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Fix bulk expense merge opening self DM instead of transaction thread#89360

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MonilBhavsar merged 18 commits into
Expensify:mainfrom
marufsharifi:fix/bulk-merge-expense-open-transaction-thread
Jun 4, 2026
Merged

Fix bulk expense merge opening self DM instead of transaction thread#89360
MonilBhavsar merged 18 commits into
Expensify:mainfrom
marufsharifi:fix/bulk-merge-expense-open-transaction-thread

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@marufsharifi

@marufsharifi marufsharifi commented May 1, 2026

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Explanation of Change

Bulk expense merge now follows the same destination behavior as individual merge.

Before this update, bulk merge from Reports > Expenses could open the wrong place (for example, self-DM) after merge because the app sometimes lost the intended transaction-thread destination during the multi-step merge flow.

Now, the app determines the correct target transaction thread earlier in the merge process and carries that destination through to confirmation. That makes post-merge navigation consistent and predictable across flows, especially when merging workspace and self-DM expenses from search.

follow-up of #79766

Fixed Issues

$ #83257
PROPOSAL:

Tests

Flow 1:

  1. Create an expense in self DM.
  2. Create an expense in workspace chat.
  3. Go to Reports > Expenses.
  4. Select the workspace expense via the checkbox.
  5. Click the dropdown button > Merge.
  6. Select self DM expense > Continue.
  7. Select the second option in each section > Next > Merge expenses.
  8. Verify the transaction thread is open after merging expenses via the bulk option

Flow 2:

  1. Go to a workspace chat.
  2. Create an expense split.
  3. Create a manual expense.
  4. Navigate to Spend > Expenses.
  5. Select the manual expense created in Step 3 using the checkbox, then click Merge.
  6. In the merge flow, choose the Split Expense option and complete the merge.
  7. Verify that the transaction thread opens automatically after the expenses are merged using the bulk merge option.
  • Verify that no errors appear in the JS console

Offline tests

Same as Tests.

QA Steps

Same as Tests.

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

  • Verify that no errors appear in the JS console

PR Author Checklist

  • I linked the correct issue in the ### Fixed Issues section above
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    • 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
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    • Android: Native
    • Android: mWeb Chrome
    • iOS: Native
    • 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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  • I added unit tests for any new feature or bug fix in this PR to help automatically prevent regressions in this user flow.
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Screenshots/Videos

Android: Native
android.native.mp4
Android: mWeb Chrome
android.web.mp4
iOS: Native
Screen.Recording.2026-03-06.at.5.49.31.PM.mov
iOS: mWeb Safari
Screen.Recording.2026-03-06.at.5.52.45.PM.mov
MacOS: Chrome / Safari

Flow 1:

web.mp4

Flow 2:

Screen.Recording.2026-05-07.at.1.21.19.PM.mov

@codecov

codecov Bot commented May 1, 2026

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Codecov Report

❌ Looks like you've decreased code coverage for some files. Please write tests to increase, or at least maintain, the existing level of code coverage. See our documentation here for how to interpret this table.

Files with missing lines Coverage Δ
.../MoneyRequestReportView/SelectionToolbar/index.tsx 77.08% <100.00%> (+0.48%) ⬆️
src/hooks/useSelectedTransactionsActions.ts 77.99% <100.00%> (+1.54%) ⬆️
src/libs/MergeTransactionUtils.ts 79.60% <100.00%> (+3.63%) ⬆️
.../components/MoneyRequestHeaderSecondaryActions.tsx 0.53% <0.00%> (ø)
.../libs/Navigation/helpers/isSearchOriginForMerge.ts 93.33% <93.33%> (ø)
src/libs/actions/MergeTransaction.ts 79.69% <88.88%> (+11.80%) ⬆️
src/pages/TransactionMerge/ConfirmationPage.tsx 0.00% <0.00%> (ø)
...ges/TransactionMerge/MergeTransactionsListPage.tsx 0.00% <0.00%> (ø)
.../TransactionMerge/MergeTransactionsListContent.tsx 0.00% <0.00%> (ø)
src/hooks/useSearchBulkActions.ts 45.52% <6.89%> (-1.41%) ⬇️
... and 9 files with indirect coverage changes

@marufsharifi marufsharifi marked this pull request as ready for review May 1, 2026 09:28
@marufsharifi marufsharifi requested review from a team as code owners May 1, 2026 09:28
@melvin-bot melvin-bot Bot requested review from heyjennahay and rojiphil and removed request for a team May 1, 2026 09:28
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@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]

@melvin-bot melvin-bot Bot removed the request for review from a team May 1, 2026 09:28
Comment thread src/hooks/useSearchBulkActions.ts

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Reviewed commit: fdc20abd97

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Comment on lines +22 to +23
if (routeName !== SCREENS.RIGHT_MODAL.SEARCH_REPORT) {
return false;

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P2 Badge Treat search money request route as search origin

isSearchOriginForMerge returns false for every route except SCREENS.RIGHT_MODAL.SEARCH_REPORT, so merges initiated from SCREENS.RIGHT_MODAL.SEARCH_MONEY_REQUEST_REPORT are now classified as non-search. In that flow we lose the isOnSearch flag and fall back to the non-search post-merge navigation path, which can reopen/dismiss to the wrong destination instead of the search transaction context.

Useful? React with 👍 / 👎.

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@rojiphil, this makes sense, but I couldn't reproduce this. Are you able to reproduce this? thanks.

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This theoretically seems like a legit concern

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isSearchOriginForMerge is called in a component that only mounts under MoneyRequestHeader. However, MoneyRequestHeader shows with route.name of SearchMoneyRequestReport only for transaction thread report within SearchMoneyRequestReportPage. And SearchMoneyRequestReportPage always displays expense report and not transaction thread report. So, theoretically, the scenario looks unreachable with the current navigation.

@marufsharifi

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@rojiphil, gentle bump. thanks.

@marufsharifi

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@rojiphil, could you please take a look at this pr? thanks.

@rojiphil

rojiphil commented May 7, 2026

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@marufsharifi Due to multiple PRs here, it's becoming a little messy here.
Can you please point out where you have responded to my previous review comments? Sorry if I missed this somewhere

@marufsharifi

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@marufsharifi Due to multiple PRs here, it's becoming a little messy here. Can you please point out where you have responded to my previous review comments? Sorry if I missed this somewhere

@rojiphil, sorry, I've added the flow in the PR author checklist. Thanks.

@marufsharifi

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@rojiphil, merged the main and resolved the conflict; it is ready for your review. thanks.

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@marufsharifi The previous PR review comments are still pending. Anyway, I have copied it here so that we do not miss.

Also, regarding the concern mentioned here, can you please share the test steps that would fail if we do not include those changes? I would ilke to explore if we can completely avoid going through all the transactions again.

Comment thread src/libs/MergeTransactionUtils.ts Outdated
- delete getTargetTransactionThreadReportIDForSearchSelection from MergeTransactionUtils
- update MergeTransactionUtilsTest to cover getTargetTransactionThreadReportIDForSelection directly
- keep behavior unchanged while simplifying the helper surface
@marufsharifi

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regarding the concern mentioned #83825 (comment), can you please share the test steps that would fail if we do not include those changes.

@rojiphil, I've updated the PR checklist regarding this.

@marufsharifi

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@rojiphil, I've addressed your comment. Could you please take another look when you get a chance? thanks.

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Thanks @marufsharifi for addressing the concern regarding getTargetTransactionThreadReportIDForSearchSelection.

Regarding the other concern, I am still not clear. I have left a comment below. Please have a look.

Comment thread src/hooks/useAllTransactions.ts Outdated

mergedTransactions[key] = {
...onyxTransaction,
transactionThreadReportID: snapshotTransaction.transactionThreadReportID,

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regarding the concern mentioned #83825 (comment), can you please share the test steps that would fail if we do not include those changes.

@rojiphil, I've updated the PR checklist regarding this.

Sorry. I did not understand the statement. What I wanted is to explore is whether we can avoid going through all the transactions again. Are you saying that the test steps in PR checklist would fail if we do not include this change?

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@rojiphil, Yes, the second flow in the PR checklist will fail without this change.

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Sorry. I still seem to be missing something. I just tested flow-2 without these changes and it seemed to work. What exactly are we fixing here?

89360-test-001.mp4

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@rojiphil

Thanks, this helped clarify the concern.

After rechecking this flow, I’m no longer able to reproduce the stale-overlap case that this fallback loop in useAllTransactions() was intended to protect. Since I couldn’t validate the issue with a reliable repro anymore, I removed the loop and the related test coverage that was specifically asserting that behavior.

At this point, I think it’s better to avoid carrying forward a defensive merge path that we can’t currently justify with a reproducible UI scenario. If we later find a concrete repro showing that search snapshot data is still observably fresher than the overlapping Onyx transaction in this flow, we can add back a targeted fix with clearer evidence.

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@rojiphil, friendly bump. thanks.

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@rojiphil, gentle bump. thanks.

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@marufsharifi Will come back to this soon. Sorry for the delay.

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Commented here #89360 (comment)

@MonilBhavsar That appears theoretical to me but we can include SearchMoneyRequestReport as well in the condition. I think it’s safer to be defensive here to prevent future regressions.

@marufsharifi Can you please include this change as well?

@rojiphil, I made this change. Please feel free to check this out. I am still testing all flows again. thanks.

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There are conflicts now.
@rojiphil mind taking a look after that?

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@MonilBhavsar Recent changes also LGTM.
Over to you.

89360-web-chrome-003.mp4

@melvin-bot melvin-bot Bot requested a review from MonilBhavsar June 2, 2026 13:02
@marufsharifi

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@MonilBhavsar, could you please check this? thanks.

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Looking good. Appreciate adding good test coverage!

@MonilBhavsar MonilBhavsar merged commit e07b8f4 into Expensify:main Jun 4, 2026
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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: 9.4.0-0 🚀

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

Bundle Size Analysis (Sentry):

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Help site review — no docs changes required

I reviewed the changes in this PR against the help site articles under App/docs/articles, and no help site updates are required. I did not create a draft PR.

Why:

  • This is a bug fix to post-merge navigation — it ensures bulk expense merge lands on the correct transaction thread instead of self-DM, matching the individual-merge behavior. The diff is limited to navigation/destination logic, hooks, utils, and tests.
  • There are no changes to user-facing copy (no src/languages/* edits), and no new or renamed buttons, tabs, settings labels, or merge steps.
  • The relevant article, How to Merge Duplicate Expenses, documents how to start a merge (Spend > Expenses / Reports, Selected > Merge, Merge expenses) and what happens to the data afterward. It does not document the internal navigation destination after a merge, so the corrected behavior introduces nothing new to document. All existing steps remain accurate.

In short: this restores intended behavior rather than changing a documented feature, so the help site is already correct.

@marufsharifi, if you'd still like a docs note added (e.g., a line clarifying where you land after merging), let me know and I'll draft a help site PR.

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Deploy Blocker #92846 was identified to be related to this PR.

NicolasBonet added a commit that referenced this pull request Jun 8, 2026
…nse-open-transaction-thread

[CP Staging]  Revert "Merge pull request #89360 from marufsharifi/fix/bulk-merge-ex…
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@MonilBhavsar @marufsharifi I revert this PR due to: #92846, in the revert PR: #92935 I posted a video of how the flow was working after revert.

emkhalid pushed a commit to emkhalid/App that referenced this pull request Jun 8, 2026
…-merge-expense-open-transaction-thread"

This reverts commit e07b8f4, reversing
changes made to 84c0698.
OSBotify pushed a commit that referenced this pull request Jun 8, 2026
…nse-open-transaction-thread

[CP Staging]  Revert "Merge pull request #89360 from marufsharifi/fix/bulk-merge-ex…

(cherry picked from commit b6595c6)

(cherry-picked to staging by Julesssss)
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🚀 Deployed to production by https://github.com/Julesssss in version: 9.4.0-7 🚀

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

@OSBotify

OSBotify commented Jun 9, 2026

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🚀 Deployed to staging by https://github.com/MonilBhavsar in version: 9.4.1-0 🚀

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

Bundle Size Analysis (Sentry):

@MelvinBot

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🤖 Help site review: no documentation changes required.

I reviewed this PR against the help site articles under App/docs/articles, including How-to-Merge-Expenses.md.

Why no docs change is needed:

  • This PR is a navigation bug fix — it ensures bulk expense merge (from Reports > Expenses / Search) opens the correct transaction thread after merging, instead of sometimes landing on the self-DM. It restores expected behavior to match the individual-merge flow.
  • The merge help article documents who can merge, what types can be merged, the step-by-step merge flows, and what happens to the expense data after a merge (which expense is kept, which details are saved). It does not document the post-merge navigation destination, which is the only behavior this PR changes.
  • No user-facing copy, button labels, tab names, eligibility rules, or documented steps were added or changed.

Since the fix is a behind-the-scenes navigation correction and doesn't alter any documented behavior, no draft help site PR was created.

If you believe the help site should explicitly call out where you land after a merge, let me know with @MelvinBot <feedback> and I'll draft the update.

@OSBotify

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🚀 Deployed to production by https://github.com/Julesssss in version: 9.4.1-6 🚀

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

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7 participants