided
  3. Verify if copy functionality is available and copied value is proper
    1. Mobile: Long press on merchant
    2. Desktop: right click on merchant
  4. Open any paid report with distance provided
  5. Verify if copy functionality is available and copied value is proper
    1. Mobile: Long press on distance
    2. Desktop: right click on distance

Card details

  1. Open application
  2. Go to the Workspace settings->More features and enable Expensify Card.
  3. Open the Expensify Card option in LHN.
  4. Follow the instructions to issue a new card to some user B.
  5. Login as user B.
  6. Go to Settings -> Wallet, and open the card under Assigned cards.
  7. Tap reveal details to get the card number to show.
  8. Verify if copy functionality is available and copied value is proper
    1. Mobile: Long press on card number
    2. Desktop: right click on card number

Wallet page

  1. Open application with user that has Wallet functionality setted up
  2. Go to settings -> Wallet
  3. Verify if copy functionality is available and copied value is proper
    1. Mobile: Long press on balance
    2. Desktop: right click on balance

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 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: mWeb Chrome
iOS: Native ![ios-workspace_members](https://github.com/user-attachments/assets/4f5ef5a3-b554-4404-aad2-537d4a3165a3) ![ios-profile_page](https://github.com/user-attachments/assets/4d0091e0-6872-49cb-ac1d-a4b150a1dba1) ![ios-worskpace_overview](https://github.com/user-attachments/assets/8bdcd696-b841-49d1-ada1-0ea6b8283823) ![ios-expense-merchant](https://github.com/user-attachments/assets/92c15e1b-c806-4ba2-adfc-d79b276e9531) ![ios-expense-distance](https://github.com/user-attachments/assets/c35421f0-4219-4f6e-b31b-0d59cd26b063)
iOS: mWeb Safari
MacOS: Chrome / Safari ![desktop-workspace_overview](https://github.com/user-attachments/assets/bc98add1-ca59-4322-a9bf-b74946e6dee7) ![desktop-workspace_members](https://github.com/user-attachments/assets/7d872f31-4547-46de-b07f-6046b350c7fc) ![desktop-profile](https://github.com/user-attachments/assets/c9b5ab76-a5c7-44f3-8899-d0c25da1b380) ![desktop-distance](https://github.com/user-attachments/assets/8c8b53cb-ba79-4035-918d-b650f5cb52d4) ![desktop-merchant](https://github.com/user-attachments/assets/b88d076d-72cb-41e6-899b-26a2fd6212a5)
MacOS: Desktop

@sosek108 sosek108 requested a review from a team as a code owner April 7, 2025 12:40
@melvin-bot melvin-bot Bot requested a review from jjcoffee April 7, 2025 12:40
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melvin-bot Bot commented Apr 7, 2025

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@jjcoffee 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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jjcoffee commented Apr 7, 2025

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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: Native
    • Android: mWeb Chrome
    • iOS: Native
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
    • MacOS: Desktop
  • 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: Native
android-app-2025-04-10_15.44.58.mp4
Android: mWeb Chrome
android-chrome-2025-04-10_15.49.41.mp4
iOS: Native
ios-app-2025-04-10_15.54.27.mp4
iOS: mWeb Safari
ios-safari-2025-04-10_15.56.42.mp4
MacOS: Chrome / Safari
desktop-chrome-2025-04-10_14.46.25.mp4
MacOS: Desktop
desktop-app-2025-04-10_15.36.35.mp4

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jjcoffee commented Apr 8, 2025

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@sosek108 Sorry for not bringing this up earlier, but why are we adding copy functionality to Company address (Workspace -> Overview) if it's not a read-only row?

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jjcoffee commented Apr 8, 2025

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Go to preview of any submitted card

@sosek108 Could you clarify what this means? I don't see any copy functionality here, for example:

image

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sosek108 commented Apr 9, 2025

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@sosek108 Could you also update the test steps to identify which field should be copyable?

Fields were already listed. I bolded them for visibility

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sosek108 commented Apr 9, 2025

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@sosek108 Sorry for not bringing this up earlier, but why are we adding copy functionality to Company address (Workspace -> Overview) if it's not a read-only row?

This field is read only if workspace is not owned by you. Updated test steps

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sosek108 commented Apr 9, 2025

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BUG: Copy icon shows next to email field on the member details screen that shows (before you click Profile) in the test steps.

Yeah, I've missed that one. I've updated that and created new entry in test steps Workspace members page.

After this commit a component CommunicationsLink is not used anymore. Should I delete it?

@sosek108

sosek108 commented Apr 9, 2025

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Go to preview of any submitted card

@sosek108 Could you clarify what this means? I don't see any copy functionality here, for example:

Honestly this one I had to guess as I have no access to Expensify Cards page. These information you are looking for should be hidden somewhere under button: Reveal details which is available on Expensify page.

I am more than happy to update test steps for that but can you help me with clarifing them?

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sosek108 commented Apr 9, 2025

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@sosek108 Could you add screenshots please? Thanks! 🙏

I've added screenshots for iOS Native and desktop Web as functionality is same at others platforms

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sosek108 commented Apr 9, 2025

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@jjcoffee Please be informed that I'll be out of office until monday

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Honestly this one I had to guess as I have no access to Expensify Cards page. These information you are looking for should be hidden somewhere under button: Reveal details which is available on Expensify page.

@blimpich Any ideas about this? I can only see the reveal details on the wallet page if I assign a card to another user, on the Expensify Card page as an admin I don't think the details are available.

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  1. No I'm not sure. @jjcoffee you were able to show get the card page showing it seems? I'm not familiar with that part of the app, can you give @sosek108 steps for how to setup the app so that they can replicate the screen that you are able to see? Then when they get back on Monday they can look into it more.
  2. if you're referring to the little document icon that is used to indicate if the row is copiable, yes, we want to get rid of that 👍
  3. The intent was to have only read-only rows be copiable. If this turns out to be a big hassle we can come back to it (and involve the design team), but the expectation was that only where the data is immutable should there be copy functionality.

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@sosek108 Here are the steps to get an Expensify card added, and to get to the same screen as I have:

  1. Go to the Workspace settings->More features and enable Expensify Card.
  2. Open the Expensify Card option in LHN.
  3. Follow the instructions to issue a new card to some user B.
  4. Login as user B.
  5. Go to Settings -> Wallet, and open the card under Assigned cards.
  6. Tap reveal details to get the card number to show.

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After this commit a component CommunicationsLink is not used anymore. Should I delete it?

@sosek108 Yup, seems fine to me!

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The intent was to have only read-only rows be copiable. If this turns out to be a big hassle we can come back to it (and involve the design team), but the expectation was that only where the data is immutable should there be copy functionality.

@sosek108 Seems like this would be fairly easy to implement? Only enable copy if the row is not interactive, I guess.

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The intent was to have only read-only rows be copiable. If this turns out to be a big hassle we can come back to it (and involve the design team), but the expectation was that only where the data is immutable should there be copy functionality.

@sosek108 Seems like this would be fairly easy to implement? Only enable copy if the row is not interactive, I guess.

9a3e507

Here is commit where I remove this func for active fields

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After this commit a component CommunicationsLink is not used anymore. Should I delete it?

@sosek108 Yup, seems fine to me!

a8c8177 done here

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Nice, thanks! I'll have to retest tomorrow, I currently can't sign in.

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@sosek108 sosek108 force-pushed the feat/long-press-to-copy branch from 0b5828c to c6b8a13 Compare April 15, 2025 09:06
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@jjcoffee both styling and additional fields are fixed/added

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Thanks for the fixes! LGTM!

@melvin-bot melvin-bot Bot requested a review from blimpich April 15, 2025 13:02
@blimpich blimpich merged commit a25bc11 into Expensify:main Apr 15, 2025
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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/blimpich in version: 9.1.29-0 🚀

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

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🚀 Deployed to production by https://github.com/marcaaron in version: 9.1.29-10 🚀

platform result
🖥 desktop 🖥 success ✅
🕸 web 🕸 success ✅
🤖 android 🤖 failure ❌
🍎 iOS 🍎 success ✅

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4 participants